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Instruction Manual
 Form 5343
                                                                                                                      8560 Valve
 February 2007



Type 8560 Eccentric Disc
Butterfly Control Valve
Contents
  Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
    Scope of Manual . . . . . . . . . . . . . . . . . . . . . . . . . 1
    Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
    Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
  Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
    Valve Orientation . . . . . . . . . . . . . . . . . . . . . . . . . 4
  Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
    Packing Maintenance . . . . . . . . . . . . . . . . . . . . 11
    Seal Ring Maintenance for 3- through
       12-Inch Sizes Only . . . . . . . . . . . . . . . . . . . . 13
    Seal Ring Maintenance for 2-Inch Size . . . . . 18
    Disc, Drive Shaft and Bearing Maintenance
       for 3- through 12-Inch Sizes Only . . . . . . . . 19
    Disc, Drive Shaft and Bearing Maintenance
       for 2-Inch Size . . . . . . . . . . . . . . . . . . . . . . . . 21             W8299
    Actuator Mounting . . . . . . . . . . . . . . . . . . . . . . . 22
                                                                                     Figure 1. Type 8560 Valve with Type 1052 Actuator and
  Parts Ordering . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
                                                                                            DVC6000 Series Digital Valve Controller
    Retrofit Kits for ENVIRO-SEALr Packing . . . 24
    Repair Kits for ENVIRO-SEAL Packing . . . . . 24
  Parts List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24


                                                                                   Description
Introduction                                                                       The seal design of the Type 8560 eccentric disc high
                                                                                   performance butterfly valve provides excellent
                                                                                   shutoff capability. The valve includes PTFE-filled or
Scope of Manual                                                                    graphite packing rings that electrically bond the shaft
                                                                                   to the valve body. This valve has a spline drive shaft
This instruction manual includes installation,
                                                                                   end, and soft or metal seal rings for use in a wide
maintenance, and parts information for 2- through
                                                                                   variety of applications.
12-inch Type 8560 Eccentric Disc Butterfly Control
Valves (see figure 1). Refer to separate instruction
manuals for information covering the actuator and
                                                                                                              Note
accessories.
Do not install, operate, or maintain a Type 8560                                         Neither Emerson, Emerson Process
valve without first D being fully trained and qualified                                  Management, nor any of their affiliated
in valve, actuator, and accessory installation,                                          entities assumes responsibility for the
operation, and maintenance, and D carefully reading                                      selection, use, and maintenance of any
and understanding the contents of this manual. If                                        product. Responsibility for the
you have any questions concerning these                                                  selection, use, and maintenance of any
instructions, contact your Emerson Process                                               product remains with the purchaser
Managementt sales office.                                                                and end-user.
                                                                                                                                             D102013X012




www.Fisher.com
Instruction Manual
                                                                                                                                                Form 5343
8560 Valve                                                                                                                                   February 2007


                                                                       Table 1. Specifications

Valve Size and End Connection Styles                                                         Flow Characteristics
    J 2, J 3, J 4, J 6, J 8, J 10, and                                                           Approximately linear
    J 12-inch valves and in Wafer or Single flanged
    style (2-inch available in wafer only)                                                   Disc Rotation
                                                                                                 Clockwise to close (when viewing from the drive
Maximum Inlet Pressure(1)
                                                                                                 shaft end) through 90 degrees of disc rotation
  Carbon Steel and Stainless Steel Valve                                                         (see figure 10)
  Bodies: Consistent with Class 150 and 300
  pressure/temperature ratings per ASME B16.34                                               Flow Direction
  unless limited by material temperature
                                                                                                 See figure 3
  capabilities. 2-inch size is also consistent with
  Class 600.
                                                                                             Actuator/Valve Action
Maximum Pressure Drops(1)
                                                                                                 With the diaphragm or piston actuators, the valve
  Consistent with Class 150 and 300                                                              action is field-reversible. Refer to information in
  pressure-temperature ratings per ASME B16.34                                                   the Installation section.
  except for PTFE, UHMWPE and Phoenix III seals
  which are derated at some higher
                                                                                             Valve Classification
  pressure-temperature values. Refer to figure 2
                                                                                                 Face-to-face dimensions of 3- through 12-inch
                                                                                                 sizes are in Class 150 and 300, and meet
Shutoff Classifications
                                                                                                 API 609 or MSS-SP-68 standards for face-to-face
  J PTFE, Reinforced PTFE, and UHMWPE(3)
                                                                                                 dimensions of wafer-style and single flange
  Seals: Bidirectional shutoff to Class VI per
                                                                                                 valves.
  ANSI/FCI 70-2 and IEC 60534-4.
  J 2 Inch Metal Seal: Bidirectional shutoff.                                                Shaft Diameters
  0.001% of maximum valve capacity (1/10) of
                                                                                                 See table 2
  Class IV per ANSI/FCI 70-2 and IEC 60534-4.
  Maximum Pressure drop is 51 bar (740 psi)
                                                                                             Approximate Weights
  forward and 6.9 bar (100 psi) reverse.
  J NOVEX Seal: For 3- through 12-inch sizes.                                                    See table 2
  Unidirectional shutoff is 0.0001% of maximum
                                                                                             ENVIRO-SEALr Packing
  valve capacity (1% of Class IV) in the reverse flow
  direction per ANSI/FCI 70-2 and IEC 60534-4.                                                   This optional PTFE or graphite packing system
  J Phoenix III Seal: For 3- through 12-inch sizes.                                              provides excellent sealing, guiding, and
  Bidirectional shutoff to Class VI per ANSI/FCI                                                 transmission of loading forces to control liquid and
  70-2 and IEC 60534-4. For the optional                                                         gas emissions (see figure 8). See bulletin 59.3:41
  Phoenix III Fire-Tested seal, consult your                                                     ENVIRO-SEAL Packing System for Rotary Valves
  Emerson Process Management sales office.                                                       for more information.
1. The pressure/temperature limits in this manual and any applicable standard or code limitation for valves should not be exceeded.
2. For components selection and applicable fire tested standards and codes, consult your Emerson Process Management sales office.
3. UHMWPE stands for ultra high molecular weight polyethylene.




2
Instruction Manual
Form 5343
                                                                                                                    8560 Valve
February 2007



                               Table 2. Valve Size, Shaft Diameter, and Approximate Weight
                                                                                       APPROXIMATE WEIGHT
                                    SHAFT DIAMETER
 VALVE SIZE
       SIZE,
                                                                         Wafer-Style                                     Single-Flange
                  CLASS
   INCHES
                                  mm             Inches            kg                 Pounds                       kg                 Pounds
      2          150/300/600      12.7             1/2             4.3                    9.5                      ---                    ---
                    150           12.7             1/2             4.5                    10                       6.4                    14
      3
                    300           15.9             5/8             5.9                    13                       11                     25
                    150           15.9             5/8             8.6                    19                       11                     24
      4
                    300           19.1             3/4             10                     23                       18                     39
                    150           19.1             3/4             13                     29                       16                     35
      6
                    300           25.4             1               15                     33                       27                     59
                    150           25.4             1               21                     47                       27                     59
      8
                    300           31.8            1-1/4            24                     53                       42                     93
                    150           31.8            1-1/4            34                     75                       40                     88
      10
                    300           38.1            1-1/2            44                     96                       78                     172
                    150           38.1            1-1/2            49                     107                      62                     137
      12
                    300           44.5            1-3/4            64                     141                      131                    288


Installation                                                                 Table 3. Maximum Allowable Inlet Pressure
                                                                               for M35-1 and CW2M Valve Bodies(1)
The valve is normally shipped as part of a control                                             M35-1                             CW2M
                                                                  TEMPER-
                                                                  TEMPER
valve assembly, with the power actuator mounted on
                                                                                                          600(2)                                600(2)
                                                                   ATURE           150          300                      150       300
the valve. If the valve or actuator have been
                                                                        _C                                        Bar
purchased separately, or if the actuator has been
                                                                   –46 to 38       15.8         41.3       82.7          20.0      51.7         103.4
removed for maintenance, mount the actuator on the                    93           13.8         36.5       72.7          17.9      51.7         103.4
valve, and adjust actuator travel before inserting the               149           13.1         34.1       68.2          15.9      50.3         100.3
valve body into the line. This is necessary due to the               204           12.7         33.1       65.8          13.8      48.6         97.2
                                                                     260           11.7         32.8       65.5          11.7      45.9         91.7
measurements that must be made during the
                                                                        _F                                        Psig
actuator calibration adjustment process. Refer to the
                                                                  –50 to 100       230          600       1200           290       750          1,500
Actuator Mounting section of this manual to mount
                                                                     200           200          530       1055           260       750          1,500
the actuator on the valve. Refer to the actuator                     300           190          495       990            230       730          1,455
instruction manual for mounting and adjusting                        400           185          480       955            200       705          1,410
instructions before proceeding.                                      500           170          475       950            170       665          1,330
                                                                   1. M35-1 and CW2M valve material are not included in ASME B16.34
                                                                   pressure/temperature ratings. The designations 150 and 300 for this valve material
                          WARNING                                  are used only to indicate relative pressure/retaining capabilities and are not ASME
                                                                   pressure/temperature rated classes.
                                                                   2. Class 600 is only available in the 2-Inch size.

     Always wear protective gloves,
                                                                         If installing into an existing
     clothing, and eyewear when
                                                                         application, also refer to the WARNING
     performing any installation operations
                                                                         at the beginning of the Maintenance
     to avoid personal injury.
                                                                         section in this instruction manual.
     To avoid personal injury or property
     damage resulting from the sudden
     release of pressure, do not install the
     valve assembly where service
                                                                                                       WARNING
     conditions could exceed the limits
     given in this manual, the limits on the
     appropriate nameplates, or the
                                                                         The valve configuration and
     matching pipe flange rating. Use
                                                                         construction materials are selected to
     pressure-relieving devices as required
                                                                         meet particular pressure, temperature,
     by government or accepted industry
                                                                         pressure drop, and controlled fluid
     codes and good engineering practices.
                                                                         conditions. Responsibility for the
     Check with your process or safety                                   safety of process media and
     engineer for any additional measures                                compatibility of valve materials with
     that must be taken to protect against                               process media rests solely with the
     process media.                                                      purchaser and end-user. Since some


                                                                                                                                                    3
Instruction Manual
                                                                                                                                                             Form 5343
8560 Valve                                                                                                                                                February 2007



                                                        Table 4. Construction Material Temperature Limits (1)
                                                                                                                                        TEMPERATURE LIMITS
                        COMPONENTS AND MATERIALS OF CONSTRUCTION
                                                                                                                                     _C                        _F
                                                                 Valve Body Material / Disc / Shaft Material
     Carbon Steel / CF8M / S17400                                                                                               –29 to 427                 –20 to 800
     Carbon Steel / CF8M / S20910                                                                                               –29 to 427                 –20 to 800
     CF8M / CF8M / S17400                                                                                                       –73 to 427                 –100 to 800
     CF8M / CF8M / S20910                                                                                                       –198 to 538               –325 to 1000
     CG8M / CG8M / S20910                                                                                                       –198 to 538               –325 to 1000
                                                                                 Bearing Material
     PEEK / PTFE lined                                                                                                          –73 to 260                 –100 to 500
     Metal (NOVEX or Phoenix III only)                                                                                          –198 to 538               –325 to 1000
                                                                                 Packing Material
     PTFE V-Rings                                                                                                               –46 to 232                 –50 to 450
     Graphite rings (NOVEX or Phoenix III only)                                                                                 –198 to 538               –325 to 1000
                                                                                     Seal Ring
     PTFE (Standard) Soft Seal Ring                                                                                             –46 to 232                 –50 to 450
     Reinforced PTFE Soft Seal Ring                                                                                             –46 to 232                 –50 to 450
     UHMWPE Soft Seal Ring                                                                                                       –18 to 93                  0 to 200
     NOVEX Metal Seal Ring                                                                                                      –46 to 538                –50 to 1000
     Phoenix III Metal Seal Ring
         Fluorocarbon backup ring                                                                                               –40 to 232                 –40 to 450
     Phoenix III Fire-Tested(2) Metal Seal Ring
         Fluorocarbon backup ring
                                                                                                                               –40 to 232(2)              –40 to 450(2)
          (Specify metal bearings and graphite packing)
    1. Refer to Ordering Matrix for Type 8560 Valves. For selection temperatures not shown above, contact your Emerson Process Management sales office.
    2. For component selection and applicable fire-tested standards and codes, consult your Emerson Process Management sales office.



