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D100391X012
Design EDR and ETR easy-er Valves
Contents
Introduction 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Scope of Manual 1. . . . . . . . . . . . . . . . . . . . . . . . .
Description 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Specifications 2. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installation 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Maintenance 4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Trim Maintenance 4. . . . . . . . . . . . . . . . . . . . . . . .
Packing Maintenance 7. . . . . . . . . . . . . . . . . . . . .
Parts Ordering 11. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Packing Kits 12. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Parts Kits 14. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Parts List 15. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Introduction
Scope of Manual
This instruction manual includes installation,
maintenance, and parts information for 1- through
4-inch Design EDR and ETR valves (see figure 1).
The valves are available in Class 150 through 600
ratings.
The valves are also available with full-size and
restricted-trim designs. Refer to separate manuals
for instructions covering the actuator and
accessories.
No person may install, operate, or maintain a Design
EDR or ETR valve without first D being fully trained
and qualified in valve, actuator, and accessory
installation, operation, and maintenance, and D
carefully reading and understanding the contents of
this manual. If you have any questions about these
instructions, contact your Emerson Process
Managementt sales office before proceeding.
Description
The Design EDR and ETR are single-port,
globe-style valves that feature cage guiding, a
balanced plug design, and push-down-to-open valve
plug action. The valve constructions are available
with metal-to-metal or metal-to-composition seats.
These constructions permit access to the internal
trim parts through the bottom flange without
removing the actuator from the valve.
W2080-1 / IL
Figure 1. Reverse Acting easy-er Valve with Actuator
Note
Neither Emersonr, Emerson Process
Management, Fisherr, nor any of their
affiliated entities assumes
responsibility for the selection, use
and maintenance of any product.
Responsibility for the selection, use,
and maintenance of any product
remains with the purchaser and
end-user.
Instruction Manual
Form 5050
August 2006
EDR and ETR Valves
EDR and ETR Valves
Instruction Manual
Form 5050
August 2006
2
Table 1. Specifications
Available Valve Constructions
See table 2
End Connection Styles
Cast Iron Valves
Flanged: Class 125 flat-face or 250 raised-face
flanges per ASME B16.1
Screwed: Consistent with ASME B16.4
Steel and Stainless Steel Valves
Flanged: Class 150, 300, and 600 raised-face or
ring-type joint flanges per ASME B16.5
Screwed or Socket Welding: All available ASME
B16.11 schedules that are consistent with Class
600 per ASME B16.34
Buttwelding: Consistent with ASME B16.25
Maximum Inlet Pressure
(1)
Cast Iron Valves
Flanged: Consistent with Class 125B or 250B
pressure-temperature ratings per ASME B16.1
Screwed: Consistent with Class 250
pressure-temperature ratings per ASME B16.4
Steel and Stainless Steel Valves
Flanged: Consistent with Class 150, 300, and
600
(2)
pressure-temperature ratings per ASME
B16.34
Screwed or Welding: Consistent with Class 600
pressure-temperature ratings per ASME B16.34
Shutoff Classification
Design EDR: ANSI/FCI 70-2 and IEC 60534-4
Class II (standard); Class III for valves with a
graphite piston ring and 78 mm (3.4375 inch) or
larger port diameter
Design ETR: Standard air test
(0.05 mL/minute/psid/inch of port diameter) using
air at service pressure drop or 3.5 bar (50 psi),
whichever is lower; or ANSI/FCI 70-2 and
IEC 60534-4 Class V (optional) with PTFE seats;
Class IV or V (optional) with metal seats
Flow Characteristics
Linear (all cages), quick-opening, or equal
percentage
Flow Directions
Linear, Quick Opening, or Equal Percentage
Cage: Normally up,
Whisper Trimr I Cage: Always down
Approximate Weights
VALVE SIZE,
INCHES
WEIGHT
kg Pounds
1 & 1.25
1.5
2
2.5
3
4
14
20
39
45
54
77
30
45
67
100
125
170
1. The pressure/temperature limits in this manual and any applicable standard or code limitation for the valve should not be exceeded.
2. Certain bonnet bolting material selections may require a Class 600 easy-e valve assembly to be derated. Contact your Emerson Process Management sales office.
Table 2. Available Valve Constructions
DESIGN
VALVE
SIZE,
INCHES
VALVE MATERIAL AND END CONNECTION STYLE
Carbon Steel, Alloy Steel, or Stainless Steel Valve Cast Iron Valve
Screwed
RF or RTJ Flanged
Butt-
welding
Socket
Weld
Screwed
Class 125B
FF Flanged
Class 250B
RF Flanged
Class 150 Class 300 Class 600
EDR
1, 1.5, or 2
1.25
2.5, 3, or 4
X
X
- - -
X
- - X
X
- - X
X
- - X
X
- - X
X
- - -
- - -
X
X
- - -
X
- - X
X
- - X
ETR
1, 1.5, or 2
1.25
2.5, 3, or 4
X
X
- - -
X
- - -
- - -
X
- - -
- - -
X
- - -
- - -
X
- - -
- - -
X
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
X = Available Construction
EDR and ETR Valves
Instruction Manual
Form 5050
August 2006
3
CAP SCREWS
INDICATOR SCALE
STEM LOCKNUTS
YOKE LOCKNUT
STEM
CONNECTOR
INDICATOR DISK
ACTUATOR
YOKE
PACKING
FLANGE
NUTS
BONNET
W2080-1 / IL
Figure 2. Actuator Mounting
Installation
WARNING
Always wear protective gloves,
clothing, and eyewear when
performing any installation operations.
