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College of Engineering
NRC MOV Course
Theory of Operation
College of Engineering
Theory of Operation of MOVs
Objectives
• Identify common valve types and their typical service
applications.
• Describe the mechanical components that make up rising-stem
valves.
• Describe the mechanical components that make up rotating-
stem valves.
• Describe the major electrical and mechanical components that
make up common motor actuators.
• Describe the electrical and manual modes of operation of
motor actuators and trace the path of the rotational forces
through the device.
College of Engineering
Introduction
• An MOV is a combination of two separate devices,
usually provided by two separate manufacturers.
– Valve Assembly
a mechanical device to optimize a desired fluid control
function, such as isolation or throttling.
– Actuator
an electrical/mechanical device used to position a valve
assembly from a remote location.
• The basic parts of a valve assembly have common
nomenclature regardless of the type of valve.
– valve body, bonnet, disc (pressure boundary)
– seat, stem, and yoke
College of Engineering
Valve Assembly Basic Parts
Disc
Yoke
Bonnet
Valve Body
Seat
Stem
College of Engineering
Rising-Stem Valves
• Rising-Stem Valves are those designs operated by
pushing or pulling the valve stem.
• The valve stems do not rotate.
• The valve stems are threaded and matched to a
stem nut to convert the rotational output of the
actuator to linear movement of the valve stem.
• Most common designs are gate and globe valves.
College of Engineering
Gate Valves
• Gate valves are used to start or stop flow, but are
not intended to regulate or throttle flow.
• The name “gate” comes from the appearance of the
disc in the flow stream.
• Gate valves are most often found in flow isolation
applications
– Used at any system pressure
– Common in large diameter, higher pressure piping
systems.
– Often have a closing safety function such as
containment isolation or an opening safety function
such as emergency core cooling.
College of Engineering
Typical Gate Valve
College of Engineering
Gate Valve Disc Designs
• Gate valve discs may be parallel or wedge design.
– Parallel discs have seating surfaces that are parallel
to each other and perpendicular to the flow path.
– Wedge discs have angled seating surfaces which
form a “V” shape that wedges the disc between the
seat rings.
– Wedge discs can be solid, split, or flexible.
• Gate valve discs typically provide seating on both
the upstream and downstream seats.
College of Engineering
Gate Valve Wedge Discs
College of Engineering
Globe Valves
• Globe valves are used to stop, start, and regulate fluid flow.
• The name “globe” is derived from the shape of the disc which
can be similar to a globe.
• The disc more often looks more like a plug.
– (can lead to confusion with true plug valves which are
quarter-turn valves)
• Globe valves can be designed so that, a large flow area is
realized around the disc with small stem movement.
– This allows a quick opening or closing function.
• Globe valves and be designed so that the flow area gradually
changes with stem movement.
– This gives the globe valve good throttling ability for use in
regulating flow.
College of Engineering
Globe Valve Orientation
• Globe valves can be installed with flow over or
under the disc.
• Closing against the direction of the fluid flow (flow
under disc) impedes closing but aids in opening the
valve.
• Closing in the same direction as the fluid flow (flow
over disc) aids closing but impedes opening the
valve.
• This characteristic makes globe valves well suited
for fail-open or fail-close valve applications
College of Engineering
Typical Globe Valve
College of Engineering
Quarter-Turn Valves
• Quarter-turn valves are those designs operated by
turning the valve stem 90 degrees.
• Valve discs rotate with the valve stem to open or
close the flow path.
• Valve stems are driven directly by the rotational
motion of the actuator.
• Most common designs are ball, plug, and butterfly
valves.
College of Engineering
Ball And Plug Valves
• Ball and plug valves are used to stop or start fluid
flow.
• The names are derived from the shape of the disc
which resembles a ball or a plug.
• In the open position, the ball/plug provides an
unobstructed flow path through the valve.
• In the closed position, the ball/plug is turned 90
degrees, blocking the ports and stopping fluid flow.
