Pressure Boundary Bolted Flange Joint Assembly AN AMERICAN NATIONAL STANDARD Pressure Boundary Bolted Flange Joint Assembly AN AMERICAN NATIONAL STANDARD � The American Society of � Mechanical Engineers Two Park Avenue • New York, NY • 10016 USA Date of Issuance: September 30, 2022 This Standard will be revised when the Society approves the issuance of a new edition. ASME issues written replies to inquiries concerning interpretations of technical aspects of this Standard. Interpretations are published on the Committee web page and under http://go.asme.org/lnterpsDatabase. Periodically certain actions of the ASME PCC Committee may be published as Cases. Cases are published on the ASME website under the PCC Committee Page at http://go.asme.org/PCCcommittee as they are issued. 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The proposed code or standard was made available for public review and comment, which provided an opportunity for additional public input from industry, academia, regulatory agencies, and the public-at-large. ASME does not "approve," "rate," or "endorse" any item, construction, proprietary device, or activity. ASME does not take any position with respect to the validity of any patent rights asserted in connection with any items mentioned in this document, and does not undertake to insure anyone utilizing a standard against liability for infringement of any applicable letters patent, nor does ASME assume any such liability. Users of a code or standard are expressly advised that determination of the validity of any such patent rights, and the risk of infringement of such rights, is entirely their own responsibility. Participation by federal agency representatives or persons affiliated with industry is not to be interpreted as government or industry endorsement of this code or standard. ASME accepts responsibility for only those interpretations of this document issued in accordance with the established ASME procedures and policies, which precludes the issuance of interpretations by individuals. No part of this document may be reproduced in any form, in an electronic retrieval system or otherwise, without the prior written permission of the publisher. The American Society of Mechanical Engineers Two Park Avenue, New York, NY 10016-5990 Copyright © 2022 by THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS All rights reserved Printed in U.S.A. CONTENTS Foreword ...................................................................... vii Committee Roster ................................................................ viii Correspondence With the PCC Committee ............................................... ix Summary of Changes .............................................................. xi Scope Introduction ......................................... Training and Qualification of Bolted Joint Assembly Personnel ..... Cleaning of Gasket Seating Surfaces of Flanges ................. Examination of Flange and Fastener Contact Surfaces ............ Alignment of Flange Joints ............................... Installation of Gasket ................................... Lubrication .......................................... Installation of Bolts .................................... Tightening Procedure ................................... Optional Practices ..................................... Joint Pressure and Tightness Testing ........................ Records ............................................. Joint Disassembly ...................................... References ............................................ 1 1 2 2 2 3 3 4 4 4 5 6 6 6 7 Definitions ........................................... 10 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Mandatory Appendix I . Nonmandatory Appendices A B c D E F G H . 15 24 25 26 31 34 48 49 51 52 56 58 . 59 Training and Qualification of Bolted Joint Assembly Personnel ..... Description of Common Terms ............................ Recommended Gasket Seating Surface Finish for Various Gasket Types Guidelines for Allowable Gasket Seating Surface Flatness and Defect Depth Flange Joint Alignment Guidelines .......................... Joint-Tightening Practices and Patterns ...................... Single-Stud Replacement ................................. Bolt Root and Tensile Stress Areas ......................... Interaction During Tightening ............................. Optional Practices for Flange Joint Assembly .................. Nut Factor Calculation of Target Torque ..................... ASME B16.5 Flange Bolting Information ..................... Washer Usage Guidance and Purchase Specifications for ThroughHardened Washers ................................... . . . . . . . . K L M . iii N 0 p Q R Definitions, Commentary, and Guidelines on the Reuse of Bolts ...... Assembly Bolt Stress Determination ......................... Troubleshooting Flange Joint Leakage ........................ Considerations for the Use of Powered Equipment ............... Assembly Records Management ............................ 64 66 82 93 99 Examples of Lubrication Application ......................... Flange Circumferential Variation Tolerance, Tl ................. Flange Radial Variation Tolerance, T2 ........................ Flange Surface Damage Assessment: Pits and Dents ............. . Flange Surface Damage Assessment: Scratches and Gouges ......... RTJ Gasket Seating Surface Assessment ....................... Centerline High/Low .................................... Excessive Spacing Gap ................................... Parallelism ........................................... Rotational Two-Hole ..................................... Pattern # 1 (Star Pattern): 24-Bolt Basic Example ................ Pattern #1 (Star Pattern): 24-Bolt Modified Star Example .......... Modified Star Pattern With Multiple Tools .................... . Pattern #2 (Quadrant Pattern) : 24-Bolt Examples .............. . Pattern #2 (Quadrant Pattern) : 24-Bolt Accelerated Cross Example .. . Pattern #3 (Circular Pattern) : 24-Bolt Example ................. Pattern #3 (Circular Pattern) : 24-Bolt Step-by-Step Example ...... . Pattern #3 (Simultaneous Multibolt Circular Pattern) : 24-Bolt Step-byStep Example (Two Tools) .............................. Example of Bolt Grouping for a 48-Bolt Flange .................. Tapered-Hub-Type Flange ................................. Slip-On-Type Flange ..................................... Lap Joint Flange ........................................ 24-Bolt, 24-Tool Example ................................. 24-Bolt, 50% (12-Tool) Example ............................ Example Long Assembly Record ............................ Example Short Assembly Record ............................ Example Medium-Length Assembly Record .................... Example Multi part Tear-Off Tag ............................ 5 27 28 29 29 30 32 32 32 33 38 39 40 41 44 45 46 47 54 87 87 88 96 97 100 101 102 103 Training Matrix ........................................ Training of Fundamentals Curriculum ........................ Piping Endorsement Curriculum ........................... . Powered-Equipment Endorsement Curriculum .................. Heat Exchanger Endorsement Curriculum ..................... Recommended Gasket Seating Surface Finish for Various Gasket Types Flange Seating Face Flatness Tolerances (Metric) ................ 16 18 20 21 21 25 27 Figures 8-1 D-2-1 D-2-2 D-3-1 D-3-2 D-4-1 E-2-1 E-2-2 E-2-3 E-2-4 F-6.1.1.2.1-1 F-6.1.1.2.2-1 F-6.1.1.2.2-2 F-6.1.2.1-1 F-6.1.2.2-1 F-6.1.3.1-1 F-6.1.3.2-1 F-6.1.3.3-1 J-5-1 P-4.6.1-1 P-4.6.2-1 P-4.6.3-1 Q-4.5-1 Q-4.5-2 R-2.2-1 R-2.2-2 R-2.2-3 R-2.2-4 Tables A-1.4-1 A-2.1-1 A-2.2-1 A-2.3-1 A-2.4-1 C-1 D-2-lM iv D-2-1 D-3-lM D-3-1 E-2-1 F-4-1 F-6.1.1.1-1 F-6.1.2.1.1-1 F-6.1.2.1.2-1 H-lM H-1 J-6-1 L-1 M-1.3-1 M-2.4-1 M-2.6.1-1 M-2.6.1-2 M-2.6.1-3 M-2.6.1-4 M-2.8.2-1 0-3.2-lM 0-3.2-1 0-4.1-lM 0-4.1-1 0-4.1-2M 0-4.1-2 0-4.1-3 0-4.1-4M 0-4.1-4 0-4.1-5 0-4.1-6M 0-4.1-6 0-4.1-7 0-4.2-1 0-4.2-2 Flange Seating Face Flatness Tolerances (U.S. Customary) .......... Allowable Defect Depth vs. Width Across Face (Metric) .......... . Allowable Defect Depth vs. Width Across Face (U.S. Customary) .... . Common Alignment Tolerances ............................. Example Tightening Practices Based on Service Application ....... . Star and Modified Star Pattern Sequencing .................... Quadrant Pattern Cross Sequence ........................... Quadrant Pattern Circular Sequence ......................... Bolt Root and Tensile Stress Areas (Metric Threads) ............. Bolt Root and Tensile Stress Areas (Inch Series) ................ Legacy Cross-Pattern Tightening Sequence and Bolt-Numbering System When Using a Single Tool ............................... ASME B16.5 Flange Bolting Information ...................... Recommended Washer Temperature Limits .................... Chemical Requirements .................................. Dimensional Requirements for Metric Washers ................. Dimensional Requirements for U.S. Customary Washers ........... Dimensional Tolerances for Metric Washers .................... Dimensional Tolerances for U.S. Customary Washers ............. Sampling ............................................. Reference Values (Target Torque Index) for Calculating Target Torque Values for Low-Alloy Steel Bolting Based on Unit Prestress of 1 MPa (Root Area) (Metric Series Threads) ....................... Reference Values (Target Torque Index) for Calculating Target Torque Values for Low-Alloy Steel Bolting Based on Unit Prestress of 1 ksi (Root Area) (Inch Series Threads) ............................. Pipe Wall Thickness Used for Following Tables (mm) ............. Pipe Wall Thickness Used for Following Tables (in.) .............. Bolt Stress Limit for SA-105 Steel Flanges Using Elastic-Plastic FEA (MPa) Bolt Stress Limit for SA-105 Steel Flanges Using Elastic-Plastic FEA (ksi) Flange Rotation for SA-105 Steel Flanges Loaded to Table 0-4.1-2M/Table 0-4.1-2 Bolt Stress Using Elastic-Plastic FEA (deg) ............. Bolt Stress Limit for SA-105 Steel Flanges Using Elastic Closed Form Analysis (MPa) ...................................... Bolt Stress Limit for SA-105 Steel Flanges Using Elastic Closed Form Analysis (ksi) ........................................ Flange Rotation for SA-105 Steel Flanges Loaded to Table 0-4.1-4M/Table 0-4.1-4 Bolt Stress Using Elastic Closed Form Analysis (deg) ..... Bolt Stress Limit for SA-182 F304 Steel Flanges Using Elastic-Plastic FEA (MPa) ............................................. Bolt Stress Limit for SA-182 F304 Steel Flanges Using Elastic-Plastic FEA (ksi) .............................................. Flange Rotation for SA-182 F304 Steel Flanges Loaded to Table 0-4.1-6M/ Table 0-4.1-6 Bolt Stress Using Elastic-Plastic FEA (deg) ........ Example Bolt Stress for SA-105 Steel Weld-Neck Flanges, SA-193 B7 Steel Bolts, and Spiral-Wound Gasket With Inner Ring (ksi) ......... . Example Assembly Bolt Torque for SA-105 Steel Weld-Neck Flanges, SA-193 B7 Steel Bolts, and Spiral-Wound Gasket With Inner Ring (ft-lb) v 27 28 28 33 35 36 42 43 49 50 55 58 59 61 62 62 63 63 63 71 72 73 73 74 74 75 76 76 77 78 78 79 80 81 P-5-1 P-5-2 P-5-3 P-5-4 P-5-5 Leak During Pressure Test ................................ Leak During Heat-Up or Initial Operation .................... . Leak Corresponding to Thermal or Pressure Upset ............... Leak After Long-Term Operation ........................... Leak During Shutdown . . 89 90 91 91 92 Sample Flange Joint Leak Report ........................... . 83 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Form P-3-1 vi FOREWORD ASME formed an Ad Hoc Task Group on Post Construction in 1993 in response to an increased need for recognized and generally accepted engineering standards for the inspection and maintenance of pressure equipment after it has been placed in service. At the recommendation of this task group, the Board on Pressure Technology Codes and Standards (BPTCS) formed the Post Construction Committee (PCC) in 1995. The scope of this committee was to develop and maintain standards addressing common issues and technologies related to post-construction activities and to work with other consensus committees in the development of separate, product-specific codes and standards addressing issues encountered after initial construction for equipment and piping covered by Pressure Technology Codes and Standards. The BPTCS covers nonnuclear boilers, pressure vessels (including heat exchangers), piping and piping compo­ nents, pipelines, and storage tanks. The PCC selects standards to be developed based on identified needs and the availability ofvolunteers. The PCC formed the Subcommittee on Inspection Planning and the Subcommittee on Flaw Evaluation in 1995. In 1998, a task group under the PCC began preparation of Guidelines for Pressure Boundary Bolted Flange Joint Assembly, and in 1999 the Subcom­ mittee on Repair and Testing was formed. Other topics are under consideration and may be developed into future guideline documents. The subcommittees were charged with preparing standards dealing with several aspects of the in-service inspection and maintenance of pressure equipment and piping. ASME PCC-1, Pressure Boundary Bolted Flange JointAssembly, is the standard for bolted flange joint assemblies. ASME PCC-3, Inspection Planning Using Risk-Based Methods, provides guidance on the preparation of a risk-based inspection plan. Imperfections found at any stage of assembly, installation, inspection, operation, or maintenance are then evaluated, when appropriate, using the procedures provided in AP! 579-1/ASME FFS-1, Fitness-for-Service. Guidance on repair procedures is provided in the appropriate portion of ASME PCC-2, Repair of Pressure Equipment and Piping. To provide all stakeholders involved in pressure equipment with a guide to identify publications related to pressure equipment integrity, ASME PTB-2, Guide to Life Cycle Manage­ ment of Pressure Equipment Integrity, has been prepared. None ofthese documents are Codes. They provide recognized and generally accepted good practices that may be used in conjunction with post-construction codes, such as AP! 5 10, AP! 570, and NBBI NB-23, and with jurisdictional require­ ments. This Standard uses the words "shall," "should," and "may" as follows: (a) "Shall" is used to denote a requirement. (b) "Should" is used to denote a recommendation. (c) "May" is used to denote permission, which is neither a requirement nor a recommendation. The first edition of ASME PCC-1 was approved for publication in 2000. The 2010 edition was approved by the American National Standards Institute (ANSI) as an American National Standard on January 14, 2010. The 2013 edition included many updates and a major new Appendix A titled "Training and Qualification ofBolted JointAssembly Personnel" and was approved by ANSI as an American National Standard on August 12, 2013. The 2019 edition contained a number of updates. The most notable of these updates were the removal of the reference torque tables (Tables lM and 1) for similar tables in Appendix 0 introducing the Target Torque Index and the insertion of a new Appendix Q titled "Consid­ erations for the Use of Powered Equipment." ASME PCC-1-2019 was approved by ANSI as an American National Standard on January 1 7, 2019. This 2022 edition is a major revision ofASME PCC-1. Requirements and recommendations have replaced the guidelines of previous editions. "Guidelines for" has been deleted from the title. The main text and many of the appendices have been revised in their entirety. ASME PCC-1-2022 was approved by ANSI as an American National Standard on August 18, 2022. vii ASME PRESSURE TECHNOLOGY POST-CONSTRUCTION COMMITTEE (The following is the roster of the Committee at the time of approval of this Standard.) STANDARDS COM M ITT E E OFFICE RS C. D. Rodery, Chair B. D. Ray, Vice Chair S. J. Rossi, Secretary STANDARDS COM M ITT E E P ERSONNEL S. J. Rossi, The American Society of Mechanical Engineers I. Roux, Roux Engineering C. W. Rowley, The Wesley Corp. J. Taagepera, Chevron Technical Center G. M. Tanner, M&M Engineering Associates K. Oyamada, Delegate, High Pressure Gas Safety Institute of japan T. Tahara, Delegate, T&T Technology C. D. Cowfer, Contributing Member, Consultant N. Faransso, Contributing Member, Faransso NDT Services K. Mokhtarian, Contributing Member, K. Mokhtarian Consulting, LLC J. R. Sims, Contributing Member, Becht Engineering Co., Inc. M. Boring, DNV GL W. Brown, Integrity Engineering Solutions S. Hamilton, Hex Technology B. F. Hantz, Valero Energy Corp. D. M. King, Furmanite America, Inc. D. E. Lay, D&S Lay, Inc. D. T. Peters, Structural Integrity Associates B. D. Ray, Marathon Petroleum Corp. J. T. Reynolds, Intertek/Moody S. C. Roberts, Shell Global Solutions US, Inc. C. D. Rodery, C&S Technology, LLC SU BCOMM ITTEE ON FLANG E JOINT ASSE M BLY S. Hamilton, Chair, Hex Technology C. D. Rodery, Vice Chair, C&S Technology, LLC C. Cary, Secretary, Consultant B. J. Barron, Newport News Shipbuilding W. Brown, Consultant M. Bush, Marathon Petroleum Corp. L. Carpenter, BP B. F. Hantz, Valero Energy Corp. D. E. Lay, D&S Lay, Inc. G. Milne, Flexitallic, Ltd. M. Ruffin, Chevron Energy Technology Co. K. Schupp, Methanex Corp. B. A. Thibodeaux, Citgo Petroleum Corp. D. Arnett, Contributing Member, ExxonMobil Research and Engineering B. Baird, Contributing Member, TEAM, Inc. J. Barnard, Contributing Member, Hydratight, Ltd. M. F. Dolan, Contributing Member, HYTORC Corp. M. Johnson, Contributing Member, Integra Services Technologies, Inc. J. R. Payne, Contributing Member, )PAC, Inc. A. Seijas, Contributing Member, Phillips 66 Co. J. Waterland, Contributing Member, VSP Technologies J. E. Batey, Honorary Member, Consultant viii CORRESPONDENCE WITH THE PCC COMMITTEE General. ASME Standards are developed and maintained with the intent to represent the consensus of concerned interests. As such, users of this Standard may interact with the Committee by requesting interpretations, proposing revisions or a case, and attending Committee meetings. Correspondence should be addressed to: Secretary, PCC Standards Committee The American Society of Mechanical Engineers Two Park Avenue New York, NY 100 16-5990 http://go.asme.org/Inquiry Proposing Revisions. Revisions are made periodically to the Standard to incorporate changes that appear necessary or desirable, as demonstrated by the experience gained from the application of the Standard. Approved revisions will be published periodically. The Committee welcomes proposals for revisions to this Standard. Such proposals should be as specific as possible, citing the paragraph number(s), the proposed wording, and a detailed description of the reasons for the proposal, including any pertinent documentation. Proposing a Case. Cases may be issued to provide alternative rules when justified, to permit early implementation of an approved revision when the need is urgent, or to provide rules not covered by existing provisions. Cases are effective immediately upon ASME approval and shall be posted on the ASME Committee web page. Requests for Cases shall provide a Statement of Need and Background Information. The request should identify the Standard and the paragraph, figure, or table number(s), and be written as a Question and Reply in the same format as existing Cases. Requests for Cases should also indicate the applicable edition(s) of the Standard to which the proposed Case applies. Interpretations. Upon request, the PCC Standards Committee will render an interpretation of any requirement of the Standard. Interpretations can only be rendered in response to a written request sentto the Secretary ofthe PCC Standards Committee. Requests for interpretation should preferably be submitted through the online Interpretation Submittal Form. The form is accessible at http://go.asme.org/InterpretationRequest. Upon submittal of the form, the Inquirer will receive an automatic e-mail confirming receipt. If the Inquirer is unable to use the online form, he/she may mail the request to the Secretary of the PCC Standards Committee at the above address. The request for an interpretation should be clear and unambiguous. It is further rec­ ommended that the Inquirer submit his/her request in the following format: Cite the applicable paragraph number( s) and the topic of the inquiry in one or two words. Cite the applicable edition of the Standard for which the interpretation is being requested. Phrase the question as a request for an interpretation of a specific requirement suitable for general understanding and use, not as a request for an approval of a proprietary design or situation. Please provide a condensed and precise question, composed in such a way that a "yes" or "no" reply is acceptable. Provide a proposed reply(ies) in the form of "Yes" or "No," with explanation as needed. If Proposed Reply(ies): entering replies to more than one question, please number the questions and replies. Background Information: Provide the Committee with any background information that will assist the Committee in understanding the inquiry. The Inquirer may also include any plans or drawings that are necessary to explain the question; however, they should not contain proprietary names or information. Subject: Edition: Question: ix Requests that are not in the format described above may be rewritten in the appropriate format by the Committee prior to being answered, which may inadvertently change the intent of the original request. Moreover, ASME does not act as a consultant for specific engineering problems or for the general application or understanding of the Standard requirements. If, based on the inquiry information submitted, it is the opinion of the Committee that the Inquirer should seek assistance, the inquiry will be returned with the recommendation that such assistance be obtained. ASME procedures provide for reconsideration of any interpretation when or if additional information that might affect an interpretation is available. Further, persons aggrieved by an interpretation may appeal to the cognizant ASME Committee or Subcommittee. ASME does not "approve," "certify," "rate," or "endorse" any item, construction, proprietary device, or activity. Attending Committee Meetings. The PCC Standards Committee regularly holds meetings and/or telephone confer­ ences that are open to the public. Persons wishing to attend any meeting and/ or telephone conference should contact the Secretary of the PCC Standards Committee. x ASME PCC-1-2022 SUMMARY OF CHANGES Following approval by the ASME PCC Committee and ASME, and after public review, ASME PCC-1-2022 was approved by the American National Standards Institute on August 18, 2022. In ASME PCC-1-2022, "Guidelines for" has been deleted from the title. The main text has been revised in its entirety. Appendices A through Q have been redesignated as "Nonmandatory." All figures, tables, and forms have been rede­ signated based on their parent paragraph. Cross-references have been updated. In addition, ASME PCC-1-2022 includes the following changes, identified by a margin note, (22). Page Location Change 10 15 24 25 Mandatory Appendix I Nonmandatory Appendix A Nonmandatory Appendix B Nonmandatory Appendix C 26 Nonmandatory Appendix D 31 34 48 49 51 52 56 59 61 64 65 66 66 67 67 67 68 68 69 69 71 72 82 Nonmandatory Appendix E Nonmandatory Appendix F Nonmandatory Appendix G Table H-1M Nonmandatory Appendix I Nonmandatory Appendix J Nonmandatory Appendix K M-1.1 M-2.10 N-1 N-4 0-1.1 0-1.3 0-2 0-3.1 0-3.2 0-4.1 0-4.2 0-4.3 0-5.1 Table 0-3.2-lM Table 0-3.2-1 Nonmandatory Appendix P Added Revised in its entirety Definitions moved to Mandatory Appendix I (1) "Contact surface" revised to "seating surface" throughout (2) In Table C-1, "Gasket Seating Surface Finish" column editorially revised (1) Title revised (2) Sections D-1 through D-3 revised Revised in its entirety Revised in its entirety Revised in its entirety Note (2) revised Deleted Revised in its entirety Revised in its entirety Last paragraph revised Added and former para. M-2.10 redesignated as M-2. 1 1 Revised Added Revised Definitions of Gw. and Go.o. revised Subparagraphs (b) through (d) revised First sentence revised Second and third paragraphs and eq. (0-3) revised Revised First paragraph and footnotes revised Revised Revised In General Note (b), cross-reference revised In General Note (b), cross-reference revised Revised in its entirety xi Page Location Change 96 99 Q-5 Nonmandatory Appendix R Added and former section Q-5 redesignated as Q-6 Added xii ASME PCC-1-2022 PRESSURE BOUNDARY BOLTED FLANGE JOINT ASSEMBLY features contained herein that are deemed suitable to the specific application under consideration. Alternative features and methods for specific applications may be used subject to endorsement by the owner. (b) User. The user is defined as any entity that applies the provisions of this Standard. The user could be the owner, owner's representative, manufacturer, fabricator, erector, or other contract personnel. The specific assign­ ment ofresponsibilities among these entities is outside the scope of this Standard. As a result, this Standard is silent when assigning specific provisions to a single entity. (c) Owner and Representative. Within the context of this Standard, "owner" and "representative" are defined as follows: owner: the person, partnership, organization, or business responsible for the leak tightness of BFJAs on their pres­ sure equipment. represen tative: a person, partnership, organization, or business designated by the owner to carry out selected responsibilities on the owner's behalf. 1 SCOPE This Standard covering bolted flange joint assemblies (BFJAs) applies to pressure-boundary flange joints with ring-type gaskets that are entirely within the circle enclosed by the bolt holes and with no contact outside this circle. 1 The principles of this Standard may be selec­ tively applied to other joint geometries. By selecting those features suitable to the specific service or need, this Stan­ dard may be used to develop effective j oint assembly procedures for the broad range of sizes and service con­ ditions normally encountered in industry. Users [see para. 2 (b)] of this Standard are cautioned that the content contained in ASME PCC-1 has been devel­ oped generically and may not necessarily be suitable for all applications. Precautionary considerations are provided in some cases but should not be considered as all-inclu­ sive. Sound engineering judgment and practices should be used to determine the applicability of a specific method or part of a method to a specific application. Each j oint assembly procedure should be subject to an appropriate review by qualified personnel. While this Standard covers joint assembly within the scope of ASME Pressure Tech­ nology Codes and Standards, it may be used on equipment constructed in accordance with other codes and stan­ dards. Guidance on troubleshooting BFJAs not providing leak­ tight performance is also provided in this Standard (see Nonmandatory Appendix P). (d) Responsibilities (1) Owner. The owner is responsible for establishing the requirements for assembly, examination, inspection, and testing of BFJAs on their pressure equipment. The owner may designate a representative to carry out selected responsibilities in establishing such require­ ments; however, the owner retains ultimate responsibility for the actions of the representative. NOTE: Within the context of this Standard, the term "owner" includes the owner and the owner's representative, as recorded in either the contract documents or the written assembly proce­ dures [see para. 13(a)]. 2 I NTRODUCTION (a) In tent. A BFJA is a complex mechanical device; therefore, BFJAs that provide leak-free service result from many selections and activities having been made and performed within a relatively narrow band of accept­ able limits. One of the activities essential to leak-free performance is the joint assembly process. The content outlined in this Standard covers the assembly elements essential for a high level of leak-tightness integrity of otherwise properly designed and constructed BFJAs. Users should develop written assembly procedures based on the owner's requirements, incorporating the (2) Assemb ler. The assembler ( s e e Mandatory Appendix I) of piping, pipelines, or equipment containing BFJAs is responsible for providing workmanship in conformance to the requirements of the assembly proce­ dure. (e) Organization ofThis Standard. The main body ofthis Standard covers the following topic areas associated with the BFJA assembly process: (1) scope and introduction (2) training a n d qualification of bolted j oint assembly personnel (3) cleaning of gasket seating surfaces of flanges 1 Rules for the design of bolted flanges with ring-type gaskets are covered in ASME Boiler and Pressure Vessel Code (ASME BPVC), Section Vlll, Division 1, Mandatory Appendix 2. See also ASME BPVC, Section Vlll, Division 1, Nonmandatory Appendix S for supplementary considerations for bolted flanges that are helpful to the designer of Mandatory Appendix 2 flanges. 1 ASME PCC-1-2022 (a) Remove all debris and residual material from the previous gasket installation fro m the gasket seating surfaces. (4) examination of flange and fastener seating surfaces (including flange surface finish and flatness, fastener contact surfaces, and the washers' bearing surfaces) (SJ alignment of flange joints (6) installation of gasket (7) lubrication (8) installation of bolts (9) tightening procedure (1 0) optional practices (1 1) joint pressure and tightness testing (12) records (13) joint disassembly (f] Use of "Approved Disposition." When used in this Standard, the phrase "approved disposition" refers to a decision on actions to address a nonconforming condition, specified by the person having authority (typically the owner or the owner's representative). (g) Use of "Approved." The term "approved" refers to a selection made by the owner or the owner's representa­ tive as being suitable for the application under considera­ tion. Where the phrases in (f) and (g) are used, they will generally be accompanied by the relevant references from which additional guidance may be obtained. the gasket type (see Nonmandatory Appendix C) (2) acceptable limits on gasket seating surface imperfections and their locations (see Nonmandatory Appendix D, sections D-3 and D-4) 3 TRAI N I N G AN D QUALI FICATION OF BOLTED JOI NT ASSEMBLY PERSO N N EL NOTE: If machining or weld repair of imperfections is required [see (a)(2)], see ASME PCC-2, Article 305 for repair considera­ tions. NOTE: Ifthe replacement gasket is a flexible graphite-clad gasket or a spiral-wound gasket with flexible graphite filler, residual flexible graphite from the previous gasket may remain in the surface-finish grooves. (b) Avoid surface contamination and damage to the existing surface finish. (1) Use approved solvents and soft wire brushes. (2) Do not use carbon steel brushes on stainless steel flanges. 5 EXAMI NATION OF FLANGE AN D FASTENER CONTACT SURFACES 5.1 Examination of Gasket Seating Surfaces for Su rface Finish (a) Site assembly guidance should specify (1) acceptable gasket contact surface finish based on (b) The following instructions should be included in the assembly procedure: (1) Examine the gasket seating surfaces of both mating flanges for conformance to the acceptable surface-finish criteria and damage such as scratches, nicks, gouges, and burrs. (2) Report any nonconforming imperfections for approved disposition. Employers of bolted joint assembly personnel have the responsibility to provide, or arrange to have provided, an appropriate training and qualification program in accor­ dance with N onmandatory Appendix A. If alternative solu­ tions that meet the intent of this Standard are used, they shall b e properly justified and documented in the employer's training and qualification program. The technical classifications and topic of understanding for each classification are included in Nonmandatory Appendix A. These classifications and topics are intended to identify and give names to the skill sets normally asso­ ciated with the various levels of work required by assem­ blers. Assigning titles to these industry-wide skill sets stan­ dardizes expectations of competency for users, contrac­ tors, labor suppliers, unions, assembly personnel, and third parties. These titles also represent specific training objectives. NOTES: (1) Indications running radially across the facing are of partic­ ular concern. (2) It is recommended that surface finish comparator gauges be available to joint assembly personnel. 5.2 Examination of Gasket Seating Surfaces for Flatness (a) Site assembly guidance should specify (1) whether measurement of flange gasket seating surfaces for flatness is required 4 CLEAN ING OF GASKET SEATING SURFACES OF FLAN GES NOTE: A flatness check is typically specified when working with large-diameter, problematic, or critical service flanges with a history of leakage or suspect fabrication. The following instructions should be included in the assembly procedure: (2) the acceptable flatness limits for the flange gasket seating surface, if a flatness check is specified (see Nonmandatory Appendix D, section D-2) 2 ASME PCC-1-2022 (3) acceptable methods of flatness check, if required (1) Examine nut or washer b earing surfaces of flanges for excessive coating, scores, burrs, vis ual evidence of out-of-squareness (indicated by uneven wear), etc. NOTES: (1) Methods of flatness checks include the use of a machinist's straight edge and feeler gauges, a securely mounted flatness ("run-out") gauge, and laser or field machining equipment capable of providing accurate total indicator readings. (2) If machining or weld repair of imperfections is required, see ASME PCC-2, Article 305 for repair considerations. NOTE: Excessive coating is defined as thickness on the flange nut or washer bearing surface thicker than 0.13 mm (0.005 in.) or 130 µm (5 mils). (2) Remove roughness, gouges, and protrusions. (3) Report severely damaged flanges or excessive (b) If the measurement of the gasket seating surfaces for flatness is required [see (a) (l)], the following instruc­ tions should be included in the assembly procedure: (1) Check gasket seating surfaces of both j oint flanges for flatness, both radially and circumferentially, using an approved method. (2) Report any nonconforming flatness measure­ ments for approved disposition. coating for approved disposition. 6 ALIGNMENT OF FLANGE JOINTS (a) Site assembly guidance should specify (1) the sequence of the alignment procedure and any checks, measurements, or verifications to be done during the alignment process (see Nonmandatory Appendix E, section E-1) (2) the verification methods, limits to corrective loads, and tolerances (see Nonmandatory Appendix E, section E-2) (3) the acceptable methods and tools to achieve alignment (see Nonmandatory Appendix E, section E-3) (4) the criteria for defining when an engineering evaluation is necessary (see Nonmandatory Appendix E, section E-4) (5) whether there is a requirement to measure and record initial joint alignment (6) whether there is a requirement to measure and record final joint alignment (see Nonmandatory Appendix J, section J-2) 5.3 Examination of Fastener Contact Surfaces and Washers (a) Site assembly guidance should specify the criteria for replacement or repair of bolts and washers (see Nonmandatory Appendix N). NOTES: (1) Nonmandatory Appendix M provides a through-hardened washer specification guideline. (2) !happed holes require repair, an approved method shall be used; see ASME PCC-2, Article 303. (b) The following instructions should be included in the assembly procedure: (1) Examine bolt and nut threads and washer faces of nuts for damage such as rust, corrosion, and burrs. (2) Verify that each nut turns freely by hand past the location on the bolt where it will come to rest after tight­ ening. (3) if the bolted joint assembly includes tapped hole threads, verify that the bolts thread by hand to the full depth of the tapped holes. (4) Replace or correct any damaged or noncon­ forming components. NOTE: Correct alignment of all joint components is a critical and essential element of flange joint assembly. It results in maximum sealing surface contact and maximum opportunity for uniform and optimum gasket loading, and it reduces frictional variation of fasteners. (b) The following instructions should be included in the assembly procedure: (1) Assess the flange alignment during initial assembly. (2) A s s e s s the flange alignment d u r i n g fi nal assembly, if required. (3) Report misalignment of j oints that cannot be rectified using acceptable levels of load for approved disposition. 5.4 Examination of Flange Nut or Washer Bearing Surfaces (a) Site assembly guidance should specify (1) whether through-hardened, flat washers are required to provide a smooth and square nut bearing surface (2) any critical joints (see Mandatory Appendix 1) for which removal of coating from flange nut or washer bearing surfaces is required [see (b)(3)] (b) The following instructions should be included in the assembly procedure: 7 I NSTALLATION OF GASKET (a) Site assembly guidance should specify the approved methods of ensuring the gasket remains in place during assembly and the acceptable adhesive, if used, for securing the gasket in place during the assembly process. NOTE: A very light dusting of an approved spray adhesive may be used for this purpose. When selecting an adhesive, avoid adhe­ sive chemistry that is incompatible with the process fluid or that could result in stress corrosion cracking or pitting of the flange surfaces. 3 ASME PCC-1-2022 (bJ The following instructions should be included in the assembly procedure: (lJ Examine the new gasket for damage or defects. (2J Verify the gasket conforms to dimensional [outside diameter (O.D), inside diameter (I.D.), thickness] and material specifications. (3J Position the gasket to be concentric with the flange l.D. such that the gasket is supported during the positioning process. (4J Verify that no portion of the gasket sealing face projects into the flow path. (SJ For gaskets designed to fit inside a recessed flange face, verify that the gasket fits completely within the re cess, i.e., the gasket does not proj e ct beyond the O.D. of the recess. (6J Secure the gasket in place using an approved method. (7J Ensure the gasket will remain in place during the joint assembly process. (BJ Do not apply adhesive tape or other materials across the gasket sealing face. (9J Do not apply grease or sealing paste on the gasket or flange. (4J Apply the lubricant from the end of the stud to extend past the location where the nut face will rest after tightening. (SJ Do not apply lubricant on the gasket or gasket seating surfaces. 