Training Delivery Guide

GBA M arine Sentry

RCD 3000 Operations

June 2017

1
 TABLE OF CONTENT

3 Introduction
4 Material Checklist and Shopfloor Setup
5 Administration Checklist
7 Training Part I: Virtual Learning
9 Training Part II: Workshop
19 Grading Rubric

2
 INTRODUCTION

This Training Delivery Guide is designed to support you to teach and facilitate the GBA Marine Sentry RCD 3000
Operations course. This training covers Marine RCD equipment functionality, field operations, field maintenance
as well as associated HMS, HSE, SQ standards and processes. The training is intended to support RCD field
operators acquire comprehensive knowledge and skills required to perform service on the job.

This course is delivered through blended learning approach rather than traditional classroom lectures. Some of
the blended learning approaches used are Web-Based Training, Self-Study and Shop Floor Workshop.

This guide explains the modules to be covered in this course as well as the content to be covered for each
module. It also describes how you will need to get prepared for the training delivery as well as some of tips along
the way. To ensure the consistent and standardized delivery of this training across different districts and regions,
it is critical that you follow this guide to conduct training. If changes are needed under certain circumstances,
proposed changes are to be communicated to Testing and Subsea Technical Development Manager for review
and approval.

COURSE LEARNING OBJECTIVES

By the end of the course, participants will be able to:

• Describe and explain Marine RCD’s functionality and purpose.

• Perform basic Marine RCD operations (initial connections, rig up, HPU start up, function test and
troubleshooting, rig down etc.) in the field under supervision.
• Perform basic Marine RCD field maintenance (testing, periodical checking and reporting, bearing and
element tracking etc.).
• Identify and apply appropriate HMS procedures for Marine RCD operations and maintenance.
• Identify, explain and address associated HSE and Service Quality issues with Marine RCD during
operations and maintenance in the field.

RECOMMENDED CLASS SIZE Maximum of 8 participants.

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 MATERIAL CHECKLIST & SHOPFLOOR SETUP

Ensure you have the following basic materials before starting the class:

1. Halliburton computer ( Laptop/Desktop with headset)

2. Pens and markers
3. PPE
4. CWI Access (Level 1)
5. Tool drawings for shop floor practical and homework

Shop floor should be equipped with the following:

1. A Halliburton computer with large monitor and internet access

2. Marine RCD package
3. Crane or Lifting Device

Classroom should be equipped with the following:

1. Overhead projector
2. Class seating for 8
3. Internet connection

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 ADMINISTRATION CHECKLIST

PRE-TRAINING
1. Establish training pre-requisites (if needed) for the class and communicate to the training participants
well in advance.
2. Ensure all the pre-requisites for the specific class are successfully completed by the training
participants. If they are not completed, inform the training participants as well their supervisors.
3. Send welcome letter to the training participants (incl. their supervisors and PDCs if required by the PSL)
with information about the class, location, time expectations for the first day.
4. Communicate specific training facility guidelines and policies to ensure participants are aware and
prepared before coming to the training (i.e. cancellation policies, facility dress code, PPE required,
laptop requirement, and/or any other specific requirements).
5. Prepare training materials (printed manuals, workbooks, pens, calculators etc.)
6. Schedule training room and set up the room (seating, lighting, projector, posters etc.)
7. Setup the software on training computers based on the needs of the training.
8. Schedule labs/ class trips.
9. Ensure participants enroll the course in Halliburton University.
10. Ensure participants obtain LOI’s (Letter of Invitation) and arrange hotel accommodation and travel in
time.
11. Test any learning technologies or multimedia tools that will be used, e.g. virtual training, audience
response system, gamification tools etc.
12. Prepare a grade book for documenting participants’ grading.
13. Conduct a dry run of training with observers if possible.
14. Advise Technology, Carrollton, to send edited tool drawings.

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 ADMINISTRATION CHECKLIST

FIRST DAY OF SHOPFLOOR WORKSHOP

1. Complete roster and verify participants’ enrollment in Halliburton University.

2. Collect emergency contact from each participant.
3. Conduct training facility debriefing (emergency exit, lab, shop, cafeteria, restrooms, gyms, nurse station
etc.)
4. Debrief temporary badge access application process for the training facility.
5. Conduct self-introduction and facilitate the participants to introduce themselves.
6. Communicate training agenda as well as evaluation criteria for the participants (syllabus).
7. Communicate testing rules and disciplinary actions.
8. Communicate ground rules for the class (class start/end time each day; break time; expectations for
participation, discussion, group project etc.)

