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TECHNICAL SPECIFICATION

BALL VALVES(AMENDMENTS/SUPPLEMENTS TO API 6D)

MESC SPE 77/130

February 2016

MESC SPECIFICATION DOCUMENT

This document is restricted. Neither the whole nor any part of this document may be di sclosed to any third party without the prior written consent of Shell GlobalSolutions International B.V., The Netherlands. The copyright of this document is vested in this company. All rights reserved. Neither the whole nor any part of this

document may be reproduced, stored in any retrieval system or transmitted in any form or by any means (electronic, mechanical, reprographic, recording or otherwise)without the prior written consent of the copyright owner.

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MESC SPE 77/130February 2016

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PREFACE

MESC (Materials and Equipment Standards and Code) SPE documents reflect the views, at the time of publication, of:

Shell Global Solutions International B.V. (Shell GSI)

and/or

Shell International Exploration and Production B.V. (SIEP)

and/or

other Shell Service Companies.

They are based on the experience acquired during their involvement with the design, construction, operation andmaintenance of processing units and facilities, and they are supplemented with the experience of Shell Operating Units.Where appropriate they are based on, or reference is made to, international, regional, national and industry standards.

The objective is to set the recommended standard for good design and engineering practice applied by Shell companiesoperating an oil refinery, gas handling installation, chemical plant, oil and gas production facility, or any other suchfacility, and thereby to 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 toimplement. This is of particular importance where MESC SPEs may not cover every requirement or diversity of condition

at each locality. The system of MESC SPEs is expected to be sufficiently flexible to allow individual Operating Units toadapt the information set forth in MESC SPEs to their own environment and requirements.

When Contractors or Manufacturers/Suppliers use MESC SPEs they shall be solely responsible for the quality of workand the attainment of the required design and engineering standards. In particular, for those requirements notspecifically covered, the Principal will expect them to follow those practices, which will achieve the same level ofintegrity as reflected in the MESC SPEs. If in doubt, the Contractor or Manufacturer/Supplier shall, without detractingfrom his own responsibility, consult the Principal or its technical advisor.

The right to use MESC SPEs is granted by Shell GSI, in most cases under Service Agreements primarily with Shellcompanies and other companies receiving technical advice and services from Shell GSI or another Shell ServiceCompany. Consequently, three categories of users of MESC SPEs can be distinguished:

1) Operating Units having a Service Agreement with Shell GSI or other Shell Service Company. The use of MESCSPEs by these Operating Units is subject in all respects to the terms and conditions of the relevant Service Agreement.

2) Other parties who are authorized to use MESC SPEs subject to appropriate contractual arrangements (whether

as part of a Service Agreement or otherwise).

3) Contractors/subcontractors and Manufacturers/Suppliers under a contract with users referred to under 1) or 2)which requires that tenders for projects, materials supplied or - generally - work performed on behalf of the saidusers comply with the relevant standards.

Subject to any particular terms and conditions as may be set forth in specific agreements with users, Shell GSIdisclaims any liability of whatsoever nature for any damage (including injury or death) suffered by any company orperson whomsoever as a result of or in connection with the use, application or implementation of any MESC SPE,combination of MESC SPEs or any part thereof, even if it is wholly or partly caused by negligence on the part of ShellGSI or other Shell Service Company. The benefit of this disclaimer shall inure in all respects to Shell GSI and/or anyShell Service Company, or companies affiliated to these companies, that may issue MESC SPEs or require the use ofMESC SPEs.

Without prejudice to any specific terms in respect of confidentiality under relevant contractual arrangements, MESCSPEs shall not, without the prior written consent of Shell GSI, be disclosed by users to any company or personwhomsoever and the MESC SPEs shall be used exclusively for the purpose for which 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 priorwritten consent of Shell GSI. The copyright of MESC SPEs vests in Shell GSI. Users shall arrange for MESC SPEs tobe held in safe custody and Shell GSI may at any time require information satisfactory to them in order to ascertain howusers implement this requirement.

All administrative queries should be directed to the MESC SPE Administrator in Shell GSI.

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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 CHANGES SINCE PREVIOUS EDITION ................................................................... 4

1.5 COMMENTS ON THIS MESC SPE ............................................................................ 7

PART II AMENDMENTS/SUPPLEMENTS TO API 6D:2014 ................................................... 8

PART III REFERENCES ......................................................................................................... 26

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PART I INTRODUCTION

1.1 SCOPE

This MESC SPE specifies requirements for trunnion-mounted ball valves.

This specification shall apply in addition to the applicable MESC Buying Description,purchase order or requisition sheet.

The requirements for operation and maintenance of trunnion-mounted ball valves areoutside the scope of this MESC SPE.

This specification is written as amendments and supplements to API 6D:2014 (includingErrata and Addendum 1), which are covered in Part II of this MESC SPE. The clausenumbering of API 6D:2014 (including Errata and Addendum 1) has been retained andany amendments are identified as ‘ Add ’, ‘Modify to read ’ or ‘Delete’. Any clauses of API6D:2014 (including Errata and Addendum 1) that are not amended or supplemented by

this MESC SPE, shall apply as written.

1.2 DISTRIBUTION, INTENDED USE AND REGULATORY CONSIDERATIONS

Unless otherwise authorised by Shell GSI, the distribution of this MESC SPE is confined toShell companies and, where necessary, to Contractors and Manufacturers/Suppliersnominated by them.

This MESC SPE is intended for use in oil refineries, chemical plants, gas plants, explorationand production facilities and, where applicable, supply/distribution installations.

If national and/or local regulations exist in which some of the requirements may be morestringent than in this MESC SPE the Contractor shall determine by careful scrutiny which ofthe requirements are the more stringent and which combination of requirements will beacceptable with regards to safety, environmental, economic and legal aspects. In all casesthe Contractor shall inform the Principal of any deviation from the requirements of thisMESC SPE which is considered to be necessary in order to comply with national and/or

local regulations. The Principal may then negotiate with the Authorities concerned, theobjective being to obtain agreement to follow this MESC SPE as closely as possible.

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 ormaintenance of a facility. The Principal may undertake all or part of the duties of theContractor.

