Burkert 2301 Series User manual

Quickstart
English Deutsch Français
Type 2301
2/2-way globe control valve
2/2-Wege-Geradsitzregelventil
Vanne de réglage à siège droit 2/2 voies

We reserve the right to make technical changes without notice.
Technische Änderungen vorbehalten.
Sous réserve de modifications techniques.
© Bürkert Werke GmbH & Co. KG, 2008 - 2020
Operating Instructions 2008/05_EU-ML_00810302 / Original DE

3
Quickstart
1 QUICKSTART ........................................................................ 3
2 SYMBOLS ............................................................................. 4
3 INTENDED USE .................................................................... 4
4 BASIC SAFETY INSTRUCTIONS.......................................... 5
5 GENERAL NOTES ................................................................. 6
6 STRUCTURE AND FUNCTION ............................................. 7
7 TECHNICAL DATA ....................................................................... 8
8 INSTALLATION .................................................................... 12
9 TRANSPORTATION, STORAGE, DISPOSAL ...................... 19
Type2301
1 QUICKSTART
The Quickstart describes the entire life cycle of the device. Keep
these instructions in a location which is easily accessible to every
user and make them available to every new owner of the device.
Important safety information!
Read the Quickstart carefully and fully. In particular, pay
attention to section “Basic safety instructions” and “Intended
use”.
▶The Quickstart must be read and understood.
The Quickstart provides an exemplary description of the installation
and start-up of the device.
The detailed description of the device can be found in the oper-
ating instructions for Type2301.
The operating instructions can be found on the Internet at:
www.burkert.com
1.1 Denitionofterms/abbreviations
The term "device" used in these instructions always refers to the
Type2301 globe control valve.
The abbreviation "Ex" used in these instructions always
stands for "explosion-proof".
In these instructions, the unit bar stands for relative pressure.
The absolute pressure is stated separately in bar(abs).
English

4
Symbols
Type2301
2 SYMBOLS
DANGER!
Warns of an immediate danger.
▶Failure to observe these instructions will result in death or
serious injuries.
WARNING!
Warns of a potentially hazardous situation.
▶Failure to observe these instructions may result in serious
injuries or death.
CAUTION!
Warns of a potential danger.
▶Failure to observe these instructions may result in moderate
or minor injuries.
NOTE!
Warns of damage.
Important tips and recommendations.
Refers to information in these operating instructions or in
other documentation.
▶Designates instructions to avoid a danger.
→Highlights a procedure which you must carry out.
3 INTENDEDUSE
Unauthorised use of the Type2301 globe control valve may be
dangerous to people, nearby equipment and the environment.
▶The device is designed to control the ow of liquid and gaseous
media. It can only be operated in combination with a corre-
sponding control unit.
▶In potentially explosive environments, the Type2301 globe control
valve must only be used in accordance with the specications on
the separate Ex-type label. The additional information and safety
instructions relating to Ex areas enclosed with the device must
be adhered to when deploying the device.
▶Devices without a separate Ex type label must not be used in
the potentially explosive atmosphere.
▶To use the device, observe the permitted data, operating con-
ditions and application conditions. These specications can be
found in the contract documents, the operating instructions and
on the type label.
▶Prerequisites for safe and trouble-free operation are correct
transport, correct storage and installation as well as careful
operation and maintenance.
▶Use the device only in conjunction with third-party devices and
components recommended or approved by Bürkert.
▶Use the device only as intended. Non-intended use of the
device may be dangerous to people, nearby equipment and the
environment.
▶Protect device from harmful environmental inuences (radiation,
air humidity, fumes, etc.). For any matters requiring clarication,
contact the relevant sales department.
English

