Fisher EZ Instruction manual

Instruction Manual

D100401X012

Fisher™ EZ easy‐e™ Control Valve

EZ Valve

February 2020

Contents

Introduction 1.................................

Scope of Manual 1.............................

Description 1.................................

Specifications 2...............................

Educational Services 2.........................

Installation 2..................................

Maintenance 4.................................

Packing Lubrication 6..........................

Packing Maintenance 6.........................

Replacing Packing 9........................

Trim Maintenance 12..........................

Disassembly 12............................

Lapping Metal Seats on Valves with Plain

and Extension Bonnets 15................

Assembly 15..............................

ENVIRO‐SEALt Bellows Seal and Bonnet 20.......

Replacing a Plain or Extension Bonnet

with an ENVIRO‐SEAL Bellows Seal

(Stem/Bellows Assembly) and Bonnet 20....

Replacing an Installed ENVIRO‐SEAL

Bellows Seal (Stem/Bellows Assembly) 22...

Purging the ENVIRO‐SEAL

Bellows Seal Bonnet 24...................

Parts Ordering 24...............................

Parts Kits 24...................................

Parts List 27...................................

Figure 1. Fisher EZ Valve with 657 Actuator and
DVC6000 Digital Valve Controller

W8120A‐1

Introduction

Scope of Manual

This instruction manual includes installation, maintenance, and parts information for NPS 1/2 through 4 Fisher EZ
valves through CL600 ratings. Refer to separate manuals for instructions covering the actuator and accessories.

Do not install, operate, or maintain an EZ valve without being fully trained and qualified in valve, actuator, and
accessory installation, operation, and maintenance. To avoid personal injury or property damage, it is important to
carefully read, understand, and follow all the contents of this manual, including all safety cautions and warnings. If you
have any questions about these instructions, contact your Emerson sales office

Description

EZ valves (figure 1) are globe‐style with integral end connections, post guiding, and quick‐change trim. These valves
are used in chemical or hydrocarbon processing applications or in applications that require control of nonlubricating,
viscous, or other hard‐to‐handle fluids.

www.Fisher.com

before proceeding.

EZ Valve

February 2020

Table 1. Specifications

Instruction Manual

D100401X012

End Connection Styles

Cast Iron Valves

Flanged: CL125 flat‐face or 250 raised‐face flanges per
ASME B16.1

Steel and Stainless Steel Valves

Flanged: CL150, 300, and 600 raised‐face or ring‐type
joint flanges per ASME B16.5
Screwed or Socket Welding: Consistent with ASME
B16.11
Buttwelding: All available ASME B16.25 schedules that
are consistent with ASME B16.34

Maximum Inlet Pressure

Cast Iron Valves

Flanged: Consistent with CL125B or 250B per ASME
B16.1

Steel and Stainless Steel Valves

Flanged: Consistent with CL150, 300, or 600 per ASME
B16.34
Screwed or Welding: Consistent with CL600 per ASME
B16.34

1. The pressure/temperature limits in this manual and any applicable standard or code limitation for valve should not be exceeded.

(1)

Shutoff Classifications per ANSI/FCI 70‐2
and IEC 60534‐4

Metal Seats: Class IV is standard, Class V is optional
PTFE Composition Seats: Class VI

Flow Characteristics

J Equal percentage, J quick opening, and J linear

Flow Direction

Up through the seat ring

Approximate Weights

NPS 1/2 and 3/4 Valves: 9.1 kg (20 pounds)
NPS 1 Valve: 11 kg (25 pounds)
NPS 1‐1/2 Valve: 18 kg (40 pounds)
NPS 2 Valve: 36 kg (80 pounds)
NPS 3 Valve: 54 kg (120 pounds)
NPS 4 Valve: 75 kg (165 pounds)

Specifications

Typical specifications for these valves are shown in table 1.

Educational Services

For information on available courses for the Fisher EZ valve, as well as a variety of other products, contact:

Emerson Automation Solutions
Educational Services - Registration
Phone: [phone] or 1-800-338-8158
E-mail: [e-mail]
emerson.com/fishervalvetraining

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 overpressure protection as required by government or accepted industry codes and good
engineering practices.

