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MESC SPE 77/170 September 2012 Page 1

TECHNICAL SPECIFICATION

PROCESS-TO-INSTRUMENT VALVES

MESC SPE 77/170

December 2012

The entire document is a corrigendum and replaces the revision published in September 2012

MESC SPECIFICATION DOCUMENT

published in September 2012 MESC SPECIFICATION DOCUMENT This document is restricted. Neither the whole nor any

This document is restricted. Neither the whole nor any part of this document may be disclosed to any third party without the prior written consent of Shell Global Solutions International B.V., The Netherlands. The copyright of this document is vested in this company. All rights reserved. Neither the whole nor any part of this document may be reproduced, stored in any retrieval system or transmitted in any form or by any means (electronic, mechanical, reprographic, recording or otherwise) without the prior written consent of the copyright owner.

PREFACE

MESC SPE 77/170 December 2012 Page 2

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.

Subject to any particular terms and conditions as may be set forth in specific agreements with users, Shell GSI disclaims any liability of whatsoever nature for any damage (including injury or death) suffered by any company or person whomsoever as a result of or in connection with the use, application or implementation of any MESC SPE, combination of MESC SPEs or any part thereof, even if it is wholly or partly caused by negligence on the part of Shell GSI or other Shell Service Company. The benefit of this disclaimer shall inure in all respects to Shell GSI and/or any Shell Service Company, or companies affiliated to these companies, that may issue MESC SPEs or require the use of MESC SPEs.

Without prejudice to any specific terms in respect of confidentiality under relevant contractual arrangements, MESC SPEs shall not, without the prior written consent of Shell GSI, be disclosed by users to any company or person whomsoever and the MESC SPEs shall be used exclusively for the purpose for which they have been provided to the user. They shall be returned after use, including any copies, which shall only be made by users with the express prior written consent of Shell GSI. The copyright of MESC SPEs vests in Shell GSI. Users shall arrange for MESC SPEs to be held in safe custody and Shell GSI may at any time require information satisfactory to them in order to ascertain how users implement this requirement.

All administrative queries should be directed to the MESC SPE Administrator in Shell GSI.

MESC SPE 77/170 December 2012 Page 3

TABLE OF CONTENTS

PART I

INTRODUCTION

4

1.1

SCOPE

4

1.2

DISTRIBUTION, INTENDED USE AND REGULATORY CONSIDERATIONS

4

1.3

DEFINITIONS

4

1.4

CHANGES SINCE PREVIOUS EDITION

4

1.5

COMMENTS ON THIS MESC SPE

5

PART II

REQUIREMENTS

6

2.1

VALVES GENERAL

6

2.2

FLANGE DESIGN

6

2.3

INSTRUMENT CONNECTIONS

7

2.4

SCREWED COMPONENTS

7

2.5

BENDING MOMENTS

7

2.6

BALL VALVE CAVITY RELIEF

7

2.7

PROCESS GLOBE/NEEDLE TYPE VALVE REQUIREMENTS

8

2.8

SECONDARY GLOBE/NEEDLE TYPE VALVE REQUIREMENTS

8

2.9

MATERIALS

9

2.10

MARKING

9

2.11

INSPECTION AND TESTING

9

2.12

PAINTING, PRESERVATION, SHIPPING AND STORAGE

10

2.13

DRAWINGS –Figure 1,2 & 3

11

PART III

REFERENCES

14

MESC SPE 77/170 December 2012 Page 4

PART I

INTRODUCTION

1.1

SCOPE

This MESC SPE specifies requirements for process to instrument valve units, either single or double block with or without bleed valves for connecting process to pressure gauges or instrument impulse lines.

Process/instrument valves with soft-seated ball valves can be used to 150 °C (300 °F) in potentially clogging service. Slimline monoflanges with metal-seated globe valves can be used in clean service up to 150 °C (300 °F).

This MESC SPE shall apply in addition to the applicable MESC Buying Description, purchase order or requisition sheet.

