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 ©  2  0 1  5  H  e  r  v  é B  a  r  o  n HERVE BARON Engineering Training Welcome to this presentation. It is part of a suite of Engineering training modules. It shows the activities and deliverables of the Equipment/Mechanical discipline. Comments are most welcome ( [email protected]), which I will incorporate for the benefit of all. Please download this file so that you can see my trainer’s notes in the top left corner – latest Acrobat Pro feature.  Hervé
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BARON

Engineering Training

Welcome to this presentation.

It is part of a suite of Engineering training modules.

It shows the activities and deliverables of theEquipment/Mechanical discipline.

Comments are most welcome ([email protected]),which I will incorporate for the benefit of all.

Please download this file  so that you can see my trainer’s

notes in the top left corner – latest Acrobat Pro feature. 

Hervé

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Engineering disciplines: activities and deliverable

PROCESS

PLANT LAYOUT

EQUIPMENT

SAFETY & ENVIRONMENT

CIVIL

PIPING

PIPELINE

INSTRUMENTATION

ELECTRICAL

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BARON

Process design

PFDs

H&M balance

Rotating

Pressure vessels

Fired equipment

Heat exchangers

Packages etc.

Process

data sheet

Equipment specification

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Heat Exchangers

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Equipment ∕ Mechanica

Starting from the Process Equipment list, Equipment discipline issues

documents to specify, select and order equipment.

Which documents?

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Equipment ∕ Mechanica

Starting from the Process Equipment list, Equipment discipline issues

documents to specify, select and order equipment.

Which documents?

1) THE MECHANICAL DATA SHEET

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Rotating Equipment

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Mechanical Data Sheet

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Mechanical Data Sheet

What additional information to the Process Data Sheet does the

Mechanical Data Sheet contain?

h / h i l Sh

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Process Data sheet / Mechanical Data Sheet

M h i l D Sh

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Mechanical Data Sheet

Pumps could be specified as per

ANSI or API code.

What are the differences?

API ANSI

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API vs ANSI pumps

ANSI API

API ANSI

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API vs ANSI pumps

ANSI API

Standard dimensions

Casing rating

Casing/ casing back-cover joint

Mounting feet

API vs ANSI pumps

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API vs ANSI pumps

ANSI API

Standard dimensions YES NO

Casing rating 300 lbs at 300°F 750 lbs at 500°F

Casing/ casing back-cover joint Also holding bearing frame

adpator

Independent, with metal/metal

 joint.

Mounting feet Bottom Center lined

HERVE API vs ANSI pumps

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API vs ANSI pumps

ANSI API

Standard dimensions YES NO

Casing rating 300 lbs at 300°F 750 lbs at 500°F

Casing/ casing back-cover

 joint

Also holding bearing frame

adpator

Independent, with metal/metal

 joint.

Mounting feet Bottom Center lined

HERVE API vs ANSI pumps

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API vs ANSI pumps

Bearing frame adaptor

Casing coverGasket

HERVE API vs ANSI pumps

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API vs ANSI pumps

Bearing frame adaptor

Casing cover

Gasket

HERVE API vs ANSI pumps

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API vs ANSI pumps

ANSI API

Standard dimensions YES NO

Casing rating 300 lbs at 300°F 750 lbs at 500°F

Casing/ casing back-cover joint Also holding bearing frame

adpator

Independent, with metal/metal

 joint.

Mounting feet Bottom Center lined

HERVE API vs ANSI pumps

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API vs ANSI pumps

ANSI API

Standard dimensions YES NO

Casing rating 300 lbs at 300°F 750 lbs at 500°F

Casing/ casing back-cover joint Also holding bearing frame

adpator

Independent, with metal/metal

 joint.

Mounting feet Bottom Center lined

Conclusion:

For which services would

you select an API vs an

ANSI pump ?

HERVE Process Data sheet / Mechanical Data Sheet

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Process Data sheet / Mechanical Data Sheet

What are the contents of the code ?

HERVE Process Data sheet / Mechanical Data Sheet

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Process Data sheet / Mechanical Data Sheet

What are the contents of the code ?

• Data sheet template

• The list of information to be

defined by Purchaser, e.g. cooling

medium, hazardous area

classification etc.

• Technical requirements for the

design, accessories, tolerances

etc.

