Instruction Manual Supplement
D103401X012
ED, ES, ET, EW, EZ, HP Valves
November 2017
Safety manual for Fisher™ ED, ES, ET, EW, EZ,
or HP Valves
Purpose
This safety manual provides information necessary to design, install, verify and maintain a Safety Instrumented
Function (SIF) utilizing the Fisher ED, ES, ET, EW, EZ, or HP valve.
WARNING
This instruction manual supplement is not intended to be used as a stand-alone document. It must be used in conjunction
with the following manuals:
Fisher ED and EAD easy-e™ Valves CL125 through CL600 Instruction Manual (D100390X012
Fisher ES and EAS easy-e Valves CL125 through CL600 Instruction Manual (D100397X012
Fisher ET and EAT easy-e Valves CL125 through CL600 Instruction Manual (D100398X012
Fisher EZ easy-e Control Valve Instruction Manual (D100401X012
Fisher EZ-C, ET-C, and EWT-C Cryogenic Control Valves Instruction Manual (D102175X012
Fisher EWD, EWS, and EWT Valves through NPS 12x8 Instruction Manual (D100399X012
Fisher Large ET/EWT and ED/EWD Valves NPS 12 through 30 Instruction Manual (D103553X012
Fisher HP and HPA Control Valves Instruction Manual (D101634X012
Failure to use this instruction manual supplement in conjunction with the above referenced manuals could result in
personal injury or property damage. If you have any questions regarding these instructions or need assistance in obtaining
any of these documents, contact your Emerson sales office
)
)
or Local Business Partner.
)
)
)
)
)
)
Introduction
This manual provides information that is necessary for meeting the IEC 61508 or IEC 61511 functional safety
standards.
Figure 1. Fisher Valve with 667 Actuator
X1183
ED or ET Valve
W2174‐3
ES Valve
X1183
EZ Valve with FIELDVUEt
DVC6200 Digital Valve Controller
W2777
EW Valve
X0183-1
HP Valve with FIELDVUE
DVC6200 Digital Valve Controller
www.Fisher.com
ED, ES, ET, EW, EZ, HP Valves
November 2017
Instruction Manual Supplement
D103401X012
Terms and Abbreviations
Safety: Freedom from unacceptable risk of harm.
Functional Safety: The ability of a system to carry out the actions necessary to achieve or to maintain a defined safe
state for the equipment / machinery / plant / apparatus under control of the system.
Basic Safety: The equipment must be designed and manufactured such that it protects against risk of injury to persons
by electrical shock and other hazards and against resulting fire and explosion. The protection must be effective under
all conditions of the nominal operation and under single fault condition.
Safety Assessment: The investigation to arrive at a judgment based on the facts of the safety achieved by
safetyrelated systems.
FailSafe State: State where valve actuator is deenergized and spring is extended.
Fail Safe: Failure that causes the valve to go to the defined failsafe state without a demand from the process.
Fail Dangerous: Failure that does not respond to a demand from the process (i.e. being unable to go to the defined
failsafe state).
Fail Dangerous Undetected: Failure that is dangerous and that is not being diagnosed by automatic stroke testing.
Fail Dangerous Detected: Failure that is dangerous but is detected by automatic stroke testing.
Fail Annunciation Undetected: Failure that does not cause a false trip or prevent the safety function but does cause
loss of an automatic diagnostic and is not detected by another diagnostic.
Fail Annunciation Detected: Failure that does not cause a false trip or prevent the safety function but does cause loss of
an automatic diagnostic or false diagnostic indication.
Fail No Effect: Failure of a component that is part of the safety function but that has no effect on the safety function.
Low Demand Mode: Mode where the proof test frequency is greater than twice the frequency of demand for operation
made on the safetyrelated system.
b: Beta factor for common cause effects of failure.
l: Failure rate. λDD: dangerous detected; λDU: dangerous undetected; λSD: safe detected; λSU: safe undetected.
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Instruction Manual Supplement
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ED, ES, ET, EW, EZ, HP Valves
November 2017
Acronyms
FMEDA: Failure Modes, Effects and Diagnostic Analysis
HFT: Hardware Fault Tolerance
MOC: Management of Change. These are specific procedures often done when performing any work activities in
compliance with government regulatory authorities.
