NATIONAL OIL CORPORATION

GENERAL ENGINEERING SPECIFICATION

GES M.06

MONITORING SYSTEMS FOR ROTATING EQUIPMENT (API 670)

Rev Date Description Checked Approved

0 1999 Issued for Implementation DL

Compiled by Teknica (UK) Ltd

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INDEX

SEC TITLE PAGE

1.0 SCOPE OF SPECIFICATION 4

1.1 Introduction 4
1.2 Other NOC Specifications 4
1.3 Data Sheets 5

2.0 DEFINITIONS 5

2.1 Technical 5
2.2 Contractual 6

3.0 DESIGN 7

3.1 Codes and Standards 7

3.2 Additions and Exceptions to API 670 (3rd Edition) 7
3.3 System Design 9
3.4 Proximity Probes 10
3.5 Oscillators - Demodulators (Proximators, Drivers) 10
3.6 Accelerometers 10
3.7 Speed Sensors 11
3.8 Extension Cables 11
3.9 Temperature 11
3.10 Monitors 12
3.11 Power Supplies and Relays 14
3.12 Racks for Protective Instrumentation 14
3.13 Panels and Junction Boxes 14

4.0 MATERIALS 15

4.1 General Requirements 15

5.0 MANUFACTURE 15

5.1 General Requirements 15

6.0 INSTALLATION 15

6.1 General 15
6.2 Proximity Probes 15
6.3 Accelerometers 17
6.4 Temperature 17
6.5 Grounding 17

7.0 INSPECTION 17

7.1 Procedures 17
7.2 Scope 18
7.3 Nameplates 18
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INDEX

SEC TITLE PAGE

8.0 TESTING 18

8.1 Required Tests 18

8.2 Test Procedures 19
8.3 Test Certificates 19
8.4 Start-up 19

9.0 DOCUMENTATION 20

9.1 Introduction 20
9.2 Schedules and Reports 20
9.3 Data and Drawings 20
9.4 Manuals 21

10.0 PRIOR TO SHIPMENT 21

10.1 Painting 21
10.2 Spares 21
10.3 Packing and Storage 21
10.4 Shipping 22
10.5 Warranty 22

DATA SHEETS

API 670 Monitoring System Data Sheets (4 sheets)

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1.0 SCOPE OF SPECIFICATION

1.1 Introduction

1.1.1 This specification gives the minimum requirements for the design, fabrication, inspection, testing,
documentation and preparation for shipment for vibration, axial-position, and bearing-temperature
monitoring systems for rotating equipment.

1.1.2 This specification applies to machinery condition monitoring systems and is based on, and must be read
with, API Specification 670 "Vibration, Axial-Position, and Bearing Temperature Monitoring Systems"
November 1993 edition.

1.1.3 The Vendor/Contractor shall be responsible for the design, manufacture, test and inspection of the
Monitoring System and sensors.

1.1.4 The Vendor/Contractor shall comply fully with the provisions laid down in this specification. Any
exception must be authorised in writing by the Owner.

1.1.5 In the event of any conflict between this specification and the Data Sheets, or with any of the applicable
codes and standards, the Vendor/Contractor shall inform the Owner in writing, and receive written
clarification from the Owner before proceeding with the work. As a general principle, the most stringent
specification shall apply.

1.1.6 This General Engineering Specification will form part of the Purchase Order/Contract.

1.2 Other NOC Specifications

Where indicated in this specification, the following additional NOC Specifications shall apply:

GES A.06 Site Data

GES J.05 Temperature Instruments

GES J.12 Indoor Control Panels and Cabinets

GES J.13 Field Panels and Junction Boxes

GES J.14 Package Unit Instrumentation

GES J.17 Earthing of Instrument Systems

GES L.28 Electrical Requirements for Packaged Units

GES L.35 Electrical Equipment in Hazardous Areas

GES X.01 Surface Preparation and Painting Application

GES X.02 Colour Coding of Equipment and Piping

GES X.03 External Protective Coatings

GES X.06 Factory Coatings for Electrical Equipment and Instruments

The Vendor/Contractor shall ensure all sub-vendors comply with the relevant portions of the above
specifications.
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1.3 Data Sheets

The technical data supplied by the Owner for the equipment is provided on the API Specification 670 Data
Sheets which are included at the end of this specification. The Vendor/Contractor shall complete the Data
Sheets with the remaining information and return them with his proposal.

Prior to shipment, the Vendor/Contractor shall submit a complete set of "As-Built" Data Sheets.

2.0 DEFINITIONS

2.1 Technical

The technical terms used in this specification are as below and are as defined in Section 1.2 of API 670:

Charge Amplifier

An electronic conditioning device that converts a high impedance charge input, normally from a
piezoelectric accelerometer, to a low impedance voltage output signal.

Displacement Measuring System

Conventionally a non-contact gap-to-voltage system that senses the distance between the probe tip and a
conductive surface (see Oscillator Demodulator)

Dual Voting Logic

Is a monitoring system function whereby the signals on two independent channels must both reach or
violate a set-point to initiate a shut down signal (two out of two logic).

