high-performance butterfly valvevalveproducts.metso.com/documents/neles/imos/en/2bax70en.pdf2 bax 70...

High-performance butterfly valve Series Mapag BAX

Installation, Maintenance andOperating Instructions

2 BAX 70 en • 1/2019

2 2 BAX 70 en

CONTENTS1 General ................................................................ 3

1.1 Safety precautions ............................................... 31.2 Intended use .......................................................... 41.3 Marking and identification ............................... 51.4 Atex and CE marking .......................................... 51.5 Contact ..................................................................... 5

2 Transport, reception and storage ...................... 53 Installation .......................................................... 6

3.1 Installation planning ........................................... 63.2 Preliminary .............................................................. 63.3 Installation .............................................................. 63.4 ATEX Version.......................................................... 8

4 Detaching and mounting the actuator ............. 94.1 General ..................................................................... 94.2 Mounting preparation for actuator ............... 94.3 Mounting F1 actuator ......................................... 94.4 Detaching preparation .....................................104.5 Detaching .............................................................10

5 Tools ................................................................... 106 Ordering spare parts ........................................ 107 Dimensions and weights .................................. 11

7.1 Wafer – BAX_6..................................................... 117.2 Lug – BAX_4 .........................................................127.3 Flange – BAX_3 ...................................................13

8 Troubleshooting ............................................... 148.1 Torques ..................................................................14

9 Safety instructions ............................................ 1510 Maintenance ...................................................... 15

10.1 Cleaning and maintenance intervals ..........1510.2 Preventive maintenance recommendation 1510.3 Preliminary ............................................................15

11 Disassembly ...................................................... 1611.1 Disassembly of the valve .................................1611.2 Reassembly of the valve ..................................2111.3 Tightening torques of valve screws ............26

12 Spare part definition ........................................2612.1 BAX_W – soft seated with stuffing box.......2712.2 BAX_W – no seat / step seat with

stuffing box ..........................................................2812.3 BAX_X – soft seated with O-ring ..................2912.4 BAX_X0 – no seat / step seat

with O-ring ...........................................................3013 How to order – type code .................................31

Subject to change without notice.

All trademarks are property of their respective owners.

Please note any additional information for projects in addition to the IMO.

READ THESE INSTRUCTIONS FIRST!These instructions provide information about safe handling and operation of the actuator.

If you require additional assistance, please contact the manufacturer or manufacturer's representative.

Addresses and phone numbers are printed on the back cover.

SAVE THESE INSTRUCTIONS!

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1 General1.1 Safety precautions

See Figure 2 and Figure 3

Product & function descriptionThe BAX valve type is a high performance butterfly valve. Itis available as soft seated version with eccentricallymounted disc, tightly closing in both directions and asthrottle valve with centrically mounted disc with step seator swing through.

Body types:□ Type BAX_6: Wafer

□ Type BAX_4: Lug (ASME sizes only)

□ Type BAX_3: Flange (ASME sizes only)

Nominal sizes:□ NPS 3, 4, 6, 8, 10, 12, 16 as soft seated valve

□ NPS 3, 4, 6 as throttle valve

□ PN40, PN63

□ Class 300, Class 600 (max. pressure for Class 600 islimited to 63 bar g)

Operating Temperature range:□ Long term operating temperature: -10 … +80 °C

□ Long term storage temperature: -40… +80 °C

□ Environment temperature: -40 … +80 °C

Approvals:□ Emission EN 15848-1

□ ATEX II G/D category 2 or 3EN 13463

□ SIL 3

Functional description:The rotationally mounted disc is moved by shaft mountedbetween the disc and an actuator. The butterfly valve isclosed if the disc at a right-angle to the direction of flow.

The soft seated valve type is equipped with an elastomericsealing ring, used as a sealing element. MAPAG butterflyvalves of type BAX are preferably pneumatically driven.Other actuators solutions such as manual, electric orhydraulic actuators are possible in general. The angularshift between opening and closing is 90°. The limitation ofthe angular shift occurs in the drive.

The closed position of the disc is indicated by a red markingon the shaft, visible by a hole in the bracket. (see Figure 1)The valve is closed when the red marking is visible in thehole.

Figure 1

CAUTION:Never exceed the performance limits of the valve!Exceeding the limits indicated on the Identification plateof the valve may lead to damage and uncontrolled releaseof pressure.It may lead to injury to persons and damage to property.

CAUTION:A valve under pressure may neither be opened norremoved from the pipeline!Opening or dismantling valve under pressure will inevita-bly lead to uncontrolled release of pressure.Before dismantling the valve, the relevant pipeline sectionshould be shut off, the valve made pressureless and themedium removed. Please consider the properties of theexisting medium.People and environment must be protected sufficientlyagainst dangerous and poisonous substances.Ensure that no medium can get into that pipeline sectionduring maintenance work on the valve.Errors during these precautionary measures may lead toinjury to persons and damage to property.

CAUTION:Take note of the cutting action of the valve disc!Keep hands, other parts of the body, tools and otherobjects far away from the opening.Do not leave any objects inside the pipeline.If the valve is actuated, the valve disc acts as a cuttingdevice.The position of the valve disc can change even when thebody is moved.Before starting work on the valve, the supply air pipes ofthe actuator must be shut off and released.Errors here may lead to injury to persons and damage toproperty.

CAUTION:Take note of the noise emissions!The valve can produce noise in the pipeline.The sound level depends on the type of application.The sound level can be calculated in advance using MetsoAutomation Nelprof computer program.Please follow the occupational safety regulations applica-ble to noise emissions.

CAUTION:If you lift the valve or valve unit using a crane, considerthe weight!The valve or the valve unit may never be raised at theactuator, positioner, end switch and their piping.Place the lifting device securely around the valve body.Falling parts may lead to injuries and damage to property.Exercise caution while lifting: the valve can rotate!

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1.2 Intended useThe delivered soft seated and throttle (butterfly) valve typeBAX was designed specifically to meet the requirementsthat are specified in the job related documentation. Thisapplies especially to the operating parameters, namelypressure, temperature and medium. The inadvertent occur-rence of an incorrect medium, a higher pressure or a higheror lower temperature at the pipeline may lead to thedestruction of the entire valve. The defective parts must bereplaced immediately.

The pipeline and the used medium must always be freefrom any contamination. Otherwise, the seal-tightness ofthe soft seated (butterfly) valve could be affected.

Proper use of the (butterfly) valve also foresees that theoperating, assembly and maintenance personnel have readand understood this manual.

Assembly work shall be handled only by qualified personnel.

Metso does not assume any liability for structural modifica-tions that are undertaken without specific approval byMetso.

Use original spare parts only.

These are to be installed by Metso’s service personnel.

1.2.1 Scope of delivery

The BAX butterfly valve is delivered in one of three possibledesigns, namely the flange, sandwich (wafer) or mono-flange (lug) version either as soft seated or as throttle ver-sion.

The BAX valve type is delivered completely along with thedrive.

1.2.2 Visual inspection

Prior to leaving Metso factory, the BAX (butterfly) valve typehas been checked by our quality assurance department forseal-tightness and function and set for operation accordingto the job-related documents.

Please check the BAX (butterfly) valve type for possibleshipping damage prior to installation. Should parts of thedelivery show damage, please report this immediately toour qualified personnel.

Check the (butterfly) valve for its function before installa-tion. Please proceed as follows:

Depending on the size and weight of the (butterfly) valve,you will require a hoisting rope.

BAX valve type is equipped with a bottom thread at thebottom using a lifting eye bolt. (see Table 9 at page 8)

Figure 2

Figure 3

Visual inspection – are all screws properly tightened?

Visual inspection for damage to following components:

□ Disc

□ Drive shaft

□ Actuator and instrumentation

□ Piping and tubing

□ Gland packing (if valve is equipped with packing)

□ Sealing element

□ Flange surfaces of the valve

□ Place the valve in a vertical position

□ Connect the power supply now. Reassure yourself thatthe actuator opens into the correct direction of flow.

In horizontal transport position, always secure theround sling to the body (see Figure 2). The shaft maybe damaged if you secure the slings to the actuator. Caution: Twisting hazard!

In vertical transport position, always secure theround sling to the actuator (see Figure 2). Make surethat instrumentation and piping is not damaged if you secure the slings to the actuator.

The BAX butterfly valve may show uncontrolledmovements during the functional test. Thereforeensure that the (butterfly) valve does not move or tip over during functional test under any circumstances.

