HERVE

BARON

Engineering Training

Welcome to this presentation.

It is part of a suite of Engineering training modules.
It

shows the activities and deliverables

Equipment/Mechanical discipline.

of

the

Comments are most welcome (herve.baron@gmail.com),

which I will incorporate for the benefit of all.

Herv

2015 Herv Baron

Please download this file so that you can see my trainers

notes in the top left corner latest Acrobat Pro feature.

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Engineering disciplines: activities and deliverables

PROCESS

PLANT LAYOUT

EQUIPMENT

SAFETY & ENVIRONMENT

CIVIL

PIPING

PIPELINE

INSTRUMENTATION

ELECTRICAL

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Process design
PFDs
H&M balance

Process
data sheet

Equipment specification

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Rotating
Pressure vessels
Fired equipment
Heat exchangers
Packages etc.

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Heat Exchangers

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Equipment Mechanical

Starting from the Process Equipment list, Equipment discipline issues

documents to specify, select and order equipment.
Which documents?
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Equipment Mechanical

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Starting from the Process Equipment list, Equipment discipline issues

documents to specify, select and order equipment.
Which documents?
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1) THE MECHANICAL DATA SHEET

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Rotating Equipment

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Mechanical Data Sheet

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Mechanical Data Sheet

What additional information to the Process Data Sheet does the
Mechanical Data Sheet contain?

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Process Data sheet / Mechanical Data Sheet

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Mechanical Data Sheet

Pumps could be specified as per

ANSI or API code.
What are the differences?

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API vs ANSI pumps

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ANSI

API

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API vs ANSI pumps

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ANSI

API

Standard dimensions
Casing rating
Casing/ casing back-cover joint
Mounting feet

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API vs ANSI pumps

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ANSI

API

Standard dimensions

YES

NO

Casing rating

300 lbs at 300F

750 lbs at 500F

Casing/ casing back-cover joint Also holding bearing frame

adpator

Independent, with metal/metal

joint.

Mounting feet

Center lined

Bottom

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API vs ANSI pumps

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ANSI

API

Standard dimensions

YES

NO

Casing rating

300 lbs at 300F

750 lbs at 500F

Casing/ casing back-cover

joint

Also holding bearing frame

adpator

Independent, with metal/metal

joint.

Mounting feet

Bottom

Center lined

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API vs ANSI pumps

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Gasket
Casing cover
Bearing frame adaptor

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API vs ANSI pumps

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Gasket
Casing cover
Bearing frame adaptor

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API vs ANSI pumps

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ANSI

API

Standard dimensions

YES

NO

Casing rating

300 lbs at 300F

750 lbs at 500F

Casing/ casing back-cover joint Also holding bearing frame

adpator

Independent, with metal/metal

joint.

Mounting feet

Center lined

Bottom

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API vs ANSI pumps

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ANSI

API

Standard dimensions

YES

NO

Casing rating

300 lbs at 300F

750 lbs at 500F

Casing/ casing back-cover joint Also holding bearing frame

adpator

Independent, with metal/metal

joint.

Mounting feet

Center lined

Bottom

Conclusion:
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For which services would

you select an API vs an
ANSI pump ?

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Process Data sheet / Mechanical Data Sheet

What are the contents of the code ?

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Process Data sheet / Mechanical Data Sheet

What are the contents of the code ?

Data sheet template
The list of information to be
defined by Purchaser, e.g. cooling
medium, hazardous area
classification etc.
Technical requirements for the
design, accessories, tolerances
etc.
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Mechanical Data Sheet

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Mechanical Data Sheet

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Some data is highlighted in green while some data is highlighted in

orange. What is the difference?

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Mechanical Data Sheet

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How and by whom are the Materials of Construction defined?

Engineering disciplines: activities and deliverables

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PROCESS

EQUIPMENT

SAFETY & ENVIRONMENT

CIVIL

PIPING LAYOUT & MATERIAL

INSTRUMENTATION

ELECTRICAL

Piping discipline

Piping materials

Materials/corrosion,
insulation, painting

Piping
calculations
& supports

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Plant Layout

Piping
installation

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Material selection

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Material selection

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Pumps data sheet

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Pumps data sheet

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29

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Pumps data sheet

What is the MDMT?

