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NOTE 

OISD publications are prepared for use in the oil and gas industry under
Ministry of Petroleum & Natural Gas. These are the property of Ministry of
Petroleum & Natural Gas and shall not be reproduced or copied and
loaned or exhibited to others without written consent from OISD.

Though every effort has been made to ensure the accuracy and
reliability of the data contained in these documents, OISD hereby
expressly disclaims any liability or responsibility for loss or damage
resulting from their use.

These documents are intended to supplement rather than replace the

prevailing statutory requirements.

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FOREWORD

The Oil Industry in India is more than 100 years old. As such a variety of
practices are in vogue because of collaboration/ association with different
foreign companies and governments. Earlier, standardisation in design
philosophies, selection, operating and maintenance practices at a national level
were hardly in existence. This, coupled with feed back from some serious
accidents that occurred in India and abroad, emphasised the need for the
industry to review the existing state of art in designing, selecting, operating and
maintaining oil and gas installations.

With this in view, the then Ministry of Petroleum and Natural Gas in
1986 constituted a Safety Council assisted by Oil Industry Safety Directorate
(OISD) staffed from within the industry in formulating and implementing a
serious of self-regulatory measures aimed at removing obsolescence,
standardising and upgrading the existing standards to ensure safer operations.
 Accordingly OISD constituted a number of functional committees comprising of
experts nominated from the industry to draw up standards and guidelines on
various subjects.

The present standard on “Selection, Operation and Maintenance of

Rotary Equipment Components” has been prepared by the “Functional
Committee for Rotary Equipment". The earlier title “Inspection of Rotary
Equipment Components” has been modified by the Functional Committee. This
document, based on the accumulated knowledge and experience of industry
members and the various national and international codes and practices, is
meant to be used as a supplement and not as a replacement for existing codes
standards and manufacture's recommendations. It is hoped that the provision of
this standard, if implemented objectively, may go a long way to improve the
safety and reduce accidents in the Oil and Gas Industry. The users of this
document are cautioned that no standard can be a substitute for a responsible
and experienced engineer. Suggestions are invited from the users after it is put
into practice to improve the standard further. Suggestions for amendment, if any,
should be addressed to:

The Coordinator
Functional Committee for Rotary Equipment
Oil Industry Safety Directorate
7th Floor, “New Delhi House”
27, Barakhamba Road
New Delhi -110 001.

This standard in no way supersedes the statutory regulations of CCE,

Factory Inspectorate or any other statutory body which must be followed as
applicable.

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FUNCTIONAL COMMITTEE FOR

REVISION OF STANDARDS ON ROTARY EQUIPMENT
(Complete Revision : July, 2008)

List of Members

Name Organisation Status

1. Sh. D.K.Puri Reliance Industries Ltd. Leader

2. Sh. S.K.Chatterjee Hindustan Petroleum Corporation Ltd. Member

3. Sh. Deepak Prabhakar Mangalore Refinery & Petrochemicals Ltd. Member

4. Sh. R.C. Agrawal Bharat Petroleum Corporation Ltd. Member

5. Sh. A.K.Dash Indian Oil Corporation Ltd. Member

6. Sh. K. Ravi Kochi Refineries Ltd. Member

7. Sh Shamsher Singh Oil Industry Safety Directorate Member

8. Sh. S.K.Sharma Oil Industry Safety Directorate Member

Coordinator

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SELECTION, OPERATION AND MAINTENANCE

OF
ROTARY EQUIPMENT COMPONENTS

CONTENT

SECTION DESCRIPTION

1.0 Introduction

2.0 Scope

3.0 Definitions

4.0 Bearing

5.0 Coupling

6.0 Transmission Belt

7.0 Documentation

8.0 References

 ANNEXURES

1. Sample Assembly Checklist for Antifriction bearings

2. Guideline for Belt Tension Measurement

(v)

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SELECTION, OPERATION AND MAINTENANCE
OF
ROTARY EQUIPMENT COMPONENTS

b) Lubrication system
1.0 INTRODUCTION adequacy

Rotary equipment comprise of a number of c) Cooling system

components. These components are vital adequacy
for proper functioning of the equipment. This
document covers vital components like d) Protection against
Bearings, Couplings and Transmission environment factors like
Belts. Dust, Moisture,
Corrosive Atmosphere,
High Temperature etc.
2.0 SCOPE
e) Monitoring and
This document covers the general Protection provisions in
considerations for Selection, Installation, accordance with relevant
Commissioning, Operation, Maintenance equipment standards
and Failure Analysis of Bearings, Couplings
and Transmission Belts.
4.1.3 Proper selection of lubricant
shall be based on operating
3.0 DEFINITIONS speed, ambient
temperature, service life
3.1 SHALL and recommendations of
Indicates mandatory requirement  equipment manufacturer.

