MESC ADDITIONAL REQUIREMENT Revision: 04-Mar-2005.

SPE 77/104 Page 1 of 8.

CHECK VALVES TO BS 1868

Flanged or butt-welding ends, carbon steel, low and high alloy steel, nickel and
nickel/copper alloy.

1. INTRODUCTION
This specification applies to cast and forged steel check valves with flanged or
1.1 (1)
butt welding ends of the swing type (with and without external shafts), piston
type, ball type and disk type.

The valves have bolted bonnets and are soft-seated or metal-seated.

The nominal sizes are: DN 50 to DN 600 and Classes 150, 300, 600, 900, 1500
and 2500.

1.2 This specification gives amendments / supplements to standard BS 1868 with the
purpose of compliance with Shell group requirements.

1.3 Clauses of BS 1868 which are not amended by this specification shall
remain valid as written.

1.4 This specification shall be considered to be part of the valve buying description,
when referred to in a MESC description and / or requisition.

1.5 The numbers in brackets at the section headings refer to the relevant sections in
BS 1868.

2. REFERENCES

In this specification, reference is made to the following publications:

NOTE: Unless specifically designated by date, the latest edition of each publication shall be used,
together with any amendments/supplements/revisions thereto.

API 6FA Specification for fire test for valves

API 598 (8th edition, Valve inspection and testing

May-2004)

ASME B 16.5 Pipe flanges and flanged fittings

ASME B 16.25 Butt welding ends

ASME B 16.34 Valves, flanged, threaded and welding ends

ASME B 31.3 Process piping

ASME VIII Division 1 ASME boiler and pressure vessel code, Section VIII,
Division 1: Rules for construction of pressure vessels

ASME IX ASME boiler and pressure vessel code, Section IX:

Qualification standard for welding and brazing
procedures, welders, brazers, and welding and brazing
operators

BS 1868 Specification for steel check valves (flanged and butt-

weld ends) for the petroleum, petrochemical and allied
industries
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BS 6755-2 Testing of valves; specification for fire type testing

requirements

EN 1127-1 Potentially explosive atmospheres – Explosion

protection – Part 1: Basic concepts and
methodology.

EN 12874 Flame blow-out fuses – performance requirements,

test procedure and usage restrictions.

EN 13463-1 Non-electrical equipment for use in potentially

explosive atmospheres - Part 1: Basic concepts and
methodology.

PrEN 13463-5 Non-electrical equipment for use in potentially

(2003-05) explosive atmospheres – Part 5: Protection by
design safety.

European Directive: Pressure Equipment Directive (PED)

97/23/EC

European Directive Equipment and protective systems intended for use

94/9/EC in potentially explosive atmospheres.
ISO 10497 Testing of valves: fire type testing requirements.

NACE MR 0175 Standard material requirements; Metals for sulphide

(Edition 2002) stress cracking and stress corrosion cracking
resistance in sour oilfield environments.
DEP 31.38.01.11-GEN Piping - General requirements.

3. AMENDMENTS TO BS 1868

3.1 (1) SCOPE

This specification covers check valves made of carbon steel, low and high alloy
steel, nickel alloy and nickel/copper alloy materials.

3.2 (5) PRESSURE / TEMPERATURE RATING - BODY AND COVER.

The rating shall be calculated in accordance with the appropriate class, as

specified in ASME B16.5 or ASME B16.34. If necessary the rating shall be
calculated in accordance with the applicable annex.

3.3 (5, 15.3) PRESSURE/TEMPERATURE RATING - SEAT

The manufacturer shall specify the rated pressures for soft seats at temperatures
above 50 ºC.

3.4 (8.4, 9.2) WALL THICKNESS - BODY AND COVER.

The minimum wall thickness shall be calculated in accordance with BS 1868 (or
ASME VIII Div. 1, UG 101 when applicable).

The wall thickness shall not be less than the minimum requirements of BS 1868.
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3.5 BODY

3.5.1 Forged bodies shall be forged close to final shape. Rolled or forged bar shall not
be used.

3.5.2 (8.6) End flanges or stubs of nickel alloy and nickel/copper alloy valves shall be cast,
or forged, integral with the valve body.

3.5.3 (8.5) Body end flanges shall be aligned to the design plane.

For valves executed with flanges to ASME B16.5 the maximum difference to the
design plane (flange face misalignment) for an individual flange shall be:
1.8 mm / m (Ref. DEP 31.38.01.11-GEN, appendix 12 table 1).
For valves executed with flanges to ASME B16.47 series-A the maximum
difference to the design plane (flange face misalignment) for an individual flange
shall be:1.2 mm / m (Ref. DEP 31.38.01.11-GEN, appendix 12 table 2).