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30

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Pump data sheet

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Who is defining the seal type?

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Pump data sheet

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Mechanical Data Sheet

Page 1/5

Page 2/5

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Mechanical Data Sheet

Page 3/5

Page 4/5

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Mechanical Data Sheet

Page 5/5

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Columns and Drums

Which documents are produced to specify Pressure Vessels ?

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Pressure vessels

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Any other document ?

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What does Mechanical design entail?

Mechanical Data Sheet

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Mechanical design

The vessel wall thickness is calculated so that with all

loadings, i.e.,
Internal pressure
External pressure
Weight
Seismic
Wind
Other external loads, from connected pipes etc.
the maximum stress for the selected material is not
exceeded

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Loads during transport, lifting

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Mechanical design

The vessel wall thickness is calculated so that with all

loadings, i.e.,
Internal pressure
External pressure
Weight
Seismic
Wind
Other external loads, from connected pipes etc.
the maximum stress for the selected material is not
exceeded

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Loads during transport, lifting

Mechanical design

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Longitudinal stress

Circumferential stress

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Mechanical design

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Longitudinal stress

Circumferential stress

<

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Vessel wall thickness is calculated so that circumferential

stress is below admissible material stress

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Design of tall towers

Loadings that create compressive stress:

Internal pressure
Wind OR seismic
Weight

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Mechanical design

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Loadings that create compressive stress:

Internal pressure
Wind OR seismic
Weight

Longitudinal stress

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Design of tall towers

Wind load

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Loadings that create compressive stress:

Internal pressure
Wind OR seismic
Weight

Wind load

F = Pw * X * D

Moment

M = F * X/2

X
M

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Design of tall towers

Wind load

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D
Wind load

F = Pw * X * D

Moment

M = F * X/2

Inertia

I = R3 t

Stress

S=

X
M

I
M
R2 t

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Stress

S=

M*R

Design of tall towers

Wind load

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Loadings that create compressive stress:

Internal pressure
Wind OR seismic
Weight

Stress

S=

F
M
R2 t

X
M

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Design of tall towers

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Loadings that create compressive stress:

Internal pressure
Wind OR seismic
Weight
Weight
Stress

W
S=

W
2Rt
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Design of tall towers

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Loadings that create compressive stress:

Internal pressure
Wind OR seismic
Weight

Total stress: Algebraic Sum

Stress S =

P (R-0.4 t)
2 Et

F * X/2
R2 t

2Rt
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Total stress must remain below maximum

allowable for the material as specified in the code

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http://www.microprotol.com/demo_viewlet.htm

Mechanical design

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Mechanical design
Calculation file

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Mechanical Design

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Mechanical Design

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Mechanical Design

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Mechanical data sheet

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Mechanical Data Sheet

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Look at the PDS and MDS in your exercise book. What additional
information is contained in the MDS? What does Mechanical
design entail?

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Process Data Sheet:

design conditions
skeleton drawings
material (generic type) and
corrosion allowance
equipment dimensions
definition of type of internals
nozzles list
height from ground

Mechanical Data Sheet

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Mechanical Data Sheet:

design conditions & code
scaled drawing
material grades and thickness of
all parts
all dimensions
drawings of internals
nozzzles position and elevation
designed support
weight
loads on foundation
limits of supply

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Equipment Mechanical

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1) Most frequent type of heat exchangers: shell &

tubes

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Heat Exchanger
Shell & Tubes

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Heat Exchanger thermal sizing

TEMA Data Sheet
A Thermal data
sheet is received
from Process for
shell & tubes heat
exchangers
following thermal
sizing

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Heat Exchanger
Mechanical Design

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Ref[1]: 0

N2A

N2B

N4
HLL

HLL

N5

N1A

UC

N1B

N3

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Heat Exchanger
Mechanical Design

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Ref[1]: 0

N2A

N2B

N4
HLL

HLL

N5

N1A

UC

N1B

N3

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What additional aspect is taken into account in the mechanical design of

heat exchangers compared to that of other pressure vessels (columns,
drums)?

