More Best Practices for Rotating Equipment Michael S. Forsthoffer Copyright Butterworth-Heinemann is an imprint of Elsevier The Boulevard, Langford Lane, Kidlington, Oxford OX5 1GB, United Kingdom 50 Hampshire Street, 5th Floor, Cambridge, MA 02139, United States Copyright © 2017 Elsevier Inc. All rights reserved. No part of this publication may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or any information storage and retrieval system, without permission in writing from the publisher. Details on how to seek permission, further information about the Publisher’s permissions policies and our arrangements with organizations such as the Copyright Clearance Center and the Copyright Licensing Agency, can be found at our website: www.elsevier.com/permissions. This book and the individual contributions contained in it are protected under copyright by the Publisher (other than as may be noted herein). Notices Knowledge and best practice in this field are constantly changing. As new research and experience broaden our understanding, changes in research methods, professional practices, or medical treatment may become necessary. Practitioners and researchers must always rely on their own experience and knowledge in evaluating and using any information, methods, compounds, or experiments described herein. In using such information or methods they should be mindful of their own safety and the safety of others, including parties for whom they have a professional responsibility. To the fullest extent of the law, neither the Publisher nor the authors, contributors, or editors, assume any liability for any injury and/or damage to persons or property as a matter of products liability, negligence or otherwise, or from any use or operation of any methods, products, instructions, or ideas contained in the material herein. Library of Congress Cataloging-in-Publication Data A catalog record for this book is available from the Library of Congress British Library Cataloguing-in-Publication Data A catalogue record for this book is available from the British Library ISBN: 978-0-12-809277-4 For information on all Butterworth-Heinemann publications visit our website at https://www.elsevier.com/books-and-journals Publisher: Joe Hayton Acquisition Editor: Brian Guerin Editorial Project Manager: Edward Payne Production Project Manager: Susan Li Designer: Victoria Pearson Typeset by Thomson Digital This work is dedicated to my father, William E. Forsthoffer, who has been the ultimate mentor to me both professionally and personally. About the Author In his 18 years of experience, Michael has had the opportunity to be involved in design/selection of or field troubleshooting of all of the major types of ro- tating equipment. He spent 4 years with John Crane, 3 of which consisted of being the on-site Seal Reliability Engineer at Hovensa Refinery, St. Croix, VI. He worked as a Rotating Equipment Specialist for Forsthoffer Associates, Inc. from 2009–15 and has been involved in selection of equipment for new and revamp projects, troubleshooting, and site specific training worldwide for all types of rotating machinery including, Pumps, Compressors, Steam Turbines, and Gas Turbines. He is currently the President of Forsthoffer Associates, Inc., whose goal is to continue to bridge the gap between vendor and user by bringing design and field knowledge to the user in a practical manner to assure maximum rotating equipment reliability and safety. ix Preface The objective of this book was to build upon Forsthoffer’s Best Practice Hand- book for Rotating Machinery by adding more best practices that will optimize plant safety, reliability, and profits. These best practices have all been dem- onstrated globally by the author and/or coworkers and are intended to resolve machinery issues in a cost effective manner. The format for each best practice, again is the same, and is as follows: The Best Practice presented clearly l The Lesson Learned, which is the issue that was resolved by the Best l Practice Benchmark, which describes generally where each best practice was used l and what it did to increase safety, reliability and/or profits Supporting Material to give the information that lead to solving the problem l or lesson learned. This information is intended to aid in assuring manage- ment implementation of your recommendations. The book is arranged in 12 chapters just like its predecessor with only the last chapter being of a different subject matter (Reliability Optimization). Sub- jects covered include Projects, all the major types of rotating machinery in individual chapters, and the major components of rotating machinery. Chapters also included are pre-commissioning, start-up and Turnarounds, and Predictive and Preventive Maintenance. All of these Best Practices were not included in the previous book and if there are any references to the previous book a brief summary of that reference is included so the reader does not have to jump back and forth. The same idea was in mind when including the supporting material for this book. If there was the same or similar supporting material for a best practice from the previous book, it was still included here so the reader can easily access the needed mate- rial. In conclusion, the best practices presented throughout this book are intended to optimize the reliability and safety of rotating equipment based in a practical cost effective manner. If used properly, the hope is that you, the reader, will be able to increase your rate of implementation for rotating machinery reliability recommendations. xi Acknowledgments The best practices contained in this book are a result of my 18 years of experi- ence plus probably about the 1000 years of experience I have tried to soak up from many of my mentors along the way in design and operation/maintenance of rotating equipment. The first and most important person to