Crosby Series BP OMNI-TRIM® Pressure Relief Valves: Installation, Maintenance, and Adjustment Instructions

Crosby Series BP OMNI-TRIM® Pressure Relief Valves

Installation, Maintenance and Adjustment Instructions

Introduction

Before installation, these instructions must be read fully and understood.

Pressure relieving valves must be handled carefully and never subjected to sharp impact loads. They should not be struck, bumped, or dropped. Rough handling may alter the pressure setting, deform valve parts, and adversely affect seat tightness and valve performance.

The safety of lives and property often depends on the proper operation of pressure relief valves. Valves must be maintained according to appropriate instructions and tested periodically to ensure correct function.

Note: Where valves have levers (as in Types D and E top construction), DO NOT LIFT OR CARRY VALVES BY THE LEVERS.

Inlet and outlet protectors should remain in place until the valve is ready to be installed on the system.

Crosby pressure relief valves described in this instruction are manufactured in accordance with the requirements of ASME Boiler and Pressure Vessel Code, Section VIII. Capacities are certified by the National Board of Boiler and Pressure Vessel Inspectors.

1 General

Crosby valves have been tested and adjusted at the factory. As service conditions differ, slight adjustments may be necessary. These adjustments are made easily if the instructions below are followed carefully.

Warning: To ensure trouble-free performance, clean the valve inlets and outlets thoroughly before installing.

2 Storage and Handling

Valves are often on hand at the job site months before installation. Unless stored and protected properly, valve performance may be adversely affected. Rough handling and dirt can damage or cause misalignment of valve parts. It is recommended that valves be left in their original shipping containers and stored in a warehouse or, at a minimum, on a dry surface with a protective covering until use.

3 Installation

3.1 Inlet Piping

The valve should be mounted vertically in an upright position, either directly on a nozzle from the pressure vessel or on a short connection fitting that provides a direct, unobstructed flow between the vessel and the valve. Installing a pressure relief valve in other than this recommended position might adversely affect its operation. A valve should never be installed on a fitting having a smaller inside diameter than the valve's inlet connection. Compliance with these recommendations will assure clean, positive valve operation. Many valves are damaged when first placed in service due to failure to clean connections properly during installation. Both the valve inlet and the vessel/line on which the valve is mounted must be cleaned thoroughly of all dirt and foreign material.

3.2 Outlet Piping

Discharge piping should be simple and direct. A broken connection near the valve outlet is preferred. The weight of the discharge piping should be carried by a separate support and be braced firmly against swaying or vibrations. Fittings or pipe having a smaller inside diameter than the valve outlet connections must not be used. The flow from the valve must discharge to a safe disposal area.

4 Testing

Testing should be performed by trained personnel using the applicable test procedure. Follow these guidelines for performance of the set pressure test:

4.1 Test Fluids - Set Pressure Test

The test fluid should be air or nitrogen for valves used on gas and vapor service, and water for valves used on liquid service.

4.2 Temperature Correction

When a valve is set on air or water at room temperature and then used at a higher service temperature, the cold differential set pressure shall be corrected to exceed the set pressure using the following temperature correction:

Operating Temperature% Pressure Increase
0 to +150 °F (-18 to +66 °C)1%
+151 to 400 °F (+66 to +204 °C)1%

4.3 Valve Operation

Valves intended for compressible fluid service and tested on air or nitrogen will open with a sharp, clear popping action at the set point. Valves for liquid service tested with water are considered open at the first continuous unbroken stream of liquid flowing through the valve. Sometimes, installing a short piece of pipe in the valve outlet can help determine the opening on water.

5 Set Pressure Changes

Set pressure changes beyond the specified spring range will necessitate a change in the valve spring assembly, consisting of the spring and two washers. The new spring and washers must be obtained from Emerson, and the valve must be reset and the nameplate restamped by an authorized repair facility.

6 Set Pressure Adjustment

Before making any adjustments, reduce the pressure under the valve seat to at least 25% below the stamped opening pressure. This will prevent seat damage due to turning of the disc insert on the nozzle seat and minimize the chance of an inadvertent opening.

