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Shutdown (SDV) and Blowdown (BDV) ESD Valves

Go to Specific Subject: Design of Shutdown (SDV) and Blowdown Valves (BDV) Emergency Shutdown Valves (ESV) | Types of Shutdown (SDV) and Blowdown Valves (BDV) | Reduced Bore Valves | Shutdown (SDV) and Blowdown (BDV) Underlying Causes of Failures and Lessons Learnt | Material Selection for Shutdown (SDV) and Blowdown Valves | Shutdown Valves (SDV) and Blowdown Valves (BDV) Seat Leakage Classifications and Standards | Shutdown Valves (SDV) and Blowdown Valves (BDV) Fire Safe Standards | Valve Actuators | Shutdown (SDV) and Blowdown (BDV) Valve Actuator Sizing and Torque Requirements | Valve Shear Torque | Valve Actuator Closed Loop Breathing | Shutdown and Blowdown Valve Applications | Shutdown and Blowdown Valve Maintenance | Partial Closing and Stroke Testing | Riser Emergency Shutdown Valves (RESDV) | Fire Safe Actuators and ESD Valve Fire Shelter | HIPPS Systems

Coming Soon! Professional Certificate of Competency in the Selection, Commissioning and Maintenance of Shutdown, Blowdown, Severe Service and Choke Valves

Emergency Shutdown Systems (ESD) are a fundamental part of the safety systems associated with oil and gas, utility and other hazardous processes. Associated with these systems are specific valves which are used to isolate and blowdown the processes. These are referred to as Shutdown (SDV) and Blowdown (BDV) Valves respectively. Under emergency situations it is critical that these valves operate correctly. Thus the engineering of the valves and their associated actuators is paramount in ensuring plant safety. They must meet the Fire Safe and Reliability criteria determined by IEC16508 and IEC16511. This Professional Certificate of Competency (PCC) covers the requirements in detail. In addition, the course addresses Severe Service Valves and Wellhead Choke Valves. Severe Service Valves are required where the process can cause damage to conventional valves through erosion, high noise, cavitation, high vibration, possible mechanical damage to the valve trim, other components and the process equipment around the valve. These valves are generally specialist designs that overcome these issues by "smart" design. Get Further Information.

Design of Shutdown (SDV) and Blowdown Valves (BDV) Emergency Shutdown Valves (ESV)

Functional Safety of Globe Valves, Rotary Plug Valves,  Ball Valves and Butterfly Valves - This manual is intended to assist planners and operators during the integration of control valves into a safety loop as part of the safety function and to enable them to safely operate control valves. This manual contains information, safety-related characteristics and warnings concerning the functional safety in accordance with IEC 61508 and concerning the application in the process industry in accordance with IEC  61511 - from Samson Controls.
Enhanced Reliability for Final Elements - Dr Thomas Karte - Process valves, sometimes also addressed as final elements are in many cases the most decisive factor when it comes to calculating the SIL level for a safety instrumented function (SIF).  Testing procedures like partial stroke testing can provide enhanced diagnostic coverage and therefore help to get improved reliability data for the total loop. Verification of this 'diagnostic data' and proper integration of these procedures into the safety instrumented system (SIS) and basic process control system (BPCS) environment at the same time poses a challenge. New developments on actors and relevant approvals are presented as well as instrumentation with new functionality to support diagnostic coverage, different topologies for connection to SIS and BPCS are discussed - from South African Instrument and Control and Samson Controls
Emergency Shut Down Valves (ESD) - Quarter-turn valves are the most common ESD control valves for actuation. Automatic control valves are fitted with hydraulic, pneumatic and electric actuators that respond to changes in pressure, flow or temperature, and automatically open or close the valve. Danger and damage from fire at refineries, petrochemical and offshore installations can be minimized by efficient protection of the systems controlling the plant.Remote valve operation station of fire proof actuator with accessories and air reservoir system to guarantee three complete cycle in the event of fire pneumatic operated with “Darchem” fire proof protection - from Samson Controls.
Need for an Industry Standard for ESD valves from an Engineering and Safety Point of View  - Meghdut Manna - Tahakum East -Since the Piper Alpha disaster in the North Sea, design of ESD valves has been given top priority and remains to be of great concern for plant safety management. Constant improvements have been made to ensure the integrity of the ESD valves. Essentially, ESD valves should perform their duty (usually closure of valves) under plant demand condition. To meet the production bottom-line, these valves are required to remain open for months, even years, which leads to build up or corrosion in the valve internals. Final control element is the weakest link in the SIS. From the safety users group.
Shutdown Valve - A shut down valve (also referred to as SDV or Emergency shutdown valve, ESV, ESD, or ESDV) is an actuated valve designed to stop the flow of a hazardous fluid or external hydrocarbons (gases) upon the detection of a dangerous event. This provides protection against possible harm to people, equipment or the environment. Shutdown valves form part of a Safety instrumented system - From Wikipedia, the free encyclopedia.

