Emerson Fisher SS-264 User manual

www.Fisher.com
Fisher™SS-264 Rotary Control Ball Valve
Contents
Introduction 1.................................
Scope of Manual 1.............................
Description 2.................................
Specifications 2...............................
Educational Services 2.........................
Principle of Operation 3.........................
Installation 3
....................................
Lifting Guidelines 5............................
Maintenance 7
..................................
Packing Maintenance 8.........................
Replacing Packing 8........................
Packing Load Adjustment 11................
Replacing the Trim Parts 11.....................
Troubleshooting 18.............................
Actuator Mounting 18
............................
Actuator Mounting Instructions 24...............
Periodic FlowScanner™Testing 25..................
Parts Ordering 30................................
Parts List 30.....................................
Spare Parts 32.................................
Figure 1. Fisher SS-264 Valve with Bettis™
NG4020-SR3 Actuator and 3610J Positioner
09AA03200
Introduction
Scope of Manual
This instruction manual provides installation, operation, maintenance, and parts information for the Fisher SS-264
rotary control valve (see figure 1). It also outlines the assembly and testing procedures for the CL1725 SS-264 rotary
ball valve designed for use with the Bettis NG4020-SR3 rotary actuator.
The SS-264 valve is the passive residual heat removal valve for use in third generation PWR Nuclear Generating
Stations. The valve body has NPS 14 (AP1000, CAP1000) or NPS 16 (CAP1400) butt weld ends with a cammed ball
operating against a one-piece metal seal.
Features include the following:
D Cammed, segmented ball with hard faced seat band manufactured from forged bar.
D Fisher involute spline connection for ball/shaft and a keyed connection which is used for the Bettis actuator
connection.
D Tight tolerances and heavily loaded ball/seal interface.
Instruction Manual
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Table 1. Specifications
Valve Sizes and End Connection Styles
SS-264: NPS 14 and NPS 16 valve with Schedule 160
butt weld ends
Standard Flow Direction
Forward (into the convex face of the ball)
Pressure Drop Limits(1,2)
Flowing: 120 psid
Shutoff: 53 psid
Max Temperature Limit(1)
426°C (800°F)
Maximum Ball Rotation
Standard: Ball rotates clockwise to close when viewed
from the top of the valve
Ball rotation is 90 degrees
Valve/Actuator Action
Clockwise to close on air stroke, counterclockwise to
open on spring stroke. See actuator manual for
details
Actuator Mounting
Counterclockwise to open
1. The pressure/temperature limits in this manual, and any applicable code or standard limitation, should not be exceeded.
2. Exceeding pressure drop limits will begin to yield the metal seat ring and can cause deformation which may lead to excessive leakage though the valve seat.
D Emerson Automation Solutions designed liveloaded packing with positive stop screws controlling Belleville spring
deflection.
D The zero positioning of the ball is achieved by torque seating.
Do not install, operate, or maintain an SS-264 valve 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 before proceeding.
Description
The SS-264 ball valve (figure 1) is used in throttling or on‐off service. The SS-264 valve is an NPS 14 (AP1000, CAP1000)
or NPS 16 (CAP1400) schedule 160 buttweld construction, per customer specified weld end configuration
requirements. The keyed valve shaft of this valve connects to a Bettis spring-return actuator.
Specifications
Specifications for these valves are shown in table 1.
Educational Services
For information on available courses contact:
Emerson Automation Solutions
Educational Services - Registration
Phone: [phone] or 1-800-338-8158
E-mail: [email protected]
emerson.com/fishervalvetraining