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□ Test the function of the (butterfly) valve. Allow the (but-terfly) valve to open and close many times. The stop ofthe drive ensures that the disc cannot be turned beyondthe factory-set closed position.

□ Disconnect the energy supply after the functional test.

□ If the (butterfly) valve does not work flawlessly in thefunctional test, please contact our qualified personnel.Indications for this may be:

□ The valve does not move, moves too slowly or notuniformly

□ Unusual running noise can be heard□ The disc does not move completely into the seated

position□ The disc does not open completely

1.3 Marking and identificationThe valves data are shown on the type plate attached to thebody. (see Figure 4)

In the service case, the factory number (unique no.) is theone that uniquely designates the valve. This number is alsoattached to the body in case the identification plate can nolonger be found.

Further information:

Figure 4 Type plate

Job no. = job number at Metso Flow ControlUnique-No = unique fabrication numberType = Type code of the valvebody = body materialYEAR = Year of manufactureNPS or DN = Size; CL or PN = pressure class

Pressure classID no. = Customer identification numberTag no. = Valve and fittings numberTS. = Operating temperature range of the

valve in °C (medium)PS = Operating pressure of the valveP.O.NO. = Order number of the customer /

consignment numberCV = Flow rate in gallons/minEX II 2GcTx = Atex signCE = CE0036 (notified body for PED)

The following markings are made for displaying the discposition in the installed valve:

□ Positioning hole at the bracket.

□ Colored marking on the valve shaft.

If the red marking at the shaft aligns axially with the hole inthe bracket, the valve position is "closed". The sealing ele-ment is on that side of the body with the hole in the bracketrespectively on that side of the bolted flange of the body.(See Figure 1 on page 3 and Figure 5)

Figure 5 Direction of the actuator

1.4 Atex and CE markingThe valve fulfills the requirements of the European Directive2014/68/EU regarding pressure-related equipment and ismarked according to this directive.

The ATEX and CE signs are displayed on the identificationplate (see Figure 4: type plate).

1.5 ContactPlease contact your local Metso partner.

You will find the contact information in the internet at:http://www.metso.com/product-finder/

2 Transport, reception and storageCheck the valve including accessories for shipping damage.

Prior to installation, the valve is to be carefully stored in adry roofed room.

Storage temperature = -40° to 80 °C Relative humidity 85 %max. (Non-condensing)

The valve must be warehoused with the factory-mountedcovers.

The valve should be transported on-site only a short whilebefore the installation. The covers on the openings are tobe removed for installing the valve.

The valve is delivered in closed position. A valve with anactuator and a spring retainer is delivered in the positionset by the spring (spring opens or closes).

The following applies in general: For top view of the drive shaft fo the valve:Left-handed rotation (counterclockwise) = opening,Right-handed rotation (clockwise) = closing. (see Figure 5)

Opening and closing is similar to a water tap. (Viewed from the actuator side)

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3 Installation

3.1 Installation planningConsider following aspects before assembly:

□ You must install the (butterfly) valve, so as to allow freeaccess to the drive at any time.

□ Drives that are operated using electric, pneumatic orhydraulic energy may be connected to the energy sup-ply only after installing the (butterfly) valve.

□ The flange holes of both pipeline ends must be exactlyaligned axially with each other. The sealing surfaces ofthe opposite flanges must be parallel to each other. Theflange holes may not be distorted from one another, sothat the (butterfly) valve is not exposed to any stressesduring assembly.

Figure 6 Alignment of the flanged pipes

3.2 PreliminaryPrior to assembly, ensure that the pipelines are free fromany contamination. Any contamination, such as weldingspots, rust or dirt can impair the seal-tightness of the (but-terfly) valve and damage the sealing surface of the disc orthe sealing elements.

This applies especially to the assembly of valves in the newinstallations. Even during operation, the medium may notcarry any contamination that can deposit in the sealingarea.

If the disc extends beyond the installation length of thevalve, then the (butterfly) valve must be closed beforeinstallation (pneumatic, hydraulic etc.). It is mandatory toensure that the energy supply lines are secured and notdamaged or ruptured during installation under any circum-stances.

If the power supply is interrupted suddenly, the valveopens abruptly due to the pre-stressed spring assembly.This can lead to serious injury and to material damage.

Lifting gear is required for installing larger (butterfly) valvesin the piping. The weight of the (butterfly) valve includingthe actuator can be found in the job-related documentation.

3.3 InstallationProceed as follows for installing the (butterfly) valve:

□ Turn the (butterfly) valve in such a manner that thearrow (F for flow) on the body points to the flow direc-tion of the process. (see Figure 7)

□ The pressure into the seat of the wafer BAX valve typecan also be identified to the side of the bolted flange.

Figure 7 Flow direction

□ Close the (butterfly) valve for the assembly. In the openposition, the sealing surface of the disc can protrude outof the body and be damaged during installation.

□ Note the minimum inner diameter of the pipeline is inaccordance with ASME B36.10M, ASME B36.19M and / orDIN EN 10305-2 and DIN EN 10305-5.

□ Use a gasket that is suitable for your application on bothsides of the (butterfly) valve between the body and theflanges facing each other. Both gaskets are not part ofthe standard delivery. Metso delivers the required gas-kets seals at your request.

□ Use the dimensions of the stud bolts itemized inTable 1-8 on page 7 for assembly.

□ Turn the flange screws or bolts facing one another cross-wise and tighten uniformly using a torque wrenchaccording to operator’s specification (see Figure 8).

□ Finally connect the energy supply.

Figure 8 Cosswise tightening flange bolts

Assembly work at the BAX butterfly valve shall only be made by qualified and Metso certificated personnel!

Exercise caution while installing valves with the failsafe position “spring to open”.

Always secure the lifting to the body, never to the actuator; otherwise the shaft may be damaged (see Figure 2 and 3)

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Bolt sizes and lengths:WaferTable 1 thread bolts for BAX_D_6 /

ASME B 16.5- Class 300, figure 9

WaferTable 2 thread bolts for BAX_F_6 /


Table 3 thread bolts for BAX_D_6 / DIN EN 1092-1 PN40, figure 9

Table 4 thread bolts for BAX_N_6 / DIN EN 1092-1 PN63, figure 9

Lug typTable 5 thread bolts for BAX_D_4 /


Lug typTable 6 thread bolts BAX_F_4 /


DoubleflangeTable 7 thread bolts for BAX_D_3 /


DoubleflangeTable 8 thread bolts BAX_F_3 /


NPS thread bolt Ø

L L1 totalquantity of bolts

Length Qty Lengt

h Qty

3 3/4"-10UNC 210 8 - - 84 3/4"-10UNC 220 8 - - 86 3/4"-10UNC 250 12 - - 128 7/8"-9UNC 280 12 - - 12

10 1"-8UN 320 16 - - 1612 1 1/8"-8UN 360 16 - - 1616 1 1/4"-8UN 440 20 - - 20

NPS thread bolt Ø


Length Qty Lengt

h Qty

3 3/4"-10UNC 230 8 - - 84 7/8"-9UNC 260 8 - - 86 1"-8UN 310 12 - - 128 1 1/8"-8UN 340 12 - - 12

10 1 1/4"-8UN 280 16 - - 1612 1 1/4"-8UN 410 20 - - 2016 1 1/2"-8UN 510 20 - - 20

NPS thread bolt Ø

L L1 totalquantity of boltsLength Qty Length Qty

80 16 210 8 - - 8100 20 210 8 - - 8150 24 250 12 - - 12200 27 280 12 - - 12250 30 320 16 - - 16300 30 340 16 - - 16400 36 440 16 - - 16

NPS thread bolt Ø

L L1 totalquantity of boltsLength Qty Length Qty

80 M20 220 8 - - 8100 M24 240 8 - - 8150 M30 280 8 - - 8200 M33 310 12 - - 12250 M33 340 12 - - 12300 M33 370 16 - - 16400 M39 460 16 - - 16

NPS thread bolt Ø


Length Qty Lengt

hQty of

hex bolts3 3/4"-10UNC 65 8 80 8 164 3/4"-10UNC 65 8 80 8 166 3/4"-10UNC 70 12 95 12 248 7/8"-9UNC 80 12 95 12 24

