I would like to know about the best practices of PSVs maintenance and management of spares, when available.
Once removed for preventive or corrective maintenance, how it is ensured that same location is installed with spare PSV in maintenance management systems?
PSVs maintenance practices & spare management
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- Site Admin
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PSVs maintenance practices & spare management
Ashfaq Anwer
-PetroStreet.com
-PetroStreet.com
Re: PSVs maintenance practices & spare management
Look at the few pointers...
PSV Maintenance Planning Requirements for New Installations
CAUTION! Before any PSV or Spare PSV is returned to service a visual inspection to verify cleanliness of visible internal component shall be completed. If the PSV has not been used within 28 days from the date of the Date tag, the PSV must be pop tested one time.
Operation
Types of Maintenance
The Visual On-Stream inspection is to verify the PSV condition. At minimum, the following activity shall be performed on all PSVs annually. Findings shall be recorded to the PM MWO.
At the correct location as confirmed by records/data.
Confirm Date and Equipment tags.
Piping is not strained.
No external damage or leaks are detected.
All Block valves around a PSV must be Car Sealed open.
Routine Maintenance PM of PSVs is referred to as “Inspection and Testing”.
Inspection Interval
Engineered and HGOR thermal PSV’s: every two years since date of last Inspection and Test.
All other thermal relief PSV on Field Launcher/Receiver installations: every four years since date of last Inspection and Test.
May be set on review of in-service performance. The MOC procedure shall apply.
The SAP Maintenance Plan’s cycle time, for each PSV, will start on the same day as when the PSV has been tagged with the Test and Date following Inspection and Testing.
PSV Removal and installation:
Caution! A PSV shall not be removed until properly tagged and identified except for the following case; an untagged PSV can only be removed if all three following conditions are met;
The PSV’s Serial number, manufacturer and the physical dimensions match the PSV information on the MWO
This condition has been communicated to the Foreman.
The Foreman has confirmed the untagged PSV can be removed.
If the PSV does not match the MWO information, the PSV must remain in location until it has been reviewed by Maintenance Planning.
When the PSV is removed, inlet and outlet piping shall be inspected for the presence of internal deposits, and records shall be kept of their condition.
If heavy fouling is observed, the cause for this condition shall be investigated and corrected to prevent reoccurrence. It is the responsibility of the Maintenance Department to address this concern.
Before a PSV is installed, the flanges on the mounting nozzle shall be thoroughly cleaned to remove any foreign material that may cause leakage.
Caution! Where PSVs are too heavy to be readily lifted by hand, the use of proper handling devices shall be used to avoid damage to gasket faces. Ring joint flanges shall be handled with extreme care so that the mating sections are not damaged.
Bolting shall be in accordance with ASME B31.3, ASME B31.4, or ASME B31.8 as applicable.
Flange bolt holes shall straddle the flange centre line. Stud bolt threads shall be lubricated with a graphite thread lubricant before installation of nuts.
Threaded pipe connections to a PSV shall be installed as shown on piping plans, sections, and isometrics.
Ends of pipe shall be cut square and reamed.
Threads shall be cut using thread cutting lubricant and shall be straight and to proper length.
Threads shall be wire-brushed to remove burrs.
All damaged or substandard threads shall be rethreaded.
All threaded connections shall be made up tight using tetrafluoroethylene (TFE) tape or approved equal on male threads only.
Threaded unions shall not be installed in straight runs but in offsets to facilitate installation and removal.
Transportation of PSVs
Caution! PSVs are delicate equipment and serve to protect Life and Property. Handle carefully to prevent damage.
PSV handling and transport shall comply with good workmanship and accepted industry practice. The PSV shall be treated as a delicate instrument as accurate function is critical to process safety. It is important to drive carefully and smoothly when transporting PSVs.
PSVs returned or taken to the field, will be transported and handled using the same degree of care and attention.
After removal, PSVs shall be transported upright and suitably supported to prevent rough handling to the PSV Shop. Flange faces shall be protected to prevent damage.
PSVs shall be stored away from heavy materials to prevent mechanical damage. Rough handling can change the pressure setting which could result in an inaccurate “As Found” pop test result.
PSV Identification and Shop Practice
On receipt of the PSV and relevant MWO, the technician will verify that the identification tag complete with equipment number has been applied by Maintenance Planning. Work will not start on the PSV without the MWO and equipment number.
New PSVs
E&C shall provide the relevant documents and coordinate with Maintenance Planning per (PSV Maintenance Planning Requirements for New Installations).
PSVs removed from Service or Storage
The PSV must be accompanied by the equipment number tag and the relevant MWO before work begins.
A Pop test is required after the PSV has been removed from service or storage at the end of the maintenance cycle. Test results shall be recorded in the PSV Shop Log Book. The Test Report will be completed, attached to the MWO, and returned to Maintenance Planning.
Batch PSVs
The Batch list will be created by Maintenance Planning.
The Batch number and quantity of PSVs shall be entered in the PSV Shop Log Book.
The Batch list shall be kept with the PSV Shop Log Book and can be used to track individual PSVs.
Field Operations shall record the equipment number and the Functional Location of Batch PSVs where removed and installed. This record shall be given to Maintenance Planning in a timely manner.
For PSVs removed and replaced with a spare
An MWO is created for a PSV requiring PM. In this case, the existing PSV in service shall be replaced with an available spare. The MWO shall be used to record both the movement of the spare PSV into the existing Functional Location and the Inspection and Testing of the PSV removed from service.
The PSV shop Technician shall add a “PSV Service Record” to the MWO document. The “PSV Service record shall show which PSV was removed for PM and which was installed into the existing location.
