MESC ADDITIONAL REQUIREMENT Revision: 11- 06- 2001.

SPE 77/106 Page 1 of 10.

BUTTERFLY VALVES, RESILIENT LINED, S0FT SEATED, DESIGN TO API 609,

EN 593 OR MSS SP 67.
Flanged, lug style or wafer style body configuration.
Body materials: carbon steel, nodular cast iron, high alloy steel and copper alloy.

1. INTRODUCTION

1.1 SCOPE
This specification shall apply in addition to the applicable CMT/MESC buying
descriptions and referenced standards.

This specification applies to resilient lined and soft seated butterfly valves, with a
concentric or offset disc and designed to API 609, EN 593 and MSS SP 67 and
suitable for bi-directional sealing in:
- nominal sizes: DN 50 to DN 900 and
- pressure designations:
class 125, 150 and 300 and
PN 6, PN 10, PN 16, PN 20 and PN 25.
Accepted body constructions are wafer, lugged, single (mono) or double flanged.

1.2 This specification is a supplement to the design standard. The numbers in brackets
at the section headings refer to the relevant sections in API 609.

2. REFERENCES

In this specification, reference is made to the following publications:

NOTE: Unless specifically designated by date, the latest edition of each publication shall be used,
together with any amendments/supplements/revisions thereto.

API 598 Valve inspection and testing

API 609 Butterfly valves: double flanged, lug- and wafer type.

ASME B 1.1 Unified inch screw threads (UN and UNR thread form).

ASME B 16.5 Pipe flanges and flanged fittings.

ASME B 16.24 Cast copper alloy pipe flanges and flanged fittings.

ASME B 16.34 Valves; flanged, threaded and welding ends.

ASME B 16.42 Ductile iron pipe flanges and flanged fittings.

ASME B 16.47 Large diameter steel flanges NPS 26 through NPS 60.

ASME VIII div. 1 ASME boiler and pressure vessel code, Section VIII,
Division 1: Rules for construction of pressure vessels.

EN 593 Industrial valves - metallic butterfly valves.

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IEC 60534-2-2 Industrial process control valves, part 2: flow capacity,

section 2: sizing equations for compressible fluid flow
under installed conditions.

IEC 60534-2-4 Industrial process control valves, part 2: flow capacity,

section 4: inherent flow characteristics and rangeability.

IEC 60534-8-3 Industrial process control valves, part 8: noise

considerations, section 3: control valve aerodynamic noise
prediction method.

ISO 5208 Industrial valves - pressure testing of valves.

ISO 5211-1 Industrial valves - part turn valve actuator attachments,

part 1: flange dimensions.

ISO 5752 Metal valves for use in flanged pipe systems - face to face
and centre to face dimensions.

MSS SP 67. Butterfly valves.

UL 1091 Underwriters Laboratories: Standard for butterfly valves for

fire protection services.

DEP 31.38.01.11-GEN Piping - general requirements.

SPE 77/302 Materials, examination and certification requirements for

valves in general services.

SPE 77/311 Lining for valves.

3. AMENDMENTS TO THE DESIGN STANDARDS.

3.1 (3.2)
PRESSURE / TEMPERATURE RATING BODY AND COVER.

The rating shall be calculated in accordance with the appropriate class, as specified in
ASME B16.5 or ASME B16.34 and shall include vacuum service.

3.2 (3.3) PRESSURE / TEMPERATURE RATING OF SEAT / LINER.

The manufacturer shall specify the rated pressures for the seats and liner at
temperatures above:
65 degrees Celsius for rubber and/or
50 degrees Celsius for plastic.

3.3 (4.1.4) VALVE FLOW CHARACTERISTICS

The manufacturer shall calculate the CV values of the valves in fully open position in
accordance with IEC-60534-2-2, IEC-60534-2-4 (inherent flow characteristic of
butterfly valve: equal percentage) and IEC-60534-8-3 (sound level).
MESC ADDITIONAL REQUIREMENT Revision: 11- 06- 2001.
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3.4 (4.2) BODY

3.4.1 Lined butterfly valves shall be full bore, or alternatively slightly reduced, to match the
inside diameter of lined piping.
The manufacturer shall specify the minimum valve bore.

