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Back to Basics
Designing a
Process Flowsheet
oneies Piping and instrumentation diagrams belong to a family
tee of flowsheets that includes block flow diagrams and
process flow diagrams. Technology advances have
transformed these resources into intelligent documents,
capable of storing layers of digital information.
he appearance and form of piping and instrument of diagrams, using standard nomencirs and symbols
I ion diagrams (P&IDs) have changed litle over to filly desribe the process, Some regulatory agencies
son eene decades of ecology improvements. mandate ther we ring design a Pons oS wellas
Cpainenck 60 year agp onthe drawing board, sing, _thrughoutonging operations ne Users SN
ink pens on linen sheets, describes process the same way “The main purpose of each documents to convey the
ink Pens oie today using modem computer-aided design ight amount of process infOrmalens needed, during the
{CAD) software. P&IDs continue to be fundamental refer. various stages of the bidding, engineering, design, procure-
ences for any process facility. trent, consiruetion, operation, and decommissioning phases
“This article discusses what makes a good P&ID, and. of a facility's lifecyele.
tow technology ean improve its quality, usability and
effectiveness. Block flow diagrams
. “The beauty (and advantage) of a BED iis ability toout-
Flowsheets Line the complete process on litle more than a singe sheet.
eet Fovshest and odigramareofenwsedin, These diagrams usally een ‘organizational char,
Le aay raeeing and design applications. Alihough containing mainly text enclosed Wy Powe interconnecting
this terminology is not the most accurate way to describe Tines and the process commodities they transport, and Ow
P&IDs, itis suf cient to describe the overall family
of process-based diagrams 10 which P&Ds belong. aan
"The lock fow dlagram (BFD) (Figure 1) is 8 rea
very simple diagram that can condense an entire
process ontoas litle asa single sheet. More detailed rs payor Teal
Fatormation ean be found in the proces” ‘asc ti
diagram (PED), which is considered the precursor nat eee
eRCPEID, Tope, the PFD is sed by plant | aPSer A ncsher eS)
designers to conduct intial layout studies of — i Sa f
plant's process systems and major pipework. Since ll ee
eDeuee many ofthe same symbols as PSIDS, ik | | see, |
they allow viewers to more easily identify items and i soaks
pty ight kis in conto he BFD's cope 181 Peucoas,
standard block and line diagram, which emphasizes asses ba
the descriptions contained in those blocks.
or et fie dczipes_AVHW 1AM Toda emia ena ve
CEP Hay 2009 wmnachncriece, 1Back to Basics
arrows to indicate processflow directions. + clear labels illustrating function (since no equipment or
‘A good BED typically contains the following: package numbers appear on this document)
‘large individual pieces of equipment, or equipment + the order of process. ow arranged fiom left to right
aspartata combined process, that ae denoted by 2single and, fpesible, with gravity bias, te, ifhydracarbons are
symbol, typically a rectangle shown entering a separation process, then gas leaving the
‘process should be shown exiting from
the top of the block and condensate
from the bottom
~ Fines finking equipment or pro-
cesses to show ow direction
+ wherever more than one line leaves
a process, then the processed com-
‘modity in each line should be clearly
marked.
Process flow diagrams
Process ow diagrams (Figure 2) *
carry more information than the block
‘ow diagrams from which they are
derived, They show more detail about
geaensat¢ } major equipment and subsystems and
the ow of product between them.
EDs include information on the
ottshore
Platform
Offshore Pipeline
Onshore
A Figure 2. Paces low dagrams lutrate major quipment and subsystems andthe podct How
betwen tem. .
v-3001
PIG LAUNCHER
Ba HGGS_[ SE] PROCESS fe INSTROWENT DIAGRAM
Sm iG SPHERE LAUNCHER
oe @
‘A igure 3A piping and nstrmenaton dara sods san imprtanteleence hl is sf at any tage othe rose Meni
AS wwnscrecegicen ey2009 CBFpressures and temperatures of feed and product Finest and
Fm all major pieces of equipment, such as vessels, tanks,
heat exchangers, purnps, et. Also indicated are main head-
‘rs and points of pressure, temperature and ow contol,
plus the main shutdown points in te system.
‘For rotating equipment, PFDS carry important informa-
tion, uch as pump capacities and pressure heads, and pump
fand compressor horsepower For tanks, vessels, columns,
eachangers ete design pressures and temperatures are offen
shown for clarity
"Atypical PED shows the following items:
«process piping
+ process. ow direction
‘tnajor equipment represented by simpli ed symbols
+ major bypass and recirculation lines
+ control and process-ritcal valves
+ processes identi ed by system name
+ system ratings and operational values
+ compositions of ids
+ connections between systems.
piping and instrumentation diagrams
‘AD&D (Figure 3) carries a wealth of information that
spans engineering disciplines to de ne a process. Its the
best way of accurately documenting the operation of @ pro-
cess and itis truly a coordinating document.
