Figure 1. Fisher GX Control Valve, Actuator, and
FIELDVUE DVC2000 Digital Valve Controller
W8861
Scope of Manual
This instruction manual includes installation, maintenance, and parts information for the Fisher GX control valve and
actuator system.
Do not install, operate, or maintain a GX valve 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.
Description
The GX is a compact, state-of-the-art control valve and actuator system, designed to control a wide range of process
gases, vapors, and fluids.
The GX is rugged, reliable, and easy to select. It requires no actuator sizing -- the actuator selection is automatic once
the valve body construction is selected.
The GX meets the requirements of both EN and ASME standards. It is available with a complete accessory package,
including the FIELDVUE DVC2000 integrated digital valve controller.
CW2M (sizesDN 25 through DN 100 only)CW2M(NPS1through4only)
ASME SA352 LCCASME SA352 LCC
Valve Body/Bonnet Materials
Face-to-Face Dimensions
Shutoff per IEC 60534-4
and ANSI/FCI 70-2
Flow DirectionFlow-up (Cavitrol™ III trim, Flow down)
Flow ControlCharacteristicsEqual Percentage and Linear
Trim Style
HandwheelAvailable as an option
Travel StopAvailable as an option
1. For 4.8 to 14mm ports, Class VI shutoff is achieved without PTFEseat.
(sizes DN 25 through DN 100 only)
(sizes DN 25 through DN 100 only)
(sizes DN 25 through DN 100 only)
Consistent with EN 558-1Series1
Port DiametersTrim Style Description
9.5, 14, 22 mm
70, 90, 136 mmBalanced Trim with Contoured plug or Unbalanced Port-Guided Plug
CN7M Alloy 20
CDMN Duplex SST
CF3 304L SST
Metal seat - Class IV(standard)
Metal seat - Class V (optional)
PTFE seat - Class VI(optional)
4.8 mmMicro-Flow trim (unbalanced)
Stem-Guided with Contoured Plug (unbalanced)
or Port-Guided with Cavitrol III trim (unbalanced)
36, 46 mmPort-Guided Plug (unbalanced)
Consistent with ANSI/ISA 75.08.01
CN7M Alloy 20
(NPS1through4only)
CDMN Duplex SST
(NPS1through4only)
CF3 304L SST
(NPS1through4only)
M35-2(NPS1through4only)
N7M Alloy B2
(NPS1through4only)
(1)
Instruction Manual
D103175X012
Valve 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 or bursting of pressure retaining parts might
result if service conditions exceed those for which the product was intended. To avoid 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
This valve is intended for a specific range of pressures, temperatures and other application specifications. Applying
different pressure and temperatures to the valve could result in parts damage, malfunction of the control valve or loss of
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control of the process. Do not expose this product to service conditions or variables other than those for which the product was
intended. If you are not sure what these conditions are you should contact your Emerson Process Management sales office
for more complete specifications. Provide the product serial number (shown on the nameplate, figure 2) and all other
pertinent information.
Figure 2. Fisher GX Nameplate Examples (Key 35)
GE01296-H
GE41229-D
WITHOUT SPRING INFORMATION
WITH SPRING INFORMATION
GG12198-A
ELECTRIC ACTUATOR
WARNING
If you move or work on an actuator installed on a valve with loading pressure applied, keep your hands and tools away from
the stem travel path to avoid personal injury. Be especially careful when removing the stem connector to release all loading
on the actuator stem whether it be from air pressure on the diaphragm or compression in the actuator springs. Likewise
take similar care when adjusting or removing any optional travel stop. Refer to the relevant actuator Maintenance
Instructions.
If hoisting the valve take care to prevent people from being injured in case the hoist or rigging slips. Be sure to use
adequately sized hoists and chains or slings to handle the valve.
1. Before installing the valve, inspect it to be certain that the valve body cavity is free of all foreign material. Clean out
all pipelines to remove scale, welding slag and other foreign material.
2. The control valve assembly may be installed in any orientation unless limited by seismic criteria. However, the
normal method is with the actuator vertical above the valve. Flow through the valve must be in the direction
indicated by the arrow cast on the valve.
3. Use accepted piping practices when installing the valve in the pipeline. Use a suitable gasket between the valve and
the pipeline flanges.
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4. If continuous operation is required during inspection or maintenance, install isolating valves on either side of the
control valve with a bypass valve to control the flow while the control valve is receiving maintenance.
WARNING
Personal injury could result from packing leakage. Valve packing is tightened before shipment; however the packing might
require some readjustment to meet specific service conditions.
Maintenance
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.
D Use bypass valves or completely shut off the process to isolate the valve from the process pressure. Relieve the process
pressure from both sides of the valve.
D Depending on the actuator construction, it will be necessary to manage the pneumatic actuator loading pressure and
any actuator spring pre-compression. It is essential to refer to the relevant actuator instructions in this manual to
ensure safe removal of the actuator from the valve.
D Uselock-outprocedurestobesurethattheabovemeasures 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.
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.
Actuator Maintenance
For electric actuators, see the supplier's instruction manual.
The following sections provide procedures for actuator maintenance. Refer to figures 18, 19, 20, and 21.
The actuator soft parts may require periodic replacement. This includes the diaphragm (key 10), diaphragm O-ring
(key 109), actuator rod bushing (key 19), and the actuator rod seal (key 20).
If the actuator stroking direction (air-to-open or air-to-close) is unknown, refer to the nameplate on top of the actuator
casing and figure 2.
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There are several optional actuator constructions, depending on supply pressure. Refer to the nameplate on the top of
the actuator to determine the construction installed. Refer to figure 3 and table 2 for proper spring configuration.
