DEP SPECIFICATION

PIPELINE TRANSPORTATION SYSTEMS - PIPELINE

VALVES (AMENDMENTS/SUPPLEMENTS TO ISO 14313)

DEP 31.36.00.30-Gen.

February 2012

DESIGN AND ENGINEERING PRACTICE

DEM1

© 2012 Shell Group of companies

All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, published or transmitted, in any form or by any means, without the prior
written permission of the copyright owner or Shell Global Solutions International BV.
 DEP 31.36.00.30-Gen.
February 2012
Page 2

PREFACE

DEP (Design and Engineering Practice) publications reflect the views, at the time of publication, of Shell Global
Solutions International B.V. (Shell GSI) and, in some cases, of other Shell Companies.
These views are based on the experience acquired during involvement with the design, construction, operation and
maintenance of processing units and facilities. Where deemed appropriate DEPs are based on, or reference
international, regional, national and industry standards.
The objective is to set the standard for good design and engineering practice to be applied by Shell companies in oil and
gas production, oil refining, gas handling, gasification, chemical processing, or any other such facility, and thereby to
help achieve maximum technical and economic benefit from standardization.
The information set forth in these publications is provided to Shell companies for their consideration and decision to
implement. This is of particular importance where DEPs may not cover every requirement or diversity of condition at
each locality. The system of DEPs is expected to be sufficiently flexible to allow individual Operating Units to adapt the
information set forth in DEPs to their own environment and requirements.
When Contractors or Manufacturers/Suppliers use DEPs, they shall be solely responsible for such use, including the
quality of their work and the attainment of the required design and engineering standards. In particular, for those
requirements not specifically covered, the Principal will typically expect them to follow those design and engineering
practices that will achieve at least the same level of integrity as reflected in the DEPs. If in doubt, the Contractor or
Manufacturer/Supplier shall, without detracting from his own responsibility, consult the Principal.
The right to obtain and to use DEPs is restricted, and is typically granted by Shell GSI (and in some cases by other Shell
Companies) under a Service Agreement or a License Agreement. This right is granted primarily to Shell companies and
other companies receiving technical advice and services from Shell GSI or another Shell Company. Consequently, three
categories of users of DEPs can be distinguished:
1) Operating Units having a Service Agreement with Shell GSI or another Shell Company. The use of DEPs by
these Operating Units is subject in all respects to the terms and conditions of the relevant Service Agreement.
2) Other parties who are authorised to use DEPs subject to appropriate contractual arrangements (whether as part
of a Service Agreement or otherwise).
3) Contractors/subcontractors and Manufacturers/Suppliers under a contract with users referred to under 1) or 2)
which requires that tenders for projects, materials supplied or - generally - work performed on behalf of the said
users comply with the relevant standards.
Subject to any particular terms and conditions as may be set forth in specific agreements with users, Shell GSI
disclaims any liability of whatsoever nature for any damage (including injury or death) suffered by any company or
person whomsoever as a result of or in connection with the use, application or implementation of any DEP, combination
of DEPs or any part thereof, even if it is wholly or partly caused by negligence on the part of Shell GSI or other Shell
Company. The benefit of this disclaimer shall inure in all respects to Shell GSI and/or any Shell Company, or companies
affiliated to these companies, that may issue DEPs or advise or require the use of DEPs.
Without prejudice to any specific terms in respect of confidentiality under relevant contractual arrangements, DEPs shall
not, without the prior written consent of Shell GSI, be disclosed by users to any company or person whomsoever and
the DEPs shall be used exclusively for the purpose for which they have been provided to the user. They shall be
returned after use, including any copies which shall only be made by users with the express prior written consent of
Shell GSI. The copyright of DEPs vests in Shell Group of companies. Users shall arrange for DEPs to be held in safe
custody and Shell GSI may at any time require information satisfactory to them in order to ascertain how users
implement this requirement.
All administrative queries should be directed to the DEP Administrator in Shell GSI.
 DEP 31.36.00.30-Gen.
February 2012
Page 3

TABLE OF CONTENTS
PART I INTRODUCTION ........................................................................................................5
1.1 SCOPE........................................................................................................................5
1.2 DISTRIBUTION, INTENDED USE AND REGULATORY CONSIDERATIONS .........5
1.3 DEFINITIONS .............................................................................................................5
1.4 CROSS-REFERENCES .............................................................................................6
1.5 SUMMARY OF MAIN CHANGES...............................................................................6
1.6 COMMENTS ON THIS DEP .......................................................................................6
1.7 DUAL UNITS...............................................................................................................6
PART II GENERAL...................................................................................................................7
PART III AMENDMENTS/SUPPLEMENTS TO ISO 14313......................................................8
6 VALVE TYPES AND CONFIGURATIONS ................................................................8
7 DESIGN ......................................................................................................................9
7.1 DESIGN STANDARDS AND CALCULATIONS..........................................................9
7.2 PRESSURE AND TEMPERATURE RATING.............................................................9
7.4 FACE-TO-FACE AND END-TO-END DIMENSIONS ...............................................10
7.5 VALVE OPERATION ................................................................................................10
7.6 PIGGING...................................................................................................................10
7.7 VALVE ENDS ...........................................................................................................10
7.8 PRESSURE RELIEF.................................................................................................11
7.9 BYPASSES, DRAINS AND VENTS .........................................................................11
7.10 INJECTION POINTS.................................................................................................12
7.11 DRAIN, VENT AND SEALANT LINES......................................................................13
7.12 DRAIN, VENT AND SEALANT VALVES ..................................................................13
7.13 HAND-WHEELS AND WRENCHES — LEVERS.....................................................13
7.18 ACTUATOR, OPERATORS AND STEM EXTENSIONS .........................................14
7.19 LIFTING ....................................................................................................................14
7.20 DRIVE TRAINS.........................................................................................................14
7.21 STEM RETENTION ..................................................................................................15
7.22 FIRE TYPE - TESTING.............................................................................................15
7.23 ANTI-STATIC DEVICE .............................................................................................15
7.26 SECURING ...............................................................................................................16
7.27 SEAT RINGS ............................................................................................................16
7.28 SEALING RINGS ......................................................................................................16
7.29 STUFFING BOX, GLAND AND PACKING ...............................................................16
7.30 FUGITIVE EMISSIONS TIGHTNESS CLASSIFICATION........................................17
7.31 DESIGN VALIDATION TESTING .............................................................................17
8 MATERIALS .............................................................................................................17
8.1 MATERIAL SPECIFICATION ...................................................................................17
8.2 SERVICE COMPATIBILITY......................................................................................17
8.3 FORGED PARTS......................................................................................................18
8.4 COMPOSITION LIMITS............................................................................................18
8.5 TOUGHNESS TEST REQUIREMENTS...................................................................18
8.6 BOLTING ..................................................................................................................18
8.9 HEAT TREATMENT .................................................................................................18
9 WELDING .................................................................................................................18
9.2 IMPACT TESTING....................................................................................................18
9.3 HARDNESS TESTING .............................................................................................19
9.4 REPAIR.....................................................................................................................19
9.5 WELDING AND HARD FACING REQUIREMENTS ................................................19
10 QUALITY CONTROL ...............................................................................................20
10.1 NDE REQUIREMENTS ............................................................................................20
10.5 WELD END NDE ......................................................................................................20
10.6 VISUAL INSPECTION ..............................................................................................20
10.7 CORROSION TESTING ...........................................................................................20
10.8 MICROSTRUCTURE DETERMINATION.................................................................20
11 PRESSURE TESTING..............................................................................................20
11.3 HYDROSTATIC SHELL TEST..................................................................................20
 DEP 31.36.00.30-Gen.
February 2012
Page 4

