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EPT 09-T-02
August 1998
Scope
This Mobil Engineering Practice Tutorial (EPT) supplements the valve requirements contained in the
MP 16-P-30A (M&R) and MP 16-P-31A (E&P) series by providing tutorial information on valve
selection and applic ation for onshore and offshore production and processing facilities.
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Table of Contents
Scope................................................................................................................................................... 1
1. References.................................................................................................................................. 7
2. Definitions ................................................................................................................................10
3. General ......................................................................................................................................15
4.1. General...........................................................................................................................16
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6. Materials ....................................................................................................................................41
7.1. General...........................................................................................................................47
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1. Introduction ..............................................................................................................................55
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Table of Figures
Figure B–1: Typical Gate Valve................................................................................................. 66
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Table of Tables
Table 1: Commonly Used Body/Bonnet Materials ............................................................... 42
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1. References
The following publications form a part of this Tutorial. Unless otherwise specified herein, use the
latest edition.
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API SPEC 6A Specification for Wellhead and Christmas Tree Equipment Seventeenth
Edition
API SPEC 6D Specification for Pipeline Valves (Gate, Plug, Ball, and Check Valves)
Twenty-First Edition; Supplement 1 - 1996
API SPEC 6FA Specification for Fire Test for Valves Second Edition
API STD 594 Wafer and Wafer-Lug Check Valves Fourth Edition
API STD 598 Valve Inspection and Testing Seventh Edition
API STD 599 Metal Plug Valves - Flanged and Welding Ends Fourth Edition
API STD 600 Steel Gate Valves - Flanged and Butt-Welding Ends, Bolted and Pressure
Seal Bonnets Tenth Edition
API STD 602 Compact Steel Gate Valves - Flanged, Threaded, Welding, and Extended-
Body Ends Sixth Edition
API STD 607 Fire Test for Soft-Seated Quarter-Turn Valves Fourth Edition
API STD 609 Lug- and Wafer-Type Butterfly Valves
ASME B16.33 Manually Operated Metallic Gas Valves for Use in Gas Piping Systems up
to 125 psig (Sizes 1/2 Through 2)
ASME B16.34 Valves - Flanged, Threaded, and Welding End
ASME B16.38 Large Metallic Valves for Gas Distribution (Manually Operated, NPS 2 1/2
to 12, 125 psig Maximum) R(1994)
ASME B16.47 Large Diameter Steel Flanges NPS 26 Through NPS 60
ASME B31.3 Process Piping
ASME B31.4 Liquid Transportation Systems for Hydrocarbons, Liquid Petroleum Gas,
Anhydrous Ammonia, and Alcohols
ASME B31.8 Gas Transmission and Distribution Piping Systems
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NACE MR0175 Sulfide Stress Cracking Resistant Metallic Materials for Oilfield Equipment
2. Definitions
Actuator The mechanical, hydraulic, electric or pneumatic device or mechanism used
to open, position or close a valve.
Angle Valve A variation of the globe valve, in which the end connections are at right
angles to each other, rather than being in line.
Backseat A seat on the bonnet or bonnet bushing which contacts a corresponding
seating surface on the stem of the valve when the stem is fully retracted.
Backface The surface of a flange on a valve that is opposite the gasket face.
Ball The closure member in a ball valve or the closure member in a ball check
valve.
Ball Valve A valve using a spherical closure element (ball) that is rotated through 90
degrees to open and close the valve.
Ball Check Valve A check valve in which the check closure member is a ball.
Bellows Seal Valve A valve with a stem seal using a bellows.
Bidirectional A valve with substantially equivalent flow and shut-off capability in both
Valve directions.
Block and Bleed A valve with two seating surfaces that provide simultaneous blockage of
Valve flow from both valve ends and a means for draining or venting the cavity
between the seating surfaces. This feature may be useful for testing the
integrity of seat seals and providing positive isolation.
Blowdown or A valve used to release the pressurized contents of a pressure vessel or
Blowoff Valve piping system.
Body The principal pressure containing shell of a valve that has ends adapted for
connecting into a piping system.
Body-Bonnet The connection of a valve body to the bonnet. This may be threaded,
Joint union, bolted, welded or pressure seal type or a combination thereof. A
capability for seal welding may be included.
Bonnet The top part of a valve that contains an opening for the stem. It guides the
stem and adapts to extensions, operators, actuators, etc.
Bonnet Bushing An insert in a bonnet that serves as a stem or plug guide and may also
provide a back seat surface.
Bore (or Port) The inside diameter of the smallest opening through a valve (for example,
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the inside diameter of the ball, plug, seat rings, flange, etc.).
Boss A raised area on the surface of a valve body or bonnet, used for making a
connection into the valve cavity.
Butterfly Valve A valve that uses a rotatable disc as a closure member and obstructs flow
when the disc is rotated to block the flow. The valve is available with
various end connections, such as wafer (no flanges), lugged (single flange)
or double flanged.
Buttwelding The ends of a valve that are adapted for welding to the pipe by abutting the
ends and welding within the groove formed between the prepared ends.
Bypass A piping loop provided to permit flow around a valve closure member in its
closed position.
Casting A part formed by pouring molten metal into a mold.
Chainwheel A manual actuator that uses a chain-driven wheel to turn a valve stem,
handwheel or gearing.
Check Valve A one-direction (unidirectional) valve that is opened by the fluid flow in
one direction and that closes automatically when the flow stops or reverses
direction, thus preventing flow in the reverse direction.
Chevron Packing A type of packing consisting of a nest of "V-shaped" cross-sectional rings.
Clapper/Flapper The hinged closure element of a swing check valve.
Closure Member The moveable internal component attached to the valve stem that provides
(Element) variable flow restriction, including shutoff. In specific designs, it may also
be called a disc, wedge, plug, ball or gate.
