Instruction Manual
Form 5081
June 2002
Design ET and EAT easy-eR Valves
Class 125 through 600
Contents
Introduction 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Scope of Manual 1. . . . . . . . . . . . . . . . . . . . . . . . . . .
Description 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Specifications 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installation 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Maintenance 4. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Packing Lubrication 4. . . . . . . . . . . . . . . . . . . . . . . .
Packing Maintenance 5. . . . . . . . . . . . . . . . . . . . . .
Replacing Packing 5. . . . . . . . . . . . . . . . . . . . . . . .
Trim Maintenance 9. . . . . . . . . . . . . . . . . . . . . . . . . .
Disassembly 9. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Lapping Metal Seats 10. . . . . . . . . . . . . . . . . . . . .
Valve Plug Maintenance 10. . . . . . . . . . . . . . . . . .
Assembly 12. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
ENVIRO-SEAL
Replacing a Plain or Extension Bonnet with an
ENVIRO-SEAL Bellows Seal Bonnet
(Stem/Bellows Assembly) 13. . . . . . . . . . . . . .
Replacement of an Installed ENVIRO-SEAL
Bellows Seal Bonnet (Stem/Bellows
Assembly) 15. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Purging the ENVIRO-SEAL Bellows
Seal Bonnet 16. . . . . . . . . . . . . . . . . . . . . . . . . .
Bellows Seal Bonnet 13. . . . . . .
ET Valve
Parts Ordering 16. . . . . . . . . . . . . . . . . . . . . . . . . .
Parts Kits 17. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Parts List 19. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Introduction
Scope of Manual
This instruction manual includes installation,
maintenance, and parts information for 1- through
8-inch Design ET valves, and 1- through 6-inch
Design EAT valves, through Class 600 ratings. Refer
www.Fisher.com
W1916-3 / IL
Figure 1. Design ET Control Valve with Type 667 Actuator
to separate manuals for instructions covering the
actuator and accessories.
No person may install, operate, or maintain a Design
ET valve without first (1) being fully trained and
qualified in valve, actuator, and accessory
installation, operation, and maintenance, and (2)
carefully reading and understanding the contents of
this manual. If you have any questions about these
instructions, contact your Fisher sales office before
proceeding.
D100398X012
ET Valve
Instruction Manual
Form 5081
June 2002
Table 1. Specifications
End Connection Styles
Cast Iron Valves
Flanged: Class 125 flat-face or 250 raised-face
flanges per ASME B16.1
Screwed: Consistent with ASME B16.4
Steel and Stainless Steel Valves
Flanged: Class 150, 300, and 600 raised-face or
ring-type joint flanges per ASME B16.5
Screwed or Socket Welding: All available ASME
B16.11 schedules that are consistent with Class
600 per ASME B16.34
Buttwelding: Consistent with ASME B16.25
Maximum Inlet Pressure
(1)
Cast Iron Valves
Flanged: Consistent with Class 125B or 250B
pressure-temperature ratings per ASME B16.1
Screwed: Consistent with Class 250
pressure-temperature ratings per ASME B16.4
Steel and Stainless Steel Valves
Flanged: Consistent with Class 150, 300, and 600
pressure-temperature ratings per ASME B16.34
Screwed or Welding: Consistent with Class 600
pressure-temperature ratings per ASME B16.34
Shutoff Classifications
See table 2
Flow Characteristics
Linear (all cages), quick-opening (all except
Whisper Trim
, WhisperFlo, and Cavitrol
cages), or equal percentage (all except Whisper
Trim, WhisperFlo, and Cavitrol cages)
Flow Directions
Linear, Quick Opening, or Equal Percentage
Cage: Normally down
Whisper Trim and WhisperFlo Cages: Always
up
Cavitrol Cage: Always down
Approximate Weights
VALVE SIZE,
VALVE SIZE,
INCHES
1 & 1-1/4
1-1/2
2
2-1/2
3
4
6
8
159
408
kg
14
20
39
45
54
77
WEIGHT
Pounds
30
45
67
100
125
170
350
900
1. The pressure/temperature limits in this manual and any applicable standard or code limitation for valve should not be exceeded.
Table 2. Available Shutoff Classifications per
ANSI/FCI 70-2 and IEC 60534-4
Valve Design Seating Shutoff Class
All except those with
All except those with
Cavitrol III cages
ET with Cavitrol III
ET with Cavitrol III
one-stage cage
ET with Cavitrol III
two-stage cages
ET w/PEEK
Anti-Extrusion Rings
ET w/
3-7/16 to 7-inch port
ET and EAT
w/ TSO
(Tight Shutoff Trim)
1. This is a special non-ANSI/FCI leakage class.
2. Class V shutoff requires spring-loaded seal ring, radiused-seat plug, and
wide-bevel seat ring (not available with 8-inch port, quick-opening cage). Not
available with trims 4, 29, and 85.
PTFE (standard)
Metal
Metal
Metal V
Metal
Soft or Metal VI
Replaceable,
protected soft
seat
Standard air test
V (optional)
IV
V (optional)
IV (standard)
V (optional)
V to 316C (600F)
(1)
TSO
(1)
(2)
Description
These single-port valves have cage guiding,
quick-change trim, and balanced
push-down-to-close valve plug action. Valve
configurations are as follows:
Design ET—Globe-style valve (figure 1) with
metal-to-PTFE seating (standard for all except
Cavitrol III cages) for stringent shutoff requirements,
or metal-to-metal seating (standard for Cavitrol III
cages, optional for all others) for higher
temperatures.
