Globe Valve Type 3241: Mounting and Operating Instructions EB 8015-1 EN

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Globe Valve

Type 3241

Fig. 1 · Type 3241 Globe Valve

Mounting and
Operating Instructions

EB 8015-1 EN
Edition June 2004
Contents

Contents Page
1 Design and principle of operation . . . . . . . . . . . . . . . . . . . 4
2 Assembling valve and actuator . . . . . . . . . . . . . . . . . . . . . 6
2.1 Travel adjustment . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
3 Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
3.1 Mounting position . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
3.2 Strainer, bypass . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
3.3 Test connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
4 Operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
5 Maintenance – Replacing parts. . . . . . . . . . . . . . . . . . . . . . 7
5.1 Standard valve version . . . . . . . . . . . . . . . . . . . . . . . . . 8
5.1.1 Stuffing box packing . . . . . . . . . . . . . . . . . . . . . . . . . . 8
5.1.2 Seat and/or plug . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
5.2 Valve with insulating section or metal bellows seal . . . . . . . . . . . 10
5.2.1 Stuffing box packing . . . . . . . . . . . . . . . . . . . . . . . . . 10
5.2.2 Plug . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
5.2.3 Seat . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
5.2.4 Metal bellows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
5.2.5 Reassembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
5.3 Replacing the collar or seal . . . . . . . . . . . . . . . . . . . . . . 14
6 Material identifying marks . . . . . . . . . . . . . . . . . . . . . . 16
7 Description of nameplates. . . . . . . . . . . . . . . . . . . . . . . 17
8 Customer inquiries . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Note!
Non-electrical control valves which do not have a valve body lined with an insulating mate-
rial coating do not have their own potential ignition source according to the risk assessment
in the rare incident of an operating fault, corresponding to EN 13463-1: 2001 paragraph
5.2, and therefore do not fall within the scope of the European Directive 94/9/EC.
Refer to paragraph 6.3 of EN 60079-14:1977 VDE 0165 Part 1 concerning connection to
equipotential bonding system.

2 EB 8015-1 EN
Safety instructions

General safety instructions

4 The control valve may only be mounted, started up or serviced by fully


trained and qualified personnel, observing the accepted industry codes and
practices. Make sure employees or third persons are not exposed to any
danger. All safety instructions and warnings in these mounting and
operating instructions, particularly those concerning assembly, start-up and
maintenance, must be observed.
4 The control valves fulfill the requirements of the European Pressure
Equipment Directive 97/23/EC. Valves with a CE marking have a
declaration of conformity that includes information about the applied
conformity assessment procedure. The declaration of conformity is available
on request.
4 For appropriate operation, make sure that the control valve is only used in
areas where the operating pressure and temperatures do not exceed the
operating values which are based on the valve sizing data submitted in the
order. The manufacturer does not assume any responsibility for damage
caused by external forces or any other external influence! Any hazards
which could be caused in the control valve by the process medium,
operating pressure, signal pressure or by moving parts are to be prevented
by means of the appropriate measures.
4 Proper shipping and appropriate storage of the control valve are assumed.

Caution!

4 For installation and maintenance work on the valve, make sure the relevant
section of the pipeline is depressurized and, depending on the process
medium, drained as well. If necessary, allow the control valve to cool down
or warm up to reach ambient temperature prior to starting any work on the
valve.
4 Prior to performing any work on the valve, make sure the lines for the
electrical or supply air as well as the control signal are disconnected or
blocked to prevent any hazards that could be caused by moving parts.

EB 8015-1 EN 3
Design and principle of operation

1 Design and principle of opera- electric control valve. Additionally, the valve
tion can be fitted with a hand-operated actuator.
Thanks to the modular design, the actuators
The single-seated Type 3241 Globe Valve can be exchanged, and the standard ver-
can be combined with different actuators to sion of the valve can be supplemented to
form either a pneumatic control valve or an form a version with insulating section or
metal bellows seal.

