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DEP SPECIFICATION

PIPELINE TRANSPORTATION SYSTEMS - PIPELINE


VALVES (AMENDMENTS/SUPPLEMENTS TO
API SPEC 6D)
Copyright Shell Group of Companies. No reproduction or networking permitted without license from Shell. Not for resale

DEP 31.36.00.30-Gen.

February 2016

DESIGN AND ENGINEERING PRACTICE

DEM1

© 2016 Shell Group of companies


All rights reserved. No part of this document may be reproduced, stored in a retrieval system, published or transmitted, in any form or by any means, without the prior
written permission of the copyright owner or Shell Global Solutions International BV.

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PREFACE

DEP (Design and Engineering Practice) publications reflect the views, at the time of publication, of Shell Global Solutions
International B.V. (Shell GSI) and, in some cases, of other Shell Companies.
These views are based on the experience acquired during involvement with the design, construction, operation and
maintenance of processing units and facilities. Where deemed appropriate DEPs are based on, or reference international,
regional, national and industry standards.
The objective is to set the standard for good design and engineering practice to be applied by Shell companies in oil and
gas production, oil refining, gas handling, gasification, chemical processing, or any other such facility, and thereby to help
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 DEPs may not cover every requirement or diversity of condition at each
locality. The system of DEPs is expected to be sufficiently flexible to allow individual Operating Units to adapt the
information set forth in DEPs to their own environment and requirements.
When Contractors or Manufacturers/Suppliers use DEPs, they shall be solely responsible for such use, including the
quality of their work and the attainment of the required design and engineering standards. In particular, for those
requirements not specifically covered, the Principal will typically expect them to follow those design and engineering
practices that will achieve at least the same level of integrity as reflected in the DEPs. If in doubt, the Contractor or
Manufacturer/Supplier shall, without detracting from his own respons bility, consult the Principal.
The right to obtain and to use DEPs is restricted, and is typically granted by Shell GSI (and in some cases by other Shell
Companies) under a Service Agreement or a License Agreement. This right is granted primarily to Shell companies and
other companies receiving technical advice and services from Shell GSI or another Shell Company. Consequently, three
categories of users of DEPs can be distinguished:
1) Operating Units having a Service Agreement with Shell GSI or another Shell Company. The use of DEPs by these
Operating Units is subject in all respects to the terms and conditions of the relevant Service Agreement.
2) Other parties who are authorised to use DEPs 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 DEP, combination of DEPs
or any part thereof, even if it is wholly or partly caused by negligence on the part of Shell GSI or other Shell Company. The
benefit of this disclaimer shall inure in all respects to Shell GSI and/or any Shell Company, or companies affiliated to these
companies, that may issue DEPs or advise or require the use of DEPs.
Without prejudice to any specific terms in respect of confidentiality under relevant contractual arrangements, DEPs shall
not, without the prior written consent of Shell GSI, be disclosed by users to any company or person whomsoever and the
DEPs 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 DEPs vests in Shell Group of companies. Users shall arrange for DEPs 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 DEP Administrator in Shell GSI.

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TABLE OF CONTENTS
PART I INTRODUCTION ........................................................................................................ 5
1.1 SCOPE........................................................................................................................ 5
1.2 DISTRIBUTION, INTENDED USE AND REGULATORY CONSIDERATIONS ......... 5
1.3 DEFINITIONS ............................................................................................................. 5
1.4 CROSS-REFERENCES ............................................................................................. 6
1.5 SUMMARY OF MAIN CHANGES ............................................................................... 6
1.6 COMMENTS ON THIS DEP ....................................................................................... 8
1.7 DUAL UNITS ............................................................................................................... 8
1.8 NON NORMATIVE TEXT (COMMENTARY) .............................................................. 8
PART II GENERAL................................................................................................................... 9
PART III AMENDMENTS/SUPPLEMENTS TO API SPEC 6D............................................... 10
3. Terms, Definitions, Acronyms, Abbreviations, Symbols, and Units ................. 10
3.1 Terms and Definitions ............................................................................................ 10
4. Valve Types and Configurations ........................................................................... 10
4.1 Valve Types ............................................................................................................. 10
5 Design ...................................................................................................................... 12
5.1 Design Standards and Calculations ..................................................................... 12
5.2 Pressure and Temperature Rating ........................................................................ 12
5.4 Face-to-face and End-to-end Dimensions ............................................................ 12
5.5 Valve Operation ....................................................................................................... 12
5.6 Pigging ..................................................................................................................... 13
5.7 Valve Ends ............................................................................................................... 13
5.8 Valve Cavity Pressure Relief ................................................................................. 14
5.9 Drains ....................................................................................................................... 15
5.10 Injection Points ....................................................................................................... 16
5.11 Drain, Vent, and Sealant Lines .............................................................................. 17
5.12 Drain, Vent and Sealant Valves ............................................................................. 17
5.13 Hand-Wheels and Wrenches — Levers ................................................................ 17
5.16 Position Indicators.................................................................................................. 18
5.18 Actuator, Operators, and Stem Extensions ......................................................... 18
5.19 Lifting ....................................................................................................................... 19
5.20 Drive Trains ............................................................................................................. 19
5.21 Stem Retention ........................................................................................................ 20
5.22 Fire Type–testing .................................................................................................... 20
5.23 Antistatic Device ..................................................................................................... 20
5.24 Securing ................................................................................................................... 20
5.25 Seat Rings................................................................................................................ 20
5.26 Sealing Rings .......................................................................................................... 21
5.27 Stuffing Box, Gland and Packing .......................................................................... 21
5.28 Fugitive Emissions Tightness Classification....................................................... 21
5.29 Design Validation Testing ...................................................................................... 22
6 Materials................................................................................................................... 22
6.1 Material Specification ............................................................................................. 22
6.3 Service Compatibility ............................................................................................. 22
6.4 Forged Parts ............................................................................................................ 23
6.5 Composition Limits ................................................................................................ 23
6.6 Toughness Test Requirements ............................................................................. 23
6.7 Bolting ...................................................................................................................... 23
6.11 Heat Treatment ........................................................................................................ 23
7 Welding .................................................................................................................... 24
7.2 Welding Procedure and Welder/Welding Operator Qualifications .................... 24
7.3 Impact Testing ......................................................................................................... 24
7.5 Repair ....................................................................................................................... 24
7.7 Welding and Hard Facing Requirements.............................................................. 24

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8 Quality Control ........................................................................................................ 25


8.1 NDE Requirements ................................................................................................. 25
8.3 Qualification of Personnel ..................................................................................... 25
8.4 NDE of Repairs ........................................................................................................ 25
8.5 Weld End NDE ......................................................................................................... 25
8.6 Visual Inspection of Castings ................................................................................ 26
8.8 Corrosion Testing ................................................................................................... 26
8.9 Microstructure Determination................................................................................ 26
9 Pressure Testing ..................................................................................................... 26
9.1 General ..................................................................................................................... 26
9.2 Stem Backseat Test ................................................................................................ 26
9.3 Hydrostatic Shell Test ............................................................................................ 27
9.4 Hydrostatic Seat Test ............................................................................................. 27
9.6 Testing of Drain, Vent and Sealant Injection Lines ............................................. 27
9.8 Low-Pressure Gas Seat Test ................................................................................. 27
9.9 High Pressure Gas Seat Test ................................................................................. 27
10 Coating/Painting ..................................................................................................... 27
11 Marking .................................................................................................................... 28
12 Preparation for Shipment ....................................................................................... 28
13 Documentation ........................................................................................................ 29
13.1 Minimum Documentation and Retention .............................................................. 29
15 Certification ............................................................................................................. 30
16 Valves Supplied to European Sites....................................................................... 30
17 Witnessing By the Principal................................................................................... 30
Annex F (normative) Qualification of Heat-treating Equipment ........................................ 31
F.4 Instruments ............................................................................................................. 31
Annex H (normative) Supplementary Test Requirements .................................................. 31
H.1 General ..................................................................................................................... 31
H.6 Torque/Thrust Functional Testing ........................................................................ 31
H.13 Hydrogen-Induced Cracking Test ......................................................................... 31
H.14 Functional Test for Actuated Valves..................................................................... 31
Annex O (informative) Purchasing Guidelines .................................................................... 31
O.3 Pressure Relief ........................................................................................................ 31
PART IV REFERENCES ......................................................................................................... 32

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PART I INTRODUCTION

1.1 SCOPE
This DEP specifies requirements and gives recommendations for the design,
manufacturing, testing and documentation of ball, check, gate and plug valves for
application in pipeline systems meeting the requirements of ISO 13623 for the petroleum
and natural gas industries.
Valves for pressure ratings exceeding ASME Class 2500 (PN420) are not covered by this
DEP.
This DEP is based on API Specification 6D, Twenty-Fourth Edition, August 2014 (including
Errata). Part III of this DEP amends supplements and deletes various clauses of
API SPEC 6D. Part III follows the clause numbering of API SPEC 6D for easy reference.
All clauses of API SPEC 6D not modified by this DEP remain valid as written.
This DEP contains mandatory requirements to mitigate process safety risks in accordance
with Design Engineering Manual (DEM) 1 – Application of Technical Standards.
This is a revision of the DEP of the same number dated February 2012; see (1.5) regarding
the changes.

