Emerson Fisher ETR User manual

www.Fisher.com

Fisher™ EDR and ETR easy-e™ Valves

Contents

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

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

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

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

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

Installation 4..................................

Maintenance 5.................................

Trim Maintenance 5...........................

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

Parts Ordering 15...............................

Packing Kits 16.................................

Parts Kits 19...................................

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

Figure 1. Reverse Acting easy‐e Valve with Actuator

W2080‐1

Introduction

Scope of Manual

This instruction manual includes installation, maintenance, and parts information for NPS 1 through 4 EDR and ETR

valves (see figure 1). The valves are available in CL150 through 600 ratings.

The valves are also available with full‐size and restricted‐trim designs. Refer to separate manuals for instructions

covering the actuator and accessories.

Do not install, operate, or maintain an EDR or ETR 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 Process Management sales office before

proceeding.

Description

The EDR and ETR are single‐port, globe‐style valves that feature cage guiding, a balanced plug design, and

push‐down‐to‐open valve plug action. The valve constructions are available with metal‐to‐metal or

metal‐to‐composition seats. These constructions permit access to the internal trim parts through the bottom flange

without removing the actuator from the valve.

Instruction Manual

D100391X012

EDR and ETR Valves

March 2016

Instruction Manual

D100391X012

EDR and ETR Valves

March 2016

Table 1. Specifications

Available Valve Constructions

See table 2

End Connection Styles

Cast Iron Valves

Flanged: CL125 flat‐face or 250 raised‐face flanges per

ASME B16.1

Steel and Stainless Steel Valves

Flanged: CL150, 300, and 600 raised‐face or ring‐type

joint flanges per ASME B16.5

Screwed or Socket Welding: All available ASME B16.11

schedules that are consistent with CL600 per ASME

B16.34

Buttwelding: Consistent with ASME B16.25

Maximum Inlet Pressure(1)

Cast Iron Valves

Flanged: Consistent with CL125B or 250B

pressure‐temperature ratings per ASME B16.1

Steel and Stainless Steel Valves

Flanged: Consistent with CL150, 300, and 600(2)

pressure‐temperature ratings per ASME B16.34

Screwed or Welding: Consistent with CL600

pressure‐temperature ratings per ASME B16.34

Shutoff Classification

EDR: ANSI/FCI 70‐2 and IEC 60534‐4 Class II

(standard); Class III for valves with a graphite piston

ring and 78 mm (3.4375 inch) or larger port diameter

ETR: Standard air test

(0.05 mL/minute/psid/inch of port diameter) using air

at service pressure drop or 3.5 bar (50 psi), whichever

is lower; or ANSI/FCI 70‐2 and

IEC 60534‐4 Class V (optional) with PTFE seats; Class

IV or V (optional) with metal seats

Flow Characteristics

Linear (all cages), quick‐opening, or equal percentage

Flow Directions

Linear, Quick Opening, or Equal Percentage Cage:

Normally up,

Whisper TrimtI Cage: Always down

Approximate Weights

VALVE SIZE,

NPS

WEIGHT

kg Pounds

1 & 1‐1/4

1‐1/2

2‐1/2

100

125

170

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

2. Certain bonnet bolting material selections may require a CL600 easy‐e valve assembly to be derated. Contact your Emerson Process Management sales office.

Educational Services

For information on available courses for Fisher EDR and ETR valves, as well as a variety of other products, contact:

Emerson Process Management

Educational Services - Registration

Phone: 1-641-754-3771 or 1-800-338-8158

E-mail: [email protected]

http://www.emersonprocess.com/education

Instruction Manual

D100391X012

EDR and ETR Valves

March 2016

CAP SCREWS

INDICATOR SCALE

STEM LOCKNUTS

YOKE LOCKNUT

STEM CONNECTOR

INDICATOR DISK

ACTUATOR YOKE

PACKING FLANGE NUTS

BONNET

Figure 2. Actuator Mounting

W2080‐1

Table 2. Available Valve Constructions

VALVE

DESIGN

VALVE

SIZE,

NPS

VALVE MATERIAL AND END CONNECTION STYLE

Carbon Steel, Alloy Steel, or Stainless Steel Valve Cast Iron Valve

Screwed RF or RTJ Flanged Butt‐

welding

Socket

Weld

CL125B

FF Flanged

CL250B

RF Flanged

CL150 CL300 CL600

EDR

1, 1‐1/2, or 2

1‐1/4

2‐1/2, 3, or 4

‐ ‐ ‐

ETR

1, 1‐1/2, or 2

1‐1/4

2‐1/2, 3, or 4

‐ ‐ ‐

X = Available Construction

Instruction Manual

D100391X012

EDR and ETR Valves

March 2016

Installation

WARNING

Always wear protective gloves, clothing, and eyewear when performing any installation operations.

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 on the valve and actuator nameplates. Use

pressure‐relieving devices as required by accepted industry, local, state, or Federal codes, and good engineering practices.

Check with your process or safety engineer for any other hazards that may be present from exposure to 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

The valve configuration and construction materials were selected to meet particular pressure, temperature, pressure drop,

and controlled fluid conditions. Because some body/trim material combinations are limited in their pressure drop and

temperature range capabilities, do not exceed these conditions without first contacting your Emerson Process

Management sales office.

Inspect the valve and pipelines to ensure they are not damaged, are clean, and free of foreign material.

1. Before installing the valve, inspect the valve and associated equipment for any damage and any foreign material.

2. Make certain the valve body interior is clean, that pipelines are free of foreign material, and that the valve is

oriented so that pipeline flow is in the same direction as the arrow (see figure 2) on the side of the valve.

3. The control valve assembly can be installed in any orientation unless limited by seismic criteria. However, the

normal method is with the actuator vertical above the valve body (see figure 2). Other positions may result in

uneven valve plug and cage wear, and improper operation. With some valves, the actuator may also need to be

supported when it is not vertical. For more information, consult your Emerson Process Management sales office.

4. Use accepted piping and welding practices when installing the valve in the line. If a post‐weld heat treatment

process is to be applied to the valve end connections, and the valve has composition or elastomer trim parts,

remove the trim to avoid damage to the soft parts.

CAUTION

Depending on valve body materials used, post weld heat treating may be required. If so, damage to internal elastomeric

and plastic parts, as well as internal metal parts is possible. Shrunk‐fit pieces and threaded connections may loosen. In

general, if post weld heat treating is to be performed, all trim parts should be removed. Contact your Emerson Process

Management sales office for additional information.

5. If continuous operation is required during inspection or maintenance, install a three‐valve bypass around the

control valve assembly.

6. If the actuator and valve are shipped separately, refer to the actuator mounting procedure in the appropriate

actuator instruction manual and also see figure 2.

WARNING

Personal injury could result from packing leakage. Valve packing was tightened prior to shipment; however some

readjustment will be required to meet specific service conditions.

Instruction Manual

D100391X012

EDR and ETR Valves

March 2016

Maintenance

WARNING

Avoid personal injury from sudden release of process pressure. 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

on both sides of the valve. Drain the process media from both sides of the valve.

D Vent the power 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.

Valve parts are subject to normal wear and must be inspected and replaced as necessary. Inspection and maintenance

frequency depends on the severity of service conditions. This section includes instructions for trim maintenance,

packing maintenance, and packing lubrication. All maintenance operations may be performed with the valve installed

in the pipeline.

Note

If the valve has ENVIRO‐SEALtlive‐loaded packing installed (figure 8, 9, or 10), see the Fisher instruction manual entitled

ENVIRO‐SEAL Packing System for Sliding‐Stem Valves (D101642X012) for packing instructions.

Trim Maintenance

Disassembly

Note

Whenever a gasket seal is disturbed by removing or shifting gasketed parts, install a new gasket upon reassembly. This is necessary

to ensure a good gasket seal.