Note
OlderGXactuatornameplatesdonotcontain spring configuration information. If you require replacement springs or wish to
switch to an optional actuator construction, consult your Emerson Process Management sales office.
Note
When the GX actuator is equipped with the integrated FIELDVUE DVC2000 digital valve controller (figure 1), additional
considerations may be required. Refer to the FIELDVUE DVC2000 Digital Valve Controller Mounting section of this manual for
additional instruction.
Actuator Disassembly (For Air-to-Open Constructions - see figures 18 or 19)
1. Connect a separate air supply to the lower diaphragm casing via the air supplyconnectionontheyoke(asshownin
figure 18 or 19) and apply sufficient air pressure to raise the valve plug/stem off the seat to mid-travel.
2. Remove the stem connector nut half (key 23), stem connector bolt half (key 24), and travel indicator (key 26).
3. Push the valve plug/stem (key 3) down until it contacts the seat.
4. Loosen the locknut (key 28) and thread the stem adjustor nut (key 27) down until it clears the top of the valve
plug/stem (key 3).
5. Shut off the air pressure and disconnect the separate air supply to the lower diaphragm casing (as shown in figure
18 or 19).
WARNING
To avoid personal injury or property damage due to actuator springs (keys 12 and 82) being under compression, removethe
long cap screws (key 16) last.
The upper actuator casing may remain fixed to the diaphragm and lower casing during disassembly, even if the casing cap
screws have been loosened. If this happens, the actuator springs are still under compression. The upper casing could
suddenly come loose and jump, due to the compressed energy of the springs. If the upper casing is stuck to the diaphragm
and lower casing when you begin loosening the casing cap screws, pry the casings apart with a prying tool. Always ensure
that the springs are dispersing energy and the upper casing is moving against the long bolts during disassembly.
6. Remove the short actuator casing cap screws and hex nuts (keys 17 and 18) first. Once these have been removed
from the actuator assembly, carefully remove the long actuator cap screws and hex nuts (keys 16 and 18),
alternating between them to gradually release the spring energy (compression).
7. Remove the upper diaphragm casing (key 9) and the actuator springs (key 12 and/or 82).
8. Lift off the actuator stem/diaphragm assembly (includes keys 22, 11, 10, 14, 13, 109, and 15) and remove the cap
screw (key 14), actuator spacer (key 13), actuator rod (key 22), and washer (key 15).
9. Replace the diaphragm (key 10), diaphragm O-ring (key 109), actuator rod bushing (key 19), and actuator rod seal
(key 20), as needed.
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Figure 3. Spring Configuration
Instruction Manual
D103175X012
GG00398-B
Actuator Disassembly (For Air-to-Close Constructions - see figure 20 or 21)
1. Remove the stem connector nut half (key 23), stem connector bolt half (key 24), and travel indicator (key 26).
WARNING
To avoid personal injury or property damage due to actuator springs (key 12) being under compression, remove the long
cap screws (key 16) last.
The upper actuator casing may remain fixed to the diaphragm and lower casing during disassembly, even if the casing cap
screws have been loosened. If this happens, the actuator springs are still under compression. The upper casing could
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suddenly come loose and jump, due to the compressed energy of the springs. If the upper casing is stuck to the diaphragm
and lower casing when you begin loosening the casing cap screws, pry the casings apart with a prying tool. Always ensure
that the springs are dispersing energy and the upper casing is moving against the long bolts during disassembly.
2. Remove the short actuator casing cap screws and hex nuts (keys 17 and 18) first. Once these have been removed
from the actuator assembly, carefully remove the long actuator cap screws and hex nuts (keys 16 and 18),
alternating between them to gradually release the spring energy (compression).
3. Remove the upper diaphragm casing (key 9).
4. Lift off the actuator stem/diaphragm assembly (includes keys 22, 11, 10, 14, 13, 109, and 15) and remove the cap
screw (key 14), actuator spacer (key 13), actuator rod (key 22), and washer (key 15).
5. Remove the actuator springs (key 12 and/or 82).
6. Replace the diaphragm (key 10), diaphragm O-ring (key 109), actuator rod bushing (key 19), and actuator rod seal
(key 20), as needed.
Table 2. Actuator Spring Configuration Based on Minimum Supply Pressure
ACTUATOR SIZE
22520
22520
75020
75020
75040
75040
120040 or 60
1. Only applicable to actuators with spring informationon the nameplate (see figure 2).
Table 5. Yoke/Extension Bonnet Nut (Key 46) Torque Requirements (used on Extension Bonnet and Bellows Bonnet
constructions)
VALVE SIZE
DN 15, 20, 25, 40,and 50 (NPS 1/2, 3/4, 1,
1-1/2, and 2)
DN 80 and 100 (NPS 3 and 4)163120
NSmlbfSft
79.858.9
TORQUE
Actuator Assembly For Air-to-Open Constructions (or to Change Action to Air-to-Open - see
figure 18 or 19)
1. Install the diaphragm (key 10) on the diaphragm plate (key 11). Insert the cap screw (key 14) through the actuator
spacer (key 13) and place this assembly through the diaphragm/diaphragm plate assembly.
2. Place the diaphragm O-ring (key 109) and the washer (key 15) over the center hole of the diaphragm, so that the
convex part of the washer is facing down toward the diaphragm and contains the O-ring. Ensure the convex part of
the washer is guided in the diaphragm center hole as shown in figure 18 or 19.
3. Screw the actuator rod (key 22) onto the cap screw (key 14) and torque to 80 NSm (59.1 lbfSft). Install the actuator
stem/diaphragm assembly back into the actuator yoke (key 8).
4. Place the actuator springs (key 12 and/or 82) onto the spring locators in the diaphragm plate (key 11). See figure 3
and table 2 for proper spring quantity and arrangement.