CRA Corrosion-resistant alloy.
Cold Working The maximum pressure at which a valve is allowed to be used at ambient
Pressure (CWP) temperature.
Control Valve A valve serving as a control element in a system providing means for
varying the flow of the fluid passing through the valve.
Diaphragm Valve A valve containing a diaphragm deformed to permit throttling of fluid flow
by forcing it against a raised section or weir in the body flow passageway to
close off line flow.
Disc The closure member (element) of a gate, globe, check or butterfly valve.
Double Disc A two-piece disc used in a gate valve.
Dual Sealing A valve that uses redundant seat sealing means.
Valve
End Entry Ball A design of ball valve in which the ball and seats are accessible by the
Valve removal of an end piece.
ENP Electroless-nickel plating; a nickel plating process that requires no external
electrical power and is the result of a chemical reaction between the part
and the plating solution.
Expanding Gate A gate valve with flat, finely finished, parallel faces (as opposed to a wedge
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gate) and a mechanism that forces each face into contact with its seat ring in
the closed or open position.
Fabricated Valve A valve in which the body parts are not cast or forged but are formed from
plate or pipe, then welded or bolted together.
Flexible Wedge A gate valve disc that has a solid center but is flexible at the sealing
Disc periphery.
Floating Ball A ball valve with the ball held in position only by the seat rings; the ball is
Valve free to "float" between the seat rings. This type of valve is significantly
impacted by the pressure in the system.
Flow Coefficient A measure of the flow capacity of a valve in fully turbulent flow. In U.S.
(Cv) Customary units, the valve flow coefficient, Cv, is the flow rate in U.S.
gallons per minute of water at 60°F, through the valve at a pressure drop of
1.0 psi.
Four-Way Valve A valve with four ports, arranged to control the direction of fluid flow
through the valve.
Full Bore (Full Describes a valve whose bore/port is nominally equal to the bore of the
Port) connecting pipe.
Gate The closure member of a gate valve.
Gate Valve A valve with a straight through pattern whose closure element is a gate,
wedge, disc, double disc or parallel sided slab. The closure element is
situated between two fixed seating surfaces, with means to move it in and
out of the flowstream in a direction perpendicular to the pipe axis.
Gland See Packing Gland.
Globe Valve A valve whose closure member is a flat disc or conical plug, sealing on a
seat, which is usually parallel to the flow axis. The winding flow path
produces a relatively high-pressure loss.
Handwheel A rimmed component designed to facilitate manual actuation of a valve.
Hardfacing A surface preparation in which an alloy is deposited on a metal surface,
usually by weld overlay, to increase abrasion and/or corrosion resistance.
High-Performance A butterfly valve of rugged construction (as opposed to rubber-lines
Butterfly Valve butterfly valves), with the shaft and/or disc offset in one, two or three
directions to enhance the valve's shut-off capabilities. Also referred to as
Category B valves in API STD 609.
Injection Lines All piping from the pump or compressor final discharge block valve to the
injection wellhead.
ISRS A valve whose stem threads are inside the valve body and exposed to the
line fluid.
Metal-Seated The seal produced by metal-to-metal contact between the sealing faces of
the seat ring and the closure element, without the benefit of a synthetic seal
(e.g. PTFE, Viton, etc).
Mill Certificates Certificates provided by the manufacturing steel mill that indicate the
(Mill Test chemical composition and physical properties of a specific batch (pour) of
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Reports) steel.
Needle Valve A type of small valve used for metering flows, with a tapered needlepoint
plug or closure element and a seat with a small orifice.
Non-Rising Stem A gate valve having its stem threaded into the gate. As the stem turns, the
gate moves, but the stem does not rise. Stem threads are exposed to the line
fluid.
OS&Y (Outside A valve in which the line fluid does not come in contact with the stem
Screw and Yoke) threads. The stem sealing element is between the valve body and the stem
threads.
Packing The deformable sealing material inserted into a valve stem stuffing box,
which when compressed by a gland, provides a tight seal around the stem.
Pipeline or A pipe installed for the purpose of transmitting a fluid from a source or
Transmission Line sources of supply to one or more distribution centers or a pipe installed to
interconnect sources of valve whose closure element is usually a tapered
plug having a rectangular port; the plug is rotated through 90 degrees to
open or close the valve.
Plug Valve A quarter-turn valve where the closure element is a slightly tapered or
cylindrical plug, usually with a trapezoidal, rectangular or round port.
Some plug valves use sealant distributed about the plug-body interface for
sealing, others may use non-metallic liners.
Regular Port A term usually applied to ball or plug valves. The "regular" port of such
valves is smaller than the bore of the connecting pipe. In ball valves, this
port is customarily reduced one line size from the connecting pipe. In plug
valves, the port can vary from 40 to 100 percent of the line size open area.
Regulating Valve A term used to describe valves that throttle (regulate) flow, such as globe
and needle valves.
Quarter Turn A term used to describe a valve whose closure rotates 90 degrees to open
and/or close, as opposed to a valve whose closure element moves
perpendicular to the line.
Resilient Seat A valve seat containing a soft seal, such as a nylon or PTFE insert or a non-
metallic O-ring.
Rising Stem A valve stem that moves into and out of the valve when the valve is
actuated.
Seat (or Seat That part of a valve against which the closure element (gate, ball, plug, disc,
Ring) etc) presses to effect a shut-off.
Slab Gate A gate with flat, finely finished, parallel faces, as opposed to a wedge gate.
Such a closure element slides across the seats and depends on line pressure
rather than on stem force to achieve tight shut-off.
Sour Service A fluid service containing water as a liquid and hydrogen sulfide exceeding
the limits defined in NACE MR0175. This type of fluid service may cause
stress corrosion cracking (SCC) of susceptible materials.
