ISO 10438-2:2003

Petroleum, petrochemical and natural gas industries — Lubrication, shaft-sealing and control-oil systems and auxiliaries — Part 2: Special-purpose oil systems

ISO 10438-2:2003 specifies requirements for oil systems supplying oil to compressors requiring seal oil, and to other machines, in special-purpose applications for use in the petroleum, petrochemical and natural gas industries. It is intended to be used in conjunction with ISO 10438-1. ISO 10438 in its entirety specifies requirements for lubrication systems, oil-type shaft-sealing systems, self-acting gas seal systems, control-oil systems and other auxiliaries for general- or special-purpose applications. These systems can serve equipment such as compressors, gears, pumps and drivers. None of the parts of ISO 10438 is applicable to internal combustion engines.

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 2: Systèmes d'huile pour applications spéciales

General Information

• Status: Withdrawn
• Publication Date: 08-Dec-2003
• Withdrawal Date: 08-Dec-2003
• 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: 9599 - Withdrawal of International Standard
• Completion Date: 03-Dec-2007

Relations

• Revised: 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
• Effective Date: 15-Apr-2008
• Consolidates: ISO/R 98:1959 - Title missing - Legacy paper document
• Effective Date: 28-Feb-2023

Standards Content (Sample)

INTERNATIONAL ISO
STANDARD 10438-2
First edition
2003-12-15


Petroleum, petrochemical and natural gas
industries — Lubrication, shaft-sealing
and control-oil systems and auxiliaries —
Part 2:
Special-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 2: Systèmes d'huile pour applications spéciales





Reference number
ISO 10438-2:2003(E)
©
ISO 2003

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ISO 10438-2:2003(E)
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ISO 10438-2:2003(E)
Contents Page
Foreword. iv
Introduction . v
1 Scope. 1
2 Normative references. 1
3 Terms, definitions and abbreviated terms. 2
4 General requirements. 2
5 Baseplates. 4
6 Oil reservoirs. 4
7 Pumps and drivers. 9
8 Coolers. 13
9 Filters. 16
10 Transfer valves. 18
11 Accumulators. 18
12 Overhead tanks. 19
13 Seal-oil drain traps. 22
14 Degassing drum. 22
15 Piping. 24
16 Instrument, and control systems . 24
17 Electrical systems. 28
18 Inspection, testing, and preparation for shipment . 28
19 Vendor’s data. 30
Annex A (informative) Special-purpose oil system schemas . 31
Annex B (informative) Special-purpose oil system data sheets. 60
Annex C (informative) Inspector’s check list. 74
Annex D (informative) Technical data for cost estimating of special-purpose oil systems . 77
Bibliography . 80

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ISO 10438-2:2003(E)
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 10438-2 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.
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

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ISO 10438-2:2003(E)
Introduction
ISO 10438 is based on API Std 614, 4th edn., April 1999, divided into four parts as follows:
 Part 1: General requirements is based on Chapter 1 of API Std 614;
 Part 2: Special-purpose oil systems (this part) is based on Chapter 2 of API Std 614;
 Part 3: General-purpose oil systems is based on Chapter 3 of API Std 614;
 Part 4: Self-acting gas seal support systems is based on Chapter 4 of API Std 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 requires the purchaser to specify certain details and features.
A bullet (z) 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 or decision should be indicated on suitable
data sheets; otherwise it should be stated in the quotation request (inquiry) or in the order.

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INTERNATIONAL STANDARD ISO 10438-2:2003(E)

