Spec 2017-02 A01
Spec 2017-02 A01
Spec 2017-02 A01
DEP 37.80.01.30-Gen.
February 2017
ECCN EAR99
DEM1
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PREFACE
DEP (Design and Engineering Practice) publications reflect the views, at the time of publication, of Shell Global Solutions
International B.V. (Shell GSI) and, in some cases, of other Shell Companies.
These views are based on the experience acquired during involvement with the design, construction, operation and
maintenance of processing units and facilities. Where deemed appropriate DEPs are based on, or reference international,
regional, national and industry standards.
The objective is to set the standard for good design and engineering practice to be applied by Shell companies in oil and
gas production, oil refining, gas handling, gasification, chemical processing, or any other such facility, and thereby to help
achieve maximum technical and economic benefit from standardization.
The information set forth in these publications is provided to Shell companies for their consideration and decision to
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quality of their work and the attainment of the required design and engineering standards. In particular, for those
requirements not specifically covered, the Principal will typically expect them to follow those design and engineering
practices that will achieve at least the same level of integrity as reflected in the DEPs. If in doubt, the Contractor or
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other companies receiving technical advice and services from Shell GSI or another Shell Company. Consequently, three
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1) Operating Units having a Service Agreement with Shell GSI or another Shell Company. The use of DEPs by these
Operating Units is subject in all respects to the terms and conditions of the relevant Service Agreement.
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which requires that tenders for projects, materials supplied or - generally - work performed on behalf of the said
users comply with the relevant standards.
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All administrative queries should be directed to the DEP Administrator in Shell GSI.
TABLE OF CONTENTS
PART I INTRODUCTION ........................................................................................................ 4
1.1 SCOPE ....................................................................................................................... 4
1.2 DISTRIBUTION, INTENDED USE AND REGULATORY CONSIDERATIONS ......... 4
1.3 DEFINITIONS ............................................................................................................. 4
1.4 CROSS-REFERENCES ............................................................................................. 5
1.5 SUMMARY OF MAIN CHANGES............................................................................... 5
1.6 COMMENTS ON THIS DEP ....................................................................................... 6
1.7 DUAL UNITS............................................................................................................... 6
1.8 NON NORMATIVE TEXT (COMMENTARY) .............................................................. 6
PART II GENERAL .................................................................................................................. 7
PART III AMENDMENTS/SUPPLEMENTS TO SECTION 7.10 OF ISO 13628-4/
API 17D ...................................................................................................................... 8
7 Specific requirements – Subsea-tree-related equipment and sub
assemblies ................................................................................................................. 8
7.10 Valves, valve blocks and actuators............................................................................. 8
Table 16 – Design and operating parameters of valves and actuators .................................. 10
Annex L (informative) Hyperbaric testing guidelines ............................................................... 19
PART IV REFERENCES ......................................................................................................... 20
PART I INTRODUCTION
1.1 SCOPE
This DEP specifies requirements and gives recommendations for the design, manufacture,
inspection and testing of subsea valves in high pressure service.
This DEP is based on section 7.10 of ISO 13628-4, Dec 2010/API 17D, Second Edition,
May 2011.
Part III of this DEP amends, supplements and deletes various clauses of section 7.10 of
ISO 13628-4/API 17D.
Part III follows the clause numbering of ISO 13628-4/API 17D for easy reference.
All clauses of section 7.10 of ISO 13628-4/API 17D not modified by this DEP remain valid
as written.
In this DEP, ISO 13628-4:2010 and API 17D:2011 are considered to be equivalent and to
provide the same technical result for a particular provision.
Refer to DEP 37.80.00.35 for valves with pressure ratings below PN 420 (ASME
Class 2500) as well as pressure ratings of 34.5 MPa (5000 psi), and below, that are not
covered by this DEP.
This DEP contains mandatory requirements to mitigate process safety risks in accordance
with Design Engineering Manual (DEM) 1 – Application of Technical Standards.
1.3 DEFINITIONS
1.3.1 General 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 term Manufacturer means Manufacturer/Supplier when used in Part III of this
document.
The Principal is the party that initiates the project and ultimately pays for it. The Principal
may also include an agent or consultant authorised to act for, and on behalf of, the
Principal.
In ISO 13628-4, the term Purchaser is used. In this DEP, the term Purchaser shall be
understood to mean the Principal.
The word shall indicates a requirement.
The capitalised term SHALL [PS] indicate a process safety requirement.