Stop Check Valve A check valve in which the closure member can be mechanically closed.
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Stuffing Box The annular chamber provided around a valve stem; the part of a sealing
system into which deformable packing is introduced.
Swing Check A check valve in which the closure member is mounted so that it swings
Valve away from the seat.
Three-Way Valve A valve with three ports, arranged to control the direction of fluid flow
through the valve and connected piping system.
Throttling The changing of valve position (flow resistance) for process control, for
example to achieve a desired flow rate, pressured, pressure drop or liquid
level.
Through-Conduit An expression characterizing valves where, in the open position, the bore
presents a smooth, uninterrupted interior surface across the seat rings and
through the valve bore, thus affording minimal pressure drop. There are no
areas that can accumulate debris that might impede pipeline cleaning
equipment or restrict the valve's motion.
Tilting Disc Check A check valve in which the closure member pivots, but not entirely, out of
Valve the flow passage.
Trim The components of a valve that are not integral with the body and that are
in contact with the process fluid. Usually refers to the stem, closure
member and seating surfaces.
Trunnion The part of a ball valve that holds the ball on a fixed vertical axis and about
which the ball turns.
Trunnion Ball A ball valve with the ball supported by two bearings (trunnions) in the
Valve valve body.
Unidirectional A valve designed for sealing in one direction only.
Valve
Wafer Valve A valve designed to be installed between flanges, with a short face-to-face
dimension in relation to the pipe diameter.
Waterhammer The pressure surge resulting from a rapid change in liquid flow velocity, as
when a pipeline valve is closed. Severe vibration and a hammering noise
are associated with this phenomenon; damage to the piping system
(including supports) can result.
Wedge A gate valve closure member with inclined surfaces that mechanic ally
forces sealing contact between the gate or disc(s) and seats.
Wedge Gate A gate whose seating surfaces are inclined to the direction of closing thrust,
so that mechanical force on the stem produces tight contact with the
inclined seat rings. The gate may be solid or have a groove designed in for
flexibility (to account for thermal expansion and/or pressure thrust).
Y-Type Valve A modified globe valve in which the seat and bonnet are at an angle other
than 90 degrees to the flow passage.
Yoke The part of a gate valve that serves as a spacer between the bonnet and the
handwheel/operator.
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3. General
Valve selection and application for onshore and offshore production and processing facilities shall be
in accordance with requirements of this EPT, unless superceded by more stringent local regulations.
All valves have pressure-temperature (P-T) ratings. This means that for any given temperature, the
valve has a maximum pressure to which it can be exposed. Pressure ratings are expressed in PN (SI
metric) or Class (U.S. customary units).
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Provided pressure drop considerations are not critical, the use of reduced port valves shall be
maximized wherever possible, especially offshore, to reduce weight and cost. Valves for use in lines
subject to pigging shall be full bore.
All valves shall be marked in accordance with the requirements of the applicable specification.
Markings shall not be less than those specified in MSS SP-25.
4.1. General
Valves control fluids in piping in three ways:
• Gate
• Ball
• Plug
• Butterfly
• Globe
• Check
• Fluid-flow passageway
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• Packing gland for sealing the opening(s) through which operating parts
pass through the pressure boundary wall
• Seats and seating surfaces for sealing the passageway
• Bonnet, cap or tailpiece for assembling and disassembling the valve
All NPS 3/4 and larger gate valves shall be the OS&Y type.
• All wedge style gate valves are normally supplied as metal seated, with
various metallurgies available for different services. Metal seating is
essential in dirty services, where the seat sealing surfaces, as well as the
gate, may be hardfaced.
• Wedge type gate valves shall be selected based on one of the following
design standards: API STD 600, API STD 602, ASME B16.34 or API
SPEC 6D. If valves only conform to ASME B16.34, they shall be tested
in accordance with one of the API standards, because ASME B16.34 has
no leakage criteria.
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• Is not suitable for slurry applications, because the seats are exposed to
the flowing medium
• Is not easy to automate
• Inline repair to the valve/seats is difficult
• Of these, the slab type is normally used, with the expanding type selected
for critical shutoff applications and for double block and bleed isolation.
If the expanding-type valve is used in liquid service, it shall be provided
with an external means of cavity pressure relief. Slab type valves do not
normally need external cavity pressure relief, provided the valve seats
are pressure energized and not fixed.
• Through-conduit style gate valves may be supplied with resilient seats or
metal seats. Resilient seated gate valves are often used in double block
and bleed applications where tight shutoff is required. Resilient seats are
less likely to be damaged in through-conduit type valves, as opposed to
wedge gates, because they are protected in both the open and closed
positions.
• Through-conduit gate valves shall be in accordance with API SPEC 6D
or API SPEC 6A for wellhead valves.
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Ball valves are suited to both liquid and gas services and provide a compact means of
isolation. They are also used where relative quick shut-off is required. However, their
reliability in dirty liquid service is generally inferior to that of metal seated valves, such as
gate and plug valves. Therefore, resilient seated ball valves are not recommended for
dirty services.
All ball valves for use in liquid hydrocarbon service shall be designed so that liquid
trapped in the valve cavity will not overpressure the valve as the liquid heats up. This is
usually accomplished by having self-relieving seats or by providing some means for
relieving the cavity pressure, such as a hole behind the seat, hole in ball, etc. All ball
valves in hydrocarbon service shall be of a fire safe design. Fire safe designs have been
tested with liquid in the valve cavity, which provides a good test of the valve's cavity
relief feature.
• For Class 600 and higher, all ball valves shall be trunnion type.
Metal seated ball valves are gaining in popularity, but are still relatively
expensive, compared to resilient seated ball valves. Some specialty metal
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seated designs are available that can provide "bubble tight" shut-off at high
pressures.
The various types fall into two main groups, based on flow pattern through the valve.
