121205

PETRONAS TECHNICAL STANDARDS
Petroleum And Natural Gas Industries-High-Speed

Special-Purpose Gear Units
PTS 12.12.05
May 2014
2014 PETROLIAM NASIONAL BERHAD (PETRONAS)

All rights reserved. No part of this document may be reproduced, stored in a retrieval system or transmitted in any form
or by any means (electronic, mechanical, photocopying, recording or otherwise) without the permission of the copyright
owner.PETRONAS Technical Standards are Companys internal standards and meant for authorized users only.
PETROLEUM AND NATURAL GAS INDUSTRIES HIGH-SPEED SPECIAL-PURPOSE GEAR UNITS
PTS 12.12.05
May 2014
Page 2 of 25
FOREWORD
PETRONAS Technical Standards (PTS) has been developed based on the accumulated knowledge,
experience and best practices of the PETRONAS group supplementing National and International
standards where appropriate. The key objective of PTS is to ensure standard technical practice across
the PETRONAS group.
Compliance to PTS is compulsory for PETRONAS-operated facilities and Joint Ventures (JVs) where
PETRONAS has more than fifty percent (50%) shareholding and/or operational control, and includes
all phases of work activities.
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Contractors/manufacturers/suppliers who use PTS are solely responsible in ensuring the quality of
work, goods and services meet the required design and engineering standards. In the case where
specific requirements are not covered in the PTS, it is the responsibility of the
Contractors/manufacturers/suppliers to propose other proven or internationally established
standards or practices of the same level of quality and integrity as reflected in the PTS.
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In issuing and making the PTS available, PETRONAS is not making any warranty on the accuracy or
completeness of the information contained in PTS. The Contractors/manufacturers/suppliers shall
ensure accuracy and completeness of the PTS used for the intended design and engineering
requirement and shall inform the Owner for any conflicting requirement with other international
codes and technical standards before start of any work.
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PETRONAS is the sole copyright holder of PTS. No part of this document may be reproduced, stored
in a retrieval system or transmitted in any form or by any means (electronic, mechanical, recording
or otherwise) or be disclosed by users to any company or person whomsoever, without the prior
written consent of PETRONAS.
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The PTS shall be used exclusively for the authorised purpose. The users shall arrange for PTS to be
kept in safe custody and shall ensure its secrecy is maintained and provide satisfactory information
to PETRONAS that this requirement is met.
PTS 12.12.05
May 2014
Page 3 of 25
ANNOUNCEMENT
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Please be informed that the entire PTS inventory is currently undergoing transformation exercise
from 2013 - 2015 which includes revision to numbering system, format and content. As part of this
change, the PTS numbering system has been revised to 6-digit numbers and drawings, forms and
requisition to 7-digit numbers. All newly revised PTS will adopt this new numbering system, and
where required make reference to other PTS in its revised numbering to ensure consistency. Users
are requested to refer to PTS 00.01.01 (Index to PTS) for mapping between old and revised PTS
numbers
for
clarity.
For
further
inquiries,
contact
PTS
administrator
at
[email protected]
PTS 12.12.05
May 2014
Page 4 of 25
Table of Contents
1.0
INTRODUCTION ............................................................................................... 5
1.1 SCOPE.......................................................................................................................... 5
1.2 GLOSSARY OF TERMS .................................................................................................. 5
1.3 SUMMARY OF CHANGES............................................................................................. 5
AMENDMENTS/SUPPLEMENTS TO ISO 13691:2011 FOR HIGH-SPEED SPECIALPURPOSES GEAR UNITS .................................................................................... 6
3.0
BIBLIOGRAPHY............................................................................................... 23
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2.0
PTS 12.12.05
May 2014
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1.0
INTRODUCTION
This PTS provides requirements and recommendations for design of high-speed specialpurpose gear units for onshore and offshore services. This PTS fully adopts and supplements
the ISO 13691 and based on PETRONAS lessons learnt and best practices.
1.1
SCOPE
GLOSSARY OF TERMS
1.2.1
General Definition of Terms & Abbreviations
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The detailed scope of high-speed special-purpose gear units shall be as per the engineering
data requisition sheets for supply of the equipment in compliance with this PTS including
relevant codes & standards. Vendor shall include all special features necessary for reliable
and safe operation as well as safeguarding and control of the equipment considering required
operating conditions e.g. start up, shutdown, any fluctuations of operating parameters as
indicated in the data sheet.
Specific Definition of Terms

No
Definition
Lower speed gear element in mesh (also reffered to as

gear)
Wheels
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Term
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1.2.2
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Refer to PTS Requirements, General Definition of Terms, Abbreviations & Reading Guide PTS
00.01.03 for General Definition of Terms & Abbreviations.
Specific Abbreviations
1.3
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None.
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1.2.3
Table 1 Specific Definition of Terms
SUMMARY OF CHANGES
This PTS 12.12.05 replaces PTS 31.29.00.32 (January, 2011).
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May 2014
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2.0
AMENDMENTS/SUPPLEMENTS TO ISO 13691:2011 FOR HIGH-SPEED SPECIAL-PURPOSES

