Section 2 — Documentation Requirements

Supplemental Requirements for

IPE Engineering Practice IPE-EP-2-3-3

Document number: IPE-EP-2-3-3 · Section: 2 — Documentation Requirements

SCOPE

This Practice covers the requirements for equipment, piping, and instrument symbols to be used on piping and instrumentation diagrams (P&ID’s), process flow diagrams (PFD’s) and instrument loop drawings.
Any deviation to this Practice must be approved by the procedure described in EP 1–1–3.
An asterisk (*) indicates that a decision by the Owner or Owner’s Engineer is required.

2.0 REFERENCES

The latest edition of the following publications are referred to herein.

STANDARDS AND PUBLICATIONS

DEFINITIONS

ANSI - American National Standards Institute
API - American Petroleum Institute
CAD Supervisor - Inflection Point Engineering, LLC employee responsible for all CAD services and drawings at each plant.
Instrument Loop Drawings - A drawing that shows all the hardwire and softwire, instruments junction boxes, and console or panel connections necessary for a control loop.
Item (Equipment) Number - This number is the identification number for equipment. Typically, this number is site–specific. This number is equivalent to a Property Record (PR) numbering system used at various sites. Either Item Number or PR number may be used as applicable to local custom.
ISA - Instrument Society of America
Owner - Inflection Point Engineering, LLC
Owner’s Engineer - A Inflection Point Engineering, LLC appointed engineer.
P&ID - Piping and Instrumentation Drawing. A drawing that shows ALL equipment, piping, and instrumentation necessary for a given process.
PFD - Process Flow Drawing. A drawing that shows only the major equipment, piping, and instrumentation necessary to describe the process.

Property Equipment (PR) - This number is the identification number for equipment. Typically, this number is site–specific. This number is equivalent to an Item (Equipment) Number used at various sites. Either PR number or Item Number may be used as applicable to local custom.

GENERAL

This Practice contains a general symbol library and seed files. The symbols have been selected from widely used national and industry standards. If additional symbols are required for a particular project, IPE review and approval as per EP 1–1–3 is required.
The Owner’s symbol library is on the AutoCAD. A diskette can be provided upon request, from the Owner’s Engineer. Copies of the symbol cells are shown in the figures located in the back of this Practice.
Copies of the AutoCAD seed files on diskettes will be furnished by the Owner upon request.
A legend of graphic and text symbols shall be developed using the symbols shown in Figures 1 through Figure 4 for each site.
Text shall be shown per Table 1.

DRAWING TYPES

Piping and Instrumentation Drawing (P&ID)
The P&ID shall be 24” x 36”.
In general, all rotating equipment (pumps, compressors, blowers, etc.) shall be located near the bottom 1/3 of the drawings.
All other equipment (drums, vessels, exchangers, condensers, etc.) shall be located near the top 2/3 of the drawing.
All process piping lines shall enter or leave the drawing from the left or right edges of the drawing. Process piping lines are not permitted to be drawn that enter or leave the drawing from anywhere other than the left or right edges of the drawing.
Lines entering a drawing unit shall have the drawing unit referenced from where it came from and PR or item number included in reference. Lines leaving the drawing unit shall reference the drawing to where the line is going.
Whenever practical, all equipment related to a tower, drum or vessel shall be located on the same drawing (or be referenced) as the tower, drum, or vessel. However, equipment shall not be duplicated between drawings.
All instrument symbols, identification and nomenclature shall conform to ISA–S5.1 and ISA– S5.3 and EP 12–1–1.
The instrument tag number shall be a maximum of four alpha letters, derived from Tables 1 and 2 of ISA–S5.1, and a maximum of five digits.
Equipment shall also include the additional information as shown in Table 3.

As a minimum, the process and mechanical equipment information shall be shown on the P&ID as per Table 2 and Table 3.
Appropriate AutoCAD layers and colors are shown in Table 4.
Supplemental Instrument Loop, P&ID, and PFD Symbols shall be site–specific and shown per Table 5.
Equipment identification (PR#) and names are site–specific and will be specified by the Owner’s Engineer.
Supplemental information to be included with control valve, safety valve, and analyzer symbols are shown in Table 6.
Process Flow Drawing (PFD)
During the preliminary design, the process material balance and energy balance may be provided on separate sheets with the reference drawing number.
After the process design is approved, the process material balance and energy balance shall appear on the approved PFD.
As a minimum, process and mechanical equipment information shall be shown as noted for PFD’s in Table 2 and Table 3.
The PFD shall be 24” x 36”.
The general layout, symbols, and nomenclature used on the PFD is the same as for a P&ID. (Refer to Section 5.1.)
Instrument Loop Drawings
An instrument loop drawing shall be 11” x 17”.
(*)Specific details for loop drawings shall conform to EP 12–1–1. Additional details are site– specific and shall be provided by the Owner’s Engineer.

6.0 TABLES

TABLE 1

TEXT STANDARDS FOR AUTOCAD DRAWINGS

Drawing Type	Text Width Factor	Minimum Text Height	Notes	Standard File(4)
P&ID	0.75	1/8”	(1), (2), (5)	PID.DWG
PFD	0.75	1/8”	(1), (2), (5)	PFD.DWG
Instrument Loop	0.75	1/8”	(1), (3), (5)	LOOP.DWG

NOTE:

All size variables set for 1” = 1” File.
Drawing size is 24” x 36” for IPE format with attributes.
Drawing size is 11” x 17” for IPE format with attributes. Format is divided into areas for field and panel.
When starting a new drawing use the appropriate file name as your copy or prototype file.
See EP 2–3–1 for text styles.

