Failure to follow these instructions or to
properly install and maintain this equipment
could result in an explosion and/or fire
causing property damage and personal injury
or death.
Fisher™ slam-shut devices must be installed,
operated and maintained in accordance
with federal, state and local codes, rules
and regulations and Emerson Process
Management Regulator Technologies,
Inc. instructions.
If the slam-shut device vents gas or a leak
develops in the system, service to the unit
may be required. Failure to correct trouble
could result in a hazardous condition.
Call a gas service person to service the
unit. Only a qualified person must install or
service the slam-shut devices.
TYPE E
VALVE
BODY
W8133
TYPE OSE
Type OS2
TYPE OS2
SLAM-SHUT
DEVICE
Introduction
Scope of the Manual
This instruction manual provides installation, maintenance
and parts ordering information for the Types OS2 and OSD2
slam-shut devices. The Type OS2 slam-shut device is used
on Type OSE with NPS 1 through 6 / DN 25 through 150
body sizes, while Type OSD2 is used on NPS 8 and 10 /
DN 200 and 250 body sizes.
For more information on Type OS2 installed on other
regulators such as Types EZHOSX, EZHSO-OSX,
EZLOSX and EZROSX, refer to the instruction manuals of
these products.
Description
Slam-shut devices are used to totally and rapidly cut off
gas flow when the inlet and/or outlet pressure in the system
either exceeds or drops below the setpoints. The Type OSE
consists of a valve, mechanism box (BM1 or BM2) and either
one or two modular sensing elements called manometric
devices (Type BMS1 or BMS2) (see Figure 2). All information
for the Type OSE (which includes a Type OS2 slam-shut
device and a Type E valve body) is contained in this
Instruction Manual.
TYPE EZR
REGULATOR
W8136
TYPE EZROSX
Figure 1. Type OS2 Slam-Shut Device on
Types OSE and EZROSX Constructions
TYPE OS2
SLAM-SHUT
DEVICE
North America Only
Type OS2
Specifications
This section lists the specifications for the Type OS2 slam-shut valve. Factory specifications are stamped on the nameplate
fastened on the valve at the factory.
Body Sizes and End Connection Styles
Type OSE
WCC Steel
1 and 2 NPT; NPS 1, 2, 3, 4 and 6 /
DN 25, 50, 80, 100 and 150
CL150 RF, CL300 RF or CL600 RF
LCC Steel
NPS 8 and 10 / DN 200 and 250
CL150 RF, CL300 RF or CL600 RF
Cast Iron
1 and 2 NPT; NPS 1, 2, 3, 4 and 6 /
DN 25, 50, 80, 100 and 150
CL125 FF or CL250 RF
Types EZHOSX and EZHSO-OSX
LCC Steel
NPS 1, 2, 3 and 4 / DN 25, 50, 80 and 100
CL150 RF, CL300 RF or CL600 RF
Type EZLOSX
LCC Steel
NPS 2, 3 and 4 / DN 50, 80 and 100
CL150 RF, CL300 RF or CL600 RF
Type EZROSX
LCC Steel
NPS 1, 2, 3, 4 and 6 / DN 25, 50, 80, 100
and 150 CL150 RF, CL300 RF or CL600 RF
Maximum Inlet Pressure
(1)(2)
1470 psig / 101 bar or maximum body rating,
whichever is lower
Maximum Set Pressure
1470 psig / 101 bar or maximum body rating,
whichever is lower
Minimum Set Pressure
4.02 in. w.c. / 10 mbar
Outlet Pressure Ranges
See Table 2
Maximum Flowing Pressure Differential
BODY SIZE
NPSDNpsigbar
12536024.8
2 5036024.8
38036024.8
410015010.3
6150855.9
82001198.2
10250674.6
MAXIMUM FLOWING
PRESSURE DIFFERENCE
(3)
Process Temperature Capabilities
(2)
-22 to 180°F / -30 to 82°C
Accuracy
+/-2.5% for set pressures at or below 1.45 psig / 0.1 bar
or +/-1% for set pressures above 1.45 psig / 0.1 bar,
+/-5% for the piston Types 27 and 17
Maximum Shutoff Pressure Differential
1470 psig / 101 bar or maximum body rating,
whichever is lower
Pressure Sensing Connections
1/4 NPT
Response Time
<1 second
Pressure Registration
External
Valve Plug Travel and Stem Diameter
BODY SIZEVALVE PLUG TRAVEL
NPSDNIn.mmIn.mm
1251/213
2501/213
3801-1/829
4100251
6150251
82002-3/470
102503-1/482
VALVE PLUG STEM
DIAMETER
0.1383.5
0.2767.0
Approximate Weights
BODY SIZEAPPROXIMATE WEIGHT
NPSDNlbskg
1253616
2507032
38012155
(2)
410021698
6150445202
8200785356
102501272577
North America Only
Options
• Explosion-proof limit switch
• Additional manometric device for extra
pressure sensing
• Manual Push Button Trigger Switch
(4)
1. Relief pressure plus maximum allowable buildup over setting.
2. The pressure/temperature limits in this Instruction Manual or any applicable standard limitation should not be exceeded.
Overpressure Shutoff (OPSO) and Underpressure Shutoff (UPSO)BMS1
Overpressure Shutoff (OPSO) and Underpressure Shutoff (UPSO)
Overpressure Shutoff (OPSO), Overpressure Shutoff (OPSO) and
1. When using one manometric sensing device for both overpressure and underpressure shutoff, make sure that the difference between set pressures falls within the maximum range
shown in Table 2.
2. When using two manometric sensing devices (Types BMS1 and BMS2), the Type BMS1 can only be used for high trip.
Underpressure Shutoff (UPSO)
BM1
BM2
BMS1- - - -
BMS1
BMS1
(1)
(2)
(2)
- - - -
BMS2
BMS2
(1)
North America Only
Type EZROSX (see Figure 1) is a combination of the
Type EZR regulator and the Type OS2 slam-shut device.
