ISSUE 1

FEB. 1999

API STANDARD 671 - 3RD EDITION - OCTOBER 1998

Special purpose Couplings for Petroleum, Chemical and Gas Industry Services

Requirements as applicable to Multiple Membrane Couplings

Sheet 1
A) INTRODUCTION

This document summarises the requirements of the 3rd edition of API 671 as they apply to multiple membrane couplings. Requirements which are an
inherent feature of Metastream designs (M, T and LS) have not been included. Clause numbers have been included for ease of reference to the standard
and the “status” of the third edition has been related to the 2nd edition using the nomenclature:-
N - for a totally new requirement
R - for a revision to an existing requirement
- - for no change in an existing requirement

[FX] - indicates comments on the applicability to Metastream couplings

B) MANDATORY REQUIREMENTS STATUS CLAUSE

REFERENCE
1. GENERAL

• Coupling to have a minimum service life of 5 years uninterrupted operation on critical, unspared equipment. R 1.1.1
• Special design provisions, in particular spacer mass support, may be required for non-horizontal applications. N 1.1.3
• Equivalent metric dimensions and fasteners may be substituted by mutual agreement. - 1.2.1
• Information in the order takes precedence over the requirement of this Standard. - 1.3
 Sheet 2
B) MANDATORY REQUIREMENTS (Contd) STATUS CLAUSE
REFERENCE
2.0 BASIC DESIGN

2.1 General

• Various selection criteria are available (see following clauses) but there is an over-riding requirement for the coupling to
transmit the maximum steady state torques, continuous cyclic torques and maximum transient torques under all service
conditions of angular misalignment and axial displacement. R 2.1.1.2 d
[FX - the angular and axial misalignments specified for the application must both be accommodated simultaneously under
ALL duty torque conditions]
• The coupling is to be rated for a steady state torque (TS) given by the equation:
TS (N-m) = 9550 P (kw) x (SF) or TS (lb-in) = 63000 x P (HP) x SF - 2.1.1.3
N N
where P = normal input power required by the DRIVEN machine
N (rpm) = speed corresponding to normal power
SF = service factor
= 1.5 for flexible element couplings [NB was 1.75] R 2.1.1.4
[The specification accepts that changes in power/speed requirements from the initial proposal requirements to the final order
specification may result in the final service factor falling marginally below the 1.5 value] N 2.1.1.4
• The Purchaser may request a reduced service factor (1.2 minimum) if it is necessary to reduce the coupling weight and
overhung moment to meet rotor dynamic requirements. R 2.1.1.4
• The coupling-to-shaft juncture is to operate with a service factor of 1.75 applied to the steady state torque (TS) (clause
2.1.1.3) R 2.1.1.5
• A minimum steady state angular misalignment capacity of 1/5° per membrane pack is required.
[FX - T-series designs having 10 (TT) or more links do not comply]. N 2.1.1.6
• Total steady state axial deflection capacity to be at least 1% of the largest shaft diameter
[FX - no problem on M and T-series up to 10 link designs]. N 2.1.1.6
• WHEN SPECIFIED, coupling may be selected on the basis of DRIVER rating using a service factor of 1.2 minimum [NB this N 2.1.1.7
may not always result in a smaller coupling selection].
• Coupling and coupling-to-shaft junctures to be capable of transmitting 115% (minimum) of the specified transient torques
without damage. This applies to well known transient conditions (eg. induction motor start-ups). Less well known transients
such as synchronous motor start-ups, short circuits and breaker reclosures are to be by mutual agreement. N 2.1.1.8
[FX - keyway stressed should be checked]
 Sheet 3
B) MANDATORY REQUIREMENTS (Contd) STATUS CLAUSE
REFERENCE
2.1 General