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Principle of Operation
The ball and machined body combine to create smooth transitioning flow geometry which enables efficient flow
through the valve. The drive shaft and follower shaft center the ball in the flow stream to minimize dynamic torque
and permit easy ball rotation.
The ball rotates counterclockwise out of the seal to a standard open rotation of 90 degrees. The ball is cammed into
the seal to create an effective seal. The drive linkage between the ball and shaft has been designed for minimal lost
motion using a “spline connection” on the shaft and ball.
Table 2. Recommended Bolting Torques
Description, Key Number Size Wrench Size N•m lbf•ft
Seat ring to Body - Sckt Hd Cap Screw, 28 1/2-13 3/8 Allen 92 68
Body to Bonnet - Hex Nut, 117 2 1/2-8 3 3/4 10970 8090
Bonnet to Actuator - Hex Hd Cap Screw, 3 3/4-10 1 1/4 271 200
Washer to Drive Shaft - Hex Hd Cap Screw, 31 5/8-11 15/16 163 120
Travel stop hex nut, 1 1/8-8 1 1/2 136 100
Go Switch/Positioner Mounting
Go Switch Bracket to Actuator - Hex Hd Cap Screw 1/2-13 3/4 92 68
Namur Disc to Actuator - Sckt Hd Cap Screw M6 4mm 10.2 90 in•b
Trip Arm Bracket to Namur Disc - Sckt Hd Cap Screw M6 5mm 10.2 90 in•lb
Target Magnet to Trip Arm Bracket - Hex Nut 7/16-20 11/16 47 35
Go Switch to Go Switch Bracket- Hex Nut 5/8-18 15/16 47 35
Standoff - Pan Hd Mach Phillip Screw 6-32 Phillips 1.9 17 in•b
Travel Ind. Scale - Pan Hd Mach Phillip Screw 6-32 Phillips 1.9 17 in•lb
Positioner - Sckt Hd Cap Screws 5/16-18 5/16 23 17
546/67CFSR Mounting
546 Bracket to Actuator - Hex Hd Cap Screw 1/2-13 3/4 92 68
546 to Bracket - Hex Hd Cap Screw 5/16-18 1/2 23 17
67CFSR to Bracket - Hex Hd Cap Screw 5/16-18 1/2 23 17
Solenoid/2625 Booster Mounting
2625 Bracket to Actuator - Hex Hd Cap Screw 1/2-13 3/4 92 68
2625 V-blocks to Bracket - Hex Hd Cap Screw 5/16-18 1/2 23 17
Solenoid to Bracket - Hex Hd Cap Screw 5/16-18 1/2 23 17
Installation
Key numbers in installation procedures are shown in figure 18 unless otherwise indicated.
WARNING
Always wear protective gloves, clothing, and eyewear when performing any installation operations to avoid personal
injury.
Personal injury or equipment damage caused by sudden release of pressure may result if the valve assembly is installed
where service conditions could exceed either the valve body rating or the mating pipe flange joint rating. To avoid such
injury or damage, provide a relief valve for overpressure protection 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.

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WARNING
When ordered, the valve configuration and construction materials were selected to meet particular pressure, temperature,
pressure drop, and controlled fluid conditions. Responsibility for the safety of process media and compatibility of valve
materials with process media rests solely with the purchaser and end‐user. To avoid possible personal injury and because
some valve/trim material combinations are limited in their pressure drop and temperature ranges, do not apply any other
conditions to the valve without first contacting your Emerson sales office.
WARNING
The valve drive shaft is not necessarily grounded to the pipeline when installed. Personal injury or property damage could
result from an explosion caused by a discharge of static electricity from valve components if the process fluid or the
atmosphere around the valve is flammable. If the atmosphere around the valve or the process fluid is flammable,
electrically bond the drive shaft to the valve.
Note
Standard graphite packing is composed of all conductive graphite ribbon packing. Alternate shaft‐to‐valve body bonding is
available for hazardous service areas where the standard packing is not sufficient to bond the shaft to the valve.
1. If the valve is to be stored before installation, protect the buttweld ends and keep the valve body cavity dry and free
of foreign material.
2. The valve is normally shipped as part of a control valve assembly, with an actuator mounted on the valve. If the
valve and actuator have been purchased separately or if the actuator has been removed, mount the actuator
according to the Actuator Mounting section.
3. Standard flow direction is forward flow, spherical face of the ball is upstream.
4. Install the valve in a horizontal pipeline with the drive shaft in the vertical position.
5. The actuator is counterclockwise to open with the shaft in a vertical orientation as shown in figure 1. If necessary,
refer to the appropriate actuator instruction manual for actuator installation and adjustment procedures.
CAUTION
Ensure the valve and adjacent pipelines are free of foreign material that could damage the valve seating surfaces.
6. Be certain the valve and adjacent pipelines are free of any foreign material that could damage the valve sealing
surfaces.
7. Be sure the pipelines are in line with each other.
8. Use accepted pipeline piping and welding practices when installing the valve in the pipeline.
9. Connect pressure lines to the actuator.
WARNING
Personal injury could result from packing leakage. Valve packing was tightened before shipment; however the packing
might require some readjustment 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.
10. Verify that gap “A”, in figure 4, is closed before pressurizing the pipeline.

