ISO 10438-3:2007

Petroleum, petrochemical and natural gas industries — Lubrication, shaft-sealing and control-oil systems and auxiliaries — Part 3: General-purpose oil systems

ISO 10438-3:2007, in conjunction with ISO 10438-1, specifies requirements for oil systems for general-purpose applications. These oil systems can provide lubrication oil, but not seal oil and can serve equipment such as compressors, gears, pumps and drivers.

Industries du pétrole, de la pétrochimie et du gaz naturel — Systèmes de lubrification, systèmes d'étanchéité, systèmes d'huile de régulation et leurs auxiliaires — Partie 3: Systèmes d'huile pour applications générales

L'ISO 10438-3:2007, conjointement à l'ISO 10438-1, spécifie les exigences concernant les systèmes d'huile pour des applications générales. Ces systèmes d'huile peuvent fournir l'huile de lubrification, mais non pas l'huile d'étanchéité, et peuvent desservir des équipements comme les compresseurs, les mécanismes d'engrenage, les pompes et les dispositifs d'entraînement.

General Information

• Status: Published
• Publication Date: 02-Dec-2007
• ICS: 75.180.20 - Processing equipment
• Technical Committee: ISO/TC 67/SC 6 - Processing equipment and systems
• Drafting Committee: ISO/TC 67/SC 6 - Processing equipment and systems
• Current Stage: 9020 - International Standard under periodical review
• Start Date: 15-Jan-2025
• Due Date: 15-Jan-2025
• Completion Date: 15-Jan-2025

Relations

• Revises: ISO 10438-3:2003 - Petroleum, petrochemical and natural gas industries — Lubrication, shaft-sealing and control-oil systems and auxiliaries — Part 3: General-purpose oil systems
• Effective Date: 15-Apr-2008

Standards Content (Sample)

INTERNATIONAL ISO
STANDARD 10438-3
Second edition
2007-12-15
Petroleum, petrochemical and natural gas
industries — Lubrication, shaft-sealing
and control-oil systems and auxiliaries —
Part 3:
General-purpose oil systems
Industries du pétrole, de la pétrochimie et du gaz naturel — Systèmes
de lubrification, systèmes d'étanchéité, systèmes d'huile de régulation
et leurs auxiliaires —
Partie 3: Systèmes d'huile pour applications générales

Reference number
©
ISO 2007
PDF disclaimer
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shall not be edited unless the typefaces which are embedded are licensed to and installed on the computer performing the editing. In
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accepts no liability in this area.
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©  ISO 2007
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ii © ISO 2007 – All rights reserved

Contents Page
Foreword. iv
Introduction . v
1 Scope . 1
2 Normative references . 1
3 Terms, abbreviated terms and definitions . 2
4 General. 2
4.1 Basic design. 2
4.2 General. 4
4.3 Baseplates . 5
4.4 Oil reservoirs. 6
4.5 Pumps and pump drivers. 9
4.6 Coolers. 13
4.7 Filters . 16
4.8 Transfer valves. 18
4.9 Lube-oil rundown tanks . 18
5 Piping . 19
5.1 General. 19
5.2 Oil piping . 19
5.3 Instrument piping. 19
5.4 Water piping . 19
6 Instrumentation and electrical systems . 19
7 Inspection, testing and preparation for shipment. 20
7.1 General. 20
7.2 Inspection . 20
7.3 Testing . 20
7.4 Preparation for shipment . 22
8 Vendor's data . 22
8.1 General. 22
8.2 Proposals. 22
Annex A (informative) Datasheets . 23
Annex B (informative) Piping and instrument diagrams . 24
Annex C (informative) Inspector's checklist. 29
Annex D (informative) Guidance to system reliability. 32
Bibliography . 37

Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards bodies
(ISO member bodies). The work of preparing International Standards is normally carried out through ISO
technical committees. Each member body interested in a subject for which a technical committee has been
established has the right to be represented on that committee. International organizations, governmental and
non-governmental, in liaison with ISO, also take part in the work. ISO collaborates closely with the
International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization.
International Standards are drafted in accordance with the rules given in the ISO/IEC Directives, Part 2.
The main task of technical committees is to prepare International Standards. Draft International Standards
adopted by the technical committees are circulated to the member bodies for voting. Publication as an
International Standard requires approval by at least 75 % of the member bodies casting a vote.
Attention is drawn to the possibility that some of the elements of this document may be the subject of patent
rights. ISO shall not be held responsible for identifying any or all such patent rights.
ISO 10438-3 was prepared by Technical Committee ISO/TC 67, Materials, equipment and offshore structures
for petroleum, petrochemical and natural gas industries, Subcommittee SC 6, Processing equipment and
systems.
This second edition cancels and replaces the first edition (ISO 10438-3:2003), which has been technically
revised.
ISO 10438 consists of the following parts, under the general title Petroleum, petrochemical and natural gas
industries — Lubrication, shaft-sealing and control-oil systems and auxiliaries:
⎯ Part 1: General requirements
⎯ Part 2: Special-purpose oil systems
⎯ Part 3: General-purpose oil systems
⎯ Part 4: Self-acting gas seal support systems
iv © ISO 2007 – All rights reserved

Introduction
This International Standard was developed jointly with API 614, 5th edition. ISO 10438 is divided into four
parts corresponding to the four chapters of API 614.
Users of this part of ISO 10438 should be aware that further or differing requirements might be needed for
individual applications. This part of ISO 10438 is not intended to inhibit a vendor from offering, or the
purchaser from accepting, alternative equipment or engineering solutions for the individual application. This
may be particularly appropriate where there is innovative or developing technology. Where an alternative is
offered, the vendor should identify any variations from this part of ISO 10438 and provide details. This part of
ISO 10438 is to be used in conjunction with 10438-1.
This part of ISO 10438 requires the purchaser to specify certain details and features.
A bullet (•) at the beginning of a clause or subclause indicates that either a decision is required or further
information is to be provided by the purchaser. This information should be indicated on the datasheet(s);
otherwise it should be stated in the quotation request or in the order.
In this International Standard, US Customary (USC) units are included in brackets for information.

INTERNATIONAL STANDARD ISO 10438-3:2007(E)

Petroleum, petrochemical and natural gas industries —
Lubrication, shaft-sealing and control-oil systems and
auxiliaries —
Part 3:
General-purpose oil systems
1 Scope
This part of ISO 10438, in conjunction with ISO 10438-1, specifies requirements for oil systems for general-
purpose applications. These oil systems can provide lubrication oil, but not seal oil and can serve equipment
such as compressors, gears, pumps and drivers.
NOTE The term “general-purpose” is defined in ISO 10438-1.
2 Normative references
The following referenced documents are indispensable for the application of this document. For dated
references, only the edition cited applies. For undated references, the latest edition of the referenced
document (including any amendments) applies.
ISO 10438-1:2007, Petroleum, petrochemical and natural gas industries — Lubrication, shaft-sealing and
control-oil systems and auxiliaries — Part 1: General requirements
ISO 10438-2:2007, Petroleum, petrochemical and natural gas industries — Lubrication, shaft-sealing and
control-oil systems and auxiliaries — Part 2: Special-purpose oil systems
ISO 13706:2005, Petroleum, petrochemical and natural gas industries — Air-cooled heat exchangers
ISO 13709, Centrifugal pumps for petroleum, petrochemical and natural gas industries
ISO 15649:2001, Petroleum and natural gas industries — Piping
ISO 16889, Hydraulic fluid power — Filters — Multi-pass method for evaluating filtration performance of a filter
1)
element
API RP 686, Machinery Installation and Installation Design
IEC 60034 (all parts), Rotating electrical machines
TEMA, Standards of the Tubular Exchanger Manufacturers Association
NEMA MG1, Motors and Generators

