Hydrostatic Testing
Hydrostatic Testing
INTRODUCTION
The purpose of this paper is to clarify the issues regarding the use of hydrostatic testing to verify pipeline
integrity. There are those who say it damages a pipeline especially if carried out to levels of 100 percent
of more of the specified minimum yield strength (SMYS) of the pipe material. These people assert that
if it is done at all, it should be limited to levels of around 90 percent of SMYS. There are those who
insist that pipelines should be retested periodically to reassure their serviceability. The reality is that if
and when it is appropriate to test a pipeline, the test should be carried out at the highest possible level
that can feasiblely be done without creating numerous test failures. The challenge is to determine if and
when it should be done, the appropriate test level, and the test-section logistics that will maximize the
effectiveness of the test.
The technology to meet these challenges has been known for 30 years. Nothing has arisen in the
meantime to refute this technology. The problem is that people both within and outside the pipe industry
either are not aware of the technology or have forgotten it, or for political reasons are choosing to ignore
it.
In this document we show the following:
It makes sense to test a new pipeline to a minimum of 100 percent of SMYS at the
highest elevation in the test section.
Pipe that meets the specified minimum yield strength is not likely to be appreciably
expanded even if the maximum test pressure is 110 percent of SMYS,
If hydrostatic retesting is to be conducted to revalidate the serviceability of a
pipeline that is suspected to contain defects that are becoming larger with time in
service, the highest feasible test pressure level should be used.
If the time-dependent defects can be located reliably by means of an in-lineinspection tool, using the tool is usually preferable to hydrostatic testing.
We also note the following as reminders:
When a pipeline is tested to a level in excess of 100 percent SMYS, a pressurevolume plot should be made to limit yielding.
A test may be terminated short of the initial pressure target, if necessary, to limit the
number of test breaks as long as the MOP guaranteed by the test is acceptable to
the pipeline's operator.
Testing a pipeline to its actual yield strength can cause some pipe to expand
plastically, but the number of pipes affected and the amount of expansion will be
small if a pressure-volume plot is made during testing and the test is terminated
with an acceptably small offset volume or reduction in the pressure-volume
slope(5).
TEST-PRESSURE-TO-OPERATING-PRESSURE RATIO
The hypothesis that "the higher the test-pressure-to-operating-pressure ratio, the more effective the
test", is validated by Figure 1. Figure 1 presents a set of failure-pressure-versus-defect-size
relationships for a specific diameter, wall thickness, and grade of pipe. A great deal of testing of linepipe materials over the years has validated these curves(2). Each curve represents a flaw with a uniform
depth-to-wall-thickness ratio. Nine such curves are given (d/t ranging from 0.1 to 0.9).
Consider the maximum operating pressure for the pipeline (the pressure level corresponding to 72
percent of SMYS). That pressure level is represented in Figure 1 by the horizontal line labeled MOP.
At the MOP, no defect longer than 10 inches and deeper than 50 percent of the wall thickness can
exist. Any such defect would have failed in service. Similarly, no defect longer than 4 inches and
deeper than 70 percent of the wall thickness can exist, nor can one that is longer than 16 inches and
deeper than 40 percent of the wall thickness.
By raising the pressure level above the MOP in a hydrostatic test, the pipeline's operator can assure the
absence of defects smaller than those that would fail at the MOP. For example, at a test pressure level
equivalent to 90 percent of SMYS, the largest surviving defects are determined in Figure 1 by the
horizontal line labeled 90 percent of SMYS. At that level, the longest surviving defect that is 50 percent
through the wall can be only about 4.5 inches. Compare that length to the length of the longest possible
50-percent-through flaw at the MOP; it was 10 inches. Alternatively, consider the minimum survivable
depth at 90 percent SMYS for a 10-inch-long defect (the size that fails at the MOP if it is 50 percent
through the wall). The survivable depth is only about 32 percent through the wall. By a similar process
of reasoning, one can show that even smaller flaws are assured by tests to 100 or 110 percent of
SMYS (the horizontal lines drawn at those pressure levels on Figure 1).
