MESC ADDITIONAL REQUIREMENT Revision: 11- 06-2001.

SPE 77/100 Page 1 of 11

BALL VALVES TO BS 5351

With flanged, butt-welding or threaded ends in:
carbon steel, low and high alloy steel, nickel alloy, nickel/copper alloy, aluminium
alloy and copper alloy.

1. INTRODUCTION

1.1 (1) SCOPE

This specification shall apply in addition to the applicable MESC buying

descriptions and the referenced external standards.
(table This specification applies to seat supported and trunnion supported, reduced and
1+2) full bore ball valves to BS 5351 with bolted bonnet, soft (resilient) seated,
metal/soft (fire safe) and metal-seated, with:
-flanged ends, DN15 to DN 400 in classes 150, 300, 600 and nominal pressures
PN 10, PN 16, PN 25 and PN 40
-butt weld ends, DN 15 and DN 25 both class 600 and DN 40 to DN 400 in
classes 150, 300, 600 and nominal pressures PN 10, PN 16, PN 25, PN 40
-socket weld ends, DN 15 to DN 50 in class 800
-extended weld ends, DN 15 to DN 50 in class 800
-threaded ends, DN 8 to DN50 in class 800
This specification is a supplement to BS 5351.
The numbers in brackets at the section headings refer to the relevant sections in
BS 5351.

2. REFERENCES

In this specification, reference is made to the following publications:

NOTE: Unless specifically designated by date, the latest edition of each publication shall be
used, together with any amendments/supplements/revisions thereto.

API 6FA Specification for fire test for valves.

API 598 Valve inspection and testing

API 607 Fire test for soft seated quarter turn valves.

ASME VIII div.1 ASME boiler and pressure vessel code, Section VIII,
Division 1: Rules for construction of pressure vessels.
ASME B 1.20.1 Pipe threads, general purpose (inch).

ASME B 16.5 Pipe flanges and flanged fittings.

ASME B 16.25 Butt-welding ends.

ASME B 16.34 Valves, flanged, threaded and welding ends.

ASME B 31.3 Process piping.

BS 5351 Specification for steel ball valves.

BS 6755 -1 Testing of valves, part 1: Specification for production

pressure testing requirements.
BS 6755 -2 Testing of valves, part 2: Specification for fire type
testing requirements.
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ISO 5211-2 Industrial valves - part-turn valve actuator attachments.

ISO 10497 Testing of valves: fire type testing requirements.

PrEN 12116 Industrial valves, part turn valve actuator

attachment.

DEP 31.38.01.11-GEN. Piping - general requirements.

DEP 31.40.70.30-GEN Quarter turn on/off actuators.

DEP 32.36.01.17-GEN Control valves, selection, sizing and specification.

3. AMENDMENTS TO BS 5351

3.1 (1) SCOPE

For valves made of nickel alloy, nickel/copper alloy, aluminium alloy and copper
alloy BS 5351 shall be guidance for design, marking inspection and testing.

3.2 GENERAL

3.2.1 (6) Pressure/temperature rating - body, cover

(table 3, The rating shall be calculated in accordance with the appropriate class, as
4) specified in ASME B16.5 or ASME B16.34 and shall fulfil the most severe design
conditions. If necessary the rating shall be calculated in accordance with the
applicable annex.

For double seated valves which are subject to temperature changes and
consequent expansion of the medium the Principal shall specify in the purchase
order that the cavity of these valves shall be provided with a pressure relief device
(see also section 3.3.3). This requirement is to avoid excessive pressure build-
up in the cavity of double seated valves, where the medium (volatile liquid) may be
trapped.

3.2.2 (6) Pressure/temperature rating - seat

(table 3) Metal seat: The seat shall be full rated in either flow direction.
Soft seat, seat supported (floating) design: The seat rating shall not be less than
minimum requirement as stated in BS 5351.

Soft seat, trunnion mounted design: The seat shall be capable of withstanding in
either flow direction the following minimum pressure/temperature ratings:

Service temperature (degrees C):

-30/+40 +50 +75 +90 +100 +125 +150 +175 +200

Size range
Minimum non-shock pressure (bar) based on PTFE:
DN:

80 to 300 50 49 48 48 47 38 29 20 11
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3.2.3 (8.2) Wall thickness - body, cover

The wall thickness shall be calculated in accordance with BS 5351 (or ASME VIII
division 1, UG-101 when applicable).

