HERVE The work of the Equipment specialist

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Process design

PFDs
H&M balance
We are HERE

Equipment
list
Process Rotating
data sheet
Pressure vessels
Fired equipment
Heat exchangers
Packages etc.
HERVE Equipment ∕ Mechanical
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How Engineering proceeds from the Process Duty to the complete

Equipment Requisition…
HERVE Equipment ∕ Mechanical
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HERVE Equipment ∕ Mechanical
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HERVE Equipment ∕ Mechanical
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HERVE Equipment ∕ Mechanical
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HERVE Equipment ∕ Mechanical
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HERVE Equipment ∕ Mechanical
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HERVE Equipment ∕ Mechanical
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HERVE Equipment ∕ Mechanical
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HERVE Equipment ∕ Mechanical
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HERVE Rotating Equipment
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HERVE Rotating Equipment
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Which documents are produced to specify Rotating Equipment ?

HERVE Process Data sheet / Mechanical Data Sheet
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What additional information to the

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

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

• Data sheet template
• The list of information to be
defined by Purchaser, e.g. cooling
medium, hazardous area
classification etc.
• Technical requirements for the
design, accessories, tolerances
etc.
HERVE Process Data sheet / Mechanical Data Sheet
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What are the contents of the code ?

• Data sheet template
• The list of information to be
defined by Purchaser, e.g. cooling
medium, hazardous area
classification etc.
• Technical requirements for the
design, accessories, tolerances
etc.
HERVE Mechanical Data Sheet
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HERVE Mechanical Data Sheet
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Some data is highlighted in green while some data is highlighted in

orange. What is the difference?
HERVE Mechanical Data Sheet
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How and by whom are

the Materials of
Construction defined?
HERVE Engineering disciplines: activities and deliverables
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PROCESS

EQUIPMENT

SAFETY & ENVIRONMENT

CIVIL

PIPING LAYOUT & MATERIAL

INSTRUMENTATION

ELECTRICAL

Piping discipline

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

HERVE Mechanical design
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Any other document ?

HERVE Mechanical data sheet
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HERVE Mechanical data sheet
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What does Mechanical design entail?

HERVE Mechanical design
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The Mechanical design consists of the calculation of the

vessel wall thickness to withstand all loadings, i.e.,
• Internal pressure
• External pressure
• Weight
• Seismic
• Wind
• Other external loads, from connected pipes etc.
as per the requirements of the code, i.e., not exceeding
the maximum stress for the selected material
HERVE Mechanical design
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The Mechanical design consists of the calculation of the

vessel wall thickness to withstand all loadings, i.e.,
• Internal pressure
• External pressure
• Weight
• Seismic
• Wind
• Other external loads
HERVE Mechanical design
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HERVE Mechanical design
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Calculation file
HERVE Heat Exchanger
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Mechanical Design
HERVE Heat Exchanger
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Mechanical Design
HERVE Heat Exchanger
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Mechanical Design
HERVE Mechanical Data Sheet
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What additional information is contained in the Mechanical Data

Sheet compared to the Process Data Sheet ?
HERVE Mechanical Data Sheet 1/3
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HERVE Mechanical Data Sheet 2/3
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HERVE Mechanical Data Sheet 3/3
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HERVE Mechanical Data Sheet 3/3
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Let‘s have a look at the detailed contents of the Mechanical Data Sheet…
HERVE Mechanical Data Sheet 1/3
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HERVE Mechanical Data Sheet 1/3
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HERVE Mechanical Data Sheet 1/3
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HERVE Mechanical Data Sheet 1/3
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HERVE Mechanical Data Sheet 1/3
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HERVE Mechanical Data Sheet 2/3
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HERVE Mechanical Data Sheet 3/3
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HERVE MDS vs PDS
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Compare the PDS and the MDS
 HERVE Mechanical Data Sheet
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Process Data Sheet: Mechanical Data Sheet:

• design conditions • design conditions & code
• skeleton drawings • scaled drawing
• Material (type) and corrosion • material grades and thickness of
allowance all parts
• equipment dimensions • all dimensions
• definition of type of internals • drawings of internals
• nozzles list • nozzzles position and elevation
• height from ground • designed support
• weight
• loads on foundation
• limits of supply
HERVE Equipment ∕ Mechanical
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HERVE Heat Exchangers
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HERVE Heat Exchanger
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Shell & Tubes

How are Shell & Tubes heat exchangers specified ?