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Lifting Guidelines
X0397
X0420
Figure 2. Lifting Guidelines
X0398
X0399

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Figure 3. Lifting Guidelines (continued)
EYE BOLT
½-13UNC x 1.5
(NOT PROVIDED)
CAPSCREW
⅝-11UNC x 1.5
(NOT PROVIDED)
LIFTING PLATE
CG
3.4
CAUTION
Care must be taken when lifting the valve/actuator assembly to ensure the accessories and tubing are not damaged in the
process. The entire NPS 14 assembly with accessories weighs approximately 3656 kg (8060 lb) and the entire NPS 16
assembly with accessories weighs approximately 3597 kg (7930 lb). Make sure to use appropriate lifting
straps/eyebolts/hoists capable of lifting this weight.
Lifting Valve/Actuator Assembly
To lift the assembly, insert 1-1/4-7 UNC swivel hoist rings into the four lifting hole locations on the outside diameter of
the bonnet flange. The lifting point must be high enough away from the top of the accessory mountings to prevent
damage to accessories or piping. The hbeam illustrated in figure 2 is adjustable axially along the pipe run in order to
lift at the center of gravity (CG) of the assembly. Two adjustable length chains on one side of the valve body ensure the
assembly is lifted vertically. Refer to the appropriate drawing for the CG of your assembly.
Lifting Actuator Only
WARNING
Do NOT attempt to lift the actuator while attached to the bonnet or valve body as this will damage components and could
cause bodily harm.

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To lift the actuator, choke two straps, one around the spring barrel and one around the air cylinder, and connect to an
adjustable chain leveler. The chain leveler ensures the actuator and bonnet mating surfaces are parallel prior to
removal or installation. Proper alignment of the actuator and bonnet is critical to prevent binding of the shaft and
actuator. If accessories are not removed prior to lifting, use care to keep straps or chains away from piping and
accessories.
Alternatively, if the four actuator lifting lugs are accessible, chains can be used to lift the actuator. Similarly, the
actuator and bonnet mating surfaces must remain parallel.
Lifting Bonnet Only
To lift the bonnet, insert 1-1/4-7 UNC swivel hoist rings into the four lifting hole locations on the outside diameter of
the bonnet flange. Use proper length, or adjustable chains to ensure the bonnet and valve body mating surfaces
remain parallel when hoisted.
Lifting Valve Only
To lift the valve, insert two 2-1/2-8 swivel hoist rings, diametrically opposed and on opposite sides of the valve body
run, into the bodytobonnet bolt circle. An alternative to the swivel hoist rings is to use an internal thread lifting ring
which can be threaded onto the existing 2-1/2-8 studs (key 10).
Lifting Ball/Shaft Assembly
To lift the ball/shaft assembly, install the lifting plate (GE48210) and 5/811x1.50 cap screw (not provided) as shown in
figure 3. Align the lifting plate edge with the keyway groove of the shaft; this will position the lifting end of the plate
over the ball. Torque the cap screw to 163 N•m (120 ft•bf). Install a 1/2-13 eye bolt into the lifting end of the plate
and torque to 92 N•m (68 ft•lbf). Lift the ball/shaft assembly vertically out of the body, being careful not to damage
the sealing surface of the ball.
Maintenance
Valve parts are subject to normal wear and must be inspected and replaced as necessary. The frequency of inspection
and replacement depends upon the severity of service conditions.
The open and closed travel stops of the actuator do not require adjustment unless the bonnettobody joint is
loosened. If the actuator is removed for packing replacement, simply remount the actuator per the Actuator Mounting
section of this manual. If the bonnettobody joint is loosened for any reason, establish the zero position per the
Determining Closed Position section of this manual.
Key numbers in this procedure are shown in figure 18, unless otherwise noted.
WARNING
The ball closes with a shearing, cutting motion, which could result in personal injury. To avoid injury, keep hands, tools, and
other objects away from the ball while stroking the valve.
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 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.

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D Use bypass valves or completely shut off the process to isolate the valve from process pressure. Relieve process pressure
from 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 Always wear protective gloves, clothing, and eyewear when performing any maintenance operations.
D The valve packing area may contain process fluids that are pressurized. Process fluids may spray out under pressure
when removing the packing hardware or packing rings.
D Check with your process or safety engineer for any additional measures that must be taken to protect against process
media.
Packing Maintenance
Key numbers in this procedure are shown in figures 15 and 18 unless otherwise noted. A detailed view of the packing is
also shown in figure 4.
Refer to the Parts List section of this manual for individual parts.
If the packing is relatively new and tight on the drive shaft (key 8), and if tightening the packing nuts (key 16) does not
stop leakage, it is possible that the drive shaft is worn or nicked so that a seal cannot be made. If the leakage comes
from the outside diameter of the packing, it is possible that the leakage is caused by nicks or scratches on the packing
box wall. Inspect the drive shaft and packing box wall for nicks or scratches while performing the following procedure.
Replacing Packing
The open and closed travel stops of the actuator do not require adjustment unless the bonnettobody joint is
loosened. If the actuator is removed for packing replacement, simply remount the actuator per the Actuator Mounting
section of this manual.
Disassembly
WARNING
Observe the steps in the WARNING at the beginning of the Maintenance section.
1. Remove the actuator from the bonnet by removing the eight cap screws (key 18).
2. Remove the yoke key (key 103), coupler (key 102), and square key (key 15) from the drive shaft.
3. Loosen and remove packing nuts (key 16), packing flange (key 5), Belleville springs (key 6A), and the stop flange
(key 6C).
Note
Do not loosen or adjust the stop cap screws (keys 22 or 24) on the packing flange (key 5) or the stop flange (key 6C).
WARNING
Personal injury could result from packing leakage. Do not scratch the drive shaft or packing box wall while removing
packing parts in the following procedure.

