API 599_e9 - Ballot Draft
API 599_e9 - Ballot Draft
Welding Ends
Special Notes
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become an API Standard. It shall not be reproduced or circulated or quoted, in whole or in part, outside of API committee activities except with the
approval of the Chairman of the committee having jurisdiction and staff of the API Standards Dept. Copyright API. All rights reserved.
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1 Scope
1.1 This standard specifies the requirements for quarter turn metal plug valves, including the lift plug type, for
petroleum, petrochemical, and industrial applications.
— steel, nickel base, and other alloy plug valves with flanged or butt-welding ends and ductile iron plug
valves with flanged ends in sizes 15 ≤ DN ≤ 900 (1/2 ≤ NPS ≤ 36);
— threaded or socket-welding end plug valves in sizes 15 ≤ DN ≤ 50 (1/2 ≤ NPS ≤ 2);
— plug valve bodies conforming to ASME B16.34, which may have any combination of flanged, threaded,
socket welding, or butt-welding ends;
— lubricated and non-lubricated plug valves that have two-way coaxial ports.
NOTE Three-way and four-way plug valves do not fall under the scope of this standard.
— tandem plug valves that have two independently operating plugs in a single body.
1.3 This standard covers plug valves of the nominal diameter sizes DN:
— 15, 20, 25, 32, 40, 50, 65, 80, 100, 150, 200, 250, 300, 350, 400, 450, 500, 600, 650, 700, 750, 800,
850, 900;
corresponding to nominal pipe sizes NPS:
— 1/2, 3/4, 1, 1 1/4, 1 1/2, 2, 2 1/2, 3, 4, 6, 8, 10, 12, 14, 16, 18, 20, 24, 26, 28, 30, 32, 34, 36;
and applies to pressure class designations:
1.5 This standard also provides additional requirements for plug valves that are in full conformance to the
requirements of ASME B16.34 for Standard Class 150 through 2500. Ductile iron valves and Class 150 and 300 shall
follow the additional requirements of ASME B16.42 for pressure/temperature ratings, wall thickness, flange dimensions,
and material grade.
1.6 Plug valves covered in this standard belong to one of four general design groups that in many cases have
different face-to-face and end-to-end dimensions. Some types of plug valves are not made to all patterns. The four
groups of valve design are described below:
— short pattern design found only in Class 150 and 300 where flanged plug valves match the ASME
B16.10 face-to-face dimensions of steel-flanged gate valves in sizes 40 ≤ DN ≤ 300 (1 1/2 ≤ NPS ≤ 12);
— regular pattern design with a plug port area that is greater than the venturi pattern;
This document is not an API Standard; it is under consideration within an API technical committee but has not received all approvals required to
become an API Standard. It shall not be reproduced or circulated or quoted, in whole or in part, outside of API committee activities except with the
approval of the Chairman of the committee having jurisdiction and staff of the API Standards Dept. Copyright API. All rights reserved.
— venturi pattern designed for minimum pressure loss consistent with the reduced port area used in this
type of valve. Venturi valves have a configuration of body and plug ports that approximate a venturi
throat.
— round-port full-bore pattern design with a circular port through both the plug and the body that is not
smaller than that specified in Appendix A of ASME B16.34 for the applicable valve size and pressure
class, unless otherwise agreed between the manufacturer and the purchaser.
2 Normative References
The following documents are referred to in the text in such a way that some or all of their content constitutes
requirements of this document. For dated references, only the edition cited applies. For undated references, the latest
edition of the referenced document (including any addenda) applies.
API Standard 602, Gate, Globe, and Check Valves for Sizes DN 100 (NPS 4) and Smaller for the Petroleum and Natural
Gas Industries
API Standard 607, Fire Test for Quarter-turn Valves and Valves Equipped with Nonmetallic Seats
API Standard 641, Type Testing of Quarter-turn Valves for Fugitive Emissions
ASME B1.1, 1 Unified Inch Screw Threads (UN and UNR Thread Form)
ASME B16.5, Pipe Flanges and Flanged Fittings: NPS 1/2 Through 24 Metric/Inch Standard
ASME B16.42, Ductile Iron Pipe Flanges and Flanged Fittings, Classes 150 and 300
ASME B16.47, Large Diameter Steel Flanges: NPS 26 Through NPS 60 Metric/Inch Standard
ASME B18.2.2, Nuts for General Applications: Machine Screw Nuts, Hex, Square, Hex Flange, and Coupling Nuts (Inch
Series)
1
American Society of Mechanical Engineers, Two Park Avenue, New York, New York 10016, www.asme.org.
This document is not an API Standard; it is under consideration within an API technical committee but has not received all approvals required to
become an API Standard. It shall not be reproduced or circulated or quoted, in whole or in part, outside of API committee activities except with the
approval of the Chairman of the committee having jurisdiction and staff of the API Standards Dept. Copyright API. All rights reserved.
