Swagelok BS2 series, BD2 series, BSH2 series User Manual

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BS(H)2 and BD2 Back-Pressure Regulator User Manual
Read the complete manual before installing and using the regulator.
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Safe Product Selection
When selecting a product, the total system design must be considered to ensure safe, trouble-free performance. Function, material compatibility, adequate ratings, proper installation, operation, and maintenance are the responsibilities of the system designer and user.
WARNING
Users must be trained and equipped for the handling, use, and servicing of pressure products and systems.
Users must contact their gas or liquid supplier for specific safety precautions and instructions.
Gaseous media should be free of excessive moisture to prevent icing at high flow.
Always wear the appropriate protective clothing, including safety glasses, gloves, etc,. if
required.
Follow the applicable safety and maintenance procedures.
Obey specific local regulations.
Do not exceed the maximum inlet and outlet pressure rating of the product or its
accessories.
Operate within the temperature limits and any other conditions specified for the product.
Do not drop or damage the product in any other way. This may negatively affect the
performance of the product which can cause the product to malfunction.
Venting fluids and gases can be dangerous. Vent to a safe environment away from people. Ensure adequate ventilation.
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Contents
Introduction ........................................................................................................................................................ 4
Overview.......................................................................................................................................................... 4
Standard Features ........................................................................................................................................... 4
Additional Options ........................................................................................................................................... 4
Oxygen Service ............................................................................................................................................... 4
Installation .......................................................................................................................................................... 5
Points of Attention Before Installation ............................................................................................................. 5
Installation ....................................................................................................................................................... 5
Panel Mounting ............................................................................................................................................... 6
Operation ............................................................................................................................................................ 7
Required Tools for Operation .......................................................................................................................... 7
Points of Attention Before Operation ............................................................................................................... 7
Adjusting the Set Pressure .............................................................................................................................. 7
Maintenance ....................................................................................................................................................... 8
Required Tools for Maintenance ..................................................................................................................... 8
Points of Attention Before Removal from the System ..................................................................................... 9
Removal from the System ............................................................................................................................... 9
Assembly Reference Data............................................................................................................................. 10
Disassembly .................................................................................................................................................. 15
Points of Attention Before Reassembly ......................................................................................................... 15
Reassembly ................................................................................................................................................... 16
BS(H)2 Series: .............................................................................................................................................. 16
BD2 Series: ................................................................................................................................................... 16
Testing .............................................................................................................................................................. 17
Seat Leak Test .............................................................................................................................................. 17
Shell Leak Test .............................................................................................................................................. 17
Troubleshooting .............................................................................................................................................. 18
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Introduction
Overview
- The BS(H)2 series are spring loaded back pressure regulators designed for the regulation of high pressure gases and liquids.
- The BD2 series are dome loaded back pressure regulators designed for the regulation of high pressure gases and liquids.
- For pressure and temperature rating information refer to the Pressure Regulators, RHPS Series catalog, MS-02-430. Note that seat seal material selection can limit the regulator operational pressure at elevated temperatures.
WARNING Check that system pressures and temperatures do not exceed those stated on the regulator as this could result in product failure.
Standard Features
- Threaded construction
- Stainless steel as standard
- Fully serviceable
- Piston sensing
- Bottom mounting
Additional Options
The regulator is available with the following options:
- Anti-tamper①
- Panel mounting - Panel mounting kit sold separately. No disassembly required
Oxygen Service
- For more information about hazards and risks of oxygen enriched systems see the Swagelok Oxygen System Safety technical report (MS-06-13).
- Cleaning and packaging to ensure compliance with product cleanliness requirements stated in ASTM G93 Level C is available. Refer to the Pressure Regulators, RHPS Series catalog, MS-02-430, for additional information.
BS(H)2 only
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Installation
CAUTION Do not use the regulator as a shutoff device. A level of leakage across the regulator seat can occur during normal operation.
Points of Attention Before Installation
This regulator can be equipped with a variety of different options. Before installing the regulator you should fully understand the functions of the supplied options and the suitability of your particular regulator for the intended application.