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4. Use packing removal tools to pull the packing set (key 11) out of the bonnet (key 7).
5. Carefully clean the drive shaft (key 8) and packing box bore of the bonnet (key 5). Using a flashlight, look into the
packing box bore and ensure all packing and residue are cleaned out.
6. Properly dry out the packing box bore of the bonnet (key 7) before repacking the valve.
WARNING
When the actuator is removed from the valve, the ball/shaft assembly may suddenly rotate with a shearing or cutting
motion, which could result in personal injury. To avoid injury, carefully rotate the ball to a stable position after the actuator
is removed.
Packing Installation
1. Refer to figures 4 and 15 and install the following parts in the packing box bore by aligning each parts ID with the
OD of the drive shaft. First, insert the packing box ring (key 19), then one antiextrusion ring, two graphite ribbon
packing rings, and lastly the other antiextrusion ring.
2. Install the packing follower/bushing assembly (key 25).
Note
If the stop screws and nuts (keys 22, 23 and 24) were adjusted during disassembly, refer to the Packing Adjustment section in this
instruction manual before proceeding.
3. If the stop screws (key 22) were not adjusted during disassembly skip to step 5.
4. Apply Loctite 242 (key 77) to the two 3/824x1.50 hex cap screws (key 22). Install the cap screws with two 3/824
hex nuts (key 23) in the stop flange (key 6C). Final stop screw lock position will be set with gauged clearance to the
packing flange.
5. Install the stop flange (key 6C) assembly against the packing follower/bushing assembly (key 6B).
6. Install three Belleville springs (key 6A) on top of the stop flange (key 6C). Orient the Belleville stack as shown in
figure 3 (top spring with large OD against packing flange (key 5)).
7. If the stop screws (key 24) were not adjusted during disassembly skip to step 9.
8. Apply Loctite 242, (key 77) to two 3/824x2.50 stop cap screws (key 24). Install the two stop cap screws (key 24)
with 3/8-24 hex nuts (key 23) in the packing flange (key 5). Final stop screw lock position will be set with gauged
clearance to the stop flange
9. Install the packing flange assembly on top of the Belleville springs (key 6A).
10. Lubricate the two 3/410x5.75 continuous thread packing box studs (key 20) with Nuclear Grade anti-seize
lubricant (key 36) and install into the bonnet (key 7).
11. Lubricate the threads and seating surface of the two 3/410 hex nuts (key 16) with Nuclear Grade anti-seize
lubricant (key 36) and install onto the packing studs (key 20).
12. Tighten the packing nuts (key 16) without torque until they are snug against the packing flange (key 5).
Note
Use care to keep the packing flange parallel to the stop flange (key 16). Reference figure 4.

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13. If the stop screws (key 22 and 24) were not adjusted during disassembly, then check the Gap A and Gap B clearance
using the gap gage and adjust if necessary following Section Stop Screw Gap Settings steps 3 and 4; if adjustments
are not necessary, then proceed to Section Stop Screw Gap Settings step 5.
Figure 4. Positive Stop Packing Loading Method
GE51823
GAP GAGE
B
A

