562

SPECIFICATION DECEMBER
S-562 2016
Supplementary Requirements
to API Spec 6D
Ball Valves
Acknowledgements
This Specification was prepared by a Joint Industry Project 33
Standardization of Equipment Specifications for Procurement organized
by IOGP with support by the World Economic Forum (WEF)
Feedback
IOGP welcomes feedback on our reports: [email protected]
Disclaimer
Whilst every effort has been made to ensure the accuracy of the information
contained in this publication, neither IOGP nor any of its Members past present or
future warrants its accuracy or will, regardless of its or their negligence, assume
liability for any foreseeable or unforeseeable use made thereof, which liability is
hereby excluded. Consequently, such use is at the recipients own risk on the basis
that any use by the recipient constitutes agreement to the terms of this disclaimer.
The recipient is obliged to inform any subsequent recipient of such terms.
This publication is made available for information purposes and solely for the private
use of the user. IOGP will not directly or indirectly endorse, approve or accredit the
content of any course, event or otherwise where this publication will be reproduced.
Copyright notice
The contents of these pages are International Association of Oil & Gas Producers.
Permission is given to reproduce this report in whole or in part provided (i) that
the copyright of IOGP and (ii) the sources are acknowledged. All other rights are
reserved. Any other use requires the prior written permission of IOGP.
These Terms and Conditions shall be governed by and construed in accordance

with the laws of England and Wales. Disputes arising here from shall be exclusively
subject to the jurisdiction of the courts of England and Wales.
SPECIFICATION DECEMBER
S-562 2016
Supplementary Requirements
to API Spec 6D
Ball Valves
Revision history
VERSION DATE AMENDMENTS
1.0 September 2016 First release - Draft
2.0 December 2016 Second release

Supplementary Requirements to API 6D Ball Valves
Table of Contents
Page
Foreword ............................................................................................................................................5
Introduction ........................................................................................................................................6
1 Scope........................................................................................................................................7
1.1 General ..........................................................................................................................7
2 Normative References ..............................................................................................................8
3 Terms, Definitions, Acronyms, Abbreviations, Symbols, and Units ........................................10
3.1 Terms and Definitions ..................................................................................................10
3.2 Acronyms and Abbreviations .......................................................................................11
4 Valve Types and Configurations .............................................................................................13
4.1 Valve Types .................................................................................................................13
4.2 Valve Configurations ...................................................................................................13
4.3 General ........................................................................................................................13
5 Design.....................................................................................................................................14
5.1 Design Standards and Calculations ............................................................................14
5.2 Pressure and Temperature Rating ..............................................................................15
5.4 Face-to-face and End-to-end Dimensions ...................................................................15
5.5 Valve Operation ...........................................................................................................15
5.6 Pigging.........................................................................................................................15
5.7 Valve Ends ..................................................................................................................15
5.8 Valve Cavity Pressure Relief .......................................................................................17
5.9 Drains and Vents .........................................................................................................17
5.10 Injection Points ............................................................................................................20
5.13 Handwheels and Wrenches Levers ..........................................................................21
5.14 Locking Provision ........................................................................................................22
5.16 Position Indicators .......................................................................................................22
5.17 Travel Stops ................................................................................................................22
5.18 Operators, Gearbox and Stem Extensions ..................................................................22
5.19 Lifting ...........................................................................................................................23
5.20 Drive Trains .................................................................................................................24
5.21 Stem Retention ............................................................................................................24
5.22 Fire Type-testing ..........................................................................................................24
5.23 Antistatic Device ..........................................................................................................25
5.24 Stem Design ................................................................................................................25
5.25 Securing ......................................................................................................................26
5.26 Soft Seat Insert Design ................................................................................................26
5.27 Sealing Rings ..............................................................................................................26
5.28 Stuffing Box, Gland and Packing .................................................................................28
5.29 O-ring Housing Design ................................................................................................29
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5.30 Finite element analysis (FEA) ......................................................................................29
5.31 Body to Bonnet joint ....................................................................................................30
5.32 Thermal Transients ......................................................................................................30
5.33 Pressure Balance Hole ................................................................................................30
6 Materials .................................................................................................................................30
6.1 Material Specification ..................................................................................................30
6.3 Service Compatibility ...................................................................................................31
6.4 Forged Parts ................................................................................................................31
6.5 Composition Limits ......................................................................................................31
6.6 Toughness Test Requirements ...................................................................................32
6.7 Bolting..........................................................................................................................32
6.8 Sour Service ................................................................................................................32
6.9 Drain, Vent and Injection Connections ........................................................................32
6.11 Internal Coatings .........................................................................................................33
6.12 Pickling and Passivation ..............................................................................................33
7 Welding ...................................................................................................................................33
7.2 Welding Procedure and Welder/Welding Operator Qualifications ...............................33
7.5 Repair ..........................................................................................................................34
7.6 Repair of Welds ...........................................................................................................34
8 Quality Control ........................................................................................................................34
8.1 NDE Requirements ......................................................................................................34
8.3 Qualification of Personnel ............................................................................................35
8.4 NDE of Repairs ............................................................................................................35
8.5 Weld End NDE ............................................................................................................35
9 Pressure Testing.....................................................................................................................35
9.1 General ........................................................................................................................35
9.3 Hydrostatic Shell Test ..................................................................................................36
9.4 Hydrostatic Seat Test ..................................................................................................36
9.8 Anti-static Testing ........................................................................................................37
10 Coating/Painting .....................................................................................................................37
11 Marking ...................................................................................................................................37
11.1 Nameplate ...................................................................................................................38
12 Preparation for Shipment ........................................................................................................38
13 Documentation........................................................................................................................39
13.1 Minimum Documentation and Retention .....................................................................39
13.2 Documentation Provided with Valve(s) ........................................................................40
15 Certification .............................................................................................................................41
16 Regulatory Considerations .....................................................................................................41
17 Witnessing by the Purchaser ..................................................................................................42
Annex F (normative) Qualification of Heat-treating Equipment ........................................................43
F.4 Instruments .............................................................................................................................43
F.4.4 Records .......................................................................................................................43
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Annex G (normative) Requirements for Nondestructive Examination .............................................44
G.28 Ferrite Percentage Range ......................................................................................................44
Annex H (normative) Supplementary Test Requirements ...............................................................45
H.1 General ...................................................................................................................................45
H.3 Low-pressure Gas Seat Testing .............................................................................................45
H.3.1 General ........................................................................................................................45
H.3.4 Acceptance ..................................................................................................................45
H.4 High-pressure Gas Testing .....................................................................................................45
H.4.1 General ........................................................................................................................45
H.4.2 High-pressure Gas Shell Testing .................................................................................45
H.4.3 High-pressure Gas Seat Testing .................................................................................46
H.5 Antistatic Testing ....................................................................................................................46
H.6 Torque Measurements and Functional Testing ......................................................................46
H.6.1 General ........................................................................................................................46
H.6.2 Torque Measurements ................................................................................................47
H.6.3 Functional Testing .......................................................................................................48
H.7 Drive Train Strength Test........................................................................................................50
H.7.1 General ........................................................................................................................50
H.8 Cavity Relief Testing ...............................................................................................................50
H.8.1 Frequency ....................................................................................................................50
H.8.2 Trunnion-mounted Ball Valves with Internal-relieving Seats .......................................50
H.9 Double Block and Bleed (DBB) Valves ...................................................................................51
H.9.1 General ........................................................................................................................51
H.9.2 Acceptance ..................................................................................................................51
H.11 Double Isolation and Bleed DIB-2 (One Seat Unidirectional and One Seat Bidirectional) .....51
H.11.1General ........................................................................................................................51
H.11.2Acceptance ..................................................................................................................51
Annex J (normative) Quality Specification Level (QSL) for Pipeline Valves ....................................52
J.2 Specification of Quality Levels for NDE ..................................................................................52
Annex O (informative) Purchasing Guidelines .................................................................................61
O.4 Pigging ....................................................................................................................................61
O.9 Purchaser Option ....................................................................................................................61
Annex P (normative) Load on Valves ..............................................................................................64
Annex Q (informative) Material Table for Valves .............................................................................68
Q.1 General ...................................................................................................................................68
Annex R (normative) Drive Train Design .........................................................................................73
Annex S (normative) Material and Element Data sheets .................................................................77
Bibliography .....................................................................................................................................94
Page 3 of 94 S-562
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List of Tables
Table 9 Pup lengths ......................................................................................................................16

Table 10 Minimum bore sizes at which gearbox is required .........................................................23
Table 11 Soft Seats ......................................................................................................................26
Table 12 Elastomers .....................................................................................................................27
Table 13 Valve End Thrust Effect .................................................................................................36
Table 14 - Acceptance criteria .........................................................................................................36
Table J.1 - NDE Requirements ........................................................................................................53
Table J.5 - Material Groups .............................................................................................................55
Table J.6 - As-cast Weight/Thickness Range Classes ....................................................................55
Table J.3 Additional Pressure Testing Requirements ...................................................................56
Table J.4 - Documentation Requirements .......................................................................................59
Table O.9 - Purchaser Option ..........................................................................................................62
Table O.10 - Purchaser Requirements ............................................................................................63
Table P.1 Bending Moment ..........................................................................................................66
Table P.2 Axial Force....................................................................................................................67
Material Data Sheets .......................................................................................................................78
Element Data Sheets .......................................................................................................................90
List of Figures
Figure 6 - Valve orientation ..............................................................................................................14

Figure 7 - Drains and Vents .............................................................................................................19
Figure 8 - Injection fitting with a double check valve ........................................................................21
Figure 9 - O-ring Housing Design ....................................................................................................29
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Foreword
This Specification was prepared by a Joint Industry Project 33 Standardization of Equipment Specifications
for Procurement organized by IOGP with support by the World Economic Forum (WEF). Seventeen key
members from WEF and IOGP membership participated in JIP33 with an effort to leverage and improve
industry level standardization. The scope of work has been to harmonize procurement specifications from the
seventeen participating Members and develop one agreed and jointly approved Specification building on
recognized industry and/or international standards. This is one of the initial Specifications to prove this
concept.
Following agreement of the relevant JIP33 sub-team and approval by the JIP33 Steering Committee, the
IOGP Management Committee has agreed to the publication of this Specification by IOGP. The next step is
for the individual operating companies to evaluate this Specification and consider whether to replace their
own Specification with this joint Specification and thereby achieve real standardization across the oil and gas
industry for the subject at hand. This applies to the participating companies and hopefully many more WEF
and IOGP Members.
Page 5 of 94 S-562
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Introduction
a. Supplementary requirements for ball valves are based on Specification for Pipeline and
Piping Valves, API Specification 6D, Twenty-fourth edition, August 2014 including
Addendum 1, March 2015 and Errata 6, September 2015.
b. Requirements of this Specification are modifications to API 6D.
c. Modifications to API 6D are identified as Add, Modify to Read, or Delete.
d. Paragraph numbers in this Specification correspond to API 6D.
e. Paragraphs of API 6D that are not revised remain applicable.
The requirements detailed in this Specification are intended to:
- Establish minimum default selections from the options given in API 6D.
- Specify additional and functional requirements where API 6D is insufficiently detailed.
- Specify provisions or options to encourage API 6D rationalization within the
petrochemical, refining, oil and gas industry.
This Specification presumes that a compilation of documents will be used for the definition
enquiry and purchase of API 6D ball valves, which will consist of part, or all of the following:
- S-562, Supplementary Requirements to API 6D Ball Valves.
- API 6D ball valves requisition (Purchase Order), with required documentation, quality
assurance and inspection attachments.
- API 6D data sheet(s).
Supporting document requirements can be based on the following documents which are
informative only:
- IOGP S-562L, Supplier Deliverable Requirements List (SDRL) for API 6D Ball Valves.
- IOGP S-562Q, Purchase Order Quality Requirements (POQR) for API 6D Ball Valves.
The following requirements are not detailed within this Specification and will be identified in
the Requisition, or as an attachment to the Requisition:
- Health, safety and environmental management requirements.
- Spare parts.
Unless defined otherwise in the Requisition, the order of precedence (highest authority listed
first) of the codes and standards shall be:
1. Local statutory codes and regulations.
2. International statutory regulations.
3. Data sheets.
4. User documents.
5. This IOGP Specification.
6. Referenced international codes.
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1 Scope
1.1 General
Modify First Paragraph to Read
This specification defines the requirements for the design, manufacturing, assembly, testing and
documentation of trunnion mounted ball valves for application in but not limited to:
a. Piping systems meeting the requirements of ASME B31.3 for facilities and process plants.
b. Pipeline systems meeting the requirements of ASME B31.4 for liquid hydrocarbons and
other liquids.
c. Pipeline systems meeting the requirements of ASME B31.8 for gas transmission and
distribution piping systems.
d. Pipeline systems meeting the requirements of ISO 13623 for the petroleum and natural gas
industries.
e. This specification covers:
1. Sizes NPS 2 (DN 50) and above.
2. Soft and metal seated.
3. Flanged and butt-welding ends.
4. Full bore and reduced bore.
5. Standard pattern.
6. Manually operated: lever, gearbox and bare shaft (for actuation).
7. Design temperature range from 50 F (46 C) to 302 F (150 C).
8. Double Block and Bleed (DBB) Valves.
9. Double Isolation and Bleed DIB-2 (One Seat Unidirectional and One Seat
Bidirectional).
Add to Third Paragraph
The following items are excluded from the scope of this specification:
a. Check valves.
b. Floating ball valves.
c. Gate valves.
d. Plug valves.
e. Hub-end connections.
f. Short pattern.
g. Actuators (operators), electric, hydraulic, or pneumatic device.
h. Cryogenic service valves.
i. High temperature valves above 302 F (150 C).
j. Buried valves with stem extensions.
k. Double Isolation and Bleed DIB-1 (Both Seats Bidirectional).
l. Lined (plastic or rubber) valves.
m. Internal painting.
n. ASME class 400 non-standard.
Page 7 of 94 S-562
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o. The requirements for operation and maintenance of trunnion mounted ball valves are
outside the scope of this specification.
p. This specification is not applicable to national or local regulations and may be subject to
project specification if required.
q. Fugitive emission prototype and production testing of valves.
r. Valve sizes not listed in Table 1 of API 6D.
2 Normative References

Unless specifically designated by date, the latest edition of each publication shall be used,
together with any amendments, supplements, revisions thereto.
In this specification, reference is made to the following publications:
Add
American Petroleum Institute (API)

API STD 6ACRA Age-hardened Nickel-based Alloys for Oil and Gas Drilling and
Production Equipment .
American Society of Mechanical Engineers (ASME)

ASME B18.2.2 Nuts for General Applications: Machine Screw Nuts, Hex, Square, Hex
Flange, and Coupling Nuts (Inch Series).
ASME B18.18 Quality Assurance for Fasteners.
ASME B36.10M Welded and Seamless Wrought Steel Pipe.
American Society for Testing and Materials (ASTM)

ASTM A29/A29M Standard Specification for General Requirements for Steel Bars, Carbon
and Alloy, Hot-Wrought.
ASTM A105/A105M Standard Specification for Carbon Steel Forgings for Piping Applications.
ASTM A182/A182M Standard Specification for Forged or Rolled Alloy and Stainless Steel
Pipe Flanges, Forged Fittings, and Valves and Parts for High-
Temperature Service.
ASTM A194/A194M Standard Specification for Carbon and Alloy Steel Nuts for Bolts for
High Pressure or High Temperature Service, or Both.
ASTM A216/A216M Standard Specification for Steel Castings, Carbon, Suitable for Fusion
Welding, for High-Temperature Service.
ASTM A276/A276M Standard Specification for Stainless Steel Bars and Shapes.
ASTM A350/A350M Standard Specification for Carbon and Low-Alloy Steel Forgings,
Requiring Notch Toughness Testing for Piping Components.
ASTM A351/A351M Standard Specification for Castings, Austenitic, for Pressure-Containing
Parts.
ASTM A352/A352M Standard Specification for Steel Castings, Ferritic and Martensitic, for
Pressure-Containing Parts, Suitable for Low-Temperature Service.
ASTM A453/A453M Standard Specification for High-Temperature Bolting, with Expansion
Coefficients Comparable to Austenitic Stainless Steels.
ASTM A479/A479M Standard Specification for Stainless Steel Bars and Shapes for Use in
Boilers and Other Pressure Vessels.
Page 8 of 94 S-562
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ASTM A694/A694M Standard Specification for Carbon and Alloy Steel Forgings for Pipe
Flanges, Fittings, Valves, and Parts for High-Pressure Transmission
Service.
ASTM A696 Standard Specification for Steel Bars, Carbon, Hot-Wrought or Cold-
Finished, Special Quality, for Pressure Piping Components.
ASTM A703/A703M Standard Specification for Steel Castings, General Requirements, for
Pressure-Containing Parts.
ASTM A788/A788M Standard Specification for Steel Forgings, General Requirements.
ASTM A961/A961M Specification for Common Requirements for Steel Flanges, Forged
Fittings, Valves, and Parts for Piping Applications.
ASTM A962/A962M Standard Specification for Common Requirements for Bolting Intended
for Use at Any Temperature from Cryogenic to the Creep Range.
ASTM A995/A995M Standard Specification for Castings, Austenitic-Ferritic (Duplex)
Stainless Steel, for Pressure-Containing Parts.
ASTM A1014/A1014M Standard Specification for Precipitation-Hardening Bolting
(UNS N07718) for High Temperature Service.
ASTM A1082/A1082M Standard Specification for High Strength Precipitation Hardening and
Duplex Stainless Steel Bolting for Special Purpose Applications.
ASTM B499 Standard Test Method for Measurement of Coating Thicknesses by the
Magnetic Method: Nonmagnetic Coatings on Magnetic Basis Metals.
ASTM B571 Standard Practice for Qualitative Adhesion Testing of Metallic Coatings.
ASTM B578 Standard Test Method for Microhardness of Electroplated Coatings.
ASTM B602 Standard Test Method for Attribute Sampling of Metallic and Inorganic
Coatings.
ASTM B733 Standard Specification for Autocatalytic (Electroless) Nickel-Phosphorus
Coatings on Metal.
ASTM C633 Standard Test Method for Adhesion or Cohesion Strength of Thermal
Spray Coatings.
ASTM F467 Standard Specification for Nonferrous Nuts for General Use.
ASTM F468 Standard Specification for Nonferrous Bolts, Hex Cap Screws, and Studs
for General Use.
ASTM F788 Standard Specification for Surface Discontinuities of Bolts, Screws, and
Studs, Inch and Metric Series.
ASTM F812 Standard Specification for Surface Discontinuities of Nuts, Inch and
Metric Series.
ASTM F2329 Standard Specification for Zinc Coating, Hot-Dip, Requirements for
Application to Carbon and Alloy Steel Bolts, Screws, Washers, Nuts, and
Special Threaded Fasteners.
American Welding Society (AWS)

AWS A4.2M Standard Procedures for Calibrating Magnetic Instruments to Measure
Delta Ferrite Content of Austenitic and Duplex Ferritic-Austenitic
Stainless Steel Weld Metal.
British Standards (BS)

BS 4518 Specification for metric dimensions of toroidal sealing rings ('O'-rings)
and their housings.
BS 6755-2 Testing of valves. Specification for fire type-testing requirements.
Page 9 of 94 S-562
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European Standards (EN)
EN 10204 Metallic products. Types of inspection documents.
EN 60529 Degrees of protection provided by enclosures.
EN ISO 8249 Welding. Determination of Ferrite Number (FN) in austenitic and duplex
ferritic-austenitic Cr-Ni stainless steel weld metals.
International Organization for Standardization (ISO)

ISO 3601-2 Fluid power systems - O-rings - Part 2: Housing dimensions for general
applications.
ISO 4624 Paints and varnishes. Pull-off test for adhesion.
ISO 5211 Industrial Valves. Part-turn actuator attachments.
ISO 9000 Quality management systems. Fundamentals and vocabulary.
ISO 10474 Steel and steel products. Inspection documents.
ISO 10684 Fasteners. Hot dip galvanized coatings.
ISO 13623 Petroleum and natural gas industries - Pipeline transportation systems.
ISO 13847 Pipeline transportation systems Welding of pipelines.
ISO 17781 Petroleum, petrochemical and natural gas industries - Test methods for
quality control of microstructure of ferritic/ austenitic (duplex) stainless
steels.
ISO 17782 Petroleum, petrochemical and natural gas industries -- Qualification of
manufacturers of special materials.
ISO 23936-1 Petroleum, petrochemical and natural gas industries. Non-metallic
materials in contact with media related to oil and gas production.
Thermoplastics.
ISO 23936-2 Petroleum, petrochemical and natural gas industries. Non-metallic
materials in contact with media related to oil and gas production.
Elastomers.
NORSOK
M-630 Material data sheets and element data sheets for piping.
M-650 Qualification of manufacturers of special materials.
M-710 Qualification of non-metallic materials and manufacturers Polymers.
Society of Automotive Engineers (SAE)

AMS 2410 Plating, Silver, Nickel Strike, High Bake.
AS 568 Aerospace Size Standard for O-rings.
3 Terms, Definitions, Acronyms, Abbreviations, Symbols, and Units
3.1 Terms and Definitions

