Emerson Fisher EHD User manual

www.Fisher.com
Fisher™EHD, EHS, and EHT Valves
NPS 1-1/2x1 through NPS 8x6
Contents
Introduction 1.................................
Scope of Manual 1.............................
Description 2.................................
Specifications 3...............................
Educational Services 3.........................
Installation 4..................................
Maintenance 6.................................
Packing Lubrication 7..........................
Packing Maintenance 7.........................
Replacing Packing 8........................
Trim Removal 12..............................
Valve Plug Maintenance 14.....................
Lapping Seats 15..............................
Trim Replacement 16..........................
Retrofit: Installing C‐seal Trim 21................
Replacement of Installed C‐seal Trim 24...........
Trim Removal (C‐seal Constructions) 24.......
Lapping Metal Seats (C‐seal Constructions) 26..
Remachining Metal Seats
(C‐seal Constructions) 26.................
Trim Replacement (C‐seal Constructions) 26...
Parts Ordering 28...............................
Parts Kits 28...................................
Parts List 29...................................
Figure 1. Fisher EH Valve with 657 Actuator
W3387
Introduction
Scope of Manual
This instruction manual includes installation, maintenance, and parts information for the Fisher EHD, EHS, and EHT
control valves in NPS 1-1/2 x 1 through NPS 8x6. Refer to separate manuals for instructions covering the actuator,
positioner, ENVIRO‐SEAL™packing, HIGH‐SEAL packing, and accessories.
Do not install, operate, or maintain EHD, EHS, or EHT valves 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 sales office or Local Business Partner before
proceeding.
Unless otherwise noted, all NACE references are to NACE MR0175‐2002.
Instruction Manual
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Table 1. Specifications
End Connection Styles
Buttwelding: All available ASME B16.25 schedules
that are compatible with ASME B16.34
pressure/temperature ratings
Flanged: CL2500 Jring‐type joint (RTJ) or
Jraised‐face (RF) flanges according to ASME B16.5
Socket Welding: Consistent with ASME B16.11
Maximum Inlet Pressure(1)
Buttwelding: Consistent with CL2500
pressure‐temperature ratings per ASME B16.34
Flanged: Consistent with CL2500
pressure‐temperature ratings per ASME B16.34
Socket Welding: Consistent with CL2500
pressure‐temperature ratings per ASME B16.34
Shutoff Classifications
See table 2
C‐seal trim: High‐temperature, Class V.
See table 3
TSO (Tight Shutoff) trim: See tables 4 and 5
Flow Characteristic
Standard Cage: JEqual percentage, Jmodified
equal percentage(2), Jor linear
Cavitrol™III or Whisper Trim™III Cage: Linear
Flow Direction
EHD or EHT: Flow down, except with either a Whisper
Trim III cage or a valve plug with diverter cone, both
of which are flow up
EHS: Flow up, except flow down with Cavitrol III cage
Approximate Weights (Valve Body and Bonnet
Assemblies)
See table 6
Additional Specifications
For specifications such as materials, valve plug
travels, and port, yoke boss, and stem diameters, see
the Parts List section
1. The pressure or temperature limits in this manual and any applicable standard limitations should not be exceeded.
2. Modified equal percentage characteristic is equal‐percentage for the first 90% of travel, then quick‐opening for additional capacity.
Table 2. Shutoff Classifications per ANSI/FCI 70‐2 and IEC 60534‐4
Valve Valve Size,
NPS ANSI/FCI Leakage Class
EHD
3x2 II
3, 4x3,
4, 6x4
II—Standard
III—Optional(1)
6, 8x6 III—Standard
IV—Optional(1)
EHS w/Cavitrol III, or
EHT w/Cavitrol III All V(1)
EHS, EHT,
EHS w/Micro‐Form or
EHS w/Micro Flute
All
IV—Standard
V—Optional(1)
EHT w/ PEEK Anti‐Extrusion
Rings 3 to 6 V to 600_F (316_C)
1. O‐ring seat ring construction recommended for this shutoff classification; for temperatures below 232_C (450_F) only.
Description
The EHD, EHS, and EHT high‐pressure globe valves (figure 1) have metal seats, cage guiding, and push‐down‐to‐close
valve plug action. The EHD and EHT valves use balanced valve plugs.
The EHS valve uses an unbalanced valve plug. To provide a seal between the cage and a balanced valve plug, the EHD
valve plug uses piston rings; the EHT valve plug uses a pressure‐assisted seal ring. A Whisper Trim cage can be used
with an EHD, EHS, or EHT valve plug. A Cavitrol III cage can be used with an EHS or EHT valve plug.
C‐seal trim is available for EHD valves, CL2500, in sizes 4, 6, 6x4, and 8x6.
With C‐seal trim, a balanced valve can achieve high‐temperature, Class V shutoff. Because the C‐seal plug seal is
formed from metal (N07718 nickel alloy) rather than an elastomer, a valve equipped with the C‐seal trim can be