9 I NSTALLATION OF BOLTS (aJ To support the assembly procedure, determine the minimum adequate length of bolts. (lJ Bolt length should accommodate washers, nut height, and the required thread protrusion. (2J For assemblies involving bolt tensioning, the bolt length should provide for the threaded portion of the bolt to extend at least one bolt diameter beyond the outside nut face on the tensioner side of the joint. CAUTION: Avoid excessively long bolts. Excessive thread protrusion can complicate joint disassembly due to corro­ sion, paint, or damage on the exposed thread. (bJ The following instructions should be included in the assembly procedure: (lJ Verify that the bolts, nuts, and washers conform to required specifications [material grade, nominal diameter, thread pitch, and nut thickness (heavy hex versus regular hex)]. (2J Verify that the bolts are the specified length. (3J Install the bolts such that the marked ends are on the same side of the joint. Install nuts with the identifica­ tion marking facing outward. This practice facilitates inspection. (4J Install the nut on one end of the stud with minimal thread protrusion such that any excess thread length is located on the opposite end of the stud. This prac­ tice facilitates joint disassembly (see section 14). (SJ Hand tighten the nuts. Then snug up the bolts to 1 5 N·m to 30 N·m (10 ft-lb to 20 ft-lb) but not to exceed 1 0 % of th e total target assembly bolt l o a d ( s e e Nonmandatory Appendix 0). (6J Examine the bolts for adequate thread protru­ sion. The criterion in the new construction codes2 is thr e a d engagement for the ful l depth of the nut. However, it has been shown that the full strength in a threaded fastener can b e developed with less than complete threa d engage m e nt, a cons i d e r ation in certain post-construction situations (e.g., see para. 15.13 and para. 15.15, refs. [4] - [6]) . 8 LUBRICATION (aJ Site assembly guidance should specify an approved lubricant that is chemically compatible with the process fluid and the fastener system materials (nut, stud, washer). NOTE: Improper lubrication selection could contribute to unde­ sirable outcomes such as stress corrosion cracking, galvanic corrosion, or autoignition in oxygen service. (bJ The following instructions should be included in the assembly procedure: (lJ Apply lubricant irrespective of the tightening method used. (2J Apply lubri cant to working surfaces (see Mandatory Appendix I) of the fastener system (nut, stud, washer). NOTE: Application oflubricant after stud insertion minimizes the likelihood of contamination with foreign particles such as rust, paint scale, sand, coke fines, or similar abrasive particles that could negatively affect the overall nut factor. (3J Apply lubricant liberally by completely filling the threads from root to crest on both ends of the studs. Figure 8-1 illustrates the proper application oflubrication. 10 TIGHTE N I N G PROCEDURE NOTES: (1) The liberal application oflubrication will result in the forma­ tion of a bead of excess lubricant visible on the nut contact face as the nut runs down the stud. This bead of lubricant is visible evidence of an adequate amount oflubricant applica­ tion. (2) A consistent amount and extent of application for each bolt in a flange promotes a consistent nut factor and helps achieve a consistent bolt load. (aJ The site assembly guidance should include the following: (1J acceptable tightening method and load-control techniques, e.g., hand wrenches, hand-operated or powered tools with torque measurement, tensioning 2 ASME BPVC, Section VIII, Division 1, Part UG, UG-13 details thread engagement criteria. 4 ASME PCC-1-2022 Figure 8-1 Examples of Lubrication Application (bl Correct Application of Lubrication: Complete Fill Plus Some Excess (a) Insufficient Lubrication: Lack of Fill Between Root and Crest of Threads Note the u n iform bead of l u bricant a ro u n d the entire nut c i rcu mference afte r the nut is r u n down onto the flange or was h e r. (c) Insufficient Application: Incomplete Extrusion of Lubricant Bead (d) Correct Application: Complete Extrusion of Lubricant Bead GENERAL NOTE: Images reprinted with permission from Integrity Engineering Solutions, Dunsborough, Western Australia. (3) the assembly bolt stress or assembly target torque or bolt load, as applicable to the tightening method (see Nonmandatory Appendix 0) (b) The selections from (a) should be included as the instructions in the assembly procedure. tools with force measurement, or any tightening method used with bolt elongation or load-control measurement (2) acceptable tightening patterns (see Nonmanda­ tory Appendix F), including (-a) single- or multitool usage (-b) tightening sequence, including consideration of bolt grouping for flanges containing 48 or more bolts (see Nonmandatory Appendix J, section J-5) (-c) guidance on the number of passes and the load increments for each pass (-d) whether gap measurements are required b e tw e e n passes (see N onmandatory A p p endix J, section J-2) (-e) whether an additional pass is required based on the use of a soft (versus hard) gasket 11 OPTIONAL PRACTICES Nonmandatory Appendix J provides the following optional practices that may be included in the assembly procedure: (a) measurement of gaps (see section J-2) (b) bolt elongation (bolt stretch) measurement (see section J-3) (c) start-up retorque (see section J-4) (d) grouped bolting for large flanges (see section J-5) 5 ASME PCC-1-2022 (e) alte rnative lega cy cross-p attern tightening sequence and bolt-numbering system (see section J-6 and Table J-6-1) (fJ controlled disassembly (see section J-7) (7) disassembly method (8) leak history (9) bolts, nuts, and washers used (1 0) flatness m easurements, when made (see Nonmandatory Appendix D) (1 1) assembly procedure and tightening method used, including applicable target prestress values in accor­ dance with the indicated tightening method (12) unanticipated problems and their solutions during assembly or disassembly (tool access or safety issues, presence of nut seizing or thread galling, unanti­ cipated pipe cold spring, etc.) (13) tool data such as type, model, pressure setting, and calibration identification (1 4) recommendations for future assembly proce­ dures and joint maintenance and repairs See Nonmandatory Appendix R for examples of joint assembly records. S e e Nonmandatory Appendix P, Form P-3-1 for an example of a joint leakage record. 12 JOI NT PRESSURE AND TIGHTNESS TESTI NG Specification of the requirements for joint pressure and tightness testing is often influenced by an applicable code or standard or by jurisdictional requirements. This testing is typically performed according to site maintenance and operating procedures, rather than being included in the scope of the flange assembly procedure. NOTE: Refer to ASME PCC-2, Article 501 for general practices for pressure and tightness testing of pressure equipment. Site assembly guidance should specify the gasket to be used for the test. (a) The test gasket should be suitable for the test and the service conditions. (b) If a substitute or temporary gasket is selected that does not meet the service conditions, then (1) Specify a gasket that is suitable for the test con­ ditions. (2) Upon completion of the test and before the bolted flange joint is put into service, verify that the temporary gasket has been replaced with a gasket that is suitable for the service conditions. 14 JOI NT DISASSEMBLY (a) Before disassembling any joint, determine whether a controlled disassembly procedure should be specified. A controlled disassembly procedure may be specified for bolted flange connections meeting any of the following: (1) those meeting all the criteria of (-a) through (-c) (-a) flanges larger than ON 600 (NPS 24) (-b) flange thicknesses greater than 125 mm (5 in.) (-c) bolt diameters M45 (1 % in.) and larger (2) where galling has occurred, or disassembly has been problematic (3) where high local strains could be detrimental (e.g., glass-lined equipment, lens ring joints) (4) where the gasket is to be retained for inspection or failure analysis See N onmandatory Appendix J, section J- 7 for an example of a controlled disassembly procedure. (b) The joint disassembly procedure should include the following instructions, regardless of whether a controlled disassembly procedure is used: (1) Leave a sufficient number of loosened nuts in place until all tension has b e en relieved from the bolted flange connection to prevent significant movement of the flanges and guard against unanticipated movement such as pipe spring and falling components. (2) Select the first bolts to be loosened at locations to direct any pressure release or residual contents away from the assembler. WARNING: Use of substitute or temporary gaskets during testing instead of those designed as the final seal has occa­ sionally resulted in gasket blowout during testing, and/or in-service leaks due to the failure to replace the substitute or temporary gasket with the appropriate final seal gasket. Ga sket b l owout m a y include a portion of the gasket becoming a projectile. 13 RECORDS (a) The owner should record in either the contract or the assembly procedure the authorization of any repre­ sentatives. See section 2 for additional information on representatives. (b) The user should decide the details required in the joint assembly records, based on the relative probability and consequences of joint leakage (see Nonmandatory Appendix R, para. R-2.2). Joint assembly records may include the following information: (1) joint location or identification (2) joint class and size (3) sp e c i fi c ations and conditions of flanges, fasteners, washers (including nut or washer bearing surfaces), and gaskets (4) date of the activity (assembly, disassembly, pres­ sure test, etc.) (5) names of assemblers and workers (6) name of the inspector or person responsible for the quality assurance or quality control of the joint NOTE: Generally, for joints in the vertical plane, this is at the top, followed by the bottom to drain the liquid. 6 ASME PCC-1-2022 15 REFERENCES 15.3 ASME Standards Paragraphs 15.1 through 15.15 list publications refer­ enced in this Standard. Unless otherwise specified, the latest edition shall apply. ASME Bl.1, Unified Inch Screw Threads (UN, UNR, and UNJ Thread Forms) ASME Bl.13M, Metric Screw Threads: M Profile ASME B16.5, Pipe Flanges and Flanged Fittings: NPS 1/2 Through NPS 24 Metric/Inch Standard ASME B16.20, Metallic Gaskets for Pipe Flanges ASME B 1 6.47, Large Diameter Steel Flanges: NPS 2 6 Through NPS 60 Metric/Inch Standard ASME B3 1.3, Process Piping ASME B46.1, Surface Texture (Surface Roughness, Wavi­ ness, and Lay) ASME PCC-2, Repair of Pressure Equipment and Piping Publisher: The American Society of Mechanical Engineers (ASME), Two Park Avenue, New York, NY 1001 6-5990 (www.asme.org) 15.1 API Publications AP! Standard 660, Shell-and-Tube Heat Exchangers AP! Recommended Practice 686, Recommended Practice for Machinery Installation and Installation Design Publisher: American Petroleum I nstitute (AP!), 2 0 0 Massachusetts Avenue NW, Suite 1 100, Washington, DC 20001-5571 (www.api.org) 15.2 ASME Boiler and Pressure Vessel Code (BPVC) ASME BPVC, Section II, Materials: Part A - Ferrous Mate­ rial Specifications SA- 1 0 5 /SA- 1 0 5 M , Specifi cation for C arbon Steel Forgings, for Piping Applications SA-1 82/SA-182M, Specification for Forged or Rolled Alloy and Stainless Steel Pipe Flanges, Forged Fittings, and Valves and Parts for High-Temperature Service SA- 1 9 3 /SA- 1 9 3 M, Specification for Alloy-Steel and Stainless Steel Bolting for High-Temperature or High Pressure Service and Other Special Purpose Applica­ tions SA-194/SA-194M, Specification for Carbon and Alloy Steel Nuts for Bolts for High Pressure or High Tempera­ ture Service, or Both SA-453/SA-453M, Specification for High-Temperature Bolting, With Expansion Coefficients Comparable to Austenitic Stainless Steels SA-540/SA-540M, Specification for Alloy-Steel Bolting Materials for Special Applications 15.4 ASTM Publications ASTM A240/A240M, Standard Specification for Chro­ mium and Chromium-Nickel Stainless Steel Plate, Sheet, and Strip for Pressure Vessels and for General Applications ASTM A693/A693M, Standard for Precipitation-Hard­ ening Stainless and Heat-Resisting Steel Plate, Sheet, and Strip ASTM A829 /A829M, Standard Specification for Alloy Structural Steel Plates ASTM F436/F436M, Standard Specification for Hardened Steel Washers Inch and Metric Dimensions ASTM F606/F606M, Standard Test Methods for Deter­ mining the Mechanical Properties of Externally and Internally Threaded Fasteners, Washers, Direct Tension Indicators, and Rivets Publisher: American Society for Testing and Materials (ASTM International), 1 0 0 Barr H arbor Drive, P.O. Box C 7 00, West C onshoho cken, PA 1 9 4 2 8 - 2 9 5 9 (www.astm.org) ASME BPVC, Section II, Materials: Part B - Nonferrous Material Specifications SB-637, Specification for Precipitation-Hardening and C o l d Worked N i ckel A l l oy B ars, F o rgings, and Forging Stock for M oderate or H igh-Temperature Service 15.5 European Com mittee for Standardization Publication NOTE: ASME SA and SB material specifications are used in ASME PCC-1. ASTM material specifications may also be used or taken to apply, as allowed by the applicable code of construction, for the joint being considered. EN 1591-1, Flanges and their joints - Design rules for gasketed circular flange connections - Part 1: Calcula­ tion Publisher: European Committee for Standardization (CEN), Avenue Marnix 1 7, B-1000 Brussels, Belgium (www.cen.eu) ASME BPVC, Section VIII, Rules for Construction of Pres­ sure Vessels: Division 1 Publisher: The American Society of Mechanical Engineers (ASME), Two Park Avenue, New York, NY 10016-5990 (www.asme.org) 15.6 ISO Pu blications ISO 6789-2, Assembly tools for screws and nuts - Hand torque tools - Part 2: Requirements for calibration and determination of measurement uncertainty 7 ASME PCC-1-2022 Publisher: Occupational Safety and Health Administration (OSHA), U.S. Department of Labor, 200 Constitution Avenue, Washington, DC 20210 (www.osha.gov) ISO 7005-1, Pipe flanges - Part 1 : Steel flanges for indus­ trial and general service piping systems ISO 2 7 5 09, Petroleum and natural gas industries Compact flanged connections with IX seal ring Publisher: International Organization for Standardization (ISO), Central Secretariat, Chemin de Blandonnet 8, Case Postale 4 0 1 , 1 2 1 4 Vernier, Geneva, Switzerland (www.iso.org) 15.13 VDI Publication VD! 2230, Systematic calculation of high duty bolted joints - Joints with one cylindrical bolt Publisher: Verein Deutscher Ingenieure (VD!), P.O. Box 10 1 1 39, 40002 Dusseldorf, Germany (www.vdi.de) 15. 7 Japanese Standards Association Publication JSA JIS B 2251, Bolt Tightening Procedure for Pressure Boundary Flanged Joint Assembly Publisher: Japanese Standards Association (JSA), Mita MT Building, 3-13-12 Mita, Minato-ku, Tokyo 1 08-0073, Japan (www.jsa.or.jp) 15.14 WRC Pu blications WRC Bulletin 449, Guidelines for the Design and Installa­ tion of Pump Piping Systems WRC Bulletin 538, Determination of Pressure Boundary Joint Assembly Bolt Loads Publisher: Welding Research Council (WRC), P.O. Box 201547, Shaker H eights, OH 44120 15.8 MSS Publication MSS SP-9, Spot Facing for Bronze, Iron and Steel Flanges Publisher: Manufacturers Standardization Society of the Valve and Fittings Industry, Inc. (MSS), 127 Park Street, NE, Vienna, VA 22180 (www.msshq.org) 15.15 Other Publications [1] Bickford, J. H., An In troduction to the Design and Beha­ vior ofBolted joints, CRC Press, United Kingdom (1995) [2] Bickford, J. H., and Nassar, S., eds., Handbook of Bolts and Boltedjoin ts, Marcel Dekker, Inc., New York (1998) [3] Brown, W., "Hydraulic Tensioner Assembly: Load Loss Factors and Target Stress Limits," ASME 2014 Pressure Vessels and Piping Conference, PVP 2 0 1 4 - 2 8 6 8 5 , Anaheim, C A , J u l y 2 0 - 24, 2 0 1 4, D O I : 1 0 . 1 1 1 5 / PVP2014-28685 [4] Brown, W., and Long, S., "Acceptable Levels of Corro­ sion for Pressure Boundary Bolted Joints," ASME 2017 Pressure Vessels and Piping Conference, PVP20 1 7 6 5 5 0 7 , W a i koloa, H I , J u l y 1 6 - 2 0 , 2 0 1 7 , D O I : 10. 1 1 15/PVP2017-65507 [5] Kikuchi, T., Omiya, Y., and Sawa, T., "Effects ofNut Thin­ ning Due to Corrosion on the Strength Characteristics and the Sealing Performance of Bolted Flange Joints Under I nternal Pressure," AS M E 2 0 1 1 P ressure Vessels and Piping Conference, Volume 2: Computer T e chnology and Bolted Joints, PVP 2 0 1 1 - 5 7445, pp. 3 5 -41, Baltimore, M D, July 1 7- 2 1 , 2 0 1 1, DOI: 10. 1 1 1 5/PVP2011-57445 [6] Kikuchi, T., and Sawa, T., "Effects ofNut Thinning on the Bolt Load Reduction in Bolted Flange Joints Under I nternal Pressure and B ending Moments," A S M E 2 0 1 3 P ressure Vessels a n d P i p ing Confe r ence, PVP 2 0 1 3 - 9 7 1 9 1 , P aris, France, July 1 4 - 1 8, 2 0 1 3 , DOI: 10.11 15/PVP2013-97191 15.9 PIP Publication PIP VESV1002, Design and Fabrication Specification for Vessels: ASME Code Section VIII, Divisions 1 and 2 Publisher: Process Industry Practices (PIP), Construction Industry Institute, The University of Texas at Austin, 3925 West Braker Lane (R4500), Austin, TX 78759 (www.pip.org) 15.10 SAE Publication SAE J419, Methods of Measuring Decarburization Publisher: SAE International, 400 Commonwealth Drive, Warrendale, PA 15096 (www.sae.org) 15.11 TEMA Pu blication Standards of the Tubular Exchanger Manufacturers Asso­ ciation Publisher: Tubular Exchanger Manufacturers Association, Inc. (TEMA), 25 North Broadway, Tarrytown, NY 10591 (www.tema.org) 15.12 U.S. Department of Labor, Occupational Safety and Health Administration Publication 29 CFR 1910.1 19, Process Safety Management of Highly Hazardous Chemicals 8 ASME PCC-1-2022 [7] Koves, W. J., "Design for Leakage in Flange Joints Under External Loads," ASME 2 005 Pressure Vessels and Piping Confe rence, Vol. 2 : Computer Technology, PVP2005-712 54, pp. 5 3-58, Denver, CO, July 17-2 1, 2005, DOI: 10.11 1 5/PVP2005-71254 [8] Payne, J. R., and Schneider, R. S., "On the Operating Tightness of8 16.5 Flanged Joints," ASME 2008 Pressure Vessels and Piping Conference, Vol. 2: Computer Appli­ cations/Technology and Bolted Joints, PVP2008-61561, pp. 1 1 5 - 1 24, Chicago, I L, D O I : 1 0 . 1 1 1 5/PVP2 0 0 8 61561 9 ASME PCC-1-2022 MANDATORY APPENDIX I DEFINITIONS (22) 50% stud removal: see half-bolting. bolting subject matter expert (bolting SME): an individual considered knowledgeable in the field of bolted joint assembly. See Nonmandatory Appendix A, para. A-1.3.6. bolting supervisor: an individual trained to skill level 3 in the topics listed in Nonmandatory Appendix A, section A2, and any supplemental topics required for bolted flange joint assemblies conducted under the individual's leader­ ship. See skill level 3. bolting trainer: an individual trained to skill level 3 in the topics listed in Nonmandatory Appendix A, section A-2, and any supplemental topics required for bolted flange joint assemblies conducted by the user. See skill level 3. cen terline high/low: the alignment of piping or vessel flanges so that the seating surfaces, the inside diameter of the bore, or the outside diameter of the flanges matches or meets with the greatest amount of contact surface (see Nonmandatory Appendix E, Figure E-2-1). certification: written testimony of qualification. check pass: the tightening of all bolts in circular order at 100% of target torque until there is no further nut rota­ tion. circular pass: see check pass. common grades: materials common to the facility or industry in satisfactory quantity and price as to be consid­ ered the normal materials to use. For example, common grades of threaded fasteners in the petroleum refining and chemical processing industries are SA-193 87 bolts and SA-194 2H nuts or SA-193 8 1 6 bolts and SA-194 4 or 7 nuts. con trolled reuse: the first and subsequent uses thereafter that have been conducted and documented under specific thread engagement, locations, torque, tension, lubrication, inspection, nut replacement, handling, cleaning, and installation guidelines. applied tensioner load: the load applied to the bolt by the tensioner (i.e., prior to load loss). assembler: see bolting assembler. assembly bolt stress: the target final bolt stress selected for a joint assembly to obtain a desired target gasket stress (see Nonmandatory Appendix 0) . assistant bolting assembler: a n individual who can perform the pretightening activities as applicable to their job func­ tion, including but not limited to identifying and differen­ tiating among the major components of a bolted flange joint (i.e., gasket types, flange types, lubricants, and stud and nut material markings), and preparing a joint to be tightened. See Nonmandatory Appendix A, para. A-1.3.1. backup wrench: the tool used to secure the nut or bolt head opposite to the one being turned or torqued. bolt load loss fa c tor (BLLF): when using hydraulic tensioners and less than 100% tensioner coverage (i.e., other than having a tensioner fitted to each bolt), when the second set of bolts is tensioned, the residual tensioner load on the first set of bolts is reduced. This loss of bolt load (expressed as a fraction of the originally applied tensioner load) is termed the 8LLF. The 8LLF occurs when more than one tensioning pass is applied; it can be eliminated by performing 1 0 0 % tensioner coverage. Also called flange load loss factor (FLLF). bolt with in tegral head: a threaded fastener with a fixed or forged head on one end and employing a nut or a drilled and tapped hole on the other end. bolt without in tegral h ead: a fully threaded fastener e mploying two nuts or one nut and a drilled and tapped hole. bolting assembler: an individual who assembles and disas­ sembles bolted flange joints. See Nonmandatory Appendix A, para. A-1.3.2. critical issue: any issue that directly contributes to or NOTE: In the context of this Standard, assembler and bolting assembler are used interchangeably. critical joints: those joints in service applications desig­ nated by the owner as being of a probability or conse­ quence to j ustify more rigorous requirements such as assembly details, quality control checks, and/or record keeping. Considerations in designating joints as critical include governing design conditions (pressure, tempera­ ture, etc.), mechanical criteria (bolt diameter, flange results from the proper or improper assembly of a joint. bolting inspector: an individual who performs pretighten­ ing, in-process, and post-assembly inspection for quality assurance. See Nonmandatory Appendix A, para. A-1.3.3. 10 ASME PCC-1-2022 diameter, gasket type, etc.), joint leakage history, and fluid service category. Examples of critical service include service requirements as defined by local jurisdictional re­ quirements [e.g., in the United States, CFR 1 9 1 0 . 1 1 9 (OSHA PSM rule)]; lethal substance service a s defined in ASME BPVC, Section VIII, Division 1; or Category M Fluid Service as defined in ASME 83 1.3. eight-bolting: the removal of every bolt except eight evenly spaced opposing bolts in preparation for breaking the joint (typically for blinding or valve removal) during a shutdown. The unit is offline to do this, as in the require­ ments for half-bolting outlined in ASME PCC-2. However, as the joint is not broken, the line may still contain process fluid, and there is a small likelihood of leakage with this procedure. Eight-bolting is performed to speed up blinding or valve removal during a shutdown. A risk assessment of the eight-bolting operation should be carried out to establish that the operation can b e performed safely. See also four-bolting. excessive gap: a condition in which two flanges are sepa­ rated by a distance greater than twice the thickness of the gasket when the flanges are at rest and the flanges will not c o m e t o g e t h e r u s i n g r e a s o n a b l e fo r c e ( s e e Nonmandatory Appendix E, Figure E-2 -2) . Also called grooved-metal and fiber-sheet gaskets, it i s defined b y the gasket 1.0. and 0.0. (unless the raised-face 0.0. is smaller than the gasket 0.0.). When determining the seating surface for gaskets that may not sit central during installa­ tion or that are designed to move on the flange face during installation, a larger seating surface may be necessary to account for the possibility of seating surface offset. For example, see N onmandatory Appendix D for the definition of the seating surface for a ring-type joint gasket. (b) the area on a flange where the gasket seats both initially and finally after assembly. half-bolting: the removal of every other bolt (so the flange is left with half the number of bolts) during plant depres­ surization, usually when the system is close to atmo­ spheric pressure. H alf-bolting generally consists of removing every second bolt, relubricating them, reinstal­ ling them, and retightening to a specified torque. The remaining bolts are then removed, relubricated, rein­ stalled, and retightened to a specified torque such that all bolts have been reinstalled. There is a small likelihood ofleakage with this procedure, particularly if the system is accidentally repressurized. A risk assessment of the half­ bolting operation should be carried out to establish that the operation can be performed safely. Refer to ASME PCC-2 for further information on joint-tightening activ­ ities once the unit is fully operational. Also called 50% excessive spacing. experience: work activities accomplished in a specific bolted joint assembly method under the direction of qual­ ified supervision, including the performance of the bolted joint assembly method and related activities but not including time spent in organized training programs. stud removal. hard gaskets: gaskets such as grooved-metal gaskets, corrugated metal gaskets, and flat solid-metal gaskets. Hard gaskets are typically defined as gaskets that have less than 1.0 mm (0.04 in.) compression during assembly. Generally speaking, it is not appropriate to classify gaskets as hard or soft based solely on the physical hardness or softness of the gasket material itself. For example, 1.5-mm ( 111 6-in.) thick polytetrafluoroethylene, flexible-graphite, or fiber gaskets are classified as hard gaskets. See also flange load loss factor (FLLF): see bolt load loss factor (BLLF). four-bolting: the removal of every bolt except four evenly spaced opposing bolts in preparation for breaking the joint (typically for blinding or valve removal) during a shutdown. The unit is offline to do this, as in the require­ ments for half-bolting outlined in ASME PCC-2. However, as the joint is not broken, the line may still contain process fluid, and there is a small likelihood of leakage with this procedure. Four-bolting is performed to speed up blinding or valve removal during a shutdown. A risk assessment of the four-bolting operation should be carried out to estab­ lish that the operation can be performed safely. See also hard-faced gaskets. NOTE: Ring-type joint gaskets and lens gaskets are a special case and are addressed separately in Nonmandatory Appendix D, section D-4; and Nonmandatory Appendix F, section F-8. hard-faced gaskets: gaskets constructed entirely from metal that do not have a soft filler m aterial on the faces that contact the flange seating surfaces or that have insufficient filler material to fill imperfections on the flange faces. It may not be acceptable to categorize by gasket type as extremely thin gaskets or gaskets without sufficient filler will not fill imperfections and therefore are categorized as hard-faced gaskets. Metal­ faced gaskets, such as flat metal, ring-type joints, or double-jacketed gaskets, are categorized as hard-faced gaskets. See also hard gaskets. heat exchangerjoin ts: gasketed bolted joints that comprise the pressure-boundary closure between the tubesheet and the mating shell and tubeside girth flanges and eight-bolting. gasket contact surface: see gasket seating surface. gasket sealing surface: see gasket seating surface. gasket seating surface: (a) the contact area of the gasket that performs the sealing function during operation (nominally the part of the gasket that is seated against the flange to affect a seal). The gasket seating surface is measured in the unde­ formed state. For spiral-wound gaskets, this is defined as the region between the inner diameter (I.D.) of the outer ring and the outer diameter (0.0.) of the inner ring; for 11 ASME PCC-1-2022 owner: the person, partnership, organization, or business that require special assembly considerations (see Nonmandatory Appendix A, para. A-2 .4). The gaskets for these joints are generally located entirely within the circle enclosed by the bolt holes, with no contact outside this circle; however, this is not intended to exclude other configurations, such as flat-faced flanges, from Nonmandatory Appendix A. hot torque: see start-up retorque. live tightening: tightening all bolts on a joint while the unit is operational or has been in operation for a period of time. The technique used for tightening may be manual torque, hydraulic torque, or hydraulic tension. However, torque can typically no longer be considered accurate after more than a few days of operation. Therefore, other techniques, such as turn-of-nut or tensioning, are preferred. Single­ stud replacement is also an option, but there is a higher associated likelihood of leak with that activity due to the reduction in gasket stress if the tightening is performed while the joint is pressurized. Live tightening should not be considered the same as start-up retorque, which is performed as part of the assembly operation; live tighte ning is an o p erational a ctivity that may b e performed periodically to recover relaxation (typically on high-temperature j oints that have a history of leakage) or as a reaction to joint leakage. A risk assessment of the live-tightening operation should be carried out to establish that the operation can be performed safely. Refer to ASME PCC-2 for further information on joint tightening activities once the unit is fully operational. local gasket stress: for purposes of single-stud replace­ ment, the average gasket stress along a radial line at a given circumferential location. responsible for the leak tightness of bolted flange joint assemblies on their pressure equipment. parallelism: a measure of alignment, representing the uniformity of distance between the sealing surfaces of two flange faces (see N onmandatory Appendix E, Figure E-2 -3). pass: the incremental tightening steps taken to achieve the target bolt stress. pattern: the combination of passes applied in a sequence leading to the assembly bolt stress. piping joints: similar to pressure vessel joints; however, considerations relating to alignment and external loadings on the j oints are more likely to govern design and assembly requirements. The gaskets for piping joints are generally located entirely within the circle enclosed by the bolt holes, with no contact outside this circle; however, this is not intended to exclude other configura­ tions, such as flat-faced flanges, from Nonmandatory Appendix A. powered equipm ent: hydraulic, pneumatic, or battery­ powered joint assembly equipment, such as a hydraulic torque wrench, pneumatic torque wrench, battery­ powered torque wrench, or hydraulic bolt tensioning equipment. pre-pass torque: the torque that is applied to the existing studs to confirm tightness prior to performing single-stud replacement. pressure vesseljoints: gasketed bolted joints that comprise the pressure-boundary closure between two flanges. The gaskets for pressure vessel joints are generally located entirely within the circle enclosed by the bolt holes, with no contact outside this circle; however, this is not intended to exclude other configurations, such as flat­ faced flanges, from Nonmandatory Appendix A. program manual: user's documentation of the program in accordance with Nonmandatory Appendix A, para. A-1.3. qualification: the demonstration of knowledge, skills, and abilities, along with documented training and experience required for personnel to properly perform the duties of a specific job or task. Alternative solutions to those outlined in Nonmandatory Appendix A may be used as long as they meet the intent of this Standard and are properly j ustified and documented. remaining gasket stress factor (RGSF): for purposes of single-stud replacement, the ratio of the minimum local gasket stress when a single stud is removed to the gasket stress when all studs are installed. representative: a person, partnership, organization, or business designated by the owner to carry out selected responsibilities on the owner's behalf. lubricant: a generic term that may include antiseize products. manual tigh tening: the use of an uncalibrated torquing device such as an impact wrench. man ual torque wrench tightening: the use of a manual torque wrench (typically a "clicker" type) to achieve the desired torque. n u t load loss fa ctor (NLLF): when using hydraulic tensioners, the load is transferred from the tensioner to the nut as the tensioner pressure is released. As part of this process, the thread and nut deflect, which releases some of the load originally established by the tensioner. This loss of load (expressed as a fraction of the originally applied tensioner load) is termed the NLLF. The NLLF occurs at all times when using hydraulic tensioners (i.e., it cannot be reduced without redesign of the joint). Also called tool load loss factor (TLLF). odd-bolting: see half-bolting. online tigh tening: see live tightening. 12 ASME PCC-1-2022 skill level 3 : a depth of knowledge that allows an individual residual tensioner load: the load remaining on the bolt after the release of the tensioner pressure (i.e., after load loss). retighten: to tighten again in a subsequent assembly. This does not include tightening the fastener again to turn the nut to a tighter position from a static position. reuse: to use more than once. to j ustify resolutions for situations that do not meet the scope of what would be considered normal. An individual at this skill level can explain why tasks should b e performed a certain way. skill level 4: a depth of knowledge that allows application of an individual's expertise in an original way or as a response to an original situation. soft gaskets: gaskets in which the movement between the flange faces during assembly is relatively large, e.g., poly­ te t r a fl u o r o ethylene ( P T F E ) , s p i r a l - wo u n d , and compressed-fiber or flexible-graphite-sheet gaskets. Soft gaskets are typically defined as gaskets that have more than 1 . 0 mm ( 0 . 0 4 in.) compression d uring assembly. It is not appropriate to classify gaskets as hard or soft based solely on the physical hardness or soft­ ness of the gasket material itself. For example, 1.5-mm ( 111 6-in.) thick PTFE, flexible graphite, or fiber gaskets do not have sufficient compression to be classified as soft gaskets. See also soft-faced gaskets. ring-type join ts {RT]): flanges fitted with metal ring-type joint gaskets (as detailed in ASME 8 1 6.20). ringer pass: see check pass. risk assessm en t: an engine e ring and risk analysis conducted when an activity or decision may require extra consideration, outside of normal assembly and operational practices, due to additional risks or modes of failure that may not be inherently apparent. The lack of use of this term in sections of this Standard should not be taken to diminish the requirements for normal risk assessment activities in those sections. rotational-two hole: the alignment of piping or vessel flanges so that the bolt holes align with each other, allowing the fasteners to pass through perpendicular to the flanges. NOTE: Ring-type joint gaskets and lens gaskets are a special case and are addressed separately in Nonmandatory Appendix D, section D-4; and Nonmandatory Appendix F, section F-8. safety data sheet (SDS): a data sheet for chemicals that defines important information such as the levels of toxi­ city, flammability, and first-aid actions required. sequence: the numbering protocol used to indicate the order in which bolts are tightened. sequen tial circular pass: associated with single-stud re­ placement, the action of starting with one stud and proceeding to the adjacent stud in a clockwise or counter­ clockwise direction. soft-faced gaskets: gaskets that are constructed from or have a soft filler material on the faces that come into contact with the flange seating surfaces. Soft-faced gaskets have sufficient soft filler (such as graphite, rubber, or p olytetrafluoroethylene) that b oth the gasket substrate and the flange seating surface finish will be filled and additional filler exists on the gasket such that any small imperfections will also be filled as the gasket is compressed between the flanges. It may not be acceptable to categorize by gasket type as extreme­ ly thin sheet gaskets or gaskets without sufficient filler or facing will not fill imperfections and therefore are cate­ gorized as hard-faced gaskets. See also soft gaskets. special join t: any process-specific flanged connection requiring different or additional instruction or considera­ tions for assembly (such as clamped connectors, valve bonnets, and valve body joints). start-up retorque: while the unit is coming up to operating temperature, the procedure of tightening all bolts on a joint in a circular pass until the nuts no longer turn. Start-up retorque (form erly called hot torque) is performed to increase the residual operational stress on the gasket (to recover initial gasket relaxation) to mini­ mize the likelihood of leakage. It is typically performed while the unit is online but may be performed prior to operation using heating pads to bring the flange up to temperature. Since start-up retorque will increase the load on only the gasket, the likelihood of leakage is signif­ icantly lower than for other activities (such as hot bolting). stud loading: the act of increasing the tensile stress state within the stud. single-stud replacem ent: an operation used to replace corroded or defective bolts, to proactively increase the gasket stress to prevent leakage (typically in high­ temperature or cyclic services), or to reseal a small stable leak. Also called hot bolting. NOTE: Single-stud replacement while the unit is online to increase gasket stress or seal a small stable leak is not recom­ mended or required if turn-of-nut tightening can be used. A risk assessment of the single-stud replacement operation should be carried out to establish that the operation can be performed safely. See ASME PCC-2 for further information on joint-tight­ ening activities once the unit is fully operational. skill: the ability to perform mental and physical activities acquired or developed through training or experience. skill level 1: a depth of knowledge characterized by recal­ ling and reproducing the desired learning objectives. skill level 2: a depth of knowledge that includes recall of facts and providing the basic application of the desired learning objectives. An individual at this skill level can proficiently perform steps defined in a procedure. 