For the purpose of this Specification, the following terms and definitions apply:
3.1.23 on-site
Modify to Read
Activity performed at assemblers or manufacturers facility under an API SPEC Q1 or
ISO 9001 conforming QMS for the activities performed.
Page 10 of 94 S-562
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Modify Title to Read
3.1.24 operator/gearbox
Add
NOTE 3 Any mechanism designed to reduce the torque required to operate a valve. Throughout
this document operator may be understood to be a gearbox.
3.1.31 pressure-containing parts

Modify to Read
A part whose failure to function as intended results in a release of contained fluid into the
environment and as a minimum includes bodies, end connections, bonnets/covers, bolting,
stems and shafts that pass through the pressure boundary.
Add
3.1.51 stroking temperature

Stroking temperature is the minimum operable temperature.
3.1.52 Soft seat insert

Soft seated insert to be made of thermoplastic material, excluding any elastomeric material.
3.1.53 batch
A batch is a lot of valves presented under a single notification for inspection, which are identical
in material, design type, size and rating. In the absence of notification, as a minimum, one valve
per design, type, size, rating and material to be tested by the manufacturer.
3.1.54 standard pattern

Standard pattern valves to have face to face or end to end dimension greater than short pattern
valves and as specified in Table C.3 of API 6D.
3.1.55 Purchaser
An associate or subsidiary, or other organization acting as owner, company, principal, or
customer as designated in the Purchase Order. It is the one who initiates the purchase order and
ultimately pays for its design and construction and will generally specify the technical
requirements.
3.2 Acronyms and Abbreviations

For the purpose of this Specification, the following acronyms and abbreviations apply:
Add
CS Carbon steel.
DSS Duplex stainless steel.
EDS Element data sheet.
ENP Electroless nickel plating.
FAT Factory acceptance testing.
Page 11 of 94 S-562
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FEA Finite element analysis.
FEPM Tetrafluoroethylene/propylene dipolymers.
FFKM Perfluoroelastomer.
FKM Fluorocarbon terpolymer.
HNBR Hydrogenated nitrile butadiene rubber.
HVOF High velocity oxy-fuel.
LTCS Low temperature carbon steel.
MDS Material data sheet.
MPQR Manufacturing procedure qualification record.
NPT National pipe taper.
NTCS Normal temperature carbon steel.
OEM Original equipment manufacturer.
PCTFE Polychlorotrifluoroethene.
PEEK Polyetheretherketone.
PO Purchase order.
PTFE Polytetrafluoroethylene.
QMS Quality management system.
QTR Qualification test records.
RF Raised face.
RPTFE Reinforced polytetrafluoroethylene.
RTJ Ring type joint.
SAE Society of automotive engineers.
SDSS Super duplex stainless steel.
TCC Tungsten carbide coating.
VDS Valve data sheet.
Page 12 of 94 S-562
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4 Valve Types and Configurations
4.1 Valve Types
4.1.3 Ball valves

Add
a. The obturator shall be:
1. A one-piece casting or a forging.
2. Trunnion mounted.
b. The ball shall have cylindrical port and not have hollow construction.
4.2 Valve Configurations
4.2.1 Full-opening Valves

Add
Valves whose coincident size or rating exceeds coincident values listed in Table 1 of API 6D
are excluded from the scope of this specification.
4.2.2 Reduced-opening Valves

Add the following Bullet
- Valves with bore size above NPS 24 (DN 600): up to three sizes below nominal size of the
valve with bore according to Table 1.
Add
a. Beyond the limits of the Table 1, the minimum valve bore is defined by agreement with the
Purchaser.
b. The minimum and maximum internal bore dimensions shall be stated on the valve
datasheet.
Add
4.3 General
a. Valve shall be designed for bidirectional sealing.
b. Unidirectional seats (single piston effect) are required unless otherwise specified and shall
be self-relieving type.
c. Block valve, block and bleed valve or double block and bleed valve design shall be
specified by agreement.
d. Block valve design shall be able to withstand pressure from both ends of the valve (no
pressure into the body cavity), without damage (e.g. no plastic deformation of ball, seats,
stem, trunnion, bearings and sealing components).
e. Manual valve shall be designed for horizontal position (horizontal flow bore, vertical
driving stem), vertical position (vertical flow bore, horizontal stem) and any inclined
position from vertical stem but not with stem down to prevent debris being accumulated in
the cavity (stem and bearing area). See Figure 6 for acceptable valve orientation.
Page 13 of 94 S-562
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Horizontal orientation
Vertical orientation
Figure 6 - Valve orientation
f. Conventional or bolted design valves shall be able to be fully dismantled without any
dedicated specific tools.
g. For non-conventional valve designs (top-entry type, etc.), requiring special tools for
disassembly or maintenance, such tools shall be supplied with valves and defined by
agreement with the Purchaser.
5 Design
5.1 Design Standards and Calculations

Modify Second Paragraph to Read
a. Design and calculations for pressure containing elements shall be in accordance with
ASME BPVC Sec VIII Div 1 or Div 2 with consideration for pipe loads, operating forces,
etc. or ASME B16.34.
b. In addition:
1. If either version of ASME VIII is used, then the wall thickness of the valve, including
the centre sections of 3 piece ball valves, shall not be less than the value of Tm as
defined by ASME B16.34, but based on the definition of bore as defined by the 2004
(and prior versions) of ASME B16.34. The design calculations or analysis in
accordance with ASME VIII shall include the effect of the bolt holes in the valve
shell in respect of stress and/or deflection.
2. If ASME B16.34 is used as the design basis, the current version of ASME B16.34
shall be used.
Note: When valve design is based on ASME B16.34, ligament

requirements apply to axial holes, through or partially
threaded in centre cores.
3. Bolting design shall be consistent with the chosen design method.

c. When designing valves in conformance to ASME VIII, valve body design shall include as
a minimum the load cases for bending moment and axial force as provided in Annex P,
Tables P.1 and P.2 with the coincident maximum rated pressure given in 5.1.d.2.
d. External load for valves shall consider the following:
1. Pressure rating to ASME B16.34 material group at ambient temperature.
2. Pressure rating to ASME B16.34 material group at maximum design temperature.
Page 14 of 94 S-562
November 2016
e. The allowable stress values shall be consistent with the selected design code or standard.
f. Valve pressure containing connecting body sections shall be stud and nut type, except that
bonnets/gland plates may be secured by cap screws.
5.2 Pressure and Temperature Rating

Add
a. Valve data sheet shall specify minimum and maximum design temperature at coincident
pressure, along with minimum stroking (operable) temperature of valve.
b. Non-metallic materials used as sealing components shall be suitable for use for the full
range between the minimum stroking temperature and the maximum design temperature.
5.4 Face-to-face and End-to-end Dimensions

Add
Ball valve end-to-end dimension shall be standard pattern only.
5.5 Valve Operation

Valves provided with lever or gearbox shall be rated to operate against the pressure as
determined in accordance with 5.2 for material at 100 F (38 C) at MPD.
5.6 Pigging
Add
a. Full bore valves installed on piggable line shall have the same bore all through the valve,
including transition piece and pup piece and shall be capable of being pigged, sphered and
scraped regularly without damage to the seats.
b. The bore shall match the internal pipeline diameter and shall present as smooth a profile as
possible ensuring uninterrupted free passage.
c. The valve data sheet shall specify the inside diameter.
d. Valve full bore diameter, transition piece and pup piece shall be dimensionally measured
to verify cylindricity (roundness, straightness) over the full length of the flow passage axis.
e. These dimensions shall be documented and shall meet the following tolerance acceptance
criteria:
1. Diameter being equal to the minimum inside diameter tolerance of the governing line
pipe specification.
5.7 Valve Ends
5.7.1 Flanged Ends
5.7.1.1 General
Add
a. Back faces of flanges shall be machined flat either as spot facings at the nut positions or
machined over the entire back flange area.
b. The nut seating area shall not present an as cast or as forged surface for the nuts. The
surface plane of the nut bearing area at the backside of flanged valves shall be parallel to
the machined flange face within 1.
Page 15 of 94 S-562
November 2016
c. In addition, the valve end connections shall be designed to allow heavy series nuts to be
used, (ASME B18.2.2) for the piping connections allowing for at least two threads to
protrude above the nut without contacting other valve body parts or bolting.
d. Valve flanged ends shall be integral with valve body forging or casting. Weld on flanges
shall not be permitted.
5.7.1.2 Offset of Aligned Flange Centrelines Lateral Alignment

Modify First and Second Paragraph to Read
a. For valves of NPS 2 (DN 50), the maximum lateral misalignment shall be 0.06 in
(1.5 mm).
b. For valves larger than NPS 2 (DN 50), the maximum lateral misalignment shall be
0.08 in (2 mm).
5.7.1.3 Parallelism of Aligned Flange Faces Angular Alignment

Add
For valves larger than NPS 24 (DN 600), the maximum parallelism misalignment shall be
0.02 in/ft (1.75 mm/m).
5.7.2 Welding Ends

Add
a. Butt-welding end valves shall be provided with extension pieces (pup pieces) as per
Table 9.
b. The extension (pup) pieces shall be considered as an integral part of the valve.
c. Valves requiring welded ends shall be supplied complete from manufacturer or his
designated sub-contractor. This is to ensure welding compatibility and body or seal
performance.
d. If pup piece is to be attached to a valve by manufacturers sub-contractor, the manufacturer
shall complete the following:
1. Advise the party welding the pup pieces on to the valve body of the maximum
allowable body temperature during welding and any subsequent post weld heat
treatment required.
2. Approve the qualified welding procedure and procedure qualification record.
3. Unless the pipe for the pups is issued by the Purchaser, the manufacturer shall furnish
the pup pieces in material as forgings of equal (or greater) material grade as the
greater of valve body and associated piping/pipeline material.
Table 9 Pup lengths
Valve Size Pup length

NPS 2 to NPS 8 (DN 50 to DN 200) 8 in (200 mm)
NPS 10 to NPS 20 (DN 250 to DN 500) Minimum 1D or Maximum 20 in (500 mm)
NPS 22 (DN 550) and above 32 in (800 mm)
Note: D being NPS (DN).
e. Outside diameter, wall thickness, material grade and composition of the pup pieces shall be
as specified in the purchase order.
f. The pup pieces shall be welded (and heat-treated if applicable) before the valve internals
are installed.
Page 16 of 94 S-562
November 2016
g. Transition tapers shall not be steeper than 1:4 and comply with ASME B31.3,
Figure 328.4.3. (ASME B31.8, Figure I 5, ISO 13847 Clause 7.7).
Note: The ratio of the valve body thickness to the pipe wall
thickness not to exceed 1.5:1.
The ratio of the specified minimum yield strength of the pipe

material to the valve body material not to exceed 1.5:1.
h. Heat-treatment delivery conditions shall be clearly marked on the pup piece using a
low-stress die stamp.
i. If the reduced wall thickness due to embossing is less than the required minimum thickness
for pup piece, alternative marking and traceability method shall be defined by agreement
with the Purchaser.
5.8 Valve Cavity Pressure Relief

Modify Third Paragraph to Read
a. Valve cavity pressure relief shall be achieved by self-relieving seat rings that internally
relieves excess pressure from the valve cavity to prevent over pressurization.
b. No other cavity pressure relieving systems are permitted.
c. Correct function of the self-relieving seat rings shall be verified by tests specified in H.8.2.
d. Acceptance criteria shall be in conformance to H.8.2.4.
Modify Section Title to Read
5.9 Drains and Vents

a. Drain and vent connections may be drilled and threaded or flanged. The Purchaser may
specify one of the types of drain and vent connections shown in Figure 7.
1 NPT fitting with additional tolerance requirements
2 Seal welded NPT fitting with additional tolerance requirements
Page 17 of 94 S-562
November 2016
3 - Double seal (radial inboard and radial outboard) parallel threads with locking ring
4 Double seal (axial outboard and radial inboard) parallel threads with locking ring
5 - Seal welded, single (radial inboard) seal parallel threads
6 Double (radial inboard and radial outboard) seal taper threads
Page 18 of 94 S-562
November 2016
7 Flange butt-welded
8 Studded flange connection
9 - Bleeder vent connection
Figure 7 - Drains and Vents
b. NPT tolerance and torque control:

1. NPT connections shall be according to ASME B1.20.1 with additional thread
tolerance requirements, ensuring that hand-tight joint assembly achieves 5 to 7 full
turns of engagement without use of a sealant or thread tape.
2. Manufacturer shall ensure that the threaded connection is made-up wrench-tight with
a sealant, and that the connection is suitable for the specified pressure. PTFE tape
shall be prohibited.
3. Thread length of internal threads shall be sufficient to avoid bottoming out the plug
on the valve body.
4. In order to achieve the required thread engagement, maximum plug size (external
threads) and minimum hole size (internal threads) shall be limited to basic or nominal
size.
c. Seal weld and locking ring:
Page 19 of 94 S-562
November 2016
1. The location of the seal ring shall not interfere with the area dedicated for (on-site)
seal welding.
2. The plug shall have an external shoulder suitably profiled to accept a seal weld where
the size of the shoulder:
a) Allows a seal weld 1/3 times the nominal size of the plug.
b) Is not less than 0.12 in (3 mm).
c) Is not greater than 0.5 in (13 mm).
3. The locking ring shall be designed so that it:
a) Locks the plug to prevent loosening and is secured to the valve body.
b) Can be removed without loosening the plug in order to facilitate seal welding
after site testing.
d. Studded connection:
1. For studded flange connection, engagement of the threaded part shall comply with a
code or standard requirement, and not be less than one stud diameter.
2. Length of engagement of the threaded connection shall be defined by the valve
manufacturer.
e. Vent and drain connections shall only be used for production testing and not for
operational purposes.
f. If required for service or operational purposes, vent and drain connections shall be
specified on the valve data sheet.
1. The drain connection shall be at the lowest possible position on the valve body with
vent connection at the highest position.
Note: If vents and drains are needed for commissioning purposes,

the Purchaser needs to identify the position on the valve
data sheets.
2. Valves NPS 4 (DN 100) reduced bore and NPS 3 (DN 80) full bore and smaller may
have a common drain and vent connection, at the lowest possible position.
3. Solid plug, bleeder and seal welds shall be designed as minimum of the valve rated
pressure and shall be capable of withstanding the valve hydrostatic shell test pressure
(150 % of valve rated pressure).
4. Solid plug, bleeder and seal welds shall be designed in conformance to a recognized
design code.
5. Minimum wall thickness of connections areas shall be in conformance to ASME
B16.34 unless otherwise specified.
5.10 Injection Points

Add
a. Minimum wall thickness of connection areas shall be in conformance to ASME B16.34
unless otherwise agreed.
b. Injection fittings shall have a design pressure not less than the greater of the valve rating
pressure and the maximum sealant injection pressure.
c. They shall be capable of withstanding the valve hydrostatic shell test pressure (150% of
valve rating pressure).
Page 20 of 94 S-562
November 2016
d. Sealant injection points shall have two non-return valves with a tungsten carbide ball and
an Inconel 625 spring, where one of the non-return valves shall be placed in a separate
fitting inside the valve body.
e. Sealant injection connection shall be protected by a protective cap (giant button head), that
are able to depressurise any entrapped pressure while still securely mounted or engaged.
f. Injection devices shall be designed in accordance with a recognized design code.
g. Parallel threads may be used in lieu of taper threads for injection fittings.
h. When specified the injector shall have:
1. A primary seal inboard of the thread, in order to protect the thread against crevice
corrosion.
2. The connection between plug and body shall provide a fire safe secondary seal
outboard of the thread, in order to protect the thread against atmospheric corrosion.
i All operator preferences and options are available in this specification. It is the
responsibility of the individual operator to specify.
j. Injection fittings if required, shall be specified on the data sheets.
k. Sealant or lubricant injection fitting connections to the valve body shall be as per Figure 8.
Figure 8 - Injection fitting with a double check valve
5.13 Handwheels and Wrenches Levers

Add
a. For valves operated manually, the maximum force required under design and test
conditions, when applied at the rim of the hand-wheel or lever, shall not exceed
81 lbf (360 N). This applies to seating, unseating, and operating at maximum pressure
differential at both minimum operating temperature and ambient temperatures.
b. Drive to be suitable for any stem orientation of operation, horizontal to vertical up.
c. Lever and handwheel shall be secured by a nut or dowel pin and an additional locking to
provide robust double retention.
d. Unless otherwise agreed, wrench or handwheel for valves made out of corrosion resistant
alloy shall be in AISI 316 stainless steel material.
e. Wrench and hand-wheel shall be made out of solid material, suitable for the environmental
conditions. Hollow components shall not be allowed.
f. Hand-wheel diameter shall not exceed twice the face-to-face or 32 in (800 mm).
Page 21 of 94 S-562
November 2016
g. Wrench length shall not exceed twice the face-to-face or 24 in (600 mm).
h. If the force or dimensional limitations are exceeded, the valve shall be provided with a
gearbox.
5.14 Locking Provision

Add
Manually operated isolation valves shall be supplied with brackets, locking plates or other
devices to allow the valves to be locked in the open or closed position, using padlocks supplied
by others.
5.16 Position Indicators

Modify to Read
a. Position indicator devices, indicating ball position, shall be supplied for the following:
1. Manual valves.
2. Wrench operated valves.
3. Gear operated valves.
b. Ball position indicator shall not be capable of incorrect fitting to falsely indicate the valve
position.
c. Gearbox valve position indicator shall be directly associated with actual stem or port
position and shall be visible at all time under normal operation.
d. The refitting of the gearbox shall be capable of retaining the position so indicated.
5.17 Travel Stops

Modify to Read
a. All ball valves shall be fitted with travel stops.
b. For a valve operated with gearbox, the open and closed stops shall be set, on the operator
and shall locate the position of the obturator in the fully open and closed position.
c. The travel stops shall not affect all the drive train components and the sealing capability of
the valve.
d. See Guidance for Travel Stops by Valve Type in Annex D, Table D1, API 6D.
5.18 Operators, Gearbox and Stem Extensions
5.18.1 General
Modify First paragraph to Read
The output of the gearbox at maximum input torque shall not produce stresses that exceed the
stress limits of the drive train permitted under 5.20.2. For relevant safety factors see 5.20 Drive
trains.
Add
Gearbox operated valves shall be fitted to the valve in conformance to the attachment
requirements in ISO 5211.
Page 22 of 94 S-562
November 2016
5.18.4 Overpressure Protection
Add
Relief device, if required, shall be designed and suitable for environmental conditions which
would be detrimental to the gearbox relief function, e.g. corrosion and/or debris.
Add
5.18.6 Gearbox Requirements

a. Gearboxes shall be provided with continuous seals, and shall have minimum EN 60529
IP 67 protection class. The gearbox shall be of dust-proof and weatherproof construction.
b. Gearboxes shall be equipped with one or more easily accessible injection fittings and
weather proof vent connection, permitting easy packing in situ, and lubrication of rotating
shafts penetrating the gearbox.
c. External shafts shall be manufactured from material that resists corrosion from
environmental conditions and have the required strength, e.g. 13Cr material or austenitic
grade of stainless steel.
d. All gearboxes shall be suitably filled with grease or heavy-duty gear oil, to ensure that all
moving parts are submerged and sufficiently lubricated.
e. Gearboxes shall allow orientation at 180-degree increments.
f. Gearboxes shall be self-locking e.g. worm and wheel designs, which hold position.
g. Valves with bore sizes equal to greater than those specified in Table 10 shall have
gearboxes.
h. The connection between the valve body and gearbox shall be vented so that any product
leakage from the stem cannot penetrate into the gearbox housing.
i. The dimensions of the gearbox shall not exceed the limitations specified for hand wheels.
j. When the number of hand wheel turns exceeds 100 from the fully open position to the
fully closed position, the Manufacturer shall specify the number of handwheel turns on the
quotation.
Table 10 Minimum bore sizes at which gearbox is required
Class Valve Size

150 NPS 6 (DN 150)
300 NPS 6 (DN 150)
600 NPS 6 (DN 150)
900 NPS 4 (DN 100)
1500 NPS 3 (DN 80)
2500 NPS 2 (DN 50)
5.19 Lifting
Add
a. Lifting lugs shall be provided for:
1. Valves of NPS 8 (DN 200) and above.
2. Valves over 550 lbs (250 kg) weight including accessories.
b. Valves requiring lifting lugs shall be provided with permanent lift lugs or screwed in
proprietary lifting devices rated for the weight of the valve with a 4:1 safety factor.
Page 23 of 94 S-562
November 2016
c. Welded on lifting lugs shall be subjected to:
1. 100% visual.
2. 100% surface examination (MT or PT).
d. If integrally cast, they shall be subjected to 100% volumetric (RT or UT).
e. Design of lugs shall include additional weight of the gearbox as far as applicable.
f. Positions of lifting lugs on valves shall allow for safe handling operations of the valve fully
equipped with its gearbox, handwheels or levers as far as applicable.
g. Specific additional lifting lugs may also be required when valves are installed with the
stem in horizontal position.
h. Lifting points on the gearbox shall never be used for lifting the valve.
i. Lifting lug shall be same material type as valve body, except that 316 may be used on
valves of duplex stainless steel and nickel alloys.
j. The Manufacturer shall provide the lifting certificates specifying the safe working load in
accordance with Table J.4.
k. Valves shall be marked with a signage of proper lifting points with safe working load
specified on general arrangement drawings.
5.20 Drive Trains
5.20.2 Allowable Stresses

Add
a. Stress limits shall apply to both the drive train (including couplings and connections) and
to the torque or force reaction path back to the gear operator.
b. If load is shared, (e.g. between dowels and flange face friction) the assumptions that are
made (friction coefficient, etc.) shall be clearly stated on the calculation.
Add
5.20.4 Drive Train Design

