This manual includes installation, maintenance, and
parts ordering information for the Design CAV4 control
valve and Cavitrol IV trim. Information on the flushing
trim is also provided. Refer to separate manuals for
information concerning the actuator, positioner, and
other accessories used with this control valve.
Only personnel qualified through training or experience
should install, operate, and maintain a Design CAV4
control valve. If you have any questions about these
instructions, contact your Fisher Controls sales office
or sales representative before proceeding.
The Design CAV4 control valve, shown in figure 1, is
an angle valve with soft metal-to-metal seats,
Cavitrol IV trim, cage guiding, and push-down-to-close
valve plug action. Figure 8 shows a typical balanced
TSO (tight shutoff) trim construction. Figure 10 shows
three additional valve plug constructions that are available: one with a pressure-assisted spring-loaded
PTFE seal ring with PEEK (poly ether ether ketone)
anti-extrusion rings, another with five graphite piston
rings, and a third with stem-balancing.
Cavitrol IV trim is most often used to eliminate cavitation damage on liquid service where the differential
pressure drop is greater than 207 bar, differential
(3000 psi). It may also be used in applications with
lower pressure drops where its anti-cavitation performance is required. Figure 11 shows the valve with
D100384X012
Page 2
Design CAV4
Table 1. Specifications
Available Configurations and Valve Sizes
Common Characteristics: Four-stage Cavitrol IV
trim with soft metal-to-metal seats in Design CAV4
angle valve. Valve plug action is push-down-toclose
Seal Ring Construction: 2, 3, 4, or 6 in.
valve with pressure-balanced valve plug and springloaded PTFE seal ring. For use in low-temperature
applications
Stem-Balanced Construction: 2 or 4 in.
valve with stem-balanced valve plug (valve stem
diameter—for that portion of the stem that passes
through the bonnet—is equal to the nominal port
diameter). For use in high-temperature applications
Piston Ring Construction: 6 in. valve with pressure-balanced valve plug and five graphite piston
rings. For use in high temperature applications
Maximum Inlet Pressure, Temperature, and Pressure Drops
Consistent with ASME B16.34 Class 2500 pressure/
temperature ratings; but do not exceed the pressure, temperature, and pressure drop conditions
specified when the valve was ordered. Also, see the
Installation
(1)
section in this manual
Shutoff Classification
TSO (Tight Shutoff) Trim: Valves with TSO trim
are factory tested to a more stringent Fisher
Controls test requirement of no leakage at time of
shipment using ANSI/ISA Class V procedures.
Piston Ring Construction: Class IV per
ANSI/FCI 70-2
All Others: Class VI per ANSI/FCI 70-2
Flow Direction
In through the side connection and out the bottom
connection
Flow Characteristic
Linear
Port Diameters and Unbalance Area
See table 2, or table 3 for TSO trim
Minimum Seating Force
First refer to figure 2 to determine minimum seat
load in lbf per inch of port circumference, then multiply that value by the port circumference from table
2, or table 3 for TSO trim
End Connection Style
Buttwelding Ends: All buttwelding end schedules
per ASME B16.25 that are compatible with
ASME B16.34 valve body rating.
Raised-Face or Ring-Type Joint Flanged Ends:
Inlet connection is ANSI Class 2500 flange per
B16.5. Outlet connection mates to ANSI Class 2500
flange and has tapped bolt holes with line flange
studs
1. The pressure/temperature limits in this manual and any applicable standard or code limitation for the valve should not be exceeded.
flushing trim. Flushing trim consists of two plates
installed prior to system flushing in order to protect
Cavitrol IV trim and valve body gasket surfaces.
Earlier CAV4 control valves used hard metal-to-metal
seats. The soft metal-to-metal seated version can be
identified by the letters SMS stamped on the seat ring
(key 35, figure 10) or lower cage assembly (key 2, figure 10).
Specifications
Specifications for the Design CAV4 control valve are
shown in tables 1, 2, and 4.
Valve Plug Travel
See table 2
Yoke Boss and Valve Stem Diameters
See table 2
Approximate Weights
See table 4
Installation
Personal injury or system damage
caused by sudden release of pressure
may result if the valve assembly is
installed where service conditions could
exceed the limits given in table 1 and on
the appropriate nameplates. To avoid
such injury or damage, use pressure-relieving devices as required by applicable
industry codes to prevent the service
conditions from exceeding these limits.
1. For seal ring and piston ring constructions. For stem-balanced construction, use port area of 11.4 cm2 (1.77 inch2) for 2 inch valve and 38.3 cm2 (5.94 inch2) for 4 inch valve.