The point is that the higher the test pressure (above MOP), the smaller will be the possible surviving
flaws. This fact means a larger size margin between flaw sizes left after the test and the sizes of flaws
that would cause a failure at the MOP. If surviving flaws can be extended by operating pressure cycles,
the higher test pressure will assure that it takes a longer time for these smaller flaws to grow to a size
that will fail at the MOP. Thus, Figure 1 provides proof of the validity of the hypothesis (i.e., the higher
the test-pressure-to-operating-pressure ratio, the more effective the test).
should be started at a pressure level no higher than 90 percent of SMYS for the low elevation point in
the test section in order to establish the "elastic" slope of the plot. By projecting the elastic slope lines
across the plot as shown, one can then record pump strokes and compare the evolving plot to those
slopes. If and when the actual plot begins to deviate from the elastic slope, either some pipe is
beginning to yield or a leak has developed. The pressurization can be continued in any event until the
"double-the-strokes" point is reached. This is the point at which it takes twice as many strokes to
increase the pressure 10 psi as it did in the elastic range. Also, we suggest stopping at 110 percent of
SMYS if that level of pressure is reached before the double-the-stroke point. Once the desired level
has been reached, a hold period of 30 minutes should establish whether or not a leak has developed.
Some yielding can be taking place while holding at the maximum pressure. Yielding will cease upon
repeated repressurization to the maximum pressure, whereas a leak likely will not.
Testing an existing pipeline to a level at which yielding can occur may or may not be a good idea. It
depends on the number and severity of defects in the pipe, the purpose of the test, and the level of
maximum operating pressure that is desired. More will be said about this in the next section of this
paper.
Finally, on the subject of testing to actual yield, the following statements apply.
Yielding does not hurt or damage sound pipe. If it did, no one would be able to
make cold-expanded pipe or to cold bend pipe.
Yielding does not damage the coating. If it did, one could not field-bend coated
pipe or lay coated pipe from a reel barge.
Very little pipe actually undergoes yielding in a test to 110 percent of SMYS.
Those joints that do yield do not affect pipeline integrity, and the amount of
yielding is small.
The only thing testing to a level in excess of 100 percent of SMYS may do is to
void a manufacturer's warranty to replace test breaks if such a warranty exists.
TESTING EXISTING PIPELINES
Testing of an existing pipeline is a possible way to demonstrate or revalidate its serviceability. For a
variety of reasons, retesting of an existing pipeline is not necessarily the best means to achieve
confidence in its serviceability, however. First a pipeline operator who elects to retest a pipeline must
take it out of service and purge it of product. The downtime represents a loss of revenue and a
disruption to shippers. Second, the operator must obtain test water. To fill 30 miles of a 16-inch
pipeline, an operator would need nearly 40,000 barrels of water. This is equivalent to a 100 x 100-foot
pond, 22 feet in depth. For 30 miles of 36-inch pipe, the volume required would be five times as large.
After the test, the water is considered a hazardous material because of being contaminated with
product remaining in the pipeline. And, a test break, if one occurs, releases contaminated water into the
environment. Aside from these issues, some problematic technical considerations exist.
The most important reason why a hydrostatic test may not be the best way to validate the integrity of an
existing pipeline is that in-line inspection is often a better alternative. From the standpoint of corrosioncaused metal loss, this is most certainly the case. Even with the standard resolution tools that first
emerged in the late 1960s and 1970s this was true. Consider Figure 5. This figure shows the relative
comparison between using a standard resolution in-line tool and testing a pipeline to a level of 90
percent of SMYS. The assumption is made in this case that the operator excavates and examines all
"severe" and "moderate" anomalies identified by the tool, leaving only the "lights" unexcavated. In terms
of the 1970s technology, the terms light, moderate, and severe meant the following:
Light indications: metal loss having a depth less than or equal to 30 percent of
the wall thickness
Moderate indication: metal loss having a depth more than 30 percent of the wall
thickness but less than 50 percent of the wall thickness
Severe indication: metal loss having a depth more than 50 percent of the wall
thickness.
In Figure 5, the boundary between "light" and "moderate" is nearly at the same level of failure pressure
as the 90 percent of SMYS test for long defects, and it is well above that level for short defects.
Because even the standard resolution tools have some defect length indicating capability, an in-line
inspection on the basis represented in Figure 5 gives a better assurance of pipeline integrity than a
hydrostatic test to 90 percent of SMYS. With the advent of high-resolution tools, the advantage shifts
dramatically in favor of using in-line inspection instead of hydrostatic testing to validate the serviceability
of a pipeline affected by corrosion-caused metal loss.
From the standpoint of other types of defects, the appropriate in-line-inspection technology is evolving
rapidly and, in some cases, it has proven to be more effective than hydrostatic testing. One example is
the use of the elastic-wave tool for detecting seam-weld defects in submerged-arc-welded pipe(7).