Which activities does it entail ?

Which deliverables are produced ?

HERVE Heat Exchanger
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Shell & Tubes

How are Shell & Tubes heat exchangers specified ?

1st step:
Which activities does it entail ? The Process
Which deliverables are produced ? Data Sheet
HERVE Heat Exchanger
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HERVE Heat Exchanger
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What information does the Process Data sheet contain ?

HERVE Heat Exchanger
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HERVE Heat Exchanger
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What comes after the PDS?

HERVE Heat Exchanger
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Thermal design
HERVE Heat Exchanger
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Thermal design

Which deliverable is
produced upon
completion of the
thermal design ?
HERVE Heat Exchanger
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TEMA Data Sheet
HERVE Heat Exchanger
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TEMA Data Sheet

Is any other
document
produced by
Engineering ?
HERVE Heat Exchanger
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Mechanical Data Sheet
HERVE Heat Exchanger
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Mechanical Design
HERVE Heat Exchanger
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Mechanical Design
 HERVE Heat Exchanger
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Mechanical Design
Ref[1]: 0
N2A N2B V

N4

HLL HLL

N5 N1A UC N1B D N3
HERVE Heat Exchanger
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Mechanical Design
HERVE Heat Exchanger
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Air − Coolers

How are Air−Coolers specified ?

67
HERVE Heat Exchanger
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Air − Coolers Process Data Sheet
HERVE Heat Exchanger
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Air − Coolers ∕ Process Data Sheet
HERVE Heat Exchanger
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Plate and Frame

How are Plate and Frame Heat Exchangers specified ?

HERVE Equipment ∕ Mechanical
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How are heaters specified ?

HERVE Equipment ∕ Mechanical
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Heaters Process Data Sheet

What is particularly important while specifying a heater ?

HERVE Equipment ∕ Mechanical
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How are reactors specified ?

HERVE Equipment ∕ Mechanical
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Reactor Mechanical Data Sheet
HERVE Equipment ∕ Mechanical
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What are the miscellaneous

equipment?
HERVE Equipment ∕ Mechanical
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What is a package ?
HERVE Equipment ∕ Mechanical
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What is a package ?

Package = Set of equipment, accessories and services

contracted or purchased to a single Vendor
realize a process function, with associated guarantees
assembled on a single skid or multi skid, or shipped loose (bulk)
HERVE Equipment ∕ Mechanical
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What is a package ?

What is, for Engineering, the purpose

to order as a package ?

Purpose
to have a better efficiency (than if it was done by the Engineer)
to minimize site erection work
to have ONE single functional guarantee
to have a party (vendor) who is able to bring a specific know-how
HERVE Equipment ∕ Mechanical
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What is a package ?

What is, for Engineering, the purpose

to order as a package ?

What is usually ordered as a package ?

HERVE Equipment ∕ Mechanical
BARON

What is a package ?

What is, for Engineering, the purpose

to order as a package ?

What is usually ordered as a package ?

Common types of packages

Turbo-compressor
Heaters, boilers, incinerators,
Air/nitrogen generation, chemical injection
Water/gas treatment
Solid handling, conveyors, cranes etc.
HERVE Packages
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Off-shore

Instrument air generation Air dryers skid

Air suction

Cooling air
outlet

Compressor
panel
HERVE Packages
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Glycol regeneration Off-shore
HERVE Packages
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Nitrogen generation unit On-shore

Steam bath
vaporizer
Cold box
Storage tank
(25m high)
HERVE Equipment ∕ Mechanical
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What is a package ?

What is, for Engineering, the purpose

to order as a package ?

What is usually ordered as a package ?

Which is the responsible discipline ?

HERVE Equipment ∕ Mechanical
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Which is the responsible discipline ?

Packages requiring mainly know-how for one Equipment type,

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

Packages involving several Equipment type, the design of which is

NOT dictated by ONE particular code: the PACKAGE discipline
Air/nitrogen generation, chemical injection PACKAGE
Water/gas treatment PACKAGE
Solid handling, conveyors, cranes etc. PACKAGE
HERVE Equipment ∕ Mechanical
BARON

What is a package ?

What is, for Engineering, the purpose

to order as a package ?