The word should indicates a recommendation.
The word may indicates a permitted option.
1.3.3 Abbreviations
Term Definition
1.4 CROSS-REFERENCES
Where cross-references to other parts of this DEP are made, the referenced section or
clause number is shown in brackets ( ). Other documents referenced by this DEP are listed
in (Part IV).
Section/Clause Change
All Restructured and clarified requirements, enforced use of
shall/should/may for normative statements.
Feedback that has been registered in the DEP Feedback System by using one of the above
options will be reviewed by the DEP Custodian for potential improvements to the DEP.
PART II GENERAL
Part III of this DEP is written as amendments and supplements to section 7.10 of
ISO 13628-4, Dec 2010/API 17D Second Edition, May 2011.
For ease of reference, the clause numbering of ISO 13628-4/API 17D has been used
throughout Part III of this DEP.
1. Wherever reference is made to ISO 13628-4/API 17D it shall be understood to mean
ISO 13628-4 Dec 2010/API 17D Second Edition May 2011, as amended or
supplemented by this DEP.
2. Clauses in section 7.10 of ISO 13628-4/API 17D, which are not mentioned in this
DEP, shall remain valid as written.
7. Lubricated plug valves shall be furnished with an internal lubricating system that is
capable of delivering lubricant to the body/plug contact surfaces in the seating and
seal areas.
8. Grooves shall be provided in the body/plug surfaces.
a. The grooves shall be arranged so that lubricant under pressure will be
transmitted to all parts of the system when the valve is fully open or closed,
thereby sealing the ports and facilitating operation.
9. Lubricated plug valves shall be furnished with hydrocarbon-resistant lubricating
sealant containing a non-hygroscopic fumed silica viscosity improver that has both
sufficient plasticity for tight sealing and lubricity for ease of operation over the entire
design temperature range of the valve.
10. The plug of lubricated valves shall be furnished with anti friction treatment, either
polytetrafluoroethylene (PTFE) or molybdenum disulfide.
11. For lubricated plug valves the stem and plug shall not be one integral piece.
7.10.2.1.2.3 Ball valves
1. Ball valves shall have a spherical obturator that rotates on an axis perpendicular to the
direction of flow.
2. The obturator shall meet all of the following:
a. a one-piece forging;
b. trunnion mounted;
c. of a cylindrical ball port design.
3. Ball valves shall not be used for flow control nor be left in a part-open position.
This is to avoid flow erosion to the seal surfaces.
All operation is from full open to full close and vice versa and, wherever this is
performed in a flow stream, it needs to be performed as quickly as practical.
7.10.2.1.2.4 Check valves
1. Check valves shall have an obturator that responds automatically to prevent flow in
one direction.
2. The clapper of swing check valves shall be hung from the bonnet.
3. Check valves shall be fitted with lock open devices unless specifically not required by
the Principal.
Lock open devices might be required for certain pigging operations.
b)
Add the following to this clause:
1. Valve, actuator and appurtenances shall be engineered to withstand the
hydrodynamic forces associated with the survival event (1,000 year storm).
2. Axial thrust exerted on the valve ends by the connected piping shall be
quantified.
3. Axial and Hydrodynamic forces shall be indicated on the data requisition sheet.
4. The valve body shall have sufficient rigidity to withstand a compressive force,
equal to the design pressure multiplied by the area of the maximum valve bore,
without causing any permanent distortion of the body or affecting the free
movement and sealing of the obturator and seats.
5. The stem shall be suitably supported and have clearances designed such that,
with all anticipated side loads, it will not make rubbing contact with any adjacent
static metallic components (e.g. bonnet, gland ring) which may lead to galling.
d)
Replace this clause with the following:
1. The valve shall be free of burrs and upsets at the gate and seat bores that could
damage the gate and seat surfaces.
4. The variation in the bore diameter of the valve shall not exceed 2% up to DN 500
(NPS 20) or 1.5% for larger sizes, to enable unrestricted passing of a pig or scraper.
5. Piggable valves shall be able to pass cleaning, gauging and intelligent pigs in both
directions for pre-commissioning/commissioning activities and pipeline maintenance.
a. The valve internals shall not have any protruding parts that could be damaged by
or cause damage to the pigs.
b. Seating systems in piggable valves shall be:
i. as short and shallow as possible,
ii. fitted with at least a 1:4 taper at any exposed edges, corners or abrupt
changes in angle or internal diameters, to enable unrestricted passing of a
pig or scraper.