Heat Exchanger
Mechanical Design

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Ref[1]: 0

N2A

N2B

N4
HLL

HLL

N5

N1A

UC

N1B

N3

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Heat Exchanger
Mechanical Design

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Heat Exchanger Mechanical Data Sheet

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Heat Exchanger

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Process
Proces Data
Sheet

Process/heat exchange
Thermal
sizing

Thermal
data sheet

Equipment
Mechanical
design

Mechanical
data sheet

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Heat Exchanger

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Process
Proces Data
Sheet

Thermal
sizing

Thermal
data sheet

Heat transfer coefficient,

number of shells/passes per
shell, heat transfer surface,
number of tubes

Equipment
Mechanical
design

Mechanical
data sheet

Overall eqipment dimensions,

position of nozzles, weight etc.

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Thermal exchange
duty

Process/heat exchange

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Equipment Mechanical

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2) Plate & Frame and other proprietary design heat exchangers

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How are Plate and Frame Heat Exchangers specified ?

Heat Exchanger
Plate and Frame

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Heat Exchanger
Plate and Frame

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What are the advantages of the Plate and Frame HX versus the Shell
& Tube?

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Heat Exchanger
Plate and Frame

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How are Air cooled Heat Exchangers specified?

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How are heaters specified ?

Equipment Mechanical

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How are storage tanks specified ?

Equipment Mechanical

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Storage tanks

Flat bottom cylindrical atmospheric tanks are

designed as per API 650 Welded storage tanks
for oil storage
Above a diameter of 6 meters, tanks are not be
shop but Site fabricated

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Storage tanks Mechanical data sheet

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Equipment Mechanical

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What are the miscellaneous equipment?

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Equipment Mechanical

What is a package ?

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Equipment Mechanical

What is a package ?

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Package = Set of equipment, accessories and services

contracted or purchased to a single Vendor
realizing a process function, with associated functional guarantees
assembled on a single skid or multi skid, or shipped loose (bulk)

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Equipment Mechanical

What is a package ?
What is, for Engineering, the purpose
to order as a package ?

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Equipment Mechanical

What is a package ?
What is, for Engineering, the purpose
to order as a package ?

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Purpose
to have a better efficiency (than if it was done by the Engineer)
to minimize site erection work
to have ONE single functional guarantee
to have a party (vendor) who is able to bring a specific know-how

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Equipment Mechanical

What is a package ?
What is, for Engineering, the purpose
to order as a package ?
What is usually ordered as a package ?

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Equipment Mechanical

What is a package ?
What is, for Engineering, the purpose
to order as a package ?
What is usually ordered as a package ?

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Common types of packages

Compressors
Heaters, boilers, incinerators,
Air/nitrogen generation, chemical injection
Water/gas treatment
Solid handling, conveyors, cranes etc.

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Packaged Compressor

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Picture courtersy LMF

Packages
Off-shore

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Instrument air generation

Air dryers skid

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Gas Dehydration

Packages
Off-shore

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Nitrogen generation unit

Cold box

Packages
On-shore
Steam bath
vaporizer

Storage tank
(25m high)

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Equipment Mechanical

What is a package ?
What is, for Engineering, the purpose
to order as a package ?
What is usually ordered as a package ?
Which is the responsible discipline ?

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Equipment Mechanical

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Which is the responsible discipline ?

Packages requiring mainly know-how for one Equipment type,

designed to ONE particular code: the concerned Equipment
discipline

Turbo-compressor
Heaters, boilers, incinerators
Desalter

ROTATING
FIRED HEATER
PRESSURE VESSELS

Packages involving several Equipment type, the design of which is

NOT dictated by ONE particular code: the PACKAGE discipline

PACKAGE
PACKAGE
PACKAGE

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Air/nitrogen generation, chemical injection

Water/gas treatment
Solid handling, conveyors, cranes etc.