For installation, maintenance and parts information on
the Type EZR portion, refer to Type EZR Instruction
Manual D102600X012.
Type EZHOSX is a combination of the Type EZH regulator
and the Type OS2 slam-shut device. Details related to
installation, maintenance and parts information are listed in
the Type EZH Instruction Manual D103077X012.
Type EZLOSX is a combination of the Type EZL regulator
and the Type OS2 slam-shut device. Details related to
installation, maintenance and parts information are listed in
the Type EZL Instruction Manual D103091X012.
Incorporated in the Type OS2 (up to NPS 6 / DN 150 body
size) valve plug is an automatic internal bypass valve
mechanism, which balances pressures on both sides of the
plug when resetting. Type OSD2 will be used for NPS 8 and
10 / DN 200 and 250 Type OSE slam-shut valves; in this
case the bypass is not internal but external.
The Types OS2 and OSD2 slam-shut devices can be used
for all pressure ranges from 4.02 in. w.c. to 1470 psig /
10 mbar to 101 bar by simply replacing the manometric
sensing device. The Type OS2 can be configured for
OverPressure ShutOff (OPSO), UnderPressure ShutOff
(UPSO), OverPressure Shutoff and UnderPressure ShutOff
(OPSO/UPSO), manual shutoff or remote shutoff.
Mechanism Box (BM1 or BM2)
The mechanism box (BM1 or BM2, see Figure 2) is designed
to close the slam-shut valve. The detection of pressure
variances is sensed by a double-stage trip mechanism (see
Figure 7). The first stage is the detection stage and will only
trip when the system pressure reaches the set pressure of
the manometric sensing device. The second stage is the
power stage and once tripped by the first stage, the closing
spring causes the valve plug to slam-shut and remain
closed until the valve is manually reset. If there are any inlet
pressure variances or vibrations subjected to the second
stage components, they are not transmitted to the first stage
trip mechanism. This unique double-stage trip mechanism
virtually eliminates nuisance tripping commonly found in
other shutoff devices.
3
Type OS2
Table 2. Spring Ranges, Part Numbers and Maximum and Minimum Pressures for the Manometric Sensing Devices (Types BMS1 and BMS2)
SPRING RANGE
4.02 to 14.1 in. w.c. /
10 to 35 mbar
9.97 to 33.2 in. w.c. /
25 to 83 mbar
18 in. w.c. to 2.0 psig /
45 mbar to 0.14 bar
1.0 to 3.5 psig /
70 mbar to 0.24 bar
1.7 to 5.6 psig /
0.12 to 0.39 bar
2 to 11 psig /
0.14 to 0.76 bar
4 to 19 psig / 0.28 to 1.3 barBrownFA113202X121.16 / 80 mbar8.70 / 0.60
7 to 33 psig / 0.48 to 2.3 barBlackFA114139X122.47 / 0.1716.0 / 1.1
15 to 75 psig / 1.0 to 5.2 barBlueFA113200X12
31 to 161 psig / 2.1 to 11.1 barBrownFA113202X1210.2 / 0.7079.8 / 5.5
59 to 235 psig / 4.1 to 16.2 barBlackFA114139X1223.2 / 1.6145 / 10.0
235 to 323 psig / 16.2 to 22.3 barBrownFA113202X12
323 to 588 psig / 22.3 to 40.5 barBlackFA114139X1294.3 / 6.5
588 to 808 psig / 40.5 to 55.7 barBrownFA113202X12
808 to 1470 psig / 55.7 to 101 barBlackFA114139X12174 / 12.0
81 to 323 psig / 5.60 to 22.3 barBrownFA113202X12
122 to 514 psig / 8.41 to 35.4 barBlackFA114139X1236.3 / 2.5290 / 20.0
257 to 1058 psig / 17.7 to 73.0 barGrayFA113201X123151058 / 73.072.5 / 5.0479 / 33.0
1. Minimum suggested difference between slam-shut set pressure and normal operating pressure of the system.
2. Maximum difference between overpressure and underpressure when using one manometric device (Type BMS1) with tripping hook (see Figure 5). For underpressure and overpressure
points greater than this maximum number, use a second manometric device (Type BMS2) for underpressure protection.
SPRING
COLOR
PurpleFA113195X12
OrangeFA113196X12
RedFA113197X12
YellowFA113198X12
GreenFA113199X12
GrayFA113201X12
SPRING PART
NUMBER
MANOMETRIC
SENSING
DEVICE TYPE
162
71235 / 16.2
27
171470 / 101
236
MANOMETRIC
SENSING
DEVICE STYLE
Diaphragm
Piston
Bellows
MAXIMUM
SENSING INLET
PRESSURE,
psig / bar
74 / 5.1
1470 / 101
514 / 35.4
SETPOINT
TOLERANCE,
psig / bar
1.61 in. w.c. /
4 mbar
2.02 in. w.c. /
5 mbar
4.02 in. w.c. /
10 mbar
5.62 in. w.c. /
14 mbar
7.23 in. w.c. /
18 mbar
20.1 in. w.c. /
50 mbar
5.08 / 0.3536.3 / 2.5
43.5 / 3.0
102 / 7.0
14.5 / 1.00145 / 10.0
MAXIMUM DIFFERENCE
OVERPRESSURE AND
(1)
UNDERPRESSURE,
BETWEEN
(2)
psig / bar
4.02 in. w.c. /
10 mbar
10 in. w.c. /
25 mbar
20.1 in. w.c. /
50 mbar
24.1 in. w.c. /
60 mbar
2.18 / 0.15
5.08 / 0.35
Requires use
of Type BMS1
or BMS2
Manometric Sensing Device (Type BMS1
or BMS2) (See Figure 2)
Pressure from the system is sensed through control lines
into the manometric sensing device (Type BMS1, BMS2 or
Types BMS1 and BMS2). Depending on the configuration,
the Type BMS1 or BMS2 will transmit these pressure
fluctuations to the mechanism box. If these fluctuations
reach the setpoint of the manometric sensing device
(Type BMS1 or BMS2), the device will activate the tripping
mechanism in the mechanism box (Type BM1 or BM2) and
cause the valve to slam-shut.