LAST DAY OR AFTER TRAINING

1. Complete the grading for participants and communicate the results. Give feedback to training
participants.
2. Collect feedback from participants on training evaluation (TSS Learning Survey).
3. Ensure certifications are prepared and delivered.
4. Ensure the pass/fail and grades are documented for each participant in Halliburton University.
5. Close out the course in Halliburton University.
6. Organize and store the class materials according to PSL specific requirements.
7. Clean and reorganize classroom, workshop and/or labs.

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 TRAINING PART I: VIRTUAL LEARNING

WEB BASED TRAINING MODULES

Web Based Training Modules are the ones that participants study on their own. Instruct them to take the
following modules in Halliburton University. Most of the following modules have an assessment in the end and
participants are required to pass. Ensure participants successfully complete these Web Based Training
Modules (check the record in Halliburton University) before moving on.

Time length given to participants for completion: 2 weeks

1. HMS Process
HALU Offering ID: 00036359
Topics: HMS functionality, mainstays and different document types.
2. HSE, HOC, Near Miss
HALU Offering ID: 00313308
Topics: company HSE guidelines, policies and expectations; Hazard Observation System; BBP and its
key principles and benefits; Near Miss definition and reporting guidelines.
3. Hand Tool Safety
HALU Offering ID: 27347
Topics: power tool safety precautions; purpose and correct usage of guards; hazards and control
measures related to the use of electric tools and power grinders.
4. Introduction to Rig Types and Basic Drill String Components
HALU Offering ID: 24982
Topics: basic oil and gas well drilling principles; different types of drilling rigs; difference between a
kelly/rotary table and a top drive system; drill string components.
5. Pipe Handling
HALU Offering ID: 24992
Topics: process of tripping pipe and making connections with kelly and top drive rotary systems; use of
slips and elevators; features of a driller's console; innovations such as the iron roughneck.
6. Mud Circulation and Treating Equipment
HALU Offering ID: 24989
Topics: comprehensive overview of the mud circulation and conditioning systems on a drilling rig; flow
of mud step-by-step through the system; function of all circulation components.

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 TRAINING PART I: VIRTUAL LEARNING

7. Introduction to Drilling Fluids

HALU Offering ID: 00421920
Topics: basic reservoir geology, reservoir fluid types and Halliburton’s sampling equipment used to
sample at surface and downhole.
8. Basic Blowout Prevention Equipment Components
HALU Offering ID: 24987
Topics: causes of a blow-out; tools and methods used to control and prevent drilling kicks.

SELF STUDY MODULES

Self Study Modules are the ones participants study on their own. You can organize a Question and Answer
webinar (optional) to address participants’ questions if there are many.

Time length given to participants for completion: 2 weeks

9. Customer Guide (copy the link to your browser and search)

Topics: GBA Service Offerings and General Overview.
[Link]

10. Value Proposition

Topics: GBA Sub-PSL Value Proposition.
[Link]
g/Value_Propositions/geobalance_services_mpd_ubd/geobalance_services_mpd_ubd/[Link]

11. CWI
Topics: CWI Quick Options and the View Page; Lookup and Advanced Lookup; Sets; Navigate and
Where used; Print Advanced. Access to the materials from the following link:
[Link]

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 TRAINING PART II: SHOP FLOOR WORKSHOP

Class Time and Length: 7:00am-5:00pm ( 5 days )

Note: Learning objectives specify what knowledge, skill and attitude learners should be able to exhibit
following the instruction. You will need to deliver your instruction based on these objectives.

DAY 1 ( INTRODUCTION TO EQUIPMENT AND SERVICE)

MORNING SESSION: CLASSROOM

1. HMS

Learning Objectives
A. Define and describe HMS and its key principles.
B. Describe and explain HMS seven mainstays and documentation types.
C. Explain the relationship between HMS and industry standards.
D. Discuss HMS documentation naming convention.
E. Explain how to apply HMS processes and tools to RCD operations.

2. Marine RCD Theory Overview

Learning Objectives
A. Describe and explain Marine Sentry RCD 3000 Rotating Control Device, its features, purposes,
benefits, design overview as well as components.
B. Label the RCD System nomenclature (Family Tree).
C. Discuss and follow the proper RCD handling procedures and guidelines.