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Equipment Mechanical

What are the key things to consider

when specifying a package?

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Equipment Mechanical

What are the key things to consider

when specifying a package?

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Applicable specifications: Manufacturer standard, a few Project

specifications or all?
Automation design: Independent control system or not ?
Pre-assembly level / extent of site works
Definition of limits of supply and interfaces in all disciplines, e.g. civil
Involvement of Engineer: no / partial or full check ?

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Equipment Mechanical

What are the key things to consider

when specifying a package?

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Applicable specifications: Manufacturer standard, a few Project

specifications or all?
Automation design: Independent control and safety systems or not ?
Pre-assembly level / extent of site works
Definition of limits of supply and interfaces in all disciplines, e.g. civil
Involvement of Engineer: no / partial or full check ?

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Package with control loops and

protection system integrated with the
Plant control and safety systems

Package instrumentation & control

The Package with stand alone
process control and safety system

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Equipment Mechanical

What are the key things to consider

when specifying a package?
What could be the drawbacks of
ordering something as a package?

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Equipment Mechanical

What other documents besides the Data Sheets are issued to

specify and order Equipment ?

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Equipment Mechanical

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What other documents besides the Data Sheets are issued to

specify and order Equipment ?
2) THE SPECIFICATION
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What is the scope of each document?

Data sheet / Specification

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Data sheet / Specification

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Two types of specifications are issued. What are the two types?

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Specification
General

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EP - 21799_a_A_ppt_01 - Eng. Mangement Part 2 - Engineering disciplines

98

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Specification

General specification:
It does not apply to a particular equipment (tag) but to all items of this
family of equipment, e.g. fired heaters, S&T HX etc.
Only lists the amendments to a code
For standard supplies, it is enough, along with the MDS
For packages, general specifications for all equipment types within the
package must be included

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Equipment codes & Standards

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Pressure Vessels
ASME Section VIII, Division 1
ASME Section VIII, Division 2

Rules for Construction of pressure Vessels

Rules for Construction of pressure Vessels

Fired Heaters and Steam Boilers

ASME Section I
API 560

Power Boilers Code

Fired heaters for refinery services

Heat Exchangers
API 660
API 661
API 662

Shell & Tube

Air-cooled HX
Plate & Frame

Atmospheric Storage Tanks

API 650
Welded Tanks For oil Storage

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Rotating Equipment
API 610
Centrifugal pumps for Petroleum and Natural Gas Industries
API 617
Centrifugal compressor for general refinery service
API 611
General purpose turbines for refinery service

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Specification
Particular

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Specification

General specification:
It does not apply to a particular equipment (tag) but to all items of this
family of equipment, e.g. fired heaters, S&T HX etc.
Only lists the amendments to a code
For standard supplies, it is enough, along with the MDS
For packages, general specifications for all equipment types within the
package must be included
Particular specification

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Specific to a particular equipment item (Equipment Tag)

Issued for complex and extended scope of supply, including several types
of equipment, e.g. machinery auxiliaries, and for packages
Issued when the supply is not standard, i.e. specific requirements etc. that
the general specification does not cover
It is fully comprehensive... as shown on the TOC on the next slide

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Detailed scope of supply

Scope of services

Reference documents

Applicable codes & standards

Deviations & Exceptions

Design Requirements

Packing, marking and shipping

Shop assembly and delivery conditions

Inspection & testing

Guarantees & warranty

Data required with the bid

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(Particular) Equipment specification

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Detailed scope of supply

Scope of services

Reference documents

Applicable codes & standards

Deviations & Exceptions

Design Requirements

Packing, marking and shipping

Shop assembly and delivery conditions

Inspection & testing

Guarantees & warranty

Data required with the bid

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(Particular) Equipment specification

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Detailed scope of supply

Scope of services

Reference documents

Applicable codes & standards

Deviations & Exceptions

Design Requirements

Packing, marking and shipping

Shop assembly and delivery conditions

Inspection & testing

Guarantees & warranty

Data required with the bid

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(Particular) Equipment specification