The following References are from Seridium;
Valves Quick Reference Handbook - This 51 page Engineering reference is a huge repository of technical information on valves, accessories and much more.
Guidance on Valves Type Selection - B.Ricardo - This excellent Technical Engineering Resource provides information on Required function, Service conditions, Fluid type and condition, Fluid characteristics, Frequency of operation, Isolation requirements, Maintenance requirements, Environmental considerations, Past experience in comparable conditions, Weight and size and Cost.
Valve Functions and Basic Parts - There are many types, shapes, and sizes of valves, they all have the same basic parts. This technical manual reviews the common parts and functions of a valve.
Application of Valves - In piping systems, industrial valves play a very crucial role in handling fluids. Different types of Valves are used to meet various applications like on-off, throttling, quick open / close, flow diversions etc…these valves find their applications in industries like refineries,  Treatment, Effluent Treatment, Food & Beverages, Pulp & Paper Oil & Gas etc. Selection of right type of valves for a particular application is vital for trouble free service. Details of various types of industrial valves for a particular standards & application areas are included.
Emergency Shutdown - Isolation Valve Requirements - This document has some useful information on Shutdown Valves (SDV).

The Following are from Metso Automation
ESD Valve Selection Guide - General ESD Valve Definition - This 14 page document is an excellent Reference - Covers SIS Standards, Specifications, Valves, Actuators, Safety Valve Testing, Materials, Fire Protection, Safety Integrity Level (SIL), Total Life Cycle, Applications, Quality Assurance and Terminology.
The Value of Safety Valves - Juha Yli -Petays - Safety valves are the most important components in the safety loop (sensor, safety logic and final element), because most of the problems that occur are related to the functionality of the final element. It is important to remember that these elements are moving mechanical devices, which operate in very difficult environmental conditions. This makes the need for regular valve testing and for testing while the process is running absolutely essential.
Bringing Intelligence to On-Off valves and Simplifying On-Off Valve Instrumentation - Juha Kivelä - Traditionally, on-off valves have been instrumented by at least a separate solenoid valve and limit switches. Quite often the desired functionality cannot be achieved by using only a solenoid valve and limit switches, which means that additional pneumatic accessories are needed. For example, if the process requires precise valve opening or closing stroke times, these cannot be guaranteed by using only a solenoid valve; but there is also a need for some extra accessories such as throttle valves.
Taking Safety Valve Testing to the Next Level - Juha Kivelä - Today’s safety engineers face increasing challenges every day. Safety requirements are becoming more and more demanding, while the global market situation is simultaneously creating constant pressure to reduce costs. The IEC61511 safety standard requirements state that industrial processing plants must determine the Safety Integrity Level (SIL) for all the different areas of the plant. Based on the area SIL classifications, the plants must then be able to dispatch quantifiable proof of compliance with the requirements.
Valve Design Codes- A useful list - from Australian Pipeline Valve.
Introduction to Valve Standards - This Technical Reference provides a useful list of Valve Standards - from OMB Valve Specialists.

The Following Technical Articles are from Emerson Process Management
Smart Positioners in Safety Instrumented  Systems - Riyaz Ali and LeRoy Jero - A review of the way microprocessor-based digital valve controllers – otherwise “smart positioners” – can improve the capabilities of safety systems in detecting potential risks and heading them off before they become a danger. 
Smart Positioners to Predict Health of ESD Valves - Riyaz Ali and Dr. William Goble - Safety Instrumented Systems (SIS) involve final control elements such
as emergency shutdown valves, emergency venting valves, emergency isolation valves, etc. These valves are not continually moving like a typical control valve, but are normally expected to remain static in one position and then reliably operate only when an emergency situation arises. Valves which remain in one position for long periods of time are subject to becoming stuck in that position and may not operate when needed. This could result in a dangerous condition leading to an explosion, fire, and/or a leak of lethal chemicals and gases to the environment.
Predicting Health of Final Control Element of Safety Instrumented System by Digital Valve Controller - Riyaz Ali -  This paper will discuss testing final control element of SIF loop, on-line, while plant is running, by using smart positioners to perform partial stroke test to detect dangerous failures, which would have remain undetected, if testing were not done.


