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VOLUME
1
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I-
Practical MachineryManagement
for
Process
Plants
VOLUME
d
THIRD EDITION
Improving
Machinery
Practical MachineryManagement for Process Plants:
Volume
1:
Improving Machinery Reliability, 3rd edition
Volume
2:
Machinery Failure Analysis and Troubleshooting, 3rd edition
Volume
3:
Machinery Component Maintenance and Repair, 2nd edition
Volume
4:
Major Process Equipment Maintenance and Repair,
2nd
edition
Other Machinery Engineering Texts from the Same Author:
Introduction to Machinery Reliability Assessment, 2nd edition
Reciprocating Compressors: Operation and Maintenance
I
Practical MachineryManagement
for
Process Plants
I
Improving
Machinery
Reliability
Heinz
P.
Bloch
Gulf Professional Publishing is an imprint of Elsevier Science
Copyright
0
1982, 1988, 1998 by Elsevier Science
(USA).
All rights
reserved.
Originally published by Gulf Publishing Company, Houston,
TX.
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Library
of
Congress Cataloging-in-Publication Data
Bloch, Heinz
P.,
1933-
Improving machinery reliability
/
Heinz
P.
Bloch.
-
3‘d ed.
Includes bibliographical references and index.
p.
cm. -(Practical machinerymanagement for process plants; v. 1)
ISBN
0-88415-661-3
(alk. paper)
1. Machinery-Reliability.
I.
Title.
II.
Series: Bloch,
He&
P., 1933-
Practical machinerymanagement for process plants. 31d ed.
;
v. 1.
TJ153.B58 1998
621.8’1-dc21 98-26184
CP
The
publisher offers special discounts
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For information, please contact:
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For information
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10
9 8 7 6
5
4 3
2
Printed
in
the United States of America.
Contents
Preface
x
Introduction
xx
1
Requirements Specification
1
Industry Standards Available for Major Machinery in Process Plants,
1;
How to Deal with the Typical API Data Sheet,
2;
Narrative
Specifications Lead
to
Better Machinery,
15;
Considering Uprateability
and Low Failure Risk, 21; Auxiliary Systems for Turbomachinery: The
Systematic Approach, 24; Dealing with Deviations from the
Specification, 34; Specifying Machinery Documentation Requirements,
37; Conclusion,
5
1
2
Vendor Selection and Bid Conditioning
53
Selecting Major Machinery Vendors, 53; Applying and Reviewing
Machinery Reliability Improvements Derived from Modern
Electronics, 54; Selecting a Pump Vendor, 64; Bid Tabulation and Bid
Conditioning: An Overview, 76; Reference, 8
1
Audits Versus Reviews,
82;
Where to Concentrate Audit and Review
Efforts,
82;
Rotordynamic Design Audits, 83; Auditing and Reviewing
Centrifugal Compressors, 125; Auditing and Reviewing Steam Turbines,
135; Evaluating Major Reciprocating Compressors, 139; Reliability
Review for Centrifugal Pumps, 146; Significant Differences in Bearings
and Bearing Housings, 156; Marginal Lubrication: A Factor in Pump
Failures,
160;
Applying Roller Bearings
in
Centrifugal Pumps, 168; How
Much
Oil
Is
Enough?, 171; Bearing Selection Can Make a Difference,
172;
Air
Cooling Provisions for Bearing Housing-How
Good?
173;
Stuffing Box Cooling
Is
Not Usually Effective, 174; Pumps for Handling
Entrained Gases, 176; Selection Criteria for Zero Emission Pumps, 178;
Design Appraisals for Special-Purpose Gearing, 18 1; Evaluating Cooling
Tower Fans and Their Drive Systems, 200; Reliability Reviews
in
Uprate
Situations, 203; Reliable Shaft-Hub Connections for Turbomachinery
Couplings, 213; How to Keep Track of Reliability Review Tasks,
224;
Machinery Reliability Audits for Existing Plants, 224; References, 238
3
Machinery Reliability Audits and Reviews
82
V
4
Maintenance and Benchmarking Reliability
.
.
.
. .
.
.
.
