SPECIAL-PURPOSE COUPLINGS FOR GENERAL PROCESS SERVICES

DECEMBER 1992

PAGE 1 OF 8

EGE 15-B-13 1992

TABLE OF CONTENTS 1. 2. Scope References 3. 4. General Modifications to API Standard 671

1. SCOPE This Guide covers the minimum requirements for special-purpose couplings that are intended to transmit power between the rotating shafts of two pieces of equipment. 2. REFERENCES The following publications form a part of this Guide. Unless otherwise specified herein, use the latest edition.
Mobil Engineering Guides EGE 00-C-4 EGE 15-D-13 Equipment Purchases General Engineering Requirements Special-Purpose Coupling Data Sheet (a and b)

API (American Petroleum Institute) Standard Std 671 Special-Purpose Couplings for Refinery Services

3. GENERAL 3.1 Special-purpose couplings shall conform to API Standard 671, except as modified in Section 4 of this Guide. 3.2 The supplier shall comply with the requirements of EGE 00-C-4.

3.3 Where couplings are being retrofitted to an existing application, the requirements of Appendix G of this Guide shall also be applicable. 3.4 In case of conflict between API Standard 671, this Guide, and EGE 15-D-13, the Data Sheet shall govern. 3.5 Prototype couplings are not acceptable. All coupling models that are purchased shall have at least two years of field experience at similar torques and speeds. The coupling supplier shall submit installation data, including references. 3.6 In this Guide, the term "coupling purchaser" shall denote the equipment supplier with unit responsibility.

MOBIL ENGINEERING GUIDE EGE 15-B-13 1992

PAGE 2 OF 8 DECEMBER 1992

4. MODIFICATIONS TO API STANDARD 671 The following items are amendments to API Standard 671. The section and paragraph numbers refer to those given in that standard.
SECTION 2 BASIC DESIGN

Paragraph 2.1.1 (Substitution)

The supplier shall furnish couplings with the maximum practical service factor, considering torque transmitted by the coupling, overhung moment, speed, and lubrication. The coupling, coupling-to-shaft junctures, and machinery shafting shall be capable of continuous operation at a torque determined by the following equation, using the power and speed parameters that generate the maximum continuous torque:

Ts
In SI units,

' 63,025 (P) (SF)

N

Ts
Where:
Ts P N SF = = = =

' 9,549 (P) (SF)

N

torque used to make the coupling selection, in inch-pounds (N-m). input power required by the driven machine in horsepower (kilowatts). speed in revolutions per minute. experience factor as specified in Table 1 of this Guide, derived to cover off-design operation, equipment fouling, unequal load sharing, etc., not readily definable.

The purchaser will specify the expected magnitude, nature, and number of occurrences of transients to which the coupling, coupling-to-shaft junctures, and shafting shall be capable of transmitting without damage. The coupling, coupling junctures, and shafting shall also be designed to withstand the instantaneous peak torques listed in Table 1 of this Guide without damage. The supplier shall state the coupling design rating (in horsepower per 100 revolutions per minute). The coupling size selection shall be submitted for approval.

Paragraph 2.1.3 (Addition)

The coupling shall be designed to allow easy removal of the spacer without disturbing equipment alignment and without the use of C-type clamps for compressing flexible elements.

MOBIL ENGINEERING GUIDE

DECEMBER 1992 PAGE 3 OF 8

EGE 15-B-13 1992

TABLE 1 EXPERIENCE FACTORS/INSTANTANEOUS PEAK TORQUES Driver Type Steam turbines: Centrifugal applications Reciprocating applications Gas turbines Reciprocating engines Motors: Induction Synchronous Other: Extruder/Gear 2.0 3 maximum continuous torque 1.75 1.75 3 maximum continuous torque 5 maximum continuous torque 1.50 1.75 1.50 1.75 2 maximum continuous torque 3 maximum continuous torque 2 maximum continuous torque 3 maximum continuous torque SF* Instantaneous Peak Torque

*Should reasonable attempts to achieve the specified experience factor fail to result in a coupling weight and subsequent overhung moment commensurate with the requirement for rotor dynamics of the connected machines, a lower factor may be selected by mutual agreement of the purchaser, supplier, and Mobil. The selected value shall not be less than 1.25.