Types of Shutdown (SDV) and Blowdown Valves (BDV)

Rotary Plug Valves - This valve construction, simply called “the rotary valve”- summarizes different valve styles under a generic term. All of them have one thing in common: a turning valve shaft for adjustments in valve opening. The form of the obturator varies between a simple drilled-through cylinder and a complicated eccentrically positioned plug with a spherical segment surface. To this category also belong armature types which are described as “cock” valves with a cylindrical or conical plug and a special opening cross-section whose profile is authoritative for the flow characteristics of the valve. The so called cock valve, with tapered plug, has been in use for more than 2000 years and was utilized in earlier days - carved out of wood - to tap wine. With the development of new, high corrosion resistant materials like PTFE or PFA which are frequently used for the lining of inferior metallic valve bodies, these well-known constructions have had a renaissance. This principle is used, however, principally for ON-OFF services and only seldom for continuous control applications - from South African Instrument and Control and Samson Controls.
Valve Style Advantages and Disadvantages - This is a useful spreadsheet - from Samson Controls.
Valve Types - There is a vast abundance of valve types available for implementation into systems. The valves most commonly used in processes are ball valves, butterfly valves, globe valves, and plug valves. This article provides a summary of these four valve types and their relevant applications - from the University of Michigan
Valve Types and Design - Valves are the most common single piece of equipment found in DOE facilities. Although there are many types, shapes, and sizes of valves, they all have the same basic parts. This comprehensive technical reference provides useful information  covering the common parts and functions of a valve - from constructionknowledge.net
Introduction to Valves - Only the Basics - Valves are mechanical devices that controls the flow and pressure within a system or process. They are essential components of a piping system that conveys liquids, gases, vapors, slurries etc. Different types of valves are available: gate, globe, plug, ball, butterfly, check, diaphragm, pinch, pressure relief, control valves etc. Each of these types has a number of models, each with different features and functional capabilities. Some valves are self-operated while others manually or with an actuator or pneumatic or hydraulic is operated - from World of Piping.  


Reduced Bore Valves 

The following Design Parameters are  from Seridium

Reduced bore or venturi pattern valves should be selected when minimum weight, cost, and operating time are required.

The seat (throat) diameter of reduced bore valves should be selected.

If reduced bore valves are used, the following additional criteria should be satisfied: 

What is a Full Port or Reduced Port Ball Valve? - These are two different types of ball valves. The major difference between a full bore valve and a reduced bore valve is described here - from Tofine.
Full Bore or Reduced Bore Ball Valves - Full bore ball valve is a valve that the hole diameter of its ball is the same size with the pipe size. Reduced bore ball valves is a valve that the hole diameter of its ball is not the same size with the pipe size. In minimum the reduced ball valves ball diameter are one size lower than the pipe size i.e. 4 inch pipe and ball diameter is 3 inch (usually symbolized as 4 x 3 inch ball valves). From its definition we can quickly know that the full bore will have less pressure drop and reduced bore will have more pressure drop since reduced bore is just like a restriction orifice that narrowing at the middle part. So when full bore or reduced bore ball valves will be used? - from SZ Valves.
What is the Difference between Full Port (Full Bore) and Standard Porting? - This article describes the difference - from Valveman.


Shutdown (SDV) and Blowdown (BDV) Underlying Causes of Failures and Lessons Learnt

Assessment of Valve Failures in the Offshore Oil & Gas Sector - John Peters -  This comprehensive report describes the findings of an assessment study of data-set information regarding valve problems in the UK Offshore Oil & Gas Industry. It was undertaken by the National Engineering Laboratory, on behalf of the Offshore Division of Health & Safety Executive, as part of a wider initiative to reduce hydrocarbon releases. From the UK HSE.
Emergency Shutdown Valve Study - Industry Operating Experiences and Views; The Way Forward- John Peters - An older study but still very relevant. From the UK HSE.
ESD Valve Failures  - This Case Study outlines the criticality of ESD Valves operation and the effects when they fail, It also gives "root causes" and "lessons learnt" - from BG Group.


Material Selection for Shutdown (SDV) and Blowdown Valves

Control Valve Corrosion Solutions – This document from Emerson Process Management is useful and covers the most common forms of corrosion in valves along with details on NACE standards.  
ICEweb's Corrosion Page - Corrosion is a subject that any Instrument Engineer should have knowledge in as selecting the correct equipment and process instruments for a plant is dependant on it. This page provides some excellent technical information about corrosion, forms of corrosion, corrosion effects, how to mitigate corrosion and corrosion monitoring and control. In addition there are Material Selection Guidelines and Corrosion Tables.
ICEweb Control Valve Corrosion Technical Information - This link provides technical information on Valve Corrosion, how it occurs and selection of suitable materials and standards.