Key number locations are shown in figure 11 or 12 unless otherwise indicated.

Instruction Manual

D100391X012

EDR and ETR Valves

March 2016

Figure 3. Valve Plug Assembly

STEM

DISK SEAT

DISK

VALVE PLUG

CAGE

CASTLE NUT

COTTER PIN

ETR OR EDR

NOTE:

ETR USES A SEAL RING (KEY 24) AND A BACKUP RING (KEY 25) (SEE FIGURE 11).

40A5479‐B

B2360

CAUTION

Take care when removing the bottom flange (key 31) in the following procedure, to prevent possible product damage from

parts unexpectedly falling out of the valve body.

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 shut off all pressure lines to the power

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

effect while you work on the equipment. When removing the bottom flange (key 31), be careful that the cage and

other parts are not damaged by unexpectedly falling out of the valve body. Remove the nuts (key 16) or cap screws

from the bottom flange.

2. Removing the valve plug from the valve body, the valve plug can be removed independently of the valve stem by

removing the cotter pin and castle nut (keys 30 and 8). Then, slide the valve plug out of the cage (see figure 3).

D Disconnect the stem connector, and loosen the packing flange nuts (see figure 2).

D Move the valve stem away from the actuator stem allowing room to remove the indicator disk and stem locknuts.

Remove the parts indicated.

D Remove the valve plug by pulling the valve plug/stem assembly through the packing and out of the bottom of the

bonnet.

D If the valve plug is to be re‐used but the stem needs to be replaced, drive the pin (key 8) out of the plug/stem

assembly and unscrew the valve stem.

CAUTION

Take care during disassembly in the following procedure, to prevent possible damage to sealing surfaces.

Instruction Manual

D100391X012

EDR and ETR Valves

March 2016

3. Remove the seat ring (key 9), gaskets (keys 10, 11, 12, and 13), and any remaining parts if they did not come out

with the valve plug. If the seat ring (key 9) is stuck in the valve body, strike the outside of the valve body at the seat

ring line with a rubber hammer while pulling down on the seat ring. Carefully remove the seat ring without

damaging sealing surfaces.

If necessary, machine or grind metal seats before installing the piston ring/seal ring or packing, or refer to the Lapping

Metal Seats procedure in this section.

CAUTION

The pressure balancing holes in the valve plug are necessary for the proper and safe operation of the valve. Inspect the

balancing holes every time the valve is disassembled for service. Any build-up, blockage, or clogging of the balance holes

should be removed.

Lapping Metal Seats

A certain amount of leakage should be expected with metal‐to‐metal seating in any valve body. If the leakage

becomes excessive, however, the condition of the seating surfaces of the valve plug and seat ring can be improved by

lapping. (Deep nicks should be machined out rather than ground out.) Use a good quality lapping compound of a

mixture of 280 to 600‐grit.

Assemble the valve to the extent that the seat ring (key 9), cage (key 3), cage adaptor (key 4, if used), and bonnet are

in place. Also, remove the piston ring or seal ring from the valve plug (if used).

1. Insert the valve stem (key 7) into the bonnet and thread the plug (key 2) onto the end of the stem. Make a simple

handle from a piece of strap iron; lock it to the valve with the stem locknuts.

2. Apply the lapping compound to the seating surfaces. Rotate the handle alternately in each direction to lap the

seats. After lapping the seats, remove the valve plug and stem, then clean all parts. Repeat the lapping procedure if

necessary.

Trim Assembly

Carefully clean all gasket surfaces. Use new gaskets during reassembly of the valve.