The Manufacturer/Supplier is the party that manufactures or supplies equipment andservices 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 Principalmay also include an agent or consultant authorised to act for, and on behalf of, thePrincipal.

The word shall indicates a requirement.

The word should indicates a recommendation.

1.4 CHANGES SINCE PREVIOUS EDITION

The previous edition of this MESC SPE was dated January 2015. The change is to makethe specification technically compliant to API SPEC 6D 24

th edition (including Errata

and Addendum 1).

Clarifications are provided for:

3.1.31 definition of pressure-containing parts

5.2 axial thrust capability and manufacturer to advise P/T rating of softseated valves >150 °C (302 °F)

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5.4 Face-to-face and bore dimensions not covered by API Spec 6D shall besubject to prior agreement.

5.7.2 Extension pieces (pup pieces) shall be considered as an integral part ofthe valve.

5.7.1.5 Clarified that all static joints shall make metal-to-metal contact, such thatthe seal is not transferring the bolt stress.

5.8 Pressure relief shall not be achieved by using a pressure-equalising holein the obturator

5.9 To prevent galling between either austenitic or (super) duplex plug andbody materials, the thread portion of the plug may be silver plated.All fittings shall be rated to at least the hydrostatic shell test pressure ofthe valve.

5.22 When fire type-testing certification of the design is required, graphitic ormetallic seals shall be provided to protect the valve against leakage incase of a fire.

7.3 If the material specification or the piping design standard requires higherimpact values than those shown in (8.5), the higher values shall apply.

8.1 The Principal shall specify if, and to what extent, the Principal or thedesignated representative will witness the manufacturer’s inspectionsand tests and/or will perform a document review before shipment.

Specifications detailed for requirements not covered in centrally-coded MESCnumbers (.1 items)

5.6 Pigging requirements

5.7.1.1 Flanged Ends can be specified as RF or RTJ.

Clarified approach for heavy sections.

5.8 if specified an external cavity relief valve may be fitted

5.10 Injection Point requirements specified

5.11 Drain, Vent and Sealant Line requirements specified

5.12 Drain, Vent and Sealant Valves are subject to Principal’s approval

5.18 Actuator requirements specified

5.18.5 Protection of Extended Stems and Shafts in Belowground Servicespecified

5.20.1 Design Thrust or Torque safety factors for valves in safety critical

functions specified5.22 Fire resistance of valve operators specified

6.7 Requirements for aluminum ceramic coating specified

9 Where regulatory requirements exceed the test requirements in thisdocument the Principal shall specify the applicable test requirement.

9.9 High Pressure Gas Seat Test requirements provided

Annex H Supplementary Test Requirements specified

Requirements duplicated from other MESC SPEs:

5.7.2 Pup pieces

7.3 Impact Testing

7.5 Repair

Annex G Requirements for Nondestructive Examination

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Technical changes affecting centrally-coded MESC numbers (.1 items):

4.1.3 The obturator shall be a one-piece casting or a forging and be trunnionmounted. The ball port shall be cylindrical.

5.1 Design Standards and Calculations

5.2 Pressure and Temperature Rating:The valve shall withstand vacuum dryingP/T rating for soft-seated valves shall be specified on the generalarrangement drawing

5.5 Lever, gearbox and actuator capacity

5.7.1.1 Flange forging requirements specified

5.7.1.5 For seals executed with toroidal sealing rings (“O”- rings) the groovedimensions and surface finish shall be in accordance with BS 4518.

5.9 Thread/pipe sizes for drains shall be in accordance with Table 2.

A full penetration welded and sufficiently braced flanged design asapproved by the Principal may be provided.Valves in all pressure classes may be fitted with single drain connectionfor certain sizes.On a corrosion resistant alloy (CRA) clad valve where drain ports breachthe CRA layer, the drain ports shall be fitted with a welded inconel insertthat has an integral shoulder.

5.13 Gearbox requirements further specified

5.16 The design of position indicators shall be such that the component(s) ofthe indicator and the wrench cannot be assembled to falsely indicate thevalve position.

5.21 Stem Retention requirements specified.

5.26 Stuffing Box, Gland and Packing requirements specified.

6.4 Requirements for forged parts specified.

8.3.4 Welding Inspector qualification requirements specified.

8.4 Requirements for weld repair shall be in accordance with ASME B16.34,Section 8.4.

8.5 Where (8.1) specifies that weld ends be subjected to volumetric orsurface NDE, the examination and acceptance criteria shall be inaccordance with Annex G.27.

9 Pressure Testing requirements specified.

9.2 Stem Backseat Test requirements specified.

9.3 The valve shall be isolated from the pressure source during HydrostaticShell Test.

9.4.1 Pressure test preparation requirements specified.

9.6 Drains, vents and sealant points, which may have been included fortesting, shall be blanked off.

11 Marking requirements further specified.

12 Preparation for Shipment and preservation requirements specified.

13.1 Minimum Documentation and Retention requirements further detailed.

F.4.4 Records of furnace calibration and surveys shall be maintained for aperiod of not less than 2 years.

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1.5 COMMENTS ON THIS MESC SPE

Comments on this MESC SPE may be sent to the MESC SPE Administrator [email protected]. Shell staff may also post comments on this MESC SPE on the SurfaceGlobal Network (SGN) under the Standards folder.

mailto:[email protected]:[email protected]:[email protected]

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PART II AMENDMENTS/SUPPLEMENTS TO API 6D:2014 (including Errata and Addendum 1)

3.1 Terms and Definitions

3.1.31 pressure-containing parts

Modify to read:

1. A part whose failure to function as intended results in a release of contained fluidinto the environment and as a minimum includes bodies, end connections,bonnets/covers, stems and shafts that pass through the pressure boundary.

4.1 Valve Types

4.1.3 Ball Valves

Add:

1. The obturator shall be a one-piece casting or a forging and be trunnionmounted. The ball port shall be cylindrical.

2. If specified on the buying description, rising stem non-contact ball shall be supplied.These are special valves, of which operation consists of the stem lifting to tilt the ballaway breaking seat contact before turning the core 90 degrees contact-free.

