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February 2016
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MESC SPE 77/303
February 2016
Page 2
PREFACE
MESC (Materials and Equipment Standards and Code) SPE documents reflect the views, at the time of publication, of:
Shell Global Solutions International B.V. (Shell GSI)
and/or
Shell International Exploration and Production B.V. (SIEP)
and/or
other Shell Service Companies.
They are based on the experience acquired during their involvement with the design, construction, operation and
maintenance of processing units and facilities, and they are supplemented with the experience of Shell Operating Units.
Where appropriate they are based on, or reference is made to, international, regional, national and industry standards.
The objective is to set the recommended standard for good design and engineering practice applied by Shell companies
operating an oil refinery, gas handling installation, chemical plant, oil and gas production facility, or any other such
facility, and thereby to achieve maximum technical and economic benefit from standardization.
The information set forth in these publications is provided to Shell companies for their consideration and decision to
implement. This is of particular importance where MESC SPEs may not cover every requirement or diversity of condition
at each locality. The system of MESC SPEs is expected to be sufficiently flexible to allow individual Operating Units to
adapt the information set forth in MESC SPEs to their own environment and requirements.
When Contractors or Manufacturers/Suppliers use MESC SPEs they shall be solely responsible for the quality of work
and the attainment of the required design and engineering standards. In particular, for those requirements not
specifically covered, the Principal will expect them to follow those practices, which will achieve the same level of
integrity as reflected in the MESC SPEs. If in doubt, the Contractor or Manufacturer/Supplier shall, without detracting
from his own responsibility, consult the Principal or its technical advisor.
The right to use MESC SPEs is granted by Shell GSI, in most cases under Service Agreements primarily with Shell
companies and other companies receiving technical advice and services from Shell GSI or another Shell Service
Company. Consequently, three categories of users of MESC SPEs can be distinguished:
1) Operating Units having a Service Agreement with Shell GSI or other Shell Service Company. The use of MESC
SPEs by these Operating Units is subject in all respects to the terms and conditions of the relevant Service
Agreement.
2) Other parties who are authorized to use MESC SPEs subject to appropriate contractual arrangements (whether
as part of a Service Agreement or otherwise).
3) Contractors/subcontractors and Manufacturers/Suppliers under a contract with users referred to under 1) or 2)
which requires that tenders for projects, materials supplied or - generally - work performed on behalf of the said
users comply with the relevant standards.
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 77/303
February 2016
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 ABBREVIATIONS ....................................................................................................... 4
1.5 CHANGES SINCE PREVIOUS EDITION ................................................................... 4
1.6 COMMENTS ON THIS MESC SPE ............................................................................ 5
PART II REQUIREMENTS ....................................................................................................... 6
1. INTRODUCTION ........................................................................................................ 6
2. STEAM ........................................................................................................................ 6
3. HYDROGEN ............................................................................................................... 6
4. HYDROFLUORIC ACID (HF) ..................................................................................... 6
5. CHLORINE.................................................................................................................. 7
6. OXYGEN ..................................................................................................................... 8
7. ETHYLENE-OXIDE (EO) .......................................................................................... 11
8. SOUR SERVICE ....................................................................................................... 12
9. SODIUM HYDROXIDE, POTASSIUM HYDROXIDE (CAUSTIC SODA) OR
AMINE ....................................................................................................................... 12
10. MARKING AND PACKAGING .................................................................................. 12
APPENDIX 1 CLEANILINESS REQUIREMENTS FOR VALVES USED IN OXYGEN
SERVICE .................................................................................................................. 15
APPENDIX 2 LABORATORY TESTING PROTOCOL AND REQUIREMENTS FOR
CONFIRMING OXYGEN CLEANLINESS OF BAM CERTIFIED SOFT PARTS. ..... 17
A.2.1. BAM Certificate requirements ................................................................................... 17
A.2.2. Product identification and traceability requirements ................................................. 17
A.2.3. Document submittal of oxygen cleaning procedures ................................................ 17
A.2.4. Production testing ..................................................................................................... 18
A.2.5. Test procedures ........................................................................................................ 18
PART III REFERENCES ......................................................................................................... 20
MESC SPE 77/303
February 2016
Page 4
PART I INTRODUCTION
1.1 SCOPE
This MESC SPE specifies requirements for valves in special service (see Part II).
This specification shall apply in addition to the applicable MESC Buying Description,
purchase order or requisition sheet.