D If the nameplate does not contain spring information, use the same quantity and arrangement as originally
installed.
5. Install the upper diaphragm casing (key 9) so that the ribs on the top of the upper diaphragm casing are
perpendicular with the yoke legs.
D For size 225 and 750 actuators, install the 2longcap screws (key 16) and hex nuts (key 18) 180 degrees apart from
each other and in line with the actuator yoke legs.
D For size 1200 actuators, install the 4longcap screws (key 16) and hex nuts (key 18) 90 degrees from each other,
with two of them in line with the actuator yoke legs.
6. Tighten the long cap screws (key 16) and hex nuts (key 18), alternating between them to gradually compress the
springs, until the two casing halves and diaphragm touch.
7. Install the remaining short cap screws (key 17) and hex nuts (key 18) to the casing.
8. Tighten the actuator casing cap screws evenly using a cross-tightening procedure. Torque to 55 NSm(40lbfSft).
9. If you had previously removed the actuator assembly from the valve, place the actuator assembly back onto the
valve body (key 1). Install the four body nuts (key 7), but tighten them only finger-tight.
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10. Connect a separate air supply to the actuator air supply connection (as shown on the yoke in figure 18 or 19) and
apply sufficient air pressure to raise the actuator rod (key 22) to the travel stop.
Note
If converting from air-to-close to air-to-open action, first move the vent cap (key 21) from the air supply connection on the yoke
leg(seefigure20or21)tothetopofthecasing(seefigure18or19).
11. For standard bonnet constructions (figures 18, 19, 20, and 21), tighten the body nuts (key 7) evenly using a
cross-tightening procedure. See table 4 for torque requirements.
For extension and bellows bonnetconstructions (figures 22 and 23), tighten the bonnet nuts (key46) evenly using a
cross-tightening procedure. See table 5 for torque requirements.
12. With the valve plug/stem (key 3) on the seat, thread the stem adjustor nut (key 27) up until it is the rated travel
distance specified in table 3 from the actuator rod (key 22). Thread the locknut (key 28) up against the stem locknut
and tighten per table 6.
13. Stroke the actuator rod until it contacts the stem adjuster nut (key 27) and install the stem connector halves and
travel indicator (keys 23, 24, and 26) with the cap screws (key 25). Install the stem connector halves in the proper
orientation so that when looking at the inside of the stem connector halves, the flats are down and the beveled
surfaces are up.
14. Align the pointer of the travel indicator (key 26) with the appropriate mark on the travel scale.
15. Tighten the stem connector cap screws (key 25) to 35 NSm(26lbfSft).
16. Release the actuator pressure.
Note
For air-to-open action, the air supply tubing must be connected to the actuator yoke at the air supply connection, see figure 18 or
19. (If converting from air-to-close to air-to-open, the tubing will need to be re-routed to this location).
Actuator Assembly For Air-to-Close Constructions (or to Change Action to Air-to-Close - see
figure 20 or 21)
1. Position the upper diaphragm casing (key 9) upside down on the bench so that it lays flat and not off balance.
Note
If converting from air-to-open to air-to-close action, first move the vent cap (key 21) from the top of the casing (see figure 18 or
19) and thread into the air supply connection on the yoke leg (see figure 20 or 21).
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2. Install the diaphragm (key 10) on the diaphragm plate (key 11). Place the diaphragm O-ring (key 109) and the
washer (key 15) over the center hole of the diaphragm, so that the convex part of the washer is facing down toward
the diaphragm and contains the O-ring. Ensure the convex part of the washer is guided in the diaphragm center
hole as shown in figure 20 or 21.
3. Insert the cap screw (key 14) through the washer and diaphragm, install the actuator spacer (key 13), and screw the
actuator rod (key 22) onto the cap screw (key 14) finger-tight.
4. Radially align the spring locators in the diaphragm plate assembly (key 11) with the casing cap screw holes in the
diaphragm (key 10). This will ensure that the springs do not cover the air path in the yoke.
5. Torque the cap screw (key 14) to the actuator rod (key 22) to 80 NSm (59.1 lbfSft) and lay this assembly into the
upper diaphragm casing (key 9).
6. Place the actuator springs (key 12 and/or 82) onto the spring locators in the diaphragm plate (key 11). See figure 3
and table 2 for proper spring quantity and arrangement.
D If the nameplate does not contain spring information, use the same quantity and arrangement as originally
installed.
7. Remove and replace the actuator rod bushing (key 19) and actuator rod seal (key 20) in the actuator yoke (key 8), if
necessary.
8. Set the actuator yoke (key 8) down onto the assembly that is resting in the upper diaphragm casing (key 9) so that
the yoke legs are perpendicular with the ribs on the top of the upper diaphragm casing (key 9).
D For size 225 and 750 actuators, install the 2longcap screws (key 16) and hex nuts (key 18) 180 degrees apart from
each other and in line with the actuator yoke legs.
D For size 1200 actuators, install the 4longcap screws (key 16) and hex nuts (key 18) 90 degrees from each other,
with two of them in line with the actuator yoke legs.
9. Tighten the long cap screws (key 16) and hex nuts (key 18), alternating between them to gradually compress the
springs, until the two casing halves and diaphragm touch.
10. Install the remaining short cap screws (key 17) and hex nuts (key 18) to the casing.
11. Tighten the actuator casing cap screws evenly using a cross-tightening procedure. Torque to 55 NSm(40lbfSft).
12. If you had previously removed the actuator assembly from the valve, place the actuator assembly back onto the
valvebody(key1).For standard bonnet constructions (figures 18, 19, 20, and 21), install the body nuts (key 7) and
tighten evenly using a cross-tightening procedure. See table 4 for torque requirements.