2. Stem-balanced construction has 31.8 mm (1-1/4 inch) valve stem connection.
3. Stem-balanced construction has 50.8 mm (2 inch) valve stem connection.
VALVE SIZE,
2
3
4
1. Consult the factory for larger yoke boss sizes.
2. This column lists the percent reduction of published maximum CV of the trim listed in the TRIM column.
VALVE STEM
DIAMETER
mmInchmmInchmmInchmmInchmmInchmm
19.0
38.1
19.0
25.4
69.8
TRIM
Class
2500
Class
2500
Class
2500
3/4
1-1/2
3/4
1
2-3/4
mmInchmmInchmmInchmmInchmmInch
381-1/2
50.82913-9/1655.62-3/1655.62-3/16174.86.880%
642-1/2
(2)
(3)
YOKE BOSS
DIAMETER
91
91
3-9/16
3-9/16
127
127
178
TRAVEL
5
5
7
381-1/238.11-1/2119.64.714.30.17
642-1/269.92-3/4219.48.648.10.32
PORT
DIAMETER
CIRCUMFERENCE
Table 3. Additional Valve Specifications for TSO (Tight Shutoff) Trim
MAXIMUMYOKE BOSS
TRAVEL
127
127
91
91
SIZE
(1)
3-9/16
5
3-9/16
5
PORT DIAMETER
NominalActual TSO
38.11-1/238.11-1/2119.64.710%
69.92-3/469.92-3/4219.48.640%
PORT
PORT
CIRCUMFERENCE
UNBALANCE
AREA
2
REDUCTION
TRAVEL
(1)
2
Inch
C
V
(2)
Table 4. Approximate Weights
VALVE SIZE,
INCH
2
3913-9/16301664471035121430716
4
61275 or 5H1512333424053044988418654120
YOKE BOSS
DIAMETER
mmInchKgLbKgLbKgLbKgLbKgLb
913-9/16167369449837122749
12751824015913037122749
91 or 1273-9/16 or 55321172127280122737821227
17875541222150330122737821227
TOTAL
CAUTION
BONNET
ONLY
used; gaskets that are removed must not
be reused. Use new gaskets upon as-
VALVE PLUG
AND STEM
ASSEMBLY
LOWER CAGE
ASSEMBLY
sembly.
When ordered, the valve configuration
and construction materials were selected to meet particular pressure, pressure drop, temperature, and controlled
fluid conditions. Do not apply any other
conditions to the valve without first contacting your Fisher Controls sales office
or sales representative.
If hoisting the valve, be sure the hoist
used is capable of handling the weight
of the valve and actuator. Also, be sure
the sling does not damage the painted
surfaces, is positioned securely to prevent swinging or slipping, and is positioned so as to cause no damage to tub-
ing or any accessories.
Trim parts, seals, and gaskets may be
damaged if post-weld buttweld heat
treatment is applied to valve areas other
than the end connections. If heat treatment will be performed over the entire
valve body, seals and gaskets must be
removed. Valve plug seals may be re-
1. The valve must be installed so that the actuator is
positioned vertically above the valve body. This position reduces the possibility of uneven wear on the
valve plug. Also, this position facilitates easier maintenance and prevents stem binding due to actuator
weight.
UPPER
CAGE
3
Page 4
Design CAV4
A2922-1/IL
WARNING
Personal injury could result from pack-
ing leakage. Valve packing was tight-
ened prior to shipment; however, the
packing might require some readjust-
ment to meet specific service condi-
tions.
Flushing the Pipeline
Before flushing the piping system, install the Design
CAV4 flushing trim (figure 11), if available, as described in the
Maintenance
Use of Flushing Trim
section.
procedure in the
Figure 2. Recommended Minimum Seat Load
for All Constructions
2. Be certain the valve body and adjacent pipelines
are free of foreign materials that may damage valve
seating surfaces.
3. If continuous operation of the system will be required during valve inspection and maintenance, install
a conventional three-valve bypass around the point of
valve installation.
Note
For longer service life and more effective
operation, the process liquid must be
clean. Impurities or entrained solids in
the process liquid may cause irreparable
erosion damage to the seating surfaces
and may plug cage holes, causing cavitation damage. During valve installation
or the plant cleaning cycle, install a
strainer upstream from the valve to help
free pipelines of foreign material.
4. Flow through the valve must be as indicated by the
flow direction arrow on the valve body.
5. Use accepted piping practices when installing the
valve in the pipeline. For flanged valves, remove the
protective covering from the outlet flange studs, and
use a suitable gasket between the valve and the pipeline flanges.
Principle of Operation
With Cavitrol IV trim, liquid flow enters the valve
through the side connection and enters the cage
through the top set of holes as shown in figure 3. No
significant pressure drop occurs across the set of
holes because the flow area is relatively large. As the
liquid flows down through the cage, it undergoes four
staged pressure drops by flowing through four additional sets of holes. All significant throttling action occurs in the four sets of holes down-stream of the seating surfaces. Flow leaves the valve through the bottom
connection.
