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	<title>TiPSTalk</title>
	<updated>2008-07-05T18:48:10Z</updated>
	<id>http://tipstalk.tipsweb.com/atom.aspx</id>
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	<entry>
		<title>Regulatory confusion, fear uncertainty and doubt (FUD)</title>
		<link rel="alternate" href="http://tipstalk.tipsweb.com/2008/05/05/regulatory-confusion-fear-uncertainty-and-doubt-fud.aspx" />
		<id>tag:tipstalk.tipsweb.com,2008-06-26:94e00c24-b827-4594-8fea-b568160a09a9</id>
		<author>
			<name>Steve Apple</name>
		</author>
		<category term="General" />
		<updated>2008-06-26T18:08:25Z</updated>
		<published>2008-06-26T18:04:00Z</published>
		<content type="html"><![CDATA[In my blog, I always try to relate to you things I am seeing and hearing in the marketplace that have an effect on how you go about resolving alarm management issues. I've lately been amused by the efforts of vendors to scare people with their interpretation of upcoming regulatory requirements. <BR><BR>There's a lot of FUD being distributed out there. Sales people use&nbsp;FUD as a short term for Fear, Uncertainty, and Doubt. FUD is a sales tactic&nbsp;popularized in the 70's to help non-technical sales people sell technical items. It&nbsp;is&nbsp;employed to try to frighten you into buying a product out of fear of cleverly described consequences. <BR><BR>In this case, it's a perceived need to meet a looming regulatory situation that may or may not exist. Lately, I have been bombarded with questions about these looming regulatory issues, and some competitors have begun to sow the seeds of doubt (D) about whether you will be able to meet these regulatory requirements. Canadian vendors&nbsp;tend to do that. They must have a lack of regulations up there in the tundra. It's always exciting to a vendor when they believe you might be required to buy their product by legal mandate. And at this point in time, there are several vendors lurking and hoping that you will be forced to buy something from them soon. So, without selling the issue short, I will try to allay&nbsp;those fears, and tell you what might be coming, and how you should prepare to deal with it. <BR><BR>Firstly, most government regulations follow the guidelines of "best practices" or "most available" technology. There is a term often overused called RAGAGEP. It stands for Recognized And Generally Accepted Good Engineering Practice. This is what the government expects of you- nothing more and nothing less. OK- sometimes they stretch a bit and get into practicing some "political" science that doesn't necessarily conform to thermodynamic principles, but that's it for the most part. So, assuming I'm talking to good engineers, I will continue with what that might mean in the area of alarm management, with a light on previous regulations.&nbsp;<BR><BR>I will start by&nbsp;highlighting some past regulations with which we should all be familiar. Let's look at drug testing. The government did not tell us HOW to do drug testing when they started requiring its presence in the workplace. Instead, they said essentially "make a plan" and "work that plan". And here are some guidelines about what we think works. So, at small companies that sell software, they adopted the policy that if somebody exhibited abnormal behavior, they would send them for drug testing. I used to have a sales manager who joked that if they did any more, they would chance losing half their staff, and perhaps would never be able to hire. <BR><BR>At the other end of the spectrum are&nbsp;companies who performed highly dangerous jobs which involved the public. They instituted a drug screen on hiring, and regular drug screenings throughout your work life. They had more at stake should an employee&nbsp;be at the root of&nbsp;a drug-related incident. <BR><BR>Similar to this has been environmental regulations. If you were running a plant in the middle of a highly populated area that could put out phosgene gas, or fuming nitric acid, or some other dangerous thing (like Carbon Dioxide?), then they wanted continuous monitoring of your sources to see that you would not cause a meltdown. If you were operating an 8-cylinder compression station in the middle of nowhere, perhaps you could be ignored (at least in the first round of regulations). And essentially, your need to measure was regulated by whether you were in an attainment, or non-attainment region. Yes, that had a bit of political science behind it, so we'll ignore that one. <BR><BR>From these, I think you can see a regulatory pattern. Alarm overload has proven to be responsible for contributing to major industrial incidents. Alarm overload needs to be watched more closely in situations where it might lead to an incident which costs human life, or health, or contributes to environmental waste. Do you operate a plant producing highly volatile chemical compounds in the middle of a municipal environment? If so, then you will need to keep a closer eye on your alarms. Do you operate a plant that may only cost you money if it shuts down? In this case, your observance of alarm management may be&nbsp;dependant on&nbsp;self-protection from capital loss. And there will be everything in between. <BR><BR>At a minimum, companies will be expected to quantify alarm issuance as a function of operator loading. They will be expected to show how they monitor those loads, and how they mitigate issues should they arise. There are a myriad of ways to slice that problem up. In some cases, this may mean simply counting the alarms, and issuing a report. In others, it may mean a full-blown alarm management effort with complete rationalization of processes for cause, consequence and corrective action on each alarm. It may mean all alarm priorities need to be properly set, and the alarm philosophy is available for review by inspectors should they come to your site. <BR><BR>I think you will be able to tell which one of these categories you operations will most likely fall into. Mostly, its just a matter of common sense. If you need a guide, examine your environmental category, and the relative amount of required regulation should be approximately on par with where you stand there compared to your peers. <BR><BR>In any case, as a blatant commercial statement, TIPS stands ready to serve you wherever you stand in this broad spectrum of regulatory issues. We adhere tightly to the ISA SP-18 concept that alarm management is a lifecycle issue, not just a project where you rationalize alarms and leave. We offer a full-range product suite that allows everything from simple alarm logging to full-blown alarm resolution and automated regulatory reporting systems. Call us and we'll help you get something in place that will address these issues when they begin to take effect. <BR><BR>I would sugest you get started with alarm logging at the very least and see where that leads you. It is not expensive, and the&nbsp;data it produces can prove extremely valuable for both alarm reduction efforts, and process upset forensic analysis. In any case, it will provide you the precursor data for any regulatory requirements that might be enacted down the line. It will inform you just how much work you might have ahead of you&nbsp;when regulations actually come into existence. <BR><BR>If you would like an accounting of the existing regulations, and what they might mean to you, contact us directly and we will give you our latest listing of where regulatory issues currently stand. ]]></content>
		<summary>It's always exciting to a vendor when they believe you might be required to buy their product by legal mandate. </summary>
	</entry>
	<entry>
		<title>Making Alarm Management Myths by using DMAIC</title>
		<link rel="alternate" href="http://tipstalk.tipsweb.com/2008/05/02/measuerment-leads-to-control.aspx" />
		<id>tag:tipstalk.tipsweb.com,2008-06-02:bb6cbbe1-c861-4059-967d-b80ad4b95b86</id>
		<author>
			<name>Steve Apple</name>
		</author>
		<category term="General" />
		<updated>2008-06-26T17:49:05Z</updated>
		<published>2008-06-02T16:59:00Z</published>
		<content type="html"><![CDATA[<BR><FONT size=2>A friend&nbsp;sent me&nbsp;a blog posting&nbsp;recently where&nbsp;somebody was trying to allay&nbsp;so-called "myths" of alarm management. I once attended a sales seminar on these types of&nbsp;tactics they called land mines. Like the kid on the playground, the idea was to call you over to the side and mention all the bad things you might hear&nbsp;before somebody else pointed them out, and tell&nbsp;you why they were false.&nbsp;In this way,&nbsp;if another person mentioned them, it blew up in his face by&nbsp;the now&nbsp;pre-educated recipient. I don't encourage this type of practice from our own sales people.&nbsp;We usually give most of our clients the benefit of a doubt in recognizing such sophomoric&nbsp;attempts at&nbsp;self-aggrandizement. <BR><BR>The first "myth"&nbsp;this blogger&nbsp;attempts to expose is: Alarm management is all about counting alarms. </FONT><FONT size=2><BR><BR>The misdirection is&nbsp;purposeful, and attempts to misinterpret for the reader's benefit the inherent value of logging alarms. It's an easy thing to do when you have a great shortcoming in that area. So&nbsp;I will attempt to&nbsp;clarify- What is being done by alarm logging software is collecting and measuring data-Nothing more. But it is a necessary step to a properly controlled alarm system, and only one part of the life cycle of proper management of an alarm system. <BR><BR>Six sigma concepts recognize that&nbsp;data collection&nbsp;is a precursory step to control of a process. That is why we at TiPS put such an emphasis on that step. If you don't get the data right, it is virtually assured the rest of the process will be more dysfunctional. DMAIC: <STRONG>D</STRONG>efine, <STRONG>M</STRONG>easure, <STRONG>A</STRONG>nalyze, <STRONG>I</STRONG>mprove, <STRONG>C</STRONG>ontrol.&nbsp;I refer you to&nbsp;recent&nbsp;issues of Control magazine where you will see a story by a Monsanto plant where they did exactly that process. See this two-part story at </FONT><A title=blocked::http://www.controlglobal.com/articles/2008/051.html href="http://www.controlglobal.com/articles/2008/051.html"><FONT size=2>http://www.controlglobal.com/articles/2008/051.html</FONT></A><FONT size=2>&nbsp;and </FONT><A title=blocked::http://www.controlglobal.com/articles/2008/087.html href="http://www.controlglobal.com/articles/2008/087.html"><FONT size=2>http://www.controlglobal.com/articles/2008/087.html</FONT></A><FONT size=2>&nbsp;. In this analysis, the engineer- Brent Thomas- follows the six sigma process to show how an alarm management project is undertaken in a logical and&nbsp;intelligent approach. Whether you're a fan of the six sigma process or not, all engineers who have any scientific understanding know that the six sigma process&nbsp;has its roots in&nbsp;what we in the US learned in grade school as the scientific method.&nbsp;<BR><BR>At Pavilion Technologies,&nbsp;we used to say&nbsp;"In God we trust- all others bring data". And Pavilion made a slogan of the saying "Turning your Data into Gold". What we&nbsp;understood was that in order to control anything you first have to measure it. Our&nbsp;above-mentioned blogger&nbsp;would have us believe that the proper approach is to just go in and re-design the alarm system without ever having&nbsp;first quantified the problem. That's the "M" in DMAIC. Collecting measurement data&nbsp;reveals&nbsp;much information:<BR><BR>- Firstly: Is the problem big enough to justify further efforts? <BR>- If so, just how bad is it? <BR>- Where and when does the problem most exhibit itself? <BR>- Does the data reveal any other outstanding issues that were not&nbsp;initially considered? <BR>- Where should I start my effort? <BR>- What actions are the operators&nbsp;taking to resolve&nbsp;these issues&nbsp;on their own? <BR>- Do I have all the data I need to analyze the problem? <BR><BR>What does the data yield? In Mr. Thomas's case, he shares that much of the problem actually&nbsp;was associated&nbsp;with bad data, and instrument messages. Had they tried to simply fix the alarm system, it would still be just as bad. That doesn't build respect from operators. <BR><BR>Once you have measured the problem, and resolved nuisance issues that stick out like a sore thumb- and&nbsp;these should be resolved just to clean the tables- you can set about making a plan for what you need to do to resolve the issues that made the alarm system get that bad to start with. What are some of those issues? <BR><BR>- Was the system poorly designed? If so- a rationalization may be in order so long as the cost of the rationalization effort does not outweigh the value it will deliver, or the risk it will alleviate. <BR><BR>- Do I have poor procedures for alarm management in place? If so, perhaps I need to update my alarm philosophy, and my procedure enforcement. <BR><BR>- Do things change constantly? If so, then I need to institute some sort of management of change procedures to stop the continuous alterations that affect performance, and eventually lead to incidents. <BR><BR>- Are alarms used to substitute for poor operator communication?&nbsp;These take the form of:<BR></FONT>
<UL>
<LI><FONT size=2>Poor graphics design</FONT></LI>
<LI><FONT size=2>Poor inter-operator communications</FONT></LI>
<LI><FONT size=2>Poor control room layout</FONT></LI>
<LI><FONT size=2>Poor control panel layout</FONT></LI>
<LI><FONT size=2>Operator training</FONT></LI>
<LI><FONT size=2>etc.</FONT></LI></UL>
<P><FONT size=2>Once&nbsp;you have analyzed the issues (the "A" in DMAIC) that led to a badly performing alarm system,&nbsp;you need to now institute the improvements (I) identified as necessary to resolve the current situation. These MAY come in the form of a rationalization exercise, if a system redesign is called for, or they may take other forms. Often, the information that this exercise yields allows you to make a prioritized list of improvements. If you need help in that area, we have several people who can help you get there. <BR><BR>In the long run, a rationalized system is extremely valuable. Many will tell you the effort itself is an education process and yields greatintrinsic value. However, such an effort runs the risk of dominating the scenery from a management viewpoint, and returning very little obvious value for its effort. In the future, regulatory issues may require a complete documentation of the system, in which case this may become a requirement, but other pressing issues should not go untreated at the expense of the effort. <BR><BR>In other words- use good common engineering judgment to preserve the capital to perform that task when it is absolutely required.&nbsp;Build respect from your management for wise use of the resources they put at your disposal. That will yield returns in the form of political capital that is necessary to succeed. <BR><BR>All roads lead to the logical last step of control (C). Put the proper controls in place to see that what you have fixed does not revert to its former broken state. The proper way to do this is to institute continuous monitoring (usually in the form of KPI's- Key Performance Indicators) that allow you to know when the system is getting out of control, and requires a revisit.&nbsp;Additional treatment&nbsp;is even easier, as all the methods, measurements, and tools are in place for quick updates. These ready measurements yield speedy- even automated-&nbsp;analysis and improvement. <BR><BR>The real secret here is that you don't want to look back at this problem in three years and find out you blew your entire capital on resolving only a part of the issue. Be aware that there are others who will try to convince you to take that path. Avoid that trap&nbsp;and make a few myths of your own. </FONT></P>]]></content>
		<summary>The real secret here is that you don't want to look back at this problem in three years and find out you blew your entire capital on resolving only a part of the issue. </summary>
	</entry>
	<entry>
		<title>2008 TiPS Expertune Technical User Conference</title>