For extension and bellows bonnet constructions (figures 22 and 23), install the bonnet nuts (key 46) and tighten
evenly using a cross-tightening procedure. See table 5 for torque requirements.
13. With the valve plug/stem (key 3) in the closed position (on the seat), thread the stem adjustor nut (key 27) up until
it is at the rated travel (see table 3) from the actuator rod (key 22). Thread the locknut (key 28) up against the stem
locknut and tighten per table 6.
14. Stroke the actuator rod until it contacts the stem adjuster nut (key 27) and install the stem connector halves and
travel indicator (keys 23, 24, and 26) with the cap screws (key 25). Install the stem connector halves in the proper
orientation so that when looking at the inside of the stem connector halves, the flats are down and the beveled
surfaces are up.
15. Align the pointer of the travel indicator (key 26) with the appropriate mark on the travel scale.
16. Tighten the stem connector cap screws (key 25) to 35 NSm(26lbfSft).
Note
For air-to-close action, the air supply tubing must be connected to the actuator upper casing at the air supply connection, see
figure 20 or 21. (If converting from air-to-open to air-to-close, the tubing will need to be re-routed to this location).
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FIELDVUE DVC2000 Digital Valve Controller Mounting
This section provides instruction on mounting the FIELDVUE DVC2000 digital valve controller to the GX control valve.
For further detail on the operation and maintenance of the DVC2000, refer to the DVC2000 instruction manual.
The FIELDVUE DVC2000 digital valve controller mounts directly to an interface pad on the GX actuator yoke leg,
eliminating the need for mounting brackets (see figure 1). Internal passageways in the actuator route the pneumatic
output to the actuator casing, which eliminates the need for external air supply tubing in the air-to-open
(spring-to-close) constructions. (The GX will also accommodate other valve positioners, using the NAMUR mounting
pads on the side of the yoke legs.)
Figure 4. DVC2000 Digital Valve Controller Mounting Details
FOR AIR-TO-OPEN, INSTALL THE O-RING SEAL BEFORE
B:INTEGRALMOUNTING
PNEUMATIC OUTPUT PORT
(R1/8 PLUG)
MOUNTING TO THE GX ACTUATOR
POLE PIECES
A: EXTERNAL PNEUMATIC
OUTPUT PORT (1/4 NPT OR
G1/4 PLUG)
W9019
M8 MOUNTING BOLTS
The DVC2000 features linkage-less position feedback when mounted to the GX control valve. There are no touching
parts between the controller and the valve stem, which simplifies controller installation. I f maintenance is required,
the DVC2000 can be easily removed from the valve.
In the air-to-open (spring-to-close) configuration, the air signal to the actuator casing is supplied through the air
supply connection on the GX actuator yoke leg (see figure 18 or 19). In the air-to-close (spring-to-open) configuration,
the air signal is supplied to the actuator through the air supply connection on the top of the actuator casing (see figure
20 or 21).
For an air-to-open construction, a DVC2000 will mount to the actuator (figure 18 or 19). The air signal is transmitted
to the lower casing through the pneumatic passageway marked “air supply connection” in figure 18 or 19.
For an air-to-close construction, DN 15 through DN 100 (NPS 1/2 through 4) only: in the actuator design (figure 20 or
21), the pneumatic signal is connected directly to the air supply connection in the upper actuator casing. The yoke is
symmetrical and the air passageways serve as a vent, whereby the DVC2000 can be easily moved from one side of the
valve to the other without rotating the actuator.
DVC2000 Mounting Procedures
Steps A and B of the following instructions apply to the actuator construction shown in figures 18, 19, 20, and 21.
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A. Mounting the DVC2000 to an air-to-open GX actuator (spring-to-close) (see figure 4 and figure 18 or 19):
1. Attach the magnetic feedback array (supplied with the DVC2000) to the valve stem connector using the alignment
template (supplied with the mounting kit) for accurate alignment.
2. Remove the plug (R1/8) from the back of the DVC2000 housing (Port B in figure 4). This pneumatic output port on
the DVC2000 lines up with the integral GX actuator air supply connection (see figure 18 or 19).
3. Install the plug (either G1/4 or 1/4 NPT, included in the mounting kit) to the external output pneumatic port (Port A
in figure 4).
4. Remove the digital valve controller's cover.
5. Using a 6mm hex wrench, attach the digital valve controller to the GX actuator mounting pad on the side that has
the open pneumatic port. Be sure to place the O-ring seal between the digital valve controller's pneumatic output
and the actuator mounting pad (Port B, as shown in figure 4). Pneumatic tubing is not required because the air
passages are internal to the actuator. Also, install the insulating gaskets around the mounting bolts.
6. Check for clearance between the magnet assembly and the DVC2000 feedback slot. The magnet assembly should
be positioned such that the index mark in the feedback slot of the DVC2000 housing is between the valid range on
the magnet assembly throughout the range of travel. (See figure 4).
B. For air-to-close GX actuator (spring-to-open)(seefigure4andfigure20or21):
1. Attach the magnetic feedback array (supplied with the DVC2000) to the valve stem connector using the alignment
template (supplied with the mounting kit) for accurate alignment.
2. In the air-to-close configuration it is required that an R1/8 plug be installed into the integral mount pneumatic port
on the back of the DVC2000 housing (Port B of figure 4).
3. Remove the digital valve controller's cover.
4. Using a 6mm hex wrench, attach the digital valve controller to the GX actuator mounting pad.
Note
The O-ring seal and G1/4 or 1/4 NPT plugs (supplied in the mounting kit) are not used with this actuator construction.