Paragraph 2.1.6 (Substitution)

Based upon the environment specified in EGE 15-D-13, the supplier shall advise the purchaser when material limitations require protection such as an inert gas purge. Oil mist purging is not permitted.

Paragraph 2.1.8.1 (Purchasers Choice)

Keyed hubs shall require Mobil approval.

Paragraph 2.1.8.2 (Substitution)

The surface finish of the hub bore shall be 32 microinches (0.81 micrometers) arithmetic average roughness (Ra) or better.

Paragraph 2.1.8.4 (Substitution)

The design of the hub-to-shaft fit shall incorporate the following: (a) Tapered bore-hub shrink interference shall be between 0.0015 and 0.002 in./in. of bore diameter.

(b) For shaft ends of 101.6 mm (4 in.) diameter and less, the coupling taper shall be one degree (included angle). See API Standard 671, Appendix C. (c) For shaft ends greater than 101.6 mm (4 in.) in diameter, the coupling taper shall be 41.7 mm/m (1/2 in./ft) (diametral). See API Standard 671, Appendix C.

Paragraph 2.1.9.1.5 (Addition)

The retaining nut shall be staked to the shaft end with a nylon inserted locking set screw. Shaft-end and retaining-nut threads shall be designed to withstand at least twice the stress that results from the force

MOBIL ENGINEERING GUIDE EGE 15-B-13 1992

PAGE 4 OF 8 DECEMBER 1992

tending to push the hub down the taper, based on the maximum possible hydraulic mounting pressure. The maximum hydraulic mounting pressure is the maximum rating of the hydraulic pump provided by the coupling purchaser.

Paragraph 2.1.9.1.6 (New Paragraph)

All O-rings used with hydraulically mounted hubs shall be fitted with a pressure backup ring to prevent O-ring extrusion. All O-ring elastomers shall be Viton.

Paragraph 2.1.13 (Addition)

The concentricity tolerances of 2.1.10 shall apply to all surfaces.

Paragraph 2.3.5 (Addition)

Oil mist cooling of flexible couplings is not permitted.

Paragraph 2.3.7 (New Paragraph)

Shims shall be designed so that they are positively centered by the adjoining coupling flanges.

Paragraph 2.5.1.1 (Addition)

Adjustment of the balance limits as noted in this paragraph requires prior Mobil approval.

Paragraph 2.5.2.2, First Sentence (Substitution)

Residual unbalance checks shall be performed on components of couplings regardless of speed.

Paragraph 2.5.2.2 (Addition)

When more than one coupling is ordered, residual unbalance checks of the coupling assembly and balance machine system shall be checked after four couplings are balanced. However, if the schedule between coupling balance checks exceeds 30 days, the coupling assembly and balance machine system shall be checked regardless of the number of couplings.

Paragraph 2.5.2.4, First Sentence (Purchasers Choice)

An assembly balance shall be performed, and the components shall be match marked.

Paragraph 2.5.2.5, First Sentence (Purchasers Choice)

The coupling shall be checked after the assembly balance to ensure that the assembly balance can be repeated.

Paragraph 2.5.3, First Sentence (Purchasers Choice)

Balance holes are not allowed without Mobil approval.

MOBIL ENGINEERING GUIDE

DECEMBER 1992 PAGE 5 OF 8

EGE 15-B-13 1992

SECTION 3 ACCESSORIES

Paragraph 3.1 (Purchasers Choice)

The coupling purchaser shall furnish the necessary pump(s), hose and fittings, pressure gages, instructions on mounting fixture tools, and a recommendation as to the hydraulic fluid required for the installation and removal of hydraulically fitted coupling hubs. The tubing or hose fittings that are employed should be of the standard type that is readily available at normal supply houses.
SECTION 4 MANUFACTURING QUALITY, INSPECTION, TESTING, AND PREPARATION FOR SHIPMENT

Paragraph 4.1.2, First Sentence (Addition)

Repair of defects in the torque-transmitting parts shall not be undertaken without Mobil approval.

Paragraph 4.2.4 (Purchasers Choice)

Participation in coupling inspection and testing shall be as noted in EGE 15-D-13 Data Sheets.

