Process Engineering

Technical Training Module 6 – P&IDs

 Overview

 Key Objectives
 Context Setting
 WorleyParsons P&ID Development Guidelines
 P&ID Development Considerations
 Detailed P&ID Content
 P&ID Task
 P&ID Document Control
 Management of Change
 Objectives

 Key Objectives of this Module are to:

· Develop and check P&IDs in accordance with WP standards
· Provide overview of general P&ID formatting rules
· Provide detailed P&ID content (piping / equipment / instr.)
· Detail the Key Document Change Notice (KDCN) procedure
 What is a P&ID?

 A Piping and Instrument Diagram (P&ID) is a detailed,

graphical representation of a process showing:
· All equipment including spares
· All piping and valving
· All instrumentation
 P&IDs provide the detail necessary to design, construct and
operate a process facility
 P&IDs are normally shown as side elevation
 P&IDs are also called:
· Engineering Flow Diagrams (EFDs)
· Mechanical Flow Diagrams (MFDs)
· Engineering Line Diagrams (ELDs)
· Process Engineering Flow Schemes (PEFS)

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 What is a P&ID used for?

· Uses for a P&ID include:

− Numbering and tagging
− Depiction of controls, alarm & trip functions
− Communication from engineering to designers
− Summary of piping & equipment sizing information
− Generation of lists
− Basis for building piping models
− Design development
− Basis documents for HAZOP
− Key document for construction & commissioning
− Key safety document for operations
− Maintain control of the design
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 WP P&ID Development Guideline / Procedures

· Local Office Process Discipline Induction / EMS

· EPP-0017-COR-EN: Process Drawings Content Standard
· EPP-0016-COR-EN: P&ID Development Procedure
· EPF-0121-COR-EN: Drawing Prompt List Template
· EPP-0035-COR-EN: Engineering Checking and Stamps
Standard
· Local Office Design Manual (e.g. ENM-0157-AUE)
· Project Execution Plan (PEP)

· Note, most projects use client standards which may differ

from industry and WP standards/guidelines.

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 P&ID Process Engineering Responsibility

 Process is solely responsible up to when they are

“frozen”, typically post-HAZOP “Issued for Design”
 During design, Process are the custodians of the
“Master” P&IDs
 Input also from Instrumentation, Mechanical, Civil,
Electrical, Piping
 Process Engineer sizes equipment and piping
 Drawing done electronically by 2D-CAD Group
· AUTOCAD
· Microstation
· Intelligent P&IDs (SPPID)
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 Early Considerations for P&ID Development

· PIP PIC-001: Process Industry Practices – P&ID Documentation

Criteria
· P&ID Numbering (e.g. Project / WP / Construction & Demo (-P & -R) /
Phases (-1P & -2P) / Brownfield vs Greenfield)
· Legend Sheet & Typical Details
· Design Basis, Philosophies, Client and Other (e.g. API 14C)
Standards
Issued for Construction
· PFDs / UFDs / SFDs & Existing Brownfield drawings for go-by
· Calculations (e.g. line sizing)
· Equipment numbering system
· Materials & Piping Specifications
· Pressure and temperature specification breaks
· Mechanical design conditions of equipment
· PSV tailpipe and blowdown lateral materials of construction
· Revision Sequence (Developed by project)
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· Clouding – Scope & Revision Clouds
 P&ID Development – Legend Sheet

 P&ID Legend Sheet(s) is effectively the first P&ID that rules

the rest
 The legend sheet is a summary document that sets out P&ID
nomenclature covering:
· Revision format
· Clouding (scope & revision)
· Equipment representation and numbering
· Instrument tagging
· Piping specifications / classes
· Global notes and references

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 P&ID Development - Revisions

 P&ID Revision Identifiers and Descriptors

· A – Issued for Internal Review
· B – Issued for Client Review
· C – Issued for HAZOP
· D – Issued for Design
· 0 – Issued for Construction
Project specifics may see variations to the detail above.