When the valve is partially open, the valve plug blocks
some of the holes above the seating surfaces. A small
amount of flow enters the blocked holes and flows out
through the clearance between the cage and plug. Because all significant pressure drop is taken downstream of the seating surfaces, the clearance flow
does not cavitate or cause erosion of the seating surfaces. Each of the four stages has a successively larger flow area, resulting in higher pressure drops across
the first stages where there is no danger of the liquid
pressure falling low enough to allow the formation of
vapor bubbles that can cause cavitation.
Because more than 90 percent of the total valve pressure drop is across the first three stages, both the inlet
pressure to the final stage and the pressure drop
across the final stage are relatively low. A low inlet
pressure and pressure drop at the final stage result in
a pressure at the vena contracta (the lowest pressure
reached in the flow stream) that is above the liquid vapor pressure. Maintaining this higher pressure at the
vena contracta ensures that the liquid pressure does
not fall below the vapor pressure, and thus cavitation
does not occur.
4
Page 5
VALVE PLUG
UPPER CAGE
SEATING SURFACES
FOUR STAGED
PRESSURE DROPS–
ALL SIGNIFICANT
THROTTLING AND
PRESSURE REDUCTIONS
OCCUR IN THESE ARES
W3671-3*/IL
Figure 3. Schematic of Design CAV4 Valve with
Cavitrol IV Trim
Design CAV4
WARNING
Avoid personal injury and property dam-
age from sudden release of process
pressure or bursting of parts. Before
performing any maintenance operations:
Always wear protective gloves,
clothing, and eyewear when performing
any maintenance operations to avoid
personal injury.
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.
Use bypass valves or completely
shut off the process to isolate the valve
from process pressure. Relieve process
pressure on both sides of the valve.
Drain the process media from both sides
of the valve.
Vent the power actuator loading
pressure, and relieve any actuator
spring precompression.
Use lock-out procedures to be sure
that the above measures stay in effect
while you work on the equipment.
The valve packing box may contain
process fluids that are pressurized,
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.
even
Maintenance
Valve parts are subject to normal wear and must be
inspected and replaced as necessary. Inspection and
maintenance frequency depends on the severity of
service conditions. This section includes instructions
for packing lubrication, packing replacement, trim removal, trim replacement, and use of flushing trim.
Because of the care Fisher Controls takes in meeting
all manufacturing requirements (such as heat treating
and dimensional tolerances), use only replacement
parts manufactured or furnished by Fisher Controls.
Key numbers used in these procedures are shown in
figure 10, except where indicated.
Packing Lubrication
A lubricator or lubricator/isolating valve (figure 4) is
available for use with PTFE-composition packing or
other packings that require lubrication. If a lubricator or
lubricator/isolating valve is used, it will be installed in
place of the pipe plug (key 17) in the bonnet (key 12).
Use a good quality silicon-base lubricant. Packing
used in processes with temperatures over 260C
(500F) should not be lubricated. Be certain the lubricant is compatible with the process liquid. The frequency of lubrication depends upon the severity of the
service conditions.
To operate the lubricator, simply turn the cap screw
clockwise to force lubricant into the packing box. The
lubricator/isolating valve operates the same way ex-
5
Page 6
Design CAV4
Table 5. Recommended Torque for Packing Flange Nuts
STEM DIAMETERMINIMUMMAXIMUM
mmInch
19.13/441306145
25.4161459167
31.81-1/4816012290
38.11-1/261459167
69.92-3/4816012290
NmLbfftNmLbfft
12A7837-A
B1422-1*/IL
10A9421-A
AJ5428-D
A2160-2/IL
Figure 4. Optional Lubricator and Lubricator/Isolating Valve
cept the isolating valve must first be opened and then
closed after lubrication is completed.
Packing Maintenance
For spring-loaded single PTFE V-ring packing (figure
5), the spring (key 23) maintains a sealing force on the
packing. If leakage is noted around the packing follower
(key 22), check to be sure the shoulder on the packing
follower is touching the bonnet. If the shoulder is not
touching the bonnet, tighten the packing flange nuts
(key 15) until the shoulder is against the bonnet. If leakage cannot be stopped in this manner, replace the
packing as described in the
cedure.
For PTFE-composition or graphite ribbon/filament
packing (figure 5), leakage around the packing follower
may be stopped by tightening the packing flange nuts
(key 15). If leakage cannot be stopped by tightening
the nuts, replace packing as described in the
Replacement
procedure.
Packing Replacement
Packing
pro-
19.1 mm (3/4-INCH)
12A8173-A
A2596-1/IL
14A7924-A
A2928-1/IL
25.4 mm (1-INCH) OR
31.8 mm (1-1/4-INCH) STEM
0.102mm (0.004 INCH)
GRAPHITE PACKING FOR 31.8, 38.1, & 69.9 mm
(1-1/4, 1-1/2, & 2-3/4 INCH) STEM DIA
Figure 5. Packing Arrangements
6
Page 7
Design CAV4
Packing Replacement
Before performing any maintenance of the valve or
packing: Isolate the control valve from the line pressure, release pressure from both sides of the valve
body, and drain the process media from both sides of
the valve. If using a power actuator, also shut-off all
pressure lines to the power actuator, release all pressure from the actuator. Use lock-out procedures to be
sure that the above measures stay in effect while you
work on the equipment.
