When a hot tap is installed upstream of rotating equipment or control valves, strainers or other devices must be in place to prevent damage from metal shavings.
A hot tap shall not be considered a routine procedure, but shall be used only when there is no practical alternative. It is preferred to install nozzles during a turnaround, but installing a nozzle with equipment in operation may sometimes be advantageous, especially if it averts a shut down.
For each hot tap, ensure that the pipe has sufficient wall thickness, which can be measured with ultrasonic thickness gauges. The existing pipe wall thickness (actual) needs to be at least equal to the required thickness for pressure plus a reasonable thickness allowance for welding. If the actual thickness is barely more than that required for pressure, then loss of containment at the weld pool is a risk.
Hot Taps should only be installed by trained and experienced crews. Welding on in-service pipelines requires weld procedure development and qualification, as well as a trained workforce to ensure integrity of welds when pipelines are operating at full pressure and under full flow conditions.