Trerice 91000 Series Mode d’emploi

Series 91000

Self-Operating Temperature Regulators

Operation, Installation & Maintenance Manual

Indicating and Non-indicating

Model 91400 Shown

Instruction Manual

IH-2

Operation, Installation & Maintenance Manual

Series 91000 ••• Self-Operating Regulators Operation, Installation & Maintenance Manual

Page 2

Principles of Operation of the Regulator 3

Identifying Your Unit

Pressure and Temperature Limits 4

Regulator – Installation 5

Sensing Bulb – Location & Installation 6

Placing Regulator into Operation & Setting Control Point 7

Routine Service 8

Stem Seal Packing 9

Checking the Regulator for Proper Action 10-11

Valve Body Assembly 12-13

Reversing the Valve Action 14-15

3-Way Regulator – Installation & Maintenance 16

Model 91600 – “Safety-Type” Installation & Maintenance 17

Typical Applications 18-19

Typical Heat Exchanger Application Using a Self-Op 2-Way Valve

Typical Heat Exchanger Application Using a Self-Op 3-Way Diverting Valve

Typical Plumbing for a Self-Op 3-Way Mixing Valve

Typical Water Application Using a Self-Operating Regulator

Typical Fuel Storage Application Using a Self-Operating Regulator

Typical Plating or Pickling Application Using a Self-Operating Regulator

Trouble-Shooting 20-21

TABLE OF CONTENTS

Series 91000 ••• Self-Operating Regulators Operation, Installation & Maintenance Manual

Page 3

PRINCIPLES OF OPERATION OF THE REGULATOR

The Trerice Series 91000 Temperature Regulator operates on the vapor pressure principle. The thermally sensitive

bulb of the instrument contains a fluid that creates a vapor which increases or decreases in pressure as the sensing

bulb temperature increases or decreases. This vapor pressure is transmitted hydraulically to the bellows which,

opposed by the adjusting (return) spring, actuates the valve controlling the flow in proportion to the sensed

temperature at the bulb. Raising or lowering the adjusting screw will change the compression of the spring against

the bellows, thus raising or lowering the control temperature. For the most sensitive operation a nominal range

should be selected that contains the desired control point in the upper 1/3 of the nominal range. The vapor pressure

response is greater per unit of temperature change in the upper portion of the nominal range. All TRERICE

temperature regulators (with the exception of the 91600 “Safety-Type”) are equipped with an over-range feature which

allows the bulb to be heated 100°F above the nominal range without damaging the temperature sensing system.

Recommended Working Span

Single Seat, In-To-Close Va l ve s

Double Seat, In-To-Close Va l ve s

Double Seat, In-To-Open Va l ve s Single Seat Dial Thermometer Range

R a n ge Code Nominal Range All 3-Way Va l ve s I n -To-Open Va l ve s (Model 91400 only)

R01* 20° to 70°F &-10° to 20°C 40° to 65°F &5° to 20°C N/A 30° to 115°F & C

R02* 40° to 90°F &5° to 30°C 65° to 85°F &20° to 30°C N/A 50° to 140°F & C

R03 30° to 115°F &0° to 45°C 85° to 110°F &30° to 45°C 50° to 80°F &10° to 25°C 30° to 115°F & C

R04 50° to 140°F &10° to 60°C 110° to 135°F &45° to 60°C 80° to 105°F &25° to 45°C 50° to 140°F & C

R05 75° to 165°F &25° to 70°C 135° to 160°F &60° to 70°C 105° to 130°F &40° to 50°C 75° to 165°F & C

R06 105° to 195°F &40° to 90°C 160° to 190°F &70° to 90°C 130° to 155°F &50° to 65°C 105° to 195°F & C

R07 125° to 215°F &55° to 100°C 190° to 210°F &90° to 100°C 155° to 180°F &65° to 80°C 125° to 215°F & C

R09 155° to 250°F &70° to 120°C 210° to 245°F &100° to 120°C 180° to 215°F &80° to 100°C 155° to 250°F & C

R10 200° to 280°F &95° to 135°C 245° to 275°F &120° to 135°C 215° to 245°F &100° to 120°C 200° to 280°F & C

R11 225° to 315°F &110° to 155°C 275° to 310°F &135° to 155°C 245° to 280°F &120° to 140°C 225° to 315°F & C

R12 255° to 370°F &125° to 185°C 305° to 365°F &155° to 185°C 275° to 335°F &135° to 165°C 255° to 370°F & C

R13 295° to 420°F &145° to 215°C 365° to 415°F &185° to 215°C 335° to 385°F &165° to 195°C 295° to 420°F & C

R14 310° to 440°F &155° to 225°C 415° to 435°F &215° to 225°C 385° to 405°F &195° to 205°C 310° to 440°F & C

*Not recommended for single seated valves.

