Petronas Technical Standards: Product Acceptance Test (PAT) For Valves

PETRONAS TECHNICAL STANDARDS
Product Acceptance Test (PAT) for Valves
PTS 12.32.07
June 2017
© 2017 PETROLIAM NASIONAL BERHAD (PETRONAS)

All rights reserved. No part of this document may be reproduced, stored in a retrieval system or transmitted in any form
or by any means (electronic, mechanical, photocopying, recording or otherwise) without the permission of the copyright
owner. PETRONAS Technical Standards are Company’s internal standards and meant for authorized users only.
PTS 12.32.07
PRODUCT ACCEPTANCE TEST (PAT) FOR VALVES June 2017
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FOREWORD
PETRONAS Technical Standards (PTS) has been developed based on the accumulated knowledge,
experience and best practices of the PETRONAS group supplementing National and International
standards where appropriate. The key objective of PTS is to ensure standard technical practice across
the PETRONAS group.
Compliance to PTS is compulsory for PETRONAS-operated facilities and Joint Ventures (JVs) where
PETRONAS has more than fifty percent (50%) shareholding and/or operational control, and includes
all phases of work activities.
Contractors/manufacturers/suppliers who use PTS are solely responsible in ensuring the quality of
work, goods and services meet the required design and engineering standards. In the case where
specific requirements are not covered in the PTS, it is the responsibility of the
Contractors/manufacturers/suppliers to propose other proven or internationally established
standards or practices of the same level of quality and integrity as reflected in the PTS.
In issuing and making the PTS available, PETRONAS is not making any warranty on the accuracy or
completeness of the information contained in PTS. The Contractors/manufacturers/suppliers shall
ensure accuracy and completeness of the PTS used for the intended design and engineering
requirement and shall inform the Owner for any conflicting requirement with other international
codes and technical standards before start of any work.
PETRONAS is the sole copyright holder of PTS. No part of this document may be reproduced, stored
in a retrieval system or transmitted in any form or by any means (electronic, mechanical, recording
or otherwise) or be disclosed by users to any company or person whomsoever, without the prior
written consent of PETRONAS.
The PTS shall be used exclusively for the authorised purpose. The users shall arrange for PTS to be
kept in safe custody and shall ensure its secrecy is maintained and provide satisfactory information
to PETRONAS that this requirement is met.
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Table of Contents
1.0 INTRODUCTION ................................................................................................... 4
1.1 SCOPE ........................................................................................................................... 4
1.2 GLOSSARY OF TERM ..................................................................................................... 4
1.3 SUMMARY OF CHANGES .............................................................................................. 8
2.0 PROCEDURE AND TECHNICAL SPECIFICATION ...................................................... 9
2.1 GENERAL ....................................................................................................................... 9
2.2 TEST FACILITIES ............................................................................................................. 9
2.3 HSE PRECAUTIONS........................................................................................................ 9
2.4 VALVE QUALIFICATION AND ACCEPTANCE ................................................................ 10
2.5 CERTIFICATION ........................................................................................................... 10
3.0 BIBLIOGRAPHY ...................................................................................................11
APPENDIX A: EVALUATION OF THE VALVE DESIGN AND DESIGN DOCUMENTATION. ......12
APPENDIX B: QUALITY VERIFICATION.............................................................................16
APPENDIX C: PERFORMANCE VALIDATION .....................................................................19
APPENDIX D: PAT RESULTS TABLE ..................................................................................54
APPENDIX E: TABLE OF CONTENT FOR PRODUCT ACCEPTANCE TEST (PAT) DATA BOOK ..55
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1.0 INTRODUCTION
This PTS specifies the technical requirements for Product Acceptance Test (PAT) of standard
valves in piping class based on PETRONAS lesson learnt and best practices.
1.1 SCOPE
1.1.1 This PTS specifies the minimum requirements and methods for evaluating the performance
of industrial valves when they are exposed to the limits of their design conditions. The
performance requirements establish limits of acceptability of a valve, regardless of size or
pressure rating.
1.1.2 This PTS specifies product acceptance testing requirements and 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.
1.1.3 Valve prototype or equivalent test results accepted by other major oil and gas companies
may be acceptable subject to Owner’s review and approval. For valve size range or pressure
range or temperature range that not covered in the certification, PAT shall be carried out by
the manufacturer using manufacturer’s valves or Owner’s procured valves after Purchase
Order (PO) been placed.
1.1.4 Use of this PTS considers that the execution of its provisions is entrusted to qualified and
experienced personnel, as it calls for procedures that may be injurious to health if adequate
precautions are not taken. This PTS relates only to technical suitability and does not release
the user from legal obligations relating to health and safety at any stage of the procedure.
1.1.5 The following valves are excluded from this PTS:
i. Fluid Catalytic Cracking (FCC) slide valves;
ii. Pressure and Temperature relief devices;
iii. Choke Valves;
iv. Refractory-lined Valves.
1.2 GLOSSARY OF TERM
1.2.1 General Definition of Terms & Abbreviations
Refer to PTS 00.01.03 for PTS Requirements, General Definition Of Terms, Abbreviations &
Reading Guide.
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1.2.2 Specific Definition of Terms
No Term Definition
1 Back seat A feature within linear motion valves, where an integral seat
within the stem can be back seated against the bonnet.
2 Bellows sealed Type of seal that utilizes bellows for providing positive metallic
sealing. The ends of the bellows are fastened to the bonnet
and closure member/stem.
3 Body cavity A feature for double seated valves meant to equalise the pressure in
pressure relief the valve cavity with the line pressure.
4 Carcinogenic A substance or agent causing cancer.
5 Clean service Fluids free from solids.
6 Closure member Moving part of the valve which closes off the seat, e.g., ball,
disc, gate, etc.
7 Dirty service Fluids with solids that can deposit, compact, solidify, erode,
scour and seriously impair the performance of valves unless
the correct type is selected.
8 Double block and Configuration of valves, which includes two valves in series and
bleed has a bleed valve in between. Total isolation of the pipework
is achieved when both valves are closed and the bleed is open.
9 Downstream The ball valve seat can be energized by upstream pressure or

seated/ by body cavity pressure (Double Piston Effect or DPE).
downstream
seating
10 Emission class Classification of the external leakage rate of the valve.
11 Extended bonnet Extension used when the media is at high or low temperatures
to isolate the gland from the high or low temperature. The
extension can also be required to locate the gland outside the
insulation.
12 Floating ball Ball valve in which the ball is not rigidly held on its rotational
axis and so is free to float between the seat rings.
13 Fouling / scaling Liquids or slurries, carrying suspended particles that may form
service a deposit on surfaces or build up in pockets within a valve.
These may seriously impair the performance of valves unless
the correct type is selected.
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No Term Definition
14 Full bore Valve in which the bore (port) is equal to the bore of the
connecting pipe.
15 Linear motion Valve that has a sliding stem that pushes the obturator closed
or pulls it open. They are capable of being adapted to bellows
sealed. See also rising stem.
16 Needle valve Manual flow-regulating valve which gives a small aperture

change relative to the stem travel.
17 Non-return valve Valve that allows fluid flow in only one direction. Also known
as check valve.
18 On-off valve Basic operation of a valve to start or stop the flow of a fluid,
also referred to as isolating or stop valves.
19 OSY (Outside Non-rotating, linear motion stem, where the threads are
screw and yoke) outside the valve body and not subjected to possible negative
effects of the process fluid.
20 Piggable Pipeline system which allow operation/intelligent pig to run

through. Full bore valve suitable for running a pig.
21 Positive body Dedicated feature within a double seated valve which gives an
cavity relief actual connection of the close valve cavity with either the high
pressure or low pressure side of the valve.
22 Pressure seal Design of bonnet/cover where the body to bonnet/cover seal

bonnet/ cover is pressure assisted.
23 Product Performance requirement in PMRC to qualify the design and is

Acceptance Test also a required step before manufacturers and products are
accepted for PETRONAS usage
24 Qualification Valve that is selected for PAT to qualify for certain range of
Range size, material, pressure rating and temperature
25 Quarter turn Valve (such as ball, plug, butterfly) which requires a 90 degree
operation of the stem to move from the fully open to the fully
closed position.
26 Reduced bore Valve in which the bore (port) is smaller than the bore of the
connecting pipe.
27 Retainer-less Check valve without drilled holes through the body to facilitate
the assembly of the valve.
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No Term Definition
28 Rising stem Non-rotating, linear motion stem, where the threads are
outside the valve body and not subjected to possible negative
effects of the process fluid.
29 Safety/relief valve Pressure relief valve that is designed to relieve excessive

pressure.
30 Seat Part of a valve against which a closure member effects a tight

shutoff, or a rate of shut-off, the material can be soft
(polymeric/ elastomeric) or metallic, or a combination of both.
31 Shut-off capability A valves ability to give leak tight shut-off (TSO) when closed for
different types of fluid.
32 Third Party Third Party appointed by owner to performed the design

Certification document review and witness all required testing and also
Authority issued the acceptance certificate
33 Throttling Intentional restriction of flow by partially closing or opening a

valve.
34 Torque seated Valves where the operator can apply more torque to seat the
valve valve
35 Trunnion Part of a ball valve which holds the ball on a fixed axis and
which allows the ball to turn.
36 Upstream seated/ The ball valve seat is energized by upstream pressure only
upstream seating (Single Piston Effect or SPE)
37 Validation Testing Validate the manufacturing and testing with the design
38 Valve A device that regulates, directs or controls the flow of a fluid

(gases, liquids, fluidized solids, or slurries) by opening, closing,
or partially obstructing various passageways.
Variety of valves types, sizes, and pressure classes are

designed to perform the following flow conditions:
i. On and off (quarter turn and linear motion valves).

ii. Regulating (throttling valves).
iii. Emergency shut-down and blow down (actuated on-off
valves).Excluding actuator.
iv. Back-flow prevention (non-return valves).
Table 1.1: Specific Definition of Terms
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1.2.3 Specific Abbreviations
No Abbreviation Description
1 BTO Break to Open
2 ETC End to CLose
3 FE Fugitive Emissions
4 GA General Arrangement
5 MAR Mandatory Additional Requirement
6 NDT Non-Destructive Testing
7 OEM Original Equipment Manufacturer
8 PMRC Petronas Material Reference Code
9 TSO Tight shut off