11.4 HYDROSTATIC SEAT TEST....................................................................................20

11.5 TESTING OF DRAIN, VENT AND SEALANT INJECTION LINES...........................21
11.7 LOW-PRESSURE GAS SEAT TEST .......................................................................21
12 COATING..................................................................................................................21
13 MARKING .................................................................................................................21
14 PREPARATION FOR SHIPMENT ...........................................................................21
15 DOCUMENTATION ..................................................................................................22
16 CERTIFICATION ......................................................................................................23
17 VALVES SUPPLIED TO EUROPEAN SITES..........................................................23
18 WITNESSING BY THE PRINCIPAL ........................................................................23
ANNEX A REQUIREMENTS FOR NON-DESTRUCTIVE EXAMINATION ..............................23
ANNEX B SUPPLEMENTARY TEST REQUIREMENTS .........................................................23
ANNEX D PURCHASING GUIDELINES...................................................................................24
ANNEX F RECOMMENDED PRACTICE FOR QUALIFICATION OF HEAT-TREATING
EQUIPMENT.............................................................................................................25
PART IV REFERENCES .........................................................................................................28
 DEP 31.36.00.30-Gen.
February 2012
Page 5

PART I INTRODUCTION

1.1 SCOPE
This DEP specifies requirements and gives recommendations for the design,
manufacturing, testing and documentation of ball, check, gate and plug valves for
application in pipeline systems meeting the requirements of ISO 13623 for the petroleum
and natural gas industries.
Valves for pressure ratings exceeding PN420 (Class 2500) are not covered by this DEP.
This DEP is based on ISO 14313, Second Edition, December 2007 (including Technical
Corrigendum 1 of January 2009). Part III of this DEP amends, supplements and deletes
various clauses of ISO 14313. In this DEP, ISO 14313:2007 (including Corrigenda) and
API Spec 6D:2008 (including Errata) provide the same technical result for a particular
provision. Clauses in ISO 14313, which are not mentioned in this DEP remain valid as
written.
This is a revision of the DEP of the same number dated October 2001; see (1.5) regarding
the changes.

1.2 DISTRIBUTION, INTENDED USE AND REGULATORY CONSIDERATIONS

Unless otherwise authorised by Shell GSI, the distribution of this DEP is confined to Shell
companies and, where necessary, to Contractors and Manufacturers/Suppliers nominated
by them. Any authorised access to DEPs does not for that reason constitute an
authorization to any documents, data or information to which the DEPs may refer.
This DEP is intended for use in facilities related to oil and gas production, gas handling, oil
refining, chemical processing, gasification, distribution and supply/marketing. This DEP
may also be applied in other similar facilities.
When DEPs are applied, a Management of Change (MOC) process shall be implemented;
this is of particular importance when existing facilities are to be modified.
If national and/or local regulations exist in which some of the requirements could be more
stringent than in this DEP, the Contractor shall determine by careful scrutiny which of the
requirements are the more stringent and which combination of requirements will be
acceptable with regards to the safety, environmental, economic and legal aspects. In all
cases the Contractor shall inform the Principal of any deviation from the requirements of
this DEP which is considered to be necessary in order to comply with national and/or local
regulations. The Principal may then negotiate with the Authorities concerned, the objective
being to obtain agreement to follow this DEP as closely as possible.

1.3 DEFINITIONS
1.3.1 General definitions
The Contractor is the party that carries out all or part of the design, engineering,
procurement, construction, commissioning or management of a project or operation of a
facility. The Principal may undertake all or part of the duties of the Contractor.
The Manufacturer/Supplier is the party that manufactures or supplies equipment and
services to perform the duties specified by the Contractor.
The Principal is the party that initiates the project and ultimately pays for it. The Principal
may also include an agent or consultant authorised to act for, and on behalf of, the
Principal.
The word shall indicates a requirement.
The capitalised term SHALL [PS] indicates a process safety requirement.
The word should indicates a recommendation.
 DEP 31.36.00.30-Gen.
February 2012
Page 6

1.3.2 Specific definitions

Term Definition
manufacturer This term means Manufacturer/Supplier when used in Part III of this
document.
by agreement This phrase means agreed between manufacturer and purchaser
Drive Train All parts of a valve drive between the operator and the obturator,
including the obturator but excluding the operator.
Obturator Part of a valve, such as a ball, clapper, disc, gate or plug that is
positioned in the flow stream to permit or prevent flow.
Pressure- Parts, whose failure to function as intended results in a release of
Containing Parts contained fluid into the environment.
Process-Wetted Parts exposed directly to the pipeline fluid.
Parts
Uni-Directional Valve designed for blocking the flow in one direction only.
Valve

1.3.3 Abbreviations

Term Definition
MESC Material and Equipment Standards and Code
MSS Manufacturers Standardization Society
SAE Society of Automotive Engineers

1.4 CROSS-REFERENCES
Where cross-references to other parts of this DEP are made, the referenced section
number is shown in brackets ( ). Other documents referenced by this DEP are listed in
(Part IV).

1.5 SUMMARY OF MAIN CHANGES

This DEP is a revision of the DEP of the same number dated October 2001. This DEP, now
based on ISO 14313:2007 – which has been back-adopted as API Spec 6D:2008, has
been a total rewrite and it is therefore impractical to summarise the changes here.

1.6 COMMENTS ON THIS DEP

Comments on this DEP may be sent to the Administrator at standards@shell.com, using
the DEP Feedback Form. The DEP Feedback Form can be found on the main page of
“DEPs on the Web”, available through the Global Technical Standards web portal
http://sww.shell.com/standards and on the main page of the DEPs DVD-ROM.

1.7 DUAL UNITS

This DEP contains both the International System (SI) units, as well as the corresponding
US Customary (USC) units, which are given following the SI units in brackets. When
agreed by the Principal, the indicated USC values/units may be used.
 DEP 31.36.00.30-Gen.
February 2012
Page 7

PART II GENERAL

Part III of this DEP is written as amendments and supplements to ISO 14313, Second
Edition, December 2007 (including Technical Corrigendum 1 of January 2009). Wherever
reference is made to ISO 14313, it shall be understood to mean ISO 14313, Second
Edition, December 2007 (including Technical Corrigendum 1 of January 2009) as
amended/supplemented by this DEP.
For ease of reference, the clause numbering of ISO 14313 has been used throughout
Part III of this DEP.
Clauses in ISO 14313, which are not mentioned in this DEP, shall remain valid as written.
 DEP 31.36.00.30-Gen.
February 2012
Page 8