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Packing Adjustment
The following instructions describe how to set the correct stop screw gaps A and B for proper packing load. Gap A is
the nominal packing load and should be used under normal circumstances. Gap B is the maximum packing load and
should not be exceeded.
Stop Screw Gap Settings
1. Loosen the packing flange nuts (key 16) until loose, do not remove nuts.
2. Retighten nuts until just finger-tight.
3. Use the gap gage GE51823 to set Gap A (nominal) to 5.74 mm (0.226 inch) for the packing flange stop screws (key
24) and the top of the stop flange (key 6C). While holding the flange stop screws (key 24) stationary, torque the nut
(key 23) to 41 NSm (30 ftSlbf). Double-check Gap A clearance and adjust if necessary.
4. Use the gap gage to set Gap B (maximum) to 7.80 mm (0.307 inch) for the stop flange stop screws (key 22) and the
packing flange (key 5). While holding the flange stop screws (key 22) stationary, torque nut (key 23) to 41 NSm (30
ftSlbf). Double-check Gap B clearance and adjust if necessary.
5. Tighten the packing flange nuts (key 16) evenly until the Gap A (nominal) 5.74 mm (0.226 inch) for the packing
flange stop screws (key 24) goes to zero and just contacts the stop flange (key 6C) which will set the packing stress
to its nominal value.
Packing Load Adjustment
Use the following steps to increase the packing load from nominal to maximum packing load.
1. Loosen the stop nuts (key 16) and retract the two 3/8-24 x 2.50 stop cap screws (key 24) three full turns.
2. Apply Loctite 242 (key 77) to the two stop cap screws (key 24) and torque the nut (key 23) to 41 NSm (30 lbfSft).
3. Tighten the packing flange nuts (key 16) evenly until the Gap B (maximum) 7.80 mm (0.307 inch) for the packing
flange stop screws (key 22) goes to zero and just contacts the packing flange (key 5), which will set the packing
stress to its maximum value.
Replacing the Trim Parts
The open and closed travel stops of the actuator will need adjustment after any trim replacement per the Actuator
Mounting section of this manual. If the bonnettobody joint is loosened for any reason, establish the zero position per
the Determining Closed Position section of this manual.
Perform this procedure if the control valve components are at a recommended replacement interval, scratched or
damaged, showing performance degradation at routine diagnostics, or the valve is not shutting off properly.
This section describes how to replace the thrust washers (key 1), Belleville spring (key 4), ball/shaft assembly (key 8),
bearing (key 9), and seal ring components (keys 25, 26, and 27). Refer to figure 15.
Disassembly
1. Remove actuator taking care not to bind the coupler (key 101) on the drive shaft (key 8).
2. Loosen and remove packing nuts (key 16). Now remove the packing flange (key 5), Belleville springs (key 6A), stop
plate (key 6C), and packing follower (key 6B).
3. Rotate the ball 180 degrees out of the seal so that the sphere and pin hole point downstream. The keyway at the
top of the shaft will be facing towards the inlet side of the body.
Note
There is a linear indicating mark just above the packing parts on the drive shaft indicating the sphere-side of the ball

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4. Loosen and remove the body/bonnet nuts (key 117).
5. Using a safe lifting method, lift the bonnet (key 18) vertically off of the valve body (key 12); make sure the ball/shaft
assembly (key 8) does not lift with the bonnet.
CAUTION
Ensure the bonnet flange remains level and parallel to body (key 12) mounting face. Failure to maintain parallel will lead to
binding of the drive shaft to the bonnet. If done improperly, this could damage the ball, shaft, bonnet, and body.
6. Remove cap screw (key 14) and washer (key 13) from the ball/shaft assembly (key 8).
7. Install lifting plate, GE48210, onto the drive shaft with a 316 stainless 5/811x1.50 cap screw (not provided). The
1/213 threaded hole of the lifting plate should be centered directly over the ball sphere. Torque to 163 N•m (120
lbf•ft).
8. Install a 1/213 eye bolt (not provided) into the ball/shaft lifting plate. Torque to 92 N•m (68 lbf•ft).
9. Lift the ball/shaft assembly (key 8) vertically out from the valve body.
CAUTION
While lifting the ball/shaft assembly, ensure the sphere does not come into contact with the valve body. Damage to the
sphere will affect the seat leakage performance of the valve.
10. Remove the lower thrust washer (key 1), follower bearing (key 9), and ball Belleville spring (key 4).
11. Remove qty sixteen socket head cap screws (key 27) from the seal (key 25).
12. Remove seal (key 25), taking care not to damage the guide diameter of the valve body.
13. Completely remove any remaining flat sheet gasket (key 26) material from the valve body gasket surface.
WARNING
Observe the steps in the WARNING at the beginning of the Maintenance section of this manual.
CAUTION
Exercise care to avoid damaging components in the following procedure.
Thrust Washer Dimension Check Instructions
Thrust washer (key 28) is a machine-to-fit component and is unique for each valve assembly. The washer is cut to the
specific thickness required to center the ball in the valve body based on dimensions measured from the valve
assembly.
1. Gather precise measurements, ±0.025 mm (±0.001 in), of the following five dimensions (see figure 5):
BThe distance from the top of the body (key 12) to the seal ring (key 25): 230.91 mm (9.091 in) nominal.

