Need a reference for valves suitable for energy isolation (OSHA)
I found the following definition from the semiconductor industry:
Definition of shutoff valve: A valve designed for and capable of positive closure to prevent flow within a piping system. Typical shutoff valves include, but are not limited to, manually-actuated, power-actuated, or spring-actuated fail-safe shutoff valves. Usually excluded are self-actuated valves, such as check valves, pressure regulators, flow controllers, and other devices that are not intended to provide positive shutoff for safety isolation. [SEMI F1-90]
Is there a similar definition in a ANSI, ASME, or BPV code?
I am working with our plant operators to ensure our LOTO program meets OSHA standards, and I keep getting asked the question why certain types of valves can't be used, specifically check valves. I have been able to find plenty of statements to not use them, but no engineering reference is provided. The closest document I found is "The Safe Isolation of Plant and Equipment" which I learned about in a post on this website. However, it doesn't reference an engineering spec either.
I am afraid that my answer is only reinforcing what you have already stated, but do you actually need any more?
From
common practice all over the world a 'positive shutoff' is a shutoff
where the closing element is mecanically secured against accidental
opening, eg. valves closing directly with mechanical devices and
mechanical force and securly locked in the closed position, before
mechanically operated to open position again.
And again by one
sided closing pressure from springs or helping one-sided closing
pressure from fluid, a positive closure can not be said to be given.
Exception
on above list of constructions is globe-check valve with spindle (and
handwheel) for shut off, and regulating valves constructed with (often
protected or retarded, away from cavitation exposed areas) positive
sealings with spindle and construction for drop-thigt closure.
Even
those, especially the regulating valves, will in addition normally have
mounted revision valves (positive closure valves) upstream.
If you work in a nuclear plant in the US, you can look at the Nuclear Regulatory Commission's Information Notices. There are more than a few that discuss check valves leaking. I think the worst case detailed was a plant where they had something like 9 different check valves in series leaked by (and caused problems). Look under the subject of "air entrainment in emergency core cooling piping."
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