2 01000211 Spec 2017-02 A01 PEFS
2 01000211 Spec 2017-02 A01 PEFS
DEP 01.00.02.11-Gen.
February 2017
ECCN EAR99
DEM1
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PREFACE
DEP (Design and Engineering Practice) publications reflect the views, at the time of publication, of Shell Global Solutions
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regional, national and industry standards.
The objective is to set the standard for good design and engineering practice to be applied by Shell companies in oil and
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achieve maximum technical and economic benefit from standardization.
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TABLE OF CONTENTS
1. INTRODUCTION ........................................................................................................ 4
1.1 SCOPE ....................................................................................................................... 4
1.2 DISTRIBUTION, INTENDED USE AND REGULATORY CONSIDERATIONS ......... 4
1.3 DEFINITIONS ............................................................................................................. 5
1.4 CROSS-REFERENCES ............................................................................................. 5
1.5 SUMMARY OF MAIN CHANGES............................................................................... 5
1.6 COMMENTS ON THIS DEP ....................................................................................... 6
1.7 DUAL UNITS............................................................................................................... 6
1.8 NON NORMATIVE TEXT (COMMENTARY) .............................................................. 6
2. PROCESS FLOW SCHEMES (PFS) ......................................................................... 7
2.1 GENERAL ................................................................................................................... 7
2.2 EQUIPMENT REPRESENTATION ............................................................................ 8
2.3 EQUIPMENT IDENTIFICATION AND TYPICAL DATA ............................................. 8
2.4 PROCESS, UTILITY AND DISPOSAL LINES AND INSTRUMENTATION ............... 8
3. PROCESS ENGINEERING FLOW SCHEMES (PEFS)............................................. 9
3.1 GENERAL ................................................................................................................... 9
3.2 EQUIPMENT REPRESENTATION .......................................................................... 10
3.3 PROCESS, UTILITY AND DISPOSAL LINES AND INSTRUMENTATION ............. 11
3.4 NOTES...................................................................................................................... 13
3.5 LEGEND SHEETS .................................................................................................... 13
3.6 ABBREVIATIONS ..................................................................................................... 13
4. REFERENCES ......................................................................................................... 14
APPENDICES
APPENDIX A PROCESS FLOW SCHEMES (PFS) EQUIPMENT TYPES AND KEY
DATA ............................................................................................................... 15
APPENDIX B TYPICAL ABBREVIATIONS ......................................................................... 19
1. INTRODUCTION
1.1 SCOPE
This DEP specifies requirements and gives recommendations for the preparation of
Process Flow Schemes (PFS) for greenfield and brownfield capital projects.
P&ID (Piping and Instrumentation Diagram), EFS (Engineering Flow Diagram). MFD
(Mechanical Flow Diagram) and UEFS (Utility Engineering Flow Scheme) are synonyms for
PEFS. All specifications required for PEFS apply to all these synonyms and are covered
within the scope of this DEP.
PFD (Process Flow Diagram) is equivalent to PFS and is covered within this DEP.
The requirements and recommendations in this DEP are independent of the tools with
which the schemes are produced.
This DEP contains mandatory requirements to mitigate process safety risks in accordance
with Design Engineering Manual (DEM) 1 - Application of Technical Standards.
This is a revision of the DEP of the same number dated February 2011 (amended
September 2011); see (1.5) regarding the changes.
P&ID (Piping and Instrumentation Diagram), EFD (Engineering Flow Diagram). MFD
(Mechanical Flow Diagram) and UEFS (Utility Engineering Flow Scheme) are synonyms for
PEFS. All specifications required for PEFS apply to all these synonyms and are covered
within the scope of this DEP.
PFD (Process Flow Diagram) is equivalent to PFS and is covered within this DEP.
The requirements and recommendations in this DEP are independent of the tools with
which the schemes are produced.
This DEP contains mandatory requirements to mitigate process safety risks in accordance
with Design Engineering Manual (DEM) 1 - Application of Technical Standards.
This is a revision of the DEP of the same number dated February 2011 (amended
September 2011); see (1.5) regarding the changes.