College of Engineering
Ball And Plug Valves
• Advantages:
– Little resistance to operation
– Differential pressure has little effect on operating
loads
– Quick opening and closing
– Designed for any system pressure.
• Disadvantages:
– Higher cost
– Rapid wear and corrosion of seats
– Inability to regulate flow
– Weight of the ball or plug in large diameter systems
College of Engineering
Typical Ball Valve
College of Engineering
Typical Plug Valve
College of Engineering
Butterfly Valves
• Butterfly valves are used to stop, start, and regulate
fluid flow.
• The valve stem extends completely through the
valve body.
• The disc is a flat or slightly curved disc attached to
the valve stem.
• The disc is rotated 90 degrees about an axis at a
right angle to fluid flow
• The seats are typically a soft, resilient seat made of
rubber or neoprene..
College of Engineering
Butterfly Valves
• In the fully open position, little resistance to flow
exists and pressure loss is minimal.
• In the fully closed position little seat leakage occurs
provided the resilient seat is in good condition.
• At intermediate positions, throttling of the fluid flow
occurs although the flow regulating characteristics
are not as good as that of globe valves.
• Butterfly valves are used in low pressure systems,
such as circulating water systems.
• They are inexpensive and fairly easy to maintain.
College of Engineering
Typical Butterfly Valve
College of Engineering
Valve Actuators
• The actuator operates the valve stem and disc
assembly.
• Actuators for valve assemblies can be
– manual handwheels
– manual levers
– motor operators
– pneumatic operators
– hydraulic operators
– solenoid
• MOV Actuators used in US nuclear power plants are
electro-mechanical devices, manufactured by
– Limitorque
– Rotork
College of Engineering
Limitorque SMB Actuators
College of Engineering
Limitorque Actuator on a Typical
Gate Valve
College of Engineering
Limitorque SMB Load Ratings
Type Size Nuclear
Rating, ft-lb
Commercial
Rating, ft-lb
Maximum
Thrust, lb
Max Threaded
Stem Dia., in
SMB 000 90 120 8,000 1-3/8
SMB 00 250 260 14,000 1-3/4
SMB 0 500 700 24,000 2-3/8
SMB 1 850 1,100 45,000 2-7/8
SMB 2 1,800 1,950 70,000 3-1/2
SMB 3 4,200 4,500 140,000 5
SMB 4 & 4T * 7,500 8,300 250,000 5
SMB 5 & 5T * 20,000 20,000 500,000 6-1/4
* The “T” in the size designation means a torque only application, no thrust
capability.
College of Engineering
SMB Modes of Operation
• Electrical operation has electrical control for actuator
motion. The actuator and valve are protected by the
torque switch.
• Manual operation still has the indication, but the
technician controls position.
• The two modes are separated by a clutching
mechanism which prevents simultaneous operation.
College of Engineering
SMB-00/000 Power Trains
Valve Stem
Worm
Drive Sleeve
Stem Nut
Worm Gear
Clutch Key
Motor
Helical Gear Set
Worm Shaft
Clutch Key
Handwheel
Electric Power Train
Manual Power Train
College of Engineering
Limitorque Actuator Gear Train
College of Engineering
SMB-000 Motor
College of Engineering
SMB Helical Gear Teeth Totals
SMB-000 45
SMB-00 65
SMB-0 72
SMB-1 72
SMB-2 70
SMB-3 60
SMB-4 72
College of Engineering
SMB-000 Exploded View
College of Engineering
SMB-000 Electric Power Train
College of Engineering
SMB-000 Electric Power Train – Side
View
College of Engineering
SMB-000/00 Worm Shaft Gear
Assembly
College of Engineering
SMB-000/00 Worm and Worm Gear
College of Engineering
SMB-000 Drive Sleeve
College of Engineering
SMB-000/00 Declutch Mechanism
College of Engineering
