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API Std 6DX

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API Std 6DX Standard for Actuators and Mounting Kits for Valves, Second Edition

standard by American Petroleum Institute, 02/01/2020

Full Description

This standard defines the requirements for design, mechanical integrity, and sizing of actuators and related components, and is applicable to all types of electric, pneumatic, and hydraulic actuators, inclusive of mounting kit, installed on valves that conform to API Specification 6D.

This standard applies to actuators that are part-turn, multi-turn, or linear in action. It applies to part-turn actuators capable of withstanding torsional forces, multi-turn actuators capable of withstanding torsional forces and axial thrust, and linear actuators capable of withstanding axial thrust.

This document is not applicable to actuators installed on control valves, valves being used for regulation, valves in subsea service, handheld powered devices, stand-alone manually operated gearboxes, instrument tubing and associated fittings, and actuator control equipment.

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Standard for Actuators and Mounting Kits for Valves


API STANDARD 6DX

SECOND EDITION, FEBRUARY 2020


Special Notes


API publications necessarily address problems of a general nature. With respect to particular circumstances, local, state, and federal laws and regulations should be reviewed.


Neither API nor any of API's employees, subcontractors, consultants, committees, or other assignees make any warranty or representation, either express or implied, with respect to the accuracy, completeness, or usefulness of the information contained herein, or assume any liability or responsibility for any use, or the results of such use, of any information or process disclosed in this publication. Neither API nor any of API's employees, subcontractors, consultants, or other assignees represent that use of this publication would not infringe upon privately owned rights.


API publications may be used by anyone desiring to do so. Every effort has been made by the Institute to assure the accuracy and reliability of the data contained in them; however, the Institute makes no representation, warranty, or guarantee in connection with this publication and hereby expressly disclaims any liability or responsibility for loss or damage resulting from its use or for the violation of any authorities having jurisdiction with which this publication may conflict.


API publications are published to facilitate the broad availability of proven, sound engineering and operating practices. These publications are not intended to obviate the need for applying sound engineering judgment regarding when and where these publications should be used. The formulation and publication of API publications is not intended in any way to inhibit anyone from using any other practices.


Any manufacturer marking equipment or materials in conformance with the marking requirements of an API standard is solely responsible for complying with all the applicable requirements of that standard. API does not represent, warrant, or guarantee that such products do in fact conform to the applicable API standard.


All rights reserved. No part of this work may be reproduced, translated, stored in a retrieval system, or transmitted by any means, electronic, mechanical, photocopying, recording, or otherwise, without prior written permission from the publisher. Contact the Publisher, API Publishing Services, 200 Massachusetts Avenue, NW, Suite 1100, Washington, DC 20001-5571.


Copyright © 2020 American Petroleum Institute

ii

Foreword


Nothing contained in any API publication is to be construed as granting any right, by implication or otherwise, for the manufacture, sale, or use of any method, apparatus, or product covered by letters patent. Neither should anything contained in the publication be construed as insuring anyone against liability for infringement of letters patent.


The verbal forms used to express the provisions in this document are as follows.


Shall: As used in a standard, “shall” denotes a minimum requirement to conform to the standard.


Should: As used in a standard, “should” denotes a recommendation or that which is advised but not required in order to conform to the standard.


May: As used in a standard, “may” denotes a course of action permissible within the limits of a standard. Can: As used in a standard, “can” denotes a statement of possibility or capability.

ThisdocumentwasproducedunderAPIstandardizationproceduresthatensureappropriatenotificationandparticipation in the developmental process and is designated as an API standard. Questions concerning the interpretation of the content of this publication or comments and questions concerning the procedures under which this publication was developed should be directed in writing to the Director of Standards, American Petroleum Institute, 200 Massachusetts Avenue, Suite 1100, Washington, DC 20001. Requests for permission to reproduce or translate all or any part of the material published herein should also be addressed to the director.


Generally, API standards are reviewed and revised, reaffirmed, or withdrawn at least every five years. A one-time extension of up to two years may be added to this review cycle. Status of the publication can be ascertained from the API Standards Department, telephone (202) 682-8000. A catalog of API publications and materials is published annually by API, 200 Massachusetts Avenue, Suite 1100, Washington, DC 20001.


Suggested revisions are invited and should be submitted to the Standards Department, API, 200 Massachusetts Avenue, Suite 1100, Washington, DC 20001, standards@api.org.