PFD
: Average Probability of Failure on Demand
AVG
SFF: Safe Failure Fraction, the fraction of the overall failure rate of a device that results in either a safe fault or a
diagnosed unsafe fault.
SIF: Safety Instrumented Function, a set of equipment intended to reduce the risk due to a specific hazard (a safety
loop).
SIL: Safety Integrity Level, discrete level (one out of a possible four) for specifying the safety integrity requirements of
the safety functions to be allocated to the E/E/PE safetyrelated systems where Safety Integrity Level 4 has the highest
level of safety integrity and Safety Integrity Level 1 has the lowest.
SIS: Safety Instrumented System – Implementation of one or more Safety Instrumented Functions. A SIS is composed
of any combination of sensor(s), logic solver(s), and final element(s).
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ED, ES, ET, EW, EZ, HP Valves
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Instruction Manual Supplement
Related Literature
Hardware Documents:
51.1:ED, Fisher ED, EAD, and EDR Sliding-Stem Control Valves Bulletin: D100017X012
Fisher ED and EAD easy-e Valves CL125 through CL600 Instruction Manual: D100390X012
51.1:ES, Fisher ES and EAS Sliding-Stem Control Valves Bulletin: D100021X012
Fisher ES and EAS easy-e Valves CL125 through CL600 Instruction Manual: D100397X012
51.1:ET, Fisher ET, EAT, and ETR Sliding-Stem Control Valves Bulletin: D100022X012
Fisher ET and EAT easy-e Valves CL125 through CL600 Instruction Manual: D100398X012
51.1:EZ, Fisher EZ Sliding-Stem Control Valve Bulletin: D100025X012
Fisher EZ easy-e Control Valve Instruction Manual: D100401X012
51.1:easy-e Cryogenic Fisher easy-e Cryogenic Sliding Stem Control Valves Bulletin: D102189X012
D103401X012
Fisher EZ-C, ET-C, and EWT-C Cryogenic Sliding-Stem Control Valves Instruction Manual: D102175X012
51.1:EW, Fisher EW Series (EWD/EWS/EWT) Sliding Stem Control Valves through NPS 12x8 Bulletin: D100023X012
Fisher EWD, EWS, and EWT Valves through NPS 12x8 Instruction Manual: D100399X012
51.1:ET/ED (Large): Fisher ED/EWD and ET/EWT Valves NPS 12 through 30 Bulletin: D103554X012
Fisher Large ET/EWT and ED/EWD Valves through NPS 12 through 30 Instruction Manual: D103553X012
51.2:HP, Fisher HP Series Control Valves Bulletin: D101635X012
Fisher HP and HPA Control Valves Instruction Manual: D101634X012
Guidelines/References:
D Safety Integrity Level Selection – Systematic Methods Including Layer of Protection Analysis, ISBN 1556177771,
ISA
D Control System Safety Evaluation and Reliability, 2nd Edition, ISBN 1556176388, ISA
D Safety Instrumented Systems Verification, Practical Probabilistic Calculations, ISBN 1556179099, ISA
Reference Standards
Functional Safety
D IEC 61508: 2010 Functional safety of electrical/electronic/ programmable electronic safetyrelated systems
D ANSI/ISA 84.00.012004 (IEC 61511 Mod.) Functional Safety – Safety Instrumented Systems for the Process Industry
Sector
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ED, ES, ET, EW, EZ, HP Valves
November 2017
Product Description
Fisher ED single-port control valves have balanced plugs and cage guided trim for all general applications with process
temperatures up to 593°C (1100°F). They are available in sizes ranging from NPS 1 to 30 and pressure ratings up to
CL600 in several different body configurations including ED and EAD:
D ED‐‐Globe body sliding-stem valve with Push-Down-To-Close action
D EAD‐‐Angle body sliding-stem valve with Push-Down-To-Close action.
In small to medium sizes these valves utilize a clamped trim design, meaning that the cage and seat ring are clamped
into the body using compression from the valve bonnet. In large sizes the trim is hung in the valve body and the seat
ring bolted into the valve body. These valves provide up to Class IV shutoff utilizing graphite piston rings, which seal
between the plug and cage. For tighter shutoff applications, shutoff can be improved to Class V with the use of the
optional C-seal or Bore seal.
