1. SCOPE ……………………………………………………….
2. REFERENCES ……………………………………………………….
3. DEFINITIONS ……………………………………………………….
4. GENERAL ……………………………………………………….
4.1 Data ……………………………………………………….
4.2 General Requirements …………………………..
4.3 Design Criteria……………………………………………………….
5. ACTUATORS ……………………………………………………….
5.1 Pneumatic Actuators …………………………..
5.2 Electric Motor Actuators …………………………..
6. EMERGENCY SHUTDOWN VALVES …………………………..
6.1 General ……………………………………………………….
6.2 Electric Motor Operated Valves as ESV
6.3 Partial Stroke Test (PST) …………………………..
7. REVISION HISTORY ……………………………………………………….
1. Scope
This specification establishes minimum requirements for design, sizing and selection of on-off
valves.
Basic data and specifications shall be provided through instrument data sheets and general
specifications, where ever necessary. While these specifications cover specific design criteria,
the detailed design features shall be proposed by the vendor for each application.
2. References
Reference is made in this standard to the following documents. The latest issues, amendments,
and supplements to these documents shall apply unless otherwise indicated.
SABIC Engineering Standards (SES)
D02-D02 Engineering Tools and Data Structure
E02-G01 Electrical System Design Criteria (NEC)
E06-S01 Induction Motors 150 kW (200 HP) and Below
R07-E01 Selection of Control Valves
The International Society of Automation (ISA)
20
Specification Forms for Process Measurement & Control Instruments, Primary
Elements, and Control Valves
Fluid Control Institute (FCI)
70-2 Control Valve Seat Leakage
3. Definitions
Emergency Shutdown Valves (ESV). Valves activated by SIS logic solver.
Instrument Data Sheet. Instrument data sheets are documents that contain physical and
functional parameters for each instrument. These parameters include but not limited to process
data, operating conditions, process connections, material of construction, signal ranges, and
manufacturer‟s model number and types.
Per ISA 20, instrument data sheets are intended to assist the specification writer to present the
basic information. In this sense they are „short- form specifications‟ or „check sheets‟ and may
not include all necessary engineering data or definitions of application requirements.
Instrument Specifications. Instrument specifications are the detailed requirements prepared
based on instrument data sheet.
4. General
4.1 Data
4.1.1 An instrument data sheet shall be provided for each on-off valve.
4.1.2 As a minimum, templates for instrument data sheet shall be as per SES-D02-D02 Electronic
Data and Document Management System (EDDMS) seed files.
4.2 General Requirements
4.2.1 On-off valves shall meet the requirements of SES R07-E01 in addition to the requirements
set forth in this standard.
4.2.2 All on-off valve electrical accessories shall be NEMA type 4X or equivalent, and if the on-off
valve is located within hazardous areas, the accessories shall be suitable for use in this
area.
4.3 Design Criteria
4.3.1 Valve body type shall be defined in accordance with the process conditions.
4.3.2 On-off valves shall be in accordance with ANSI/FCI 70-2 class IV minimum.
4.3.3 On-Off valves shall be equipped with pneumatic or with electric motor operated actuator.
Another type of actuator shall require SABIC approval.
4.3.4 In-line solenoid valves shall not be used for process application, without SABIC approval.
4.3.5 On Off valves shall have end position switches for fully open and fully close positions.
Exception to this shall require SABIC approval.
5. Actuators
5.1 Pneumatic Actuators
5.1.1 Actuators shall resume the specified fail safe position, i.e. FO, FC or FL, upon failure of
instrument air, power or control signal
5.1.2 Piston actuators without spring shall not be used without SABIC approval.
5.1.3 Actuators shall have mechanical position indicators with clear markings to indicate fully
open and closed positions
5.2 Electric Motor Actuators
5.2.1 Electrical design of the motorized actuator shall follow the guidelines of SES-E02-G01.
Electric motors shall be in accordance with SES-E06-S01. Electric motors shall be rated for
intermittent service duty, single speed, with high starting torque and totally enclosed with
lifetime pre-lubricated (sealed) ball bearings.
5.2.2 Electric motor actuators shall have an integral starter and control transformer. The starter
shall be furnished with phase rotation protection to prevent valve damage due to incorrect
polarity of the supply connected to the power terminals.
5.2.3 The actuator shall be equipped with a permanently attached hand wheel of the automatic
declutching type that precludes mechanical engagement of the hand wheel while the driver
is in operation. The declutching device shall allow power override of the hand wheel
operation at all times and permit manual hand wheel operation of the valve.
5.2.4 Hand wheel drive shall permit the valve to open or close in 10 minutes or less, by one
person. Rim pull on the hand wheel during valve unseating shall not exceed 4.5 N force total
5.2.5 Local lamp valve position indication shall be provided on the actuator to indicate the valve
positions OPEN (Green), CLOSED (Red), and INTERMEDIATE (Amber).
5.2.6 Electrical motor actuator shall have a space heater. The space heater shall be ceramic, and
shall be sized to prevent condensation.
5.2.7 Actuators shall be suitable for three complete successive open-close operation of the valve,
or 15 minutes of continuous full load operation, whichever is shorter time period and 20
starts per hour.