Table 1.2: Specific Abbreviations
1.3 SUMMARY OF CHANGES

This is a new PTS.
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2.0 PROCEDURE AND TECHNICAL SPECIFICATION
2.1 GENERAL
2.1.1 This PTS specifies product acceptance testing requirements and a product 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.
2.1.2 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.
2.1.3 Body cavity pressure relief shall be provided.
2.1.4 Successful completion of the PAT according to this PTS shall be documented by a PAT test
report and a “Certificate of Acceptance” issued by third party certification authority.
2.2 TEST FACILITIES
2.2.1 The valves shall be tested at the Manufacturer’s plant utilizing their own test facilities or at
a designated third party test facility.
2.2.2 If an third party testing facility is used, the Manufacturer/Supplier shall be responsible for
supplying all pre-test documentation.
2.2.3 The designated outside test facilities shall be approved by Owner. Testing performed at the
Manufacturers’ plant or third party testing facility shall be witnessed by Owner or its
appointed representative.
2.2.4 Personnel performing emission testing shall be qualified in accordance with the
manufacturer's documented training programme that is based on the Level 1 requirements
specified in ISO 9712 and ASNT SNT-TC-1A for the tracer gas method.
2.3 HSE PRECAUTIONS
2.3.1 Testing of valves is potentially hazardous and it is essential that the safety of personnel be
given prime consideration. Given the nature of this test and the possibility of weaknesses in
the design of the test equipment, hazardous release of pressurized fluid could occur.
2.3.2 Adequate shields or barriers in the area of the test enclosure and other appropriate means
for the protection of personnel shall be provided.
2.3.3 The test facilities shall be designed to ensure that all the test conditions are conducted in a
safe and protected environment e.g. test bunkers, test cells, and/or monitoring systems to
allow safe distance of test personnel.
2.3.4 It is the responsibility of the Manufacturer to analyse the hazards resulting from the pressure
and temperatures and take proper safety precautions. All applicable safety regulations shall
be complied with.
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2.3.5 All equipment shall have validated calibration certificates that verifies its suitability to
withstand the minimum and maximum pressures and temperatures in the testing
environment.
2.3.6 Hoses or pipes used for inlet and outlet supply of test medium shall be suitable for maximum
pressures and temperatures. Where hoses are used, appropriately designed couplings shall
restrain the hoses to prevent detachment from the test rig in the event that a blow-out
occurs.
2.3.7 Photographs and layout plans of the test facilities shall be submitted to the party witnessing
the test at least one week prior to commencing the test.
2.4 VALVE QUALIFICATION AND ACCEPTANCE
2.4.1 The PAT is considered to have passed, when the individual tests as prescribed in Appendix C
of this PTS are successfully executed. Appendix C provides details on examination procedures
and acceptance criteria.
During the tests, all observations, results and findings shall be recorded by the Manufacturer
(if the testing is performed in his own facility), or by the designated third party test
facility/laboratory, in the respective format in PAT Results Table.
2.5 CERTIFICATION
2.5.1 Successful completion of the product acceptance test according to this PTS shall be
documented in a test certificate. This certification only qualifies the manufacturing location
or plant where the valves were made. Therefore, even if a Manufacturer produces identical
valves at other locations or plants, these other locations or plants will require independent
PAT certification in accordance with this PTS.
2.5.2 PAT test results accepted by Owner shall remain valid for a period of 5 years, starting from
the approval of the test report, provided there are no significant changes as described in
Appendix B in terms of design or manufacturing procedures or materials of construction or
facilities. After this period the certification shall be renewed by review of Owner’s
experiences with the particular valve product or by re-testing.
2.5.3 Certification of valves may remain valid due to changes of any item for which this PTS was
intended to qualify, provided that the Manufacturer notifies Owner and complies with any
additional requirements or testing Owner may specify.
2.5.4 Owner has the right to request a re-test if the certification of valves has been voided. The re-
test shall be subject to the same requirements as specified in this PTS. Unless agreed
otherwise, the re-test shall take place at the same testing facility where the previous test
was carried out.
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3.0 BIBLIOGRAPHY
In this PTS, reference is made to the following Standards/Publications. Unless specifically

designated by date, the latest edition of each publication shall be used, together with any
supplements/revisions thereto:
PETRONAS TECHNICAL STANDARDS

Index to PTS PTS 00.01.01
Requirements, General Definition of Terms, Abbreviations PTS 00.01.03

& Reading Guide
INTERNATIONAL STANDARDS
Process Valve Qualification Procedure API RP 591
Metallic Gaskets for Pipe Flanges: Ring-Joint, Spiral-Wound, ASME 16.20

and Jacketed
Valves Flanged, Threaded and Welding End ASME 16.34
Large Diameter Steel Flanges: NPS 26 through NPS 60 ASME 16.47

Metric/Inch Standard
Process piping, ASME code for pressure piping, B31 ASME B31.3
Nondestructive Examination ASME V
Petroleum and Natural gas industries – Pipeline ISO 14313

transportation systems testing – Pipeline valves
Industrial valves – Pressure testing of metallic valves ISO 5208
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APPENDIX A: EVALUATION OF THE VALVE DESIGN AND DESIGN DOCUMENTATION.
A1.0 INTRODUCTION
A1.1 The objective of valve design evaluation is to assess compliance of manufacturer

products with applicable PMRC specifications, Mandatory Additional Requirements
(MAR) and International/industry standards. Accepted valve designs have been pre-
engineered and are considered fit-for-purpose for supply to projects against the PMRC
specification as detailed on the data requisition sheets and require no further
engineering or approval by the Contractor or Owner.
A1.2 The documentation requirements specified in clause A2.0 below cover the
requirements listed in section 6.1 of API RP 591, which is endorsed as amended and
supplemented in Appendix B of this PTS.
A2.0 DOCUMENTATION REQUIREMENTS
A2.1 This Appendix specifies Owner’s requirements for evaluation of the valve design and
documentation for the purpose of valve qualification and acceptance. Before
performing the quality and performance validation processes, the Manufacturer shall
submit the following documentation to be approved by a Third Party and Owner for
evaluation:
i. Relevant design drawings, calculations, etc., for the valves intended for
qualification;
ii. Written and signed responses of the Technical Query against PTS requirements
for the valves intended for qualification;
A2.2 The manufacturer shall obtain all the necessary documents, PMRC specifications and
MAR in order to compile the Design Package for PAT.
A2.3 All drawings and design documents applicable to the technical design evaluation shall be
approved by a reputable Third Party which shall be from any of the following prior to
submission to Owner:
i. Det Norske Veritas and Germanischer Llyold (DNV GL),
ii. American Bureau of Shipping (ABS Group),
iii. Llyod’s Register,
iv. Bureau Veritas (BV), or
v. Technischer Überwachungsverein (TüV)

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Third Party inspector’s resume shall be submitted to Owner for review and
acceptance.
A2.4 All documents and drawings shall be in English, or shall be accompanied by a certified
English translation.
A2.5 All documents submitted to Owner are considered and treated as confidential
information.
A3.0 TECHNICAL EVALUATION DOSSIER (TED)
A3.1 The design package shall be provided by the manufacturer and shall consist of the
following instructions:
A3.1.1 TED 1: Comments list on PMRC.
i. Listing of the manufacturers’ deviations and/or comments if any, with respect

to the applicable design standard and additional design requirements of the
PMRC and MAR.
A3.1.2 TED 2: Cross reference list PMRC number/ manufacturers drawings.
i. Cross reference lists showing PMRC code numbers for the valves along with
manufacturer's unique valve identifications, nominal sizes, pressure class
ratings, applicable General Arrangement(GA) drawings numbers and material
lists.
ii. GA drawings, offered for examination, shall:

a. Be of the latest issue and approved by an authorised person of the quality
department.
b. Show all information regarding the design i.e. seal details, materials of
construction (showing full industry standard and grade/type i.e. ASTM
grade, AISI alone is not acceptable), temperature range minimum/maximum
(the engineering standards used to obtain the temperature values shall be
noted on the drawing) and hardness ranges minimum/maximum of critical
materials and dimensions.
A3.1.3 TED 3: List of assembly and/ or finished machine part drawings
i. The drawings shall be of the latest issue, dated and approved by an authorised
person of the quality department. Purpose of this drawing is to identify and
freeze on drawings that form part of the accepted valve design.
A3.1.4 TED 4: Valve and size selection (designation of valves)

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i. Valve and size selection documents shall be used for the selection of finished
machine part drawings to be reviewed. The selection shall be made prior to or
during the pre-evaluation meeting and agreed between Owner and the
manufacturer.
A3.1.5 TED 5: List of calculations
i. The strength and capability of pressure containing parts and other valve
components such as closure members, stems, body and bonnet connections,
weakest part of the drive train shall be proven and calculations shall be provided
together with the results of certified proof tests, carried out by an independent
laboratory.
A3.1.6 TED 6: List of miscellaneous documents
i. For all valve makes/styles and each valve size and pressure rating subject to this
evaluation the list of miscellaneous documents shall include:
a. Forces and torque requirements, (min./max. design torques for seating

valve
b. Wall thickness,
c. Flow characteristics,
d. Testing and inspection procedures, material application techniques such
as welding, hard facings, repairs and heat treatment.
e. Certified test reports, (e.g. production, corrosion testing, fire safe, low
temperature, fugitive emissions, torque, bellows cycling and cryogenic
tests).
f. Typical drawings of (e.g. body markings, name plates, brackets for gear
boxes / actuators).
A3.1.7 TED 7: List of attached information
i. This list is for (general) information or additional documents, including all

certifying body approvals, project reference lists of valves supplied to the
petroleum, petrochemical and natural gas industries.
A4.0 DESIGN EVALUATION
A4.1 Valve makes, types and styles shall be evaluated to determine their technical conformity
with:
i. The requirements as defined in International/industry standards for

manufacturing of valves
ii. The additional requirements and restrictions as specified in the applicable PMRC
MAR
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iii. Acceptability of deviations to standards where different selections and technical

solutions have been made for the purpose of standardisation and variety
control, without affecting functional performance requirements or integrity of
the valves
iv. Materials of construction, including material pairing of parts in moving contact

to avoid excessive friction, wear and galling, galvanic corrosion between
dissimilar materials and materials compatibility with external and internal
environment
v. Testing requirements and testing standards
vi. Agreement on the manufacturer's procedures for statistical process control
vii. Identification and acceptance of sub-suppliers
viii. Documentation supplied with valves
ix. Documentation held by vendor
x. Certification requirement
xi. Application boundaries (correlation of manufacturer's valve products with PMRC

ranges)
A5.0 VALIDITY
A5.1 Changes to the design, materials of construction, sealing material and gaskets, quality
control procedures and/or sub-suppliers shall void the PAT design verification, unless
formal approval is obtained from Owner and the manufacturer complies with any
additional requirements Owner may specify.
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APPENDIX B: QUALITY VERIFICATION
B1.0 This Appendix specifies Owner’s requirements for quality verification and technical
audit of industrial process valves and manufacturers for the purpose of valve
qualification and acceptance.
B1.1 This Appendix is written as amendments and supplements to API RP 591:2014.
B1.2 The clause numbering of API RP 591:2014 has been retained and any amendments
are identified as ‘Add’, ‘Modify to read’ or ‘Delete’. Any clauses of API RP 591:2014
that are not amended or supplemented by this Appendix shall apply as written.
Main Sub Remarks

clause clause
2 Normative References
Add paragraph:
Valves made to the following International Standards shall also be
evaluated for compliance to their respective standards: ISO 10434, ISO
14313, ISO 15761, ISO 17292, EN 12288. Valves shall also be evaluated
for compliance to: ISO 5208, EN 12266-1 and EN 12266-2.
6 Valve qualification
Rephrased to read:
6.2 The manufacturer may engage an independent qualification facility, to
perform the inspections, examinations, and tests described in this section.
Alternatively, all inspections, examinations, and tests described in this
section shall be performed at the manufacturer's facility. The facility(s)
used shall be mutually agreeable to the purchaser and the manufacturer.
The qualification facility staff responsible for testing shall include a
degreed or licensed metallurgical engineer or mechanical engineer.
The qualification facility(s) shall be equipped and capable of performing,

or supervising the performance of NDT, physical tests, corrosion tests and
chemical analyses on materials.
The qualification facility staff shall be familiar with the PETRONAS PMRC /
PMRC MAR and the applicable ISO, EN, ASME, NACE and with the codes,
standards, and specifications referenced in those standards.
The facility’s proposed program shall cover the following:
a) qualifications of the personnel performing the inspections and tests;

