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Automatic Override control Could Have Prevented


the BP Deepwater Horizon Oil Well Accident
By Bela Liptak
Sep 08, 2014
This column is moderated by Bla Liptk (http://belaliptakpe.com/), automation and
safety consultant and editor of the Instrument and Automation Engineers' Handbook
(IAEH). If you have an automation related question for this column, write to
liptakbela@aol.com.
In past articles, I've pointed out that safety will increase if: 1) we fully understand
the process being controlled, and 2) we "protect" processes from operator errors by
providing automatic override controls (AOC). I wrote several articles and also a
book, explaining how Three Mile Island, Chernobyl and Fukushima could have been
prevented if AOC controls were provided. I also wrote about air transportation
safety, showing that AOC could have protected Asiana Airlines Flight 214 in San
Francisco last year, and perhaps prevented Malaysia Airlines Flight 370's
disappearance earlier this year, if AOC had prevented pilot errors.
In the cases of the nuclear accidents, we have seen that if we make it impossible for
cooling to be lost, no meltdown can occur (see my earlier article describing the
underwater nuclear plant of the future, "Ask the Experts, Feb. 2014,). Here, I will try
to show you, not only that operator errors caused the BP Deepwater Horizon oil well
accident, but also how AOC could have prevented it, because what was needed (and
what the operators failed to do) was to keep a pipe straight.
How to Keep a Drill Pipe Straight
As we know, on April 20, 2010, while Deepwater Horizon was sealing the deepest oil
well in history (10,600 m), an explosion occurred. Two days later, the rig sank,
causing the largest oil spill in U.S. history, which took five months to seal. In
previous articles, I've described how BP operator errors triggered this accident by
attempting to seal the well without calculating the hydrostatic head required to
exceed the internal pressure in the well, and by not using the concentrated cement
slurry required to balance and exceed that internal pressure.
In previous articles, I also described how pressures, flows, compositions and
equipment availability can be detected. And based on them, I've shown how AOC
control can be implemented.
In this article, I'll focus on the critical safety requirement of keeping the drill pipe
straight, and the pressure difference (P) between its inside and outside pressures
under safe limits, in order to keep the pipe from moving from the center of the
blowout preventer (BOP) ram. In the case of the BP accident, the high P caused an
effective compression resulting in buckling that bent the drill pipe, and moved it
outside the reach of the BOP's ram. When the operator tried to manually close the
ram, it punctured the pipe because it was off-center, and that triggered the oil spill.
(Figure 1 shows how the BOP ram should have operated and why it failed.)

Small bend of pipe causes bad accident, costs lives


Figure 1: Automatic override control would have detected the change in pipe
position, and the position controller would have automatically actuated the blow-out
preventer without the need for human interaction or even allowing operator
override.
Platform Should Be Stabilized Using Envelope Control
In general industry, we've been using feed-forward anticipatory, selective,
interaction, envelope and herding controls for decades (see Chapter 8.5 in Vol. 2 of
my Instrument Engineers' Handbook). In the control of offshore drilling, these
strategies are new. That industry is just emerging from a manual-control culture.
For years, it was believed that as winds, waves and water currents cause platforms
to move in six directions (north, south, east, west, up and down) as they sway, yaw
and surge, they can be best held in position by passive mooring systems. So not
only were AOC and envelope control not used, but even dynamic positioning (DP) is
relatively new to the hydrocarbon industry (although Deepwater Horizon did have
DP).
The hydrocarbon drilling process is shown in Figure 2. A riser pipe extends from the
semi-submersible drilling platform at the ocean's surface to a flexible joint on the
seabed. There it connects to the BOP and the drill pipe, which are fixed. The tension
in the riser pipe is controlled by the tensioner piston operated by high-pressure
hydraulic cylinders. The slip joint allows for vertical movement, while the flexible
joint at the BOP allows for horizontal movement (bending) of the riser pipe.

Drilling on the straight and narrow


Figure 2: The pipe buckling shown in Figure 1 and the subsequent BOP activation
would never have occurred if automatic override control had been provided. The
automatic pressure difference controller would have kept the pressures balanced.
Instead the operators applied insufficient hydrostatic head pressure when sealing
the well.
To prevent bending the drilling pipe, not only does the pressure difference between
the inside and outside of the pipe have to be kept under safe limits. In addition, the
horizontal movement of the rig should be limited to keep the riser angle (A in Figure
2) less than about 3, and the watch circle diameter (B in Figure 2) less than a
corresponding value, which increases with depth. Keeping the rig within these safe
limits is achieved by operating six or eight large thrusters that are distributed
around the rig, forcing it to move as needed to stay within the envelope limits.
In addition to the dynamic positioning system (DPS), ballast controls (BC) are
applied to keep the tilt of the platform less than about 1. Ballast control should be
achieved by throttling large water pumps (P in Figure 2), which move large
quantities of water from one tank to another (WT in Figure 2). Each tank is about
300 m3, and is positioned on the perimeter of the platform to maintain its balance.
So what's wrong with this system? What is missing? What is needed to make sure
that the the drill pipe does not buckle?
Also Read "Old Habits Die Hard, Even for Automation Professionals"
Manual controls. The safety of the operation should not be left to manual control. In
the case of the BP accident, even the actuation of the BOP was under manual
control.
Feedforward. As the forces of wind, waves and water currents change, the controls
should anticipate their consequences and should act before they evolve.

Manipulated variables. All pumps, pistons and thrusters should be designed to have
the required speed of response.
Interaction. The PC and DPS controls should be integrated into a single, dynamic
control system. An envelope algorithm should receive all measurements and should
generate all output signals to control the hydraulic tension control pistons, variablespeed pumps and thrusters.
Mathematical model. The dynamic model should be self-diagnosing because
hydrodynamic conditions and drag coefficients do change and, therefore, need to be
continually updated.
BOP actuation. The BOP closure should be automatically triggered by the AOC (and
not allowed to be overruled by operators) when the drill pipe pressure difference
(P) limit or the maximum tilt limit (A and B in Figure 2) are violated.
Rig disengagement. If the presence of either methane or fire are detected on the
platform, the AOC should disengage the rig and move it away from the well,
regardless of whether operators or management approve or not.
Unfortunately, even the best offshore drilling safety controls have evolved from a
manual safety culture. Until state-of-the-art automatic control practices are
understood and implemented by the hydrocarbon drilling industry, pipes will buckle,
BOPs will fail, and oil spills will occur.

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