GEAR UNITS
In this section, the reference clauses of ISO 13691:2011 are amended or supplemented,
existing clause is deleted or new sections are added as mentioned. The clauses of ISO
13691:2011 that are not mentioned in this PTS shall apply and remain valid.
SCOPE
Addition of new clauses;
For gear ratio of up to 1:9, one-stage speed increasers or reducers shall be utilized. Higher
gear ratios shall be subject to Owner approval and shall use two-stage speed or epycyclic gear
increasers.
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For critical services, application of either a single-helical gear or double-helical gear shall be
agreed by the Owner. Double-helical gears shall be applied where large cyclic torque
variations are expected (e.g. reciprocating compressors), and shall be the first preference due
to its advantages of having a balanced thrust, smaller footprint and ligher weight.
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Configurations where extended periods of load reversals may take place such as a power
recovery train; gear selection shall be subjected to Owners approval. Gearboxes
experiencing extended periods of load reversals require special design considerations with
regards to tooth accuracy and tooth profile modification on the normally unloaded face
which may differ from the normally loaded face, lubrication points, and bearing load direction
changes.
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Manufacturer shall supply the gear unit inclusive of all relevant information (e.g. dynamic
analysis, performance, dimensions, noise emission, etc.) to the Contractor for mounting on
the equipment common base plate, unless otherwise specified.
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Special-purpose gear units shall be supplied by qualified Manufacturer with referenced

experience in manufacturing at least two gear units of similar duties and build specifications
with comparable power rating, selection factor, pinion speed, and pitch line velocity to the
proposed gear unit. Each of the gear units being referenced shall have acquired a minimum
of 16,000 hours of trouble free operation.
The qualified Manufacturer and its sub-Suppliers shall have an implemented and effective
quality system in accordance with ISO 9001, or an equivalent internationally recognised
quality system acceptable to the Owner.
Primary quotation by the Manufacturer shall conform to the requirements of this PTS.
Alternative quotations offering significant price, delivery, or technical advantage may be be
submitted with the alternative proposals clearly defined.
5
BASIC DESIGN REQUIREMENTS
5.1
GENERAL
5.1.3
Delete the clause and replace with;
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May 2014
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Noise control shall be in accordance with PTS 12.01.02. Contractor shall communicate the
noise limitations specification to the Manufacturer using Standard Drawing D12.90.009 and
PTS 12.90.011 as part of the requisition. The Manufacturer has the responsibility to assure
that the equipment noise limitations have been specified.
The Manufacturer shall submit the guaranted sound power levels, sound pressure levels and
the relevant information in accordance to Standard Drawing D12.90.009. Any silencing
measures required in order to meet the specified sound levels shall be indicated by the
Manufacturer.
5.1.4
Addition the the clause;
5.1.5
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The equipment shall be designed to handle maximum torque transmissions during any
anticipated transient conditions demanded by the driver or driven equipment, during startup or overload torques. Consideration should also be given to maximum power generated by
diesel and gas turbine drivers when operating at the specified minimum ambient
temperature, whereby it is the responsibility of the Contractor to ensure Manufacturer is
made aware of such loads.
The arrangement of the equipment, including piping and auxiliaries, shall provide adequate
clearance areas and safe access for operation and maintenance.
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5.1.6
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5.1.7
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Electrical components and installations shall be suitable for the area classification, gas
grouping, and temperature classes specified by the Owner on the engineering data
requisition sheets.
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Oil reservoirs and housings that enclose moving lubricated parts (such as gears, bearings,
shaft seals), highly polished parts, instruments and control elements, shall be designed to
avoid contamination by moisture, dust and other foreign matter during periods of operation
and idleness.
5.1.8
Delete the second sentence and replace with;

