SPECIFICATION October
S-713 2019
Supplementary Specification
to ANSI/API Standard 613
Special Purpose Gear Units for
Petroleum, Chemical and Gas Industry
Services
Revision history
VERSION DATE PURPOSE
0.1 October 2019 Issued for Public Review
Acknowledgements
This IOGP Specification was prepared by a Joint Industry Project 33
Standardization of Equipment Specifications for Procurement organized
by IOGP with support by the World Economic Forum (WEF).
Disclaimer
Whilst every effort has been made to ensure the accuracy of the information
contained in this publication, neither IOGP nor any of its Members past present or
future warrants its accuracy or will, regardless of its or their negligence, assume
liability for any foreseeable or unforeseeable use made thereof, which liability is
hereby excluded. Consequently, such use is at the recipient's own risk on the basis
that any use by the recipient constitutes agreement to the terms of this disclaimer.
The recipient is obliged to inform any subsequent recipient of such terms.
This publication is made available for information purposes and solely for the private
use of the user. IOGP will not directly or indirectly endorse, approve or accredit the
content of any course, event or otherwise where this publication will be reproduced.
Copyright notice
The contents of these pages are © International Association of Oil & Gas Producers.
Permission is given to reproduce this report in whole or in part provided (i)
that the copyright of IOGP and (ii) the sources are acknowledged. All other rights are
reserved. Any other use requires the prior written permission of IOGP.
These Terms and Conditions shall be governed by and construed in accordance
with the laws of England and Wales. Disputes arising here from shall be exclusively
subject to the jurisdiction of the courts of England and Wales.
Supplementary Specification to ANSI/API Standard 613
Special Purpose Gear Units for Petroleum, Chemical and Gas Industry Services
Foreword
This specification was prepared under Joint Industry Programme 33 (JIP33) "Standardization of Equipment
Specifications for Procurement" organized by the International Oil & Gas Producers Association (IOGP) with
the support from the World Economic Forum (WEF). Companies from the IOGP membership participated in
developing this specification to leverage and improve industry level standardization for projects globally in the
oil and gas sector. The work has developed a minimized set of supplementary requirements for procurement,
with life cycle cost in mind, resulting in a common and jointly approved specification, building on recognized
industry and/or international standards.
Recent trends in oil and gas projects have demonstrated substantial budget and schedule overruns. The Oil
and Gas Community within the World Economic Forum (WEF) has implemented a Capital Project Complexity
(CPC) initiative which seeks to drive a structural reduction in upstream project costs with a focus on industry-
wide, non-competitive collaboration and standardization. The CPC vision is to standardize specifications for
global procurement for equipment and packages, facilitating improved standardization of major projects across
the globe. JIP33 provides the oil and gas sector with the opportunity to move from internally to externally
focused standardization initiatives and provide step change benefits in the sector's capital projects
performance.
This specification has been developed in consultation with a broad user and supplier base to realize benefits
from standardization and achieve significant project and schedule cost reductions.
The JIP33 work groups performed their activities in accordance with IOGP's Competition Law Guidelines
(November 2014).
Page 1 of 14 S-713 October 2019
Supplementary Specification to ANSI/API Standard 613
Special Purpose Gear Units for Petroleum, Chemical and Gas Industry Services
Table of Contents
Foreword ................................................................................................................................................ 1
Introduction............................................................................................................................................. 3
1 General .................................................................................................................................................. 5
1.2 APPLICATIONS ........................................................................................................................... 5
1.3 ALTERNATIVE DESIGNS ............................................................................................................ 5
1.7 STANDARDS ............................................................................................................................... 5
1.8 UNITS OF MEASURE .................................................................................................................. 5
2 Basic Design .......................................................................................................................................... 5
2.1 GENERAL .................................................................................................................................... 5
2.2 RATING........................................................................................................................................ 6
2.3 CASINGS ..................................................................................................................................... 6
2.4 CASING CONNECTIONS ............................................................................................................ 7
2.5 GEAR ELEMENTS ....................................................................................................................... 8
2.6 DYNAMICS .................................................................................................................................. 9
2.7 BEARINGS AND BEARING HOUSINGS ................................................................................... 10
2.9 MATERIALS ............................................................................................................................... 10
4 Inspection, Testing, and Preparation for Shipment............................................................................... 11
4.3 TESTING.................................................................................................................................... 11
4.4 PREPARATION FOR SHIPMENT.............................................................................................. 12
5 Vendor’s Data....................................................................................................................................... 12
5.2 PROPOSALS ............................................................................................................................. 12
APPENDIX A—SPECIAL PURPOSE GEAR UNITS DATA SHEETS ............................................................ 13
APPENDIX F—VENDOR DRAWING AND DATA REQUIREMENTS ............................................................ 14
Page 2 of 14 S-713 October 2019
Supplementary Specification to ANSI/API Standard 613
Special Purpose Gear Units for Petroleum, Chemical and Gas Industry Services
Introduction
The purpose of this specification is to define a minimum common set of specification requirements for the
procurement of special purpose gear units in accordance with API Standard 613, 5th Edition, February 2003,
for application in the petroleum and natural gas industries.