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 ABBREVIATIONS
EO Ethylene-Oxide
HF Hydrofluoric acid
OEM Original Equipment Manufacturer
TGA Thermogravimetric Analyzer
PART II REQUIREMENTS
1. INTRODUCTION
Where any of the following services is specified, the applicable requirements specified in
this MESC SPE shall apply:
• Steam.
• Hydrogen.
• Hydrofluoric acid (HF).
• Chlorine.
• Oxygen.
• Ethylene-Oxide (EO).
• Sour.
• Sodium hydroxide, potassium hydroxide (caustic soda) or amine.
2. STEAM
The following additional requirements shall apply, if steam service is specified:
• For metal seated rising stem valves in sizes ≥ DN 50 (NPS 2), the body seat(s) and
back seat shall be integral or fully welded-in;
• For metal seated check valves in sizes ≥ DN 50 (NPS 2), the body seat shall be
integral or fully welded-in.
3. HYDROGEN
The following additional requirement shall apply, if hydrogen service is specified:
• For metal seated rising stem valves in sizes ≥ DN 50 (NPS 2), the body seat(s) and
back seat shall be integral or fully welded-in;
• For metal seated check valves in sizes ≥ DN 50 (NPS 2), the body seat shall be
integral or fully welded-in.
• Valves shall be separately packaged in a clean and hermetically sealed plastic bag. If
the bore of the valve permits, moisture absorbent sachets (e.g. silica gel) shall be
placed inside the valve.
5. CHLORINE
The following additional requirements shall apply, if chlorine service is specified:
• Valves shall be thoroughly cleaned, assembled, tested, inspected and packaged
in accordance with the following:
o Preliminary Cleaning
All component parts shall be cleaned so as to be visibly free of any defects,
dirt, corrosion, scale, weld spatter, oil, grease, or any other particulate or
hydrocarbon contamination.
Oil and grease shall be removed by steam cleaning or hot water wash with a
mild detergent. Defects, scale, corrosion and weld spatter may be removed
by e.g. abrasive blast cleaning, wire brush or grinding cleaning, or swab,
spray, and dip cleaning, so long as there is no permanent damage to the fit,
finish or functionality of the part. Carbon steel brushes and brushes that
have been used on carbon steel parts shall not be used on stainless steel.
Preliminary cleaning of components may be accomplished during the normal
manufacturing process and shall be visually examined for surface
Irregularities in accordance with MSS-SP-55.
o Secondary Cleaning
Benches and trolleys that are used for assembling and transporting products
shall be covered with clean plastic sheets. Clean gloves shall be used for all
parts handling. In addition, plastic covers shall be used to cover all clean
parts during transportation.
Secondary cleaning for all wetted metallic parts that are not subject to
oxidation shall be performed by means of a steam/hot water, in combination
with a mild detergent.
Secondary cleaning for all wetted metallic parts that are subject to oxidation,
e.g. rusting and scale shall be deoxidized and de-scaled in a phosphoric acid
bath. Only metal parts of the same material will be allowed in the bath at the
same time.
All parts, both rusting, non-rusting metallic and non-metallic, will then be
thoroughly rinsed with an alcohol or hydrofluorocarbons, followed by dry,
oil-free air blowing.
o UV Visual Inspection
After all of the component parts have been cleaned and inspected, the
finished product shall be assembled and pressure tested. After assembly and
pressure testing, the final product shall be UV Visual inspected in darkness
or subdued light, using an ultraviolet light radiating at wave lengths between
250 and 370 nm and an intensity of 800m W/cm2 at the surface. If
fluorescence shows up as a blotch, smear, smudge, or film, the entire
component shall be re-cleaned.
o Packaging
Valve openings shall be sealed with caps, plugs, blind flanges, or other
means to prevent contamination. If the bore of the valve permits, moisture
absorbent sachets (e.g. silica gel) shall be placed inside the valve.
• Valves with openings that are sealed by means other than blind flanges shall be
separately packaged in a clean and hermetically sealed plastic bag.
MESC SPE 77/303
February 2016
Page 8
• Prior start of manufacturing the manufacturer shall supply a quality plan with hold
points and witness inspection points for approval by the Principal.
