Emerson Fisher easy-e ET Instruction Manual

Instruction Manual

D100398X012

Fisherr ET and EAT easy-et Valves
CL125 through CL600

ET Valve

October 2014

Contents

Introduction 1...................................

Scope of Manual 1...............................

Description 2...................................

Specifications 3.................................

Educational Services 3...........................

Installation 3....................................

Maintenance 4...................................

Packing Lubrication 5............................

Packing Maintenance 5..........................

Replacing Packing 6.........................

Trim Maintenance 11............................

Disassembly 11.............................

Lapping Metal Seats 12.......................

Valve Plug Maintenance 13....................

Assembly 15................................

ENVIRO-SEALt Bellows Seal Bonnet 16.............

Replacing a Plain or Extension Bonnet with an

ENVIRO-SEAL Bellows Seal Bonnet

(Stem/Bellows Assembly) 16................

Replacement of an Installed ENVIRO-SEAL

BellowsSealBonnet(Stem/Bellows

Assembly) 19.............................

Purging the ENVIRO-SEAL Bellows Seal Bonnet 20.

Parts Ordering 21.................................

Parts Kits 21.....................................

Parts List 24.....................................

Figure 1. Fisher ET Control Valve with 667 Actuator

W1916-3

Introduction

Scope of Manual

This instruction manual includes installation, maintenance, and parts information for NPS 1 through 8 Fisher ET valves,
and NPS 1 through 6 EAT valves, through CL600 ratings. Refer to separate manuals for instructions covering the
actuator and accessories.

Do not install, operate, or maintain ET valves without being fully trained and qualified in valve, actuator, and accessory
installation, operation, and maintenance. To avoid personal injury or property damage, it is important to carefully
read, understand, and follow all the contents of this manual, including all safety cautions and warnings. If you have any
questions about these instructions, contact your Emerson Process Management sales office before proceeding.

www.Fisher.com

ET Valve

October 2014

Table 1. Specifications

Instruction Manual

D100398X012

End Connection Styles

Cast Iron Valves
Flanged: CL125 flat-face or 250 raised-face flanges per
ASME B16.1
Steel and Stainless Steel Valves
Flanged: CL150, 300, and 600 raised-face or ring-type

Flow Characteristics

Linear (all cages), quick-opening (all except Whisper
Trimt,WhisperFlot,andCavitrolt cages), or equal
percentage (all except Whisper Trim, WhisperFlo, and
Cavitrol cages)

joint flanges per ASME B16.5
Screwed or Socket Welding: All available ASME B16.11

Flow Directions

schedules that are consistent with CL600 per ASME
B16.34
Buttwelding: Consistent with ASME B16.25

Linear, Quick Opening, or Equal Percentage Cage:
Normally down
Whisper Trim and WhisperFlo Cages: Always up

Maximum Inlet Pressure

(1)

Cavitrol Cage: Always down

Cast Iron Valves
Flanged: Consistent with CL125B or 250B
pressure-temperature ratings per ASME B16.1
Steel and Stainless Steel Valves
Flanged: Consistent with CL150, 300, and 600

(2)

pressure-temperature ratings per ASME B16.34
Screwed or Welding: Consistent with CL600
pressure-temperature ratings per ASME B16.34

Shutoff Classifications

See table 2

1. The pressure/temperaturelimits in this manual and any applicablestandard or code limitation for valve should not be exceeded.

2. Certain bonnet bolting material selections may require a CL600 easy-e valve assembly to be derated. Contact your Emerson Process Management sales office.

Approximate Weights

VALVE SIZE, NPS

1 and 1-1/4

1-1/2

2

2-1/2

3
4
6
8

kg Pounds

14
20
39
45
54

77
159
408

WEIGHT

30
45

67
100
125
170
350
900

Table 2. Available Shutoff Classifications per ANSI/FCI 70-2 and IEC 60534-4

Valve Seating Shutoff Class

PTFE (standard)

All except those with Cavitrol III cages

Metal

ET withCavitrol III one-stage cage Metal

ET with Cavitrol III two-stage cages Metal V

ET w/PEEK Anti-Extrusion Rings Metal Vto316_C (600_F)

ET w/ 3.4375 to 7-inch port Soft or Metal VI

ET and EAT w/ TSO (Tight Shutoff Trim) Replaceable, protected soft seat TSO

1. This is a special non-ANSI/FCI leakage class.

2. Class V shutoff requires spring-loaded seal ring, radiused-seatplug, and wide-bevelseat ring (not available with 8-inch port, quick-opening cage). Not available with trims 4, 29, and 85.

V - air test

V - water test (optional)

IV

V (optional)

IV (standard)

V (optional)

(2)

(1)

Description

These single-port valves have cage guiding, quick-change trim, and balanced push-down-to-close valve plug action.
Valve configurations are as follows:

ET--Globe-style valve (figure 1) with metal-to-PTFE seating (standard for all except Cavitrol III cages) for stringent
shutoff requirements, or metal-to-metal seating (standard for Cavitrol III cages, optional for all others) for higher
temperatures.

