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TECHNICAL REVISIONMay 2002
Process Industry Practices
Work Processes
PIP ADG001Specification for Authors
Developing Process Industry Practices
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PURPOSE AND USE OF PROCESS INDUSTRY PRACTICES
In an effort to minimize the cost of process industry facilities, this Practice has
been prepared from the technical requirements in the existing standards of major
industrial users, contractors, or standards organizations. By harmonizing these technical
requirements into a single set of Practices, administrative, application, and engineering
costs to both the purchaser and the manufacturer should be reduced. While this Practice
is expected to incorporate the majority of requirements of most users, individual
applications may involve requirements that will be appended to and take precedence
over this Practice. Determinations concerning fitness for purpose and particular matters
or application of the Practice to particular project or engineering situations should not
be made solely on information contained in these materials. The use of trade names
from time to time should not be viewed as an expression of preference but rather
recognized as normal usage in the trade. Other brands having the same specificationsare equally correct and may be substituted for those named. All Practices or guidelines
are intended to be consistent with applicable laws and regulations including OSHA
requirements. To the extent these Practices or guidelines should conflict with OSHA or
other applicable laws or regulations, such laws or regulations must be followed.
Consult an appropriate professional before applying or acting on any material
contained in or suggested by the Practice.
This Practice is subject to revision at any time by the responsible Function Team and will
be reviewed every 5 years. This Practice will be revised, reaffirmed, or withdrawn.
Information on whether this Practice has been revised may be found at www.pip.org.
Process Industry Practices (PIP), Construction Industry Institute, The
University of Texas at Austin, 3925 West Braker Lane (R4500), Austin,
Texas 78759. PIP member companies and subscribers may copy this Practice
for their internal use. Changes, overlays, addenda, or modifications of any
kind are not permitted within any PIP Practice without the express written
authorization of PIP.
PIP will not consider requests for interpretations (inquiries) for this Practice.
PRINTING HISTORY
May 1994 Issued May, 2002 Technical Revision
August 2001 Complete Revision
Not printed with State funds
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Process Industry Practices
Work Processes
PIP ADG001Specification for Authors
Developing Process Industry Practices
Table of Contents
1. Introduction..................................21.1 Purpose .............................................21.2 Scope................................................. 2
2. References....................................2
2.1 Process Industry Practices................2
3. Definitions ....................................3
4. Requirements ...............................34.1 Resources ......................................... 34.2 Planning............................................. 44.3 Organization of a Practice.................6
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1. Introduction
1.1 Purpose
This Practice provides information on planning and organizing Process Industry Practices(Practices) for the Process Industry Practices (PIP) initiative.
This Practice is primarily written for authors. Technical writers and PIP editors who work
with the authors also need to know the information contained in this Practice. Following
the recommendations in this Practice ensures that each Practice addresses the intended
audience, is written in the appropriate Practice style, and follows the recommended
Practice organization. Adherence to the requirements of this Practice decreases
maintenance costs for the Practices and increases readability.
1.2 Scope
This Practice describes the major planning decisions that an author makes before writing
a Practice and provides an overview of the organization used for the Practice.
This document supplements and shall be used in conjunction withPIP ADG002,
Specification for Technical Writers Developing Process Industry Practices.
In addition, the technical writer and lead author may want to learn the PIP formatting
standards by readingPIP ADG003, Guide for Editors Formatting Process Industry
Practice with Microsoft Word for Windows.
This document is a complete revision ofPIP ADG001,and therefore revision markings
are not provided.
2. References
Applicable requirements in the following PIP Practices are an integral part of this Practice. Short
titles are used herein where appropriate.
2.1 Process Industry Practices (PIP)
PIP ADG002 Specification for Technical Writers Developing Process Industry
Practices
PIP ADG003 Guide for Editors Formatting Process Industry Practices with
Microsoft Word for Windows
PIP ADG004 Guide for Authors Producing CAD Graphics for Process Industry
Practices
PIP ADG005 Specification for Authors Developing Data Forms for ProcessIndustry Practices
PIP Operations Manual
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3. Definitions
audience:Those who will read and use a Practice to perform the work it describes
authors:Members of a PIP Task Team assigned to develop a Practice
lead author:The Task Team member responsible for coordinating the efforts of the Task Team,
technical writer, and PIP editor. If the Task Team chooses not to employ a technical writer, the
lead author shall fill the technical writers role.
