The Planning Guide to Piping Design

Richard Beale has over 40 years of plant layout and piping design experience on upstream, midstream and downstream oil and gas industry projects in the employ of engineering, fabrication, construction and producer companies. His career started as a junior piping draftsman in 1974, and over the years he has held the roles of piping drafter, piping designer, piping squad leader, project piping lead, design and drafting department manager, and technical support to fabrication and construction. He is currently employed by a major oil and gas producer in Engineering Information Management. Having witnessed the technological transition from manual design and drafting to 2D CAD and 3D CAD, he holds a firm belief that a key ingredient to full realization of successful project execution through the adoption of new design technology is being lost. This being a corresponding erosion of experienced design and drafting practitioners possessing of the abilities to develop, modify, and execute new and existing design and drafting procedures that complement the changing technology. It is this belief that has stirred him to write this book as a way of filling the experience gap Paul Bowers is a senior piping designer with over 30 years of experience working on major process plant projects including refining, cryogenics, pulp & paper, petrochemical, industrial gas installations and SAGD as well as CAD/engineering automation administration. As a software and technology enthusiast Paul believes that machines must adapt to humans and not the other way around.Currently residing in the Montreal area, Paul has been owner of the PipingDesign.com domain since 1998 is currently webmaster / web developer / "Digital Administrator" and a director with the Houston-based Society of Piping Engineers and Designers as well as founder and past president of the Calgary chapter of the same organization.

• ForewordPrefaceList of FiguresList of Tables1 Before You Begin1.1 Introduction1.2 Standards1.2.1 Standard Drawings1.2.2 Charts1.2.3 Drawing Templates and Drawing Standards1.2.4 Drawing Numbering1.2.5 3-D Model Numbering1.2.6 Material Commodity Codes1.3 Specifications1.3.1 Piping Classes1.4 Procedures1.4.1 Stick Files1.4.2 Inter-discipline Drawing Reviews1.4.3 Line Numbering1.4.4 Stress Analysis1.4.5 CAD Set-up1.4.6 3-D Model Reviews1.4.7 Checking1.4.8 Manhour Estimating1.4.9 Progress Reporting1.4.10 Management of Change1.4.11 As-Builting1.4.12 Project Close-out1.5 Piping Execution Plan1.5.1 Design Basis Memorandum (DBM)1.5.2 Project Execution Plan (PEP)1.5.3 Contracting and Procurement Plan and Construction Execution Plan1.6 Conclusion2 Procedures2.1 Introduction2.2 Master Stick Files, Working Copies, and Inter-Discipline Drawing Reviews (IDR)2.2.1 Master Stick Files2.2.2 Working Copies2.2.3 Inter-Discipline Drawing Reviews2.3 Vendor Drawing Reviews2.4 Line Numbering2.4.1 Line Numbering Rules2.5 Stress Analysis2.5.1 The Stress Analysis Procedure2.5.2 Stress Analysis Procedure Notes2.6 Model Reviews2.6.1 Model Review Procedure2.6.2 Model Review Matrix2.7 Checking2.7.1 Clash Check Reporting Procedure2.7.2 Equipment Checking Procedure2.7.3 Piping Arrangement and Isometric Checking2.7.4 Prerequisites and Checking Procedure2.8 Manhour Estimating and Manpower Planning2.8.1 Manhour Estimating2.8.2 Manpower Planning2.8.3 Other Considerations3 Deliverables3.1 Introduction3.2 Deliverables3.2.1 Cover Sheets and Drawing Indexes3.2.2 Plot Plan3.2.3 Key Plans3.2.4 Location Plans3.2.5 Piping Arrangements3.2.6 Isometrics3.2.7 Isometric Logs3.2.8 Tie-in Isometrics3.2.9 Tie-in List3.2.10 Demolition Drawings3.2.11 Heat Tracing Circuit Layouts3.2.12 Heat Tracing Logs3.2.13 3-D Models3.2.14 Model Indexes3.2.15 CWP Drawing Packages and Scopes of Work (SOW)3.2.16 Process Flow Diagrams (PFDs)3.2.17 Piping and Instrumentation Diagrams (P&IDs)3.2.18 Line Designation Tables (LDTs)4 Detailed Design4.1 Introduction4.2 Contracting and Procurement Plan and Construction Execution Plan4.3 Modularized and Field Erected Piping Splits and CWP Boundaries4.3.1 Notes to Figure 4–14.4 Model Boundaries4.4.1 Study Model Boundaries4.4.2 Detailed Model Boundaries4.5 Shop and Field Material Splits4.6 Procurement Splits4.7 Issued For Bid and Bid Evaluations4.7.1 Issued for Bid4.7.2 Clarifications from Bidders and Bid Evaluations4.8 Equipment Coordinates and Elevations4.9 Module Design4.9.1 Design Considerations4.10 Module Numbering4.11 Drafting Practice4.11.1 A Brief History4.11.2 3-D CAD Drafting Practice4.11.3 Ownership and Training4.11.4 Piping Arrangements4.11.5 Isometrics4.12 Holds4.13 Project Binders and Lists4.13.1 Project Binders4.13.2 Piping Job Notes and CAD Job Notes4.13.3 Action Item List and Needs List4.13.4 Equipment List4.13.5 Data Sheets4.14 Managing Standard Drawings4.15 Project Meetings4.16 Progress Monitoring4.17 Design Change Notice (DCN)4.18 Field Change Notice (FCN)4.19 Request For Information (RFI)5 Shop Fabrication5.1 Introduction5.2 Kick-off Meetings5.3 Scopes of Work (SOW)5.3.1 Example of Pipe Spool Fabrication Scope of Work5.3.2 Example of Module Fabrication and Assembly Scope of Work5.4 Instruction to the Fabricator5.4.1 Example of Instruction to Fabricator5.5 Requests For Information (RFI)5.6 Visits with the Fabricators5.6.1 The Value of Shop Visits5.6.2 Supporting the Fabricators5.7 Automatic Spool Generation5.8 Conclusion6 Field Construction6.1 Introduction6.2 Support from the Home Office6.2.1 Kick-off Meetings6.2.2 Field Erection of Piping Scope of Work6.2.3 Computers, 3-D Software Set-ups, and Maintenance6.2.4 Request for Information6.3 Support in the Field6.3.1 Utilizing the 3-D Models6.3.2 Problem Solving6.3.3 Punch Lists and Deficiency Reports6.3.4 Compiling and Submitting RFIs6.3.5 Investigating Back Charges and Extras6.3.6 Progress Monitoring6.3.7 Maintaining the Master Stick Files6.3.8 As-Builting6.4 Lessons Learned6.5 SafetyAbbreviationsIndex