In the oil and gas industry, a single bolt can be the difference between operational success and catastrophic failure. Especially in critical applications like wellheads, pressure vessels, and offshore platforms, bolting must meet the highest standards of strength, durability, and reliability. That’s where API 20E comes in.
API 20E is the American Petroleum Institute’s standard for carbon and alloy steel bolting intended for use in the petroleum and natural gas industries. It provides guidelines that ensure bolting components are manufactured with exceptional quality, from the moment raw steel is selected to the final inspection before shipment.
This article takes you on the step-by-step journey of an API 20E bolt, covering how it’s made, what tests it undergoes, and why each stage of production is essential for performance in high-stress environments.
Why API 20E Bolting Matters
Bolts may seem simple, but in oil and gas applications, they must:
- Hold together pressurized flanges and valves
- Resist corrosion in sour (H₂S) and marine environments
- Withstand extreme heat, pressure, and vibration
- Maintain integrity under fatigue and cyclic loading
Because of this, API 20E outlines strict manufacturing and testing protocols to prevent defects, ensure traceability, and verify mechanical properties. The goal is to guarantee bolts perform reliably in critical safety and containment applications.
The API 20E Bolting Production Process
Here’s how an API 20E bolt makes its way from raw steel to field-ready fastener:
1. Raw Material Sourcing from Steel Mills
The journey begins with selecting steel from approved mills. The steel must meet the chemical and metallurgical specifications required by API 20E and the application’s needs.
Requirements:
- Carbon and alloy steels (e.g., 4140, 4340, or ASTM A193 B7)
- Compliant with ASTM, ASME, or API specifications
- Accompanied by a Mill Test Report (MTR) and a heat number
Heat Numbers:
Each batch of steel is assigned a unique heat number, which provides full traceability to:
- The steel’s chemical composition
- The melt and casting date
- The mill where it was produced
This heat number will follow the bolt throughout its lifecycle.
2. Raw Material Inspection and Storage
Once the steel arrives at the bolt manufacturer’s facility, it undergoes initial inspection to verify:
- Heat number and certification
- Chemical properties
- Surface condition (free of rust, scale, cracks)
Only materials that meet the standard proceed to the next step. The steel bars are then stored in a designated traceable inventory system, sorted by heat lot.
3. Cutting and Bar Preparation
The long steel bars are cut into individual blanks, sized based on the bolt’s intended dimensions. Preparation may also include:
- End facing to remove surface defects
- Cleaning and descaling
- Marking to maintain heat traceability
At this stage, quality teams ensure the material still matches the heat lot records and is suitable for forging.
4. Hot Forging or Cold Forming
The bolt head is formed using either:
- Hot forging (typically for larger bolts or alloy steels)
- Cold forming (used for high-volume production of smaller bolts)
In hot forging, the cut blank is heated in a furnace and placed into a die to be shaped under pressure. This strengthens the grain structure and prepares it for threading.
Formed bolts are immediately marked (if required) and sorted by production lot.
5. Heat Treatment
Heat treatment is a critical stage that gives the bolt its desired mechanical properties. Most API 20E bolts undergo:
- Quenching: Heating the bolt to high temperatures and rapidly cooling it (usually in oil or water)
- Tempering: Reheating to a moderate temperature to relieve internal stresses and achieve desired toughness
This process modifies the microstructure of the steel, improving:
- Tensile strength
- Yield strength
- Toughness
- Fatigue resistance
The exact heat treatment cycle must be controlled, recorded, and validated with test coupons—sample materials heat-treated with the production lot.
6. Thread Rolling and Machining
After heat treatment, bolts are machined to their final dimensions, including:
- Thread cutting or rolling
- Shank turning
- Head finishing (if not already complete)
Thread rolling may be performed before or after heat treatment, depending on bolt grade and customer requirements. Rolled threads are often preferred because they:
- Improve fatigue resistance
- Have smoother surfaces
- Work-harden the thread roots
This step is precisely controlled to avoid introducing stress risers or defects.
7. Non-Destructive Testing (NDE)
API 20E requires non-destructive examination depending on the Bolting Specification Level (BSL). For BSL-2 and BSL-3, bolts undergo:
- Magnetic Particle Testing (MT) or Liquid Penetrant Testing (PT) to detect surface cracks
- Ultrasonic Testing (UT) for internal defects (at BSL-3 or when specified)
Each test must be:
- Performed by qualified technicians
- Documented for traceability
- Reviewed and signed off as part of the Quality Control Plan
8. Mechanical and Hardness Testing
To verify that heat treatment was successful and that the bolts meet strength requirements, manufacturers perform:
- Tensile testing (to measure strength and elongation)
- Hardness testing (Brinell, Rockwell, or Vickers)
- Charpy impact testing (especially for low-temperature service or BSL-3)
Test results must fall within the limits defined by API 20E or the applicable material standard (e.g., ASTM A193, A320).
9. Final Inspection and Marking
Once bolts pass all testing, they undergo a final visual inspection to confirm:
- Dimensional accuracy
- Surface condition
- Head markings and identification codes
Each bolt is marked (typically on the head) with:
- Material grade
- Manufacturer’s logo
- Heat number or trace code
At BSL-3, third-party inspectors may witness this process or review final records.
10. Documentation and Certification
One of the core principles of API 20E is traceability. Every bolt must be accompanied by a documentation package that includes:
- Material Test Report (MTR)
- Heat treatment records
- NDE reports
- Mechanical testing results
- Production and heat lot details
- Compliance certificates
For high-criticality applications (BSL-3), this may also include:
- Third-party inspection reports
- Process audit records
- Quality control plan
11. Packaging and Shipment
Bolts are packed according to their application:
- Protected from corrosion (e.g., VCI paper, oil coating)
- Labeled by production lot and heat number
- Packed in compliance with customer or project specifications
Special packaging (e.g., offshore-rated crates) may be used for export or subsea deployment.
Traceability Across the Entire Journey
A defining feature of API 20E-compliant bolting is that every step is traceable—from steel mill to end user.
Here’s a simplified flow of traceability:
Stage | Identifier | Purpose |
---|---|---|
Steel melting | Heat Number | Links to chemical composition |
Bar rolling | Heat Lot | Groups material processed together |
Bolt manufacturing | Production Lot | Ensures uniform processing and QC |
Testing & NDE | Lot Number + Reports | Validates quality and performance |
Final product | Head Marking | Physical ID for field traceability |
This traceability allows manufacturers and customers to:
- Pinpoint any issues quickly
- Isolate affected batches
- Ensure conformance to specification