PART III AMENDMENTS/SUPPLEMENTS TO ISO 14313

6 VALVE TYPES AND CONFIGURATIONS

6.1.1 Gate valves
Add:
All designs shall be engineered to eliminate the possibility of the segments jamming and
preventing operation of the valve.
Uni-directional valves, shall be clearly marked as per Clause 13.
All designs shall eliminate potential galling of all sliding components. The purchase order
shall specify the design required.
6.1.2 Lubricated and non-lubricated plug valves
Add:
Unless otherwise specified all lubricated taper plug valves shall be of the inverted plug
"Pressure Balanced Design" in which the line pressure is used to keep the plug in a
"balanced" condition. Lubricated plug valves shall have a bottom entry design.
Sealing for lubricated taper plug valves shall be accomplished using a lapped tapered metal
plug fitted to a lapped tapered metal body. The valve shall be a metal-to-metal seated
design.
Lubricated plug valves shall be furnished with an internal lubricating system that is capable
of delivering lubricant to the body/plug contact surfaces in the seating and seal areas.
Grooves shall be provided in the body/plug surfaces. The grooves shall be arranged so that
lubricant under pressure will be transmitted to all parts of the system when the valve is fully
open or closed, thereby sealing the ports and facilitating operation.
Lubricated plug valves shall be furnished with hydrocarbon-resistant lubricating sealant
containing a non-hygroscopic fumed silica viscosity improver that has both proper plasticity
for tight sealing and lubricity for ease of operation over the entire design temperature range
of the valve.
The plug of lubricated valves and shall be furnished with anti friction treatment, either
polytetrafluoroethylene (PTFE) or molybdenum disulfide.
For lubricated plug valves the stem and plug shall not be one integral piece.
6.1.3 Ball valves
Add:
The obturator shall be a one-piece casting or a forging and shall be trunnion mounted. The
ball port shall be cylindrical.
To avoid flow erosion to seal surfaces, ball valves shall not be used for flow control nor be
left in a part open position. All operation is from full open to full close and vice versa and,
wherever this is performed in a flow stream, it will be performed as quickly as practical.
Soft seated valves are preferable for offshore (topside) applications and for clean dry gas
export service where there is no pigging requirement.
6.1.4 Check valves
Add:
The clapper of swing check valves should preferably be hung from the bonnet.
Unless ring joint faces are specified, gasket surfaces for retainerless dual plate check
valves:
• shall not be interrupted in excess of the allowances established for “Permissible
Imperfections in Flange Facing Finish” as specified in ASME B16.5, or
ASME B16.47 as applicable. The restrictions to the interruptions shall consider the
 DEP 31.36.00.30-Gen.
February 2012
Page 9

potential eccentricity of gaskets after installation, resulting from the difference

between bolt hole and bolt diameter as specified in the drilling template tables in
ASME B16.5 and ASME B16.47 as applicable;
• may be interrupted by bolts to a maximum extent of 20 % of the sealing area;
• shall be suitable for spiral wound gaskets for sizes ≤ DN 600 (≤ NPS 24);
• shall be suitable for covered serrated metal (Camprofile) gaskets for sizes
> DN 600 (> NPS 24) as specified in MESC SPE 85/100.
When retainerless dual plate check valves are assembled and compressed by the mating
flange, the seat retainer face shall not protrude beyond the body face.
6.2.2 Reduced – opening valves
Delete the following sentence:
• valves above DN 600 (NPS 24): by agreement.
And replace with:
• valves above DN 600 (NPS 24): three sizes below nominal size of valve with bore
according to Table 1.
Add:
The minimum and maximum internal bore dimensions shall be stated in the quotation.

7 DESIGN

7.1 DESIGN STANDARDS AND CALCULATIONS

Add:
The design SHALL [PS] be based on the most unfavourable pressure/temperature rating of
the appropriate class.
The body to bonnet bolt sizing shall be in accordance with ASME VIII or ASME B16.34.
For bonnet/cover attachment by bolting, the mating flange between the body and
bonnet/cover shall be of a suitable shape to provide adequate strength.
Bonnet/cover flange bolting shall be of the stud or stud bolt type. Not less than four bolts
shall be used in any flange and no bolting shall be less than 10 mm (3/8 in) in diameter.
The manufacturer shall inform the Principal of any limitations.

7.2 PRESSURE AND TEMPERATURE RATING

Add:
The valve body shall have sufficient rigidity to withstand a compressive axial thrust exerted
by the connected piping, equal to the design pressure multiplied by the area of the
maximum valve bore, without permanent distortion of the body or affecting the free
movement and sealing of the obturator and the seats.
The pressure/temperature rating of the valve shall be in accordance with the appropriate
class for the body material in ASME B16.5 or ASME B16.34 for temperatures up to 150°C
(302°F). At higher temperatures the manufacturer SHALL specify the rating for valves
containing polymeric seat or sealing materials.
The valve shall withstand vacuum drying at pressures of 500 Pa (0.07 psi).
The manufacturer shall specify the pressure/temperature ratings for valves with limited
construction details or material considerations with restricted seating.
For non-metallic materials other than graphite, the rated pressure at the upper and lower
design temperatures shall be specified on the general arrangement drawing.
 DEP 31.36.00.30-Gen.
February 2012
Page 10

The manufacturer shall specify the rated pressures for soft seals or non-metallic seats at
temperatures above 150°C (302°F).

7.4 FACE-TO-FACE AND END-TO-END DIMENSIONS

Modify 2nd paragraph to read:
Face-to-face and bore dimensions not covered by ISO 14313 shall be subject to prior
agreement, and shall be stated in the quotation.
Add:
A short pattern ball valve shall not be furnished.

7.5 VALVE OPERATION

Add:
The design of quarter turn valve operating mechanism (manual, gearbox or actuator), stem
head (double D) and stem extension (if installed) shall ensure the possibility of visual
verification of the closure member travel position.
Valves and their operating mechanism (manual, gearbox or actuator) SHALL [PS] be
capable of opening and closing against maximum pressure differential that can occur
across valves in service and a differential pressure equal to the pressure rating of the
valves determined in accordance with 7.2 for material at 38°C (100°F).

7.6 PIGGING
Modify to read:
Full opening valves shall be capable of being pigged, sphered and scraped regularly
without damage to the soft seat, if fitted. The bore of the valve in the open position shall
present as smooth a profile as possible to a passing pig or scraper.

7.7 VALVE ENDS

7.7.1 Flanged ends
7.7.1.1 General 
Delete the first sentence and replace with:
Standard end flanges shall be furnished with a raised face or ring joint faces (raised face or
full face) as specified by the Principal.
Add:
Forging shall have achieved at least 2/3 of the change in diameter in a flanged component,
thereby limiting machining to 1/3 of the diameter change. Ring-rolled forging may be
machined to their final flanged shape where it can be shown by etched section samples
that the ring rolling produces a random grain structure.
End flanges shall be aligned to the design plane.
The surface plane of the nut bearing area at the backside of flanged valves shall be parallel
to the machined flange face within 1°.
7.7.1.2 Offset of aligned flange centerlines — Lateral alignment
Modify to read:
For valves up to and including DN 50 (NPS 2), the maximum lateral misalignment is
1.5 mm (0.06 in.).
For valves larger than DN 50 (NPS 2), the maximum lateral misalignment is 2 mm
(0.08 in.).
 DEP 31.36.00.30-Gen.
February 2012
Page 11

7.7.1.3 Parallelism of aligned flange faces — Angular alignment

Add:
For valves larger than DN 600 (NPS 24), the maximum parallelism misalignment is
1.75 mm/m (0.02 in/ft.).
7.7.2 Welding ends
Add:
If specified by the Principal, soft-seated butt-welding end valves shall be provided with
extension pieces which shall be considered as an integral part of the valve. Pup piece
length shall be:
• for valves ≤ DN 300 (≤ NPS 12): 400 mm (16 in.).
• for valves > DN 300 (> NPS 12): 800 mm (32 in.).
Outside diameter, wall thickness, material grade and composition of the pup pieces shall be
as specified in the purchase order.
For soft-seated valves, the pup pieces shall be attached to the valve before the valve
internals are installed.
Transition tapers shall not be steeper than 1:4 and shall comply with ASME B31.3,
Figure 328.4.3. (ASME B31.8, Figure I-5, ISO 13847 Clause 7.7).
The heat and heat-treatment batch number shall be clearly marked on the pup piece.
If a pup piece is to be attached to a soft-seated valve by a party other than the
manufacturer, the Manufacturer shall provide the qualified welding procedure.