5. Check for clearance between the magnet assembly and the DVC2000 feedback slot. The magnet assembly should
be positioned such that the index mark on the pole pieces (back of the controller housing) is between the marks on
the magnet assembly throughout the range of travel. (See figure 4.)
6. Install tubing between the external pneumatic output connection of the DVC2000 (Port A of figure 4) to the air
supply connection (see figure 20 or 21) on top of the actuator casing.
When changing actuator action:
When field converting a GX actuator from air-to-open to air-to-close closed (or vice-versa), you will need to change the
plugs for the pneumatic passages in the DVC2000 housing.
D To convert from air-to-close to air-to-open (spring-to-close), remove the R1/8 pneumatic plug on the back of the
DVC2000 housing and install an O-ring (Port B of figure 4). Plug the external pneumatic output with a 1/4 NPT or
G1/4 plug (depending on the housing version). (Port A of figure 4.)
D To convert from air-to-open to air-to-close (spring-to-open), remove the external pneumatic plug (1/4 NPT or G1/4
plug, depending on the housing version from Port A of figure 4). Install an R1/8 plug on the back of the DVC2000
housing (Port B of figure 4). Install tubing between the pneumatic output connection of the DVC2000
(Port A) to the air supply connection on top of the actuator casing (see figure 20 or 21).
Packing Maintenance
Key numbers refer to figures 15, 18, 19, 20, 21, 22, and 23.
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Packing Adjustment
For spring-loaded single PTFE V-ring packing (figure 15) or for Graphite ULF packing (figure 16), the Belleville spring
pack (key 34) maintains a sealing force on the packing. If leakage is detected around the packing follower (key 29)
check to be sure that the packing follower (key 29) is tight. Using a wrench, tighten the packing follower (key 29) in
1/4 turn intervals until the leakage is stopped. If leakage cannot be stopped in this manner, proceed to the Replacing
Packing section in this manual.
Replacing Packing (Pneumatic Actuators)
This section provides instruction on replacing packing in standard bonnets, extension bonnets, and bellows extension
bonnets.
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. Shut off all pressure lines to the actuator and release all pressure from the
actuator. Use lock-out procedures to ensure that the above measures stay in effect while you work on the equipment.
1. For air-to-open constructions:
a. Connect a separate air supply to the lower diaphragm casing via the air supply connection on the yoke (as shown
in figure 18 or 19) and apply sufficient air pressure to raise the valve plug/stem off the seat to mid travel.
b. Remove the stem connector nut half (key 23), stem connector bolt half (key 24), and travel indicator (key 26).
c. Push the valve plug stem (key 3) down until it contacts the seat.
d. Loosen the locknut (key 28) and thread the stem adjustor nut (key 27) down until it clears the top of the valve
plug stem (key 3).
e. Shut off the air pressure and disconnect the separate air supply to the lower diaphragm casing (as shown in figure
18 or 19).
2. For air-to-close constructions, as shown in figure 20 or 21, remove the stem connector nut half (key 23), stem
connector bolt half (key 24), and travel indicator (key 26).
WARNING
To avoid personal injury or property damage by uncontrolled movement of the actuator yoke (key 8), loosen the body/yoke
nuts (figures 18, 19, 20, and 21, key 7) or bonnet/yoke nuts (figures 22 and 23, key 46) by following the instructions in the
next step. Do not remove a stuck actuator yoke 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 actuator yoke.
Note
The following step also provides additional assurance that the valve body fluid pressure has been relieved.
3. For standard bonnet constructions (figures 18, 19, 20, and 21), body nuts (key 7) attach the actuator yoke (key 8)
to the valve body (key 1). Loosen these nuts approximately 3mm (1/8 inch).
For extension and bellows bonnet constructions, bonnet nuts (key 46) attach the actuator yoke (key 8) to the
extension bonnet (key 39). Loosen these nuts approximately 3mm (1/8 inch).
4. Then loosen the valve-to-yoke gasketed joint by either rocking the actuator yoke or prying between the valve and
actuator yoke. Work the prying tool around the actuator yoke until it loosens.
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WARNING
If there is evidence of process fluid under pressure leaking from the joint, retighten the valve body/joint nuts and return to
the Warning at the beginning of the Maintenance section to ensure proper steps have been taken to isolate the valve and
relieve process pressure, thus avoiding property damage or personal injury.
5. If no fluid leaks from the joint, loosen the packing follower (key 29) two turns to relieve the packing compression
load.
6. For standard bonnet constructions (figures 18, 19, 20, and 21), remove the body nuts (key 7) completely.
For extension and bellows bonnet constructions (figures 22 and 23), remove the bonnet nuts (key 46) completely.
CAUTION
To avoid property damage, place the actuator yoke on a protective surface, as described in the following procedure.
7. Carefully lift off the actuator yoke and set it on a protective surface to prevent damage.
For standard bonnet constructions, if the bonnet(key 4) together with the valvestem plug assembly has atendency
to lift with the actuator yoke, ensure it does not drop from the actuator.
For extension and bellows constructions, ensure the bonnet (key 4) does not lift with the actuator yoke.
For DN150 balanced constructions, if the bonnet, guide sleeve, or valve stem assembly have a tendency to lift with
the actuator yoke, ensure they do not drop from the actuator.
CAUTION
For extension and bellows bonnet constructions, lifting the bonnet with t he actuator yoke may cause possible damage to
the valve plug and to the bellows.
8. Remove the stem adjustor nut (key 27) and locknut (key 28).
9. For standard bonnet constructions, remove the bonnet and the valve plug/stem assembly and set on a protective
surface.
For extension and bellows bonnet constructions, remove only the bonnet (key 4).