The MWO operations will identify when the SAP information is updated to show the movement of the spare PSV and identify the PM’ed PSV as a ready to go spare.
PSV Inspection and Testing
Three specific types of Inspection and Testing occurs for PSVs;
Pop Test – incoming test to verify SCE performance standard or pretest before installation.
Inspection and Testing – PSV Overhaul and recalibration with final testing.
Visual on-stream inspection – non intrusive and performed by the PSV owner.
Determining "As Found" Pop Pressure
This is carried out to determine the “As Found” relieving pressure the PSV. This is the actual relieving pressure that would have occurred in the Functional Location while in operation. These pop test results shall be used to classify and record to the Pressure Relief Valve Inspection / Test Sheet the “As Found” condition as Pass, Fail/Fix, or Fail”.
The correct medium must be used during testing i.e. water for PSVs in liquid service, air for PSVs in gas service.
If the PSV lifts at or within +3 / -10% of the set pressure, the condition is Pass.
If the PSV lifts outside the tolerance of +3 / -10%, the condition may either be Fail/Fix, or Fail. The testing pressure may be increased to a maximum of 120% of the set pressure.
If the PSV fails to lift at 120% of the set pressure, does not hold pressure, or must be replaced due to extensive damage or corrosion, the condition is Fail.
If the PSV lifts outside the +3 / -10 % but below 120% and holds pressure the condition is Fail/Fix.
Actual PSV Inspection and Testing
Shop Visual Inspection
An external inspection is carried out to determine the condition of the PSV from its PM. The results shall be recorded for future reference.
Dismantling of PSV
All PSV’s are dismantled, cleaned, and inspected except small “disposable” PSVs, i.e. Kingston Valve, Mat’l # 279540. These PSVs cannot be overhauled. They can only be retested. If found acceptable, they are retained for reuse, i.e. keep as spare. If they do not pass the calibration testing, they shall be scrapped.
Cleaning and Inspection of Parts
The individual components / parts of the Pressure Relief/Safety valve will be cleaned and inspected.
All components / parts found out of tolerance or specification shall be restored as permitted by the OEM or replaced with new.
All new parts fitted will be in accordance with the OEM specifications.
Reassembly of PSV
After inspection and cleaning the PSV will be assembled and tested.
Calibration / Final Testing
Testing requirements shall be as defined on the Pressure Relief Valve Inspection / Test Sheet.
Three test shall be performed to record the lifting and reset pressures. The lift pressure of each test must be within +/- 3% of the set pressure. Test results shall be record to the Pressure Relief Valve Inspection / Test Sheet.
One leakage test shall be performed as defined on and recorded to the Pressure Relief Valve Inspection / Test Sheet when practical. Leak test shall not be performed on small “disposable” PSVs.
A PSV Test and Date tag shall be attached to the PSV after final testing.
PSV Test and Date Tag
The Test and Date tag shall be attached to the PSV by the PSV Shop Technician after final Inspection and Testing are completed.
If the PSV is pop tested after 28 days, the PSV shall not be re-tagged. However, the pop test shall be recorded to the Pressure Relief Valve Inspection / Test Sheet in the MWO. The existing Test Date tag shall remain in place until the PSV is again Inspected and Tested.
The PSV Test and Date tag shall reference in the following order;
Start of the Maintenance Plan/Cycle = Date of final Inspection and testing as Day-Month-Year; e.g. 09-09-11 or 09-SEPT-09
Maintenance Plan/Cycle; e.g. 4Y = 4 year.
Set pressure; e.g. 75 PSI
The complete information will look like; e.g.
2Y 75 PSI
or
09 SEPT 11 2Y 75 PSI
The technician is responsible to advise the tag Test Date to Maintenance Planning within 24 hours of placing this tag on the PSV. The Test Date is the reference start time for the Maintenance Plan/Cycle to become ACTIVE.
The Test Date tag is to be removed only after the In-coming (at the end of the MP or when failed in service/storage) Pop Test is completed. The technician is to inform Maintenance Planning of the Date when the tag was removed to INACTIVE the Maintenance Plan/Cycle.
PSV Storage
An inventory of overhauled PSVs is available in the PSV shop. Each of the spare PSVs is tagged with the SAP Equipment Number and Test and Date.
The storage life for a spare PSV is defined by the cycle time in the Maintenance Plan. The PSV may be used up until the end of cycle time regardless if the valve has been in service or left in storage. At the end of the cycle time, the PSV must undergo Inspection and Testing. Following conditions apply:
If the PSV is to be kept in the PSV shop or any other storage location, the PSV shall have this functional location defined on the Maintenance Plan. The technician and or owner of the valve is to confirm this to Maintenance Planning.
PSVs not immediately used, have up to and including 28 days after date of Inspection and Overhaul (Test and Date tag) before they must be again pop tested once.
The PSV Test and Date cannot be post dated. This shall be the same date as the Inspection and Test.
CAUTION! Before any PSV or Spare PSV is returned to service a visual inspection to verify cleanliness of visible internal component shall be completed. If the PSV has not been used within 28 days from the date of the Date tag, the PSV must be pop tested one time.
Training
Only trained personnel will be authorized to work on Pressure Safety PSVs.
Refresher training for technicians shall be provided every two years.
A qualified third party company shall be contracted to administer this training.
The training shall incorporate all references to this procedure and the API standards mentioned.
Training records shall be maintained by the Maintenance Training Coordinator.
