SH 8015 EN

Translation of original instructions

Type 3241 Globe Valve

Edition June 2022

Definition of signal words

! DANGER ! NOTICE
Hazardous situations which, if not avoided, Property damage message or malfunction
will result in death or serious injury

Note
! WARNING Additional information
Hazardous situations which, if not avoided,
could result in death or serious injury
Tip
Recommended action

2 SH 8015 EN
Purpose of this manual
The Safety Manual SH 8015 contains information relevant for the use of the Type 3241
Globe Valve in safety-instrumented systems according to IEC 61508 and IEC 61511. The
safety manual is intended for planners, constructors and operators of safety-instrumented
systems.

! NOTICE
Risk of malfunction due to incorrect installation or start-up of the device.
Î Refer to the mounting and operating instructions on how to install and start-up the de-
vice.
Î Observe the warnings and safety instructions written in the mounting and operating in-
structions.

Further documentation
The documents listed below contain descriptions of the start-up, functioning and operation of
the valve. You can download these documents from the SAMSON website.

Type 3241 Globe Valve

u T 8015: Data sheet (DIN)
u T 8012: Data sheet (ANSI)
u T 8012-2: Data sheet (JIS)
u T 8015-1: Data sheet for PSA version (DIN)
u T 8012-1: Data sheet for PSA version (ANSI)
u T 8016: Data sheet for version with safety function
u T 8020-2: Data sheet for Type 3241-Gas (valve class D)
u EB 8015: Mounting and operating instructions (DIN)
u EB 8012: Mounting and operating instructions (ANSI, JIS)
u EB 8020: Mounting and operating instructions for Type 3241-Gas

Note
In addition to the valve documentation, observe the technical documentation for the actuator
and valve accessories.

SH 8015 EN 3
 Contents

1 Field of application.........................................................................................5
1.1 General.........................................................................................................5
1.2 Use in safety-instrumented systems...................................................................5
1.1 Versions and ordering data.............................................................................5
1.3 Mounting.......................................................................................................5
2 Technical data................................................................................................7
3 Safety-related functions..................................................................................8
3.1 Safety-related fail-safe action...........................................................................8
3.2 Fail-safe action...............................................................................................8
3.3 Protection against unauthorized changes to the configuration.............................8
4 Installation and start-up..................................................................................9
5 Required conditions........................................................................................9
5.1 Selection........................................................................................................9
5.2 Mechanical and pneumatic installation...........................................................10
5.3 Operation....................................................................................................10
5.4 Maintenance................................................................................................10
6 Proof testing (periodic testing).......................................................................11
6.1 Visual inspection to avoid systematic failure....................................................12
6.2 Function testing.............................................................................................12
7 Repairs........................................................................................................13
8 Safety-related data and certificates...............................................................14

4 SH 8015 EN
 Field of application

1 Field of application

1.1 General
The SAMSON Type 3241 Globe Valve in combination with an actuator (e.g. Type 3271 or
Type 3277 Pneumatic Actuator) is designed to regulate the flow rate, pressure or temperature
of liquids, gases or vapors.

1.2 Use in safety-instrumented systems

The valve can be used in safety-instrumented systems according to IEC 61508 and
IEC 61511. The valve can be used in safety-instrumented systems up to SIL 2 (single device)
and SIL 3 (redundant configuration) on observing the requirements of IEC 61508.
The safety-instrumented function of the valve is to be regarded as a Type A element in accor-
dance with IEC 61508-2.

Note
TThe architecture and the interval between proof tests must be considered in order to achieve
the safety integrity level.

Tip
The diagnostic coverage can be increased and, as a result, the probability of failure on
demand reduced by mounting a positioner with diagnostic capabilities on the control valve.

1.1 Versions and ordering data

Valves combined with actuators with travel stop and/or handwheel are not suitable for use
in safety-instrumented systems. All other versions are suitable for use in safety-instrumented
systems.