13 ASME PCC-1-2022 (b) a stud-loading method of increasing or decreasing the load on a stud by controlling the rotation of the nut on helical threads. Turn-of-nut involves tightening the joint by turning one nut on each bolt by a specific amount. Turn­ of-nut does not require knowledge of the nut factor and therefore can be applied at any stage during the life of the joint. Turn-of-nut is used either to proactively increase the gasket stress to prevent leakage (in high-temperature or cyclic services) or to reseal a small stable leak. If turn-of­ nut is performed while the unit is online, there is a small likelihood of additional leakage. However, since the load on the gasket will only increase, the likelihood ofleakage is significantly less than for other activities such as hot bolting. Bolted joints with fiber-sheet-type gaskets tend to degrade in service and are more likely to blow out if retightened while operating; thus, turn-of-nut for joints with such gasket types should be limited to low­ pressure nonhazardous services. use: the process whereby a threaded fastener or group of such fasteners is installed in a joint and tightened for the purpose of obtaining and maintaining a seal between the flanges. user: any entity that applies the provisions of this Stan­ dard. Because of the broad variation of possible contract scenarios for which this Standard might be applied, the user could be the owner, owner's representative, manu­ facturer, fabricator, erector, or other contract personnel. stud-loading method: the method of operator control used to increase or decrease the stress state within a stud. stud unloading: the act of decreasing the tensile stress state within the stud. tension er coverage: the percentage of the number of tensioners compared to the number of bolts on the joint. For example, 100% tensioner coverage requires a tensioner to be fitted to every bolt (i.e., all bolts tensioned simultaneously), 50% tensioner coverage requires one tensioner to be fitted to every second bolt, and 2 5% coverage requires one tensioner to be fitted to every fourth bolt. tension ing: a stud-loading method of increasing or decreasing the load on a stud by controlling a direct axial force on the stud. tighten: to apply load to the threaded fastener system through some means of turning ofthe nut or directtension. tool load lossfactor (TLLF): see nut load lossfactor (NLLF). torq u ing: a stud-loading m ethod of increasing or decreasing the load on a stud by controlling a torque­ force acting on helical threads. training: an organized program developed to impart the knowledge and skills necessary for qualification. training organization: a user or organization that under­ takes the training, demonstration of knowledge, and prac­ tical examination outlined in Nonmandatory Appendix A. working surfaces: those interfaces in the fastener system that slide against each other when a bolted flange joint is being tightened. turn-of-n ut: (a) a stud-loading method of increasing or decreasing the load on a stud by controlling the rotation of the nut on helical threads. 14 ASME PCC-1-2022 NONMANDATORY APPENDIX A TRAINING AND QUALIFICATION OF BOLTED J OINT ASSEMBLY PERSONNEL A-1 I NTRODUCTION A-1.3 Framework A-1.1 Scope Paragraphs A-1.3.1 through A-1.3.6 offer a framework for skill levels and responsibilities for individuals involved in the assembly and disassembly of bolted joints. This Appendix outlines requirements for training and qualification of bolted joint assemblers using procedures in accordance with the Standard. The Appendix uses titles for different assembler skill levels. Assigning titles to skill levels standardizes expectations of competency for users, contractors, labor suppliers, unions, and assembly person­ nel. These titles also represent specific training objectives. Owners may refer to and require these skill levels when contracting personnel from third parties. The employer of the assembly personnel shall docu­ ment the requirements of their training and qualification program, which should include demonstration of knowl­ edge and skills, along with documented training and experience required for personnel to properly perform the duties of a specific job or task. Alternative solutions to those outlined in this Appendix may be used as long as they meet the intent of this Standard and are properly justified and documented. The training and qualification program should (a) evaluate the individual assembler's technical knowledge based on the types of flanges the assembler is going to assemble (b) assess assemblers by having them demonstrate their skills (c) document the content of the training and the results of the evaluation (d) provide a certificate stating that the trainee has demonstrated the knowledge and skills corresponding to the applicable skill level When choosing p rovisions of this Appendix, the employer should specify the skill level required of an in­ dividual to meet the user's needs. Skill levels should be evaluated periodically as defined by the employer. A-1.3 . 1 Assistant Bolting Assembler. An assistant bolting assembler is an individual who is able to identify and differentiate between the major components of a bolted flange joint, i.e., gasket types, flange types, lubri­ cants, and stud and nut material markings. These indiv­ iduals should be trained to skill level 1 (see Mandatory Appendix I and Table A- 1 .4- 1), which is appropriate for anyone in any discipline to gain awareness of the assembly of bolted flange joints. Skill level 1 is required for any individual who will be assisting bolting assemblers and for development into a future bolting assembler role. A-1.3.2 Bolting Assembler. A bolting assembler is an individual who assembles and disassembles bolted flange joints. Bolting assemblers should be able to (a) perform disassembly and assembly procedures (b) assess pre-assembly condition (c) inspect assembled joints (d) complete documentation (e) notify supervisors when tightening equipment, flange conditions, or fasteners and gaskets are unsatisfac­ tory Bolting assemblers shall be trained to skill level 2 (see Mandatory Appendix I and Table A- 1.4-1) in the topics listed in para. A-2. 1 and any supplemental topics required for their job function. A-1.3.3 Bolting Inspector. A bolting inspector is an in­ dividual who performs pretightening, in-process, and p o st- a s s e mbly i n s p e ctions fo r quality a s s u r a n c e . Bolting inspectors will have achieved skill level 2 (see M a ndatory Appendix I and T able A- 1 . 4- 1) for the topics listed in para. A-2.1 and all supplemental endorse­ ments that apply to the user's scope of work. Additionally, bolting inspectors should be knowledgeable of (a) subject matter relevant to the inspection function (b) ASME PCC-1 (c) the user's bolting procedures, requirements, and quality assurance and quality control processes A-1.2 Definitions See Mandatory Appendix I. 15 (22) ASME PCC-1-2022 Table A-1.4-1 Training Matrix Training of Skill Fundamentals Level (Para. A-2.1) 1 2 3 4 C-1 C-2 C-3 C-4 Legend: A C = = Piping Endorsement (Para. A-2.2) Powered Equipment Endorsement (Para. A-2.3) Heat Exchanger Endorsement (Para. A-2.4) C-2 C-3 C-4 A A C-2 A A A Training Method Assessment Method Special Joint Endorsement Training Practical Technical Practical (Para. A-2.5) Knowledge Demonstration Knowledge Skills A A A CBT or ILT CBT or ILT CBT or ILT ILT NA ILT ILT ILT CBT or ILT CBT or ILT CBT or ILT ILT NA ILT ILT ILT when applicable; refers to information the trainee is required to learn only ifit is part ofthe trainee's job function. Otherwise, the information is optional. core information needed to perform the role; as the skill level increases, it is expected thatthe topics listed in Table A-2.1-1 are taught in greater depth. C-1 an understanding of how to perform the role and what is needed to perform the role. C-2 an understanding of why bolted joint assembly activities needed to perform the role are important. C-3 an understanding of how to troubleshoot general bolted joint assembly issues for the roles under their supervision. C-4 maintaining and directing the general bolted joint assembly procedures and training materials. computer-based training; this method is used for teaching academic and practical concepts and for testing academic knowledge. instructor-led training; this method may be used forthe entire training process but shall be used for practical demonstration and assessment of practical skills. not applicable. optional information, i.e., information the trainee is not required to learn to attain the skill level. = = = = CBT ILT = NA = = 0 = A-1.3.4 Bolting Supervisor. A bolting supervisor is an i n d i vi d u a l w h o i s t r a i n e d to skill l ev e l 3 ( s e e Mandatory Appendix I and Table A-1.4-1) in the topics listed in para. A-2.1 and any supplemental topics required for bolted flange joint assemblies conducted under their leadership. Bolting supervisors provide clarification to bolting assemblers as needed. Additional, supplemental endorsements m a y b e obtained on the basic endorsements to extend the indiv­ idual's duties and responsibilities to include (a) piping-specific (hand torque) joints (b) powered equipment (hydraulic torque/hydraulic tension) (c) heat exchanger pressure-boundary bolted joints (d) special pressure-boundary bolted joints A-1.3.5 Bolting Trainer. A bolting trainer is an individ­ ual who is trained to skill level 3 (see Mandatory Appendix I and Table A-1.4-1) in the topics listed in para. A-2.1 and any supplemental topics required for bolted flange joint assemblies conducted by the user. Bolting trainers should also receive additional instructor-led training (IL T) on how to deliver effective training sessions in accordance with para. A-2.1. A-1.5 Exempt Assembly Activities This Appendix does not cover personnel engaged in the assembly of structural-type bolted joints or pressure­ boundary body joints on rotating equipment. A-2 ACAD EMIC TRAI N I N G PROGRAM A-1.3.6 Bolting Subject Matter Expert (Bolting SME). A-2.1 Training of Fundamentals - Training A bolting SME is an individual who is trained to skill level 4 (see M andatory Appendix I and Table A-1.4-1) in the topics listed in section A-2 and all supplemental endorse­ ments that apply to the user's scope ofwork. A bolting SME is responsible for reviewing, maintaining, and approving procedures and training materials. Training for all skill levels shall include the fundamen­ tals of the assembly, operation, and quality assurance of bolted joints. Practical and academic examinations shall be given to establish to the satisfaction of the employer that the trainee meets the expectations of this Appendix. As a minimum, the employer shall address the following topics when evaluating trainees for skill level 1 (see also Table A-2.1-1): (a) general health and safety precautions. While some areas of health and safety are outside the scope of ASME PCC-1, the following topics are included for the purpose of awareness and for completeness in describing typical competencies: A-1.4 Training Program Objectives This Appendix includes items pertaining to individuals who participate in the assembly of bolted flange joint assemblies and individuals trained to skill levels 1 through 4. Table A-1.4-1 specifies the different levels of training and the expectations for the training and examination process. 16 ASME PCC-1-2022 (1) awareness of common health issues and safety precautions per the requirements of applicable govern­ ment health and safety regulatory bodies and plant-spe­ cific regulations (2) awareness in areas such as hazardous chemicals and gases, personal protective equipment (PPE), hazard communication, procedures for opening process equip­ ment or piping, hearing protection, confined-space entry, scaffold safety, personal fall protection, stairways and ladders, rigging, respiratory protection, asbestos considerations, and walking and working surfaces (3) job safety analysis (b) principles of bolt elongation, bolt load, and gasket stress (c) functionality of gasket and seal (d) gasket types and their limitations (e) bolt types and their limitations UJ identification of correct joint components (g) manual torque joint tightening (h) importance of using the specified lubricant (see section 8) {i) techniques used for load control UJ calibration and maintenance of bolt-tightening equipment (k) inspection and reporting of defects or faults (I) procedure for preparing a joint for closure (m) gasket handling, preparation, and installation (n) sources of information on joint assembly (o) safe joint disassembly and assembly (p) joint assembly procedures (q) correct use of additional joint components (r) importance of joint quality-assurance procedures, certification, and records (s) joint disassembly A-2.3 Powered-Equipment Endorsement Training For all powered-equipment training, the curriculum shall ensure trainees have a thorough understanding of joint disassembly, assembly, and tightening using the equipment that is suited for their job requirements. See Table A-2.3-1. A-2.4 Heat Exchanger Endorsement - Training The heat exchanger endorsement curriculum shall ensure trainees have a thorough understanding of how to disassemble, assemble, and tighten exchanger joints. See Table A-2.4-1. A-2.5 Special Joint Endorsement - Training Special joint endorsement training should cover joints or components that have a proprietary design, including, but not limited to (a) expansion joints (b) isolated joints (c) compact flanges (d) hub or clamp connectors (e) rupture disks or spectacle disks The training curriculum shall ensure trainees have a thorough understanding of all significant aspects of joint disassembly, assembly, and tightening for special joints. A comprehensive list of the requirements is outside the scope of this Standard. However, the general approach used in the previous sections for piping and exchangers should be followed in formulating the expectations for special joints. As a minimum, the training curriculum should cover the items listed in para. A-3.7. A-2.2 Piping Endorsement - Training The piping endorsement curriculum for skill levels 2, 3, and 4 is detailed in Table A-2.2-1. The practical examination requires the trainee to satis­ factorily assemble by means of hand-torque tightening a number of flange joint types, including (a) raised-face or full-face flange (b) ring-type joint (RTJ) 17 ASME PCC-1-2022 Table A-2.1-1 Training of Fundamentals Curriculum Topics Concepts Addressed (a) General health and safety precautions (1) Common procedures for the work permit and ensuring system isolation (2) Finger pinch points with assembly and alignment equipment (3) Injury from tightening tools (4) Cleaning (material and process-medium compatibility) and a light dusting of gasket adhesive for vertical flanges [see para. 7(b)(6)] (5) Basic joint alignment equipment (pry-bar, drift pins; see Nonmandatory Appendix E) (6) Site or corporate guidelines (b) Principles of bolt elongation, bolt load, and (1) Relationship between bolt stress and bolt elongation (see section 1 1) gasket stress (2) Relationship between bolt stress and gasket stress during assembly and operation (pressure and temperature effects) (3) Influence of bolt length on bolt-load loss due to gasket creep relaxation and surface embedment loss (4) Relationship between applied torque and achieved bolt stress or load (5) Bolting terminology, including common terms found in the field and their relationship to each other (e.g., kips, psig, psi, lb, ft-lb, N·m, ksi, tpi) (c) Functionality of gasket and seal (1) Purpose of a gasket (2) Effect of gasket stress on leak rate (3) Effect of bolt-load loss (creep or relaxation and operating conditions) on joint leakage and overall joint reliability (d) Gasket types and their limitations (1) Summary of common gasket types and materials (2) Sensitivity of different gasket types to assembly procedures (3) Maximum allowable gasket stress (4) Minimum required gasket stress (5) Awareness of the need for chemical compatibility (6) Awareness of temperature limits (e) Bolt types and their limitations (1) Brief detail of common bolting specifications, including yield strength (2) Nut-bolt combinations, nut strength versus bolt strength (3) Generic material temperature limits (4) Materials for stress-corrosion-cracking environments (5) Corrosion resistance (6) Coatings for assembly and disassembly (f) Identification of correct joint components (1) Bolt and nut identification marks (2) Installation of bolts and studs such that marked ends are all on the same side of the joint, with nut identification marks facing out, to facilitate inspection (3) Flange identification marks (4) Gasket identification marks and spiral-wound gasket color codes and types (5) Use of piping-arrangement drawing or system diagram to identify and verify correct materials for gasket and fasteners (g) Manual torque joint tightening (1) Working parts of a manual torque wrench (2) Setting required torque values on common types of wrenches (3) Bolting procedures (number of cross-pattern passes) required to achieve desired bolt torque (see section 10) (4) Accuracy of bolt torque tightening versus that of manual tightening (5) Variables affecting the accuracy and consistency of torque (h) Importance of proper application and use (1) Purpose of lubricant (2) Effect of type of lubricant of specified lubricant (see section 8) (3) Where to use lubricant (under nut and on bolt threads) (4) Limitations of lubricants, including oxygen ignition, oxidation, temperature, shelf life, catalyst poisoning, and stress corrosion cracking (compatibility with process fluid and materials of construction) (5) Proper application and amount of lubricant to use (6) Contamination of lubricants during assembly (7) Interpreting the label and material Safety Data Sheet (SDS) information (i) Techniques used for load control (1) Techniques used for load control by torque measurement (2) Techniques used for load control by hydraulic tension (3) Techniques used for load control by length or strain measurement [see paras. lO(a) and lO(b )] (4) Accuracy of each method and relationship to service or joint criticality (see Table F-4-1) 18 ASME PCC-1-2022 Table A-2.1-1 Training of Fundamentals Curriculum (Cont'd) Concepts Addressed Topics (j) Calibration and maintenance of bolttightening equipment (1) Requirements for maintenance of common field equipment (2) Inspection of common field equipment (especially torque wrenches) (3) Familiarization with methods for performing calibration and verification of common field equipment (4) Importance and frequency of calibration and tool verification (k) Inspection and reporting defects or faults (1) Flange-face gasket contact surface inspection (see section 4 and Nonmandatory Appendix D) (2) Acceptable levels of surface flatness and imperfections corresponding to different gasket types (3) Bolt inspection (thread form, corrosion, and free running nut for triggering replacement; see section 4 and Nonmandatory Appendix N) (4) Inspection of flange and nut contact surfaces (for galling, paint, or corrosion; see section 4) (5) Joint gap measurement (see section 12) (6) Joint tolerances and alignment (see Nonmandatory Appendix E) (7) Joint-tightness leak check (see section 14) (l) Procedure for preparing a joint for closure (1) General workflow for inspecting and preparing a joint for closure (2) Methods for holding the gasket in place (including the detrimental effects of excessive adhesive and use of unapproved methods such as heavy grease, lubricant, or tape; see section 7) (3) System cleanliness requirements (m) Gasket handling, preparation, inspection, (1) Use of a single new (not used or damaged) gasket for final installation (see section 7) and installation (2) Final inspection of gasket seal surface and gasket (dimensions, type, and damage) (3) Ensuring gasket can be inserted into joint without damage (4) Ensuring gasket is correctly located (use of flange bolts or a light dusting of approved adhesive sprays) (n) Sources of information on joint assembly (1) ASME PCC-1 (2) Corporate and site standards and specifications for gaskets, bolting, and piping (3) Corporate and site standards for joint assembly (4) Corporate and site standards and specifications for bolt loads and assembly techniques (o) Safe joint disassembly and assembly (1) Ensuring pressure isolation, valve-tagging systems, and safe work practices (see section 14) (2) Verification of pressure isolation, gas detection, and safe entry into the system (3) Temporary support and/or rigging considerations for joint components (4) Working on internal joints and high-level or below-grade joints (scaffold and confinedspace entry) (p) Joint assembly procedures (1) Identification of correct assembly target bolt load (2) Reason for needing a pattern (sequence and passes) in procedure (3) Reason for needing multiple passes in the procedure (see Nonmandatory Appendix F) (4) Measurement of joint gaps during assembly [see para. lO(a)] (5) Hydraulic or pneumatic testing of joint after assembly (see section 14) (6) Measurement of joint gaps after assembly [see para. lO(a)] (7) Use of proprietary backup wrenches and alignment tools, which may improve safety and speed of assembly (q) Ensuring correct use of additional joint components (1) Use of through-hardened washers (see Nonmandatory Appendix M). (2) Use of conical disk (Belleville) spring washers. (3) Use of spacers or bolt collars for the purpose of additional effective length and elongation. (4) Use of prevailing torque nuts, instrumented studs, reaction washers, tensioning nuts, direct tension-indicating washers, and other special-purpose accessories. (5) Use of proprietary nuts, washers, etc. There are innovative proprietary nuts, washers, and other mechanical and hydraulic devices that assist the assembly process. Detailed training on the application of these devices is available from the supplier and/or manufacturer. (6) Use and misuse of locking devices and locking compounds. (r) Importance of joint quality assurance, procedures, certification, and records (1) Joint assembly procedures and typical forms (2) Joint assembly records (see section 1 3) (3) Certification systems for tracking equipment calibration (4) The importance of a joint traveler sheet or assembly tag 19 ASME PCC-1-2022 Table A-2.1-1 Training of Fundamentals Curriculum (Cont'd) Topics (s) Joint disassembly Concepts Addressed (1) Reasons for requiring a disassembly procedure (see section 14) (2) Disassembly procedures and critical issues (3) Use of nut splitters Table A-2.2-1 Piping Endorsement Curriculum Concepts Addressed Topics (a) Assembly technique and gasket recognition in relation to flange-face type (1) Flat face versus raised face versus RTJ and their appropriate gaskets (2) Understanding of ASME B16.S and ASME B16.47 nominal pipe size and pressure class (3) Common flange types, including slip-on, weld neck, socket weld, threaded, and lap joint/ stub end (4) Installation and operational characteristics (rotation, stiffness, flange sealing area, etc.) of common flange types (5) The importance of multipoint tightening or additional passes for RTJ and lens ring joints (6) The potential consequences of mating flat-faced flanges to raised-face flanges (7) Failure potential of brittle cast flanges on valves, pumps, and similar equipment (1) The need to ensure equipment alignment (shaft alignment) is not affected by external (b) Tightening piping joints connecting to loads caused by the assembly of piping connected to the rotating equipment rotating equipment (2) Equipment-allowable nozzle loads and moments (3) Purpose of piping expansion joints (c) Tightening piping joints on pressure relief (1) Potential for inspection work-hold point to ensure that there is no blockage in the relief path devices (2) Correct installation, gaskets, handling, and orientation of rupture disks and discharge lines (3) Confirmation of piping status by a certified inspector (if required) (d) Tightening piping joints on and around (1) Methods of safely restraining bellows and cold-set spring hangers piping expansion joints and cold-set spring (2) Ensuring restraints are removed prior to operation hangers (3) How to recognize and report if too much force is required to bring the flanges together (see Nonmandatory Appendix E) (e) Importance of alignment and gap uniformity (1) Nonmandatory Appendix E flange alignment tolerances (2) Tighter limits are required for shorter or stiff spans (3) Importance of the bolts passing freely through the bolt holes so that the nuts rest parallel to the flange (f) Selecting the target bolt-assembly load (1) Parameters that determine appropriate bolt load (flange size, gasket type, flange class, flange type, flange material, bolt material, piping service) (2) Determination of correct load from gasket specifications and bolt size or flange class charts for torque and hydraulic tensioning (see section 13) (3) Discussion of the advantages and disadvantages of the tightening methods (1) Acceptable methods in relation to bolt size (2) Naturally occurring clearance problems related to general styles of tooling such as hand-torque wrenches, torque multipliers, and impact wrenches (3) Where to look for guidance (user specifications, company guidelines, tool manufacturer websites) (g) Selecting appropriate bolt-tightening tooling 20 ASME PCC-1-2022 Table A-2.3-1 Powered-Equipment Endorsement Curriculum Topics Concepts Addressed (a) General health and safety precautions (1) Safety and securing of high-pressure fluids, fittings, and hoses during operation (2) Placement and removal of backup wrench under high loads (3) Pinch points relative to hydraulic, electric or battery, or pneumatic torque equipment and backup wrenches (4) Dangers associated with socket failure under load from using the incorrect or a low­ quality socket (1) Acceptable methods in relation to bolt size (2) Naturally occurring clearance problems related to general styles of tooling such as hydraulic inline ratchets, hydraulic square-drive ratchets, fixed-size tensioners, variable­ size tensioners, hydraulic nuts, and mechanical jack nuts (3) Bolt-load limitation of hydraulic tensioners as related to pressure, ram size, bolt size, and bolt length (4) Use of comparative angle of nut rotation method when standard hydraulic tooling will not work (insufficient space for hydraulic equipment for one or two bolts) (b) Selecting appropriate bolt-tightening tooling (c) Powered equipment torque (1) Working parts of hydraulic, electric or battery, and pneumatic torque equipment (2) Working parts of a hydraulic pump and hydraulic or pneumatic regulator (3) Troubleshooting hydraulic wrench, hose, hose connections, and pump failures (4) Method of setting target torque (5) Method of using a hydraulic torque wrench (6) Single-point tightening versus simultaneous multiple-point tightening, and the tightening procedure's influence on the assembly procedure (1) Working parts of a hydraulic bolt tensioner (2) Working parts of a hydraulic pump and hydraulic regulator (3) Method of setting correct bolt load (formulas for calculating the target bolt load) for the number of tools in relation to the number of bolts in the joint (4) Method of using a hydraulic bolt tensioner (5) Troubleshooting of tensioner, hose, hose connections, and pump failures (6) Use of a single tensioner versus simultaneous use of multiple tensioners and the influence of each on the assembly procedure (see Nonmandatory Appendix 0) (7) Effect of load losses (BLLF and NLLF) and elastic recovery (indicated tensioner in relation to final bolt load, need for overtension, and the effect of bolt grip-length to bolt diameter ratio; see section 9 and Nonmandatory Appendix Q, para. Q-4.1) (d) Powered equipment tension (e) Calibration and maintenance of powered (1) Requirements for maintenance of common hydraulic field equipment equipment (2) Inspection of hydraulic hoses and cylinders (3) Familiarization with methods for calibrating common hydraulic field equipment (4) Importance and frequency of calibration Table A-2.4-1 Heat Exchanger Endorsement Curriculum Topics Concepts Addressed (a) Types of exchangers [Tubular Exchanger (1) Joint configurations, terminology, and locations Manufacturers Association (TEMA) (2) Gasket configurations for the different types of joints designations] and their joints (3) Confined gaskets versus unconfined gaskets (4) Measurement of final joint gaps as a measure of success (b) Bundle pushing and considerations for assembly (1) Bundle and channel orientation to align piping and one or more pass-partition grooves (2) Risks during pushing (damage to the flange face or shell gasket) (c) Tubesheet joint considerations, shell-side (1) Second gasket compression (more assembly passes may be required) gasket damage, and recompression of shell­ (2) Risks ifthe shell-side gasket seal is broken when the channel is removed (if the bundle is side gaskets on tube-sheet joints not being pulled) (3) Inspection of pass-partition surfaces (pass-partition flush with flange facing) (4) Consideration of tightening shoulder-type bolts from both sides (5) Gasket pass-partition alignment 21 ASME PCC-1-2022 (a) Tighten a bolt using manual torque control with an instrumented bolt to measure the achieved bolt load. (b) Assemble a bolt without lubricant to a torque value. (c) Assemble the same bolt as in (b) with lubricant to the same torque value. (d) Compare the different achieved bolt loads. A-3 EXAMI NATION PROG RAM A-3.1 Academic Examination Trainees at and above skill level 2 shall demonstrate their academic understanding and knowledge of health, safety, quality, and technical procedures relevant to the assembly of bolted j oi nts by compl etion of a written or online assessment. A separate set of examina­ tion questions will be required for each supplemental en­ dorsement and should cover the topics detailed in paras. A-2.1 through A-2.5. A-3.4 Piping Endorsement - Examination The practical examination for a piping endorsement requires the trainee to use a manual torque wrench to satisfactorily assemble one or more of the following types of flange joint: (a) raised-face flange (b) RTJ (c) flat-faced flange A-3.2 Practical Examination Trainees at and above skill level 2 shall demonstrate their understanding of practical skills in the assembly of bolted joints by completing at least one bolted joint practical demonstration and witnessing the others (see paras. A-3.3.1 through A-3.3.3). The training offundamen­ tals demonstrations are designed to highlight significant aspects of the training curriculum and shall be performed in the presence of and to the satisfaction of the user and be administered and witnessed by a bolting trainer as defined in para. A-1.3.5. The training of fundamentals demonstrations detailed in paras. A-3.3.1 through A-3.3.3 highlight several critical points of the joint assembly. The user may modify the demonstrations or substitute alternative demonstrations for specific joint types or gaskets, provided the bolting SME (see para. A-1.3.6) determines the desired learning points are still achieved. A-3.5 Powered-Equipment Endorsement Examination A-3.5 . l Torq ue. The practical examination for a powered-equipment torque endorsement requires the trainee to use hydraulic, p n e u m atic, or e l ectri c ­ powered torque equipment to satisfactorily assemble flange joint types, including (a) raised-face flange (b) RTJ A-3 . 5 . 2 Tensio n . The practical examination for a powered-equipment tension endorsement requires the trainee to use hydraulic bolt tensioning to satisfactorily assemble flange joint types, including (a) raised-face flange (b) RTJ A-3.3 Examples for Training of Fundamentals Examination A-3.6 Heat Exchanger Endorsement Examination A-3.3.l I mportance of Correct Pretig htening Basic Skills. Perform the following on a flange test rig: The practical examination for a heat exchanger en­ dorsement requires the trainee to satisfactorily assemble either a simulated heat exchanger or a heat exchanger in the field under supervision. The exchanger joint config­ urations shall include (a) tubesheet to shell (b) bonnet or cover to tubesheet (c) collar bolt (a) Select the correct gasket, bolt and nut material, and lubricant. (b) Install gasket, bolt and nut, and lubricant correctly. A-3.3.2 Reaction of Different Types of Gaskets to Standard Tightening Procedure. Perform the following on a flange test rig having four or more bolts: (a) Assemble a four-bolt flange with a polytetrafluor­ oethylene (PTFE) sheet gasket, small-diameter flange with a spiral-wound gasket without inner and outer rings using a tightening pattern and ensure the gasket is centrally located on the raised face. M onitor the bolt load, stress, or elongation during the tightening to see when it stabilizes (number of passes). (b) Repeat (a) with a spiral-wound gasket with inner and outer rings. (c) Repeat (a) with a corrugated or grooved-metal gasket that has graphite facing. A-3.7 Special Joint Endorsement - Examination The practical examination for a special joint endorse­ ment should cover joints or components that have a proprietary design, including, but not limited to, expan­ sion joints, isolated joints, compact flanges, hub or clamp connectors, and rupture disks or spectacle disks. The practical examination requires the trainee to satisfactorily assemble the specific special joint. Key learning objectives should include (a) seal surface preparation (b) the importance of alignment and gap uniformity A-3.3.3 Demonstration of the Effect of Lubricants. Perform the following: 22 ASME PCC-1-2022 (c) gasket handling, preparation, and installation (d) specific assembly steps, tooling, or procedures A-4 QUALITY ASSU RANCE pertaining to the joint consideration A-4.1 Program Manual A-3.8 Skill-Level Evaluation The employer should have a program manual that outlines how the program is administered and includes a reference to the training course syllabus, lesson plans, and examination documents. The p rogram manual should form the basis for demonstration of compliance with this Appendix and with the training or­ ganization. As recommended in para. A-1.1, skill-level evaluation should occur on a regular basis. Users who prefer to imple­ ment a periodic evaluation process should use both the academic and the practical parts of the examination process relevant to the individual's role, skill level, and any supplemental endorsements. Individuals with legacy Appendix A training or qualifi­ cation certificates should use the academic and practical examinations detailed within this Appendix to complete or update their certification. A-4.2 Program Records The employer should maintain records of all training and assessments conducted in compliance with this Appendix for traceability purposes. These records should include copies of certification and examinations and a feedback process for review and monitoring of program effectiveness. 23 ASME PCC-1-2022 NONMANDATORY APPENDIX B (22) DESCRIPTION OF COMMON TERMS The definitions formerly in this Appendix have been moved to Mandatory Appendix I. 24 ASME PCC-1-2022 NONMANDATORY APPENDIX C RECOMMENDED GASKET SEATING SURFACE FINISH FOR VARIOUS GASKET TYPES (22) See Table C-1. Table C-1 Recommended Gasket Seating Surface Finish for Various Gasket Types Gasket Description Spiral-wound Soft-faced metal core with facing layers such as flexible graphite, PTFE, or other conformable materials Flexible graphite reinforced with a metal interlayer insert Grooved metal Flat solid metal Flat metal jacketed Soft cut sheet, thickness s l.5 mm (s 1/1 6 in.) Soft cut sheet, thickness >1.5 mm (> 1/1 6 in.) Gasket Seating Surface Finish, µm ( µin.) [Note (1}] 3.2-6.4 (125-250) 3.2-6.4 (125-250) 3.2-6.4 (125-250) 1.6 max. (63 max.) 1.6 max. (63 max.) 2.5 max. (100 max.) 3.2-6.4 (125-250) 3.2-13 (125-500) NOTE: (1) Finishes listed are average surface roughness values and apply to either the serrated concentric or serrated spiral finish on the gasket seating surface of the flange. 