242
Maintenance Measurement, 242; Organize to Manage Reliability, 249;
Maintenance Cost vs. Replacement Asset Value: Another Maintenance
Spending Benchmark, 257
5
Life Cycle Cost Studies
. .
. . .
. . . . . . .
.
,
.
. .
.
.
.
.
. . .
.259
Simplified Life Cycle Cost Estimating, 259; Life Cycle Cost
Assessment: The Rigorous Method, 272; Summary,
3
10;
References, 3
10
6
Extending Motor Life in the Process
Plant Environment
.
,
.
.
. . .
.
.
.
. .
.
.
. .
.
,
.
. . .
.
.
.
. . .
,313
Squirrel-cage Motors Are Most Prevalent, 3 14; Motor Insulation
Systems, 3 14; Insulation Classification, 3 15; Ambient Plus, 3
15;
A
Bank of Motor Life, 3 17; Running Cooler-A Relative Term, 3
18;
Thermal Cushion, 3 19; Enclosures, 3 19; Standard,
but
Different, 3 19;
Learning from Failures, 320; More about Thermal Loading, 320;
Economics of Oversizing, 321; Keep Bearings
in
Mind, 323; Motor
Mounting Basics, 325; Motor System Tuneup, 326; Pumping and
Piping, 326; Power Points, 326; Over-Current Insurance, 327; Motor
Life Insurance Terms, 328;
Notes,
328
7
Equipment Reliability Improvement through
Reduced Pipestress
.
. .
. . . .
,
.
.
.
,
. .
. . .
,
m
.
.
. . .
,329
Allowable Load, 33
1
;
Excessive Flexibility, 333; Theoretical
Restraints, 334; Expansion Joints, 335; Other Practical Considerations,
337; References, 338
8
Startup Responsibilities
.
.
. . .
m
.
.
. .
.
. . . .
.
.
.
.
.
.
.
.339
Summary
of
Startup Preparations for Process Plant Machinery, 339;
Machinery Startup Review Tasks, 342; Machinery Startup Reporting
Structure, 344; Documentation for Effective Tracking of Progress, 348;
Vendor Assistance and Outside Facilities, 359; Consultants
and
Contract Assistance. 359
9 Spare Parts and Their Effect on Service Factors
. . . .
361
Spare Parts Philosophies, 361; Spare Parts Storage and Retrieval, 361
;
Spare Parts Documentation, 363
10 Maintenance for Continued Reliability
.
.
.
.
.
,
. . . .
.
.
.
365
Modern Maintenance Approaches and when
to
Apply Them, 365;
Maintenance Management Options, 374; Detailed Task Descriptions
vi
Improve Maintenance Effectiveness, 380; Machinery Turnaround
Planning, 394; Turnaround Scope Development through Reliability,
Availability, and Maintainability Analysis, 401
;
Effective Maintenance:
Preventive or Predictive?, 41 6; Preventive Versus Predictive
Maintenance for Typical Centrifugal Pumps, 421; How
to
Be a Better
Maintenance Engineer, 429; The Role of the Maintenance Engineer
in
the Knowledge Age, 43
I;
References, 432
11
Maintenance Cost Reduction
.434
Eliminating Cooling Water from General-Purpose Pumps and Drivers,
434; Economics of Dry-Sump Oil-Mist Lubrication for Anti-friction
Bearings, 440; Gear Couplings Versus Non-lubricated Couplings, 45
1
;
Elastomeric Couplings, 457; Quantifying the Reliability Impact of
Laser Alignment Techniques, 461
;
Quantifying Impact, 470;
Why
and
How
to
Monitor Centrifugal Pump Condition, 477; References,
483
12 Lubrication and Reliability
.485
Methods and Criteria for Lube-Oil Purification, 485; Cost Justification
and Latest Technology for the On-Stream Purification of
Turbomachinery Lube Oil, 49
1
;
Synthetic Lubricants and Reliability
Improvement, 503; Vibration Performance Improved with Synthetics,
5
15; Automatic Grease Lubrication as a Reliability Improvement
Strategy,
517;
References, 525
13
Providing Safety and Reliability through Modern
Sealing Technology
,527
API Standard 682,528; Low-Emission Single Seal Design, 531; Dual
Seal Arrangements, 543; Compact Gas Seal Technology for Pumps,
550;
The
Reliability Impact of Special Seals for Non-Pump
Applications,
558;
Specialty Seals for Non-Pump Applications,
565;
Dry
Gas
Compressor Seals, 58
1;
Warding off Equipment Reliability
Setbacks:
A
Postscript, 593; References, 598
AppendixA
600
Useful and Interesting Statistics
AppendixH
.609
Common Sense Reliability Models
Index
668
vii