What is usually ordered as a package ?

Which is the responsible discipline ?

Which document is produced to specify

a package ? By whom ?
HERVE Equipment ∕ Mechanical
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A duty spec rather than a
Data Sheet is issued for
packages
HERVE Equipment ∕ Mechanical
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What is a package ?

What is, for Engineering, the purpose

to order as a package ?

What is usually ordered as a package ?

Which is the responsible discipline ?

Which document is produced to specify

a package ? By whom ?

What are the main features when

specifying a package ?
HERVE Equipment ∕ Mechanical
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What are the main features when

specifying a package ?

Applicable specifications: Manufacturer standard, a few Project

specifications or all?
Automation design: Independent control system or not ?
Pre-assembly level / extent of site works
Multiplicity of interfaces in given disciplines, e.g. civil
Involvement of Engineer: no / partial or full check ?
HERVE Equipment ∕ Mechanical
BARON

What are the main features when

specifying a package ?

Applicable specifications: Manufacturer standard, a few Project

specifications or all?
Automation design: Independent control system or not ?
Pre-assembly level / extent of site works
Multiplicity of interfaces in given disciplines, e.g. civil
Involvement of Engineer: no / partial or full check ?
HERVE Instrumentation Specification for packaged units
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Local control Centralized control
HERVE Equipment ∕ Mechanical
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What other documents besides the Data Sheet / Duty

specification are issued to specify and order Equipment ?
HERVE Data sheet / Specification
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HERVE Supply Specification / Contents
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Detailed scope of supply

Scope of services

Reference documents

Applicable codes & standards

Deviations & Exceptions

Design Requirements

Site conditions

Shop assembly and delivery conditions

Inspection & testing

Guarantees & warranty

Documentation
HERVE Supply Specification / Contents
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Detailed scope of supply

Scope of services

Reference documents

Applicable codes & standards

Deviations & Exceptions

Design Requirements

Site conditions

Shop assembly and delivery conditions

Inspection & testing

Guarantees & warranty

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

Fired Heaters and Steam Boilers

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

Heat Exchangers
TEMA Class "R" for process heat exchangers

Rotating Equipment
API 610 Centrifugal pumps for Petroleum, Petrochemical 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 Supply Specification
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Detailed scope of supply

Scope of services

Reference documents

Applicable codes & standards

Deviations & Exceptions

Design Requirements

Site conditions

Shop assembly and delivery conditions

Inspection & testing

Guarantees & warranty

Documentation
HERVE Material requisition
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HERVE Material requisition
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HERVE Material requisition
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100
HERVE Material requisition
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What are the 3

main Project
Documents
listed here ?
HERVE Material requisition
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What are the 3

main Project
Documents
listed here ?

The Data Sheet

The Supply specification
The other applicable specifications
HERVE Material requisition
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What would be the other

documents listed here
for a Turbo-
Compressor package?
HERVE Material requisition
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Specifications for the various
family of equipment in the
package

Piping specifications
Valves specification

Electrical equipment
specifications

Instrument specifications, hook-

up‘s

Structural

Design and Construction

Standards

Painting, insulation, personnel

protection

etc.
HERVE Material requisition
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HERVE Material requisition
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Inspection & Test Plan

HERVE Inspection requirements
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Equipment Supplier class

Criticality R5 R4 R3 R2
not not
Very critical 1 1 qualified qualified
not
Critical 3 2 2 qualified

Low critical 4 3 2 2

Non critical 4 3 3 3
Inspection level:
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 Material requisition
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What are the

different types
of documents
requested from
the vendor ?
HERVE Vendor documents
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Design documents, such as mechanical calculation note etc.

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

connections drawing etc.

Manufacturing documents such as welding and testing procedures,

inspection and test reports,

Installation documents, such as preservation procedure, lifting

instructions etc.

Operating and maintenance manual, spare parts list

HERVE Vendor documents
BARON

Design documents, such as mechanical calculation note etc.

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

connections drawing etc.

Manufacturing documents such as welding and testing procedures,

inspection and test reports,

Installation documents, such as preservation procedure, lifting

instructions etc.

