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2.1 Type 1: design standards Used in Pipeline Transport Systems, Part 3: Field
Joint Coatings
These standards provide guidelines to in designing the – NACE Standard SP0109, Standard Practice, “Field
external protection of pipelines using polymeric coatings Application of Bonded Tape Coatings for External
and cathodic protection systems. These standards refer to Repair, Rehabilitation, and Weld Joints on Buried
type 2 standards in evaluating a specific coating type and Metal Pipelines”
to type 3 standards in evaluating a particular property. – CSA Z245.22-10, Plant-Applied External Polyurethane
The standards include Foam Insulation Coating for Steel Pipe, Annex A:
– Canadian Standards Association (CSA) Z662, Oil and Tape Coating.
Gas Pipeline Systems, Annex L: Test Methods for
Coating Property Evaluation)
– National Association of Corrosion Engineers 2.2.2 Heat-shrinkable
(NACE) RP0169, Control of External Corrosion on
Underground or Submerged Metallic Piping Systems – ISO 21809, Petroleum and Natural Gas Industries –
– International Organization for Standardization External Coatings for Buried or Submerged Pipelines
(ISO) 21809, Petroleum and Natural Gas Industries – Used in Pipeline Transport Systems, Part 3: Field
External Coatings for Buried or Submerged Pipelines Joint Coatings
Used in Pipeline Transportation Systems. – NACE Standard 0303, Standard Recommended
Practice, “Field-Applied Heat-Shrinkable Sleeves for
Pipelines: Application, Performance, and Quality
2.2 Type 2: specific coating evaluation
Control”.
standards
Powdered
epoxy
Polypropylene
Wax
Shrink sleeve
Tape
Figure 1 Field-applied coatings over the years (Buchanan & Tacoma, 2004).
coatings, the steel surface is blast cleaned, the surface profile – NACE RP0178, Fabrication Details, “Surface Finish
is established, and physical and chemical contaminants are Requirements and Proper Design Consideration for
removed. The test methodologies and standards for deter- Tanks and Vessels to be Lined for Immersion Service”
mining steel properties are discussed in this section. – ASTM (formerly American Society for Testing and
Blast cleaning: The primary functions of blast clean- Materials) D4417, Standard Test Method for “Field
ing before coating are to remove physical material from the Measurements of Surface Profile of Blast Cleaned
surface that can cause early failure of the coating system Steel”
and to create a suitable surface profile that will enhance – NACE RP0287, Recommended Practice for “Field
the adhesion of the coating. The blasted steel surface may Measurement of Surface Profile of Abrasive Blast
further be cleaned by solvents. Standards describing the Cleaned Steel Surface Using a Replica Tape”
procedure for cleaning include – ISO 8502-3, Preparation of Steel Substrates Before
– SSPC-SP 1, “Solvent Cleaning” Application of Paints and Related Products –
– SSPC-SP 2, “Hand Tool Cleaning” Tests for the Assessment of Surface Cleanliness,
– SSPC-SP 3, “Power Tool Cleaning”, 2004 (1982) “Assessment of Dust on Steel Surfaces Prepared for
– NACE No. 1/SSPC-SP 5, Joint Surface Preparation Painting (Pressure-Sensitive Tape Method)”
Standard, “White Metal Blast Cleaning” – ISO 8503-1, Preparation of Steel Substrates Before
– NACE No. 2/SSPC-SP 10, Joint Surface Preparation Application of Paints and Related Products – Surface
Standard, “Near-White Metal Blast Cleaning” Roughness Characteristics of Blast-Cleaned Steel
– NACE No. 3/SSPC-SP 6, Joint Surface Preparation Substrates, “Specifications and Definitions for ISO
Standard, “Commercial Blast Cleaning” Surface Profile Comparators for the Assessment of
– NACE No. 4/SSPC-SP 7, Joint Surface Preparation Abrasive Blast-Cleaned Surfaces”
Standard, “Brush-Off Blast Cleaning” – ISO 8503-2, Preparation of Steel Substrates Before
– NACE No. 5/SSPC-SP 12, Joint Surface Preparation Application of Paints and Related Products – Surface
Standard, “Surface Preparation and Cleaning of Roughness Characteristics of Blast-Cleaned Steel
Metals by Waterjetting Prior to Recoating” Substrates, “Method for the Grading of Surface
– NACE No. 8/SSPC-SP 14, Joint Surface Preparation Profile of Abrasive Blast-Cleaned Steel – Comparator
Standard, “Industrial Blast Cleaning” procedure”
– SSPC-SP COM, Surface Preparation Commentary for – ISO 8503-4, Preparation of Steel Substrates Before
Steel and Concrete Substrates Application of Paints and Related Products –
– ISO 8504-1, Preparation of Steel Substrates Before Surface Roughness Characteristics of Blast-Cleaned
Application of Paints and Related Products – Surface Steel Substrates, “Method for the Calibration
Preparation Methods, “General Principles” of ISO Surface Profile Comparators and for the
– ISO-8504-2, Preparation of Steel Substrates Before Determination of Surface Profile – Stylus Instrument
Application of Paints and Related Products – Surface Procedure”
Preparation Methods, “Abrasive Blast-Cleaning”
– ISO-8504-3, Preparation of Steel Substrates Before In all the standards, three methods of measuring surface
Application of Paints and Related Products – Surface profile are described: comparison with standard surface
Preparation Methods, “Hand- and Power-Tool profiles, measurements with fine-pointed probes, and
Cleaning” replica-tape measurements.
