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Hot Tapping &

Plugging Essentials
EBOOK SERIES

Registered Trademark of T.D. Williamson, Inc. in the United States and other countries. Copyright 2016 All rights reserved by T.D. Williamson, Inc.
Hot Tapping & Plugging ESSENTIALS

WHEN YOU NEED TO MAINTAIN, MODIFY, OR REPAIR YOUR PRESSURIZED SYSTEM WHILE IT
REMAINS IN SERVICE, HOT TAPPING & PLUGGING (HT&P) ALLOWS YOU TO ISOLATE AND
BYPASS PIPELINE SECTIONS SAFELY, RELIABLY, AND COST-EFFECTIVELY. WITH AN HT&P
ISOLATION, YOULL AVOID THE TIME AND EXPENSE RELATED TO EVACUATING OR SHUTTING
DOWN THE LINE AND PREVENT PRODUCT LOSS.

In this e-book, youll learn about the benefits of a Regardless of the size, complexity, or location of a
turnkey HT&P process as well as how: pipeline project, HT&P is often an appropriate and
HT&P equipment is designed, manufactured, and preferable isolation solution.
tested to operate safely and successfully even
under the most challenging conditions, including a
unique double block and bleed isolation system 6. Application Expertise 1. Fitting & Equipment
Technology Leadership
inserted through a single tap.
Best-in-class crews dedicated exclusively to
HT&P work to achieve your project goals.
Intensive training enables HT&P technicians to 5. Fitness for Purpose 2. Manufacturing Leadership
mitigate risk and protect your people, assets,
and environment. HOT TAPPING
Application engineers can further reduce uncertainty & PLUGGING
about the feasibility of your HT&P project when ESSENTIALS
special circumstances such as unique product,
unusual environment, or difficult tapping angles exist.
Custom automation software drives maintenance
and planning, to ensure reliable equipment and 4. Technician Training 3. Dedicated Specialists
availability factors essential to keeping your HT&P
operation safe and on schedule.

T.D. Williamson | Hot Tapping & Plugging Essentials


HOT TAPPING & PLUGGING ESSENTIALS

1 Fitting and Equipment Technology Leadership


WE UNDERSTAND THAT WHEN ITS TIME TO TAP
INTO A LIVE PIPELINE OR ISOLATE PRODUCT,
YOU NEED MORE THAN DURABLE, HIGH-
QUALITY HOT TAPPING & PLUGGING (HT&P)
PRODUCTS. YOU ALSO NEED EQUIPMENT
THAT WILL HELP YOU GET THE JOB DONE
EFFECTIVELY. Thats why long before
T.D. Williamson (TDW) carefully builds and tests
your HT&P equipment, we design it to contribute
to the overall safety and success of your projects.
As a result, whenever technicians repair or modify
your lines with TDW products, they have the
optimum equipment for getting the work done
safely, correctly, and without delays.
that utilizes a bleed port between two seals. Once modifications can be completed efficiently, without
SAFE BY DESIGN technicians install and activate the system, they can interruptions to product flow.
The design of TDW products builds another layer of rely on the STOPPLE Train bleed port to capture any
safety into the HT&P process. We developed our product that potentially escapes the first seal and OPEN COMMUNICATION
STOPPLE Train pipeline isolation system, for remove it to a safe location. Workers can then safely For us, product research and design is an ongoing
example, with double block and bleed technology weld and tap into active lines so repairs and process. Our team members maintain constant
communication with our HT&P technicians, which

The design of TDW products builds another layer of means we know about any issues or challenges as they

safety into the HT&P process. Our team members happen and we can go to work to address those
challenges immediately. This ongoing, needs-based
maintain constant communication with our HT&P approach to research and development positions us to
technicians, which means we know about any issues respond promptly as your needs and challenges evolve.

or challenges as they happen.