Shutdown Valves (SDV) and Blowdown Valves (BDV) Seat Leakage Classifications and Standards

Standards for Acceptable Rates of Valve Leakage - This Technical Information covers standards for leakage rates including  DIN EN 917 for  Thermoplastics valves, BS 6364 for cryogenic valves, along with the three standards used most in the oil and gas, and petrochemical industry API 598, ANSI FCI 70-2 and MSS-SP-61 - from controlandinstrumentation.com
Zero and Low Seat Leakage Standards and Test Criteria - This very useful technical paper  provides information on the standards, an explaination of zero and low leakage test standards and valve leakage classifications - from Global Supply Line.
Valve Leakage - A Lesson in Leakage - All valves leak. Valves may be said to be "bubble tight" or zero leakage; but in actuality that is just a term that specifies the allowable leakage at that classification. There are six seat leakage classifications defined by ANSI/FCI 70-2-1976 (supersedes ANSI B16.104). This article describes the six valve leakage classifications – from The Valve Pipeline.
Introduction to Valves - Leak testing of Valves - Standards for Acceptable Rates of Valve Leakage - Details API standard 598: Valve Inspection and Testing, MSS standard MSS-SP-61: Pressure Testing of Valves and ANSI standard FCI 70-2: Control Valve Seat Leakage - from Wermac.


Shutdown Valves (SDV) and Blowdown Valves (BDV) Fire Safe Standards

The most common standards for fire testing of SDV and BDVs are BS6755, EN ISO 10497 and ANSI/API 607

BS EN ISO 10497 is an International Standard which specifies fire testing requirements and a fire test method for confirming the pressure-containing capability of a valve under pressure during and after the fire test.
Comparative Table of BS6755 and EN ISO 10497 - This details the differences - from Meca Inox
API STD 607  - Fire Test for Quarter-turn Valves and Valves Equipped with Non metallic Seats, 6th Edition - This International Standard specifies fire type-testing requirements and a fire type-test method for confirming the pressure-containing capability of a valve under pressure during and after the fire test - from TechStreet.


Valve Actuators

Valve Actuators - This is ICEweb's Technical Information on Control and Quarter Turn Valve Actuators.
Go to Specific Subject: Compact Valve Actuator Solutions and Systems Subsea Valve Actuators | Offshore Valve Actuator | High Pressure Manifolds Actuators | Safety Related Systems Valve Actuator Systems | Spring Return Hydraulic Actuators | Spring Return Pneumatic Actuators | Compact Double Block & Bleed (DBB) Valve Actuators | Double Acting Actuator | Compact Actuators in Floating Liquefied Natural Gas (FLNG) Applications | Valve Actuator General Information | Scotch Yoke Design Valve Actuators | Firesafe Actuators | Valve Actuator Standards |Hydraulic Actuator Design and Operation | Electrical Actuator Design and Operation | Control Valve Actuator Design and Operation | Valve Actuator Accessories

Shutdown (SDV) and Blowdown (BDV) Valve Actuator Sizing and Torque Requirements

Correct specification of torque values for Blowdown and Shutdown Valves is absolutely critical to ensure integrity of a facility as the operation of these valves must meet the reliability and availability requirements.  The following criteria give a guideline of the requirements, however it must be stressed that any design must meet the Safety and Integrity Level (SIL) defined for the facility. SDV and BDV valves also must be tested and verified in accordance with the facility Safety Case, Failure Modes and Criticality Analysis (FMECA) and Reliability Centred Maintenance (RCM) requirements.

Blowdown Valves (BDV) (Normally Open – Spring to Open) Actuator Torques

BDV Valve Start to Open Torque
Actuator Spring Start Torque - A safety factor of 100% (i.e. 2 times) should be applied on top of the valve start to open torque. This is defined as the torque at the 'compressed spring state' at the start of the emergency shutdown blowdown operation.

BDV Valve Reseat Torque (Valve Open Torque)
Actuator Spring End Torque - A safety factor of 25% (i.e. 1.25 times) should be applied on top of the valve opening torque. The spring should provide a torque of 1.25 times the valve open torque at its relaxed fully open emergency shutdown blowdown state.

BDV Valve Running Torque (Resistance Torque)
Actuator Spring Running Torque and Air Running Torque (Minimum Torque Produced by the Actuator) - A safety factor of 50% (i.e. 1.5 times) should be applied and maintained on top of the required valve running torque during the close and open valve running cycles.