Visual contaminations: Dust, corroded materials,
Surface preparation depends on the type of coating. Table varnish, previous coatings, and by-products of abrasive
1 presents surface preparation requirements for various cleaning constitute visual contaminations. The visual
coatings as recommended by type 2 standards. contaminations do not allow the coating to adhere well on
Surface profile: Blast cleaning produces different to the substrate. The presence of visual contamination has
surface profiles. The profile to which steel surface should resulted in failures of field pipes (Beavers, 1992; Vincent,
be blasted depends on the thickness of the coating. Table 2 2001). Standards describing the procedure to remove
presents surface profile requirements for various coatings visual contaminations include
as recommended by type 2 standards. Standards describ- – NACE Recommended Practice RP0394, Standard
ing the procedure to measure surface profiles include Recommended Practice, “Application, Performance,
– SSPC-VIS 1, “Visual Standard for Abrasive Blast and Quality Control of Plant-Applied, Fusion-Bonded
Cleaned Steel (Standard Reference Photographs)” Epoxy External Pipe Coating”, 1994, Appendix P
Tape Bituminous N/A SSPC-SP 2, SSPC-SP 3, NACE No. 3/ Adjacent plant coating:
SSPC-SP 6 ISO 8501-1, ISO 8504-3
(power tool)
Dust contamination: ISO
8502-3
Petrolatum N/A N/A Steel substrate: ISO
8501-1, ISO 8504-3
(hand tool cleaning)
Adjacent plant coating:
ISO 8501-1, ISO 8504-3
(power tool)
Dust contamination: ISO
8502-3
Wax N/A N/A Steel substrate: ISO
8501-1, ISO 8504-3
(hand tool cleaning)
Adjacent plant coating:
ISO 8501-1, ISO 8504-3
(power tool)
Dust contamination: ISO
8502-3
Polymeric Liquid primers: NACE No. 3/SSPC-SP 6, SSPC-SP 2, Steel substrate: ISO
SSPC-SP 6/NACE No. 3 SSPC-SP 3 8501-1 (abrasive blast
Fusion bond epoxy cleaning)
primers: SSPC-SP 10/ Adjacent plant coating:
NACE No. 2 ISO 8501-1, ISO 8504-3
(power tool)
Dust contamination: ISO
8502-3
Heat-shrinkable N/A SSPC-SP 1 Adjacent plant coating:
ISO 8501-1, ISO 8504-3
Dust contamination: ISO
8502-3
FBE powder N/A SSPC-SP 1, NACE No. 2/SSPC-SP 10, Steel substrate: ISO
SSPC-VIS 1 8503-5
Dust contamination: ISO
8502-3
Liquid Liquid epoxy N/A SSPC-SP 1, SSPC-SP 2, SSPC-SP 3, Steel substrate: ISO
NACE No. 5/SSPC-SP 12, SSPC-SP 14, 8503-5, (abrasive
NACE No. 2/SSPC-SP 10, blasting)
SSPC-VIS 1
Liquid polyurethane SSPC-SP 10/NACE N/A
No. 2
Fiber-reinforced epoxy N/A
Fiber-reinforced vinyl
ester
Cast polyurethane
Polyolefin-based Flame-sprayed N/A N/A Steel substrate: ISO
polypropylene (PP) 8503-5
Hot-applied PP tapes/ Dust contamination: ISO
sheets 8502-3
Injection-molded PP
Flame-sprayed
polyethylene (PE)
Hot-applied PE tapes/
sheets
(Table 1 continued)
– CSA Z245.20, “Plant-Applied External Fusion Bond – ISO 8502-9, Preparation of Steel Substrates Before
Epoxy Coating for Steel Pipe”, Section 12.9 Application of Paints and Related Products, “Field
Method for the Conductometric Determination of
Nonvisual contaminations: Steel contaminated with
Water-Soluble Salts”
soluble salts (e.g., chlorides, sulfates) develops rust
rapidly in the presence of humidity. By-products of phos-
Although the effects of surface nonvisual contamination
phoric acid treatment may affect the interaction between
on FBE coatings have been widely studied, the importance
the pipe and the coating. Standards describing the proce-
of is not well recognized in type 2 standards. No standard
dure to determine nonvisual contaminants include
to specify the limits for nonvisual contaminations is cur-
– SSPC-TU 4, “Field Methods for Retrieval and Analysis
rently available.
of Soluble Salts on Substrates”
– ASTM D4940, Standard Test Method for “Conductive
Analysis of Water Soluble Ionic Contamination of
Blasting Abrasives” 2.3.2 Coating
– ISO 8501-1, Preparation of Steel Substrates Before
Application of Paints and Related Products, “Rust Both the properties of the coating material and the quality
Grades and Preparation Grades of Uncoated Steel control practiced during the application of the coating
Substrates and of Steel Substrates After Overall influence the reliability of the coating. Several standard
Removal of Previous Coatings” tests are performed to evaluate the properties of both the
– ISO 8502-2, Preparation of Steel Substrates Before raw materials and the coating material. These standards
Application of Paints and Related Products, are classified as common (to all coatings) and specific
“Laboratory Determination of Chloride on Cleaned (to a particular coating) tests and are discussed in this
Surfaces” section.
– ISO 8502-6, Preparation of Steel Substrates Before Thermal conductivity: The temperature of oil and gas
Application of Paints and Related Products, infrastructure depends both on weather and operating
“Extraction of Soluble Contaminants for Analysis – conditions. The value of thermal conductivity provides
The Bresle Method” information on the heat transferability of the coating.
The procedures in evaluating thermal conductivity of polymers has long been recognized. Electrical resis-
are presented in tivity measurements are used to investigate the rates
– ASTM E1225, Standard Test Method for “Thermal and extent of polymerization, glass transition tempera-
Conductivity of Solids by Means of the Guarded- ture, solid-state and dielectric properties, degradation,
Comparative-Longitudinal Heat Flow Technique” and related properties. The resistance of polymeric
coatings is normally high (1014 Ω). This high resistance
Type 2 standards do not consider thermal conductivity as
protects the infrastructure from corrosion; however, the
important for coating performance.
resistance decreases as water-containing ionic species
Dielectric strength: Polymeric coatings are insula-
enters the coating. Therefore, electrical conductivity
tors and should have high dielectric strength. Dielectric
is a measure of coating performance. Standards that
strength is defined as the voltage gradient at which an
provide procedures to evaluate electrical conductivity
increase in conductance occurs. Standards that provide
include
procedures to determine dielectric strength include
– ASTM D257, Standard Test Method for “DC Resistance
– ASTM D1000, Standard Test Method for “Pressure-
or Conductance of Insulating Materials”
Sensitive Adhesive-Coated Tapes Used for Electrical
– ASTM C611, Standard Test Method for “Electrical
and Electronic Applications”
Resistivity of Manufactured Carbon and Graphite
– ASTM D149, Standard Test Method for “Dielectric
Articles at Room Temperature”
Breakdown Voltage and Dielectric Strength of Solid
Electrical Insulating Materials at Commercial Power Not all type 2 standards recognize the importance of deter-
Frequencies” mining the electrical resistance of the coatings. Table 4
– ASTM D495, Standard Test Method for “High-Voltage, presents the electrical resistance requirements for various
Low-Current, Dry Arc Resistance of Solid Electrical girth weld coatings.
