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Institute For Oil & Gas Training
OGI-1229 New

Oil Movement, Storage & Troubleshooting Training Course

Duration
5 days
CPD hours
15
Language
English
Next date
19 Oct 2026
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Overview

The Oil Movement, Storage & Troubleshooting Training Course provides industry-focused Oil Movement and Storage Training for professionals responsible for the safe, efficient and reliable movement of crude oil and refined petroleum products. Delivered by Institute For Oil & Gas Training within the Oil & Gas Process Engineering and Operations category, the programme develops practical capabilities in terminal flow systems, tank farm operations, product transfer, measurement control, pipeline integrity and operational troubleshooting.

Oil movement and storage operations connect production facilities, refineries, distribution terminals, marine facilities and downstream supply networks. Effective management of these activities supports operational continuity, accurate product accounting, inventory control, product quality and safe handling. Inefficient transfer arrangements, unreliable instrumentation, tank anomalies, pump performance problems and pipeline restrictions disrupt operations, increase losses and create safety and environmental risks.

This course addresses the operational skills required to manage these interconnected systems. It examines the engineering principles behind product movement, the operating practices used in storage terminals and tank farms, and the diagnostic methods applied to common faults affecting transfer equipment and infrastructure. Participants develop a structured understanding of how product characteristics, flow conditions, storage configurations, measurement systems and equipment performance influence terminal efficiency.

The programme covers the movement of crude oil and refined products through pipelines, manifolds, headers, pump stations, storage tanks and marine loading facilities. It also examines the interfaces between terminal operations and road, rail, pipeline and marine transportation. This integrated approach helps professionals understand the operational dependencies that influence transfer reliability and product accountability.

Through Oil Terminal Operations Training, participants examine terminal flow architecture, reception arrangements, storage philosophies, operational bottlenecks and the controls used to coordinate product movements. Tank Farm Management Training addresses tank configurations, instrumentation, gauging, vapour management, isolation, degassing and common tank-related anomalies. Oil Pipeline Troubleshooting Training develops understanding of pressure drops, leaks, contamination, pigging, corrosion mechanisms and flow assurance. Petroleum Product Handling Training covers product quality, blending, off-specification correction, pumping, metering and transfer operations.

The programme also addresses marine loading arrangements, ship-shore communication, mooring operations, pipeline integrity, spill response, work permits and operational emergency scenarios. These subjects are essential to organisations that manage complex transfer routes and storage facilities where equipment reliability, measurement accuracy and safe working practices directly affect commercial and operational performance.

Institute For Oil & Gas Training combines technical instruction with practical case studies, operational simulations, scenario-based troubleshooting and group exercises. Participants apply systematic diagnostic approaches to equipment faults, inventory discrepancies, transfer problems and emergency situations. The programme also examines the relationship between operational procedures, environmental protection, product quality requirements and recognised industry standards.

By the end of the course, participants will have a stronger foundation for assessing oil movement systems, improving storage operations, identifying potential faults and supporting consistent operating practices across terminal and pipeline environments. The resulting capabilities support operational decision-making, equipment performance monitoring, loss prevention and the effective coordination of oil transfer activities.

Objectives

  • Analyse the flow characteristics of crude oil and refined petroleum products throughout terminal systems.

  • Evaluate tank farm arrangements, storage strategies and inventory optimisation practices.

  • Apply modern measurement, tank gauging and product accounting techniques.

  • Diagnose operating faults affecting transfer lines, pumps, valves and instrumentation.

  • Apply safe isolation, degassing and entry procedures for tanks and vessels.

  • Manage product blending, stratification control and the correction of off-specification products.

  • Assess marine loading equipment, mooring arrangements and ship-shore interface risks.

  • Apply corrosion control measures, pigging strategies and pipeline integrity practices.

  • Respond effectively to operational disruptions, spills and emergency scenarios.

  • Strengthen operational practices relating to regulatory requirements, environmental protection and product quality standards.

Training methodology

The course uses a practical, operations-led training methodology designed for professionals working in oil terminals, tank farms, pipeline systems, refineries and petroleum distribution facilities. Institute For Oil & Gas Training combines technical explanations with case studies, scenario-based exercises, operational simulations and structured group activities.

Technical Instruction

Technical sessions establish the engineering and operational principles that govern oil movement and storage. Participants examine product properties, terminal flow architecture, storage configurations, pump performance, instrumentation, metering systems and pipeline hydraulics. The emphasis remains on understanding how these elements interact during routine operations and abnormal operating conditions.