1.2 DISTRIBUTION, INTENDED USE AND REGULATORY CONSIDERATIONS


Unless otherwise authorised by Shell GSI, the distribution of this DEP is confined to Shell
companies and, where necessary, to Contractors and Manufacturers/Suppliers nominated
by them. Any authorised access to DEPs does not for that reason constitute an
authorisation to any documents, data or information to which the DEPs may refer.
This DEP is intended for use in facilities related to oil and gas production, gas handling, oil
refining, chemical processing, gasification, distribution and supply/marketing. This DEP
may also be applied in other similar facilities.
When DEPs are applied, a Management of Change (MOC) process shall be implemented;
this is of particular importance when existing facilities are to be modified.
If national and/or local regulations exist in which some of the requirements could be more
stringent than in this DEP, the Contractor shall determine by careful scrutiny which of the
requirements are the more stringent and which combination of requirements will be
acceptable with regards to the safety, environmental, economic and legal aspects. In all
cases, the Contractor shall inform the Principal of any deviation from the requirements of
this DEP which is considered to be necessary in order to comply with national and/or local
regulations. The Principal may then negotiate with the Authorities concerned, the objective
being to obtain agreement to follow this DEP as closely as possible.

1.3 DEFINITIONS
1.3.1 General 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 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 it. 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 capitalised term SHALL [PS] indicates a process safety requirement.
The word should indicates a recommendation.

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1.3.2 Specific definitions

Term Definition
manufacturer This term means Manufacturer/Supplier when used in Part III of this
document.
by agreement This phrase means agreed between manufacturer and purchaser.
drive train All parts of a valve drive between the operator and the obturator, including
the obturator but excluding the operator.
obturator Part of a valve, such as a ball, clapper, disc, gate or plug that is positioned
in the flow stream to permit or prevent flow.
pressure- Parts, whose failure to function as intended results in a release of contained
containing fluid into the environment.
parts
process- Parts exposed directly to the pipeline fluid.
wetted parts
uni- Valve designed for blocking the flow in one direction only.
directional
valve

1.3.3 Abbreviations

Term Definition
ESD Emergency Shut Down
MESC Material and Equipment Standards and Code
MSS Manufacturers Standardization Society
SAE Spec Society of Automotive Engineers Specification

1.4 CROSS-REFERENCES
Where cross-references to other parts of this DEP are made, the referenced section or
clause number is shown in brackets ( ). Other documents referenced by this DEP are listed
in (Part IV).

1.5 SUMMARY OF MAIN CHANGES


This DEP is a revision of the DEP of the same number dated February 2012 based on
ISO 14313 second edition, December 2007(including Errata). The current DEP revision is
now based on API Spec 6D: 2014, twenty-fourth edition (including Errata). The following
are the main non-editorial changes:

Section/Clause Change
Old New
- 3.1.31 Revised definition for pressure containing parts added
6 4 Valve type and configuration (Change in section no in line with
API SPEC 6D)
6.1.3 4.1.3 Use of metal seated valves for valves opening against differential
pressure capable of creating sonic flow conditions in the initial
opening stages.
7 5 Design (Change in section no in line with API SPEC 6D)
7.7.2 5.7.2 Additional requirements for pup pieces added

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Section/Clause Change
Old New
7.8 5.8 For double seated valves where liquids can be trapped in the
body cavity while subject to temperature changes and
consequent expansion of the liquid, the principal specifies in the
purchase order the provision of cavity relief functionality.
7.9 5.9 Drain connections on a CRA clad valve
7.13 5.16 Additional requirements on position indicators
7.18.1 5.18.1 Additional requirements of quarter turn on/off actuators
conforming to DEP 32.36.01.18-Gen.
7.20.1 5.20.1 Valves in special protective functions to have design thrust or
torque of 2.5 times the breakaway thrust or torque.
The gear box output torque rating to be at least 1.5 times the
maximum operating torque of the valve.
7.22 5.22 Fire type-testing according to various global standards covered.
7.22 5.22.4 Fire tested valves equipped with passive fire protection certified
for a minimum of 30 minutes protection time against a
hydrocarbon jet fire of 450 kW/m2 (140,000 Btu/h)∙
N/A 5.28 Elastomeric seals comply with MESC SPE 85/301.
8 6 Materials (Change in section no in line with API SPEC 6D)
8.7 6.8 Removal of statement “Valves in sour service meet the
requirement of ISO 15156:2009 (all parts including technical
circulars up to 2014) or NACE MR0103:2012 as specified by the
Principal.”
9.2 7.3 The impact test requirement in accordance with
MESC SPE 77/302
9.5 7.7.3 Butt welded end valves with or without pipe pups shall have their
internals protected from welding / grinding / cutting debris during
field installation.
10.3.1 8.3.4 Qualification for welding inspectors added.

11.1 9.1 Where regulatory requirements exceed the test requirements in


this document, the purchaser specifies the applicable test
requirement.
13 11 Each flange shall be provided with a ‘SPE’ mark on the side that
contains a single piston effect seat and with a ‘DPE’ mark on the
side that contains a double piston effect seat.
- Annex-A No supplementary requirements added
- Annex-B No supplementary requirements added
- Annex-D No supplementary requirements added
- Annex-H Supplementary requirements added
- Annex-O Supplementary requirements added

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1.6 COMMENTS ON THIS DEP


Comments on this DEP may be submitted to the Administrator using one of the following
options:

Shell DEPs Online Enter the Shell DEPs Online system at


https://www.shelldeps.com
(Users with access to
Shell DEPs Online) Select a DEP and then go to the details screen for
that DEP.
Click on the “Give feedback” link, fill in the online
form and submit.

DEP Feedback System Enter comments directly in the DEP Feedback


(Users with access to System which is accessible from the Technical
Shell Wide Web) Standards Portal http://sww.shell.com/standards.
Select “Submit DEP Feedback”, fill in the online form
and submit.

DEP Standard Form Use DEP Standard Form 00.00.05.80-Gen. to record


(Other users) feedback and email the form to the Administrator at
standards@shell.com.

Feedback that has been registered in the DEP Feedback System by using one of the above
options will be reviewed by the DEP Custodian for potential improvements to the DEP.

1.7 DUAL UNITS


This DEP contains both the International System (SI) units, as well as the corresponding
US Customary (USC) units, which are given following the SI units in brackets. When
agreed by the Principal, the indicated USC values/units may be used.

1.8 NON NORMATIVE TEXT (COMMENTARY)


Text shown in italic style in this DEP indicates text that is non-normative and is provided as
explanation or background information only.
Non-normative text is normally indented slightly to the right of the relevant DEP clause.

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PART II GENERAL
Part III of this DEP is written as amendments and supplements to API Specification 6D
Twenty Fourth Edition, August 2014 (including Errata). Wherever reference is made to
API SPEC 6D it shall be understood to mean API Specification 6D Twenty-Fourth Edition,
August 2014 (including Errata) as amended/supplemented by this DEP.
For ease of reference the clause numbering of API SPEC 6D has been used throughout
Part III of this DEP.
Clauses in API SPEC 6D, which are not mentioned in this DEP, shall remain valid as
written.

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PART III AMENDMENTS/SUPPLEMENTS TO API SPEC 6D

3. Terms, Definitions, Acronyms, Abbreviations, Symbols, and Units

3.1 Terms and Definitions


3.1.31 pressure-containing parts
Replace with the following:
1. A part whose failure to function as intended results in a release of contained fluid into
the environment and as a minimum includes bodies, end connections, bonnets/covers,
stems and shafts that pass through the pressure boundary.