                                                                                                  1. Install a three-valve bypass around the control
                                                                                                  valve assembly if continuous operation is necessary
                                                                                                  during inspection and maintenance of the valve.
                                                                                                  2. Inspect the valve to be certain that it is free of
                                                                                                  foreign material.


                                                                                                                                    CAUTION

                                                                                                           Be certain that adjacent pipelines are
                                                                                                           free of any foreign material, such as
                                                                                                           pipe scale or welding slag, that could
    A6306–2 / IL
                                                                                                           damage the valve sealing surfaces.
NOTE:
 1 TEMPERATURE LIMITATIONS DO NOT ACCOUNT FOR THE ADDITIONAL
LIMITATIONS IMPOSED BY THE BACKUP RING USED WITH THIS SEAL.
TO DETERMINE THE EFFECTIVE TEMPERATURE LIMITATION OF THE
                                                                                                  Valve Orientation
APPROPRIATE SEAL/BACKUP RING COMBINATION, REFER TO TABLE 4.

        Figure 2. Maximum Pressure/Temperature Ratings                                            When installing the valve, it is recommended that the
                                                                                                  valve drive shaft be horizontal as shown in figure 1.

                                                                                                                                          Note
           valve body/trim material combinations
           are limited in their pressure drop and
           temperature range capabilities, do not                                                          Due to its weight, the Type 1052 size
           apply any other conditions to the valve                                                         70 actuator must be externally
           without first contacting your Emerson                                                           supported when mounted in a
           Process Management sales office.                                                                horizontal position.


4
Instruction Manual
Form 5343
                                                                                                                   8560 Valve
February 2007




                             RETAINER RING SIDE                                               RETAINER RING SIDE




                                                                                                                           MFG LABEL
                                                             MFG LABEL




                                                                                       FLOW ARROW
                          FLOW ARROW

            ARROW SHOWS PREFERRED FLOW DIRECTION FOR SOFT SEALS                 ARROW SHOWS FLOW DIRECTION FOR NOVEX METAL SEAL, AND
                                                                                PREFERRED FLOW DIRECTION FOR PHOENIX METAL SEAL
                                 FORWARD FLOW                                                     REVERSE FLOW




                RETAINER RING
                                                                                          REVERSE
                                                                                          FLOW




                   FORWARD
                   FLOW




   NOTES:
   1. BY EMERSON PROCESS MANAGEMENT DEFINITION:
        S FORWARD FLOW IS INTO THE FACE SIDE OF THE DISC.
        S REVERSE FLOW IS INTO THE HUB SIDE OF THE DISC.
   75B1181–A
   A6882 / IL



                                                            Figure 3. Flow Direction




                                                                                                                                       5
Instruction Manual
                                                                                                                                                                            Form 5343
8560 Valve                                                                                                                                                               February 2007



                                                            Table 5. Stud Bolt and Hex Head Cap Screw Data(1)
                                                 WAFER STYLE                                                                         SINGLE FLANGE STYLE
                               Class 150                                    Class 300                                    Class 150                                    Class 300
  VALVE
                                                  A                                             A                                            B                                            B
   SIZE,          No. of        Size Dia                       No. of        Size Dia                       No. of        Size Dia                       No. of        Size Dia
                                               Dimen-                                        Dimen-                                       Dimen-                                       Dimen-
 INCHES           Stud           Inch &                        Stud           Inch &                         Cap           Inch &                         Cap           Inch &
                                                sion,                                         sion,                                        sion,                                        sion,
                  Bolts         Thread                         Bolts         Thread                         Screws        Thread                         Screws        Thread
                                                Inch                                          Inch                                         Inch                                         Inch
     2(2)            4           5/8-11             5              8          5/8-11           5.25            ---           ---            ---             ---            ---            ---
       3             4           5/8-11           5.75             8          3/4-10            6.5              8          5/8-11         1.875            16           3/4-10            2
       4             8           5/8-11             6              8          3/4-10             7              16          5/8-11            2             16           3/4-10          2.25
       6             8           3/4-10           6.5             12          3/4-10            7.5             16          3/4-10            2             24           3/4-10           2.5
       8             8           3/4-10             7             12           7/8-9             9              16          3/4-10          2.25            24            7/8-9            3
      10             12           7/8-9             8             16            1-8             10              24          7/8-9            2.5            32             1-8            3.5
      12             12           7/8-9           8.5             16          1-1/8-8           11              24          7/8-9           3.75            32          1-1/8-8          3.75
    1. Thread engagement in accordance with ASME B31.3.
    2. The 2-inch valve is only available in wafer style and is multirated to classes 150, 300 and 600. The 600 class stud bolts require 8 bolts, have a dia. of 5/8-11, and are 6 inches long.




                                                                                                             A3886/IL
     A3887/IL
                                      STUD BOLT                                                                                                    CAP SCREW
                                               Figure 4. Stud Bolts and Cap Screws for Installation (also see table 5)

                                                                                                              position MUST be at the back (waterway side) of
Valve Direction
                                                                                                              the disc.
The high performance butterfly valve is designed to
allow flow in either direction when in the open
                                                                                                              b. Phoenix III Seal: This seal is bidirectional. For
position. When in the closed position, high pressure
                                                                                                              best performance, high pressure at the closed
should be applied to a specific side of the disc to
                                                                                                              position should be applied to the back (waterway
provide best performance and optimal valve life (see
                                                                                                              side) of the disc.
list of seal types below). See figure 3.
                                                                                                              c. 2-Inch Seal: The preferred direction of
Applications with bi-directional seals, such as soft or
                                                                                                              installation is with high pressure at the front
Phoenix III, under normal operating conditions can
                                                                                                              (retaining ring side) of the disc. Reverse shutoff is
(at different times) experience pressure in both
                                                                                                              permissible at lower pressure (see the
directions; the highest of the two pressures should
                                                                                                              specifications table).
be exerted on the preferred side of the disc. If the
two pressures are equal, then the one lasting the
longest period of time should be applied to the
                                                                                                         Installing the Valve in the Pipeline
preferred side.

1. For PTFE, Reinforced PTFE, and UHMWPE
                                                                                                                                                  WARNING
seal rings: This seal is bidirectional. For optimal
performance, high pressure should be applied to the
front (retaining ring side) of the disc.
                                                                                                                     The edges of a rotating disc have a
                                                                                                                     shearing effect that may result in
2. For metal seal rings:
                                                                                                                     personal injury. To help prevent such
                                                                                                                     injury, stay clear of the disc edges
     a. NOVEX seal: The NOVEX seal is                                                                                when rotating the disc (key 3,
     uni-directional. High pressure at the closed                                                                    figure 14).


6
Instruction Manual
Form 5343
                                                                                                              8560 Valve
February 2007


                                                                                  be used. Improperly sized gaskets may
 Table 6. Special Spiral Wound Gasket Dimensions, Inches
                                                                                  increase the likelihood of 1) excessive
                                  Gasket             Gasket    Centering
Valve Size,
                                                                                  seat leakage, 2) damage due to contact
                   Class         Internal           Outside     Outside
  Inches
                                                               Diameter(1)
                                 Diameter           Diameter                      with valve internals, and 3) external
     3              150            4.25               5.00        5.375
                                                                                  leakage; which may result in personal
     3              300             4.25              5.00       5.875            injury and/or property damage due to a
     4              150             5.25             6.125       6.875            sudden increase or decrease of
     4              300             5.25             6.125       7.125            pressure within - or release of
  1. Dimension per API 601 and ASME 16.5 Flanges.
                                                                                  pressure from - the pipeline. The
                                                                                  special dimension spiral wound
                                                                                  gaskets can be obtained from your
                              CAUTION                                             local spiral wound gasket vendor.

      Damage to the disc will occur if any
                                                                                                       Note
      pipe flanges or piping connected to
      the valve interfere with the disc                                           The remaining single flange valve
      rotation path. If the piping flange has a                                   sizes (6- through 12-inch) and all wafer
      smaller inner diameter than what is                                         style valves (2- through 12-inch) use
      specified for schedule 80 piping,                                           the standard size spiral wound
      measure carefully to be certain the                                         gaskets. Only the single flange valves
      disc rotates without interference                                           in the sizes and pressures listed in
      before putting the valve into operation.                                    table 6 require special spiral wound
                                                                                  gaskets.

                              CAUTION                                        Select the appropriate gaskets for the application.
                                                                             Flat sheet, spiral wound (6- through 12-inch), or
                                                                             other gasket types made to ASME 16.5 group or a
      Damage to the disc (key 3) sealing                                     user’s standards can be used for Type 8560 valves
      surfaces may occur if the disc is not                                  depending on the service conditions and
      closed when the valve is being                                         applications.
      removed from the pipeline. If
      necessary, use a temporary pressure                                    3. Install the flange studs:
      source on the actuator to retain the
      disc in the closed position while
                                                                                                       Note
      removing the valve from the pipeline.
1. For Fail-Open Actuators: It will be necessary to                               Lubricate line flange studs or bolts
provide a temporary loading pressure to the actuator                              before inserting them into flanges. If
diaphragm to move the valve disc to the closed                                    necessary, provide additional support
position. Observe the above Warning when closing                                  for the control valve assembly
the valve. If a loading pressure is required, use                                 because of its combined weight.
caution when working with the valve. If the loading
                                                                                D Flange studs: Install two or more line flange
pressure is disconnected, the disc will open rapidly.
                                                                             studs into the line flanges to help hold the valve in
2. With the disc in the closed position, install line                        position while centering the valve. Carefully center
flange gaskets, and install the valve between the                            the valve on the flanges to ensure disc clearance.
pipeline flanges.
                                                                               D Select and install two pipe line gaskets.
                                 WARNING                                        D Flange Cap Screws: If line flange cap screws
                                                                             are used, be certain the cap screw threads engage
                                                                             the tapped holes to a depth equal to the flange cap
      If spiral wound gaskets are to be used                                 screw diameter.
      with a 3- or 4-inch Class 150 or 300
      single flange valve, special spiral                                    4. Install the remaining line flange bolting to secure
      wound gaskets conforming to the                                        the valve in the pipeline. Tighten the nuts to the line
      dimensions listed in the table 6 MUST                                  flange studs, or cap screws, in a crisscross pattern


                                                                                                                                     7
Instruction Manual
                                                                                                             Form 5343
8560 Valve                                                                                                February 2007


to ensure proper alignment of valve, gaskets, and                     END PLATE OF ACTUATOR
                                                                                              CAP SCREW
                                                                      MOUNTING YOKE
flanges.                                                                                                  A        VALVE
                                                                                              (KEY 22)



Packing Adjustment and Shaft Bonding

                        WARNING

     Personal injury could result from
     packing leakage. Valve packing was
     tightened before shipment; however
     the packing might require some                                                                       A
     readjustment to meet specific service
     conditions. Check with your process                                   VIEW A A
                                                              B2434 / IL

     or safety engineer for any additional
                                                            Figure 5. Optional Shaft-to-Valve Body Bonding Strap
     measures that must be taken to
                                                                                  Assembly
     protect against process media.

                                                                  damage, make sure the valve is
                      CAUTION                                     grounded to the pipeline before
                                                                  placing the valve assembly into
                                                                  service.
     Use caution when tightening packing
     follower nuts because over-tightening                        Standard PTFE packing is composed
     the nuts will accelerate wear and could                      of a partially conductive carbon-filled
     produce higher rotating friction loads                       PTFE female adaptor with PTFE V-ring
     on the valve stem.                                           packing. Standard graphite packing is
                                                                  composed of all conductive graphite
1. For PTFE or graphite packing: tighten standard
                                                                  ribbon packing rings. Alternate
packing follower nuts only enough to prevent shaft
                                                                  shaft-to-valve body bonding is
leakage. Excessive tightening of packing will
                                                                  available for hazardous service areas
accelerate wear and could produce higher rotating
                                                                  where the standard packing is not
friction loads on the valve stem. If necessary, refer to
                                                                  sufficient to bond the shaft to the
the Packing Maintenance section.
                                                                  valve (see the following step).
2. ENVIRO-SEAL Packing System will not require
                                                                  For oxygen service applications it is
this initial re-adjustment. Refer to the separate
                                                                  necessary to provide alternate
ENVIRO-SEAL Packing System for Rotary Valves
                                                                  shaft-to-valve body bonding according
instruction manual (Form 5305) for repair and
                                                                  to the following step.
replacement procedures.
                                                           4. Attach the bonding strap assembly (key 131,
3. For hazardous atmosphere or oxygen service
                                                           figure 5) to the shaft with the clamp (key 130,
valves, read the following Warning, and provide the
                                                           figure 5), and connect the other end of the bonding
bonding strap assembly mentioned below if the
                                                           strap assembly to the valve with the cap screw
valve is used in an explosive atmosphere.
                                                           (key 22, figure 5).
                                                           5. For more information, refer to the Packing
                        WARNING                            Maintenance subsection below.