Insulation”
Indentation hardness: Indentation hardness is a measure
Table 3 presents the requirements of dielectric strength for of determining the resistance of coatings to mechani-
various coatings as required by type 2 standards. cal abuse during storage, construction, and backfilling.
Electrical conductivity/insulation resistance: The Standards that provide procedures to determine hardness
value of electrical-resistivity data in studying the properties include
– ASTM D1474, Standard Test Method for “Indentation – ASTM D785, Standard Test Method for “Rockwell
Hardness of Organic Coatings” Hardness of Plastics and Electrical Insulating
– ASTM D2240, Standard Test Method for “Rubber Materials”
Property-Durometer Hardness” – ASTM D3363, Standard Test Method for “Film
– ASTM D2583, Standard Test Method for “Indentation Hardness by Pencil Test”
Hardness of Rigid Plastics by Means of a Barcol Table 5 presents the hardness requirement of various girth
Impressor” weld coatings as described in type 2 standards.
Penetration resistance: The penetration or deforma- Table 6 presents the penetration resistance requirements
tion resistance of a coating is a measure of resistance of as described in type 2 standards.
the coating to loading from soil and other buried objects. Water permeation: Coatings function as a barrier by
During the test, the depth or penetration as a result of physically isolating the substrate from moisture. The entry
blunt rod load is measured with a micrometer depth of water is the first step in the development of a corrosion
gauge. Standards that provide procedures to determine cell (American Gas Association [AGA], 1978a). Standards that
penetration resistance include provide procedures to determine water permeation include
– ASTM D5, Standard Test Method for “Penetration of – ASTM D570, Standard Test Method for “Water
Bituminous Materials” Absorption of Plastics”
– ASTM G17, Standard Test Method for “Penetration – ASTM G9, Standard Test Method for “Water
Resistance of Pipeline Coatings (Blunt Rod)” Penetration into Pipeline Coatings”
– ASTM D937, Standard Test Method for “Cone – ASTM E96, Standard Test Method for “Water Vapor
Penetration of Petroleum.” Transmission of Materials”
Tape Bituminous N/A Not specified At 23°C: 1.0 N/mm2, no holiday, ≥ 0.6 mm residual
thickness
Petrolatum N/A N/A At 23°C: 0.1 N/mm2, no holiday, ≥ 0.6 mm residual
thickness
Wax N/A N/A At 23°C: 0.1 N/mm2, no holiday, ≥ 0.6 mm residual
thickness
Polymeric Not Not specified 23°C
specified Up to 50°C: 10.0 N/mm2, no holiday, ≥ 0.6 mm
residual thickness
Up to 80°C: 1.0 N/mm2, no holiday, ≥ 0.6 mm
residual thickness
Heat-shrinkable PE backed, no primer N/A Not specified At 23°C
For up to 50°C: 1.0 N/mm2, ≥ 0.6 mm residual
thickness
For up to 80°C: 10.0 N/mm2, ≥ 0.6 mm residual
thickness
For up to 120°C: 10.0 N/mm2, ≥ 0.6 mm residual
thickness
At Tmax: For up to 50°C: 1.0 N/mm2, ≥ 0.6 mm
residual thickness
For up to 80°C: 5.0 N/mm2, ≥ 0.6 mm residual
thickness
For up to 120°C: 1.0 N/mm2, ≥ 0.6 mm residual
thickness
PE backed, primer At Tmax: 10.0 N/mm2, no holiday, ≥ 0.6 mm residual
thickness
PP backed, primer At Tmax: 10.0 N/mm2, no holiday, ≥ 0.6 mm residual
thickness
FBE powder N/A Not specified Not specified
Liquid Liquid epoxy N/A In accordance with At Tmax: ≤ 30% DFT (resistance at 10 N/mm2,
supplier’s specification holiday detection at 5 kV/mm)
(ASTM D2240, Shore D
hardness)
Liquid polyurethane Not N/A At Tmax: ≤ 30% DFT (resistance at 10 N/mm2,
specified holiday detection at 5 kV/mm)
Fiber-reinforced epoxy N/A At Tmax: ≤ 10% DFT (resistance at 10 N/mm2,
holiday detection at 5 kV/mm)
Fiber-reinforced vinyl ester N/A At Tmax: ≤ 10% DFT (resistance at 10 N/mm2,
holiday detection at 5 kV/mm)
Cast polyurethane N/A Not specified
Polyolefin-based Flame-sprayed PP N/A N/A At Tmax: ≤ 0.9 mm at a pressure of 10 N/mm2
Hot-applied PP tapes/sheets
Injection-molded PP
Flame-sprayed PE At Tmax: ≤ 1.0 mm at a pressure of 10 N/mm2
Hot-applied PE tapes/sheets
TSA N/A N/A Not specified
Hot-applied N/A Not specified Microcrystalline wax: needle penetration at 25°C:
microcrystalline 26–50 (ASTM D1321)
wax
Elastomeric N/A N/A Elastomer FJC: 60–70 Shore A (ISO 7619-1)
Polychloroprene: 60 to 70 Shore A (ISO 7619-1)
EPDM: 70 Shore A (ISO 7619-1)
Coal tar N/A Not specified N/A
Tape Bituminous N/A Coating compound: at 25°C, 100 g for 5 s: 20 mm Not specified
(ASTM D5)
Petrolatum N/A N/A Not specified
Wax N/A N/A Not specified
Polymeric Not specified Cold-applied tape coatings with tension, field Not specified
applied, bonded multilayer
Total tape system: 25% with no holidays at 22°C
maximum; 50% with no holidays at MST (ASTM G17)
Heat-shrinkable PE backed, no primer N/A Not specified Not specified
PE backed, primer
PP backed, primer
FBE powder N/A Not specified Not specified
Liquid Liquid epoxy N/A Qualification requirements: 10% of DFT at upper Not specified
service temperature (ASTM G17)
Liquid polyurethane Not specified N/A
Fiber-reinforced N/A
epoxy
Fiber-reinforced vinyl N/A
ester
Cast polyurethane N/A
Polyolefin-based Flame-sprayed PP N/A N/A Not specified
Hot-applied PP
tapes/sheets
Injection-molded PP
Flame-sprayed PE
Hot-applied PE
tapes/sheets
TSA N/A Not specified Not specified
Hot-applied N/A Needle penetration: 26–50 at 25°C (ASTM D1321) Not specified
microcrystalline wax
Elastomeric N/A N/A Not specified
Coal tar N/A 100 g at 25°C (ASTM D5) N/A
– ASTM F372, Standard Test Method for “Water Vapor Standards describing the procedure to measure gas
Transmission Rate of Flexible Barrier Materials Using permeation include
an Infrared Detection Technique” – ASTM D1134, Standard Test Method for “Determining
– ASTM D95, Standard Test Method for “Water in Gas Permeability Characteristics of Plastic Film and
Petroleum Products and Bituminous Materials by Sheeting”
Distillation” – ASTM D3985, Standard Test Method for “Oxygen Gas
– ASTM D2247, Standard Test Method for “Testing Transmission Rate Through Plastic Film and Sheeting
Water Resistance Coatings in 100% Relative Using a Coulometric Sensor”
Humidity” – ASTM D737, Standard Test Method for “Air
Permeability of Textile Fabrics”
Table 7 presents the water permeation resistance as None of the type 2 standards require evaluation of gas per-
required by type 2 standards. meation through pipeline coatings.