Table 3. Valve Body‐to‐Flange Nut Torques(3)

VALVE

SIZE,

NPS

TORQUES(1)

SA193‐B7 SA193‐B8M(2)

NSm LbfSft NSm LbfSft

1 and 1‐1/4 129 95 64 47

1‐1/2, 1‐1/2 x 1, 2, or 2 x 1 96 71 45 33

2‐1/2, 2‐1/2 x 1‐1/2, or 3 x 1‐1/2 129 95 64 47

3, 3 x 2, 3 x 2‐1/2, or 4 x 2 169 125 88 65

4, 4 x 2‐1/2, or 4 x 3 271 200 156 115

1. Determined from laboratory tests.

2. SA193‐B8M annealed.

3. For other materials, contact your Emerson Process Management sales office.

Replacing the Seal or Piston Ring

CAUTION

Be careful not to scratch the surface of the ring groove in the valve plug (key 2), or the new ring may not seal properly.

Instruction Manual

D100391X012

EDR and ETR Valves

March 2016

D For EDR, if the piston ring (key 6) is visibly damaged, remove the ring and replace it with a new part. Refer to the

Parts List at the end of this manual for a replacement part.

D For ETR, if the seal ring and backup ring (keys 24 and 25) are visibly damaged, remove the rings by prying or cutting

them from the groove. Be careful not to scratch valve plug surfaces. Refer to the Parts List at the end of this manual

for replacement parts.

Assembling the Valve Plug and Stem

1. For EDR and ETR, perform the following steps:

D Insert the stem (key 7) into the plug (key 2, figure 3) and thread the castle nut (key 8) onto the end of the stem and

hand tighten.

CAUTION

To prevent possible product damage, take care that the stem and plug are not damaged during the following tightening

procedure.

D When tightening the castle nut with a wrench, line up the hole in the end of the stem with a slot in the castle nut.

Ensure that the stem and plug are not damaged during the tightening procedure.

D Insert the cotter pin (key 30) and lock it in place.

Installing the Piston Rings or Backup Ring/Seal Rings

1. For EDR: When using a carbon‐filled PTFE piston ring, spread the ring apart slightly at the split, start one end of the

split into the groove in the valve plug. Work the ring around the valve plug inserting the ring into the groove in the

valve plug.

The replacement graphite piston rings will arrive in one piece. Use a vise with smooth or tapered jaws to break the

replacement piston ring into two halves. Place the new ring in the vise so that the jaws compress the ring into an oval.

Compress the ring slowly until the ring snaps on both sides. If one side snaps first, do not try to tear or cut the other

side. Instead, keep compressing the ring until the other side snaps. The piston ring can also be fractured by scoring and

snapping over a hard surface such as a table edge. Sawing or cutting the ring is not recommended.

2. For ETR: Apply a lubricant to both backup and seal rings (keys 25 and 24). Place the backup ring over the stem (key

7) and into the groove in the valve plug (key 3). Slowly and gently stretch the seal ring over the valve plug and work

it into the groove. Stretching the ring over the valve plug can cause it to appear too large for the groove, but it will

contract to its original size when inserted into the cage.

CAUTION

When installing the EDR or ETR valve plug into the cage, make sure the piston or seal ring is evenly engaged in the entrance

chamfer of the cage to avoid damage to the ring.

Note

Use the preceding procedures to assemble the valve plug and stem before installing the parts into the valve body. Insert the valve

plug into the cage (figure 3), then stack the parts as recommended in steps below.

Instruction Manual

D100391X012

EDR and ETR Valves

March 2016

Installing the Parts into the Valve Body

1. Stack the valve trim parts using figures 11 and 12 to determine the sequence of parts.

2. Lubricate the stud bolts (key 15) before installing the valve trim into the valve body. (Note: For ease of installing

trim parts, remove all packing parts from the packing box before installing the trim parts.)

3. When inserting the stack of trim parts into the valve body, carefully align the parts in the recess of the valve body.

4. Slide the bottom flange onto the stud bolts (key 15). Secure the bottom flange (key 31) in place on the valve body

with the hex nuts (key 16). Tighten the hex nuts to the torque value shown in table 3.

5. Torque the nuts in a criss‐cross pattern. Repeat the pattern until all nuts are torqued to the value indicated in table

6. Refer to the Packing Maintenance procedures below.

Packing Maintenance

This procedure covers PTFE V‐ring, graphite ribbon/filament, and PTFE composition packing rings. Key numbers refer

to figure 5 for PTFE V‐ring packing and PTFE/composition packing, unless otherwise indicated.