3. Smart RCD Overview

Learning Objectives
A. Discuss current RCD technological development and improvement efforts.

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 TRAINING PART II: SHOP FLOOR WORKSHOP

AFTERNOON: SHOPFLOOR

Shop Floor Setup: instructor can setup the following 4 stations with each contains a set of equipment;
assign an SME for each station and divide the participants into groups to rotate to each station.
Alternatively instructor can keep the entire class as one group to rotate.

Station 1: HPU, HMI

Station 2: Workshop, Break In Fixture, Transportation Skid, Pipe Package, Enviropan, Drain Pump
Station 3: Body, SBP, CSA, Test Plug, CSA/SBP Run/Pull Tool, Tie Back Adapter
Station 4: Bearing Assy, Upper Stripper, Pulling Tool, Protector Sleeve and Stabbing Stand

4. Bearing, HPU, Workshop, Body

Learning Objectives
A. Identify the RCD equipment components (Bearing, HPU, Workshop, Body)
B. Describe and explain equipment functionalities.

Instructional Material for Day 1

• Marine RCD overview (ppt)

• HMS Overview (ppt)
• D01069182 Operational Functions for the Jack up RCD Hydraulic Power Unit
• D01097351 Marine Sentry RCD Hydraulic Power Unit HMI Manual

Day 1 Participants Homework

• Quiz

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 TRAINING PART II: SHOP FLOOR WORKSHOP

DAY 2 (RIG UP AND OPERATION)

MORNING SESSION: CLASSROOM

1. Bearing Assembly and Body/Latch

Learning Objectives
A. Identify bearing assembly components.
B. Describe and explain bearing assembly engineering design (bearings, lubrication circuit, rotary
seals, vee-packing, cooling circuit, top and bottom connection etc.).
C. Identify body/latch components: connections, cam rings, latch mechanism, cover and manifold.
D. Explain how latch, cam rings, latch dogs and pins operate.
E. Describe the engineering design of motors, hydraulics and manifold blocks, hand actuation,
bearing seal bore, top bottom and side outlet flanges.

2 HPU

Learning Objectives
A. Describe and explain Hydraulic Powering Unit (HPU) features, specifications and operational
system components (cooling circuit, lubrication circuit, latch circuit, air accessories).
B. Explain how HPU operates.
C. Explain how to conduct initial HPU setup.

3. Rig Survey

Learning Objectives
A. Describe the importance of conducting a rig survey; discuss the basic information need to be
gathered and the key people involved.
B. Explain how to conduct a Marine RCD rig survey (what equipment to look for, where to spot
them and what to be considered for each equipment).

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 TRAINING PART II: SHOP FLOOR WORKSHOP

AFTERNOON SESSION: SHOPFLOOR

Shop Floor Setup: instructor can setup the following 4 stations with each contains a set of equipment;
assign an SME for each station and divide the participants into groups to rotate to each station.
Alternatively instructor can keep the entire class as one group to rotate.

Station 1: HPU, HMI

Station 2: Workshop, Break In Fixture, Transportation Skid, Pipe Package, Enviropan, Drain Pump
Station 3: Body, SBP, CSA, Test Plug, CSA/SBP Run/Pull Tool, Tie Back Adapter
Station 4: Bearing Assy, Upper Stripper, Pulling Tool, Protector Sleeve and Stabbing Stand

4. HPU, Bearing, Body

Learning Objectives
A. Demonstrate connecting hose to the body and starting up the HPU unit.
B. Demonstrate latching and unlatching with HPU unit.
C. Demonstrate running and pulling the bearing.

Instructional Material for Day 2

• Marine Sentry RCD 3000 Bearing Assembly Design (ppt)

• Marine Sentry RCD 3000 Body Latch Design (ppt)
• Marine Sentry HPU Training (ppt)
• Marine RCD VND (pdf)
• RCD Alignment Report (pdf)
• Rigup General Example (dwg)
• D01069182 Operational Functions for the Jack up RCD Hydraulic Power Unit
• D01097351 Marine Sentry RCD Hydraulic Power Unit HMI Manual

Day 2 Participants Homework

• Quiz

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 TRAINING PART II: SHOP FLOOR WORKSHOP

