Answer 1: The code wants you to combine the Sustained Stresses with the Occasional Stresses. Case 2 gives you the Sustained stresses. How do you get the Occasional stresses?
In a perfectly linear system, you could setup a load case with just U1, and combine those stresses with case 2. However, for the general (non-linear) case, this won't work because you have not considered the status of the non-linear restraints. This is why you need case 5. Case 5 yields the effects of the seismic event, considering the non-linear restraint positions.
Answer 2: I wouldn't suggest that, use case 3 instead. Case 3 is important for displacement and restraint considerations (and it is needed to obtain the occasional stresses as discussed above).
Answer 3: The various piping codes typically consider a number of different load conditions: Sustained, Expansion, and Occasional. Each of these conditions causes a stress in the pipe, which must be computed according to an equation defined by the Code. This stress, computed as per a Code Equation is referred to as a Code Stress.
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Regards,
Richard Ay - Consultant