Fisher® ES and EAS easy-e™ Valves CL125 through CL600

Instruction Manual

Document Number: D100397X012

Document Date: October 2014

Introduction

Scope of Manual

This instruction manual provides installation, maintenance, and parts information for NPS 1/2 through 8 Fisher ES valves, and NPS 1 through 6 EAS valves, through CL600 ratings. Refer to separate manuals for instructions covering the actuator and accessories.

WARNING: Do not install, operate, or maintain an ES valve without being fully trained and qualified in valve, actuator, and accessory installation, operation, and maintenance. To avoid personal injury or property damage, it is important to carefully read, understand, and follow all the contents of this manual, including all safety cautions and warnings. If you have any questions about these instructions, contact your Emerson Process Management sales office before proceeding.

Specifications

Typical specifications for these valves are shown in Table 1.

Table 1. Specifications

End Connection Styles	Shutoff Classifications
Cast Iron Valves Flanged: CL125 flat-face or CL250 raised-face flanges per ASME B16.1	See Table 2
Steel and Stainless Steel Valves Flanged: CL150, 300, and 600 raised-face or ring-type joint flanges per ASME B16.5 Screwed or Socket Welding: All available ASME B16.11 schedules that are consistent with CL600 per ASME B16.34 Buttwelding: Consistent with ASME B16.25	See Table 2
Maximum Inlet Pressure⁽¹⁾	Flow Characteristics Standard Cages: Linear, quick opening, or equal percentage Whisper Trim ™ and WhisperFlo™ Cages: Linear
Cast Iron Valves Flanged: Consistent with CL125B or 250B pressure-temperature ratings per ASME B16.1	Flow Directions Standard Cages: Normally up Whisper Trim and WhisperFlo Cages: Always up
Steel and Stainless Steel Valves Flanged: Consistent with CL150, 300, and 600⁽²⁾ pressure-temperature ratings per ASME B16.34 Screwed or Welding: Consistent with CL600 pressure-temperature ratings per ASME B16.34
Approximate Weights
VALVE SIZE, NPS	WEIGHT (kg)	WEIGHT (Pounds)
1/2 and 3/4	11	25
1 and 1-1/4	14	30
1-1/2	20	45
2	25	55
2-1/2	39	85
3	45	100
4	408	900
6	459	1012
8	658	1450

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

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

Description

These single-port valves have cage guiding, quick-change trim, and unbalanced push-down-to-close valve plug action. Valve configurations are as follows:

ES–Globe style valve (figure 1) with metal-to-metal seating as standard for all general applications over a wide range of pressure drops and temperatures, and metal-to-PTFE seating is optional for more stringent shutoff requirements.
EAS–Angle valve version of ES, used to facilitate piping or in applications where a self draining valve body is required.

Installation

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

Personal injury or equipment damage caused by sudden release of pressure may result if the valve assembly is installed where service conditions could exceed the limits given in Table 1 or on the appropriate nameplates. To avoid such injury or damage, provide a relief valve for over-pressure protection as required by government or accepted industry codes and good engineering practices.

Check with your process or safety engineer for any additional measures that must be taken to protect against process media.

If installing into an existing application, also refer to the WARNING at the beginning of the Maintenance section in this instruction manual.

Table 2. Available Shutoff Classifications per ANSI/FCI 70-2 and IEC 60534-4

Seating	Shutoff Class
Metal	IV (standard)
PTFE	V
	VI

CAUTION: When ordered, the valve configuration and construction materials were selected to meet particular pressure, temperature, pressure drop, and controlled fluid conditions. Since some body/trim material combinations are limited in their pressure drop and temperature ranges, do not apply any other conditions to the valve without first contacting your Emerson Process Management sales office.

Before installing the valve, inspect the valve and pipelines for any damage and any foreign material which may cause product damage.

Before installing the valve, inspect the valve and associated equipment for any damage and any foreign material.
Make certain the valve body interior is clean, that pipelines are free of foreign material, and that the valve is oriented so that pipeline flow is in the same direction as the arrow on the side of the valve.
The control valve assembly may be installed in any orientation unless limited by seismic criteria. However, the normal method is with the actuator vertical above the valve. Other positions may result in uneven valve plug and cage wear, and improper operation. With some valves, the actuator may also need to be supported when it is not vertical. For more information, consult your Emerson Process Management sales office.
Use accepted piping and welding practices when installing the valve in the line. Internal elastomeric parts may stay in place during the welding procedure. For flanged valves, use a suitable gasket between the valve and pipeline flanges.

