Troubleshooting in the Oil & Gas Industry


Who should attend?

  • This course provides a better understanding of what troubleshooting is and gives keys to solve basic troubleshooting cases on refining and petrochemical equipment and plants.
Public :
  • Engineers, senior operation personnel or technical supervisory staff interested in solving troubleshooting cases on refining and petrochemical plants.

Level :Skilled

Prerequisite :
  • To fulfill at least one of the following criteria:
  • have a Master degree or equivalent,
  • or at least 1 year of proven experience in a technical position in a refinery or petrochemical site,
  • or in the process of moving towards a position linked to the operation or optimization of units.

Course Content


      • What is troubleshooting? Typical cases seen in refineries and petrochemical plants.
      • How to start with a troubleshooting case: main rules, laws, orders of magnitude often used during a troubleshooting exercise on site (mass and energy balances, pressure and pressure drop behavior, thermodynamical laws…).
      • Main onsite practical devices used in troubleshooting for temperature, pressure, flows measurements, chemical analysis, gamma scanning… - Advantages and drawbacks, precautions of uses.

      • Overview of different methods used in troubleshooting: 5 Why, RCA, PDCA…
      • Presentation of an easy-to-implement method based on PDCA. This methodology will be use during all the training to solve the different troubleshooting exercises.
      • Exercises to implement the methodology on real cases studies.

      • Troubleshooting case study on industrial equipment.
      • The objective of these exercises is to list, per equipment, the main operating conditions, the main causes of malfunction or failure and the different solution to implement in order to solve the situation (PDCA Method).
      • Review of the main causes of malfunction of equipment (troubleshooting checklists):
      • Heat exchangers (performances, velocity influence, potential problems, fouling and cleaning, water exchanger, tubes inserts types and influence…).
      • Air cooler (optimization, potential problems, fouling and cleaning, fogging system).
      • Furnace (combustion and yield, controls, fouling and cleaning, tubes coking…).
      • Distillation column (tower tray: efficiency and flooding, commissioning…).
      • Reactor (internals, catalysts: potential problems…).
      • Vacuum system (functioning, potential problems…).
      • Pumps and compressors.
      • Troubleshooting case study on industrial units.
      • The objective of these exercises is to summarize and practice all the elements discussed during the course.

Learning Objectives

  • Upon completion of the course, participants will be able to:
  • describe the method used to perform a troubleshooting case study,
  • write a troubleshooting chart for each industrial equipment of Oil & Gas industry,
  • troubleshoot main equipment problems: air cooler, distillation column, reactor, furnaces…,
  • systematically use an easy-to-implement methodology of troubleshooting.

Ways & Means

  • “Gamification”, quizzes and exercises.
  • Videos.
  • Interactive and realistic sessions of troubleshooting cases studies.
To French entities : IFP Training is referenced to DataDock ; you may contact your OPCO about potential funding.
Please contact our disabled persons referent to check the accessibility of this training program :