INSTALLATION AND OPERATION MANUAL

Forged bonnetless Y-Pattern,

inclined 45º bolted bonnet & welded
bonnet globe and piston check valves
Sizes: NPS ¼—4 (DN 8—100)

© 2014 Velan Inc., Montreal, QC, Canada. All rights reserved. The contents hereof are confidential and
proprietary to Velan. Any unauthorized reproduction or disclosure, in whole or in part, is strictly prohibited.
Velan reserves the right to change this information without notice. Velan does not accept any liability or
damages arising from the use of information in this manual. Velan Valves, Velan, Memoryseal, Torqseal,
Velflex, Adaxie, and RAMA are trademarks or registered trademarks of Velan Inc. and/or another Velan
company. Stellite® is a registered trademark of Kennametal Stellite™, a wholly owned subsidiary of
Kennametal Inc. All other trademarks and registered trademarks are owned by their respective companies.

IOM–FBGM–02-14a
TABLE OF CONTENTS

General Information Page

I Introduction.........................................................................................................................4
1.1 General Introduction...............................................................................................................................4
1.2 Essential Features of Velan Valves.........................................................................................................5
1.3 Detailed Body / Bonnet Styles................................................................................................................6
II Receiving & Preparation for Installation...........................................................................7
2.1 Receiving Inspection...............................................................................................................................7
2.2 Storage.....................................................................................................................................................7
2.2.1 Welding valves in-line...................................................................................................................7
2.2.2 Post weld heat treatment (PWHT)................................................................................................7
2.3 Special Instructions ................................................................................................................................8
2.4 Instructions for Check Valves.................................................................................................................9
III Warnings. ............................................................................................................................9
IV General Maintenance........................................................................................................10
4.1 Operation................................................................................................................................................10
4.1.1 General.........................................................................................................................................10
4.1.2 Smoothness of Operation...........................................................................................................10
4.1.3 Seat Tightness and Closing Torques.........................................................................................10
4.2 Recommended Lubrication...................................................................................................................10
4.3 Packing Chamber Leakage....................................................................................................................11
4.4 Disc Refinishing.....................................................................................................................................11
4.4.1 Angle for Disc Refinishing..........................................................................................................11
4.5 Seat Refinishing.....................................................................................................................................12
4.6 Seat-Disc Lapping..................................................................................................................................12
4.7 Tools.......................................................................................................................................................13
4.7.1 Other Tools...................................................................................................................................14
V Y-Pattern Bonnetless Globe Valve..................................................................................15
5.1 Z Type Y-Pattern Bonnetless Globe Valve...........................................................................................15
5.2 Y Type Y-Pattern Bonnetless Globe Valve ..........................................................................................16
5.3 Disassembly of Z Type..........................................................................................................................17
5.4 Reassembly of Z Type...........................................................................................................................18
5.5 Disassembly of Y Type..........................................................................................................................19
5.6 Reassembly of Y Type...........................................................................................................................20
VI General Maintenance (Bolted and Welded Bonnet, Globe Valves)................................21
6.1 Operation................................................................................................................................................21
6.1.1 General.........................................................................................................................................21
6.1.2 Smoothness of Operation...........................................................................................................21
6.1.3 Seat Tightness and Closing Torques.........................................................................................21
6.2 Recommended Lubrication...................................................................................................................21
VII Y-Pattern 45º Inclined Bolted Bonnet Globe Valves. .....................................................22
7.1 Disassembly...........................................................................................................................................22
7.2 Seat Leakage..........................................................................................................................................22
7.2.1 General.........................................................................................................................................22
7.2.2 Seat Repairs: Globe Valves.........................................................................................................22
7.2.3 Fitting or Repaired Parts: Globe Valves.....................................................................................22
7.2.4 Disc Repair...................................................................................................................................23
7.3 Reassembly of Globe Vales..................................................................................................................23
7.3.1 General.........................................................................................................................................23
7.3.2 Torque Procedure........................................................................................................................23

2
 TABLE OF CONTENTS

General Information Page

7.3.3 Application of Torque..................................................................................................................24
7.3.4 Replacement of Spiral Wound Gasket.......................................................................................24
7.3.5 Packing Torques..........................................................................................................................24
7.3.6 Packing Consolidation Method...................................................................................................24
VIII Y-Pattern 45º Inclined Welded Bonnet Globe Valves. .................................................................................25
8.1 Disassembly...........................................................................................................................................25
8.2 Reassembly............................................................................................................................................25
IX Forged Steel Piston Check Valves For Horizontal And Vertical Lines.......................................................26
9.1 Disassembly Cover Removal................................................................................................................26
9.2 Seat Repairs...........................................................................................................................................26
9.3 Disc Repairs............................................................................................................................................26
9.4 Fitting of Repaired Parts: Piston Check Valves....................................................................................26
9.5 Reassembly............................................................................................................................................26
Terms and Conditions of Sale.....................................................................................................................27

Figures Number Page

Automatic reseater machine for grinding/lapping globe seats............................................ 7.2A 23
Bolt tighting sequence..............................................................................................................7.3B 24
Detailed body/bonnet styles....................................................................................................... 1.3 6
Wrench for NPS 1, 1½ & 2 (DN 25, 40 & 50) Y-pattern valves stem disassembly............... 4.7G 14
Inclined Check Valves, Angle of Incline and roll angle............................................................. 2.4 8
Packing Installed....................................................................................................................... 7.3A 25
Seat refinishing tool with interchangeable heads................................................................. 4.7A 14
Standard globe disc and flow control needle disc..................................................................4.4B 11
Stem holder............................................................................................................................... 4.7D 14
Stem lifting bushing..................................................................................................................4.7B 14
Stem removal tool for NPS ¼ – ¾ (DN 8 – 20) valves...............................................................4.7C 14
Stop check disc......................................................................................................................... 4.4A 11
Torque wrench adapter.............................................................................................................4.7E 14
Tube wrench / packing remover............................................................................................... 4.7F 14
Using the seat refinishing tool................................................................................................... 4.5 12
Using a socket wrench for seat-disc lapping............................................................................. 4.6 13
Cresent wrench for removal of yoke bushing “Y” and “Z” styles....................................... 4.7H 14
Y-pattern Inclined Welded Cover Piston Check Valve........................................................... 9.1A 26
Y type Y-pattern bonnetless globe valve................................................................................... 5.2 16
Z type Y-pattern bonnetless globe valve................................................................................... 5.1 15

Tables Number Page

Disc refinishing removal allowances......................................................................................... 4.4 12
Packing flange nut torques for bolted and welded bonnet
gate or globe valves (graphite ribbon or PTFE packing)................................................ 6.1.2 21
Recommended gland nut torques for graphite packing “Y-pattern”................................... 4.1.2 10
Recommended lubrication.......................................................................................................... 4.2 10
Recommended lubrication.......................................................................................................... 6.2 21
Recommended spline bushing or backseat retainer torques.................................................. 5.3 18
Torque values (100%) for body/bonnet bolting........................................................................ 7.3 24
Welding guidelines...................................................................................................................... 2.2 7
Y-Pattern tool kits and tool part numbers TK976 & TK576
all sizes and all classes (2680, 4500).................................................................................... 4.7 13

3
I Introduction

1.1 General Introduction

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on many yea b e g in n in g any major w
let
efore ad this book
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that you e valve’s phy
sical
recommend n d e rs ta n d th ason
to u erstand the re t in
at least once d o n o t u n d
. If you you ge
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for the servic
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V e la n re p re sentative, or
our loca l at
touch with y n g S e rv ic e Department
ld Enginee ri
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damage cou

4
 Introduction I

1.2 Essential Features of Velan Valves

Y-Pattern Globe Valves

Type of Size of Body/Bonnet Body Trim
Connection Connection Class Type Style Material Material

A B C D E F G
— —
W 0 5 — 8 0 7 6 Z — 0 2 T S
e.g. is a NPS 1 (DN 25) socket weld A 105 bonnetless stop globe valve Z type 1690 class with TS trim as described

A TYPE OF CONNECTION

A – Special B – Butt weld F – Flanged S – Threaded W – Socket weld

B *SIZE OF CONNECTION
Customers have the choice of specifying valve size as part of the valve figure number (“B”) using the numbers below,
or indicating valve size separately. Sizes shown in NPS (DN).
EXAMPLES: F08-2074B-13MS (valve size is part of figure number)
NPS 2 F-2074B-13MS (valve size is shown separately)
01 – 1⁄4 (8) 02 – 3⁄8 (10) 03 – 1⁄2 (15) 04 – 3⁄4 (20) 05 – 1 (25) 06 – 11⁄4 (32)
07 – 11⁄2 (40) 08 – 2 (50) 09 – 21⁄2 (65) 10 – 3 (75) 11 – 31⁄2 (90) 12 – 4 (100)