(table 10) The wall thickness shall not be less than the minimum requirement as stated in
BS 5351.

3.3 DESIGN, OPERATION AND MATERIALS

3.3.1 Body and body insert

3.3.1.1 The valve body shall be designed to withstand loading, induced by the connected
piping, without distortion of the internals affecting the free movement of the ball
and sealing performance.

3.3.1.2 The design shall be based on the most unfavourable pressure/temperature rating
of the appropriate class.

3.3.1.3 The manufacturer shall inform the Principal of any limitations.

3.3.1.4 (8.1) Only the following body constructions shall be used:

-one piece body with an end entry
-one piece body with a top entry
-two piece split body

3.3.1.5 A two piece body with a lip-seal insert and seal-weld is acceptable for sizes
up to and including DN 40.

3.3.1.6 Forged bodies and body connectors shall be forged close to final shape. However
for valve sizes DN 100 and below rolled or forged bar/billet with suitable heat
treatment may be used (in lieu of forget shapes) if can be demonstrated by UT
that the steel has a totally re-crystallised grain structure free from striations
inherent in rolled products.

3.3.1.7 (8.1) The body split shall be outside the plane of the stem protrusion.

3.3.1.8 Body inserts shall be of the threaded type and shall have a primary seal (to protect
the thread) close to the seat and a secondary seal at the landing with the body.

The dimensional difference in height of the valve body and the insert shall be less
than 0.1 mm, at the location of the valve end flange facing.

3.3.2 (8.1) Cover

3.3.2.1 Screwed body/cover connections shall not be used.

3.3.2.2 Spiral wound gaskets for the body/cover connection shall be fully confined or
provided with outer/inner guide rings.

3.3.3 Body cavity relief (pressure equalisation) provisions

3.3.3.1 Floating ball valves, used in liquefied service at operating temperatures

below minus 50 degrees Celsius and/or exceeding 200 degrees Celsius,
shall have a pressure equalising hole drilled in the closure member outside
the seat facing area. This is to equalise the pressure between the cavity and
the bore. The pressure equalising hole shall have a diameter of at least
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3 mm. (See also SPE 77/200, SPE 77/202 and SPE 77/209).

3.3.3.2 Equalisation of body cavity over-pressurisation by a self-relieving seat

assembly is acceptable for:
- floating soft seated ball valves operating at temperatures between
minus 50 degrees Celsius and plus 200 degrees Celsius and
- trunnion mounted ball valves.

3.3.3.3 (8.1) Self-relieving seat rings shall relieve the body cavity pressure before it
exceeds the valve class rating pressure by 33 % at the upper and lower
(note 1,2) design temperatures as per appropriate class.

3.3.3.4 For ball valves with a pressure relief hole in the ball (see section 3.3.3.1) the
valve body cavity shall be relieved to the high pressure (HP) side of the
valve when the valve is in closed position. This is to avoid leakage through
the closure member. The valve is now single seated.

Normally the HP side is the upstream side of the valve, and in closed
position the closure member will be pressed against the seat at the low
pressure side.

Be aware that the pressure might act on the downstream side of the valve
and against the flow direction, e.g.
- pump with spare pump,
- control valve hook up with block valves upstream and downstream with a
bypass around,
- relief valves.

For those valves the position shall be clearly shown on the Process
Engineering Flow Scheme and piping isometrics.

For ball valves with a pressure relief hole in the ball the Principal shall
specify in the purchase order if the upstream or downstream side of the
valve is the high pressure side.

3.3.3.5 The maintenance manual shall show how the closure member must be
assembled. Care shall be taken so that the closure member can not be
assembled in the reverse direction.

3.3.4 (8.3) Drain tapping

Any provision for draining shall not be drilled or tapped.

3.3.5 (8.4) Flanged and extended weld ends

3.3.5.1 End flanges or stubs of nickel alloy, nickel/copper alloy, aluminium alloy and
copper alloy valves shall be cast or forged integral with the body or body
connector.

