Policies
RBI Policies
An RBI Policy allows you to develop and execute strategies based on historical data and dynamic data, which is obtained by monitoring conditions in real time. The policies used in RBI are categorized as follows:
- Policies used to calculate an analysis
- Policies used to generate Recommendations
- Policies used in risk mapping
- Policies used to suggest PDMs
These policies appear in the Module Workflow Policies section of the Policy Designer Overview page.
Policy used to Calculate an RBI Pipeline Analysis
To calculate an RBI Pipeline Analysis, the following policy is used: Third Party DME Total Points.
If you want to modify the design of the policy, you must be a member of the following Security Groups:
-
MI Policy Designer
-and-
- MI RBI Calculation Policy Designer
If you want to view the policy, you must be a member of the following Security Groups:
-
MI Policy Viewer
-and-
- MI RBI Calculation Policy Viewer
RBI Strategy Mapping Configuration
The RBI Strategy Mapping Configuration family defines the Policy records that are used to generate RBI Recommendation records automatically from RBI Analyses. The information in the table reflects the baseline state and behavior of fields that exist in the RBI Strategy Mapping Configuration family.
RBI Strategy Mapping Configuration Details
Field | Data Type | Description | Behavior and Usage |
---|---|---|---|
Degradation Mechanism | Character | The value in the Degradation Mechanism field linked to the RBI Analysis for which you are generating RBI Recommendations. | This field is populated by default in each RBI Strategy Mapping Configuration that is delivered to the baseline APM database. |
Policy Name | Character | The Record ID of the Policy used to generate an RBI Recommendation. | This field is populated by default in each RBI Strategy Mapping Configuration that is delivered to the baseline APM database. |
RBI Strategy Mapping Details define the Policy Input nodes that are used to generate RBI Recommendation records automatically from RBI Analyses. The information in the table reflects the baseline state and behavior of fields in the RBI Strategy Mapping Details family.
RBI Strategy Mapping Details
Field | Data Type | Description | Behavior and Usage |
---|---|---|---|
Policy Input Node Name | Character | The ID of the Input node in the Policy that is defined by the RBI Strategy Mapping Configuration to which the RBI Strategy Mapping Details is linked. | This field is populated by default in each RBI Policy that is delivered to the baseline APM database. |
Source Family | Character | The family of the source record whose values are used to determine the output of the Input node. | This field is populated by default in each RBI Strategy Mapping Details that is delivered to the baseline APM database. |
Source Field | Character | The field whose source value is used to determine the output of the Input node. | This field is populated by default in each RBI Strategy Mapping Details that is delivered to the baseline APM database. |
Policies Used to Generate Recommendations
This topic provides a list of policies used by RBI Strategy Mapping groups to generate RBI Recommendations.
If you want to modify the design of a policy, you must be a member of the following Security Groups:
-
MI Policy Designer
-and-
- MI RBI Recommendation Policy Designer
If you want to view a policy, you must be a member of the following Security Groups:
-
MI Policy Viewer
-and-
- MI RBI Recommendation Policy Viewer
Criteria Used to Generate RBI Recommendations from RBI Analyses
The following table lists the criteria used by RBI Strategy Mapping Groups to determine the Policy that APM uses to select the Inspection Strategy. The selected Inspection Strategy is then used to populate the RBI Recommendation.
The following table provides a list of Policies that are used to generate RBI Recommendations.
Policy Name | Degradation Mechanisms | Policy Inputs | Criticality Item Type | Applicable Logic Case Nodes |
---|---|---|---|---|
Appendix_B |
Criticality Calculator Internal Corrosion |
|
Any value except:
Note: Values associated with pressure relief devices are not excluded by the associated policy query. Instead, these criticality item types are not valid for an RBI Analysis whose degradation mechanism is Criticality Calculator Internal Corrosion.