7 Maintenance

7.1 Dismantling

  1. Remove the cap.
  2. Before removing the adjusting bolt, take a measurement from the top of the adjusting bolt to the top of the cylinder as a reference for resetting the valve later.
  3. Loosen the adjusting bolt nut and turn the adjusting bolt counterclockwise to remove the load on the spring completely. Unless this is done, unnecessary damage to the seat or misalignment of the trim parts may occur when the valve is reassembled.
  4. Loosen the base from the cylinder but do not remove.
  5. Place the valve, upside down, in a vise and remove the base.
  6. Remove the guide and disc assembly as a unit. A screwdriver or other suitable tool can be inserted into the cylinder vent hole to facilitate removal of the guide.
  7. Remove the disc holder from the guide.
  8. Remove the cylinder from the vise and remove the spindle, spring, and spring washers.
  9. Remove the disc insert by inserting a drive pin or similar tool into the hole in the disc holder and press out the disc insert. Remove the O-ring with a suitable tool. Be careful not to damage the O-ring groove.
  10. Remove the guide O-ring, piston O-ring, and cylinder O-ring.

Cleaning

The following instructions are general guidelines. Certain applications may require the use of special cleaning procedures.

  1. After the valve has been dismantled completely, examine the seats on both the nozzle and the disc insert to determine how badly they are damaged. Any severe damage may make it advisable to replace the parts.
  2. External parts, such as the cylinder and cap, can be cleaned by immersion in a bath such as a hot Oakite solution or equivalent.
  3. Internal parts, except O-rings, can be cleaned using acetone, denatured alcohol, or any other suitable solvent. Mechanical cleaning of internal parts, except seats, can be performed using fine sandpaper or emery cloth.

7.2 Assembly

  1. Prior to assembly, coat the following surfaces with pure nickel "Never-Seez" (refer to Figure 1): Base to cylinder threads, Spring washer bevels, Adjusting bolt threads, Cap threads, Cap to cylinder sealing surfaces.
  2. Prior to assembly, lightly coat the guide surface of the guide with Dow Corning 3451 grease.
  3. Coat all O-rings (except the piston O-ring and TFE O-rings) with Dow Corning 3451.
  4. Coat the piston O-ring with Dow Corning 3451.
  5. Place the spring and washers onto the spindle.
  6. Place the spindle/washer/spring assembly into the cylinder. With the spindle protruding through the top of the cylinder, invert the cylinder and place it in a vise.
  7. Coat the entire guide O-ring with Dow Corning 3451 and install it on the guide.
  8. Coat the entire seat O-ring (except TFE seat) with Dow Corning 3451. Insert the O-ring into the groove in the disc holder. Push the disc insert into the disc holder. Installing the disc insert with a TFE O-ring or a high durometer elastomer may require a small press.
  9. Coat the entire piston O-ring with a small amount of Dow Corning 3451 and install it onto the disc holder.
  10. Install the disc holder into the guide.
  11. Install the guide/disc holder assembly into the cylinder.
  12. Coat the cylinder O-ring with Dow Corning 3451 and install it into the cylinder.
  13. Screw the base into the cylinder until tight (locked).
  14. Screw the adjusting bolt nut onto the adjusting bolt and install it into the cylinder.
  15. Screw the cap onto the cylinder with a suitable wrench until tight.

8 Assembly of Caps and Lifting Lever Devices

Type A (screwed cap)

Apply pure nickel Never-Seez or equivalent to the cap sealing surface and screw the cap onto the top of the cylinder. Tighten the cap with a suitable wrench.

Type B (screwed cap with test rod)

Apply pure nickel Never-Seez to the cap sealing surface and screw the cap onto the top of the cylinder. Tighten the cap with a suitable wrench. Install the cap plug O-ring and screw the cap plug into the cap. The test rod is installed only during system hydrostatic testing. Never install the test rod unless performing system hydrostatic testing.

