TECHNICAL SPECIFICATION
PLUG VALVES (AMENDMENTS/SUPPLEMENTS TO API 599)
MESC SPE 77/107 September 2010
MESC SPECIFICATION DOCUMENT
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MESC SPE 77/107 September 2010 Page 2 PREFACE MESC (Materials and Equipment Standards and Code) SPE documents reflect the views, at the time of publication, of: Shell Global Solutions International B.V. (Shell GSI) and/or Shell International Exploration and Production B.V. (SIEP) and/or other Shell Service Companies. They are based on the experience acquired during their involvement with the design, construction, operation and maintenance of processing units and facilities, and they are supplemented with the experience of Shell Operating Units. Where appropriate they are based on, or reference is made to, international, regional, national and industry standards. The objective is to set the recommended standard for good design and engineering practice applied by Shell companies operating an oil refinery, gas handling installation, chemical plant, oil and gas production facility, or any other such facility, and thereby to achieve maximum technical and economic benefit from standardization. The information set forth in these publications is provided to Shell companies for their consideration and decision to implement. This is of particular importance where MESC SPEs may not cover every requirement or diversity of condition at each locality. The system of MESC SPEs is expected to be sufficiently flexible to allow individual Operating Units to adapt the information set forth in MESC SPEs to their own environment and requirements. When Contractors or Manufacturers/Suppliers use MESC SPEs they shall be solely responsible for the quality of work and the attainment of the required design and engineering standards. In particular, for those requirements not specifically covered, the Principal will expect them to follow those practices, which will achieve the same level of integrity as reflected in the MESC SPEs. If in doubt, the Contractor or Manufacturer/Supplier shall, without detracting from his own responsibility, consult the Principal or its technical advisor. The right to use MESC SPEs is granted by Shell GSI, in most cases under Service Agreements primarily with Shell companies and other companies receiving technical advice and services from Shell GSI or another Shell Service Company. Consequently, three categories of users of MESC SPEs can be distinguished: 1)
Operating Units having a Service Agreement with Shell GSI or other Shell Service Company. The use of MESC SPEs by these Operating Units is subject in all respects to the terms and conditions of the relevant Service Agreement.
2)
Other parties who are authorized to use MESC SPEs subject to appropriate contractual arrangements (whether as part of a Service Agreement or otherwise).
3)
Contractors/subcontractors and Manufacturers/Suppliers under a contract with users referred to under 1) or 2) which requires that tenders for projects, materials supplied or - generally - work performed on behalf of the said users comply with the relevant standards.
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MESC SPE 77/107 September 2010 Page 3 TABLE OF CONTENTS PART I 1.1 1.2 1.3 1.4 1.5
INTRODUCTION ........................................................................................................ 4 SCOPE........................................................................................................................ 4 DISTRIBUTION, INTENDED USE AND REGULATORY CONSIDERATIONS ......... 4 DEFINITIONS ............................................................................................................. 4 CHANGES SINCE PREVIOUS EDITION ................................................................... 4 COMMENTS ON THIS MESC SPE ............................................................................ 4
PART II
AMENDMENTS/SUPPLEMENTS TO API 599:2007.................................................. 6
PART III
REFERENCES ......................................................................................................... 11
MESC SPE 77/107 September 2010 Page 4 PART I INTRODUCTION 1.1
SCOPE This MESC SPE specifies requirements for plug valves. This specification shall apply in addition to the applicable MESC Buying Description, purchase order or requisition sheet. The requirements for operation and maintenance of plug valves are outside the scope of this MESC SPE. This specification is written as amendments and supplements to API 599:2007, which are covered in Part II of this MESC SPE. The clause numbering of API 599:2007 has been retained and any amendments are identified as ‘Add’, ‘Modify to read’ or ‘Delete’. Any clauses of API 599:2007 that are not amended or supplemented by this MESC SPE, shall apply as written.
1.2
DISTRIBUTION, INTENDED USE AND REGULATORY CONSIDERATIONS Unless otherwise authorised by Shell GSI, the distribution of this MESC SPE is confined to Shell companies and, where necessary, to Contractors and Manufacturers/Suppliers nominated by them. This MESC SPE is intended for use in oil refineries, chemical plants, gas plants, exploration and production facilities and, where applicable, supply/distribution installations. If national and/or local regulations exist in which some of the requirements may be more stringent than in this MESC SPE the Contractor shall determine by careful scrutiny which of the requirements are the more stringent and which combination of requirements will be acceptable with regards to safety, environmental, economic and legal aspects. In all cases the Contractor shall inform the Principal of any deviation from the requirements of this MESC SPE which is considered to be necessary in order to comply with national and/or local regulations. The Principal may then negotiate with the Authorities concerned, the objective being to obtain agreement to follow this MESC SPE as closely as possible.