acknowledge is my father, William E. Forsthoffer, who has over 50 years of experience and is recognized globally as one of the best minds in the industry. If it wasn’t for all of the knowledge he provided to me, whether on a job or at a pub jotting down equations on a napkin, this book would not be possible. The majority of these best practices started as a conversation between us two with him always providing a little extra insight that I would not have thought of. I also want to thank certain coworkers who have helped mentor me to this point of my career (and I can always use more). Bob Linquist and Ken Laplant of John Crane gave me what seems like decades of knowledge about mechani- cal seals and pumps in about a 4 year stint which aided in Chapters 2 and 8 of this book. Dennis Campbell, globally recognized as one of the premier Auxilia- ry Systems designers has passed a lot of information to me over the last 5 years that has led to a number of (as well as some supporting material) Best Practices included in Chapters 7 and 9 of this book. Richard (Dick) Salzmann has been a very helpful mentor in passing down centrifugal compressor application and design knowledge to me over the years. A lot of his thoughts come out in the material in Chapter 3 of this book. Also, Jimmy Trice has mentored me in the way of field maintenance and operation over the past few years and provided me with a practical way of getting to the root of field issues without beating around the bush. I also want to acknowledge my parents (William and Doris) and my siblings (Brian, Eric, Dara, Jennifer, and Donna) who have always been there for me and continue to be my best friends. Finally, I’d like to acknowledge my nephew Ben, who always encouraged me to get back to writing with his question, “Aren’t you done with that book yet, Uncle Michael?” As of writing this, he is approaching his 10th Birthday and I am sure he will be very successful at whatever endeavor he chooses. xiii How to Use This Book This book is intended for all disciplines within the rotating equipment field with a wide range of experience. For the reader who is new in their career in this field and want to gain a basic knowledge of all types of rotating equipment and their components, the supporting information can be used in a practical manner to do so. For plant personnel with more experience who want to troubleshoot and resolve current rotating equipment issues, this book will be most effective. To do this, the most efficient way included in this book are essentially two table of contents. One lists the Best Practice, which is the resolution to a ma- chinery problem, and the other lists the Lessons Learned or the actual problem. The Lessons Learned list is a quick way to search for an existing problem you are dealing with in the plant and see what the resolution (Best Practice) is for the problem. When you go to any specific Best Practice throughout this book you will see they all begin with a page of the following format: Best Practice—Resolution to a machinery problem in a cost effective man- l ner to positively impact safety, reliability, and plant revenue. Lesson Learned—The issue that lead to the Best Practice. This issue nega- l tively impacted safety, reliability, and plant revenue. Benchmark—Where this Best Practice has been applied and what its real l impact was on safety, reliability, and plant revenue. Supporting Material—information to support why the best practice recom- l mendation will positively impact safety, reliability, and plant revenue. This is essential in making a presentation to management in order for immediate implementation. All Best Practice numbers will be written on the top corner of each page (just like Encyclopedia) so you can quickly reference and turn to the proper page of the book. Whatever you do, don’t attempt to use this book like a Stephen King novel and read it straight through, unless you suffer from severe insomnia!!! xv List of Best Practices CHAPTER 1 PROJECT BEST PRACTICES B.P. 1.1: Establish a database of Lessons Learned with cost of unavailability in order for all corporate plants to utilize B.P. 1.2: Organize periodic conferences with users in the same geographical area focused on machinery continuous improvement B.P. 1.3: Never allow vendors to take exceptions to machinery specifications that result in additional costs B.P. 1.4: Evaluate vendors on experience, scope of supply, and specifications exceptions before quotation ($) has been submitted B.P. 1.5: Be proactive during the pre-award meeting by meeting and assessing the proposed project engineer (get and review cv)—Be sure to state this requirement in the ITB. B.P. 1.6: Establish and enforce a drop dead date for process conditions to be finalized, as early in the project as possible B.P. 1.7: Think “Outside the Flanges” when preparing datasheets. Include process and system effect details into the datasheets B.P. 1.8: Assure Plant experienced personnel are involved in all phases of the project B.P. 1.9: Obtain CV’s of EP&C Machinery Engineers prior to EP&C Award B.P. 1.10: Assure construction specifications are included in ITB to Construction Contractors B.P. 1.11: Prepare FAT Scope to cost effectively duplicate field conditions as closely as possible B.P. 1.12: Always benchmark Best Practice recommendations, showing results in: MTBF, MTTR, revenue savings, safety, and emissions B.P. 1.13: It is essential to have experienced personnel involved in MOC and HAZOP studies B.P. 1.14: Have a cold eyes design review as early as possible (during VCM) B.P. 1.15: Assure all issues that expose the end user to safety, revenue lost and emissions issues are documented by notes on the datasheets. B.P. 1.16: Perform auxiliary system component selection review at 40% engineering phase CHAPTER 2 PUMPS B.P. 2.1: If an individual flow meter is not available, calculate flow using a