4. Valve Types and Configurations

4.1 Valve Types


4.1.1 Gate Valves
Add the following to this clause:
1. All designs shall be engineered to eliminate the possibility of the gate segments
jamming and preventing operation of the valve.
2. Uni-directional valves shall be clearly marked as per Clause 11.
3. All designs shall eliminate potential galling of all sliding components.
4. The purchase order shall specify the API SPEC 6D design types required.
4.1.2 Lubricated and Nonlubricated Plug Valves
Add the following to this clause:
1. Unless otherwise specified, all lubricated taper plug valves shall be of the
pressure-balanced inverted plug design in which the line pressure is used to keep the
plug in a balanced condition.
2. Lubricated plug valves shall have a bottom entry design.
3. Sealing for lubricated taper plug valves shall be accomplished using a lapped tapered
metal plug fitted to a lapped tapered metal body.
a. The valve shall be a metal-to-metal seated design.
4. Lubricated plug valves shall be furnished with an internal lubricating system that is
capable of delivering lubricant to the body/plug contact surfaces in the seating and
seal areas.
5. Grooves shall be provided in the body/plug surfaces and arranged so that lubricant
under pressure will be transmitted to all parts of the system when the valve is fully
open or closed, thereby sealing the ports and facilitating operation.
6. Lubricated plug valves shall be furnished with hydrocarbon-resistant lubricating sealant
containing a non-hygroscopic fumed silica viscosity improver that has both proper
plasticity for tight sealing and lubricity for ease of operation over the entire design
temperature range of the valve.
7. The plug of lubricated valves shall be furnished with anti-friction treatment, either one
of the following:
a. polytetrafluoroethylene (PTFE);
b. molybdenum disulfide.
8. For lubricated plug valves the stem and plug shall not be one integral piece.

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4.1.3 Ball Valves


Add the following to this clause:
1. The obturator shall be a one-piece casting or a forging and be trunnion mounted.
a. The ball port shall be cylindrical.
2. To avoid flow erosion to seal surfaces, ball valves shall not be selected for flow control
nor be intentionally left in a part open position. All intended operation is from full open
to full close and vice versa and, wherever this is performed in a flow stream, it will be
performed as quickly as practical.
3. The selection of soft seated valves should address the following:
a. Soft seated valves are preferable for offshore (topside) applications and for
clean dry gas export service where there is no pigging requirement.
b. Soft seats can be easily damaged during valve stroking, particularly during the
initial opening stages against differential pressure, as the flow is jetting against
the soft seat.
c. Because offshore valves are difficult to maintain, metal seated valves should
be considered for valves opening against differential pressure capable of
creating sonic flow conditions in the initial opening stages.
4.1.4 Check Valves
Add the following to this clause:
1. The clapper of swing check valves should be of the retainerless design where the
hinge bracket is internally assembled.
2. Swing check valves shall not have the clapper hung from the bonnet/cover.
3. Fugitive emission class A(HS) valves shall be of the retainerless design.
4. Unless ring joint faces are specified, gasket surfaces for retainerless dual plate check
valves:
a. shall not be interrupted by e.g. design slots in the sealing surface in excess of
the allowances established for “Permissible Imperfections in Flange Facing
Finish” as specified in ASME B16.5, or ASME B16.47 as applicable.
i. The restrictions to the interruptions shall consider the potential
eccentricity of gaskets after installation, resulting from the difference
between bolt hole and bolt diameter as specified in the drilling template
tables in ASME B16.5 and ASME B16.47 as applicable;
b. may be interrupted by bolts to a maximum extent of 20 % of the sealing area;
c. shall be suitable for spiral wound gaskets for sizes ≤ DN 600 (≤ NPS 24);
d. shall be suitable for covered serrated metal (Camprofile) gaskets for sizes
> DN 600 (> NPS 24) as specified in MESC SPE 85/100.
5. When retainerless dual plate check valves are assembled and compressed by the
mating flange, the seat retainer face shall not protrude beyond the body face.
4.2.2 Reduced–opening Valves
rd
Add the following 3 bullet:
1. - Valves > DN 600 (NPS 24): apply the minimum bore according to Table 1 for a valve
three sizes below the nominal size of the valve.
Add the following to this clause:
2. The minimum and maximum internal bore dimensions shall be stated in the quotation.

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5 Design

5.1 Design Standards and Calculations


Add the following to this clause:
1. The design SHALL [PS] be based on the most unfavourable pressure/temperature
rating of the appropriate class for the applicable material group.
2. The body to bonnet bolt sizing shall be in accordance with ASME VIII or
ASME B16.34.
3. For bonnet/cover attachment by bolting, the mating flange between the body and
bonnet/cover shall be of a suitable shape to provide adequate strength.
4. Bonnet/cover flange bolting shall be of the stud or stud bolt type.
a. Not less than four bolts shall be used in any flange.
b. No bolting shall be less than 10 mm (3/8 in) in diameter.
5. The manufacturer shall inform the Principal of any limitations.

5.2 Pressure and Temperature Rating


Add the following to this clause:
1. The valve body shall have sufficient rigidity to withstand a compressive axial thrust
exerted by the connected piping, equal to the design pressure multiplied by the area of
the maximum valve bore, without permanent distortion of the body or affecting the free
movement and sealing of the obturator and the seats.
2. For soft-seated valves, the pressure/temperature rating of the valve shall be fully in
accordance with the appropriate class for the body material in ASME B16.5 or
ASME B16.34 for temperatures up to 150 °C (302 °F).
a. At temperatures higher than 150 °C (302 °F), the manufacturer shall specify
the rating for valves containing polymeric seat or sealing materials.
b. The rating for valves containing polymeric seat or sealing materials shall be
confirmed through design validation testing to MESC SPE 77/300.
3. The valve shall withstand vacuum drying at pressures of 500 Pa (0.07 psia).
4. For non-metallic materials other than graphite, the rated pressure at the upper and
lower design temperatures shall be specified on the general arrangement drawing.

5.4 Face-to-face and End-to-end Dimensions


nd
Replace 2 paragraph as follows:
1. Face-to-face and bore dimensions not covered by API Spec 6D shall be subject to
prior agreement, and be stated in the quotation.
Add the following to this clause:
2. A short pattern ball valve shall not be furnished.

5.5 Valve Operation


Add the following to this clause:
1. The design of quarter turn valve operating mechanism (manual, gearbox or actuator),
stem head (double D) and stem extension (if installed) shall ensure that the closure
member travel position can be visually verified externally.
2. Valve actuators SHALL [PS] be capable of opening and closing valves against one of
the following:
a. maximum pressure differential that can occur across the valve in service;

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b. differential pressure equal to the pressure rating of the valve determined in


accordance with (5.2) for material at 38 °C (100 °F) in case it is specified that
the cavity can be in the depressurized state.
3. All valves and all manual operators (lever, wrench or handwheel) and all gearboxes
SHALL [PS] be capable of opening and closing against the following:
a. the differential pressure equal to the pressure rating of the valves determined
in accordance with (5.2) for material at 38 °C (100 °F).

5.6 Pigging
Add the following to this clause:
1. Full bore valves shall be capable of being pigged, sphered and scraped regularly
without damage to the soft seat, if fitted.
2. The bore of the valve in the open position shall present as smooth a profile as possible
to a passing pig or scraper, verified as follows:
a. Pass a drift mandrel through the valve bore after the valve has been
assembled, operated and pressure-tested.
b. The drift mandrel length being equal to the face-to-face length of the valve.
c. The drift mandrel diameter being equal to the minimum ID tolerance of the
governing line pipe specification.
d. The drift mandrel shall pass completely through the valve bore.

5.7 Valve Ends


5.7.1 Flanged Ends
5.7.1.1 General
Replace the first sentence with:
1. Standard end flanges shall be furnished with a raised face or ring joint faces (raised
face or full face) as specified by the Principal.
Add the following to this clause:
2. At least 2/3 of the change in diameter of a billet used to manufacture a flanged
component shall be achieved by forging and less than 1/3 by machining.
a. Ring-rolled forging may be machined to its final flanged shape where it can be
shown by etched section samples that the ring rolling produces a random
grain structure.
3. The surface plane of the nut bearing area at the backside of flanged valves shall be
parallel to the machined flange face within 1°.
5.7.1.2 Offset of Aligned Flange Centerlines — Lateral Alignment
Replace entire clause with:
1. For valves up to and including DN 50 (NPS 2), the maximum lateral misalignment shall
be 1.5 mm (0.06 in).
2. For valves larger than DN 50 (NPS 2), the maximum lateral misalignment shall be
2 mm (0.08 in).
5.7.1.3 Parallelism of Aligned Flange Faces — Angular Alignment
Add the following to this clause:
1. For valves larger than DN 600 (NPS 24), the maximum parallelism misalignment shall
be 1.75 mm/m (0.02 in/ft).

