AMOT B User manual

Doc No: OMMB00010 Revision: 7 –Mar 2014
Model B Valve –
Thermostatic valve for
diverting and mixing
applications
Installation, Operation
and Maintenance Manual

2
Contents
Revision: 7 –Mar 2014 OMMB00010
Section 1 Table of Contents
Section 1 Table of Contents................................................................ 2
Section 2 Introduction ....................................................................... 3
2.1 Scope ....................................................................................... 3
2.2 Safety....................................................................................... 3
2.3 Product support.......................................................................... 3
2.4 Typographical conventions........................................................... 4
Section 3 Description ........................................................................ 5
3.1 Overview................................................................................... 5
3.1.1 Manual override.................................................................. 5
3.2 Features.................................................................................... 5
3.3 Identification of Model Number..................................................... 6
Section 4 Use within the European Union (EU).....................................10
4.1 Pressure Equipment Directive (P.E.D.) .........................................10
4.2 Hazardous Area Directive (A.T.E.X.).............................................11
4.3 Machinery Directive ...................................................................13
Section 5 Installation........................................................................14
5.1 Installing the valve ....................................................................14
5.1.1 Before starting installation ..................................................14
5.1.2 Mounting the Valve in the Pipe ............................................14
5.1.3 Start up............................................................................15
Section 6 Operation .........................................................................16
6.1 Operation .................................................................................16
6.1.1 Diverting applications (controls outlet temp from load source).17
6.1.2 Mixing applications (controls inlet temp to load source) ..........17
6.1.3 Manual override (if fitted) ...................................................18
Section 7 Maintenance......................................................................19
7.1 Dismantling the valve ................................................................19
7.2 Assembling the valve .................................................................20
7.2.1 User maintenance parts ......................................................21
Section 8 Trouble Shooting ...............................................................23
8.1 System temperature too cold ......................................................23
8.2 System temperature too hot:......................................................23
Section 9 Technical Specification........................................................24
9.1 General valve specification .........................................................24
9.1.1 Materials...........................................................................24
9.1.2 Maximum working pressure (bar) ........................................24
9.1.3 Valve handling...................................................................24
9.1.4 Storage ............................................................................25

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Introduction
Doc No: OMMB00010 Revision: 7 –Mar 2014
Section 2 Introduction
2.1 Scope
This manual details the installation, operation and maintenance of the
AMOT Model B Valve range.
2.2 Safety
Certain operations within this manual are potentially hazardous and
could cause injury to personnel or damage to equipment if the
instructions are not carried exactly as described. Where a significant,
potential hazard exists, the following text appears immediately before
steps in the procedure that present a particular hazard:
WARNING
A Warning identifies a hazard that could cause injury to personnel.
The text of the warning describes the hazard and details the
precautions that must be applied before the next step of the
procedure is carried out.
CAUTION
A Caution identifies a hazard that could cause damage to equipment.
The text of the caution describes the hazard and details the
precautions that must be applied before the next step of the
procedure is carried out.
Note
A Note contains supplementary information that may be useful to the
Operator before the next step of the procedure is carried out.
2.3 Product support
All necessary settings and, where appropriate, alterations inside the
equipment are described in this Operating Manual. If any difficulties
arise during start-up, you are asked not to carry out any unauthorized
actions on the unit. You could endanger your rights under the
equipment warranty.
For spares and service support, call the telephone number listed on the
back cover of this Manual.

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Introduction
Revision: 7 –Mar 2014 OMMB00010
2.4 Typographical conventions
Footnotes
Where space in the text or figures to place a note is restricted, a
footnote is used. They consist of two parts:
A mark indicating which part of the text or figure is affected by
the note. This takes the form of a superscript number eg. Abc
1
.
A note in smaller font at the bottom of the affected page
beginning with the corresponding number in the text (see
bottom of page):
1
This footnote applies to the part of the text or figure, marked with a superscript number 1.