10 1"-8UN 95 16 110 16 3212 1 1/8"-8UN 100 16 120 16 3216 1 1/4"-8UN 115 20 135 20 40

NPS thread bolt Ø


Length Qty Lengt

h Qty

3 3/4"-10UNC 70 8 85 8 164 7/8"-9UNC 80 8 80 8 166 1"-8UN 95 12 95 12 248 1 1/8"-8UN 105 12 105 12 24

10 1 1/4"-8UN 120 16 120 16 3212 1 1/4"-8UN 120 20 120 20 4016 1 1/2"-8UN 140 20 140 20 40

NPS thread bolt Ø


Length Qty Lengt

hQty of

hex bolts3 3/4"-10UNC 130 14 80 2 164 3/4"-10UNC 140 14 80 2 166 3/4"-10UNC 150 22 95 2 248 7/8"-9UNC 170 22 95 2 24

10 1"-8UN 190 30 110 2 3212 1 1/8"-8UN 210 36 120 2 3216 1 1/4"-8UN 230 38 135 2 40

NPS thread bolt Ø


Length Qty Lengt

hQty of

hex bolts3 3/4"-10UNC 150 14 85 2 164 7/8"-9UNC 160 14 80 2 166 1"-8UN 190 22 95 2 248 1 1/8"-8UN 210 22 105 2 24

10 1 1/4"-8UN 240 30 120 2 3212 1 1/4"-8UN 240 36 120 4 4016 1 1/2"-8UN 280 38 140 2 40

Figure 9 BAX_6 Figure 10 BAX_4 Figure 11 BAX_3

8 2 BAX 70 en

3.4 ATEX VersionIf the BAX valve type is delivered with ATEX design the valveis equipped with either one or two independent discharg-ing contact (521) depending on the requested ATEX cate-gory. This device operates with a spring supported copperbased contact on the shaft (401). It is screwed in the bracket(see Figure 11).

The contact is equipped in a special hexagonal socketscrew. The contact grounding cable must be fixed to the M5thread on the bracket. Figure 10

Figure 11

Figure 12 ATEX contact

In that case the customer is responsible for properlygrounding the valve in accordance with the applicablecountry-specific regulations. Operation without groundingis not permitted.

A thread for the grounding screw is located on the valvebottom side (Table 9) of the body and is available for thepurpose of grounding. (see Figure 12).

The customer is responsible for proper grounding and itsimplementation.

Maintenance of the valve shall be made by Metso Service orauthorized personnel only.

Figure 13 Grounding

3.4.1 Mounting of ATEX contact

The ATEX contact (521) is equal for all valve sizes.

Because of different brackets and shaft diameters thescrew-in depth varies. For correct installation follow theprocedure:

□ Put some Loctite 2400 (intermediate strength) in thetread of the bracket.

□ Take care, that Loctite does not glue the spring sup-ported contact!

□ Take contact, and screw into the bracket until it stops.

□ Turn the socket screw back one turn.

□ Measure the resistance between shaft (401) and thecontact cable which comes from the contact (521). Thevalue must be less then 1 Ohm.

□ Fix the contact cable with its cable clamp to the bracketand tight the M5 screw.

□ Check resistance between shaft (401) and body (101).The value must be less then 1 Ohm.

3.4.2 Maintenance , test and reassemble

Usually there is no maintenance necessary.

□ If the bracket (501) is disassembled from the valve,check by fingertip if the spring supported contact is stillworking and the wear off is less.

□ When you reassemble the bracket to the valve, care-fully press down the spring supported contact at theend of the polygon profile of the shaft to move itover the step. Take a small screw driver or a thin metal sheet for that.

After reassembly the valve always check the resistancebetween shaft and body. If there are two ATEX contactsused, detect the resistance of each by measuring betweenshaft and disconnected cable gland. The resistance shouldalways be less the 1 Ohm.

Size NPS / DN Thread Depth [mm]

3” / 80 M8 16

4” / 100 M8 16

6” / 150 M8 16

8” / 200 M8 16

10” / 250 M8 16

12” / 300 M8 16

16” / 400 M12 24

Table 9 Bottom thread dimension

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4 Detaching and mounting the actuator4.1 General

4.2 Mounting preparation for actuatorThe BAX butterfly valve can be either operated with F1actuator or B-series actuator.

Nonstandard series are mentioned in brackets but canmechanically mounted on the valve. The requested pilot airfor the actuators is 4 bar. The standard actuators with springreturn and additional supply air are selected for a differen-tial pressure of 2 bar in the pipeline.

Lifting gear is required for installing larger actuators in situ.The weight of the standard actuators is specified in the fol-lowing table. Nonstandard are in brackets.

4.3 Mounting F1 actuatorProceed as follows for installing the actuator:

□ Before attaching the actuator, set the valve in the closedposition.

□ Push the selector shaft of the actuator carefully onto thevalve shaft. Note that the actuator adjoins the bracketexactly and is aligned with it, so that no stresses mayoccur at the valve shaft.

□ Note that the marking on the drive shaft corresponds tothe position of the disc. Ensure that disc is leveled paral-lel to the flanges at 3 o’clock and 9 o’clock position (seeFigure 13).

Figure 14 Checking the closed position by means of depthmeasurement

□ Put actuator on the valve in that way, that the previousmarking is accurate leveling position. (See Figure 14)

Figure 15 Marking actuator position

□ Secure the actuator to the bracket using the four screwsand tighten them on their cross tips. Information: Thehousing of F1 -series actuator are composed of an alu-minum material. The fastening threads may be dam-aged by uncontrolled tightening.

□ Refer to 11.3 for torque values

□ Now finally check the closed position of the valve onceagain by means of several depth measurements,wherein the determined data may vary from oneanother by a max. of 0.3 mm (see Figure 13).

□ Finally connect the energy supply (see Figure 15).

CAUTION:Note the weight of the valve or the entire servo unitwhile handling!The actuator may not be detached from the valve ifthe pipeline is under pressure as a consequence of adynamic torque!Do not dismantle any actuator with spring retainerwithout securing the spring with a stop screw!

NOTE:Before dismantling the actuator, note the mountingposition and opening angle of the valve with respect toactuator and positioner/ limit switch so that the correctfunction is maintained in the following assembly.You must install the actuator, so as to allow free access toit any time. This especially applies also to a possible“emergency stop” operation by hand.

BAX valve size

DN 80100 150 200

250 300 400

NPS 34 6 8

10 12 16

F1F / F1Aactuator size 30 60 120 250

Weight F1A [kg] 10 16 28 51

Weight F1F [kg] 13 21 56 85

B1C actuator size (nonstandard size) 9 (9)

11(11)13

(13)17

(20)

17(20)

Weight B1C [kg] 9.6 16 31 54 54(73)

B1J actuator size (nonstandard size) 8 8

(10)10

(12)12

(16)(16)(20)

Weight B1J [kg] 17 17 30 57 (100)(175)

Table 10 Actuator sizes and weights (for standard sizes)

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4.4 Detaching preparationIf the actuator is mounted on a valve in a pipeline, followingrequirements must be check before attaching the actuator:

□ Ensure that errors are not caused due to removing theactuator.

□ Test carefully whether a hot medium has flown throughthe pipeline and whether the actuator is cooled off suffi-ciently, so as to prevent any hazard due to extreme tem-peratures.

□ Reassure yourself that the assembler does not face anyrisks from the medium that has recently passed throughthe (butterfly) valve.

□ If you do not make the disassembly by yourself, warnthe qualified personnel of eventual risks.

4.5 DetachingProceed in the following sequence for dismantling theactuator:

If the actuator installed on / in the pipeline is to bechanged, ensure that:

□ The pipeline is pressure less and the relevant valve is dis-engaged from the process.

□ Ensure that the valve is in a defined position – “closed”in general.

□ Disconnect the energy supply to the actuator. In addi-tion, press the EMERGENCY STOP switch for energy sup-ply to the actuator or activate the remote control, sothat no one can reconnect the energy supply by mis-take.

□ Secure the actuator using secure ropes.

□ Loosen the screws between the bracket and the actua-tor and then screw them carefully perpendicular to thedrive shaft of the BAX (butterfly) valve.

□ Transport the actuator, so that it does not move duringtransport and eventually get damaged.

5 ToolsFor maintenance work on the valve there is a special toolrecommended. Maintenance work without that tools maycause not correct assembly and or damage parts from thevalve

□ Mounting pin to assemble bearings on the disc (seechapter 11.2.1 page 21 and chapter 12 on page 27)

□ Polygon nut to twist the shaft (see chapter 11.2.4 onpage 23 and chapter 12 on page 27)

6 Ordering spare partsFor ordering spare parts, the following information is neces-sary:

□ Unique / Identification number of the valve (from typeplate – see Figure 4)

□ Type designation of the valve (from type plate) with sizeand pressure specification.

