This document provides requirements for the design of level instrumentation, including differential pressure, displacement, ultrasonic, capacitance, nuclear, and level gauge instruments. It aims to harmonize technical requirements from various industry standards to reduce costs. Individual applications may require additional specifications. Fitness for purpose and application of these guidelines to specific engineering situations require professional judgment.
This document provides requirements for the design of level instrumentation, including differential pressure, displacement, ultrasonic, capacitance, nuclear, and level gauge instruments. It aims to harmonize technical requirements from various industry standards to reduce costs. Individual applications may require additional specifications. Fitness for purpose and application of these guidelines to specific engineering situations require professional judgment.
This document provides requirements for the design of level instrumentation, including differential pressure, displacement, ultrasonic, capacitance, nuclear, and level gauge instruments. It aims to harmonize technical requirements from various industry standards to reduce costs. Individual applications may require additional specifications. Fitness for purpose and application of these guidelines to specific engineering situations require professional judgment.
Process Control PIP PCCLI001 Level Measurement Criteria PURPOSE AND USE OF PROCESS INDUSTRY PRACTICES In an effort to minimize the cost of process industry facilities, this Practice has been prepared from the technical requirements in the existing standards of major industrial users, contractors, or standards organizations. By harmonizing these technical requirements into a single set of Practices, administrative, application, and engineering costs to both the purchaser and the manufacturer should be reduced. While this Practice is expected to incorporate the majority of requirements of most users, individual applications may involve requirements that will be appended to and take precedence over this Practice. Determinations concerning fitness for purpose and particular matters or application of the Practice to particular project or engineering situations should not be made solely on information contained in these materials. The use of trade names from time to time should not be viewed as an expression of preference but rather recognized as normal usage in the trade. Other brands having the same specifications are equally correct and may be substituted for those named. All practices or guidelines are intended to be consistent with applicable laws and regulations including OSHA requirements. To the extent these practices or guidelines should conflict with OSHA or other applicable laws or regulations, such laws or regulations must be followed. Consult an appropriate professional before applying or acting on any material contained in or suggested by the Practice. � Process Industry Practices (PIP), Construction Industry Institute, The University of Texas at Austin, 3208 Red River Street, Suite 300, Austin, Texas 78705. PIP member companies may copy this practice for their internal use. Not printed with state funds. June 1998 Process Industry Practices Page 1 of 8 Process Industry Practices Process Control PIP PCCLI001 Level Measurement Criteria Table of Contents 1. Introduction ...............................2 1.1 Purpose.............................................2 1.2 Scope................................................2 2. References.................................2 2.1 Process Industry Practices (PIP) ......2 2.2 Industry Codes and Standards .........2 2.3 Government Regulation....................3 3. Data.............................................3 4. General .......................................3 5. Differential Pressure Instruments................................4 5.4 Remote diaphragm seals..................4 6. Displacement Instruments........5 6.1 General .............................................5 6.2 Displacer Chamber ...........................6 6.3 Displacer ...........................................6 7. Capacitance Instruments .........6 8. Non-Contact Instruments.........6 9. Nuclear Instruments .................7 10. Level Switches ..........................7 11. Level Gauges.............................7 11.1 Magnetic Gauges............................7 11.2 Reflex Glass Gauges......................7 11.3 Transparent Type Glass Gauges....8 11.4 Tubular Glass Gauges....................8 11.5 Gauge Cocks and Ball Checks.......8 PIP PCCLI001 Level Measurement Criteria June 1998 Page 2 of 8 Process Industry Practices 1. Introduction 1.1 Purpose The purpose of this Practice is to provide requirements for design of level instrumentation. 