| 1 | Define the operating envelope | Flow, differential head, suction pressure, temperature, viscosity, density, and vapor pressure | Use the minimum, normal, and maximum cases, including tank-level changes and seasonal temperature effects. Confirm that the selected pump avoids excessive recirculation and operates within the manufacturer's allowable range. | The duty point should be compatible with the pump's certified performance curve and the system's available NPSH. | Require a completed process data sheet and a performance curve showing normal and limiting operating points. |
| 2 | Confirm hydraulic suitability and NPSH margin | Cavitation risk, suction losses, liquid level, vapor pressure, and transient conditions | Calculate available NPSH at the lowest liquid level and highest liquid temperature. Account for strainers, hoses, loading arms, valves, reducers, and potential air entrainment. | NPSH available must exceed NPSH required by an appropriate engineering margin; the final margin depends on the system and operating criticality. | Review the NPSH calculation, suction piping layout, and low-level shutdown or anti-cavitation provisions. |
| 3 | Select the correct pump construction | Pump type, casing arrangement, shaft sealing, materials, and maintainability | Choose a centrifugal pump when the required flow and head suit continuous centrifugal operation; consider a positive-displacement design when very low flow, high viscosity, or precise displacement control governs the duty. | API 610 applies to centrifugal pumps used in petroleum, petrochemical, and natural-gas industries. It is not a universal requirement for every pump type or service. | Check the procurement specification against the selected pump type and identify any API 610 exceptions or supplementary requirements. |
| 4 | Verify mechanical seal compatibility | Seal arrangement, face materials, elastomers, seal plan, leakage control, and pressure limits | Confirm compatibility with crude oil or refined product composition, temperature, pressure, solids, volatility, and potential sour-service exposure. Define whether a single or dual seal arrangement is required by the risk assessment. | API 682 provides standardized requirements and seal-plan guidance for shaft sealing systems in petroleum, petrochemical, and natural-gas applications. | Request the seal data sheet, selected API 682 category and arrangement, piping plan, materials, and leakage-monitoring method. |
| 5 | Check hazardous-area compliance | Motor, instruments, junction boxes, cable glands, temperature class, equipment group, and zone classification | Match every electrical and ignition-capable component to the site classification. Do not treat a pump's general certification as automatically covering the motor, instruments, or complete skid. | IECEx certification is used internationally for explosive atmospheres; ATEX applies within the European Union. Certification depends on the exact equipment, protection concept, gas group, zone, and temperature class. | Compare certificates and markings with the hazardous-area drawing, such as Zone 1 or Zone 2, gas group, and temperature class. |
| 6 | Design specifically for H₂S service | Sour-service material selection, hardness, corrosion resistance, containment, detection, and personnel protection | Establish the H₂S partial pressure, water content, pH, chloride level, temperature, and pressure. Specify materials and hardness controls for wetted and pressure-containing parts, and address toxic-gas detection and vent routing. | Where applicable, evaluate NACE MR0175/ISO 15156 for oil and gas production environments. H₂S requirements are service-specific and should be confirmed by the project materials engineer. | Require material certificates, hardness records, sour-service compliance documentation, H₂S detectors, emergency procedures, and a controlled seal-vent arrangement. |
| 7 | Validate testing, documentation, and lifecycle support | Factory testing, vibration, balance, materials traceability, spare parts, inspection, and maintenance access | Define required performance testing, mechanical-run testing, vibration limits, inspection hold points, preservation, installation tolerances, commissioning support, and critical spare parts. | API 610 and API 682 include equipment, inspection, testing, and documentation provisions when they are specified for the purchase. Project specifications may add stricter requirements. | Use a compliance matrix covering standards, deviations, certificates, test records, drawings, manuals, spare parts, and operator training. |