HERVE Mechanical Data Sheet

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Mechanical Data Sheet

HERVE Mechanical Data Sheet

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Some data is highlighted in green while some data is highlighted in

orange. What is the difference?

HERVE Mechanical Data Sheet

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How and by whom are the Materials of Construction defined?

HERVE Engineering disciplines: activities and deliverables

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g g p

PROCESS

EQUIPMENT

SAFETY & ENVIRONMENT

CIVIL

PIPING LAYOUT & MATERIAL

INSTRUMENTATION

ELECTRICAL

Piping discipline

Plant LayoutPiping

installationPiping materials

Materials/corrosion,

insulation, painting

Piping

calculations

& supports

HERVE Material selection

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HERVE Material selection

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HERVE Pumps data sheet

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BARON

Pumps data sheet

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2

HERVE

BARON

Pumps data sheet

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3

What is the MDMT?

HERVE

BARON

Pump data sheet

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Who is defining the seal type?

HERVE

BARON

Pump data sheet

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HERVE

BARON

Mechanical Data Sheet

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Page 1/5 Page 2/5

HERVE

BARON

Mechanical Data Sheet

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Page 3/5 Page 4/5

HERVE

BARON

Mechanical Data Sheet

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Page 5/5

HERVE

BARON

Columns and Drums

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Which documents are produced to specify Pressure Vessels ?

HERVE

BARON

Pressure vessels

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Any other document ?

HERVE

BARON

Mechanical Data Sheet

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What does Mechanical design entail?

HERVE

BARON

Mechanical design

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The vessel wall thickness is calculated so that with all

loadings, i.e.,

• Internal pressure

• External pressure

• Weight

• Seismic

• Wind

• Other external loads, from connected pipes etc.

• Loads during transport, lifting

the maximum stress for the selected material is not

exceeded

HERVE

BARON

Mechanical design

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The vessel wall thickness is calculated so that with all

loadings, i.e.,

• Internal pressure

• External pressure

• Weight

• Seismic

• Wind

• Other external loads, from connected pipes etc.

• Loads during transport, lifting

the maximum stress for the selected material is not

exceeded

HERVE

BARON

Mechanical design

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=

 

=

 

Circumferential stress

Longitudinal stress

HERVE

BARON

Mechanical design

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=

 

=

 

Circumferential stress

Longitudinal stress

Vessel wall thickness is calculated so that circumferential

stress is below admissible material stress

<   ∗    

HERVE

BARONDesign of tall towers

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Loadings that create compressive stress:

 Internal pressure• Wind OR seismic

• Weight

HERVE

BARONMechanical design

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=

 Longitudinal stress

Loadings that create compressive stress:

 Internal pressure• Wind OR seismic

• Weight

HERVE

BARONDesign of tall towers

Wind load

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Wind load

XF

M

D

Wind load F = Pw * X * D

Moment M = F * X/2

Loadings that create compressive stress:

 Internal pressure• Wind OR seismic

• Weight

HERVE

BARONDesign of tall towers

Wind load

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Wind load

XF

M

D

Wind load F = Pw * X * D

Moment M = F * X/2

Inertia I = π R3 t

M * RStress S =

I

MStress S =R2 π t

HERVE

BARONDesign of tall towers

Wind load

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Wind load

XF

M

DLoadings that create compressive stress:

 Internal pressure• Wind OR seismic

• Weight

MStress S =R2 π t

HERVE

BARONDesign of tall towers

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Loadings that create compressive stress:

 Internal pressure• Wind OR seismic

• Weight

Weight WW

Stress S =2 π R t

HERVE

BARONDesign of tall towers

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Loadings that create compressive stress:

 Internal pressure• Wind OR seismic

• Weight

Total stress: Algebraic Sum

P (R-0.4 t) F * X/2 WStress S = + -

2 Et π R2 t 2 π R t

Total stress must remain below maximumallowable for the material as specified in the code

X

HERVE

BARONMechanical design

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http://www.microprotol.com/demo_viewlet.htm  

HERVE

BARONMechanical design

Calculation file

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HERVE

BARONMechanical Design

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HERVE

BARONMechanical Design

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HERVE

BARONMechanical Design

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HERVE

BARONMechanical data sheet

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HERVE

BARONMechanical Data Sheet

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Look at the PDS and MDS in your exercise book. What additionalinformation is contained in the MDS? What does Mechanicaldesign entail?