The Contractor shall be responsible for the performance of the combined units after
installation on-site.
5.1.9
Delete the second and thid sentences of the clause and replace with;
Design of the base-plate and the machinery train overall alignment scheme shall be the
responsibility of the Contractor. Levelling features on the base-plate shall be provided to
ensure the gear unit is not twisted on the base-plate. The Manufacturer shall submit the static
and dynamic foundation loads and the expected shaft displacements to the Contractor for
alignment purposes. The Contractors proposed base-plate design and the Contractors
foundation details shall be reviewed by the Manufacturer. Prior to unit handover, tooth
PTS 12.12.05
May 2014
Page 8 of 25
contact pattern and cold and hot alignment checks shall be verified by the Manufacturers
representative at the Owners site.
5.1.10 Delete the clause and replace with;
Owner shall specify the weather and environmental conditions in which the equipment must
operate (including maximum and minimum temperatures, humidity and dusty or corrosive
conditions).
5.5.11 Delete the clause and replace with;
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Gear units shall not require a running period at reduced speed and load in the field. In case
of the oil to be used in the field is not compatible with FZG gear testing requirement for initial
operation, Manufacturer shall include running-in of the gear as part of the supply scope. The
running-in oil shall be thoroughly removed and cleaned from the gear unit.
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5.1.14 Addition to the clause;
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The procurement of spare parts shall be available from the Manufacturer. The Manufacturer
shall retain all manufacturing drawings for a minimum of 20 years or the equipment service
life specified.
5.1.15 Addition to the clause;
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Vertically offset, parallel gear sets are allowed.
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5.1.17 Any change made to which is not proven in similar machines manufactured for the last five
years, or which have not acquired a minimum of 16,000 hours of trouble-free operation shall
have the changes listed in the Manufacturers proposal and shall be subject to approval by
the Owner.
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5.1.18 Component having design or manufacturing error, faulty material or damage shall be
replaced. In the event the component is proposed to recover instead of being replaced, the
repair method shall be submitted to the Owner for approval. Additional tests or calculations
may be necessary to establish the repair effectiveness and to ensure no detrimental effect
on the serviceability of the component.
5.1.19 Primary quotation by the Manufacturer shall conform to the requirements of the requisition
documents and this PTS. Alternative quotations offering significant price, delivery, or
technical advantage may be submitted with the alternative proposals clearly defined.
5.2
GEAR RATING
5.2.3
Rating criteria
Addition to the clause;
Scuffing resistance shall be considered in the gear design, where calculations of the
probability of scuffing (scoring), including flash temperature index shall be performed and
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May 2014
Page 9 of 25
reviewed with the Contractor and Owner. The probability of scoring shall be demonstrated
to be no higher than Vendors prior satisfactory experience.
5.2.6.1 General
Delete the last sentence of the third paragraph and replace with;
When modified helices are to be furnished, minimum acceptable tooth contact patterns
obtained in the checking stand, housing or test stand shall be specified by the Manufacturer.
5.2.7
Scuffing
The last sentence of the clause is deleted and replace with;
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Manufacturer may use an alternative method to the flash temperature method and the
integral temperature method in order to evaluate scuffing resistance but shall provide
evidence to support the method used.
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5.2.8.3 Selection factor, KSL
The selection factor (KSL) shall have a value of no less than the value as indicated in ISO 13691
Table 5 (Selection Factors KSL). Gas turbine driven generator sets, regardless of base-load or
peaking application shall have a minimum selection factor of 1.3.
GEAR ELEMENTS
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5.3
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5.3.1.1 Addition to the clause;
Gear teeth shall be finished by grinding, unless otherwise approved by the Owner. Finishing
by lapping to achieve the required surface finish is not allowed.
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Plating of gear teeth shall be subject to Owners approval.

The agreed solution shall be consulted with the Owner and subjected to the Owners
approval.
The inspection of mating gears (each pair) shall be in accordance with this clause. The results
of the tooth contact check shall be well-kept with a copy of the results included in the
maintenance manual.
Addition of new clause;
5.3.2.4 Shaft position and centre distance tolerances shall be in accordance with DIN 3964.
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May 2014
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Gear backlash and teeth thickness deviations and tolerances shall be in accordance with DIN
3967 class 25 or superior standards. Actual standard of accuracy applied in manufacturing
shall be stated by the Manufacturer.
5.3.3.2 Delete the first paragraph and replace with;
Gears shall be integrally forged with their shafts regardless of pitch line velocities.
Delete the NOTE and replace with;
Addition of new clause; intensify
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It shall be noted that non-homogeneities (e.g. non-metallic inclusion, shrinkage, segregations

or cavities) may affecting an integrally forged gear for a unit with a ratio of about 1:3 or higher
from forgings with high volume concentrations of material. Heat treatment process can
further exaggerate these discontinuities from residual stresses in creating possible crack
initiation locations. A strict quality control such as full radiographic inspection required to be
put in place for non-metallic elements on the material if allowed by the material specification.
The application of hollow shaft designs or separate forging (in special cases) for gear and shaft
may lessen the problem.
Design of gear units with pitch line velocities above 150 m/s at maximum continuous speed
shall be subjected for review by Contractor and Owner and shall be approved by Owner prior
to acceptance.
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Shaft
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5.3.4
5.3.3.3 Use of shrunk-on, forged rims shall be subjected to the Owners approval. Finishing of gear
mesh shall only be carried out after the gears are shunk unto the shaft.
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Stress-relieve shall be applied to all shafts prior to machining.

5.3.4.2 Delete the word purchasers in the last sentence of the NOTE and replace with Owners
5.3.4.4 Addition of new clause;
Integrally forged, flanged shaft-ends to which couplings shall be bolted shall be supplied
when possible. When shafts with integrally forged flanges are not possible, hydraulically
fitted couplings should be supplied, subject to Owners approval. Shrink-fitting of couplings
using heat shall not be used.
5.4
CASINGS
5.4.1.1 Delete the clause and replace with;

Gear casings shall be casted and stress relief annealed to ensure dimentional stability.
PTS 12.12.05
May 2014
Page 11 of 25
5.4.1.6 Delete the last ssentence of the clause and replace with;
Threaded connections shall not be used.
5.4.1.7 Delete the text paragraph only and replace with;
5.4.1.11
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All piping and nozzles shall be AISI 316 stainless steel. When flanges are not possible due to
space limitations within the gear, stainless steel tubing and forged AISI 316 stainless steel
compression fittings shall be used. The stainless steel tubing size and thickness shall meet the
requirements of ISO 13691 (Minimum Tubing Wall Thickness). The make and model of fittings
shall be subject to the Owners approval. All nuts and fastening devices inside the gear shall
be positively locked against becoming loose and preventing disengagement. Sealing tape is
not allowed.
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5.4.1.13.
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The filter-breather outlet shall be flanged to allow connection to a fully closed vent system
or piped to a safe location, if specified by Owner.
Application of permanent coating or painting inside the casing is not permitted.