Design of drive trains shall be as specified in Annex R.
5.21 Stem Retention

Add
a. Stem retention may be achieved by the use of permanently installed bolted covers/bonnets
where the stem is prevented from ejecting through an integral shoulder on the stem unless
specified otherwise on the data sheet.
b. In the case where stem shall be retained on a shoulder, collets or other suitable support
inside the valve with the stem retained inside the valve in the event of bolt failure.
c. The detail of the stem retention has an effect on the drive train bolting design. The drive
design calculations show the difference in design methods as in Annex R.
5.22 Fire Type-testing

Add
a. Fire type-testing certification of the design shall be provided for valves containing
thermoplastic seat, and thermoplastic or elastomeric seal or bearing materials, according to
one of the following standards:
Page 24 of 94 S-562
November 2016
1. New soft-seated valve designs and metal-seated valve design with soft seals shall be
qualified by fire testing in conformance to ISO 10497.
2. Pre-existing designs already qualified in conformance to ISO 10497, API Spec 6FA,
BS 6755-2, or API 607 except the 4th edition is not permitted.
Note: API STD 607 4th edition is not acceptable for soft seated
valves up to class 600, since both the operational and
external leakage tests are carried out at only 29 psig
(2 barg) compared to 75 % of the rated pressure for other
procedures.
3. Gearbox requirements of API 607 or ISO 10497 shall apply to all fire tested valves.
b. Fire type-tests shall be conducted by or witnessed by an independent agency.
c. A graphite sealing barrier shall be installed on each leakage path, to the external
environment in addition to the primary sealing barrier (elastomeric or lip seal).
d. The Graphite seals are not acceptable as primary pressure containment seals. They are only
used as back-up seals for fire resistance properties.
e. Graphite back-up seals shall be made of single piece, solid graphite compound. Braided
graphite material may be used if it passes the fire-test requirements.
f. If by design, higher integrity graphite or metallic seals satisfy the emission and fire-safe
requirements, the elastomeric or thermoplastic primary seal may be excluded.
5.23 Antistatic Device

Modify to Read
All soft-seated ball valves shall have an antistatic device. Testing of this device shall be in
conformance to H.5.
Add
5.24 Stem Design

a. Stem design shall prevent galling potential between similar corrosion resistant materials,
specifically 316SS, DSS and SDSS by use of bearings (DU bushes).
b. Stem shall be designed such that in the event of failure, it shall occur outside the valve
pressure boundary.
c. The stem shall be a one-piece wrought material (forgings or hot rolled bar). Welded
fabrication or threaded stem assembly is not allowed.
d. Stem sections shall be cylindrical, within a tolerance of 0.002 in (0.05 mm).
e. If the finished stem diameter exceeds 4 in (100 mm) at any section, forgings shall be used
for the valve stem.
f. The stem shall be straight within a tolerance over the travel of the stem of 0.012 in/ft
(1 mm/m).
g. Stem sealing area shall have a maximum surface roughness, Ra, of 32 in (0.8 m) and be
free from any defects.
h. Stem surface area in contact with polymer or elastomer materials shall have a surface
finish, Ra, less than or equal to 16 in (0.40 m).
i. Stem surface area in contact with lip seals shall have a surface finish, Ra, of
4 in (0.10 m) to 8 in (0.20 m).
Page 25 of 94 S-562
November 2016
j. Stem surface area in contact with graphite packing shall have a surface finish, Ra, of
16 in to 32 in (0.40 m to 0.80 m).
k. The stem shall be suitably supported and have clearances sufficient that with all anticipated
side loads it does not make rubbing contact with the adjacent static metallic components
(e.g. bonnet, gland ring). This is to avoid the potential for galling.
l. Stems and shafts shall be corrosion resistant to the specified service, etc., fluids and
external environmental corrosion and shall be as specified on the valve data sheets.
5.25 Securing
a. Separate removable valve parts shall be positively secured against loosening.
b. Spring tension pins shall not be used for locking of internal valve components.
5.26 Soft Seat Insert Design

a. Soft seated valves shall have thermoplastic seat insert as specified on the valve data sheets.
b. The soft seat materials used shall be as per Table 11.
Table 11 Soft Seats
Class Type
150 RPTFE / PCTFE
300 RPTFE / PCTFE
600 RPTFE / PEEK / PCTFE
900 PEEK
1500 PEEK
2500 PEEK
c. Soft seat materials listed in Table 11 shall be limited to 302 F (150 C).
d. Elastomeric O-ring seat inserts shall not be permitted.
5.27 Sealing Rings
5.27.1 Elastomers
a. Elastomer O-rings shall be fully operable and limited to 20 F (29 C).
b. Refer to clause 6.3 b for NORSOK M-710 qualification requirements.
c. Elastomers used shall be as per Table 12.
d. Rapid gas decompression resistant grades shall be used for all classes 150 and above.
e. Rapid gas decompression resistant grades used for class 900 and above shall have PEEK or
reinforced PTFE back-up rings. O-ring which may be pressurised from either side shall
have a back-up ring on both sides of the O-ring as per Figure 9, Option-2.
f. For seals at risk from rapid gas decompression in Class 300 and above, the O-ring section
shall be limited to 0.275 in (6.99 mm), unless specified otherwise.
g. Seal rings shall be fully contained to minimise extrusion.
h. For seals with toroidal sealing rings (O-rings) the groove design dimensions and surface
finish shall be in accordance with either
1. BS 4518, ISO 3601-2, or SAE AS 568 for metric sized O-rings.
2. ISO 3601-2 or SAE AS 568 for US customary sized O-rings.
Page 26 of 94 S-562
November 2016
Table 12 Elastomers
Type
Sweet Sour
H2S 0.01% (100 ppm) H2S >0.01% (100 ppm) 20% (200000 ppm)
Temperature
< 250 F < 300 F < 210 F < 300 F > 250 F > (120 C) and/or
Class
(< 120 C) (< 150 C) (< 100 C) (< 150 C) > 20% H2S
FEPM
150 HNBR LT FKM HNBR LT FKM
FFKM
FEPM
300 HNBR LT FKM HNBR LT FKM
FFKM
FEPM+BU
600 HNBR+BU LT FKM+BU HNBR+BU LT FKM+BU
FFKM+BU
FEPM+BU
900 HNBR+BU LT FKM+BU HNBR+BU LT FKM+BU
FFKM+BU
1500 HNBR+BU LT FKM+BU Note 1 Note 1 Note 1
2500 HNBR+BU LT FKM+BU Note 1 Note 1 Note 1
Notes:
1. Sealing materials in sour service above 250 F (120 C) in pressure classes 1500 and 2500 is difficult. The
manufacturer shall confirm seal suitability after consultation with seal OEM. Manufacturer shall confirm qualification
and certification testing of elastomers at these pressure classes.
2. In sour service peroxide cured FKMs are required.
3. Low Temperature - LT grades is standard for FKM. LT grades are available in HNBR.
4. +BU means complete with back-up rings.
5. HNBRs have limited suitability with aromatic hydrocarbons and steam.
6. FKMs have limited suitability with methanol, amines, strong alkalis and some Freons.
5.27.2 Lip seals and V-packing seals

a. Lip seals or V-packing (chevron) seals shall be used in lieu of elastomeric seals (O-rings)
for temperatures below 20 F (29 C).
b. Pressure-Temperature ratings of Lip seal and V-packing (chevron) seals materials shall be
fully rated for Class 150, 300, 600, 900, 1500 and 2500 valves in accordance with the
appropriate class as specified in ASME B16.34 or ASME B16.5.
c. The minimum and maximum design temperatures shall be specified on the general
arrangement drawing.
d. Lip seals and V-packing (chevron) seals shall only be used on metallic surfaces of
corrosion resistant material or with corrosion resistant overlay.
e. The polymers used in lip seals shall be reinforced PTFE as specified on the valve data
sheets.
f. Lip seals shall have an anti-collapse design incorporating RPTFE (limited to maximum
class 600), PEEK or metal support ring, to prevent crushing against backpressure in the
reverse direction.
g. The jacket and spring design of lip seals shall be capable of accommodating requirements
in 5.27.2.f.
Page 27 of 94 S-562
November 2016
h. Springs used in lip seals shall be UNS R30003 or UNS R30008.
i. Metallic surface area in contact with lip seals shall have a surface finish, Ra, of
4 in (0.10 m) to 8 in (0.20 m).
j. Arrangements involving two face-to-face lip seals with the open ends facing each other
shall be avoided.
k. Designs using lip seals with open ends away from each other may be used provided the
design is fully proven, including as a minimum a repeat test to demonstrate the seals are
not crushed.
5.27.3 Seals in Vacuum Conditions

a. Valves with non-metallic (soft) seals shall be suitable for withstanding:
1. Manufacturers vacuum drying at pressures of 0.07 psia (500 Pa).
2. Vacuum drying during maintenance at pressures down to 0.001 psia (10 Pa).
b. The OEM of a-symmetric seals shall certify that the seal design can seal against
atmospheric pressure in the reverse direction towards the vacuum side.
5.28 Stuffing Box, Gland and Packing

a. Stem Packing and stem seals shall take into account the requirement for low emission, low
maintenance service and shall be specifically engineered to achieve low emission service
or low emission packing, if specified on the valve data sheets.
b. All sealing surfaces shall have surface finish in conformance to the packing or seal
Suppliers recommendations.
c. Stem seals:
1. Stem seals shall be self-energising.
2. Arrangements consisting of only a single O-ring or lip seal shall not be permitted on
Class 600 and above. It shall not be assumed that graphite fire seals provide an
effective additional seal.
d. Stem packing arrangements:
1. Adjustment shall be achieved without removing the gearbox.
2. The packing shall be replaceable with the valve depressurized and in situ.
3. Graphite packing rings shall be installed in accordance with documented assembly
instructions as recommended by the seal Supplier.
4. The nominal depth of the packing box shall accommodate a maximum of six
uncompressed packing rings.
5. Stem packing shall be designed to prevent extrusion.
e. The nominal depth of the packing box shall accommodate a maximum of six
uncompressed packing rings.
f. The surface area of the stuffing box in contact with the packing shall have a surface finish
(Ra) of 120 in (3.2 m) or smoother.
Page 28 of 94 S-562
November 2016
g. The packing box wall shall not be penetrated where it is contacted by the seal.
h. If a spacer ring is required to reduce the depth of the stuffing box, the spacer ring shall be
of the same material as the gland ring.
i. The bottom of the packing box shall be flat.
j. The gland follower shall be installed such that it protrudes into the stuffing box before
compressing the packing rings.
k. Threaded glands shall not be used.
l. A gland with a joint face parallel to the stem centre line shall not be permitted.
5.29 O-ring Housing Design

a. The housing design of elastomeric O-rings shall be such that groove filling of at least 85%
is achieved for pressure class 600 and above to allow for an effective resistance to rapid
gas decompression.
b. The housing design of elastomeric O-ring shall prevent risk of extrusion by use of
thermoplastic back-up rings for valves in piping class 600 and above.
c. O-ring housing design shall be as per Figure 9.
Option 1 - O-ring housing without anti-extrusion (back-up) ring
Option 2 - O-ring housing with two anti-extrusion (back-up) rings

Symbols (refer to ISO 3601-2)
t - Total radial housing depth.
b1 - width of the O-ring housing without an anti-extrusion (back-up) ring.
b3 - width of the O-ring housing with two anti-extrusion (back-up) rings.
d2 - O-ring cross section diameter.
g - extrusion gap.
Figure 9 - O-ring Housing Design
5.30 Finite element analysis (FEA)

a. For metal seated valves equal to or greater than NPS 16 (DN 400) Class 150, 300, and 600
rating and greater than NPS 4 (DN 100) in Class 900 and above, an FEA of the ball to seat
interface and seat to body interface shall be performed to demonstrate that required seat to
Page 29 of 94 S-562
November 2016
ball contact is maintained and freedom of movement preserved with full differential
pressure applied.
b. FEA shall be carried out in accordance with the rules of ASME VIII Div 2 using either a
limit load (elastic-perfectly plastic) or an elastic-plastic analysis method.
c. FEA results shall show code compliance and identify areas of deformation.
Note: Linear elastic analysis and subsequent stress linearization

on the complex geometries involved are not covered in the
classification list from ASME VIII Div 2 and as such, this
method can only be applied after agreement and approval
from the Purchaser.
For information regarding the note above: Linear elastic

analysis for valve complex geometries involved make stress
linearization as intended by the pressure vessel code
meaningless.
d. Alternatively, previous designs of valves in the same operating conditions may be

presented as evidence of acceptable design and manufacture.
5.31 Body to Bonnet joint

Body to bonnet joint bolting shall be tightened to generate a preload stress in conformance to
ASME BPVC Section VIII.
5.32 Thermal Transients

If specified on the valve data sheets, the sealing capability of metal seated valves subject to
rapid and large thermal transients after closure, shall be verified by thermal analysis, strain
analysis and testing.
5.33 Pressure Balance Hole

a. Purchaser may elect to specify on the data sheet that valves be provided with or without
pressure balance hole. If the Purchaser does not specify a requirement, Manufacturer may
provide their standard valve with or without balance hole.
b. When a balance hole is specified, the minimum diameter of the hole shall be 0.236 in
(6 mm) up to NPS 8 (DN 200) and 0.315 in (8 mm) above.
c. The ratio between length of the hole to hole diameter shall be less than 10 (L/D<10).
d. The hole shall be positioned adjacent to the stem and top trunnion of the ball.
6 Materials
6.1 Material Specification

Add
a. A table of standard and acceptable alternative materials for ball valve components is
provided in Annex Q.
b. Additional requirements for these materials shall be in accordance with Annex S
Page 30 of 94 S-562
November 2016
6.3 Service Compatibility
Add
a. Manufacturer shall verify that the materials selected by Purchaser using Annex Q and
Annex S are compatible with service conditions specified on the valve data sheets.
b. Qualification and production testing of elastomers and thermoplastics shall be performed
in accordance with NORSOK M-710 or ISO 23936 parts 1 and 2 and any Purchaser
specified requirements.
6.4 Forged Parts

Add
6.4.1 Valves Manufactured from Bar Material

Valves and valve parts may be manufactured from bar material, within the limits specified in
ASTM A961 and the following:
a. Where allowed by the material standard for the final product form, hollow cylindrically
shaped pressure-containing valve parts may be machined from hot rolled or forged bar, or
from seamless tubular materials, provided that the axial length of the part is approximately
parallel to the metal flow lines of the starting stock.
b. Valve bodies for welded-end valves and integral flanged valves in sizes up to and
including NPS 4 (DN 100) may also be manufactured from heat treated, forged, hot-
wrought or cold-finished round bar stock and restricted to the following maximum bar
diameters:
1. Carbon steel:
a) Cold finished steel bars of maximum diameter of 9 in (225 mm).
b) Hot-wrought steel bars of maximum diameter of 10 in (250 mm).
2. Duplex, super duplex and Type 316/316L stainless steels:
a) Super duplex stainless steel hot or cold finished bars of maximum diameter of
8 in (200 mm).
b) Duplex and Type 316/316L stainless steel hot or cold finished bars of maximum
diameter of 12 in (300 mm).
3. Cold finishing shall be restricted to turning, grinding or polishing (singly or in
combination); cold drawing or cold forming is not permitted.
c. The minimum body to integral flange transition radii shall be 0.4 in (10 mm).
d. The extent of NDE shall be defined in Annex J.
e. Further requirements shall be as per Annex S.
6.5 Composition Limits

Add
a. The chemical composition of carbon steel valves other than welding end valves shall meet
the requirements in Annex S.
b. The chemical composition of corrosion resistant alloys shall meet the requirements in
Annex S.
Page 31 of 94 S-562
November 2016
6.6 Toughness Test Requirements
Add
a. Except for bolting, impact test results for full-size specimens shall meet the requirements
of Table 3, and as below:
1. ASTM A350 LF2 & LF6, ASTM A696 Grade C: 20 ft lb (27 J) average, 16 ft lb
(21 J) single.
2. ASTM 352 LCC: 20 ft lb (27 J) average, 16 ft lb (21 J) single.
3. ASTM A694 F52: 25 ft lb (34 J) average, 19 ft lb (26 J) single.
4. ASTM A694 F60: 30 ft lb (41 J) average, 25 ft lb (34 J) single.
5. ASTM A694 F65, AISI 4140: 33 ft lb (45 J) average, 26 ft lb (35 J) single.
b. Duplex and super duplex stainless steels in accordance with Annex Q shall meet the
requirements in this section unless a higher value and/or lower test temperature is specified
by the Purchaser for specific service environment.
c. Super duplex stainless steel bolting (studs, bolts, nuts) in accordance with Annex Q and
Annex S shall be impact tested at -50 F (-46C) in accordance with the requirements in
ASTM A962, and shall meet 33 ft lb (45 J) average of three specimens, 26 ft lb (35 J)
minimum single specimen.
6.7 Bolting
Add
Bolting materials shall be as specified in Annex Q and Annex S.
Add
6.7.1 Bolt Coating

Coating requirements for carbon and low alloy steel bolting shall be hot dip and spun galvanised
in accordance with ASTM F2329/ISO 10684 or as specified on the Purchasers valve data sheet.
6.8 Sour Service

Add
a. Purchaser shall specify materials from Annex Q that are suitable for the specific sour
environment(s) defined on the valve data sheet.
b. As the material data sheets in Annex S do not fulfil all the metallurgical or manufacturing
requirements of NACE MR0175 or ISO 15156 (all parts) or NACE MR0103, the
assembler/manufacturer shall ensure that that the specified materials meet all the
metallurgical and manufacturing requirements of this specification and any Purchaser
specified requirements in addition to the requirements in NACE MR0175 or ISO 15156
(all parts) or NACE MR0103.
Modify Section title to Read
6.9 Drain, Vent and Injection Connections

Add
Material requirements for drain, vent, injection and ancillary connections shall be as per the
following:
a. For welded plugs and fittings, material shall:
1. Be the same chemical composition of the body.
Page 32 of 94 S-562
November 2016
2. Shall meet the requirements in Section 6.5.
3. Shall meet the toughness test requirements in Section 6.6.
b. For non-welded, removable plugs and fittings, material shall:
1. Be of the same chemical composition of the trim.
2. Prevent galling and atmospheric corrosion.
c. To prevent galling between either austenitic or super duplex plug and body materials, the
threaded portion of the plug may be silver plated in accordance with SAE AMS 2410.
d. The plug shall have a primary seal, an Elastomeric O-ring or a Thermoplastic lip seal
inboard of the thread, in order to protect the thread against crevice corrosion.
e. The primary inboard seal type and material shall be the same as that specified for the main
valve static primary seals for the given service condition i.e. Elastomeric O-ring or
Thermoplastic lip seal.
f. The connection between plug and body shall provide a fire safe secondary graphite seal
outboard of the thread, in order to protect the thread against atmospheric corrosion.
g. In case, a separate seal ring is used the seal material shall be grade 316 stainless steel.
h. The plug locking ring and body securing parts shall be made from grade 316 stainless
steel.
i. For removable injection fittings, material selection shall prevent the galling and
atmospheric corrosion.
Add
6.11 Internal Coatings

a. Wear resistance, erosion resistance, and anti-galling internal coatings to enhance
performance reliability of mating parts in dynamic contact shall be in accordance with
Annex Q and Annex S.
b. Corrosion resistant alloy weld overlay shall meet the requirements in 7.
6.12 Pickling and Passivation

a. In addition to the surface finish requirements in the ASTM standard specification
referenced in Annex Q or Annex S, all finished corrosion resistant alloy components shall
be supplied white pickled (de-scaled and acid cleaned) and passivated unless subsequently
machined to final shape or the manufacturing process does not result in a scaled surface.
b. The surface of all such finished components shall be completely free of surface
contamination including debris, dirt and weld spatter etc.
7 Welding
7.2 Welding Procedure and Welder/Welding Operator Qualifications

Add
a. Qualification shall be based upon weld procedure testing.
b. Welding, weld repairs, corrosion resistant and weld overlay procedures and supporting
welding procedure qualification records shall be submitted for Purchaser approval.
c. In addition to the specified requirements for corrosion resistant weld overlay, the following
shall apply:
Page 33 of 94 S-562
November 2016
1. The use of electroslag or submerged arc welding processes is not permitted for weld
overlay of sealing surfaces.
2. The specified chemical analysis at the minimum qualified overlay thickness shall be
met after any machining (if applicable).
3. If required to meet the specified base material properties, heat treatment shall be
performed after overlay welding.
4. Class Fe 10 at the minimum overlay thickness is acceptable for UNS N06625 weld
overlay.
7.5 Repair
Add
a. Weld repair of forgings or bar is not permitted to correct material defects. Weld repair to
correct machining errors shall be subject to Purchaser approval.
b. Weld repair of castings shall be in accordance with the applicable material specification
listed in Annex Q and Annex S and the following:
1. Weld repairs are not permitted for castings that leak during pressure testing
2. The repair welding procedure shall meet the same test requirements as specified for
the casting in Annex S.
3. All major weld repairs shall be documented in accordance with the requirements of
13.1.
4. All weld repairs shall be inspected to the same standard as used to inspect the casting
in accordance with 8 and Annex J.
5. All major and minor repairs on duplex or super duplex stainless steel castings shall be
heat treated after welding. Where a minor cosmetic repair is required to a
semi-finished or finished cast component, heat treatment may be omitted, provided
the welding procedure meets the test requirements of ISO 17781 in the as-welded
condition.
6. If excavation for the repair exceeds 50% of the wall thickness, the repair shall be
reported and agreed with the Purchaser prior to welding.
7.6 Repair of Welds