7.8 PRESSURE RELIEF

Add to end of second paragraph:
Pressure relief shall be by means of self-relieving seat rings or pressure relief valve
connected to the cavity. The presence of such a connection shall be agreed with the
Principal. A pressure-equalising hole in the obturator, connecting the body cavity to the
High Pressure (HP) side of the closure member is not an acceptable means of pressure
relief.
Add to the end of this clause:
• Valves having single-piston effect seating shall internally relieve the excessive
cavity pressure to the downstream side of the valve.
• Valves having double-piston effect seating are not self-relieving and require an
external cavity relief valve.
• Valves having both a single and a double piston effect seating in the same valve,
shall internally relieve the excessive cavity pressure via the single-piston effect
seat.
• The maintenance manual shall explain how the body cavity relief operates and
shall show how the closure member must be assembled

7.9 BYPASSES, DRAINS AND VENTS

Unless specified otherwise, the drain and vent connections for all ball valves in pressure
classes ≤ ASME Class 900 and ≤ DN 150 (≤ NPS 6) full bore / DN 200 (NPS 8) reduced
bore shall be as follows:
a) Connections shall be drilled and threaded. Threaded connections shall have a
parallel profile in accordance with ISO 228-1 and fitted with a parallel threaded
plug;
b) The plug material shall be the same chemical composition of the body or trim;
 DEP 31.36.00.30-Gen.
February 2012
Page 12

c) The plug shall have a primary seal inboard of the thread, in order to protect the
thread against crevice corrosion. The seal material shall be the same as that
specified for the static primary seal in the buying description;
d) The connection between plug and body shall provide a fire safe secondary seal
outboard of the thread, in order to protect the thread against atmospheric corrosion.
In case a separate seal ring is used the seal material shall be grade 316 Stainless
steel. The location of the ring shall not interfere with the area dedicated for (on-site)
seal welding;
e) The plug shall have an external shoulder suitably profiled to accept a seal weld.
The size of the shoulder shall allow a seal weld 1/3 times the nominal size of the
plug, not less than 3 mm (0.12 in.), but in no case exceed 13 mm (0.5 in.);
f) The plug shall be securely locked to prevent loosening by a grade 316 Stainless
steel locking ring secured to the body. The locking ring shall be designed so that it
can be removed without loosening the plug in order to facilitate seal welding after
site testing.
Unless specified otherwise, the drain and vent connections for ball valves in pressure
classes > ASME Class 900 and all valves > DN 150 (> NPS 6) full bore / DN 200 (NPS 8)
reduced bore, shall be as follows:
• The drain and vent connections shall be either a fully welded flanged or a pad type
flanged connection, fitted with a blind flange.
• If a pad type flanged connection is applied, it may be integrally machined with the
valve body. The bolting, gasket and flange rating shall be the same as for the valve.
All fittings shall be rated to at least the hydrostatic Shell test pressure of the valve.

7.10 INJECTION POINTS

Modify to read:
Unless specified otherwise, sealant and lubricant injection connections shall not be
provided for gate, ball, check and non-lubricated plug valves. The valve design and
selection of materials should negate the need for such connections. The Principal shall
specify the design of injection connections.
Lubricated plug valves shall be provided with lubricant injection connections as follows:
1) Body sealant injector connections shall be drilled and threaded. The outer threaded
connections shall have a parallel profile in accordance with ISO 228-1 and fitted with a
parallel threaded plug.
2) The injector shall have a primary seal inboard of the thread, in order to protect the
thread against crevice corrosion. The seal material shall be the same as that specified
for the static primary seal in the buying description.
3) The connection between plug and body shall provide a fire safe secondary seal
outboard of the thread, in order to protect the thread against atmospheric corrosion. In
case a separate seal ring is used the seal material shall be grade 316 Stainless steel.
4) Sealant injection fittings shall incorporate an:
• internal non-return valve,
• giant button head,
• screwed cover with vent holes, which seals-off the connection by plugging the
sealant port.
 DEP 31.36.00.30-Gen.
February 2012
Page 13

7.11 DRAIN, VENT AND SEALANT LINES 

Add:
For buried valves, extension lines for drain, vent and sealant injection shall be provided
terminating approximately 100 mm (4 in.) below the top flange of the stem extension.
Extension lines shall be adequately clamped to the valve body and stem extension to avoid
damage due to vibration or reaction forces of vented or drained medium or sealant
injection. The wall thickness of the extension lines shall be suitable to withstand the line
pressure (or sealant injection pressure for the sealant line), but shall not be less than
Schedule 80. Extension lines for drains and vents shall be of the same size as the
connection to the valve body. Extension lines shall be fully butt-welded according to
ASME B31.3 except for a flanged disconnection point at the body cover flange level.
Double valving is required in vent and drain extension lines, with one valve located adjacent
to the connection to the valve body and the second valve at the end of the extension line.
This second valve shall be fitted with a blind flange.

7.12 DRAIN, VENT AND SEALANT VALVES

Add:
Vent and drain valves shall be subject to approval by the Principal.

7.13 HAND-WHEELS AND WRENCHES — LEVERS

Delete from the 6th paragraph:
When specified by the purchaser,
Add to the 3rd sentence:
For seating and unseating the valve, a maximum momentary force Fs is allowed as per
EN 12570, Clause 5.1.
Add to the end of this clause:
The operating means shall be free from burrs and sharp edges.
In case the force and dimensional limitations are exceeded, the valve shall be provided with
a gearbox.
a) The gearbox SHALL [PS] be of the self-locking gear type, dust-proof and
weatherproof. Self locking, means that the output shaft cannot drive the input shaft,
a feature inherent with worm and wheel designs but not with the highly efficient ball
screw designs.
b) The connection between the valve body and the gearbox SHALL [PS] be vented so
that any product leakage from the stem cannot penetrate into the gearbox housing.
c) The gearbox output torque rating SHALL [PS] be at least 1.5 times the maximum
required operating torque of the valve.
d) The gearbox shall be provided with a position indicator.
e) The dimensions of the gearbox shall not exceed the limitations specified for hand
wheels.
When the number of hand wheel turns exceeds 100 from the fully open position to the fully
closed position, the manufacturer shall specify the number of handwheel turns on the
quotation.
 DEP 31.36.00.30-Gen.
February 2012
Page 14

7.18 ACTUATOR, OPERATORS AND STEM EXTENSIONS

7.18.1 General
Add:
If specified by the Principal, the valve shall be fitted with an actuator.
If actuators are required, they are to be considered as an integral part of the valve and shall
be supplied by the valve manufacturer and shall meet requirements specified by Principal.
The valve manufacturer shall be responsible for the performance of the valve and
assembly, and shall provide data to the actuator manufacturer to sufficiently size the
actuator.
The actuator manufacturer shall select an actuator proportional to the valve size.
The valve manufacturer SHALL [PS] ensure that the valve stem design takes into account a
safety factor based on the maximum output torque or force of the actuator. Unless specified
otherwise, this safety factor SHALL [PS] be at least 1.5.
Gear operated and actuated valves shall be fitted with a mounting flange in accordance
with ISO 5211. The lock nuts and studs for the bracket shall be positively secured against
loosening.
Additional requirements for quarter-turn on/off actuators, including actuator output safety
factors, shall be in conformance with DEP 31.40.70.30-Gen. and DEP 32.36.01.17-Gen.
7.18.5 Protection of extended stems and shafts in below ground service
Modify to read:
If it is specified that the valve will be installed underground or at a level below the operator’s
position, the valve shall have a stem extension and extension casing. The Principal shall
specify the required length of the stem extension between the centreline of the valve
opening and the centreline of the hand-wheel. A stem extension long enough for the hand
wheel or operator should be approximately 1.5 m (5 ft.) above the surface.
The casing shall be fully enclosed and externally coated for corrosion prevention.
For gear-operated valves, the gearbox shall be mounted directly on the valve. The gearbox
input shaft shall be extended.
The design of the stem extension and protector (if applicable) shall be subject of approval
by the Principal.
The stem extension SHALL [PS] be sized so that both its smallest cross section and
connection to the obturator can withstand the maximum side loads and operating torque
needed to seal and to operate against the maximum class differential pressure (applied to
one or both sides of the valve, whichever case needs the higher torque).