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EAT--Angle version of ET, used to facilitate piping or in applications which require a self-draining valve.

ET Valve

October 2014

Specifications

Typical specifications for these valves are shown in table 1.

Educational Services

For information on available courses for Fisher ET and ETA valves, as well as a variety of other products, contact:

Emerson Process Management
Educational Services - Registration
Phone: [phone] or 1-800-338-8158
E-mail: [e-mail]
http://www.emersonprocess.com/education

Installation

WARNING

Always wear protective gloves, clothing, and eyewear when performing any installation operations to avoid personal
injury.

Personal injury or equipment damage caused by sudden release of pressure may result if the valve assembly is installed
where service conditions could exceed the limits given in table 1 or on the appropriate nameplates. To avoid such injury or
damage, provide a relief valve for over-pressure protection as required by government or accepted industry codes and
good engineering practices.

Check with your process or safety engineer for any additional measures that must be taken to protect against process
media.

If installing into an existing application, also refer to the WARNING at the beginning of the Maintenance section in this
instruction manual.

CAUTION

When ordered, the valve configuration and construction materials were selected to meet particular pressure, temperature,
pressure drop, and controlled fluid conditions. Responsibility for the safety of process media and compatibility of valve
materials with process media rests solely with the purchaser and end-user. Since some valve body/trim material
combinations are limited in their pressure drop and temperature ranges, do not apply any other conditions to the valve
without first contacting your Emerson Process Management sales office.

Before installing the valve, inspect the valve and pipelines for any damage and any foreign material which may cause
product damage.

1. Before installing the valve, inspect the valve and associated equipment for any damage and any foreign material.

2. Make certain the valve body interior is clean, that pipelines are free of foreign material, and that the valve is
orientedsothatpipelineflowisinthesamedirectionasthearrowonthesideofthevalve.

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October 2014

Instruction Manual

D100398X012

3. The control valve assembly may be installed in any orientation unless limited by seismic criteria. Howev er, the
normal method is with the actuator vertical above the valve. Other positions may result in uneven valve plug and
cage wear, and improper operation. With some valv es, the actuator may also need to be supported when it is not
vertical. For more information, consult your Emerson Process Management sales office.

4. Use accepted piping and welding practices when installing the valve in the line. For flanged valves, use a suitable
gasket between the valve and pipeline flanges.

CAUTION

Depending on valve body materials used, post weld heat treating may be required. If so, damage to internal elastomeric
and plastic parts, as well as internal metal parts is possible. Shrink-fit pieces and threaded connections may also loosen. In
general, if post weld heat treating is to be performed, all trim parts should be removed. Contact your Emerson Process
Management sales office for additional information.

5. With a leak-off bonnet construction, remove the pipe plugs (keys 14 and 16, figure 14) to hook up the leak-off
piping. If continuous operation is required during inspection or maintenance, install a three-valve bypass around
the control valve assembly.

6. If the actuator and valve are shipped separately, refer to the actuator mounting procedure in the appropriate
actuator instruction manual.

WARNING

Personal injury could result from packing leakage. Valve packing was tightened prior to shipment; however, the packing
might require some readjustment to meet specific service conditions. Check with your process or safety engineer for any
additional measures that must be taken to protect against process media.

Valves with ENVIRO-SEAL live-loaded packing or HIGH-SEAL live-loaded packing will not require this initial
readjustment. See the Fisher instruction manuals, ENVIRO-SEAL Packing System for Sliding-Stem Valves or HIGH-SEAL
Live-Loaded Packing System (as appropriate), for packing instructions. If you wish to convert your present packing
arrangement to ENVIRO-SEAL packing, refer to the retrofit kits listed in the Parts Kits section.

Maintenance

Valve parts are subject to normal wear and must be inspected and replaced as necessary. Inspection and maintenance
frequency depends on the severity of service conditions. This section includes instructions for packing lubrication,
packing maintenance, trim maintenance, and ENVIRO-SEAL bellows seal bonnet replacement. All maintenance
operations may be performed with the valve in the line.

WARNING

Avoid personal injury or property damage from sudden release of process pressure or bursting of parts. Before performing
any maintenance operations:

D Do not remove the actuator from the valve while the valve is still pressurized.

D Always wear protective gloves, clothing, and eyewear when performing any maintenance operations to avoid personal

injury.

D Disconnect any operating lines providing air pressure, electric power, or a control signal to the actuator. Be sure the

actuator cannot suddenly open or close the valve.

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D Use bypass valves or completely shut off the process to isolate the valve from process pressure. Relieve process pressure

from both sides of the valve. Drain the process media from both sides of the valve.

