| Service Containment | Prevent leakage of toxic, carcinogenic, flammable, volatile, or environmentally regulated fluids. | Dual pressurized seal arrangement with a clean barrier fluid system. Use an arrangement that keeps barrier pressure above process pressure. | API 682 and ISO 21049 recognize single and dual seal arrangements. Arrangement 3 is generally selected when enhanced containment is required. | - Process pressure and temperature
- Barrier pressure and fluid type
- Required emissions or leakage limits
- Hazardous-area classification
| Application-specific review |
| Seal Arrangement | Choose between a single seal, unpressurized dual seal, or pressurized dual seal according to risk and emission control needs. | - Arrangement 1: single seal
- Arrangement 2: dual, unpressurized
- Arrangement 3: dual, pressurized
| Arrangement terminology is defined within API 682 / ISO 21049 selection practices. The final arrangement depends on process hazard, reliability, and containment objectives. | Ask for the arrangement designation, seal orientation, inboard/outboard seal details, and barrier or buffer system P&ID. | Confirm arrangement matches the process safety review and equipment datasheet. |
| Seal Type | Process pumps may require a cartridge seal for repeatable installation and reduced assembly error. | Use a cartridge seal for many standardized process-pump applications; consider a component seal only where equipment geometry and maintenance controls justify it. | API 682 / ISO 21049 classify seal types and provide standardized design expectations for refinery and chemical-process applications. | Request seal type, cartridge dimensions, sleeve details, setting clips, gland interface, and installation instructions. | Verify shaft size, chamber dimensions, bolt circle, gland thickness, and static O-ring location. |
| Pressure and Speed | Pressure, speed, shaft diameter, and balance ratio jointly determine face loading, heat generation, and operating limits. | Select a hydraulically balanced rotating or stationary design within the supplier’s documented pressure-velocity envelope. | API 682 / ISO 21049 do not replace the application-specific pressure, speed, and temperature rating review. | - Maximum and minimum pressure
- Normal and trip speed
- Shaft diameter and runout
- Start-up, shutdown, and upset conditions
| Require a signed application calculation or rating sheet for the complete operating envelope. |
| Temperature | Hot hydrocarbons, corrosive chemicals, crystallizing fluids, and temperature-sensitive products require careful heat management. | Use a suitable face combination, secondary seal material, gland design, and cooling arrangement. Consider a cooled chamber or circulating flush where needed. | API 682 / ISO 21049 selection requires material and auxiliary-system suitability for the stated temperature range. | Request normal, maximum, minimum, transient, and dead-headed temperatures, plus fluid vapor pressure at operating temperature. | Check that every elastomer, gasket, face, spring, and metal component is rated for the complete temperature range. |
| Chemical Compatibility | Acids, alkalis, solvents, oxidizers, amines, chlorides, and mixed chemical streams can attack faces, elastomers, springs, and metal parts. | Specify materials by chemical compatibility rather than by generic material names. Typical options may include carbon, silicon carbide, tungsten carbide, stainless steel, nickel alloys, PTFE, FKM, EPDM, or FFKM, subject to verification. | Standards establish design and testing frameworks but do not guarantee compatibility with every chemical. | Request complete fluid composition, concentration, contaminants, pH, solids, crystallization tendency, and material certificates. | Obtain a written compatibility review for all wetted and exposed components. |
| Seal Face Combination | Face selection must control wear, heat, leakage, and resistance to corrosion or abrasive solids. | - Carbon versus silicon carbide for many clean chemical services
- Silicon carbide versus silicon carbide for abrasive or corrosive duties where suitable
- Tungsten carbide where impact or abrasion resistance is required and chemistry permits
| API 682 / ISO 21049 require face materials and design details to be suitable for the specified service and operating conditions. | Request face grade, density, hardness, porosity controls, surface finish, balance ratio, and face-flatness data. | Review material certificates and confirm face pairing is suitable for dry running risk and lubrication conditions. |
| Secondary Seals | Elastomers and polymeric seals may swell, harden, crack, or lose elasticity when exposed to chemicals or extreme temperature. | Choose O-rings, wedges, or other secondary seals based on chemical compatibility, temperature, pressure, extrusion risk, and shaft movement. | API 682 / ISO 21049 include requirements for secondary sealing components and material suitability. | Request exact compound designation, hardness, temperature range, compression limits, dynamic movement, and storage requirements. | Do not approve a quotation that lists only “rubber” or an unexplained elastomer code. |
| Solids and Abrasion | Slurries, catalysts, crystallizing chemicals, pigments, salts, and contaminated process fluids can damage faces and clog auxiliary piping. | Use hard face materials, protected springs, robust dynamic sealing, and a flush or cyclone separator when justified by solids loading. | API 682 / ISO 21049 auxiliary piping plans should be selected according to solids content, pressure, temperature, and plugging risk. | Request particle size, concentration, hardness, settling behavior, crystallization temperature, and expected flush quality. | Confirm flush velocity, separator performance, filtration, and cleanout provisions. |
| Flushing Plan | A controlled flush may remove heat, prevent solids accumulation, or provide a clean lubricating environment at the seal faces. | - Plan 11: process-source flush through a restriction device
- Plan 21: cooled process-source flush
- Plan 23: recirculated, cooled chamber fluid
- Plan 32: external clean flush
- Plan 41: separator-assisted flush for solids service
| These plans are standardized auxiliary arrangements commonly used with API 682 / ISO 21049 seal systems. | Request plan number, orifice size, flow rate, pressure, temperature, piping material, instrumentation, and utility quality. | Check that flush pressure is controlled and that the source will not contaminate or destabilize the process. |