25 ASME PCC-1-2022 NONMANDATORY APPENDIX D GUIDELINES FOR ALLOWABLE GAS KET SEATING SURFACE FLATNESS AND DEFECT DEPTH (22) In this case, it is conservative to calculate the overall gaps between the flanges atpoints around the circumference and use the single-flange tolerances as shown in Table D-2-lM/ Table D-2-1 to determine the acceptability of the gap. D-1 I NTRODUCTION The imperfections and flange flatness limits listed in this Appendix are intended as inspection guidance. If the limits are exceeded, then engineering judgment should be used to determine whether the particular defect is acceptable. Such determinations should consider factors such as the actual gasket construction, flange flexibility, bolt spacing, joint leakage history, and the risk associated with leakage. D-3 FLANGE FACE IMPERFECTION TOLERANCES The tolerances shown in Table D-3-lM/Table D-3-1 are separated into two categories, depending on whether a hard o r a soft gasket is b eing used in the j oint (see M andato ry Appendix I) . Care s h o u l d be taken to ensure the correct tolerances are employed for the gasket being installed. It is important to note that the toler­ ances apply to the gasket seating surface. D-2 FLANGE FACE FLATN ESS TOLERANCES A flatness check of the flange gasket seating surface is usually considered for large-diameter flanges, those with a history of leakage, or when it is desired to establish that the surface meets a particular flatness criterion. The tolerances in Table D-2-lM/Table D-2-1 are depen­ dent on the type of gasket employed and are categorized based on the expected axial deflection of the gasket at a typical target assembly stress. Soft gaskets (see M andatory Appendix I) are more tolerant of flange flatness imperfections but are typically more difficult to assemble. Hard gaskets (see Mandatory Appendix I) have less compression than soft gaskets and, while this can help with improved assembly due to less bolt interaction (cross-talk), it generally means that hard gaskets are more sensitive to flange flatness out-of-toler­ ance. It is suggested that load-compression test results for the gasket being used be obtained from the gasket manu­ facturer to determine which of the listed flatness tolerance limits should be employed. Some types of gaskets, such as expanded or microcellular PTFE, elastomers, and flexible graphite, with sufficient initial thickness and applied load, may provide suitable sealing performance to justify the use of larger tolerances (ref. [1]). The highest and lowest measurements around the entire circumference of the gasket s eating surface may b e recorded and the differences between the two compared to the sum of the radial and circumferential limits stated in Table D-2-l M/Table D-2-1. Mating flanges that have only one possible alignment configuration may also be gauged to determine that any waviness of the flange faces is complimentary, such that the seating surfaces follow the same p attern. This i s found in multipass exchanger joints and is often caused by thermal distortion. D-4 RTJ GASKETS Flanges for RTJ gaskets are typically inspected for flange flatness and seating surface imperfections in a different manner than that for raised-face flanges. The flange flat­ ness and groove dimensions are examined prior to joint disassembly by inspection of the gap between the outer edges of the raised faces. If the gap at any location around the joint circumference is less than 1.5 mm (0.062 in.), then consideration should be given to repair or rema­ chining of the groove at the next opportunity. This elim­ inates the possibility of the flange faces touching during assembly, which can lead to joint leakage. Once the joint is d i s a s s e m b l e d, th e g a s k e t s e a t i ng s u r fa c e ( s e e Figure D-4-1) should b e inspected for damage i n accor­ dance with the requirements listed for hard gaskets in Table D - 3 - l M/Table D - 3 - 1 . In addition, the gasket groove may be inspected for cracking using a suitable inspection technology. Refer to ASME PCC-2, Article 305 for repair considerations. D-5 REFERENCE [1] Brown, W., "Background on the New ASME PCC-1 2010 Appendices D & 0 'Guidelines for Allowable Gasket C ontact S urface Flatness and D e fect D epth' and 'Assembly Bolt Load Selection,' " ASME 2010 Pressure Vessels and Piping C onfe rence, PVP 2 0 1 0 - 2 5 7 6 6, B ellevue, WA, Ju ly 1 8 - 2 2 , 2 0 1 0, D O I : 1 0 . 1 1 1 5 / PVP2010-25766 26 ASME PCC-1-2022 Table D-2-lM Flange Seating Face Flatness Tolerances (Metric) Measurement Hard Gaskets Acceptable variation in circumferential flange seating surface flatness Acceptable variation in radial (across the surface) flange seating surface flatness Maximum acceptable pass-partition surface height vs. flange face Tl < 0.15 mm T2 < 0.15 mm -0.25 mm < P < 0.0 mm GENERAL NOTE: See Figures D-2-1 and D-2-2 for the description of Tl and T2 measurement methods. Soft Gaskets Tl < 0.25 mm T2 < 0.25 mm -0.50 mm < P < 0.0 mm Table D-2-1 Flange Seating Face Flatness Tolerances (U.S. Customary) Hard Gaskets Measurement Acceptable variation in circumferential flange seating surface flatness Acceptable variation in radial (across the surface) flange seating surface flatness Maximum acceptable pass-partition surface height vs. flange face Tl < 0.006 in. T2 < 0.006 in. -0.010 in. < P < 0.0 in. GENERAL NOTE: See Figures D-2-1 and D-2-2 for the description of Tl and T2 measurement methods. Soft Gaskets Tl < 0.01 in. T2 < 0.01 in. -0.020 in. < P < 0.0 in. Figure D-2-1 Flange Circumferential Variation Tolerance, n Align the measu rement tool a n d set the datum at fo u r poi nts a ro u n d the c i rcu mference. Take measu rements a ro u n d the fu l l c i rcu mference to compare to tolera nce Tl . I n c rement out 6 m m (0.25 i n . ) and repeat measu rement. Repeat u ntil entire 1 gasket seating su rface ( g ray reg i o n ) h as been measu red. . I '· Tl = th e maxi m u m acceptable difference between the h ig h est a n d lowest measu rement f o r each c i rc u mferential line of measu rement. 27 ASME PCC-1-2022 Figure D-2-2 Flange Radial Variation Tolerance, T2 T2 = th e maxi m u m acceptable d iffe rence across each radial l i n e of measurement Align the measurement tool a n d set the datum at fou r poi nts around the c i rcu mference on the inner edge of the seating su rface. Take measu rements a l ong rad i a l l i nes across the gasket � seat i n g su rface ( g ray region) every 200 mm (8 i n . ) or less u ntil the entir gasket seating s u rface has been measured. ....... · P = axial height from t h e i n n e r edge of the flange seating su rface to the pass-partition plate seating su rface Table D-3-lM Allowable Defect Depth vs. Width Across Face (Metric) Measurement rd < w/4 w/4 < rd < w/2 w/2 < rd < 3w/4 rd > 3w/4 Hard-Faced Gaskets Soft-Faced Gaskets <0.76 mm <0.25 mm Not allowed Not allowed <1.27 mm <0.76 mm <0.13 mm Not allowed Table D-3-1 Allowable Defect Depth vs. Width Across Face (U.S. Customary) Measurement rd < w/4 w/4 < rd < w/2 w/2 < rd < 3w/4 rd > 3w/4 GENERAL NOTES: (a) See Figures D - 3 - 1 and D-3-2 for the description of defect measurement and for the definition of w. (b) Defect depth is measured from the peak of the surface finish to the bottom of the defect. Hard-Faced Gaskets Soft-Faced Gaskets <0.030 in. <0.0 10 in. Not allowed Not allowed <0.050 in. <0.030 in. <0.005 in. Not allowed GENERAL NOTES: (a) See Figures D - 3 - 1 and D-3-2 for the description of defect measurement and for the definition of w. (b) Defect depth is measured from the peak of the surface finish to the bottom of the defect. 28 ASME PCC-1-2022 Figure D-3-1 Flange Surface Damage Assessment: Pits and Dents G asket seating su rface w Pits a n d dents Do not loca l l y polish, grind, or buff seating su rface ( remove bu rrs only) rd = projected radial distance ac ross seating su rface d = ra dial measurement between defects w = radial width of gasket seating su rface Scatte red; rd = the s u m of rd; l Figure D-3-2 Flange Surface Damage Assessment: Scratches and Gouges Scratches and gouges w Do not loca l l y polish, g rind, or buff seating s u rface ( remove bu rrs only) rd = projected radial distance across seating su rface 29 rd ASME PCC-1-2022 Figure D-4-1 RTJ Gasket Seating Surface Assessment Octagonal RTJ Oval RTJ � Seating su rface ( w) �� I 4w*/3 � \� G asket seating width w = d/2 or 4w*/3 30 - - ASME PCC-1-2022 NONMANDATORY APPENDIX E FLANGE JOINT ALIGNMENT GUIDELINES E-1 CH ECKS, MEASU REMENTS, OR VERI FICATIONS (a) Specify the necessary sequence of the alignment E-3 ALIGNMENT METHODS A N D TOOLS (a) Specify acceptable tools and methods for correcting misaligned flanges. (b) Flanges that cannot be aligned with accepted align­ ment methods and tools should be evaluated and replaced if necessary. For misalignments on piping systems larger than ON 450 (NPS 1 8), consider the special guidelines of WRC Bulletin 449, para. 1.2.3 concerning the modification or rebuilding of a portion of the system. (c) Flanges such as blind flanges and tube bundles not attached to external piping or components can be aligned with sufficient support or force. (d) When external alignment devices are used, flanges should be brought into uniform contact with the uncom­ pressed gasket face using a maximum of 10% of the total target assembly bolt load. No single bolt should be tight­ ened above 20% of the single target bolt load. (e) When no external alignment devices are used, flanges should meet the alignment tolerances for PRL and GP (see Table E - 2 - 1 and Figure E - 2 - 3) using a maximum of 20% of the total target assembly bolt load. procedure and any checks, measurements, or verifications during the alignment process. (b) See Nonmandatory Appendix J, section J-2 for the final joint alignment assessment. E-2 VERI FICATION METHODS AN D TOLERANCES (a) For machinery, refer to AP! Recommended Practice (RP) 686, Chapter 6, Sections 4.6 through 4.9 and Figure B-4 for acceptable alignment tolerances. (b) WRC Bulletin 449, para. 1 . 2 .2 covers stringent alignment tolerances that apply to critically stiff (as described in WRC Bulletin 449) piping systems, such as rotating equipment nozzles. (c) Centerline (CL) tolerance should be measured at four locations, each approximately 90 deg apart on the flange. Hold a straight edge parallel to the axis of one flange and flush with the outside diameter ( 0 . 0 . ) . Extend the straight edge t o the adjoining flange and measure the distance from the straight edge surface to t h e s a m e s u rfa c e on t h e a d j o i n i ng fl a n g e ( s e e Figure E-2-1). (d) Gap (GP) tolerance is a measurement of the spacing between the seating surfaces (see Figure E-2-2). (e) Parallelism (PRL) tolerance is a measurement defining the uniformity of distance between the sealing surfaces of two flange faces. PRL tolerance is calculated as the difference b etwe en the largest and smallest d istance between the two sealing surfa c e s at the sealing surface 0.0. (see Figure E-2-3). ljJ Rotational two-hole (RTH) ensures the flange holes are rotationally aligned to one another such that fasteners can be installed perpendicular to both flanges. Measure RTH by confirming the hole centers are aligned (see Figure E-2-4). (g) For common alignment tolerances, see Table E-2-1. E-4 ENGIN EERING EVALUATION (a) When the alignment of flanges requires more force than can be exerted by hand or common hand and hammer alignment tools, such as spud wrenches and alignment pins, engineering should be consulted. (b) For alignment of flanges connected to pumps or rotating equipment, care should be taken to prevent the introduction of strain into the equipment housing or bearings (see AP! RP 686). (c) If excessive force is required to bring flange gaps into compliance, a pipe stress analysis should be consid­ ered, especially if it is suspected the walls have thinned or the piping has been modified from the original design. 31 (22) ASME PCC-1-2022 Figure E-2-1 Centerline High/Low C L tolerance GENERAL NOTE: See para. E-2(c). Figure E-2-2 Excessive Spacing Gap GENERAL NOTE: See para. E-2(d). Figure E-2-3 Parallelism Max.- P R L = max. - m i n . - -+-- M i n . GENERAL NOTE: See para. E -2(e). 32 ASME PCC-1-2022 Table E-2-1 Common Alignment Tolerances Figure E-2-4 Rotational Two-Hole Property CL GP PRL RTH Maximum Tolerance, mm (in.) [Note (1)] 1.5 c111 6) Gasket thickness x 2 0.8 (1132) 3 (1/s) NOTE: (1) These common alignment tolerances are to be used with section E-3 and Figures E-2-1 through E-2-4. GENERAL NOTE: See para. E-2(f). 33 ASME PCC-1-2022 NONMANDATORY APPENDIX F (22) JOINT-TIGHTENING PRACTICES AND PATTERNS manufacturers, the user's existing procedures, and industry-recognized bolting standards. Turn-of-nut is generally used for adjusting previously tightened bolts or for live tightening and is not usually used for initial assembly (see Mandatory Appendix !) . Torque turn does not depend on a K-factor, requires the back nut not to turn, and is an alternative method for otherwise inaccessible bolts. F-1 I NTRODUCTION Tightening practices depend on the target bolt stress ( s e e N o nmandatory Appendix 0 ) and tightening method, including load control and tool selection. User­ accepted p atterns and practices should also include load verification or experience. The patterns in para. F-6.1 have received wide accep­ tance in the industry for their performance as proven p atterns. These patterns may be modifi ed based on user experience. However, new patterns should be veri­ fied as acceptable by the user. New patterns should be developed using m easurement of key indicators of assembly effectiveness, such as sealing performance, resi­ dual bolt load, uniformity of gasket compressi on, assembly effort, or complexity (ref. [1]) . Hydrostatic testing does not provide sufficient evidence to confirm an assembly procedure's effectiveness. The applicability of a pattern may or may not be trans­ ferable to other facilities or applications. The user should use sound engineering practice and judgment to deter­ mine a specific pattern's applicability to a given applica­ tion. Users should review the following cautions and concerns with the use of any alternative assembly patterns: (a) localized overcompression of the gasket {b) uneven tightening resulting in flange distortion or gasket compression (c) nonuniform application of gasket seating load (d) excessive load or unloading of the gasket during assembly (e) resulting nonparallel flanges F-3 BOLT-LOAD VERI FICATION The user should decide the levels of tightening controls and verification the assembler should apply to any par­ ticular joint or group of joints to be tightened. Load verification involves an additional step to confirm the desired bolt load. Load-verification methods include bolt elongation and direct load measurement. Bolt elongation measurement (see Nonmandatory Appendix J, section J-3) is a way to verify bolt stress; it typically requires temperature monitoring and measure­ ment of the bolts both before and after tightening. It also requires specially prepared bolts, measuring equipment, a knowledgeable operator, and a calibrated micrometer or ultrasonic measurement equipment. Load cells or other proprietary devices can make direct load measurements. Load cells can provide real-time feed­ back but may have temperature limitations. There are various load-sensing devices that the user may select based on the specific situation. Most direct load measure­ ment methods depend on operator training and calibra­ tion. F-4 TIGHTEN I N G PRACTICES Not all pressure boundary bolted joints demand the same level of systematic care and scrutiny. Table F-4-1 shows examples of tightening m ethods and load­ control techniques based on the service application. Users should consider the risks (safety, environmental, financial) associated with potential joint failure according to the service category of the joint under consideration. The user should also consider the history of the joint and the likelihood ofleakage (see Nonmandatory Appendix 0). F-2 BOLT-LOAD CONTROL Load control is applying a determined amount of force during the tightening process. Common load-control methods include torque, tension, and turn-of-nut, a prescribed amount of nut rotation. The use of impact wrenches is an example of uncontrolled turning. The user should determine the target assembly bolt stress and target torque. Nonmandatory Appendix 0 provides guidance on computing assembly bolt stress. Other acceptable sources for bolt stress calculation include target torque or load values from equipment 34 ASME PCC-1-2022 Table F-4-1 Example Tightening Practices Based on Service Application Service Application Mild Intermediate Critical Tools Tightening Method Load-Control Technique Manual or auxiliary-powered tools Single- or multitool tightening patterns Consistent procedures per industry best practices or torque control Manual or auxiliary-powered tools or Single- or multitool tightening patterns Torque or tension control torque- or tension-measuring tools Torque- or tension-measuring tools Single- or multitool tightening patterns Torque or tension control User specifies requirements for final bolt elongation/load verification All of the patterns discussed in this Appendix involve incremental tightening in steps expressed as percentages of target torque. The percentage values assigned to these intermediate passes are acceptable ranges and are not exact or required point values. Multiple tools can be used with all these patterns to increase assembly effi­ ciency and tool movement. However, using more than four tools is not in the scope of this Appendix. F-5 TOOL SELECTION FOR LOAD CONTROL (a) Users should select the tooling to ensure it meets the safety, accuracy, repeatability, and efficiency goals. Tool selection should consider the assembly procedures, lubrication, joint component conditions, specific material properties, stud load requirements, proper calibration and maintenance of the tool, and bolting assembler training and competency. (b) H and-operated torque wrenches are generally practical for bolts 25 mm (1 in.) in diameter or less or bolts with assembly torque less than 680 N·m (500 ft-lb). (c) Powered torque and tensioning tools are available to create bolt preload. (See Nonmandatory Appendix A for guidance on training for the proper handling of powered equipment.) (d) Proprietary devices that create or measure applied torque or achieved loads may also be part of the tooling decision. F-6.l Torque Tightening Patterns This Appendix presents multiple proven torque tight­ ening patterns. The traditional Star Pattern is a gradual and conservative pattern that applies the same torque to every bolt on each pass. This controlled approach may render more even loading of highly compressible gaskets and reduce the potential for damage to thin, nonstandard, or fragile flanges. The other patterns described in this Appendix speed up the assembly process by reducing the number of bolts touched at the same torque value per pass and accelerating the per­ centage of target torque applied per pass. In addition to less effort, these patterns have been found to result in improved gasket compression for typical industry gaskets and are, therefore, preferred (ref. [2]) . See Nonmandatory Appendix J, section J-5 for information on bolt grouping for flanges with large amounts of studs. F-6 TIGHTENING PATTERNS Users should select a tightening pattern that uses a sequence with passes that counters elastic interaction effects. The term "sequence" refers to the numbering protocol used to indicate the bolts' tightening order. The term "passes" refers to the incremental loading and tightening steps leading to the assembly target bolt stress. The term "pattern" refers to the application of passes in a specified sequence. The patterns listed in this Appendix demonstrate efficiency by less tool move­ ment (torque values quickly step up). The patterns in this Appendix (a) provide experience-proven examples that may be followed with confidence on most applications, avoiding unproductive experimentation or trial-and-error (b) demonstrate how past patterns may be accelerated by some combination of (1) eliminating the need to tighten every bolt in every pass (2) accelerating the target torque values between passes (c) have advantages and disadvantages when applied to certain types of flange joints F-6.1.l Pattern #1 Star Pattern. Referred to as the Legacy Pattern in previous editions of ASME PCC-1, the Star Pattern was historically the industry's most-used tightening pattern. While assemblers are familiar with this pattern, it is the most conservative of the bolting patterns listed in ASME PCC-1 because it touches every bolt at the same torque value on each pass. - F - 6 . l . l . l Seq uence. Table F- 6 . 1 . 1 . 1 - 1 involves marking the tightening sequence number in the correct order on the flange so the assembler can follow tool move­ ment. Establish one primary method of marking the tighten­ ing sequence on a given flange. It is recommended to use Table F-6.1.1.1-1 to mark the bolt-tightening sequence so that a separate reference table is not required during the 35 ASME PCC-1-2022 Table F-6.1.1.1-1 Star and Modified Star Pattern Sequencing No. of Bolts 4 8 Bolt-Numbering Sequence to Be Marked Clockwise on the Flange 1, 3, 2, 4 1, S, 3, 7, 2, 6, 4, 8 12 16 1, 9, S, 3, 11, 7, 2, 10, 6, 4, 12, 8 20 24 1, 1 7, 9, S, 13, 3, 19, 11, 7, lS, 2, 18, 10, 6, 14, 4, 20, 12, 8, 16 1, 1 7, 9, S, 13, 21, 3, 19, 1 1, 7, l S, 23, 2, 18, 10, 6, 14, 22, 4, 20, 12, 8, 16, 24 1, 9, S, 13, 3, 11, 7, lS, 2, 10, 6, 14, 4, 12, 8, 16 28 1, 2S, 17, 9, S, 13, 21, 3, 27, 19, 1 1, 7, lS, 23, 2, 26, 18, 10, 6, 14, 22, 4, 28, 20, 12, 8, 16, 24 32 1, 2S, 17, 9, S, 13, 21, 29, 3, 27, 19, 11, 7, lS, 23, 31, 2, 26, 18, 10, 6, 14, 22, 30, 4, 28, 20, 12, 8, 16, 24, 32 1, 3 3, 2S, 17, 9, S, 13, 21, 29, 3, 3S, 27, 19, 1 1, 7, lS, 23, 31, 2, 34, 26, 18, 10, 6, 14, 22, 30, 4, 36, 28, 20, 12, 8, 16, 24, 32 36 40 44 1, 33, 2S, 17, 9, S, 13, 21, 29, 37, 3, 3S, 27, 19, l l, 7, lS, 23, 31, 39, 2, 34, 2 6, 18, 10, 6, 14, 22, 30, 38, 4, 36, 28, 20, 12, 8, 16, 24, 32, 40 1, 41, 33, 2S, 17, 9, S, 13, 21, 29, 37, 3, 43, 3S, 2 7, 19, 11, 7, lS, 23, 31, 39, 2, 42, 34, 26, 18, 10, 6, 14, 22, 30, 38, 4, 44, 36, 28, 20, 12, 8, 16, 24, 32, 40 48 1, 41, 33, 2S, 17, 9, S, 13, 2 1, 29, 37, 4S, 3, 43, 3S, 27, 19, 11, 7, lS, 23, 31, 39, 47, 2, 42, 34, 26, 18, 10, 6, 14, 22, 30, 38, 46, 4, 44, 36, 28, 20, 12, 8, 16, 24, 32, 40, 48 S2 1, 49, 41, 33, 2S, 17, 9, S, 1 3, 2 1, 29, 37, 4S, 3, Sl, 43, 3S, 27, 19, 11, 7, lS, 23, 31, 39, 47, 2, SO, 42, 34, 26, 18, 10, 6, 14, 22, 30, 38, 46, 4, S2, 44, 36, 28, 20, 12, 8, 16, 24, 32, 40, 48 S6 1, 49, 41, 33, 2S, 17, 9, S, 13, 21, 29, 3 7, 4S, S3, 3, Sl, 43, 3S, 27, 19, 11, 7, lS, 23, 3 1, 39, 47, SS, 2, SO, 42, 34, 26, 18, 10, 6, 14, 22, 30, 38, 46, S4, 4, S2, 44, 36, 28, 20, 12, 8, 16, 24, 32, 40, 48, S6 60 1, S7, 49, 41, 33, 2S, 17, 9, S, 13, 21, 29, 37, 4S, S3, 3, S9, Sl, 43, 3S, 27, 19, 11, 7, lS, 23, 31, 39, 47, SS, 2, S8, SO, 42, 34, 26, 18, 10, 6, 14, 22, 30, 38, 46, S4, 4, 60, S2, 44, 36, 28, 20, 12, 8, 16, 24, 32, 40, 48, S6 64 1, S7, 49, 41, 33, 2S, 17, 9, S, 13, 2 1, 29, 37, 4S, S3, 61, 3, S9, Sl, 43, 3S, 27, 19, 11, 7, lS, 23, 31, 39, 47, SS, 63, 2, S8, S0, 42, 34, 26, 18, 10, 6, 14, 22, 30, 38, 46, S4, 62, 4, 60, S2, 44, 36, 28, 20, 12, 8, 16, 24, 32, 40, 48, S6, 64 68 1, 6S, S7, 49, 41, 33, 2S, 17, 9, S, 1 3, 21, 29, 37, 4S, S3, 61, 3, 67, S9, Sl, 43, 3S, 27, 19, 1 1, 7, lS, 23, 3 1, 39, 47, SS, 63, 2, 66, S8, SO, 42, 34, 26, 18, 10, 6, 14, 22, 30, 38, 46, S4, 62, 4, 68, 60, S2, 44, 36, 28, 20, 12, 8, 16, 24, 32, 40, 48, S6, 64 72 1, 6S, S7, 49, 41, 33, 2S, 17, 9, S, 1 3, 21, 29, 37, 4S, S3, 61, 69, 3, 67, S9, Sl, 43, 3S, 27, 19, 11, 7, lS, 23, 31, 39, 47, SS, 63, 71, 2, 66, S8, SO, 42, 34, 26, 18, 10, 6, 14, 22, 30, 38, 46, S4, 62, 70, 4, 68, 60, S2, 44, 36, 28, 20, 12, 8, 16, 24, 32, 40, 48, S6, 64, 72 76 1, 73, 6S, S7, 49, 41, 33, 2S, 17, 9, S, 13, 2 1, 29, 37, 4S, S3, 61, 69, 3, 7S, 67, S9, Sl, 43, 3S, 27, 19, 11, 7, lS, 23, 31, 39, 4 7, SS, 63, 71, 2, 74, 66, S8, S0, 42, 34, 26, 18, 10, 6, 14, 22, 30, 38, 46, S4, 62, 70, 4, 76, 68, 60, S2, 44, 36, 28, 20, 12, 8, 16, 24, 32, 40, 48, S6, 64, 72 1, 73, 6S, S7, 49, 41, 3 3, 2S, 17, 9, S, 13, 21, 29, 37, 4S, S3, 61, 69, 77, 3, 7S, 67, S9, Sl, 43, 3S, 27, 19, 1 1, 7, lS, 23, 3 1, 39, 47, SS, 63, 71, 79, 2, 74, 66, S8, S0, 42, 34, 26, 18, 10, 6, 14, 22, 30, 38, 46, S4, 62, 70, 78, 4, 76, 68, 60, S2, 44, 36, 28, 20, 12, 8, 16, 24, 32, 40, 48, S6, 64, 72, 80 80 84 88 1, 81, 73, 6S, S7, 49, 41, 33, 2S, 17, 9, S, 13, 21, 29, 37, 4S, S3, 61, 69, 77, 3, 83, 7S, 67, S9, S 1, 43, 3S, 27, 19, 11, 7, l S, 23, 31, 39, 47, SS, 63, 71, 79, 2, 82, 74, 66, S8, so, 42, 34, 26, 18, 10, 6, 14, 22, 30, 38, 46, S4, 62, 70, 78, 4, 84, 76, 68, 60, S2, 44, 36, 28, 20, 12, 8, 16, 24, 32, 40, 48, S6, 64, 72, 80 1,81, 73, 6S, S7, 49, 41, 33, 2S, 17, 9, S, 13, 21, 29, 37, 4S, S3, 61, 69, 77, 8S, 3, 83, 7S, 67, S9, Sl, 43, 3S, 27, 19, 11, 7, lS, 23, 31, 39, 47, SS, 63, 71, 79, 87, 2, 82, 74, 66, S8, S0, 42, 34, 26, 18, 10, 6, 14, 22, 30, 38, 46, S4, 62, 70, 78, 86, 4, 84, 76, 68, 60, S2, 44, 36, 28, 20, 12,8, 16, 24, 32, 40, 48, S6, 64, 72, 80, 88 36 ASME PCC-1-2022 tightening process. Maintaining two numbering systems on the same flange may confuse assemblers. Nonmandatory Appendix J, Table J-6-1 is identical to a table in a previous edition (ASME PCC-1-2019, Table 3). This table refers to a Legacy Cross-Pattern numbering system. This numbering system allows, e.g., the quick identification of bolt number 20 in a 40-bolt flange but requires Table 3 as a reference for the tightening sequence during the tightening process. Numbering the bolts in a clockwise order can also help reference leak locations. Nonmandatory Appendix J, Figure J-5-1 is identical to a figure in a previous edition (ASME PCC-1-2019, Figure 4). This figure has information on grouping bolts for flanges with a large number of bolts. (a) Mark the tightening sequence numbers using the s a m e p ro c e d u r e a s the b a s i c S t a r Pattern fro m Table F-6.1.1.1-1. (b) Following the sequence numbers as marked per (a), tighten each bolt as described in (1) through (5) below. (1) Pass #1. 20% to 30% of target torque on bolts numbered 1 to 4 (2) Pass #2. 50% to 70% of target torque on bolts numbered 5 to 8 (3) Pass #3. 100% of target torque on the remaining bolts in the sequence (4) Pass #4. 100% of target torque on all bolts in the s e q u e n c e may b e r e q u i r e d for soft gaskets ( s e e Mandatory Appendix I); also recommended for proble­ matic joints (SJ Check Pass. 100% of target torque on all bolts using a rotational or circular sequence until there is no further nut rotation Figure F-6.1.1.2.2-2 shows an example of how to use multiple tools with the Modified Star Pattern. F-6.1.1.2 Passes. There are two options for applying the passes with the Star Pattern. Option 1 applies the tradi­ tional sequence and passes. Option 2 is the Modified Star Pattern as it requires tightening fewer bolts per pass, which has the advantage of resulting in more uniform gasket compression as the residual gasket stress upon commencement of the circular passes is substantially higher. F-6.1.2 Pattern #2 - Quadrant Pattern. The Quadrant Pattern has been successful in applications across the full range of gaskets and joint configurations. The Quadrant Pattern speeds assembly efficiency by (a) reducing sequence marking time (b) tightening only selected bolts in the initial pass (c) rapidly increasing the torques applied in subsequent passes to the final values NOTE: When the flange consists of soft or soft-faced gaskets (see Mandatory Appendix I) , they may be more susceptible to damage. Therefore a gap measurement is recommended during the assembly process. (See also section F - 8 for additional guidance on highly compressible gaskets.) F-6 . l.l.2.l Option l - Star Pattern. The Star Pattern follows a prescribed tightening sequence as set in Table F-6.1.1.1-1, and progressive tightening passes as outlined in (a) through (c). (a) Mark the tightening sequence numbers (per Table F-6. 1 . 1 . 1 - 1) on the flange, beginning with the bolt at an arbitrary 12 o'clock position. (b) After numbering the bolts, it is no longer necessary for the assembler to have a copy of Table F-6.1.1.1-1 in hand. (c) Following the sequence numbers as marked per (a), tighten each bolt as described in (1) through ( 4) below. See also Figure F-6.1.1.2.1-1. (1) Pass # 1 . All bolts in sequence to 20% to 30% of the target torque (2) Pass #2. All bolts in sequence to 50% to 70% of the target torque (3) Pass #3. All bolts in sequence to 100% of the target torque (4) Check Pass. All bolts in circular order at 100% of target torque until there is no further nut rotation F-6.l.2.l Sequence. There are two options for the numbering sequence with the Quadrant Pattern (see Figure F-6.1.2.1-1). Option 1 (cross sequence) requires numbering the bolts as would occur in a cross sequence, while Option 2 (circular sequence) numbers the quad­ rants in a circular manner (effectively swapping quad­ rants 2 and 3 when compared to the cross sequence) . The quadrant circular sequence allows for optimal assem­ bler efficiency by eliminating unnecessary tool movement but is only suitable for joints with 15 or more bolts. It has the advantage of eliminating the need to number the bolts, since the next bolt to be assembled is the first loose bolt in each quadrant. F-6.1.2.l.l Option l - Cross Sequence. Number four primary bolts as follows: mark the bolt at the 12 o'clock position #1, the bolt at the 3 o'clock position #3, the bolt at the 6 o'clock position #2, and the bolt at the 9 o'clock position #4. For each of the four primary bolts, mark the adjacent bolt in the clockwise direction by adding 4 to the p revious bolt number u n t i l the next p r i m a r y b o l t is r e a c h e d . T a b l e F-6.1.2.1.1-1 provides a tightening sequence chart that follows the cross sequence numbering. F-6.1.1.2.2 Option 2 - Modified Star Pattern. The Modified Star Pattern is an accelerated version of the Star Pattern. The Modified Star Pattern involves touching fewer bolts in the early p asses and simultaneously i n c r e asing the t a r g e t t o r q u e in e a c h p a ss. S e e Figure F-6.1.1.2.2-1. F- 6 . l . 2 . l . 2 O pt i o n 2 - Circ u lar S e q u e n c e . Number the four primary bolts as follows: mark the bolt at the 12 o'clock position # 1 , the bolt at the 37 ASME PCC-1-2022 for gaskets susceptible to damage from uneven loading (see sections F-8 and F-9). This method has been successfully used in limited appli­ cations using harder gaskets in joint configurations. The Circular Pattern is suitable for soft gaskets but might not be suitable for highly compressible gaskets (ref. [3]). Figure F-6.1.1.2.1-1 Pattern #1 (Star Pattern): 24-Bolt Basic Example 24 F-6.1.3.l Sequence. Number the bolt at the 1 2 o'clock position #1, the bolt at the 3 o'clock position #3, the bolt at the 6 o'clock position #2, and the bolt at the 9 o'clock posi­ tion #4. See Figure F-6.1.3.1-1. 13 4 22 14 21 @ ® 6@ 10 F-6.1.3.2 Passes. Following the sequence numbers, tighten each bolt as described in (a) through (d) below. See Figure F-6.1.3.2-1. (a) Pass #1. Tighten the four marked bolts in sequence to 20% to 30% of target torque. (b) Pass #2. Repeat tightening the same four marked bolts in sequence to 50% to 70% of target torque. (c) Pass #3. Repeat tightening the same four marked bolts in sequence to 100% of target torque. (d) Check Pass #4. Starting at the bolt marked #1, torque all bolts to 100% of target torque using a rotational or circular sequence until there is no further nut rotation. 3 @ @ r:::;--. 18 � -:--T---� 2 23 GENERAL NOTE: Outer numbers indicate the tightening sequence. F-6.1.3.3 Ci rcular Pattern With Multiple Tools. Introducing multiple tools into the Circular Pattern extends this p attern's usage to softer, more highly compressible gaskets. See Figure F-6. 1 . 3 . 3 - 1 for an example of two tools being used to tighten the flange. 3 o'clock position #2, the bolt at the 6 o'clock position #3, and the bolt at the 9 o'clock position #4. For each of the four primary bolts, mark the adjacent bolt in the clockwise direction by adding 4 to the previous number until the next primary bolt is reached. Table F-6.1.2.1.2-1 provides a tightening sequence chart that follows the circular sequence numbering. F-6.2 Tension Tightening Patterns See Nonmandatory Appendix Q. F-7 DEVELOPING N EW PROCEDU RES F-6.1.2.2 Passes. Tighten each bolt as described in (a) through (e) below. See Figure F-6.1.2.2-1. (a) Pass # 1 . 20% to 30% of target torque on bolts numbered 1 through 4. (b) Pass #2. 50% to 70% of target torque on bolts numbered 5 through 8. (c) Pass #3. 100% of target torque on the remaining bolts in the sequence. (d) Pass #4. 100% of target torque on all bolts in the sequence may be required for soft gaskets such as spiral­ wound and double-jacketed gaskets or problematic joints. (e) Check Pass. All bolts in circular order at 100% of target torque until there is no further nut rotation. The procedures contained in sections F-1 through F-6 are not intended to be all-encompassing or to limit the development of application-specific alternative proce­ dures. New alternative procedures may be developed that may be more effective and result in better sealing performance or less assembly effort for a given applica­ tion. However, caution should be used in accepting new assembly procedures. There are, generally, two viable options for accepting bolted joint assembly procedures that are not listed in these guidelines. (a) Option 1 is to use the procedure and learn if it works by experience. This is difficult to implement across the industry because it requires people who closely monitor their bolting success rate and are able to differentiate between bolting procedure-induced failure and other causes of failure (incorrect flange design, incorrect bolt load specification, incorrect gasket selection, incorrect bolt assembly, etc.). Successful completion of a hydrostatic test is not considered sufficient evidence to confirm the acceptability of an assembly procedure. Bolting contrac­ tors may not have sufficient knowledge of the long-term F-6.l.3 Pattern #3 - Circular Pattern. The Circular Pattern consists of initially tightening only four bolts to align the joint and begin seating the gasket before commencing circular passes. It is much simpler and requires less tool movement. This pattern lends itself b e st to a p p l i c a t i o n s u s i n g h a r d g a s k e t s ( s e e Mandatory Appendix I). It is generally not recommended 38 Figure F-6.1.1.2.2-1 Pattern #1 (Star Pattern): 24-Bolt Modified Star Example 16 24 �@ ® 1 1 17 16 24 9 8 @® 80 9 •0 12 0 0 13 20 @ 13 5 20 @ 0\ 0 21 4 @ ®•· 4 G) 3 22 22 1 @ i ' fa\ 1 4 \® \V 1 9 @ i 0/ 11 6 '-: �Q � 10" 1 4 ® ® ®7 Q i' @ 12 18 2 ' 23 15 23 Pass 1: 20% to 30% Target Torque @ I 20 / @ @ 4 /· "/'. 221 @ 14\® (,;;\ 6 '\\.:V (,;;\ � 10" m 17 --- Pass 2 : 50% t o 70% Target Torque 0 -� / ©'" / � J, • I � 18 w '° 21 � I Pass 4: 1 00% Target Torque 4 Pass 4 (cont'd): 100% Target Torque 21 11 23 GENERAL NOTE: Outer numbers indicate the tightening sequence. 23 23 :s: t'tl "C ..., Check Pass: 1 00% Target Torque (Circular Sequence) 21 4 22 22 2 > "' @• •0 @ 0 @ / i ® I @ i - - - - - - - - - - - - - ® \_ ® .@ ®@ 1 4 ('.;':;\ ® \0 ! 0 0 + - - - - - - - - - - - - - -- - 0 J 0 / 0 @2 @ @ . <;"> ..... I N 0 N N Figure F-6.1.1.2.2-2 Modified Star Pattern With Multiple Tools @ 00 0 0 � 8 0 , 0 - ----=-=-=-=-= Tig hten l s to 50o/c -------!) (j- - " /: 0 '/ I o ·0 0 � 0 0 0 0 ! G) 0 ! i G) --------no movement 0� 0 0 G C i rc u l a r pa s � at 1 00% u nt i l i! \ i 0 G © / 0 / 2l � �.1G) 0 0 8 0 0 0. .0 0 0 8 0 0 ; 0 G 0� G) 0 Beg i n at 3s. 0 G) � - - - - - - - - - Ti g hten a l l g ro u ps - - - - - - - - - · - © 0 0 in order to 1 00% 0 I 0 0 0 0 0 0�. � :s: � "C ..., <;"> 0 ..... I N 0 N N 0 �00G) � - - - - - - - - -· - ®0 0 ! 0 ° ,/ ® - - - - - - - - - Ti g h le n � � �% - - - - - - - - - · - 0 30 G CD\ i 0 G) 8 00 0 @ 0 0 ASME PCC-1-2022 Figure F-6.1.2.1-1 Pattern #2 (Quadrant Pattern): 24-Bolt Examples 20 16 � @ ® @ @ 24 12 22 @ @ @@ 18 14 2 23 19 15 3 (a) Option 1 : Quadrant Cross Pattern 22 (b) Option 2: Quadrant Circular Pattern GENERAL NOTE: Outer numbers indicate the tightening sequence. engineering practice and judgment should be used to determine the applicability of a specific procedure or part of a procedure to a given application. operating success of their procedure to be able to comment on the applicability of the procedure to a given application. Implementing a new procedure to "see if it works" sho u l d be d o n e with caution and m ay not be an option, as the consequences of failure will usually outweigh any advantage gained. Another possibility to implement this option is to use a bolting contractor's or other facility's experience to prove the method works (this often means relying on secondhand informa­ tion). However, this process also requires the input of someone knowledgeable enough to determine if the experience in the other facilities will translate into your facility. The user is required to determine if his par­ ticular application is within the limits of the procedure. (b) Option 2 is to test a proposed procedure in an experimental setting and to measure certain parameters (such as uniformity of bolt preload; even gasket compres­ sion; and physical damage to the gaskets, flanges, and bolts) versus defined pass-fail criteria. Limitations of applying the experimental results to facility applications and comparison to existing procedures (see section F-1) should be considered. Many facilities are successfully using alternative proce­ dures developed over time and thereby are reducing their workload considerably, but over a limited range of gasket and flange types and operating conditions. Their experi­ ence and the applicability of the procedure may or may not be transferable to other facilities and applications. Sound F-8 RTJ AN D LENS-TYPE GASKETS RTJ and lens-type gaskets have additional considera­ tions that should be accounted for when determining the assembly sequence to use. The axial movement of the flanges is significant for these gasket types. Also, they are sensitive to flange misalignment either before or during j oint assembly. Due to a l arge amount of axial movement of the flanges during assembly, the elastic interaction is significant. Therefore, it is necessary to perform multiple pattern passes to ensure uniform joint closure. These j oints typically require multiple final circular passes to ensure the desired target load. For large-diameter RTJ flanges (>NPS 12), this may mean performing four pattern passes and six or more circular passes. A significant advantage of fewer passes is possible if using multiple tightening heads (two, four, or more) to tighten bolts on the joint simultaneously. This process has the effect of bringing the joint together more uniformly and reducing mechanical interaction. Gap measurement between the outer diameter of the raised faces o r flange i s recommended (see Nonmandatory Appendix J, section J - 2 ) . The reduction in the gap should b e 41 ASME PCC-1-2022 Table F-6.1.2.1.1-1 Quadrant Pattern Cross Sequence No. of Bolts 4 8 12 16 20 Bolt-Numbering Sequence to Be Marked Clockwise on the Flange [Note (1)] 1, 3, 2, 4 1, S, 3, 7, 2, 6, 4, 8 1, S, 9, 3, 7, 11, 2, 6, 10, 4, 8, 12 1, S, 9, 13, 3, 7, 11, lS, 2, 6, 10, 14, 4, 8, 12, 16 24 1, S, 9, 13, 17, 3, 7, 11, lS, 19, 2, 6, 10, 14, 18, 4, 8, 12, 1 6, 20 1, S, 9, 13, 17, 21, 3, 7, 11, lS, 19, 23, 2, 6, 10, 14, 18, 22, 4, 8, 12, 16, 20, 24 28 1, S, 9, 13, 17, 21, 2S, 3, 7, 11, l S, 19, 23, 27, 2, 6, 10, 14, 18, 22, 26, 4, 8, 12, 16, 20, 24, 28 32 36 40 44 1, S, 9, 13, 17, 21, 2S, 29, 3, 7, 1 1, lS, 19, 23, 27, 31, 2, 6, 10, 14, 18, 22, 26, 30, 4, 8, 12, 16, 20, 24, 28, 32 1, S, 9, 13, 17, 21, 2S, 29, 33, 3, 7, 11, lS, 19, 23, 27, 3 1, 3S, 2, 6, 10, 14, 18, 22, 26, 30, 34, 4, 8, 12, 16, 20, 24, 28, 32, 36 48 S2 1, S, 9, 13, 17, 21, 2S, 29, 33, 37, 3, 7, l l, lS, 19, 23, 27, 31, 3S, 39, 2, 6, 10, 14, 18, 22, 26, 30, 34, 38, 4, 8, 12, 16, 20, 24, 28, 32, 36, 40 1, S, 9, 1 3, 17, 21, 2S, 29, 33, 37, 41, 3, 7, 11, lS, 19, 23, 27, 31, 3S, 39, 43, 2, 6, 10, 14, 18, 22, 26, 30, 34, 38, 42, 4, 8, 12, 16, 20, 24, 28, 32, 36, 40, 44 1, S, 9, 1 3, 17, 21, 2S, 29, 33, 37, 41, 4S, 3, 7, 11, lS, 19, 23, 27, 31, 3S, 39, 43, 4 7, 2, 6, 10, 14, 18, 22, 26, 30, 34, 38, 42, 46, 4, 8, 12, 16, 20, 24, 28, 32, 36, 40, 44, 48 1, S, 9, 1 3, 17, 21, 2S, 29, 33, 37, 41, 4S, 49, 3, 7, 1 1, lS, 19, 23, 27, 31, 3S, 39, 43, 47, Sl, 2, 6, 10, 14, 18, 22, 26, 30, 34, 38, 42, 46, SO, 4, 8, 12, 16, 20, 24, 28, 32, 36, 40, 44, 48, S2 S6 1, S, 9, 1 3, 17, 2 1, 2S, 29, 33, 37, 41, 4S, 49, S3, 3, 7, 11, lS, 19, 23, 27, 3 1, 3S, 39, 43, 47, Sl, SS, 2, 6, 10, 14, 18, 22, 26, 30, 34, 38, 42, 46, SO, S4, 4, 8, 12, 16, 20, 24, 28, 32, 36, 40, 44, 48, S2, S6 60 1, S, 9, 1 3, 17, 2 1, 2S, 29, 33, 37, 41, 4S, 49, S3, S7, 3, 7, 1 1, lS, 19, 23, 27, 31, 3S, 39, 43, 47, Sl, SS, S9, 2, 6, 10, 14, 18, 22, 26, 30, 34, 38, 42, 46, so, S4, S8, 4, 8, 12, 16, 20, 24, 28, 32, 36, 40, 44, 48, S2, S6, 60 64 68 72 76 80 84 88 1, S, 9, 1 3, 17, 2 1, 2S, 29, 33, 37, 41, 4S, 49, S3, S7, 61, 3, 7, 11, lS, 19, 23, 27, 31, 3S, 39, 43, 4 7, Sl, SS, S9, 63, 2, 6, 10, 14, 18, 22, 26, 30, 34, 38, 42, 46, SO, S4, S8, 62, 4, 8, 12, 16, 20, 24, 28, 32, 36, 40, 44, 48, S2, S6, 60, 64 1, S, 9, 1 3, 17, 2 1, 2S, 29, 33, 37, 41, 4S, 49, S3, S7, 61, 6S, 3, 7, 11, lS, 19, 23, 27, 3 1, 3S, 39, 43, 47, S 1, SS, S9, 63, 67, 2, 6, 10, 14, 18, 22, 26, 30, 34, 38, 42, 46, SO, S4, S8, 62, 66, 4, 8, 12, 16, 20, 24, 28, 32, 36, 40, 44, 48, S2, S6, 60, 64, 68 1, S, 9, 1 3, 17, 2 1, 2S, 29, 33, 37, 41, 4S, 49, S3, S7, 61, 6S, 69, 3, 7, 11, lS, 19, 23, 27, 31, 3S, 39, 43, 47, S l, SS, S9, 63, 67, 71, 2, 6, 10, 14, 18, 22, 26, 30, 34, 38, 42, 46, so, S4, S8, 62, 66, 70, 4, 8, 12, 16, 20, 24, 28, 32, 36, 40, 44, 48, S2, S6, 60, 64, 68, 72 1, S, 9, 1 3, 17, 2 1, 2S, 29, 33, 37, 41, 4S, 49, S3, S7, 61, 6S, 69, 73, 3, 7, 1 1, lS, 19, 23, 27, 31, 3S, 39, 43, 4 7, Sl, SS, S9, 63, 67, 71, 7S, 2, 6, 10, 14, 18, 22, 26, 30, 34, 38, 42, 46, SO, S4, S8, 62, 66, 70, 74, 4, 8, 12, 16, 20, 24, 28, 32, 36, 40, 44, 48, S2, S6, 60, 64, 68, 72, 76 1, S, 9, 13, 17, 21, 2S, 29, 33, 37, 41, 4S, 49, S3, S7, 61, 6S, 69, 73, 77, 3, 7, 11, lS, 19, 23, 27, 3 1, 3S, 39, 43, 47, Sl, SS, S9, 63, 67, 71, 7S, 79, 2, 6, 10, 14, 18, 2 2, 26, 30, 34, 38, 42, 46, SO, S4, S8, 62, 66, 70, 74, 78, 4, 8, 12, 16, 20, 24, 28, 32, 36, 40, 44,48, S2, S6, 60, 64, 68, 72, 76, 80 1, S, 9, 13, 17, 21, 2S, 29, 33, 37, 41, 4S, 49, S3, S7, 61, 6S, 69, 73, 77, 81, 3, 7, 11, lS, 19, 23, 27, 31, 3S, 39, 43, 47, S1, SS, S9, 63, 67, 71, 7S, 79, 83, 2, 6, 10, 14, 18, 22, 26, 30, 34, 38, 42, 46, so, S4, S8, 62, 66, 70, 74, 78, 82, 4, 8, 12, 16, 20, 24, 28, 32, 36, 40, 44, 48, S2, S6, 60, 64, 68, 72, 76, 80, 84 1, S, 9, 13, 17, 21, 2S, 29, 33, 37, 41, 4S, 49, S3, S7, 61, 6S, 69, 73, 77, 81, 8S, 3, 7, 11, lS, 19, 23, 27, 31, 3S, 39, 43, 4 7, S l, SS, S9, 63, 67, 71, 7S, 79, 83, 87, 2, 6, 10, 14, 18, 22, 26, 30, 34, 38, 42, 46, SO, S4, S8, 62, 66, 70, 74, 78, 82, 86, 4, 8, 12, 16, 20, 24, 28, 32, 36, 40, 44,48, S2, S6, 60, 64, 68, 72, 76, 80, 84, 88 NOTE: (1) This sequence was established using the following procedure: (a) Establish the reference locations corresponding to 12:00, 3:00, 6:00, and 9:00 on the flange face. (b) Mark the bolts corresponding to the reference locations as follows: #1 at 12 :00, #3 at 3:00, #2 at 6:00, and #4 at 9:00. (c) Mark the next bolt that is clockwise from bolt #1 by adding 4, i.e., mark the next bolt clockwise from bolt #1 (1 + 4), or #S. (d) Repeat (c) for each succeeding bolt until bolt #3 is reached. (e) Start on the next bolt that is clockwise from bolt #3 and repeat (c), i.e., mark the next bolt clockwise from bolt #3 (3 + 4), or #7. (f] Repeat (e) for each succeeding bolt until bolt #2 is reached. (g) Start on the next bolt that is clockwise from bolt #2 and repeat (c), i.e., mark the next bolt clockwise from bolt #2 (2 + 4), or #6. (h) Repeat (g) for each succeeding bolt until bolt #4 is reached. (i) Start on the next bolt that is clockwise from bolt #4 and repeat (c), i.e, mark the next bolt clockwise from bolt #4 with (4 + 4), or #8. (j) Repeat (i) until the last bolt is reached. 