GS-4500 Instrumentation Design and Installation Specification

Devon Canada Corporation
Facilities Engineering Department
Instrumentation
Design & Installation
GS-4500
Rev 1
Date Rev Revision Description Author

23Oct2009 0 Original Issue Doug Baird
01Jul2012 1 Specification Harmonization Doug Baird
DEVON CANADA CORPORATION
General Specification July 2012
GS-4500 Instrumentation Design & Installation Rev 1
Approvals
Name Position Signature
VP,
Rob Dutton
Facilities Engineering
EIC Lead,
Phil Speight Construction/Facilities Engineering
Jackfish Program
EIC Lead,
Josip Lovric Construction/Facilities Engineering
Pike Program
Administrator,
Doug Baird
Electrical QMP
Page intentionally blank
DEVON CANADA CORPORATION
REVISION HISTORY
(UNLESS OTHERWISE NOTED, ALL REFERENCES TO CLAUSE NUMBERS APPLY

TO THE CLAUSE NUMBER IN THE REVISED DOCUMENT.)
October 23, 2009
0. Original Issue
July 1, 2012
1. Specification Harmonization - Contents of GS-3900 and GS-4590 amalgamated
3.
DEVON CANADA CORPORATION Page i
TABLE OF CONTENTS
1.0 SCOPE .............................................................................................................................................. 1

2.0 DEFINITIONS & ACRONYMS ............................................................................................................ 1
3.0 APPLICABLE STANDARDS ............................................................................................................... 2
4.0 REFERENCES.................................................................................................................................... 5
5.0 PERMITS AND APPROVALS ............................................................................................................. 5
6.0 GENERAL REQUIREMENTS ............................................................................................................. 6
7.0 HAZAROUS AREA CLASSIFICATION ............................................................................................. 16
8.0 FLOW INSTRUMENTS DESIGN & INSTALLATION ........................................................................ 16
9.0 LEVEL INSTRUMENTS DESIGN AND INSTALLATION................................................................... 27
10.0 PRESSURE INSTRUMENTS AND GAUGES DESIGN AND INSTALLATION .................................... 34
11.0 TEMPERATURE INSTRUMENTS DESIGN AND INSTALLATION .................................................... 38
12.0 SPEED INSTRUMENTS DESIGN AND INSTALLATION .................................................................. 42
13.0 VIBRATION INSTRUMENTS DESIGN AND INSTALLATION .......................................................... 42
14.0 COMBUSTIBLE GAS, H2S AND FIRE DETECTION ........................................................................ 43
15.0 PROCESS ANALYZERS ................................................................................................................... 43
16.0 TRANSMITTERS, CONTROLLERS AND RECORDERS ................................................................... 44
17.0 RELIEF VALVES AND RUPTURE DISCS ........................................................................................ 46
18.0 CONTROL VALVES ........................................................................................................................ 48
19.0 EMERGENCY SHUTDOWN, ON/OFF AND DEPRESSURING VALVES .......................................... 54
20.0 PRESSURE REGULATORS .............................................................................................................. 55
21.0 INSTRUMENT TUBING AND FITTINGS ......................................................................................... 56
22.0 WINTERIZATION ............................................................................................................................ 60
23.0 LOCATION, MOUNTING AND INSTALLATION ............................................................................. 62
24.0 RFI PROTECTION........................................................................................................................... 62
25.0 ENERGY EFFICIENCY AND EMISSION REDUCTIONS ................................................................... 62
26.0 TESTING AND COMMISSIONING ................................................................................................... 63
27.0 INSPECTION ................................................................................................................................... 65
28.0 MATERIAL ...................................................................................................................................... 65
29.0 PREPARATION AND SHIPMENT .................................................................................................... 66
30.0 STORAGE AND HANDLING ............................................................................................................ 67
31.0 INSTALLATION DETAIL DRAWINGS ............................................................................................. 67
DEVON CANADA CORPORATION Page ii
32.0 RESPONSIBILITY OF VENDOR ...................................................................................................... 68

33.0 DRAWINGS AND DOCUMENTATION ............................................................................................. 68
DEVON CANADA CORPORATION Page 1 of 70
This entire document is the property of Devon Canada Corporation as such is to be

considered confidential. Review, dissemination, distribution, copying, or use of this
document without prior consent of Devon Canada Corporation is strictly prohibited.
1.0 SCOPE
1.1. Applies To
1.1.1. This general specification covers the minimum technical requirements for
instrumentation design for all Devon Canada Corporation (OWNER) operated assets.
1.1.2. This specification shall be applicable to all grass roots installations, retrofits,
expansions, replacements, modifications and installations within packaged
equipment.
1.1.3. The existing physical facility, design techniques and system configuration shall be
fully considered in conjunction with this specification when expanding or
retrofitting a facility.
1.1.4. This specification is to be considered a part of the mechanical equipment

requisition to which it is attached and covers the design and supply of instrument
and control devices supplied by the VENDOR.
1.1.5. This specification shall apply not only to those items installed on equipment, but
also to those items supplied loose by the VENDOR.
1.2. Administration
1.2.1. Equipment and / or Material suppliers shall be referenced as the “VENDOR”

throughout this specification.
1.2.2. Shop fabrication and / or field construction services providers shall be reference as
the “CONTRACTOR” throughout this specification.
1.2.3. The purchaser of the Material, Equipment and /or Service is Devon Canada
Corporation or its Representative and shall be referenced as “OWNER” throughout
this specification.
2.0 DEFINITIONS & ACRONYMS

2.1. Acronyms
Acronym Expanded
I/P Current to Pneumatic Converter
OIU Operator Interface Unit
PCS Process Control System
Acronym Expanded
PLC Programmable Logic Controller
3.0 APPLICABLE STANDARDS

3.1. General
All equipment, materials, and services covered by this specification shall comply with:
a) The latest edition of any design codes or standards applicable to the intended
service that have been adopted by the regulatory authority having jurisdiction over
the fabrication and installation location.
b) The latest edition of industry design codes, standards, and recommended practices
applicable to the intended service, including those listed in section 3.2.
c) The latest edition of OWNER’s specifications, standards, templates, and typicals as
listed in sections 3.3 and 3.4.
d) Any project or item specific requirements issued by OWNER.
Compliance to a regulation, code, standard, specification, or recommended practice is

deemed to include compliance to any mandatory references contained within a regulation,
code, standard, specification, or recommended practice.
In the event of a conflict between these specifications and the regulations, codes,
standards or rules of the authorities having jurisdiction, the most stringent shall apply.
Conflicts between documents or within documents shall be brought to the immediate

attention of Devon Canada Corporation (OWNER) for resolution.
The requirements of this specification shall not be construed as eliminating consideration

of the Vendor's standard practices, which may be used subject to OWNER approval if found
to be equivalent, or superior, to the requirements of this specification.
Where methods or practices for engineering and design are not specified by the applicable
code, jurisdictional regulations or by OWNER, engineering and design shall be conducted in
accordance with good engineering practice and recognized methods.
OWNER reserves the right to request, review or approve any design code, specification
selection, engineering or design criteria, calculations, methods, procedures, or studies
conducted or used by VENDOR.
Conflicts or significant differences between this specification and the VENDOR’s methods or
practices intended to be used for engineering, design, fabrication, testing, or inspection
shall be brought to the immediate attention of OWNER for resolution.
Any deviation from this specification requires a Specification Deviation Request Form (F-
0030) to be completed and approved as per OWNER’s Engineering Standards and
Specifications Program (A-0030).
3.2. Industry Codes / Standards / Recommended Practices
Organisation Report No. Report Title/Description

American Gas Orifice Metering of Natural Gas and Other Related
AGA Report 3
Association Gas Hydrocarbon Fluids
Measurement AGA Report 7 Measurement of Gas by Turbine Meters
Committee (AGA)
Compressibility Factors of Natural Gas & Other
AGA Report 8
Related Hydrocarbon Gases
AGA Report 9 Measurement of Gas by Multipath Ultrasonic Meters
AGA Reports 11 Measurement of Natural Gas by Coriolis Meter
American Petroleum Recommended Practice for the Design and Installation
API 520
Institute (API) of Pressure relieving Systems in Refineries
API 521 Guide for Pressure Relief and De-pressuring Systems
API 551 Process Measurement Instrumentation
API 598 Valve Inspection and Test
API 607 Fire Test for Soft Seated Ball Valves
Non Contacting Vibration and Axial Position
API STD 670
Monitoring System
API STD 2530 Orifice Metering of Natural Gas (No. 3 A.G.A. Reports)
API STD 2531 Manual of Petroleum Measurement Standards
API STD 2534 Manual of Petroleum Measurement Standards
American Society of ASME B16.36 Orifice Flanges
Mechanical ASME PTC 19.3 Temperature Measurement
Engineers (ASME)
ASME B 31.1 Power Piping
ASME B 31.3 Chemical Plant and Petroleum Refinery Piping
ASME B 40.100 Pressure Gauges and Gauge Attachment
ASME B 40.200 Thermometers, Direct Reading and Remote Reading
ASME Section VIII, Division 1 Boiler and Pressure Vessel Code
American Standards Standard Specification and Temperature-
for Testing of ASTM E230 Electromotive Force (EMF) Tables of Standardized
Materials (ASTM) Thermocouples
Province of Alberta Alberta Code for Electrical Installations at Oil and Gas
-
Facilities
- Alberta Electrical and Communication Utility Code
- STANDATA – Safety Information Bulletins
Canadian Standards CSA C22.1 Canadian Electrical Code , Part 1
Association (CSA)
C22.2 No. 0.3 Test methods for Electrical Wires and Cables
Extra-Low-Voltage Control Circuit Cables, Low-Energy
C22.2 No. 35
Control Cable and Extra-Low-Voltage Control Cable
CSA B51 Boiler, Pressure Vessel and Pressure Piping Code
International
Electrotechnical IEC 60751 Industrial Platinum Resistance Thermometer Sensors
Commission (IEC)
Instrument Society ISA 5.1 Instrumentation Symbols and Identification
of America (ISA)
ISA 75.01.01 Flow Equations for Sizing Control Valves
ISA 75.02.01 Control Valve Capacity Test Procedures
ISA 75.05.01 Control Valve Terminology
Organisation Report No. Report Title/Description

Instrument Society ISA 75.07 Laboratory Measurement of Aerodynamic Noise
of America (ISA) Generated by Control Valves
Face-to-Face Dimensions for Integral Flanged Globe-
ISA 75.08.01 Style Control Valve Bodies (Classes 125, 150, 250,
300, and 600)
ISA 75.08.02 Face-to-Face Dimensions for Flangeless Control Valves
(Classes 150, 300, and 600)
Face-to-Face Dimensions for Socket Weld-End and
ISA 75.08.03 Screwed-End Globe-Style Control Valves (Classes 150,
300, 600, 900, 1500, and 2500)
ISA 75.08.04 Face-to-Face Dimensions for Buttweld-End Globe-
Style Control Valves (Class 4500)
Face-to-Face Dimensions for Buttweld-End Globe-
ISA 75.08.05 Style Control Valves (Classes 150, 300, 600, 900,
1500, and 2500)
ISA 75.08.06 Face-to-Face Dimensions for Flanged Globe-Style
Control Valve Bodies (Classes 900, 1500, and 2500)
ISA 75.08.07 Face-to-Face Dimensions for Separable Flanged
Globe-Style Control Valves (Classes 150, 300, and 600)
Face-to-Centerline Dimensions for Flanged Globe-
ISA 75.08.08 Style Angle Control Valve Bodies (Classes 150, 300,
and 600)
ISA 75.08.09 Face-to-Face Dimensions for Sliding Stem Flangeless
Control Valves (Classes 150, 300, and 600)
ISA 75.11.01 Inherent Flow Characteristic and Rangeability of
Control Valves
ISA 75.13.01 Method of Evaluating the Performance of Positioners
with Analog Input Signals and Pneumatic Output
ISA 75.17 Control Valve Aerodynamic Noise Prediction
ISA 75.19.01 Hydrostatic Testing of Control Valves
ISA 75.25.01 Test Procedure for Control Valve Response

Measurement from Step Inputs
ISA 75.26.01 Control Valve Diagnostic Data Acquisition and
Reporting
ISA RP75.23 Considerations for Evaluating Control Valve Cavitation
ISA TR75.04.01 Control Valve Position Stability
ISA TR75.25.02 Control Valve Response Measurement from Step Inputs
Scientific Apparatus
SAMA PMC 33.1 Electromagnetic Susceptibility of Process Control
makers Association
Instrumentation
(SAMA)
National Association
NACE MR 0175 / ISO 15156 Materials for Use in H2S Containing Environments in
of Corrosion
Oil and Gas Production
Engineers (NACE)
3.3. Devon Specifications

Specification
No. Specification Title
GS-4010 Electrical Design Specification
GS-4020 Electrical Installation Specification
GS-4025 EI&C Testing on Skid Packages
GS-4040 Low Voltage Control Panel Specification
GS-4050 Combustible Gas, H2S and Fire Detection Specification
GS-4410 Measurement Equipment – Installation Criteria

Specification
No. Specification Title
GS-4600 Instrument Installation, Typical Details
GS-4710 Process Automation System Specification
GS-5100 Piping Design
GS-5110 Piping Configuration
GS-5200 Piping Materials and Installations
GS-5210 Piping Class Specifications
GS-5230 Specialty Services
GS-5300 Valve Specifications
3.4. Devon Standards / Templates / Typicals

Doc No. Description
A-0021 THO Record Transfer Standard
A-0022 THO Technical Record Numbering Standard
A-0024 THO Record Coding Standard
A-0026 THO Revision Number Standard
A-0030 Specification Deviation Request
A-4810 Drawing Standards and Control
F-0030 Specification Deviation Request
F-6465 Wellsite Skid Prewiring Checklist
F-6466 Wellsite RTU Start-Up Checklist
F-6468 Startup Check Sheet
F-6469 Electrical Engineering Close Out Check List
4.0 REFERENCES
No. Reference
1 Flow Measurement Engineering Handbook – R.W. Miller
5.0 PERMITS AND APPROVALS

5.1. General
5.1.1. In Alberta, Devon (OWNER) is an accredited corporation under Section 24 of the

Safety Codes Act (Electrical) and, as such, functions under an Electrical Quality
Management Plan (QMP). Permitting and inspection in the Province of Alberta
functions through the OWNER Electrical QMP Coordinator. With each project in
Alberta, Electrical QMP procedures shall be strictly followed for internal and
regulatory review.
5.1.2. Under the OWNER Electrical QMP, engineered projects or facility modifications are
required to have electrical drawings reviewed by the OWNER Electrical QMP
Coordinator, or his designate, before an electrical permit is issued. Subsequently,
all drawing and permit issues must be addressed before construction commences on
the facility.
5.1.3. For projects outside Alberta, OWNER Electrical QMP procedures will apply but with
an additional requirement; that is, drawings must be submitted to the appropriate
provincial or municipal authority for regulatory approval:
• In British Columbia – the British Columbia Safety Authority
• In the Yukon – the Yukon Territory Government (YTG)
• In Saskatchewan – Sask Power
5.1.4. Electrical Permits issued outside Alberta shall have a copy of the permit and final
inspection report inserted in the OWNER project file upon completion of the
project.
5.1.5. OWNER review or approval of drawings does not relieve the Engineering Design or
Installation CONTRACTOR of the overall responsibility for detailed design or
compliance with the Canadian Electrical Code and this specification.
5.1.6. A Variance from the rules and regulations of the Canadian Electrical Code C22.1,
other federal, provincial and municipal codes and regulations are not covered
under the OWNER Engineering Standards and Specifications Program (ES&S).
Variances shall be handled as per the guidelines set out in the OWNER Electrical
Quality Management Plan (QMP) for Electrical Inspections.
5.1.7. On all of OWNER properties, OWNER functions under an OWNER Measurement

Quality Measurement Plan (QMP); engineered projects or facility modifications are
required to have Instrumentation drawings (P&ID’s, general arrangements, etc.)
reviewed by the OWNER Measurement QMP Coordinator, or his designate, before
construction commences. Subsequently, all measurement selection and installation
issues must be addressed before construction commences on the facility. Use this
specification and GS-4410 Measurement Equipment – Installation Criteria as a
guideline for all process measurement equipment design and installation.
6.0 GENERAL REQUIREMENTS

6.1. Engineering Design Notes
6.1.1. Where the project is an extension or modification to an existing plant, the existing
drawings are to be considered as representative only, as they may not indicate the
true-as-built condition, accurate dimensions, actual depth or location of
underground utilities, obstructions, or other features. Work areas or existing
installation must be confirmed with respect to any field dimensions or capacities to
complete the design of the facilities.
6.1.2. Engineered equipment shall be specified, bid and purchased using OWNER
purchasing practices and using the appropriate OWNER Equipment Specifications
identified in this specification.
6.1.3. Instrument ranges shall be selected so that the normal operating range is between
30% and 70% of the instrument’s full range. Minimum and maximum shall be
between 10% and 90%.
6.1.4. All instrumentation and control systems shall be designed to operate in a “fail
safe” mode.
6.1.5. Standardization on similar equipment, sizes and components shall be maintained

wherever possible. All instrumentation must be new and the manufacture and
model of device shall be approved by OWNER. The use of “Remanufactured”
instrumentation is not encouraged and shall only be used with prior approval form
OWNER.
6.1.6. Instrument systems shall be designed for maximum simplicity, reliability, minimum
maintenance and ease of calibration or maintenance on all components.
6.1.7. All instrumentation shall be CSA (or OWNER approved equal) approved. All
instrumentation shall be approved for the Hazardous Area Classification in which
they are installed. If installed outdoors, they shall be rated weatherproof in
addition to the Hazardous Area Classification in which they are installed outdoors.
6.1.8. All instruments shall be designed and specified to ensure all wetted internals or
materials be suited for the service in which they are installed. The internal
materials stated throughout this document are the minimum requirement subject
to service suitability.
6.1.9. All instruments shall be provided with proper over range protection. The preferred
method is to provide this as an integral part of the manufacturers design. Where
this is not available then an external method over range protection shall be
approved by OWNER.
6.1.10. Instrument flow plan symbols shall be in accordance with ISA S5.1, latest version.
6.1.11. Instrument identification shall follow OWNER Project Specific Tagging