1.2 Scope This Practice covers requirements for design of differential pressure, displacement, ultrasonic, capacitance, nuclear instruments, and level gauges. For weighing systems, see PIP PCCWE001. For tank gauging systems, see PIP PCCLI002. 2. References Applicable requirements in the latest edition (or the edition indicated) of the following shall be considered an integral part of this Practice. Short titles will be used herein when appropriate. 2.1 Process Industry Practices (PIP) � PIP PCCEL001 - Instrumentation Electrical Criteria � PIP PCCGN001 - General Instrument Design Checklist � PIP PCCGN002 - General Instrument Installation Criteria � PIP PCCLI002 - Tank Gauging Criteria � PIP PCCWE001 - Weigh Systems Criteria � PIP PCELI001 - Level Measurement Guidelines � PIP PCESS001 - Safety System Guidelines � PIP PCILI000 - Level Installation Details 2.2 Industry Codes and Standards # American Petroleum Institute (API) � API RP 551 Section 3 - Level # American Society of Mechanical Engineers (ASME) � ASME Boiler Pressure and Vessel Code Section I, Part PG-60 - �Requirements for Miscellaneous Pipes, Valves and Fittings� # ISA, The International Society for Measurement and Control (ISA) � ISA S20 - Specification Forms for Processing Measurement and Control Instruments, Primary Elements, and Control Valves ISA S20.20 - Differential Pressure Instruments ISA S20.26 - Level Instruments, �Displacer or Float� PIP PCCLI001 June 1998 Level Measurement Criteria Process Industry Practices Page 3 of 8 ISA S20.27 - Level Instruments, �Capacitance Type� ISA S20.28 - Level Instruments, �Gage Glasses and Cocks� 2.3 Government Regulation # Occupational Safety and Health Administration (OSHA) � OSHA 29 CFR 1910.119 - Process Safety Management Standard, Appendix A 3. Data 3.1 A data set shall be provided for each sensor. The data set can be in electronic or hardcopy format. 3.2 Specification Forms ISA S20.20, ISA S20.26, ISA S20.27 and ISA S20.28 define the minimum data set. 4. General 4.1 Differential pressure transmitters are preferred for process level measurement. 4.2 Level instrument wetted materials of construction shall be compatible with the process. 4.3 Level instruments shall be connected to vessels or standpipes and not to process flow lines. 4.4 Piping from the vessel to the standpipe shall not have any traps or pockets. 4.5 Piping from level gauges and external displacer type level instruments shall be selfdraining into the vessel. 4.6 Vent and drain valves shall be provided on level gauges or external displacer type level instruments. 4.7 There shall be a block valve between the vessel connection and the level instrument unless the instrument is designed to be mounted inside the vessel. Externally mounted instruments are preferred over internally mounted instruments. Owner approval is required for installations where the instrument is mounted inside the vessel. With Owner approval, flush diaphragm instruments may be installed without valves. Comment: If a block valve is not provided, the instrument can only be maintained if the vessel can be taken out of service. 4.8 Float or probe chambers and standpipes shall conform to the most stringent piping specifications of the piping connected to the vessel. 4.9 The designer shall inform the vessel design group of any instruments that may require evaluation for weight stress and additional support. 4.10 Instrumentation shall be approved for the electrical area classification. Probes internal to a vessel shall be approved for the electrical area classification inside the tank (normally Div.1). PIP PCCLI001 Level Measurement Criteria June 1998 Page 4 of 8 Process Industry Practices 4.11 Differences in specific gravity between the vessel contents and the external level piping or sealing fluids shall be taken into consideration for calibration of the level instrument. 4.12 Standpipes shall not be used for services with process temperatures below minus 40# F. For these services, level instruments shall be individually connected directly to the vessel. 4.13 Level bubblers shall be located so there is sufficient overhead clearance for their removal. 4.14 Selection of field mounted level instruments for highly toxic services (listed in OSHA 1910.119 Appendix A) shall be subject to Owner�s approval. 