Design EAT—Angle version of Design ET, used to
facilitate piping or in applications which require a
self-draining valve.
2
Instruction Manual
Form 5081
June 2002
ET Valve
Specifications
Typical specifications for these valves are shown in
table 1.
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
may result if the valve assembly is
installed where service conditions
could exceed the limits given in table 1
or on the appropriate nameplates. To
avoid such injury or damage, provide a
relief valve for over-pressure
protection as required by government
or accepted industry codes and good
engineering practices.
Fisher does not assume final
responsibility for the selection, use, or
maintenance of any product. Final
responsibility for the selection, use,
and maintenance of any Fisher
product remains with the purchaser
and end-user.
1. Before installing the valve, inspect the valve and
associated equipment for any damage and any
foreign material.
2. Make certain the valve body interior is clean, that
pipelines are free of foreign material, and that the
valve is oriented so that pipeline flow is in the same
direction as the arrow on the side of the valve.
3. 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. Other positions may result
in uneven valve plug and cage wear, and improper
operation. With some valves, the actuator may also
need to be supported when it is not vertical. For
more information, consult your Fisher sales office.
4. Use accepted piping and welding practices when
installing the valve in the line. For flanged valves,
use a suitable gasket between the valve and pipeline
flanges.
Check with your process or safety
engineer for any additional measures
that must be taken to protect against
process media.
CAUTION
When ordered, the valve configuration
and construction materials were
selected to meet particular pressure,
temperature, pressure drop, and
controlled fluid conditions.
Responsibility for the safety of
process media and compatibility of
valve materials with process media
rests solely with the purchaser and
end-user. Since some valve body/trim
material combinations are limited in
their pressure drop and temperature
ranges, do not apply any other
conditions to the valve without first
contacting your Fisher sales office.
Note
Depending on valve body materials
used, post weld heat treating may be
required. If so, damage to internal
elastomeric and plastic parts, as well
as internal metal parts is possible.
Shrink-fit pieces and threaded
connections may also loosen. In
general, if post weld heat treating is to
be performed, all trim parts should be
removed. Contact your Fisher sales
office for additional information.
5. With a leak-off bonnet construction, remove the
pipe plugs (keys 14 and 16, figure 14) to hook up the
leak-off piping. If continuous operation is required
during inspection or maintenance, install a
three-valve bypass around the control valve
assembly.
6. If the actuator and valve are shipped separately,
refer to the actuator mounting procedure in the
appropriate actuator instruction manual.
3
ET Valve
Instruction Manual
Form 5081
June 2002
WARNING
Personal injury could result from
packing leakage. Valve packing was
tightened prior to shipment; however,
the packing might require some
readjustment to meet specific service
conditions. Check with your process
or safety engineer for any additional
measures that must be taken to
protect against process media.
Valves with ENVIRO-SEAL live-loaded packing or
HIGH-SEAL live-loaded packing will not require
this initial readjustment. See the Fisher instruction
manuals, ENVIRO-SEAL Packing System for
Sliding-Stem Valves or HIGH-SEAL Live-Loaded
Packing System (as appropriate), for packing
instructions. If you wish to convert your present
packing arrangement to ENVIRO-SEAL packing,
refer to the retrofit kits listed in the Parts Kits section.
Maintenance
Use bypass valves or completely
shut off the process to isolate the
valve from process pressure. Relieve
process pressure from both sides of
the valve. Drain the process media
from both sides of the valve.
Vent the pneumatic 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, 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.
Check with your process or safety
engineer for any additional measures
that must be taken to protect against
process media.
Valve parts are subject to normal wear and must be
inspected and replaced as necessary. Inspection
and maintenance frequency depends on the severity
of service conditions. This section includes
instructions for packing lubrication, packing
maintenance, trim maintenance, and ENVIRO-SEAL
bellows seal bonnet replacement. All maintenance
operations may be performed with the valve in the
line.
WARNING
Avoid personal injury or property
damage 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.
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.
Packing Lubrication
Note
ENVIRO-SEAL and HIGH-SEAL
packing do not require lubrication.
If a lubricator or lubricator/isolating valve (figure 2) is
provided for PTFE/composition or other packings
that require lubrication, it will be installed in place of
the pipe plug (key 14, figure 14). Use a good quality
silicon-base lubricant. Do not lubricate packing used
in oxygen service or in processes with temperatures
over 260C (500F). To operate the lubricator,
simply turn the cap screw clockwise to force the
lubricant into the packing box. The
lubricator/isolating valve operates the same way
except open the isolating valve before turning the
cap screw and then close the isolating valve after
lubrication is completed.
4
Instruction Manual
Form 5081
June 2002
LUBRICATOR
ET Valve
leakage and establish a stem seal by tightening the
packing flange nuts.
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 critical for making a
good packing seal. 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. If performing any of the following
procedures, inspect the valve stem and packing box
wall for nicks and scratches.
10A9421-A
AJ5428-D
A0832-2/IL
Figure 2. Lubricator and Lubricator/Isolating Valve (Optional)
LUBRICATOR/ISOLATING VALVE
Packing Maintenance
Note
For valves with ENVIRO-SEAL
packing, see the Fisher instruction
manual, ENVIRO-SEAL Packing
System for Sliding-Stem Valves, Form
5306, for packing instructions.