For DN150 balanced constructions, remove the guide sleeve, bonnet, and valve plug stem assembly.
10. Remove the valve/yoke gasket (figures 18, 19, 20, and 21 key 5, figures 22 and 23 key 47) and cover the opening
of the valve to protect the gasket surface and prevent foreign matter from getting into the valve cavity.
11. Remove the packing follower (key 29) from the bonnet (key 4).
12. Remove the Belleville spring pack(key 34) and packing spacer (key 30) from the bonnet (key 4). Carefully push out
the remaining packing box parts from the bonnet (key 4) using a rounded rod or other tool which will not scratch
the packing box wall. Clean the packing box and the metal packing box parts.
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August 2011
CAUTION
Inspect the valve stem, threads and packing box surfaces for any sharp edges that might cut the packing. Scratches or burrs
could cause packing box leakage or damage the new packing.
13. Inspect the valve stem, threads and packing box surfaces for any sharp edges that might cut the packing.
Scratches or burrs could cause packing box leakage or damage the new packing. If the surface condition cannot be
improved by light sanding, replace the damaged parts.
14. Remove the covering protecting the valve cavity and install a new valve/yoke gasket (figures 18, 19, 20, and 21
key 5, figures 22 and 23 key 47) making sure that the gasket seating surfaces are clean and smooth.
For DN150 balanced constructions, two gaskets are required; one between the valve body and guide sleeve, and
the other between the guide sleeve and bonnet. Ensure the gasket seating surfaces are clean and smooth for both
gaskets.
15. Carefully install the bonnet (key 4) onto the valve stem.
16. Install the new packing and the metal packing box parts according to figure 15 for PTFE packing and according to
figure 16 for Graphite ULF packing. Place a smooth-edged pipe over the valve stem and gently tap each soft packing
part into the packing box. Apply anti-seize lubricant to the threads and install the packing follower (key 29).
17. Install the locknut (key 28) and stem adjustor nut (key 27).
For standard bonnet constructions, install the valve plug/bonnet sub assembly into the valve body (key 1).
18. Mount the actuator onto the valve and install the body nuts (figures 18, 19, 20, 21 key 7, figures 22 and 23 key
46), but tighten them only finger-tight.
19. For air-to-open, connect a separate air supply to the lower diaphragm casing air supply connection (as shown in
figure 18 or 19) and apply sufficient air pressure to raise the actuator rod (key 22) to the travel stop. Proceed to the
next step.
For air-to-close, proceed to the next step.
20. For standard bonnet constructions, tighten the body nuts (key 7) evenly using a cross-tightening procedure. See
table 4 for torque requirements.
For extension and bellows bonnet constructions, tighten the bonnet nuts (key 46) evenly using a cross-tightening
procedure. See table 5 for torque requirements.
21. Thread the stem lock adjustor (key 27) up until it is the rated travel distance specified in table 3 from the actuator
rod (key 22). Thread the locknut (key 28) up against the stem locknut and tighten to the torque specified in table 6.
22. Stroke the actuator rod until it contacts the stem adjuster nut (key 27) and install the stem connector halves and
travel indicator (keys 23, 24, and 26) with the cap screws (key 25). Install the stem connector halves in the proper
orientation so that when looking at the inside of the stem connector halves, the flats are down and the beveled
surfaces are up.
23. Align the pointer of the travel indicator (key 26) with the appropriate mark on the travel scale.
24. Tighten the stem connector cap screws (key 25) to 35 Nm(26lbfft).
Table 8. Seat Ring / Cage Torque Requirements
VALVE SIZETORQUE
DNNPSNSmlbfSft
15, 20, 251/2, 3/4, 1170124
401-1/2320234
502460337
8031020747
100415201113
150634002500
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Table 9. Stem Extension Torque Requirements
VALVE SIZETORQUE
DNNPSNmLbfft
15, 20, 25, 40, 501/2, 3/4, 1, 1-1/2, 24030
80, 1003, 412089
Table 10. Bellows Nut Torque Requirements
VALVE SIZETORQUE
DNNPSNmLbfft
15, 20, 25, 40, 501/2, 3/4, 1, 1-1/2, 2350260
80, 1003, 4650480
25. Tighten the packing follower (key 29) to the torque specified in table 7.
Alternately, the packing follower can be tightened by the following method:
a. Tighten the packing follower until the Belleville springs are compressed 100% (or completely flat), as detected by
a rapid increase in nut torque.
b. For DN 15 through DN 100 (NPS 1/2 through 4), loosen the packing follower 60_ of rotation.
For DN 150 (NPS 6), loosen the packing follower 90_ of rotation.
26. For air-to-open, release the actuator pressure.
27. For air-to-open, ensure the vent (key 21) is installed into the upper diaphragm casing (see figure 18 or 19).
For air-to-close, ensure the vent (key 21) is installed into the actuator yoke air supply connection (see figure 20 or
21).
Replacing Packing (Electric Actuators)
This section provides instruction on replacing packing in standard bonnets, extension bonnets, and bellows extension
bonnets.
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. Use lock-out procedures to ensure that the above measures stay in effect
whileyouworkontheequipment.
1. Stroke the actuator so the valve plug/stem (key 3) is at mid travel.
2. Remove the stem connector nut half (key 23), stem connector bolt half (key 24), and travel indicator (key 26).
3. Use precaution to ensure the actuator is locked in position and cannot stroke.
4. Mark the position of the locknut (key 28) on the stem for reassembly.
5. Push the valve plug/stem (key 3) down until it contacts the seat.
6. Loosen the locknut (key 28) and thread the stem adjustor nut (key 27) down until it clears the top of the valve plug
stem (key 3).