Paragraph 4.4.1, First Sentence (Purchasers Choice)

All axial natural frequencies of fully assembled, flexible-element couplings shall be determined by test throughout the allowable range of coupling deflection.
SECTION 5 VENDOR'S DATA

Paragraph 5.1.1, Subparagraph g (Substitution)

g. A statement that the coupling model offered has had at least two years field experience at similar torques and speeds.

Paragraph 5.2.4.2, Subparagraph d (New Paragraph)

d. A calculation, or diagram, showing direction and magnitude of shaft(s) axial and radial growth for all operating conditions, complete with a schematic of the shaft anchor points (thrust bearings) and equipment anchor points. The coupling selected for each shaft connection shall have maximum allowable axial growths that are at least 20 percent in excess of calculated growth values. These values shall be shown. All the aforementioned data shall be submitted by the coupling purchaser to Mobil for approval.
APPENDIX E COUPLING GUARDS

Paragraph E.2.1 (Purchasers Choice)

The coupling purchaser shall design and provide the coupling guard, which shall incorporate the following features.

MOBIL ENGINEERING GUIDE EGE 15-B-13 1992

PAGE 6 OF 8 DECEMBER 1992

(a) A completely enclosed coupling guard shall be provided, designed for either a dry or a continuous lube coupling so that guard skin temperature does not exceed 65C (150F) at maximum continuous speed. The guard shall be connected on the fixed end by a minimum of four bolts. (b) A minimum of two 1-inch flanged vent connections with filter breather caps attached shall be included in the guard design. (c) The guard shall be axially split in such a manner that it can be removed without dismantling any other parts of the driver or driven machine. Segmented O-ring seals shall not be used. (d) The guard shall be designed with sufficient internal baffling to ensure that skin temperatures are minimized and that oil is adequately drained. (e) The guard shall be designed to accommodate thermal expansion without oil leakage. As a minimum, the guard expansion joint is to include a double O-ring groove seal design.

Paragraph E.2.4 (Addition)

Removal of the coupling guard shall allow for inspection of flexible members of the coupling without disassembly of the coupling.

Paragraph E.2.7 (Purchasers Choice)

Unless otherwise specified, the coupling guard shall be oiltight, regardless of type of coupling used.

Paragraph E.2.9 (Purchasers Choice)

The coupling guard shall be fabricated from spark-resistant materials, preferably aluminum.

Paragraph E.3.2 (Substitution)

Base-mounted guards shall be fabricated from solid sheet or plate with no openings.

Paragraph E.4.5 (Purchasers Choice)

The contract guard shall be used when the contract coupling is factory tested with the driver and driven equipment.

Paragraph E.4.6.3 (Substitution)

A flanged oil-drain connection of NPS 11/2 (NPS = nominal pipe size, inches) or larger shall be provided for each guard.

Paragraph E.4.7.2 (Substitution)

A flanged oil-drain connection of NPS 11/2 or larger shall be provided for each guard.

MOBIL ENGINEERING GUIDE

DECEMBER 1992 PAGE 7 OF 8

EGE 15-B-13 1992

APPENDIX G (NEW APPENDIX) COUPLING RETROFIT CONSIDERATIONS

G-1.

GENERAL

This Appendix is included to provide guidelines for users involved with retrofitting of couplings to existing applications. Since coupling selection can significantly alter the dynamic response of rotor-bearing systems, it is important that the purchaser and customer consider the items that are noted below as a part of a coupling retrofit. The new coupling should be purchased to conform with all requirements of this Guide and EGE 15-D-13. G-2. SELECTION AND SPECIFICATION CRITERIA