1.3 DEFINITIONS
1.3.1 General definitions
The Contractor is the party that carries out all or part of the design, engineering,
procurement, construction, commissioning or management of a project or operation of a
facility. The Principal may undertake all or part of the duties of the Contractor.
The Manufacturer/Supplier is the party that manufactures or supplies equipment and
services to perform the duties specified by the Contractor.
The Principal is the party that initiates the project and ultimately pays for it. The Principal
may also include an agent or consultant authorised to act for, and on behalf of, the
Principal.
The word shall indicates a requirement.
The capitalised term SHALL [PS] indicates a process safety requirement.
The word should indicates a recommendation.
The word may indicates a permitted option.
1.3.2 Specific Definitions
Term Definition
1.3.3 Abbreviations
Term Definition
1.4 CROSS-REFERENCES
Where cross-references to other parts of this DEP are made, the referenced section or
clause number is shown in brackets ( ). Other documents referenced by this DEP are listed
in (4).
Section/Clause Change
General Tagging and symbols employed for equipment and instrument
are referred to DEP 01.00.09.10-Gen.
Section/Clause Change
2.3 Description and key data that should be displayed for equipment
is moved to Appendix to enhance the organization of the text.
3.1, item 3 Clarify DEM1 requirement.
3.6 Examples of Abbreviation are moved to Appendix to enhance the
organization of the text.
Feedback that has been registered in the DEP Feedback System by using one of the above
options will be reviewed by the DEP Custodian for potential improvements to the DEP.
2.1 GENERAL
The purpose of a Process Flow Scheme (PFS) is to provide an accurate and yet high
level description of the process, including:
• production at the wellhead;
• transport through pipelines;
• routing of feed streams;
• processing steps;
• transfer of the intermediate process streams;
• transfer and storage of the final products;
• treatment and disposal of any effluent streams;
• utilties required for above items.
1. A PFS shall show a list of included major equipment items (Appendix A) identified by
their tagging (see DEP 01.00.09.10-Gen.) adjacent to the drawing title block.
2. If the design of a PFS provides for different modes of operation, such as different
crudes, feedstocks or cut points, distinct title or identification label should be given to
each mode of operation.
a. For systems with multiple modes of operation, a separate PFS should be
prepared for each mode of operation.
3. A material balance datasheet for major process streams shall be included as part of
the PFS drawing packages to facilitate the understanding of the process.
a. Separate material balance datasheets shall be provided for each individual
operation mode.
4. Process streams with changes in pressure, temperature, composition, and flow rate
shall be clearly differentiated in PFS with specific tag numbers and the process data of
the process streams included in the material balance datasheet.
5. PFS for pressure relief and flare systems shall indicate the following:
a. all flare headers;
b. identification of all relief valves, blowdown valves, pressure control valves and
purges fed to the respective flare headers;
c. the design capacities, pressure and temperatures of the following flare system
equipment for the determining relief case:
i. knockout drums;
ii. seal drum;
iii. flare gas recovery compressor;
iv. flare burners/tips.
6. PFS provided by process licensors or other third parties shall be redrawn with the use
of symbols and identifications in accordance with DEP 01.00.09.10-Gen.
7. All PFS modifications shall be approved by the accountable process or utility engineer.
3.1 GENERAL
A Process engineering flow scheme(s) (PEFS) is a pictorial representation of a process
or utility unit. The purpose of a PEFS is to give an accurate representation of the process
and utility units.
1. PEFS SHALL [PS] include all process and utilities equipment including installed
spares, and associated piping, piping components, instrumentation, heat tracing,
insulation and fire protection.
2. PEFS shall display functional features of equipment and piping essential to the design,
construction and operation the facility.
3. PEFS SHALL [PS] be kept updated to represent the actual installation throughout the
life of the project.
4. The layout of each PEFS should avoid clutter and allow future modifications.
a. Each PEFS should show no more than three pieces of major equipment
In this context, major equipment includes vessels, compressors, heat
exchangers and other equipment as listed in (Appendix A).
A set of equipment in the same service (e.g., pump with spare) is considered
as one piece of equipment.