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Description
Doc No: OMMB00010 Revision: 7 –Mar 2014
Section 3 Description
3.1 Overview
The Model B Valve is designed to provide fully automatic, 3-way fluid
temperature control for diverting or mixing applications. Typical
applications include engine water jackets, lubricating oil cooling
systems, and mixing and diverting of fluids in process control and
industrial applications.
The thermostatic element (also referred to as ‘element’) in a Model B
valve is fully enclosed and factory set, providing tamper-proof
operation. For maintenance or to achieve a different set temperature
the element can be changed, although this requires removal of the
valve from its pipe work except the Model 8B Valve where the elements
are accessible whilst the valve is in position. Elements are available with
set temperatures from 13 to 116°C (55 to 240°F). Valves are available
in nine sizes, and a variety of materials to suit different fluids.
3.1.1 Manual override
As an option, Model B Valves can be fitted with a manual override,
which allows the operator to drive the unit towards the maximum
cooling position. On the larger sizes with multiple elements, each has its
own override. Manual override should only be used in emergencies;
however on valves with multiple elements sometimes one element can
be locked partially open to prevent the cooler from freezing and to
change operating temperature slightly.
3.2 Features
Typical applications
Lubricating oil temperature control.
Jacket water high temperature (HT).
Secondary water low temperature (LT).
Heat recovery.
Water saving applications.
Boiler inlet temperature control.
Co-generation, cooling towers.
Seawater cooling.
Key benefits
No external power source required –simple low cost installation.
No user setting needed –‘fit and forget’ solution.
Small No of parts –simple maintenance and low cost ownership.
Robust design capable of high vibration and shock applications

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Use in EU
Revision: 7 –Mar 2014 OMMB00010
3.3 Identification of Model Number
Example Code
4
BO
S
J
075
07
-0
0
-XXX
Code Description
Valve Size
Nominal Bore Size
Number of Elements
1 1/2
1 1/2 inch (DN40)
1
2
2 inch (DN50)
1
2 1/2
2 1/2 inch (DN65)
2
3
3 inch (DN80)
2
33
3 inch (DN80)
3
4
4 inch (DN100)
4
5
5 inch (DN125)
6
6
6 inch (DN150)
9
8
8 inch (DN200)
16
Valve Model
Model
BO
Screwed connections (1 1/2" and 2" only)
BO
Flanged (2 1/2" to 8" only)
BC
Flanged 'T' configuration (1 1/2" and 2" only)
BF
Flanged 'F' configuration (2" only)
BH
Screwed high pressure (1 1/2" and 2" only)
BR
Manual override (2" to 8 only")
BP
Special ST.ST with Manual Override (Refer OMM00144)
BQ
Special ST.ST B Valve (Refer OMM00144)
Valve Material
Valve Material
A
Aluminium (not 8 and 33)
B
Bronze (not 33)
C
Cast Iron*
D
Ductile iron
S
Steel (2", 2 1/2", 3" and 4" only)
R
Stainless steel (2", 2 1/2", 3" and 4" only)
Port Connection
Port Connection
A
Flanged PN6
B
Flanged PN10
C
Flanged PN16
F
Flanged ANSI 125 lb (cast iron, bronze and ductile only)
J
Flanged ANSI 150 lb (steel and stainless steel only)
H
Flanged ANSI 300 lb (steel and stainless steel only)
L
Flanged JIS 10k
P
Flanged JIS 5k
T
Threaded NPT (1 1/2" and 2BO only)
U
Threaded BSP (PL) (1 1/2" and 2BO only)
Control Temperature (°F)
Control Temperature (°F)
***
See Element Temperatures Table 2
Element Type
Element Type
**
See Element / Seal Types Table 3
Leakhole sizes
Leakhole sizes inches
0
None
A
1/2" Dia
B
1/4" Dia
C
3/8" Dia
D
1/8" Dia
E
1/16" Dia
F
3/32" Dia
G
3/16" Dia
H
5/16" Dia

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Description
Doc No: OMMB00010 Revision: 7 –Mar 2014
Example Code
4
BO
S
J
075
07
-0
0
-XXX
Code Description
Leakhole Quantity
No. of elements with Leakhole
0
None
1
One (Max for 2" Size)
2
Two (Max for 2 1/2" & 3" sizes)
3
Three
4
Four (Max for 4" size)
5
Five
6
Six (Max for 5” size)
7
Seven
8
Eight
9
Nine (Max for 4" size)
Customer Special Requirements
Customer Special Requirements
-AA
Standard Product
***
Customer special code assigned
* AMOT reserves the right to substitute a ductile iron product in place of cast
iron to meet customer delivery requirements.
Table 1. –Model Identification
Other Flange connections are available. Contact AMOT for details.