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Detailed scope of supply

Scope of services

Reference documents

Applicable codes & standards

Deviations & Exceptions

Design Requirements

Packing, marking and shipping

Shop assembly and delivery conditions

Inspection & testing

Guarantees & warranty

Data required with the bid

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(Particular) Equipment specification

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Detailed scope of supply

Scope of services

Reference documents
Applicable codes & standards

Deviations & Exceptions

Design Requirements

Packing, marking and shipping

Shop assembly and delivery conditions

Inspection & testing

Guarantees & warranty

Data required with the bid

Deviations and exceptions are discussed with

Vendors, and incorporated in the specification
final revision IFP

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Specification

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Detailed scope of supply

Scope of services

Reference documents

Applicable codes & standards

Deviations & Exceptions

Design Requirements

Packing, marking and shipping

Shop assembly and delivery conditions

Inspection & testing

Guarantees & warranty

Data required with the bid

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Specification

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Detailed scope of supply

Scope of services

Reference documents

Applicable codes & standards

Deviations & Exceptions

Design Requirements

Packing, marking and shipping

Shop assembly and delivery conditions

Inspection & testing

Guarantees & warranty

Data required with the bid

In all concerned disciplines (to reduce the

number of other discipline specs
transmitted to the vendor)

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Specification

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Detailed scope of supply

Scope of services

Reference documents

Applicable codes & standards

Deviations & Exceptions

Design Requirements

Packing, marking and shipping

Shop assembly and delivery conditions

Inspection & testing

Guarantees & warranty

Data required with the bid

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Specification

Specification

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Detailed scope of supply

Scope of services

Reference documents

Applicable codes & standards

Deviations & Exceptions

Design Requirements

Packing, marking and shipping

Shop assembly and delivery conditions

Inspection & testing

Guarantees & warranty

Documentation

Strongly influences the amount of work on

site

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Detailed scope of supply

Scope of services

Reference documents

Applicable codes & standards

Deviations & Exceptions

Design Requirements

Packing, marking and shipping

Shop assembly and delivery conditions

Inspection & testing

Guarantees & warranty

Data required with the bid

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Specification

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Detailed scope of supply

Scope of services

Reference documents

Applicable codes & standards

Deviations & Exceptions

Design Requirements

Packing, marking and shipping

Shop assembly and delivery conditions

Inspection & testing

Guarantees & warranty

Data required with the bid

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Specification

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Detailed scope of supply

Scope of services

Reference documents

Applicable codes & standards

Deviations & Exceptions

Design Requirements

Packing, marking and shipping

Shop assembly and delivery conditions

Inspection & testing

Guarantees & warranty

Data required with the bid

During bid stage (before PO)

information is required to Vendor for
Technical analysis. This paragraph is
deleted for IFP revision

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Specification

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Equipment Mechanical

Which document, issued to the bidders, summarizes the inquiry?

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Equipment Mechanical

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Which document, issued to the bidders, encapsulates all

requirements for a particular supply?
1) THE MECHANICAL DATA SHEET
3) THE MATERIAL REQUISITION

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2) THE SPECIFICATION

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Material requisition

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Material requisition

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Material requisition

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Material requisition

Name the documents to be listed here

For the Centrifugal Pumps Material Requisition

2)

For the Turbo-Compressors Material Requisition

3)

For the requisition of a package

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1)

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Material requisition

Name the documents to be listed here

For the Centrifugal Pumps Material Requisition

2)

For the Turbo-Compressors Material Requisition

3)

For the requisition of a package

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1)

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Material requisition

Name the documents to be listed here

1)

For the Centrifugal Pumps Material Requisition

The General Specification for centrifugal pumps

The Mechanical Data Sheet of each pump
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Material requisition

Name the documents to be listed here

For the Centrifugal Pumps Material Requisition

2)

For the requisition of air-coolers

3)

For the requisition of a package

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1)

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Material requisition

Name the documents to be listed here

1)

For the Centrifugal Pumps Material Requisition

2)