5. Depiction of tanks should be representative of the actual shape and orientation.
6. All piping and piping components shall be shown with their sizes, piping class and tag
numbers.
7. The PEFS shall show specific process engineering requirements necessary for the
design, such as the following:
a. sloping lines with sloping direction and ratio;
b. minimum straight pipe lengths;
c. equipment elevations;
d. restriction on low points that can accumulate pockets of fluids;
e. entry at top of line;
f. minimum or maximum distances;
g. under culvert;
h. expansion loops;
8. Equipment, piping and instrument numbering should follow:
a. the logical process flow;
b. preferably flow from left to right;
c. flow from top to bottom on vertical equipment, except for column trays.
9. Process operating conditions shall not be shown on PEFS.
10. The space above the title block of a PEFS shall be reserved for the following:
a. a reference to the legends sheet accompanying the PEFS;
b. notes pertaining to that PEFS starting from the top of the page and numbered
from 1;
c. a list of equipment shown on the PEFS;
d. a register of revisions and PEFS issues.
11. Separate PEFS shall be made for each utility system (also known as UEFS), such as
the following:
a. cooling water;
b. steam (high, medium and low pressure);
c. condensate;
d. air (e.g. instrument, plant);
e. water (e.g. potable, demineralized, industrial, sewer);
f. heat transfer medium system;
g. auxiliary system to equipment such as lube oil system, seal flush system, sample
system.
h. all equipment nozzles, show nozzle size if different from the line size;
i. equipment internals such as trays in distillation column, radiant coils and
convection coils in furnaces, demister, mixer and distribution devices that have
significant bearing on piping design and layout or equipment operation.
6. Packaged equipment may be shown generically as a rectangular box until vendor
drawing is available.
b. manual controls;
c. discrete and fixed alarms;
d. IPF loops (trip systems) with the following:
i. solenoid valves;
ii. push buttons;
iii. switches;
iv. auxiliary instruments;
v. any bypass hand switches for any Instrumented Protected System (IPS).
e. whether the function is available as:
i. local;
ii. on a local panel;
iii. on a control room panel.
4. Refer to DEP 01.00.09.10-Gen. for tagging and symbols for instrumentation on PEFS.
5. Advanced controls shall be represented with the input instruments and controls to
show the basic function, referring to separate model and advanced control narratives,
as applicable.
6. Interlocks should only be shown symbolically on PEFS.
Functional description is shown on auxiliary documents (e.g., binary logic diagrams,
narratives, truth tables and cause and effect matrix).
7. The off-page utility connector shown with the relevant service abbreviation (3.6)
should be used for all utility lines entering or leaving each PEFS.
8. PEFS shall show heat tracing, winterisation and other means to keep lines at a
prescribed temperature or to prevent freezing, and the type of heat tracing.
a. For instruments, the insulation type code should be placed at the lower left of the
instrument symbol bubble.
9. Automated valves shall be shown with fail actions and tight shutoff requirements.
10. All instrument connections to the process shall be shown, including the following:
a. connections to and from analyser sample loops,
b. by-passes of isolation positions for normal or emergency use.
11. Lines continuing within a unit shall end at the left or right side of a PEFS sheet with an
off-page connector for lines that cross to different PEFS.
a. The off-page connector should include a short description of the line contents and
source/destination including the connecting PEFS number given close to where
the line begins/terminates in the PEFS.
12. Streams that enter or leave the unit should be drawn at the bottom of the PEFS sheet,
and only drawn at the top in exceptional cases for the sake of clarity.
13. The number of line crossings should be minimised.
14. Temporary valves connected to vents and drains for hydrotesting purpose shall not be
shown on PEFS.
15. Details crucial to process requirements, such as injection points, equipment
orientations, and minimum/maximum distance requirements of the specific equipment
or piping components shall be shown on PEFS.
3.4 NOTES
1. Notes shall be added to illustrate any information that cannot be captured in a symbol
or defined code and that is essential to understand the process.
2. Notes may be added to elaborate on specific process related requirements in the
implementation or construction phase.