C CLASS

2 – 600 3 – 1500 4 – 2500 5 – 4500 7 – 900 8 – 1690 9 – 2680

D TYPE

03 – Piston check 07 – Stop globe 08 – Stop check 09 – Needle

E
BODY / BONNET STYLE

6S – Y Pattern Bellows Sealed 6W – Y Pattern Welded 6Y – Y Pattern Bonnetless 6Z – Y Pattern (Non-Rotating Stem)
(Non-Rotating Stem) Bonnet/Cover (Rotating Stem) 7Z – Y Pattern 45º (Two-Piece
Non-Rotating Stem)

F BODY MATERIAL

01 – Special 02 – A105 05 – Chrome moly, F11

06 – Chrome moly, F22 13 – Stainless steel, F316 34 – F91

G TRIM MATERIAL
CODE DISC SEATING SURFACE SEAT SURFACE STEM
AA Special Special Special
TS Stellite 6 Stellite 6 410 CL2
MS Stellite 6 Stellite 6 SS 316B

5
I Introduction

1.3 Detailed Body / Bonnet Styles

Velan’s range of Y-pattern valves include the following designs.

6B 6W 6W
Y-Pattern 45° Inclined Bolted Bonnet Y-Pattern 45° Inclined Welded Bonnet Y-Pattern Inclined Piston Check

65º 65º 65º

6S
Y-Pattern Bellows Sealed 6Y 6Z
(Non-Rotaing Stem) Y-Pattern Bonnetless (Rotating Stem) Y-Pattern (Non-Rotaing Stem)

For bellows sealed Y-pattern valves,

refer to Velan Bellow Seal Manual
VEL-BSVM-2003

6
 Receiving and Preparation for Installation II

2.1 RECEIVING INSPECTION connections for cleanliness. Visible foreign

matter must be removed from end connections
Valves must be examined to establish that of weld-end valves. The weld ends must be
no damage occurred during transportation. If cleaned with a suitable solvent, such as acetone or
any damage is found, make sure that it does alcohol. Do not use solvents containing fluoride or
not impair the operation of the valve. Serious chloride.
damage should be reported to your local Velan
representative or to the Velan Service Department 2.2.1 Welding Valves In-line
at the Head Office so that arrangement for repairs
can be made. Personnel performing in-line welding for
socket weld and butt weld valves should use
their in-house weld procedures. The interpass
2.2 STORAGE temperature should be monitored to not
Valves can be stored at any temperature in overheat the valve body that may cause seating
a sheltered area but must be protected from deformation. The valve should be in a closed
contamination by dirt or the elements. The valve position during in-line welding.
is shipped with end protectors on the inlet and
outlet which should stay in place until the valve 2.2.2 Post Weld Heat Treatment
is ready to be installed. Before installation,
Valves requiring PWHT should be lightly backed
remove the end protectors and check the
off from closed position and given local PWHT in
the welded area only.

Table 2.2 Welding guidelines

SOaking temperature
Minimum Maximum for pwht
preheat Interpass
MATERIAL Group TEMPERATURE Temperature time: 1 hour/inch
(15 minutes minimum)
ºF (ºC) ºF (ºC)
ºF (ºC)

A105, T < 1.00” 50 (10) Variable, but shall be

WCB, LF2, controlled when material
Carbon Steels P-No. 1 T ≤1.00 <2.00” 175 (80) 1150 ± 50 (620 ± 30)
LCC, LCB, and weld toughness is
LF1 T ≥ 2.00” 250 (121) required.

F1, WC1,
P-No. 3 200 (93) 600 (315) 1150 ± 50 (620 ± 30)
LC1
F11, WC5,
P-No. 4 300 (149) 600 (315) 1150 ± 50 (620 ± 30)
WC6, P11
Low Alloy Steels F22, WC9,
P-No. 5A 350 (177) 600 (315) 1300 ± 50 (704 ± 30)
(Chrome Moly.) P22
P-No. 5B P5, P9, C5,
400 (205) 600 (315) 1350 ± 50 (732 ± 30)
(Gr 1) C12, F5, F9
P-No. 5B F91, P91, 1400 ± 20 (760 ± 11) /
400 (205) 600 (315)
(Gr 2) C12A 2 hours minimum
Stainless Steels P-No. 8 Series 300 50 (10) 350 (177)

1.5 - 3.5 P-No. 9A LC2 250 (121) 500 (260) 1150 ± 50 (620 ± 30)
Nickel Alloys P-No. 9B LC3, LF3 300 (180) 500 (260) 1140 ± 35 (620 ± 20)

NOTE: 1. For preheating, ensure that the temperature reading is at least to a distance of 3 times the
wall thickness.
2. The above guidelines are for recommendation purposes only. The actual welding
procedures (WPS & PQR) used must be qualified to ASME code Section IX.

7
II Receiving and Preparation for Installation

2.3 SPECIAL INSTRUCTIONS All Velan Y-Pattern Valves are tested in the factory
for zero leakage on seat to the requirements of
Globe valves are usually installed with the inlet ASME B16.34. If any leakage occurs, it is because
below the valve seat. For particularly severe the seat has been deformed during welding on
throttling service, we recommend that the valve line, foreign contaminants have been lodged in
be installed so that the flow enters through the the seat interface or the motor has been set in the
top of the seat and goes down through it. This field to overthrust and has damaged the disc/seat,
maintains the valve in a more stable position, or if set to under thrust, the valve would not close
minimizes wear and reduces the potential noise 100% resulting in disc/seat stellite surface to be
level. Valve operation is also easier because less wire drawn (steam cuts). As a general rule, globe
torque is required to close the valve. However, it is valves should be closed firmly, when welding
to be noted that packing rings would be subjected in-line and closed lightly, when heat treatment is
to line pressure in this automation. carried out. The preferred orientation of a globe
valve is upright. The valve may be installed in
Globe valves should be installed and welded into other orientations, but any deviation from vertical
the pipeline with the disc in the fully closed is a compromise. Installation upside down is not
position to prevent damage to the valve during recommended because of possible dirt build-up in
installation. Also, leaving the disc in the fully the bonnet and backseat.
closed position helps prevent weld spatter from
falling directly onto the mating faces of the seat
and disc.

NOTE: All check valves should be installed at least ten pipe diameters away from upstream pumps, elbows,
fittings or equipment and at least five pipe diameter from downstream elbow. If closer installation is
required, please consult the Velan Customer Service Manager.

Vertical Vertical
20º 20º

Acceptable line orientation is Vertical

from 5º past vertical to
5º below horizontal 20º 20º
FLOW

FLOW Horizontal

Figure 2.4 Inclined check valve: Angle of incline and roll angle.

8
 Receiving and Preparation for Installation II

NOTE: On insulation, the yoke must not be 2.4 INSTRUCTION FOR CHECK VALVES
insulated as temperature build-up in this area
might cause possible damage to the upper works All Velan inclined piston check and stop-check
(e.g. motor actuator, gear actuator, etc.), it also valves, when installed in vertical or near vertical
blocks access to packing bolts inspection and line, should have fluid flow upward and the
retorquing. angle of incline of the line not more than 5º past
the vertical in the direction of the bonnet. When
WARNING: During installation, welding and installed in horizontal or near horizontal line, the
construction stage, the valve mid-section around valve bonnet should be up and the angle of incline
the packing flange and stem should be protected of the line should not be more than 5º below the
at all times, as foreign debris from welding, horizontal. See Figure 2.4 for incline and roll angle
grinding, etc., can fall in between the tapered allowable. Consult your Velan representative
area of the packing flange and stem, causing concerning installation other than that mentioned
extensive damage to stem and associated parts above.
during valve cycling. In any case, prior to cycling,
the area between the stem, packing flange and All check valves must be installed with the inlet
gland bushing must be thoroughly cleaned off of in direction of arrow. Placing a check valve in the
all foreign matter. opposite dierction to flow will prevent normal
operation of the valve.

Warnings II

WARNINGS! For Safety Reasons, It Is Important to take these precautions. WARNINGS!

* Personnel making any adjustments on

the valves should wear safety equipment
It is our recommendation that the valve be
removed 1/4 turn of the handwheel from the
normally used to work with fluid in the line fully open position. This will also ensure
where the valve is installed. that packing tightness is verifiable. In gear-
operated valves, because of the backlash, it
* Before removing the yoke nut under pressure,
the valve should be in fully open position in
is difficult sometimes to ensure this position.

order to prevent injuries (backseat position).