Extension Cable

Is the interconnection between the sensor and a signal conditioning device.

Keyphaser

A once per revolution phase reference signal (Keyphaser is a Bently Nevada trade name). More generally
known as Phase Reference Transducer.

Micrometre (Micron)

One millionth of a metre (1 x 10-6 m)

Mil

One thousandth of an inch (0.001 in)

Monitoring System

Consists of probes, accelerometers, temperature sensors; signal conditioning devices (if required);
interconnection cables; monitors; panels and documentation.
Oscillator-demodulator

The signal conditioning component within a non-contact displacement measuring system. The oscillator
demodulator receives DC power, generates a radio frequency excitation for the non contact probe, and
converts the modulated envelope to an output proportional to average distance (gap) and dynamic motion
(vibration).
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Natural Frequency

The property of a resiliently mounted mass system which defines the frequency at which the system will
vibrate when set into free motion.

X-Y Probe

Shaft displacement probes mounted 90° apart

Peak-to-peak value is the difference between positive and negative extreme values of an electronic signal or
dynamic motion.

A phase reference transducer is a gap-to-voltage device that consists of a probe, an extension cable, and an
oscillator-demodulator and is used to sense a once-per-revolution mark. Also referred to as a 'Key Phasor'.

A piezoelectric accelerometer is a sensor that generates an electrical charge proportional to vibratory

acceleration.

A probe is a noncontacting sensor that consists of a tip, a probe body, an integral coaxial cable, and a
connector and is used to translate distance (gap) to voltage.

Probe gap is the physical distance between the face of a proximity probe tip and the observed surface. The
distance can be expressed in terms of displacement (mils, micrometers) or in term of voltage (volts).

A sensor is a device (such as a proximity probe or an accelerometer) that detects the value of a physical
quantity and converts the measurement into a useful input for another device.

A signal cable is the interconnection between the transducer terminal block and the monitor.

2.2 Contractual

The commercial terms used in this specification are defined as follows:

Owner

The oil and gas company, an associate or subsidiary, who is the end user of the equipment and facilities.

Vendor

The company supplying the equipment and material.

Contractor

The main contractor for a defined piece of work

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Sub-Contractor

A company awarded a contract by a Contractor to do part of the work awarded to the Contractor.

Inspection Authority

The organisation representing the Owner or Vendor/Contractor that verifies that the equipment and
facilities have been designed, constructed, inspected and tested in accordance with the requirements of this
specification and the Purchase Order/Contract.

Inspector

A qualified individual representing the Owner, Vendor/Contractor or the assigned Inspection Authority,
who verifies that the equipment and facilities have been designed, constructed, inspected and tested in
accordance with the requirements of this specification and the Purchase Order/Contract.

3.0 DESIGN

3.1 Codes and Standards

3.1.1 The design shall comply with this specification and the following Codes and Standards:

API 670, "Vibration, Axial-Position, and Bearing-Temperature Monitoring Systems," Third edition, as
amended by this specification.

3.1.2 With the above exeption and unless specified otherwise in the Purchase Order/Contract, the current editions
of referenced codes and standards at the time of the order should be used.

3.1.3 It should be noted that all standards listed in Section 1.5 of API 670 and where applicable Section 3.1 of
GES J.14 also form part of this specification and the supplied equipment and system also shall conform to
these standards.

3.2 Additions and Exceptions to API 670 (3rd Edition)

The following Section numbers refer to API 670, 3rd Edition, November 1993, which shall be considered
as forming a part of this General Engineering Specification.

In API 670, Sections are marked with a bullet (•) if the Owner has to make a decision or provide
information. Where possible, these decisions have been made or alternatively guidelines provided.

All requirements specified in this specification are additions to those of API 670 unless otherwise stated.
Section numbers in this specification which do not appear in API 670 are new Sections.

API 670 SECTION 1 - GENERAL

1.1 Scope

Modification:

This specification, together with the attachments and Purchase Order/Contract,

cover the minimum requirements for monitoring machinery radial shaft
vibration, casing vibration, shaft axial position, and bearing temperature.
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1.3 Conflicting Requirements

Modification:

Any conflict between this specification, its attachments or any other

specifications, or with any of the applicable codes and standards, shall be
brought to the Owner's attention by the Vendor/Contractor for resolution. Work
shall proceed only after receipt, by the Vendor/Contractor, of written
clarification from the Owner.

1.5 Referenced Publications

Add:

1.5.1 American Petroleum Institute (API)

API RP 540 Recommended Practice for Electrical Installations in

Petroleum Processing Plants

National Electrical Manufacturers Association (NEMA)

NEMA ICS 6 Enclosures for Industrial Controls and Systems

API 670 SECTION 2 - GENERAL DESIGN SPECIFICATIONS

2.2 Monitoring System Environment

Add:

Additionally, the equipment shall meet the requirements of GES A.06. Note that
the ambient temperature can vary from 0°C (32°F) to 50°C (122°F) in the shade.
Unshaded metal temperature can reach 80°C (176°F).