BDV Valve Start to Close Torque
Actuator Air Start Torque - Pneumatic operator beginning torque should be 2 times the valve closing breakout torque at the start of the plant blowdown reset.

BDV Valve Reseat Torque (Closing Torque)
Actuator Air End Torque - Pneumatic operator end of stroke torque should be 1.25 times the valve closing torque. This is at the end of the closing stroke (The plant operating BDV Valve closed state).

Shutdown Valves (SDV) (Normally Closed– Spring to Close) Actuator Torques

SDV Valve Start to Close Torque
Actuator Spring Start Torque - A safety factor of 100% (i.e. 2 times) should be applied on top of the valve start to close torque. This is defined as the torque at the 'compressed spring state' at the start of the emergency shutdown operation.

SDV Valve Reseat Torque (Valve Closing Torque)
Actuator Spring End Torque - A safety factor of 25% (i.e. 1.25 times) should be applied on top of the valve closing torque. Hence the spring should provide a torque of 1.25 times the valve closing torque at its relaxed fully closed facility emergency shutdown state.

SDV Valve Running Torque (Resistance torque)
Actuator Spring Running Torque and Air Running Torque is the Minimum Torque produced by the Actuator during the closing or opening cycle. A safety factor of 50% (i.e. 1.5 times) should be applied and maintained on top of the required valve running torque during close and open running cycles.

SDV Valve Start to Open Torque (Valve Start to Open Torque)
Actuator Air Start Torque - Pneumatic operator Start to Open torque should be 2 times the valve opening breakout torque at the start of the facility shutdown reset.

SDV Valve Reseat Torque (Valve Opening Torque)
Actuator Air End Torque - Pneumatic operator end of stroke torque should be 1.25 times the valve opening torque at the end of the opening stroke (The facility operating SDV Valve open state.

Proper Actuator Design and Selection Reduces Down Time - Donald Weeks - Covers Valve and Actuator Technology, Torque and Actuator Sizing - from Flowserve
Trends in Pneumatic Spring Return Valve Actuator Selection - Ian M. Turner - When sizing pneumatic actuators for fail-safe valves, torque safety factors can vary depending on project specifi cations, and valve torques can vary from break to open, running and end to close positions. End-users normally determine the valve safety factor during the design stage and valve manufacturers, therefore, do not need to add extra contingencies. Essentially, these safety margins are determined with the goal that the valve should operate smoothly throughout its service life irrespective of the process condition. Increasingly, the safety factor applied when coupled with the specifi ed minimum sizing and normal supply pressure range for actuator selection, can result in selected actuator output torques exceeding the maximum acceptable stem torque (MAST) specifi ed by the valve manufacturer. In the oil and gas industry, for example, three different application categories for safety margin are commonly defined for on/off actuator valves - from Matic Actuators.
Torque Testing - This Covers: The Importance of Torque Testing and Actuator Selection, The Need for Torque Testing and The Use of Safety Factors When Specifying Actuators - from Geograph Energy.

Valve Shear Torque

Maximum Allowable Stem Torque (MAST) - Ball valves (rotary valves) are used as ESDVs/BDVs in critical services like shutdown, isolation and blow down application. Engineers endeavour to  ensure reliability and integrity of actuator and its components. However as far as stem components are concerned sometimes either give little attention to mechanical integrity of stem or leave it to valve vendor and assume “Stem design is sufficient enough to withstand actuator torque”.  Unfortunately this is always the case, Stems do fail!!! If stem key of an ESDV has failed OR damaged in open position……. What can happen …? It will not close when there is a close command and this may lead to disastrous situation - from Piping Engineering.  

Valve Actuator Closed Loop Breathing

Closed Loop Breathing - This is a technique to ensure that corrosive or saline air cannot enter the internals of the valve on the breathing side of the valve. It is very popular in the Offshore Oil and Gas Industry and on Coastal Refineries etc - thanks to Rotork for this excellent schematic.


