Alloy and Carbon Steel Bolting for Use in the Petroleum and Natural Gas Industries

API SPECIFICATION 20E

SECOND EDITION, FEBRUARY 2017

EFFECTIVE DATE: AUGUST 2017 ADDENDUM 1, SEPTEMBER 2018

ADDENDUM 2, MARCH 2019

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Copyright © 2017 American Petroleum Institute

Date of Issue: March 2019

Affected Publication: API Specification 20E, Alloy and Carbon Steel Bolting for use in the Petroleum and Natural Gas Industries, Second Edition, February 2017

Addendum 2

Section 2: The following normative reference shall be added to the list: ANSI/ASME B1.1, Unified Inch Screw Threads, (UN and UNR Thread Form) Section 2: The following normative reference shall be added to the list:

ISO 17020, Conformity assessment – Requirements for the operation of various types of bodies performing inspection

Section 4.2.2: The following shall be added after the first sentence:

For subcontracted ultrasonic examination, magnetic particle inspection, and liquid penetrant inspection, qualification to ISO 17020 is an acceptable alternative to ISO 17025.

For outsourced NDE services of ultrasonic examination, magnetic particle inspection, and liquid penetrant inspection, qualification to a quality management system in accordance with 5.2.2.1.1 is acceptable.

Section 5.2.2.1.1 shall be replaced with the following:

A quality management system evaluation in accordance with ISO 9001, API Q1, ISO 17020 (for subcontracted NDE only), or ISO 17025 for all BSLs.

Section 5.2.3 a) shall be replaced with the following:

1. BSL-1 Requirements

   
   

   A quality management system evaluation in accordance with ISO 9001, API Q1, ISO 17020 (for subcontracted NDE only) or ISO 17025.

   
   

   Section 5.2.3 b) shall be replaced with the following:

   
   

2. BSL-2 Requirements

   
   

   1. Requirements specified for BSL-1 are required for BSL-2.

   2. Onsite process audit performed by a technical authority at an interval no greater than 3 years, or independent or third-party evidence of conformance to the following industry quality standards, as applicable:

      1. For subcontracted NDE only, ISO 17020 or similar industry recognized quality management system standard (see 5.2.2.1.1) is acceptable.

      2. For laboratory services, ISO 17025 is the only acceptable substitute for an onsite process audit or technical evaluation.

Section 5.4.4 g) shall be replaced with:

g) furnace load diagrams or representative photos.

Section 5.4.5.3 shall be replaced with:

Manufacturing processes shall be performed so as to avoid the introduction of stress risers that can occur from sharp angles and tool marks. Threads may be cut or rolled. Unified National Threads shall be “R” (UNR controlled radius series) for external threads and UN for internal threads (ANSI/ASME B1.1).

Section 5.4.6.4 shall be replaced with:

When threads are rolled, parts shall subsequently be stress relieved at a temperature within 50 oF (28 oC) of, but not exceeding, the actual final tempering temperature which is intended to establish mechanical properties. This stress relief requirement is also met if the final temper heat treatment is done after any type of thread forming.

Section 5.4.6.6 shall be replaced with:

Furnace loading diagram or photo shall be prepared for each load configuration.

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iii

Contents

Page

1. Scope 1

2. Normative References 1

3. Terms, Definitions, and Abbreviations 3

   1. Terms and Definitions 3

   2. Abbreviations 4

4. Qualification Bolting 4

   1. General 4

   2. Qualification Testing 5

   3. Materials and Dimensions 5

   4. Acceptance of Qualification Bolting 6

   5. Records of Qualification 6

   6. Limits of Bolting Qualification 7

5. Production of Qualified Bolting 7

   1. Qualification of Procurement Sources for Raw Material 7

   2. Qualification of Suppliers for Subcontracted Operations 8

   3. Material Specifications 9

   4. Manufacturing Process Specification 9

   5. Raw Material 12

   6. Chemical Analysis 13

   7. Mechanical Properties 13

   8. Metallurgical Requirements 13

   9. Examination and Test Requirements 15

   10. Nondestructive Examination Requirements 16

   11. Dimensional and Visual Inspection 16

6. Calibration Systems 17

7. Test Report 17

8. Marking 18

   1. ASTM Product Marking 18

   2. Marking Required by This Specification 18

9. Record Retention 18

10. Storage and Shipping 18

Annex A (informative) API Monogram Program 19

Bibliography 23

Tables

1. Bolting Test Requirements 5

2. Microstructure and Macrostructure Requirements for BSL-2 and BSL-3 14

3. Sampling for Dimensional and Visual Inspection 17

v

Alloy and Carbon Steel Bolting for Use in the Petroleum and Natural Gas Industries

1. Scope

   
   

   1. Purpose

      
      

      This standard specifies requirements for the qualification, production, and documentation of alloy and carbon steel bolting used in the petroleum and natural gas industries.

      
      

   2. Applicability

      
      

      This standard applies when referenced by an applicable API equipment standard or otherwise specified as a requirement for compliance.

      
      

   3. Bolting Specification Levels

      
      

      This standard establishes requirements for three bolting specification levels (BSLs). These three BSL designations define different levels of technical, quality, and qualification requirements, BSL-1, BSL-2, and BSL-3. The BSLs are numbered in increasing levels of requirements in order to reflect increasing technical, quality, and qualification criteria.

      
      

   4. Bolting Types

      
      

      This standard covers the following finished product forms, processes, and sizes:

      
      

      1. machined studs;

         
         

      2. machined bolts, screws, and nuts;

         
         

      3. cold formed bolts, screws, and nuts with cut or cold formed threads (BSL-1 only);

         
         

      4. hot formed bolts and screws <1.5 in. (38.1 mm) nominal diameter;

         
         

      5. hot formed bolts and screws ≥1.5 in. (38.1 mm) nominal diameter;

         
         

      6. roll threaded studs, bolts, and screws <1.5 in. (38.1 mm) diameter;

         
         

      7. roll threaded studs, bolts, and screws ≥1.5 in. (38.1 mm) diameter;

         
         

      8. hot formed nuts <1.5 in. (38.1 mm) nominal diameter;

         
         

      9. hot formed nuts ≥1.5 in. (38.1 mm) nominal diameter.

      
      

      NOTE Alternate geometry components made in accordance with this specification may be specified by the purchaser.

      
      

   5. Application of the API Monogram

      
      

      If product is manufactured at a facility licensed by API and is intended to be supplied bearing the API Monogram, the requirements of Annex A apply.

      
      

2. Normative References

The following documents contain provisions that, through reference in this text, constitute provisions of this standard. For dated references, only the edition cited applies. For undated references, the latest edition of the

1