ASTM A307, 2 Standard Specification for Carbon Steel Bolts, Studs, and Threaded Rod 60000 PSI Tensile Strength
ASTM A395, Ferritic Ductile Iron Pressure-Retaining Castings for Use at Elevated Temperatures
MSS SP-25, 3 Standard Marking System for Valves, Fittings, Flanges, and Unions
NACE MR0103, 4 Petroleum, petrochemical and natural gas industries—Metallic materials resistant to sulfide stress
cracking in corrosive petroleum refining environments
3.1
bonnet/cover
A valve body closure component that contains an opening for the stem. It is also described as the cover for the opening
in the valve body.-
3.2
Class
An numeric designation that is used for reference purposes relating to valve pressure/temperature capability per ASME
B16.34, taking into account valve material mechanical properties and valve dimensional characteristics. It comprises
the word “Class” followed by a dimensionless whole number. The number following “Class” does not represent a
measurable value and is not used for calculation purposes except where specified in this standard. The allowable
pressure for a valve having a class number depends on the valve material and its application temperature, and it is to
be found in tables of pressure/temperature ratings.
3.3
DN
An numeric designation of size that is common for components used in a piping system, used for reference purposes,
comprising the letters “DN” followed by a dimensionless number indirectly related to the physical size of the bore or
outside diameter of the end connection as appropriate. The dimensionless number following “DN” does not represent
a measurable value and is not used for calculation purposes except where specified.
3.4
NPS
A numeric designation of size that is common for components used in a piping system, used for reference purposes,
comprising the letters “NPS” followed by a dimensionless number indirectly related to the physical size of the bore or
outside diameter of the end connection as appropriate. The dimensionless number may be used as a valve size
identifier without the prefix “NPS.” The dimensionless size identification number does not represent a measurable value
and is not used for calculation purposes.
2
American Society for Testing and Materials, 100 Barr Harbor Drive, PO Box C700, West Conshohocken, PA 19428-2959,
www.astm.org.
3
Manufacturers Standardization Society of the Valve and Fittings Industry, Inc., 127 Park Street, NE, Vienna, Virginia 22180-
4602, www.msshq.org.
4
Association for Materials Protection and Performance (AMPP), 15835 Park Ten Place, Houston, Texas 77084, www.nace.org.
This document is not an API Standard; it is under consideration within an API technical committee but has not received all approvals required to
become an API Standard. It shall not be reproduced or circulated or quoted, in whole or in part, outside of API committee activities except with the
approval of the Chairman of the committee having jurisdiction and staff of the API Standards Dept. Copyright API. All rights reserved.
3.5
shell
The shell is comprised of the body and bonnet/cover..
3.6
surface conversion treatment
A surface treatment applied to metals in which the metal undergoes a chemical reaction at the surface (i.e.,
phosphating).
4 Pressure/Temperature Ratings
Restrictions of temperature and concurrent pressure, or pressure and concurrent temperature (e.g., those
imposed by special soft seals or special trim materials), shall be marked on the valve identification plate (see
Section 9).
The valve shell pressure/temperature ratings for intermediate Class 800 valves shall be as shown in Table 2a,
Table 2b, Table 2c, Table 2d, Table 2e, and Table 2f of API 602 (2016).
5 Design
5.1 General
5.1.1 Valves manufactured in accordance with this standard shall also meet the requirements of ASME B16.34 for
Standard Class, except that in the case of Class 150 and 300 ductile iron valves, the requirements of the ASME B16.42
for pressure/temperature ratings, wall thickness, flange dimensions, and ductile iron material specification shall be used.
5.1.2 The standard nomenclature for valve parts is shown in Annex B. Figure B.1, Figure B.2, Figure B.3, Figure B.4,
and Figure B.5 illustrate typical plug valve designs and are not to be construed as precluding other available designs
that comply with the requirements of this standard. The only purpose of these figures is to identify part names. The
construction of a valve is acceptable only when it complies with this standard in all respects.
5.2 Body
This document is not an API Standard; it is under consideration within an API technical committee but has not received all approvals required to
become an API Standard. It shall not be reproduced or circulated or quoted, in whole or in part, outside of API committee activities except with the
approval of the Chairman of the committee having jurisdiction and staff of the API Standards Dept. Copyright API. All rights reserved.
5.2.1 The minimum thickness of the body wall shall be in accordance with the following:
— Table 1 below for lubricated plug valves with valve bodies of ASME B16.34, Group 1 material;
— ASME B16.34 for lubricated plug valves with valve bodies of ASME B16.34, Group 2 and 3 materials;
— ASME B16.34 for nonlubricated plug valves with bodies of ASME B16.34, Group 1, 2, or 3 materials;—
ASME B16.42 minimum wall thickness for fittings shall be used as a minimum wall thickness for
equivalent size valve bodies constructed of ductile iron.
When heavy wall valves are specified on the purchase order, the minimum wall thickness shall be per Table 1.
5.2.2 Face-to-face dimensions for raised-face and ring-joint flanged end valves and end-to-end dimensions for butt-
welding end valves shall conform to ASME B16.10 unless otherwise agreed to between the manufacturer and the
purchaser.
5.2.3 Plug valve end flanges and bonnet flanges shall be cast or forged integral with the body, except that cast or
forged flanges attached by full penetration butt-welding or inertia welding may be used if agreed by the purchaser.