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applied in processes with a fluid temperature of up to 593_C (1100_F), provided other material limits are not
exceeded. Contact your Emerson sales office or Local Business Partner for information.
Specifications
Specifications for the EHD, EHS, and EHT valves are shown in table 1.
Educational Services
For information on available courses for the Fisher EH valve, as well as a variety of other products, contact:
Emerson Automation Solutions
Educational Services - Registration
Phone: [phone] or 1-800-338-8158
E-mail: [email protected]
emerson.com/fishervalvetraining
Table 3. Additional Shutoff Classification per ANSI/FCI 70‐2 and IEC 60534‐4
Valve (Class) Valve Size, NPS Port Diameter, Inches Cage Style ANSI/FCI Leakage
Class
EHD
(CL2500)
4
6x4 2.875
Equal Percentage, Modified Equal Percentage,
Linear (std. cage),
Linear (Whisper III, A1, B3, C3)
V (for port
diameters from 2.875
through 7‐inch with
optional C‐seal trim)
Linear (Cavitrol III, 2‐stage)
6
8x6 4.375
Equal Percentage, Modified Equal Percentage,
Linear (std. cage),
Linear (Whisper III, A1, B3, C3, D3)
6
8x6 4.375 Linear (Cavitrol III, 2‐ and 3‐stage)
Table 4. TSO (Tight Shutoff) Leakage Class per ANSI/FCI 70‐2 and IEC 60534‐4
Leakage Class Maximum Leakage Test Medium Test Pressure ANSI/FCI Leakage Class
TSO (Tight Shutoff)
Valves with TSO trim are factory tested to
a more stringent Emerson Automation
Solutions test requirement of no leakage
at time of shipment.
Water Service ΔP(1) V
1. Specify service ΔP when ordering.
Table 5. TSO Shutoff Availability
VALVE CONSTRUCTION LEAKAGE CLASS
Standard Optional
EHS, EHT Cavitrol III trim. Replaceable, protected soft seat TSO ‐ ‐ ‐
Table 6. Approximate Weights (Valve Body and Bonnet Assemblies)
VALVE
SIZE,
NPS
CL2500
Kilograms Pounds
Flg
SWE
&
BWE
Flg
SWE
&
BWE
1-1/2 x 1 ‐ ‐ ‐ 46 ‐ ‐ ‐ 101
2x1 78 47 173 104
3x2 161 94 355 207
3 223 163 492 359
4x3 265 162 585 357
4 338 243 745 536
6x4 526 257 1160 567
6 785 544 1731 1199
8x6 955 558 2106 1231

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Installation
WARNING
Always wear protective gloves, clothing, and eyewear when performing any installation operations to avoid personal
injury.
To avoid personal injury or property damage resulting from the sudden release of pressure, do not install the valve
assembly where service conditions could exceed the limits given in this manual or on the appropriate nameplates. Use
pressure‐relieving devices 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.
CAUTION
Responsibility for the safety of process media and compatibility of valve materials with process media rests solely with the
purchaser and end‐user. The valve configuration and construction materials meet particular pressure, temperature,
pressure drop, and controlled fluid conditions specified in the customer's order. Because some body/trim material
combinations are limited in their pressure drop and temperature range capabilities (especially due to differences in
thermal expansion rates), do not apply any other conditions to the valve without first contacting your Emerson sales office
or Local Business Partner.
CAUTION
If hoisting the valve, use a nylon sling to protect the painted surfaces. Carefully position the sling to prevent damage to the
tubing or any accessories. Use adequately sized hoists and chains or slings to handle the valve and take precautions to
prevent personnel from being injured in case the hoist or rigging slips unexpectedly. Refer to table 6 for valve assembly
weights.
WARNING
Personal injury could result from packing leakage. Valve packing was tightened prior to shipment; however some
readjustment will be required to meet specific service conditions. Check with your process or safety engineer for any
additional measures that must be taken to protect against process media.
1. Before installing the valve, inspect it to ensure that the valve body cavity is free of foreign material.
2. Clean out all pipelines to remove scale, welding slag, and other foreign materials before installing the valve.
Note
If the valve being installed has small internal flow passages, such as with Whisper Trim III or Cavitrol III cages, consideration should
be given to installing an upstream strainer to prevent the lodging of particles in these passages. This is especially important if the
pipeline cannot be thoroughly cleaned or if the flowing medium is not clean.

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3. The control valve must be installed with the actuator vertical above the valve body for proper operation. Flow
through the valve must be in the direction indicated by the flow arrow (key 15, figure 18, 19, or 20) on the valve
body.
4. Use accepted piping and welding practices when installing the valve in the line. For welding end valve bodies,
completely disassemble the valve removing all trim parts before welding the valve body in the line. For flanged
valve bodies, use suitable gaskets between the valve body flanges and pipeline flanges.
Figure 2. Lubricator and Lubricator/Isolating Valve
LUBRICATOR
LUBRICATOR/ISOLATING VALVE
10A9421‐A
AJ5428‐D
A0832‐2
14
14
27
CAUTION
Depending on valve body materials used, post‐weld heat treating might be needed. Post‐weld heat treatment can damage
internal elastomeric, plastic, and metal parts. Shrunk‐fit pieces and threaded connections might loosen.
If post‐weld heat treating is needed, remove all trim parts to avoid any damage to internal elastomeric, plastic, and metal
parts. Contact your Emerson sales office or Local Business Partner for additional information.
5. Install a three‐valve bypass around the valve if continuous operation is required during maintenance.
6. If the actuator and valve body are shipped separately, refer to the actuator mounting procedure in the appropriate
actuator instruction manual.
7. If the valve was shipped without packing installed in the packing box, install the packing before putting the valve
into service. Refer to instructions given in the Packing Maintenance procedure.
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
(D101642X012) or HIGH‐SEAL Live‐Loaded Packing System (D101453X012) (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 kit sub‐section near the end of this manual.

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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, adding packing rings, replacing packing, trim removal, valve plug maintenance, lapping seats,
and trim replacement. All maintenance operations can be performed with the valve in the line.
WARNING
Avoid personal injury from sudden release of process pressure. Before performing any maintenance operations:
D Do not remove the actuator from the valve while the valve is still pressurized.
D Always wear protective gloves, clothing, and eyewear when performing any maintenance operations to avoid personal
injury.
D Disconnect any operating lines providing air pressure, electric power, or a control signal to the actuator. Be sure the
actuator cannot suddenly open or close the valve.
D 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.
D Vent the power actuator loading pressure and relieve any actuator spring precompression.
D Use lock‐out procedures to be sure that the above measures stay in effect while you work on the equipment.
D 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.
D Check with your process or safety engineer for any additional measures that must be taken to protect against process
media.
Table 7. Recommended Torque for Packing Flange Nuts
STEM
DIAMETER
VALVE
BODY
RATING(1)
TORQUE
NSm LbfSFt
mm Inches Min Max Min Max
12.7 1/2 CL1500 15 22 11 16
CL2500 18 24 13 18
19.1 3/4 CL1500 34 50 25 37
CL2500 41 61 30 45
25.4 1 CL1500 52 77 38 57
CL2500 61 91 45 67
31.8 1‐1/4 CL1500 68 102 50 75
CL2500 81 122 60 90
1. Includes intermediate class ratings.
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.
Note
If the valve has ENVIRO‐SEAL live‐loaded packing installed (figure 3), see the Fisher instruction manual entitled ENVIRO‐SEAL
Packing System for Sliding‐Stem Valves (D101642X012) for packing instructions.
If the valve has HIGH‐SEAL heavy‐duty live‐loaded packing installed, see Fisher instruction manual entitled HIGH‐SEAL Live‐Loaded
Packing System (D101453X012) for packing instructions.