For the requisition of air-coolers

The General specification for air-coolers
The Process Data Sheets of each air-cooler

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Material requisition

Name the documents to be listed here

1)

For the Centrifugal Pumps Material Requisition

2)

For the requisition of air-coolers

3)

For the requisition of a package

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and standards of engineering design disciplines

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Material requisition

Name the documents to be listed here

1)

For the Centrifugal Pumps Material Requisition

2)

For the requisition of air-coolers

3)

For the requisition of a package

The duty specification
The Particular Specification
The general specifications for all equipment part of the package
Specifications and standards of engineering design disciplines

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Material requisition

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Material requisition

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1 PIM, attendance to all checks and test points (HOLD)

2 PIM, optional attendance to checks and test points
3 Attendance to final tests only
4 Review of documents only

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Inspection requirements

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Supplier class
Good

Fair

Bad

Very critical
Critical
Low critical
Non critical

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Equipment Criticality

Very good

Inspection requirements

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Defined based on operating

conditions, manufacturing
difficulty, impact on Design or
overall Project Schedule.

Established on the basis of previous experience

with this supplier (rating by Engineering /
Inspection / Expediting), References, audits, NCR
etc.

Supplier class
Good

Fair

Bad

Very critical
Critical
Low critical
Non critical

2015 Herv Baron

Equipment Criticality

Very good

Inspection requirements

HERVE
BARON

1 PIM, attendance to all checks and test points (HOLD)

2 PIM, optional attendance to checks and test points
3 Attendance to final tests only
4 Review of documents only

Supplier class
Very critical

Good

Bad

Fair

not
not
qualified qualified

Critical

not
qualified

Low critical

Non critical

2015 Herv Baron

Equipment Criticality

Very good

Material requisition

HERVE
BARON

What
are
the
different types
of
documents
requested from
the vendor ?

1 PIM, attendance to all checks and test points (HOLD)

2 PIM, optional attendance to checks and test points
3 Attendance to final tests only
4 Review of documents only

2015 Herv Baron

HERVE
BARON

Vendor documents

Design documents, such as mechanical calculation note etc.

Interface documents, such as loads on foundation, Purchaser's
connections drawing etc.
Manufacturing documents such as welding and testing procedures,
inspection and test reports,
Installation documents, such as preservation procedure, lifting
instructions etc.
2015 Herv Baron

Operating and maintenance manual, spare parts list

HERVE
BARON

Vendor documents

Design documents, such as mechanical calculation note etc.

Interface documents, such as loads on foundation, Purchaser's
connections drawing etc.
Manufacturing documents such as welding and testing procedures,
inspection and test reports,
Installation documents, such as preservation procedure, lifting
instructions etc.

Which type of documents is the most critical for Engineering

development ?

2015 Herv Baron

Operating and maintenance manual, spare parts list

HERVE
BARON

Vendor Documents Requirements & Schedule (VDRS)

2015 Herv Baron

HERVE
BARON

Vendor Documents Requirements & Schedule (VDRS)

2015 Herv Baron

What do you do to ensure these documents will be submitted on-time ?

HERVE
BARON

Vendor Documents Requirements & Schedule (VDRS)

2015 Herv Baron

HERVE
BARON

Vendor documents

Design documents, such as mechanical calculation note etc.

Interface documents, such as loads on foundation, Purchaser's
connections drawing etc.
Manufacturing documents such as welding and testing procedures,
inspection and test reports,
Installation documents, such as preservation procedure, lifting
instructions etc.

What are the types of Material certificates requested?

