Oil and Gas

Oil and Gas | Facilities and Surface Operations

P&ID (Piping and Instrumentation Diagram) and Engineering Drawings Interpretation

Format and Duration
2 days

Summary

This two-day course focuses on engineering drawings typically used in the chemical and process industries by engineers and technologists in the design phase, and by operations and maintenance staff once facilities are up and running. It is suitable for anyone interested in how drawings should be interpreted, created, maintained, and used in assessing emergency situations and regulatory compliance issues. The combination of classroom instruction and workshop exercises focuses on critical documentation essential to the safe day-to-day operation of facilities (e.g., P&ID, PFD, Plot Plan, Electrical Area Classification, Piping Drawing, Isometric Drawing, Line List, Tie-In List and Shutdown Keys).

Feedback

This is an excellent course for people interested in getting a good handle on reading and understanding P&IDs and Engineering drawings. Our instructor was very knowledgable and approachable, and it was a great experience

Duration and Training Method

Two classroom days providing 1.6 CEU (Continuing Education Credits) or 16 PDH (Professional Development Hours)

Course Overview

Participants will learn to:
1. Explain the relationship of P&ID drawings to facilities and appraise the potential for safety improvements.
2. Understand and evaluate the purpose, content, and importance of process/electrical and engineering drawings from company plants.
3. Interpret P&ID drawings, including valves, equipment, and control/safety systems.
4. Develop and implement strategies to maintain current and accurate drawings throughout the lifecycle of the facility.
5. Provide engineers with the skills to communicate in the same “language” as facility operators during Management of Change scenarios.
6. Recognize emergency situations and assess safety, environmental and regulatory compliance issues such as Process Hazards Analysis (PHA)/HAZOP studies.
7. Construct a foundation for base-level learning and support consistent improvement in quality, staff and leadership communications, and other processes which rely on P&ID drawings.

Day One
1. Introduction
2. Preliminary engineering drawings
        a. Block flow diagram (BFD)
        b. Process flow diagram (PFD)
        c. Material balance
        d. PFD symbols
3. Piping and instrumentation diagrams
        a. Piping and instrumentation diagram (P&ID)
        b. P&ID symbols 
       c. Line numbering 
       d. Valve numbering 
       e. Equipment identification 
        f. Abbreviations
4. Interpreting P&IDs - valves
        a. Valve types
        b. Valve identification
        c. Valve fittings
5. Interpreting P&IDs - equipment
        a. Vessels
        b. Pumps
        c. Heat exchangers
        d. Compressors
        e. Equipment identification 
6. Drawing interpretation workshop #1

Day Two
7. Interpreting P&IDs – control & safety systems
        a. Distributed control systems (DCS)
        b. Safety instrument system (sis)
        c. Instrument symbols
        d. Instrument signal lines 
        e. Pressure instruments
         f. Temperature instruments 
        g. Flow instruments
8. Detailed engineering drawings
        a. Plot plan
        b. Electrical area classification
        c. Piping drawing
        d. Isometric
        e. Material take off 
        f. Line list
        g. Tie-in list
        h. Shutdown key
9. Drawing interpretation workshop #2
10. Engineering drawings for construction and operation
        a. Developing as-builds
        b. Preparing for a PHA (HAZOP, what-if, etc)
        c. Management of change (MOC)
11. Capstone exercise
12. Course wrap-up

This course focuses on engineering drawings typically used in the chemical and process industries by engineers and technologists in the design phase and by operations and maintenance staff once facilities are up and running. It is suitable for employees, managers, officers of corporations and anyone else with an interest in how these drawings should be created, maintained and used in assessing emergency situations and regulatory compliance issues.

 

 

Richard Carter

Background
Richard Carter is a Professional Engineer, and is qualified as a Functional Safety Engineer (F.S. Eng.) in Process Hazards and Risk Analysis through the TÜV Rheinland Functional Safety Program. Richard is an experienced facilitator of Process Hazards Analysis (PHA) studies, such as Hazard and Operability (HAZOP), Layer of Protection Analysis (LOPA), Hazard Identification (HAZID) and What-If Analysis. He has facilitated more than 120 PHA studies for some of the largest operating and engineering organizations in Canada and the United States, and has field experience in oilsands and petrochemicals facilities.