Case Studies

Case studies examine common operational challenges involving tank anomalies, seal failures, water accumulation, pump cavitation, unstable flow, metering discrepancies, pipeline pressure losses and product contamination. Participants review the symptoms, possible causes, operational consequences and corrective approaches associated with each situation.

These discussions develop the ability to distinguish between visible symptoms and underlying causes. They also encourage consistent application of operating procedures, accurate recording of findings and appropriate escalation of technical issues.

Operational Simulations

Scenario-based simulations allow participants to examine decisions associated with product transfers, storage allocation, equipment faults and operational upsets. Exercises focus on identifying constraints, evaluating operating conditions, reviewing available measurements and selecting suitable corrective actions.

The simulations also address safe isolation, spill containment, emergency response and communication between personnel responsible for interconnected operations.

Structured Troubleshooting Exercises

Participants follow a systematic approach to diagnosing faults in pumps, valves, meters, instrumentation, transfer lines and storage systems. The process includes identifying the problem, collecting operating information, assessing possible causes, checking relevant equipment and determining appropriate corrective measures.

This methodology reinforces evidence-based decisions rather than reliance on assumptions or isolated symptoms.

Group Exercises

Group activities encourage participants to assess terminal layouts, coordinate transfer operations and evaluate operational risks. The final practical exercise involves developing a safe and efficient movement plan for a multi-product terminal, integrating storage requirements, transfer routes, product handling, measurement control and safety considerations.

Application to Workplace Operations

Throughout the programme, participants connect the material to their organisational responsibilities. Discussions address operating procedures, equipment condition, inventory reconciliation, product quality, environmental controls and coordination between operations, maintenance, engineering and safety teams.

This approach makes the training relevant to day-to-day terminal and pipeline activities while strengthening the practical application of technical knowledge.

Organisational impact

Effective oil movement and storage management supports operational reliability across terminals, tank farms, pipelines and marine transfer facilities. This programme helps sponsoring organisations strengthen the technical capabilities required to identify operating weaknesses, improve transfer control and manage risks associated with petroleum product handling.

Improved Transfer Reliability

A structured understanding of terminal flow systems, pump performance, valve operation and pipeline hydraulics supports more effective identification of transfer constraints. Personnel gain a clearer basis for recognising abnormal operating conditions, investigating pressure changes and addressing flow instability.

These capabilities support more consistent transfer operations and improve coordination between terminal operators, maintenance teams and engineering personnel.

Better Storage and Inventory Control

Accurate tank measurement and product accounting are essential to maintaining reliable inventory records and identifying discrepancies. The programme addresses automatic tank gauging, manual verification, temperature measurement and metering techniques alongside inventory reconciliation and loss control.

Organisations benefit from improved awareness of measurement limitations, more systematic investigation of inventory differences and stronger control over product receipts, transfers and dispatches.

Stronger Product Quality Management

Product contamination, blending errors and stratification affect product quality and commercial accountability. The training develops understanding of blending methods, quality parameters and the investigation of off-specification situations.

Participants learn to examine potential causes of quality deviations and identify appropriate correction pathways. This supports better coordination between operations, measurement personnel and quality teams.

More Effective Equipment Troubleshooting

Pump cavitation, valve failures, instrument faults, tank anomalies and pipeline pressure losses affect operational continuity. The programme reinforces structured fault diagnosis and the use of operating information to investigate problems.

A systematic approach helps personnel identify potential equipment issues, distinguish symptoms from causes and select appropriate corrective actions. This also supports clearer communication between operations and maintenance teams.

Enhanced Safety and Environmental Protection

Oil movement and storage involve hazards associated with flammable products, vapour release, pressurised equipment, tank entry, marine transfer and product spills. The course addresses safe isolation, degassing, work permits, ship-shore communication, spill containment and emergency response.

These subjects strengthen awareness of operational hazards and reinforce the importance of established procedures, suitable safeguards and coordinated responses to abnormal conditions.

Better Pipeline Integrity Management

Understanding pigging, corrosion mechanisms, coatings, cathodic protection and corrosion inhibitors supports informed discussions about pipeline condition and operational reliability. Participants also examine leaks, contamination and pressure drops as part of pipeline troubleshooting.

The resulting knowledge helps organisations improve the coordination of operations, inspection and maintenance activities while supporting established pipeline integrity programmes.

More Consistent Operating Practices

The programme connects technical knowledge with operational controls, measurement procedures, emergency arrangements and product handling requirements. This provides a common reference point for personnel working across different areas of the oil movement system.

Organisations can use the knowledge gained to review operating procedures, identify development needs and improve communication across operations, engineering, maintenance, safety and quality functions.

