API STD 20J-2017 Qualification of Distributors of Metallic Materials for Use in the Petroleum and Natural Gas Industries (FIRST EDITION).pdf

1、Qualification of Distributors of Metallic Materials for Use in the Petroleum and Natural Gas IndustriesAPI STANDARD 20JFIRST EDITION, MAY 2017Special NotesAPI publications necessarily address problems of a general nature. With respect to particular circumstances, local,state, and federal laws and re

2、gulations should be reviewed.Neither API nor any of APIs employees, subcontractors, consultants, committees, or other assignees make anywarranty or representation, either express or implied, with respect to the accuracy, completeness, or usefulness of theinformation contained herein, or assume any l

3、iability or responsibility for any use, or the results of such use, of anyinformation or process disclosed in this publication, or represent that its use would not infringe upon privately ownedrights.Classified areas may not vary depending on the location, conditions, equipment, and substances invol

4、ved in anygiven situation. Users of this standard should consult with the appropriate authorities having jurisdiction.API publications may be used by anyone desiring to do so. Every effort has been made by the Institute to assure theaccuracy and reliability of the data contained in them; however, th

5、e Institute makes no representation, warranty, orguarantee in connection with this publication and hereby expressly disclaims any liability or responsibility for loss ordamage resulting from its use or for the violation of any authorities having jurisdiction with which this publication mayconflict.A

6、PI publications are published to facilitate the broad availability of proven, sound engineering and operatingpractices. These publications are not intended to obviate the need for applying sound engineering judgmentregarding when and where these publications should be utilized. The formulation and p

7、ublication of API publicationsis not intended in any way to inhibit anyone from using any other practices.Any manufacturer marking equipment or materials in conformance with the marking requirements of an API standardis solely responsible for complying with all the applicable requirements of that st

8、andard. API does not represent,warrant, or guarantee that such products do in fact conform to the applicable API standard.Users of this standard should not rely exclusively on the information contained in this document.Sound business, scientific, engineering, and safety judgment should be used in em

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10、Publisher, API Publishing Services, 1220 L Street, NW, Washington, DC 20005.Copyright 2017 American Petroleum InstituteForewordNothing contained in any API publication is to be construed as granting any right, by implication or otherwise, for themanufacture, sale, or use of any method, apparatus, or

11、 product covered by letters patent. Neither should anythingcontained in the publication be construed as insuring anyone against liability for infringement of letters patent.Shall: As used in a standard, “shall” denotes a minimum requirement in order to conform to the specification.Should: As used in

12、 a standard, “should” denotes a recommendation or that which is advised but not required in orderto conform to the specification.This document was produced under API standardization procedures that ensure appropriate notification andparticipation in the developmental process and is designated as an

13、API standard. Questions concerning theinterpretation of the content of this publication or comments and questions concerning the procedures under whichthis publication was developed should be directed in writing to the Director of Standards, American PetroleumInstitute, 1220 L Street, NW, Washington

14、, DC 20005. Requests for permission to reproduce or translate all or any partof the material published herein should also be addressed to the director.Generally, API standards are reviewed and revised, reaffirmed, or withdrawn at least every five years. A one-timeextension of up to two years may be

15、added to this review cycle. Status of the publication can be ascertained from theAPI Standards Department, telephone (202) 682-8000. A catalog of API publications and materials is publishedannually by API, 1220 L Street, NW, Washington, DC 20005.Suggested revisions are invited and should be submitte

16、d to the Standards Department, API, 1220 L Street, NW,Washington, DC 20005, standardsapi.org.iiiContentsPage1 Scope . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.1 Purpose . . . .

17、 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.2 Applicability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

18、. . . . . . . . . . . . . 11.3 Distributor Qualification Level (DQL) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Normative References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

19、 . . . . . . . . . . . . . . . . . . . . 13 Terms, Definitions, and Abbreviations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13.1 Terms and Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

20、. . . . . . . . . . . . . . . . . . . . . . . . . . . . 13.2 Abbreviations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Distributor Qualification . . . . . . . . . . . . . . . . . . . . . . .

21、 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34.1 General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34.2 Facilities and Equipment . . .

22、. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44.3 Distributor Qualification Levels. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44.4 Records of

23、 Qualification. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 Responsibilities and Duties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

24、 . . . 56 Personnel Training and Competency Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Distributor Process Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

25、. 67.1 General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67.2 Review of Order Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

26、 . . . . . . . . . . . . . . . . 67.3 Control of Mills. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67.4 Control of Sub-Distributors and Service Suppliers. . . . . . . . . . . . . . . . . . . . .

