COVID-19 Update: We are currently shipping orders daily. However, due to transit disruptions in some geographies, deliveries may be delayed. To provide all customers with timely access to content, we are offering 50% off Science and Technology Print & eBook bundle options. Terms & conditions.
The Planning Guide to Piping Design - 1st Edition - ISBN: 9781933762371, 9780127999937

The Planning Guide to Piping Design

1st Edition

Authors: Richard Beale Paul Bowers
Hardcover ISBN: 9781933762371
Paperback ISBN: 9780128102268
eBook ISBN: 9780127999937
Imprint: Gulf Publishing Company
Published Date: 1st September 2010
Page Count: 227
Sales tax will be calculated at check-out Price includes VAT/GST
Price includes VAT/GST

Institutional Subscription

Secure Checkout

Personal information is secured with SSL technology.

Free Shipping

Free global shipping
No minimum order.

Table of Contents



List of Figures

List of Tables

1 Before You Begin

1.1 Introduction

1.2 Standards

1.2.1 Standard Drawings

1.2.2 Charts

1.2.3 Drawing Templates and Drawing Standards

1.2.4 Drawing Numbering

1.2.5 3-D Model Numbering

1.2.6 Material Commodity Codes

1.3 Specifications

1.3.1 Piping Classes

1.4 Procedures

1.4.1 Stick Files

1.4.2 Inter-discipline Drawing Reviews

1.4.3 Line Numbering

1.4.4 Stress Analysis

1.4.5 CAD Set-up

1.4.6 3-D Model Reviews

1.4.7 Checking

1.4.8 Manhour Estimating

1.4.9 Progress Reporting

1.4.10 Management of Change

1.4.11 As-Builting

1.4.12 Project Close-out

1.5 Piping Execution Plan

1.5.1 Design Basis Memorandum (DBM)

1.5.2 Project Execution Plan (PEP)

1.5.3 Contracting and Procurement Plan and Construction Execution Plan

1.6 Conclusion

2 Procedures

2.1 Introduction

2.2 Master Stick Files, Working Copies, and Inter-Discipline Drawing Reviews (IDR)

2.2.1 Master Stick Files

2.2.2 Working Copies

2.2.3 Inter-Discipline Drawing Reviews

2.3 Vendor Drawing Reviews

2.4 Line Numbering

2.4.1 Line Numbering Rules

2.5 Stress Analysis

2.5.1 The Stress Analysis Procedure

2.5.2 Stress Analysis Procedure Notes

2.6 Model Reviews

2.6.1 Model Review Procedure

2.6.2 Model Review Matrix

2.7 Checking

2.7.1 Clash Check Reporting Procedure

2.7.2 Equipment Checking Procedure

2.7.3 Piping Arrangement and Isometric Checking

2.7.4 Prerequisites and Checking Procedure

2.8 Manhour Estimating and Manpower Planning

2.8.1 Manhour Estimating

2.8.2 Manpower Planning

2.8.3 Other Considerations

3 Deliverables

3.1 Introduction

3.2 Deliverables

3.2.1 Cover Sheets and Drawing Indexes

3.2.2 Plot Plan

3.2.3 Key Plans

3.2.4 Location Plans

3.2.5 Piping Arrangements

3.2.6 Isometrics

3.2.7 Isometric Logs

3.2.8 Tie-in Isometrics

3.2.9 Tie-in List

3.2.10 Demolition Drawings

3.2.11 Heat Tracing Circuit Layouts

3.2.12 Heat Tracing Logs

3.2.13 3-D Models

3.2.14 Model Indexes

3.2.15 CWP Drawing Packages and Scopes of Work (SOW)

3.2.16 Process Flow Diagrams (PFDs)

3.2.17 Piping and Instrumentation Diagrams (P&IDs)

3.2.18 Line Designation Tables (LDTs)

4 Detailed Design

4.1 Introduction

4.2 Contracting and Procurement Plan and Construction Execution Plan

4.3 Modularized and Field Erected Piping Splits and CWP Boundaries

4.3.1 Notes to Figure 4–1

4.4 Model Boundaries

4.4.1 Study Model Boundaries

4.4.2 Detailed Model Boundaries

4.5 Shop and Field Material Splits

4.6 Procurement Splits

4.7 Issued For Bid and Bid Evaluations

4.7.1 Issued for Bid

4.7.2 Clarifications from Bidders and Bid Evaluations

4.8 Equipment Coordinates and Elevations

4.9 Module Design

4.9.1 Design Considerations

4.10 Module Numbering

4.11 Drafting Practice

4.11.1 A Brief History

4.11.2 3-D CAD Drafting Practice

4.11.3 Ownership and Training

4.11.4 Piping Arrangements

4.11.5 Isometrics

4.12 Holds

4.13 Project Binders and Lists

4.13.1 Project Binders

4.13.2 Piping Job Notes and CAD Job Notes

4.13.3 Action Item List and Needs List

4.13.4 Equipment List

4.13.5 Data Sheets

4.14 Managing Standard Drawings

4.15 Project Meetings

4.16 Progress Monitoring

4.17 Design Change Notice (DCN)

4.18 Field Change Notice (FCN)

4.19 Request For Information (RFI)

5 Shop Fabrication

5.1 Introduction

5.2 Kick-off Meetings

5.3 Scopes of Work (SOW)

5.3.1 Example of Pipe Spool Fabrication Scope of Work