Remote Shutoff
Remote Tripping is accomplished using a 3-way solenoid
valve installed in the control line of a Type BMS1 or
BMS2 manometric device configured for underpressure
protection (UPSO) or overpressure and underpressure
protection (OPSO/UPSO). When de-energized, the solenoid
valve allows the Type BMS manometric device to monitor
the controlled pressure as if the solenoid valve was not
present. When energized, the solenoid valve will be
repositioned to connect the Type BMS manometric device to
atmospheric pressure tripping the underpressure protection
slam-shut setting.
*For further instructions on Types EZR, EZH and EZL, refer to the corresponding instruction manual of these products.
Principle of Operation* (See Figure 3)
The Type OSE slam-shut valve and the Type OS2 slam-shut
device used on Type EZHOSX, EZROSX or EZLOSX
provides overpressure and/or underpressure protection
by shutting off the flow to the downstream system. The
slam-shut valve is typically installed upstream of a pressure
reducing regulator as shown in Figure 4.
Pressure is registered on one side of the diaphragm, piston
or bellows and is opposed by the setpoint control spring of
the manometric sensing device. The Type OS2 slam-shut
device tripping pressure is determined by the setting of the
control spring.
Overpressure: when the sensed pressure increases
above the setpoint, the pressure on top of the diaphragm
overcomes the spring setting and moves the manometric
device stem.
Underpressure: when the sensed pressure decreases
below the setpoint, the control spring pressure below the
diaphragm overcomes the downstream pressure and pushes
the diaphragm which moves the manometric device stem.
When the sensed pressure rises above the set pressure (or
drops below the set pressure) the manometric device senses
the pressure change and triggers the detection stage which
North America Only
4
TYPE
EVENT
50 mm
35 mm
15 mm
COURSE CLAPET
2
R
U
N
S
T
A
R
T
4
6
8
E0559
PRX
S
L
A
EQUALIZER BYPASS
MANOMETRIC DEVICE STEM
Type OS2
TYPE
SA/2
R
B
V
M
E0939
INLET PRESSURE
OUTLET PRESSURE
ATMOSPHERIC PRESSURE
LOADING PRESSURE
PILOT SUPPLY PRESSURE
MANOMETRIC DEVICE
R
U
N
2
4
6
S
T
8
A
R
T
TYPE EZHOSX
COURSE CLAPET
50 mm
35 mm
15 mm
VALVE PLUG
VALVE PLUG DISK
EVENT
MECHANISM BOX
MANOMETRIC DEVICE STEM
North America Only
E0559
INLET PRESSURE
OUTLET PRESSURE
LOADING PRESSURE
TYPE EZROSXTYPE OSE
E0558
INLET PRESSURE
OUTLET PRESSURE
Figure 3. Operational Schematics
5
Type OS2
UPSTREAM
BLOCK VALVE
TYPE OSE
SLAM-SHUT VALVE
E0560
OVERPRESSURE AND UNDERPRESSURE SHUTOFF
UPSTREAM
BLOCK
VALV E
DOWNSTREAM SENSING LINE
OPTIONAL STRAINER
USING ONE MANOMETRIC DEVICE
DOWNSTREAM SENSING LINE
OPTIONAL STRAINER
BLOCK
VALV E
PRESSURE
REGULATOR
BLOCK
VALV E
UPSTREAM
BLOCK VALVE
TYPE OSE
SLAM-SHUT VALVE
E0561
OPTIONAL
STRAINER
UPSTREAM
BLOCK
VALV E
DOWNSTREAM SENSING LINE
OPTIONAL STRAINER
MINIMUM/MAXIMUM UPSTREAM AND
DOWNSTREAM PRESSURE
DOWNSTREAM SENSING LINE
EXTERNAL TRIP
PRESSURE
BLOCK
VALV E
PRESSURE
REGULATOR
BLOCK
VALV E
TYPE OSE
SLAM-SHUT VALVE
E0562
OVERPRESSURE AND UNDERPRESSURE SHUTOFF
USING TWO MANOMETRIC DEVICES
PRESSURE
REGULATOR
Figure 4. Typical Installations
activates the second stage, releasing the slam-shut valve
plug. A tight and total shutoff is ensured by the plug seal
O-ring closing on the orifice and is helped by the “dash pot”
effect between the bonnet skirt and the valve plug. A “dash
pot” effect occurs when the valve plug closes by having both
the closing spring and the inlet pressure pushing on top of
the valve plug. This is accomplished by ports around the skirt
of the bonnet allowing inlet pressure above the valve plug.
Installation*
WARNING
!
Personal injury, equipment damage or
leakage due to escaping gas or bursting
of pressure-containing parts may result
if the slam-shut valve is installed where
its capabilities can be exceeded or where
TYPE OSE
SLAM-SHUT VALVE
E0563
EXTERNAL SIGNAL
PRESSURE
REGULATOR
conditions exceed any ratings of the adjacent
piping or piping connections. To avoid this,
install the slam-shut valve where service
conditions are within unit capabilities and
applicable codes, regulations or standards.
Additionally, physical damage to the
slam-shut valve could break the mechanism
box off the main valve, causing personal
injury and property damage due to escaping
gas. To avoid such injury or damage, install
the unit in a safe location.
Installation, operation and maintenance
procedures performed by unqualified
personnel may result in improper adjustment
and unsafe operation. Either condition may
result in equipment damage or personal
injury. Use qualified personnel when
installing, operating and maintaining the unit.
North America Only
*For further instructions on Types EZR, EZH and EZL, refer to the corresponding instruction manual of these products.