Practice:A compilation of documents inclusive of, but not limited to, text (criteria,
specifications, or procedures), data forms, and drawings
Requirements section:Actions to be performed, conditions to be met, or a combination of the two
as specified by a Practice to the audience
Task Team:The PIP team that has volunteered to develop the Practice. The Task Team is
responsible for planning and writing the Practice as well as complying with PIP standardsregarding organization and writing style.
technical writer:A communications specialist who works with the Task Team and the PIP editor
to write the Practice
4. Requirements
4.1 Resources
4.1.1 Authors
Authors are responsible for the following: Planning and writing Practices
Knowing and applying PIP standards for organization and writing style
Harmonizing member company standards
4.1.2 Lead Author
Lead author is responsible for the following:
Leading the development of a Practice
Ensuring that the Practice follows PIP standards for organization and writing
style
Technical writing, unless employing the help of a technical writing service
Coordinating the work of the authors, the CAD representative, the technical
writer, and the PIP editor
4.1.3 CAD Representative
Refer toPIP ADG004.
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4.1.4 PIP Editor
The PIP editor is responsible for ensuring that all Practices adhere to the required
sentence construction, writing style, format, and organizational structure
specified in all Administrative General (ADG) Practices and thePIP Operations
Manual.
4.1.5 Technical Writing Service
A technical writing service may be employed through the PIP office at the
discretion of the lead author to help write the Practice in the PIP style.
4.2 Planning
Before writing a Practice, the Task Team shall make the following major planning
decisions:
4.2.1 Type of Practice
Determine the type of Practice to develop on the basis of the audience and
intended use. The types of Practices are defined in thePIP Operations Manual,under Guidelines for Writing Practices and Practices Numbering System.
4.2.2 Scope of Practice
Determining the scope of a Practice involves identifying the applicable content to
include in the Practice.
4.2.2.1 Requirements to Include in the Practice
Identify requirements that apply to the Practice by completing the
following steps:
1. Identify the specific work divisions normally associated with the
subject of the Practice. Examples of work divisions follow:
a. Design
b. Detail
c. Manufacture
d. Fabrication
e. Erection
f. Installation
g. Construction
2. Identify the audiences (e.g., designers, fabricators, installers).
3. Determine the Practices to be developed that address the
requirements associated with the subject. The work divisions that are
normally contracted separately shall be described in separate
Practices.
4. Prioritize the Practices for development.
5. Determine the requirements for each Practice. A Practice shall
include only the requirements for which the audience is responsible.
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4.2.2.2 Avoid Duplication of Requirements
If requirements need to be known by more than one audience, the shared
requirements shall be written in only one Practice. If a Practice
containing some of the requirements already exists, the Practice shall be
referenced in the new Practice.Otherwise, the Practice in which the requirements are included is
determined by which work division occurs later in the design,
procurement, and construction process. For example, if a fabrication
Practice and a design Practice share requirements, these requirements
shall appear in the fabrication Practice because fabrication occurs later in
the process. A reference to the fabrication Practice shall appear in the
design Practice. A design Practice shall reference all other Practices
related to the same subject. However, none of the other Practices related
to that subject shall reference the design Practice.
4.2.3 Style of the Practice
There are two styles of Practices:
Exception
Narrative
4.2.3.1 Exception-Style Practice
An exception-style Practice defines exceptions to an industry standard.
An exception-style Practice shall be used if an industry standard already
defines the majority of requirements for a subject. The exception style
shall be the first choice of authors.
Comment: Exception-style Practices reduce the number of
requirements that PIP has to generate and maintain. Italso offers the benefit of alerting the contractor to non-
standard requirements.
4.2.3.2 Narrative-Style Practice
A narrative-style Practice is used if an exception-style Practice is
inappropriate. A narrative-style Practice may supplement the content of
an industry standard, but the Practices requirements are not written as
exceptions to the industry standard; rather, the author selects the
requirements to include and the structure in which they are presented.