5
Basic safety instructions
Type2301
4 BASICSAFETYINSTRUCTIONS
These safety instructions do not take account of any
•contingencies or events which may occur during installation,
operation and maintenance of the devices;
•local safety regulations that are within the operator’s scope
of responsibility, including those relating to the installation
personnel.
DANGER!
Risk of injury due to high pressure and escaping medium!
▶Before working on the system or device, switch o the pres-
sure and vent or empty the lines.
Risk of injury due to electric shock. (with installed electrical
components)
▶Before working on the device or system, switch o the
power supply. Secure against reactivation.
▶Observe the applicable accident prevention and safety regu-
lations for electrical devices.
WARNING!
Risk of injury when opening the actuator!
The actuator contains a spring under tension. When the actuator is
opened, the spring will jump out and may cause injuries.
▶Do not open the actuator.
Risk of injury due to moving parts in the device!
▶Do not reach into openings in the device.
Danger due to loud noises.
▶Depending on the usage conditions, the device may generate loud
noises. Detailed information on the probability of loud noises is
available from the respective sales department.
▶Wear hearing protection when in the vicinity of the device.
CAUTION!
Risk of burns or re from hot device surfaces due to pro-
longed operation.
▶Only touch the device when wearing protective gloves.
▶Keep the device away from highly ammable substances and
media.
Discharge of medium if packing gland exhibits wear
▶Relief bore must be regularly inspected for any medium leakages.
▶If the medium is hazardous, secure the area around the leakage
to prevent risks.
General hazardous situations.
To prevent injuries, observe the following:
▶Secure device or system to prevent unintentional activation.
▶Only trained technicians may perform installation and main-
tenance work.
▶Perform installation work and maintenance work using suit-
able tools only.
English

6
General notes
Type2301
▶Following interruption of the process, ensure that the
process is restarted in a controlled manner. Observe the
sequence:
1. Apply electrical or pneumatic supply.
2. Charge with medium.
▶Use the device only when it is in perfect condition and in
accordance with the operating instructions.
▶For applications planning and operation of the device, observe
the plant-specic safety regulations.
▶The plant owner is responsible for the safe operation and
handling of the plant.
▶Observe the general rules of technology.
Please observe the following in order to protect against
damage to the device:
▶Feed only those media listed in chapter “7 Technical data” into
the medium ports.
▶Do not place the valve under mechanical stress (e.g. by placing
objects on it or standing on it).
▶Do not make any external modications to the valves. Do not
paint housing parts or screws.
▶The exhaust air can be contaminated by lubricants in the
actuator.
▶Transport, install and remove heavy device only with the aid of
a second person and using suitable tools.
5 GENERALNOTES
5.1 Contactaddresses
Germany
Bürkert Fluid Control Systems
Sales Centre
Christian-Bürkert-Str.13–17
D-74653 Ingelngen
Tel. +49(0)7940-1091111
Fax +49(0)7940-1091448
E-mail: [email protected]
International
You can also nd the contact addresses online at:
www.burkert.com
5.2 Warranty
A precondition for the warranty is that the device is used as
intended in consideration of the specied operating conditions.
5.3 InformationontheInternet
Operating instructions and data sheets for Type2301 can be found
online at: www.country.burkert.com
English

7
Structure and function
Type2301
6 STRUCTUREANDFUNCTION
The Type2301 globe control valve can only be used in
combination with the following control units:
Positioner Type8692, 8694, 8696 and8792
Process controller Type8693 and8793
6.1 Structure
The valve seats are screwed in. Reduced seat sizes are simple to
achieve by replacing the screw-in seats. The ow direction is always
below the valve seat.
6.2 Function
The valve seat is always closed against the medium ow. Spring
force (CFA) or pneumatic pilot pressure (CFB and CFI) generate
the closing force on the control cone. A spindle connected to the
actuator piston transmits the force.
6.2.1 Controlfunctions(CF)
WARNING!
For control function I – risk of pilot pressure failure!
With control functionI, the control unit and reset are pneumatic.
No dened position is reached during a pressure failure.
▶To ensure a controlled restart of the device, rst apply pilot
pressure and then activate the medium.
A
P
A
Closed by spring force in rest position.
B
P
A
Opened by spring force in rest position.
I
P
A
Actuating function via reciprocal pressurisation
6.2.2 Flowdirectionbelowseat
Depending on the variant, the valve is closed against the medium
ow either with spring force (CFA) or pilot pressure (CFB and CFI).
Because the medium pressure is below the control cone, it helps
open the valve.
WARNING!
Valve leak if there is too little minimum pilot pressure or high
medium pressure!
Minimum pilot pressure for CFB and CFI that is too low, or failing
to meet the permitted medium pressure, can cause a leak in the
valve seat.
▶Adhere to minimum pilot pressure.
▶Do not exceed the medium pressure (see chapter “Pressure
ranges”).
English