		<link rel="alternate" href="http://tipstalk.tipsweb.com/2008/05/28/2008-tips-expertune-technical-user-conference.aspx" />
		<id>tag:tipstalk.tipsweb.com,2008-04-28:afa99025-0fa4-48de-b896-e13c92e5513b</id>
		<author>
			<name>Steve Apple</name>
		</author>
		<category term="General" />
		<updated>2008-06-04T13:48:55Z</updated>
		<published>2008-04-28T16:23:00Z</published>
		<content type="html"><![CDATA[For those of you who missed the 08 user conference, all we can say is that we are sorry. As usual, TiPS and Expertune took great measures to stay away from commercial issues (yes, there were parallel training tracks for those interested), and brought those who attended a wealth of information in the latest best practices in alarm management, process health monitoring, and loop tuning. <BR><BR>Entitled "Common Sense Automation" the conference kick off was from Leroy Chiao, a NASA Space shuttle pilot who spent six months on the space station, in addition to numerous shuttle missions. As a Chemical Engineer, he had a lot of&nbsp;experiences to tell about the practical automation that was necessary when you are sending a plant to outer space, where the&nbsp;choice to "shut it down" was not an option. An amateur photographer, it was worth attending the show if for nothing more than the photos he shared from his personal collection of shots from space. <BR><BR>Since I did not attend the Expertune sessions, I will limit my discussion to what was seen in alarm management. As usual, the theme from TiPS was that alarms are only part of the story in an overall Situation Awareness scenario. If you get stuck on solving alarm problems, you'll not have enough capital (both monetary and political) or energy left to resolve the real issues that alarm information can reveal to you. <BR><BR>I wish everybody could have been there to hear Ray Martinez describe his experiences at the control panel, and why&nbsp;they led him to resolve alarm issues in a very stern-yet understanding approach. You felt as if you were there with him when he described the conditions that led he and another operator to decide who had to open the control room door to decide if there was a chance to escape and save their lives. Today, Ray works in a plant that has <STRONG>NO</STRONG> alarms on the operator's screen most of the time. When an alarm happens, it is worked on immediately. The operators love&nbsp;this so much, they are enforcing it now. We're hoping Ray will contribute more information - perhaps a magazine article on this in the near future. <BR><BR>We heard Alan Phipps share the collective knowledge of his organization- a pharmaceutical company. They have been involved in alarm management issues for many years. Their conclusions showed that once you've cleaned up nuisance alarms, the number of alarms don't&nbsp;take on as much importance&nbsp;as the quality of alarms. Alan is digging deeper into the portions of the EEMUA 191 document that talk about the alarm quality index, and better metrics around that issue. Alan should be giving a flow-up presentation for the general public at this year's ISA conference in Houston, TX. You can register for that conference at <A href="http://www.isa.org/">www.isa.org</A>. <BR><BR>The world's leading experts showed up again as well. Ian Nimmo gave a presentation on Situation Awareness, and the things that lead to incidents. People are starting to understand under Ian's tutelage that the problems indicated by alarms can be resolved, and there have been millions of dollars of research that have shown how to do so. For the average company that means you don't have to spend a lot of research money yourself. Hire Ian as a consultant, and he can quickly put you on the path of righteous resolution. I think we saw many converts at this conference. Gladly so, since it has been our continued mantra for the last four years. I encourage you to visit Ian's company's website for more papers and downloads at <A href="http://www.mycontrolroom.com/">www.mycontrolroom.com</A>. <BR><BR>Bridget Fitzpatrick (author of the&nbsp;ASM consortium guidelines for alarm management- precursor to EEMUA 191) gave a short workshop on alarm rationalization 101. She stressed the need&nbsp;for a good alarm management plan, and the steps to carry out that plan. Bridget is available via Mustang Engineering, where she is a consulting engineer. Those who have made use of her experience tell me that it is priceless. See more about Mustang Engineering at <A href="http://www.mustangeng.com/">www.mustangeng.com</A>. <BR><BR>Dave Strobhar- the godfather of alarm management (and he's not really very old) shared information on Human Performance factors, and how they influence an operator's ability to react to alarms. Dave&nbsp;started up a recent industry consortium entitled the Center for Operator Performance under the umbrella of Wright State University.&nbsp;Mark Nixon Of Emerson Process, who chairs that consortium gave us insight into its current projects, and efforts. See more about Dave's company (Beville Engineering) at <A href="http://www.beville.com/">www.beville.com</A>. See more about the Center for Operator Performance at <SPAN class=a><FONT color=#008000><A href="http://www.operatorperformance.org/">www.<B>operator</B><B>performance</B>.org</A>. </FONT></SPAN><BR><BR>Doug Rothenberg gave us insights into the attitudes, and perceptions that prevent human use of technology, and how we can overcome these in our own daily efforts. Additionally, Doug showed us that the light at the end of the tunnel truly is delight,and there is a positive outcome to be expected if we continue to strive for the goal. See more about Doug's company, and his consulting services at <A href="http://www.d-roth.com/">www.d-roth.com</A>. <BR><BR>These are highlights. There were many more. See our post-conference listing for copies of these presentations. <BR><BR>The last I will mention here is the discussion by Jules Oudmans of UReason. Jules gave the audience an appreciation of the value of dynamic alarming, process event data mining, and how those both contribute to higher level operator advisory systems. He showed some real-world cases, and indicated methods that can be used to resolve critical condition occurrences. Further, he gave the audience an appreciation of why this cannot be done with simple state-based tools. The UReason engine is an add-on to TiPS LogMate system. You can see more about it at <A href="http://www.ureason.com/">www.ureason.com</A>. <BR><BR>We hope you'll be able to attend in the future. Put a spot in your calendar and budget for sometime in April of next year. We can guarantee you won't regret the valuable information you receive from the world's leading experts in alarm management and critical condition management. ]]></content>
		<summary>For those of you who missed the 08 user conference, all we can say is that we are sorry. As usual, TiPS and Expertune took great measures to stay away from commercial issues (yes, there were parallel training tracks for those interested), and brought those who attended a wealth of information in the latest best practices in alarm management, process health monitoring, and loop tuning. </summary>
	</entry>
	<entry>
		<title>The Smell of Mendacity</title>
		<link rel="alternate" href="http://tipstalk.tipsweb.com/2007/05/10/the-smell-of-mendacity.aspx" />
		<id>tag:tipstalk.tipsweb.com,2008-04-28:20730273-64d7-4cd9-ba76-398abd030b3f</id>
		<author>
			<name>Steve Apple</name>
		</author>
		<category term="General" />
		<updated>2008-04-28T16:15:24Z</updated>
		<published>2008-04-28T15:02:00Z</published>
		<content type="html"><![CDATA[<P><BR>Faux pas- (Webster's): An embarrassing blunder that breaks a social convention, a gaffe, error of judgement, etc. Perhaps it should now be termed faux-PAS. <BR><BR>One of my favorite lines from a movie was in "Cat On a Hot Tin Roof". When his daughter-in-law Mae makes a positioning statement for his inheritance, the father Big Daddy (Burl Ives) asks the son (Paul Newman) a question. He says "Do you smell that, Brick? (Brick is his son's name.) That's the smell of mendacity." I had to look the word up the first time I heard it as a kid. I often recall this line when I witness some of the things vendors tell potential clients when attempting to position themselves for "inheritance". Most of you can guess just what odor he refers to. This turned out to be a faux-pas on the part of the daughter-in-law.<BR><BR>I'd like to share a recent faux&nbsp;pas we witnessed. It was like watching a train wreck. You just can't turn your head when its happening, though you probably should for your own future sanity. <BR><BR>Faux pas #1- A service vendor&nbsp;releases a 150 page hardbacked marketing brochure, and postions it as a best-seller non-fiction&nbsp;release with truths that have been until now kept under wraps. They even go so far as to claim that their book is "better than EEMUA". That's Mendacity. Further, the so-called book does not address alarm management as a lifecycle issue. Rather, it deals only with rationalization as if that were a means to the end of alarm managment issues. It is not. <BR><BR>I'm here to tell you right now: THERE IS NO DOCUMENT CURRENTLY AVAILABLE, EITHER PURCHASED, DOWNLOADED, OR STOLEN THAT ECLIPSES <A href="http://www.eemua.co.uk/p_instrumentation.htm">EEMUA 191</A> as an Alarm management reference. It is simply the pre-eminent authority on alarm management available today.&nbsp; All written alarm management works point to it. <BR><BR>Faux pas #2- Since that time, the same service vendor has&nbsp;tried to blur the lines of truth between that book, and another published&nbsp;with the ISA, and their adherance to and ownership of&nbsp;ISA "specifications". They even went so far as to announce the same at the ISA Expo in Houston, where it was almost immediately repudiated by the ISA, and any others involved in the establishment of a specification. Their goal is to spread what is referred to in the sales world as "FUD" or Fear, Uncertainty and Doubt. The hope is that they can make alarm management seem so complex as to&nbsp;require assistance from an outside consultant- perhaps one who wrote a book on part of it. <BR><BR>Faux pas #3- To befuddle this issue even more, they claim the existence of a so-called specification that&nbsp;only they&nbsp;can meet. Since no specification exists, they hope the FUD will convince you one is looming. Truth: The ISA is currently working on a specification, but to date none exists other than the SP-18.01 which deals with <EM>annunciator panels</EM>. I don't believe they can claim to address that specification since their book contains<EM> a specific chapter on the death of the annunciator panel.</EM> </P>
<P>Alarm management is neither a secret "void", proprietary to one company, nor is it rocket science. Most of the information needed to perform Alarm Management activities (the how-to) has been published in public documents. (see <A href="http://www.tipsweb.com/amlibrary.asp">www.tipsweb.com/amlibrary.asp</A> ) And, as stated,&nbsp;the EEMUA dcument gives a very concise view of the technical expectations.&nbsp;</P>
<P>So, buy a copy of the new EEMUA 191 Guide, and you will be 80% of the way there. It tells you how to measure, what to examine, and how to go about it. (Order one at <A href="http://www.eemua.co.uk/">www.eemua.co.uk</A> ) </P>
<P>If you're looking for a book on the subject, save your money until one comes out from a true expert on the subject- one who has no service sales axe to grind- one that addresses more than just the rationalization side of alarm management. Until that time, there is plenty available in the papers <A href="http://www.tipsweb.com/amlibrary.asp&nbsp;">(www.tipsweb.com/amlibrary.asp&nbsp;</A>)&nbsp;and EEMUA (<A href="http://www.eemua.co.uk/">www.eemua.co.uk</A> ) guidelines.</P>
<P>Mendacity stinks. Don't get it stuck to your shoes. </P>]]></content>
	</entry>
	<entry>
		<title>Rationalization Quality Assurance</title>
		<link rel="alternate" href="http://tipstalk.tipsweb.com/2007/05/30/rationalization-quality-assurance.aspx" />
		<id>tag:tipstalk.tipsweb.com,2007-05-30:e004f95a-e7d1-41af-a282-b4c0c0a23ab8</id>
		<author>
			<name>Steve Apple</name>
		</author>
		<category term="General" />
		<updated>2007-06-08T12:30:05Z</updated>
		<published>2007-05-30T16:23:00Z</published>
		<content type="html"><![CDATA[This month, TiPS is releasing for immediate consumption a white paper, and a spreadsheet which will be of enormous benefit to those who are thinking about&nbsp;rationalizing their alarm system. Why are we doing this instead of charging for it? <BR><BR>At the TiPS user group, one of the&nbsp;repeating themes was the fact that there seems to be very little consistency in the fulfillment element of alarm management- specifically in the area of rationalization. I've written on this issue before, so its not a new thing for me to address. And perhaps you already know my&nbsp;views on this subject, so I'll share those of others instead. <BR><BR>One attendee commented that they had a service company (who just happens to&nbsp;publish their own software and books) come in to perform the rationalization work for them. Though they didn't really know what to fully expect from the result of the rationalization exercise, they did know that what they received was NOT what they expected. This experience was&nbsp;shared as being common&nbsp;by several others.&nbsp;It seems some service vendors have been playing "hide the sausage" on alarm management. <BR><BR>Another comment was made that&nbsp;a major&nbsp;expectation was that the result would be an overall reduction in alarms. After all, this seems to be the commonly advertised thread, and therefore expectation. So, to test this, the so-called "rationalized settings" were played back against the data from the previous few months, and the resulting change in number of alarms was "negligible".&nbsp;The&nbsp;response from the service vendor when confronted with this fact was that the&nbsp;expectation of alarm rationalization should not necessarily be to provide a reduction in&nbsp;the number of alarms. In order to do that you needed to do a nuisance alarm reduction, and the client&nbsp;had not paid for one of those. The point is that for the price, it was expected. And, from all that is written, it seems it has been advertised as an expected result. <BR><BR>Additional comments indicated that only part of the database of alarms configured have actually been rationalized (sometimes less than 10%). The justification given for this&nbsp;by the vendor held that only high-priority alarms needed to be annunciated, and therefore rationalized for full design. Meanwhile, we've told most of our clients that its as important to document why something is NOT an alarm as why some things ARE. <BR><BR>Now add to that some of our own past experiences in&nbsp;importing rationalized data. We are often asked to include the results of a rationalization study into our alarm KB, so that the results will be tracked for auditing, enforcement, and Management of Change. The array of spreadsheets we have received&nbsp;show no continuity, and seem to be only partially completed. This, despite the fact that a healthy sum of money was paid for the services. We have seen exceptions- more on that later. These rationalization results were delivered by&nbsp;companies who should know better. They participate in all the standards boards, and write software, and lots of papers on what you ought to do with your money. Seems they've been collecting exorbitant fees, and delivering shoddy work/software. I guess&nbsp;your money spends a little&nbsp;more freely&nbsp;outside US borders...