Industrial process monitoring · Residual CUSUM

The Hydrogen Plant Problem

A 17% efficiency gap led to a practical monitoring lesson: adjust for operating conditions before looking for a change.

By Syd Stewart · Historical account with simulated worked examples

Real experience. Illustrative data.

The plant story comes from my experience in the 1970s. Every chart and CSV below uses generated data, not historical plant readings. They demonstrate a method; they do not reconstruct or validate the original events.

The problem nobody could explain

In the mid-1970s, I managed two nominally identical naphtha steam-reforming units. Unit 2 consumed 17% more naphtha per tonne of hydrogen than Unit 1, although both appeared to be running normally. Neither the operating team nor the technical advisers could explain the gap.

A reference book supplied a clue: a low steam-to-naphtha ratio during a steam or power failure can permanently damage the nickel catalyst. Several such failures had occurred. We replaced Unit 2’s catalyst during a planned shutdown; on restart, its consumption returned to Unit 1’s level. That was strong practical evidence for the catalyst explanation, though it did not establish the exact history of the damage.

The next question was how to notice deterioration earlier, rather than wait for another costly efficiency gap.

Measure the departure from expected performance

Outlet methane was a useful indicator of incomplete reforming, but it also varied with production rate. A higher reading could mean higher load rather than poorer catalyst performance. We needed a residual: actual methane minus the amount expected at that load.

  1. Establish a healthy reference. Use verified healthy operation across the relevant load range; check instruments and other operating conditions.
  2. Calculate each residual. In this illustrative dataset:
Expected CH₄ (%) = 2.0 + (Flowrate% − 30) × (1.5 / 70)
Residual (percentage points) = Actual CH₄ (%) − Expected CH₄ (%)

The formula is an example, not a transferable plant model. Temperature, pressure, feedstock and instrument changes may also need accounting for. A poorly specified reference produces misleading residuals.

Generated baseline data: raw methane varies with flow; adjusted residuals scatter around zero.
Healthy-baseline illustration. Removing the modelled load effect makes departures easier to interpret. The plotted action levels belong to this simulation, not a general operating rule. Open full size ↗

Use accumulation to make persistent departures visible

A running sum against a fixed healthy reference can accumulate small persistent deviations that are difficult to judge from single readings. In the original monitoring arrangement, one reading per shift and weekly summaries could be maintained with pen and paper.

Do not confuse two uses of CUSUM. Prospective monitoring needs a fixed reference, decision limits and an agreed response. The retrospective Bootstrap CUSUM charts below are centred on the whole-series mean and fit possible stage boundaries. Their estimated change dates are not evidence of when an online alarm would have sounded.

Generated sudden-change scenario showing observations, cumulative deviations and fitted stages.
Sudden-change illustration — step-change analysis chart. A simulated event changes the residual level. The fitted boundary is retrospective; it does not demonstrate a two-to-three-week detection delay in a real monitoring system. Open full size ↗

A CUSUM slope shows departures from its reference, not a direct rate of deterioration. A whole-series-centred CUSUM returns approximately to zero by construction; that return does not mean the plant recovered. A chart can prompt inspection, but cannot identify catalyst damage on its own.

Additional worked charts: drift, combined change and sensitivity
Existing X-mR output for generated step-change data.
X-mR comparison. This is one simulated example, not proof that individual-value charts cannot detect such changes. Sensitivity depends on the shift, noise, rules and baseline. Open full size ↗
Existing exploratory output for generated gradual deterioration.
Slow-drift illustration — step-change analysis chart. Fitted steps can approximate a continuous trend; stage boundaries need not correspond to separate physical events. Open full size ↗
Existing exploratory output for generated drift followed by a sudden change.
Combined illustration — step-change analysis chart. Both mechanisms were built into the generated data. Their presence here does not establish what happened historically. Open full size ↗
Existing generated-data export displaying three fitted stages at the 95% setting.
95% export. Existing image retained for comparison; settings and fitted stages are software output, not independent validation. Open full size ↗
Existing generated-data export displaying two fitted stages at the 99.7% setting.
99.7% export. A different stage count illustrates sensitivity to analysis settings. The filename is historical; read settings from the image itself. Open full size ↗

Make monitoring useful to operators

The transferable lesson is not “use this formula everywhere.” It is compare actual with expected performance under comparable conditions, then connect a signal to investigation and action.

How to take this further

For the complete framework, read Why Improvement Programmes Fail.

Downloads and method notes

All four CSVs are simulated. They are suitable for learning and testing software behaviour, not estimating this plant’s actual losses or validating a monitoring system.

Method background: Page (1954), Continuous inspection schemes; Taylor (2000), Change-point analysis; Efron & Tibshirani (1993), An Introduction to the Bootstrap. These references do not validate this implementation. Existing chart images are retained unchanged; their original settings are not operating recommendations.