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Main Sub Remarks

clause clause
Personnel performing emission testing shall be qualified in accordance
with the manufacturer's documented training programme that is based on
the Level 1 requirements specified in ISO 9712, EN 473 or ASNT SNT-TC-1A
for the tracer gas method.
b) test details and format used to present the results of the tests;
c) number, sizes, pressure classes for each type of valve examined (see
Appendix C of this PTS); and
d) source of the test valves and test valves selection method.
6.3 Selection of valves

6.3.1 Add paragraph:
Upon selection, valves shall be marked by suitable means to prevent
tampering with the selected valves (e.g., bar-coded stickers at the body-
to-bonnet joint, etc.) until the testing laboratory receives the valves.
6.3.2 Rephrased to read:

It is expected that the manufacturer shall have sufficient stock from which
a random sampling of their valve products to be qualified, may be selected.
Reduced sample lot may be agreed upon by the purchaser or owner and
manufacturer. Selected valves shall be clearly identified. Once testing
commences, testing shall be limited to the randomly selected sample lot
with no substitutions. Random sampling shall include the selection from
Appendix C of this PTS.
6.4 Required inspection and testing

6.4.6 Add sentence:
The strength test for the stem shaft-to-closure element maybe waived if
the Manufacturer provides sufficient evidence to prove the adequacy of
the design to the satisfaction of the purchaser or owner (e.g., design
calculations, results of previous destructive testing, etc.)
6.4.10 Add sentence:

The hammer test may be waived if the Manufacturer provides sufficient
evidence to prove the adequacy of the design to the satisfaction of the
purchaser or owner (e.g., design calculations, results of previous
destructive testing, etc.)
6.4.11 Add sentence:

The hand wheel torque test may be waived if the Manufacturer provides
sufficient evidence to prove the adequacy of the design to the satisfaction
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Main Sub Remarks

clause clause
of the purchaser or owner (e.g., design calculations, results of previous
destructive testing, etc.)
7 Post qualification
c. Add sentence:
7.2 (Changing type, materials or brand of packing and design of body/bonnet
plus body/joint gaskets voids the FE of PAT described in Appendix C of this
PTS)
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APPENDIX C: PERFORMANCE VALIDATION
This Appendix specifies requirements, procedure and acceptance criteria for performance
validation testing of valves.
C.1.0 SELECTION OF VALVES AND QUALIFICATION RANGE
C.1.1 Valves selected for performance validation testing should have successfully passed the
quality verification testing described in Appendix B to the satisfaction of Owner. However,
the required material tests and examinations specified in 6.4.5 to 6.4.12 and Table 1 of API
591:2014 shall be executed after successfully passed PAT. All selected valves shall be clearly
identified.
C.1.2 The range of valve sizes and pressure classes to be qualified shall be in accordance with
Tables C.1a and C.1b below as a guideline. Alternative valves may be selected in consultation
between Owner and the Manufacturer. The indicated selected valve “S” is the most optimum
for the qualification range.
C.1.3 As a general rule, when a valve has been successfully tested and passed PAT, it will qualify
nominal valve sizes three (3) sizes smaller and two (2) sizes larger, based on the size of the
internal flow bore diameter. PAT on any small bore valve ≤ DN50 qualify all valves ≤ DN50
refer to Table C.1a.
C.1.4 Tables C.1a and C.1b considered only if valve designs are identical in terms of design
standard, construction , geometry, fit, form and function, tolerances, stem packing
designs/types, anti-friction, anti-galling measures. The Manufacturer shall submit relevant
documentation to demonstrate that the valve designs are identical.
Sizes Pressure Classes
DN 150 300 600 900 1500 2500
15
20
25 S S S
40
50
Table C.1a Qualification range for valve DN 50 and smaller.

DN 150 300 600 900 1500 2500
80
100
150 S S S
200
250
300 S S S
350
400
Table C.1b Qualification range for valve DN 80 and larger.
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Group 1 Group 2 Group 3
450 S S S
500
600
750
900 S S S
1050
1200
1400
1600 S S S
1800
2000
Table C.1b Qualification range for valve DN 80 and larger (continued).
Qualification groupings shall be as defined below:

Group 1: Class 600 qualifies classes 150, 300, 600 and 800 1)
Group 2: Class 1500 qualifies classes 900 and 1500 1)
Group 3: Class 2500 qualifies only class 2500
Group 4: Pressure seal valves Class 900 qualifies classes 600, 900 and 1500 1)
1)
Provided that the designs, geometry and functionality are identical.
Certain valve types and production ranges may not be produced in the above class
qualification groupings. In such cases the following rules apply:
I. Group 1: If class 600 is not produced then class 300 qualifies classes
150 and 300.
II. Group 2: If class 1500 is not produced then class 900 qualifies only
class 900.
III. Group 4: If class 900 is not produced then class 600 qualifies only
class 600 and class 1500 qualifies only class 1500. Class 2500
qualifies only class 2500.
Valves that successfully passed PAT, qualify a range of similar valves based
on:
I. Design – all valve types identified by the same PAT are qualified,
provided that the manufacturer confirms identical design;
II. Fugitive emission class – FE class A(HS) also qualifies FE class B,
but only if the packing style of the class B valve is identical to the
tested class A(HS) valve;
III. Criticality class - higher criticality classes qualify lower classes
material
IV. Design temperature range (+200 °C also qualifies +210 °C, +400 °C
also qualifies +450°C);
V. Bolted bonnet qualifies welded bonnet;
VI. Bi-directional valves also qualify uni-directional.
PTS 12.32.07
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C.2.0 TEST ARRANGEMENT
C.2.1 Test Rig
C.2.1.1 In designing the test rig arrangement, the Manufacturer shall ensure that all test
sequences are carried out in a safe, secure and efficient manner. Therefore, due care and
attention shall be paid to the following:
i. Personnel / personal protection, unobstructed escape routes,
ii. Appropriate environmental air quality measurement or detection devices:
iii. Optimum sizing of supply and discharge lines (i.e. long lines will increase the
stabilization time):
iv. Minimize wastage of nitrogen or helium supply:
v. To make efficient use of time, thermal cycling should be carried out at times that
will have least impact on the duration of the test, i.e. for larger size valves,
heating and/or cooling should be done at night.
C.2.1.2 In order to demonstrate total independency of the test programme, provisions shall be
made to ensure the test valves and test rig settings remain undisturbed at times when
Owner representative is not present. Controlled heating or cooling steps and mechanical
cycling shall be recorded.
C.2.2 Valve end closure test connections
C2.2.1 The valve shall be tested with blind-flanges. Hydraulic closure of ends is not acceptable.
Where butt weld end valves are to be tested, butt weld end caps shall be used, or pups
with suitable end closures.
C.2.2.2 Both blind end connections shall be provided with the following:
i. A supply pressure connection,
ii. Vent connection and
iii. Thermocouple connection.
C.2.3 Gaskets for end closures
C.2.3.1 The gaskets for the valve end blind flanges shall be either:
i. Raised faced flanges:

a. Spiral wound with ASTM A 240 type 316(L) windings, inner ring and
centring ring and graphite filler;
b. Metal grooved ASTM A240 type 316(L) (cam profile) gasket with a lateral
profile; a centring ring and graphite cover layers.
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ii. Ring type joints:

a. Soft metal ring joints to ASME B16.20 that do not damage the ring
grooves
iii. OEM seal ring.
C.2.4 Bolting test connections
C.2.4.1 The bolting material shall be free from any defects to ensure its suitability to withstand
minimum and/or maximum test pressure / temperature range.
C.2.4.2 The bolt sizing and quantity shall be of suitable quality regarding P/T range and in
accordance with ASME B16.10/ ASME B16.47.
C.2.4.3 Test end closure flanges shall be bolted to the valve using a controlled bolting procedure
in accordance with Manufacturer’s QA instructions.
C.2.5 Instrumentation general arrangement
C.2.5.1 A typical test rig instrumentation arrangement suitable for fugitive emission testing of
industrial valves is shown in Figures C.2.5a, C.2.5b and C.2.5c. Other test rig
instrumentation arrangements shall be subject to the approval of Owner.
SCHEMATIC OF TEST RIG ARRANGEMENT FOR

PRODUCT ACCEPTANCE TEST FOR AMBIENT
TEMPERATURE
Figure C.2.5a Schematic of typical test rig instrumentation arrangement at ambient

temperature. Valve stem orientation as per paragraph C.2.12
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PRODUCT ACCEPTANCE TEST FOR LOW /
CRYOGENIC TEMPERATURE
Figure C.2.5b Schematic of typical test rig instrumentation arrangement at low and
cryogenic temperature. Valve stem orientation as per paragraph C.2.12
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PRODUCT ACCEPTANCE TEST HIGH/ELEVATED
TEMPERATURE
Figure C.2.5c Schematic of typical test rig instrumentation arrangement at elevated

temperature. Valve stem orientation as per paragraph C.2.12
C.2.6 Thermocouples
C.2.6.1 Temperature recording equipment shall be used for monitoring the temperature
throughout the test. Pt100 Class A thermocouples in compliance with IEC 60751 shall be
used during tests that include cryogenic testing below –50 °C. Thermocouples Type K Class
1 in compliance with IEC 60548-1 may be used as an alternative during tests at or above –
50 °C.
C.2.6.2 The thermocouples shall be placed as illustrated in Figure C.2.6. See also Figures C.2.5a,
C.2.5b and C.2.5c
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Figure C.2.6 Typical test rig Thermocouples arrangements
C.2.6.3 If there is insufficient access to mount the thermocouple inside the valve body, it is allowed
to mount these inside a ‘dummy” valve body (i.e. Tie up valves within one heating system
an identical body to the test valve, with identical heating elements and insulation, and with
thermocouples mounted inside).
C.2.6.4 A temporary variation in the test temperature of ± 5 %, or within ± 15 °C, whichever is less,
is acceptable.
C.2.7 Pressure recorders/gauges
C.2.7.1 Pressure recorders shall be used to make a permanent record of test pressures.
C.2.7.2 All pressure measuring devices shall be capable of measuring the fluid pressure with an
accuracy of ± 5 % of the required test pressure.
C.2.7.3 If pressure gauges are used in addition to pressure recorders, the range shall be selected
so that the pressure for the applicable test is between 20 % and 80 % of the scale.
C.2.8 Internal leakage measurement
C.2.8.1 Seat leakage through the test valve shall be measured by means of one of the following
devices:
i. Measuring cylinder in water tank.
ii. Gas flow meter soap film type.