4.15 Field mounted level instruments and gauge glasses shall be readily accessible from grade, platforms, fixed walkways, or fixed ladders. Isolation Valves (root valves) shall be accessible. Use of a portable ladder or man-basket may be acceptable. See PIP PCCGN002 Section 4.3 for general accessibility requirements. 4.16 Dedicated, independent process connections shall be used for level measurements that are part of safety instrumented systems or where required to enhance reliability. See PIP PCESS001 for additional information. 4.17 Heating and insulation of liquid pockets may be required for winterization. See PIP PCCGN002 for general winterization requirements. 4.18 Dimensional level calculations shall be provided to Owner. See PIP PCELI001 for sample level sketches. 5. Differential Pressure Instruments 5.1 Span calculations shall be based on the anticipated operating specific gravity of the process. Exception: If the intent is to prevent the overflow of the tank, the minimum anticipated specific gravity should be used. See PCELI001 for a discussion of when normal specific gravity verses minimum or maximum specific gravity should be used. 5.2 Transmitters are preferred to be mounted at or below the centerline of the high pressure nozzle (lower nozzle on vessel). Comment: For alternate mounting see PIP PCELI001. 5.3 The diaphragm seal fluid, seal leg fluid, or purge fluid shall be compatible with the process and ambient temperature extremes. 5.4 Remote diaphragm seals 5.4.1 Transmitters with remote diaphragm seals shall be mounted at or below the high pressure nozzle (lower vessel nozzle). PIP PCCLI001 June 1998 Level Measurement Criteria Process Industry Practices Page 5 of 8 5.4.2 Provisions shall be made for relieving pressure between the block valve and the diaphragm seal. Comment: Clean out or purge connections may be required on the process side of diaphragm seals in applications where plugging is likely. 5.4.3 Capillary tubing seal legs shall be mechanically protected and adequately supported to prevent sagging. 5.4.4 Remote diaphragm seals used in vacuum service applications shall be specifically designed for vacuum service by the manufacturer. 5.4.4.1 Welded capillary connections shall be specified for vacuum applications. 5.4.4.2 Fill fluid shall be rated for the maximum temperature and maximum vacuum conditions. 5.4.5 Diaphragm seal capillary tubing lengths shall be designed to take into account routing requirements. Capillary tubing shall be manufacturer�s standard lengths. Comment: Capillary lengths that are too long are as undesirable as capillary lengths that are too short. They cannot be modified in the field. Comment: Long capillary lines shall be protected from exposure to sunlight which can cause errors in measurement even in compensated systems. Comment: Capillary lines shall be routed away and/or insulated if they pass by steam or high temperature heat transfer media jackets on a vessel or other high temperature sources. 5.4.6 Capillary length of both seal legs shall be identical on a remote seal differential pressure transmitter. 5.4.7 Remote diaphragm seals without block valves shall not be installed until the flush and pressure test of the vessel is complete. 6. Displacement Instruments 6.1 General 6.1.1 Displacement type level instruments shall not be used: a. For extremely viscous materials b. For services which require purging to prevent: 1. Plugging and/or sticking 2. Excessive condensation or vaporization of fluids in the chamber due to vessel-chamber temperature differences c. Without Owner approval if level measurement range exceeds 48 inches PIP PCCLI001 Level Measurement Criteria June 1998 Page 6 of 8 Process Industry Practices d. For services which have agitated fluids 6.1.2 Displacement transmitters and switches in services with temperatures below 0# F or above 400# F shall have air fins or some other means of isolating the transmitter from the process temperature in accordance with the recommendations of the transmitter/switch manufacturer. 6.1.3 Displacement transmitters shall not be used in liquids that coat or build up deposits on the displacer and rod. 6.2 Displacer Chamber 6.2.1 Displacer chambers shall have a Maximum Allowable Working Pressure (MAWP) equal to or greater than that of the vessel. Comment: Typically the displacer chamber is isolated and vented or the level instrument is removed during a field hydrotest. The displacer will often collapse if exposed to a hydrostatic test. 6.3 Displacer 6.3.1 All wetted parts (displacer element, hanger rod, torque tube or springs, and assembly components) shall be compatible with the process. 