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WARNING
Personal injury could result from packing leakage. Valve packing was tightened prior to shipment; however some
readjustment will be required to meet specific service conditions. Check with your process or safety engineer for any
additional measures that must be taken to protect against process media.
Packing Lubrication
CAUTION
Do not lubricate graphite packing. Graphite packing is self-lubricated. Additional lubrication may result in slip-stick
movement of the valve.
WARNING
To avoid personal injury or property damage resulting from fire or explosion, do not lubricate packing used in oxygen
service or in processes with temperatures over 260_C (500_F).
A lubricator or lubricator/isolating valve (figure 2) is recommended for PTFE‐composition packing. The lubricator or
lubricator/isolating valve is installed in place of the pipe plug (key 14, figure 16). It is recommended that a good quality
silicon‐base lubricant be used. To operate the lubricator, simply turn the cap screw clockwise to force lubricant into
the packing box. The lubricator/isolating valve operates the same way except the isolating valve must first be opened
and then closed after lubrication is completed.
Packing Maintenance
If there is undesirable packing leakage in spring‐loaded PTFE V‐ring packing (figure 4), tighten the packing flange nuts
(key 5, figure 16) until the shoulder on the packing follower (key 13, figure 16) contacts the bonnet (key 1, figure 16).
If leakage continues, replace the packing by following the numbered steps presented in the Replacing Packing
procedure.
CAUTION
When tightening packing flange nuts, do not exceed the maximum recommended torque in table 7 or excessive friction
may result, resulting in keeping the valve from stroking fully and not attaining proper seat load.
If there is undesirable packing leakage with other than spring‐loaded PTFE V‐ring packing, first try to limit the leakage
and establish a stem seal by tightening the packing flange nuts (key 5, figure 16) to at least the minimum
recommended torque in table 7. However, do not exceed the maximum recommended torque in table 7 or excessive
friction may result. If leakage continues, replace the packing by following the numbered steps presented in the
Replacing Packing procedure.
If the packing is relatively new and tight on the valve plug stem, and if tightening the packing flange nuts does not stop
the leakage, it is possible that the stem is worn or nicked so that a seal cannot be made. The surface finish of a stem is
critical for making a good packing seal. If the leakage comes from the outside diameter of the packing, it is possible
that the leakage is caused by nicks or scratches around the packing box wall. While replacing the packing according to
the Replacing Packing procedure, inspect the valve plug stem and packing box wall for nicks or scratches.

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Replacing Packing
Key numbers referred to in this procedure are shown in figure 16 unless otherwise indicated.
1. Isolate the control valve from the line pressure, release pressure from both sides of the valve body, and drain the
process media from both sides of the valve.
Remove the cap screws in the stem connector, and separate the two halves of the stem connector. Then exhaust all
actuator pressure, if any was applied, and disconnect the actuator supply and any leakoff piping.
2. Remove either the yoke locknut (key 15) or the hex nuts (key 26), and remove the actuator from the bonnet (key 1).
3. Loosen the packing flange nuts (key 5) so that the packing is not tight on the valve plug stem (key 4, figure 18, 19,
or 20). Remove any travel indicator disk and stem locknuts from the valve plug stem threads.
Table 8. Torque for Body‐to‐Bonnet Bolting Using Anti‐Seize Lubricant(1)
VALVE
SIZE,
NPS
VALVE
BODY
RATING
TORQUE
NSm LbfSFt
B7, B16, BD and 660 Studs B8 and B8M Studs B7, B16, BD and 660 Studs B8 and B8M Studs
1, 1-1/2 x 1, 2x1 CL1500 163 122 120 90
CL2500 258 195 190 140
2, 3x2 CL1500 258 195 190 140
CL2500 380 285 280 210
3, 4x3 CL1500 556 420 410 310
CL2500 786 597 580 440
4, 6x4 CL1500 786 597 580 440
CL2500 1058 800 780 590
6, 8x6 CL1500 1383 1044 1020 770
CL2500 2807 2102 2070 1550
1. For other materials, contact your Emerson sales office or Local Business Partner for torques.
CAUTION
When lifting the bonnet (key 1), be sure that the valve plug and stem assembly (keys 3 and 4, figure 18, 19, or 20) remains
on the seat ring (key 6, figure 18, 19, or 20). This avoids damage to the seating surfaces as a result of the assembly dropping
from the bonnet after being lifted part way out. The parts are also easier to handle separately.
Use care to avoid damaging gasket sealing surfaces.
The EHD piston rings (key 8, figure 18) are brittle and in two halves. Avoid damaging the piston rings by dropping or rough
handling.
WARNING
If the cage adheres to the bonnet as the bonnet is lifted, secure the cage to the bonnet so that it will not cause personal
injury or equipment damage should it fall unexpectedly.
4. Unscrew the hex nuts (key 14, figure 18, 19, or 20) and carefully lift the bonnet off the valve stem. If present,
remove the Belleville washers (key 33, figure 17) and flat washers (key 29, figure 18, 19, 17, or 20). If the valve plug
and stem assembly starts to lift with the bonnet, use a brass or lead hammer on the end of the stem and tap it back
down. Set the bonnet on a cardboard or wooden surface to prevent damage to the bonnet gasket surface.
5. Remove the valve plug (key 3, figure 18, 19, or 20), the cage (key 2, figure 18, 19, or 20), and the top and bottom
cage gaskets (key 11, figure 18, 19, or 20).