HERVE

BARONMechanical Data Shee

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Process Data Sheet:

• design conditions

• skeleton drawings

• material (generic type) andcorrosion allowance

• equipment dimensions

• definition of type of internals• nozzles list

• height from ground

Mechanical Data Sheet:

• design conditions & code

• scaled drawing

• material grades and thickness ofall parts

• all dimensions

• drawings of internals• nozzzles position and elevation

• designed support

• weight

• loads on foundation• limits of supply

HERVE

BARONEquipment ∕ Mechanica

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1) Most frequent type of heat exchangers: shell &

tubes

HERVE

BARONHeat Exchanger

Shell & Tubes

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HERVE

BARONHeat Exchanger thermal sizing

TEMA Data Sheet

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A Thermal data

sheet is received

from Process forshell & tubes heat

exchangers

following thermal

sizing

HERVE

BARONHeat Exchanger

Mechanical Designef[1]: 0

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N1B

N2A

N4

N5 N3

N2B

N1A

V

DUC

HLLHLL

ef[1]: 0

HERVE

BARONHeat Exchanger

Mechanical Designef[1]: 0

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N1B

N2A

N4

N5 N3

N2B

N1A

V

DUC

HLLHLL

ef[1]: 0

What additional aspect is taken into account in the mechanical design of

heat exchangers compared to that of other pressure vessels (columns,

drums)?

HERVE

BARONHeat Exchanger

Mechanical Designef[1]: 0

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N1B

N2A

N4

N5 N3

N2B

N1A

V

DUC

HLLHLL

ef[1]: 0

HERVE

BARONHeat Exchanger

Mechanical Design

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HERVE

BARONHeat Exchanger Mechanical Data Sheet

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HERVEBARON

Heat Exchanger

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Process Process/heat exchange Equipment

Proces DataSheet

Thermalsizing

Thermaldata sheet

Mechanicaldata sheet

Mechanicaldesign

HERVEBARON Heat Exchanger

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Process Process/heat exchange Equipment

Proces DataSheet

Thermalsizing

Thermaldata sheet

Mechanicaldata sheet

Mechanicaldesign

Overall eqipment dimensions,

position of nozzles, weight etc.

Heat transfer coefficient,

number of shells/passes per

shell, heat transfer surface,

number of tubes

Thermal exchange

duty

HERVEBARON Equipment ∕ Mechanica

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2) Plate & Frame and other proprietary design heat exchangers

HERVEBARON Heat Exchanger

Plate and Frame

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 H e r v éB a r o nHow are Plate and Frame Heat Exchangers specified ?

HERVEBARON Heat Exchanger

Plate and Frame

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 H e r v éB a r o nWhat are the advantages of the Plate and Frame HX versus the Shell

& Tube?

HERVEBARON Heat Exchanger

Plate and Frame

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How are Air cooled Heat Exchangers specified?

HERVEBARON Equipment ∕ Mechanica

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How are heaters specified ?

HERVEBARON Equipment ∕ Mechanica

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How are storage tanks specified ?

HERVEBARON Storage tank

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Flat bottom cylindrical atmospheric tanks are

designed as per API 650 « Welded storage tanksfor oil storage »

Above a diameter of 6 meters, tanks are not be

shop but Site fabricated

HERVEBARON Storage tanks Mechanical data shee

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HERVEBARON Equipment ∕ Mechanica

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 H e r v éB a r o nWhat are the miscellaneous equipment?

HERVEBARON Equipment ∕ Mechanica

What is a package ?

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HERVEBARON Equipment ∕ Mechanica

What is a package ?

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Package = Set of equipment, accessories and services

contracted or purchased to a single Vendor

realizing a process function, with associated functional  guarantees

assembled on a single skid or multi skid, or shipped loose (bulk)

HERVEBARON Equipment ∕ Mechanica

What is a package ?

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p g

What is, for Engineering, the purpose

to order as a package ?

HERVEBARON Equipment ∕ Mechanica

What is a package ?

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What is, for Engineering, the purpose

to order as a package ?

Purpose

to have a better efficiency (than if it was done by the Engineer)

to minimize site erection work

to have ONE single functional guarantee

to have a party (vendor) who is able to bring a specific know-how

HERVEBARON Equipment ∕ Mechanica

What is a package ?

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What is, for Engineering, the purpose

to order as a package ?