6
Type OS2
Table 3. Main Valve Body Sizes, End Connection Styles and Body Pressure Ratings
3. Available with NPS 1 and 2 / DN 25 and 50 only.
25
50
80
100
150
25
50
80
100
150
200
250
MAIN VALVE BODY MATERIALEND CONNECTION STYLE
(3)
NPT
Cast iron
WCC Steel
LCC Steel
CL125 FF20013.8
CL250 RF50034.5
(3)
NPT
CL150 RF29020.0
CL300 RF75051.7
CL600 RF1500103
CL150 RF29020.0
CL300 RF75051.7
CL600 RF1500103
(1)
STRUCTURAL DESIGN RATING
40027.6
1500103
(2)
Clean out all pipelines before installation and check to be
sure the valve has not been damaged or collected foreign
material during shipment. Use suitable line gaskets and
good bolting practices with a flanged body. The Type OSE
must be installed in a horizontal position with the mechanism
box above the body (see Figure 2). The Types EZHOSX,
EZROSX and EZLOSX are installed with the mechanism
box typically below the pipe. Type OS2 slam-shut device can
also be installed in a pit that is subject to flooding by venting
the mechanism box above the maximum possible flood
level. When used below ground, the vent must be relocated
(piped) to keep the mechanism box from collecting moisture
and/or other foreign material. Install obstruction-free tubing
or piping into the 1/4 NPT vent tapping. Provide protection
on the relocated vent by installing a screened vent cap into
the end of the vent pipe.
Type OS2 can be used along with a token relief valve to
minimize unnecessary shutoff. The relief valve is set to
open before the Type OS2 slam-shut device activates.
This arrangement allows the relief valve to handle minor
overpressure problems such as gas thermal expansion or
seat leakage due to dirt moving through the system which
may move out of the regulator during the next operating
cycle. The slam-shut device does activate if the regulator
has a major malfunction with excessive gas flow that
exceeds the token relief capacity.
The manometric device requires an external sensing line
which should be tapped into a straight run of pipe 8 to
10 pipe diameters downstream or upstream of the slam-shut
device. If impossible to comply with this recommendation
due to the pipe arrangement, it may be better to position
the sensing line tap nearer the regulator or slam-shut outlet
rather than downstream of a block valve. Do not position
the tap near any elbow, swage or nipple which might cause
turbulence. It is recommended to install an isolation valve
and a vent valve on the sensing line, which can be useful for
tripping and verifications.
Startup*
WARNING
!
To avoid personal injury or property
damage due to explosion or damage to
regulator or downstream components during
startup, release downstream pressure to
prevent an overpressure condition on the
diaphragm of the regulator. In order to avoid
an overpressure condition and possible
equipment damage, pressure gauges
should always be used to monitor pressures
during startup.
These startup procedures are for the Type OSE/OS2 only.
1. Make sure the upstream and downstream shutoff valves
are closed.
2. Slowly open the upstream shutoff valve.
3. For NPS 8 and 10 / DN 200 and 250 body sizes, slowly
open the bypass valve.
4. The slam-shut valve is shipped with the slam-shut
device in the tripped position. To reset the slam-shut,
follow the procedure under Resetting the Trip
Mechanism in the Adjustment section.
5. For NPS 8 and 10 / DN 200 and 250 body sizes, close
the slam-shut valve bypass.
6. Slowly open the downstream shutoff valve.
7. Check all connections for leaks.
8. Adjust the slam-shut pressure setting by following the
appropriate procedures in the Adjustment section.
North America Only
*For further instructions on Types EZR, EZH and EZL, refer to the corresponding instruction manual of these products.
7
Type OS2
Adjustment
Typically, adjustments are carried out with the slam-shut
valve closed. Only the detection stage is reset (see Figure 7
and the section on Resetting the Tripping Mechanism).
Follow the procedures below for setpoint adjustment and use
the resetting tool (see Figure 8) to move the adjusting screw.
CAUTION
Before any adjustment, check that the
spring range installed corresponds to the
required setpoint.
CAUTION
Before beginning adjustment procedures, be
sure there is no pressure in the manometric
sensing device (Type BMS1 or BMS2).
Type BMS1 (Figure 5)
Overpressure Shutoff Only
Adjusting the Threaded Stem:
1. Remove the tripping hook or rotate so it cannot contact
Pin D2.
2. Turn in the adjusting screw until the distance between
the threaded stem and Pin D1 stops increasing.
3. Reset the detection stage only. (See Figure 7 and the
section on Resetting the Trip Mechanism.)
4. Adjust the threaded stem to a distance of 1/16 in. /
1.6 mm from Pin D1 (detection stage set).
5. Tighten threaded stem locknut.
Adjusting the Overpressure Trip Point:
1. Pressurize the Type BMS1 to the desired trip pressure.
2. Turn in the adjusting screw until the detection stage can
be reset.
3. Turn out the adjusting screw until the detection
stage trips.
4. Verify that the trip pressure is equal to the desired
pressure setting by reducing pressure to the
Type BMS1, resetting the detection stage and then
increasing pressure to the Type BMS1 until the detection
stage trips. Adjust trip pressure setting if necessary.
5. Tighten adjusting screw locknut.
Underpressure Shutoff Only
Adjusting the Threaded Stem and Tripping Hook:
1. Rotate the tripping hook so that it cannot contact Pin D2.
2. Turn out the adjusting screw.
3. Pressurize the Type BMS1 to the desired trip pressure.
ADJUSTING SCREW
LOCKNUT
ADJUSTING
SCREW
TRIPPING HOOK
LOCKNUTS
E0606
TRIPPING HOOK
PIN D2
TRIPPING
PLATE
PIN D1
Figure 5. TypeBMS1 Construction
THREADED
STEM
THREADED STEM
LOCKNUT
OVERPRESSURE SHUTOFF
4. Reset the detection stage only. (See Figure 7 and the
section on Resetting the Trip Mechanism)
5. Adjust the threaded stem to a distance of
1/16 in. / 1.6 mm from Pin D1 (detection stage set).