API 670 SECTION 3 - CONVENTIONAL HARDWARE

Add:

3.1.3 Connectors

These shall be readily commercially available type obtainable from at least 2

independent suppliers.

3.3 Thrust and Journal Bearing Temperature Channels

3.3.1.1 (Exception) Unless otherwise stated, the standard temperature sensor (for
oxidising environment) shall be a chromel-constantan (ISA type E) grounded
junction thermocouple manufactured in accordance with ANSI MC96.1.

3.3.3 Connectors

These shall be readily commercially available type available from at least 2

independent suppliers.

3.4 Power Supplies and System-Output Relays

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3.4.2.2 (Exception) See Section 3.11 (b) of this specification.

3.5 Monitors

3.5.1.1 (Add to item i) See Section 3.10.1 (e) of this specification.

3.5.1.1 (Exception to item r) All printed circuit boards shall be completely coated with
a solderable clear coating, Humiseal or equivalent, after assembly but prior to
inspection and testing, to offset the effects of humidity and corrosion.

3.5.3.4 (Exception) Radial shaft vibration monitors shall be configured to allow for
shutdown if either transducer at any particular radial bearing location equals or
exceeds the desired shutdown set point.

3.6 Wiring and Conduits

3.6.1 General

(Exception to the last sentence) Signal wiring shall not be run in conduit or in
trays with other circuits except as allowed by NEC.

3.8 Field-Installed Instruments

3.8.1 (Exception) The type of protection shall be specified on project specific basis.
Intrinsically Safe (I.S.) (non-incentive in the USA) form of protection is
preferred. If I.S. form of protection is specified, galvanically isolated type
barriers rather than zener barriers are preferred.

API 670 SECTION 4 - TRANSDUCER AND SENSOR ARRANGEMENT

4.2 Mounting

4.2.1 Probes

4.2.1.1 (Exception) Internal probe mounting is acceptable when approved by the

Owner.

4.2.2 Oscillator - Demodulators

(Exception) All oscillator - demodulator mounting boxes shall be arranged on

the same side of the equipment train and shall be located for ease of access from
operating surfaces or from ground level.

4.2.5 Bearing - Temperature Sensors

4.2.5.3 (Exception) Spring-loaded temperature sensors (bayonet type) contacting the

outer shell of the bearing metal are not allowed.

3.3 System Design

3.3.1 Reference shall be made to GES J.14.

3.3.2 Alarms shall be indicated on the system panel and in addition these may be required to be repeated via free
contacts to the Distributed Control System (DCS). Also refer to Section 3.7.3 of GES J.14.
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3.3.3 Primary switching devices and detectors shall be installed locally, usually outdoors. All other
components of shutdown and monitoring systems shall be located on the main control room panel
or in the rack area. However, common alarm or shutdown lights, and speed monitors may be mounted on a
local panel when appropriate.

3.3.4 All instruments shall be supplied, installed and pre-wired to segregated junction boxes on the skid edge by
the Vendor/Contractor. Each rotating machinery unit shall have a common box installed for termination for
all the temperature element lead wires. Proximators and other types of intermediate equipment shall be
housed in separate junction boxes.

3.3.5 Junction boxes shall be in accessible locations and shall provide for the bend radius requirements of the
field cables. Facilities shall be provided for supporting the field cables as required and at the junction
boxes.

3.3.6 The Vendor/Contractor shall determine the location and size of junction boxes at which field cables are
terminated as soon as is practicable to assist in the specification and routing of the field cable.

3.3.7 Alarms and trip levels shall be determined by the machinery Vendor/Contractor. Trips shall either employ
voting techniques or utilise a separate sensor from the alarm sensor.

3.3.8 The satisfactory operation of any communication link to any external system (e.g. DCS) shall be the
Monitoring System Vendor/Contractor's responsibility.

3.4 Proximity Probes

3.4.1 Each probe cable shall be armoured by using flexible stainless steel armour.

3.4.2 All proximity probes shall, if possible, be removable under normal operation. Unless otherwise stated
armoured or integral hardline cable shall be provided.

3.4.3 Proximity probes used for speed or phase angle measurement shall measure a shaft surface which is
independent of the shaft surface measured by axial displacement sensors, where possible.

3.5 Oscillators-Demodulators (Proximators, Drivers)

3.5.1 The shield shall not be used as the common return line. Grounding the shield at the oscillator-demodulator
case shall be standard but see Section 6.5 - Grounding.

3.5.2 Oscillator-Demodulator housings shall be water tight and dust tight.

3.5.3 Sufficient space shall be provided in the housing to permit using two hands. In addition, extra space based
on adding two oscillators-demodulators or adding one terminal block rail shall be provided.

3.6 Accelerometers

3.6.1 Acceleration sensors shall be piezoelectric type with internal amplifiers (unless internal amplifier is
precluded by temperature) and low output impedance.

3.6.2 Accelerometers with armoured or integral hardline cable should be provided unless otherwise stated. The
cable shall typically consist of stainless steel tubing filled with high temperature insulating material (e.g.
aluminium oxide) surrounding the conductors.