This JIP33 standardized procurement specification follows a common document structure comprising the four
documents as shown below, which together with the purchase order define the overall technical specification
for procurement.
JIP33 Specification for Procurement Documents
Supplementary Technical Specification
It is required to use all of these documents in conjunction with each other when applying this specification, as
follows.
S-713: Specification for Special Purpose Gear Units
This specification is written as an overlay to API Standard 613, following the clause structure of the parent
standard, to assist in cross-referencing the requirements. Where clauses from the parent standard API
Standard 613 are not covered in this specification, there are no supplementary requirements or modifications
to the respective clause. The terminology used within this specification follows that of the parent standard and
otherwise is in accordance with ISO/IEC Directives, Part 2.
Modifications to the parent standard defined in this specification are identified as Add (add to clause or add
new clause), Replace (part of or entire clause) or Delete.
S-713D: Data Sheet for Special Purpose Gear Units
This document provides project specific requirements where this specification requires the purchaser to define
an application specific requirement. It also includes information required by the purchaser for technical
evaluation. Additional purchaser supplied documents are also listed in the datasheet, to define scope and
technical requirements for enquiry and purchase of the equipment.
Page 3 of 14 S-713 October 2019
Supplementary Specification to ANSI/API Standard 613
Special Purpose Gear Units for Petroleum, Chemical and Gas Industry Services
S-713L: Information Requirements for Special Purpose Gear Units
This document defines the information requirements, including format, timing and purpose, for information to
be provided by the vendor. It also defines the specific conditions which must be met for conditional information
requirements to become mandatory. The information requirements listed in the IRS have references to the
source of the requirement.
S-713Q: Quality Requirements for Special Purpose Gear Units
This document includes a conformity assessment system (CAS) which specifies standardized user
interventions against quality management activities at four different levels. The applicable CAS level is
specified by the purchaser in the data sheet.
The data sheet and IRS are published as editable documents for the purchaser to specify application specific
requirements. The supplementary specification and QRS are fixed documents.
Unless defined otherwise in the purchase order, the order of precedence (highest authority listed first) of the
documents shall be:
a) regulatory requirements;
b) contract documentation (e.g. purchase order);
c) purchaser defined requirements (datasheet, IRS, QRS);
d) this specification;
e) the parent standard.
Page 4 of 14 S-713 October 2019
Supplementary Specification to ANSI/API Standard 613
Special Purpose Gear Units for Petroleum, Chemical and Gas Industry Services
1 General
1.2 APPLICATIONS
Add to section
Applications with variable frequency drive electric motors shall be identified in the data sheet by the purchaser,
when applicable.
1.3 ALTERNATIVE DESIGNS
Add to section
Alternative design proposals shall have equal or greater operating reliability based on proven experience.
Acceptance of alternative design proposals shall be subject to the purchaser's approval.
1.7 STANDARDS
Replace section with
Applicable US standards shall be used for gear rating and design.
1.8 UNITS OF MEASURE
Replace section with
The purchaser shall specify whether data, drawings, gear unit name plate, hardware (including fasteners) and
equipment supplied to this standard shall use the SI or U.S. Customary system of units.
2 Basic Design
2.1 GENERAL
2.1.4
Add to section
The purchaser shall specify the driven equipment's operating envelope covering all operating points in
addition to the rated operating point, including minimum and maximum speed, and minimum and maximum
torque.
Add new section
2.1.20.4
Limitations on reverse rotation of the gear unit shall be stated in the data sheet including any limits for speed,
torque and duration.
Page 5 of 14 S-713 October 2019
Supplementary Specification to ANSI/API Standard 613
Special Purpose Gear Units for Petroleum, Chemical and Gas Industry Services
Add new section
2.1.21
Gears shall be double-helical, unless specified otherwise in the data sheet.
2.2 RATING
2.2.3 Gear Service Factor
2.2.3.1
Add to section
Minimum SF for gas turbine generators shall be 1.3.