6. For piggable valves, the Manufacturer shall perform (in its factory) a pigging/drifting
test to demonstrate that each valve is suitable for pigging in both directions.
7. The valve design shall have in-built features (i.e., mechanical stops/settings) that
ensure a 100 % fully open un-intruded piggable flow path.
This to ensure that the bores of the valve and closure element are accurately
aligned in the fully open condition.
h) Stem requirements
1. The stem SHALL [PS] be a one-piece design manufactured from forged material (this
includes bar).
This means that welded fabrication is not allowed.
2. The stem shall be supported and have clearances designed, such that with all
anticipated side loads it does not make rubbing contact with the adjacent static
metallic components (e.g. bonnet, gland ring) which can lead to galling.
3. The yoke sleeve and bushing shall be positively secured against loosening.
i) Stem retention
1. Valves shall be designed to ensure that the stem does not eject under any internal
pressure condition or if the packing gland components or valve operator mounting
components are removed.
2. The stem or shaft retainer ring or collar SHALL [PS] be integral with the stem.
Stem or shaft retention by means of body/stem threads is not allowed.
j) Stem protection
1. If specified by the Purchaser, the design shall have provisions for fitting a retrievable
stem protector cap.
2. If the protector or cap can contain pressure, the protector or cap and method of
attachment shall meet the following:
a. capable of withstanding the valve design pressure and external hydrostatic
pressure,
b. hydrostatically tested in accordance with 7.10.4.2.1 of ISO 13628-4/API 17D,
3. The protector or cap shall have provisions for venting prior to removal and during
fitting.
k) Seals
1. Seals to the environment shall be seals with proven service history and tested and
certified to SPE 85/301 by an independent certification body, with the following
amendments:
a. the rapid gas decompression test is not required,
b. include testing with sea water separately as an additional test medium.
7.10.2.1.3 Valve blocks
Delete this clause
7.10.2.1.4 Materials
Replace this clause with the following:
1. Refer to (7.10.3) for requirements for materials.
7.10.2.2 Actuators
7.10.2.2.3 Manual actuators
a)
Replace this clause with the following:
1. Valve operation shall be manual by a diver with a torque tool or diver-less by an
ROV.
2. Where a handwheel is specified, the handwheel of the gearbox input shaft shall
be provided with a torque-limiting device, such as a shear pin, to prevent damage
to the drive train.
3. The direction of closing shall be clockwise.
4. The operating means shall be free from burrs and sharp edges.
5. If the force and dimensional limitations are exceeded, the valve shall be provided
with a gearbox.
a. The connection between the valve body and gearbox shall be vented so that
any product leakage from the stem cannot pressurize the gearbox housing.
b. The gearbox output torque rating shall be at least two times the maximum
required torque required to operate the valve over the design life of the
valve.
c. The gearbox shall be provided with a valve position indicator that is clearly
visible.
d. The dimensions of the gearbox shall not exceed the limitations specified for
hand wheels.
6. Where a gearbox is provided, it SHALL [PS] be of the self-locking gear type or be
fitted with a locking mechanism.
Self locking means that the output shaft cannot drive the input shaft, a feature
inherent with worm and wheel designs but not with highly efficient ball screw
designs.
7. When the number of hand wheel turns exceeds 100 from the fully open position
to the fully closed position, the Manufacturer shall specify the number of
handwheel turns on the quotation.
c. Be able to move the valve to the specified safe position under the associated
maximum differential pressure under the design service conditions.
2. Provision of a linear (push) hydraulic override mechanism shall be subject to the
approval of the Principal.
3. The ability to move the valve to the specified safe position under the maximum
differential pressure and design service conditions, shall be demonstrated by testing.
4. Torque tool interfaces shall be no greater than Class 4.
5. All flowline check valves 52 mm (2-1/16") and larger shall have the ROV clapper
override feature (with an internal lift collar or similar mechanism), unless specifically
not required by the Principal.
6. Where an ROV female fluid receptacle is supplied, it shall be provided with the
appropriate male fluid coupling.
7. Valves and ROV docking ports shall be clearly labelled in a contrasting colour.
8. All ROV interfaces shall be flush to the outer face (or faces) of the subsea structure in
order to facilitate ROV access.
9. All ROV interface designs shall be subject to the Principal’s approval.
10. The Manufacturer shall ensure that valve and actuator system designs, materials and
inspection and testing procedures have been reviewed by the Principal before the
fabrication of any system components.