Requirements. Where the project is an extension or modification to an existing
plant, the existing tagging methods shall be followed.
6.1.12. Instruments in sour service shall comply with NACE - MR 0175/ISO 15156 and be
approved for use by OWNER.
6.1.13. All instruments which are exposed to process pressures in a flammable liquid or gas
application shall be certified to meet the requirements of the Canadian Electrical
Code Section 18. The instruments shall be marked on their nameplate as “Single
Seal” or “Dual Seal” as per the requirements of ANSI/ISA 12.27.01 - “Requirements
For Process Sealing Between Electrical Systems and Flammable or Combustible
Process Fluids or Gases”.
6.1.14. In applications where the instruments in 5.1.11 above are not available with
“Single Seal” or “Dual Seal” certification, the instrument shall then have a
“Secondary Seal” installed as per the requirements of the Canadian Electrical Code
Section 18. This will only be permitted with prior approval from Devon.
6.1.15. All Instrumentation will have parts easily accessible for any maintenance whenever
possible.
6.1.16. Use of smart transmitters is preferred rather than switches for main process control
instrumentation.
6.1.17. Mercury switches of any kind will not be used.
6.1.18. All switch contacts installed in process buildings or areas are to be hermetically
sealed to avoid exposure to ambient conditions.
6.1.19. Instruments identified by piping class for Sour Service where material is potentially
subjected to Sour Service or leakage of Sour Process Fluid shall conform to all
applicable requirements of NACE Specification MR-01-75 latest edition.
6.1.20. Copper, Brass and Aluminum Alloys shall not be used for instrument fitting, piping
or tubing. Special circumstances requiring nonconformance may be permitted with
prior written approval from Devon.
6.1.21. The primary isolation valve between instrument connections and process lines shall
be a minimum of 27mm, with the exception of valves connected to orifice flange
pressure taps, which will be 21mm up to 600# ASME flanges. Requirement for
double block and bleed are in accordance with piping line class.
6.1.22. Branch connections from a horizontal instrument air header shall be from the top
of the header with a 27mm block valve provided at each branch connection. A
27mm drain valve shall be installed at all low points of the header.
6.1.23. Spare instrument air header branch connections shall be provided on the basis of
20% spare or at least one spare per area on all instrument air supply systems.
6.2. Physical Tagging
6.2.1. Each instrument shall be provided with an embossed stainless steel identification
tag or engraving directly on the assembly. The tag shall be permanently attached
using stainless steel screws, stainless steel bolts, or a stainless steel wire of
minimum #16 AWG. (Where the instrument has been re-built or relocated in the
field, a plastic lamicoid may be substituted for the stainless steel tag due to
availability). The tags shall include the following minimum information:
• Manufacturer’s name
• Model and serial number
6.2.2. Where appropriate, all panel mounted instruments shall be provided with two
lamicoid nameplates engraved with the OWNER assigned tag number. One label
shall be affixed to the front of the panel while the second shall be mounted on the
backside of the panel. Internal panel instruments with backsides not accessible
shall only have a front nameplate.
6.2.3. Junction boxes and bulkhead plates shall be provided with an identification tag.
Tubing runs and multiple bundles shall be tagged at each end. Tubing runs less than
3 m in length shall not require tagging.
6.2.4. All instruments shall have a tag with an identification corresponding to the Piping
and Instrumentation Diagrams (P&ID’s).
6.2.5. The instruments shown or listed on VENDOR supplied Documentation and Drawings
shall be tagged as to correspond with the OWNER supplied tag numbers.
6.3. Engineering Unit

Following table defines engineering units to be used for process variables on instrument data sheets
and control system graphics.
Standard Conditions are defined as 101.325 kPa(a) and 15°C for SI measurement.
Variable Data Sheets Control System Display

Flow
Water: kilograms per hour kg/h meters cubed per hour m3/day
Liquid: kilograms per hour kg/h meters cubed per hour m3/day
Vapor or Gas: kilograms per hour kg/h std meters cubed per E3M3/day
hour
Steam: kilograms per hour kg/h kilograms cold water kg/h CWE
equivalent per hour
Solids or Slurry: kilograms per hour kg/h tonnes per hour or t/h
3
meters cubed per hour m /day
Diluent: kilograms per hour kg/h meters cubed per hour m3/day
Oil kilograms per hour kg/h meters cubed per hour m3/day
Length Meters (except for m meters m
nominal pipe size)
Liquid Level
Vessels: millimeters or mm or % percent (meters) % (m)
percent
Tanks: millimeters or mm or % Meters of Height meters
percent (meters)
Power
Mechanical: kilowatts kW kilowatts kW
Electrical
Power: Kilowatts kW kilowatts kW
Current: Ampere A ampere A
Power Factor: power factor PF power factor PF

Potential: volts (AC or DC) VAC or volts VAC
VDC VDC
Pressure
Static: kilopascals gauge kPa(g) kilopascals gauge kPag
Differential: kilopascals kPa kilopascals differential kPad
differential
Vacuum: kilopascals gauge kPa(g) kilopascals gauge kPag
(show negative sign for
vacuum and positive
sign for pressure e.g. -
10 kPag)
Absolute: kilopascals absolute kPa(a) kilopascals absolute kPaa
Temperature degrees celsius °C degrees celsius °C
Viscosity centipoise cP centipoise cP
3
Density kilograms per cubic kg/m kilograms per cubic kg/m3
meter meter
Frequency hertz Hz hertz Hz
Heat gigajoules GJ gigajoules GJ
Energy megawatt hour MW-h megawatt hour MW-h
Time hour, minute, h, m, s hours, minutes, hh:mm:ss
second seconds
(in 24 hour format)
Date year, month, day y, m, d year, month, day yyyy.mm.dd
Sound decibels (acoustic) dB(A) decibels (acoustic) dB(A)
Composition
H2S: parts per million ppm parts per million ppm
LEL (for any type of gas): percent of lower % LEL percent of lower % LEL
explosive limit explosive limit
Component: mol percent mol % mol percent mol %
Vibration
Accelerometer mm per second mmps mm per second mmps
X – Y Probe millimeter mm millimeter mm
Torque Newton meters Nm Newton meters Nm
Velocity meters/second m/s meters/second m/s
Rotation revolutions per rpm revolutions per minute rpm
minute

2
Inertia Kilogram meter s kg•m Kilogram meter s kg•m2
squared squared
6.4. Acceptable Manufacturers

A listing of manufacturers acceptable to the OWNER may be provided on a project specific
basis. The VENDOR shall only provide instruments from these manufacturers. The VENDOR
shall notify the OWNER if a particular instrument type has not been covered. The OWNER
will review and approve any new manufacturers.
6.5. Pneumatic Instruments
6.5.1. Pneumatic signals shall be 20 to 100 kPa(g), except 40 to 200 kPa(g) may be used for valve
actuators or controlled end devices. Status alarm and shutdown devices shall use 0 to 200
kPa(g).
6.5.2. Low bleed instruments suitable for the application shall be considered. During the
pneumatic instrument specification and technical evaluation process preference
will be given to instrumentation offered with low-bleed characteristics.
6.5.3. All local controllers shall be equipped with indicators, displaying the measured
variable. The control action of controllers shall be field reversible. Proportional
and integral control modes shall be available even if not required on the data
sheet.
6.5.4. An individual supply regulator c/w integral filter and liquid drain shall be installed
upstream of each user. Each regulator shall have an individual isolation ball valve
upstream (needle valves are not permitted). Regulators should be installed in the
upright position whenever possible, when direct mounted to an instrument if the
regulator is laying down, ensure the drain valve is at the lowest point to allow for
removal of liquids. The regulator must be supplied with a pressure gauge to match
the regulators spring range if the corresponding instrument does not have supply
pressure indication. The spring range of the regulator shall be chosen so that at the
highest pressure setting the maximum operating pressure of the instrument it
supplies is not exceeded. (Example: 0-750 kPa regulator should not be used on 0-
100 kPa controller. The setting is not as accurate and the instrument may be over
pressured by a couple turns of the adjusting screw.)
6.5.5. In sour instrument gas service the regulator shall have a vented bonnet and be
connected to a low pressure vent header. Ensure that the vent header is dedicated
to regulators only and does not have any high pressure constant vent
instrumentation connected to it.
6.5.6. In sweet instrument gas service the regulator shall have a vented bonnet and be
vented outside the building away from doors, walkways, windows, junction boxes,
building vents and fired heaters air inlets. Minimum distance 1.5m. Vents outside
wall will be bent down a minimum 45 degrees.
6.5.7. In large buildings or large process areas, the minimum size of branch headers shall
be as follows. The design shall include the provision to isolate individual
instruments and groups of instruments from the main air supply as well as 20%
spare capacity for future expansions.
Number of Minimum Branch
Instrument Supply Header Size
Connections mm NPS
Up to 4 21 1/2
Up to 10 27 3/4
Up to 25 33 1
Up to 60 48 1 1/2
Up to 100 60 2
6.5.8. In small buildings or small process areas such as wellsite skids, 316 seamless
stainless steel tubing may be used where practical. The minimum size of tubing
instrument headers shall be as follows. The design shall include the provision to
isolate individual instruments and groups of instruments from the main air supply.
Number of Minimum Branch Header
Instrument Supply Size
Connections mm NPS
1–3 17 3/8
4–7 21 1/2
8 or more Not allowed
6.6. Electronic Instruments
6.6.1. Consult GS-4010 Electrical Design Specification for detailed information.
6.6.2. Analog signals shall be 4 to 20 mA and direct current. A two wire system shall be
used, unless the equipment needed is not available in a two wire configuration.
6.6.3. Electronic instruments suitable for field bus installations are acceptable. Field bus
protocol shall be project specific and shall be determined in consultation with the
OWNER Project Automation Lead.
6.6.4. Instrument system design shall utilize normally energized circuits (failsafe).
6.6.5. All switches shall be SPDT (single pole, double throw) as a minimum. Where this
configuration is not available, any substitution shall be approved by Devon.
6.6.6. Instrumentation which has an option for 24 VDC or 120 VAC source, the 24 VDC
shall be used.
6.6.7. It is preferred that all instruments are loop powered. If external power is required,
the preference is 24 VDC up to 1 Amp, and 120 VAC for any devices requiring more
than 24 VA. External power requirements shall be communicated to the OWNER
immediately and identified clearly on VENDOR P&ID’s and documentation.
6.6.8. Instrument signals that interface directly with OWNER supplied motor starters shall
be 24 VDC or 120 VAC and shall be determined in consultation with the OWNER
Project Automation Lead.
6.6.9. The VENDOR signals to and from OWNER’s Process Control System equipment shall
be 4-20 mA, isolated signals. Refer to OWNER GS-4710 Process Automation System
Specification for specific communication protocol requirements.
6.6.10. All instruments shall be suitable for the electrical hazardous area classification in
which they are installed. Intrinsically safe design methods will not be used unless
otherwise specified by the OWNER.
6.6.11. All instruments shall be CSA (or OWNER approved equal) approved and also
approved for the service in which they are to be used. (Example: I/P on
instrument gas service must be approved for use with natural gas as opposed to air
only.)
6.6.12. All electronic instruments shall be approved (and marked as such) for “Single Seal”
or “Dual Seal” as per the Canadian Electrical Code “Secondary Sealing
Requirements”. On an application where an instrument with this approval is not
available, OWNER shall be contacted to discuss a solution.
6.7. Instrument Installation
6.7.1. The OWNER GS-4600 Instrument Installation Details shall be used as the primary
guideline for all installations.
6.7.2. Where installation details for a specific installation are not covered in this
specification, the manufacturer’s recommendations and accepted good instrument
practice shall be used.
6.7.3. All instruments shall be accessible and visually readable from grade, platforms or
permanent ladders. The instrument location shall suit the operator’s use of the
visual information. Examples of this are:
• A pump discharge pressure gauge shall be readable at the starter controls.
• A level indicator shall be visible from the platform or level control valve if
possible.
• A storage tank level gauge, indicating transmitter and temperature indicator
shall be near the base of the stairs.
6.7.4. Indicating instruments shall be installed to place the centre line of the display or
indicator at approximately 1520 mm above operator access level, where possible.
6.7.5. Inline mounted instruments and control valves in critical service shall be installed a
maximum of 1200 mm above grade without access facilities.
6.7.6. Instruments shall be installed level and plumb.
6.7.7. Instruments shall be mounted on proper instrument supports. Instruments shall be

rigidly mounted to a standalone structure or wall of building. DO NOT MOUNT ON
PROCESS PIPING. Instrument tubing shall in no way act as a supporting mechanism
for the instrument. Only local indicators such as pressure gauges and bi-metal
temperature indicators shall be allowed to be mounted directly on the process
piping or equipment.
6.7.8. Instrument systems attached to process vessels and pipelines shall include a means
to allow for thermal movement, such as providing flexibility in the process tubing.
6.7.9. Instruments shall not be mounted on hand rails and ladders.
6.7.10. The welding of instrument brackets or clips directly to tanks, vessels and piping
shall not be permitted in the field. This must be part of the vendors engineered
design and be performed during the original equipment fabrication.
6.7.11. Instruments shall not be mounted on lines or equipment subject to excessive

vibration unless they are specifically approved for this application.
6.7.12. Instruments, instrument tubing and wiring shall not be located directly over steam
lines or other hot process piping or equipment. They shall be located to avoid
potential flash fire areas such as directly over pumps, furnaces or under areal
coolers.
6.7.13. Each instrument shall have its own connection(s) to vessels, bridles or piping. Such
connection(s) shall not be combined with vents, drains, etc. Means of isolation,
venting and calibration of instruments shall also be part of this installation.
6.7.14. Instruments shall be installed to provide clearances for the opening of instrument
doors and enclosures and removal of covers and cases. Enclosures shall not
interfere with the operation of associated valves or nearby equipment or obstruct
the observation of indicators.
6.7.15. Instruments shall be positioned so that exits are not obstructed during normal
egress from any area and in case of emergencies.
6.7.16. Copper or copper alloy materials for instrument parts or instrument piping and
fittings shall not be used in any location where hydrogen sulfide or caustic can be
potentially present either internally or externally.
6.7.17. Instrument piping shall not be run underground or under floors. An exception may
be permitted on prefabricated vendor skid packages where the piping, tubing and
wiring is installed in below floor piping troughs which are covered by removable
grating. An example of this would be a gas compressor skid package. In all
applications, the entire length of the tubing and wiring shall be accessible by
removable covers or grating. The design and layout of these skids shall be approved
by OWNER. All tubing passing through grating will have enough clearance to ensure
no contact in installations where vibration will be an issue. Tubing that is run under
grating will only use tubing unions where absolutely necessary, to avoid potential
leaks.
6.7.18. Instrument supports shall be constructed and installed to provide for the following:
• Prevent liquid trapping
• Allow for direct instrument removal
• Prevent any mechanical stress at the instrument tubing connections
• Provide space and mounting provisions for associated instrument accessories
• Rigidity for vibration installations
• Allow proper access to any wiring terminals the instrument may have.
6.7.19. Instruments, associated components, pipe and tubing connections shall be installed
in accordance with the OWNER GS-4600 Instrument Installation Details.
6.7.20. Measurement primary elements and associated instrumentation on accounting and

reporting meters shall be installed as per the requirements of the OWNER GS-4410
Measurement Equipment – Installation Criteria.
6.8. Instrument Wiring
6.8.1. All wiring systems shall be designed and installed as per the requirements of the
OWNER Electrical Specifications and applicable codes and standards as referenced
in section 3.0 of this specification.
6.8.2. All electrical devices shall be installed in such a manner to permit easy removal
without breaking seals or cutting wires
6.8.3. New wiring and modifications to existing wiring shall only be performed by a
qualified Journeyman Electrician or a supervised Apprentice Electrician. Qualified
Instrument Mechanics and/or Instrumentation Technologists shall only be permitted
to troubleshoot, test, disconnect and reconnect wiring to instruments.
Instrumentation personnel shall NOT be permitted to install new wiring or make
modifications to existing wiring.
6.8.4. All instrumentation wiring shall be checked for proper continuity and isolation to
ground using an ohm meter. A megohm meter shall not be used to test instrument
or control circuits.
6.8.5. Cable shields shall be grounded at one end only, through the instrument ground
bus. The ground connection shall be at the control panel or signal source end. The
individual twisted pair cable shields shall be carried continuously through each
junction box and be isolated from all other shields or grounds. The cable shield at
the end device shall be properly isolated from ground and NOT connected.
6.9. Packaged Equipment Control System Requirements
6.9.1. The use of systems other than the facility PCS shall be minimized.
6.9.2. Where a PLC is required for the mechanical package control system, it shall be
supplied in accordance with the following requirements:
• The PLC rack shall include power supply unit, processor, OIU and I/O.
Multiple racks may be used, but the system, wen commissioned, must include
at least 25% spare I/O and 25% spare slots.
• A complete listing of all PLC hardware shall be provided.
• A hard and soft copy of the PLC program will be provided.
• The PLC make and model shall be determined in consultation with the
OWNER Project Automation Lead and shall be compatible with the PCS.
Individual components shall be chosen by the VENDOR and approved by the
OWNER Project Automation Lead.
6.9.3. A detailed written description and/or Cause and Effect Diagram of the operating
sequence and interlocks are also required. The description shall completely
identify all of the Package’s tag numbers, operating parameters, set points and
startup/shutdown procedures. The VENDOR must obtain OWNER’s approval prior to

the commencement of any programming. All OWNER comments shall be fully
incorporated into the design.
6.9.4. The program shall be available at the completion of the Package as per the
corresponding Seller Drawing and Data Requirements (SDDR).
7.0 HAZAROUS AREA CLASSIFICATION

7.1. General
7.1.1. An area classification drawing shall be done by the Electrical Engineering

Consultant as early as possible in a project and approval in general shall be
obtained from OWNER Project Automation Lead to allow for proper selection of
equipment. Wherever possible, area classification requirements should be
considered in the preparation of the site layout to minimize future problems, which
could require classified areas being extended on to roads or walkways or relocation
of facilities.
7.1.2. Area classification drawings shall include notes outlining any conditions that apply
to the area classification, specific area classification diagrams and the minimum
vent openings where fugitive emissions studies apply.
7.1.3. The Hazardous Area Classification details in OWNER GS-4300 Electrical Standard
Detail Drawings are the OWNER preferred area classifications for the various
installations.
7.1.4. Areas not covered by the above rules or recommendations shall be classified by
OWNER.
7.1.5. All instruments shall be suitable for the electrical area classification in which they
are installed.
8.0 FLOW INSTRUMENTS DESIGN & INSTALLATION