     The valve drive shaft is not necessarily
     grounded to the pipeline when
     installed. Personal injury or property
                                                           Maintenance
     damage could result from an explosion
     caused by a discharge of static                       Valve parts are subject to normal wear and must be
     electricity from the valve components                 inspected and replaced as necessary. The
     if the process fluid or the atmosphere                frequency of inspection and replacement depends
     around the valve is flammable. To                     upon the severity of service conditions. Instructions
     avoid personal injury or property                     are given in this section for replacing packing, seal


8
Instruction Manual
Form 5343
                                                                                       8560 Valve
February 2007


                                                               D The edges of a rotating disc have
ring, disc, shaft, bearings, and other valve parts.
Also, instructions are provided for changing valve          a shearing effect that may result in
action, mounting, and adjusting the actuator. Refer         personal injury. To help prevent such
to the actuator instruction manual for additional           injury, stay clear of the disc edges
information for mounting and adjusting the actuator.        when rotating the disc (key 3).
                                                              D Check with your process or safety
                                                            engineer for any additional measures
                     CAUTION                                that must be taken to protect against
                                                            process media.
     It is possible to damage the valve if the
     actuator travel stops are not properly                                 CAUTION
     adjusted before stroking the valve.
                                                            During any of the following steps, do
                                                            not rotate the disc past 90 degrees in
                       WARNING                              the open direction. Rotating the disc
                                                            past 90 degrees can damage the seal
                                                            ring.
     Avoid personal injury or property
     damage from sudden release of
     process pressure or bursting of parts.
                                                       Stopping Leakage
     Before performing any maintenance
                                                       For PTFE-filled or graphite standard packing
     operations:
                                                       arrangements covered in this manual, often leakage
        D Always wear protective gloves,               from the packing can be stopped by tightening the
     clothing, and eyewear when                        packing flange nuts just enough to stop the leak.
     performing any maintenance
     operations to avoid personal injury.
                                                                            CAUTION
        D Disconnect any operating lines
     providing air pressure, electric power,
     or a control signal to the actuator. Be                Use caution when tightening the nuts
     sure the actuator cannot suddenly                      because over-tightening the nuts can
     open or close the valve.                               damage packing box parts.
        D Use bypass valves or completely                 D If tightening the packing flange nuts does not
     shut off the process to isolate the               stop the leakage, use the following procedures to
     valve from process pressure. Relieve              remove the control valve assembly from the pipeline.
     process pressure from both sides of               Remove the actuator when removing and replacing
     the valve. Drain the process media                packing parts.
     from both sides of the valve.
                                                          D If the leakage comes from the outside diameter
        D Vent the pneumatic actuator
                                                       of the packing box, it is possible that the leakage is
     loading pressure and relieve any
                                                       caused by nicks or scratches on the packing box
     actuator spring precompression.
                                                       wall. Carefully inspect the packing box bore and
        D Use lock-out procedures to be                valve drive shaft when the packing is removed. Use
     sure that the above measures stay in              the following steps to remove the actuator and to
     effect while you work on the                      remove and replace the packing parts.
     equipment.
        D The valve packing box may
                                                       Removing the Actuator
     contain process fluids that are
     pressurized, even when the valve has              1. Isolate the control valve from the line pressure,
     been removed from the pipeline.                   release pressure from both sides of the valve body,
     Process fluids may spray out under                and drain the process media from both sides of the
     pressure when removing the packing                valve. If using a power actuator, also shut off all
     hardware or packing rings, or when                pressure lines to the power actuator, and release all
     loosening the packing box pipe plug.              pressure from the actuator. Use lock-out procedures


                                                                                                           9
Instruction Manual
                                                                                                             Form 5343
8560 Valve                                                                                                February 2007


to be sure that the above measures stay in effect
while you work on the equipment.



                     CAUTION                                                                              ACTUATOR ROD

                                                                                                           TURN BUCKLE

                                                                                                           ACTUATOR ROD
     Damage to the disc (key 3) sealing                                                                    END BEARING
                                                                                                            ACTUATOR LEVER
     surfaces may occur if the disc is not
                                                                                                                LEVER INDEX
     closed when the valve is being                                                                             MARKS (4)
     removed from the pipeline. If                                                ACTUATOR                      VALVE SHAFT
                                                                                  LOCKING                       INDEX MARK
     necessary to overcome spring force,                                          CAP SCREW
     use a temporary pressure source on
     the actuator to close the disc. Also,
                                                               TYPICAL ACTUATOR               SECTIONAL THROUGH
     maintain the pressure to retain the
                                                                   (TYPE 1052)                     HOUSING
     disc in the closed position while                   C0784 / IL
                                                                            Figure 6. Lever-Shaft Orientation
     removing the valve from the pipeline.
2. Be sure the disc is in the closed position before
attempting to remove the valve from the pipeline or
                                                        of the valve drive shaft and the valve body with
flanges.
                                                        respect to the actuator case and lever arm. Refer to
                                                        the Actuator Mounting section and figure 7 for the
                                                        location of the marks on the valve drive shaft end.
                       WARNING                          Additional information is provided in the actuator
                                                        manual to assist with disassembly, re-assembly, and
                                                        travel adjustments. When removing the valve drive
                                                        shaft from the actuator lever, do not loosen the
     The edges of a rotating disc close with
                                                        actuator turnbuckle adjustment. Remove the cap
     a shearing effect that may result in
                                                        screw from the actuator lever (figure 7).
     personal injury. To help prevent such
     injury, stay clear of the disc edges
     when rotating the disc (key 3).
For Fail-Open Actuators: It will be necessary to
                                                                                       CAUTION
provide a temporary loading pressure to the actuator
diaphragm to move the valve disc to the closed
position. Observe the above Warning when closing
the valve. If a loading pressure is required, use                     When removing the actuator from the
caution when working with the valve. If the loading                   valve, do not use a hammer or similar
pressure is disconnected, the disc will open rapidly.                 tool to drive the actuator lever off the
                                                                      valve shaft. Driving the lever off the
3. With the disc in the closed position, remove line                  valve shaft could damage the disc,
bolting, remove the control valve assembly from the                   seal ring, bearings or valve body.
pipeline, and place it on a flat working surface with
the seal retainer ring facing up.                                     If necessary, use a wheel puller to
                                                                      remove the actuator lever from the
4. If a grounding strap is used (see figure 5),
                                                                      valve shaft. It is okay to tap the wheel
remove the hex nut to release the end of the strap.
                                                                      puller screw lightly to loosen the lever,
Remove the clamp (key 130) and strap (key 131).
                                                                      but hitting the screw with excessive
                                                                      force could damage the disc, seal ring,
5. Note the orientation of the actuator with respect
                                                                      bearings or valve body.
to the valve body (see figure 6), and remove the
actuator cover to note the lever orientation with
                                                        6. Remove the actuator mounting screws (key 14,
respect to the valve drive shaft (see figure 7).
                                                        figure 14).
When re-assembling the control valve assembly, you
will need to correctly position the marks on the end    7. Remove the valve from the actuator.


10
Instruction Manual
Form 5343
                                                                                              8560 Valve
February 2007




 C0784 / IL



                                   Figure 7. Actuator Mounting Styles and Positions


                                                               figure 8 unless otherwise noted.
Packing Maintenance
Standard graphite packing is composed of all                   1. Remove the packing flange nuts (key 101 ) and
conductive packing rings. PTFE-filled packing has a            the packing flange (key 102).
partially conductive packing ring (such as a
                                                               2. Remove the old packing rings, using a formed
carbon-filled PTFE female adaptor) to electrically
                                                               hook.
bond the shaft to the valve body.
If the valve is equipped with the optional
ENVIRO-SEAL Packing System, refer to the                                              CAUTION
separate ENVIRO-SEAL Packing System for Rotary
Valves instruction manual (Form 5305) for packing
                                                                     Carefully use the hook. Avoid
maintenance procedures.
                                                                     damaging the drive shaft or packing
When replacing the packing, it is recommended to                     box wall. Scratches on valve surfaces
remove the control valve assembly from the pipeline                  can cause leakage. (Note: the packing
because valve/actuator adjustments must be made                      box ring (Key 107) can remain in place
with the valve out of the pipeline.                                  when replacing packing only.)
                                                               3. Clean all accessible metal parts and surfaces to
Disassembly                                                    remove particles that would prevent the packing
Key numbers and part locations are shown in                    from sealing.


                                                                                                                 11
Instruction Manual
                                                                                      Form 5343
8560 Valve                                                                         February 2007




43A5323-D




             Figure 7. Actuator Mounting Styles and Positions (continued)



12
Instruction Manual
Form 5343
                                                                                             8560 Valve
February 2007


Assembly
                                                                                  CAUTION
Inspect the shaft: If it is damaged, it cannot make a
good seal with the packing, and it must be replaced.
                                                                Use caution when tightening the nuts.
If the leakage comes from the outside diameter of
                                                                Overtightening the nuts can damage
the packing, it is possible that the leakage is caused
                                                                packing box parts and result in
by nicks or scratches around the packing box wall.
                                                                increased drive shaft friction.
Inspect the packing box wall for nicks and scratches
when performing the following procedures.
                                                           Seal Ring Maintenance for 3- through
If the valve is equipped with the ENVIRO-SEAL
packing system refer to the ENVIRO-SEAL Packing            12-Inch Sizes
System for Rotary Valves instruction manual for
                                                           Perform this procedure if the control valve is not
assembly.
                                                           shutting-off properly (if it is leaking downstream). It is
                                                           recommended, but not required, to remove the
                                                           actuator for easier handling of the valve during the
                                                           following procedures.
                          Note

     Except with oxygen service, lightly
                                                                                  CAUTION
     lubricate new PTFE V-rings with a
     silicone-base lubricant to aid in
     assembly.                                                  During any of the following steps, do
                                                                not rotate the disc past 90 degrees in
                                                                the open direction. Rotating the disc
                                                                past 90 degrees can damage the seal
                        WARNING                                 ring.
                                                           Key numbers are shown in figure 14 unless
                                                           otherwise noted.
     Do not lubricate parts when used in
     oxygen service, or where the
                                                           Disassembly
     lubrication is incompatible with the
     process media. Any use of lubricant                   Refer to the Removing the Actuator section. Most
     can lead to the sudden explosion of                   maintenance procedures will require the actuator to
     media due to the oil/oxygen mixture,                  be removed.
     causing personal injury or property
                                                           1. Remove the retainer ring (key 2, figure 10):
     damage.
                                                           For valves with press-fit retainer rings:
1. Install the new packing parts (see figure 8). Install
                                                              D Place the valve on blocks with the seal retainer
the packing follower and finger tighten the packing
flange nuts onto the studs only enough to stop             facing down. (Note: Position blocks so they do not
leakage.                                                   restrict the retainer ring removal.)
2. If the valve was equipped with a bonding strap
                                                               D Rotate the disc to the open position as shown
assembly (figure 5), re-install the assembly.
                                                           in figure 9.
3. Refer to the Actuator Mounting section of this
                                                              D Locate one of the knock-out points machined
manual. If necessary, refer to the separate actuator
                                                           on the retainer ring. Using a hammer and flat end
instruction manual for adjustment procedures.
                                                           punch on the knock-out point, pop out the retainer
                                                           ring from the valve body.
4. When the control valve is being placed into
operation, check around the packing follower for
leakage.
                                                                                  CAUTION
For PTFE-filled or graphite standard packing
arrangements covered in this manual, leakage from
the packing can often be stopped by tightening the              When popping out the retainer ring, be
packing flange nuts just enough to stop the leak.               very careful to hit only the knock-out