|
|
Appendix_D |
Criticality Calculator Internal Corrosion |
|
Any of the following values:
|
|
Appendix_E |
Criticality Calculator Internal Corrosion |
|
Note: Values associated with pressure relief devices are not excluded by the associated policy query. Instead, these criticality item types are not valid for an RBI Analysis whose degradation mechanism is Criticality Calculator External Corrosion.
|
|
Appendix_F | Criticality Calculator External Corrosion |
|
Any value except:
Note: Values associated with pressure relief devices are not excluded by the associated policy query. Instead, these criticality item types are not valid for an RBI Analysis whose degradation mechanism is Criticality Calculator Internal Corrosion.
|
|
Appendix_G |
Any of the following values:
|
|
Any value except:
|
|
Appendix_H |
Any of the following values:
|
Note: The input value of Inner Pipe displayed in the Appendix_H policy is not considered for generating a recommendation.
| Heat Exchanger-Bundle |
|
Appendix_I |
Any of the following values:
|
| Storage Tank Bottom |
|
PRD_Strategies | Any of the following values:
|
| Any value associated with a pressure relief device. |
|
Pipeline Inspection Strategy |
Any of the following values:
|
| Pipeline |
|
Pipeline Cracking Inspection Strategy |
Any of the following values:
|
| Pipeline |
|
TPD Inspection Strategy | Third Party Damage |
| Pipeline |
|
Policies Used in Risk Mapping
This topic provides a list of policies that are used in risk mapping in Pipeline, Risk Based Inspection, and Pressure Relief Devices (PRDs).
If you want to modify the design of a policy, you must be a member of the following Security Groups:
-
MI Policy Designer
-and-
- MI RBI Risk Mapping Policy Designer
If you want to view a policy, you must be a member of the following Security Groups:
-
MI Policy Viewer
-and-
- MI RBI Risk Mapping Policy Viewer
Risk Based Inspection
The following policies are used in risk mapping in Risk Based Inspection:
- DEFAULT-RISK_MAPPING-ENVIRONMENT
- DEFAULT-RISK_MAPPING-FINANCIAL
- DEFAULT-RISK_MAPPING-OPERATIONS
- DEFAULT-RISK_MAPPING-SAFETY
- RISK_MAPPING-ENVIRONMENT
- RISK_MAPPING-FINANCIAL
- RISK_MAPPING-OPERATIONS
- RISK_MAPPING-SAFETY
Pipeline
The following policies are used in risk mapping in Pipeline:
- PL-DEF-RISK_MAPPING-ENVIRONMENT
- PL-DEF-RISK_MAPPING-FINANCIAL
- PL-DEF-RISK_MAPPING-OPERATIONS
- PL-DEF-RISK_MAPPING-SAFETY
- PL-RISK_MAPPING-ENVIRONMENT
- PL-RISK_MAPPING-FINANCIAL
- PL-RISK_MAPPING-OPERATIONS
- PL-RISK_MAPPING-SAFETY
PRD
The following policies are used in risk mapping in PRD:
- PRD-DEF-RISK_MAPPING-OPERATIONS
- PRD-DEF-RISK_MAPPING-SAFETY
- PRD-RISK_MAPPING-OPERATIONS
- PRD-RISK_MAPPING-SAFETY
Policies Used to Suggest PDMs
- 581-Atmospheric Tank Bottom Corrosion
- 581-Cooling Water Corrosion
- 581-Soil Side Corrosion
- 581-Internal Component Lining Damage
- 581-High Temperature Oxidation
- 581-High Temperature Sulfidic and Naphthenic Acid
- 581-Sulfuric Acid Corrosion
- 581-Hydrofluoric Acid Corrosion
- 581-Hydrochloric Acid Corrosion
You can add sub-policies for all other Damage Mechanism types that you want to screen.
You must be a member of the MI Policy Designer Security Groups to modify the design of a policy.
You must be a member of the MI Policy Viewer Security Groups to view a policy.
RBI 581 DM Screening - Thinning and Lining policy follows the below guidelines. If there are adequate measures to eliminate or minimize corrosion you can deselect the suggested PDMs from linking.
