CCPS's Guidelines for Pressure Relief and Effluent Handling Systems 1998 said:
2.4.2.2.1 Inlet Piping Loss
Excessive friction losses in the piping from the vessel to the typical spring-loaded valve (inlet loss) are a possible cause of chatter. There are no losses when there is no flow (when valve is closed); thus, the full pressure of the vessel is exerted on the disk. When the valve opens, flow is established and friction losses occur. The force of the flowing fluid on the disk is reduced by the amount of these losses. The disk lift may decrease, which results in less flow with reduced losses. The force of the flowing fluid on the disk will thus increase with a resulting increase in disk lift, so the cycle starts again. The resulting valve "flutter" causes some reduction in flow capacity. If the losses are sufficient to decrease the forces to the reclosing level, the disk contacts the seat and this dynamic instability becomes chatter. Possible consequences include reduced flow capacity, increased pressure accumulation in the vessel, damage to the valve seating surfaces, and mechanical failure of valve and piping with consequent loss of containment of process fluids.
The "3% rule" (ASME BPVC, Appendix M) is currently accepted as the criterion for the upper limit on inlet losses to safety relief valves. This rule requires that the nonrecoverable (friction) losses be less than 3% of the set pressure when the valve is operating at nameplate capacity, corrected for the properties of the given fluid (see §2.5.2 for the wording of the ASME Code; also see §2.2.2 of API 520-11). This flow capacity is the "relieving capacity" of the valve at 10% overpressure. Some designers and valve manufacturers follow the more conservative practice of using the best estimate flow rate at 10% overpressure for the loss calculation. This flow is about 10% higher than the relieving capacity (see §2.6). Note that standards for countries other than the USA may specify this higher flow basis (British Standard 6759, for example). When a conventional valve is adjusted to correct for service conditions of constant superimposed back pressure, the nameplate show the actual test pressure (cold differential test pressure) and the set pressure in service. Conventional practice in this case is to compute the inlet loss using the calculated relieving capacity for the stamped psi set pressure rather than relieving capacity under test conditions.
Note that the nonrecoverable pressure loss from the vessel to the valve is less than the pressure drop, since the drop includes the change in velocity head from vessel to valve. This velocity head is recoverable (part of the lifting force on the disk), and thus is not included in the determination of inlet loss. Hydrostatic head of two-phase fluids in the inlet piping is typically not included in the loss for either conventional or balanced valves. This head may remain quite constant during normal valve cycling and thus not affect stability, provided that there is enough time for the fluid to drain back between cycles. Otherwise, the pressure drop required to establish the head might conceivably have the same effect on valve stability as nonrecoverable losses. However, test data are not in evidence to show a deficiency in the conventional practice of neglecting the hydrostatic head. See §3.6.2 for methods of application of this 3% rule. Typically a safety valve comes from the manufacturer with its blowdown set at 7% or more. After allowing for the additional losses in the valve nozzle itself (typically about 3%), the 3% limit on inlet piping loss contains a margin of safety. Somewhat higher values of blowdown may be observed for conventional valves in service conditions of constant superimposed back pressure.
A study of the dynamic response to inlet pressure loss has been performed (Kastor 1986, 1986a, 1990, 1994). The proposed computational model is in general agreement with test results for gas flow. The study concludes that the 3% rule is an oversimplified view of the complex dynamic behavior of a valve. Chatter is not observed at higher loss in certain piping configurations, while chatter can be observed at lower loss levels in other configurations. Guidelines for piping layout and sizing based on this work are yet to be developed and accepted by rule-making bodies. Thus, the 3% rule remains as the accepted good practice.