Reporting or proper documentation of a stress system for issuing to client (PDF)

Proper documentation of the stress calculation performed using Caesar II or any other stress analysis software is very important as the report or documents are the final deliverable to client. So one should incorporate each and every details of analysis, assumptions if any, basis of design etc. in the final report. Every organization must have their standard format of reporting but the same changes slightly from project to project depending on client requirement. In this article I will try to highlight major points which must be included in the final report before sending to client for approval.

  • Each final report starts with a very nice front page. The front page normally includes the project name; project no, client name with logo, PMC name with logo and the performing organization or EPC consultant name with logo. It should also include the name of the stress system and system number for which report is prepared.
  • In the 2nd page normally it is better to include a table with revision details, name of performer, checker and approver along with signature and report issue date. It informs the client about responsible persons who are performing the analysis.
  • Next sheet or page should include a brief content of all the major points with page numbers which are included in the report. From this page the client will be able to know whether all relevant points are incorporated and considered in the analysis or not.
  • From next page onwards, the actual analysis report of each stress system starts. Broadly the report should include the following major points:
  1. Project Background: the project background can be included in 3-4 sentences highlighting major points of the project. Many organizations use this as starting point of introduction part of the report. However I personally do not prefer to include it.
  2. Document Scope and Purpose: Every document must start stating the objective/ scope and purpose of the document. In this part you can include the major system description. A typical objective is included here for your reference: “The main objective of this document is to furnish the findings of stress analysis performed on SYS-001 (Line 42”-P-YYYY-YYYY line routed from Tie-in YYYY to Tank (T-YYYY) inlet nozzle.” In a similar way you can describe your system for which you are preparing the report.
  3. Next you can include a list of all abbreviations what you are going to use in the report. If you are not using abbreviated terms then this part is not required.
  4. Now you have to include the lines which are included in that specific stress system. After including the major system lines, you can include the reference lines with suffix REF (Ex. 18”-P-1235-REF).
  5. Next you have to include names and numbers of all reference documents which are used in the analysis. Reference documents means you should include P&ID number with revision, line list number with revision, PMS number with revision, Equipment TAG and GA drawing number with revision, Any datasheet (PSV, Control Valve etc.) number with revision etc.
  6. Next part of the report is very important. Here you should mention all the considerations and assumptions, if any. In few points you should mention all major highlights which can impact the stress system. A typical example of assumptions are shown below:
    • Ambient temperature considered is 21° C.
    • All systems has been analysed for maximum and minimum design temperature cases. Operating temperature from line list is not used in the analysis.
    • Caesar II configuration file “mm.fil” is used in the analysis.
    • Rigid body weights (flanges, valves, strainers etc. as applicable) are considered from Caesar II database / Pipe Data Pro.
    • Control valve and PSV weights (wherever applicable) have been assumed suitably based on judgement where vendor data is not available.
    • Based on YYYYYY project, YYYY has considered Post Hydro test tank settlement value is assumed as 25 mm. All piping flanges have to be connected with tank nozzle flanges only after tank hydro testing activity is finished.
    • Seismic Analysis has been ignored in this stress analysis.
    • Wind Analysis has not been performed as most of the lines are below 10m elevation.
    • The existing part of lines has been modelled taking a reference from existing PDMS 3D model. We have provided sufficient flexibility for new line for arresting maximum thermal displacements where we could not find any guides/line stop in existing line for proper boundary condition.
  7. In this section you should write in brief the conclusions which you have reached after the analysis. A typical example is shown in the below mentioned bullet points:
    • Pipe Stresses are within allowable limit (Refer attached Stress Summary Report)
    • Support loads are within acceptable limit (Refer attached Restraint Summary Extended Report)
    • Thermal Displacements and Sustained Sagging is within acceptable limit (Refer attached Restraint Summary Extended and Sustained displacement Reports)
    • Equipment nozzle loads are qualified with Vendor Allowable Loads in GA drawing/ relevant API standard (for pumps) as applicable (Refer Nozzle Loading Details Sheet attached)
    • Supports at node YYY, ZZZ, PPP are lifting in design temperature condition. However separate hot sustained / lift off file has not been made as the system is qualifying under Appendix P operating code stress check of ASME B 31.3. (Refer attached Stress Summary Report).
    • Refer marked up stress isometrics for any stress recommendation.
    • Refer attached spring datasheets and SPS drawings for reference.
  8. In next section you can mention the load cases what you have considered for analysis. However as all load cases will appear in stress summary or restraint summary you can skip this part here.
  9. Now you are required to include the following reports from Caesar II. It is better to use an appendix for the same for proper demarcation. A typical method is shown here.
    • Appendix A: Stress Analysis input echo from Caesar II
    • Appendix B: Stress Summary Report from Caesar II
    • Appendix C: Restraint Summary Extended report from Caesar II
    • Appendix D: Sustained Displacement Report from Caesar II
    • Appendix E: Nozzle load qualification report (Normally in excel sheet, However NEMA/WRC Caesar II reports can be attached)
    • Appendix F: Trunnion calculation Report
    • Appendix F: Spring datasheets if any
    • Appendix G: SPS drawings if any
  10. In the final part you should include the final marked up stress isometrics and reference drawings in attachment form as shown below:
    • Attachment A: Marked up stress isometrics.
    • Attachment B: P&ID drawing highlighting the system marked up
    • Attachment C: LDT/ Line List drawing highlighting the specific lines.
    • Attachment D: Equipment GA Drawings highlighting the nozzles and relevant data.
    • Attachment E: PMS
    • Attachment F: Caesar II plots for overall system look.

Briefly the above mentioned points are sufficient for a complete report. However if client insist for any additional details you have to include the same along with the above mentioned points. Hope now you will be able to prepare a complete report of the stress systems what you are performing.

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Anup Kumar Dey

I am a Mechanical Engineer turned into a Piping Engineer. Currently, I work in a reputed MNC as a Senior Piping Stress Engineer. I am very much passionate about blogging and always tried to do unique things. This website is my first venture into the world of blogging with the aim of connecting with other piping engineers around the world.

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