                                                                                                                 13
Instruction Manual
                                                                                                                     Form 5343
8560 Valve                                                                                                        February 2007




                                                            PACKING FOLLOWER
                                                            (KEY 102)


                                                            PACKING SET
                                                            (KEY 105)
                                                                                                                    1


                                                                   PACKING RING
                                                                   (KEY 108)
                                                             PACKING BOX RING
                                                             (KEY 107)
                                                                                        GRAPHITE RIBBON PACKING
                             PTFE V RING PACKING

                                                           STANDARD PACKING

                                PACKING
                                FLANGE
                                                                                                 PACKING FLANGE
                                (KEY 102)
                                                                                                 NUT
                                                                                                 (KEY 101)

                           SPRING PACK
                                                                                                 LUBRICANT
                           ASSEMBLY
                                                                                                 (KEY 113)
                           (KEY 103)

                      ANTI-EXTRUSION
                      RING                                                                       PACKING FLANGE
                      (KEY 106)                                                                  STUD
                                                                                                 (KEY 100)


                                                                                                 PACKING BOX
                              PACKING SET                                                        RING
                              (KEY 105)                                                          (KEY 107)




                                                     ENVIRO SEALr PTFE PACKING SYSTEM


                                PACKING
                                FLANGE
                                (KEY 102)                                                        PACKING FLANGE
                                                                                                 NUT
                                                                                                 (KEY 101)
                          SPRING PACK
                          ASSEMBLY
                                                                                                 LUBRICANT
                          (KEY 103)
                                                                                                 (KEY 113)


                                                                                                 PACKING FLANGE
                                                                                                 STUD
                                                                                                 (KEY 100)

                                                                                                 PACKING BOX
                                                                                                 RING
                                                                                                 (KEY 107)
                          PACKING SET
                          (KEY 105)




                                                   ENVIRO SEALr GRAPHITE PACKING SYSTEM
     NOTE:
      1 INCLUDES ZINC WASHERS FOR GRAPHITE
     RIBBON PACKING ONLY
     11B5895-A
     10B6817-A

                                                    Figure 8. Packing Arrangements
     42B8445-B
     C0785-1 / IL




14
Instruction Manual
Form 5343
                                                                                           8560 Valve
February 2007



                                                                                CAUTION

                                                               Do not install the seal ring without the
                                                               disc being in place. The seal ring
                                                               could be damaged while installing the
                                                               disc.


                                                                                  WARNING

                                                               Do not lubricate parts when used in
                                                               oxygen service, or where the
  A6304 / IL

               Figure 9. Retainer Ring Knock-Out Flat          lubrication is incompatible with the
                                                               process media. Any use of lubricant
                                                               can lead to the sudden explosion of
         points. Hitting anywhere else can
                                                               media due to the oil/oxygen mixture,
         cause non-repairable damage to the
                                                               causing personal injury or property
         t-slot area.
                                                               damage.
   D Clean all sealing surfaces and parts before
re-assembly.
                                                                                CAUTION
For valves with screwed retainer rings

   D Place the valve on blocks with the seal retainer          Do not rotate the disc past 90 degrees
facing up.                                                     in the open direction. Rotating the disc
                                                               past 90 degrees can damage the seal
   D Remove the retainer ring screws (key 17). If              ring or other component parts.
necessary, use two of the retainer screws in the
tapped holes in the retainer ring (key 2, figure 14) to
jack the retainer ring loose from the valve body                                    Note
surface.
                                                               PTFE, NOVEX, and Phoenix Ill seal
2. Remove the seal ring from the valve body seal               rings used in other valve types are not
ring slot.                                                     interchangeable with seal rings used
                                                               in the Type 8560 valve. The Type 8560
For valves with PTFE seal rings, remove the
                                                               seal rings are not interchangeable with
spring (key 5) as it may be necessary to re-install the
                                                               seal rings in any other valve type. To
spring into the new PTFE seal ring.
                                                               order seal rings for this valve, provide
For valves with metal seals, remove the gasket                 the serial number on the valve.
(key 16) from the valve body surface, and discard it
                                                          1. Installing PTFE seal rings:
as replacement is recommended.
3. If it is necessary to replace the disc, drive shaft,      a. The valve disc should be open while installing
and the bearings, refer to that section below before         the seal ring. If not, rotate the disc to the open
proceeding with the assembly procedures for the              position as shown in figure 10.
seal ring and retainer. The seal ring could be
damaged if it is in place while removing the disc.
                                                             b. Hook the spring ends together, insert the
                                                             spring (see figure 11) into the groove in the seal
Assembly                                                     ring, and work the spring into the recess in the
                                                             PTFE seal ring.
Place the valve on blocks with the seal retainer
facing up. If the replacement disc, shaft, and
bearings have not been installed in the valve body,          c. Install the seal ring assembly into the slot in
go to the proper assembly procedures to install              the valve body as shown in figure 11. Refer to
them.                                                        Installing the retainer ring steps below.


                                                                                                              15
Instruction Manual
                                                                                                                                 Form 5343
8560 Valve                                                                                                                    February 2007




                                      1
                                                                   DISC STOP


                                                                  INDICATES
                                                                  APPROXIMATE
                                TO OPEN
                                                                  DISC POSITION




                                          2
                                                                   ACTUATOR END
                                                                   OF VALVE SHAFT

                                      1
                                                                   2


                                                                RETAINER
                                                                RING
                                                                (KEY 2)


                                                                   2
                                                DISC IN THE                                 DISC IN THE
                                              CLOSED POSITION                              OPEN POSITION
                                                          DISC ROTATION INDICATION
                                                         FOR 2 THROUGH 12 INCH SIZES
                         NOTE:
                                                                                  2
                          1                                                            LOCATION OF C MARKINGS, FOR 2-INCH SIZE ONLY
                              SET ACTUATOR TRAVEL STOPS TO OBTAIN AN
                         EQUAL DISTANCE TO DISC SURFACE AS SHOWN.
                         A6303-2/IL


                                                      Figure 10. Disc Rotation Indication


2. Installing metal seals:
                                                                                                        CAUTION
       For metal seals only, it may be
       necessary to apply a dry film lubricant
                                                                                      The seal ring will be damaged if the
       or equivalent moly disulfide to the
                                                                                      disc remains in the closed position
       sealing surfaces of the disc, seal and
                                                                                      during seal and retainer ring assembly.
       the seal retainer groove. Prior to
       applying the lubricant the sealing
                                                                                  b. Install the metal seal ring assembly (see
       surfaces should be inspected for
                                                                                  figure 11).
       injurious defects. Surfaces can be
       polished using a scuffing hand pad or                               3. Installing the retainer ring:
       equivalent. The edge of the seal that
                                                                                  a. Valves with PTFE seal rings do not require a
       contacts the retaining ring groove
                                                                                  retainer ring gasket (key 16).
       should also be inspected and polished
       if necessary.
                                                                                  b. Valves with metal seals require a retainer ring
                                                                                  gasket (key 16).

                          Note
                                                                                                        CAUTION
       Use the appropriate lubrication on
       parts when used in oxygen service, or                                          When handling the new retainer ring
       where the lubrication is incompatible                                          gasket, be sure to avoid kinking,
       with the process media.                                                        cracking, or breaking the gasket.
                                                                                      Damage to the gasket can cause
     a. Rotate the disc to the open position as shown                                 leakage between the seal retainer and
     in figure 10.                                                                    valve body.


16
Instruction Manual
Form 5343
                                                                                                                        8560 Valve
February 2007


                                                                                                                                   VALVE
                                                                                        RETAINING
                                                                                                                                   BODY
                                                                  VALVE BODY            RING
               RETAINING
               RING

                                                                                        SPRING

        PRESSURE-ASSISTED
        SEAL                                                                                                                       SEAL
                                                                                        PRESSURE-                                  RING
                                                                                        ASSISTED
                                                                                        SEAL

                                                                                          HIGH
        HIGH PRESSURE
                                                                                          PRESSURE
        SHUTOFF
                                                                                          SHUTOFF


                                                                                       DISC FACE
        DISC
        FACE
                                                                                                       BIDIRECTIONAL SEAL
                                     2 INCH METAL SEAL                                       PTFE, REINFORCED PTFE, AND UHMWPE SEALS
        B1558-3 / IL




                       GRAPHITE                                                                            RETAINING
                       GASKET                                VALVE                                         RING                 VALVE
                                                             BODY                                                               BODY
                                                             PRESSURE-
                                                             ASSISTED
                                                                                     GRAPHITE
                                                             SEAL
                                                                                     GASKET
                                                             SEAL RING


                                                                                                                                SEAL RING
                                                                                    BACKUP
                                                                                    O-RING
                                                             HUB SIDE
                                                                                                                                   HUB SIDE
                                                             OF DISC
                   RETAINING                                                                                                       OF DISC
                   RING
                                                            HIGH
                                                                                                                                 HIGH
                                                            PRESSURE
                                                                                                                                 PRESSURE
                                                            SHUTOFF
                                                                                                                                 SHUTOFF
                                                                                           RESILIENT
                                  UNIDIRECTIONAL SEAL                                      INSERT
                                                                                                        BIDIRECTIONAL SEAL
                                  NOVEX METAL SEAL
                                                                                                       PHOENIX III METAL SEAL
               A6301–1 / IL
                                                         Figure 11. Available Seal Configurations


   c. Lay the gasket (key 16) down so that it is                                        retainer ring surfaces when installing
   accurately centered on the valve body.                                               the ring.
                                                                                      e. The retainer ring is properly seated when the
4. For valves with press-fit retainer rings
                                                                                      face of the retainer ring is flush with the face of
   a. Wipe excessive oil off the retainer ring outside                                the valve body.
   diameter, and off the retainer counterbore in the
   valve body.                                                                        f. To ensure proper seal performance for metal
                                                                                      seals, you may need to use the hammer to drive
   b. Rotate the disc to the open position.                                           the disc open for the first few times. When closing
                                                                                      the valve, use the C-clamps discussed in the next
   c. Lay the retainer ring on the valve body.                                        few steps.

   d. Use a press, or a soft-faced hammer to press
   the retainer ring into its groove in the valve body.                                                    CAUTION

                                                                                        Do not damage the gasket seating
                                  CAUTION                                               surfaces on either the valve body or
                                                                                        the retainer ring when installing or
     It takes a considerable amount of force                                            removing the C-clamps. Protect the
     with a hammer to drive the retainer                                                gasket surface by using a soft material
     ring into place. Be sure not to damage                                             between the clamp and valve


                                                                                                                                              17
Instruction Manual
                                                                                                     Form 5343
8560 Valve                                                                                        February 2007


       body/retaining ring serrations to avoid             1. Isolate the control valve from line pressure, and
       damage.                                             relieve pressure from the valve body. Shut off and
                                                           disconnect all lines from the power actuator.
     g. Use three C-clamps to hold the retainer in
     place. Locate one of the C-clamps near the travel
                                                                                   WARNING
     stop in the valve body, and the other two at 120
     degrees from the stop.
                                                                The edges of a rotating disc have a
     h. When cycling the disc for the first three times,        shearing effect that may result in
     use a dead-blow hammer with a soft head to                 personal injury. To help prevent such
     drive the disc closed. Also, you may need to use           injury, stay clear of the disc edges
     the hammer to drive the disc open for the first few        when rotating the disc (key 3).
     times.