5.4.4.2 Delele the fourth sentence of the clause and replace with;
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Lifting lugs or similar fixed lifting point(s) shall be provided for any maintenance item with a
mass greater than 20 kg. For internal components, screw-type eyebolts may be utilized when
other lifting arrangements are not practical. Permanent and clear identification of the lifting
points shall be applied where the lifting points are intended for lifting the cover only and not
for lifting the complete gearbox.
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5.4.4.3 Bearing clamped in position by bearing caps independent of the casing cover is the preferred
design and should be used if available. Otherwise, bearings clamped by the upper casing part
with long stay bolts may also be used. The upper and lower halves of the bearings shall be
positively fixed together and the complete bearings shall be precisely fitted to the lower
casing part and locked against any rotational and axial movement. The bearings along with
its clearances or the alignment shall not be disturbed when upper part of the casing is
removed.
5.4.4.4 The upper casing shall not have any auxiliaries or junction boxes mounted to it.
5.4.4.5 Two (2) standard earthing bosses shall be diagonally installed on the casing, in accordance
with standard drawing S 68.004.
5.5
CASING CONNECTIONS
5.5.1

Lubricating oil supply connection shall be a single connection.
PTS 12.12.05
May 2014
Page 12 of 25

5.5.5.1 All connections including instrument connections shall have its connection at the outside of
the enclosure when noise hood is supplied.
5.5.6
Delete the second sentence of the clause and replace with;

On weldable casings when not practical for flanged, machined and studded openings, DN25
or greater openings shall be full penetration butt welded connections and socket weld
connection is not allowed. For openings smaller than DN25, reinforced boss connections of
the weldolet type may be applied using full penetration butt welds only. Threaded
connection is not permitted.
5.5.7
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5.5.6.3 The words or slip-on in the clause is deleted.
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All flanges for casing connections shall be raised face, welding neck and rating class 300 in
compliance with ASME B16.5 or alternatively, rating PN 50 in accordance with ISO 7005-1.
5.5.7.1 The clause is deleted.
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5.5.9
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Threaded connection is not permitted.

DYNAMICS
5.6.1
Critical speeds
5.6.1.4.3
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5.6
The Manufacturer shall submit both undamped analysis and the damped unbalanced
response analysis. Consideration of unloaded operation shall be made for proper
performance.
The gear lateral analysis is the responsibility of the gear Manufacturer and the lateral critical
speed analyses report shall be submitted to the Owner.
5.6.1.6 Delete the last sentence of the clause and replace with;
The Manufacturer shall submit the damped unbalanced rotor response plot for all the
conditions which are applicable to map the undamped critical speeds and operating speeds.
The rotor response plots to unbalance weight, damped and undamped, at no load, 50% load
and full load torque shall also be included in the report.
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The undamped, torsional natural frequencies of the complete train shall be at least 10%
above or 10% below any possible excitation frequency between minimum continuous speed
and trip speed.
Torsional and lateral analysis of the complete train shall be performed by the Contractor
unless otherwise specified in the engineering data requisition sheet. The Manufacturer shall
furnish all necessary data to the Contractor for performing the rotor-dynamic analyses and
submitted to the Owner for review. Necessary modifications may be specified by the
Contractor.
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If specified, Manufacturer shall perform a torsional analysis of the entire train (independent
of the above) with the basic dimentions, stiffness data and torsional excitation sources that
is provided by the driver and driven equipment Manufacturers. The minimum requirements
of the torsional analysis shall include the following:
iv.
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Analyses method to be describe in detail.

Graphical view of the mass elastic system.
Table of mass moment of inertia and torsional stiffness for each identified
component in the mass elastic system.
Graphical view of exciting frequencies or sources versus natural frequencies.
Table of torsional critical speeds and with its associated deflections.
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i.
ii.
iii.
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The acceptable amplitude of any discrete, non-synchronuous vibration shall be less than or
equal to 20 % of the allowable unfiltered vibration level, or 3 microns peak-to-peak,
whichever is less. This applies to both cold and hot operating conditions with the limits
including the combination of mechanical and electrical run-out.
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5.6.3.5 Delete the second sentence and replace with;

The overall unfiltered vibration maximum limit on the bearing housing in any plane,
measured in the specified speed range shall be 3 mm/s RMS.
In Table 9, the Note a is deleted.
5.7
BEARINGS AND BEARING HOUSINGS
5.7.1
General

Bearing shells locations and orientation shall be marked on the shell at assembly.
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May 2014
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If specified otherwise by Owner, bearing metal temperature detection shall be by platinum