To ensure that a coupling is successfully retrofitted in an existing application, the following basic guidelines must be considered: (a) The most important factors to consider for retrofits are the overhung or shaft-end moment and coupling torsional stiffness. The new coupling center of gravity and weight distribution, as well as overall spring rates, should be as close as possible to that of the existing coupling. Where speeds are 3,000 rpm or greater, overhung moments and torsional spring rates of the new coupling should be within 5 percent of the existing coupling. When these values are within this range, no rotor dynamic analysis should be required to confirm that the rotor response is unchanged versus the original design. However, the original supplier of the machinery should be consulted to discuss whether the rotor dynamics could be adversely altered with the retrofitted coupling. If the new coupling overhung moment or stiffness values are outside the above range, a detailed lateral and torsional analysis should be performed on the complete rotor-bearing system. The analysis should be performed by the original supplier of the machinery or, alternatively, by a party competent to perform such analyses. However, the original supplier of the equipment should be consulted to discuss the analysis results and coupling selection. (b) The coupling should be designed to the torque values specified in API Standard 671, Paragraph 2.1.1, using the specified experience factors from Table 1 of this Guide. (c) The coupling must be capable of handling at least the same allowable angular and parallel offset misalignments that were specified for the original coupling, or the user must determine, in consultation with the machinery supplier, the minimum values allowable. (d) The coupling must also be capable of providing for the anticipated axial transients resulting from thermal growths of the connected machinery. (e) The existing coupling guard design must be reviewed to ensure that adequate clearances are available and that the skin temperatures do not exceed 65C (150F). (See modifications to API Appendix E.) (f) In order to prevent potential interference problems with the retrofitted coupling, the equipment end bell housing drawings or actual measurements should be reviewed prior to selection of the couplings.

MOBIL ENGINEERING GUIDE EGE 15-B-13 1992 G-3. OTHER CONSIDERATIONS

PAGE 8 OF 8 DECEMBER 1992

Additional items that should be considered and resolved as part of a coupling retrofit are as follows: (a) The new coupling should allow accessibility for alignment brackets that will be required for alignment of component shafts. (b) Adequate spare parts should be purchased to support equipment reliability and maintenance.

(c) Training of appropriate maintenance personnel on the proper installation, setting of prestretch or precompression, disassembly, etc. should be provided in regard to the new coupling. (d) Based on the intended service, consideration should be given to the need to insulate the retrofitted coupling from possible electrical currents. Coupling insulation should be specified for services, such as electrical generators and exciters, where shaft currents could be transmitted to coupled machinery and result in bearing damage.

MOBIL ENGINEERING GUIDE SPECIAL-PURPOSE COUPLING DATA SHEET

SI (METRIC) UNITS
ISSUE 1 APPROVED 3 4 OWNER SITE DRIVER TYPE SERIAL NO. DRIVEN UNIT MANUFACTURER TAG NO. MANUFACTURER TAG NO. SERVICE NO. REQUIRED ISSUE APPROVED JOB NO. LOCATION

EGE 15-D-13a 1992

Page 1 of 2 ITEM NO. P.O. NO.

F F G

MODEL

MODEL

SERIAL NO. COUPLING: TYPE MANUFACTURER ASSEMBLY DRAWING NO. APPLICABLE SPECIFICATIONS: API STD 671 MODEL

SIZE

NOTE: INFORMATION TO BE COMPLETED:

EGE 15-B-13

BY PURCHASER

F F G

OTHER

BY MANUFACTURER

Experience Factor:

F F F F F G F F F G F G

OPERATING CONDITIONS Power Transmitted, kW: Speed, rpm: Norm. Norm. Min. Allow. Torque, N m: Max. Transient Coupling Selection Max. Cont Max. Cont Trip

Frequency of Transients (Events/Time) Min. Reqd Max./Min.

Ambient Temperature, C: Dust Other

Environment:

F F F

/ Actual /

F F F F F G

Lubrication: Continuous Filtration, Viscosity, cSt:

Grease-packed Min. Reqd

Oil-filled

G
@

Nonlubed

Actual C

Press., kPa gage: Normal Temp, C: Flow, L/s: Normal Normal

Max. Max. Max.

Hydrogen Sulfide

COUPLING DATA Bolting Torque, N m: Shaft Separation at Operating Temp, mm BSE Motor Rotor Float, mm Marine Type Required Design Rating, kW/100 rpm Required Misalignment Capability: Steady State: Transient: Angular, deg Angular, deg Parallel Offset, mm/mm Parallel Offset, mm/mm

F F G

G F G

Lubricated

G
C

Dry Ambient

Thermal Growth, mm

From Electrically Insulated

Limited End Float, mm Flex-Hub Type Required

Max. Continuous Torque, N m

Max. Transient Torque, N m

Axial, mm Axial, mm

Max. Allowable Misalignment: Steady State: Transient: Angular, deg Angular, deg Component Balance Only Component Balance and Assembly Check Balance Residual Unbalance Check Driver End Driver End Driven Unit End Parallel Offset, mm/mm Parallel Offset, mm/mm Axial, mm Axial, mm