6. Tighten threaded stem locknut.
7. Rotate the tripping hook into position and adjust the
tripping hook locknuts until the hook is at a distance of
1/16 in. / 1.6 mm from Pin D2.
8. Tighten tripping hook locknuts.
Adjusting the Underpressure Trip Point:
1. Maintain the desired trip pressure in Type BMS1.
2. Turn in the adjusting screw until the detection stage
is tripped.
3. Verify that the trip pressure is equal to the desired
pressure setting by increasing pressure to the
Type BMS1, resetting the detection stage and then
reducing pressure to the Type BMS1 until the detection
stage trips. Adjust trip pressure setting if necessary.
4. Tighten adjusting screw locknut.
Overpressure and Underpressure Shutoff
Adjusting the Threaded Stem:
1. Rotate the tripping hook so that it cannot contact Pin D2.
2. Turn out the adjusting screw.
3. Pressurize the Type BMS1 to the desired overpressure
trip pressure.
4. Reset the detection stage only. (See Figure 7 and the
section on Resetting the Trip Mechanism.)
5. Adjust the threaded stem until it just touches Pin D1.
6. Manually trip the detection stage by moving Pin D1.
7. Unscrew the threaded stem two turns which is a
distance of approximately 1/16 in. / 1.6 mm.
8. Tighten threaded stem locknut.
North America Only
8
Type OS2
Adjusting the Overpressure Trip Point:
Same procedure as overpressure shutoff only.
Adjusting the Underpressure Trip Point:
1. Pressurize the Type BMS1 to a pressure between the
desired overpressure and underpressure trip points.
2. Reset the detection stage only. (See Figure 7 and the
section on Resetting the Trip Mechanism.)
3. Pressurize the Type BMS1 to the desired underpressure
trip pressure.
4. Adjust the hook by progressively moving the tripping
hook locknuts until the detection stage trips.
5. Tighten tripping hook locknuts.
6. Verify that the trip pressure is equal to the desired
pressure setting by increasing pressure to the
Type BMS1, resetting the detection stage and then
reducing pressure to the Type BMS1 until the detection
stage trips. Adjust trip pressure setting if necessary.
Type BMS2 (Figure 6)
Overpressure Shutoff Only
Adjusting the Overpressure Push Button:
1. Remove the tripping hook.
CAUTION
Be sure there is no pressure in the
manometric sensing device before doing the
following steps.
2. Turn in the adjusting screw until the distance between
the threaded stem and Pin D2 stops increasing.
3. Reset the detection stage only. (See Figure 7 and the
section on Resetting the Trip Mechanism.)
4. Adjust the push button to a distance of 1/16 in. / 1.6 mm
from Pin D2.
5. Tighten push button locknut.
Adjusting the Overpressure Trip Point:
Same procedure as adjusting the Type BMS1 for overpressure
shutoff only.
ADJUSTING
SCREW
ADJUSTING SCREW
LOCKNUT
E0607
OVERPRESSURE AND UNDERPRESSURE SHUTOFF
TRIPPING
HOOK
LOCKNUT
Figure 6. Type BMS2 Construction
PUSH BUTTON LOCKNUT
PUSH BUTTON
PIN D2
TRIPPING
PLATE
PIN D1
TRIPPING
HOOK
THREADED
STEM
THREADED
STEM
LOCKNUT
5. Adjust the tripping hook to a distance of 1/16 in. /
1.6 mm from Pin D1.
6. Tighten tripping hook locknut.
Adjusting the Underpressure Trip Point:
Same procedure as adjusting the Type BMS1 for
underpressure shutoff only.
Overpressure and Underpressure Shutoff
Adjusting the Push Button:
1. Remove the tripping hook.
2. Turn out the adjusting screw.
3. Pressurize the Type BMS2 to the overpressure shutoff
trip pressure.
4. Reset the detection stage only. (See Figure 7 and the
section on Resetting the Trip Mechanism.)
5. Adjust the push button until it just touches Pin D2.
6. Manually trip the detection stage by moving Pin D2
(see Figure 5).
7. Unscrew the push button two turns which is a distance
of approximately of 1/16 in. / 1.6 mm.
8. Tighten push button locknut.
Adjusting the Overpressure Trip Point:
Same procedure as overpressure shutoff only.
North America Only
Underpressure Shutoff Only
Adjusting the Underpressure Tripping Hook:
1. Remove the overpressure push button or move it so that
it cannot contact Pin D2.
2. Turn out the adjusting screw.
3. Pressurize the Type BMS2 to the desired underpressure
trip pressure.
4. Reset the detection stage only. (See Figure 7 and the
section on Resetting the Trip Mechanism.)
Adjusting the Underpressure Trip Point:
1. Pressurize the Type BMS2 to a pressure between the
desired overpressure and underpressure trip points.
2. Reset the detection stage only. (See Figure 7 and the
section on Resetting the Trip Mechanism.)
3. Pressurize the Type BMS2 to the desired underpressure
trip pressure.
4. Turn in the tripping hook until the detection stage trips.
5. Tighten tripping hook locknut.
9
Type OS2
D2
SLIDING
CLEVIS
D1
SECOND
STAGE
RELEASING
SHAFT
TRAVEL STOP
RESET PIN WITH WHITE DOT
TRAVEL STOP
E0611
VALVE OPEN
SLAM-SHUT VALVE OPEN
STEP A
TRAVEL STOP
VALVE CLOSED
E0612
STEP B
VALVE CLOSED
SLAM-SHUT VALVE CLOSED
RESETTING
TOOL
TRAVEL STOP
VALVE OPEN
North America Only
E0613
RESET DETECTION STAGE (FIRST STAGE)
NOTE: ORIENTATION SHOWN IS FOR TYPE OSE. ORIENTATION FOR TYPES EZHOSX, EZROSX AND EZLOSX IS ROTATED 180°.
