Learning Objectives

Upon successful completion of this course, participants will be able to:

1. Fundamentals of Filters and Strainers in Industrial Systems

• Understand the role of filters and strainers in protecting process equipment.
• Identify types of filtration systems (basket strainers, Y-strainers, duplex filters, cartridge filters, bag filters, etc.).
• Learn about common filtration applications in oil & gas, power plants, water treatment, and manufacturing.

2. Principles of Isolation and De-Isolation

• Understand why isolation is necessary before maintenance or cleaning.
• Differentiate between positive isolation (physical barriers) and non-positive isolation.
• Learn safe depressurization and venting techniques for different systems.

3. Isolation Procedures for Filters and Strainers

• Follow step-by-step isolation procedures for single and duplex filters.
• Implement Permit to Work (PTW), Lockout/Tagout (LOTO), and risk assessment protocols.
• Ensure safe draining, decontamination, and purging before filter removal.
• Address hazards related to pressure, temperature, and toxic substances.

4. Safe De-Isolation and Return to Service Procedures

• Perform pre-startup checks before reinstating filter or strainer systems.
• Conduct leak tests, pressure tests, and alignment checks.
• Ensure proper venting and flow balancing after de-isolation.
• Implement gradual system startup to prevent pressure surges.

5. Troubleshooting Common Issues During Isolation and De-Isolation

• Identify and resolve:
• Blockage and clogging in filters.
• Leaks or pressure imbalances during isolation.
• Equipment misalignment or improper reassembly.
• Filter media failure or bypass issues.

6. Safety and Environmental Considerations

• Ensure proper handling of hazardous substances during filter cleaning and replacement.
• Comply with OSHA, API, NFPA, ISO, and environmental regulations.
• Implement waste disposal and spill control measures for contaminated filter media.

7. Case Studies and Practical Applications

• Analyze real-world incidents related to filter and strainer isolation failures.
• Participate in hands-on isolation and de-isolation exercises using industrial simulation tools.
• Develop a customized filtration maintenance and safety plan for your facility.

Target Audience

• Maintenance and reliability engineers
• Process and operations engineers
• Plant operators and supervisors
• HSE and compliance officers
• Field service technicians involved in filtration systems