3.6.3 Maximum signal cable length shall not exceed 500 ft (150 m). For applications requiring cable lengths in
excess of 500 ft (150 m), the accelerometer manufacturer's recommendations shall be followed.

3.6.4 Where velocity measurement is required mechanical type of velocity transducers shall not be used. Instead,
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consideration shall be given to piezoelectric accelerometers with integration incorporated in the internal
conversion circuit to produce a velocity output.

3.6.5 Ground isolation shall be provided and the connector shall mate with the standard API connector.

3.6.6 It shall be the responsibility of the Vendor/Contractor to make sure that all of the monitoring system
components are compatible with the specified air borne chemicals.

3.6.7 Accelerometer extension cables shall be calibrated with the accelerometer and the impedance conversion
(line driver).

3.7 Speed Sensors

3.7.1 Speed sensors shall be either a proximity probe with the associated oscillator-demodulator, extension
cables, and monitor, or a gear-type tone wheel with high-level, magnetic pick-up. Optical types may be
proposed.
3.7.2 Where proximity probe type speed sensors are used, speed indication shall be based on one event per
revolution.

3.7.3 When gear-type speed sensors are used, a gear with 60 to 75 teeth is preferred.

3.7.4 If a displacement probe is used as a phase reference (Keyphaser) probe, the once-per-revolution mark on
the shaft (e.g. key, keyway or a hole) should have a width which is at least one-half times the probe
diameter and a minimum of 0.06 in (1.5 mm) deep with radiused edges. The probe should be gapped closer
than a standard displacement probe.

3.8 Extension Cables

3.8.1 Proximity probe cables shall be armoured co-axial type, where possible.

3.8.2 The cable from the junction box on the equipment base plate to the readout device shall be the Belden
Model No. series 8770 or Owner approved equal.

3.8.3 Cables used on intrinsically safe (I.S.) circuits shall have blue outer sheath.

3.9 Temperature

3.9.1 General

a) Temperature sensors for electrically insulated bearings must still maintain the integrity of the
bearing insulations i.e. the sensor tip shall be electrically insulated from the bearing.

b) Where sealing is not a problem, flexible stainless steal overbraiding shall be provided to cover the
leads.

c) Temperature sensors shall be removable during operation with the exception of embedded bearing
sensors and stator temperature sensors where spare embedded sensors shall be provided. These
elements shall be wired to the monitor via the common connection box (but unconnected to any
monitor), as spares.

d) Provided the accessibility of connections is not a problem, the sensor leads shall be connected to a
terminal rail (terminal strip) mounted on the inside of the machine case.

e) Extension wire, connected to the barrier strip, shall be routed out of the machine and permanently
sealed at the point where it penetrates the casing. The arrangement shall be easy to connect and
disconnect whilst providing a seal and reasonable access to connections. Seals shall be properly
designed, (using union fittings and flexible conduits), oil tight and resealable.
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f) All materials used within the machine shall be chosen such that it is able to withstand the
environment, oil, temperature and possible process gas without softening, dissolving or failure.
All components and materials shall be adequately secured.

3.9.2 Journal Bearings

a) When the temperature of journal bearings in electric motors is being measured, a test for electrical
isolation of the sensor from the bearing shall be made in the factory with the rotor removed from
the motor.

b) Temperature sensors in bearings which are electrically isolated shall also be electrically isolated.

3.9.3 Motor Stator

a) Connections between the sensor leads and extension leads (to the leadout device) shall be taken to
a separate skid mounted box and shall be accessible with the motor running.

3.10 Monitors

3.10.1 General

a) Monitor electrical power supply shall be specified at the time of enquiry. The supply will
normally be sourced from the plant UPS. The monitors shall be capable of continuous working
taking into account the parameters of the UPS.

b) System configuration software shall, if possible, be capable of performing all set-up functions e.g.
input of a machine type, speed and other machine data such as bearings.

c) System configuration shall be user friendly. Any software configuration operation shall be
password protected.

d) Alarms shall be latching. A "first out" system shall be provided unless otherwise specified. When
requested, it shall display the first anticipatory alarm point and the first shutdown point.

e) The first out indicators shall be located on individual monitors if common alarm communicator
window is used.

f) A front panel readout of alarm and shutdown settings shall be provided. The panel display of the
alarm or shutdown settings shall not affect the monitor function.

g) Unless otherwise specified in the Purchase Order/Contract, the system shall be capable of
monitoring its own internal condition.

h) A low-level signal level warning should be available to indicate a malfunction of any sensor. This
warning must be turned off when the machine is switched off. It shall be possible to transmit these
fault outputs to another external system using serial links.

i) A system monitoring function must be established that will recognise and warn of any malfunction
or loss of calibration between the input and the output. This function shall be initiated
automatically at regular periodic intervals with a lower priority than monitoring functions.

j) Vendor/Contractor shall state in his bid if his system has the ability to recognise, imitate a warning
or interrupt data acquisition when measurements are invalid, over ranged or outside normal
parameters (e.g. outside linear range).

k) Digital displays and graphics are preferred over analogue displays.

