Valve Automation

Michael McQuade Product Manager Shafer Dantorque Bettis Elecrtric

Manufacturing Facilities

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Shafer Applications

Pi*elines
+ Natural ,as -ransmission Pi*elines + Crude .il Pi*elines + /efined Products *i*elines

.ffshore Platforms
+ -ight S*ace 0**lications

1igh -orque 0**lications

+ 2arge 3alves + Metal to Metal Seated 3alves + 1igh Pressure 3alves& 0NS4 %)$$& 0NS4 )$$

Su5sea 3alve 0**lications

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Shafer Products

1igh Pressure 0ctuator

+ 17draulic Po8ered 0ctuators + ,as .ver .il& 17draulic Po8ered 0ctuators

Com*lete 17draulic Control Panels 17draulic Po8er 9nits

+ Central 17draulic S7stems + Electro"h7draulic Po8er Pac:s

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Valve Automation Pipeline Actuator Types

/otar7 3ane + ,as .ver .il /otar7 3ane + Electro 17draulic or 17draulic Scotch ;o:e + ,as .ver .il Scotch ;o:e + Electro 17draulic or 17draulic Scotch ;o:e + 1igh Pressure Direct ,as Scotch ;o:e + 2o8 Pressure Pneumatic

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Rotary Vane On Gas Pipeline

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Rotary Vane Actuator

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Rotary Vane Actuator

Hydraulic
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Gas Over Oil

Actuator Size and

eight

Most Com*act 0ctuator 0vaila5le

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Rotary Vane ! Gas Over Oil

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"#$ ! #%%&

ith '" ( )# RV ! *G+

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Rotary Vane Tor,ue Output

17draulic Pressure is Directed to -he 3ane Surfaces Pressure > 3ane 0rea ? -orque .ut*ut

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Principle Of Operation

Closing Port

.*ening Port

Closing Port

.*ening Port

Closing Port

.*ening Port

SEQUENCE 1
4n this first sequence the actuator is in the o*en *osition@ -he h7draulic fluid is not under *ressure and there is no rotational motion@

SEQUENCE 2
4n this sequence the actuator is rotating cloc:8ise to8ard the closed *osition@ -o close a valve& high *ressure h7draulic fluid is let in to the closing *ort@ Pressure equaliAing *assages allo8 5oth closing quadrants to 5e *ressuriAed simultaneousl7@ 4n this manner the actuator *roduces *erfectl7 5alanced torque as the vanes are *ushed a8a7 from the stationar7 shoes@

SEQUENCE 3
.nce the actuator has reached the desired *osition& h7draulic *ressure is nutraliAed through the actuator controls

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Gas Over Oil Principle Of Operation

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Rotary Vane On Gas Pipeline

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The +oncept Of One Moving Part

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The Genius Of One Moving Part

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0n 4deal -orque Cou*le

Rotary Vane +onstruction

Rotor Bore & Key Vane Sea Rotor Bushing

Shoe Sea Rotor Body Vane !d"usta# e Sto$

Lower Head
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Rotary Vane - .esign Features

Design life of )$ 7ears

+ %$ ;ear Barrant7

No 4nternal Po8er 2oss

+ No Conversion of Motion from 2inear to /otar7 + No Side 2oading on Bearings is Produced

.nl7 Balanced -orque is Produced

+ No Potential to Place Side 2oading on the 3alve Stem

Ma>@ /ated Pressure ? Ma>@ .*erating Pressure

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Side /oading
TORQUE COMPONENT
F

SIDE LOADING COMPONENT

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Scotch 0o1e Actuator

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2alanced Tor,ue

F
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+apa3ilities

Produces 0ll -he -orque 0ll -he -ime

+ Constant torque out*ut + Safet7 factor is never Ceo*ardiAed

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Rotary Vane Tor,ue Output

!/tuator 0or1ue 2ut$ut

1%

2%

3%

&%

'%

(%

)%

*%

+%

,egrees o- Va .e Rotation

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Scotch 0o1e Actuator

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Scotch 0o1e Actuator

Tor,ue Output 4,uation

0or1ue 2ut$ut E1uation

0or1ue 2ut$ut 4 L C2S % 3 C2S %

L
Brea5 0or1ue

Length o- 6o7ent !r7 8er$indi/u ar 3or/e on 6o7ent !r7

D D

4 &'