3.3.5.2 Flange calculations shall be in accordance with ASME B16.34 and ASME VIII,
division 1, appendix 2 or appendix Y as applicable.
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3.3.5.3 Body end flanges shall be aligned to the design plane.

For valves executed with flanges to ASME B16.5 the maximum difference to the
design plane (flange face misalignment) for an individual flange shall be:
1.8 mm / m (see DEP 31.38.01.11-GEN, appendix 12 table 1).
For valves executed with flanges to ASME B16.47 series-A the maximum
difference to the design plane (flange face misalignment) for an individual flange
shall be:
1.2 mm / m (see DEP 31.38.01.11-GEN, appendix 12 table 2).

3.3.5.4 (7.1) End flange dimensions shall be in accordance with ASME B16.5.

3.3.5.5 The surface finish of the nut bearing area at the back face of flanged valves
shall be parallel to the flange face within 1 degree.

3.3.5.6 (7.2) Valves with butt-welding ends shall be in accordance with BS 5351. These welding
ends are basically in accordance with ASME B16.25.

3.3.5.7 (7.5) Threaded ends shall be in accordance with ASME B1.20.1

3.3.6 (8.5) Stem, ball shanks and stem extension

3.3.6.1 Both the smallest cross section of the stem and the stem connection to the ball
shall be capable of withstanding the maximum operating torque required to operate
the valve against the maximum differential pressure as per the appropriate class.

3.3.6.2 The combined stresses due to side load and operating torque shall be less than
the maximum allowable stresses specified in ASME VIII div. 1.

3.3.6.3 The design shall take into account a safety margin based on the maximum output
torque of the operating mechanism.

3.3.6.4 The weakest point shall be outside the valve seal.

3.3.6.5 The manufacturer shall be able to prove the adequacy of the stem design by
calculations or proving tests.

3.3.6.6 The stem shall have a maximum surface roughness (RA) of 0.8 micrometers and
free from any defects.

3.3.6.7 Stem diameters shall be true cylindrical, within a tolerance of 0.05 mm.

3.3.6.8 The design of valve operating mechanism (manual, gearbox or actuator), stem
head (double D) and stem extension (if installed) shall ensure the possibility of
visual verification of the closure member (ball) bore angle.

3.3.6.9 The end of the stem shall have a double Dee (two parallel faces) configuration.

3.3.6.10 (9.7) Provisions for mounting an extended stem, extended bonnet or actuator/gearbox
shall be incorporated for valves DN 50 and larger.

3.3.7 (8.6) Stem retention (anti blow-out)

3.3.7.1 The anti blow-out stem/body configuration shall be capable of withstanding the full
internal pressure of the valve as per appropriate class.

3.3.7.2 Stem retention by means of body/stem threads shall not be used.

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3.3.7.3 The stem retainer ring or collar shall be integral with the stem.

3.3.7.4 The stem retention shall be designed as an axial bearing, unless a bearing has
been incorporated in a different manner.

3.3.8 (8.7) Stuffing box, gland and packing

3.3.8.1 The gland shall be adjustable.

3.3.8.2 The gland (follower) shall be installed such that it passes the edge of the stuffing
box by minimum 2 mm prior to compression of the packing rings.

3.3.8.3 A lantern ring shall not be used.

3.3.8.4 Spacer or filler rings at the bottom of the stuffing box are acceptable.

3.3.8.5 The dimensions of a stuffing box shall be based on square section packing of a
nominal width of not less than 2.5 mm.

3.3.8.6 The bottom of a stuffing box shall be flat and not chamfered.

3.3.8.7 The inside of a stuffing box shall have a maximum surface roughness (Ra) of 3.2
micrometers.

3.3.8.8 The packing shall consist of pre-formed and pre-compressed rings of flexible
graphite.

3.3.8.9 Other stem sealing-packing arrangements, as per the manufacturers

standard might be acceptable, provided manufacturer/supplier supplies
proof of previous approval by Shell for proposed arrangement.

3.3.8.10 The manufacturer shall determine the tolerances by means of calculations, taking
into account material expansion at design temperature.