1.3
DEFINITIONS
1.3.1
General definitions The Contractor is the party that carries out all or part of the design, engineering, procurement, construction, commissioning or management of a project, or operation or maintenance of a facility. The Principal may undertake all or part of the duties of the Contractor. The Inspector is the party appointed by the Principal to check that the products supplied comply with this MESC SPE. The Manufacturer/Supplier is the party that manufactures or supplies equipment and services to perform the duties specified by the Contractor. The Principal is the party that initiates the project and ultimately pays for its design and construction. The Principal will generally specify the technical requirements. The Principal may also include an agent or consultant authorised to act for, and on behalf of, the Principal. The word shall indicates a requirement. The word should indicates a recommendation.
1.4
CHANGES SINCE PREVIOUS EDITION The previous version of this MESC SPE is dated August 2008. Changes and additions have been made to cover the design requirements for lubricated type plug valves. The changes are highlighted in bold, red text. Additions include :Requirements for lubricated type plug valves.
MESC SPE 77/107 September 2010 Page 5 Changes include :Increase in test water chloride content to 30 ppm.
COMMENTS ON THIS MESC SPE Comments on this MESC SPE may be sent to the MESC SPE Administrator at
[email protected]. Shell staff may also post comments on this MESC SPE on the Surface Global Network (SGN) under the Standards folder.
MESC SPE 77/107 September 2010 Page 6 PART II AMENDMENTS/SUPPLEMENTS TO API 599:2007 4.1.1
Add:
Unless otherwise specified all lubricated taper plug valves shall be of the inverted plug "Pressure Balanced Design" in which the line pressure is used to keep the plug in a "balanced" condition. Lubricated plug valves shall have a bottom entry design.
4.1.2
Add:
Sealing for lubricated taper plug valves shall be accomplished using a lapped tapered metal plug fitted to a lapped tapered metal body. The valve shall be a metal-to-metal seated design
4.2.4
Replace with:
End flanges shall comply with ASME B16.5. The surface plane of the nut bearing area at the backside of flanged valves shall be parallel to the machined flange face within 1°. The end flanges of steam jacketed valves shall be oversized in order to achieve a full jacket. Flange sizes shall be :Valve Size DN
Flange Size DN
25
50
50
80
80
100
100
150
150
200
200
250
250
300
300
400
Jacket connections for the inlet, outlet and drain shall be DN 15 up to valve size DN 80 and DN 25 for larger valves. Pipe schedule shall be Sch 80.
4.2.9
Add:
When specified, drain and vent connections for all plug valves in pressure classes ≤ ASME Class 900 sizes ≤ DN 150 full bore / DN 200 reduced bore shall be as follows: -
Connections shall be drilled and threaded. Threaded connections shall have a parallel profile in accordance with ISO 228-1 and fitted with a parallel threaded plug.
-
The plug material shall be the same chemical composition of the body or trim.
-
The plug shall have a primary seal inboard of the thread, in order to protect the thread against crevice corrosion. The seal material shall be the same as that specified for the seal material in the buying description.
-
The connection between plug and body shall provide a fire safe secondary seal outboard of the thread, in order to protect the thread against atmospheric corrosion. In case a separate seal ring is used the seal material shall be grade 316 Stainless steel. The location of the ring shall not interfere with the area dedicated for (on-site) seal welding.
-
The plug shall have an external shoulder suitably profiled to accept a seal weld. The size of the shoulder shall allow a seal weld 1/3 times the nominal size of the plug, not less than 3mm (0.12 in), but in no case exceed 13mm (0.5 in).
MESC SPE 77/107 September 2010 Page 7 -
The plug shall be securely locked to prevent loosening by a grade 316 Stainless steel locking ring secured to the body. The locking ring shall be designed so that it can be removed without loosening the plug in order to facilitate seal welding after site testing.
When specified, the drain and vent connections for plug valves in pressure classes > ASME Class 900 and all valves ≥ DN 200 full bore / DN 250 reduced bore, shall be as follows: -
The drain and vent connections shall be either a fully welded flanged or a pad type flanged connection, fitted with a blind flange.