D Vent the pneumatic actuator loading pressure and relieve any actuator spring precompression.
D Use lock-out procedures to be sure that the above measures stay in effect while you work on the equipment.
D The valve packing box may contain process fluids that are pressurized, even when the valve has been removed from the

pipeline. Process fluids may spray out under pressure when removing the packing hardware or packing rings, or when
loosening the packing box pipe plug.

D Check with your process or safety engineer for any additional measures that must be taken to protect against process

media.

ET Valve

October 2014

CAUTION

Follow instructions carefully to avoid damaging the product surfaces, which could result in damage to the product.

Note

Whenever a gasket seal is disturbed by removing or shifting gasketed parts, install a new gasket during reassembly. This ensures a
good gasket seal because the used gasket may not seal properly.

Packing Lubrication

Note

ENVIRO-SEAL and HIGH-SEAL packing do not require lubrication.

WARNING

To avoid personal injury or property damage resulting from fire or explosion, do not lubricate packing used in oxygen
service or in processes with temperatures over 260_C (500_F).

If a lubricator or lubricator/isolating valve (figure 2) is provided for PTFE/composition or other packings that require
lubrication, it will be installed in place of the pipe plug (key 14, figure 14). Use a good quality silicon-base lubricant. Do
not lubricate packing used in oxygen service or in processes with temperatures over 260_C(500_F). To operate the
lubricator, simply turn the cap screw clockwise to force the lubricant into the packing box. The lubricator/isolating
valve operates the same way except open the isolating valve before turning the cap screw and then close the isolating
valve after lubrication is completed.

Packing Maintenance

Note

For valves with ENVIRO-SEAL packing, see the Fisher instruction manual, ENVIRO-SEAL Packing System for Sliding-Stem Valves,
D101642X012, for packing instructions.

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ET Valve

October 2014

For valves with HIGH-SEAL packing, see the Fisher instruction manual, HIGH-SEAL Live-Loaded Packing System, D101453X012, for
packing instructions.

Instruction Manual

D100398X012

Key numbers refer to figure 3 for PTFE V-ring packing and to figure 4 for PTFE/composition packing, unless otherwise
indicated.

For spring-loaded single PTFE V-ring packing, the spring (key 8) maintains a sealing force on t he packing. If leakage is
noted around the packing follower (key 13), check to be sure the shoulder on the packing follower is touching the
bonnet. If the shoulder is not touching the bonnet, tighten the packing flange nuts (key 5, figure 14) until the shoulder
is against the bonnet. If leakage cannot be stopped in this manner, proceed to the Replacing Packing procedure.

Figure 2. Lubricator and Lubricator/Isolating Valve (Optional)

LUBRICATOR

10A9421-A
AJ5428-D
A0832-2

LUBRICATOR/ISOLATING VALVE

If there is undesirable packing leakage with other than spring-loaded packing, first try to limit the leakage and
establish a stem seal by tightening the packing flange nuts.

If the packing is relatively new and tight on the stem, and if tightening the packing flange nuts does not stop the
leakage, the valve stem may be worn or nicked so that a seal cannot be made. The surface finish of a new valve stem is
critical for making a good packing seal. If the leakage comes from the outside diameter of the packing, the leakage
may be caused by nicks or scratches around the packing box wall. If performing any of the following procedures,
inspect the valve stem and packing box wall for nicks and scratches.

Replacing Packing

WARNING

Refer to the WARNING at the beginning of the Maintenance section in this instruction manual.

1. Isolatethecontrolvalvefromthelinepressure,releasepressure from both sides of the valve, and drain the process
media from both sides of the valve. If using a power actuator, also shut off all pressure lines to the power actuator,
andreleaseallpressurefromtheactuator.Uselock-outprocedurestobesurethattheabovemeasuresstayin
effect while you work on the equipment.

2. Disconnect the operating lines from the actuator and any leak-off piping from the bonnet. Disconnect the stem
connector, then remove the actuator from the valve by unscrewing the yoke locknut (key 15, figure 14) or the hex
nuts (key 26, figure 14).

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ET Valve

October 2014

3. Loosen the packing flange nuts (key 5, figure 14) so that the packing is not tight on the valve stem. Remove any
travel indicator parts and stem locknuts from the valve stem threads.

WARNING

To avoid personal injury or property damage caused by uncontrolled movement of the bonnet, loosen the bonnet by
following the instructions in the next step. Do not remove a stuck bonnet by pulling on it with equipment that can stretch
or store energy in any other manner. The sudden release of stored energy can cause uncontrolled movement of the bonnet.

Figure 3. PTFE V-Ring Packing Arrangements for Plain and Extension Bonnets

UPPER WIPER
(KEY 12)

PACKING
FOLLOWER
(KEY 13)

FEMALE
ADAPTOR

PACKING
RING

WASHER
(KEY 10)

MALE
ADAPTOR

SPRING
(KEY 8)

PACKING BOX
RING (KEY 11)

LOWER

METAL PACKING BOX PARTS

FOR 316 SST

NOTE:

1

AND LOWER WIPER ARE PARTOF PACKING SET (KEY 6).
2 REQ'D FOR DOUBLE ARRANGEMENTS, EXCEPTLOWER WIPER.