Another is the use of transverse-field magnetic-flux-leakage inspection to find seam anomalies along side
or in the seams of electric-resistance-welded (ERW) pipe(8). In these cases, the particular tools
revealed defects that were too small to have been found by a hydrostatic test to any reasonable level up
to and including 110 percent of SMYS. When a tool has established this kind of track record, a
pipeline operator can justify using the tool instead of hydrostatic testing.
The concept of using in-line tools to detect flaws invariably raises the question about defects possibly
not being detected. The reasonable answer is that the probability of non-detection is small (acceptably
small in the authors' opinion) but not zero. In the same context, one must also recognize that hydrostatic
testing is not foolproof either. One issue with hydrostatic testing is the possibility of a pressure reversal.
That possibility is discussed below. The other issue is that because hydrostatic testing can leave behind
defects that could be detected by in-line inspection, the use of hydrostatic testing often demonstrates
serviceability for only a short period of time if a defect-growth mechanism exists. This possibility is
discussed in our companion paper(9).
PRESSURE REVERSALS
A pressure reversal is defined as the occurrence of a failure of a defect at a pressure level that is below
the pressure level that the defect has previously survived due to defect growth produced by the previous
higher pressurization and possible subsequent damage upon depressurization. Pressure reversals were
observed long before their probable cause was identified(3). The pipeline industry supported a
considerable amount of research to determine the causes of pressure reversals. The most complete
body of industry research on this subject is Reference 4. Figure 6, taken from Reference 4, reveals the
nature of experiments used to create and demonstrate pressure reversals. It shows photographs of
highly magnified cross sections of the tips of six longitudinally oriented flaws that had been machined into
a single piece of 36-inch OD by 0.390 inch w.t. X60 pipe. Each flaw had the same length but each was
of a different depth giving a graduation in severities. When the single specimen containing all six flaws
was pressurized to failure, the deepest flaw (No. 1) failed. By calculations based on their lengths and
depths, the surviving flaws were believed to have been pressurized to the following percents of their
failure pressures.
Flaw Number
97
94
91
89
87
As one can see, the tips of Flaws 2, 3, and 4 exhibit some crack extension as a result of the
pressurization to failure. The nearer the defect to failure, the more crack extension it exhibited. In fact,
due to its extension during the test, Flaw No. 2 is now deeper than Flaw No. 1 was at the outset. Logic
suggests that if we could have pressurized the specimen again, Flaw No. 2 would have failed at level
below that which it experienced during the testing of Flaw No. 1 to failure. Indeed, in similar specimens
designed in a manner to allow subsequent pressurizations, that is exactly what often occurred. This type
of testing led to an understanding of pressure reversals in terms of ductile crack extension occurring at
near-failure pressure levels where the amount of crack extension is so great that crack closure upon
depressurization does further damage leading to the inability of the flaw to endure a second
pressurization to the previous level. The pressure reversal is expressed as a percent.
In actual hydrostatic tests, direct evidence that pressure reversals are the result of the type of flaw growth shown in
Figure 6 has seldom been obtained. However, a few such cases have been documented and it is assumed that defect
growth is responsible for all such cases.
failures occur, the margin of confidence may become eroded by the potential for pressure reversals.
Weighing against low test-pressure-to-operating-pressure ratios, on the other hand, is the fact that such
tests, by definition, generate lower levels of confidence and buy less time between retests if the issue of
concern is time-dependent defect growth. Some possible responses to this dilemma are discussed
below.
First and foremost, as has already been mentioned, the use of an appropriate in-line-inspection tool is
always to be preferred to hydrostatic testing if there is sufficient confidence in the ability of the tool to
find the defects of significance. Most of the pipe in a pipeline is usually sound. Therefore, it makes
sense to use a technique that will find the critical defects and allow their repair as opposed to testing the
whole pipeline when it is not necessary. The industry now has access to highly reliable tools for dealing
with corrosion-caused metal loss, and tools are evolving rapidly to detect and characterize cracks. As
has been noted, some uses of these tools have already proven their value and, in those cases, their use
in lieu of hydrostatic testing makes good sense.
There are still certain existing pipelines for which hydrostatic testing remains the best (in some cases the
only) means to revalidate their serviceability. In those cases, the following advice may be useful.
Determine the mill hydrostatic test level for the pipe. The mill-test certificates will show the level applied
if such certificates can be found. Also, search the records for prior hydrostatic tests at or after the time
of construction. Review the pressure levels and causes of mill-test or in-place test failures if they exist.