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∅CDiameter of seal ring (key 25): 355.45 mm (13.994 in) nominal.
DHeight of bonnet (key 7) boss: 180.77 mm (7.117 in) nominal.
EHeight of ball (key 8A): 393.70 mm (15.500 in) nominal.
FWidth of drive bearing (key 2) shoulder: 6.43 mm (0.253 in) nominal.
2. Calculate the width of the thrust bearing using table 3.
3. Compare the thrust washer thickness to dimension A, as calculated in table 3, to the measured value. If the
thickness differs +0.64 mm (+0.025 in), then contact your Emerson sales office to order a replacement
Table 3. Thrust Bearing Calculation Table
Part Description Key Feature
Number
Nominal Dimension Measured Dimension
mm in mm in
Valve Top to Seal Ring 12 - 25 B 230.91 9.091
Diameter of Seal Ring 25 ∅C 335.45 13.994
Calculated ∅C/2 177.73 6.997
Height of Bonnet Boss 7 D 180.77 7.117
Height of Ball 8A E 393.70 15.500
Calculated E/2 196.85 7.750
Width of Drive Bearing 2 F 6.43 0.253
Thrust Bearing Thickness A = B+∅C/2-D-E/2-F 24.59 0.968
Figure 5. Measurements for Thrust Washer Calculations
THRUST
WASHER
∅
D
B
C
F
E

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Figure 6. Thrust Washer Thickness Feature
A
Assembly
Figure 7. Seal Ring Masking
ADHESIVE
MASKING
MASKING
1. Inspect parts, ensuring no rust, corrosion, or foreign material is present and that bearing, guide, and sealing
surfaces do not have nicks or scratches.
2. Mask the seal ring (key 25) as shown in figure 7 above and coat the gasket surface with spray adhesive (key 38). Do
not over apply adhesive to cause oozing when applying gasket. Let the adhesive set for a minimum of 30 seconds
prior to installing the gasket (key 26).
3. Carefully lower gasket (key 26) on to surface of the seal ring (key 25) with adhesive, pressing lightly and evenly in a
criss-cross pattern until the gasket is fully pressed against the seal ring, remove masking.
CAUTION
Ensure that the gasket (key 26) does not extend out past the outer diameter of the seal ring as this may cause tearing of the
gasket during installation of the seal ring (key 25).
4. Lubricate the sixteen 1/2-13 cap screws (key 27) with NeoLube #1 (key 37) and install into the seal ring (key 25).
Thread cap screws (key 27) all the way through the seal ring flange (key 25) until cap screw undercut shaft is in the
threaded portion of the seal ring (key 25).
5. With all cap screws (key 27) in the seal ring (key 25), carefully position the seal ring with gasket thru the head of the
valve body (key 12), being sure not to damage the seal ring flange OD.

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6. Tighten cap screws (key 27) into the anchor ring (key 12B) tapped holes, using a multiple pass, cross pattern
tightening procedure increasing the bolt torque at each pass until all the bolts are at the initial torque value of
45 N•m (33 ft•lbf) and a final torque value of 92 N•m (68 ft•lbf). Then switch to a circular tightening pattern and
continue tightening until there has been no bolt movement at the final torque of 92 N•m (68 ft•lbf) for a complete
circular pass. Use a 3/8” Allen socket for these socket head cap screws.
Note
Rotational orientation of the seal ring is not important. There are 32 tapped holes on the anchor ring in case an anchor ring thread
is damaged out in service; the other set of 16 holes could be used by simply rotating the seal ring one hole.
Figure 8. Ball/Shaft Assembly Orientation
7. Install the Belleville spring (key 4), follower bearing (key 9), and thrust washer (key 1) as shown in figures 9 and 18.
8. Install lifting plate on the keyed end of the ball/shaft assembly as per the previous Disassembly section steps 7 and
8.
9. With the ball facing 180 degrees away from the seal, carefully lower the ball/shaft assembly (key 8) into the valve
body until the follower shaft of the ball/shaft assembly (key 2) is guided and fully seated in the follower bearing. See
figure 8.
10. Loosen and remove the cap screw and lifting plate.
11. Lubricate the 5/8-11x1.00 cap screw (key 14) with Nuclear Grade anti-seize lubricant (key 36) and install the washer
(key 13) and cap screw (key 14) into the end of the drive shaft. Tighten to 163 N•m (120 ft•lbf).
12. Install the special thrust washer (key 28) onto the drive shaft and mate against the ball.
13. Install the drive bearing (key 2) onto the drive shaft and mate against the special thrust washer (key 28).