WARNING
To avoid personal injury or property damage by uncontrolled movement of the actuator yoke (key 8), loosen the body/yoke
nuts (figures 18, 19, 20, and 21, key 7) or bonnet/yoke nuts (figures 22 and 23, key 46) by following the instructions in the
following step 7. below. Do not remove a stuck actuator yoke 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 actuator yoke.
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Note
The following step also provides additional assurance that the valve body fluid pressure has been relieved.
GX Valve and Actuator
August 2011
7. For standard bonnet constructions (figures 18, 19, 20, and 21), body nuts (key 7) attach the actuator yoke (key 8)
to the valve body (key 1). Loosen these nuts approximately 3mm (1/8 inch).
For extension and bellows bonnet constructions, bonnet nuts (key 46) attach the actuator yoke (key 8) to the
extension bonnet (key 39). Loosen these nuts approximately 3mm (1/8 inch).
8. Then loosen the valve-to-yoke gasketed joint by either rocking the actuator yoke or prying between the valve and
actuator yoke. Work the prying tool around the actuator yoke until it loosens.
WARNING
If there is evidence of process fluid under pressure leaking from the joint, retighten the valve body/joint nuts and return to
the Warning at the beginning of the Maintenance section to ensure proper steps have been taken to isolate the valve and
relieve process pressure, thus avoiding property damage or personal injury.
9. If no fluid leaks from the joint, loosen the packing follower (key 29) two turns to relieve the packing compression
load.
10. For standard bonnet constructions (figures 18, 19, 20, and 21), remove the body nuts (key 7) completely.
For extension and bellows bonnet constructions (figures 22 and 23), remove the bonnet nuts (key 46) completely.
CAUTION
To avoid property damage, place the actuator yoke on a protective surface, as described in the following procedure.
11. Carefully lift off the actuator yoke and set it on a protective surface to prevent damage.
For standard bonnet constructions, if the bonnet(key 4) together with the valvestem plug assembly has atendency
to lift with the actuator yoke, ensure it does not drop from the actuator.
For extension and bellows constructions, ensure the bonnet (key 4) does not lift with the actuator yoke.
CAUTION
For extension and bellows bonnet constructions, lifting the bonnet with t he actuator yoke may cause possible damage to
the valve plug and to the bellows.
12. Remove the stem adjustor nut (key 27) and locknut (key 28).
13. For standard bonnet constructions, remove the bonnet and the valve plug/stem assembly and set on a protective
surface.
For extension and bellows bonnet constructions, remove only the bonnet (key 4).
14. Remove the valve/yoke gasket (figures 18, 19, 20, and 21 key 5, figures 22 and 23 key 47) and cover the opening
of the valve to protect the gasket surface and prevent foreign matter from getting into the valve cavity.
15. Remove the packing follower (key 29) from the bonnet (key 4).
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16. Remove the Belleville spring pack(key 34) and packing spacer (key 30) from the bonnet (key 4). Carefully push out
the remaining packing box parts from the bonnet (key 4) using a rounded rod or other tool which will not scratch
the packing box wall. Clean the packing box and the metal packing box parts.
Table 11. GX Electric Actuator Maximum Allowable Thrust
VALVE SIZE
DN25-DN50
(NPS 1 to 2)
DN80-DN100
(NPS 3 to 4)
1. High strength stem materials consist of S200910,N05500, S31603.
2. Low strength materials consist of S31803, N10665,N06022.
STEM DIAMETERTRAVEL
mmmmNlbf
1020
1420, 40
BONNET STYLE
Plain
Bellows/Extension
Plain
Bellows/Extension
STEM MATERIAL
STRENGTH
(1)
High
(2)
Low
High114002560
Low67001500
High200004500
Low200004500
High200004500
Low145003260
MAXIMUM THRUST
170003820
76001710
CAUTION
Inspect the valve stem, threads and packing box surfaces for any sharp edges that might cut the packing. Scratches or burrs
could cause packing box leakage or damage the new packing.
17. Inspect the valve stem, threads and packing box surfaces for any sharp edges that might cut the packing.
Scratches or burrs could cause packing box leakage or damage the new packing. If the surface condition cannot be
improved by light sanding, replace the damaged parts.
18. Remove the covering protecting the valve cavity and install a new valve/yoke gasket (figures 18, 19, 20, and 21
key 5, figures 22 and 23 key 47) making sure that the gasket seating surfaces are clean and smooth.
19. Carefully install the bonnet (key 4) onto the valve stem.
20. Install the new packing and the metal packing box parts according to figure 15 for PTFE packing and according to
figure 16 for Graphite ULF packing. Place a smooth-edged pipe over the valve stem and gently tap each soft packing
part into the packing box. Apply anti-seize lubricant to the threads and install the packing follower (key 29).
21. Install the locknut (key 28) and stem adjustor nut (key 27). Ensure they are aligned with the mark made on the
stem disassembly and tighten
For standard bonnet constructions, install the valve plug/bonnet sub assembly into the valve body (key 1).
22. Mount the actuator onto the valve and install the body nuts (figures 18, 19, 20, 21 key 7, figures 22 and 23 key
46), but tighten them only finger-tight.
23. For standard bonnet constructions, tighten the body nuts (key 7) evenly using a cross-tightening procedure. See
table 4 for torque requirements.
For extension and bellows bonnet constructions, tighten the bonnet nuts (key 46) evenly using a cross-tightening
procedure. See table 5 for torque requirements.
24. Push the valve plug/stem to the valve seat. Thread the stem adjustor nut (key 27) and locknut (key 28) to the
previously marked position. Thread the locknut (key 28) up against the stem locknut and tighten to the torque
specified in table 6.