SMB-000 Actuator Drive Sleeve
College of Engineering
SMB-00 Actuator Drive Sleeve
College of Engineering
SMB-000/00 Drive Sleeve Exploded
College of Engineering
SMB-00 Top-Mounted Manual Power
Train
College of Engineering
SMB-00 Side-Mounted Manual Power
Train
College of Engineering
SMB-000/00 Handwheel Worm Gear
Assembly
College of Engineering
SMB-000/00 Worm/Belleville Spring
Pack Assembly
College of Engineering
SMB-000/00 Scissor Action Torque
Switch
College of Engineering
Modified Leaf and Knee Type Torque
Switch
College of Engineering
SMB-000/00 Limit Switch
College of Engineering
SMB-000 Housing
College of Engineering
SMB/SB-0 thru -4
College of Engineering
SMB-0 thru 4 Power Trains
Valve Stem
Worm
Drive Sleeve
Stem Nut
Worm Gear
Motor
Helical Gear Set
Worm Shaft
Handwheel Shaft
Handwheel
Electric Power Train
Manual Power Train
Worm Shaft Clutch Worm Shaft Clutch
Spur Gears
College of Engineering
SMB/SB-0 thru –4 Electric Power
Train
College of Engineering
SMB/SB-0 thru –4 Motor Pinion
Arrangement
College of Engineering
SMB/SB-0 thru –4 Worm Shaft
Clutch Gear
College of Engineering
SMB/SB-0 thru –4 Worm Shaft
Exploded View
College of Engineering
SMB/SB-0 thru –4 Worm and Worm
Gear
College of Engineering
SMB/SB-0 thru –4 Spring Pack
Assembly
College of Engineering
SMB/SB-0 thru –4 Drive Sleeve
College of Engineering
SMB/SB-0 thru –4 Manual Power
Train
College of Engineering
SMB/SB-0 thru –4 Handwheel
Assembly
College of Engineering
SMB/SB-0 thru –4 Worm Shaft
Clutch
College of Engineering
SMB/SB-0 thru –4 Worm Shaft and
Declutch Mechanism
College of Engineering
SMB/SB-0 thru –4 Declutch
Mechanism
College of Engineering
SMB/SB-0 thru –4 Housing
College of Engineering
Limitorque SB Actuators
College of Engineering
SB Belleville Spring Compensator
Housing Cover Assembly
College of Engineering
SB Spring Compensator
College of Engineering
SB Belleville Spring Assembly With
Bearing Cartridge
College of Engineering
SB Belleville Spring Assembly With
Spring Cartridge
College of Engineering
SB Spring Compensators
SB-0 4 Springs
SB-1 14 Springs
SB-2 5 Springs
SB-3 10 Springs
SB-4 4 Springs
College of Engineering
HBC Actuator
College of Engineering
HBC –0 Thru 3 Exploded View
College of Engineering
HBC –0 Thru 3 Operator Top and
Side Views
College of Engineering
HBC –4 Thru 10 Actuator
College of Engineering
Limitorque Lubrication
College of Engineering
Limitorque Lubrication
• Lubrication of the actuator internals is critical to the
proper and sustained operation of the equipment.
– Reduces wear
– Removes heat
– Resists moisture
• Major wear areas include
– Bearings - drive sleeve, spring pack, and worm shaft
– Sliding surfaces – drive sleeve splines, worm shaft
splines, worm and worm gear teeth
– Motor pinion and drive gear
College of Engineering
Limitorque Recommendations
• For SMB and SB actuators
– Not corrosive to steel gears, ball or roller bearings
– Must contain an EP additive
– No grit, abrasive or filler material
– Suitable for the environmental temperature range
– No separation at temperatures up to 300°F
– Must not cause Buna-N or Viton to swell more than
8%
– Good resistance to moisture
– Good resistance to oxidation
College of Engineering
Recommended Lubricants
• Exxon Nebula EP-0 for all units through SMB-4
• Prior to SMB/SB/SBD serial number 295809, Sun
Oil Co. 50 – EP
• For Nuclear service inside containment, Exxon
Nebula EP-1 is the only qualified lubricant.
• For limit switches, Beacon 325 or Mobil Mobilgrease
28 is used
• Lubricants should never by mixed.
