Emerson Fisher 8540 User manual

www.Fisher.com

Fisher™8540 Eccentric Disk

Butterfly Control Valve

Contents

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

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

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

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

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

Valve Orientation 4............................

Maintenance 8.................................

Packing Maintenance 9.........................

Seal Ring Maintenance 11......................

Disk, Drive Shaft and Bearing Maintenance 15......

Actuator Mounting 18.........................

Parts Ordering 19...............................

Parts List 20...................................

Figure 1. Fisher 8540 Butterfly Valve with Bettis RPE

Actuator and 3720 Positioner

X1846

Introduction

Scope of Manual

This instruction manual includes installation, maintenance, and parts information for the 8540 Eccentric Disk Butterfly

Control Valve (see figure 1). Refer to separate instruction manuals for information covering the actuator and

accessories.

Do not install, operate, or maintain 8540 valves 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 before proceeding.

Description

The seal design of the 8540 eccentric disk high performance butterfly valve provides excellent shutoff capability. This

valve has a square drive shaft end and soft seal rings for use in a wide variety of applications.

Instruction Manual

D104709X012

8540 Valve

September 2021

Instruction Manual

D104709X012

8540 Valve

September 2021

Table 1. Specifications

Valve Size and End Connection Styles

NPS J3,J4,J6,J8,J10, and

J12 wafer body valves

Maximum Inlet Pressure(1)

Carbon Steel and Stainless Steel Valve Bodies:

Consistent with CL150 and 300

pressure/temperature ratings per ASME B16.34

unless limited by material temperature capabilities.

Shutoff Classifications

JPTFE Seal: Bidirectional shutoff to Class VI per

ANSI/FCI 70‐2 and IEC 60534‐4.

Flow Characteristics

Approximately linear

Disk Rotation

Clockwise to close (when viewing from the drive shaft

end) through 90 degrees of disk rotation (see figure

Flow Direction

See figure 3

Actuator/Valve Action

With the diaphragm or piston actuators, the valve

action is field‐reversible. Refer to information in the

Installation section.

Valve Classification

Face‐to‐face dimensions meet API 609 or MSS‐SP‐68

standards for face‐to‐face dimensions of wafer‐style

valves.

Shaft Diameters

See table 2

Approximate Weights

See table 2

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

Table 2. Valve Size, Shaft Diameter, and Approximate Weight

VALVE SIZE, NPS CLASS SHAFT DIAMETER APPROXIMATE WEIGHT

Wafer‐Style

mm Inches kg Pounds

3150 12.7 1/2 4.5 10

300 15.9 5/8 5.9 13

4150 15.9 5/8 8.6 19

300 19.1 3/4 10 23

6150 19.1 3/4 13 29

300 25.4 1 15 33

8150 25.4 1 21 47

300 31.8 1‐1/4 24 53

10 150 31.8 1‐1/4 34 75

300 38.1 1‐1/2 44 96

12 150 38.1 1‐1/2 49 107

300 44.5 1‐3/4 64 141

Installation

The valve is normally shipped as part of a control valve assembly, with the power actuator mounted on the valve. If the

valve or actuator have been purchased separately, or if the actuator has been removed for maintenance, mount the

actuator on the valve, and adjust actuator travel before inserting the valve body into the line. This is necessary due to

the measurements that must be made during the actuator calibration adjustment process. Refer to the Actuator

Mounting section of this manual to mount the actuator on the valve. Refer to the actuator instruction manual for

mounting and adjusting instructions before proceeding.

Instruction Manual

D104709X012

8540 Valve

September 2021

WARNING

Always wear protective gloves, clothing, and eyewear when performing any installation operations to avoid personal

injury.

To avoid personal injury or property damage resulting from the sudden release of pressure, do not install the valve

assembly where service conditions could exceed the limits given in this manual, the limits on the appropriate nameplates,

or the matching pipe flange rating. Use pressure‐relieving devices 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.

WARNING

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. To avoid possible personal injury and because

some valve/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.

Table 3. Construction Material Temperature Limits(1)

COMPONENTS AND MATERIALS OF

CONSTRUCTION

TEMPERATURE LIMITS

_C_F

Valve Body Material

Carbon Steel

CF8M

-29 to 427

-198 to 538

-20 to 800

-325 to 1000

Disk Material

CF8M -198 to 538 -325 to 1000

Shaft Material

S17400 -62 to 427 -80 to 800

Bearing Material

PEEK / PTFE lined -46 to 232 -50 to 450

Packing Material

PTFE V-Rings -46 to 232 -50 to 450

Seal Ring

PTFE (standard) Soft Seal Ring -46 to 232 -50 to 450

1. Refer to Ordering Matrix for 8540 Valves. For selection temperatures not shown above, contact your Emerson sales office.