Shutdown and Blowdown Valve Applications

Avoiding Pressure Surge Damage in Pipeline Systems - Pressure surges occur in all fluid pipeline systems. There arise two types of damage from the surge phenomenon, fatigue and catastrophic failure. This paper addresses this phenomenon from the viewpoint of the available solutions rather than the mathematics and modelling involved in determining the quantum of the surge pressure. it has some useful information pertaining to SDV/BDV valves- from Piping Design.  
Redesign Blowdown Systems and Alter ESD Practices - When compressor stations are taken offline for maintenance or the system shuts down, the gas within the compressors and associated piping is either manually or automatically vented to the atmosphere (i.e., blowdown).  Emergency shutdown (ESD) systems are designed to automatically evacuate hazardous vapours from sensitive areas during plant emergencies and shutdowns. Some ESD systems route these vapours to a flare stack where they are combusted, while other systems simply vent the evacuated vapours to the atmosphere via a vent stack. Partners report a number of opportunities to reduce emissions from blowdown systems and ESD practices, including (a) Redesigning blowdown systems altering ESD practices (b) Installing YALE® Closures (c) Designing isolation valves to minimize gas blowdown volumes (d) Moving fire gates valves in to minimize blowdown volumes. Department of Transportation (DOT) regulations require that emergency shutdown (ESD) systems at gas compressor stations be fully tested on an annual basis. One common practice is to activate the entire system, which discharges very large volumes of gas to the atmosphere. A DOT acceptable alternative is to test each individual dump valve with the discharge stack blind flanged. This greatly reduces gas emissions, but has higher labor costs associated with installing and removing a blind flange on each ESD valve - from the EPA.  

The Following are from Metso Automation
Need a Cryogenic Valve Testing Facility?  - The cryogenic valve test centre at Metso Helsinki factory is one of the largest and most advanced dedicated valve test facilities in Europe. It offers customer inspectors the possibility of witnessing potentially hazardous testing operations through shockproof windows in the comfort of a protected, air controlled control room built to the latest safety standards, using a fully computer controlled and logged testing system.
Gas to Flare System ESV & ESD Valves - Both ESD and ESV valves are commonly located in or near the process plant. The flows from different proc­esses are further lead to a flare header which is sized for the certain worst-case volume condition, assuming that relief devices discharge at the same time and other process vents may also be flowing.
Atmospheric Distillation ESD Valves - Atmospheric distillation is the first major process in a refinery. All crude oil entering the refinery, after desalting, passes through the atmospheric distillation column on it’s way to further processing in down stream process units. If there is a shut down of the atmospheric distillation column it means that the entire rerfinery is essentially shut down. The ESD valves are located at the bottom of the atmospheric distillation column and are typically arranged as two valves in parallel piping. The fluid passing through the valves is refered to as heavy bottoms. This fluid is the heaviest cut of a hydrocarbon attainable by atmospheric distillation. The heavy bottoms pass through the ESD valves on their way to the vacuum distillation column for further processing. The ESD valves are used in the normally open condition and are expected to function reliably throughout long process runs, typically four (4) to five (5) years between shut downs.
Oil Refinery and Other Units Processing Hydrocarbons - ESD valves with High Integrity Level -  There are fire and explosion risks in the units processing flammable hydrocarbons in case the fluid comes in contact with the atmosphere. If there are high- and low-pressure sections in the plants like e.g. in refinery HDS (hydro desulphurisation) units, the low-pressure side has to be protected against high pressure in case of control failure. Traditionally the number of emergency shut-off valves (ESD) in the process lines in a refinery is not very high. With Neles ValvGuard’s partial stroke testing functionality the ESD valves are automatically diagnosed for their operability while the plant is in operation. With this technology general plant safety can be improved in a cost effective way.
Reliable ESD Valves in Tower Bottom Lines in Heavy Oil Units Besides fired heaters, the distillation tower bottom areas are the most fire-risky places in a refinery. When the question is of residual oils, high oil temperature, coke formation, sulphur corrosion and possible particles in the oil make the conditions even more severe. Neles metal-seated ball valve with its constructional features and the Neles ValvGuard, partial stroke testing system, used to keep the valves under continuous watch are helping to minimize the fire risks in these areas.
High-End Intelligent Emergency Valve Applications - Jari Kirmanen - Process facilities today are facing growing challenges to meet requirements with respect to the environment, health and safety of the plant personnel while maximizing product output and quality. With increasing energy prices, process plants must further develop their processes and maximize the yield of valuable products in an energy-efficient way. Plant run-time targets are increasing, which also set more challenges on equipment reliability and safety. De-pressurizing or pressure protection, as well as burner emergency shut-off being part of the safety integrity system, is a part of the process industry’s backbone defence against a threat to personnel and equipment. Intelligent partial-stroke devices capable of diagnosing emergency valve condition are more commonly utilized in the hydrocarbon industry. General requirements and challenges together with the benefits of using emergency valves equipped with intelligent partial-stroke devices were considered in the Hydrocarbon engineer magazine article in November 2009 [1]. This article demonstrates more closely how intelligence solutions can be utilized and what kind of added value they bring by introducing three examples of high-end emergency valve applications
Intelligence for LNG  Ball Valves - Intelligent valve technology can help to reach the most demanding targets in anti-surge control applications, where fast and accurate operation is needed at extreme service conditions with high pressure differentials and tight shutoff.