• Hydraulically fitted and keyless hubs are to be designed using the method and equations given in AGMA 9003, using a
coefficient of friction of 0.15. O-ring and oil distribution groove widths are to be excluded from the length of engagement. N 2.1.1.9
[FX - refer to AGMA 9003. The procedure is more complex than the traditional SKF method used by Flexibox. It
incorporates speed influence factors and hub dismounting pressure consideration]
• If the continuous torque, speed, continuous angular misalignment and continuous axial displacement cannot be accepted
simultaneously, then the relationship between them must be stated. N 2.1.1.10
[FX - angular misalignment reduces gradually above 50% axial displacement. If the duty conditions fall into this operating
range, then the relationship must be declared]
• A fatigue factor of safety of 1.25 (minimum), as established using the proportional increase method of the Modified Goodman
Diagram, must apply under conditions of continuous torque rating, speed, angular misalignment and axial displacement in
combination with the mean and cyclic stresses induced under the evaluated conditions. N 2.1.2.1
[Constant Life Curve is an alternative way of assessing fatigue factor of safety, in which case the minimum factor needs to
be 1.35].
[FX - traditionally, the Flexibox fatigue factor of safety (eg. on original TSKS) was nominally 2, but membrane optimisation
and uprating will have reduced this figure. Until data is published for the current range of couplings, designs will have to be
checked out for each application. At worst, the rated torque/speed/misalignment would have to be reduced to give the 1.25
factor. NB. the 1.5 SERVICE FACTOR is applied to the coupling rating which equates to the 1.25 (minimum) fatigue factor
of safety]
• Under simultaneous application of peak torque and rated conditions of speed, angular misalignment and axial displacement,
all torque transmitting components shall have a minimum factor of safety of 1.15 with respect to material yield strength.
N 2.1.2.2
[FX - stress calculations required for specific applications, but as Metastream peak ratings are at least 2 x continuous rating,
it should not pose a problem]
• Momentary torque limit corresponding to a factor of safety of 1.0 on material yield strength is to be stated. N 2.1.2.2
[FX - the torque that causes material yield. Must consider membranes, bolts and tube sections, but should be at least 2 x
continuous torque for Metastream designs]
• Spacer length corresponding to a between shaft ends dimension of 460mm (18 in) is required. R 2.1.3
• Integral flanges may be manufactured by CNC machining or by using drill fixtures/templates. Coupling manufacturer to
supply flange geometry and any fixture/template. R 2.1.5.1
[FX - ideally, integral flanges will be designed to match the coupling interface (holes, spigots, etc.)]
• Coupling to mate directly with an integral flange [no adaptor]. [The impracticality of this requirement on certain applications, N 2.1.5.2
such as gas turbines, is acknowledged in the Standard].
 Sheet 4
B) STATUS CLAUSE
MANDATORY REQUIREMENTS (Contd) REFERENCE
2.1 General

• Removable hubs are to be an interference fit on the mating shaft. - 2.1.8.1

Recommended fits stated are:-
0.0005 to 0.00075mm/mm (in/in) of bore diameter for parallel bored and keyed hubs -
minimum 0.001mm/mm (in/in) of bore diameter for taper bored and keyed hubs. -
minimum 0.0015mm/mm (in/in) of bore diameter for taper hydraulic (keyless) hubs -
Preferred fits for shafts and bores, as specified in ANSI B4.2-1978 may be used. N
• For parallel shafts with keyways, shaft sizes and coupling bores are to conform to AGMA 9002. - 2.1.8.1.1
[FX - reason for including this not clear. AGMA 9002 only covers inch sizes and the recommended interference fits
contradict clause 2.1.8.1a]
• Inspection procedure for taper bored and keyed hubs to be in accordance with AGMA 9002. - 2.1.8.1.2
[FX - AGMA 9002 Appendix A details taper bore checking USING A GAUGE. Appendix C covers keyway inspection - width,
depth, lead, offset and index checks]
• Taper bores for hydraulically fitted hubs to be inspected to the procedure given in AGMA 9003. R 2.1.8.1.3
[FX - AGMA 9003 only details the procedure for inspection using a plug gauge]
• Ra surface finish of hub bores shall not exceed:- 2.1.8.2
3.2 µ m (125 µ in) for parallel bores with keyways -
1.6 µ m (63 µ in) for taper bores with keyways R
0.8 µ m (32 µ in) for taper hydraulic (keyless) hubs R
• Out-of-roundness of hub bores (parallel and taper) to be within: 2.1.8.3
5.1 µ m (0.0002 in) TIR for bores ≤ 102mm (4 in) -
12.7 µ m (0.0005 in) TIR for bores > 102 (4 in) -
Roundness to be checked prior to key cutting -
• Taper bores to be checked by “bluing” using the plug gauge from Purchaser’s plug and ring gauge set. - 2.1.9.1.6
Acceptance criteria for surface contact are:-
85% for keyless hydraulic bores
70% for taper and keywayed bores (checked prior to keyway cutting) -
• Taper bored hubs to incorporate provision for shaft end retaining nuts, including adequate wrenching clearance - 2.1.9.1.7
 Sheet 5
B) MANDATORY REQUIREMENTS (Contd) STATUS CLAUSE
REFERENCE
2.1 General