5. For valves with screwed retainer rings                                        CAUTION
     a. Match the retainer ring with the holes in the
                                                                Damage to the disc (key 3) may occur
     valve by punching two holes in the gasket to
                                                                if the disc is not closed when the valve
     locate where the screw holes are in the valve.
                                                                is being removed from the pipeline. If
                                                                necessary, pressure the actuator
     b. Lay the retainer ring over the gasket, while
                                                                temporarily to retain the disc in the
     lining it up with the punched holes. Also insert
                                                                closed position while removing the
     two retainer screws (key 17). Finger tighten them.
                                                                valve from the pipeline.
                                                           2. Unscrew the flange bolts, and remove the valve
     c. Press the remaining screws through the
                                                           from the pipeline.
     gasket material and finger tighten them. When all
     retainer screws are in place, tighten them in a       3. Unscrew the machine screws (key 17), and
     crisscross pattern.                                   remove the seal retainer (key 2). Also remove the
                                                           retainer clip (key 30).
     d. The retainer ring is properly seated when the
                                                           4. Remove the seal ring or seal ring assembly
     retainer face is nearly flush with the face of the
                                                           (key 4). The spring (key 5) is removed with a PTFE
     valve.
                                                           seal ring.
6. Turn the disc into and out of the seal ring several     5. For 316 stainless steel seal ring assemblies,
times, to help break in the seal and reduce actuator       replace the gaskets (key 4C) if the entire seal ring
torque requirements during adjustment.                     assembly is not replaced. Scrape off the old gaskets
                                                           from both sides of the seal ring and the seal ring
7. If replacing the packing, remove all packing parts
                                                           sides of the valve body (key 1) and seal retainer.
from the valve body. Upon re-assembly of the valve,
                                                           Clean the gasket surfaces.
refer to the Packing Maintenance procedures to
replace the packing.                                       6. Reconnect or mount the actuator (if it was
                                                           removed) before proceeding.
                                                           For an actuator with adjustable travel, also adjust the
Seal Ring Maintenance for 2-Inch Size                      actuator before proceeding. This is necessary due to
This procedure is to be performed if the control valve     the measurements that must be made during the
is not shutting off properly (that is, leaking             actuator adjustment process.
downstream). This procedure does not require
                                                           Refer to the Actuator Mounting section of this
removing the actuator from the valve body. Part key
                                                           manual and to the separate actuator instruction
numbers are shown in figure 15.
                                                           manual for mounting and adjusting instructions.
                                                           7. The valve should be closed during seal ring
                                                           installation to permit accurate centering of the seal.
                         WARNING
                                                           To install the new seal ring:
       Refer to the WARNING at the                         For a PTFE seal, if the spring (key 5) was
       beginning of the Maintenance section                disassembled, hook the spring ends together. Work
       in this instruction manual.                         the spring into the recess in the seal ring (key 4).


18
Instruction Manual
Form 5343
                                                                                         8560 Valve
February 2007


Install the seal ring and spring assembly into the       3. Place the valve on a flat working surface with the
recess in the valve body as shown in figure 15. For a    seal ring slot facing down.
complete 316 stainless steel seal ring assembly,         4. Use blocks to raise the valve body high enough
install the seal ring assembly as shown in figure 15.    to allow the disc to be rotated to the fully open
                                                         position (see figure 10).
                                                         5. Rotate the disc (key 3) to the fully open position.
                      CAUTION
                                                         6. Locate the small ends of the taper pins. Drive the
                                                         two taper pins (key 10) out towards the larger end of
     New seal ring gaskets (key 4C) are                  the pins. (Note: Attempting to drive the taper pins in
     very fragile and must be handled very               the opposite direction only tightens the pins.) Also,
     carefully to avoid gasket kinking,                  remove the hollow pins (key 9) from the disc/shaft
     cracking, or breakage that can cause                connection using the tool shown in figure 13.
     leakage between the seal ring, seal
     retainer, and valve body. To avoid                                           Note
     gasket damage, make sure that the
                                                              Make the tools for removal and
     valve body is lying flat so that the
                                                              installation of the hollow pin shown in
     gaskets do not shift before the
                                                              figure 13.
     following steps are completed.
                                                         7. Unscrew and remove the packing flange nuts
8. For a 316 stainless steel seal ring on which the
                                                         (key 101), and the packing flange (key 102).
gaskets will be replaced, lay the following parts
down in order so that they are accurately centered
on the valve body: one new gasket; the seal ring                                WARNING
oriented as shown in figure 15; and the second new
gasket.
                                                                Once the shaft has been removed in
9. Attach the seal retainer and, if used, the retainer          the following step, the disc may fall
clips and washers to the valve body and secure with             out of the valve body cavity. To avoid
the machine screws. Tighten the machine screws                  personal injury and property damage,
evenly so as not to crack or break the 316 stainless            support the disc to prevent it from
steel seal ring gaskets, if used.                               falling as the shaft is being removed.
                                                         8. Pull the shaft out of the valve body, and remove
Be certain the disc is closed before installing the
                                                         the disc (key 3) from the valve body bore.
valve according to the Installation section of this
instruction manual.                                      9. If the packing is to be replaced, remove all the
                                                         packing parts from the valve body. Upon
                                                         re-assembly of the valve, refer to the Packing
Disc, Drive Shaft, and Bearing                           Maintenance procedures to replace the packing
Maintenance for 3- through 12-Inch                       parts.
Sizes                                                    10. Remove both of the bearings (key 6) from the
                                                         valve body. For Class 150 valves with metal
This procedure is to be performed when replacing
                                                         bearings, refer to the following note.
the valve disc, drive shaft, taper pins, hollow pins,
and bearings due to wear or damage to one or more
                                                                                  Note
component parts.
                                                              Class 150 valves with metal bearing
Key numbers are shown in figure 14 unless
                                                              assemblies have three parts. A disc
otherwise noted.
                                                              spacer, bearing, and bearing spacer
                                                              (keys 7, 6, and 13) are used in place of
Disassembly                                                   a single piece bearing. The disc
1. Loosen the packing flange nuts (key 101). This             spacers may fall out of the valve when
allows the drive shaft (key 8) to turn without the            the disc is removed. If needed for
friction caused by the packing.                               re-assembly, retain disc spacer and
                                                              bearing spacer parts.
2. Remove the actuator using the steps provided in
the Removing the Actuator procedures above, and          11. Clean all the sealing surfaces and parts, and
remove the seal ring using the steps provided in the     inspect and/or obtain replacements before
seal ring maintenance procedures above.                  assembly.


                                                                                                             19
Manual 8560
Manual 8560
Manual 8560
Manual 8560
Manual 8560
Manual 8560
Manual 8560
Manual 8560
Manual 8560
Manual 8560
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Manual 8560