TABLE 2

PROCESS AND MECHANICAL P&ID DETAILS

Equipment	Primary Identification	Detail Required(1)
Vessels/ Drums	Name PR and/or Item # Size (Overall dimensions, inside diameter, tangent to tangent) Design Temperature and Pressure	Elevation of bottom tangent line above grade Vessel Internals: Type and number of trays in towers Type of internals in drums Insulated or not (include insulation code) Refractory lined or not Vessel trim
Reactors	Name PR or Item # Size (ID X T–T) Bed Depth Design Pressure and Temperature Maximum or P across bed	Catalyst type Insulated or not (include insulation code) Refractory lined or not Vessel trim
Heat Exchangers	Name PR or Item # Surface Area Design Pressure and Temperature Duty Allowable Differential Pressure	For Condensers and Reboilers, show elevation above grade. Insulated or not (include insulation code)
Fired Heaters	Name PR or Item # Coil Outlet Temperature Duty Maximum Outlet Temperature	Insulated or not Refractory
Boilers	Name PR or Item # Steam Capacity Design Pressure Superheater Outlet Temperature	----

TABLE 2

PROCESS AND MECHANICAL P&ID DETAILS (Cont’d)

Equipment	Primary Identification	Detail Required(1)
Cooling Towers	Name PR or Item # Waterside Throughput (Operating) Inlet and Outlet Water Temperatures	----
Tanks	Name PR or Item # Size (diameter x height) Net Capacity Type (floating roof, cone roof, etc.)	Surface area of any heaters Number and type of agitators or other mixing devices Capacity
Pumps/ Compressors	Name PR or Item # Rated Capacity Delta Pressure (P) Specific Gravity Type of Driver PR or Item # of Driver Horsepower Rating	Warm–up (or cool–down) piping Cooling water piping arrangement Flushing piping arrangement Casing vent and drain piping Indicate drilled check valves, bypass piping, strainers, pressure relief valves
Steam Turbines	Name PR or Item # Steam Inlet Pressure & Temp. Steam Outlet Pressure & Temp.	Warm–up piping Washing facilities Strainers, traps, and drains
Motors	Name PR or Item # Horsepower Rating Type Voltage	----

TABLE 2

PROCESS AND MECHANICAL P&ID DETAILS (Cont’d)

Equipment	Primary Identification	Detail Required(1)
Piping	<Refer to EP 5–1–5> Line size and rating (flange rating) Line number Piping material classification (symbol) Valve size if other than line size Each drawing shall include(2): Description of process or utility media entering and leaving (symbol) Flow rate of process media entering and leaving Continuous reference to subsequent drawings	Bleeds associated with valves or between double block valves Chemical cleaning and flushing connections: Sample connections (indicate any heaters or coolers) Process drain and vent piping Temporary strainers and safety shields Utility Stations and Safety Showers(3) Location of “Figure-8”, Hamer, or other permanent blinds Line slope Car sealed valves Identification of valves for emergency isolation or shutdown, liquid pulldown, or vapor blowdown services Insulation or not (include insulation code)
Belt Conveyor	Rated Capacity Length Width Vertical Rise/Drop	Elevation of head pulley
Screw Conveyor or Feed	Rated Capacity Length Screw Diameter	-----

NOTE:

The information for pumps, compressors, and turbines shall be located at the bottom of the drawing under the appropriate equipment. The information for vessels, exchangers, tanks, columns, reactors, etc. shall be located at the top of the drawing over the appropriate equipment.
Applies to PFD’s only.
Applies to Utility Flow Diagrams only.

TABLE 3

P&ID EQUIPMENT IDENTIFICATION

Equipment	Primary Identification	Units of Measure
General	Temperature	F
	Pressure Area	PSIG FT2
	Specific gravity (gas/liquid)	None
	Size	FT - IN
	Depth	FT - IN
	Length	FT - IN
	Width	FT - IN
Heat Exchangers and Fired Heaters	Duty	MMBTU/HR
Boilers	Capacity (steam)	LB/HR
Cooling Towers	Water Throughput	GPM
Tanks	Capacity	gal or bbs (as appropriate)
Pumps	Capacity	GPM
Compressors	Capacity	SCFM

TABLE 4

P&ID, PFD & LOOP AUTOCAD LAYERS

Layer Name	Description	Color	Line Type	WT
Process	Process lines & text	Green	Cont.	.02
Fire	Firewater lines & text	Red	Cont.	.02
Air Water Steam	Air lines & text Water lines & text Steam/Condensate Lines	Blue Blue Red	Cont.	.02
Gas	Gas lines & text	Mag	Cont.	.02
Equipment	Equipment lines & text	Yel	Cont.	.02
Chemical	Caustic/Chemical lines & text	Cyan	Cont.	.02
Instrument	Instrumentation lines	White	Cont.	.02
Text	Other text	White	Cont.	.02
General	IPE format lines Safety–Process Hazard Information Cutlines	White	Cont.	N/A

TABLE 5

P&ID, PFD & INSTRUMENT LOOP SYMBOLS REFERENCES

Site:	Reference Figures:
Plant	1A through 1K

TABLE 6

P&ID, PFD & INSTRUMENT LOOP SYMBOLS REFERENCES

Instrument	Details Required
Control Valve	Size Failure position Bypass (if required)
Safety Valve	Inlet/Outlet size Orifice size Set point pressure Relief outlet destination
Analyzer	Component Component ranges

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