• Keyway dimensions, including corner radii and inspection methods, to comply with AGMA 9002 R 2.1.9.2.1
2.1.9.2.2
2.1.9.2.3
• Puller holes to be provided in keyed hubs as follows:- 2.1.9.2.4
- M6 (1/4 in UNC) for bores < 64mm (2-1/2 in) -
- M10 (3/8 in UNC) for bores ≥ 64mm (2-1/2 in) -
• Spigot/recess locations for high speed (> 1800 rpm) applications to be: 2.1.10.1
- concentric within 0.00008mm/mm (0.001 in/ft) TIR or 0.013mm (0.0005 in) TIR, whichever is greater -
- maximum fit clearance shall not exceed 0.025mm (0.001 in) -
- fits that tighten under centrifugal loading are preferred. -
[FX - spigot to recess clearances on most Metastream designs comply, but eccentricity between hub bore and spigot /
recess will have to be manufactured to tighter tolerances than those indicated on the design sheets]
• Runout of mating faces, excluding flexible elements, on high speed (> 1800 rpm) applications are not be exceed
0.00008mm/mm (0.001 in/ft) TIR or 0.025mm (0.001 in) TIR whichever is greater. - 2.1.10.2
[FX - tighter requirement than the commercial limit given on coupling design sheets]
• For low speed (≤ 1800 rpm) applications, radial location fits and face runouts are determined by balance tolerance N 2.1.10.1
requirements only 2.1.10.2
• Interface bolting is to transmit the required torque without dependence on flange-face friction - 2.1.11.1
• On spigot/recess locations, the bolt holes in one flange shall have a maximum diametrical clearance of 0.13mm (0.005 in) R 2.1.11.2
This requirement does not apply if fasteners are threaded into one flange. N
[FX - for example, on TSKS the tapped hole in the guard ring radially locates the bolt and so the hole in the mating (hub)
flange can be open tolerance clearance]
• Deformed thread, self locking fasteners are to be used. R 2.1.11.4
• Castellated lock nuts and lock washers are not acceptable. - 2.1.11.4
• The interval or minimum prevailing torque at which fasteners shall be replaced is to be recommended. R 2.1.11.4
[FX - recommendation is to replace after 5 assemblies BY THE CUSTOMER, but minimum prevailing torque values
could be quoted from BS4929 / ISO 2320]
[consideration to be given to maintaining a spare set of fasteners] N 2.1.1.4
• Fastener tightening torque to be specified, including statement on whether for dry or lubricated torquing - 2.1.11.5
• Fastener dimensions and weights to be toleranced to permit interchangeability within the same set or substitution of a
spare set without affecting the coupling integrity or prescribed balance limit R 2.1.11.6
[FX - Metastream fastener dimensions are acceptable and match weighing requirements are specified by clause 2.6.3.4]
 Sheet 6
B) MANDATORY REQUIREMENTS (Contd) STATUS CLAUSE
REFERENCE
2.1 General

• Each set of fasteners to include a minimum of 10%, or at least 2, spare fasteners. N 2.1.11.7
• All coupling parts, excluding bolts and flexible membranes, to be machined all over to a surface finish of 3.2 µ m R 2.1.13
(125 µ in) or better

2.3 Metallic Flexible Element Couplings

• Flexible elements to be metallic, unless otherwise stated. R 2.3.1

• The coupling spacer is to be removable without disturbing any factory assembled membrane units R 2.3.2
• Spacer adjustment shims are to be provided for taper bore and integral flange applications. The shims are to provide:- 2.3.4
- ± 1.6mm (± 1/16 in) adjustment for shafts having a nominal diameter less than 102mm (4 in) -
- ± 3.2mm (± 1/8 in) adjustment for shafts of 102mm (4 in) diameter or greater. -
[FX - this may require longer spigots than standard, and on the smaller M,TL and TT designs a shim carrier may be
needed].
• The coupling design is to retain the spacer in its normal position (approximately) in the event of the complete failure of a
flexible element pack. N 2.3.5
[FX - the inherent anti-fly features of the M- and T-Series meet this requirement]