For spring-loaded PTFE V-ring packing (shown in figure 5), tighten the packing flange nuts (key 15) until
the shoulder on the packing follower (key 22, figure 5)
contacts the bonnet (key 12). If packing leakage still
exists, replace the packing according to the numbered
steps below.
If packing leakage exists with PTFE-composition or
graphite ribbon/filament packing, first try to limit the
leakage and establish a stem seal by tightening the
packing flange nuts (key 15) to at least the minimum
recommended torque in table 5. However, do not exceed the maximum recommended torque in table 5, or
excessive friction may result.
If the packing is relatively new and tight on the stem,
and if tightening the packing flange nuts does not stop
the leakage, the valve stem may be worn or nicked so
that a seal cannot be made. The surface finish of a
new valve stem is 0.1 micro-meter (4 micro-inches)
rms. If the leakage comes from the outside diameter of
the packing, the leakage may be caused by nicks or
scratches around the packing box wall. While replacing the packing according to the numbered steps below, inspect the valve stem and packing box wall for
nicks or scratches. If the nicks or scratches cannot be
removed by refinishing, replace the parts with new
parts.
1. Remove the cap screws in the valve/actuator stem
connector (not shown), and separate the two halves of
the stem connector. Then exhaust all actuator pressure, if any was applied, and disconnect the actuator
supply and any leakoff piping.
2. Unscrew the hex nuts (key 26) or the yoke locknut
(not shown), and lift the actuator from the bonnet (key
12).
3. Loosen the packing flange nuts (key 15) so that the
packing (key 19 or keys 29 and 13, figure 5) is not tight
on the valve stem (key 4). Remove any travel indicator
disc and stem locknuts from the valve stem threads.
CAUTION
When lifting the bonnet (key 12), be sure
that the valve plug and stem assembly
(key 4) remains on the seat. This will
avoid damage to the seating surfaces as
a result of the assembly dropping from
the bonnet after being lifted part way
out. The bonnet is easier to handle separately.
4. Unscrew the large hex nuts (key 27) that secure the
bonnet (key 12) to the valve body. Carefully lift the
bonnet off the valve stem. If the valve plug and stem
assembly (key 4) starts to lift with the bonnet, tap the
end of the stem down with a brass or similar hammer
that will not deform the valve stem threads. Set the
bonnet on a cardboard or wooden surface to prevent
damage to the bonnet gasket surface.
5. Remove the upper bonnet gasket (key 6).
6. Cover the opening in the valve body to protect the
gasket surface and to prevent foreign material from
falling into the valve body cavity.
7. Remove the packing flange nuts (key 15), packing
flange (key 16), upper wiper (key 21, figures 5 and 10,
not used with graphite ribbon/filament packing), and
packing follower (key 22). Carefully push out all the
remaining packing parts from the valve side of the
bonnet using a rounded rod or other tool that will not
scratch the packing box wall.
8. Clean the packing box and these metal packing
parts: packing follower (key 22), packing box ring (key
20), spring and special washer (keys 23 and 24, used
with PTFE V-ring packing, figure 5) or lantern ring (key
23, used with other packing as shown in the figure 5
arrangements).
9. Inspect the valve stem threads for any sharp edges
that might cut the packing. A whetstone or emery cloth
may be used to smooth the threads if necessary.
10. Remove the protective covering from the valve
body cavity, and install a new upper bonnet gasket
(key 6). Then slide the bonnet (key 12) over the stem
and onto the stud bolts (key 28).
11. Lubricate the stud bolt (key 28) threads and the
faces of the hex nuts (key 27) with lubricant (key 18 or
equivalent)(not necessary if new factory prelubricated
hex nuts are used). Replace the washers and hex
nuts, but do not tighten them. Torque the nuts in a
crisscross pattern to no more than 1/4 of the nominal
torque value specified in table 6. When all nuts are
tightened to that torque value, increase the torque by
1/4 of the specified nominal torque and repeat the
crisscross pattern. Repeat this procedure until all nuts
are tightened to the specified nominal value. Apply the
final torque value again and, if any nut still turns, tighten every nut again.
7
Page 8
Design CAV4
VALVE SIZE
Table 6. Valve Body-to-Bonnet Bolting Torque
VALVE SIZE,
INCHES
,
2974717
31058780
417761310
627122000
TORQUE
NmLbfft
12. Install new packing and the metal packing box
parts according to the appropriate arrangement in figure 5. Slip a smooth-edged pipe over the valve stem,
and gently tamp each soft packing part into the packing box.