1. Install a three‐valve bypass around the control valve assembly if continuous operation is necessary during

inspection and maintenance of the valve.

2. Inspect the valve to be certain that it is free of foreign material.

CAUTION

Be certain that adjacent pipelines are free of any foreign material, such as pipe scale or welding slag, that could damage the

valve sealing surfaces.

Instruction Manual

D104709X012

8540 Valve

September 2021

Table 4. Maximum Allowable Pressure Drops at Temperature

TEMPERATURE PRESSURE DROP

5C5F bar psi

-46 -50

52 750

-32 -25

-18 0

38 100

66 150

93 200 43 620

121 250 35 510

149 300 27 390

204 400 11 160

232 450 3 50

Valve Orientation

When installing the valve, it is recommended that the valve drive shaft be horizontal as shown in figure 1.

Valve Direction

The high performance butterfly valve is designed to allow flow in either direction when in the open position. When in

the closed position, high pressure should be applied to a specific side of the disk to provide best performance and

optimal valve life (see seal types below). See figure 2.

The PTFE soft seal is bi‐directional under normal operating conditions can (at different times) experience pressure in

both directions; the highest of the two pressures should be exerted on the preferred side of the disk. If the two

pressures are equal, then the one lasting the longest period of time should be applied to the preferred side.

1. For PTFE seal ring: This seal is bidirectional. For optimal performance, high pressure should be applied to the front

(retaining ring side) of the disk.

Figure 2. Flow Direction Arrow

FLOW ARROW FORWARD FLOW REVERSE FLOW

RETAINER RING SIDE

FLOW ARROW

RETAINER RING SIDE

Instruction Manual

D104709X012

8540 Valve

September 2021

Figure 3. Flow Direction

RETAINER RING

FORWARD

FLOW

REVERSE

FLOW

FACE SIDE OF DISK

Table 5. Stud Bolt Data(1)

VALVE SIZE, NPS

WAFER STYLE

CL150 CL300

No. of Stud Bolts Size Dia

Inch & Thread A Dimension, Inch No. of Stud Bolts Size Dia

Inch & Thread A Dimension, Inch

3 4 5/8‐11 5.75 8 3/4‐10 6.5

4 8 5/8‐11 6 8 3/4‐10 7

6 8 3/4‐10 6.5 12 3/4‐10 7.5

8 8 3/4‐10 7 12 7/8‐9 9

10 12 7/8‐9 8 16 1‐8 10

12 12 7/8‐9 8.5 16 1‐1/8‐8 11

1. Thread engagement in accordance with ASME B31.3.

Figure 4. Stud Bolts for Installation (also see table 5)

A3887 STUD BOLT

Instruction Manual

D104709X012

8540 Valve

September 2021

Installing the Valve in the Pipeline

WARNING

The edges of a rotating disk have a shearing effect that may result in personal injury. To help prevent such injury, stay clear

of the disk edges when rotating the disk (key 3, figure 12).

CAUTION

Damage to the disk will occur if any pipe flanges or piping connected to the valve interfere with the disk rotation path. If

the piping flange has a smaller inner diameter than what is specified for schedule 80 piping, measure carefully to be certain

the disk rotates without interference before putting the valve into operation.

CAUTION

Damage to the disk (key 3) sealing surfaces may occur if the disk is not closed when the valve is being installed or removed

from the pipeline. If necessary, use a temporary pressure source on the actuator to retain the disk in the closed position

while installing or removing the valve from the pipeline.

1. For Fail‐Open Actuators: It will be necessary to provide a temporary loading pressure to the actuator diaphragm to

move the valve disk to the closed position. Observe the above Warning when closing the valve. If a loading pressure

is required, use caution when working with the valve. If the loading pressure is disconnected, the disk will open

rapidly.

2. With the disk in the closed position, install line flange gaskets, and install the valve between the pipeline flanges.

Note

The wafer style valves use the standard size spiral wound gaskets.

Select the appropriate gaskets for the application. Gasket types made to ASME 16.5 group or a user's standards can be

used for 8540 valves depending on the service conditions and applications.

3. Install the flange studs:

Note

Lubricate line flange studs or bolts before inserting them into flanges. If necessary, provide additional support for the control valve

assembly because of its combined weight.