2.5 Dynamics

• This 3rd edition accepts that axial natural frequency (ANF) is not a consideration with multiple membrane couplings R 2.5.1
• The lateral natural frequency of the coupling components between and including the flexible elements is to be at least 50%
above the highest specified operating speed. N 2.5.2
[FX - Flexibox policy is to have the lateral natural frequency at least 2 x highest specified operating speed. This is
particularly important on high speed applications such as gas turbines and centrifugal compressors]
 Sheet 7
B) MANDATORY REQUIREMENTS (Contd) STATUS CLAUSE
REFERENCE
2.6 Balance
• Three separate methods of balancing are included in the Standard R 2..6.1
Method 1 - standard for low speed (≤ 1800 rpm) duties
Method 2 - standard for high speed (> 1800 rpm) duties with certain options
Method 3 - optional procedure for high speed duties, again with certain options
The various requirements and options are summarised in the following table:-

CLAUSE PROCESS APPLICABILITY TO METHOD

1 2 3

2.6.2.1 POTENTIAL UNBALANCE CALCULATION M - - TABLE 2

2.6.3.5 COMPONENT BALANCE M M M
2.6.3.6 ASSEMBLY CHECK BALANCE - M -
2.6.3.7 ASSEMBLY BALANCE - - M
2.6.3.8 RESIDUAL UNBALANCE VERIFICATION - 0 0
2.6.3.9 REPEATABILITY CHECK - 0 0

M - MANDATORY - implicit in API 671 - 3rd edition

O - OPTIONAL - must be specifically requested by Purchaser
 Sheet 8
STATUS CLAUSE
B) MANDATORY REQUIREMENTS (Contd) REFERENCE

2.6 Balance
• The potential unbalance of low speed (≤ 1800 rpm) couplings must be shown to meet the requirements of AGMA 9000 class N 2.6.2..1
9.
• Material to be removed from low stress areas to correct balance. - 2.6.3.2
• During balancing, coupling mounting surfaces (eg. hub bores, radial location features) are to be aligned so that their
geometric centre is concentric to the axis of rotation within 0.00004mm/mm (in/in) of mounting diameter or 6.4 µ m (0.00025
in) whichever is greater. - 2..6.3.3
• Field installation fasteners and similar accessory components are to be match weighed to a tolerance of 0.05% of the
component’s weight or 0.1g (0.0035 oz), whichever is greater - 2.6.3.4
• For component balancing:- - 2.6.2.1
- each component (eg. hub, flexible element, factory sub-assembly, solo plate, moment simulator) is to be balanced
individually by rotation after all machining, except keyway cutting, has been completed. [Machining of keyway prior to
balancing is optional] R 2.6.3.5
- two plane balancing is preferred, but single plane balance may be used when component length to diameter ratio is 1.0
of less R 2.6.3.5
• The residual unbalance limit per plane after correction must not exceed the greatest value determined by the following
expressions. 2.6.3.5

Applicability SI units USA units

Speeds up to 5000 rpm U = 6350 (W) U = 4 (W) -

(N ) (N )
Speeds greater than 5000 rpm U = 1.27 W U = 0.0008 W -
default (low weight, high speed ) U = 7.2 U = 0.01 -
where
U = residual unbalance g-mm oz-in
W = weight apportioned to each plane kg lb
N = max. continuous speed rpm rpm
 Sheet 9

STATUS CLAUSE
B) MANDATORY REQUIREMENTS (Contd) REFERENCE
2.6 Balance
• For assembly check balancing:- - 2.6.2.2
- all components are individually balanced (2.6.3.5) and then assembled and the balance verified, following which the
components are match marked R 2.6.3.6
- the residual unbalance limit per plane for the randomly assembled coupling shall not exceed the greatest value 2.6.3.6
determined from the following expressions (nomenclature as above - clause 2.6.3.5)

Applicability SI units USA units

Speeds up to 5000 rpm U = 63500 (W) U = 40 (W) -

(N ) (N )
Speeds greater than 5000 rpm U = 12.7 W U = 0.008 W -
default (low weight, high speed ) U = 72 U = 0.1 -