process control valve B.P. 2.2: Assure that all critical pumps are installed with an individual flow meter B.P. 2.3: Use Pipe Differential Temperature to determine whether or not a pump is operat- ing in its “EROE” B.P. 2.4: Confirm NPSH Available in the field for bad actor pumps B.P. 2.5: How to determine EROE boundaries when unsure xvii xviii List of Best Practices B.P. 2.6: Accurately define Suction Specific Speed for pumps with Double Suction Impel- lers and create new boundaries of EROE B.P. 2.7: When cost effective, Assure Driver and System have “End of Curve” Power and NPSHA respectively CHAPTER 3 COMPRESSORS B.P. 3.1: Favor dry (No Oil Injection) screw compressors for process applications below 5000 ACFM (8500 Actual m3/h) B.P. 3.2: When to use medium and high speed (>400 RPM) reciprocating compressors B.P. 3.3: Meet with Process Licensor and/or EP&C Process Engineers as early as possible in the project to assure all operating and process conditions are on the data sheets B.P. 3.4: Always assure highest head required point in the lifetime of the plant is on the data sheets for centrifugal and axial compressors B.P. 3.5: When considering a horizontally split compressor case for pressures greater than 40 barg (600 psig), assure that there is a minimum of 2-year operating experience in a similar application B.P. 3.6: Assure centrifugal compressors are selected that have a rated operating tempera- ture below 350 degrees Fahrenheit (approx. 180°C) B.P. 3.7: Require a pulsation audit by an experienced company immediately after installa- tion of reciprocating compressor B.P. 3.8: Require a one-Piece Impeller for all sour gas services B.P. 3.9: Always require two pressure and temperature transmitters in the same plane at the inlet and discharge of each compressor section (for both between bearing and integral gear compressors) B.P. 3.10: Always check tilting pad thrust bearing clearance using a hydraulic jack and set alarm and trip values based on this clearance B.P. 3.11: Impeller Design Pre-Bid Meeting Guidelines B.P. 3.12: Require bundle removal tooling be used during the performance/mechanical run- ning testing period for barrel type (radially split) compressors B.P. 3.13: Size compressor driver for end of curve power at MCOS when greater flow = more plant profit CHAPTER 4 GEARS AND COUPLINGS B.P. 4.1: Confirm Gear no-load pressure exerted on bearings. If this value is less than 50 PSI, modify bearing design to assure shaft vibrations are at an acceptable value during no load conditions B.P. 4.2: Always check the following when replacing gear couplings with dry couplings B.P. 4.3: Always match-mark hydraulic fit coupling to shaft in order to observe if the cou- pling slipped at all CHAPTER 5 STEAM TURBINES B.P. 5.1: Always require single valve steam turbines to be supplied with a throttle valve position indicator B.P. 5.2: If the driven equipment has additional flow range and there are no other plant bottlenecks, consider additional steam turbine power List of Best Practices xix B.P. 5.3: Consider using Backpressure (or Extraction/Backpressure) turbines whenever possible for process trains B.P. 5.4: Operate condensing turbines at specified exhaust pressure B.P. 5.5: Trend After 1st Stage (and after extraction stage for extraction turbines) in “Real Time” B.P. 5.6: Use after 1st stage (or after extraction pressure for extraction/condensing) pres- sure to determine blade/nozzle corrosion for condensing turbines B.P. 5.7: Require a thrust analysis on all condensing turbine applications and install a thrust balance device where necessary B.P. 5.8: Always require ratchet type turning gear device on compressor drives B.P. 5.9: Perform a rotor stability analysis per API 617 to confirm rotor stability for tur- bines with VHP inlet steam (above 100 bar or 1500 psi) B.P. 5.10: Always purchase critical service steam turbines with electronic overspeed (two out of three voting) backup system in order to avoid use of mechanical overspeed trip systems B.P. 5.11: Live trend steam seal gland condenser vacuum pressure in DCS B.P. 5.12: Determine frequency of trip valve exercising based on steam system quality, in- crease frequency if steam quality is off-spec CHAPTER 6 GAS TURBINES B.P. 6.1: Always use, if possible, two shaft gas turbines for mechanical drive applications B.P. 6.2: Conduct design audits on aero-derivative gas turbines that have zero, or limited (less than 2 years in operation), mechanical drive experience B.P. 6.3: Require a compressor discharge temperature (CDT) transmitter for all gas tur- bines in order to accurately trend air compressor efficiency B.P. 6.4: Establish a washing procedure consisting of both on line and crank washing tech- niques B.P. 6.5: Use external (API-614) Lube Systems for critical mechanical drive applications over 40 MW CHAPTER 7 AUXILIARY SYSTEMS B.P. 7.1: Oil viscosity selection guidelines B.P. 7.2: Assure the vendor is provided with details of supply and drain interconnecting piping (if they are not the supplier) B.P. 7.3: Oil system console layout best practices B.P. 7.4: Locate auxiliary pump auto start switch or transmitter in pump discharge header B.P. 7.5: If an oil system sub-vendor is used A design audit shall be conducted with them present, along with a shop audit of the sub-vendor B.P. 7.6: Install high point vents on direct acting valves B.P. 7.7: Do not install time delays in oil system trip circuits B.P. 7.8: Install a Differential Pressure gauge across seal oil drainers when a balance line DP gauge or transmitter is not installed on the compressor B.P. 7.9: Always mark oil system control valves after a turnaround to give a baseline condition and determine wear throughout a run (from turnaround to next sched- uled shutdown) B.P. 7.10: Install a bypass with a valve and orifice around accumulator isolation valve
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