Fisher ES single-port control valves have unbalanced plugs and cage guided trim for all general applications with
process temperatures up to 566°C (1050°F). They are available in sizes ranging from NPS ½ to 8 and pressure ratings
up to CL600 in several different body configurations including ES and EAS:
D ES‐‐Globe body sliding-stem valve with Push-Down-To-Close action
D EAS‐‐Angle body sliding-stem valve with Push-Down-To-Close action
These valves utilize a clamped trim design, meaning that the cage and seat ring are clamped into the body using
compression from the valve bonnet. These valves provide up to Class V shutoff, for tighter shutoff applications, shutoff
can be improved to Class VI.
Fisher ET single-port control valves have balanced plugs and cage guided trim for all general applications with process
temperatures up to 316°C (600°F). They are available in sizes ranging from NPS 1 to 30 and pressure ratings up to
CL600 in several different body configurations including ET and EAT:
D ET‐‐Globe body sliding-stem valve with Push-Down-To-Close action
D EAT‐‐Angle body sliding-stem valve with Push-Down-To-Close action
In small to medium sizes these valves utilize a clamped trim design, meaning that the cage and seat ring are clamped
into the body using compression from the valve bonnet. In large sizes the trim is hung in the valve body and the seat
ring screwed into the cage. These valves provide up to Class V shutoff utilizing a spring loaded PTFE seal ring, which
seals between the plug and cage. For tighter shutoff applications, shutoff can be improved to Class VI in small to
medium sizes.
Fisher Cryogenic single-port control valves have either balanced or unbalanced valve plugs and feature stainless steel
materials, specialized seals and extension bonnets for cryogenic service applications with temperatures down to
-193°C (-325°F). They are available in sizes ranging from NPS 1 to 30 and pressure ratings up to CL600 in several
different globe body, sliding-stem configurations including ET-C, EWT-C, and EZ-C:
D ET-C‐‐Balanced, cage guided, push-down-to-close valve
D EWT-C‐‐Balanced, cage guided, push-down-to-close valve with expanded end connections
D EZ-C‐‐Unbalanced, post guided, push-down-to-close valve
In small to medium sizes these valves utilize a clamped trim design, meaning that the cage (or seat ring retainer) and
seat ring are clamped into the body using compression from the valve bonnet. In large sizes the trim is hung in the
valve body and the seat ring bolted into the valve body. These valves tolerate the temperatures extremes of cryogenic
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Instruction Manual Supplement
D103401X012
applications by utilizing stainless steel materials, specialized seals, and extension bonnets that locate the sensitive
packing parts away from the sub-zero temperatures. These valves provide up to Class V shutoff, however for tighter
shutoff applications, shutoff can be improved to Class VI in small to medium sizes.
Fisher EZ single-port control valves have unbalanced valve plugs and post guided trim for viscous or other
hard-to-handle applications with process temperatures up to 593°C (1100°F). They are available in sizes ranging from
NPS ½ to 4 and pressure ratings up to CL600.
These valves utilize a clamped trim design, meaning that the seat ring and seat ring retainer are clamped into the body
using compression from the valve bonnet. These valves provide up to Class V shutoff, for tighter shutoff applications,
shutoff can be improved to Class VI.
Fisher EW single-port control valves have either balanced or unbalanced plugs, cage guided trim and feature large
internal cavities with expanded end connections for all general applications with process temperatures up to 593°C
(1100°F). The expanded end connections allow for installation into oversized piping without the need for piping
reducers. They are available in sizes ranging from NPS 4x2 to 24x20, where size designations are “End Connection
Size” x “Nominal Trim Size”. All sizes are available in pressure ratings up to CL600, with the NPS 8x6 and 12x8 sizes also
available in CL900 ratings. Several different globe body, sliding-stem configurations are available including EWD and
EWT:
D EWD‐‐Balanced Push-Down-To-Close valve for applications with process temperatures up to 593°C (1100°F)
D EWT‐‐Balanced Push-Down-To-Close valve for applications with process temperatures up to 316°C (600°F)
In small to medium sizes these valves utilize a clamped trim design, meaning that the cage and seat ring are clamped
into the body using compression from the valve bonnet. In large sizes the trim is hung in the valve body and the seat
ring bolted into the valve body (EWD constructions) or screwed into the cage (EWT constructions). EWD constructions
provide up to Class IV shutoff, however for tighter shutoff applications, shutoff can be improved to Class V with the use
of the optional C-seal or Bore seal. EWT constructions provide up to Class V shutoff, however for even tighter shutoff
applications, shutoff can be improved to Class VI in small to medium sizes.