Micro-trim element
15 Plug stem
16 Seat body
17 Valve plug
18 Spring
19 Seat nut

Fig. 2 · Sectional drawing of Type 3241 in nominal sizes DN 15 to 150

4 EB 8015-1 EN
Design and principle of operation

In the micro-flow valve version, a mi- the plug (3) is changed by the signal pres-
cro-trim element is installed in the valve sure acting on the diaphragm of the actua-
body instead of the usual seat-plug assem- tor (bench range). Plug (3) and actuator
bly. stem (8.1) are connected via the stem con-
The process medium flows through the valve nector (7) and sealed by the spring-loaded
in the direction indicated by the arrow. The ring packing (4.2).
position of the plug (3) determines the flow
through the valve seat (2). The position of

Travel adjustment (with a valve closed)

DN Dimension A

15 to 80 75 ± 0.1

100 to 150 90 ± 0.1

200 and 250 165 (225)

1. Valve body
1.1 Nuts
1.2 Gasket
2 Seat
3 Plug
4.1 Spring
4.2 Packing
5 Valve bonnet
5.2 Threaded bushing
5.3 Travel indicator scale
6 Plug stem
6.1 Stem connector nut
6.2 Lock nut
6.3 Yoke
(DN 200 and 250)
7 Stem connector
8 Actuator
8.1 Actuator stem
8.2 Nut

Fig. 3 · Sectional drawing of Type 3241 in nominal sizes DN 200 and 250

EB 8015-1 EN 5
Assembling valve and actuator

2 Assembling valve and actuator Note!


The valve must be installed with as
Note! little vibration as possible and free of
Refer to the Mounting and Operating In- stress.
structions of the corresponding actuator for Flush the pipeline thoroughly before
assembly. installation.

Note!
2.1 Travel adjustment Do not insulate control valves which
must conform to NACE MR 0175.
When valve and actuator are shipped sepa-
rately, dimension A, which extends from the
top of the stem connector nut (6.1) to the top 3.2 Strainer, bypass
of the valve bonnet (yoke), is adjusted ac-
cording to the table in Fig. 3. We recommend you to install a SAMSON
Type 2 Strainer upstream of the valve body.
Check this dimension on assembly and, if
We also recommend to install a shut-off
necessary, readjust it by turning the stem
valve both upstream of the strainer and
connector nut.
downstream of the valve, as well as a by-
pass, so that you do not need to shut down
3 Installation the plant for maintenance.

3.1 Mounting position 3.3 Test connection


The valve can be mounted in any desired If there is a test connection (G 1/8) at the
position. However, vertical installation with upper flange of a valve version with metal
the actuator pointing upwards is preferable bellows seal (Fig. 6), you can check the
for valves in nominal size DN 100 or larger. tightness of the bellows there.
Otherwise, difficulties during maintenance Particularly for liquids and vapors, we rec-
work can occur. ommend you to install a suitable leak indi-
For valves with insulating section or metal cator at the test connection, such as a con-
bellows seal, or for actuators weighing more tact pressure gauge, an outlet into an open
than 50 kg, mount a suitable support or sus- vessel or an inspection window.
pension for the actuator.

6 EB 8015-1 EN
Operation

4 Operation Note!
Before servicing or disassembling the
As the operating instructions only apply
control valve, depressurize the con-
when the valve is used in conjunction with
cerned section of the plant and drain
an actuator, refer to the associated Mount-
it, if necessary, depending on the
ing and Operating Instructions of the actua-
medium used.
tor mounted on the valve.
Wait until the medium has cooled
down, if necessary.
As valves are not free of cavities,
5 Maintenance – Replacing parts there might still be residual medium
in the valve.
The control valve is subject to natural wear, This applies, in particular, for valve
especially at the seat, plug and packing. versions with insulating section and
Depending on the application, the valve metal bellows seal.
needs to be checked regularly to prevent We recommend removing the valve
against possible failures. from the pipeline.
If leakage occurs, this could be caused by a
damaged packing or a defective metal bel- Caution!
lows. On performing any work on the
If the valve does not seal properly, the tight valve body, first shut off the electric
shut-off may be impeded by dirt or other im- or pneumatic auxiliary energy sup-
purities caught between the seat and plug, ply and block it as well as interrupt
or by damaged seat joints. the control signals to prevent any
Remove the parts, clean them thoroughly hazards caused by moving parts.
and replace them, if necessary. Remove the actuator from the valve
before carrying out any work on the
valve body.
Note!
Suitable seat and special tools as well as the
appropriate tightening torques required for
installation are listed in EB 029 EN (formerly
WA 029 EN) which can be viewed on the
Internet at http://www.sam-
son.de/pdf_en/e00290en.pdf.