- The preferred mounting position of the regulator is horizontal with the spring housing/dome facing upwards per Fig 3. Alternative mounting positions may increase the risk of component wear.
- It may be necessary to remove the regulator from the system during maintenance or service. Ensure that this is possible.
- The regulator is suitable for gases or liquids. Ensure compatibility between the regulators materials of construction and the system media.
Installation
- Verify that the regulator, its connections, and any accessories are undamaged.
- Verify that the regulator and any accessories are suitable for the system operating pressure and temperature and have suitable connections.
- At the time of delivery any gauge ports may be plugged with blind fittings. Remove these and connect gauges if desired.
- If inlet/outlet fittings are being used, assemble them to the regulator, per the manufacturer’s instructions, prior to installing the regulator in the system.
CAUTION Ensure all upstream tubing/pipework is clean and free from debris. Any swarf, lint, wire, etc. may damage the regulator, resulting in a seat leak.
- Verify the flow direction of the system and mount the regulator accordingly.
- This regulator can be bottom mounted or panel mounted. The panel mounting kit can be ordered separately.
- Securely make the appropriate connections to the regulator in accordance with the procedures recommended by the connection manufacturer.
- Ensure that the tubing/pipework and the regulator are adequately supported and that there is no stress on the connections.
- Upstream and downstream shutoff valves should be installed in the system to facilitate servicing, maintenance, and troubleshooting of the regulator.
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Panel Mounting
RS2-P-02 and RSH2-P-02 Panel Mounting Kit Installation
Table 1
Fig 1
1. Cut the appropriate holes in the panel per the dimensions in Fig 1.
2. Affix the panel mount ring (2) to the regulator using the set screws (3). Take into consideration the desired
orientation of the regulator ports relative to the mounting holes.
3. Insert the regulator though the panel and retain with the button head screws (1).
Item
Component Name
Qty
M5 button head screw
Panel mount ring
M5 set screw
3 mm hex key
1 5 2.5 mm hex key
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Operation
Required Tools for Operation
- No tools are required for changing the set pressure on a standard regulator.
- A 20 mm open-ended wrench and a 13 mm open-ended wrench or socket are required for anti-tamper regulators.
Points of Attention Before Operation
CAUTION The product can be hot or cold, depending on the environmental temperature and the process media temperature. Take the necessary precautions before operating or touching the product.
- Once the regulator closes, after being open to flow, the inlet pressure may fall a little under the set
pressure. This is usually referred to as “reseat pressure”. This phenomenon does not indicate a problem with the regulator.
- An increase in the flow may result in a rise of the set pressure. A decrease in the flow may result in a fall
of the set pressure. This is usually referred to as “accumulation”. This phenomenon does not indicate a problem with the regulator.
- An increase of the outlet pressure may result in a fall of the set pressure. A decrease of the outlet
pressure may result in a rise of the set pressure. This is usually referred to as “dependency”. This phenomenon does not indicate a problem with the regulator.
Adjusting the Set Pressure
- The set pressure is the desired upstream pressure of the regulator.
- To set the regulator, ensure that the supply pressure is greater than the required set pressure but does
not exceed the maximum rating of the regulator.
- The regulator must be able to flow in order to adjust the set pressure.
1. Open any downstream valve.
2a. To operate BS(H)2 series regulators, turn the adjustment knob clockwise to increase the set pressure.
Turn the knob counterclockwise to reduce the set pressure.
2b. To operate BD2 series regulators, increase the dome pressure to increase the set pressure. Reduce the
dome pressure to reduce the set pressure. Note, due to forces within the regulator the dome pressure will differ slightly from the set pressure.
3. Partially open the supply valve to allow the regulator to sense the inlet pressure with minimal flow.
4. Close the supply valve and verify the set pressure by measuring the regulator inlet pressure.
5. Make adjustments to the set pressure as required and repeat steps 3 and 4.
6. To obtain the most accurate set pressure, final adjustment must be made while increasing the set
pressure. If the desired set pressure is exceeded, reduce the pressure below this value then increase up to it.