• The normal choice of dual plate check or swing check provide straight-through flow
with minimal pressure drop.
• Alternatively, ball and piston check valves are usually offered in a globe type body,
which introduces a higher pressure drop.
Check valves shall not be used in lines where the normal flow is vertically downward.
Valves for use where "non-slam" characteristics are required shall be given special
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consideration (see axial flow type and dual-plated type). Check valves in lines that will be
pigged also require special checks.
4.4.1.2. Sizes
Forged swing check valves are available in sizes NPS 1 /2–2. These valves are
generally more reliable than piston and ball checks in these sizes, although
piston checks are more commonly used in these sizes because of their
slightly lower costs.
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• The disc may flutter or slam shut frequently at low flow rates.
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• All piston check valves shall have a spring load piston so it can be used
in both the vertical (upward flow) and horizontal lines. Unless specified,
some manufacturers will supply piston checks without springs.
• Spring loaded piston check valves are the preferred type for reciprocating
pump and compressor service for lines NPS 1 /2–2.
• Y-pattern piston checks provide a smoother flow pattern and lower
pressure drop.
• Both piston and ball checks shall not be used in applications where scale,
rust and other solid particles are present. Swing check valves are more
tolerant for applications of this nature.
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flowpath between the valve inner-body and outer-body. The valve shall be
carefully designed and sized for the expected flow conditions.
This type of valve is generally only used where a non-slam check valve is
required, such as pipelines, discharge lines for large pumps, liquid loading
lines, etc.
• This valve differs from a gate valve in that the disc moves directly away from, not
across, the seat when it is opened. This requires that the seat be concentric with the
stem, which places it at right angles to the flowpath. Thus, the flowstream shall make
two right-angles turns, which generates a pressure drop much higher than that
produced by a gate valve. Because the flow area changes linearly with the stem
movement, this valve is ideal for control applications.
• Different shaped discs can produce different control characteristics.
− The most common disc is the plug type with a conical seating surface.
− The ball type disc with a spherical seating surface is used for handling viscous
fluids; it is slightly less likely to bind in the seat.
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− The V-port disc gives very fine control at low flow rates. Smaller seat diameters
provide fine throttling at low flow rates.
• The globe valve can seat tighter under average operating conditions than can a gate
valve. This is possible because the force applied to the stem is transmitted directly as
a seating force, rather than as the wedging action in a gate valve.
• Using manual type control valves as bypasses around conventional control valves is a
typical application. Use of globe valves is generally restricted to sizes NPS 6 and
smaller. For larger sizes, a gate valve is recommended because of price and
availability.
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Plug valves are available in either a lubricated or nonlubricated design, a variety of port
openings and several plug designs. When used, plug valves shall comply with ASME
B16.34, API STD 599, API SPEC 6D or API SPEC 6A.
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• Wedge type plug valves do not require lubrication and use O-rings for
sealing both the upstream and downstream seats. This type of valve is
designed for double block and bleed service, thus eliminating the need
for two valves with a bleed valve between them. In liquid service, the
valve shall be provided with a means to relieve cavity pressure in the
closed position, since the seats seal the body cavity in both the open and
closed position.
• The "rubber lined" type has been used in water services for more than 50 years. It is
this type that has given butterfly valves a bad name with many users. This type is
cheap and readily available, but usually provides a tight shutoff for only a short period
of time. In API STD 609, the rubber-lined butterfly valve is called Category A type.
• The second type of butterfly valve became popular in the early 1970's and it was
referred to as a "high-performance" butterfly valve. This type of valve is referred to
as Category B type in API STD 609. However, users had leakage problems with most
early types of this valve, so they found out that many "high performance" butterfly
valves were not truly high performance.
In recent years, butterfly valves with a triple offset disc and a laminated seat consisting of
graphoil "sandwiched" between stainless steel rings have proved to be the first truly "high
performance" butterfly valves. The seat is referred to as a "flexible metal" seat and zero
leakage rates are possible with this type of seat design.
• Mobil has successfully used this type of valve in a wide range of applications, such as
− General hydrocarbon service
− Steam service
− Cryogenic service
− Steam jacketed valves in liquid sulfur service
• Since the valve has no elastomers, it has been used at temperatures as high as 430°C,
(800°F) and as low as -196°C (-320°F). Several companies manufacturer this type of
valve, such Adams, Vanessa and Orbit.
• This ty pe of valve is available with end flanges, rather than the "wafer" type.
Generally, the valve is available in two face-to-face dimensions. One is a short
pattern, based on an ISO standard and the other is a long pattern, which has the same
face-to-face as gate valves.
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have been proved fire safe to one of the following fire test standards;
API STD 607, API SPEC 6FA or BS 6755-2.
• For applications where a positive shutoff in required, the triple offset disc
type, with a laminated seat design, is recommended. With proper
material selection, this type will provide tight shutoff, with minimum
maintenance.
• The rubber-lined butterfly valves shall only be used where tight shutoff
is not required and where frequent maintenance of valves is acceptable.
• Use of hub (grayloc type) connectors will greatly reduce the weight and
space of plug valves, especially for higher pressure classes and larger
sizes.
• Plug valves do require periodic lubrication, but this can be a plus,
because valves that have developed leaks can usually be made leak tight
again by lubricating them.
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• Additionally, since the valve has resilient seats, it does not perform well
if there is any sand/scale other solids in the fluid. In solids -free gas and
liquid service, it has performed well, unless the seats are damaged during
start-up by debris left in the piping system.
• Manufacturers of this type of valve that are used most often include
Grove, Pibivisse and PBV-USA.
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− Globe
− Ball
− Butterfly
− Check
In sizes larger than NPS 24, butterfly valves are the most commonly used
type for block valve service. Type 304 or 316 stainless steel is the most
commonly used material.
