Bettis Canada Ltd.
4112 91A Street
Edmonton, Alberta, Canada T6E 5V2
Tel: (403) 450-3600
Fax: (403) 450-1400
SERVICE MANUAL No. I-0185
TYPE "UM" GATE VALVE OPERATOR
UNIVERSAL MOUNT / QUICK DISCONNECT
Edmonton
CUSTOMER:
P.O.#:
W.O.#:
TAG:
DATE:
APPLIES TO OPERATOR MODEL:
I-0185--.WPD/1
REV2: MAR-21-98
TABLE OF CONTENTS
DESCRIPTION DWG. NO PAGE
I INTRODUCTION ........................................................... 3
II INSTALLATION............................................................ 3
III OPERATION .............................................................. 3
IV REMOVAL OF ACTUATOR FROM BONNET ASSEMBLY ........................... 4
V REMOVAL OF BONNET FROM VALVE ......................................... 4
VI DISASSEMBLY OF BONNET ................................................. 5
VII REASSEMBLY OF BONNET.................................................. 5
VIII REINSTALLATION OF BONNET ONTO VALVE................................... 6
IX DISASSEMBLY OF CYLINDER TYPE ACTUATOR ................................ 7
X REASSEMBLY OF CYLINDER TYPE ACTUATOR................................. 8
XI DISASSEMBLY OF DIAPHRAGM TYPE ACTUATOR .............................. 10
XII REASSEMBLY OF DIAPHRAGM TYPE ACTUATOR ............................... 11
XIII REINSTALLATION OF ACTUATOR TO BONNET ................................. 13
XIV TROUBLE SHOOTING ......................................................14
XV REGULAR MAINTENANCE .................................................. 15
XVI SERVICE................................................................. 15
PNEUMATIC CYLINDER ASSEMBLY.......................... A-0443 .......... 16
PNEUMATIC CYLINDER PARTS LIST ......................... A-0443-10 ....... 17
HYDRAULIC ACTUATOR ASSEMBLY w/ PARTS LIST ............ AB0444-10 ....... 18
DIAPHRAGM ACTUATOR ASSEMBLY ........................ A-0500 .......... 19
DIAPHRAGM ACTUATOR PART LIST ......................... A-0500-10 ....... 20
FINAL ASSEMBLY INSTRUCTIONS ........................... AB0440 ......... 21
FINAL ASSEMBLY INSTRUCTIONS ........................... AB0501 ......... 22
UM BONNET ASSEMBLY (standard packing) .................... I-0186 ........... 23
UM BONNET ASSEMBLY (optional packing) .................... I-0186-10 ........ 24
UM BONNET ASSEMBLY TOOLS ............................ I-0187 ........... 25
SPRING COMPRESSION WARNING LABEL .................... SP-9684-20 ...... 26
XVII NOTES .................................................................. 27
(i-0185--.wpd) 2
I INTRODUCTION
Bettis UM (Universal Mount) Gate Valve Operators consist of an actuator and bonnet that
mount together on a reverse-acting gate valve. The Bettis UM Gate Valve Operator product line
includes three different styles of actuators. Two of the actuators are LP (low pressure)
pneumatic actuators; specifically one is a piston style and the other is a diaphragm style. The
third is a HP (high pressure) hydraulic piston style actuator. Bonnets are manufactured to fit
certain classes and brands of reverse acting gate valves. Each of the three different UM
actuators styles can be interchanged without removing the bonnet from the valve.
The bonnet and actuator are manufactured with a universal mount quick disconnect feature.
This feature allows any of the above three styles of actuators to be interchanged onto the same
UM bonnet, without any modification to the bonnet or actuator, providing the actuators being
interchanged are designed for similar net thrust output and the same valve stem diameter.
II INSTALLATION
If the Bettis UM Valve Operator assembly was shipped mounted on the valve, it has been
factory assembled and tested. The valve and operator assembly may be installed directly into
the process line.
If the Bettis UM Valve Operator assembly was shipped without the valve, the valve must be
disassembled for installation. See valve manufacturer's instructions. Valve gate travel is
typically controlled within the actuator. The gate valve fully closed position, or lower position, is
set by adjusting the actuator's lower stop. Typically, the gate valve fully open position, or upper
position, is not adjusted. However, if the gate valve has a stem backseat, this upper position
may be determined by the valve stem contacting the bonnet.