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Use in EU
Revision: 7 –Mar 2014 OMMB00010
Code
Control
Temp
Rated Range
Max Temp
Continuous
Max Temp
Short Period
Crack Open
Full Open
°C
°F
°C
°F
°C
°F
°C
°F
°C
°F
045
7.2
45
1
39
11
52
16
61
35
95
055
13
55
8
47
20
68
35
95
40
104
057
14
57
10
50
18
65
30
86
40
104
075
24
75
20
68
30
86
38
100
54.5
130
090
32
90
27
81
35
95
43
110
60
140
095
35
95
29
85
41
105
49
120
68
154
100
38
100
34
93
42
108
50
122
63
145
105
41
105
35
95
45
113
55
131
70
158
110
43
110
38
100
47
117
56
133
74
165
115
46
115
40
104
50
122
61
142
79
174
120
49
120
43
110
54
130
66
150
76.2
169
130
54
130
51
124
60
140
68
155
82
180
135
57
135
54
129
63
145
71
160
84
183
140
60
140
57
135
66
151
74
165
88
190
145
63
145
60
140
69
156
79
174
94
201
150
66
150
63
145
72
161
82
180
95
203
155
68
155
66
150
74
165
85
185
96
205
160
71
160
68
155
78
173
88
190
102
216
165
74
165
71
160
80
175
88
190
102
216
170
77
170
74
165
83
181
93
200
107
225
175
79
175
77
170
85
185
102
215
118
244
180
82
180
79
175
88
191
104
220
121
250
185
85
185
82
180
91
196
106
223
121
250
195
91
195
87
188
98
209
107
225
121
250
205
96
205
93
200
102
215
108
226
121
250
215
102
215
98
209
107
225
115
239
120
248
225
107
225
102
216
113
236
118
244
125
257
230
110
230
104
219
115
239
118
244
125
257
240
116
240
108
227
122
252
123
253.5
125
257
Table 2. –Element Temperatures

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Description
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Code
Element and Valve Seal Material
01
1096X standard with Nitrile seals
02
1096P plated with Viton seals
03
1096X standard with Viton seals
05
6836S saltwater with Nitrile seals
07
2433X manual override with Nitrile seals
08
2433P manual override (plated) with Viton seals
09
6938S saltwater manual override with Nitrile seals
11
5566X higher over-temperature with Nitrile seals
17
7406X manual override higher over-temperature with Nitrile seals
20
5566X reduce stroke with Viton seals
44
1096X with Neoprene seals
45
1096P with Neoprene seals
53
2433X manual override with Viton seals
Table 3. –Element/Seal Types
Other Elements and Seals are available. Contact AMOT for details.

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Use in the EU
Revision: 7 –Mar 2014 OMMB00010
Section 4 Use within the European Union (EU)
4.1 Pressure Equipment Directive (P.E.D.)
The pressure Equipment Directive (PED) 97/23/EC is applicable to the
design, manufacture and conformity of pressure equipment and
assemblies of pressure equipment with a maximum allowable pressure
greater than 0.5 bar.
In its design application of a thermostatic valve, this product is defined
as a Pressure Accessory under the terms of the EU Pressure Equipment
Directive (PED). If used with fluids defined as Group 2 in the Directive
(such as water and lubricating oil) the Model B Valve falls into the
Sound Engineering Practice (SEP) category. In this category units are
not required to be CE marked.
Some sizes of the Model B Valve are also rated to SEP for Group 1
fluids. This is indicated on the nameplate if applicable.
Users who are uncertain as to the applicability of the Directive should
contact the factory, particularly if using more hazardous (Group 1)
fluids.
The Model B Valve when suitable for use within the European
Community carries a nameplate that is divided into 3 areas, two of
which are applicable with reference to the Pressure Equipment Directive.
These areas are highlighted in Figure 4-1.
Figure 4-1
The PED service information area contains the following information.
Area containing
PED service
information
Area containing name and
address of manufacturer or
authorised representative
established within the EU