Add
a. Weld repairs are permitted on corrosion resistant weld overlay surface, providing the
repaired surface meets the specified chemistry at the minimum qualified thickness.
b. All repairs to welds shall be performed in accordance with a documented procedure
specifying requirements for defect removal, welding, heat treatment, NDE as applicable.
c. All repairs to welds shall be documented in accordance with the requirements of 13.1.
8 Quality Control
8.1 NDE Requirements

Add
a. Weld ends shall be subjected to volumetric and surface NDE as specified in 8.5.
b. Pressure containing welds shall be subjected to volumetric inspection in accordance with
Annex G, G.13 or G.14 and surface inspection in accordance with Annex G, G.15 or G.16.
Page 34 of 94 S-562
November 2016
8.3 Qualification of Personnel
8.3.1 NDE Personnel

Add
NDE personnel shall be qualified to ASNT SNT-TC-1A or ISO 9712 Level 2 as a minimum.
8.4 NDE of Repairs

Add to Second Paragraph
Additionally, examination of major repair welds on pressure containing parts shall also include
RT or UT.
8.5 Weld End NDE

Add
Where (8.1) specifies that weld ends be subjected to volumetric or surface NDE, the
examination and acceptance criteria shall be in accordance with Annex G.27.
9 Pressure Testing
9.1 General
a. Testing shall be performed in accordance with Table J.3 and QSL level shall be specified
by the Purchaser.
b. Testing shall be performed as per the sequence detailed in Annex J, Table J.3.
c. Step by step testing sequences shall be repeated unless otherwise agreed.
d. Test media reservoirs shall be drained and biocide flushed at least one time per annum.
Add
9.1.1 Valve End Thrust Effect

a. QSL-1 and QSL-2 valves shall be tested with full pressure end thrust effect to check
effectiveness of body joints and tightness as per Table 13 (limited to Table 1 of API 6D,
for coincident size and rating). 100% of valves shall be considered for QSL-3 and QSL-4.
b. For the purpose of this test, flanged-end valves shall be tested using end flanges (i.e., with
blind flanges), and welded-ends valves shall be tested using temporary caps.
Page 35 of 94 S-562
November 2016
Table 13 Valve End Thrust Effect
Size Rating
NPS (DN) 150 300 600 900 1500 2500
2 (50)
3 (80)
4 (100) 1
6 (150) 1 1
8 (200) 1 1 1
10 (250) 1 1 1 1
12 (300) 1 1 1 1
14 (350) 1 1 1 1 100
16 (400) 1 1 1 1 1 100
18 (450) 1 1 1 1 1 100
20 (500) 1 1 1 1 1 100
22 (550) 1 1 1 1 1 -
24 (600) 1 1 1 1 1 -
26 (650) 100 100 100 100 100 -
Note:
1. 1 = 1 valve per batch, per design, per size, per rating and per material.
2. 100 = All valves to be tested.
3. For sizes equal to or greater than NPS 26 (DN 650), note 2 applies.
4. Valve selection is made at random by the Purchaser.
5. When one valve test fails, two other valves of the same batch shall be tested.
6. Valve test record shall be on the final valve test report.
9.3 Hydrostatic Shell Test

Add
a. All final drain, vent, sealant injection facilities (only primary sealing barrier), ancillary
connections, blind flanges shall be installed to carry out this testing.
b. The valve shall be isolated from the supply pressure source.
9.4 Hydrostatic Seat Test
9.4.3 Acceptance Criteria

Modify First and Second Paragraph to Read
Maximum permissible seat leakage rates for hydrostatic seat tests, low-pressure gas seat and
high-pressure gas seat test shall conform to Table 14.
Table 14 - Acceptance criteria
Ball valve Hydrostatic seat test Low-pressure gas seat test High-pressure gas seat test
type Max. leak rate (ISO 5208) Max. leak rate (ISO 5208) Max. leak rate (ISO 5208)
Block valve DBB Block valve DBB Block valve DBB
and DIB-2 and DIB-2 and DIB-2
Soft seated A A A A A A
Metal seated B 2XB B 2XB 2XC 4XC
Page 36 of 94 S-562
November 2016
9.4.4 Seat Test Procedures for Block Valves
9.4.4.1 Unidirectional
Add to End of First Paragraph
The valve shall be isolated from the supply pressure source. The volume beyond the pressurized
seat being at atmospheric pressure. Water loss (draining) is not allowed from the valve body
cavity and from the opposite valve end.
Add to End of Second Paragraph
Opposite valve end shall be isolated (closed) from the atmospheric pressure during the leakage
measurement.
9.4.4.2 Bidirectional
Add to End of First Paragraph
The valve shall be isolated from the supply pressure source. The volume beyond the pressurized
seat being at atmospheric pressure. Water loss (draining) is not allowed from the valve body
cavity and from the opposite valve end.
Add to End of Second Paragraph
Opposite valve end shall be isolated (closed) from the atmospheric pressure during the leakage
measurement.
Add
9.8 Anti-static Testing

Anti-static testing shall be performed in conformance to Table J.3 of this specification.
10 Coating/Painting
Add
a. Painting requirements shall be provided on valve data sheets.
b. Unpainted surfaces shall be protected by preservation and shall be guaranteed by the
Manufacturer for a minimum life of 12 months in an external environment.
c. Preservation shall be by corrosion preventative fluids and the Manufacturer shall guarantee
these fluids are not detrimental to any non-metallic parts.
d. If internal coating is specified, termination points, coating materials and coating
procedures shall be by agreement.
11 Marking
Add
a. All valves shall be provided with permanent identification. This shall comply with the
following requirements:
1. Marking on weld bevels, flange faces or surfaces that will be hidden following
fabrication, assembly, coating or installation is not allowed.
2. The marking shall be designed to be clearly legible for the valve design life.
b. Body marking shall be one of the following:
1. Integral.
Page 37 of 94 S-562
November 2016
2. Made by stamping with a low-stress die stamp on a flange rim (for flanged valves) or
on the valve body (for butt-weld valves).
c. Each flange shall be provided with a SPE mark on the side that contains a single piston
effect seat and with a DPE mark on the side that contains a double piston effect seat.
11.1 Nameplate
a. The permanent identification plate shall be suitable for constant contamination from and
exposure to the operating environment including ultra-violet, grease, applicable
temperature and cleaning solvents.
b. The nameplate(s) shall contain both metric and US customary units.
c. Additional identification plates or tags shall be provided as specified on the valve data
sheets.
d. A temporary identification plate shall be firmly attached to the valve top.
e. The use of wire for attachment shall not be allowed for the permanent identification plate.
f. The permanent identification plate shall be securely fastened to the valve after coating is
completed and located so that it is easily visible.
g. Marking on the permanent identification plate shall be clearly legible, and shall at least
include the following information:
1. Operating temperature limitations imposed by the sealing or seating materials, etc.
2. Schedule on weld end valves.
3. Valve data sheet identification code.
h. Unless otherwise specified in the purchase order the valve shall additionally be supplied
with a temporary identification plate of AISI 316 material with the following information
clearly legible:
1. Purchase Agreement Number (PO).
2. Purchase Agreement Item Number.
3. Project Stock Number (if applicable).
4. The temporary identification plate shall be firmly attached to the valve top.
i. Valves ordered with specific tag numbers shall have a metal tag permanently attached to
each valve, which clearly identifies job number, purchase order line item number, serial
number, valve tag number and weight.
j. The name plate minimum letter size shall be 0.118 in (3 mm).
12 Preparation for Shipment
Add
a. Austenitic stainless steel valves shall be protected from chloride attack that can occur from
exposure to salt-water spray or atmosphere during:
1. Shipment.
2. Cleaning.
3. Fabrication.
4. Testing.
5. Storage.
Page 38 of 94 S-562
November 2016
b. Protection of austenitic stainless steel valves shall also be provided if shipping by truck in
areas where road salt is used.
c. Stainless steel valves shall be enclosed or wrapped in a vapour proof barrier material.
d. Carbon steel valves packed in a sealed enclosure shall:
1. Have vapour phase inhibitor sachets added at 0.06 oz/ft3 (60 g/m3).
2. Ensure that the vapour phase inhibitor is not in contact with the paint.
e. Special wrapping requirements shall be specified on valve data sheet.
f. Valve ends and auxiliary connections shall be protected to give mechanical protection and
to prevent ingress of water and other foreign matter.
g. Covers made from wood, or any other porous material shall not be in direct contact with
flange faces.
h. For ball valves NPS 4 (DN 100) and larger, protective covers shall be attached with at least
4 bolts of appropriate diameter.
i. Covers shall be designed to prevent ingress of water and dirt into the valve during outdoor
storage for at least one year.
j. Manufacturer shall weigh all valves weighing more than 2205 lb (1000 kg), excluding
transportation equipment. For identical valves, only one representative item need be
weighed.
k. External female threads in valve bodies shall be protected with steel plugs or shrink steel
plugs. Non-metal plugs (plastic-made, for example) shall not be permitted.
l. Prior to packaging and shipment, valve internals shall be thoroughly cleaned and dried and
the surfaces free from test fluids, cleaning agents, loose particles and organic substances.
m. When handling valves, extreme care shall be taken, that sealant fittings, body vent fittings,
valve stem and or gearbox are not bent, pinched or otherwise damaged.
n. Valve lifting sketches and handling instructions shall be included inside valve crates in
order to ease lifting operations.
a. Protective covers shall be made of plastic [at least 1/8 in (3 mm) thick] or metal with a
wooden backing and shall be securely attached to the valve ends by using bolting and nuts,
plastic straps, steel clips, or friction-locking devices.
b. Plastic caps shall be mechanically secured in bolt-holes or outer rim of valve end.
13 Documentation
13.1 Minimum Documentation and Retention

Add
a. If specified by the Purchaser, the manufacturer shall provide documentation prior to
shipment.
b. Computerized data or photocopies of originals, which are verified and signed by the
QA/QC department, may be provided instead of originals.
c. All documentation shall be in English or accompanied by a certified translation in English.
d. Manufacturing records shall be stored for at least 10 years following the commencement of
the guarantee period.
Page 39 of 94 S-562
November 2016
e. Manufacturer shall be able to provide information in the Manufacturing Records, as
defined in 13.1.d, when required by Purchaser.
f. There shall be traceability from the valve to the material certificates. Traceability for
materials, welding and NDE to be maintained in conformance to the Manufacturer's own
internal system.
g. On written request by Purchaser, Manufacturing Records documentation shall be provided
by Manufacturer within 15 working days.
h. Manufacturer is obliged to offer the Manufacturing Record documentation free of charge
to Purchaser in cases where a technical deviation is detected on a supplied valve.
i. Manufacturer shall submit the Manufacturing Record documentation to Purchaser if for
any reason the manufacturer ceases operation.
j. All Manufacturing Records shall reside in the Manufacturer's documentation system,
including the following together with:
1. Design calculations.
2. Necessary drawings.
3. Manufacturing, testing and inspection procedures.
4. Non-conformance report required to demonstrate the product non-compliance and
acceptance by Purchaser.
5. Listing of applicable and authorized concessions, waivers and/or material
substitutions
6. Listing of applicable manuals (e.g. assembly or maintenance manuals).
7. Material test reports and inspection certificates, traceable by heat number to the
foundry or mill;
8. Weld maps of major repairs.
9. Relevant fabrication drawings and sketches shall be included to facilitate the
understanding of welding, heat treatment and NDE records.
9. NDE reports, including sketches if necessary, showing the locations of examination
traceable by heat or serial number.
a) The retention period for NDE reports shall be 5 years.
b) The retention period for radiographs shall be at least 12 months.
k. The minimum and maximum design temperature and minimum stroking temperature shall
be shown on the valve drawings.
l. Documentation shall be provided in conformance to the Supplier Deliverable
Requirements List (SDRL), if included in Purchase Order.
13.2 Documentation Provided with Valve(s)

Add
a. Manufacturer shall provide a procedure for welding buttweld valve ends to the piping in
order to prevent seats damage.
b. Material test reports and certificates shall be supplied in conformance to Purchase Order
requirement.
c. Pressure test reports and certificates shall be supplied in conformance to Purchase Order
requirement.
Page 40 of 94 S-562
November 2016
d. All certificates and test reports shall identify the valve(s) by stating Purchase Order and
item number, Manufacturers name, type, size and rating of valves and quantity of valves
covered.
e. Certificates of castings shall include major weld repair data including extent of repairs,
WPS, welder qualifications, post weld heat treatment and NDE following the repair(s).
f. If specified in the Inspection and test plan (ITP), Manufacturer shall obtain a release note
from Purchaser inspection representative prior to commencing assembly activities.
g. All traceability documents shall be made available upon request by Purchaser
representative.
h. The following documents shall be placed inside a waterproof envelope inside each box:
1. Procedure for receipt and installation.
2. Manufacturer's release note.
3. Agreed deviations (where applicable for receipt control).
i. Documentation requirements shall conform to Annex J, Table J.4.
Add
15 Certification
a. The Manufacturer shall provide the inspection certificates in accordance with Table J.4.
b. The certificate(s) shall identify the valve type, size, class, end connection, serial number(s),
any additional requirement specified by the manufacturer or Purchaser.
c. The inspection certificates for pressure containing and pressure controlling parts in
Table J.4 shall include any additional test requirements specified in 6 or 7 and Annex S,
including heat treatment condition.
d. For duplex and super duplex stainless steels, in addition to 15.c, following shall apply:
1. The manufacturing summary identification or QTR/MPQR as referenced in
NORSOK M-650/ISO 17782.
2. Steel melting or refining practice.
16 Regulatory Considerations
a. If national and/or local regulations exist in which some of the requirements could be more
stringent than in this Specification, the Purchaser shall determine by careful scrutiny which
of the requirements are more stringent and which combination of requirements will be
acceptable with regards to the safety, environmental, economic and legal aspects.
b. In all cases, the Purchaser is required to specify the requirements of this Specification in
order to comply with national and/or local regulations.
c. The Purchaser may then negotiate with the Authorities concerned, the objective being to
obtain agreement to follow this Specification as closely as possible.
d. Valves supplied to countries where legislative or jurisdictional requirements are in force
(e.g. Pressure Equipment Directive (PED) 2014/68/EU European member state or
country in the European Free Trade Association), the Purchaser is required to specify
requirements in full compliance with these laws and regulations.
Page 41 of 94 S-562
November 2016
17 Witnessing by the Purchaser
Purchaser inspection and surveillance requirements shall be in conformance to the Purchase

Order Quality Requirements (POQR), if included in Purchase Order.
Page 42 of 94 S-562
November 2016
Annex F
(normative)
Qualification of Heat-treating Equipment
F.4 Instruments
Add
F.4.4 Records
Records of furnace calibration and surveys shall be maintained for a period of not less than
2 years.
Page 43 of 94 S-562
November 2016
Annex G
(normative)
Requirements for Nondestructive Examination
Add
G.28 Ferrite Percentage Range
a. For duplex and super duplex stainless steel welds supplied in the as welded condition (e.g.
welds between pup-pieces and valve bodies), 100% of welds shall be subjected to a ferrite
check:
1. The % ferrite range shall be checked using a Fischer Technology Inc. FERITSCOPE
calibrated in accordance with AWS A4.2 or EN ISO 8249. Calibration blocks shall
cover ferrite within the range of 25% to 70%.
2. Ferrite checks shall be undertaken on the OD on at least three locations equally
spaced around the circumference.
3. Surface preparation shall ensure that coatings and surface oxide are removed and the
test location ground to a minimum 120 grit finish prior to the test.
4. For acceptance, the ferrite measurement shall be within the range 30% to 70% for
welds in the as welded condition.
Page 44 of 94 S-562
November 2016
Annex H
(normative)
Supplementary Test Requirements
H.1 General
Modify to Read
a. This Annex specifies requirements for QSL testing in addition to clause 9 and
supplementary testing which shall be performed by the manufacturer if specified by the
Purchaser.
b. The frequency of testing shall also be specified by the Purchaser, if not defined in this
annex.
H.3 Low-pressure Gas Seat Testing
H.3.1 General
Modify to Read
The valve shall be drained of hydrostatic test fluid and the inner parts shall be fully dried prior
to the start of the low-pressure gas seat test.
H.3.4 Acceptance
Modify to Read
The acceptable leakage rate for low-pressure gas seat test shall be in conformance to Table 14.
H.4 High-pressure Gas Testing
H.4.1 General
Add
a. The valve shall be drained of hydrostatic test fluid and the inner parts shall be fully dried
prior to the start of the high-pressure gas testing.
b. The valve shall be isolated from the supply pressure source during pressure testing.
c. The pressure shall be stabilized prior to start of pressure testing duration.
H.4.2 High-pressure Gas Shell Testing
H.4.2.1 General
Add
a. All connections shall be installed prior to the start of high-pressure gas shell test.
b. Dismantling of body connections including vent and drain plugs after high-pressure gas
shell test shall not be allowed. Dismantling requires an additional high-pressure gas shell
testing.
Page 45 of 94 S-562
November 2016
H.4.3 High-pressure Gas Seat Testing
H.4.3.1 General
Add
The volume beyond the pressurized seat being at atmospheric pressure.
H.4.3.2 Acceptance Criteria

High pressure gas seat leakage rates shall conform to values specified in Table 14.
Add
a. Seat leakage shall be monitored from each seat via the valve body cavity vent or drain
connection.
b. Opposite valve end shall be isolated (closed) from the atmospheric pressure during the
leakage measurement.
H.5 Antistatic Testing
Add
a. Ball valves shall be tested for electrical continuity in accordance with the testing frequency
specified in Table J.3.
b. The electrical continuity shall be between the valve body, driving stem and obturator.
c. Graphite seal or stem packing shall not be considered to offer satisfactory electrical
continuity.
H.6 Torque Measurements and Functional Testing
Add
H.6.1 General
a. Torques measurements and functional testing shall be performed:
1. Without pressure.
2. At the pressure rating determined in accordance with 5.2 for the material at 100 F
(38 C).
3. If required, at the pressure specified by the Purchaser.
b. The maximum torque shall be measured and functional testing shall be performed for the
following valve operations:
1. Closed to open and open to closed without pressure.
2. Closed to open with one side of the obturator pressurized and the cavity and opposite
side at atmospheric pressure.
3. Repeat the step in 2 but with the other side of the obturator pressurized.
4. Open to close with the bore pressurized. The cavity shall be at atmospheric pressure,
if applicable to the valve design.
Page 46 of 94 S-562
November 2016
5. Close to open with both sides of the obturator pressurized and the cavity at
atmospheric pressure.
H.6.2 Torque Measurements

a. Torques measurements shall be directly carried out to the valve stem.
b. The procedure for torques measurements shall be as follows:
1. Without pressure Closed to open and open to closed:
a) Torque measurements shall be carried out along the necessary opening and
closing angle.
b) The highest value is recorded for each opening and closing direction.
2. Valve pressurized Closed to open:
a) Fill the valve in half-open position with water.
b) Close the valve.
c) Apply pressure to the appropriate end(s) of the valve.
d) With one side of the obturator pressurized, the cavity and opposite side shall be
at atmospheric pressure.
e) With both sides of the obturator pressurized, the cavity shall be at atmospheric
pressure.
f) Open the valve after a minimum of one minute of pressure stabilization.
g) Torque measurement shall be performed up to decompression of the pressurized
volume.
h) The highest value is recorded.
i) During valve opening:
1) With one side of the obturator pressurized, the body cavity and opposite side
shall be opened to allow water to overflow at atmospheric pressure.
2) With both sides of the obturator pressurized, the body cavity shall be opened
to allow water to overflow at atmospheric pressure.
3. Valve pressurized Open to closed:
a) Fill the valve in half-open position with water.
b) Open the valve.
c) Apply pressure into the valve bore.
d) The cavity shall be at atmospheric pressure if applicable to the valve design.
e) Close the valve after a minimum of one minute of pressure stabilization.
f) Torque measurement shall be performed up to decompression of the pressurized
volume (if applicable to the valve design).
g) The highest value is recorded.
h) During valve closing, the body cavity shall be opened to allow water to overflow
at atmospheric pressure (if applicable to the valve design).
c. Torque values shall be measured and functional testing shall be performed with seats free
of sealant. If necessary for assembly, a lubricant with a viscosity not exceeding that of
SAE 10W motor oil or equivalent may be used.
Page 47 of 94 S-562
November 2016
d. The measured torque results shall be recorded and shall not exceed the manufacturers
documented valve torques.
H.6.3 Functional Testing
H.6.3.1 Manual Valve