RTDs (100-Ohm, 3-wire) with arrangement as follows:
i.
ii.
iii.
5.7.2
Two (2) simplex RTDs shall be supplied and located within the expected load zone
of radial bearings.
Six (6) simplex RTDs (three (3) on the active side and three (3) on the inactive
side, one RTD per pad) with each RTD located in the highest loaded area of the
pad of thrust bearings.
The maximum bearing metal temperature shall be 110 C, under any load
condition with the maximum specified oil inlet temperature.
Radial bearings
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Thrust bearings
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5.7.3
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Means of adjusting the gear mesh shall be provided by the Manufacturer should the tooth
contact is not optimum.
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Bearings design shall be able to deliver stable performance for the full operating speed range
with 0% to 100% of the rated power and allow for load angle changes during transient torque
conditions. When specified by the Owner, a graphic display of speed versus bearing maximum
load capacity shall be submitted by the Manufacturer for approval. The display shall show
the boundaries of minimum oil thickness and the transmitted power which produces the
maximum bearing lining metal temperature with consideration of any intrinsic misalignment.
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For all single-helical gear sets, each shaft shall have thrust bearings.
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The last sentence is deleted.

Hydrodynamic thrust bearings shall be multiple-segment type and self-equalizing. The design
of a fixed, taper-land thrust bearings are not permitted. Integral thrust collars with the shaft
shall be used when possible.
5.7.3.3 In the third sentence, delete the word Table 9 and replace with Table 10.
5.7.4
Bearings housing

Probes and proximeters shall be supplied by the Manufacturer as per the type specified while
read-out instrumentation may be provided by others. The probes shall be capable of being
adjusted within the probe holders while the gear unit is in operation and shall be in housing
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May 2014
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suitable for the specified area classification. All probes shall have the same cable length and
wiring shall be in conduits.
5.8
LUBRICATION
5.8.5
Delate the clause and replace with;

Pressurised oil systems shall conform to the requirements of PTS 12.12.01.
5.8.6
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It is the responsibility of the Manufacturer to coordinate with the Contractor to guarantee

the oil used in any testing (such as in a string test at the Contractors works) has an adequate
FZG (gear testing) factor for the gear unit.
The lubricating oil specifications, supply temperature, pressure ranges and the required
amount shall be stated by the Manufacturer in the operating manual.
5.9
MATERIALS
5.9.1
General
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5.8.7
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Deviations in the Manufacturers material specification (i.e. physical properties, chemical

composition, and test requirements) from the specified material shall be included in the
proposal and subject to the Owners approval.
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Materials used for wheel and pinion teeth shall be carburized and case-hardened. Throughhardened gearing may be offered as an alternative should it offer technical and/or
commercial advantages.
5.9.1.7 All repairs inspection requirements and acceptance standards shall be in accordance with the
original material specification. Major weld repairs shall be approved by the Owner prior to
the repair. Major weld repair is defined as repair through either removal of at least 50 % of
the wall thickness, or a length exceeding 150 mm in one or more directions, or a total repair
surface area of more than 10 % of the original surface area.
5.9.2
Welding of rotating elements
5.9.2
The clauses 5.9.2.1, 5.9.2.2, 5.9.2.3 and 5.9.2.4 are deleted and replace with;
Welding of rotating elements is not permitted.
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ACCESSORIES
6.2
COUPLINGS AND GUARDS
6.2.2

Couplings shall conform to PTS 12.12.06. Unless otherwise agreed by the Owner, gear and
pinion shall be furnished with integrally forged coupling flanges.
6.2.6
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The coupling mounting shall conform to PTS 12.12.06. The coupling mounting shall transmit
torque only through friction and shall not have any proportion of the torque transmitted by
shear on the coupling bolts. When used in an electric power generator, the gear unit and
coupling connections shall be able to withstand the torques produced from the conditions as
follows:
i.
line to line short circuit.
ii.
mis-synchronisation to the grid
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Both the Manufacturers for the driver and generator shall compute the resulting torques and
the results presented to the Owner for approval. It is the responsibility of the Contractor to
coordinate the information flow between all parties involved.
The Contractor shall furnish the Manufacturer with the selected couplings certified prints
indicating all necessary data (i.e. type, rating, torque, weight, location of centre of gravity,
mass moment of inertia, torsional stiffness, axial stiffness, balance, end play tolerance)
6.2.8
Coupling guards shall be supplied and shall be made of aluminium or of other suitable nonsparking, metallic material. Fully enclosed coupling guards shall be oil tight and equipped with
vent and drain connections, each at least of size DN 50. The coupling guard shall have
stainless steel bellows at one end to accommodate axial and lateral movements of the
adjacent machines. Coupling guards size shall be sufficiently adequate to ensure the guard
temperature is kept below 85C, or lower if necessary e.g. due to iinstrumentation.
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6.2.7
Non-sparking, metallic material open type coupling guards shall be preferred for cases where
dry type couplings are specified. Guards design shall accommodate for axial and lateral
movements of the adjacent machines.
6.3
MOUNTING PLATES
6.3.1
General