- couplings that fail to meet these criteria must be corrected by repeating the component balance. Trim balance of the
assembly is not permitted - 2.6.3.6
- following assembly check balance, residual unbalance verification or a repeatability check may be specified (purchaser - 2.6.2.2
options).
• Assembly balance may be specified by the Purchaser as an alternative to assembly CHECK balance. This option requires 2.6.1
all components/sub assemblies to be component balanced, except for a single component/sub assembly on which the final
assembly balance correction is to be carried out. - 2.6.2.3
Following component balance (2.6.3.5), the coupling is assembled and match marked. The coupling is then two plane
balanced with correction being made to the previously unbalanced part. The maximum permissible unbalance in each of the
two correction planes is determined using the same expressions as for component balance (2.6.3.5) - 2.6.3.7
[This procedure corrects the unbalance caused by eccentricities in the spigot locations but may preclude the subsequent
interchange of components/sub assemblies]
- additional residual unbalance verification/repeatability checks may be specified by the Purchaser. R 2.6.2.3
• A Residual Unbalance Check may be specified as an OPTION following Assembly balance or Assembly Check balance.
The Residual Unbalance Check is carried out BEFORE the coupling is removed from the balancing machine using the
procedure given in API RP 684 Appendix 3B. [This procedure is identical to the one described in Appendix F of API 671 - 2nd R 2.6.3.8
edition].
• When specifed, a Repeatability Check is to be performed after assembly balance or assembly check balance. The
coupling is dismantled to the extent required for normal field disassembly and then re-mounted on the balancing machine.
The residual unbalance is then re-determined and must not exceed the limits derived using the check balance expressions - 2.6.3.9
(2.6.3.6)
 Sheet 10
B) MANDATORY REQUIREMENTS (Contd) STATUS CLAUSE
REFERENCE

2.7 Materials

• Manufacturers standard materials may be used, unless otherwise stated, but must be identified by reference to ASTM, - 2.7.1
AISI, ASME, SAE or UNS numbers [or full specification provided if designation not available] R 2.7.2
• Materials of all major components to be advised at the proposal stage. N 2.7.1
• Advice on material protection (oil mist, inert gas purge, coatings etc) must be given when the Purchaser specifies corrosive N 2.7.4
agents in the environment [including agents causing stress corrosion cracking]. - 2.7.3
• Flexible elements to be of corrosion resistant material or may be suitably coated with the agreement of the Purchaser. - 2.7.5
• Fasteners to be of heat treated steel, SAE J 429 grade 5 or better. Threads to comply with ISO 262 [ANSI/ASME B1.1]. R 2.7.7
Material to be corrosion resistant in the specified environment, plated bolts being suitably heat treated to prevent hydrogen -
embrittlement. -
• The quality of nuts shall be at least equal to that of the bolts. - 2.7.7
NOTE:
1) Restrictions on the use of copper and copper alloys have been deleted. R -
2) The manufacture of all metallic components from high quality hot rolled, cold finished, or forged material has been R -
deleted

3 ACCESSORIES

• Any special tools required for assembly and disassembly of the coupling, including jack-screws, are to be supplied - 3.2
 Sheet 11
B) MANDATORY REQUIREMENTS (Contd) STATUS CLAUSE
REFERENCE

4 MANUFACTURING QUALITY, INSPECTION, TESTING AND PREPARATION FOR SHIPMENT

4.1 Manufacturing Quality

• Purchaser may review quality programme N 4.1.1

• Salvage of torque transmitting components by welding or plating to be authorised IN WRITING by the Purchaser - 4.1.2
• Component tolerances to permit field interchangeability / replacement, albeit with rebalancing if necessary. - 4.1.3
• All sharp edges to be removed (except for threads) - 4.1.4
• Marking to be carried out in low stress areas. R 4.1.5

4.2 Inspection and Testing

• After giving advance notice, Purchaser to be granted access to locations, including subcontractors’ works, where - 4.2.1
manufacturing , inspection or testing are in progress. - 4.2.2
• Manufacturing hold points and inspector’s visits to be agreed with the Purchaser, the Purchaser specifying the amount of - 4.2.4.1
advance notification required. R 4..2.4
- Witnessed means that production schedule must be held pending the arrival of the Purchaser’s representative. - 4.2.4.2
- Observed means that Purchaser is advised of timing, but that work proceeds in his absence. - 4.2.4.3
• Adequate advance notice to be given to the Purchaser of “witnessed” and “observed” operations. - 4.2.3
 Sheet 12
B) MANDATORY REQUIREMENTS (Contd) STATUS CLAUSE
REFERENCE