CAUTION: Depending on valve body materials used, post weld heat treating may be required. If so, damage to internal elastomeric and plastic parts, as well as internal metal parts is possible. Shrunk-fit pieces and threaded connections may also loosen. In general, if post weld heat treating is to be performed, all trim parts should be removed. Contact your Emerson Process Management sales office for additional information.

With a leak-off bonnet construction, remove the pipe plugs (keys 14 and 16, figure 8) to hook up the leak-off piping. If continuous operation is required during inspection or maintenance, install a three-valve bypass around the control valve assembly.
If the actuator and valve are shipped separately, refer to the actuator mounting procedure in the appropriate actuator instruction manual.

WARNING: Personal injury could result from packing leakage. Valve packing was tightened before shipment; however, the packing might require some readjustment to meet specific service conditions.

Maintenance

Valve parts are subject to normal wear and must be inspected and replaced as necessary. Inspection and maintenance frequency depends on the severity of service conditions. This section includes instructions for packing lubrication, packing maintenance, trim maintenance, and ENVIRO-SEAL bellows seal replacement. All maintenance operations may be performed with the valve in the line.

WARNING: Avoid personal injury or damage to property from sudden release of pressure or uncontrolled process fluid. Before starting disassembly:

Do not remove the actuator from the valve while the valve is still pressurized.
Always wear protective gloves, clothing, and eyewear when performing any maintenance operations to avoid personal injury.
Disconnect any operating lines providing air pressure, electric power, or a control signal to the actuator. Be sure the actuator cannot suddenly open the valve.
Use bypass valves or completely shut off the process to isolate the valve from process pressure. Relieve process pressure on both sides of the valve. Drain the process media from both sides of the valve.
Vent the power actuator loading pressure and relieve any actuator spring compression.
Use lock-out procedures to be sure that the above measures stay in effect while you work on the equipment.
The valve packing box may contain process fluids that are pressurized, even when the valve has been removed from the pipeline. Process fluids may spray out under pressure when removing the packing hardware or packing rings, or when loosening the packing box pipe plug.
Check with your process or safety engineer for any additional measures that must be taken to protect against process media.

CAUTION: Follow instructions carefully to avoid damaging the product surfaces, which could result in damage to the product.

Note: Whenever a gasket seal is disturbed by removing or shifting gasketed parts, a new gasket should be installed upon reassembly. This is necessary to ensure a good gasket seal since the used gasket may not seal properly.

Note: If the valve has ENVIRO-SEAL or HIGH-SEAL live-loaded packing installed, refer to instruction manuals ENVIRO-SEAL Packing System for Sliding-Stem Valves, D101642X012, or HIGH-SEAL Live-Loaded Packing System, D101453X012, for packing instructions.

Valves with ENVIRO-SEAL live-loaded packing or HIGH-SEAL Heavy-Duty live-loaded packing will not require this initial re-adjustment. See the Fisher instruction manuals titled ENVIRO-SEAL Packing System for Sliding-Stem Valves or Heavy-Duty Live-Loaded Packing System (as appropriate) for packing instructions. If you wish to convert your present packing arrangement to ENVIRO-SEAL packing, refer to the retrofit kits listed in the Parts Kits sub-section near the end of this manual.

Trim Maintenance

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

CAUTION: In the following applicable procedures, to avoid damaging parts, do not grip the bellows shroud or other parts of the stem/bellows assembly. Grip only the flat areas on the stem where it extends out of the top of the bellows shroud.

Except where indicated, key numbers in this section are referenced in figure 13 for standard NPS 1/2 through 6 constructions, figure 14 for NPS 8 ES valves, figure 15 for Whisper Trim III cage detail, and figure 16 for WhisperFlo trim.

Disassembly

Remove the actuator and the bonnet according to steps 1 through 6 of the Replacing Packing procedure of the Maintenance section.