Flanges for ductile iron valves shall only be the integral type. When a flange is attached by welding, the welding
procedure and the welder or welding operator shall be qualified in accordance with ASME BPVC, Section IX. Alignment
rings, integral or loose, employed as a welding aid or upset weld curls created by inertia welding shall be completely
removed following welding, while care shall be taken that the minimum wall thickness is maintained. Valves fabricated
by welding shall meet the requirements of ASME B16.34.
Class Class
150 300 600 900 1500 2500
Designation Designation
1
15 4.6 (0.18) 4.6 (0.18) 5.3 (0.21) 5.3 (0.31) 5.3 (0.31) 5.3 (0.31) /2
3
20 4.6 (0.18) 4.6 (0.18) 6.4 (0.25) 10.2 (0.40) 10.2 (0.40) 10.2 (0.40) /4
25 6.4 (0.25) 6.4 (0.25) 7.9 (0.31) 12.7 (0.50) 12.7 (0.50) 15.0 (0.59) 1
32 6.4 (0.25) 6.4 (0.25) 8.6 (0.34) 14.2 (0.56) 14.2 (0.56) 17.5 (0.69) 1 1/4
40 6.4 (0.25) 7.9 (0.31) 9.4 (0.37) 15.0 (0.59) 15.0 (0.59) 19.1 (0.75) 1 1/2
50 8.6 (0.34) 9.7 (0.38) 11.2 (0.44) 19.1 (0.75) 19.1 (0.75) 22.4 (0.88) 2
65 9.7 (0.38) 11.2 (0.44) 11.9 (0.47) 22.4 (0.88) 22.4 (0.88) 25.4 (1.00) 2 1/2
80 10.4 (0.41) 11.9 (0.47) 12.7 (0.50) 19.1 (0.75) 23.9 (0.94) 30.2 (1.19) 3
100 11.2 (0.44) 12.7 (0.50) 16.0 (0.63) 21.3 (0.84) 28.7 (1.13) 35.8 (1.41) 4
150 11.9 (0.47) 16.0 (0.63) 19.1 (0.75) 26.2 (1.03) 38.1 (1.50) 48.5 (1.91) 6
200 12.7 (0.50) 17.5 (0.69) 25.4 (1.00) 31.8 (1.25) 47.8 (1.88) 62.0 (2.44) 8
250 14.2 (0.56) 19.1 (0.75) 28.7 (1.13) 36.6 (1.44) 57.2 (2.25) 67.6 (2.66) 10
300 16.0 (0.63) 20.6 (0.81) 31.8 (1.25) 42.2 (1.66) 66.8 (2.63) 86.6 (3.41) 12
350 16.8 (0.66) 22.4 (0.88) 35.1 (1.38) 46.0 (1.81) 69.9 (2.75) — 14
This document is not an API Standard; it is under consideration within an API technical committee but has not received all approvals required to
become an API Standard. It shall not be reproduced or circulated or quoted, in whole or in part, outside of API committee activities except with the
approval of the Chairman of the committee having jurisdiction and staff of the API Standards Dept. Copyright API. All rights reserved.
400 17.5 (0.69) 23.9 (0.94) 38.1 (1.50) 52.3 (2.06) 79.5 (3.13) — 16
450 18.3 (0.72) 25.4 (1.00) 41.4 (1.63) 57.2 (2.25) 88.9 (3.50) — 18
500 19.1 (0.75) 26.9 (1.06) 44.5 (1.75) 63.5 (2.50) 98.6 (3.88) — 20
114.3
600 20.6 (0.81) 30.2 (1.19) 50.8 (2.00) 73.2 (2.88) — 24
(4.50)
5.2.4 Steel and nickel-based body end flanges shall comply with the dimensional requirements of ASME B16.5 for
sizes up to and including DN 600 (NPS 24). For sizes over DN 600 (NPS 24), body end flanges shall comply with the
dimensional requirements of ASME B16.47 Series A or Series B as specified by the purchase order. Unless otherwise
specified, raised face end flanges shall be provided. The purchaser may specify a flange facing other than that specified
in ASME B16.5 or ASME B16.47, as applicable.
5.2.5 The dimensions and finish of ductile iron end flanges shall be as specified in ASME B16.42 for the type of
facing specified in the purchase order.
5.2.6 Socket-welding end preparation, including the internal ends of extended-body valves, shall conform to ASME
B16.11. The bottom of the socket shall be square and flat except in the case where a threaded end valve is converted
to a socket-weld end valve. The minimum wall thickness of internal socket-welding ends shall be in accordance with
Table 4 of ASME B16.34.
5.2.7 Butt-welding ends for valve sizes greater than DN 50 (NPS 2) shall conform to the requirements of ASME
B16.25 and ASME B16.34 for the bore specified for use without backing rings. Butt-welding end valves DN 50 (NPS 2)
and smaller shall conform to the butt-welding end requirements of API 602. Conversion of a flanged end valve to a butt-
welding end valve is not permitted except by agreement between the purchaser and manufacturer.