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Figure 3. Live‐Loaded Packing
39B4153‐A
A6297‐1
Typical HIGH‐SEAL ULF Packing System Typical ENVIRO‐SEAL Packing System
with PTFE Packing
Typical ENVIRO‐SEAL Packing System
with Graphite ULF Packing
Typical ENVIRO‐SEAL Packing System
with Duplex Packing
200
212
201
215
216
207
209
211
217
207
207
207
214
213
A6722
39B4612/A

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Figure 4. Packing Arrangements
UPPER WIPER (KEY 12)
PTFE V‐RING
SINGLE PACKING
GRAPHITE RIBBON AND FILAMENT
SINGLE PACKING
12A8160‐A
PACKING FOLLOWER
(KEY 13)
FEMALE ADAPTOR
(KEY 32)
V‐RING (KEY 7)
MALE ADAPTOR
(KEY 31)
WASHER (KEY 10)
SPRING (KEY 8)
PACKING BOX RING
(KEY 11)
LOWER WIPER
(KEY 30)
PACKING FOLLOWER
(KEY 13)
PACKING BOX RING
(KEY 11)
GRAPHITE RIBBON
PACKING RING (KEY 7)
GRAPHITE FILAMENT
PACKING RING (KEY 7)
LANTERN RING
(KEY 8)
KEY 6
14A3412‐C
1
2
3
1
1
PACKING FOLLOWER
(KEY 13)
PACKING BOX RING
(KEY 11)
GRAPHITE RIBBON
PACKING RING (KEY 7)
GRAPHITE FILAMENT
PACKING RING (KEY 7)
LANTERN RING
(KEY 8)
2
UPPER WIPER (KEY 12)
PACKING FOLLOWER
(KEY 13)
V‐RING (KEY 7)
MALE ADAPTOR
(KEY 31)
LANTERN RING
(KEY 8)
PACKING BOX RING
(KEY 11)
LOWER WIPER
(KEY 30)
KEY 6
3
FEMALE ADAPTOR
(KEY 32)
UPPER WIPER (KEY 12)
PACKING FOLLOWER
(KEY 13)
LANTERN RING
(KEY 8)
PACKING BOX RING
(KEY 11)
PACKING RING
(KEY 7)
PTFE V‐RING
DOUBLE PACKING
GRAPHITE RIBBON AND FILAMENT
DOUBLE PACKING
PTFE/COMPOSITION
DOUBLE PACKING
12A7839‐A
Sht 1
14A3414‐C 12A8163‐A
NOTES:
0.102 mm (0.004 INCH) THICK SACRIFICIAL ZINC WASHERS.
USE ONLY ONE BELOW EACH GRAPHITE RIBBON RING.
HAS THE APPEARANCE OF A WOVEN OR BRAIDED RING.
INCLUDED IN KEY 6 PACKING SET.
12
3
C0637‐1
CAUTION
All residual gasket material must be removed from the cage gasket surfaces. If the gasket surfaces are scored or damaged
during this process, smooth them by hand sanding with 360 grit paper using long, sweeping strokes. Failure to remove all
residual gasket material and/or burrs from the gasket surfaces will result in leakage.
6. Clean all gasket surfaces with a good quality degreaser. Remove all residual tin or silver from all gasket surfaces.
7. Cover the opening in the valve body to protect the gasket surface and to prevent foreign material from getting into
the valve body cavity.
8. Remove the packing flange nuts (key 5), packing flange (key 3), upper wiper (key 12), and packing follower (key 13,
figures 4 and 16). Carefully push out all the remaining packing parts from the valve side of the bonnet using a

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rounded rod or other tool that will not scratch the packing box wall. For extension bonnets, also remove the baffle
(key 2) and retaining ring (key 35).
9. Clean the packing box and the following metal packing parts: packing follower (key 13), packing box ring (key 11),
spring or lantern ring (key 8, figures 4 and 16), and, for single arrangements of PTFE V‐ring packing only, special
washer (key 10, figures 4 and 16).
10. Inspect the valve stem threads for any sharp edges that might cut the packing. A whetstone or emery cloth may
be used to smooth the threads if necessary.
11. Remove the protective covering from the valve body cavity. Using new top and bottom cage gaskets (key 11,
figure 18, 19, or 20), place the cage into the valve body. Be sure the cage lugs are engaged in the corresponding
recesses of the seat ring retainer. Turn the cage clockwise until the lugs contact the seat ring retainer. Install the
plug, then slide the bonnet over the stem and onto the studs (key 13, figure 18, 19, or 20).
Note
The prelubricated hex nuts (key 14, figure 18, 19, or 20) referred to in step 12 can be identified by a black film coating on the nut
threads.
The proper bolting procedures in step 12 include‐‐but are not limited to‐‐ensuring that the bonnet stud threads are clean,
Belleville washers (if present) are installed in the correct orientation, and that the hex nuts are evenly tightened to the specified
torque values.
CAUTION
Failure to comply with good bonnet‐to‐body bolting practices and the torque values shown in table 8 may result in cage
crushing, cage diameter reduction, and/or bonnet deformation. Cheater bars or slug wrenches should not be used for this
procedure.
Hot torquing is not recommended.
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 sales office or Local Business Partner immediately if a discrepancy between actual parts
and approved parts is suspected.
12. Lubricate the stud threads and the faces of the hex nuts (key 14, figure 18, 19, or 20) with anti‐seize lubricant (not
necessary if new factory prelubricated hex nuts are used). Replace the flat washers (key 29, figure 18, 19, 17, or 20)
if present. If the valve assembly includes Belleville washers (key 33, figure 17) install these onto the studs (key 14,
figure 17) with the concave side facing towards the valve body. Replace the hex nuts but do not tighten them.
Torque the nuts in a crisscross pattern to no more than one fourth of the nominal torque value specified in table 8.