8
Structure and function
Type2301
CFB/CFI
CFA
Flow direction
1 2
Marking on the
housing
Fig. 1: Flowdirectionbelowseat(idleon/o,closingagainstmedium)
7 TECHNICALDATA
7.1 Conformity
The Type2301 globe control valve conforms to the EU directives as
per the EU Declaration of Conformity (if applicable).
7.2 Standards
The applied standards, which are used to demonstrate conformity with
EUDirectives, are listed in the EU-type examination certicate and/or
the EUDeclaration of Conformity (if applicable).
According to Pressure Equipment Directive observe the following
operating conditions:
Housing size DN Maximum pressure for compressible uids
of Group1 (dangerous gases and vapours
according to Art. 3, No.1.3, lettera, rst
dash)
DN65 15bar
DN80 12.5bar
DN100 10bar
English

9
Structure and function
Type2301
7.3 Typelabel
00297969
2301 B PTFE Kvs4,3 lin
PS 16bar Tmed -10...+130°C
Flow 1 2W17AL
see manual for derating
CE marking
Permitted medium
temperature
Control character-
istic form (linear)
Type
Control function
(CF)
Seal material
Identication
number of the
device
Flow direction
Permitted medium
pressure
Manufacturer
date (encrypted)
For derating, please
refer to the operating
instructions.
Flow capacity in serial
conditions
7.4 Operatingconditions
Note the permitted ranges on the device type label!
7.4.1 Actuatortemperatureranges
Actuator size [mm] Environment1)
ø50, 70 –10 – +60°C2)
–10 – +100°C3)
ø90, 130
Tab. 1: Actuatortemperatureranges
1) Whenusingacontrolunit,themax.Ambienttemperatureof
thiscomponentmustbenotedandadheredto.
2) Pilotairconnectoraspush-inconnector
3) Controlairconnectorasthreadedbushing
The globe control valve is suitable for steam
sterilisation.
7.4.2 Valveseatsealtemperaturerange
Recommendation for the valve seat seal of leak classIII andIV:
Steel/steel.
Valve seat seal for leak classVI
For medium temperatures up to max. 130°C: PTFE
For medium temperature over 130°C: PEEK
English

10
Structure and function
Type2301
Derating pressure and temperature ranges
Usage limits of the valve (derating medium pressure)
Temperature Medium pressure
–10 – +50 °C 25bar
100°C 24.5bar
150°C 22.4bar
200°C 20.3bar
230°C 19bar
Tab. 2: DeratingthemediumpressureasperDINEN12516-1/PN25
Temperature Medium pressure
–29 – +38 °C 19bar
50°C 18.4bar
100°C 16.2bar
150°C 14.8bar
200°C 13.7bar
230°C 12.7bar
Tab. 3: DeratingthemediumpressureASMEB16.5/ASMEB16.34
CI.150
Temperature Medium pressure
–10 – +50 °C 14bar
100°C 14bar
150°C 13.4bar
200°C 12.4bar
230°C 11.7bar
Tab.4: DeratingthemediumpressureasperJISB222010K
Usage limits of medium and ambient temperature
0 20 40 60 80 100 120 140 160 180 200 220
50
60
110
100
90
80
70
Medium temperature [°C]
Ambient temperature [°C]
Fig. 2: DeratingELEMENTANTG50,70,90,130
English