1.3 Mounting
The valve and actuator are normally delivered already assembled by SAMSON.

SH 8015 EN 5
Technical data

2 Technical data
Table 1:  DIN version
Valve size DN 15 to 250 15 to 150 15 to 300 15 · 25 · 40 · 50 · 80
Spheroidal
Cast iron EN- graphite iron Cast steel Forged
Cast steel Cast stainless Cast stainless Forged steel
Material GJL-250 EN-GJS-400- 1.6220/ stainless steel
1.0619 steel 1.4408 steel 1.4308 1.0460
(EN-JL1040) 18-LT 1.1138 1.4571
(EN-JS1049)
Pressure rating PN 10 · 16 16 · 25 10 · 16 · 25 · 40
Flanges All DIN versions
Type of
DIN EN 12627 only for DN 25, 40, 50, 80, 100,
connection Welding ends – –
150, 200, 250, 300
Seat-plug seal Metal seal · Soft seal · High-performance metal seal
Characteristic Equal percentage · Linear (according to Information Sheet u T 8000‑3)
Rangeability 50:1 for DN 15 to 50  ·  30:1 for DN 65 to 150  ·  50:1 for DN 200 and larger
Heating jacket Up to DN 100: PN 25  ·  DN 125 and larger: PN 16
Application range according to the technical specifications and the explosion protection certificates.
RFID tag (optional)
Documents u www.samsongroup.com > Service & Support > Electronic nameplate

Conformity

Temperature ranges in °C · Permissible operating pressures acc. to pressure-temperature diagrams (see Information Sheet
u T 8000‑2)
Body without insulating section –10 to +220
–10 to –10 to –10 5) to –50 to –50 to –50 to –10 5) to –50 to
Insulating section
+300 +350 +400 1) +450 2) +300 +300 2) +400 +450
–196 to –196 to –196 to
Long 3) – – –
+450 +300 +450
Body with
–10 to –10 to –10 5) to –50 to –50 to –50 to –10 5) to –50 to
Bellows seal
+300 +350 +400 1) +450 2) +300 +300 2) +400 +450
–196 to –196 to –196 to
Long 3) – – –
+450 +300 +450
Metal seal –196 to +450
Standard
Soft seal –196 to +220
Valve
plug PTFE ring –50 to +220 · Lower temperatures on request
Balanced
With graphite ring 220 to 450
RFID tag (optional) Max. permissible operating temperature: 85 °C
Leakage class according to IEC 60534‑4
Metal seal Standard: IV · High-performance metal seal: V 4)
Valve Soft seal VI
plug Standard: IV · With PTFE or graphite pressure-balancing ring
Balanced Metal seal
Special version: V · For high-performance (only with PTFE balancing ring) on request
1)
Special version: extended temperature range up to 450 °C when 3)
Long insulating section or bellows seal up to DN 150
pressurized parts are made of cast steel 1.0619 4)
Leakage class V for temperatures <–50 °C on request
2)
DN 200 and larger: down to –196 °C 5)
Version for lower temperatures on request

6 SH 8015 EN
 Technical data

Table 2:  ANSI version

Valve size NPS 1 to 10 ½ to 2 ½ to 12 ½, 1, 1½, 2, 3 2)

Cast stainless Cast stainless Forged

Cast iron Cast steel Cast steel Forged steel
ASTM material steel steel stainless steel
A126 B A216 WCC A352 LCC A105
A351 CF8M A351 CF8 A182 F316

Pressure rating Class 125 250 150/300 300

Flanges FF – RF 1) RF 1)
Type of
Welding ends – – ASME B16.25 –
connection
Thread – NPT – –
Seat-plug seal Metal seal · Soft seal · High-performance metal seal
Characteristic Equal percentage · Linear (according to Information Sheet u T 8000-3)
Rangeability 50:1 for NPS ½ to 2 · 30:1 for NPS 2½ to 6 · 50:1 for NPS 8 and larger
Heating jacket Class 150
Application range according to the technical specifications and the explosion protection certificates.
RFID tag (optional)
Documents u www.samsongroup.com > Service & Support > Electronic nameplate