Shutdown and Blowdown Valve Maintenance

Onshore Condition Monitoring of Offshore Valve Assemblies - Niklas Lindfors and Jarkko Räty - Especially in the offshore sector, there is strong emphasis on minimizing the number of staff working in hazardous offshore environments, without impacting on reliability. At the same time, it is expected that the availability of production and the life cycle costs of process equipment should be optimised. These requirements create the need to improve the capability to analyse control-valve data from offshore applications - to focus and plan service actions well in advance. In other words, to enhance the utilization of existing technologies and increase the use of specialist know-how in order to enable offshore personnel to carry out the required tasks effectively, safely and with minimal labour and disturbance to the process itself. (Go to page 4 to access this information) 
Increased Reliability and Safety at Czech Refinery through Partnership in Valve Maintenance - Karel Dvorak and Niko Aunio- In the past, Česká Rafinérská’s strategy has been to carry out turnarounds every four years. This was the first time that the interval was extended to 5 years. After 9 years of operation, some problems were expected, however, on this occasion Česká Rafinérská’s approach was different from that adopted for the previous turnaround. The control valve scope was reduced and the on/off valve scope increased to include overhaul testing based on the SIL classifications. The Metso field survey and Neles ND9000 diagnostics formed the basis for the valve turnaround planning. 


Partial Closing and Stroke Testing

Partial Stroking on Fast Acting Applications-Willem-Jan Nuis, Rens Wolters - Partial stroking: This is a widely used method to avoid sticking of a ball valve when it is not operated for some time. It is also used to reduce the actuator size and thus the total cost of the valve + actuator - from Mokveld.

The Following are from Metso Automation
Partial Closing with Neles Valveguard -  Safety engineers throughout the world are struggling with the problem of how to best comply with new and more stringent safety requirements. New IEC requirements state that manufacturers must determine and document precise levels of safety and furnish quantifiable proof of compliance. In light of these requirements, BP feels it is necessary to reassess its traditional safety loop testing procedures. In particular, BP feels it is important to improve its safety valve testing procedures in order to drive costs down and improve plant safety.
Neles ValvGuard "exercises" to Keep Fit - Mark Williamson -  An ESD valve, whose mechanism is not often moved, is susceptible to jamming -  There is a  need to test valves frequently but (with older technology) this is only possible when the process is stopped for major turnarounds, or process shutdowns. Today, the periods between shutdowns is becoming longer and longer. To ensure compliance with safety standards, maintenance engineers therefore face a dilemma. They need more valve testing but they have fewer opportunities to do it when the process is down. Also, frequent manual testing carries a high labour cost. This can be overcomes by automatically “exercising” the valve through a partial stroke at pre-programmed intervals 
Partial Stroke Testing - Simple or Not - Vendors Promise Increase in MTBF to 13,000 Years - Is this Realistic? -  Bill Mostia Jnr - This Technical Article gives an excellent overview of Partial Stroke Testing and the use of Valve Signature data - from Emerson Process Management.
Automatic Partial Stroke Testing Prevents Disasters - Janne Laaksonen - Safety engineers throughout the world are struggling with the problem of how to best comply with new and more stringent safety requirements -  IEC requirements state that manufacturers must determine and document precise levels of safety and furnish quantifiable proof of compliance. In light of these requirements, manufacturing companies feel it is necessary to reassess their traditional safety loop testing procedures. In particular, they feel it is important to improve their safety valve testing procedures in order to drive costs down and improve plant safety - from SA Instrumentation and Control.The Striking Role of Partial Valve Stroke Testing to meet Safety Integrity Levels - Bert Knegtering - Partial Valve Stroke Testing or PVST, is a concept to automatically increase the performance of Safety Instrumented Systems. PVST is a concept where safety-related valves like ESD valves and shut-off valves are automatically tested concerning failure modes that are related to valve sticking and slowing down operation. Current trends in the industry show an upcoming number of dedicated technical PVST solutions by various automation and instrumentation vendors. The added value of PVST within the process industries is a significant reduction of the frequency of required manual periodic valve proof tests, its related manual test cost and reduced spurious trips due to manual errors. Partial testing is performed by additional automated test instrumentation, which can easily be initiated and controlled by the safety-instrumented systems’ logic solver such as the safety-related PLC. This paper discusses practical examples of Partial Valve Stroke Testing in which it appears that SIL 1 rated valves can be upgraded to SIL 2, and off-line proof test intervals which can be extended from 2 to 5 years. Thanks to Honeywell.
Ensuring that your ESD Valves Work when needed - Emergency Shut-Down valves (ESD) are critical in protection of plant and personnel. These must operate in the event of plant malfunction or fire. The most important requirement for an ESD valve is it’s reliability of operation (open or close) in an emergency. By it’s very nature, it is difficult to test that an ESD valve is "available" without causing a plant upset. The plant is at risk however unless it can be shown that the valve is functioning properly. How can this be done?
What You Need To Know About Safety Instrumented Systems (SIS) and Partial-Stroke Testing of ESD Valves - A useful document providing an overview of SIS and Partial stroke testing.
Onshore Condition Monitoring of Offshore Valve Assemblies - Niklas Lindfors and Jarkko Räty - Especially in the offshore sector, there is strong emphasis on minimizing the number of staff working in hazardous offshore environments, without impacting on reliability. At the same time, it is expected that the availability of production and the life cycle costs of process equipment should be optimised. These requirements create the need to improve the capability to analyse control-valve data from offshore applications - to focus and plan service actions well in advance. In other words, to enhance the utilization of existing technologies and increase the use of specialist know-how in order to enable offshore personnel to carry out the required tasks effectively, safely and with minimal labour and disturbance to the process itself. (Go to page 4 to access this information) 
Depressurizing Systems used to Reduce the Failure Potential for Scenarios Involving Overheating - Sari Aronen -When metal temperature is increased due to fire, exothermic or runaway process reactions, the metal temperature can reach a level where stress rupture can occur. Depressurizing reduces the internal stress, extending the life of the vessel at a given temperature. A relief valve cannot provide adequate risk reduction or safety to depressurize a vessel: it can only limit the pressure from exceeding the process upset point. Therefore, depressurizing valves are used to reduce the risk of losing equipment integrity.