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5.7.2 Welding Ends


Add the following to this clause:
1. If specified by the Principal, butt-welding end valves with polymeric seats or seals shall
be provided with extension pieces (pup pieces) to facilitate welding.
a. The extension pieces (pup pieces) shall be considered as an integral part of
the valve.
2. Pup piece length shall be:
a. for valves ≤ DN 300 (≤ NPS 12): 400 mm (16 in);
b. for valves > DN 300 (> NPS 12): 800 mm (32 in).
3. Outside diameter, wall thickness, material grade and composition of the pup pieces
shall be as specified in the purchase order.
4. For soft-seated valves, the pup pieces shall be attached to the valve before the valve
internals are installed.
5. Transition tapers shall not be steeper than 1:4 and comply with ASME B31.3,
Figure 328.4.3. (ASME B31.8, Figure I-5, ISO 13847 Clause 7.7).
6. The heat and heat-treatment batch number shall be clearly marked on the pup piece.
7. If a pup piece is to be attached to a soft-seated valve by a party other than the
manufacturer, the manufacturer shall complete both the following:
a. advise the party welding the pup pieces on to the valve body of the maximum
allowable body temperature during welding and any subsequent post weld
heat treatment required
b. approve the qualified welding procedure.
8. Unless the pipe for the pup pieces is issued by the Principal, the manufacturer may
furnish the pup pieces as forgings of equal material and grade as the valve body
material in lieu of pipe.

5.8 Valve Cavity Pressure Relief


Add to end of second paragraph:
1. Pressure relief shall be by means of self-relieving seat rings or a pressure relief valve
connected to the cavity.
a. The presence of such a connection shall be agreed with the Principal.
2. Pressure relief shall not be achieved by using a pressure-equalising hole in the
obturator connecting the body cavity to the High Pressure (HP) side of the closure
member.
Add to the end of this clause:
3. Ball valves having single-piston effect seating shall internally relieve the excessive
cavity pressure to the downstream (low pressure) side of the valve.
4. Ball valves having double-piston effect seating are not self-relieving and shall be fitted
with an external cavity relief valve.
5. Ball valves having both a single and a double piston effect seating in the same valve,
shall internally relieve the excessive cavity pressure via the single-piston effect seat.
6. Slab gate valves shall relieve to the upstream (high pressure) side of the valve.
7. The maintenance manual shall:
a. explain how the body cavity relief operates; and
b. show how the closure member must be assembled.

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8. For double seated valves where liquids can be trapped in the body cavity (while
subject to temperature changes and consequent expansion of the liquid), the
Contractor shall specify in the purchase order that cavity relief functionality be
provided.

5.9 Drains
Replace the entire clause with the following:
1. Unless specified otherwise, the following apply to drain connections for all ball valves
in pressure classes ≤ ASME Class 900 and sizes ≤ DN 150 (≤ NPS 6) full bore /
DN 200 (NPS 8) reduced bore:
a. Connections shall be drilled and threaded.
i. Threaded connections shall have a parallel profile in accordance with
ISO 228-1 and fitted with a parallel threaded plug.
b. The plug material shall be of the same chemical composition as the body
when seal welding is intended or be of the same chemical composition of the
trim or when seal welding is omitted.
c. To prevent galling between austenitic or (super) duplex plug and body
material, the thread portion of the plug should be silver plated in accordance
with SAE AMS2410K.
d. The plug shall have a primary seal inboard of the thread, in order to protect the
thread against crevice corrosion.
e. Thread/pipe sizes for drains shall be in accordance with Table 2.
Table 2—Thread/Pipe Sizes for Drains

Nominal Size of Valve Minimum Pipe Thread /


Pipe Size
DN NPS mm (in)

50 to 200 2 to 8 15 (1/2)

> 200 >8 25 (1)

f. The seal material shall be the same as that specified for the static primary seal
in the buying description.
g. The connection between plug and body shall provide a fire safe secondary
seal outboard of the thread, in order to protect the thread against atmospheric
corrosion.
h. In case a separate seal ring is used the seal material shall be grade 316
Stainless steel.
i. The location of the ring shall not interfere with the area dedicated for (on-site)
seal welding.
j. The plug shall have an external shoulder suitably profiled to accept a seal
weld where the size of the shoulder:
i. allows a seal weld 1/3 times the nominal size of the plug;
ii. is not less than 3 mm (0.12 in);
iii. is no greater than 13 mm (0.5 in);
k. The plug shall be securely locked to prevent loosening by a grade 316
stainless steel locking ring secured to the body.
l. The locking ring shall be designed so that it can be removed without loosening
the plug in order to facilitate seal welding after site testing.

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2. Unless specified otherwise, the drain connections for ball valves in pressure classes
> ASME Class 900 and all valves > DN 150 (> NPS 6) full bore or DN 200 (NPS 8)
reduced bore, shall be as follows:
a. The drain connection shall be either:
i. a full penetration welded and sufficiently braced flanged design as
approved by the Principal; or
ii. a pad type flanged connection, fitted with a blind flange.
b. If a pad type flanged connection is applied, it may be integrally machined with
the valve body.
i. The bolting, gasket and flange rating shall be the same as for the
valve.
3. Valves in all pressure classes may be fitted with single drain connection for the
following sizes:
a. full bore ≤ DN 150 (≤ NPS 6)
b. reduced bore ≤ DN 200 (NPS 8).
4. All fittings shall be rated to at least the hydrostatic shell test pressure of the valve.
5. On a corrosion resistant alloy (CRA) clad valve where drain ports breach the CRA
layer, the drain ports shall be fitted with a welded inconel insert that has an integral
shoulder on the valve cavity side to prevent blow out in case of attachment weld
failure.

5.10 Injection Points


Replace entire clause with:
1. Unless specified otherwise, sealant and lubricant injection connections shall not be
provided for gate, ball, check and non-lubricated plug valves.
a. The valve design and selection of materials should negate the need for such
connections.
2. The Principal shall specify the design of injection connections.
3. Lubricated plug valves shall be provided with lubricant injection connections as follows:
a. Body sealant injector connections shall be drilled and threaded.
b. The outer threaded connections shall have a parallel profile in accordance with
ISO 228-1 and fitted with a parallel threaded plug.
c. The injector shall have a primary seal inboard of the thread, in order to protect
the thread against crevice corrosion.
i. The seal material shall be the same as that specified for the static
primary seal in the buying description.
d. The connection between plug and body shall provide a fire safe secondary
seal outboard of the thread, in order to protect the thread against atmospheric
corrosion.
i. In case a separate seal ring is used the seal material shall be grade 316
stainless steel.
e. Sealant injection fittings shall incorporate an:
i. internal non-return valve,
ii. giant button head,
iii. screwed cover with vent holes, which seals-off the connection by
plugging the sealant port.

This document has been supplied under license by Shell to:


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5.11 Drain, Vent, and Sealant Lines


Add the following to this clause:
1. For buried valves, extension lines for drain, vent and sealant injection shall be
provided terminating approximately 100 mm (4 in) below the top flange of the stem
extension.
2. Extension lines shall be adequately clamped to the valve body and stem extension and
be approved by the Principal, to avoid damage due to:
a. vibration;
b. reaction forces of vented or drained medium;
c. sealant injection.
3. The wall thickness of the extension lines shall be suitable to withstand the line
pressure (or sealant injection pressure for the sealant line), but not less than
Schedule 80.
4. Extension lines for drains and vents shall be of the same size as the connection to the
valve body.
5. Extension lines shall be fully butt-welded according to ASME B31.3 except for a
flanged disconnection point at the body cover flange level, in case of welded-ends
top-entry valves.
6. Double valving shall be provided in vent and drain extension lines, with one valve
located adjacent to the connection to the valve body and the second valve at the end
of the extension line.
a. This second valve shall be fitted with a blind flange.

5.12 Drain, Vent and Sealant Valves


Add the following to this clause:
1. Vent and drain valves shall be subject to approval by the Principal.

5.13 Hand-Wheels and Wrenches — Levers


Add to the 3rd sentence “The maximum force…”:
1. For seating and unseating the valve, the maximum momentary force Fs may be as per
EN 12570, Clause 5.1.
Add to the end of this clause:
2. The hand-wheel or lever shall be free from burrs and sharp edges.
3. If the force and dimensional limitations are exceeded, the valve shall be provided with
a gearbox.
a. The gearbox SHALL [PS] be of the self-locking gear type;
Self-locking, means that the output shaft cannot drive the input shaft, a
feature inherent with worm and wheel designs but not with the highly
efficient ball screw designs.
b. The gearbox shall be of dust-proof and weatherproof construction.
c. The connection between the valve body and the gearbox SHALL [PS] be
vented so that any product leakage from the stem cannot penetrate into the
gearbox housing.
d. The gearbox output torque rating SHALL [PS] be at least 1.5 times the
maximum required operating torque of the valve.
e. The gearbox shall be provided with a position indicator.

