Essential guide to preventing fatal incidents during equipment opening through real-world case analysis

Opening process equipment remains one of the most hazardous activities in refining and petrochemical operations, with failures causing loss of containment incidents, including severe injuries and fatalities, from trapped pressure, pyrophoric ignition, and energy isolation breakdowns. Opening Process Equipment (OPE) Hazards: Risk Recognition and Prevention delivers a narrative-driven approach to these risks, written by a veteran refinery safety manager with over 50 years of frontline experience in incident management, safety consulting, and leading Safe Operations Training courses worldwide.

The book guides readers from foundational OPE concepts and regulatory requirements through advanced mitigation strategies. Real-world incident analyses grouped thematically reveal recurring failure patterns including wrong-flange errors, pyrophoric material hazards, and inadequate lockout-tagout procedures. Each chapter features quizzes, scenario-based discussion questions, technical illustrations, and flowcharts clarifying isolation procedures and zero-energy verification protocols.

Readers will also find:

• Field-ready checklists and job aids designed to prevent incidents during equipment opening tasks in refineries and petrochemical facilities
• Globally relevant case studies of fatal incidents that illustrate the severe consequences of procedural deviations and complacency in familiar tasks
• Clear explanations of the rationale behind lockout-tagout, blinding, and zero-energy verification procedures to build genuine safety commitment
• Training content that helps frontline workers recognize latent hazards like trapped pressure behind plugged bleeders or unexpected combustible liquids
• Additional resources and chapter quizzes supporting compliance with OSHA Process Safety Management and other regulatory safety codes

Process operators, maintenance technicians, first-line supervisors, and safety engineers in refining, petrochemical, chemical, and oil and gas industries will find actionable guidance for preventing OPE incidents. Corporate training departments and technical college instructors will also gain ready-to-use materials for onboarding and continuing safety education.

M. Darryl Yoes is the founder and President of Safety Consulting International, LLC, with more than 50 years of refinery supervisory and management experience. He served as emergency coordinator and incident manager as Refinery Superintendent and has authored three other Wiley-published textbooks on safe petroleum and petrochemical plant operations. He currently leads Safe Operations Training for petroleum refineries and petrochemical plants and develops process operations and environmental procedures for EcoScience Resource Group, LLC.