DOCUMENTATION / RECORDS KEEPING
E&C is responsible for ensuring that the PSV is designed to perform the required function. E&C will prepare the Purchase Requisition and ensure any ordered PSV will have spare parts and all the necessary technical documents.
Original PSV documentation will be filed and controlled in the E&C Document Control Library.
For each PSV in service, a complete, permanent record shall be kept by the Maintenance Department. The record of each device should include its specification data and historical records of Inspection and Test results (This will include CDTP if applicable, and service medium).
After inspection PSV will be installed at a specific location. The identification data of this location should be such that it matches the P&ID engineering requirement of that location.
A “PSV LOG BOOK” will be maintained by the PSV Test Shop to record testing. This log book is an additional reference which will not substitute the whole record keeping process.
PSV Maintenance Planning Requirements for New Installations
- When a new PSV is received by Logistics for a project, it is forwarded to the end user (in most cases E&C Department). The original of the technical documentation must be give to E&C Document Control.
When a new PSV is received by Logistics for inventory replenishment, it is retained in stock until withdrawn by Maintenance.
The end user takes it to Maintenance Department for Pop testing or Inspection and Testing.
The requester for new PSV testing, shall provide a copy of all the required technical documentation about this new PSV to the Maintenance Planning Dept. The PSV shall be accompanied with its pertinent P&ID drawing indicating the location of the PSV.
Maintenance Planning shall give new PSVs an SAP equipment number and input all the PSV data as per the Specification Sheet into SAP. SAP equipment number is unique to the PSV serial number and is the only method of tracking the history of a PSV.
Engraved stainless steel tags will be attached to the PSV. Maintenance Planning attaches a tag which indicates SAP equipment number. Maintenance PSV Shop attaches another tag indicating set pressure and calibration date.
A MWO is created for Maintenance PSV Shop to conduct a Pop Test or Inspection and Test as per (PSV Inspection and Testing) as applicable. Disposable PSVs cannot be Inspected and Tested, so they are only Pop tested. Typical PSVs are not Pop tested as they can be Inspected and Tested (Overhauled).
Test results shall be recorded in the PSV Shop Log Book. The Pressure Relief Valve Inspection / Test Sheet shall be completed and the PSV tagged with the test date. The Pressure Relief Valve Inspection / Test Sheet is attached to the MWO, and returned to Maintenance Planning with the PSV. The end user collects the PSV from the Maintenance Planning office or Maintenance PSV shop.
Maintenance Planning will assign the relevant PM or maintenance plan for;
- Inspection and Testing of the PSV based on the proper inspection interval.
Annual (12 month) Visual Inspections
If required, Maintenance Planning will assign a storage location to the PSV pending the PSV installation into its final Functional Location.
CAUTION! Before any PSV or Spare PSV is returned to service a visual inspection to verify cleanliness of visible internal component shall be completed. If the PSV has not been used within 28 days from the date of the Date tag, the PSV must be pop tested one time.
- All PSV’s shall be installed as specified and in accordance with P&ID and piping drawings, installation details, and established Safe Work Practices and Procedures. Upon installing a PSV, the installing Department must advise Maintenance Planning of the SAP equipment number and the Functional Location. Planning will transfer the PSV into the new Functional Location in SAP. This will ensure the location of the PSV is known when the next PM of the PSV is scheduled.
The requirements for transporting and installation of PSVs is given (PSV Removal and installation & Transportation of PSVs).
The E&C Department shall install new PSVs into their Functional Location (new project or ESR).
The Maintenance Department shall remove, install or replace existing PSVs except for Batch PSVs.
The Production Department shall remove and install Batch PSVs. Maintenance will supervise this activity to insure compliance with Handling and Transportation of PSVs
Maintenance Planning is responsible to determine the remaining cycle time before installing a Spare PSVs. The Spare PSV are generally installed within 1 months of the test date. PSVs which have been in storage for a long time may require the Maintenance Planner to schedule Inspection and Test prior to installation. See PSV Storage
Operation
- When pressure equipment is handed over to Owner Department, a series of checks need to be made prior to commissioning the equipment. PSVs are an essential part of the Process Safety Management system and the PSV installation, whether it is newly installed or reinstalled after maintenance work, should be checked prior to commissioning.
PSV piping components including upstream and downstream block valves should be checked and car sealed open and the by-pass PSV must be car seal closed prior to commissioning.
Visual on-stream inspections shall be performed.
PSVs shall not be isolated or removed from operating pressurized equipment unless specially authorized to do so. In this case, if the PSV must be removed, an Impairment Permit must be completed and approved.
Prior to Maintenance work on a PSV, the pressurized equipment shall be isolated completely from the process, by blocking in the isolation valves per Lock Tag and Try Procedure.
Prior to removing the PSV, the inlet block valve shall be closed before the outlet block valve is closed. The PSV must then be depressurized before the PSV is removed.
Types of Maintenance
The Visual On-Stream inspection is to verify the PSV condition. At minimum, the following activity shall be performed on all PSVs annually. Findings shall be recorded to the PM MWO.
At the correct location as confirmed by records/data.
Confirm Date and Equipment tags.
Piping is not strained.
No external damage or leaks are detected.
All Block valves around a PSV must be Car Sealed open.
Routine Maintenance PM of PSVs is referred to as “Inspection and Testing”.
Inspection Interval
Engineered and HGOR thermal PSV’s: every two years since date of last Inspection and Test.
All other thermal relief PSV on Field Launcher/Receiver installations: every four years since date of last Inspection and Test.
May be set on review of in-service performance. The MOC procedure shall apply.