3.4.2 The body shall be able to withstand loading (moments and forces), induced by the
connected piping, without distortion of the internals affecting the free movement of the
disk and sealing performance. The manufacturer shall inform the Principal of any
limitations.

3.4.3 A one-piece body construction is preferred but a horizontal split body construction
might be used for PN 6 and PN 10 wafer style butterfly valves if accepted by the
Principal.

3.4.4 Forged bodies shall be forged close to final shape. Rolled and forged bar shall not be
used.

3.4.5 (4.2.2) Especially for wafer and lug style butterfly valves, DN 150 and larger, the design shall
be such that accurate positioning and alignment into the pipe line is practical. These
valves shall be provided with locating lugs.

3.4.6 (4.6.1) Threaded body or lug bolt holes shall be drilled and tapped in accordance with ASME
(4.6.2) B1.1 class 2B with:
- UNC thread for sizes up to and including 1 inch and
- 8 UN thread for sizes above 1 inch.

3.5 (4.2.1) WALL THICKNESS OF BODY AND COVER.

The minimum wall thickness shall be calculated in accordance with ASME B16.34.

3.6 END CONNECTIONS

3.6.1 (4.2.3) Flanges or stubs of valves made of nodular cast iron and copper alloy shall be cast or
forged integral with the valve body unless attachment by welding (including weld
details, procedures, etc.) is approved by the Principal.

3.6.2 Body end flanges or the wafer and lug style valve body shall be aligned to the design
plane.

For valves DN 600 and smaller executed as wafer and lug style and with flanges to
ASME B16.5 the maximum difference to the design plane (flange face misalignment)
for an individual flange shall be:
1.8 mm / m (see DEP 31.38.01.11-GEN, appendix 12 table 1).
For valves DN 650 and above executed with flanges to ASME B16.47 series-A the
maximum difference to the design plane (flange face misalignment) for an individual
flange shall be:
1.2 mm / m (see DEP 31.38.01.11-GEN, appendix 12 table 2).).

3.6.3 (4.3) End flange or wafer body end dimensions shall be in accordance with one of the
following standards:
Body material: Flange design / end dimensions to:
Metal ISO 5752
Carbon and high alloy steel - ASME B16.5
Nodular cast iron - ASME B16.42
Copper alloy - ASME B16.24
Flange designs / end dimensions not covered by these standards shall be in
accordance with ASME B16.47. series A or B (i.e. for nominal valve sizes DN 650 and
above).
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3.6.4 The surface finish of the nut bearing area at the back face of flanged valves shall
be parallel to the flange face within 1 degree.

3.6.5 Gasket facings shall not be interrupted by bolts or fixing screws.

3.6.6 The valve design shall incorporate the possibility of accurate positioning of the disk, so
that in case of maintenance or inspection proper valve removal from the piping system
(i.e. without damaging the disk) will be ensured. This is especially important for wafer
and lug style butterfly valves. The final disk position shall be given by the mechanical
stop of the actuator or operating device.

3.7 BODY SEATING

3.7.1 (5.2.2) The resilient seat shall ensure that contraction and expansion, due to temperature
effects, do not influence the sealing performance at any stage.

3.8 LINING

3.8.1 Only one of the following elastomeric, plastomeric or composite resilient lining
constructions shall be used:
- liner fully bonded to valve body and extending over the body end facings.
- liner fully bonded to a replaceable core (backing ring).
- removable liner provided with lips, which will fit into body grooves, and extending over
the body end facings.
- removable liner with adequate rigidity for split body valves.

3.8.2 The liner shall not bulge or extrude due to compressive forces exerted by the flange
bolts or the piping system.

3.8.3 The design shall ensure complete and proper sealing for both raised and flat face
connecting flanges.

3.8.4 The lining shall comply with the requirements of SPE 77/311.

3.8.5 The liner shall be capable of withstanding vacuum down to 100 Pa.

3.9 (4.4) DISK

3.9.1 The disk shall be capable of withstanding the maximum differential pressure, in either
flow direction, as per the appropriate pressure designation.

3.10. (4.5) STEM

3.10.1 Preferably a one piece stem design shall be used. The stem connection to the disc shall
be secured with a spline or two parallel keys plus minimum one locking pin.