Fisher HP single-port control valves have either balanced or unbalanced plugs, cage guided trim, and
Push-Down-To-Close action for all high pressure applications with process temperatures up to 566°C (1050°F). They
are available in sizes ranging from NPS 1 to 8 and pressure ratings up to CL2500 in several different body
configurations including HPD, HPAD, HPS, HPAS, HPT, and HPAT:
D
HPD‐‐Balanced, globe body sliding-stem valve for applications with process temperatures up to 566°C (1050°F)
D HPAD‐‐Balanced, angle body sliding-stem valve for applications with process temperatures up to 566°C (1050°F)
D HPS‐‐Unbalanced, globe body sliding-stem valve for applications with process temperatures up to 566°C (1050°F)
D HPAS‐‐Unbalanced, angle body sliding-stem valve for applications with process temperatures up to 566°C (1050°F)
D HPT‐‐Balanced, globe body sliding-stem valve for applications with process temperatures up to 316°C (600°F)
D HPAT‐‐Balanced, angle body sliding-stem valve for applications with process temperatures up to 316°C (600°F)
These valves utilize a clamped trim design, meaning that the seat ring and cage are clamped into the body using
compression from the valve bonnet. Up to Class V shutoff is available with these valves.
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Instruction Manual Supplement
D103401X012
ED, ES, ET, EW, EZ, HP Valves
November 2017
Designing a SIF Using Fisher ED, ES, ET, EW, EZ, or HP Valve
Safety Function
When the valve's actuator is deenergized, the actuator and valve shall move to its failsafe position. Depending on
which configuration is specified fail–closed or failopen, the actuator will move the valve plug to close off the flow path
through the valve body or open the flow path through the valve body.
The ED, ES, ET, EW, EZ, or HP valve is intended to be part of final element subsystem as defined per IEC 61508 and the
achieved SIL level of the designed function must be verified by the designer.
Pressure and Temperature limits
The designer of a SIF must check that the product is rated for use within the expected pressure and temperature limits.
Refer to the ED, ES, ET, EW, EZ, or HP valve product bulletin for pressure and temperature limits.
Application limits
The materials of construction of ED, ES, ET, EW, EZ, or HP valves are specified in the product bulletins. A range of
materials are available for various applications. The serial card will indicate what the materials of construction are for a
given valve. It is especially important that the designer check for material compatibility considering onsite chemical
contaminants and environmental conditions. If the ED, ES, ET, EW, EZ, or HP valve is used outside of the application
limits or with incompatible materials, the reliability data provided becomes invalid.
Diagnostic Response Time
The ED, ES, ET, EW, EZ, or HP valve does not perform any automatic diagnostic functions by itself and therefore it has
no diagnostic response time of its own. However, automatic diagnostics of the final control subsystem may be
performed such as Partial Valve Stroke Testing (PVST). This typically will exercise the valve over a small percentage of
its normal travel without adversely affecting the flow through the valve. If any failures of this PVST are automatically
detected and annunciated, the diagnostic response time will be the PVST interval time. The PVST must be performed
10 times more often than an expected demand in order for credit to be given for this test.
Design Verification
A detailed FMEDA report is available from Emerson. This report details all failure rates and failure modes as well as the
expected lifetime.
The achieved SIL of an entire SIF design must be verified by the designer via a calculation of PFD
architecture, proof test interval, proof test effectiveness, any automatic diagnostics, average repair time and the
specific failure rates of all products included in the SIF. Each subsystem must be checked to assure compliance with
minimum HFT requirements.
When using an ED, ES, ET, EW, EZ, or HP valve in a redundant configuration, a common cause factor of at least 5%
should be included in the Safety Integrity calculations.
