Lubrication, Shaft-sealing and

Oil-control Systems and Auxiliaries

ANSI/API STANDARD 614 FIFTH EDITION, APRIL 2008 ERRATA, MAY 2008

ISO 10438:2007, (Identical) Petroleum, petrochemical and natural gas industries—Lubrication, shaft- sealing and oil-control systems and auxiliaries

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API Foreword

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Contents

Page

API Foreword ii

Foreword v

Introduction vi

Part 1: General requirements 1-1

Part 2: Special-purpose oil systems 2-1

Part 3: General-purpose oil systems 3-1

Part 4: Self-acting gas seal support systems 4-1

iii

Foreword

ISO (the International Organization for Standardization) is a worldwide federation of national standards bodies (ISO member bodies). The work of preparing International Standards is normally carried out through ISO technical committees. Each member body interested in a subject for which a technical committee has been established has the right to be represented on that committee. International organizations, governmental and non-governmental, in liaison with ISO, also take part in the work. ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization.

International Standards are drafted in accordance with the rules given in the ISO/IEC Directives, Part 2.

The main task of technical committees is to prepare International Standards. Draft International Standards adopted by the technical committees are circulated to the member bodies for voting. Publication as an International Standard requires approval by at least 75 % of the member bodies casting a vote.

Attention is drawn to the possibility that some of the elements of this document may be the subject of patent rights. ISO shall not be held responsible for identifying any or all such patent rights.

ISO 10438 was prepared by Technical Committee ISO/TC 67, Materials equipment and offshore structures for petroleum, petrochemical and natural gas industries, Subcommittee SC 6, Processing equipment and systems.

This second edition cancels and replaces the first edition (ISO 10438:2003), which has been technically revised.

ISO 10438 consists of the following parts, under the general title Petroleum, petrochemical and natural gas industries — Lubrication, shaft-sealing and control-oil systems and auxiliaries:

• Part 1: General requirements

  
  

• Part 2: Special-purpose oil systems

  
  

• Part 3: General-purpose oil systems

  
  

• Part 4: Self-acting gas seal support systems

Introduction

This International Standard was developed jointly with API 614 5th edition. ISO 10438 is divided into four parts corresponding to the four chapters of API 614.

Users of ISO 10438 should be aware that further or differing requirements can be needed for individual applications. ISO 10438 is not intended to inhibit a vendor from offering, or the purchaser from accepting, alternative equipment or engineering solutions for the individual application. This may be particularly appropriate where there is innovative or developing technology. Where an alternative is offered, the vendor should identify any variations from ISO 10438 and provide details.

ISO 10438 requires the purchaser to specify certain details and features.

A bullet ( • ) at the beginning of a clause or subclause indicates that either a decision is required or further information is to be provided by the purchaser. This information should be indicated on the datasheet(s); otherwise it

should be stated in the quotation request or in the order.

In this International Standard, United States customary (USC) units are included in brackets for information.

Petroleum, petrochemical and natural gas industries — Lubrication, shaft-sealing and oil-control systems and auxiliaries —

Part 1:

General requirements

Contents Page

1. Scope 1-1

2. Normative references 1-1

3. Terms, abbreviated terms and definitions 1-2

   1. Terms and definitions 1-2

   2. Abbreviated terms 1-8

4. General 1-10

   1. Dimensions and units 1-10

   2. Design 1-10

   3. System selection 1-10

   4. Pressure design code 1-10

   5. Basic design 1-10

   6. Welding 1-11

   7. Statutory requirements 1-11

   8. Documentation requirements 1-11

5. Piping 1-12

   1. General 1-12

   2. Oil piping 1-18

   3. Instrument piping and tubing 1-18

   4. Process piping 1-18

   5. Intercoolers and aftercoolers 1-19

6. Instrumentation, control and electrical systems 1-20

   1. General 1-20

   2. Alarm, shutdown and control systems 1-20

   3. Instrumentation 1-23

   4. Electrical systems 1-28

7. Inspection testing, and preparation for shipment 1-29

   1. General 1-29

   2. Inspection 1-30

   3. Testing 1-32

   4. Preparation for shipment 1-33

8. Vendor's data 1-34

   1. General 1-34

   2. Proposals 1-35

   3. Contract data 1-36

Annex A (informative) Datasheets 1-39

Annex B (informative) Symbols 1-46

Annex C (informative) Vendor drawing and data requirements (VDDR) 1-48

Annex D (informative) Oil or gas filter performance and oil-system cleanliness testing 1-52

Annex E (informative) International materials specifications 1-63

Annex F (informative) Explanation of reservoir levels 1-64

Bibliography 1-66

API Standard 614 / ISO 10438-1

Petroleum, petrochemical and natural gas industries — Lubrication, shaft-sealing and oil-control systems and auxiliaries —

Part 1:

General requirements

1. Scope

   
   

   This part of ISO 10438 specifies general requirements for lubrication systems, oil-type shaft-sealing systems, dry- gas face-type shaft-sealing systems and control-oil systems for general- or special-purpose applications. General- purpose applications are limited to lubrication systems. These systems can serve equipment such as compressors, gears, pumps and drivers.

   
   

   This part of ISO 10438 is intended to be used in conjunction with ISO 10438-2, ISO 10438-3 or ISO 10438-4, as appropriate.

   
   

2. Normative references

The following referenced documents are indispensable for the application of this document. For dated references, only the edition cited applies. For undated references, the latest edition of the referenced document (including any amendments) applies.

ISO 7-1, Pipe threads where pressure-tight joints are made on the threads — Part 1: Dimensions, tolerances and designation

ISO 10434, Bolted bonnet steel gate valves for the petroleum, petrochemical and allied industries ISO 13706, Petroleum, petrochemical and natural gas industries — Air-cooled heat exchangers ISO 15649, Petroleum and natural gas industries — Piping

ISO 15761, Steel gate, globe and check valves for sizes DN 100 and smaller, for the petroleum and natural gas industries

ISO 16812, Petroleum, petrochemical and natural gas industries — Shell-and-tube heat exchangers

IEC 60079 (all parts), Electrical apparatus for explosive gas atmospheres IEC 60529, Degrees of protection provided by enclosures (IP Code) ANSI/API RP 551, Process Measurement Instrumentation

API RP 520 (all parts), Sizing, Selection, and Installation of Pressure-Relieving Devices in Refineries

API STD 526, Flanged Steel Pressure Relief Valves

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