The chemical composition of carbon steel welding ends shall meet the following requirements unless otherwise agreed.
C is weight % carbon
Mn is weight % manganese
Cr is weight % chromium
Mo is weight % molybdenum
V is weight % vanadium
Ni is weight % nickel
Cu is weight % copper
This document is not an API Standard; it is under consideration within an API technical committee but has not received all approvals required to
become an API Standard. It shall not be reproduced or circulated or quoted, in whole or in part, outside of API committee activities except with the
approval of the Chairman of the committee having jurisdiction and staff of the API Standards Dept. Copyright API. All rights reserved.
5.2.8 Threaded end valves shall be threaded as specified in ASME B1.20.1. All internal threads shall be chamfered
a distance of one half the pitch of the thread at an angle of 40 to 50 degrees with the axis of the thread.
5.2.9 If drain, bypass, or other types of auxiliary connections are specified in the purchase order, they shall conform
to ASME B16.34.
5.2.10 If a vented body cavity is specified, the area within a closed plug and the area below the plug shall be vented
by drilling or by other positive means validated through type testing. For lift plug valves, both the area above and below
the plug shall be vented by drilling or by other positive means and validated through type testing. For lubricated tapered
plug valves, the area below the small end of the plug need not be vented if it prevents the sealant injection system from
performing its intended function. If this venting affects the sealing direction of the valve, the body shall be marked with
the preferred shut-off direction and be marked per the unidirectional valve requirements in 9.5.
5.2.11 The dimensions of a flared lining covering the flange facing on a fully lined valve shall be according to MSS
SP-155.
5.3 Bonnet/Cover
5.3.1 Bonnet/Cover shall have nut bearing surfaces for bolting that are parallel to the cover face within one degree.
Spot-facing or back-facing for heavy hex head and internal hex head cap screws shall accommodate the dimensions
of these fastener types.
5.3.2 The bonnet/cover is usually cast or forged of the same material as the body. The bonnet/cover typically screws
into or is bolted to the valve body, however, may be integral to the valve body.
5.4.1 The stem shall be of an anti-blowout design and a stem seal retaining device shall not be the sole means used
for stem retention. The design shall ensure the stem cannot be ejected from the valve by removal of gland bolting or
actuator mounting hardware.
5.4.2 Stem-to-plug connection and all parts of the stem within the pressure boundary shall under torsional load
exceed the strength of the stem that lies outside the pressure boundary by more than 10 %. This shall be verified by
destructive testing or calculation methods that have been verified by destructive testing on items of the same geometric
configuration.
5.4.3 The stem and connection between stem and plug shall be designed to resist permanent deformation or failure
of any part when a force applied to lever or gear operator produces a torque equal to the greater of 20 N m (15 ft-lb) or
two times the manufacturer’s maximum published torque at maximum differential pressure at 21 °C (70 °F) on dry air
service. This shall be verified by destructive testing or calculation methods that have been verified by destructive testing
on items of the same geometric configuration.
5.4.4 The surface finish of un-lined/un-coated plugs which rotate against elastomeric or plastic sleeves, liners, seals,
gaskets, or seats shall be no rougher than Ra of 0.40 micro-meter (16 microinch) in accordance with ASME
B46.1Lubricated plug valves shall have a surface finish between the seat and plug that will ensure maximum retention
of lubricant as determined by the manufacturer.
5.4.5 Stem surface area in contact with the stem seal or packing shall be no rougher than Ra of 0.8 μm (32 μin.) in
accordance with ASME B46.1. Energized seals may have surface finish requirements that fall outside of this range.
5.4.6 Sealing for lubricated taper plug valves shall be a metal-to-metal seated design.
5.4.7 The position of the plug bore shall be indicated on the stem. This indication shall be parallel to the plug bore
and may be by permanent marking on the top or side of the stem, keyways, or by the shape of the exposed stem
portion.
This document is not an API Standard; it is under consideration within an API technical committee but has not received all approvals required to
become an API Standard. It shall not be reproduced or circulated or quoted, in whole or in part, outside of API committee activities except with the
approval of the Chairman of the committee having jurisdiction and staff of the API Standards Dept. Copyright API. All rights reserved.
5.5 Glands
5.5.1 Adjustable glands or gland followers may be a threaded type, a bolted one-piece type, or a bolted two-piece,
self-aligning type.
5.5.2 Packing glands that are threaded into bodies or covers or onto stems shall not be used for valve sizes greater
than DN 100 (NPS 4) unless otherwise specified by purchase order.
5.5.3 The gland shall be of a design that allows entry into the stuffing box while minimizing the potential for seal
extrusion when compressing the packing rings.
5.6 Bolting
5.6.1 Covers shall be bolted with studs, stud bolts, or cap screws. Studs and stud bolts shall be equipped with heavy
hex nuts that conform to ASME B18.2.2 or ASME B18.2.6 and sizing in accordance with ASME B16.34 or ASME BPVC
Section VIII, Division 1, Appendix 2.