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• NDE recommendations for cold service valves are listed in Section 7.2 of
this Tutorial.
• A drip ring is recommended for all insulated valves NPS 2 and larger.
For valves that are unidirectional, attach a metal tag marked "Vent Hole
Side" to the drip ring so that it will be visible after the valve is insulated.
The drip ring shall be attached to the shaft extension tubing by a
continuous weld, and shall be located outside of the insulation.
• Use of live loaded (Belleville spring washers) packing is recommended
for gate valves NPS 3 and larger. Use of bellows seal valves is not
recommended. Packing shall be flexible graphite and shall be in
accordance with Section 5.4 of this Tutorial.
• Pressure tests and low temperature tests shall be in accordance with
Sections 7.3 and 7.4 of this Tutorial. Pressure test procedures shall
ensure that no moisture remains in the valve. Packing/shipping
procedures shall protect the valve from ingress of moisture. End covers
shall have rubber gaskets and shall be secured with a minimum of four
bolts. Covers shall remain in the valve until installation.
• All unidirectional valves shall be tagged with a permanently attached
stainless steel metal tag. The tag shall be marked "Vent Hole Side" to
inform construction personnel of the correct valve orientation. NPS 3
and larger valves shall have the tag attache d to the drip ring. Check
valves shall have a flow arrow cast into the body, in addition to a
marked, permanently attached metal tag.
• Valves with extended bonnets in liquid service shall be installed with the
stems in a vertical position. The extension is intended to provide a vapor
area that will protect the packing area from freezing temperatures.
Valves in liquid service may be provided with the valve stem at or above
45 degrees above the horizontal position, if the valve manufacturer is so
notified, and the extension length is sized for the intended position.
• Special attention to piping layout is required for valves in cold service.
For example, valves with extended bonnets cannot be installed in vertical
lines because that would require the valve stem to be horizontal. Flanged
joints shall not have excessive bending loads that may cause the joints to
leak. Supports shall be designed so that support points will not have
excessive loads, and so piping will not lift off the support in cold
conditions. A computer stress analysis is recommended for cryogenic
lines.
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• Welded-on flanges are not recommended for anything other than fabricated valves.
When they are used, weld neck type flanges are required.
• Flange dimensions shall be in accordance with the appropriate design standard.
• The finish on the gasket surface shall be in accordance with the applicable ASME
flange standard, which is in the range of 125–250 microinches Root Mean Square
(RMS).
Valves that are unidirectional, such as check valves, or those with a preferred sealing
direction, such as Orbit valves, shall have a directional arrow integral with the body.
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• Body connections required on low alloy valves (11 /4 Cr, 5 Cr, etc.) shall
be welded in and post weld heat treated (PWHT) by the manufacturer. In
addition, care shall be taken to protect these connections from damage
during shipment.
Generally, ball valves are provided with self-relieving seats, which releases
the cavity pressure into the valve bore. However, on valves with fixed seats
(for example, expanding gate valves and seat supported ball valves), an
alternative method, such as a relief valve, is necessary.
If valves are in gas service only, then cavity relief is not required.
• Stud bolts shall be used for bonnet bolting for sizes NPS 2 and larger.
• Hex-headed bolts (not cap screws) may be used on smaller sizes.
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Certain valves, using a single seat, can provide double block and bleed (DBB) capability.
Some of these, such as the Orbit valve, are susceptible to block in service because of the
small bleed hole(s). Only valves whose DBB design accommodates the potential for
blockage shall be used in dirty services.
Use of metal seated ball valves shall be limited to dirty services or to critical
applications where a long service life is required.
• For large valves or high pressure classes, the choice of ball material is
critical if ball distortion is to be minimized.
• Generally, balls made from lower strength materials, i.e. 316 stainless
steel, may not have adequate strength when used in large valves or high
pressures.
• Care shall also be taken in high temperature applications to consider the
effects of differential thermal expansion and potential distortion and/or
binding.
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Use of any type of resilient (or soft non-metallic) seat shall be limited to
clean service.
• The seat material shall be compatible with the intended service medium
and temperature.
• Seat design shall ensure that extrusion or pullout of resilient seat inserts
is not possible.
• On large ball valves, resilient seat width shall be the minimum necessary
to give adequate shear strength, in order to minimize valve operating
torque.
• Fire safe valves shall have a backup metal-to-metal seating capability in
the event the resilient seat is destroyed.
Pipeline and other E&P valves fitted with pressure-energized seats that need
to have additional sealing performance in one direction, can be fitted with a
reverse- or double-acting seat in place on one of the normal seats. A reverse-
acting seat shall only be specified where a unidirectional valve is acceptable.
Double-acting seats on ball valves are frequently used in E&P applications.
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it shall be able to accommodate five rings of packing. Any excess depth shall be
taken up using a spacer of appropriate material. In some applications, the stuffing box
may require a lantern ring or other feature so sealant material can be injected in the
event of stem leakage.
• Valves requiring seat pocket overlay (Section 5.3 of this Tutorial) shall also have the
stem sealing area of the body overlaid with the same corrosion resistant alloy.
• The surface finish on stems through the packing area shall be 32 microinches RMS or
smoother. Also the stem runout/taper in the area contacting the packing shall not
exceed 0.08 mm (0.003 in) through the full travel distance.
5.4.1. Seals
• O-rings seals shall not be used on rising stem valves.
• All stem seals on rising stem valves, except those on valves fitted with
backseats, shall be provided with a grease/sealant injection capability.
• Use of bellows seal valves is generally not recommended, because of
their higher costs and higher torque requirements. The graphitic packing
described below has been found to adequately address stem leakage.
Bellows seal valves may be considered as alternatives for rising stem
valves in services where absolutely no stem leakage is allowed.