8.1. General
Flow Instruments shall be designed and installed in accordance with OWNER GS-4410
Measurement Equipment - Installation Criteria Specification which is the governing document
for the OWNER Quality Management Plan for Production Measurement on accounting and
reporting meters.
8.2. Engineering Design of Orifice Plates, Flanges and Meter Runs
8.2.1. The minimum requirement for straight run of pipe shall be in accordance with the
American Gas Association Report No. 3 on the basis of Beta (d/D) ratio of 0.65. If
this is not possible, the actual Beta (d/D) ratio may be used subject to prior
approval.
8.2.2. All metering orifices shall be located as follows to ensure proper functioning of the
instruments:
• On the upstream side of a control valve when vaporization of the liquids may
occur or when turbulence caused by the valve could affect the orifice
element.
• Where a liquid line will run full at all times:
o Install a minimum of 1 meter below the level of liquid in the vessel.
o Horizontal installation is preferred.
o If mounted vertical, the flow shall be upwards to ensure the meter is
full at all times
• Heat tracing requirements (internal switches shall be supplied for high
viscosity fluid applications
• Above the recorder or transmitters for liquid, oil vapor and steam lines.
• Below the recorder or transmitters for dry gas lines.
• In a vertical run of pipe with the flow downward where condensate may be in
a gas or steam line. Vertical runs shall be avoided in all other cases.
• In accessible locations.
• Never at a low point in a line (i.e. pipe rises on both sides of meter).
8.2.3. The upstream length shall not be less than 20 times the pipe diameter, or the
downstream length less than 5 times the pipe diameter.
8.2.4. Straightening vanes and flow conditioners may be permitted in order to reduce the
length of straight pipe lengths required. Straightening vanes and flow conditioners
may only be used with permission from OWNER.
8.2.5. Where OWNER approval is given for straightening vanes or any flow conditioner,
thermowells will not be installed closer than 36 in. from upstream side of
straightening vanes or flow conditioner.
8.2.6. Adequate provision shall be made in the design to allow for various pressure losses
due to entry of a restriction in the line by the orifice plate.
8.2.7. Fluid shall not undergo a phase change when flowing through an orifice plate. (i.e.
no vaporization of liquid or condensation of vapor should occur).
8.2.8. All orifice plate installations shall have provisions for two (2) temperature
thermowells, 27mm NPT downstream of the orifice fitting. On senior and junior
orifice fittings, these shall be on the manufactured meter run. (Flanged connection
on highly sour or corrosive applications)
8.2.9. Orifice plates shall be 316SS unless process fluid and 316SS are not compatible.
8.2.10. Orifice plates for 324 mm meter runs and under are to be 3 mm thick. 324 mm
meter runs and larger are to be 6 mm thick.
8.2.11. The minimum orifice run for flow measurement and process flow control is 50 mm.
8.2.12. Integral orifice devices may be used for installations smaller than 50mm and only
with prior approval by OWNER and only for flow indication. Integral orifice devices
shall not be used for accounting and reporting flow measurement or process flow
control.
8.2.13. Minimum rating of an orifice flange shall be ANSI 300.
8.2.14. The normal differential pressure range for orifice plates shall be 0 to 25 kPa. If the
normal range is not practical, the standard range shall be 0 to 5 kPa, 0 to 12.5 kPa
or 0 to 50 kPa.
8.2.15. The maximum differential pressure ranges for gas, steam or vapor orifice meters
shall be as follows:
Static Pressure Differential Pressure
(kPa) (kPa)
35 to 240 5
240 to 585 12.5
585 and up 25
Note: 25 kPa is the preferred maximum range. For steam service 50 kPa is the
preferred maximum range.
8.2.16. The exception to the above will be when Multivariable transmitters are used in
which case the normal differential and static pressure ranges for orifice plates shall
be as follows:
Static Pressure Differential Pressure
(kPa) (kPa)
0 to 5515 1000
0 to 6895 1205
0 to 20685 1000
0 to 34475 1205
Note: The above are the preferred ranges. Other ranges may be used only with
prior approval from OWNER.
8.2.17. Senior orifice fittings shall be used where orifice plates have to be changed or
inspected frequently and an interruption to plant operations is not acceptable.
Meter runs in sour service greater than 1% H2S shall be a senior style orifice fitting.
8.2.18. Junior orifice fittings may be used where orifice plates do not have to be changed
or inspected frequently, and only where an interruption to process is acceptable.
Junior orifice fittings with a block and bypass around the meter run shall be used
only with prior approval from OWNER.
8.2.19. Orifice flanges are acceptable in non-critical service or where a plant shutdown is
not required to change orifice plates. Only use orifice flanges on installations
where changing the orifice plate is not required and meter is not used for reporting
or accounting function.
8.2.20. Certified AGA-2000 meter runs with senior orifice fittings shall be used for Custody
Transfer meters, Accounting meters and for Major Plant Product Balance meters.
8.2.21. Beveled orifice plates shall be used in all reporting and accounting meter
installations. Square edged orifice plates shall be used only in applications where
the flow reading is only being used for indication or process control.
8.2.22. Orifice bores shall be sized according to the methods described in the publication
"Flow Measurement Engineering Handbook" by R.W. Miller and manufactured in
accordance with AGA Report No. 3 latest edition. The orifice plate Beta shall be
between 0.20 and 0.65.
8.2.23. Sample points shall be designed and installed as per the requirements of the
OWNER GS-4410 Measurement Equipment – Installation Criteria.
8.2.24. Where restriction orifices are required, the following shall apply:
• It shall consist of a stainless steel orifice plate of conventional design
installed between flanges.
• The orifice diameter shall be stamped on the tab of the plate in letters at
least 6mm high.
• Union type restriction orifices may be used in pipe 33mm NPT and smaller. In
all cases orifice material shall be a minimum 304 stainless steel. The orifice
union must be tagged with a tag number on the drawings and the piping so
the location is known.
8.3. Installation of Orifice Plates, Flanges & Meter Runs
8.3.1. On all OWNER properties where the flow meters are used for “Custody Transfer”,
“Accounting” or “Plant Balance” purposes, the measurement primary elements and
associated instrumentation shall be installed as per the requirements of the OWNER
GS-4410 Measurement Equipment – Installation Criteria.
8.3.2. All other installation which do not apply to 8.2.1 above shall be installed as
follows:
8.3.3. Straightening vanes and flow conditioners shall not be permitted in order to reduce
the length of straight pipe lengths required. Straightening vanes and flow
conditioners may only be used for special circumstances and only with permission
from OWNER.
8.3.4. Orifice fittings shall be installed with center lines less than 610 mm above operator
access level. Installation shall allow the safe changing of orifice plates
8.3.5. Orifice tap orientation for liquids shall be between 90º horizontal and 45º down and
taps for gases shall be on the top 180º.
8.3.6. Where two flow instruments are installed on one orifice, either instrument must be
capable of being isolated and de-pressured without interfering with the operation
of the other instrument. Accounting meter devices shall not have any other devices
connected to their sensing lines. In this case other devices shall be installed on the
second set of taps on the other side of the changer
8.3.7. All orifice plates shall be carefully cleaned and centered on installation, following
the testing and flushing of the lines.
8.3.8. Sensing lines for orifice fittings for gas service shall be installed to allow fluid
buildup to drain back to fitting. The lines will have a slope of 1:10. Where this is
not possible, drip bottles will be installed and only when all other design
possibilities have been reviewed. Drip bottles shall only be used as a last resort.
Drip bottles are NOT PERMITTED on Reporting, Accounting or Plant Balance meter
installations.
8.3.9. Orifice flanges shall have jack screws and conform to AGA recommendations.
8.3.10. The handle of orifice plates within flanges in insulated lines shall be long enough
for the information stamped on the handle to be clearly visible without removing
the insulation. The information stamped on the handle as a minimum shall be:
• Nominal pipe size.
• Orifice size.
• Inlet side.
• Material designation.
8.3.11. Flange taps sensing ports shall be 12 mm for all ANSI Classes.
8.3.12. Both horizontal and vertical orifice runs are acceptable. If a vertical run is being
used the flow for liquids will be from bottom to top and gases will be from top to
bottom.
8.3.13. The root valves on the orifice fitting shall be full port valves.
8.3.14. Sensing lines shall be minimum 1/2 inch tubing and be attached to the same side of
the orifice fitting. Wall thickness shall comply with the corresponding piping class
specification but shall be no less than 0.049 wall tubing.
8.3.15. All meter runs will be vented to either a vent header or outside to a safe location
using 3/8” .035 SST minimum.
8.4. Engineering Design of Flow Meters
8.4.1. Variable area/rotameters design requirements:

• Rotameters should only be used on applications of small flow rates of liquid
or gas such as purge flows or sample flows to analyzers.
• Shall not be used for reporting, accounting or plant balance meters.
• Normal flow rate shall be between 30% and 70% of full scale. The flow range
shall be between 10% and 90% of full scale.
• Shall be installed with a line size block valve on upstream side
• Glass rotameters shall not be used on hydrocarbon gas or hydrocarbon liquid
or any service where the line size is 25mm or greater.
• Where glass rotameters are used, the operating temperature shall be at least
25% below the manufacturer’s specified limit.
• The pressure limit for a rotameter shall be at least 25% higher than the
designed system pressure with a relief valve in the piping set at system
design pressure.
• Rotameter floats and tubes shall be 316 stainless steel.
• Indicators on metal tube rotameters shall be read by means of a scale and
pointer.
• Float ring type indicators are not acceptable in pulsating service.
• Rotameters shall always be mounted in a vertical position.

• Where a rotameter is installed in a line connected to a vessel or line
containing a hazardous or toxic fluid, a check valve shall be installed
downstream of the meter.
• Variable area flow meters shall be limited to clean fluid service at low flow
rates. Typical accuracy is ± 10%.
• Rotameters will only be used on clean fluids.
• In highly corrosive applications, PTFE meters with PTFE seals and o-rings will
be used.
8.4.2. Turbine meter design requirements:

• Turbine flow meters shall be provided for high accuracy flow measurement
applications
• Supplier shall “prove” the liquid turbine flow meters in accordance with API
MPMS Section 4. Gas turbine flow meters shall be “proved” in accordance
with A.G.A. Report No. 7
• A strainer shall be installed upstream of turbine flow meters. Strainer shall
be located no closer than 20 pipe diameters upstream of meter.
• The strainer mesh shall be sized for the product stream viscosity. Strainers
NPS 60mm and larger shall have a differential pressure gauge installed across
it to indicate plugging.
• Turbine meters body material shall generally match the connected piping
material. Internal parts not part of the body casting shall be stainless steel.
• Meters shall be horizontally installed whenever possible.
• For liquid level measurement where liquid flow is controlled by level control
valves:
o Level control valves shall preferably be snap acting, not throttling.
o An exception to this may be permitted where the meter is installed in a
process control loop which mandates a throttling service.
o Reporting, accounting and plant balance meter installations require
snap acting control. NO EXCEPTIONS for these installations.
o Dump valve trim to be sized so the meter operates within
manufacturer’s tolerance.
o Meters shall be sized for the maximum expected flow rate.
• The length of straight pipe upstream of the meter shall not be less than 20
times the nominal diameter of the pipe and not less than 5 diameters
downstream or as recommended by the manufacturer. If these diameters are
not possible, flow conditioner may be permitted only with prior approval of
OWNER.
• All liquid meters shall be installed to prevent passage of air or vapors through
the meter.
• Turbine meters shall be equipped with temperature compensators unless
otherwise specified by OWNER.
• Totalizer must be compatible with meter and signal transmission system and
be mechanically protected for installation location. Signal lines to control
system shall not exceed manufacturers recommended lengths. Where an
amplifier is required the same shall apply.
• To prevent inaccuracies in measurement or damage to meter from gas
breakout in liquid applications, meter shall be upstream of control valves. In
cases where no control valve is present, if gas breakout is possible, a
backpressure control valve shall be installed and set to eliminate flashing.
• Gas eliminators shall be considered on applications where gas breakout

across the meter is a possibility and are required at “Truck Offload” meter
installations. The exception to this is on water only “Truck Offload” stations.
• Block and bypass valves are required if the meter cannot be removed without
a plant shutdown. These shall be installed as per OWNER GS-4410,section
2.1.5
• All meters shall be provided with proving taps, unless otherwise specified by
OWNER. The proving taps shall be designed and installed as per the
requirements of the OWNER GS-4410 Measurement Equipment - Installation
Criteria.
• If totalizer is in a remote mount application, ensure wiring used is not
susceptible to any electrical signal interference and is properly protected.
• The minimum information stamped on the side of a turbine shall consist of
the following:
o Manufacturer
o Part and/or serial number
o Flow direction
o Nominal pipe or tube size
• Minimum service parameters for turbine flow meters for liquids shall be as
follows:
Type of Service
Accounting/ NPS 2 and
Custody Transfer Smaller Sizes and
Characteristic Liquid Gas Non-accounting
Accuracy, percent over normal flow range ±0.25 ±0.10 ±0.5
Linearity, percent over normal flow range ±0.25 ±0.10 ±0.5
Repeatability, percent over normal flow range ±0.02 ±0.02 ±0.05
Rangeability (nominal) 8 to 1 8 to 1 8 to 1
8.4.3. Positive displacement meter design requirements:

• Positive displacement meters shall be used for high accuracy measurement
applications
• The inlet piping to the positive displacement meter shall be equipped with a
strainer. Strainer shall be located 5 pipe diameters upstream of meter. The
strainer mesh shall be sized for the product stream viscosity, based on the
manufacturer’s recommendations. Strainers, 60mm and larger shall have a
differential pressure gauge installed across it to indicate plugging.
• Positive displacement meters shall be temperature compensated when used
in custody transfer.
• Totalizer must be compatible with meter and signal transmission system and
be mechanically protected for installation location. Signal lines to control
system shall not exceed manufacturers recommended lengths. Where an
amplifier is required the same shall apply.
• Positive displacement meter body materials shall generally match the
connected piping material. Internal parts not part of the body casting shall
be stainless steel.
• Meters shall be horizontally installed.
• For liquid level measurement where liquid flow is controlled by level control
valves:
o Level control valves shall preferably be snap acting, not throttling.
o An exception to this may be permitted where the meter is installed in a
process control loop which mandates a throttling service.
o Reporting, accounting and plant balance meter installations require
snap acting control. NO EXCEPTIONS for these installations
o Dump valve trim to be sized so the meter operates within
manufacturer’s tolerance.
o Meters shall be sized for the maximum expected flow rate.
• All meters shall be installed to prevent passage of air or vapors through the
meter.
• Gas eliminators shall be considered on applications where gas breakout
across the meter is a possibility. Gas Eliminators shall always be installed on
Truck Offload Stations used for reporting or custody transfer. The exception
to this is on water only “Truck Offload” stations
• Block and bypass valves are required if the meter cannot be removed without
a plant shutdown.
• To prevent inaccuracies in measurement or damage to meter from gas
breakout in liquid applications, meter shall be upstream of control valves. In
cases where no control valve is present, if gas breakout is possible, a
backpressure control valve shall be installed and set to eliminate flashing.
• All meters shall be provided with proving taps, unless otherwise specified by
OWNER. The proving taps shall be designed and installed as per the
requirements of the OWNER GS-4410 Measurement Equipment - Installation
Criteria.
• Ensure bearing material is fully compatible with the process fluid to avoid
premature wearing.
• The minimum service parameters for positive displacement meters shall be as
follows:
Type of Service
Accounting / Non-Accounting/
Characteristic Custody Transfer Custody Transfer
Accuracy, percent of flow rate ±0.25 ±1.0
Linearity, percent of flow rate ±0.15 ±1.0
Repeatability, percent of flow ±0.05 ±0.5
rate
Rangeability 5 to 1 5 to 1
8.4.4. Vortex flow meter design requirements:

• Do not use on highly viscous fluids. The minimum recommended Reynold’s
number is 10000 for liquids and 50000 for gases, below this and the flowrate
becomes immeasurable. A Reynold’s number of 20000 for liquids is
recommended for optimum performance.
• The process fluid should be clean and free from particles. Vortex meters are
specifically designed for gas or liquids. Gases must be dry and liquids sub-
cooled.
• Ensure upstream and downstream pipe diameters are strictly adhered to.
Refer to manufacturer’s documentation for actual values.
• The use of straightening vanes will only be considered with OWNER’s

approval.
• Vortex flow meters will only be installed upstream of any control valves.
• Other process connections should be located only before upstream piping
diameter requirements and after the downstream requirements of the meter
being used.
• Meter size should be that of the pipe it is being installed in and never larger.
• Ensure meter is installed in a way that will ensure it is flooded at all times in
a liquid application.
• Block valves and bypass valve will be installed if the meter cannot be
removed from service without upsetting the process. These will be installed
as per OWNER GS-4410 Measurement Equipment – Installation Criteria
• Vortex flow meters shall be considered for high accuracy, high turndown
applications and also for flow measurement of difficult to handle fluid
streams
8.4.5. Coriolis flow meter design requirements:

• Coriolis mass meters shall be used where high accuracy direct mass
measurement is required.
• Typically there are no pipe run requirements for Coriolis sensors. Straight
runs of pipe upstream or downstream are unnecessary.
• If the sensor is installed in a vertical pipeline, liquids and slurries should flow
upward through the sensor. Gases may flow upward or downward.
• Keep the sensor tubes full of process fluid.
• For halting flow through the sensor with a single valve, install the valve
downstream from the sensor.
• Minimize bending and torsional stress on the meter. Do not use the meter to
align misaligned piping.
8.4.6. Thermal Mass flow meter design requirements:

• Thermal mass meters shall be used for low pressure, large turndown
applications. Typically the process must be clean with no contaminants which
will “coat” the meter internals
• Ensure that temperature probes are completely submerged in the process
fluid at all times.
• Only use this type of meter with homogenous gases and not with fluids where
composition or moisture content is variable.
8.4.7. Venturi Tube design requirements:

• Venturi tubes, low loss tubes and flow nozzles shall be provided where high
pressure recovery is needed and/or inlet pressure is 35 kPa or lower.
• Must be used on clean, noncorrosive liquids or gases.
• When used with liquids, the meter must be full at all times.
• Manufacturer’s upstream and downstream piping diameters must be strictly
adhered to.
• Straightening vanes will only be used with OWNER’s approval.
8.4.8. Annubars or Pitot tubes may be used for large air, flue gas, and water flows, but
shall only be provided if accuracy below 1.0% range is not required or if the pipe
diameter is too large for an acceptable orifice design. Long radius venturis shall be
utilized in areas where high head recovery is of concern.
8.4.9. Eccentric ring plates, wedge meters, or V-cones may be utilized for fluids carrying
large amounts of sediment.
8.4.10. Ultrasonic Gas flow meters shall be used in applications where pressure recovery is
critical and a more common method of measurement is not possible. Refer to
manufacturer’s information for design and installation of these meters.
8.4.11. Ultrasonic Liquid flow meters may be used in liquid applications where a more
common method of measurement is not possible, such as measurement of heavy oil
or bitumen. Refer to manufacturer’s information for design and installation of
these meters.
8.4.12. Sample points shall be designed and installed as per the requirements of the
OWNER GS-4410 Measurement Equipment – Installation Criteria.
8.5. Installation of Flow Meters
8.5.2. All other installation which do not apply to 8.4.1 above shall be installed as follows
8.5.3. Supplier shall install liquid turbine flow meters in accordance with API 2534. Gas
turbine meters shall be installed in accordance with AGA Report No. 7.
8.5.4. Liquid positive displacement meters shall be calibrated by the Supplier in

accordance with API 1101.
8.5.5. All meters over 60mm NPT shall be supported independently of the piping.
8.5.6. Ensure the flow direction arrow on the meter matches the direction of normal
expected flow in the piping.
8.6. Engineering Design of Flow Transmitters and Recorders
8.6.1. The instrument body shall be carbon steel with ASTM nuts/bolts, and 316 SS
internal trim (process wetted parts). In sour service follow NACE MR075/ISO15156
requirements, 316 SS body and Hastelloy C diaphragm are generally acceptable
subject to service conditions.
8.6.2. Minimum pressure rating shall be 13800 kPa or 150% of maximum operating
pressure, whichever is greater.
8.6.3. Transmitter performance parameters are as follows.