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 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

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 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 edition of this MESC SPE was dated September 2010. The change is to update email address of MESC SPE administrator.

Valves with Body material A182 grade F316 designed to accommodate P/T rating of group 1.2.

Slotted bolt holes in process piping connection flange.

Example drawings added.

Instrument thread connection updated.

Updated marking requirements

Updated packing & dispatch requirements

1.5 COMMENTS ON THIS MESC SPE

MESC SPE 77/170 December 2012 Page 5

Comments on this MESC SPE may be sent to the MESC SPE Administrator at MESC@shell.com . Shell staff may also post comments on this MESC SPE on the Surface Global Network (SGN) under the Standards folder.

PART II REQUIREMENTS

2.1 VALVES GENERAL

MESC SPE 77/170 December 2012 Page 6

The first block valve coming from the process side shall be either a ball or globe "needle" type valve of process design.

NOTE: The reference to "needle" is not intended to indicate that the valve is a true fine-control needle valve – it is a term used in the Instrument Engineering discipline for small, fine-threaded globe valves. The closure member is a conical disc or ball. In MESC specifications, these valves are identified as slimline globe plug/ball valves.

Figure 2 illustrates a typical monoflange floating ball Process-to-Instrument valve. Figure 3 illustrates a typical slimline globe plug/ball valve.

All ball valves shall meet the design requirements of ISO 17292 and MESC SPE 77/110

The first globe/needle type valve shall meet the design requirements specified in 2.7.

Secondary globe/needle type needle valves shall meet the design requirements specified in

2.8.

The face to end or face to face dimension of all process to instrument valves shall be to the manufacturer’s standard.

The body construction shall be one piece. The body design shall be in accordance with ASME B16.34.

In order to allow application of valves manufactured with ASTM A182 GRADE F 316 body material (Group 2.2 Material) in Carbon Steel Piping Classes without de-rating, these valves shall be designed to also accommodate the Pressure–Temperature Ratings for Group 1.2 materials. Consequences in terms of minimum wall thickness shall be anticipated.

Forged bodies shall be forged close to the final shape.

Valves containing polymeric or elastomeric materials shall be of a fire-tested design and certified in accordance with ISO 10497, BS 6755-2, or API 6FA.

The valve bonnets or levers shall be colour coded as follows:

- Block-Isolation Valves: blue

- Bleed-Vent Valves: red

Single and double block and bleed valves shall provide the function of single block and double block by plugging the bleed connection. Bleed ports with 1/2 in (F)G threads shall have the compression fitting side of the adapter fitting (see Figure 1) plugged.

2.2 FLANGE DESIGN

The flange shall be generally in accordance with ASME B16.34 (paragraph 6.2.2.).

In order to allow application of valves manufactured with ASTM A182 GRADE F 316 body material (Group 2.2 Material) in Carbon Steel Piping Classes without de-rating, these flanges shall be designed to also accommodate the (ASME B16.34) Pressure– Temperature Ratings for Group 1.2 materials.

DN 15 (NPS 1/2 in) flanges for connecting to Class 150, Class 300 or Class 600 process piping flanges shall be furnished with 5/8 in wide radially slotted bolt holes with a Pitch Circle Diameter (PCD) of 60.3 mm (2.38 in) and a PCD of 66.7 mm (2.62 in) .

DN 15 (NPS 1/2 in) flanges for connecting to Class 900, Class 1500 or Class 2500 process piping flanges shall be furnished with 7/8 in wide radially slotted bolt holes with a PCD of 82.6 mm (3.25 in) and a PCD of 88.9 mm (3.50 in) .

Inlet flanges other than DN 15 (NPS 1/2 in) shall be drilled in accordance with ASME B16.5 or tapped and fitted with studding suitable for connection to the process piping connection flange. Valves having an outlet flange shall also meet these requirements.

