Clark-Reliance Jerguson 360 Series Guide

16633 Foltz Parkway ● Strongsville, OH 44149 USA ● Telephone: [phone] ●Fax: [phone]
www.Jerguson.com ● [e-mail]
Installation, Operation, & Maintenance Instructions
IOM J
500.36
2017
.10
360 Series
Safety Ballcheck Valves

IOM J500.36
Jerguson®360 Series 2017.10
2
16633 Foltz Parkway ● Strongsville, OH 44149 USA ● Telephone: [phone] ●Fax: [phone]
www.Jerguson.com ● [e-mail]
Table of Contents
1. INTRODUCTION....................................................................................................................................................3
2. WARRANTY...........................................................................................................................................................3
3. ABOUT THIS MANUAL.........................................................................................................................................3
4. INSPECTION AND DELIVERY..............................................................................................................................3
5. PRODUCT DESCRIPTION ....................................................................................................................................3
6. SPECIFICATIONS..................................................................................................................................................4
7. METHOD OF OPERATION....................................................................................................................................5
8. RECOMMENDED COMMISSIONING PROCEDURE ...........................................................................................6
9. MAINTENANCE............................................................................................................................................... 6-11

IOM J500.36
Jerguson®360 Series 2017.10
3
16633 Foltz Parkway ● Strongsville, OH 44149 USA ● Telephone: [phone] ●Fax: [phone]
www.Jerguson.com ● [e-mail]
1.Introduction
Clark-Reliance is a global leader in the level indication and control, sight-flow indication, and filtration and
separation industries. Clark-Reliance is dedicated to offering the largest and broadest range of
instrumentation products and being the single-source for every type of level measurement and control to
meet the varying demands of the process industry.
Jerguson® Gage and Valve, a leading supplier of level gaging products, offers the world’s largest selection
of liquid level glass gages, magnetic level gages, liquid level switches and level transmitters. Since 1905,
Jerguson® gages and valves have been installed in a wide variety of liquid level applications, from basic
chemical storage tanks to the most advanced nuclear aircraft carriers. With complete product offerings in
both traditional glass gages and magnetic gages, Jerguson® is able to satisfy customers’ diverse needs.
2. Warranty
Clark-Reliance warranties its manufactured goods as being free from defects in material and workmanship
for one (1) year from the date of shipment. If any of the goods are found by the seller to be defective, such
goods will be replaced or repaired at the seller's cost. Refer to the Clark-Reliance Terms & Conditions for
full warranty details.
3. About This Manual
This manual is designed to aid and guide in the installation, operation and maintenance of the Jerguson
360 Series family of valves. Authorized personnel must read and understand all instructions before
attempting to install, operate or maintain this equipment. Only persons certified to perform work described
herein should attempt any actions suggested. Safety precautions and company safety standards should
be observed at all times when performing the activities described in this manual.
4. Inspection & Delivery
Upon receiving valves, check all components carefully for damage incurred during shipping. Sign for the
shipment noting “damaged” and immediately notify the shipping firm of any such damage and request
damage inspection. Confirm valve model number, pressure and temperature ratings (on nameplate) meet
application specifications. Also confirm that the material of construction is compatible with both the process
fluid and surrounding atmosphere.
5. Product Description
The Jerguson® 360 Series Valve is unlike any other safety ballcheck valve on the market, featuring an
innovative core design locating a ballcheck within a metal-seated valve. The handle is quarter-turn position
visible so that you can easily see valve status (open or closed). A cleanout port opposite the vessel
connection allows you to maintain the valve by flushing out the internals, even while mounted to the
vessel. Each valve is equipped with locking pin and lock-out tag-out slot to enhance plant safety. As a
standard these valves are low emission certified to API 641 and ISO 15848-1. Valves meet API Class V
shutoff requirements, and have wetted components that comply with NACE MR0103 and MR0175.
Equipped on a Jerguson® armored glass gage, these valves eliminate common commissioning mistakes
while enhancing plant safety.
These valves must be installed, operated and maintained with reasonable care and due regard for the
applications and environment if they are to provide safety and reliability for their service lifetime.