D Flange studs: Install two or more line flange studs into the line flanges to help hold the valve in position while

centering the valve. Carefully center the valve on the flanges to ensure disk clearance.

Instruction Manual

D104709X012

8540 Valve

September 2021

D Select and install two pipe line gaskets.

4. Install the remaining line flange bolting to secure the valve in the pipeline. Tighten the nuts to the line flange studs

in a crisscross pattern to ensure proper alignment of valve, gaskets, and flanges.

Packing Adjustment and Shaft Bonding

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.

CAUTION

Use caution when tightening packing follower nuts because over‐tightening the nuts will accelerate wear and could

produce higher rotating friction loads on the valve stem.

D PTFE packing: tighten standard packing follower nuts only enough to prevent shaft leakage. Excessive tightening of

packing will accelerate wear and could produce higher rotating friction loads on the valve stem. If necessary, refer

to the Packing Maintenance section.

WARNING

The valve drive shaft is not necessarily grounded to the pipeline when installed. Personal injury or property damage could

result from an explosion caused by a discharge of static electricity from the valve components if the process fluid or the

atmosphere around the valve is flammable. To avoid personal injury or property damage, make sure the valve is grounded

to the pipeline before placing the valve assembly into service.

Standard PTFE packing is composed of a partially conductive carbon‐filled PTFE female adaptor with PTFE V‐ring packing.

Alternate shaft‐to‐valve body bonding is available for hazardous service areas where the standard packing is not sufficient

to bond the shaft to the valve (see the following step).

1. Attach the bonding strap assembly (key 131, figure 5) to the shaft with the clamp (key 130, figure 5), and connect

the other end of the bonding strap assembly to the valve with the cap screw (key 14, figure 5).

2. For more information, refer to the Packing Maintenance subsection below.

Instruction Manual

D104709X012

8540 Valve

September 2021

Figure 5. Optional Shaft-to-Valve Body Bonding Strap Assembly

GH14001 VIEW A-A

VALVE BODY

ACTUATOR MOUNTING BRACKET

Maintenance

Valve parts are subject to normal wear and must be inspected and replaced as necessary. The frequency of inspection

and replacement depends upon the severity of service conditions. Instructions are given in this section for replacing

packing, seal ring, disk, shaft, bearings, and other valve parts. Also, instructions are provided for changing valve action,

mounting, and adjusting the actuator. Refer to the actuator instruction manual for additional information for

mounting and adjusting the actuator.

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.

D It is possible to damage the valve if the actuator travel stops are not properly adjusted before stroking the valve.

Instruction Manual

D104709X012

8540 Valve

September 2021

CAUTION

During any of the following steps, do not rotate the disk past 90 degrees in the open direction. Rotating the disk past 90

degrees can damage the seal ring.

Packing Maintenance

PTFE‐filled packing has a partially conductive packing ring (such as a carbon‐filled PTFE female adaptor) to electrically

bond the shaft to the valve body.

When replacing the packing, it is recommended to remove the control valve assembly from the pipeline because

valve/actuator adjustments must be made with the valve out of the pipeline.

Disassembly

Key numbers and part locations are shown in figure 12 unless otherwise noted.

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 shutoff all pressure lines to the power

actuator, release all pressure from the actuator. Use lock‐out procedures to be sure the above measures stay in

effect while you work on the equipment.

2. Note the position of the mark on the end of the valve shaft, and its relationship to the actuator shaft.

3. Remove the actuator per instructions in separate actuator instruction manuals, then remove the cap screws (key

14, figure 5). Remove the clamp if the strap is used.

4. Remove the packing nuts (key 101) and packing follower (key 114). For NPS12 CL300, remove the packing flange

and follower (key 102 and 114).

5. Remove the old packing rings, using a formed hook.

CAUTION

Carefully use the hook. Avoid damaging the drive shaft or packing box wall. Scratches on valve surfaces can cause leakage.

(Note: The packing box ring (key 107) can remain in place when replacing packing only.)

6. Clean all accessible metal parts and surfaces to remove particles that would prevent the packing from sealing.

Assembly

Inspect the shaft: If it is damaged, it cannot make a good seal with the packing, and it must be replaced. If the leakage

comes from the outside diameter of the packing, it is possible that the leakage is caused by nicks or scratches around

the packing box wall. Inspect the packing box wall for nicks and scratches when performing the following procedures.

Instruction Manual

D104709X012

8540 Valve

September 2021

Figure 6. Typical Packing Arrangement

PACKING

FOLLOWER

PACKING SET

PACKING BOX

RING

PTFE V-RING PACKING

C0785*A

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