<BR><BR>Well, we found this just downright un-American, and decided to do something about it. Thus the result that is available to you now, and will continue to be updated and made available to you: the alarm rationalization quality&nbsp;assurance kit. It consists of a spreadsheet in Excel format, and instructions&nbsp;detailing how to use it. With these instructions, you should be able to hold anybody's feet to the flames for what you expect of an alarm rationalization exercise done at your site. <BR><BR>As&nbsp;strictly a software vendor, I think you are aware that TiPS does not perform such services. We've done lots of studies for our clients, but&nbsp;few projects. Our intent is to make our software easy enough, and to perform enough in an automated fashion that you should not need external services should you decide to do this yourself. Software these days should offer you that option. From a purely commercial standpoint, ours is the only one that is not offered by a company with a service desire built in as&nbsp;shortcomings. See more about it at <A href="http://www.tipsweb.com/products/logmate">www.tipsweb.com/products/logmate</A>. <BR><BR>However, rationalization- the process of fully documenting cause, consequence, and corrective action for alarms and prioritizing those alarms properly can be a time-consuming effort and perhaps a little intimidating to one who has not done it. So&nbsp;TiPS partners with companies who are the state of the art in delivering services to that end. If you attended our user group, many of them were in attendance, and you were able to hear what they had to say for themselves. These vendors all offer the complete service one might expect when performing a rationalization exercise. In other words, they:<BR><BR>1. Help you to review or create an acceptable alarm philosophy.<BR>2. FULLY configure and document your alarm system.<BR>3. Perform a nuisance analysis so that those pesky alarms are reduced.<BR>4. Complete the documentation that shows the expected result you pay for. <BR>5. See that your expectation was achieved. <BR><BR>So, this means they adhere to the quality assurance process offered by the kit. Some even offer services in excess of what we have stated as the minimum expectation. <BR><BR>We're hoping that our alarm rationalization quality assurance kit will help to shed light on the minimum of what you should be expecting in return for your efforts- whether internally, or contracted. Additionally, our software is designed to help you accomplish that end. <BR><BR>So, please enjoy what we have taken pains to put into print for you. Use it, test it, and send us back your comments. We intend to maintain this kit as an evergreen item that will always be available in the latest best practices rendition. It will adhere to the principles of EEMUA, ISA's SP-18 Standard, and the experience of persons key to those efforts,&nbsp;including past members of the ASM consortium&nbsp;(ASM Is a trademark of Honeywell). Our intent is to be certain that alarm management as a practice does not get a bad name from the habits of others. The more educated our user base is about what to expect, the less chance they will be surprised with the results. ]]></content>
		<summary>Though they didn't really know what to fully expect from the result of the rationalization exercise, they did know that what they received was NOT what they expected. </summary>
	</entry>
	<entry>
		<title>Total Cost of Ownership (TCO)</title>
		<link rel="alternate" href="http://tipstalk.tipsweb.com/2007/05/14/total-cost-of-ownership-tco.aspx" />
		<id>tag:tipstalk.tipsweb.com,2007-05-14:289bce82-9f8c-4ccb-8cb1-9e773e28b536</id>
		<author>
			<name>Steve Apple</name>
		</author>
		<category term="General" />
		<updated>2007-05-14T18:01:00Z</updated>
		<published>2007-05-14T18:01:00Z</published>
		<content type="html"><![CDATA[<P><BR><FONT face=Arial size=3>TCO is a term slowly gaining acceptance in the process market. It has long been a term of endearment for many other industries- such as Risk Management, Banking/Finance, and others who have been very software- dependent. These were the industries who first gave us computing a la COBOL, and other historical giants. In fact, the first spreadsheets (anybody remember Visicalc, Lotus 123, etc.?) were designed for those industries.<BR><BR>Its not surprising therefore that the processing industry remains a step behind these other markets in acceptance of both technologies, and norms that seem everyday in those markets.<BR><BR>So, just what is TCO? Total Cost of Ownership is a measurement of the cradle-to-grave costs of owning a specific piece of software. It gives recognition to the fact that when you buy a specific piece of software, the price you pay is not your total cost of owning it. There are other factors to consider. As a result of this, the aforementioned industries generally have professional IT software guys who grill you about the underlying architecture of your product. They could care less about the features if the architecture is one that they know to be problematic. These days, most of them point to MS .NET ASP as the preferred platform, with thin-client web browser access to the components.&nbsp; They've learned that no matter how attractive the features of a software may be, that if it takes a human pretzel to make it work, it just isn't worth the investment. <BR><BR>So, TCO should be top on your list when considering software, and many factors add up to influence it. What are some of those factors?<BR><BR><STRONG>Ongoing license costs-</STRONG> Is this package all that you need? Are there additional licenses from this vendor, or other vendors that will be necessary to realize the desired benefit from this package? Some vendors try to cloud this picture by doing a very good job of listening to exactly what you think you expect, and giving you a price for only those pieces, failing to tell you that you will not resolve your problem until you expend further investment. Good software vendors listen closely to your <EM>problem</EM>, and help you to understand the additional software license costs involved and potentially other technologies invovled in handling that problem. We know of many clients who went with&nbsp;a competitor (who shall remain nameless)&nbsp;only to find out that the pieces they really needed were not included in what was delivered, because it was not specifically asked for.The old saying is be careful of what you ask for...<BR><BR><STRONG>Ease of Use-</STRONG> What will be the learning curve associated with this package? Can I get in quickly and get many of the things I want, or will I need specific training? One good example of this is Microsoft Word. It does a lot of things I will never use, but for the most part, I can get into it, and type up a report, and print it out with very little help. One area to be very wary of in the technical arena is products that are built on Microsoft Excel. On the surface it seems like these would be the easiest to use. On the contrary, remember back to the first time somebody gave you their Microsoft Excel spreadsheet that they had designed. Each of us has learned how to use Excel in our own way, and we like to use it that way. Add to that the fact that when you use it as a product basis, you lock down certain things- so you may even be blocked from using it the way you like. And if the product is trying to do serious statistical calculations, you enter the realm of things like pivot tables, etc. Have you ever used them? If not, you won't like a tool that does. If you are attracted to Excel spreadsheets to resolve a technical issue, I would encourage you to build your own rather than buying somebody else's. It's much less frustrating, and the learning curve of what you CANNOT do is much less. Oh- and be sure that results are exportable to Excel- That part IS valuable whether for further processing, or for writing reports, and sharing. <BR><BR>Of course, most vendors who offer high-difficulty packages make up for it with a deep services offering. Their hope is that you will purchase&nbsp;the (hook) software&nbsp;having seen the demo. You’ll then try to fly into it like the experienced tech guy who demo’ed it to you and get lost. You then immediately phone for help, and experience what the guys at Fluor used to refer to as a change-order-driven income stream. It's not what you expected when you purchased, but you are now trapped. An initial small investment in software can lead to a very large investment in ongoing services to obtain the expected value. I wrote another blog referring to stone-soup software that approximates this problem. One way of checking this is to examine a vendor's historical and expected income. A true Software Vendor expects less than 20% of their income to come from services. And that means on any given project (so examine the quote for this balance) and for any given product. Note that some companies sell certain products that almost install themselves, but have higher services on others. If the latter is a smaller percentage of their business, they may skew the numbers when talking with a prospect to invite them into the trap fro the services-oriented piece. <BR><BR>A side note in the Alarm Management field here is that we’ve learned over the last few months that many people went to certain service vendors to get a rationalization performed. They didn’t really know what to expect when it was performed, but they did know that what they received for their money did not meet their expectations. (there’s some deep irony in that statement.) In fact, they’re still not sure just what they got for their money. TiPS is soon to release some standards that will help to shed some light on this issue, and increase both the expectation and understanding of the recipient of such services. <BR><BR><STRONG>Speed of Processing the job-</STRONG> This often has to do with work flow built into the product, and the basic product design elements. It also gets into issues like ease of installation. Has the vendor made the software so it is easy to install, configure, and process the information necessary to accomplish the job? Or, will they be on site inventing a new way to tie their so-called OPC driver into your system, while you teach them how to do it? The sooner you start receiving results, the sooner you can recoup your investment. Conversely, the longer you spend making it work, the more its base installation is costing you, and the more man-hours are adding to TCO- whether they are apparent or not. <BR><BR>The next piece of that is of course, how much they have automated their product to perform the task at hand.&nbsp; Did they build the product with the mindset that they would augment it with services, so it was not necessary to automate its actions? Or did they build it with the hope of making it so powerful they would never have to visit your installation site? Have they strived to make most functions have two-click access to the underlying information? One easy way of judging this is to find out how many of their clients are using the product to accomplish the end-use goals themselves. Is it greater than 50%? Or do they try to make excuses for how busy their clients are, and how this operation is one that just shouldn’t be tried by those not familiar with its intricacies. <BR><BR>One&nbsp;other test for this is to notice how many times they talk about what they have done for their users versus how many things their users have done. A very experienced technical person may often&nbsp; be the sign of a very weak software package. The more they try to impress you with their own knowledge, and the less they try to show their software architecture, the greater chance their software is not designed with automation in mind. <BR><BR>Note that in some particular instances, software simply cannot do everything, and services will be necessary. In those instances, you’re looking for the package that requires the least amount of services, having built in as much automation as possible. The package which requires the least on-site time usually wins this category. <BR><BR><STRONG>Costs to Upgrade-</STRONG> What will be the upgrade path? If it is a client server application, do I have to install a client package on every platform that wants to use it, or does it use pure thin-client architecture, requiring only server installation? The cost for this difference can be HUGE, and is the least examined. Many try to cloud the issue by having certain parts of their application be thin-client oriented, while the upper level application layers require additional client installations. The other dodge is to offer a "web-based" wrapper that accesses the legacy applications via a "look-in" window. This is very dangerous, and maintenance-prone. Think through the process of what will happen when Microsoft releases a new Service Pack, and you require an upgrade installed. The average software company has one major release a year, and almost quarterly releases for patches to accommodate Microsoft issues, etc. What is your corporate upgrade policy? Does it guard against periodic upgrades? What is the danger of being caught a few releases behind? What is your potential cost to stay up to date with their releases? Get a true IT professional involved in the negotiations to help examine these costs.<BR><BR><STRONG>Training Costs-</STRONG> These costs go hand-in-hand with those mentioned above. Sometimes you may find that the company either requires extensive training, or doesn’t even offer training. The second Is acceptable if the product has high ease-of-use. Ask which different layers of personnel need training? Do you need specialized administrative training for DBA’s or such? How far does the invovlement string continue into your personnel? Does every department have to attend for the software to work? Or is it controllable at the source by a singular person? THese are two extremes, but it illustrates teh difference. <BR><BR><STRONG>Periodic Maintenance-</STRONG> What is the maintenance cycle on the product? Doe it require constant attention? How often must an administrator go to the server that contains the application to keep it refreshed, and running? How does it fail when things go wrong? Does it fail “gracefully”, and restore itself without a hitch? Or does it require human intervention every time it has a glitch? The cumulative costs of this aspect can be staggering. Not to mention that operations personnel will eventually just turn it off, and you will find it is not running at the time you want its results the most. <BR><BR><STRONG>Other intangibles-</STRONG> Has the vendor included any specialty features that add to the value, and lower the cost to operate? Some examples might be automated report generation, remote service access, error report generation, and even e-mail of glitches and system issues. Some even provide pager access to prevent extended down-time. Others provide remote service support of the application, so long as the client’s security procedures will allow it. For example, we maintain remote access keys to some systems, and we can actually log into the client systems from our offices. There may be small things which can greatly reduce TCO. </FONT></P>
<P><FONT face=Arial size=3>Examine TCO. This is just a primer. You'll find more to it than I have listed. A good look at these costs on the front end can help to avoid a massive unplanned outlay. </FONT></P>
<P><FONT face=Arial size=3></FONT>&nbsp;</P>]]></content>
	</entry>
	<entry>
		<title>Alarmaholics Anonymous</title>
		<link rel="alternate" href="http://tipstalk.tipsweb.com/2007/03/09/alarmaholics-anonymous-3.aspx" />
		<id>tag:tipstalk.tipsweb.com,2007-03-09:f9ffc32a-3623-457c-b443-6b16e7e9e4fb</id>
		<author>
			<name>Steve Apple</name>
		</author>
		<category term="General" />
		<updated>2007-03-09T16:24:00Z</updated>
		<published>2007-03-09T16:24:00Z</published>
		<content type="html"><![CDATA[<P>I was discussing this post with a friend and he noted that Alcoholism is a serious problem in the US, not to be taken lightly. I know this- my brother has a coin that he is very proud of for his years away from the bottle. Fate and genetics can strike any of us. I know that in ways I don't care to reveal. However, I also know that sometimes we have to look at the world in a lighter context. So I hope you appreciate the humorous side of this posting. </P>
<P>This same friend was noting that one service company out there claims that they have a 7-step approach to alarm management. Another claims a 6-step approach. I'm trying to figure out what it is supposed to cure you of, since everybody that has tried them is still looking for answers. It's like the Britney Spears of rehab programs. They want you to have to return for rehab often and expensively. </P>