13. Slide the packing follower (key 22), wiper (key 21,
not used with graphite ribbon/filament packing), and
packing flange (key 16) into position. Lubricate the
packing flange studs (key 14) and the faces of the
packing flange nuts (key 15). Replace the packing
flange nuts.
For spring-loaded PTFE V-ring packing, tighten
packing flange nuts (key 15) until the shoulder on the
packing follower (key 22) contacts the bonnet (key 12).
For other packing types, tighten the packing flange
nuts (key 15) to the maximum recommended torque
shown in table 5. Then loosen the packing flange nuts,
and retighten them to the recommended minimum
torque in the table.
14. Mount the actuator on the valve body assembly,
and reconnect the actuator and valve stem according
to the procedures in the appropriate actuator instruction manual. After the valve is returned to service, retighten the hex nuts (key 27) to the torques listed in
table 6.
need to be refinished, or if the inside diameter of the
lower cage has plugged holes, deep scratches, or other signs of wear, the cage retainer and lower cage assembly must be removed. A seat ring or lower cage
assembly and cage retainer in good condition may
both remain in the valve body.
A cage retainer tool is required to remove the cage
retainer and lower cage assembly. If specifically ordered, a tool is supplied with the valve. It can also be
ordered individually by referencing the tool part number included in the
Parts List
of this manual. A tool can
also be machined for a specific valve using the dimensions shown in figure 6.
Note
Machine the tool from a material listed in
figure 6, or from a material with a yield
strength of at least 827 MPa (120,000
psi). Using a tool of lower strength may
result in damage to the valve body
threads.
CAUTION
Careful handling and installation of trim
parts is extremely critical on all Design
CAV4 valves. Any damage to gasket and
seal surfaces of the cage or valve body,
or valve plug and cage seating surfaces
can result in leakage that can cause
eventual damage to the cage and valve
body due to erosion and cavitation.
Trim Removal
Note
The 3-inch CAV4 valve is a clamped-in
trim design. No cage retainer is used.
See figure 10. Therefore, if you are using
these instructions for a 3-inch valve, disregard references to a cage retainer.
The valve trim consists of the valve plug and stem assembly (key 4), the valve plug rings, if used, (keys 8,
9, 10, 11, and 37), the upper cage (key 3), the cage
retainer (key 5), the lower cage assembly (key 2), the
separable seat ring (key 35, seal ring construction
only), the upper and lower bonnet gaskets (key 6), and
the cage gasket (key 7).
During trim removal, inspect the seating surface of the
plug and lower cage or seat ring. Also inspect the inside diameter of the lower cage. If the seating surfaces
8
1. Remove the actuator (not shown), bonnet (key 12)
and packing by following steps 1 through 7 of the
Packing Replacement
section.
CAUTION
When lifting the valve plug and stem assembly out of the valve body, be certain
the upper cage (key 3) remains in the
valve (key 1). This will prevent damage
that might be caused by the upper cage
dropping back into the valve after being
lifted part way out. Use care to avoid
damaging gasket sealing surfaces.
The 6-inch Design CAV4 graphite piston
rings (key 11) are brittle and in two
pieces. Use care to avoid damage to the
piston rings caused by dropping or
rough handling.
2. Pull the valve plug and stem assembly (key 4) out
of the cages. Lay it on a protective surface in a safe
location.
3. For stem-balanced valve plugs, proceed to step 4.
For seal ring valve plugs, work the retaining ring (key
10) off the valve plug with a screwdriver. Carefully
slide the backup ring (key 9), two-piece anti-extrusion
ring (key 37), and seal ring (key 8) off the valve plug
(key 4).
For piston-ring valve plugs, the graphite piston rings
(key 11) are each in two sections. If the rings are worn
and need to be replaced, remove the sections from the
grooves in the valve plug (key 4).
For TSO (tight shutoff) trim, perform the following
steps (refer to figures 7 and 8):
Remove the piston ring, anti-extrusion rings,
backup ring, and retainer.
Remove the set screws that lock the outer plug to
the inner plug.
Using a strap wrench or similar tool, unscrew the
outer plug from the inner plug. Do not damage the outer plug guide surfaces.
Remove the protected soft seat seal.
thread type. Install eyebolts or similar devices into
those holes, then carefully lift the upper cage out of the
valve body.
5. Remove the lower bonnet gasket (key 6).
If removal of the lower cage assembly is necessary,
use a cage retainer tool (figure 6) to remove the cage
retainer (key 5) as follows:
a. Insert the tool into the valve body. Be certain the
tool lugs are engaged in the corresponding recesses in the retainer.
CAUTION
Do not use an impact wrench to remove
or install the seat ring retainer. Damage
to cage retainer, valve body threads, and
lower cage could result.
b. Use a power torque wrench having torque capabilities equal to or greater than those shown in figure 6. Connect the power torque wrench to a standard socket wrench extension or other suitable tool.