□ If possible make a photo of the type plate

□ Machine name, start-up date.

□ ID number and number of "Spare sets" required.

If you control the drive using a remote control thenyou must mount the device at the drive to interruptthe energy supply for reasons of safety (for example: emergency stop).

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7 Dimensions and weights7.1 Wafer – BAX_6

Figure 16 Dimension drawing BAX_6 - wafer type

All dimensions are given in [mm]

ASME B16.5 Class 300, Class 600 / DIN EN 1092 PN40, PN63

The dimensions øl, øk and n refer to the pitch cycle, bolt diameters and number of bolts of the relevant flange connectionaccording the standards and do not affect the body dimensions.

NPS DNStandard dimensions

PolygonWeight

[kg]BL øD H K B L P N ød øg

3 80 100 145 85 134 80 214 52 84 100 127 P4C 18 11

4 100 100 174 95 141.5 80 221.5 49 99 110 157 P4C 18 15

6 150 120 235 125 200 90 290 51 140 160 216 P4C 25 30

8 200 130 296 258 254 118 372 57 188 21 269.7 P4C 32 50

10 250 150 357 185 279 118 397 65 231 255 323.9 P4C 32 71

12 300 170 417 209 326 138 464 71 276 302 381 P4C 35 117

16 400 230 528 385 138 523 107 369 405 469.9 469.9 P4C 35 238

Table 11 Dimensions wafer / ASME and DIN

NPS

ASME B16.5

DN

ASME B16.5

Class 300 Class 600 PN40 PN63

øk n øl øk n øl øk n øl øk n øl

3 168.1 8 22.4 168.1 8 22.4 80 160 8 16 170 8 20

4 200.2 8 22.4 215.9 8 35.4 100 190 8 20 200 8 24

6 269.7 12 22.4 292.1 12 28.4 150 250 12 24 280 8 30

8 330.2 12 25.4 349.3 12 35.1 200 320 12 27 345 12 33

10 387.4 16 28.4 431.8 16 35.1 250 385 16 30 400 12 33

12 450.9 16 31.8 489 20 35.1 300 450 16 30 460 16 33

16 571.5 20 35.1 603.3 20 41.1 400 585 20 36 585 16 39

Table 12 Flange bolting dimensions

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7.2 Lug – BAX_4

Figure 17 Dimension drawing BAX_4 - lug type

All dimensions given in [mm] except threads

ASME B16.5

NPSStandard dimensions ASME B16.5 – Cl 300

weightASME B16.5 – Cl 600

weight PolygonBL B L P ød D H øg øk n Øl D H øg øk n øl

3 100 80 214 48 100 210 105 127 168,1 8 3/4"-10UNC 24 210 105 127 168,1 8 3/4"-10UNC 24 P4C 18

4 100 80 221,5 51 110 255 127,5 157 200,2 8 3/4"-10UNC 33 275 137,5 157 215,9 8 7/8"-9UNC 39 P4C 18

6 120 90 290 69 160 320 160 216 269,7 12 3/4"-10UNC 61 355 177,5 216 292,1 12 1"- 8UN 75 P4C 25

8 130 118 372 73 210 380 190 269,7 330,2 12 7/8"-9UNC 95 420 210 269,7 349,3 12 1 1/8"-8UN 115 P4C 32

10 150 118 397 85 255 445 222,5 323,9 387,4 16 1"-8UN 137 510 255,5 323,9 431,8 16 1 1/4"-8UN 184 P4C 32

12 170 138 464 99 302 520 260 381 450,9 16 1 1/8"-8UN 218 560 280 381 489 20 1 1/4"-8UN 254 P4C 35

16 230 138 523 123 405 650 325 469,9 571,5 20 1 1/4"-8UN 422 685 342,5 469,9 603,3 20 1 1/2"-8UN 477 P4C 35

Table 13 Dimensions lug / ASME

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7.3 Flange – BAX_3

Figure 18 Dimension drawing BAX_3 - flange type

All dimensions given in [mm] except threads

ASME B16.5

1) refers to right flange for 2 upper threads, other flange drillings acc. ASME standard.

NPSStandard dimensions ASME B16.5 – Cl 300

weightASME B16.5 – Cl 600

weight PolygonBL B L P ød D b/b1 H øg øk n Øl 1) D b/b1 H øg øk n Øl 1)

3 180 80 214 48 100 210 29/48 105 127 168,1 8 3/4"-10UNC 21 210 36/55 105 127 168,1 8 3/4"-10UNC 23 P4C 18

4 190 80 221,5 51 110 255 33/55 128 157 200,2 8 3/4"-10UNC 37 275 42/65 137,5 157 215,9 8 7/8"-9UNC 40 P4C 18

6 210 90 290 69 160 320 37/62 160 216 269,7 12 3/4"-10UNC 65 355 52/82 177,5 216 292,1 12 1"-8UN 81 P4C 25

8 230 118 372 73 210 380 42/61 190 269,7 330,2 12 7/8"-9UNC 95 420 60/82 210 269,7 349,3 12 1 1/8"-8UN 127 P4C 32

10 250 118 397 85 255 445 48/68 223 323,9 387,4 16 1"-8UN 135 510 66/91 255,5 323,9 431,8 16 1 1/4"-8UN 196 P4C 32

12 270 138 464 99 302 520 53/76 260 381 450,9 16 1 1/8"-8UN 206 560 71/99 280 381 489 20 1 1/4"-8UN 265 P4C 35

16 310 138 523 123 405 650 58/85 325 469,9 571,5 20 1 1/4"-8UN 357 685 80/110 342,5 469,9 603,3 20 1 1/2"-8UN 427 P4C 35

Table 14 Dimensions flange / ASME

P4C

b b1

P

BL

N

B

L

g

H

k(divisionn)

D

l

d

14 2 BAX 70 en

8 TroubleshootingThe soft seated (butterfly) valve does not close seal-tight

□ Never close the soft seated (butterfly) valve by exertingexcess force. This leads to the risk of irreparable damage.

□ Test whether the energy supply is connected.

□ Test whether the “closed” position of the actuator andthe “closed” position of the disc are in alignment.

□ Check the torques of the BAX valve on the basis of thefollowing table. (see Table 15)

□ Check the sealing surface of the disc and the sealing ele-ments for possible damage. Dismantle the (butterfly)valve. Test whether any foreign objects are presentbetween the disc and the sealing elements. Remove theforeign objects or deposits, if necessary.

□ Replace damaged parts, if necessary.

For disassembly, please read the maintenance section ofthis IMO at chapter 11ff starting page 16ff.

Leakage of fluid or gas…

…at high performance valves with O-ring shaft seal.

Test whether the O-rings are damaged at the bearing bush(pos 410). Replace the O-rings (470) of the bearing bushing.

For disassembly, please read the Maintenance section ofthe Appendix.

… at high performance vales with stuffing box shaftseal.

Check if disc springs (457) from the life loaded gland pack-ing are proper pre-stressed. This can be indicated if the bigdiameter of the ring under the guide bushing is coveredand not visible. (see Figure 18)

Figure 19 disc spring set for life loaded packing

There is escape of fluid or gas at the bracket.

Check whether the screws (502) of the bracket (501) arefirmly tightened.

Replace the sealing (419), if necessary.


High torque or no correct switching time□ Check if actuator is equipped with correct supply air

□ Check if solenoid valve is operating well.

□ Check if actuator itself is working properly.

□ Check that gland packing is not tightened too strong.

If all pre-checks do not lead to a failure, the valve has to bemaintenanced. Check if valve shows any internal damages,scratches or bumps at moving parts.

Check and substitute all soft parts. Check bearings and seal-ing element, and replace, if necessary.


8.1 Torques

MAST: max. allowable stem shear torque *) B1J torque with spring & supply air

If the torque exceeds the tolerance limits it is mostly causedby the sealing element. The torques applies to dry andclean surfaces of sealing element and disc. The valuesshould not be exceeded but a tolerance of ±20 % is accept-able.

The valve should also be tested with a differential pressurein the seated position, if possible. Strongly deviating tor-ques refer to unallowable diametrical clearance orimproper seating of the sealing element. The use of anothersealing element can eliminate the problem depending onthe specific case.

In addition, please refer to the information in the"Cleaning and Maintenance" chapter in the Mainte-nance section of the Appendix.