5.4.2. Packing
• For valves using packing rings, the preferred stem packing material for
most services is flexible graphite. This packing shall meet the following
specifications:
− The material shall be a minimum of 95 percent pure carbon.
− No binders, lubricants or similar additives are allowed.
− The packing shall incorporate an approved corrosion inhibitor.
− Die formed rings to a density of 1120–1280 kg/m3 (70–80 lb/ft3 )
shall be used.
• In most applications, a stack of five packing rings is sufficient, consisting
of three inner rings of die-formed flexible graphite and end rings of
braided graphite to serve as anti-extrusion rings.
• Teflon packing may be used in low temperature utility services (air,
water, nitrogen, steam), but it is not recommended for hydrocarbon
services, due to its deterioration at higher temperatures, particularly in
fire situations. Note that Teflon packing is often supplied as the standard
packing in stainless and other high alloy valves. Teflon packing shall
never be used in high temperature (greater that 205°C [400°F]) services.
• Pipeline valves typically use chevron, "T" or "U" type pressure activated
packing. The preferred material for these is Viton, provided the
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All manually operated valves shall be provided complete with handle/handwheel. The
maximum lever length shall be 500 mm (20 in) for hand operated valves. For valves with
handwheel, the handwheel diameter shall not exceed the valve face-to-face dimensions.
Gear operators shall be heavy-duty type and shall be completely housed in a weatherproof
enclosure. Provide gear operators for the following NPS and larger size valves:
6. Materials
This Section addresses some of the more fundamental factors affecting valve material selection for
body, trim and seats. Wherever possible, material selection shall be confirmed by a Mobil
Materials/Corrosion Engineer. Valves for sour service shall comply with NACE MR0175 and the
recommendations in EPT 08-T-03.
Some of the commonly used body/bonnet materials are listed in the table below.
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Valve Materials
NOTES:
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1. The minimum temperatures shown are for valves with cast or forged bodies. For minimum
temperature of valves fabricated from plate, refer to Appendix A in ASME B31.3.
2. 316 stainless steel valves are commonly used in 304 stainless steel piping system, because they
are generally more readily available and cost no more than 304 SS valves.
• In the case of expensive material, such as Incoloy 825, consideration shall be given to
using internally clad carbon steel valves, especially in sizes NPS 6 and larger. Clad
carbon steel valves might also be considered as alternatives to other alloys.
• For fabricated valves and other valves requiring weld repair, the need for PWHT shall
be confirmed with a materials/corrosion engineer. In addition, all welds on valves in
sour service shall meet the requirements of NACE MR0175.
• For wedge style gate and globe valves in sweet hydrocarbon service or utility service,
13 Cr trim is preferred. For example, use Trim No. 1 or 8 for API STD 600 and API
STD 602 valves. When 13 Cr trim is required, the "free-machining" grades (e.g. type
416 SS) shall not be used, due to their susceptibility to cracking in H2 S environments.
• For subsea valve applications, when long delays are expected between hydrotest and
commissioning, consideration shall be given to the potential for galvanic corrosion
induced by seawater in contact with dissimilar metals.
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• Metal seats that are not integral with the body shall be made from solid alloy material.
Coated or plated carbon steel seat rings are not recommended except in pipeline
applications in conjunction with resilient seats.
• For API STD 600 valves with metal seat rings that are seal welded into the body,
manufacturers typically use carbon steel seat rings with a hardfacing (weld applied)
applied to the sealing surface of the seat ring. This is permissible and is in compliance
with API STD 600.
• When required, the minimum finished thickness of hard-faced weld overlay shall be
1.5 mm (1 /16 in).
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The entire closure member shall be coated to avoid undermining the coating edges.
Valves such as Orbit ball valves, which have the sealing area coated with a layer of weld
applies CRA material, are an exception. All coatings shall be sufficient to account for
expected wear during the life of the valve.
Elastomers are commonly used as O-ring seals at stems and/or behind floating seats or as
body seals in end entry valves. The secondary components in a hydrocarbon stream are
usually the things that complicate material selection. These are components like H2 S,
CO2, chlorides in water, amine (as used in corrosion inhibitors), methanol or glycol (as
used in hydrate inhibitors), etc. Sulfide compounds associated with H2 S can cause
elastomer embrittlement. CO2 can cause explosive decompression in high pressure gas
service. Amines can cause excessive swelling and methanol can act as a solvent.
6.9.1. Nylon
Nylon is a commonly used seating material for E&P applications. It is a
harder material than Teflon and is more resistant to solids in the hydrocarbon
stream. Nylon shall be limited to a maximum temperature of 121°C (250°F).
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6.9.4. PEEK
PEEK is a high temperature material that can be used up to 230°C (450°F).
It has a high coefficient of friction, so the operating torques will be high for
PEEK seats.
6.9.5. Buna-N
Buna-N (Peroxide cured) is a commonly used elastomer. The curing process
enhances its high-temperature properties and resistance to explosive
decompression. The Shore Hardness of Buna-N shall be 70 or harder.
6.9.6. EPDM
EPDM is an ethylene-propylene compound that has good resistance to
hydrocarbon fluids. It is susceptible to explosive decompression and has a
tendency to swell in liquid hydrocarbon streams.
6.9.7. TFE/P
TFE/P is the generic name of Aflas and is sometimes referred to as "Teflon-
Propylene." This material has been used successfully as an O-ring material,
but it has the same limitations as EPDM listed above.
6.9.8. Chemraz
Chemraz has been used as an O-ring material. It's temperature limitations
and compatibility with the process fluids shall be checked when specifying
this material for a particular service.
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6.9.9. Kalrez
Kalrez is a very expensive proprietary material manufactured by Dont. It is
an excellent material, but Mobil has little experience with it because other
materials have been found to be more cost effective.