STANDARD RANGES

91600 Safety-Type Actuators

R a n g e Nominal Range

C o d e and Recommended Working Span

R 8 1 40° to 65°F & 5° to 20°C

R82 55° to 80°F &15° to 25°C

R83 65° to 90°F &20° to 30°C

R84 80° to 110°F &25° to 40°C

R85 90° to 115°F &30° to 45°C

R86 110° to 140°F &40° to 60°C

R89 140° to 175°F &60° to 80°C

R90 170° to 195°F &80° to 90°C

R91 190° to 210°F &85° to 100°C

R92 205° to 225°F &95° to 105°C

R93 215° to 250°F &100° to 120°C

R94 230° to 265°F &110° to 130°C

R95 245° to 280°F &120° to 135°C

R96 270° to 300°F &135° to 150°C

IDENTIFYING YOUR UNIT –

91000 & 91400 Actuators

Series 91000 ••• Self-Operating Regulators Operation, Installation & Maintenance Manual

Page 4

MAXIMUM PSI DROP THRU VALVE

Models 91000 & 91400

Valve Single Seated Double Seated 3-Way Sleeve Type Safety Type

” 250 _250 100

” 140 250 250 250

1” 80 250 250 250

” 50 250 250 175

” 35 250 250 150

2” 20 250 250 100

”_65 125 _

3” _50 125 _

4” _40 125 _

5” _30 _ _

6” _25 _ _

Maximum Valve Body (Process Fluid) Temperatures

Two-way plug type valves 1/2” through 2” are rated for 410°F.

Two-way plug type valves 21/2” through 6” bodies are rated to 350°F.

Three-way sleeve type valves (all sizes) are rated to 300°F.

Pressure Limits for Temperature Sensing Bulbs

The temperature sensing bulbs on a regulator are not recommended for direct insertion into any pressurized

system. The use of a Thermowell is strongly encouraged.

Brass and Steel Thermowells are rated to 500 PSIG.

Stainless Steel Thermowells are rated to 1000 PSIG.

Model 91600

PRESSURE AND TEMPERATURE LIMITS

Maximum Static Pressure

Valve bodies in 1/2” through 2” sizes are rated for 250 PSIG max.

Valve bodies in 21/2” through 6” sizes are rated for 125 PSIG max.

Maximum Pressure Drop through the Valve

The “Pressure Drop” is the change in pressure of the process fluid as it passes through the valve.

A self-operating temperature regulator is often used on installations that at times will require a full shut

off, causing the pressure drop to equal the total inlet pressure. Therefore the inlet pressure should not

exceed the maximum pressure drops as listed in the following table.

Series 91000 ••• Self-Operating Regulators Operation, Installation & Maintenance Manual

Page 5

INSTALLATION

Deciding the LOCATION for the Regulator

The regulator should be installed in an accessible location on horizontal piping. Possible damage from moving

parts, splashing of corrosive liquids, vibration, heat, fluid pulsations, etc., should be considered in deciding the

location. Similar consideration should also be given to the connecting tubing and bulb. The tubing for the

special purpose “Small Bulb” option (9” long) should be located where the temperature is at least 20°F cooler

than the control point.

REGULATOR Installation

A strainer should be installed just ahead of the regulator to protect the valve from dirt, scale or foreign

matter which could interfere with the seating of the valve. A three valve by-pass installed around the

regulator will facilitate removal for service.

Blow out all pipe lines thoroughly to eliminate all foreign material from the system. Pipe thread compound

should be applied only on external or male pipe threads (not on the union nut threads). Install the regulator

in a vertical position with the flow direction through the valve corresponding to the flow arrow cast on the

valve body. Tighten tailpieces of unions on piping first and then tighten both valve union nuts

simultaneously.

Positioning the Indicator

The Model 91400 Self-Operating Regulator contains an integral dial thermometer that can be rotated 330°

about the vertical axis for best readability. To prevent thermal system damage, a rotation stop is built in.

If the stop prevents a proper viewing angle from being achieved, rotate the thermometer in the opposite

direction. This thermometer can also be tilted up or down for maximum readability. To tilt, loosen the

clevis screw/nut, tilt thermometer to desired angle and re-tighten the clevis screw/nut combination.

NOTE: ACTUAL BYPASS

LINE SHOULD BE LEVEL

WITH OR ABOVE

PROCESS LINE.