2.3 CASINGS
2.3.1 Design Parameters
2.3.1.2
Add to section
Gear casings shall have provision for two earthing connections at diagonally opposite locations.
2.3.1.5
Add to section
Shimming between housing and the bearing is not permitted.
2.3.1.6
Add to section
The vendor shall perform thermo-structural finite element analysis (FEA) of the gear casing.
2.3.1.8
Add to section
The material of construction for internal piping and tubing shall be 316L stainless steel minimum.
2.3.1.12
Add to section
The filter-breather shall comply with the following requirements:
Page 6 of 14 S-713 October 2019
Supplementary Specification to ANSI/API Standard 613
Special Purpose Gear Units for Petroleum, Chemical and Gas Industry Services
a. The filter-breather shall be flanged.
b. The material of construction shall be 316 stainless steel minimum.
2.3.1.13
Add to section
The top-surface of the inspection opening shall be raised at least 25 mm (1 in.) to protect internals from dirt
and water.
2.3.1.15
Add new section
Fasteners internal to the gearbox shall be positively locked or retained. The use of a thread-locking compound
alone is not considered positive locking.
2.3.3 Bolting
2.3.3.1
Replace last sentence with
Cap screws shall not be used for the gear casing bolting.
2.4 CASING CONNECTIONS
2.4.1
Replace section with
A single lube-oil supply connection for the gear casing shall be provided.
2.4.2
Replace first sentence with
A single lube-oil drain connection from the gear casing shall be provided.
2.4.5
Add to section
If a noise cover is provided, connections (including instrument connections) shall be extended to the outside
of the noise cover.
Page 7 of 14 S-713 October 2019
Supplementary Specification to ANSI/API Standard 613
Special Purpose Gear Units for Petroleum, Chemical and Gas Industry Services
2.4.6
Add to section
Oil supply and drain connections shall be flanged.
Oil supply and drain connections shall be arranged on the same side of the gear casing by the vendor.
2.4.10
Replace second sentence with
The material of construction for plugs shall be 316 stainless steel minimum.
2.5 GEAR ELEMENTS
2.5.2 Quality Assurance
2.5.2.2
Replace seventh sentence with
Unmodified leads shall have a minimum contact of 80% across the tooth length.
Add to section
The contact across the tooth length for modified leads shall not be less than 65%.
2.5.3 Fabrication
2.5.3.2
Add to section
Fabricated gears shall not be offered.
2.5.4 Shafts
2.5.4.1
Add to section
The heat-treatment process of shaft forgings and hot-rolled bar stocks shall include stress-relieving.
Page 8 of 14 S-713 October 2019
Supplementary Specification to ANSI/API Standard 613
Special Purpose Gear Units for Petroleum, Chemical and Gas Industry Services
2.6 DYNAMICS
2.6.1 General
2.6.1.3
Add to section
The vendor shall submit the dynamic characteristics and the basis for these values (e.g. analytical calculation
of natural frequencies and mode shapes, modal tests of similar rotor structure systems or calculated structure
stiffness values) to the purchaser for review.
2.6.2 Lateral Analysis
2.6.2.3
Add new list item c.
c. Bearing dynamic load and characteristic curves for all the power levels specified in 2.6.2.2.
2.6.2.6
Add to section
Damped rotor response analysis shall include the following conditions:
a. Load conditions as per API 613 2.6.2.2 a.
b. Supplier factory acceptance testing conditions.
c. Normal operating point of the driven equipment.
d. Any other operating point specified in the datasheets.
2.6.2.12
Add new section
The stability analysis of gear unit rotors shall be carried out for all the operating points specified in the data
sheets and shop test conditions.
2.6.5 Torsional Analysis
2.6.5.3
Replace list item h. with
h. For equipment trains using variable frequency drive (VFD), torsional analysis shall include the following:
1. Excitations from integer orders of the driver output frequency.
2. Sidebands of the pulse width modulation.
3. Performance of a steady state response analysis from 0 to 125% of trip speed to quantify the effects
of the VFD excitations.
Page 9 of 14 S-713 October 2019
Supplementary Specification to ANSI/API Standard 613
Special Purpose Gear Units for Petroleum, Chemical and Gas Industry Services
4. Analysis showing that all shaft sections, couplings, and gear mesh have infinite life using an agreed
criteria.
2.7 BEARINGS AND BEARING HOUSINGS
2.7.3 Thrust Bearings
2.7.3.2
Add to section
The thrust bearing shall be removable without needing to remove the gear rotor.