42 ASME PCC-1-2022 Table F-6.1.2.1.2-1 Quadrant Pattern Circular Sequence No. of Bolts 4 Bolt-Numbering Sequence to Be Marked Clockwise on the Flange [Note (1)] 8 1, 2, 3, 4 1, 5, 2, 6, 3, 7, 4, 8 12 16 1, 5, 9, 2, 6, 10, 3, 7, 1 1, 4, 8, 1 2 1, 5 , 9 , 1 3 , 2, 6 , 10, 14, 3 , 7 , 1 1, 1 5 , 4 , 8 , 1 2 , 16 20 24 1, 5, 9, 13, 17, 2, 6, 10, 14, 18, 3, 7, 11, 15, 19, 4, 8, 1 2, 16, 20 1, 5, 9, 13, 17, 21, 2, 6, 10, 14, 18, 22, 3, 7, 11, 15, 19, 23, 4, 8, 12, 16, 20, 24 1, 5, 9, 13, 17, 21, 25, 2, 6, 10, 14, 18, 22, 26, 3, 7, 11, 15, 19, 23, 27, 4, 8, 12, 16, 20, 24, 28 28 32 36 40 44 48 52 1, 5, 9, 13, 17, 21, 25, 29, 2, 6, 10, 14, 18, 22, 26, 30, 3, 7, 11, 15, 19, 23, 27, 31, 4, 8, 12, 16, 20, 24, 28, 32 1, 5, 9, 13, 17, 21, 25, 29, 33, 2, 6, 10, 14, 18, 22, 26, 30, 34, 3, 7, 11, 15, 19, 23, 2 7, 31, 3 5, 4, 8, 12, 16, 20, 24, 28, 32, 36 1, 5, 9, 13, 17, 2 1, 25, 29, 33, 37, 2, 6, 10, 14, 18, 22, 26, 30, 34, 38, 3, 7, 11, 15, 19, 23, 27, 31, 35, 39, 4, 8, 12, 16, 20, 24, 28, 32, 36, 40 1, 5, 9, 13, 17, 21, 25, 29, 33, 37, 41, 2, 6, 10, 14, 18, 22, 26, 30, 34, 38, 42, 3, 7, 11, 15, 19, 23, 27, 3 1, 35, 39, 43, 4, 8, 12, 16, 20, 24, 28, 32, 36, 40, 44 1, 5, 9, 13, 17, 21, 25, 29, 33, 37, 41, 45, 2, 6, 10, 14, 18, 22, 26, 30, 34, 38, 42, 46, 3, 7, 11, 15, 19, 23, 27, 31, 35, 39, 43, 47, 4, 8, 12, 16, 20, 24, 28, 32, 36, 40, 44, 48 1, 5, 9, 13, 17, 21, 25, 29, 33, 37, 41, 45, 49, 2, 6, 10, 14, 18, 22, 26, 30, 34, 38, 42, 46, 50, 3, 7, 11, 15, 19, 23, 27, 31, 35, 39, 43, 47, 51, 4, 8, 12, 16, 20, 24, 28, 32, 36, 40, 44, 48, 52 56 1, 5, 9, 13, 17, 2 1, 25, 29, 33, 37, 41, 45, 49, 53, 2, 6, 10, 14, 18, 22, 26, 30, 34, 38, 42, 46, 50, 54, 3, 7, 11, 15, 19, 23, 27, 31, 35, 39, 43, 4 7, 51, 55, 4, 8, 12, 16, 20, 24, 28, 32, 36, 40, 44, 48, 52, 56 60 1, 5, 9, 13, 17, 2 1, 25, 29, 33, 37, 41, 45, 49, 53, 57, 2, 6, 10, 14, 18, 22, 26, 30, 34, 38, 42, 46, 50, 54, 58, 3, 7, 11, 15, 19, 23, 27, 31, 35, 39, 43, 47, 51, 55, 59, 4, 8, 12, 16, 20, 24, 28, 32, 36, 40, 44, 48, 52, 56, 60 64 1, 5, 9, 13, 17, 2 1, 25, 29, 33, 37, 41, 45, 49, 53, 57, 61, 2, 6, 10, 14, 18, 22, 26, 30, 34, 38, 42, 46, 50, 54, 58, 62, 3, 7, 11, 15, 19, 23, 27, 31, 35, 39, 43, 47, 51, 55, 59, 63, 4, 8, 12, 16, 20, 24, 28, 32, 36, 40, 44, 48, 52, 56, 60, 64 68 1, 5, 9, 13, 17, 2 1, 25, 29, 33, 37, 41, 45, 49, 53, 57, 61, 65, 2, 6, 10, 14, 18, 22, 26, 30, 34, 38, 42, 46, 50, 54, 58, 62, 66, 3, 7, 11, 15, 19, 23, 27, 31, 35, 39, 43, 47, 51, 5 5, 59, 63, 67, 4, 8, 12, 16, 20, 24, 28, 32, 36, 40, 44, 48, 52, 56, 60, 64, 68 72 1, 5, 9, 13, 17, 2 1, 2 5, 29, 33, 37, 41, 45, 49, 53, 57, 61, 65, 69, 2, 6, 10, 14, 18, 22, 26, 30, 34, 38, 42, 46, 50, 54, 58, 62, 66, 70, 3, 7, 11, 1 5, 19, 23, 27, 31, 35, 39, 43, 47, 5 1, 5 5, 59, 63, 67, 71, 4, 8, 12, 16, 20, 24, 28, 32, 36, 40, 44, 48, 52, 56, 60, 64, 68, 72 76 1, 5, 9, 13, 17, 2 1, 25, 29, 33, 37, 41, 45, 49, 53, 57, 61, 65, 69, 73, 2, 6, 10, 14, 18, 22, 26, 30, 34, 38, 42, 46, 50, 54, 58, 62, 66, 70, 74, 3, 7, 11, 15, 19, 23, 27, 31, 35, 39, 43, 47, 51, 55, 59, 63, 67, 71, 75, 4, 8, 12, 16, 20, 24, 28, 32, 36, 40, 44, 48, 52, 56, 60, 64, 68, 72, 76 80 1, 5, 9, 13, 17, 21, 25, 29, 33, 37, 41, 45, 49, 53, 57, 61, 65, 69, 73, 77, 2, 6, 10, 14, 18, 22, 26, 30, 34, 38, 42, 46, 50, 54, 58, 62, 66, 70, 74, 78, 3, 7, 11, 15, 19, 23, 27, 31, 3 5, 39, 43, 47, 5 1, 55, 59, 63, 67, 71, 75, 79, 4, 8, 12, 16, 20, 24, 28, 32, 36, 40, 44,48, 52, 56, 60, 64, 68, 72, 76, 80 84 1, 5, 9, 13, 17, 21, 25, 29, 33, 37, 41, 45, 49, 53, 57, 61, 65, 69, 73, 77, 81, 2, 6, 10, 14, 18, 22, 26, 30, 34, 38, 42, 46, 50, 54, 58, 62, 66, 70, 74, 78, 82, 3, 7, 11, 15, 19, 23, 27, 31, 35, 39, 43, 47, 51, 55, 59, 63, 67, 71, 75, 79, 83, 4, 8, 12, 16, 20, 24, 28, 32, 36, 40, 44, 48, 52, 56, 60, 64, 68, 72, 76, 80, 84 1, 5, 9, 13, 17, 21, 25, 29, 33, 37, 41, 45, 49, 53, 57, 61, 65, 69, 73, 77, 81, 85, 2, 6, 10, 14, 18, 22, 26, 30, 34, 38, 42, 46, 50, 54, 58, 62, 66, 70, 74, 78, 82, 86, 3, 7, 11, 15, 19, 23, 27, 31, 35, 39,43, 47, 51, 55, 59, 63, 67, 71, 75, 79, 83, 87, 4, 8, 12, 16, 20, 24, 28, 32, 36, 40, 44,48, 52, 56, 60, 64, 68, 72, 76, 80, 84, 88 88 NOTE: (1) This sequence was established using the following procedure: (a) Establish the reference locations corresponding to 12:00, 3:00, 6:00, and 9:00 on the flange face. (b) Mark the bolts corresponding to the reference locations as follows: #1 at 12 :00, #2 at 3:00, #3 at 6:00, and #4 at 9:00. (c) Mark the next bolt that is clockwise from bolt #1 by adding 4, i.e., mark the next bolt clockwise from bolt #1 (1 + 4), or #5. (d) Repeat (c) for each succeeding bolt until bolt #2 is reached. (e) Start on the next bolt that is clockwise from bolt #2 and repeat (c), i.e., mark the next bolt clockwise from bolt #2 (2 + 4), or #6. (f] Repeat (e) for each succeeding bolt until bolt #3 is reached. (g) Start on the next bolt that is clockwise from bolt #3 and repeat (c), i.e., mark the next bolt clockwise from bolt #3 (3 + 4), or #7. (h) Repeat (g) for each succeeding bolt until bolt #4 is reached. (i) Start on the next bolt that is clockwise from bolt #4 and repeat (c), i.e, mark the next bolt clockwise from bolt #4 with (4 + 4), or #8. (j) Repeat (i) until the last bolt is reached. 43 Figure F-6.1.2.2-1 Pattern #2 (Quadrant Pattern): 24-Bolt Accelerated Cross Example Pass 1 : 20% to 30% Target Torque @ @ @® • 0 3 0 @ 4 / G) @ .@ @ @ @ 8. @ 0 ! I i @ 22 : @/ , @ @ I1 @ @ 6 1 .--.....: • 0 "'9 ' 0 �""- 3 @ � 13 @@ Pass 4: 100% Target Torque 4 /Q / G) � •0 @® 00 00 0 0 @------------- --------------r@ 0/7 @ 2 � � Pass 3: 1 00% Target Torque Pass 2: 50% to 70% Target Torque I /// 13 ' Pass 4 (cont'd) : 100% Target Torque 24 00 �}� 3 22 "-\ 1 /� " ("\ I 2 1 @ / @ I GENERAL NOTE: Outer numbers indicate the tightening sequence. .... I N 0 N N \ 00 0 i 0 @ @ , J @� / 0 - - - - - - - - - - - - - @ . 2 <;"> Check Pass: 100% Target Torque , @• • 0 ' "C ..., 23 @ I (1 0\ � :s: � 12 ® @ (,:;\ 14 � ! ! 4--------------·- i 0 0 .s @ @ 2 @, ASME PCC-1-2022 Figure F-6.1.3.1-1 Pattern #3 (Circular Pattern): 24-Bolt Example 4 @ @ @ @ @ @ permanent uneven compression of the gasket, leading to leaks. PTFE gaskets, particularly the virgin and the expanded types, are examples of gaskets that are suscep­ tible to this kind of permanent, uneven deformation. When using highly compressible gaskets, it is important to use tightening sequences that apply load as gradually as possible. Sequences in which faster tightening is required may not be appropriate for highly compressible gaskets. M ultiple c h e ck p asses ( o ften three or more) will almost certainly be needed to achieve even compression and accurate final bolt stress. For critical or problematic joints, monitoring the amount and uniformity of flange gaps per Nonmandatory Appendix J, section J-2 may be necessary. When using a pattern that consists of multiple tools that are not relocated, it is important to allow sufficient time (10 min to 15 min) between passes for these gaskets to conform to the applied loads. � � @ 3 @ @ r.;:;\ � F-10 REFERENCES 2 [1] Brown, W., "Efficient Assembly of Bolted Joints," ASME 2 0 0 4 P ressure Vessels and P i p i n g C onfe r e n c e , PVP 2 0 04- 2 6 3 5, S a n D iego, CA, July 2 5-29, 2 0 04, DOI: 10.11 15/PVP2004-2635 [2] Brown, W., Waterland, J., and Lay, D., 2010, "Back­ ground on the New ASME PCC-1 :2010 Appendix F 'Alter­ natives to Legacy Tightening Sequence/Pattern,"' ASME 2 0 1 0 P ressure Vessels a n d P i p i n g C onfe r e n c e , PVP 2 0 1 0- 2 5 772, Bellevue, WA, J uly 1 8 - 2 2, 2 0 1 0, DOI: 10.1115/PVP2010-25772 [3] "Bolt Tightening Procedure for Pressure Boundary Flanged Joint Assembly," JSA JIS B 2251, 2008 GENERAL NOTE: Outer numbers indicate the tightening sequence. uniform during assembly, which indicates the correct seating of the gasket. F-9 H I G H LY COMPRESSIBLE SOFT GASKETS VULN ERABLE TO U N EVEN COMPRESSION Highly compressible gaskets pose additional assembly challenges. Uneven gasket compression due to misaligned flanges or loading too quickly during tightening can cause 45 Figure F-6.1.3.2-1 Pattern #3 (Circular Pattern): 24-Bolt Step-by-Step Example Pass 1 : 20% to 30% Target Torque @ @ @ @ 3 ® © 0 0 0 @@ ® 4 / G) 0 0 4 G) ·® ® ® .@ @) ®@ 13 @ @ • •0 '@ / @ I ® @ - - - - - - - - - - - - - - ® @ \_ . ®@ ® 14 (.;",;\ @) @ 3 ® \0 ' 0 CD 0L - - - - - - - - - - - - - - - 0 0 .s - J / 0 @ @ @ . 2 GENERAL NOTE: Outer numbers indicate the tightening sequence. 1 0 0 0 0 0 0 @@ ® @ ®@ 13 @ 3 1 ® \!J 0 0 0 4 G) ® 2 Check Pass: 1 00% Target Torque . @ @ 2 � °' Pass 3: 100% Target Torque Pass 2: 50% to 70% Target Torque @ @) ® @' @ ® '-' 13 2 ' I I 12 0 0 > "' :s: � "C ..., <;"> ..... I N 0 N N Figure F-6.1.3.3-1 Pattern #3 (Simultaneous Multibolt Circular Pattern): 24-Bolt Step-by-Step Example (Two Tools) Pass 1 : 20% to 30% Target Torque (Simultaneous) . 00 0 ,0 0 • � '-I 0 Tighten 4 bolts to 30% torq ue 0 Pass 2: 50% to 70% Target Torque (Simultaneous) . 00 0 ,0 o , 0 0 ------ ----·- • c 0 0 00 0 0 0 0 !J r 0 0 Keeping tools opposite c i rc u l a r pass, check a l l bolts at 1 00% u nt i l no movement 0 0 0� - - - - - - - 0 c 0, 0 00 to 70% torq u e • c 0 o oo · Check Pass 4 Onward: 100% Target Torque (Simultaneous) . 0 0 0 0 Tig hte � 4 bolts 0 ---------- - - - - - - - - -· - - Check Pass 3: 1 00% Target Torque (Simu ltaneous) . 00 0 ,o 0 �------- 0 0 0 Tig hte 0 � 0 0 , 0 4 bolts _ _ _ _ _ _ _ to 1 00% torq ue Q _ • c 0 0 0 0 o oo · __ > "' :s: t'tl "C ..., <;"> .... I N 0 N N ASME PCC-1-2022 NONMANDATORY APPENDIX G (22) SINGLE-STUD REPLACEMENT Nonmandatory Appendix G is in the course of prepara­ tion. 48 ASME PCC-1-2022 NONMANDATORY APPENDIX H BOLT ROOT AND TENSILE STRESS AREAS See Tables H-1M and H-1. Table H-lM Bolt Root and Tensile Stress Areas (Metric Threads) Bolt Size, Basic Thread Designation [Note (1)] Root Area (22) Tensile Stress Area in.2 [Note (4)] mm2 [Notes (2), (3)] in.2 [Note (4)] mm2 [Notes (2), (5)] M 1 2 x 1.75 M14 x 2 M16 x 2 M20 x 2.5 M22 x 2.5 72 100 138 217 272 0.1122 0.1546 0.214 0.336 0.422 84 115 157 245 303 0.1307 0.1788 0.243 0.379 0.470 M24 x 3 M27 x 3 M30 x 3.5 M33 x 3.5 M36 x 4 313 414 503 629 738 0.485 0.641 0.780 0.975 1.144 353 459 561 694 817 0.547 0.712 0.869 1.075 1.266 M39 x 4 M42 x 4.5 M45 x 4.5 M48 x 5 M52 x 5 890 1 018 1 195 1 343 1 615 1.379 1.578 1.852 2.082 2.504 976 1 12 1 1 306 1 473 1 758 1.513 1.738 2.024 2.283 2.725 M56 x 5.5 M64 x 6 M72 x 6 M80 x 6 M90 x 6 MlOO x 6 1 863 2 467 3 222 4 077 5 287 6 652 2.887 3.824 4.994 6.319 8.195 10.31 2 030 2 676 3 460 4 344 5 591 6 995 3.147 4.148 5.362 6.733 8.666 10.84 NOTES: (1) Metric thread designations are given in bolt size (millimeters) and pitch (millimeters) (e.g., M14 2 refers to a 14-mm-diameter bolt with a 2-mm-pitch thread). (2) The root and tensile stress areas are based on coarse-thread series for sizes M64 and smaller, and 6-mm-pitch thread series for sizes M72 and larger. (3) The root area is computed from the cross-sectional area taken from the "Minimum Minor Diameter (Rounded Form), d3," found in ASME B l.13M, Table 14 for the respective basic thread designation, assuming a tolerance class of 6g. (4) The equivalent root and tensile stress areas in U.S. Customary units represent a soft conversion of their respective values in SI units. (5) The tensile stress area is computed from the formula provided in ASME Bl.13M, Nonmandatory Appendix B, para. B-1. x 49 ASME PCC-1-2022 Table H-1 Bolt Root and Tensile Stress Areas (Inch Series) Root Area Tensile Stress Area mm2 [Note (3)] Bolt Size, in. Threads per Inch in. 2 [Notes (1), (2)] mm2 [Note (3)] in. 2 [Notes (1), (4)] % % 7/s 1 13 11 10 9 8 0.12S7 0.202 0.302 0.419 O.SSl 81 130 19S 271 3S6 0.1419 0.226 0.334 0.462 0.606 92 146 21S 298 391 1% 1 1/4 1% 1 1/2 1% 8 8 8 8 8 0.728 0.929 1.lSS 1.40S 1.68 470 S99 74S 907 1 084 0.790 1.000 1.233 1.492 1.78 SlO 64S 79S 963 1 148 1% 1 7/s 2 2 1;4 2 112 8 8 8 8 8 1.98 2.30 2.6S 3.42 4.29 1 277 1 486 1 71 1 2 208 2 769 2.08 2.41 2.77 3.S6 4.44 1 342 1 SSS 1 787 2 297 2 86S 2% 3 3% 3 1/z 3% 4 8 8 8 8 8 8 S.26 6.32 7.49 8.7S 10.11 1 1.S7 3 393 4 080 4 83 1 S 64S 6 S22 7 462 S.43 6.S l 7.69 8.96 10.34 1 1.81 3 S03 4 200 4 961 S 781 6 671 7 619 1/2 NOTES: (1) The root and tensile stress areas are based on coarse-thread series for sizes 1 in. and smaller, and 8-pitch thread series for sizes 1 1 /8 in. and larger. (2) The root area is taken from ASME Bl.1, Table 6 (Basic Dimensions for Coarse-Thread Series) and Table 11 (Basic Dimensions for 8-Thread Series) under the column labeled "Section at Minor Diameter at D 2hb." (3) The equivalent root and tensile stress areas in SI units are a soft conversion of their respective values in U.S. Customary units. (4) The tensile stress area is taken from ASME Bl.1 Table 6 (Basic Dimensions for Coarse-Thread Series) and Table 11 (Basic Dimensions for 8Thread Series). See ASME B l.1, Nonmandatory Appendix B, para. B-1 for thread tensile stress area formulas. - so ASME PCC-1-2022 NONMANDATORY APPENDIX I INTERACTION DURING TIGHTENING DELETED 51 (22) ASME PCC-1-2022 NONMANDATORY APPENDIX J (22) OPTIONAL PRACTICES FOR FLANGE JOINT ASSEMBLY torque, disassemble the joint and locate the source of the problem. J-1 I NTRODUCTION The assembly procedure may include the optional assembly practices described in this Appendix, in addition to those described in section 1 0 and Nonmandatory Appendix F. J-3 BOLT ELONGATION (BOLT STRETCH) M EASUREMENT Bolt elongation measurement is the measurement of the bolt's change in length. Bolt elongation measurement is typically completed by measuring the initial bolt length and comparing it to the final bolt length after tightening. If ultrasonic or micrometer measurement methods are used, the following items should be considered during the measurement: (a) Compensation shall b e made for temperature changes in the bolt after the initial length measurement. These temperature changes may be caused by factors such as environmental changes or incidental friction during the tightening process. (b) For accuracy, the instrument should be calibrated to properly read the bolts being tightened. (c) For bolts constructed with a centerline indicator (gauge) rod, neither initial length measurements nor temperature compensation is required, thereby allowing direct determination of the true bolt elongation (and hence bolt stress) for both initial assembly and trouble­ shooting purposes during operation. If bolt elongation (bolt stretch) measurement is selected as the load-control technique, the following equation may be used to calculate the bolt elongation: J-2 MEASU REMENT OF GAPS The primary purpose for measuring the gap between flanges is to verify parallelism to ensure even gasket compression before, during, and after tightening or leak-mitigation troubleshooting (see Nonmandatory Appendix P). The owner d etermine s when measurement and recording are required. The assembler should consider the final gap closure alignment for all joints. The assembler should control the gaps between the flanges of all critical service j oints (see M andatory Appendix I) . The assembler m ay omit detailed gap measurement and adjustment for intermediate and mild service applications but should maintain parallelism of flange surfaces on all joints as a best practice. Gap measurements are not intended to be indicators of gasket stress. For gap measurements to have validity, flanges should conform to the flatness standards shown in Nonmandatory Appendix D, Table D - 2 - l M/ Table D-2-1. If gap measurement is required, the assembly procedure should include the following instructions: (a) Measure the gap between flanges at eight or more equally spaced locations of good-quality flange surface around the circumference. (b) Label where the measurements are taken so that subsequent measurements are taken at the same points. (c) Use a measuring device, such as Vernier calipers or a tapered wedge gauge, that allows for practical comparison between points. (d) During initial tightening, ensure measurements are within 0.25 mm (0.010 in.) of one another. (e) Loosen bolts in the vicinity of the low readings (the smallest gap between flanges) until the gap is uniform to within 0.25 mm (0.010 in.). (j] If necessary, tighten bolts at the location of the highest readings (the largest gap between flanges) . However, if the difference in torque required to keep the gap uniform is greater than 5 0 % of the target �L where = ( Sb XELeff Ar = root area, m m )( �J 2 (in. 2 ) (see N onmandatory Appendix H for bolt root areas). 2 2 A ts = t e n s i I e s t r e s s a r e a , m m ( i n . ) ( s e e Nonmandatory Appendix H for bolt tensile stress areas). E = modulus of elasticity, MPa (ksi). Leff = effective stretching length, mm (in.). The conven­ tional assumption is that the effective stretching length in a through-bolted joint system is the distance between the m i dthi ckness of the nuts, where the nominal thickness of a heavy hex series nut is one nominal bolt diameter. By the same standard, the effective length of 52 ASME PCC-1-2022 Sb l:::.L A risk assessment of the proposed start-up retorque operation should be carried out to establish that the operation can be performed safely. Start-up retorque should not be considered the same as live tightening or single-stud replacement. Live tightening or single­ stud replacement are post-assembly activities usually undertaken due to leakage or maintenance requirements and are covered further in ASME PCC-2. the portion of a bolt that is studded into a tapped hole is one-half of a nominal bolt diameter. target bolt stress (root area), MPa (ksi). NOTE: Bolt stresses computed in accordance with ASME BPVC, Section VI I I, Division 1, Mandatory Appendix 2 are based on root area. I f target bolt stress (tensile stress area) is used, drop the A,/A ts term from the !J.L computation. bolt elongation (bolt stretch), mm (in.). The user should select a tolerance on this computed value and include it in the joint assembly procedure. J-5 G ROUPED BOLTING FOR LARGE FLANGES Grouped bolting is the practice of grouping sets of adja­ cent bolts together and treating the sets as if they were individual bolts for patterned tightening purposes. The practice reduces unnecessary tool movements and avoids potentially overstressing individual bolts in large-diameter flanges with many bolts (usually 3 6 or m o r e ) . Figure J - 5 - 1 illustrates the b olt-gr o u p i ng concept for a 48-bolt flange. J-4 START-UP RETORQUE On joints that are problematic or that have been deter­ mined to have an insufficient buffer against leakage in accordance with Nonmandatory Appendix 0, a start-up retorque may be specified to decrease the likelihood of leakage during operation. 1 Start-up retorque is performed when the temperature of the flange or bolts is between 150°C (300°F) and 230°C (450°F) or within 24 h of unit start-up ifthe joint tempera­ ture remains below 1 50°C (300°F). This temperature range and time window are selected to allow for the maximum amount of gasket relaxation prior to retighten­ ing while avoiding significant evaporation of lubricating oils from the antiseize product. Loss of lubricating oils greatly reduces the accuracy of the torque. The applied torque is sometimes adjusted to account for changes in antiseize nut factor at the average start-up retorque temperature. Where start-up retorque is not practical, live tightening at a later stage of operation using turn­ of-nut may be used as an alternative. Start-up retorque is typically not recommended for PTFE-based gaskets. However, pre-start-up retorque at ambient temperature is encouraged for PTFE-based gaskets to offset gasket creep from cold flow. If a start-up retorque is required, the following instruc­ tions should be included in the assembly procedure: (a) Adjust the ambient-temperature assembly target torque value to account for any change in nut factor with temperature. (b) Once the unit is brought online and the metal temperature is between 1 5 0 ° C ( 3 0 0°F) and 2 3 0°C ( 450°F) (commence once the flange reaches the lower temperature) or within 24 h of a unit start-up if the j oint temperature remains below 1 5 0 ° C ( 3 0 0°F), tighten each bolt, proceeding in a circular pattern. The use ofmultitool tightening on opposing bolts is acceptable, but use a circular pattern. (c) Continue tightening in the circular pattern until the nuts no longer turn. J-6 ALTERNATIVE LEGACY CROSS-PATTERN TIGHTENING SEQUENCE AND BOLT­ NUMBERING SYSTEM As mentioned in Nonmandatory Appendix F, it may be desirable to identify bolt locations around the flange, e.g., to help reference leak locations. Table J-6-1 is an accept­ able option (see ASME PCC-1-2019, Table 3). J-7 CONTROLLED DISASSEMBLY J-7.1 General For problematic joints, it may help to gradually reduce stud load in multiple passes. One method to accomplish this is using turn-of-nut principles. J-7.2 Turn-of-Nut Disassembly Example Step 1. Loosen one bolt completely. Note the total nut turn required to fully relieve the bolt load from assembled to the finger-tight condition. Step 2. Retighten the loose boltto 7/8 ofthe total nut turn noted in Step 1. Step 3. In a circular pattern, loosen each bolt by % ofthe total nut turn noted in Step 1. NOTE: For problematic joints, perform Step 3 twice. Step 4. Proceed with nut loosening in a circular pattern, removing all load on each stud. NOTE: If a stud starts galling during final disassembly, retighten all loosened bolts (if possible) to the position obtained prior to Step 4 and then recommence at Step 3. 1 Ifjoint-tighteningactivities are performed on pressurized equipment, there is a risk of gasket blowout due to the disruption of the joint. Gasket blowout or leakage may occur at a location around the periphery ofa joint other than the one being tightened. This risk should be considered, par­ ticularly with respect to personnel in the vicinity of the joint. 53 ASME PCC-1-2022 Figure J-5-1 Example of Bolt Grouping for a 48-Bolt Flange G ro u p 12 G ro u p 1 G ro u p Bolts 1 -2-3-4 @ CD 2 G roup 2 3 4 5 6 7 8 9 10 11 12 G ro u p 10 5-6-7-8 9- 1 0- 1 1 - 1 2 1 3- 1 4- 1 5- 1 6 1 7- 1 8- 1 9-20 2 1 -22-23-24 25-26-27-28 29-30-3 1 -32 33-34-35-36 37-38-39-40 4 1 -42-43-44 45-46-47-48 Treat the 12 groups as if they were s i n g l e bolts. T h at i s , tighten a l l bolts i n a g ro u p before procee d i n g t o the next g roup i n the patte rn. Fol low i ncremental steps per the Star sequence i n Ta ble F-6. 1 . 1 . 1 - 1 as if this were a 1 2-bolt patte rn. @ @ G ro u p 7 G ro u p 6 GENERAL NOTE: This figure is an illustration of how bolts may be grouped for tightening. Each group is treated as one bolt in the tightening pattern. A suggested number of bolts for a group is the number contained within a 30-deg arc. However, the assembler should assess the potential gasket damage or flange misalignment when grouping bolts and should consider adjusting the group size to prevent these issues. 54 ASME PCC-1-2022 Table J-6-1 Legacy Cross-Pattern Tightening Sequence and Bolt-Numbering System When Using a Single Tool No. of Bolts Tightening Sequence for Cross-Pattern Passes 4 8 1, 3, 2, 4 1-5-3-7 -> 2-6-4-8 12 16 1-7-4-10 -> 2-8-5-1 1 -> 3-9-6-12 1-9-5-13 -> 3-1 1-7-15 -> 2-10-6-14 -> 4-12-8-16 20 24 28 32 36 40 44 48 52 1-1 1-6-16 -> 3-13-8-18 -> 5-15-10-20 -> 2-12-7-17 -> 4-14-9-19 1-13-7-19 -> 4-16-10-22 -> 2-14-8-20 -> 5-17-11-23 -> 3-15-9-21 -> 6-18-12-24 1-15-8-22 -> 4-18-1 1-25 -> 6-20-13-27 -> 2-16-9-23 -> 5-19-12-26 -> 7-21-14-28 -> 3-17-10-24 1-17-9-25 -> 5-21-13-29 -> 3-19-11-27 -> 7-23-15-31 -> 2-18-10-26 -> 6-22-14-30 -> 4-20-12-28 -> 8-24-16-32 1-2-3 -> 19-20-21 -> 10-11-12 -> 28-29-30 -> 4-5-6 -> 22-23-24 -> 13-14-15 -> 3 1-32-33 -> 7-8-9 -> 25-26-27 -> 16-17-18 -> 34-35-36 1-2-3-4 -> 21-22-23-24 -> 13-14-15-16 -> 33-34-35-36 -> 5-6-7-8 -> 25-26-27-28 -> 17-18-19-20 -> 37-38-39-40 -> 9-10-11-12 -> 29-30-31-32 1-2-3-4 -> 25-26-27-28 -> 13-14-15-16 -> 37-38-39-40 -> 5-6-7-8 -> 29-30-31-32 -> 17-18-19-20 -> 41-42-43-44 -> 9-10-1 1-12 -> 33-34-35-36 -> 2 1-22-23-24 1-2-3-4 -> 25-26-27-28 -> 13-14-15-16 -> 37-38-39-40 -> 5-6-7-8 -> 29-30-31-32 -> 17-18-19-20 -> 41-42-43-44 -> 9-10-11-12 -> 33-34-35-36 -> 2 1-22-23-24 -> 45-46-47-48 1-2-3-4 -> 29-30-31-32 -> 13-14-15-16 -> 41-42-43-44 -> 5-6-7-8 -> 3 3-34-35-36 -> 17-18-19-20 -> 45-46-47-48 -> 2 1-22-23-24 -> 49-50-5 1-52 -> 25-26-27-28 -> 9-10-11-12 -> 37-38-39-40 56 1-2-3-4 -> 29-30-31-32 -> 13-14-15-1 6 -> 41-42-43-44-> 2 1-22-23-24 -> 49-50-5 1-52 -> 9-10-11-12 -> 37-38-39-40 -> 25-26-27-28 -> 53-54-55-56 -> 17-18-19-20 -> 45-46-47-48 -> 5-6-7-8 -> 33-34-35-36 60 1-2-3-4 -> 29-30-31-32 -> 45-46-47-48 -> 13-14-15-16 -> 5-6-7-8 -> 37-38-39-40 -> 2 1-22-23-24 -> 53-54-55-56 -> 9-10-11-12 -> 33-34-35-36 -> 49-50-51-52 -> 17-18-19-20 -> 41-42-43-44 -> 57-58-59-60 -> 25-26-27-28 1-2-3-4 -> 33-34-35-36 -> 17-18-19-20 -> 49-50-51-52 -> 9-10-11-12 -> 41-42-43-44 -> 25-26-27-28 -> 57-58-59-60 -> 5-6-7-8 -> 37-38-39-40 -> 2 1-22-23-24 -> 53-54-55-56 -> 13-14-15-16 -> 45-46-47-48 -> 29-30-31-32 -> 61-62-63-64 1-2-3-4 -> 37-38-39-40 -> 2 1-22-23-24 -> 53-54-55-56 -> 9-10-11-12 -> 45-46-4 7-48 -> 29-30-31-32 -> 61-62-63-64 -> 17-18-19-20 -> 57-58-59-60 -> 33-34-35-36 -> 5-6-7-8 -> 41-42-43-44 -> 13-14-15-16 -> 49-50-51-52 -> 25-26-27-28 -> 65-66-67-68 64 68 SS ASME PCC-1-2022 NONMANDATORY APPENDIX K NUT FACTOR CALCULATION OF TARGET TORQUE (22) K-1 COMMON TARGET TORQUE FORMULA These variables are significant and should not b e ignored when selecting the lubricant and determining the nut factor (refs. [2] - [5]). A lubricant in combination with stud material and coat­ ings will have a specific nut factor. A change to the fastening system will change the nut factor, and the torque values will need to be adjusted accordingly. Users should use test results from nut factor trials that are similar to their own conditions (lubrication, bolt mate­ rial, b olt diameter, b olt and nut coating, assembly temperature) or conduct their own nut factor trials. Nut factor trials can be conducted by applying torque to a bolt and measuring the obtained bolt load using a calibrated load cell or instrumented bolt or calibrated ultrasonic measurement. The manufacturer's maximum temperature for a given lubrication product has not been a reliable indicator that the product improves the joint's disassembly after opera­ tion at an elevated temperature. Typically, the maximum temperature is listed as the melting point or degradation point of the solid with the highest temperature in the lubri­ cant and is not a reflection of how the lubricant works at that higher temperature. Users should obtain test results on similar materials and in similar operating conditions to guide them in selecting the appropriate product for that service. A common method for calculating target torque is to use the nut factor: (SI Units) T = KDF/ 1 000 (K-lM) (U.S. Customary Units) T = KDF/ 1 2 (K-1) where D = nominal diameter of the bolt, mm (in.) F = target bolt load, N (lb) K = nut factor (see para. K-1.1) T = target torque, N·m (ft-lb) K-1.l N ut Factor, K The nut factor, K, is an experimentally determined dimensionless constant related to the coefficient of fric­ tion. The value of K in most applications at ambient temperature is considered to be approximately equal to the coefficient of friction plus 0.04 (ref. [1]) (e.g., coeffi­ cient of friction = 0.16; nut factor = 0.16 + 0.04 - 0.20). Published tables of experimental nut factors are available from several sources; however, care should be taken to understand the factors for the application being consid­ ered. Typical nut factors for industrial pressure vessel and piping applications using ASME SA- 193 low-alloy steel bolts range from 0.16 to 0.23 at ambient temperature. K-2 ADDITIONAL I N FORMATI ON ON TARGET TORQU E FORM ULAS Additional information on torque formulas and the effect of friction factors may be found in the Handbook of Bolts and Bolted joints (ref. [1]). Chapter 3 provides detailed formulas. Chapters 12 and 32 provide substantial additional theoretical and experimental information and equations, including eq. (K-2) shown in this Appendix. Equation (K-2) applies to standard 60-deg thread angle fasteners. It reflects the three specific resistance compo­ nents: the thread pitch, the thread coefficient of friction, and the nut face coefficient of friction. This approach has been used in EN 159 1-1, ISO 27509, and VDI 2230. Long experience has shown the nut factor method to be equally effective as the more complex formulas. While the nut factor method does not address all of the torque­ preload relationship variables, it produces similar and fully acceptable values for the assembly of flanges. K-1.2 Effects of Changes in Nut Factor It is important to understand the sensitivity of the obtained load to an applied torque from changes in nut factor. For example, a small change in nut factor from 0.10 to 0.30 does not result in a 20% change in torque but a 200% change. Insufficient application of lubricant to the working surfaces adds s ignificant variability to the obtained bolt load. Research has shown that the nut factor is depen­ dent on lubrication, bolt material, bolt diameter, bolt and nut coating, and assembly temperature. In tests using one lubricant at ambient temperature (0°C to 40°C (32°F to 1 0 0 °F) ] , the nut factor was found to vary by 5 0 % (from 0 . 1 5 5 t o 0.105). In addition, in material tests, ASM E SA- 1 9 3 BSM b olts have been found to have a 30% higher nut factor than AS M E SA- 1 9 3 8 7 b olts. 56 ASME PCC-1-2022 µn For completeness, the mathematical model is given here: = coefficient of friction for the nut face or bolt head µt = (K-2) coefficient of friction for the threads The target bolt load, F, can be determined from F A50"yP% = This can be simplified for metric and Unified thread forms to where As or more approximately (from VD! 2230) to T = ( F 0.16p + O.SSµt d2 + -) Deµn 2- K-3 REFERENCES NOTE: • • • [1] Bickford, J. H., Handbook of Bolts and Bolted joints, Marcel Dekker, Inc., New York (1995), p. 233 [2] Brown, W., "Efficient Assembly of Bolted Joints," ASME 2 0 0 4 P r e s s u re V e s s e l s and P i p i n g C onfe r e n c e , PVP2 004- 2 6 3 5 , S a n D iego, CA, July 2 5-29, 2 0 04, DOI: 10.1115/PVP2004-2635 [3] Brown, W., Marchand, L., Evrard, A., and Reeves, D., "Effect of Bolt Size on Assembly Nut Factor," ASME 2 0 0 7 P r e s s u re V e s s e l s and P i p i n g C onfe r e n c e , PVP2007-26644, San Antonio, TX, July 22-26, 2007, DOI: 10.1115/PVP2007-26644 [4] Brown, W., and Lim, T., "The Effect of Bolt Size on the Assembly Nut Factor," ASME 2015 Pressure Vessels and Piping Conference, PVP20 15-45945, Boston, MA, July 19-23, 2015, DOI: 10.1115/PVP2015-45945 [5] Brown, W., and Long, S., "Factors Influencing Nut Factor Test Results," ASME 2017 Pressure Vessels and Piping Conference, PVP2017-65506, Waikoloa, HI, July 16-20, 2017, DOI: 10.11 15/ PVP2017-65506 0 . 1 6p is the torque to stretch the bolt. 0.58µtlf2 is the torque to overcome thread friction. D,µ" 2 tensile stress area of the thread, mmz (in.z) (see Nonmandatory Appendix H) percentage utilization factor for material yield strength (default value typically 50%; i.e., Po/o = 0.5) minimum yield strength of the bolt material, N/mm z (lb/in. z) is the torque to overcome face friction. where effective bearing diameter of the nut face, mm (in.) (d0 + d;)/ 2 dz basic pitch diameter of the thread, mm (in.) (For metric threads, dz = d - 0.6495p; for inch threads, dz = d - 0.6495/n.) d; = inner bearing diameter of the nut face, mm (in.) d0 = outer bearing diameter of the nut face, mm (in.) F = target bolt load, N (lb) number of threads per inch, in.- 1 (applies to inch n threads) p pitch of the thread, mm (For inch threads, this is normally quoted as threads per inch, n; i.e., p = 1/ De n.) T = target torque, N·mm (in.-lb) {3 = half included angle for the threads, deg (i.e., 3 0 deg for metric and Unified threads) 57 ASME PCC-1-2022 NONMANDATORY APPENDIX L ASME 816 .5 FLANGE BOLTING INFORMATION See Table L-1. Table L-1 ASME 816.5 Flange Bolting Information Flange Size (NPS) Class 150 Class 300 Class 400 Class 600 Class 900 Class 1500 Class 2 500 # # # # # # # Size 4 4 4 4 4 Size 1iz Size Size 4 4 4 4 4 Size % 4 4 4 4 4 Size % 4 4 4 4 4 4 4 4 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 8 5 6 8 10 12 8 8 8 12 12 8 12 12 16 16 8 12 12 16 16 8 12 12 16 20 8 12 12 16 20 8 12 12 12 16 8 8 12 12 12 14 16 18 20 24 12 16 16 20 20 20 20 24 24 24 20 20 24 24 24 20 20 20 24 24 20 20 20 20 20 16 16 16 16 16 1 58 Size % 1 ASME PCC-1-2022 NONMANDATORY APPENDIX M WASHER USAGE GUIDANCE AND PURCHASE S PECIFICATIONS FOR THROUGH-HARDENED WASHERS M-1.4 Existing Standards M-1 WASHER USAGE G U I DANCE Washers in accordance with ASTM F43 6 have been used previously on piping flanges. However, the use of ASTM F43 6 washers may lead to interference with the spot face/ back facing on the flanges. Also, ASTM F436 does not provide dimensions for certain nominal sizes needed for pipe or vessel flanges. The intent of the Type 1 washer in this Appendix is to specify a washer of the same general material as an ASTM F43 6 washer but with revised dimensions to m ake them compatible with pipe or vessel flanges. (22) M-1.1 Usage The use of washers on pressure boundary bolted flange joints is optional. However, it is generally recognized that the use of through-hardened steel washers will improve the translation of torque input into bolt preload by providing a smooth and low-friction bearing surface for the nut. Washers protect the contact surface of the flange from damage caused by a turning nut. These are important considerations when torquing methods (either manual or hydraulic) are used for bolt tightening. This Appendix specifies the procurement of through­ hardened washers for bolted flange j oints covered within the scope of this Standard. The use of surface­ hardened washers is not recommended since the soft interior material under direct compression will flow plas­ tically, causing washer cupping and thinning with the associated reduction in preload. M-1.5 Previous Material Figures 1 and 2 in the original edition of ASME PCC-1 referenced ASME SA-540 for the manufacture of washers for elevated temperatures. This App endix does not continue the use of this material due to material cost and manufacturing concerns. Discontinuation of the use of SA-540 material does not imply that this material is technically deficient. M-1.2 Dimensions The outside diameter of the washers detailed in this Appendix was selected to enable their use on flanges with spot faces or back facing meeting the requirements of standard ISO 7005-1 for metric flanges and MSS SP-9 for inch flanges. The inside diameter of these washers was selected to enable their use under the nut. Use of these washers under the head of a bolt may lead to interference with the bolt shank or underhead fillet. Table M-1.3-1 Recommended Washer Temperature Limits M-1.3 Washer Temperature Washer temperature limits are shown in Table M-1.3-1. Note that in operation, actual bolting (studs, nuts, and washers) temperature may be lower than process fluid temperature. For uninsulated joints, ASME 83 1.3 considers flange bolting temperature to be 80% of fluid temperature. Material Type Single-Use [Note (1)) Reuse [Note (2)) 1 4 5 6 7 425°C (800°F) [Note (3)] 540°C (1,000°F) 6S0°C (1,200°F) 815°( (1,500°F) 2os0c (400°F) 400°C (750°F) 425°C (800°F) 550°( (1,025°F) NOTES: (1) Single-use temperature limits are based on replacement when­ ever the existing washer has been exposed to a temperature in excess of the corresponding reuse limit. (2) Reuse temperature limits are based on not exceeding the tempering temperature of the particular material such that the material is not subject to annealing (softening). (3) Field experience indicates that the use of Type 1 material at temperatures above 3 15°C (600°F) can lead to difficulty at disas­ sembly due to galling between washer and nut as a result of soft­ ening of the washer. 