2015 Herv Baron

Operating and maintenance manual, spare parts list

HERVE
BARON

Certificate

EN 10204
Type 2.1: Declaration of conformity. Issued by the Supplier. Certifies that the product
complies with the requirements of the order. Does not contain any test results (2.1) or
contains non-specific test results (2.2).
Type 3.1: Material test certificate. Issued by the Supplier. Contains specific test results.
Tests are done on the material itself or a sample of it. The tests have been done by an
organization independent from the supplier.
Type 3.2: Witnessed Material Test Certificate. Same as 3.1 but tests, including sampling
and traceability of sample, have been witnessed by a recognized certification agency.
The items shall be stamped with the symbol of the certification agency.
Type 3.1 (and 3.2) must contain PO/work order number, batch/lot number etc.
2015 Herv Baron

HERVE
BARON

Certificate

EN 10204
Type 2.1: Declaration of conformity. Issued by the Supplier. Certifies that the product
complies with the requirements of the order. Does not contain any test results (2.1) or
contains non-specific test results (2.2).
Type 3.1: Material test certificate. Issued by the Supplier. Contains specific test results.
Tests are done on the material itself or a sample of it. The tests have been done by an
organization independent from the supplier.
Type 3.2: Witnessed Material Test Certificate. Same as 3.1 but tests, including sampling
and traceability of sample, have been witnessed by a recognized certification agency.
The items shall be stamped with the symbol of the certification agency.
Type 3.1 (and 3.2) must contain PO/work order number, batch/lot number etc.
2015 Herv Baron

Which type of certificate is requested for what?

Certificate

HERVE
BARON

Non pressure containing parts

EN 10204
Type 2.1: Declaration of conformity. Issued by the Supplier. Certifies that the product
complies with the requirements of the order. Does not contain any test results (2.1) or
contains non-specific test results (2.2).
Type 3.1: Material test certificate. Issued by the Supplier. Contains specific test results.
Tests are done on the material itself or a sample of it. The tests have been done by an
organization independent from the supplier.
Type 3.2: Witnessed Material Test Certificate. Same as 3.1 but tests, including sampling
and traceability of sample, have been witnessed by a recognized certification agency.
The items shall be stamped with the symbol of the certification agency.
Type 3.1 (and 3.2) must contain PO/work order number, batch/lot number etc.
2015 Herv Baron

Certificate

HERVE
BARON

Pressure containing parts

EN 10204
Type 2.1: Declaration of conformity. Issued by the Supplier. Certifies that the product
complies with the requirements of the order. Does not contain any test results (2.1) or
contains non-specific test results (2.2).
Type 3.1: Material test certificate. Issued by the Supplier. Contains specific test results.
Tests are done on the material itself or a sample of it. The tests have been done by an
organization independent from the supplier.
Type 3.2: Witnessed Material Test Certificate. Same as 3.1 but tests, including sampling
and traceability of sample, have been witnessed by a recognized certification agency.
The items shall be stamped with the symbol of the certification agency.
Type 3.1 (and 3.2) must contain PO/work order number, batch/lot number etc.
2015 Herv Baron

Certificate

HERVE
BARON

EN 10204
Type 2.1: Declaration of conformity. Issued by the Supplier. Certifies that the product
complies with the requirements of the order. Does not contain any test results (2.1) or
contains non-specific test results (2.2).
Type 3.1: Material test certificate. Issued by the Supplier. Contains specific test results.
Tests are done on the material itself or a sample of it. The tests have been done by an
organization independent from the supplier.
Type 3.2: Witnessed Material Test Certificate. Same as 3.1 but tests, including sampling
and traceability of sample, have been witnessed by a recognized certification agency.
The items shall be stamped with the symbol of the certification agency.

2015 Herv Baron

Critical items, such as special steels, critical service etc, or in case of doubt
on the quality control system of the supplier

HERVE
BARON

Certificate

What type of
certificate
is this?

2015 Herv Baron

HERVE
BARON

Material requisition / Annex

2015 Herv Baron

HERVE
BARON

Material requisition / Annex

2015 Herv Baron

HERVE
BARON

Material Requisition / Annex

2015 Herv Baron

HERVE
BARON

Vendor documents

2015 Herv Baron

HERVE
BARON

Vendor documents

2015 Herv Baron

Equipment / Mechanical
Quiz

HERVE
BARON

Give another name for each of the following type of heat

exchanger:

Finned tube

PFHE

2015 Herv Baron

Equipment / Mechanical

HERVE
BARON

WRAP-UP !
Documents issued by Equipment discipline:
Mechanical Data Sheet
Specification (General / Particular)
Material Requisition

Another document is issued by the Equipment discipline, which

one?
2015 Herv Baron

Equipment Mechanical

HERVE
BARON

Which documents are issued to

Specify
Inquire
Equipment?