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l) Measurements shall be displayed in peak-to-peak for displacement and zero-to-peak for velocity
and acceleration. RMS values shall not be displayed unless specifically requested in the Purchase
Order/Contract.

m) If a tamperproof shutdown disarm feature is used then a separate push button and indication
external to the monitor shall be provided.

n) On large rotating machinery such as a gas or a steam turbine a 2 out of 3 overspeed trip system
shall be considered. Fault tolerant logic circuit shall be utilised. Consideration shall also be given
to the use of dual redundant power supplies, fault tolerant I/O's and to multiple communication
gateways. All such systems shall be approved by the Owner.

3.10.2 Vibration Monitors

a) Vibration monitors shall display in micrometers peak-to-peak, mm/s and mm/s2 unless otherwise
stated in the Purchase Order/Contract.

b) Readout shall be digital.

c) Double integration shall not be used to produce either the displayed or transmitted signal.

d) Filtration when required, shall be specified on the Data Sheet. Filtering shall occur prior to
integration.

e) Multi-path channel monitors for accelerometers shall produce an alarm only from the direct path
section and an alarm and shutdown from the integrated path section unless specified otherwise.
For velocity transducers, the multi-path channel monitors shall produce their alarm and shutdown
from either or both of the direct path and integrated path sections as specified in the Purchase
Order/Contract or Data Sheet.

f) The direct path monitoring section shall be electronically isolated from the integrated path
monitoring section.

g) Whether the input signal is integrated or not, both path signals shall be displayed on the same
indicator.

3.10.3 Temperature Monitors

a) The readout range for temperature monitors shall be suitable for the intended service.

b) Monitors with two channels shall normally be used for bearings and lube oil temperature
indication.

c) Monitors with 6 channels shall be used to monitor motor stator temperature. The six channels are
used as follows: 5 off shall be connected to the monitor. These sensors are for indication only and
shall not be used for shutdown. The sixth sensor, which shall be chosen as the sensor which gives
the highest reading, shall be connected to the over-temperature relay, which is normally included
as a part of the MCC electrical power design. Shutdown of a motor shall be accomplished by the
over temperature relay.

3.10.4 Speed Monitors (Tachometers)

a) The readout range of the speed monitor shall be suitable for the machines being monitored.

b) A tachometer shall not to be used for overspeed protection.

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3.11 Power Supplies and Relays

3.11.1 Each power supply shall be capable of supplying power and simultaneously resetting all alarm functions in
all monitors associated with the power supply.

3.11.2 Sections 3.4.1 through to 3.4.2 of API 670 shall be adhered to except that the relay control circuit shall be
de-energised to shutdown or alarm.

3.11.3 Relays contacts shall have an operational life of at least 1.5 x 106 cycles ideally at the rated load or failing
that at the actual load.

3.11.4 All contacts shall be wired to an accessible and clearly marked terminal board for field wiring attachment.

3.11.5 Alarm output relay contacts shall be electrically and mechanically isolated from the shutdown output
relays.

3.12 Racks for Protective Instrumentation.

3.12.1 Monitors, power supplies and relays for machinery protective instrumentation shall be installed in
prefabricated, pre-wired enclosure (racks).

3.12.2 15% spare positions shall be provided in the racks. Spare electronic cards are not required.

3.12.3 Racks shall be suitable for mounting in their proposed location e.g. field.

3.12.4 Vendor/Contractor shall be responsible for supplying any intrinsically safe galvanic isolators or barriers.
Vendor/Contractor shall be responsible for the compatibility of the barriers/isolators with the monitors and
the probes and ensure that the system electrical certification is not invalidated. Vendor/Contractor shall
state any limitation or cable parameters.

3.13 Panels and Junction Boxes

3.13.1 General Requirements

Requirements of GES J.14 shall apply together with the additional requirements detailed in 3.13.2 below.

3.13.2 Additional Requirements

a) If Vendor/Contractor's standard panel specification is equal or better than the above and is
guaranteed to be suitable for the prevailing ambient conditions, it may be offered as an alternative.

b) The proposed layout of the cabinets shall be included in the Vendor/Contractor's quote. The quote
shall confirm the quantity of cabinets and the overall dimensions.

c) The suite of cabinets shall be supplied fitted to a continuous plinth for bolting down to the floor.
Cabinets shall have front and rear access. The front shall be fitted with a polycarbonate door to
allow viewing of displays and status indication. Electronics shall be mounted in swing frames.

d) Cabinets shall be fitted with ventilation fans where necessary. The fans shall be connected in a
redundancy arrangement such that in the event of any one fan failing, auto changeover will occur.
A volt-free alarm contact shall be available for an external alarm.

e) Vendor/Contractor shall provide a full painting specification with his quotation.

4.0 MATERIALS
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4.1 General Requirements

4.1.1 All equipment and material shall be new and unused, of current manufacture, of the highest grade and free
from all defects and imperfections.