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f. The dimensions of the gearbox shall not exceed the limitations specified for
hand wheels.
4. When the number of hand wheel turns exceeds 100 from the fully open position to the
fully closed position, the manufacturer shall specify the number of handwheel turns on
the quotation.

5.16 Position Indicators


Modify the second sentence of the second paragraph to delete the “and/or” and read as:
1. The design shall be such that the component(s) of the indicator and the wrench cannot
be assembled to falsely indicate the valve position.

5.18 Actuator, Operators, and Stem Extensions


5.18.1 General
Add the following to this clause:
1. If specified by the Principal, the valve shall be fitted with an actuator.
2. If actuators are required, they shall be considered as an integral part of the valve and
supplied by the valve manufacturer according to the requirements specified by the
Principal.
3. The valve manufacturer shall be responsible for the performance of the valve and
assembly.
4. The valve manufacturer shall provide data to the actuator manufacturer to sufficiently
size the actuator.
5. The actuator manufacturer shall select an actuator proportional to the valve size.
6. The valve manufacturer SHALL [PS] apply a safety factor of at least 1.5 to the valve
drive train design between the operator and the obturator, based on the maximum
output torque or force of the actuator.
7. Gear operated and actuated valves shall be fitted with a mounting flange in
accordance with ISO 5211.
8. The lock nuts and studs for the bracket shall be positively secured against loosening.
9. Quarter-turn on/off actuators shall comply with DEP 32.36.01.18-Gen. and
DEP 32.36.01.17-Gen.
5.18.5 Protection of Extended Stems and Shafts in Belowground Service
Replace entire clause with:
1. If it is specified that the valve will be installed underground or at a level below the
operator’s position, the valve shall have a stem extension and extension casing.
2. The Principal shall specify the required length of the stem extension between the
centreline of the valve opening and the top mounting flange.
3. A stem extension long enough for the hand wheel or operator should be approximately
1.5 m (5 ft) above the surface.
4. The casing of the stem extension shall be as all of the following:
a. Fully sealed and equiped with a means to prevent pressure build up in the
event of stem seal leakage.
b. Externally coated for corrosion prevention.
5. For gear-operated valves:
a. The gearbox shall be mounted directly on the valve.
b. The gearbox input shaft shall be extended.

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6. The design of the stem extension and protector (if applicable) shall be subject of
approval by the Principal.
7. The stem extension SHALL [PS] be sized for the side loads and torque needed to seal
and to operate the valve against the maximum class differential pressure applied at the
following;
a. One or both sides of the valve, whichever case needs the higher torque.
b. Both the smallest cross section of the stem extension and to the connection to
the obturator.

5.19 Lifting
Add the following to this clause:
1. Valves with a mass ≥ 250 kg (550 lbs) shall be provided with lifting points.

5.20 Drive Trains


5.20.1 Design Thrust or Torque
Add the following to this clause:
1. Valves in special protective functions shall have design thrust or torque of 2.5 times
the breakaway thrust or torque.
Examples of special protective functions are offshore riser valves, trunk-line
valves, beach valves, ESD valves and high integrity pressure protection system
(HIPPS) valves.
2. The gear box output torque rating shall be at least 1.5 times the maximum operating
torque of the valve.
3. If requested by the Principal, the Manufacturer shall provide operating thrust or torque
(and the applied safety factors) at the maximum differential pressure.
Add new clause:
5.20.4 Torque Testing
1. Torque testing shall be executed in accordance with Annex H.6.
Add new clause:
5.20.5 Stems
1. The stem SHALL [PS] be a one-piece wrought material (this includes bar); welded
fabrication is not allowed.
2. Stem sections shall be cylindrical, within a tolerance of 0.05 mm (0.002 in).
3. The stem shall be straight within a tolerance over the travel of the stem of 1 mm/metre
(0.01 2 in/ft).
4. Stem sealing area shall have a maximum surface roughness (Ra) of 0.8 μm
(32 micro-inches) and be free from any defects.
5. The stem shall be suitably supported and have clearances sufficient that with all
anticipated side loads it does not make rubbing contact with the adjacent static metallic
components (e.g., bonnet, gland ring).
This is to avoid the potential for galling.
6. Rising stems shall be fully enclosed by a dust proof and water proof stem protector or
yoke tube.
7. If the stem protector obscures the position of the stem, it shall be provided with a
position indicator.

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8. The stem projection outside the yoke sleeve, measured from the top of the stem when
the valve is in closed position, shall be between 2 mm (0.08 in) and 10 mm (0.40 in).
9. The yoke sleeve and/or bush shall be positively secured against loosening.

5.21 Stem Retention


Add the following to this clause:
1. The stem or shaft retainer ring or collar SHALL [PS] be integral with the stem.
2. Stem or shaft retention shall not be by means of body/stem threads.

5.22 Fire Type–testing


Replace the first sentence with:
1. Except for buried valves, fire type-testing certification of the design SHALL [PS] be
provided for valves containing polymeric seat, seal or bearing materials and for
lubricated taper plug valves, according to one of the following standards:
a. ISO 10497,
b. API STD 607, with the exception of the 4th edition,
c. API SPEC 6FA,
d. BS 6755-2 (withdrawn), but only when tested to this standard prior to 2008.
API STD 607 4th edition is not accepted for soft seated valves up to class
600, since both the operational and external leakage tests are carried out
at only 2 bar (ga) (29 psig) compared to 75 % of the rated pressure for
other procedures.
Add the following to this clause:
2. When fire type-testing certification of the design is required, graphitic or metallic seals
SHALL [PS] be provided to protect the valve against leakage in case of a fire.
3. The design and construction of the ordered valve shall be verified against the fire-
tested valve, by the Contractor.
A fire-tested design is one which has successfully passed prototype fire testing.
4. Valve operating mechanisms of fire-tested or fire-safe valves SHALL [PS] be of a fire-
safe design, or equipped with passive fire protection certified for a minimum of
2
30 minutes protection time against a hydrocarbon jet fire of 450 kW/m
2
(140,000 Btu/h∙ft ).
A fire-safe design is a design which by nature of its features/properties is capable
of passing a fire test.

5.23 Antistatic Device


Delete last part of the sentence: “if specified by the purchaser”.
Add new clauses:

5.24 Securing
1. Separate removable valve parts shall be positively secured against loosening.
2. Spring tension pins shall not be used for locking of internal valve components.

5.25 Seat Rings


1. To ensure adequate sealing at low differential pressures the seat rings of ball valves
and slab gate valves shall be spring-energised.

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2. To ensure adequate sealing at all differential pressures, the seat rings of ball valves
and slab gate valves shall be line pressure energised.
3. Seat rings of split body / top entry ball valves and through conduit gate valves shall be
renewable.
4. The seat ring and body shall be designed so that entrapment of solids will not obstruct
free movement of the seat rings.

5.26 Sealing Rings


1. For seals executed with toroidal sealing rings (“O”-rings) the groove dimensions and
surface finish shall be in accordance with BS 4518.
2. Seal rings shall be fully contained to minimise extrusion.
3. All static joints shall make metal-to-metal contact, such that the seal is not transferring
the bolt stress.
4. Lip seal housings for piston seats shall incorporate sufficient axial clearance, in line
with the manufacturer’s recommendation, to accommodate axial movement and
distortion of the obturator under the maximum differential pressure.
5. Elastomeric seals shall comply with MESC SPE 85/301.

5.27 Stuffing Box, Gland and Packing


1. If a packing box is specified as the primary stem seal, the following apply:
a. The nominal depth of the packing box shall accommodate a maximum of six
uncompressed packing rings.
b. The surface area of the stuffing box in contact with the packing shall have a
surface finish (Ra) of 3.2 μm (120 micro-inches) or smoother.
c. The packing box wall shall not be penetrated where it is contacted by the seal.
d. If a spacer ring is required to reduce the depth of the stuffing box, the spacer
ring shall be of the same material as the gland ring.
e. The bottom of the packing box shall be flat.
f. The gland follower shall be installed such that it protrudes into the stuffing box
before compressing the packing rings.
g. Threaded glands shall not be used.
h. A gland with a joint face parallel to the stem centre line shall not be permitted.

5.28 Fugitive Emissions Tightness Classification


DEP 01.00.01.30-Gen. specifies criteria for the classification of substances as "very
toxic".
1. For the containment of “very toxic-acute” substances as defined in
DEP 01.00.01.30-Gen., valves SHALL [PS] perform to the fugitive emission class
rating A(HS) as specified in MESC SPE 77/312.
2. Valves in hydrocarbon service shall perform to a minimum of fugitive emission class B
as specified in MESC SPE 77/312.
3. Fugitive emission production testing shall be conducted according to
MESC SPE 77/312.