Petroleum, petrochemical and natural gas industries —
Lubrication, shaft-sealing and control-oil systems and
auxiliaries —
Part 2:
Special-purpose oil systems
1 Scope
This part of ISO 10438 specifies requirements for oil systems supplying oil to compressors requiring seal oil,
and to other machines, in special-purpose applications for use in the petroleum, petrochemical and natural
gas industries as well as in other industries by agreement. It is intended to be used in conjunction with
ISO 10438-1. ISO 10438 in its entirety specifies requirements for lubrication systems, oil-type shaft-sealing
systems, self-acting gas seal systems, control-oil systems and other auxiliaries for general- or special-purpose
applications. These systems can serve equipment such as compressors, gears, pumps and drivers.
None of the parts of ISO 10438 is applicable to internal combustion engines.
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 4572, Hydraulic fluid power — Filters — Multi-pass method for evaluating filtration performance
ISO 10438-1:2003, Petroleum, petrochemical and natural gas industries — Lubrication, shaft-sealing and
control-oil systems and auxiliaries — Part 1: General requirements
ISO 13709, Centrifugal pumps for petroleum, petrochemical, and natural gas industries
ISO 14691, Petroleum and natural gas industries — Flexible couplings for mechanical power transmission —
General purpose applications
IEC 60079 (all parts), Electrical apparatus for explosive gas atmospheres
API RP 520, Parts I and II, Sizing, selection and installation of pressure-relieving devices in refineries
API Std 526, Flanged steel safety relief valves
API Std 611, General-purpose steam turbines for petroleum, chemical, and gas industry services
API Std 676, Positive displacement pumps — Rotary
API RP 686, Machinery installation and installation design
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ISO 10438-2:2003(E)
3 Terms, definitions and abbreviated terms
For the purposes of this document, the terms, definitions and abbreviated terms given in ISO 10438-1 apply.
4 General requirements
4.1 The equipment (including auxiliaries) covered by this part of ISO 10438 shall be designed and
constructed for a minimum service life of 20 years and at least 3 years of uninterrupted operation. It is
recognized that this is a design criterion.
4.2 The oil system shall be suitable for special-purpose applications as defined in ISO 10438-1. The system
shall be designed as a separate console, or if approved by the purchaser, it may be designed to be integral
with the baseplate of the equipment it serves. The design shall allow for transfer between and shutdown of the
main and spare components of the system for maintenance without interrupting the operation of the system or
the equipment the system serves.
4.3 The vendor shall assume unit responsibility for all equipment and all auxiliary systems included in the
scope of the order.
4.4 The materials of construction of all major components shall be clearly stated in the vendor's proposal.
Materials shall be identified by reference to applicable international or national standards including the
material grade.
z 4.5 The purchaser shall specify the required oil supply conditions and the heat load.
4.6 Control of the sound pressure level (SPL) of all equipment furnished shall be a joint effort of the
purchaser and the vendor. The equipment furnished by the vendor shall conform to the maximum allowable
sound pressure level specified by the purchaser.
z 4.7 The purchaser shall specify whether the seal-oil and lube-oil systems are to be separate or combined. If
separate systems are specified, the means of preventing interchange of oil between the two systems shall be
described in the vendor’s proposal.
z 4.8 Where oil is supplied from a common system to two or more machines (such as a compressor, a gear
and a motor), the oil’s characteristics shall be specified by the purchaser on the basis of mutual agreement
with all vendors supplying equipment served by the common oil system.
NOTE The usual lubricant employed in a common oil system is a hydrocarbon oil that corresponds to ISO Grade 32,
in accordance with ISO 8068.
4.9 The system shall be designed to supply oil to all equipment specified.
4.10 Oil recycled for control purposes shall originate upstream of the filters.
NOTE This minimizes the potential for generation of static electricity (or a static charge) that can result when filtered
oil bypasses the equipment and is recycled directly to the reservoir. This is very important especially if explosive gas might
also be present in the reservoir.
4.11 The seal-oil system shall be designed to serve the full range of equipment operating conditions
specified. These conditions may include but are not limited to the following:
a) settling-out pressures;
b) process relief-valve settings;
c) shop test and field run-ins;