The failure rate data listed in the FMEDA report is only valid for the useful lifetime of an ED, ES, ET, EW, EZ, or HP valve.
The failure rates will increase after this time period. Reliability calculations based on the data listed in the FMEDA
report for mission times beyond the useful lifetime may yield results that are too optimistic, i.e. the calculated Safety
Integrity Level will not be achieved.
considering
AVG
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SIL Capability
Systematic Integrity
Figure 2. exida SIL 3 Capable
Fisher ED, ES, ET, EW, EZ, and HP valves have met manufacturer design process requirements of IEC 61508 Safety
Integrity Level 3. These are intended to achieve sufficient integrity against systematic errors of design by the
manufacturer. A SIF designed with this product must not be used at a SIL level higher than stated without “prior use”
justification by the end user or diverse technology redundancy in the design.
Random Integrity
The ED, ES, ET, EW, EZ, and HP valves are classified as Type A devices according to IEC 61508, having a hardware fault
tolerance of 0. The complete final element subsystem, with a Fisher valve as the final control element, will need to be
evaluated to determine the Safe Failure Fraction of the subsystem. If the SFF for the entire final element subsystem is
between 60% and 90%, a design can meet SIL 2 @ HFT=0.
Safety Parameters
For detailed failure rate information refer to the Failure Modes, Effects and Diagnostic Analysis Report for the ED, ES,
ET, EW, EZ, and HP valves.
Connection of the Fisher ED, ES, ET, EW, EZ, HP Valve to the SIS
Logic-solver
The final element subsystem (consisting of a positioner, actuator, and ED, ES, ET, EW, EZ, or HP valve) is connected to
the safety rated logic solver which is actively performing the Safety Function as well as any automatic diagnostics
designed to diagnose potentially dangerous failures within the ED, ES, ET, EW, EZ, or HP valve, actuator and any other
final element components, (i.e. Partial Valve Stroke Test).
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November 2017
General Requirements
The system's response time shall be less than process safety time. The final control element subsystem needs to be
sized properly to assure that the response time is less than the required process safety time. The ED, ES, ET, EW, EZ, or
HP valve will move to its safe state in less than the required SIF's safety time under the specified conditions.
All SIS components including the ED, ES, ET, EW, EZ, or HP valve must be operational before process startup.
The user shall verify that the ED, ES, ET, EW, EZ, or HP valve is suitable for use in safety applications.
Personnel performing maintenance and testing on the ED, ES, ET, EW, EZ, or HP valve shall be competent to do so.
Results from the proof tests shall be recorded and reviewed periodically.
The useful life of the ED, ES, ET, EW, EZ, or HP valve is discussed in the Failure Modes, Effects and Diagnostic Analysis
Report for the Fisher ED, ES, ET, EW, EZ, and HP valves.
Installation and Commissioning
Installation
WARNING
To ensure safe and proper functioning of equipment, users of this document must carefully read all instructions, warnings,
and cautions in each applicable instruction manual.
The Fisher ED, ES, ET, EW, EZ, or HP valve must be installed per standard practices outlined in the appropriate
instruction manual.
The environment must be checked to verify that pressure and temperature conditions do not exceed the ratings.
The ED, ES, ET, EW, EZ, or HP valve must be accessible for physical inspection.
Table 1. Recommended Full Stroke Proof Test
Step Action
1 Bypass the safety function and take appropriate action to avoid a false trip.
2 Interrupt or change the signal/supply to the actuator to force the actuator and valve to perform a full stroke to the FailSafe state and
3 Restore the supply/signal to the actuator and confirm that the normal operating state was achieved.
4 Inspect the ED, ES, ET, EW, EZ, or HP valve and the other final control element components for any leaks, visible damage or contamination.
5 Record the test results and any failures in your company's SIF inspection database.
6 Remove the bypass and restore normal operation.
confirm that the Safe State was achieved and within the correct time.
Physical Location and Placement
The Fisher ED, ES, ET, EW, EZ, or HP valve shall be accessible with sufficient room for the actuator, pneumatic
connections, and any other components of the final control element. Provisions shall be made to allow for manual
proof testing.