College of Engineering
New Lubricants
• Exxon Mobil has discontinued the manufacture of
Nebula EP greases.
• Nuclear industry has identified the MOV Long Life
grease for future use.
• ANSI bench tests have satisfied the Limitorque
recommendations for actuator lubrication.

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NRC Course on Motor Operated Valves and Limitorque

  • 1. College of Engineering NRC MOV Course Theory of Operation
  • 2. College of Engineering Theory of Operation of MOVs Objectives • Identify common valve types and their typical service applications. • Describe the mechanical components that make up rising-stem valves. • Describe the mechanical components that make up rotating- stem valves. • Describe the major electrical and mechanical components that make up common motor actuators. • Describe the electrical and manual modes of operation of motor actuators and trace the path of the rotational forces through the device.
  • 3. College of Engineering Introduction • An MOV is a combination of two separate devices, usually provided by two separate manufacturers. – Valve Assembly a mechanical device to optimize a desired fluid control function, such as isolation or throttling. – Actuator an electrical/mechanical device used to position a valve assembly from a remote location. • The basic parts of a valve assembly have common nomenclature regardless of the type of valve. – valve body, bonnet, disc (pressure boundary) – seat, stem, and yoke
  • 4. College of Engineering Valve Assembly Basic Parts Disc Yoke Bonnet Valve Body Seat Stem
  • 5. College of Engineering Rising-Stem Valves • Rising-Stem Valves are those designs operated by pushing or pulling the valve stem. • The valve stems do not rotate. • The valve stems are threaded and matched to a stem nut to convert the rotational output of the actuator to linear movement of the valve stem. • Most common designs are gate and globe valves.
  • 6. College of Engineering Gate Valves • Gate valves are used to start or stop flow, but are not intended to regulate or throttle flow. • The name “gate” comes from the appearance of the disc in the flow stream. • Gate valves are most often found in flow isolation applications – Used at any system pressure – Common in large diameter, higher pressure piping systems. – Often have a closing safety function such as containment isolation or an opening safety function such as emergency core cooling.
  • 8. College of Engineering Gate Valve Disc Designs • Gate valve discs may be parallel or wedge design. – Parallel discs have seating surfaces that are parallel to each other and perpendicular to the flow path. – Wedge discs have angled seating surfaces which form a “V” shape that wedges the disc between the seat rings. – Wedge discs can be solid, split, or flexible. • Gate valve discs typically provide seating on both the upstream and downstream seats.
  • 9. College of Engineering Gate Valve Wedge Discs
  • 10. College of Engineering Globe Valves • Globe valves are used to stop, start, and regulate fluid flow. • The name “globe” is derived from the shape of the disc which can be similar to a globe. • The disc more often looks more like a plug. – (can lead to confusion with true plug valves which are quarter-turn valves) • Globe valves can be designed so that, a large flow area is realized around the disc with small stem movement. – This allows a quick opening or closing function. • Globe valves and be designed so that the flow area gradually changes with stem movement. – This gives the globe valve good throttling ability for use in regulating flow.
  • 11. College of Engineering Globe Valve Orientation • Globe valves can be installed with flow over or under the disc. • Closing against the direction of the fluid flow (flow under disc) impedes closing but aids in opening the valve. • Closing in the same direction as the fluid flow (flow over disc) aids closing but impedes opening the valve. • This characteristic makes globe valves well suited for fail-open or fail-close valve applications
  • 13. College of Engineering Quarter-Turn Valves • Quarter-turn valves are those designs operated by turning the valve stem 90 degrees. • Valve discs rotate with the valve stem to open or close the flow path. • Valve stems are driven directly by the rotational motion of the actuator. • Most common designs are ball, plug, and butterfly valves.
  • 14. College of Engineering Ball And Plug Valves • Ball and plug valves are used to stop or start fluid flow. • The names are derived from the shape of the disc which resembles a ball or a plug. • In the open position, the ball/plug provides an unobstructed flow path through the valve. • In the closed position, the ball/plug is turned 90 degrees, blocking the ports and stopping fluid flow.