For valves with HIGH-SEAL packing,
see the Fisher instruction manual,
HIGH-SEAL Live-Loaded Packing
System, Form 5263, for packing
instructions.
Key numbers refer to figure 3 for PTFE V-ring
packing and to figure 4 for PTFE/composition
packing, unless otherwise indicated.
For spring-loaded single PTFE V-ring packing, the
spring (key 8) maintains a sealing force on the
packing. If leakage is noted around the packing
follower (key 13), 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 5, figure 14) until the
shoulder is against the bonnet. If leakage cannot be
stopped in this manner, proceed to the Replacing
Packing procedure.
If there is undesirable packing leakage with other
than spring-loaded packing, first try to limit the
Replacing Packing
1. Isolate the control valve from the line pressure,
release pressure from both sides of the valve, 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, and 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.
2. Disconnect the operating lines from the actuator
and any leak-off piping from the bonnet. Disconnect
the stem connector, then remove the actuator from
the valve by unscrewing the yoke locknut (key 15,
figure 14) or the hex nuts (key 26, figure 14).
3. Loosen the packing flange nuts (key 5, figure 14)
so that the packing is not tight on the valve stem.
Remove any travel indicator parts and stem locknuts
from the valve stem threads.
WARNING
To avoid personal injury or property
damage caused by uncontrolled
movement of the bonnet, loosen the
bonnet by following the instructions in
the next step. Do not remove a stuck
bonnet 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 bonnet.
Note
The following step also provides
additional assurance that the valve
body fluid pressure has been relieved.
5
ET Valve
Instruction Manual
Form 5081
June 2002
UPPER WIPER
(KEY 12)
PACKING
FOLLOWER
(KEY 13)
WASHER
(KEY 10)
SPRING
(KEY 8)
PACKING BOX
RING (KEY 11)
FOR 316 SST
FEMALE
ADAPTOR
PACKING
RING
MALE
ADAPTOR
LOWER
WIPER
1
1
1
1
METAL PACKING BOX PARTS
NOTE:
1
MALE ADAPTOR, PACKING RING, FEMALE ADAPTOR,
AND LOWER WIPER ARE PART OF PACKING SET (KEY 6).
2 REQ’D FOR DOUBLE ARRANGEMENTS, EXCEPT LOWER WIPER.
12A7837-A
B1429-5 / IL
SINGLE ARRANGEMENTS
UPPER WIPER
(KEY 12)
PACKING
FEMALE
1
ADAPTOR
PACKING
1
RING
MALE
1
ADAPTOR
LOWER
1
WIPER
FOLLOWER (KEY 13)
SPACER (KEY 8)
PACKING BOX
RING (KEY 11)
FOR ALL OTHER METAL PACKING
BOX PART MATERIALS
UPPER WIPER
(KEY 12)
PACKING
FOLLOWER (KEY 13)
MALE ADAPTOR
PACKING RING
FEMALE ADAPTOR
12A8187-D 12A7814-D 12A7839-A
ASSEMBLY 1
(POSITIVE
PRESSURES)
ASSEMBLY 2
(VACUUM)
ASSEMBLY 3
(POSITIVE
PRESSURES
& VACUUM)
ASSEMBLY 1
(POSITIVE
PRESSURES)
ASSEMBLY 2
(VACUUM)
ASSEMBLY 3
(POSITIVE
PRESSURES
& VACUUM)
ASSEMBLY 1
(POSITIVE
PRESSURES)
9.5 mm (3/8 INCH) STEM 12.7 mm (1/2 INCH) STEM 19.1, 25.4, OR 31.8 mm
(3/4, 1, OR 1Ć1/4 INCH) STEM
B1428-5 / IL
DOUBLE ARRANGEMENTS
Figure 3. PTFE V-Ring Packing Arrangements for Plain and Extension Bonnets
CAUTION
assembly from dropping out of the
bonnet.
4. Hex nuts (key 16, figure 16, 17, or 20) or cap
Avoid damaging the seating surface
caused by the valve plug and stem
assembly dropping from the bonnet
(key 1, figure 14) after being lifted part
way out. When lifting the bonnet,
temporarily install a valve stem
locknut on the valve stem. The locknut
will prevent the valve plug and stem
screws (not shown) attach the bonnet (key 1, figure
14) to the valve body (key 1, figure 16, 17, or 20).
Loosen these nuts or cap screws approximately 3
mm (1/8 inch). Then loosen the body-to-bonnet
gasketed joint by either rocking the bonnet or prying
between the bonnet and valve. Work the prying tool
around the bonnet until the bonnet loosens. If no
fluid leaks from the joint, remove the nuts or cap
ASSEMBLY 2
(VACUUM)
ASSEMBLY 3
(POSITIVE
PRESSURES
& VACUUM)
LANTERN RING
(KEY 8)
PACKING BOX
RING (KEY 11)
LOWER WIPER
6
Instruction Manual
Form 5081
June 2002
ET Valve
Table 3. Body-to-Bonnet Bolt Torque Guidelines
VALVE SIZE, INCHES BOLT TORQUES
Design ET Design EAT
1-1/4 or less 1 129 95 64 47
1-1/2, 1-1/2 x 1, 2, or 2 x 1 2 or 2 x 1 96 71 45 33
2-1/2 or 2-1/2 x 1-1/2 3 or 3 x 1-1/2 129 95 64 47
3, 3 x 2, or 3 x 2-1/2 4 or 4 x 2 169 125 88 65
4, 4 x 2-1/2, or 4 x 3 6 or 6 x 2-1/2 271 200 156 115
6 ––– 549 405 366 270
8 ––– 746 550 529 390
1. Determined from laboratory tests.
2. SA193-B8M annealed.
3. SA193-B8M strain hardened.
screws completely and carefully lift the bonnet off
the valve.