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Use in EU
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Serial Number - a unique number stamped onto the nameplate to
allow traceability of manufacture.
Model Code –an alphanumeric text identifier stamped onto the
nameplate that fully describes the type of valve and the ancillary
equipment fitted by AMOT.
Max Working Pressure –The maximum pressure that the valve is
permitted to see in service.
Equipment complying with the Pressure Equipment Directive must be
marked with the name and address of the manufacturer and where
appropriate, of his authorised representative established with the
European Community.
4.2 Hazardous Area Directive (A.T.E.X.)
The ATEX Directive 94/9/EC is applicable to all equipment both electrical
and mechanical that is put into service in a designated hazardous area.
The Model B Valve as mechanical equipment has been assessed in
accordance with EN13463 and has been designated as Group II
equipment. Group II equipment is suitable for use in places where a
potentially explosive atmosphere may be present. Group II equipment
shall not be used underground in mines or surface installations of such
mines susceptible to firedamp or combustible dust.
The Model B Valve has been assessed for use in places designated as
containing hazardous Gas; they shall not be used in places designated
as containing hazardous dust.
The Model B Valve uses constructional safety (c) as the method of
Protection.
The Model B Valve is suitable for use within the European community
and carries a nameplate that is divided into 3 areas two of which are
applicable with reference to the ATEX Hazardous Area Directive. These
areas are highlighted in Figure 4-2.

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Use in the EU
Revision: 7 –Mar 2014 OMMB00010
Figure 4-2
The ATEX service information area contains the following information.
Ex Symbol –the EC Mark for hazardous area application
Equipment designation –the equipment designation comprises the
following information to specify the potentially explosive atmospheres
that the equipment may be used in.
Equipment Group –II (non-mining applications)
Equipment Category –2
Hazardous Area Type –G (hazardous gas environments)
X –Designates special conditions for safe use apply
Ambient Temperature range –if this is specified it will take the
form minimum temperature < Ta < maximum temperature. If it is
not specified then the valve may only be used in environments having
the ambient temperature between –20°C and +40°C (-20°C < Ta <
+40°C).
Technical File No. –The confidential technical file specific to the
ATEX approval of the valve.
Equipment complying with the Hazardous Area Directive must be
marked with the name and address of the manufacturer and where
appropriate, of his authorised representative established with the
European Community.
For safe and trouble-free use within hazardous areas the instructions
within this Operating and Maintenance Manual should be strictly
adhered to.
Under normal operation this valve contains no heat generating parts
and assumes the temperature of the internal fluid.
Area containing
ATEX service
information
Area containing name and
address of manufacturer or
authorised representative
established within the EU

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Use in EU
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The maximum continuous temperature that the valve can operate at is
determined by the temperature element fitted to the temperature
regulation part of the valve. This information is contained within the
specification section of this manual, also contained in this section is the
absolute maximum temperature that the regulated fluid can be allowed
to rise to before damaging the temperature regulating elements.
Fluid temperatures in the system where the valve is operating should be
continuously monitored and a protective shutdown system is to be
activated when the temperatures are outside of normal operating limits.
The maximum internal pressure that this valve is permitted to work at is
contained within the specification section of this manual.
The conditions for a safe installation and commissioning of this valve are
contained in the installation section of this manual.
The valve must be maintained in accordance with the maintenance
section of this manual and between maintenance periods should be kept
clean and the paintwork kept in good condition and touched up when
necessary to prevent rusting of the external steel parts of the valve.
4.3 Machinery Directive
The Machinery Directive 2006/42/EC is applicable to all assemblies fitted
with or intended to be fitted with a drive system other than directly
applied human or animal effort, consisting of linked parts or
components, at least one of which moves and which are joined together
for a specific application.
The Model B Valves supplied by AMOT are classified as Partly Completed
Machinery. Partly Completed Machinery is only intended to be
incorporated into or assembled with other machinery or equipment
thereby forming Machinery.
The Model B Valve must not be put into service until the Final Machinery
into which it is to be incorporated has been declared in conformity with
the relevant provisions of EU Machinery Directive 2006/42/EC.

