Fisher Trim Cartridge for Fisher ET and EZ easy-e Control Valves Manuals & Guides

Instruction Manual

D104358X012

Trim Cartridge for Fisher™ ET and EZ

™

easy‐e

Control Valves

easy-e Trim Cartridge

October 2021

Contents

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

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

Description 2.................................

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

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

Installation 3..................................

Maintenance 6.................................

Packing Replacement 6........................

Tightening Procedures 7.......................

Other Considerations 7........................

Parts Ordering 9................................

Parts Kits 9....................................

Parts List 10...................................

Figure 1. Fisher ET Control Valve with Trim Cartridge
and 667 Actuator

Introduction

Scope of Manual

This instruction manual includes installation, maintenance, and parts information for NPS 1 through 4 Fisher ET and EZ
valves with Trim Cartridge. Refer to separate manuals for instructions covering the actuator and accessories.

Do not install, operate, or maintain an ET or 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

www.Fisher.com

before proceeding.

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Table 1. Specifications

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Maximum Inlet Pressure

(1,2)

Cast Iron Valves

Flanged: Consistent with CL125B or 250B

Flow Direction

ET Linear or Equal Percentage Cage: Normally down
EZ Linear or Equal Percentage Cage: Normally up

pressure‐temperature ratings per ASME B16.1

Steel and Stainless Steel Valves

Flanged: Consistent with CL150, 300, or 600

(3)

Approximate Weights

pressure‐temperature ratings per ASME B16.34
Screwed or Welding: Consistent with CL600
pressure‐temperature ratings per ASME B16.34

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

J Class IV, standard J Class V, optional

VALVE

SIZE, NPS

1

1‐1/2

2
3
4

TRIM CARTRDIGE

WEIGHT

kg lb kg lb

7

8
10
15
21

14
16
22
32
46

VALVE ASSEMBLY

WEIGHT

14
20
30
54
77

30
45

67
125
170

Flow Characteristics

J Equal percentage J Linear

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

2. Trim Cartridge contains a pressure retaining bonnet. Ensure Trim Cartridge is suitable for the application's required pressure class rating.

3. Certain bonnet bolting material selections may require a CL600 easy-e valve assembly to be derated. Contact your Emerson sales office

.

Description

Trim Cartridge is a complete control valve repair solution that incorporates a full trim recommended spare parts list
(RSPPL) replacement plus a new bonnet in a single, factory assembled repair cartridge. Trim Cartridge has the same fit
and function of traditional easy-e trim, making it backwards compatible into existing easy-e constructions. In addition
to being pre-assembled, each Trim Cartridge is tested to ensure CL V shutoff capability and has the live loaded
ENVIRO-SEAL™ packing set, allowing for a simplified installation that reduces trim repair time and complexity.

Specifications

Typical specifications for these valves are shown in table 1.

Educational Services

For information on available courses for the Fisher ET and 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

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October 2021

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.

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

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

CAUTION

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 sales office

Before installing the valve, inspect the valve and pipelines for any damage and any foreign material which may cause
product damage.

.

1. Isolate the control valve from the pipeline pressure.

2. Release pressure and drain process media from both sides of the control valve.

3. 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 the working on the
equipment.

4. Disconnect the operating lines from the actuator and any leak‐off piping from the bonnet.

5. Disconnect the stem connector and remove the actuator from the valve by unscrewing the yoke locknut. Remove
any travel indicator parts and stem locknuts from the valve stem threads.

WARNING

To avoid personal injury due to leaking fluid, avoid damaging gasket sealing surfaces on the valve body, bonnet, and cage.
The surface finish of the valve stem is critical for making a good packing seal. Unless inspection reveals otherwise, assume
all these parts are in good condition and protect them accordingly.

6. Loosen the body/bonnet nuts (figure 2, key 2) approximately 3 mm (1/8 inch). Then loosen the body‐to‐bonnet
gasket 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 completely (see figure 6, key 2).

7. Remove the bonnet and all trim components.

8. Remove and discard the cage gasket (key 4) and the bonnet gasket (key 3).

9. Clean and inspect the cage and bonnet gasket surfaces.

10. Install a new cage gasket (key 4) and a new bonnet gasket (key 3) into the valve body.

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11. Install the new Trim Cartridge (key 1) into the valve body.

Note

Trim Cartridge is a single use repair solution. Once the spiral wound gasket has been compressed during installation, it may not
provide the proper seat load if the Trim Cartridge is removed and reinstalled.

12. Apply lithium-based lubricant to body-to-bonnet bolting, install bolting, and tighten in a criss-cross pattern using
the torque guidelines in table 2.