EB 8015-1 EN 7
Maintenance – Replacing parts

5.1 Standard valve version 4. Pull all stuffing box parts out of the pack-
ing chamber using a suitable tool. Re-
5.1.1 Stuffing box packing place damaged parts.
Clean packing chamber thoroughly.
1. Remove the body nuts (1.1) as well as 5. Remove the gasket (1.2) and carefully
the valve bonnet (5) together with the clean sealing surfaces in the valve body
plug stem and plug from the body. and on the bonnet.
2. Unscrew the stem connector nut and lock 6. Apply lubricant (order no. 8150-0111)
nut (6.1 and 6.2) from the plug stem. to all the packing parts and the plug
3. Unscrew the threaded bushing (5.2) out stem (6).
of the stuffing box. Pull the plug stem to- 7. Slide the plug stem with plug into the
gether with the plug out of the valve valve bonnet.
bonnet.

5.2
5.2

4.2

4.2
4.3

4.1
4.3
4.1
4 Packing
4.1 Spring
5 6
4.2 PTFE ring packing or
packing rings
6 6.3
4.3 Washer
5 Bonnet 5
5.2 Threaded bushing
6 Plug stem
6.3 Yoke

Fig. 4 · Stuffing box packing

8 EB 8015-1 EN
Maintenance – Replacing parts

8. Insert a new gasket (1.2) into the body. larger, the entire sealing ring can be ex-
Carefully place the valve bonnet onto the changed, if necessary (the plug parts are
valve body and secure with nuts (1.1). screwed together).
9. Carefully slide the stuffing box parts
Seat:
over the plug stem into the packing
chamber. Make sure to keep the proper 4 Unscrew the seat (2) using the appropri-
order. ate seat wrench (see EB 029 EN).
Screw in the threaded bushing (5.2) and Apply lubricant (order no. 8150-0119)
tighten. to the thread and sealing cone of the
10. Loosely screw the lock nut (6.2) and new seat (or possibly the old seat when it
stem connector nut (6.1) onto the plug has been reworked or thoroughly
cleaned) and screw it in.
stem.
11. Adjust the travel as described in section
Micro-flow valve version
2.1 and mount the actuator.
In this version, the complete micro-trim ele-
5.1.2 Seat and/or plug ment (Fig. 2) can be unscrewed from the
valve body using a socket wrench (width
We recommend you to also replace the across flats 27) and disassembled for clean-
packing (4.2) when exchanging the seat ing.
and plug. If any parts are damaged, exchange the en-
To exchange the packing, proceed as de- tire micro-trim element.
scribed in section 5.1.1.

Plug:

4 Remove the old plug and replace it with


a new plug with plug stem. It is possible Seat bore x [mm]
to use the old plug again, provided it
12 0.5
has been reworked properly. Apply lu-
bricant (order no. 8150-0111) to the 24...48 1.0
plug stem before installation. 63...80 2.0

100...200 2.5
Reworking the plug x
w

4 Slight damage at the sealing edges of R0


.3
the plug can be eliminated by re-turning
it on a lathe. Soft-sealing plugs can only
be reworked until dimension x (Fig. 5) is 30
˚
reached, and if the seat bore exceeds
12 mm. For seat bores of 63 mm and Fig. 5 · Plug with soft sealing