11. The Principal will detail a marking system that the Manufacturer shall apply to valve
components so that items are easily identified under water.
12. The Manufacturer shall prepare, for the Principal’s approval, a comprehensive
familiarization program for the purpose of familiarising ROV pilots and their
supervisors with the various operational and testing functions and tasks to be
performed offshore with the valve and actuator system.
13. ROV torque bucket and visual position indicator shall be located in the same plane
such that both are visible to the ROV at the same time, and the ROV can verify the
valve position while the torque tool is being operated.
7.10.2.3 Valve/hydraulic actuator assembly
7.10.2.3.1 Closing/opening force
Add the following at the beginning of this clause:
1. All the hydraulically actuated valves shall be fail-safe open, fail-safe closed, or
fail-as is, as specified by the Principal.
7.10.3 Materials
Replace this clause with the following:
7.10.3.1 General
1. Materials, welding and quality control shall conform to Sections 5.2, 5.3 and 5.4 in
ISO 13628-4/API 17-D.
2. Seal surfaces that engage metal-to-metal seals shall be inlaid with a corrosion
resistant material that is compatible with well fluids and seawater, unless the base
material is already compatible with well fluids and seawater.
3. Material selection shall ensure that corrosion or erosion does not affect the correct
functioning of the valve over its design life.
4. A corrosion resistant weld inlay or overlay in the valve sealing areas and ring contact
areas shall be provided for carbon steel valves.
5. All valve materials shall be in accordance with the purchase order.
6. For valves with CRA weld inlay or overlay cladding, the Purchaser shall specify the
type of cladding to be applied in accordance with ISO 10423/API 6A Table 15.
a. CRA weld inlay or overlay shall be in accordance with MESC SPE 77/313.
7. The Manufacturer shall list the material designation of all valve parts on the valve
general arrangement drawing.
8. For hardfacing of the valve closure member and seat the following combinations are
preferred:
a. Stellite 6 against Stellite 6;
b. Stellite 21 against Stellite 21;
c. Stellite 6 against Stellite 12;
d. Stellite 12 against Stellite 21;
e. Tungsten Carbide against Tungsten Carbide;
f. Chromium Carbide against Chromium Carbide.
9. The external surface of the valve in contact with seawater shall be designed to avoid
crevices.
10. Auxiliaries and attachments shall be positioned and designed such that abrasive
blasting and coating can be performed effectively.
7.10.3.2 Coatings
1. Valve components shall not be cadmium plated.
2. Refer to DEP 30.48.00.31-Gen. for organic paint systems used to coat subsea valves.
3. In preparation for coating and prior to abrasive blasting the following shall be
performed:
a. Round or smooth all sharp edges, fillets, corners and welds by grinding to grade
P3 as defined in ISO 8501 3 (minimum radius 2 mm (0.08 in), with no chamfer).
b. Remove hard surface layers (e.g., resulting from flame cutting) by grinding.
c. Remove foreign matter e.g. weld flux, residue, slivers, oil, grease, salt;
d. Clean all machined parts with a solvent liquid suitable to remove any machining
fluids.
e. Remove any oil and grease contamination in accordance with ISO 12944-4.
f. Remove any major surface defects, particularly surface laminations or scabs
detrimental to the protective coating system by suitable dressing.
g. Where defects have been revealed during blast cleaning, and dressing has been
performed, re-blast the dressed area.
h. Inspect all welds and, if necessary, repair prior to final blast cleaning of the area.
i. Remove surface pores and cavities by suitable dressing or weld repair.
j. Remove scale on stainless steel components by pickling.
k. All surfaces should be washed with clean fresh water prior to blast cleaning.
4. Coating sequence shall include the following:
a. fully coat components before assembly.
b. if surfaces of crevices cannot accept the full coating thickness after
assembly,coat with a primer as a minimum.
2. The additional welding and hard facing requirements specified in clause 3 of MESC
SPE 77/302 shall also be met with the following amendments:
a. The chemistry requirements for tungsten carbide hard facing as specified in
section 3.4 of the SPE shall be changed to 86 % tungsten carbide, 10 % cobalt,
and 4 % chromium.
b. The chromium carbide hard facing (75 % chromium, 25 % nickel) option in the
SPE shall not be used.
c. Use of other hard facing materials (e.g. chromium boride) shall be subject to
approval by the Principal
3. Butt-welding end valves shall be provided with extension pieces, considered an
integral part of the valve, fo the following length:
a. for valves ≤ DN 300 (≤ NPS 12): 400 mm (16 in).
b. for valves > DN 300 (> NPS 12): 800 mm (32 in).