Note

If the valve has ENVIRO‐SEAL live‐loaded packing installed (figure 8, 9, or 10), see the Fisher instruction manual entitled

ENVIRO‐SEAL Packing System for Sliding‐Stem Valves (D101642X012) for packing instructions.

For all except spring‐loaded packing, if the packing is relatively new and tight on the stem, and if tightening the

packing flange nuts does not stop the leakage, it is possible that the valve stem is worn or nicked so that a seal cannot

be made. If the leakage comes from the outside diameter of the packing follower, it is possible that the leakage is

caused by nicks or scratches around the inside of the packing box wall.

For spring‐loaded single PTFE V‐ring packing, the spring (key 8) maintains a sealing force on the packing. If leakage is

noted around the packing follower (key 13), check to be sure the shoulder on the packing follower is touching the

bonnet. If the shoulder is not touching the bonnet, tighten the packing flange nuts (key 5, figure 4) until the shoulder

is against the bonnet. If leakage cannot be stopped in this manner, proceed to the Removing Packing and Installing

Packing procedures below.

Removing Packing

WARNING

Refer to the WARNING at the beginning of the Maintenance section in this instruction manual.

The packing may have been removed in earlier steps, or during trim maintenance procedures. Use the following steps,

when necessary, to remove packing and associated assemblies.

Key number locations for packing parts are shown in figures 5 and 6. For valve parts and the live loaded packing

system, refer to figures 8 through 10 (in the Parts List section), for key number locations.

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 shut off all pressure lines to the power

Instruction Manual

D100391X012

EDR and ETR Valves

March 2016

actuator and release all pressure from the actuator. Use lock‐out procedures to be sure that the above measures

stay in effect while you work on the equipment.

2. Exhaust all actuator pressure, disconnect the operating lines from the actuator, and disconnect any leakoff piping

from the actuator. Relieve any actuator precompression from the stem connector. (If necessary, refer to the

appropriate actuator instruction manual for warnings, cautions, and disassembly procedures.)

3. When removing the bottom flange (key 31), be careful that the cage and other parts are not damaged by

unexpectedly falling out of the valve body. Remove the nuts (key 16) or cap screws from the bottom flange.

4. To remove the packing for maintenance, disconnect the stem connector (see figure 2). Remove the yoke locknut,

and lift the actuator off the valve.

5. Remove the packing flange nuts (key 5, figure 4), packing flange (key 15), upper wiper (key 12), and packing

follower (key 13). If maintaining the packing while the valve stem is in place, ensure that the valve stem surface is

not scratched or marred while working with the packing.

Table 4. Recommended Torque for Packing Flange Nuts

VALVE STEM

DIAMETER PRESSURE

RATING

GRAPHITE PACKING PTFE PACKING

Minimum Torque Maximum Torque Minimum Torque Maximum Torque

mm Inches NSm LbfSin NSm LbfSin NSm LbfSin NSm LbfSin

9.5 3/8

CL125, 150 3 24 5 48 1 12 3 24

CL250, 300 4 36 7 60 2 18 3 30

CL600 5 48 8 72 3 24 4 36

12.7 1/2

CL125, 150 5 48 8 72 3 24 4 36

CL250, 300 7 60 10 84 3 30 5 42

CL600 10 84 14 120 5 42 7 60

19.1 3/4

CL125, 150 11 96 16 144 5 48 8 72

CL250, 300 14 120 20 180 7 60 10 90

CL600 20 180 30 264 10 90 15 132

Figure 4. Bonnet Assembly

PACKING

BOX

NOTE:

REFER TO FIGURE 5 OR 6 FOR PACKING ARRANGEMENTS.

10A6681‐A

CAUTION

To prevent possible product damage, avoid scratching the packing box walls when removing old packing parts. Also

inspect valve stem threads and packing box surfaces for sharp edges which may damage packing.

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