Petronas Technical Standards: Preparation of Process Flow Schemes and Process Engineering Flow Schemes
Petronas Technical Standards: Preparation of Process Flow Schemes and Process Engineering Flow Schemes
Petronas Technical Standards: Preparation of Process Flow Schemes and Process Engineering Flow Schemes
PTS 01.00.02.11
NOVEMBER 2011
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means (electronic, mechanical, photocopying, recording or otherwise) without the permission of the copyright owner.
PTS Circular
2011 - 1
This revision of PTS 01.00.02.11 - Preparation of Process Flow Schemes and Process
Engineering Flow Schemes (November 2011, Revision 4) has been updated incorporating
PETRONAS Lessons Learnt, Best Practice and new information issued by relevant industry code
and standards. All updates in the document are highlighted in italic font.
The previous version of this PTS 01.00.02.11 (January, 2009) will be removed from PTS binder/ e-
repository from herein onwards.
The custodian of this PTS is:
Name: M Rizal Abd Rahman
Tel. No: +603-27836286
Please direct any questions regarding this PTS to the above-named.
Revision History
Rev No. Reviewed by Approved by Date
0 Dec 1996
1 Oct 2003
2 Feb 2007
3 M Rosdi Naim Zainab Bt Kayat Jan 2009
4 M Rizal A Rahman Zainab By Kayat Nov 2011
PTS 01.00.02.11
November 2011
Page 3
PREFACE
PETRONAS Technical Standards (PTS) publications reflect the views, at the time of
publication, of PETRONAS OPUs/Divisions.
They are based on the experience acquired during the involvement with the design,
construction, operation and maintenance of processing units and facilities. Where
appropriate they are based on, or reference is made to, national and international
standards and codes of practice.
The objective is to set the recommended standard for good technical practice to be applied
by PETRONAS' OPUs in oil and gas production facilities, refineries, gas processing plants,
chemical plants, marketing facilities or any other such facility, and thereby to achieve
maximum technical and economic benefit from standardisation.
The information set forth in these publications is provided to users for their consideration
and decision to implement. This is of particular importance where PTS may not cover every
requirement or diversity of condition at each locality. The system of PTS is expected to be
sufficiently flexible to allow individual operating units to adapt the information set forth in
PTS to their own environment and requirements.
When Contractors or Manufacturers/Suppliers use PTS they shall be solely responsible for
the quality of work and the attainment of the required design and engineering standards. In
particular, for those requirements not specifically covered, it is expected of them to follow
those design and engineering practices which will achieve the same level of integrity as
reflected in the PTS. If in doubt, the Contractor or Manufacturer/Supplier shall, without
detracting from his own responsibility, consult the owner.
The right to use PTS rests with three categories of users:
1) PETRONAS and its affiliates.
2) Other parties who are authorised to use PTS subject to appropriate contractual
arrangements.
3) Contractors/subcontractors and Manufacturers/Suppliers under a contract with users
referred to under 1) and 2) which requires that tenders for projects, materials
supplied or - generally - work performed on behalf of the said users comply with the
relevant standards.
Subject to any particular terms and conditions as may be set forth in specific agreements
with users, PETRONAS disclaims any liability of whatsoever nature for any damage
(including injury or death) suffered by any company or person whomsoever as a result of or
in connection with the use, application or implementation of any PTS, combination of PTS
or any part thereof. The benefit of this disclaimer shall inure in all respects to PETRONAS
and/or any company affiliated to PETRONAS that may issue PTS or require the use of
PTS.
Without prejudice to any specific terms in respect of confidentiality under relevant
contractual arrangements, PTS shall not, without the prior written consent of PETRONAS,
be disclosed by users to any company or person whomsoever and the PTS shall be used
exclusively for the purpose they have been provided to the user. They shall be returned
after use, including any copies which shall only be made by users with the express prior
written consent of PETRONAS.
The copyright of PTS vests in PETRONAS. Users shall arrange for PTS to be held in safe
custody and PETRONAS may at any time require information satisfactory to PETRONAS in
order to ascertain how users implement this requirement.