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14. Lubricate with Nuclear Grade anti-seize lubricant (key 36) and install the fourteen 2-1/2-8x12.50 body-to-bonnet
studs (key 10) down to the deformed thread into the valve body (key 12).
Note
If the ball/shaft assembly (key 8), drive bearing (key 2), or bonnet (key 5) are new or replacement parts, then a new special thrust
washer (key 28) must be ordered. All four of the components are a matched set and ensure proper vertical alignment of the ball
with the seal. Contact your Emerson sales office for assistance with procuring a new special thrust washer. Use section Thrust
Washer Dimension Check Instructions above.
15. Install the spiral wound gasket (key 3) into the groove on top of the valve body (key 12).
16. Carefully lower the bonnet (key 7) over the drive shaft, ensuring the alignment pin hole of the bonnet (key 7) is
guided over the alignment pin of the valve body (key 12).
17. Lubricate the threads and seating surface of the fourteen 2-1/8 UNC-2B body-to-bonnet heavy hex nuts (key 17)
with Nuclear Grade anti-seize lubricant (key 36) and install onto each stud (key 10).
18. Using 2 torque wrenches follow the torque steps in table 4 up to an initial torque value of 6,780 N•m (5,000 ft•lbf)
by torquing 2 opposing studs simultaneously. Recommend using a hydraulic torque wrench with multiple
actuator/hose connections. Complete torque steps per tables 8, 9, and 10.
A four-stud pattern can also be used per table 4 if there is an available hydraulic torque wrench with the required
number of actuators/fittings to achieve 4 simultaneous torque outputs.
Note
Recommend using a chloride-free marker to track the steps and sequences of the torquing procedure, and/or use tables 8, 9, and
10 to track the steps and sequences.
Table 4. Body-To-Bonnet Stud Torquing Procedure
Two-Stud Sequence
Per Step
Four-Stud Sequence
Per Step Torque Step Stud Torque % Nominal Torque
N•m Ft•lbf
1 and 2 1 698 515 6
3 and 4
5 and 6 1, 2, 3, and 4 2 1397 1030 13
7 and 8 5, 6, 7, and 8 3 2095 1545 19
9 and 10 9, 10, 11, and 12 4 4407 3250 40
11 and 12 13 and 14 5 6780 5000 60
13 and 14
19. Individually torque all nuts to 9,356 N•m (6,900 ft•lbf) and then to a final torque of 10,970 N•m (8,090 ft•lbf) per
tables 9 and 10. Tighten the bolted joint using a criss-cross pattern shown in figure 10. Tighten each bolt evenly and
in the sequence described.

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Figure 9. Lower Thrust Washer and Ball Belleville Spring Installation
Figure 10. Body/Bonnet Bolting Sequence

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Troubleshooting
Table 5. Troubleshooting
Problem Possible Solution
Packing Leakage
Verify the correct packing load. Use gap gage to verify correct gap distances.
Disassemble and inspect packing box bore and drive shaft for graphite adhesion, excessive wear or scratches.
If needed, increase packing load to maximum per the Packing Adjustment section of this manual.
Replace packing parts and inspect packing box and shaft at next available maintenance interval.
Bonnet Gasket Leakage Verify proper torque on bottom flange studs and nuts in Assembly section of this manual.
Disassemble and inspect sealing surfaces on the bottom flange and valve body for scratches or nicks.
Excessive Ball Seal Leakage
Verify the ball is positioned correctly in the closed position.
Reference the Actuator Adjustments section of this instruction manual.
Disassemble and inspect thrust washer (key 1), drive bearing (key 2), ball (key 8A), bearing follower (key 9),
seal ring (key 25), and special thrust washer (key 28) for excessive wear or scratches.
Other Consult your Emerson sales office.
Actuator Mounting
The open and closed travel stops of the actuator may require adjustment if the bonnettobody or bonnet-to-actuator
joint is loosened. If the actuator is removed for packing replacement, remount the actuator per the this section. If the
bonnettobody or bonnet-to-actuator joint is loosened for any reason, establish the zero position per the Actuator
Adjustments section of this manual.
1. Prior to actuator installation, install shaft key (key 15) on drive shaft key slot.
2. Drive spring pin (key 102) into coupler (key 101).
3. Install coupler (key 101) over drive shaft (key 8), holding shaft key (key 15) in place.
4. Drive spring pin (key 104) into yoke key (key 103).
5. Install yoke key (key 103), with the spring pin (key 104) toward the drive shaft (key 8), onto the coupler (key 101).
This yoke key will need to be held in place while lowering actuator onto shaft.
6. Lower the actuator over the drive shaft (key 8) and onto the bonnet (key 7). Ensure the actuator and bonnet
mounting surfaces remain parallel to prevent binding. A long metal rod or screwdriver can be used to hold the yoke
key (key 103) in place until it is fully seated into actuator.
7. Lubricate with Nuclear Grade anti-seize lubricant (key 36) and install 8 3/410x2.62 hex cap screws (key 18)
finger-tight through the bonnet (key 7) into the actuator. Now rotate the entire actuator counterclockwise (ccw)
as far as the bolted joint will allow. This will bias the actuator slightly, relative to the valve pipe run; this is
acceptable.
Note
Step 7 is essential to ensure the valve is always returned to the same closed position after removing the actuator and replacing the
packing.
8. With the actuator rotated counterclockwise on the bolted joint, tighten the cap screws (key 18) to an initial torque
of 136 N•m (100 lbf•ft) and a final torque of 271 N•m (200 lbf•ft). Tighten the bolted joint using a crisscross
pattern illustrated below in figure 11. Tighten each bolt evenly and in the sequence described.