d) startup conditions.
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ISO 10438-2:2003(E)
4.12 In addition to the above requirements, seal-oil systems shall be designed to operate safely prior to
process startup or any other idling condition specified, with the system in total automatic control and with the
compressor at atmospheric pressure.
z 4.13 The purchaser shall specify whether the installation is indoors (heated or unheated) or outdoors (with or
without a roof) as well as the weather and environmental conditions in which the equipment will operate
(including maximum and minimum temperatures and unusual humidity, dust, or corrosion conditions).
4.14 The arrangement of the equipment, including piping and auxiliaries, shall be developed jointly by the
purchaser and the vendor. The arrangement shall provide adequate clearance areas and safe access for
operation and maintenance.
z 4.15 If applicable, the purchaser shall specify minimum requirements for clearance around and access to
components (especially clearance around and access to coolers, filters and hand valves).
z 4.16 Motors, electrical components and electrical installations shall be suitable for the area classification
(class, group, and division or zone) specified by the purchaser and shall meet the requirements of the
applicable part(s) of IEC 60079, as well as local codes specified and furnished by the purchaser.
4.17 Pumps, filters, strainers, coolers, traps, valves, and all other components that retain oil under pressure
and are external to the reservoir shall be made of steel.
4.18 Valved vents, drains, and piping shall be furnished to permit draining, cleaning, and refilling of idle
components while the equipment is in operation.
z 4.19 The purchaser shall specify when and where double-block-and-bleed valves are required for isolating a
component and how they are to be arranged (see Figure A.30).
4.20 Coolers, filters, overhead oil tanks, drain traps, accumulators and other pressure vessels within the
scope of the pressure design code shall conform to that code.
4.21 The oil system shall perform on the test stand and on its permanent foundation within the specified
acceptance criteria. After installation, the performance of the oil system shall be the joint responsibility of the
purchaser and the vendor.
4.22 The vendor shall advise the purchaser of, and both parties shall mutually agree upon, any special
provisions that are necessary to ensure that an adequate supply of lube or seal oil or both is maintained in the
event of complete failure of the lube- or seal-oil supply system. These provisions may include emergency
pumps, accumulators, rundown tanks and special arrangements for equipment safety and protection when the
equipment decelerates. Provisions shall be adequate for coast-down time, cool-off time, and block-in time as
applicable; the purchaser shall specify the required block-in time. The purchaser and the vendor shall mutually
agree upon the system and its components.
4.23 Block valves which interrupt the oil flow to the equipment shall not be installed in oil supply lines
downstream of the filters unless the block valves are part of a component block and bypass arrangement.
4.24 Welding of piping and pressure-containing parts, as well as any dissimilar-metal welds and weld repairs,
shall be performed and inspected by operators and procedures qualified in accordance with the pressure
design code.
z 4.25 In addition to the requirements of 4.24, the purchaser may specify that 100 % radiography, magnetic
particle inspection, or liquid penetrant inspection of welds is required (see also ISO 10438-1).
4.26 All welding other than that covered by the pressure design code or the piping systems design code,
such as welding on baseplates, non-pressure ducting, lagging and control panels, shall be in accordance with
a structural welding standard (e.g. AWS D1.1), unless otherwise specified.
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ISO 10438-2:2003(E)
5 Baseplates
z 5.1 The system shall be designed as a console, as a single or multiple package, or as another arrangement
as specified by the purchaser. Each package shall have a structural steel baseplate with all system
components and related valves and manifolds mounted on the baseplate. The major components (pumps,
filters, coolers, and reservoir) shall be mounted directly on structural steel.
5.2 Package baseplates shall be the drain-gutter type with one or more drain connections at least DN40
(NPS 1 1/2) in size unless otherwise specified. Baseplates, mounted components, and decking shall be
arranged and installed to ensure drainage and to avoid the retention of liquid.
5.3 The baseplate shall be provided with lifting lugs for at least a four-point lift. The baseplate shall be
designed so that after the components and all piping mounted on it are drained of oil, the package can be