The SAP Maintenance Plan’s cycle time, for each PSV, will start on the same day as when the PSV has been tagged with the Test and Date following Inspection and Testing.
PSV Removal and installation:
Caution! A PSV shall not be removed until properly tagged and identified except for the following case; an untagged PSV can only be removed if all three following conditions are met;
The PSV’s Serial number, manufacturer and the physical dimensions match the PSV information on the MWO
This condition has been communicated to the Foreman.
The Foreman has confirmed the untagged PSV can be removed.
If the PSV does not match the MWO information, the PSV must remain in location until it has been reviewed by Maintenance Planning.
When the PSV is removed, inlet and outlet piping shall be inspected for the presence of internal deposits, and records shall be kept of their condition.
If heavy fouling is observed, the cause for this condition shall be investigated and corrected to prevent reoccurrence. It is the responsibility of the Maintenance Department to address this concern.
Before a PSV is installed, the flanges on the mounting nozzle shall be thoroughly cleaned to remove any foreign material that may cause leakage.
Caution! Where PSVs are too heavy to be readily lifted by hand, the use of proper handling devices shall be used to avoid damage to gasket faces. Ring joint flanges shall be handled with extreme care so that the mating sections are not damaged.
Bolting shall be in accordance with ASME B31.3, ASME B31.4, or ASME B31.8 as applicable.
Flange bolt holes shall straddle the flange centre line. Stud bolt threads shall be lubricated with a graphite thread lubricant before installation of nuts.
Threaded pipe connections to a PSV shall be installed as shown on piping plans, sections, and isometrics.
Ends of pipe shall be cut square and reamed.
Threads shall be cut using thread cutting lubricant and shall be straight and to proper length.
Threads shall be wire-brushed to remove burrs.
All damaged or substandard threads shall be rethreaded.
All threaded connections shall be made up tight using tetrafluoroethylene (TFE) tape or approved equal on male threads only.
Threaded unions shall not be installed in straight runs but in offsets to facilitate installation and removal.
Transportation of PSVs
Caution! PSVs are delicate equipment and serve to protect Life and Property. Handle carefully to prevent damage.
PSV handling and transport shall comply with good workmanship and accepted industry practice. The PSV shall be treated as a delicate instrument as accurate function is critical to process safety. It is important to drive carefully and smoothly when transporting PSVs.
PSVs returned or taken to the field, will be transported and handled using the same degree of care and attention.
After removal, PSVs shall be transported upright and suitably supported to prevent rough handling to the PSV Shop. Flange faces shall be protected to prevent damage.
PSVs shall be stored away from heavy materials to prevent mechanical damage. Rough handling can change the pressure setting which could result in an inaccurate “As Found” pop test result.
PSV Identification and Shop Practice
On receipt of the PSV and relevant MWO, the technician will verify that the identification tag complete with equipment number has been applied by Maintenance Planning. Work will not start on the PSV without the MWO and equipment number.
New PSVs
E&C shall provide the relevant documents and coordinate with Maintenance Planning per (PSV Maintenance Planning Requirements for New Installations).
PSVs removed from Service or Storage
The PSV must be accompanied by the equipment number tag and the relevant MWO before work begins.
A Pop test is required after the PSV has been removed from service or storage at the end of the maintenance cycle. Test results shall be recorded in the PSV Shop Log Book. The Test Report will be completed, attached to the MWO, and returned to Maintenance Planning.
Batch PSVs
The Batch list will be created by Maintenance Planning.
The Batch number and quantity of PSVs shall be entered in the PSV Shop Log Book.
The Batch list shall be kept with the PSV Shop Log Book and can be used to track individual PSVs.
Field Operations shall record the equipment number and the Functional Location of Batch PSVs where removed and installed. This record shall be given to Maintenance Planning in a timely manner.
For PSVs removed and replaced with a spare
An MWO is created for a PSV requiring PM. In this case, the existing PSV in service shall be replaced with an available spare. The MWO shall be used to record both the movement of the spare PSV into the existing Functional Location and the Inspection and Testing of the PSV removed from service.
The PSV shop Technician shall add a “PSV Service Record” to the MWO document. The “PSV Service record shall show which PSV was removed for PM and which was installed into the existing location.
The MWO operations will identify when the SAP information is updated to show the movement of the spare PSV and identify the PM’ed PSV as a ready to go spare.
PSV Inspection and Testing
Three specific types of Inspection and Testing occurs for PSVs;
Pop Test – incoming test to verify SCE performance standard or pretest before installation.
Inspection and Testing – PSV Overhaul and recalibration with final testing.
Visual on-stream inspection – non intrusive and performed by the PSV owner.
Determining "As Found" Pop Pressure
This is carried out to determine the “As Found” relieving pressure the PSV. This is the actual relieving pressure that would have occurred in the Functional Location while in operation. These pop test results shall be used to classify and record to the Pressure Relief Valve Inspection / Test Sheet the “As Found” condition as Pass, Fail/Fix, or Fail”.
The correct medium must be used during testing i.e. water for PSVs in liquid service, air for PSVs in gas service.
If the PSV lifts at or within +3 / -10% of the set pressure, the condition is Pass.
If the PSV lifts outside the tolerance of +3 / -10%, the condition may either be Fail/Fix, or Fail. The testing pressure may be increased to a maximum of 120% of the set pressure.
If the PSV fails to lift at 120% of the set pressure, does not hold pressure, or must be replaced due to extensive damage or corrosion, the condition is Fail.
If the PSV lifts outside the +3 / -10 % but below 120% and holds pressure the condition is Fail/Fix.