A two piece stem design is only acceptable if:

- the stem diameter inside the valve is bigger than the stem diameter at the stuffing
box / bearing,
- securing is done with a spline or with two parallel keys plus one locking pin.
(the locking pin shall be properly secured against loosening).
- the bottom stem (trunnion) is properly fixed in the valve body or in the disk,
- the diameter of a bottom stem (trunnion) is equal to the diameter of the driving
stem.

3.10.2 The valve stem shall be blow-out resistant.

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3.10.3 The stem diameter shall provide adequate strength to operate the valve at the most
severe design conditions.

3.10.4 The manufacturer shall be able to prove the adequacy of the stem design by
calculations or proving tests.

3.10.5 The design (dimensions and manufacturing tolerances) of valve parts (e.g. keys, key
ways, pins and pinholes) shall take into account the maximum output torque of the
operating mechanism required to operate the valve against the maximum differential
design pressure as per appropriate class.

3.10.6 The combined stresses due to side load and operating torque shall be less than the
maximum allowable stress specified in ASME VIII div. 1.

3.10.7 The design shall take into account a safety margin and the maximum output torque of
the operating mechanism.

3.10.8 The weakest point of the stem shall be outside the valve and above the anti blow out
device.

3.10.9 In the packing area the stem shall have a surface roughness (RA) of 0.8 micrometers or
smoother.

3.10.10 Stem sections shall be cylindrical, within a tolerance of +/- 0.05 mm.

3.10.11 The stem shall be straight within a tolerance of +/- 1 mm per 1000 mm length.

3.10.12 The stem, disk and operating mechanism shall have one unique position after assembly.
Any stem extension or actuator assembly shall not influence this requirement.

3.10.13 Stem bearings shall be capable of withstanding radial forces due to the maximum
differential pressure over the disk as well as friction forces.

3.10.14 Provisions for mounting an extended stem or an actuator/gearbox shall be

incorporated in the design.

3.11 (4.5) STEM SEALING

3.11.1 Stems shall have a primary seal at the stem / disk connection and a proper seal at the
top of the stem to prevent the ingress of dirt, moist, etc.

3.11.2 Secondary stem sealing shall be independent from any sealing performance provided by
the body and disk / stem lining.

3.11.3 Gaskets.
The materials of the body/cover gasket shall be as specified in the mesc. buying
description. Normally a spiral wound, AISI 316 or AISI 316L, graphite filled gasket shall
be used. The gasket shall be confined.

Alternatively, for class 150 and 300 valves a graphite gasket with a stainless steel
tanged insert may be used.

For valves with duplex stainless steel or nickel alloy body materials gaskets containing
AISI 316 or AISI 316L materials shall not be used.
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3.12 SECURING AND LOCKING

3.12.1 To prevent loosening, due to vibration, a positive securing shall be ensured for the stem
to disk connection.

3.12.2 If valve part materials are not suitable for (tack) welding, other methods of locking may
be:
- a locking ring;
- retaining strip or tabs;
- retaining screws installed in the disk or seat seal retaining ring.

3.12.3 Spring tension pins shall not be used for locking of internals.

3.12.4 The stem retention/anti blow out device shall be designed as an axial bearing.

3.13
STUFFING BOX, SPACER RING AND GLAND

3.13.1 A spacer ring may be fitted at the bottom of the stuffing box. The hardness of the
spacer ring shall be less than that of the stem material, in order to prevent galling. The
corrosion resistance and temperature range suitability of the spacer ring material shall
be at least as good as that of the body material. The stuffing box wall shall not be
interrupted by e.g. lantern ring drillings.

3.13.2 A lantern ring shall not be fitted.

3.13.3 The bottom of the stuffing box shall be flat and not chamfered.

3.13.4 The inside of the stuffing box shall have a maximum surface roughness (RA) of 3.2
micrometers.

3.13.5 The gland follower shall be installed such that it passes the edge of the stuffing box by at
least 2 mm prior to the compression of the packing rings.

3.13.6 Threaded glands shall not be used.

3.13.7 The width of a stuffing box shall be based on square section packing with a nominal
width of 2.5 mm minimum.

3.14 (5.4) STEM PACKING AND TOLERANCES

3.14.1 The packing shall consist of pre formed compressed rings of flexible graphite.
Other stem sealing arrangements, as per manufacturers standard, are subject to
approval of the Principal.