4.2.4 Working with Technical Writers and PIP Editors
4.2.4.1 Interaction
A technical writer works with the authors to write a Practice. The authors
concentrate on the content, while the technical writer concentrates on
sentence construction and writing style.
The lead author is required to work with the PIP editor to ensure that the
Practice meets PIP standards for sentence construction, writing style,
format, and organization. Together, the lead author and the PIP editor
shall coordinate the schedule for developing the Practice.
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The lead author shall begin working with a technical writer, CAD
representative, and the PIP editor during the planning stage of the
Practice development and shall continue through to the final approval
stage. The intent is that the Practice will meet PIP standards before it is
submitted to the Function Team (FT) and the Steering Team for
approval.
4.2.4.2 Sharing Drafts with the Technical Writer and PIP Editor
The lead author shall make each draft of the Practice electronically
accessible for review. The draft Practice shall be in the current PIP-
approved version of Microsoft Word. If the draft Practice includes CAD
drawings, the drawings shall be provided in Adobe Acrobat .PDF format.
4.3 Organization of a Practice
The sections and subsections of a Practice are ordered as listed below. See the
PIP Operations Manualfor recommended language.
4.3.1 Title and Table of Contents Page
The title and table of contents (TOC) page identifies the Practice by number and
title and lists the main headings of the Practice.
The lead author is responsible for providing the Practice title and number. The
PIP editor formats the rest of the TOC page.
The title of the Practice shall indicate the intended audience and purpose of the
Practice. Examples of phrases to be used at the beginning of a title are listed
below:
Design of . . .
Detailing of . . . Manufacturing of . . .
Procurement of . . .
Fabrication of . . .
Erection of . . .
Installation of . .
Construction of . . .
Maintenance of . . .
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The TOC section is mandatory for all Practices except for Piping Line Classes.
See theAppendixfor an example of a Practice TOC.
If data forms and/or drawings are included in the contents of a Practice, they
shall be listed on the TOC page.
If a Practice is jointly authored by two or more FTs, the FTs shall be shown on
the cover page. The FT that has primary responsibility for the Practice shall be
shown first and its numbering system shall be used.
4.3.2 Introduction Section
The Introduction consists of the following subsections arranged in the order as
shown. If the Practice consists of only data forms or drawings, the Introduction
section shall be omitted.
4.3.2.1 Purpose
The Purpose defines the audience and the intended use of the Practice. It
may also describe the benefit of using the Practice.
Because the main purpose of an exception-style Practice is to supplement
an industry code or standard, the Purpose subsection shall identify that
code or standard.
An example of the purpose statement for an exception-style Practice
follows:
This Process Industry Practice (Practice) supplements API 610,
Centrifugal Pumps for General Refinery Services. Together, this
Practice andAPI 610provide requirements to suppliers for the
supply of heavy-duty centrifugal pumps.
4.3.2.2 Scope
The Scope describes the range of topics the Practice covers.
Because the main purpose of an exception-style Practice is to supplement
an industry code or standard, the Scope subsection shall identify that
code or standard.
An example of the scope statement for an exception-style Practice
follows:
This Practice describes additions, changes, and deletions that
have been made toAPI 610.In addition, decisions that have been
made regarding options offered byAPI 610have also been
described.
4.3.3 References Section
4.3.3.1 The References section lists only the Practices, industry codes and
standards, and other documents that are referenced in the Practice.
Comment: Indiscriminate use of references leads to uncertainty for
the vendor and drives up costs.
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4.3.3.2 A reference shall be listed under one of the following subheadings:
Process Industry Practices
Industry Codes and Standards
Government Regulations
Other References
4.3.3.3 The References section shall be omitted if no documents are referenced
or if the Practice consists of only data forms or drawings.
4.3.3.4 References to Practices, industry codes, and industry standards that are
currently under development, not approved, and not readily available are
prohibited.
4.3.3.5 The only exception may be granted in the case of a design document that
is intended only for the engineering community. The status of the
referenced document shall be clearly indicated.