12A7837-A
B1429-5

MALE ADAPTOR, PACKING RING, FEMALE ADAPTOR,

WIPER

FEMALE

1

1

ADAPTOR
PACKING
RING

1

MALE
ADAPTOR

1

1

1

1

1

SINGLE ARRANGEMENTS

LOWER
WIPER

FORALLOTHERMETALPACKING

BOX PART MATERIALS

UPPER WIPER
(KEY 12)

PACKING
FOLLOWER (KEY 13)

SPACER (KEY 8)

PACKING BOX
RING (KEY 11)

8187-D 12A7814-D 12A7839-A

ASSEMBLY 1

(POSITIVE

PRESSURES)

B1428-5

ASSEMBLY 2

(VACUUM)

ASSEMBLY 3

(POSITIVE

PRESSURES

& VACUUM)

9.5 mm (3/8 INCH) STEM

ASSEMBLY 1

(POSITIVE

PRESSURES)

ASSEMBLY 2

(VACUUM)

12.7 mm (1/2 INCH) STEM

DOUBLE ARRANGEMENTS

ASSEMBLY 3

(POSITIVE

PRESSURES

& VACUUM)

ASSEMBLY 1

PRESSURES)

(POSITIVE

ASSEMBLY 2

(VACUUM)

19.1, 25.4, OR 31.8 mm

(3/4,1,OR1-1/4INCH)STEM

ASSEMBLY 3

(POSITIVE

PRESSURES

& VACUUM)

UPPER WIPER
(KEY 12)

PACKING
FOLLOWER (KEY 13

MALE ADAPTOR

PACKING RING

FEMALE ADAPTOR

LANTERN RING
(KEY 8)

PACKING BOX
RING (KEY 11)

LOWER WIPER

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ET Valve

October 2014

Figure 4. Detail of PTFE/Composition Packing Arrangements for Plain and Extension Bonnets

UPPER WIPER
(KEY 12)

PACKING
FOLLOWER (KEY 13)

PACKING RING
(KEY 7)

LANTERN RING
(KEY 8)

PACKING BOX
RING (KEY 11)

Instruction Manual

D100398X012

12A8188-A
12A7815-A
12A8173-A
A2619-1

9.5 mm

(3/8 INCH)

STEM

12.7 mm

(1/2 INCH)

STEM

19.1, 25.4, OR

31.8 mm

(3/4,1,OR

1-1/4 INCH)

STEM

Table 3. Body-to-Bonnet Bolt Torque Guidelines

VALVE SIZE, NPS BOLT TORQUES

ET EAT

1-1/4 or less 1 129 95 64 47

1-1/2, 1-1/2x 1, 2, or 2 x 1 2or2x1 96 71 45 33

2-1/2 or 2-1/2 x 1-1/2 3or3x1-1/2 129 95 64 47

3, 3 x 2, or 3 x 2-1/2 4or4x2 169 125 88 65

4, 4 x 2-1/2, or 4 x 3 6or6x2-1/2 271 200 156 115

6 ——— 549 405 366 270

8 ——— 746 550 529 390

1. Determined from laboratory tests.

2. SA193-B8M annealed.

3. SA193-B8M strainhardened.

4. For other materials, contact your Emerson Process Management sales office.

SA193-B7, SA193-B8M

NSm LbfSft NSm LbfSft

(3, 4)

Note

The following step also helps to provide additional assurance that the valve body fluid pressure has been relieved.

(1)

SA193-B8M

(2, 4)

CAUTION

Avoid damaging the seating surface caused by the valve plug and stem assembly dropping from the bonnet (key 1, figure

14) after being lifted part way out. When lifting the bonnet, temporarily install a valve stem locknut on the valve stem. The
locknut will prevent the valve plug and stem assembly from dropping out of the bonnet.

4. Hex nuts (key 16, figure 16, 17, or 20) or cap screws (not shown) attach the bonnet (key 1, figure 14) to the valve
body (key 1, figure 16, 17, or 20). Loosen these nuts or cap screws approximately 3 mm (1/8 inch). Then loosen the
body-to-bonnet gasketed joint by either rocking the bonnet or prying between the bonnet and valve. Work the

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prying tool around the bonnet until the bonnet loosens. If no fluid leaks from the joint, remove the nuts or cap
screws completely and carefully lift the bonnet off the valve.