3.5.4 (8.7) End flange dimensions shall be in accordance with ASME B16.5.

3.5.5 The surface finish of the nut bearing area at the back face of flanged valves shall
be parallel to the flange face within 1 degree.

3.5.6 (8.8) Butt-welding ends shall be in accordance with BS1868 clause 8.8 and figure 6.
These welding ends are basically in accordance with ASME B16.25.

3.6 (17) BODY SEAT RING

3.6.1 (8.11) If the valve bore size limits welding of the seat ring these may be flared in the
body. Swaged, rolled or pressed-in seat ring shall not be used. Other methods to
ensure proper fixing may be used, provided manufacturer/supplier supplies proof
of approval by Shell for proposed fixing method.

3.6.2 (17) An integral body seat ring may be applicable for austenitic stainless steel and
high alloy steel body materials.

3.6.3 (8.11) A screwed-in seat ring shall be properly secured (ref. 3.12).

3.7 BODY / COVER GASKET.

3.7.1 (18) The materials of the cover gasket shall be as specified in the MESC buying
description. For CS and low alloy steel valves a spiral wound, AISI 316 (L),
graphite-filled gasket is preferred, but AISI 304(L) spiral wound gaskets will also
be accepted. Valves with duplex stainless steel or nickel alloy body materials
shall not be executed with AISI 304 (L) or AISI 316(L) spiral wound gaskets.
The spiral wound gasket shall be fully confined or provided with outer and inner
guide rings.

3.7.2 (18) Alternatively, for class 150 and class 300 valves, a graphite gasket with a
stainless steel tanged insert may be used for the body / cover connection. Other
sheet type gaskets are not acceptable for valves with flat covers.

3.7.3 (9.3) For classes 600 and higher, ring type joint gaskets may be used for the body /
cover connection.

3.8 DISC

3.8.1 (10.1) Only the swing-type disc shall be used.

3.8.2 (10.1.2) Rolled-in facing rings shall not be used.

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3.8.3 (10.1.2) The disc nut shall be locked (ref. 3.12).

3.9 (21,12,22) HINGE, HINGE PIN, RETAINING PLUG AND COVER PLATE.

3.9.1 Hinge pin assembly:

3.9.1.1 The hinge pin assembly shall be executed with a:

- bolted cover plate (made of material equivalent to the body material)
with graphite seal (preferred) or
- hinge pin retaining plug assembly (material equivalent to the body material).

3.9.1.2 (12.3) When a hinge pin retaining plug is installed, the:

- thread shall be protected against exposure to the medium,
- graphite gasket shall have an AISI-316(L) back-up ring and
- retaining plug shall be properly secured (ref. 3.12).

3.9.2 Non return valves with external shafts, outside lever and counter weights shall
incorporate a blow-out resistant shaft design.

3.10 SOFT SEALING RING

3.10.1 (15.1) A soft sealing ring may be placed in either the body seats or the closure member,
but the former option is preferred.

3.10.2 (15.2) A soft sealing arrangement shall have a secondary or primary metal-to-metal
sealing arrangement incorporated in the design.

3.11 WELDING AND HARD FACING

3.11.1 (8.11) All welding shall be performed in accordance with ASME B 31.3.

The manufacturer shall specify all welds that are considered part of the design of
a production part and shall also describe the requirements for the intended weld.
Post-weld heat treatment shall be in accordance with the applicable qualified
WPS. Welds may be locally post-weld heat-treated. The manufacturer shall
specify procedures for the use of local post-weld heat treatment.
The base material and weld shall retain the minimum mechanical property
requirements after post-weld heat-treatment. The manufacturer shall specify the
methods to assure these mechanical properties and record the results as part of
the PQR.
Notes:

1. Material selection and PWHT requirements should be based upon the

potential damage mechanisms anticipated or experienced in service and
the severity of the process environment, i.e. Susceptibility to:
- Sulphide Stress Corrosion (SSC) cracking
- Alkaline Stress Corrosion (ASCC) cracking
- Hydrogen blistering, Hydrogen induced cracking (HIC) and
Stress orientated hydrogen induced cracking (SOHIC)
- Carbonate cracking (as experienced in sour water)

2. Potential mechanisms are not exclusive, i.e. if there is more than one
mechanism active, the materials and PWHT requirements may have to
be combined to address the severity of more than one environment. For
example, should an application exist where a high severity for hydrogen
blistering, HIC, SOHIC and carbonate cracking are present, the
requirements for materials and PWHT shall be combined.
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3.11.2 (8.11) Other welding, including weld overlay and tack welding, shall be performed in
accordance with procedures, and by welders, qualified in accordance with ASME
IX. For valves of welded construction the manufacturer shall meet the additional
requirements specified by the Principal (e.g. local or national regulations).
When the MESC buying description specifies sour service the weld metal and
heat effected zone of all valve welds, including tack welds, shall satisfy the
requirements of NACE MR0175.