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5.29 Design Validation Testing


1. Design validation testing shall be conducted according to MESC SPE 77/300.
MESC SPE 77/300 specifies type acceptance testing requirements and a type
acceptance test method for confirming the seat sealing, fugitive emission and
operating torque capability of a valve under pressure, during and after mechanical
and thermal cycling.
Each valve that passes validation testing will qualify a range of similar valves,
based on design characteristics, temperature range, size, pressure class, fugitive
emission class, and technical qualification class.
Meeting all criteria of MESC SPE 77/300 only qualifies the manufacturing location
or plant where the valve was made.

6 Materials

6.1 Material Specification


Add the following to this clause:
1. The materials shall be in accordance with the purchase order.
2. For valves with CRA weld overlay cladding, the Purchaser shall specify the type of
cladding to be applied in accordance with MESC SPE 77/313.
3. The Manufacturer shall list the material designation of all valve parts on the valve
general arrangement drawing.
4. Where multiple options for hardfacing of closure member and seat are allowed in the
buying description, only the following combinations shall be allowed:
a. Stellite 6 against Stellite 6;
b. Stellite 21 against Stellite 21;
c. Stellite 6 against Stellite 12 ;
d. Stellite 12 against Stellite 21;
e. Tungsten Carbide against Tungsten Carbide;
f. Chromium Carbide against Chromium Carbide.

6.3 Service Compatibility


Replace the second paragraph with:
1. Non-metallic parts for valves shall be resistant to explosive decompression if they are
intended for service at or above PN 100 (Class 600) in fluids that are volatile at
ambient temperature and atmospheric pressure.
Such valve parts include stem and body seals and soft-seat inserts.
a. In such service, the section size of elastomer in class 900 and above shall be
less than 7 mm (0.28 in), to withstand explosive decompression.
Add the following to this clause:
2. Toroidal sealing rings (“O”-rings) shall be validated in accordance with
MESC SPE 85/301.
3. For stem seals executed with toroidal sealing rings (“O”-rings) the groove dimensions
and surface finish shall be in accordance with BS 4518.
4. Graphitic material used for stem packing, gaskets and seals shall be in accordance
with MESC SPE 85/203.

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5. Carbon/graphite yarn used for valve stem packing shall be in accordance with
MESC SPE 85/204.
6. For buying descriptions specifying electroless nickel plating (ENP), MESC SPE 77/315
shall apply.
7. When ENP cannot be offered, seat pockets and area of stem bearing and stem seal
arrangement may be overlay welded with a stainless steel material.
8. The corrosion resistance of the bearing material shall at least be equal to the stem/trim
material.
9. If retaining tabs are applied for securing of valve parts, they shall be compatible with
the body material.
10. Material of the gearbox housing shall be nodular cast iron, carbon steel or equivalent
to the valve body material.

6.4 Forged Parts


Add the following to this clause:
1. Forged bodies and body connectors shall be forged close to final shape.
2. Valves may be manufactured from forged bar/billet material, within the limits specified
in ASTM A 961, except that bar material shall not be used for sizes > DN 100
(> NPS 4).
3. The extent of NDE for these valves shall be the same as that for forged valves.

6.5 Composition Limits


Replace entire clause with:
1. Unless specified otherwise, the restrictions in the chemical composition contained in
Clause 2.1 “Chemical Composition” of MESC SPE 77/302 apply to the pressure
containing and pressure controlling parts for each valve.

6.6 Toughness Test Requirements


Insert the following between the fifth and the sixth paragraph in this clause:
1. All pressure-containing parts in valves shall meet the toughness test requirements
contained in Clause 2.3 “Impact Testing” of MESC SPE 77/302.

6.7 Bolting
Add the following to this clause:
1. Bolting and other valve components shall not be cadmium plated.
2. Where galvanized bolts are specified, the requirements contained in
MESC SPE 81/007 shall be met.
Add new clause:

6.11 Heat Treatment


1. The heat treatment requirements contained in Clause 2.2 “Heat Treatment” of
MESC SPE 77/302 shall be met.

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7 Welding

7.2 Welding Procedure and Welder/Welding Operator Qualifications


Replace the 7th paragraph beginning “For weld overlay…”and subsequent paragraphs with
the following:
1. Weld overlay or clad welding with nickel-based alloys shall be in accordance with
MESC SPE 77/313.

7.3 Impact Testing


Replace the second paragraph with the following:
1. As a minimum, impact testing shall be carried out for the qualification of procedures for
welding on valves with a design temperature below -29 °C (-20 °F) and for welding on
valves of duplex stainless steel or martensitic stainless steel material.
Replace the seventh paragraph with the following:
2. The impact test temperature for welds and heat-affected zones shall be at or below the
minimum design temperature specified for the valve.
a. Duplex stainless steel shall be tested at -50 °C (-58 °F).
b. Martensitic stainless steel shall be tested at 21 °C (70 °F).
3. Impact test results for full-size specimens shall meet the requirements of (8.5).
a. If the material specification or the pipeline design standard requires higher
impact values than those shown in (8.5), the higher values shall apply.
Add the following to this clause:
4. The impact test requirement shall be in accordance with MESC SPE 77/302.

7.5 Repair
Add the following to this clause:
1. Austenitic stainless steel, duplex or nickel alloy valves may be repaired by welding, in
which case a further solution heat treatment shall be performed after the repair in
accordance with ASTM A743.
a. Repair welding of duplex and super duplex stainless steel valves shall be
subject to approval by the Principal.
2. For valves with CRA weld overlay cladding, the repair of defects shall be in
accordance with MESC SPE 77/313.
Add new clause:

7.7 Welding and Hard Facing Requirements


1. For valves with CRA weld overlay cladding, the welding shall be performed in
accordance with MESC SPE 77/313.
2. The additional welding and hard facing requirements contained in Clause 3 “Welding
and hard facing requirements” of MESC SPE 77/302 shall be met.
3. Butt welded end valves with or without pipe pups shall have their internals protected
from welding / grinding / cutting debris during field installation.

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8 Quality Control

8.1 NDE Requirements


Add the following to this clause:
1. Ferrite Number (FN) of weld metal for pressure retaining welds for forgings, castings
and plates shall be:
a. 100 % for austenitic stainless steel with a maximum design temperature
> 450 °C (> 842 °F) and/or a minimum design temperature < minus 101 °C
(< minus 150 °F) and/or in ASME Class 1500 and higher;
b. 5 % for other austenitic stainless steel, nickel based alloys or for valves
specified for severe cyclic service.
2. Hardness of weld metal for pressure retaining welds for forgings, castings and plates
shall be:
a. 100 % for values as specified as for severe cyclic service;
b. 5 % for valves made of carbon steel C-Mn or Cr-Mo steels in ASME Class
1500 and higher;
c. 5 % for valves made of carbon steel C-Mn or Cr-Mo steels in ≤ ASME Class
900 and for valves with a minimum design temperature <minus 29 °C
(<minus 20 °F);
d. 5 % for valves made for sour service or in case the material specification
covers any hardness restriction.

8.3 Qualification of Personnel


8.3.1 NDE Personnel
Add the following to this clause:
1. NDE personnel shall be qualified to Level II as a minimum.
8.3.4 Welding Inspectors
Add the following to this clause:
1. Welding Inspectors qualified through the American Welding Society shall, as a
minimum, be certified as a Welding Inspector or Associate Welding Inspector.
2. Welding Inspectors qualified through the International Institute of Welding shall, as a
minimum, be certified as an International Welding Practitioner.
3. Welding Inspectors qualified through The Welding Institute shall, as a minimum, be
certified as a Welding Inspector 3.0.

8.4 NDE of Repairs


Replace entire clause with the following:
1. Requirements for weld repair shall be in accordance with ASME B16.34, Section 8.4.

8.5 Weld End NDE


Replace entire clause with the following:
1. Where (8.1) specifies that weld ends be subjected to volumetric or surface NDE, the
examination and acceptance criteria shall be in accordance with Annex G.27.

