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HERVE Equipment Engineering Training

BARON

Welcome to this presentation.

It is part of a suite of Engineering training modules.

It shows the activities and deliverables of the Equipment


discipline.

Comments are most welcome (herve.baron@gmail.com),


which I will incorporate for the benefit of all.

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Herv
HERVE Engineering disciplines: activities and deliverables
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PROCESS

EQUIPMENT

SAFETY & ENVIRONMENT

CIVIL

PIPING LAYOUT & MATERIAL

INSTRUMENTATION

ELECTRICAL

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HERVE Your reference
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A unique synthesis

200 pages, 250 illustrations

3000 copies sold to date

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Order your copy on-line today:
http://www.editionstechnip.com/U/baron_oil_gas_engineering_guide_the_1695.asp
HERVE
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Process design

PFDs
H&M balance

Equipment specification
Process
data sheet
Rotating
Pressure vessels
Fired equipment

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Heat exchangers
Packages etc.
HERVE Equipment list
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HERVE Equipment Mechanical
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HERVE Equipment Mechanical
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Which documents are issued to


Specify
Inquire

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Select
Order
Equipment?
HERVE Rotating Equipment
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Lets start with rotating

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HERVE Rotating Equipment
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Lets start with rotating

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Which documents are produced to specify Rotating Equipment ?
HERVE Process Data sheet / Mechanical Data Sheet
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The starting point for the mechanical


engineer is the Process Data Sheet (PDS) it
receives from the Process discipline.
From this, the Equipment Engineer produces
a Mechanical Data Sheet (MDS).

What additional information does the


MDS contain compared to the PDS?

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HERVE Process Data sheet / Mechanical Data Sheet
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HERVE Process Data sheet / Mechanical Data Sheet
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What are the contents of the code ?

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HERVE Process Data sheet / Mechanical Data Sheet
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What are the contents of the code ?


Data sheet template
The list of information to be
defined by Purchaser, e.g. cooling
medium, hazardous area
classification etc.
Technical requirements for the
design, accessories, tolerances
etc.

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HERVE Mechanical Data Sheet
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HERVE Mechanical Data Sheet
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Some data is highlighted in green while some data is highlighted in
orange. What is the difference?
HERVE Mechanical Data Sheet
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How and by whom are the Materials of Construction defined?
HERVE Engineering disciplines: activities and deliverables
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PROCESS

EQUIPMENT

SAFETY & ENVIRONMENT

CIVIL

PIPING LAYOUT & MATERIAL

INSTRUMENTATION

ELECTRICAL

Piping discipline

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Piping
Piping Materials/corrosion,
Plant Layout Piping materials calculations
installation insulation, painting
& supports
HERVE Material selection
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HERVE Material selection
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HERVE Pressure Vessels
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Which documents are produced to specify Pressure Vessels ?
HERVE Mechanical design
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Any other document ?

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HERVE Mechanical Data Sheet
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What additional information is contained in the Mechanical Data
Sheet that is not contained in the Process Data Sheet? What does
Mechanical design entail?
HERVE Mechanical Data Sheet
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Process Data Sheet: Mechanical Data Sheet:


design conditions design conditions & code
skeleton drawings scaled drawing
material (generic type) and material grades and thickness of
corrosion allowance all parts
equipment dimensions all dimensions
definition of type of internals drawings of internals
nozzles list nozzzles position and elevation
height from ground designed support
weight
loads on foundation

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limits of supply
HERVE Mechanical design
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The vessel wall thickness is calculated so that with all


loadings, i.e.,
Internal pressure
External pressure
Weight
Seismic
Wind
Other external loads, from connected pipes etc.
the maximum stress for the selected material is not

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exceeded
HERVE Mechanical design
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The vessel wall thickness is calculated so that with all


loadings, i.e.,
Internal pressure
External pressure
Weight
Seismic
Wind
Other external loads

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HERVE Mechanical design
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http://www.microprotol.com/demo_viewlet.htm
HERVE Mechanical design
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Calculation file

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HERVE Mechanical Design
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HERVE Mechanical Design
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HERVE Mechanical Design
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HERVE Mechanical data sheet
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HERVE Equipment Mechanical
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HERVE Heat Exchangers
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HERVE Heat Exchanger
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The starting point for the Equipment engineer is the Data Sheet received from
Process discipline. Depending on the type of Heat Exchanger, this data sheet
shows the duty only, i.e., flow + inlet/outlet conditions or the size of the heat
exchanger.