* Valve standards, such as API and MSS,
caution users that successful completion
* Before removing a valve from a line, line
pressure must be relieved with no exception.
of a backseat test should not be construed
as a recommendation by the manufacturer
that a valve may be repacked while it is
* Velan valves can be equipped with a variety
of manual gear, electric motor,
under pressure. The backseat may be used
as a means of stopping or reducing packing
hydraulic or pneumatic actuators. Generally, leakage until the packing can be replaced
all pressure must be relieved from both sides under no pressure. Removal of packing with
of the valve before the actuator is removed. the valve under pressure is at the owner’s risk.

* A valve in the fully open position

(backseated), should not be jammed-tight * Velan is not responsible for automation
carried out in the field and resulting
(over-torqued), to avoid thermal binding. consequences.

9
IV General maintenance

4.1 OPERATION Table 4.1.2

Recommended gland nut torques
4.1.1 General for graphite packing rings “Y-pattern”
All valves should be checked before being put SIZE TORQUE
into operation and inspected regularly during Class
NPS (DN) lbf •ft (N•m)
operation. Problems should receive prompt
¼–¾ (8 – 20) 2680 23 (31)
attention. As a general rule, valves should be
subjected to scheduled maintenance. ¼–½ (8 – 15) 4500 48 (65)
1 (25) 2680 42 (57)
4.1.2 Smoothness of Operation
¾–1 (20–25) 4500 70 (95)
Stem threads, stem nuts and other working
1¼ – 1½ (32 – 40) 2680 97 (132)
components outside the fluid area should be
lubricated frequently (at least once every six 1¼ (32) 4500 83 (113)
months). Specific lubricants and frequency of 2–4 (50 – 100) 2680 135 (183)
application are shown in Table 4.2. Valves should
be opened and closed at least once a month. 1½ – 2 (40 – 50) 4500 163 (221)

Important: Excessive handwheel effort can 2½ – 4 (65 – 100) 4500 227 (308)
indicate the following: Note: For other packing materials and/or valve
a) Improperly lubricated or damaged valve sizes, contact the Velan Field Engineering
stem. Service Department at the Head Office.

b) Valve packing compression too tight (see

Table 4.1.2 for torque values).
4.1.3 Seat Tightness and Closing Torques
c) Faulty or damaged valve parts.
Even a new valve with seating faces lapped to
perfection and a full seat-disc contact will be
pressure-tight only if sufficient stem load is
applied. The minimum stem load for each size of
valve varies with operating pressure, but should
be known by the operating personnel in order to
seat the valve properly. Over-torquing up to 25%
will not damage the valve.

4.2 Recommended lubrication

Table 4.2 Recommended lubrication

Part Lubrication Application Frequency

Stem threads Above 650°F: Ronex Extra Duty 2 Directly to threads When threads appear dry
Inject through grease Concurrently with stem
Yoke nut Above 650°F: Ronex Extra Duty 2
fitting at hub of yoke thread lubrication
Spline bushing Sure Turn No. 1548016 Directly to threads At valve assembly
Anti-seize compound No. 425-A (Crane) or equivalent
All threaded parts
except stem and Nickel Anti-Seize to MIL-A-90TE Thin coat on threads On valve assembly only
yoke nut
Nuclear grade nickel base “Never-Seez” N-5000

Recommended lubricant subject to change without notice.

For nuclear valves contact Velan Field Engineering Service Department.

10
 General maintenance IV

4.3 Packing chamber leakage 4.4 Disc refinishing

If the valve is leaking around the stem and/or Minor damage can be repaired by machining
around the outside diameter of the split gland the disc.
bushing in the back seated position, the valve
needs to be disassembled and the stem and/or Clean the surface, then chuck the stem-disc
stellite backseat must be refinished or replaced. assembly in a lathe and center the disc on the
circular guides. See the diagrams at right for disc
If the valve is leaking around the stem and/or refinishing angles. Do not remove more than the
around the outside diameter of the split gland amounts shown in Table 4.4.
bushing in the partially open position, tighten the
gland bolting. If this does not stop the leakage, The disc is now ready for final lapping with seat
proceed with Steps 1 through 5, as follows: (see pages 12 and 13).

STEP 1 NOTE: If the disc is severely damaged, it

Release line pressure and remove handwheel should be replaced.
assembly, packing flange. See Disassembly 4.4.1 Angle for Disc Refinishing
Procedure on pages 17 and 19 according to valve
type.
STEP 2
Examine valve stem and packing chamber bore
for grooves and scratches. Clean and smooth
surfaces. Polish stems that may have scratches up
to 0.005” (0.13 mm) deep with extra fine emery
cloth. Otherwise replace stem.
STEP 3
Reinstall stem/disc assembly. Follow Reassembly
Procedures on pages 18 and 20 according to
valve type to complete repacking and to complete
reassembly.
271⁄2°
Note: Velan recommends use of
precompressed packing rings.
Figure 4.4A Stop check disc

121⁄2°

Figure 4.4B Standard globe disc and

Figure 4.3
flow control needle disc

11
IV General maintenance

Table 4.4: Disc and seat refinishing If you are using the lapping head
removal allowances Use abrasive paper 60 to 120 grit, in absence
VALVE SIZE ALLOWANCES per side of abrasive paper, coat the lapping tool head
NPS (DN) in (mm) with medium coarse lapping compound. Insert
¼–¾ (8 – 20) 0.020 (0.5) the seat refinishing tool into the valve bore.
Rotate the tool using either a socket wrench
1–4 (25 – 100) 0.030 (0.75) or an air or electric motor while applying light
pressure on the tool.
NOTE: After rotating for about 10 to 15
seconds, lift the tool several times up and
4.5 seat refinishing down. This will distribute fresh compound on
1. Disassemble valve (see pages 17 and 19). the seating surface and after about a minute
Select the proper head for the seat refinishing of total lapping, remove the tool and inspect
tool. Minor damage can be repaired with the the seat area. Repeat if necessary. When all
lapping head, but use the cutting head first if visible damage is removed, clean off all coarse
there is severe damage. Remove the screw compound grit and finish lapping the seat with
on the end of the tool with a small Allen key, fine lapping compound. Seat lapping can also
position the cutting or lapping head and be done using abrasive paper with the lapping
tighten the screw. head, use course 60 to 120 grit to remove the
damage and 220 grit or higher for the final
NoteS: finish. Lapping with abrasive paper makes a
a) If valve is not in an upright position, use the cleaner and faster finish.
yoke bushing to hold the tool in place.
b) Angle for seat (stop check) refinishing 30°.
c) Angle for seat (standard globe and needle
valve) refinishing 15°.
2. Use an air or electric motor for cutting and
lapping if you have one. Place the air or
electric motor adapter on the end of the
tool. If you don’t have an air or electric drill
gun motor, you can use a ratchet and socket
wrench, but the repair will take longer.

If you are using the cutting head

Insert the seat refinishing tool into the valve
bore. Rotate the tool for about 3 to 4 seconds
using either a socket wrench or an air or
electric drill gun while applying light pressure
on the tool. Should the refinishing tool bind, Figure 4.5: Using the seat refinishing tool
reduce the pressure on the tool and try again.
Remove the tool and inspect the seat area. 3. Use a portable vacuum cleaner to remove
Repeat if necessary. When all damage is loose chips. The valve is now ready for
removed use the lapping head. With abrasive seat-disc lapping.
paper 60 to 120 grit and finish lapping the seat
with fine paper 220 grit or higher.
4.6 seat-disc lapping
CAUTION: Cutting head removes the seating
After seat refinishing or when a new or
surface very quickly. Therefore, when using
reconditioned disc is used, the disc and the seat
either an air or electric drill gun, rotate the seat should be lapped together to create a perfect
refinishing tool for less than 3 or 4 seconds at sealing contact. Seat-disc lapping can also be used
a time. Each time remove the tool and inspect to eliminate very minor seat and/or disc damage.
the seat area.
Use an air or electric drill motor for lapping if

12
 General maintenance IV

you have one. Place the air or electric drill motor seating faces are perfectly smooth, clean them
adapter on the end of the tool. If you don’t have with acetone or equivalent. The valve is now
an air or electric motor, you can use a ratchet and ready for reassembly.
socket wrench, but the repair will take longer.
1. The valve should be completely disassembled
including the packing rings, backseat and
spline bushing.
Note: For Y type valves only, slip an O-ring
over the end of the stem and into the groove
between the disc and the stem to prevent the
disc from rotating during lapping.
2. Apply a small amount of lapping compound to
the disc contact face. Insert the stem in the body. Figure 4.6:
3. Insert one or two packing rings to center the Using of socket
stem for the lapping operation. Use the stem, wrench for seat-
without the backseat or other parts on it. Slip disc lapping
the packing rings over the stem and down into
the body. 4.7 tools
4. Rotate the stem with standard wrench or socket Y-Pattern Bonnetless Globe Valve Tool Kits are
wrench, applying light pressure while lifting up available for all valve types and sizes. Tool kit
and down often, to distribute fresh compound. numbers as well as item numbers for individual
Remove stem and check periodically. When the tools are shown in Table 4.7.