Levelling screws shall be supplied for mounting plates intended for installation on concrete.
6.3.2
Baseplate
6.3.2.7 Delete the first sentence of the clause and replace with;
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Mounting pads on the bottom of the base plate shall be machined flat in one plane with the
maximum tolerance of 0.05 mm over the base plate total length in order to allow for a singlelevel foundation.
Gear mounting surface shall be machined to achieve a parallel surface of within 0.1mm/m
for each surface.
6.3.3
Soleplates and sub-soleplates
CONTROLS AND INSTRUMENTATION
6.4.1
General
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The finish of the sub-soleplate mating surfaces shall match that of the soleplates.
PTS 14.10.02 and PTS 14.10.03 shall be applied for instrument connections and
instrumentation.
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PIPING AND APPURTENANCES
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6.5
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The Owner specifications in the engineering data requisition sheets shall be complied for all
electrical equipments and instrumentation such as applicable temperature classes, gas
grouping and area classification.
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Lubricating-oil piping and appurtunences shall comply with PTS 14.10.02, unless otherwise
specified.
6.7
SPARES
The recommended spare parts by the Manufacturer shall be listed. Spares to be supplied with
the gear unit shall be proposed by the Contractor for Owners approval
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INSPECTION TESTING AND PREPARATION FOR SHIPMENT
7.1
GENERAL
7.1.1
Delete the first sentence of the clause and replace with;

The participation from the Owner and the Contractor in the inspection and testing shall be
as follows:
Delete clause item a) and replace with;
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a) The extent of the Owners and the Contractors participation shall be specified prior to
manufacturing.
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In clause item b), the word the purchaser is replaced with the Owner and/or the
Contractor.
In clause item 1), the words the purchaser or is replaced with the Owner and/or.
In clause item 2), the word purchaser is replaced with Owner.
In clause item 3), the word purchaser is replaced with Owner.
AS
7.1.3
-I
In clause item c), the word purchaser is replaced with Owner.
INSPECTION
7.2.1
General
PE
TR
7.2
The Manufacturer shall provide adequate advance notice to the Owner before conducting
any inspection or test that the Owner desires to be witnessed or observed.

A record of all as built dimensions and running clearances of the final assembly shall be
supplied by the Vendor to the Owner.
Agreement with Owner shall be obtained on the acceptance criteria of any tests not already
specified in this PTS or ISO 13691 prior to the testing.
The extent of liquid penetrant, magnetic particle, radiographic and ultrasonic examincation
to be carried out by the Manufacturer shall be specified by the the Contractor and subject to
Owners approval.
7.2.2.4.1
PTS 12.12.05
May 2014
Page 19 of 25
ASME VIII, Division 1, Appendix 6 shall be complied with for magnetic particle examinations.
7.2.2.4.2
Delete the first paragraph of the clause and replace with;
Welded fabrications acceptance standard shall be in accordance with ASME VIII, Division 1,
Appendix 6.
Castings acceptance standard shall be in accordance with ASME VIII, Division 1, Appendix 7.
Table 11 is deleted.
7.2.2.5.1
Delate the clause and replace with;
7.2.2.5.2
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ASME VIII, Division 1, Appendix 8 shall be complied with for liquid penetrant examinations.
7.2.2.6.3
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Welded fabrications acceptance standard shall be in accordance with ASME VIII, Division 1,
Appendix 8.
TESTING
7.3.1
General
AS
7.3
-I
100% ultrasonic inspection shall be performed after rough machining on main forgings and
hot-rolled shaft steels, with the acceptance criteria subject to the Owners approval.
7.3.2
PE
TR
Prior to testing, the Manufacturer shall submit final test procedures and test agendas for any
of the specified test to the Owner for Owners agreement.
Mechanical running tests

Mechanical test shall be run with loads i.e. representative of the loads that are expected to
be experienced in the field. Testing with no load condition shall also be considered since this
condition may be the worst condition for vibration behaviour, particularly for generator drive
applications.
Sufficient load shall be applied on the gear to ensure similar sitting of the shaft journals in
the bearings as per during service, hence ensuring meaningful vibration measurements
during the mechanical test.
Delete the clause c) and replace with;
c) Prior to any test, oil system components cleanliness downstream of the test-stand oil filters
shall meet the requirements of PTS 12.12.01.
PTS 12.12.05
May 2014
Page 20 of 25
7.3.2.2 j) Delete the clause and replace with;

The mechanical running tests shall verify that no resonant condition exists within the
operating speed range. Lateral critical speeds shall comply with the critical speeds
requirements of this PTS clause (5.6.1).
7.3.2.2 k) Delete the last sentence and replace with;
The speed range covered by these plots shall be 400r/min to the specified trip speed of the
driver.
7.3.2.2 l) Addition to the clause;
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During mechanical running test, the vibration levels and frequency spectrums shall be
recorded with the lubricating temperature varied. The lubricating temperature shall be held
at the temperature corresponding to the maximum allowable viscosity of the specified oil,
and at the temperature corresponding to the minimum allowable viscosity of the specified
oil, for 30 minutes at each condition. During the test, the levels of vibration and the
temperatures of bearing shall be recorded and well inside the limits specified.
7.3.2.3 b) Addition to the clause;
-I
After the completion of the mechanical running test, dismantling of unit may be needed for
inspection when malfunction, excessive repair, improper fabrication or other possible defects
are evident. The extent of disassembly shall be as required in order to verify the unit integrity.
AS
All testing requirements are also applicable to the spare gear set if a spare gear set is supplied.
TR
PE
During the mechanical running test of the equipment, any oil leakage is not acceptable and
shall be the reason or basis for rejection.
7.4
PREPARATION FOR SHIPMENT
7.4.1
Delete the second sentence and replace with;