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Check with your process or safety engineer for any additional measures that must be taken to protect against process
media.

If installing into an existing application, also refer to the WARNING at the beginning of the Maintenance section in this
instruction manual.

EZ Valve

February 2020

Figure 2. Optional Packing Lubricator and Lubricator/Isolating Valve

LUBRICATOR

10A9421‐A
AJ5428‐D
A0832‐2

LUBRICATOR/ISOLATING VALVE

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 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 Emerson Automation Solutions sales office.

1. Before installing the valve, inspect it and any associated equipment for damage and any foreign material. Make

certain the valve 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.

2. The control valve assembly may be installed in any orientation unless limited by seismic criteria. However, the

normal method is with the actuator vertical above the valve. Other positions may result in uneven valve plug and
seat ring retainer 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 Emerson sales office

.

3. Use accepted piping and welding practices when installing the valve in the line. Internal elastomeric parts may stay

in place during the welding procedure. For flanged valves, use a suitable gasket between the valve body flange and
pipeline flanges.

CAUTION

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. Shrunk‐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 Emerson sales office
for additional information.

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4. With a leak‐off bonnet construction, remove the pipe plugs (key 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.

5. If the actuator and valve are shipped separately, refer to the actuator mounting procedure in the appropriate

actuator instruction manual.

WARNING

Personal injury could result from packing leakage. Valve packing was tightened before 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 Heavy‐Duty live‐loaded packing will not require this initial
re‐adjustment. See the Fisher instruction manuals titled ENVIRO‐SEAL Packing System for Sliding‐Stem Valves or
Heavy‐Duty 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 sub‐section near the end
of this manual.

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 maintenance, trim maintenance, and ENVIRO‐SEAL bellows seal 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:

D Do not remove the actuator from the valve while the valve is still pressurized.
D Always wear protective gloves, clothing, and eyewear when performing any maintenance operations to avoid personal

injury.

D Disconnect any operating lines providing air pressure, electric power, or a control signal to the actuator. Be sure the

actuator cannot suddenly open or close the valve.

D Use bypass valves or completely shut off the process to isolate the valve from process pressure. Relieve process pressure

from both sides of the valve. Drain the process media from both sides of the valve.

D Vent the pneumatic actuator loading pressure and relieve any actuator spring precompression.
D Use lock‐out procedures to be sure that the above measures stay in effect while you work on the equipment.
D The valve packing box may contain process fluids that are pressurized, even when the valve has been removed from the

pipeline. Process fluids may spray out under pressure when removing the packing hardware or packing rings, or when
loosening the packing box pipe plug.

D Check with your process or safety engineer for any additional measures that must be taken to protect against process

media.

Note

Whenever a gasket seal is disturbed by removing or shifting gasketed parts, a new gasket should be installed upon reassembly.
This is necessary to ensure a good gasket seal since the used gasket may not seal properly.

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EZ Valve

February 2020

Note

If the valve has ENVIRO‐SEAL or HIGH‐SEAL live‐loaded packing installed, refer to instruction manuals ENVIRO‐SEAL Packing
System for Sliding Stem Valves, D101642X012

, or HIGH‐SEAL Live Loaded Packing System, D101453X012, for packing

instructions. Figure 6 shows a typical HIGH‐SEAL packing system. Figures 7 and 8 show typical ENVIRO‐SEAL systems.

