safety skills

A new ASME standard guides pipeline operators in making sure that personnel are up to the job.

by Bernie Selig and Gerry Eisenberg

Shortly before 9 o'clock on an August morning two years ago, gas leaking from an underground pipeline exploded, destroying a home and killing two people. The Department of Transportation, which has jurisdiction over pipelines, sent investigators from the National Transportation Safety Board to the accident site, on Woodland Lane in DuBois, Pa.

Digging disturbed the evidence before they arrived, but the accident investigators were able to recover the pipe and make observations about a joint that connected two lengths of it. They concluded, in a report issued this past May, that the probable cause of the leak and the subsequent explosion and fire was a faulty butt-fusion joint in the 2-inch-diameter plastic main line pipe. It was unable to hold under the drag force that the pipe experienced.

The board's report also cited the pipeline operators' "failure to have an adequate program to inspect joints and replace those not meeting inspection criteria."

Finding Fault: This fault tree for external corrosion is one of the examples in the text of the B31Q standard.

Among the board's recommendations to the operator was this: "Revise your initial qualification and requalification procedures for plastic gas pipe to ensure fusers produce test joints made from coiled pipe with characteristics similar to those experienced in the field."

A new standard issued by ASME is a first attempt to establish that personnel industrywide are qualified to make and inspect joints, and to perform any task critical to the safety or integrity of a pipeline.

The standard, B31Q, Pipeline Personnel Qualification, sets out instructions for identifying critical tasks, and how and when to qualify employees to carry them out. The standard is performance based; that is, it describes what must be done and gives options on how to perform specific functions.

After a number of years of rule-making attempts by the Department of Transportation to standardize personnel qualification, the pipeline industry asked ASME to sponsor the development of a consensus standard. The ASME Codes and Standards B31 Committee for Pressure Piping formed the B31Q committee, which met for the first time in August 2003. The project team included representatives from federal and state regulatory agencies, contractors, industry associations, labor, and the three pipeline industry sectors—hazardous liquid, gas transmission, and local gas distribution companies. The team met regularly over a period of 20 months.

B31Q was approved as an American National Standard on July 10, 2006, and ASME published it on Sept. 15. It is available for purchase on the ASME Web site, www.asme.org.

The standard discusses methods for determining covered tasks, training, evaluation, and documentation.

It includes several appendices to provide guidance for users of the standard. The development team recognized that large pipeline companies as well as very small gas distribution operators, with only a few employees, would use the standard. While any operator could use them, the appendices enable small operators to develop their own operator qualification programs.

One appendix lists more than 150 potential tasks that affect the safety or integrity of pipelines. Tasks range from tapping a pipeline to using measurement equipment to take a reading of the electrical potential between a structure and soil.

The list describes the steps needed to carry out each task successfully, its potential applicability, estimated difficulty, interval of requalification, method of testing, and span of control. Expressed as a ratio, span of control reflects the acknowledgment that people not formally qualified, if they are working under the direct observation of someone who has been qualified, can perform many of the covered tasks. A span of control of 1:2 is a recommendation that no more than two unqualified personnel perform a task under the observation of one qualified supervisor. Some tasks, such as those involving underwater inspection or repair, have a ratio of 1:0. The recommended maximum span of control is 1:5.

Eaten Away: These examples of external corrosion on pipelines show the type of deterioration that can result in a dangerous condition. The fault tree on the facing page identifies events that can lead to failure due to corrosion.

The task list is offered by way of suggestion. The operator is advised to determine which tasks should be covered. There are listed tasks that may be irrelevant in some cases. For instance, a pipeline may not have a reciprocating compressor and, therefore, an operator will not need to qualify someone in the proper way to inspect one.

The standard offers methods for determining covered tasks—consultation with subject matter experts, the use of the fault tree method, the use of the task list appendix, or any other technically appropriate method. Subject matter experts are defined as individuals who possess knowledge of the discipline or process and have work experience in the area.

The fault tree method, first developed in the aerospace industry in the 1960s and '70s, works back from an unwanted outcome—say, the failure of a pipeline from corrosion—to identify all the actions done and undone that contributed to the result so that faults can be foreseen and forestalled.

The standard used nine threats to pipelines that form the basis of another pipeline standard, ASME B31.8S-2001, Managing System Integrity of Gas Pipelines, to develop nine fault trees. With the aid of subject matter experts, the fault trees led to the list of "covered tasks" in the appendix of the standard.

Similarly, a technical process, the DIF (difficulty, importance, and frequency) decision tree process, was used to develop reevaluation intervals, the time from the first qualification for a covered task to the reevaluation to continue the person's qualification.

The standard applies to individuals performing any covered task, whether they are company employees, contractors, union crafts people, or mutual aid employees from another pipeline company.

The federal pipeline regulator, The Pipeline and Hazardous Materials Safety Administration, was a full participant in the development of the standard and has proclaimed that pipeline companies meeting the standard will meet the OQ regulations.


A Task at a Time

ASME's B31Q standard includes an appendix listing more than 150 tasks that affect the safety and integrity of pipelines. The list is intended to offer examples of the kinds of tasks that must be identified and for which personnel need to be qualified.

Here, for example, is how tasks are presented in the appendix.

Task 0171: Measure External Corrosion
(a) Task Guidance: This task includes activities to measure and characterize external corrosion, including investigation to determine the extent of corrosion and recording data.

(1) Identify requirements

(2) Prepare surface

(3) Perform test equipment check

(4) Take measurement (length, depth, width,
thickness, etc.)

(5) Identify characterisitics of corrosion

(6) Recognize and react to AOCs

(7) If required, complete documentation
(b) Potential Applicability: L, G, D
(c) Difficulty: 3
(d) Importance: 3
(e) Interval: 3 years
(f) Evaluation Method: Initial: P&W/O; Sub: P & W/O
(g) Span of Control: 1:1

AOCs are abnormal operating conditions. Under
applicability, "L" indicates hazardous liquids operations,
"G" gas transmission, and "D" local distribution operations.

Initial evaluation and reevaluation in this example require the candidate to perform the task and to pass a written or oral examination. Difficulty and importance are estimated on a scale of 1 to 5. Qualified people must requalify every three years. It is recommended that this task be carried out by no more than one unqualified person under the direct
supervision of someone who has qualified for the task.


Bernie Selig is a consultant and, before he retired, was vice president for technology with Hartford Steam Boiler Inspection and Insurance Co. in Hartford, Conn. Gerry Eisenberg is director of pressure technology Codes & Standards at ASME.




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