  • 15. College of Engineering Ball And Plug Valves • Advantages: – Little resistance to operation – Differential pressure has little effect on operating loads – Quick opening and closing – Designed for any system pressure. • Disadvantages: – Higher cost – Rapid wear and corrosion of seats – Inability to regulate flow – Weight of the ball or plug in large diameter systems
  • 18. College of Engineering Butterfly Valves • Butterfly valves are used to stop, start, and regulate fluid flow. • The valve stem extends completely through the valve body. • The disc is a flat or slightly curved disc attached to the valve stem. • The disc is rotated 90 degrees about an axis at a right angle to fluid flow • The seats are typically a soft, resilient seat made of rubber or neoprene..
  • 19. College of Engineering Butterfly Valves • In the fully open position, little resistance to flow exists and pressure loss is minimal. • In the fully closed position little seat leakage occurs provided the resilient seat is in good condition. • At intermediate positions, throttling of the fluid flow occurs although the flow regulating characteristics are not as good as that of globe valves. • Butterfly valves are used in low pressure systems, such as circulating water systems. • They are inexpensive and fairly easy to maintain.
  • 21. College of Engineering Valve Actuators • The actuator operates the valve stem and disc assembly. • Actuators for valve assemblies can be – manual handwheels – manual levers – motor operators – pneumatic operators – hydraulic operators – solenoid • MOV Actuators used in US nuclear power plants are electro-mechanical devices, manufactured by – Limitorque – Rotork
  • 23. College of Engineering Limitorque Actuator on a Typical Gate Valve
  • 24. College of Engineering Limitorque SMB Load Ratings Type Size Nuclear Rating, ft-lb Commercial Rating, ft-lb Maximum Thrust, lb Max Threaded Stem Dia., in SMB 000 90 120 8,000 1-3/8 SMB 00 250 260 14,000 1-3/4 SMB 0 500 700 24,000 2-3/8 SMB 1 850 1,100 45,000 2-7/8 SMB 2 1,800 1,950 70,000 3-1/2 SMB 3 4,200 4,500 140,000 5 SMB 4 & 4T * 7,500 8,300 250,000 5 SMB 5 & 5T * 20,000 20,000 500,000 6-1/4 * The “T” in the size designation means a torque only application, no thrust capability.
  • 25. College of Engineering SMB Modes of Operation • Electrical operation has electrical control for actuator motion. The actuator and valve are protected by the torque switch. • Manual operation still has the indication, but the technician controls position. • The two modes are separated by a clutching mechanism which prevents simultaneous operation.
  • 26. College of Engineering SMB-00/000 Power Trains Valve Stem Worm Drive Sleeve Stem Nut Worm Gear Clutch Key Motor Helical Gear Set Worm Shaft Clutch Key Handwheel Electric Power Train Manual Power Train
  • 27. College of Engineering Limitorque Actuator Gear Train
  • 29. College of Engineering SMB Helical Gear Teeth Totals SMB-000 45 SMB-00 65 SMB-0 72 SMB-1 72 SMB-2 70 SMB-3 60 SMB-4 72
  • 31. College of Engineering SMB-000 Electric Power Train
  • 32. College of Engineering SMB-000 Electric Power Train – Side View
  • 33. College of Engineering SMB-000/00 Worm Shaft Gear Assembly
  • 34. College of Engineering SMB-000/00 Worm and Worm Gear
  • 36. College of Engineering SMB-000/00 Declutch Mechanism
  • 37. College of Engineering SMB-000 Actuator Drive Sleeve
  • 38. College of Engineering SMB-00 Actuator Drive Sleeve
  • 39. College of Engineering SMB-000/00 Drive Sleeve Exploded
  • 40. College of Engineering SMB-00 Top-Mounted Manual Power Train