All Services,
Accounting Transfer
Transmitter Electronic Pneumatic
Accuracy: A combination of linearity, Static: ±0.20 ±0.5

hysteresis and repeatability in percent Delta P: ±0.25 ±0.5

of span
Stability: Percent of upper range time Static: ±0.20 ±0.2
line six months Delta P: ±0.25 ±0.25
Repeatability: Percentage of span ±0.1 ±0.1
Rangeability 10 to 1 5 to 1
Temperature Effect at Maximum Span:
Zero (of span per 50°C ±0.5 ±0.5
Total (of span per 50°C ±0.5 ±0.5
8.6.4. Transmitters must be temperature compensated for operation in ambient

temperature range of -40ºC to 80ºC maintaining the specified performance
parameters.
8.6.5. Output for pneumatic flow transmitter is 20 - 100 kPa or 40 – 200 kPa. Output for
electronic flow transmitter shall be 4 - 20 mA DC. Output for digital transmitters
shall be an industry standard and accepted communication protocol and shall be
approved by OWNER.
8.6.6. Integral meters shall not be used unless approved by OWNER.
8.6.7. Transmitter zero and span shall be adjustable. Under normal operating conditions,
the process variable should be between 30% and 70% of span.
8.6.8. For pulsating service, adjustable electronic damping shall be used. The exception
to this is on reporting and accounting meters where dampening is not accepted or
allowed.
8.6.9. All electronic transmitters shall be furnished with test terminals for milliampere
meter readings. These terminals should not be used for calibration purposes unless
absolutely necessary, as they are not always as accurate as putting a meter in
series.
8.6.10. Flow recorders, where specified shall meet the following design criteria:
• Differential recorders or indicators shall be the force balance or bellows
type.
• Two pen recorders shall be used on liquid applications recording the
differential pressure (red pen) and temperature (green pen).
• Two pen recorders shall be used for gas or vapor measurement recording the
differential pressure (red pen) and the downstream static pressure (blue
pen).
• Three pen recorders shall be used for gas or vapor measurement on Reporting
and Accounting meter applications recording the differential pressure (red
pen), the downstream static pressure (blue pen) and the flowing temperature
(black pen).
• A five valve manifold shall be provided on each recorder.
• Only electronic chart drives should be used for chart recorder installations.
8.7. Installation of Flow Transmitters and Recorders

8.7.2. The OWNER GS-4600 Instrument Installation Details shall be used for all other
installations.
8.7.3. All differential pressure transmitters, recorders and indicators on flow applications
shall be installed with 5 valve manifolds made of materials suitable for the process
design requirements.
8.7.4. In a chart recorder application with dampening required, there will only be as
much dampening as is needed to eliminate any sweeping of the chart and never
more.
8.7.5. Avoid installing on high vibration equipment whenever possible such as

reciprocating pumps and compressors.
8.7.6. Transmitters and recorders shall be rigidly mounted to a standalone structure or

wall of building. Do not mount on process piping. Connection tubing shall, in no
way act as a supporting mechanism for the transmitter.
9.0 LEVEL INSTRUMENTS DESIGN AND INSTALLATION

9.1. Engineering Design of Level Sensing Elements
9.1.1. External Displacement type instruments may be used for liquid-to-liquid non-
fouling interface service. Connections shall normally be NPS 2 flanged with side and
side mounting where practical. Standard lengths specified are as follows: 14", 32",
48" (357, 813, 1219mm respectively).
9.1.2. External displacement instrument length shall not exceed 48" (1219mm) for any
application and shall not be connected in the bottom of a vessel or inlet pipe.
9.1.3. All differential pressure and external displacer level instruments and bridles shall
be isolated from the vessel by full port valves. Isolation valves will be selected
based on the appropriate piping specification. Bleed and drain valves shall be
provided.
9.1.4. Specialized level instruments such as ultrasonic, radar, and capacitance may be
used where appropriate with OWNER approval.
9.1.5. External cage or bridle mounted displacement type level instruments are preferred
on process vessels based on the following conditions:
• Installations requiring regular maintenance
• Corrosive service
• Able to maintain instrument without shutting down or de-pressuring the
vessel
• Service requiring stabilized sensing (no turbulence)

• When range exceeds 1200 mm
9.1.6. Direct process vessel mounted type level instruments shall only be used based on
the following criteria:
• Process can handle interruptions by de-pressuring system for maintenance
• Very dirty or viscous service
• Liquids containing wax, sediment or other materials that might coat or lodge
the displacer
• When temperature in the chamber is close or above boiling point of fluid
• Interface service with small specific gravity differential
• Where process liquid would require exotic material for chamber
9.1.7. Differential pressure level instruments are to be used on process vessels in the
following conditions:
• When range exceeds 1200 mm
• Corrosive fluids
• Dirty or plugging fluids
• Cold liquids that may evaporate in external lines or vessels
9.1.8. Differential pressure level instruments cannot be used for interface service.
9.1.9. Level transmitters on “Noxious” fluid applications shall use remote diaphragm
seals.
9.1.10. Capacitance probes may be used on process vessels for level and interface
measurement where the displacement type or differential pressure type
measurement will not work as effectively.
9.1.11. The following requirements apply to Tank Level measurement for fixed roof storage
tanks in which the pressure does not exceed 100 kPa:
• Tank gauge boards for fixed roof storage tanks will be the guided float type
c/w seal traps to prevent the migration of process fluids or vapors to the
atmosphere or into the instrument.
• Gauge boards will be used for applications where accuracies of ± 25 mm are
acceptable and/or auxiliary equipment such as switches or electronic output
transmitters are not required. They shall be equipped with a manual
operation checker. With prior approval from OWNER, electric proximity
switches may be mounted to the gauge board for level alarming.
• Head pressure instruments, mounted at the base of the tank may be used for
applications where internal level devices are not practical and/or auxiliary
equipment such as switches or electronic output transmitters are required.
This instrument shall only be used on applications where a single product is
predominantly in the tanks as they cannot sense changing specific gravity of
fluids. Where a tank is equipped with a blanket gas system, a low pressure
reference leg shall be incorporated into the design.
• Internal float sensing elements may be used on the top of the tank where
higher accuracies are required and/or auxiliary equipment such as switches
or electronic output transmitters are required. This instrument may be used
on applications where more than one product is in a tank. The floats shall be
installed using the float manufacturers engineered float guide system or in a
properly designed “Still Well” to protect the sensing element from the
turbulence inside the tank.
• Capacitance sensing devices may be used on the top of the tank where higher
accuracies are required and/or auxiliary equipment such as switches or
electronic output transmitters are required. This instrument may be used on
applications where more than one product is in a tank. The probe shall be
installed in a properly designed “Still Well” to protect the sensing element
from the turbulence inside the tank. If the manufacturer’s design allows for
turbulence then a “Still Well” is not required. Capacitance will not be
considered if there is a possibility it will become coated over time.
• Ultrasonic and Radar sensing devices may be used on the top of the tank
where higher accuracies are required and/or auxiliary equipment such as
switches or electronic output transmitters are required. These instruments
may be used on applications where more than one product is in a tank.
• A separate tank nozzle will be used that is dedicated to the measurement
device installed. Connection to an active and flowing process line either at
the top of the tank or on the bottom of the tank is not permitted.
9.1.12. The following requirements apply to Level Switches in all applications:

• External caged float or displacement instruments shall be used to activate
level alarms in all service applications. If installation of an external caged
switch is not possible or not practical, top or side mounted internal float or
displacement switches may be provided.
• The high and/or low level alarms provided for the following service
applications shall have a primary measuring element that is independent of
any other level measuring system:
o High or low level systems that are a backup to another type of primary
level control device on a critical piece of equipment.
o Vessels in which a high or low liquid level would present a hazardous
condition for personnel or equipment. Such vessels include knockout
drums, process vessels, compressor suction scrubbers and vessels from
which fired heaters are charged.
o Storage tanks or vessels where if process fluids are released may cause
environmental issues.
• High and low level alarms may be actuated by the primary level control
device if high-high or low-low shutdowns are provided by a separate device.
• Alarm secondary devices, which are actuated by the output of a level
instrument, shall function only to initiate an alarm.
• Selection of a float or a displacement level switch shall be based on the
design pressure, temperature and specific gravity of the liquid in the vessel
on which the instrument will be installed.
• A displacement switch shall be provided for high pressure service above 7000
kPa.
• Under no circumstances will a displacer or float be field modified to
accommodate certain specific gravity requirements.
9.1.13. Thermal Actuated Switches

• Thermal actuated level switches may be used in applications where the
process contains heavy or waxy oil if they are determined to be a better
solution to float or displacer type devices.
9.1.14. Bubblers
• Purge gases shall be compatible with the liquid in the vessel. Purge gas
regulators shall be fitted with constant flow purge meters.
• Purge supply pressure must be 10 psi higher than the maximum hydrostatic
pressure to be gauged.
• Minimum 3/8” .035” tubing should be used in any installation.
• Non-bleed regulators should be used to prevent backup of process fluid.
9.1.15. Nuclear
• OWNER prefers NOT to use Nuclear devices at this time. The decision to use a
Nuclear device shall be made by OWNER and only where no other method of
instrumentation is available.
9.1.16. Capacitance
• Rigid, teflon coated probes shall be used
• The electronics shall be remote mounted and electrically isolated from the
probe
• The probe shall only be installed into the top of the vessel when the probe
cannot be installed into an external chamber
• Reference electrodes shall be used in large tanks/vessels where the tank
walls are not suitable for this purpose
• Where the fluid is viscous or tends to crystallize, the reference electrode
shall be a single rod, parallel to the level electrode. Otherwise the
concentric, stilling type reference electrode shall be used
• If there is more than one probe installed in a vessel they should be installed
more than 450mm apart to avoid interference.
9.1.17. Ultrasonic
• Ultrasonic type level measurement devices shall be provided with a built in
reference device, to compensate for variations in gas temperature.
• The beam angle shall be a maximum of 10º
• The accuracy shall be 1.0% or better
• Only use when the reflective surface being measured is flat and non
turbulent.
• Automatic calibration features and temperature compensation will be
utilized whenever possible to maintain accuracy.
9.1.18. Radar
• Radar type level measurement is preferred for tank gauging in heavy oil
service (e.g., bitumen) where an accuracy of 1.5 mm or better is required
• Should not be used where the possibility of foam and low dielectric material
may be present.
• Do not use if tank agitators are being used in the same vessel.
9.1.19. Guided Wave Radar

• Guided Wave Radar type level measurement may be used where applicable
only with prior approval by OWNER.
9.2. Installation of Level Sensing Elements

9.2.1. The level sensing elements shall be installed in accordance with the GS-4600
Instrument Installation Details and the Manufacturer’s recommended installation
methods.
9.2.2. The materials of the floats and displacers shall meet all the conditions of the
process requirements.
9.2.3. Guided float type gauge or transmitter shall have liquid seal traps or a magnetic
connection to prevent the migration of tank vapor and fluids into the instrument or
atmosphere.
9.2.4. Tank “Still Wells” shall be installed “plumb” or the float will drag on the side and
cause the reading to fluctuate or the float to stick. The “Still Well” shall have an
adequate amount of holes cut in to prevent plugging while still allowing the fluid to
enter. The “Still Well” shall be no smaller than NPS 89mm diameter. Ensure the
“Still Well” installation is properly designed to allow for any turbulence in the tank
and not introduce excess stress on the tank nozzle.
9.2.5. Head pressure instruments are to be installed on a minimum flanged standoff of

NPS 60mm. A full port block valve and a bleed ring c/w 14mm port and full port
bleed valve shall be installed between the vessel and the instrument for “in place”
testing and calibration.
9.2.6. Internal float switches to be mounted in a NPS 89mm flanged standoff c/w blind
flange tapped for the instrument size. Where a NPS 89mm is not available in an
existing vessel or tank, a minimum of NPS 60mm may be allowed only after
ensuring the selected switch has sufficient clearance to operate in a NPS 60mm
nozzle. The tapped blind flange shall be a proper “Threaded Hub Flange” rated for
the service.
9.2.7. The internal float or displacer shall have an extension added to enable the float or
displacer to protrude past the end of the standoff. The length of the extension
shall not exceed the maximum length allowed by the device manufacturer
specifications.
9.3. Engineering Design of Level Instruments
9.3.1. Liquid level controllers and transmitters shall not be the “linkage” type.
9.3.2. Displacer cage material and flange ratings shall be in accordance with the
applicable OWNER Piping Specifications.
9.3.3. Internal displacement or ball float type instruments may be used where temporary
process shutdown for servicing of the instrument is permissible.
9.3.4. Level instruments providing critical service alarms and/or shutdown signals shall be
installed by using connections separate from those used by the level control and
process alarm devices. An independent bridle may be required.
9.3.5. On horizontal vessels, where practical, the connections for the level instruments
shall be made on the shell only. For interface service, the top connection of an
external cage shall be above the highest interface level and below the lowest liquid
level, as well, a connection is required at the interface level.
9.3.6. Level instrument connections shall be directly to vessels or bridles. They shall not
be connected to process lines.
9.3.7. A bridle shall be used when two or more instruments are to be installed externally
on a vessel. Bridles that support multiple level instruments shall include the follow
features
• Fabricated in accordance with the applicable OWNER Piping and Valve
Specifications.
• Fabricated from minimum NPS 60mm pipe sized to structurally support the
device
• Equalizing lines NPS 33mm that are not common with any other instruments
• NPS 33mm vent and drain connections
• Heat traced when fluid viscosity exceeds 200 centipoise at minimum ambient
temperature
• Registered with “Jurisdictional Authority” (ABSA) as a fitting (CRN Number)
9.3.8. Internal baffles or external cages shall be used to prevent liquid flow directly on
the float.
9.3.9. Electrical level switches shall be SPDT (single pole, double throw) micro switch.
9.3.10. Pneumatic level switches shall be a non-bleed snap acting type.
9.4. Installation of Level Instruments
9.4.1. External cage level instruments and level gauges used on vertical vessels and
bridles shall be installed with lower instrument connections at least 150 mm above
the bottom tangent line of the vessel. Clearance for installation of the drain valve
and drain piping on the bottom of the level instrument shall be provided.
9.4.2. External cages and bridles shall have a full port bottom drain valve and a full port
top vent valve installed in a manner that the level switch or controller, float or
displacer shall be allowed to be tested by being “rodded” without taking the piping
apart. The gauge glasses shall be allowed to be cleaned through these valves
without taking the piping apart.
9.4.3. Level instruments shall be installed directly on vessels or on gauge columns directly
attached to the vessel with no traps or pockets in the interconnecting piping. Full
port block valves shall be installed between the vessel and the instruments where
applicable
9.4.4. Block valves shall be used between vessel and gauge glass cocks when:
• Vessels cannot be removed from service without unduly interrupting plant
operations
• Vessel operating pressure exceeds 3500 kPa
• Operating temperature exceeds 177ºC
• Vessel contains acid or caustic (or other similar hazardous chemicals)
9.4.5. Readout units, indicators and device displays shall be remotely mounted from the
devices on the top of a tank so they can be viewed by the operators from their
normal access position
9.5. Engineering Design of Gauge Glasses
9.5.1. Gauge glasses shall be provided on all process vessels and tanks to cover the
complete level operating range including start-up, shutdown and alarm conditions.
9.5.2. Gauge glasses visible length shall cover the extremities of the liquid level expected
for all associated controls and switches. Multiple shorter gauges to cover longer
ranges are permitted.
9.5.3. Design pressure of all glasses must be at least 125% of system design pressure.
9.5.4. Reflex type gauge glasses shall be used for liquid/gas interface on clear liquids.
9.5.5. Transparent, through vision type gauge glasses shall be used where liquid/liquid-
interface exists, on heavy and viscous oil service and on steam generating
equipment.
9.5.6. Illumination on gauge glasses is not required unless specified by OWNER.
9.5.7. Gauges glasses shall not exceed 1.5 m for any one assembly if larger ranges are
required, use two or more overlapping.
9.5.8. In a large installation the minimum number of standard lengths should be used to
reduce spare parts.
9.5.9. Multi-section gauge glasses shall be designed to minimize non-visible levels over
the complete range. Adjacent overlapping gauge glass sections shall overlap by at
least 50 mm.
9.5.10. Frost shield extensions shall be provided for gauges in low temperature service and
where the operating temperature is below 0ºC.
9.5.11. Each gauge glass shall have double unions, ball checks and easy cleanouts. Liquid
level gauge cocks shall be of the ball check offset type made of forged steel with
stainless steel trim unless service conditions require other material.
9.5.12. Gauge body and cover material shall normally be carbon steel.
9.5.13. Allowance should be made to take up expansion and contraction on gauges in hot
or very cold service.
9.5.14. Material of construction of level gauges shall be compatible with the corresponding
vessel/piping material specification.
9.5.15. Tubular glass gauges shall not be used in process service. Their use is permitted in
water, non-process glycol, lube oil, methanol tanks and chemical injection tanks
and steam service applications below 90ºC and 350 kPa. Maximum length is 1
meter. Glass must be protected with approved guard rods and cages. The glass
material shall be suitable for the measured product.
9.5.16. Level gauges shall be installed wherever liquid level controllers, transmitters or
switches are installed. The level gauge shall be mounted on the standpipe with the
other level instruments and cover a minimum of 2” beyond the range of the level
instruments.
9.5.17. Reflex gauges should be used on liquid/gas interface for greater visibility.
9.6. Installation of Gauge Glasses
9.6.1. Gauge cocks will be NPS 27mm NPT connections on both the vessel side and the
gauge side. Other manufacturer’s standard sizes may be considered where NPS
27mm NPT is not readily available for an application and only with prior approval
by OWNER.
9.6.2. Multiple gauge glass installations on horizontal vessels shall be bridle mounted.
Intermediate equalizing lines to such columns shall be provided where necessary to
prevent false indication. Drains of multiple gauge glass shall be connected to a
common manifold. The drain header shall be furnished with a minimum 1/2 “
tubing check valve to avoid back up of process fluid during servicing.
9.6.3. Total mass supported directly by gauge cocks shall be considered and additional
support added where required.
9.6.4. Gauge glasses shall have NPS 21mm NPT full port bottom drain valves and top vent
valves installed in a manner that the gauge glasses shall be allowed to be cleaned
through these valves without taking the piping apart.
9.6.5. Gauge glasses shall be mounted on the vessels and tanks so they can be viewed by
the operators from their normal access position at grade, on a platform or a
permanent ladder.
9.6.6. Any modifications to the length of a gauge glass will utilize double extra heavy wall
nipples
10.0 PRESSURE INSTRUMENTS AND GAUGES DESIGN AND