Note

The proper bolting procedures include‐‐but are not limited to‐‐ensuring that bolting threads are undamaged and lubricated, and
evenly tightening the cap screws, or the nuts onto the studs, in a criss-cross pattern. 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.

Proper performance of the bolting procedures compresses the spiral wound gasket enough to both load and seal the cage gasket
(key 4). It also compresses the bonnet gasket (key 3) enough to seal the body‐to‐bonnet joint.

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Figure 2. Fisher ET Valve with Trim Cartridge Assembly

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October 2021

Table 2. Body‐to‐Bonnet Torque Guidelines using Lithium-based Lubricant

TORQUES

VALVE SIZE, NPS

NSm LbfSft NSm LbfSft

1 129 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 lubricants, bolting materials, or coated bolting, contact your Emerson sales office

SA193‐B7 SA193‐B8M

for torques.

Bolt Material

(3)

(1,3)

(2)

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.

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Maintenance

Inspection and maintenance frequency depends on the severity of service conditions. When the Trim Cartridge is
installed, the spiral wound gasket (which is not repairable) is compressed in order to load and seal the cage gasket
(figure 2, key 4). If the Trim Cartridge is removed and reinstalled, the spiral wound gasket may not provide sufficient
load after initial compression. Therefore, it is not recommended to remove and reinstall Trim Cartridge after initial
installation. Valve packing can be serviced as it does not require decompression of the spiral wound gasket. This
section includes instructions for packing maintenance in the Trim Cartridge.

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.

CAUTION

Follow instructions carefully to avoid damaging the product surfaces, which could result in damage to the product

Packing Replacement

ENVIRO-SEAL packing systems are designed for quality performance over extended periods. This longevity allows for
packing maintenance to be performed at regularly scheduled plant outages or turnarounds.

Use the following instructions when inspecting or replacing ENVIRO SEAL packing. Additional information can be
found in the ENVIRO-SEAL Sliding-Stem Valves Instruction Manual (D101642X012

If changing the packing system material to a different material, such as PTFE to Graphite ULF, it is good practice to
review the actuator sizing, as packing friction will change.

CAUTION

To prevent product damage caused by scratching or damaging the packing box wall, take care when removing the old
packing parts from the packing box.

)

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Instruction Manual

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1. Isolate the control valve from the line pressure.

2. Release pressure and drain process media from both sides of the control valve.

3. 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 working on the
equipment.

4. Disconnect the operating lines from the actuator and any leak‐off piping from the bonnet.

5. Disconnect the stem connector and then remove the actuator from the valve by unscrewing the yoke locknut.

6. Remove any travel indicator parts and stem locknuts from the valve stem threads.

7. Remove the packing nut (figure 3, 4, or 5, key 3) from bonnet.

8. Remove packing parts from bore using a packing extraction tool and check for damage to valve stem or packing
box bore.

9. Install the ENVIRO-SEAL packing parts into the packing box. Use figure 3, 4, or 5 to ensure the packing parts and
spring pack are assembled in correct order.

10. Install the spring pack assembly with the attached springs, onto the stem, ensuring the Belleville springs are
stacked properly and packing box parts are assembled in the correct order (figures 3, 4, or 5). Packing parts cannot
function properly if the Belleville springs or other packing parts are not stacked correctly.

11. Lubricate the packing nut (figure 3, 4, or 5, key 3) with anti-seize lubricant and install hand tight.

easy-e Trim Cartridge

October 2021

Tightening Procedures - Packing Nut

1. To achieve maximum benefit from the ENVIRO-SEAL packing system, the packing nut must compress the Belleville
springs to their “target load.” The target load is the point where the Belleville springs are designed for optimum
performance, when compressed to 85% of their maximum deflection, or nearly flat. (Maximum deflection is when
the springs are 100% compressed, or completely flat). To obtain the target load of 85% compression of maximum
deflection, perform the following:

D Tighten the packing nut until the Belleville springs are compressed 100% (or completely flat), as detected by a rapid

increase in nut torque.

D For PTFE or Duplex packing, loosen packing flange nut 1/2 turn (180_ of rotation).

D For Graphite ULF packing, loosen packing flange nut 1/4 turn (90_ of rotation).

The “target load” of 85% compression has now been reached.

Refer to the appropriate valve and actuator instruction manuals when connecting the valve to the actuator. Under
normal conditions, the packing nut should not require retightening.

2. However, when servicing, if the springs do not remain at the target load of 85% compression, retighten the packing
box nut according to step 1 above.