lifted without permanently distorting or otherwise damaging either the baseplate or any component mounted
on it.
5.4 Unless otherwise specified, non-skid metal decking covering all walk and work areas shall be provided
on the top of the baseplate.
5.5 Unless otherwise specified, all baseplates shall be provided with at least one opening or hole in each
bulkhead section through which grout can be poured and vented. Each opening shall have a clear area of no
2 2
less than 125 cm (20 in ) and no dimension less than 100 mm (4 in), and each shall permit filling and venting
of the entire cavity with grout under the baseplate without creating air pockets. Each hole in which the grout is
to be poured shall be accessible, i.e. no component or piping shall be disturbed, and no tripping hazards in
walk and work areas shall be created. Each hole shall also be provided with steel curbing 13 mm (1/2 in) high
to prevent accumulated oil or water from entering the grout. Vent holes at least 13 mm (1/2 in) in diameter
shall be provided for each bulkhead compartment.
z 5.6 If specified, the baseplate shall be suitable for column mounting (that is, of sufficient rigidity to be
supported at specified points) without continuous grouting under structural members. The baseplate design
shall be mutually agreed between the purchaser and the vendor.
5.7 When epoxy grout is specified, the vendor shall precoat all the grouting surfaces of the mounting plates
with a catalysed epoxy primer applied to degreased white metal. The epoxy primer shall be compatible with
epoxy grout. The vendor shall submit instructions for field preparation of the epoxy primer to the purchaser.
5.8 The bottom of the baseplate between structural members shall be open. When the baseplate is
installed on a concrete foundation, accessibility for grouting under all load-carrying structural members shall
be provided.
6 Oil reservoirs
6.1 General
Unless otherwise specified, reservoirs shall be separate from the equipment baseplate and shall be rigid
enough to prevent sagging and vibration. Components bolted to the reservoir shall be mounted on pads; no
bolt holes shall extend into the reservoir. To prevent deposit accumulations, reinforcing ribs on the walls of the
reservoir shall be external.
NOTE For special features see 6.12.
6.2 Protection from dirt and water
6.2.1 Reservoirs shall be sealed to prevent dirt and water from entering. Top-surface openings shall be
raised at least 25 mm (1 in) and shall have a gasket.
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ISO 10438-2:2003(E)
6.2.2 Unless otherwise approved, pumps, coolers, or filters shall not be mounted on top of the reservoir. It
is possible that this will be a user consideration for off-shore or other installations where available space is
limited.
6.2.3 The tops of reservoirs shall be sloped at least 1:100 (1/8 in/ft). It may not be possible to implement
this requirement for reservoirs integrated with main equipment baseplate.
6.3 Oil connections and internal piping
6.3.1 All oil return flow streams shall be hydraulically located as far away from the pump suction
connections as possible.
NOTE The use of the term “hydraulically located as far away” is intended to convey the concept that it is possible to
direct return flow streams by internal piping or baffling to avoid disturbing the oil flow at pump inlets. This internal piping or
baffling could be used in lieu of external connections physically located at such a distance from the pump suctions that
they avoid disturbing the oil flow at the pump inlets.
6.3.2 All atmospheric oil return connections (including fill connections) shall be located above the maximum
operating level and shall transport oil (via open-top stilling tubes or degassing trays) as shown in Figure A.24.
Stilling tubes shall have bottom baffles.
6.3.3 Control back-pressure valve and return stream control valve connections shall be separate and shall
discharge oil via internal piping below the pump suction-loss level as shown in Figure A.24. Pressurized oil
shall not be returned to stilling tubes or degassing trays. Internal piping shall have bottom baffles.
6.3.4 Pump suction connections shall be located near the high end of the sloped reservoir bottom and at
least 50 mm (2 in) above it.
6.3.5 Except as specified in 6.9, reservoir pipe connections shall be flanged.
6.4 Manways and drains
To ensure complete drainage, the bottom of each reservoir shall slope continuously, at least 1:50 (1/4 in/ft), to
a low point. A flanged drain connection (with a valve and a blind flange) at least DN50 (NPS 2) in size shall be
provided. Manway openings shall be provided which will permit unobstructed entry for inspection and cleaning
of all interior compartments. If entry is required for cleaning and unless otherwise specified, manways shall be
located on top of the reservoir and each manway shall be at least 600 mm × 600 mm or 450 mm in diameter
