| 1 | Define the Required Pressure or Vacuum Set Point | Confirm the vessel design pressure, allowable vacuum, normal operating pressure, temperature range, and the pressure or vacuum level that must initiate relief. | Select a valve set point below the protected equipment's maximum allowable working pressure for pressure relief. For vacuum protection, ensure the valve opens before the vessel reaches its allowable external-pressure limit. | Set pressure is compatible with the vessel rating and operating envelope; no nuisance opening is expected during normal operation. | Critical |
| 2 | Match the Valve to the Process Fluid | Identify the gas, vapor, liquid, dust, corrosive constituents, toxicity, flammability, temperature, and potential for polymerization or crystallization. | Use materials and sealing elements compatible with the fluid and temperature. Consider corrosion, embrittlement, swelling, deposits, and the possibility of hazardous discharge requiring a closed vent or recovery system. | Wetted materials, gaskets, and elastomers are chemically and thermally compatible with the process throughout the service life. | Critical |
| 3 | Size for the Maximum Credible Venting Load | Calculate the required relieving capacity for credible scenarios such as filling or emptying, thermal expansion, gas blow-by, fire exposure, runaway reaction, or utility failure. | Use the applicable engineering calculation method and the valve manufacturer's certified capacity data. Do not size only from the normal operating flow rate. Account for the relieving pressure, temperature, fluid properties, and backpressure. | Certified valve capacity meets or exceeds the calculated required capacity with documented assumptions and an appropriate engineering margin. | Critical |
| 4 | Verify Applicable Codes and Standards | Determine which regulations and standards apply to the equipment, location, service, and relief device type. | Review applicable pressure-vessel, relief-device, piping, hazardous-area, environmental, and workplace-safety requirements. Common references may include recognized pressure-relief and tank-venting standards, but the governing code depends on the installation jurisdiction and service. | The selected valve has the required certification, markings, test records, materials documentation, and inspection status for the installation. | Critical |
| 5 | Check Connection Size, Pressure Class, and Backpressure | Compare nozzle size, connection type, flange or thread rating, inlet pressure loss, outlet pressure, and any built-up or superimposed backpressure. | Keep inlet and outlet piping arranged to avoid excessive pressure loss, liquid pockets, vibration, and unsupported loads. Verify that backpressure will not reduce capacity or prevent the valve from reseating correctly. | Piping ratings exceed the design conditions; calculated pressure losses and backpressure remain within the valve's approved operating limits. | High |
| 6 | Evaluate the Installation Environment | Assess outdoor exposure, ambient temperature, rain, snow, dust, salt spray, vibration, elevation, accessibility, and hazardous-area classification. | Provide weather protection or insulation where required, while keeping the discharge path unobstructed. Install the device upright when specified and provide safe access for inspection, testing, and maintenance. | The valve is protected from freezing, fouling, impact, and unauthorized adjustment, with clear access and safe discharge routing. | High |
| 7 | Plan Testing, Maintenance, and Documentation | Confirm inspection intervals, set-pressure testing, cleaning requirements, spare parts, calibration control, tamper protection, and replacement procedures. | Maintain installation drawings, sizing calculations, material certificates, test certificates, operating instructions, and inspection records. Establish a documented schedule based on service severity and regulatory requirements. | The valve can be isolated, tested, serviced, and returned to operation without compromising protection or violating the governing safety requirements. | High |