What is usually ordered as a package ?

HERVEBARON Equipment ∕ Mechanica

What is a package ?

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What is, for Engineering, the purpose

to order as a package ?

What is usually ordered as a package ?

Common types of packages

Compressors

Heaters, boilers, incinerators,

Air/nitrogen generation, chemical injection

Water/gas treatment Solid handling, conveyors, cranes etc.

HERVEBARON Packaged Compressor

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Picture courtersy LMF

HERVE

BARON PackagesOff-shore

Instrument air generation Air dryers skid

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Instrument air generation Air dryers skid

HERVE

BARON PackagesOff-shoreGas Dehydration

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HERVE

BARON PackagesOn-shore

Steam bath

Nitrogen generation unit

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Cold boxStorage tank

(25m high)

mvaporizer

HERVE

BARON Equipment ∕

Mechanica

What is a package ?

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What is, for Engineering, the purpose

to order as a package ?

What is usually ordered as a package ?

Which is the responsible discipline ?

HERVE

BARON Equipment ∕

Mechanica

Which is the responsible discipline ?

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 H e r v éB a r o n

Packages requiring mainly know-how for one Equipment type,designed to ONE particular code: the concerned Equipmentdiscipline

Turbo-compressor ROTATING

Heaters, boilers, incinerators FIRED HEATER

Desalter PRESSURE VESSELS

Packages involving several Equipment type, the design of which isNOT dictated by ONE particular code: the PACKAGE discipline

Air/nitrogen generation, chemical injection PACKAGE

Water/gas treatment PACKAGE

Solid handling, conveyors, cranes etc. PACKAGE

HERVE

BARON Equipment ∕

Mechanica

What are the key things to considerwhen specifying a package?

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when specifying a package?

HERVE

BARON Equipment ∕

Mechanica

What are the key things to considerwhen specifying a package?

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Applicable specifications: Manufacturer standard, a few Projectspecifications or all?

Automation design: Independent control system or not ?

Pre-assembly level / extent of site works

Definition of limits of supply and interfaces in all disciplines, e.g. civil

Involvement of Engineer: no / partial or full check ?

when specifying a package?

HERVE

BARON Equipment ∕

Mechanica

What are the key things to considerh f k ?

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Applicable specifications: Manufacturer standard, a few Projectspecifications or all?

Automation design: Independent control and safety systems or not ?

Pre-assembly level / extent of site works

Definition of limits of supply and interfaces in all disciplines, e.g. civil

Involvement of Engineer: no / partial or full check ?

when specifying a package?

HERVE

BARON Package instrumentation & contro

Package with control loops and

protection system integrated with the

Plant control and safety systems

The Package with stand alone

process control and safety system

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Plant control and safety systems

HERVE

BARON Equipment ∕

Mechanica

What are the key things to considerwhen specifying a package?

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when specifying a package?

What could be the drawbacks ofordering something as a package?

HERVE

BARON Equipment ∕

Mechanica

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What other documents besides the Data Sheets are issued tospecify and order Equipment ?

HERVE

BARON Equipment ∕

Mechanica

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What other documents besides the Data Sheets are issued tospecify and order Equipment ?

2) THE SPECIFICATION

HERVE

BARON

Data sheet / Specification

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What is the scope of each document?

HERVE

BARON

Data sheet / Specification

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 H e r v éB a r o n

Two types of specifications are issued. What are the two types?

HERVE

BARON

Specification

General

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EP - 21799_a_A_ppt_01 - Eng. Mangement Part 2 - Engineering disciplines9

HERVE

BARON

Specification

General specification:

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It does not apply to a particular equipment (tag) but to all items of this

family of equipment, e.g. fired heaters, S&T HX etc. Only lists the amendments to a code

For standard supplies, it is enough, along with the MDS

For packages, general specifications for all equipment types within the

package must be included

HERVE

BARON

Equipment codes & Standards

Pressure Vessels

ASME Section VIII, Division 1 Rules for Construction of pressure Vessels

ASME Section VIII, Division 2 Rules for Construction of pressure Vessels

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Fired Heaters and Steam BoilersASME Section I Power Boilers Code

API 560 Fired heaters for refinery services

Heat Exchangers

API 660 Shell & Tube

API 661 Air-cooled HXAPI 662 Plate & Frame

Rotating Equipment

API 610 Centrifugal pumps for Petroleum and Natural Gas Industries

API 617 Centrifugal compressor for general refinery service

API 611 General purpose turbines for refinery service

Atmospheric Storage Tanks

API 650 Welded Tanks For oil Storage

HERVE

BARON

Specification

Particular

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HERVE

BARON

Specification

General specification:

It does not apply to a particular equipment (tag) but to all items of this

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pp y p q p ( g)

family of equipment, e.g. fired heaters, S&T HX etc.