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Installation
Revision: 7 –Mar 2014 OMMB00010
Section 5 Installation
WARNING
The valve is heavy, refer to Section 9 (Technical Data). The
appropriate manual handling precautions must be applied to avoid
personnel injury.
5.1 Installing the valve
5.1.1 Before starting installation
1. Upon receipt, the valve should be checked for damage
sustained in shipping. All AMOT valves have nameplates
attached, which are stamped with the valve model number and
serial number.
2. Understand the intended use of the valve as described in
Section 3.
3. Before installation, ensure that the valve is suitable for the
purpose, checking temperature, pressure and material
parameters, and any special approval requirements. In
particular note that Buna N seals are not suitable for certain
fluids, including phosphate ester and diester oils. With such
oils, nickel plated assemblies should also be specified to
protect the bronze parts. Check that the intended pipe fittings
are suitable for the application.
4. The valve size should have been selected in accordance with
the anticipated flow rate through the valve. To maintain good
temperature regulation the pressure drop across the valve
should be in the 137 to 482 millibar (2 to 7 psi) range.
5. If the valve is to be fitted at a high point in the system, the
system should be vented to prevent trapped air around the
temperature elements.
6. For optimum temperature regulation the system should be
designed so that the element is in the mid-position under
nominal conditions. To achieve this it may be necessary to
balance the fluid flow by inserting an orifice in the by-pass
circuit.
7. If appropriate read and understand the legal requirements of
installing the valve within the European Union as described in
Section 4.
5.1.2 Mounting the Valve in the Pipe
The valve may be mounted in any orientation; but should be properly
supported and not subjected to excessive bending. Ensure the pipe

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Installation
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flange connections are correctly aligned to avoid stressing the valve
body.
For the main flanged ports Bolting and Gaskets should comply with the
relevant standard.
All relevant local regulations must also be observed.
5.1.3 Start up
Upon installation and on start up of the system, all parts of the circuit
should be closely monitored to ensure correct performance. A system in
which the valve has been properly selected for the anticipated flows
should operate very closely to the valve’s nominal temperature rating.
Water cooling systems will usually operate at or slightly below the
nominal temperature. Lubricating oils and most other higher viscosity
fluids will operate at or slightly above the nominal temperature.
In any system where the indicated temperatures are more than 2.7°C
(5°F) from the nominal temperature, then an effort should made to
locate the cause.
Any system operating at an indicated 5.5°C (10°F) or more from the
nominal anticipated temperatures may well be malfunctioning and the
cause should be located and rectified immediately. See trouble-shooting
section for possible causes.

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Operation
Revision: 7 –Mar 2014 OMMB00010
Section 6 Operation
6.1 Operation
The type B valve is completely automatic in operation, and needs no
power supply
The temperature control power is created by the expansion of a
wax/copper mixture which is highly sensitive to temperature changes.
Large forces are created by the warming/expansion of the mixture
which in turn acts upon the sliding valve, thus regulating the flow.

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Operation
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6.1.1 Diverting applications (controls outlet temp from load source)
In diverting applications temperature is sensed at port A, which remains
open to port B (bypass) until the fluid temperature reaches a point 3-
6°C (5-10°F) below the nominal setting, when the valve will start to
move, progressively closing port B and opening port C (the cooler
connection). If the temperature continues to rise, port B will be fully
closed 4 to 6°C (8-10°F) above the set temperature.
6.1.2 Mixing applications (controls inlet temp to load source)
In mixing applications the hot supply is connected to port B, the cold
supply to port C, and the mixed flow appears, via the temperature
sensor, at port A. Because of the position of the controlling wax ‘pill’, in
mixing applications the controlled temperature may be 2-3°C above the
nominal.