59 ASME PCC-1-2022 M-2.3.2 Washers up to and including 100 mm (4 in.) nominal size shall be through-hardened, except Type 7 material. 1 M-1.6 Material Application Types 1 and 4 washer materials are intended for use with steel fasteners such as Grade 2 H, 4, or 7 steel nuts per ASME SA-194. The Type 4 washer material is an alloy steel with a higher temperature limit. Types 5 and 6 washer materials are intended for use with austenitic steel fasteners such as Grade 8 a ustenitic steel nuts per ASME SA-194. The Type 6 washer material is a precipita­ tion hardening stainless steel that has increased corrosion resistance as compared to Type 5 washer material. Type 7 washer material is intended for use with austenitic steel fasteners such as Grade 8 nuts per ASME SA-194 in low­ temperature applications where other materials may become brittle. For the purposes of this Appendix, low­ t e m p e r a ture a p p l i c at i o n s refe r to temp eratures between -45°( (-50°F) and -185°( (-300°F). M-2.3.3 Minimum tempering (precipitation) temperatures shall be as follows: (a) for Type 1, 205°C (400°F) (b) for Type 4, 3 70°C (700°F) (c) for Type 5, 425°C (800°F) (d) for Type 6, 550°C (1,025°F) M-2.4 Chemical Composition Washers shall conform to the chemical composition specified in Table M-2.4-1. M-2.5 Mechanical Properties Types 1, 4, and 5 washers shall have a hardness of 38 H RC to 45 HRC. Type 6 washers shall have a hardness of3 3 H RC to 4 2 HRC. Type 7 washers shall have a hardness of20 H RC to 23 HRC. M-1.7 Installation To avoid any concerns about the effect of washer mark­ ings on the performance of the washer to nut interface, it is recommended that these washers be installed with the marked face toward the flange surface. M-2.6 Dimensions and Tolerances M-2.6.1 Washers shall conform to the dimensions shown in Table M-2.6.1-1 or Table M-2.6.1-2 with toler­ ances shown in Table M-2.6.1-3 or Table M-2.6.1-4 as ap­ plicable. M-2 PU RCHASE SPECIFICATION FOR THROUGH­ HARDENED WASH ERS M-2.1 Scope M-2.6.2 Washers shall have a multidirectional lay with a surface roughness not exceeding 3.2 µm (125 µin.) in height including any flaws in or on the surface. Surface roughness shall be as defined in ASME 846.1. M-2.1.1 This Appendix covers the chemical, mechan­ ical, and dimensional requirements for through-hardened steel washers for use with fasteners having nominal sizes of 14 mm to 100 mm and 1/2 in. to 4 in. These washers are intended for use on pressure-containing flanges with bolts or studs and nuts. These washers are suitable for use with low-alloy steel and austenitic steel fasteners covered in ASME SA-193 and ASME SA-194. M-2.7 Workmanship, Finish, and Appearance Washers shall be free of excess mill scale, excess coat­ ings, and foreign material on bearing surfaces. Arc and gas cut washers shall be free of metal spatter. M-2.1.2 The types of washers covered are M-2.8 Sampling and Number of Tests (a) Type 1 - carbon steel (b) Type 4 - low-alloy steel (c) Type 5 - martensitic steel (d) Type 6 - precipitation hardening steel (e) Type 7 - austenitic steel M-2.8.1 A lot of washers shall consist of all material offered for inspection at one time that has the following common characteristics: (a) same nominal size (b) same material grade (c) same heat treatment M-2.2 Ordering I nformation M-2.8.2 From each lot described in para. M-2.8.1, the number of specimens tested for each required property shall be as specified in Table M-2.8.2-1. Orders for washers under this specification shall include the following: (a) nominal size (b) type (see para. M-2.1.2) (c) quantity (number of pieces) M-2.3 Materials and Manufacture M-2.3.1 Steel used in the manufacture of washers shall be produced by the open-hearth, basic-oxygen, or electric­ furnace process. 1 Type 7 material is an austenitic steel that does not harden through heat treatment. This alloy derives galling resistance through chemical composition rather than hardness. 60 ASME PCC-1-2022 Table M-2.4-1 Chemical Requirements Washer Type 1 4 [Note (1)] 5 [Note (2)] 6 [Note (3)] 7 [Note (4)] M-2.9.2 Hardness tests shall b e performed i n accor­ dance with the Rockwell test method specified in ASTM F606/F606M. Composition, % max. Phosphorus Sulfur 0.050 0.040 0.040 0.040 0.060 0.060 0.050 0.030 0.030 0.030 M-2.10 Decarbu rization M-2.10.l Washers shall meet the following limits for decarburization after completion of all manufacturing operations: (a) maximum depth of free ferrite: 0.08 mm (0.003 in.) (b) maximum total affected depth (free ferrite plus partial decarburization) : 0.20 mm (0.008 in.) NOTES: (1) Type 4 low-alloy steel washers shall be manufactured from SAE number 4130 or 4140 steel listed in ASTM A829. (2) Type 5 martensitic steel washers shall be manufactured from UNS S41000 steel listed in ASTM A240. (3) Type 6 precipitation hardening steel washers shall be manufac­ tured from UNS S17400 steel listed in ASTM A693. (4) Type 7 austenitic steel washers shall be manufactured from UNS S21800 steel listed in ASTM A240. M-2.10.2 Decarburization testing shall be performed in accordance with SAE J419. M-2.11 Product Marking M-2.11.l Washers shall be marked with a symbol, or other distinguishing marks, to identify the manufacturer or private label distributor, as appropriate. M-2.11.2 Washers shall be marked with the type, "1," "4," " S ," "6," or " 7," as appl icable. M-2.11.3 All markings shall be depressed and located on the same face of the washer. M-2.9 Test Methods: Hardness M-2.9.l A minimum of two readings shall be taken 180 deg apart on at least one face at a minimum depth of 0.38 mm (0.01 5 in.). 61 (22) ASME PCC-1-2022 Table M-2.6.1-1 Dimensional Requirements for Metric Washers T l.D. _l_ - --$: \l -- T T Nominal Size, mm Table M-2.6.1-2 Dimensional Requirements for U.S. Customary Washers T l.D. _l_ - --$: \l -- T �� Outside Diameter, Inside Diameter, O.D., mm I.D., mm T Outside Diameter, O.D. Thickness, T, mm 14 16 20 24 27 30 33 28 30 37 44 50 56 60 15 17 21 25 28 31 34 3 4 5 6 6 6 6 36 39 42 45 48 52 56 66 72 78 85 92 98 105 37 42 45 48 52 56 62 6 6 6 6 6 6 6 64 70 76 82 90 95 100 115 125 135 145 160 165 175 70 76 82 88 96 101 107 6 6 6 6 6 6 6 Inside Diameter, I.D. Thickness, T Nominal Size, in. mm in. mm in. mm in. % % 7/s 1 1 1/s 1 1/4 27.0 33.4 38.1 43.6 50.0 54.8 60.3 1.063 1.313 1.500 1.718 1.968 2.156 2.375 14.3 17.5 20.7 23.8 27.0 30.2 33.4 0.563 3.2 0.688 4.0 0.813 4.8 0.938 5.6 1.063 6.4 1.188 6.4 1.313 6.4 0.125 0.156 0.188 0.219 0.250 0.250 0.250 1% 1 1/z 1% 1% 1 7/s 2 2% 65.9 71.4 77.8 82.6 87.3 93.7 104.8 2.593 2.812 3.062 3.250 3.438 3.688 4.125 36.5 39.7 42.9 46.1 49.2 54.0 60.3 1.438 1.563 1.688 1.813 1.938 2.125 2.375 6.4 6.4 6.4 6.4 6.4 6.4 6.4 0.250 0.250 0.250 0.250 0.250 0.250 0.250 2 1/z 2% 3 3% 3 1/z 3% 4 1 15.9 127 138.1 149.2 160.4 173.1 182.6 4.563 5.000 5.438 5.875 6.313 6.813 7.188 66.7 73.0 79.4 85.7 92.1 98.4 104.8 2.625 2.875 3.125 3.375 3.625 3.875 4.125 6.4 6.4 6.4 6.4 6.4 6.4 6.4 0.250 0.250 0.250 0.250 0.250 0.250 0.250 1/z GENERAL NOTE: Tolerances are as noted in Table M-2.6.1-3. �� GENERAL NOTE: Tolerances are as noted in Table M-2.6.1-4. 62 ASME PCC-1-2022 Table M-2.6.1-3 Dimensional Tolerances for Metric Washers Tolerance, mm, for Nominal Size of 14 mm Through 2 0 mm Through 30 mm Through 45 mm Through 82 mm Through 2 7 mm 42 mm 76 mm 100 mm 16 mm Dimensional Characteristics Inside diameter, l.D. Outside diameter, O.D. Thickness, T Flatness (max. deviation from straight edge placed on cut side) Concentricity, FIM (Note (1)] (inside diameter to outside diameter) Burr height (max. projection above adjacent washer surface) -0, +0.4 -1.3, +O ±0.15 0.25 -0, +0.5 -1.6, +O ±0.20 0.30 -0, +0.6 -1.9, +O ±0.20 0.40 -0, +0.7 -2.2, +O ±0.20 0.50 -0, +0.9 -2.5, +O ±0.20 0.80 0.3 0.5 0.5 0.5 0.5 0.25 0.40 0.40 0.50 0.65 NOTE: (1) Full indicator movement. Table M-2.6.1-4 Dimensional Tolerances for U.S. Customary Washers Tolerance for Nominal Size of 1 in. Through 1 % in. <1 in. Dimensional Characteristics mm Inside diameter, l.D. -0, +0.81 Outside diameter, 0.D. ±0.81 Thickness, T ±0.13 Flatness (max. deviation from straight 0.25 edge placed on cut side) Concentricity, FIM [Note (1 )] (inside 0.81 diameter to outside diameter) Burr height (max. projection above 0.25 adjacent washer surface) in. mm in. mm in. -0, +0.032 ±0.032 ±0.005 0.010 -0, +0.81 ±0.81 ±0.13 0.38 -0, +0.032 ±0.032 ±0.005 0.0 15 -0, + 1.60 ±1.60 ±0.13 0.51 -0, +0.063 ±0.063 ±0.005 0.020 -0, + 1.60 ±1.60 ±0.13 0.81 -0, +0.063 ±0.063 ±0.005 0.032 0.032 0.81 0.032 1.60 0.063 1.60 0.063 0.010 0.38 0.0 15 0.51 0.020 0.64 O.D25 Table M-2.8.2-1 Sampling 800 and under 801 to 8 000 8 001 to 22 000 Over 22 000 >3 in. mm NOTE: ( 1) Full indicator movement. Number of Pieces in Lot > 1 % in. Through 3 in. in. Number of Specimens 1 2 3 5 63 ASME PCC-1-2022 NONMANDATORY APPENDIX N DEFINITIONS, COMMENTARY, AND GUIDELINES ON THE REUSE OF BOLTS (3) nut wall bending (nut becomes slightly conically shaped due to higher radial loadings at first engaged threads, thereby shifting some load to the a dj a cent threads) The bottom-line result of this load transfer from bolt to nut is that the first threads of engagement are subjected to a high unit loading since a major part of the load tends to transfer through these first threads. (e) From the previous points it can be seen that working and reworking the same threads in a proper installation can be beneficial. (1) In the case of bolts with an integral head, it is very simple to rework the same threads over and over from assembly to assembly by simply properly installing the same nut on the same bolt each time. Since the flange determines the grip length (effective stretching length), the same threads are always being worked. (2) In the case of bolts without integral head, it is virtu ally impossible to work and rework the same threads given the current workforce practices. When it becomes necessary to reuse bolts without integral heads, strict control is advised to ensure that the threaded fasteners are correctly installed with some means of determining that you are working the same threads. A complete change of the nuts is also a step that may create more uniformity. UJ When using torque devices without a measurement of load or elongation, determination of the friction condi­ tion of a fastener is difficult. However, creating similar and fairly predictable conditions on a group of fasteners is more practical. Starting with new threaded fasteners and treating them all the same is an effective and common way to minimize load variability from bolt to bolt. (g) Continuous reuse is an option when you have adequately attended to the issues herein discussed. (h) if an adequate bolt reuse system is used, it is advised that the fasteners be periodically replaced based on the following: (1) operational fatigue or abuse, surface and/or inte­ gral inspections, mechanical integrity inspections, galling, nut not running freely, difficult disassembly, or j oint leakage. (2) if one bolt in a joint is replaced, it is recommended that all bolts be replaced. If all bolts cannot be changed, a n d m o r e th a n o n e b o l t i s changed, s p a c e th e m (22) N-1 TERMS AND DEFI N ITIONS See Mandatory Appendix I. N-2 GENERAL COMMENTARY The following discussions are limited to site and field application: (a) Successful flange joint assembly is subject to a large number of variables in both joint design and field condi­ tions. The fastener system materials, quality, and condi­ tion have a large influence over the total outcome. (b) While it is recognized that even new fasteners may produce ±30% variation in bolt load when torqued, it is also recognized that when properly installed and well lubricated, the majority of the fasteners will produce loads in the ± 1 5% variation range with many falling into the ± 10% variation range. This is why torque is successful for m any applications. Keeping as many fasteners in the 10% to 15% variation range is very impor­ tant. (c) When the threads of new fasteners engage under load, they wear on each other. The surfaces and friction change and therefore their performance is forever changed. Dry or poorly lubricated fasteners tend to create higher friction conditions, while well-lubricated fasteners tend to create lower friction conditions. Each subsequent engagement of the same threa d s will produce similar results until an optimum or minimum condition occurs. Depending on the fastener size, the load change may vary from a few hundred pounds to a few thousand pounds. (d) The axial compression of a nut, and the extension of the bolt within the nut, have to be reconciled by means of other types of deformation, since thread contact requires the same deformation of nut and bolt along the bearing surfaces of the two thread systems. The reconciling influ­ ences of this incompatible simple axial strain have been identified to be (1) thread bending (threads act as cantilevers) (2) thread recession (lateral expansion of the nut accompanying the compressive axial stress, plus lateral expansion due to radial component of thread load) 64 ASME PCC-1-2022 symmetrically around the bolt circle so that they are surrounded by old fasteners. (i) Tightening methods that do not apply friction loads to the threads during the loading pro cess, such as hydraulic or mechanical tensioning, usually do not have a detrimental effect on the threads due to the lack of friction during the loading. (j) While factors such as handling, transporting, and storage are very important, suffice it to say that those shall be done in a manner to preserve both the quality and integrity of the fastener and fastener threads. (k) Working with and reconditioning fasteners in the field is expensive and unpredictable when compared to the cost of new. Reconditioning/replacement considera­ tions could include (1) number of bolts to recondition (2) availability of new bolts (3) labor cost (4) criticality of the bolted flange joint (SJ condition of previously applied coatings the replacement cost and considered in the assessment of critical issues of the assembly. (b) Strong consideration should be given to replacing bolts of any size should it be found that they have been abused or nonlubricated during previous assemblies. (c) Thread dies generally do not yield a highly cleaned reconditioned surface; therefore, turning bolt threads in a l athe is the preferred method to recondition costly fasteners. Although preferred, this process will remove thread material and tolerance limits specified in ASME 8 1 . 1 must be maintained. (d) Nuts are not generally reconditioned. N-4 GUI DELI N ES FOR REUSE OF GASKETS (a) Reuse of a gasket is not recommended. However, grooved-metal gaskets may be reused after the substrates have been reconditioned and refaced in a manner consis­ tent with the original product specification. The reinstal­ lation of gaskets so refurbished is not considered gasket reuse since the sealing performance of the gasket has been restored. (b) Experience has clearly shown that only a new gasket will reliably provide the necessary plastic deforma­ tion and elastic recovery characteristics essential to achieve an effective seal. Visual or physical inspection of a used gasket for apparent damage is not sufficient to detect such sealing surface factors as work hardening, brittleness, or the effects of heat or interaction with the service fluid. N-3 GUI DELI N ES FOR REUSE OF BOLTS AND N UTS (a) When using bolts and nuts of common grade for fasteners up to M30 (1 % in.) diameter, the use of new bolts and nuts is recommended when bolt-load control methods such as torque or tension are deemed necessary. For larger diameters, it is recommended that the cost of cleaning, deburring, and reconditioning be compared to 65 (22) ASME PCC-1-2022 NONMANDATORY APPENDIX 0 ASSEMBLY BOLT STRESS DETERMINATION The methodology outlined in this Appendix assumes that the gaskets being used undergo a reasonable amount (>1 5%) of relaxation during the initial stages of operation, such that the effects of operational loads in increasing the bolt stress need not be considered (i.e., gasket relaxation will exceed any operational bolt­ load increase). In some rare cases, this may not be the case, and the limits should then also be checked at both the ambient and operating bolt stress and tempera­ tures. For most standard applications, this will not be nec­ essary. In addition, the methodology is for ductile materials (strain at tensile failure in excess of 15% ). For brittle mate­ rials, the margin between the specified assembly bolt stress and the point of component failure may be consid­ erably reduced and, therefore, additional safety factors should be introduced to guard against such failure. The method does not consider the effect of fatigue, creep, or environmental damage mechanisms on either the bolt or flange. These additional modes of failure may also need to be considered for applications where they are found and additional reductions in assembly bolt stress may be required to avoid joint component failure. 0-1 I NTRODUCTION (22) 0-1.1 Scope This Appendix intends to provide guidance for the determination of an appropriate assembly bolt stress with due consideration for joint integrity. The detailed procedures provided in this Appendix are intended for flange j oints for which controlled assembly methods are to be used. Provisions are made for two simple approaches and a joint component approach. The historic use of a common single bolt stress across all flange sizes and ratings [e.g., 345 MPa (S O ksi)] can result in a gasket stress that does not provide sufficient margin to overcome the effects of creep/relaxation, pressure/ external loads, and thermal loading. In addition, the use of this bolt stress can result in either loading bolts past their yield strength, as in the case of austenitic stain­ less steels, or loading flanges past their flange strength limit, causing permanent flange deformation. For this reason, the joint component approach outlined in this Appendix is preferred. However, for some sites, due to their limited range of operating conditions and flange configurations, the simpler gasket stress or single bolt stress approaches may offer sufficient j oint integrity and simpler site execution. The calculations contained in this Appendix should be used to assist in the selection of other aspects of j oint assembly, such as the assembly method and whether addi­ tional steps, such as start-up retorque, are required. For example, the calculations may indicate that the required bolt load is close to the flange strength limit, which may require the use of more accurate assembly methods and/ or the use of a start-up retorque to recover initial bolt load relaxation. A smaller range of bolt load between the minimum required and the maximum permissible indi­ cates that greater care should be taken with assembly method selection, assembly procedure selection, and load control method. 0-1.3 Definitions (22) bolt root area, mm2 (in. 2 ) Ab · 2) 1 gasket area [n/4 (Co. o.2 - Cw.2 )] , mm 2 ( m. A9 larger of the gasket sealing element or flange seating surface inner diameter, mm (in.) Co . o. smaller of the gasket sealing element or the flange seating s urface o uter diameter, mm (in.) K = nut factor (for bolt material, lubricant/anti­ seize, and temperature) number of bolts nb Pmax maximum design pressure, MPa (psi) flange yield stress at assembly, MPa (psi) Sya flange yield stress at operation, MPa (psi) Syo maximum permissible bolt stress, MPa (psi) Sb max minimum permissible bolt stress, MPa (psi) Sb min selected assembly bolt stress, MPa (psi) Sbsel Cw. = 0-1.2 Cautions The provisions of this Appendix consider that the ASME P C C - 1 guidelines for the j oint component condition (flange surface finish, bolt spacing, flange rigidity, bolt condition, etc.) are within acceptable limits. 1 Where a gasket has additional gasket area, such as a pass partition gasket, which may not be as compressed as the main outer sealing element due to flange rotation, a reduced portion of that area, such as half the additional area, should be added to A9. 66 ASME PCC-1-2022 Sfmax improved in the field by comparison to a simpler method. Depending on the complexity of the joints in a given plant, a simple approach (e.g., standard b olt stress per size across all standard flanges) m ay be more effective in preventing leakage than a more complex approach that includes consideration of the integrity of all joint components. This Appendix outlines two approaches: the simpler single-assembly bolt stress approach (which is simpler to use but may result in damage to joint components) and a more complex joint component-based approach that considers the integrity of each component. maximum permissible bolt stress prior to flange damage, MPa (psi) maximum permissible gasket stress, MPa (psi) minimum gasket operating stress, MPa (psi) Sgmin-0 minimum gasket seating stress, MPa (psi) Sgmi n S Sg T = target assembly gasket stress, MPa (psi) assembly bolt torque, N·m (ft-lb) Tb T; Target Torque Index based on a unit bolt stress, N·m/MPa (ft-lb/ksi) single flange rotation at Sfmax• deg efmax maximum permissible single flange rotation g max e for g a s ket at the maximum o p e r ating temperature, deg bolt diameter, mm (in.) fraction of gasket load remaining after relaxation - 0-3 SIMPLE APPROACH (22) 0-3.1 Required I nformation In order to determine a standard assembly bolt stress for a single joint or across all flanges, it is recommended that, as a minimum, the target gasket stress, Sg T, for a given gasket type be considered. Further integrity issues, as outlined in section 0-4 on the joint component approach, may also be considered, as deemed necessary. (22) 0-2 ASSEMBLY BOLT STRESS SELECTION It is recommended that bolt assembly stresses be estab­ lished with due consideration of the following joint integ­ rity issues: (a) Sufficien t Gasket Stress to Seal th e join t. The assembly bolt stress should provide sufficient gasket stress to seat the gasket and sufficient gasket stress during operation to maintain a seal. (b) Damage to the Gasket. The assembly bolt stress should not be high enough to cause overcompression (physical damage) of the gasket or excessive rotation of the flange, which might lead to localized gasket over­ compression or damage to the flange sealing surface. (c) Damage to the Bolts. The specified bolt stress should be below the bolt yield point, such that bolt failure does not occur. In addition, the life of the bolt can be extended by specifying an even lower load. If hydraulic tensioners are used for assembly, then the appropriate load loss factors, per Nonmandatory Appendix Q, should be considered. (d) Damage to the Flange. The assembly bolt stress should be selected such that permanent deformation of the flange does not occur. If the flange is deformed during assembly, it might leak during operation or succes­ sive assemblies might cause joint leakage due to excessive flange rotation. Leakage due to flange rotation may be due to the concentration of the gasket stress on the gasket outer diameter causing damage or additional relaxation. Another potential issue is the flange face outer diameter touching, which reduces the effective gasket stress. If hydraulic tensioners are used for assembly, then the pass B load loss factors, per Nonmandatory Appendix Q, should be considered against flange and gasket damage. However, it is also important to consider the practical­ ities involved with the in-field application of the specified bolt stress. If a different assembly stress is specified for each flange in a plant, including all variations of standard piping flanges, then it is unlikely, without a significant assembly quality assurance plan, that success will be 0-3.2 Determining the Appropriate Bolt Stress The appropriate bolt stress for a range of typical joint configurations may be determined via eq. (0-1). Sbsel = SgT Ag -- n!JA.b (0-1) The average bolt stress across the joints considered may then be selected and this value can be converted into a torque value using eq. (0-2M) for metric units or eq. (0-2) for U.S. Customary units. Tb = SbselK A bc/Jb / 1 000 (0- ZM) (0-2) As an alternative to these equations, Tables 0-3.2-lM and 0-3.2-1 provide reference tables that tabulate Target Torque Indices, T;, based on eqs. (0-2M) and (0-2) using a unit bolt stress (e.g., substituting a value of 1 for Sb 5e1), with nut factors of 0.15, 0.18, and 0.2. The final assembly bolt torque m ay then be obtained by using eq. (0-3) . An example is shown in Notes (b) (2) and (b) (3) in Table 0-3.2-lM and Notes (b)(2) and (b) (3) in Table 0-3.2-1. The nut factors provided in Tables 0 - 3 .2 - l M and 0-3.2-1 represent examples and may vary from actual values. Refer to Nonmandatory Appendix K for guidance in determining nut factors. If another bolt stress or nut factor is required, then the table may be converted to the new values using eq. (0-3), where Sb 'sel• T'b· and K' are the original values. 67 (22) ASME PCC-1-2022 K Sb I K Tzb = -' � T'b = I' K ' Sbsel K Sb' sel (e) The target assembly gasket stress, SgT, should be selected by the user considering user experience and industry test data or in consultation with the gasket manu­ facturer. The target gasket stress is based on the full gasket area and should be selected to be near the upper end of the acceptable gasket stress range, as this will give the most amount of buffer against joint leakage. (f] The maximum assembly gasket stress, Sgmax, should be obtained from industry test data or the gasket manu­ facturer. This value is the maximum compressive stress at the assembly temperature, based on the full gasket area, which the gasket can withstand without permanent damage (excessive leakage or lack of elastic recovery) to the gasket sealing element. Any value provided should include consideration of the effects of flange rota­ tion for the type of flange being considered in increasing the gasket stress locally on the outer diameter. (g) The minimum gasket seating stress, Sgmin-s, should be obtained from industry test data or the gasket manu­ facturer. This value is the minimum recommended compressive stress at the assembly temperature and is based on the full gasket area. The value is the stress that the gasket should be assembled to in order to obtain adequate redistribution of any filler materials into filler serrations and ensure an initial seal between the gasket and the flange faces. (h) The minimum gasket operating stress, Sgmi n -o, should be obtained fro m industry test data or the gasket manufacturer. This value is the minimum recom­ mended compressive stress after offloading of the gasket by operational loads and is based on the full gasket area. This is the gasket stress that should be maintained on the gasket during operation in order to ensure that leakage does not occur. {i) The gasket relaxation fraction, ¢9' should be obtained from industry test data or the gasket manufac­ turer for the gasket in flange assemblies of similar config­ uration (geometry, dimensions, and rigidity) to the ones being assessed. A default value of 0.7 may be used if data are not available. (0-3) 0-4 JOINT COMPONENT APPROACH (22) 0-4.1 Required Information There are several values that should be known prior to calculating the appropriate assembly bolt stress using the joint component approach. {a) The maximum permissible flange rotation, 8Bmax, at the assembly gasket stress and the gasket operating temperature should be obtained from industry test data or from the gasket manufacturer. There is presently no standard test for determining this value; however, typical limits vary from 0.3 deg for expanded PTFE gaskets to 1.0 deg for typical graphite-filled metallic gaskets (per flange). A suitable limit may be determined for a given site or application based on the calculation of the amount of rotation that presently exists in flanges in a given service using the gasket type in question, provided that rotation has not been associated with leakage. (b) The maximum permissible bolt stress, Sbmax, should be selected by the user. This value is intended to eliminate damage to the bolt or assembly equipment during assembly and may vary from site to site. It is typi­ cally in the range of 40% to 70% of ambient bolt yield stress (see section 10), and the bolt load is sufficiently high to prevent self-loosening. (c) The minimum permissible bolt stress, Sbmin, should be selected by the user. This value is intended to provide a lower limit such that bolting inaccuracies do not become a significant portion of the specified assembly bolt stress, Sbse" and the bolt load is sufficiently high to prevent self­ loosening. The value is typically in the range of 140 MPa to 245 MPa (20 ksi to 35 ksi). (d) The maximum permissible bolt stress for the flange, Sfmax' should be determined, based on the particular flange configuration. This may be found using either elastic closed-form solutions or elastic-plastic finite element analysis, as outlined in section 0-5. In addition, when the limits are being calculated, the flange rotation at that load, 8fmax, should also be determined. Example flange limit loads for elastic closed-form solutions and elastic-plastic finite element solutions are outlined in Tables 0-4.1-lM through 0-4.1-7. 2 0-4.2 Determining the Appropriate Bolt Stress Once the limits are defined, the following process may be used for each joint configuration. This process may be performed using a spreadsheet or software program, which allows the determination of many values simulta­ neously. Step 1. Determine the target bolt stress in accordance with eq. (0-1). Step 2. Determine if the bolt upper limit controls 2 Limits are not presented for flanges less than NPS 2 (DN SO), as the consequence of gross plastic deformation of such small flanges is gener­ ally inconsequential to joint integrity. The smaller joint dimensions mean that the residual flange rotation must be significantly more severe when compared to a larger flange before it can be detected, let alone affect joint integrity. The joint component method may be applied to flange sizes or classes not listed in this Appendix or to small bore flanges using the method outlined in WRC Bulletin 538, but for small bore flanges the bolt load should not be excessively limited due to flange strength (i.e., minimum gasket stress levels should control the calculation' over flange strength). Sbsel = min. (Sbseli Sbmax) (0-4) Step 3. Determine if the bolt lower limit controls (0-5) 68 (22) ASME PCC-1-2022 Step 4. Determine if the flange limit controls 3 Sbsel = min. ( Sbsel 1 Sfmax ) Ab Ab·nb Ag GLD. nb Pmax <Pb </Jg (0-6) Step 5. Check if the gasket assembly seating stress is achieved. (0-7) Step 6. Check if the gasket operating stress is main­ tained. 4 0.3019 in. 2 2.42 in. 2 5.17 in. 2 4.00 in. 8 750 psig (0.75 ksi) 0.75 in. 0.7 Determine Bolt Stress Step 1. Step 2. Step 3. Step 7. Check if the gasket maximum stress is achieved. Sbsel � Sgmax [Ag / (Abnb) ] Step 4. (0-9) Step 5. Step 8. Check if the flange rotation limit is exceeded. Sbsel � Sfmax ( egmax / Bfmax ) Equation (0-1) Equation (0-4) Equation (0-5) Table 0-4.1-2 Equation (0-6) Additional Checks (0-10) Step 6. Equation (0-7) Equation (0-8) Step 8. Equation (0-9) Table 0-4.1-4 Equation (0-10) Equation (0-2) Step 7. If one of the final checks (Step 5 through Step 8) is exceeded, then judgment should be used to determine which controlling limit is more critical to the integrity and, therefore, what the selected bolt load ought to be. A table of assembly bolt torque values can then be calcu­ lated using eq. (0-2M) or eq. (0-2). An example table of assembly bolt stresses and torque values using this approach is outlined in Tables 0-4.2-1 and 0-4.2-2, respec­ tively. Alternative: Use Table 0-3.2-1 SbseI 30(5.17/2.42) 64 ksi SbseI min. (64, 75) 64 ksi Sbsel = max. (64, 35) = 64 ksi Sfmax = 63 ksi (note: Syo = Sy0) Sbsel min. (64, 63) 63 ksi = = = = = = Sbsel <: 12.S (5.17/2.42) <: 2 6.7 ksi ./ Sbsel <: (6.0 x 5.17 + (n/4) x 0.75 x 4.00 2]/(0.7 x 2.42) <: 24 ksi ./ Sbsel ,;; 40 (5.17/2.42) ,;; 85 ksi ./ 8/max = 0.32 deg Sbsel ,;; 63 (1.0/0.32) ,;; 197 ksi ./ Tb = 63,000 x 0.2 x 0.3019 x 0.75/12 Tb "' 240 ft-lb Tb = 63 ksi x 3.78 ft lb/ksi = 238 ft-lb Note that for some flanges (e.g., N PS 8, class 150) the additional limits [ eq. (0-7) through eq. (0-10)] are not satisfied. In those cases, engineering judgment should be used to determine which limits are more critical to the joint integrity, and the value ofSbsel should be modified accordingly. It should be noted that the values presented are not hard limits (i.e., flange leakage will not occur if the gasket stress falls 0.1 psi below the limit) and therefore some leeway in using the values is to be considered normal. (22) 0-4.3 Example Calculation NPS 3 Class 300 Carbon Steel RFWN Flange Operating at Ambient Temperature (Identical Limits Used as Those in Table 0-4-2.1) with a spiral-wound gasket per ASME 8 1 6.20 and nut factor per Table 0-4.2-2 3 In some cases (e.g., high-temperature stainless steel flanges), the yield strength of the flange may reduce significantly during operation. While this is important to consider, in some cases consideration of this effect will result in the selection of an assembly bolt load that will result in joint leakage. Once in operation, the bolt load becomes a secondary load (i.e., the load decreases with component yield). Therefore, the effect of temperature-driven component yield will be seen only as additional joint relaxation and minor permanent deformation. Often, the actual material yield for stainless steel is significantly above the specified minimum yield, and therefore it is considered more prudent to tighten to a higher load initially and risk possible permanent deformation than to tighten to a lower load and risk certain joint leakage. However, if the selected load minus bolt relaxation remains well above the flange strength at operating temperature, permanent deformation can even­ tually cause issues (such as not being able to insert the bolts due to residual flange rotation). In that case, it may be appropriate to use a higher level of analysis than that presented in this Appendix. 4 Note that this simple treatment does not take into account the changes in bolt load during operation due to component elastic inter­ action. A more complex relationship for the operational gasket stress may be used in lieu of this equation that includes the effects of elastic interaction in changing the bolt stress. Note also that the use of the G term from ASME BPVC, Section VIII, Division 1, Mandatory Appendix 2 in place of Cw. in this equation is considered acceptable. 