INSTALLATION & SERVICE INSTRUCTIONS FOR KATES MODELS FM12
AND FM121 ADJUSTABLE FLOW RATE CONTROLLERS
IMPORTANT
THE KATES FLOW RATE CONTROLLER IS DESIGNED TO ACCURATELY REGULATE FLOW RATES AND IS PRECISION BUILT WITH EXACTING
TOLERANCES AND FINISHES. TO INSURE SATISFACTORY PERFORMANCE, THE REGULATED FLUID MUST BE CLEAN AND FREE OF DIRT OR
SOLIDS. THE INSTALLATION OF A 10 MICRON FILTER IS RECOMMENDED JUST UPSTREAM OF THE CONTROLLER.
EQUALLY IMPORTANT: WHEN DIS-ASSEMBLING, SERVICING, OR CLEANING THE CONTROLLER, THE INTERNAL PARTS MUST BE HANDLED
WITH CARE TO PREVENT DAMAGING THE SURFACE FINISH IN ANY WAY.
OPERATION OF A KATES ADJUSTABLE FLOW RATE CONTROLLER THAT IS SUPPLIED BY A POSITIVE DISPLACEMENT PUMP, WILL BE
SATISFACTORY ONLY IF A PRESSURE-RELIEVING VALVE IS CONNECTED BETWEEN THE PUMP AND THE CONTROLLER. THIS IS TO BYPASS
EXCESS FLUID BACK TO THE FLUID SOURCE, OR TO THE INTAKE OF THE PUMP.
INSTALLATION
1. The Kates flow controller is shipped fully assembled, ready for operation, with all parts in place. It is completely self-contained, requires no outside source
of power, no straight piping runs, and is as simple to install as an ordinary ball valve.
2. Upstream and downstream shutoff valves and a bypass valve should be installed (see fig. 1) so that the controller may be opened for inspection and cleaning
without requiring complete system shutdown.
3. Before installing the controller be sure to flush out the piping system to remove any foreign material such as dirt, scale, chips, etc.
4. The controller should be installed at a point in the pipe where it will be completely filled with liquid under all conditions of operation. On threaded
connections, apply pipe thread compound sparingly to male threads only so that surplus will not get inside the controller and cause “sticking” or prevent
operation.
START UP PROCEDURE
1. Place controller “on stream” by opening upstream and downstream shutoff valves and slowly closing the bypass valve around the controller.
The controller will now regulate the flow rate at the set value.
NOTE: Avoid slamming the controller with pressure.
2. When normal fluid temperature is above room temperature, especially with viscous fluids, there may be a “warming up” period until the controller reaches the
same temperature as the fluid. During this warming up period, the controller may be somewhat sluggish in action. If desired, this warming up period may be
eliminated by the use of a heating coil or jacket.
SERVICE INSTRUCTIONS
The Kates Flow Rate Controller has only one moving element, and is designed so that there are no complex linkages, delicate bearings, or any failure-prone
components. Therefore, occasional cleaning may be the only servicing the controller will require.
CAUTION: MAKE SURE THAT THE CONTROLLER IS RELIEVED OF PRESSURE BEFORE ATTEMPTING TO SERVICE OR CLEAN.
TO CLEAN CONTROLLER
CAUTION: in all cleaning operations, be very careful not to scratch, nick or mark any surfaces or edges.
1. It is not necessary to remove the controller from the line to clean. If installation includes proper shutoff and bypass valves, operate these and take the
controller off stream or control. (See fig. 1)
2. Arrange a clean area where internal trim parts can be placed and kept free of lint or grit.
3. Remove bonnet bolts using a ¼” allen wrench, lift bonnet assembly straight up, remove body O-ring, and place all in the clean area.
4. Using a ¾” socket wrench, only loosen orifice plug in the valve cylinder, do not remove.
5. Remove the valve cylinder assembly from the body using a 7/8” socket wrench.
6. CAUTION: Improper removal of orifice plug from the valve cylinder assembly may result in an injury, or may damage the part. To remove, use a ¾” socket
wrench and carefully remove. DO NOT use a standard wrench or some other tool. Place the orifice plug, spring, piston, and valve cylinder in the clean area.
7. Thoroughly clean all the parts that have been removed from the controller by immersing them in a suitable solvent. Thoroughly clean and flush inside of
controller body with the solvent, and drain. Because of the closely fitted parts, it is VERY IMPORTANT that all parts and surfaces, including valve ports,
be COMPLETELY CLEAN. Any dirt, sediment, coating or gummy residue must be completely removed. Wipe all parts and surfaces dry with a clean, lintfree cloth. CAUTION: in all cleaning operations, be very careful not to scratch, nick or mark any surfaces or edges.
8. The standard O-ring material for the Kates flow controller is PTFE, which has no elastic memory. It may be necessary to install new o-rings whenever the
controller is disassembled.
9. Insert the piston, flat side down, into the valve cylinder. Insert the spring, and using the orifice plug, carefully compress the spring to thread into valve
cylinder.
10. Using a 7/8” socket wrench, reinstall the valve cylinder in the body until tight. Use a ¾” socket wrench to insure that orifice plug is tight.
11. Replace body O-ring, bonnet assembly, bonnet bolts and tighten. Put the controller in service by following Steps 1-2 listed under the heading “START UP
PROCEDURE”.
BLT 309 - 01
W. A. ates company
A TAUBE COMPANY
Micro-Flo
_______
Model FM12
Serial #
→
o
wwFFllo
info@wakates.com
www.wakates. com
PRODUCT WARRANTY
The W.A. KATES COMPANY guarantees every piece of equipment manufactured by it t o be inspected, tested, and free from defects in workmanship or material when shipped from its factory.
No warranty of corrosion resistance of any parts or assembly is expressed or implied.
This guarantee is valid for one year from date of shipment from its plant. Within that time, the W.A. KATES COMPANY will replace free of charge any equipment returned, with shipping
charges prepaid, found to have been defective at time of shipment.
This warranty does not apply to : (a) damage resulting from misuse or inadequate handling; (b) damage resulting from continued use after defect is apparent; (c) any other damage, loss or
liability; or (d) any piece of equipment that is changed, modified or altered in any way after it leaves the factory.
The liability of the W.A. KATES COMPANY shall be limited to the replacement, f.o.b. our factory, of any equipment found to have been defective at time of shipment with duplicate or similar
equipment of equal performance rating, but such liability shall in no event exceed the contract price for said equipment.
W. A. KATES CO. 1363 Anderson, Clawson, Michigan 48017
(248) 435-8225 - Fax (248) 435-8255
E-mail info@wakates.com
WWW http://www.wakates.com
BLT 309 - 01