Contents


Page

  1. Scope 1

  2. Normative References 1

  3. Terms, Definitions, Abbreviations, and Symbols 2

    1. Terms and Definitions 2

    2. Symbols and Abbreviated Terms 5

  4. Actuator Types and Configurations and Performance 6

    1. General 6

    2. Actuator Types 6

    3. Action on Loss of Input Supply 7

    4. Quality Management System 7

  5. Design 7

    1. Design Input 7

    2. Interface with Valve 10

    3. Hydraulic Fluid Requirements 10

    4. Design Basis 10

    5. Pressure-containing Parts 11

    6. Mechanically Loaded Parts 11

    7. Mounting Kit 13

    8. Lifting 14

    9. Manual Override 14

    10. Locking Devices 14

    11. Local Position Indicators 14

    12. Travel Stops 14

    13. Orientation 14

    14. Seals Preventing Water or Environmental Ingress 15

    15. Cleanliness During Assembly of Hydraulic Actuators 15

    16. Pressure Protection 15

    17. Design Documents 15

  6. Sizing of Actuators 15

    1. Required Information 15

    2. Safety Factor 15

    3. Method 16

  7. Instrumentation/regulation 16

    1. Torque Limiting Settings—Electric Actuators 16

    2. Torque/thrust Limiting Controls—Pneumatic/Hydraulic Actuators 16

  8. Materials 19

    1. Material Specification 19

    2. Service Compatibility 19

    3. Environmental Conditions 19

    4. Composition Limits 19

    5. Bolting—Joining Pressure-containing Parts, Mechanically Loaded Parts, and Mounting Kits 20

    6. Mechanically Loaded Parts 20

    7. Plating 20

      Contents

      Page

  9. Welding 20

    1. Welding of Pressure-containing Parts 20

    2. Structural Welding 21

    3. Impact Testing 21

    4. Hardness Testing 22

    5. Repair 22

  10. Quality Control 23

    1. NDE and Inspection Requirements 23

    2. Measuring and Test Equipment 23

    3. Qualification of Inspection and Test Personnel 24

    4. NDE of Repairs 25

  11. Final Acceptance Testing 25

    1. Pneumatic and Hydraulic Actuators 25

    2. Electric Actuators 27

    3. Actuator Functional Test 28

  12. Surface Protection 28

  13. Marking 29

  14. Preparation for Shipment 29

  15. Documentation 29

Bibliography 32


Figures


  1. Relationship Between Pressure 11

  2. Charpy V-notch Weld Metal (WM) Specimen Location 21

  3. Charpy V-notch Heat-affected Zone (HAZ) Specimen Location 22


Tables


  1. Position and Load Stops—Axial Flow Valves 16

  2. Position and Load Stops—Ball Valves 17

  3. Position and Load Stops—Check Valves 17

  4. Position and Load Stops—Gate Valves (Expanding) 17

  5. Position and Load Stops—Gate Valves (Slab) 18

  6. Position and Load Stops—Plug Valves 18

  7. Duration of Shell Tests 26

  8. Duration of Piston and Vane Seal Tests 26

  9. Marking of Pneumatic/hydraulic Actuators 29

  10. Marking of Electric Actuators 29

    Contents

    Page

  11. Required Documentation 30

  12. Record Retention 30

Introduction


It is necessary that users of this document be aware that further or differing requirements can be needed for individual applications. This document is not intended to inhibit a vendor from offering, or the purchaser from accepting, alternative equipment or engineering solutions for the individual application. This can be particularly applicable where there is innovative or developing technology. Where an alternative is offered, it is the responsibility of the vendor to identify any variations from this document and provide details.


Units of measurement


In this specification, data are expressed in both U.S. customary (USC) and metric (SI) units. For a specific order item, unless otherwise stated, only one system of units shall be used, without combining data expressed in the other system.


Rounding


Except as otherwise required by this specification, to determine conformance with the specified requirements, observed or calculated values are rounded to the nearest unit in the last right-hand place of figures used in expressing the limiting value, in accordance with the rounding method of ASTM E29 or ISO 80000–1, Annex B, Rule A.


Conformance with this International Standard


A quality system applied to assist compliance with the requirements of this International Standard is typically implemented by the manufacturer. The manufacturer is responsible for conforming with all the applicable requirements of this standard. It is permissible for the purchaser to make any investigation necessary to be assured of conformance.

Standard for Actuators and Mounting Kits for Valves


  1. Scope


    This standard defines the requirements for design, mechanical integrity, and sizing of actuators and related components, and is applicable to all types of electric, pneumatic, and hydraulic actuators, inclusive of mounting kit, installed on valves that conform to API Specification 6D.


    This standard is not applicable to actuators installed on control valves, valves being used for regulation, valves in subsea service, handheld powered devices, manually operated gearboxes, instrument tubing and associated fittings, and actuator control equipment.


  2. Normative References


The following referenced documents are indispensable for the application of this document. For dated references, only the edition cited applies. For undated references, the latest edition of the referenced document (including any amendments) applies.


API Specification 6D,1 Specification for Valves


ASME Boiler and Pressure Vessel Code,2 Section VIII, Division 1, Rules for Construction of Pressure Vessels


ASME Boiler and Pressure Vessel Code, Section VIII, Division 2, Alternative Rules, Rules for Construction of Pressure Vessels


ASME Boiler and Pressure Vessel Code, Section IX, Welding and Brazing Qualifications


ASNT ACCP-CP-1,3 ASNT Central Certification Program


ASNT SNT-TC-1A, Non-Destructive Testing


ASTM A370,4 Standard Test Methods and Definitions for Mechanical Testing of Steel Products


ASTM B733, Standard Specification for Autocatalytic (Electroless) Nickel-Phosphorus Coatings on Metal


ASTM E29, Standard Practice for Using Significant Digits in Test Data to Determine Conformance with Specifications


AWS D1.1/D1.1M,5 Structural Welding Code — Steel


AWS QC1, Standard for AWS Certification of Welding Inspectors


EN 10204,6 Metallic products — Types of inspection documents



1 American Petroleum Institute, 200 Massachusetts Ave, NW, Washington, DC 20001, www.api.org.

2 American Society of Mechanical Engineers International, 345 East 47th Street, New York, NY 10017-2392, www.asme.org.

3 American Society for Nondestructive Testing, 4153 Arlingate Plaza, Columbus, OH 43228-0518, www.asnt.org.

4 American Society for Testing and Materials, 100 Barr Harbor Drive, West Conshohoken, PA 19428-2959, www.astm.org.

5 American Welding Society, 8669 NW 36 Street, #130, Miami, Florida 33166-6672, www.aws.org.

6 CEN, European Committee for Standardization, Central Secretariat, Rue de Stassart 36, B-1050 Brussels, Belgium, www.cen.eu.