  • 1. Instruction Manual Form 5343 8560 Valve February 2007 Type 8560 Eccentric Disc Butterfly Control Valve Contents Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Scope of Manual . . . . . . . . . . . . . . . . . . . . . . . . . 1 Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Valve Orientation . . . . . . . . . . . . . . . . . . . . . . . . . 4 Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Packing Maintenance . . . . . . . . . . . . . . . . . . . . 11 Seal Ring Maintenance for 3- through 12-Inch Sizes Only . . . . . . . . . . . . . . . . . . . . 13 Seal Ring Maintenance for 2-Inch Size . . . . . 18 Disc, Drive Shaft and Bearing Maintenance for 3- through 12-Inch Sizes Only . . . . . . . . 19 Disc, Drive Shaft and Bearing Maintenance for 2-Inch Size . . . . . . . . . . . . . . . . . . . . . . . . 21 W8299 Actuator Mounting . . . . . . . . . . . . . . . . . . . . . . . 22 Figure 1. Type 8560 Valve with Type 1052 Actuator and Parts Ordering . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 DVC6000 Series Digital Valve Controller Retrofit Kits for ENVIRO-SEALr Packing . . . 24 Repair Kits for ENVIRO-SEAL Packing . . . . . 24 Parts List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Description Introduction The seal design of the Type 8560 eccentric disc high performance butterfly valve provides excellent shutoff capability. The valve includes PTFE-filled or Scope of Manual graphite packing rings that electrically bond the shaft to the valve body. This valve has a spline drive shaft This instruction manual includes installation, end, and soft or metal seal rings for use in a wide maintenance, and parts information for 2- through variety of applications. 12-inch Type 8560 Eccentric Disc Butterfly Control Valves (see figure 1). Refer to separate instruction manuals for information covering the actuator and Note accessories. Do not install, operate, or maintain a Type 8560 Neither Emerson, Emerson Process valve without first D being fully trained and qualified Management, nor any of their affiliated in valve, actuator, and accessory installation, entities assumes responsibility for the operation, and maintenance, and D carefully reading selection, use, and maintenance of any and understanding the contents of this manual. If product. Responsibility for the you have any questions concerning these selection, use, and maintenance of any instructions, contact your Emerson Process product remains with the purchaser Managementt sales office. and end-user. D102013X012 www.Fisher.com
  • 2. Instruction Manual Form 5343 8560 Valve February 2007 Table 1. Specifications Valve Size and End Connection Styles Flow Characteristics J 2, J 3, J 4, J 6, J 8, J 10, and Approximately linear J 12-inch valves and in Wafer or Single flanged style (2-inch available in wafer only) Disc Rotation Clockwise to close (when viewing from the drive Maximum Inlet Pressure(1) shaft end) through 90 degrees of disc rotation Carbon Steel and Stainless Steel Valve (see figure 10) Bodies: Consistent with Class 150 and 300 pressure/temperature ratings per ASME B16.34 Flow Direction unless limited by material temperature See figure 3 capabilities. 2-inch size is also consistent with Class 600. Actuator/Valve Action Maximum Pressure Drops(1) With the diaphragm or piston actuators, the valve Consistent with Class 150 and 300 action is field-reversible. Refer to information in pressure-temperature ratings per ASME B16.34 the Installation section. except for PTFE, UHMWPE and Phoenix III seals which are derated at some higher Valve Classification pressure-temperature values. Refer to figure 2 Face-to-face dimensions of 3- through 12-inch sizes are in Class 150 and 300, and meet Shutoff Classifications API 609 or MSS-SP-68 standards for face-to-face J PTFE, Reinforced PTFE, and UHMWPE(3) dimensions of wafer-style and single flange Seals: Bidirectional shutoff to Class VI per valves. ANSI/FCI 70-2 and IEC 60534-4. J 2 Inch Metal Seal: Bidirectional shutoff. Shaft Diameters 0.001% of maximum valve capacity (1/10) of See table 2 Class IV per ANSI/FCI 70-2 and IEC 60534-4. Maximum Pressure drop is 51 bar (740 psi) Approximate Weights forward and 6.9 bar (100 psi) reverse. J NOVEX Seal: For 3- through 12-inch sizes. See table 2 Unidirectional shutoff is 0.0001% of maximum ENVIRO-SEALr Packing valve capacity (1% of Class IV) in the reverse flow direction per ANSI/FCI 70-2 and IEC 60534-4. This optional PTFE or graphite packing system J Phoenix III Seal: For 3- through 12-inch sizes. provides excellent sealing, guiding, and Bidirectional shutoff to Class VI per ANSI/FCI transmission of loading forces to control liquid and 70-2 and IEC 60534-4. For the optional gas emissions (see figure 8). See bulletin 59.3:41 Phoenix III Fire-Tested seal, consult your ENVIRO-SEAL Packing System for Rotary Valves Emerson Process Management sales office. for more information. 1. The pressure/temperature limits in this manual and any applicable standard or code limitation for valves should not be exceeded. 2. For components selection and applicable fire tested standards and codes, consult your Emerson Process Management sales office. 3. UHMWPE stands for ultra high molecular weight polyethylene. 2
  • 3. Instruction Manual Form 5343 8560 Valve February 2007 Table 2. Valve Size, Shaft Diameter, and Approximate Weight APPROXIMATE WEIGHT SHAFT DIAMETER VALVE SIZE SIZE, Wafer-Style Single-Flange CLASS INCHES mm Inches kg Pounds kg Pounds 2 150/300/600 12.7 1/2 4.3 9.5 --- --- 150 12.7 1/2 4.5 10 6.4 14 3 300 15.9 5/8 5.9 13 11 25 150 15.9 5/8 8.6 19 11 24 4 300 19.1 3/4 10 23 18 39 150 19.1 3/4 13 29 16 35 6 300 25.4 1 15 33 27 59 150 25.4 1 21 47 27 59 8 300 31.8 1-1/4 24 53 42 93 150 31.8 1-1/4 34 75 40 88 10 300 38.1 1-1/2 44 96 78 172 150 38.1 1-1/2 49 107 62 137 12 300 44.5 1-3/4 64 141 131 288 Installation Table 3. Maximum Allowable Inlet Pressure for M35-1 and CW2M Valve Bodies(1) The valve is normally shipped as part of a control M35-1 CW2M TEMPER- TEMPER valve assembly, with the power actuator mounted on 600(2) 600(2) ATURE 150 300 150 300 the valve. If the valve or actuator have been _C Bar purchased separately, or if the actuator has been –46 to 38 15.8 41.3 82.7 20.0 51.7 103.4 removed for maintenance, mount the actuator on the 93 13.8 36.5 72.7 17.9 51.7 103.4 valve, and adjust actuator travel before inserting the 149 13.1 34.1 68.2 15.9 50.3 100.3 valve body into the line. This is necessary due to the 204 12.7 33.1 65.8 13.8 48.6 97.2 260 11.7 32.8 65.5 11.7 45.9 91.7 measurements that must be made during the _F Psig actuator calibration adjustment process. Refer to the –50 to 100 230 600 1200 290 750 1,500 Actuator Mounting section of this manual to mount 200 200 530 1055 260 750 1,500 the actuator on the valve. Refer to the actuator 300 190 495 990 230 730 1,455 instruction manual for mounting and adjusting 400 185 480 955 200 705 1,410 instructions before proceeding. 500 170 475 950 170 665 1,330 1. M35-1 and CW2M valve material are not included in ASME B16.34 pressure/temperature ratings. The designations 150 and 300 for this valve material WARNING are used only to indicate relative pressure/retaining capabilities and are not ASME pressure/temperature rated classes. 2. Class 600 is only available in the 2-Inch size. Always wear protective gloves, If installing into an existing clothing, and eyewear when application, also refer to the WARNING performing any installation operations at the beginning of the Maintenance to avoid personal injury. section in this instruction manual. To avoid personal injury or property damage resulting from the sudden release of pressure, do not install the valve assembly where service WARNING conditions could exceed the limits given in this manual, the limits on the appropriate nameplates, or the The valve configuration and matching pipe flange rating. Use construction materials are selected to pressure-relieving devices as required meet particular pressure, temperature, by government or accepted industry pressure drop, and controlled fluid codes and good engineering practices. conditions. Responsibility for the Check with your process or safety safety of process media and engineer for any additional measures compatibility of valve materials with that must be taken to protect against process media rests solely with the process media. purchaser and end-user. Since some 3
  • 4. Instruction Manual Form 5343 8560 Valve February 2007 Table 4. Construction Material Temperature Limits (1) TEMPERATURE LIMITS COMPONENTS AND MATERIALS OF CONSTRUCTION _C _F Valve Body Material / Disc / Shaft Material Carbon Steel / CF8M / S17400 –29 to 427 –20 to 800 Carbon Steel / CF8M / S20910 –29 to 427 –20 to 800 CF8M / CF8M / S17400 –73 to 427 –100 to 800 CF8M / CF8M / S20910 –198 to 538 –325 to 1000 CG8M / CG8M / S20910 –198 to 538 –325 to 1000 Bearing Material PEEK / PTFE lined –73 to 260 –100 to 500 Metal (NOVEX or Phoenix III only) –198 to 538 –325 to 1000 Packing Material PTFE V-Rings –46 to 232 –50 to 450 Graphite rings (NOVEX or Phoenix III only) –198 to 538 –325 to 1000 Seal Ring PTFE (Standard) Soft Seal Ring –46 to 232 –50 to 450 Reinforced PTFE Soft Seal Ring –46 to 232 –50 to 450 UHMWPE Soft Seal Ring –18 to 93 0 to 200 NOVEX Metal Seal Ring –46 to 538 –50 to 1000 Phoenix III Metal Seal Ring Fluorocarbon backup ring –40 to 232 –40 to 450 Phoenix III Fire-Tested(2) Metal Seal Ring Fluorocarbon backup ring –40 to 232(2) –40 to 450(2) (Specify metal bearings and graphite packing) 1. Refer to Ordering Matrix for Type 8560 Valves. For selection temperatures not shown above, contact your Emerson Process Management sales office. 2. For component selection and applicable fire-tested standards and codes, consult your Emerson Process Management sales office. 1. Install a three-valve bypass around the control valve assembly if continuous operation is necessary during inspection and maintenance of the valve. 2. Inspect the valve to be certain that it is free of foreign material. CAUTION Be certain that adjacent pipelines are free of any foreign material, such as pipe scale or welding slag, that could A6306–2 / IL damage the valve sealing surfaces. NOTE: 1 TEMPERATURE LIMITATIONS DO NOT ACCOUNT FOR THE ADDITIONAL LIMITATIONS IMPOSED BY THE BACKUP RING USED WITH THIS SEAL. TO DETERMINE THE EFFECTIVE TEMPERATURE LIMITATION OF THE Valve Orientation APPROPRIATE SEAL/BACKUP RING COMBINATION, REFER TO TABLE 4. Figure 2. Maximum Pressure/Temperature Ratings When installing the valve, it is recommended that the valve drive shaft be horizontal as shown in figure 1. Note valve body/trim material combinations are limited in their pressure drop and temperature range capabilities, do not Due to its weight, the Type 1052 size apply any other conditions to the valve 70 actuator must be externally without first contacting your Emerson supported when mounted in a Process Management sales office. horizontal position. 4
  • 5. Instruction Manual Form 5343 8560 Valve February 2007 RETAINER RING SIDE RETAINER RING SIDE MFG LABEL MFG LABEL FLOW ARROW FLOW ARROW ARROW SHOWS PREFERRED FLOW DIRECTION FOR SOFT SEALS ARROW SHOWS FLOW DIRECTION FOR NOVEX METAL SEAL, AND PREFERRED FLOW DIRECTION FOR PHOENIX METAL SEAL FORWARD FLOW REVERSE FLOW RETAINER RING REVERSE FLOW FORWARD FLOW NOTES: 1. BY EMERSON PROCESS MANAGEMENT DEFINITION: S FORWARD FLOW IS INTO THE FACE SIDE OF THE DISC. S REVERSE FLOW IS INTO THE HUB SIDE OF THE DISC. 75B1181–A A6882 / IL Figure 3. Flow Direction 5
  • 6. Instruction Manual Form 5343 8560 Valve February 2007 Table 5. Stud Bolt and Hex Head Cap Screw Data(1) WAFER STYLE SINGLE FLANGE STYLE Class 150 Class 300 Class 150 Class 300 VALVE A A B B SIZE, No. of Size Dia No. of Size Dia No. of Size Dia No. of Size Dia Dimen- Dimen- Dimen- Dimen- INCHES Stud Inch & Stud Inch & Cap Inch & Cap Inch & sion, sion, sion, sion, Bolts Thread Bolts Thread Screws Thread Screws Thread Inch Inch Inch Inch 2(2) 4 5/8-11 5 8 5/8-11 5.25 --- --- --- --- --- --- 3 4 5/8-11 5.75 8 3/4-10 6.5 8 5/8-11 1.875 16 3/4-10 2 4 8 5/8-11 6 8 3/4-10 7 16 5/8-11 2 16 3/4-10 2.25 6 8 3/4-10 6.5 12 3/4-10 7.5 16 3/4-10 2 24 3/4-10 2.5 8 8 3/4-10 7 12 7/8-9 9 16 3/4-10 2.25 24 7/8-9 3 10 12 7/8-9 8 16 1-8 10 24 7/8-9 2.5 32 1-8 3.5 12 12 7/8-9 8.5 16 1-1/8-8 11 24 7/8-9 3.75 32 1-1/8-8 3.75 1. Thread engagement in accordance with ASME B31.3. 2. The 2-inch valve is only available in wafer style and is multirated to classes 150, 300 and 600. The 600 class stud bolts require 8 bolts, have a dia. of 5/8-11, and are 6 inches long. A3886/IL A3887/IL STUD BOLT CAP SCREW Figure 4. Stud Bolts and Cap Screws for Installation (also see table 5) position MUST be at the back (waterway side) of Valve Direction the disc. The high performance butterfly valve is designed to allow flow in either direction when in the open b. Phoenix III Seal: This seal is bidirectional. For position. When in the closed position, high pressure best performance, high pressure at the closed should be applied to a specific side of the disc to position should be applied to the back (waterway provide best performance and optimal valve life (see side) of the disc. list of seal types below). See figure 3. c. 2-Inch Seal: The preferred direction of Applications with bi-directional seals, such as soft or installation is with high pressure at the front Phoenix III, under normal operating conditions can (retaining ring side) of the disc. Reverse shutoff is (at different times) experience pressure in both permissible at lower pressure (see the directions; the highest of the two pressures should specifications table). be exerted on the preferred side of the disc. If the two pressures are equal, then the one lasting the longest period of time should be applied to the Installing the Valve in the Pipeline preferred side. 1. For PTFE, Reinforced PTFE, and UHMWPE WARNING seal rings: This seal is bidirectional. For optimal performance, high pressure should be applied to the front (retaining ring side) of the disc. The edges of a rotating disc have a shearing effect that may result in 2. For metal seal rings: personal injury. To help prevent such injury, stay clear of the disc edges a. NOVEX seal: The NOVEX seal is when rotating the disc (key 3, uni-directional. High pressure at the closed figure 14). 6