Operating and maintenance manual, spare parts list

Which type of documents is the most critical for Engineering

development ? Name a few…
HERVE Vendor drawings necessary for design development
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Electrical Process

Load list Utility list

Terminals P&ID
dwgs
Functional
General
analysis
Arrangement
Layout C&E Instrumentation
Vendor
Piping Terminals & Control
dwgs
Purchaser
Mechanical
connection list and Foundation drawing and
dwg loads, including
auxiliaries!

Civil

How does Engineering ensures that these documents will be submitted

on-time ?
HERVE Vendor Documents Requirements & Schedule (VDRS)
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HERVE Equipment / Mechanical
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WRAP-UP !

Documents issued by Equipment discipline:

Mechanical Data Sheet
Supply Specification
Material Requisition

One other document is issued by the Equpment discipline, which

one?
HERVE Bid technical evaluation
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Requirements Supplier 1 Supplier 2
HERVE Equipment / Mechanical
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Did I learn from this section ?

Let‘s see…
HERVE Test
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The purpose of the Technical Bid Tabulation is to rank the different

bids in order of merit. Right or Wrong?
HERVE Test
BARON

The purpose of the Technical Bid Tabulation is to rank the different

bids in order of merit. Right or Wrong?
For which equipment the (API) code contains a data sheet template?
HERVE Test
BARON

The purpose of the Technical Bid Tabulation is to rank the different

bids in order of merit. Right or Wrong?
For which equipment the (API) code contains a data sheet template?
For which of the following equipment does the Engineer only specify
the duty without doing the sizing?
• Packaged unit
• Rotating equipment
• Pressure vessel
• Heat Exchanger
HERVE Test
BARON

The purpose of the Technical Bid Tabulation is to rank the different

bids in order of merit. Right or Wrong?
For which equipment the (API) code contains a data sheet template?
For which of the following equipment does the Engineer only specify
the duty without doing the sizing?
• Packaged unit
• Rotating equipment
• Pressure vessel
• Heat Exchanger

The Supply Specification and Material Requisition are subject to

revision. Right or wrong?
HERVE Test
BARON

The purpose of the Technical Bid Tabulation is to rank the different

bids in order of merit. Right or Wrong?
For which equipment the (API) code contains a data sheet template?
For which of the following equipment does the Engineer only specify
the duty without doing the sizing?
• Packaged unit
• Rotating equipment
• Pressure vessel
• Heat Exchanger

The Supply Specification and Material Requisition are subject to

revision. Right or wrong?
The Data Sheets contains the standard requirements while the
Specification contains the particular requirements. Right or Wrong?
HERVE Test
BARON

On which bases does the Engineer specify its involvement in the

Quality Controls of the vendor?
HERVE Test
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On which bases does the Engineer specify its involvement in the

Quality Controls of the vendor?
What are the different inspection levels?
HERVE Test
BARON

On which bases does the Engineer specify its involvement in the

Quality Controls of the vendor?
What are the different inspection levels?
What does the Mechanical design of an equipment entail?
HERVE Test
BARON

On which bases does the Engineer specify its involvement in the

Quality Controls of the vendor?
What are the different inspection levels?
What does the Mechanical design of an equipment entail ?
What are the steps in the specification of a Shell & Tubes Heat
Exchanger ?
HERVE Test
BARON

On which bases does the Engineer specify its involvement in the

Quality Controls of the vendor?
What are the different inspection levels?
What does the Mechanical design of an equipment entail ?
What are the steps in the specification of a Shell & Tubes Heat
Exchanger ?
Who does the following: Engineering or Equipment manufacturer ?
• Thermal sizing of a heat exchanger
• Mechanical design
• Dimensional drawing
HERVE Test
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Which vendor document is specific to packages ?

HERVE Test
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Which vendor document is specific to packages ?

Which review done by Engineering is done for packages only ?
HERVE Test
BARON

Which vendor document is specific to packages ?

Which review done by Engineering is done for packages only ?
HERVE Test
BARON

Which vendor document is specific to packages ?

Which review done by Engineering is done for packages only ?
In which document is the Vendor scope of supply (list of materials to
be supplied) defined?
HERVE Test
BARON

Which vendor document is specific to packages ?

Which review done by Engineering is done for packages only ?
In which document is the Vendor scope of supply (list of materials to
be supplied) defined?
In which document is the Vendor scope of services (list of tasks to be
performed by vendor, e.g., what type of calculations) defined?
HERVE Quiz
BARON
What are these 2 documents?