Table 4.7 Y-Pattern tool kits and tool part numbers TK976 and TK576
all sizes and all classes (2680, 4500). Sizes shown in NPS (DN).
Cl. 2680 Cl. 4500 Cl. 2680 Cl. 4500 Cl. 4500 Cl. 2680 Cl. 4500 Cl. 2680 Cl. 2680 Cl. 4500
¼–¾ ¼–½ 1 ¾–1 1¼ 1¼ – 1½ 1½ – 2 2 – 3(1) 2½ – 4(2) 2½ – 4
DESCRIPTION QTY
(8 – 20) (8 – 15) (25) (20 – 25) (32) (32 – 40) (40 – 50) (50 – 80) (65 – 100) (65 – 100)
TK976-0.75 TK576-0.50 TK976-1.00 TK576-1.00 TK576-1.25 TK976-1.50 TK576-2.00 TK976-3.00 TK976-4.00 TK576-4.00
Seat refinishing tool (Fig. 4.7A) 1 1682-500 1682-501 1682-502 1682-503 1682-504 1682-505 1682-506 1682-507 1682-508 1682-509
Lapping head (Fig. 4.7A) 1 1682-550 1682-552 1682-553 1682-550 1682-553 1682-555 1682-557
Cutting head (Fig. 4.7A) 1 1682-551 — 1682-554 1682-551 1682-554 1682-556 1682-558
Stem lift bushing (Fig. 4.7B) — 1682-995 1682-993 1682-992
Stem removal tool (Fig. 4.7C) 1 1963-007 — — —
Stem holder (Fig. 4.7D) 1 1682-840 1682-839 1682-838 1682-837
Torque wrench adapter (Fig. 4.7E) 1 1682-814 1682-812 1682-810 1682-808
Bar (Fig. 4.7F) 1 1682-709 1682-710 1682-711 1682-712
Tube wrench/packing remover
1 1682-816 1682-817 1682-818 1682-819
(Fig. 4.7F)
Wrench for stem (Fig. 4.7G) 1 — 1682-087 1682-087 1682-087
Crescent wrench for yoke
1 1682-876 1682-875 1682-874 1682-873
bushing “Z” style (Fig. 4.7H)
Crescent wrench for yoke
1 1682-084 1682-085 1682-086 1682-802
bushing “Y” style (Fig. 4.7H)
Packing washer hook (Not shown) 2 1682-850 1682-850 1682-850 1682-850
O-ring (Not shown) 5 RXXX-309 RXXX-313 RXXX-317 RXXX-320
Adapter (air motor/ratchet)
1 1682-849 1682-848 1682-846 1682-845
(Not shown)

NOTE: (1) NPS 2 (DN 50) socket-weld and NPS 3 (DN 80) butt-weld are a one-piece body design.
(2) NPS 2½ (DN 65) socket-weld and NPS 3½ – 4 (DN 90 – 100) butt-weld are a two-piece body design.

13
IV General maintenance

LAPPING HEAD
CUTTING HEAD

Figure 4.7A Seat refinishing tool with interchangeable heads Figure 4.7B Stem lift
bushing (Y-pattern MOV
valves)

Hollow cap screw

Bar

Cutting
end

Figure 4.7C Figure 4.7D Figure 4.7E Figure 4.7F

Stem removal tool Stem holder Torque wrench adapter Tube wrench/packing
for NPS ¼ – ¾ valves remover with bar
4.7.1 Other Tools
Other tools and materials you should have ready
before beginning repairs on these valves:
• Large screwdriver
Figure 4.7G Wrench for NPS 1, 1½ & 2 • Hammer or mallet
(DN 25, 40 & 50) Y-pattern valves stem removal • Torque wrench
tool.
• Set of Allen keys
• Acetone or equivalent socket wrenches
• Coarse and fine lapping compound
• Lathe
• Flashlight
• Small telescopic mirror
Figure 4.7H Cresent wrench for removal of
yoke bushing “Y” & “Z” styles.

14
 y-pattern bonnetless globe valves V

5.1 Z type y-pattern bonnetless globe valve

handwheel snap ring

INDICATOR

Dust cover

snap ring
NAME PLATE
key
stem nut (yoke nut)
tab washer

yoke bushing

thrust bearing O-ring

Grease retainer
o-ring grease
fitting
NOTE: Live-loading
stem diagram, see page 16.
packing
flangE

split gland
bushing QUICK & EASY DISASSEMBLY
NO WELDS TO REMOVE
packing ring

gland stud
packing washer
(Junk ring)
spline bushing
(BACKSEAT
RETAINER) gland nut

backseat

holder

disc

seat

body

15
V y-pattern bonnetless globe valves

5.2 Y type y-pattern bonnetless globe valve

HANDWHEEL

HANDWHEEL NUT

LOOK WASHER

NAME PLATE
TACK WELD

YOKE BUSHING

STEM

LIVE-LOADING AVAILABLE
Guide bushing

PACKING FLANGE DISC SPRING

“BELLEVILLE
SPLIT GLAND WASHERS”
BUSHING

PACKING RING
PACKING
PACKING WASHER FLANGE
(JUNK RING)

BACKSEAT RETAINER GLAND NUT

BACK SEAT

GLAND STUD

HOLDER

DISC

SEAT

BODY

16
 y-pattern bonnetless globe valves V

5.3 disassembly — z type unscrewed lift

the entire stem
Important: Release line pressure. assembly with
1. Remove packing gland nuts and studs, packing and disc
loosening both sides equally. If valve is fitted out of the valve body.
with live-loading, remove guide bushing and If difficult to lift out use the stem
spring washers (Belleville washers). Raise lifting bushing, turn counter-
packing flange and remove split clockwise until it is completely
gland bushing. lifted and free to pull out. (if
2. With the tip of a screwdriver, unable to unscrew the stem, see
bend the square end of the Emergency Procedure).
tab washer up and the For NPS ¼ – ¾ (DN 8 – 20) valves:
curved end down to free Screw stem removal tool
the yoke bushing. on the end of the stem
until it bottoms, then back
off two turns.
Use an adjustable wrench
to tighten the hollow cap Figure 5.3C
screw against the stem.
Continue the same procedure as for
NPS 1 – 4 (DN 25 – 100) valves.
Figure 5.3A
warning: Do not apply the full force of a
3. Make sure the valve is almost closed, but not wrench, on stem square.
tight on the seat. Use a crescent wrench to
unscrew the yoke bushing counterclockwise
(with the handwheel still attached). Should Emergency Procedure:
the yoke bushing bind, close the valve a If the stem absolutely refuses to unscrew using
little. Continue to unscrew the yoke bushing the torques specified, proceed as follows:
counterclockwise.
1. Place tube wrench/packing remover with
4. Remove stem nut by turning clockwise than the cutting edge first over stem and into
remove the handwheel.
the packing chamber.
5. Grip grease retainer and push it up to force
2. Place guide bushing set into top of valve
the thrust bearings and stem protector up and
(slip split guide bushing onto tube wrench/
out of the body. packing remover, screw on retainer ring
6. For NPS 1—4 (DN 25—100) valves: and hand tight).
While the stem is in full open near 3. Use the cutting end of the tube wrench/
backseated position, insert the packing remover to remove packing.
square of the flat bar wrench to
4. Remove guide bushing set, pull up the tool
the square end of the stem. Turn and remove packing rings.
counterclockwise until the spline
bushing begins to move. 5. Use the packing washerhooks to fish out
the packing washer under the packing.
NOTE: If turning reasonably
free keep on unscrewing 6. Insert the crowned end of the tube wrench/
counterclockwise. If packing remover in valve body.
difficult to move, turn Use a metal bar through the top holes
of the tube wrench/packing remover to
a few more times back
unscrew the spline bushing counter-
and forth and unscrew clockwise.
some more, do
this until it is note: Velan recommends the use of
tool kits listed on pages 13 and 14 for the
free to turn.
best maintenance results.
Once fully
Figure 5.3B

