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STEEL GATE, GLOBE AND CHECK VALVES TO ISO 15761.

INTRODUCTION

(Intro- The purpose of this MESC additional requirement is to establish requirements for
duction) steel wedge gate and globe valves (both including bellows-sealed types) and check
valves in nominal sizes DN 100 and smaller, designed to ISO 15761 with flanged,
butt welding or threaded ends in carbon steel, low alloy and high alloy steels, nickel
alloy and nickel/copper alloy.

The ISO 15761 general construction and design requirements parallels those
specified in API 602.

Note: ISO-15761 supersedes BS-5352, because BS-5352 is inactive/withdrawn.

1. (1) SCOPE

1.1 This specification applies to:

-wedge gate valves, with outside screw and yoke, rising stem, bolted or welded
bonnet and bolted gland;
-wedge gate valves, with inside screw, rising stem and hand wheel, bolted or
welded bonnet and gland;
-globe valves, with outside threaded stems;
-globe valves with inside threaded stems;
-bellows stem sealed gate and globe valves and
-check valves (standard pattern and Y pattern) with disk, high lifting piston or ball
closure element.

The applicable nominal pressures are PN 20, 50, 110, 130 and 260 and equivalent
nominal class ratings 150, 300, 600, 800 and 1500.

1.2 This specification gives amendments / supplements to standard ISO 15761 with the
purpose of compliance with Shell group requirements.

1.3 Clauses of ISO 15761 which are not amended by this specification shall
remain valid as written.

1.4 This specification shall be considered to be part of the valve buying description,
when referred to in a MESC description and / or requisition.

1.5 The numbers in brackets at the section headings refer to the relevant sections in
ISO 15761.

2. (2) NORMATIVE REFERENCES

In addition to the normative references specified in ISO 15761 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 6FA Specification for fire test for valves.

API 598 (8th Valve inspection and testing

edition, May-2004)

API 602 Compact steel gate valves – flanged, threaded, welding and
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extended-body ends.

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

ASME B 16.25 Butt-welding ends.

ASME B 31.3 Process piping.

BS 6755 –2 Testing of valves, part 2: Specification for fire type testing

(withdrawn) requirements.

EN 1127-1 Potentially explosive atmospheres – Explosion

protection – Part 1: Basic concepts and methodology.

EN 12874 Flame blow-out fuses – performance requirements, test

procedure and usage restrictions.

EN 13463-1 Non-electrical equipment for use in potentially explosive

atmospheres - Part 1: Basic concepts and methodology.

PrEN 13463-5 Non-electrical equipment for use in potentially explosive

(2003-05) atmospheres – Part 5: Protection by design safety.

European Pressure Equipment Directive (PED)

Directive 97/23/EC

European Equipment and protective systems intended for use in

Directive 94/9/EC potentially explosive atmospheres.
ISO 10497 Testing of valves: fire type testing requirements.

ISO 15761 Steel gate, globe and check valves, for sizes DN100 and
(1st edition 15-12- smaller, for the petroleum and natural gas industries.
2002)

NACE MR 0175 Standard material requirements; Metals for sulphide stress

(Edition 2002) cracking and stress corrosion cracking resistance in sour
oilfield environments.

3. (3) TERMS AND DEFINITIONS

3.1. (3) See ISO 15761

4 (4) PRESSURE / TEMPERATURE RATINGS - BODY, BONNET, COVER &

(B3) BELLOWS ASSEMBLY

4.1 (4.1.1) The rating shall be calculated in accordance with the appropriate class, as specified
in ASME B16.5 or ASME B16.34 and shall fulfill the most severe design conditions.

4.2 For double seated valves which are subject to temperature changes and
consequent expansion of the medium the Principal shall specify in the purchase
order that the cavity of these valves shall be provided with a pressure relief device
(see also SPE 77/200 section 3.3.1 and SPE 77/209 section 3.4). This requirement
is to avoid excessive pressure build-up in the cavity of double seated valves, where
the medium (volatile liquid) may be trapped.
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5. (5) DESIGN

5.1 (5.1) REFERENCE DESIGN

5.1.1 (5.1.1) The design shall be based on the most unfavourable pressure/temperature rating of
the appropriate class.

5.1.2 (5.1.1) The valve body shall be designed to withstand loading, induced by the connected
piping, without distortion of the internals affecting the free movement of the closure
member and sealing performance.

5.1.3 (5.1.2) For valves made of nickel alloy, nickel / copper alloy ISO 15761 shall be guidance
for design, marking inspection and testing.

5.1.4 (5.1.2 & GATE & GLOBE VALVES WITH BELLOWS STEM SEALS
Annex B)

5.1.4.1 (B.1) The application of bellows stem seals in gate and globe valves shall be limited to a
nominal valve size of DN 100 maximum.

5.1.4.2 The valve manufacturer shall prove that the bellows of a standard bellows sealed
on/off gate valve and globe valve will exceed a minimum life time of 3000 cycles by
providing bellows fatigue testing records.

5.1.5 FIRE TESTED OR FIRE-SAFE DESIGN

5.1.5.1 Metal-seated valves shall be of a fire-safe design.

5.1.5.2 Soft seated valves shall be of a fire tested design.

NOTE: 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.