Actual PSV Inspection and Testing
Shop Visual Inspection
An external inspection is carried out to determine the condition of the PSV from its PM. The results shall be recorded for future reference.
Dismantling of PSV
All PSV’s are dismantled, cleaned, and inspected except small “disposable” PSVs, i.e. Kingston Valve, Mat’l # 279540. These PSVs cannot be overhauled. They can only be retested. If found acceptable, they are retained for reuse, i.e. keep as spare. If they do not pass the calibration testing, they shall be scrapped.
Cleaning and Inspection of Parts
The individual components / parts of the Pressure Relief/Safety valve will be cleaned and inspected.
All components / parts found out of tolerance or specification shall be restored as permitted by the OEM or replaced with new.
All new parts fitted will be in accordance with the OEM specifications.
Reassembly of PSV
After inspection and cleaning the PSV will be assembled and tested.
Calibration / Final Testing
Testing requirements shall be as defined on the Pressure Relief Valve Inspection / Test Sheet.
Three test shall be performed to record the lifting and reset pressures. The lift pressure of each test must be within +/- 3% of the set pressure. Test results shall be record to the Pressure Relief Valve Inspection / Test Sheet.
One leakage test shall be performed as defined on and recorded to the Pressure Relief Valve Inspection / Test Sheet when practical. Leak test shall not be performed on small “disposable” PSVs.
A PSV Test and Date tag shall be attached to the PSV after final testing.
PSV Test and Date Tag
The Test and Date tag shall be attached to the PSV by the PSV Shop Technician after final Inspection and Testing are completed.
If the PSV is pop tested after 28 days, the PSV shall not be re-tagged. However, the pop test shall be recorded to the Pressure Relief Valve Inspection / Test Sheet in the MWO. The existing Test Date tag shall remain in place until the PSV is again Inspected and Tested.
The PSV Test and Date tag shall reference in the following order;
Start of the Maintenance Plan/Cycle = Date of final Inspection and testing as Day-Month-Year; e.g. 09-09-11 or 09-SEPT-09
Maintenance Plan/Cycle; e.g. 4Y = 4 year.
Set pressure; e.g. 75 PSI
The complete information will look like; e.g.
2Y 75 PSI
or
09 SEPT 11 2Y 75 PSI
The technician is responsible to advise the tag Test Date to Maintenance Planning within 24 hours of placing this tag on the PSV. The Test Date is the reference start time for the Maintenance Plan/Cycle to become ACTIVE.
The Test Date tag is to be removed only after the In-coming (at the end of the MP or when failed in service/storage) Pop Test is completed. The technician is to inform Maintenance Planning of the Date when the tag was removed to INACTIVE the Maintenance Plan/Cycle.
PSV Storage
An inventory of overhauled PSVs is available in the PSV shop. Each of the spare PSVs is tagged with the SAP Equipment Number and Test and Date.
The storage life for a spare PSV is defined by the cycle time in the Maintenance Plan. The PSV may be used up until the end of cycle time regardless if the valve has been in service or left in storage. At the end of the cycle time, the PSV must undergo Inspection and Testing. Following conditions apply:
If the PSV is to be kept in the PSV shop or any other storage location, the PSV shall have this functional location defined on the Maintenance Plan. The technician and or owner of the valve is to confirm this to Maintenance Planning.
PSVs not immediately used, have up to and including 28 days after date of Inspection and Overhaul (Test and Date tag) before they must be again pop tested once.
The PSV Test and Date cannot be post dated. This shall be the same date as the Inspection and Test.
CAUTION! Before any PSV or Spare PSV is returned to service a visual inspection to verify cleanliness of visible internal component shall be completed. If the PSV has not been used within 28 days from the date of the Date tag, the PSV must be pop tested one time.
Training
Only trained personnel will be authorized to work on Pressure Safety PSVs.
Refresher training for technicians shall be provided every two years.
A qualified third party company shall be contracted to administer this training.
The training shall incorporate all references to this procedure and the API standards mentioned.
Training records shall be maintained by the Maintenance Training Coordinator.
DOCUMENTATION / RECORDS KEEPING
E&C is responsible for ensuring that the PSV is designed to perform the required function. E&C will prepare the Purchase Requisition and ensure any ordered PSV will have spare parts and all the necessary technical documents.
Original PSV documentation will be filed and controlled in the E&C Document Control Library.
For each PSV in service, a complete, permanent record shall be kept by the Maintenance Department. The record of each device should include its specification data and historical records of Inspection and Test results (This will include CDTP if applicable, and service medium).
After inspection PSV will be installed at a specific location. The identification data of this location should be such that it matches the P&ID engineering requirement of that location.
A “PSV LOG BOOK” will be maintained by the PSV Test Shop to record testing. This log book is an additional reference which will not substitute the whole record keeping process.
Last edited by arcpro on 28 May 2025, 14:59, edited 1 time in total.
-
- Site Admin
- Posts: 443
- Joined: 16 Mar 2010, 03:36
Re: PSVs maintenance practices & spare management
"The MWO shall be used to record both the movement of the spare PSV into the existing Functional Location and the Inspection and Testing of the PSV removed from service.
The MWO operations will identify when the SAP information is updated to show the movement of the spare PSV and identify the PM’ed PSV as a ready to go spare."
This is exactly I was looking for.
So SAP is required to be updated with this movement and how that can be done, what value to be updated?
The MWO operations will identify when the SAP information is updated to show the movement of the spare PSV and identify the PM’ed PSV as a ready to go spare."
This is exactly I was looking for.
So SAP is required to be updated with this movement and how that can be done, what value to be updated?