3 L

%
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4%

Run 0or1ue

Tor,ue +omparison +hart

''% '%%
S/ot/h <o5e 0or1ue 2ut$ut

&'%
0or1ue 9in/h:$ounds; 9thousands;

&%% 3'% 3%% 2'% 2%% 1'% 1%% % ' 1' 2' 3' &' '' (' )' *' +%
C osed 2$en

Va .e Ste7 Rotation 9,egrees;

Tor,ue +omparison +hart

Va .e= &2> (%%? Ca7eron Ba :: Line 8ressure= &%% $si 97ini7u7;

''%
)2@ SA3A '&'B(%%

'%% &'%
0or1ue 9in/h:$ounds; 9thousands;

'(@ SA3A

S/ot/h <o5e 0or1ue 2ut$ut Va .e 0or1ue Re1uire7ents VS Va .e Ste7 Rotation

1'@ SA3A

&%% 3'%
31(B*%%

3%% 2'% 2%% 1'% 1%% %

2$en
1&'B2%%

2$erator Run 0or1ue 2)2B*%%

'

1'

2'

3'

&'

''

('

)'

*' +%
C osed

Va .e Ste7 Rotation 9,egrees;

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5nder a Pipeline Rupture +ondition

Changes in Flo8 D7namics Cause the 3alveEs /un -orque Profile to Change -he 1igher the Pi*eline Pressure the ,reater the 4m*act on the 3alveEs /un -orque Profile

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Tor,ue +omparison +hart

Va .e= &2> (%%? Ca7eron Ba :: Line 8ressure= &%% $si 97ini7u7;

''%
)2@ SA3A '&'B(%%

'%% &'%
0or1ue 9in/h:$ounds; 9thousands;

'(@ SA3A

S/ot/h <o5e 0or1ue 2ut$ut Va .e 0or1ue Re1uire7ents VS Va .e Ste7 Rotation

1'@ SA3A

&%% 3'%
31(B*%%

3%% 2'% 2%% 1'% 1%% %

2$en
1&'B2%%

2$erator Run 0or1ue 2)2B*%%

'

1'

2'

3'

&'

''

('

)'

*' +%
C osed

Va .e Ste7 Rotation 9,egrees;

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+apa3ilities

-orque .ut*ut /angeF %&$$$ to 6 Million inch" *ounds G%%' to 6!!&=$! N"mH Po8er Su**l7 Pressure /angeF %$$ to '&$$$ *si G6@= to $6@< 5arsH 17draulic& gasIh7draulic 0m5ient tem*erature /angeF " $JF to )$JF G" =JC to % %JCH Std@ "!6JF to )$JF G"6$JC to % %JCH .*t@

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Applications

Best Suited 0**lications

+ Ball valves& *lug valves " quarter turn + -he higher the torque the 5etter + Dou5le acting " full o*en& full close + Critical a**lications " ESD + Frequent or infrequent o*erations

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Applications

Best Suited 0**lications

+ -ransmission *i*elines + 1igh vi5ration a**lications + 2imited s*ace a**lications + 1igh s*eed a**lications + Su5sea a**lications

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+anted Scotch 0o1e

.PEN P.S4-4.N C2.SED P.S4-4.N

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+anted Scotch 0o1e

@) @( @' @ @% @$ %@= %@< %@! %@6 %@) %@( %@' %@ %@% %$
o

@) @( @' @ @% @$ %@= %@< %@! %@6 %@) %@( %@' %@ %@% $

o

'$

($

)$

6$

!$

<$

=$ .PEN

0N,920/ P.S4-4.N C2.SED .9-P9- -./Q9E C9/3E& /E20-ED -. C0N-ED SC.-C1";.KE MEC10N4SM .9-P9- -./Q9E C9/3E& /E20-ED -. S;MME-/4C SC.-C1";.KE MEC10N4SM
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Value Specification Statements Minimum Num5er of Moving Parts Balanced -orque .ut*ut Bith No 4nternal Side 2oading or Po8er 05sor*tion %$ ;ear Barrant7 No Change in -orque .ut*ut .ver Full /otation Ma>imum .*erating Pressure Must Equal Ma>imum /ated Pressure

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Actuator Sizing
Natural ,as Pi*eline 0**lications

hat 0ou

ere Taught

ECterna 8ower Su$$ y 6ini7u7 8ressure 6aCi7u7 8ressure

3L2D

Po8er to the actuator does not come from the *i*eline Most difficult actuator siAing caseF
+ 0t the minimum su**l7 *ressure + 0t the ma>imum differential *ressure