3. Notes shall be numbered and written on the right hand side column of the PEFS.
4. The position where the note is referring to shall be indicated as Note xx.
5. If a note is deleted from a PEFS, the number shall not be used for another note but
shown as “deleted”.
3.6 ABBREVIATIONS
1. Abbreviated terms should be collected on the legend sheet (3.5) with the exception of
the following:
a. line identification;
b. line service codes;
c. instrument identification table.
See (Appendix B) for typical abbreviations.
4. REFERENCES
In this DEP, reference is made to the following publications:
NOTES: 1. Unless specifically designated by date, the latest edition of each publication shall be used,
together with any amendments/supplements/revisions thereto.
2. The DEPs and most referenced external standards are available to Shell staff on the SWW (Shell
Wide Web) at http://sww.shell.com/standards/.
SHELL STANDARDS
APPENDIX A PROCESS FLOW SCHEMES (PFS) EQUIPMENT TYPES AND KEY DATA
A.1 COLUMNS
• equipment number/identification;1
• title/service;
• materials of construction;
• internal diameter and length between tangent lines;
• design pressure and temperature including lower design pressure and temperature if
applicable;
• design flowrate;
• tray columns:
o number of trays;
o number the trays from bottom to top;
o show trays at which the feed or reflux enters or from which products or reflux are
drawn with their tray numbers;
o show internals schematically;
• packed columns:
o type of packing (random or structured);
o height and number of packed beds.
A.3 VESSELS
• equipment number/identification;
• title/service;
• internal diameter and length between tangent lines;
• design temperature and pressure including lower design pressure and temperature if
applicable;
• total volume;
• approximate location of feed and draw-off lines;
• internals, e.g., halfpipe, Schoepentoeter™, demister (schematically).
A.4 REACTORS
• equipment number/identification;
• title/service;
• design pressure and temperature including lower design pressure and temperature if
applicable;
• internal diameter and length between tangent lines;
• total volume;
• jacket or internal heat transfer equipment, if required, with heating/cooling duty;
• internals (schematically).
A.7 SEPARATORS
• equipment number/identification;
• materials of construction;
• design temperature and pressure including lower design pressure and temperature if
applicable;
• internal diameter and length between tangent lines;
• special internals (schematically).
A.8 FILTERS
• equipment number/identification;
• materials of construction;
• design temperature and pressure including lower design pressure and temperature if
applicable;
A.10 PUMPS
• equipment number/identification;
• materials of construction;
• design pressure and temperature including lower design pressure and temperature if
applicable;
• type of drive;
• actual operating capacity (flow);
• differential head;
• power requirements.
A.12 TANKS
• equipment number/identification;
• title/service;
• materials of construction;
• design temperature and pressure including lower design pressure and temperature if
applicable;
• maximum working volume;
• internal diameter and height;
• special features, e.g., blanketing, mixing, blending, heating.
• materials of construction.
Abbreviation Description
AOC Accidentally oil-contaminated
C Condensate
CD Closed drain
COC Continuously oil-contaminated
CWR Cooling water return
CWS Cooling water supply
DM Demineralized water
F Flare
FG Fuel gas
FO Fuel oil
FOR Flushing oil return
FOS Flushing oil supply
FW Fire water
HOR/HMR Hot oil/heat medium return
HOS/HMS Hot oil/heat medium supply
HPS High pressure steam
HWR Hot water return
HWS Hot water supply
IA Instrument air
LPS Low pressure steam
MPS Medium pressure steam
N Nitrogen
PA Process air
PW Potable water
SIA Secure instrument air
SW Service Water
TA Tool air
Table B.2 Abbreviation examples for standard hook-up; refer to (3.3, Item 1g)
Abbreviation Description
FOR Flushing oil return
FOS Flushing oil supply
PSS Pump seal system
SAS Secure air supply
SC Sample connection
Abbreviation Description
AG Above Ground
ASL (vent to) Atmosphere at Safe Location
ATM Atmosphere
BL Battery limit
EL Elevation
EDP Emergency depressuring
ESD Emergency shutdown
MIN Minimum
TL Tangent line
UG Under Ground