Ashfaq Anwer
-PetroStreet.com
-PetroStreet.com
Re: PSVs maintenance practices & spare management
Movement is recorded primarily in the certificate itself.
It is normal to move spares as and when required but with update of maintenance data.
It is normal to move spares as and when required but with update of maintenance data.
Re: PSVs maintenance practices & spare management
Detailed practices, these are.
One question:
Updating SAP for the current location of PSV with its equipment number, is this a real practice being followed?
To me, movement, yes, recorded in WO details and in the inspection certificate as well.
Updating the functional location with currently applied PSV may need a data change process, master data.
One question:
Updating SAP for the current location of PSV with its equipment number, is this a real practice being followed?
To me, movement, yes, recorded in WO details and in the inspection certificate as well.
Updating the functional location with currently applied PSV may need a data change process, master data.
arcpro wrote: 28 May 2025, 14:42 Look at the few pointers...
PSV Maintenance Planning Requirements for New Installations
- When a new PSV is received by Logistics for a project, it is forwarded to the end user (in most cases E&C Department). The original of the technical documentation must be give to E&C Document Control.
When a new PSV is received by Logistics for inventory replenishment, it is retained in stock until withdrawn by Maintenance.
The end user takes it to Maintenance Department for Pop testing or Inspection and Testing.
The requester for new PSV testing, shall provide a copy of all the required technical documentation about this new PSV to the Maintenance Planning Dept. The PSV shall be accompanied with its pertinent P&ID drawing indicating the location of the PSV.
Maintenance Planning shall give new PSVs an SAP equipment number and input all the PSV data as per the Specification Sheet into SAP. SAP equipment number is unique to the PSV serial number and is the only method of tracking the history of a PSV.
Engraved stainless steel tags will be attached to the PSV. Maintenance Planning attaches a tag which indicates SAP equipment number. Maintenance PSV Shop attaches another tag indicating set pressure and calibration date.
A MWO is created for Maintenance PSV Shop to conduct a Pop Test or Inspection and Test as per (PSV Inspection and Testing) as applicable. Disposable PSVs cannot be Inspected and Tested, so they are only Pop tested. Typical PSVs are not Pop tested as they can be Inspected and Tested (Overhauled).
Test results shall be recorded in the PSV Shop Log Book. The Pressure Relief Valve Inspection / Test Sheet shall be completed and the PSV tagged with the test date. The Pressure Relief Valve Inspection / Test Sheet is attached to the MWO, and returned to Maintenance Planning with the PSV. The end user collects the PSV from the Maintenance Planning office or Maintenance PSV shop.
Maintenance Planning will assign the relevant PM or maintenance plan for;Installation for New and Spare PSV’s
- Inspection and Testing of the PSV based on the proper inspection interval.
Annual (12 month) Visual Inspections
If required, Maintenance Planning will assign a storage location to the PSV pending the PSV installation into its final Functional Location.
CAUTION! Before any PSV or Spare PSV is returned to service a visual inspection to verify cleanliness of visible internal component shall be completed. If the PSV has not been used within 28 days from the date of the Date tag, the PSV must be pop tested one time.
Example; PSVs on a 2 year Cycle installed on the same date as Inspection and Testing will not to be overdue until 2 years and 3 months (per Safety Critical Equipment PM Deferment Procedure). If the spare PSV is installed 6 month after Inspection and Testing, the PSV can be in service for 21 months before it is overdue.
- All PSV’s shall be installed as specified and in accordance with P&ID and piping drawings, installation details, and established Safe Work Practices and Procedures. Upon installing a PSV, the installing Department must advise Maintenance Planning of the SAP equipment number and the Functional Location. Planning will transfer the PSV into the new Functional Location in SAP. This will ensure the location of the PSV is known when the next PM of the PSV is scheduled.
The requirements for transporting and installation of PSVs is given (PSV Removal and installation & Transportation of PSVs).
The E&C Department shall install new PSVs into their Functional Location (new project or ESR).
The Maintenance Department shall remove, install or replace existing PSVs except for Batch PSVs.
The Production Department shall remove and install Batch PSVs. Maintenance will supervise this activity to insure compliance with Handling and Transportation of PSVs
Maintenance Planning is responsible to determine the remaining cycle time before installing a Spare PSVs. The Spare PSV are generally installed within 1 months of the test date. PSVs which have been in storage for a long time may require the Maintenance Planner to schedule Inspection and Test prior to installation. See PSV Storage
Operation
Maintenance
- When pressure equipment is handed over to Owner Department, a series of checks need to be made prior to commissioning the equipment. PSVs are an essential part of the Process Safety Management system and the PSV installation, whether it is newly installed or reinstalled after maintenance work, should be checked prior to commissioning.
PSV piping components including upstream and downstream block valves should be checked and car sealed open and the by-pass PSV must be car seal closed prior to commissioning.
Visual on-stream inspections shall be performed.
PSVs shall not be isolated or removed from operating pressurized equipment unless specially authorized to do so. In this case, if the PSV must be removed, an Impairment Permit must be completed and approved.
Prior to Maintenance work on a PSV, the pressurized equipment shall be isolated completely from the process, by blocking in the isolation valves per Lock Tag and Try Procedure.
Prior to removing the PSV, the inlet block valve shall be closed before the outlet block valve is closed. The PSV must then be depressurized before the PSV is removed.
Types of Maintenance
The Visual On-Stream inspection is to verify the PSV condition. At minimum, the following activity shall be performed on all PSVs annually. Findings shall be recorded to the PM MWO.