Gas permeation: Permeation of corrosive gases (e.g., Chemical resistance: Polymeric coatings should be
oxygen, CO2) through pipeline coatings results in the onset resistant to chemical contaminations from the environ-
of corrosion; therefore, the measure of gas permeation ment. The resistance of polymeric coatings to chemicals
through coatings is important (Papavinasam, Attard, & is determined by visual examination and by tests for any
Revie, 2006). loss of mechanical or bonding properties.
Standards that provide procedures to determine the samples in hot water (Kellner & Serra, 1995; Tsuru, Sagara,
chemical resistance of polymeric materials include & Haruyama, 1987). A standard providing the procedure to
– ASTM G20, Standard Test Method for “Chemical evaluate the degree of blistering is
Resistance of Pipeline Coatings” – ASTM D714, Standard Test Method for “Evaluating
– ASTM D543, Standard Test Method for “Resistance of Degree of Blistering of Paints”
Plastics to Chemical Reagents”
None of the coating standards require the evaluation of
Type 2 standards do not consider chemical resistance as the blister-forming tendency of the coatings.
important for coating performance. Weathering: During construction, coated materials
Blistering: Blister formation is one of the common may be stored outdoors. During outdoor exposure, the
modes of failure of FBE coatings when immersed in water coatings may be affected by ultraviolet radiation, rainwa-
(Papavinasam, Attard, & Revie, 2009). The tendency ter, and temperature. The effects of outdoor exposure are
to form blisters is evaluated by immersing the coated determined by comparing the properties of samples kept
indoors and exposed outdoors. Standards that provide Resistance to oxidation: The environment surrounding
procedures to evaluate the susceptibility of coating to a coating can range from a relatively inert environment,
weathering include such as sandy soil, to a more hostile environment, such
– ASTM G154, “Standard Practice for Operating as acidic marsh. When oil and gas infrastructure operates
Fluorescent Light Apparatus for UV Exposure of at elevated temperatures (up to 85°C) in a hostile environ-
Nonmetallic Materials” ment, antioxidants are incorporated into the coatings. It
– ASTM G151, “Standard Practice for Exposing is advantageous to have a rapid and reliable laboratory
Nonmetallic Materials in Accelerated Test Devices method to determine the resistance to degradation of anti-
that Use Laboratory Light Sources” oxidants. However, no standards (either type 2 or 3) exist
– ASTM D822, “Standard Practice for Filtered Open- to evaluate or specify this property.
Flame Carbon-Arc Exposures of Paint and Related Compressive properties: It is useful to determine the
Coatings” changes in the mechanical properties of coatings, includ-
– ASTM G11, Standard Test Method for “Effects of ing modulus, under various loading conditions. A stand-
Outdoor Weathering on Pipeline Coatings” ard providing the methods to determine compressive
properties is
Cohesion: Adhesive forces bond a coating onto metal, – ASTM D695, Standard Test Method for “Compressive
whereas cohesive forces bond a coating with itself. Cohe- Properties of Rigid Plastics”
sion tests are similar to adhesion tests except that the speci-
men plates are designed so that the adhesion area is greater No type 2 coating standard requires the measure of com-
than the specimen’s cross-sectional area, thus assuring a pressive properties.
cohesion failure within the coating rather than an adhesion Thermal expansion: Coating materials should have
failure at the steel-coating interface (Partridge, 2000). very low thermal expansion so that the adhesion to steel
The test methods to evaluate cohesion are same as is not lost. A standard providing the methods to determine
those for evaluating adhesion. Standards describing the thermal expansion is
procedures to determine cohesion include – ASTM D696, Standard Test Method for “Coefficient of
– ASTM D1000, Standard Test Method for “Pressure- Linear Thermal Expansion of Plastics Between -30°C
Sensitive Adhesive-Coated Tapes Used for Electrical and 30°C”
and Electronic Applications”
No type 2 coating, however, requires the measure of
– ASTM D879, “Specification for Communication and
thermal expansion.
Signal Pin-Type Lime Glass Insulators”
Film thickness: Coating thickness is an important
– ASTM D1002, Standard Test Method for “Strength
factor in determining the service life and cost of coatings.
Properties of Adhesive in Shear by Tension Loading
The nondestructive measurement of the dry film thick-
(Metal-to-Metal)”
ness of the coating on an external surface is important.
– ASTM D2197, Standard Test Method for “Adhesion of
Variations in magnetic flux or magnetic attraction due to
Organic Coatings by Scrape Adhesion”
the presence of a coating can be calibrated into a thick-
– ASTM D3359, Standard Test Method for “Measuring
ness measurement. Standards providing the procedures
Adhesion by Tape Test”
to measure coating thickness include
– ASTM D4541, Standard Test Method for “Pull-Off
– ASTM G12, Standard Test Method for “Nondestructive
Strength of Coatings Using Portable Adhesion Testers”
Measurements of Film Thickness of Pipeline Coatings
on Steel”
The requirements to evaluate cohesion per type 2 coating
– ASTM D4138, Standard Test Method for
standards are same as those for adhesion.