If a pad type flanged connection is applied, it may be integrally machined with the valve body. The bolting, gasket and flange rating shall be the same as for the valve. Drain and vent connections shall not be specified for lubricated plug valves. 4.3
Add:
In case a spiral wound gasket is applied, it shall be fully confined or provided with outer and inner rings. It shall also have controlled compression in order to prevent crushing.
4.4.6
Add:
-
For lubricated plug valves the stem and plug shall not be one integral piece
4.4.6
Add
-
Stem sections shall be cylindrical, within a tolerance of 0.05 mm (0.002 in).
-
Stem shall be straight, within a tolerance over the travel of the stem of 1 mm/metre (0.012 in/ft)
4.4.7
Add
The design of the valve stem, plug and operating mechanism shall be such that the plug and operating mechanism have a unique position after assembly. Any stem extension or actuator shall not influence this requirement.
4.4.9
Add
The sleeve of sleeve-type plug valves shall be mechanically locked in the valve body.
4.4.10
Add
If it is specified that the valve will be installed underground or at a level below the operator’s position, the valve shall have a stem extension and extension casing. The casing shall be fully enclosed and externally coated for corrosion prevention. A positive clearance shall remain between the top of the stem and the top of the stem protector when the valve is in fully open position. For gear operated valves, the gearbox shall be mounted directly on the valve. The gearbox input shaft shall be extended. The design of the stem extension and protector (if applicable) shall be subject to the approval of the Principal.
4.4.11
Add
The plug of lubricated valves and shall be furnished with anti friction PTFE treatment.
4.5
Delete:
a threaded type,
Add:
-
A gland with a joint face parallel to the stem centerline is not permitted.
-
The gland follower shall protrude into the stuffing box before compressing the packing rings.
4.6.1
Add:
The bolt sizing shall also be in accordance with ASME VIII Division 1, Appendix 2.
MESC SPE 77/107 September 2010 Page 8 4.7.1
Add:
The operating means shall be free from burrs and sharp edges. The lever length should not exceed twice the face to face or end to end dimension of the valve. Handwheel diameters shall not exceed the face to face or end to end dimension of the valve or 1000mm whichever is the smaller. In case the force and dimensional limitations are exceeded, the valve shall be provided with a gearbox. -
The gearbox shall of the self-locking gear type, dust-proof and weatherproof. Self locking, means that the output shaft cannot drive the input shaft, a feature inherent with worm and wheel designs, but not with the highly efficient ball screw designs.
-
The connection between the valve body and the gearbox or stem extension shall be vented so that any product leakage from the stem cannot penetrate into the gearbox housing.
-
The gearbox output torque rating shall be at least 1.5 times the maximum required operating torque of the valve.
-
When the number of hand wheel turns exceeds 100 from the fully open to the fully closed position, the manufacturer shall specify the number of handwheel turns on the quotation.
If specified by the Principal, the valve shall be fitted with an actuator. The valve manufacturer shall: -
Verify that the actuator manufacturer has reviewed the information supplied by the valve manufacturer.
-
Ensure that the valve stem design takes into account a safety factor based on the maximum output torque or force of the actuator. Unless specified otherwise, this safety factor shall be 1.5.
The actuator manufacturer shall: -
Select an actuator proportional to the valve size.
Gear operated and actuated valves shall be fitted with a mounting flange in accordance with ISO 5211. Gear operated and actuated valves shall be designed to prevent damage to the drive train of the valve.
4.9
Add
Packing box If a packing box is provided: -
The bottom of the packing box shall be flat.
-
The nominal depth of the packing box shall accommodate a maximum of six uncompressed packing rings.
-
The surface area of the stuffing box in contact with the packing shall have a surface finish (Ra) of 3.2 µm or smoother.
-
The packing box wall shall not be penetrated by any drillings or bound by the thread-end of the backseat bushing.
-
The stem shall be suitably supported and have clearances designed, such that with all anticipated side loads it does not make rubbing contact with the adjacent static metallic components (bonnet, gland ring etc), which may lead to galling. Sealant Injection fittings for stem sealing are not allowed
5.2.1
Modify to
The materials shall be in accordance with the MESC Buying Description.
MESC SPE 77/107 September 2010 Page 9 read:
5.4.1
Modify st 1 sentence to read:
The materials shall be in accordance with the MESC Buying Description.
5.5
Add:
Material of the gearbox housing shall be nodular cast iron, carbon steel or equivalent to the valve body material.
5.6
Modify to read:
The material shall be in accordance with the MESC Buying Description.