0-5 DETERM I N I N G FLANGE LIMITS 0-5.1 Elastic Analysis A series of elastic analysis limits have been determined that allow the calculation of the approximate assembly bolt stress that will cause significant permanent deforma­ tion ofthe flange. Since this bolt stress is approximate, and the flange specified minimum yield tends to be lower bound (i.e., the actual material yield will exceed the speci­ fied minimum yield strength), it is considered appropriate to use these limits without modification or additional safety factor. An explanation of the limits and equations used to determine the bolt stress can be found in WRC Bulletin 538. The inaccuracy of applied bolt stress may be considere d in this p rocess; however, caution is urged that including such considerations may lead to 69 (22) ASME PCC-1-2022 the selection of bolt stress levels that risk leakage. For simplicity and to err on the side of a higher bolt load, s catter is not considered essential to include in this method. analysis (FEA). An explanation of the requirements for performing such an analysis is outlined in WRC Bulletin 538. It is not necessary to rerun the analysis for minor changes to the j oint configuration (such as different gasket dimensions or minor changes to the flange material yield strength) as linear interpolation using the ratio of the change in gasket moment arm or ratio of the different yield strength can be used to estimate the assembly bolt stress limit for the new case. 0-5.2 Finite Element Analysis A more accurate approach to determining the appro­ priate limit on assembly bolt load is to analyze the j oint using elastic-plastic nonlinear finite element 70 ASME PCC-1-2022 Table 0-3.2-IM Reference Values (Target Torque Index) for Calculating Target Torque Values for Low-Alloy Steel Bolting Based on Unit Prestress of l MPa (Root Area) (Metric Series Threads) Basic Thread Designation Target Torque Index, T;, N·m/MPa (ft-lb/ksi), at Nut Factor, K, of 0.18 0.2 M12 1.75 M14 x 2 M16 x 2 M20 2.5 M22 2.5 0.13 (0.66) 0.21 (1.07) 0.33 (1.69) 0.65 (3.31) 0.90 (4.57) 0.16 (0.80) 0.25 (1.28) 0.40 (2.03) 0.78 (3.97) 1.08 (5.49) 0.17 (0.88) 0.28 (1.42) 0.44 (2.25) 0.87 (4.42) 1.20 (6.10) M24 x 3 M27 x 3 M30 3.5 M33 3.5 M36 4 1.13 (5.73) 1.68 (8.52) 2.26 (11.5) 3.11 (15.8) 3.99 (20.3) 1.35 (6.87) 2.01 (10.2) 2.72 (13.8) 3.74 (19.0) 4.78 (24.3) 1.50 (7.63) 2.23 (1 1.4) 3.02 (15.3) 4.15 (21.1) 5.31 (27.0) M39 x 4 M42 x 4.5 M45 4.5 M48 5 M52 5 5.20 (26.5) 6.41 (32.6) 8.07 (41.0) 9.67 (49.2) 12.6 (64.1) 6.24 (31.8) 7.70 (39.1) 9.68 (49.2) 1 1.6 (59.0) 15.1 (76.9) 6.94 (35.3) 8.55 (43.5) 10.8 (54.7) 1 2.9 (65.6) 1 6.8 (85.4) M56 x 5.5 M64 6 M72 6 M80 x 6 M90 x 6 MlOO x 6 15.6 (79.6) 23.7 (120) 34.8 (177) 48.9 (249) 71.4 (363) 99.8 (507) 18.8 (95.5) 28.4 (145) 41.8 (212) 58.7 (299) 85.7 (436) 120 (609) 20.9 (106) 3 1.6 (161) 46.4 (236) 65.2 (332) 95.2 (484) 133 (677) x x x x x x x x x x x 0.15 GENERAL NOTES: (a) The root areas are based on coarse-thread series for sizes M68 and smaller, and 6-mm pitch thread series for sizes M70 and larger. The determination of root area for metric threads is based on a 6g tolerance. (b) There are many ways of calculating target torque values for bolted pressure joints. The basis for Target Torque Index values in this table are described below. When conditions vary from those considered in this table, such as different bolt materials or different coatings, refer to Nonmandatory Appendix K to compute appropriate torque values. (1) The tabulated target torque values are based on working surfaces that comply with sections 4 and 8. (2) The Target Torque Index, T;, is determined from eq. (0-2), for the nut factor indicated and applying a unit bolt load of 1 MPa for Sbsel· For example, for an M20 bolt using a nut factor of 0.2 Ii = Sbset K Ab rh / 1 000 = I X 0.2 X 217 X 20/ 1 000 = 0.87 (3) When the Target Torque Index, T;, is determined, this value is multiplied by the selected assembly bolt load Sb sel to arrive at the final torque value, Tb. For example, the M20 bolt in (2) is in the NPS 3 Class 300 flange described in the example calculation in para. 0-4.3, for which the selected assembly bolt stress, Sbsei. is 434 MPa. The target torque becomes Tb = Sbsel X Ii = 434 MPa X 0.87 N ·m/MPa = 378 N ·m This calculated value is rounded up to the nearest 5 N·m to become 380 N·m. 71 (22) ASME PCC-1-2022 (22) Table 0-3.2-1 Reference Values (Target Torque Index) for Calculating Target Torque Values for Low-Alloy Steel Bolting Based on Unit Prestress of l ksi (Root Area) (Inch Series Threads) Nominal Bolt Size, in. Target Torque Index, T;, ft-lb/ksi (N·m/MPa), at Nut Factor, K, of 0.18 0.2 % % 7/s 1 0.79 (0.15) 1.58 (0.31) 2.83 (0.56) 4.58 (0.90) 6.89 (1.35) 0.94 (0.19) 1.89 (0.37) 3.40 (0.67) 5.50 (1.08) 8.27 (1.63) 1.05 (0.21) 2.10 (0.41) 3.78 (0.74) 6.11 (1.20) 9.18 (1.81) 11/s 1 1/4 13/s 11;2 1% 10.2 (2.01) 14.S (2.85) 19.9 (3.90) 26.3 (5.18) 34.1 (6.71) 12.3 (2.42) 17.4 (3.43) 23.8 (4.68) 3 1.6 (6.22) 41.0 (8.05) 13.7 (2.68) 19.4 (3.81) 26.S (5.20) 35.1 (6.91) 45.S (8.95) 1% 17Js 2 2% 21!2 43.3 (8.52) 53.9 (10.6) 66.3 (13.0) 96.2 (18.9) 134 (26.4) 52.0 (10.2) 64.7 (12.7) 79.S (15.6) 115 (22.7) 161 (3 1.6) 57.8 (11.4) 71.9 (14.1) 88.3 (17.4) 128 (25.2) 1 79 (35.2) 2% 3 3% 3 1/2 3% 4 181 (35.6) 237 (46.6) 304 (59.8) 383 (75.3) 474 (93.2) 579 (1 14) 2 17 (42.7) 284 (55.9) 3 65 (71.8) 459 (90.3) 569 (112) 694 (137) 241 (47.4) 3 16 (62.1) 406 (79.8) 510 (100) 632 (124) 771 (152) 1!2 0.15 GENERAL NOTES: (a) The root areas are based on coarse-thread series for sizes 1 in. and smaller, and 8-pitch thread series for sizes 1 % in. and larger. The determination of root area for inch series threads is based on a 2A tolerance. (b) There are many ways of calculating target torque values for bolted pressure joints. The basis for Target Torque Index values in this table are described below. When conditions vary from those considered in this table, such as different bolt materials or different coatings, refer to Nonmandatory Appendix K to compute appropriate torque values. (1) The tabulated target torque values are based on working surfaces that comply with sections 4 and 8. (2) The Target Torque Index, T;, is determined from eq. (0-2), for the nut factor indicated and applying a unit bolt load of 1 ksi for Sbsel· For example, for a % in. bolt using a nut factor of 0.2 '.Ii = Sbsel K Ab rp b / 12 = 1,000 X 0.2 X 0.302 X 0.75/ 12 = 3.78 where the value of 1,000 represents 1,000 psi rather than 1 ksi to maintain consistency in units. (3) When the Target Torque Index, T;, is determined, this value is multiplied by the selected assembly bolt load Sb sel to arrive at the final torque value, Tb. For example, the % in. bolt in (2) is in the NPS 3 Class 300 flange described in the example calculation in para. 0-4.3, for which the selected assembly bolt stress, Sbsel• is 63 ksi. The target torque becomes Ti, = Sbsel X :r; = 63 ksi X 3.78 ft-lb/ksi = 238 ft-lb This calculated value is rounded up to the nearest S ft-lb to become 240 ft-lb. 72 ASME PCC-1-2022 Table 0-4.1-1 Pipe Wall Thickness Used for Following Tables (in.) Table 0-4.1-lM Pipe Wall Thickness Used for Following Tables (mm ) Class Class 150 300 600 900 1500 2 500 2 21!2 3 4 5 0.065 0.083 0.083 0.083 0.109 0.065 0.083 0.083 0.083 0.109 0.154 0.120 0.120 0.237 0.258 0.109 0.203 0.2 16 0.237 0.375 0.2 18 0.276 0.300 0.438 0.500 0.344 0.552 0.600 0.674 0.750 6 8 10 12 14 0.109 0.109 0.134 Q156 Q156 0.109 0.148 0.307 0.330 0250 0.280 0.322 0.500 0.500 0.500 0.432 0.500 0.594 0.688 0.750 0.562 0.812 1.000 1.125 1.250 0.910 1.185 1.476 1.751 16 18 20 24 26 0.165 0.188 0.188 0.218 0.3 12 0.3 12 0.375 0.375 0.562 0.500 0.562 0.812 0.812 0.969 0.934 0.938 1.031 1.281 1.531 1.382 1.375 1.750 1.750 2.062 37.79 40.49 43.19 45.89 48.59 28 30 32 34 36 0.3 12 0.250 0.3 12 0.3 12 0.3 12 0.500 0.625 0.625 0.625 0.750 1.006 1.078 1.150 1.222 1.294 1.488 1.594 1.700 1.807 1.913 51.29 53.99 56.69 59.39 62.09 64.79 38 40 42 44 46 48 0.375 0.375 0.375 0.375 0.375 0.375 0.693 0.729 0.766 0.802 0.839 0.875 1.366 1.437 1.509 1.581 1.653 1.725 2.019 2.126 2.232 2.338 2.444 2.551 NPS 150 300 600 900 1500 2500 2 2 112 3 4 5 1.65 2.11 2.11 2.11 2.77 1.65 2.11 2.11 2.11 2.77 3.91 3.05 3.05 6.02 6.55 2.77 5.16 5.49 6.02 9.52 5.54 7.01 7.62 1 1.13 12.70 8.74 14.02 15.24 17.12 19.05 6 8 10 12 14 2.77 2.77 3.40 3.96 3.96 2.77 3.76 7.80 8.38 6.35 7.11 8.18 12.70 12.70 12.70 10.97 12.70 15.09 17.48 19.05 14.27 20.62 25.40 28.58 3 1.75 23.12 30.10 37.49 44.47 16 18 20 24 26 4.19 4.78 4.78 5.54 7.92 7.92 9.53 9.53 14.27 12.70 14.27 20.62 20.62 24.61 23.73 23.83 26.19 32.54 38.89 35.09 34.93 44.45 44.45 52.37 28 30 32 34 36 7.92 6.35 7.92 7.92 7.92 12.70 15.88 15.88 15.88 19.05 25.56 27.38 29.21 31.03 32.86 38 40 42 44 46 48 9.53 9.53 9.53 9.53 9.53 9.53 17.60 18.52 19.45 20.37 2 1.30 22.23 34.69 36.51 38.34 40.16 41.99 43.81 NPS 73 ASME PCC-1-2022 Table 0-4.l-2M Bolt Stress Limit for SA-105 Steel Flanges Using Elastic-Plastic FEA (MPa) Table 0-4.1-2 Bolt Stress Limit for SA-105 Steel Flanges Using Elastic-Plastic FEA (ksi) ASME 816.5 and ASME 816.47 Series A - Weld Neck ASME 816.5 and ASME 816.47 Series A - Weld Neck Class Class 150 300 600 900 1500 2 500 579 688 724 543 543 398 326 434 615 724 579 434 615 688 652 434 398 579 434 507 471 471 471 507 543 471 543 579 507 543 6 8 10 12 14 724 724 579 724 579 579 579 543 543 434 579 615 543 507 471 579 507 507 543 543 615 579 615 579 543 579 579 579 615 16 18 20 24 26 543 724 615 615 253 434 471 507 471 253 471 579 507 507 362 579 543 579 543 434 507 543 507 507 28 30 32 34 36 217 253 217 190 217 253 290 253 290 253 326 434 398 434 398 38 40 42 44 46 48 253 217 253 226 253 253 579 543 543 579 615 507 579 615 615 615 652 579 NPS 150 300 600 900 1500 2500 84 100 105 79 79 58 47 63 89 105 84 63 89 100 95 63 58 84 63 74 68 68 68 74 79 68 79 84 74 79 6 8 10 12 14 105 105 84 105 84 84 84 79 79 63 84 89 79 74 68 84 74 74 79 79 89 84 89 84 79 84 84 84 89 16 18 20 24 26 79 105 89 89 37 63 68 74 68 37 68 84 74 74 53 84 79 84 79 63 74 79 74 74 398 434 434 398 434 28 30 32 34 36 32 37 32 28 32 37 42 37 42 37 47 63 58 63 58 58 63 63 58 63 543 543 579 543 543 579 38 40 42 44 46 48 37 32 37 33 37 37 84 79 79 84 89 74 84 89 89 89 95 84 79 79 84 79 79 84 NPS 74 ASME PCC-1-2022 Table 0-4.1-3 Flange Rotation for SA-105 Steel Flanges Loaded to Table 0-4.l-2M/Table 0-4.1-2 Bolt Stress Using Elastic-Plastic FEA (deg) ASME 816.5 and ASME 816.47 Series A - Weld Neck Class NPS 150 300 600 900 1500 2500 2 21!2 3 4 5 0.37 0.36 0.23 0.50 0.56 0.34 0.31 0.32 0.37 0.33 0.23 0.24 0.26 0.29 0.29 0.21 0.20 0.26 0.26 0.28 0.20 0.21 0.22 0.21 0.20 0.16 0.17 0.16 0.17 0.17 6 8 10 12 14 0.61 0.46 0.70 0.74 0.68 0.41 0.45 0.43 0.48 0.48 0.30 0.31 0.34 0.35 0.39 0.27 0.28 0.30 0.34 0.33 0.21 0.21 0.21 0.22 0.24 0.16 0.17 0.17 0.16 16 18 20 24 26 0.83 0.88 0.87 0.95 0.87 0.48 0.51 0.58 0.59 0.59 0.39 0.41 0.40 0.41 0.43 0.34 0.33 0.32 0.31 0.35 0.23 0.24 0.24 0.26 28 30 32 34 36 0.84 0.97 0.98 0.87 0.85 0.50 0.60 0.49 0.52 0.51 0.40 0.43 0.48 0.41 0.44 0.37 0.35 0.37 0.35 0.38 38 40 42 44 46 48 1.09 0.93 1.04 0.91 1.00 1.04 0.51 0.52 0.60 0.54 0.52 0.63 0.39 0.43 0.43 0.43 0.43 0.42 0.34 0.37 0.35 0.35 0.37 0.35 75 ASME PCC-1-2022 Table 0-4.l-4M Bolt Stress Limit for SA-105 Steel Flanges Using Elastic Closed Form Analysis (MPa) Table 0-4.1-4 Bolt Stress Limit for SA-105 Steel Flanges Using Elastic Closed Form Analysis (ksi) ASME 816.5 and ASME 816.47 Series A - Weld Neck ASME 816.5 and ASME 816.47 Series A - Weld Neck Class NPS Class 150 300 600 900 1500 2 500 450 576 724 445 402 310 284 394 561 724 515 388 545 633 663 332 377 517 417 468 413 441 432 492 528 447 496 531 454 501 6 8 10 12 14 541 724 503 712 583 593 614 639 607 454 630 657 566 563 513 543 463 444 494 526 605 576 627 554 485 535 557 543 594 16 18 20 24 26 563 614 568 479 218 398 472 451 365 242 508 594 482 450 359 532 534 545 546 448 487 521 501 481 28 30 32 34 36 193 228 173 160 207 264 290 272 296 261 354 447 396 463 404 38 40 42 44 46 48 211 199 218 221 238 222 557 536 581 676 724 524 623 634 626 638 687 605 NPS 150 900 1500 2500 65 83 105 65 58 300 45 41 57 81 105 75 56 79 92 96 48 55 75 61 68 60 64 63 71 77 65 72 77 66 73 6 8 10 12 14 78 105 73 103 84 86 89 93 88 66 91 95 82 82 74 79 67 64 72 76 88 83 91 80 70 78 81 79 86 16 18 20 24 26 82 89 82 69 32 58 69 65 53 35 74 86 70 65 52 77 77 79 79 65 71 76 73 70 399 465 460 418 436 28 30 32 34 36 28 33 25 23 30 38 42 40 43 38 51 65 58 67 59 58 67 67 61 63 551 532 585 570 563 625 38 40 42 44 46 48 31 29 32 32 35 32 81 78 84 98 105 76 90 92 91 93 100 88 80 77 85 83 82 91 ASME 816.5 - Slip-On 600 ASME 816.5 - Slip-On Class NPS Class 150 300 600 900 1500 724 534 714 394 446 360 321 446 594 678 572 410 563 601 507 423 377 518 467 492 413 441 6 8 10 12 14 603 724 477 674 445 458 538 472 476 283 495 515 430 421 344 536 456 429 468 504 16 18 20 24 453 561 487 535 320 376 428 395 370 546 499 500 509 514 524 528 NPS 76 150 300 600 900 1500 105 77 103 57 65 52 47 65 86 98 83 60 82 87 74 61 55 75 68 71 60 64 6 8 10 12 14 87 105 69 98 65 66 78 68 69 41 72 75 62 61 50 78 66 62 68 73 16 18 20 24 66 81 71 78 46 55 62 57 54 79 72 73 74 75 76 77 ASME PCC-1-2022 Table 0-4.1-5 Flange Rotation for SA-105 Steel Flanges Loaded to Table 0-4.l-4M/Table 0-4.1-4 Bolt Stress Using Elastic Closed Form Analysis (deg) Table 0-4.1-5 Flange Rotation for SA-105 Steel Flanges Loaded to Table 0-4.l-4M/Table 0-4.1-4 Bolt Stress Using Elastic Closed Form Analysis (deg) (Cont'd) ASME 816.5 and ASME 816.47 Series A - Weld Neck ASME 816.5 - Slip-On Class Class NPS 150 300 600 900 1500 2 500 NPS 150 300 600 900 1500 2 2 112 3 4 5 0.20 0.22 0.20 0.28 0.29 0.20 0.19 0.22 0.27 0.26 0.15 0.17 0.19 0.19 0.20 0.13 0.11 0.15 0.17 0.18 0.09 0.09 0.12 0.14 0.14 0.08 0.07 0.08 0.10 0.10 2 2 112 3 4 5 0.34 0.35 0.40 0.52 0.64 0.28 0.29 0.32 0.38 0.43 0.21 0.24 0.27 0.27 0.30 0.14 0.12 0.21 0.21 0.20 0.10 0.10 6 8 10 12 14 0.33 0.35 0.44 0.46 0.46 0.32 0.36 0.40 0.42 0.38 0.24 0.28 0.27 0.32 0.35 0.16 0.18 0.17 0.21 0.24 0.15 0.15 0.16 0.15 0.15 0.10 0.11 0.10 0.11 6 8 10 12 14 0.73 0.84 1.02 1.09 1.14 0.49 0.57 0.59 0.66 0.70 0.33 0.38 0.40 0.47 0.50 0.20 0.22 0.27 0.33 0.33 16 18 20 24 26 0.54 0.54 0.60 0.59 0.77 0.36 0.41 0.39 0.37 0.55 0.36 0.34 0.33 0.34 0.42 0.23 0.26 0.24 0.26 0.33 0.17 0.18 0.19 0.20 16 18 20 24 1.26 1.34 1.38 1.52 0.76 0.80 0.86 0.91 0.52 0.52 0.55 0.58 0.33 0.34 0.33 0.33 28 30 32 34 36 0.79 0.88 0.84 0.85 0.90 0.56 0.58 0.58 0.57 0.56 0.43 0.42 0.43 0.43 0.43 0.33 0.34 0.34 0.34 0.34 38 40 42 44 46 48 0.93 0.93 0.94 0.96 0.98 0.95 0.71 0.71 0.71 0.71 0.71 0.71 0.48 0.48 0.48 0.48 0.48 0.48 0.35 0.35 0.36 0.36 0.36 0.36 77 ASME PCC-1-2022 Table 0-4.l-6M Bolt Stress Limit for SA-182 F304 Steel Flanges Using Elastic-Plastic FEA (MPa) Table 0-4.1-6 Bolt Stress Limit for SA-182 F304 Steel Flanges Using Elastic-Plastic FEA (ksi) ASME 816.5 and ASME 816.47 Series A - Weld Neck ASME 816.5 and ASME 816.47 Series A - Weld Neck Class Class 300 600 900 1500 2 500 63 79 105 53 58 47 37 53 68 89 68 53 74 79 79 53 47 68 53 58 53 58 53 63 63 58 63 68 63 63 6 8 10 12 14 79 84 63 68 63 68 68 63 63 47 68 74 63 63 53 68 63 63 63 63 68 68 74 68 63 68 68 68 74 16 18 20 24 26 53 58 53 53 32 53 58 58 53 26 53 68 58 58 42 68 68 68 63 53 63 63 63 58 326 362 362 326 362 28 30 32 34 36 26 32 26 25 26 32 32 32 37 32 42 53 47 53 47 47 53 53 47 53 434 434 471 434 434 471 38 40 42 44 46 48 26 21 32 22 32 32 68 63 63 68 74 58 68 74 74 68 74 68 63 63 68 63 63 68 150 300 600 900 1500 2 500 434 543 724 362 398 326 253 362 471 615 471 362 507 543 543 362 326 471 362 398 362 398 362 434 434 398 434 471 434 434 6 8 10 12 14 543 579 434 471 434 471 471 434 434 326 471 507 434 434 362 471 434 434 434 434 471 471 507 471 434 471 471 471 507 16 18 20 24 26 362 398 362 362 217 362 398 398 362 181 362 471 398 398 290 471 471 471 434 362 434 434 434 398 28 30 32 34 36 181 217 181 172 181 217 217 217 253 217 290 362 326 362 326 38 40 42 44 46 48 181 145 217 154 217 217 471 434 434 471 507 398 471 507 507 471 507 471 NPS NPS 78 150 ASME PCC-1-2022 Table 0-4.1-7 Flange Rotation for SA-182 F304 Steel Flanges Loaded to Table 0-4.l-6M/Table 0-4.1-6 Bolt Stress Using Elastic-Plastic FEA (deg) ASME 816.5 and ASME 816.47 Series A - Weld Neck Class NPS 150 300 600 900 1500 2 500 2 2 1/2 3 4 5 0.47 0.40 0.21 0.55 0.61 0.34 0.29 0.27 0.41 0.32 0.21 0.20 0.29 0.25 0.27 0.17 0.20 0.23 0.21 0.25 0.15 0.24 0.16 0.19 0.20 0.16 0.13 0.12 0.15 0.18 6 8 10 12 14 0.64 0.46 0.91 0.79 0.89 0.38 0.42 0.47 0.37 0.41 0.27 0.34 0.26 0.31 0.28 0.24 0.25 0.26 0.26 0.25 0.17 0.19 0.17 0.20 0.19 0.15 0.15 0.15 0.17 16 18 20 24 26 1.02 0.93 1.02 1.12 0.81 0.41 0.54 0.53 0.44 0.53 0.29 0.28 0.35 0.37 0.33 0.31 0.25 0.29 0.24 0.29 0.20 0.18 0.20 0.23 28 30 32 34 36 0.52 0.91 0.59 0.68 0.54 0.45 0.41 0.43 0.37 0.44 0.37 0.35 0.31 0.34 0.30 0.25 0.29 0.31 0.24 0.31 38 40 42 44 46 48 1.00 0.91 0.52 0.54 1.00 0.51 0.46 0.55 0.64 0.48 0.55 0.55 0.35 0.35 0.34 0.34 0.41 0.38 0.26 0.28 0.32 0.27 0.28 0.32 79 ASME PCC-1-2022 Table 0-4.2-1 Example Bolt Stress for SA-105 Steel Weld-Neck Flanges, SA-193 B7 Steel Bolts, and Spiral-Wound Gasket With Inner Ring (ksi) ASME Bl6.5 and ASME Bl6.47 Series A - Weld Neck NPS 2500 35 2 2 1 /2 35 3 35 4 35 5 35 6 35 10 35 8 35 12 35 14 35 18 35 16 35 20 35 24 26 28 35 35 35 35 30 37 35 35 35 34 35 35 32 36 35 40 35 38 35 42 35 44 35 46 35 8 35 35 Leg e n d : = l i m ited b y m i n . b o l t stress - = l i m ited by max. bolt stress = l i m ited by max. gasket stress = l i m ited by max. flange stress GENERAL NOTE: Example limits used in the analysis: 35 ksi Sbmin Sbmax 75 ksi Sfmax from Table 0-4.1-2 Sg, 3 0 ksi Sgmax 40 ksi Sgmin·S 12.5 ksi Sgmin-0 6 ksi 1.0 deg egmax = = = = = = = = 80 ASME PCC-1-2022 Table 0-4.2-2 Example Assembly Bolt Torque for SA-105 Steel Weld-Neck Flanges, SA-193 B7 Steel Bolts, and Spiral-Wound Gasket With I nner Ring (ft-lb) ASME 816.5 and ASME 816.47 Series A - Weld Neck Class NPS 150 300 600 900 1500 2500 2 2 1/z 3 4 5 160 160 160 160 285 120 170 240 285 285 120 170 245 460 690 265 370 370 665 935 265 370 520 810 1,275 325 480 680 1,230 2,025 6 8 10 12 14 285 285 460 460 690 285 460 690 1,025 860 680 1,025 1,210 1,270 1,430 765 1,175 1,070 1,290 1,540 1,015 1,615 2,520 3,095 4,495 3,095 3,095 6,260 8,435 16 18 20 24 26 690 1,025 1,025 1,455 715 1,220 1,325 1,425 2,400 1,675 2,035 2,825 2,590 3,570 2,950 1,915 3,210 3,380 6,260 8,435 6,260 8,435 11,070 17,865 28 30 32 34 36 680 715 1,230 1,230 1,230 1,675 2,425 2,645 3,025 3,250 3,370 3,620 4,495 4,610 6,260 11,070 11,070 14,195 17,865 17,865 38 40 42 44 46 48 1,295 1,230 1,295 1,230 1,295 1,295 2,635 3,085 3,230 3,910 4,985 4,570 5,050 4,670 6,260 6,260 6,260 8,435 17,865 17,865 17,865 22,120 27,000 27,000 GENERAL NOTES: (a) Nut factor used: K 0.2. (b) Torque rounded up to nearest 5 ft-lb. = 81 ASME PCC-1-2022 NONMANDATORY APPENDIX P TROUBLESHOOTING FLANGE J OINT LEAKAGE (22) (4J fluid hammer effects (SJ recent changes of any kind (process, flow rate, P-1 I NTRODUCTION The performance of a pressurized, gasketed, bolted flange joint, either standard or Code designed, is measured in terms of its ability to remain leak-free through all antici­ pated plant operations. When a leak occurs, whether minor or major, the cause should be determined. service fluid, or other) (6J actual equipment, flange, and bolt temperatures as measured with the best available means, such as contact thermometer, infrared device, or indicating crayon CAUTION: It is common for process operating gauges to be inaccurate; avoid using them if possible. P-2 SCOPE (7J removal of insulation from or application of insu­ lation to joint or bolts while the flange joint assembly is operating (BJ human factors : intervention (open or close valve), time of day or shift, training (unit operation and technical), etc. This Appendix is intended to assist flange joint trouble­ shooting efforts by providing (aJ an investigative and diagnostic evaluation guide to characterize the joint in terms of its historical, operating, and mechanical status (bJ a sample Flange Joint Leak Report (cJ flange design and acceptable practice considera­ tions (dJ a set of diagnostic troubleshooting tables (cJ A ttempts to Correct the Leak (1J tightening attempts (turn-of-nut, single-stud re­ placement, etc.) (-aJ number of, method for, and result for each attempt (-bJ timing of the attempts: while the flange joint was online or temporarily isolated? (2J gasket replacement attempts: type of replace­ ment, i.e., in-kind or different gasket? Result? (3J sealant injection attempts: number of, method for, and result for each attempt P-3 I NVESTIGATIVE AND DIAGNOSTIC EVALUATION GUIDE Troubleshooting a flange joint leak may involve some or all of the following criteria: (aJ Operating History of the Flange joint Assembly (1J time in service overall (age of joint) (2J time in service since the previous issue (3J timing ofthe leak, i.e., when in the operating cycle (dJ Previous Assembly Practices (1J assembler qualifications and training (2J ass embly procedures and/or A S M E P C C - 1 the leak occurred: start-up, shutdown, upset, normal run cycle, foul weather? (4J nature of leak (single or multiple l ocations around j oint; drip, vapor, flow intermittent, constant, extreme, or catastrophic) (SJ nature of previous diffi culties, evaluation summaries, and remedies such as system operation main­ tenance and equipment changes (6J prior assembly records and procedure (7J last-applied bolt load: the size of the load, method and time of application, method of measurement conformance (3J assembly tooling used, e.g., poor tool access, inef­ fective staging, nut socket fit, calibration (4J ability to access the joint to perform the assembly (eJ Specifica tions Conformance. D i d the following components meet the standard or specification they were designed to? (1J gasket (2J hardware (bolts or studs, nuts, washers; were washers through-hardened?) (3J flanges (4J lubricant (SJ support arrangements for external loads (weight, dynamic, or thermal) (6J piping thermal expansion restraint arrangement (bJ Operating Conditions of the Flange joint Assembly (1J external environmental conditions: unremark­ able, heavy rain, high wind, very cold temperature, etc. (2J normal operating temperature, pressure, service fluid, flow rate, and other loadings (3J upset temperatures, pressures, flow rate, and other loadings UJ Physical Condition, Inspection, and Maintenance of the Flange join t Assembly (See Form P-3-1J (1J previous inspection and maintenance records. 82 ASME PCC-1-2022 Form P-3-1 Sample Flange Joint Leak Report EQUIPMENT IDENTIFICATION _ _ Equip ment n o . : __ _ _ _ _ _ _ U n it no.: _ _ _ _ _ _ _ _ Date: ------- JOINT DESCRIPTION J o i nt l.D. no.: _____ F l a n ge size: ____ ISO or d rawing n o . : _ _ _ _ _ _ Fla nge p ress u re class: _____ _ _ _ F l a nge temperature: _ Gasket materi a l : _____ Gasket type: _____ _ _ Bolt temperature: ____ _ Describe the use of the j o i nt (e.g., " c h a n nel cover"): _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Describe bolt l u b ricant condition at time of leak: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ LEAK DESCRIPTION Leak type ( c h eck a l l that a p p ly): wisp __ __ T i m i n g of leak (check one): __ at hyd ro-test __ d rops __ __ streams at first sta rt-u p __ __ emissions at later start-ups __ at cool down after __m o n t h s o f operation Circle the best descriptive location and orientation of the joint: Piping Joints Top East Vertical East West North Bottom Mark the leak location: South Horizontal West Measure the gap between the flanges: Measure the flange offset at four locations: Record applied torque during tightening: Measure the torque it takes to move the nuts: 83 ASME PCC-1-2022 Form P-3-1 Sample Flange Joint Leak Report (Cont'd) After torquing, mark the nuts: 0 ; nuts d o not turn X ; n uts turn s l i g htly XX ; n uts turn XXX ; n uts turn very easily Lea kag e status after abatement actions: __ No c h a n g e C o m m e nt s : N a m e ( print): ------- 84 Reduced __ Stopped ASME PCC-1-2022 P-4.1.1 External Bending or Axial Force (2) physical changes such as to layout, pipe supports, and environmental factors. (3) physical disassembly observations: were there loose or near-loose bolts? If so, how many? What was the relationship of the loose bolts to the leak? What was the condition of the gasket? Were there signs of galling at the nut face or on the bolts? (4) location of joint: is it near the nozzle or other fixed points? Does it have the proper support? Are the thermal expansion restraints properly located? (SJ facing condition: corrosion, warping, weld spatter, leakage path, wire draw? (6) leakage onto the j oint from another source, creating corrosion or DTE (differential thermal expan­ sion) problems? (7) alterations to the flange: number and type (e.g., removal of nubbin, conversion of RTJ gasket to spiral­ wound on raised-face flange). (8) thickness of the flange : is the flange within minimum thickness requirements? (Check flange joint standard or relevant Code calculation.) (9) flange alignment measurements, current and previous. (1 0) support (or lack of) for external loadings (weight or thermal). (1 1) condition of insulation, ifany, ofbolts and flange and removable insulation pads (12) effective length for bolts: is it consistent for all bolts? (a) Review design documents and calculations for any specified additional forces and compare these with current operating circumstances. Consider the reactions of piping systems against nozzles and vessel joints. (b) Review against design documents the actual piping system layout, support, guides, and constraints for sources of unanticipated bending or axial forces. Consider the effect of unintended restraint of piping thermal expansion in terms of forces and bending moments. (c) Evaluate the effect of external loads on the joint. Reference [1] provides a methodology for the evaluation of external loadings on pressurized flange joints. Public computer programs exist that are fully capable of evalu­ ating external loadings on flange joints. (d) Consider all loads on the flange joint as covered in ASME BPVC, Section VIII, Division 1, Part UG, UG-22 to diminish the likelihood of leakage. P-4.1.2 Differential Thermal Expansion (DTE). The differential thermal expansion between the bolts and flanges is present in all joints operating at nonambient temperatures. Consider both axial and radial effects on flange components. Generally, when the coefficients of expansion of flanges and bolting are closely matched, properly assembled j oints with an operating fluid temperature less than 2 60°C (500°F) should withstand normal start-ups and shutdowns. P-4.1.3 Pressure Surge. If the flange joints are within a system subject to pressure surges, review the restraints and anchors to ensure they are capable of withstanding both DTE and surge loads. P-4 FLAN GE DESIGN AN D ACCEPTABLE PRACTICE CONSIDERATIONS The successful performance of a bolted joint assembly is contingent on many choices made prior to assembly. A well-assembled joint cannot function as intended if the design, specifi cation, or fabrication does not meet agreed-upon standards. It is crucial to understand the interactions, interdependencies, and interrelationships that are inherent in a bolted j oint assembly and the effect they have on the performance of the joint. Paragraphs P-4.1 through P-4.6 provide design and practice considerations to assist the troubleshooter in spotting potential problems associated with a particular j oint. The considerations apply to both standard and nonstandard fla nge j oints that h ave exp erienced chronic leakage. P-4.2 Joint Flexibility In general, joints assembled with strong, long bolts are more flexible than those assembled with short bolts, and two-flange joints are more flexible than single-flange joints. A more flexible joint will withstand more abuse, such as DTE loads. Stronger bolts also permit higher assembly loads if needed. P-4.2.1 Single-Flange Joints. Flange joints consisting of a single flange with bolts threaded into tapped holes are inherently less flexible and generally more troublesome than two-flange joints. The shorter effective stretching length of the bolts in a single-flange joint makes the j oint less tolerant of gasket thickness loss, relaxation, and DTE effects. A single-flange j oint is roughly twice as stiff as a two - flange j oint of the same size and rating and therefore will suffer roughly twice the bolt load loss for each 0.02-mm (0.001-in.) loss of gasket thick­ ness (post-assembly). P-4.l Loading Effects Often a flange joint is designed (or selected) for internal system pressure loadings only, whereas significant external forces, thermal loadings, and pressure surges may occur and affect the gasket load and joint tightness. 85 ASME PCC-1-2022 P-4.2.2 Increasing Bolt Flexibility. Consider using extension collars or longer bolts to increase effective bolt length, which will increase bolt flexibility [see para. 9(a) (2) for methods and calculations)] . (b) Experience has shown that the use o f a n inner ring can provide benefits for spiral-wound gaskets. For guidance on inner-ring usage, see ASME 8 16.20. (c) Conventional double-j acketed gasket designs, regardless offiller material, have proven to be problematic in joints subjected to differential radial movement of the flanges, such as in tubesheet joints on shell-and-tube heat exchangers. This is due to the destruction of the metal jacket or increased gasket stress relaxation due to the wear of the metal jacket. Both of these failure mechanisms are caused by the differential radial movement (radial shear) of the flange seating surfaces, thereby exacerbating the inherent poor sealability characteristics of the gasket. (d) Field application of graphite tape to conventional double-jacketed gaskets is not recommended and is not as effective as purchasing a gasket with graphite facings specified as part of the inherent gasket design. (e) Gaskets that incorporate flexible graphite facings into the des ign, such as the three-ply corrugated metal-style gasket with flexible graphite layer on each face of the gasket, have been found to provide improved elastic recovery characteristics and suitability for broad service applications. (fJ The bolting should be able to provide the required gasket seating stress for the selected gasket type per Nonmandatory Appendix 0. (g) Gasket width may be adjusted to optimize the seating stress for the available b olt load. The target gasket stress will depend on the gasket properties and is typically provided in the manufacturer's data. Many gasket types will also have a minimum or maximum rec­ ommended width, thickness, or both. P-4.2.3 Flange Rigidity. For best joint performance, the flange should meet the rigidity requirements of ASME BPVC, Section VIII, Division 1, Mandatory Appendix 2, 2 -14(a), unless successful experience indicates other­ wise. Consider adding split backing rings to increase rigidity for existing flanges and to limit excessive flange rotation. P-4.3 Bolting Material (a) If yielding of low-strength b olts is evident (or predictable by computation), consider using high- or intermediate-strength bolting to allow a greater target bolt prestress. See ASME 8 1 6.5, Table 1 8 for a list of high-, intermediate-, and low-strength bolting. CAUT I O N : Changing fro m low-strength bolts to high­ strength bolts can have a detrimental effect on flange stress. Low-strength bolts are commonly used in light gauge, composite, or low-ductility flanges. In these cases, consideration of higher bolt loads and the assembly proce­ d u r e s u s ed is prudent to avoid flange d a m a g e . See Nonmandatory Appendix 0 for guidance. (b) M atch coefficients of expansion of flange and bolting as closely as possible (see para. P-4.1.2). (c) If stainless steel bolting is required, consider using SA-453 Grade 660 since it has strength properties that allow a higher target bolt prestress than other stainless steel bolts. Similarly, strain-hardened SA-193 88 Cl. 2 bolts are usually preferable to SA- 193 88 Cl. 1 bolts due to their higher yield and ultimate tensile strength. P-4.5.2 Gasket Location and Contact Surface (a) Check that the gasket contact surface location is as close as practicable to the bolt circle to reduce flange rota­ tion effects at the seating surface. See Nonmandatory Appendix 0, section 0-4. (b) For most nonpiping applications, the gasket contact surface finish should range from 3.2 µm to 6.3 µm (125 µin. to 250 µin.). Follow ASME 8 16.5 for piping flange finishes. (c) Repair radial scratches deeper than the surface finish. See Nonmandatory Appendix D. (d) The use of nubbins is not a generally accepted good engineering practice regardless of gasket type. Remove nubbins if the differential radial movement of flanges occurs or is evidenced by inspection of facing surfaces. P-4.4 Bolt Spacing (a) Check minimum bolt spacing based on wrench­ clearance considerations to confirm accessibility. (b) Low gasket stress can result from excessive bolt spacing. For bolt-spacing information and calculations, see ASME B PVC, Section VIII, Division 1, Mandatory Appendix 2 . Where tightness-based gasket constants are used, see refs. [2] and [3] for additional information. P-4.5 Gaskets P-4.5.1 Gasket Selection (a) Gasket styles provided with a flexible graphite fac i n g l ayer on e a ch s i de, s u ch as s p iral - w o u n d, grooved-metal, and corrugated-metal gaskets, offer not only vastly improved resistance to radial shear but also enhanced sealability. Consider using these gaskets as replacements for gasket styles not having a flexible graphite facing layer. P-4.6 Flange-Type Selection P-4.6.1 Tapered- H ub-Type Flange. A tapered-hub­ type flange (see Figure P-4.6.1-1) (a) provides most favorable transition of stress through the tapered hub from the flange thickness to the shell thickness, a consideration favorable for services for which fatigue and brittle fracture avoidance are governing design requirements 86 ASME PCC-1-2022 Figure P-4.6.1-1 Tapered-Hub-Type Flange weld leakage and resultant hidden corrosion in the crevice between the flange inside diameter and the shell. (5) Avoid using slip-on-type flanges in hot hydrogen service. For carbon steel, this is usually defined as a hydrogen partial pressure exceeding 690 kPa ( 1 0 0 psia) with a corresponding coincident temperature exceeding 200°C ( 400°F). P-4.6.3 Lap Joint Flange (a) A lap joint flange (see Figure P-4.6.3-1) (1) allows the use of high-strength, carbon, or low­ alloy steel flange material in services where high-alloy pressure-boundary materials are required. (2) allows the use of closely matching coefficients of expansion of flange materials as described in (1) with high-strength bolting such as SA- 193 8 7, SA- 193 8 16, and S8-637 (Alloy N07718). (3) is a superior flange style when the joint will be subjected to rapid heat-up-cooldown temperature cycles. This is because lap joint flanges do not experience the discontinuity forces and m oments created during a thermal cycle in the tapered-hub-type flange, which result in an unwanted flange rotation cycle. Additionally, the lap joint flange is not in intimate contact with the service fluid and hence the heating-cooling rate of the flange assembly is retarded relative to service-fluid changes, thereby minimizing the unwanted temperature differentials between the flange and bolts. (4) is suitable for lethal service application provided the Category C j oint for lap j oint stub end meets the requirement of ASME 8 PVC, Section VI II, Division 1, Part UW, UW-2. (b) The following are industry-accepted good practices for use of lap joint flanges: (1) Require the finished lap ring thickness to be a minimum of 5 mm ( 311 6 in.) greater than the nominal wall thickness of the shell. (2) Require that the laps be machined front and back to provide parallel surfaces and surfaces normal to the axis of the shell after all fabrication is complete. Welding Neck (b) allows butt-welded attachment to the shell (Cate­ gory C location) (c) allows radiographic examination of the Category C butt joint (d) provides the most flange rigidity for a given flange thickness (e) is suitable for lethal service application P-4.6.2 Slip-On-Type Flanges (a) Slip-on-type flanges (see Figure P-4.6.2-1) shall not be used for lethal service application. See ASME 8 PVC, Section VIII, Division 1, Subsection 8. (b) Slip-on-type flanges are double fillet welded to the shell, thereby limiting the nondestructive examination to either magnetic particle examination or liquid penetrant examination. (c) The abrupt transition of stress from the flange (or flange hub) thickness to the shell via a fillet weld is not favorable to services for which fatigue and brittle fracture avoidance are governing design requirements. (d) The pocket formed by face welds in a companion j oint may create a liquid pool and unequal thermal stresses with resultant temporary leakage during the heat-up cycle. (e) The following are industry-accepted good practices for use of slip-on-type flanges: (1) Limit the use of slip-on-type flanges to systems with design temperatures not exceeding 343°C (6S0°F). (2) Avoid using carbon or low-alloy steel slip-on­ type flanges on solid high-alloy shells. If such flanges are used on solid high-alloy shells, the shell's design temperature should not exceed 232°C (450°F), unless justified by complete stress analysis and accepted by the user. (3) Provide a 3-mm (1/s-in.) diameter vent through the hub before welding both sides of the slip-on flange. (4) Avoid using slip-on-type flanges for services subject to moderate corrosion such as requiring a corro­ sion allowance in excess of 1.5 mm ( 1!1 6 in.). Consider face- Figure P-4.6.2-1 Slip-On-Type Flange Slip-On Welding 87 ASME PCC-1-2022 Figure P-4.6.3-1 Lap Joint Flange GENERAL NOTE: Provide a minimum o f four lugs on the shell for each lap joint flange to permit the joint to be pried apart for removing and replacing the gasket. The lugs for the lowermost flange in a joint for which the flange ring is in a horizontal plane will also support the flange when the joint is disassembled. NOTE: (1) Radial lap width is measured from the toe ofthe lap-to­ shell attachment weld to the outer edge of the lap ring. P-5 LEAKAGE PROBLEMS AN D POTENTIAL SOLUTIONS Tables P-5-1 through P-5-5 provide recommendations for diagnosing and resolving the following leak types: (a) a leak during pressure test (see Table P-5-1) (b) a leak during heat-up or initial operation (see Table P-5-2) (c) a leak corresponding to thermal or pressure upset (see Table P-5-3) (d) a leak after long-term operation (see Table P-5-4) (e) a leak during shutdown (see Table P-5-5) Lap Joint (3) Provide lap-type flange-to-shell clearance of 3 mm (1!8 in.) for nominal diameters up to and including 1 000 mm ( 40 in.). Larger nominal diameter flanges should allow 5 mm (3!1 6 in.) for flange-to-shell clearance. (4) Configure the gasket-lap-flange design so that the gasket load reaction on the lap (defined as G in ASME BPVC, Section Vlll, Division 1, Mandatory Appendix 2) is as close as practicable to being coincident with the reac­ tion of the flange against the back of the lap (taken as the midpoint of contact between the flange and lap). Recom­ mended radial lap widths are as follows: Outside Diameter of Nozzle, mm (in.) "' 457 (!Sl8) >457 to ,;; 9 14 (>8 to ,;; 3 6) P-6 REFERENCES [1] Koves, W. J., "Design for Leakage in Flanged Joints Under External Loads," ASME 2005 Pressure Vessels and Piping Conference, PVP2005-71 254, Denver, CO, July 17-21, 2005, DOI: 10.1115/PVP2005-7 1254 [2] Payne, J. R., "On the Operating Tightness of 8 1 6.5 Flanged Joints," ASM E 2008 Pressure Vessels and Piping Conference, PVP2008-61 561, Chicago, IL, July 27-31, 2008, DOI: 10.11 15/ PVP2008-61561 [3] Bickford, J. H., An In troduction to the Design a n d Beha­ vior of Bolted join ts, Chapter 19, CRC Press, United Kingdom, 1995 Radial Lap Width, mm (in.) [Note (1)] 25 (1.00) 38 (1.50) >914 to !Sl 523 (>36 to !S60) 45 (1.75) >1 523 (>60) so (2.00) 88 ASME PCC-1-2022 Table P-5-1 Leak During Pressure Test Telltale Signs Possible Causes Some loose or near-loose bolts and/or gap variation Improper assembly Gap variation, excessive torque for bolts mostly on one side Excessive misalignment Excessive torque is required for some (or all) Incorrect bolt-nut class, damaged threads, bolts, some loose or near-loose washers yielded or deformed bolts Potential Solutions Use improved assembly procedures and qualified assemblers. See section 10 and Nonmandatory Appendix A. Correct alignment to specification. See section 6 and Nonmandatory Appendix E. Replace all bolts/nuts to proper specification and class. See Nonmandatory Appendix N, para. N-3. Some bolts galled or galling under nuts (a) Replace all bolts. Consider different bolt or Gasket unevenly loaded (a) Consider the inner gauge ring. nut materials (e.g., avoid stainless nuts on stainless bolts or increase hardness difference between them to exceed 50 HBW). (b) Consider through-hardened washers. See Nonmandatory Appendix M. (c) Review lubricant selection and lubrication practices. See section 8. Gasket compressed unevenly around the Gasket shifted off flange face (not centered) (a) Reassemble joint with emphasis on gasket circumference or crimped between flange location. See section 7. facings (b) Use improved assembly procedures and qualified assemblers. See section 10 and Nonmandatory Appendix A. Spiral windings are buckled inward, or variation in gasket thickness is excessive around the gasket perimeter (b) Consider buckle-resistant gasket type. (c) Improve gap measurement technique. See para. 10(a)(2) (-d). (d) Increase bolt load in smaller increments and use more pattern (noncircular) passes initially. (e) Use improved assembly procedures and qualified assemblers. See section 10 and Nonmandatory Appendix A. Flange facing damaged from weld spatter, tool Damage not noted in previous inspection or (a) Remachine to specification. See Nonmandatory Appendix C. dings, etc., confirmed by inspection during assembly (b) Improve inspection procedures and techniques. See section 4. Damage not noted in previous inspection or (a) Remachine to specification. See Flange facing damaged from excessive corrosion by highly corrosive media, Nonmandatory Appendices C and D, and during assembly ASME PCC-2, Article 305. confirmed by inspection (b) Improve inspection procedures and techniques. See section 4. Damage not noted in previous inspection or (a) Remachine to specification. See Flange ring warped or bent out of plane, Nonmandatory Appendices C and D, and confirmed by accurate measurements during assembly ASME PCC-2, Article 305. (b) Improve inspection procedures and techniques. See section 4. 