<P>This friend advocated a 12-step approach which stole from the famous AA aproach. A few conversations later, and shazaam- the concept was born of - Alarmaholics Anonymous. - We urge you to join if you share the symoptoms, and are ready to solve the problem. Help us end the senseless addiction to more alarms. What are the symptoms? Here are some: </P>
<P>Have you been sneaking in at lunch when nobody was watching and putting an alarm on the system? </P>
<P>Do you need an alarm when you get up in the morning, and perhaps do you prepare one before you go to bed at night? </P>
<P>Do you have dreams about alarms and you can't reach the acknowledge button? (this one came from a client) </P>
<P>Do you feel you can handle a larger number of alarms than others? </P>
<P>Do you keep a small alarming system in your pocket in case you need to be alarmed in a place where you might otherwise have not had access to them? (Crackberry users apply here) </P>
<P>When you arrive at work, do you just not feel right until you've had your first alarm? </P>
<P>If you go to a party, is it important that the house have alarms for you to feel comfortable? </P>
<P>Do you prefer to have your alarms alone? Do you find yourself not wanting to be in a crowd when an alarm goes off? </P>
<P>Do you feel that others don't notice that you are dealing with alarm issues every day? </P>
<P>Do others tell lies for you to cover up your alarm problem? </P>
<P></P>
<P>All of these can be symptoms. Please e-mail me if you have more. So here's the 12-step approach: </P>
<P>1. You have to admit that you have an alarm problem, and you want to solve it. </P>
<P>2. You must believe that you can be helped. </P>
<P>3. You're willing to ask for that help no matter what it means. </P>
<P>4. You are ready to inventory how big the problem is. </P>
<P>5. You begin by admitting to others that you have an alarm problem. </P>
<P>6. You are prepared to resolve whatever defects are found. </P>
<P>7, Now- make the call to ask somebody to help you. (TiPS has operators waiting...) </P>
<P>8. Make a list of all the problems this has caused besides just the alarms themselves. (We call this the situation awareness approach) </P>
<P>9. You fix those problems wherever possible except when the cost is greater than the return. </P>
<P>10. Continue to inventory and track the problem symptoms. (KPI's come in here.) </P>
<P>11. You now enter a greater path of situation awareness understanding, and study all of its nuances. Continuing to keep a monitor on potentials for back-sliding. </P>
<P>12. Have a spiritual awakening as a result of these steps, and want to spread the results in the form of assistance to others who are trapped in the same issues. (Attend TiPS User group meeting.) </P>
<P>This was written with a tongue-in-cheek approach, but as I examine the steps, I realize how close they are to what actually has to be done to resolve an alarm management problem. And I can guarantee you that every alarm management problem is so different that there is no tried-and-true 6- or 7-step approach that will cure them all. Each alarm management situation needs to be considered in its own standing, and an approach crafted to fit the particular situation. </P>
<P>As I write that last paragraph, I also note that there is another service company who advocates that they have utilized four drastically different approaches depending on the circumstances. I believe that is getting a little closer to the reality of the situation. But they negate this idea by then proposing the aforementioned 6-step approach. </P>
<P>Do you have an alarm problem? We can help. We've been helping people SUCCESSFULLY resolve alarm issues since 1990. Come to see us at the TiPS/ Expertune user conference. Held in Beautiful Austin, Texas- we promise to have at your availability the world's leading experts in alarm management. Sure cures to alarmaholism. You can schedule some private time with these experts, and hear their presentations. Product training is available. </P>
<P>Yep- LogMate (<A href="http://www.tipsweb.com/products/logmate/">http://www.tipsweb.com/products/logmate/</A>) is the sure cure for Alarmaholics. It won't just help you inventory the size of the problem, and get it behind you- it will keep you informed should it ever rear its ugly head again.</P>]]></content>
	</entry>
	<entry>
		<title>Rations on Libations?</title>
		<link rel="alternate" href="http://tipstalk.tipsweb.com/2007/02/22/rations-on-libations-3.aspx" />
		<id>tag:tipstalk.tipsweb.com,2007-02-22:e3dbe500-2787-4053-98f2-357cc0a7bdb2</id>
		<author>
			<name>Steve Apple</name>
		</author>
		<category term="General" />
		<updated>2007-02-22T16:18:00Z</updated>
		<published>2007-02-22T16:18:00Z</published>
		<content type="html"><![CDATA[<P>If you're about my age, you probably grew up on a diet of Saturday Night Live, with John Belushi, Steve Martin, Gilda Radner and the rest of that wacky bunch. I loved the one when Gilda Radner took off (as Rosanne Rosanna Danna) on the righteous question of what was wrong with Saxophones and Violins on TV? When they stopped her and explained that it was actually sex and violence, she responded in the traditional "Oh-well- Never Mind" for which her character was famous. Recall she also did pieces on the "Youth in Asia" and other memorable fractured phrases. </P>
<P>So-to borrow from Gilda, a lot of you are probably wondering "What's all this talk about rations on libations"? Well, I'm here to enlighten you. And like the "Oh-well- Never mind." I also realized they're talking about Rationalization. Was that ever a shock. I was wondering why so many people were inviting a service company to come in for a project that never seemed to make anybody much better off. Especially if it meant they were cut off on libations. Here's what my research has found. </P>
<P>To start with, I looked up the word RATIONALIZE in Websters. <STRONG>ra·tio·nal·ize: </STRONG>to attribute (one's actions) to rational and creditable motives without analysis of true and especially unconscious motives (rationalized his dislike of his brother) <EM>broadly</EM> <STRONG>:</STRONG> to create an EXCUSE or more attractive explanation for (rationalize the problem) </P>
<P>So, do I need for people to come to my plant and make up excuses for my alarms? Rationalization as a word and a practice is at the least overused, and is nominally something done to make an excuse for the fact that we put in a bad design to start with. So, let's re-look at alarm systems as a design problem rather than a fix-it problem. If you get the design right, it's fixed for good. </P>
<P>Perhaps we should look at the problem in the way that is supported by the ISA's SP-18 committee. As already stated, the fact that you have a bad alarm system is due to the fact that it was not designed properly to start with. Or, perhaps it was designed properly, but it was not engineered properly with the protections and safeguards in place to ensure that it would not grow to an unmanageable state. That is because there was no attention paid to the alarm system design lifecycle. The upcoming ISA SP-18 specification will pay particular attention to alarm system design lifecycle. The point is that if you put the proper design in place, and install proper safeguards and practices, your alarm system should NEVER become a problem. So, let's stop paying so much lip service to alarm rationalization, and instead pay particular attention to alarm system design and the tools to protect its integrity. </P>
<P>How do I do that? </P>
<P>Alarm management is not rocket science. There's no special algorithms, and no special proprietary secrets necessary to make it work. The EEMUA 191 document is written just for those who need to know how to get their arms around it, and it's not really that bad to read. You can buy it with your credit card at <A href="http://www.eemua.co.uk/">www.eemua.co.uk</A>. If you have designed your system such that it is now out of hand, an alarm system lifecycle review will tell you that you need to rectify that to get it back within a state of control. </P>
<P>In the late 80's and early 90's there was a lot of talk about process optimization. There were people who would come to your site, and optimize your process. When they left, things ran well- all the loop controllers were tuned, all the targets were properly set, and things seemed to run fantastic for a few weeks. A few weeks later- back to square one. They did not install the tools to protect your unit from falling out of an optimized state. In fact, they did not want to install such tools, as that was how they made money. If they did install a tool, it was so rudimentary as to make you need their help anyway. </P>
<P>Such is the state of alarm management that is being sold by a handful of service companies. Yes, they offer software packages, but it is not in their best interests to make that package address your alarm system lifecycle. If it did, their income would drop drastically. </P>
<P>What is the pattern? A team comes on site- does a rationalization, and all is well for awhile, and then we're right back where we started. Why is that? It's because to be successful, we need to institutionalize and internalize the processes associated with good alarm management. And we need to correct the bad practices that allowed the alarm system to get into the shape it is in to start with. These need to be incorporated as a part of our internal processes and practices. Just as we did with process optimization (if we did). And as Mr. Ian Nimmo says (<A href="http://www.mycontrolroom.com/">www.mycontrolroom.com</A>) you need to consider all the factors associated with good SITUATION AWARENESS (his term- read his papers). </P>
<P>What is meant by that? It's simple- other than absolute nuisance alarms- all alarms exist for a reason. Unless you discover and resolve the cause for an alarm, it makes no sense to get rid of it just for the sake of reducing alarms. It will simply reappear, or- lead to an incident. Too few alarms can be more damaging than too many alarms. This means that some alarms just cannot be reduced without additional work around the control automation subsystems. Some have learned this the hard way on some of their initial rationalization attempts. </P>
<P>So- just what am I getting at? </P>
<P>Some service vendors out there want to sell you a rationalization project. They would also like to sell you a product which supports rationalization the way they see it. And at least a few of them have a very narrow view of the subject. They do not recognize the lifecycle aspects of an alarm system, just their desire to rationalize. So what do you do with their product once you've rationalized? Well- its only valuable if you need to rationalize again, and it is their goal to ascertain that need will exist. That's rather disappointing if you've designed a complete bid process around finding a product that will help you rationalize your systems. Quite frankly if that product did what it was desired to do, you could use it once and throw it away. </P>
<P>Much like the Webster's definition of the word rationalize, their motives are to create a rationale to hide the true motives behind their actions. i.e they've rationalized rationalizatrion, and made it sound as if it's a final answer when it is not. It's ignoring the causal drivers for bad alarms Essentially, it is akin to fixing a flat tire on your car everyday,rather than finding why it goes flat.</P>
<P>Ignore the noise you're hearing in this area long enough to consider a lifecycle approach to alarm management. Think of your alarm system as a system that needs to be properly designed to start with. If it is not, or was not, then rectify that situation, but be certain that you consider the need to get the system under control. There's a lot that's been written on this issue, but its not attractive because it says you have to alter practices and procedures and perhaps even take on additional automation changes rather than just doing a project and checking it off the list of to-do's. </P>
<P>So, if you have a new alarm system, put the tools on to start with to be certain it is properly tracked and kept within reasonable limits. You'll save massively in the years to come. If you have an old one, consider what is needed to get it back to a state of good design. </P>
<P>Yes, excuses may thus have to be made for your existing alarms, but your mindset will be one of getting it within a realm of control and tracking to be certain it stays there rather than just having to re-do it every six months. And the tools you choose will support this approach rather than one of continuous rationalization. </P>
<P>Place rations on their libations and they might come to the same conclusion... </P>
<P>I'll be addressing this issue more in the coming months. </P>
<P>�</P>]]></content>
	</entry>
	<entry>
		<title>Do you have alarm floods?</title>
		<link rel="alternate" href="http://tipstalk.tipsweb.com/2006/12/21/do-you-have-alarm-floods-3.aspx" />
		<id>tag:tipstalk.tipsweb.com,2006-12-21:59fbffc0-c4c0-4e3d-a3c9-a284b6484cb3</id>
		<author>
			<name>Steve Apple</name>
		</author>
		<category term="General" />
		<updated>2006-12-21T13:35:00Z</updated>
		<published>2006-12-21T13:35:00Z</published>
		<content type="html"><![CDATA[<P>Recently there has been a lot of discussion about avoidance of alarm floods- the holy grail of alarm management. Despite the efforts of hundreds of smart engineers and scientists in eliminating alarm floods, they still plague operators. In my opinion, it is because we keep trying to eliminate it, rather than just trying to help the operator deal with it.</P>
<P>I recently attended a presentation where the discussion was mainly focused on alarm rationalization. One of the reasons given for alarm rationalization was to reduce the number of floods. There was disagreement about what that meant, and several opinions offered. Prior to that I had been at another meeting where half of the group seemed to think they were in a state of constant flood, while the other half seemed to think that they had no alarm issues at all. At this point, I realized that perhaps everybody does not measure a flood using the same metrics. So, that gets us to the root of today's subject - just what is a "flood"?</P>
<P>According to EEMUA guide, a flood is anything exceeding 10 alarms in 10 minutes - or one per minute. I have looked at enough data to tell you many units are in constant flood by that measurement. However, the operating team does not perceive themselves as being in a flood condition. It is simply their normal alarm load. That team considers a flood as a group of alarms that they simply don't have time to deal with before something bad might happen. In other words, alarms associated with an upset condition, an equipment malfunction, or a process wobble, and perhaps a potential incident in the making. Often, a flood consists of unfamiliar alarms since they are outside of normal operating conditions and a range of normal training/familiarity.</P>
<P>That leads us to the unusual conclusion that "flood" as specified by data is not necessarily a flood to the operator. The operators know why the alarms are there, and they are essentially ignoring them because he knows they will not lead to anything significant. Some of them may even be there because they elect to leave them active for any number of reasons. In fact, once innured to the sound of the alarm annunciator, he is so comfortable with these alarms that he'd probably feel uncomfortable if they were not there. It's kind of like the friend with the overly talkative spouse. Did you ever notice how they were able to function through the incessant prattle despite the fact that it was starting to drive you up the wall? The human mind is capable of ignoring things in this way. This is why in the case of many incidents, ignorance of alarms has been noted as a contributing factor. Ignorance is a strong tool, and is in fact can be a good quality in the right circumstances. Soldiers learn to focus on their goals with bullets flying over their heads. Air traffic controllers learn to analyze situations under circumstances that are increasingly pressurized. Beekeepers learn how to ignore even more.</P>