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Plate & Frame heat
exchangers, Air coolers:
specified only not sized - by Shell & tube heat exchangers: sized by Process.
Process.
HERVE Heat Exchanger
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Shell & Tubes
Sizing of Shell & tube heat exchangers by Process

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https://www.htri.net/demo/
HERVE Heat Exchanger thermal sizing
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TEMA Data Sheet

The Data Sheet issued by


Process to Equipment for a
Shell & Tube Heat
Exchanger is a Thermal Data
Sheet, it indicates the size
of the heat exhcnager:
numbers & length of tubes
etc.

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HERVE Heat Exchanger
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The data Sheet issued by


Process for other types of
heat Exchangers indicates
the duty only, i.e., flow +
inlet/outlet conditions, no
sizing.

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HERVE Heat Exchanger
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Mechanical Design
The Equipment engineer performs the Mechanical design of Shell & Tube type heat exchangers only.
Ref[1]: 0
N2A N2B V

N4

HLL HLL

N5 N1A UC N1B D N3

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HERVE Heat Exchanger
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Mechanical Design

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HERVE Heat Exchanger / Mechanical Data Sheet
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The mechanical design results in the issue of the Mechanical Data Sheet

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HERVE Equipment Mechanical
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How are heaters specified ?

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HERVE Equipment Mechanical
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Heaters Process Data Sheet

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What is particularly important while specifying a heater ?
HERVE Equipment Mechanical
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What are the miscellaneous


equipment?

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HERVE Equipment Mechanical
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What is a package ?

Package = Set of equipment, accessories and services


contracted or purchased to a single Vendor
realizing a process function, with associated functional guarantees

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assembled on a single skid or multi skid, or shipped loose (bulk)
HERVE Equipment Mechanical
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What is a package ?

What is, for Engineering, the purpose


to order as a package ?

Purpose
to have a better efficiency (than if it was done by the Engineer)
to minimize site erection work
to have ONE single functional guarantee

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to have a party (vendor) who is able to bring a specific know-how
HERVE Equipment Mechanical
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What is a package ?

What is, for Engineering, the purpose


to order as a package ?

What is usually ordered as a package ?

Common types of packages


Turbo-compressor
Heaters, boilers, incinerators,
Air/nitrogen generation, chemical injection

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Water/gas treatment
Solid handling, conveyors, cranes etc.
HERVE Packages
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Off-shore

Instrument air generation Air dryers skid

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HERVE Packages
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Glycol regeneration Off-shore

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HERVE Packages
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Nitrogen generation unit On-shore

Steam bath
vaporizer
Cold box
Storage tank
(25m high)

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HERVE Equipment Mechanical
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What is a package ?

What is, for Engineering, the purpose


to order as a package ?

What is usually ordered as a package ?

Which is the responsible discipline ?

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HERVE Equipment Mechanical
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Which is the responsible discipline ?

Packages requiring mainly know-how for one Equipment type,


designed to ONE particular code: the concerned Equipment
discipline
Turbo-compressor ROTATING
Heaters, boilers, incinerators FIRED HEATER
Desalter PRESSURE VESSELS

Packages involving several Equipment type, the design of which is


NOT dictated by ONE particular code: the PACKAGE discipline
Air/nitrogen generation, chemical injection PACKAGE
Water/gas treatment PACKAGE

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Solid handling, conveyors, cranes etc. PACKAGE
HERVE Equipment Mechanical
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What is a package ?

What is, for Engineering, the purpose


to order as a package ?

What is usually ordered as a package ?

Which is the responsible discipline ?

Which document is produced to specify


a package ? By whom ?

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HERVE Equipment Mechanical
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A duty spec rather than a
Data Sheet is issued for
packages.
It is issued by Process

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HERVE Equipment Mechanical
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What type of guarantees


are requested?

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HERVE Equipment Mechanical
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What type of guarantees


are requested?

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HERVE Equipment Mechanical
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What are the key to consider when


specifying a package?

Applicable specifications: Manufacturer standard, a few Project


specifications or all?
Automation design: Independent control system or not ?
Pre-assembly level / extent of site works
Definition of limits of supply and interfaces in all disciplines, e.g. civil

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Involvement of Engineer: no / partial or full check ?
HERVE Equipment Mechanical
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Applicable specifications: Manufacturer standard, a few Project


specifications or all?
Automation design: Independent control system or not ?
Pre-assembly level / extent of site works
Definition of limits of supply and interfaces in all disciplines, e.g. civil

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Involvement of Engineer: no / partial or full check ?
HERVE Instrumentation Specification for packaged units
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Local control Centralized control

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HERVE Equipment Mechanical
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What other documents besides the Data Sheet / Duty


specification are issued to specify and order Equipment ?