3. Closing shall be accomplished by pushing down the stem to tilt and cam the ball intothe seat.

4.2 Valve Configurations

4.2.2 Reduced-opening Valves

Add the following 3rd bullet:

1. Valves above DN 600 (NPS 24): three sizes below nominal size of valve with boreaccording to Table 1;

2. The minimum and maximum internal bore dimensions shall be stated in the quotation.

5.1 Design Standards and Calculations

Add:

1. The body to bonnet bolt sizing shall be in accordance with ASME VIII or ASME

B16.34.

2. For bonnet/cover attachment by bolting, the mating flange between the bodyand bonnet/cover shall be of a suitable shape to provide adequate strength.

3. Bonnet/cover flange bolting shall be of the stud or stud bolt type:

a. not less than four bolts shall be used in any flange;

b. no bolting shall be less than 10 mm (3/8 in) in diameter.4. The manufacturer shall inform the Principal of any limitations.

5.2 Pressure and Temperature Rating

Add:

1. The valve body shall have sufficient rigidity to withstand a compressive axialthrust exerted by the connected piping, equal to the design pressure multipliedby the area of the maximum valve bore, without permanent distortion of thebody or affecting the free movement and sealing of the obturator and the seats.

2. Valves with non metallic (soft) seat and seal materials shall be fully rated for Class150, 300, 600, 900, and 1500 valves in accordance with the appropriate class asspecified in ASME B 16.34 or ASME B 16.5 for temperatures up to 150 °C (302°F),120°C (248°F) for PCTFE and Class 2500 up to 120 °C (248°F) all materials.

3. At temperatures higher than 150 °C (302 °F), the manufacturer shall specify therating for valves containing polymeric seat or sealing materials.

4. The valve shall withstand vacuum drying at pressures of 500 Pa (0.07 psia).

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5. For non-metallic materials other than graphite, the rated pressure at the upperand lower design temperatures shall be specified on the general arrangementdrawing.

5.4 Face-to-face and End-to-end Dimensions

Replace 2nd Paragraphs as follows:

1. Face-to-face and bore dimensions not covered by API Spec 6D shall be subjectto prior agreement, and be stated in the quotation.

2. A short pattern ball valve shall not be furnished.

5.5 Valve Operation

Add:

1. The design of quarter turn valve operating mechanism (manual, gearbox oractuator), stem head (double D) and stem extension (if installed) shall ensurethat the closure member travel position can be visually verified externally.

2. Valve actuators shall be capable of opening and closing valves against one of

the following:

a. Maximum specified pressure differential that can occur across thevalve in service;

b. Differential pressure equal to the pressure rating of the valvedetermined in accordance with (5.2) for material at 38 °C (100 °F) incase it is specified that the cavity can be in the depressurized state.

3. All valves and all manual operators (lever, wrench or handwheel) and allgearboxes shall be capable of opening and closing against the following:

a. Differential pressure equal to the pressure rating of the valvesdetermined in accordance with (5.2) for material at 38 °C (100 °F).

5.6 Pigging

Add:

1. If specified, full bore valves shall be capable of being pigged , sphered and scrapedregularly without damage to the soft seat, if fitted.

a. The bore of the valve in the open position shall present as smooth aprofile as possible to a passing pig or scraper, verified as follows:

i. Pass a drift mandrel through the valve bore after the valve hasbeen assembled, operated and pressure-tested.

ii. The drift mandrel length being equal to the face-to-face lengthof the valve.

iii. The drift mandrel diameter being equal to the minimum IDtolerance of the governing line pipe specification.

iv. The drift mandrel shall pass completely through the valve bore.

5.7 Valve Ends

5.7.1 Flanged Ends

5.7.1.1 General

Replace the 1st sentence:

1. Standard end flanges shall be furnished with a raised face or ring joint faces(raised face or full face) as specified by the Principal.

2. At least 2/3 of the change in diameter of a billet used to manufacture a flangedcomponent shall be achieved by forging and less than 1/3 by machining.

3. Ring-rolled forging may be machined to its final flanged shape where it can beshown by etched section samples that the ring rolling produces a random grainstructure.

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4. The surface plane of the nut bearing area at the backside of flanged valves shallbe parallel to the machined flange face within 1°.

Add:

5. For valves with heavy wall sections, flanges with nut stops in accordance with

Mandatory Appendix 2, Figure 2-4 (Sketch 12 or 12a) of ASME BPVC, SectionVIII, Division 1 may be required. The manufacturing method shall ensure flangealignment in accordance with 5.7.1.2, 5.7.1.3, and 5.7.1.4.

5.7.1.2 Offset of Aligned Flange Centerlines — Lateral Alignment

Replace entire clause with:

1. For valves up to and including DN 50 (NPS 2), the maximum lateral misalignment shallbe 1.5 mm (0.06 in).

2. For valves larger than DN 50 (NPS 2), the maximum lateral misalignment shall be2 mm (0.08 in).

5.7.1.3 Parallelism of Aligned Flange Faces — Angular Alignment

Add:

1. For valves larger than DN 600 (NPS 24), the maximum parallelism misalignment shallbe 1.75 mm/m (0.02 in/ft).

Add the following new clause

5.7.1.5 Seal Rings

1. For seals executed with toroidal sealing rings (“O”- rings) the groovedimensions and surface finish shall be in accordance with BS 4518.

2. Seal rings shall be fully contained to minimise extrusion.

3. All static joints shall make metal-to-metal contact, such that the seal is nottransferring the bolt stress.

4. Lip seal housings for piston seats shall incorporate sufficient axial clearance, in linewith the manufacturer’s recommendation, to accommodate axial movement anddistortion of the obturator under the maximum differential pressure.

5. Lipseal housings on carbon steel valves shall be 316 SS weld overlayed. Finishthickness shall be minimum 3mm for corrosion protection.

6. Secondary seals (fire safe seals) are generally not designed for fugitive emissionperformance.

7. If by design higher integrity graphite seals satisfy the emission and fire-saferequirements, the elastomeric or thermoplastic primary seal, as specified in the MESCbuying description may be omitted.

5.7.2 Welding Ends

Add:

1. Butt-welding end valves with polymeric seats or seals shall be provided with extensionpieces (pup pieces) to facilitate welding.

a. The extension pieces (pup pieces) shall be considered as an integralpart of the valve.