<P>So, how does this relate to EEMUA guidelines? Simply stated, EEMUA guidelines are not applicable to a unit until that unit has observed, and put into practice ALL of the EEMUA recommendations for alarm management. Paradoxically, if you do not clean up your nuisance alarms, you will not pass the EEMUA spec of normal alarm state, yet your operator may not feel that he is in any state of disrepair. The EEMUA benchmark becomes vital only at the moment you accept the first tenet of the EEMUA documant:: <STRONG><EM>Every alarm has to have an associated operator action</EM></STRONG>. Subject to those conditions, every alarm that occurs beyond the allowable level contributes to a flood. On the flip side, every alarm that does not require action may not be contributory to a flood. From a purist viewpoint, it is, but not necessarily to the operator who is ignoring it. So why all the rush to rationalize alarm systems to reduce flooding? Does it really work?</P>
<P>Our data shows rationalization costs a lot of money, but doesn't necessarily solve the problem. Thus the reason for all of the papers purporting new cost-effective methods. In fact, our experience shows that the most bang for the buck comes when you get rid of all nuisance alarms, and using the information around the others to point you to the situations for which they exist. In other words, it points to Situation Awareness as the cure. This is contrary to all the written expert opinions currently in print.</P>
<P>Much study has been done surrounding this problem by the ASM Consortium (ASM is a registered trademark of Honeywell). Their members were the first to explore alarm rationalization some 15+ years ago. Shouldn't that mean they are now satisfying the EEMUA constraints of the EEMUA 191 report which they co-produced? Their evidence says no.</P>
<P><A href="http://www.asmconsortium.com/Asm/asm_imps.nsf/6f54acfc032f3c0e07256d0900722341/721b4ca15fb710e907256fb600692610!OpenDocument">See the paper they published on this issue.</A></P>
<P>Yet, their members don't seem to think they have drastic alarm problems, and many feel they have the alarm problem pretty well in hand. Not totally resolved, but in hand. And that's fifteen years after having started. Again that points to the fact that perhaps the problem solution does not lie in all of the things they've tried. Again- I point to a study in Situation Awareness as the required answer. That is the real jewel they have uncovered.</P>
<P>As a short diversion, another path has been taken lately that deserves some attention- tools that will resolve the issue once you have fixed the basics. These tools are based on principles for smart alarming, or state-based alarming. I have met lately with DCS providers and learned that tools are coming which will address this situation in most new DCS systems. I think you'll like them once you see them. Unfortunately, most require system upgrades to recent releases to make use of them. Where does that leave us with respect to legacy systems which will be with us for many years to come?</P>
<P>It has not been TiPS policy to recommend tools that attempt to handle alarm dynamics POST-DCS. There are many reasons for that. <A href="http://tipsweb.com/tipstalk/?p=7">Read my post on dynamic alarming to see a few.</A> However, we have seen some tool sets that deserve consideration.</P>
<P>The first is from a company called UReason. See their website at <A href="http://www.ureason.com/">http://www.ureason.com/</A> . These tools allow for a super-imposed alarm handling screen that "subsumes" alarms, creating a display that makes more sense. For example, it will recognize patterns, and reduce the alarm count automatically by knowing such things as when a pump shuts off, or when a start-up or shut down condition is occurring. Their OASIS system will use pre-designed filters to deliver only the information pertinent to the situation. In other words, those seventeen alarms you once received will be subsumed, and replaced by a single alarm that tells you the pump is down. Or, if the pump is automatically replaced, it may not bother the operator with the information at all - only sending its data to maintenance for service follow-up.</P>
<P>Note that the level of attention and maintenance for such a super-imposed system is increased to levels beyond even the maintenance you have NOT been providing to your alarm system. However, for those who have gone to the trouble of cleaning up their alarms, this could be a next logical step. WARNING!! DON'T TRY IT WITHOUT HAVING CLEANED UP THE BASIC ALARM SYSTEM FIRST. As a voice of experience from one who has tried it both ways, I can tell you that it has no chance of success if you don't do it in the right order. Also, don't try it in conjunction with complex state-estimation models. They have never worked, for a variety of reasons. Handle only the simplest configurations first, increasing your complexity to a level as you see the operations team can support it. The rule here is that if it must be maintained by engineers or mathemeticians, then operators will not receive sustained benefits from it.</P>
<P>To be fair, I should state that I have seen cases where complex model-based systems did work, and were maintained past their initial installation for some period. All of these successful examples share two common traits. The first was that the problem could not have been solved any other way. The second was that the value of solving the problem was so great that it justified the PhD mathemetician who had to be kept on the problem. Note that one other issue was that the PhD mathemetician's interest was also maintained because there were enough twists and turns to the solution that it required his ongoing inventiveness to keep resolving new issues. Perhaps more of these would be in existence if somebody were to offer an inexpensive and efficient expert system package...</P>
<P>We have also seen products from a company in Louisiana called Prosys. <A href="http://www.prosys.com/">http://www.prosys.com/</A>. Having not seen their tools first-hand, I can only guess what they have from descriptions of their products. The approach is similar - a replacement of the DCS alarm screen, but giving a more powerful view to the operator. My understanding is that they have a few examples of these having been installed and maintained for an extended period.</P>
<P>With proper implementation of these tools - not trying to take on the world, but simply to give the operator better information, it is possible that flood management - the holy grail of alarm management - may be within reach. We're certainly heading that way.</P>]]></content>
	</entry>
	<entry>
		<title>The ROI on Alarm Management</title>
		<link rel="alternate" href="http://tipstalk.tipsweb.com/2006/12/06/the-roi-on-alarm-management-3.aspx" />
		<id>tag:tipstalk.tipsweb.com,2006-12-06:ccb7f9b1-d9bd-4a4f-9aa0-c169008192ff</id>
		<author>
			<name>Steve Apple</name>
		</author>
		<category term="General" />
		<updated>2006-12-06T17:16:00Z</updated>
		<published>2006-12-06T17:16:00Z</published>
		<content type="html"><![CDATA[<P>I was at a mixed-company training a while back. There were companies there who used software from various vendors, and had solution projects performed by the same, and a greater mixture of "alarm management newbies"- i.e. those only recently addicted/afflicted. The question of ROI for alarm management came up. The Newbies wanted to know how the experienced ones evaluated ROI for the effort.</P>
<P>The comment from a battle-scarred veteran was "Yes- our management is asking that same question. They want to know what they have received back for the $x Million (it was a shocking number) they've invested in all of these rationalizations, etc. They noticed that the control room seemed a bit quieter, but they still saw the same shut-downs and plant upsets as before."</P>
<P>Their answer to management was that they wanted to work with the same vendor who had not yet solved their problem to invent plant state estimators, and develop a smart alarming system. WARNING Will Robinson! Aliens approaching. Be careful of what these aliens promise you. You'll be stuck with the result, and they'll exigrate back to their home land. Management's response back was "You mean we haven't already got that for what we've paid?" I repeat my mantra. You ain't seen an alarm flood until you've seen a smart alarm flood. As a veteran with battle scars in that area, I've seen too many brilliant people wreck their ships on those shoals to bet that a service provider is going to resolve this problem.</P>
<P>Don't take this wrong- the vendor they hired did just as promised, and did a good job of rationalizing their alarm system. Its just that at the end of that alarm rationalization rainbow, the leprechaun didn't have the pot of gold they'd hoped for. This is not necessarily the service vendor's fault (though promises were PROBABLY made to get the project started). It should have been obvious that a simple rationalization could not solve the problems that made the system get bad to start with- after all , it didn't change any processes, just an underlying configuration.</P>
<P>Again- a warning. This alarm management stuff is NOT rocket science, and reducing alarms is not the end resolution of your problems. Alarms are the automation backstop of the plant, and thus the best indicator of your problems. But, other than nuisance alarms which are easily dispatched, the real bottlenecks lie elsewhere. So, perhaps you can save all that rationalization money and invest it instead in the bottlenecks your alarm system is pointing to. Upgrade your control room. Redo your graphics. Increase your maintenance interval. Install better communications. These (and their cousins) are usually the root cause of alarm problems.</P>
<P>So- lets take this smart alarming thought process a step further- because I've been there and done that. Suppose you and I- with our vast intelligence- sat in a room and came up with every possible scenario the plant might face, and designed an expert system that would automate the plant through and past each problem. Well, guess what- we'd miss. And the ones that caught us would be the no-brainers that we were too smart to think of. We used to say that the solutions we offered didn't solve the problem, but only confused you more than before. However, we felt you were confused on a higher level and about more important things.</P>
<P>Alright- where is the ROI on alarm management? Actually, it's pretty easy, and it has to come from operations. How many times have you lost a pump, and how much did it cost? If you can avoid a lost pump due to a clearer message, what does it save? The answer to this question lies in benchmarking pre- and post-alarm management effort. Problem here is- if I do prevent a lost pump, how can I claim that savings if I don't know whether it would have happened otherwise? I cannot run parallel timelines and see what happens in another universe with different decisions...</P>
<P>So, let me help you get true ROI out of your alarms management investment. Don't bite off too much too quickly. Put the measurement tools and benchmarks in place up front. Let the data tell you where your problems lie. If you have a problem that can be solved by alarm rationalization, analysis of the data will indicate that. If your problems lie elsewhere, analysis of the data will indicate that. But don't put the cart before the horse. Don't spend $5Million on rationalization exercises that will produce no measurable effect. If you've got $5Million to spend, let the data point you to where your problems lie.</P>
<P>I suspect you'll learn that your alarm data will point you to several areas that seem obvious once you've seen the data. Oh- and stop looking at alarm management as an ROI exercise- it's NOT. It's really a RISK MANAGEMENT exercise. You should be looking at the dollars you are putting at risk by NOT optimizing your alarm system. This is always the scarier side of this equation, but infinitely more realistic. We'll have more articles dealing with this issue in the future.</P>]]></content>
	</entry>
	<entry>
		<title>The Value of Process Data to Alarm Management</title>
		<link rel="alternate" href="http://tipstalk.tipsweb.com/2006/11/10/the-value-of-process-data-to-alarm-management-3.aspx" />
		<id>tag:tipstalk.tipsweb.com,2006-11-10:56c1aeb3-7c28-401b-971c-c5f1c1fa0e2f</id>
		<author>
			<name>Steve Apple</name>
		</author>
		<category term="General" />
		<updated>2006-11-10T14:48:00Z</updated>
		<published>2006-11-10T14:48:00Z</published>
		<content type="html"><![CDATA[<P>For those of you who haven't seen it yet, TiPS has an add-on feature to our LogMate product called TRAC. <A href="http://www.tipsweb.com/products/logmate/forensics_trends.asp">http://www.tipsweb.com/products/logmate/forensics_trends.asp</A> This product was something that came out of our relationships with pharmaceutical clients. Those clients have a great need to have alarm data and process data together in the same spot to assist with variance reviews. In a straightforward implementation of the best of Microsoft, we are able to extract the process data, and align it with alarm data for any given period. There's even a relative time capability so you can view it batch-by-batch. </P>
<P>Cool- huh? But, that's not the data I want to discuss. The item I'm interested in today is that of the process data's importance to alarm management during the rationalization exercise. </P>
<P>Rationalization is something which TiPS advocates should be internalized as much as possible, and in most cases, should be under the realm of operations management. I expand on this philosophy in a two-part technical paper series. YOu can see the first installment of that series at <A href="http://www.tipsweb.com/downloads/A_Practical_Approach_to_Alarm_Management_Part_1.pdf">http://www.tipsweb.com/downloads/A_Practical_Approach_to_Alarm_Management_Part_1.pdf</A> </P>
<P>The process of rationalization often is one of the few opportunities for the DCS/ instrument engineers, control engineers, process engineers, maintenance and operators to sit together in a room and talk about how operators use the control environment. The tools involved are what each of these other factions work to have available for what the process engineer hopes is making what is planned. As such, there is a lot revealed about just which pieces are used, and how they are used, maintained, and intended. This process is thus very valuable. In fact, it is so valuable that it should not be shopped out to a vendor, except as an enabler, or as an internal partner to the process. Much of the time spent with a vendor is in the process of educating them to the level of what your internal people already know. The exception here is that alarm management specialists DO have a knowledge of the process necessary to accomplish a good project, and a partner in this process has a stake in making things work. Bottom line- avoid strictly project work except to fill in the blanks. </P>
<P>I used to visit an operations manager (who shall remain nameless) in Canada who told me a story which I'll share. </P>
<P>"I've looked this process over from a historical standpoint, and discovered we're operating at about 150% efficiency. I base that discovery on the fact of all of the justifications that have been put through for all of the projects we've performed over the past 10 years. Each small project was justified to get, and post-audited as receiving x% improvement. Well, all those improvements added up equals 150% or thereabouts. Now, we both know this can't be true, but it's taught me one thing. That is the importance of having continual projects in the plant. It seems that projects cause people to be interested in what we're doing, and they continue to fight against the natural tendencies for things to return to chaos. (remember the second law of thermodynamics- all things tend to greater randomness- it's still true). So, I like to keep projects going that keep people communicating and pushing each other. Otherwise, they get bored, and things fall into disrepair." </P>