17
V y-pattern bonnetless globe valves

Table 5.3: Recommended spline bushing continue to tighten until torque value shown
or backseat retainer torques in Table 5.3 is obtained.
SIZE Torques Note: Velan recommends the use of the tool
Class
NPS (DN) lb • ft (N • m) kits listed on pages 13 and 14 for the best
¼–¾ (8 – 20) 2680 maintenance results.
60 (80)
¼–½ (8 – 15) 4500 5. Insert packing washer, chamfered edge down.
1 (25) 2680 Then insert the set of precompressed packing
120 (160) rings one at a time, beginning and ending
¾ – 1¼  (20 – 32) 4500 with the braided rings.
1¼ – 1½ (32 – 40) 2680 Note: Velan recommends the use of
150 (200)
1½ – 2 (40 – 50) 4500 precompressed packing rings.
2–4 (50 – 100) 2680 6. Slip split gland bushing under packing
180 (245)
2½ – 4 (65 – 100) 4500 flange, one half at a time, chamfered edge
up. Lubricate gland studs with anti-seize
compound, pass them through packing flange
and thread on the gland nuts, tightening both
5.4 reassembly — Z type sides equally (hand-tight). For live-loaded
1. Slip backseat onto stem, chamfered edge valves, reinstall the disc springs and guide
down. Then slide spline bushing onto stem, bushings onto the studs tightening both sides
crowned edge up. equally (hand-tight).
2. Lubricate spline bushing threads (see Table 4.2
for Recommended Lubrication). Place packing
flange under yoke, flat side up. Insert stem
assembly through packing flange and into
body.
3. Thread in spline
bushing a few
turns, then pull
up firmly on stem
with one hand
while using an
adjustable wrench
to continue
tightening the Figure 5.4B
spline bushing
clockwise against
the backseat. NOTE: The gland bushing should engage into
If the spline Figure 5.4A the packing chamber by 1⁄8” (3 mm) min.
bushing does 7. Place grease retainer inside yoke and push
not engage easily, insert crowned end of the down over stem with the crowned end of the
tube wrench/packing remover to engage spline tube wrench/packing remover. Drop in one set
bushing threads into the body. of thrust bearings (washer - bearing - washer).
4. Insert the tube wrench/packing remover into If handwheel, stem nut, and yoke bushing are
the body over the stem, crowned end down. disassembled:
Insert a metal bar through the holes in the
Install upper thrust bearing (washer/bearing
tube wrench/packing remover and start to
/washer) on stem nut. Lightly press yoke
tighten the spline bushing. Then place torque
bushing over bearing (threaded side down
wrench adaptor into the tube wrench/packing
towards bearing). Install key and handwheel
remover. Align holes to insert a round bar
with nameplate. Secure with snap ring to hold
through both parts. Use a torque wrench and
handwheel in stem nut.

18
 y-pattern bonnetless globe valves V

5.5 disassembly — Y type

Important: Release line pressure.
1. Remove handwheel nut and handwheel.
2. Remove packing gland nuts and studs,
loosening both sides equally. If valve is fitted
with live-loading, remove guide bushing and
spring washers (Belleville washers). Raise
packing flange and remove split gland bushing.
3. Grind off tack weld between yoke bushing
and yoke.
4. Make sure the valve is almost closed, but not
tight on the seat. Use a crescent wrench to
Figure 5.4C unscrew the yoke bushing counterclockwise.
Should the yoke bushing bind, put handwheel
If Handwheel, Stem Nut and Yoke Bushing are on stem and close the valve a little. Continue
Assembled: to unscrew the yoke bushing counter-
clockwise. Remove handwheel and yoke
Set tab washer in place on yoke. Lubricate bushing.
yoke and stem threads (refer to Table 4.2).
Screw counterclockwise the handwheel 5. Place tube wrench/packing remover with
assembly onto stem about half-way. Then the cutting edge first over stem and into the
begin tightening yoke bushing clockwise into packing chamber. Place guide bushing set into
top of valve. Should the yoke bushing bind, top of valve (put in split guide bushing, screw
it’s because the stem has pushed the disc in retainer ring and hand tight). Insert a metal
against the seat. Correct this by backing off the bar through the holes in the tube wrench/
handwheel slightly and continue tightening by packing remover, turn in a clockwise direction
hand. Finish tightening with a large crescent while pushing bar down. This will pick up the
wrench, holding tab washer in position against packing rings within the spiral flutes of the
flat spot on yoke. Press square tab down with tube wrench/packing remover. Pull up the tool
tip of screwdriver. On the opposite side, press and remove packing rings within the spiral
rounded edge up against yoke bushing. flutes. Re-insert tool to remove any remaining
packing rings. After complete removal of
8. Continue tightening packing nuts or guide packing, remove guide bushing set, and tube
bushing for live-loaded valves with a crescent wrench/packing remover. Using two packing
wrench. Install the crescent key on the torque washer hooks, insert them into the packing
wrench and finish tightening the nuts to washer holes and pull it up over the stem.
the torques shown in Table 4.1.2 and refer
to Section VII, 7.3.6 Packing Consolidation 6. Insert the crowned end of the tube .wrench/
Method follow steps 1 through 4, except use packing remover in valve body. Use a metal
Table 4.1.2 for packing table. bar through the top holes of the tube wrench/
packing remover to unscrew the backseat
retainer counterclockwise. Remove stem/
disc assembly. The valve is now ready for
servicing.

19
V y-pattern bonnetless globe valves

5.6 reassembly — Y type 6. Slip split gland bushing under packing

flange, one half at a time, chamfered edge
1. Slip backseat onto stem, chamfered edge up. Lubricate gland studs with anti-seize
down. Lubricate backseat retainer threads compound, pass them through packing flange
(see Table 4.2). Then slide backseat retainer and thread on the gland nuts, tightening both
onto stem, crowned edge up. sides equally (hand-tight). For live-loaded
2. Place packing flange under yoke, flat side up. valves reinstall the disc springs and guide
Insert stem assembly through packing flange bushings onto the studs tightening both sides
and into body. equally (hand-tight).

3. Thread in backseat retainer, use the crowned NOTE: The gland bushing should engage into
end of the tube wrench/packing remover to the body by 1⁄ 8” (3 mm) min.
tighten the backseat retainer clockwise against 7. Screw on yoke bushing clockwise, using
the backseat. a large crescent wrench. Should the yoke
4. Then place torque wrench adaptor into the bushing bind, it’s because the stem has
tube wrench/packing remover. Align holes to bottomed on the seat. Correct this by backing
insert a round bar through both parts. Use a off the handwheel slightly. Secure yoke
torque wrench and continue to tighten until bushing to yoke with tack weld.
torque value shown in Table 5.3 is obtained. 8. Continue tightening packing nuts or guide
note: Velan recommends the use of the tool bushing for live-loaded valves with a crescent
kits listed on pages 13 and 14 for the best wrench. Install the crescent key on the torque
maintenance results. wrench and finish tightening the nuts to the
torques shown in Table 4.1.2.
5. Insert packing washer, chamfered edge down.
Then insert the set of precompressed packing
rings one at a time, beginning and ending with
the braided rings. Use the crowned end of the
tube wrench/packing remover to tap the rings
into place.
Note: If uncompressed packing is used follow
Packing Consolidation Method (refer to Section
7.3, paragraph 7.3.6). Except for packing
torque, use Table 4.1.2.

20
 General maintenance VI

6.1 Operation Important: Excessive handwheel effort can

indicate the following:
6.1.1 General 1. Improperly lubricated or damaged valve stem.
2. Valve packing compression too tight
All valves should be checked before being put into (see Table 6.1.2 for torques).
operation and should be inspected regularly during 3. Faulty or damaged valve parts.
operation. Prompt attention should be paid when
trouble arises. As a general rule, valves should be 6.1.3 Seat Tightness and Closing Torques
subjected to scheduled maintenance.
Even a new valve with seating faces lapped to
6.1.2 Smoothness of Operation perfection and a full seat-wedge or disc contact
will be pressure-tight only if sufficient stem load
Stem threads, stem nuts and other working is applied. The minimum stem load for each size
components outside the fluid area should be of valve varies with operating pressure in order to
lubricated frequently (at least once every six seat the valve properly. Slight over-torquing will
months). Specific lubricants and frequency of not damage the valve.
application are shown in Table 6.2.
Caution:
Do not use “cheaters” on the handwheel.