7.19 LIFTING
Modify to read:
Valves with a mass ≥ 250 kg (550 lbs) shall be provided with lifting points.

7.20 DRIVE TRAINS

7.20.2 Allowable stresses
Add:
If requested by the Principal, the manufacturer shall provide operating thrust and torque
(and the applied safety factors) at the maximum differential pressure.
Add new clause:
7.20.4 Torque testing
Torque testing in accordance with Annex B.6 shall be executed.
 DEP 31.36.00.30-Gen.
February 2012
Page 15

Add new clause:

7.20.5 Stems
The requirements for the stem are:
a) Stem SHALL [PS] be a one-piece wrought material (this includes bar), welded
fabrication is not allowed.
b) Stem sections shall be cylindrical, within a tolerance of 0.05 mm (0.002 in.).
c) The stem shall be straight within a tolerance over the travel of the stem of
1 mm/metre (0.01 2 in./ft.).
d) Stem sealing area shall have a maximum surface roughness (Ra) of 0.8 µm and be
free from any defects.
e) The stem shall be suitably supported and have clearances designed, such that with
all anticipated side loads it does not make rubbing contact with the adjacent static
metallic components (bonnet, gland ring, etc.), which may lead to galling.
f) Rising stems shall be fully enclosed by a dust proof stem protector or yoke tube.
The enclosure shall be water proof.
g) If the stem protector obscures the position of the stem, it shall be provided with a
position indicator.
h) The stem projection outside the yoke sleeve, measured from the top of the stem
when the valve is in closed position, shall be between 2 mm (0.08 in.) and 10 mm
(0.40 in.). The yoke sleeve and/or bush shall be positively secured against
loosening.

7.21 STEM RETENTION

Add:
The stem or shaft retainer ring or collar SHALL [PS] be integral with the stem. Stem or shaft
retention by means of body/stem threads are not allowed.

7.22 FIRE TYPE - TESTING

Replace first sentence with:
Except for valves installed underground, fire type-testing certification of the design
SHALL [PS] be provided for valves containing polymeric seat, seal or bearing materials and
for lubricated taper plug valves.
Add:
When fire type-testing certification of the design is required, Graphoil® or equivalent
secondary seals SHALL [PS] be provided to protect the valve against leakage in case of a
fire.
The design and construction of the ordered valve shall be verified against the fire-tested
valve, by the purchaser.
NOTES: 1. A fire-tested design is one which has successfully passed prototype fire testing.
2. A fire-safe design is a design which by nature of its features/properties is capable of passing a fire
test.

Valve operating mechanisms SHALL [PS] be of a fire-safe design.

7.23 ANTI-STATIC DEVICE

Delete:
If specified by the purchaser.
 DEP 31.36.00.30-Gen.
February 2012
Page 16

Add new clause:

7.26 SECURING
Separate removable valve parts shall be positively secured against loosening. Spring
tension pins are prohibited for locking of internal valve components.

Add new clause:

7.27 SEAT RINGS

• To ensure Tight Shut Off (TSO) sealing at low differential pressures the seat rings
of ball valves and slab gate valves shall be spring-energised.
• To ensure TSO sealing at high differential pressures, the seat rings of ball valves
and slab gate valves shall be line pressure energised.
• Seat rings of split body / top entry ball valves and through conduit gate valves shall
be renewable.
• The seat ring and body shall be designed so that entrapment of solids will not
obstruct free movement of the seat rings.

Add new clause:

7.28 SEALING RINGS

For seals executed with toroidal sealing rings (“O”- rings) the groove dimensions and
surface finish shall be in accordance with BS 4518.
Seal rings shall be fully contained to minimise extrusion. All static joints shall make metal-
to-metal contact.
Lip seal housings for piston seats shall incorporate sufficient axial clearance, in line with the
manufacturer’s recommendation, to accommodate axial movement and distortion of the
obturator under the maximum differential pressure.

Add new clause:

7.29 STUFFING BOX, GLAND AND PACKING

If a packing box is specified:
a) The nominal depth of the packing box shall accommodate a maximum of six
uncompressed packing rings.
b) The surface area of the stuffing box in contact with the packing shall have a surface
finish (Ra) of 3.2 µm or smoother.
c) The packing box wall shall not be penetrated.
d) If a spacer ring is required to reduce the depth of the stuffing box, the spacer ring
shall be of the same material as the gland ring.
e) The bottom of the packing box shall be flat.
f) The gland follower shall be installed such that it protrudes into the stuffing box
before compressing the packing rings.
g) Threaded glands are not acceptable.
h) A gland with a joint face parallel to the stem centre line is not permitted.
 DEP 31.36.00.30-Gen.
February 2012
Page 17

Add new clause:

7.30 FUGITIVE EMISSIONS TIGHTNESS CLASSIFICATION

DEP 01.00.01.30-Gen. specifies criteria for the classification of substances as "very toxic".
For the containment of these substances, valves SHALL [PS] be required to perform to the
tightest fugitive emission class rating A(HS) as specified in MESC SPE 77/312.
Valves in hydrocarbon service are required to perform to fugitive emission class B as
specified in MESC SPE 77/312.
Fugitive emission production testing is required according to MESC SPE 77/312.

Add new clause:

7.31 DESIGN VALIDATION TESTING

Design validation testing according to MESC SPE 77/300 is required. MESC SPE 77/300
specifies type acceptance testing requirements and a type acceptance test method for
confirming the seat sealing, fugitive emission and operating torque capability of a valve
under pressure, during and after mechanical and thermal cycling. Each valve that passes
validation testing will qualify a range of similar valves, based on design characteristics,
temperature range, size, pressure class, fugitive emission class, and technical qualification
class. Meeting all criteria of MESC SPE 77/300 only qualifies the manufacturing location or
plant where the valve was made.

8 MATERIALS

8.1 MATERIAL SPECIFICATION

Add:
The materials shall be in accordance with the purchase order.
For valves with corrosion resistant alloy (CRA) weld overlay cladding, the Purchaser shall
specify the type of cladding to be applied in accordance with MESC SPE 77/313.
The Manufacturer shall list the material designation of all valve parts on the valve general
arrangement drawing.
Where multiple options for hardfacing of closure member and seat are allowed in the
buying description, only the following combinations are allowed:
a) Stellite 6 against Stellite 6
b) Stellite 21 against Stellite 21
c) Stellite 6 against Stellite 12
d) Stellite 12 against Stellite 21
e) Tungsten Carbide against Tungsten Carbide
f) Chromium Carbide against Chromium Carbide

8.2 SERVICE COMPATIBILITY

Delete and replace the second paragraph with:
Non-metallic parts for valves e.g. stem and body seals and soft-seat inserts, intended for
service at or above PN 100 (Class 600) in fluids which are volatile at ambient temperature
and atmospheric pressure, shall be resistant to explosive decompression. In such service,
the section size of elastomer in class 900 and above shall be less than 7 mm (0.28 in.), to
withstand explosive decompression.
Add:
Toroidal sealing rings (“O”- rings) shall be validated in accordance with MESC SPE 85/301.
 DEP 31.36.00.30-Gen.
February 2012
Page 18

For stem seals executed with toroidal sealing rings (“O”- rings) the groove dimensions and
surface finish shall be in accordance with BS 4518.
Graphitic material used for stem packing, gaskets and seals shall be in accordance with
MESC SPE 85/203.
Carbon/graphite yarn used for valve stem packing shall be in accordance with
MESC SPE 85/204.
For buying descriptions specifying electroless nickel plating (ENP), MESC SPE 77/315
shall apply. When ENP cannot be offered, seat pockets and area of stem bearing and stem
seal arrangement may be overlay welded with a stainless steel material.
The corrosion resistance of the bearing material shall at least be equal to the stem/trim
material.
If retaining tabs are applied for securing of valve parts, they shall be compatible with the
body material.
Material of the gearbox housing shall be nodular cast iron, carbon steel or equivalent to the
valve body material.

