SIST EN ISO 10438-2:2008
(Main)Petroleum, petrochemical and natural gas industries - Lubrication, shaft-sealing and control-oil systems and auxiliaries - Part 2: Special-purpose oil systems (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 10438-2:2007)
This part of ISO 10438, in conjunction with of ISO 10438-1, sp ecifies requirements for oil systems for specialpurpose applic ations. These oil systems can provide lubrication oil, seal oi l or both. These systems can serve equipment such as compresso rs, gears, pumps and drivers.
Erdöl-, petrochemische und Erdgasindustrie - Schmieröl-, Sperröl- und Regelölversorgungsanlagen und Hilfsanlagen - Teil 2: Ölversorgungsanlagen für besondere Anwendungsfälle (ISO 10438-2:2007)
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 (ISO 10438-2:2007)
L'ISO 10438-2:2007, en association avec l'ISO 10438-1, spécifie les exigences pour les systèmes d'huile pour des applications spéciales. Ces systèmes d'huile peuvent fournir une huile de lubrification, une huile d'étanchéité ou bien les deux. Ces systèmes peuvent servir d'équipement tel que des compresseurs, des mécanismes d'engrenage, des pompes et des dispositifs d'entraînement.
Petrokemična industrija ter industrija za predelavo nafte in zemeljskega plina - Sistemi za mazanje, zapiranje jaškov in oskrbo ter pomožna oprema - 2. del: Sistemi za posebne namene (ISO 10438-2:2007)
General Information
Relations
Standards Content (Sample)
SLOVENSKI STANDARD
SIST EN ISO 10438-2:2008
01-marec-2008
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SIST EN ISO 10438-2:2004
3HWURNHPLþQDLQGXVWULMDWHULQGXVWULMD]DSUHGHODYRQDIWHLQ]HPHOMVNHJDSOLQD
6LVWHPL]DPD]DQMH]DSLUDQMHMDãNRYLQRVNUERWHUSRPRåQDRSUHPDGHO
6LVWHPL]DSRVHEQHQDPHQH ,62
Petroleum, petrochemical and natural gas industries - Lubrication, shaft-sealing and
control-oil systems and auxiliaries - Part 2: Special-purpose oil systems (ISO 10438-
2:2007)
Erdöl-, petrochemische und Erdgasindustrie - Schmieröl-, Sperröl- und
Regelölversorgungsanlagen und Hilfsanlagen - Teil 2: Ölversorgungsanlagen für
besondere Anwendungsfälle (ISO 10438-2:2007)
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 (ISO 10438-2:2007)
Ta slovenski standard je istoveten z: EN ISO 10438-2:2007
ICS:
75.180.20
SIST EN ISO 10438-2:2008 en
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
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EUROPEAN STANDARD
EN ISO 10438-2
NORME EUROPÉENNE
EUROPÄISCHE NORM
December 2007
ICS 75.180.20 Supersedes EN ISO 10438-2:2003
English Version
Petroleum, petrochemical and natural gas industries -
Lubrication, shaft-sealing and control-oil systems and auxiliaries
- Part 2: Special-purpose oil systems (ISO 10438-2:2007)
Industries du pétrole, de la pétrochimie et du gaz naturel - Erdöl-, petrochemische und Erdgasindustrie - Schmieröl-,
Systèmes de lubrification, systèmes d'étanchéité, systèmes Sperröl- und Regelölversorgungsanlagen und Hilfsanlagen
d'huile de régulation et leurs auxiliaires - Partie 2: - Teil 2: Ölversorgungsanlagen für besondere
Systèmes d'huile pour applications spéciales (ISO 10438- Anwendungsfälle (ISO 10438-2:2007)
2:2007)
This European Standard was approved by CEN on 14 December 2007.
CEN members are bound to comply with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this European
Standard the status of a national standard without any alteration. Up-to-date lists and bibliographical references concerning such national
standards may be obtained on application to the CEN Management Centre or to any CEN member.
This European Standard exists in three official versions (English, French, German). A version in any other language made by translation
under the responsibility of a CEN member into its own language and notified to the CEN Management Centre has the same status as the
official versions.
CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Cyprus, Czech Republic, Denmark, Estonia, Finland,
France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal,
Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland and United Kingdom.
EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION
EUROPÄISCHES KOMITEE FÜR NORMUNG
Management Centre: rue de Stassart, 36 B-1050 Brussels
© 2007 CEN All rights of exploitation in any form and by any means reserved Ref. No. EN ISO 10438-2:2007: E
worldwide for CEN national Members.
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EN ISO 10438-2:2007 (E)
Contents Page
Foreword.3
2
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EN ISO 10438-2:2007 (E)
Foreword
This document (EN ISO 10438-2:2007) has been prepared by Technical Committee ISO/TC 67 "Materials,
equipment and offshore structures for petroleum and natural gas industries" in collaboration with Technical
Committee CEN/TC 12 "Materials, equipment and offshore structures for petroleum, petrochemical and
natural gas industries", the secretariat of which is held by AFNOR.
