Process Equipment Fundamentals for Oil & Gas Facilities
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Process Equipment Fundamentals for Oil & Gas Facilities - SF-PEF-PEA27
| Code | Date | Time | Duration | Location | Currency | Early Bird Fee Per Person |
|---|---|---|---|---|---|---|
| SF-PEF-PEA27 | 05 - 09 Apr 2027 | 10 AM CST | 5 Days - 4 Hours / Day |
Online |
USD |
4000 |
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Process Equipment Fundamentals for Oil & Gas Facilities
This training covers the process equipment installed in oil and gas facilities, item by item. For each equipment group it explains the operating principle, the design basis and codes behind it, the parameters that set its capacity, how its performance is monitored, and how it fails. It is intended for engineers, operators and maintenance staff who need to understand equipment beyond its nameplate and take part in selection, operation and troubleshooting decisions.
Description
A process facility is a set of equipment items connected by piping and held inside an operating envelope by its control and protection systems. Understanding the facility therefore means understanding the equipment. This training addresses each major equipment group in turn: pressure vessels and separators, shell and tube exchangers, air coolers and fired heaters, centrifugal and positive displacement pumps, reciprocating and centrifugal compressors, drivers, storage tanks, filters, package units, valves and relief devices. For each, the training covers what the equipment does, the physics that governs its performance, the standards that govern its design, and the parameters an engineer or operator can read to judge whether it is working correctly.
The emphasis throughout is on operating reality rather than design calculation alone. Equipment rarely fails without warning; it drifts, and the drift is visible in differential pressure, discharge temperature, vibration, current draw, flow rate or product quality if someone is reading the right parameter. Participants learn the monitoring parameters that matter for each equipment group, the failure mechanisms behind them, and the corrective actions available. Datasheets, equipment specifications, vendor documentation and code requirements are covered so participants can read the documents that define what their equipment is supposed to do.
Equipment availability sets facility availability, and facility availability sets production. In most operating assets, a small number of equipment items account for the majority of unplanned downtime, usually rotating machines, fired equipment and package units. Reducing that downtime is not primarily a maintenance scheduling problem. It requires people who understand what the equipment is doing thermodynamically and mechanically, and who can recognise degradation before it becomes failure.
Equipment is also where capital cost concentrates. Vessel wall thickness, exchanger surface area, compressor power and pump duty are set at design stage against assumptions about flow rate, fluid properties, pressure and temperature. When the actual production profile diverges from those assumptions, as it always does, the equipment ends up operating away from its design point. Understanding how far a machine can be pushed, and what breaks first when it is, is central to debottlenecking, life extension and brownfield modification work.
Codes and standards govern most of this equipment. Pressure vessels are designed to ASME Section VIII or equivalent, heat exchangers to TEMA, pumps to API 610 and 674, compressors to API 617 and 618, tanks to API 650 and 620, and relief devices to API 520 and 521. These documents define what is acceptable, what must be verified, and what the equipment is certified to withstand. Staff who cannot read them are dependent on vendors for judgements they should be able to make themselves.
Finally, equipment knowledge is what makes process safety practical. Overpressure protection, containment, high-integrity trips and inspection programmes all exist because specific equipment items fail in specific ways. Understanding those mechanisms turns a compliance activity into engineering judgement.
By the end of this training, participants will be able to:
- Identify the major process equipment groups used in oil and gas facilities and describe the function of each within the process
- Explain the operating principle, design basis and capacity limits of pressure vessels, separators and internals
- Evaluate heat transfer equipment performance, including shell and tube exchangers, air coolers and fired heaters, and recognise fouling and degradation
- Analyse pump performance using head-capacity curves, system curves, efficiency, NPSH and cavitation behaviour
- Compare reciprocating and centrifugal compressors on operating envelope, control method, capacity limits and failure mode
- Select appropriate valve, relief device and piping component types for a defined process duty and pressure rating
- Interpret equipment datasheets, specifications and vendor documentation against the relevant codes and standards
- Diagnose common equipment problems from operating parameters such as differential pressure, discharge temperature, vibration and current draw
- Apply inspection, monitoring and maintenance principles to protect equipment integrity and extend run life
The training is organised by equipment group, with each group presented through its operating principle, construction, design basis and governing standard, control and monitoring parameters, performance curves where applicable, and documented failure mechanisms. Equipment schematics, cutaway drawings, datasheets and performance curves are used throughout, together with field case histories showing how specific failures developed and what operating data would have identified them earlier. Each module concludes with the practical monitoring checks and troubleshooting logic for that equipment group, and participants are invited to bring equipment problems from their own facilities for discussion.