10
E0614
RESET POWER STAGE (SECOND STAGE)
Figure 7. Mechanism Trip Stages
Type OS2
6. Verify that the trip pressure is equal to the desired
pressure setting by increasing pressure to the
Type BMS2, resetting the detection stage and then
reducing pressure to the Type BMS2 until the detection
stage trips. Adjust trip pressure setting if necessary.
Resetting the Trip Mechanism
Resetting of the Type OS2 slam-shut device is done
manually and, for NPS 8 and 10 / DN 200 and 250 body
sizes, with the bypass valve open. After the Type OS2 has
closed, it must be manually reset before it can be placed
back in service. Before resetting the Type OS2, check for
and correct the reason for the overpressure/underpressure
condition. For the following procedures, see Figures 7 and 8.
Note
To reset the detection stage, the pressure
in the manometric sensing device must
be below the overpressure trip point and/
or above the underpressure trip point.
Otherwise the detection stage cannot
be reset.
Note
Because the Type OS2 mounted on the
Type EZHOSX, EZROSX or EZLOSX is turned
180°, the following directions apply to the
Type OSE only, however, the reset procedure
for the Type EZHOSX, EZROSX or EZLOSX is
the same. When a specific direction is given
(i.e. top left), the Type EZHOSX, EZROSX
or EZLOSX direction will be reversed
(i.e. bottom right).
To reset the Type OS2, close the upstream block valve.
Open the front cover of the mechanism box.
Detection Stage (First Stage)
The reset pin with white dot is at the top center location of
the mechanism box, see Figure 8. Push this pin up and to
the right (Type OSE only, see note above). This action will
lock in the detection stage (see step A in Figure 7).
When movement is started on the stem, the internal bypass
in sizes from NPS 1 through 6 / DN 25 through 150 will open
and equalize the pressure on each side of the valve plug
before the valve plug can be moved off the seat. For NPS 8
and 10 / DN 200 and 250, external bypass valve should be
opened. Continue turning the reset tool.
CAUTION
Wait for the pressure on each side of the
valve plug to equalize before proceeding to
the following steps. Never use an extension
with the reset tool when resetting the
second stage. Failure to do so may result in
equipment damage.
This action will raise the valve plug, compress the closing
spring and latch the second stage (power stage) mechanism.
Replace the reset tool on its holder and replace the cover.
Slowly open the upstream block valve.
Shutdown*
WARNING
!
To avoid personal injury or property damage
due to explosion or damage to shutoff
device, regulator or downstream components
during shutdown, release downstream
pressure to prevent an overpressure
condition on the regulator diaphragm.
Installation arrangements may vary, but in any installation it
is important that the valves be opened or closed slowly. The
steps below apply to the typical installation.
1. Slowly close the downstream shutoff valve.
2. Slowly close the upstream shutoff valve.
3. Slowly open the vent valves downstream of the
slam-shut valve.
4. Slowly open the vent valves upstream of the
slam-shut valve.
North America Only
Power Stage (Second Stage)
Note
The reset tool is keyed and will only fit on
the second stage releasing shaft in one
orientation. Be sure the tool securely fits
onto the shaft before turning.
To reset the power stage, use the square reset tool located
on the lower left corner of the mechanism box. Place the
square end of the tool on the second stage releasing shaft at
the center of the box and slowly rotate clockwise (see step B
in Figure 7).
*For further instructions on Types EZR, EZH and EZL, refer to the corresponding instruction manual of these products.
Maintenance
Instructions are given for complete disassembly and
assembly. Key numbers are referenced in Figure 14 for
NPS 1 through 6 / DN 25 through 150 body sizes and
Figure 15 for NPS 8 and 10 / DN 200 and 250 body sizes
unless otherwise noted.
11
Type OS2
Mechanism Box (BM1 or BM2)
Disassembly for NPS 1 through 6 / DN 25 through
150 Body Sizes (Refer to Figure 14)
WARNING
!
Avoid personal injury or damage to
property from sudden release of pressure
or uncontrolled gas or other process fluid.
Before disassembling, carefully relieve
all pressures. Use gauges to monitor
inlet and outlet pressures while releasing
these pressures.
Note
The only parts that are replaceable on
the Type OS2 are the equalizer bypass
component, manometric sensing device
(Types BMS1 and BMS2) and the sealing
components. The seat ring on the Type OSE
is pressed into the body and is not
field removable.
Note
The position of the travel stop (Figure 13)
depends on the Type of assembly and
body size. The travel stop must be in the B
position (Figure 13) for NPS 1 and 2 / DN 25
and 50 body sizes. For all other body sizes,
the travel stop must be in the C position
(Figure 13).
The cover is held on by one screw which can be unscrewed
manually or by using a socket (maximum recommended
torqueis1.8ft-lbs/2.4N•m).
1. Open the mechanism cover and replace the cover screw
O-ring by removing the circlip.
CAUTION
Trip the mechanism if it is not already
released by moving Pin D1 (see Figure 7) to
remove as much spring tension on the stem
as possible.
2. Trip the mechanism by carefully turning the tripping
plate (Pins D1 and D2) clockwise (refer to Figures 5
and 6).
3. Remove the clip (refer to Figure 8). Turn and detach
the clevis from the stem by pulling the pin from the
sliding clevis.
4. Remove the two cap screws (key 39) holding the
mechanism box (key 16) to the bonnet (key 15) and
remove the mechanism box.
5. Remove the nuts (key 23, for NPS 4 and 6 / DN 100
and 150 only) or cap screws (key 21) holding the bonnet
(key 15) to the body (key 1).