This extension or tool must fit snugly into the
square hole or hex head of the cage retainer tool.
Refer to figure 6 for square hole and hex head
sizes.
Inspect the parts for damage and replace if needed.
4. The upper cage (key 3) has two tapped holes to aid
in removal. Refer to table 7 for the hole diameter and
10
c. Insert the extension into the cage retainer tool.
d. Use the stud bolts (key 28) to prevent the power
torque wrench from rotating.
Page 11
Design CAV4
Table 7. Hole Diameter and Thread Type for Cage Removal
Hold the power torque wrench and attached socket wrench extension at right
angles to the cage retainer when applying torque. Tilting the wrench and extension while applying torque causes the
lugs on the cage retainer tool to suddenly disengage from the recesses in the
retainer, damaging the retainer and the
lower cage assembly (key 2).
e. Remove the cage retainer (key 5).
f. Remove the seat ring (key 35) and O-ring (key
36), if used.
6. The 4 and 6-inch lower cage assemblies (key 2)
have tapped holes to aid in removal. Refer to table 7
for hole diameter and thread type. Install eyebolts or
similar devices into these holes. Carefully lift the lower
cage assembly (key 2) straight out of the valve body.
7. Remove the cage gasket (key 7).
The seat ring (key 35) or integral seat
cage assembly (key 2) has a soft metal
seat. To avoid damage to the seating
surfaces, DO NOT lap this surface. If this
area needs repair, contact your Fisher
Controls sales representative or sales
office for assistance.
Trim Replacement
Note
The 3-inch CAV4 valve is a clamped-in
trim design. No cage retainer is used.
See figure 10. Therefore, if you are using
these instructions for a 3-inch valve, disregard references to a cage retainer.
After all trim maintenance has been completed, reassemble the trim by following the steps below.
Be certain that all gasketed surfaces are clean. Use
new gaskets (keys 6 and 7) during assembly.
1. If the lower cage assembly (key 2) and cage retainer (key 5) remained in the valve body (key 1), proceed
to step 4.
If these parts were removed, read the following caution
and proceed to step 2:
CAUTION
To avoid galling or improper gasket
loading that may result in leakage, thoroughly clean the threads and the gasket
surfaces in the valve body (key 1), the
valve body bore, and the cage retainer
(key 5). Lubricate the surfaces indicated
in figure 9 with the appropriate lubricant.
Be certain to lubricate all of the following mating surfaces:
cage retainer and valve body
threads,
bottom of the cage retainer and top
of the flange on the lower cage assembly.
11
Page 12
Design CAV4
LUBRICATION REQUIRED, USE BELL-RAY MOLYLUBE
NO. 80, DOW CORNING MOLYKOTE, OR NEVER-SEEZ
PURE NICKEL SPECIAL, OR EQUIVALENT.
48A6264-A
A2935-1/IL
Figure 9. Trim Surfaces Requiring Lubrication
and Recommended Lubricants
Do not lubricate the gasket surfaces.
Position the valve vertically and careful-
ly lower the lower cage assembly into
the valve body. When inserting the assembly, use an even motion; do not rock
the lower cage assembly while installing
it. Use care to avoid damaging the cage
gasket (key 7).
2. Install a new cage gasket (key 7), and insert the
lower cage assembly (key 2) into the valve body. If
installing the separable seat ring (key 35), first install
the O-ring (key 36) around the bottom diameter of the
seat ring.
3. Thread the cage retainer (key 5) into the valve
body. Use the cage retainer tool (figure 6) to tighten
the cage retainer as follows:
a. Insert the tool into the valve body. Be certain the
tool lugs are engaged in the corresponding recesses in the retainer.
CAUTION
Do not use an impact wrench to remove
or install the seat ring retainer. Damage
to cage retainer, valve body threads, and
lower cage could result.
b. Use a power torque wrench having torque capabilities equal to or greater than those shown in figure
6. Connect the power torque wrench to a standard
socket wrench extension or other suitable tool. The
extension or tool must fit snugly into the square hole
or the hex head of the cage retainer tool. Refer to
figure 6 for square hole or hex head sizes.
c. Insert the extension into the cage retainer tool.
d. Use the stud bolts (key 28) to prevent the power
torque wrench from rotating.
CAUTION
Hold the power torque wrench and attached socket wrench extension at right
angles to the cage retainer when applying torque. Tilting the wrench and extension while applying torque causes the
lugs on the cage retainer tool to suddenly disengage from the recesses in the
retainer, damaging the retainer and lower cage assembly.
e. Tighten the cage retainer (key 5) to the torque
shown in figure 6.
4. Install a new lower bonnet gasket (key 6), and insert the upper cage (key 3). Be sure the lugs on the
bottom of the cage engage the corresponding slots in
the cage retainer (key 5).