2015 Herv Baron

Select

HERVE
BARON

Bid technical evaluation

Requirements

Supplier 1

Supplier 2

2015 Herv Baron

HERVE
BARON

Equipment / Mechanical

What is the work of the Equipment engineer after the purchase order is
placed?

2015 Herv Baron

HERVE
BARON

Equipment / Mechanical

What is the work of the Equipment engineer after the purchase order is
placed?
Review of vendor documents

2015 Herv Baron

HERVE
BARON

Equipment / Mechanical

What is the work of the Equipment engineer after the purchase order is
placed?
Review of vendor documents

2015 Herv Baron

HERVE
BARON
Scope of supply: counter
flange to be supplied by
vendor, as per contractual
specification

Equipment / Mechanical
Decision during a clarification meeting
with vendor, for instance to allow
maintenance

Comments on Instrument
numbering and
installation: Vendor P&ID
shall use the same
nomenclature than
projects P&ID

2015 Herv Baron

Missing information: setting pressure of

PCV shall be indicated on P&ID

HERVE
BARON

Equipment / Mechanical

2015 Herv Baron

HERVE
BARON

Equipment / Mechanical

What is the work of the Equipment engineer after the purchase order is
placed?
Review of vendor documents
Coordination with other disciplines

2015 Herv Baron

HERVE
BARON

Equipment / Mechanical

What is the work of the Equipment engineer after the purchase order is
placed?
Review of vendor documents
Coordination with other disciplines. There are many interfaces

2015 Herv Baron

HERVE
BARON

Interfaces
Which engineering data is
exchanged with the Vendor
of a column?

2015 Herv Baron

Interfaces

HERVE
BARON

Which engineering data is exchanged

with the Vendor of a column?
Discipline

Provider

Receiver

Piping

2015 Herv Baron

Nozzle elevation, Nozzle

orientation, loads exact
position
Plant layout
Elevation
&
position
of
manholes, height
of skirt/support
Civil
Platform supports Loads on
(location and load) foundation
Piping supports Pipe
support
location
Instrumentation Elevation of level
connections
Internals vendor Internals supports
Electrical
Earthing lug /
lightning lug

Equipment / Mechanical

HERVE
BARON

Other Engineering disciplines /

Project functions will also be
involved.
Discipline
Involvement
Materials/Corrosion Review materials,
coating, insulation
cathodic protection
Inspection
Tests, NDE, RBI
Reviews, site assembly,
heavy lifts

Safety

Passive fire protection on

column skirt

2015 Herv Baron

Construction

HERVE
BARON

The Oil & Gas Engineering Guide

A unique synthetic overveiw of Engineering...

2015 Herv Baron

HERVE
BARON

The Oil & Gas Engineering Guide - 2nd edition

Table of Contents

2015 Herv Baron

HERVE
BARON

The Oil & Gas Engineering Guide - 2nd edition

Table of Contents

This suite of training modules

covered
the
discipline
chapters of the book...

2015 Herv Baron

HERVE
BARON

The Oil & Gas Engineering Guide - 2nd edition

Table of Contents

The Guide contains much more:

The overall picture, interfaces,
methods & tools, etc.
2015 Herv Baron

HERVE
BARON

The Oil & Gas Engineering Guide - 2nd edition

Table of Contents

2015 Herv Baron

HERVE
BARON

The Oil & Gas Engineering Guide - 2nd edition

Table of Contents

2015 Herv Baron

HERVE
BARON

The Oil & Gas Engineering Guide - 2nd edition

Table of Contents

2015 Herv Baron

HERVE
BARON

The Oil & Gas Engineering Guide

2nd edition
Order direct from the publisher:
http://www.editionstechnip.com/en/catalogu
e-detail/1111/oil-gas-engineering-guidethe.html

2015 Herv Baron