BAXNPS/DN

Mc [Nm]

MAST 1)

[Nm]

F1 B1 B1J*)

@0 bar @40 bar

Size / Md max [Nm]@ 10 bar

Size / Md max [Nm]@ 8.5 bar

Size @ pmax /

Md max [Nm]

3”/80 30 70372 30/

2589/

3428@6bar

4”/100 30 70 330

6”/150 40 120 1046 60/502

11/628

10@7bar778

8”/200 40 2202253 120/

104613/

130512@7bar

10”/250 80 550 1664

12”/300 200 6703104 250/

206417/

246216@7bar

16”/400 350 1350 2887

Table 15 Torques (preliminary)

2 BAX 70 en 15

9 Safety instructionsPlease follow the below-mentioned safety instructions dur-ing installation, maintenance and operation of the highperformance valve:

1. For safety reasons, you may not do any modifications tothe mode of operation of the high-performance valve orits actuator.

2. Assembly work at the high-performance valve must bedone only by qualified personnel!

3. A functional test is associated with the risk of suddenuncontrolled movement of the high-performance valveupon supply of energy. Therefore, ensure that the valvedoes not move or tip over during the functional testunder any circumstances.

4. Exercise caution while installing valves in the failsafeposition "spring opens" If the disc extends beyond theinstallation length of the valve, then the (butterfly) valvemust be closed before installation (pneumatic, hydraulicetc.). It is mandatory to ensure that the energy supplylines are secured and not damaged or ruptured duringinstallation under any circumstances. If the energy sup-ply is interrupted suddenly, the valve opens abruptly.This can lead to serious injury and to material damage.

5. There is a significant risk of injury from accidental opera-tion of the remote control during any maintenancework. If you intend to use a remote control for workingwith the high-performance valve, then an additionalemergency stop switch that acts as a locking device isrequired at the actuator.

6. Make sure that cleaning agents do not cause anyunwanted chemical reactions upon contact with possi-ble residues in the high-performance valve.

7. While working in the area of the sealing surface of thedisc, secure the disc using wooden wedges to excludecrushing hazard. Pay attention to the fact that you donot damage the sealing surface of the disc as a result.

8. If the seals are destroyed by an excessively hot medium,the used medium can escape at the shafts.

10 Maintenance10.1 Cleaning and maintenance intervalsHigh-performance valves of the type BAX are mostly main-tenance-free.

If the medium carries along contamination with itself thatmay impair the seal-tightness of the valve, then the sealingsurface of the disc must be cleaned regularly. Contamina-tion may damage the sealing surface of the soft seated discor the sealing element.

Auxiliaries that may attack the sealing surface or the elasto-meric seal may never be used for removing residues. Usewater, soapsuds or other liquid solvents and a soft, lint-free rag.

While assigning cleaning and maintenance work to quali-fied external firms and / or qualified external personnel, it ismandatory to make them aware of the dangers of the usedmedium and possibly present residues. The IMO has to behanded over to the responsible service person always.

10.2 Preventive maintenance recommendationThis recommendation applies to both throttle as well assoft seated BAX valve types.

10.2.1 For operating pressures of CL300/ PN40 and below:

□ Spare set ”Seat” and ”Shaft Sealing” to be replaced latestat 750.000 cycles or 3 years operations.

□ Spare set ”Complete” to be replaced latest 1.500.000cycles or 6 years operations.

10.2.2 For pressure class CL600 / PN63:

□ Spare set ”Seat” and ”Shaft Sealing” to be replaced latest400.000 cycles or 2 years operations.

□ Spare set ”Complete” to be replaced latest 800.000cycles or 4 years operations.

10.3 PreliminarySuitable spare parts sets should be kept ready and / or pro-vided on time to avoid longer downtimes during mainte-nance work. Please take into account the delivery andtransport times.

Before dismantling the BAX (butterfly) valve, the followingprerequisites must be met:

□ Ensure that the pipelines are pressure less and free ofprocess-related gases and fluids.

□ Inform yourself about the medium that last passedthrough the(butterfly) valve. Residues may occur in thevalve. Make sure that there is no poisoning or acid-burnrisk when coming in contact with the residues. Protectyourself using appropriate protective clothing, safetygoggles and a breathing mask, where appropriate. It ismandatory to follow the safety instructions for operat-ing personnel.

□ If you do not make the disassembly by yourself, instructthe qualified personnel and provide them with protec-tive clothing, if necessary. While assembling and disas-sembling the BAX (butterfly) valve, the BAX (butterfly)valve must be closed to exclude any incidental damage.

Never use cutting, scraping or grinding tools such asfilesor sandpaper. Moreover, do not use any solvent basedcleaning agents that may cause unwantedchemical reactions upon contact with residues of the medium or attack the seal.

Check whether the (butterfly) valve has already cooleddown or warmed up to the extent that there are nomore hazards due to extreme temperatures.

16 2 BAX 70 en

11 DisassemblyEnsure that:

□ The pipeline is pressure less and cleaned well.

□ The relevant valve must be disengaged from the process.

□ The valve is in a defined position – “closed” in general.Caution – Danger of explosion! It is mandatory to followthe safety instructions of the operator! Proceed in thefollowing sequence for dismantling the (butterfly) valve:

□ Close the (butterfly) valve.

□ If the actuator must be removed for dismantling the(butterfly) valve, mark its direction to the bracket andthe body with a waterproof felt-tip pen before disman-tling the actuator. (see Figure 20). In this manner youcan correctly reposition the drive during reinstallationand prevent it from triggering any faulty function.

Figure 20 Actuator marking

Dismantle the actuator. Refer to capter 4ff on page 9 of theIMO for this.

□ Secure the (butterfly) valve using lifting ropes. Handlethe valve with actuator or the bar-shaft valve asdescribed in chapter 1.2 page 4. See especially Figure 2and Figure 3.

□ Release the (butterfly) valve by loosening the screwsopposite to one another or the nuts in a crosswise man-ner.

□ Transport the (butterfly) valve securely, so that they donot move during transport and eventually get damaged.

Usually the valves are painted. Before you start disassemblethe valve, do the following:

□ Cut with a knife the painting layer between wafer bodyand flange that the damage of the painting layer is asless as possible.

□ Grind the painting layer in that section with a sandpaper.

□ After re-assembly re-paint this section with a equivalentpaint of the original valve painting to prevent corrosion.

11.1 Disassembly of the valve

11.1.1 Positioning

Figure 21 Positioning valve for maintenance

□ Red marking on the drive shaft and position of flangeand closed disc. (see Figure 20)

□ Fix the valve in a slip and tilt-proof manner on a stablebase or workbench.

□ Open the (soft seated ) valve by rotating the drive shaft(180°) counterclockwise, so as to expose the sealing ele-ment see below Figure 21.

Figure 22 Turn disc 180° counter clock wise

11.1.2 Disassemble of flange

□ Demount the screws (pos. 306) of the flange (pos. 303)complete

Figure 23 Demounted screws from flange

Disconnect the energy supply to the actuator. Inaddition, press the EMERGENCY STOP switch forenergy supply to the actuator or activate the remotecontrol, so that no one can reconnect the energy sup-ply by mistake.

2 BAX 70 en 17

□ 4 holes in the flange are equipped with threads. Insertlifting screws to lift up the flange from the body (seeFigure 23)

□ Mark flange position to body (see Figure 23)

□ Screw the lifting screws synchronously

Figure 24 Flange with lifting screws; marking

□ Lift of the flange (Figure 24)

Figure 25 Take flange off

□ Now the sealing element (pos. 321) can be removedfrom the flange (pos 303) (Figure 25). Do not use anysharp tools to remove the sealing element in order notto damage the sensitive contour of the sealing groove.

Figure 26 Disassembled flange with sealing element

□ Take care for the flange seals (pos.304; 305) change thesealing element if necessary. Do not use any lubricationfor mounting the sealing element.

□ This section of the sealing element groove must bewithout damages, bumps or scratches.

□ Never make any repair action on the flange or sealinggroove with machines, sharp tools or grinding! Use onlysmooth fluffless cloth and solvent if necessary.

11.1.3 11.1.3Replace packing

The BAX valve is either equipped with a O-ring shaft sealingor with a packing system. The following proceduredescribes the change of packing.

□ The sleeve (470) contains the shaft packing.

□ Mark the position of the bracket to valve body.(Figure 26)

□ Unscrew the nuts (455) of the life loaded packing anddisassemble the disc spring set. (Figure 26, Figure 27)

Figure 27 Unscrew life loaded system

□ Take care, that the disc spring stack is not mixed upunnecessarily.