Organisations sending participants to this training will:
- Reduce unplanned equipment downtime through earlier recognition of degradation in rotating, fired and pressure equipment
- Improve the technical quality of equipment selection, specification and vendor evaluation carried out in house
- Strengthen the link between operations and maintenance teams by building a shared technical understanding of equipment behaviour
- Improve the effectiveness of inspection and integrity programmes by targeting known failure mechanisms rather than fixed intervals alone
- Support debottlenecking and life extension work with sound judgement on how far installed equipment can be operated beyond its original duty
- Reduce dependence on vendors and contractors for routine technical decisions about installed equipment
Participants will:
- Understand how each major equipment item in a process facility works and what governs its capacity
- Read pump and compressor performance curves, exchanger data and equipment datasheets with confidence
- Recognise the early operating signatures of fouling, wear, cavitation, surge, tube leakage and other common failures
- Discuss equipment specification, repair and replacement decisions credibly with engineers, inspectors and vendors
- Understand the codes and standards that define equipment design and inspection requirements
- Build technical depth that supports movement into facilities engineering, maintenance engineering or integrity roles
- Facilities, process and production engineers working with installed equipment
- Maintenance, reliability and rotating equipment engineers
- Inspection and integrity engineers responsible for pressure equipment
- Operations supervisors, panel operators and senior field technicians
- Project and commissioning engineers specifying or accepting process equipment
- Graduate mechanical, chemical and petroleum engineers entering upstream facilities roles
- Technical procurement and contracts staff evaluating equipment packages
Module 1 - Equipment in the Process Context
- Typical oil and gas facility configuration and equipment inventory
- Equipment tagging, numbering and identification on drawings
- Design basis: process conditions, design pressure and temperature, corrosion allowance, design life
- Codes and standards framework: ASME, API, TEMA, ISO and their application
- Equipment datasheets, specifications and vendor documentation
- Materials of construction and selection drivers
Module 2 - Pressure Vessels and Separators
- Pressure vessel construction: shells, heads, nozzles, supports, manways
- Design principles under ASME Section VIII and equivalent codes
- Design pressure, test pressure, MAWP and corrosion allowance
- Two-phase and three-phase separators, horizontal and vertical configuration
- Internals: inlet devices, vane packs, mesh pads, cyclones, weirs, vortex breakers
- Capacity limits: gas handling, liquid retention time, carryover thresholds
- Scrubbers, knockout drums, flash vessels and slug catchers
- Common problems: carryover, blowby, foaming, internals damage, solids accumulation
Module 3 - Heat Transfer Equipment
- Heat transfer fundamentals: conduction, convection, overall heat transfer coefficient, LMTD
- Shell and tube exchangers: TEMA types, tube layout, passes, baffles
- Plate, plate-and-frame and printed circuit exchangers
- Air cooled exchangers: bundles, fans, louvres, temperature control
- Fired heaters: burners, radiant and convection sections, tube skin temperature, draft control
- Reboilers, condensers and process heating loops
- Fouling mechanisms, monitoring and cleaning
- Tube failure, leakage detection and thermal performance decline
Module 4 - Pumps
- Pump classification: centrifugal, reciprocating, rotary and progressive cavity
- Centrifugal pump theory: head-capacity curve, efficiency, power, specific speed
- System curve, duty point and effect of throttling and speed change
- NPSH available and required, cavitation and suction system design
- Mechanical seals, sealing systems and seal support plans
- Bearings, lubrication and shaft alignment
- Positive displacement pumps: metering, injection and high pressure service
- Multistage and injection pumps for water flood service
- Common failures: cavitation, dry running, seal failure, bearing failure, impeller wear
Module 5 - Compressors
- Compression fundamentals: compression ratio, polytropic and isentropic work, discharge temperature
- Reciprocating compressors: cylinders, valves, rods, packing, unloaders, capacity control
- Centrifugal compressors: impellers, performance map, head and flow relationship
- Screw compressors and their applications
- Staging, interstage cooling and scrubbing
- Surge, stonewall and anti-surge control
- Lubrication, sealing and dry gas seal systems
- Compressor monitoring: vibration, temperature, valve condition, rod load
- Common failures and capacity loss mechanisms
Module 6 - Drivers and Power Transmission
- Electric motors: types, starting, protection and variable speed drives
- Gas turbines: cycle, performance, ambient effects, fuel requirements
- Gas and diesel engines in production service
- Steam turbines and their limited upstream application
- Couplings, gearboxes and torsional considerations
- Driver selection, sizing margin and part-load efficiency
- Condition monitoring of drivers and drive trains
Module 7 - Storage Tanks and Atmospheric Vessels
- Tank types: fixed roof, external floating roof, internal floating roof, low pressure storage