6. The bonnet (key 15), valve plug (key 5H) (with equalizer
bypass, key 5A in NPS 1 through 6 / DN 25 through
150 body sizes), main spring (key 12) and small stem
bushing (key 24) will lift out of the body as a unit. Set the
unit on a hard flat surface with the valve plug (key 5H)
at the bottom and press down on the bonnet (key 15) to
compress the main spring (key 12), allowing the stem to
be unhooked from the coupling head.
7. Use a spanner wrench (a wrench is supplied with one
of the replacement parts kits) to unscrew the equalizer
bypass (key 5A) from the valve plug (key 5H) (refer
to Figures 10 and 11). The NPS 1 / DN 25 body size
equalizer bypass (key 5A) holds the plug O-ring (key 32)
to the valve plug (key 5H). On the NPS 2 and 3 / DN 50
and 80 body sizes, the equalizer bypass (key 5A) holds
the plug disk and the plug O-ring (key 32) to the valve
plug (key 5H). The NPS 4 and 6 / DN 100 and 150 body
sizes valve plug disk and valve plug are held together
by six cap screws. On these body sizes, remove the cap
screws and valve plug disk to replace the plug O-ring
(refer to Figure 11).
Note
The equalizer bypass (key 5A) is a common
part between valve plug sizes from NPS 1
through 6 / DN 25 through 150 body sizes.
The equalizer bypass (key 5A) is not
serviceable and must be replaced as a unit.
8. To remove the equalizer bypass (key 5A) from
the coupling and coupling head, drive out the roll
Pin (key 5C) on the coupling (refer to Figure 10).
Disassembly for NPS 8 and 10 / DN 200 and 250
Body Sizes (Refer to Figures 13 and 15)
1. Remove the mechanism box (BM) cover (key 96).
2. Remove the travel stop (see Figure 13).
3. Unscrew the nuts (keys 97 and 98).
4. Remove the resetting latch (key 100).
5. Remove the bolt (key 113) and the spacer (key 114).
6. Remove the cam (key 121) and yoke (key 108).
7. Unscrew the two screws (key 117).
8. Retain the square nut (key 53) situated at the extremity
of the stem valve (key 20).
North America Only
12
MECHANISM BOX
(BM, KEY 16)
CLIP
SLIDING CLEVIS
STEM
SCREW (KEY 39) AND
FLAT WASHER (KEY 40)
W8128A
LOCATION FOR
SWITCH (KEY 27)
RESET PIN WITH WHITE DOT
Figure 8. Type OS2 Internal Parts
Type OS2
TRIPPING PLATE
MANOMETRIC SENSING
DEVICE (TYPE BMS1, KEY 17)
MANOMETRIC DEVICE
THREADED STEM
SECOND STAGE RELEASING SHAFT
TRAVEL STOP
RESETTING TOOL
(KEY 3)
CAP SCREW
(KEY 21)
BONNET (KEY 15)
9. Unscrew the cap screws (key 21).
10. Remove the O-ring (key 11).
11. For NPS 8 / DN 200, insert a spacer (key 114) between
the cam (key 121) and square nut (key 53) or a stack
washer (key 99) between the bolt (key 113) and square
nut (key 53).
Normally, the bonnet (key 15) / valve cylinder
(key 14) part cannot be dismantled.
4. Remove the main spring (key 12).
5. Remove the screws (key 36) and fixing O-ring (key 34)
while the pin (key 35) remains mounted on the valve
plug body (key 13A).
Disassembly of the Valve Plug O-ring
(if required) (Refer to Figure 15)
1. The valve plug body (key 13A) is threaded to the
valve plug cylinder (key 13B), the O-ring (key 34) can
be reached by unscrewing the valve plug assembly
(keys 13A and 13B) using a bar of 800 and 4 screws
[2 M8 on valve plug cylinder (key 13B) and 2 M10 on
valve plug body (key 13A)].
Assembly for NPS 1 through 6 / DN 25 through
150 Body Sizes (Refer to Figure 14)
1. Attach a new equalizer bypass (key 5A) to the coupling
using a roll pin (key 5C, refer to Figure 10).
2. Screw the equalizer bypass (key 5A) into the valve
plug (key 5H) with the plug disk and a new plug O-ring
(key 32, Figure 11). Be careful not to nick or pinch the
O-ring (key 32) when tightening the equalizer bypass
(key 5A). On the NPS 4 and 6 / DN 100 and 150 body
sizes, attach the plug disk and a new plug O-ring
(key 32) to the valve plug (key 5H) using six cap screws
(refer to Figures 11 and 15).
3. Replace the valve piston ring (key 7) on the inside of the
bonnet skirt.
4. Refer to Figures 14 and 16. Place a new O-ring
(included in key 24) on the small stem bushing (key 24).
Set the valve plug assembly (key 5) on a hard flat
surface. Set the main spring (key 12) in place on the
valve plug (key 5H). Place the bonnet (key 15) on the
spring (key 12) and compress the spring by pressing
down on the bonnet. Attach the stem (key 24) to the
coupling head of the valve plug (key 5H) through the
bonnet (key 15). Slowly release the bonnet (key 15) to
allow the spring tension to seat the small stem bushing
(key 24) onto the bonnet and carefully place the O-ring
(key 1C).
5. Place the bonnet assembly (key 15) onto the body
(key 1) using a new O-ring (key 10) and a new
external O-ring (key 11). Secure the bonnet (key 15)
by tightening down the nuts (key 23, for NPS 4 and 6 /
DN 100 and 150 only) or cap screws (key 21).
North America Only
13
Type OS2
COUPLING
COUPLING
HEAD
EQUALIZER BYPASS
(KEY 5A)
ROLL PINS
W6853_1
Figure 9. Equalizer Bypass and Coupling Assembly for
NPS 1 through 6 / DN 25 through 150 Body Sizes
6. Place the mechanism box (key 16) onto the bonnet
(key 15) and attach using two cap screws (key 39) and
two flat washers (key 40).