“Measurement of Dry Film Thickness of Protective
Environmental stress-cracking resistance: Due to soil
Coating Systems by Destructive Means”
stress and wet-dry cycles, coatings may crack during oper-
– ASTM D4414, Standard Test Method for “Measurement
ation. Under certain conditions of stress, a coating may
of Wet Film Thickness by Notch Gages”
crack or become brittle. Standards providing the proce-
– Technical Association of the Pulp and Paper
dures to determine cracking resistance of coatings include
Industry, TAPPI T414, “Thickness (Caliper) of Paper,
– ASTM D746, Standard Test Method for “Brittleness
Paperboard, and Combined Board”
Temperature of Plastics and Elastomers by Impact”
– ASTM D1693, Standard Test Method for Table 8 presents the film thickness requirements for
“Environmental Stress-Cracking of Ethylene Plastics” various coatings as required by type 2 standards.
Tape Bituminous N/A minimum 1.3 mm (50 mils) (ASTM D1000) ≥ 0.9 mm × nominal value
Petrolatum N/A N/A ≥ 0.9 mm × nominal value
Wax N/A N/A > 1.75 mm (ASTM D1000)
Polymeric 0.15 mm Cold-applied laminate polymeric tape: minimum ≥ 0.9 mm × nominal value
0.89 (35) (ASTM D1000)
Reinforced polymeric tape: minimum 0.89 (35)
(ASTM D1000)
Optional outer layer: minimum 0.8 (3)
Cold-applied thin backing polymeric tape:
minimum 0.76 (30) (ASTM D1000)
Cold-applied tape coating with tension, field
applied, bonded multilayer:
Inner layer: minimum 0.5 (ASTM D1000)
Outer layer: minimum 0.76 (ASTM D1000)
Total tape system: minimum 1.2 (ASTM D1000)
Heat-shrinkable PE backed, no primer N/A Not specified ≥ 0.85 mm × nominal value
PE backed, primer ≥ 0.85 mm × nominal value
PP backed, primer ≥ 0.85 mm × nominal value
FBE powder N/A 0.64 mm (25 mil) Type 3A: 0.35–0.7 mm
Type 3B: minimum
thickness = plant-applied
coating thickness
Liquid Liquid epoxy N/A In accordance with supplier’s specification Minimum thickness = by
Liquid polyurethane 0.35 mm N/A agreement between end
Fiber-reinforced epoxy N/A user and applicator
Fiber-reinforced vinyl N/A
ester
Cast polyurethane N/A 20 mm
Polyolefin-based Flame-sprayed PP N/A N/A Minimum thickness = by
Hot-applied PP tapes/ agreement between end
sheets user and applicator
Injection-molded PP
Flame-sprayed PE
Hot-applied PE tapes/
sheets
TSA N/A N/A 0.2–0.375 mm (ISO 2178)
Hot-applied N/A 0.5 mm (20 mil) Primary wax layer:
microcrystalline minimum = 0.5 mm
wax Outer wrap: minimum =
0.3 mm
Elastomeric N/A N/A Same as plant-applied
coating unless otherwise
agreed (ISO 2178)
Coal tar N/A 3.0 mm (120 mil) N/A
Brittle temperature test: Below certain temperatures, Composition: The composition of coating is specific to the
polymer coatings their lose elasticity and become brittle particular product. Some ingredients of the coating may
or crack. A standard providing the procedures to measure be confidential. However, a composition test may be used
brittleness temperature is to determine the general composition of a coating material
– ASTM D746, Standard Test Method for “Brittleness for quality control purposes. For example, a good-quality
Temperature of Plastics and Elastomers by Impact” control test for FBE and epoxy coatings is to determine the
epoxy content in the resin. A standard providing the pro- Porosity: A coating must be as nonporous as possible.
cedures to determine epoxy content is The measure of porosity is a good quality control test for
– ASTM D1652, Standard Test Method for “Epoxy coatings. Standards providing the procedures to measure
Content of Epoxy Resins” porosity of coatings include
– NACE Standard RP0394, Standard Recommended
Sag: As the coating, especially coal tar coating, ages it will Practice, “Application, Performance, and Quality
sag (i.e., stretch and droop). To simulate the effect of aging, Control of Plant-Applied, Fusion-Bonded Epoxy
the sag test is conducted at temperatures higher than the External Pipe Coating”
normal operating temperature. A standard providing the – CSA Z245.20, “Plant-Applied External Fusion Bond
procedures to determine sagging tendency of coating is Epoxy Coating for Steel Pipe”
– NACE Standard RP0602, Standard Recommended – ASTM D1134, Standard Test Method for “Determining
Practice, “Field-Applied Coal Tar Enamel Pipe Gas Permeability Characteristics of Plastic Film and
Coating Systems: Application, Performance, and Sheeting” (the gas permeability of pipeline coatings
Quality Control” can be used to evaluate their porosity)
Pliability: Pliability is a measure of the strength of the Viscosity: The viscosity of the coating determines the
external layer of a protective coating. A standard provid- wetting and spreading of the coating on the substrate
ing the procedures to determine pliability of coating is during application. A standard providing the procedures
– NACE Standard RP0602, Standard Recommended to measure viscosity of coating is
Practice, “Field-Applied Coal Tar Enamel Pipe – ASTM D4212, Standard Test Method for “Viscosity by
Coating Systems: Application, Performance, and Dip-Type Viscosity Cups”
Quality Control”
Flow: To apply a coating uniformly at different locations and
Gel time: The measurement of the gel time is important to maintain the efficiency of the spray gun, a steady flow
for thermal set coatings, e.g., FBE and epoxy. It provides should be maintained. In the flow test, the rate of extru-
information on the duration of coating application. Stand- sion of the molten resins through a die of a specified length
ards providing the procedures to measure gel time include and diameter is measured under prescribed conditions of
– NACE Standard RP0394, Standard Recommended temperature, load, and piston position in the barrel. This is
Practice, “Application, Performance, and Quality a good quality-control test for thermoplastic coatings, e.g.,
Control of Plant-Applied, Fusion-Bonded Epoxy two-layer, three-layer, and composite coatings. A standard
External Pipe Coating” providing the procedures to measure flow of coating is
– CSA Z245.20, “Plant-Applied External Fusion Bond – ASTM D1238, Standard Test Method for “Flow Rates
Epoxy Coating for Steel Pipe” of Thermoplastics by Extrusion Plastometer”
Filler content: Filler materials are added to certain coating determine the status of the steel-coating interface include
raw materials, especially during the application of coal adhesion, cathodic disbondment (CD), and flexibility.