7.1. General
Valves shall be inspected and tested in accordance with their referenced design
specification and any additional requirements listed in the project specifications and MP
16-P-30A (M&R) or MP 16-P-31A (E&P) series. When valves are purchased from Mobil
approved manufacturers, additional inspection and/or testing is usually not required,
unless Mobil has experienced problems with the particular manufacturer.
However, in severe services and/or critical applications, additional steps shall be taken to
ensure integrity and quality of the valves to be used. Some examples of where additional
inspection is recommended are:
• HF acid service
• Cryogenic service
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• New patterns
• Revised patterns
• Re-rigged patterns
• Changes in processing, such as core making, sand control and melt
practice
• Pattern is sent to another foundry
• Rejection of a sample
• When sample inspection is carried out, the lot shall only be accepted if
all items of the sample meet the acceptance criteria.
• If any of the inspected items is found unacceptable, an additional sample
shall be inspected. If the additionally inspected items are acceptable, the
total lot shall be accepted with the exception of the rejected item(s) found
in the initial sample.
• However, if any of the additionally inspected items fail to meet the
requirements, a 100 percent inspection of the total lot shall be carried
out.
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• Forged valves generally do not require any NDE, unless it is specified in the valve
standard or in the valve specifications. For special applications or for alloy valves,
random examination of all accessible surfaces of the body and bonnet may need to be
performed.
• It is recommended that all welds in valves fabricated from plate be examined if the
valve will be in hydrocarbon or chemical service. The examination shall include
radiographic examination (RT) of welds. All plate used for pressure containing parts
shall be inspected for laminations using MP or PT, as applicable. The mill certificates
(certs) for the pipe and plate used in the fabrication of valves shall be reviewed for
compliance with specifications.
• The welding ends of buttweld valves shall be inspected for laminations using MP or
PT, as applicable.
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Valves conforming to ASME B16.34 shall have seat leakage tests performed in
accordance with either API STD 598 or API SPEC 6D. (ASME B16.34 does not list any
seat leakage criteria.)
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8. Valve Standards
• Structural grades of steel (e.g., ASTM A36/A36M) shall not be used for any pressure
containing parts.
• No flanges shall be made from plate.
• O-ring stem seals shall not be used on rising stem valves.
• Body wall thickness shall be in accordance with ASME B16.34, as a minimum.
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where it is available (generally NPS 12 and larger). For smaller sizes, wafer valves with
through-drilled lugs shall be specified.
Body and plate material may be the same, unless serious corrosion or erosion problems
are expected, in which case reference to Table 4 in API STD 594 shall be made. Use of
the retainerless design is recommended for hydrocarbon and chemical services.
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− MSS SP-42
− MSS SP-45
− MSS SP-53
− MSS SP-54
− MSS SP-55
− MSS SP-61
− MSS SP-70
− MSS SP-71
− MSS SP-91
− MSS SP-92
− MSS SP-93
− MSS SP-94
− MSS SP-96
− MSS SP-99
• Valves removed from service at Mobil facilities may be reconditioned and reused,
provided the reconditioning is done by Mobil-approved valve repair facilities in
accordance with Mobil's "Specification for Valve Reconditioning." This document
was prepared in 1996 as part of a program to reduce valving costs. At that time,
Mobil evaluated various valve repair facilities and selected certain quality facilities
near various Mobil facilities. Valves reconditioned as part of that program ma y be
used as if they are new valves.
• Valves that have been reconditioned following service at a non-Mobil facility are not
recommended for use in Mobil facilities. These valves are normally unacceptable due
to the uncertainty over the previous service conditions of the valve. If Mobil
personnel can verify the previous service conditions and repairs are made by Mobil
approved repair shops, these valves may be considered for usage.
• Valves removed from Mobil facilities and reconditioned by the original manufacturer
or at a repair facility authorized by the original manufacturer are suitable for reuse in
Mobil facilities.
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• All reconditioned valves shall be pressure tested as if new, in accordance with Mobil's
reconditioning specification mentioned above. A copy of this specification can be
obtained by contacting one of Mobil piping specialists.
• The valves are retested in accordance with the API STD 598 or API SPEC 6D.
• The original documentation for the valves is available.
© Mobil Oil,1998 54 of 72
Appendix A: Selection of Valve T ype
1. Introduction
The selection of an appropriate valve type for a particular service or application depends on a
multitude of different parameters, such as flow characteristics, weight, operability, etc. The following
charts are provided to assist the specifying engineer in evaluating the various types of valves. No
chart is provided for regulating valves; these can be selected based on the size that is required.
The charts rate the various valve types according to the different characteristics that are applicable to
the category. For example, plug valves are rated excellent in providing tight closure, but are rated
"Poor" with respect to pressure drop. However, there are exceptions if one considers special designs,
since some plug valves are now available with full circular bores. Not every characteristic is
considered; only those usually required in a category and which allow a common basis for
comparison.
To use the charts, the specifying engineer shall first identify the basis valve category (i.e. isolation or
check) and then go to the appropriate chart. Using the characteristics that are important for the
service/application in question, the engineer can develop an overall rating for a particular valve type.
• Note that engineering judgement will often be required to weight the relative importance of the
individual characteristics.
• The overall rating shall allow the engineer to choose the optimum valve type. In many instances,
the overall ratings of several types will be close, making the optimum choice difficult to
determine. In these cases, the choice may be based on considerations outside the charts (e.g., past
experience, price, availability, etc.).
• Information on price and availability can be obtained generating purchase descriptions from this
document or the MP 16-P-30A or MP 16-P-31A series and obtaining quotations from the
manufacturers of each type of valve. Whatever the case, engineering judgement will be required.