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Operation
Revision: 7 –Mar 2014 OMMB00010
6.1.3 Manual override (if fitted)
CAUTION
Please note that manual override is for emergency use only and
if operated incorrectly then potential damage to the valve can
occur.
1. If emergency cooling is required then firstly loosen locknut.
2. Turn adjusting nut clockwise until indicator pin has reached
‘manual’ position or desired cooling has been achieved then tighten
locknut. Do not over adjust.
3. If multi element valve then adjust other elements accordingly.
4. When returning to Auto mode loosen locknut, turn adjusting nut
anti-clockwise until indicator pin has reached auto position and
adjuster slackens then tighten locknut. Do not over adjust or
damage may occur to the adjuster nut retaining pins.

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Maintenance
Doc No: OMMB00010 Revision: 7 –Mar 2014
Section 7 Maintenance
To obtain maximum service life from the valve, periodic inspection and
cleaning should be incorporated into a normal preventative maintenance
program.
Before starting any maintenance understand the intended use of the
valve as described in Section 3.
If appropriate read and understand the legal requirements associated
with the valve within the European Union as described in Section 3.
WARNING
Ensure that all pressure is relieved from within the valve and
ancillary equipment and drain system (or isolate valve) before
commencing any maintenance work.
7.1 Dismantling the valve
Properly applied and installed AMOT thermostatic valves require minimal
maintenance. Inspection at 2 or 3 year intervals is adequate to detect
normal wear. In the 8B valve the element assembly may be removed
without removing the valve from the connecting piping. All other sizes
must be removed from the piping. Some sizes have two or more
independent temperature elements.
Figure 7.1 - Diagram
showing 4” B valve with
manual override.

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Maintenance
Revision: 7 –Mar 2014 OMMB00010
1. Refer to figure 7.1. Remove housing nuts (Item 12) and split valve.
Remove the lower housing (Item 2) taking care not to damage the
elements. Remove and discard housing gasket (Item 9) ensuring
any traces of the gasket are removed from the housing mating
faces. Please note that in some sizes of Model B Valves ‘O’ rings are
used instead of gaskets.
2. If removing element from BO valve (non manual override) simply
pull the element from the upper housing. Go to step 9.
3. If removing element from BR valve (manual override) only
dismantle one at a time to eliminate the chance of the manual
override parts being mixed up.
4. Carefully remove the indicator pin (item 36).
5. Remove the locknut (Item 38) from the override stem (Item 21).
6. Remove override housing retaining screws (Item 28).
7. Unscrew override housing from the override stem (Item 21) and set
aside the shims.
8. Pull the element from the upper housing and if changing the
element un-pin the override stem from the element link.
9. Remove ‘O’ rings. BO valve item 7. BR valve item 7 & 17.
10. Inspect valve seat for wear or damage. If required replace valve
seat (Item 3), remove by unscrewing bushing (Item 5). Bushing
A/F 7/8”.
7.2 Assembling the valve
1. Lubricate gasket (Item 9) liberally with a good grade of petroleum
grease, allow to soak.
2. If valve seat changed, refit bushing with Loctite 241 locking
compound.
3. Lightly grease and stretch new ‘O’ ring (Item 7) and fit into upper
housing. Position ‘O’ ring concentrically to assist element assembly.
4. If replacing a BR valve element, then fit override stem (Item 21) to
element link with pin (Item 20).
5. Insert element into the upper housing taking care not to damage the
‘O’ ring.
6. For BO valves go to step 10
7. For BR valves. Lightly grease ‘O’ ring (Item 17) and slide over
override stem and seat into recess in the stem adaptor followed by
the ‘O’ ring retainer (Item 37).
8. Screw manual override housing onto override stem. Refit shims
(Item 24). Ensure indicator plates are facing outward, on 6BR one
row to face nameplate and two rows to face other side. Secure
housing to stem adaptor with screws (Item 28) and Loctite 241. Fit
indicator pin (Item 36) into override stem, ensuring element
assembly still closes.