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When all nuts are tightened to that torque value, increase the torque by one fourth of the specified nominal torque
and repeat the crisscross pattern. Repeat this procedure until all nuts are tightened to the specified nominal value.
Apply the final torque value again and, if any nut still turns, tighten every nut again.
Figure 5. Installing Graphite Ribbon/Filament Packing Rings One at a Time
VALVE STEM
PACKING FOLLOWER
BONNET
TOP OF PACKING
RING EVEN WITH
BOTTOM OF
ENTRANCE
CHAMFER
INSTALLING
SECOND PACKING RING
A2207‐2 INSTALLING
FIRST PACKING RING
Note
If graphite ribbon/filament packing rings are used, special procedures must be observed to prevent entrapping air between the
rings. Add the rings one at a time without forcing them below the chamfer of the packing box entrance chamber. As each
successive ring is added, the stack should not be pushed down more than the thickness of the added ring (figure 5).
13. Install new packing and the metal packing box parts according to the appropriate arrangement in figure 4. If
desired, packing parts may be pre‐lubricated with a silicon base grease for easier installation. Slip a smooth‐edged
pipe over the valve stem, and gently tamp each soft packing part into the packing box, being sure that air is not
trapped between adjacent soft parts. For a valve with extension bonnet, also install the baffle and retaining rings
(keys 2 and 35).
14. Slide the packing follower, wiper, and packing flange into position. Lubricate the packing flange studs (key 4) and
the faces of the packing flange nuts (key 5). Replace the packing flange nuts.
For spring‐loaded PTFE V‐ring packing, tighten the packing flange nuts until the shoulder on the packing follower (key
13) contacts the bonnet.
For other packing types, 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 ENVIRO‐SEAL or HIGH‐SEAL live‐loaded packing, refer to the note at the beginning of the Maintenance section.
15. Mount the actuator on the valve body assembly, and reconnect the actuator and valve plug stems according to
the procedures in the appropriate actuator instruction manual.
Trim Removal
For C‐seal construction, see the appropriate C‐seal sections in this instruction manual.
Trim removal and replacement requires the use of a seat ring retainer tool (key 25). If specifically ordered, a tool is
supplied with a valve; but, the tool can also be ordered separately by referencing the tool part number in the Parts List.
If desired, a tool can also be machined for a valve of specific size and valve class using the dimensions shown in figure
9. Machine the tool from a material listed in figure 9 or from a material with a yield strength of at least 827 MPa
(120,000 psi). Using a tool of lower strength material may result in damage to the seat ring retainer or valve body
threads.

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Key numbers referenced in this procedure are shown in figure 18 for the EHD valve, figure 19 for the EHS valve, and
figure 20 for the EHT valve except where indicated.
1. Remove the actuator and bonnet by following steps 1 through 4 of the Replacing Packing procedure. Observe all
warnings and cautions.
2. Lift the valve stem and attached valve plug out of the valve body. If the valve plug is to be reused, tape or otherwise
protect the valve plug stem and the valve plug seating surface to prevent scratches.
3. Lift out the cage (key 2) and the top and bottom cage gaskets (key 11). For a valve with Cavitrol III two‐or
three‐stage cage, also remove the O‐ring (key 26, figure 21) that fits between the cage and the seat ring (key 6).
Constructions other than TSO trim
1. Use the seat ring retainer tool (figure 9) to remove the seat ring retainer (key 7) as follows:
a. Insert the tool into the valve body. Be certain the tool lugs are engaged in the corresponding recesses in the
retainer.
b. Use a power torque wrench or driver having torque capabilities equal to or greater than those shown in table 9.
Connect the torque wrench to an extension if necessary. The tool or extension must snugly fit the square hole in
the seat ring retainer tool. Refer to figure 9 for square hole sizes.
c. Insert the tool or extension into the square hole in the seat ring retainer tool.
d. Use the bonnet studs (key 13) to prevent a power torque wrench from rotating.
CAUTION
Hold the torque wrench or driver at right angles to the seat ring retainer when applying torque. Tilting the tool or
extension while applying torque may cause the lugs on the seat ring retainer tool to suddenly disengage from the recesses
in the retainer, damaging the retainer and seat ring.
e. Unscrew and remove the seat ring retainer.
2. Remove the seat ring (key 6) and the seat ring gasket or O‐ring (key 12).
3. Refer to the Valve Plug Maintenance procedure or to the Lapping Seats procedure.
TSO Trim
Refer to figure 7.
1. Remove the retainer, backup ring, anti‐extrusion rings, and piston ring.
2. Remove the set screws that lock the outer plug to the inner plug.
3. Using a strap wrench or similar tool, unscrew the outer plug from the inner plug. Do not damage the outer plug
guide surfaces.
4. Remove the protected soft seat seal (see figure 5).
5. Inspect the parts for damage and replace if needed.
6. Refer to the Valve Plug Maintenance procedure or to the Lapping Seats procedure.

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Figure 6. Detail of Protected Soft Seat
INNER PLUG
OUTER PLUG
CAGE
SEAT RING
PROTECTED SOFT SEAT
A7088
Figure 7. Typical Balanced TSO Trim
VALVE PLUG SEAL
PROTECTED SOFT SEAT
A7096
Valve Plug Maintenance
Key numbers used in this procedure are shown in figure 18 for the EHD valve, in figure 19 for the EHS valve, and in
figure 20 for the EHT valve.