NOTE: Upper and lower end of stroke positions should never be limited by the gate
contacting valve body. Refer to sections VIII and XIII for bonnet and actuator
installation procedures.
Supply power to the actuator from a clean source of hydraulic fluid, air or gas.
III OPERATION
(FAILSAFE CLOSED REVERSE ACTING- ie. GATE "DOWN" TO OPEN)
Typically the operator will be controlled via a three-way, normally closed valve, which directs
the power supply to the actuator to maintain the valve in the open position. When the supply is
removed, or vented, the combined forces of the spring and hydrostatic stem forces acting on
the valve stem lift the gate upwards to close the valve.
NOTE: If the jackscrew manual override is provided, be sure to retract after use to allow
normal operation.
(i-0185--.wpd) 3
IV REMOVAL OF ACTUATOR FROM VALVE AND BONNET ASSEMBLY
Refer to typical assembly drawing A-0443 on page 16.
1. Mark or identify port and tubing locations to facilitate reassembly.
2. Depressurize the actuator and remove tubing and fittings as required.
NOTE: In the depressurized condition, the actuator will be in the upper position, and the
gate valve will be closed.
3. Remove the four capscrews (129) that fasten the actuator end plate (2), via the adapter
plate (128) and lockplate (175), to the bonnet.
4. Rotate the actuator assembly 45b counterclockwise (ie. viewing from above). This will
disengage the actuator drive rod (1) from the valve stem (120) and coil pin (123).
5. Lift the actuator assembly vertically upward until it clears the valve stem (120).
V REMOVAL OF BONNET FROM VALVE
Refer to typical assembly drawing A-0443 on page 16.
1 Vent the process line to zero pressure
2. Vent the valve body cavity to zero pressure according to the valve manufacturer's
recommendations. This may include bleeding the stem cavity area.
NOTE: Failure to vent the process line and valve body cavity to zero pressure could
result in personnel injury.
3. Remove all of the bonnet nuts (97).
4. Carefully, remove the roll pin (123) from the valve stem (120). Take care not to damage
valve stem sealing area.
5. Loosen the packing follower (127). The special tool shown in drawing I-0187 on page 25 is
designed for this purpose.
6. Vertically lift the bonnet assembly over the valve stem (120). Install eyebolts through the
adapter plate (128) and lock plate (175) for lifting purposes, if necessary.
NOTE: The gate and valve stem assembly may lift out of the valve with the bonnet, due
to packing friction.
7. Remove the valve stem and gate from the valve according to the valve manufacturer's
recommendations.
.
(i-0185--.wpd) 4
VI DISASSEMBLY OF BONNET
Refer to typical bonnet assembly drawing I-0186 on page 23.
1. With the roll pin (123) removed and the packing follower (127) loose, pull the valve stem
(120) down through the interior bore of the bonnet (126), until the valve stem is completely
out of bonnet. Take care not to damage valve stem sealing area.
2. Remove the packing follower (127) from bonnet (126). The special tool shown in drawing I0187 on page 25 is designed for this purpose.
3. Pull the top stack of stem packing rings (121) out the top of the bonnet bore. Take care not
to damage bonnet sealing area.
4. Remove the lantern ring (139) from the inner bore of bonnet (126).
5. Pull the bottom stack of stem packing rings (121) out the top of the bonnet bore. Take care
not to damage bonnet sealing area.
6. If required, remove the bleeder plug (165), bleeder ball (164) and plug (109) from the
bonnet.
VII REASSEMBLY OF BONNET
Refer to typical bonnet assembly drawing I-0186 on page 23.
NOTE: Reassembly of the bonnet must be done in a clean area, free from dirt or other
containments, using clean tools. To keep the replacement seals clean, do not open
the shipping package until parts are needed for assembly.
1. Clean all parts of bonnet assembly, as required.
2. Inspect each part individually for scratches, nicks, burrs, etc. prior to reassembly. Take
extra time and care when inspecting critical sealing areas, such as the bonnet bore,
bonnet/valve gasket and the valve stem sealing areas.