T.D. Williamson | Hot Tapping & Plugging Essentials
HOT TAPPING & PLUGGING ESSENTIALS

2 Manufacturing Leadership
PIPELINE OPERATORS ARE LIKELY TO
FOCUS ON THE LARGER WORK SITE WHEN
To meet your needs, we A CULTURE OF IMPROVEMENT
We understand that new challenges arise every
IT COMES TO HOT TAPPING & PLUGGING are constantly innovating, day in the field, refinery, or processing plant. To
(HT&P) OPERATIONS. THAT MAKES SENSE, improving our products, meet your needs, were constantly innovating,
BECAUSE THERE ARE MANY CRITICAL and expanding our offerings. improving our products, and expanding our
STEPS THAT MUST TAKE PLACE FOR offerings. We also regularly upgrade our
PIPELINE REPAIR, MAINTENANCE, At T.D. Williamson (TDW), we know that your successful manufacturing facilities. TDW utilizes state-of-
OR MODIFICATION TO BE SUCCESSFUL. hot tap and isolation begins long before our HT&P the-art robotic cutting and welding systems. These
technicians arrive at your job. Instead, it starts in the systems produce precise and repeatable
design and production of the equipment used to results that add another layer of dependability to
securely tap, enter, and isolate your pipeline. Whether your HT&P equipment.
your infrastructure is stainless steel or polyethylene;
whether its carrying oil, gas, water, or a newly created
chemical compound, youre assured compatibility,
safety, and reliability. Thats because we engineer and
manufacture every piece of HT&P equipment ourselves
valves, fittings, isolation plugs, drilling machines, and
tapping machines at our state-of-the-art production
facilities, where best practice processes guide us from TRACEABLE RECORDS
raw material selection through quality inspection and TDW maintains traceable, verifiable, and complete
rigorous testing. Our manufacturing cycle optimizes records for the products we produce. Not only are these
inventory, ensuring that the equipment you need is records critical for assuring quality control, they also
available when you need it. And because your HT&P provide valuable data that we use, along with
equipment has been proven in our manufacturing performance testing results, to refine our manufacturing
facilities, you can put them to work processes. As HT&P jobs get tougher and more complex,
immediately in the field, avoiding the time this practice helps us make sure youre getting the best
associated with onsite testing. possible equipment for your HT&P projects.

T.D. Williamson | Hot Tapping & Plugging Essentials


HOT TAPPING & PLUGGING ESSENTIALS

3 Dedicated Specialists
THE PIONEER IN HOT TAPPING & PLUGGING HT&P TECHNICIANS
(HT&P), T.D. WILLIAMSON (TDW) HAS MORE Ultimately, your HT&P job is in the hands of Its your assurance that TDW will
THAN 60 YEARS OF EXPERIENCE PERFORMING specialist technicians you can trust to be prepared plan and execute your HT&P job
SAFE, EFFECTIVE HOT TAP AND ISOLATION specifically for your job. We invest heavily in correctly the first time.
OPERATIONS. But its not just our history that sets us rigorous training to ensure that our technicians can
apart. Our strength lies in the fact that our entire HT&P perform HT&P operations reliably, efficiently, and, maintenance processes including our real-time
team including job site technicians, service center above all, safely. Our technician advancement program maintenance status system help them safeguard
mechanics, design and application engineers, project (TAP) enables individuals to demonstrate increasing equipment dependability and availability to keep your
coordinators, trainers and quality experts is focused proficiency in a variety of HT&P competencies. The career job on track.
solely on one thing: HT&P. As professionals dedicated path starts as a trainee and moves through master
exclusively to HT&P, our team members are continuously technician. It is one of the keys to our low turnover. HT&P SERVICE CENTER MANAGERS
fine-tuning their competencies for best-in-class Every TDW service center is staffed by a manager who is
performance. HT&P COORDINATORS uniquely focused on HT&P. Because our HT&P service
Matching the right technician to your project is just one center managers have received thorough training in hot
of the responsibilities of our HT&P coordinators. They tap operations, they provide efficient, essential support
ensure that your job will also have an appropriate mix to our mechanics, coordinators, and technicians.
of preparation and proper equipment, to eliminate
delays and help keep everyone whos onsite even HT&P SPECIAL CONDITIONS
other contractors on schedule. When your HT&P job involves unique or special
conditions inside the pipe or in the environment, your
HT&P SERVICE MECHANICS TDW service center may turn to the application
Our dedicated service mechanics ensure that engineers in our Central Services Group for a technical
What does this mean to you? Its your assurance that the HT&P equipment delivered to your site will perform review. Because this team concentrates only on HT&P,
TDW will plan and execute your HT&P job correctly the exactly as designed. They perform meticulous pre- and this team can quickly grasp the factors that could
first time. Well help you avoid downtime and project post-job maintenance on every tool, from our highly affect a successful operation, and they will respond
overruns, and well keep your product where it belongs, engineered fittings produced in one of our plants with an approach to ensure your operation proceeds
in the pipeline. to our stress-tested tapping machines. Automated safely, effectively, and according to schedule.