Series 91000 ••• Self-Operating Regulators Operation, Installation & Maintenance Manual

Page 6

SENSING BULB

SENSING BULB LOCATION

The location of the sensing bulb is important. Use of a thermowell is always recommended, especially in

pressurized systems. The bulb or thermowell must be totally immersed in an average temperature location

which is representative of the whole volume being controlled. It should not be situated near hot or cold spots,

nor near the outlet of the valve supplying the heated or chilled fluid. If the regulator is to control a corrosive

fluid the bulb or thermowell must be constructed of a compatible material. Never install the bulb with the dead

end up unless it has been specifically ordered from, and constructed by, the factory for this service.

When installed in a pipeline, continuous flow past the sensing bulb must be maintained to obtain continuous

temperature signal to the regulator. If the flow stops, the pipeline may cool or warm to local room temperature

causing false reactions from the regulating valve. On some systems this may require a small by-pass flow line

around the valve to maintain representative system temperatures at the sensing bulb.

SENSING BULB INSTALLATION

To install a union connected sensing bulb, remove the union hub or thermowell from the sensing bulb and install

this hub or thermowell into the process piping or tank. If using a thermowell, liberally coat the sensing bulb with

the heat transfer paste supplied with the thermowell. Now slip the sensing bulb through the hub or into the well

until fully seated. Tighten the coupling nut. Do not over tighten.

Never attempt to tighten, loosen or otherwise rotate the hub or thermowell with the sensing bulb installed.

Always loosen the coupling nut before rotating the hub or thermowell. This will prevent twisting and kinking of

the connecting tubing thus preventing premature failure.

Keep all bends in the tubing greater than 11/2” radius. Do not subject the tubing to repeated flexing, vibration,

heat, cutting, kinking or other abuse. Coil all excess tubing and place in a cool location. If motion or vibration

may occur, secure the tubing to the bulb mounting so all moves as one. If vibration or fluid pulsations may be

transmitted to the bulb, it must be housed in a thermowell for protection from fatigue.

Series 91000 ••• Self-Operating Regulators Operation, Installation & Maintenance Manual

Page 7

Using the supplied 1/4” rod, turn the 13/4” adjusting screw to a position on the “0 to 8” reference scale to a

position that approximately corresponds to the relative position of the desired control point within the adjustable

range. The “V” slot in the adjusting screw is intended as the index line for recording the setting number in

maintenance logs. To raise the control point, turn the adjusting screw from left to right up toward“HIGH”

marked on the reference scale. To lower the control point, turn the adjusting screw from right to left down

toward“LOW” marked on the reference scale. This adjustment must be done at system operating

pressure to balance the stem thrust load for proper regulation.

DO NOT TURN THE SMALL HEX STEM JAM NUTS.

THIS IS A CRITICAL SETTING FOR THE PROPER SEATING & STROKE OF THE REGULATOR.

PLACING THE REGULATOR INTO OPERATION AND SETTING THE CONTROL POINT

Figure 1: (Model 91000 shown)

CAUTION:

DO NOT TURN THE ADJUSTING

SCREW BELOW THE “0” MARK

When the downstream units are ready to receive flow, close the by-pass valve and open all upstream

supply valves slowly to allow gradual start-up.

Observe the controlled temperature after it stabilizes and re-adjust the adjusting screw as required to obtain

the desired control point. Initial over shooting may occur until the system approaches equilibrium. Allow

sufficient time for correction to take place after each adjustment before further changing the setting.

Be certain that all manual valves in the main flow line are fully open and not restricting the flow.

Also be sure all downstream units are passing the flow properly.

Actuator

Reference Scale

1/4” Adjusting Rod

Valve Body Assembly

Adjusting Screw

Jam Nuts

ThermowellSensing Bulb

Series 91000 ••• Self-Operating Regulators Operation, Installation & Maintenance Manual

Page 8

ROUTINE SERVICE

Since this instrument is self-contained and practically trouble free, very little maintenance is required. It is

important to keep the stem clean and free of deposits where it passes through the stem seals at the bonnet.

An occasional drop of oil on the stem will aid in eliminating mineral deposits and maintaining a free running

stem for accurate regulation. See Figure.

Figure 2

Removing any sharp mineral crystals from the stem will also reduce the chance of cutting the seal

lips and will prolong the seal life.

The packing seal is self-adjusting.

Do Not Tighten the packing nut beyond finger tight.

Leakage should never be tolerated. Any leak at bonnets, unions, plugs, etc., requires immediate

correction to avoid erosive action and serious damage or personal injury.

Series 91000 ••• Self-Operating Regulators Operation, Installation & Maintenance Manual

Page 9

STEM SEAL PACKING

The regulator uses Teflon “V” ring packing sets with stainless steel male and female adapters used as end rings,

with a stainless steel compression spring. This spring loading of the packing maintains proper compression of

the rings and also compensates for wear that occurs at the seals. No adjustment is need and the packing nut

should always be threaded all the way onto the bonnet, but only finger tight. Replacement packing sets are

available from the factory.