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iii. Digital gas flow meter (interconnected to a computer system with screen
display).
iv. Rota-meter flow indicator for high leakage rates.
C.2.8.2 For very small leakage rates (below 5 cm3/min): visual inspection shall be carried out and
the gas bubbles counted for a period of 5 min. As an alternative, a soap film displacement
tube can be used.
C.2.8.3 A suitable calibrated measuring device, in this case a tube (outer diameter 6 mm, wall
thickness 1 mm) submerged in water to a depth of between 5 mm and 10 mm. The tube
end shall be cut square and smooth with no chamfers or burrs, and the tube axis shall be
perpendicular to the surface of the water.
NOTE(S) : For air and inert gas, 1 bubble = 0.3 cm3
For helium gas, 1 bubble = 0.4 cm3
C.2.9 External leakage detector and Techniques
C.2.9.1 FE from all external leak paths (i.e. stem, packing box, body/bonnet, cover connections,
vents, bleeds, injection fittings and body flanges) of the valve shall be measured by of a
mass spectrometer leak detector and sample probe. Mass spectrometers/helium leak
detectors of various brands, models and types may be used, provided they:
i. Have a sensitivity of at least 1.0 x 10-10 Pa·m3/s, 1.0 x 10-9 mbar·l/s or 1.0 x 10-
9 atm·cm3/s as specified in ASME V, Appendix IV, para IV-1061.2.
ii. Can be used with a certified calibrated leak to demonstrate the instrument’s
accuracy at the start of each day.
C.2.9.2 Body and bonnet etc, static seals FE testing shall conform to the Accumulation Technique
as specified in EN 1779 Technique B.3. The joints shall be sealed using adhesive aluminium
foil tape or a gas-tight bag to create a contained volume.
C.2.9.3 This foil or bag shall have a hole at the highest point to ensure that an inserted sniffer
probe picks up any leakage and a tube at the bottom of equal diameter to the sniffer probe
and at least 20 meters long, to drain any liquid out as well as to avoid the pressure in the
bag to drop below atmospheric pressure and to prevent leaked Helium from escaping to
atmosphere.
C.2.9.4 For high temperature and low temperature FE testing, a tube of suitable length shall be
inserted through the tape to allow remote measurement.
C.2.9.5 Wherever practical the same technique shall be used to measure stem leakage, this
includes valves having operator brackets, stem tappings etc.
C.2.9.6 Where this is not practical on smaller manually operated valves, the stem seal shall be
sniffed locally by means of the detector probe in accordance with ASME V, Appendix IV.
When this technique is used the test shall be carried out in a still (draft free) environment.
Sniffing distance shall be less than 3mm as specified in ASME V, Appendix IV, para IV-1074.
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C.2.9.7 When the ASME V Appendix IV technique is used, the distance of the probe to the source
shall be equal to the distance used by the calibration procedure for the analyser, not
exceeding 3mm. Holding time for actual FE testing shall be at least the detection time
established during calibration, as per clause C.2.10.
C.2.9.8 The measurement is complete when a stable reading is reached.
C.2.10 Calibration
C.2.10.1 At the start of each day of FE testing the equipment shall be:
i. Calibrated against a standard leak, having a maximum helium leakage rate in the
range of 1.0 x 10-7 to 1.0 x 10-11 Pa·m3/s, 1.0 x 10-6 to 1.0 x 10-10 mbar· l/s or
1.0 x 10-6 to 1.0 x 10-10 atm·cm3/s as specified in ASME V, para T-1063.
ii. Sniffing distance from calibrated leak shall be less than 3mm as specified in
ASME V, Appendix IV, para IV 1062.2.
iii. The standard leak shall have a valid system calibration certificate date not
exceeding 12 months prior to the tests.
iv. Timed to find how long it takes (detection time ASME V, para IV-1062.3) for the
helium from the calibrated leak to be detected by the analyser.
v. The distance of the calibrated leak to the analyser shall be at least equal to the
longest distance used in the test, including tubing for remote measurement.
vi. Holding time for actual FE testing shall be at least the detection time.
C.2.10.2 All test/measuring equipment and instruments shall have a system calibration certificate
to guarantee accuracy and have a valid calibration date not exceeding 6 months, prior to
any test.
C.2.10.3 Helium test gases shall be certified as being a minimum of 97% pure helium.
C.2.11 Test medium at test temperature
Refer to Table C.3c
C.2.12 Test orientation of the valve stem
Refer to Table C.3a and C.3b
C.2.13 Operation of manual and gear operated valves (open/closed) torques
C.2.13.1 When performing seat leakage tests, the seat leakage shall be measured with the minimum
of hand wheel rim pull force or lever pull force applied to close the valve. The applied force
may be determined from the appropriate figures in MSS SP-91, but in any case shall not
exceed the specified design values published by the valve manufacturer.
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C.2.13.2 Manual (wrench and hand wheel) and gear operated valves shall be operated without the
use of wheel keys or other extension devices (pipes or cheater bars).
C.2.13.3 Torque shall be measured by means of a calibrated digital device or a calibrated dial torque
wrench with maximum torque indicator. Click-type torque wrenches are not acceptable.
C.2.13.4 The duration of the opening/closing of manual and gear operated valves shall be as short
as possible and as specified by the Manufacturer.
C.2.13.5 The operating torque shall be measured and recorded.
C.2.13.6 The maximum operating force of Break to Open (BTO) applied at the manual, gearbox or
motor operated valves during maximum differential seat test pressure shall not exceed the
lowest value specified in the applicable design standard/specification at ambient, sub-zero
and elevated temperatures, or 360 N maximum hand wheel rim pull force, whichever is
less.
C.2.13.7 The measured BTO and End to Close (ETC) torques shall not exceed the torque and/or
thrust values calculated by the Manufacturer. The Manufacturer’s calculated torque values
shall meet the design requirements of the PMRC specifications with respect to the
maximum hand wheel and lever dimensions and shall not exceed a force of 360 N hand
wheel rim pull or lever pull force.
C.2.13.8 For seating a torque seated valve (gate, globe and/or offset butterfly) and unseating any
on/off valve, a maximum momentary force Fs is allowed in accordance with EN
12570:2000, Clause 5.1. See table C.4h
NOTE(S): The Manufacturer may use a motor operator to facilitate mechanical cycling of the valve. For valves with a gearbox
or operator, provisions shall be made to monitor the performance of this operating device so that an indirect measurement
of the torque requirements is achieved. Requirements for applied torque and torque measurement are not applicable to
check valves.
C.2.14 Test temperature
C.2.14.1 The standard test temperatures covered by this PTS are:
i. Room/ambient temperature is +5 °C to +40 °C, depending on local climate
ii. Low temperature is -30 °C down to -50 °C
iii. Cryogenic temperature is -51 °C down to -196 °C
C.2.14.2 When performing the maximum design temperature equal to or lower than +200 °C, test
cycle shall require only one thermal step.
C.2.14.3 Valves with a minimum design temperature of -29 °C and above are not required to be
subjected to the low or cryogenic temperature test, unless the valve contains
thermoplastic and/or elastomeric seats and/or seals. The required number of mechanical
cycles after the run-in shall be equally distributed over the remaining temperature levels.
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C.2.14.4 For low, cryogenic and minimum/maximum design temperature testing, the temperature
shall be measured and recorded during the cooling down and warming up periods and also
throughout the duration of the tests.
C.2.14.5 The test temperatures at which PAT are carried out shall cover the complete valve design
range from minimum design temperature up to maximum design temperature, as
specified in the relevant part of the PAT Results Table.
NOTE(S): Different test temperatures may be considered if economical or practical constraints are governing, such deviations
are subject to the approval of Owner GTA.
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C.3.0 SUMMARY OF TEST REQUIRED

If maximum design Maximum design Minimum design If minimum
temperature > temperature temperature design
+200°C temperature
Temperature Ambient (Initial) < -29 °C Ambient (Final)
(intermediate at High/ elevated Low/ Cryogenic (intermediate
200°C) temperature temperature at -29 °C)
Flow direction Bi Uni Bi Uni Bi Uni Bi Uni Bi Uni Bi Uni
100% DP
Maximum design ≤ DN200; (100x)
pressure run-in DN250 ≤ DN400; (75x)
≥ DN450. (50x)
2 bar 2 bar 2 bar 2 bar & 7 bar
LP seat leakage & torque test;
(10x) (5x) (10x) (5x) (10x) (5x) (2x) (1x)
35%+70%+110% DP 33%+66%+100%DP 35%+70%+110%DP
Incremental seat leakage test;
(6x) (3x) (6x) (3x) (6x) (3x)
Shell/body test; 110% DP 100% DP 100% DP 100% DP 100% DP
(0x) (0x) (0x) (0x) (0x)
100% DP 100% DP 100% DP 100% DP 100% DP
Dynamic and static FE test;
(9x) (17x) (25x) (9x) (17x) (9x) (17x) (25x)
100% DP 100% DP 100% DP 100% DP
HP seat leakage & torque test.
(2x) (1x) (2x) (1x) (2x) (1x) (2x) (1x)
Ball, Gate, Globe,
Orientation (Stem) H H H V V/H H
Butterfly, Plug (3)
NOTE(S): Gate and globe valves - 1 mechanical cycle (1x) is at least 90% of the full stroke, being from fully closed to 90% of the fully open position, back to fully closed position.
Ball and butterfly - 1 mechanical cycle (1x) is from full stroke closed to open to closed position.
H – Horizontal and V – Vertical
3) If the valve has preferred direction, it shall be considered as bi-directional for testing purposes.
4) This table only applicable to normal service valve. For high cyclic service refer to ASMBE B31.3 (refer clause XXX), vendor to advise and agreed by Owner GTA on the number of valve strokes.
Table C.3a Pressure / Temperature / Mechanical cycles / Orientation for Uni and Bi-directional valves
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If maximum design Maximum design Minimum design If Minimum