This European Standard shall be given the status of a national standard, either by publication of an identical
text or by endorsement, at the latest by June 2008, and conflicting national standards shall be withdrawn at
the latest by June 2008.
Attention is drawn to the possibility that some of the elements of this document may be the subject of patent
rights. CEN [and/or CENELEC] shall not be held responsible for identifying any or all such patent rights.
This document supersedes EN ISO 10438-2:2003.
According to the CEN/CENELEC Internal Regulations, the national standards organizations of the following
countries are bound to implement this European Standard: Austria, Belgium, Bulgaria, Cyprus, Czech
Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia,
Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain,
Sweden, Switzerland and the United Kingdom.
Endorsement notice
The text of ISO 10438-2:2007 has been approved by CEN as a EN ISO 10438-2:2007 without any
modification.
3
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INTERNATIONAL ISO
STANDARD 10438-2
Second edition
2007-12-15
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 10438-2:2007(E)
©
ISO 2007
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ISO 10438-2:2007(E)
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ii © ISO 2007 – All rights reserved
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ISO 10438-2:2007(E)
Contents Page
Foreword. iv
Introduction . v
1 Scope . 1
2 Normative references . 1
3 Terms, abbreviated terms and definitions . 1
4 General requirements. 2
4.1 General. 2
4.2 Baseplates . 3
4.3 Oil reservoirs. 4
4.4 Pumps and pump drivers. 9
4.5 Coolers. 13
4.6 Filters . 17
4.7 Transfer valves. 18
4.8 Accumulators . 19
4.9 Overhead tanks . 20
4.10 Seal-oil drain traps. 22
4.11 Degassing drum. 23
5 Piping . 25
5.1 General. 25
5.2 Oil piping . 25
5.3 Instrument piping. 25
5.4 Process piping . 25
5.5 Water piping . 25
6 Instrumentation, control and electrical systems. 25
6.1 General. 25
6.2 Arrangement 1. 26
6.3 Arrangement 2. 26
6.4 Arrangement 3. 26
6.5 Instrumentation. 26
6.6 Electrical systems. 26
7 Inspection, testing and preparation for shipment. 27
7.1 General. 27
7.2 Inspection . 27
7.3 Testing . 27
7.4 Preparation for shipment . 29
8 Vendor's data . 29
8.1 General. 29
8.2 Proposals. 29
Annex A (informative) Datasheets . 30
Annex B (informative) Piping and instrument diagrams . 31
Annex C (informative) Inspector's checklist. 62
Bibliography . 65
© ISO 2007 – All rights reserved iii
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ISO 10438-2:2007(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.
This second edition cancels and replaces the first edition (ISO 10438-2:2003), 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
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ISO 10438-2:2007(E)
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 can 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 suitable data sheet(s);
otherwise it should be stated in the quotation request (inquiry) or in the order.
In this International Standard, US Customary (USC) or other units are included in brackets for information.
© ISO 2007 – All rights reserved v
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INTERNATIONAL STANDARD ISO 10438-2:2007(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, in conjunction with of ISO 10438-1, specifies requirements for oil systems for special-
purpose applications. These oil systems can provide lubrication oil, seal oil or both. These systems can serve
equipment such as compressors, gears, pumps and drivers.
NOTE The term “special-purpose application” 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 13706:2005, Petroleum, petrochemical and natural gas industries — Air-cooled heat exchangers
ISO 13709, Centrifugal pumps for petroleum, petrochemical and natural gas industries
ISO 4572, Hydraulic fluid power — Filters — Multipass method for evaluating filtration performance
API STD 611, General- Purpose Steam Turbines for Petroleum, Chemical and Gas Industry Services
API RP 686-96, Machinery RP Installation and Installation Design
ASTM A240/A240M, Standard Specification for Chromium and Chromium-Nickel Stainless Steel Plate, Sheet,
and Strip for Pressure Vessels and for General Applications
3 Terms, abbreviated terms and definitions
For the purposes of this document, the terms, abbreviated terms and definitions given in ISO 10438-1 apply.
© ISO 2007 – All rights reserved 1
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ISO 10438-2:2007(E)
4 General requirements
4.1 General
4.1.1 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 5 years of uninterrupted operation.
NOTE It is recognized that this is a design criterion.
4.1.2 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.
4.1.3 Unless otherwise specified, one oil system per equipment train shall be supplied.
NOTE If equipment trains share a common oil system, damage due to cross-contamination can affect all equipment
served. Block valves can be needed in supply lines that, for maintenance reasons, have the potential to be accidentally
closed. Equipment location can require unacceptably long runs of piping, equipment transients and other potentially
detrimental factors that it is necessary to consider.
z 4.1.4 The purchaser shall specify the equipment's normal operating point and alternate operating points
including transients.