7. Once the regulator is set, the supply pressure can be adjusted to its normal working value.
8. Open the supply valve fully to allow full flow during operation.
9. When in operation make any final set pressure adjustments if required.
NOTICE The BS(H)2 series knob assembly is retained by a C-ring. When backing off the knob do not attempt to continue to unwind the knob once it has stopped. Doing so may damage the C-ring.
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Maintenance
WARNING Incorrect or improper repair or servicing of this product can cause serious personal injury and property damage.
- All repairs, servicing, and testing of this product must be performed by competent personnel.
- Following any maintenance of the regulator, it is recommended that the product be tested for operation and leakage.
- The product should be checked periodically for proper and safe operation. It is the user’s sole responsibility to determine the frequency of maintenance based on the application.
- To reduce maintenance related system downtime to a minimum, either during commissioning or normal operation, Swagelok recommends having maintenance kits readily available on site. The need for maintenance kits is particularly important during the commissioning phase of a system installation due to residual assembly debris remaining in the system. Such debris can cause a seat leak in the regulator, resulting in components needing to be replaced.
Required Tools for Maintenance
Smooth-jawed vise
Dome plug insertion tool②: RHPS-2-PLUG-TOOL
8 mm socket
Calibrated torque wrench up to 52 lbf·ft (70 N·m) 17 mm socket
36 mm crows foot
Lubricant (included in kit): WL-8③ Krytox® 240 AC
Adhesive (not included in kit): Loctite® 5045, 4052 or 243
C-ring pliers①
Liquid leak detector
① BS(H)2 series only
Standard cleaned assemblies
② BD2 series only
ASTM G93 or SC11 cleaned assemblies
Table 2
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Points of Attention Before Removal from the System
- Swagelok recommends removing the regulator from the system for servicing and maintenance.
- Follow all local system safety and maintenance procedures when removing the regulator.
WARNING Before removing a regulator from the system, to avoid personal injury, you must:
Depressurize the system.
Purge the system to remove any residual system media left in the regulator.
Always vent to a safe environment away from people and ensure there is adequate
ventilation.
CAUTION Check if the process media is hazardous or toxic. If required, take the necessary safety precautions to ensure a safe workspace and your personal safety.
CAUTION The product can be hot or cold, depending on the environmental temperature and the process media temperature. Take the necessary precautions before operating or touching the product.
Removal from the System
1. Isolate the regulator from all pressure sources by closing all appropriate upstream valves in the system.
2. With the regulator set to the open position (i.e. handle backed off fully counterclockwise or zero pressure
in the dome), open all appropriate downstream valves to allow pressure to vent from the regulator.
WARNING Ensure all pressure on the inlet, outlet and dome (BD2 series) has been fully vented. The accidental release of residual trapped pressure can cause serious personal injury.
3. Disconnect and remove the regulator from the system. For the BD2 series ensure the dome feed
connection is removed.
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Assembly Reference Data
Item
Component Name
Kit Type(s)
Torque
lbf·ft (N·m)
Recommended Lubrication (included in kit per Table 2)
Body
N/A
Seat retainer
C1 3 Seat O-ring
A1, A2, B1, B2, C1
4
Seat
A1, A2, B1, C1
5
Body plug O-ring
B1, B2, C1
6
Body plug
C1
22 (30)
Lubricate threads
Piston screw
C1
3.7 (5)
Poppet
A1, B1, C1
Overtravel spring
C1, C5
10
Piston
C1, C3
Lubricate threads
11
Piston O-ring
B1, B2, C1, C3
Lubricate
12
Piston backup ring
B1, B2, C1, C3
13
Piston plate inner O-ring
B1, B2, C1, C3
14
Piston plate
C1, C3
15
Bottom spring guide
C1
16
Set spring
C1, C4
17
Spring guide
C1 Lubricate central recess
18
Spring housing/Dome
N/A
52 (70)
Lubricate threads
19
C-ring
D1
20
Spring housing cover
N/A
22 (30)
Adhesive on external threads
21
Knob assembly
D1 Lubricate threads
22
Lock nut
D1
23
Anti-tamper adjustment screw
D1 Lubricate threads 24
Anti-tamper cover
D1 Lubricate threads
25
Blind plug
N/A
15 (20)
Wrap threads in 2 laps of PTFE tape. Lubricate tape.