The preparation shall make the equipment suitable for outdoor storage from the time of
shipment, with no disassembly required before operation as specified by the Owner.
7.4.3 b) Delete the clause and replace with;

Exterior machined surfaces shall be coated with a proper rust preventive suitable for outdoor
storage for the duration as specified by the Owner.
7.4.3 d) Addition to the clause;
PTS 12.12.05
May 2014
Page 21 of 25
Prior to any storage preparation, equipment shall be completely water free. All internals of
the equipment shall be protected to prevent ingress of water or dirt. Large cavities such as
bearing housings, and flange covers shall have vapour phase inhibiting crystals installed and
attached to it. Corrosion preventative and drying agents shall be listed with its details of
quantity and location to ensure its removal during preparation for start up.
7.4.3 i) Delete the first sentence in clause and replace with;
PE
TR
AS
-I
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When spare gear elements are purchased, the rotors shall be suitably prepared for unheated
indoor storage for a period of at least five years.
PTS 12.12.05
May 2014
Page 22 of 25
VENDORS DATA
8.2
PROPOSALS
8.2.3
Technical data
Delete the clause b. and replace with;
b. Noise levels with and without attenuation features conforming to PTS 12.01.02
requirements.
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n. Radial and thrust bearings data with full details.
o. Manufacturers quality plan in accordance with this PTS and ISO 13691 Annex F.
8.3
CONTRACT DATA
8.3.1
General
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p. Full load or partial load testing capability with the cost and timing of the test.
-I
AS
8.3.1.5 All data sheets and documentation shall apply the International System of Units (SI).
8.3.6.3 Manual for operation, maintenance and technical data
TR
PE
Manufacturing reports inclusive of material certificates for casings, shafts and gears shall be
included as part of the manuals. Certificates for heat treatment records, non-destructive test
records and hardness results shall be included. In addition, the Manufacturer shall also
furnish records of as-built clearances, rotating equipment balancing, shaft run-out checks,
tooth contact and surface checks, and complete results from running tests.
PTS 12.12.05
May 2014
Page 23 of 25
BIBLIOGRAPHY
In this PTS, reference is made to the following Standards/Publication. Unless specifically
designated by date, the latest edition of each publication shall be used, together with any
supplements/revisions thereto:
PTS STANDARDS
PTS 00.01.01
Requirements, General Definition of Terms

Abbreviations & Reading Guide
PTS 00.01.03
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Index to PTS
PTS 12.01.02
D12.90.009
enclosures
D12.90.011
Flexible couplings for mechanical power

transmission - special purpose applications
PTS 12.12.06
Lubrication, shaft sealing and control oil systems

for special-purpose application
PTS 12.12.01
AS
-I
Rotating equipment acoustic

(data/requisition sheets)
nt
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Equipment noise limitation (data/requisition

sheets)
se
Noise control
PTS 14.10.02
Instrumentation for equipment packages
PTS 14.10.03
TR
Instruments for measurement and control
STANDARD DRAWINGS
NOTE: The latest revisions of Standard Drawings are identified in PTS 00.11.01
PE
3.0
Earth bosses
D68.004
AMERICAN STANDARDS
Fundamental Rating Factors and Calculation
Methods for Involute Spur and Helical Gear
Teeth
AGMA 2001-C95
Specification for High Speed Helical Gear Units
AGMA 6011-H98
American Gear Manufacturer's Association

500 Montgomery Street
Suite 350
Alexandria, VA 22314-1560
Special Purpose Gear Units for Petroleum,

Chemical, and Gas Industry Services.
API 613
PTS 12.12.05
May 2014
Page 24 of 25
Lubrication, shaft sealing, and control oil

systems and auxiliaries for petroleum, chemical
and gas industry services
API 614
Issued by:
American Petroleum Institute
Publications and Distribution Section
1220 L Street Northwest
Washington DC. 20005
USA.
ASME B16.5
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Pipe flanges and flanged fittings, NPS through

NPS 24
GERMAN STANDARDS
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Issued by:
American Society of Mechanical Engineers
ASME International
Three Park Avenue M/S 10E
New York NY 10016
USA.
ASME VIII, Div. 1
ASME Boiler and Pressure Vessel Code:

Rules for construction of pressure vessels
DIN 3964
System of gear fits; Backlash; Tooth thickness

allowances; Tooth thickness tolerances;
Principles
DIN 3967
TR
AS
-I
Deviations of shaft centre distances and shaft

position; Tolerances of casings for cylindrical
gears
PE
Issued by:
Beuth Verlag GmbH
Burggrafenstrasse 6
D-10787 Berlin, Germany
INTERNATIONAL STANDARDS
Metallic Flanges - Part 1: Steel Flanges
ISO 7005-1
Quality Systems - Model for quality assurance in

design, development, production, installation
and service
ISO 9001
Calculation of Load Capacity of Spur and Helical