11
Structure and function
Type2301
7.4.3 Controlmedium
In conjunction with pneumatic control units (positioner or
process controller), pilot air as per DINISO8573-1 must be
used:
• Class3 (for water content)
• Class5 (for dust and oil content).
The exact specication is described in the operating
instructions for the respective positioner/process con-
troller in the chapter "Technical data".
7.4.4 Pressureranges
Max. Pilot pressure for valves without a pneumatic control unit
Actuator size [mm] Max. permitted pilot pressure4)
ø50, 70, 90 10bar
ø130 7bar
Tab.5: Pilotpressurewithoutapneumaticcontrolunit
4) Observethemaximumpressurerangeonthetypelabel!
Medium pressure for control functionA5)
Actuator
size
[mm]
DN
Max. sealed medium pressure [bar]
Steel/steel PTFE/steel PEEK/steel
ø50
10/15 16 16 10
20 10 10 -
25 5 5 -
ø70
10/15 25 25 10
20 16 16 10
25 12 12 7
ø90
20/25 25 25 10
32 16 16 10
40 12 12 7
50 7 7 -
ø130
32/40 25 25 10
50 16 16 10
65 16 (15*) 16 (15*) 10
80 10 10 6
100 6 6 -
*AccordingtoPressureEquipmentDirectiveforcompressibleuidsof
Group1(dangerousgasesandvapoursaccordingtoArt.3,No.1.3,
lettera,rstdash)
Tab.6: MediumpressureforCFA
5) Thecontrolfunctionsareinchapter”6.2.1Controlfunctions
(CF)”.
English

12
Installation
Type2301
Pilot pressure for control functionB
The required minimum pilot pressurePmin for control functionB
andI (ow direction below seat) depends on the medium
pressure.
The pressure graphs can be found in the operating
instructions on the Internet at www.country.burkert.com
7.5 Generaltechnicaldata
Media
Control medium Instrument air as per DINISO8573-1
Flow media Water, alcohols, oils, fuels, hydraulic
fluids, saline solutions, lyes, organic sol-
vents, vapour, air, neutral gases
Installation position any, preferably actuator face up
Degree of protection IP67 as per IEC529/EN60529
Control functions (CF) Valve seat always closes against medium
ow
Control functionA closed by spring force in rest position
Control functionB opened by spring force in rest position
Control functionI Settings function of the alternating
pressurisation (not for actuator size
ø50mm in combination with Type8696)
8 INSTALLATION
8.1 Safetyinstructions
DANGER!
Risk of injury from high pressure in the system!
▶Before loosening lines and valves, turn o the pressure and
vent the lines.
WARNING!
Risk of injury due to improper installation!
▶Installation may be carried out by authorised technicians only
and with the appropriate tools!
Risk of injury due to unintentional activation of the system
and uncontrolled restart!
▶Secure the system against unintentional activation.
▶Following installation, ensure a controlled restart.
For control function I – risk of pilot pressure failure!
With control functionI, the control unit and reset are pneumatic.
No dened position is reached during a pressure failure.
▶To ensure a controlled restart of the device, rst apply pilot
pressure and then activate the medium.
Risk of injury due to moving parts in the device!
▶Do not reach into openings.
English

13
Installation
Type2301
CAUTION!
Risk of injury due to heavy device.
During transportation or installation work, a heavy device may
fall down and cause injuries.
▶Transport, install and remove heavy device with the aid of a
second person only.
▶Use suitable tools.
8.2 Beforeinstallation
• Any installation position of the globe control valve is possible,
preferably with the actuator facing upward.
• Ensure that pipelines are aligned before connecting the valve.
• Note the ow direction (ow direction always below seat).
8.2.1 Preparatorywork
→Clear impurities from pipelines (sealants, metal chips, etc.).
Devices with welded connection
NOTE!
For valves with a mounted control unit:
When welding the valve body into the pipeline, the control unit
must not be installed.
▶Uninstall the control unit from the actuator as described
below.
Uninstall the control unit from the actuator (if present):
→Clamp valve body into a collet.
→Loosen fastening screws (2x).
→Pull the control unit upward.
Fastening
screw (2x) Control unit
Actuator
Fig. 3: Uninstallcontrolunit
Remove the actuator from the valve body:
→Install collet (white nozzle) in pilot air port1.
NOTE!
Damage to the seat seal or seat contour!
▶When removing the actuator, the valve must be in the open
position.
→For control functionA pressurise the pilot air port1 (see “Fig.
4”) with compressed air (5bar): Valve opens.
→Place a suitable open-end wrench on the wrench at of the
nipple.
→Unscrew actuator from the valve body.
English