5.3.2 Example of Module Fabrication and Assembly Scope of Work

5.4 Instruction to the Fabricator

5.4.1 Example of Instruction to Fabricator

5.5 Requests For Information (RFI)

5.6 Visits with the Fabricators

5.6.1 The Value of Shop Visits

5.6.2 Supporting the Fabricators

5.7 Automatic Spool Generation

5.8 Conclusion

6 Field Construction

6.1 Introduction

6.2 Support from the Home Office

6.2.1 Kick-off Meetings

6.2.2 Field Erection of Piping Scope of Work

6.2.3 Computers, 3-D Software Set-ups, and Maintenance

6.2.4 Request for Information

6.3 Support in the Field

6.3.1 Utilizing the 3-D Models

6.3.2 Problem Solving

6.3.3 Punch Lists and Deficiency Reports

6.3.4 Compiling and Submitting RFIs

6.3.5 Investigating Back Charges and Extras

6.3.6 Progress Monitoring

6.3.7 Maintaining the Master Stick Files

6.3.8 As-Builting

6.4 Lessons Learned

6.5 Safety




Peter Smith has joined forces with skilled consultants to take his piping series to the next level. The Planning Guide to Piping Design covers the entire process of planning a plant model project from conceptual to mechanical completion, and explains where the piping lead falls in the process along with his roles and responsibilities. Piping Engineering Leads (or PEL's) used to only receive on-the-job training to learn the operation of producing a process plant. Over time, more schools and programs have developed a more advanced curriculum for piping engineers and designers. However, younger generations of engineers and designers are growing up with a much more technological view of piping design and are in need of a handbook that will explain the proven methods of planning and monitoring the piping design in step-by-step processes. This handbook will provide mentors in the process piping industries the bridge needed for the upcoming engineer and designer to grasp the requirements of piping supervision in the modern age.


No. of pages:
© Gulf Publishing Company 2011
1st September 2010
Gulf Publishing Company
Hardcover ISBN:
Paperback ISBN:
eBook ISBN:

Ratings and Reviews

About the Authors

Richard Beale

Richard Beale has over 40 years of plant layout and piping design experience on upstream, midstream and downstream oil and gas industry projects in the employ of engineering, fabrication, construction and producer companies. His career started as a junior piping draftsman in 1974, and over the years he has held the roles of piping drafter, piping designer, piping squad leader, project piping lead, design and drafting department manager, and technical support to fabrication and construction. He is currently employed by a major oil and gas producer in Engineering Information Management. Having witnessed the technological transition from manual design and drafting to 2D CAD and 3D CAD, he holds a firm belief that a key ingredient to full realization of successful project execution through the adoption of new design technology is being lost. This being a corresponding erosion of experienced design and drafting practitioners possessing of the abilities to develop, modify, and execute new and existing design and drafting procedures that complement the changing technology. It is this belief that has stirred him to write this book as a way of filling the experience gap

Affiliations and Expertise

Currently employed by a major oil and gas producer in Engineering Information Management, Canada

Paul Bowers

Paul Bowers is a senior piping designer with over 30 years of experience working on major process plant projects including refining, cryogenics, pulp & paper, petrochemical, industrial gas installations and SAGD as well as CAD/engineering automation administration. As a software and technology enthusiast Paul believes that machines must adapt to humans and not the other way around. Currently residing in the Montreal area, Paul has been owner of the domain since 1998 is currently webmaster / web developer / "Digital Administrator" and a director with the Houston-based Society of Piping Engineers and Designers as well as founder and past president of the Calgary chapter of the same organization.

Affiliations and Expertise

Webmaster, web developer, Digital Administrator and Director, Houston-based Society of Piping Engineers and Designers