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HERVE Equipment Mechanical
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What other documents besides the Data Sheet / Duty


specification are issued to specify and order Equipment ?
2) THE SPECIFICATION

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HERVE Data sheet / Specification
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What is the scope of each document?
HERVE Data sheet / Specification
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Two types of specifications are issued. What are the two types?
HERVE Specification
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General

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63
EP - 21799_a_A_ppt_01 - Eng. Mangement Part 2 - Engineering disciplines
HERVE Specification
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General specification:

It does not apply to a particular equipment (tag) but to all items of this
family of equipment, e.g. fired heaters, S&T HX etc.
Only lists the amendments to a code
For standard supplies, it is enough, along with the MDS
For packages, general specifications for all equipment types within the
package must be included

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HERVE Equipment codes & Standards
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Pressure Vessels
ASME Section VIII, Division 1 Rules for Construction of pressure Vessels
ASME Section VIII, Division 2 Rules for Construction of pressure Vessels

Fired Heaters and Steam Boilers


ASME Section I Power Boilers Code
API 560 Fire heaters for refinery services

Heat Exchangers
API 660 Shell & Tube
API 661 Air-cooled HX

Rotating Equipment
API 610 Centrifugal pumps for Petroleum and Natural Gas Industries
API 617 Centrifugal compressor for general refinery service

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API 611 General purpose turbines for refinery service

Atmospheric Storage Tanks


API 650 Welded Tanks For oil Storage
HERVE Specification
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Particular

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HERVE Specification
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General specification:

It does not apply to a particular equipment (tag) but to all items of this
family of equipment, e.g. fired heaters, S&T HX etc.
Only lists the amendments to a code
For standard supplies, it is enough, along with the MDS
For packages, general specifications for all equipment types within the
package must be included

Particular specification

Specific to a particular equipment item (Equipment Tag)


Issued for complex and extended scope of supply, including several types
of equipment, e.g. machinery auxiliaries, and for packages
Issued when the supply is not standard, i.e. specific requirements etc. that

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the general specification does not cover
It is fully comprehensive... as shown on the TOC on the next slide
HERVE Specification
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Detailed scope of supply

Scope of services

Reference documents

Applicable codes & standards

Deviations & Exceptions

Design Requirements

Packing, marking and shipping

Shop assembly and delivery conditions

Inspection & testing

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Guarantees & warranty

Data required with the bid


HERVE Specification
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Detailed scope of supply

Scope of services

Reference documents
Deviations and exceptions are discussed with
Applicable codes & standards Vendors, and incorporated in the specification
final revision IFP
Deviations & Exceptions

Design Requirements

Packing, marking and shipping

Shop assembly and delivery conditions

Inspection & testing

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Guarantees & warranty

Data required with the bid


HERVE Specification
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Detailed scope of supply

Scope of services

Reference documents

Applicable codes & standards In all concerned disciplines (to reduce the
number of other discipline specs
Deviations & Exceptions transmitted to the vendor)

Design Requirements

Packing, marking and shipping

Shop assembly and delivery conditions

Inspection & testing

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Guarantees & warranty

Data required with the bid


HERVE Specification
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Detailed scope of supply

Scope of services

Reference documents

Applicable codes & standards

Deviations & Exceptions

Design Requirements

Packing, marking and shipping


Strongly influences the amount of work on
Shop assembly and delivery conditions site

Inspection & testing

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Guarantees & warranty

Documentation
HERVE Specification
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Detailed scope of supply

Scope of services

Reference documents

Applicable codes & standards

Deviations & Exceptions

Design Requirements

Packing, marking and shipping

Shop assembly and delivery conditions


During bid stage (before PO)
Inspection & testing information is required to Vendor for

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Technical analysis. This paragraph is
Guarantees & warranty deleted for IFP revision

Data required with the bid


HERVE Equipment Mechanical
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Which document, issued to the bidders, summarizes the inquiry?

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HERVE Equipment Mechanical
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Which document, issued to the bidders, encapsulates all


requirements for a particular supply?
1) THE MECHANICAL DATA SHEET
2) THE SPECIFICATION

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3) THE MATERIAL REQUISITION
HERVE Material requisition
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HERVE Material requisition
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HERVE Material requisition
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HERVE Material requisition
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1 PIM, attendance to all checks and test points (HOLD)

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2 PIM, optional attendance to checks and test points
3 Attendance to final tests only
4 Review of documents only
HERVE Material requisition
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1 PIM, attendance to all checks and test points (HOLD)

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2 PIM, optional attendance to checks and test points
3 Attendance to final tests only
4 Review of documents only
HERVE Inspection requirements
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previous experience with this supplier (rating by