Conformity

Temperature ranges in °C (°F) · Permissible operating pressures according to pressure-temperature diagram (see Information
Sheet u T 8000-2)
Body with standard bonnet –10 to +220 °C (14 to 428 °F)
–29 to +425
–29 to +232 –50...+450 3) –46...+345 –50...+450 3) –29...+425 –50...+450 3)
Insulating section in °C (°F) (–20 to
(–20 to +449) (–58...+842) (–50...+653) (–58...+842) (–20...+797) (–58..+842)
+797)
–196...+450 –196...+450 –196...+450
Long – – – –
Body (–320...+842) (–320...+842) (–320...+842)
with –29...+425
–29 to +232 –50...+450 3) –46...+345 –50...+450 3) –29...+425 –50...+450 3)
Bellows seal in °C (°F) (–20 to
(–20 to +449) (–58...+842) (–50...+653) (–58...+842) (–20...+797) (–58...+842)
+797)
–196...+450 –196...+450 –196...+450
Long – – – –
(–320...+842) (–320...+842) (–320...+842)
Metal seal –196 to +450 °C (–320 to +842 °F)
Standard
Soft seal –196 to +220 °C (–320 to +428 °F)
Valve plug

PTFE ring –50 to +220 °C (–58 to +428 °F) · Lower temperatures on request

Balanced With graphite
220 to 450 °C (428 to 842 °F)
ring
RFID tag (optional) Max. permissible operating temperature: 85 °C (185 °F)
Leakage class according to ANSI/FCI 70‑2
Metal seal Standard: IV · High-performance metal seal: V 4)
Standard
Valve plug

Soft seal VI
Standard IV · With PTFE or graphite balancing ring
Balanced Metal seal
Special version V · For high-performance (only with PTFE balancing ring) on request
1)
Other versions on request 3)
DN 200 and larger: down to –196 °C (–320 °F)
2)
NPS 3 only in A 105 4)
Leakage class V for temperatures <–50 °C (<–58 °F) on request

SH 8015 EN 7
Safety-related functions

Note
Technical data for the other versions (e.g. PSA, Type 3241-Gas) can be found in the corre-
sponding data sheets. See information under ‘Further documentation’.

3 Safety-related functions

3.1 Safety-related fail-safe action

The valve, in combination with a pneumatic actuator, controls the process medium flowing
through it. When the signal pressure acting on the actuator is changed, the springs in the ac-
tuator move the actuator stem downward or upward to close or open the valve. The fail-safe
action is triggered when no signal pressure is applied to the actuator.

3.2 Fail-safe action

The signal pressure is normally applied to the actuator. The actuator is vented upon demand
as part of the safety-instrumented function. As soon as the actuator is vented (signal pres-
sure = atmospheric pressure), the spring forces cause the actuator stem to move to the fail-
safe position. The valve is completely open or completely closed.
Depending on the actuator's direction of action (see the associated actuator documentation),
the valve has one of the following fail-safe positions:
− "Actuator stem extends" fail-safe action: in the event of emergency, the springs move the
actuator stem downward and close the valve.
− "Actuator stem retracts" fail-safe action: in the event of emergency, the springs move the
actuator stem upward and open the valve.

3.3 Protection against unauthorized changes to the configuration

The valve's fail-safe position depends on the mounted actuator's direction of action. The ac-
tuator's direction of action can be reversed. However, this is not possible while the process is
running.

8 SH 8015 EN
 Installation and start-up

4 Installation and start-up

The valve is delivered ready to install and can be installed into the pipeline without the need
for any additional installation work. Refer to the valve documentation on how to install and
start-up the valve.
Î The valve must be installed with the actuator upright and on top of the valve.
Î Tilting or tipping over of the valve must be prevented.

Tip
We recommend checking the installation and start-up using a checklist. Examples of such
checklists are included in VDI 2180-5 and the SAMSON brochure WA 236 (Functional safe-
ty of globe valves, rotary plug valves, ball valves and butterfly valves).

5 Required conditions

! WARNING
Risk of malfunction due to incorrect selection or wrong installation and operating condi-
tions.
Î Only use valves in safety-instrumented systems if the necessary conditions in the plant are
fulfilled.

Tip
We recommend checking the necessary conditions using a checklist. Examples of such check-
lists are included in VDI 2180-5 and the SAMSON brochure WA 236 (Functional safety of
globe valves, rotary plug valves, ball valves and butterfly valves).