Type D (packed lifting lever)

  1. Apply Loctite 242 or equivalent to the spindle threads. Screw the spindle nut onto the spindle. Screw the cap hand tight.
  2. Apply Dow Corning 3451 or equivalent to the cam O-ring and install it onto the cam. Insert the cam into the sleeve. Install the lever onto the cam and secure with the lever pin.
  3. Screw the lever assembly into the cap. If the cam interferes with the spindle nut, remove the spindle assembly and raise the spindle nut. Repeat until the spindle nut is approximately 1/16" above the cam.
  4. Once the spindle nut is in position, remove the cap and screw the locknut onto the spindle. While securing the spindle nut firmly with locking pliers, tighten the locknut.
  5. Apply pure nickel Never-Seez or equivalent to the cap threads and to the cap sealing surface. Screw the cap onto the top of the cylinder. Tighten the cap with a suitable wrench.
  6. Apply Dow Corning 3451 or equivalent to the cam sleeve O-ring and install the O-ring. Install the lever assembly.

Type E (packed lifting lever with test rod)

Assembly of the Type E lifting lever is identical to the Type D, with the addition of the cap plug O-ring and the cap plug. The test rod is installed only during system hydrostatic testing. Never install the test rod unless performing system hydrostatic testing.

Diagram Descriptions

Figure 1: Crosby Series BP OMNI-TRIM® Pressure Relief Valve Cross-Section and Cap Types

Main Valve Cross-Section: Depicts the internal components of the pressure relief valve. Key labeled parts include: Cap, Adjusting bolt, Adjusting bolt nut, Spring washer (top), Spindle, Spring, Spring washer (bottom), Guide, Seal and wire, Cylinder vent hole (*must remain open), Piston O-ring, Guide O-ring, Disc holder, Disc insert, Cylinder O-ring, Cylinder, Base, and Seat O-ring. Lubricant specifications are noted for various components, such as "Never-Seez" for threads and sealing surfaces, and "Dow Corning 3451" for O-rings and guide surfaces.

Cap and Lever Type Diagrams:

  • Type A (screwed cap): Shows a simple screwed cap assembly.
  • Type B (screwed cap with test rod): Similar to Type A, but includes provisions for a test rod connection, typically used during hydrostatic testing.
  • Type D (packed lifting lever): Illustrates a valve with a lifting lever mechanism. Components shown include the cap, locknut, spindle nut, cam, cam sleeve, lever pin, and lever. Lubrication points are indicated.
  • Type E (packed lifting lever with test rod): Combines the lifting lever mechanism of Type D with the test rod provisions of Type B.
  • View showing valve gagged with test rod: A detail showing how a test rod is used to gag the valve for testing purposes.

9 Replacement Spare Parts

9.1 Ordering Information

Emerson recommends maintaining a sufficient inventory of spare parts to support process requirements. Always use genuine Emerson parts to ensure continued product performance and warranty.

9.2 Parts

To order parts, the following information must always be included:

  1. Quantity
  2. Part name (e.g., disc insert)
  3. Size, style, type, and valve number
  4. Shop and/or serial number
  5. Original purchase order number (if the nameplate has been destroyed)

Note: The size, style, shop number, set pressure, and serial number can always be found on the valve nameplate.

9.3 Springs with Washers

To order springs with washers, the required valve set pressure must be specified, in addition to other parts information. If back pressure (fixed or variable) or elevated temperature exists during operation, these conditions must also be specified. Emerson provides special 'fast response' delivery service of spare parts to satisfy unplanned parts requirements. Fast response delivery service can be initiated by contacting your local Emerson representative.

For additional information about Series BP OMNI-TRIM pressure relief valves, see VCTDS-00594.

Disclaimers and Trademarks

Neither Emerson, Emerson Automation Solutions, nor any of their affiliated entities assumes responsibility for the selection, use, or maintenance of any product. Responsibility for proper selection, use, and maintenance of any product remains solely with the purchaser and end user.

Crosby is a mark owned by one of the companies in the Emerson Automation Solutions business unit of Emerson Electric Co. Emerson Automation Solutions, Emerson, and the Emerson logo are trademarks and service marks of Emerson Electric Co. All other marks are the property of their respective owners.

The contents of this publication are presented for informational purposes only, and while every effort has been made to ensure their accuracy, they are not to be construed as warranties or guarantees, express or implied, regarding the products or services described herein or their use or applicability. All sales are governed by Emerson's terms and conditions, which are available upon request. Emerson reserves the right to modify or improve the designs or specifications of such products at any time without notice.

Visit Emerson.com/FinalControl for more information.

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