25. Stroke the actuator rod until it contacts the stem adjuster nut (key 27) and install the stem connector halves and
travel indicator (keys 23, 24, and 26) with the cap screws (key 25). Install the stem connector halves in the proper
orientation so that when looking at the inside of the stem connector halves, the flats are down and the beveled
surfaces are up.
26. Align the pointer of the travel indicator (key 26) with the appropriate mark on the travel scale.
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27. Tighten the stem connector cap screws (key 25) to 35 Nm(26lbfft).
28. Tighten the packing follower (key 29) to the torque specified in table 7.
Alternately, the packing follower can be tightened by the following method:
a. Tighten the packing follower until the Belleville springs are compressed 100% (or completely flat), as detected by
a rapid increase in nut torque.
b. For DN 15 through DN 100 (NPS 1/2 through 4), loosen the packing follower 60_ of rotation.
29. Ensure that the electric actuator maximum thrust output does not exceed the values in table 11.
Valve Trim Maintenance
Key numbers in this section refer to figures 18, 19, 20, 21, 22, and 23.
Valve Trim Disassembly
1. Remove the actuator and bonnet assembly as described in the Replacing Packing section (steps 1 through 10).
D For standard bonnet constructions (figures 18, 19, 20, 21, and 25), proceed to the Seat Ring / Cage Removal
section.
D For extension bonnet constructions (figure 22), proceed to step 3.
D For bellows bonnet constructions (figure 23), proceed to step 2.
2. For bellows bonnet constructions (figure 23), use a bellows nut tool made according to the dimensions in figure 26
and table 13 to remove the bellows nut (key 51) as follows:
a. Insert the bellows nut tool into the extension bonnet (key 39). Be certain the tool lugs are engaged in the
corresponding recesses in the bellows nut.
b. Use a torque gun or driver having sufficient torque capabilities according to table 10. Connect the gun to a
socket that snugly fits the hex head on the bellows nut tool.
c. Insert the socket onto the hex head of the bellows nut tool.
WARNING
Be careful to hold the torque gun, attached socket, and tool at right angles to t he bellows nut when applying torque. Tilting
the gun and socket while applying torque may cause the lugs on the bellows nut tool to suddenly disengage from the lugs
on the bellows nut thus causing possible damage to the bellows nut and possible personal injury.
d. Remove the bellows nut (key 51).
3. For both extension and bellows bonnet constructions: Body nuts (key 7) attach the extension bonnet (key39) to the
valve body (key 1). Loosen these nuts approximately 3mm (1/8 inch). Then loosen the extension bonnet-to-body
gasketed joint by either rocking the extension bonnet or prying between the body and extension bonnet. Work the
prying tool around the extension bonnet until it loosens.
4. Removethebodynuts(key7)completelyandcarefullylift the extension bonnet (key 39), and valve plug/stem
extension assembly (key 3, 40 and 48) or plug/bellows/stem extension assembly (key 3, 49 and 48) from the top of
the valve body.
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5. Use a wrench to unscrew the plug/stem assembly (key 3) from the stem extension (key 40) or from bellows/stem
assembly (key 49) as follows:
a. Insert the wrench onto the stem extension hex flats (see figures 22 and 23).
CAUTION
In the following procedure, take precautions to ensure the valve plug and stem finish are not damaged.
b. Clamp the plug/stem assembly (key 3) and holding it stable, unscrew the stem extension (key 40) or
bellows/stem assembly (key 49). Take precautions to ensure the valve plug and stem finish are not damaged.
Note
There is a stem assembly locking insert (figures 2 2 and 23, key 48) in the valve plug/stem extension assembly. It is possible this
insert may drop out during stem disassembly. If this is the case, ensure it is retained for reassembly of the valve stem to the stem
extension.
6. Remove the plug/stem assembly (key 3) and bellows/stem assembly (key 49) from the extension bonnet. Remove
the bellows gasket (key 50).
7. Proceed to the Seat Ring Removal section.
Seat Ring / Cage Removal
CAUTION
Use care to avoid damaging the gasket sealing surfaces.
The surface finish of the valve stem (key 3) is critical for making a good packing seal. The seating surfaces of the seat ring
(key 2), cage (key 99), and the valve plug (key 3) are critical for tight shutoff and should therefore also be treated with care
and properly protected.
1. Packing parts can be removed from the bonnet if desired. Replace these parts as described in the section on Packing
Maintenance.
2. Use a seat ring tool made according to the dimensions in figure 5 and table 12 to remove the seat ring (key 2) as
follows:
a. Insert the tool into the valve body. Be certain the tool lugs are engaged in the corresponding recesses in the seat
ring.
b. Use a torque gun or driver having sufficient torque capabilities according to table 8. Connect the gun to a socket
that snugly fits the hex head on the seat ring tool.
c. Insert the socket onto the hex head of the seat ring tool.
WARNING
Be careful to hold the torque gun, attached socket, and tool at right angles to t he seat ring when applying torque. Tilting
the gun and socket while applying torque may cause the lugs on the seat ring tool to suddenly disengage from the lugs on
the seat ring thus causing possible damage to the seat ring and possible personal injury.
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Figure 5. Seat Ring Removal and Installation Tool
GX Valve and Actuator
August 2011
A
A
G
B
H
DF
C
DN15, 20, 25
(NPS 1/2, 3/4, 1)
GE02918-6
E
D
DN40, 50, 80, 100
(NPS 1-1/2, 2, 3, 4)
A
B
B
E
K
E
D
F
F
J
C
C
C
C
H
D
DN150
(NPS 6)
GG01215
G
F
C
DN25 Cav III
(NPS 1)
A
B
E
Table 12. Seat Ring Removal and Installation Tool Dimensions