5.1 Selection
Î The suitability of the entire control valve assembly (valve, actuator, valve accessories) for
the intended use (pressure, temperature) has been checked.
Î The valve materials are suitable for the process medium.
Î The actuator is correctly sized based on the required transit time and thrust.

SH 8015 EN 9
Required conditions

5.2 Mechanical and pneumatic installation

Î The valve is installed properly into the pipeline as described in the mounting and operat-
ing instructions and the actuator is mounted on it. Valve accessories are mounted correct-
ly.
Î The prescribed direction of flow is observed. The arrow on the valve indicates the direc-
tion of flow.
Î The control valve is configured with the correct fail-safe position (stem extends or re-
tracts).
Î The tightening torques (e.g. for the flanged joints) are observed.
Î A strainer must be installed when the process medium contains solids, which could block
the valve.

! WARNING
The strainer may block the medium flow in a control valve assembly with “actuator stem
retracts” fail-safe action.
Î Valves with "actuator stem retracts" fail-safe action must not be fitted with a strainer.

5.3 Operation
Î The plug stem is not blocked.
Î The medium flow through the valve is not blocked.
Î The valve is only used in operating conditions that meet the specifications used for sizing
at the ordering stage.

5.4 Maintenance
Î Maintenance is only performed by fully trained, qualified operating personnel.
Î Only original parts are used for spare parts.
Î Service work is performed as described in the ‘Servicing’ section of the associated valve
documentation.

Tip
Contact SAMSON's After-sales Service concerning any work not described in the 'Servicing'
section in the associated valve documentation.

10 SH 8015 EN
 Proof testing (periodic testing)

6 Proof testing (periodic testing)

The proof test interval and the extent of testing lie within the operator's responsibility. The
operator must draw up a test plan, in which the proof tests and the interval between them
are specified. We recommend summarizing the requirements of the proof test in a check-
list.

! WARNING
Risk of dangerous failure due to malfunction in the event of emergency (valve does not
move to the fail-safe position).
Î Only use devices in safety-instrumented systems that have passed the proof test according
to the test plan drawn up by the operator.

To test the safety-instrumented function properly, the following requirements must be met:
− Valve and actuator are assembled together properly.
− The control valve is installed properly into the plant.

Regularly check the safety-instrumented function of the entire SIS loop. The test intervals are
determined, for example on calculating each single SIS loop in a plant (PFDavg).

Tip
We recommend performing the proof tests based on a checklist. An example of such a
checklist is included in the SAMSON brochure WA 236 (Functional safety of globe valves,
rotary plug valves, ball valves and butterfly valves).

SH 8015 EN 11
Proof testing (periodic testing)

6.1 Visual inspection to avoid systematic failure

To avoid systematic failure, inspect the valve regularly. The frequency and the scope of the in-
spection lie within the operator's responsibility. Take application-specific influences into ac-
count, such as:
− Blockage of plug stem
− Corrosion (destruction primarily of metals due to chemical and physical processes)
− Material fatigue
− Wear induced by the process medium
− Abrasion (material removed by solids contained in the process medium)
− Medium deposits
− Aging (damage caused to organic materials, e.g. plastics or elastomers, by exposure to
light and heat)
− Chemical attack (organic materials, e.g. plastics or elastomer, which swell, leach out or
decompose due to exposure to chemicals)

! NOTICE
Risk of malfunction due to the use of unauthorized parts.
Î Only use original parts to replace worn parts.

6.2 Function testing

Regularly check the safety-instrumented function according to the test plan drawn up by the
operator.

Note
Record any positioner faults and e-mail ([email protected]) them to
SAMSON.

12 SH 8015 EN
 Repairs

Safety-related fail-safe action

1. Supply the actuator with the signal pressure to allow the valve to move to the end posi-
tion (completely open or closed).
2. Disconnect the signal pressure. This must cause the valve to move to its fail-safe position.
3. Check whether the valve reaches the end position within the required time.
4. Check whether the maximum permissible leakage is observed.

Safety-instrumented function of valve accessories

Î Check the safety-instrumented function of valve accessories. Refer to the associated safety
manuals.