As a minimum, the manufacturer shall notify the Principal prior to the following
hold/witness points:
• Inspection for chlorine cleanliness:
o a check on the absence of organic substances (e.g. oil, grease, lubricants,
sealant anti seizing paste or preservatives) on valve components
• High pressure gas testing (Nitrogen) after valves are cleaned and re-
assembled (only with proven record of hydostatic pressure testing) and the
risks involved with high pressure gas testing have been mitigated.
6. OXYGEN
The following additional requirements shall apply, if oxygen service is specified:
• Sealing products containing non-metallic materials, used in valves for oxygen service,
shall be compatible with oxygen service, for the full design temperature range specified
in the buying description, at the maximum rated pressure.
Graphite materials shall not contain polymeric lubricants or blockers.
Lubricants used in gearboxes or actuators for valves in oxygen service, shall be
compatible with oxygen service, at 60 °C (140 °F) a nd atmospheric pressure.
These products in their final material composition (including all additives), shall be
tested by the BAM Federal Institute for Materials Research and Testing (Bundesanstalt
für Materialforschung und -prüfung, short: BAM) to meet all the requirements of all the
applied test methods in BGI Merkblatt M034-1 for oxygen service. The final BAM test
report shall be submitted with the order.
NOTE: The Institution for the raw materials and chemical industry in Germany
(Berufsgenossenschaft Rohstoffe und chemische Industrie, short: BG RCI) publishes a list
of nonmetallic materials compatible with oxygen as tested by BAM Federal Institute for
Materials Research and Testing (Bundesanstalt für Materialforschung und -prüfung, short:
BAM), with the title:
BGI Merkblatt M034-1, Supporting document to code of practice M 034e „Oxygen“ (BGI
617e) of the German Social Accident Insurance.
The application of any lubricants in or on the valve, even for assembly purposes, is not
allowed.
• All stainless steel threaded bolts/fasteners shall be silver coated in accordance with
SAE AMS2410K.
• Prior start of manufacturing the manufacturer shall supply a quality plan with hold
points and witness inspection points for approval by the Principal.
As a minimum, the manufacturer shall notify the Principal prior to the following
hold/witness points:
• Inspection of mechanical suitability of all valve parts for oxygen service:
o Check for omission of burrs, sharp edges, rust, dirt or any other foreign
particulates. All surfaces shall be smooth.
Casting surface irregularities such as knobs, bumps, lumps, humps, blobs,
bulges, swellings, beads and raised spots shall be removed by grinding to
ensure a smooth continuous surface.
All threads shall be free of any damage. The lead thread and runout thread -
which are typically incomplete threads - shall be checked and this very thin
portion of the incomplete threads (typically a ¼ turn) shall be removed to
prevent tearing or burring of this thread area.
o Verification of all soft goods against BAM test reports.
o Verification that OEM soft parts meet the requirements of Appendix 2 and this
SPE.
MESC SPE 77/303
February 2016
Page 9
1)
Table 1 – Minimum heat dissipation length and lagging length (bonnet extension)
Design 15 50 100 200 300 450 600 900
Min
Temperature (½) (2) (4) (8) (12) (18) (24) (36)
DN (NPS)
Min Max
40 80 150 250 400 500 750 1200
Max
°C °C
(1½) (3) (6) (10) (16) (20) (30) (48)
(°F) (°F)
Minimum
vapour
>200 <300 200 225 250 300 375 450 525 600
space
(392) (572) length (7.9) (8.9) (9.8) (11.8) (14.8) (17.7) (20.7) (23.6)
mm (in)
Note-1: Minimum heat dissipation/lagging extension length is measured from the flange rim/body
diameter, whichever is the larger to the bottom of the packing chamber.
o The clean room shall be fitted with electric tools instead of air tools, no
mechanical work that could cause contamination such as metal cutting, filing,
grinding, chiseling, drilling, de-burring etc., shall be carried out in the clean
room;
o The clean room shall be fitted with bottled air for blowing/drying. No tool air is
allowed inside the clean room;
o Only N2 of He bottled gas supply shall be used for valve testing. All test
pressure supply lines and hoses shall be dry clean free from oil/water/dirt;
o The cleaning tanks area shall be roofed over;
o The cleaning tanks shall be fitted with oil separation facilities;
o The cleaning area shall contain a store of clean (white) overalls and plastic or
chamois leader gloves and shoe covers. Overalls shall completely cover all
body parts with only the face exposed. Garments shall be compliant with
ASTM E 1549 (non-hazardous applications) or IEST-RP-CC003.4.
o Entrance to clean room shall be via a dedicated changing room prior to entry
into the main clean room.
o Signage and controls shall be present at entrance of clean rooms to ensure only
designated authorized trained personnel are allowed to enter.
o The exit area of the clean room shall be via a separate transfer area such that
finished packaged products and or tools/equipment can exit the clean room
without the risk of contaminants entering the clean room.