IOM J500.36
Jerguson®360 Series 2017.10
4
16633 Foltz Parkway ● Strongsville, OH 44149 USA ● Telephone: [phone] ●Fax: [phone]
www.Jerguson.com ● [e-mail]
6. Specifications

IOM J500.36
Jerguson®360 Series 2017.10
5
16633 Foltz Parkway ● Strongsville, OH 44149 USA ● Telephone: [phone] ●Fax: [phone]
www.Jerguson.com ● [e-mail]
7. Method Of Operation
Run Mode:
When the arrow on the handle of the valve is pointed towards the gage (opposite the vessel connection)
the valve is in the Run Position.
The function of the Run Position is intended for when the gage is in normal operation. This mode positions
the seating surface of the internal ballcheck towards the armored glass gage allowing the ballcheck to seat
in the case of a catastrophic event. The pressure differential required to seat the ballcheck is ~5 psi.
Bypass Mode:
When the arrow on the handle of the valve is pointed in the direction of the process connection the valve is
in the Bypass Position.
The Bypass Position is intended for use while the gage is being commissioned when there is already liquid
present in the vessel. This mode of operation positions the internal ball mechanism such that there is a
retainer plate towards the armored glass gage connection. In this scenario the ballcheck cannot seat as
the ballcheck seating surface is upstream of the ball. Fluid will flow around the ball, through the retainer
plate, and into the gage while it is being commissioned.
Closed Mode:
When the arrow on the handle of the valve is pointed perpendicular to the valve (either pointing up or
down), the valve is in the closed position.
The closed position is intended for use when the operator intends to isolate the gage from the vessel. This
mode of operation positions internal ball mechanism such that it blocks the process port preventing fluid
from entering the gage or draining back to the vessel.

IOM J500.36
Jerguson®360 Series 2017.10
6
16633 Foltz Parkway ● Strongsville, OH 44149 USA ● Telephone: [phone] ●Fax: [phone]
www.Jerguson.com ● [e-mail]
8. Recommended Commissioning Procedure
1. If the vessel does not contain any process fluid, move the top then bottom valve to the run position.
As long as liquid slowly fills the gage, the ballcheck will not engage. If there is concern over the rate
at which fluid will enter the gage, then follow the remaining steps in this procedure.
2. When there is already liquid present in the vessel open the top valve to the bypass position. It is best
practice when commissioning any level gage to open the top valve first. This allows the pressure of
the vessel to equalize with the gage.
3. Open the bottom valve to the bypass position. This will allow liquid to flow from the vessel through
the valve and into the gage. Note: While the valve is in bypass mode the ballcheck cannot seat.
4. Wait until the fluid stops rising.
5. Operate the handle on the top valve and move the arrow to the run position.
6. Operate the handle on the bottom valve and move the arrow to the run position. The gage is now
ready for normal operation. In the event of a catastrophic failure the ballchecks will seat isolating the
gage from service.
Visit http://www.Jerguson.com/360-series for a video demonstration of the proper procedure for
commissioning a glass level gage equipped with the 360 series safety ballcheck valves.
9. Maintenance Rebuild Kit Exploded View (Part# S25189)

IOM J500.36
Jerguson®360 Series 2017.10
7
16633 Foltz Parkway ● Strongsville, OH 44149 USA ● Telephone: [phone] ●Fax: [phone]
www.Jerguson.com ● [e-mail]
Rebuild Kit Disassembly
1. Remove handle from valve by taking off the the acorn nut, lock washer, and spacer. Secure valve
into a vice with the large compression nut facing upward. Take care not to damage any of the
external components. Remove anti rotation pin and discard. Use large wrench to remove the
compression nut
2. Remove the inlet gland, and inlet gland spiral wound gasket.
3. Remove Disc Spring, and Downstream Seat.
Anti-Rotation Pin
Inlet Gland
Spiral Wound Gasket
Disc Spring
Downstream Seat
Spacer
Lock Washer
Acorn Nut