5.6.2 Bonnet/cover/gland bolting with diameters 25 mm (1 in.) and smaller shall have coarse (UNC) threads or the
most nearly corresponding metric thread. Bolting with diameters larger than 25 mm (1 in.) shall be 8-thread series (8
UN) or the most nearly corresponding metric threads. Bolt threads shall be Class 2A and nut threads shall be Class 2B,
in accordance with ASME B1.1. When wrench-fit studs are furnished, the wrench-fit end of these studs and the threaded
hole shall have threads in accordance with a Class 5 interference fit, as specified in ASME B1.12. When metric bolting
is used, metric bolt threads shall be tolerance Class 6g and nuts tolerance Class 6H in accordance with ASME B1.13M.
5.6.3 Through holes shall be used in the bonnet, cover flange, cover, adjuster, or gland. Open slots shall not be used.
5.6.4 Packing gland bolts shall be designed so that the bolt stress shall not exceed one third (1/3) of the minimum
tensile stress of the bolt due to average packing compressive stress required to retain the maximum cold working
pressure of the valve (CWP rating).
5.7 Operation
5.7.1 Unless otherwise specified on the purchase order, the length of the lever or the gear ratio, efficiency, and
handwheel diameter of gear operators shall be designed so that the required input force to fully open and close the
valves shall not exceed 360 N (80 lbf) when operating the valve at the manufacturer’s maximum published torque as
described in 5.4.3. . The maximum output of the gear operator, when provided, shall be less than the valve Maximum
Allowable Stem Torque (MAST).
5.7.2 A lever-type handle shall be furnished as a separate item and shall be supplied only when specified in the
purchase order. A lever may be of an integral design or may consist of a head that fits onto the stem and is provided
with a socket or another suitable means of accommodating an extended lever. The head shall be designed so that the
lever can be permanently attached. The head shall be secured to the stem or operating mechanism with a set screw of
ample size or by another positive means.
5.7.3 A spoked handwheel shall be furnished with each gear-operated valve; webbed or disked handwheels shall
not be used. Spokes that extend beyond the wheel rim (tiller type) are permissible.
5.7.4 Gear mechanisms may be operated manually or by means of an electric motor or another similar power device.
Keys or pins shall be used to secure gears or pinions to separate shafts. On power-operated valves, the gear assembly
shall be suitably guarded.
5.7.5 When specified in the purchase order, valves shall be furnished with a lockable device, that accepts a
purchaser-supplied lock that enables the valve to be locked in the open and closed positions. The lockable device shall
be designed such that a lock with an 8 mm (5/16 in.) diameter shank, not more than 100 mm (4 in.) long, can be inserted
directly through appropriate holes and locked. Provisions for a lockable device are permitted even when it is not
specified in the purchase order.
This document is not an API Standard; it is under consideration within an API technical committee but has not received all approvals required to
become an API Standard. It shall not be reproduced or circulated or quoted, in whole or in part, outside of API committee activities except with the
approval of the Chairman of the committee having jurisdiction and staff of the API Standards Dept. Copyright API. All rights reserved.
5.7.6 Valves shall be provided with a suitable stop for the plug assembly in both the open and the closed position.
The open and closed position of the plug in the body shall be shown by an indicator. Cast or integrally forged indicators
shall be raised rather than recessed. If the position indicators are not integral with the plug, they shall be designed to
prevent the plug and indicators from being assembled in any way other than with the indicator in its proper position with
respect to the plug port. Stem wrench flats in line with the plug port are also a suitable integral position indicator.
5.7.7 The lever shall be mounted parallel to the flow passage through the plug if the valve is supplied with a lever-
type handle. The lever design shall not permit incorrect assembly.
5.7.8 Valves shall be closed by rotating the closure device (lever or handwheel) in a clockwise direction.
5.7.9 When automating valves, components such as intermediate supports (brackets), couplings, and fasteners shall
be appropriately sized for the output of the actuator. ISO 5115 may be used for additional guidance.
5.7.10 Gear operators, actuators, and extension mounted actuators shall be bolted to the valve and removable without
requiring the loosening or removal of the cover bolting, packing gland bolting, or other valve assembly bolting that would
expose the valve to leakage while under pressure. Pressure retaining fasteners shall be identified (e.g., stamping,
etching, tags, etc.).
Warning: See CSB report 2021-05-I-TX for safety considerations regarding attachment of gear operators, actuators,
and extension mounted actuators. Figure 5.1, Figure 5.2, and Figure 5.3 provide common examples of pressure
retaining fasteners and gearbox mounting brackets.
This document is not an API Standard; it is under consideration within an API technical committee but has not received all approvals required to
become an API Standard. It shall not be reproduced or circulated or quoted, in whole or in part, outside of API committee activities except with the
approval of the Chairman of the committee having jurisdiction and staff of the API Standards Dept. Copyright API. All rights reserved.
Valves shall incorporate an antistatic feature that ensures electrical continuity between the plug and the body of
valves that use a one-piece stem/plug design, and between the plug, stem, and body of valves that use a two piece
stem/plug design. The anti-static feature shall have electrical continuity across the discharge path, with a resistance
not exceeding 10 ohms from a power source not exceeding 12 volts direct current (Vdc) when type tested on a new,
dry as-built valve after open-closed position cycling of the valve at least five time.