27、. . . . . . . . . . . . . . . . . . . . . . . . 87.5 Distributor Performed Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117.6 Sampling for Material Testing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

28、 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127.7 Inspection Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127.8 Identification and Traceability . . . . . . . . . . . . . . . . . . . . . .

29、 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137.9 Nonconforming Product. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137.10 Customer-supplied Property . . . . . . . . . . . . . .

30、. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137.11 Preservation of the Product . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137.12 Measuring and Testing Equipment . .

31、. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148 Management of Change (MOC) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149 Activities Performed by the Distrib

32、utor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1510 Records and Document Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Annex A (informative)Mill Technical

33、 Assessment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Bibliography . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Tables1 Guidance

34、for Distributor Qualification Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Service Supplier Qualification Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103 Distributor Performed Proc

35、esses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124 Process Activities Performed by the Distributor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15vQualification of Distributors o

36、f Metallic Materials for Use in the Petroleum and Natural Gas Industries 1 Scope 1.1 Purpose This API standard specifies requirements for the qualification of distributors of metallic materials used in the petroleum and natural gas industries. 1.2 Applicability This standard is applicable to distrib

37、utors of metallic bar, plate, and tubular products where API product standards require such services or are otherwise specified as a requirement for compliance. For organizations that manufacture and distribute metallic material, this standard only addresses the distribution portion of their process

38、es. NOTE This standard does not limit the responsibility of any manufacturer of commercial products utilizing metallic materials and manufactured to an API Standard from its responsibility for compliance with all applicable requirements of that API Standard. 1.3 Distributor Qualification Level (DQL)

39、 This API standard establishes the requirements for two distributor qualification levels (DQL). These DQL levels define different levels of distributor quality controls and qualification requirements. 2 Normative References The following referenced documents are indispensable for the application of

40、this document. For dated references, only the edition cited applies. For undated references, the latest edition of the referenced document (including any amendments) applies, except that new editions may be used on issue and shall become mandatory upon the effective date specified by the publisher,

41、or six months from the date of the revision (where no effective date is specified). API Specification Q1, Specification for Quality Management System Requirements for Manufacturing Organizations for the Petroleum and Natural Gas Industry API Standard 20D, Nondestructive Examination Services for Equi

42、pment Used in the Petroleum and Natural Gas Industry API Standard 20H, Heat Treatment Services Batch Type for Equipment used in the Petroleum and Natural Gas Industry AMS 2750, Pyrometry ISO/IEC 17025, General requirements for the competence of testing and calibration laboratories 3 Terms, Definitio

43、ns, and Abbreviations 3.1 Terms and Definitions 3.1.1 acceptance criteria Defined limits placed on characteristics of materials, products, or services 2 API STANDARD 20J 3.1.2 calibration Comparison and adjustment to a standard of known accuracy 3.1.3 chemical analysis Determination of the chemical

44、composition of material 3.1.4 conformance Meeting specified requirements 3.1.5 distributor An organization that maintains and provides metallic bar, plate, and tubular products for resale 3.1.6 heat treatment A specified, timed sequence of controlled heating and cooling of materials for the purpose

45、of changing physical or mechanical properties 3.1.7 metallic material Any product included in the scope of this standard 3.1.8 mill A factory in which metals are hot worked, cold worked, or melted and cast into standard shapes suitable for secondary fabrication into commercial product 3.1.9 off-site

46、 A related facility of the organization, operating under the same Quality Management System as the identified distributor of the product 3.1.10 on-site The distributors facility 3.1.11 outsourced A function or process that is performed by an external supplier on behalf of the distributor 3.1.12 proc

47、esses that require validation Processes where resulting output cannot be verified by subsequent monitoring or measurement 3.1.13 receiving verification The process of ensuring the product received meets purchase requirements QUALIFICATION OF DISTRIBUTORS OF METALLIC MATERIALS FOR USE IN THE PETROLEU

48、M AND NATURAL GAS INDUSTRIES 3 3.1.14 remote technical assessment A technical assessment of capabilities performed using a method other than an on-site audit. This includes but is not limited to a checklist or a survey. 3.1.15 rough machining An intermediate machining activity not intended as a fina

49、l dimension 3.1.16 service supplier An organization that performs activities on behalf of the distributor 3.1.17 sub-distributor An organization that is a supplier to the distributor 3.1.18 traceability The ability to verify the history and delivery location of an item by means of documented record identification 3.1.19 validation Confirmation, through the provision of objective evidence generated from testing, that specific requirements have been fulfilled 3.1.20 verification Confirmation, through the provision of objective evidence, that specific requirements have been fulfilled NOT