4.3 Inspection

• The following data is to be retained for at least 5 years:- 4.3.1.1

- material certification for all torque transmitting components R
- non-destructive test results -
- documented tests and inspections, including heat treatment and radiography records R
- balancing data -
• Periodic testing of sample materials after heat treatment is to be performed at least twice a year and the results - 4.3.1.1
documented
• Data required to enable the reproduction of a functionality equivalent coupling is to be retained for at least 20 years N 4.3.1.2
• Wet magnetic particle or liquid penetrant inspection is to be carried out on ALL torque transmitting metallic components
after final machining, EXCEPT for membranes manufactured from cold rolled strip. R 4.3.1.3
• 100% surface and sub-surface inspection of all welds is required. - 4.3.2.1

4.4 Testing

• Purchaser’s acceptance of shop tests and witnessing of inspection does not relieve the Vendor of his responsibilities - 4.4.2

4.5 Preparation for Shipment

• All surfaces to be cleaned and coated to prevent corrosion -- 4.5.1

• Operating instructions and copy of certified final arrangement drawing to be attached. - 4.5.1
5.2.2.3
• Purchaser to specify expected storage time, location and standard (domestic or export) - 4.5.2 / 4.5.3
• Packing required to prevent mechanical and corrosion damage during normal shipment and for the storage conditions
specified. - 4.5.4
• Coupling to be stamped or etched with a serial number and an item number (clause 4.1.5) - 4.5.5
• Container to be marked to Purchaser’s requirements. - 4.5.5
• Unique serial number to be inscribed on all major separable parts. - 4.5.6
• Recommended bolt torque to be inscribed on each flange. - 4.5.6
• Additional markings to be inscribed as specified by the Purchaser. - 4.5.6
 Sheet 13
B) MANDATORY REQUIREMENTS (Contd) STATUS CLAUSE
REFERENCE
5 VENDOR’S DATA

5.1 General

• Detailed schedule for data submission to be agreed, including quantities and format. 5.1.1
- 5.2.2.1
• All data to be identified with the following information:- 5.1.2
- Purchaser/User corporate name -
- Job/project number -
- Equipment name and item number -
- Purchase order number -
- Other specified identification -
- Vendor’s job number, serial number or other identifying reference -

5.2 Proposals and Contract Data

• Proposals to include the following information: 5.2.1

- statement on strict compliance or explanatory list of exceptions -
- completed Purchaser data sheet -
- typical arrangement drawing and literature -
- itemised list of special tooling -
- details of start-up, shutdown and operating restrictions -
[- if specifically requested, application list of similar couplings operating under analogous conditions] -
It is no longer necessary to provide a recommended spares list with the proposal. R
• Drawings to be reviewed promptly by Purchaser, but this review does not constitute permission to deviate from order - 5.2.2.2
requirements
• Certified final drawings to be supplied as agreed - 5.2.2.2
• Drawings to be in accordance with ANSI Y14.2M - 5.2.2.2
 Sheet 14
B) MANDATORY REQUIREMENTS (Contd) STATUS CLAUSE
REFERENCE
5 VENDOR’S DATA

5.2 Proposals and Contract Data

• Arrangement drawings to include the following information: 5.2.2.3
- Purchaser’s order number and equipment item number -
- Make, type and size of coupling -
- Full technical data, including c of g locations -
- Overall and interface dimensions, including -
interface spigot dimensions -
hub-to-hub and shaft end spacing -
bore details, including interference data -
hub advances -
axial float -
- flexing element centre line to centre line distance
- lateral natural frequency of the spacer -
- tightening and minimum prevailing torque of installation fasteners R
- thread dimensions, including trim balance holes -
- materials of construction -
- materials and outline dimensions of solo plate and moment simulator R
- match marking locations and nomenclature N
- continuous, peak and momentary torque limits N
- torque capacity of keyless hubs N
- flexible element lateral stiffness N
• Completed data sheets to be supplied R 5.2.3.1
• The following information to be made available:- `
- Inspection and Testing data [4.3 and 4.4] -
- Balance certificates -
- Torque, speed and misalignment inter-relationship data (2.1.1.10) R
• Maximum enclosure temperature at maximum continuous speed [Purchaser and Vendor to agree responsibility for this R 5.2.3.3
calculation].
• Parts list of all equipment supplied to be furnished, in sufficient detail to enable interchangeability with other couplings to be - 5.2.3.4
established. Proprietary items to be identified by original vendor’s name and part number - 5.2.3.4
 Sheet 15
B) MANDATORY REQUIREMENTS (Contd) STATUS CLAUSE
REFERENCE
5 VENDOR’S DATA