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 Clouding

Note: Revision clouds are Alpha up to Rev 0 (typically IFC)

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 Revision Clouding

· Drawings pre IFC (Alpha Revisions)

− Revision changes are clouded with triangles.
− Only show revision cloud for current revision
· Drawings at IFC (Rev 0 – Numerical Revision)
− No revision clouds / triangles shown
− All alpha revisions are removed from revision block.
− Holds to be removed.
· Drawings post IFC (Rev 1 … Numerical Revisions)
− Revisions changes are clouded with revision triangles.
− Only show revision cloud for current revision

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 Clouding (Scope & Revision)
CONSTRUCTION DEMOLITION
 P&ID Requirements - Format

· Layout
− P&ID to be printed in A3
− Avoid clutter and allow for future modifications.
− Show primary flow on each P&ID from left to right. Show flow
through equipment relative to actual arrangement.
− Show primary process lines heavier than secondary / utility lines
− Show equipment arrangement relative to its elevation to grade
(e.g., pumps at bottom of P&ID).
− Show piping as vertical or horizontal with minimal direction
changes.
− Connector to show service description, P&ID number, and
origin/destination

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 P&ID Requirements - Format

· Symbols used on a P&ID

− Show format, equipment, piping and instrument symbols in
accordance with the defined legend sheet.
− Show equipment internals using a short dash/space line.
− Show normally closed manual valves using NC or with a
darkened solid symbol.
− Show on/off valves in normal operating position.
− Do not show control valves or relief valves normally closed.

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 P&ID Requirements - Format

· Lines
− Show flow arrows at corners and intersecting lines, where there is
a change in direction.
− Break vertical primary process lines if crossing horizontal primary
process lines.
− Break instrument lines for all process and utility lines.
− Avoid routing lines across equipment or text.
− Avoid dog-legs

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 P&ID Requirements - Equipment

· Equipment General Information

− Identify the equipment with its name and tag
− Show equipment by simple outline
− Show design conditions and sizing data
− Show nozzles on vessels, columns or tanks
− Show nozzle sizes, unless the size is implied by piping
connections
− Do not show equipment elevations unless they are necessary
(e.g. for thermosiphon reboilers)
− Show auxiliary system requirements (e.g., lube oil systems) on
auxiliary P&IDs
− Show the type of insulation (e.g. personnel protection, heat
conservation) for equipment

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 P&ID Requirements - Piping

· Line Data Identification

− Used to record line sizing and engineered data
− The data facilitates design management and material
procurement

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 P&ID Requirements - Piping

· Line Data Identification

− When to change line numbers …
♦ Lines separated by equipment
♦ Lines on branch meets a different line
♦ Line changes fluid service
♦ Line class break
♦ Across pressure relief valves
♦ When requested by piping designers
− Line number change not necessary …
♦ Flows through a specialty piping item or control valve
♦ Minor vent / drain points
− Show insulation code changes
− Show special layout requirements (e.g. “No Pockets”)
with a note
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 P&ID Requirements - Piping

· Specialty Piping Items (SP Items)

− An SP-XXXX number is given to items that are not part of a pipe
specification and have no instrument / equipment number (e.g.
pipe strainer, injection quill).

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 P&ID Requirements - Piping

· Piping Fittings
− Show piping fittings and branch connections
− Show all reducers (sometimes multiple fittings are required)
· Drain Connectors
− Show the closed and open drain connectors
· Notes
− Show specific design notes on the applicable P&ID
· HOLDs
− Show specific design HOLDs on the applicable P&ID (track on
HOLDs List)
· Line Slopes

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 P&ID Requirements - Valves

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 P&ID Requirements - Instrumentation

 Instrumentation & Controls

· Symbology
· Actuated Valves
· Control systems
· Safety/Relief Devices
· Miscellaneous

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 P&ID Requirements - Instrumentation

· Symbology
− Show instrument and control symbols in accordance with the
defined legend sheet
− Refer to ANSI / ISA-5.1 (Instrumentation Symbols and
Identification) for items not listed on the legend sheet

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 P&ID Requirements – Instrumentation