Only lists the amendments to a code For standard supplies, it is enough, along with the MDS

For packages, general specifications for all equipment types within the

package must be included

Particular specification

Specific to a particular equipment item (Equipment Tag)

Issued for complex and extended scope of supply, including several types

of equipment, e.g. machinery auxiliaries, and for packages

Issued when the supply is not standard, i.e. specific requirements etc. that

the general specification does not cover It is fully comprehensive... as shown on the TOC on the next slide

HERVE

BARON

(Particular) Equipment specification

Detailed scope of supply

Scope of services

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p

Reference documents

Applicable codes & standards

Deviations & Exceptions

Design Requirements

Packing, marking and shipping

Shop assembly and delivery conditions

Inspection & testing

Guarantees & warranty

Data required with the bid

HERVE

BARON

(Particular) Equipment specification

Detailed scope of supply

Scope of services

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p

Reference documents

Applicable codes & standards

Deviations & Exceptions

Design Requirements

Packing, marking and shipping

Shop assembly and delivery conditions

Inspection & testing

Guarantees & warranty

Data required with the bid

HERVE

BARON

(Particular) Equipment specification

Detailed scope of supply

Scope of services

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p

Reference documents

Applicable codes & standards

Deviations & Exceptions

Design Requirements

Packing, marking and shipping

Shop assembly and delivery conditions

Inspection & testing

Guarantees & warranty

Data required with the bid

HERVE

BARON

(Particular) Equipment specification

Detailed scope of supply

Scope of services

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Reference documents

Applicable codes & standards

Deviations & Exceptions

Design Requirements

Packing, marking and shipping

Shop assembly and delivery conditions

Inspection & testing

Guarantees & warranty

Data required with the bid

HERVE

BARON

Specification

Detailed scope of supply

Scope of services

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Reference documents

Applicable codes & standards

Deviations & Exceptions

Design Requirements

Packing, marking and shipping

Shop assembly and delivery conditions

Inspection & testing

Guarantees & warranty

Data required with the bid

Deviations and exceptions are discussed with

Vendors, and incorporated in the specification

final revision IFP

HERVE

BARON

Specification

Detailed scope of supply

Scope of services

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Reference documents

Applicable codes & standards

Deviations & Exceptions

Design Requirements

Packing, marking and shipping

Shop assembly and delivery conditions

Inspection & testing

Guarantees & warranty

Data required with the bid

HERVE

BARON

Specification

Detailed scope of supply

Scope of services

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Reference documents

Applicable codes & standards

Deviations & Exceptions

Design Requirements

Packing, marking and shipping

Shop assembly and delivery conditions

Inspection & testing

Guarantees & warranty

Data required with the bid

In all concerned disciplines (to reduce the

number of other discipline specs

transmitted to the vendor)

HERVE

BARON

Specification

Detailed scope of supply

Scope of services

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Reference documents

Applicable codes & standards

Deviations & Exceptions

Design Requirements

Packing, marking and shipping

Shop assembly and delivery conditions

Inspection & testing

Guarantees & warranty

Data required with the bid

HERVE

BARON

Specification

Detailed scope of supply

Scope of services

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Reference documents

Applicable codes & standards

Deviations & Exceptions

Design Requirements

Packing, marking and shipping

Shop assembly and delivery conditions

Inspection & testing

Guarantees & warranty

Documentation

Strongly influences the amount of work on

site

HERVE

BARON

Specification

Detailed scope of supply

Scope of services

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Reference documents

Applicable codes & standards

Deviations & Exceptions

Design Requirements

Packing, marking and shipping

Shop assembly and delivery conditions

Inspection & testing

Guarantees & warranty

Data required with the bid

HERVE

BARON

Specification

Detailed scope of supply

Scope of services

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Reference documents

Applicable codes & standards

Deviations & Exceptions

Design Requirements

Packing, marking and shipping

Shop assembly and delivery conditions

Inspection & testing

Guarantees & warranty

Data required with the bid

HERVE

BARON

Specification

Detailed scope of supply

Scope of services

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Reference documents

Applicable codes & standards

Deviations & Exceptions

Design Requirements

Packing, marking and shipping

Shop assembly and delivery conditions

Inspection & testing

Guarantees & warranty

Data required with the bid

During bid stage (before PO)

information is required to Vendor for

Technical analysis. This paragraph isdeleted for IFP revision

HERVE

BARON

Equipment ∕ Mechanica

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Which document, issued to the bidders, summarizes the inquiry?