3.14.2 The packing material shall comply with the requirements of additional requirement
SPE-77/302.

3.14.3 The number of packing rings shall be limited to five rings maximum.

3.14.4 The manufacturer shall determine the tolerances by calculations, taking into account
material expansion at design temperature.
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3.14.5 The maximum diametrical clearances (at maximum design temperature) shall be:
- 0.8 mm between the stem and stuffing box bottom bore;
- 0.8 mm between the stem and inside diameter of the gland (follower) and spacer
ring, back seat.
- 0.4 mm between the inside diameter of the stuffing box and the outside diameter
of the gland (follower) and spacer ring, back seat.
- 0.2 mm between the stem and the inside of the packing ring(s);
- 0.1 mm between the inside diameter of the stuffing box and the outside diameter of
the packing ring.

3.15 (4.1.2) FIRE-TESTED OR FIRE-SAFE DESIGN

3.15.1 The following shall be understood when reference is made to a fire-tested or a fire-safe
design:
- A fire-tested design is one which has successfully passed prototype fire testing.
- A fire-safe design is a design which by nature of its features/properties is capable
of passing a fire test.

3.15.2 Lined butterfly valves do not need to comply with neither a fire-tested nor fire-safe
design.

3.15.3 Valve operating mechanisms shall be of a fire-safe design.

3.16. ANTI-STATIC DESIGN

3.16.1 (4.9) The valves shall be anti-static. The design shall ensure electrical continuity between the
stem, disk and the body.

3.17. (4.8) OPERATION

3.17.1 (4.8.3) Operation of butterfly valves shall be clockwise to shut.

3.17.2 (4.8.2) The maximum operating force shall not exceed 350 N.

3.17.3 Provisions for mounting an extended shaft and actuator/gearbox shall be incorporated in
the design.

3.17.4 (4.8.1) Wafer and lug style butterfly valves may be operated with wrenches. The wrenches
shall be of the “lever lock” type and shall have a minimum of five intermediate positions.
The wrenches shall be fixed by bolting.

The length of the wrench shall be maximum:

- 5 times the face to face length of wafer, lug or single (mono) flanged butterfly
valves and
- 2 times the face to face length of double flanged butterfly valves.

3.17.5 The position of a wrench or indicator shall be in the direction of the pipeline when the
valve is open and perpendicular to the pipeline when the valve is closed.

3.17.6 Actuator or gear-operated valves shall have provisions for an attachment, which is in
accordance with ISO 5211-1.

3.17.7 The following soft seated butterfly valves shall be provided with a actuator/gear operator:
Designation: Nominal size:
Class 150 and PN 10 DN 250 and larger;
PN 16 DN 200 and larger
Class 300 and PN 20/25 DN 150 and larger
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3.17.8 Valves need to be capable of opening and closing against the maximum differential
pressure that can occur across valves in service and a differential pressure equal to the
maximum cold working pressure of the valves. Therefore the valve maximum operating
forces and torque’s (actuator/gearbox sizing) shall be such that its output torque is at
least 1.5 times the maximum required operating torque of the valve.

3.17.9 The gear ratio shall be for butterfly valves with nominal sizes:
- DN 200 and smaller : below 1: 225,
- DN 250 to DN 450 : below 1: 485,
- DN 450 to DN 600 : below 1: 825 and
- DN 750 to DN 900 : below 1:1300.

3.17.10 The gearbox shall be dust-proof and weather-proof and shall be filled with sufficient
lubricant of a suitable type.

3.17.11 A gearbox with an outer casing for the stem shall be provided with a position indicator.

3.17.12 (4.8.1) Gear operators shall be self locking.

3.17.14 The connection between the valve body and the actuator / gearbox shall be vented so
that any product leakage from the stem cannot penetrate into the gearbox housing.

4. (5) MATERIALS

4.1 (5) Materials are subject to approval by the Principal.

4.2 (5.3) Retaining tabs, for positive securing of screwed internals and anti static device, shall be
executed in the same or equivalent material as the valve body and shall be tack-welded
to the body.

4.3 (5.6) The material of a gearbox housing shall be nodular cast iron or equivalent to the valve
body material.

4.4 (5.4) All internal parts other than seals and gaskets shall be metallic.