At the correct location as confirmed by records/data.
Confirm Date and Equipment tags.
Piping is not strained.
No external damage or leaks are detected.
All Block valves around a PSV must be Car Sealed open.
Routine Maintenance PM of PSVs is referred to as “Inspection and Testing”.
Inspection Interval
Engineered and HGOR thermal PSV’s: every two years since date of last Inspection and Test.
All other thermal relief PSV on Field Launcher/Receiver installations: every four years since date of last Inspection and Test.
May be set on review of in-service performance. The MOC procedure shall apply.
The SAP Maintenance Plan’s cycle time, for each PSV, will start on the same day as when the PSV has been tagged with the Test and Date following Inspection and Testing.
PSV Removal and installation:
Caution! A PSV shall not be removed until properly tagged and identified except for the following case; an untagged PSV can only be removed if all three following conditions are met;
The PSV’s Serial number, manufacturer and the physical dimensions match the PSV information on the MWO
This condition has been communicated to the Foreman.
The Foreman has confirmed the untagged PSV can be removed.
If the PSV does not match the MWO information, the PSV must remain in location until it has been reviewed by Maintenance Planning.
When the PSV is removed, inlet and outlet piping shall be inspected for the presence of internal deposits, and records shall be kept of their condition.
If heavy fouling is observed, the cause for this condition shall be investigated and corrected to prevent reoccurrence. It is the responsibility of the Maintenance Department to address this concern.
Before a PSV is installed, the flanges on the mounting nozzle shall be thoroughly cleaned to remove any foreign material that may cause leakage.
Caution! Where PSVs are too heavy to be readily lifted by hand, the use of proper handling devices shall be used to avoid damage to gasket faces. Ring joint flanges shall be handled with extreme care so that the mating sections are not damaged.
Bolting shall be in accordance with ASME B31.3, ASME B31.4, or ASME B31.8 as applicable.
Flange bolt holes shall straddle the flange centre line. Stud bolt threads shall be lubricated with a graphite thread lubricant before installation of nuts.
Threaded pipe connections to a PSV shall be installed as shown on piping plans, sections, and isometrics.
Ends of pipe shall be cut square and reamed.
Threads shall be cut using thread cutting lubricant and shall be straight and to proper length.
Threads shall be wire-brushed to remove burrs.
All damaged or substandard threads shall be rethreaded.
All threaded connections shall be made up tight using tetrafluoroethylene (TFE) tape or approved equal on male threads only.
Threaded unions shall not be installed in straight runs but in offsets to facilitate installation and removal.
Transportation of PSVs
Caution! PSVs are delicate equipment and serve to protect Life and Property. Handle carefully to prevent damage.
PSV handling and transport shall comply with good workmanship and accepted industry practice. The PSV shall be treated as a delicate instrument as accurate function is critical to process safety. It is important to drive carefully and smoothly when transporting PSVs.
PSVs returned or taken to the field, will be transported and handled using the same degree of care and attention.
After removal, PSVs shall be transported upright and suitably supported to prevent rough handling to the PSV Shop. Flange faces shall be protected to prevent damage.
PSVs shall be stored away from heavy materials to prevent mechanical damage. Rough handling can change the pressure setting which could result in an inaccurate “As Found” pop test result.
PSV Identification and Shop Practice
On receipt of the PSV and relevant MWO, the technician will verify that the identification tag complete with equipment number has been applied by Maintenance Planning. Work will not start on the PSV without the MWO and equipment number.
New PSVs
E&C shall provide the relevant documents and coordinate with Maintenance Planning per (PSV Maintenance Planning Requirements for New Installations).
PSVs removed from Service or Storage
The PSV must be accompanied by the equipment number tag and the relevant MWO before work begins.
A Pop test is required after the PSV has been removed from service or storage at the end of the maintenance cycle. Test results shall be recorded in the PSV Shop Log Book. The Test Report will be completed, attached to the MWO, and returned to Maintenance Planning.
Batch PSVs
The Batch list will be created by Maintenance Planning.
The Batch number and quantity of PSVs shall be entered in the PSV Shop Log Book.
The Batch list shall be kept with the PSV Shop Log Book and can be used to track individual PSVs.
Field Operations shall record the equipment number and the Functional Location of Batch PSVs where removed and installed. This record shall be given to Maintenance Planning in a timely manner.
For PSVs removed and replaced with a spare
An MWO is created for a PSV requiring PM. In this case, the existing PSV in service shall be replaced with an available spare. The MWO shall be used to record both the movement of the spare PSV into the existing Functional Location and the Inspection and Testing of the PSV removed from service.
The PSV shop Technician shall add a “PSV Service Record” to the MWO document. The “PSV Service record shall show which PSV was removed for PM and which was installed into the existing location.
The MWO operations will identify when the SAP information is updated to show the movement of the spare PSV and identify the PM’ed PSV as a ready to go spare.
PSV Inspection and Testing
Three specific types of Inspection and Testing occurs for PSVs;
Pop Test – incoming test to verify SCE performance standard or pretest before installation.
Inspection and Testing – PSV Overhaul and recalibration with final testing.
Visual on-stream inspection – non intrusive and performed by the PSV owner.
Determining "As Found" Pop Pressure
This is carried out to determine the “As Found” relieving pressure the PSV. This is the actual relieving pressure that would have occurred in the Functional Location while in operation. These pop test results shall be used to classify and record to the Pressure Relief Valve Inspection / Test Sheet the “As Found” condition as Pass, Fail/Fix, or Fail”.
The correct medium must be used during testing i.e. water for PSVs in liquid service, air for PSVs in gas service.