PéelDs ae also required health and safety documents,
The US. Dept. of Labor's Occupational Safety and Health
‘Adminisiration (OSHA) mandates that P&UDs be aocurate
‘and Kept up--date throughout the life ofthe plant As a
result, P&IDs take center stage in discussions of plant and
process operations and product lifecycle :
management. ”
'P&IDs take the conceptual aspects of the
PED and expand them by adding:
+ detailed symbols
+ detailed equipment information
* equipment order and process sequence
{process and utility (non-provess) piping
+ process. ow direction
+ major and minor bypass lines
‘line numbers, pipe speci cations, and
pipe sizes
+ isolation and shutoff valves
‘maintenance vents and drains
+ relief and safety valves
+ instrumentation
+ controls
+ types of process component
connections
+ vendor and contractor interfaces
+ skid and package interfaces
Tene
+ lydrostate vents and drains
+ design requirements for hazardous operations.
Standards and rules
PAUIDs are prepared according to a set of rules estab-
Tished to maximize the documents’ usefulness. Standard
symbols that are easly recognized must be used to repre-
sent the items on a P&ID. Each line, instrument, pieve of
‘equipment, et, (Figures 4-6), must be labeled using speci ¢
Conventions of nomenclature, These rules may seem strange
Sind complicated, but, like-any new language, one learned,
they becomes second nature.
"To demonstrate the use and importance ofthese
rules, let's look at three of the most important named
items On atypical P&ID: equipment, process lines, and
instrumentation.
Equipment designation
Equipment numbering allows instant identi cation of
‘equipment by its unique number. For example, an equipment
{dent ermay consistofaletierand_ ve numerals 28.
00000. The leter designates the type of equipment, such
js: V= vessel, E= heat exchanger, HIE= heater (cecrica),
P= pump,andT=tank, The 1st two numerals could be
ine system code, for example: 30 ~ process gas, 60 = fuel
tos, and 33 ~ gas dehydration The nal three numerals ae
Sequential identi cation number, from 001 10999.
“Thuis, piece of equipment identi ed as V-30456 isa
sescel(V) inthe gas processing service (30), and is uniquely
indenti ed with a sequential number of 456.
za
Sz
il
Honaona Vessel Pate sump
mh Boot scum = Pump
et
i )
Heat Eenangee
tate pe) Exchanger
‘A Figure 4 Sota onsets can bo universally understood, tie equipment configations
‘ive ttn andardzed enupment symbols and numeric means of ierteton.
CEP 19/2009 wumacreciyen 17Back to Basics
—fi—
eas
amo a
=
ane
= eee
7 ‘ ‘Spectacle Blind - Open
ici
—
—k+— 4
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aad ee
i
B-PG-80467-DIA-P
‘A Figure (op), Wen recess and instrument nes cross, thoy are
broken bases on hearty.
Figure 6 (mide), Line are broken where inne symbols are inset into
aw ine,
Figute7 (baton). lstrument loops show instruments working topetier
AB vorasicranigicoy Mey2009 CEP
Line designation
‘Similar nomenclature rules apply
| to process and utility tines (Figure 5),
| which are accompanied by an iden-
__| i cation number, such as 00°-XX-
(00000-XOX-X0". These elds convey
~a-wealth of information ata glance. In
this example, the rst elds the ine
size (¢g..24). Tis is followed by 10
letters that indicate the process com-
‘modity in the line — for example, VA
ent, CU = condensate, PG = process
hydrocarbons gas, ete. The third eld is
‘4 ve-digit number, the rsttwoa gas
system code (30= process gas, 60 = fuel
gas, and 33 = gas dehydration) andthe
last three a sequential identi er from 001 to 999. The next
segment is an alphanumeric sequence indicating the type
fof pipe speci cation (XOX), (ef, Al, BIB, DIA, etc
“The last segment designates insulation information, with &
letter indicating class (e.g, P= personnel protection, H=
heat conservation, and T= tracing, followed by a number
indicating thickness (e.1).