4.5 (5.5) Bolting and other valve components shall not be galvanised or cadmium plated.

5. (7) MARKING

5.1 (7) Each valve shall be marked, on one flange rim or for wafer and lug style valves on the
body, with the identification code number as specified in the relevant CMT/MESC
description.

5.2 (7.1) Marking of wafer style and lug style butterfly valves shall be done on the body. Marking
of mono and double flanged butterfly valves on one flange rim.

5.3 (7.1) Markings shall include:

- identification of the body liner material,
- class rating and nominal size (marked on the valve body),
- year of manufacture (marked on the identification plate),

5.4 (7.1) Trim materials shall be identified; a manufacturer's code may be used for this.

5.5 Body castings and forging shall have the charge number or heat number and heat
treatment batch cast in or stamped on the material.
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5.6 Stamping shall be done using a low-stress die-stamp on a low-stress area.

5.7 If it is physically impossible to apply to required marking on the valve, electrochemical

etching or marking may be applied on a durable, securely affixed metal tag.

5.8 Valves supplied to end users in Austria, Belgium, Denmark, Finland, France,
Germany, Greece, Iceland, Ireland, Italy, Luxembourg, The Netherlands, Portugal,
Spain, Sweden, United kingdom), Czech republic, Norway and Switzerland shall
be affixed with the CE-mark demonstrating full compliance with the Pressure
Equipment directive (PED). The PED replaces existing pressure equipment
legislation, is mandated by European law (European Directive: 97/23/EC) and shall
be implemented not later than 29-5-2002.

The CE mark shall be affixed to each valve.

6. (6) EXAMINATION, INSPECTION AND TESTING

(6.4)

6.1. (6.3) PRODUCTION PRESSURE TEST

6.1.1 (6.3) Butterfly valves shall be pressure tested as specified in API 598 or ISO 5208.

6.1.2 Valves shall be tested in finished condition. Valves with a gear operator shall normally
be tested after assembly of the operating mechanism.

6.1.3 Lined butterfly valves might be seat tested and body tested without actuator or gear
operating mechanism fitted, subject of approval by the Principal.

6.1.4 For lined butterfly valves the hydrostatic test fluid shall be potable water with a chloride
content of maximum 200 mg/kg.

6.1.5 All valves shall be drained immediately after the test and shall be thoroughly dried
immediately after draining.

6.1.6 The seat tightness for all resilient (soft)-seated butterfly valves shall result in zero
leakage (see API 598 table 5).

6.1.7 Minimum test duration:

Nominal valve size Body test seat test

[mm]. duration [s]. duration for soft
seated valves [s]

DN 50 and below 60 30

DN 65 up to DN 200 120 30

DN 250 up to DN 450 240 60

DN 500 and above 300 90

If, due to temperature changes, the applied pressure changes excessively the test
duration shall begin after the pressure has been stabilised.
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6.1.8 Other functional testing.

The Principal might request torque (opening and closing) measurements to be
taken, with and/or without pressure differential being applied, to prove the valve
meets the requirements of chapter 3.17.

6.2 FIRE PROTECTION TESTING.

Butterfly valves employed in piping systems supplying water for fire protection
service shall comply with the UL 1091 requirements of Underwriters Laboratories
INC. and tested accordingly.

7 (8, 8.3) PAINTING, PRESERVATION, SHIPPING AND STORAGE.

7.1 Surface treatments of pressure containing valve components to prevent

corrosion during storage prior to and during manufacture with a single primer
coat (maximum 25 microns thickness) or phosphate treatment is acceptable
provided these preservations do not hide any porosity.

7.2 (8.1.2) High alloy steel, nickel alloy and nickel/copper alloy valves shall not be painted or
coated.

7.3 (8.1.2) Machined and threaded surfaces shall be coated with a easily removable rust
protective fluid e.g. Shell ENSIS MD or equivalent.

7.4 The valve shall be shipped with the closure members in a position in accordance
with the manufacturers standards.

7.5 (8.3.4) Valve ends shall be covered with close fitting protectors (e.g. plastic caps) to protect
the machined parts and prevent ingress of dirt and moisture for at least one year
when stored outside.

7.6 (8.2) Prior dispatch / shipment valves shall be properly packaged to ensure protection
against ingress of moisture, rainfall, (sea) water splash and dirt.