4.1.2 Vendor/Contractor shall declare in the bid documentation any major items of intended sub-contract
manufacture and give full details of the manufacturer and product proposed.

5.0 MANUFACTURE

5.1 General Requirements

5.1.1 Refer to Section 7.0 of GES J.14 and Section 4.3 of API 670.

5.1.2 A corrosion-resistant identification plate shall be fixed by means of stainless steel rivets or screws to each
individual probe box and monitor.

5.1.3 Each probe lead, extension cable, oscillator-demodulator, and temperature sensor lead shall be plainly
marked to indicate the location and service of its associated probe or sensor.

6.0 INSTALLATION

6.1 General

Installation including cabling and wiring shall be in accordance with API 670.

6.2 Proximity Probes

6.2.1 Consideration shall be given to shaft material and surface finish before the probe is installed.

6.2.2 Probes shall not be mounted over chrome plating, coupling hubs, or shrunk-on collars, resulting in erratic
readings. The observed surface must be free of all irregularities (i.e. scratches, rust, corrosion, out-of-
roundness, chain marks etc.). Before installing a probe, the tapped hole shall be checked for foreign
material and good, clean thread.

6.2.3 Probes shall enter a proper and correct distance through the bracket or housing in order to "observe" the
shaft and not "observe" the bracket or housing. Incorrect insertion length can result in a false and dangerous
"OK" signal.

6.2.4 Probes shall be mounted sufficiently apart from one another to prevent cross talk.

6.2.5 External holes shall not be drilled at an angle resulting in the probe face which is too far to one side of the
shaft centre-line with consequent uncalibrated, abnormally low peak-to-peak reading.

6.2.6 The relationship between the probe gap and the linear range (zero elevation) shall be checked before
installation.

6.2.7 Axial probes shall be mounted at the thrust bearing end and not at the end opposite from the thrust bearing.

6.2.8 When 2 axial probes in dual voting arrangements are used in automatic trip service both of these should
observe a surface that is integral to the rotor. Preferably the two probes should be mounted facing in
opposite directions; however probes facing the same directions are acceptable.
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6.2.9 The probe lead shall be of adequate length to reach the junction box outside the machine case to avoid
having connections made inside the machine. All exposed cables and extension cables shall have
mechanical protection.

6.2.10 Only one probe cable per conduit run shall be allowed when leaving the machinery casing.

6.2.11 Conduit shall not be attached to a small probe body as this may lead to excessive strain and eventual lead
failure or broken probe.

6.2.12 Probe cable conduit seals shall be oil tight in order to avoid the axial proximitor house being filled with
lube oil. The use of goose neck conduit shall be considered. All housings shall be water and dust tight.
Probe or probe holder shall not pass through pressurised gas or oil passages or below oil levels. This shall
apply with the machine operating or at rest.

6.2.13 Screwing in the probe with cable attached may lead to broken probe cable and hence shall be avoided
wherever possible.

6.2.14 Calibration and installation probe cable lengths shall be identical.

6.2.15 For a particular probe lead length and proximator type, the proper length of extension cable shall be used.

6.2.16 Multiple probe cables shall be adequately identified in order to avoid probe/proximator cross wiring.

6.2.17 Leads on internal probes shall be clamped.

6.2.18 The maximum segregation between installed signal cable and power cable shall be maintained as per Table
1 of API 670 Section 3.8.1.

6.2.19 The probes shall be replaceable without the need for field calibration and shall be mounted in, and be
mechanically locked to, a removable holder which shall be attached to the housing to prevent loosening
during operation.

6.2.20 If probes are not adjustable and removable while the machine is running, back-up probes and extension
cables shall be installed and connected to the junction box. No additional oscillator - demodulator need be
provided for a back-up probe.

6.3 Accelerometers

6.3.1 The acceleration sensor shall measure vibration perpendicular to the axis of the shaft, shall be located near
weblines (locations which are susceptible to resonance shall be avoided), shall be installed on the bottom
section of the case in the event the machine case is horizontally split, and shall be installed on a single stud.

6.3.2 Casing transducers shall be attached to bearings supports on the stiffest section possible. Casing
transducers shall not be mounted on inspection covers, unsupported bearing caps or on other light structural
members where excessive excitation could occur at natural frequency.

6.3.3 Any bracket used shall be rigid enough so that it will not vibrate. If a bracket can not be designed to mount
solidly on the bearing structure, it shall be field checked for its resonance frequency and amplitude for the
two frequencies segregation (min 10:1) before installation.

6.4 Temperature

For installation requirements of temperature probes refer to Section 3.9.

6.5 Grounding

6.5.1 On small systems, such as skid mounted or packaged machinery trains with locally-mounted monitors or in
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plants where effective equalising cables are in use, earth grounding at the proximitor may be considered.
However, on large monitoring systems with long distances between monitored machines earth grounding of
each proximitor may cause ground loop problems.

6.5.2 Connections between system common and earth ground must occur at earth ground points of equal voltage
potential i.e. by connecting system common to earth ground at a single point. This is normally the
instrument rack, or for intrinsically safe (IS) systems, at the barrier earth ground bus bar.