If the PSV lifts at or within +3 / -10% of the set pressure, the condition is Pass.
If the PSV lifts outside the tolerance of +3 / -10%, the condition may either be Fail/Fix, or Fail. The testing pressure may be increased to a maximum of 120% of the set pressure.
If the PSV fails to lift at 120% of the set pressure, does not hold pressure, or must be replaced due to extensive damage or corrosion, the condition is Fail.
If the PSV lifts outside the +3 / -10 % but below 120% and holds pressure the condition is Fail/Fix.
Actual PSV Inspection and Testing
Shop Visual Inspection
An external inspection is carried out to determine the condition of the PSV from its PM. The results shall be recorded for future reference.
Dismantling of PSV
All PSV’s are dismantled, cleaned, and inspected except small “disposable” PSVs, i.e. Kingston Valve, Mat’l # 279540. These PSVs cannot be overhauled. They can only be retested. If found acceptable, they are retained for reuse, i.e. keep as spare. If they do not pass the calibration testing, they shall be scrapped.
Cleaning and Inspection of Parts
The individual components / parts of the Pressure Relief/Safety valve will be cleaned and inspected.
All components / parts found out of tolerance or specification shall be restored as permitted by the OEM or replaced with new.
All new parts fitted will be in accordance with the OEM specifications.
Reassembly of PSV
After inspection and cleaning the PSV will be assembled and tested.
Calibration / Final Testing
Testing requirements shall be as defined on the Pressure Relief Valve Inspection / Test Sheet.
Three test shall be performed to record the lifting and reset pressures. The lift pressure of each test must be within +/- 3% of the set pressure. Test results shall be record to the Pressure Relief Valve Inspection / Test Sheet.
One leakage test shall be performed as defined on and recorded to the Pressure Relief Valve Inspection / Test Sheet when practical. Leak test shall not be performed on small “disposable” PSVs.
A PSV Test and Date tag shall be attached to the PSV after final testing.
PSV Test and Date Tag
The Test and Date tag shall be attached to the PSV by the PSV Shop Technician after final Inspection and Testing are completed.
If the PSV is pop tested after 28 days, the PSV shall not be re-tagged. However, the pop test shall be recorded to the Pressure Relief Valve Inspection / Test Sheet in the MWO. The existing Test Date tag shall remain in place until the PSV is again Inspected and Tested.
The PSV Test and Date tag shall reference in the following order;
Start of the Maintenance Plan/Cycle = Date of final Inspection and testing as Day-Month-Year; e.g. 09-09-11 or 09-SEPT-09
Maintenance Plan/Cycle; e.g. 4Y = 4 year.
Set pressure; e.g. 75 PSI
The complete information will look like; e.g.
2Y 75 PSI
or
09 SEPT 11 2Y 75 PSI
The technician is responsible to advise the tag Test Date to Maintenance Planning within 24 hours of placing this tag on the PSV. The Test Date is the reference start time for the Maintenance Plan/Cycle to become ACTIVE.
The Test Date tag is to be removed only after the In-coming (at the end of the MP or when failed in service/storage) Pop Test is completed. The technician is to inform Maintenance Planning of the Date when the tag was removed to INACTIVE the Maintenance Plan/Cycle.
PSV Storage
An inventory of overhauled PSVs is available in the PSV shop. Each of the spare PSVs is tagged with the SAP Equipment Number and Test and Date.
The storage life for a spare PSV is defined by the cycle time in the Maintenance Plan. The PSV may be used up until the end of cycle time regardless if the valve has been in service or left in storage. At the end of the cycle time, the PSV must undergo Inspection and Testing. Following conditions apply:
If the PSV is to be kept in the PSV shop or any other storage location, the PSV shall have this functional location defined on the Maintenance Plan. The technician and or owner of the valve is to confirm this to Maintenance Planning.
PSVs not immediately used, have up to and including 28 days after date of Inspection and Overhaul (Test and Date tag) before they must be again pop tested once.
The PSV Test and Date cannot be post dated. This shall be the same date as the Inspection and Test.
CAUTION! Before any PSV or Spare PSV is returned to service a visual inspection to verify cleanliness of visible internal component shall be completed. If the PSV has not been used within 28 days from the date of the Date tag, the PSV must be pop tested one time.
Training
Only trained personnel will be authorized to work on Pressure Safety PSVs.
Refresher training for technicians shall be provided every two years.
A qualified third party company shall be contracted to administer this training.
The training shall incorporate all references to this procedure and the API standards mentioned.
Training records shall be maintained by the Maintenance Training Coordinator.
DOCUMENTATION / RECORDS KEEPING
E&C is responsible for ensuring that the PSV is designed to perform the required function. E&C will prepare the Purchase Requisition and ensure any ordered PSV will have spare parts and all the necessary technical documents.
Original PSV documentation will be filed and controlled in the E&C Document Control Library.
For each PSV in service, a complete, permanent record shall be kept by the Maintenance Department. The record of each device should include its specification data and historical records of Inspection and Test results (This will include CDTP if applicable, and service medium).
After inspection PSV will be installed at a specific location. The identification data of this location should be such that it matches the P&ID engineering requirement of that location.
A “PSV LOG BOOK” will be maintained by the PSV Test Shop to record testing. This log book is an additional reference which will not substitute the whole record keeping process.
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Re: PSVs maintenance practices & spare management
Thanks all for detailed inputs.
arcpro, the pointers were helpful.
arcpro, the pointers were helpful.
Ashfaq Anwer
-PetroStreet.com
-PetroStreet.com