[...]... debated at the highest levels of management, business forecasts are studied, and thousands of questions are asked and answered before the machinery engineer is given his first opportunity to prepare an inquiry document for major machinery or detailed purchase specification packages for all the machinery in a process plant To the superficial observer, the job of specifying machinery would seem rather routine... the only way to achieve maximum performance at an affordable cost Asset management and maintenance are not well served by going through the same process There is movement toward open systems in the maintenance and asset management areas The activity accomplishing this valuable objective is called MIMOSA, the Machinery Information Management Open Systems Alliance.'o I I In summary, gaining maximum value... the very top of an enterprise And this likely requires education Education for plant management, senior corporate, and financial management is necessary to illuminate the potential and benefits to be derived from optimized maintenance Education should focus on ways to build the compelling vision of how equipment-asset management can and must contribute to twenty-first century success Profit-centered... Standards Available for Major Machinery in Process Plants Table 1- 1 represents a listing of presently available API (American Petroleum Institute) standards These specifications were developed by panels of user engineers to define petrochemical process plant machinery in a professional fashion Wherever possible, API standards should become the focal point document in machinery specifications for process... Schenk-Trebel, a world-class manufacturer of balancing machinery, major machinery- repair and manufacturing facilities are pursuing selfsufficiency by acquiring at-speed balancing facilities For example, Hickham Industries, Inc., LaPorte/Houston, Texas, began operating an “at-speed” facility in August 1996 Figure 1-4 illustrates the facility’s huge size Turbomachinery rotors are installed and removed by an... spare parts and personnel requirements are constructed from this information e Benchmark measures such as mean-time-between-repair (MTBR) and availability are valuable management information Information required for executive and financial management includes cost-perunit output, return on assets, life cycle costs, and operating profitability These, and other measures, are needed to measure effectiveness,... vital management reports automatically is a crucial requirement of an information system An expert should examine crucial information prior to transmittal and have the opportunity to add interpretation and editorial comments However, the expert should not have to perform manual data gathering The days when time was available to compile information from multiple sources and correlate it manually for management. .. those of others whose personal and/or company names are mentioned in footnotes and captions are gratefully acknowledged Heinz P Bloch, I? E ix Introduction The View of an Advocate for Change* Machinery reliability management in the process industries can be divided into three phases: equipment selection and pre-erection reliability assurance, preparation for effective startup, and post-startup reliability... well-planned machinery reliability enhancement, maintenance optimization, and life-cycle cost justification Within this process, maintenance must be directed toward eliminating problems and safely reducing the need for maintenance Perceptions must change Improving equipment reliability at the very inception of a project, demanding quality during installation, and focusing on lifetime equipment management. .. Maintenance Tasks,” Proceedings; Vibration Institute 19th Anniial Meeting, June 1995, 69-75 5 John Hawkins, “Consolidating Asset Management, ” Minutes o Sixth f MIMOSA Meeting, available on the Internet at: http://www.hsb.com/ pcmlmimosd mimosa.htm1 6 John S Mitchell, “Maintenance and Machinery Information-The Future,” Sound & Vibration, February 1996 7 John S Mitchell, “Condition Monitoring-A Vision for the .
I
ffl
I-
Practical Machinery Management
for
Process
Plants
VOLUME
d
THIRD EDITION
Improving
Machinery
Practical Machinery Management for. Compressors: Operation and Maintenance
I
Practical Machinery Management
for
Process Plants
I
Improving
Machinery
Reliability
Heinz
P.
Bloch
Gulf