Suggested Thinning DM | Available field in RBI Component | Screening Criteria | Notes |
---|---|---|---|
581-High Temperature Sulfidic and Naphthenic Acid | Operating Temperature | Operating temperature shall be greater than 400 degrees Fahrenheit | Majority of all Base Materials are suspected. Thus, system is not checking Base Material field. |
Sulphur Concentration | Process Fluid shall contain sulphur compounds | ||
581-High Temperature Oxidation | Operating Temperature | Operating temperature shall be greater than 900 degrees Fahrenheit | |
Is Air or Oxident Present? | Air or Oxidant shall be present | ||
581-Hydrochloric Acid Corrosion | Process Fluid | The representative fluid shall be HCL | |
Free Water | Presence of Water shall be detected | ||
pH of Water | Reported pH shall less than 7 | ||
581-Hydrofluoric Acid Corrosion | Process Fluid | The representative fluid shall be HF | |
581-Sulfuric Acid Corrosion | Process Fluid | The representative fluid shall be H2SO4 (Sulfuric Acid) | |
581-Cooling Water Corrosion | Cooling System Type | Presence of a Cooling water system | Defining a Cooling system Type in RBI component shall screen the component for soil side corrosion. |
581-Soil Side Corrosion | Soil Type 581 | Equipment is partially or fully exposed to soil. | Defining a Soil Type in RBI component shall screen the component for soil side corrosion. |
581-Internal Component Lining Damage | Liner Present | A liner provided to protect the base material shall be present. | NA |
581-Atmospheric Tank Bottom Corrosion | Component Type | Component Type shall be Tank Bottom | Tank Bottom is suspected since it is expected to be degraded from either process side or soil side. |
RBI Values Used as Inputs to Policy Record Logic
The following table lists the fields in RBI records that are used as inputs to Policy record logic. This logic determines the Inspection Strategy record that populates the RBI Recommendation record. Additionally, the table lists the corresponding Input node for each field whose value is used in the policy.
Field | Family | Corresponding Input Node |
---|---|---|
Appendix_B | ||
Criticality Item Type |
RBI Criticality Analysis |
Component Type |
Estimated Half Life |
Criticality Int. Corr. Deg. Mech. Eval. |
Half-Life |
General Corrosion |
Criticality Int. Corr. Deg. Mech. Eval. |
General Corrosion |
Inspection Priority (Unmitigated Risk) |
RBI Degradation Mechanisms |
Inspection Priority |
Non-Intrusive Requirement Met |
Criticality Int. Corr. Deg. Mech. Eval. |
Non Intrusive Req met |
Appendix_D | ||
Criticality Item Type |
RBI Criticality Analysis |
Component Type |
Estimated Half Life |
Criticality Int. Corr. Deg. Mech. Eval. |
Half-Life |
General Corrosion |
Criticality Int. Corr. Deg. Mech. Eval. |
General Corrosion |
Inspection Priority (Unmitigated Risk) |
RBI Degradation Mechanisms |
Inspection Priority |
Non-Intrusive Requirement Met |
Criticality Int. Corr. Deg. Mech. Eval. |
Non Intrusive Req met |
Appendix_E | ||
Criticality Item Type |
RBI Criticality Analysis |
Component Type |
Estimated Half Life |
Criticality Int. Corr. Deg. Mech. Eval. |
Half-Life |
General Corrosion |
Criticality Int. Corr. Deg. Mech. Eval. |
General Corrosion |
Inspection Priority (Unmitigated Risk) |
RBI Degradation Mechanisms |
Inspection Priority |
Appendix_F | ||
Criticality Item Type |
RBI Criticality Analysis |
Component Type |
Estimated Half Life |
Criticality Ext. Corr. Deg. Mech. Eval. |
Half-Life |
Inspection Priority (Unmitigated Risk) |
RBI Degradation Mechanisms |
Inspection Priority |
Insulated |
RBI Criticality Analysis |
Insulated |
Insulation Damage |
Criticality Ext. Corr. Deg. Mech. Eval. |
Insulation Damage |
Appendix_G | ||
Criticality Item Type |
RBI Criticality Analysis |
Component Type |
Damaged At Last Inspection |
Criticality Env. Crack. Deg. Mech. Eval. |
Evidence of Cracking |
Damage Mechanism |