INSTALLATION
10.1. Engineering Design of Pressure Instruments
10.1.1. Instrument connection from the process piping to the first instrument “root” valve
shall be designed and installed in accordance with the applicable OWNER Piping
and Valve Specifications.
10.1.2. Process connections for pressure instrumentation shall be minimum NPS 27mm NPT
10.1.3. Static pressure connections on horizontal lines shall be made at the top of the line.
10.1.4. Each device shall be equipped with a two-valve manifold or a five-valve manifold
for differential pressure.
10.1.5. Primary pressure elements shall be 316 stainless steel minimum for all pressure
instruments, unless conditions of service require otherwise. Pressure containing
parts constructed from aluminum shall not be used.
10.1.6. For solidifying or corrosive process fluids, pressure instruments shall be equipped
with a NPS 1 flanged diaphragm seal capable of withstanding the erosion and
temperatures of the process. A full port isolation valve and flushing connections
shall be provided for each diaphragm seal.
10.1.7. Requirements for flush mounted diaphragms shall be discussed with OWNER.
10.1.8. On a steam service application a coil pipe siphon will be used between the pressure
gauge and the process connection as per OWNER GS-4600 Instrument Installation
details
10.1.9. If the process that a gauge is installed on is susceptible to sudden pressure changes
or shocks, snubbers or pulsation dampeners should be used.
10.1.10. Pressure instruments not having an indicating scale shall be installed with a
pressure gauge located between instrument and process connection.
10.1.11. In harsh process environments, a diaphragm seal or chemical gauge protection

shall be provided. The process environments requiring sealing are as follows:
• Process corrosive to wetted materials or instruments
• Process carrying solids, such as slurries and fluidized solids
• Process which may solidify in sensing lines or on sensing element
• Process which will subject the sensing element to high temperature
• Where a diaphragm seal is required, the process connection shall be a
minimum NPS 33mm.
10.1.12. Differential pressure instruments shall be capable of withstanding full line

pressure on either side without affecting calibration or resulting in damage to the
device.
10.1.13. Pressure switches for direct connected process and utility services shall have a
bourdon or diaphragm sensors made of 316 stainless steel.
10.1.14. Pressure switches shall have a repeatability of 1% of the setpoint. The setpoint
shall be externally adjustable without having to remove switch from service.
10.1.15. Pressure switches as a minimum shall be SPDT (single pole, double throw) micro
switches. Mercury switches are not acceptable.
10.1.16. Sufficient test points shall be provided so pressure surveys can be properly
performed throughout the plant during normal operations.
10.1.17. Transmitters being used shall have a body material which is compatible with the
process conditions and be able to withstand an over range pressure equal to the
body rating without loss of calibration. The parts in contact with the process fluid
excluding the body shall be 316 SST as a minimum. The body material shall be a
minimum of carbon steel.
10.1.18. Pressure switches being used shall have a dead-band no greater than 5%, unless it
is being used in a low pressure application.
10.2. Installation of Pressure Instruments
10.2.1. Pressure instruments shall have pulsation dampeners or snubbers on the impulse
lines if the process pressure is subject to pulsation. The dampeners shall be
adjustable while the instrument is in service.
10.2.2. Pressure instruments shall be installed so as the impulse line liquid head does not
alter the useful range of measurement. In process streams containing solids or
viscous fluids, pressure taps or connections shall be located to minimize entry of
sediments or blocking fluids into the tap and shall be provided with one of the
following:
• Static liquid seals
• Diaphragm seals
• Periodic manual purging apparatus
• Continuous purging apparatus
• Rod out taps
10.2.3. Block and bleed valves shall be installed for each individual instrument. The bleed
port shall have a ¼ inch Swagelok stainless steel tubing fitting and plug
permanently installed for calibration purposes.
10.2.4. Pressure instruments, as much as possible shall be mounted on the vessels and
tanks so they can be viewed by the operators or serviced by technicians from their
normal access position at grade, on a platform or a permanent ladder.
10.3. Engineering Design of Pressure Gauges

10.3.1. Local pressure gauges for process services shall meet ASME B40.100 Further
specifications shall be as follows:
10.3.2. Gauges for all services other than instrument signal lines shall have a minimum
114.3 mm diameter face.
10.3.3. Gauges for signal lines shall have 63.5 mm face.
10.3.4. Differential pressure gauges shall be capable of withstanding full line pressure on
either side without affecting calibration.
10.3.5. As a minimum requirement, pressure gauges shall be provided for:

• On the suction and discharge of each pump, compressor and blower.
• On the discharge of each stage of a multi-stage compressor.
• On each pressure vessel.
• On all utility headers.
• On all blind pressure controllers and blind pressure transmitters.
• After each pressure regulator and ahead of each backpressure regulator.
• On the inlet and outlet of each heat exchanger and air cooler.
10.3.6. As a minimum requirement, differential pressure gauges shall be provided on

components containing a flow through media susceptible to increasing pressure
differential, fouling or plugging as part of normal operation, (excluding piping
strainers) Examples are:
• Across each filter, scrubber, etc.
• Across tray style or packed section of a tower.
10.3.7. Gauges used in pulsating service shall be liquid filled and be equipped with
pulsation dampeners.
10.3.8. Gauges shall be standard with stainless steel sensing elements, stainless steel
movement and come equipped with blow out discs on the back of the gauge. For
sour gas service, solid front gauges shall be used.
10.3.9. The legend on the dial shall include materials used for bourdon tube, socket and
tip. This information must be clearly and permanently marked. In addition this
information must be permanently stamped on the tube and socket tip.
10.3.10. Sufficient test points shall be provided on piping and equipment so pressure
surveys can be performed. Test points shall be provided with a block and bleed
valve c/w plug on a chain.
10.3.11. Gauge cases will be constructed of aluminum alloy, stainless steel, weatherproof.
Absolutely no yellow metals will be used in the gauge construction.
10.3.12. All gauges shall a have a pin or stop below the zero point to prevent an over
pressure reading beyond one revolution of the pointer.
10.3.13. Process gauges shall have a ½” NPT, male, bottom connection. Signal gauges may
be ¼” NPT male, bottom connection.
10.3.14. As a minimum, gauges in pulsating or vibrating service shall be filled with Dow
Corning 200 fluid.
10.3.15. Movements shall be constructed of stainless steel. Movements shall be of the

quadrant and pinion design or the helicoid arm and roller design.
10.3.16. Gauge accuracy shall be 1% or better maximum scale reading. Repeatability shall
be better than 0.5% of maximum scale reading. Gauges will be selected such that
the normal process pressure falls between 30% to 70% of scale.
10.3.17. Gauges will be provided to withstand a pressure of up to 1.3 times the scale
range.
10.3.18. Diaphragm seals will be used for winterizing pressure gauges and corrosive
services. Extended diaphragm seals can be used where there is a possibility to set
up or to minimize fluid outside the pipeline. Material for diaphragm seals shall be
compatible with the process fluids. Siphons shall be used to protect gauges on
steam service.
10.3.19. Process gauges for low pressure application shall be as described in the preceding
except that they will have diaphragm sensing elements.
10.3.20. Pressure gauge connections associated with heat exchangers shall be on the
piping, not on the exchanger nozzles.
10.3.21. In addition to the piping supplied isolation valve, each pressure gauge will require
a block and bleed calibration valve in application where the pressure exceeds 700
kPa (g).
10.3.22. Cooling fins should be considered to reduce high process temperature effects on
the gauges.
10.3.23. Gauges used in ammonia and oxygen require special construction. The vendor
shall be made aware of the services in which these gauges are to be installed.
These gauges shall be clearly marked (by the vendor) for the services intended,
and the gauge shall be completely free of grease, oil or any other substance which
reacts explosively with oxygen.
10.4. Installation of Pressure Gauges
10.4.1. Each pressure gauge shall have a block and bleed valve installed. The bleed port
shall have a plug installed.
10.4.2. Each gauge shall have an instrument tag permanently attached which matches the
designated tag on the P&ID’s.
10.4.3. Pressure gauges shall not be installed where mechanical vibration is liable to cause
damage. When this is unavoidable, suitable dampeners or flexible hose connections
shall be provided to reduce vibrations to an acceptable level.
10.4.4. Pressure gauges shall be installed with pigtails or siphons for vapor service above
65ºC. For vapor service above 149ºC, only siphons shall be installed
10.4.5. Pressure gauges shall be mounted on the piping, vessels and tanks so they can be
viewed by the operators from their normal access position at grade, on a platform
or a permanent ladder
10.4.6. In sour service installations the gauge valve will have a tubing vent line connected
to a common vent header or drain header.
10.4.7. Pressure gauges or indicators that may be used to guide operators in the manual
adjustment of valves or variable frequency drives shall be mounted so they are
visible to the operator from the valve or motor controller.
11.0 TEMPERATURE INSTRUMENTS DESIGN AND INSTALLATION

11.1. Engineering Design of Temperature Instruments and Sensors
11.1.1. Thermowell immersion length ("U" dimension), shall generally be to the center of
the pipe or 6 inches beyond the pipe/vessel inner wall, whichever is shorter. "T"
dimension shall be of adequate length to ensure that thermal insulation will not
cover the well. Where thermowells are installed in lines smaller than NPS 4, the
piping shall be expanded to NPS 4 to accommodate the thermowell. Standard
length thermowells shall be used. All thermowells are to be tapered.
11.1.2. Thermowells in vessels shall have NPS 2 flanged connections.
11.1.3. Thermowells in piping shall have NPS 2 flanged or 1” NPT connections, depending
on the line spec.
11.1.4. Test wells shall be supplied with a non-stainless steel plug and chain, to prevent
galling.
11.1.5. Where gas velocities exceed 25m/sec, the VENDOR shall carry out calculations in
accordance with ASME PTC 19.3 to determine that the vortex frequency is not
greater than 80% of the well’s resonant frequency. The VENDOR is to notify OWNER
in writing of all non-conforming wells. If this value is greater than 80%, then the
VENDOR shall reduce the thermowell’s “U” dimension. All VENDOR calculations
shall be submitted to OWNER for verification.
11.1.6. Thermowells shall be provided for all temperature measurements, except those on
surfaces.
11.1.7. Thermowells shall be designed and sized as per the requirements of OWNER’s
General Specifications for Piping.
11.1.8. Thermowell assemblies intended for use electronic or thermoelectric sensors shall
consist of a junction box connected by a conduit nipple to the thermowell. The
junction box and nipple shall be CSA approved for use in Class 1 Zone 2 areas as a
minimum and have proper terminals for the type of sensor wires mounted inside.
(i.e. type K thermocouple connectors for a type K thermocouple sensor).
11.1.9. Bulb type temperature sensors shall be fully compensated for ambient temperature
and shall have stainless steel armor enclosing the thermo-capillary tubing.
11.1.10. Filled bulbs shall not exceed 10 mm diameter.
11.1.11. Primary elements for thermoelectric temperature measurements shall be

Resistance Temperature Detectors (RTD’s).
11.1.12. In applications where high sensitivity and accuracy is required an RTD shall be first
considered over a thermocouple.
11.1.13. Where a high temperature (above 540°C) or severe operating condition exists, a
Thermocouple may be used. The Thermocouple material shall be selected for the
range of temperature being monitored. Type J or K are the preferred if they fit
the application.
11.1.14. All RTD’s shall be 100 ohm platinum (alpha = 0.00385). Other materials may be
considered only where the 100 ohm platinum is not available for an application.
11.1.15. RTD’s shall be wired with 3 conductors. Two conductors can be used for close
coupled RTD’s. Four conductors to be used for lead wires over 100 meters length.
11.1.16. RTD’s or Thermocouples connected to transmitters or devices used for control

shall have upscale burnout, unless otherwise specified.
11.1.17. RTD’s or Thermocouples used for shutdown actuation or control shall be dedicated
to this function only. A second electrically isolated RTD or Thermocouple shall be
provided for connection to any additional device.
11.1.18. Temperature transmitters shall not be line mounted where subject to vibration or
risk of mechanical damage.
11.1.19. Temperature switches for direct connected process and utility services shall have
sensors made from 316 stainless steel.
11.1.20. Temperature switches shall have a repeatability of 1% of the setpoint. The

setpoint shall be externally adjustable without having to remove switch from
service.
11.1.21. Temperature switches as a minimum shall be SPDT (single pole, double throw)
micro switches. Mercury switches are not acceptable.
11.2. Installation of Temperature Instruments and Sensors
11.2.1. All thermowells shall preferably be installed horizontally. Care should be taken
that no water can penetrate in the thermowell.
11.2.2. Each test thermowell shall be furnished with a closure plug with chain.
11.2.3. RTD’s and Thermocouples shall have a spring loaded device to ensure the sensor is
in contact with the bottom of the thermowell. All temperature sensing elements
shall touch the bottom of the thermowell.
11.2.4. Thermocouples associated with fired heaters or boilers shall have Teflon insulated
extension wires in conduit to a junction box located an appropriate distance away
from the furnace casing to minimize the consequences of fire damage.
11.2.5. Thermowells in vessel or lines where vapor / liquid interface exists shall be located
in the liquid phase and in an active area where the conditions are representative of
the total process.
11.2.6. For general utilities and water service, threaded thermowells shall be used. For
vessels and piping, threaded thermowells shall be used unless threaded connection
is prohibited by OWNER’s General Piping and/or Pressure Vessel Specifications (i.e.
sour or severe services).
11.2.7. Special thermowells should be used for services such as furnace fire boxes, pipe
skin thermocouple and furnace tube skin thermocouples.
11.2.8. Thermowells in vessels and bottom of columns shall have 450 mm immersion.
11.2.9. Filled capillary systems must not be run near tracing or process piping whose
elevated temperature would be detrimental to instrument accuracy.
11.2.10. The excess length of capillary tubing shall be coiled and fastened to the
instrument stand or tubing support. Mechanical protection shall be provided
where capillary may be subjected to damage.
11.2.11. Temperature instruments shall be mounted on the equipment, vessels and tanks
so they can be viewed by the operators or serviced by technicians from their
normal access position at grade, on a platform or a permanent ladder.
11.2.12. Ensure that proper anti-seize compounds are used with SST connections to avoid
thread galling.
11.3. Engineering Design for Temperature Indicators
11.3.1. Thermowells shall be provided for all temperature measurements, except those on
surfaces.
11.3.2. For thermowells installed on piping, thermowell length shall be sufficient to allow
for the thermowell to protrude into the pipe at least 1/3 of the internal diameter
of the pipe.
11.3.3. A thermowell with temperature indicator shall be provided for check purposes near
each temperature bulb, RTD or Thermocouple assembly used for control or remote
transmission.
11.3.4. Temperature indicators shall have 14mm stems and 21mm NPT pipe thread.
11.3.5. Temperature gauges shall be the bimetal type, 127 mm (5") diameter minimum,
adjustable angle, spring loaded, with white face and black lettering. Local
indicators will be of the hermetically sealed type. Mercury filled instruments are
not acceptable.
11.3.6. For locally mounted temperature indicators with process temperatures between
0°C and 540°C, the bi-metallic thermometer with 130 mm dial, every angle head,
adjustable calibration and stainless steel weatherproof cases shall be used.
11.3.7. Where necessary for operating visibility, or in vibrating service, a dial thermometer
with filled thermal system of sufficient capillary tubing length shall be used. The
capillary tubing shall have a corrosion resistant armored sheath.
11.3.8. As a minimum requirement, temperature indicators shall be provided for:

• On the discharge of each pump, compressor and blower.
• On the suction and discharge of each stage of a multi-stage compressor.
• On each pressure vessel.
• On all utility headers.
• On the inlet and outlet of heat exchanges and air coolers.
• On all storage tanks.
• On all lube oil and seal oil systems of the machinery.
• Additional indicators shall be installed at key points for proper operation and
monitoring of the facility.
11.3.9. Sufficient test points shall be provided so temperature surveys can be performed.
Each test point shall be provided with a permanent thermowell c/w plug and chain.
As a minimum, if temperature indicators or sensors are not provided, test

thermowells shall be provided on all meter runs, on the inlet and outlet of
heating/cooling coils, all processing towers, at least on every four trays of a trayed
vessel and every 1.5 meters on a packed column.
11.4. Installation of Temperature Indicators
11.4.1. All thermowells shall preferably be installed horizontally. Care should be taken
that no water can penetrate in the thermowell.
11.4.2. Each test thermowell shall be furnished with a closure plug with chain.
11.4.3. The excess length of indicator capillary tubing shall be coiled and fastened to the
instrument stand or tubing support. The capillary tubing shall be protected from
mechanical damage the entire length.
11.4.4. Temperature indicators shall be mounted on the piping, vessels and tanks so they
can be viewed by the operators from their normal access position at grade, on a
platform or a permanent ladder.
11.4.5. Ensure that proper anti-seize compounds are used with SST connections to avoid
thread galling.
12.0 SPEED INSTRUMENTS DESIGN AND INSTALLATION

12.1. Speed Sensors
12.1.1. Analog signal generators will not be used for the measurement of speed.
12.1.2. Speed will be measured by means of a passive magnetic pickup or a proximity-type

sensor. The pickup or sensor shall preferably be installed facing a sprocket wheel
that has been specially installed for this purpose. The number of teeth on this
wheel will be a multiple of six.
12.2. Speed Indicators
12.2.1. When a remote digital indication of the speed is required, the local indicator will
be provided with a pulse repeater.
13.0 VIBRATION INSTRUMENTS DESIGN AND INSTALLATION

The VENDOR shall provide equipment vibration monitoring and protection as deemed necessary for
the application. Vibration Transmitters are preferred over Vibration Switches where possible.
14.0 COMBUSTIBLE GAS, H2S AND FIRE DETECTION

Combustible Gas, H2S and Fire detection systems shall be designed and installed in accordance with
OWNER GS-4050 Combustible Gas, H2S and Fire Detection Specification.
15.0 PROCESS ANALYZERS

15.1. Engineering Design of Process Analyzers
15.1.1. API Standard RP550 Installation of Refinery Instruments and Control Systems Part II
- Process Stream Analyzers shall be followed in analyzer system design
15.1.2. All analyzer applications must be approved by OWNER.
15.1.3. A typical analyzer system shall include the following:

• Columns and detectors;
o Sample probe and tap assembly.
• Sample transport system;
o Sample conditioning system which shall include all filters, vaporizers,
all reducing regulators, separators, scrubbers and temperature
controllers. The conditioning system shall be designed to fit the process
conditions into which it will be operating. (i.e. do not just accept the
manufacturers standard conditioning system without researching the
facility process requirements to ensure it fits the application)
o Where the process conditions require staged sample regulators,
consideration shall be given to installing knockout filters between
regulators to prevent hydrates and/or liquids in the analyzer.
o A “High Speed Loop” may be required if the sample update time is too
long or the sample line is too long.
15.1.4. Average sample time shall be about 6-8 minutes per stream.
15.1.5. The analyzer controller shall be a microprocessor based type and have the
following features:
• Alarm display.
• Front pushbutton programming keyboard.
• Variety of available outputs, i.e. chromatogram, trend, bar graph, digital
printer, computer communication ports, programmable analog outputs 4-
20mA.
• Communication protocols shall include as a minimum, Ethernet IP and
Modbus.
• Self diagnosis system.
• Local keypad programming and remote programming from a laptop.
• Automatic calibration.
• Continuous analog storage.
• Sequential analog readout.
• Control power from UPS system.
15.1.6. Column life shall be a minimum of 6 months during normal operation.