HERVE

BARON

Equipment ∕ Mechanica

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Which document, issued to the bidders, encapsulates allrequirements for a particular supply?

1) THE MECHANICAL DATA SHEET

2) THE SPECIFICATION

3) THE MATERIAL REQUISITION

HERVE

BARON

Material requisition

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HERVE

BARON

Material requisition

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HERVE

BARON

Material requisition

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HERVE

BARON

Material requisition

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Name the documents to be listed here…

1) For the “Centrifugal Pumps” Material Requisition

2) For the “Turbo-Compressors” Material Requisition

3) For the requisition of a package

HERVE

BARON

Material requisition

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Name the documents to be listed here…

1) For the “Centrifugal Pumps” Material Requisition

2) For the “Turbo-Compressors” Material Requisition

3) For the requisition of a package

HERVE

BARON

Material requisition

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Name the documents to be listed here…

1) For the “Centrifugal Pumps” Material Requisition

• The General Specification for centrifugal pumps

• The Mechanical Data Sheet of each pump

HERVE

BARON

Material requisition

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Name the documents to be listed here…

1) For the “Centrifugal Pumps” Material Requisition

2) For the requisition of air-coolers

3) For the requisition of a package

HERVE

BARON

Material requisition

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Name the documents to be listed here…

1) For the “Centrifugal Pumps” Material Requisition

2) For the requisition of air-coolers

• The General specification for air-coolers

• The Process Data Sheets of each air-cooler

HERVE

BARON

Material requisition

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Name the documents to be listed here…

1) For the “Centrifugal Pumps” Material Requisition2) For the requisition of air-coolers

3) For the requisition of a package

and standards of engineering design disciplines

HERVE

BARON

Material requisition

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Name the documents to be listed here…

1) For the “Centrifugal Pumps” Material Requisition2) For the requisition of air-coolers

3) For the requisition of a package

• The duty specification

• The Particular Specification• The general specifications for all equipment part of the package

• Specifications and standards of engineering design disciplines

HERVE

BARON

Material requisition

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HERVE

BARON

Material requisition

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

2 PIM, optional attendance to checks and test points

3 Attendance to final tests only 4 Review of documents only

HERVE

BARON

Inspection requirements

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Supplier class

Very critical

Critical

Low critical

Non critical   E   q   u   i   p   m   e   n   t   C   r   i   t   i   c   a    l   i   t

   y

Very good Good Fair Bad

HERVE

BARON

Inspection requirements

Established on the basis of previous experience

with this supplier (rating by Engineering /

Inspection / Expediting), References, audits, NCR

etc.Defined based on operating

conditions, manufacturing

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Supplier class

Very critical

Critical

Low critical

Non critical   E   q   u   i   p   m   e   n   t   C   r   i   t   i   c   a    l   i   t

   y

difficulty, impact on Design oroverall Project Schedule.

Very good Good Fair Bad

HERVE

BARON

Inspection requirements

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

2 PIM, optional attendance to checks and test points

3 Attendance to final tests only

4 Review of documents only

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Very good Good Fair Bad

Supplier class

Very critical

Critical

Low critical

Non critical   E   q   u   i   p   m   e   n   t   C   r   i   t   i   c   a    l   i   t

   y

2

not

qualified

1

3

1

3

4

4

22

2

333

not

qualified

not

qualified

HERVE

BARON

Material requisition

What are thedifferent typesof documentsrequested fromthe vendor ?

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the vendor ?

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

2 PIM, optional attendance to checks and test points

3 Attendance to final tests only

4 Review of documents only

HERVE

BARON

Vendor documents

Design documents, such as mechanical calculation note etc.

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

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connections drawing etc.