Richard is a training instructor, and teaches the 2-day P&ID/Engineering Drawings Interpretation course, the 1-day Introduction to Process Hazards Analysis course, and the 3-day PHA/HAZOP Facilitation course at ACM Facility Safety. He has also managed ACM’s education and training program for public and private offerings, and developed customized PHA procedures and education materials to meet the specific needs of clients.

Courses Taught
N639 - Introduction to PHA/HAZOP
N640 - P&ID (Piping and Instrumentation Diagram) and Engineering Drawings Interpretation

David Clarke

Background
Mr. Clarke is a professional engineer with over 35 years’ experience in Automation (Instrumentation, Controls and Telecommunications).  David has worked for major operating companies both in the Alberta oilsands and in the Middle East.  He worked for 20 years with a major EPC company in Calgary first as Automation Lead on major oilsands, pipeline and midstream projects, then as Automation Department Director and later as VP Engineering and Sr. Project Manager.  David has significant knowledge and expertise in all aspects of automation project design and implementation including SIL determination and safety system design.  David is a senior member of ISA.

Courses Taught
N636 - Fundamentals of Instrumentation and Controls (I&C) Training
N640 - P&ID (Piping and Instrumentation Diagram) and Engineering Drawings Interpretation

 

 

 

Marcel Leal-Valias

Background
Mr. Leal-Valias has more than 50 years of experience in engineering/design and project management in the petrochemical industry in North and South America and Australia and 27 years as a certified PHA specialist and trainer. He holds a diploma in Mechanical Engineering from Centro de Treinamento Industrial, Rio de Janeiro, Brazil and diplomas in Management and Supervision from People Growth Inc., Los Angeles, USA. Mr. Leal-Valias has conducted a multitude of PHA studies that comply with OSHA Process Safety Management guidelines in North and South America, the Middle East, Asia and the Caribbean and also has delivered P&ID and PHA training courses to many companies in Canada and overseas.

He is a member of ASET, the Society of Piping Engineers and Designers, Project Management Institute and the Canadian Institute of Energy.

Courses Taught
N639 - Introduction to PHA/HAZOP
N640 - P&ID (Piping and Instrumentation Diagram) and Engineering Drawings Interpretation
N641 - PHA/HAZOP Facilitation Training

Jamie Merriam

Mr. Jamie Merriam is an Electrical Engineer (automation) with over 24 years of experience in the energy industry. His experience includes construction, maintenance and project engineering. Mr. Merriam began leading Hazop/LOPA reviews in 2002 as part of his duties with Suncor.  Now with ACM, Mr Merriam continues to support Suncor, Cenovus and other clients execute effective hazard analysis.  He has applied knowledge in Instrumentation, Process Control and Functional Safety for the energy industry.  Mr. Merriam’s communication and leadership skills, combined with his understanding of Process Safety make him an effective and competent facilitator and educator. Mr. Merriam is a professional engineer and TÜV Functional Safety Engineer.

B.Sc. Elec. Eng., P. Eng., TÜV (Rheinland) F.S. Eng. Functional Safety Engineer / Instructor

Courses Taught
N637 - Fundamentals of Risk Based Process Safety Management
N638 - Fundamentals of the Safety Lifecycle
N640 - P&ID (Piping and Instrumentation Diagram) and Engineering Drawings Interpretation
N641 - PHA/HAZOP Facilitation Training

Technical Instructor provided by Institute of Hazard Prevention

CEU: 1.6 Continuing Education Units
PDH: 16 Professional Development Hours
Certificate: Certificate Issued Upon Completion
RPS is accredited by the International Association for Continuing Education and Training (IACET) and is authorized to issue the IACET CEU. We comply with the ANSI/IACET Standard, which is recognised internationally as a standard of excellence in instructional practices.
We issue a Certificate of Attendance which verifies the number of training hours attended. Our courses are generally accepted by most professional licensing boards/associations towards continuing education credits. Please check with your licensing board to determine if the courses and certificate of attendance meet their specific criteria.