2. Pup Piece Materials to be in accordance with the following standards:

a. Dimensions: ASME B36.10M or ASME B36.19M (Diameter and wallthickness to match valve buying description)

b. Welding End Preparation: ASME B16.25

c. Certification: ISO 10474 -3.1B.

d. Material Specs: As listed in buying description.

3. Pup piece length shall be:

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a. for valves < DN 50 (NPS): 200mm (8 in)

b. for valves ≤ DN 300 (≤ NPS 12): 400 mm (16 in);

c. for valves > DN 300 (> NPS 12): 800 mm (32 in).

4. Outside diameter, wall thickness, material grade and composition of the puppieces shall be as specified in the purchase order.

5. For soft-seated valves, the pup pieces shall be attached to the valve before thevalve internals are installed.

6. Transition tapers shall not be steeper than 1:4 and comply with ASME B31.3,Figure 328.4.3. (ASME B31.8, Figure I-5, ISO 13847 Clause 7.7).

7. The heat and heat-treatment batch number shall be clearly marked on the puppiece.

8. If a pup piece is to be attached to a soft-seated valve by a party other than themanufacturer, the manufacturer shall complete both the following:

a. advise the party welding the pup pieces on to the valve body of the

maximum allowable body temperature during welding and anysubsequent post weld heat treatment required;

b. approve the qualified welding procedure.

9. Unless the pipe for the pup pieces is issued by the Principal, the manufacturermay furnish the pup pieces as forgings of equal material and grade as the valvebody material in lieu of pipe.

5.8 Valve Cavity Pressure Relief

Add to end of second paragraph:

1. Pressure relief shall be by means of self-relieving seat rings or a pressure reliefvalve connected to the cavity.

a. The presence of an external pressure relief valve connection shall bespecified in the purchase order.

2. Pressure relief shall not be achieved by using a pressure-equalising hole in theobturator connecting the body cavity to the High Pressure (HP) side of theclosure member.

Add to the end of this clause:

3. Ball valves having single-piston effect seating shall internally relieve the excessivecavity pressure to the downstream (low pressure) side of the valve.

4. Ball valves having double-piston effect seating are not self-relieving and shall be fittedwith an external cavity relief valve.

5. Ball valves having both a single and a double piston effect seating in the same valve,shall internally relieve the excessive cavity pressure via the single-piston effect seat.

6. The maintenance manual shall:

b. explain how the body cavity relief operates; and

a. show how the closure member must be assembled.

5.9 Drains

Replace the entire clause with the following:

1. Unless specified otherwise, the following apply to drain connections for all ball valves

in pressure classes ASME Class 900 and sizes DN 150 ( NPS 6) full bore / DN200 (NPS 8) reduced bore:

a. Connections shall be drilled and threaded.

b. Threaded connections shall have a parallel profile in accordance withISO 228-1 and fitted with a parallel threaded plug.

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c. The plug material shall be of the same chemical composition as the bodywhen seal welding is intended or be of the same chemical composition ofthe trim when seal welding is omitted.

d. To prevent galling between either austenitic or (super) duplex plugand body materials, the thread portion of the plug may be silver platedin accordance with SAE AMS2410K.

e. The plug shall have a primary seal inboard of the thread, in order to protectthe thread against crevice corrosion.

f. The seal material shall be the same as that specified for the static primaryseal in the buying description.

g. The connection between plug and body shall provide a fire safe secondaryseal outboard of the thread, in order to protect the thread againstatmospheric corrosion.

h. In case a separate seal ring is used the seal material shall be grade 316Stainless steel.

i. The location of the ring shall not interfere with the area dedicated for (on-site) seal welding.

j. The plug shall have an external shoulder suitably profiled to accept a sealweld where the size of the shoulder:

i. allows a seal weld 1/3 times the nominal size of the plug;

ii. is not less than 3 mm (0.12 in);

iii. is no greater than 13 mm (0.5 in);

k. The plug shall be securely locked to prevent loosening by a grade 316stainless steel locking ring secured to the body.

l. The locking ring shall be designed so that it can be removed withoutloosening the plug in order to facilitate seal welding after site testing.

m. Thread/pipe sizes for drains shall be in accordance with Table 2.

Table 2—Thread/Pipe Sizes for Drains

Nominal Size of Valve Minimum Pipe Thread /Pipe Size mm (in)DN NPS

50 to 200 2 to 8 15 (1/2)

> 200 > 8 25 (1)

2. Unless specified otherwise, the drain connections for ball valves in pressure classes

> ASME Class 900 and all valves > DN 150 (> NPS 6) full bore or DN 200 (NPS 8)reduced bore, shall be as follows:

a. The drain connection shall be either:

i. a full penetration welded and sufficiently braced flanged designas approved by the Principal; or a pad type flanged connection,fitted with a blind flange.

ii. If a pad type flanged connection is applied, it may be integrallymachined with the valve body.

iii. The bolting, gasket and flange rating shall be the same as for thevalve.

3. Valves in all pressure classes may be fitted with single drain connection for thefollowing sizes:

a. full bore DN 150 ( NPS 6);

b. reduced bore DN 200 (NPS 8).

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4. All fittings shall be rated to at least the hydrostatic shell test pressure of thevalve.

5. On a corrosion resistant alloy (CRA) clad valve where drain ports breach theCRA layer, the drain ports shall be fitted with a welded inconel insert that has anintegral shoulder on the valve cavity side to prevent blow out in case ofattachment weld failure.

5.10 Injection Points


1. Unless specified otherwise, sealant and lubricant injection connections shall not beprovided.

a. The valve design and selection of materials should negate the need forsuch connections.

2. If specified, valves shall be provided with lubricant injection connections asfollows:

a. Body sealant injector connections shall be drilled and threaded.b. The outer threaded connections shall have a parallel profile in

accordance with ISO 228-1 and fitted with a parallel threaded plug.

c. The injector shall have a primary seal inboard of the thread, in orderto protect the thread against crevice corrosion.

d. The seal material shall be the same as that specified for the staticprimary seal in the buying description.

e. The connection between plug and body shall provide a fire safesecondary seal outboard of the thread, in order to protect the threadagainst atmospheric corrosion.

f. In case a separate seal ring is used the seal material shall be grade316 stainless steel.

g. Sealant injection fittings shall incorporate an:

i. internal non-return valve,

ii. giant button head,

iii. screwed cover with vent holes, which seals-off the connectionby plugging the sealant port.