8.3 FORGED PARTS

Add:
Forged bodies and body connectors shall be forged close to final shape. However, valves
may be manufactured from forged bar/ billet material, within the limits specified in
ASTM A 961, except that bar material shall not be used for sizes > DN 100 (> NPS 4). The
extent of NDE for these valves shall be the same as that for forged valves.

8.4 COMPOSITION LIMITS

Modify to read:
Unless specified otherwise, the restrictions in the chemical composition contained in
Clause 2.1 “Chemical Composition” of MESC SPE 77/302 apply to the pressure containing
and pressure controlling parts for each valve

8.5 TOUGHNESS TEST REQUIREMENTS

Modify first paragraph in this clause with:
All pressure-containing parts in valves shall meet the toughness test requirements
contained in Clause 2.3 “Impact Testing” of MESC SPE 77/302.

8.6 BOLTING
Add:
Bolting and other valve components shall not be cadmium plated.
Where galvanized bolts are specified, the requirements contained in MESC SPE 85/007
shall be met.

Add new clause:

8.9 HEAT TREATMENT

The heat treatment requirements contained in Clause 2.2 “Heat Treatment” of
MESC SPE 77/302 shall be met.

9 WELDING

9.2 IMPACT TESTING

Modify second paragraph to read:
 DEP 31.36.00.30-Gen.
February 2012
Page 19

As a minimum, impact testing shall be carried out for the qualification of procedures for
welding on valves with a design temperature below -29°C (-20°F) and for welding on valves
of duplex stainless steel or martensitic stainless steel material.
Add to the eighth paragraph:
Duplex stainless steel shall be tested at -50°C (-58°F).
Martensitic stainless steel shall be tested at 21°C (70°F).
Modify the last paragraph to read:
Impact test results for full-size specimens shall meet the requirements of 8.5. If the material
specification or the pipeline design standard requires higher impact values than those
shown in 8.5, the higher values shall apply.

9.3 HARDNESS TESTING

Add:
For valves not required to meet ISO 15156 (all parts), hardness testing shall be executed
as follows:
• At least 1 reading per weld for valves ≤ DN 100 (≤ NPS 4).
• At least 2 readings per weld for valves 150 ≤ DN ≤ 300 (6 ≤ NPS ≤ 12).
• At least 1 reading every 400 mm (16 in.) of weld length for valves > DN 300
(> NPS 12).
Hardness testing applies to pressure retaining welds only (i.e., attachment of flanges to the
valve body, body-to-bonnet or body-to-cover connection).
Unless specified otherwise, hardness testing shall have the following acceptance criteria:
a) The hardness of base metal, welds and Heat Affected Zones (HAZ) of pressure
containing parts (body, bonnet or cover) manufactured of carbon steel shall not
exceed 248 HV10.
b) The hardness of base metal of internals with weld deposits shall not exceed
400 HV10.
c) The hardness of Stellite 6 weld overlay shall be in the range of 330 HV10 to
450 HV10.
d) The hardness of 13Cr internals shall not exceed 400 HV10.
e) The hardness indentations shall be avoided on any sealing or sliding surfaces.

9.4 REPAIR
Add:
Austenitic stainless steel, duplex or nickel alloy valves may be repaired by welding, in which
case a further solution heat treatment shall be performed after the repair in accordance with
ASTM A 743. Repair welding of duplex and super duplex stainless steel valves is only
allowed if specifically approved by the Principal.
For valves with corrosion resistant alloy (CRA) weld overlay cladding, the repair of defects
shall be in accordance with MESC SPE 77/313.

Add new clause:

9.5 WELDING AND HARD FACING REQUIREMENTS

For valves with corrosion resistant alloy (CRA) weld overlay cladding, the welding shall be
performed in accordance with MESC SPE 77/313.
 DEP 31.36.00.30-Gen.
February 2012
Page 20

The additional welding and hard facing requirements contained in Clause 3 “Welding and
hard facing requirements” of MESC SPE 77/302 shall be met.

10 QUALITY CONTROL

10.1 NDE REQUIREMENTS

Replace this clause with the following:
NDE and testing shall meet the requirements of Clauses 7.1 “Inspection Scope” and
7.2 “Execution” of MESC SPE 77/302.
10.3.1 NDE personnel
Add:
NDE personnel shall be qualified to Level II as a minimum.

10.5 WELD END NDE

Modify to read:
Where 10.1 specifies that weld ends be subjected to volumetric or surface NDE, the
examination and acceptance criteria shall be in accordance with Clause A.22.

10.6 VISUAL INSPECTION

Modify to read:
Visual examination shall be conducted on the entire, visible, internal and external surface
area of the valve components.
Visual examination shall be carried out in accordance with ASME V, Article 9.
The acceptance criteria for visual examination of forgings shall be in accordance with the
applicable ASTM standard, while the acceptance criteria for visual examination of castings
shall be in accordance with MSS SP 55.

Add new clause:

10.7 CORROSION TESTING

The requirements for corrosion testing contained in Clause 2.4 “Corrosion Testing” of
MESC SPE 77/302 shall be met.

Add new clause:

10.8 MICROSTRUCTURE DETERMINATION

The requirements for corrosion testing contained in Clause 2.5 “Microstructure
Determination” of MESC SPE 77/302 shall be met.

11 PRESSURE TESTING

11.3 HYDROSTATIC SHELL TEST

Add:
The valve shall be isolated from the pressure source during testing.

11.4 HYDROSTATIC SEAT TEST

Add:
Valves with a gear operator or actuator shall be seat tested after assembly of the operating
mechanism.
 DEP 31.36.00.30-Gen.
February 2012
Page 21

11.4.1 Preparation
Add:
If a seat sealant system is provided, it shall not be used during the test.
11.4.3 Acceptance criteria
Modify 2nd sentence to read:
For metal-seated valves the leakage rate shall not exceed ISO 5208 Rate B, except that
the leakage rate during the seat test in Clause B.4 shall not be more than two times
ISO 5208 Rate B.

11.5 TESTING OF DRAIN, VENT AND SEALANT INJECTION LINES

Add:
Drains, vents and sealant points, which may have been included for testing, shall be
blanked off.

Add new clause:

11.7 LOW-PRESSURE GAS SEAT TEST

For metal-seated ball valves, a low-pressure gas seat test shall be executed in accordance
with Annex B.3.3. The acceptance leakage rate shall be in accordance with ISO 5208
Rate B.
For metal-seated through conduit gate valves, a low-pressure gas seat test shall be
executed in accordance with Annex B.3.3.
For metal-seated slab gate valves, the leakage rate shall not exceed ISO 5208 Rate B,
except that the leakage rate during the seat test in Clause B.4 shall not be more than two
times ISO 5208 Rate B.
For metal-seated expanding gate valves, the leakage rate shall not exceed ISO 5208
Rate A.

12 COATING
Add:
Valves inside components are sprayed with Shell Ensis Oil grade N or equivalent. Valve
spindles shall be protected with Shell Ensis Compound CA or equivalent. Flange faces,
holes for flange stud bolts, bolts, nuts and gaskets shall be preserved with Shell Ensis Fluid
grade S, T or V or equivalent. Valve preservation shall be guaranteed by the manufacturer
for outdoor storage for at least one year.