Manufacturing documents such as welding and testing procedures,

inspection and test reports,

Installation documents, such as preservation procedure, liftinginstructions etc.

Operating and maintenance manual, spare parts list

HERVE

BARON

Vendor documents

Design documents, such as mechanical calculation note etc.

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

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connections drawing etc.

Manufacturing documents such as welding and testing procedures,

inspection and test reports,

Installation documents, such as preservation procedure, liftinginstructions etc.

Operating and maintenance manual, spare parts list

Which type of documents is the most critical for Engineeringdevelopment ?

HERVE

BARON

Vendor Documents Requirements & Schedule (VDRS

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HERVE

BARON

Vendor Documents Requirements & Schedule (VDRS

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 H e r v éB a r o nWhat do you do to ensure these documents will be submitted on-time ?

HERVE

BARON

Vendor Documents Requirements & Schedule (VDRS

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HERVE

BARON

Vendor documents

Design documents, such as mechanical calculation note etc.

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

i d i

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connections drawing etc.

Manufacturing documents such as welding and testing procedures,

inspection and test reports,

Installation documents, such as preservation procedure, liftinginstructions etc.

Operating and maintenance manual, spare parts list

What are the types of Material certificates requested?

HERVE

BARON

Certificate

EN 10204

Type 2.1: Declaration of conformity. Issued by the Supplier. Certifies that the product

complies with the requirements of the order. Does not contain any test results (2.1) or

t i ifi t t lt (2 2)

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contains non-specific test results (2.2).

Type 3.1: Material test certificate. Issued by the Supplier. Contains specific test results.

Tests are done on the material itself or a sample of it. The tests have been done by an

organization independent from the supplier.

Type 3.2: Witnessed Material Test Certificate. Same as 3.1 but tests, including sampling

and traceability of sample, have been witnessed by a recognized certification agency.

The items shall be stamped with the symbol of the certification agency.

Type 3.1 (and 3.2) must contain PO/work order number, batch/lot number etc.

HERVE

BARON

Certificate

EN 10204

Type 2.1: Declaration of conformity. Issued by the Supplier. Certifies that the product

complies with the requirements of the order. Does not contain any test results (2.1) or

t i ifi t t lt (2 2)

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contains non-specific test results (2.2).

Type 3.1: Material test certificate. Issued by the Supplier. Contains specific test results.

Tests are done on the material itself or a sample of it. The tests have been done by an

organization independent from the supplier.

Type 3.2: Witnessed Material Test Certificate. Same as 3.1 but tests, including sampling

and traceability of sample, have been witnessed by a recognized certification agency.

The items shall be stamped with the symbol of the certification agency.

Type 3.1 (and 3.2) must contain PO/work order number, batch/lot number etc.

Which type of certificate is requested for what?

HERVE

BARON

Certificate

EN 10204

Type 2.1: Declaration of conformity. Issued by the Supplier. Certifies that the product

complies with the requirements of the order. Does not contain any test results (2.1) or

contains non specific test results (2 2)

Non pressure containing parts

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contains non-specific test results (2.2).

Type 3.1: Material test certificate. Issued by the Supplier. Contains specific test results.

Tests are done on the material itself or a sample of it. The tests have been done by an

organization independent from the supplier.

Type 3.2: Witnessed Material Test Certificate. Same as 3.1 but tests, including sampling

and traceability of sample, have been witnessed by a recognized certification agency.

The items shall be stamped with the symbol of the certification agency.

Type 3.1 (and 3.2) must contain PO/work order number, batch/lot number etc.

HERVE

BARON

Certificate

EN 10204

Type 2.1: Declaration of conformity. Issued by the Supplier. Certifies that the product

complies with the requirements of the order. Does not contain any test results (2.1) or

contains non specific test results (2 2)

Pressure containing parts

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contains non-specific test results (2.2).

Type 3.1: Material test certificate. Issued by the Supplier. Contains specific test results.

Tests are done on the material itself or a sample of it. The tests have been done by an

organization independent from the supplier.

Type 3.2: Witnessed Material Test Certificate. Same as 3.1 but tests, including sampling

and traceability of sample, have been witnessed by a recognized certification agency.

The items shall be stamped with the symbol of the certification agency.

Type 3.1 (and 3.2) must contain PO/work order number, batch/lot number etc.