DAY 3 OPERATIONS AND MAINTENANCE

MORNING SESSION: CLASSROOM

1. HPU (Hydraulic Powering Unit) Operation

Learning Objectives
A. Automatic Operational Controls
a. Describe how to set up automatic controls.
b. Describe and explain HMI features and functionalities.
c. Explain how cooling circuit and cooling processes work (circulate through bearing,
pressure lock SBP, flush cooling, bypass bearing).
d. Explain how lubrication circuit and lubrication auto processes work (lubrication, flush
lube, bearing pump out, latch check).
e. Explain how latch circuit work (operation mode, latch, unlatch, latch flow rate and total
volume flow).
f. Explain how accessories circuit work.
B. Local Operational Controls
a. Describe local control stations (primary and secondary control panel).
b. Explain how cooling processes work (circulate through bearing, pressure lock SBP,
flush cooling, bypass bearing).
c. Explain how lubrication auto processes work (lubrication, flush lube, bearing pump out,
latch check).
C. Troubleshoot common circumstances for the following items:
a. HMI
b. Cooling Circuit (Bearing Assembly is in the body)
c. Cooling Circuit (Seal Bore Protector is in the body)
d. Lube Circuit
e. Latch Circuit
f. Air Accessories Circuit

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 TRAINING PART II: SHOP FLOOR WORKSHOP

2. Rig Survey

Learning Objectives
A. Describe the importance of conducting a rig survey; discuss the basic information need to be
gathered and the key people involved.
B. Explain how to conduct a Marine RCD rig survey (what equipment to look for, where to spot
them and what to be considered for each).

3. SMART

Learning Objectives
A. Discuss current RCD technological development and improvement efforts.

AFTERNOON SESSION: SHOPFLOOR

Shop Floor Setup: instructor can setup the following 4 stations with each contains a set of equipment;
assign an SME for each station and divide the participants into groups to rotate to each station.
Alternatively instructor can keep the entire class as one group to rotate.

Station 1: HPU, HMI

Station 2: Workshop, Break In Fixture, Transportation Skid, Pipe Package, Enviropan, Drain Pump
Station 3: Body, SBP, CSA, Test Plug, CSA/SBP Run/Pull Tool, Tie Back Adapter
Station 4: Bearing Assy, Upper Stripper, Pulling Tool, Protector Sleeve and Stabbing Stand

4. HPU, SBP, CSA, Diverter

Learning Objectives
A. HPU: demonstrate preparing HPU for operations (connections, rig up, start up and function
test) by following HMS procedures.
B. SBP: demonstrate running and pulling Seal Bore Protector (SBP) by following HMS
procedures.
C. CSA: demonstrate running and pulling Casing Stripper Adaptor (CSA) by following HMS
procedures.
D. Diverter: demonstrate tying in with Low Pressure Riser into rig diverter system.

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 TRAINING PART II: SHOP FLOOR WORKSHOP

Instructional Material for Day 3

• Marine Sentry HPU Training (ppt)

• Rig Survey Form (doc)
• HMS Work Methods ( WM-GL-HAL-RCD-270A; WM-GL-HAL-RCD-271A; WM-GL-HAL-RCD-272A;
WM-GL-HAL-RCD-273A; WM-GL-HAL-RCD-274A; WM-GL-HAL-RCD-275A; WM-GL-HAL-RCD-276A)
• D01069182 Operational Functions for the Jack up RCD Hydraulic Power Unit
• D01097351 Marine Sentry RCD Hydraulic Power Unit HMI Manual

Day 3 Participants Homework

• Quiz

DAY 4 (OPERATIONS AND MAINTENANCE)

MORNING SESSION: CLASSROOM

1. HPU

Learning Objectives
A. API testing and rating
a. Discuss API 16RCD license’s current status and annual audit.
b. Describe API 16RCD’s performance ratings requirements.
c. Discuss API 16RCD’s qualification test requirements needed to define operational
characteristics.
d. Discuss API 92U recommendations that can be applied to Design of Service.
B. Use and follow the data collection and reporting requirements during operations:
a. RCD hourly checklist
b. RCD daily report
c. HPU hourly check
d. Element evaluation report

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 TRAINING PART II: SHOP FLOOR WORKSHOP

2. Element

Learning Objectives
A. Describe and explain the purpose of seals, seal materials basics, seal compounds and seal
failures.
B. Identify element leakage indicators (instructor shows some failure examples in the class).
C. Explain the causes for element leakage (i.e. misalignment, over pressure, over speed, out of
specification, poor quality control, and poor maintenance).
D. Demonstrate the correct procedure to install / change out elements and associated hazards.
E. Correctly identify acceptable and unacceptable sealing areas.