Table 4. Recommended Torque for Packing Flange Nuts

VALVE STEM DIAMETER

mm Inches NSm LbfSin NSm LbfSin NSm LbfSin NSm LbfSin

9.5 3/8

12.7 1/2

19.1 3/4

25.4 1

31.8 1-1/4

PRESSURE

RATING

CL125, 150 3 27 5 40 1 13 2 19
CL250, 300 4 36 6 53 2 17 3 26

CL600 6 49 8 73 3 23 4 35
CL125, 150 5 44 8 66 2 21 4 31
CL250, 300 7 59 10 88 3 28 5 42

CL600 9 81 14 122 4 39 7 58
CL125, 150 11 99 17 149 5 47 8 70
CL250, 300 15 133 23 199 7 64 11 95

CL600 21 182 31 274 10 87 15 131

CL300 26 226 38 339 12 108 18 162

CL600 35 310 53 466 17 149 25 223

CL300 36 318 54 477 17 152 26 228

CL600 49 437 74 655 24 209 36 314

Minimum Torque Maximum Torque Minimum Torque Maximum Torque

GRAPHITE TYPE PACKING PTFE TYPE PACKING

5. Remove the locknut and separate the valve plug and stem from the bonnet. Set the parts on a protective surface to
prevent damage to gasket or seating surfaces.

CAUTION

To prevent possible product damage, cover the opening in the valve in the following procedure to prevent foreign material
from getting into the valve body cavity.

6. Remove the bonnet gasket (key 10, figure 16, 17, or 20) and cover the opening in the valve to protect the gasket
surface and prevent foreign material from getting into the valve body cavity.

7. Remove the packing flange nuts, packing flange, upper wiper, and packing follower (keys 5, 3, 12, and 13, figure

14). Carefully push out all the remaining packing parts from the valve side of the bonnet using a rounded rod or
other tool that will not scratch the packing box wall. Clean the packing box and the metal packing parts.

8. Inspect the valve stem threads and packing box surfaces for any sharp edges which might cut the packing.
Scratches or burrs could cause packing box leakage or damage to the new packing. If the surface condition cannot
be improved by light sanding, replace the damaged parts by following the appropriate steps in the Trim
Maintenance procedure.

9. Remove the covering protecting the valve body cavity and install a new bonnet gasket (key 10, figure 16, 17, or 20),
making sure the gasket seating surfaces are clean and smooth. Then slide the bonnet over the stem and onto the
stud bolts (key 15, figure 16, 17, or 20) or onto the valve body cavity if cap screws (not shown) will be used instead.

Note

Proper performance of the bolting procedures in step 10 compresses the spiral wound gasket (key 12, figure 16 or 17) or load ring
(key 26, figure 20) enough to both load and seal the seat ring gasket (key 13, figure 16, 17 or 20). It also compresses the outer
edge of the bonnet gasket (key 10, figure 16 through 20) enough to seal the body-to-bonnet joint.

The proper bolting procedures in step 10 include--but are not limited to--ensuring that bolting threads are clean, and evenly
tightening the cap screws, or the nuts onto the studs, in a crisscross pattern. Tightening one cap screw or nut may loosen an
adjacent cap screw or nut. Repeat the crisscross tightening pattern several times until each cap screw or nut is tight and the
body-to-bonnet seal is made. When the operating temperature has been reached, perform this torquing procedure once again.

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Figure 5. Detail of Graphite Ribbon/Filament Packing for Plain and Extension Bonnets

PACKING FOLLOWER (KEY 13)

GRAPHITE RIBBON PACKING RING ( KEY 7)

Instruction Manual

D100398X012

A5864

1

13A9776-B

19.1, 25.4, & 31.8 mm
(3/4, 1 & 1-1/4 INCH)

STEM

GRAPHITEFILAMENTPACKINGRING(KEY7)

LANTERN RING (KEY 8)

PACKING BOX RING (KEY 11)

1

14A3411-A

9.5 mm

(3/8 INCH)

STEM

1

13A9775-B

12.7 mm

(1/2 INCH)

STEM

SINGLE ARRANGEMENTS

PACKINGFOLLOWER(KEY13)

GRAPHITE RIBBON PACKINGRING (KEY7)

1

1

14A1780-B

19.1, 25.4, & 31.8 mm
(3/4, 1 & 1-1/4 INCH)

STEM

GRAPHITE FILAMENT PACKING RING (KEY 7)

LANTERN RING (KEY 8)

PACKING BOX RING (KEY 11)

1

14A2153-B

9.5 mm

(3/8 INCH)

STEM

1

14A1849-B

12.7 mm

(1/2 INCH)

STEM

DOUBLE ARRANGEMENTS

NOTE:

1

0.102 mm (0.004 INCH) THICK SACRIFICIAL ZINC WASHERS; USE ONLY ONEBELOW EACH GRAPHITE RIBBON RING.

Note

Stud(s) and nut(s) should be installed such that the manufacturer's trademark and material grade marking is visible, allowing easy
comparison to the materials selected and documented in the Emerson/Fisher serial card provided with this product.

WARNING

Personal injury or damage to equipment could occur if improper stud and nut materials or parts are used. Do not operate or
assemble this product with stud(s) and nut(s) that are not approved by Emerson/Fisher engineering and/or listed on the
serial card provided with this product. Use of unapproved materials and parts could lead to stresses exceeding the design
or code limits intended for this particular service. Install studs with the material grade and manufacturer's identification
mark visible. Contact your Emerson Process Management representative immediately if a discrepancy between actual
parts and approved parts is suspected.