26
Piston plate outer O-ring
B1, B2, C1, C3
27
Dome plug
N/A
22 (30)
Lubricate threads
28
Dome plug O-ring
B1, B2, C1
Lubricate
Table 3
For more information on RHPS series maintenance kits, refer to the Pressure Regulators, RHPS Series catalog, MS-02-430.
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BS(H)2 Series Exploded View
Fig 2
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12
BS(H)2 Series Section View
Fig 3
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13
BD2 Series Exploded View
Fig 4
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14
BD2 Series Section View
Fig 5
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Disassembly
- The following instructions describe how to fully disassemble the regulator for the purposes of maintenance and repair.
- Note that not all components listed appear in all regulator configurations.
- Only disassemble the regulator as far as is required to replace the components supplied in the maintenance kit.
- Discard all components being replaced.
1. Ensure the knob assembly (21) is backed out and not acting on the set spring (16).
2. Unscrew the spring housing or dome (18) from the body (1).
3. BS(H)2 series only - Remove the spring guide (17), set spring (16), and bottom spring guide (15).
4. Remove the sensing assembly then remove the O-rings (13, 26) from the piston plate (14).
5. Push the piston (10) out of the piston plate (14) and remove the piston O-ring (11) and, if present, piston
back up ring (12).
6. Unscrew the piston screw (7) and remove the overtravel spring (9) and poppet (8) from the piston (10).
7. Remove the body plug (6), seat (4), seat O-ring (3), and seat retainer (2) from the body.
8. Remove the O-ring (5) from the body plug (6).
9. BS(H)2 series only - To remove the knob assembly (21) remove the C-ring (19) then fully unwind the
handle from the spring housing (18). BD2 series only - To remove the dome plug (27) unscrew it from the dome (18) using the dome plug insertion tool. The dome plug O-ring (28) can then be removed from the plug.
Points of Attention Before Reassembly
- Visually inspect all components for abnormal wear or damage. Replace components in case of doubt.
- All parts must remain clean and undamaged before starting assembly.
- Maintenance kit components will be supplied preassembled where practicable to aid reassembly.
- Swagelok recommends replacing all O-rings removed during disassembly.
- Swagelok recommends that dynamic O-rings should be lightly lubricated per Table 3.
NOTICE All threaded components must be lightly lubricated per Table 3 before reassembly to avoid galling of threads.
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Reassembly
BS(H)2 Series:
1. Secure the body (1) in a vise, holding on the flats.
2. Insert the seat retainer (2) into the body (1).
3. Fit the body plug O-ring (5) onto the body plug (6).
4. Insert the seat (4) and seat O-ring (3) into the body plug (6). Ensure the seat (4) is oriented correctly per
Fig 3.
5. Lightly lubricate the body plug threads (6) then fit the body plug (6) into the body (1). Torque to 22 lbf·ft
(30 N·m).
6. Lightly lubricate the piston threads (10).
7. Insert the overtravel spring (9) and poppet (8) into the piston (10) then secure with the piston screw (7).
Torque to 3.5 lbf·ft (5 N·m).
8. Fit the piston O-ring (11) and, if present, piston back up ring (12) either onto the piston (10) or into the
piston plate (14). Ensure their orientation is correct per Fig 3.
9. Lightly lubricate the piston O-ring (11) then insert the piston assembly into the piston plate (14).
10. Fit the inner piston plate O-ring (13) onto the piston plate (14) and insert the sensing assembly into the
body (1).
