CAUTION: Only qualified personnel should undertake the procedures outlined in this document.
NIBCO INC., its agents, representatives and employees assumes no liability for the use of these
procedures. These procedures are offered as suggestions only.
NIBCO butterfly valves are individually boxed thru the 12" size. The 14" through 60"
butterfly valves are shipped individually with the faces covered using cardboard or
plywood to protect the flange sealing surfaces.
The disc is shipped in the nearly closed position to protect the sealing edge and
prevents the liner from taking a temporary set. The stem bushings and disc edge have
been coated with a factory-applied lubricant to prolong storage and service life.
Valves may be shipped or stored in any position. Storage should be limited to 10 years
indoors with a temperature range of 40º F to 90º F.
II. BUTTERFLY VALVE INSTALLATION GUIDELINES
NIBCO butterfly valves are bi-directional and may be installed with flow in either
direction.
Flanged, lug and wafer style valves are designed and suitable for installation between
ANSI Class 125 and/or 150 flanges. Cast iron flat-face, steel raised-face, both slip-on
and weld-neck, and bronze or plastic flanges may be used (See Table 1 below).
Generally raised-face flanges should not be used with cast iron lug style valves (NIBCO
N2002 and LC2000 series valves). Because of the unique seat design, NIBCO (2” – 48”)
butterfly valves do not require the use of flange gaskets and can be used for dead end
service without a downstream flange. Grooved style valves connect to metallic pipe of
IPS per AWWA C606.
The valve can be installed in any horizontal or vertical position. If a choice of stem
positions exists, the valve should be installed with the stem in the horizontal position; this
will minimize seat wear by distributing the stem and disc weight evenly. Also, if the
media is abrasive, the horizontal stem position is highly preferred.
These valves have been designed so that the disc, in the open position, will clear the
inside diameter of the schedule 40 and 80 steel pipe. Care should be taken when
installing a butterfly valve adjacent to lined pipe, as-cast fittings, or schedule 80 plastic
pipe. In some cases the disc in the opened position will interfere with the adjacent
component.
Butterfly valves should be installed a minimum of six (6) pipe diameters from other line
components. This is not always practical but it is important to design in as much distance
as possible. Interference may occur when valves are installed directly to the outlet flange
of a swing check, silent check, or reducing flange. Check valve and butterfly valve
combinations are very popular; normally a short spool piece is required between the
valves.
When using a valve with gear operator attached, it may be desirable to have the
handwheel positioned to allow easy access, or for use of an optional adjustable sprocket
rim (chain wheel) for remote operation. Before valve installation, please review Gear
Operator Installation and Handwheel Positioning section on page 3 of this booklet.
These instructions illustrate how to orient the gear operator handwheel position in
relation to the valve body and piping system. Pre-planning may save from having to
remove a “just installed” valve and reinstalling in another orientation.
1. Install handwheel (1) onto gear operator shaft and secure with pin (2). (If not already
attached) See Figure 1.
2. Turn the handwheel (1) clockwise until in full SHUT position.
3. Remove 2 screws holding pointer cover plate to center of gear operator to expose bore.
Retain pointer cover plate and screws for reinstallation later.
4. Assure valve is in full SHUT position, turn valve stem (5) to close disc if necessary.
5. Assure both mounting base of gear operator (3) and valve top flange (6) are clean and
dry.
6. Determine desired handwheel position in reference to the piping system and compare
with Fig. 2. There are 2 mounting positions for the gear operator onto the valve and the
valve can be mounted in either direction into the piping system. This will allow
handwheel to be positioned in any of the 4 quadrants as shown in Fig. 2. Note that all
Fire Protection and 10” and 12” size commercial valves only allow for handwheel
positioning in quadrants 1 and 2.
7a. Gear operators with adapter bushing:
Insert adapter bushing (4) into gear operator (3) bore aligning bushing key with
desired keyway. Keyway selection will determine handwheel orientation position.
(Note that Fire Protection model adapter bushings differ from illustration and only
have 1 keyway position).
Align adapter bushing (4) bore with valve stem (5) and slide gear operator assembly
onto valve stem (5) until seated with valve top flange.
Align gear operator (3) bore with valve stem (5) and align with desired keyway.
Keyway selection will determine handwheel orientation position.
Slide gear operator assembly onto valve stem (5) until seated with valve top flange.
8. Secure gear operator (3) to valve top flange (6) using supplied* fasteners (7 & 8).
9. Reinstall pointer cover plate onto gear operator removed in Step 3 above. Arrow should
be aligned to indicate SHUT position.
10. Install flag and secure with Allen Screw. (Fire Protection gear operators only).
11. Rotate handwheel from SHUT to Full OPEN positions several times to assure proper
orientation. See Stop Adjustment Procedure Section of this instruction booklet on page 5
if stop alignment adjustment is necessary.
12. Proceed with valve installation into piping system.
* A minimum of two fasteners is required, installed in opposite diagonal corners.
For Fire Protection gear operators, it is critical to use only the key supplied with gear
operator in order to conform to UL, FM and ULC specifications.
NOTE: Connection of gear operator to valve stem varies depending on gear
operator model, size and style. The adapter bushing and key may be different from
illustration shown.