Note
Rotate the upper cage (key 3) clockwise
by hand as much as possible once the
cage lugs engage the slots in the cage
retainer (key 5). Failure to do so may result in slight seat leakage.
5. For stem-balanced valve plug, proceed to step 6.
For piston ring valve plug, if installing new graphite
piston rings (key 11), each replacement ring will arrive
in one piece. Use a vise with smooth jaws to break this
replacement ring into halves. Place the new ring in the
vise so that the jaws will compress the ring into an
oval. Slowly compress the ring until the ring snaps on
both sides. If one side snaps first, do not try to tear or
cut the other side. Instead, keep compressing the ring
until the other side snaps.
With the valve plug and stem assembly (key 4) on a
protective surface, place the piston rings in the piston
ring grooves with the fractured ends matched. Rotate
the rings in the grooves so that all the matched ends
are at different points around the plug circumference.
For seal ring valve plug, install the seal ring (key 8)
with the open side facing the four flutes on the valve
plug. Slide the 2-piece anti-extrusion ring (key 37) and
the backup ring (key 9) onto the valve plug. Secure
with the retaining ring (key 10).
12
Page 13
Design CAV4
For TSO (tight shutoff) trim, perform the following
steps (refer to figures 7 and 8).
Thread the outer plug onto the inner plug until the
parts seat metal to metal, using a strap wrench or similar tool that will not damage the outer plug guide surfaces.
Mark the top of the inner plug and outer plug with
alignment marks in the assembled position.
Disassemble the outer plug from the inner plug
and install the seal over the inner plug, so that the seal
rests below the threaded area.
Thread the outer plug onto the inner plug and
tighten with a strap wrench or similar tool until the
alignment marks line up. This will ensure that the plug
parts are metal to metal and the seal is compressed
properly. Do not damage the outer plug guide surfaces.
Install set screws centering the inner plug in the
outer plug and torque to 11 Nm (8 lbfft).
CAUTION
The soft metal seat life can be seriously
shortened if the following step is not
carefully completed.
12. Isolate the valve from the process and stroke the
plug at least three times with maximum actuator force
to seat the plug surface against the soft metal seat.
Use of Flushing Trim
Install the flushing trim (figure 11) prior to system
flushing in order to protect the Cavitrol IV trim and the
valve body gasket surfaces.
Gaskets (keys 6 and 7) that have not been in service
(i.e., original gaskets in a Design CAV4 valve being
installed or new gaskets for a valve already installed)
may be used with the flushing trim.
Key numbers referenced in this section are shown in
figure 11, unless otherwise indicated.
Assemble the piston ring, anti-extrusion rings,
backup ring, and retainer.
6. Slide the valve plug and stem assembly (key 4) into
the cages.
7. Place a new upper bonnet gasket (key 6) onto the
upper cage (key 3) as shown in figure 10.
8. Install the bonnet (key 12) over the valve stem and
onto the valve body (key 1).
9. Lubricate the threads of the studs (key 28) and the
faces of the hex nuts (key 27) with lubricant (key 18 or
equivalent)(not necessary if new factory prelubricated
hex nuts are used). Replace the washers and hex nuts
but do not tighten them. Torque the nuts in a crisscross pattern to no more than 1/4 of the nominal
torque value specified in table 6. When all nuts are
tightened to that torque value, increase the torque by
1/4 of the specified nominal torque and repeat the
crisscross pattern. Repeat this procedure until all nuts
are tightened to the specified nominal value. Apply the
final torque value again and, if any nut still turns, tighten every nut again.
10. Install new packing and packing box parts per
steps 12 and 13 of the
11. Mount the actuator by following the procedures in
the appropriate actuator instruction manual. Check for
packing leakage as the valve is being put into service.
Retighten packing flange nuts as required. After the
valve is returned to service, retighten the hex nuts (key
27) to the torque listed in table 6.
Packing Replacement
section.
1. Remove the actuator, and disassemble the valve
body by completing steps 1 and 2, and 4 through 7 of
the
Trim Removal
2. Install the lower flushing plate (key 31).
3. Thread the cage retainer (key 5) into the valve body
hand-tight.
4. Install the lower bonnet gasket (key 6), the upper
flushing plate (key 30), and the upper bonnet gasket
(key 6).
5. Place the bonnet (key 12, figure 10) on the valve
body. Lubricate the threads of the studs (key 28) and
the faces of the hex nuts (key 27) with lubricant (key
18 or equivalent) (not necessary if new factory prelubricated hex nuts are used). Replace the washers and
hex nuts but do not tighten them. Torque the nuts in a
crisscross pattern to no more than 1/4 of the nominal
torque value specified in table 6. When all nuts are
tightened to that torque value, increase the torque by
1/4 of the specified nominal torque and repeat the
crisscross pattern. Repeat this procedure until all nuts
are tightened to the specified nominal value. Apply the
final torque value again and, if any nut still turns, tighten every nut again.