Figure 3. PTFE V‐Ring Packing Arrangements for Plain and Extension Bonnets

UPPER WIPER
(KEY 12)

PACKING
FOLLOWER
(KEY 13)

WASHER
(KEY 10)

SPRING
(KEY 8)

PACKING BOX
RING (KEY 11)

METAL PACKING BOX PARTS

PART OF PACKING SET
(KEY 6) (SEE PARTS LIST)

12A37837-A
B1429-5*

FOR 316 SST

FEMALE
ADAPTOR

PACKING RING

MALE
ADAPTOR

LOWER WIPER

SINGLE ARRANGEMENTS

FEMALE
ADAPTOR

PACKING RING

MALE
ADAPTOR

LOWER
WIPER

FOR N04400/N05500

PACKING BOX PART MATERIALS

UPPER WIPER
(KEY 12)

PACKING
FOLLOWER
(KEY 13)

SPACER (KEY 8)

PACKING BOX
RING (KEY 11)

UPPER WIPER
(KEY 12)

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)

ASSEMBLY 2
(VACUUM)

9.5 mm (3/8 INCH) STEM 12.7 mm (1/2 INCH) STEM 19.1 mm (3/4 INCH) STEM

B1428‐5*

DOUBLE ARRANGEMENTS

ASSEMBLY 3
(POSITIVE
PRESSURES &
VACUUM)

PACKING FOLLOWER
(KEY 13)

MALE ADAPTOR
(KEY 31)

PACKING RING

(KEY 7)
FEMALE ADAPTOR
(KEY 32)

LANTERN RING
(KEY 8)

PACKING BOX
RING (KEY 11)

LOWER WIPER
(KEY 30)

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Packing Lubrication

Note

ENVIRO‐SEAL or HIGH‐SEAL packing does not require lubrication.

If an optional lubricator or lubricator/isolating valve (figure 2) is provided for PTFE/composition or other packings that
require lubrication, it will be installed in an optional tapped hole in the bonnet. Use a good quality silicon‐base
lubricant. Packing used in oxygen service or in processes with temperatures over 260_C (500_F) should not be
lubricated. To operate the lubricator, simply turn the cap screw clockwise to force the lubricant into the packing box.
The lubricator/isolating valve must first be opened and then closed after lubrication is completed.

Figure 4. PTFE/Composition Packing Arrangements for Plain and Extension Bonnets

UPPER WIPER
(KEY 12)

PACKING FOLLOWER
(KEY 13)

PACKING RING
(KEY 7)

LANTERN RING
(KEY 8)

PACKING BOX
RING (KEY 11)

12A8188-A 12A7815-A

9.5 mm (3/8 INCH) STEM 12.7 mm (1/2 INCH) STEM 19.1 mm (3/4 INCH) STEM

B0968‐1*

PTFE/COMPOSITION PACKING

12A8173-A

Packing Maintenance

This section covers PTFE V‐ring, PTFE/composition, and graphite/ribbon packing as used in plain and extension
bonnets. Unless otherwise indicated, key numbers refer to figure 3 for PTFE V‐ring packing, figure 4 for
PTFE/composition packing, and figure 5 for graphite ribbon/filament packing.

For spring‐loaded single PTFE V‐ring packing, the spring (key 8, figure 3) maintains a sealing force on the packing. If
leakage is noted around the packing follower (key 13, figure 3), 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 11),
until the shoulder is against the bonnet. If leakage cannot be stopped in this manner, proceed to the Replacing
Packing procedure.

If there is unacceptable packing leakage with other than spring‐loaded packing, first try to limit the leakage and
establish a stem seal by tightening the packing flange nuts.

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EZ Valve

February 2020

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 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.

An illustration of a HIGH‐SEAL live‐loaded packing system is shown in figure 6. Illustrations of ENVIRO‐SEAL live‐loaded
packing systems are shown in figures 7, 8, and 9.

Figure 5. Graphite Ribbon/Filament Packing Arrangements for Plain and Extension Bonnets

PACKING FOLLOWER
(KEY 13)

GRAPHITE RIBBON
PACKING RING (KEY 7)

GRAPHITE FILAMENT
PACKING RING (KEY 7)

LANTERN RING (KEY 8)

PACKING BOX
RING (KEY 11)

A5514‐2

9.5 mm

(3/8 INCH)

STEM

A5513-2/IL

9.5 mm

(3/8 INCH)

STEM

NOTE:

0.102 mm (0.004 INCH) THICK SACRIFICIAL ZINC WASHERS:

1

USE ONLY ONE BELOW EACH GRAPHITE RIBBON RING.