EB 8015-1 EN 9
Maintenance – Replacing parts

5.2 Valve with insulating section 5.2.2 Plug


or metal bellows seal
When exchanging the plug, check the pack-
ing (4.2) or, preferably, replace it as de-
5.2.1 Stuffing box packing scribed in section 5.1.
1. Remove the stem connector nut and lock DN 15 to DN 150: To unscrew the plug (6)
nut (6.1 and 6.2) from the plug stem ex- from the plug stem extension (6.3), screw
tension (6.3). Unscrew the threaded two nuts onto the protruding thread of the
bushing (5.2) out of the stuffing box. extension to hold the plug stem extension in
2. Remove nuts (5.4) and carefully lift the place.
bonnet (5) over the plug stem extension.
3. Pull all packing parts out of the packing Caution!
chamber using a suitable tool. To prevent damage to the version
Replace damaged parts. Clean packing with the bellows seal (no bellows in
the version with insulating section),
chamber thoroughly.
make sure no torque is transmitted to
4. Remove the gasket (5.5) in the interme-
the bellows, which is connected to
diate piece (12) and carefully clean the the intermediate piece. We recom-
sealing faces. mend you to use a clamping tool
5. Apply lubricant (order no. 8150-0111) (see EB 029 EN).
to all the packing parts and the plug
stem (6).
6. Insert a new gasket (5.5) in the interme- 1. Remove the nuts (1.1).
diate piece. Carefully place the bonnet 2. Remove the intermediate piece (12) to-
over the plug stem extension onto the gether with the plug stem extension, plug
bonnet and secure with nuts (5.4). stem and plug from the valve body.
7. Carefully slide the stuffing box parts 3. Remove gasket (1.2) and carefully clean
over the plug stem extension into the the sealing faces in the valve body and
packing chamber. Make sure to keep on the intermediate piece.
the proper order. Screw in the threaded 4. Use an appropriate wrench to hold the
bushing (5.2) and tighten. nuts stationary, which are screwed onto
8. Loosely screw the lock nut (6.2) and the plug stem extension. Clamp the plug
stem connector nut (6.1) onto the plug stem using a suitable tool and screw it
stem. out of the plug stem extension.
9. Adjust the travel as described in section Caution! Do not twist the plug stem ex-
2.1 and mount the actuator. tension with the welded-on bellows!
5. Apply lubricant (order no. 8150-0111)
to the end of the plug stem (6) of the
new or old, reworked plug (3).

10 EB 8015-1 EN
Maintenance – Replacing parts

1.1 Nuts 6 Plug stem


1.2 Gasket 6.1 Stem connector nut
3 Plug 6.2 Lock nut
3.5 Tension ring 6.3 Plug stem extension
3.6 Flange 6.4 Washers
3.7 Screws 6.5 Nut (DN 15 to DN 150)
4.2 Packing 6.6 Metal bellows
5 Bonnet 6.7 O-ring
5.2 Threaded 6.8 O-ring (DN 200/250)
bushing 11 Test connection
5.4 Bolts 12 Intermediate piece
5.5 Gasket

DN 15 to 150
(forged steel body)

DN 200 and 250


(with flow divider)