Dynamic Balance:

G G G G G G G G

F F F

Component and Assembly Balance

Max. Allowable Residual Unbalance, g m: Max. Actual Residual Unbalance, g m: Diaphragm Coupling Initial Deflection, mm:

Prestretch

Driven Unit End Compression Actual

Diaphragm Coupling Axial Resonant Frequency, Hz: Torsional Stiffness, kg m/rad Axial Stiffness, kg m WR2, kg m2 Angular (Misalignment) Stiffness, kg m

Calculated

REMARKS

MOBIL ENGINEERING GUIDE SPECIAL-PURPOSE COUPLING DATA SHEET

SI (METRIC) UNITS

EGE 15-D-13a 1992

Page 2 of 2 DRIVEN END

G MATERIALS F
DRIVE END

Hub/Flange Spacer Sleeve Diaphragms Diaphragm Guard Bolts Nuts Material and Weld Hardness Tests Required: Internal Teeth Hardness (Rockwell C) External Teeth Hardness (Rockwell C)

F F F G G F

G G

Actual Actual

G G
DRIVE END

Actual Actual

COUPLING HUB MACHINING DRIVEN END Type (Integral, Cylindrical, Taper) Taper (1 deg incl Angle, 41.7 mm/m, 62.5 mm/m) Nominal Bore Diameter Interference Fit, mm, Max./Min. (API Std 671, Para. 2.1.8.1) Puller Holes COUPLING GUARD* Coordinator Flanged Cylindrical Airtight Oiltight Spark Resistant Vent Connection: Drain Connection: Size/Type / / / Other QA/QC REQUIREMENTS SHOP TESTS Base Mount Balancing: Component Assembly Check Assembly Residual Unbalance Repeatability Plug & Ring Gage Fits: Contact Check Standoff Verification Axial Resonance Test NDE Inspections Other: ACCESSORIES Prime Equipment Supplier to Furnish One Set of Plug & Ring Gages Drill Template for Integral Flanged Hubs by Coupling Manufacturer Two-piece Stop Rings by Coupling Manufacturer One Pump Set Furnished by Vendor for All Hydraulic Couplings at Each Site (to Include Hand Pump, Pressure Gage, Fittings, and Hose) Puller by Coupling Manufacturer FINAL INSPECTION Dimensional Check Visual Inspection Documentation Review Other: WITNESS NONWITNESS / /

F F F F M F F F F F F F F F F F F F F F

F F

Size/Type Dry Air Purge

G G

Purge Gas Connection: Size/Type Required Flow, m /s

3

Gas Cooling

Contract Guard to Be Used During Shop Test

* See API Std 671, Appendix E.

F F F F F F F F F F F F F F F F F F

F F F F F F F F F F F F F F F F F F

PREPARATION FOR SHIPMENT Outdoor Storage for More than 3 Months Expected Storage Time Shipping: Storage: Domestic Indoor

See coupling purchase order for preservation, boxing, and shipping instructions.

F F

F F

Export Outdoor

REMARKS

MOBIL ENGINEERING GUIDE SPECIAL-PURPOSE COUPLING DATA SHEET

CUSTOMARY UNITS
ISSUE 1 APPROVED 3 4 OWNER SITE DRIVER TYPE SERIAL NO. DRIVEN UNIT MANUFACTURER TAG NO. MANUFACTURER TAG NO. SERVICE NO. REQUIRED ISSUE APPROVED JOB NO. LOCATION

EGE 15-D-13b 1992

Page 1 of 2 ITEM NO. P.O. NO.

F F G

MODEL

MODEL

SERIAL NO. COUPLING: TYPE MANUFACTURER ASSEMBLY DRAWING NO. APPLICABLE SPECIFICATIONS: API STD 671 MODEL

SIZE

NOTE: INFORMATION TO BE COMPLETED:

EGE 15-B-13

BY PURCHASER

F F G

OTHER

BY MANUFACTURER

Experience Factor:

F F F F F G F F F G F G

OPERATING CONDITIONS Power Transmitted, hp: Speed, rpm: Norm. Norm. Min. Allow. Torque, lbf ft: Max. Transient Coupling Selection Max. Cont Max. Cont Trip

Frequency of Transients (Events/Time) Min. Reqd Max./Min.