temperature > temperature temperature design
+200°C temperature <
Temperature Ambient (Initial) -29 °C Ambient (Final)
(intermediate at +200 (High / elevated (Low/ Cryogenic (intermediate
°C) temperature) Temperature) at -29 °C)
2 bar 2 bar 2 bar 2 bar & 7 bar
LP seat leakage & torque test;
(0x) (0x) (0x) (0x)
(35%+70%+110%
(33%+66%+100%DP) (35%+70%+110%DP)
Incremental seat leakage test DP)
(0x) (0x) (0x)
Shell/body test; (110% DP) (100% DP) (100% DP) (100% DP) (100% DP) (110% DP)
(0x) (0x) (0x) (0x) (0x) (0x)
(100% DP) (100% DP) (100% DP) (100% DP) (100% DP) (100% DP)
Dynamic and static FE test; 1)
(0x) (0x) (0x) (0x) (0x) (0x)
(100% DP) (100% DP) (100% DP) (100% DP)
HP seat leakage test
(0x) (0x) (0x) (0x)
Orientation Check (Swing / Axial) H H H H H H
(hinge pin/ rod/ Check (Dual Plate
piston axis) V V V V V H
/Piston, Ball)
1)
NOTE(S) 1: Static FE test (100% DP) not required on retainerless designs.
rd
As an option the 3 valve seat step at ambient, elevated and low temperatures, may be carried out using 100% helium or 10% helium - nitrogen mix.
This simplified test is intended to save test time and gas on larger valves, no depressurizing is necessary.
The valve can then be immediately subjected the shell/body test and subsequent FE test, this assumes the cover and retainer are pressurized.
The valve can then immediately be subjected to the final HP seat leakage test.
Table C.3b Pressure /Temperature / Mechanical cycles / Orientation for Check valves
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Minimum test
duration1) for
Test pressure
obturator
Test procedure
tightness tests Acceptance
Required TEST MEDIUM and test
Purpose (minutes2)) criteria
test 1
)The measurement is NOTE(S): Non-metallic
complete when a stable temperature elements, e.g. seats, seal,
reading is reached. or stem seals may impose
restrictions on the applied
2)Minimum duration for pressure / temperature
each step. rating.
Maximum To run-in the valve and add some See C.4.2.1 Ambient Maximum design
design pressure service life. Also intended to verify (Initial) pressure
run-in. that the valve operability is Nitrogen
Smooth operability
acceptable prior to starting the
performance test.
Low Pressure To confirm the capability of the seat See C.4.2.2 -

(LP) Seat and to comply with specified leakage rate. Ambient (Initial) and See Table C.4c
Operational C.4.2.2 - Ambient (ambient and/or
Tests. To confirm that the BTO and ETC (Final) elevated
DN 15 to DN 400 : 5 temperature)
torque values meet manufacturers See C.4.2.2 -
design criteria at low pressure. Intermediate / Max. 2 to 7 bar, as
DN 450 to DN 600 : 5
Nitrogen design Temp. specified
> DN 600 : 10 See C.4.2.2 - Min. See Table C.4d (low
design Temp. / temperature and/or
intermediate cryogenic
temperature)
Incremental To confirm the capability of the seat DN 15 to DN 400 : 5 See C.4.2.3 - Ambient 1st step, 0 % to 35 %
Pressure seat to comply with specified leakage rate Nitrogen (Initial) 2nd step, 0 % to 70 % See Table C.4c
leakage test. over 3 pressure steps. DN 450 to DN 600 : 5 3rd step, 0 % to 110%
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See C.4.2.3 - 1st step, 0 % to 33 % (ambient and/or

The purpose here is to stress and relax > DN 600 : 10 Intermediate / Max. 2nd step, 0 % to 66 % elevated
the seats during each step. design Temp. 3rd step, 0 % to 100% temperature)
After each incremental pressure step See C.4.2.3 - Min. 1st step, 0 % to 35 %
the valve shall be depressurized and design Temp. / 2nd step, 0 % to 70 %
cycled from fully close to fully open intermediate 3rd step, 0 % to 110% See Table C.4d (low
and returned to fully close. If the test temperature and/or
valve is a check valve, between each Note : % of DP in cryogenic
pressure step a reverse flow shall be accordance with the temperature)
applied applicable design
specification of the
valve.
Shell/Body and To confirm the leak tightness of the < -110°C, use 97% See C.4.2.4 - Ambient 110 % of rated
Fugitive body and all external leak paths Helium. (Initial) and C.4.2.4 - pressure for body
Emission (FE) against internal pressure with a test ≥ -110°C, use 97% Ambient (Final) shell test
Tests. medium of helium. Helium
or 10% Helium + 90% 100 % of rated
Note: The pressure containing Nitrogen. pressure for mech.
strength capability of the body is cycles and FE test
confirmed during the production When testing with a (static and dynamic)
hydrostatic body tests prior to 10% He + 90% N2 See C.4.2.4 - 100 % of rated
performance testing. mixture, the allowable See Table C.4g Intermediate / Max. pressure See Table C.4c, Table
FE rate shall be 0.1 C.4d, Table C.4e
times the value design Temp.
of 100% Helium. See C.4.2.4 - Min. 110 % of rated
design Temp. / pressure for body
The 10% He + 90% N2 intermediate shell test
mixture is not allowed
for sizes below DN 300. 100 % of rated
A. pressure for mech.
97% helium test gases cycles and FE test
shall be certified as being (static and dynamic)
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a minimum of 97% pure

helium.
High Pressure To confirm the capability of the seat 100 % of DP in

(HP) Seat and to comply with specified leakage rate See C.4.2.5 – accordance with
Operational at 100 % of maximum test pressure. Ambient (Initial) and the applicable design See Table C.4c
Test. C.4.2.5 – Ambient specification of (ambient and/or
To confirm that the BTO and ETC (Final) the valve. elevated
torque values meet manufacturers DN15 to DN400 : 5 temperature)
design criteria at high pressure.
Nitrogen See C.4.2.5 –
DN450 to DN600 : 10
Intermediate / Max.
> DN600 : 15 design Temp.
See Table C.4d (low

See C.4.2.5 – temperature and/or
Min. design Temp. / cryogenic
intermediate temperature)
Table C.3c Summary testing requirement and acceptance criteria.
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C.4.0 TESTING
If any part of a test fails due to equipment malfunction, this part of the test shall be aborted and submitted to a re-test. Non-conformance with any part
of this procedure shall be cause for a re-test.
C.4.1 Valve Preparation
C.4.1.1 Valve internals and test equipment/system shall be dry, thoroughly cleaned, de-greased, dust, oil and sealant free and unpainted. However, 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.4.1.2 Valve designed to permit emergency or supplemental introduction of an injection sealant to the seat area shall be tested with the injection system empty.
This does not apply to a valve that uses a lubricant as its primary seal (e.g. lubricated plug valves).
C.4.2 Testing procedure

Intermediate / Min. design
Max. design Temp. Temp. (Low / Ambient
C.4.2.1 Maximum design pressure run-in Ambient (Initial)
(High / elevated Cryogenic Temp) / (Final)
Temp.) intermediate
NOTE: Soft seated ball and plug valves, however, shall be set in the fully open position (to
prevent possible damage to the soft seats) and subjected to the test pressure.
Move the obturator to the half open position. Pressurise the partial / half
opened valve to the maximum design pressure.
Each valve shall be operational / mechanical cycle tested with the stem in the See test procedure
position / orientation as per Table C.3a & C.3b (flow bore in the horizontal C.4.2.1.
direction) to confirm that the sealing elements do not prematurely wear, gall,
jam, etc.
The number of complete mechanical cycles shall be as per Table C.3a & C.3b
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C.4.2.2 Low Pressure (LP) Seat and Operational Tests Ambient (Initial)
Temp.) intermediate
When the obturator is moved to the closed position, a minimum closure force
shall be applied and recorded (see PAT Results Table) to obtain a leakage less
than the maximum allowable leakage specified in respective table.
All upstream seating trunnion mounted ball valves and through-conduit gate See test
valves, the seat leakage shall be measured via the valve cavity. procedure
All downstream seating valves and check valves, the seat leakage shall be C.4.2.2.
measured via the low-pressure side, at atmospheric pressure, of the valve.
General See test procedure See test procedure See test procedure
except the
All torque seated valves the ETC and BTO torque shall be recorded. C.4.2.2. C.4.2.2. C.4.2.2.
recording of the
BTO for all
Lubricated plug valves use lubricant as a primary seal, it is acceptable to fill the torque seated
valve with the sealing compound prior to testing. valves is not
applicable.
Valves with a DPE seat, the DPE feature shall be proved and tested by applying
test pressure simultaneously to the cavity and the upstream side of the valve.

C.4.2.2 Low Pressure (LP) Seat and Operational Tests – (1/3) Ambient (Initial)
Temp.) intermediate
a) Bi- Upstream seated valves: Pressurise the valve in fully closed position to the See test
directional, specified 2 barg test pressure. procedure
on/off See test procedure C.4.2.2 &
See test procedure See test procedure
valves Downstream seated valves: Pressurise the partial / half opened valve to the C.4.2.2 & C.4.2.2. C.4.2.2. a)
C.4.2.2 & C.4.2.2. a) C.4.2.2 & C.4.2.2.
specified 2 barg test pressure. a)
a)
(Butterfly ≤ except the
600#, Move the obturator to the fully closed position. Followed by relieving the recording of the
Gate, pressure on the downstream side of the valve to atmospheric pressure. When BTO for all
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Globe, the pressure has stabilized, maintain the test pressure for the test duration torque seated
Ball, Plug) specified in PAT Results Table. See Table C.3c valves and the
four (4x)
Determine the leakage rate acceptance criteria specified in Table C.4c. additional
mechanical
After completion of the seat leakage test, the valve shall be operated one cycles is not
complete (1x) mechanical cycle and the BTO torque shall be recorded (see PAT applicable.
Results Table).
Release the test
Thereafter, the valve shall be operated for another four complete (4x) pressure from
mechanical cycles. the system, cycle
the valve one
Release the test pressure from the system. Repeat the above steps for the other (1x) time and re-
side of the valve. pressure to 7
barg and repeat
the steps above.
Release the test

pressure from
the system and
cycle the valve
one (1x) time.
Repeat the
entire sequence
for the other
side of the valve.
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C.4.2.2 Low Pressure (LP) Seat and Operational Tests –(2/3) Ambient (Initial)
Temp.) intermediate
b) Uni Pressurise the partial / half opened valve to the specified 2 barg test pressure. See test
directional, procedure
on /off Move the obturator to the fully closed position. Followed by relieving the C.4.2.2 &
valves pressure on the downstream side of the valve to atmospheric pressure. C.4.2.2. b)
(Butterfly When the pressure has stabilized, maintain the test pressure for the test except the
> 600#, duration specified in PAT Results Table. recording of the
Cryogenic BTO for all
Floating Determine the leakage rate acceptance criteria specified in Table C.4c. torque seated
Ball and valves and the
Cryogenic After completion of the seat leakage test, the valve shall be operated one (1x) four (4x)
Gate) complete mechanical cycle and the BTO torque shall be recorded. Thereafter, additional
the valve shall be operated for another four (4x) complete mechanical cycles. mechanical
cycles is not
Release the test pressure from the system. See test procedure applicable.
C.4.2.2 & C.4.2.2. C.4.2.2 & C.4.2.2.
C.4.2.2 & C.4.2.2. b)
b) b)
Release the test
pressure from
the system, cycle
the valve one
(1x) time and re-
pressure to 7
barg and repeat
the steps above.
Release the test

pressure from
the system and
cycle the valve
one (1x) time.
PTS 12.32.07
Page 39 of 55