Valves shall be tested as delivered with its wrench or gearbox.
H.6.3.1.1 Valve Equipped with Wrench (Lever)

a. Without pressure 1 cycle:
1. The valve shall be fully operated without pressure.
2. 1 cycle shall be performed (1 cycle = close to open and open to close).
b. Valve pressurized Closed to open:
1. Fill the valve in the half-open position with water.
2. Close the valve.
3. Apply pressure to the appropriate end(s) of the valve.
4. With one side of the obturator pressurized, the cavity and opposite side shall be at
5. With both sides of the obturator pressurized, the cavity shall be at atmospheric
pressure.
6. Open the valve after a minimum of one minute of pressure stabilization.
7. During valve opening:
a) With one side of the obturator pressurized, the body cavity and opposite side
b) With both sides of the obturator pressurized, the body cavity shall be opened to
allow water to overflow at atmospheric pressure.
c. Valve pressurized Open to closed:
2. Open the valve.
3. Apply pressure into the valve bore.
4. The cavity shall be at atmospheric pressure if applicable to the valve design.
5. Close the valve after a minimum of one minute of pressure stabilization.
6. During valve closing, the body cavity shall be opened to allow water to overflow at
atmospheric pressure (if applicable to the valve design).
d. Acceptance
1. Valve shall be operable without abnormal observation.
2. Maximum measured force shall in be in conformance to 5.13.
H.6.3.1.2 Valve Equipped with Gearbox

a. Without pressure 1 cycle:
1. The valve shall be fully operated without pressure.
2. 1 cycle shall be performed (1 cycle = close to open and open to close).
Page 48 of 94 S-562
November 2016
3. Gearbox input torque measurements shall be carried out at the start to open and start
to close positions (breakaway to open, breakaway to close).
b. Valve pressurized Closed to open:
2. Close the valve.
3. Apply pressure to the appropriate end(s) of the valve.
4. With one side of the obturator pressurized, the cavity and opposite side shall be at
5. With both sides of the obturator pressurized, the cavity shall be at atmospheric
pressure.
6. Open the valve after a minimum of one minute of pressure stabilization.
7. Gearbox input torque measurement shall be performed up to decompression of the
pressurized volume.
8. The highest value is recorded.
9. During valve opening:
a) With one side of the obturator pressurized, the body cavity and opposite side
b) With both sides of the obturator pressurized, the body cavity shall be opened to
allow water to overflow at atmospheric pressure.
c. Valve pressurized Open to closed:
2. Open the valve.
3. Apply pressure into the valve bore.
4. The cavity shall be at atmospheric pressure if applicable to the valve design.
5. Close the valve after a minimum of one minute of pressure stabilization.
6. Gearbox input torque measurement shall be performed up to decompression of the
pressurized volume.
7. The highest value is recorded.
8. During valve closing, the body cavity shall be opened to allow water to overflow at
atmospheric pressure (if applicable to the valve design).
d. Acceptance:
1. Valve shall be operable without abnormal observation.
2. The measured torque results shall not exceed the manufacturers documented valve
torques.
3. Gearbox output torques shall be calculated using gearbox mechanical advantage ratio.
4. Calculated gearbox output torques shall be compared and correlated to the valve
torques.
5. Hand-wheel rim tangential force shall be calculated and checked complying with
5.13.
Page 49 of 94 S-562
November 2016
H.7 Drive Train Strength Test
H.7.1 General
Add Third Bullet to Read
The maximum operator torque.
H.8 Cavity Relief Testing
H.8.1 Frequency
Modify to Read
Testing frequency shall be in accordance with Table J.3.
H.8.2 Trunnion-mounted Ball Valves with Internal-relieving Seats

Modify to Read
H.8.2.1 Test Medium

a. Testing of cavity relief shall use:
1. Fresh water in accordance with 9.1 for QSL-2, QSL-3H.
2. Inert gas for QSL-2G, QSL-3, QSL-4.
H.8.2.2 Internal Relieving Seat Testing Using Fresh Water

a. The procedure for cavity-relief testing using fresh water shall be as follows:
2. Close the valve and allow water to overflow from the test connection at each end of
the valve.
3. Apply pressure to the valve cavity until one seat relieves the cavity pressure into the
valve end. Record this relief pressure.
4. For valve types with second-seat relief, continue to increase the pressure to the cavity
until the second seat relieves; record the relief pressure of the second seat.
H.8.2.3 Internal Relieving Seat Testing Using Inert Gas

a. The procedure for cavity-relief testing using inert gas shall be as follows:
1. The valve shall be drained off the hydrostatic test fluid and the inner parts shall be
fully dried prior to the start of the high-pressure gas testing.
2. Close the valve, each end of the valve shall be at atmospheric pressure.
3. Apply pressure to the valve cavity until one seat relieves the cavity pressure into the
valve end. Record this relief pressure.
4. For valve types with second-seat relief, continue to increase the pressure to the cavity
until the second seat relieves. Record the relief pressure of the second seat.
H.8.2.4 Acceptance Criteria

a. Valve cavity relief pressure shall not exceed the following:
1. Class 150: 100 psig (7 barg)
2. Class 300: 145 psig (10 barg)
Page 50 of 94 S-562
November 2016
3. Class 600/900: 220 psig (15 barg)
4. Class 1500: 360 psig (25 barg)
5. Class 2500: 435 psig (30 barg)
H.9 Double Block and Bleed (DBB) Valves
H.9.1 General
Add
a. The valve shall be isolated from the supply pressure source during pressure testing.
b. The pressure shall be stabilized prior to start of pressure testing duration.
c. The valve shall be drained off the hydrostatic test fluid and the inner parts shall be fully
dried prior to the start of the high-pressure gas testing.
H.9.2 Acceptance
Modify to Read
For soft-seated and metal-seated valves, leakage rates shall conform to values specified in
Table 14.
H.11 Double Isolation and Bleed DIB-2 (One Seat Unidirectional and One Seat
Bidirectional)
H.11.1 General
Add
Testing as described in API 6D section H.11 and H.12 shall be included for all valves.
H.11.2 Acceptance
Modify to Read
Allowable leakage rate during the hydrostatic seat test shall conform to values specified in
Table 14.
Page 51 of 94 S-562
November 2016
Annex J
(normative)
Quality Specification Level (QSL) for Pipeline Valves
J.2 Specification of Quality Levels for NDE
Modify Paragraph to Read

Table J.1 specifies NDE requirements by inspection code for QSL-1, QSL-2, QSL-3 and QSL-4. These requirements vary by the type of raw material for
the item being inspected. Table J.2 specifies the extent, method, and acceptance criteria for the various inspection codes used in Table J.1.
Page 52 of 94 S-562
November 2016
Modify Table to Read
Table J.1 - NDE Requirements
Part QSL-1 QSL-2 QSL-3 QSL-4

Cast Forged Plate Cast Forged Plate Cast Forged Plate Cast Forged Plate
Body or closures and VT1 VT2 VT2 VT1 and VT2 and VT2 and VT1 and
VT1 and VT2 and VT2 and VT2 and
end connections or RT1 a and MT1i or MT1i or a RT1a f and
i i i RT1 and UT2 and VT2 and UT2 and UT2 and
bonnet or cover or MT1 or PT1 PT1 UT1 and
MT1i or MT1i or UT2 MT1 or MT1 or
gland housing g PT1 i i MT1 or
PT1 PT1 PT1 PT1
PT1
Welding ends b VT1 and VT2 and VT2 and VT1 and VT2 and VT2 and VT1 and VT1 and
RT1i or UT2i UT2i RT1i or UT2i and UT2i and RT3 or VT2 and VT2 and RT3 or VT2 and VT2 and
i i i i
UT4 UT4 and MT1 or MT1 or UT4 UT2 and UT2 and UT4 UT2 and UT2 and
i
MT1 or PT1i PT1i and MT1 or MT1 or and MT1 or MT1 or
i
PT1 MT1 or PT1 PT1 MT1 or PT1 PT1
PT1 PT1
Stem or shaft c g N/A VT2 N/A N/A VT2 N/A VT2 and VT2 and
UT2 and
N/A MT1 or N/A N/A N/A
MT1 or
PT1 PT1
Trunnion d g VT1 VT2 VT2 VT1 VT2 VT2 VT1 and VT2 and VT2 and
VT2 and VT2 and
or Trunnion/bearing i i UT1 and UT2 and UT2 and
VT1 MT1 or MT1 or
plates MT1 or MT1 or MT1 or
PT1 i PT1 i
PT1 PT1 PT1
Bolting pressure N/A VT2 N/A N/A VT2 N/A VT2 and VT2 and
containing N/A MT1i or N/A N/A MT1 or N/A
PT1i PT1
Ball c VT1 VT2 VT2 VT1 VT2 VT2 VT1 and VT2 and VT1 and VT2 and VT2 and
i i
MT1 or MT1 or VT2 MT1 or MT1 or MT1 or
PT1i PT1i PT1 PT1 PT1
Seat rings c g VT1 and VT2 and VT2 and VT1 and VT2 and VT2 and
i i i
VT1 VT2 VT2 VT1 VT2 VT2 MT1 or MT1 or MT1 or MT1 or MT1 or MT1 or
PT1i PT1i PT1i PT1 PT1 PT1
Corrosion-resistant VT3 and PT1 VT3 and PT1 VT3 and UT3 h and PT1 VT3 and UT3 and PT1
overlay
Seals gaskets VT4 VT4
Page 53 of 94 S-562
November 2016
Part QSL-1 QSL-2 QSL-3 QSL-4
Cast Forged Plate Cast Forged Plate Cast Forged Plate Cast Forged Plate
Seat springs VT4 VT4
Pressure-containing VT3 and RT2 or UT3 VT3 and RT2 and MT1 or PT1 or
welds VT3 and UT3 and MT1 or PT1
Reinforcement and VT3 VT3
stiffening welds
Fillet and attachment VT3 VT3 and MT1 or PT1
welds to pressure-
containing parts
Pipe pup to valve VT3 VT3 and RT2 and MT1 or PT1
welds or pipe pups e
Plating VT4 VT4
Hard facing VT4 VT4 and PT1
Sealing surfaces - VT4 and MT2 or PT2
General Notes:
1. See API 6D Table J.2 for specification of the examinations referred to in this table.
2. N/A means that the manufacturer is not allowed to use this material form for that specific part.
3. All the NDE activities listed above for a specific product form or forms shall be conducted.
Table Notes:
a. RT1 may be replaced by UT4 by agreement.
b. NDE back 2 in (50 mm) from weld end.
c. MT or PT to be performed prior to coating, plating, or overlay.
d. Trunnion may be pressure containing or pressure controlling, depending on design type. If the trunnion is a pressure-containing part, the requirements for body apply.
e. NDE requirements of pipe pups shall be established by agreement.
f. RT1 plus UT1 may be replaced by RT3.
g. Requirements for examination of bar material shall be as for forgings.
h. Machined surfaces only.
i. 5% or minimum (QSL-1 & 2) and 10% or minimum (QSL-3 & 4), 1 part per batch, per design, per size, per rating and per material to be examined. If defects outside acceptance criteria are detected,
two or more parts shall be tested, and if any of these two fails, all item represented shall be examined.
Page 54 of 94 S-562
November 2016
Add
a. Independent of the extent specified in Table J.1, the following NDE requirements shall apply for pilot cast of pressure-containing and pressure-
controlling parts:
1. Visual inspection according to VT1.
2. Volumetric inspection according to RT1. In addition to the areas defined by ASME B16.34 for special class valves, all pilot castings shall be
examined at abrupt changes in sections and at the junctions of risers, gates or feeders to the castings.
3. Surface inspection according to MT1 or PT1.
b. The pilot casting shall be carried out on materials as per Table J.5 with as-cast thickness and weight range as indicated in Table J.6 below:
Table J.5 - Material Groups
Material Type Material Grade

Carbon Steels As specified in Annex Q
Stainless steels other than duplex As specified in Annex Q
Duplex stainless steel As specified in Annex Q
Table J.6 - As-cast Weight/Thickness Range Classes
QSL level As-cast Thickness and Weight

< 2 in 2 in < 6 in 6 in < 8 in 8 in < 10 in 10 in
(< 50 mm) ( 50 mm) (< 150 mm) ( 150 mm) (< 200 mm) ( 200 mm) (< 250 mm) ( 250 mm)
< 500 lb < 500 lb 500 lb < 500 lb < 2500 lb < 2500 lb < 10000 lb 10000 lb
2500 lb 2500 lb 10000 lb 10000 lb
(< 225 kg) (< 225 kg) ( 225 kg < ( 225 kg < ( 1130 kg < ( 1130 kg < ( 4535 kg) ( 4535 kg)
1130 kg) 1130 kg) 4535 kg) 4535 kg)
QSL-1 Pilot casting
QSL-2 Pilot casting Pilot casting
QSL-3 & 4* Pilot casting Pilot casting Pilot casting Pilot casting
* Depending on criticality, Purchaser to specify on material data sheet that each casting shall be individually qualified.
c. Re-qualification of pilot casting shall be carried out whenever any of the original parameters qualified by the pilot casting are changed that affect
methoding, pattern changes, riser, feeding, gating, etc.
Page 55 of 94 S-562
November 2016
Table J.3 Additional Pressure Testing Requirements
Sequence Type Quality Specification Levels

QSL-1 QSL-2 QSL-2G QSL-3H QSL-3 QSL-4
1 Antistatic Testing One valve of One valve of each One valve of each Test per H5 Test per H5 Test per H5
per H.5 each unique unique unique
design/ size/ design/size/rating/ design/size/rating/m
rating/ material material to be aterial to be tested
to be tested tested per H.5 per H.5
per H.5
2 High-pressure Test per 9.3 Test per 9.3 Test per 9.3 2 tests required. 2 tests required. After 3 tests are required. Tests 1 and 3 shall
hydrostatic shell After 1st test 1st test reduce Reduce pressure to have test duration as
test @ 1.5 times reduce pressure to pressure to zero and zero between each specified in Table 5.
the rated zero and repeat repeat test. test. Test2shallhavean
pressure per 9.3. test. extendeddurationof
fourtimesthatstated
inTable5.
3 Torque test per None None None Test per H.6 on Test per H.6 on valve Test per H.6 on valve stem
H.6 @ 1.0 times valve stem stem
the rated
pressure per 9.4
@ the pressure
specified by the
purchaser.
4 High-pressure Test per 9.4 Test per 9.4 Test per 9.4 2 tests each seat 2 tests each seat 3 tests each seat is Tests 1 and 3 shall
hydrostatic seat required. After 1st required. After 1st required. Reduce have test duration as
test @ 1.1 times test, reduce test, reduce pressure pressure to zero specified in Table 6.
the rated pressure to zero to zero and cycle fully and cycle fully open Test 2 shall have an
pressure per 9.4. and cycle fully open open and fully closed and fully closed extended duration of
and fully closed and repeat test. after each test. four times that stated
and repeat test. in Table 6.
Page 56 of 94 S-562
November 2016
5 Functional test None Test per H.6 with Test per H.6 with Test per H.6 with Test per H.6 with Test per H.6 with lever/gearbox fitted
per H.6 with lever/gearbox lever/gearbox fitted lever/gearbox fitted lever/gearbox fitted
operator @ 1.0 fitted
times the rated
pressure 9.4 @
the pressure
specified by the
purchaser.
6 Seat cavity relief None One valve of each One valve of each Test per H.8 Test per H.8 Test per H.8
test per H.8 unique unique
design/size/rating/ design/size/rating/m
material to be aterial to be tested
tested per H.8 per H.8
7 Low-pressure None None None None 2 tests each seat 3 tests each seat is Tests 1 and 3 shall
pneumatic seat required. Reduce required. Reduce have test duration as
test @ 80 psi (6 pressure to zero and pressure to zero specified in Table 6.
bar) to 100 psi cycle valve fully open and cycle fully open Test 2 shall have an
(7 bar) per H.3.3 and fully closed and and fully closed extended duration of
Type II repeat test of each after each test. four times that stated
seat. in Table 6.
8 High-pressure None None Test each seat per None 2 tests each seat 3 tests each seat is Tests 1 and 3 shall
pneumatic seat H.4.3 required. After 1st required. Reduce have test duration as
test @ 1.1 times test, reduce pressure pressure to zero specified in Table
the rated to zero and cycle fully and cycle fully open H.1.
pressure per open and fully closed and fully closed Test 2 shall have an
H.4.3 and repeat test. after each test. extended duration of
four times that stated
in Table H.1.
9 Low-pressure Test each seat Test each seat Test each seat per 2 tests each seat 2 tests each seat 3 tests each seat is Tests 1 and 3 shall
pneumatic seat per H.3.3 Type per H.3.3 Type II H.3.3 Type II required. Reduce required. Reduce required. Reduce have test duration as
test @ 80 psi (6 II pressure to zero pressure to zero and pressure to zero specified in Table 6.
bar) to 100 psi and cycle valve cycle valve fully open and cycle fully open Test 2 shall have an
(7 bar) per H.3.3 fully open and fully and fully closed and and fully closed extended duration of
Type II closed and repeat repeat test of each after each test. four times that stated
test of each seat. seat. in Table 6.
Page 57 of 94 S-562
November 2016
10 High-pressure None None Test per H.4.2 None 2 tests required. After 3 tests are required. Tests 1 and 3 shall
pneumatic shell 1st test reduce Reduce pressure to have test duration as
test @ 1.1 times pressure to zero and zero between each specified in Table
the rated repeat test. test. H.1.
pressure per Test 2 shall have an
H.4.2 extended duration of
four times that stated
in Table H.1.
Pressure end thrust effect (end flanges):
QSL-1, QSL-2: According to table.
QSL-2G, QSL-3H, QSL-3 and QSL-4 shall be considered for all valves for pressure end thrust effect of end flanges.
2G - Designation used for gas test for QSL-2 valves.
3H - Designation used for hydrotest for QSL-3 valves.
Page 58 of 94 S-562
November 2016
Table J.4 - Documentation Requirements
Required Documentation to Be Sent with the Valve(s) Required Certificate Type Traceability API 6D clauses IOGP
QSL- QSL-4 Levels (2) Supplementary
1,2,3 clauses
(plus all of
(1) QSL-1,2,3)
1 Certificate of conformance to this specification. X 2.1 13.2
2 Hardness test report on metallic pressure-controlling parts X 3.1 I 6.1, Annex N, n)
3 Hardness test report on metallic pressure-containing parts X 3.1 I 6.1, Annex N, m)
4 Pressure test report (including pressure, test duration, test medium and X 3.1 13.1.h.3, Annex 13.2.b
acceptance criteria) including copy of chart recorder used on pressure test. N, v), I.2.2, I.2.4
5 Calibration certificates on pressure test equipment used (e.g. pressure gauges, X 3.1 13.1, f, 8, I.2.2.i,
transducers and chart recorders) I.2.3, Annex N, a)
6 Heat-treatment records including times and temperatures, e.g. charts. X 3.1 I 6.1, Annex N, o) 13.1.j.8
7 Metallic Material test reports on all pressure containing (body, bonnet, closures, X 3.1 3.2 I 6.1, 13.1.h.1, 13.1.j.6, 13.2.b
covers, bolting) and pressure controlling parts (obturator, seats, stems, Annex N, q)
trunnions).
8 For sour service valves, certificate of conformance to ANSI/NACE MR0175/ISO X 2.1 13.1.h.4, Annex X
15156 or NACE MR0103. N, b) c)
9 General arrangement drawings. X Annex N, I) 13.1.j.1
10 NDE records (metallic parts, welds, overlay cladding, hard facings, platings) X 3.1 I 13.1.g, Annex N, 13.1.j.9
r), s), t)
11 Cross-sectional assembly drawings with parts list and materials list X Annex N, e) 13.1.j.1
12 Installation, operation and maintenance instructions/manuals X Annex N, p) 13.1.j.5, 13.2.h.1
13 Hardness survey test report on pressure-containing and pressure-controlling X 3.1 3.2 I 7.4
welds in valves required to meet NACE MR0175/ISO 15156 (all parts) or NACE
MR0103.
14 Fire type-testing certification of the design. X 5.22, O.5, Annex
N, j)
15 Certificates of pressure-containing and pressure-controlling castings and X 3.1 3.2 I 7.5, 7.6, Annex N, 7.6, 13.1.j.7,
fabrication welds shall include weld repair data including extent of repairs, repair u), x), y) 13.2.e
weld maps, WPS, WPQ, PQR, post weld heat treatment and NDE following the
repair(s).
16 Non-conformance reports required to demonstrate the product non-compliance X 13.1.j.3
Page 59 of 94 S-562
November 2016
Required Documentation to Be Sent with the Valve(s) Required Certificate Type Traceability API 6D clauses IOGP
QSL- QSL-4 Levels (2) Supplementary
1,2,3 clauses
(plus all of
(1) QSL-1,2,3)
and acceptance by Purchaser.
17 Listing of applicable and authorized concessions, waivers and/or material X 13.1.j.4, 13.2.h.3
substitutions.
18 Manufacturers release note. X 13.2.h.2
19 Lifting points certification and Lifting handling Instructions. X 2.1 5.19
20 Painting/Coating Certification. X
21 Non-metallic materials shall have a certificate of compliance in conformance X 2.2 III
based on batch testing.
22 Metallic materials non-pressure containing and non-pressure controlling parts. X 2.2 II
23 Gearbox assembly X 2.2 II 5.18.6
Notes:
1. Certification types specified here conform to definitions specified in EN 10204 / ISO 10474.
2. Traceability Levels:
a. Level I - Full Traceability - Material is uniquely identified and its history tracked from manufacture through stockists (where applicable) to Supplier and to actual position on the equipment with specific
location defined on a material placement record. (The traceability to a specific location only applies to skids / packaged equipment, not to bulks).
b. Level II - Type Traceability - Manufacturer maintains a system to identify material throughout manufacture, with traceability to a material certificate.
c. Level III - Compliance Traceability - Supplier maintains a system of traceability that enables a Declaration of Compliance to be issued by the Manufacturer.
Page 60 of 94 S-562
November 2016
Annex O
(informative)
Purchasing Guidelines
O.4 Pigging
Add
NOTE 4 For pigging requirements, a DIB sealing arrangement employing metal seated ball
valves has been found to be more suitable (relative to soft-seated ball valves) for pig receivers.
Debris or solids may be encountered in receiver systems.
Add
O.9 Purchaser Option
a. Purchaser options specified in supplement S-562 are listed in Table O.9, which can assist
in preparing ball valve data sheet.
b. Table O.10 clearly defines requirements to be specified by Purchaser.
Page 61 of 94 S-562
November 2016
Table O.9 - Purchaser Option
Covered by S-562
Option-1 Option-2 Option-3 Option-4 Option-5 Option-6
Size NPS 2 - - - - -
(DN 50) to
NPS 60
(DN 1500)
Valve type DBB DIB-2 - - - -
Class Rating 150 300 600 900 1500 2500
Valve ends Flanged Weld end - - - -
Facing RF RTJ - - - -
Bore Full bore Reduced bore - - - -
Quality QSL-1 QSL-2 QSL-2G QSL-3 QSL-3H QSL-4
Specification
Level
Min. design -20 F (-29 C) 50 F - - - -
temperature (-46 C)
Max. design 302 F - - - - -
temperature (150 C)
Corrosion 0.118 in >0.118 in - - - -
Allowance (3 mm) (3 mm)
Service Sweet Mild sour High sour Seawater - -
Sour service Yes No - - - -
(NACE)
Design ASME B16.34 ASME VIII - - - -
Div.1 or Div.2
Body type Bolted Bolted Top entry - - -
2-piece, Side 3-piece, Side
entry entry
Drain and NPT NPT c/w seal Parallel thread Parallel thread NPT c/w 2 Parallel thread
vent weld c/w seal weld seals c/w 2 seals
connections
Bleed Yes No - - - -
connection
Injection Stem (if Seat (if Both (if - - -
points specified) specified) specified)
Equalizing Yes No - - - -
hole
Stem By bolting By non-bolting - - - -
retention
Operation Lever/Wrench Handwheel/ - - - -
Gearbox
Body material NTCS LTCS SS316 22Cr Duplex 25Cr Duplex
Seats Soft seat Metal seat - - - -
Seals O-ring Lip seal - - - -
Weld overlay SS316 Alloy 625 - - - -
Coating ENP TCC - - - -
Page 62 of 94 S-562
November 2016
Table O.10 - Purchaser Requirements
Part Requirements, where specified