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TABLE OF CONTENTS
1. INTRODUCTION ...................................................................................................... 5
1.1 SCOPE ..................................................................................................................... 5
1.2 DISTRIBUTION, INTENDED USE AND REGULATORY CONSIDERATIONS ......... 5
1.3 DEFINITIONS ........................................................................................................... 5
1.4 CROSS-REFERENCES ........................................................................................... 6
1.5 REVISION TO PREVIOUS EDITION ........................................................................ 6
2. PROCESS FLOW SCHEMES (PFS) ........................................................................ 8
2.1 GENERAL ................................................................................................................ 8
2.2 EQUIPMENT GENERAL .......................................................................................... 9
2.3 EQUIPMENT IDENTIFICATION AND TYPICAL DATA ............................................ 9
2.4 PROCESS, UTILITY AND DISPOSAL LINES AND INSTRUMENTATION ............. 10
3. PROCESS ENGINEERING FLOW SCHEMES (PEFSs) ........................................ 12
3.1 GENERAL .............................................................................................................. 12
3.2 EQUIPMENT .......................................................................................................... 13
3.3 PROCESS, UTILITY AND DISPOSAL LINES AND INSTRUMENTATION ............. 14
3.4 NOTES ................................................................................................................... 15
3.5 SYMBOLS AND LEGEND SHEETS ....................................................................... 15
3.6 ABBREVIATIONS ................................................................................................... 15
4. REFERENCES ....................................................................................................... 18
5. BIBLIOGRAPHY ..................................................................................................... 18
6. ATTACHMENT: HEAT AND MATERIAL BALANCE TABLE (SAMPLE) ................. 19
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1. INTRODUCTION
1.1 SCOPE
This PTS specifies requirements and gives recommendations for the preparation of
Process Flow Schemes (PFSs) and Process Engineering Flow Schemes (PEFSs). The
party responsible for the process design and process engineering design prepares these
schemes.
The requirements and recommendations in this PTS are independent of the tools with
which the schemes are produced. If a Computer Aided Design (CAD) drafting system is
used it shall be compatible with an intelligent drawing and database system and
PETRONAS Electronic Document Management System (PEDMS) to be specified by the
Principal.
PFSs and PEFSs shall not only be prepared for process units in a narrower sense, but also
for utility units and for common facilities where such schemes are appropriate.
This PTS is a revision PTS of the same number dated January 2009.
A summary of changes from the previous edition is given in (1.5). In the preparation of this
PTS revision, BS EN ISO 10628 was considered; however, it was decided for the time
being not to incorporate this external standard due to the large impact this would have on
the existing documentation within PETRONAS.
1.3 DEFINITIONS
The Contractor is the party that carries out all or part of the design, engineering,
procurement, construction, commissioning or management of a project or operation of a
facility. The Principal may undertake all or part of the duties of the Contractor.
The Manufacturer/Supplier is the party that manufactures or supplies equipment and
services to perform the duties specified by the Contractor.
The Principal is the party that initiates the project and ultimately pays for its design and
construction. The Principal will generally specify the technical requirements. The Principal
may also include an agent or consultant authorised to act for, and on behalf of, the
Principal.
The word shall indicates a requirement.
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1.4 CROSS-REFERENCES
Where cross-references to other parts of this PTS are made, the referenced section
number is shown in brackets. Other documents referenced by this PTS are listed in (4).
2.1 GENERAL
A PFS is a schematic drawing of a process or utility unit showing all relevant physical and
other process data, the main utility characteristics, the basic process control elements and
the main dimensions of the process equipment. A PFS shall show a list of included
equipment items identified by their tag numbers adjacent to the drawing title block.
A PFSs shall show a material balance to indicate stream numbers of major lines. Process
data not limited to pressure, temperature, flow rate, volumetric flow rate, mass flow rate,
liquid fraction, compositions, total mole, density, specific gravity, molecular weight, velocity,
process duty, heat capacity, hermal conductivity, surface tension, compressibility and cp/cv
shall be part of the material balance table. Refer to Appendix 1 for example of material
balance template/format.