89 ASME PCC-1-2022 Table P-5-2 Leak During Heat-Up or Initial Operation Telltale Signs Possible Causes Potential Solutions Bolt load loss due to excessive initial gasket (a) Increase initial bolt load. See ASME BPVC, Section VIII, Division 1, Mandatory creep during heat-up Appendix 2. (b) Consider hot torque (if safe) during warm­ up. (c) Increase joint flexibility by increasing effective bolt length (see para. 9(b)(2)] by using bolt extension collars or conical spring washers that are clearly identified as such. (d) Use a gasket with reduced relaxation properties. Leakage stops once operation is steady state Loss of bolt load due to excessive transient (a) Increase assembly bolt load. differential component temperature (b) Increase gasket width. (c) Increase joint flexibility by increasing effective bolt length (see para. 9(b)(2)] by using bolt extension collars or conical spring washers that are clearly identified as such. (d) Perform thermal-structural analysis to evaluate transient flange and bolt deformations as means to discover further remedial actions. (e) Consider replacing flanges with lap-type flanges as a means to reduce flange-bolt differential expansion. Bolts are not tight on inspection Gap variation, some loose or near-loose bolts Improper assembly Excessive torque required for some (or all) Some bolts galled or galling under nuts bolts, some loose or near-loose washers, gap variation Spring hangers incorrect, support lift-off, incorrectly placed restraints Use improved assembly procedures and qualified assemblers. See section 10 and Nonmandatory Appendix A. (a) Replace all bolts. Consider different bolt or nut materials (e.g., avoid stainless nuts on stainless bolts or increase hardness difference between them to exceed 50 HBW). (b) Consider through-hardened washers. See Nonmandatory Appendix M. (c) Review lubricant selection and lubrication practices. See section 8. Improper pipe support or restraint causing an (a) Check support and restraint system against excessive bending moment design. (b) Analyze as-installed piping system thermal and weight response with emphasis on bending moment at flange joints. (c) Correct any deficiencies. Gasket compressed unevenly around the Gasket shifted off flange face (not centered) (a) Reassemble joint with emphasis on gasket circumference or crimped between flange location. See section 7. facings (b) Use improved assembly procedures and qualified assemblers. See section 10 and Nonmandatory Appendix A. (a) Consider the inner gauge ring. Spiral windings are buckled inward, or Gasket unevenly loaded variation in gasket thickness is excessive (b) Consider buckle-resistant gasket type. around the gasket perimeter (c) Improve gap measurement technique. See para. 10(a)(2) (-d). (d) Increase bolt load in smaller increments and use more pattern (noncircular) passes initially. (e) Use improved assembly procedures and qualified assemblers. See section 10 and Nonmandatory Appendix A. (a) Consider the inner gauge ring. Poor gasket selection or design Spiral windings are buckled (b) Use another, less soft gasket style. (c) Consider buckle-resistant gasket type. 90 ASME PCC-1-2022 Table P-5-3 Leak Corresponding to Thermal or Pressure Upset Telltale Signs Possible Causes Potential Solutions Leakage stops or reduces once operation returns to steady state Loss of bolt load due to process thermal (or (a) Increase gasket width. pressure) transients (b) Increase assembly bolt load. (c) Increase joint flexibility by increasing effective bolt length [see para. 9(b)(2)] by using bolt extension collars or conical spring washers that are clearly identified as such. (d) Consider operational changes that slow heat or cool rates or reduce thermal swings. (e) Consider replacing flanges with lap-type flanges. Leakage corresponds to external event and generally stops on return to steady state Sudden environmental changes (e.g., a rain deluge) (a) Increase assembly bolt load. (b) Consider external shielding. Table P-5-4 Leak After Long-Term Operation Telltale Signs Possible Causes Potential Solutions Gasket structure no longer flexible or compliant, or filler missing Spring hangers incorrect, support lift-off, incorrectly placed restraints Gasket chemical degradation (chemical decomposition, oxidation, etc.) Change gasket type. Improper pipe support or restraint Bolts are not tight on inspection (a) Check the support and restraint system against design. (b) Analyze as-installed piping system thermal and weight response with emphasis on bending moment at flange joints. (c) Correct any deficiencies. Bolt load loss due to long-term gasket creep (a) Increase initial bolt load. See ASME BPVC, Section VIII, Division 1, Mandatory Appendix 2. (b) Consider hot torque (if safe) during warmup. (c) Increase joint flexibility by increasing effective bolt length [see para. 9(b)(2)] considering bolt extension collars or conical spring washers that are clearly identified as such. (d) Use a gasket with reduced relaxation properties. Bolts are not tight on inspection, obvious gasket deterioration, gasket structure no longer sound Physical gasket degradation, gasket unsuitable Replace gasket with a type suitable for for operating temperature operating conditions. Gasket structure is no longer sound (double Gasket physical degradation due to flange jacket broken or windings buckled), marks differential radial movement on gasket surface corresponding to radial flange face movement GENERAL NOTE: Long-term operation = 1 or more months of operation. 91 (a) Remove all flange face nubbins. (b) Replace gasket with a type capable of taking radial shear and greater abrasion such as spiral-wound, soft-faced metal core with facing layers, or flexible graphite reinforced with a metal interlayer insert. See Nonmandatory Appendix C. ASME PCC-1-2022 Table P-5-5 Leak During Shutdown Telltale Signs Possible Causes Potential Solutions Bolts are not tight on inspection Bolt load loss due to long-term gasket creep (a) Increase initial bolt load. (b) Consider start-up retorque (if safe). together with differential component cooling (c) Consider different gasket types more suitable for operating conditions. Bolts are not tight on inspection, obvious gasket deterioration, gasket structure no longer sound Physical gasket degradation, gasket unsuitable Replace gasket with a type suitable for for operating temperature operating conditions. Physical gasket degradation and loss of bolt (a) Remove any flange face nubbins. Bolts are not tight on inspection, obvious load due to flange differential radial gasket deterioration, gasket structure no (b) Replace gasket with a type capable of longer sound (double jacket broken or movement taking radial shear such as the first three types listed in Nonmandatory Appendix C. windings buckled), marks on gasket surface corresponding to radial flange face movement 92 ASME PCC-1-2022 NONMANDATORY APPENDIX Q CONSIDERATIONS FOR THE USE OF POWERED EQUIPMENT Q-1 GEN ERAL G U I DANCE Q-2.2 Benefits This Appendix is intended to provide relevant back­ ground to additional considerations that can be required when assembling pressure boundary bolted joints using powered equipment. Powered equipment can include hydraulic, electric, or pneumatic bolt-tightening tools. Specific instructions regarding the use of powered equip­ ment and safety considerations regarding the use of powered equipment are not covered in this Appendix. Guidance on the safe use and operation of powered equip­ ment is generally provided by the equipment manufac­ turer. Only commonly used assembly equipment is addressed in this Appendix. Other specialized or custom equipment may be available that could offer benefits or disadvantages over the listed equipment. Such equipment is outside the scope of this Appendix. In all cases for p owered equipment, due to small constant sources of applied load error, the accuracy of the obtained load decreases with low applied bolt stress. This is one of the reasons for the minimum required bolt stress, Sbmi n• in Nonmandatory Appendix 0. The Nonmandatory Appendix 0 limit should be adhered to; otherwise the obtained bolt load can be significantly inac­ curate (e.g., only half of that intended). In addition, for powered torque control, the obtained torque accuracy is reduced at the upper and lower extremes of the tool's capable torque range. In addition, tool wear is much higher at the maximum torque levels. Therefore, these tools should normally be used within their optimal accuracy range of 2 0 % to 80% of the total torque range. Pneumatic and electric torque wrenches are typically much faster to use than hydraulic torque assembly. Q-2.3 Disadvantages Pneumatic and electric torque wrenches rely on a gear system (torque multiplier system) and are therefore inherently more likely to become inaccurate or out-of-cali­ bration than hydraulic torque wrenches. The torque accu­ racy and speed of use m ay also be affected by the avai l a b ility of s uitable a i r s u pply (pressure and volume) in the case of pneumatic torque wrenches. Simi­ larly, battery power can affect the torque accuracy and speed of use for battery-powered tools. Q-2.4 Accuracy and Use Considerations Pneumatic and electric torque wrenches should be cali­ brated or verified to achieve the correct torque more frequently than hydraulic torque wrenches. Alternatively, they may be checked on the same frequency if the final passes of the tightening procedure are completed using a hydraulic torque wrench. This has the advantage of using the faster method during the first passes when there is significant nut movement and the m o r e a c c urate method during the final passes, where the nut movement is minimal. To be used accurately, it is necessary to release and not re-pull the trigger on some torque wrenches; once they first stall, pulling the trigger can result in the addi­ tional load being applied beyond the target load. Q-2.5 Assembly Procedure Considerations Pneumatic and electric torque wrenches are used in the same manner as manual torque wrenches. Similar to manual methods, torque should be applied to the bolts in the required pattern until nuts no longer turn, so as to ensure that the required bolt load is obtained. Q-2 PNEUMATIC AND ELECTRIC TORQUE WRENCHES Q-2.1 Description Pneumatic and electric torque wrenches consist of an air or electric motor connected to an assembly socket through a reducing gear system. The gears allow both reduction in speed and the multiplication of the motor torque (torque advantage). Air impact guns are not included in this group of tools, since there is no accurate control of the applied torque. Q-3 HYDRAU LIC TORQU E WRENCHES Q-3.1 Description Hydraulic torque wrenches use a small hydraulic cyl­ inder to apply a torque to the tool via either a socket or a cassette (link). There are two common types of torque wrenches: square drive and low profile. Square drive 93 ASME PCC-1-2022 wrenches offer the ability to cover a larger range of bolt diameters by replacing a standard impact socket (similar to a manual torque wrench). Low profile wrenches require less clearance around the nut and are easier to use in most cases (due to the inherent alignment of the points of appli­ cation of torque and reaction of torque). In addition, low profile wrenches can be used with more stud protrusion than the socket that is used with a square drive wrench. cation. The torque applied by the wrench is determined by the hydraulic pressure applied by the pump. The pump pressure required is usually read from a table of pressure versus obtained torque for the particular wrench speci­ fication being used (required pressure is determined from wrench geometry) . Similar to manual methods, torque should be applied to the bolts in the required pattern until nuts no longer turn, so as to ensure that the required bolt load is obtained. Q-3.2 Benefits Q-4 HYDRAULIC TENSION ERS Hydraulic torque wrenches are relatively easily applied (i.e., they are similar to manual torque wrenches in appli­ cation) and are capable of applying a wide range of torque levels. Hydraulic torque wrenches are more effective for the break-out of l arge diameter bolts (i.e., they can generate higher torque levels). Q-4.1 Description A hydraulic tensioner is a small hollow hydraulic cyl­ inder that threads onto the end of the bolt. Bolt load is applied to the bolt via hydraulic pressure in the cylinder. Once the desired bolt load is obtained, the nut on the bolt being tightened is spun down into contact with the flange and the tensioner pressure is released, causing the bolt load to transfer to the nut. A portion of the originally applied tensioner load is lost during the load transfer onto the nut. This is called the nut load loss factor (NLLF). If less than 100% tensioner coverage is being used, there is additional loss of load when the second and any subsequent sets of bolts are tightened. This loss is due to additional j oint component deflection (flange deformation and gasket compression) and results in load reduction on the previously tightened set of bolts. This load loss is called the bolt load loss factor (BLLF). In both cases, the amount of load lost is proportional to the joint component stiffness. To compensate for these load losses, the applied tensioner pressure is increased for each pass. With 100% tensioner coverage, only the NLLF is compensated for, which typically requires an increase in applied load in the range of 105% to 150% of the desired final bolt target load. If the increased tension load to compensate for the NLLF cannot be obtained (due to tensioner load capacity limits or joint component yield limitations), then either a lower target bolt load needs to be accepted or an alter­ native means of tightening should be used. If less than 100% tensioner coverage is used, the load applied in the initial passes is increased to compensate for both the NLLF and the BLLF, in order to reduce the amount of time required to assemble the joint. This increase in applied load is typically in the range of 1 10% to 150% of the desired final bolt target load. In some cases, it may not be possible to obtain the required load (due to insufficient tensioner load capacity or joint component yield limitations). In those cases, the solution is to perform additional tightening passes (noting that many more passes may be required if the load is not close to that required). The higher increased hydraulic pressure to compensate for the NLLF and BLLF (for <100% tensioner coverage) is typically termed "pressure A." The lower increased Q-3.3 Disadvantages Hydraulic torque wrenches are comparable to other forms of torque application. Within the range of joints that would be assembled by torquing versus tensioning with 50% or greater tensioner coverage, the assembly time for hydraulic torque wrenches is generally longer, and the bolt load variation is wider (due to inherent varia­ tion in nut factor of 20% or more, even with good control). However, the assembly time and bolt load variation for hydraulic torque wrenches are within acceptable ranges for general use. Q-3.4 Accuracy and Use Considerations Hydraulic torque wrenches are typically used at torque levels over 680 N · m (500 ft-lb), as the use of manual torque wrenches becomes difficult in some applications above that level. Below 680 N·m (500 ft-lb) torque, manual torque wrenches are faster and simpler to employ. Hydraulic torque wrench components are subj ect to wear and deformation. Thus, the internal components require adequate lubrication to minimize load loss due to tool friction. It is therefore necessary to periodically calibrate or verify the achieved torque at an interval appropriate for the frequency of use. If the wrench is found to be out of calibration, even after overhaul, the custom pressure-torque chart shall be used to ensure the target torque is obtained. The pressure gauge on the hydraulic pump shall also be calibrated periodically. N O T E : There is not currently a standard for calibration frequency of powered torque wrenches. For purposes of infor­ mation, the calibration frequency for manual torque wrenches is 12 months per ISO 6 789. Q-3.5 Assembly Procedure Considerations Hydraulic torque wrenches are used in the same manner as manual torque wrenches for joint assembly. Tool clearance and torque capacity shall be considered when selecting the correct wrench for the required appli94 ASME PCC-1-2022 hydraulic pressure to compensate for the NLLF is typically termed "pressure B." For example, in 50% tensioner coverage, pressure A is applied to the first set of bolts and then pressure B is applied to the second set. Pressure B is then used to check that the required load has been obtained (break-out test). surface and will reduce the amount of NLLF by up to 5%. In general, to aid uniformity of assembly and disas­ sembly, both ends of stud bolts should be lubricated prior to assembly. Q-4.5 Assembly Procedure Considerations Availability of tensioning equipment for bolts less than M27 (11/s in.) can be problematic, meaning that in general only bolts greater than M24 (1 in.) are tensioned. In addi­ tion, the availability of sufficient tensioning equipment and qualified operators may make it impractical to use hydraulic tensioning as the default assembly method. In all cases, the bolt shall extend a minimum of one diameter above the nut to allow safe engagement of the tensioner head. (a) A general outline of the required procedure for 100% tensioner coverage follows: (1) Pass l a : In accordance with manufacturer instructions, fit tensioners to all b olts per Figure Q-4.5-1. Follow equipment safety instructions, including ensuring all tensioners are fully threaded onto the bolts prior to applying any pressure, in order to prevent injury. Ensure that each tensioner sits completely flat on the flange; if there is any gap or if the tensioner face is not parallel with the flange, this shall be fixed prior to proceeding to tension or full load will not be achieved. T e n s i o n the b o lts to 7 0 % of a s s e mbly l o a d a n d measure flange gaps i n accordance with Nonmandatory Appendix J, para. J-2. (2) Pass lb: Tension the bolts to 105% to 150% of assembly load, with a pressure multiplier equal to :J;NLLF, as determined per the tables for standard flanges and the gasket being used or as determined by calculation (see ref. [1 ]). The required hydraulic pressure to obtain the target bolt load is determined using either the manufac­ turer's load versus the applied pressure table or the following calculation: Q-4.2 Benefits Hydraulic tensioning can be very quick and accurate when applied correctly [generally for studs M50 (2 in.) and larger] . It also tends to improve stud life (less risk in bolt reuse) due to lack of torsion and thread galling (since the nut is wound down in the unloaded condition). B o l t r e p l a c e m ent s h o u l d s t i l l be e v a l u a t e d p e r N onmandatory Appendix N . Additionally, hydraulic t e n s i o n i n g a p p l i e s the l o a d s i multa n e o u s ly i n a uniform manner around the j o i nt, which results in more even gasket compression and less elastic interaction, thus reducing the likelihood of gasket damage during assembly. Q-4.3 Disadvantages Hydraulic tensioning relies on the accurate estimation or calculation of the NLLF and BLLF. If these loss factor values are not determined with a reasonable level of accu­ racy, then the method may be less accurate than torque control. This is p articularly the case with short b olts (generally considered where the length to nominal diameter ratios are less than 5) on a stiff flange. In addi­ tion, the required load may exceed joint component limits. The use of bolt tensioners requires that the threaded portion of the bolt extend at least one bolt diameter beyond the outside nut face on the tensioner side of the joint. Q-4.4 Accuracy and Use Considerations The load loss factors should be accurately determined (example guidance may be found in ref. [1]) or the final obtained bolt load verified for at least a couple of bolts from each pass using elongation measurement (ultraso­ nics, bolts with in-built load measurement, or extens­ ometer tools), with the applied load adjusted to ensure the desired final load is obtained (typically, the measured bolt load can be achieved within ±5% of the target load). The method is more accurate (and much quicker to perform) if a higher percentage of tensioner coverage is employed. It should be ensured that the tensioner bridge sits flat on the back of the flange. If it rides up on the hub radius, or similar, then the tensioner will not be aligned with the bolt during the application of pres­ sure, resulting in a significant (10% to 30%) loss of applied bolt load. The tensioning procedure should include repe­ tition of the tensioner pressure and tightening of the nut prior to the removal of the tensioners from the bolt. This helps to preload the threads and nut-to-flange seating target bolt stress X bolt area required hydraulic pressure = --. ­ tens10ner pressure area Note that the bolt area used should be the same as that used for calculation of the target bolt stress, i.e., either root area or tensile area per Nonmandatory Appendix H). For 100% tensioner coverage, use the pressure B factor if both pressure A and pressure B are listed. Remeasure the flange gaps for conformance to Nonmandatory Appendix J, para. J-2. To minimize relaxation, cycle the tensioner pressure from zero to full load several times, tightening the nut during each cycle until the additional nut movement is minimal ( < 1/1 6 of a flat) prior to removing the tensioners (b) A general outline ofthe required procedure for 50% tensioner coverage follows: (1) Pass l a : In accordance with manufacturer instructions, fit tensioners to bolts per Figure Q-4.5-2. Follow equipment safety instructions, including ensuring 95 ASME PCC-1-2022 Figure Q-4.5-1 24-Bolt, 24-Tool Example @ @ @ @ @ ® @ @ � � @ Pass 1 a - 70% of asse m b l y load s i m u lta neously on a l l bolts, take g a p measu rements. Pass 1 b onward - 1 05% of asse m b l y load s i m u lta neously on all bolts, take g a p measu rements. Repeat without gap measu rement u ntil n o movement occ u rs d u ring tighte n i n g of the n ut. @0 (.:;\ 0 Q@ @ 0 0 0 all tensioners are fully threaded onto the bolts prior to applying any pressure, in order to prevent inj ury. Ensure that each tensioner sits completely flat on the flange; if there is any gap or if the tensioner face is not parallel with the flange, this shall be fixed prior to proceeding to tension or full load will not be achieved. (2) Pass lb: Tension the bolts to 1 10% to 200% of assembly load (pressure A), with pressure multiplier equal to [ ( 1 + 8 LLF}'N LLF], as determined per the tables for standard flanges and the gasket being used or as determined by calculation (see ref. [1]). The required hydraulic pressure to obtain the target bolt load is deter­ mined using either the manufacturer's load versus the applied pressure table or the following calculation: minimum to full load several times, tightening the nut during each cycle until the additional nut movement is minimal prior to removing the tensioners. (4) Pass 2 onward: Place at least four tensioners onto the first set of bolts. Stroke the tensioners to 1 00% of assembly load (pressure 8). If the nuts turn by hand, then all of the first set of bolts shall be retensioned to 1 0 5 % to 1 5 0% of the assemb ly load (pressure 8 ) . Repeat this check o n the next set o f bolts until the nut movement is less than the specified limit. (c) Procedures for less than 50% coverage are similar to the 50% coverage procedure, with the addition of many more passes and check passes. Q-5 ESSENTIAL ELEMENTS OF TORQUE TOOL PERFORMANCE target bolt stress X bolt area required hydraulic pressure = --. ­ tens10ner pressure area Q-5.1 Torque Calibration Note that the bolt area used should be the same as that used for calculation ofthe target bolt stress, i.e., either root area or tensile area per Nonmandatory Appendix H). Use pressure A for this pass. Measure the flange gaps for conformance to Nonmandatory Appendix J, para. J-2 . To minimize relaxation, cycle the tensioner pressure from zero to full load several times, tightening the nut during each cycle until the additional nut movement is minimal (<1/1 6 of a flat) prior to removing the tensioners. (3) Pass l e onward: Tension the second set of bolts to 105% to 150% of assembly load (pressure 8 factor), as determined per the tables for standard flanges and the gasket being used or as determined by calculation (see ref. [1]). Remeasure the flange gaps. To minimize relaxa­ tion, it is advisable to cycle the tensioner pressure from (a) Calibration Procedure. The calibration procedure requires direct measurement and mapping of a serial­ numbered tool's torque o utput on a p redetermined bolted joint with a certified torque transducer. (b) Calibration Frequency. ISO 6789-2 specifies an annual calibration requirement for manual torque wrenches, and it is good practice to also follow this annual frequency requirement, at a minimum, for powered-equipment calibration. 96 (22) ASME PCC-1-2022 Figure Q-4.5-2 24-Bolt, 50% (12-Tool) Example Q@ � @/ @ @7 @f Pass 1 a - 70% of asse mbly load s i m u lta neously o n every second bolt, measure g a ps. Pass 1 b onward - 1 1 0% to 200% of asse mbly load simu lta neously on the same bolts, measure g a ps. · - · - · - · - · - · - · - · - · - - · - · - · - · - · - · - ,0 @t L_0 @_\ @ 0 ®� � @ Q (.:;'\ @@ & Pass 1c onward - 1 05% to 1 50% of asse mbly load simu lta neously on the second bolts, measu re g a ps. Pass 2 onward - 1 00% of assembly load on the next set of bolts, retension a n d recheck next set of bolts if s i g n ificant n ut movement occurs. 0 (b) Verification Frequency. Verification can be imple­ mented in a very wide range of time intervals, and veri­ fi c a t i o n s h a l l be p e rfo r m e d b a s e d on the u s e r' s requirements, between calibration intervals. Analysis of verification records will identify changes over time and is a powerful method of identifying tools that have been misused and abused. (c) Results of Verification. Tools that pass a verification test are likely within specification, although this is not guaranteed. H owever, a successful verification test provides confidence that the tool is still performing as intended and may justify an extension of the recalibration date. A verification program can be a very effective tool in isolating and preventing issues related to tool perfor­ mance and can supplement the need for more frequent recalibration of equipment. If a tool fails a verification test it shall be clearly marked as out of calibration and taken out of service and shall be repaired, and recalibrated. Q-5.2 Tool Verification (a) Methods of Verification. Verification should not be mistaken for calibration as it is a function test and confir­ mation of performance that can be performed through two main methods. (1) Torque Verification. Torque verification is a spot check done at a point, or potentially a series of points along the calibration curve on either a proven calibration stand or verification device. It is used to quickly verify that outside factors haven't contributed to the degradation of tool performance by comparing the results of the veri­ fication test with the original calibration result. This check should be within the rated accuracy ofthe torque wrench if performed on the original calibration equipment. I f checked with a secondary appropriate measurement system, this test should be within ± 1 0% to eliminate the gross outliers. The verification process must be as representative as possible of the actual application in both sequence and scale. (2) Load Verification. Load verification measures the actual clamping force generated in the fastener after the application of torque is complete. This verification can be done in the field, directly on a 8 1 6 pressure boundary bolted flange for example. The load in the bolt can be measured several different ways including but not limited to ultrasonic elongation, use of a load cell, or load indi cating studs. With proper l ubrication and good hardware the tools should create bolt loads within ±20% of the target value. The verifi cation process must be as representative as possible of the actual application in both sequence and scale. Q-5.3 Documentation Documentation of the calibration and verification should include the following: (a) model name and the specific serial number of the tool being tested (b) input variables (hydraulic or air pressure, voltage, machine setting, etc.) being measured against the torque output (c) all sample points tested (d) date and location of the testing, and the name and employer of the individual conducting the testing (e) serial number and uncertainty of the certified measure­ ment system 97 ASME PCC-1-2022 Q-6 REFERENCE [1] Brown, W.,"HydraulicTensionerAssembly: Load Loss Fa ctorsand TargetStress Limits,"ASM E 2014 PressureVesse lsandPipingConference,PVP2014-28685,Anaheim,CA,J uly 20-24, 20 14, DOI: 10.11 15/PVP2014-28685 98 ASME PCC-1-2022 NONMANDATORV APPENDIX R ASSEMBLV RECORDS MANAGEMENT R-1 PU RPOSES OF JOINT ASSEMBLY RECORDS R-2.2 Content and Types of Joint Assembly Records Joint assembly records serve the following three purposes: (a) Quality Control. Joint assembly records document the name and actions of each individual responsible for a particular portion of the joint assembly process. Maintaining a record of the individual's identity and actions increases the accountability of the individual. (b) join t History. Joint assembly records document past j oint assembly parameters, observations made during joint assembly, and lessons learned. This information is useful if the joint leaks during operation or an assembler needs guidance during future assembly of the joint. (c) Assembly Practices. Joint assembly records docu­ ment all joint-specific practices or any deviations from, changes to, or comments or observations about the site assembly procedure. The user can use the gathered data to update the assembly procedure before the next joint maintenance activity. Users should decide the level of detail to record in the assembly records based on their own needs and resources. Due to the large number of pressure-boundary bolted joints assembled during construction and maintenance activities, it may not be practical to maintain a record of all j oint assembly parameters. To this end, the user may conduct a j oint criticality analysis using standard risk-based methods to assess both the likelihood and consequence of failure for any given joint. After determining a joint's risk level, the user should decide the extent of record keeping for that j oint and the retention period for the record. Based on the j oint's risk level, the user typically follows one of the following two paths: (a) For joints deemed high risk, the assembler typically completes a long assembly record such as shown in Figure R-2 . 2 - 1, and the user archives the form until the next assembly. (b) For lower-risk j oints, the assembler typically c o m p l e t e s t h e s h o rt e r r e c o r d typ e s s h o w n i n Figures R-2.2-2 through R-2.2-4. Joints of all risk levels may use a multi part tear-off tag as shown in Figure R-2.2-4. The short and medium-length records and multipart tear-off tags are typically discarded after start-up. These documents facilitate quality control of j oint assembly [see para. R-l (a)] but do not capture joint ass embly p a rameters or o b s e rvati o n s [ s e e p a r a . R -l (b)] and therefore have limited long-term use. R-2 MAI NTENANCE OF JOINT ASSEMBLY RECORDS R-2.1 U nique Identification of Each Joint The first step in maintaining joint assembly records is to identify each joint uniquely. Each j oint should have a unique identifier associated with a marking or tag system. The unique identification of each joint serves the following three purposes: (a) Iden tification. The unique identifier enables an assembler to identify the correct joint before beginning any joint maintenance activity. (b) Storage. The unique identifier enables the storage of assembly records. (c) Hazard Mitigation. The unique identifier minimizes the potential hazards associated with the disassembly, assembly, and tightening of the wrong joint. NOTE: Avoid the tendency to provide or request too much infor­ mation on the joint assembly record. The joint assembly record should not be considered a substitute for written assembly procedures or assembler qualification. 99 (22) ASME PCC-1-2022 Figure R-2.2-1 Example Long Assembly Record Joint Identification: Plant n a m e: _______ E q u ip m ent/Dwg. no.: _ _ _ _ _ _ _ _ _ _ J o i nt descriptio n/n u m ber: ------ Joint Description: Diameter: ______ Pressure rati n g : _ Gasket type and materials:_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Gasket size ( 0 . D . , l . D., and th ickness):_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Bolt/nut specificatio n : ______ Bolt size: ------ Bolt length: _ _ _ Washer descriptio n : _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Assembly Description: Disassembly proced u re req u i red? Yes I No Keep failed gasket? Yes I N o Assem b l y method to be u s e d :_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Ta rget assembly bolt stress: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Torque or tension setting req u i red: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Assembly retorq u e req u i red? Yes I N o Retorq u e torq u e v a l u e : _ Lubricant to be used: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Other special i n structions: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Tool Identification: List tool a n d p u m p ( if appl ica ble) u n i q u e cali bration identifiers: Joint Assembly Sign-Off: (1) Joint Assembly Parameter Records: Disassembled fl a n g e i ns pected N u t/was h e r bearing su rface condition: _____ Gasket i n spected pre-insta l l F l a n g e fi nish a n d flatness: _ _ _ _ _ _ _ _ _ _ (3) Bolt pre-insta l l (free-ru n n i n g ) Max. rad i a l defect: ___ Defect depth: _ _ _ _ (4) J o i nt a l i g n ment (2) By· By: (5) S i g n :---- Sign: J o i nt a l i g n m e nt: _ Max. axia l gap: _ _ _ _ _ _ _ _ _ _ _ _ _ Bolts l u bricated By: Sign: (6) J o i nt snug tightened (7) J o i nt 1 00% asse m b l e d By: By: (8) J o i nt leak tested (9) Final QC sign-off By: Max. run-out: ----- Max. warp: _____ _ _ _ _ _ _ _ _ _ _ Max. a l i g n m ent load: _ Sign: J o i nt in-process a l ig n ment: _ _ _ _ _ _ _ _ Max. gap d ifference @ s n u g :_ Sign: _ _ _ _ _ _ _ _ Max. gap d ifference @ tight:_ _ F i n a l p u m p pressure used: ________ Sign: J o i nt leak test: _ S i g n : ____ Date: __ _ Test pressure ______ Leak: Yes I N o Action taken i f l e a ked: ------- Notes/Problems: Return completed record to _______________ (Name) 100 ASME PCC-1-2022 Figure R-2.2-2 Example Short Assembly Record 0 Date of insta l l ation: __________ Gasket description: __________ F i n a l to rque used: __________ J o i nt assembled By: ______ S i g n : ______ J o i nt inspected By: _______ S i g n : ______ Notes/Problems: Return completed record to______ (Name) 101 ASME PCC-1-2022 Figure R-2.2-3 Example Medium-Length Assembly Record FRONT Joint Identification: BACK 0 0 Joint Assembly Sig n-Off: Plant n a m e : ____________ (1) Disassembled flange i nspected E q u i pment/Dwg. no.: ________ (2) Gasket i nspected pre-instal lation Joint description no.:.________ (3) Bolt pre-insta l l (free-ru n n i n g ) (4) J o i nt a l igned (5) Bolts l u b ricated (6) J o i nt s n u g tightened (7) J o i nt 1 00% asse m b l ed (8) J o i nt leak tested ( p ressure = _____ (9) F i n a l QC sign-off By: Joint Description: D i a m eter: ____________ By: Pressure rati n g : __________ G asket type/s ize: __________ S i g n : ______ S i g n : ______ By:____ S i g n : _______ Bolt/nut specification: ________ Bolt size a n d length: ________ By: Was h e r description: _________ Assembly Parameters: By: Assem bly method: _________ Assembly bolt stress: ________ By: L u b rica nt used: __________ Assembly to rque: _________ S i g n : ______ S i g n : ______ S i g n : ______ S i g n : ______ Date : ____ P u m p pressure: __________ Notes/Problems: Tool Identification: List tool c a l i b ration identifiers: Return completed record to _______ / (Name) 102 Figure R-2.2-4 Example Multipart Tear-Off Tag Front NO: (c3 o� !:; M � �� ...... 0 w NO: FLANGE CHECKLIST Unique sequential numbering FLANGE TIGHTENED Reverse side of this tag to be filed [No: ] [NO: FLANGE ASSEMBLED J FLANGE BROKEN out after completion of operation Date Piping Class -----Woll< Order I Pack _ _ _ _ _ _ _ _ _ _ _ _ _ _ RETURN TO Special Requirements? Y/N _ _ _ _ _ (see over if Y) [ RETURN TO l[ l RETURN TO > "' :s: t"rl Method used: ([>Mte • �I Torqued "C ..., <;"> Back Tensioned Lubricant Used: Torqued/Tensioned to: J<Mnt Tightening Checked by: Name: _ _ _ _ _ _ _ S�ned: _ � _ _ _ _ _ Flange Broken Removal of Blue tag Indicates joint has been broken or disturbed. Joint should NOT be regarded as being pressure retaining or be returned to service. Flange Assembled Removal of red tag indicates joint is in good condition, has been re·assembled by a competent person but has NOT been tensioned fully. Joint should NOT be regarded as being pressure retaining or be returned to service. Flange Tightened Removal of yellow tag indicates joint is in good condition, has been appropriately tensioned by a competent person but has NOT been tested. Joint should NOT be regarded as being pressure retaining or be returned to service. Date: _ _ _ _ _ _ _ _ Notes: GENERAL NOTE: Multipart tag courtesy of Regal Tag Global, Ltd., Little Barford, United Kingdom. Flange Tested Removal of green tag indicates joint has undergone satisfactory pressure or witnessed service test. Joint can be returned to service and monitored. ..... I N 0 N N ""-.._ --. �i (� . ' I S B N 978-0-791 8-7538-4 9 78079 1 875384 Il l l l1 1 11 11 1 11 1 11 1 11 1 1 1 A 1 5 0 2 2