3. Bearing and Element Tracking

Learning Objectives
A. Discuss the expected service life of the RCD elements and bearing assemblies in Halliburton.
B. Use Element and Bearing Tracking Template to track job specific information and maintain
database.
C. Discuss RCD bearing maintenance schedules.

4. Procedures and Checklists

Learning Objectives
A. List, describe and explain all the HMS procedures and checklists required to perform RCD
operations and maintenance.

5. Product Logistics

Learning Objectives
A. Discuss Marine RCD current market, on-going projects, job histories and lesson learned.

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 TRAINING PART II: SHOP FLOOR WORKSHOP

AFTERNOON SESSION: CLASSROOM

Shop Floor Setup: instructor can setup the following 4 stations with each contains a set of equipment;
assign an SME for each station and divide the participants into groups to rotate to each station.
Alternatively instructor can keep the entire class as one group to rotate.

Station 1: HPU, HMI

Station 2: Workshop, Break In Fixture, Transportation Skid, Pipe Package, Enviropan, Drain Pump
Station 3: Body, SBP, CSA, Test Plug, CSA/SBP Run/Pull Tool, Tie Back Adapter
Station 4: Bearing Assy, Upper Stripper, Pulling Tool, Protector Sleeve and Stabbing Stand

6. HPU

Learning Objectives
A. Demonstrate running the HPU by following the HMS process and operation manual.

7. Run Break in Fixtures

Learning Objectives
A. Demonstrate operating bearing assembly break in fixtures (pre checks; bearing assembly
hookup; function test; break in procedures) by following HMS process.

8. Expand Hoist

Learning Objectives
A. Demonstrate operating bearing assembly expand hoist.

Instructional Materials for Day 4

• Marine Sentry RCD 3000 Maintenance Schedules (doc)

• RCD Guidelines ( RCD Drill Pipe Element Performance Life) (pdf)
• HMS Work Methods ( WM-GL-GHAL-RCD-248A; WM-GL-GHAL-RCD-249A; WM-GL-GHAL-RCD-
251A; WM-GL-GHAL-RCD-252A; WM-GL-GHAL-RCD-256A; WM-GL-GHAL-RCD-257A;WM-GL-HAL-
RCD-902)

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 TRAINING PART II: SHOP FLOOR WORKSHOP

• HMS Checklists (CL-GL-HAL-RCD-951-A;CL-GL-HAL-RCD-952-A; CL-GL-HAL-RCD-953-A; CL-GL-

HAL-RCD-954-A; CL-GL-HAL-RCD-955-A; CL-GL-HAL-RCD-956-A; CL-GL-HAL-RCD-957-A; CL-GL-
HAL-RCD-958-A)
• HMS Forms (FO-GL-HAL-RCD-401; FO-GL-HAL-RCD-402; FO-GL-HAL-RCD-403; FO-GL-HAL-RCD-
404)
• Element and Bearing Tracking Template (xlsx)
• HPU Hourly Checks (xlsx)
• RCD Daily Report (xlsx)
• RCD Element Evaluation (xlsx)
• RCD Hourly Check List (xlsx)
• RCD Sealing Element Tracker (xlsx)
• Elastomer Specification Sheet (pdf)
• Marine Sentry API Testing and Ratings (pdf)
• RCD Pressure Ratings (pdf)
• D01069182 Operational Functions for the Jack up RCD Hydraulic Power Unit
• D01097351 Marine Sentry RCD Hydraulic Power Unit HMI Manual

DAY 5 ( FINAL)

1. Final Written Exam (1-1.5 hrs)

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 GRADING RUBRIC

The course has multiple evaluation mechanisms and all of them add on to the final grade. 80% cumulative
average grade is required for successful course completion.

Web-Based Training Modules or Self-Study Modules

Module Assignment Grade
1-11 HALU Courses (must complete and pass to proceed) N/A
Shopfloor Workshop
Day Assignment Grade
1 Workshop Performance Day 1 10
1 Day 1 Homework 5
2 Workshop Performance Day 2 10
2 Day 2 Homework 5
3 Workshop Performance Day 3 10
3 Day 3 Homework 5
4 Workshop Performance Day 4 10
4 Final Exam 45
Total Grade 100

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