4. The outside diameter, wall thickness, material grade and composition of the pup
pieces shall be as specified in the purchase order.
5. Unless specifically excluded by the Principal, for butt welded end valves that are soft-
seated or utilize non-metallic seals, pup pieces shall be attached to the valve before
the valve seats and non metallic seals are installed.
6. Transition tapers shall not be steeper than 1:4 and comply with Figure 328.4.3 of
ASME B31.3. (ASME B31.8, Figure I-5, ISO 13847 Clause 7.7).
7. The heat and heat-treatment batch number shall be clearly marked on each pup piece.
8. Refer to DEP 37.81.40.31-Gen. for the welding requirements of the pup pieces to the
valve body.
9. If a pup piece is to be attached to a soft-seated valve by a party other than the
Manufacturer, the Manufacturer shall provide the temperature and heat input
limitations.
10. If pup pieces are not supplied by the Principal, the Manufacturer shall ensure that test
rings are supplied for weld procedure and welder (welding operator) qualification.
a. The grade of the test ring shall match the specified minimum yield strength
(SMYS) of the adjoining pipeline,
b. Test rings shall come from the same heat as the pup pieces.
7.10.3.10 Product specification levels
7.10.3.10.1 General
Guidelines for selecting an appropriate product specification level (PSL) are provided in
Annex M.
1. The PSL of an assembled system of wellhead or tree equipment shall be determined
by the lowest PSL of any pressure-containing or pressure-controlling component in the
assembly.
2. Structural components and other non-pressure-containing/-controlling parts of
equipment manufactured ISO 13628-4/API 17D may be furnished to the
Manufacturer’s specifications (i.e., are not required to be defined by a PSL).
3. All pressure-containing components of equipment manufactured to ISO 13628-4/
API 17D shall comply with the requirements of PSL 3, or PSL 3G as established in
ISO 10423/API 6A.
PART IV REFERENCES
In this DEP, reference is made to the following publications:
NOTES: 1. Unless specifically designated by date, the latest edition of each publication shall be used,
together with any amendments/supplements/revisions thereto.
2. The DEPs and most referenced external standards are available to Shell staff on the SWW (Shell
Wide Web) at http://sww.shell.com/standards/.
SHELL STANDARDS
AMERICAN STANDARDS
Specification for Wellhead and Christmas Tree Equipment, Twentieth API SPEC 6A
Edition
Design and Operation of Subsea Production Systems-Subsea API SPEC 17D
Wellhead and Tree Equipment
Process Piping – Includes Interpretation 22 ASME B31.3
Gas Transmission and Distribution Piping Systems ASME B31.8
ASME Boiler & Pressure Vessel Code – Nondestructive Examination, ASME/BPVC SEC V,
Article 9: Visual Examination Article 9
Standard Test Methods and Definitions for Mechanical Testing of ASTM A370
Steel Products
Standard Specification for Castings, Iron-Chromium, Iron-Chromium- ASTM A743
Nickel, Corrosion Resistant, for General Application
Standard Test Methods for Rockwell Hardness of Metallic Materials ASTM E18
INTERNATIONAL STANDARDS
Hydraulic fluid power fluids – Method for coding the level of ISO 4406
contamination by solid particles
Welding – Determination of ferrite number (FN) in austenitic and ISO 8249
duplex ferritic-austenitic Cr-Ni stainless steel weld metals –
Second edition
Preparation of steel substrates before application of paints and related ISO 8501-3
products – Visual assessment of surface cleanliness – Part 3:
Preparation grades of welds, edges and other areas with surface
imperfections – Second Edition
Petroleum and natural gas industries – Drilling and production ISO 10423
equipment – Wellhead and christmas tree equipment
Paints and varnishes – Corrosion protection of steel structures by ISO 12944-4
protective paint systems – Part 4: Types of surface and surface
preparation – First edition
Petroleum and natural gas industries – Design and operation of ISO 13628-4
subsea production systems – Part 4: Subsea wellhead and tree
equipment
Petroleum and natural gas industries – Pipeline transportation ISO 13847:2000
systems – Welding of pipelines
Petroleum and natural gas industries – Pipeline transportation ISO 14723
systems – Subsea pipeline valves – Second edition