11. Lightly lubricate the knob assembly stem (21) then insert it into the spring housing cover (20).
12. Secure the C-ring (19) onto the groove at the end of the stem (21).
13. Lubricate the recess of the spring guide (17) then stack the bottom spring guide (15), set spring (16), and
spring guide (17) onto the piston (10).
14. Lightly lubricate the spring housing thread (18) then fit it onto the body (1). Torque to 52 lbf·ft (70 N·m).
BD2 Series:
1. Follow steps 1 through 9 of the BS(H)2 series reassembly procedure.
2. Fit the outer piston plate O-rings (26) onto the piston plate (14).
3. Follow step 10 of the BS(H)2 series reassembly procedure.
4. Fit the dome plug O-ring (28) onto the dome plug (27) then lightly lubricate it.
5. Lightly lubricate the dome plug threads (27) then insert it into the dome (18). Push it down until the
threads meet.
6. Screw the dome plug (27) into the dome (18). Torque to 22 lbf·ft (30 N·m) using the dome plug insertion
tool.
7. Follow step 14 of the BS(H)2 series reassembly procedure.
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Testing
Swagelok recommends that the regulator be tested for seat and shell leakage to atmosphere. A well performing regulator will not show any indication of leaking. If any evidence of a leak is identified this must be rectified. Any damaged components must be replaced.
Seat Leak Test
1. Ensure there is sufficient supply pressure to the regulator to be able to perform the tests.
2. Ensure any downstream shutoff valves are open.
3. Set the regulator to 14.5 psig (1 bar) then close the supply shutoff valve.
4. Monitor the inlet pressure and/or use liquid leak detector on the outlet port. A drop in inlet pressure over
time or bubbles in the leak detector indicates a seat leak.
5. Repeat the procedure with the highest set pressure suitable for the regulator and system.
Shell Leak Test
1. Set the regulator to the open position (i.e. ensure the knob assembly is fully backed off counterclockwise
or there is zero pressure in the dome).
2. Close the downstream shutoff valve.
3. Maintain an inlet pressure of approximately 14.5 psig (1 bar) on the regulator. Measure the outlet pressure
to ensure this also reads the same value.
4. Using liquid leak detector, check for bubbles at the spring housing to body interface and the spring
housing weep hole.
5. Repeat the procedure with the highest inlet and outlet pressure applicable for the regulator and system.
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Troubleshooting
Symptom
Cause
Remedy
Constant leakage from the outlet before the set pressure is reached.
A damaged seat and/or poppet.
Replace the seat and/or poppet.
Leakage between the body and the spring housing/dome.
A damaged O-ring.
Replace the O-ring.
Insufficient torque on the spring housing/dome.
Tighten the spring housing/dome per Table 3.
The required set pressure cannot be reached.
The inlet pressure to the regulator is not high enough.
Ensure that the inlet pressure to the regulator is equal to or greater than the desired set pressure.
The inlet pressure rises too much when going from a dynamic to a static situation.
There is too much flow in the dynamic situation.
A larger regulator or parallel regulator is required. Review application flow capacity and contact your local authorized sales and service center.
The regulator will not relieve at the set point.
The poppet is sticking.
Replace the poppet.
The set point has been accidentally altered.
Readjust the set point.
The set pressure has changed without adjusting the knob or dome pressure.
Changes to the outlet pressure may result in changes to the set pressure.
Maintain a constant outlet pressure on
the regulator. See “Points of Attention Before Operation” about dependency.
Changes to the flow may result in changes to the set pressure.
Maintain a constant flow through the
regulator. See “Points of Attention Before Operation” about accumulation.
Table 4
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19
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Warranty Information
Swagelok products are backed by The Swagelok Limited Lifetime Warranty. For a copy, visit swagelok.com or contact your authorized Swagelok representative.
Swagelok, Snoop - TM Swagelok Company Loctite TM Henkel Corp. Krytox – TM The Chemours Company © 2018 Swagelok Company July 2018, RevB MS-CRD-0156
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