To avoid personal injury or property
damage resulting from the sudden
release of pressure, do not install the
valve assembly where service
conditions could exceed the limits
given on the valve and actuator
nameplates. Use pressure-relieving
devices as required by accepted
industry, local, state, or Federal codes,
and good engineering practices.
Check with your process or safety
engineer for any other hazards that
may be present from exposure to
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
The valve configuration and
construction materials were selected
to meet particular pressure,
temperature, pressure drop, and
controlled fluid conditions. Because
some body/trim material combinations
are limited in their pressure drop and
temperature range capabilities, do not
exceed these conditions without first
contacting your Emerson Process
Management sales office.
Inspect the valve and pipelines to
ensure they are not damaged, are
clean, and free of foreign material.
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 oriented so that pipeline flow is in the same
direction as the arrow (see figure 2) on the side of
the valve.
3. The control valve assembly can be installed in
any orientation unless limited by seismic criteria.
However, the normal method is with the actuator
vertical above the valve body (see figure 2). Other
positions may result in uneven valve plug and cage
wear, and improper operation. With some valves, 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. If a post-weld heat
treatment process is to be applied to the valve end
connections, and the valve has composition or
elastomer trim parts, remove the trim to avoid
damage to the soft parts.
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.
EDR and ETR Valves
Instruction Manual
Form 5050
August 2006
4
Shrunk-fit pieces and threaded
connections may 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. 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 and also see
figure 2.
WARNING
Personal injury could result from
packing leakage. Valve packing was
tightened prior to shipment; however
some readjustment will be required to
meet specific service conditions.
Maintenance
WARNING
Avoid personal injury from sudden
release of process pressure. Before
performing any maintenance
operations:
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.
D Use bypass valves or completely
shut off the process to isolate the
valve from process pressure. Relieve
process pressure on both sides of the
valve. Drain the process media from
both sides of the valve.
D Vent the power 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.
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 trim maintenance, packing
maintenance, and packing lubrication. All
maintenance operations may be performed with the
valve installed in the pipeline.
Note
If the valve has ENVIRO-SEALr
live-loaded packing installed (figure 9,
10, or 11), see the Fisher instruction
manual entitled ENVIRO-SEAL Packing
System for Sliding-Stem Valves for
packing instructions.
If the valve has HIGH-SEALt
Heavy-Duty live-loaded packing
installed (figure 8), see the Fisher
instruction manual entitled HIGH-SEAL
Live-Loaded Packing System for
packing instructions.
Trim Maintenance
Disassembly
Note
Whenever a gasket seal is disturbed
by removing or shifting gasketed
parts, install a new gasket upon
reassembly. This is necessary to
ensure a good gasket seal.
Key number locations are shown in figure 12 or 13
unless otherwise indicated.
EDR and ETR Valves
Instruction Manual
Form 5050
August 2006
5
STEM
DISK SEAT
DISK
VALVE PLUG
CAGE
CASTLE NUT
COTTER PIN
DESIGN ETR OR EDR
NOTE:
DESIGN ETR USES A SEAL RING (KEY 24) AND A BACKUP RING
(KEY 25) (SEE FIGURE 12).
40A5479-B
B2360 / IL
1
1
Figure 3. Valve Plug Assembly
CAUTION
Take care when removing the bottom
flange (key 31) in the following
procedure, to prevent possible product
damage from parts unexpectedly
falling out of the valve body.
1. Isolate the control valve from the line pressure,
release pressure from both sides of the valve body,
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, release all
pressure from the actuator. Use lock-out procedures
to be sure that the above measures stay in effect
while you work on the equipment. When removing the
bottom flange (key 31), be careful that the cage and
other parts are not damaged by unexpectedly falling
out of the valve body. Remove the nuts (key 16) or
cap screws from the bottom flange.
2. Removing the valve plug from the valve body, the
valve plug can be removed independently of the
valve stem by removing the cotter pin and castle nut
(keys 30 and 8). Then, slide the valve plug out of the
cage (see figure 3).
D Disconnect the stem connector, and loosen the
packing flange nuts (see figure 2).
D Move the valve stem away from the actuator
stem allowing room to remove the indicator disk and
stem locknuts. Remove the parts indicated.
D Remove the valve plug by pulling the valve
plug/stem assembly through the packing and out of
the bottom of the bonnet.
D If the valve plug is to be re-used but the stem
needs to be replaced, drive the pin (key 8) out of the
plug/stem assembly and unscrew the valve stem.
CAUTION
Take care during disassembly in the
following procedure, to prevent
possible damage to sealing surfaces.