Riser Emergency Shutdown Valves (RESDV)

Pipeline Riser Emergency Shut Down Valves - Inspection Issues and Recommendations - Regulation 19 and schedule 3 of the Pipelines Safety Regulations 1996 (PSR) require RESDVs to be capable of adequately blocking the flow and this must be achieved with a valve that is suitable and is maintained in an efficient state, in efficient working order and in good repair. The Piper Alpha disaster highlighted the critical nature and functions of riser emergency shut down valves - from HSE (UK)


Fire Safe Actuators and ESD Valve Fire Shelter

Firesafe ActuatorsAn essential part of equipment safety is to be able to maintain the fail-safe position when a fire breaks out. In case of pneumatic linear actuators, the fail-safe position must be assumed and maintained when air supply fails or the diaphragm ruptures. Usually, springs are used to perform this task. They force the valve to move to the fail-safe position when dangerous situations emerge or damages occur. On failure of air supply, the Actuator springs act against the pressure of the process medium on the plug to move the valve to the fail-safe position and keep it there. From ICEweb Sponsor Samson Controls.
Innovative Passive Fire Protection Cabinets Extend Margin of Safety for Critical Plant Shutdown Equipment - A novel new range of cabinets to protect critical process equipment in hazardous areas against very high temperature fires has been launched by the field equipment protection specialist Intertec. The cabinets ensure that equipment such as emergency shutdown valves remain operational by keeping them below 60 degrees Centigrade for periods of up to 90 minutes in the event of a hydrocarbon-based fire, to allow time for controlled shutdown. The new 90-minute protection capability - which Intertec believes to be a first in this sector of the industry - has been tested against the ANSI/UL 1709 standard by the test body MPA Dresden.
Innovative Passive Fire Protection Cabinets Extend Margin of Safety for Critical Plant Shutdown Equipment - The cabinets ensure that equipment such as emergency shutdown valves remain operational by keeping them below 60 degrees Centigrade for periods of up to 64 minutes in the event of a hydrocarbon-based fire, to allow time for controlled shutdown - from Intertek,


HIPPS Systems

Pressure Relief Valves and HIPPS systems - From ICEweb - These systems have been utilised in Germany for over 20 years and are proven to be extremely reliable in very rapid isolation of pipelines. However the technology is still developing to a point where the required reliability meets all users needs. They are so reliable that the need for other safety related devices such as Safety Relief Valves can be minimised. They have the following advantages
- Negating the need for flare systems to be sized for the case of a well failing to close.
- Production piping downrating, giving potential cost benefits of more than 25%.
- Fast inventory isolation within two seconds.
- Huge capital cost savings.


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