Tip
A smart positioner, limit switch or valve position transmitter can be used to support function
testing. Additionally, smart field units make it possible to run tests with a reduced proof test
coverage (PTC), such as partial stroke tests (PST), at shorter intervals than the proof test.

7 Repairs
Only perform the work on the valve described in the valve documentation.

! NOTICE
Safety-instrumented function will be impaired if repair work is performed incorrectly.
Î Only allow trained staff to perform service and repair work.

SH 8015 EN 13
Safety-related data and certificates

8 Safety-related data and certificates

The safety-related data are listed in certificate no. 968/V 1046.00/18 (see the following
pages).
The hardware and hardware fault tolerance were assessed by TÜV Rheinland® according to
route 2H of IEC 61508-2, clause 7.4.4.3.

14 SH 8015 EN
SH 8015 EN 15
 968/V 1046.00/18 - page 2

Hersteller / Holder: Samson AG

Weismüllerstr. 3
60314 Frankfurt am Main

Prüfgegenstand / Product tested: Globe Valve Series 240

Type 3241

Results of Assessment
Route of Assessment 2H / 1S
Type of Sub-system Type A
Mode of Operation Low Demand Mode
Hardware Fault Tolerance HFT 0
Lambda Dangerous
D 1.23 E-07 / h 123 FIT

Lambda Dangerous Undetected

assumed Diagnostic Coverage DC = 0 % DU 1.23 E-07 / h 123 FIT

Mean Time To Dangerous Failure MTTFD 8.16 E+06 h 931 a

Average Probability of Failure on Demand 1oo1
PFDavg(T1) 5.37 E-04
assumed Proof Test Interval T 1 = 1 year
Average Probability of Failure on Demand 1oo2
assumed Proof Test Interval T 1 = 1 year PFDavg(T1) 5.40 E-05
1oo2 = 10 %

Ursprung der Werte / Origin of values

Die angegebenen Werte sind das Ergebnis der Analyse der Feldrückmeldungen der letzten sieben Jahre.
Untersucht wurden zufällige und systematische Ausfälle, die in der Verantwortung des Herstellers liegen.

The stated values are the results of the analysis of field feedback of the last seven years. Random and
systematic failures which are the responsibility of the manufacturer were examined.

Systematische Sicherheitsintegrität / Systematic Capability

Der Entwicklungs- und Herstellungsprozess sowie das vom Hersteller in den relevanten Lebenszyklusphasen
des Produkts angewandte Management der funktionalen Sicherheit wurden auditiert und als geeignet für die
Herstellung von Produkten für Anwendungen mit einem maximalen Safety Integrity Level von 3 (SC 3)
bewertet.

The development and manufacturing process and the functional safety management applied by the
manufacturer in the relevant lifecycle phases of the product have been audited and assessed as suitable for
the manufacturing of products for use in applications with a maximum Safety Integrity Level of 3 (SC 3).

Wiederkehrende Prüfungen und Wartung / Periodic Tests and Maintenance

Die angegebenen Werte erfordern wiederkehrende Prüfungen und Wartungen, wie sie im
Sicherheitshandbuch beschrieben sind. Der Betreiber ist verantwortlich für die Berücksichtigung spezifischer
Umgebungsbedingungen (z.B. Sicherstellung der geforderten Medienqualität, max. Temperatur) und
adäquater Prüfzyklen.

The given values require periodic tests and maintenance as described in the Safety Manual.
The operator is responsible for the consideration of specific external conditions (e.g. ensuring of required
quality of media, max. temperature, time of impact), and adequate test cycles.

TÜV Rheinland Industrie Service GmbH, Am Grauen Stein, 51105 Köln / Germany

16 SH 8015 EN
SH 8015 EN 17
18 SH 8015 EN
SH 8015 EN 19
SH 8015 EN

2022-06-21 · English

SAMSON AKTIENGESELLSCHAFT
Weismüllerstraße 3 · 60314 Frankfurt am Main, Germany
Phone: +49 69 4009-0 · Fax: +49 69 4009-1507
[email protected] · www.samsongroup.com