(24 in × 24 in or 18 in in diameter). Internal manways are not acceptable.
6.5 Features and appendages
6.5.1 The oil reservoir shall have the following features and appendages:
a) the capacity to settle moisture and foreign matter adequately and to provide allowance for rundown from
the entire system;
b) provisions to eliminate air and minimize migration of foreign matter to each pump suction;
c) a reflex-type, welding-pad oil level glass (with stainless steel weld pad and carbon steel cover) arranged
to cover the span from at least 25 mm (1 in) above the rundown level to 50 mm (2 in) below the pump
suction-loss level. The oil level glass shall be located as far away as possible from the oil return lines and
be visible from the perimeter of the unit. The maximum and minimum operating levels, rundown level and
suction-loss level shall be indicated on the level glass. If more than one level glass is provided, they shall
be offset;
d) a fill opening at least 50 mm (2 in) in size which automatically closes (normally held shut by a spring) and
is equipped with a stainless steel, fine-mesh strainer basket that has an open area equal to 200 % of the
internal pipe area;
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ISO 10438-2:2003(E)
e) a blind-flanged vent connection at least 50 mm (2 in) in size;
f) a weatherproof, corrosion-resistant filter-breather cap at least 50 mm (2 in) in size (for reservoirs
containing seal oil, see 6.5.2);
g) internal baffles that are not gas tight;
h) if the train is driven by a gas or steam turbine and the oil reservoir contains the seal oil, a separate
connection shall be provided on the reservoir for the compressor seal-oil return line;
NOTE This line prevents pressurization of the turbine lube oil drain header if the compressor seals fail.
i) individual non-pressurized reservoir return lines shall enter the reservoir above the rundown level (see
6.6.1.1).
6.5.2 On reservoirs containing seal oil, a specially sized vent is required to handle the total flow of gas
coming from the failed seal(s) through the oil drain lines. The vendor shall provide the purchaser with the vent
size and the sizing criteria.
Vents routed to flare systems or vapour recovery systems shall be provided with an overpressure protection
device. The sizing of this device shall be jointly developed by the purchaser and the vendor.
6.6 Capacity and configurations
NOTE Sizing criteria is covered in 6.6.3.
6.6.1 Definitions of levels
6.6.1.1 The rundown level (1 in Figure 1) is the highest level that oil in the reservoir can reach when the
entire system is shut down.
6.6.1.2 The maximum operating level (2 in Figure 1) is the highest level that oil can reach during normal
operation of the equipment.
6.6.1.3 The minimum operating level (3 in Figure 1) is the lowest level that oil can reach during normal
operation of the equipment.
6.6.1.4 The suction-loss level (4 in Figure 1) is the level above the pump suction level (5 in Figure 1), at
which the pump begins to lose prime. The pump suction level is defined by the pump suction vortex and net
positive suction head requirements.
6.6.1.5 The charge capacity is the total volume below the rundown level.
6.6.1.6 The normal operating range is any level between the maximum and minimum operating levels.
6.6.1.7 The retention capacity is the total volume below the minimum operating level.
6.6.1.8 Retention time is the time allowed for disengagement of entrained air or gas.
6.6.1.9 The rundown capacity is the volume between the rundown level and the maximum operating level.
6.6.1.10 The working capacity is the volume between the minimum operating level and the suction-loss
level.
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ISO 10438-2:2003(E)
Dimensions in millimetres (inches)

Key
1 rundown level 5 pump suction level
2 maximum operating level 6 alternative pump suction arrangements
3 minimum operating level 7 manufacturer's standard glass length
4 suction-loss level
A manufacturer's standard gauge glass may be used in this arrangement with the bottom of the gauge no less
than 50 mm below the minimum operating level and with any excess length being above maximum operating
level.
Figure 1 — Reservoir levels and oil level glass details
6.6.2 Low level alarm
A low-level alarm shall actuate at the minimum operating level.
6.6.3 Criteria for sizing a reservoir
6.6.3.1 The working capacity between the minimum operating level (3 in Figure 1) and the suction-loss
level (4 in Figure 1) shall be sufficient for at least 5 min of normal flow.
6.6.3.2 The minimum retention capacity shall be calculated based on 8 min of normal oil flow.
6.6.3.3 The rundown capacity shall allow for all of the oil contained in all of the components, such as
bearings and seal housings, overhead seal tanks, rundown tanks, accumulators, control elements, and
vend
...