Figure 28 Disassembled disc spring set (pos 457)

□ Remove the screws (502) from the bracket

Figure 29 Bracket on valve body with gland

18 2 BAX 70 en

□ Pull off bracket (501) with inserted gland from valvebody (101) (Figure 29)

□ The bracket is equipped with inserted gland and even-tually with a ATEX discharging contact. (Figure 30)

Figure 30 Remove bracket from valve body

Figure 31 Bracket with gland (450) and contact (521)

□ The gland (450) can be removed from bracket (501).Turn it 90° upright and take it out from bracket. (seeFigure 30)

□ Pull out shaft (401) from body. The shaft sticks with apolygon connection in the disc (201) and has no furtherscrews or pins. (see Figure 31). If necessary use a draw-ing off tool which can be threaded in the top of theshaft.

□ The shaft comes with the sleeve (410) which containsthe stuffing box (452,451), compression ring set(454,459,453) and the thrust bearings (404,405) out ofthe body.

Figure 32 Disassemble shaft and sleeve with stuffing box

□ Take care of the thrust bearings (404,405) and the com-pression ring set (453,454) on the shaft.

Figure 33 Disassembled shaft from body

□ Check, if thrust bearings (404, 405) are still in good con-dition and that there is no dirt or particles on the PTFEmoving surface and the wear out is fine.

□ Pull the compression ring set (453,454) and the sleeve(410) from shaft.

□ Clean shaft with smooth fluffless cloth and solvent andcheck that there are no scratches or damages at the areaof the sleeve (410) on the shaft (401). Otherwise replaceshaft (401).

□ The compression ring is equipped with a slide ring (459)which has to be renewed.

□ Stuffing box rings (451) and wedged PEEK rings (452)can be removed from the sleeve (410).

□ Put new PEEK ring (452), stuffing box (451) and 2ndPEEK ring (452) in sleeve (410).

Figure 34 Stuffing box system

□ Put sleeve (410) with new stuffing box (452,451) andthe compression ring (453) with new slide ring (459)back on shaft (401).

□ Take care of the graphite seal (419) between body(101) and sleeve (410) and remove it.

□ Change the graphite seal (419) in any case(Figure 34). Do not reuse it.

□ Check if sealing surface in body (101) and on bottomof sleeve (410) is clean for re-assembly. There mustbe no use of sharp tools to clean the surface. Useonly smooth fluffless cloth and solvent.

2 BAX 70 en 19

Figure 35 Graphite seal (419) between body and sleeve

11.1.4 Replace of O-ring shaft sealing

The BAX valve is either equipped with a O-ring shaft sealingor with a packing. The following procedure describes thechange of O-ring shaft sealing.

□ The sleeve (470) contains the shaft sealing.

□ Remove the screws (502) from the bracket

Figure 36 Bracket on valve body

□ Pull off bracket (501) from valve body (101) (Figure 36)

Figure 37 Disassemble bracket

□ Pull out shaft (401) from body. The shaft sticks with apolygon connection in the disc (201) and has no furtherscrews or pins.

□ The shaft comes with the sleeve (410) and the thrustbearings (404, 405) out of the body. (Figure 37)

Figure 38 Disassemble shaft and sleeve

□ Take care of the thrust bearings (404, 405) on the shaft.(see Figure 38)

Figure 39 Shaft with sleeve and thrust bearings

□ Check, if thrust bearings (404, 405) are still in good con-dition and that there is no dirt or particles on the PTFEmoving surface and the wear out is fine.

□ Pull down the sleeve (410) from the shaft (401).

□ Inside of the sleeve (410) there are two O-rings (470) forthe shaft sealing. (Figure 39)

Figure 40 Sleeve with O-ring

□ Pull out both O-rings, clean sleeve (410) and groove nutand insert new O-rings (470).

□ Clean shaft with smooth fluffless cloth and solvent andcheck that there are no scratches or damages at the areaof the sleeve (410) on the shaft (401). Otherwise replaceshaft (401).

□ Put a thin layer of Silikon grease Molykote 111 on thesurface of the O-ring (470) and some grease as a reser-voir between the O-rings in order to have some lubrica-tion effect between shaft (401) and O-rings (470) duringoperation.

□ Take care for the graphite seal (419) between body (101)and sleeve (410) and remove it.

20 2 BAX 70 en

Figure 41 Body, mounting space for thrust bearing, graphiteseal and sleeve

□ Change the shaft seal (419) in any case. Check if sealingsurface in body (101) and on bottom of sleeve (410) isclean for re-assembly.

□ There must be no sharp tools used to clean the surface.Use only smooth fluffless cloth and solvent.

11.1.5 Disassemble disc and bearings

□ Disassemble bearing ring (302) by using a thread rod tolift off the bearing ring.

Figure 42 Use thread rod

□ Mark upper position (12 o’clock) on bearing ring 302(Figure 42), to reassemble it in same manner. (Both bear-ing rings (302, 301) have been machined together.)

Figure 43 Marking bearing ring

□ Take out bearing ring (Figure 43)

Figure 44 Lift and take out bearing ring

□ Remove disc (201) with assembled bearings (424) byhand or using lifting ropes. (Figure 44)

Figure 45 Remove disc with bearings

□ The lower bearing ring (301) can be removed in samemanner as upper bearing ring (302). (See Figure 41 and Figure 43)

Figure 46 Empty body with lower bearing ring

2 BAX 70 en 21

□ Remove both radial bearing sleeves (424) from disc(201) by pulling them off axial by hand from disc trun-nion.

Figure 47 Remove radial bearings from disc

Figure 48 Disassembled disc, bearing ring and radial bear-ings

□ Check sealing surface of the disc (201). There must beno scratches, or bumps on the ball shaped surface.

□ Check bearing surface of disc trunnion that they arewithout any damages.

□ Never make any repair action on the disc with machines,sharp tools or grinding devices! Use only smooth fluff-less cloth and solvent if necessary.

11.2 Reassembly of the valve

11.2.1 Replace bearing bushing of disc

□ Bearing bushing (424) is equipped with a special glidingsurface of a textile PFTE layer. The bearing bushing mustbe replaced if there is significant wear on this layer.

□ In order to protect the gliding surface from particles, thebearing bushing (424) is equipped with a axial V-shapedseal ring (475).

□ Make sure that disc trunnion is clean from any dust anddirt.

□ It is mandatory to use special mounting pins (Figure 48)when new bearings are assembled on the disc trunnion.Otherwise the sensitive lip seal of the V-shaped seal ring(475) gets damaged at that step.

Figure 49 Mounting pin

□ Put a thin layer of Klueberplex BEM 41-132 grease onthe disc trunnion and on the gliding surface of the bear-ing.

□ Avoid any cant or any strong forces.

□ Take care that V-shaped seal ring is located towards disccenter.

□ Plug the mounting pin in the hole of the disc trunnion.Then take bearing bushing (424) and push it gentle overthe mounting pin on the disc trunnion. (Figure 49)

□ Move it completely on the trunnion until it stops.

□ Remove mounting pin.

□ Check if bushing moves without any rattle while turningit multiple back- and forward.

Figure 50 Assemble bearing bushing on disc trunnion byusing the mounting pin

22 2 BAX 70 en

11.2.2 Reassembly of disc

□ Make sure that the polygon shaped drive connection ofthe disc (201) is located in 12 o’clock position.

□ Take care that the O-rings (426) will not be damagedduring mounting.

□ Put disc (201) by hand or using a lifting rope gentle intothe valve body. (Figure 50)

Figure 51 Reassemble disc in valve body

□ Check that O-ring (426) and retaining ring (427) are atcorrect position at the bearing sleeve (424). Position thebearing sleeves carefully in lower bearing ring (301)(Figure 51).

Figure 52 Position bearing sleeves with O-ring and retain-ing ring in right position to lower bearing ring

□ Reassemble upper bearing ring (302) carefully by use oflifting threads (Figure 53), so the O-rings (426) of bear-ing bushings (424) are not getting crimped.

□ Put back the same upper bearing ring (302) to the valveand take care of the correct marking position.

Figure 53 Valve body with re-inserted disc and bearing ring:

Figure 54 Re-assembled disc and bearing ring

11.2.3 Re-assembly shaft and shaft sealing

□ Mount new retaining ring (407) and/or thrust bearing(404, 405) at the shaft.

□ Mount the retaining ring (407) always from lower end ofthe shaft (disc side) on the shaft in order to avoid dam-ages on the sealing surface of the shaft in the area of thesleeve (410).