Criticality Env. Crack. Deg. Mech. Eval. |
Internal Inspection |
Estimated Half Life |
Criticality Int. Corr. Deg. Mech. Eval. |
Half-Life |
Inspection Priority (Unmitigated Risk) |
RBI Degradation Mechanisms |
Inspection Priority |
Is Entry Possible |
Criticality Env. Crack. Deg. Mech. Eval. |
Is Entry Possible |
PT or MT Access |
Criticality Env. Crack. Deg. Mech. Eval. |
PT or MT Access |
Appendix_H | ||
Criticality Item Type |
RBI Criticality Analysis |
Component Type |
Estimated Half Life |
Criticality Int. Corr. Deg. Mech. Eval. |
Half-Life |
Inspection Priority (Unmitigated Risk) |
RBI Degradation Mechanisms |
Inspection Priority |
Appendix_I | ||
Criticality Item Type |
RBI Criticality Analysis |
Component Type |
Estimated Half Life |
Criticality Int. Corr. Deg. Mech. Eval. |
Half-Life |
Inspection Priority (Unmitigated Risk) |
RBI Degradation Mechanisms |
Inspection Priority |
PRD_Strategies | ||
Criticality Item Type |
RBI Criticality Analysis |
Component Type |
Inspection Priority (Unmitigated Risk) |
RBI Degradation Mechanisms |
Inspection Priority |
Note the following details about Input nodes that are used in these policies but are not listed in this table:
- The following policies contain the following Input nodes that are not used by the APM system when selecting an Inspection Strategy record:
- Appendix_G: Internal Inspection
- Appendix_I: Evidence of Cracking
- In the following policies, the data that is used for the Input node Non Intrusive Req met is calculated based upon the inspection history that is associated with an RBI Analysis:
- Appendix_B
- Appendix_D
Policy Queries Folder
Policy queries are used by RBI Strategy Mapping Groups when you generate RBI Recommendations records automatically. The baseline query captions are the same as the query names.
Query Details
The Catalog folder \\Public\Meridium\Modules\Risk Based Inspection\Queries\Policy Queries contains the queries listed in the following table, which are used to select policy records.
Query | Filters out | Behavior and Usage |
---|---|---|
Appendix B - Component Type Filter |
| Defines the criticality item types for which the Policy Appendix_B will be selected when you generate an RBI Recommendation automatically. |
Appendix D - Component Type Filter |
Component types that are not like Air Cooled | Defines the criticality item types for which the Policy Appendix_D will be selected when you generate an RBI Recommendation automatically. |
Appendix E - Component Type Filter |
Component types that are not like Pipe | Defines the criticality item types for which the Policy Appendix_E will be selected when you generate an RBI Recommendation automatically. |
Appendix F - Component Type Filter |
Component types that are not like Storage Tank Bottom and Heat Exchanger Bundle | Defines the criticality item types for which the Policy Appendix_F will be selected when you generate an RBI Recommendation automatically. |
Appendix G - Component Type Filter |
Component types that are not like Air Cooled and Heat Exchanger Bundle | Defines the criticality item types for which the Policy Appendix_G will be selected when you generate an RBI Recommendation automatically. |
Appendix H - Component Type Filter | Component types that are not like Heat Exchanger Bundle | Defines the criticality item types for which the Policy Appendix_H will be selected when you generate an RBI Recommendation record automatically. |
Appendix I - Component Type Filter | Component types that are not like Storage Tank Bottom | Defines the criticality item types for which the Policy record Appendix_I will be selected when you generate an RBI Recommendation automatically. |
PRD Strategies - Component Type Filter | Component types that are not like Rupture Disk | Defines the criticality item types for which the Policy PRD_Strategies will be selected when you generate an RBI Recommendation automatically. |