6.5.3 Ground loop effects shall be completely eliminated.

6.5.4 Installations shall conform to the requirements of GES J.17.

6.5.5 Any conflicts regarding grounding between the listed Codes, and Standards, GES J.17 and this
specification shall be highlighted by the Vendor/Contractor and resolved during the detailed design stage.

6.5.6 In any event the requirements of the hazardous area certification shall be strictly adhered to.

6.5.7 All wiring diagrams shall be approved by the Owner.

7.0 INSPECTION

7.1 Procedures

7.1.1 The inspection requirements are covered by the Purchase Order/Contract. Additional requirements are
given below.

7.1.2 All items of plant and equipment referenced within this specification shall be subject to inspection by the
Owner or his nominated Inspection Authority. Requirements of GES J.14 Section 5.17.4 and Section 7.0
shall apply.

Additionally all items shall be checked for workmanship, material, surface defects, components and
dimensions. The minimum extent of the Owner's participation in the inspection and testing will be as
detailed below:

1) All items shall be checked for compliance with the Purchase Order/Contract description,
specifications, certified drawings, vendor catalogue description and paint specification.

2) A check shall be made for the implementation of quality control procedures.

3) Routine quality control tests shall include tests for verification of the specified characteristics such
as linearity, accuracy, frequency response, etc.

4) For equipment supplied with separate detection elements, calibration shall be performed as a
complete system using the actual detection element supplied.

5) All serial links shall be fully and comprehensively tested.

7.1.3 All inspection activities to be performed, including any special requirements, shall be agreed with the
Owner and shall be incorporated within the agreed Quality Control Plan provided by the
Vendor/Contractor. The Quality Control Plan shall be co-ordinated with and shall include the quality plan
of major sub-vendors. The Vendor/Contractor shall submit procedures for all applicable NDT techniques
for approval by the Owner before production commences.

7.1.4 The Vendor/Contractor is to furnish the Owner's Inspector with all reasonable facilities, to satisfy
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themselves that the equipment, including sub-vendors materials, is fabricated and tested in accordance with
the relevant code and this specification.

7.2 Scope

7.2.1 The inspection scope shall comply with API 670, Section 5.1 and 5.2, and 7.1.2 above, and the following:

7.2.2 The Vendor/Contractor's Quality Control Plan shall be submitted with his proposal and shall specify the
parts to be examined and the type of examination to be carried out. The proposed Quality Control Plan is
subject to the approval of the Owner who will also indicate those examinations he intends to witness or
observe.

7.3 Nameplates

7.3.1 Nameplates and identification plates shall be checked as per Section 5.0 of this specification.

8.0 TESTING

8.1 Required Tests

The following tests shall be performed by the Vendor/Contractor:

Mechanical run test or Factory Acceptance Test (FAT) to exhibit the functional testing of systems.

All of the equipment necessary to meet the functional requirements of the specification shall be completely
assembled and tested in the Vendor/Contractor's works. The Owner, or his nominees, reserve the right to
inspect the equipment at all stages of the Purchase Order/Contract.

Prior to the FAT the Vendor/Contractor/instrument manufacturer shall have carried out their own tests and
submitted these results to the Owner for review. These tests shall verify the specified characteristics such
as linearity, accuracy, frequency response, acoustic excitation, interference level, etc. For equipment
supplied with separate detection elements, calibration shall be performed as a complete system using equal
detection element supplied. Vendor/Contractor shall be responsible for providing all test equipment and
personnel required to carry out these tests as well as the FAT.

The FATs shall be fully documented and recorded including any equipment failures, repairs or
replacements.

Any malfunctions of the equipment shall be rectified and re-tested at the Vendor/Contractor's expense, to
the satisfaction of the Owner, or his representative, as part of the FAT.

Evidence shall be provided that such faults have been rectified in a satisfactory manner. The Owner, or his
representative, shall then decide if the tests are to be repeated from the start or to continue from some
intermediate point.

The Vendor/Contractor shall issue revised "as-built" drawings to cover any changes subsequent to FAT at
no extra cost.

The complete system shall be operational throughout the FAT period. All records made during the testing
period such as test results, lists of changes, "as-built" drawings, calibration certificates, manuals and any
other relevant documentation shall be supplied as part of final documentation.

8.2 Test Procedures

The Vendor/Contractor shall submit his test procedures in writing to the Owner for approval prior to the
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start of the testing programme.

Testing shall be carried out in accordance with Sections 5.3, 5.5 & 5.6 of API 670.

8.3 Test Certificates

The following test certificates shall be provided:-

a) Certified shop logs of mechanical running and performance tests.

b) A record of shop test data (which the Vendor/Contractor shall maintain for at least 5 years after
the date of shipment). The Vendor/Contractor shall supply certified copies of test data to the
Owner before shipment.