6 Materials
6.1 General
When service or environmental conditions, such as low temperatures or a corrosive environment, make special
considerations necessary in choosing valve materials, the purchaser shall indicate this on the purchase order, and the
materials shall be as agreed upon by the purchaser and the manufacturer.
6.2 Shell
6.2.1 The shell shall be of a material listed in ASME B16.34 or of a ductile iron listed in ASME B16.42.
6.2.2 A metallographic examination shall not be substituted for the tensile test required by ASTM A395.
6.3.1 When body-to-cover seals, metallic or nonmetallic diaphragms, or gaskets are used, they shall be suitable for
the service conditions and the valve’s pressure/temperature ratings. Where necessary, compression of the seals,
This document is not an API Standard; it is under consideration within an API technical committee but has not received all approvals required to
become an API Standard. It shall not be reproduced or circulated or quoted, in whole or in part, outside of API committee activities except with the
approval of the Chairman of the committee having jurisdiction and staff of the API Standards Dept. Copyright API. All rights reserved.
diaphragms, or gaskets shall be controlled by a compression ring or by the body-to-cover design. The corrosion
resistance of any metal in contact with the service fluid shall at least equal that of the body. The seal or gasket may be
made of a material listed in Table B-1 in Appendix B of ASME B16.5 - 2017, or the seal or gasket may be made of a
hydrocarbon-resistant plastic or elastomer.
If we mention the edition of one standard, should all standards have a edition call? ASME B16.34 for example.
6.3.2 When a spiral wound gasket is used, it shall be fully confined or provided with an anti-buckling design. In
addition, the design shall prevent over compression.
6.4 Trim
6.4.1 Plugs shall be made of one of the materials specified in ASME B16.34 or ductile iron specified in ASME B16.42.
Other materials may be used if they are specified in the purchase order. The corrosion resistance of the plug shall be
at least equal to that of the body. The plug surfaces shall have bearing properties that will resist galling. Plugs may be
hard-surfaced to provide the desired resistance to abrasion and galling. When ductile iron plugs are hard-surfaced,
hard surfacing shall not be applied by welding or brazing.
6.4.2 Stem material, when not integral with plug, shall have a corrosion resistance at least equal to the body and
meet the strength requirements of 5.4.2.
6.5.1 Handwheels and chainwheels shall be made of carbon steel, ductile iron, or malleable iron. Unless otherwise
specified in the purchase order, handwheels and chainwheels shall be cast or forged, or they may be fabricated from
other carbon steel product forms. All handwheels shall be free from burrs and sharp edges. Levers shall be made of
steel, ductile iron, malleable iron, bronze, or other ductile metals. Chains shall be made of steel.
6.5.2 Material of the gearbox housing shall be cast iron, ductile iron, carbon steel, or stainless steel.
6.6 Glands
Glands or gland followers shall be same nominal chemical composition as the trim and have mechanical and corrosion
resistance properties equivalent to or better than those of the trim, unless otherwise specified by the purchaser..
6.7.1
Materials for stem seals, body seals, and gaskets shall be suitable for use at the maximum operating temperature and
corresponding maximum pressure rating of the valve as stated by the valve manufacturer, unless otherwise specified
on the purchase order.
6.7.2 Wetted metallic gasket components shall have corrosion resistance equal to or superior to shell material.
6.7.3 Injector fittings of injectable packing points shall include a non-return valve and plunger.
6.7.4 Injection fittings shall have a MAWP not less than the greater of the MAWP of the valve or the injection
pressure.
6.7.5 API 599 valves within the scope of API 641 shall be qualified by type testing to meet the fugitive emission
requirements of API 641.
This document is not an API Standard; it is under consideration within an API technical committee but has not received all approvals required to
become an API Standard. It shall not be reproduced or circulated or quoted, in whole or in part, outside of API committee activities except with the
approval of the Chairman of the committee having jurisdiction and staff of the API Standards Dept. Copyright API. All rights reserved.
6.8 Bolting
6.8.1
Body, cover, body joint, packing gland, and adjustment bolting shall be as specified in Table 2, unless an alternate
bolting material is specified by the purchaser. Purchaser may specify higher grades of bolting materials.
Spec. No. Grade Maximum Temp Spec. No. Grade Maximum Temp
˚F (˚C) ˚F (˚C)
A193 B7 1100 (538) A193 B5 1250 (649)
A193 B16 1150 (593) A193 B6 950 (482)
A193 B6X (Note 3)
A320 L7 750 (371) A193 B7M 1050 (538)
A320 L7A 700 (343)
A320 L7B 700 (343) A193 B8 Cl. 2 1050 (538)
A193 B8 Cl. 2B (Note 3)
A320 L7C 700 (343) A193 B8C Cl. 2 1050 (538)
A320 L43 750 (371) A193 B8M Cl. 2 1050 (538)
A193 B8M Cl. 2B (Note 3)
A193 B8T Cl. 2 1050 (538)
A354 BC 650 (343)
A354 BD 650 (343) A320 B8 Cl. 2 1050 (538)
A320 B8C Cl. 2 1050 (538)
A540 B21 (Note 3) A320 B8F Cl. 2 (Note 3)
A540 B22 (Note 3) A320 B8M Cl. 2 1050 (538)
A540 B23 (Note 3) A320 B8T Cl. 2 1050 (538)
A540 B24 (Note 3)
A449 (Note 3)
A453 651 1050 (538)
A453 660 1050 (538)
Note:
1. Bolting specification and grade/class per ASME B16.5 Table 1.1-2.
2. Maximum temperature of bolting materials per ASME B31.3 Table A-2 / A-2M.
3. Maximum temperature of bolting material is not included in ASME B31.3 Table A-2 / A-2M.
6.8.2 Valve bolting material is subject to the minimum and maximum temperature limitations specified in ASME B31.3
Table A-2.
6.9.1 When specified in the purchase order, valves shall comply with NACE MR0103.
6.10.1 The identification plate material shall be 18Cr-8Ni stainless steel or nickel alloy.
6.10.2 Except for ductile iron body valves, the identification plate shall be attached to the valve shell by welding.
Alternatively, attachment by pins made of a material similar to that of the nameplate is allowed for all materials.
6.11 Lining
This document is not an API Standard; it is under consideration within an API technical committee but has not received all approvals required to
become an API Standard. It shall not be reproduced or circulated or quoted, in whole or in part, outside of API committee activities except with the
approval of the Chairman of the committee having jurisdiction and staff of the API Standards Dept. Copyright API. All rights reserved.
6.11.1 Lining materials for fully lined plug valves shall as a minimum be in accordance with MSS-155.
7 Sealing System
7.1.1 Lubricated plug valves shall be furnished with an internal lubricating system that is capable of delivering
lubricant to the body and plug contact surfaces in the seating and seal areas.
7.1.2 Grooves shall be provided in the body and plug surfaces. The grooves shall be arranged so that lubricant under
pressure will be transmitted to all parts of the lubrication system when the valve is fully open or closed, thereby sealing
the ports and facilitating operation.
7.1.3 The design of the sealant (lubricant) fitting shall be a lubricant screw, a sealant (lubricant) fitting, or a
combination (lubricant) fitting and screw. The sealant fitting, including the screw, shall be made of steel.
7.1.4 For valves that are supplied with a lubricant screw or a combination lubricant fitting and lubricant screw, a
minimum of two independent check elements are required. See Figure B1.4 as an example.
Lubricant fittings shall be equipped with a minimum of one integral check element.
The material for the check valves, including the check elements and the housing, shall be metallic and at least as
corrosion resistant as the metal of the valve body.
Lubrication fittings shall have a MAWP not less than the greater of the MAWP of the valve or the injection
pressure.
7.1.5 Unless otherwise specified in the purchase order, lubricated plug valves shall be furnished with hydrocarbon-
resistant lubricating sealant/lubricant that is suitable to meet the maximum rated design temperature of the valve. This
sealant/lubricant shall have both proper viscosity for tight sealing and lubricity for ease of operation.
7.2.1 Nonlubricated plug valves may use metal seats or plastic or elastomer sleeves, seats, or complete or partial
linings or coatings as sealing elements that are compatible with the service.
7.2.2 Sleeves shall be mechanically restrained to prevent displacement (cold flow), sleeve rotation, or dislodging while
valves are in service.
7.2.3 Linings or coatings of the plug shall be bonded or mechanically locked. Linings or coatings of the shell shall also
be bonded or mechanically locked unless the strength and rigidity of the lining or coating are sufficient to prevent
displacement or dislodging while valves are in service.
7.2.4 In sleeved, lined, and soft-seated plug valves, a means shall be provided to adjust, either manually or
automatically, the position of the plug as wear occurs.
8.1.2 Additional inspection and examination requirements should be specified in the purchase order, if required by
the purchaser.
8.2 Testing
8.2.1 Plug valves that use a coating, liner, or sleeve shall have the valve body pressure tested in-process prior to
installation of the coating, liner, or sleeve. The shell test media may be liquid or gas. The test pressure shall be 1.5 x
the valve maximum working pressure for liquids or 1.1 x the valve maximum working pressure for gas shell test. The
minimum test durations shall be per API 598. Plug valves manufactured in accordance with section 8.4.1 only require
in-process testing per MSS SP-xxx.
8.2.2 Each valve shall be pressure tested in accordance with API 598. Valves shall be tested at the factory in the
fully assembled condition, including auxiliary components, fitting, and gland packing, and before coating or painting.
During the pressure test, the valve body shall be free of external constraints applied in the direction of the pipe axis.
Valves having surface conversion treatment may be tested with the treatment applied. 8.2.3 When fire-tested
valves are specified by the purchaser, the requirements of API 607 shall apply unless otherwise agreed by the
purchaser.
8.2.4 Lubricant injectors and body cavity plugs that are not pressure retaining shall be removed during the API 598
shell test.