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Gas Pipeline Applications

3L2D

6ini7u7 8 6aCi7u7 8

Po8er *ressure for the actuator comes from the *i*eline Po8er *ressure E differential *ressure Most difficult actuator siAing caseF
+ 0t the minimum *i*eline *ressure

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Rotary Vane Actuator

-orque Factor L Pressure ? -orque .ut*ut 0ctuator SiAe )L' -orque Factor %$ in l5s *si

-orque .ut*ut 0t )$$ *si %$ in l5sI*si L )$$ *si ? )$$$ in l5s

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Valve Tor,ue Re,uirements

Straight line 0ctuator
E U QR 20

8RESSURE

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Valve Tor,ue Re,uirements

Straight line equation
E U QR 20
1%%%

8RESSURE

E>am*le /equired -orque ? %$$$ M ($ L N P

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Valve Tor,ue Re,uirements

0ctuator
E U QR 20
1%%%

8F8ELFNE 8RESSURE

0ctuator Po8er From -he Pi*eline

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Rotary Vane Actuator

-orque .ut*ut O -orque /equirement L Safet7 Factor -F L P O G%$$$ M ($ PH L %@) -F O G%$$$ M ($ PH L %@) P E>am*leF Minimum Pi*eline Pressure ? )$$ *si -F O 6' in l5sI*si 2oo: 0t Data Sheets 0ctuator SiAe = L ! Confirm 3alve Stem Diameter
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6nformation *eeded
4s Po8er Source -o 0ctuator From -he Pi*elineP <ES -orque at the 7in *i*eline *ressure Min *i*eline *ressure N2 -orque at the 7aC *i*eline *ressure Min su**l7 *ressure

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Shafer Poppet 2loc1

CLO SE OPEN
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POW ER

EXHAUST

Shafer Poppet 2loc1

Features
+ Provides selective directional control + 0llo8s over $$$ control a**lications + 2ocal manual or remote o*eration + Com*act design " com*letel7 manifolded + Bu55le tight n7lon *o**et design + /ated for '$$$ *si

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Shafer Poppet 2loc1

Features
+ Built in strainers " '%6 S@S@
Q Po8er filter " %($ micron& Pilot filter " ) micron

+ Built in e>haust chec: valve + Eas7 and ine>*ensive to overhaul + Made of corrosion resistant materials
Q Bod7 " 1ard anodiAed aircraft grade aluminum Q -rim " '%6 stainless steel

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Reducer 7 .rain Assem3ly

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Gas Over Oil vs 8igh Pressure .irect Gas

Shafer /otar7 3ane Bettis Canada ,1 Series vs Bettis 1igh Pressure Direct ,as ,-D

Gas Over Oil Actuator

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Gas Over Oil Principle Of Operation

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2ettis GT. 8igh Pressure .irect Gas Actuator

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2ettis GT. 8igh Pressure .irect Gas Actuator

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.irect Gas Scotch 0o1e Actuator

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8igh Pressure .irect Gas Actuator Myth ! This 6s *e9 Technology

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Advantages Of Gas Over Oil Systems vs .irect Gas Actuators

Safet7 Prevents 4nternal Contamination Prevents 4nternal Corrosion 2u5ricates and E>tends Seal 2ife

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Safety

Com*ressi5le ,as Never Enters -he 0ctuator ,as 4s 0l8a7s Contained Bithin 0 Certified GR9S Stam*edH Pressure 3essel

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Gas Over Oil Principle Of Operation

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ASM4 *ameplate

*ational 2oard Of 2oiler and Pressure Vessel 6nspectors NAT'L BD 28613 CERTIFIED BY U SHAFER VALVE CO. PSI AT 250 MAWP 1480 F W MDMT !20 F AT 1480 PSI HT S"N U!12345 RT!1 YEAR 1###

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.irect Gas Scotch 0o1e Actuator

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Prevents +ontamination

Bater 0nd Contaminants Bill Not Enter -he 0ctuator Prevents Moisture 0nd Condensation From Collecting 4n -he 2o8est Part .f -he 0ctuator FreeAing .f 0ccumulated 2iquid 4s Not 0 Potential Pro5lem