6. After system flushing is completed, remove the
bonnet (key 12) and bonnet gaskets (key 6), upper
flushing plate (key 30), cage retainer (key 5), lower
flushing plate (key 31), and cage gasket (key 7).
7. Assemble the valve as described in the
placement
procedure.
procedure.
Trim Re-
13
Page 14
Design CAV4
Parts Ordering
Each valve body-bonnet assembly is assigned a serial
number, which can be found on the valve body. This
same number also appears on the actuator nameplate
when the valve is shipped from the factory as part of a
control valve assembly. Refer to the number when
contacting your Fisher Controls sales office or sales
representative for technical assistance or when ordering replacement parts.
When ordering replacement parts, also be sure to include the 11-character part number from the following
parts kits or parts list information.
Parts Kits
The following kits are available for repairing non liveloaded packing on valves with 19.1 mm (3/4 inch)
stems. Stems and packing box constructions not supplied by Fisher Controls and that do not meet Fisher
Controls stem finish specifications, dimensional tolerances, and design specifications, may adversely alter
the performance of these packing kits. These kits do
not apply to special alloy constructions.
Packing, 19.1 mm (3/4 inch) stemKit
Single PTFE V-ringRPACKX00032
Double PTFE-compositionRPACKX00092
Double Graphite Ribbon/FilamentRPACKX00182
or equivalent (not furnished with the valve)
19*Packing SetSee following table
20*Packing Box RingSee following table
21*Upper WiperSee following table
22Packing FollowerSee following table
23Packing SpringSee following table
23Lantern RingSee following table
24Special WasherSee following table
25Stud Bolt, steel (8 req’d)
127 mm (5 inch) yoke boss
25.4 mm (1-inch) stem1J6981X0122
31.8 mm (1-1/4 inch) & 38.1 mm
(1-1/2 inch) stem1J698131012
127 mm (5H inch) yoke boss
31.8 mm (1-1/4 inch) stem1R369031012
178 mm (7 inch) yoke boss
69.9 mm (2-3/4 inch) stem1R369031012
26Yoke Locknut (not shown)
90 mm (3-9/16 inch) yoke boss,
19.1 mm (3/4 inch) stem1E832723062
26Hex Nut, steel (8 req’d)
127 mm (5 inch) yoke boss1A343324112
25.4 mm (1-inch) stem1A343324122
127 mm (5H inch) & 178 mm (7 inch) yoke boss
31.8 mm (1-1/4 inch) & 69.9 mm (2-3/4 inch)
stem1A368124112
27Hex Nut, steel (SA-194-2H)
2 inch (8 req’d)1A445324072
3 inch (8 req’d)1D716724072
4 inch (8 req’d)1A501124072
6 inch (12 req’d)1N850524072
28Stud Bolt, steel (SA-193-B7)
2 inch (8 req’d)16A5325X012
3 inch (8 req’d)15A5490X012
4 inch (8 req’d)12A5151X022
6 inch (12 req’d)18A1978X012
29*Packing RingsSee following table
30Upper Flushing Plate, steel
470 Series—50.8 mm (2 inch) maximum travel
657 & 667—76.2 mm (3 inch) maximum travel
1008—Except with 50.8 mm (2 inch) travel
127 mm (5 Inch) Yoke Boss
127 mm (5 Inch) Yoke Boss
90.5 mm (3-9/16 Inch) Yoke Boss
Group 1
472 & 473
Group 100
470
471
472
473
474
475
476
657
1008
Group 101
667
Group 401
657
657 MO
657-4
657-4 MO
667
667 MO
127 mm (5 Inch) Yoke Boss
Group 405
657 MO
657-4 MO
Group 406
127 mm (5 Inch) Yoke Boss
667 MO
667-4 MO
Group 407
127 mm (5 Inch) Yoke Boss
470
471
474
475
657
roup
127 mm (5H) & 178 mm (7 Inch) Yoke Boss
657 Size 100
1008
Group 409
127 mm (5H) & 178 mm (7 Inch) Yoke Boss
667 Size 100
*Recommended spare parts
19
Page 20
Design CAV4
Cavitrol, Fisher, Fisher-Rosemount, and Managing The Process Better are marks owned by Fisher Controls International, Inc. or Fisher-Rosemount Systems, Inc.
All other marks are the property of their respective owners.
Fisher Controls International, Inc. 1980, 1999; All Rights Reserved
The contents of this publication are presented for informational purposes only, and while every effort has been made to ensure their accuracy, they are not to be construed as warranties or guarantees, express
or implied, regarding the products or services described herein or their use or applicability. We reserve the right to modify or improve the designs or specifications of such products at any time without notice.
For information, contact Fisher Controls:
Marshalltown, Iowa 50158 USA
Cernay 68700 France
Sao Paulo 05424 Brazil
Singapore 128461
20
Printed in U.S.A.
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