  • 41. College of Engineering SMB-00 Side-Mounted Manual Power Train
  • 42. College of Engineering SMB-000/00 Handwheel Worm Gear Assembly
  • 43. College of Engineering SMB-000/00 Worm/Belleville Spring Pack Assembly
  • 44. College of Engineering SMB-000/00 Scissor Action Torque Switch
  • 45. College of Engineering Modified Leaf and Knee Type Torque Switch
  • 49. College of Engineering SMB-0 thru 4 Power Trains Valve Stem Worm Drive Sleeve Stem Nut Worm Gear Motor Helical Gear Set Worm Shaft Handwheel Shaft Handwheel Electric Power Train Manual Power Train Worm Shaft Clutch Worm Shaft Clutch Spur Gears
  • 50. College of Engineering SMB/SB-0 thru –4 Electric Power Train
  • 51. College of Engineering SMB/SB-0 thru –4 Motor Pinion Arrangement
  • 52. College of Engineering SMB/SB-0 thru –4 Worm Shaft Clutch Gear
  • 53. College of Engineering SMB/SB-0 thru –4 Worm Shaft Exploded View
  • 54. College of Engineering SMB/SB-0 thru –4 Worm and Worm Gear
  • 55. College of Engineering SMB/SB-0 thru –4 Spring Pack Assembly
  • 56. College of Engineering SMB/SB-0 thru –4 Drive Sleeve
  • 57. College of Engineering SMB/SB-0 thru –4 Manual Power Train
  • 58. College of Engineering SMB/SB-0 thru –4 Handwheel Assembly
  • 59. College of Engineering SMB/SB-0 thru –4 Worm Shaft Clutch
  • 60. College of Engineering SMB/SB-0 thru –4 Worm Shaft and Declutch Mechanism
  • 61. College of Engineering SMB/SB-0 thru –4 Declutch Mechanism
  • 62. College of Engineering SMB/SB-0 thru –4 Housing
  • 64. College of Engineering SB Belleville Spring Compensator Housing Cover Assembly
  • 65. College of Engineering SB Spring Compensator
  • 66. College of Engineering SB Belleville Spring Assembly With Bearing Cartridge
  • 67. College of Engineering SB Belleville Spring Assembly With Spring Cartridge
  • 68. College of Engineering SB Spring Compensators SB-0 4 Springs SB-1 14 Springs SB-2 5 Springs SB-3 10 Springs SB-4 4 Springs
  • 70. College of Engineering HBC –0 Thru 3 Exploded View
  • 71. College of Engineering HBC –0 Thru 3 Operator Top and Side Views
  • 72. College of Engineering HBC –4 Thru 10 Actuator
  • 74. College of Engineering Limitorque Lubrication • Lubrication of the actuator internals is critical to the proper and sustained operation of the equipment. – Reduces wear – Removes heat – Resists moisture • Major wear areas include – Bearings - drive sleeve, spring pack, and worm shaft – Sliding surfaces – drive sleeve splines, worm shaft splines, worm and worm gear teeth – Motor pinion and drive gear
  • 75. College of Engineering Limitorque Recommendations • For SMB and SB actuators – Not corrosive to steel gears, ball or roller bearings – Must contain an EP additive – No grit, abrasive or filler material – Suitable for the environmental temperature range – No separation at temperatures up to 300°F – Must not cause Buna-N or Viton to swell more than 8% – Good resistance to moisture – Good resistance to oxidation
  • 76. College of Engineering Recommended Lubricants • Exxon Nebula EP-0 for all units through SMB-4 • Prior to SMB/SB/SBD serial number 295809, Sun Oil Co. 50 – EP • For Nuclear service inside containment, Exxon Nebula EP-1 is the only qualified lubricant. • For limit switches, Beacon 325 or Mobil Mobilgrease 28 is used • Lubricants should never by mixed.
  • 77. College of Engineering New Lubricants • Exxon Mobil has discontinued the manufacture of Nebula EP greases. • Nuclear industry has identified the MOV Long Life grease for future use. • ANSI bench tests have satisfied the Limitorque recommendations for actuator lubrication.