Table 4. Recommended Torque for Packing Flange Nuts (Not for Spring-Loaded Packing)

VALVE STEM DIAMETER	PRESS-URE RATING	GRAPHITE TYPE PACKING				PTFE TYPE PACKING
VALVE STEM DIAMETER	PRESS-URE RATING	Minimum Torque	Maximum Torque	Minimum Torque	Maximum Torque
mm	Inches	N•m	Lbf.in	N•m	Lbf.in	N•m	Lbf.in	N•m	Lbf.in
9.5	3/8	CL125, 150	3	24	5	48	1	12	3	24
		CL250, 300	4	36	7	60	2	18	3	30
		CL600	5	48	8	72	3	24	4	36
12.7	1/2	CL125, 150	5	48	8	72	3	24	4	36
		CL250, 300	7	60	10	84	3	30	5	42
		CL600	10	84	14	120	5	42	7	60
19.1	3/4	CL125, 150	11	96	16	144	5	48	8	72
		CL250, 300	14	120	20	180	7	60	10	90
		CL600	20	180	30	264	10	90	15	132
25.4	1	CL300	24	216	37	324	12	108	16	144
25.4	1	CL600	34	300	50	444	16	144	24	216
31.8	1-1/4	CL300	33	288	49	432	16	144	24	216
31.8	1-1/4	CL600	45	396	66	588	22	192	33	288

Parts Ordering

Each body-bonnet assembly is assigned a serial number which can be found on the valve. This same number also appears on the actuator nameplate when the valve is shipped from the factory as part of a control valve assembly. Refer to the serial number when contacting your Emerson Process Management sales office for technical assistance. When ordering replacement parts, refer to the serial number and to the eleven-character part number for each part required from the following parts kit or parts list information.

Refer to Table 6 for standard and common material designations.

WARNING: Use only genuine Fisher replacement parts. Components that are not supplied by Emerson Process Management should not, under any circumstances, be used in any Fisher valve, because they may void your warranty, might adversely affect the performance of the valve, and could cause personal injury and property damage.

Parts Kits

Note: Kits do not apply to alloy C (N10276 and CW2M), Alloy 20 (N08020 and CN7M), or alloy 400 (N04400 and M35-1) trims.

Table 5. Valve Stem Connection Torque and Pin Replacement

VALVE STEM CONNECTION (VSC)	BOLT TORQUE, MINIMUM TO MAXIMUM		HOLE SIZE
VALVE STEM CONNECTION (VSC)	N•m	Lbf.ft	mm	Inch
9.5	3/8	40-47	25-35	2.41-2.46	0.095-0.097
12.7	1/2	81-115	60-85	3.20-3.25	0.126-0.128
19.1	3/4	237-339	175-250	4.80-4.88	0.189-0.192
25.4	1	420-481	310-355	6.38-6.45	0.251-0.254
31.8	1-1/4	827-908	610-670	6.38-6.45	0.251-0.254

Table 6. Standard Material Designations

Standard Designation	Common Name or Trade Name
CoCr-A Hardfacing Alloy	CoCr-A
R30006	Alloy 6 Casting
S17400 SST	17-4PH Stainless Steel
S31600 SST	316 Stainless Steel
S41000, S41600, CA15	13Cr 400-Series SST
WCC Carbon Steel Casting	WCC

CAUTION: To avoid damaging the ENVIRO-SEAL bellows seal bonnet assembly, do not attempt to lap the metal seating surfaces. The design of the assembly prevents rotation of the stem and any forced lapping rotation will damage internal components of the ENVIRO-SEAL bellows seal bonnet.

ENVIRO-SEAL Bellows Seal and Bonnet

Replacing a Plain or Extension Bonnet with an ENVIRO-SEAL Bellows Seal (Stem/Bellows Assembly) and Bonnet

Remove the actuator and bonnet according to steps 1 through 6 of the Replacing Packing procedure of the Maintenance section.
With care, remove the valve plug and stem assembly from the valve body. If necessary, lift out the cage, also.

CAUTION: To prevent possible product damage, cover the opening in the valve in the following procedure to protect the sealing surfaces and to prevent foreign material from getting into the valve body cavity.

Remove and discard the existing bonnet gasket. Cover the valve body opening to protect sealing surfaces and to prevent foreign material from entering the valve body cavity.

Note: The ENVIRO-SEAL stem/bellows assembly for easy-e valves is available only with a threaded and drilled plug/adaptor/stem connection. The existing valve plug can be reused with the new stem/bellows assembly or a new plug can be installed.