3. Install lower packing rings into the bonnet (126) bore in the following order:
a) 1 white TFE bottom (male) adapter ring (121b), flat side down.
b) 1 black nitrile vee-ring (121c), groove side down.
c) 3 black nitrile fabric covered vee-rings (121d), groove side down.
d) 1 white TFE top (female) adapter ring (121a), flat side up.
NOTE: Do not lubricate the bonnet bore and packing rings before assembly. Energize
each vee-ring packing individually after it is installed into the bonnet bore. The
packing rings can be energized by firmly pushing down on the top of the packing
stack. The special tool shown in drawing I-0187 on page 25 is designed for this
purpose. Take care not to damage inner bonnet bore or top of adaptor ring when
energizing the stack.
4. Insert lantern ring (139) into bonnet bore.
5. Install the upper packing rings into bonnet (126) bore in the following order:
a) one white TFE bottom (male) adapter ring (121b), flat side down.
b) one white TFE vee-ring (121f), groove side down.
c) one white TFE 1/4 MoS
vee-rings (121e), groove side down.
2
d) one white TFE top (female) adapter ring (121a), flat side up.
(i-0185--.wpd) 5
6. Lubricate the packing follower o-ring (134) with Dow Corning #111 grease, or equivalent.
Insert the o-ring (134) into its groove in the packing follower (127).
7. Thread the packing follower(127), until hand tight, into the top of the bonnet (126), while
checking that the stem packing is aligned correctly. Torque the packing follower to 50 lb
The special tool shown in drawing I-0187 on page 25 is designed for this purpose.
8. Verify that the tee nut (312) has been installed onto the valve stem (120) following valve
manufacturer instructions.
9. Push the valve stem (120) up through from the bottom the bonnet bore until the stem (120)
contacts the bonnet (126).
10. Insert and hammer the roll pin (123) into the valve stem (120) until an equal length of the
pin is
exposed on each side of the valve stem. Take care not to damage valve stem sealing area.
11. Insert the bleeder ball (164) into the smaller tapped hole in the side of the bonnet body,
then
thread the bleeder plug (165) into hole. Tighten the bleeder plug (165) to 30 lb
-ft of torque.
f
12. Thread in the plug (109) or packing injection fitting, if supplied, and torque to 100 lb
13. The bonnet assembly may now be assembled onto the valve and tested, as required.
NOTE: Replacement packing material is shipped stacked together in the order in which
the packing goes into the bonnet. Optional packing materials are available; refer
to drawing I-0186-10 on page 24.
-ft.
f
-ft.
f
VIII REINSTALLATION OF BONNET ONTO VALVE
Refer to typical assembly drawing A-0443 on page 16.
1. Assemble the valve stem to the valve gate, according to the valve manufacturer's
recommendations. The tee nut (312) must engage the gate while clearing the bonnet studs
(98). Lubricate the valve gate and seats with Dow Corning #111 grease, or equivalent.
Lower the bonnet, stem and gate assembly vertically down into the valve body.
NOTE: Do not force the gate assembly between the valve seats; it should drop freely
using gravity only.
2. Lubricate the bonnet gasket (224) with Dow Corning #111 grease, or equivalent. Install into
its groove in the valve body.
3. Install, but do not tighten the nuts (97).
4. Stroke valve stem to verify that the minimum gate travel 'Tg' is available. Refer to drawing
AB0440 on page 21 or drawing AB0501 on page 22.
5. Tighten the bonnet nuts (97) to the valve manufacture's recommended torque.
6. Thread the lockplate (175) (thinner of the two) down fully onto the bonnet. Install the adapter
plate (128) so that its top surface is approximately 0.12 inches above the top of the bonnet.
Refer to drawing AB0440 on page 21 or AB0501 on page 22.
7. The valve may be shell tested following the valve manufacture's instructions, as required.
(i-0185--.wpd) 6
IX DISASSEMBLY OF CYLINDER TYPE ACTUATOR
Refer to drawing A-0443 on page 16 and AB0444-10 on page 18.