8.2.5 Liners for fully lined valves shall be electrostatic (spark) tested per MSS SP-155.
8.3.1 When examination, inspection, or testing reveals defects in the body of a steel or alloy valve, the defect may
be repaired as permitted by the applicable ASTM material specification
8.3.2 No repair, including plugging or impregnation, of defects found in ductile iron castings is permitted. Welding or
brazing of ductile iron shall not be permitted.
8.4.1 Plug valves for Hydrogen Fluoride (HF) Alkylation Service shall be manufactured in accordance MSS SP-160.
9 Marking
9.1 Valves other than ductile iron valves shall be marked in accordance with ASME B16.34 and shall be marked
API 599.
9.2 Ductile iron valves shall be marked in accordance with MSS SP-25 and shall be marked API 599.
9.3 Valves that are qualified in accordance with API 641 shall also be marked in accordance with API 641.
9.4 Valve identification plate marking shall include the pressure rating at 38 °C (100 °F) and manufacturer’s figure
number.
9.5 Valve identification plate marking shall include the maximum temperature limit and its corresponding limiting
pressure for any seal, sleeve, liner, diaphragm, or seat that causes the valve to be limited to a pressure/temperature
rating that is lower than that listed in applicable ASME B16.34 or ASME B16.42.
This document is not an API Standard; it is under consideration within an API technical committee but has not received all approvals required to
become an API Standard. It shall not be reproduced or circulated or quoted, in whole or in part, outside of API committee activities except with the
approval of the Chairman of the committee having jurisdiction and staff of the API Standards Dept. Copyright API. All rights reserved.
9.6 Unidirectional valves shall be marked with the designation “HP” on the high-pressure side of the valve, either by
cast or stamped characters or on a permanently attached nameplate (see 6.10). In addition, unidirectional valves shall
have a warning label or tag that states, “Unidirectional Valve”.
10 Shipment
10.1 Cleanliness
Prior to packaging or shipping, each valve shall be drained of test fluid, including draining of the body cavity.
10.2 Coatings
10.2.1 Unless otherwise specified in the purchase order, non-machined external surface of valve bodies and cover of
non-corrosion resistant materials shall be protected against atmospheric corrosion via paint or other surface coating.
10.2.2 Machined surfaces of flange faces and welding ends of ferrous materials shall be coated with easily removable
rust preventive.
10.2.3 All coatings and paints shall not contain lead. Lead-free is defined by the Consumer Product Safety Act, CPSA
15 USC 2057-8, 1978, as less than 0.06 % (600 ppm by dry weight).
10.3 Openings
10.3.1 End flanges or welding ends shall be covered to protect the gasket surfaces or welding ends and the valve
internals during shipment and storage, except on small, individually packaged valves where the packaging provides
such protection. The protective covers shall be made of plastic, wood (with protective barrier), or metal and shall be
securely attached to the valve ends by bolts, steel straps, steel clips, or suitable friction-locking devices. Flange
protectors in direct contact with flange faces shall not be of a porous (e.g. wood) material. The protective cover shall
be designed so that the valve cannot be installed without complete removal of the protective cover (e.g., adhesive sheet
material on the raised face).
10.3.2 Tapped auxiliary connections shall be fitted with fully tightened, threaded solid metal plugs that have corrosion
resistance at least equal to that of the shell. Cast iron plugs shall not be used. However, ductile iron plugs may be used
in ductile iron valves. Any thread sealant used to seal the plug shall be suitable for the full pressure and temperature
rating of the valve or as specified in the purchase order.
Valves shall be shipped with the valve plug or plugs in the open position.
10.5 Packing
If adjustable stem packing is used, valves shall be shipped with the stem packing installed and torqued to specification.
The remaining packing adjustment, with the gland tight, shall be greater than one cross-sectional packing width.
10.6 Packaging
10.6.2 When export packaging is specified in the purchase order, valves shall be shipped in wooden boxes or crates
in a manner that will prevent their shifting within the package.
This document is not an API Standard; it is under consideration within an API technical committee but has not received all approvals required to
become an API Standard. It shall not be reproduced or circulated or quoted, in whole or in part, outside of API committee activities except with the
approval of the Chairman of the committee having jurisdiction and staff of the API Standards Dept. Copyright API. All rights reserved.
When specified on the purchase order, the vendor shall submit a recommended list of spare parts. The list shall be
accompanied by cross-sectional or assembly type drawings for identification with part numbers.
This document is not an API Standard; it is under consideration within an API technical committee but has not received all approvals required to
become an API Standard. It shall not be reproduced or circulated or quoted, in whole or in part, outside of API committee activities except with the
approval of the Chairman of the committee having jurisdiction and staff of the API Standards Dept. Copyright API. All rights reserved.
Annex A
(informative)
A.1 If the purchaser needs a plug valve that deviates from this standard, the deviating requirements shall be stated
in the purchase order.
A.2 If no exceptions are to be taken to this standard, the purchase order need only refer to API 599 and specify the
items included in A.2.1. Optional items included in A.2.2 may also be specified.
Annex B
(informative)
Annex C
(informative)
In addition to the standard inspection requirements in API 591, the additional requirements in Table C.1 shall be
included specifically for API 599 plug valves.