T.D. Williamson | Hot Tapping & Plugging Essentials


HOT TAPPING & PLUGGING ESSENTIALS

4 Technician Training
WHETHER YOUR NEXT HOT TAPPING & At TDW, each of our HT&P technicians completes our
PLUGGING (HT&P) PROJECT TAKES PLACE unique Technician Advancement Program, which
IN ALBERTA, QATAR, OR ANYWHERE ELSE IN ensures that they receive extensive training under
THE WORLD, YOU CAN REST ASSURED the same rigorous conditions they will encounter in
KNOWING THAT YOUR T.D. WILLIAMSON the field.
(TDW) HT&P TECHNICIAN IS TRAINED TO
COMPLETE LINE TAPS AND ISOLATIONS ON INTENSIVE TRAINING
IN-SERVICE PIPELINES SAFELY, QUICKLY, Each new TDW HT&P technician completes an intensive that our technicians are prepared to recognize and
AND EFFICIENTLY. That means nothing surprises series of classes designed to meet the United States react to changes in operating conditions and are
them, and they know how to mitigate risk and protect Department of Transportation (DOT) requirements for equipped to keep your project moving forward safely
your people, assets, and the environment. Operator training and qualification (OQ). This ensures with minimal interruptions.

At TDW, each of our HT&P technicians completes our All classroom HT&P technician training takes place at
unique Technician Advancement Program, which ensures our state-of-the-art facilities, where trainees can gain

that they receive extensive training under the same hands-on experience on a simulated pressurized
pipeline. The TDW training facilities also provide
rigorous conditions they will encounter in the field. opportunities for highly specialized training aimed at
special circumstances - unique product or pressure in
the line, tapping from an unusual angle, or certain
environmental challenges.

TECHNICIAN ADVANCEMENT PROGRAM


In addition to completing classroom training, our HT&P
technicians complete hundreds of hours of supervised
fieldwork and are required to pass competency
evaluations to move forward in the TDW Technician
Advancement Program, or TAP.

T.D. Williamson | Hot Tapping & Plugging Essentials


HOT TAPPING & PLUGGING ESSENTIALS

These levels are intended to provide the highest level


of qualified technician with core competency across
TAP
TECHNICIAN ADVANCEMENT PROGRAM
the globe while meeting the customer and region
specific needs of HT&P.

Approximate Timeframe

or business impact due


(safety, environmental,

to failure or delay)
for Advancement

PRESSURE
IMPACT

SIZE
TDW
CORE COMPETENCIES

Trouble Shooting
ISOLATION
Large Diameter (>24) Folding Plugger Isolation 48+ months High
MASTER
STOPPLE Isolation High-Temperature

STOPPLE Isolation 1838


ISOLATION
STOPPLE Isolation 5001,000 psi (3570 bar) 3848 months Medium
ADVANCED
STOPPLE Isolation >1,000 psi (>70 bar)

Isolation Process and Procedure


STOPPLE Isolation 416
STOPPLE Isolation with separate bypass
ISOLATION ENTRY STOPPLE Isolation with separate bypass 1236 months Low
through 3-WAY spool
Re-entry Application (LOCK-O-RING or
LOCK-O-RING Plus)
STOPPLE Isolation <500 psi (<35 bar)

Plug Setting Process & Procedure


THREAD-O-RING Plug Setting/Retrieval 2
LOCK-O-RING Plug Setting/Retrieval >500 psi
HOT TAP ADVANCED 1224 months >16 (35 bar)
LOCK-O-RING Plug Setting/Retrieval 420
1200 Tapping Machine
Tapping High Pressure 5001,000 psi (3570 bar)

Hot Tapping Process & Procedure


<=500 psi
HOT TAP ENTRY T-101/T-101XL Drilling Machines 618 months <=16 (35 bar)
360/660/760 Tapping Machines