1. Loosen the stay rod nuts (57) evenly and gradually, in a criss-cross pattern, until the spring
(180) is no longer under compression. Remove all of the stay rod nuts (57).
2. Remove the end cap (3) by lifting it vertically up and over the indicator rod (18) using the
indicator cover eyebolt (105). Take care not to damage the indicator rod (18) sealing area.
3. Remove gasket (32) if LP cylinder, or o-ring (41) if HP cylinder.
4. If necessary the end cap o-ring (43) if LP cylinder, or the end cap polypak (43) if HP
cylinder, wiper (45) and the rod guide (31) may be removed from end cap, if required.
5. With the end cap (3) removed from the actuator, loosen the setscrew (108). Remove the
indicator cover (110), indicator sleeve (111), indicator cover o-ring (112), and limit switch, if
required.
6. Lift the piston (4) and drive rod (1) up and out of the cylinder (5), by using the indicator rod
(18). Take care not to scratch or score the inner bore of the cylinder (5).
NOTE: On larger actuators install eyebolts, into the tapped holes provided on top of the
piston for lifting the piston assembly out of cylinder.
7. Loosen the set screw (27) and remove the indicator rod (18) from the drive rod (1). Remove
the piston (4) from the drive rod (1). Take care not to damage the drive rod or the indicator
rod sealing areas.
NOTE: Removal of the indicator rod from the drive rod may require clamping of the drive
rod.
8. If necessary, hammer-out the anti-rotation pin (92) from the drive rod. Take care not to
damage the drive rod sealing area.
9. Remove the piston o-ring (42) if LP cylinder or piston polypak (42) if HP cylinder. If HP
actuator also remove the piston wear ring(s) (50).
10. Remove the centre piston o-ring (35) from the piston (4).
11. Remove all of the stay rods (6) from the cylinder plate (2). Mark the cylinder end of the stay
rod to facilitate reassembly.
NOTE: For access to actuator gaskets and seals, not all the stay rods need to be
removed.
12. Lift the cylinder (5) up over the spring (180) and any remaining stay rods (6). Take care not
damage the cylinder sealing areas.
13. Remove the gasket (32) if LP cylinder, or the o-ring (41) if HP cylinder from the cylinder
plate (2).
14. If required, remove the spring (180) from the cylinder plate (2).
15. If required, remove the lower stop (93) from the anti-rotation tube (133).
(i-0185--.wpd) 7
X REASSEMBLY OF CYLINDER TYPE ACTUATOR
Refer to drawings A-0443 on page 16 and AB0444-10 on page 18.
NOTE: Reassembly of the actuator must be done in a clean area, free from dirt or other
containments, using clean tools. To keep replacement seals clean, do not open
shipping package until seals are needed for assembly.
1. Clean all parts of actuator assembly and inspect for wear or damage, as required.
2. Inspect the inner bore of cylinder (5) for scratches or dents.
NOTE: The cylinder should be replaced if the bore is scratched or dented.
3. If necessary, insert and hammer the anti-rotation spring pin (92) into the drive rod (1) until
an equal length of the pin is exposed on each side of the drive rod. Take care not to
damage the drive rod sealing area.
4. Lubricate the piston centre o-ring (35) with Dow Corning #111 grease, or equivalent. Insert
the piston centre o-ring into its groove in the centre of the piston (4).
5. Lower the piston (4) over the threaded end of the drive rod (1), so that the centre o-ring (35)
in the piston is against the drive rod.
6. Thread the indictor rod (18) onto the drive rod (1), until hand tight. With the drive rod
clamped, torque the indicator rod to 150 lb
piston sealing areas.
7. Grease the spring (180) with Unirex EP 2 grease, or equivalent. Install the spring (180) over
the anti-rotation tube (133), located on cylinder plate (2). Position the spring (180) into the
groove in the cylinder plate (2).
8. Lubricate the inner bore of cylinder with a generous amount of Dow Corning #111 grease,
or equivalent.
9. A) If cylinder is LP pneumatic:
a) Lubricate the two cylinder gaskets (32) with Dow Corning #111 grease, or equivalent.