C.4.2.2 Low Pressure (LP) Seat and Operational Tests – (3/3) Ambient (Initial)
Temp.) intermediate
c) Uni- Apply the specified 2 barg test pressure in the direction tending to close the See test
directional, obturator and ensure the other side is at atmospheric pressure. When the procedure
single- pressure has stabilized, maintain the test pressure for the test duration C.4.2.2 &
seated specified in PAT Results table. C.4.2.2. c)
non-return
check Determine the leakage rate acceptance criteria specified in Table C.4c. except the
valves recording of the
Release the test pressure from the system. BTO for all
(Piston, torque seated
Ball, Swing valves and the
, retainer- four (4x)
less dual additional
plate, non- mechanical
slam axial) See test procedure See test procedure cycles is not
See test procedure
C.4.2.2 & C.4.2.2. C.4.2.2 & C.4.2.2. applicable.
C.4.2.2 & C.4.2.2. c)
c) c)
Release the test
pressure from
the system,
apply a reverse
flow to break
the seating
contact and re-
pressure to 7
barg and repeat
the steps above.
Release the test

pressure from
the system.
PTS 12.32.07
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Ambient (Initial) Intermediate / Min. design

C.4.2.3 Incremental Pressure Seat Leakage Tests – (1/3)
Temp.) intermediate
The test shall confirm the capability of the seat(s) to conform to the specified
leakage rate when stressed and relaxed over 3 incremental pressure steps in the
direction(s) for which the valve is designed.
In steps where the obturator is moved to the closed position, for mechanically or
torque seated valves, a minimum closure force shall be applied and recorded to
obtain a leakage less than the maximum allowable leakage specified in Table
C.4c
During the incremental seat test, between each pressure step increments
depressurise the valve as follows:
Release the pressure of the valve via the pressurised side.

The valve shall be operated one complete (1x) mechanical cycle at atmospheric
See test procedure See test procedure See test procedure
General pressure after each incremental step.
C.4.2.3. C.4.2.3. C.4.2.3.
For check valves, the seating contact shall be broken by applying reverse
pressure flow after each incremental step.
It is important that the seating capability of the valve can demonstrate reliable
sealing when the seating surfaces are relaxed and are able to recover between
each pressure step increment.
For all upstream seating trunnion mounted ball valves and through conduit gate
valves, the seat leakage shall be measured via the valve cavity.
For all downstream seating valves and check valves, the seat leakage shall be
measured via the low-pressure side, at atmospheric pressure, of the valve.
For all torque seated valves the ETC torque shall be recorded.
PTS 12.32.07
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Since lubricated plug valves use lubricant as a primary seal, it is acceptable to fill
the valve with the sealing compound prior to testing.

Temp.) intermediate
a) Bi- For upstream seated valves: Pressurise the valve in fully closed position to the
directional, specified test pressure as per appropriate PAT Results table.
on/off
valves For downstream seated valves: Pressurise the partial / half opened valve to the
specified test pressure as per appropriate PAT Results table.
(Butterfly
≤ 600#, Move the obturator to the fully closed position. Followed by relieving the
Gate, pressure on the downstream side of the valve to atmospheric pressure.
Globe,
Ball, Plug) Ensure the opposite side is at atmospheric pressure. When the pressure has See test procedure See test procedure
stabilized, maintain the test pressure for the test duration specified in PAT See test procedure
C.4.2.3 & C.4.2.3. C.4.2.3 & C.4.2.3.
Results table. C.4.2.3 & C.4.2.3. a)
a) a)
Determine the leakage rate acceptance criteria specified in Table C.4c
Release the test pressure, complete one (1x) mechanical cycle and repeat the
above sequence until all specified 3 incremental pressure steps have been
carried out.
Repeat the above steps for the other side of the valve.
b) Uni-
Move the obturator to the fully closed position. Apply the specified test pressure
directional, See test See test
at the upstream side of the valve as specified in the PAT Results table, and See test procedure
on/off procedure C.4.2.3 procedure C.4.2.3
ensure the opposite side is at atmospheric pressure. C.4.2.3 & C.4.2.3.b)
valves & C.4.2.3.b) & C.4.2.3.b)
PTS 12.32.07
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(Butterfly > When the pressure has stabilised, maintain the test pressure for the test
600#, duration specified in PAT Results table. Determine the leakage rate acceptance
Cryogenic criteria specified in Table C.4c
Floating
Ball and Release the test pressure, complete one (1x) mechanical cycle and repeat the
Cryogenic above sequence until all specified 3 incremental pressure steps have been
Gate) carried out.
Release the test pressure from the system.

Temp.) intermediate
c) Uni- Apply the specified test pressure in the direction tending to close the obturator
directional, as specified in the PAT Results table and ensure the other side is at atmospheric
single- pressure.
seated
non-return When the pressure has stabilized, maintain the test pressure for the test
check duration specified in PAT Results table.
valves
Determine the leakage rate acceptance criteria specified in Table C.4c.
(Piston,
Ball, Swing Release the test pressure and apply pressure in the flow direction in order to
C.4.2.3 & C.4.2.3. See test procedure C.4.2.3 & C.4.2.3.
,retainer- unseat the valve.
c) C.4.2.3 & C.4.2.3. c) c)
less dual
plate, non- Repeat the above sequence until all 3 incremental pressure steps have been
slam axial) carried out.
Release the test pressure from the system.

PTS 12.32.07
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C.4.2.4 Shell/Body and Fugitive Emission (FE) Tests – (1/2) Ambient (Initial)
Temp.) intermediate
Note: Soft seated ball and plug valves however shall be set in the fully open position (to Note: The test
prevent possible damage of the soft seats) and subjected to the test pressure. pressure shall not
exceed the specified
The obturator of the valve shall be in a partially open position. The end pressure/temperature
connections of the body shall be blanked off and all cavities filled with the test rating per ASME
B16.34, the Shell
fluid. The pressure specified in the PAT Results table shall be applied to the test
/Body and Fugitive
fluid.
Emission Test
pressure are the See test procedure
Immediately after the pressure has stabilized the valve test pressure shall be same. C.4.2.4.
maintained in accordance with the duration times stated in Table C.4g and PAT
Results table. During the first ambient body test, personnel should remain at a See test procedure except that the
safe distance from the valve. The pressure shall be monitored. Any decay in C.4.2.4. paragraph
pressure will indicate a leak, which shall be located only after the test period. stating: “Cast
except that the valves shall be
Cast valves shall be sprayed with soapy water and checked for porosity by visual See test procedure paragraph stating: coated with a leak
assessment of foam/ bubble formation. C.4.2.4. “Cast valves shall detection fluid
be coated with a and a check shall
After the ambient body test the pressure shall be reduced to that stated on the leak detection fluid be made for the
PAT Results table, for the emission test. and a check shall continuous
be made for the formation of
Prior to FE testing, the valve shall be mechanically cycled. The number of continuous bubbles,” is not
complete mechanical cycles is listed in the PAT Results table. formation of applicable.
bubbles,” is not
Dynamic FE leakage measurement at the packing box stem seal shall be carried applicable.
out during the final complete mechanical cycle but not before the specified
duration time has elapsed.
On completion of the mechanical cycling, Static FE leakage measurements shall

be carried out after elapse of the specified duration time. The static and dynamic
PTS 12.32.07
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leakage measurement shall be performed by the sniffing technique with the use
of Helium as test fluid, according to the procedures described in para C.2.9.

C.4.2.4 Shell/Body and Fugitive Emission (FE) Tests – (1/2) Ambient (Initial)
Temp.) intermediate
All external leak paths of the valve assembly shall be checked for leakage and/or Note: The test
porosity, the following specific components shall be checked, but not limited to: pressure shall not
I. body/ bonnet joint or body/cover flanges. exceed the specified
pressure/temperature
II. stem extension, (connections)
rating per ASME
III. packing box stem seal and gland (follower)
B16.34, the Shell
IV. around the end flange(s) or the valve connectors (for non end-flanged /Body and Fugitive
valves) Emission Test See test procedure
V. grease injection, drain and bleed connections (when applicable) pressure are the C.4.2.4.
VI. tubing connections of test rig same.
Mechanical adjustments of the bonnet flange and/or stem sealing system during except that the
the prototype test shall be permitted only once. This adjustment shall only be See test procedure paragraph
done at ambient temperature AND at atmospheric pressure. C.4.2.4. stating: “Cast
valves shall be
See test procedure except that the
The leakage measurement values shall be recorded in the appropriate section coated with a leak
C.4.2.4. paragraph stating:
of the PAT Results table. detection fluid
“Cast valves shall and a check shall
The actual leakage rates shall meet the values specified in clause C.4.11. The be coated with a be made for the
maximum allowable body leakage rate acceptance criteria are specified in leak detection fluid continuous
Table C.4e and C.4f to ensure measurement readings are not affected by and a check shall formation of
background pollution, there shall be no leakage of the test piping or tubing. be made for the bubbles,” is not
continuous applicable.
The minimum allowable leakage rate is never lower than 3.5 x 10-7 mg/s, 2.0 x formation of
10-7 Pa·m3/s, 2.0 x 10-6 mbar·l/s or atm·cm3/s due to constraints of the sniffing bubbles,” is not
technique. applicable.
Cast valves shall be coated with a leak detection fluid and a check shall be made
for the continuous formation of bubbles.
PTS 12.32.07
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On completion of FE measurements, release the test pressure from the system.

C.4.2.5 High Pressure (HP) Seat and Operational Test Ambient (Initial)
Temp.) intermediate
The test procedure for the high pressure seat, operational test and, when See test procedure
applicable, the DPE feature, shall be the same as the procedure for the high - C.4.2.2.
pressure seat and operational. See test
See test procedure except that
See test procedure procedure
The test shall confirm the capability of the seat(s) to conform to the specified C.4.2.2. without the
C.4.2.2. C.4.2.2.
leakage rate in the direction(s) for which the valve is designed additional four
except that (4x) mechanical
except that without except that
The test pressures shall be as specified in PAT Results table for HP without the cycles.
the additional four without the
additional four
(4x) mechanical additional four
(4x) mechanical
cycles. (4x) mechanical
cycles. On completion of
cycles.
this part of the
test, the valve can
be removed from
the test tank.
Table C.4a Detail Testing procedure
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C.4.3 Warming-up Procedure for Elevated Temperature Tests
C.4.3.1 General:
After completion of the ambient temperature test, the valve shall be in the fully open
position with the exception check valves, which will remain in the closed position. The tested
valves shall be prepared for elevated temperature and once prepared, commence with the
heating process to bring the valve to elevated temperature.
C.4.3.2 The temperatures during the warming-up period shall be measured and recorded for
nominal valve sizes:
i. DN 150 and below at least every 30 minutes,
ii. DN 200 up to and including DN 350 at least every 45 minutes,
iii. DN 400 and larger, at least every 60 minutes.
C.4.3.3 Controlled heating shall be applied. The temperature difference between TC1 and TC2
shall be monitored such that it does not exceed 20°C.
C.4.3.4 For valves with heat dissipation bonnets, the stuffing box temperature shall be measured
for information purposes only.
C.4.3.5 For valves with standard bonnets, TC3 temperature shall be within 20 % of the stabilized
temperature of TC2.
C.4.3.6 Heating up Methods:
The PAT valve shall be heated up in accordance with the following methods:
i. Ceramic heat elements coupled to the valve, or
ii. Radiation heater elements (heater elements shall not be in direct contact with the
valve
iii. a minimum of 15cm distance from the valve shall be maintained), or
iv. Specially designed heat induction chamber or oven.
C.4.3.7 Application of appropriate insulation to prevent loss of heat and to maintain temperature
is recommended.
C.4.3.8 The packing area shall be uninsulated and outside the heating source.
C.4.4 Testing at Elevated Temperature
Refer to Table C.4a