5.11 Drain, Vent and Sealant Lines

Add the fol lowing to this clause:

1. For buried valves, extension lines for drain, vent and sealant injection shall be

provided terminating approximately 100 mm (4 in) below the top flange of thestem extension.

a. Extension lines shall be adequately clamped to the valve body andstem extension and be approved by the Principal, to avoid damagedue to:

i. vibration;

ii. reaction forces of vented or drained medium;

iii. sealant injection.

b. The wall thickness of the extension lines shall be suitable towithstand the line pressure (or sealant injection pressure for the

sealant line), but not less than Schedule 80.c. Extension lines for drains and vents shall be of the same size as the

connection to the valve body.

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d. Extension lines shall be fully butt-welded according to ASME B31.3except for a flanged disconnection point at the body cover flangelevel, in case of welded-ends top-entry valves.

e. Double valving shall be provided in vent and drain extension lines,with one valve located adjacent to the connection to the valve bodyand the second valve at the end of the extension line.

i. This second valve shall be fitted with a blind flange.

5.12 Drain, Vent and Sealant Valves


1. If specified, vent and drain valves shall be subject to approval by the Principal.

5.13 Hand-Wheels and Wrenches — Levers

Add to the end of this clause:

1. The hand-wheel or lever shall be free from burrs and sharp edges.

2. If the force or dimensional limitations are exceeded, the valve shall be provided with agearbox.

a. The gearbox shall be of the self-locking gear type;

Self-locking, means that the output shaft cannot drive the input shaft, afeature inherent with worm and wheel designs but not with the highlyefficient ball screw designs.

b. The gearbox shall be of dust-proof and weatherproof construction.

c. Valves shall be fitted with a gearbox mounting flange in accordance withISO 5211.

d. The connection between the valve body and the gearbox shall be ventedso that any product leakage from the stem cannot penetrate into thegearbox housing.

e. The gearbox output torque rating shall be at least 1.5 times the maximumrequired operating torque of the valve. The stem strength shall match thegearbox; by inference the stem shall be oversized to accommodate thesafety factor of the gearbox. Safety factors of stem design and gearbox arenot cumulative.

f. Gear operated valves shall be designed to prevent damage to the drivetrain of the valve. The output of a gearbox shall not exceed the stresslimits of the valve drive train permitted by 5.20.2.

g. The gearbox shall be provided with a position indicator.

h. The dimensions of the gearbox shall not exceed the limitationsspecified for hand wheels.

i. When the number of hand wheel turns exceeds 100 from the fully openposition to the fully closed position, the manufacturer shall specify thenumber of handwheel turns on the quotation.

5.16 Position Indicators

Modify the second sentence of the second paragraph to delete the “and/or” and read

as:

1. The design shall be such that the component(s) of the indicator and the wrenchcannot be assembled to falsely indicate the valve position.

5.18 Actuator, Operators and Stem Extensions

5.18.1 General

Add the following to this clause:

1. If specified by the Principal, the valve shall be fitted with an actuator.

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2. If actuators are specified, they shall be considered as an integral part of thevalve and supplied by the valve manufacturer according to the requirementsspecified by the Principal.

a. Quarter-turn on/off actuators shall comply with DEP 32.36.01.18-Gen.and DEP 32.36.01.17-Gen.

3. The valve manufacturer shall be responsible for the performance of the valveand assembly.

4. The valve manufacturer shall provide data to the actuator manufacturer tosufficiently size the actuator.

5. The valve manufacturer shall verify that the actuator manufacturer has reviewed theinformation supplied by the valve manufacturer.

6. The actuator manufacturer shall select an actuator proportional to the valve size.

7. Actuator sizing and mounting kits shall be in accordance with API 6DX

8. The valve manufacturer shall apply a safety factor of at least 1.5 to the valve drive train

design between the operator and the obturator, based on the maximium output torqueor force of the actuator.

9. Actuated valves shall be designed to prevent damage to the drive train of thevalve. The output of an actuator shall not exceed the stress limits of the valvedrive train permitted by 5.20.2.

10. Actuated valves shall be fitted with a mounting flange in accordance with ISO 5211.

11. The lock nuts and studs for the bracket shall be positively secured againstloosening.

5.18.5 Protection of Extended Stems and Shafts in Belowground Service


1. If it is specified that the valve will be installed underground or at a level below theoperator’s position, the valve shall have a stem extension and extension casing. Thecasing shall be fully enclosed and externally coated for corrosion prevention.

a. The Principal shall specify the required length of the stem extensionbetween the centreline of the valve opening and the top mountingflange.

b. A stem extension long enough for the hand wheel or operator shouldbe approximately 1.5 m (5 ft) above the surface.

c. The casing of the stem extension shall be as all of the following:

i. Fully sealed and equiped with a means to prevent pressurebuild up in the event of stem seal leakage.

ii. Externally coated for corrosion prevention.

d. For gear-operated valves:

i. The gearbox shall be mounted directly on the valve.

ii. The gearbox input shaft shall be extended.

e. The design of the stem extension and protector (if applicable) shall besubject of approval by the Principal.

f. The stem extension shall be sized for the side loads and torqueneeded to seal and to operate the valve against the maximum classdifferential pressure applied at the following;

i. one or both sides of the valve, whichever case needs the highertorque;

ii. both the smallest cross section of the stem extension and to theconnection to the obturator.

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5.19 Lifting


1. Valves with a mass ≥ 250 kg (550 lbs) shall be provided with lifting points.

5.20 Drive Trains5.20.1 Design Thrust or Torque


1. Valves specified for special protective functions shall have design thrust ortorque of 2.5 times the breakaway thrust or torque.

Examples of sp ecia l protect ive funct ions are of fshore r iser valves, trunk-

line valves, beach valves, ESD valves and high integrity p ressure protectio n

sys tem (HIPPS) valves.

2. The gear box output torque rating shall be at least 1.5 times the maximum operatingtorque of the valve.

3. If requested by the Principal, the Manufacturer shall provide operating thrust or torque(and the applied safety factors) at the maximum differential pressure.