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8.6 Visual Inspection of Castings


Replace entire clause with the following:
1. Visual examination shall be conducted on the entire, visible, internal and external
surface area of the valve components.
2. Visual examination shall be carried out in accordance with ASME V, Article 9.
3. The acceptance criteria for visual examination of forgings shall be in accordance with
the applicable ASTM standard.
4. The acceptance criteria for visual examination of castings shall be in accordance with
MSS SP-55 as follows:
a. Type 1: none acceptable;
b. Type 2 to 12: A and B only.
Add new clauses:

8.8 Corrosion Testing


1. The requirements for corrosion testing contained in Clause 2.4 “Corrosion Testing” of
MESC SPE 77/302 shall be met.

8.9 Microstructure Determination


1. The requirements for corrosion testing contained in Clause 2.5 “Microstructure
Determination” of MESC SPE 77/302 shall be met.

9 Pressure Testing

9.1 General
Add the following to this clause:
1. Where regulatory requirements exceed the test requirements in this document the
Principal shall specify the applicable test requirement.
2. A maximum of 10 % glycol corrosion inhibitor or a molecular level inhibitor additive
shall be added to liquid test media.
3. Test media reservoirs shall be drained and biocide flushed at least 1 time per annum.
4. Valve preparation shall be in accordance with the following:
a. Valve internals and test equipment/system shall be dry, thoroughly cleaned,
de-greased, dust, oil and sealant free and unpainted.
b. If necessary to prevent galling, the seating surfaces ONLY may be coated with
a thin film of oil having a viscosity not greater than that of kerosene.
c. Valves designed to permit emergency or supplemental introduction of an
injection sealant to the seat area shall be tested with the injection system
empty.
i. This does not apply to a valve that uses a lubricant as its primary seal
(e.g., lubricated plug valves).

9.2 Stem Backseat Test


Replace the second sentence of the second paragraph with the following:
1. The backseat shall then be closed and a minimum pressure of 1.5 times the pressure
rating determined in accordance with 5.2 for material at 100 °F (38 °C) applied for the
duration specified in Table 4.

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9.3 Hydrostatic Shell Test


Add the following to this clause:
1. The valve shall be isolated from the pressure source during testing.

9.4 Hydrostatic Seat Test


Add the following to this clause:
1. Valves with a gear operator or actuator shall be seat tested after assembly of the
operating mechanism.
9.4.1 Preparation
Add the following to this clause:
1. If a seat sealant system is provided, it shall not be used during the test.
9.4.4 Seat Test Procedures for Block Valves
9.4.4.4 Test of Cavity Relief Valve
Add the following to this clause:
1. Valves with self-relieving seats shall be tested that it does not exceed 133 % of the
pressure rating of the valve at its maximum specified design temperature.

9.6 Testing of Drain, Vent and Sealant Injection Lines


Add the following to this clause:
1. Drains, vents and sealant points, which may have been included for testing, shall be
blanked off.
Add new clauses:

9.8 Low-Pressure Gas Seat Test


1. For metal-seated ball valves, a low-pressure gas seat test shall be executed in
accordance with Annex H.3.3.
2. For metal-seated ball valves, the acceptance leakage rate shall be in accordance with
ISO 5208 Rate D.
3. For metal-seated through conduit gate valves, a low-pressure gas seat test shall be
executed in accordance with Annex H.3.3.
4. For metal-seated slab gate valves, the leakage rate shall not exceed ISO 5208 Rate B
with the following exception:
a. the leakage rate during the seat test in Clause H.4 shall not be more than two
times ISO 5208 Rate B.
5. For metal-seated expanding gate valves, the leakage rate shall not exceed
ISO 5208 Rate A.

9.9 High Pressure Gas Seat Test


1. For valves in gas service, the high pressure gas seat tests shall be executed in
accordance with Annex H.4.3.

10 Coating/Painting
Add the following to this clause:
1. Valves inside components shall be sprayed with Shell Ensis Oil grade N or equivalent.
2. Valve spindles shall be protected with Shell Ensis Compound CA or equivalent.

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3. Flange faces, holes for flange stud bolts, bolts, nuts and gaskets shall be preserved
with Shell Ensis Fluid grade S, T or V or equivalent.
4. Valve preservation shall be guaranteed by the manufacturer for outdoor storage for at
least one year.

11 Marking
Replace the 2nd sentence with:
1. Body marking shall be one of the following:
a. integral;
b. made by stamping with a low-stress die stamp on a flange rim (for flanged
valves) or on the valve body (for butt-weld valves).
Replace the 4th paragraph beginning “The marking on the body…” with:
2. Marking on the body closure/end connector and bonnet/cover shall not be less than
6 mm (0.0.25 in) in height.
3. The name plate minimum letter size shall be 3 mm (0.125 in) on valve sizes DN 50
(NPS 2) and larger.
4. For all valves DN 38 (NPS 1.5) and smaller the nameplate letter size shall be per the
manufacturer’s standard.
5. The nameplate(s) shall contain both metric and USC units.
Add the following to this clause:
6. Each flange shall be provided with a ‘SPE’ mark on the side that contains a single
piston effect seat and with a ‘DPE’ mark on the side that contains a double piston
effect seat.
7. Valves fitted with double-piston effect seats shall also be provided with an ‘HP’ mark
on the high-pressure side.

12 Preparation for Shipment


Replace second paragraph with:
1. Protective covers shall be made of plastic [at least 3 mm (1/8 in) thick] or metal with a
wooden backing.
a. Covers made from wood, or any other porous material shall not be in direct
contact with flange faces.
b. Covers shall be attached with at least 4 bolts of appropriate diameter.
c. Covers shall be designed to prevent ingress of water and dirt into the valve
during outdoor storage for at least one year.
2. External female threads in valve bodies shall be protected with steel plugs or shrink
steel plugs.
3. Application of non-metal plugs (plastic-made, for example) shall not be permitted.
Add the following to this clause:
4. Prior to packaging and shipment, valve internals shall be thoroughly cleaned and dried
and the surfaces free from test fluids, cleaning agents, loose particles and organic
substances.
5. All valves shall be stored in their own vapour barrier envelope with desiccant satches,
inside the original boxes or containers.
6. Valves equipped with a single-acting spring-return actuator shall be shipped in the fail-
safe position.

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7. Shut-off valves as part of the actuator assembly (valves isolating oil filters,
manometers, or pressure transmitters) shall be shipped and kept in the “open”
position.
a. Hydraulic lines shall be depressured.
8. When valves are shipped in the closed position, a warning sticker shall be visible on
the valve packing box/crate or container.
9. A metal tag shall be permanently attached to each valve, which clearly identifies job
number, purchase order line item number, serial number and valve tag number.
10. At site storage areas, valves shall be maintained inside of their packing until they are
issued for installation in the field.
11. When crates are to be opened prior to issue for field installation, sealant fittings, body
vent fittings, valve stem and gearbox shall be inspected immediately to verify no
damage has occurred during shipment.
12. After opening valve crates prior to issue for field installation, protection shall be
reinstated whenever necessary.
13. Valves shall be lifted by means of external slings at the positions as indicated by
manufacturer.
14. When handling valves, extreme care shall be taken, that sealant fittings, body vent
fittings, valve stem and or gearbox are not bent, pinched or otherwise damaged.
15. Valve lifting sketches and handling instructions shall be included inside valve crates in
order to ease lifting operations.
16. When a valve is removed from its crate or box, it shall not be placed directly on the
ground.

13 Documentation

13.1 Minimum Documentation and Retention


Add the following to the list of minimum documentation to be retained by the manufacturer:
i) purchase order and identification of valves by serial number or the manufacturer’s
code;
j) material test reports and inspection certificates, traceable by heat number to the
foundry or mill;
k) NDE reports, including sketches if necessary, showing the locations of examination
traceable by heat or serial number.
i. The retention period for NDE reports shall be 5 years.
ii. The retention period for radiographs shall be at least 12 months.
l) listing of applicable and authorised concessions, waivers and/or material
substitutions;
m) listing of applicable manuals (e.g., assembly or maintenance manuals).
Add the following to this clause:
1. If specified by the Principal, the manufacturer shall provide documentation prior to
shipment. Computerized data or photocopies of originals, which are verified and
signed by the QA/QC department, may be provided instead of originals.
2. All documentation shall be in English or accompanied by a certified translation in
English.

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Add new clauses:

15 Certification
1. The Manufacturer shall provide the following certificates:
a. All pressure containing parts (viz., body, bonnet and cover), as well as closure
member and, if applicable, seat rings, stem and bellows shall have an
inspection certificate in accordance with ISO 10474 type 3.1 or EN 10204
type 3.1
b. All non-metallic materials shall have a certificate of compliance in accordance
with ISO 10474 type 2.1 or EN 10204 type 2.1.
c. All testing and examination shall have an inspection certificate in accordance
with ISO 10474 type 3.1 or EN 10204 type 3.1.
d. The finished valve shall have an inspection certificate in accordance with
ISO 10474 type 2.1 or EN 10204 type 2.1 demonstrating that it complies with
all requirements.
2. The certificate(s) shall identify the valve type, size, class, end connection, serial
number(s), any additional requirement specified by the manufacturer or purchaser.