1) To be published. (Revision of ISO 16889:1999)
3 Terms, abbreviated terms and definitions
For the purposes of this document, the terms, definitions and abbreviated terms given in ISO 10438-1 apply.
4 General
4.1 Basic design
z 4.1.1 This part of ISO 10438 covers general-purpose oil systems. Typical datasheets for general-purpose
oil systems are in Annex A. Typical piping and instrument diagrams for general-purpose oil systems are in
Annex B. Typical inspector checklists for general-purpose oil systems are in Annex C. General-purpose (GP)
oil systems are divided into classes and are defined by a coding system that defines the major components
supplied (see Table 1). The user shall choose the applicable class and code based upon the required
minimum reliability targets for the equipment train. Various API standards have supplied minimum
recommended systems as indicated in Table 2 for their equipment. Annex D is supplied as a reference to
provide guidance on the selection of a system.
Table 1 — General-purpose oil system class types with standard configuration options
Equipment Class I Class II Class III
Shaft-driven main pump and Motor main and motor
Pump configuration Shaft-driven main pump only
motor auxiliary pump auxiliary pump
Positive displacement P0 P0 P0
Centrifugal N/A N/A P1
Reservoir part of equipment
R0 R0 R0
(i.e. gear case)
External stainless reservoir R1 R1 R1
Stainless pipe Default Default Default
No reservoir heater included H0 H0 H0
Reservoir heater H1 H1 H1
Baseplate part of equipment BP0 BP0 BP0
Stand-alone console,
reservoir mounted
BP1 BP1 BP1
(No baseplate)
Stand-alone console with full
BP2 BP2 BP2
baseplate
Single cooler and single filter C1F1 C1F1 C1F1
Single cooler and dual filter C1F2 C1F2 C1F2
Dual cooler and single filter C2F1 C2F1 C2F1
Dual cooler and dual filter C2F2 C2F2 C2F2
Shell-and-tube cooler(s) C0 C0 C0
Plate-and-frame cooler(s) C1 C1 C1
Fin/Fan cooler C2 C2 C2
Combined plv/pcv
PV0 PV0 PV0
(not applicable to centrifugal
pumps)
2 © ISO 2007 – All rights reserved

--
...

INTERNATIONAL ISO
STANDARD 10438-3
Second edition
2007-12-15
Petroleum, petrochemical and natural gas
industries — Lubrication, shaft-sealing
and control-oil systems and auxiliaries —
Part 3:
General-purpose oil systems
Industries du pétrole, de la pétrochimie et du gaz naturel — Systèmes
de lubrification, systèmes d'étanchéité, systèmes d'huile de régulation
et leurs auxiliaires —
Partie 3: Systèmes d'huile pour applications générales

Reference number
©
ISO 2007
PDF disclaimer
PDF files may contain embedded typefaces. In accordance with Adobe's licensing policy, such files may be printed or viewed but shall
not be edited unless the typefaces which are embedded are licensed to and installed on the computer performing the editing. In
downloading a PDF file, parties accept therein the responsibility of not infringing Adobe's licensing policy. The ISO Central Secretariat
accepts no liability in this area.
Adobe is a trademark of Adobe Systems Incorporated.
Details of the software products used to create the PDF file(s) constituting this document can be found in the General Info relative to
the file(s); the PDF-creation parameters were optimized for printing. Every care has been taken to ensure that the files are suitable for
use by ISO member bodies. In the unlikely event that a problem relating to them is found, please inform the Central Secretariat at the
address given below.
This CD-ROM contains:
1) the publication ISO 10438-3:2007 (including the data sheets) in portable document format (PDF),
which can be viewed using Adobe® Acrobat® Reader;
2) a separate folder (electronic inserts) containing the data sheets (in either SI or USC units).

Adobe and Acrobat are trademarks of Adobe Systems Incorporated.
This second edition cancels and replaces the first edition (ISO 10438-3:2003), which has been technically
revised.
©  ISO 2007
All rights reserved. Unless otherwise specified, no part of this CD-ROM may be reproduced, stored in a retrieval system or transmitted in
...

NORME ISO
INTERNATIONALE 10438-3
Deuxième édition
2007-12-15
Industries du pétrole, de la pétrochimie et
du gaz naturel — Systèmes de
lubrification, systèmes d'étanchéité,
systèmes d'huile de régulation et leurs
auxiliaires —
Partie 3:
Systèmes d'huile pour applications
générales
Petroleum, petrochemical and natural gas industries — Lubrication,
shaft-sealing and control-oil systems and auxiliaries —
Part 3: General-purpose oil systems

Numéro de référence
©
ISO 2007
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Cette deuxième édition annule et remplace la première édition (ISO 10438-3:2003), qui a fait l'objet d'une
révision technique.
DOCUMENT PROTÉGÉ PAR COPYRIGHT

©  ISO 2007
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