13 MARKING
Add:
In addition, an ‘HP’ mark shall be provided on the high-pressure side of uni-directional
valves.
Valves purchased for use in the USA, shall be marked with: ISO 14313/API 6D

14 PREPARATION FOR SHIPMENT

Replace second paragraph with:
Protective covers shall be made of plastic [at least 3 mm (1/8 in.) thick] or metal with a
wooden backing. Covers made from wood, or any other porous material shall not be in
direct contact with flange faces. Covers shall be attached with at least 4 bolts of appropriate
diameter. Covers shall be designed to prevent ingress of water and dirt into the valve
during outdoor storage for at least one year.
 DEP 31.36.00.30-Gen.
February 2012
Page 22

External female threads in valve bodies shall be protected with steel plugs or shrink steel
plugs. Application of non-metal plugs (plastic-made, for example) shall not be permitted.
Add:
Prior to packaging and shipment, valve internals shall be thoroughly cleaned and dried and
the surfaces shall be free from test fluids, cleaning agents, loose particles and organic
substances.
All valves will be stored in their own vapour barrier envelope, inside the original boxes or
containers.
Valves equipped with a single-acting spring-return actuator shall be shipped in the fail-safe
position
Shut-off valves as part of the actuator assembly (valves isolating oil filters, manometers, or
pressure transmitters) shall be shipped and kept in the “open” position. Hydraulic lines shall
be depressured.
When valves are shipped in the closed position, a warning sticker shall be visible on the
valve packing box/crate or container.
A metal tag shall be permanently attached to each valve, which clearly identifies job
number, purchase order line item number, serial number and valve tag number.

Add to the end of this clause:

At site storage areas, valves shall be maintained inside of their packing cases as long as
possible. When crates are to be opened, sealant fittings, body vent fittings, valve stem and
gearbox shall be inspected immediately to verify no damage has occurred during shipment.
After opening valve crates, protection shall be reinstated whenever necessary.
Valves shall be lifted by means of external slings at the positions as indicated by
manufacturer. When handling valves, extreme care shall be taken, that sealant fittings,
body vent fittings, valve stem and or gearbox are not bent, pinched or otherwise damaged.
Valve lifting sketches and handling instructions shall be included inside valve crates in
order to ease lifting operations. When a valve is removed from its crate or box, it shall not
be placed directly on the ground.

15 DOCUMENTATION
Add the following to the list of documentation:
i) purchase order and identification of valves by serial number or the manufacturer’s
code;
j) material test reports and inspection certificates, traceable by heat number to the
foundry or mill;
k) NDE reports, including sketches if necessary, showing the locations of examination
traceable by heat or serial number. The retention period for NDE reports shall be 5
years. The retention period for radiographs shall be at least 12 months.
l) listing of applicable and authorised concessions, waivers and/or material
substitutions;
m) listing of applicable manuals (e.g., assembly or maintenance manuals).
Add:
If specified by the Principal, the manufacturer shall provide documentation prior to
shipment. Computerized data or photocopies of originals, which are verified and signed by
the QA/QC department, may be provided instead of originals.
All documentation shall be in English or accompanied by a certified translation in English.
 DEP 31.36.00.30-Gen.
February 2012
Page 23

Add new clause:

16 CERTIFICATION
The manufacturer shall provide the following certificates:
1. All pressure containing parts (body, bonnet or cover), closure member, stem and
bellows (if applicable) shall have an inspection certificate in accordance with
ISO 10474, Type 3.1.B or EN 10204 Type 3.1.
2. All non-metallic materials shall have a certificate of compliance in accordance with
ISO 10474, Type 2.1 or EN 10204, Type 2.1.
3. All testing and examination shall have an inspection certificate in accordance with
ISO 10474, Type 3.1.B or EN 10204, Type 3.1.
4. The finished valve shall have an inspection certificate in accordance with
ISO 10474, Type 3.1B or EN 10204, Type 3.1, demonstrating that it complies with
all requirements.

Add new clause:

17 VALVES SUPPLIED TO EUROPEAN SITES

If the valve is supplied to an end user in a European member state or country in the
European Free Trade Association, the following requirements shall apply:
a) All valves shall meet the requirements of the Pressure Equipment Directive (PED)
97/23/EC (May 1997).
b) Low temperature carbon steels valves shall be impact tested at a temperature of
-50°C (-58°F). The absorbed energy, as given in the steel certificate, shall exceed
27 J (20 fl.lbs) for standard size specimens of 10 mm x 10 mm (0.39 in. x 0.39 in.).
Alternatively, the impact tests may be carried out at -46°C (-50°F) but the impact
values shall be at least 33 J (24 ft.lbs) for standard size specimens.
c) Steel valves > DN 25 (> NPS 1) shall be subject to conformity assessment
procedures applicable to Category III requirements and certified accordingly.
d) All safety valves and valve actuator assemblies, designed as safety accessories
shall be subject to conformity assessment procedures applicable to Category IV
requirements and certified accordingly.
e) The inspection certificates shall be in accordance with EN 10204.
Materials shall comply with the requirements of PED, Paragraph 4, Annex 1, 97/23/EC.

Add new clause:

18 WITNESSING BY THE PRINCIPAL

The Principal shall specify if, and to what extent, he or his designated representative will
witness the manufacturer’s inspections and tests and/or will perform a document review
before shipment.

ANNEX A REQUIREMENTS FOR NON-DESTRUCTIVE EXAMINATION

Delete entire Annex A.

ANNEX B SUPPLEMENTARY TEST REQUIREMENTS

B.1 General
Modify to read:
The supplementary testing requirements specified in B.6, and B.13 of this Annex shall be
executed.
 DEP 31.36.00.30-Gen.
February 2012
Page 24

The supplementary testing requirements specified in B.3.3 and B.4, of this Annex are also
applicable.
Unless specified otherwise, other supplementary testing requirements specified in this
Annex are not applicable.
B.6 Torque/thrust functional testing
Modify final sentence to read:
The measured torque or thrust results shall be less than 75 % of the valve design torque or
thrust, specified by the Manufacturer
B.9 Hydrogen-Induced Cracking Test
Delete final sentence and replace with the following:
Process-wetted and pressure-containing parts that are manufactured, fabricated or formed
from plate shall be resistant to hydrogen-induced cracking (HIC). This shall be
demonstrated by successful HIC testing in accordance with DEP 30.10.02.15-Gen., or
MESC SPE 74/125, which is technically equivalent.

Add new clause:

B.13 Functional Test for Actuated Valves
Actuated valves shall be subjected to a functional test. The valve shall be opened and
closed by its own actuator for 6 cycles to prove its function. The minimum and maximum
time to fully open or close the valve shall be as specified by the Principal.

ANNEX D PURCHASING GUIDELINES

D.3 Pressure relief
Modify second paragraph to read:
The Principal shall specify whether pressure-relief provisions shall be fitted in the valve in
accordance with 7.8.
D.5 Fire type-testing
Modify to read:
Except for valves installed underground, valves containing polymeric materials SHALL [PS]
be of a fire-tested design and certified in accordance with ISO 10497, BS 6755-2, API 607
(3rd or 5th edition) or API 6FA. Also, fire testing and certification SHALL [PS] be required
for valves containing carbon yarn and graphite grades not complying with
MESC SPE 85/203 or MESC SPE 85/204.
 DEP 31.36.00.30-Gen.
February 2012
Page 25

Add new annex:

ANNEX F RECOMMENDED PRACTICE FOR QUALIFICATION OF HEAT-TREATING

EQUIPMENT

F.1 General
All heat treatment of parts and test coupons shall be performed with equipment meeting the
requirements of this annex.

F.2 Temperature tolerance

The temperature at any point in the working zone shall not vary by more than ± 13°C
(± 25°F) from the furnace set-point temperature after the furnace working zone has been
brought up to temperature. Furnaces which are used for tempering, ageing and/or stress-
relieving shall not vary by more than ± 8°C (± 15°F) from the furnace set-point temperature
after the furnace working zone has been brought up to temperature.