4.3.3.6 Practices and industry codes and standards shall be identified by the
organizations acronym (shown in parentheses next to the initial spelled-
out name of the organization) and identification code (assuming that it
has an identification code), date, and name.
4.3.3.7 Practices and industry codes and standards shall be listed in ascending
alphanumerical order by identification code, then date, and finally title.
4.3.3.8 Government regulations shall be referenced only to support technical
requirements in a Practice. Government references shall be listed in
ascending alphanumerical order.
4.3.3.9 Documents listed under the Other References subheading are typically
books and journal articles and shall be arranged in ascending alphabeticalorder by title. Books shall be identified by author, title, edition number
(if known), publisher, and publication date.
4.3.4 Definitions Section
4.3.4.1 The Definitions section defines the following terms:
Words or phrases that are not well known
Words or phrases that have multiple definitions
Industry jargon, symbols, and abbreviations
Words used to identify responsible parties, such as supplier or
purchaser
4.3.4.2 Definitions of terms used in Practices of the same FT shall be consistent.
4.3.4.3 Terms being defined shall be italicized only where presented in the
Definitions section.
4.3.4.4 The Definitions section shall be omitted if no terms require definition in
the Practice.
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4.3.5 Requirements Section
4.3.5.1. The Requirements section contains the requirements of the work process
described in the Practice.
4.3.5.2. The structure of the Requirements section depends on the style of the
Practice.
4.3.5.3 Exception-style Practices shall follow the structure of the industry code
or standard to which the Practice is taking exception. Only those
headings and subheadings from the supplemented document where
exceptions are taken shall be shown.
Comment:Because the Practice uses the same heading numbers as
well as heading text from the supplemented document,
the heading numbers in the Requirements section of the
Practice may begin with any number. Heading numbers
are not always consecutive, but the numbering system is
not random.
Only the subheadings and paragraphs of the Requirements section are
numbered in an exception-style Practice. The other section headings,
subheadings, and paragraphs of the Practice shall not be numbered.
An example of the first paragraph of the Requirements section in
exception-style Practices is as follows:
The numbering of the headings and paragraphs in the
Requirements section corresponds to the numbering ofAPI 610,
which this Practice revises. The type of revision made to a
specified heading or paragraph is described after the heading or
paragraph identification. All provisions ofAPI 610that are not
revised remain in force.Comment:Although the above paragraph is included in the
Requirements section, it is not part of the supplemented
document and therefore is not numbered.
The exceptions fall into one of the following four categories:
Addition
Supplement as follows
New paragraph
Modification
To read as follows (full modification)
(First, Second, Last, etc.) sentence to read as follows (partial
modification)
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Deletion
Delete the following portion
Delete the following sentence
Delete in entirety
Decision
Option selected
An example of how exceptions may be handled in a Practice is shown in
Figure 1.
4.3.5.4 Narrative-style Practices shall follow the natural flow of the work
process and include only those requirements for which the reader is
responsible. See Figure 2 for an example of the narrative-style Practice.
The following are organizational characteristics of the narrative-style
Practices:
All headings and subheadings numbered consecutively
No more than four levels of headings
Only one requirement per paragraph
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1. Requirements
The numbering of the headings and paragraphs in the Requirements section corresponds
to the numbering ofAPI 610,which this Practice revises. The type of revision made to a
specified heading or paragraph is described after the heading or paragraphidentification. All provisions ofAPI 610that are not revised remain in force.
2. Basic Design
2.1 General
2.1.7 Decision. Option Selected:
Head-capacity curves shall rise continuously to shutoff. Head rise for
parallel operation shall be 10 percent minimum.
2.1.21 Addition. New Paragraph:Suction specific speed, calculated at the best efficiency point with the
NPSHR based on a 3 percent head drop, shall not exceed 11,000.
2.10 Lubrication
2.10.3.3 Modification. To Read as Follows:
An oil reservoir, with the characteristics specified in Items 1
through 7, below, shall be supplied.
2.10.3.3 Addition. Supplement as Follows:
SpecificationMSS SP 55shall govern acceptance criteria for
visual inspection.