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 P&ID Requirements – Instrument Functions
and Signals

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 P&ID Requirements – Instrumentation Tags

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 P&ID Requirements - Valves

Typical Temperature Control Loop

Typical Shutdown Valve Detail

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 P&ID Task – PSVs & Blowdown

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 P&ID Task – Details for a Separator

Pause training
presentation if
you need to take
notes

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 P&ID Task – Details for a Separator

 Equipment
· Separator Type (by schematic)
· Equipment Name & Number
· Equipment Operating & Design Conditions
· Equipment Dimensions
· Nozzles – shown and numbered
· Manway
· Removable spool
· Internals – Inlet device, Baffles, Demister, Vortex Breaker
· Feed, vapour and liquid lines
· Vessel trim number and insulation (i.e. N/A)

Pause training presentation if you need to take notes

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 P&ID Task – Details for a Separator

 Instrumentation
· Electrical and software signal lines
· Instrument tags
· Level
− Level gauge / transmitters
− Level control on liquid lines
− Vents / drains on level gauges
− Independent shutdown / control level transmitters
· Pressure
− Pressure safety valve (size, type & set pressure)
− Blowdown orifice
− Pressure control valve on vapour line
− Shutdown valves on feed and liquid outlet lines (with failure position & size)
· Temperature
− Temperature indication

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Pause training presentation if you need to take notes
 P&ID Task – Details for a Separator

 Piping
· Tie-in points
· Feed, vapour and liquid outlets & drains
· Valves – size, type, number
· Reducers
· Purge points
· Line size, service, number & specification (material & flange rating)
· Heat tracing (shown as “HT”)
· High point vents / low point drains
· Valves showing their open / closed position for car sealed, locked and normal
types
· Specification breaks
· Line slopes
· Minimum distance indication
· Flow arrows
Pause training presentation if
· Clouds and Notes
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you need to take notes
 P&ID Development Process

 Purpose of Reviews
· To check for drawing accuracy
· To check with consistency with other documents such as data
sheets, piping specs, line lists
· To check control system design against control philosophy
· To provide an interaction among representatives of the appropriate
engineering and operations disciplines
· To inform Client representatives and confirm expectation
· To facilitate production of complete and accurate PFDs and P&IDs for
formal approval and use in subsequent work.
· To perform safety reviews and HAZOPs

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 P&ID Development Process

 WorleyParsons P&ID Development Procedure:

· Planning (Numbering system, filing, resourcing)
· Symbols & Legend Sheet
· Identify P&IDs
· Create New P&IDs
· Modify Existing P&IDs
· P&ID Squad Check (Rev A)
· P&ID Design Review
· Client Review
· HAZOP
· Issued for Design
· P&IDs Frozen – KDCN
· Issued for Construction (Rev 0 – delete clouds)
· As-building
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 P&ID Checking and Document Control

 CHECKING RULES (refer to EMS: EPP-0035-COR-EN)

· A Master Set of P&ID’s, stamped accordingly, shall be available in a
designated location for review and checking.
· Any changes made to the P&ID’s shall be initialed and dated by the
reviewer on the Master set of P&IDs
· Recommended to track controlled changes by annotating the KDCN
reference
· Use coloured highlighters / pens to mark the drawing according to the
standard markup protocol

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 P&ID Checking and Document Control

 Checking Colours (from EMS EPP-0035-COR-EN

Engineering Checking Requirements):
Correct yellow highlighter
Mark up additions/changes red (pen or pencil)
Deletions blue highlighter
Back-drafting complete green highlighter
Back-checking complete orange highlighter
Highlight (optional) pink highlighter
Comments/instructions pen/pencil any color except red

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 P&ID Management of Change (KDCN)