If none of these records is available, look up the API 5L specification applicable to the time the pipe
was manufactured. This will reveal the standard mill-test pressure for the pipe. Do not assume, if you
do not know, that the pipe was tested in the mill to 90 percent of SMYS. This was not always the case
especially for non-X grades and smaller diameter pipe materials. If you decide to test the pipe to a level
in excess of its mill-test pressure for the first time ever, anticipate test failures. If you cannot tolerate test
failures, consider testing to a level just below the mill-test pressure. This may mean, of course, that the
MOP you validate is less than 72 percent of SMYS (the minimum test pressure must be at least 1.25
times the MOP for 4 hours plus 1.10 times MOP for 4 hours for a buried pipeline; (see Federal
Regulation Part 195). Alternatively, if you can tolerate at least one test failure, pressurize to a level as
high as you wish or until the first failure, whichever comes first. If you then conduct your 1.25 times
MOP test at a level at least five percent below the level of the first failure, a second failure will be highly
improbable.
It is always a good idea to conduct an integrity test as a "spike" test. This concept has been known for
many years(4,), but more recently it has been advocated for dealing with stress-corrosion cracking(10).
The idea is to test to as high a pressure level as possible, but to hold it for only a short time (5 minutes is
good enough). Then, if you can live with the resulting MOP, conduct your 8-hour test at a level of at
least five percent below the spike-test level. The spike test establishes the effective test-pressure-tooperating-pressure ratio; the rest of the test is only for the purpose of checking for leaks and for meeting
the requirements of Part 195.
SUMMARY
By way of summarizing, it is worth reporting that
Test-pressure-to-operating-pressure ratio measures the effectiveness of the test
In-line inspection is usually preferable to hydrostatic testing
Testing to actual yield is acceptable for modern materials
Pressure reversals, if they occur, tend to erode confidence in the effectiveness
of a test but usually not to a significant degree
Minimizing test-pressure cycles minimizes the chance for pressure reversals.
REFERENCES
(1)
Bergman, S. A., Why Not Higher Operating Pressures for Lines Tested to 90% SMYS?
Pipeline and Gas Journal (December 1974).
(2)
Kiefner, J. F., Maxey, W. A., Eiber, R. J., and Duffy, A. R., Failure Stress Levels of Flaws in
Pressurized Cylinders", Progress in Flaw Growth and Toughness Testing, ASTM STP 536,
American Society for Testing and Materials, pp 461-481 (1973).
(3)
Brooks, L. E., High-Pressure Testing - Pipeline Defect Behavior and Pressure Reversals
ASME, 68-PET-24, (1968).
(4)
Kiefner, J. F., Maxey, W. A., and Eiber, R. J., "A Study of the Causes of Failure of Defects
That Have Survived a Prior Hydrostatic Test", Pipeline Research Committee, American Gas
Association, NG-18 Report No. 111 (November 3, 1980).
(5)
Duffy, A. R., McClure, G. M., Maxey, W. A., and Atterbury, T. J., Study of Feasibility of
Basing Natural Gas Pipeline Operating Pressure on Hydrostatic Test Pressure, American Gas
Association, Inc. Catalogue No. L30050 (February 1968).
(6)
Maxey, W. A., Podlasak, R. J., Kiefner, J. F., and Duffy, A. R., "Measuring the Yield Strength
of Pipe in the Mill Expander", Research report to A.G.A./PRC, A.G.A. Catalog No L22273,
61 pages text plus 2 appendices, 23 pages (December 1973).
(7)
Maxey, W. A., Mesloh, R. E., and Kiefner, J. F., Use of the Elastic Wave Tool to Locate
Cracks Along the DSAW Seam Welds in a 32-Inch (812.8 mm) OD Products Pipeline,
International Pipeline Conference, Volume 1, ASME (1998).
(8)
Grimes, K., A Breakthrough in the Detection of Long Seam Weld Defects in Steel Pipelines,
Pipeline Integrity International.
(9)
Kiefner, J. F., and Maxey, W. A., "Periodic Hydrostatic Testing or In-line Inspection to
Prevent Failures from Pressure-Cycle-Induced Fatigue", Paper Presented at API's 51st Annual
Pipeline Conference & Cybernetics Symposium, New Orleans, Louisiana (April 18-20,
2000)
(10)
Leis, B. N., and Brust, F. W., "Hydrotest Strategies for Gas Transmission Pipelines Based on
Ductile-Flaw-Growth Considerations", American Gas Association, Pipeline Research
Committee, NG-18 Report No. 194 (July 27, 1992).