The ED, ES, ET, EW, EZ, or HP valve shall be mounted in a low vibration environment. If excessive vibration can be
expected special precautions shall be taken to ensure the integrity of pneumatic connectors or the vibration should be
reduced using appropriate damping mounts.
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Operation and Maintenance
Suggested Proof Test
The objective of proof testing is to detect failures within an ED, ES, ET, EW, EZ, or HP valve that are not detected by any
automatic diagnostics of the system. Of main concern are undetected failures that prevent the Safety Instrumented
Function from performing its intended function.
The frequency of proof testing, or the proof test interval, is to be determined in reliability calculations for the Safety
Instrumented Functions for which an ED, ES, ET, EW, EZ, or HP valve is applied. The proof tests must be performed
more frequently than or as frequently as specified in the calculation in order to maintain the required Safety Integrity
of the Safety Instrumented Function.
The proof test shown in table 1 is recommended. The results of the proof test should be recorded and any failures that
are detected and that compromise functional safety should be reported to Emerson Process Management. The
suggested proof test consists of a full stroke of the ED, ES, ET, EW, EZ, or HP valve.
The person(s) performing the proof test of an ED, ES, ET, EW, EZ, or HP valve should be trained in SIS operations,
including bypass procedures, valve maintenance and company Management of Change procedures. No special tools
are required.
Repair and replacement
Repair procedures in the appropriate valve instruction manual must be followed.
Manufacturer Notification
Any failures that are detected and that compromise functional safety should be reported to Emerson Automation
Solutions. Please contact your Emerson sales office
or Local Business Partner.
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Instruction Manual Supplement
D103401X012
ED, ES, ET, EW, EZ, HP Valves
November 2017
Appendix A
Sample Startup Checklist
This appendix provides a Sample Startup Checklist for a Fisher ED, ES, ET, EW, EZ, or HP valve. A startup checklist will
provide guidance during the final control element's emplo
yment.
Start-Up Checklist
The following checklist may be used as a guide to employ the ED, ES, ET, EW, EZ, or HP valve in a safety critical SIF
compliant to IEC61508.
# Activity Result Verified
By Date
Design
Target Safety Integrity Level and PFD
Correct valve mode chosen (Failclosed, Failopen)
Design decision documented
Pneumatic compatibility and suitability verified
SIS logic solver requirements for valve tests defined and documented
Routing of pneumatic connections determined
SIS logic solver requirements for partial stroke tests defined and
documented
Design formally reviewed and suitability formally assessed
Physical location appropriate
Pneumatic connections appropriate and according to applicable codes
SIS logic solver valve actuation test implemented
Maintenance instructions for proof test released
Verification and test plan released
Implementation formally reviewed and suitability formally assessed
Electrical connections verified and tested
Pneumatic connection verified and tested
SIS logic solver valve actuation test verified
Safety loop function verified
Safety loop timing measured
Bypass function tested
Verification and test results formally reviewed and suitability formally
assessed
Tubing blockage / partial blockage tested
Safety loop function tested
determined
AVG
Implementation
Verification and Testing
Maintenance
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Neither Emerson, Emerson Automation Solutions, nor any of their affiliated entities assumes responsibility for the selection, use or maintenance
of any product. Responsibility for proper selection, use, and maintenance of any product remains solely with the purchaser and end user.
Fisher, FIELDVUE, and easy-e are marks owned by one of the companies in the Emerson Automation Solutions business unit of Emerson Electric Co. Emerson
Automation Solutions, Emerson, and the Emerson logo are trademarks and service marks of Emerson Electric Co. All other marks are the property of their
respective owners.
The contents of this publication are presented for informational purposes only, and while every effort has been made to ensure their accuracy, they are not
to be construed as warranties or guarantees, express or implied, regarding the products or services described herein or their use or applicability. All sales are
governed by our terms and conditions, which are available upon request. We reserve the right to modify or improve the designs or specifications of such
products at any time without notice.
Emerson Automation Solutions
Marshalltown, Iowa 50158 USA
Sorocaba, 18087 Brazil
Cernay, 68700 France
Dubai, United Arab Emirates
Singapore 128461 Singapore
www.Fisher.com
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E 2010, 2017 Fisher Controls International LLC. All rights reserved.
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