3.11.3 Hard facings, applied through welding, shall have a minimum finished thickness
of 1.0 mm (ref. ISO 15761 section 5.4.6.1).

3.11.4 (8.10, 9.6, Methods of applying deposit layers are normally carried out by fusion welding but
10.3) other methods (i.e. spray and fused D-gun deposit layers) are acceptable
provided the manufacturer supplies proof of previous approval by the Principal for
the proposed method.

3.11.5 The manufacturer shall review the controls (i.e.: ASME IX, WPS and PQR’s) for
any welding restrictions on low alloy steels in material group AISI 414x. These
materials have relatively high carbon content and therefore a high hardness (e.g.
300HB) what prohibit welding.

3.11.6 13 Cr and austenitic stainless steel deposit welding on carbon steel base
material, without a buffer layer, is not acceptable, unless the
manufacturer/supplier provides proof of previous approval by Shell for proposed
welding method.

3.11.7 Internal valve parts of martensitic (13% Cr) material shall not be tack welded.

3.12 SECURING AND LOCKING

3.12.1 Positive securing against loosening shall primarily be done by tack-welding

(ref. 3.12.2).

3.12.2 If valve parts are made from different materials or if materials are not suitable for
welding, other methods of locking may be to use:
- a locking ring;
- retaining strips or tabs;
- screws with close-fit thread.
If retaining strips or tabs are used, the strip or tab area shall not reduce the
projected valve bore with more than 5%.

3.12.3 Spring tension pins shall not be used for locking of internals.

3.12.4 The hinge pin plug may be secured by a stainless steel locking ring. This locking
ring shall be tack welded to the body.

3.13 FIRE TESTED OR FIRE-SAFE DESIGN

3.13.1 Soft-seated valves shall be of a fire-tested design and metal-seated valves shall
be of a fire-safe design.
NOTE: A fire-tested design is one which has successfully passed prototype fire testing.
A fire-safe design is a design which by nature of its features/properties is capable of
passing a fire test.

3.13.2 Valve operating mechanisms shall be of a fire-safe design.

3.13.3 Fire testing and certification shall be in accordance with ISO 10497,
BS 6755 part 2 or API 6FA.
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4. MATERIALS

4.1 Materials for pressure containing parts shall meet the additional requirements
specified by the Principal (authority requirements). All materials shall be subject
of approval by the Principal.

4.2 (21.1) For swing type check valves the materials for hinge and bearing bracket shall be
equivalent to the body material.

4.3 (10.1.2) The material for the disc nut retaining pin shall be equivalent to the hinge pin
material.

4.4 Retaining tabs, for positive securing of screwed internals, may be carbon steel
and shall be tack-welded to the body.

4.5 All internal parts, other than seals and gaskets, shall be metallic.

4.6 (23) Bolts, nuts and other valve components shall not be galvanised or cadmium-
plated.

4.7 The manufacturer shall list the material specifications for all valve parts.
Hinge pin plug material shall be equivalent to the body material, however for a
4.8
body material made of:
- CS, LTCS, ferritic or martensitic alloys (e.g. WCB, A-352-LCB/LCC, WC6,
C5, WC9, C12 or CA15) the hinge pin plug may be ASTM A182 F6A class 3
(AISI 410); and for:
- stainless steel (e.g. CF3, CF3M, CF8 or CF8M) and LTCS the hinge pin plug
may be ASTM A182 - F316L.

5. MARKING

5.1 (30, 31) Each valve shall be marked with the identification code number as specified in
the relevant MESC description. The marking shall be applied by die-stamping one
flange rim or, for welding end valves, the valve body.

5.2 (29, 33) Identification plate marking with the applicable design standard is not required.

5.3 (33.2) Hard-facing trim materials shall be identified; a manufacturer's code may be used
for this.

5.4 (29) The class and nominal size shall be clearly marked on the valve body.

5.5 (30, 31) Body / cover castings and forging shall have the charge number or heat number
and heat treatment batch cast in or stamped on the material.