• Within 5 days of shipment, requisite number of operating manuals (including specific arrangement drawing and data sheets) - 5.2.3.5
to be supplied. Operating manual to cover:
- installation -
- final tests and checks -
- start up -
- shut down -
- operating limits -
- operating and maintenance procedures -
- prestretch/precompression data -
- application of spacer shims -
- installation and use of solo plate / moment simulator N
• Supplementary list of spare parts to be submitted, including part numbers, material, prices and delivery times - 5.2.3.6
 Sheet 16
C) PURCHASER OPTIONS STATUS CLAUSE
REFERENCE

• MOMENT SIMULATOR may be required. The dimension from the shaft end to the centre line of the first bearing is to be R 2.1.6
specified by the Purchaser
• When a SOLO PLATE is required, it is to be designed to centre the coupling and maintain its balance. R 2.1.7
• If a matched set of PLUG AND RING GAUGES is to be supplied, it must meet the following requirements:- R 2.1.9.1.4
N 3.5
- Material to be harder than shaft and coupling [Rc 45 min]
- Set to be verified against MASTER gauge set
- Roundness, surface finish and surface contact requirements as for coupling tapers
- Lengths at least equal to hub length plus advancement distance, shall overlap the taper at both ends and be 12mm
(1/2 in) longer than the taper
- To be marked “GAUGE” in a non-critical area
- To be packed to the same standard as the coupling (4.5.4)
• If a matched set of plug and ring LAPPING tools is to be supplied, they must meet the following requirements:- N 2.1.9.1.5
N 3.6
- Material to be softer than shaft and hub materials
- To overlap the taper at each end and be 12mm (1/2 in) longer than the taper
- To be marked “LAPPING TOOL” in a non-critical area
- To be packed to the same standard as the coupling (4.5.4)
• An electrically insulated coupling may be specified, in which case the component fit tolerance requirements (2.1.0) do not - 2.1.12
apply to the non-metallic insulating components
• For couplings operating within a close fitting, enclosed guard, details of the guard will be provided for evaluation and feedback - 2.3.3
on the need for cooling
• Tapped holes may be required for field balancing. Such holes must be capable of correcting unbalance to R 2.6.4
U (g-mm) = 12.7W (kg) or U (oz-in) = 0.008W (lb).
Where W = coupling weight apportioned to driver or driven equipment.
Hole geometry is by mutual agreement, but optimum hole location is specified as:-
for keyed hubs - outboard face of hub, midway between bore and boss diameter
for hydraulic hubs - on coupling flange, inter-spaced between hub bolt holes.
• Components other than membranes may be specified in corrosion-resistant or coated material - 2.7.6
• It may be required to supply certain of the following accessories:-
- Installation equipment for hydraulically fitted hubs - 3.1
- Two piece stop ring to locate hydraulic hubs - 3.3
- A puller for keyed hubs - 3.4
 Sheet 17
C) PURCHASER OPTIONS (Contd) STATUS CLAUSE
REFERENCE
• If requested to attend the coordination meeting, Vendor must be prepared to discuss:- 5.1.3
- Purchase order, scope of supply, subcontract items -
- Data sheets -
- Document transmittal, production and testing schedules -
- Inspection, expediting and testing -
- Cooling requirements -
- Applicable specifications and agreed exceptions -
- Coupling guard design -

D) APPENDICES

APPENDIX A COUPLING DATA SHEETS R

APPENDIX B TORSIONAL DAMPING COUPLINGS AND RESILIENT COUPLINGS R

(not applicable to membrane couplings)

APPENDIX C COUPLING TAPERS R

APPENDIX D COUPLING GUARDS R

APPENDIX E COUPLING FATIGUE FACTOR OF SAFETY N

An important addition. It explains how to evaluate the factor of safety of a coupling for continuous operation by reference
to the Modified Goodman Diagram [or Constant Life Curve] criteria, as required by clause 2.1.2.1

This 3rd edition omits two Appendices which were included in the 2nd edition.

Taper Gauges (was Appendix D) - now incorporated into the body of the 3rd edition as clause 3.5

Procedures for Determination of Residual Unbalance (was Appendix F) - 3rd edition now references API RP 684, Appendix 3B