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C.4.5 Cooling Down Procedure for all Low and Cryogenic Temperature Tests
C.4.5.1 General:
After completion of elevated temperature tests, the valves shall be allowed to return to
ambient temperature before commencing with the cooling down procedure. The valve
shall be in the fully open position with the exception check valves, which will remain in the
closed position.
C.4.5.2 During the cooling down period, the temperature shall be measured and recorded in the
appropriate section as follows:
i. DN 150 and below at least every 30 min,
ii. DN 200 up to and including DN 350 at least every 45 min,
iii. DN 400 and larger at least every 60 min.
C.4.5.3 Controlled cooling shall be applied. The temperature difference between TC1 and TC2 shall
be monitored such that it does not exceed 20 °C.
C.4.5.4 For valves with extension bonnets, the stuffing box temperature shall be measured for
information purposes only.
C.4.5.5 For valves with standard bonnets, TC3 temperature shall be within 20 % of the stabilized
temperature of TC2.
C.4.5.6 To prevent the formation of moisture in the valve during the cooling operation, a low
pressure purge of helium gas through the valve shall be introduced.
C.4.5.7 Soft-seated valves shall be kept in the fully open position and operated (fully closed and
opened) regularly, when cavity purging is required.
C.4.5.8 The purge can remain until the test commences but shall be switched off during the test.
C.4.5.9 The test will commence when the valve body and the internals have reached the specified
test temperature and the temperature has stabilised for 5 minutes minimum.
C.4.5.10 The temperature difference of all thermocouple measurements shall not deviate above 5 %
from the specified test temperature or 5 °C whichever is greater.
C.4.5.11 Tests at -196 °C may commence when the valve body has reached -190 °C.
C.4.5.12 Cooling Down Methods:
The valve shall be cooled down in accordance with the following methods:
i. Below ambient down to -50 °C use dry ice (non-flammable), liquid nitrogen or
nitrogen gas.
ii. Below -50 °C to -196 °C use liquid nitrogen or nitrogen gas.

PTS 12.32.07
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iii. The packing area shall be uninsulated and outside the cooling source.
C.4.6 Testing at Low Temperature or Cryogenic Temperature.
Refer to Table C.4a
C.4.7 Testing at final ambient temperature
C.4.7.1 Final Seat Integrity and (when applicable) Body FE Test
C.4.7.2 The objective of this test is to compare the effects of wear on seat tightness with the
equivalent conditions to the start of the PAT sequence.
C.4.7.3 The objective of the final Body FE Test is to ensure that the FE performance is tested at the
desired number of thermal cycles. This test is only required where no cryogenic test has
been carried out.
C.4.8 Post-test valve inspection and examination
C.4.8.1 Anti-static testing
The electrical resistance between the obturator and the valve body and between the
stem/shaft and the valve body shall be measured using a D.C. power source not exceeding
12 V.
C.4.8.2 The resistance shall be measured on dry valves and shall not exceed 10 Ohm (W).
C.4.8.3 Disassembly
After completion of all the tests, the valve shall be disassembled in a clean, dust-free
environment.
C.4.8.4 Ease of disassembly of the valve shall be witnessed. The valve body and all internals,
specifically the stem, packing, seat(s), seals, bearings and obturator, shall be checked and
witnessed for excessive wear and damage, by Owner or its representatives.
C.4.8.5 The same critical dimensions that were checked prior to testing shall be dimensionally
checked again after the valve has been dismantled and visually inspected.
C.4.8.6 These critical dimensions shall be tabulated next to where the pre-test values were first
recorded.
C.4.8.7 Post-test condition photographs shall be made and included in the report. In the test report,
the comments and observations of Owner or its representatives and Manufacturer, causes
of failure of the valve and their resolution (if applicable) shall be reported and supported by
photographs. The report will also include measurement data.
C.4.9 Calculations
C.4.9.1 If leakage rate units require conversion to units specified in the acceptance criteria clause
of this document (see C.4.10 and C.4.11), EN 1779:1999 Appendix B shall be used.
PTS 12.32.07
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C.4.9.2 For conversion from gas bubbles to ml, use the following factors:
I. For air and inert gas, 1 bubble = 0.3 cm3 (equivalent to 0.3ml)
II. For Helium gas, 1 bubble = 0.4 cm3 (equivalent to 0.4ml)

Units
Specified Leakage Rate Rate
Rate A Rate AA Rate B Rate C Rate D DD Rate E Rate EE
Limit (mm3/sec) 0 0.18xDN 0.3xDN 3.0xDN 30xDN 60xDN 300xDN 470xDN
Limit (cm3/min) 0 0.011xDN 0.018xDN 0.18xDN 1.8xDN 3.6xDN 18xDN 28.2xDN

Internal bore size
DN (mm.) cc/min based on internal bore DN size
15 0 0.16 0.27 2.70 27 54 270 423
20 0 0.22 0.36 3.60 36 72 360 564
25 0 0.27 0.45 4.50 45 90 450 705
40 0 0.43 0.72 7.20 72 144 720 1128
50 0 0.54 0.90 9.00 90 180 900 1410
80 0 0.86 1.44 14.40 144 288 1440 2256
100 0 1.08 1.80 18.00 180 360 1800 2820
125 0 1.35 2.25 22.50 225 450 2250 3525
150 0 1.62 2.70 27.00 270 540 2700 4230
200 0 2.16 3.60 36.00 360 720 3600 5640
250 0 2.70 4.50 45.00 450 900 4500 7050
300 0 3.24 5.40 54.00 540 1080 5400 8460
350 0 3.78 6.30 63.00 630 1260 6300 9870
400 0 4.32 7.20 72.00 720 1440 7200 11280
450 0 4.86 8.10 81.00 810 1620 8100 12690
500 0 5.40 9.00 90.00 900 1800 9000 14100
600 0 6.48 10.80 108.00 1080 2160 10800 16920
650 0 7.02 11.70 117.00 1170 2340 11700 18330
700 0 7.56 12.60 126.00 1260 2520 12600 19740
750 0 8.10 13.50 135.00 1350 2700 13500 21150
800 0 8.64 14.40 144.00 1440 2880 14400 22560
900 0 9.72 16.20 162.00 1620 3240 16200 25380
NOTE(S): cc = cm3 = ml.
Table C.4b Pneumatic Valve Leakage Rates Based on ISO 5208
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C.4.10 Acceptance Criteria for tests other than fugitive emissions
Valve seat type

For listed rates to ISO
5208: Fire safe
Resilient (soft) (metal/soft Metal seated
See Table C.4b seated
seated)
Ball, Gate, ISO 5208 rate A N/A ISO 5208 rate B

(=0.018 ml/min*DN)
1), 3), 4)
Globe
ISO 5208 rate B

Maximum allowable seat leakage rate per valve type
ISO 5208, (=0.018 ml/min *DN)

Butterfly ISO 5208 rate A rate A
or ISO 5208 rate C
(=0.18 ml/min *DN) 2)
LP (≤ 7 barg): LP (≤ 7 barg):ISO 5208 Rate D

Check ISO 5208 rate A Higher (=1.8 ml/min *DN) 5)
(ball, piston, pressures: ISO 5208 N/A HP (> 7 barg):
swing, tilting/
rate B (=0.018 ml/min ISO 5208 rate 2 x D
axial, non- slam)
*DN) (=3.6 ml/min *DN)
LP (≤ 7 barg):
ISO 5208 rate A, ISO 5208 rate E
Check
(dual plate, Higher pressures: ISO N/A (=18 ml/min *DN) 5)
retainerless) 5208 rate B (=0.018
ml/min *DN)
Table C.4c Acceptance criteria for seat leakage tests at ambient and elevated
temperatures (-29 °C and higher)
PTS 12.32.07
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Valve seat type

Resilient (soft) Fire safe
Metal seated
seated (metal/soft
Ball, Gate, Globe 25 mm³/s *DN seated) 80 mm³/s *DN
Maximum allowable seat leakage
N/A
(=1.5 ml/min *DN) (=4.8 ml/min *DN)
Butterfly 25 mm³/s *DN 50 mm³/s*DN 80 mm³/s *DN
rate per valve type 1), 3), 4)
(=1.5 ml/min *DN) (=3.0 ml/min *DN) (=4.8 ml/min *DN)

Check (swing, tilting, 80 mm³/s *DN 240 mm³/s *DN
piston, ball, axial flow) N/A
(=4.8 ml/min *DN) (=14.4 ml/min *DN)
Check (dual plate,
retainerless) 80 mm³/s *DN 900 mm³/s *DN
N/A
(=4.8 ml/min *DN) (=54 ml/min *DN)
NOTE(S):
1. The Manufacturer shall calculate the leakage acceptance levels and state them in the appropriate section of the relevant
PAT Results Table.
2. The maximum allowable seat leakage rate for metal-seated or metal-graphite laminated seat butterfly valves in the
preferred flow direction shall comply with ISO 5208 Rate B. The maximum allowable seat leakage rate for these butterfly
valves in the non-preferred flow direction shall comply with ISO 5208 Rate C.
3. Valves are considered TSO if they comply with seat leakage rates A or B according to ISO 5208 or to class V or VI in
accordance with IEC 60534-4.
4. A reduced bore (or Venturi pattern) test valve may be used to qualify a smaller nominal size full bore (or regular pattern)
valve when the components associated with the obturator, seat seals and stem are identical in design and size. In such a
case, the permissible average leakage rates are those applicable to the full bore (or regular pattern) valve.
5. Maximum allowable seat leakage for metal-seated check valves shall be in compliance with the applicable product
standard, or ISO 5208 Rate E, whichever is less. The rates outlined in Table C.4b cover this requirement. The purpose of a
check valve is to prevent unwanted reverse flow in circumstances of process change or system failure. Check valves are
not intended to be isolation valves and as such do not require very tight seat leak rates.
Table C.4d Acceptance criteria for low temperature or cryogenic temperature
seat leakage tests (below -29 °C, down to -196 °C)
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C.4.11 Acceptance Criteria for fugitive emissions testing