Add new clause:

5.20.4 Torque Testing

1. Torque testing shall be executed in accordance with Annex H.6.

Add new clause:

5.20.5 Stems

1. The stem shall be a one-piece wrought material (this includes bar); welded fabricationis not allowed.

2. Stem sections shall be cylindrical, within a tolerance of 0.05 mm (0.002 in).

3. The stem shall be straight within a tolerance over the travel of the stem of 1 mm/metre(0.01 2 in/ft).

4. Stem sealing area shall have a maximum surface roughness (Ra) of 0.8 μm(32 micro-inches) and be free from any defects.

5. The stem shall be suitably supported and have clearances sufficient that with allanticipated side loads it does not make rubbing contact with the adjacent static metalliccomponents (e.g., bonnet, gland ring).

5.21 Stem Retention


1. The stem or shaft retainer ring or collar shall be integral with the stem.2. Stem or shaft retention shall not be by means of body/stem threads.

5.22 Fire Type – testing

Replace the first sentence with:

1. Except for buried valves, fire type-testing certification of the design shall be providedfor valves containing polymeric seat, seal or bearing materials, according to one of thefollowing standards:

a. ISO 10497,

b. API STD 607, with the exception of the 4th edition,

c. API SPEC 6FA,

d. BS 6755-2 (withdrawn), but only when tested to this standard prior to 2008.

API STD 607 4th edition is not accepted for soft seated valves up toclass 600, since both the operational and external leakage tests are

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Page 17

carried out at only 2 bar (ga) (29 psig) compared to 75 % of the rated pressure for other procedures.


2. When fire type-testing certification of the design is required, graphitic or metallic

seals shall be provided to protect the valve against leakage in case of a fire.

3. If specified, valve operating mechanisms of fire-tested or fire-safe valves shallbe of a fire-safe design, or equipped with passive fire protection certified for aminimum of 30 minutes protection time against a hydrocarbon jet fire of 450kW/m

2 (140,000 Btu/h∙ft

2).

5.23 Antistatic Device

Delete last part of the sentence: “if specified by the purchaser”.

Add new clause:

5.24 Securing

1. Separate removable valve parts shall be positively secured against loosening.

2. Spring tension pins shall not be used for locking of internal valve components.

Add new clause:

5.25 Seat Rings

1. To ensure adequate sealing at low differential pressures the seat rings shall be spring-energised.

2. To ensure adequate sealing at all differential pressures, the seat rings shall be linepressure energised.

3. Seat rings of split body / top entry ball valves shall be renewable.

4. The seat ring and body shall be designed so that entrapment of solids will not obstruct

free movement of the seat rings.

Add new clause:

5.26 Stuffing Box, Gland and Packing

1. If a packing box is specified as the primary stem seal, the following apply:

a. The nominal depth of the packing box shall accommodate a maximumof six uncompressed packing rings.

b. The surface area of the stuffing box in contact with the packing shallhave a surface finish (Ra) of 3.2 μm (120 micro-inches) or smoother.

c. The packing box wall shall not be penetrated where it is contacted bythe seal.

d. If a spacer ring is required to reduce the depth of the stuffing box, thespacer ring shall be of the same material as the gland ring.

e. The bottom of the packing box shall be flat.

f. The gland follower shall be installed such that it protrudes into thestuffing box before compressing the packing rings.

g. Threaded glands shall not be used.

h. A gland with a joint face parallel to the stem centre line shall not bepermitted.

6 Materials

6.1 Material Specification

Add to the bulleted list:

1. material grade;

2. mechanical Properties (tensile);

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3. hardness.


1. The Manufacturer shall list the material designation of all valve parts on the valvegeneral arrangement drawing.

2. Where multiple options for hardfacing of closure member and seat are allowed in thebuying description, only the following combinations shall be allowed:

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.

6.3 Service Compatibility


1. The corrosion resistance of the bearing material shall at least be equal to the stem/trimmaterial.

2. If retaining tabs are applied for securing of valve parts, they shall be compatible withthe body material.

3. Material of the gearbox housing shall be nodular cast iron, carbon steel or equivalentto the valve body material.

6.4 Forged Parts

Replace entire clause with :

1. Each forging shall be hot worked and heat treated to produce uniform grain sizeand mechanical properties in the finished product.

2. Forged bodies and body connectors shall be forged close to final shape.

6.5 Composition Limits

Modify to read for sulphur and phosphorus content:

1. The sulfur content shall not exceed 0.020 % by mass

2. The phosphorus content shall not exceed 0.025 % by mass

6.6 Toughness Test Requirements

Insert the following between the fifth and the sixth paragraph in this clause:

1. All pressure-containing parts in valves shall meet the toughness test requirementscontained in Clause 2.3 “Impact Testing” of MESC SPE 77/302.

6.7 Bolting


1. Bolting and other valve components shall not be cadmium plated.

2. Where galvanized bolts are specified, the requirements contained inMESC SPE 81/007 shall be met.

3. Where aluminum ceramic coating is specified for of fasteners, the requirementscontained in MESC SPE 81/010 shall be met.

6.8 Sour Service

Modify to read

1. If sour service is specified, the requirements shall be in accordance with MESC SPE77/302 and SPE 77/303.

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7 Welding

7.2 Welding Procedure and Welder/Welding Operator Qualifications

Replace the 7th paragraph beginning “For weld overlay…”and subsequent paragraphs withthe following:

1. Weld overlay or clad welding with nickel-based alloys shall be in accordance withMESC SPE 77/313.

7.3 Impact Testing

Replace the second p aragraph w ith the fol lowing :

1. As a minimum, impact testing shall be carried out for the qualification ofprocedures for welding on valves with a design temperature below -29 °C(-20 °F) and for welding on valves of duplex stainless steel or martensiticstainless steel material.

Replace the seventh paragraph with the fol lowing:

2. The impact test temperature for welds and heat-affected zones shall be at or

below the minimum design temperature specified for the valve.

a. Duplex stainless steel shall be tested at -50 °C (-58 °F).

b. Martensitic stainless steel shall be tested at 21 °C (70 °F).

3. Impact test results for full-size specimens shall meet the requirements of (8.5).

a. If the material specification or the piping design standard requireshigher impact values than those shown in (8.5), the higher valuesshall apply.