Table 6.1.2 Packing flange nut torques for bolted and welded bonnet
gate or globe valves (graphite ribbon or PTFE packing)
GATE VALVES Globe VALVES
Size Torque Torque
NPS (DN) Class Stud Size lb•in (Nm) lb•in (Nm)
1
¼–½ (8 – 15) 150 – 800 /4 – 20UNC 24 (2.7) 24 (2.7)
3
¼–¾ (8 – 20) 900 – 1690 /8 – 16UNC 45 (5.1) 90 (10.2)
5
¾ – 1­ (20 – 25) 150 – 800 /16 – 18UNC 40 (4.5) 50 (5.6)
7
1 (25) 900 – 1690 /16 – 14UNC 100 (11.3) 130 (14.7)
3
1¼ – 1½ (32 – 40) 150 – 800 /8 – 16UNC 85 (9.6) 85 (9.6)
7
1¼ – 2 (32 – 50) 900 – 1690 /16 – 14UNC 145 (16.4) 130 (14.7)
3
2 (50) 150 – 800 /8 – 16UNC 85 (9.6) 90 (10.2)
Note: For other sizes and packing materials, contact the manufacturer.

6.2 Recommended lubrication

Table 6.2 Recommended lubrication
Part Lubrication Application Frequency
Stem threads Up to 650°F: ExxonMobile Ronex MP, Castrol MP or Directly to threads When threads appear dry
equivalent MP group
Above 650°F: Ronex Extra Duty 2
Yoke nut Up to 650°F: ExxonMobile Ronex MP, Castrol MP or Inject through grease Concurrently with stem
equivalent MP group fitting at hub of yoke thread lubrication
Above 650°F: Ronex Extra Duty 2
Spline bushing Sure Turn No. 1548016 Directly to threads At valve assembly
All threaded parts Anti-seize compound No. 425-A (Crane) or equivalent Thin coat on threads On valve assembly only
except stem and Nickel Anti-Seize to MIL-A-90TE, MOLYKOTE P-37,
yoke nut Nuclear grade nickle base “Never-seez N-5000”
Recommended lubricant subject to change without notice.

21
 Y-pattern 45° inclined
Vii bolted bonnet Globe valves

7.1 Disassembly 3. a) Use a guiding plate for the stem to maintain

alignment during the lapping operation.
1. Ensure the line has been depressurized. Place It can be made from wood or any other
match mark on the bonnet and body. suitable material, to the dimensions of the
gasket and the bonnet spigot. The section of
2. Open the valve partially and remove the
handwheel nut and the handwheel. the plate where the stem extends through
must be 1⁄ 64“ (0.4  mm) larger than the
3. Remove the body-bonnet gasket bolts and outside diameter of the stem.
lift out the complete bonnet assembly. At this b) If the valve has a soft-seated disc, all body
point remove the yoke bushing tack welds and lapping must be done with a lapping disc
unscrew the yoke bushing counterclockwise. and not with a soft-seated disc
4. Remove the gland bolts and pull out the stem 4. Evenly distribute a small quantity of lapping
out of the bonnet and remove the packing out compound mixed with olive oil on the two
of the packing chamber. mating surfaces.
The valve is now ready for parts replacement 5. It is important to apply only light, even pressure
and or repair. when lapping seats and to rotate reciprocally.
For best results, use an air or electric hand
tool with adjustable speed and reciprocal
7.2 SEAT LEAKAGE movement. The lapping tool should be lifted
frequently and turned to a new starting position.
7.2.1 General
6. Automatic grinding and lapping of seat faces
An indication that valve leakage exists after a can be done by specialized equipment which
valve has been properly closed may be found by can save considerable time, refer to Figure 7.2A.
observing the pressure loss in the line on the high For major damages the use of 60 or 80 grit
pressure side of the valve. In the case of hot water diamond or Micron alumina abrasive discs is
or steam lines, note whether the downstream pipe suggested. For minor damage use 120 to 180
remains hot beyond the usual length of time. This grit. For finishing use 220 grit and higher can be
type of leak may be the result of a distorted seat, used. For further details contact the Velan Field
caused by improper welding of the valve into the Engineering Service Department.
pipeline, or by stress-relieving temperature that may
have been used during installation.
7.2.3 Fitting of Repaired Parts: Globe Valves
Leaks can also be caused by failure to close the valve
tightly, resulting in high-velocity flow through a 1. After the seating faces of the disc and seat
small opening. In spite of the fact that the hardfacing have been relapped and cleaned with a suitable
material (Stellite) is corrosion- and erosion-resistant, cleaning fluid, such as acetone or alcohol,
grooves, pit marks or other surface irregularities the results of the lapping must be verified by
may still form on the mating faces. Valves which leak a blueing test to check for full circumferential
should be repaired as soon as possible to prevent contact. A blueing ink should be distributed
greater damage caused by high-velocity flow. smoothly and equally over the seating
diameter of the disc. Slowly lower the part into
7.2.2 Seat Repairs: Globe Valves the body and find the correct mating point of
the faces.
1. Disassemble the valve as described in
2. When fitting the disc, it is important that the
Disassembly of Globe Valves, Section  7.1,
inside diameter of the body be checked for
and inspect the disc and seat for scratches,
sufficient clearance to allow the disc to move
pitting marks or other damage.
freely up and down. A visual examination of
2. If there are deep pitting marks, use a cast the body wall is recommended. Any grooves
iron lapping disc with seat angle of 15º and or scratches should be polished with a fine
a suitable lapping compound to roughen the emery cloth. It is also important to verify that
surface first. With the use of a new, or already the disc cannot be forced sideways against the
refinished original disc, you can use a finer outlet side of the waterway bore and become
lapping compound to finish lapping the disc jammed in that position.
and seat together.

22
 Y-pattern 45° inclined
bolted bonnet Globe valves VII

Note: A quick test is to take the stem-disc threads before a new coat of grease is applied.
assembly and check if the disc can be rocked. Recommended lubricants can be found in
The rocking will allow the disc to self-align to Table 6.2.
the seat.
Note: Use correct lubricant for each individual
part.
3. Repaired or replaced parts must be checked to
make sure that repair procedures have been
done and that replaced parts (e.g., packing
rings, spiral gasket, etc.) have been checked for
size so that they will fit into the valve you are
servicing.
4. All orientation marks assigned during
disassembly must be observed so that correct
assembly is maintained.

7.3.2 Torque Procedure

Figure 7.2A 1. Clean all studs and nuts and inspect all threads
Automatic reseater to ensure removal of all foreign matter, rust,
machine for grinding corrosion, burrs and previous lubricant.
/ lapping globe seats
2. Liberally cover the cap screw (stud) threads
and surface under the nut head with anti-
7.2.4 Disc Repair seize compound FEL-PRO C5-A or approved
equivalent. Also lubricate the female threads
A Disc seating damage no greater than 0.005” of the nuts. Wipe off, with approved solvent,
(0.12 mm) can be removed by lapping with any excess lubricant that may adhere to the
body seat, use 60 grit lapping compound to steel parts. Approved solvents for this work are
remove damage, followed by fine lapping 220 acetone, alcohol or Freon PCA.
grit and up for finishing.
Note: The use of other solvents is not
B Damages greater than 0.005” (0.12 mm) up to recommended.
0.060” (1.5 mm) should be machined followed
by fine lapping (refer to Section 4.4). 3. With bolts hand-tight, follow the bolt-tightening
sequence shown in Figure 7.3B. The sequence
Note: Disc and stem remains as a unit should depends upon the number of bolts employed
stem or disc replacement become necessary, it and the sketch shows only one possible
must be replaced as a unit. tightening sequence. The bolts must be
torqued to the recommended values shown
in Table 7.3.
7.3 Reassembly of Globe Valves
7.3.1 General
The reassembly procedures are not as detailed as 3 2
the disassembly procedures since in most cases
the reverse procedure is required.
1. The most important consideration is the
cleanliness of all parts. Rust and dirt should
be removed from all parts with a wire brush
or emery cloth. Oil and grease should be
removed with suitable solvents.
1 4
2. Threaded parts (cap screws, nuts, studs)
must be well relubricated. Old grease should
be removed from the stem and stem nut Figure 7.3B Bolt tightening sequence

23
 Y-pattern 45° inclined
Vii bolted bonnet Globe valves

Table 7.3 7.3.5 Packing Torques

Torque values (100%) for body-bonnet bolting
1. Clean all gland studs (15) and gland nuts (16).
Bolting Material Visually inspect all threads to ensure removal
Bolt Size
B7, 630 660 of all foreign matter, rust, corrosion, burrs and
previous lubricant.
⁄16 – 18UNC   12 (16)   10 (14)
5