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1. With the valve plug (key 3) removed according to the Trim Removal procedure, proceed as appropriate:
For the EHD valve, the piston rings (key 8) are each in two sections; remove the sections from the grooves in the valve
plug.
For the EHS valve, proceed to step 2.
For the EHT valve, work the retaining ring (key 10) off the valve plug with a screwdriver. Carefully slide the backup ring
and seal ring (keys 9 and 8) off the valve plug. For an NPS 6 valve with a level D Whisper Trim III cage, also remove the
piston ring (key 30) from the grooves in the valve plug.
2. To replace the valve plug stem (key 4), drive out the pin (key 5), and unscrew the stem from the valve plug.
CAUTION
Never reuse an old stem with a new valve plug or reinstall a valve stem after it has been removed. Using an old stem with a
new plug requires drilling a new pin hole in the stem. This weakens the stem and may cause the stem to fail in service. If a
new valve plug is required, always order a valve plug, stem, and pin as an assembly. Specify the correct part number of each
of the three parts, but state that the parts are being ordered as an assembly.
A used valve plug may be reused with a new stem. An exception is the Cavitrol III plug/stem assembly which must be
ordered and replaced as a unit.
3. Thread the new stem into the valve plug and tighten it to the appropriate torque value given in table 10. Using the
valve plug pin hole as a guide, drill the pin hole through the stem. Refer to table 10 for drill sizes.
4. Drive in the pin to lock the assembly.
5. If it is necessary to lap the seating surfaces, complete the Lapping Seats procedure before installing the EHD piston
rings or the EHT seal ring. The Trim Replacement procedure provides piston ring and seal ring installation
instructions and valve reassembly instructions.
Lapping Seats
Key numbers referenced in this procedure are shown in figure 18 for the EHD valve, in figure 19 for the EHS valve, and
in figure 20 for the EHT valve unless otherwise indicated.
Seating surfaces of the valve plug (key 3) and the seat ring (key 6) can be lapped for improved shutoff. Use a good
quality lapping compound with a mixture that contains 280 to 600 grit. Apply the compound to the bottom of the
valve plug. Use the following procedure to lap the seating surfaces.
1. Install the following parts according to the instructions presented in the Trim Replacement procedure: seat ring
gasket or O‐ring (key 12), seat ring (key 6), seat ring retainer (key 7), cage (key 2), cage gaskets (key 11), and if
used, the O‐ring (key 26, figure 21).
2. Proceed as appropriate:
For an EHD or EHT valve, install the valve plug and stem assembly (keys 3 and 4)—without piston rings or seal ring (keys
8 and 30)—into the cage.
For an EHS valve, install the valve plug and stem assembly (keys 3 and 4) into the cage.
3. Install the bonnet (key 1, figure 16) over the valve stem, and secure the bonnet with four of the hex nuts (key 14).
4. Attach a handle, such as a piece of strap iron secured by stem locknuts, to the valve stem. Rotate the handle
alternately in each direction to lap the seats.
Note
To preserve the effects of lapping, do not change either the position of the seat ring in the valve body cavity or the position of the
cage on the seat ring after lapping the seating surfaces. If possible, clean the parts without disturbing their positions. If the parts
must be removed for cleaning, return them to the original positions.

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5. After lapping, again disassemble as necessary, clean the seating surfaces, reassemble, and test for shutoff. Repeat
the lapping procedure if necessary.
Trim Replacement
After all trim maintenance has been completed, reassemble the valve by following the numbered steps below. Be
certain that all gasketed surfaces have been well cleaned. Key numbers referenced in this procedure are shown in
figure 18 for the EHD valve, in figure 19 for the EHS valve, and in figure 20 for the EHT valve.
Figure 8. Trim Surfaces Requiring Lubrication
SEAT RING RETAINER
A3583
SEAT RING GASKET OR O‐RING
SEAT RING
VALVE BODY
LUBRICATION REQUIRED
1
1
1
CAUTION
Thoroughly clean the seat ring (key 6), seat ring retainer (key 7), and the retainer threads in the valve body with a
good‐quality degreaser. Also clean all cage gasket surfaces. All residual gasket material must be removed from the cage
gasket surfaces and, in gasketed seat ring constructions, from the serrated valve body and seat ring gasket surfaces. If the
serrations are scored or damaged during this process, smooth them by hand sanding with 360 grit paper using long,
sweeping strokes. Failure to remove all residual gasket material and/or burrs from the seat ring, cage, and valve body
gasket surfaces will result in leakage.
Thoroughly lubricate the surfaces indicated in figure 8 with the appropriate lubricant shown in table 11. Be certain to
lubricate the mating surfaces of both parts involved (i.e., lubricate the threads on the seat ring retainer and the threads in
the valve body; lubricate the mating surfaces of the seat ring retainer and seat ring).
Failure to lubricate as described may cause galling and improper gasket or O‐ring (key 12) loading that may result in
leakage.