Gears - Application to High Speed Gears and
Gears of Similar Requirements.
ISO 9084
Petroleum and Natural Gas Industries - Flexible

Couplings for Mechanical Power Transmission Special Purpose Applications
ISO 10441
PTS 12.12.05
May 2014
Page 25 of 25
Petroleum and Natural Gas Industries HighSpeed Special Purpose Gear Units
ISO 13691
Issued by:
International Organisation for Standardisation
1, Rue de Varemb
CH-1211 Geneva 20
Switzerland.
Copies can also be obtained through the national standards
organizations.
Steel Pipeline Flanges
MSS SP44
PE
TR
AS
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Issued by:
Mfrs Stdztn Society of the Valve & Fittings Ind.
127 Park Street NE
Vienna, VA 22180-4602

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What is the purpose of PETRONAS Technical Standards?

What is the purpose of PETRONAS Technical Standards?

What is the scope of compliance for PETRONAS Technical Standards?

What is the scope of compliance for PETRONAS Technical Standards?

PETRONAS TECHNICAL STANDARDS

Petroleum And Natural Gas Industries-High-Speed

2014 PETROLIAM NASIONAL BERHAD (PETRONAS)

PETROLEUM AND NATURAL GAS INDUSTRIES HIGH-SPEED SPECIAL-PURPOSE GEAR UNITS

PETROLEUM AND NATURAL GAS INDUSTRIES HIGH-SPEED SPECIAL-PURPOSE GEAR UNITS

PETROLEUM AND NATURAL GAS INDUSTRIES HIGH-SPEED SPECIAL-PURPOSE GEAR UNITS

AMENDMENTS/SUPPLEMENTS TO ISO 13691:2011 FOR HIGH-SPEED SPECIALPURPOSES GEAR UNITS .................................................................................... 6

PETROLEUM AND NATURAL GAS INDUSTRIES HIGH-SPEED SPECIAL-PURPOSE GEAR UNITS

General Definition of Terms & Abbreviations

Specific Definition of Terms

Lower speed gear element in mesh (also reffered to as

Table 1 Specific Definition of Terms

PETROLEUM AND NATURAL GAS INDUSTRIES HIGH-SPEED SPECIAL-PURPOSE GEAR UNITS

AMENDMENTS/SUPPLEMENTS TO ISO 13691:2011 FOR HIGH-SPEED SPECIAL-PURPOSES

Special-purpose gear units shall be supplied by qualified Manufacturer with referenced

BASIC DESIGN REQUIREMENTS

Delete the clause and replace with;

PETROLEUM AND NATURAL GAS INDUSTRIES HIGH-SPEED SPECIAL-PURPOSE GEAR UNITS

Addition the the clause;

Delete the clause and replace with;

Delete the clause and replace with;

Delete the second sentence and replace with;

PETROLEUM AND NATURAL GAS INDUSTRIES HIGH-SPEED SPECIAL-PURPOSE GEAR UNITS

5.1.14 Addition to the clause;

Vertically offset, parallel gear sets are allowed.

Addition of new clauses;

PETROLEUM AND NATURAL GAS INDUSTRIES HIGH-SPEED SPECIAL-PURPOSE GEAR UNITS

5.2.8.3 Selection factor, KSL

5.3.1.1 Addition to the clause;

5.3.1.3 Addition to the clause;

Plating of gear teeth shall be subject to Owners approval.

PETROLEUM AND NATURAL GAS INDUSTRIES HIGH-SPEED SPECIAL-PURPOSE GEAR UNITS

Addition of new clause; intensify

It shall be noted that non-homogeneities (e.g. non-metallic inclusion, shrinkage, segregations

Addition of new clause;

5.3.4.1 Addition to the clause;

Stress-relieve shall be applied to all shafts prior to machining.

5.4.1.1 Delete the clause and replace with;

PETROLEUM AND NATURAL GAS INDUSTRIES HIGH-SPEED SPECIAL-PURPOSE GEAR UNITS

Addition to the clause;

Delete the clause and replace with;

Application of permanent coating or painting inside the casing is not permitted.

Addition of new clauses;

Delete the clause and replace with;

PETROLEUM AND NATURAL GAS INDUSTRIES HIGH-SPEED SPECIAL-PURPOSE GEAR UNITS

Addition of new clause;

Delete the second sentence of the clause and replace with;

Delete the clause and replace with;

5.5.6.3 The words or slip-on in the clause is deleted.

Addition to the clause;

5.5.7.3 The clause is deleted.

Threaded connection is not permitted.

Delete the clause and replace with;

PETROLEUM AND NATURAL GAS INDUSTRIES HIGH-SPEED SPECIAL-PURPOSE GEAR UNITS

5.6.1.8 Delete the clause and replace with;

Analyses method to be describe in detail.