IV. VALVE INSTALLATION PROCEDURE – FLANGE, LUG & WAFER STYLE ONLY
Always position the connecting pipe flanges accurately in the line, allowing sufficient
space between the flanges for the valve. Make sure the pipe flange faces are clean of
any foreign material such as scale, metal shavings or welding slag. Valves should be
installed with the disc in the closed position to prevent damage to sealing surfaces.
1. Carefully insert the valve between the pipe flanges. Do not apply any lubricants to
the seat faces as this may damage them.
2. Line up, center and secure the valve between flanges using desired bolts or studs as
listed in Table 4 on next page. Do not tighten bolts at this time.
3. Carefully open the valve to assure free unobstructed disc movement. Disc
interference may result when valves are installed in pipelines having smaller than
normal inside diameters, such as heavy wall pipe, plastic-lined pipe, as-cast flanges
or reducing flanges. Interference can also occur when connecting directly to a swing
check or silent check. Suitable corrective measures must be taken to remove these
obstructions, such as taper boring the pipe or installing a spacer or spool piece.
4. After proper operation is verified, tighten the bolts to the minimum recommended bolt
torques listed in Table 3 below using a cross-over pattern, also shown below in
Figure 3. NOTE: When installing valves NPS 14” and larger between two flanges, it
is recommended that the cartridge liner be evenly compressed from both side of the
mating flanges. NIBCO recommends a multi-stepped process utilizing the cross-over
pattern be used to draw the flanges against the liner from both side of the valve at
the same rate, ensuring the liner is compressed evenly. This method differs from the
practice used on smaller valves, wherein one flange side is completely tightened
before moving to the opposite side.
NOTE: All replacement parts must be obtained from your NIBCO distributor. Key drive
material and size is specifically designed to meet performance requirements of UL and
FM. Failure to use the properly sized replacement parts may void the UL and FM ratings.
Drive Key (section of weakness) will shear if excessive torque is applied to the input of
the gear operator while the disc is blocked partially open.
1. Loosen the set screw (B) that secures the flag (A) to the stem. Remove the flag.
2. Remove the four (4) hex head cap screws (C) that fasten the gear operator (D) to the
valve. The wrench sizes are 9/16” for 2” – 8” valves and 3/4” for the 10” – 12” valves.
3. Lift the gear operator straight up from the valve. In most cases the adapter bushing (F)
will stay in the segment quadrant gear because the broken key causes interference
between the gear and adapter bushing.
4. Pull the adapter bushing from the gear. Some force may be required.
5. After removing the adapter bushing, remove the broken key.
6. Place the new key in keyway of adapter bushing.
7. With drive bushing and key in place within gear operator, carefully slide the gear
operator over stem until it rests flush on the valve operator mounting flange. The
handwheel may need to be turned in order to align bolt holes and the orientation pin.
8. Secure gear operator with four (4) hex head screws, replace flag on stem and then
tighten set screw on flag.
9. Check operation of valve by turning handwheel from fully open to fully closed position.
NOTE BEFORE ASSEMBLY: All replacement parts must be obtained from the
manufacturer to assure proper operation of the valve. Parts are available from your
NIBCO distributor.
VIII. MAINTENANCE AND REPAIR – LD/WD-2000/3000/5000 SERIES –
2” THRU 12” SIZE VALVES ONLY
Due to the many unique features in the NIBCO butterfly valve design, there is no regular
maintenance or lubrication required. These valves are field repairable with the stem,
disc, seat and body, collar bushing and O-ring seals available as individual components.
IX. REPAIR
Remove handle, gear operator or actuator from the cast-mounting pad. Unscrew the
collar bushing** and pull out the stem; this will allow the disc to be removed as well.
Replacement of the damaged component can be accomplished at this time. The body,
seat and bushings are provided from the factory as one assembly rather than three
separate components.
To reassemble, place the disc inside the seat in the open position. Align the stem hole
through the body and disc. Insert the stem into the body and disc, making sure to align
the geometric drive flats between the stem and disc.
Replace both stem and body O-ring seals on the collar bushing and insert over the stem.
Screw the bushing into the body until flush with top of mounting pad. Replace lever, gear
or actuator and check for function before reinstalling in line.
Refer to assembly drawing below for individual components.
MATERIAL LIST
ITEM DESCRIPTION
1 Lever Handle
2 Throttle Plate*
3 Disc
4 Wafer Body and Liner
5 Hex Bolt (3/8 x 2)
6 Collar Bushing
7 O-ring Body Seal
8 O-ring Stem Seal
9 Stem
10 Washer (3/8 x 2)
11 Nut (3/8-16 x 2)
* Shown with optional
Infinite-Position Kit.
** Never remove the collar bushing with the system under pressure.
All gear operators are lubricated for life at assembly, prior to shipment from factory.
During installation, customer should carefully adjust gear operators to suit the valve
OPEN and SHUT positions; no further attention is normally required throughout the
product life.
For installations where spare parts are held on site, it is suggested that a spare gear
operator be held as an interchangeable item. In the event of gear operator suffering
damage or excessive wear in service, it is recommended that a replacement be
supplied.
For any technical enquiries please call NIBCO Technical Services.