3.3.8.11 The maximum diametrical clearance between the stuffing box diameter and the
outside diameter of the gland (follower) and/or spacer ring shall be half the actual
diametrical clearance between the inside diameter of the gland (follower) and the
stem diameter.

3.3.8.12 The maximum diametrical clearances between the stem and stuffing box bottom
bore, the stem and inside diameter of the gland (follower), shall be 0.8 mm at
design temperature.

3.3.8.13 The maximum diametrical clearance between the stem and the inside of the
packing rings shall be 0.2 mm, between the inside diameter of the stuffing box and
the outside diameter of the packing ring 0.1 mm.

3.3.9 BODY SEAT RINGS

3.3.9.1 For valves DN 50 and above the seat rings shall be renewable.
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3.3.9.2 For ball valves to BS 5351 one of the following seat ring types shall be
selected:
- ring with a soft insert, positively locked in position.
- composite assembly with a soft insert, confined between separate rings,
which are positively locked together.
- double seat ring with soft insert, positively locked in position, with metal
to metal seal.
- soft ring.
- metal to metal.

3.3.9.3 For sealing at high differential pressures the seat rings shall be line pressure
energised.

3.3.10 (8.9) Ball

3.3.10.1 The ball shall have a trunnion mounted design for valves:
-reduced bore, class 150, 300, PN 10 u/i PN 40 : DN 300 and larger
-full bore, class 150, 300, PN 10 u/i PN 40 : DN 250 and larger
-full and reduced bore, class 600 : DN 100 and larger
-full and reduced bore, class 800 : DN 50 and larger

3.3.10.2 The ball shall be capable of withstanding the maximum differential pressure in
either flow direction as per appropriate class.

3.3.10.3 Reduce bore valves shall have a circular or cylindrical ball port.

3.3.10.4 An integral ball/stem design for seat supported (floating) ball shall not be used.

3.3.11 Welding and hard facings

3.3.11.1 All welding shall be performed in accordance with ASME B 31.3.

3.3.11.2 Hard facings, applied through welding, shall have a minimum finished thickness of
0.6 mm.

3.3.11.3 Spray and fused and D-gun deposit layers are acceptable, provided
manufacturer/supplier supplies proof of previous approval by Shell for
proposed method.

3.3.11.4 13 Cr and austenitic stainless steel deposit welding on carbon steel base
material, without a buffer layer, is not acceptable, unless the
manufacturer/supplier provides proof of previous approval by Shell for
proposed welding method.

3.3.11.5 Internal valve parts of a martensitic (13 Cr) material shall not be tack welded.

3.3.12 (9) Operation

3.3.12.1 (appendix The type of operating mechanism may be as per manufacturer's standard.
A)

3.3.12.2 (9.4) Wrenches shall have a fixing bolt and/or nut. Tee-headed wrenches are
acceptable provided the requirements of clause 3.3.6.8. are fulfilled.
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3.3.12.3 Provisions for mounting a "leverlock" type wrench, shall be incorporated in the
valve design. This wrench shall be interchangeable with the standard non-locking
wrench.

3.3.12.4 (9.2) A wrench shall not be longer than twice the face to face or end to end length of the
valve.

3.3.12.5 The maximum allowable operating forces and torque’s (i.e., BTO, RT, ETO,
BTC and ETO) shall be considered at the rated valve body differential
pressures for the valve design temperature range, as defined in ASME
B16.34. Quotations shall include:
- all torque’s, during opening (BTO and ETO) and closing (BTC and ETC),
- actuator break-away torque (BTO-opening) at full differential pressure,
- minimum running torque (RT).

3.3.12.6 (9.2) The maximum operating force shall not exceed 350 N.

3.3.12.7 (9.1) Metal seated and soft seated manually operated valves shall be provided with a
gear operator as follows:

Class designation: Metal seated ball valves: Soft seated ball valves:

150 DN 80 and larger DN 200 and larger

300 DN 50 and larger DN 150 and larger

600 DN 50 and larger DN 100 and larger

NOTES:
1. Reduced bore valves may start at one size up.
2. The manufacturer may request to deviate from the requirements of clause 3.3.12.7. Approval of the
Principal shall be obtained prior placing the order.