14
Installation
Type2301
Actuator
Nipple
Valve body
Wrench at
for open-end wrench
Pilot air port
CFA, CFB, CFI
Exhaust port
CFA, CFB
Pilot air port CFI
2
1
Install collet:
Fig.4: Installation
Other device variants
→Only uninstall the actuator if required by the customer.
→For instructions see "Devices with welded connection".
8.3 Installation
WARNING!
Risk of injury due to improper installation!
Failure to observe the tightening torque value is dangerous due
to the risk of damage to the device.
▶Use an open-end wrench for installation, never a pipe
wrench.
▶Observe tightening torque (see “Tab. 7”).
Dirt trap for devices with approval according to EN161
According to EN161 "Automatic shut-o valves for gas burners
and gas appliances", a dirt trap, which prevents the penetration of
a 1mm test pin, must be installed upstream of the valve.
8.3.1 Installingthebody
Welded connection
→Weld or bond valve body in pipeline system.
Other body variants
→Connect valve body to pipeline.
8.3.2 Installingtheactuator(welded
connection)
Seal
Fig.5: Seal
→Check seal and replace if required.
WARNING!
Risk due to incorrect lubricants!
Unsuitable lubricant may contaminate the medium. There is a
risk of explosion in oxygen applications!
▶For specic applications, e.g. oxygen or analysis applications,
use approved lubricants only.
English

15
Installation
Type2301
→Before re-installation, grease nipple thread of the actuator
(e.g. using Klüberpaste UH196-402 from Klüber).
NOTE!
Damage to the valve seat seal or seat contour.
▶When installing the actuator, the valve must be in the open
position.
→For control functionA pressurise the pilot air port1
(see “Fig. 4”) with compressed air (5bar): Valve opens.
→Screw actuator into the valve body. Observe tightening torque
(see “Tab. 7”).
Tightening torques valve body/nipple
DN Tightening torque [Nm]
10/15 45±3
20 50 ±3
25 60±3
32/40 65±3
50 70±3
65 100±3
80 120±5
100 150±5
Tab.7: Tighteningtorquesvalvebody/nipple
8.3.3 Installcontrolunit
Before installation, check the state of the control unit
connections and align the actuator if necessary.
For a description see chapter “8.3.4 Turning actuator”.
→Remove the collet from pilot air port1.
→Check the correct position of the O-rings in the pilot air ports.
→Align the puck and control unit such that
1. the puck enters into the guide rail of the control unit and
2. the connection pieces of the control unit enter into the pilot
air connections of the actuator (see “Fig. 6”).
NOTE!
Damage to the printed circuit board or functional failure!
▶Make sure that the puck is lying at on the guide rail.
Guide rail
Puck holder
Fig.6: Aligningthepuck
•Push the control unit onto the actuator without rotating it until no
gap is visible at the form seal.
English

16
Installation
Type2301
NOTE!
Excessive torque when tightening the fastening screw
cannot ensure the degree of protection IP65/IP67!
▶The fastening screws must only be applied with a maximum
torque of 1.5Nm.
→Attach the control unit to the actuator using the two lateral
fastening screws. Only lightly tighten the screws (maximum
torque: 1.5Nm).
Connection
piece
Pilot air
connections
actuator
Fastening
screws (x2),
max. 1.5Nm
Fig.7: Controlunitinstallation
8.3.4 Turningactuator
The position of the ports can be smoothly aligned by turning the
actuator 360°.
Only the actuator can be rotated. It is not possible to rotate
the control unit against the actuator.
NOTE!
Damage to the valve seat seal or seat contour.
▶When turning the actuator, the valve must be in the open
position.
Procedure:
→Clamp valve body in a collet (only for valves which have not
yet been installed).
→For control functionA:
Without control unit: pressurise the pilot air port1 with com-
pressed air (5bar): Valve opens.
With control unit: open the valve in accordance with the oper-
ating instructions of the control unit.
→Counter with a suitable open-end wrench on the wrench at of
the nipple.
WARNING!
Risk of injury from discharge of pressure and escaping
medium!
The body connection can loosen when rotated incorrectly.
▶Only turn the actuator in the specied direction (see “Fig. 8”)!
English