Appropriate decimal places and format are required to be represented in the material
balance. Below shows some common parameters usually presented in the material
balance.
Parameters Unit Decimal Significant Remarks
places figures
Phase - - - Liquid / Vapour / Mixed
Vapour fraction - 4 - -
o
Temperature C 1 - -
Pressure bar(g) 2 - -
Molar flow kgmole/hr 1 - -
Mass flow ton(metric)/hr 2 - -
kg/hr 1 - -
3
Volume flow m /hr 1 - -
Std gas volume MMSCFD 1 - -
flow
Std liquid m3/hr 1 - -
volume flow
Molecular - 2 - -
weight
Mass density kg/m3 2 - -
Viscosity cP - 4 -
Component - 6 - -
molar fraction
The above format shall be followed unless stated otherwise by principal based on project’s
requirement.
PFSs are prepared under the responsibility of the process or utility engineer. No
modifications to a PFS shall be made without his authorisation.
If the design provides for different modes of operation, such as different crudes, feedstocks
or cut points, distinction shall be made by letter indication, e.g. mode of operation A, B, etc.
For more complicated cases, separate PFSs shall be prepared for each mode of operation.
PFSs provided by process licensors or other third parties shall be redrawn with the use of
symbols and identifications in accordance with PTS 31.10.03.10 and PTS 32.10.03.10.
PTS 01.00.02.11
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PFSs for pressure relief systems shall indicate relief quantities, physical characteristics and
conditions for each relief valve and depressuring valve for each individual and general
emergency case.
be drawn at the bottom of the PFS sheet or, in exceptional cases for the sake of clarity, at
the top.
Lines shall be represented in different thickness to indicate major and minor lines (if
required) for the purpose of ease of understanding of process flow.
Line-up from existing plan especially for tie-in work shall be indicated in dotted line to
provide better understanding of the connection between existing and new facility.
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3.1 GENERAL
A PEFS is a pictorial representation of a process or utility unit. The main purpose of a
PEFS is to give an accurate representation of the process and utility units. A PEFS shows
all the equipment, including installed spares and the associated piping and piping
components, instrumentation, heat tracing and insulation. A PEFS shall identify the
engineering details that are required to design, construct and operate the facility.
PEFS shall be maintained to depict the actual installation, and updated with any changes
made in the field. This is required to show that the unit is built according to codes,
standards and practices, and can be operated safely under the defined process conditions.
Layout of each PEFS should avoid clutter and allow future modifications. In general, each
PEFS should show no more than three pieces of major equipment with a set of equipment
in the same service (e.g., pump with spare) considered as one piece of equipment.
Normally, PEFS are shown in elevated, although tank farms are usually shown in plan view.
Valving and connections to equipment are shown in relative position. All piping and piping
components shall be shown with their sizes, piping class and tag numbers.
Equipment, piping and instrument numbering should logically follow the process flow and
also preferably be from left to right, and from top to bottom on vertical equipment, except for
column trays.
The schemes shall show specific engineering requirements necessary for the design, e.g.
• sloping lines;
• minimum straight pipe lengths;
• equipment elevations;
• no pockets;
• enter at top of line;
• minimum or maximum distances;
• under culvert;
• expansion loops;
• etc.
These requirements must be stated in words (or by a symbol) as PEFS are not isometric
representations.
Process conditions and physical data shall not be shown on the PEFS.
The column above the title block of a PEFS should be reserved for the following:
• a reference to the legends sheet accompanying the PEFS;
• notes pertaining to that PEFS should start from the top of the page and be
numbered from 1. If a note is deleted, the number shall not be used for another
note but shown as “deleted”. Notes should cover non-standard instructions;
• a register of revisions and PEFS issues.
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3.2 EQUIPMENT
Equipment shall be identified by:
• tag number and description;
• size and capacity;
• design pressure;
• design temperatures (upper and lower);
• materials of construction;
• power requirements or duty;
• trim (piping class of additional piping components, e.g., drain and vent valves, blind
flanges)
Equipment shall be shown in realistic proportions, with pumps at the bottom and aircoolers
at the top of the PEFS.