15.1.7. One set of spare columns shall be provided with each analyzer.
15.1.8. Base line drift during one analysis cycle, without auto zero, shall be less than +1
percent of auto zero adjust span.
15.1.9. One gas cylinder filled with calibration gas and pressure regulator with input and
output gauges shall be supplied with each analyzer.
15.1.10. Two carrier gas cylinders complete with pressure regulators with input and output
gauges shall be supplied with each analyzer.
15.1.11. A pressure switch to shut off power to the detector in the event of carrier gas low
flow shall be supplied.
15.1.12. The sample valve must be a very dependable valve with a minimum of travel when
switching so as to limit wear and be of simplified construction for ease of
maintenance.
15.1.13. Reproducibility shall be +1 percent of span or better.
15.1.14. Sensitivity shall be +0.05 percent of full span.
15.1.15. Automatic zeroing shall be provided with all analyzers.
15.1.16. All peaks that are relevant shall be completely separated.
15.2. Installation of Process Analyzers
15.2.1. Analyzers shall be located in heated buildings or enclosures and shall meet the
electrical code classification for the area where they are installed.
15.2.2. Analyzer sample system tubing shall be installed so no liquid traps can occur.
Sample lines shall be installed so they are self draining. A “High Speed Loop” may
be required if the sample update time is too long or the sample line is too long.
15.2.3. The sample vent line shall be run outside away from building air intakes, doors and
windows. Where the sample vent gas is toxic, it shall be connected to a low
pressure flare or closed hydrocarbon drain system. The sample vent line shall be
clearly labeled as such.
15.2.4. Analyzer power shall be supplied from a UPS system where available. The preferred
analyzer power supply voltage is 120VAC at 60Hz. The preferred signal voltage is
24VDC.
16.0 TRANSMITTERS, CONTROLLERS AND RECORDERS

16.1. Transmitters
16.1.1. Control systems can be designed using either electronic or pneumatic equipment,
depending on the complexity of the process. Equipment installed shall be
compatible with existing systems unless otherwise specified by OWNER.
16.1.2. Transmitters shall be used in the following cases:

• Where any sensing lines containing flammable gas or liquid would extend to a
non-hazardous location;
• Where remote control is required from outside the process area;
• Where possible freezing would make direct sensing lines inoperable;
• Where differential flow meter sensing lines over 6500 mm approximate
length would be required or where the flow rates or speed of control
response is considered critical;
• Where gas or liquid filled capillary tubing for temperature instruments would
be in excess of 5000 mm.
• Where automatic trending and remote monitoring of a process control point
is required.
16.1.3. Transmitters shall be equipped with integral indicators according to P&IDs.
16.1.4. Pneumatic transmitters shall be a force balance type so that the distance between
the nozzle and baffle is constant over the full range output pressure. Pilot relays
are mandatory.
16.1.5. The operating range of transmitters shall be compatible with process conditions
and shall meet accuracy requirements over entire operating range.
16.1.6. Square root extraction shall only be done at the transmitter. The output of the
transmitter to the controller or control system shall be linear flow.
16.2. Controllers
16.2.1. Where a control valve exists in the control loop, the controller process indicator
shall be mounted in sight of the control valve and the manual bypass valve (where
one is installed).
16.2.2. Controller pilot action shall be reversible without additional parts. Proportional
bands for controllers shall be adjustable from 0% to 150% and automatic reset
option shall be available and be used where required by the process conditions.
16.2.3. Flow controllers shall be equipped with an auto manual station to allow
maintenance on the controller without interrupting the flow.
16.3. Recorders
16.3.1. Standalone recorders shall be used only where an automated control system will
not provide the same functionality or where the automated control system does
not meet the requirements of the provincial or federal regulations for the
application. An example of this would be environmental Air Quality Monitoring
(AQM) and recording.
16.3.2. Electronic chart drives on standalone recorders shall have adjustable time ranges
for 1 day, 1 week or 1 month without having to replace the drive each time.
17.0 RELIEF VALVES AND RUPTURE DISCS

17.1. Piping and Pressure Vessel – Relief Valves
17.1.1. Refer to OWNER’s General Specifications for Piping.
17.1.2. Acceptable types of pressure relief valves are the conventional, balanced area
bellows, or pilot operated.
17.1.3. The standard direct spring acting relief valve shall normally be used.
17.1.4. The bellows direct spring acting valve shall be used for the following conditions:
• Where the valve is subjected to a backpressure greater than 10% of the set
pressure.
• Where the backpressure is not constant and the range of variation may have
an adverse effect on the valve operation.
• Where protection is required from corrosive or fouling material.
17.1.5. Pilot operated valves will be considered where operating pressures are close to set
pressures. Pilot operated valves shall be limited to a maximum temperature of
230°C (450°F) and services, which are non-fouling.
17.1.6. Inlet connections NPS 1 or larger shall be flanged. Those smaller shall be threaded.
17.1.7. Outlet connections shall normally be flanged, except the outlet shall be threaded
when the inlet is threaded.
17.1.8. Threaded valves shall be considered for thermal relief service. Any other usage of
threaded valves will be with prior approval of OWNER.
17.1.9. The minimum size of thermal relief valves shall be ¾” NPT.
17.2. Storage Tank Vacuum and Pressure Relief Valves
17.2.1. Conservation vent valves (pressure and vacuum) shall be provided on all
hydrocarbon storage tanks as per API Standard RP2000.
17.2.2. Vent valves shall be sized to meet the following requirements:

• Out-breathing (pressure relief) due to maximum inflow of liquids into the
tank and due to maximum vaporization caused by such inflow;
• Out-breathing due to expansion and vaporization which result from maximum
increase in atmospheric temperature (thermal breathing);
• Out-breathing due to abnormal or emergency conditions, such as loss of
refrigeration;
• In-breathing (vacuum relief) due to maximum outflow of liquids from the
storage tanks;
• In-breathing due to contraction of vapors resulting from maximum decrease
in atmospheric temperature.
• Truck in and truck out flow rates must be considered during sizing of these.
17.2.3. The total normal venting capacity shall be the sum of the capacity required for
inflow or outflow plus the capacity required for thermal inbreathing or out-
breathing, and the vent valve shall be sized for this total normal venting capacity.
17.2.4. Flame arrestors shall be used in conjunction with conservation vents for complete
fire protection of volatile storage tanks when they are routed into a closed flare
system.
17.2.5. When flame arrestors are used they shall be protected against freezing and the
plates easily accessible for maintenance.
17.2.6. Metal to metal seats shall be provided for maximum fire protection.
17.2.7. All vessels or drums which have insufficient strength to withstand such external
pressures as may be applied, shall have properly sized vacuum breakers.
17.2.8. Where vacuum breakers are used they shall be adequately protected against
freezing.
17.2.9. To avoid chatter, the set pressure shall not be less than 10% above the maximum
expected operating pressure, except for pilot operated relief valves which may be
set at 5%
17.2.10. Balanced pressure relief valve bonnet vents are preferred for discharging into a
closed relief system. Back pressure of the closed relief system should be
considered if it may affect operation of the pressure relief valve. It shall NOT be
piped to the relief valve discharge line.
17.2.11. Pilot operated pressure relief valves shall only be considered in a clean and dry
application.
17.2.12. Electric or Glycol Heat Trace and insulation shall be installed where vacuum and
pressure relief valve may be subject to freezing open or closed.
17.3. Rupture Discs
17.3.1. Rupture discs shall only be used with approval from OWNER.
17.3.2. If approved by OWNER, rupture discs shall meet the following criteria:
• Rupture discs shall be of the preformed bolted flange type, with vacuum
supports
• Rupture disc minimum diameter shall be 2", and they shall be fabricated from
Monel, Inconel, or stainless steel with a minimum thickness of 0.125 mm.
Aluminum may be used in non corrosive service where the service
temperature is less than 120ºC.
• Dual disc designs are preferred in hydrocarbon or other flammable services.
• All discs shall be designed to burst within +5 percent of the stated set
pressure.
• Rupture disc installation shall conform to the weather protection and closed
venting requirements outlined for relief valves.
• Relief piping shall be designed with sufficient flanges to allow rupture discs
to be replaced without damaging disc or stressing piping.
• The application of rupture discs in combination with safety relief valves shall
be as outlined in the ASME Pressure Vessel Code, Section VIII.
• If a rupture disc is used under a safety relief valve, a pressure gauge and or
pressure switch, an excess flow valve, and a test connection shall be
provided between the disc and the valve inlet. The space between the
rupture disc and the relief valve inlet shall be adequate to permit sufficient
flow for proper functioning of the valve after the disc has burst.
• Rupture discs shall not be used for primary relief protection.
• When rupture discs are used in combination with relief valves on pressure
vessels, the rupture disc burst pressure shall not exceed the vessels design
pressure.
• When rupture discs are used in combination with relief valves, consideration
in sizing of the rupture discs shall be made to account for balanced or
unbalanced relief valves.
• Vendor shall be responsible for sizing rupture discs based on OWNER prepared
data sheets. Vendor shall ensure that the media being handled and the valve
operational characteristics will result in "pop" action of the relief valve
coincident with the bursting of the rupture disc.
• Rupture discs shall be marked as required per ASME Pressure Vessel Code,
Section VIII. The disc shall also be marked with tag number and requisition
number.
18.0 CONTROL VALVES

18.1. Selection
18.1.1. Control valve technology is complex and evolving rapidly, resulting in specialized
product lines that are not comparable between manufacturers. Hence it is a
common practice when ordering a control valve, to provide as much application
data as possible to the Manufacturer, requesting his verification that the valve
type, size, trim and auxiliaries are properly selected.
18.1.2. All control valves and attached piping shall comply with the facilities noise
standards. Calculations shall be based on the normal flow rate, not maximum valve
capacity.
18.1.3. Equal percentage characteristics shall be specified in most flow control loops, fast
acting pressure control loops, or loops that have large variations in pressure drop.
18.1.4. Quick opening characteristics shall be used only for on-off service and for direct
acting pressure regulators having minimum lift.
18.1.5. Gas compressor recycle valves shall have linear trim characteristics.
18.1.6. For services below 230°C, elastomer packing, constructed in a manner to reduce
fugitive emissions, will be used. For higher packing gland temperatures, the
manufacturer’s recommended packing will be used, and lubricators and isolating
valves will be supplied if required, with Schedule 160 nipple. Steam out
requirements will be considered in making these selections.
18.1.7. Sliding stem valves in hydrocarbon service will have environmental packing
adequate to limit fugitive emissions to <500ppm.
18.1.8. Control valves (except three-way valves) shall be provided with isolating block
valves and a bypass valve for hand control.
18.1.9. Block valves shall normally be gate valves. When control valves are smaller than
line size, block valves shall be one size smaller than line size. In no case shall block
valves be smaller than control valves.
18.1.10. Bypass valves shall have a capacity at least equal to the calculated Cv of the
control valve, but not greater than twice the selected Cv of the control valve.
18.1.11. Control valves that are not provided with isolating block valves and bypasses, and
are in critical service, shall be supplied with manual hand wheels.
18.1.12. Valves shall be mounted so the actuator is oriented vertically. The VENDOR shall
get prior approval from OWNER where the actuator cannot be mounted vertically.
Sufficient clearance shall be provided to remove the trim set without
disassembling any other nearby components.
18.1.13. Spring and diaphragm actuators are preferred. Piston actuators may be used
where high thrust or long stroke is required. The actuators shall be designed to
shutoff against maximum differential pressure across the valve (maximum inlet
pressure and zero outlet pressure, full vacuum if appropriate). Electric
(motorized) actuators shall be furnished only with OWNER’s prior approval.
18.1.14. Class V or higher shutoff shall be utilized for all on-off valves or on modulating
valves in steam service. Class IV shutoff shall be supplied at a minimum, for all
modulating valves in all other services.
18.1.15. Valves shall be sized to emit no more than 85dB(A) within one meter of the valve
at any of the specified flow conditions. If this requirement cannot be met then
OWNER shall be notified of the estimated sound levels.
18.1.16. Solenoid valves shall be supplied suitable for the applicable area classification.
Coils shall be continuous duty (24 VDC) weatherproof encapsulated type. De-
energization of the solenoid valve shall result in the valve moving to the fail safe
position. Inline solenoid valves shall not be installed in lines larger than NPS 1”.
18.1.17. Pressure or temperature regulator valves shall be used only in fuel gas, air, inert
gas, and water services. The supplier must obtain OWNER’s approval to utilize
these devices. Local indication of controlled media shall be available.
18.2. Sizing
18.2.1. Flow
• The system shall pass at least 110% of the design flow with the valve wide
open. For systems prone to fouling or fluctuating flows (i.e., level control),
this should be 115% to 140% of design flow.
• The system without the control valve should pass 5% more flow than with the
control valve wide open.
• The control valve sizing coefficient (Cv) shall be calculated based on the
normal, min and max flow rate and the operating pressure drop. The
rangeability shall be checked at the maximum flowrate and the minimum
pressure drop and the minimum flow rate and the maximum pressure drop
expected for this flow condition.
18.2.2. Pressure Drop

• The pressure drop across the control valve at design flow shall be at least:
o 20% of closed valve pressure drop
o 21% of friction loss of rest of pumped system, plus 10% of static
pressure gain
o 22% of friction loss of rest of unpumped system
18.2.3. For on/off service, valves shall be no smaller than line size. The valves shall be full
port. Reduced port valves may only be used with prior approval by OWNER.
18.2.4. Valve bodies shall not be more than 2 line sizes smaller than the inlet pipe size.
This stipulation is intended to assure the flexural strength of the piping system.
18.2.5. Valves with odd body size, such as 1½”, 2½”, 3½”, and 5" shall not be used.
18.3. Trim
18.3.1. Throttling Service

• Trim characteristic for throttling service shall normally be selected to
approximate a constant closed loop gain at any reasonable flow rate
• Specify a linear characteristic when:
o The operating pressure drop is over 30% of the shut-off pressure drop
o The turndown ratio under all operating conditions less than 5:1
o Split range applications where both valves are closed at centre scale
o Specified in most level control loops, slow acting pressure control
loops, loops that have a relatively constant pressure drop profile, and
loops where the process variable input to the controller is linear, with
the exception of temperature applications
• Otherwise specify the equal percentage characteristic trim.
18.3.2. On/Off Service

• Specify a quick opening trim, unless throttling is also anticipated.
18.3.3. The selection of materials and other manufacturing options for plug, seat, cage,
guide bushings, posts, etc. shall conservatively comply with the manufacturer's
recommendations. Special consideration shall be given to the following conditions.
• Pressure drop over 1000 kPa
• Temperature over 315°C
• Critical pressure drop, flashing, cavitation applications
• On/off service tight shut-off requirements
• Thermal cycling, erosion, corrosion

• High recovery valve applications, turn down ratios in excess of 12:1
18.3.4. Posts and all guiding surfaces shall be hardened for all applications.
18.4. Body Material and Rating
18.4.1. Control valve body materials shall be suitable for the service conditions and comply
with the general material requirements of OWNER’s Piping and Valve Specifications
18.4.2. Pneumatic actuated control valves in process service shall:

• Have a body size greater than or equal to 33mm
• When flanged, have a flange rating greater than or equal to ASME B16.5, 300
CL
18.5. Valve Actuators
18.5.1. Valve actuators shall be sized for a differential pressure equal to the inlet pressure
or 330 kPa, whichever is the highest.
18.5.2. Wherever practical, actuator selection shall include consideration of minimizing

instrument gas consumption or vent volumes.
18.5.3. Instrument components shall not be mounted on control valves which are subject
to vibration, excessive heat or cold or installed in areas which are difficult to
access or unsafe to access due to extreme process conditions of surrounding
process equipment.
18.5.4. Handwheels, where specified, shall be the continuously connected side mounted
type. For butterfly valves the handwheel shall be mounted either on the actuator
yoke or be the casing mounted handjack type.
18.5.5. Handwheels and manifolds should be readily operable from grade or platform.
18.5.6. Where valve travel stops are required, use a handjack with lock nut or other
suitable locking device. Handwheels are not to be used as travel stops.
18.5.7. If the valve is not within sight of the controller, positioner or I/P (I/P = current to
pneumatic convertor), a 65 mm, 0 - 200 kPa pressure gauge shall be installed at the
diaphragm pressure line.
18.5.8. Air cooler auto control louvers shall be stroked by cylinder actuators (positioners
are preferred, but some actuator designs do not allow for these). The actuator
shall be sized to handle at least 200% of the design aerodynamic and friction load.
Bearings and linkages shall be antifriction type and of noncorrosive materials.
Special care will be taken to ensure these actuators are installed to ensure the
correct fail position of the louvers they are connected to.
18.5.9. On wellsite metering skids where a process control valve/choke (not ESD valve) is
controlled automatically from an electronic device such as an RTU (Remote
Terminal Unit), a pneumatic auto/manual station selector switch and manual
control regulator shall be installed to allow the control valve to be controlled
locally, independent of the automated system. The auto/manual station is not

required on sites which are controlled by local pneumatic controllers and have no
interconnection to an electronic device such as an RTU. The auto/manual station
may only be omitted with permission from OWNER in areas where this functionality
is not required.
18.5.10. If the maximum differential pressure at shut-off is not specified, the actuator
shall be sized for a differential pressure equal to the inlet pressure specified as a
minimum.
18.5.11. Spring opposed actuators shall be furnished with springs that are readily
adjustable while the valve is in service, fully enclosed in a suitable metal housing
and stamped or color coded for identification.
18.5.12. Actuators shall be furnished with a reversible valve position indicator with
graduated scale. This indicator will clearly show if the valve is open or closed.
18.6. Valve Positioners
18.6.1. Valve positioners shall be used in the following services:

• Valve body size 60.3mm (2”) and larger.
• Slow processes where accuracy is important such as:
o Temperature controls
o Column pressure control
o Level control where flow goes to process heater or column
• Where high valve stem forces are expected such as:
o High pressure drop single seat throttling service
o Entrained solids and fouling services
o Process temperatures over 260ºC
• Split range applications.
• Where actuator spring range is other than 20 - 100 kPa.
• Where increased speed of response is required.
• Piston actuators in throttling services.
• Where vaporization across valve exceeds 10%.
18.6.2. Integral I/P converter/positioner (also known as Digital Positioner) is preferred. I/P
(I/P = current to pneumatic) converter shall not be mounted on control valves or
other equipment if subject to vibration.
18.6.3. Input signals will be 4-20mA. Output signals will be 20-100kPa (g) or 40-200kPa (g)
instrument air.
18.6.4. All accessories shall be rigidly mounted to the control valve actuator by means of a
bracket specifically designed for that purpose. Support of an accessory by means of
a pipe nipple only is not permitted.
18.6.5. Integral I/P converter/positioner (also known as Digital Positioner) is preferred. I/P
(I/P = current to pneumatic) converter shall not be mounted on control valves or
other equipment if subject to vibration.
18.6.6. I/P converter/positioner used in instrument gas service must be CSA approved for
use in that service. If the possibility exists of changing a compressor or process skid
from instrument air to instrument gas service, instruments rated for gas should be
used. Pay particular attention to this when moving or refurbishing skids.
18.6.7. All instruments shall be suitable for the electrical area classification in which they
are installed.
18.6.8. All instruments shall be CSA approved and also approved for the service in which
they are to be used. (Example: An I/P on instrument gas service must be approved
for use with gas as opposed to air only.)
18.6.9. All electronic instruments shall be approved (and marked as such) for “Single Seal”
or “Dual Seal” as per the Canadian Electrical Code “Secondary Sealing
Requirements”. On an application where an instrument with this approval is not
available, OWNER shall be contacted to discuss a solution
18.6.10. Valve positioners are to be direct acting (air to close) unless approved by OWNER.
18.7. Stem Packing
18.7.1. Teflon-asbestos packing shall be used for all services below 230ºC. For higher
packing gland temperature the Manufacturer recommended packing shall be used.
18.7.2. Radiation fins or extension bonnets are required where packing temperatures
would otherwise be too high.
18.7.3. Packing for temperatures below -17 deg C (0 deg F) shall use an extension bonnet
with preformed V rings of PTFE or graphite. Lubricators shall not be used.
18.7.4. Each valve shall be furnished with a bolted gland-type or spring-type stuffing box.
Packing material shall be specified on the data sheet.
18.8. Installation of Control Valves and Associated Instrumentation
18.8.1. Control valves shall be installed with stems in vertical position and actuator above
the valve body. Butterfly, and other valve with rotary actuation and dual bearings,
shall be mounted with shafts horizontally.
18.8.2. Where offset or off plumb installations are necessary due to space limitations,
OWNER shall be party to this decision. The manufacturers recommended
installation guidelines shall be followed and if the manufacturer does not
recommend this installation then it shall not be permitted.
18.8.3. Control valves shall be installed in locations where they are accessible for repair
and servicing.
18.8.4. Care will be taken to ensure the valve is installed in the direction indicated by the
stamped arrow on the body.
18.8.5. If the valve trim is not constructed with a force balanced design, they will be
installed having the flow from the top of the plug to ensure tight shutoff in the
closed position.
18.8.6. Accessories shall be factory adjusted and calibrated in accordance with data sheet.
18.8.7. Vent ports (solenoid, actuators etc.) shall be provided with insect screen and
facing in a way to avoid water entry or ice formation.
18.8.8. Vent ports shall be properly sized to achieve proper speed requirements.
19.0 EMERGENCY SHUTDOWN, ON/OFF AND DEPRESSURING VALVES

