Hi Dave,
The determination of Fluid Service Categories (Category "D", Normal Fluid Service, or Category "M"

is really not that difficult. Simply go to Appendix "M" of B31.3 and refer to Figure M300 which is a logic flow chart (“hopper chart”). This Appendix is provided to assist the owner in determining the fluid service category.
The topic IS discussed in Chapter 8 of the CASTI book by G. Woods and G. Baguley, as far as designing for Category "M" is concerned. But the first issue is to determine the Fluid Service Category. I think the most common problem is the perception of some engineers (and others) that there is such a thing as a Category "M" FLUID, per se. THERE IS NO SUCH THING.
In paragraph 300.2 Definitions, we find:
Fluid Service. A general term concerning the APPLICATION of a piping system, considering the combination of fluid properties, operating conditions, and OTHER FACTORS which establish the basis for design of the piping system. See Appendix M. (the upper case letters are mine).
Further in 300.2:
(b) Category M FLUID SERVICE: a fluid service in which the potential for personal exposure is judged to be significant AND in which a single exposure to a very small quantity of a toxic fluid, caused by leakage, can produce serious irreversible harm to persons on breathing or bodily contact, even when prompt restorative measures are taken. (the upper case letters are mine).
Further, if you look in B31.3, Process Piping, Chapter VIII, Piping for Category M Fluid Service you find paragraph M300 General Statements. Paragraph M300, subparagraph (d) states, “Consideration shall be given to the possible need for engineered safeguards (see Appendix G, paragraph G300.3 in addition to the safeguards already provided (paragraphs G300.1 and G300.3)”.
It is possible to design a piping system with the appropriate level of safeguarding which would allow the owner to determine that the system would be Normal Fluid Service even if the toxic fluid contained within the piping were one "in which a single exposure to a very small quantity of the toxic fluid, caused by leakage, can produce serious irreversible harm to persons on breathing or bodily contact, even when prompt restorative measures are taken".
The owner is not determining that the fluid is or is not a risk to personnel. The owner IS determining if THE DESIGN, THE LOCATION, THE OPERATION (and etc.) OF THE PIPING SYSTEM WILL RESULT IN A POTENTIAL FOR PERSONAL EXPOSURE AND (AND AND AND) the fluid in the piping is such that a single exposure to a very small quantity of a toxic fluid, caused by leakage, can produce serious irreversible harm to persons on breathing or bodily contact, even when prompt restorative measures are taken. There is a BIG difference.
If Appendix “G”, Safeguarding, is followed there will be VERY FEW cases where it is necessary for the owner to determine that a piping system will be Category “M” Fluid Service.
If you have a specific case for which you would like to have the B31.3 Committee provide an interpretation, sent them an “inquiry”. See B31.3 Appendix “Z”.
And, as always, the above is just my opinion and not necessarily that of ASME or any Code Committee.
Best regards, John.