4. Inspection and Tests
4.4 Preparation for Shipment
4.4.1 Deletion. Delete in Its Entirety:
Additional requirements for shipment preparation shall be specified in
Addendum C, Additional Shipping Requirements.
Figure 1. Example of Key Sections of an Exception-Style Process Industry Practice
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4. Requirements
4.1 Quality Control
4.1.1 The fabricator shall be certified as Category II by the AISC Quality
Certification program.
4.1.2 The fabricator shall be responsible for quality control of all materials
and workmanship.
4.2 Submittals
4.2.1 The fabricator shall submit the following documents to the buyer and
receive approval from the structural engineer of record before the start
of fabrication:
4.2.2.1 Two sets of erection and shop drawings
4.2.2.2 One set of engineering calculation sheets per Section 3.1.4.6
4.2.2.3 One copy of connection design certification per Section 3.1.4.5
4.2.2 A shipping list (including total weight), a bolt list, and two sets of final
erection and shop drawings shall accompany the first shipment of each
release.
4.3 Materials
4.3.1 Structural Shapes, Plates, and Bars
4.3.1.1 ASTM A36orASTM A572Grade 50
4.3.1.2 Structural shapes, plates, and bars are specified on the design
drawings.
4.3.2 Standard Bolt Assemblies
4.3.2.1 Bolt ASTM A307Grade A heavy hex
4.3.2.2 Washer ASTM F436
4.3.2.3 Nut ASTM A563heavy hex
6.
Figure 2. Example of Key Sections of a Narrative-Style Process Industry Practice
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4.3.5.5 Information from reference material shall be cited, not repeated, in a
requirement paragraph. Citation shall be by document number (e.g.,
API Std 650,Section 3.1;PIP RESP001).
4.3.5.6 The structure of the Requirements section is defined by the headings.
4.3.5.7 A comment may be included if necessary to inform the reader of the
reasons for a requirement. The comment paragraph(s) begins with
Comment:and immediately follow the requirement paragraph. The
word Comment shall be italicized and the paragraph shall be
unnumbered.
Comment:If many comments are needed for the Practice, consider
creating a separate guide.
4.3.5.8 The Requirements section shall be omitted if the Practice consists of only
data forms or drawings.
4.3.5.9 Figures shall include photographs, drawings, diagrams, and/or graphs.
Tables shall be used to present numerical data and parallel descriptions.To use figures and tables effectively, follow the guidelines listed below:
Be precise: Keep figures simple. Do not include details that are not
self-explanatory or explained in your text.
Be clear: Figures and tables cannot stand alone.
Label each figure and table with a formal number and title (e.g.,
Table 1. Envelope Dimensions for Underground Pipe).
Introduce figures and tables sequentially in the text in numerical
order (e.g., Figure 1, Figure 2, Table 1, Table 2, etc.).
Provide enough information in the text for good reader
comprehension.
Split information among multiple figures rather than crowd too
much information into one figure.
4.3.6 Appendix Section
The Appendix section includes material that elaborates on or explains
information found in other sections of the Practice. Appendix information is not
essential to the Practice yet should be helpful to a reader seeking further
clarification. Information essential to the text of the Practice shall be placed
within the body of the Practice. Information not helpful to the audience shall be
left out of the Practice entirely.
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4.4 Data Forms
4.4.1 If a Practice contains only data forms with instructions, the instructions shall
contain the sections and subsections as described above.
4.4.2 Refer toPIP ADG005.
4.5 Drawings
Refer toPIP ADG004.
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APPENDIX
Example of the Table of Contents
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P I d t P ti P 17 f 17
Process Industry Practices
Primary Function Team
Additional Function Team(s)
PIP ADG001Specification for Authors
Developing Process Industry Practices
Table of Contents
1. Introduction .................................. 21.1 Purpose ............................................. 21.2 Scope................................................. 2
2. References.................................... 2Process Industry Practices........................ 2
3. Definitions ....................................3
4. Requirements ............................... 34.1 Resources ......................................... 34.2 Planning............................................. 44.3 Organization ...................................... 6
Data FormsData Form Number - Data Form Title
DrawingsDrawing Number - Drawing Title
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