10. Lubricate the bolting (not necessary if factory pre-lubricated stud bolt nuts are used) and install it, using accepted
bolting procedures during tightening, so that the body-to-bonnet joint will withstand test pressures and application
service conditions. Use the bolt torques in table 3 as guidelines.

11. Install new packing and the metal packing box parts according to the appropriate arrangement in figure 3, 4, or 5.
Place a smooth-edged pipe over the valve stem and gently tap each soft packing part into the packing box.

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12. Slide the packing follower, upper wiper, and packing flange (keys 13, 12, and 3, figure 14) into position. Lubricate
the packing flange studs (key 4, figure 14) and the faces of the packing flange nuts (key 5, figure 14). Install the
packing flange nuts.

13. For spring-loaded PTFE V-ring packing, tighten the packing flange nuts until the shoulder on the packing follower
(key 13, figure 14) contacts the bonnet.

For graphite packing, tighten the packing flange nuts to the maximum recommended torque shown in table 4. Then,
loosen the packing flange nuts, and retighten them to the recommended minimumtorqueshownintable4.

For other packing types, tighten the packing flange nuts alternately in small equal increments until one of the nuts
reaches the minimum recommended torque shown in table 4. Then, tighten the remaining flange nut until the
packing flange is level and at a 90-degree angle to the valve stem.

For ENVIRO-SEAL or HIGH-SEAL live-loaded packing, refer to the note at the beginning of Packing Maintenance.

14. Mount the actuator on the valve assembly and reconnect the actuator and valve stem according to the procedure
in the appropriate actuator instruction manual.

Figure 6. TSO (Tight Shutoff Trim), Detail of Protected Soft Seat

OUTER PLUG

INNER PLUG

CAGE

PROTECTED SOFT SEAT

SEAT RING

A7088

Trim Maintenance

WARNING

Refer to the WARNING at the beginning of the Maintenance section in this instruction manual.

Except where indicated, key numbers in this section are referenced in figure 16 for standard NPS 1 through 6
constructions, figure 17 for Whisper Trim III detail, figures 18 and 19 for WhisperFlo trim, and figure 20 for Cavitrol III
detail and the NPS 8 ET valve.

Disassembly

1. Remove the actuator and the bonnet according to steps 1 through 6 of the Replacing Packing procedure in the
Maintenance section.

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WARNING

To avoid personal injury due to leaking fluid, avoid damaging gasket sealing surfaces. The surface finish of the valve stem
(key 7) is critical for making a good packing seal. The inside surface of the cage or cage/baffle assembly (key 3), or cage
retainer (key 31), is critical for smooth operation of the valve plug. The seating surfaces of the valve plug (key 2) and seat
ring (key 9) are critical for proper shutoff. Unless inspection reveals otherwise, assume all these parts are in good condition
and protect them accordingly.

2. Remove the packing flange nuts, packing flange, upper wiper, and packing follower (keys 5, 3, 12, and 13 in figure

14). Carefully push out all the remaining packing parts from the valve side of the bonnet using a rounded rod or
other tool that will not scratch the packing box wall. Clean the packing box and the metal packing parts.

3. Inspect the valve stem threads and packing box surfaces for any sharp edges which might cut the packing.
Scratches or burrs could cause packing box leakage or damage to the new packing. If the surface condition cannot
be improved by light sanding, replace the damaged parts.

4. Remove the load ring (key 26) from an NPS 8 ET valve, or the cage adaptor (key 4) from any restricted-trim valve
throughNPS4,andwrapitforprotection.

5. On an NPS 6 ET valve with Whisper Trim III or WhisperFlo cage, also remove the bonnet spacer (key 32) and bonnet
gasket (key 10) on top of the spacer. Then on any construction with a cage retainer (key 31), remove the cage
retainer and its associated gaskets. A Whisper Trim III and WhisperFlo cage retainer has two 3/8-inch-16 UNC
tappings in which screws or bolts can be installed for lifting.

6. Remove the cage or cage/baffle assembly (key 3), the associated gaskets (keys 10, 11, and 12), and shim (key 51). If
thecageisstuckinthevalve,usearubbermallettostriketheexposedportionofthecageatseveralpointsaround
its circumference.

7. For constructions other than TSO (tight shutoff) trim, remove the seat ring or liner (key 9) or disk seat (key 22), seat
ring gasket (key 13), and the seat ring adaptor (key 5) and adaptor gasket (key 14) where used in a restricted-trim
seat ring construction. PTFE-seat constructions use a disk (key 23) sandwiched between the disk seat and disk
retainer (key 21).

8. For TSO (tight shutoff) trim constructions, perform the following steps (refer to figures 6 and 7):

D Remove the retainer, backup ring, anti-extrusion rings, and piston ring.