Body PO, Annex Q and VDS
Bonnet/Adapter PO, Annex Q and VDS
Ball PO, Annex Q and VDS
Seat PO, Annex Q and VDS
Pup piece PO, VDS and Section 5.7.2
Soft seat insert PO, Annex Q, VDS and Section 5.26
Stem PO, Annex Q, VDS and Section 5.24
Trunnion Annex Q, VDS and Section 5.24
Trunnion plates Annex Q, VDS and Section 5.24
Spring Annex Q and VDS
Bearings Annex Q and VDS
Static seals Annex Q, VDS, and Sections 5.26, 5.27
Dynamic seals Annex Q, VDS and Sections 5.26, 5.27, 5.28
Fire seals VDS and Section 5.22
Anti-static device VDS and Section 5.23
Bolting Annex Q, VDS and Section 6.7
Bolt coating VDS and Section 6.7.1
Drain & Vent plugs VDS and Section 5.9, 6.9
Bleed connection VDS and Section 5.9, 6.9
Injection points VDS and Section 5.10, 6.9
Wrench/Lever PO, VDS and Section 5.13
Handwheel PO, VDS and Section 5.13
Gearbox PO, VDS and Section 5.18
Lifting lugs Section 5.19
Locking Section 5.14
Position indicator Section 5.16
Travel stops Section 5.17
Hard-facing Annex Q, VDS and TCC EDS
Weld-overlay PO, Annex Q, VDS and Section 6.11
Page 63 of 94 S-562
November 2016
Add
Annex P
(normative)
Load on Valves
a. This Annex provides bending moments and axial forces to be used for the design of valve
bodies in conformance to 5.1 and where the manufacturer has selected ASME VIII as the
design basis, which requires consideration for pipe loads, operating forces, etc.
Purchaser may specify alternative loads and forces for specific applications.
b. Design basis and assumptions:
1. The pipe is assumed to have a standard pipe outside diameter in conformance to
ASME B36.10.
2. Pipe bore is based on the full bore sizes in API 6D.
c. Bending moment:
1. The bending moment to be applied to the valve is considered to be 25% of the
moment that would produce onset of yielding in the outer fibres of the attached pipe,
and without axial force.
2. Torsion in the pipe is not considered.
d. Axial force:
1. The force to be applied to the valve is considered to be 25% of the axial force that
would produce onset of yield in the pipe section, and without any bending moment.
e. Moment and force are based on 25% of SMYS.
f. Design of reduced bore valves should be based on the larger size. For example, a
NPS 6 (DN 150) NPS 4 (DN 100) reduced bore valve should be based on the bending
moments and forces of NPS 6 (DN 150) valve.
g. Manufacturer should run 3 sets of calculations at rated pressure of valves:
1. Load case 1 for bending moment only.
2. Load case 2 for axial force only.
3. Load case 3 for 50% bending moment + 50% axial force.
h. Acceptance criteria:
1. Stresses shall be with in allowable limits of the design code.
2. Deflections shall not result in seal performance degradation, extrusion, pinching or
other effects that could reduce valve functionality.
i. Bending moment and axial force for pipe shall be calculated in accordance with equation
P.1 and P.2.
j. Bending moment values shall be in conformance to Table P.1.
k. Axial force values shall be in conformance to Table P.2.
Page 64 of 94 S-562
November 2016
Bending Moment (M):
M = 0.25 * I * SMYS (Eq. P.1)

(OD/2)
Where,
4 4
I = /64*(OD - ID )
SMYS = Specified minimum yield strength of pipe.
Axial force (F):
F = 0.25 * SMYS * A (Eq. P.2)

Where,
2 2
A = /4*(OD - ID )
Sample Calculation for bending moment and axial force based on 10NB class 1500
valve.
Pipe OD from ASME B36.10 = 10.75 in

Valve bore size from API 6D = 9.44 in
Minimum specified yield strength for A106 Gr.B = 36000 psi
4 4
I = /64*(OD - ID )
4
I = 266 in
2 2
A = /4*(OD - ID )
A = 20.8 in2
Bending moment (M) = 0.25 * I * SMYS

(OD/2)
= 37079 ft.lbf
Axial force (F) = 0.25 * SMYS * A

= 186956 lbf
Page 65 of 94 S-562
November 2016
Table P.1 Bending Moment
Nom OD Bore ID Moment Moment Bore ID Moment Moment Bore ID Moment Moment Bore ID Moment Moment
Size in (mm) in (mm) ft lbs N-m in (mm) ft lbs N-m in (mm) ft lbs N-m in (mm) ft lbs N-m
Class Class Class Class
150-600 900 1500 2500
2.375 1.94 1.94 1.94 1.69
2 547 742 547 742 547 742 734 994
(60) (49) (49) (49) (42)
2.875 2.44 2.44 2.44 2.06
2.5 842 1141 842 1141 842 1141 1289 1746
(73) (62) (62) (62) (52)
3.5 2.94 2.94 2.94 2.44
3 1585 2148 1585 2148 1585 2148 2411 3267
(89) (74) (74) (74) (62)
4.5 3.94 3.94 3.94 3.44
4 2767 3749 2767 3749 2767 3749 4418 5987
(114) (100) (100) (100) (87)
6.625 5.94 5.94 5.69 5.19
6 7574 10262 7574 10262 9760 13225 13346 18084
(168) (150) (150) (144) (131)
8.625 7.94 7.94 7.56 7.06
8 13313 18039 13313 18039 19357 26229 26034 35276
(219) (201) (201) (192) (179)
10.75 9.94 9.94 9.44 8.81
10 24607 33342 24607 33342 37079 50242 50209 68033
(273) (252) (252) (239) (223)
12.75 11.94 11.94 11.31 10.44
12 35240 47750 35240 47750 58120 78752 84009 113832
(324) (303) (303) (287) (265)
14 13.19 12.69 12.44
14 42855 58068 65655 88962 76089 103100 - - -
(355) (334) (322) (315)
16 15.19 14.69 14.19
16 56589 76679 87290 118278 115010 155839 - - -
(406) (385) (373) (360)
18 17.19 16.69 16.00
18 72232 97875 112011 151775 161334 218607 - - -
(457) (436) (423) (406)
20 19.19 18.56 17.88
20 89784 121657 152188 206215 212777 288313 - - -
(508) (487) (471) (454)
22 21.19 20.56 19.69
22 109244 148025 185983 252007 280962 380703 - - -
(558) (538) (522) (500)
24 23.19 22.44 21.50
24 130612 176979 239945 325125 362329 490956 - - -
(609) (589) (570) (546)
Page 66 of 94 S-562
November 2016
Table P.2 Axial Force
Nom OD Bore ID Force Force Bore ID Force Force Bore ID Force Force Bore ID Force Force
Size in (mm) in (mm) lbs N in (mm) lbs N in (mm) lbs N in (mm) lbs N
Class Class Class Class
150-600 900 1500 2500
2.375 1.94 1.94 1.94 1.69
2 13268 59042 13268 59042 13268 59042 19683 87588
(60) (49) (49) (49) (42)
2.875 2.44 2.44 2.44 2.06
2.5 16343 72725 16343 72725 16343 72725 28430 126514
(73) (62) (62) (62) (52)
3.5 2.94 2.94 2.94 2.44
3 25492 113440 25492 113440 25492 113440 44507 198054
(89) (74) (74) (74) (62)
4.5 3.94 3.94 3.94 3.44
4 33409 148670 33409 148670 33409 148670 59492 264740
(114) (100) (100) (100) (87)
6.625 5.94 5.94 5.69 5.19
6 60839 270736 60839 270736 81391 362192 119844 533308
(168) (150) (150) (144) (131)
8.625 7.94 7.94 7.56 7.06
8 80207 356923 80207 356923 121841 542194 173513 772131
(219) (201) (201) (192) (179)
10.75 9.94 9.94 9.44 8.81
10 118462 527154 118462 527154 186956 831955 268227 1193611
(273) (252) (252) (239) (223)
12.75 11.94 11.94 11.31 10.44
12 141364 629069 141364 629069 244901 1089809 378656 1685020
(324) (303) (303) (287) (265)
14 13.19 12.69 12.44
14 155678 692766 247145 1099796 291554 1297414 - - -
(355) (334) (322) (315)
16 15.19 14.69 14.19
16 178580 794681 284185 1264622 386255 1718835 - - -
(406) (385) (373) (360)
18 17.19 16.69 16.00
18 201482 896596 321224 1429447 480664 2138953 - - -
(457) (436) (423) (406)
20 19.19 18.56 17.88
20 224384 998511 392493 1746594 567647 2526028 - - -
(508) (487) (471) (454)
22 21.19 20.56 19.69
22 247287 1100425 433208 1927776 680732 3029258 - - -
(558) (538) (522) (500)
24 23.19 22.44 21.50
24 270189 1202340 512093 2278816 804051 3578029 - - -
(609) (589) (570) (546)
Page 67 of 94 S-562
November 2016
Annex Q
(informative)
Material Table for Valves
Q.1 General
a. This Annex provides preferred and acceptable component materials for the following basic materials:
1. Normal temperature carbon steel.
2. Low temperature carbon steel.
3. Low temperature carbon steel with cladding.
4. 316 stainless steel.
5. Duplex stainless steel.
6. Super duplex stainless steel.
b. Materials in this Annex are for sweet service, for sour service requirements refer to:
1. Clause 6.8.
2. Clause 5.27.1, Table 12 for elastomers.
Page 68 of 94 S-562
November 2016
NTCS LTCS
Basic Material
(-20F/-29C to 302F/150C) (-50F/-46C to 302F/150C)
Valve options to be specified by Purchaser:
- Service Sweet a) Sweet a)
- Valve trim Carbon Steel+ENPf) / Stainless Steel LTCS+ENPf) / Stainless Steel
- Corrosion Allowance 0.118 in (3 mm) / > 0.118 in (3 mm) 0.118 in (3 mm) / > 0.118 in (3 mm)
- Seat Sealing Soft (RPTFE/PEEK) / Metal (TCC) Soft (RPTFE/PEEK) / Metal (TCC)
- Seal O-rings (-20F/-29C) O-rings (-20F/-29C) / Lip Seals (-50F/-46C)
- CRA weld overlay b) c), d)
PC PR PW PC PR PW
Ball, Seat, Trunnion /

Seat sealing 600# j)

Seat sealing 300#
Seat sealing 300#

Valve parts:
Trunnion plates 8)
Trunnion plates 8)
Grouped as follows:
Body/Bonnet
Body/Bonnet
Seals 300#
Seals 600#
Seals 300#
Seals 600#
Bearings
Bearings
PC = Pressure-containing parts as defined by API 6D 3.1.31
Springs
Springs
Bolting
Bolting
Stem
Stem
PR = Pressure-controlling parts as defined by API 6D 3.1.32
PW = Process-wetted parts as defined by API 6D 3.1.33
excluding PC and PR
Material selection MDS Notes P=Preferred / A=Acceptable alternative P=Preferred / A=Acceptable alternative
A105N VC04 P Pf) Pf)
A182 F316/316L VS04 2) P P P P
A182 F51 VD14 A A A A
A182 F53/F55 VD14 A A
A216 WCB VC06 P Pf) Pf)
A216 WCC VC06 A Af)
A350 LF2 Class 1 VC14 A Ae)f) P Pf) Pf) Ae)
A350 LF6 Class 1 or 2 VC14 A A
A351 CF3M/CF8M VS06 P P
A352 LCC VC16 A Af) P Pf)
A995 Gr. 4A VD16 A A
A995 Gr. 6A VD16 A A
A182 F6A N/A Ag) A
A182 FXM-19 N/A A A
A276 316/316L VS04 P P
A276 UNS S32750 VD14
A479 F316/316L VS04 P P
A479 UNS S31803 VD14 A A
A479 UNS S32750 / UNS32760 VD14
A479 UNS S41000 N/A Ag)
A479 UNS S20910 XM-19 N/A A A
A564 Gr. 630 UNS S17400 (H1150M/H1150D) N/A 3) Ag) A Ag) A
A694 F52 VC24 Ae)f) Af) Ae)f)
A705 Gr. 630 UNS S17400 (H1150M/H1150D) N/A 3) Ag) A Ag) A
A29 AISI4140 VC24 Pf)
B564 UNS N06625 N/A A A A A
B637 UNS N07718 N/A A A
UNS N06625 N/A
UNS N07718 N/A h) P P
UNS N10276 N/A
UNS R30003 or UNS R30008 N/A h) P P
316 + PTFE N/A P P
625 + PTFE N/A Pf)
A193 B7 / A194 2H N/A P
A193 B7M / A194 2HM N/A P A
A193 B8M Class 1 / A194 8M / A194 8MA N/A
A193 B8M2 Class 2B / A194 8M / A194 8MA N/A
A193 B8M3 Class 2C / A194 8M / A194 8MA N/A
A193 B8MLCuNA / A194 Gr. 8MLCuNA N/A
A193 B8MLCuN-CLASS 1B / A194 Gr. 9CA N/A
A320 L43 / A194 7 VC19 i) A A
A320 L7 / A194 7 VC19 i) A P
A320 L7M / A194 7M VC19 i) A P
A453 Gr. 660 Class D VN19 4)
A962 and API STD 6ACRA UNS N07718 VN19 4)
F467/468 UNS N06625 VN19 4)
A1082 UNS S32750, S32760 VD19 4)
RPTFE / PCTFE N/A P P
PEEK N/A j) P P
Tungsten Carbide Coating TCC 5) P P P P
FKM LT RGD N/A P P
FKM LT RGD + Back-up rings both sides (RPTFE or PEEK) N/A P P
HNBR RGD N/A P P
HNBR RGD + Back-up rings both sides (RPTFE or PEEK) N/A P P
PTFE Lip Seal + Elgiloy Spring + Anti Collapse N/A P P
V-packing (chevron) seals N/A A A
Page 69 of 94 S-562
November 2016
LTCS + Clad (4") SS316

Basic Material
(-50F/-46C to 302F/150C) (-50F/-46C to 302F/150C)
- Service Sweet a) Sweet a)
- Valve trim Stainless Steel Stainless Steel
- Corrosion Allowance N/A N/A
- Seal O-rings (-20F/-29C) / Lip Seals (-50F/-46C) O-rings (-20F/-29C) / Lip Seals (-50F/-46C)
- CRA weld overlay 1) N/A
PC PR PW PC PR PW


Seat sealing 300#
Seat sealing 300#

Valve parts:
Trunnion plates 8)
Trunnion plates 8)
Grouped as follows:
Body/Bonnet
Body/Bonnet
Seals 300#
Seals 600#
Seals 300#
Seals 600#
Bearings
Bearings
Springs
Springs
Bolting
Bolting
Stem
Stem
excluding PC and PR
A105N VC04
A182 F316/316L VS04 2) P P P
A182 F51 VD14 P A A
A182 F53/F55 VD14 P P A
A216 WCB VC06
A216 WCC VC06
A350 LF2 Class 1 VC14 P Pe) Ae)
A350 LF6 Class 1 or 2 VC14 A
A351 CF3M/CF8M VS06 P P
A352 LCC VC16 A
A995 Gr. 4A VD16 P A
A995 Gr. 6A VD16 P A
A182 F6A N/A
A182 FXM-19 N/A A A
A276 316/316L VS04 P
A276 UNS S32750 VD14 P
A479 F316/316L VS04 P
A479 UNS S31803 VD14 A
A479 UNS S32750 / UNS32760 VD14 P
A479 UNS S41000 N/A
A479 UNS S20910 XM-19 N/A A
A564 Gr. 630 UNS S17400 (H1150M/H1150D) N/A 3) A A
e)
A694 F52 VC24 P Ae)
A694 F60 VC24 Pe) Ae)
A694 F65 VC24 Pe) Ae)
A705 Gr. 630 UNS S17400 (H1150M/H1150D) N/A 3) A A
A29 AISI4140 VC24
B564 UNS N06625 N/A A A A A
B637 UNS N07718 N/A A A A
UNS N06625 N/A
UNS N10276 N/A
316 + PTFE N/A P
625 + PTFE N/A P P
A193 B7 / A194 2H N/A
A193 B7M / A194 2HM N/A A
A193 B8M Class 1 / A194 8M / A194 8MA N/A P
A193 B8M Class 2 / A194 8M / A194 8MA N/A P
A193 B8M2 Class 2B / A194 8M / A194 8MA N/A P
A193 B8M3 Class 2C / A194 8M / A194 8MA N/A P
A193 B8MLCuNA / A194 Gr. 8MLCuNA N/A A
A193 B8MLCuN-CLASS 1B / A194 Gr. 9CA N/A A
A320 L43 / A194 7 VC19 i)
A320 L7 / A194 7 VC19 i)
A320 L7M / A194 7M VC19 i) P
A453 Gr. 660 Class D VN19 4) A
A962 and API STD 6ACRA UNS N07718 VN19 4) A
F467/468 UNS N06625 VN19 4) A
A1082 UNS S32750, S32760 VD19 4)
PEEK N/A j) P P
FKM LT RGD N/A P P
HNBR RGD N/A P P
PTFE Lip Seal + Elgiloy Spring + Anti Collapse N/A P P P P
V-packing (chevron) seals N/A A A A A
Page 70 of 94 S-562
November 2016
DSS SDSS
Basic Material
(-50F/-46C to 302F/150C) (-50F/-46C to 302F/150C)
- Service Sweet a) Seawater / Sweet a)
- Valve trim Stainless Steel Stainless Steel
- Corrosion Allowance N/A N/A
- Seal O-rings (-20F/-29C) / Lip Seals (-50F/-46C) O-rings (-20F/-29C) / Lip Seals (-50F/-46C)
- CRA weld overlay N/A N/A