3.3.12.8 The gearbox shall be sized such that its output torque is at least 1.5 times the
maximum required operating torque of the valve.

3.3.12.9 Gear operators shall be self-locking. The gearbox shall be dust and weatherproof
and filled with a suitable lubricant.

3.3.12.10 A gearbox shall be provided with a position indicator.

3.3.12.11 (9.5) The position of a wrench or indicator shall be in the direction of the line when the
valve is open and be perpendicular to the line when the valve is closed.

3.3.12.12 (9.7) The construction of the yoke and actuator/gearbox attachment shall be in
accordance with ISO 5211-2 and PrEN 12116.

3.3.12.13 The connection between the valve body and the gearbox shall be vented so that
any product leakage from the stem cannot penetrate into the gearbox housing.

3.3.13 (10) Materials

3.3.13.1 The material of a gearbox housing shall be nodular cast iron, or equivalent
alternative. All internal parts other than seals and gaskets shall be metallic.

3.3.13.2 Bolting and other valve components shall not be galvanised or cadmium plated.

3.3.13.3 The manufacturer shall list the material specifications for all valve parts.
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3.3.13.4 (8.8) Soft seated valves may be executed with the following seat materials,
(10.3) subject to Principal's approval.

Type of soft seat and/or “O”- ring Temperature range:

material: (degrees Celsius)

Nylon Poly Amide (PA) 6 (Devol ®) - 40 up to +90

Nylon Poly Amide (PA) 6/Mos 2 - 40 up to +100

Zyflon ® 0 up to +100

Nylon Poly Amide (PA) 12/G - 50 up to +120

(Elteka ®, Lauramid ®)

Poly Oxy Methylene (POM) filled, - 50 up to +110

(e.g. Delrin ®)

Devlon V ® - API grade - 100 up to +150

Per Fluor Alkoxy (PFA) - 100 up to + 200

Modified PTFE e.g.: Dyneon TFM 1600 ®, - 200 up to +200

Hostaflon ®,, TFM-4215.

filled PTFE - 100 up to +220

- 25% glass filled: (Algolon ® 265GL or
Dyneon TF-4105 ® or Teflon ® 1105N),
- 25% carbide filled: (Algolon ® 25 car
modified and Teflon ® 1191 modified),
- Hypatite ® PTFE.

Ethylene-Tetra-Fluoro-Ethylene (ETFE) - 198 up to +149

Poly-Ether-Ether-Ketone (PEEK) - 100 up to +260

e.g. type 450-FC-30 ® (up to DN24” max.)

Poly-Choro-Tri-Fluoro-Ethylene (PCTFE) - 250 up to +150

e.g. Kel-F ®, Voltalef-300 ®

Vespel SP1 ® (up to DN 6” maximum) - 150 up to +150

3.4 INSPECTION AND TESTING

3.4.1 (11) Production pressure testing

3.4.1.1 Valves with a gear operator or actuator shall be seat tested after assembly of the
operating mechanism.

3.4.1.2 For actuated quarter turn on/off ball valves the actuator sizing shall comply
with the requirements of DEP 31.40.70.30 GEN and DEP 32.36.01.17 GEN.
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3.4.1.3 For carbon steel valves and low alloy steel valves the hydrostatic test fluid shall be
potable water with a chloride content of maximum 200 mg/kg. Austenitic and
duplex stainless steel valves and valves made of 9 % nickel alloy shall be
hydrostatic tested with potable water with a chloride content of 50 mg/kg or less.
These valves shall be flushed with condensate or demineralized water (chloride
content of 2 mg/kg maximum) immediately after the hydro test. All valves shall be
drained immediately after the test and shall be thoroughly dried immediately after
draining.

3.4.1.4 (11) The maximum leakage rates shall be:

- for soft seated valves: in accordance with BS 6755-1, rate A or API-598 table 5.
- for metal seated valves: in accordance with BS 6755-1, rate B or API 598 table
5.

3.4.1.5 (11) The minimum test duration shall comply with BS 5351 table 14 requirements.