Install one gasket (32) into the groove in the cylinder plate (2) and the other into the
groove in the end cap (3).
b) Lubricate the piston o-ring (42) with Dow Corning #111 grease, or equivalent. Install
the piston o-ring (42) into its groove on piston (4).
c) Lower the drive rod (1), piston (4), indicator rod (18) assembly down into the anti-
rotation tube (133), located on the cylinder plate (2). The anti-rotation pin (92) should
slide easily into its mating slots in the anti-rotation tube (133). Rotate the assembly
as required.
-ft. Take care not to damage the indicator rod or
f
NOTE: On larger actuators install eyebolts, into the tapped holes provided on top
of the piston (4), for lowing assembly into the anti-rotation tube.
d) Lower the cylinder (5) over the piston (4), until the bottom of the cylinder is positioned
in the groove on the cylinder plate (2). Take care not to damage the piston o-ring
(42), cylinder plate gasket (32) or cylinder sealing area.
(i-0185--.wpd) 8
B) If cylinder is HP hydraulic
a) Lubricate the two cylinder o-rings (41), using Dow Corning #111 grease, or
equivalent. Install one cylinder o-ring (41) around the step on the cylinder plate (2)
and the other around the step on the end cap (3).
b) Lubricate the piston polypak (42) and piston wear ring (50) with Dow Corning #111
grease or equivalent. Install both into their appropriate grooves on the piston (4).
c) Lower the cylinder (5) onto its locating step on cylinder plate (2). Take care not to
damage cylinder o-ring (41) or cylinder sealing area.
d) Lower the drive rod (1), piston (4), indicator rod (18) assembly down into the cylinder
(5). The anti-rotation pin (92) should slide easily into its mating slots in the antirotation tube (133). Rotate the assembly as required.
NOTE: On larger actuators install eyebolts, into the tapped holes provided on top
of the piston (4), for lowing assembly into the cylinder.
10. Thread the stay rods (6) into cylinder plate (2) until hand tight.
NOTE: If one end of the stay rod (6) has a shorter thread, that end threads into the
cylinder plate (2).
11. Lubricate the end cap o-ring (43), wiper (45), and rod guide (31), using Dow Corning #111
grease, or equivalent. If necessary, first insert the rod guide (31) into large lower groove,
next insert the end cap o-ring (43) into the centre groove if LP cylinder or end cap polypak
(43) into the centre groove if HP cylinder. Finally insert the wiper (45) into the top groove in
the end cap (3).
NOTE: To install the rod guide, make a single 1/16" wide cut through the wall thickness,
down the entire length of the rod guide.
12. Lower the end cap (3) down over the indicator rod (18). With the end cap (3) resting on the
piston (4), there should be a gap of about one inch between top of the cylinder (5) and the
bottom of end cap (3). Ensure that the cylinder (5) is seated properly on the cylinder plate
(2). Take care not to damage the indicator rod (18) sealing area.
13. Install all of the stay rod nuts (57). Tighten the stay rod nuts (57), evenly and gradually in a
criss-cross pattern until the cylinder seats into end cap (3) grooves. Take care not to
damage the cylinder gasket (32) if LP cylinder and cylinder o-ring (41) if HP cylinder. Torque
the stay rod nuts (57) as follows:
STAY ROD NUT TORQUE (LB-FT)
BOLT
SIZE
(INCHES)
AIR
CYLINDE
R
HYDRAULIC
CYLINDER
1/2 40 45
5/8 80 100
3/4 120 150
7/8 160 200
1 240 300
1-1/8 384 480
1-1/4 540 675
(i-0185--.wpd) 9
14. Lubricate the indicator sleeve o-ring (112) with Dow Corning #111 grease, or equivalent.
Install the o-ring (112) followed by indicator sleeve (111), into the indicator cover (110).
Screw the indicator cover assembly onto the end cap (3) and tighten. Thread the indicator
cover setscrew (108) into the indicator cover and tighten.
15. Install the Indicator cover plug (100) and eyebolt (105).
16. If necessary, thread the lower stop (93) into the anti-rotation tube (133).
XI DISASSEMBLY OF DIAPHRAGM TYPE ACTUATOR
Refer to typical assembly drawing A-0500 on page 19.