19.1. General
19.1.1. Emergency shutdown and de-pressuring valve operation shall not be combined with
control operation. The only exception to this, with prior approval by OWNER may
be on low pressure, sweet gas well site meter skids.
19.1.2. On/Off valves will be specified as line size, full port, or reduced port depending on
the process flow rate.
19.1.3. Actuators are to be sized for 1.3 times the valve's maximum break-out torque at
full rated ANSI differential pressure, and at the minimum instrument air supply
pressure as specified on the project site data form.
19.1.4. On/Off valve body materials, including bolting, will be as per the corresponding
piping class. Valve bodies will have pressure – temperature ratings equal to or
greater than the flange rating of the lines in which they are installed.
19.1.5. Depressurizing valves will be single seat globe-style valves if suitable for the
service.
19.1.6. As a minimum, inner valve trim will be stainless steel.
19.1.7. The finish on the flange contact face will be specified the same as the matching
pipe class.
19.1.8. The maximum leakage rate will be evaluated on a case-by-case basis and indicated
on the valve data sheet. Leakage classifications will be as per FCI 70.2. Unless
otherwise instructed, it will be Class VI minimum.
19.1.9. Valves on flammable media will be rated “fire safe” as per API 607.
19.1.10. Actuators for ESD valves will be designed such that the valve fails in the chosen
position whenever the motive force or signal is lost. The only exception will be
motor-operated valves; these require Owner’s approval.
19.1.11. Emergency shut-off valves will close within the time dictated by the process
conditions, but in any case, in less than two seconds per inch of line size. Pipeline
shut-off valves require different stroking speed to prevent severe hydraulic
pulsations, which can damage equipment.
19.1.12. Test documentation shall reference tag number.
20.0 PRESSURE REGULATORS

20.1. Engineering Design of Pressure Regulators
20.1.1. In general, flanged diaphragm control valves with yoke mounted pressure pilots
shall be used for reducing or backpressure regulators.
20.1.2. Consider the use of regulators in lieu of a control valve and controller for pressure
or temperature control if all of the following conditions exist:
• The operating conditions do not require variable proportional band,
automatic reset and/or derivative action;
• The line size is 2" or smaller;
• Frequent change of set point is not required;
• The process medium is not dirty or viscous;
• The process temperature does not exceed the temperature rating of
diaphragm and seal materials;
• Manual control is not required for startup or shutdown.
20.1.3. Where applicable for low pressure blanketing systems, reduced liquid pressure from
a main distribution line, etc., self operated pressure reducing regulators shall be
used. These regulators provide constant reduced pressure. Generally these
regulators have threaded end connections.
20.1.4. When necessary to resize the orifice in a regulator, refer to manufactures sizing
charts for allowable pressure drop, inlet pressures and maximum flowrates. Follow
the OWNER “Management of Change” Procedure.
20.1.5. The minimum flange rating for a regulator is 150 ANSI except 45mm and smaller
may have NPT screwed connections. A 60mm screwed connection may be used
where flanged versions are not available.
20.1.6. The maximum sizing flow (100 percent valve opening) shall be the greater of:
• 110 percent of maximum flowrate if known
• 180 percent of normal flowrate at normal flow pressure drop for control
system in which the regulator must vary the flowrate to maintain a given set
point.
20.1.7. Other types of regulators are available for consideration and may be used in the
following applications:
• Differential pressure reducing regulators for maintaining a pressure
difference between 2 locations in a pressure system;
• Pressure relief or differential pressure relief regulators for pump governors to
relieve pressure or limit pressure build up and maintain a pressure difference
between 2 locations in a pressure system.
• Pressure shutoff regulators which shut off in response to a low or high
pressure condition, or both.
• A 3-way pressure sensing regulator which switches its inlet pressure from one
to the other of its 2 outlet ports in response to a low or high pressure, or
both.
20.2. Installation of Pressure Regulators
20.2.1. Pressure regulators may be installed vertically or horizontally, horizontal is

preferred. When regulator is horizontal, ensure that the diaphragm housing or
bonnet is on the top to prevent fluid or debris from falling into the housing.
20.2.2. Ensure the manufacturers recommended installation instructions are strictly

followed.
20.2.3. On application where steam or electric tracing is required for the pressure pilot, it
shall be mounted separately from the valve.
20.2.4. Regulators in a flammable fluid or gas service or instrument gas service shall have a
proper vent cap and shall be vented into a vent gas gathering system where
practical or to a safe location outside the building. The outside vent piping/tubing
shall remain a minimum of 1.5 meters away from the building doors, windows and
ventilation openings.
21.0 INSTRUMENT TUBING AND FITTINGS

21.1. Process Tubing and Fittings
21.1.1. All bends and offsets in tubing shall be made only with an approved tube bending
device. A circular cross section shall be maintained at all times as per the
manufacturer’s specifications.
21.1.2. All tubing shall be supported by channel iron or other approved tube supporting
systems. Acceptable supporting structures for tubing support systems can be
structural steel, pipe racks, pipe supports etc. Attachment of supports directly to
pipe, vessels or machinery is not permitted. The only exception to this, with prior
approval by OWNER may be on well site meter skids between the skid and the
wellhead.
21.1.3. Tubing shall be installed level and plumb unless installation detail for particular
application describes otherwise.
21.1.4. Process tubing shall be a minimum of ½” O.D. 0.049” wall thickness Seamless 316
Stainless Steel unless otherwise specified in applicable installation detail.
21.1.5. Pressure tubing shall meet the pressure class rating of the system to which it is
connected as per the manufacturers listed pressure rating, taking into
consideration the manufacturers temperature de-rating factors.
21.1.6. All new process tubing connections shall be disassembled, visually inspected and
re-assembled to ensure tubing ferrules are properly engaged as per manufacturer’s
instructions. EACH FERRULE SHALL BE VISUALLY INSPECTED PRIOR TO PUTTING INTO

SERVICE. NO EXCEPTIONS! Each fitting shall be marked in some manner to visually
show others it has been checked.
21.1.7. Tubing shall be cut neatly and inner diameter reamed smooth to remove burrs.
21.1.8. All pipe nipples and swages used in sizes 45mm NPS or smaller shall be at least
Schedule 80.
21.1.9. On larger projects, when requested by OWNER, all tubing, fittings, valves and
interconnecting piping related to each instrument shall be tested to 1.1 times the
design pressure of the process piping it is connected to. Design pressure is stated
on line designation tables. This testing is the responsibility of the instrumentation
CONTRACTOR and must be done prior to initial operation of the system. The test
results shall be documented and submitted to OWNER.
21.1.10. On larger projects, when requested by OWNER, any equipment or fittings required
to perform these tests shall be furnished by the CONTRACTOR. Testing media is to
be dry air or inert gas such as nitrogen. Initial charging pressure shall be 700
kPag. At this time a preliminary check for major leaks shall be undertaken.
21.1.11. On larger projects when requested by OWNER, records of the results of each
pressure test shall be maintained in a format agreed to by OWNER prior to
commencement of task. OWNER Inspectors may choose to witness these tests.
21.2. Instrument Air and Signal Lines
21.2.1. Instrument air system tubing shall be a minimum of ⅜” O.D. 0.035” wall thickness
seamless 316 Stainless Steel unless otherwise specified in applicable installation
detail. Tubing shall be cut neatly and inner diameter reamed smooth to remove
burrs.
21.2.2. Pneumatic signal tubing shall be a minimum of ⅜” O.D. 0.035” wall thickness
detail. On applications where a faster response signal is required ¼” O.D. 0.035”
wall thickness seamless 316 stainless steel tubing shall be used.
21.2.3. Instrument air supply conditions are per the site data form or instrument
datasheet.
21.2.4. A single point of connection for instrument air shall be provided for each skid.
From this point, an air header shall be run throughout the skid. Individual take offs
will be run to within 600 mm of every instrument and include an isolation valve at
the instrument. Each takeoff from the header is to have an isolation valve.
21.2.5. All supports and brackets shall be fabricated with materials suitable for the area
installed. (Corrosive, salt water, H2S, indoors, outdoors, etc.)
21.2.6. The supports and brackets shall be property finished by grinding welds smooth and
painting to prevent rust.
21.2.7. Instrument air connections to main headers shall be in the vertical orientation in
order to minimize chance of sub-headers being contaminated by debris. Isolation
valves are to be located as near to each connection to the main header as is
practical.
21.2.8. All main and branch headers shall have valves at the dead ends for blow-down
purposes.
21.2.9. Piping shall not be installed in such a way that it impedes access to equipment for
maintenance or repair.
21.2.10. It shall be the responsibility of the CONTRACTOR to prevent the entrance of

water, snow, ice, dirt, concrete, and other foreign material into tubing during
construction. All open ends shall be capped with plastic caps during construction.
The use of paper wads, wooden or similar plugs shall not be permitted.
21.2.11. Piping shall be installed level and plumb.
21.2.12. Thread sealing compound shall be used on all instrument air connections. Jet
Lube V-2 multipurpose thread sealant shall be the compound of choice. Refer to
manufacturer’s literature for application instructions.
21.2.13. Use of Teflon tape in conjunction with thread compound is acceptable. Great
care must be taken however when applying tape that it is not applied over top of
either of the bottom two threads. Double density (yellow in color) Teflon tape
such as Jet Lube Petro-Tape is recommended. The tape must be applied to the
pipe under tension in the direction of the thread turns. No more than two
overlapping layers shall be applied.
21.2.14. Close nipples or fully threaded (all-thread) nipples shall not be used.
21.2.15. Instrument air supply lines and sub-header lines shall be tested with dry air.
Leaks shall be checked for using a leak detection solution or other approved
method. Test procedure shall be in accordance with applicable piping code, refer
to the applicable OWNER Piping Specification. Pneumatic control signal
transmission lines shall be tested prior to the final instrument loop check. A
record showing instrument number/header number date of test and test data shall
be maintained for all instruments and header systems. A format for this document
shall be agreed upon prior to commencement of the job. These records shall be
sent to OWNER in accordance with job close-out procedures.
21.2.16. Each air consuming instrument shall have a dedicated instrument air supply
regulator that shall be installed within 600 mm of the instrument c/w an isolation
ball valve. Needle valves shall not be used for this application.
21.2.17. Final instrument air connections to the instrument (supply) shall be ⅜ ” O.D.
0.035” wall thickness tubing with approved compression fittings. When the
instrument in question is subject to frequent maintenance, high vibration or
movement due to thermal expansion/contraction, alternate tubing methods such
as Swagelok PB series push-on multi-purpose hose are acceptable. Refer to
vendor documentation for temperature and pressure ratings of this hose.
21.2.18. The instrument air supply tubing must be blown clear of debris before the
instruments are connected.
21.2.19. All instrument air and signal tubing shall be disassembled and re-assembled to
ensure tubing ferrules are properly engaged as per manufacturer’s instructions.
EACH FERRULE SHALL BE VISUALLY INSPECTED PRIOR TO PUTTING INTO SERVICE.
NO EXCEPTIONS!
21.3. Instrument Gas Supply Lines
21.3.1. Instrument gas supply tubing shall be a minimum of ⅜” O.D. 0.035” wall thickness
detail. Tubing shall be cut neatly and inner diameter reamed smooth to remove
burrs
21.3.2. Each air consuming instrument shall have a dedicated instrument gas supply
regulator that shall be installed within 600 mm of the instrument c/w an isolation
ball valve. Needle valves shall not be used for this application
21.3.3. The instrument gas supply tubing must be blown clear of debris before the
instruments are connected.
21.3.4. All instrument gas supply tubing shall be disassembled and re-assembled to ensure
tubing ferrules are properly engaged as per manufacturer’s instructions. EACH
FERRULE SHALL BE VISUALLY INSPECTED PRIOR TO PUTTING INTO SERVICE. NO
EXCEPTIONS.
21.4. Tube Fittings
21.4.1. All tube fittings shall be Swagelok 316 Stainless Steel (both fittings and ferrules)
compression type fittings unless otherwise specified on a project specific basis by
OWNER.
21.4.2. Thread sealants are to be used on all threaded connections
21.4.3. The use of Teflon tape in conjunction with thread sealants is acceptable. Refer to
section 19.2.11 above.
21.4.4. The table below indicates thread compounds that shall be used for the various
services listed. Other compounds that are suitable may be used upon written
approval from OWNER.
Temperature Thread
Service Thread Type Range Compound
Sour and sweet
hydrocarbon, produced Pipe threaded -45ºC to 200ºC Jetlube TF-15
water
Locktite PST Pipe
Lube oil, Seal oil Pipe threaded -45ºC to 200ºC
Seal 567
Sulphuric Acid Pipe threaded -45ºC to 200ºC Jetlube TF-15
Utility Air with Potable
Pipe threaded -45ºC to 100ºC Jetlube V-2
Water
GRAFOIL GTS
Steam Pipe threaded -45ºC to 650ºC Thread Sealant
Paste
Locktite Nickle
Thread anti seize lubricant External bolts -45ºC to 400ºC
Anti Seize #771
21.5. Instrumentation Tubing
21.5.1. When selecting instrumentation tubing, the total system design must be considered
to ensure safe, trouble-free performance. Functional, material compatibility,
adequate ratings, proper installation, operation and maintenance are
responsibilities of both the designer and installer.
21.5.2. Instrumentation tubing shall be “Seamless” 316 ASTM A269 Stainless Steel Full
Annealed.
21.5.3. The table below is provided for information only and indicates typical maximum
allowable working pressures. Consideration must be given to the elevated
temperature de-rating of the following pressure ratings. The elevated temperature
de-rating factors shall be as per the instrumentation tubing manufacturer’s
specifications.
Pressure Rating (psig) for Various
Tubing Wall Thicknesses
Instrumentation
Tubing O.D. 0.035 0.049 0.065
⅛" 10,900 ---- ----

¼" 5,100 7,500
⅜" 3,300 4,800 6,500
½" 2,600 3,700 5,100
¾" ---- 2,400 3,300
1" ---- ---- 2,400
21.5.4. The above table provides typical pressure ratings and wall thickness. For all
applications the manufacturer’s specifications and ratings shall be used.
22.0 WINTERIZATION
22.1. General
22.1.1. Instrumentation devices, instrument tubing, control valves and all associated
instrumentation equipment shall be protected from freezing where potential of
freezing exists. The result of the freezing may cause personnel safety issues,
equipment failure, equipment damage and loss of production. The freeze
protection evaluation shall be done during the design phase of any project and
shall be reviewed by the engineering consultants and/or field CONTRACTORs
performing the work.
22.1.2. Process liquids in the measuring elements or sensing lines of instruments shall be
prevented from freezing by using any of the following methods:
• Ensure both the instrument and associated connection tubing are considered
• Install inside a heated area or building
• Using a non-freezing liquid seal in the sensing lines
• Heated instrument enclosures
• Proper custom designed and fitted “FlexPaks” (or OWNER approved equal)
• Electrical, glycol, steam or hot oil tracing and insulating of sensing lines and
instruments
• The type of heat tracing is dependent on the temperature rating of the
process and equipment. A proper evaluation of the tracing requirements shall
be performed.
22.1.3. All control valves in a possible freezing service shall be heat traced. Where the
control valve pressure drop will cool the process fluid below a desirable
temperature, the process line shall be traced upstream of the control valve before
the fluid expansion takes place.
22.1.4. The finished insulation shall be neat and all valves, drain plugs, flanges, unions,
etc. shall be free of insulation to permit removal.
22.1.5. “FlexPak” (or OWNER approved equal) coverings shall be chosen considering the
operation temperature of the process fluid.
22.1.6. Site CONTRACTOR to physically measure the required sizes for both instruments
and root valve assemblies to ensure the “FlexPak” (or OWNER approved equal) will
encompass the entire installation.
22.1.7. Instrument enclosures shall be shop fabricated by a competent manufacturer.