17
Installation
Type2301
→Place a suitable open-end wrench on the hexagon head of the
actuator.
→Move the actuator into the required position by turning it
counterclockwise (seen from below).
Open-end wrench
Fig. 8: Rotatingwithopen-endwrench
8.4 Pneumaticconnection
DANGER!
Risk of injury from high pressure in the system!
▶Before loosening lines and valves, turn o the pressure and
vent the lines.
WARNING!
For control function I – risk of pilot pressure failure!
With control functionI, the control unit and reset are pneumatic.
No dened position is reached during a pressure failure.
▶To ensure a controlled restart of the device, rst apply pilot
pressure and then activate the medium.
Risk of injury due to unsuitable connection hoses!
Hoses that cannot withstand the pressure and temperature
range can cause hazardous situations.
▶Only use hoses that are permitted for the specied pressure
and temperature range.
▶Note the data sheet information from the hose
manufacturers.
The pneumatic connection of the globe control valve
can only be performed in conjunction with the corre-
sponding control unit.
Possible control units are:
Positioner Type8692, 8694, 8696 and8792
Process controller Type8693 and8793
8.4.1 Connectingthecontrolmedium
→Connect the control medium to the pilot air port (“Fig. 9”: 1)
(3– 7bar; instrument air, oil-, water- and dust-free).
→Install the exhaust air line or a silencer onto the exhaust air port
(“Fig. 9”: 3) and – if available – to the additional exhaust air port
(“Fig. 9”: 3.1).
English

18
Installation
Type2301
For usage in an aggressive environment, we rec-
ommend using a pneumatic hose to drain all free pneu-
matic ports in a neutral atmosphere.
Pilot air port
Exhaust air port
Additional exhaust air port
only with servo-assisted
actuating system for high air
ow rate (actuator size ø130)
1
3
3.1
Fig.9: Pneumaticconnection
Pilot air hose:
Pilot air hoses of sizes 6/4mm or ¼" can be used.
Optionally a pilot air port via G⅛" thread is possible.
8.5 Start-up
Perform the X.TUNE after installing the device. This function presets
the control parameters.
See control unit operating instructions for a description.
8.6 Disassembly
DANGER!
Risk of injury from discharge of pressure and escaping
medium!
Dismantling a device which is under pressure is hazardous due
to a sudden discharge of pressure or escaping medium.
▶Before disassembly, shut o the pressure and vent all lines.
Procedure:
→Loosen pneumatic connection.
→Disassemble the device.
8.7 Maintenancework
→Perform a visual inspection of the device once per year. Shorter
maintenance intervals are recommended depending on the
usage conditions.
Wearing parts: Seals and swivel plate.
→If leaks occur, replace the respective wearing part.
English

19
Transportation, storage, disposal
Type2301
Visual inspection:
According to the usage conditions, perform regular visual
inspections:
→Check medium ports for tightness.
→Check relief bore on the pipe for leaks.
Relief bore
Fig.10: Reliefbore
The maintenance and repair instructions can be found
online at: www.country.burkert.com
9 TRANSPORTATION,STORAGE,
DISPOSAL
NOTE!
Damage from transport and storage!
• Protect the device against moisture and dirt in shock-re-
sistant packaging during transportation and storage.
• Permitted storage temperature: –20 – +65°C.
Damage to the environment caused by device parts contam-
inated with media.
• Dispose of the device and packaging in an environmentally
friendly manner!
English