F.3 Furnace calibration

F.3.1 General
Heat treatment of production parts shall be performed with heat-treating equipment that has
been calibrated and surveyed.
F.3.2 Records
Records of furnace calibration and surveys shall be maintained for a period not less than
two years.
F.3.3 Temperature survey method for calibration of batch-type furnaces
A temperature survey within the furnace working zone(s) shall be performed on each
furnace at the maximum and minimum temperatures for which each furnace is to be used.
A minimum of nine thermocouple test locations shall be used for all furnaces having a
working zone greater than 0.3 m³ (10 ft.³). For each 3.5 m³ (125 ft.³) of furnace working
zone surveyed, at least one thermocouple test location shall be used, up to a maximum of
40 thermocouples. See Figure F.1 and Figure F.2 for examples of thermocouple locations.
For furnaces having a working zone less than 0.3 m3 (10 ft.3), the temperature survey may
be made with a minimum of three thermocouples located either at the front, centre and
rear, or at the top, centre and bottom of the furnace working zone.
After insertion of the temperature-sensing devices, readings shall be taken at least once
every 3 minutes to determine when the temperature of the furnace working zone
approaches the bottom of the temperature range being surveyed.
Once the furnace temperature has reached the set-point temperature, the temperature of
all test locations shall be recorded at 2-minute intervals, maximum, for at least 10 minutes.
Then readings shall be taken at 5-minute intervals, maximum, for sufficient time (at least 30
minutes) to determine the recurrent temperature pattern of the furnace working zone.
Before the furnace set-point temperature is reached, none of the temperature readings
shall exceed the set-point temperature by more than 13°C (25°F).
After the furnace control set-point temperature is reached, no temperature reading shall
vary beyond the limits specified. The temperatures within each furnace shall be surveyed
within one year prior to use of the furnace for heat treatment.
When a furnace is repaired or rebuilt, a new temperature survey shall be carried out before
the furnace is used for heat treatment.
 DEP 31.36.00.30-Gen.
February 2012
Page 26

Figure F.1—Thermocouple location—Rectangular furnace (working zone)

Figure F.2—Thermocouple locations—Cylindrical furnace (working zone)

F.3.4 Continuous-type furnaces method
Furnaces used for continuous heat treatment shall be calibrated in accordance with
procedures specified in SAE AMS-H-6875G.

F.4 Instruments
F.4.1 General
Automatic controlling and recording instruments shall be used. Thermocouples shall be
located in the furnace working zone(s) and protected from furnace atmospheres by means
of suitable protective devices.
F.4.2 Accuracy
The controlling and recording instruments used for the heat-treatment processes shall be
accurate to ± 1 % of their full-scale range.
 DEP 31.36.00.30-Gen.
February 2012
Page 27

F.4.3 Calibration
Temperature-controlling and -recording instruments shall be calibrated at least once every
three months.
Equipment used to calibrate the production equipment shall be accurate to ± 0.25 % of full-
scale range.
 DEP 31.36.00.30-Gen.
February 2012
Page 28

PART IV REFERENCES

In this DEP, reference is made to the following publications:

NOTES: 1. Unless specifically designated by date, the latest edition of each publication shall be used,
together with any amendments/supplements/revisions thereto.
2. The DEPs and most referenced external standards are available to Shell staff on the SWW (Shell
Wide Web) at http://sww.shell.com/standards/.

SHELL STANDARDS
Definition of temperature, pressure and toxicity levels DEP 01.00.01.30-Gen.
Materials for use in H2S-containing environments in oil and gas DEP 30.10.02.15-Gen.
production (amendments and supplements to ISO 15156:2009)
Quarter-turn acutators for on/off valves DEP 31.40.70.30-Gen.
Control valves – Selection, sizing and specification DEP 32.36.01.17-Gen.
Hydrogen induced cracking sensitivity test SPE 74/125
(amendments/supplements to NACE TM0284)
Procedure and technical specification for Type SPE 77/300
Acceptance Testing (TAT) of industrial valves
Valves – General requirements SPE 77/302
Fugitive emission production testing SPE 77/312
(amendments/supplements to ISO 15848-2)
Valves with Corrosion Resistant Alloy (CRA) weld overlay cladding SPE 77/313
Autocatalytic (Electroless) nickel phosphorus plating of sealing SPE 77/315
surfaces for wear resistance or anti-galling coating
Covered serrated metal (camprofile) gaskets SPE 85/100
(amendments/supplements to EN 12560-6)
Graphitic packing material SPE 85/203
(amendments/supplements to ASTM F 2168)
Packing material, graphite and carbon braided yarn SPE 85/204
(amendments/supplements to ASTM F 2191)
Toroidal sealing ring (O-Ring) test procedure SPE 85/301
(amendments/supplements to NORSOK M-710)

AMERICAN STANDARDS
Fire Test for Soft-seated Quarter-turn Valves API 607
Specification for Fire Test for Valves API 6FA
Pipe Flanges and Flanged Fittings: NPS ½ Through NPS 24 ASME B16.5
Metric/Inch Standard
Valves – Flanged, Threaded, and Welding End ASME B16.34
Large Diameter Steel Flanges: NPS 26 Through NPS 60 Metric/Inch ASME B16.47
Standard
Process Piping ASME B31.3
Gas Transmission and Distribution Piping Systems ASME B31.8
Nondestructive Examination ASME V
 DEP 31.36.00.30-Gen.
February 2012
Page 29

ASME Boiler and Pressure Vessel Code, Division 1, Rules For ASME VIII
Construction of Pressure Vessels
Standard Specification for Castings, Iron-Chromium, Iron-Chromium- ASTM A 743
Nickel, Corrosion Resistant, for General Application
Standard Specification for Common Requirements for Steel Flanges, ASTM A 961
Forged Fittings, Valves, and Parts for Piping Applications
Quality Standard for Steel Castings for Valves, Flanges and Fittings MSS SP-55
and Other Piping Components — Visual Method for Evaluation of
Surface Irregularities
Heat Treatment of Steel Raw Materials SAE AMS-H-6875G

BRITISH STANDARDS
Specification for Metric Dimensions of Toroidal Sealing Rings (“O”- BS 4518
Rings) and Their Housings
Testing of Valves Part 2: Specification for Fire Type-Testing BS 6755-2
Requirements

EUROPEAN STANDARDS
Metallic products - Types of inspection documents EN 10204
Industrial Valves - Method for Sizing the Operating Element EN 12570
Directive of the European Parliament and of the Council on the 97/23/EC
Approximation of the Laws of the Member States Concerning
Pressure Equipment
NOTE: Commonly known as the European Pressure Equipment
Directive(PED)

INTERNATIONAL STANDARDS
Pipe threads where pressure-tight joints are not made on the threads ISO 228-1
- Part 1: Dimensions, tolerances and designation
Industrial valves - Pressure testing of metallic valves ISO 5208
Industrial Valves - Part-Turn Actuator Attachment ISO 5211
Steel and Steel Products – Inspection Documents ISO 10474
Testing of Valves Fire Type-Testing Requirements ISO 10497
Petroleum and Natural Gas Industries – Pipeline Transportation ISO 13623
Systems
Petroleum and Natural Gas Industries - Pipeline Transportation ISO 13847:2000
Systems - Welding of Pipelines
Petroleum and Natural Gas Industries – Pipeline Transportation ISO 14313, Second Edition,
Systems – Pipeline Valves December 2007, including
Cor 1:2009.
Petroleum and Natural Gas Industries — Materials for Use in H2S- ISO 15156 (all parts)
Containing Environments in Oil and Gas Production