4. The impact test requirement shall be in accordance with MESC SPE 77/302.

7.5 Repair


1. Austenitic stainless steel, duplex or nickel alloy valves may be repaired bywelding, in which case a further solution heat treatment shall be performed afterthe repair in accordance with ASTM A 743.

a. Repair welding of duplex and super duplex stainless steel valves shallbe subject to approval by the Principal.

2. For valves with CRA weld overlay cladding, the repair of defects shall be inaccordance with MESC SPE 77/313.

8 Quality Control

8.1 NDE Requirements


1. The Principal shall specify if, and to what extent, the Principal or the designatedrepresentative will witness the manufacturer’s inspections and tests and/or willperform a document review before shipment.

8.3.4 Welding Inspectors


1. Welding Inspectors qualified through the American Welding Society shall, as aminimum, be certified as a Welding Inspector or Associate Welding Inspector.

2. Welding Inspectors qualified through the Initernational Institute of Welding shall,as a minimum, be certified as an International Welding Practitioner.

3. Welding Inspectors qualified through The Welding Institute shall, as a minimum,be certified as a Welding Inspector 3.0.

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8.4 NDE of Repairs

Replace ent i re clause with the fol low ing:

1. Requirements for weld repair shall be in accordance with ASME B16.34, Section8.4.

8.5 Weld End NDE

Replace ent i re clause with the fol low ing:

1. Where (8.1) specifies that weld ends be subjected to volumetric or surface NDE,the examination and acceptance criteria shall be in accordance with Annex G.27.

9 Pressure Testing

9.1 General


1. Where regulatory requirements exceed the test requirements in this documentthe Principal shall specify the applicable test requirement.

2. A maximum of 10 % glycol corrosion inhibitor or a molecular level inhibitoradditive shall be added to liquid test media.

3. Test media reservoirs shall be drained and biocide flushed at least 1 time perannum.

4. Valves with a gear operator or actuator shall be seat tested after assembly of theoperating mechanism.

9.2 Stem Backseat Test

Replace the second s entence of the second paragraph with the fol low ing:

1. The backseat shall then be closed and a minimum pressure of 1.5 times thepressure rating determined in accordance with 5.2 for material at 100 °F (38 °C)

applied for the duration specified in Table 4.

9.3 Hydrostatic Shell Test


1. The valve shall be isolated from the pressure source during testing.

9.4 Hydrostatic Seat Test


1. Valves with a gear operator or actuator shall be seat tested after assembly of theoperating mechanism.

9.4.1 Preparation


1. Valve preparation shall be in accordance with the following:

a. Valve internals and test equipment/system shall be dry, thoroughlycleaned, de-greased, dust, oil and sealant free and unpainted.

b. If necessary to prevent galling, the seating surfaces only may becoated with a thin film of oil having a viscosity not greater than that ofkerosene.

c. Valves designed to permit emergency or supplemental introduction ofan injection sealant to the seat area shall be tested with the injectionsystem empty.

9.6 Testing of Drain, Vent and Sealant Injection Lines


1. Drains, vents and sealant points, which may have been included for testing,shall be blanked off.

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Add new clause:

9.8 Low-Pressure Gas Seat Test

1. For metal-seated ball valves, a low-pressure gas seat test shall be executed inaccordance with Annex H.3.3.

a. The acceptance leakage rate shall be in accordance with Annex H.3.4.

Add new clause:

9.9 High Pressure Gas Seat Test

1. For valves specified for gas service, the high pressure gas seat tests shall beexecuted in accordance with Annex H.4.3.

11 Marking

Add to 1st sentence:

1. In addition, an ‘HP’ mark shall be provided on the high-pressure side of uni-directionalvalves.

Replace the 2nd sentence with:

2. Body marking shall be one of the following:

a. integral;

b. made by stamping with a low-stress die stamp on a flange rim (for flangedvalves) or on the valve body (for butt-weld valves).

Replace the 4th paragraph beginning “The marking on the body…” with:

3. Marking on the body closure/end connector and bonnet/cover shall not be less than6 mm (0.0.25 in) in height.

4. The name plate minimum letter size shall be 3 mm (0.125 in) on valve sizes DN 50(NPS 2) and larger.

5. For all valves DN 38 (NPS 1.5) and smaller the nameplate letter size shall be per themanufacturer’s standard.

6. The nameplate(s) shall contain both metric and USC units.


6. Each flange shall be provided with a ‘SPE’ mark on the side that contains asingle piston ef fect seat and with a ‘DPE’ mark on the side that contains adouble piston effect seat.

7. Valves fitted with double-piston effect seats shall also be provided with an ‘HP’mark on the high-pressure side.

12 Preparation for Shipment: Replace second paragraph with:

1. Protective covers shall be made of plastic [at least 3 mm (1/8 in) thick] or metalwith a wooden backing.

a. Covers made from wood, or any other porous material shall not be in directcontact with flange faces.

b. Covers shall be attached with at least 4 bolts of appropriate diameter.

c. Covers shall be designed to prevent ingress of water and dirt into the valveduring outdoor storage for at least one year.

2. External female threads in valve bodies shall be protected with steel plugs or

shrink steel plugs.

3. Application of non-metal plugs (plastic-made, for example) shall not bepermitted.


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4. Prior to packaging and shipment, valve internals shall be thoroughly cleaned and driedand the surfaces free from test fluids, cleaning agents, loose particles and organicsubstances.

5. Valves shall be preserved as follows:

a. Valves inside components shall be sprayed with Shell Ensis Oil gradeN or equivalent.

b. Valve spindles shall be protected with Shell Ensis Compound CA orequivalent.

c. Flange faces, holes for flange stud bolts, bolts, nuts and gaskets shallbe preserved with Shell Ensis Fluid grade S, T or V or equivalent.

d. All valves shall be stored in their own vapour barrier envelope withdesiccant satches, inside the original boxes or containers.

e. Valve preservation shall be guaranteed by the manufacturer for outdoorstorage for at least one year.

6. Valves equipped with a single-acting spring-return actuator shall be shipped in the fail-safe position.

7. Shut-off valves as part of the actuator assembly (valves isolating oil filters,manometers, or pressure transmitters) shall be shipped and kept in the “open”position.

a. Hydraulic lines shall be depressured.