Other Considerations

When repacking a valve with ENVIRO-SEAL packing that has been in service, check the condition of the packing bore
after the packing has been removed. A good guideline to use in checking the condition of the packing bore is the
20/20 rule. If less than 20% of the surface area of the bore is pitted and if there are no pits deeper than 0.020 inch, then
the packing should work as designed. This does not need to be an exact measurement; visual inspection is adequate. If
the packing bore does not meet these criteria, the unit should be replaced.

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Figure 3. ENVIRO-SEAL PTFE Packing Arrangement

GH10958

Figure 5. ENVIRO‐SEAL Graphite ULF
Packing Arrangement

GH10958

Figure 4. ENVIRO‐SEAL Duplex Packing Arrangement

GH10958

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Parts Ordering

Each body‐bonnet assembly is assigned a serial number which can be found on the valve. This same number also
appears on the actuator nameplate when the valve is shipped from the factory as part of a control valve assembly. In
addition, each Trim Cartridge is assigned a part serial number which can be found on the Trim Cartridge bonnet. Refer
to either the body-bonnet serial number or Trim Cartridge part serial number when contacting your Emerson sales

office for technical assistance. When ordering replacement parts, refer to the serial number or part serial number and

to the eleven‐character part number for each part required from the following parts kit information.

WARNING

Use only genuine Fisher replacement parts. Components that are not supplied by Emerson should not, under any
circumstances, be used in any Fisher valve, because they may void your warranty, might adversely affect the performance
of the valve, and could cause personal injury and property damage.

Parts Kits

ENVIRO-SEAL Packing Repair Kits

Repair kits include parts to replace the “soft” packing materials in valves that already have ENVIRO‐SEAL packing
arrangements installed or in valves that have been upgraded with ENVIRO‐SEAL retrofit kits. Refer to figure 3 for key
numbers for PTFE packing, to figure 4 for key numbers for Graphite ULF packing, and to figure 5 for key numbers for
duplex packing. PTFE repair kits include keys 13, 15, 16, 17, and 18. Graphite ULF repair kits include keys 22, 24, 25,
26, and 27. Duplex repair kits include keys 16, 17, 18, 22, 24, and 25.

Stems and packing box constructions that do not meet Emerson stem finish specifications, dimensional tolerances,
and design specifications, may adversely alter the performance of this packing kit.

Packing Kits (ENVIRO‐SEAL) Repair

STEM DIAMETER, mm (INCH)

YOKE BOSS DIAMETER, mm (INCH)

PACKING MATERIAL

Double PTFE (Contains keys 13, 15, 16, 17, and 18) RPACKX00192 RPACKX00202

Graphite ULF (Contains keys 22, 24, 25, 26, and 27) RPACKX00592 RPACKX00602

Duplex (Contains keys 16, 17, 18, 22, 24, and 25) RPACKX00292 RPACKX00302

9.5 (3/8)

54 (2‐1/8)

Part Number

12.7 (1/2)

71 (2‐13/16)

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Parts List

Note

Contact your Emerson sales office

Trim Cartridge Assembly
(Figure 2)

Key Description

1 Bonnet
  2 Body/Bonnet Nut
  3 Bonnet Gasket
  4 Cage Gasket
  5 Valve Body

for part numbers.

ENVIRO-SEAL Packing Assembly
(Figures 3, 4, and 5)

Key Description

3 Packing Nut
 13 Packing Lower Wiper
 14 Packing Box Ring
 15 Anti-Extrusion Washer
 16 Packing Ring, Male Adaptor
 17 Packing Ring
 18 Packing Ring, Female Adaptor
 19 Lantern Ring
 20 Belleville Spring
 21 Packing Follower
 22 Guide Bushing
 23 Lantern Ring
 24 Packing Ring
 25 Packing Washer
 26 Packing Ring
 27 Guide Bushing
 28 Packing Box Ring

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Neither Emerson, Emerson Automation Solutions, nor any of their affiliated entities assumes responsibility for the selection, use or maintenance
of any product. Responsibility for proper selection, use, and maintenance of any product remains solely with the purchaser and end user.

Fisher, easy-e, and ENVIRO-SEAL are marks owned by one of the companies in the Emerson Automation Solutions business unit of Emerson Electric Co.
Emerson Automation Solutions, Emerson, and the Emerson logo are trademarks and service marks of Emerson Electric Co. All other marks are the property
of their respective owners.

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. All sales are
governed by our terms and conditions, which are available upon request. We reserve the right to modify or improve the designs or specifications of such
products at any time without notice.

Emerson Automation Solutions

Marshalltown, Iowa 50158 USA
Sorocaba, 18087 Brazil
Cernay 68700 France
Dubai, United Arab Emirates
Singapore 128461 Singapore

www.Fisher.com

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E 2021 Fisher Controls International LLC. All rights reserved.