5. Remove the locknut and separate the valve plug
and stem from the bonnet. Set the parts on a
protective surface to prevent damage to gasket or
seating surfaces.
6. Remove the bonnet gasket (key 10, figure 16, 17,
or 20) and cover the opening in the valve to protect
the gasket surface and prevent foreign material from
getting into the valve body cavity.
7. Remove the packing flange nuts, packing flange,
upper wiper, and packing follower (keys 5, 3, 12, and
13, figure 14). 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. Clean the packing box and the
metal packing parts.
(1)
SA193-B7, SA193-B8M
Nm Lbfft Nm Lbfft
(3/8 INCH)
12A8188-A
12A7815-A
12A8173-A
A2619-1 / IL
Figure 4. Detail of PTFE/Composition Packing Arrangements
(3)
9.5 mm
STEM
12.7 mm
(1/2 INCH)
STEM
for Plain and Extension Bonnets
19.1, 25.4, OR
31.8 mm
(3/4, 1, OR
1Ć1/4 INCH)
STEM
SA193-B8M
(2)
UPPER WIPER
(KEY 12)
PACKING
FOLLOWER (KEY 13)
PACKING RING
(KEY 7)
LANTERN RING
(KEY 8)
PACKING BOX
RING (KEY 11)
Note
8. Inspect the valve stem threads and packing box
surfaces for any sharp edges which might cut the
packing. Scratches or burrs could cause packing box
leakage or damage to the new packing. If the
surface condition cannot be improved by light
sanding, replace the damaged parts by following the
appropriate steps in the Trim Maintenance
procedure.
9. Remove the covering protecting the valve body
cavity and install a new bonnet gasket (key 10,
figure 16, 17, or 20), making sure the gasket seating
surfaces are clean and smooth. Then slide the
bonnet over the stem and onto the stud bolts (key
15, figure 16, 17, or 20) or onto the valve body cavity
if cap screws (not shown) will be used instead.
Proper performance of the bolting
procedures in step 10 compresses the
spiral wound gasket (key 12, figure 16
or 17) or load ring (key 26, figure 20)
enough to both load and seal the seat
ring gasket (key 13, figure 16, 17 or 20).
It also compresses the outer edge of
the bonnet gasket (key 10, figure 16
through 20) enough to seal the
body-to-bonnet joint.
The proper bolting procedures in step
10 include—but are not limited
to—ensuring that bolting threads are
clean, and evenly tightening the cap
screws, or the nuts onto the studs, in a
crisscross pattern. Tightening one cap
screw or nut may loosen an adjacent
7
ET Valve
VALVE STEM
VALVE STEM
DIAMETER
mm Inches
9.5 3/8
9.5 3/8
12.7 1/2
12.7 1/2
19.1 3/4
19.1 3/4
25.4 1
31.8 1-1/4
Instruction Manual
Form 5081
June 2002
Table 4. Recommended Torque for Packing Flange Nuts
GRAPHITE TYPE PACKING PTFE TYPE PACKING
CLASS
CLASS
125, 150 3 27 5 40 1 13 2 19
250, 300 4 36 6 53 2 17 3 26
600 6 49 8 73 3 23 4 35
125, 150 5 44 8 66 2 21 4 31
250, 300 7 59 10 88 3 28 5 42
600 9 81 14 122 4 39 7 58
125, 150 11 99 17 149 5 47 8 70
250, 300 15 133 23 199 7 64 11 95
600 21 182 31 274 10 87 15 131
300 26 226 38 339 12 108 18 162
600 35 310 53 466 17 149 25 223
300 36 318 54 477 17 152 26 228
600 49 437 74 655 24 209 36 314
Minimum Torque Maximum Torque Minimum Torque Maximum Torque
Nm Lbfin Nm Lbfin Nm Lbfin Nm Lbfin
cap screw or nut. Repeat the crisscross
tightening pattern several times until
each cap screw or nut is tight and the
body-to-bonnet seal is made. When the
operating temperature has been
reached, perform this torquing
procedure once again.
10. Lubricate the bolting (not necessary if factory
pre-lubricated stud bolt nuts are used) and install it,
using accepted bolting procedures during tightening,
so that the body-to-bonnet joint will withstand test
pressures and application service conditions. Use
the bolt torques in table 3 as guidelines.
11. Install new packing and the metal packing box
parts according to the appropriate arrangement in
figure 3, 4, or 5. Place a smooth-edged pipe over the
valve stem and gently tap each soft packing part into
the packing box.
12. Slide the packing follower, upper wiper, and
packing flange (keys 13, 12, and 3, figure 14) into
position. Lubricate the packing flange studs (key 4,
figure 14) and the faces of the packing flange nuts
(key 5, figure 14). Install the packing flange nuts.
13. For spring-loaded PTFE V-ring packing,
tighten the packing flange nuts until the shoulder on
the packing follower (key 13, figure 14) contacts the
bonnet.
For graphite packing, tighten the packing flange
nuts to the maximum recommended torque shown in
table 4. Then, loosen the packing flange nuts, and
retighten them to the recommended minimum torque
shown in table 4.