 KDCN – Key Document Change Notice

· EMS EPP-0087-COR-EN Key Document Change Notice (KDCN) Procedure
· KDCN provides a management of change to track changes made to “Key
Documents”
 Key documents include:
· PFDs, P&IDs, Plot Plans, Equipment Lists, Line Lists, Single Line Diagrams,
Hazardous Area Classification Drawings, Basis of Design, Safety Critical
Calculations and Work Release Packages
 Procedure:
· Obtain verbal approval
· Anyone marks up change on black and white photocopy of Working Master
P&ID
· Attach change to KDCN form.
· PVN may be required – up to disciplines / PM.
· KDCN approved by Project Manager & Client (if required)
· KDCN details are marked up on Working Master document in red with KDCN
number marked up in green in a circle (originator initials optional).
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P&ID Management of Change - Flixborough
P&ID Management of Change - Flixborough
P&ID Management of Change - Flixborough
 Reference Material

 The following slides are provided for the student to review

separately
 Reference Material

Reference Material
1. P&ID Flowchart from FEED Scope (FEL3) to In-House
review
2. P&ID Flowchart from In-House Review To P&ID Review
3. P&ID Flowchart from P&ID Review To Issue for HAZOP
4. P&ID Flowchart from HAZOP to Issue for Design (end of
FEED)
5. P&ID Issue Requirements

Slide 43
 Reference Material

If Available
Is Drawing Ready
FEED (FEL3) Project Manager Project Engineer

1 P&ID Flowchart from FEED

Scope of Work

(FEL3) SOW to In-House Process Manager

Review Process
Prepares PFDs

Process 2D-CAD provides

Prepares P&ID Sketch Legend Sheets

Control Systems
Adds Instrumentation
Excluding Tag Numbers

Process
Reviews Drawings

2D-CAD Prepares
Drawing

Drawings are
Returned to Process

Piping Service Process Back Line Numbers

Index if Available Checks Drawings If Available

No Is Drawing Ready
to Issue?
Yes

Issue for
In-House Review

In-House Review
Rev. A
Revview

Slide 44
 Reference Material

P&ID Flowchart from In-House

In-House Review

2. Comments

Review to P&ID Review Client Comments Process Engineer

Collects Comments
Other Discipline
Comments

Process Engineer Line Numbers

Piping Specifications Incorporates Comments

Instrumentation and
Control Group Markup
Including Tag Numbers

Process Engineer
Reviews Drawings

2D-CAD Incorporates
Drawing Comments

2D-CAD Checks and Returns

Drawings to Process

Process Back
Checks Drawings

No
Is Drawing Ready
to Issue?
Yes

Issue for Client

Review & Approval
Rev B

P&ID Review

Slide 45
 Reference Material

P&ID Flowchart from P&ID

P&ID Review

3. Comments

Review to Issue for HAZOP Client Comments Process Engineer

Collects Comments
Other Discipline
Comments

Process Engineer
Incorporates Comments

Instrumentation and
Control Group
Final Comments

Process Engineer
Reviews Drawings

2D-CAD Incorporates
Drawing Comments

Drawings are
Returned to Process

Process Back
Checks Drawings

No
Is Drawing Ready
to Issue?
Yes

Issue for
HAZOP
Rev C

HAZOP

Slide 46
 Reference Material

P&ID Flowchart from HAZOP

HAZOP Actions

4.
Review to Issue for Design Client Comments Process Engineer
Collects Comments
Other Discipline
Comments

(Completion of FEL3)
Resolution of
HAZOP Comments

Review of
Client Comments Resolved HAZOP
Items

Process Engineer
Reviews Drawings

2D-CAD Incorporates
Drawing Comments

Drawings are
Returned to Process

Process Back
Checks Drawings

No
Is Drawing Ready
to Issue ?
Yes

Issue for Design

Rev 0
(FEL3 Complete)

Detailed Engineering

Slide 47
 Reference Material
5. P&ID Issue Requirements

Slide 48
 Reference Material
5. P&ID Issue Requirements

Slide 49
 Reference Material
5. P&ID Issue Requirements

Slide 50
 Reference Material
5. P&ID Issue Requirements

Slide 51
 Reference Material
5. P&ID Issue Requirements

Slide 52
 Reference Material
5. P&ID Issue Requirements

Slide 53
 Reference Material
5. P&ID Issue Requirements

Slide 54