2.7.4 Bearing Housings
2.7.4.6
Replace section with
Following items shall be provided:
a. 1 off one event per revolution probe at input and output, (total = 2)
b. 2 off axial probes at each thrust bearing (total = 2 for double helical gear, 4 for single helical gear)
c. 2 off radial probes shall be provided at each bearing, (total = 8)
d. 1 off accelerometer shall be installed on the gear casing to monitor gear mesh at a mutually agreed
location between the purchaser and the vendor.
The probe installation shall be as specified in API Std 670.
Note: The number and position of axial probes should consider the type of gear (double or single helical) and thrust bearing
location.
2.9 MATERIALS
Replace section 2.9.2 heading with
2.9.2 Welding
2.9.2.1
Add to section
Welding of rotating elements is not permitted.
2.9.2.3
Add to section
Weld repairs shall be defined as major when the depth of the cavity after the preparation for repair exceeds
20% of the actual wall thickness, or 25 mm (1 in.), whichever is smaller, or when the extent of the cavity
exceeds approximately 65 cm2 (10 in.2). All other weld repairs shall be considered minor.
Page 10 of 14 S-713 October 2019
Supplementary Specification to ANSI/API Standard 613
Special Purpose Gear Units for Petroleum, Chemical and Gas Industry Services
2.9.3 Heat Treatment
2.9.3.1
Add to section
Test coupons shall have approximately the same shape as the gear teeth and demonstrate hardness
consistency across the full tooth face width after final machining.
4 Inspection, Testing, and Preparation for Shipment
4.3 TESTING
4.3.2 Mechanical Running Tests
4.3.2.1
Add to section
The following records shall be made available to the purchaser before start of the mechanical run test:
a. Tooth contact both in the checking stand and gear casing.
b. Plots of mechanical and electrical run out.
c. Residual unbalance records.
d. Test stand shaft alignment (face, rim, and axial spacing) for each test setup.
e. As-built clearances.
f. Results of tooth profile, lead, pitch circle run out and tooth-to-tooth spacing tests, if specified by 4.2.2.8.
4.3.2.2.12
Add to section
The following information shall be provided during run up and coast down:
a. Bode plots for radial vibration probes.
b. Polar plots for radial vibration probes.
c. Bode plots for accelerometers.
4.3.2.2.13
Delete from section
"If specified,"
Page 11 of 14 S-713 October 2019
Supplementary Specification to ANSI/API Standard 613
Special Purpose Gear Units for Petroleum, Chemical and Gas Industry Services
4.3.3 Optional Tests
Add new section
4.3.3.1.2
If a complete unit test (i.e. test of the complete package comprising driver, gear and driven equipment) is
specified, vibration limits applicable to the gear unit during the test shall be 125% of the limits specified in
2.6.6.5.
4.4 PREPARATION FOR SHIPMENT
4.4.3
4.4.3.1
Add to section
Exterior surfaces of the gear unit shall be coated for corrosion protection in conformance to a mutually agreed
procedure.
5 Vendor’s Data
5.2 PROPOSALS
5.2.3 Technical Data
Replace list item l. with
l. Vendor shall furnish a list of the user’s installations of gears similar to the proposed unit, operating under
conditions of equal or more severe services. The list of installations shall include the following information:
1. Gear unit rated power.
2. Single/double helical.
3. Input speed.
4. Gear ratio.
5. Pitch line velocity.
6. Bending stress number.
7. Gear teeth hardening - through hardened/carburized/nitrided.
8. Gear manufacturing location.
9. Operation - onshore/offshore.
10. Country of installation.
11. Year of supply.
12. Year of start operation.
13. Purchaser / end user.
Page 12 of 14 S-713 October 2019
Supplementary Specification to ANSI/API Standard 613
Special Purpose Gear Units for Petroleum, Chemical and Gas Industry Services
APPENDIX A—SPECIAL PURPOSE GEAR UNITS DATA SHEETS
SPECIAL PURPOSE GEAR UNITS API 613 FIFTH EDITION
DATA SHEET SI UNITS
Replace data sheet with
The purchaser shall use IOGP S-713D.
SPECIAL PURPOSE GEAR UNITS API 613 FIFTH EDITION
DATA SHEET CUSTOMARY UNITS
Replace data sheet with
The purchaser shall use IOGP S-713D.
Page 13 of 14 S-713 October 2019
Supplementary Specification to ANSI/API Standard 613
Special Purpose Gear Units for Petroleum, Chemical and Gas Industry Services
APPENDIX F—VENDOR DRAWING AND DATA REQUIREMENTS
Replace appendix with
The purchaser shall use S-713L.
Page 14 of 14 S-713 October 2019