PACKING
FOLLOWER
(KEY 13)
GRAPHITE
RIBBON
PACKING RING
(KEY 7)
1
13A9776-B
19.1, 25.4, & 31.8 mm
(3/4, 1 & 1Ć1/4 INCH)
STEM
1
14A3411-A
9.5 mm
(3/8ĆINCH)
STEM
1
13A9775-B
12.7 mm
(1/2ĆINCH)
STEM
SINGLE ARRANGEMENTS
1
1
14A2153-B
9.5 mm
(3/8ĆINCH)
STEM
NOTE:
0.102 mm (0.004 INCH) THICK SACRIFICIAL ZINC WASHERS;
1
USE ONLY ONE BELOW EACH GRAPHITE RIBBON RING.
A5864 / IL
14A1849-B
12.7 mm
(1/2ĆINCH)
STEM
DOUBLE ARRANGEMENTS
1
1
14A1780-B
19.1, 25.4, & 31.8 mm
(3/4, 1 & 1Ć1/4 INCH)
STEM
GRAPHITE
FILAMENT
PACKING RING
(KEY 7)
LANTERN
RING (KEY 8)
PACKING BOX
RING (KEY 11)
PACKING
FOLLOWER
(KEY 13)
GRAPHITE
GRAPHITE
RIBBON
RIBBON
PACKING RING
PACKING RING
(KEY 7)
(KEY 7)
GRAPHITE
FILAMENT
PACKING RING
(KEY 7)
LANTERN
RING (KEY 8)
PACKING BOX
RING (KEY 11)
Figure 5. Detail of Graphite Ribbon/Filament Packing for
Plain and Extension Bonnets
For other packing types, tighten the packing flange
nuts alternately in small equal increments until one
of the nuts reaches the minimum recommended
8
Instruction Manual
Form 5081
June 2002
ET Valve
OUTER PLUG
INNER PLUG
CAGE
PROTECTED SOFT SEAT
SEAT RING
A7088 / IL
Figure 6. TSO (Tight Shutoff Trim), Detail of Protected Soft Seat
torque shown in table 4. Then, tighten the remaining
flange nut until the packing flange is level and at a
90-degree angle to the valve stem.
For ENVIRO-SEAL or HIGH-SEAL live-loaded
packing, refer to the note at the beginning of
Packing Maintenance.
14. Mount the actuator on the valve assembly and
reconnect the actuator and valve stem according to
the procedure in the appropriate actuator instruction
manual.
Trim Maintenance
Except where indicated, key numbers in this section
are referenced in figure 16 for standard 1- through
6-inch constructions, figure 17 for Whisper Trim III
detail, figures 18 and 19 for WhisperFlo trim, and
figure 20 for Cavitrol III detail and the 8-inch Design
ET valve.
Disassembly
1. Remove the actuator and the bonnet according to
steps 1 through 6 of the Replacing Packing
procedure in the Maintenance section.
WARNING
Any damage to the gasket sealing
surfaces could cause the valve to leak.
The surface finish of the valve stem
(key 7) is critical for making a good
packing seal. The inside surface of the
cage or cage/baffle assembly (key 3),
or cage retainer (key 31), is critical for
smooth operation of the valve plug.
The seating surfaces of the valve plug
(key 2) and seat ring (key 9) are critical
for proper shutoff. Unless inspection
reveals otherwise, assume all these
parts are in good condition and
protect them accordingly.
2. Remove the packing flange nuts, packing flange,
upper wiper, and packing follower (keys 5, 3, 12, and
13 in figure 14). 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. Clean the packing box and the
metal packing parts.
3. Inspect the valve stem threads and packing box
surfaces for any sharp edges which might cut the
packing. Scratches or burrs could cause packing box
leakage or damage to the new packing. If the
surface condition cannot be improved by light
sanding, replace the damaged parts.
4. Remove the load ring (key 26) from an 8-inch
Design ET valve, or the cage adaptor (key 4) from
any restricted-trim valve through 4 inches, and wrap
it for protection.
5. On a 6-inch Design ET valve with Whisper Trim III
or WhisperFlo cage, also remove the bonnet spacer
(key 32) and bonnet gasket (key 10) on top of the
spacer. Then on any construction with a cage retainer
(key 31), remove the cage retainer and its associated
9
ET Valve
Instruction Manual
Form 5081
June 2002
gaskets. A Whisper Trim III and WhisperFlo cage
retainer has two 3/8-inch-16 NPT tappings in which
screws or bolts can be installed for lifting.
6. Remove the cage or cage/baffle assembly (key
3), the associated gaskets (keys 10, 11, and 12),
and shim (key 51). If the cage is stuck in the valve,
use a rubber mallet to strike the exposed portion of
the cage at several points around its circumference.
7. For constructions other than TSO (tight
shutoff) trim, remove the seat ring or liner (key 9) or
disk seat (key 22), seat ring gasket (key 13), and the
seat ring adaptor (key 5) and adaptor gasket (key
14) where used in a restricted-trim seat ring
construction. PTFE-seat constructions use a disk
(key 23) sandwiched between the disk seat and disk
retainer (key 21).
8. For TSO (tight shutoff) trim constructions,
perform the following steps (refer to figures 6 and 7):
Remove the retainer, backup ring,
anti-extrusion rings, and piston ring.
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.