“Thus, a line labeled 24°-PG-30123-D1A-PI" is a24-in~
pipe carrying gaseous process hydrocarbons (PG) in the
process gas syste (30) with a unique ienti cation number
5 123: the line is to be designed to piping speci cation
DIA with L-in-thick personnel protection insulation,
Instrument lines
Instrument fines show both the ow of information
betsveen instruments and how that signal is passed from
instrament to instrument, Examples of different signal lines
include equipment-o-instrument connection lines, electrical,
‘hydraulic, pneumatic, capillary, etc. These use various solid
and dashed Iines or have particular modi ers added to them
to denote their service.
Instrument designations
Instrument nomenclature is Very complicated, but once
mastered, can become intuitive. Instrument balloons contain
two main identi ers: the top indicates the role of the instru-
ment (Table 1), and the bottom is a unique identi cation
‘number that could also display the instrument's process
service. By looking ata combination of these top and bot-
‘tom strings, one can easily determine the instrument loop to
‘which the instrument belongs.
“The instrument nomenclature that appears in the top
portion ofan instrument balloon has between two and four
letters which de ne its function. The rst letter describes
‘what factor of the process itis measuring or indicating (e.g.
pressure, mperature, level, ow, etc). These measuring orindicating factors are denoted by a single letter (in this case,
PT, Land F, respectively).
ifthe next eter isthe las letter, it typically indicates
cither its passive function (.g. indicator), or is ouspat
finan (eg, switch), So, Pl represents « pressure indicator,
LC level controller, and TS « temperature switch, How
ver the second letter isnot always the lst letter, and this is
‘where things get tick.
“The sesnd llterean be a modi erofthe rst letter. For
instance, Tis a temperaire indicator. To show thatthe indi
ator was measuring temperature differentials instead ofthe
etal temperature, D is added as a modi er to yield TDI.
Modi ers are always placed before the passive or output
function, 90 TID would be incorrect.
itis possible to have both passive and output funetons ia
the same instrument. Fr example, PDIC represents apres
sure differential indicating controller.
“The letters after the nal pasive or output function can
label the ange ofan instrument. LSH denotes a level switch
high, whereas LSHH (level switch high high points to @
level switch working ata higher id level than LSH.
‘Sometimes, text may be placed outside the instrument
‘lloon to indicate the range of operation ofan instrument
Inthe instrument loop example in Figure 7, PICA (the prs:
sue indicating controller alan) operates in both the high
tnd low range, indicated by the Hand L placed just outside
the instrument balloon,
Instrument loops. Since instruments work mostly in
‘eoncert with other instruments, and serve asa vital part
of contolling and monitoring facility, its important to
identify which process control group each belongs 0. These
‘groupings are kriown as instrument loops. By looking a the
combination ofthe top and bottom strings in the instrament
designation, one can determine the instrument loop to which
the instrument belongs.
Instrument loops (Figure 7) are also conveyed on the
PAID. The instrument loop nunuber ident es items that
‘work together or ae to be used in concert. Looking a the
txamples above, it is tempting to assume that 30302 is the
Joop number for both PIC-30302 and LSHEY-303025 this
‘would be a mistake, Both share the same process system
code (30) and have the same sequential number (302), but
because their measuring and indicating services are differ
eat, they cannot be considered to be inthe same loop —
PIC-30302 is part ofa pressure loop 30302, whereas
LSHH-30302 is part of a level loop 30302. Therefor, it
‘would be more accurate to identify them as loop P-30302
and loop L-30302, respectively.
Standard symbols
Itis important to use symbols that cleaey identify the
equipment lines and inline items that appear on P& IDs.
PEE oe Rena
aes a
eto
a1 ee
So ee
‘PSX Y ¥ Extra ‘Low
et ee
St See pe
SS ee
PC y | Gontrover
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ee
ete
ae So"
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2 ie
[Although no two companies use exactly the same symbols,
they are generally easily recognized.
‘PAID symbols, even those used in CAD systems, are
derived from the symbol stencils developed for a
0.125-in, grid and used on the drawing board. These
GER Hy 2002 wornatcroorycen 1DBack to Basics
symbols, especially frequently drawn inline symbols such as,
valves (Figure 8), are usually adltive. For example, gate
valve is represented by two triangles with rouching apexes,
{bal valve by agate valve symbol with an open circle in
the center of the valve; a globe valve by a gate valve with a
‘locked-in cirele ints center, and soon.
Modi ers are used extensively in P&IDs to create
mohipe symbols without “re-inventng the wheel.” This
makes the addition of afew lines oracitele to a standard
symbol ove of the easiest ways to differentiate between
{wo items on a PRID. Examples of equipment modi ers
are the addition of ers, vanes or mist eliminators to
‘eels and the addition of tubes to exchangers. Instrument
symbols (Figure 9) make the best (and most extensive)
tse of modi ers. When used in concert with nomenclature
‘modi ers, instrument balloons indicate not only an
instruments function, but also its type and location, (e.g.