Figure 9. Information for Machining and Use of Seat Ring Retainer Tool
DIM E
DIM G
DIM F
0.0625 R
DIA D
DIA C
125
DIM H
CHAM
DIA A
DIA B
0.75 MIN
1.625 MAX
DIM J
2 LUGS EQUALLY SPACED
DIM K
STUD BOLT
SEAT RING
SEAT RING
RETAINER
SEAT RING
RETAINER TOOL
TOOL LUG
TOOL INSTALLATIONSEAT RING RETAINER TOOL
3MC2169‐E
35A1086‐A
26A5130‐A
B1465‐2
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VALVE
SIZE,
NPS/
RATING
VALVE
RATING
TOOL DIMENSIONS
mm Inches
A B C D(1) E F G H J(1) K A B C D(1) E F G H J(1) K
1-1/2 x 1
CL1500 57.2 31.8 41.1 54.4
51.9 120.7 11.2 7.9 11.2 12.4 12.2 19.1 2.25 1.25 1.62 2.140 2.120 4.75 0.44 0.31 0.44 0.49 0.48 0.75
CL2500 50.8 31.8 34.1 46.4
45.9 111.3 11.2 7.9 11.2 12.4 12.2 19.1 2.00 1.25 1.34 1.827 1.807 4.38 0.44 0.31 0.44 0.49 0.48 0.75
2 x 1
CL1500 57.2 31.8 41.1 54.4
51.9 120.7 11.2 7.9 11.2 12.4 12.2 19.1 2.25 1.25 1.62 2.140 2.120 4.75 0.44 0.31 0.44 0.49 0.48 0.75
CL2500 50.8 31.8 34.1 46.4
45.9 111.3 11.2 7.9 11.2 12.4 12.2 19.1 2.00 1.25 1.34 1.827 1.807 4.38 0.44 0.31 0.44 0.49 0.48 0.75
3 x 2
CL1500 79.2 53.8 63.5 76.6
76.1 157.2 12.7 9.7 12.7 12.4 12.2 19.1 3.12 2.12 2.50 3.015 2.995 6.19 0.50 0.38 0.50 0.49 0.48 0.75
CL2500 69.9 50.8 53.0 67.1
66.5 150.9 12.7 9.7 12.7 12.4 12.2 19.1 2.75 2.00 2.12 2.640 2.620 5.94 0.50 0.38 0.50 0.49 0.48 0.75
3, 4 x 3 CL2500 90.5 65.0 74.6 86.1
85.6 185.7 12.7 9.7 12.7 18.8 18.5 25.4 3.56 2.36 2.94 3.390 3.370 7.31 0.50 0.38 0.50 0.74 0.73 1.00
4, 6 x 4 CL2500 117.3 88.9 91.9 108.3
107.8 195.3 14.2 10.4 14.2 25.1 24.9 25.4 4.62 3.50 3.62 4.265 4.245 7.69 0.56 0.41 0.56 0.99 0.98 1.00
6, 8 x 6 CL2500 177.8 130.0 134.9 156.0
155.4 254.0 14.2 10.4 14.2 25.1 24.9 38.1 7.00 5.12 5.31 6.140 6.120 10.00 0.56 0.41 0.56 0.99 0.96 1.50
1. D and J dimensions list maximum and minimum values.
Materials for Machining Tool
Recommended
Materials
Minimum
Rockwell
Hardness
416 stainless steel
17‐4PH stainless steel
4100 Series heat‐treated steel
28
36
31

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Table 9. Recommended Torque for Installing Seat Ring Retainer
VALVE
SIZE,
NPS
VALVE
BODY
RATING
TORQUE
For All Valves with
Gasketed Seat Ring
Construction Except
Those with
Cavitrol III Cage
For All Valves with
O‐Ring Seat Ring
Construction(1) or for
Sour Gas Service
For Valve with 2‐Stage
Cavitrol III Cage and
Gasketed Seat Ring
Construction
For Valve with 3‐Stage
Cavitrol III Cage and
Gasketed Seat Ring
Construction
NSm LbfSFt NSm LbfSFt NSm LbfSFt NSm LbfSFt
1, 1-1/2x1, 2x1 CL1500 509 375 68 50 339 250 ‐ ‐ ‐ ‐ ‐ ‐
CL2500 373 275 68 50 203 150 ‐ ‐ ‐ ‐ ‐ ‐
2, 3x2 CL1500 1187 875 136 100 881 650 678 500
CL2500 848 625 102 75 542 400 407 300
3, 4x3 CL1500 2203 1625 271 200 1491 1100 1356 1000
CL2500 1593 1175 203 150 949 700 678 500
4, 6x4 CL1500 3118 2300 373 275 2712 2000 2373 1750
CL2500 2373 1750 271 200 2373 1750 1695 1250
6, 8x6 CL1500 6780 5000 780 575 6101 4500 5423 4000
CL2500 5017 3700 576 425 4745 3500 4745 3500
1. Includes valves with Cavitrol III trim.
Table 10. Valve Stem Connection Torque and Drill Size for Pin Hole
VALVE SIZE,
NPS
VALVE STEM
DIAMETER VALVE BODY
RATING VALVE
VALVE STEM
CONNECTION TORQUE
(MINIMUM ‐ MAXIMUM)
DRILL SIZE
FOR PIN
mm Inches NSm LbfSFt Inches
1, 1-1/2x1, 2x1 12.7 1/2 CL1500, CL2500 EHS 81 ‐ 115 60 ‐ 85 1/8
19.1 3/4 CL1500 EHS 237 - 339 175 - 250 3/16
2, 3x2
12.7 1/2 CL1500, CL2500 EHD, EHS, EHT 81 ‐ 115 60 ‐ 85 1/8
19.1 3/4 CL1500, CL2500 EHS 237 ‐ 339 175 ‐ 250 3/16
EHD, EHT 237 ‐ 339 175 ‐ 250 1/8
25.4 1 CL1500, CL2500 EHS 420 ‐ 481 310 ‐ 355 1/4
3, 4x3
12.7 1/2 CL1500, CL2500 EHD, EHS, EHT 81 ‐ 115 60 ‐ 85 1/8
19.1 3/4 CL1500, CL2500 EHD, EHS, EHT 237 ‐ 339 175 ‐ 250 3/16
25.4 1
CL1500, CL2500 EHS 420 ‐ 481 310 ‐ 355 1/4
CL1500 EHD, EHT 420 - 481 310 - 355 1/4
CL2500 EHD, EHT 420 ‐ 481 310 ‐ 355 3/16
4, 6x4 19.1 3/4 CL1500, CL2500 EHD, EHS, EHT 237 ‐ 339 175 ‐ 250 3/16
25.4 1 CL1500, CL2500 EHD, EHS, EHT 420 ‐ 481 310 ‐ 355 1/4
6, 8x6
19.1 3/4 CL1500, CL2500 EHD, EHS, EHT 237 ‐ 339 175 ‐ 250 3/16
25.4 1 CL1500, CL2500 EHD, EHS, EHT 420 ‐ 481 310 ‐ 355 1/4
31.8 1‐1/4 CL1500, CL2500 EHD, EHS, EHT 827 ‐ 908 610 ‐ 670 1/4
50.8 2 CL1500, CL2500 EHD, EHT
Contact factory for
torque values and
installation procedure
3/8
Table 11. Seat Ring and Seat Ring Retainer Lubricants
VALVE BODY
MATERIAL
SEAT RING
MATERIAL LUBRICANT
WCC, WC9, C5, or LCC steel S41600 (416 stainless steel) Lithium grease, dry film lubricant, or anti‐seize lubricant
R30006 (Alloy 6) Anti‐seize lubricant
CF8M (316 stainless steel) R30006 Dry film lubricant or anti‐seize lubricant
1. For gasketed seat ring constructions, install the seat ring gasket (key 12) into the valve body. For O‐ring seat ring
constructions, install the O‐ring (key 12) into the groove on the underside of the seat ring (key 6). Install the seat
ring (key 6). Screw in the seat ring retainer (key 7). Use the seat ring retainer tool (figure 9) to tighten the seat ring
retainer as follows:
a. Insert the tool into the valve body. Be certain the tool lugs are engaged in the corresponding recesses in the
retainer.