3
⁄8 – 16UNC   20 (27)   20 (27) 2. Liberally cover the stud threads and the female
7
⁄16 – 14UNC   30 (41)   30 (41) threads of the nuts with anti-seize compound
1
⁄2 – 13UNC   50 (68)   45 (61) FEL-PRO C5-A or approved equivalent.
9
⁄16 – 12UNC   70 (95)   62 (84) 3. With gland nuts (16) hand-tight, tighten them a
5
⁄8 – 11UNC   95 (129)   85 (115) little at a time on each side, then torque down
3
⁄4 – 10UNC 170 (231) 150 (203) to the correct torque in accordance with the
7
⁄8 – 9UNC 270 (366) 240 (325) valve type, size and pressure class, as shown
in Table  6.1.2., and use Packing Consolidation
Note: 1) All values lb•ft (Nm). Torque tolerance ±10%.
Method.
2) For other sizes and bolting materials,
please contact the manufacturer. 4. Values given in Table  6.1.2 are approximate
for standard Velan valves. Whenever possible,
7.3.3 Application of Torque refer to the Project Engineering drawing for a
particular valve and its torque.
When applying the torque to the bolts, each bolt
should be torqued in steps of approximately 20% of
7.3.6 Packing Consolidation Method
the final torque. As the final torque is approached,
the required step will be much less than 20%. 1. Insert the first packing ring, braid graphite
type (end ring) and place as deep into the
Caution: packing chamber as possible, followed by
graphite ribbon (intermediate packing rings)
1. If tightening sequence is not followed,
refer to Figure 7.3A.
it is possible that the spiral wound gasket will
not be compressed evenly, causing the body- Note: The split lap joints of each consecutive
bonnet joint to leak. ring should be staggered at approximately
2. Over-torquing could deform the bonnet 120º apart.
flange and cause joint leakage. 2. Install the last braided graphite type packing
3. Do not use an impacting device to draw ring (end ring). Lower the gland bushing and
up the bolting on body and bonnet (cover) check for positive engagement with packing
closures. chamber.
Note: The gland bushing should enter
7.3.4 Replacement of Spiral Wound Gasket
the packing chamber as a rule of thumb
1. The gasket seating faces (the recess in the approximately 1⁄8” (3 mm) minimum
body and the bonnet face) must first be engagement.
checked for smoothness. Scratches can
normally be removed with an emery cloth. The 3. Place the packing flange into position. Ensure
faces should then be solvent degreased and gland bolt/nuts are well lubricated with anti-seize
dried before assembly. Approved solvents are compound. Compress the packing by tightening
acetone, alcohol or Freon PCA. the nuts to the torque value shown in Table 6.1.2.
2. Install new spiral wound gasket between the 4. Cycle the valve for approximately the length of
body and bonnet joint. The body is now ready the packing chamber, first open then close and
for installation of the bonnet assembly and retighten to required final torque (Table 6.1.2).
tightening of the bolting in accordance with Do this procedure as many times as necessary
the torquing procedure. (approximately 4-5 times) until all packing
become fully consolidated (no more loss of
Caution: Valve must be partially open when torque).
torquing bolts to prevent damage to seating
surface.

24
 Y-pattern 45° inclined
Welded bonnet Globe valves VIII

Note: For motor operated valves (MOV) use 8.1 Disassembly

manual override handwheel to cycle open and
1. Ensure the line has been depressurized.
close.
2. Open the valve partially and remove the gland
bolts and the handwheel.
3. Using a hand grinder carefully cut by grinding
04 the body/bonnet seal weld along the body up
to the bonnet.
4. To unscrew the bonnet, use a pipe wrench on
15 one yoke arm, tension well counter clockwise
and tap firmly using a brass or plastic hammer.
16 Note: If the bonnet has not moved, it may
indicate the weld has not been removed
11 completely or sufficiently that may require
some more grinding to remove.
12 5. After the bonnet assembly has been
unscrewed, the stem together with disc can be
removed through the bottom of the bonnet by
02
turning clockwise to disengage from the yoke
bushing and once disengaged it can be pulled
out and the packing rings can then be removed.
13B Note: If the yoke bushing needs to be
replaced, it will be necessary to grind off
13A the tack welds and turn counterclockwise to
unscrew. The valve is now ready for parts
replacement and or repair.
parts description
02 - Bonnet NOTE: Seat and disc repairs and fitting of
04 - Stem repair parts refer to Section 7.2.
11 - Packing flange
12 - Gland bushing
13A - Packing ring (braided)
13B - Packing ring (die-formed) 8.2 reassembly
15 - Stud
16 - Nut 1. In general the reassembly procedure in most
cases is the reverse procedure of disassembly,
refer to Section 7.3.
Figure 7.3A Packing rings installed 2. Additionally, prepare the bonnet and body for
seal weld by removing remnants of original
seal weld. Screw in the bonnet metal to metal
and tighten firmly. The valve is now ready for
seal welding.
3. Perform seal weld as follows: For 300 series
stainless steel valves no preheat nor postweld
heat treatment (PWT) is required. For CS
valves type F11 and F22. Preheat is required
only, preheat to 300 - 350ºF (148 - 176ºC). For
valves P5 and up, preheat and postweld heat
treatment is mandatory.
Note: After seal weld has cooled off, perform
a dye penetrate test (PT), or magnetic particle
(MT).

25
 Forged steel piston check valves
IX For horizontal and vertical lines

9.3 Disc repairs

Piston check disc repairs are identical to globe
disc repairs, except the disc seating angle is of
271/2º. Refer to Section 7.2.4 A and B and removal
allowances in Section and Table 4.4.

9.4 FITTING OF REPAIRed PARTS:

PISTON CHECK VALVES
1. After the seating faces of the disc and seat
have been relapped and cleaned with a
suitable cleaning fluid, such as acetone or
alcohol, the results of the lapping must be
verified by a blueing test to check for full
circumferential contact. A blueing ink should
be distributed smoothly and equally over the
seating diameter of the disc. Slowly lower the
part into the body and find the correct mating
Figure 9.1A Y-pattern inclined welded cover point of the faces, by tapping lightly on top of
piston check valve. the disc.
2. When fitting the disc, it is important that the
9.1 Disassembly, Cover removal inside diameter of the body be checked for
NOTE: Y-Pattern Inclined Piston Check cover is sufficient clearance to allow the disc to move
screwed in and seal welded. To allow cover removal freely up and down. A visual examination of
the seal weld must be grinded off or machined. the body wall is recommended. Any grooves
or scratches should be polished with a fine
1. Using a hand grinder with a flat cutting wheel, emery cloth. It is also important to verify that
cut the seal weld along the body up to to the the disc cannot be forced sideways against the
cover. outlet side of the waterway bore and become
jammed in that position.
2. To unscrew the cover, use an adjustable
wrench on the cover flats, tension well counter
clockwise and at the same time tap firmly 9.5 reassembly
on top of the cover using a brass or plastic 1. In general the reassembly procedure in most
hammer. cases is the reverse procedure of disassembly,
NOTE: If the cover has not moved, it may indicate refer to Section 9.1.
the weld has not been removed completely or 2. Additionally, prepare the cover and body for
sufficiently, that may require some more grinding/ seal weld by removing remnants of original
cutting to remove. seal weld. Screw in the cover metal to metal
and tighten firmly. The valve is now ready for
3. After the cover has been unscrewed, the
seal welding.
spring and disc can then be removed for
inspection and/or repair/replacement. 3. Perform seal weld as follows: For 300 series
stainless steel valves no preheat nor postweld
heat treatment (PWT) is required. For CS
9.2 SEAT REPAIRS valves type F11 and F22. Preheat is required
Generally seat repairs are similar to bolted bonnet only, preheat to 300 - 350ºF (148 - 176ºC). For
globe except the seat angle of the piston check valves P5 and up, preheat and postweld heat
is 30º angle, refer to Section 7.2 for removal treatment is mandatory.
allowances. Refer to Section 4.4 and Table 4.4. For Note: After seal weld has cooled off, perform
seat lapping using automatic reseater machine, a dye penetrate test (PT), or magnetic particle
refer to Section 7.2, step 6 and Figure 7.2A. (MT).