8. When valves are shipped in the closed position, a warning sticker shall bevisible on the valve packing box/crate or container.

9. A metal tag shall be permanently attached to each valve, which clearly identifies job number, purchase order line item number, serial number and valve tagnumber.

10. Valve lifting sketches and handling instructions shall be included inside valvecrates in order to ease lifting operations.

13 Documentation

13.1 Minimum Documentation and Retention

Add the following to the list of minimum documentation to be retained by the manufacturer:

i) purchase order and identification of valves by serial number or themanufacturer’s code;

j) material test reports and inspection certificates, traceable by heatnumber to the foundry or mill;

k) NDE reports, including sketches if necessary, showing the locationsof examination traceable by heat or serial number.

i. The retention period for NDE reports shall be 5 years.

ii. The retention period for radiographs shall be at least 12 months.

l) listing of applicable and authorised concessions, waivers and/ormaterial substitutions;

m) listing of applicable manuals (e.g., assembly or maintenancemanuals).


1. If specified by the Principal, the manufacturer shall provide documentation prior

to shipment. Computerized data or photocopies of originals, which are verifiedand signed by the QA/QC department, may be provided instead of originals.

2. All documentation shall be in English or accompanied by a certified translationin English.

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Add new clause:

15 CERTIFICATION

In addition to the certification requirements specified in MESC SPE 77/302, the finishedvalve shall have a certificate in accordance with ISO 10474 type 2.1 or EN 10204 type 2.1,

demonstrating that it complies with all requirements of API 6D and its revision date. Thecertificate(s) shall identify the valve type, size, class, end connection, serial number(s), anyadditional requirement specified by the manufacturer or purchase

Annex F (normative) Qualification of Heat-treating Equipment

F.4 Instruments

Add new clause:

F.4.4 Records

1. Records of furnace calibration and surveys shall be maintained for a periodof not less than 2 years.

Annex G (normative) Requirements for Nondestructive Examination

Add new clause:

G.28 Ferrite Number (FN)

1. Ferrite Number (FN) of weld metal for pressure retaining welds for forgings,castings and plates shall be:

a. 100 % for austenitic stainless steel with a maximum designtemperature > 450 °C (> 842 °F) and/or a minimum design temperature< minus 101 °C (< minus 150 °F) and/or in ASME Class 1500 andhigher;

b. 5 % for other austenitic stainless steel, nickel based alloys or forvalves specified for severe cyclic service.

Add new clause:

G.29 Hardness Testing

1. Hardness testing of weld metal for pressure retaining welds for forgings,castings and plates shall be:

a. 100 % for values as specified as for severe cyclic service;

b. 5 % for valves made of carbon steel C-Mn or Cr-Mo steels in ASMEClass 1500 and higher;

c. 5 % for valves made of carbon steel C-Mn or Cr-Mo steels in ≤ ASMEClass 900 and for valves with a minimum design temperature

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H.6 Torque/Thrust Functional Testing

Replace the final sentence with:

1. The measured torque or thrust results shall be less than 75 % of the valve designtorque or thrust as outlined in H.6 a) to d) above, as specified by the Manufacturer.

Add new clause:

H.13 Hydrogen-Induced Cracking Test

1. If specified, process-wetted and pressure-containing parts that aremanufactured, fabricated or formed from plate shall be resistant to hydrogen-induced cracking (HIC).

a. This shall be demonstrated by successful HIC testing in accordancewith MESC SPE 74/125.

Add new clause:

H.14 Functional Test for Actuated Valves

1. If specified, actuated valves shall be subjected to a functional test.a. The valve shall be opened and closed by its own actuator for 6 cycles

to prove its function.

b. The minimum and maximum time to fully open or close the valve shallbe as specified by the Principal.

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izePART III REFERENCES

In this MESC SPE, 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 anyamendments/supplements/revisions thereto.

2. Most of the referenced external standards are available to Shell staff on the SWW (Shell Wide Web) athttp://sww05.europe.shell.com/standards.

SHELL STANDARDS

Valves – General requirements MESC SPE 77/302

Valves in special service MESC SPE 77/303

Graphitic packing material MESC SPE 85/203

Packing material, graphite & carbon braided yarn MESC SPE 85/204

AMERICAN STANDARDS

Fire test for soft-seated quarter turn valves API STD 607 (3r

or 5t edition)

Specification for Pipelineand Piping Valves

API SPEC 6D (24th edition,

including Errata and Addendum 1)

Specification for fire test for valves API SPEC 6FA

Issued by: American Petroleum Institute1220 L Street NWWashington, DC 20005USA

Process Piping ASME B31.3Issued by: American Society of Mechanical Engineers ASME InternationalThree Park Avenue, M/S 10ENew York, NY 10016, USA

Standard For AWS Certification Of Welding Inspectors AWS QC1

Issued by: AWS American Welding Society8669 NW 36 Street, # 130Miami, FL33166-6672USA

Heat Treatment of Steel Raw Materials SAE AMS-H-6875G

SAE International400 Commonwealth DriveWarrendale, PA 15096-0001USA

BRITISH STANDARDS

Testing of valves – Part 2: Specification for fire typetesting requirements

BS 6755-2

Issued by:British Standards InstitutionChiswick High RoadLondon, W4 4ALUnited Kingdom

EUROPEAN STANDARDS Industrial valves – Method for sizing the operatingequipment

EN 12570:2000

http://sww05.europe.shell.com/standardshttp://sww05.europe.shell.com/standards

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Issued by:Commité Européen de NormalisationSecrétariat CentralRue de Stassart 36B-1050 BrusselsBelgium

Copies can also be obtained from national standardsorganisations.

INTERNATIONAL STANDARDS

Industrial Valves – Pressure Testing of Valves ISO 5208

Industrial Valves – Part-Turn Actuator Attachment ISO 5211

Testing of valves – Fire type testing requirements ISO 10497

Issued by:ISO Central Secretariat 1, ch. de la Voie-Creuse Case postale 56 CH-1211 Genève 20

SwitzerlandCopies can also be obtained from national standardsorganizations.

77 - 130 Ball Valves

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