WARNING: Steps 1, 2, 3 & 4 below must be followed to safely remove spring compression.
1. Remove four short capscrews (14), equally spaced around top diaphragm case (2).
2. Install four long capscrews (15) in above holes.
3. Loosen the remaining short capscrews (15) evenly and gradually, in a criss-cross pattern
until the spring is no longer under compression. Remove all of the short capscrews (14),
lockwashers (16), and nuts (17).
4. Gradually loosen and remove the four long capscrews (15) last to ensure that all the spring
compression is safely removed. Refer to spring compression warning label drawing on
page 26.
5. Remove the top diaphragm case (2) up and over the indicator rod (18) using the indicator
cover eyebolt (105). Take care not to damage the indicator rod (18) sealing area.
6. With the top diaphragm case (2) removed from actuator, loosen the setscrew (107). Take
care not to damage the indicator rod (18) sealing areas. Remove the indicator cover (110),
indicator sleeve (111), indicator sleeve o-ring (112) and limit switch, if required.
7. Remove the top diaphragm case hub o-ring (43), hub o-ring back-up (44), wiper (45), and
upper rod guide (31).
8. Lift the diaphragm (7), retainer (9), diaphragm plate (4) and indicator rod (18), drive rod (1)
assembly up and out of the bottom diaphragm case (3). A tapped hole is provided in the top
of the indicator rod for lifting purposes.
9. Unscrew the indicator rod (18) from the diaphragm retainer (9). Take care not to damage
the indicator rod (18) sealing areas.
10. Remove the diaphragm retainer (9) from the diaphragm plate (4) by removing the four
capscrews (12), washers (13) and o-rings (11).
11. Remove the indicator rod o-ring (10) from the bore of the diaphragm retainer (9).
12. Lift the diaphragm (7) off of the diaphragm plate (4).
13. Remove the drive rod nut (8) from the drive rod (1). Lift the diaphragm plate (4) off of the
drive rod (1). Removal of drive rod nut (8) may require clamping of the drive rod (9).
NOTE: There is no seal between the diaphragm plate and the drive rod. If the intention is
only to replace seals, the diaphragm plate does not have to be removed from
drive rod.
14. If necessary, carefully hammer-out the anti-rotation pin (92), from the drive rod (1).
15. If required, remove the spring (180) from the bottom diaphragm case (3).
16. If required, remove the lower stop (93) into the anti-rotation tube (3.3).
(i-0185--.wpd) 10
XII REASSEMBLY OF DIAPHRAGM TYPE ACTUATOR
Refer to typical assembly drawing A-0500 on page 19.
NOTE: Reassembly of actuator must be done in a clean area, free from dirt or other
containments, using clean tools.
1. Clean all parts of actuator assembly and inspect for wear or damage, as required.
2. Inspect the top diaphragm case (2) flange faces for damage.
NOTE: The top diaphragm case may need to be replaced if the grooved sealing area is
severely damaged.
3. If necessary, insert and hammer the anti-rotation pin (92) into the drive rod (1), until an
equal length of the pin is exposed on each side of the drive rod.
4. Grease the spring (180) with Unirex EP2, or equivalent. Install the spring (180) over the
anti-rotation tube (3.3) located on the end plate (3.2). Position the spring (180) into the
groove in the end plate (3.2).
5. Lower the diaphragm plate (4) over the threaded end of the drive rod (1). Loosely thread on
the drive rod nut (8), so that the diaphragm plate (4) can still be rotated freely.
6. Lower the drive rod (1), diaphragm plate (4) assembly over the spring (180). The antirotation pin (92) should slide easily into its mating slots in the anti-rotation tube (3.3). Rotate
the assembly as required.
7. Align the diaphragm plate (4) to the correct orientation before torquing the drive rod nut (8).
The correct diaphragm plate (4) orientation aligns the two bolt circle hole patterns in the
diaphragm (7), with the bolt circle holes in diaphragm case (3) and the bolt circle holes in
diaphragm plate (4). Rotate the diaphragm plate (4) and the diaphragm (7) in order to obtain
the correct orientation.