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Figure 11. Actuator/Bonnet Bolting Sequence
Determination of Ball Closed and Open Position
The purpose of the following procedure is to establish the ‘closed’ and ‘open’ position for the ball/shaft assembly.
Refer to figure 12.
When the valve assembly is put together, the exact position of the ball relative to the seal is not known. A procedure
was developed to locate the closed or 0°position from a nonspecific open starting point which is considered a final ball
position to achieve expected shut-off; however, at this final position, the exact centerline of the ball may or may not be
aligned with the exact centerline of the seal ring/pipeline. The ball is slowly rotated from a general open position into
the seal until a slow, low pressure stream of water flowing through the valve is reduced to near-zero flow
(coarse-adjustment).
The closed, travel stop is then set. This is a starting position considered a point where the ball has rotated far enough
into the seal to close off the flow passage, however, may still allow considerable seat leakage as compared to Class V
shut-off performance. The closed travel stop is then incrementally adjusted to increase torque of the ball into the seal
until Class V shutoff performance is attained (fine-adjustment).
The closed position is then considered final at this point. Once the closed position is established and seat leakage is
acceptable, the ball is then rotated counter-clockwise (CCW) 90°to establish the open position, and the open travel
stop is engaged. The valve assembly ball adjustment is then considered complete.
CAUTION
Dry cycling this valve into the metal seat may damage the ball and seal. Make sure process fluid is in the valve. If the system
pressure can be relieved, then this is preferred.

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1. Open the valve.
CAUTION
Do not over-pressurize the system or allow for a differential pressure greater than 66psi to develop during this procedure
as it could alter the zero positioning of the valve.
Note
There is a linear indicating mark, just above the packing parts, on the drive shaft indicating the sphere-side of the ball.
2. Install a rotary encoder to the shaft or to the top-works of the Bettis actuator to monitor valve rotation.
3. On the Bettis actuator back out the closed travel stop by turning the stop counter-clockwise (CCW) about 5 turns
(refer to figure 13 for location of travel stop). The closed travel stop is located closest to the large air cylinder of the
Bettis actuator.
4. With the valve in the open position, allow water to flow through the valve while limiting the pressure drop across
the valve to about 10-30 psi.
Note
It takes some time for the Bettis actuator and valve assembly to respond to the step inputs of the regulator. The values in the
following procedure are to provide some guidance in finding the seated position. More important than the actual numbers;
however, is the realization of what is trying to be accomplished: the point at which the ball seats properly and the flow begins to
trend towards the shutoff requirement. Refer to the beginning of this section for more background information on this procedure.
If you have any questions, contact your Emerson sales office for assistance.
CAUTION
The following step, if done incorrectly, could severely damage the seal or ball significantly and/or cause undue stress on the
shaft assembly causing damage. Do NOT increase the actuator pressure rapidly.
5. Using a regulator and calibrated gauge capable of supplying 0-100 psig, slowly apply pressure to the Bettis air
cylinder. Monitoring the flow through the valve; when the ball is seated into the seal there will be a step decrease of
flow. The ball should be closed and set into the seal between 44 to 48 psig.
6. To find where this step change occurs (and the 0-degree position), perform the following steps:
a. Once the regulated actuator supply pressure of 42 psig is reached wait 5 minutes then test and observe the leak
rate.
b. If the leak rate is not acceptable, increase the supply pressure by 0.5 psig. Then allow 5 minutes for the system to
stabilize.
c. Test the leak rate again until the step change decreases flow. Record the regulator pressure at which this water
flow step change happened for future reference.