Inspect the existing valve plug. If the plug is in good condition, it can be reused with the new ENVIRO-SEAL stem/bellows assembly. To remove the existing valve plug from the stem, first, place the existing plug stem assembly and valve plug in a soft-jaw chuck or other type of vise so that the jaws grip a portion of the valve plug that is not a seating surface. Drive out or drill out the pin (key 8).
Then, reverse the plug stem assembly in the soft-jaw chuck or vise. Grip the valve stem in an appropriate place and unscrew the existing plug from the valve stem.

CAUTION: When installing a valve plug on the ENVIRO-SEAL stem/bellows assembly, the valve stem must not be rotated. Damage to the bellows may result.

To avoid damaging parts, do not grip the bellows shroud or other parts of the stem/bellows assembly. Grip only the flat areas on the stem where it extends out of the top of the bellows shroud.

Note: The ENVIRO-SEAL stem/bellows assembly has a one-piece stem.

To attach the valve plug to the stem of the new ENVIRO-SEAL stem/bellows assembly, it is necessary to first attach the plug to the adaptor (key 24). Locate the adaptor. Notice that a hole has not been drilled in the threads where the plug screws onto the adaptor. Secure the valve plug in a soft-jaw chuck or other type of vise. Do not grip the plug on any seating surface. Position the plug in the chuck or vise for easy threading of the adaptor. Thread the adaptor into the valve plug and tighten to the appropriate torque value.
Select the proper size of drill bit and drill through the adaptor using the hole in the valve plug as a guide. Remove any metal chips or burrs and drive in a new pin to lock the plug/adaptor assembly together.
Attach the plug/adaptor assembly to the ENVIRO-SEAL stem/bellows assembly by first securing the stem/bellows assembly in a soft-jaw chuck or other type of vise so that the jaws of the chuck or vise grip the flats of the stem extending out of the top of the bellows shroud. Screw the valve plug/adaptor assembly onto the valve stem. Tighten as necessary to align the pin hole in the stem with one of the holes in the adaptor. Secure the adaptor to the stem with a new pin.
Inspect the seat ring (key 9) and soft seat parts (keys 21, 22, and 23). Replace, if necessary.
Place a new gasket (key 10) into the valve body in place of the bonnet gasket. Install the new stem/bellows assembly with valve plug/adaptor by placing it into the valve body on top of the new bellows gasket.
Place a new gasket (key 22) over the stem/bellows assembly. Place the new ENVIRO-SEAL bonnet over the stem/bellows assembly.

Note: Stud(s) and nut(s) should be installed such that the manufacturer's trademark and material grade marking is visible, allowing easy comparison to the materials selected and documented in the Emerson/Fisher serial card provided with this product.

WARNING: Personal injury or damage to equipment could occur if improper stud and nut materials or parts are used. Do not operate or assemble this product with stud(s) and nut(s) that are not approved by Emerson/Fisher engineering and/or listed on the serial card provided with this product. Use of unapproved materials and parts could lead to stresses exceeding the design or code limits intended for this particular service. Install studs with the material grade and manufacturer's identification mark visible. Contact your Emerson Process Management representative immediately if a discrepancy between actual parts and approved parts is suspected.

Properly lubricate the bonnet stud bolts. Install and tighten the bonnet hex nuts to the proper torque.
Install new packing and the metal packing box parts according to the appropriate arrangement in figure 3.
Install the packing flange. Properly lubricate the packing flange stud bolts and the faces of the packing flange nuts.

For ENVIRO-SEAL or HIGH-SEAL live-loaded packing, refer to the note at the beginning of the Maintenance section.

For graphite packing, tighten the packing flange nuts to the maximum recommended torque shown in table 7. Then, loosen the packing flange nuts, and retighten them to the recommended minimum torque shown in table 7.

For other packing types, tighten the packing flange nuts alternately in small equal increments until one of the nuts reaches the minimum recommended torque shown in table 7. Then, tighten the remaining flange nuts until the packing flange is level and at a 90-degree angle to the valve stem.

Install travel indicator parts, stem locknuts, and mount the actuator on the valve body according to the procedure in the appropriate actuator instruction manual.

Replacement of an Installed ENVIRO-SEAL Bellows Seal (Stem/Bellows Assembly)

Remove the actuator and bonnet according to steps 1 through 6 of the Replacing Packing procedure of the Maintenance section.