16 Valves Supplied to European Sites


1. If the valve is supplied to an end user in a European member state or country in the
European Free Trade Association, the following requirements shall apply:
a. All valves shall meet the requirements of the Pressure Equipment Directive
(PED) EU 97/23/EC (May 1997).
b. Low temperature carbon steel valves shall be impact tested according to one
of the following:
i. Tested at a temperature of -50 °C (-58 °F). The absorbed energy, as
given in the steel certificate, shall exceed 27 J (20 ft lbs) for standard
size specimens of 10 mm x 10 mm (0.39 in x 0.39 in).
ii. Tested at a temperature of -46 °C (-50 °F). The absorbed energy, as
given in the steel certificate, shall exceed 33 J (24 ft lbs) for standard
size specimens of 10 mm x 10 mm (0.39 in x 0.39 in).
c. Steel valves > DN 25 (> NPS 1) shall be subject to conformity assessment
procedures applicable to Category III requirements and certified accordingly.
d. All safety valves and valve actuator assemblies, designed as safety
accessories shall be subject to conformity assessment procedures applicable
to Category IV requirements and certified accordingly.
e. The inspection certificates shall be in accordance with EN 10204.
2. Materials shall comply with the requirements of PED, Paragraph 4, Annex 1, 97/23/EC.

17 Witnessing By the Principal


1. The Principal shall specify if, and to what extent, the Principal or the designated
representative will witness the manufacturer’s inspections and tests and/or will perform
a document review before shipment.

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Annex F (normative) Qualification of Heat-treating Equipment

F.4 Instruments
Add new clause:
F.4.4 Records
1. Records of furnace calibration and surveys shall be maintained for a period of not less
than 2 years.

Annex H (normative) Supplementary Test Requirements

H.1 General
Replace entire clause with:
1. The supplementary testing requirements specified in H.6 and H.13 of this Annex shall
be executed.
2. The supplementary testing requirements specified in H.3.3 and H.4 of this Annex are
applicable to valves specified for gas service.
3. Unless specified otherwise, other supplementary testing requirements specified in this
Annex are not applicable.

H.6 Torque/Thrust Functional Testing


Replace the final sentence with:
1. The measured torque or thrust results shall be less than 75 % of the valve design
torque or thrust as outlined in H.6 a) to d) above, as specified by the Manufacturer.
Add new clauses:

H.13 Hydrogen-Induced Cracking Test


1. Process-wetted and pressure-containing parts that are manufactured, fabricated or
formed from plate shall be resistant to hydrogen-induced cracking (HIC).
a. This shall be demonstrated by successful HIC testing in accordance with
MESC SPE 74/125.

H.14 Functional Test for Actuated Valves


1. Actuated valves shall be subjected to a functional test.
2. The valve shall be opened and closed by its own actuator for 6 cycles to prove its
function.
3. The minimum and maximum time to fully open or close the valve shall be as specified
by the Principal.

Annex O (informative) Purchasing Guidelines

O.3 Pressure Relief


Replace second paragraph with the following:
1. The Principal shall specify whether to fit pressure-relief provisions in the valve in
accordance with 5.8.

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PART IV REFERENCES
In this DEP, reference is made to the following publications:
NOTES: 1. Unless specifically designated by date, the latest edition of each publication shall be used,
together with any amendments/supplements/revisions thereto.
2. The DEPs and most referenced external standards are available to Shell staff on the SWW (Shell
Wide Web) at http://sww.shell.com/standards/.

SHELL STANDARDS
DEP feedback form DEP 00.00.05.80-Gen.
Definition of temperature, pressure and toxicity levels DEP 01.00.01.30-Gen.
Selection and procurement of actuators for on/off valves DEP 32.36.01.18-Gen.
Control valves – Selection, sizing and specification DEP 32.36.01.17-Gen.
Hydrogen induced cracking sensitivity test MESC SPE 74/125
(amendments/supplements to NACE TM0284)
Procedure and technical specification for type acceptance testing MESC SPE 77/300
(TAT) of industrial valves
Valves – General requirements MESC SPE 77/302
Fugitive emission production testing (amendments/supplements MESC SPE 77/312
to ISO 15848-2)
Valves with Corrosion Resistant Alloy (CRA) weld overlay cladding MESC SPE 77/313
Autocatalytic (electroless) nickel phosphorus plating of sealing MESC SPE 77/315
surfaces for wear resistance or anti-galling coating
Covered serrated metal (camprofile) gaskets MESC SPE 85/100
(amendments/supplements to EN 12560-6)
Graphitic packing material (amendments/supplements MESC SPE 85/203
to ASTM F 2168)
Packing material, graphite and carbon braided yarn MESC SPE 85/204
(amendments/supplements to ASTM F 2191)
Toroidal sealing ring (o-ring) test procedure MESC SPE 85/301
(amendments/supplements to NORSOK M-710)
Coating requirements for bolts and nuts (amendments/supplements MESC SPE 81/007
to ASTM B841)
Shell HSSE & SP Control Framework, Design Engineering Manual DEM1
(DEM) 1 – Application of Technical Standards
https://eu001-
sp.shell.com/sites/AAAAA8432/CF/Web/Design Engineering Manual 1 DEM1.aspx

AMERICAN STANDARDS
Fire Test for Quarter-turn Valves and Valves Equipped with API STD 607:2010
Nonmetallic Seats - Sixth Edition
Specification for Pipeline and Piping Valves API SPEC 6D:2014
(24th edition)
Specification for Fire Test for Valves – Third Edition API SPEC 6FA:R2011
Pipe Flanges and Flanged Fittings: NPS ½ Through NPS 24 ASME B16.5:2013
Metric/Inch Standard
Valves – Flanged, Threaded, and Welding End ASME B16.34:2013

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Large Diameter Steel Flanges: NPS 26 Through NPS 60 Metric/Inch ASME B16.47:2011
Standard
Process Piping- Includes Interpretation 24 ASME B31.3:2014
Gas Transmission and Distribution Piping Systems ASME B31.8:2014
Section V Nondestructive Examination ASME SEC V:2015
ASME Boiler and Pressure Vessel Code, Division 1, Rules For ASME VIII
Construction of Pressure Vessels
Standard Specification for Castings, Iron-Chromium, Iron-Chromium- ASTM A743:2013 (E 2014)
Nickel, Corrosion Resistant, for General Application
Standard Specification for Common Requirements for Steel Flanges, ASTM A961:2015
Forged Fittings, Valves, and Parts for Piping Applications
Standard For AWS Certification of Welding Inspectors AWS QC1:2007
Quality Standard for Steel Castings for Valves, Flanges and Fittings MSS SP-55:2011
and Other Piping Components — Visual Method for Evaluation of
Surface Irregularities

BRITISH STANDARDS
Specification for Metric Dimensions of Toroidal Sealing Rings BS 4518 + A2: (R 2012)
(“O”-Rings) and Their Housings
Testing of Valves Part 2: Specification for Fire Type-Testing BS 6755-2
Requirements

EUROPEAN STANDARDS
Metallic products - Types of inspection documents EN 10204:2006
Industrial Valves - Method for Sizing the Operating Element EN 12570:2000
Directive of the European Parliament and of the Council on the EU 97/23/EC CORR:2011
Approximation of the Laws of the Member States Concerning
Pressure Equipment
NOTE: Commonly known as the European Pressure Equipment Directive(PED)

INTERNATIONAL STANDARDS
Pipe threads where pressure-tight joints are not made on the threads ISO 228-1:2000
- Part 1: Dimensions, tolerances and designation
Industrial valves - Pressure testing of metallic valves – Fourth Edition ISO 5208:2015
Industrial Valves - Part-Turn Actuator Attachment – First Edition ISO 5211:2001
Steel and Steel Products – Inspection Documents – Second Edition ISO 10474:2013
Testing of Valves Fire Type-Testing Requirements – Third Edition ISO 10497:2010
Petroleum and Natural Gas Industries – Pipeline Transportation ISO 13623:2009
Systems – Second Edition
Petroleum and natural gas industries - Pipeline transportation ISO 13847
systems - Welding of pipelines
Petroleum and natural gas industries - Materials for use in H2S- ISO 15156:2009
containing environments in oil and gas production – all parts
Materials Resistant to Sulfide Stress Cracking in Corrosive NACE MR0103:2012
Petroleum Refining Environments - Item No. 21305
Plating, Silver Nickel Strike, High Bake SAE AMS2410K

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