3.2 SHOULD Deviations, if required, shall

be taken after due review
Indicates recommendation or that and approval.
which is advised but not mandatory.
4.2 INSTALLATION

4.0 BEARINGS
4.2.1 Dimensional tolerances on
Shaft and housing shall be as
The following considerations shall be made
per OEM recommendations
for selection and installation of bearings : or ISO 286-2:1988.
4.2.2 Bearing clearances in case
4.1 SELECTION
of journal bearings shall be
within OEM specified limits.
4.1.1 Bearing selection shall be done
4.2.3 Installation of the anti-friction
based on relevant equipment
bearings shall be done by
standards.
use of proper tools like
bearing installation kits and
4.1.2 Factors to be considered to
induction heaters.
ensure safe operation of
bearings include: 4.2.4 Documented procedures
should be in place for
installation of bearings.
a) Static and dynamic load
capacity 4.2.5 Proper training shall be
imparted to the concerned

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personnel on the installation comply with individual codes and

of the bearings. standards as applicable to that
particular class of equipment.
 A sample checklist for installation of Anti
5.1.2 Couplings shall be designed
Friction Bearing is placed at Annexure-1.
for transient conditions.

4.3 OPERATION AND MAINTENANCE 5.1.3 Couplings in equipment used

for hydrocarbon service
4.3.1 Lubricant type and grade used should preferably be of non
in the equipment shall be lubricated Flexible Metallic
displayed on/ near the type.
equipment so as to avoid any
mix up. 5.1.4 Couplings shall be provided
4.3.2 Periodic condition monitoring of with a guard capable of
the bearing and lubricant shall withstanding foreseeable
be carried out as per external impact.
recommendations of OISD-RP-
124 and OISD-RP-126.
5.2 INSTALL ATION & MAINTENANCE
4.3.3 For pressurized lubrication
system in critical equipment, 5.2.1 Installation shall be done in
pressure, temperature, level accordance with OEM’s
shall be monitored and alarms recommended practice.
& trips shall be provided to
protect against lubrication
5.2.2 Proper alignment of
failure. (Refer OISD-RP-124
equipment shall be done
for criticality of equipment).
before operation to avoid
damage. Equipment
4.3.4 Bearing temperature shall
alignment shall be within the
be monitored to assess
allowable limits as specified
condition of the bearings as
by OEM. Equipment
per
and OISD-RP-124.
trips should be Alarms
in line alignment records shall be
maintained.
with the individual
equipment standards.
5.2.3 In case of lubricated
couplings, periodic
4.3.5 Periodic checks should be
preventive checks shall be
carried out on the cooling
carried out.
water lines, where ever
provided, to ensure proper
5.2.4 Condition of coupling shall
flow.
be assessed based on
vibration analysis and
4.4 FAILURE ANAL YSIS
periodic preventive checks.

Bearing failures shall be analyzed to identify 5.3 FAILURE ANAL YSIS

causes and corrective actions shall be
initiated to prevent recurrence of such Coupling failures shall be
failures as per OISD-RP-126. analyzed to identify causes
and corrective actions shall
5.0  COUPLINGS be initiated to prevent
recurrence of such failures
as per OISD-RP-126.
5.1 SELECTION

5.1.1 The couplings shall be as per

manufacturer’s standard, but shall

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  appropriate methods, like

6.0 TRANSMISSION BELTS water level or laser kits.

6.2.5 Belt tension shall be

6.1 SELECTION adjusted by using tools like,
belt tension meter as per
6.1.1 Belts used in hydrocarbon  API 1B. The belt tension
service shall be Fire measurement is described
Resistant, Anti-Static type in Annexure-II.
and as per BS: 2044.
6.2.6 Belts condition shall be
6.1.2 Belt chords shall be non- checked periodically.
metallic type.
6.2.7 During storage, belts shall
6.1.3 A service factor of two shall be protected from heat,
be considered for belt dust, solvents and any
selection. deformation.

6.1.4 In case of multiple V-Belts,

matched set or banded 7.0 DOCUMENTATION
belts shall be used.
7.1 All relevant documents shall be
6.1.5 To prevent accidental maintained.
human contact, belts shall
be provided with proper 7.2 Documents may be maintained either
guards capable of in electronic or paper form.
preventing loose material
from being sucked in 8.0 REFERENCES
between the belt.

6.2 MAINTENANCE This document refers to the following

publications :-

6.2.1 Belts shall be installed on 8.1 OISD-RP-124 -  Predictive

clean pulleys. Maintenance Practices

6.2.1 Sheaves, teeth and pulleys 8.2 API 671- Published by the
shall be inspected for wear,  American Petroleum Institute
prior to reinstallation.
8.3 Rating life equation from
6.2.3 Where taper lock bushes ISO281:1990
are used, it shall be
inspected for proper 8.4 Static Loads from ISO76:1987
alignment before
installation of the pulleys. 8.5 Fits & tolerances from ISO286-
2:1988
6.2.4 Alignment of the driver and
driven pulleys shall be 8.6 API 1B for V-Belts.
carried out using

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 Annex ure - 1

SAMPLE A SSEMBLY CHECKLIST FOR ANTIFRICTION BEARINGS

S. N CHECKS REMARKS
1 Dimensions of Shaft and Housing w.r.t standard
2 Cleanliness of bearing seating area on the shaft and
in the housing
3 Oil supply and drain ports clean
4 Mounting tools available
5 Threads clear and without any defects
6 Lock washer and locknut in good condition
7 Bearings are clean and does not have rust/ polishing
marks
8 Labyrinth and isolators clean and o-rings if any are
in good condition
9 Housing vents are clean and threads are tight fitting
10 Magnetic plugs is provided are cleaned and
reinstalled with proper thread sealant

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