Engineering / Inspection / Expediting),
References, audits, NCR etc.
Operating Conditions,
Manufacturing Difficulty, Impact on
Design or overall Project Schedule.
Supplier class
Very good Good Fair Bad

Very critical
Equipment Criticality

Critical

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Low critical

Non critical
HERVE Inspection requirements
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1 PIM, attendance to all checks and test points (HOLD)
2 PIM, optional attendance to checks and test points
3 Attendance to final tests only
4 Review of documents only

Supplier class
Very good Good Fair Bad

Very critical not not


Equipment Criticality

1 1 qualified qualified
not
Critical 3 2 2 qualified

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Low critical 4 3 2 2

Non critical 4 3 3 3
HERVE Material requisition
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What are the


different types
of documents
requested from
the vendor ?

1 PIM, attendance to all checks and test points (HOLD)


2 PIM, optional attendance to checks and test points

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3 Attendance to final tests only
4 Review of documents only
HERVE Vendor documents
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Design documents, such as mechanical calculation note etc.

Interface documents, such as loads on foundation, Purchaser's


connections drawing etc.

Manufacturing documents such as welding and testing procedures,


inspection and test reports,

Installation documents, such as preservation procedure, lifting


instructions etc.

Operating and maintenance manual, spare parts list

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HERVE Vendor documents
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Design documents, such as mechanical calculation note etc.

Interface documents, such as loads on foundation, Purchaser's


connections drawing etc.

Manufacturing documents such as welding and testing procedures,


inspection and test reports,

Installation documents, such as preservation procedure, lifting


instructions etc.

Operating and maintenance manual, spare parts list

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Which type of documents is the most critical for Engineering
development ?
HERVE Vendor Documents Requirements & Schedule (VDRS)
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What do you do to ensure these documents will be submitted on-time ?
HERVE Vendor Documents Requirements & Schedule (VDRS)
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HERVE Equipment / Mechanical
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WRAP-UP !

Documents issued by Equipment discipline:


Mechanical Data Sheet
Specification (General / Particular)
Material Requisition

Another document is issued by the Equipment discipline, which


one?

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HERVE Bid technical evaluation
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Requirements Supplier 1 Supplier 2

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HERVE Equipment / Mechanical
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What is the work of the Equipment engineer after the purchase order is
placed?

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HERVE Equipment / Mechanical
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What is the work of the Equipment engineer after the purchase order is
placed?
Review of vendor documents

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HERVE Equipment / Mechanical
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What is the work of the Equipment engineer after the purchase order is
placed?
Review of vendor documents

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HERVE Equipment / Mechanical
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Decision during a clarification meeting
Scope of supply: counter with vendor, for instance to allow
flange to be supplied by maintenance
vendor, as per contractual
specification

Comments on Instrument
numbering and
installation: Vendor P&ID
shall use the same
nomenclature than
projects P&ID

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Missing information: setting pressure of
PCV shall be indicated on P&ID
HERVE Equipment / Mechanical
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What is the work of the Equipment engineer after the purchase order is
placed?
Review of vendor documents
Coordination with other disciplines

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HERVE Equipment / Mechanical
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What is the work of the Equipment engineer after the purchase order is
placed?
Review of vendor documents
Coordination with other disciplines. There are many interfaces

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HERVE Interfaces
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Which engineering data is exchanged
with the Vendor of a column?
Discipline Provider Receiver
Piping Nozzle elevation, Nozzle
orientation, loads exact
position
Plant layout Elevation &
position of
manholes, height
of skirt/support
Civil Platform supports Loads on
(location and load) foundation
Piping supports Pipe support
location
Instrumentation Elevation of level

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connections
Internals vendor Internals supports
Electrical Earthing lug /
lightning lug
HERVE Equipment / Mechanical
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Other Engineering disciplines / Project


functions will also be involved.

Discipline Involvement
Materials/Corrosion Review materials,
coating, insulation
cathodic protection
Inspection Tests, NDE, RBI
Construction Reviews, site assembly,
heavy lifts

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HERVE Equipment / Mechanical
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A column is vendor is also at interface


with another vendor. Which one?

That of the column internals

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Illustation courtesy of Sulzer
HERVE Wrap-up
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Dcouments issued to order various types of equipment


Equipment Process discipline Equipment/Mechanical discipline
PDS Duty MDS Particular General MR
spec Specification Specification
Pressure Vessel X X X X
Rotating equipment X X For X X
extended /
complex
supplies
Heat Exchanger Shell & X X X X
Tube
Air-coolers X X X
Fired heater X X For X X

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extended /
complex
supplies
Package X X X
HERVE Going further
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Engineering
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Project Control

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The list and schedule of coming sessions is on my blog at:
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