26
 TERMS AND CONDITIONS OF SALE

CONTRACT: Orders are subject to acceptance by costs those parts proven defective, or (iii) in
the Velan Companies hereinafter referred to as discharge of Seller’s maximum liability herewith,
the seller. No terms or conditions of Purchaser’s refunding all monies paid by Purchaser to Seller
order contrary to the Seller’s terms and condition for the Product and, at discretion of Seller, having
shall be binding upon the Seller unless specifically the product removed and returned to Seller at
agreed to by the Seller in writing. Purchaser’s expense. All transportation charges
MINIMUM ORDER CHARGE: $500.00 net. relative to corrective work, defective parts or
PRICES: All quoted prices are subject to change replacement parts shall be borne by Purchaser.
by the seller without prior notice and, unless Purchaser shall give Seller immediate notice upon
otherwise stipulated by Seller, are understood to discovery of any defect. The undertaking of repairs
be F.O.B. Seller’s plant, with delivery to carrier or replacements by Purchaser or its agents without
constituting delivery to purchaser. Right to Seller’s written consent shall relieve seller of all
possession of the material to secure the payment responsibility herewith.
of the purchase price shall remain in Seller Finished materials and accessories purchased
until all payments therefore shall have been from other manufacturers are warranted only
fully made. For the protection of the Purchaser to the extent of the manufacturer’s warranty to
and the Seller, verbal customer orders must be Seller.
confirmed by a formal written purchase order. If Any alteration in material or design of Seller’s
a written purchase order is not received within product or component parts thereof by Purchaser
ten days or a verbal order, product descriptions, or others without written authorization by Seller
quantities, specifications, etc., as set forth in voids all obligations of Seller regarding the product
Seller’s acknowledgement and invoice shall be and any associated warranty herein stated or
conclusive and binding on both parties. Any order implied.
that is shipped before receipt of confirmation
which might have been entered incorrectly and Seller’s sole liability shall be exclusively as set
would require remedial action would be for the forth herein, and Seller shall not be liable for
Purchaser’s account. any incidental or consequential damages due to
its breach of any warranty herein contained, or
TAXES: All prices are exclusive of taxes. Sales,
otherwise. Without limitation to the foregoing, in
use and other taxes, by whomsoever levied, are
no event shall Seller be liable for the loss of use
to be paid by the Purchaser, and unless invoiced,
of the product or of any other product, process,
are to be paid by the Purchaser directly to the
plant, equipment, or facilities of the Purchaser or
appropriate governmental agency.
end-user whether partially or wholly due to defects
DELIVERY: Delivery or shipment specified is in material and / or workmanship and / or design
Seller’s best estimate and Seller shall not be of Seller’s product, and in no event shall Seller be
liable for delay in deliveries resulting from any liable for removal of appurtenances or incidentals
cause whatsoever. Failure to ship on or near the such as connections, pipe work and similar items
estimated date shall not entitle Purchaser to cancel of obstruction or for any cost brought about by the
his order without charge. necessity of removing the product from its point of
RETURN OF MATERIALS: Materials may be installation.
returned only with prior written agreement of Seller makes no warranty of any kind whatsoever,
Seller. expressed or implied, other then is specifically
CANCELLATION: Cancellation of orders may be stated herein; and there are no warranties of
made only with the Seller’s written consent and merchantability and/or fitness for a particular
Purchaser shall be subject to cancellation charges. purpose which exceed the obligations and
PRODUCT WARRANTY: Seller warrants the warranties specifically stated herein.
equipment of its own manufacture to be free Parts furnished without charge as replacements
of defects in material and workmanship, under for original parts under warranty are warranted for
normal use and proper operation for a period of that period of time during which the original parts
one year from the date of shipment from Seller’s warranty is effective.
plant. Seller’s obligation under warranty shall be
strictly limited, at Seller’s option, to: (i) furnishing ALL SHIPMENTS WILL BE F.O.B. PLANT
replacement parts for or repairing without charge LOCATION. SHIPMENTS WILL BE MADE VIA MOST
to Purchaser, F.O.B. Seller’s plant or (ii) issuing ECONOMICAL CARRIERS UNLESS OTHERWISE
written authorization for Purchaser or others to REQUESTED.TERMS: NET 30 DAYS FROM DATE
replace or repair without charge to Purchaser, at OF INVOICE: 11⁄2 % PER MONTH OF ALL OVERDUE
costs comparable to Seller’s normal manufacturing ACCOUNTS, ALL TAXES EXTRA. PRICES SUBJECT
TO CHANGE WITHOUT NOTICE.

27
 MANUFACTURING PROGRAM
Product Literature(1) Size Pressure Applicable
Valve Product Line
Catalog Manual NPS DN Class Standards
Forged pressure seal
IOM-FPSM PS: ASME 600 – 4500
and bolted bonnet gate, CAT-PS 2 – 24 50 – 600 ASME B16.34
IOM-FBBM BB: ASME 150 – 1500
globe, and check valves
Small forged steel gate, IOM-SFVM IOM-BDVM API 602
CAT-SFV ¼–3 8 – 80 ASME 150 – 4500
globe, and check valves IOM-BOVM VEL-HFAM ASME B16.34
Forged steel Y-pattern
CAT-BG IOM-FBGM ½–4 15 – 100 ASME 900 – 4500 ASME B16.34
globe valves
Cast steel gate, globe,
CAT-CSV IOM-CSVM VEL-HFAM 2 – 64 50 – 1600 ASME 150 – 1500 API 600
and check valves
Cast stainless steel
API 603
corrosion resistant gate, CAT-CSSV IOM-CSVM ¼ – 24 8 – 600 ASME 150 – 300
ASME B16.34
globe, and check valves
Proquip dual plate ASME 150 – 2500
CAT-DPCV IOM-DPCV 2 – 60 50 – 1500 API 594
check valves API 6A 2000 – 5000
All stainless steel TAPPI TIS 405-8
CAT-KGV IOM-KGVM 2 – 36 50 – 900 150 psig @150°F
knife gate valves MSS SP-81
IOM-BVSB1 IOM-BVHP
IOM-BVSB2 VEL-BVEP
Resilient-seated ASME 150 – 600
CAT-BV IOM-BVSB3A VEL-BVUB3 ¼ – 24 8 – 600 ASME B16.34
ball valves up to 2000 WOG
IOM-BVEE VEL-BVUB4
IOM-BVVTP VEL-BVHB
General purpose
CAT-GPBV IOM-BVV3P ¼–2 8 – 50 600 – 2000 WOG Refer to catalog
ball valves
IOM-MSBVNR VEL-BVMS2
Metal-seated IOM-MSBVU VEL-BVMS3
VEL-MS ½ – 48 15 – 1200 ASME 150 – 4500 ASME B16.34
ball valves IOM-MSBVC IOM-CBVM
IOM-BVTE
Power Ball valves N/A IOM-PBV ½–4 15 – 100 ASME 3100 – 4500 ASME B16.34
Torqseal® Triple-offset API 609
CAT-BF IOM-BF 3 – 48 80 – 1200 ASME 150 – 600
butterfly valves ASME B16.34
Bellows seal gate and
VEL-BS VEL-BSVM ½ – 12 15 – 300 ASME 150 – 2500 ASME B16.34
globe valves
Cryogenic gate, globe,
check, ball, and butterfly VEL-CRYO IOM-CRYO(2) 3
⁄8 – 80 10 – 2000 ASME 150 – 1500 ASME B16.34
valves

(1) Visit www.velan.com for the latest literature. (2) This supplementary IOM is to be used in conjunction with the applicable standard IOM.

Headquartered in Montreal, Canada, Velan has several international

subsidiaries. For general inquiries:
WARNING: The use of chainwheels may present a risk of serious injury to
personnel or damage to property if the chainwheel becomes
detached and falls. The end user and purchaser shall be responsible to ensure
the correct installation, operation, maintenance and safety provisions related
Velan head office to chainwheels. Velan does not assume any liability whatsoever for the safe
7007 Côte de Liesse, application and operation of chainwheels supplied by parties other than Velan
or for chainwheels that are used without a suitably designed safety device.
Montreal, QC H4T 1G2 Canada
Tel: (514) 748-7743 Fax: (514) 748-8635 © 2019 Velan Inc., Montreal, QC, Canada. All rights reserved. The contents hereof are confidential and proprietary
to Velan. Any unauthorized reproduction or disclosure, in whole or in part, is strictly prohibited. The material in
this catalog is for general information only and shall not be used for specific performance data and material
selection without first consulting Velan. Velan reserves the right to change this information without notice. Velan
does not accept any liability or damages arising from the use of information in this catalog. Velan, Velan Ultraflex,
Check our website for more specific contact information. Steamless, Moss, Torqseal, Memoryseal, Securaseal, Velflex, Rama, Clama, Adareg, and Rama Clama II are
trademarks or registered trademarks of Velan Inc. and/or another Velan company. One or more of these trademarks
www.velan.com are registered in certain countries/regions, please contact Velan Inc.’s legal department for further information. All
other trademarks and registered trademarks are owned by their respective companies.

IOM–FBGM–02-14a

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