With metal-seat constructions, lapping seating
surfaces of the valve plug and seat ring or liner (keys
2 and 9, figure 16, 17, or 20) can improve shutoff.
(Deep nicks should be machined out rather than
ground out.) Use a good quality lapping compound
of a mixture of 280 to 600-grit. Apply the compound
to the bottom of the valve plug.
Assemble the valve to the extent that the cage and
the cage retainer and bonnet spacer (if used) are in
place and the bonnet is bolted to the valve body. A
simple handle can be made from a piece of strap
iron locked to the valve plug stem with nuts. Rotate
the handle alternately in each direction to lap the
seats. After lapping, remove the bonnet and clean
the seat surfaces. Completely assemble as
described in the Assembly portion of the Trim
Maintenance procedure and test the valve for
shutoff. Repeat the lapping procedure if leakage is
still excessive.
Valve Plug Maintenance
Except where indicated, key numbers in this section
are referenced in figure 16 for standard 1- through
6-inch constructions, figure 17 for Whisper Trim III,
figures 18 and 19 for WhisperFlo trim, and figure 20
for Cavitrol III detail and the 8-inch Design ET valve.
CAUTION
Remove the protected soft seat seal.
Inspect the parts for damage and replace if
needed.
9. For all constructions, inspect parts for wear or
damage which would prevent proper operation of the
valve. Replace or repair trim parts according to the
following procedure for Lapping Metal Seats or other
valve plug maintenance procedures as appropriate.
Lapping Metal Seats
CAUTION
To avoid damaging the ENVIRO-SEAL
Bellows Seal Bonnet assembly, do not
attempt to lap the metal seating
surfaces. The design of the assembly
prevents rotation of the stem and any
forced lapping rotation will damage
internal components of the
ENVIRO-SEAL Bellows Seal bonnet.
To avoid the valve plug seal ring (key
28) not sealing properly, be careful not
to scratch the surfaces of the ring
groove in the valve plug or any of the
surfaces of the replacement ring.
1. With the valve plug (key 2) removed according to
the Disassembly portion of the Trim Maintenance
procedure, proceed as appropriate:
For the two-piece seal ring, The ring cannot be
reused because it is a closed ring which must be
pried and/or cut from the groove. Once the seal ring
is removed, the elastomeric backup ring (key 29),
which is also a closed ring, can be pried from the
groove.
To install a new two-piece seal ring, apply a general
purpose silicone-base lubricant to both the backup
ring and seal ring (keys 29 and 28). Place the
backup ring over the stem (key 7) and into the
groove. Place the seal ring over the top edge of the
valve plug (key 2) so that it enters the groove on one
side of the valve plug. Slowly and gently stretch the
seal ring and work it over the top edge of the valve
10
Instruction Manual
Form 5081
June 2002
VALVE
PLUG
SEAL
ET Valve
ring (key 27) by inserting one end in the groove and,
while turning the plug, press the ring into the groove.
Again, be careful not to scratch any surfaces of the
ring or plug.
To install the seal ring on a valve plug with 178 mm
(7-inch) or greater port diameter, lubricate it with a
general purpose silicone-base lubricant. Then gently
stretch the seal ring and work it over the top edge of
the valve plug. The PTFE material in the seal ring
must be permitted time to cold-flow during the
stretching procedure, so avoid jerking sharply on the
ring. Stretching the seal ring over the valve plug may
make it seem unduly loose when in the groove, but it
will contract to its original size after insertion into
the cage.
CAUTION
PROTECTED
A7096 / IL
Figure 7. Typical Balanced TSO Trim
SOFT SEAT
plug. The PTFE material in the seal ring must be
permitted time to cold-flow during the stretching
procedure, so avoid jerking sharply on this ring.
Stretching the seal ring over the valve plug may
make it seem unduly loose when in the groove, but it
will contract to its original size after insertion into the
cage.
For the spring-loaded seal ring, the ring used on a
valve plug having a 136.5 mm (5-3/8 inch) or less
port diameter may be removed undamaged by first
working the retaining ring (key 27) off with a
screwdriver. Then carefully slide the metal backup
ring (key 29) and seal ring (key 28) off the valve plug
(key 2). The spring-loaded seal ring used on a valve
plug having a 178 mm (7-inch) or greater port
diameter must be carefully pried and/or cut from its
groove. Therefore, it cannot be reused.
A spring-loaded seal ring must be installed so that its
open side faces toward the valve stem, or toward the
seat of the plug depending on flow direction, as
shown in view A of figure 16 or 20. To install a
spring-loaded seal ring on a valve plug with a 136.5
mm (5-3/8 inch) or less port diameter, slide the seal
ring (key 28) onto the valve plug followed by the
metal backup ring (key 29). Then install the retaining
Never reuse an old stem or adaptor
with a new valve plug. Using an old
stem or adaptor with a new plug
requires drilling a new pin hole in the
stem (or adaptor, in case an
ENVIRO-SEAL bellows seal bonnet is
being used). This drilling weakens the
stem or adaptor and may cause failure
in service. However, a used valve plug
may be reused with a new stem or
adaptor, except with Cavitrol III trim.
Note
The valve plug and valve plug stem for
2-stage Cavitrol III trim are a matched
set and must be ordered together. If
the 2-stage Cavitrol III valve plug or
valve plug stem is damaged, replace
the entire assembly (key 2, figure 20).
Note
For plain bonnets and style 1
extension bonnets, the valve plug (key
2), valve stem (key 7), and pin (key 8)
are available completely assembled.