5.2.8 Actuators shall be suitable for six consecutive application of the locked rotor current of 3
seconds duration each in one minute period at an ambient temperature of 45 Deg C
5.2.9 Rising stem valves shall be provided with a cover threaded into the actuator to protect the
valve stem.
5.2.10 Internal of actuator shall have the facility to activate or deactivate the electric motors thermal
overload protection.
5.2.11 Reduction gears for actuators shall be self-locking, i.e. a torque sensing device shall remain
open after it has activated to permit the use of maintained contact control circuits.
5.2.12 Motor and gears shall be designed such that the stall torque value is a minimum of 150
percent of the rated torque, neglecting sudden impact effect.
5.2.13 A built-in loss of motion device shall be provided for torque seated valves that permits the
motor to start the opening or closing direction.
5.2.14 Actuator control power shall be manufacturer standard voltage, supplied by an integrally
mounted control transformer, fused on secondary side.
5.2.15 Control interface signals of the actuator shall be potential free contacts. Control terminal
blocks shall be separate from power terminal blocks. Control terminal block shall contain as
minimum the following command and status signals:
a. CLOSE command
b. OPEN command
c. CLOSE status
d. OPEN status
e. HEALTH status
f. LOCAL/REMOTE status (exception to this shall require SABIC approval)
5.2.16 Actuators shall be provided with an integral LOCAL-REMOTE-OFF selector switch. The
“OFF” selection shall have provision for mechanical locking in the operated position, to
prevent any electrical operation of the valve.
5.2.17 Integral OPEN-STOP-CLOSE switch with twist action shall be provided for local operation to
the valve.
5.2.18 The actuator shall have the capability to change the direction of valve movement without the
necessity of stopping the actuator.
5.2.19 Electric motor actuator operated valves shall be seated close using a torque switch, or limit
switch with torque switch as backup, depending on the type of valve design.
5.2.20 All valve types shall be stopped in the open travel direction using a limit switch with torque
switch backup.
5.2.21 Torque switches should be set at 70 percent of motor stall torque.
5.2.22 Torque switches shall protect the valve from mechanical damage if there is an obstruction.
5.2.23 Torque and position limit switch can be adjusted independently without special tools or
removal of the device assembly from the location.
5.2.24 Repeatability of all switches or sensors shall be +/- 0.5 percent of set point.
5.2.25 “OPEN” and “CLOSE” torque switches or sensing devices shall sustain against torque
during initial valve unseating or against high inertial loads and should not initiate false trip.
5.2.26 For ease of maintenance and replacement, all fuses shall be easily accessible within the
actuator enclosure or at the terminal board.
5.2.27 Permanent facilities shall be provided for access to hand wheel, valve position indication,
and integral pushbuttons.
5.2.28 Location of valve actuators shall be such as to minimize the need for fireproofing and permit
accessibility for manual operation of the valve and maintenance of the actuator.
5.2.29 The actuator limit switch compartment shall be oriented to avoid being saturated with
lubricant, if oil seal failure occurs.
6. Emergency Shutdown Valves
6.1 General
6.1.1 ESV stroking time shall be in accordance with process requirements.
6.1.2 ESV shall be equipped with spring return pneumatic actuator or with electric motor operated
actuator.
6.1.3 Pneumatic operated ESV shall not be equipped with hand-wheel.
6.1.4 ESV shall be in accordance with ANSI/FCI 70-2 class V minimum.
6.1.5 Maximum differential pressure shall be the maximum upstream pressure with the control
valve fully closed and downstream at atmospheric pressure. 1.5 times maximum differential
pressure shall be used in the ESV actuator sizing calculation, in addition to other factors
such as leakage requirement, seat loading, packaging friction, etc.
6.1.6 All ESV shall be specially painted and/or tagged for easy identification as SIS components.
Tag size and color code shall follow standard plant practice, and be approved by SABIC.
6.2 Electric Motor Operated Valves as ESV
6.2.1 Electric motor actuator requirements in this document shall be complied.
6.2.2 Emergency shutdown command shall override inherent motor protection (over current and
over load), and all other instrument control signals, such as, LOCAL-REMOTE-OFF
selector, local and remote OPEN-STOP-CLOSE command, etc.
6.2.3 Valve body, electric motor actuator, and mounting assembly shall be designed to withstand
without damage, the stall torque of the actuator with the torque and limit switches
disconnected. Electric motor operated ESV shall have a safety sign indicating that the
electric motor actuator has no overload protection active and can be operated remotely.
6.3 Partial Stroke Test (PST)
6.3.1 Necessary hardware shall be installed on the valves if partial stroke testing requirement is
specified. Hookup and configuration for PST shall be approved by SABIC.
6.3.2 PST should be simple, easy, reliable, flexible, and automatic.
6.3.3 PST shall have function to configure valve travel as well as travel speed.
6.3.4 The ongoing partial stroke testing function shall not disturb the running process and shall
have capability to take the valve back to its original position after testing.
6.3.5 If the valve gets stuck while performing a partial stroke test it should abort the test and
generate alarm to report the particular abnormality.
6.3.6 During a partial stroke test, if an emergency demand arises, it shall immediately take the
valve to a safer position.