5.6 Stamping shall be done using a low-stress die-stamp on a low-stress area.

5.7 (35) If it is physically impossible to apply to required marking on the valve it may be
applied on a durable, securely affixed metal tag.
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5.8 The PED replaces existing pressure equipment legislation in European countries,
is mandated by European law (European Directive: 97/23/EC).

Valves supplied to end users in European member states and countries in the
European Free Trade Association (EFTA) area shall demonstrate full compliance
with the Pressure Equipment Directive (PED) and be marked with the following 1)
:
- CE marking,
- PED fluid group 2) .
- PED conformity assessment module applied.
Notes:
1. The above requirements are applicable only for valves falling in
Conformity Assessment Categories I, II, III and IV.
2. Determination of fluid group according to directive 67/548/EEC.
- Year of manufacture.

6. INSPECTION AND TESTING

6.1 PRODUCTION PRESSURE TEST

6.1.1 For carbon steel valves and low alloy steel valves the hydrostatic test fluid shall
be potable water with a chloride content of maximum 200 mg/kg. Austenitic and
duplex stainless steel valves and valves made of 9% nickel alloy shall be
hydrostatic tested with potable water with a chloride content of 50 mg/kg or less.
These valves shall be flushed with condensate or demineralized water (chloride
content of 2 mg/kg maximum) immediately after the hydrostatic test. All valves
shall be drained immediately after the test and shall be thoroughly dried
immediately after draining.
The minimum test duration for the body test and seat test shall comply with API
6.1.2
598, table 4.
The maximum allowable leakage rates for closure tests shall be in accordance
6.1.3 (36)
with API 598 table 5.

6.2 POTENTIALLY EXPLOSIVE ATMOSPHERES (ATEX) CERTIFICATION

6.2.1 Regardless of whether or not a valve is used in, or in relation to, a potential
explosive environment, or not, the manufacturer is under obligation to
assess hazards of any kind which may occur through operation according
to regulations – but also through a “rationally foreseeable misuse” of his
valve.

6.2.2 The manufacturer shall take appropriate measures and/or safety

precautions and controls to minimize hazards risks.

6.2.3 The manufacturer shall carry out a risk assessment in accordance with
European Council Directive 94/9/EC. The following standards may be used
as guidance: EN 1127-1, EN 12874, EN 13463-1 and PrEN 13463-5.

6.2.4 For both non-electrically operated valves and electrically operated valves all
ignition sources named in European Directive 94/9/EC shall be taken into
consideration during the risk assessment.

6.2.5 Particular attention shall be paid to the following ignition sources:

mechanically and/or electrically produced sparks, hot surfaces and
electrostatic discharge.
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6.2.6 The manufacturer shall be able to provide an EC certificate demonstrating

that the valve’s Technical Construction File (TCF) is in compliance with the
requirements of European Council Directive 94/9/EC Annex VIII section 3,
module A.

7. DISCLAMERS

7.1 It is the responsibility of the manufacturer to assure that his product is fit
for purpose and fully meets the design criteria specified in the MESC
buying descriptions and MESC additional requirements specified in the
purchase order.

7.2 The manufacturer shall immediately notify the Principal in writing should
any conflict occur, error, omission or discrepancy appear in the provided
information.

7.3 In case of conflict between the drawings and/or specifications and the
industry codes and standards referenced in the purchase order the
manufacturer shall present the differences to the Principal’s representative
for resolution.

8. PAINTING, PRESERVATION, SHIPPING AND STORAGE

8.1 The valve internals shall be thoroughly cleaned and dried and the surfaces shall
be free from:
- hydrostatic test fluids,
- cleaning agents,
- adhered scale, weld spatter, loose particles or fibres,
- organic substances, e.g. grease, oil, paint and sealant.

8.2 Surface treatments of pressure containing valve components to prevent corrosion

during storage prior to and during manufacture with a single primer coat
(maximum 25 microns thickness) or phosphate treatment is acceptable provided
these preservations do not hide any porosity.

8.3 (38.1) High alloy steel, nickel alloy and nickel / copper alloy valves shall not be painted
or coated.

8.4 Machined and threaded surfaces shall be coated with a easily removable rust
protective fluid e.g. Shell ENSIS MD or equivalent.

8.5 (39) The disc shall be secured in open or closed position to prevent damage.

8.6 (38.2) Valve ends shall be covered with close fitting protectors (e.g. plastic caps) to
protect the machined parts and prevent ingress of dirt and moisture for at least
one year when stored outside.

8.7 Prior despatch / shipment valves shall be properly packaged to ensure protection
against ingress of moisture, rainfall, (sea) water splash and dirt.