D Remove the set screws that lock the outer plug to the inner plug.

D Using a strap wrench or similar tool, unscrew the outer plug from the inner plug. Do not damage the outer plug

guide surfaces.

D Remove the protected soft seat seal.

D Inspect the parts for damage and replace if needed.

9. For all constructions, inspect parts for wear or damage which would prevent proper operation of the valve. Replace
or repair trim parts according to the following procedure for Lapping Metal Seats or other valve plug maintenance
procedures as appropriate.

Lapping Metal Seats

CAUTION

To avoid damaging the ENVIRO-SEAL Bellows Seal Bonnet assembly, do not attempt to lap the metal seating surfaces. The
design of the assembly prevents rotation of the stem and any forced lapping rotation will damage internal components of
the ENVIRO-SEAL Bellows Seal bonnet.

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Instruction Manual

D100398X012

ET Valve

October 2014

Except with respect to the ENVIRO-SEAL Bellows Seal Bonnet assembly, with metal-seat constructions, lapping seating
surfaces of the valve plug and seat ring or liner (keys 2 and 9, figure 16, 17, or 20) can improve shutoff. (Deep nicks
should be machined out rather than ground out.) Use a good quality l apping compound of a mixture of 280 to
600-grit. Apply the compound to the bottom of the valve plug.

Assemble the valve to the extent that the cage and the cage retainer and bonnet spacer (if used) are in place and the
bonnetisboltedtothevalvebody.Asimplehandlecanbemadefromapieceofstrapironlockedtothevalveplug
stem with nuts. Rotate the handle alternately in each direction to lap the seats. After lapping, remove the bonnet and
clean the seat surfaces. Completely assemble as described in the Assembly portion of the Trim Maintenance procedure
and test the valve for shutoff. Repeat the lapping procedure if leakage is still excessive.

Figure 7. Typical Balanced TSO Trim

VALVE PLUG SEAL

A7096

PROTECTED SOFT SEAT

Valve Plu g Maintenance

Except where indicated, key numbers in this section are referenced in figure 16 for standard NPS 1 through 6
constructions, figure 17 for Whisper Trim III, figures 18 and 19 for WhisperFlo trim, and figure 20 for Cavitrol III detail
and the NPS 8 ET valve.

CAUTION

To avoid the valve plug seal ring (key 28) not sealing properly, be careful not to scratch the surfaces of the ring groove in
the valve plug or any of the surfaces of the replacement ring.

1. With the valve plug (key 2) removed according to the Disassembly portion of the Trim Maintenance procedure,
proceed as appropriate:

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ET Valve

October 2014

Instruction Manual

D100398X012

For the two-piece seal ring, The ring cannot be reused because it is a closed ring which must be pried and/or cut from
the groove. Once the seal ring is removed, the elastomeric backup ring (key 29), which is also a closed ring, can be
pried from the groove.

CAUTION

To avoid damaging the seal ring, slowly and gently stretch it for the following procedure. Avoid jerking sharply on t he ring.

To install a new two-piece seal ring, apply a general purpose silicone-base lubricant to both the backup ring and seal
ring(keys29and28).Placethebackupringoverthestem(key7)andintothegroove.Placethesealringoverthetop
edge of the valve plug (key 2) so that it enters the groove on one side of the valve plug. Slowly and gently stretch the
sealringandworkitoverthetopedgeofthevalveplug.ThePTFEmaterialinthesealringmustbepermittedtimeto
cold-flow during the stretching procedure, so avoid jerking sharply on this ring. Stretching the seal ring over the valve
plug may make it seem unduly loose when in the groove, but it will contract to its original size after insertion into the
cage.

For the spring-loaded seal ring, the ring used on a valve plug having a 136.5 mm (5.375 inch) or less port diameter may
be removed undamaged by first working the retaining ring (key 27) off with a screwdriver. Then carefully slide the
metal backup ring (key 29) and seal ring (key 28) off the valve plug (key 2). The spring-loaded seal ring used on a valve
plug having a 178 mm (7-inch) or greater port diameter must be carefully pried and/or cut from its groove. Therefore,
it cannot be reused.

A spring-loaded seal ring must be installed so that its open side faces toward the valve stem, or toward the seat of the
plug depending on flow direction, as shown in view A of figure 16 or 20. To install a spring-loaded seal ring on a valve
plug with a 136.5 mm (5.375 inch) or less port diameter, slide the seal ring (key 28) onto the valve plug followed by
the metal backup ring (key 29). Then install the retaining ring (key 27) by inserting one end in the groove and, while
turning the plug, press the ring into the groove. Again, be careful not to scratch any surfaces of the ring or plug.

CAUTION

To avoid damaging the seal ring, slowly and gently stretch it for the following procedure. Avoid jerking sharply on t he ring.