REPLACING Valve Stem Packing

1. Remove the valve assembly from the actuator. See section on “Removing Valve Body Assembly”.

Do not grip or scratch the polished stem surface. This polish is part of the sealing system.

2. With the valve fully closed, measure and record the location of the two stem locknuts relative to their

distance from the face of the bonnet. This dimension will be required for reassembly.

3. Loosen and remove both stem locknuts.

4. Remove the packing nut from the valve bonnet.

5. Remove all old packing, adapters and spring from the valve bonnet. One technique is to admit a small

amount of pressure into the valve body until the packing is forced out of the stuffing box. Shield the bonnet

as some spray may occur as the packing emerges.

DO NOT SCRATCH THE BORE OF THE STUFFING BOX WITH SHARP TOOLS.

6. Clean all surfaces of the stuffing box and stem. Remove all accumulations of mineral deposits or other

debris before re-building. A .4375 diameter reamer is ideal to remove deposits from the bonnet, if the

bonnet is removed from the body. A .45 diameter brass brush is often also very effective. Do not use

abrasives on the valve stem nor in the stuffing box since scratches will cause leakage. The valve stem

originally was polished to a 12 micro-inch finish and this polish should be preserved. If the stem is

corroded, worn or marred it must be replaced. See section on “Reversing Valve Action”.

7. Blow all debris from the stuffing box and the replacement packing before re-building.

PACKING MUST BE CLEAN & FREE OF FOREIGN MATERIAL.

8. Install new packing as follows:

A) – Spring

B) – Male adapter with flat side in first against spring.

C) – V rings with lips in first. (3 pieces)

“V” rings must be carefully installed over the stem threads and into

the stuffing box bore to avoid snagging of the lips on threads of

bore entrance since the clean edge on these lips is imperative for

proper sealing.

D) – Female adapter with cavity in against “V” rings and flat side out.

E) – Packing nut.

9. Tighten packing nut all the way down onto the bonnet to push all rings down into the stuffing box and to

obtain proper spring load on the assembled rings. TIGHTEN FINGER TIGHT ONLY.

10. Replace the stem locknuts and re-position and lock in place as previously measured in step 2. If this

dimension is not available, see section on “Replacing Valve Body Assembly” and use the dimension as

described in the table there

11. Re-assemble Valve Body to Actuator as shown in section titled “Replacing Valve Body Assembly”.

Series 91000 ••• Self-Operating Regulators Operation, Installation & Maintenance Manual

Page 10

CHECKING THE REGULATOR FOR PROPER ACTION

The thermal actuator will become inoperative if any leak occurs in the thermal system, allowing the pressure to

escape from the system. This will in turn cause the bellows to retract upward causing the regulator to control

as if the measured process had turned very cold. i.e. A heating valve will fully open and a cooling valve will

fully close. (See section on Model 91600 for different response of “Safety-Type” actuator.)

CAUTION:

NEVER SEPARATE YOKE FROM CAP.

Removal of the four screws can cause injury due to

the rapid expansion of pressurized bellows and captive spring tension.

INSPECTING the Actuator

On the Model 91400 the dial thermometer is an integral part of the thermal system. To check the thermal

system for action simply read the dial thermometer. If, with the valve still attached, the dial thermometer is

reading a proper temperature the actuator is good. If the dial thermometer is reading a very low temperature,

possibly completely off of and below the scale, then the thermal system is most likely dead and needs to be

replaced.

On all other model of actuators:

1. Record the current adjusting screw setting relative to the reference scale.

2. Set the adjustment screw to approximately “5” on the reference scale.

3. Remove the sensing bulb from the thermowell or process.

4. Subject the sensing bulb alternately to temperatures near the high and low limits of the nominal range of the

instrument. This nominal range can be found on a tombstone shaped aluminum tag hanging from the

tubing.

5. If stem motion up and down of over a 1/4” is observed then the actuator is good.

6. If no motion is seen, remove the actuator from the valve body. See section on “Removing Valve Body

Assembly”.

7. Repeat steps 2 – 5.

8. If no motion is seen, then the actuator is dead and needs to be replaced.

A) Obtain a replacement actuator and install onto the existing valve.

(See section on“Replacing Valve Body Assembly”)

B) Finish re-installation of actuator and set adjusting screw to previously recorded reference number.

C) Restart as if a new installation per this instruction manual.

9. If motion is seen, the actuator is good. Set adjusting screw back to recorded reference mark and then

inspect the valve for proper operation.

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