Personal impact

The Oil Movement, Storage & Troubleshooting Training Course strengthens the practical capabilities of professionals responsible for petroleum transfer, storage and terminal operations. It provides an integrated view of the equipment, processes and controls that influence operational performance.

Stronger Technical Understanding

Participants develop a clearer understanding of terminal flow arrangements, storage tank behaviour, transfer equipment, measurement systems and pipeline operating conditions. This knowledge supports more informed assessments of routine operations and abnormal conditions.

Improved Diagnostic Capability

The course introduces a structured approach to identifying equipment faults and operational discrepancies. Participants strengthen their ability to interpret symptoms, review relevant measurements, investigate potential causes and assess corrective options.

This capability is valuable when responding to unstable flow, pump performance problems, valve failures, instrumentation anomalies and product transfer difficulties.

Greater Measurement and Accounting Awareness

Participants improve their understanding of tank gauging, metering, measurement verification and inventory reconciliation. They gain a stronger appreciation of the relationship between measurement accuracy, product accountability and commercial records.

Better Product Handling Decisions

The programme develops understanding of product quality parameters, blending techniques, stratification and off-specification correction. Participants become better equipped to recognise the operational factors that influence product quality during storage and transfer.

Enhanced Safety Awareness

Participants strengthen their understanding of isolation, degassing, tank entry, marine loading precautions, spill response and work permit procedures. This supports more informed participation in operational risk assessments and safe working practices.

Broader Operational Perspective

By examining the connections between storage, pumping, metering, pipelines and marine facilities, participants develop a more integrated view of oil movement operations. This perspective supports collaboration with colleagues across operations, maintenance, engineering, logistics and safety.

Professional Development

The programme supports professional development for personnel progressing towards greater responsibility in terminal operations, tank farm supervision, pipeline operations, product movement coordination and operational troubleshooting. Participants also gain knowledge relevant to technical discussions, procedure reviews and operational improvement initiatives.

Who should attend

  • Terminal Operations Managers: Strengthen oversight of transfer reliability, storage arrangements, product handling and operational risks.

  • Terminal Supervisors: Improve understanding of day-to-day transfer activities, equipment faults and operational coordination.

  • Tank Farm Supervisors: Develop practical knowledge of tank configurations, gauging, storage conditions and tank-related anomalies.

  • Oil Movement Coordinators: Improve coordination of product receipts, transfers, storage allocation and dispatch activities.

  • Pipeline Operations Engineers: Strengthen understanding of pipeline hydraulics, flow assurance, pigging and troubleshooting.

  • Process Engineers: Connect process engineering principles with terminal flow systems, pumping, blending and product transfer.

  • Mechanical Engineers: Improve understanding of pump performance, valve failures, transfer equipment and maintenance-related operating issues.

  • Instrumentation and Control Engineers: Develop greater awareness of tank instrumentation, metering systems, level measurement and diagnostic practices.

  • Maintenance Engineers and Technicians: Improve their understanding of operational symptoms associated with pumps, valves, meters and storage equipment.

  • Measurement and Metering Specialists: Strengthen knowledge of tank gauging, metering technologies, proving techniques and inventory reconciliation.

  • Product Quality Personnel: Understand how storage, blending and transfer activities influence petroleum product quality.

  • HSE Professionals: Strengthen their understanding of hazards associated with oil transfer, tank entry, marine loading and spill response.

  • Marine Terminal Personnel: Develop a stronger understanding of loading systems, mooring arrangements and ship-shore interface risks.

  • Operations and Asset Integrity Managers: Improve coordination between operational reliability, equipment condition and pipeline integrity activities.

  • Technical and Operations Managers: Establish a broader understanding of the operational controls that support reliable petroleum movement and storage.

Course outline

This module introduces the operational principles governing the movement of crude oil and refined petroleum products through terminal facilities and associated transfer infrastructure. It examines the importance of storage terminals within global energy logistics, the influence of product characteristics on flow behaviour, and the configuration of systems used to receive, transfer and distribute petroleum products.

Participants explore manifolds, headers, transfer lines and pump stations, alongside operational, commercial, buffer and strategic storage approaches. The module also addresses tank farm layouts, zoning arrangements, safety separation principles and product reception through pipeline, road tanker, rail and marine facilities. Attention is given to recognising common operational bottlenecks and understanding their effects on terminal performance.

  1. API Standard 2610

    • API Standard 2610 addresses the design, construction, operation, inspection and maintenance of terminal and tank facilities.

    • It provides an industry reference for understanding terminal facility arrangements and managing associated operational risks.

    • Its provisions are relevant to terminal layouts, storage infrastructure and the operational management of petroleum facilities.