6.3.2 For measuring liquid-liquid interface the displacer shall be completely submerged. 6.3.3 For measuring liquid-liquid interface with standard displacers, the difference in specific gravity of the two liquids shall be greater than 0.1. The manufacturer shall be consulted for interface measurement. 6.3.4 The displacer shall be freely suspended in the liquid (i.e., it shall not contact the bottom/sides or any buildup on the vessel or chamber). 7. Capacitance Instruments 7.1 Capacitance level transmitters shall not be used if the liquid conductivity may change from non-conductive (less than 10 micro mho/cm) to conductive (greater than 10 micro mho/cm). 7.2 A special probe with a separate electrode for signal return shall be used on nonmetallic or lined vessels. 7.3 The probe shall be externally grounded to the vessel if PTFE tape or other pipe thread coatings are used. 8. Non-Contact Instruments 8.1 Non-contact instrument types include ultrasonic, sonic, microwave, and radar technology. Use of non-contact instruments requires Owner approval. 8.2 When non-contact instruments are used for solids service, they shall be designed for that service. PIP PCCLI001 June 1998 Level Measurement Criteria Process Industry Practices Page 7 of 8 8.3 The manufacturer shall concur with the application and the installation. 9. Nuclear Instruments 9.1 Nuclear source type level instruments shall only be used with Owner�s approval. 9.2 Nuclear instruments shall be installed and maintained in accordance with instructions of the instrument manufacturer and applicable local, state, and federal regulations. 9.3 At the time of purchase, the vendor shall state in writing that they will dispose of the source after the instrument is removed from service. 9.4 Owner�s policy for installation, handling, and control of nuclear sources shall be followed. 10. Level Switches 10.1 Level switches can be of Capacitance, RFI, Ultrasonic (contact), Nuclear, Ball Floats, Displacers, Thermal, Vibration, or Electromechanical types. 10.2 Level switches that contain mercury shall not be used. 10.3 Provisions shall be made for testing and maintenance of level switches. 10.4 Owner approval is required to use in safety instrumented systems. 11. Level Gauges 11.1 Magnetic Gauges 11.1.1 Magnetic gauges shall not be used in dirty or plugging service. Exception: If the provision for flushing the gauge with a suitable liquid can be made, magnetic gauges may still be acceptable. 11.1.2 The float shall be designed for the range of process fluid specific gravity per the data set. 11.1.3 The float material of construction shall be compatible with the process. 11.1.4 The float shall be suitable for the maximum operating pressure of the vessel. 11.2 Reflex Glass Gauges 11.2.1 Reflex gauges shall have a minimum pressure/temperature rating of 1000 psig at 600# F. 11.2.2 Tempered borosilicate, Pyrex# glass, or equal glass shall be used in applications at or below 600# F. PIP PCCLI001 Level Measurement Criteria June 1998 Page 8 of 8 Process Industry Practices 11.3 Transparent Type C 11.3.1 Boiler steam drums shall have transparent gauges designed for steam drum service in accordance with the ASME Boiler and Pressure Vessel Code (Section I, Part PG-60) and other applicable codes. 11.3.2 Transparent armored gauges shall have a minimum pressure/temperature rating of 600 psig at 600# F. 11.3.3 Gauges shall have plastic frost shields for applications in which the process liquid has a temperature below 32# F. 11.3.4 Mica shields are required on steam boiler glass level gauges (600 psig or greater) and caustic services. 11.3.5 If illuminators are provided, they shall be suitable for the electrical area classification. 11.3.6 Tempered borosilicate, Pyrex# glass, or equal glass shall be used in applications at or below 600# F. 11.4 Tubular Glass Gauges 11.4.1 Tubular glass gauges shall not be used unless Owner approved. 11.4.2 Tubular glass gauges shall not be used in process applications. 11.5 Gauge Cocks and Ball Checks 11.5.1 Gauge cocks and ball checks shall be used only with Owner approval. Appropriate boxes checked in PIP PCCGN001 Section 3.4.5.5 constitutes Owner approval of use of gauge cocks and ball checks. 11.5.2 Gauge cocks and ball checks shall be installed per Owner criteria. 11.5.3 Gauge cocks and ball checks, when used, shall be purchased as assemblies as part of the level gauge. 11.5.4 Gauge cocks with ball checks shall not be used in vacuum applications.
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