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EX S W
Piggability E E P* E P P P
Quick Shut-off P P P G G E E
Low Pressure Drop E E E E/G P* G G
Size (Compactness) P P G E G E E
Weight P P G G G/P E E
In-line Maintenance E E G P* E P P
Tight Closure E G G G E G/P E
Resistance to Solids E E G/P P G P* G
Ease of Automating G/P G/P G/P E E/G E E
Comparable Cost P G/P G/P P/G P E G
EX = Expanding Gate E = Excellent Rating
S = Slab Gate G = Good Rating
W = Wedge Gate P = Poor Rating
* Some designs are available that exceed the general rating.
** Triple offset, flexible metal seat type, such as Vanessa and Adams.
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1. In corrosive services, consideration shall be given to overlaying critical areas in the valve, such as
seat pockets and stem seal area.
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2. Where the service is erosive (e.g. presence of solids), harder seating areas (i.e. seat rings and
closure elements) and/or hardfacing overlay shall be used.
3. Where CO 2 is present, elastomer selection shall consider the possibility of explosive
decompression for pressure Class 900 and higher. Additionally, in glycol/methanol services or
where amine -based corrosion inhibitors are used, the compatibility of the elastometric material to
the service (or inhibitor) shall be confirmed.
1. In corrosive services, consideration shall be given to overlaying critical areas in the valve, such as
seat pockets and stem seal area.
2. Where the service is erosive (e.g. presence of solids), harder seating areas (i.e. seat rings and
closure elements) and/or hardfacing overlay shall be used.
3. Where CO 2 is present, elastomer selection shall consider the possibility of explosive
decompression for pressure Class 900 and higher. Additionally, in glycol/methanol services or
where amine -based corrosion inhibitors are used, the compatibility of the elastometric material to
the service (or inhibitor) shall be confirmed.
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4. The use of 300 series stainless steels at temperatures above 66°C (150°F) shall be evaluated by a
materials/corrosion engineer.
1. In corrosive services, consideration shall be given to overlaying critical areas in the valve, such as
seat pockets and stem seal area.
2. Where the service is erosive (e.g. presence of solids), harder seating areas (i.e. seat rings and
closure elements) and/or hardfacing overlay shall be used.
3. Where CO 2 is present, elastomer selection shall consider the possibility of explosive
decompression for pressure Class 900 and higher. Additionally, in glycol/methanol servic es or
where amine -based corrosion inhibitors are used, the compatibility of the elastometric material to
the service (or inhibitor) shall be confirmed.
4. The use of 300 series stainless steels at temperatures above 66°C (150°F) shall be evaluated by a
materials/corrosion engineer.
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1. In corrosive services, consideration shall be given to overlaying critical areas in the valve, such as
seat pockets and stem seal area.
2. Where the service is erosive (e.g. presence of solids), harder seating areas (i.e. seat rings and
closure elements) and/or hardfacing overlay shall be used.
3. Where CO 2 is present, elastomer selection shall consider the possibility of explosive
decompression for pressure Class 900 and higher. Additionally, in glycol/methanol services or
where amine -based corrosion inhibitors are used, the compatibility of the elastometric material to
the service (or inhibitor) shall be confirmed.
4. The use of 300 series stainless steels at temperatures above 66°C (150°F) shall be evaluated by a
materials/corrosion engineer.
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1. In corrosive services, consideration shall be given to overlaying critical areas in the valve, such as
seat pockets and stem seal area.
2. Where the service is erosive (e.g. presence of solids), harder seating areas (i.e. seat rings and
closure elements) and/or hardfacing overlay shall be used.
3. Where CO 2 is present, elastomer sele ction shall consider the possibility of explosive
decompression for pressure Class 900 and higher. Additionally, in glycol/methanol services or
where amine -based corrosion inhibitors are used, the compatibility of the elastometric material to
the service (or inhibitor) shall be confirmed.
4. Electroless-nickel plated coatings often fail after continuous long immersion in salt water. Their
uses shall be limited to the less severe services (neutral pH's and temperatures <93°C [200°F]) or
to locations/services where successful use has been documented.
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1. In corrosive services, consideration shall be given to overlaying critical areas in the valve, such as
seat pockets and stem seal area.
2. Where the service is erosive (e.g. presence of solids), harder seating areas (i.e. seat rings and
closure elements) and/or hardfacing overlay shall be used.
3. Where CO 2 is present, elastomer selection shall consider the possibility of explosive
decompression for pressure Class 900 and higher. Additionally, in glycol/methanol services or
where amine -based corrosion inhibitors are used, the compatibility of the elastometric material to
the service (or inhibitor) shall be confirmed.
4. Produced brine shall be kept deaerated as a general rule. Aeration increases the corrosion rate of
the water and impedes the performance of corrosion inhibitors. It will cause formation of
elemental sulfur in a sour water, which in turn can cause pitting in a number of alloys on this list.
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1. Where the service is erosive (e.g. presence of solids), harder seating areas (i.e. seat rings and
closure elements) and/or hardfacing overlay shall be used.
2. Where CO 2 is present, elastomer selection shall consider the possibility of explosive
decompression. Additionally, in glycol/methanol services, or where amine-based corrosion
inhibitors are used, the compatibility of the elastomeric material to the service (or inhibitor) shall
be confirmed.
Component Liquid
Body and Bonnet 304
316
Closure Elements 304
(ball, disc, gate, etc.) 316
Metallic Seats/Seat Rings 304
316
Resilient Seats Teflon
Nylon
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Component Liquid
Stem 304
316
Springs 303
3
Elastomers Buna-N
Viton
Packing Teflon
Graphite
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Appendix B: Figures of Typical Valve Types
Figures B–1 through B–11 depict the typical types of valves described in the text of this EPT. These figures
are intended to provide the user with some of the design features generally associated with the various valve
types. Numerous design alternatives/enhancements are available that could be applicable to the user's specific
service conditions. The user is urged to contact a Mobil valve specialist for assistance in evaluating the valve
alternatives for his particular application.
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