7. ETHYLENE-OXIDE (EO)
The following additional requirements shall apply, if ethylene-oxide (EO) service is
specified:
• Quarter turn valves shall be robust against the effects of polymerization in the bearing
housing with moving parts in the bearing assembly rotationally symmetric.
• Valves shall be thoroughly cleaned, assembled, tested, inspected and packaged
in accordance with the following:
o Preliminary Cleaning
All component parts shall be cleaned so as to be visibly free of any defects,
dirt, corrosion, scale, weld spatter, oil, grease, or any other particulate or
hydrocarbon contamination.
Oil and grease shall be removed by steam cleaning or hot water wash with a
mild detergent. Defects, scale, corrosion and weld spatter may be removed
by e.g. abrasive blast cleaning, wire brush or grinding cleaning, or swab,
spray, and dip cleaning, so long as there is no permanent damage to the fit,
finish or functionality of the part. Carbon steel brushes and brushes that
have been used on carbon steel parts shall not be used on stainless steel.
Preliminary cleaning of components may be accomplished during the normal
manufacturing process and shall be visually examined for surface
Irregularities in accordance with MSS-SP-55.
o Secondary Cleaning
Benches and trolleys that are used for assembling and transporting products
shall be covered with clean plastic sheets. Clean gloves shall be used for all
parts handling. In addition, plastic covers shall be used to cover all clean
parts during transportation.
Secondary cleaning for all wetted metallic parts that are not subject to
oxidation shall be performed by means of a steam/hot water, in combination
with a mild detergent.
MESC SPE 77/303
February 2016
Page 12
Secondary cleaning for all wetted metallic parts that are subject to oxidation,
e.g. rusting and scale shall be deoxidized and de-scaled in a phosphoric acid
bath. Only metal parts of the same material will be allowed in the bath at the
same time.
All parts, both rusting, non-rusting metallic and non-metallic, will then be
thoroughly rinsed with an alcohol or hydrofluorocarbons, followed by dry,
oil-free air blowing.
o UV Visual Inspection
After all of the component parts have been cleaned and inspected, the
finished product shall be assembled and pressure tested. After assembly and
pressure testing, the final product shall be UV Visual inspected in darkness
or subdued light, using an ultraviolet light radiating at wave lengths between
250 and 370 nm and an intensity of 800m W/cm2 at the surface. If
fluorescence shows up as a blotch, smear, smudge, or film, the entire
component shall be re-cleaned.
o Packaging
Valve openings shall be sealed with caps, plugs, blind flanges, or other
means to prevent contamination. If the bore of the valve permits, moisture
absorbent sachets (e.g. silica gel) shall be placed inside the valve.
• Valves with openings that are sealed by means other than blind flanges shall be
separately packaged in a clean and hermetically sealed plastic bag.
• Prior start of manufacturing the manufacturer shall supply a quality plan with hold
points and witness inspection points for approval by the Principal.
As a minimum, the manufacturer shall notify the Principal prior to the following
hold/witness points:
• Inspection for ethylene-oxyde cleanliness:
o a check on the absence of organic substances (e.g. oil, grease, lubricants,
sealant anti seizing paste or preservatives) on valve components
• High pressure gas testing (Nitrogen) after valves are cleaned and re-
assembled (only with proven record of hydostatic pressure testing) and the
risks involved with high pressure gas testing have been mitigated.
8. SOUR SERVICE
If sour service is specified, valves shall meet the requirements of NACE MR-0175:2002.
10.2.1 Delete
10.3.1 Delete
10.3.3 Delete
o Every lot of soft parts shall be packed in hermetically sealed plastic bag;
o Each sealed plastic bag shall be labelled and marked clearly specifiying; “Oxygen
service – Only Open in Clean Room”, BAM Certificate No., OEM product
catalogue number/code, Product type/grade, size and contents, production
batch number and production date;
o Each seal plastic bag shall be placed in a protective container.
• Procedure
2) Flush the glassware (beaker, funnel) prior to extraction with the solvent (purging).