NOTE Data sheets that can be used for specifying are included in Annex A.
z 4.1.5 Control of the sound pressure level (SPL) of all equipment furnished shall be a joint effort of the
purchaser and the vendor having unit responsibility. The equipment furnished by the vendor shall conform to
the maximum allowable sound pressure level specified. In order to determine compliance, the vendor shall
provide both maximum sound pressure and sound power level data per octave band for the equipment.
z 4.1.6 The purchaser shall specify whether the seal-oil and lube-oil systems are to be separate or combined.
NOTE Annex B contains piping and instrument diagrams (P&IDs) for typical arrangements.
z 4.1.7 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 owner on the basis of mutual agreement with all
vendors supplying equipment served by the common oil system.
NOTE Site conditions with extreme variations, such as desert or arctic applications, can also require special oil grade
viscosity and increased oil supply temperatures.
z 4.1.8 The system shall be designed to supply oil to all equipment specified.
4.1.9 The recycled oil shall originate upstream of the filters.
NOTE This is to minimize 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 can also be present in the reservoir.
z 4.1.10 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) start-up conditions.
2 © ISO 2007 – All rights reserved
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ISO 10438-2:2007(E)
4.1.11 In addition to the above requirements, seal-oil systems shall be designed to operate safely prior to
process start-up or any other idling condition specified, with the system in total automatic control and with the
shaft end seal at atmospheric pressure.
4.1.12 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 4.1.13 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).
4.1.14 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.
4.1.15 Valved vents, drains and piping shall be furnished to permit draining, cleaning and refilling of idle
components while the equipment is in operation.
z 4.1.16 The purchaser shall specify when and where double block and bleed valves are required for isolating
a component and how they are arranged.
z 4.1.17 Coolers, filters, overhead oil tanks, drain traps, accumulators and other pressure vessels shall be in
accordance with the specified pressure design code (Refer to ISO 10438-1:2007, 4.4). If specified by the
purchaser, vessels shall be code stamped.
NOTE 1 Code stamping might not be applicable for pressure design codes other than ASME.
NOTE 2 Refer to ISO 10438-1:2007, 4.5.7. Local jurisdictions can require a code stamp and conformity assessment
markings.
4.1.18 The console shall perform on the test stand and on its permanent foundation within the specified
acceptance criteria. After installation, the performance of the oil system, including piping, console and
associated auxiliaries, shall be the joint responsibility of the purchaser and the vendor who has unit
responsibility for the equipment train served.
NOTE Certain auxiliaries, such as overhead seal-oil tanks, rundown tanks, interconnecting piping, etc., might not be
installed on test.
z 4.1.19 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 backup lube or seal oil or both is
maintained in the event of complete failure of the primary 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.
4.1.20 Block valves that 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.
4.2 Baseplates
z 4.2.1 The system shall be designed as a single console, in multiple packages or in any other arrangement
as specified. Each package shall have a structural steel baseplate with all system components and related
valves and manifolds mounted on the baseplate. The major component supports (pumps, filters, coolers,
reservoir, etc.) shall be mounted directly on structural steel.
4.2.2 Unless otherwise specified, package baseplates shall be of the drain-gutter type with one or more
drain connections at least DN 40 (NPS 1 1/2) in size. Baseplates, mounted components and decking shall be
arranged and installed to ensure drainage and to avoid the retention of liquid by sloping of the decking and
gutters.
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ISO 10438-2:2007(E)
z 4.2.3 If specified, flat decking may be furnished.
NOTE Minor puddling of fluid can occur.
4.2.4 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.
NOTE Spreader bars can be required.
4.2.5 Unless otherwise specified, non-skid metal decking covering all walk and work areas shall be
provided on the top of the baseplate.
NOTE Examples of other options are grating or phenolic material to reduce mass for off-shore applications, or
deletion of decking and a grout poured to create a walking surface.
4.2.6 Baseplates shall be suitable for installation in accordance with API RP 686. Unless otherwise
specified, all baseplates shall be provided with at least one opening or hole in each bulkhead section through
2 2
which grout can be poured and vented. Each opening shall have a clear area of no 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 into which the grout is poured shall be
accessible: no component or piping shall be disturbed and no tripping hazards in the walk and work areas
shall be created. Vent holes at least 13 mm (1/2 in) in diameter shall be provided for each bulkhead
compartment. Each grout 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 shall be provided without curbing.
NOTE The 13 mm (1/2 in) curb required for grout holes is not considered a tripping hazard.
z 4.2.7 When epoxy grout is specified, the vendor shall pre-coat all the grouting surfaces of the mounting
plates with a catalyzed 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.
4.2.8 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.
z 4.2.9 If specified, the baseplate shall be designed 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 upon between the purchaser and the vendor.
4.2.10 Levelling screws shall be provided in the proximity of each hold-down bolt.
4.3 Oil reservoirs
4.3.1 General
Unless otherwise specified, reservoirs shall be separate from the baseplate for the equipment train served by
the oil console 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. If reinforcing ribs are required, they
shall be installed externally to avoid deposit accumulation.
NOTE For special features, see 4.3.12.
4.3.2 Protection from dirt and water
4.3.
...
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