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Certificate

EN 10204

Type 2.1: Declaration of conformity. Issued by the Supplier. Certifies that the product

complies with the requirements of the order. Does not contain any test results (2.1) or

contains non specific test results (2 2)

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contains non-specific test results (2.2).

Type 3.1: Material test certificate. Issued by the Supplier. Contains specific test results.

Tests are done on the material itself or a sample of it. The tests have been done by an

organization independent from the supplier.

Type 3.2: Witnessed Material Test Certificate. Same as 3.1 but tests, including sampling

and traceability of sample, have been witnessed by a recognized certification agency.

The items shall be stamped with the symbol of the certification agency.

Critical items, such as special steels, critical service etc, or in case of doubton the quality control system of the supplier

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Certificate

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What type of

certificateis this?

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Material requisition / Annex

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HERVE

BARON

Material requisition / Annex

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Material Requisition / Annex

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HERVE

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Vendor documents

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HERVE

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Vendor documents

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HERVE

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Equipment / Mechanica

Quiz

Give another name for each of the following type of heatexchanger:

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Finned tube

PFHE

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Equipment / Mechanica

WRAP-UP !

Documents issued by Equipment discipline:

Mechanical Data Sheet

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Mechanical Data Sheet

Specification (General / Particular)

Material Requisition

Another document is issued by the Equipment discipline, whichone?

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Equipment ∕ Mechanica

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Which documents are issued to

• Specify

• Inquire

• Select

Equipment? 

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Bid technical evaluation

Supplier 1 Supplier 2Requirements

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HERVE

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Equipment / Mechanica

What is the work of the Equipment engineer after the purchase order isplaced?

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HERVE

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Equipment / Mechanica

What is the work of the Equipment engineer after the purchase order isplaced? 

Review of vendor documents

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HERVE

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Equipment / Mechanica

What is the work of the Equipment engineer after the purchase order isplaced? 

Review of vendor documents

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Equipment / Mechanica

Scope of supply: counter

flange to be supplied by

vendor, as per contractual

specification

Decision during a clarification meeting

with vendor, for instance to allow

maintenance

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Comments on Instrument

numbering and

installation: Vendor P&ID

shall use the samenomenclature than

project’s P&ID

Missing information: setting pressure of

PCV shall be indicated on P&ID

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Equipment / Mechanica

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HERVE

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Equipment / Mechanica

What is the work of the Equipment engineer after the purchase order isplaced? 

Review of vendor documents

Coordination with other disciplines

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HERVE

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Equipment / Mechanica

What is the work of the Equipment engineer after the purchase order isplaced? 

Review of vendor documents

Coordination with other disciplines. There are many interfaces…

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Interfaces

Which engineering data isexchanged with the Vendorof a column?

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Interfaces

Discipline Provider Receiver

Piping Nozzle elevation,

orientation, loads

Nozzle

exactposition

Which engineering data is exchangedwith the Vendor of a column?

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Plant layout Elevation &position ofmanholes, heightof skirt/support

Civil Platform supports(location and load) Loads onfoundation

Piping supports Pipe supportlocation

Instrumentation Elevation of levelconnections

Internals vendor Internals supportsElectrical Earthing lug /

lightning lug

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BARON

Equipment / Mechanica

Other Engineering disciplines /

Project functions will also be

involved….

Discipline Involvement

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Materials/Corrosion Review materials,

coating, insulation

cathodic protection

Inspection Tests, NDE, RBI

Construction Reviews, site assembly,

heavy lifts

Safety Passive fire protection on

column skirt

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The Oil & Gas Engineering Guide

A unique synthetic overveiw of Engineering...

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The Oil & Gas Engineering Guide - 2nd edition

Table of Contents

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The Oil & Gas Engineering Guide - 2nd edition

Table of Contents

This suite of training modulescovered the disciplinechapters of the book...

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The Oil & Gas Engineering Guide - 2nd edition

Table of Contents

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The Guide contains much more:

The overall picture, interfaces,methods & tools, etc.

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The Oil & Gas Engineering Guide - 2nd edition

Table of Contents

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The Oil & Gas Engineering Guide - 2nd edition

Table of Contents

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The Oil & Gas Engineering Guide - 2nd edition

Table of Contents

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The Oil & Gas Engineering Guide

2nd

 edition

Order direct from the publisher:

http://www.editionstechnip.com/en/catalogue-detail/1111/oil-gas-engineering-guide-the.html 

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