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Reducer 7 .rain Assem3ly

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Prevents 6nternal +orrosion

17draulic Fluid 4s -he .nl7 Medium -hat Enters -he 0ctuator 4nternal Metal Surfaces 0re Protected From Corrosion /otor& C7linder Balls and Seals 0re Never E>*osed -o Pi*eline ,as

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.irect Gas Actuator

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/u3ricates And 4:tends Seal /ife

Seals 0re Constantl7 Bathed 4n 17draulic Fluid 4mmersed Moving Parts 0re 0l8a7s 2u5ricated

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Valve Positioning System

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+over of +ompetitor;s 2rochure - )<<"

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=entuc1y 5tilities - Today

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8ydraulic Po9er 5nits

Performance Solutions for Severe Service 0**lications

6ntroduction

-he su5Cect is 17draulic Po8er 9nits 8hich are used as the *o8er source to shut do8n critical *rocesses@ -he to*ic is maCor *erformance concerns in ESD a**lications@ -he *ur*ose to to *resent engineered solutions to these common *erformance concerns@

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Severe Service Applications

1aAardous 2ocations 1ostile Environments

+ .ffshore Platforms + 3aults + Desert + Bor: Barge + Mining

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4mergency Shutdo9n Function

1P9 must 5e ca*a5le of shutting do8n the *rocess Gi@e@ closing valvesH u*on loss of electrical *o8er@ 1P9 must have a sufficient amount of h7draulic fluid that can 5e delivered to the valve actuators at the right *ressure@

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/arge Size 8P5

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Medium Size 8P5

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Small Size 8P5

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.iesel Po9ered Pumping 5nit

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+ritical Performance +oncern

Does the 1P9 s7stem have enough stored fluid volume and *ressure for a com*lete *rocess shutdo8nP

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+ommercial 8P5

M
82DER 2FL

RE0URN 2FL

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4ngineered Solution

-hermal volume motor control

+ 4nsures that accumulators are full + 05sor5s volume changes in h7draulic fluid + /educes recharge time

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Thermal Volume Motor +ontrol

!//u7u ator

0her7a Vo u7e 6otor Contro 8iston G Rod

8ower 6otor Start G Sto$ Swit/h Hydrau i/ 8u7$

M

Su/tion

6otor

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+ritical Performance +oncern

Clean h7draulic fluid is essential for the function of control instruments 8ith small orifices@ 4s the h7draulic fluid contaminated or laden 8ith moistureP

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+ommercial 8P5

M
82DER 2FL

RE0URN 2FL

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+ommercial 8P5

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8P5 for 4S. Applications

CUS026ER NF0R2HEN 3FLL C2NNEC0F2N

CUS026ER 82DER 2FL C2NNEC0F2N CUS026ER RE0URN 2FL C2NNEC0F2N

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Medium Size 8P5

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4ngineered Solution

PressuriAed reservoir
+ -he reservoir has no 5reather and the entire 1P9 is a com*letel7 closed s7stem@ + 4ngress of moisture and contaminants is highl7 unli:el7@ + -he closed s7stem is ideal for 5iodegrada5le h7draulic fluids@ + 0 *ressuriAed reservoir 8ill assist *um* suction@

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+ritical Performance +oncern

Do 7ou have the flo8 ca*acit7 to stro:e multi*le valve actuators in order to shut do8n the *rocess in timeP

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4ngineered Solution

9se satellite accumulators at the locations of greatest flo8 demand@ 9se *iston t7*e accumulators 8ith a common head *ressure@

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Satellite Accumulator S1id

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/arge Size 8P5

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+ritical Performance +oncern

4s the 1P9 shutdo8n s7stem going to *erform on the coldest da7 of the 7earP Cold tem*erature has a negative im*act on flo8& volume and *ressure@

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4ngineered Solution

Design the 1P9 s7stem for tem*erature com*ensation@ ;our design calculations should solve for the required volume of the nitrogen *ressure head@ 0ll other calculation *arameters are :no8n and are a function of the valve actuator requirements@

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Temperature +ompensation 81 V1 01
4

82 V2 02

V1 + Solve equation for total required nitrogen volume 81 + Kno8n ma>imum 1P9 s7stem *ressure 01 + Ma>imum am5ient tem*erature 82 + Kno8n minimum 1P9 s7stem *ressure V2 + 3% M :no8n accumulator volume 02 + Minimum am5ient tem*erature

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Summary

1o*efull7 7ou can see the 5enefit of the *resented design considerations@ None of them are *ro*rietar7@ 0n7 questionsP

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