12.7 mm

(1/2 INCH)

STEM

SINGLE ARRANGEMENTS

12.7 mm

(1/2 INCH)

STEM

DOUBLE ARRANGEMENTS

19.1 mm

(3/4 INCH)

STEM

19.1 mm

(3/4 INCH)

STEM

PACKING FOLLOWER
(KEY 13)

GRAPHITE RIBBON
PACKING RING (KEY 7)

GRAPHITE FILAMENT
PACKING RING (KEY 7)

LANTERN RING (KEY 8)

PACKING BOX
RING (KEY 11)

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EZ Valve

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3)

(2)

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Table 2. Body‐to‐Bonnet Torque Guidelines

VALVE SIZE, NPS TORQUES

EZ

SA193‐B7 SA193‐B8M

NSm LbfSft NSm LbfSft

1 or smaller 129 95 64 47

1‐1/2 or 2 96 71 45 33

3 169 125 88 65

4 271 200 156 115

1. Determined from laboratory tests.

2. SA193‐B8M annealed.

3. For other materials, contact your Emerson sales office

for torques.

Figure 6. Typical HIGH‐SEAL Graphite ULF
Packing System

,

Bolt Material

Figure 7. Typical ENVIRO‐SEAL Packing System with
PTFE Packing

HEX NUT
(KEY 212)

PACKING
FLANGE
(KEY 201)

ANTI­EXTRUSION
WASHERS

1

STUD
(KEY 200)

SPRING
PACK
ASSEMBLY
(KEY 217)

LANTERN
RINGS
(KEY 216)

39B4153‐A

1. Find number 219 not required with 3/8‐inch stem

PACKING
SET
(KEY 215)

LOWER WIPER
(KEY 218)

A6297

Note:
For PTFE packing, tighten the packing box hex nuts until the top of the flange is even

1

with the top of the sleeve on the follower (spring pack assembly).

PACKING
BOX RING
(KEY 211)

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EZ Valve

February 2020

Figure 8. Typical ENVIRO‐SEAL Packing System with
Graphite ULF Packing

STUD
(KEY 200)

HEX NUT
(KEY 212)

PACKING
FLANGE
(KEY 201)

PACKING
RING
(KEY 209)

PACKING
RING
(KEY 210)

PACKING
BOX RING
(KEY 211)

39B4612/A

SPRING

ASSEMBLY

(KEY 217)

BUSHING
(KEY 207)

PACKING

WASHERS

(KEY 214)

BUSHING
(KEY 208)

PACK

GUIDE

GUIDE

Figure 9. Typical ENVIRO‐SEAL Packing System with
Duplex Packing

200

212

201

215

216

207

209
211

24B9310
A6722/IL

213

217

207

207

214

207

Replacing Packing

WARNING

Observe the warning at the start of the Maintenance section.

This section covers replacing packing used in plain and extension bonnets. PTFE V‐ring packing is shown in figure 3,
PTFE/composition packing is shown in figure 4, and graphite/ribbon packing is shown in figure 5.

1. 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, 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 and then remove the actuator from the valve by unscrewing the yoke locknut (key 15, figure 11).

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.
If the seat ring retainer sticks to the bonnet, proceed carefully with bonnet removal.

Note

The following step also provides additional assurance that the valve body fluid pressure has been relieved.

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3. Hex nuts (key 16, figure 11) attach the bonnet to the valve. 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 body. Work the prying tool around the bonnet until the bonnet loosens.

4. Loosen the packing flange nuts (key 5, figure 11) so that the packing is not tight on the valve stem. Remove any
travel indicator parts and stem locknuts from the valve stem threads.

CAUTION

Avoid damaging the seating surface caused by the valve plug and stem assembly dropping from the bonnet after being
lifted part way out. When lifting the bonnet, temporarily install a valve stem locknut on the valve stem. This locknut will
prevent the valve plug and stem assembly from dropping out of the bonnet.