3. Remove the seat ring (key 9), gaskets
(keys 10, 11, 12, and 13), and any remaining parts if
they did not come out with the valve plug. If the seat
ring (key 9) is stuck in the valve body, strike the
outside of the valve body at the seat ring line with a
rubber hammer while pulling down on the seat ring.
Carefully remove the seat ring without damaging
sealing surfaces.
If necessary, machine or grind metal seats before
installing the piston ring/seal ring or packing, or refer
to the Lapping Metal Seats procedure in this section.
Lapping Metal Seats
A certain amount of leakage should be expected
with metal-to-metal seating in any valve body. If the
leakage becomes excessive, however, the condition
of the seating surfaces of the valve plug and seat
ring can be improved by lapping. (Deep nicks should
be machined out rather than ground out.) Use a
good quality lapping compound of a mixture of 280
to 600-grit.
Assemble the valve to the extent that the seat ring
(key 9), cage (key 3), cage adaptor (key 4, if used),
and bonnet are in place. Also, remove the piston ring
or seal ring from the valve plug (if used).
1. Insert the valve stem (key 7) into the bonnet and
thread the plug (key 2) onto the end of the stem.
Make a simple handle from a piece of strap iron; lock
it to the valve with the stem locknuts.
2. Apply the lapping compound to the seating
surfaces. Rotate the handle alternately in each
direction to lap the seats. After lapping the seats,
remove the valve plug and stem, then clean all parts.
Repeat the lapping procedure if necessary.
Trim Assembly
Carefully clean all gasket surfaces. Use new gaskets
during reassembly of the valve.
EDR and ETR Valves
Instruction Manual
Form 5050
August 2006
6
Table 3. Valve Body-to-Flange Nut Torques
VALVE
SIZE,
INCHES
TORQUES
(1)
SA193-B7
SA193-B8M
(2)
NSm LbfSft NSm LbfSft
1 and 1.25 129 95 64 47
1.5, 1.5 x 1, 2, or 2 x 1 96 71 45 33
2.5, 2.5 x 1.5, or 3 x 1.5 129 95 64 47
3, 3 x 2, 3 x 2.5, or 4 x 2 169 125 88 65
4, 4 x 2.5, or 4 x 3 271 200 156 115
1. Determined from laboratory tests.
2. SA193-B8M annealed.
Replacing the Seal or Piston Ring
CAUTION
Be careful not to scratch the surface of
the ring groove in the valve plug (key
2), or the new ring may not seal
properly.
D For Design EDR, if the piston ring (key 6) is
visibly damaged, remove the ring and replace it with
a new part. Refer to the Parts List at the end of this
manual for a replacement part.
D For Design ETR, if the seal ring and backup
ring (keys 24 and 25) are visibly damaged, remove
the rings by prying or cutting them from the groove.
Be careful not to scratch valve plug surfaces. Refer
to the Parts List at the end of this manual for
replacement parts.
Assembling the Valve Plug and Stem
1. For Design EDR and ETR, perform the following
steps:
D Insert the stem (key 7) into the plug (key 2,
figure 3) and thread the castle nut (key 8) onto the
end of the stem and hand tighten.
CAUTION
To prevent possible product damage,
take care that the stem and plug are
not damaged during the following
tightening procedure.
D When tightening the castle nut with a wrench,
line up the hole in the end of the stem with a slot in
the castle nut. Ensure that the stem and plug are not
damaged during the tightening procedure.
D Insert the cotter pin (key 30) and lock it in
place.
Installing the Piston Rings or Backup Ring/Seal
Rings
1. For Design EDR: When using a carbon-filled
PTFE piston ring, spread the ring apart slightly at the
split, start one end of the split into the groove in the
valve plug. Work the ring around the valve plug
inserting the ring into the groove in the valve plug.
The replacement graphite piston rings will arrive in
one piece. Use a vise with smooth or tapered jaws to
break the replacement piston ring into two halves.
Place the new ring in the vise so that the jaws
compress the ring into an oval. Compress the ring
slowly until the ring snaps on both sides. If one side
snaps first, do not try to tear or cut the other side.
Instead, keep compressing the ring until the other
side snaps. The piston ring can also be fractured by
scoring and snapping over a hard surface such as a
table edge. Sawing or cutting the ring is not
recommended.
2. For Design ETR: Apply a lubricant to both
backup and seal rings (keys 25 and 24). Place the
backup ring over the stem (key 7) and into the
groove in the valve plug (key 3). Slowly and gently
stretch the seal ring over the valve plug and work it
into the groove. Stretching the ring over the valve
plug can cause it to appear too large for the groove,
but it will contract to its original size when inserted
into the cage.
CAUTION
When installing the Design EDR or
ETR valve plug into the cage, make
sure the piston or seal ring is evenly
engaged in the entrance chamfer of
the cage to avoid damage to the ring.
Note
Use the preceding procedures to
assemble the valve plug and stem
before installing the parts into the
valve body. Insert the valve plug into
the cage (figure 3), then stack the
parts as recommended in steps below.
Installing the Parts into the Valve Body
1. Stack the valve trim parts using figures 12 and 13
to determine the sequence of parts.
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