Figure 55 Ready pre-assembled shaft

□ Rotate disc 180° in closed position

□ Polygon profile must be lubricated with a thin layer ofMolykote 111.

□ Push the shaft (401) with thrust bearings (404, 405),sleeve (410) into the valve. Do not apply strong forces oruse a hammer. Polygon must fit into disc with handforce only.

□ Take care for the position of the “red dot” at the shaft.This must be in line with the upside of the disc. (seeFigure 55).

Figure 56 Reassembly of shaft. Red dot on shaft facing upright like disc!

2 BAX 70 en 23

□ Be sure the graphite seal (419) of the sleeve (410) is incorrect position without the danger of getting crimped.

□ Final position of shaft with sleeve. Put ring (454) withgimbal-shaped surface towards compression ring (453)on shaft (401). Take care of correct position of pos. 454!(see also Figure 33 on page 18)

Figure 57 Final position of shaft and sleeve

11.2.4 Positioning of disc inside valve

□ Rotate the disc by turning the shaft clockwise (180°) toshow the disc in closed position.

□ “Red dot” on shaft shows in upright position. (Figure 55)

Figure 58 Insert sealing element in flange

□ Insert the sealing element (321) in the clean groove ofthe flange (Figure 58) and press it symmetrically andcarefully down in the grove. Do not use any greasehere!

□ Mount the flange (303) with the sealing element (321),but without the flange seal (pos. 304,305). Check correctmarking position between flange and body. (Note: Thisis to center the disc. Flange sealing is not yet needed!)

□ Fix the flange (303) with 2...4 screws (306) and tight thescrews at cross section to bring the flange in its finalposition. The gap between body and flange must becompletely closed.

Figure 59 4 screws

□ Turn the disc (201) with the shaft (401) multiple counter-clockwise out of seat and clockwise into the seat. Keepthe disc at the end in closed position. (Figure 59).

□ Depending on size use the special polygon nut to turnthe shaft (see chapter 5 page 10). Do not use any othersharp tool avoid damages on the polygon profile.

Figure 60 Turn disc 180° counterclockwise and back

□ Unscrew the fixing screws and carefully lift of the flange.

□ Check the gap between disc and bearing ring. It mustbe equal at all position around the circumference. (seeFigure 60)

Figure 61 Check equal gap between disc and bearing ring

□ If gap is not equal, repeat procedure. Check if bearingsleeves and O-rings are well positioned.

24 2 BAX 70 en

11.2.5 Reassemble flange

□ Mount a new o-ring (305) at the flange, it will be held atposition by a small groove. (Figure 61) Use thin layer ofgrease Molykote 111 for mounting to avoid damages onthe O-ring during assembly.

Figure 62 Position of O-ring at flange

□ Always insert a new graphite seal (304) without anydamage, cut or crimp in the clean groove of the body.

□ Check its correct position in the body before mountingthe flange.

□ Check the sealing element (321) in still in correct posi-tion in the groove. Eventually (Figure 57) press it sym-metrically and carefully down in the grove. Do not useany grease here!

□ Insert O-ring (314) in the groove on top of the insertedupper bearing ring (302).

□ Bring the flange carefully into the body. Take care formarking between body and flange. (Figure 62)

Figure 63 Flange in position - not yet tightened

□ Mount all screws (306) cross sectional in 2…3 steps anduse the correct torque value ((see chapter 11.3 at page26). Screw down the flange in its final position whilepressing the graphite sealing. (Figure 63)

Figure 64 Insert and tight all screws

□ Check if the gap between body and flange is completelyclosed. Otherwise there is a wrong positioning of theflange sealing (304 and/or 305).

11.2.6 Mounting of the bracket

The following procedure is for valves with O-ring shaft seal-ing only. For stuffing box valve see chapter 11.2.7)

□ If the valve is equipped with an ATEX contact, refer tochapter 3.4.2 on page 8.

□ Handle the bracket by hand and tight all screws withinthe right torque value (see chapter 11.3 at page 26). (seeFigure 64 and Figure 65)

Figure 65 Reassemble bracket

□ After the screws are tightened, there must be no gapbetween body and mounting flange of the bracket. Oth-erwise there is a wrong positioning of the sleeve (410) orthe graphite sealing (419)

Figure 66 Tight bracket screws crosswise

2 BAX 70 en 25

11.2.7 Mounting stuffing box and bracket

The following procedure is for valve with packing. Forvalves with O-ring shaft sealing see chapter 11.2.6)

□ If the valve is equipped with an ATEX contact, refer tochapter 3.4.2 on page 8.

□ Handle the bracket with inserted gland (Figure 30) byhand and tight all screws within the right torque value(see chapter 11.3 at page 26).

Figure 67 Mounting of bracket with inserted gland

□ Take care for the correct positioning of the bracket tothe body. (Figure 67)

□ After the screws are tightened, there must be no gapbetween body and mounting flange of the bracket. Oth-erwise there is a wrong positioning of the sleeve (410) orthe graphite sealing (419)

Figure 68 Mounted bracket with gland

□ Assemble the disc spring set on both stud bolts. Thedisc spring set contains the ring, disc springs and guidebushing. (see Figure 18 – disc spring set for life loadedpacking on page 14)

□ Assemble the ring with the smaller diameter towardsthe gland (see Figure 18 on page 14) and the discsprings according to Table 16

□ Tight the nut (455) synchronously to compress the pack-ing.

□ The packing is pre-stressed correctly, when the gapbetween guide bushing and gland is according the val-ues in Table 17.

□ The correct gap shall be controlled by using a slipgauge.

Valve size No of disc spring /

studStack

NPS DN

3, 4 80, 100 12

in series

6 150 14

8, 10 200, 250 10

in series & parallel

12, 16 300, 400 8

Table 16 Table 16 - disc spring number and stacking

Valve size Gap [mm]

NPS DN

3, 4 80, 100 1,1

6 150 1,2

8, 10 200, 250 1,3

12, 16 300, 400 1,8

Table 17 Gap for correct mounted packing

26 2 BAX 70 en

Figure 69 Detect gap for correct mounting of packing

□ Turn the disc (201) with the shaft (401) multiple in open-and closed position using a polygon nut. (see chapter 5page 10).

□ Check correct gap (Figure 69, Table 17) of the packingand adjust if necessary.

□ If the valve is equipped with an ATEX contact, refer tochapter 3.4 on page 8.

□ Close disc and store valve.

Figure 70 Ready assembled BAX valve

11.3 Tightening torques of valve screwsAllowable tightening torques for screws of the steel typeA2- 70.2 and A4-70 with metric thread according to DIN 13.The utilization is 75% of Yield strength, friction coefficient0.15 at the thread and 0,2 at the cap.

1) values correspond to 100 % of yield strength

12 Spare part definitionThe following pages define item of the BAX valve type byexplosion drawings. The drawings and tables are also validfor lug and flange type bodies. This types have identicalparts – except body (pos. 101).

The spare set definition is as follows:

Thread sizeTightening torque

Nm

M4 2.5

M6 8.6

M8 21

M10 41

M12 70

M14 110

M16 170

M18 240

M20 340

M22 460

M24 590

M27 870

M30 1200

Table 18 Tightening torques for valve screws

Spare Set No.