5.8.1
Modify to read:
The material shall be in accordance with the MESC Buying Description. Bolting and other valve components shall not be galvanised or cadmium plated.
5.8.2
Modify to read:
The material shall be in accordance with the MESC Buying Description.
5.11
Add
Material acceptance The Manufacturer shall list the material designation of all valve parts on the valve general arrangement drawing.
6.1.3
Add:
Body lubricant/sealant injector connections shall be threaded with a parallel profile in accordance with ISO 228-1 and fitted with a parallel threaded injector. The injector shall have a primary seal inboard of the thread, in order to protect the thread against crevice corrosion. The seal material shall be the same as that specified for the seals in the buying description. The connection between plug and body shall provide a fire safe secondary seal outboard of the thread, in order to protect the thread against atmospheric corrosion. In case a separate seal ring is used the seal material shall be grade 316 Stainless steel. Lubricant/sealant injection fittings shall incorporate an: - internal non-return valve, - giant button head, - screwed cover with vent holes, which seals-off the connection by plugging the sealant port.
6.1.5
Add:
Lubricants/sealants shall contain a base oil and a viscosity improver, typically amorphous or fume silica.
7.2.1
Add:
The minimum test duration shall be 60 s and shall commence after the test pressure has stabilised. Acceptance criteria are per API 598, Table 5. -
Test fluid shall be fresh water containing a corrosion inhibitor.
-
The chloride content of test water in contact with austenitic and duplex stainless steel wetted components of valves shall not exceed 30 μg/g (30 ppm by mass).
-
Valves with a gear operator or actuator shall be seat tested after assembly of the operating mechanism.
MESC SPE 77/107 September 2010 Page 10 7.2.2
Modify to read:
Valves containing polymeric or elastomeric materials shall be of a fire-tested design and certified in accordance with ISO 10497, BS 6755-2, API 607 or API 6FA. Fire testing and certification are also required for lubricated taper plug valves.
7.2.3
Add
If requested by the Principal, the Manufacturer shall provide the operating thrust and torque (and the applied safety factors) at maximum differential pressure, and the stroking time.
8.6
Add
Body marking shall either be integral or be made by stamping with a low-stress die stamp on a flange rim (for flanged valves) or on the valve body (for buttweld or threaded-end valves). Body marking shall include: -
Heat number of the body, bonnet and cover forgings and castings.
Nameplate marking shall include: -
Year of manufacture.
9.1.4
Add
Before packaging and shipment, the valve internals shall be thoroughly cleaned and dried and the surfaces shall be free from test fluids, cleaning agents, loose particles and organic substances.
9.2.1
Add:
These covers shall be designed to prevent ingress of water and dirt into the valve during outdoor storage for at least one year.
MESC SPE 77/107 September 2010 Page 11 PART III REFERENCES In this MESC SPE, reference is made to the following publications: NOTES: 1. Unless specifically designated by date, the latest edition of each publication shall be used, together with any amendments/supplements/revisions thereto. 2. Most of the referenced external standards are available to Shell staff on the SWW (Shell Wide Web) at http://sww05.europe.shell.com/standards.
SHELL STANDARDS Plug valves, sleeve type and balanced type to API 599
MESC SPE 77/107
Graphite to ASTM F 2168
MESC SPE 85/203
Fugitive emission production testing
MESC SPE 77/312
AMERICAN STANDARDS Metal Plug Valves – Flanged, Threaded and Welding Ends
API 599:2007
Fire Test for Soft-Seated Quarter-Turn Valves
API 607 (3 or 5 edition)
Specification for fire test for valves
API 6FA
rd
Issued by: American Petroleum Institute Publications and Distribution Section 1220 L Street Northwest Washington DC 20005 USA
ASME Boiler and Pressure Vessel Code – Rules for construction of pressure vessels
ASME VIII
Issued by: American Society of Mechanical Engineers ASME International Three Park Avenue, M/S 10E New York, NY 10016, USA
BRITISH STANDARDS Testing of valves – Part 2: Specification for fire type testing requirements
BS 6755-2
Steel Plug Valves
BS 5353
Issued by: British Standards Institution 389 Chiswick High Road London W4 4AL UK
INTERNATIONAL STANDARDS Industrial Valves – Part-Turn Actuator Attachment
ISO 5211
Testing of valves – Fire type testing requirements
ISO 10497
Issued by: ISO Central Secretariat 1, ch. de la Voie-Creuse Case postale 56 CH-1211 Genève 20 Switzerland Copies can also be obtained from national standards organizations.
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