IOM J500.36
Jerguson®360 Series 2017.10
8
16633 Foltz Parkway ● Strongsville, OH 44149 USA ● Telephone: [phone] ●Fax: [phone]
www.Jerguson.com ● [e-mail]
4. Temporarily put the handle back onto the valve and rotate to the closed position and remove the ball
mechanism by sliding it off of the stem through the process opening.
5. If you wish to replace or remove the internal ballcheck, remove the ball retainer clip. If not continue
to step 6.
6. Remove upstream seat, and seal from the inside of the valve.
7. Remove gland follower by taking off the four nuts shown in the picture below, also remove the gland
ring. Pull out the -3- stem packing rings packing rings and discard.
Seat Seal
Upstream Seat
Discarded Packing
Gland Ring

IOM J500.36
Jerguson®360 Series 2017.10
9
16633 Foltz Parkway ● Strongsville, OH 44149 USA ● Telephone: [phone] ●Fax: [phone]
www.Jerguson.com ● [e-mail]
8. Gently tap the stem into the valve body and pull out through the process port. The valve is now fully
disassembled.
Reassembly (Replacing the stem packing Part# G294 – Set of 3)
1. Replace thrust washer on stem flange. Align side with chamfer on ID with face of stem flange. Angle
the stem and insert into valve body.
2. Holding stem flange and washer pressed up against top of body, install -3- new packing rings into
stuffing box. Insert first ring and hand press in as deep as possible. Align second ring with slit 180
degrees from first ring and hand press in as deep as possible. Align third ring with slit 90 degrees
from second ring and hand press in as deep as possible. Third ring should be about flush with top of
valve face.
Stem
Stem Thrust Washer

IOM J500.36
Jerguson®360 Series 2017.10
10
16633 Foltz Parkway ● Strongsville, OH 44149 USA ● Telephone: [phone] ●Fax: [phone]
www.Jerguson.com ● [e-mail]
3. Install gland ring with bevel side up. Align gland follower over studs with bevel side down and press
flush onto gland. Place Belleville washers onto studs over gland follower, with first washer cupped
up and second washer cupped down, to form a diamond shape. Thread nuts onto studs and hand
tighten in “X” pattern until snug. Torque nuts in “X” pattern to 15-20 in-lb. Visually confirm gland
follower is level.
4. Install Handle Back onto valve and cycle the stem several times. Leave valve handle in the closed
position.
5. Replace upstream seat, and seal. Place into valve body.
6. Clean new ball mechanism thoroughly and apply a thin film of molykote or equivalent grease. Install
the ball into the valve taking care to ensure the slot matches the stem engagement. The ball
mechanism will only slide on the stem in one way. If the valve handle is rotated to the run position
the retainer clip should be showing out of the process opening as shown.
Gland Ring
Gland Follower
Belleville Washers & Nuts
Retainer Clip
(Handle In Run Position)

IOM J500.36
Jerguson®360 Series 2017.10
11
16633 Foltz Parkway ● Strongsville, OH 44149 USA ● Telephone: [phone] ●Fax: [phone]
www.Jerguson.com ● [e-mail]
7. Place the new spiral-wound gasket on the underside of the inlet gland like shown. Place the new
upstream seat and seal into the inlet gland opening.
8. Insert the inlet gland assembly from the previous step into the valve as shown.
9. Secure valve into a vice with the large compression nut facing upward. Using a large calibrated
torque wrench, tighten compression nut to 500 Ft-Lbs. Install anti-rotation pin to lock nut in place.
The valve is now ready to be hydro-tested.
Inlet Gland
Spiral-Wound
Gasket
Seat Seal
Upstream Seat

IOM J500.36
Jerguson®360 Series 2017.10
12
16633 Foltz Parkway ● Strongsville, OH 44149 USA ● Telephone: [phone] ●Fax: [phone]
www.Jerguson.com ● [e-mail]