Naming

1 Spare parts set “Shaft Seals”

2 Spare parts set “Sealing Element”

3 Spare parts set “Complete Bearing Set” Includes set 1 + 2

4 Spare parts set “Trim” Includes set 1 + 2 + 3

5 Spare parts set “shaft seals” Includes set 4

100 Tool set for NPS 3, 4 / DN 80, 100 MA0160021

101 Tool set for NPS 6 / DN 150 MA0160022



Table 19 Spare part sets & tool sets for BAX valve

2 BAX 70 en 27

12.1 BAX_W – soft seated with stuffing box

BAX_WITEM QTY DESCRIPTION SPARE PART CATEGORY101 1 Body201 1 Disc 4 5300 1 SET Item 301 + 302 5301 1 Bearing ring302 1 Bearing ring303 1 Flange 5304 1 Seal 2 3 4 5305 1 O-ring 2 3 4 5306 Socket head screw321 1 Sealing element 2 3 4 5401 1 Shaft 4 5404 1 Thrust bearing 3 4 5405 1 Thrust bearing407 1 Retaining ring 3 4 5410 1 Sleeve419 1 Seal 1 3 4 5424 2 Bearing sleeve 3 4 5427 2 O-ring 3 4 5450 1 Gland451 1 Packing 1 3 4 5452 2 Ring 1 3 4 5453 1 Ring454 1 Ring455 2 Hexagon nut457 2 Disc spring set458 2 Stud459 1 Slide ring 1 3 4 5475 2 Seal ring 3 4 5501 1 Bracket502 Hexagon screw521 1 Contact A2, A3

BAX_6_W

521

426405

306303

304305

321302

201301

101475424

424

401

452

427

410

404

452

419

407

451455

458

457

450

454459453

502

501

475

28 2 BAX 70 en

12.2 BAX_W – no seat / step seat with stuffing box

BAX_W0

BAX_6_W0

453502

501

306303

304305

302

201

475

424

427

301101

401

426

424

475

452451452

419

458

404407405

455

410

457

450

454459

521

ITEM QTY DESCRIPTION SPARE PART CATEGORY101 1 Body201 1 Disc 4 5300 1 SET Item 301 + 302 5301 1 Bearing ring302 1 Bearing ring303 1 Flange 5304 1 Seal305 1 O-ring306 Socket head screw321 1 Sealing element401 1 Shaft 4 5404 1 Thrust bearing 3 4 5405 1 Thrust bearing407 1 Retaining ring 3 4 5410 1 Sleeve419 1 Seal 1 3 4 5424 2 Bearing sleeve 3 4 5427 2 O-ring 3 4 5450 1 Gland451 1 Packing 1 3 4 5452 2 Ring 1 3 4 5453 1 Ring454 1 Ring455 2 Hexagon nut457 2 Disc spring set458 2 Stud459 1 Slide ring 1 3 4 5475 2 Seal ring 3 4 5501 1 Bracket502 Hexagon screw521 1 Contact A2, A3

2 BAX 70 en 29

12.3 BAX_X – soft seated with O-ring

BAX_X

BAX_6_X

410470

475502

521

306

303

304

305

321302

201

301

101

475

427

424

426424

501

401

405

404

419

470

407

ITEM QTY DESCRIPTION SPARE PART CATEGORY101 1 Body201 1 Disc 4 5300 1 SET Item 301 + 302 5301 1 Bearing ring302 1 Bearing ring303 1 Flange 5304 1 Seal 2 3 4 5305 1 O-ring 2 3 4 5306 Socket head screw321 1 Sealing element 2 3 4 5401 1 Shaft 4 5404 1 Thrust bearing 3 4 5405 1 Thrust bearing407 1 Retaining ring 3 4 5410 1 Sleeve419 1 Seal 1 3 4 5424 2 Bearing sleeve 3 4 5427 2 O-ring 3 4 5470 2 O-ring 1 3 4 5475 2 Seal ring 3 4 5501 1 Bracket502 Hexagon screw521 1 Contact A2, A3

30 2 BAX 70 en

12.4 BAX_X0 – no seat / step seat with O-ring

BAX_X0ITEM QTY DESCRIPTION SPARE PART CATEGORY

101 1 Body201 1 Disc 4 5300 1 SET Item 301 + 302 5301 1 Bearing ring302 1 Bearing ring303 1 Flange 5304 1 Seal305 1 O-ring306 Socket head screw321 1 Sealing element401 1 Shaft 4 5404 1 Thrust bearing 3 4 5405 1 Thrust bearing407 1 Retaining ring 3 4 5410 1 Sleeve419 1 Seal 1 3 4 5424 2 Bearing sleeve 3 4 5426 2 O-ring 3 4 5427 2 Retaining ring 3 4 5470 2 O-ring 1 3 4 5475 2 Seal ring 3 4 5501 1 Bracket502 Hexagon screw521 1 Contact A2, A3

BAX_6_X0

405

521

470

306

303

304

305

302

201 301

475

424

426

101

426424

475

401410

501

470419404407

502

427

2 BAX 70 en 31

13 How to order – type codeStandard selection:

Standard temperature valve for PSA plants

Example for a standard BAX valve, Cl300, ATEX IIG/D category 3, wafer, standard BAX design with O-ring packing design, drive shaft with polygon profile P2.

1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12.- BA X D B1 6 06 P X - - P2

1. sign RESERVED FOR FUTURE USE-

2. sign PRODUCT SERIES

BAStandard temperature soft seated valve with single eccentric disc, double flanged, Lug or Wafer type, soft seated Mapag butterfly valve for PSA applications. BA valves are exclusively for LINDE only!

3. sign DESIGN VERSION X Version X

4. sign BODY PRESSURE RATINGD ASME class 300F ASME class 600M DIN PN40N DIN PN63

5. sign BEARING AND BODY DESIGNB1 Soft bearings. Shaft 17-4PH or equal and ATEX device for ATEX II 3 G/D c (type BAX)B2 Soft bearings. Shaft 17-4PH or equal and ATEX device for ATEX II 2 G/D c (type BAX)Y Special, to be specified

6. sign BODY CONSTRUCTION, FACE-TO-FACE LENGTH

3 Double flanged for• ASME cl.300, ASME cl. 600 (BAX) - FtF length acc. API 609 short pattern

4 Lug, Mono flange• ASME cl.300, ASME cl. 600 (BAX) - FtF length acc. Metso PFIN-3105GB

6Waferfor PN40, PN63, ASME cl.150, ASME cl.300, ASME cl. 600 - FtF length acc. Metso PFIN-3105GB

Y Special, to be specified

7. signSIZE

Note: Pressure rating = ASME –> inch sizesPressure rating = DIN –> metric sizes

Inch: 03, 04, 06, 08, 10, 12, 16Metric: 080, 100, 150, 200, 250, 300, 400

32 2 BAX 70 en

8. sign BODY & DISC MATERIAL

P

Standard version BAXBody: ASTM A352 LCB (for wafer and double flanged body design)ASTM A516 GR.70 / 1.0566 (Double certified) (for lug type)Disc: A487 gr. CA6NM / EN 1.4317 (Double certified)


9. sign SEAT & PACKING

X

For version BAXStandard operating temperature: T = -10 °C … +80 °C for permanent use.

Shaft sealing PU O-ring, Sealing Element FKM

W

For version BAXStandard operating temperature: T = -10 °C … +80 °C for permanent use.Extended temperature for short term use:

Shaft sealing PTFE Packing acc. EN15848Sealing Element FKM


10. sign SEAT TYPE- Standard soft seat for shut-off purpose

0 Control disc with No seatOnly sizes NPS 3,4,6 / DN 80,100,150

1 Control disc with Step seatOnly for size NPS 3,4,6 / DN 80,100,150


11. sign FLANGE Rating - flange face finishin marked flanges always check suitability from factory

-without sign according to valve body pressure ratingEN1092-1 B1 (Ra 3.2 - 12.5)ASME B 16.5 sizes up to 16” (Ra 3.2 - 6.3)Special, to be specified

12. sign Drive connectionP1 Polygon profile P4C 18 for valve 3” and 4” (DN80, DN100)

ForBAX valve type

only

P2 Polygon profile P4C 25 for valve 6” (DN150)P3 Polygon profile P4C 32 for valve 8” and 10” (DN 200, 250)P4 Polygon profile P4C 35 for valve 12” and 16” (DN 300, 400)

Metso Flow Control Inc.Europe, Vanha Porvoontie 229, P.O. Box 304, FI-01301 VANTAA, Finland. Tel. +358 20 483 150. Fax +358 20 483 151

Von-Holzapfel-Str. 4, 86497 Horgau, Germany, Tel. +49 (0) 8294 8695-0, fax + 49 (0) 8294 8695-4681 North America, 44 Bowditch Drive, P.O. Box 8044, Shrewsbury, MA 01545, USA. Tel. +1 508 852 0200. Fax +1 508 852 8172

South America, A v. Independéncia, 2500- Iporanga, 18087-101, Sorocaba-São Paulo, Brazil. Tel. +55 15 2102 9700. Fax +55 15 2102 9748/49Asia Pacific, 238B Thomson Road, #17-01 Novena Square Tower B, Singapore 307685. Tel. +65 6511 1011. Fax +65 6250 0830

China, 11/F, China Youth Plaza, No.19 North Rd of East 3rd Ring Rd, Chaoyang District, Beijing 100020, China. Tel. +86 10 6566 6600. Fax +86 10 6566 2583.Middle East, Roundabout 8, Unit AB-07, P.O. Box 17175, Jebel Ali Freezone, Dubai, United Arab Emirates. Tel. +971 4 883 6974. Fax +971 4 883 6836

www.metso.com/valves

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