Surge Analysis in Process Plants and Pipelines

Introduction Surge analysis, also known as transient analysis, is a critical study in fluid flow systems to evaluate pressure fluctuations […]

Introduction

Surge analysis, also known as transient analysis, is a critical study in fluid flow systems to evaluate pressure fluctuations caused by sudden changes in flow velocity. These pressure surges, also called water hammer effects, can lead to catastrophic failures, pipe ruptures, and equipment damage in process plants, oil & gas pipelines, and polyolefin plants. A detailed surge analysis helps in designing systems that can withstand transient pressures and mitigate risks associated with flow disturbances.


1. Importance of Surge Analysis

Surge analysis is essential for:

  • Preventing pipeline and equipment damage due to pressure surges.
  • Ensuring compliance with safety regulations (API 520, API 521, OISD-116, and ASME B31.3).
  • Improving system reliability and longevity.
  • Optimizing surge protection measures such as surge relief valves, accumulators, and air chambers.

2. Causes of Pressure Surges in Pipelines

2.1 Sudden Valve Closure or Opening

  • Rapid closing of control valves creates a pressure wave moving upstream, leading to high transient pressures.
  • Sudden opening can cause negative pressures, leading to cavitation.

2.2 Pump Start-up and Shutdown

  • Sudden pump shutdown can cause a reverse flow, leading to low pressure and potential column separation.
  • Pump start-up can cause an initial pressure surge due to rapid acceleration.

2.3 Pipe Bursts and Leaks

  • An abrupt rupture in a pipeline creates a pressure drop, affecting downstream and upstream flow dynamics.

2.4 Fluid Column Separation

  • Occurs when liquid columns separate due to vaporization at low pressure, leading to violent pressure surges upon collapse.

3. Governing Equations for Surge Analysis

The pressure surges in pipelines can be calculated using the Joukowsky equation:

ΔP=ρcΔV\Delta P = \rho c \Delta V

where:

  • ΔP\Delta P = Pressure surge (Pa)
  • ρ\rho = Fluid density (kg/m³)
  • cc = Speed of sound in the fluid (m/s)
  • ΔV\Delta V = Change in velocity (m/s)

For a rapid valve closure, the maximum pressure rise is given by:

Pmax=Pstatic+ρcVP_{max} = P_{static} + \rho c V

where:

  • PstaticP_{static} = Initial static pressure
  • VV = Flow velocity

The wave speed cc for a fluid in a pipe is calculated using:

c=a1+KEDtc = \frac{a}{\sqrt{1 + \frac{K}{E} \frac{D}{t}}}

where:

  • aa = Speed of sound in fluid (m/s)
  • KK = Bulk modulus of fluid (Pa)
  • EE = Young’s modulus of pipe material (Pa)
  • DD = Inner diameter of pipe (m)
  • tt = Pipe wall thickness (m)

4. Methods for Surge Analysis

4.1 Analytical Method

  • Uses simplified equations like Joukowsky’s to estimate pressure transients.
  • Limited to simple cases with known boundary conditions.

4.2 Numerical Modeling (Method of Characteristics – MOC)

  • Used in software like PIPENET, AFT Impulse, and Hammer.
  • Solves transient flow equations by discretizing time and space domains.

4.3 Computational Fluid Dynamics (CFD) Simulations

  • Provides detailed transient pressure profiles and fluid behavior.
  • Used for complex networks where multiple surge events interact.

5. Surge Protection Strategies

5.1 Surge Relief Valves (SRVs)

  • Installed at critical locations to release excess pressure and protect pipelines.

5.2 Air Chambers and Surge Tanks

  • Absorb pressure fluctuations by allowing fluid compression and expansion.

5.3 Variable Speed Drive (VSD) Pumps

  • Control pump acceleration and deceleration to prevent pressure surges.

5.4 Slow-Closing Valves

  • Reduce flow velocity changes, minimizing surge effects.

5.5 Check Valves and Non-Return Valves

  • Prevent backflow, reducing the risk of transient pressure waves.

6. Case Study: Surge Analysis in a Refinery Pipeline

6.1 Problem Statement

A 20-inch crude oil pipeline experienced sudden pressure spikes due to pump shutdown, leading to pipeline fatigue and valve failures.

6.2 Analysis Approach

  • Joukowsky equation applied to estimate pressure surge.
  • MOC-based simulation conducted using PIPENET.
  • Maximum pressure rise identified at 14.5 MPa (2100 psi), exceeding ASME B31.4 limits.

6.3 Solution Implemented

  • Installed air chambers at high-risk points.
  • Introduced VSD pumps to control flow acceleration.
  • Added surge relief valves (SRVs) at critical junctions.

6.4 Results

  • Pressure spikes reduced by 60%.
  • Compliance with API and OISD-116 achieved.
  • Equipment lifespan extended by 10 years.

7. Conclusion

Surge analysis is vital for ensuring the safety and reliability of industrial pipelines. By employing analytical calculations, numerical simulations, and appropriate surge protection strategies, industries can effectively mitigate risks associated with transient pressures. Following standards such as API 520, API 521, OISD-116, and ASME B31.3 ensures robust system design and regulatory compliance.

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