Ambient Temperature, F: Dust Other

Environment:

F F F

/ Actual /

F F F F F G

Lubrication: Continuous Filtration,

Grease-packed Min. Reqd

Oil-filled

G
@

Nonlubed

Actual F

Viscosity, SSU: Press., psig: Temp, F: Flow, US gpm: Normal Normal Normal

Max. Max. Max.

Hydrogen Sulfide

COUPLING DATA Bolting Torque, lbf ft: Shaft Separation at Operating Temp, in. BSE Motor Rotor Float, in. Marine Type Required Design Rating, hp/100 rpm Required Misalignment Capability: Steady State: Transient: Angular, deg Angular, deg Parallel Offset, in./in. Parallel Offset, in./in.

F F G

G F G

Lubricated

G
F

Dry Ambient

Thermal Growth, in.

From Electrically Insulated

Limited End Float, in. Flex-Hub Type Required

Max. Continuous Torque, lbf ft

Max. Transient Torque, lbf ft

Axial, in. Axial, in.

Max. Allowable Misalignment: Steady State: Transient: Angular, deg Angular, deg Component Balance Only Component Balance and Assembly Check Balance Residual Unbalance Check Driver End Driver End Driven Unit End Parallel Offset, in./in. Parallel Offset, in./in. Axial, in. Axial, in.

Dynamic Balance:

G G G G G G G G

F F F

Component and Assembly Balance

Max. Allowable Residual Unbalance, oz in.: Max. Actual Residual Unbalance, oz in.: Diaphragm Coupling Initial Deflection, in.:

Prestretch

Driven Unit End Compression Actual

Diaphragm Coupling Axial Resonant Frequency, Hz: Torsional Stiffness, lb in./rad Axial Stiffness, lb in. WR2, lb in.2 Angular (Misalignment) Stiffness, lb in.

Calculated

REMARKS

MOBIL ENGINEERING GUIDE SPECIAL-PURPOSE COUPLING DATA SHEET

CUSTOMARY UNITS

EGE 15-D-13b 1992

Page 2 of 2 DRIVEN END

G MATERIALS F
DRIVE END

Hub/Flange Spacer Sleeve Diaphragms Diaphragm Guard Bolts Nuts Material and Weld Hardness Tests Required: Internal Teeth Hardness (Rockwell C) External Teeth Hardness (Rockwell C)

F F F G G F

G G

Actual Actual

G G
DRIVE END

Actual Actual

COUPLING HUB MACHINING DRIVEN END Type (Integral, Cylindrical, Taper) Taper (1 deg incl Angle, 1/2 in./ft, 3/4 in./ft) Nominal Bore Diameter Interference Fit, in., Max./Min. (API Std 671, Para. 2.1.8.1) Puller Holes COUPLING GUARD* Coordinator Flanged Cylindrical Base Mount Airtight Oiltight Spark Resistant Vent Connection: Size/Type Drain Connection: Size/Type Purge Gas Dry Air Purge Connection: Size/Type / Required Flow, scfm Gas Cooling Other Contract Guard to Be Used During Shop Test QA/QC REQUIREMENTS SHOP TESTS WITNESS Balancing: Component Assembly Check Assembly Residual Unbalance Repeatability Plug & Ring Gage Fits: Contact Check Standoff Verification Axial Resonance Test NDE Inspections Other: / /

F F F F M F F F F F F F F F F F F F F F

F F

NONWITNESS

/ /

G G

* See API Std 671, Appendix E. ACCESSORIES Prime Equipment Supplier to Furnish One Set of Plug & Ring Gages Drill Template for Integral Flanged Hubs by Coupling Manufacturer Two-piece Stop Rings by Coupling Manufacturer One Pump Set Furnished by Vendor for All Hydraulic Couplings at Each Site (to Include Hand Pump, Pressure Gage, Fittings, and Hose) Puller by Coupling Manufacturer FINAL INSPECTION Dimensional Check Visual Inspection Documentation Review Other:

F F F F F F F F F F F F

F F F F F F F F F F F F F F F F F F

PREPARATION FOR SHIPMENT Outdoor Storage for More than 3 Months Expected Storage Time Shipping: Storage: Domestic Indoor

F F F F F F

See coupling purchase order for preservation, boxing, and shipping instructions.

F F

F F

Export Outdoor

REMARKS