8.4 Start-up

8.4.1 When stated in the Purchase Order/Contract, the Vendor/Contractor shall be responsible for complete start-
up until unit is accepted as operational by the Owner. In this case, the Vendor/Contractor shall be
responsible for the supply of competent servicemen for the duration of the checking, start-up and run-on
period.
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9.0 DOCUMENTATION

9.1 Introduction

9.1.1 This section covers the documentation requirements for design, materials, inspection, testing, installation
and operation of the monitoring systems for rotating equipment.

The Vendor/Contractor shall supply documentation with his bid to enable full evaluation of it. The
Vendor/Contractor shall additionally supply full documentation, as noted in this specification and its
attachments, in the event of an order being placed.

9.2 Schedules and Reports

9.2.1 The Vendor/Contractor shall supply with his tender, a schedule showing submission of all documents for
review and approval, proposed Sub-Contractors and material procurement and a production/fabrication
programme.

9.2.2 The Vendor/Contractor shall submit with his tender a Quality Control Plan for the Purchase
Order/Contract.

9.2.3 After the Purchase Order/Contract award, monthly reports shall be submitted by the Vendor/Contractor
detailing design, procurement, production and documentation activities, the format of which shall be agreed
with the Owner.

9.2.4 A co-ordination meeting shall be held within four weeks of the placement of the Purchase Order/Contract,
to review all engineering and manufacturing requirements of the Purchase Order/Contract.

9.3 Data and Drawings

9.3.1 The documents detailed below shall be submitted for approval/review to the Owner and to the Inspection
Authority within the periods agreed between the Owner and Vendor/Contractor. It shall be the
responsibility of the Vendor/Contractor to ensure that the production schedule takes into account
documentation submission periods, plus a three week approval review period by the Owner and/or the
Inspection Authority.

9.3.2 All calculations detailed below shall be carried out in a clear and logical manner. The source of formulae
or methods shall be clearly referenced. Computer calculations will only be accepted if all input is shown,
together with calculated values of intermediate terms and factors and the computer program has been
validated to the satisfaction of the Owner.

9.3.3 The Vendor/Contractor shall submit as a minimum, the data and drawings as defined in API 670 Section 6
as amended below:

The Owner will specify the drawings and document requirements using the form contained in Appendix G
of API 670.

9.3.4 The following minimum information shall be included with the Vendor/Contractor's proposal:

a) copy of Owner's Data Sheets with Vendor/Contractor technical data entered as far as possible;

b) electrical power requirements as well as special cabling details as appropriate.

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9.4 Manuals

Requirements for data books, installation operation and maintenance manuals are as follows:

9.4.1 Data Books

Two (2) copies of the data book shall be provided containing the items specified in Sections 6.3.1 to 6.3.4
of API 670.

9.4.2 Installation, Operating and Maintenance Manuals

Six (6) copies of installation, operating and maintenance manuals shall be provided containing the
information defined in Section 6.3.6 of API 670.

10.0 PRIOR TO SHIPMENT

10.1 Painting

Surface preparation and painting shall be in accordance with GES X.01, GES X.02 and GES X.03 as
applicable. Electrical equipment and instruments shall be painted in accordance with GES X.06.

10.2 Spares

The Vendor/Contractor shall submit with his initial equipment proposal, a priced list of recommended spare
parts for "Start-up" and for "Two Years Operation".

10.3 Packing and Storage

This section describes the minimum requirements for the preservation and protection of monitoring system
during the sea and land transportation and storage, prior to installation.

Additions and Exceptions to API 670

The preparation for shipment shall comply with API 670 Section 5.4 as amended below:

5.4.5* Delete this paragraph and replace with:

The equipment shall be prepared for export shipment by sea. Shipment as non-
containerised deck cargo is not permissible.

The probable storage period will be specified in the Purchase Order/Contract and will
extend from the time of despatch to the time of unpacking at site. If the storage period is
not stated, a minimum period of 24 months shall be assumed.

5.4.6 As a minimum the following precautions shall be taken to protect the electric/electronic
equipment:

- Electrical devices and panels shall be packed for ocean shipment. They shall be
sealed in weatherproof containers with an adequate quantity of moisture
absorbent desiccant. Indicators shall be provided so that the condition of the
desiccant can be checked without unsealing the packing.

- All unused cable entries shall be properly plugged.

- Components that could be damaged during shipment shall be adequately

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supported or removed, labelled and separately packaged to avoid damage.

- All instruments and relays shall receive special attention to protect against
damage during transit. Temporary support shall be fitted where necessary.

10.4 Shipping

Detailed shipping arrangements are covered by the Purchase Order/Contract.

The equipment shall not leave the Vendor/Contractor's works for shipment until the release has been
approved by the Owner's Inspector.

10.5 Warranty

The Contractor shall provide manufacturer's written guarantees.

The Vendor/Contractor shall warrant all materials and services supplied against any defect for a minimum
of 12 months after commissioning or 24 months from the date of delivery to site, whichever is the shorter
period, or for the period stipulated in the Purchase Order/Contract.

Should any item be found defective, the Vendor/Contractor shall be responsible for all costs associated
with restoring the equipment to the standard specified by the Purchase Order/Contract.