  • 7. Instruction Manual Form 5343 8560 Valve February 2007 be used. Improperly sized gaskets may Table 6. Special Spiral Wound Gasket Dimensions, Inches increase the likelihood of 1) excessive Gasket Gasket Centering Valve Size, seat leakage, 2) damage due to contact Class Internal Outside Outside Inches Diameter(1) Diameter Diameter with valve internals, and 3) external 3 150 4.25 5.00 5.375 leakage; which may result in personal 3 300 4.25 5.00 5.875 injury and/or property damage due to a 4 150 5.25 6.125 6.875 sudden increase or decrease of 4 300 5.25 6.125 7.125 pressure within - or release of 1. Dimension per API 601 and ASME 16.5 Flanges. pressure from - the pipeline. The special dimension spiral wound gaskets can be obtained from your CAUTION local spiral wound gasket vendor. Damage to the disc will occur if any Note pipe flanges or piping connected to the valve interfere with the disc The remaining single flange valve rotation path. If the piping flange has a sizes (6- through 12-inch) and all wafer smaller inner diameter than what is style valves (2- through 12-inch) use specified for schedule 80 piping, the standard size spiral wound measure carefully to be certain the gaskets. Only the single flange valves disc rotates without interference in the sizes and pressures listed in before putting the valve into operation. table 6 require special spiral wound gaskets. CAUTION Select the appropriate gaskets for the application. Flat sheet, spiral wound (6- through 12-inch), or other gasket types made to ASME 16.5 group or a Damage to the disc (key 3) sealing user’s standards can be used for Type 8560 valves surfaces may occur if the disc is not depending on the service conditions and closed when the valve is being applications. removed from the pipeline. If necessary, use a temporary pressure 3. Install the flange studs: source on the actuator to retain the disc in the closed position while Note removing the valve from the pipeline. 1. For Fail-Open Actuators: It will be necessary to Lubricate line flange studs or bolts provide a temporary loading pressure to the actuator before inserting them into flanges. If diaphragm to move the valve disc to the closed necessary, provide additional support position. Observe the above Warning when closing for the control valve assembly the valve. If a loading pressure is required, use because of its combined weight. caution when working with the valve. If the loading D Flange studs: Install two or more line flange pressure is disconnected, the disc will open rapidly. studs into the line flanges to help hold the valve in 2. With the disc in the closed position, install line position while centering the valve. Carefully center flange gaskets, and install the valve between the the valve on the flanges to ensure disc clearance. pipeline flanges. D Select and install two pipe line gaskets. WARNING D Flange Cap Screws: If line flange cap screws are used, be certain the cap screw threads engage the tapped holes to a depth equal to the flange cap If spiral wound gaskets are to be used screw diameter. with a 3- or 4-inch Class 150 or 300 single flange valve, special spiral 4. Install the remaining line flange bolting to secure wound gaskets conforming to the the valve in the pipeline. Tighten the nuts to the line dimensions listed in the table 6 MUST flange studs, or cap screws, in a crisscross pattern 7
  • 8. Instruction Manual Form 5343 8560 Valve February 2007 to ensure proper alignment of valve, gaskets, and END PLATE OF ACTUATOR CAP SCREW MOUNTING YOKE flanges. A VALVE (KEY 22) Packing Adjustment and Shaft Bonding WARNING Personal injury could result from packing leakage. Valve packing was tightened before shipment; however the packing might require some A readjustment to meet specific service conditions. Check with your process VIEW A A B2434 / IL or safety engineer for any additional Figure 5. Optional Shaft-to-Valve Body Bonding Strap measures that must be taken to Assembly protect against process media. damage, make sure the valve is CAUTION grounded to the pipeline before placing the valve assembly into service. Use caution when tightening packing follower nuts because over-tightening Standard PTFE packing is composed the nuts will accelerate wear and could of a partially conductive carbon-filled produce higher rotating friction loads PTFE female adaptor with PTFE V-ring on the valve stem. packing. Standard graphite packing is composed of all conductive graphite 1. For PTFE or graphite packing: tighten standard ribbon packing rings. Alternate packing follower nuts only enough to prevent shaft shaft-to-valve body bonding is leakage. Excessive tightening of packing will available for hazardous service areas accelerate wear and could produce higher rotating where the standard packing is not friction loads on the valve stem. If necessary, refer to sufficient to bond the shaft to the the Packing Maintenance section. valve (see the following step). 2. ENVIRO-SEAL Packing System will not require For oxygen service applications it is this initial re-adjustment. Refer to the separate necessary to provide alternate ENVIRO-SEAL Packing System for Rotary Valves shaft-to-valve body bonding according instruction manual (Form 5305) for repair and to the following step. replacement procedures. 4. Attach the bonding strap assembly (key 131, 3. For hazardous atmosphere or oxygen service figure 5) to the shaft with the clamp (key 130, valves, read the following Warning, and provide the figure 5), and connect the other end of the bonding bonding strap assembly mentioned below if the strap assembly to the valve with the cap screw valve is used in an explosive atmosphere. (key 22, figure 5). 5. For more information, refer to the Packing WARNING Maintenance subsection below. The valve drive shaft is not necessarily grounded to the pipeline when installed. Personal injury or property Maintenance damage could result from an explosion caused by a discharge of static Valve parts are subject to normal wear and must be electricity from the valve components inspected and replaced as necessary. The if the process fluid or the atmosphere frequency of inspection and replacement depends around the valve is flammable. To upon the severity of service conditions. Instructions avoid personal injury or property are given in this section for replacing packing, seal 8
  • 9. Instruction Manual Form 5343 8560 Valve February 2007 D The edges of a rotating disc have ring, disc, shaft, bearings, and other valve parts. Also, instructions are provided for changing valve a shearing effect that may result in action, mounting, and adjusting the actuator. Refer personal injury. To help prevent such to the actuator instruction manual for additional injury, stay clear of the disc edges information for mounting and adjusting the actuator. when rotating the disc (key 3). D Check with your process or safety engineer for any additional measures CAUTION that must be taken to protect against process media. It is possible to damage the valve if the actuator travel stops are not properly CAUTION adjusted before stroking the valve. During any of the following steps, do not rotate the disc past 90 degrees in WARNING the open direction. Rotating the disc past 90 degrees can damage the seal ring. Avoid personal injury or property damage from sudden release of process pressure or bursting of parts. Stopping Leakage Before performing any maintenance For PTFE-filled or graphite standard packing operations: arrangements covered in this manual, often leakage D Always wear protective gloves, from the packing can be stopped by tightening the clothing, and eyewear when packing flange nuts just enough to stop the leak. performing any maintenance operations to avoid personal injury. CAUTION D Disconnect any operating lines providing air pressure, electric power, or a control signal to the actuator. Be Use caution when tightening the nuts sure the actuator cannot suddenly because over-tightening the nuts can open or close the valve. damage packing box parts. D Use bypass valves or completely D If tightening the packing flange nuts does not shut off the process to isolate the stop the leakage, use the following procedures to valve from process pressure. Relieve remove the control valve assembly from the pipeline. process pressure from both sides of Remove the actuator when removing and replacing the valve. Drain the process media packing parts. from both sides of the valve. D If the leakage comes from the outside diameter D Vent the pneumatic actuator of the packing box, it is possible that the leakage is loading pressure and relieve any caused by nicks or scratches on the packing box actuator spring precompression. wall. Carefully inspect the packing box bore and D Use lock-out procedures to be valve drive shaft when the packing is removed. Use sure that the above measures stay in the following steps to remove the actuator and to effect while you work on the remove and replace the packing parts. equipment. D The valve packing box may Removing the Actuator contain process fluids that are pressurized, even when the valve has 1. Isolate the control valve from the line pressure, been removed from the pipeline. release pressure from both sides of the valve body, Process fluids may spray out under and drain the process media from both sides of the pressure when removing the packing valve. If using a power actuator, also shut off all hardware or packing rings, or when pressure lines to the power actuator, and release all loosening the packing box pipe plug. pressure from the actuator. Use lock-out procedures 9
  • 10. Instruction Manual Form 5343 8560 Valve February 2007 to be sure that the above measures stay in effect while you work on the equipment. CAUTION ACTUATOR ROD TURN BUCKLE ACTUATOR ROD Damage to the disc (key 3) sealing END BEARING ACTUATOR LEVER surfaces may occur if the disc is not LEVER INDEX closed when the valve is being MARKS (4) removed from the pipeline. If ACTUATOR VALVE SHAFT LOCKING INDEX MARK necessary to overcome spring force, CAP SCREW use a temporary pressure source on the actuator to close the disc. Also, TYPICAL ACTUATOR SECTIONAL THROUGH maintain the pressure to retain the (TYPE 1052) HOUSING disc in the closed position while C0784 / IL Figure 6. Lever-Shaft Orientation removing the valve from the pipeline. 2. Be sure the disc is in the closed position before attempting to remove the valve from the pipeline or of the valve drive shaft and the valve body with flanges. respect to the actuator case and lever arm. Refer to the Actuator Mounting section and figure 7 for the location of the marks on the valve drive shaft end. WARNING Additional information is provided in the actuator manual to assist with disassembly, re-assembly, and travel adjustments. When removing the valve drive shaft from the actuator lever, do not loosen the The edges of a rotating disc close with actuator turnbuckle adjustment. Remove the cap a shearing effect that may result in screw from the actuator lever (figure 7). personal injury. To help prevent such injury, stay clear of the disc edges when rotating the disc (key 3). For Fail-Open Actuators: It will be necessary to CAUTION provide a temporary loading pressure to the actuator diaphragm to move the valve disc to the closed position. Observe the above Warning when closing the valve. If a loading pressure is required, use When removing the actuator from the caution when working with the valve. If the loading valve, do not use a hammer or similar pressure is disconnected, the disc will open rapidly. tool to drive the actuator lever off the valve shaft. Driving the lever off the 3. With the disc in the closed position, remove line valve shaft could damage the disc, bolting, remove the control valve assembly from the seal ring, bearings or valve body. pipeline, and place it on a flat working surface with the seal retainer ring facing up. If necessary, use a wheel puller to remove the actuator lever from the 4. If a grounding strap is used (see figure 5), valve shaft. It is okay to tap the wheel remove the hex nut to release the end of the strap. puller screw lightly to loosen the lever, Remove the clamp (key 130) and strap (key 131). but hitting the screw with excessive force could damage the disc, seal ring, 5. Note the orientation of the actuator with respect bearings or valve body. to the valve body (see figure 6), and remove the actuator cover to note the lever orientation with 6. Remove the actuator mounting screws (key 14, respect to the valve drive shaft (see figure 7). figure 14). When re-assembling the control valve assembly, you will need to correctly position the marks on the end 7. Remove the valve from the actuator. 10
  • 11. Instruction Manual Form 5343 8560 Valve February 2007 C0784 / IL Figure 7. Actuator Mounting Styles and Positions figure 8 unless otherwise noted. Packing Maintenance Standard graphite packing is composed of all 1. Remove the packing flange nuts (key 101 ) and conductive packing rings. PTFE-filled packing has a the packing flange (key 102). partially conductive packing ring (such as a 2. Remove the old packing rings, using a formed carbon-filled PTFE female adaptor) to electrically hook. bond the shaft to the valve body. If the valve is equipped with the optional ENVIRO-SEAL Packing System, refer to the CAUTION separate ENVIRO-SEAL Packing System for Rotary Valves instruction manual (Form 5305) for packing Carefully use the hook. Avoid maintenance procedures. damaging the drive shaft or packing When replacing the packing, it is recommended to box wall. Scratches on valve surfaces remove the control valve assembly from the pipeline can cause leakage. (Note: the packing because valve/actuator adjustments must be made box ring (Key 107) can remain in place with the valve out of the pipeline. when replacing packing only.) 3. Clean all accessible metal parts and surfaces to Disassembly remove particles that would prevent the packing Key numbers and part locations are shown in from sealing. 11
  • 12. Instruction Manual Form 5343 8560 Valve February 2007 43A5323-D Figure 7. Actuator Mounting Styles and Positions (continued) 12
  • 13. Instruction Manual Form 5343 8560 Valve February 2007 Assembly CAUTION Inspect the shaft: If it is damaged, it cannot make a good seal with the packing, and it must be replaced. Use caution when tightening the nuts. If the leakage comes from the outside diameter of Overtightening the nuts can damage the packing, it is possible that the leakage is caused packing box parts and result in by nicks or scratches around the packing box wall. increased drive shaft friction. Inspect the packing box wall for nicks and scratches when performing the following procedures. Seal Ring Maintenance for 3- through If the valve is equipped with the ENVIRO-SEAL packing system refer to the ENVIRO-SEAL Packing 12-Inch Sizes System for Rotary Valves instruction manual for Perform this procedure if the control valve is not assembly. shutting-off properly (if it is leaking downstream). It is recommended, but not required, to remove the actuator for easier handling of the valve during the following procedures. Note Except with oxygen service, lightly CAUTION lubricate new PTFE V-rings with a silicone-base lubricant to aid in assembly. During any of the following steps, do not rotate the disc past 90 degrees in the open direction. Rotating the disc past 90 degrees can damage the seal WARNING ring. Key numbers are shown in figure 14 unless otherwise noted. Do not lubricate parts when used in oxygen service, or where the Disassembly lubrication is incompatible with the process media. Any use of lubricant Refer to the Removing the Actuator section. Most can lead to the sudden explosion of maintenance procedures will require the actuator to media due to the oil/oxygen mixture, be removed. causing personal injury or property 1. Remove the retainer ring (key 2, figure 10): damage. For valves with press-fit retainer rings: 1. Install the new packing parts (see figure 8). Install D Place the valve on blocks with the seal retainer the packing follower and finger tighten the packing flange nuts onto the studs only enough to stop facing down. (Note: Position blocks so they do not leakage. restrict the retainer ring removal.) 2. If the valve was equipped with a bonding strap D Rotate the disc to the open position as shown assembly (figure 5), re-install the assembly. in figure 9. 3. Refer to the Actuator Mounting section of this D Locate one of the knock-out points machined manual. If necessary, refer to the separate actuator on the retainer ring. Using a hammer and flat end instruction manual for adjustment procedures. punch on the knock-out point, pop out the retainer ring from the valve body. 4. When the control valve is being placed into operation, check around the packing follower for leakage. CAUTION For PTFE-filled or graphite standard packing arrangements covered in this manual, leakage from the packing can often be stopped by tightening the When popping out the retainer ring, be packing flange nuts just enough to stop the leak. very careful to hit only the knock-out 13