<P>That's an interesting concept. I get from that the need to communicate to one another what is going on, and what is working, and what is not. </P>
<P>Years ago, I was doing some modeling on a unit. I was using one of those fancy Neural Net packages. (Not the nets with scribed steel handles- those would be knurled nets- totally different) Again- no names. I was told by the engineer who gave me the data that two specific variables were the most important variables to the control of the unit. Guess what? They were flat-lined. The engineer thought this was possibly correct, as they needed to be relatively flat to accomplish tight control. No- I mean they were flat-lined. NO data change at all. Just one value. In talking with operations, those sensors had been dead for over two years. They had developed other methods to accomplish control (essentially things which mirrored the action of these variables). Without that discussion, and a review of the data, the engineers would have never understood how operations was controlling the unit. This is just one story among many where similar discoveries were made. Neural nets were cool for the fact that they renderd the sensitivity, and data range of the variables involved in the model. I could go on, as that's fun stuff to talk about, but let's get back to how this relates to alarm management. </P>
<P>The point here is that the rationalization process allows a unique opportunity for a thorough operations review. TREAT IT AS SUCH, and you will benefit from more than a rationalized alarm list out of the exercise. One of the most overlooked items in this process- and you will not see this in any book, guidelines, or paper yet published- is examining the data activity around the alarms you assign. What does that mean? </P>
<P>Within the rationalization process (assuming you rationalize the complete operating unit), you will end up with a prioritized list of alarms. For at least the top priority alarms, and safety critical alarms, examine the data activity under these alarms. If you have time, you should do it for ALL configured alarms. To do this, you will need access to your process data historian, and the statistical toolkit it contains. Examine the data distribution, range, and standard deviation of each of the sensors you have rationalized. What do you see? Is it what you would expect? Why or why not? Have you assigned a high priority to alarms on sensors that are flat-lined? Have you assigned a low priority to an alarm on a sensor that is all over the map, and reflects something important to the process? This is just the tip of the iceberg of the discoveries you will make with a process data review of the important variables. </P>
<P>With this data in hand, and the process specifics it reveals, intercommunication between these factions of your plant is priceless. As my Canadian friend would point out- it forces communication for the purpose of a project that might not otherwise have happened. It gives people who might rather avoid each other a reason to have to talk. And that's valuable to your operation. </P>
<P>Lastly, let me take this opportunity to also issue a warning. There is a practice being proposed by a service company which they call "focused rationalization" or something like that. RUN AWAY from this methodology. I point to my earlier logic to help you understand the danger of this approach. The method of this madness is to focus rationalization efforts only on the alarms which have activated recently, or ones you designate as important. On the surface, this may sound rational. </P>
<P>Where does it fall apart? If you have alarms which do not activate because they are flat-lined, they may not get rationalized. If you have a sensor which is being used by operations to take the place of that sensor, you may not even place a properly prioritized alarm on that sensor. And even if one is identified as important- is it valuable to have an alarm on a flat-lined sensor?? A review of the historical process data would reveal this. Additionally, we all know that by Murphy's law, it will be the alarm which hasn't activated- and the operators therefore had little experience with, that will be the one which will cause the next incident- the one we ignore because it never activates. This method must have been hatched by somebody with very little statistical process data experience. It is statistically unsound, and could be very dangerous to your process. Unless you like talking to regulatory bodies and lawyers. </P>
<P>TiPS advocates that if you are looking to reduce your rationalization effort, it must be with a consideration of overall process unit risk. And any unit which is slated for rationalization must be FULLY rationalized. You can read more about this in our recent two-part series on Practical Alarm Management. The first part is available on our web site now, and the second part will be released next month. I hope you will read it, and comment.</P>]]></content>
	</entry>
	<entry>
		<title>Thin Clients- Is software history repeating itself??</title>
		<link rel="alternate" href="http://tipstalk.tipsweb.com/2006/10/23/thin-clients-is-software-history-repeating-itself-3.aspx" />
		<id>tag:tipstalk.tipsweb.com,2006-10-23:45c22e6c-8971-4808-bb06-01a1679ec923</id>
		<author>
			<name>Steve Apple</name>
		</author>
		<category term="General" />
		<updated>2006-10-23T12:29:00Z</updated>
		<published>2006-10-23T12:29:00Z</published>
		<content type="html"><![CDATA[<P><STRONG>The historical context:</STRONG></P>
<P>In the late 80's software was passing from the mainframe domain to the desktop PC. It was an exciting time. Those software companies who had invested huge sums in mainframe programs told their clients that PC's were "just a fad" that would pass.</P>
<P>This was a mistake. They failed to realize the inherent desire of engineers to be in control of their own technical solution domain. They also missed the fact that the mainframe IT organizations were back-charging their departments with horrendous usage costs for each "CPU-based time unit" that they made the mistake of using. This charging method meant that users tried to limited usage (or their boss did) to avoid interdepartmental charges, and that was exactly the opposite of what you wanted engineers doing when they were trying to resolve tough process problems.</P>
<P>Those software companies who saw the writing on the wall invested in the major task of rewriting their software to take advantage of both the new availability the desktop machines offered, and the desire to have it there. Then there were others. They saw the desire, and understood the market change, but didn't want to make the investment, hoping they could continue to milk the investment out of what they had already written. So they wrote "wrappers". These were interface programs- shells essentially- that allowed the user to access program basic setup within the PC environment, and then fed the information in batch form to the mainframe. In some circumstances, the complexity of the application justified this approach, as PC's of the day weren't quite powerful enough to replicate the application. In others it was simply laziness and greed, or perhaps some hope that the naysayers were right- it was just a fad, and they were better off waiting until things changed again.</P>
<P>This pattern is repeating today in traditional process industries.</P>
<P><STRONG>History repeats itself</STRONG></P>
<P>Unfortunately, in the process industries, there is not a large appreciation for software standards of practice. This is not true in some other industries- financial, and risk management are two that come to mind. As a result, many of the software vendors who service the industry are hoping that most of their users are not aware of the thin-client revolution. The cost to redesign their applications (again) could be horrendous.</P>
<P>Living around Austin, Texas, we have seen software standards taken to their ultimate test. We were in the center of the dot-com (dot-bomb) revolution. The software platform necessary to support the dot-bomb revolution had four basic requirements. It had to be quick to develop; it had to be easy to install; it had to be easy to use; and it had to be cheap to maintain. Without those elements, you could not expect to sustain the minimal profit margins that these companies were expecting to make up in volume in a quickly evolving market. In many cases, it turned out that the volume was zero, so low percentages of zero caused for shuttered companies (and a flood of used Herman Miller chairs on ebay).</P>
<P>Shuttered companies aside, the design techniques and development platforms to support this software revolution are newly available. They are phenomenal in their value and reach. And they enable better software. Those willing to make the herculean effort to redesign on these platforms realize the instant resultant lower TCO (Total Cost of Ownership) for their clients. They also guarantee extended viability for their products as interoperability issues come to the forefront. this is very similar to the revolution caused by the introduction of the PC desktop in the '90's.</P>
<P>I want to sing the praises of the MS ASP.NET architecture. TiPS Inc. has made the large investment over the past few years of redesigning our products to work within this architecture. As a result, we become instantly interoperable with any and all other products built under this framework. Our clients avail themselves to our products over a true thin-client route that requires a dedicated investment to undertake and maintain.</P>
<P>unfortunately, this architecture allows the use of a ".NET wrapper" just the same as a PC allowed the use of a menu-driven batch file to be created. At any rate, it is only a wrapper- not a true thin-client application.</P>
<P><STRONG>Buyer Beware</STRONG></P>
<P>I recently saw a company advertising their "software suite that was built on MS. NET" Hah- the "suite" is a container built on .NET that then allows web-browser interface to these legacy applications. Their products they want to sell you under that container are still legacy products built several years ago. I guess the container or shell makes it viable to say the suite is "under" this framework.</P>
<P>In other industries, as mentioned before, the first questions asked of any software sealesperson are the right questions. They stop you mid-feature description and ask: Is the APPLICATION itself built on a thin-client architecture? If not, what is it built on? Any other answer causes no further questions to be asked. Yes, they will allow you to finish, and polite ones don't even look at their watches. These users have learned the Total Cost of Ownership (TCO) has very little to do with features of the software. Modern architectures allow any software to add features on request. But a bad architecture will live with you for many years, and make you wish you had asked certain questions up front.</P>
<P>A quick check you can employ is how does the application deploy clients? Do they have to be installed (even if automatically) on each machine, or do you just open up a standard application such as Internet Explorer, and have instant access to the application? Lack of a true thin client is a sure sign of a cluged application infrastructure. True .NET applications make full use of web services that is integrated into the microsoft framework.</P>
<P>Other signs to look for are: What about integration with MS SQL, and true real-time access to the SQL architecture? How long does it take to perform a query on real-time, instantaneous results? Are results available in real-time, or does data have to be batched in for occasional review? Does a different application require installation of another module?</P>
<P>What about ease-of-use? Does it seem intuitive to use? Can you just click on things and start to get answers? Is there an effort towards two-click resollution? Recall that this is the model that Microsoft brought to the industry. As an example: Though MS Word will do a lot of things, you can get in quickly and make a letter without ever studying all the intracacies. True industrial applications should offer this same level of ease of use. True .NET software developers strive towards two-click resolution.</P>
<P>Lastly, what about upgrade and maintenance issues? How much disruption is the release of a new revision going to cause when I need to install it throughout my system? Do I go to one point, and I'm done, or do I have to find all users, and upgrade their clients also? Vendors who are short on architecture usually try to lead the argument with features, or point to their strong services surrounding their software.</P>
<P>Review these issues when you are studying software purchases. You'll find that for many, software is a side-line to their main business- normally services. Such companies cannot usually be expected to keep up to date on the latest software development issues. As I have already mentioned in a previous post, that is not important to them if they are also going to be the users of the software. They know the command-line syntax to get around all of their software quirks.</P>
<P>We perform to these standards, but then, we live in the middle of the Austin software think-tank. The'd laugh us out of the neighborhood if we didn't perfrom to standards.</P>
<P>In sharing this with you, I am revealing the biggest fear of any software company. Someday, somebody will write the operating system that is so easy that 16 year olds will build what we've invested so much in within a three-day period. The tools will just be that easy. It hasn't happened yet, but the new software out there truly does offer levels of development speed and inter-operability that were previously unseen. For those few of us who have invested in this infrastructure, our clients will reap the benefits for many years to come.</P>
<P>For those of you who wish to understand this a little better, study the way vendors advertise their software in other industries (CRM, for instance) Go to their websites, and review their software descriptions. They don't even mention features. They just talk architecture. Sometimes, its difficult to even figure out just WHAT their software does (feature-wise). That's because their market is matured to the point that several generations of software maintenance have shown where the true costs of software reveal themselves. So, be aware, and ask the right questions, and watch for uneasy squirming. Educate yourself to, and examine what is termed "Total Cost of Ownership" (TCO) issues. Your company will be glad you did.</P>]]></content>
	</entry>
	<entry>
		<title>Drinking Your Own Bathwater</title>
		<link rel="alternate" href="http://tipstalk.tipsweb.com/2006/09/11/drinking-your-own-bathwater-3.aspx" />
		<id>tag:tipstalk.tipsweb.com,2006-09-11:0882b0f7-8bc1-4197-aa5a-b972e4cc2622</id>
		<author>
			<name>Steve Apple</name>
		</author>
		<category term="General" />
		<updated>2006-09-11T16:47:00Z</updated>
		<published>2006-09-11T16:47:00Z</published>
		<content type="html"><![CDATA[<P>TiPS as a company is a PURIST in two aspects. </P>
<P>1. We focus 100% on software development and deployment. </P>
<P>2. We focus 100% on alarm management. </P>
<P>Why is this valuable to you? </P>
<P>Using your own software to do project work is somewhat like drinking your own bathwater. You probably can do it occasionally to let you know how bad it is, but you don't want to make a habit of it for fear that you begin to think its not all that bad.</P>
<P>Software by its nature is like a child to those who develop it. When the first person makes the first remark about the lack of inherent beauty, you are ready to take them to battle. However, it is only those who are willing to listen to the voices of others who ultimately win the war and actually make battle-hardened software. If I'm willing or employed to use it myself, I simply elbow the naysayer aside, and go to work. </P>