Where instrument enclosures are manufactured in the field, they shall be
fabricated to a design and quality acceptable to the OWNER Project Automation
Lead.
22.1.8. Instrument enclosures shall be designed to permit entry of the pre-insulated and
traced bundles.
22.1.9. Instrument enclosures shall be designed to permit all valve handles and vents to be
easily operated when the door is open.
22.1.10. Instrument enclosures shall be large enough to enclose any manifolds and tubing
connections from the process or the steam or glycol tracing lines.
22.1.11. Instrument enclosures shall have permanently attached heavy duty latches for
holding the sections together.
22.1.12. Instrument enclosures shall be designed to permit removal of the enclosure for
maintenance purposes without disconnecting lines or removing insulation.
22.1.13. Joining edges of the instrument enclosure sections shall be interlocked to prevent
shifting of the sections and gasketed to prevent dust and moisture from entering
22.1.14. Instruments with local indication will have a shatter proof glass window pre-
installed on the front of the enclosure.
22.1.15. An instrument mounting bracket as well as cable entry holes to be supplied by

manufacturer.
22.1.16. Enclosure shall be constructed from a corrosion resistant material with the cover
hinged mounted. A lid support bracket shall be provided to keep the cover open.
The sealing edges of the cover and base shall be lined with a weather tight,
neoprene-type gasket to give the enclosure a rating of NEMA4X as a minimum.
22.1.17. Top entry of any process lines is not permitted, all entry will be from the back or
bottom of enclosure.
22.1.18. A lamacoid identifying the instrument tag number shall be permanently installed
on the front exterior of the enclosure.
23.0 LOCATION, MOUNTING AND INSTALLATION

23.1. General
23.1.1. All instruments and controls shall be arranged and installed for long operating life
and accessibility.
23.1.2. Process leads to pressure instruments – ½" OD x 0.049" W.T. 316 SS seamless
tubing shall be used with Swagelok 316 SS fittings. Special materials may be
required depending upon process conditions.
23.1.3. Instrument air signal tubing shall be ¼" OD x 0.035" W.T. 316 SS seamless with
Swagelok fittings. Where instrument in question is subject to frequent
maintenance or high vibration, vibration loops may be used or alternate tubing.
(e.g. Flexible armored Teflon or multi-purpose hose such as Swagelok PB Series

Push-On multi-Purpose Hose). Instrument installation shall follow the procedures
and diagrams of GS-4600 Instrument Installation Details.
24.0 RFI PROTECTION

Electrical devices shall be RFI protected as defined in SAMA PMC 33.1. RFI protection shall meet or
exceed 0.1% full-scale error at one meter from a 5-watt 2-way radio for frequencies of 20-1000 MHz
Field devices shall have surge protection.
25.0 ENERGY EFFICIENCY AND EMISSION REDUCTIONS

25.1. General
25.1.1. OWNER is an environmentally friendly corporation that is actively looking for – and
welcomes – opportunities to reduce energy consumption and greenhouse emissions.
25.1.2. Individuals or companies responsible for specifying, selecting and/or procuring

instrumentation shall include consideration of the following, where applicable:
• Use of Low or Zero Bleed instruments,
• Use of reduced control signal pressures,
• Use of instrument air in lieu of instrument gas where power for instrument
air compression is available and adequate,
• Use of electric instruments in lieu of pneumatic where existing power supply
is available and adequate,
• Use of Solar Powered Systems in place of Thermo Electric Generators (TEG)
where practical.
• Use of alternate seals on instruments, control valves and relief valves to
mitigate fugitive emissions.
• Collection of vented gas for use in LP fuel or burner systems.
• Other opportunities that may be identified by OWNER or suggested by
instrument vendors, CONTRACTORs or consultants.
25.1.3. As a minimum, individuals or companies responsible for specifying or procuring

pneumatic instrumentation shall provide a summary listing to OWNER prior to
procurement that includes:
25.1.4. Listing of proposed instruments with bleed rates greater than 6 scfh (4m3/d) and
their associated bleed rates.
• Listing of low or zero bleed alternatives, their associated bleed rates, and
associated incremental cost, if any.
• Low or zero bleed alternatives may include substitute instruments, variations
of proposed instruments, or external/add-on items that reduce bleeding or
venting.
26.0 TESTING AND COMMISSIONING

26.1. General
26.1.1. On field based projects the CONTRACTOR shall be responsible for the supply of all
labor and apparatus required for the testing and commissioning as listed in detail
on the appropriate OWNER Electrical and Instrumentation Commissioning Check List
(refer to Section 3.4). The CONTRACTOR shall record all inspection and test results
on CONTRACTOR supplied report forms which shall be signed by the person who
conducts the test, and the OWNER’s representative who shall witness the
inspection and test. Adequate notice (minimum forty-eight (48) hours) must be
given prior to any tests to allow the Inspectors time to arrive at the site. The
CONTRACTOR shall insert in the Project QC binder, full commissioning reports, "As-
Built" drawings, and an "acceptance document" signed by the OWNER’s
representative testifying that the work has been performed fully to OWNER
satisfaction.
26.1.2. Prepackaged vendor skids shall be tested at the vendors shop prior to shipment in
accordance with OWNER GS-4025 E&I Testing on Pre-Packaged Skids. Adequate
notice (minimum forty-eight (48) hours) must be given prior to any tests to allow
the Inspectors time to arrive at the vendors shop. The Vendor shall provide full
commissioning reports, "As-Built" drawings, and an "acceptance document" signed
by the OWNER’s representative testifying that the work has been performed fully
to OWNER satisfaction. These documents shall become part of the QA/QC binder.
26.1.3. Failures or defects in workmanship revealed by testing shall be corrected promptly

and the test repeated. All results shall be witnessed by OWNER’s representative
and recorded.
26.1.4. The CONTRACTOR or Vendor shall check all factory built equipment before it is
permanently installed. In the event of any faults in equipment supplied by OWNER,
immediate notice shall be given to OWNER, who will determine what corrective
action will be taken.
26.1.5. All CONTRACTORs commissioning OWNER equipment will be able to produce all
required calibration certification.
26.1.6. VENDOR shall provide a detailed testing plan prior to fabrication.
26.1.7. Each instrument shall be calibrated prior to shipping.
26.1.8. As part of the instrument calibration, all instruments shall be checked to ensure
that the stainless steel tag is present and is attached to the instrument in a
permanent manner. The instruments safe working pressure shall be checked against
the design pressure of the process.
26.1.9. All instrument air tubing and process impulse tubing shall be leak tested to 110% of
maximum operating pressure.
26.1.10. VENDOR shall be responsible for the inspection of all workmanship and materials
to ensure that all equipment supplied is manufactured in accordance with these
specifications and applicable codes.
26.1.11. On/Off valves shall be blocked open during hydro testing. PSV’s shall be removed
from piping and piping blinded for hydro testing.
26.1.12. OWNER’S inspector shall have the authority to stop the work and request repairs
or modifications, if the work does not conform to the specifications and codes of
this specification.
26.1.13. VENDOR shall provide the necessary labour, space, test equipment and tools to
perform a complete panel functional test.
26.1.14. VENDOR shall advise OWNER when panels are 35% complete. A control panel
inspection will be conducted at this time or waived.
26.1.15. The VENDOR shall notify OWNER when the panels are ready for inspection so that
a mutually convenient inspection appointment can be arranged.
26.1.16. If the VENDOR fails to perform the necessary checks or is unable to present the
panel for inspection when OWNER arrives to inspect the panel, the VENDOR shall
be liable for back charges by OWNER for extra time required for the Inspection
Personnel Services.
27.0 INSPECTION
27.1. General
27.1.1. The responsibility for inspection rests with the VENDOR.
27.1.2. VENDOR shall prepare a detailed Inspection and Test Plan (ITP). The ITP shall be
submitted to OWNER prior to the commencement of work.
27.1.3. As a minimum, ITP’s shall address the review and testing items, mandatory inspection
requirements, and mandatory test documentation requirements.
27.1.4. Any additional inspection, approval, witnessing, and documentation requirements

shall be specified by OWNER on a project or item specific basis.
27.1.5. OWNER reserves the right to:

a) Inspect the work being conducted by VENDOR at any time.
b) Request, review, and / or approve VENDOR’s Quality Control Manual, worker
certifications or qualifications, and procedures for fabrication, assembly,
installation, examination, testing, and inspection of pressure vessels.
c) Inspect any VENDOR supplied equipment or material and any work conducted by
VENDOR. Any items or work not deemed adequate by OWNER shall be repaired or
replaced by VENDOR.
d) Request or undertake additional or progressive inspection and testing.
27.1.6. OWNER’s inspector shall be given access at all reasonable times to the materials,
work in progress, and documentation associated with the vessel.
28.0 MATERIAL
28.1. General
28.1.1. All material supplied by the VENDOR or CONTRACTOR shall be new unless prior
written approval from OWNER is obtained to supply used or remanufactured
material. This will only be considered under special circumstances.
28.1.2. All material shall be handled with care to prevent mechanical damage, such that
the material may be returned to the supplier if not required for the project.
28.1.3. All equipment shall be stored in a dry environment. Desiccant bags or energized
space heaters shall be used to prevent the accumulation of moisture condensation
within equipment stored in unheated areas.
28.1.4. All equipment and materials supplied shall meet the requirements of the latest
edition of all applicable codes, regulations, and the inspection authority having
jurisdiction. All equipment must bear the approval seal of the appropriate
authority or be provided with appropriate documentation stating approval. CSA or
OWNER approved equal.
28.1.5. All material must be purchased in accordance with OWNER policies. Any material to
be installed, which does not conform to the specifications or drawings, must be
approved by OWNER, in writing, prior to purchase or installation.
29.0 PREPARATION AND SHIPMENT

29.1. General
29.1.1. Instruments shall be carefully packed or crated so as to prevent damage or loss

during shipping.
29.1.2. All instruments or separate parts shall be properly marked for ease of field
identification.
29.1.3. All liquids shall be completely drained from all instruments prior to shipment.
29.1.4. Machine exposed surfaces shall be protected with an easily removable rust
preventative coating. All flanges shall have wooden cover plates. Threaded
connections normally plugged during service, shall be protected by plugs or caps.
29.1.5. All shipments must be accompanied by an appropriate set of installation,

maintenance, operating instruction, and a check list detailing all items that were
shipped loose.
29.2. Skids
29.2.1. Control Valves

• Control valves that are threaded shall be removed or supported in such a way
that no movement can take place.
29.2.2. Level Instruments

• External Type
o Displacer or float type level switches, controllers or transmitters must
have displacers or floats removed or solidly blocked so no movement
can take place.
• Internal Type
o Displacer or float type level switches, controllers or transmitters that
are threaded shall be removed or supported in such a way that no
movement of the control unit can take place.
o The displacer or floats on these switches shall be removed.

• All displacers and floats shall have a locking nut installed or a thread locking
compound applied to ensure they will not become loose.
29.2.3. Monitors and Amplifiers

• These items - gas detection, fire detection, turbine meters, net oil and BS&W
shall have their monitors removed and secured within the skid, in the original
packaging
29.2.4. Recorders and controllers shall be removed and secured within the skid, in the
original packaging.
29.2.5. Transmitters
• Transmitters may be left in place if supported properly.
• Temperature transmitters with capillary type sensing shall have the capillary
removed from the raceway and coiled.
29.2.6. Tubing and Raceway

• All raceway and tubing must be supported in such a way that no movement
can take place that would twist and do damage.
29.2.7. Temperature and Pressure Switches

• These instruments may be left in place if supported properly.
• Temperature switches with capillary type sensing shall have the capillary
removed from the raceway and coiled.
• Temperature and pressure switches with mercury type switches must be
removed for shipment.
29.2.8. Temperature and Pressure Indicators

• Indicators should be shipped in original packaging.
30.0 STORAGE AND HANDLING

30.1. General
30.1.1. All instruments shall be stored in a clean and dry indoor location.
30.1.2. Any instruments mounted in place prior to start up shall be covered and protected
from contamination of physical harm.
30.1.3. Control valves shall be adequately covered to prevent contaminants from getting
inside the valve body or operator.
31.0 INSTALLATION DETAIL DRAWINGS

Refer to the OWNER GS-4600 Instrument Installation Detail Drawings.
32.0 RESPONSIBILITY OF VENDOR

32.1. General
32.1.1. The VENDOR shall submit sufficient information (pressures, temperatures, flow
rates, specific gravities, corrosive conditions, controller set points, alarm set
points, ranges, etc.) to permit the OWNER to execute the necessary review and
checking activities and to develop interconnecting diagrams, shutdown and security
circuits, etc.
32.1.2. VENDOR shall review all drawings and other work prepared by the OWNER that is
interfacing with the VENDOR’s system for complete compatibility with VENDOR’s
equipment and the proper and safe functioning thereof. OWNER approval of
VENDOR’s drawings does not in any way relieve the VENDOR of his responsibility to
meet the design criteria.
33.0 DRAWINGS AND DOCUMENTATION

33.1. General
33.1.1. The quantity and format of drawings, documents, and/or manuals - as well as the
requirements for submissions - shall be specified by OWNER on a project or item
specific basis under separate cover.
33.1.2. Drawing design and layout etc. shall follow the OWNER Administrative Guideline A-
4810 Drawing Standards and Controls.
33.1.3. Any conflicts, omissions, or discrepancies found in the drawings shall be promptly
brought to the attention of the OWNER Inspector for resolution.
33.1.4. OWNER retains the right to issue additional drawings, sketches and other data in so
far as they may be considered explanatory and reasonably inferred from the
specifications and drawings, at the sole discretion of OWNER without incurring
additional cost.
33.1.5. The CONTRACTOR shall supply three (3) complete sets of drawings after completion
of the work, marked-up “as-built”. Markups (in red pen) shall include any
additions, deletions, tag or address changes, and any exceptional conditions left
from construction. These drawings shall be detailed and completed in a
professional manner with all information including references to other drawings.
One set of drawings shall be left on site, one set shall be given to the local area
OWNER E&I maintenance lead and the other returned to the OWNER E&I
construction representative so the drawings can be made current.
33.1.6. All drawings, maintenance manuals, spare part lists, operating instructions or any
other literature coming with the CONTRACTOR-supplied equipment remain the
property of OWNER and shall be returned to the OWNER’s representative within
two days of completion of the work. The CONTRACTOR shall ensure that all future
updates are supplied directly to OWNER and that any applicable warranty is
transferred to OWNER.
33.1.7. All the VENDOR drawings are to be supplied to the OWNER in AutoCAD “.DWG” or
“.DXF” electronic format.
33.2. Relief Valve Test Certificates

The VENDOR shall provide certified test certificates for all relief valves.
33.3. Flow Instrumentation

The VENDOR shall provide Factory Calibration reports for all flow instrumentation and
recommended programming configuration as applicable.
33.4. P&ID and Functional Description

The VENDOR shall submit a "Piping and Instrumentation Diagram" (P&ID) showing all necessary
instrumentation. The VENDOR P&ID shall show controller setpoints, alarms, shutdowns, PSV,
and PCV settings.
Each instrument shall be shown on the VENDOR’s P&ID in accordance with ISA 5.1 using the
OWNER assigned instrument tag number.
The VENDOR may be requested to submit a functional description for normal and or
emergency shutdowns, for normal control, for start-up, etc. to clarify the control depicted
on the P&ID. The description shall be sufficiently detailed to enable any programming
required for the control system.
33.5. Instrument Data Sheets / List

The VENDOR may be requested to supply the OWNER with the data sheets of all the
instruments for approval before purchasing them. If requested the specification of all
instruments for purchasing shall be entered on ISA or OWNER supplied or approved data
sheets, along with normal, maximum, minimum operating conditions, all process data and
materials, and a functional description where applicable. Forms will be provided to the
VENDOR as required. The VENDOR shall not purchase any instruments until receiving approval
from OWNER. Failure to comply will be at the VENDOR’s expense to rectify. Each data sheet
shall include a revision number, date and signature.
33.6. Location Drawings

All field instruments and associated connections to equipment or process shall be shown in
their proper location on the following types of drawings:
• Piping Plans and Elevations
• Location Drawings
33.7. Instrument Index

The VENDOR may be requested to provide a complete Instrument Index for all Instruments
supplied with the Equipment. The Instrument Index may be requested in an Excel
Spreadsheet or Smart Plant Instrumentation (SPI) (both hard and soft copy meeting with the
OWNER specified format) and shall include as a minimum:
• Tag Number
• Service Description
• P&ID Number
• Instrument Manufacturer
• Model Number
• Instrument Ranges and units of measurement
• Calibration Range and units of measurement
33.8. Sizing Calculations

The VENDOR shall provide sizing calculations (the use of computerized calculations is
preferred) for flow devices, thermowell vibration, control valves, regulators, and relief
valves.
The OWNER will review all sizing (based on information supplied by the VENDOR) prior to the
VENDOR purchasing the instrument. Review by the OWNER does not waive the VENDOR’s
responsibility for suitable and safe design.
33.9. Cause and Effect Diagrams

If specified on the "VENDOR Drawing and Data Requirements" form, the VENDOR shall supply a
Cause and Effect Diagram (C&E), also known as a Shutdown Key.
The C&E diagram shall be fully detailed showing all initiating devices and the corresponding
action on devices. The VENDOR shall provide the C&E Diagram as an Excel Spreadsheet (both
hard and soft copy). The OWNER will furnish the VENDOR with a soft copy of a blank C&E
Diagram upon request or will be consulted for approval of the VENDOR supplied format.
33.10. Panel Drawings

The VENDOR shall supply panel drawings for all panels supplied as part of the package. The
panel drawing shall show equipment layout, dimensions, wiring, and tubing details. Review
by the OWNER does not waive the VENDOR’s responsibility for suitable and safe design.
33.11. Miscellaneous
33.11.1. VENDOR shall ensure that all instrumentation provided, that is directly wetted by
process or utility fluids has a valid CRN (Canadian Registration Number) suffixed
by the numeral “.2” denoting Alberta Boiler Safety Association (ABSA) registration.
VENDOR may be requested to shall provide a “Statutory Declaration” from ABSA
clearly showing expiry date and other applicable documents for all these
instruments to OWNER for verification.
33.11.2. VENDOR shall state instrument air usage requirements in Sm3/h for the package.
33.11.3. The VENDOR shall supply standard catalog data (including wiring details,
instructions for maintenance, operation, and installation) for all instrumentation
provided. The information relevant to the actual instrument being supplied shall
be identified by tag number on the catalog copy.

GS-4500 Instrumentation Design and Installation Specification

Uploaded by

Copyright:

Available Formats

GS-4500 Instrumentation Design and Installation Specification

Uploaded by

Document Information

Original Description:

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

GS-4500 Instrumentation Design and Installation Specification

Uploaded by

Copyright:

Available Formats

Devon Canada Corporation

Facilities Engineering Department

Date Rev Revision Description Author

Name Position Signature

(UNLESS OTHERWISE NOTED, ALL REFERENCES TO CLAUSE NUMBERS APPLY

October 23, 2009

1. Specification Harmonization - Contents of GS-3900 and GS-4590 amalgamated

1.0 SCOPE .............................................................................................................................................. 1

32.0 RESPONSIBILITY OF VENDOR ...................................................................................................... 68

This entire document is the property of Devon Canada Corporation as such is to be

1.1.4. This specification is to be considered a part of the mechanical equipment

1.2.1. Equipment and / or Material suppliers shall be referenced as the “VENDOR”

2.0 DEFINITIONS & ACRONYMS

3.0 APPLICABLE STANDARDS

Compliance to a regulation, code, standard, specification, or recommended practice is

Conflicts between documents or within documents shall be brought to the immediate

The requirements of this specification shall not be construed as eliminating consideration

3.2. Industry Codes / Standards / Recommended Practices

Organisation Report No. Report Title/Description

Organisation Report No. Report Title/Description

ISA 75.25.01 Test Procedure for Control Valve Response

3.3. Devon Specifications

GS-4410 Measurement Equipment – Installation Criteria

3.4. Devon Standards / Templates / Typicals

5.0 PERMITS AND APPROVALS

5.1.1. In Alberta, Devon (OWNER) is an accredited corporation under Section 24 of the

5.1.7. On all of OWNER properties, OWNER functions under an OWNER Measurement

6.0 GENERAL REQUIREMENTS

6.1.5. Standardization on similar equipment, sizes and components shall be maintained

6.1.11. Instrument identification shall follow OWNER Project Specific Tagging

6.1.17. Mercury switches of any kind will not be used.

6.2. Physical Tagging

6.3. Engineering Unit

Variable Data Sheets Control System Display

Variable Data Sheets Control System Display

Variable Data Sheets Control System Display

6.4. Acceptable Manufacturers

6.5. Pneumatic Instruments

6.6. Electronic Instruments

6.6.1. Consult GS-4010 Electrical Design Specification for detailed information.

6.7. Instrument Installation

6.7.6. Instruments shall be installed level and plumb.

6.7.7. Instruments shall be mounted on proper instrument supports. Instruments shall be

6.7.9. Instruments shall not be mounted on hand rails and ladders.

6.7.11. Instruments shall not be mounted on lines or equipment subject to excessive

6.7.20. Measurement primary elements and associated instrumentation on accounting and

6.8. Instrument Wiring

6.9. Packaged Equipment Control System Requirements

startup/shutdown procedures. The VENDOR must obtain OWNER’s approval prior to

7.0 HAZAROUS AREA CLASSIFICATION

7.1.1. An area classification drawing shall be done by the Electrical Engineering

8.0 FLOW INSTRUMENTS DESIGN & INSTALLATION

8.2. Engineering Design of Orifice Plates, Flanges and Meter Runs

8.2.13. Minimum rating of an orifice flange shall be ANSI 300.

8.3. Installation of Orifice Plates, Flanges & Meter Runs

8.4. Engineering Design of Flow Meters

8.4.1. Variable area/rotameters design requirements:

• Rotameters shall always be mounted in a vertical position.