MESC SPE 77/170 December 2012 Page 7

If studs are fitted to tapped holes the minimum protruding length from the raised face shall be in accordance with the table below. Studs shall be positively locked in position.

Nominal

 

Minimum stud protusion

 

size (DN)

 

mm

Class

Class

Class

Classes

Class

150

300

600

900 and 1500

2500

15

32

mm

38

mm

44

mm

57

mm

64

mm

20

38

mm

44

mm

51

mm

63

mm

70

mm

25

38

mm

44

mm

51

mm

70

mm

76

mm

40

38

mm

51

mm

57

mm

76

mm

89

mm

50

44

mm

51

mm

57

mm

76

mm

95

mm

If slimline monoflange valves are specified with flanged/flanged ends, the following shall also apply:

- To enable removal of the blind flange with the mono flange valve staying in place, the mono flange valve shall be provided with full thread engagement studs screwed in the body and positively locked in position with pins.

2.3 INSTRUMENT CONNECTIONS

The Instrument and bleed connections shall be specified as one of the following:

Size, outlet/bleed

Type of end connection

Specification

1/2 in (F)NPT

Threaded

ASME B1.20.1

1/2 in (F)G

Threaded

In accordance with Figure 1, complete with adapter fitting of the same material as the body

(1/2 in (F)BSP)

The body shall be machined around the connection with a diameter of 27 mm (–0, +0.2) mm.

The minimum port size for monoflange floating ball valves shall be 7 mm (0.28 in). The port size for slimline globe, plug/ball valves shall be 5 mm (0.2 in).

All threaded ports shall be fitted with blanking plugs of the same material as the body. Plug must be able to permanently sustain the full pressure rating of the valve.The plugs shall be suitably sealed

When the blanketing plug is left on the valve, it is considered a valve without a bleed.

2.4 SCREWED COMPONENTS

All threaded/screwed valves in the body shall be positively locked in position.

2.5 BENDING MOMENTS

For purposes of design, the following bending moments by the outlet pipe or instrument shall be taken into account

Outlet DN (NPS)

Bending moment (N⋅⋅⋅⋅m)

< 25 (1)

175

25 to 50 (1 to 2) inclusive

1000

2.6 BALL VALVE CAVITY RELIEF

If a body cavity relief is specified:

- The body cavity relief shall be a pressure equalising hole with a diameter of at least 3 mm (0.12 in), drilled in the closure member outside the seat facing area. The

MESC SPE 77/170 December 2012 Page 8

pressure relief hole shall connect the valve body cavity to the High Pressure (HP) side of the closure member when this is in the closed position.

- The maintenance manual shall show how the closure member must be assembled.

2.7 PROCESS GLOBE/NEEDLE TYPE VALVE REQUIREMENTS

The design shall be outside screw and yoke, with bolted bonnet.

The bonnet bolting shall have four bolts sized to meet the requirements of ASME VIII and ASME B16.34.

The bonnet static seal shall be fully contained; metal-to-metal contact shall be made between the bonnet and body.

The gland shall be loaded by two bolts, which are independent of the bonnet bolting.

The means of stem disk attachment shall be such that the disk (stem end) is free to articulate in order to permit alignment with the seat. The means of disk to stem assembly attachment shall be positively secured to prevent loosening due to fluid or piping induced vibration.

The bonnet and stem shall incorporate internal back seating for emergency stem sealing and stem blow out protection.

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.

The stem thread shall be suitably protected from the environment.

Body and bonnet wall thicknesses shall meet the requirements of ASME B16.34.

The pressure temperature rating for the valve shall be to ASME B16.34.

2.8 SECONDARY GLOBE/NEEDLE TYPE VALVE REQUIREMENTS

Valves incorporating screwed bonnets shall have seals both in and outboard of the thread to protect the thread from both the process medium and the environment. The thread length shall meet the design requirements of ASME B16.34.

The bonnet shall be mechanically locked to eliminate loosening by a device, which is securely fixed to the body.