tar coating. The filler content determines the property and Adhesion: Adhesion is a summation of a wide variety
performance of coating. A standard providing the proce- of forces that hold a coating onto a substrate. Although
dures to measure filler content of coating is adhesion is a single property, it can neither be identified
– ASTM D2415, Standard Test Method for “Ash in Coal as a single property nor can be directly measured. It is
Tar and Pitch” measured by the force required to remove the coating from
the surface. Both adhesive and removal forces depend on
Density/specific gravity: The density of coating raw mate- the same factors, including surface conditions, surface
rial is another property to maintain the quality of the geometry, wetting, and brittleness of the coating.
coating. Therefore, it is measured during the manufacture Numerous test procedures have been specifically devel-
of raw material and during the application of coating. oped for evaluating adhesive strength. Adhesion can be
Standards providing the procedures to measure the characterized by hot-water sock resistance, peel strength,
density of coatings include shear strength, pull-off resistance, resistance to scraping,
– ASTM D71, Standard Test Method for “Relative and other properties. It is difficult to rate the various adhe-
Density of Solid Pitch and Asphalt (Displacement sion tests on their merits to accurately simulate the adhe-
Method)” sive force. Many adhesion tests produce numerical results,
– ASTM D792, Standard Test Method for “Density and and some are subjective in nature. Normally, a test produc-
Specific Gravity (Relative Density) of Plastics by ing results in numerical values is more useful than a test
Displacement” relying solely on the subjective assessment of the tester
– ASTM D1505, Standard Test Method for “Density of (AGA, 1978b; Hamner, 1970). Standards providing the pro-
Plastics by the Density-Gradient Technique” cedures to determine the adhesive strength include
– ASTM D1002, Standard Test Method for “Strength
Tear strength: Tear strength is used as a quality-control test Properties of Adhesive in Shear by Tension Loading
for coal tar coating. The tear strength is measured both in the (Metal-to-Metal)”
longitudinal and the transverse directions. A standard pro- – ASTM D2197, Standard Test Method for “Adhesion of
viding the procedures to measure tear strength of coating is Organic Coatings by Scrape Adhesion”
– NACE Standard RP0399, Standard Recommended – ASTM D3359, Standard Test Method for “Measuring
Practice, “Plant-Applied External Coal Tar Enamel Adhesion by Tape Test”
Pipe Coating Systems: Application, Performance, and – ASTM D4541, Standard Test Method for “Pull-Off
Quality Control” Strength of Coatings Using Portable Adhesion Testers”
– ASTM D1000, Standard Test Method for Pressure-
Curing: The extent of curing determines the strength of Sensitive Adhesive-Coated Tapes Used for Electrical
thermal-set coatings. Several methods, including shear and Electronic Applications
rheology measurement, differential scanning calorimetry, – NACE Standard RP0394, Standard Recommended
and differential thermal analysis and solvent extraction Practice, “Application, Performance, and Quality
are used to determine the extent of curing (Gray, Lunn, Control of Plant-Applied, Fusion-Bonded Epoxy
& Mcardle, 1983; Mills, 1984; Neal, 1993, 1994; Temple & External Pipe Coating [Hot-Water Sock (to provide an
Coulson, 1985). A standard providing the procedures to accelerated assessment of the coating’s adhesion to
determine the extent of curing is the substrate in a hot, wet environment)]”
– ASTM D3418, Standard Test Method for “Transition – CSA.Z245.20 (Adhesion of the Coating)
Temperature of Polymers by Thermal Analysis.” – CSA.Z245.21 (Peel Test – Constant Rate or Hanging
Mass)
– ANSI/AWWA C213 (Adhesion Using Knife Blade)
2.3.3 Steel-coating interface – ANSI/AWWA C293 (Water Sock)
Coating failures initiate normally at the steel-coating inter- Because of the different types of tests, no meaningful
face. As long as this interface is intact, no failure occurs by comparison can be made either within standards from
corrosion. The development of chemical and electrochem- one organization or among standards devised by various
ical conditions at this interface is therefore critical for the standards-making organizations. Table 9 presents adhe-
overall performance of the coating. The properties that sion tests as required by type 2 coating standards.
Tape Bituminous N/A Tape at 10°C, pipe at 27°C, 150-mm test area: pass if Not specified
fabric tears at point of stripping or fabric strips from the
underlying coating materials leaving < 10% of liquid
adhesive/primer/bare metal exposed
Petrolatum N/A N/A Not specified
Wax N/A N/A Not specified
Polymeric Peel adhesion: ≥ 90% of Cold-applied laminate polymeric tape: Not specified
manufacturer’s specified Adhesion to primed surface: 2.6 N/mm (15 lb/in. width)
values (N/2.54 mm) (ASTM D1000)
Adhesion 24 h: ≥ 80% of Reinforced polymeric tape:
original value (N/2.54 mm) Adhesion to primed surface: 3.15 kN/m (18 lb-force/
75°C: Test specimen should in.) minimum
be full-ring sections with Cold-applied tape coatings with tension, field applied,
ends capped or sealed. bonded multilayer:
Inner layer, adhesion to metal: 2.8 N/mm (16 lb/in.