Fugitive
Measured leak rate1)
Emission
Stem seal leakage rate 2), 3), 4).
Tightness Class
[mg/(s·mcirc)] [atm·cm3/(s·mmdia)] [Pa·m3/(s·mmdia)] [mbar·l/(s·mmdia)]
A(HS) 10-5 1.76 x 10-7 1.78 x 10-8 1.78 x 10-7
B 10-4 1.76 x 10-6 1.78 x 10-7 1.78 x 10-6
Fugitive
Measured leak rate1)
Emission
Body-to-bonnet or body-to-cover seal leakage rate 2), 3), 4).
Tightness Class
[mg/(s·mcirc)] [atm·cm3/(s·mmdia)] [Pa·m3/(s·mmdia)] [mbar·l/(s·mmdia)]
A(HS) 10-6 1.76 x 10-8 1.78 x 10-9 1.78 x 10-8
B 10-5 1.76 x 10-7 1.78 x 10-8 1.78 x 10-7
NOTE(S):
1) Measured with sniffing or accumulation techniques in accordance with ASME V Appendix, IV or EN 1779 Technique B.3 with helium
test fluid.
2) mcirc is per m stem circumference at the point of measurement
mmdia is per mm stem diameter at the point of measurement.
3) To be measured in either mg/(s·mcirc) or atm·cm3/(s·mmdia) or Pa·m3/(s·mmdia) or mbar·l/(s·mmdia)
4) The minimum allowable leakage rate is never lower than 3.5 x 10-7mg/s, 2.0 x 10-7 Pa·m3/s, 2.0 x 10-6 mbar·l/s or atm·cm3/s due to
constraints of the sniffing technique.
Table C.4e Acceptance criteria for stem seal and body/bonnet fugitive emission leak
Outer Maximum stem leakage rate per fugitive emission class

diame A(HS) B
ter of [atm·cm3/(s· 3 3
[Pa·m /(s·m [mbar·l/(s·m [atm·cm /(s· [Pa·m3/(s·m [mbar·l/(s·m
the mmdia)] mdia)] mdia)] mmdia)] mdia)] mdia)]
stem,
mm
10 1.76 x 10-6 1.78 x 10-7 1.78 x 10-6 1.76 x 10-5 1.78 x 10-6 1.78 x 10-5
15 2.64 x 10-6 2.67 x 10-7 2.67 x 10-6 2.64 x 10-5 2.67 x 10-6 2.67 x 10-5
20 3.52 x 10-6 3.56 x 10-7 3.56 x 10-6 3.52 x 10-5 3.56 x 10-6 3.56 x 10-5
25 4.40 x 10-6 4.45 x 10-7 4.45 x 10-6 4.40 x 10-5 4.45 x 10-6 4.45 x 10-5
30 5.28 x 10-6 5.34 x 10-7 5.34 x 10-6 5.28 x 10-5 5.34 x 10-6 5.34 x 10-5
35 6.16 x 10-6 6.23 x 10-7 6.23 x 10-6 6.16 x 10-5 6.23 x 10-6 6.23 x 10-5
40 7.04 x 10-6 7.12 x 10-7 7.12 x 10-6 7.04 x 10-5 7.12 x 10-6 7.12 x 10-5
50 8.80 x 10-6 8.90 x 10-7 8.90 x 10-6 8.80 x 10-5 8.90 x 10-6 8.90 x 10-5
60 1.06 x 10-5 1.07 x 10-6 1.07 x 10-5 1.06 x 10-4 1.07 x 10-5 1.07 x 10-4
70 1.23 x 10-5 1.24 x 10-6 1.24 x 10-5 1.23 x 10-4 1.24 x 10-5 1.24 x 10-4
80 1.41 x 10-5 1.43 x 10-6 1.43 x 10-6 1.41 x 10-4 1.43 x 10-5 1.43 x 10-4
Table C.4f Permissible fugitive emissions leakage rate for different stem sizes
PTS 12.32.07
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Pressure class
Valve Sizes 150 300 600 900 1500 2500
1)
Minimum test duration (minutes)
DN 15 to DN 40 10 10 10 10 10 15
DN 50 to DN 150 10 10 15 15 15 15
DN 200 to DN 400 10 10 15 15 20 20
DN 450 to DN 600 10 10 15 20 25 25
> DN 600 15 15 20 25 25 30
NOTE(S):
1) The measurement is complete when a stable reading is reached
Table C.4g Minimum test duration for shell / body fugitive emission tests
Table C.4h Minimum test duration for obturator tightness tests
Refer to Table C.4a
Hand wheel diameter

Hand wheel diameter
/ lever length (mm)
1000
100
125
160
200
250
300
400
500
600
720
800
Maximum allowable operating torque (Nm)
Maximum Torque
(Nm) with 360N Lever
57.6
108
144
180
216
259
288
360
36
45
72
90
Rim Effort
Maximum Torque
(Nm) with 360N Hand
22.5
28.8
108
130
144
180
18
36
45
54
72
90
wheel Rim Effort
Maximum
Momentary Force Fs1)
1000
1000
1000
1000
1000
1000
500
600
600
700
800
900
(N) allowed from EN

12570 cl 5.1
Maximum
Momentary Hand
37.5
100
135
200
250
300
360
400
500
25
48
70
wheel Torque (Nm),

with the above force
NOTE(S):
1)Maximum Momentary Force only applicable to Gate, Globe and offset butterfly Valves
Table C.4i Maximum allowable torque values
PTS 12.32.07
Page 54 of 55
APPENDIX D: PAT RESULTS TABLE
PATResultsTableRev
2.xlsx
PTS 12.32.07
Page 55 of 55
APPENDIX E: TABLE OF CONTENT FOR PRODUCT ACCEPTANCE TEST (PAT) DATA BOOK
SECTION CONTENT PAGE NUMBER

1 Cover Page
2 Table of Content
3 Introduction
3.1 Test scope and team members
3.2 Signed copy of Purchase Order (PO) or Contract
4 Valve Qualification Documentation
4.1 Valve qualification range
4.2 Accepted deviations/concession request(s), if applicable
5 Correspondence
5.1 Pre-qualification meeting minutes and documents
5.2 Minutes of meeting for kick off and close out meeting
6 Valve Test Procedure(s)
Applicable PTS 12.32.07 Product Acceptance Test for Valves procedure
7 Technical Evaluation Dossier (TED)

7.1 TED review of PMRC requirements
7.2 GA drawings with material parts lists (ASTM designation)
7.3 Construction/manufacturing drawings of valve parts
7.4 Gaskets and packing makes and styles
7.5 Valve Design Calculations (body/bonnet, stem, closure member, flanges etc.)
7.6 Stem/shear torque calculations (valve and actuator)

7.7 Stem pull test results (for gate and globe valves)
8 Certificates and Records of Testing
8.1 Internal Pressure Test Reports
8.2 PAT Results table of testing
8.3 Material mill certificates and traceability records
8.4 Non Destructive Examination (NDE) reports
8.5 Dimensional verifications
8.6 Condition photographs pre-test and post-test
9 General Documentation, Certification, Qualification and Records
9.1 Inspection and Test Plan (ITP)
9.2 Instrument Calibration Certificates
9.3 Non Destructive Examination procedures and certificates
9.4 NDE Operator Qualifications
9.5 Welding Procedure Specification (WPS) and Procedure Qualification Records (PQR)
9.6 Positive Material Identification (PMI) certification as applicable
9.7 Corrosion tests e.g. Intergranular Corrosion Test (IGC), Sulphide Stress Cracking (SSC),
Hydrogen Induced Cracking (HIC), Ferrite, austenite-ferrite phase ration
10 Verifications and Technical Observations
10.1 Summary, recommendations and conclusions
10.2 Lessons learned and follow up actions

Petronas Technical Standards: Product Acceptance Test (PAT) For Valves

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PETRONAS TECHNICAL STANDARDS

Product Acceptance Test (PAT) for Valves

© 2017 PETROLIAM NASIONAL BERHAD (PETRONAS)

1.1.5 The following valves are excluded from this PTS:

i. Fluid Catalytic Cracking (FCC) slide valves;

ii. Pressure and Temperature relief devices;

iii. Choke Valves;

iv. Refractory-lined Valves.

1.2 GLOSSARY OF TERM

1.2.1 General Definition of Terms & Abbreviations

1.2.2 Specific Definition of Terms

4 Carcinogenic A substance or agent causing cancer.

5 Clean service Fluids free from solids.

9 Downstream The ball valve seat can be energized by upstream pressure or

10 Emission class Classification of the external leakage rate of the valve.

16 Needle valve Manual flow-regulating valve which gives a small aperture

20 Piggable Pipeline system which allow operation/intelligent pig to run

22 Pressure seal Design of bonnet/cover where the body to bonnet/cover seal

23 Product Performance requirement in PMRC to qualify the design and is

29 Safety/relief valve Pressure relief valve that is designed to relieve excessive

30 Seat Part of a valve against which a closure member effects a tight

32 Third Party Third Party appointed by owner to performed the design

33 Throttling Intentional restriction of flow by partially closing or opening a

38 Valve A device that regulates, directs or controls the flow of a fluid

Variety of valves types, sizes, and pressure classes are

i. On and off (quarter turn and linear motion valves).

1.2.3 Specific Abbreviations

1 BTO Break to Open

2 ETC End to CLose

5 MAR Mandatory Additional Requirement

6 NDT Non-Destructive Testing

7 OEM Original Equipment Manufacturer

8 PMRC Petronas Material Reference Code

9 TSO Tight shut off

1.3 SUMMARY OF CHANGES

2.0 PROCEDURE AND TECHNICAL SPECIFICATION

2.1.3 Body cavity pressure relief shall be provided.

2.2 TEST FACILITIES

2.3 HSE PRECAUTIONS

2.4 VALVE QUALIFICATION AND ACCEPTANCE

In this PTS, reference is made to the following Standards/Publications. Unless specifically

PETRONAS TECHNICAL STANDARDS

Requirements, General Definition of Terms, Abbreviations PTS 00.01.03

Metallic Gaskets for Pipe Flanges: Ring-Joint, Spiral-Wound, ASME 16.20

Large Diameter Steel Flanges: NPS 26 through NPS 60 ASME 16.47

Nondestructive Examination ASME V

Petroleum and Natural gas industries – Pipeline ISO 14313

APPENDIX A: EVALUATION OF THE VALVE DESIGN AND DESIGN DOCUMENTATION.

A1.1 The objective of valve design evaluation is to assess compliance of manufacturer

A2.0 DOCUMENTATION REQUIREMENTS

i. Det Norske Veritas and Germanischer Llyold (DNV GL),

ii. American Bureau of Shipping (ABS Group),

iii. Llyod’s Register,

iv. Bureau Veritas (BV), or

v. Technischer Überwachungsverein (TüV)

A3.0 TECHNICAL EVALUATION DOSSIER (TED)

A3.1.1 TED 1: Comments list on PMRC.

i. Listing of the manufacturers’ deviations and/or comments if any, with respect

A3.1.2 TED 2: Cross reference list PMRC number/ manufacturers drawings.

ii. GA drawings, offered for examination, shall:

A3.1.3 TED 3: List of assembly and/ or finished machine part drawings

A3.1.4 TED 4: Valve and size selection (designation of valves)

A3.1.5 TED 5: List of calculations