Foca, local panel, belinda local panel, control pane, et.)
and the type of indication (eg. local lamp or control pane!
Jamp, et).
pd
ate
bad
VW
Diagtag
es
im
Closed
ost
Local
Panel
Front
{Figure 8 (top). Since F8NDs typically conan iformtion on ipng stems, block ves
{et and cont! valves (igh have thelr own standard ses of symbols.
Figure 9 (bottom). PIDs depict these commen instrument yes.
ZO wnuaiiecwiee May 2000 CEP
Computer-aided design
‘Since P&IDs consist mainly offines, ares and standard
symbols, CAD systems are ideal for producing them. CAD-
produced P&IDs are far more lesible than their hand-drawn
counterparts, with the added bene t of being easier to update
and maintain,
‘Another bene t of using CAD tools to produce P&IDs
isthe ability to automate much of the drafting functional-
ity Such functionality includes the ability to automaticaly:
break process lines when they cross; remove a section of a
process line when a vale is inserted, or close a line when 2
valve is removed: check that a valve is the same sizeas the
line into which itis being inserted; make global changes,
such as changing the sizeof a line (with a prompt asking if
those changes should be applied to al inline components),
‘and change line types without redrawing.
Intelligent P&IDs. There are many de nitions of intel
Jigent P&IDs (Figure 10), which range from delivering some
of the drafting enhancements mentioned above, to P&IDs
Tinked to 3-D models. Here we will de ne an intelligent
PAID as one whose components carry extra information
‘that cannot be seen by looking at the printed
‘dmwing, For example, looking at valve on a
P&ID may reveal its size, tag, and speci ca
tions (and its type, due tothe symbol used),
‘but on an intelligent P&ID, the valve could
also have additional background informa-
tion attached toi, such as vendor name, pat
‘urnber, material of construction, port size,
top works, ete. Similarly, operating pressures
and temperatures and design pressures and
temperatures could be added tothe Fines that
represent process piping. :
This addition of extra information for each
‘component makes the PID even more valu-
‘able, Intelligent PIDs allow users to store
and extract a wealth of information that could
be useful throughout the life ofthe project,
such a line lists, bills of material, valve counts
and equipment and instrument lists.
Speci cation-driven P&IDs, One bene t
‘fusing CAD for 3-D plant design is the abil-
ity to perform speci cation-driven designs.
Once a designer ses the size and piping speci-
cation for lie, to ensure accuracy, the CAD
system checks the piping specication each
time a component is selected for placement
into a line. This ensures that someone does
not place a carbon steel welded tee in a stan
less steel line or use a non-reinforced stub-in
branch connection where a welded reducing,
tees speci ed
Locat
Panel
ackmura Foue
sonves
Dateieesie
ping Tenge
‘a Figure 10. Inteligen PalDs contin adctora Information that snot accessible or apparent rom apie PED.
‘Although there are many things that do not need to
be indicated on & PID, there are still bene ts to having
P&IDs that, like 2 3-D model, are speci cation-criven. With
speci cation-driven P&IDs, users can set pipe sizes and
speci cations, and place items into process lines with the
knowledge that these inserted items are correct. With this
capability, they know that they are receiving the same be
€ ts as their downstream colleagues and delivering more-
accurate lists and reports much earlier in the engineering and
design process.
‘Amore-signi cant bene tof'aspeci cation-driven
PAID that uses the same data as a3-D model is that 3-D
designers can verify their designs against the P&ID. This
allows line checks to be performed mach more quickly.
‘Another bene tof speci cation-driven P&IDs is that,
in some systems, the 3-D designer can have both the P&ID
and the model displayed on the compater sereen at the same
time, and can drag-and-drop a valve or other inline item
from the P&LID directly into the model. Doing this ensttes
that the designer has the atest information, and thatthe
system checks whether the item is in the model.
‘The ability to make these integrity checks at any time
during the design process, performed by those creating the
design, isa large step toward leveraging the power of P&IDs
and all ofthe information associated with them,
In closing
P&IDs have always been very valuable and useful tools,
‘yet ithas taken modem technology to release their true
potential, P&IDs are no longer limited to holding informa-
tion that only skilled CAD operators can access. Take a fresh
look at your P&ID systems, and you might nd that, for just
alittle more effort they can be used to their fll potential in
the design process.
DN
‘VoRNEL WALKER the mating manages fo COADE (Phan 28)
posts; emake waerBroseecom, Website: wnicoade