Refer to the Key 2, 7, and 8 Valve Plug
and Stem Assembly tables in the Parts
List.
2. To replace the valve stem (key 7), drive out the
pin (key 8). Unscrew the valve plug from the stem or
adaptor.
11
ET Valve
VALVE STEM DIAMETER TORQUE, MINIMUM TO MAXIMUM HOLE SIZE
mm Inches
9.5
12.7
19.1
25.4
31.8
Table 5. Valve Stem Connection Assembly Torque and Pin Replacement
mm Inch
2.41 - 2.46
3.20 - 3.25
4.80 - 4.88
6.38 - 6.45
6.38 - 6.45
3/8
1/2
3/4
1
1-1/4
Nm Lbfft
40-47
81-115
237-339
420-481
827-908
175-250
310-355
610-670
25-35
60-85
Instruction Manual
Form 5081
June 2002
0.095 - 0.097
0.126 - 0.128
0.189 - 0.192
0.251 - 0.254
0.251 - 0.254
3. To replace the adaptor (key 24, figure 14) on
ENVIRO-SEAL bellows seal bonnets, place the plug
stem assembly and valve plug in a soft-jaw chuck or
other type of vise so that the jaws grip a portion of
the valve plug that is not a seating surface. Drive out
the pin (key 36, figure 14). Reverse the plug stem
assembly in the soft-jaw chuck or vise. Grip the flat
areas on the valve stem just below the threads for
the actuator/stem connection. Unscrew the valve
plug/adaptor assembly (key 24, figure 14) from the
valve stem assembly (key 20, figure 14).
4. Screw the new stem or adaptor into the valve
plug. Tighten to the torque value given in table 5.
Refer to table 5 to select the proper hole size. Drill
through the stem or adaptor, using the hole in the
valve plug as a guide. Remove any chips or burrs
and drive in a new pin to lock the assembly.
5. For ENVIRO-SEAL bellows seal bonnets, grip the
flats of the stem extending out of the top of the
bellows shroud with a soft-jaw chuck or other type of
vise. Screw the valve plug/adaptor assembly onto
the valve stem. Tighten as necessary to align the pin
hole in the stem with one of the holes in the adaptor.
Secure the adaptor to the stem with a new pin.
Assembly
Except where indicated, key numbers are referenced
in figure 16 for standard 1- through 6-inch
constructions, figure 17 for Whisper Trim III detail,
figures 18 and 19 for WhisperFlo detail, and figure
20 for Cavitrol III detail and the 8-inch Design ET
valve.
1. With a restricted-trim seat ring construction,
install the adaptor gasket (key 14) and seat ring
adaptor (key 5).
with respect to the valve body is acceptable. A
Whisper Trim III cage designated by level A3, B3, or
C3 may be installed with either end up. The level D3
cage/baffle assembly or Cavitrol III cage assembly,
however, must be installed with the hole pattern end
next to the seat ring. If a cage retainer (key 31) is to
be used, place it on top of the cage.
4. For constructions other than TSO (tight
shutoff) trim, slide the valve plug (key 2) and stem
assembly, or valve plug and ENVIRO-SEAL bellows
seal assembly, into the cage. Make sure the seal
ring (key 28) is evenly engaged in the entrance
chamfer at the top of the cage (key 3) or cage
retainer (key 31) to avoid damaging the ring.
5. For TSO (tight shutoff) trim constructions,
perform the following steps (refer to figures 6 and 7).
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).
2. Install the seat ring gasket (key 13), seat ring or
liner (key 9), or disk seat (key 22). With a PTFE-seat
construction, install the disk and disk retainer (keys
21 and 23).
3. Install the cage or cage/baffle assembly (key 3).
Any rotational orientation of the cage or assembly
12
Assemble the piston ring, anti-extrusion rings,
backup ring, and retainer.
6. For all constructions, place the gaskets (keys
12, 11 or 14 if used, and 10) and the shim (key 51)
on top of the cage or cage retainer. If there is a cage
adaptor (key 4) or a bonnet spacer (key 32), set it on
Instruction Manual
Form 5081
June 2002
ET Valve
the cage or cage retainer gaskets and place another
flat sheet gasket (key 10) on top of the adaptor or
spacer. If there is only a cage retainer, place another
flat sheet gasket on the retainer.
7. With an 8-inch Design ET valve, install the load
ring (key 26).
8. Mount the bonnet on the valve body and
complete assembly according to steps 10 through 14
of the Replacing Packing procedure. Be sure to
observe the note prior to step 10.
ENVIRO-SEAL Bellows Seal Bonnet
Replacing a Plain or Extension Bonnet
with an ENVIRO-SEAL Bellows Seal
Bonnet (Stem/Bellows Assembly)
1. Remove the actuator and bonnet according to
steps 1 through 5 of the Replacing Packing
procedure in the Maintenance section.
2. With care, remove the valve plug and stem
assembly from the valve body. If necessary, also lift
out the cage.
3. Remove and discard the existing bonnet gasket.
Cover the valve body opening to protect sealing
surfaces and to prevent foreign material from
entering the valve body cavity.
Note
The ENVIRO-SEAL stem/bellows
assembly for Design E valves is
available only with a threaded and
drilled plug/adaptor/stem connection.
The existing valve plug can be reused
with the new stem/bellows assembly
or a new plug can be installed.