  • 14. Instruction Manual Form 5343 8560 Valve February 2007 PACKING FOLLOWER (KEY 102) PACKING SET (KEY 105) 1 PACKING RING (KEY 108) PACKING BOX RING (KEY 107) GRAPHITE RIBBON PACKING PTFE V RING PACKING STANDARD PACKING PACKING FLANGE PACKING FLANGE (KEY 102) NUT (KEY 101) SPRING PACK LUBRICANT ASSEMBLY (KEY 113) (KEY 103) ANTI-EXTRUSION RING PACKING FLANGE (KEY 106) STUD (KEY 100) PACKING BOX PACKING SET RING (KEY 105) (KEY 107) ENVIRO SEALr PTFE PACKING SYSTEM PACKING FLANGE (KEY 102) PACKING FLANGE NUT (KEY 101) SPRING PACK ASSEMBLY LUBRICANT (KEY 103) (KEY 113) PACKING FLANGE STUD (KEY 100) PACKING BOX RING (KEY 107) PACKING SET (KEY 105) ENVIRO SEALr GRAPHITE PACKING SYSTEM NOTE: 1 INCLUDES ZINC WASHERS FOR GRAPHITE RIBBON PACKING ONLY 11B5895-A 10B6817-A Figure 8. Packing Arrangements 42B8445-B C0785-1 / IL 14
  • 15. Instruction Manual Form 5343 8560 Valve February 2007 CAUTION Do not install the seal ring without the disc being in place. The seal ring could be damaged while installing the disc. WARNING Do not lubricate parts when used in oxygen service, or where the A6304 / IL Figure 9. Retainer Ring Knock-Out Flat lubrication is incompatible with the process media. Any use of lubricant can lead to the sudden explosion of points. Hitting anywhere else can media due to the oil/oxygen mixture, cause non-repairable damage to the causing personal injury or property t-slot area. damage. D Clean all sealing surfaces and parts before re-assembly. CAUTION For valves with screwed retainer rings D Place the valve on blocks with the seal retainer Do not rotate the disc past 90 degrees facing up. in the open direction. Rotating the disc past 90 degrees can damage the seal D Remove the retainer ring screws (key 17). If ring or other component parts. necessary, use two of the retainer screws in the tapped holes in the retainer ring (key 2, figure 14) to jack the retainer ring loose from the valve body Note surface. PTFE, NOVEX, and Phoenix Ill seal 2. Remove the seal ring from the valve body seal rings used in other valve types are not ring slot. interchangeable with seal rings used in the Type 8560 valve. The Type 8560 For valves with PTFE seal rings, remove the seal rings are not interchangeable with spring (key 5) as it may be necessary to re-install the seal rings in any other valve type. To spring into the new PTFE seal ring. order seal rings for this valve, provide For valves with metal seals, remove the gasket the serial number on the valve. (key 16) from the valve body surface, and discard it 1. Installing PTFE seal rings: as replacement is recommended. 3. If it is necessary to replace the disc, drive shaft, a. The valve disc should be open while installing and the bearings, refer to that section below before the seal ring. If not, rotate the disc to the open proceeding with the assembly procedures for the position as shown in figure 10. seal ring and retainer. The seal ring could be damaged if it is in place while removing the disc. b. Hook the spring ends together, insert the spring (see figure 11) into the groove in the seal Assembly ring, and work the spring into the recess in the PTFE seal ring. Place the valve on blocks with the seal retainer facing up. If the replacement disc, shaft, and bearings have not been installed in the valve body, c. Install the seal ring assembly into the slot in go to the proper assembly procedures to install the valve body as shown in figure 11. Refer to them. Installing the retainer ring steps below. 15
  • 16. Instruction Manual Form 5343 8560 Valve February 2007 1 DISC STOP INDICATES APPROXIMATE TO OPEN DISC POSITION 2 ACTUATOR END OF VALVE SHAFT 1 2 RETAINER RING (KEY 2) 2 DISC IN THE DISC IN THE CLOSED POSITION OPEN POSITION DISC ROTATION INDICATION FOR 2 THROUGH 12 INCH SIZES NOTE: 2 1 LOCATION OF C MARKINGS, FOR 2-INCH SIZE ONLY SET ACTUATOR TRAVEL STOPS TO OBTAIN AN EQUAL DISTANCE TO DISC SURFACE AS SHOWN. A6303-2/IL Figure 10. Disc Rotation Indication 2. Installing metal seals: CAUTION For metal seals only, it may be necessary to apply a dry film lubricant The seal ring will be damaged if the or equivalent moly disulfide to the disc remains in the closed position sealing surfaces of the disc, seal and during seal and retainer ring assembly. the seal retainer groove. Prior to applying the lubricant the sealing b. Install the metal seal ring assembly (see surfaces should be inspected for figure 11). injurious defects. Surfaces can be polished using a scuffing hand pad or 3. Installing the retainer ring: equivalent. The edge of the seal that a. Valves with PTFE seal rings do not require a contacts the retaining ring groove retainer ring gasket (key 16). should also be inspected and polished if necessary. b. Valves with metal seals require a retainer ring gasket (key 16). Note CAUTION Use the appropriate lubrication on parts when used in oxygen service, or When handling the new retainer ring where the lubrication is incompatible gasket, be sure to avoid kinking, with the process media. cracking, or breaking the gasket. Damage to the gasket can cause a. Rotate the disc to the open position as shown leakage between the seal retainer and in figure 10. valve body. 16
  • 17. Instruction Manual Form 5343 8560 Valve February 2007 VALVE RETAINING BODY VALVE BODY RING RETAINING RING SPRING PRESSURE-ASSISTED SEAL SEAL PRESSURE- RING ASSISTED SEAL HIGH HIGH PRESSURE PRESSURE SHUTOFF SHUTOFF DISC FACE DISC FACE BIDIRECTIONAL SEAL 2 INCH METAL SEAL PTFE, REINFORCED PTFE, AND UHMWPE SEALS B1558-3 / IL GRAPHITE RETAINING GASKET VALVE RING VALVE BODY BODY PRESSURE- ASSISTED GRAPHITE SEAL GASKET SEAL RING SEAL RING BACKUP O-RING HUB SIDE HUB SIDE OF DISC RETAINING OF DISC RING HIGH HIGH PRESSURE PRESSURE SHUTOFF SHUTOFF RESILIENT UNIDIRECTIONAL SEAL INSERT BIDIRECTIONAL SEAL NOVEX METAL SEAL PHOENIX III METAL SEAL A6301–1 / IL Figure 11. Available Seal Configurations c. Lay the gasket (key 16) down so that it is retainer ring surfaces when installing accurately centered on the valve body. the ring. e. The retainer ring is properly seated when the 4. For valves with press-fit retainer rings face of the retainer ring is flush with the face of a. Wipe excessive oil off the retainer ring outside the valve body. diameter, and off the retainer counterbore in the valve body. f. To ensure proper seal performance for metal seals, you may need to use the hammer to drive b. Rotate the disc to the open position. the disc open for the first few times. When closing the valve, use the C-clamps discussed in the next c. Lay the retainer ring on the valve body. few steps. d. Use a press, or a soft-faced hammer to press the retainer ring into its groove in the valve body. CAUTION Do not damage the gasket seating CAUTION surfaces on either the valve body or the retainer ring when installing or It takes a considerable amount of force removing the C-clamps. Protect the with a hammer to drive the retainer gasket surface by using a soft material ring into place. Be sure not to damage between the clamp and valve 17
  • 18. Instruction Manual Form 5343 8560 Valve February 2007 body/retaining ring serrations to avoid 1. Isolate the control valve from line pressure, and damage. relieve pressure from the valve body. Shut off and disconnect all lines from the power actuator. g. Use three C-clamps to hold the retainer in place. Locate one of the C-clamps near the travel WARNING stop in the valve body, and the other two at 120 degrees from the stop. The edges of a rotating disc have a h. When cycling the disc for the first three times, shearing effect that may result in use a dead-blow hammer with a soft head to personal injury. To help prevent such drive the disc closed. Also, you may need to use injury, stay clear of the disc edges the hammer to drive the disc open for the first few when rotating the disc (key 3). times. 5. For valves with screwed retainer rings CAUTION a. Match the retainer ring with the holes in the Damage to the disc (key 3) may occur valve by punching two holes in the gasket to if the disc is not closed when the valve locate where the screw holes are in the valve. is being removed from the pipeline. If necessary, pressure the actuator b. Lay the retainer ring over the gasket, while temporarily to retain the disc in the lining it up with the punched holes. Also insert closed position while removing the two retainer screws (key 17). Finger tighten them. valve from the pipeline. 2. Unscrew the flange bolts, and remove the valve c. Press the remaining screws through the from the pipeline. gasket material and finger tighten them. When all retainer screws are in place, tighten them in a 3. Unscrew the machine screws (key 17), and crisscross pattern. remove the seal retainer (key 2). Also remove the retainer clip (key 30). d. The retainer ring is properly seated when the 4. Remove the seal ring or seal ring assembly retainer face is nearly flush with the face of the (key 4). The spring (key 5) is removed with a PTFE valve. seal ring. 6. Turn the disc into and out of the seal ring several 5. For 316 stainless steel seal ring assemblies, times, to help break in the seal and reduce actuator replace the gaskets (key 4C) if the entire seal ring torque requirements during adjustment. assembly is not replaced. Scrape off the old gaskets from both sides of the seal ring and the seal ring 7. If replacing the packing, remove all packing parts sides of the valve body (key 1) and seal retainer. from the valve body. Upon re-assembly of the valve, Clean the gasket surfaces. refer to the Packing Maintenance procedures to replace the packing. 6. Reconnect or mount the actuator (if it was removed) before proceeding. For an actuator with adjustable travel, also adjust the Seal Ring Maintenance for 2-Inch Size actuator before proceeding. This is necessary due to This procedure is to be performed if the control valve the measurements that must be made during the is not shutting off properly (that is, leaking actuator adjustment process. downstream). This procedure does not require Refer to the Actuator Mounting section of this removing the actuator from the valve body. Part key manual and to the separate actuator instruction numbers are shown in figure 15. manual for mounting and adjusting instructions. 7. The valve should be closed during seal ring installation to permit accurate centering of the seal. WARNING To install the new seal ring: Refer to the WARNING at the For a PTFE seal, if the spring (key 5) was beginning of the Maintenance section disassembled, hook the spring ends together. Work in this instruction manual. the spring into the recess in the seal ring (key 4). 18
  • 19. Instruction Manual Form 5343 8560 Valve February 2007 Install the seal ring and spring assembly into the 3. Place the valve on a flat working surface with the recess in the valve body as shown in figure 15. For a seal ring slot facing down. complete 316 stainless steel seal ring assembly, 4. Use blocks to raise the valve body high enough install the seal ring assembly as shown in figure 15. to allow the disc to be rotated to the fully open position (see figure 10). 5. Rotate the disc (key 3) to the fully open position. CAUTION 6. Locate the small ends of the taper pins. Drive the two taper pins (key 10) out towards the larger end of New seal ring gaskets (key 4C) are the pins. (Note: Attempting to drive the taper pins in very fragile and must be handled very the opposite direction only tightens the pins.) Also, carefully to avoid gasket kinking, remove the hollow pins (key 9) from the disc/shaft cracking, or breakage that can cause connection using the tool shown in figure 13. leakage between the seal ring, seal retainer, and valve body. To avoid Note gasket damage, make sure that the Make the tools for removal and valve body is lying flat so that the installation of the hollow pin shown in gaskets do not shift before the figure 13. following steps are completed. 7. Unscrew and remove the packing flange nuts 8. For a 316 stainless steel seal ring on which the (key 101), and the packing flange (key 102). gaskets will be replaced, lay the following parts down in order so that they are accurately centered on the valve body: one new gasket; the seal ring WARNING oriented as shown in figure 15; and the second new gasket. Once the shaft has been removed in 9. Attach the seal retainer and, if used, the retainer the following step, the disc may fall clips and washers to the valve body and secure with out of the valve body cavity. To avoid the machine screws. Tighten the machine screws personal injury and property damage, evenly so as not to crack or break the 316 stainless support the disc to prevent it from steel seal ring gaskets, if used. falling as the shaft is being removed. 8. Pull the shaft out of the valve body, and remove Be certain the disc is closed before installing the the disc (key 3) from the valve body bore. valve according to the Installation section of this instruction manual. 9. If the packing is to be replaced, remove all the packing parts from the valve body. Upon re-assembly of the valve, refer to the Packing Disc, Drive Shaft, and Bearing Maintenance procedures to replace the packing Maintenance for 3- through 12-Inch parts. Sizes 10. Remove both of the bearings (key 6) from the valve body. For Class 150 valves with metal This procedure is to be performed when replacing bearings, refer to the following note. the valve disc, drive shaft, taper pins, hollow pins, and bearings due to wear or damage to one or more Note component parts. Class 150 valves with metal bearing Key numbers are shown in figure 14 unless assemblies have three parts. A disc otherwise noted. spacer, bearing, and bearing spacer (keys 7, 6, and 13) are used in place of Disassembly a single piece bearing. The disc 1. Loosen the packing flange nuts (key 101). This spacers may fall out of the valve when allows the drive shaft (key 8) to turn without the the disc is removed. If needed for friction caused by the packing. re-assembly, retain disc spacer and bearing spacer parts. 2. Remove the actuator using the steps provided in the Removing the Actuator procedures above, and 11. Clean all the sealing surfaces and parts, and remove the seal ring using the steps provided in the inspect and/or obtain replacements before seal ring maintenance procedures above. assembly. 19