The means of stem disk attachment shall be such that the disk (stem end) is free to articulate in order to permit alignment with the seat. The means of disk to stem assembly attachment shall be positively secured to prevent loosening due to fluid or piping induced vibration.

The bonnet and stem shall incorporate integral back seating for emergency stem sealing and stem blow out protection.

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.

The stem thread shall be outboard of the stem packing and shall be suitably protected from the environment.

The gland shall be adjustable and capable of being securely locked in position.

Body and bonnet wall thicknesses shall meet the requirements of ASME B16.34.

The pressure temperature rating for the valve shall be to ASME B16.34.

If the requisition specifies a bleed valve with anti-tamper facility, the valve spindle shall be supplied with a (5 mm × 5 mm) square operating end. The key guide on the valve shall have an internal diameter of between 11.2 mm and 11.5 mm.

2.9 MATERIALS

MESC SPE 77/170 December 2012 Page 9

Materials shall be as specified in the MESC buying description to ASTM or UNS (unified numbering system) standards.

Equivalent materials to other national standards may only be used after approval by the Principal.

Bolting and other valve components shall not be galvanised or cadmium plated.

If compliance with ISO 15156/NACE MR0175 is specified, it shall apply to process wetted parts, parts within the pressure envelope, and bolting.

2.10 MARKING

The valve shall have the purchase requisition number clearly marked or tagged.

The class rating, body material and the nominal size shall also be marked on the valve body.

Identification plate marking shall include:

- the manufacturer's type or figure number

- pressure rating designation, Class or PN

- manufacturer’s identification number

- maximum pressure at 38 °C

- limiting temperature and associated pressure, if applicable

- limiting differential pressure and associated temperature, if applicable

- trim identification

- pipe thread identification, NPT or BSP

Both metric and USC units. Body / bonnet castings and forging shall have the charge or heat number and heat treatment batch cast or stamped in the material.

For double-flanged ball valves assemblies with cavity relief, the high-pressure side shall be clearly marked ‘HP’.

2.11 INSPECTION AND TESTING

GENERAL

Hydrostatic pressure testing shall be performed on the completely assembled valve. No device shall be used in testing the valve that will reduce the stress in the body. Prior to the start of the test, each individual valve shall be operated through one complete open/close cycle. If leakage is found, corrective action may be taken to eliminate the leakage and the test repeated at the discretion of the Principal, otherwise the test shall be abandoned.

HYDROSTATIC PRESSURE TEST

The valve body, closure and back seat shall be hydrostatic pressure tested in accordance with ISO 5208. During the hydrostatic body pressure test the valve shall be in the half open position.

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).

All valves shall be drained immediately after the test and shall be thoroughly dried immediately after draining.

The minimum test duration for the body test, each seat/back seat test shall differ from ISO 5208 as follows:

MESC SPE 77/170 December 2012 Page 10

Seat test

Body test

Back seat test

Metal seat

Soft seat

120 s

60 s

60 s

60 s

The maximum allowable leakage rates for closure tests shall be in accordance with ISO 5208 Rate A.

2.12 PAINTING, PRESERVATION, SHIPPING AND STORAGE

The valve internals shall be thoroughly cleaned and dried and the surfaces shall be free from:

- hydrostatic test fluids,

- cleaning agents,

- adhered scale, weld spatter, loose particles or fibres,

- organic substances, e.g. grease, oil, paint and sealant.

Painting or coating shall be applied to the manufacturer's standard. High alloy steel, nickel and nickel/copper alloy valves shall not be painted.

Gate and globe valves shall be shipped with the closure members in the closed position, ball valves shall be open.

Prior to dispatch/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. Valves shall be properly preserved, fitted with end caps or flange protectors, placed on an adequate surface and packaged to ensure protection against damage, ingress of moisture, rainfall and dirt during outdoor storage for at least one year.

Flange protectors in direct contact with flange faces shall not be of a porous (e.g., wood) material.