- Design under API 650 and API 620
- Foundations, settlement, shell and bottom construction
- Venting, blanketing and pressure and vacuum relief
- Breathing and working losses and vapour recovery systems
- Water draw-off, tank cleaning and sludge management
- Tank gauging and inventory measurement
- Corrosion, bottom integrity and inspection under API 653
Module 8 - Filtration, Package Units and Auxiliary Equipment
- Filters and strainers: cartridge, bag, basket and self-cleaning types
- Coalescers and separation package units
- Hydrocyclones and centrifugal separation devices
- Chemical injection packages and metering skids
- Glycol dehydration and amine treating packages as equipment systems
- Instrument air, nitrogen and utility packages
- Package unit interfaces, battery limits and vendor scope management
Module 9 - Valves, Piping Components and Relief Devices
- Valve types and duties: gate, globe, ball, butterfly, plug, check, diaphragm
- Control valves, actuators, positioners and characteristics
- Pressure ratings, flange classes and body materials
- Pressure relief valves: conventional, balanced bellows and pilot operated
- Rupture discs and combined relief arrangements
- Relief sizing scenarios and the requirements of API 520 and API 521
- Piping components, supports, expansion and flexibility considerations
- Valve failures, passing, leakage and seat damage
Module 10 - Equipment Operation, Monitoring and Integrity
- Operating envelope definition and equipment protection philosophy
- Key monitoring parameters by equipment group
- Vibration analysis, thermography and oil analysis in condition monitoring
- Corrosion mechanisms and inspection techniques for pressure equipment
- Risk based inspection and integrity management concepts
- Maintenance strategy: preventive, predictive and corrective
- Structured equipment troubleshooting method and root cause analysis
- Commissioning, performance testing and equipment acceptance
Upon successful completion of this training course, delegates will be awarded an official Certificate of Completion issued by the Petroleum Engineers Association (PEA), an ISO 9001:2015 certified training organization. The certificate carries 10 Credits and formally records the total learning hours completed.
Each certificate is signed by the Course Facilitator and the CEO of the Petroleum Engineers Association, and serves as verifiable proof of professional training that delegates can present to employers and professional bodies worldwide.
This course is led by a process and mechanical engineering specialist with more than 20 years in the oil and gas industry, built on understanding how each item of process equipment works, what limits it and why it fails.
He currently holds process engineering leadership responsibility with a major operator managing surface production facilities, covering pressure vessels, heat transfer equipment, pumps, compressors, tanks and valves — the equipment that makes up every oil and gas facility. Earlier in his career he served as a process engineer on major facility developments, leading equipment specification and performance monitoring across a wide range of process equipment types. Across two decades he has trained numerous engineers, operators and maintenance staff on the operating principles, design basis and failure behaviour of process equipment.
That operating background shapes how he teaches. Delegates learn not only how each piece of equipment is designed to work, but how it behaves in the field — where operating principles and design basis decisions set real performance limits, why equipment capacity is often misunderstood, how performance is properly monitored, what causes different equipment types to fail, and how engineers, operators and maintenance staff work together to keep equipment running within its limits. Every module is anchored in real equipment data, operating principles and lessons from operating facilities.
His subject coverage spans the full equipment range: pressure vessels, heat transfer equipment, pumps, compressors, tanks, valves and package units, covering operating principle, design basis, performance limits and failure behaviour equipment by equipment.
He has delivered process equipment fundamentals training for many years across the Middle East, North Africa and Southeast Asia, working with mixed groups of engineers, operators and maintenance staff at every level of experience. He is an active contributor to industry forums on process equipment training and fundamentals.
His approach is practical, discussion-led and grounded in real equipment experience — not the textbook.
Frequently Asked Questions
All course bookings made through PEA are strictly non-refundable. By registering for a course, you acknowledge and accept that all fees are payable in full and are not subject to refund under any circumstances, including changes in personal or professional commitments or partial attendance.
PEA reserves the right to make reasonable adjustments to course content, trainers, or schedules where necessary, without entitling delegates to a refund. Comprehensive details of each course — including objectives, target audience, and content — are clearly outlined before enrolment, and it is the responsibility of the delegate to ensure the course's suitability prior to booking.
For any inquiries related to cancellations or bookings, please contact our support team, who will be happy to assist you.