3.4.2 (12) Fire tested or fire-safe design

3.4.2.1 Soft-seated valves shall be of a fire-tested design and metal-seated valves shall be
of a fire-safe design.
NOTES:
1. A fire-tested design is one which has successfully passed prototype fire testing.
2. A fire-safe design is a design which by nature of its features/properties is capable of passing a fire
test.

3.4.2.2 Valve operating mechanisms shall be of a fire-safe design.

3.4.2.3 Fire testing and certification shall be in accordance with API 607, taking into
account the following additional requirements:
- The flame(s) shall not be in direct contact with, or close oriented to, the
valve and temperature measuring devices.
- number of leak tests for asymmetric valves:
- one (in the non-preferred flow direction) for valves tested at 2 barg,
- two (in both flow directions) for valves tested at 75% of the rated
pressure

3.4.2.4 Valves which are previously fire tested and certified in accordance with ISO 10497,
BS 6755 part 2, API 607 or API 6FA might be acceptable and are subject of
approval by the Principal.

3.4.2.5 Aluminium alloy and copper alloy valves may not comply with either a fire-tested or
fire-safe design.

3.4.2.6 The valve operating mechanisms shall be of a fire-safe design.

3.4.2.7 Qualification of untested similar valves of the same basic design and
construction is as per API 607 section 4.4 fire testing requirements.

3.4.3 (8.13) Anti-static testing

3.4.3.1 When valves are provided with soft seats, their design shall ensure electric
continuity between the ball, stem and the body.

3.4.3.2 A spring operated ball/pin construction shall be applied as anti static device.
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4. (14) MARKING

4.1 (14.2) Each valve shall be marked with the identification code number as specified in the
relevant MESC description. The marking shall be applied by die-stamping one
flange rim or, for welding end or threaded ends valves, the valve body.

4.2 (14.3) Hard-facing trim materials shall be identified; a manufacturer's code may be used
for this.

4.4 (14.5) The Class and nominal size shall be clearly marked on the valve body.

4.5 (14.2) Body/cover castings and forging shall have the charge or heat number and heat
treatment batch cast or stamped in the material.

4.6 Stamping shall be done by means of a low-stress die stamp or alternatively in a

low-stress area.

4.7 (14.4) In case it is physically impossible to apply the required marking, it may be
acceptable to apply electrochemical etching or marking on a durable, securely
affixed metal tag.

4.8 Valves supplied to end users in Austria, Belgium, Denmark, Finland, France,
Germany, Greece, Iceland, Ireland, Italy, Luxembourg, The Netherlands,
Portugal, Spain, Sweden, United kingdom), Czech republic, Norway and
Switzerland shall be affixed with the CE-mark demonstrating full compliance
with the Pressure Equipment directive (PED). The PED replaces existing
pressure equipment legislation, is mandated by European law (European
Directive: 97/23/EC) and shall be implemented not later than 29-5-2002. The
CE mark shall be affixed to each valve.

5. (15) PAINTING, PRESERVATION AND SHIPPING

5.1.1 Surface treatments of pressure containing valve components to prevent

corrosion during storage prior to and during manufacture with a single
primer coat (maximum 25 microns thickness) or phosphate treatment is
acceptable provided these preservations do not hide any porosity.

5.1.2 Carbon and low alloy steel valves shall be painted or coated in accordance with the
manufacturers standard.

5.1.3 Machined and threaded surfaces shall be coated with an easily removable rust
protective fluid e.g. Shell ENSIS MD or equivalent.

5.1.4 High alloy steel, nickel alloy and nickel/copper alloy valves shall not be painted,
unless otherwise stated in the project specification and/or purchase order.

5.1.5 (16) Valve body ends shall be covered with close fitting protectors (e.g. plastic caps) to
protect the machined parts and prevent ingress of dirt and moisture for at least one
year when stored outside.

5.1.6 Valves shall be shipped with the ball in the fully open position, unless the
manufacturer states that the fully closed position is preferable. However valves
equipped with single acting spring return actuators shall be shipped in the fail safe
position.

5.1.7 Prior dispatch/shipment valves shall be properly packaged to ensure

protection against ingress of moisture, rainfall, (sea) water splash and dirt.