3) Give the sample an identification number.
4) Determine the weight and size (diameter, height) of the sample to be extracted.
Calculate the extracted sample surface area. In case of testing graphite
samples which are not consolidated pieces but in the shape of flakes (e.g.
taken from Spiral Wound gasket, camprofile, braided packing etc) take an
amount close to an approximate total weight of around 900-1000 mg (14-15
gr).
5) Note the sample appearance: any contamination, attached oil or corrosion shall
be noted. Take a picture of the sample.
6) Extract the sample in a glass beaker by thorough solvent contact (rotating beaker,
carefully shaking) and an ultrasonic bath treatment over 15 minutes. The graphite
packing rings and graphite gaskets have to be fractured into small pieces for a
better access of the solvent.
7) Weigh the small beaker (100 ml) which shall later collect the filtered solution by
means of an accurate balance (initial weight, 4 digits: x.yyyy g).
8) Filtrate the resulting solution by a folded paper filter.
9) Evaporate the solvent in a ventilated fuming hood overnight. The evaporation can
be accelerated by directing a flow of instrument air into the beaker.
10) After the entire evaporation of the solvent, store the beaker in an oven at
70-90·°C (160-190 °F) for 30 minutes for complete s olvent/moisture removal.
11) After cooling down weigh the beaker back (final weight) and determine the weight
of residue: x.yyyy g
12) Calculate the mass % of contaminant relative to the original sample weight.
13) Note the appearance (grease, oil, solid) and colour of the residue. Make a picture
of the observed oil/residue.
14) Identify an oily residue by IR-spectroscopy and SimDist-analysis. An IR-
spectroscopy is possible with oil samples exceeding 20 mg (1 drop). For
identification use reference spectra from libraries.
15) If required: Perform a flammability test by dipping glass wool into the extracted oil
and ignite the oil impregnated wool by a flame in air, use forceps. Make a picture
of the burning glass wool.
Note: A substance burning in air is not oxygen compatible.
16) If a known surface was extracted calculate the extent of contamination in g/m2.
• Oxidation Test
Oxidation testing for graphite materials shall follow the procedures specified in MESC
SPE 85/203 and MESC SPE 85/204 with the exception of the sample dimensions for
oxygen service materials which shall be as follows:
• For covered serrated metal (camprofile) gaskets and spiral wound gaskets;
collect graphite material (flakes) sample of 90-100 mg mass (1.4-1.5 gr).
• For flat foil gaskets; collect graphite material sample size of approximately
25 x 5 x 0.5 mm (1 x 3/16 x 0.02 in).
• For a die formed (ring) and braided packing material collect a graphite material
sample of approximately 5 x 5 x 25 mm (3/16 x 3/16 x 1 in).
MESC SPE 77/303
February 2016
Page 20
AMERICAN STANDARDS
Standard Specification for Steel Castings, Carbon, ASTM A 216
Suitable for Fusion Welding, for High-Temperature
Service
Standard Specification for Pressure Vessel Plates, ASTM A 516
Carbon Steel, for Moderate- and Lower-Temperature
Service
Standard Specification for Common Requirements for ASTM A 961
Steel Flanges, Forged Fittings, Valves, and Parts for
Piping Applications
Standard Specification for ESD Controlled Garments ASTM E 1549
Required in Cleanrooms and Controlled
Environments for Spacecraft for Non-Hazardous and
Hazardous Operations
Standard Practice for Cleaning and Maintaining ASTM E 2042
Controlled Areas and Clean Rooms
Standard Practice for Cleaning Methods and Cleanliness ASTM G 93
Levels for Material and Equipment Used in Oxygen-
Enriched Environments
Practice for Cleaning of Materials and Components by ASTM G 131
Ultrasonic Techniques
Issued by:
American Society for Testing and Materials
100 Barr Harbor Drive, West Conshohocken
PA 19428-2959
USA
INTERNATIONAL STANDARDS
Cleanrooms and associated controlled environments ISO 14644-1
- Part 1: Classification of air cleanliness by particle
concentration
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.
GERMAN STANDARDS
List of nonmetallic materials - supporting document to BGI Merkblatt M034-1
code of practice M 034e "Oxygen" (BGI 617e)
ISBN 978-3-86825-037-4
Issued by:
Jedermann Verlag GmbH
Postfach 103140
69021 Heidelberg
Germany