    Learning Outcomes

    • Explain the contribution of storage terminals to global energy logistics.

    • Assess how crude oil and refined product characteristics influence transfer behaviour.

    • Interpret terminal flow configurations involving manifolds, headers, transfer lines and pump stations.

    • Differentiate between operational, commercial, buffer and strategic storage requirements.

    • Evaluate tank farm layouts, zoning and safety separation arrangements.

    • Compare product reception systems used for pipeline, road, rail and marine deliveries.

    • Recognise common flow restrictions and operational bottlenecks within terminal systems.

This module examines storage tank technologies, internal tank conditions, measurement equipment and the operational practices required for effective tank farm management. Participants review fixed-roof, floating-roof, pressurised and refrigerated tanks, together with stratification, vapour space behaviour and thermal gradients that influence storage conditions.

The module covers level measurement devices, temperature probes and pressure or vacuum systems, as well as automatic tank gauging, manual verification and hybrid measurement arrangements. Further areas include vapour management, emission reduction, degassing, inerting, isolation and tank entry protocols. Participants also examine common tank abnormalities, including roof tilt, seal deterioration, water accumulation and vapour lock.

  1. API Standard 2350

    • API Standard 2350 addresses overfill prevention for petroleum storage tanks within its defined scope.

    • It provides a recognised framework for managing tank overfill risks through appropriate operating practices, safeguards and supporting systems.

    • Its relevance to storage operations includes the importance of reliable tank level information and effective controls for preventing overfill events.

    Learning Outcomes

    • Differentiate between fixed-roof, floating-roof, pressurised and refrigerated storage tanks.

    • Explain how stratification, vapour space dynamics and thermal gradients influence internal tank behaviour.

    • Assess the functions of level devices, temperature probes and pressure or vacuum systems.

    • Apply the principles of automatic tank gauging, manual verification and hybrid measurement systems.

    • Evaluate vapour management and emission reduction practices.

    • Explain the operational requirements associated with degassing, inerting, isolation and tank entry.

    • Identify and investigate tank anomalies involving roof tilt, seal failures, water accumulation and vapour lock.

This module focuses on the operational controls used to maintain product quality and manage petroleum transfers between tanks, terminals and transportation systems. Participants examine product quality parameters and the influence of movement and handling conditions on crude oil and refined product characteristics.

The module explores in-line, in-tank, sequential and ratio-controlled blending methods, together with root cause analysis and corrective approaches for off-specification products. Pumping operations include net positive suction head, cavitation, flow instability and performance problems. Participants also review valve operation, common failure modes, turbine, Coriolis and ultrasonic metering technologies, and measurement proving techniques.

  1. API Manual of Petroleum Measurement Standards

    • The API Manual of Petroleum Measurement Standards establishes recognised measurement methods for petroleum and related products.

    • Its technical scope includes measurement practices relevant to petroleum quantities, metering, sampling and volume determination.

    • It provides a reference for understanding measurement accuracy, meter performance and the reliability of product transfer accounting.

    Learning Outcomes

    • Evaluate product quality parameters and explain how handling and movement influence product characteristics.

    • Compare in-line, in-tank, sequential and ratio-controlled blending approaches.

    • Investigate off-specification products through root cause analysis and appropriate correction pathways.

    • Explain the relationship between net positive suction head, cavitation, flow instability and pump performance.

    • Recognise common valve operating difficulties and failure mechanisms.

    • Differentiate between turbine, Coriolis and ultrasonic metering systems.

    • Explain the purpose and application of metering proving techniques.

    • Assess product transfer arrangements between storage tanks, terminals and transportation systems.

This module examines the operational relationship between marine loading facilities, storage terminals and petroleum pipeline networks. Participants review loading arms, hoses, manifolds and mooring arrangements, alongside ship-shore communication protocols and safety checklists used during marine transfer operations.

The module also addresses cold product handling, refrigerated storage, pipeline hydraulics, pressure profiles, batching and flow assurance. Pipeline maintenance and integrity subjects include cleaning pigs, gauging pigs, intelligent pigs, corrosion mechanisms, protective coatings, cathodic protection systems and corrosion inhibitors. Participants investigate operational pipeline problems involving leaks, pressure drops and contamination.

  1. ASME B31.4

    • ASME B31.4 covers pipeline transportation systems for liquids and slurries within its defined scope.

    • It establishes engineering requirements relevant to the design, construction, operation and maintenance of applicable pipeline systems.

    • It provides a technical reference for pipeline integrity, operating conditions and the transportation of liquid hydrocarbons.