Fig. 6 · Version with metal bellows and insulating section

EB 8015-1 EN 11
Maintenance – Replacing parts

Check whether the two washers (6.4) 5.2.4 Metal bellows


are still in the plug stem extension (6.3).
Screw the plug stem firmly into the plug DN 15 to DN 150:
stem extension (6.3); tightening torque is
1. Unscrew the plug (3) together with the
50 Nm for Ø 10 mm and 80 Nm for
plug stem (6) from the plug stem exten-
Ø 16 mm.
4 To complete assembly, refer to section
sion (6.3) as described for replacing the
seat in section 5.2.2.
5.2.5.
2. Unscrew the nut (6.5) using a SAMSON
DN 200 and DN 250: socket wrench (see EB 029 EN).
3. Pull the plug stem extension with the
1. Remove the nuts (1.1). welded-on metal bellows (6.6) out of the
2. Remove the intermediate piece (12) to- intermediate section (12).
gether with the plug stem extension, plug 4. Clean the sealing faces on the intermedi-
stem and plug from the valve body. ate piece.
3. Remove gasket (1.2) and carefully clean 5. Insert a new plug into the intermediate
the sealing faces in the valve body and piece and screw down the nut (6.5).
on the intermediate piece.
4. Remove the hexagon head screws (3.7),
Caution!
tension ring (3.5) and flange (3.6). Do not twist the metal bellows!
5. Unscrew the plug from the plug stem. To
do so, use a suitable tool to hold the
plug stem in place, so that the metal bel- 6. Check whether both washers (6.4) are
lows, which is welded onto the plug still in the plug stem extension (6.3).
stem, cannot be twisted. Apply lubricant (order no. 8150-0111)
6. Screw a new plug with tension ring and to the thread of the plug stem and firmly
flange to the plug stem. screw the plug stem into the plug stem
4 To complete assembly, refer to section extension (6.3) with a tightening torque
5.2.5. of 50 Nm for a plug stem diameter of
In the version with insulating section, there 10 mm and 80 Nm for a diameter of
are no parts 3.5, 3.6 and 3.7. Plug (3) and 16 mm.
plug stem(6) form one piece.
DN 200 and DN 250:
5.2.3 Seat
1. Unscrew the plug (3) from the plug stem
Replace the seat (2) as described in section as described in section 5.2.2.
5.1.2. Pull the plug stem (6) together with the
metal bellows (6.6) upwards, out of the
intermediate piece (12).

12 EB 8015-1 EN
Maintenance – Replacing parts

2. Replace the O-ring (6.7) and insert a


new plug stem with metal bellows (6.6).
3. Screw on the plug and secure with the
tension ring (3.5), flange (3.6) and
screws (3.7).

5.2.5 Reassembly
1. Insert a new gasket (1.2) into the valve
body. Place the intermediate piece (12)
onto the valve body (1) and secure with
nuts (1.1).
2. Insert a new gasket (5.5) into the inter-
mediate piece. Place the valve bonnet
(5) onto the intermediate piece and se-
cure with nuts and bolts (5.4).
Observe the tightening torques specified
in EB 029 EN.
3. Tighten the threaded bushing (5.2).
4. Loosely screw the lock nut (6.2) and
stem connector nut (6.1) onto the plug
stem extension (6.3) or plug stem.
5. Adjust the travel as described in section
2.1 and mount the actuator.

EB 8015-1 EN 13
Maintenance – Replacing parts

5.3 Replacing the collar or seal Completion of reassembly:

For version with pressure-balanced plug: 10. Insert a new gasket (1.2) into the valve
body. Carefully place the valve bonnet
1. Unscrew the stem connector nut and lock on the valve body and secure with nuts
nut (6.1 and 6.2) from the plug stem. (1.1). Observe the tightening torques
2. Remove the body nuts (1.1) and care- specified in EB 029 EN.
fully lift off the valve bonnet (5) with plug 11. Slide the stuffing box parts over the plug
stem (6). stem into the packing chamber. Make
3. Screw the threaded bushing (5.2) out of sure to keep the proper order.
the stuffing box. Pull plug stem and plug 12. Screw in the threaded bushing (5.2) and
(3) out of the bonnet. tighten.
4. Remove gasket (1.2) and carefully clean 13. Loosely screw the lock nut (6.2) and
the sealing faces in the valve body and stem connector nut (6.1) onto the plug
on the bonnet. stem.
14. Adjust the travel as described in section
DN 40:
2.1 and mount the actuator.
5. Pull the packing (4.2), washer (4.3) and
spring (4.1) out of the packing chamber DN 50 to DN 150:
using an appropriate tool. Replace dam- 5. Remove screw (3.4) with its locking de-
aged parts. vice and washer (3.3). Replace collar
6. Push out the bushing (3.2) and replace (3.1) with a new one.
the collar (3.1). 6. Insert washer (3.3). Thread down the
Clean the packing chamber thoroughly. screw (3.4) with its locking device.
7. Apply lubricant (order no. 8150-0111) 7. Apply lubricant (order no. 8150-0111)
to the bushing (3.2) and push it in to the packing parts, plug stem (6) and
again. contact faces of collar (3.1).
8. Also apply lubricant to the packing 8. Insert the plug stem and plug into the
parts, plug stem (6) and the contact valve bonnet.
faces of the collar (3.1). 4 Complete reassembly as described for
9. Insert the plug stem and plug into the DN 40, steps 10 to 14.
valve bonnet.

