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About This Item


Full Description

ISA TR96.05.01-2017:
  • is informative and does not contain any mandatory requirements.
  • is limited to automated valves normally operating in either a full open or full closed position.
  • introduces the concept of margin analysis as a method of assessing PST results.
  • relates loss of functional margin with possible failure modes and discusses the effectiveness of different PST approaches in identifying a loss of functional margin.
  • discusses the possibility and effects of over-stroking the automated valve.
  • discusses the possibility and effects of over-torqueing the stem of the automated valve.
  • discusses the rationalization/justification in performing PST (benefits vs risk).
The boundary of the automated valve includes the following:
  • Valve, Actuator, Control Systems, Ancillary Components, and Monitoring Devices
  • Actuation media regulation and filtration system
  • Actuated valves whose safe position is specified
  • Automated valves that employ only pneumatic or hydraulic actuators
  • Guidance related to testing of electric valve actuators is provided in ANSI/ISA-96.02.01 and are excluded from the scope of this technical report
Guidance is provided for the following:
  • Identifying when partial stroke testing may be useful
  • Various criteria to consider when selecting the partial stroke method, e.g., automated versus manual test execution, spurious trip potential, actuator force or torque output, and on-line maintainability
  • The advantages and disadvantages of four basic methods of partial stroke testing: mechanical limiting, travel limiting, position based, and solenoid operated valves
  • The capability and limitations of the four measurement, analysis, and acceptance criteria approaches used to assess PST results.

Document History

  1. ISA TR96.05.01-2017


    Partial Stroke Testing of Automated Block Valves

    • Most Recent
  2. ISA TR96.05.01-2008

    Partial Stroke Testing of Automated Block Valves

    • Historical Version