To install the seal ring on a valve plug with 178 mm (7-inch) or greater port diameter, lubricate it with a general
purpose silicone-base lubricant. Then gently stretch the seal ring and work it over the top edge of the valve plug. The
PTFE material in the seal ring must be permitted time to cold-flow during the stretching procedure, so avoid jerking
sharply on the ring. Stretching the seal ring over the valve plug may make it seem unduly loose when in the groove,
but it will contract to its original size after insertion into the cage.

CAUTION

Never reuse an old stem or adaptor with a new valve plug. Using an old stem or adaptor with a new plug requires drilling a
new pin hole in the stem (or adaptor, in case an ENVIRO-SEAL bellows seal bonnet is being used). This drilling weakens the
stem or adaptor and may cause failure in service. However, a used valve plug may be reused with a new stem or adaptor,
except with Cavitrol III trim.

Note

The valve plug and valve plug stem for 2-stage Cavitrol III trim are a matched set and must be ordered together. If the 2-stage
Cavitrol III valve plug or valve plug stem is damaged, replace the entire assembly (key 2, figure 20).

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Instruction Manual

D100398X012

ET Valve

October 2014

Note

For plain bonnets and style 1 extension bonnets, the valve plug (key 2), valve stem (key 7), and pin (key 8) are available completely
assembled. Refer to the Key 2, 7, and 8 Valve Plug and Stem Assembly tables in the Parts List.

2. Toreplacethevalvestem(key7),driveoutthepin(key8).Unscrewthevalveplugfromthestemoradaptor.

3. To replace the adaptor (key 24, figure 14) on ENVIRO-SEAL bellows seal bonnets, place the plug stem assembly and
valve plug in a soft-jaw chuck or other type of vise so that the jaws grip a portion of the valve plug that is not a
seating surface. Drive out the pin (key 36, figure 14). Reverse the plug stem assembly in the soft-jaw chuck or vise.
Grip the flat areas on the valve stem just below the threads for the actuator/stem connection. Unscrew the valve
plug/adaptor assembly (key 24, figure 14) from the valve stem assembly (key 20, figure 14).

4. Screw the new stem or adaptor into the valve plug. Tighten to the torque value given in table 5. Refer to table 5 to
select the proper hole size. Drill through the stem or adaptor, using the hole in the valve plug as a guide. Remove
any chips or burrs and drive in a new pin to lock the assembly.

Table 5. Valve Stem Connection Assembly Torque and Pin Replacement

VALVE STEM DIAMETER TORQUE, MINIMUM TO MAXIMUM HOLE SIZE

mm Inches NSm LbfSft mm Inch

9.5

12.7

19.1

25.4

31.8

3/8
1/2
3/4

1

1-1/4

40-47

81-115
237-339
420-481
827-908

25-35

60-85
175-250
310-355
610-670

2.41 - 2.46

3.20 - 3.25

4.80 - 4.88

6.38 - 6.45

6.38 - 6.45

0.095 -0.097

0.126 -0.128

0.189 -0.192

0.251 -0.254

0.251 -0.254

5. For ENVIRO-SEAL bellows seal bonnets, grip the flats of the stem extending out of the top of the bellows shroud
with a soft-jaw chuck or other type of vise. Screw the valve plug/adaptor assembly onto the valve stem. Tighten as
necessarytoalignthepinholeinthestemwithoneoftheholesintheadaptor.Securetheadaptortothestemwith
anewpin.

Assembly

Except where indicated, key numbers are referenced in figure 16 for standard NPS 1 through 6 constructions, figure 17
for Whisper Trim III detail, figures 18 and 19 for WhisperFlo detail, and figure 20 for Cavitrol III detail and the NPS 8 ET
valve.

1. With a restricted-trim seat ring construction, install the adaptor gasket (key 14) and seat ring adaptor (key 5).

2. Install the seat ring gasket (key 13), seat ring or liner (key 9), or disk seat (key 22). With a PTFE-seat construction,
install the disk and disk retainer (keys 21 and 23).

3. Install the cage or cage/baffle assembly (key 3). Any rotational orientation of the cage or assembly with respect to
the valve body is acceptable. A Whisper Trim III cage designated by level A3, B3, or C3 may be installed with either
end up. The level D3 cage/baffle assembly or Cavitrol III cage assembly, however, must be installed with the hole
pattern end next to the seat ring. If a cage retainer (key 31) is to be used, place it on top o f the cage.

4. For constructions other than TSO (tight shutoff) trim, slide the valve plug (key 2) and stem assembly, or valve plug
and ENVIRO-SEAL bellows seal assembly, into the cage. Make sure the seal ring (key 28) is evenly engaged in the
entrance chamfer at the top of the cage (key 3) or cage retainer (key 31) to avoid damaging the ring.

5. For TSO (tight shutoff) trim constructions, perform the following steps (refer to figures 6 and 7).

D Thread the outer plug onto the inner plug until the parts seat metal to metal, using a strap wrench or similar tool

that will not damage the outer plug guide surfaces.

D Mark the top of the inner plug and outer plug with alignment marks in the assembled position.

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