The PEFS shall show all items listed below:
• all equipment with instrumentation. Major equipment shall be shown at one level,
e.g. furnaces, columns, etc. If different levels are required the elevations shall be
stated. Skirts for column/reactor/vessel shall be shown. Equipment and installed
spares shall be shown in realistic proportions;
• all relief valves (including orifice, inlet and outlet sizes, set pressure data and
interlocks), rupture discs (including disc diameter), conservation vent (inlet size and
outlet size if there is a pipe away or tail piece);
• all thermowells, sample connections, vents, drains valves, flanges, spectacle blinds,
spade blinds, relief valves (including size and set pressure data), etc;
• the actual number of banks of air-cooled heat exchangers and the actual number of
cells and passes of fired equipment;
• equipment nozzle size if different than the line size.
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Lines continuing within a unit shall end at the left or right side of a PEFS sheet at the same
height at which they continue on the next sheet. A short description of the line contents and
source/destination including the connecting PEFS number shall be given close to where the
line begins/terminates in the PEFS. Streams that enter or leave the unit shall be drawn at
the bottom of the PEFS sheet or, in exceptional cases for the sake of clarity, at the top. The
number of line crossings should be minimised.
Vents and drains which are not required for process reasons, such as hydrotesting
connections, are blanked without a valve and not shown on the PEFS.
3.4 NOTES
Notes shall be added to illustrate any information that cannot be captured in a symbol or
defined code and that is essential to understand the process.
In the project phase notes should be added to elaborate on specific requirements in the
implementation and/or construction phase to provide process related requirements or
explanation.
Notes shall be transferred to an actionable item in the PEFS when moving to subsequesnt
phase. The remaining notes shall only be description that describe a system for better
understanding of the design.
3.6 ABBREVIATIONS
3.6.1 Piping
Reference is made to PTS 31.10.03.10
3.6.2 Instrumentation
Reference is made to PTS 32.10.03.10
3.6.3 Utilities
All utility lines entering or leaving each PEFS shall terminate at any convenient location with
a diamond symbol. The diamond shall contain the relevant abbreviation. Examples of
abbreviations are:
AOC Accidentally oil-contaminated
C Condensate
CD Closed drain
COC Continuously oil-contaminated
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Tool Air
3.6.4 Standard hook-ups
Standard Hook-ups and typical piping arrangements shall be indicated by a hexagon
symbol. A description and drawing of each type used shall be presented on the symbols
and legend sheet(s). The hexagon shall contain the relevant abbreviation. Examples of
abbreviations are:
FOR Flushing oil return
FOS Flushing oil supply
PSS Pump seal system
SAS Secure air supply
SC Sample connection
3.6.5 Miscellaneous
AG Above Ground
ASL (vent to) Atmosphere at Safe Location
ATM Atmosphere
BD Bursting Disc
BL Battery limit
C Closed
CPI Corrugated Plate Interceptor
DE De-energized
DP Differential Pressure Transmitter
EL Elevation
EDP Emergency depressuring
ESD Emergency shutdown
FB Full Bore
GC Gas Chromatpgraph
HC Hose Connection
LC Lock Closed
LO Locked Open
MIN Minimum
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4. REFERENCES
PETRONAS STANDARDS
Index to PTS publications and standard PTS 00.00.05.05.
specifications
Symbols and identification system - PTS 31.10.03.10.
mechanical
Piping - general requirements PTS 31.38.01.10.
Symbols and identification system - PTS 32.10.03.10.
Instrumentation Part 1: Process
(engineering) flow schemes
5. BIBLIOGRAPHY
NOTE: The following document is for information only and does not form an integral part of this PTS.
STREAM 1 2 3 4 5 6 7 8 9 10
DESCRIPTION Unit
PHASE -
VAPOUR FRACTION -
TEMPERATURE °C
PRESSURE bar(g)
MOLECULAR WEIGHT -
VISCOSITY cP
XX -
XX -
XX -
XX -
XX -
XX -