8. Torque the drive rod nut (8) to 120 lb
9. With the diaphragm (7), positioned fabric side down over the diaphragm plate (4), verifying
that the diaphragm (7) bolt circle holes align with the bolt circle holes in the diaphragm plate
(4) and the bolt circle holes in the diaphragm case (3).
-ft.
f
NOTE: Do not lubricate the diaphragm, it must be installed dry.
10. Lubricate the indicator rod o-ring (10) with Dow Corning #111 grease, or equivalent. Insert
the indicator rod o-ring (10) into its groove in the diaphragm retainer (9).
11. Lubricate the four retainer o-rings (11) with Dow Corning #111 grease, or equivalent.
Position the diaphragm retainer (9) on top of diaphragm (7) and bolt the retainer into place
using the four retainer capscrews (12) with Loctite applied and flat washers (13) over the
retainer o-rings (11). Torque the retainer capscrews (12) in a criss-cross pattern to 25 lb
-ft.
f
NOTE: To ensure a consistent torque setting on the retainer capscrews (12), repeat the
above torquing procedure on the capscrews twice.
12. Thread the indicator rod (18) into the diaphragm retainer (9). Tighten the indicator rod (18).
Take care not to damage the indicator rod (18) sealing area.
(i-0185--.wpd) 11
13. Lubricate the top diaphragm case hub o-ring (43), hub o-ring back-up (44), wiper (45), and
upper rod guide (31) using Dow Corning #111 grease, or equivalent. Insert the rod guide
(31) into large groove, followed by the hub o-ring back-up (44) and hub o-ring (43) into the
top diaphragm case hub (2.1). Finally insert the wiper (45) into the top groove of the top
diaphragm case.
NOTE: To install the rod guide, make a single 1/16" wide cut through the wall thickness,
down the entire length of the rod guide.
14. Lower the top diaphragm case (2) down over the indicator rod (18). With the top diaphragm
case (2) resting on the diaphragm retainer (9) there should be a gap of about one inch
between the top and bottom diaphragm case (2)(3) flanges.
NOTE: Ensure that the top and bottom diaphragm case flange faces are clean and free
of all debris. Do not lubricate the diaphragm.
15. Install the four long capscrews (15), equally spaced in the top and bottom diaphragm case
(2)(3), with the lockwashers (16) and nuts (17). In a criss-cross pattern, evenly tighten the
capscrews to compress the spring (180), until a gap of 1/16" exists between the top and
bottom diaphragm cases (2)(3) and diaphragm (7).
16. Install the short capscrews (14) in top and bottom the diaphragm case (2)(3), with the
lockwashers (16) and nuts (17). Tighten the capscrews in a criss-cross pattern. Take care
not to damage the diaphragm.
NOTE: The four long capscrews (15) may be removed at this time and replaced with four
short capscrews (14), or the long capscres may be left in as installed.
17. Torque all of the capscrews(14)(15), in a criss-cross pattern, to a maximum of 25 lb
-ft.
f
NOTE: To ensure a consistent torque setting on the capscrews (12), repeat the above
torquing procedure on the capscrews twice.
18. Lubricate the indicator sleeve o-ring (112) with Dow Corning #111 grease, or equivalent.
Install the sleeve o-ring (112) followed by indicator sleeve (111), into the indicator cover
(110). Screw the indicator cover assembly onto the top diaphragm case hub (2.3) and
tighten. Thread the indicator cover setscrew (107)(108) into the indicator cover and tighten.
19. Install Indicator cover plug (100) and eyebolt (105).
20. If necessary, install the lower stop (93) into the anti-rotation tube (3.3).
(i-0185--.wpd) 12
XIII REINSTALLATION OF ACTUATOR TO BONNET
Refer to typical assembly drawing A-0443 on page 16.
NOTE: Before mounting the actuator onto the bonnet, the actuator upper and lower positions
and valve specified stroke 'Ta' must be verified.
1. Set the actuator lower position, by turning the lower stop (93) until the specified stroke 'Ta'
is obtained. Set the actuator upper position, with the valve fully closed by turning the
adapter plate (128) to obtain specified upstroke standout 'U'. Refer to drawing AB0440 on
page 21 or AB0501 on page 22.