5. Completely remove the cap screws (not shown) or hex nuts (key 16, figure 12) that bolt the bonnet and valve body
together and carefully lift the bonnet off.

6. 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.

7. Remove the bonnet gasket (key 10, figure 12) and cover the opening in the valve to protect the gasket surface and
to prevent foreign material from getting into the valve body cavity.

8. Remove the packing flange nuts, packing flange, upper wiper, and packing follower (keys 5, 3, 12, and 13, figure

11). 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.

9. Inspect the valve stem threads and the 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.

10. Remove the covering protecting the valve cavity and install a new bonnet gasket (key 10, figure 12), 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 12), or onto the valve cavity if cap screws (not shown) are used instead.

Note

Proper performance of the tightening procedures in step 11 compresses the spiral wound gasket (key 12, figure 12) enough to
both load and seal the seat ring gasket (key 13, figure 12). The tightening procedures also compresses the outer edge of the
bonnet gasket (key 10, figure 12) enough to seal the body‐to‐bonnet joint.

The accepted bolting procedures referred to in step 11 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. Because of the boltup characteristics of spiral
wound gaskets, tightening one cap screw or nut may loosen an adjacent 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.

Note

Stud(s) and nut(s) should be installed such that the manufacturer's trademark and material grade marking is visible, allowing easy
comparison to the materials selected and documented in the Emerson/Fisher serial card provided with this product.

WARNING

Personal injury or damage to equipment could occur if improper stud and nut materials or parts are used. Do not operate or
assemble this product with stud(s) and nut(s) that are not approved by Emerson/Fisher engineering and/or listed on the

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serial card provided with this product. Use of unapproved materials and parts could lead to stresses exceeding the design
or code limits intended for this particular service. Install studs with the material grade and manufacturer's identification
mark visible. Contact your Emerson representative immediately if a discrepancy between actual parts and approved parts
is suspected.

EZ Valve

February 2020

11. Install bolting, using accepted bolting procedures during tightening so that the body‐to‐bonnet joint can withstand
test pressures and application service conditions. The bolt torques in table 2 may be used as guidelines unless
accepted bolting procedures dictate otherwise.

12. Install new packing and the metal packing box parts according to the appropriate arrangement in figure 3, 4, or 5. If
split‐ring packing is being added, alternate the position of the splits to avoid a leak path. Place a smooth‐edged pipe
over the valve stem and gently tap each soft packing part into the packing box, being sure that air is not trapped
between adjacent soft parts.

Installation of graphite ribbon packing requires special care to avoid trapping air between the rings. Start with only
one ring at a time without forcing the top of the packing ring below the bottom of the entrance chamfer of the
packing box. Thus, when a ring is added, the stack should not be pushed into the cavity more than the thickness of
the added ring.

13. Slide the packing follower, upper wiper, and packing flange (keys 13, 12, and 3, figure 11) into position. Lubricate
the packing flange studs (key 4, figure 11) and the faces of the packing flange nuts (key 5, figure 11). Install the
packing flange nuts.

Note

The torque values discussed in step 14 and shown in table 3 are recommended guidelines only and are presented as a starting
point for this procedure. Tightening the packing flange nuts to a torque value that exceeds the table guidelines, in order to obtain
a seal, may indicate other problems.

14. For spring‐loaded PTFE V‐ring packing, tighten the packing flange nuts until the shoulder on the packing follower
(key 13, figure 11) contacts the bonnet.

For graphite packing, tighten the packing flange nuts to the maximum recommended torque shown in table 3.
Then, loosen the packing flange nuts, and retighten them to the recommended minimum torque shown in table 3.

For other packing types, tighten the packing flange nuts alternately in small equal increments until one of the nuts
reaches the minimum recommended torque shown in table 3. Then, tighten the remaining flange nuts 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 the Maintenance section
on page 5 of this manual.

15. Mount the actuator on the valve body and reconnect the actuator and valve stem according to the procedure in the
appropriate actuator instruction manual.

11