<P>Let's examine the difference. If I always use my own software, then I don't really care about its inherent lack of usability. In fact, those of us who have ever used command-line programs know that they are the best. Once you learn to speak the language - you can bypass a whole level of manipulations and go directly to the point of solution you desire. This is great for those of us who want to immerse ourselves in one program, and live with it day-in and day-out. But what about those who have more things to do than just run one program all day long? That portion of society needs software that is designed with ease of use in mind. And for that, there is nothing more telling than having to sit NEXT to somebody else who is using your software, and finding where they get trapped. There's a goal in the software purist side of the industry for "two-click resolution". That means you strive for no more than two clicks to the next drill-down the user needs in any given situation. We're not fully there (nobody is) but it is our goal.</P>
<P>As a software company, think about the trouble we would get into if we just made our software hard enough that they had to hire us to use it. Or scared them into the "don't try this at home" model.</P>
<P>At TiPS, we instead try to make a practice of working elbow-to-elbow with our users. In fact, for many years, that was probably our biggest weakness. Rather than convincing the managers to buy our stuff (i.e. in volumes and based on a good PowerPoint presentation), we were convincing the users to buy it. And they did. In fact, we have more alarm management customers than any two of our closest competitors. And that says something. Our software is the clear choice of the end user. That is because of this closeness we've shared with them and our ongoing attempts to be certain that somebody else besides us could use our software.</P>
<P>It is TiPS' continued goal to make our software more automated, easier to use, and more adaptable with every line of code we write. Its not good enough to just perform a function, and add that to the laundry list. It's only good if the end user can easily access that function, and it fits with every thing else he has to use the product to do (i.e. he doesn't have to load up another application to do it. Does this sound like anybody you know??).</P>
<P>Don’t get me wrong. We use our own software, we just don’t solicit project work with it. But we do run through terabytes of data, and set up demos for people on our servers with their data, so they can see how easy it works. And we do come up with new and easier ways to analyze data by the continuous analysis we perform on data sets. </P>
<P>That leads to the second point. Because we focus 100% on alarm management, its what we do best. It means the conversations in our halls always revolve around how we can do something better for our clients. And we don't worry about how well that fits with our latest driver sales or advanced controller, or whatever. It simply has to be able to resolve your alarm management issues, and do that task better than anybody else. </P>
<P>Two recent major corporate contracts signed with companies who did extensive product analysis (both were approximately 6 months in duration) tell us that we're doing something right. We intend to continue to do those things right, and continue to do them better than anybody else. </P>
<P>If anybody asks you if TiPS will come out and perform a job with their software, just tell them, "No. They automated the task for me, and I was able to do it myself. And I used less effort than if they came on site, and I had to teach them all the ins and outs of my plant." If you do need extra manpower to perform a full rationalization, there are others who provide that service, and do it quite well. </P>
<P>Oh - one last point. We will NOT take your data and share it with the world. Though we've reviewed more alarm data than any other company, I don’t know ten customers who want us showing ANYBODY how bad their alarm system used to be.</P>]]></content>
	</entry>
	<entry>
		<title>C.A.M.P. vs L.A.M.E.</title>
		<link rel="alternate" href="http://tipstalk.tipsweb.com/2006/08/18/camp-vs-lame-3.aspx" />
		<id>tag:tipstalk.tipsweb.com,2006-08-18:a5ef1b6e-d4e6-4390-ae5d-ddf0ecbe1d43</id>
		<author>
			<name>Steve Apple</name>
		</author>
		<category term="General" />
		<updated>2006-08-18T13:33:00Z</updated>
		<published>2006-08-18T13:33:00Z</published>
		<content type="html"><![CDATA[<P>You pay your money- you get your certification. "If I sleep through the class, do I still get my certification?" The answer is yes. After all, you aren't tested, or asked to perform to any level of competence, you're simply lectured to by a drill sergeant on his ideas about what alarm management is, and how his product makes it all work. </P>
<P>C.A.M.P. or Certified Alarm Management Professional almost made me fall off my chair laughing when I first saw it. So, just to be certain, I pulled out my Webster’s and looked up the definition. "camp- something that is considered amusing not because of its originality, but because of its lack of originality." Yep- that fits the bill. </P>
<P>I noticed first that some company offers a two-day training course. For $1200, you're allowed to go sit in front of them and get a two-day sales presentation. For that you receive a certification as an AMSS. (Alarm Management Sucker Supreme?) I laughed, and asked an attendee (yes- one of my clients wasted his money). He said he knew more than the teacher did just from the papers I'd sent him to read. Paid his money, got his certification. </P>
<P>Then I noticed that another company - not to be outdone - had upped the ante by making their focus around the 150-page book/brochure they recently wrote (Note: buy it at your risk, or just wait for another upcoming seminar where they will give it away so they can advertise the number of people who have read it). Additionally, with their training, you get continuing education credits from an organization willing to dole those out for people who are never even tested for what they have learned. And you get to be CAMP. Totally un-original. That is so "last week"- as my daughter would say. </P>
<P>OK- I'll repeat my mantra. Alarm Management is NOT rocket science. I KNOW THIS- I used to work as a rocket scientist designing and testing equipment for the space shuttle. It's simply good logical engineering, and a lot of bookkeeping. It is not a PROJECT, it is a PROCESS, and adjustments to your operations processes. Anybody who can make an alarm can remove an alarm. The goal is not to reduce alarms, but to balance to the proper amount of alarms. Too few alarms is WORSE than too many alarms. </P>
<P>So, if you need to hang a plaque on your wall, TiPS has decided that we will start issuing certifications. We're not going to preach to you about how good our products are for two days. Simply send us the money. We'll send you a L.A.M.E. certificate. That stands for "Local Alarm Management Expert". And when anybody asks who is the local expert on that subject, you can show them your certificate hanging on the wall. And if OSHA or EPA comes by, you can show it to them and it will have just as much value to them as the other guys' does. And if your company has a benzene spill because some company rationalized away the alarm that would have prevented it, then you'll at least have a L.A.M.E. excuse... </P>
<P>All kidding aside, stay tuned to TiPS website <A href="http://www.tipsweb.com/">www.tipsweb.com</A> where we will soon be announcing an alarm management training program to be taught by true alarm management professionals- ones who have been focusing in it, and contributing to both companies and specifications like EEMUA, ASM, and ISA for decades. We have decided that rather than hiring somebody and hanging a sign on him that says he's the expert in alarm management, we would go to the industry, and find those persons who truly are, and offer their training up as an independent offering. We have already done this for several of our clients, and it has been an overwhelming success. That means you won't hear a pitch on anybody's software- just the facts, and the technical information you need to get you moved past your current level of enlightenment. </P>
<P>It also means our goal is not to scare you into how complex it might be so that you'll have to hire us to do it. We believe that we can simplify it to the point you'll see you can do it yourself, or hire assistance under your direction. Let's get your alarm management system properly balanced without making a mountain out of a molehill. And let's do it without a bunch of lame certifications. If you want real certification, review the ISA's programs that require training and testing before offering certification.</P>]]></content>
	</entry>
	<entry>
		<title>2 Forms of Alarm Rationalization</title>
		<link rel="alternate" href="http://tipstalk.tipsweb.com/2006/07/12/2-forms-of-alarm-rationalization-3.aspx" />
		<id>tag:tipstalk.tipsweb.com,2006-07-12:e10947ff-c17c-47c1-a291-ce57c264b1fc</id>
		<author>
			<name>Steve Apple</name>
		</author>
		<category term="General" />
		<updated>2006-07-12T12:09:00Z</updated>
		<published>2006-07-12T12:09:00Z</published>
		<content type="html"><![CDATA[<P>I continue to attempt in my blogs to define terms better for our public so that they get a clearer understanding of just what this alarm management is all about. Whether they choose our company for their needs or not, I feel compelled to clear the air on a lot of the confusing rhetoric. </P>
<P>A lot of papers continue to be printed on this issue of rationalization- each professing to have the answer. I guess it’s a good thing everybody did not jump on the advice of the first one. Some of this confusion seems to be deliberate obfuscation by vendors who hope to distill a sense of fear in you. Conversely, some of the confusion seems to be with the very definition of the term itself, and the prevailing assumptions made by those who hear the definition. I will try to add some light. </P>
<P>There are two forms of alarm rationalization. The first is the design approach, the other is the data-based approach. It seems in the process world these two worlds are continually at loggerheads. The design guy is stuck on how many theoretical trays are necessary to make a distillation tower simulation converge properly. The data guy is worried about how many real distillation trays are collapsed in his tower, and what he must now do to get the desired separation based on the current data. Each is important to the eventual result, but neither seems to understand the issues of the other- or respect them for that matter. </P>
<P>Let's examine the design approach first. This approach says that if an alarm system is properly designed, then it should run properly. That means that you assign only alarms that MATTER- or have a defined operator action. You design those alarms to be observant of the timing, safety, environmental consideration, and potential costs associated with each alarm. You balance these issues within the alarm configuration as a whole to assign the proper priorities to the alarms you have assigned. Incidentally- EMMUA says that you should thus end up with 80% low priority, 15% medium, and 5% high priority if you do this right. </P>
<P>And to do this you really don't need to know how many alarms per hour your operators are dealing with. The only dataset you need is the current alarm configuration. Some have told me that this is all that is required to rationalize the alarm system. If properly done, you will meet all of the requirements of the EEMUA 191 guidelines, and will avoid floods as best as possible without adding a layer of dynamic alarm management. After instituting this process, then if they get too many alarms, then they are operating the unit wrongly (assuming your design information is correct). This can then be adjusted for poorly-communicated design issues, and you are finished. Add the data to a configuration knowledgebase, make it available for the operator to view when trouble comes, and you are finished. This process should be supported in workflow and tools by any good alarm management tool kit. </P>
<P>The other approach is the activation data-based approach. Bring all alarm activation information into a database. Review this data statistically to examine what are the issues that are affecting the operator. Resolve these issues by getting rid of nuisance alarms, and rectifying the configuration to reduce those most prevalent alarms. Find out why those alarms that are occurring exist. Find paths toward replacing alarms with other methods that create the same operator "Situation Awareness" (see <A href="http://www.mycontrolroom.com/">www.mycontrolroom.com</A>). This can be operator graphics, communications, redirection, or a myriad of other methods. Some tell me that once the bothersome level is reduced, their job is done. In this manner they "crawl" their way into a rationalized system over time. Statistically, I guess its possible if you keep at it without ceasing. </P>
<P>At TiPS, we advocate a balanced mix of these two methods. The best projects include a mixture of both. They also include operator training, an alarm philosophy, a management of change procedure, and an ongoing audit and maintenance of the results. </P>
<P>I recommend you examine both of these methods, and use the parts of each that are able to be accomplished knowing your current management disposition, personnel availability, and other issues that come to bear. There's more to it than I've discussed here, but I think you get the general gist. The hardest to justify is the design approach, because it usually entails a large project. A "nibbling" approach can get rid of a lot of noise. However, you should recognize that if you only look after the bad actors, it is the bad actors that have not occurred that may jump up and bite you when you least expect it. The design approach allows you to anticipate the bad actors in advance of their potential damage. It's the ones we don't anticipate that always get us. </P>
<P>We will have a white paper coming out soon that discusses this in more detail, and with an eye to the risk associated with each method. We refer to this mixed method as a balanced approach. We don't intend to patent it, or claim intellectual property to it. It's just good logical common sense, and an approach that many of our clients use successfully. After all, good alarm management is just good common engineering sense. There's no patent on that- you either have it or you don't.</P>
<P></P>]]></content>
	</entry>
	<entry>
		<title>The History of Alarm Management</title>
		<link rel="alternate" href="http://tipstalk.tipsweb.com/2006/05/15/the-history-of-alarm-management-3.aspx" />
		<id>tag:tipstalk.tipsweb.com,2006-05-15:9a3cc836-ad2a-4e6a-8579-e957de1f89a8</id>
		<author>
			<name>Steve Apple</name>
		</author>
		<category term="General" />
		<updated>2006-05-15T13:24:00Z</updated>
		<published>2006-05-15T13:24:00Z</published>
		<content type="html"><![CDATA[<P>A recent post by another company has prompted me to write this post to reveal a little better history on the chronology of alarm management.</P>
<P>First- I'd like to state that we always welcome people to Georgetown, Texas with the byline "The Alarm Management Capitol of the World". Any of you who are in the region are welcome to stop in, and we can show you the spot out on Lake Georgetown where Ted Stoltenberg managed his first alarm. It's a small lake- good for skiing and fishing and such, but without properly managed alarms- well it wouldn't be pretty.</P>