| Dual Seal Support | Dual seals require a defined buffer or barrier system to manage leakage and heat. | - Plan 52: unpressurized buffer fluid reservoir
- Plan 53A: pressurized barrier fluid reservoir
- Plan 53B: pressurized barrier system with bladder accumulator
- Plan 53C: pressurized barrier system with piston accumulator
- Plan 54: externally supplied barrier fluid system
| API 682 / ISO 21049 identify standardized support-system concepts; the correct plan depends on pressure, heat load, contamination tolerance, and monitoring needs. | Request barrier-fluid type, pressure margin, reservoir volume, cooling capacity, alarm settings, and expected leakage balance. | For a pressurized system, confirm barrier pressure remains above process pressure under all operating conditions. |
| Atmospheric-Side Control | External leakage, vapor emissions, or contamination around the outboard side may need controlled handling. | Consider containment or separation arrangements, suitable venting, and a compatible quench or buffer medium where required. | API 682 / ISO 21049 provide auxiliary-plan conventions, but emission performance must be defined by the project specification and local regulation. | Request allowable leakage, vent destination, pressure limits, drain arrangement, detector type, and hazardous-area requirements. | Verify all vents and drains discharge to a safe, compatible, and approved location. |
| Instrumentation | Reliable monitoring is important for early detection of loss of flush, high temperature, pressure decay, or excessive leakage. | Use pressure indicators, transmitters, temperature indicators, level switches, flow indicators, alarms, or seal-monitoring devices as required by the risk assessment. | API 682 / ISO 21049 support defined piping-plan instrumentation and monitoring practices; project specifications may impose additional requirements. | Request instrument range, accuracy, connection size, calibration certificates, alarm values, and signal type. | Review the instrument list against the P&ID, control narrative, and hazardous-area classification. |
| Materials and Corrosion | Wetted metal parts must withstand the process fluid, auxiliary fluids, temperature, pressure, and chloride or sulfide exposure. | Use an approved corrosion-resistant alloy or lining selected from a documented materials review. Avoid relying on nominal stainless-steel descriptions alone. | API 682 / ISO 21049 require material selection appropriate to service conditions; material grade selection remains application-specific. | Request material grade, heat treatment, corrosion allowance, NACE or other project requirements, and positive material identification records. | Verify material certificates, traceability, and compliance with the purchase specification. |
| Piping and Layout | Improper piping can cause vapor pockets, poor circulation, blocked lines, thermal shock, or unstable pressure control. | Use short, sloped, accessible piping with suitable venting, draining, supports, and isolation. Follow the selected plan’s flow direction and elevation requirements. | API 682 / ISO 21049 provide piping-plan arrangements and installation guidance, subject to project-specific engineering. | Request piping class, tubing or pipe size, valve types, slope requirements, elevation limits, support details, and flushing procedure. | Approve the final P&ID and installation drawing before manufacture or site installation. |
| Qualification and Testing | Global sourcing requires repeatable evidence that the design, materials, and manufacturing process meet the agreed specification. | Use documented hydrostatic testing, pressure testing, dimensional inspection, material verification, face inspection, and performance testing where specified. | API 682 / ISO 21049 include qualification and testing expectations for applicable seal designs. The applicable edition and purchaser specification must be identified. | Request inspection and test plan, test medium, test pressure, hold time, acceptance criteria, nonconformance process, and test reports. | Hold-point approval |
| Manufacturing Traceability | Traceability reduces the risk of undocumented substitutions and supports long-term maintenance. | Use controlled bills of material, permanent component marking where practical, lot traceability, and revision-controlled drawings. | Traceability should be defined in the purchase order, quality plan, and applicable API 682 / ISO 21049 project requirements. | Request serial number logic, component traceability, certificate format, drawing revision, change-control process, and records-retention period. | Match certificates and inspection records to the seal serial number and final assembly. |
| Installation and Maintenance | Many premature failures result from incorrect installation, shaft damage, poor alignment, blocked flush lines, or improper start-up. | Choose a design with clear setting features, robust gland construction, accessible instrumentation, and documented installation and commissioning procedures. | API 682 / ISO 21049 provide installation-related dimensional and design expectations; equipment-specific instructions remain essential. | Request installation manual, tightening torque, setting procedure, shaft runout limits, alignment limits, spare-parts list, and troubleshooting guide. | Require a commissioning checklist and verify all auxiliary systems before starting the pump. |
| Interchangeability | Global procurement often requires replacement seals to fit existing pumps without unplanned modifications. | Use a dimensionally controlled cartridge or component design matched to the existing seal chamber and shaft arrangement. | API 682 / ISO 21049 standardization helps define interfaces, but it does not guarantee interchangeability between every pump and seal. | Request certified dimensional drawings, shaft and chamber measurements, gland interface data, bolt pattern, and installation clearances. | Approve a dimensional interface drawing before purchase order release. |
| Global Sourcing Documentation | International purchasing needs unambiguous technical, quality, shipping, and regulatory documentation. | Use a complete technical requisition with standardized terminology, approved deviations, inspection points, and document requirements. | State the exact applicable edition of API 682 and/or ISO 21049, together with any owner, legal, environmental, or project requirements. | - Datasheet and service conditions
- Arrangement and piping-plan numbers
- Drawings and calculations
- Material and test certificates
- Spare-parts and preservation requirements
| Technically complete quotation |