7. Hook the sliding clevis to the stem and insert the pin
(refer to Figures 7 and 8). Secure the Pinusing the clip.
8. To reset, see Resetting the Trip Mechanism in the
Adjustment section.
Assembly for NPS 8 and 10 / DN 200 and 250
Body Sizes (Refer to Figure 15)
1. Perform the operations described in Disassembly in
reverse order.
2. Replace O-rings at each disassembly.
3. Be careful when removing or replacing the valve
plug assembly (key 13) to avoid damaging the piston
ring (key 7).
4. Lubricate screws before tightening (molybdenum
graphite grease).
5. Lightly lubricate O-rings (silicone grease).
6. Replace the cover by tightening the screw manually or
by using a socket (maximum recommended torque is
1.8ft-lbs/2.4N•m).
If the valve plug assembly (key 13) has been disassembled:
8. Lubricate the thread of the valve plug cylinder (key 13B)
(molybdenum graphite grease).
9. Positioning the valve plug O-ring (key 34):
• For NPS 8 / DN 200 Body Size: Screw the valve plug
body (key 13A) partly to the valve plug cylinder (key 13B)
and insert the O-ring (key 34) into the groove before
tightening to reach metal/metal contact.
COUPLING
HEAD
HOLES FOR
SPANNER
WRENCH
VALVE PLUG
(KEY 5H)
EQUALIZER
BYPASS (KEY 5A)
VALVE PLUG DISK
W6855
PLUG O-RING
(KEY 32)
Figure 10. Valve Plug and Equalizer Bypass Assembly for
NPS 1 through 6 / DN 25 through 150 Body Sizes
• For NPS 10 / DN 250 Body Size: Place the O-ring
(key 34) into the groove of the valve plug cylinder
(key 13B), assemble and screw the valve plug body
(key 13A) to reach metal/metal contact.
10. Wipe the valve plug O-ring (key 34) after assembly.
11. Lightly lubricate the stem valve (key 20) (silicone
grease) on the small stem bushing (key 24).
12. Check that the main spring (key 12) is
correctly positioned.
13. Positioning the O-ring (key 10):
• For NPS 8 / DN 200 Body Size: Mount on
connector part.
• For NPS 10 / DN 250 Body Size: Place in the bore of
the body.
For the following procedures, key numbers are not shown in
the assembly drawings for NPS 8 and 10 / DN 200 and 250
body sizes.
14. Lubricate the mechanism of the release relay
(mechanism box face contact plus cam, spacer, bolt
and resetting latch (keys 121, 114, 113 and 100)
(molybdenum graphite grease).
15. Leave minimum operational space [rotation of the cam
(key 121) / bolt (key 113)] between the locknut (key 98)
and the resetting latch (key 100).
16. Lubricate the BMS spring (key 33) (molybdenum
graphite grease).
North America Only
14
SAFETY
MANOMETRIC
BOX (BMS)
BASE
SAFETY
MANOMETRIC
BOX 1 (TYPE BMS 1)
“HOOK” KIT
SAFETY
MANOMETRIC
BOX 2 (YPE BMS 2)
“HOOK” KIT
DIAPHRAGM,
TYPES 162 AND 71
Figure 11. Manometric Sensing Device Types
PISTON,
TYPES 27 AND 17
Type OS2
BELLOWS,
TYPES 236 AND 315
Manometric Sensing Device
(Type BMS1 or BMS2)
The Type BMS1 is the first manometric sensing device. The
Type BMS2 is the second manometric sensing device.
Disassembly
1. Disconnect the pressure sensing line from the
manometric sensing device (BMS, key 17).
2. If applicable, remove the BMS tripping hook from the
adjusTable stem of the BMS (see Figures 5 and 6).
3. Loosen and remove the hex head cap screws
(key 38A) and O-ring (key 38B) at the mechanism box
(BM, key 16)/manometric device (BMS, key 17) joint.
(See Figure 13).
4. Carefully pull the BMS (key 17) away from the BM
(key 16) followed by a rubber joint gasket (key 38C,
Figure 13).
5. Inspect the rubber joint gasket (key 38C) for
deterioration or damage and replace if necessary.
6. Loosen the adjustment locknut on the adjusting screw.
Then unscrew and remove the adjusting screw.
7. Remove the BMS spring (key 33) from the spring case.
For BMS Type 162 and 71 (Diaphragm, key 17)
(See Figure 12):
8. Loosen the cap screws and nuts on the casing and
remove the pressure sensing casing to reach the
diaphragm assembly (key 17).
9. If diaphragm replacement is desired, loosen the hex nut
that holds the diaphragm assembly to the valve stem.
For BMS Type 236 and 315 (Bellows, key 17)
(See Figure 12):
8. Loosen the socket screws at the pressure
sensing casing.
9. Remove the spring case from the pressure sensing
casing and then remove the bellows (key 17).
For BMS Type 27 and 17 (Piston, key 17)
(See Figure 12):
8. Loosen the socket screws on the pressure sensing
casing and remove the pressure sensing casing.
9. Loosen the socket screws on the spring case
and remove the spring case away from the pressure
sensing casing.
10. Slide the piston (key 17) out of the pressure
sensing casing.
Assembly
Proceed in the reverse order of Disassembly.
Parts Ordering*
When corresponding with your local Sales Office about
this equipment, always reference the equipment serial
number. When ordering replacement parts, also be sure
to include the complete 11-character part number from the
following parts list.
North America Only
*For further instructions on Types EZR, EZH and EZL, refer to the corresponding instruction manual of these products.
The contents of this publication are presented for information purposes
only, and while 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 on request. We reserve the right to modify or improve the
designs or specications of our products at any time without notice.
Emerson Process Management Regulator Technologies, Inc. does not
assume responsibility for the selection, use or maintenance of any
product. Responsibility for proper selection, use and maintenance of any
Emerson Process Management Regulator Technologies, Inc. product
remains solely with the purchaser.
North America Only
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