width) minimum (ASTM D1000)
Outer layer, adhesion to backing and inner wrap:
minimum 0.88 N/mm width (5 lb/in. width) (ASTM
D1000)
Heat-shrinkable PE backed, no N/A Use an electronic hand peel gauge and control the Not specified
primer conditions as closely as possible (ASTM D1000)
PE backed, Not specified
Authenticated | 93.180.53.211
primer
Fiber- N/A Adhesion to pipe surface: at 20°C: ≥ 10 MPa (ISO 4624)
reinforced Adhesion to plant coating: at 20°C: ≥ 3.5 MPa (ISO 4624)
epoxy Adhesion to pipe surface, 28-day hot water immersion test at Tmax:
at 20°C: ≥ 7 MPa (Annex I plus ISO 4624)
Adhesion to plant coating, 28-day hot water immersion test at Tmax:
≥ 2 MPa (ISO 4624)
Fiber- N/A
reinforced
vinyl ester
Cast N/A Adhesion to pipe surface: at 20°C: ≥ 10 MPa (ISO 4624)
polyurethane Adhesion to plant coating: at 20°C: ≥ 3.5 MPa (ISO 4624)
Adhesion to plant coating, 28-day hot water immersion test at Tmax:
at 20°C: ≥ 2 MPa (Annex I plus ISO 4624)
Adhesion to pipe surface, 28-day hot water immersion test at Tmax:
at 23°C: ≥ 7 MPa (ISO 4624)
Polyolefin-based Flame-sprayed N/A N/A Adhesion to pipe surface and plant coating, 28-day hot water
PP immersion test at Tmax: at 20°C, rating 3
Hot-applied
PP tapes/
188 S. Papaviansam et al.: Field-applied pipeline girth weld coatings
sheets
Authenticated | 93.180.53.211
Injection-
Cathodic disbondment: The CD test is a very old and – ASTM G10, Standard Test Method for “Specific
most versatile test. It was known in the earlier days as Bendability of Pipeline Coatings”
the salt crock test (Shepperd, 1961). The test is an accel- – ASTM G70, Standard Test Method for “Ring
erated method for determining the compatibility between Bendability of Pipeline Coating (Squeeze Test)”
external polymeric pipeline coatings and cathodic protec- – ASTM D522, Standard Test Method for “Mandrel Bend
tion. This test measures the CD caused by electrical stress Test of Attached Organic Coatings”
during cathodic protection. The test evaluates the coating – ASTM D638, Standard Test Method for “Tensile
ability not to loosen or disbond in long-term underground Properties of Plastics”
use. – ASTM D1737, Standard Test Method for “Elongation of
Over the years, several standards-making organiza- Attached Organic Coatings with Cylindrical Mandrel
tions have developed various procedures to conduct this Apparatus”
test. Standards providing the procedures to perform CD – ASTM D882, Standard Test Method for “Tensile
tests include Properties of Thin Plastic Sheeting”
– ASTM G8, Standard Test Method for “Cathodic – ASTM D146, Standard Test Method for “Sampling and
Disbonding of Pipeline Coatings” Testing Bitumen-Saturated Felts and Woven Fabrics
– ASTM G19, Standard Test Method for “Disbonding for Roofing and Waterproofing”
Characteristics of Pipeline Coatings by Direct Soil – ASTM D790, Standard Test Method for “Flexural
Burial” Properties of Unreinforced and Reinforced Plastics
– ASTM G42, Standard Test Method for “Cathodic and Electrical Insulating Materials”
Disbonding of Pipeline Coatings Subjected to – ASTM D4145, Standard Test Method for “Coating
Elevated Temperatures” Flexibility of Prepainted Sheet”
– ASTM G80, Standard Test Method for “Specific – ASTM D1000, Standard Test Method for “Pressure-
Cathodic Disbonding of Pipeline Coatings” Sensitive Adhesive-Coated Tapes Used for Electrical
– ASTM G95, Standard Test Method for “Cathodic and Electronic Applications”
Disbondment Test of Pipeline Coatings (Attached Cell
Method)” Table 11 presents the flexibility requirements of various
– CSA Z245.20 coating as prescribed in type 2 coating standards.
– CSA Z245.21
– NACE RP394
– British Gas BGC/PS/CW6 2.3.4 Coating-environment interface
– British Gas BGC/PS/CW2
– British Standard BS 3900: F10 The coating-soil interface is a naturally formed interface
– British Standard BS 3900: F11 where events that lead to the deterioration of coatings
– British Standard BS 3164 start. This interface must be adequately protected at the
time of construction using backfill materials. The factors
Some of the variations produce results that can be cor- affecting this interface include chemicals, microbes,
related, whereas some variations are specific to the test abrasion, impact, freeze-thaw cycle, and temperature
procedure and the coating type. Table 10 presents the CD variation.
tests as required by type 2 coating standards. Microbial resistance: Microbes can degrade the
Flexibility: Oil and gas infrastructure expand and con- coating materials because the coating components can
tract in response to temperature changes. Therefore, it is serve as neutrients to microbes. A mixed population of
essential that coatings have some flexibility. The methods microorganisms, including sulfate-reducing bacteria and
to assess flexibility involve bending a coated substrate acid-producing bacteria (APB), may be involved in coating
over a mandrel and determining the amount of bending degradation. Sandy soils favor APB, and high-clay soils
that takes place before the coating cracks. The effects of support populations of both kinds of organisms. Fungi
short-radius bends on a coating are determined, which also alter the optical, mechanical, and electrical proper-
reflects on the ability of the coating to resist cracking, dis- ties of polymeric coatings. The resin portion of the coating
bonding, or other mechanical damage. Coating failures is generally fungus-resistant, but other components such
can be detected both visually and electrically. Standards as plasticizers, stabilizers, and coloring agents may be
providing the procedures to measure the flexibility of the susceptible to microbial attack (Jack, Boven, Wilmott, &
coatings include Worthingham, 1996).