PC PR PW PC PR PW


Seat sealing 300#
Seat sealing 300#

Valve parts:
Trunnion plates 8)
Trunnion plates 8)
Grouped as follows:
Body/Bonnet
Body/Bonnet
Seals 300#
Seals 600#
Seals 300#
Seals 600#
Bearings 7)
Bearings 7)
Springs 7)
Springs 7)
Bolting
Bolting
Stem
Stem
excluding PC and PR
A105N VC04
A182 F316/316L VS04 2)
A182 F51 VD14 P P P
A182 F53/F55 VD14 A A P P P
A216 WCB VC06
A216 WCC VC06
A350 LF2 Class 1 VC14 Ae) Ae)
A350 LF6 Class 1 or 2 VC14
A351 CF3M/CF8M VS06
A352 LCC VC16
A995 Gr. 4A VD16 P P
A995 Gr. 6A VD16 A P P
A182 F6A N/A
A182 FXM-19 N/A A
A276 316/316L VS04
A276 UNS S32750 VD14 A P
A479 F316/316L VS04
A479 UNS S31803 VD14 P
A479 UNS S32750 / UNS32760 VD14 A P
A479 UNS S41000 N/A
A479 UNS S20910 XM-19 N/A A
A564 Gr. 630 UNS S17400 (H1150M/H1150D) N/A 3)
A694 F52 VC24 Ae) Ae)
A694 F60 VC24 Ae) Ae)
A694 F65 VC24 Ae) Ae)
A705 Gr. 630 UNS S17400 (H1150M/H1150D) N/A 3)
A29 AISI4140 VC24
B564 UNS N06625 N/A A A A
B637 UNS N07718 N/A h) A A A A
UNS N06625 N/A P
UNS N07750 N/A h)
UNS N10276 N/A A
316 + PTFE N/A
625 + PTFE N/A P P
A193 B7 / A194 2H N/A 6)
A193 B7M / A194 2HM N/A 6)
A193 B8M2 Class 2B / A194 8M / A194 8MA N/A
A193 B8M3 Class 2C / A194 8M / A194 8MA N/A
A193 B8MLCuNA / A194 Gr. 8MLCuNA N/A P P
A193 B8MLCuN-CLASS 1B / A194 Gr. 9CA N/A P P
A320 L43 / A194 7 VC19 i) 6)
A320 L7 / A194 7 VC19 i) 6)
A320 L7M / A194 7M VC19 i) 6)
A453 Gr. 660 Class D VN19 4) A A
A962 and API STD 6ACRA UNS N07718 VN19 4) P P
F467/468 UNS N06625 VN19 4) P P
A1082 UNS S32750, S32760 VD19 4) A A
PEEK N/A j) P P
FKM LT RGD N/A P P
HNBR RGD N/A P P
PTFE Lip Seal + Elgiloy Spring + Anti Collapse N/A P P P P
V-packing (chevron) seals N/A A A A A
Page 71 of 94 S-562
November 2016
Notes:
Notes where options need to be specified by Purchaser:
a. For valves to be used in sour service, reference is made to API 6D Clause 6.8. For elastomer selection refer to Clause 5.27.1, Table 12.
b. Stainless Steel weld overlay on seal pockets and stem sealing areas as per API 6D Clause 7.2 for valve option with CA> 0.118 in (3 mm).
c. Alloy 625 weld overlay on seal pockets and stem sealing areas as per API 6D Clause 7.2 Class Fe 10 for valve option with CA> 0.118 in
(3 mm) or valve option with Lip Seals.
d. Alloy 625 weld overlay on all sealing areas as per agreement with Purchaser, per API 6D Clause 7.2 Class Fe 10 for valve option with SS trim.
e. For Stainless Steel trim option: Alloy 625 weld overlay as per API 6D Clause 7.2 Class Fe 10 for alternative LTCS ball option when specified
or agreed with Purchaser.
f. For valves specified with CS+ENP trim option only; CS internals with ENP in accordance with EDS ENP.
g. With ENP according to EDS ENP when specified by Purchaser.
h. Not applicable for seawater service.
i. MDS applicable if type 3.1 certificate is applicable.
j. Default is PEEK insert. Option with RPTFE in 600# to be specified by Purchaser.
Notes to highlight issues towards Manufacturer:
1. Full CRA weld overlay on all wetted body surfaces per API 6D Clause 7.2 Class Fe 10.
2. Dual certified materials 316/316L.
3. Charpy V-notch testing shall be carried out at -50F (-46C) or below and minimum average/single absorbed energy shall be 33 ft lb (45 J) /
26 ft lb (35 J).
4. Material reference for bolt and nut.
5. For valves specified with metal-to-metal seat sealing.
6. Galvanized bolt/nut selection for bolt size > 0.4 in (10 mm). For galvanizing reference is made to Clause 6.7.1.
7. Norsok M-650/ISO 17782 as referred in Clause 15.d not applicable for valve trim.
8. Material form for trunnion plate shall be cast, plate or forged.
Page 72 of 94 S-562
November 2016
Annex R
(normative)
Drive Train Design
a. The following section provides guidance on the general methods of design for establishing
tolerable torque of ball and drive train for some commonly used valve designs. The
sketches are provided to give a general calculation method, and are not intended to either:
1. Limit the design to those depicted.
2. Preclude the manufacturer offering an alternative design basis for Purchaser
consideration or approval.
Ds
A
Lk
C
Part A: Stem and key way - single key drive

Stem tensile yield = Sy
Key yield = Ky
Coupling yield = Cy
Second moment of stem = Js from cad, with one key way.
Max Stem torque = Ts = Sy x 0.577 x Js / (Ds/2)
Max key shear torque = Ks = 0.5 x Ky x B x Lk x (Ds/2)
Max key bearing torque = Kb = lesser of: Ky x Lk x A x (Ds/2 A/2) and Ky x Lk x C x (Ds/2 + C/2)
Max shaft bearing torque = Sy x Lk x A x (Ds/2 A/2)
Max coupling bearing torque = Cy x Lk x C x (Ds/2 + C/2)
Page 73 of 94 S-562
November 2016
Part B: Stem with 2 keys of equal length/geometry(1)
Coupling yield = Cy
Second moment of stem = Js from cad with 2 keyways.
Max Stem torque = Ts = Sy x 0.577 x Js / (Ds/2)
Max key shear torque = Ks = 0.5 x Ky x B x Lk x (Ds/2) / 2
Max key bearing torque = Kb = lesser of: Ky x Lk x A x (Ds/2 A/2) / 2 and Ky x Lk x C x (Ds/2 + C/2) / 2
Max shaft bearing torque = Sy x Lk x A x (Ds/2 A/2) / 2
Max coupling bearing torque = Cy x Lk x C x (Ds/2 + C/2) / 2
Note:
1. For valves with keys of unequal geometry, manufacturer may either use the design above on the basis of 2 keys of
the smaller geometry, or may modify the formulae to account for two different key sizes.
b. For designs where stem is retained by bonnet bolting the procedure A given below shall
be followed:
long bolts short bolts

Dowels
Page 74 of 94 S-562
November 2016
The total torque resistance is the sum of the torque resistance from bolts and dowels.
Number of long bolts = Nl
Number of short bolts = Ns
Number of dowels = Nd
Engagement of dowel I body = Edb
Engagement of dowel in bonnet = Edn
Engagement of dowel in top plate = Edt
PCD of short bolts = PCDs
PCD of long bolts = PCDl
PCD of dowels = PCDd
Root Area of short bolts = As
Root Area of long bolt = Al
Dowel diameter = dd
Diameter of bonnet to body seal = Db
Diameter of stem seal(s) = Ds
Bolt yield stress = By
Dowel yield stress = Dy
Bolt Preload Short bolts = Pls = 0.5 x By x As
Bolt Preload Long bolts = Plb = 0.5 x By x Al
Body yield stress = BBy
Bonnet yield stress = Bny
Top plate yield stress = Ty
Valve design pressure = P
Coefficient of friction = 0.2
2
Torque ability of short bolts = ((Pl x Ns) (P x /4 x Db )) x PCDs/2 x
2
Torque ability of long bolts = ((Pl x Nl) (P x /4 x Db )) x PCDl/2 x
Torque ability of dowels = lesser of:
Nd x /4 x dd2 x Dy x 0.5 x PCDd/2 (dowel in shear)
Nd x dd x Edb x Dy x PCDd/2 (bearing stress on dowel in body)
Nd x dd x Edn x Dy x PCDd/2 (bearing stress on dowel in bonnet)
Nd x dd x Edt x Dy x PCDd/2 (bearing stress on dowel in top plate)
Nd x dd x Edb x BBy x PCDd/2 (bearing stress in body due to dowel)
Nd x dd x Edn x BNy x PCDd/2 (bearing stress in bonnet due to dowel)
Nd x dd x Edt x Ty x PCDd/2 (bearing stress in top plate to dowel)
c. For designs where stem is not retained by bonnet bolting the procedure B given below
shall be followed:
Page 75 of 94 S-562
November 2016
The total torque resistance is the sum of the torque resistance from bolts and dowels.
Number of long bolts = Nl
Number of short bolts = Ns
Number of dowels = Nd
Engagement of dowel I body = Edb
Engagement of dowel in bonnet = Edn
Engagement of dowel in top plate = Edt
PCD of short bolts = PCDs
PCD of long bolts = PCDl
PCD of dowels = PCDd
Root Area of short bolts = As
Root Area of long bolt = Al
Dowel diameter = dd
Diameter of bonnet to body seal = Db
Diameter of stem seal(s) = Ds
Bolt yield stress = By
Bolt Preload Short bolts = Pls = 0.5 x By x As
Bolt Preload Long bolts = Plb = 0.5 x By x Al
Body yield stress = BBy
Bonnet yield stress = Bny
Top plate yield stress = Ty
Valve design pressure = P
Coefficient of friction = 0.2
Torque ability of short bolts = ((Pl x Ns) (P x /4 x (Db2 Ds2)) x PCDs/2 x
Torque ability of long bolts = ((Pl x Nl) (P x /4 x (Db2 - Ds2)) x PCDl/2 x
Torque ability of dowels = lesser of:
Nd x /4 x dd2 x Dy x 0.5 x PCDd/2 (dowel in shear)
Nd x dd x Edb x Dy x PCDd/2 (bearing stress on dowel in body)
Nd x dd x Edn x Dy x PCDd/2 (bearing stress on dowel in bonnet)
Nd x dd x Edt x Dy x PCDd/2 (bearing stress on dowel in top plate)
Nd x dd x Edb x BBy x PCDd/2 (bearing stress in body due to dowel)
Nd x dd x Edn x BNy x PCDd/2 (bearing stress in bonnet due to dowel)
Nd x dd x Edt x Ty x PCDd/2 (bearing stress in top plate to dowel)
Page 76 of 94 S-562
November 2016
Annex S
(normative)
Material and Element Data sheets
a. The material data sheets included in this annex are amendments to the referenced ASTM
product standards and clarify options and/or specify additional requirements to these
product standards.
b. The products shall be delivered in conformance to the ASTM product standard referenced
in the material data sheets including any optional and additional requirements specified
therein.
c. Unless otherwise specified in the material data sheets, all the requirements of the
referenced product standard shall apply.
d. The latest issue of the ASTM product reference standard shall apply unless a specific year
of issue is specified.
e. Where Annex Q references an ASTM grade but where there is no corresponding data sheet
in this annex, the material may be procured to the ASTM specification without additional
requirements.
f. Duplex and super duplex stainless steels that have been manufactured in accordance with
Norsok M-630 may continue to be used, provided they have been procured from a
manufacturer holding a valid Norsok M-650 QTR for the product form. This is to permit
the use of materials manufactured to current industry practice until the adoption of
ISO 17781 and ISO 17782.
g. Following numbering system applies for the material data sheets:
1. The first character V identifies that the material data sheet is applicable to valves.
2. The second character identifies the type of material as listed below:
a) C - Carbon steels
b) D - Ferritic/austenitic stainless steels
c) N - Nickel base alloys.
d) S - Austenitic stainless steels
3. The third character indicates if impact toughness testing is applicable to the material
with interpretation as below:
a) 0 - Impact testing is not applicable.
b) 1/2 - Impact testing is specified.
4. The fourth character applies to product code as listed below:
a) 4 - Forging
b) 6 - Casting
c) 7 - Bar
d) 9 - Fastener
Page 77 of 94 S-562
November 2016
Material Data Sheets
Material datasheets included below cover additional requirements for forgings, castings, bars,
studbolt and nuts used for valves.
MATERIAL DATA SHEET VC04
PRODUCT STANDARD GRADE SUPPL. REQ.
Forgings ASTM A105 S2, S4.2
Bars ASTM A696 C
1. CHEMICAL COMPOSITION C 0.23 %; S 0.020 %; P 0.025 %;
Supplementary requirement S4.2 shall apply with CE 0.43
2. MANUFACURING Components shall be made from forgings as defined in
METHOD ASTM A961/A788.
Where Section 6.4.1 permits the use of bar material for machining of
valve pressure-containing components, the following acceptable
alternatives to the above are permitted:
1) Hot-cold forged bar as defined in ASTM A788 supplied in final heat-
treated condition and certified to ASTM A105.
2) Hot rolled/wrought or cold finished bar supplied in heat-treated
condition and certified to ASTM A696 Grade C.
3. SAMPLING OF TEST For bars referenced in 2. above, the following test sampling shall apply
SPECIMENS dependent on outside diameter:
1) The mid-length of the axial tensile test specimens shall be positioned
at a distance equal to the bar outside diameter or minimum of 4 in
(100 mm), whichever is the greatest, from the end of the bar and the
centreline of the specimen shall be located at a minimum distance of
OD/4 from the surface.
2) The centreline of the tangential tensile test specimens shall be located
at a minimum distance of OD/4 from the surface and the mid-point of the
specimens at a minimum distance of OD/4 from the surface and the
mid-point of the specimens at a minimum of 4 in (100 mm) from the end
of the bar.
3) For bar with outside diameter < 4 in (100 mm):
a) One tensile test specimens shall be taken in axial direction of the
bar.
4) For bar with outside diameter 4 in (100 mm):
a) One tensile test specimen shall be taken in axial direction of the bar.
b) In addition one tensile test specimen shall be taken in tangential
direction of the bar; the centreline of the tensile test specimen shall be
located a minimum of 4 in (100 mm) from the end of the bar.
5) The specified minimum tensile strength properties of the referenced
product standard shall be fulfilled in both directions.
4. HEAT TREATMENT Normalized or normalized and tempered as a separate operation.
Page 78 of 94 S-562
November 2016
Castings ASTM A216 WCB, WCC ASTM A703 S14
1. CHEMICAL COMPOSITION C 0.23 %; S 0.020 %; P 0.025 %; CE 0.43
2. EXTENT OF TESTING One set of tensile tests is required for each melt and heat treatment
charge per (S14).
3. TEST SAMPLING For castings weighing 551 lb (250 kg) or more, the test blocks shall be
integrally cast or gated onto the casting and shall accompany the
castings through all heat treatment operations including any post weld
stress relieving.
Page 79 of 94 S-562
November 2016
PRODUCT STANDARD GRADE ACCEPTANCE SUPPL.
CLASS REQ.
Forgings ASTM A350 LF2 Class 1
LF6 Class 1 or 2
Bars ASTM A696 C
1. CHEMICAL C 0.23 %; S 0.020 %; P 0.025 %; CE 0.43.
COMPOSITION
2. MANUFACURING Components shall be made from forgings as defined in ASTM A961/A788.
METHOD Where Section 6.4.1 permits the use of bar material for machining of valve
pressure containing components, the following acceptable alternatives to the
above are permitted:
1) Hot-cold forged bar as defined in ASTM A788 supplied in final heat-treated
condition and certified to ASTM A350.
2) Hot rolled/wrought or cold finished bar supplied in heat-treated condition
and certified to ASTM A696 Grade C in the final heat-treated condition.
3. TEST SAMPLING For bars referenced in 2 above, the following sampling of test specimens
shall apply dependent on outside diameter:
1) The mid-length of the axial tensile and impact test specimens shall be
positioned at a distance equal to the bar outside diameter or minimum of
4 in (100 mm), whichever is the greatest, from the end of the bar, and the
centreline of the specimens shall be located at a minimum distance of OD/4
from the surface.
2) The centreline of the tangential tensile and impact test specimens shall be
located at a minimum distance of OD/4 from the surface and the mid-point of
the specimens at a minimum of 4 in (100 mm) from the end of the bar
3) The notch of the impact test specimens shall be located perpendicular to
the bar surface.
4) For bar with outside diameter < 2.4 in (60 mm):
a) One tensile and one set of impact test specimens shall be taken.
5) For bar with outside diameter 2.4 in (60 mm) OD < 4 in (100 mm):
a) One tensile and set of impact test specimens shall be taken in axial
direction of the bar.
b) In addition, one set of impact test specimens shall be taken in tangential
direction.
a) One tensile and set of impact test specimens shall be taken in axial
b) In addition one tensile test specimen and one set of impact test
specimens shall be taken in tangential direction of the bar.
Impact testing of bars and forgings shall be performed at a minimum
temperature of -50F (-46C) or lower if specified in the ASTM standard
specification for the specific grade. Acceptance criteria shall meet the
requirements of Section 6.6 in both directions.
4. HEAT TREATMENT Normalized or normalized and tempered or quench and tempered as a
separate operation.
During the heat treatment process, components shall be placed in such a
way as to ensure free circulation around each component including possible
quenching operation.
Page 80 of 94 S-562
November 2016
Castings ASTM A352 LCC ASTM A703 S14
1. CHEMICAL C 0.23 %; S 0.020 %; P 0.025 %; CE 0.43.
COMPOSITION
2. HEAT TREATMENT During the heat treatment process, components shall be placed in such a way
as to ensure free circulation around each component including possible
quenching operation.
3. EXTENT OF TESTING One set of tensile and impact tests is required for each melt and heat
treatment load (S14).
4. TEST SAMPLING Test blocks shall be integrally cast or gated onto the casting and shall
accompany the castings through all heat treatment operations including any
post weld stress relieving.
Thickness of the test block shall be equal to the thickest part of the casting
represented up to a maximum thickness of 4 in (100 mm). For flanged
components, the largest flange thickness is the ruling section.
Dimensions of test blocks and location of test specimens within the test blocks
are shown in figure below for integral and gated test block. The test
specimens shall be taken within the cross hatched area. Distance from end of
test specimen to end of test block shall minimum be T/4.
Impact testing shall be performed at a minimum temperature of -50F (-46C)

or lower if specified in the ASTM standard specification for the specific grade;
acceptance criteria shall comply with the requirements in Section 6.6.
Page 81 of 94 S-562
November 2016
CLASS REQ.
Studs and bolts ASTM A320 L7, L7M, L43
Nuts ASTM A194 7 or 7M S3, S4, S5
1. LOT DEFINITION Nuts to A194: Supplementary requirement S5. Control of product by heat
number shall apply.
2. THREADING Threads on studs and bolts should be made by cold rolling. Threads in nuts
shall be machined.
3. IMPACT TESTING Nuts to A194: Supplementary requirement S3. Low temperature
requirements for Grade 7 and Grade7M nuts shall apply.
4. PROOF LOAD Nuts to A194: Supplementary requirement S4. Proof load testing of large
TESTING nuts shall apply.
Page 82 of 94 S-562
November 2016
PRODUCT STANDARD GRADE ACCEPTANCE SUPPL. REQ.
CLASS
Forgings ASTM A694 F52, F60, F65
Bars ASTM A29 AISI 4140
1. CHEMICAL 1. Grades F52, F60 and F65: C 0.20 %; Mn = 0.90 - 1.60 %; Si = 0.10 - 0.35 %;
COMPOSITION S 0.020 %; P 0.025 %; Ti 0.05 %; Nb 0.04 %; Al 0.06 %; N 0.015 %;
(V + Nb + Ti) 0.10 %; CE(IIW) 0.43
2. Grade 4140: S 0.020 %; P 0.025 %;
2. MANUFACURING Components shall be made from forgings as defined in ASTM A961/A788.
METHOD Where Section 6.4.1 permits the use of bar material for machining of valve pressure
containing components, the following acceptable alternatives to the above are permitted:
1) Hot-cold forged bar as defined in ASTM A788 supplied in heat treated condition and
certified to ASTM A694 F52, F60 or F65 as appropriate.
2) Hot rolled/wrought or cold finished bar supplied in heat-treated condition and certified
to ASTM A29 Grade 4140 in the final heat-treated condition.
3. HEAT TREATMENT Grades F52, F60 and F65: For products delivered in quenched and tempered condition
the minimum tempering temperature shall be 1148 F (620C).
Grade 4140: For products delivered in quenched and tempered condition the minimum
tempering temperature shall be 1202 F (650C).
Components shall be placed in such a way as to ensure free circulation around each
component during the heat treatment process including quenching.
4. EXTENT OF TESTING A test lot shall not exceed 4409 lb (2000 kg) for forgings with as forged
weight 110 lb (50 kg), and 11023 lb (5000 kg) for forgings with as forged
weight > 110 lb (50 kg).
5. TEST SAMPLING For A694 Grades F52, F60 and F65, additional impact tests shall be taken using
specimens machined from material taken for tensile testing in accordance with
ASTM A694. Acceptance criteria shall comply with the requirements in Section 6.6
For bars referenced in 2. above, the following sampling of test specimens shall apply
dependent on outside diameter:
1) The mid-length of the axial tensile and impact test specimens shall be positioned at a
distance equal to the bar outside diameter or minimum of 4 in (100 mm), whichever is the
greatest, from the end of the bar, and the centreline of the specimens shall be located at
a minimum distance of OD/4 from the surface.
2) The centreline of the tangential tensile and impact test specimens shall be located at a
minimum distance of OD/4 from the surface and the mid-point of the specimens at a
minimum of 4 in (100mm) from the end of the bar
3) The notch of the impact test specimens shall be located perpendicular to the bar
surface.
4) For bar with outside diameter < 2.4 in (60 mm):
a) One tensile and one set of impact test specimens shall be taken in axial direction of
the bar.
5) For bar with outside diameter 2.4 in (60 mm) OD < 4 in (100 mm):
a) One tensile and set of impact test specimens shall be taken in axial direction of the
bar.
b) In addition, one set of impact test shall be taken in tangential direction.
a) One tensile and set of impact test specimens shall be taken in axial direction of the
bar.
b) In addition one tensile test specimen and one set of impact test specimens shall be
taken in tangential direction of the bar.
7) For ASTM A694 grades, the specified minimum tensile strength shall be fulfilled in
both directions. For A29 Grade 4140, minimum tensile test properties shall be
Reh 74695 psi (515 MPa), RM 100076 psi (690 MPa) and Elongation 15 % in both
directions.
8) Impact testing shall be performed at a minimum temperature of -50F (-46C) or lower
if specified in the ASTM standard specification for the specific grade, for pressure-
containing parts; specimen acceptance criteria shall comply with the requirements in
Section 6.6 in both directions.
Page 83 of 94 S-562
November 2016
MATERIAL DATA SHEET VD14
CLASS REQ.
Forgings ASTM A182 F51, UNS S31803
F60, UNS S32205
F53 UNS S32750
F55 UNS S32760
Bars ASTM A276 UNS S32205, UNS S32750
ASTM A479 UNS S31803, UNS S32205,
UNS S32750, UNS S32760
1. QUALIFICATION Manufacturers and the manufacturing process used for manufacturing of pressure containing
AND or pressure controlling parts to this specification shall be qualified in accordance with
MANUFACTURING ISO 17782 / NORSOK M-650.
Components shall be made from forgings as defined in ASTM A961/A788.
Where Section 6.4.1 permits the use of bar material for machining of valve pressure containing
components this is permitted provided the bars are manufactured and certified to the
requirement of this MDS and additional tensile and impact testing are carried out in
accordance with requirements in section 5 below.
2. CHEMICAL UNS S31803, F51: N = 0.14 0.20 %
COMPOSITION UNS S32750, UNS S32760, F53, F55: PREN 40
3. HEAT The components shall be solution annealed followed by water quenching.
TREATMENT Components shall be placed in such a way as to ensure free circulation of heating and cooling
media around each component during the heat treatment process including quenching.
4. EXTENT OF A test lot shall not exceed 4409 lb (2000 kg) for forgings with as forged weight 110 lb (50 kg),
TESTING and 11023 lb (5000 kg) for forgings with as forged weight > 110 lb (50 kg).
5. TEST One tensile, impact and corrosion test, and one microstructural examination shall be carried
SAMPLING out for each heat of steel and heat treatment lot in accordance with ISO 17781.
Tensile and impact testing of forgings
Forgings shall be tensile tested in accordance with, and meet the acceptance criteria of
ASTM A182. Impact testing shall be in accordance with ISO 17781.
Bars shall be tested in accordance with A276/A479 and as follows:
1) The mid-length of the axial tensile and impact test specimens shall be positioned at a
distance equal to the bar outside diameter or minimum of 4 in (100 mm), whichever is the
greatest, from the end of the bar, and the centreline of the specimens shall be located at a
minimum distance of OD/4 from the surface.
2) The centreline of the tangential tensile and impact test specimens shall be located at a
minimum distance of OD/4 from the surface and the mid-point of the specimens at a minimum
of 4 in (100 mm) from the end of the bar.
3) The notch of the impact test specimens shall be located perpendicular to the bar surface.
4) Bar outside diameter < 2.4 in (60 mm):
a) One tensile and set impact test specimens shall be taken in axial direction of the bar.
5) Bar outside diameter 2.4 in (60 mm) OD < 4 in (100 mm):
b) In addition, one set of impact test specimens shall be taken in tangential direction.
6) Bar outside diameter 4 in (100 mm):
b) In addition, one tensile test specimen and one set impact test specimens shall be taken
in
tangential direction of the bar.
The specified minimum tensile strength properties of the referenced product standard shall be
fulfilled in both directions. Impact test acceptance criteria for forgings and bars shall comply
with Section 6.6 in both directions.
Micrographic examination and corrosion testing
The test sampling, testing and acceptance criteria shall be in accordance with ISO 17781.
Existing raw materials that have been tested in accordance with the relevant Norsok M-630
data sheets are considered acceptable up until the formal issue and adoption of ISO 17781.
Page 84 of 94 S-562
November 2016