    Learning Outcomes

    • Evaluate marine transfer equipment, including loading arms, hoses, manifolds and mooring arrangements.

    • Explain the importance of ship-shore communication protocols and operational safety checklists.

    • Describe the handling requirements associated with cold products and refrigerated storage systems.

    • Interpret pipeline pressure profiles, batching arrangements and flow assurance considerations.

    • Differentiate between cleaning pigs, gauging pigs and intelligent pigs.

    • Explain corrosion mechanisms and the application of coatings, cathodic protection and corrosion inhibitors.

    • Identify and investigate pipeline operating problems involving leaks, pressure losses and product contamination.

This module brings together the programme's technical content through systematic troubleshooting, emergency preparedness and operational improvement practices. Participants examine diagnostic approaches for oil movement systems and investigate faults affecting pumps, valves, meters and instrumentation.

The module also considers inventory reconciliation difficulties and techniques for controlling product losses. Emergency management topics include spill containment, recovery and environmental protection. Participants review work permit systems, isolation procedures and applicable compliance requirements, followed by case studies involving terminal incidents and operational lessons. The concluding group exercise involves preparing a safe and efficient movement plan for a multi-product terminal, followed by a final review, knowledge assessment and certification.

  1. NFPA 30

    • NFPA 30, the Flammable and Combustible Liquids Code, addresses the safe storage, handling and use of flammable and combustible liquids within its scope.

    • It contains recognised provisions relevant to liquid storage arrangements, handling activities and fire-related hazards.

    • It supports the assessment of operational safeguards and risk controls in petroleum storage and transfer facilities.

    Learning Outcomes

    • Apply a structured diagnostic process to faults affecting oil movement systems.

    • Investigate problems involving pumps, valves, meters and instrumentation.

    • Assess inventory discrepancies and apply relevant product loss control techniques.

    • Explain spill containment, recovery and environmental protection procedures.

    • Evaluate work permit arrangements, isolation practices and applicable compliance requirements.

    • Analyse terminal incident case studies and identify lessons relevant to operational performance.

    • Develop a safe and efficient multi-product terminal movement plan through a practical group exercise.

    • Consolidate technical knowledge through programme review and the final knowledge assessment.

Certificate

Participants who successfully complete the course receive a Certificate of Completion from Institute For Oil & Gas Training.

The certificate recognises completion of the training programme and participation in its technical sessions and practical activities. Attendees are required to meet the institute's attendance requirement for the programme to qualify for the certificate. The course does not, by itself, represent a professional licence or an external regulatory certification.

Course dates

  • Europe

    Middle East

    Asia

    Africa

    North America

    Online

    Fee: £4,300

  • Europe

    Middle East

    Asia

    Africa

    North America

    Online

    Fee: £4,300

  • Europe

    Middle East

    Asia

    Africa

    North America

    Online

    Fee: £4,300

  • Europe

    Middle East

    Asia

    Africa

    North America

    Online

    Fee: £4,300

Fees include tuition, course materials and refreshments. Need different dates or a different city? Ask about your preferred date.

Frequently asked questions

What is covered in the Oil Movement, Storage & Troubleshooting Training Course?

The course covers terminal flow systems, tank farm operations, storage tank measurement, petroleum product handling, blending, pumping, metering, marine loading, pipeline integrity, corrosion control, troubleshooting and emergency response. It also addresses inventory reconciliation, loss control, spill management and safe operating procedures.

Who should attend this oil movement and storage training programme?

The programme is suitable for terminal operations managers, tank farm supervisors, pipeline engineers, process engineers, mechanical engineers, instrumentation specialists, measurement personnel, maintenance professionals, marine terminal staff and HSE personnel involved in petroleum movement and storage operations.

How is the training delivered?

Institute For Oil & Gas Training uses technical instruction, practical case studies, operational simulations, scenario-based troubleshooting and group exercises. Participants examine common equipment faults, product handling challenges, pipeline operating issues and emergency scenarios, culminating in a group exercise to develop a safe and efficient movement plan for a multi-product terminal.

What skills will participants gain from the course?

Participants develop skills in analysing terminal flow systems, evaluating storage configurations, applying measurement and gauging techniques, diagnosing equipment faults, managing product blending, assessing pipeline operating problems and responding to spills and operational upsets. The course also strengthens understanding of inventory reconciliation, product quality and operational safety.

Will participants receive a certificate upon completing the course?

Yes. Participants receive a Certificate of Completion from Institute For Oil & Gas Training upon completing the programme and meeting the institute's attendance requirement. The certificate confirms course completion and does not constitute an external regulatory certification or professional licence.

Next: 19 Oct 2026

4 dates available

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