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b. Use a power torque wrench or driver having torque capabilities equal to or greater than those shown in table 9.
Connect the torque tool to an extension if necessary. The tool or extension must snugly fit the square hole in the
seat ring retainer tool. Refer to figure 9 for square hole sizes.
c. Insert the tool or extension into the square hole in the seat ring retainer tool.
d. Use the stud bolts (key 13) to prevent a power torque wrench from rotating.
CAUTION
Hold the torque wrench at right angles to the seat ring retainer when applying torque. Tilting the tool and extension while
applying torque may cause the lugs on the seat ring retainer tool to suddenly disengage from the recesses in the retainer,
damaging the retainer and seat ring.
e. Tighten the seat ring retainer to the torque shown in table 9.
Note
Some cages have one large window and several small windows. In step 2, install a cage that has different size windows so that the
largest window faces toward the process outlet for a flow‐down and toward the process inlet for a flow‐up valve. Though it may
not be possible to align the large window directly opposite the inlet or outlet, orient the window in the appropriate direction as
much as possible. Incorrect orientation of cage windows causes a reduction of capacity.
2. Proceed as appropriate:
For a valve with a Cavitrol III cage, slide the O‐ring (key 26, figure 21) over the seat ring (key 6) and against the
shoulder in the outer diameter of the seat ring. Install the lower gasket (key 11) between the valve body and cage (key
2), and install the cage. Be certain the lugs on the bottom of the cage engage the corresponding slots in the seat ring
retainer.
For all other valves, install the lower gasket (key 11) between the valve body and cage (key 2), and install the cage. Be
certain the lugs on the bottom of the cage engage the corresponding slots in the seat ring retainer.
Note
Rotate the cage clockwise by hand as much as possible once the cage lugs engage the slots in the seat ring retainer. Failure to do
so may result in leakage at the seat ring to valve body seal.
Constructions other than TSO trim
1. To install the piston rings and seal rings (keys 8 and 30), proceed as appropriate:
For an EHD valve (figure 18), if it is necessary to install new piston rings, the replacement piston rings will arrive in one
piece. Use a vise with smooth or taped jaws to break a replacement piston ring into halves. Place the new ring in the
vise so that the jaws compress the ring into an oval. Compress the ring slowly until the ring snaps on both sides. If one
side snaps first, do not try to tear or cut the other side. Instead, keep compressing until the other side snaps. The
piston ring can also be fractured by scoring and snapping over a hard surface such as a table edge. Sawing or cutting is
not recommended.

Instruction Manual
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20
Remove any protective tape or covering from the valve plug and stem assembly, and set it on a protective surface.
Then, place the piston ring in the piston ring groove with the fractured ends matched.
For an EHT valve (figure 20), install the seal ring (key 8) onto the valve plug (key 3). Install the ring with the open side
facing the seat ring end of the valve plug for flow‐down applications (view A of figure 20) or with the open side facing
the valve plug stem end of the valve plug for flow‐up applications. Slide the backup ring (key 9) onto the valve plug.
Secure with the retaining ring (key 10). For an NPS 6 valve with a level D Whisper Trim III cage, reinstall the piston ring
(key 30) following the instructions given in the paragraph immediately preceding.
2. Install the valve plug into the cage.
TSO Trim
Refer to figure 7.
1. Thread the outer plug onto the inner plug until the parts seat metal to metal, using a strap wrench or similar tool
that will not damage the outer plug guide surfaces.
2. Mark the top of the inner plug and outer plug with alignment marks in the assembled position.
3. Disassemble the outer plug from the inner plug and install the seal over the inner plug, so that the seal rests below
the threaded area.
4. Thread the outer plug onto the inner plug and tighten with a strap wrench or similar tool until the alignment marks
line up. This will ensure that the plug parts are metal to metal and the seal is compressed properly. Do not damage
the outer plug guide surfaces.
5. Install set screws centering the inner plug in the outer plug and torque to 11 NSm (8 lbfSft).
6. Assemble the piston ring, anti‐extrusion rings, backup ring, and retainer.
All Constructions
1. Install the top cage gasket (key 11) on the cage.
2. Install the bonnet over the valve stem and onto the valve body.
Note
The prelubricated hex nuts (key 14, figure 18, 19, or 20) referred to in step 3 can be identified by a black film coating on the nut
threads.
The proper bolting procedures in step 3 include‐‐but are not limited to‐‐ensuring that the bonnet stud threads are clean, Belleville
washers (if present) are installed in the correct orientation, and that the hex nuts are evenly tightened to the specified torque
values.
CAUTION
Failure to comply with good bonnet‐to‐body bolting practices and the torque values shown in table 8 may result in cage
crushing, cage diameter reduction, and/or bonnet deformation. Cheater bars or slug wrenches should not be used for this
procedure.
Hot torquing is not recommended.
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.