Tape Bituminous N/A 25 mm (1.0 in.) (ASTM G8) ≤ 20 mm (at 23°C, for 28
days)
Petrolatum N/A N/A ≤ 20 mm (at 23°C, for 28
days)
Wax N/A N/A < 12 mm (at 23°C, for 28
days)
Polymeric 25 mm (20°C, for 28 days) Cold-applied laminate polymeric ≤ 15 mm (at 23°C and Tmax,
tape: < 14 mm (0.55 in.) (ASTM for 28 days)
G8)
Reinforced polymeric tape: < 10
mm (0.39 in.) (ASTM G8)
Cold-applied thin backing
polymeric: < 645 mm2 (1.00 in.2)
(ASTM G8)
Cold-applied tape coatings with
tension, field applied, bonded
multilayer: total system: 25 mm
(1.0 in.) (ASTM G8, 30 days) or
ASTM G42 tested at maximum
design operating temperature
(30 days)
Heat-shrinkable PE backed, no primer N/A At 23°C: < 15 mm (ASTM G8) ≤ 10 mm (at 23°C) (Tmax
limited to 95°C, for 28
days and determined by
agreement)
PE backed, primer At 23°C: ≤ 8.0 mm
At Tmax: ≤ 15 mm (Tmax
limited to 95°C, for 28
days)
PP backed, primer At 23°C: ≤ 8.0 mm
At Tmax: ≤ 15 mm (Tmax
limited to 95°C, for 28
days)
FBE powder N/A Not specified 8 mm (at 23°C, for 28 days,
-1.5 V), 8 mm (at 65°C, for
24 h, -3.5 V), or 15 mm (at
65°C, for 28 days, -1.5 V)
Liquid Liquid epoxy N/A < 10 mm (0.4 in.) (23°C for 28 ≤ 8 mm (at 23°C)
days) No blisters ≤ 10 mm (at Tmax limited to
95°C, 28 days)
Liquid polyurethane 8.5 mm (20°C for 28 days) N/A ≤ 10 mm (at 23°C)
6.5 mm (65°C for 24 h) ≤ 20 mm (at Tmax limited to
95°C, 28 days)
Fiber-reinforced N/A ≤ 8 mm (at 23°C)
epoxy ≤ 15 mm (at Tmax limited to
95°C, 28 days)
Fiber-reinforced vinyl N/A ≤ 8 mm (at 23°C)
ester ≤ 15 mm (at Tmax limited to
95°C, 28 days)
Cast polyurethane N/A ≤ 10 mm (at 23°C)
≤ 20 mm (at Tmax limited to
95°C, 28 days)
≤ 10 mm (at 60°C, 48 h)
Polyolefin-based Flame-sprayed PP N/A N/A ≤ 7 mm (at 23°C, 28 days)
≤ 10 mm (at Tmax limited to
95°C, 28 days)
(Table 10 continued)
Hot-applied PP
tapes/sheets
Injection-molded PP
Flame-sprayed PE ≤ 7 mm (at 23°C, 28 days)
Hot-applied PE ≤ 10 mm (at Tmax, 28 days)
tapes/sheets
TSA N/A N/A Not specified
Hot-applied N/A Not specified ≤ 14 mm (25°C, 28 days)
microcrystalline
wax
Elastomeric N/A N/A ≤ 7 mm (at 23°C, 28 days)
≤ 10 mm (at Tmax limited to
95°C, 28 days)
Coal tar N/A 8 mm (0.3 in.) at 60 days (ASTM N/A
G8)
The general protocol to evaluate the resistance of – ASTM D968, Standard Test Method for “Abrasion
coating to microbes involves exposing the coating mate- Resistance of Organic Coatings by Falling Abrasive”
rial to the environment containing microbes, then con- – ASTM D1044, Standard Test Method for “Resistance
ducting performance test (e.g., the CD test), and finally of Transparent Plastics to Surface Abrasion”
comparing the test results with those of the coating mate- – ASTM D4060, Standard Test Method for “Abrasion
rial not exposed to microbes. Standards providing the Resistance of Organic Coatings by the Taber Abraser”
procedures to evaluate microbial resistance of polymeric
coatings include Impact resistance: The coating should be resistant to
– ASTM G21, Standard Test Method for “Determining mechanical damage during shipping, handling, instal-
Resistance of Synthetic Polymeric Material to Fungi” lation, and impact from backfilling. Damage to coatings
– ASTM G22, “Standard Practice for Determining caused by backfilling rocks can be determined visually or
Resistance of Plastics to Bacteria” electrically by measuring the amount of dropped material
– ASTM E2180, “Standard Test Method for required to penetrate through the coating to bare metal.
Determining the Activity of Incorporated Standards providing the procedures to measure impact
Antimicrobial Agent(s) in Polymeric or Hydrophobic resistance of coatings include
Material” – ASTM G13, Standard Test Method for “Impact
Resistance of Pipeline Coatings (Limestone Drop
No type 2 standards, however, require the evaluation of Test)”
microbial resistance of coating. – ASTM D14, “Specification for Jacketed Rubber-Lined
Abrasion resistance: Slurry and coarse materials Wire Hose for Public and Private Fire Department Use”
abrade coatings, especially during horizontal drilling – ASTM D256, Standard Test Method for “Determining
under river and road crossings. The abrasion resistance of the Pendulum Impact Resistance of Notched
polymeric coatings therefore should be evaluated. Infor- Specimens of Plastics”
mation from the abrasion resistance test is used to deter- – ASTM D2794, Standard Test Method for “Resistance
mine optimum coating thickness. Standards providing of Organic Coatings to the Effects of Rapid
the procedure to evaluate abrasion resistance of coatings Deformation (Impact)”
include
– ASTM G6, Standard Test Method for “Abrasion Table 12 presents the minimum resistance to impact for
Resistance of Pipeline Coatings” various coatings as required by type 2 coating standards.
Coatings Flexibility
Freeze-thaw stability: This test determines the effect – ASTM D2243, Standard Test Method for “Freeze-Thaw
of freezing and thawing on coating adhesion. This test is Resistance of Water-Borne Coatings”
important for operation in low-temperature climates, e.g., – ASTM D2337, Standard Test Method for “Freeze-Thaw
construction of pipelines in arctic environment. Freeze-thaw Stability of Multicolor Lacquers”
tests can be performed by changing either the frequency
of the freeze-thaw conditions or the temperature differen- Both standards are useful to evaluate the freeze-thaw
tial. Coating properties (usually adhesion) are determined stability of coating materials before application. No type
before and after the freeze-thaw test. Standards providing 2 coating standard, however, requires the evaluation of
the procedures to evaluate freeze-thaw stability include freeze-thaw stability.
reduce the burden of the engineer who writes company coatings are considerably different. Some of these differ-
specifications and the regulator who oversees the safety of ences are obvious, as certain properties required for main-
infrastructure. In the modern world, where an increasing line coatings may not be applicable to girth weld coatings
number of companies have operations across the globe, and vice versa. However, the procedures for evaluating
it would be useful if the standards developed by various the same properties and requirements for mainline and
associations are harmonized and joint standards are pub- girth weld coatings are different, even within standards
lished. Some associations have already taken steps in developed by the same association. The harmonization of
this direction. It is anticipated that more associations will requirements for various properties in standards from not
cooperate to create joint coating standards. However, at only the same association but also from different associa-
this stage, standards from different organizations show tions will serve the global industry better. In general, the
considerable differences for mainline coatings (Papavina- number of properties evaluated for mainline coatings are
sam & Revie, 2004, 2005; Papavinasam, Attard, Arseneult, higher than for girth weld coatings.
& Revie, 2008a; Papavinasam, Attard, & Revie, 2008b). In addition, the current girth weld standards do not
When compared with mainline coating standards, explicitly specify that tests must be carried out using
the importance of developing standards for field-applied panels containing both mainline and girth weld coatings.
girth weld coatings has only been recently recognized Consequently, many test results evaluate the compatibil-
by the industry. As presented in this article, such stand- ity between girth weld coating and the steel, not necessar-
ards have been developed or are being developed by CSA, ily on the three-way interaction among mainline coating,
NACE, and ISO. The standards for mainline and girth weld girth weld coating, and steel interaction.
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