CLASS REQ.
Castings ASTM A995 4A (UNS J92205)
6A (UNS J93380)
1. QUALIFICATION AND Manufacturers and the manufacturing process used for manufacturing of
MANUFACTURING pressure containing or pressure controlling parts product to this specification
shall be qualified in accordance with ISO 17782 / NORSOK M-650.
2. HEAT TREATMENT The castings shall be solution annealed followed by water quenching.
Components shall be placed in such a way as to ensure free circulation of
heating and cooling media around each component during the heat treatment
process including quenching.
3. CHEMICAL Grade 4A: N = 0.14 - 0.30 %,
COMPOSITION Grade 6A: PREN 40
4. EXTENT OF TESTING A test lot shall not exceed 11023 lb (5000 kg) in weight.
5. TEST SAMPLING One tensile, impact and corrosion test, and one microstructural examination
shall be carried out for each heat of steel and heat treatment lot in
accordance with ISO 17781.
Tensile test:
Tensile testing and acceptance criteria shall be in accordance with
ASTM A995.
Micrographic examination and corrosion testing

The test sampling, testing and acceptance criteria shall be in accordance
with ISO 17781.
Impact testing
Test sampling and testing shall be in accordance with ISO 17781.
Acceptance criteria shall comply with Section 6.6.
Existing raw materials that have been tested in accordance with the relevant
Norsok M-630 data sheets are considered acceptable up until the formal
issue and adoption of ISO 17781.
Page 85 of 94 S-562
November 2016
PRODUCT STANDARD GRADE ACCEPTANCE SUPPL. REQ.
CLASS
Studs, bolts, nuts ASTM A1082 UNS S32750 2 in and under S5 & S6 (nuts only)
UNS S32760 - S5 & S6 (nuts only)
1. QUALIFICATION Manufacturers and the manufacturing process used for manufacturing of
bars used as pre-material for manufacture of studs, bolts and nuts product to
this specification shall be qualified in accordance with the requirements in
VD14.
Manufacturers and the manufacturing process for production of fasteners
that involves any further hot/cold working or heat treatment of bar pre-
material shall be qualified in accordance with ISO 17782/NORSOK M-650.
2. CHEMICAL PREN 40
COMPOSITION
3. MANUFACTURING The studs, bolts and nuts shall be made from bars manufactured in
PROCESS accordance with VD14. Any further cold/hot work or heat treatment of this bar
material as part of the manufacturing process shall be treated as a separate
operation requiring qualification to ISO 17782/NORSOK M-650.
Threads on studs and bolts should be made by cold rolling. Threads in nuts
shall be machined.
4. TEST SAMPLING Pre-bar material shall meet the requirements of VD14
Studs, bolts and nuts that have been further hot/cold worked or heat treated
during manufacture shall meet the specified properties in ASTM A1082 and
the following:
1) One tensile, impact, corrosion and hardness test, and one microstructural
examination shall be carried out for each heat of steel and heat treatment lot.
2) At least one nut per test lot shall be proof load tested to A1082 S5. The
load shall comply with that for A194 Grade 7M. For nuts with size 1 in
(M36) or above proof load testing may be replaced with cross section
hardness testing to A1082 S6 with a hardness range of 248-328HB/24-35
HRC.
3) Impact testing is required for bolt size in (M12) and above; for nuts the
testing shall be made from the bar pre-material.
4) Impact testing shall be performed in accordance with the requirements in
Section 6.6.
5. DIMENSIONAL Product dimensions shall be checked or controlled to an extent as specified
TOLERANCE by ASME B18.18 Category 2.
6. SURFACE FINISH All products shall be 100 % visually examined in all areas of threads, shanks,
and heads. Discontinuities shall comply with requirements specified in ASTM
F788 for bolts/studs and ASTM F812 for nuts.
Page 86 of 94 S-562
November 2016
MATERIAL DATA SHEET VN19
CLASS REQ.
Studs, bolt, screw, nut ASTM A453 660 Class D
ASTM F467/468 UNS N06625
ASTM A962 and UNS N07718 120K
API STD 6ACRA
1. MANUFACTURE Heat treatment shall be carried out after the final hot forming operation.
Headed bolts shall be forged.
Threads on studs and bolts should be made by cold rolling after precipitation
heat treatment (if applicable). Threads in nuts shall be machined.
2. EXTENT OF TESTING Bars: Each heat of material, size and heat treatment load/each 8 hours for
continuous furnace.
Fasteners and nuts heat treated after forming: Heat of material, size and heat
treatment load/each 8 hours for continuous furnace
3. TENSILE TESTING Grade 660 Class D: According to A453
Grade UNS N06625: According to F467/F468. For sizes above 1 in
(37,5 mm) in diameter the strength properties shall be agreed.
Grade UNS N07718: According to API 6ACRA Grade 120K
4. HARDNESS Grade 660 Class D: According to A453
Grade UNS N06625: According to F467/F468
Grade UNS N07718: According to API 6ACRA Grade 120K
5. PROOF LOAD Grade UNS N06625: According to ASTM F467.
TESTING Grade UNS N07718: Proof load testing shall be carried out in accordance
with ASTM F467. Acceptance criteria shall be Hex nut: minimum 150 ksi
(1034 MPa). Heavy hex nut: minimum 162 ksi (1120 MPa)
6. DIMENSIONAL Product dimensions shall be checked or controlled to an extent as specified
TOLERANCE by ASME B18.18 Category 2.
7. SURFACE FINISH All products shall be 100 % visually examined in all areas of threads, shanks,
and heads. Discontinuities shall comply with requirements specified in ASTM
F788 for bolts/studs and ASTM F812 for nuts.
Page 87 of 94 S-562
November 2016
MATERIAL DATA SHEET VS04
CLASS REQ.
Forgings ASTM A182 F316
Bars ASTM A276/479 316
1. CHEMICAL Carbon content shall be limited to maximum of 0,03 %.
COMPOSITION
2. MANUFACTURING Components shall be made from forgings as defined in ASTM A961/A788.
METHOD Where Section 6.4.1 permits the use of bar material for machining of valve
pressure containing components this are permitted provided additional
tensile testing are carried out in accordance with requirements in section 3
below.
3. SAMPLING OF TEST When valve pressure containing components are made by machining from
SPECIMENS forged or rolled bar. The following sampling of test specimens shall apply
dependent of outside diameter:
1) The mid-length of the axial tensile specimen shall be positioned at a
distance equal to the bar outside diameter or minimum of 4 in (100 mm),
whichever is the greatest, from the end of the bar, and the centreline of the
specimen shall be located at a minimum distance of OD/4 from the surface.
2) The centreline of the tangential tensile test specimens shall be located at a
minimum distance of OD/4 from the surface and the mid-point of the
specimens at a minimum of 4 in (100 mm) from the end of the bar.
3) Bar outside diameter < 4 in (100 mm):
a) One tensile test specimens shall be taken in axial direction of the bar.
4) Bar outside diameter 4 in (100 mm):
a) One tensile test specimen shall be taken in the axial direction.
b) In addition, one tensile test specimen shall be taken in the tangential
4. HEAT TREATMENT During heat treatment, components shall be placed in such a way as to
ensure free circulation around each component during the heat treatment
process including possible quenching operation.
Page 88 of 94 S-562
November 2016
MATERIAL DATA SHEET VS06
CLASS REQ.
Castings ASTM A351 CF3M
CF8M
1. EXTENT OF TESTING Tensile testing is required for each heat and heat treatment load including
any PWHT.
2. TEST SAMPLING For castings with weight, 551 lb (250 kg) or more the test blocks shall be
integrally cast or gated onto the casting and shall accompany the castings
through all heat treatment operations.
During any PWHT, the test block shall be tack welded onto the casting.
Page 89 of 94 S-562
November 2016
Element Data Sheets
Element data sheets included below cover additional requirements for valve trim materials and
special coating processes.
Page 90 of 94 S-562
November 2016
ELEMENT DATA SHEET TCC
Title: Hard facing by thermal spraying of Tungsten Carbide
1. SCOPE This data sheet specifies requirements to build-up hard facing coating by
thermal spraying of tungsten carbide on components for use within
pressure containing equipment.
2. PROCESS 1. General
The process type shall be of type High Velocity Oxygen Fuel (HVOF) or
equivalent process.
2. Coating composition
The coating shall be of cermet type based on Tungsten Carbide (WC)
and a metallic binder. The binder shall be based on Co and/or Ni which
shall be alloyed with Cr or Cr and Mo. Pure Co or Ni binders are not
accepted.
3. Coating thickness
The coating thickness after grinding and lapping shall be:
a) 0.006 in - 0.01 in (0.15 mm 0.25 mm);
b) maximum 0.016 in (0.40 mm) when specifically requested on the
valve data sheet.
4. Pre-treatment
The components shall be cleaned for removal of oil by a cleaning agent
(acetone or similar) before grit blasting with aluminium oxide. The surface
roughness before spraying shall be within the range 16 in - 32 in
(0.4 m - 0.8 m) Ra. All edges shall be chamfered or rounded.
Balls shall be spherical within 0.002 in (0.05 mm).
The components shall be at a temperature minimum 50 F (10 C) above
dew point and be immediately grit blasted in warm condition. Any oil, dust
or particles shall be removed by suitable means before spraying.
5. Thermal spraying
The component shall be coated immediately after grit blasting, while the
component still is at a temperature above the dew point.
All thermal spraying shall be carried out under optimal conditions and
accordance with established and qualified procedures to ensure that the
coating on all areas fulfil the specified requirements.
6. Sealing
All coated surfaces shall be sealed. The type of sealer shall be specified
in the procedure.
7. Finishing
All coated parts shall be ground and lapped to a mirror like finish and
maximum roughness of Ra = 6 in (0.15 m).
3. PROCEDURE 1. General
QUALIFICATION TESTING The thermal spray procedure shall be supported with a qualification test
and the following essential variables shall apply to each procedure:
a) the type of equipment used;
b) nozzle length;
c) fuel and gas flow rate, 5 %;
d) spray distance, 5 %;
e) spray rate, 5 %;
f) grade of powder;
g) powder supplier.
The procedure shall be re-qualified if any of the above is changed
outside given allowable range.
The qualification test shall be made at test samples of sufficient size for
extraction the required test specimens. Each procedure qualification shall
be tested as specified in the following clauses.
2. Bonding test
The bonding strength shall be tested in accordance with ASTM C633 or
ISO 4624. Not less than 3 specimens of a type shall be tested.
Page 91 of 94 S-562
November 2016
ELEMENT DATA SHEET TCC
Title: Hard facing by thermal spraying of Tungsten Carbide
Acceptance criteria: Minimum bond strength shall be
10000 psi (69 MPa).
3. Bending test
Three coupons, with size 0.8 in (20 mm) x 4 in (100 mm) x minimum
0.06 in (1.5 mm) shall be tested. The coupons shall be bent 90 over a
mandrel with diameter 1 in (25 mm).
Acceptance criteria: No spalling is acceptable. However, cracking in the
coating is acceptable.
4. Hardness test
A minimum of 3 indentations shall be made on a cross section for
metallographic examination.
Acceptance criteria: The average hardness shall be minimum
1050 HV0,3.
5. Porosity test
One piece shall be prepared for cross section metallographic
examination. An area of minimum 0.0016 in2 (1.0 mm2) shall be
examined.
Acceptance criteria: The porosity shall be less than 1 % by area.
6. Surface finish test
The surface thickness and roughness of the finished component shall be
tested.
Acceptance criteria: The roughness value shall be Ra 6 in (0.15 m).
Thickness shall comply with specified requirements.
4. PRODUCTION TESTING Finished polished hardfacing thickness and surface roughness of all
parts shall be tested and shall fulfil the requirements specified above.
Production testing shall be carried out on regular basis as minimum twice
per week and on every new batch of powder or on changing grade of
powder. The test shall be similar to a procedure qualification test and the
applicable testing shall consist of hardness and porosity test, ref. clause
3.3 and 3.4 above.
Page 92 of 94 S-562
November 2016
ELEMENT DATA SHEET ENP
Title: Electroless nickel plating
1. SCOPE This data sheet specifies options and additional requirements to the
reference standard for electroless nickel plating suitable for valve trim
components intended for severe service and wear applications.
2. REFERENCE STANDARD ASTM B733
The coating shall comply with type V (10% P), service condition SC4 and
heat treatment Class 2.
3. SURFACE PREPARATION The support surface shall be prepared by abrasive blasting to SA 3. The
roughness shall be:
a) For round shape surfaces: Rt 79 in (2 m) and Ra 16 in
(0.4 m).
b) For other surfaces: Rt 2360 in (60 m) and Ra 490 in (12.5 m).
4. PLATING PROCESS Stabilisers used in the plating bath shall be organic stabilisers and shall
be free of cadmium, bismuth and sulphur. Lead may be present but at a
maximum concentration 2 mg/kg (2 ppm by mass).
Peening shall not be applied.
5. POST HEAT TREATMENT The stress relieving heat treatment to Class 2 shall be applied in inert
atmosphere.
6. TEST SAMPLING Sampling for non-destructive testing shall be carried out in accordance
with ASTM B602, table 1, level I.
Sampling for destructive testing shall be carried out in accordance with
ASTM B602, table 4.
Test coupons of the base material plated simultaneously in the same
bath may be used as an alternative to testing of actual article to comply
with the required tests.
7. DESTRUCTIVE TESTING a) Hardness test
The hardness of the plating shall be measured using the Knoop method
in accordance with ASTM B578. The hardness shall be within the range
of 800 - 900 KH100.
b) Adhesion tests
To ensure satisfactory adhesion of the coating a bend tests to ASTM
B733 and B571 and an impact test to B733 shall be carried out.
c) Alloy composition
A chemical analysis shall be carried out to verify the composition of the
coating in accordance with the requirements of ASTM B733.
d) Porosity
A ferroxyl test to B733 shall be carried out. The coating shall be free of
pores, cracks or other through-thickness imperfections.
8. APPEARANCE, ADHESION Acceptance requirements for coating as applied to articles shall comply
AND THICKNESS TESTING with section 7 of ASTM B733. The sampling for testing shall be
developed in accordance with B733.
a) Appearance
All components shall be examined.
Coating shall be smooth, adherent and free from visible blisters, pits,
nodules, porosity and other defects. Slight discoloration resulting from
heat treatment shall not be cause for rejection.
b) Adhesion
The ENP adhesion shall be checked according to ASTM B733,
paragraph 9.4 using the impact test method. No flaking or blistering shall
be visible at a 10x magnification.
c) Thickness
Plating thickness shall be checked by the magnetic method as described
in ASTM B499 (this method is only suitable for use with magnetic
substrates).
Page 93 of 94 S-562
November 2016
Bibliography
Add
ASTM A193/A193M, Standard Specification for Alloy-Steel and Stainless Steel Bolting for High Temperature
or High Pressure Service and Other Special Purpose Applications.
ASTM A564/A564M, Standard Specification for Hot-Rolled and Cold-Finished Age-Hardening Stainless Steel
Bars and Shapes.
ASTM A705/A705M, Standard Specification for Age-Hardening Stainless Steel Forgings.
ASTM B564, Standard Specification for Nickel Alloy Forgings.
ASTM B637, Standard Specification for Precipitation-Hardening and Cold Worked Nickel Alloy Bars,
Forgings, and Forging Stock for Moderate or High Temperature Service.
Page 94 of 94 S-562
November 2016
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SPECIFICATION DECEMBER

IOGP welcomes feedback on our reports: [email protected]

These Terms and Conditions shall be governed by and construed in accordance

VERSION DATE AMENDMENTS

1.0 September 2016 First release - Draft

2.0 December 2016 Second release

Table 9 Pup lengths ......................................................................................................................16

Figure 6 - Valve orientation ..............................................................................................................14

Modify First Paragraph to Read

American Petroleum Institute (API)

American Society of Mechanical Engineers (ASME)

American Society for Testing and Materials (ASTM)

American Welding Society (AWS)

British Standards (BS)

International Organization for Standardization (ISO)

Society of Automotive Engineers (SAE)

3 Terms, Definitions, Acronyms, Abbreviations, Symbols, and Units

3.1 Terms and Definitions

3.1.31 pressure-containing parts

3.1.51 stroking temperature

3.1.52 Soft seat insert

3.1.54 standard pattern

3.2 Acronyms and Abbreviations

DSS Duplex stainless steel.

EDS Element data sheet.

ENP Electroless nickel plating.

FAT Factory acceptance testing.

FEPM Tetrafluoroethylene/propylene dipolymers.

FKM Fluorocarbon terpolymer.

HNBR Hydrogenated nitrile butadiene rubber.

HVOF High velocity oxy-fuel.

LTCS Low temperature carbon steel.

MDS Material data sheet.

MPQR Manufacturing procedure qualification record.

NPT National pipe taper.

NTCS Normal temperature carbon steel.

OEM Original equipment manufacturer.

QMS Quality management system.

QTR Qualification test records.

RPTFE Reinforced polytetrafluoroethylene.

RTJ Ring type joint.

SAE Society of automotive engineers.

SDSS Super duplex stainless steel.

TCC Tungsten carbide coating.

VDS Valve data sheet.

4.1 Valve Types

4.1.3 Ball valves

4.2 Valve Configurations

4.2.1 Full-opening Valves

4.2.2 Reduced-opening Valves

Figure 6 - Valve orientation

5.1 Design Standards and Calculations

Note: When valve design is based on ASME B16.34, ligament

3. Bolting design shall be consistent with the chosen design method.

5.2 Pressure and Temperature Rating

5.4 Face-to-face and End-to-end Dimensions

5.5 Valve Operation

5.7 Valve Ends

5.7.1 Flanged Ends

5.7.1.2 Offset of Aligned Flange Centrelines Lateral Alignment