6
TRAINEE months

T.D. Williamson | Hot Tapping & Plugging Essentials


HOT TAPPING & PLUGGING ESSENTIALS

5 Fitness for Purpose


THERE ARE THREE KEY REASONS WE ARE THE MANUFACTURER AUTOMATED MAINTENANCE PROCESSES
YOU CAN FEEL CONFIDENT THAT THE HOT First, as an OEM (original equipment manufacturer) And finally, our robust preventive maintenance
TAPPING & PLUGGING (HT&P) EQUIPMENT we use only HT&P equipment that weve designed plan, supported by our Field Services Automation
T.D. WILLIAMSON (TDW) DEPLOYS AT YOUR and manufactured ourselves using high quality, code (FSA) infrastructure, provides checks and
WORK SITE WILL PERFORM TO YOUR compliant materials, including valves, fittings, isolation balances to ensure equipment reliability and
EXPECTATIONS, EXACTLY AS DESIGNED.
We use only HT&P equipment that weve designed and
manufactured ourselves, including valves, fittings, isolation
plugs, drilling machines, and tapping machines.
plugs, drilling machines, and tapping machines. availability factors essential to keeping your
Because we are both the manufacturer and the service HT&P operation safe and on schedule.
provider, we have a thorough understanding of the
complexities and challenges you face in the field, Specifically, FSA software helps us manage the flow
refinery, or process plant. This knowledge helps us of resources and processes throughout our worldwide
design out safety risks and ensure that every piece of fleet. That includes ensuring that the equipment on
HT&P equipment we make meets all applicable codes. your job passed testing before it left the shop and is fit
for purpose, and that the people and technology your
RIGOROUS TESTING ENSURES RELIABILITY operation requires are onsite and ready when needed.
Second, our stringent testing procedures validate
equipment capabilities prior to each application. The FSA platform enables us to continually monitor
Each piece of equipment is always maintained and maintenance activities, keeping track of what was
repaired using OEM components and tested to original performed, when, and by whom. Those records become
factory condition. In addition, testing beyond specific part of the internal quality audits at our HT&P service
application limits reduces the risk of equipment damage centers, providing insight into trends and areas for
or failure during operation, project delays, and injuries. improvement, including re-engineering of equipment.

T.D. Williamson | Hot Tapping & Plugging Essentials


HOT TAPPING & PLUGGING ESSENTIALS

6 Application Expertise
WITH A SIX-DECADE TRACK RECORD
OF SAFE AND SUCCESSFUL HOT TAPPING
process to correctly manage it. Thats when your TDW
service center will enlist the support of our
Our HT&P application
& PLUGGING (HT&P) OPERATIONS, dedicated application engineers. By performing a engineering team has
T.D. WILLIAMSON (TDW) KNOWS FIRST- technical review of your pressurized piping system, specialized experience in
HAND THAT NO TWO HT&P PROJECTS ARE
EXACTLY ALIKE.
they can further reduce uncertainty about the
feasibility of your HT&P project and ensure the most
the design, maintenance,
appropriate approach and techniques are used from
and implementation of
And we understand that when your job includes start to finish. HT&P equipment
special circumstances unique product or operating in even the
pressure in the line, tapping from an unusual
angle, or certain geographic or environmental
SPECIALIZED SOLUTIONS
Our HT&P application engineering team has
toughest settings
challenges, for specialized experience in the design, maintenance, isolation plugs, and drilling and tapping machines,
example it might and implementation of HT&P equipment operating they are qualified to modify equipment to perform
take more than our in even the toughest settings including safely and effectively, even under the most extreme
turnkey HT&P problematic pipeline products such as ammonia or circumstances.
high sulfur crude, high temperature/high pressure
conditions, and challenging environments. That TIMELY RESPONSE
means they have the expertise to determine A technical review is not required for most
whether your job will require additional equipment HT&P projects, but if your TDW service
or attention, such as special fittings, equipment center determines one is necessary for
testing, dimensional drawings, or HT&P technicians your job, you can be confident that it wont
with unique skill sets. create delays or add costly downtime. Our HT&P
application engineers are available around the clock,
And because our engineers understand every aspect 365 days a year, ensuring a timely response.
of the design and operation of HT&P valves, fittings,

T.D. Williamson | Hot Tapping & Plugging Essentials


HOT TAPPING & PLUGGING ESSENTIALS | CONCLUSION

For decades, T.D. Williamson has partnered


with pipeline operators to ensure safe and
efficient hot tapping & plugging projects.
Through continual investments in research
and development, manufacturing, and
training, we look forward to serving the
industry for many more decades to come.

2016 T.D. Williamson, Inc.


www.tdwilliamson.com
North & South America +1 801 747 1400
Europe / Africa / Middle East +44 1793 603 600
Asia Pacific +65 6364 8520
Offshore Services +1 832 448 7200

T.D. Williamson | Hot Tapping & Plugging Essentials

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