<P>Alarm management practices were first undertaken when it was recognized that alarm logging printers were unreliable. So, it was a call of necessity and perhaps the expedience of a vacant need that cause Ted to build the first alarm management package. In those early days (around 1992- see the links in our website <A href="http://www.tipsweb.com/about/history/">http://www.tipsweb.com/about/history/</A>) the first versions were written to run on the VAX platforms that were so prevalent on control systems in those days. Their design was to take the data that was pushed to the printer port (the alarms and events) and store them first into a file. This file was then available for use in process forensics, and on-line to see what was happening when the alarm log was scrolling off the screen. As the technology advanced, a full database was added. This allowed for proper field assignments of the data, and thus searching and sorting and database manipulation techniques.</P>
<P>With customer requests, we soon upgraded the technology to include statistical analysis of field content so that frequencies of alarms could be tracked. When the EEMUA document was released, these analysis were upgraded to include all the important measurements recommended by EEMUA, and an industry- unique engine to use EEMUA guidelines to calculate alarm priorities given safety, environmental, cost and maintenance factors.</P>
<P>Prior to today, that package has been entirely re-written to reside on the most advanced MS ASP.NET platform. That means it is the only product with a full thin-client interface for ALL functionality. I'll write more on that point at a later date, but what that means to you is that you don't have to install client software on every machine you want to use it on- just open up a browser window, and point it at the proper (protected) address to use the application. With proper security allowances, you can do this poolside.</P>
<P>What are some of the other turns that alarm management has take along the path? Having been at both Pavilion and Gensym when this market was developing, and having sat on the ASM consortium for a few years, I can tell you a little about the interest level that drove its rise to fame.</P>
<P>The Abnormal Situation Management /ASM (now copyrightred by Honeywell ) consortium was formed as a joint venture between the National Institue of Standards Technology or NIST (that means your taxpayer money) and industry. Industry meant several concerned parties from the manufacturing arena. NIST funded the lion's share. Honeywell moved in quickly to become the vendor sponsor to ascertain that the discovered technology would come to market. I don't think it was expected that it would come to market quite in such a protected manner, but that's another issue. One of the first goals of the ASM consortium was to identify how to tackle the alarm management problem. Recent (at that time) activity at a refinery in England caused them to have a great concern, and they were involved in funding an effort to write a specification which eventually became the EEMUA 191 spec. (See more on this spec and others through the link at <A href="http://www.tipsweb.com/about/resources/">http://www.tipsweb.com/about/resources/</A>) The ASM and its members co-sponsored this publication, and contributed much information to its development. This specification has become the defacto guideline for alarm management. The ASM also has published several documents and guidelines on alarms and alarm management. Some of these documents are available on their website <A href="http://www.asmconsortium.com/">www.asmconsortium.com</A> and again, I remind you that ASM is a copyright of Honeywell. Today, some of the same effort is going on to write a modern version of these specifications within the ISA. It is called the ISA SP-18.</P>
<P>As the ASM consortium began to wind down, several of the members have leaked out into the conuslting community. We work closely with two of those. Dr. Doug Rothenberg, ex- of BP, and their representative to the consortium prior to having swallowed Amoco, now runs a consulting firm out of Ohio called D-ROth Inc. <A href="http://www.d-roth.com/">www.d-roth.com</A> He is also the leading trainer of ISA members in alarm management, holding both classroom, and web-based training seminars around the US. We connect Dr. Rothenberg with our clients when they need grounding in the basics of alarm management or need to understand best practices associated with alarm management. He assists with creation of philosophies, and also establishing the processes necessary to perform and retain the benefits of a good rationalization process.</P>
<P>The second we work with is Dr. Ian Nimmo. Ian coined the phrase "Situation Awareness" to refer to the environment that you try to create in which you want to inform the operator whether he should get up and do something or continue stasis. See more at <A href="http://www.mycontrolroom.com/">www.mycontrolroom.com</A>. Ian has made a great study of all of the factors that effect alarm management, and his company- User Centered Design Services or UCDS- consults with companies who want to learn from a man who has spent more qualitative time in control rooms than any other person on the planet. He used that time to quantify the many factors that effect operations efficiencies, and how they interplay- witnessing the emergence of the alarm system as the ultimate garbage can for those things we've decided we either cannot or do not want to resolve.</P>
<P>These two companies carry some of the basic answers to true alarm management. Their personnel are not hirable by large companies, except as consultants- they simply desire to be independent. We work with them because we cannot hire persons who have their experience, and we respect their independence. Check them out- they truly can help you to understand the true gist of the problem that is often identified as a poorly performing alarm system. </P>
<P>So, where is alarm management heading? Contrary to the belief of others it is only begining to be used to its fullest potential, and will have a long and very valuable contribution to digital control and information systems. The alarm problem is only getting worse, as alarms can now be created at the instrument level, controller level, DCS level, and HMI level. Fieldbus adoption only exacerbates this issue, not simplifies. We'd like to think that dynamic alarm management will soon answer a lot of the problems that normal alarm management now undertakes, but you first have to have a clean NORMAL alarm system to extract maximum value from dynamic alarm management, and few people have that. There is a leading edge out there (and I DO NOT mean bleeding edge) who are taking advantage of dynamic alarm management, and seeing great results. But these are people who have undertaken a commitment we don't see among the majority of companies in alarm management awareness. If more understood the benefit, perhaps more would start down the path.</P>
<P>Watch TiPS website in the future for some announcements of tools that will change the way companies use alarm management tools, and interact with higher-level decision making engines. It is truly our goal to make the normal path easy to take, and as automated as possible. We believe thefirst level of this problem should be able to be resolved by operations personnel- those who it effects the most. They should be able to do it with tools that are automated enough to require a minimum of input from engineering. After all- that's the job of a good engineer- to figure out how to do things, and automate it so that the engineer doesn't have to be involved. In that way, those most effected by the outcome can control the process.</P>
<P>It looks like some others would like to convince you that this problem is difficult enough (and to make their tools complex enough) that you will always have to have them involved. Wrong answer. The tools should simply contain the ability to escalate any problem when it truly does become something that somebody working on shift doesn't have time or simple tools to resolve.</P>
<P>We've been with you in the past, and we'll be with you in the future. Stick with us- we'll get you there.</P>
<P>SMApple 5-15-06</P>]]></content>
	</entry>
	<entry>
		<title>Service-Based Software Companies</title>
		<link rel="alternate" href="http://tipstalk.tipsweb.com/2006/05/09/servicebased-software-companies-3.aspx" />
		<id>tag:tipstalk.tipsweb.com,2006-05-09:cc276cca-4fe9-4994-98a7-f68bbf003656</id>
		<author>
			<name>Steve Apple</name>
		</author>
		<category term="General" />
		<updated>2007-05-10T15:37:08Z</updated>
		<published>2006-05-09T13:58:00Z</published>
		<content type="html"><![CDATA[<P>Are you considering buying software from a company that has a high service-oriented element? Perhaps you should think twice. Some of them are good, but you should be wary to examine their goals in selling to you. Is it perhaps possible that they only want your business so that you will have their difficult software, and soon be in dire need of services to make it work??? Have you ever heard th e phrase "Don't try this at home."?&nbsp;Perhaps the "don't try this" is directly associated with the trap that is set by thte difficulty of the software design itself.</P>
<P>How can&nbsp;one know if this is their practice? Generally, its a simple process. Look at their software versus services mix. Most professional software companies, do not mix more than&nbsp;10 to&nbsp;20% of their income from services. Any more than that, and it is not a software company. It is a service company which offeres a software package to drive their services into other areas. You can generally expect that whatever the software component price of their offering is, you will spend the appropriate and commensurate amount on services- almost always matching or exceeding their corporate percentage breakdown (it varies if they have multiple packages). If you think you willl get by without that expense, be aware that they are professionals at extracting that service dollar from you once you have their software,&nbsp;especially if&nbsp;you don't have the time to use it to its fullest extent. And you generally don't.</P>
<P>The second thing you must examine is company motive.&nbsp;Is there a desire to increase the ease of use, and general client-oriented value of their package? The truth is that the harder the software is, the more time on site, thus the more services income. Service companies alften have internal arguments with their developers about whether they should include certain ease-of-use features. Often, this is guarded under the guise that it may reveal certain intellectual properties that are the company jewels. Additionally, few clients will chance the path themselves, having been warned off by the last brave soul who believed the sales guy who sold them the package.</P>
<P>What does this all mean to you? Buyer beware.&nbsp;If you are offered an unbelieveable price on software, you should know that the service bill will soon be coming. Opt instead for the company who strives to make its software easy to use, so that you can select the people that you want to hire to perform services operations, should you decide it is outside the realm of your time commitments.</P>
<P>SMApple 5-9-06 </P>]]></content>
	</entry>
	<entry>
		<title>Dynamic Alarming - The Ugly Truth</title>
		<link rel="alternate" href="http://tipstalk.tipsweb.com/2006/04/04/dynamic-alarming-the-ugly-truth-3.aspx" />
		<id>tag:tipstalk.tipsweb.com,2006-04-04:c1b70cac-4bae-4ef0-8220-5e7f362723d8</id>
		<author>
			<name>Steve Apple</name>
		</author>
		<category term="General" />
		<updated>2007-05-10T15:36:41Z</updated>
		<published>2006-04-04T13:31:00Z</published>
		<content type="html"><![CDATA[<P>Today , I want to talk about dynamic alarming, and how it relates to alarm management. It's a hot topic.</P>
<P>Let's suppose you've done a lot of work to get alarms to a point where your control room is quieter. It is. But you still have the upsets- alarm floods and all. You had promised management that the $5MM they spent on alarm management and all the rationalization, etc. was going to solve this problem.</P>
<P>What is the solution? Why- we need smart alarms- or dynamic alarming. The same vendor that promised solved alarm problems has a new solution to offer. We'll make a plant state estimator, and change alarm settings on the fly to reduce alarms as the plant enters different states. Or better yet- we'll be able to avoid alarms entirely, as it predicts what is coming- kind of a better verision of the previously promised dream world where you had reduced the alarms to such a point that your OPERATORS were now able to predict what was going to happen (the so-called "predictive" alarm state- you can read the babble on other companies' web sites- we do not condone the concept).</P>
<P>I want to help you get your mind into a set where you understand two basic differences. One is the class of alarm management performed AFTER an alarm has been created. The other is the actual creation of an alarm message, and/or perhaps making a decision about alarms based on real-time data which is streaming into a database from a running process- better termed alarm handling than alarm management.</P>
<P>First- let's address the post-alarm creation issue. Within many instrumented systems- the DCS, the basic instrument, the HMI, or other digital information system, there resides an alarm processor. This alarm processor is designed to set a bit to true (or false) if a certain condition in the data associated with a specific tag does a certain thing. For instance, the data may exceed a value- either above or below. Or, it may make too large a change across too short a time. Or a handful of other things. This creates an alarm. The digital information system is set to then announce that alarm in a common format, so that it can then be recognized appropriately, handled by an operator, and logged for historical and troubleshooting purposes.</P>
<P>Alarm management systems are not designed to interfere with the creation of this alarm. They are instead designed to deal with the information once the alarm has been created. They database it, putting its information into fields in a database for later sorting, searching, or analysis using statistical tools. (they also do other things, but that was the primary use) With time, these tools have grown more powerful- they now database the information in real time, and make the information immediately available for action by an operator. They also track the alarm configuration database, and associate engineering informaiton to each configured alarm or tag. TiPS does this. (<A href="http://www.tipsweb.com/products/logmate/">http://www.tipsweb.com/products/logmate/</A>). For this reason, some companies have actually used our system as the real-time annunciator and display for alarms to their operators. This is not the design of our system, but is one use we have seen.</P>
<P>With this "semi-real-time" alarm handling, there are some very basic dynamic alarming functions which can be undertaken to reduce alarms in times of potential flood, or just to reduce control room over-information. In LogMate, using the SIGNAL (<A href="http://www.tipsweb.com/products/logmate/signal.asp">http://www.tipsweb.com/products/logmate/signal.asp</A>) package, it is a very simple process to review the alarm information that is coming in, and using logical tools, to write messages back to the DCS which can dynamically change the alarm configuration. This can be useful for many simple cases. The first is when you have a piece of equipment which trips, and causes a series of alarms. Suppression of the other alarms is a simple matter of setting a logical filter to trap them, and suppress them.</P>
<P>The second case may be state specific. By setting up a specific state table, it is a simple matter of defining the logic to trap plant state changes (tractable ones, at least), and using that information to alter the alarm setup. This can be extremely handy for times of start-up, shut-down, or various product states. Not complex, but can be if you want it to be. The nice part about this is the SIGNAL application also allows an easy port to tie in higher-level applications. We do not attempt to offer these types of applications, but perhap