2.13 DRAWINGS –Figure 1,2 & 3

Figure 1

Parallel treaded port connection

MESC SPE 77/170 September 2012 Page 11

2.13 DRAWINGS –Figure 1,2 & 3 Figure 1 Parallel treaded port connection MESC SPE 77/170 September

Figure 2

MESC SPE 77/170 September 2012 Page 12

Typical Monoflange Floating Ball double block and bleed (flange with slotted holes)

Outlet connection
Outlet connection

Secondary Isolate Ball valve

Slotted Holes
Slotted Holes
holes) Outlet connection Secondary Isolate Ball valve Slotted Holes Primary Isolation Ball valve Vent valve
holes) Outlet connection Secondary Isolate Ball valve Slotted Holes Primary Isolation Ball valve Vent valve
holes) Outlet connection Secondary Isolate Ball valve Slotted Holes Primary Isolation Ball valve Vent valve

Primary Isolation

Ball valve

Primary Isolation Ball valve Vent valve

Vent valve

holes) Outlet connection Secondary Isolate Ball valve Slotted Holes Primary Isolation Ball valve Vent valve

MESC SPE 77/170 December 2012 Page 13

Figure 3

Typical Monoflange Slimline Globe, Plug/Ball Type double block and bleed (flange with slotted holes)

Type double block and bleed (flange with slotted holes) Primary Isolate Needle valve Slotted Holes
Type double block and bleed (flange with slotted holes) Primary Isolate Needle valve Slotted Holes
Type double block and bleed (flange with slotted holes) Primary Isolate Needle valve Slotted Holes
Type double block and bleed (flange with slotted holes) Primary Isolate Needle valve Slotted Holes

Primary

Isolate

Needle valve

Slotted Holes

Vent valve

Isolate Needle valve Slotted Holes Vent valve Outlet connection Bleed connection SecondaryIsolate
Isolate Needle valve Slotted Holes Vent valve Outlet connection Bleed connection SecondaryIsolate
Isolate Needle valve Slotted Holes Vent valve Outlet connection Bleed connection SecondaryIsolate

Outlet connection

Bleed connection

SecondaryIsolate

Needle valve

Needle valve Slotted Holes Vent valve Outlet connection Bleed connection SecondaryIsolate Needle valve

PART III

REFERENCES

MESC SPE 77/170 December 2012 Page 14

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://sww.shell.com/standards.

SHELL STANDARDS

Ball valves to ISO 17292

AMERICAN STANDARDS

MESC SPE 77/110

Specification for fire test for valves

API 6FA

Testing of Valves - Fire Type-testing Requirements - Fifth Edition

API 607

Issued by:

American Petroleum Institute Publications and Distribution Section 1220 L Street Northwest Washington DC 20005 USA

Pipe Threads, General Purpose (Inch)

ASME B1.20.1

Face-to-face and end-to-end dimensions of valves

ASME B16.10

Valves – Flanged, Threaded and Welding End

ASME B16.34

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

Standard material requirements; Metals for sulphide stress cracking and stress corrosion cracking resistance in sour oilfield environments.

NACE MR0175

Issued by:

NACE International P.O. Box 218340 Houston, Texas 77218 USA

BRITISH STANDARDS

Pipe Threads for Tubes and Fittings Where Pressure- Tight Joints Are Not Made on the Threads (Metric Dimensions)

BS 2779

Testing of valves – Part 2: Specification for fire type testing requirements

BS 6755-2

Issued by:

British Standards Institution 389 Chiswick High Road London W4 4AL, UK

INTERNATIONAL STANDARDS

Industrial valves - Pressure testing of metallic valves

ISO 5208

MESC SPE 77/170 December 2012 Page 15

Testing of valves – Fire type testing requirements

ISO 10497

Petroleum and natural gas industries — Materials for use in H 2 S-containing environments in oil and gas production

ISO 15156

Metal ball valves for petroleum, petrochemical and allied industries

ISO 17292

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.