4. Inspect the existing valve plug. If the plug is in
good condition, it can be reused with the new
ENVIRO-SEAL stem/bellows assembly. To remove
the existing valve plug from the stem, first, place the
existing plug stem assembly and valve plug in a
soft-jaw chuck or other type of vise so that the jaws
grip a portion of the valve plug that is not a seating
surface. Drive out or drill out the pin (key 8).
5. Reverse the plug stem assembly in the soft-jaw
chuck or vise. Grip the valve stem in an appropriate
place and unscrew the existing plug from the valve
stem.
Table 6. Recommended Torque for ENVIRO-SEAL Bellows
VALVE
SIZE,
SIZE,
INCHES
1 - 2 1/2 2 22 4 33
3 - 8 1 5 44 8 67
Seal Packing Flange Nuts
VALVE
STEM
DIAMETER
DIAMETER
THROUGH
PACKING
MINIMUM
Nm Lbfin Nm Lbfin
TORQUE
MAXIMUM
TORQUE
CAUTION
When installing a valve plug on the
ENVIRO-SEAL stem/bellows assembly,
the valve stem must not be rotated.
Damage to the bellows may result.
Do not grip the bellows shroud or
other parts of the stem/bellows
assembly. Grip only the flat areas on
the stem where it extends out of the
top of the bellows shroud.
Note
The ENVIRO-SEAL stem/bellows
assembly has a one-piece stem.
6. To attach the valve plug to the stem of the new
ENVIRO-SEAL stem/bellows assembly, first attach
the plug to the adaptor (key 24). Locate the adaptor.
Notice that a hole has not been drilled in the threads
where the plug screws onto the adaptor. Secure the
valve plug in a soft-jaw chuck or other type of vise.
Do not grip the plug on any seating surface. Position
the plug in the chuck or vise for easy threading of
the adaptor. Thread the adaptor into the valve plug
and tighten to the appropriate torque value.
7. Select the proper size of drill bit and drill through
the adaptor using the hole in the valve plug as a
guide. Remove any metal chips or burrs and drive in
a new pin to lock the plug/adaptor assembly
together.
8. Attach the plug/adaptor assembly to the
ENVIRO-SEAL stem/bellows assembly by first
securing the stem/bellows assembly in a soft-jaw
chuck or other type of vise so that the jaws of the
chuck or vise grip the flats of the stem extending out
of the top of the bellows shroud. Screw the valve
plug/adaptor assembly onto the valve stem. Tighten
as necessary to align the pin hole in the stem with
one of the holes in the adaptor. Secure the adaptor
to the stem with a new pin.
9. Inspect the seat ring (key 9) and soft seat parts
(keys 21, 22, and 23); replace, if necessary.
13
ET Valve
12B4182-A SHT
1
9.5 mm
(3/8 INCH)
STEM
FOR S31603 (316 SST)
PACKING BOX PARTS
THRUST
RING
(KEY 39)
SPRING
(KEY 8)
THRUST
RING
12B4185-A SHT 1 12B4182-A SHT 2
(KEY 39)
12.7 mm
(1/2 INCH)
STEM
SINGLE ARRANGEMENTS
BUSHING
(KEY 13)
BUSHING
(KEY 13)
SPACER
(KEY 8)
UPPER WIPER
(KEY 12)
BUSHING (KEY 13)
PACKING SET: (KEY 6)
FEMALE ADAPTOR
PACKING RING
MALE ADAPTOR
SPACER
(KEY 8)
SPACER
(KEY 8)
9.5 mm
(3/8 INCH)
STEM
FOR ALL PACKING BOX
MATERIALS EXCEPT S31603
UPPER WIPER
(KEY 12)
BUSHING (KEY 13)
PACKING SET: (KEY 6)
FEMALE ADAPTOR
PACKING RING
MALE ADAPTOR
Instruction Manual
Form 5081
June 2002
12B4185-A SHT 2
12.7 mm
(1/2 INCH)
STEM
THRUST
12B4183-A 18A0906-D 18A5338-A
9.5 mm
(3/8 INCH)
STEM
RING
(KEY 39)
12.7 mm
(1/2 INCH)
STEM FOR
2ĆINCH VALVES
A5863 / IL
DOUBLE ARRANGEMENTS
Figure 8. PTFE Packing Arrangements for Use in
ENVIRO-SEAL Bellows Seal Bonnets
10. Place a new gasket (key 10) into the valve body
in place of the bonnet gasket. Install the new
stem/bellows assembly with valve plug/adaptor by
placing it into the valve body on top of the new
bellows gasket.
11. Place a new gasket (key 22) over the
stem/bellows assembly. Place the new
ENVIRO-SEAL bonnet over the stem/bellows
assembly.
12. Properly lubricate the bonnet stud bolts. Install
and tighten the bonnet hex nuts to the proper torque.
SPACER
(KEY 8)
12.7 mm
(1/2 INCH)
STEM FOR
3Ć AND 4ĆINCH
VALVES
13. Install new packing and the metal packing box
parts according to the appropriate arrangement in
figure 8 or 9.
14. Install the packing flange. Properly lubricate the
packing flange stud bolts and the faces of the
packing flange nuts.
For graphite packing, tighten the packing flange
nuts to the maximum recommended torque shown in
table 6. Then, loosen the packing flange nuts, and
retighten them to the recommended minimum torque
shown in table 6.
For other packing types, tighten the packing flange
nuts alternately in small equal increments until one
of the nuts reaches the minimum recommended
14
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