NOTE: If fine adjustment is required with the actuator engaged on valve stem, the special
tool shown in drawing I-0187 on page 25 is designed for this purpose.
2. Lower the actuator assembly over the valve stem (120) until the connector pin (123)
bottoms out in its mating slot in the drive rod. Turn the actuator assembly approximately 45b
clockwise (viewing from above) in order to fully engage the drive rod with the valve stem
(120).
3. Turn the adapter plate (128), as required to align the bolt pattern, keeping it close to the
cylinder plate (2), but without bottoming out against the cylinder plate.
4. Turn the lockplate (175) until a 1/16" gap between it and the adapter plate (128).
5. Tighten the four adapter bolts (129); torque as indicated in following table:
ADAPTER BOLT
TORQUE
BOLT
SIZE
(INCHES)
3/4 150
1-1/8 500
6. Verify that the upper and lower actuator and valve gate positions are correct by conducting
drift and seat tests, as required.
TORQUE
(LB-FT)
(i-0185--.wpd) 13
XIV TROUBLE SHOOTING
A. No movement, slow, jerky or partial stroke
1. Check for sufficient supply pressure, and supply control accessories.
2. Check for a change in operating conditions (ie. higher line pressure, different line fluid,
valve packing tightened excessively).
3. Check the speed control valves (if used). Sometimes fully opening while switching will
remove blockage.
4. Check for continuous leakage - see below.
B. Continuous leakage
General
1. If leakage is across line valve, check actuator stroke length, particularly if actuator has
been recently installed or serviced.
2. If leakage is from the valve bonnet flange connection, check bonnet stud torque values.
3. If leakage is from the main 3-way supply valve exhaust port, check the 3-way valve for
damage or wear.
4. If leakage is from the bonnet stem packing, the packing may need to be energized by
injection of sealant through plug (109) connection.
5. Check for loose fittings, as applicable.
Cylinder style actuator leakage
6. If leakage is from around actuator cylinder to atmosphere, check for insufficient torque
on the stay rod nuts and/or a defective cylinder gasket (32) if LP cylinder or cylinder oring (41) if HP cylinder.
7. If leakage is from vent port on cylinder plate (2), check for a defective piston seal (42) or
piston centre o-ring (35).
8. If leakage is from indicator rod (18), check for a defective end seal (43).
Diaphragm style actuator leakage
9. If from between top (2) and bottom (3) diaphragm cases to atmosphere, check for
insufficient torque on the diaphragm case capscrews (14) (15) and/or a defective
diaphragm (7).
10. If from vent port in bottom diaphragm case (3), check for sufficient torque on the top (2)
and bottom (3) diaphragm case capscrews (14)(15), a defective diaphragm (7) or
retainer o-rings (11).
11. If from indicator rod (18), check for a defective top case seal (43).
(i-0185--.wpd) 14
XV REGULAR MAINTENANCE
1. Cycle actuator open and close once a month.
2. Replace seals and diaphragm every 5 years or when leakage occurs.
3. Clean debris from vent or breather holes as needed.
4. Check and lubricate jackscrew (if supplied) with grease occasionally - every three months if
outdoors.
5. Check stay rod torque (if cylinder model) or diaphragm case capscrew torque (if diaphragm
model) once a year.
6. Check hydraulic fluid reservoir (if supplied) for level and accumulated moisture once a year.
Drain and change fluid if necessary.
XVI SERVICE
CAUTION
1. The actuator spring is under considerable preload. If servicing, be sure to back off the
cylinder stay rod nuts (57) or diaphragm case capscrews (14)(15) evenly, until all the spring
compression is removed.
2. When servicing the actuator, it can be removed from the bonnet with the gate valve and
flowline under pressure. However, for maximum safety, it is recommended that flowline
pressure in the gate valve be removed before servicing.
3. When servicing the actuator with the gate valve and flowline under pressure, be sure that
the gate valve is in the closed position (stem up) and that there is no leakage around the
gate valve stem packing before removal.
4. When servicing the actuator and there is leakage around the gate valve stem, it is
recommended that all pressure be removed from the gate valve and flowline before
removal.
(i-0185--.wpd) 15
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