14 EB 8015-1 EN
Maintenance – Replacing parts

DN 200 and DN 250: 8. Apply lubricant (order no. 8150-0111)


to the packing parts, plug stem (6) and
5. Remove the screw (3.4) with its locking
contact faces of the collar (3.1).
device.
9. Insert the plug stem and plug into the
6. Lift off the ring (3.3) and replace collar
valve bonnet.
or seal (3.1).
7. Insert ring (3.3).
Thread down screw (3.4) and its locking 4 Complete reassembly as described for
device. DN 40, steps 10 to 14.

DN 40

DN 50

DN 65 and 80

3 Plug
3.1 Collar, O-ring
3.2 Bushing
3.3 Washer, ring
3.4 Screw
6 Plug stem

DN 100 to DN 150 DN 200 to DN 250

Fig. 7 · Pressure-balanced plugs

EB 8015-1 EN 15
Material identifying marks

6 Material identifying marks


Guide bushing, seat and plug have the fol-
lowing identifying marks:
Guide bushing (groove on plane face)
4 No groove: 1.4305
4 Sharp recessed groove: 1.4571
4 Flat recessed groove: Hastelloy
Seat
The material number according to DIN is ei-
ther stamped or engraved on the seat.
4 Stellited seats are marked by a
stamped-on "st".

Plug
Groove below the plug stem thread:
4 No groove: 1.4006
4 Sharp recessed groove: 1.4571
4 Two sharp recessed grooves: 1.4301
4 Flat recessed groove: Hastelloy
4 When other materials are used, either
the material number or its designation is
engraved on the plug.

The Kvs coefficient and characteristic are


engraved on the plug.
4 Stellited plugs are marked by an
engraved "st".

16 EB 8015-1 EN
Description of nameplates

7 Description of nameplates

1 Type designation
2 Modification index
1 CE marking or "Art. 3, Abs.3"
(see article 3, § 3 of PED), where applicable 3 Effective diaphragm area
2 Identification no. of notified body, fluid group and 4 Fail-safe action:
category, where applicable FA Actuator stem extends
FE Actuator stem retracts
3 Type designation
5 Travel
4 Modification index of valve
6 Bench range (spring range)
5 Material
7 Bench range with pretensioned springs
6 Year of manufacture
7 Nominal size: DIN: DN, ANSI: Size
8 Permissible excess pressure at room temperature
DIN: PN, ANSI: CL
9 Order number with modification index
10 Position of item in order
11 Flow coefficient:
DIN: KVS, ANSI: Cv
12 Characteristic:
% equal percentage, Lin linear,
DIN: A/Z quick opening, ANSI: O/C
13 Sealing:
ME metal, ST stellited, Ni nickel-plated
PT soft sealing with PTFE,
PK soft sealing with PEEK
14 Pressure-balanced: DIN: D, ANSI: B
15 I or III flow divider

Fig. 8 · Valve nameplate (left) and actuator nameplates (right)

EB 8015-1 EN 17
Customer inquiries

8 Customer inquiries
If you encounter any problems, please sub-
mit the following details:
4 Order number
4 Type, product number, nominal size and
version of the valve
4 Pressure and temperature of the process
medium
4 Flow rate in m³/h
4 Has a strainer been installed?
4 Installation drawing

Dimensions and weights of the valve


versions can be found in Data Sheet
T 8015 EN.

18 EB 8015-1 EN
EB 8015-1 EN 19
S/Z 2006-02

SAMSON AG · MESS- UND REGELTECHNIK


Weismüllerstraße 3 · 60314 Frankfurt am Main · Germany
Phone: +49 69 4009-0 · Fax: +49 69 4009-1507
Internet: http://www.samson.de EB 8015-1 EN

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