With care, remove the ENVIRO-SEAL stem/bellows assembly. If necessary, lift out the cage, also. Remove and discard the existing bonnet gasket and bellows gasket. Cover the valve body opening to protect sealing surfaces and to prevent foreign material from entering the valve body cavity.

Inspect the existing valve plug. If the plug is in good condition, it can be reused with the new stem/bellows assembly.

CAUTION: When removing/installing a valve plug on the ENVIRO-SEAL stem/bellows assembly, the valve stem must not be rotated. Damage to the bellows may result.

To avoid damaging parts, do not grip the bellows shroud or other parts of the stem/bellows assembly. Grip only the flat areas on the stem where it extends out of the top of the bellows shroud.

Purging the ENVIRO-SEAL Bellows Seal Bonnet

The ENVIRO-SEAL bellows seal bonnet has been designed so that it can be purged or leak tested. Refer to figure 8 for an illustration of an ENVIRO-SEAL bellows seal bonnet, and perform the following steps for purging or leak testing.

Remove the two diametrically opposed pipe plugs (key 16).
Connect a purging fluid to one of the pipe plug connections.
Install appropriate piping or tubing in the other pipe plug connection to pipe away the purging fluid or to make a connection to an analyzer for leak testing.
When purging or leak testing has been completed, remove the piping or tubing and reinstall the pipe plugs (key 16).

Table 7. Recommended Torque for ENVIRO-SEAL Bellows Seal Packing Flange Nuts

VALVE SIZE NPS	VALVE STEM DIAMETER THROUGH PACKING		MINIMUM TORQUE		MAXIMUM TORQUE
Inch	N•m	Lbf.in	N•m	Lbf.in
1/2-2	1/2	3	24	5	48
3-4	1	7	60	10	84

Diagrams and Figures

Figure 1. Fisher ES Valve with 657 Actuator

Figure 2. Optional Lubricator and Lubricator/Isolating Valve

Figure 3. PTFE V-Ring Packing Arrangements for Plain and Extension Bonnets

Figure 4. PTFE Packing Arrangements for Use in ENVIRO-SEAL Bellows Seal Bonnets

Figure 5. Detail of PTFE/Composition Packing Arrangements for Plain and Extension Bonnets

Figure 6. Double Graphite Ribbon/Filament Arrangements for use in ENVIRO-SEAL Bellows Seal Bonnets

Figure 7. Detail of Graphite Ribbon/Filament Packing for Plain and Extension Bonnets

Figure 8. Typical Bonnets

Figure 9. Typical HIGH-SEAL Graphite ULF Packing System

Figure 10. Typical ENVIRO-SEAL Packing System with PTFE Packing

Figure 11. Typical ENVIRO-SEAL Packing System with Graphite ULF Packing

Figure 12. Typical ENVIRO-SEAL Packing System with Duplex Packing

Figure 13. NPS 1/2 through 6 Fisher ES and EAS Valves

Figure 14. NPS 8 Fisher ES Valve with Optional Drain Plug

Figure 15. Whisper Trim III Cage Detail with Optional Drain Plug

Figure 16. Fisher ES Valve Assembly with WhisperFlo Cage with Optional Drain Plug

Parts List

Note: Part numbers are shown for recommended spares only. For part numbers not shown, contact your Emerson Process Management sales office.

Bonnet (figures 3-12)

Key	Description	Part Number
1	Bonnet/ENVIRO-SEAL bellows seal bonnet If you need a bonnet or an ENVIRO-SEAL bellows seal bonnet as a replacement part, order by valve size and stem diameter, serial number, and desired material.	See following table
2*	Valve plug	See following table
3*	Cage	See following table
4	Trim adaptor	See following table
5	Trim adaptor	See following table
7*	Valve plug stem	See following table
8*	Pin, 316 stainless steel	See following table
9*	Seat Ring or Liner	See following table
10*	Bonnet Gasket	See following table
11*	Cage Gasket	See following table
12*	Spiral-Wound Gasket	See following table
13*	Seat Ring or Liner Gasket	See following table
14*	Adaptor Gasket	See following table
15	Cap Screw	See following table
15	Stud	See following table
16	Nut	See following table
17	Pipe Plug	See following table
18	Flow Direction Arrow	See following table
19	Drive Screw	See following table
20*	Adaptor Gasket	See following table
21*	Seat Disk Retainer	See following table

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