Valve List
Template (Excel)

A valve list (also called a valve schedule or valve register) is the master register of every valve on a project: gate, globe, ball, butterfly, plug, check, emergency shutdown valves (ESDVs), and control valves. For each tag it records P&ID reference, line number, service fluid, valve type, size, rating, end connection, body / trim / stem material, actuator type, fail position, SIL classification for safety-instrumented valves, applicable code (API 6D for pipeline valves, ASME B16.34 for flanged / threaded / welding-end, API 600 for steel gate valves, API 6A for wellhead), design conditions, manufacturer, and datasheet reference.

Required columns: valve tag, P&ID reference, line number, service fluid, valve type, size, rating per ASME B16.5 / B16.47 (Class 150 to Class 2500), end connection, body material, trim material, stem material, actuator type, fail position (fail-open / fail-closed / fail-last), SIL classification for SIF-assigned valves, applicable code, design pressure, design temperature, manufacturer, model number, datasheet reference. EPC contractors operating on Indian PSU scope add an OISD Section reference column for OISD 116 / 118 inter-distance and emergency isolation compliance.

Pathnovo, an engineering document intelligence platform, extracts every valve tag and symbol from your P&IDs and cross-references the corresponding piping material spec (PMS) and valve datasheets to populate the rest of the columns. Output is available in your EPC template format. Typical project turnaround is 48 hours for the initial batch with 99.5% contractual accuracy on safety-critical fields. ESDVs and SIL-classified valves are flagged automatically by symbol type. See the valve list automation workflow for the full pipeline.

Use the Valve Type column to flag each valve as Gate, Globe, Ball, Butterfly, Plug, Check, ESDV (emergency shutdown valve), or Control. ESDVs and Control valves additionally populate the Actuator Type column (typically Pneumatic with fail-safe spring return) and the Fail Position column. ESDVs that participate in a Safety Instrumented Function (SIF) populate the SIL Classification column per IEC 61511. Manual valves leave Actuator Type as 'Manual' and SIL Classification as 'N/A'. This unified structure keeps the master list as the single source of truth, with downstream filtering by Valve Type for each consumer.

API 6D (Pipeline Valves) covers gate, plug, ball, and check valves for pipeline applications, typically used for crude and product pipelines, gas transmission, and pipeline isolation duties. ASME B16.34 (Valves, Flanged, Threaded, and Welding End) covers process plant valves of all types inside plant battery limits. API 600 (Steel Gate Valves, Flanged and Butt-Welding Ends) is a specific subset for steel gate valves. API 6A covers wellhead and Christmas tree valves for upstream oil and gas. The valve list Code column drives inspection, hydrostatic test, and shell-test scope per the applicable code. See the API 6D standard reference.

Safety Instrumented Functions (SIF) are identified during HAZOP and LOPA, and SIL classification (SIL 1, SIL 2, SIL 3) is assigned per IEC 61511. Valves that act as the final element of an SIF (typically ESDVs) populate the valve list SIL Classification column. SIL-classified valves carry escalated proof test interval requirements, redundancy requirements (single / 1oo2 / 2oo3 voting), and certification requirements (IEC 61508 functional safety certification for the valve assembly). The valve list is the cross-reference document feeding the SIS verification workflow. See the SIL standard reference.

Add a Scope column flagging each valve row as 'existing', 'modified', 'new-installed', or 'demolish'. Existing valve rows are preserved so the operating context is clear (the new ESDV is replacing an existing manual gate valve at the same location, for example). Procurement scope fires only from 'modified' and 'new-installed' rows. This pattern is particularly important for Indian PSU refinery revamps where IOCL, BPCL, and HPCL projects mix new SIL-classified ESDVs into existing manual-valve P&IDs. The template includes the Scope column.