5.1.5.3 Fire testing and certification shall be in accordance with ISO 10497, taking
into account the following additional requirements:
- The flame(s) shall not be in direct contact with, or close oriented to, the
valve and temperature measuring devices.
- Number of leak tests for asymmetric valves:
- One (in the non-preferred flow direction) for valves tested at 2 barg,
- Two (in both flow directions) for valves tested at 75% of the rated
pressure

5.1.5.4 Valves, which are previously, fire tested and certified in accordance with
BS 6755 part 2 or API 6FA are acceptable.

5.1.5.5 The valve operating mechanisms shall be of a fire-safe design.

5.1.5.6 Qualification of untested similar valves of the same basic design and
construction is as per ISO 10497 fire testing requirements.

5.2 (5.2) FLOW PASSAGEWAY

5.2.1 (5.2) See ISO 15761

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5.3 (5.3) WALL THICKNESS - BODY, BONNET, BELLOWS ENCLOSURE AND COVER

5.3.1 (5.3) The wall thickness shall be calculated in accordance with ISO 15761 (or ASME VIII
division 1, UG-101 when applicable).

5.4 (5.4) VALVE BODY

(A.3)

5.4.1 (5.4.1) Forged bodies and body connectors shall be forged close to final shape.

5.4.2 Provisions for drain tapping are not allowed.

5.4.3 VALVE ENDS

5.4.3.1 (5.4.2) Valves with Socket-Welding (SW) ends shall not be used.
(tables 4, 5,
A2 & A3)

5.4.3.2 (5.4.3) Threaded ends.

(table 5)

5.4.3.2.1 Valves with threaded ends shall not be used in hydro carbon services.

5.4.3.2.2 (5.4.3.2) Threaded ends shall be in accordance with ASME B1.20.1

(table A1)

5.4.3.3 (5.4.4) Flanged ends and body-bonnet joints.

5.4.3.3.1 (5.4.4.2) End flanges or stubs of nickel alloy, nickel / copper alloy valves shall be cast or
forged integral with the body or body connector.

5.4.3.3.2 Flange calculations shall be in accordance with ASME B16.34 and ASME VIII,
division 1, appendix 2 or appendix Y as applicable.

5.4.3.3.3 (5.4.4.3 & Body end flanges shall be aligned to the design plane.
table 6)
For valves executed with flanges to ASME B16.5 the maximum difference to the
design plane (flange face misalignment) for an individual flange shall be1.8 mm / m.

5.4.3.3.4 (5.5.4) 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.

5.4.3.4 (5.4.5) Butt-welding ends

5.4.3.4.1 (5.4.5.2) The end-to-end dimensions for BW end valves are specified in the MESC buying
descriptions.

5.4.4 (5.4.6) BODY SEATS

5.4.4.1 (5.4.6.1) Integral seat rings are preferred (instead of screwed-in, rolled-in or pressed-in seat
rings).
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5.4.4.2 (5.4.6.2) If screwed-in, rolled-in or pressed-in seat rings are used they shall be properly
secured (see 5.12).

5.4.4.3 For globe valves an integral seat ring shall be used when the needle disk is integral
with the stem.

5.4.4.4 (5.7.6) BACK SEATS (FOR GATE AND GLOBE VALVES)

(5.4.6.2)

5.4.4.4.1 (5.7.6) Rolled / pressed-in or screwed-in back seat bushings are only acceptable when
(5.4.6.2) additionally secured against loosening (see 5.12).

5.5 (5.5) VALVE BONNET OR COVER

5.5.1 (5.5.1) Screwed/threaded body/cover connections shall not be used.

5.5.2 (5.5.3) Spiral wound gaskets for the body/cover connection shall be fully confined or
provided with outer/inner guide rings.

5.5.3 (5.5.5) In order to maintain a uniform pitch distance and bolt loading body / bonnet flanges
shall preferably be kept circular.
Oval flanges are only acceptable in class 150 valves.
Square flanges body-bonnet designs shall not be used.

5.6 CLOSURE MEMBERS (ORTURATORS)

5.6.1 (5.6.2) Gate valve wedge

5.6.1.1 (5.6.2.2) A gate valve wedge with a button-form connection for the stem is not acceptable.

5.6.2 (5.6.3) Globe valve disk

5.6.2.1 (5.6.3.2) The disk to stem retaining design clearances shall allow for proper seating.

5.6.2.2 (5.8.2) When the disk is attached by a disk nut the nut shall be secured to the disk
(ref. 5.12).

5.6.3 (5.6.4) Closure members of check valves (standard and Y patterns)

5.6.3.1 (5.6.4.1) The closure member in piston type check valves and ball type check valves may be
assisted by Inconel X750 springs to ensure positive shut-off at low differential
pressures and in case the process fluid is highly viscous.

5.6.3.2 (5.6.4.1) The piston of piston type check valves shall be of the high lifting design. This design
ensures that in open position of the valve, the piston is not having any effect on the
flow of the process fluid.

5.7 (5.7) STEM (FOR GATE AND GLOBE VALVES)

5.7.1 (5.7.3) Stem head:

(5.7.5) The stem head shall be forged to shape.

The stem and stem head may be machined from forged or hot drawn bars/billets,
provided manufacturer/supplier supplies proof by UT that the steel has a re-
crystallised random grain structure free from striations inherent in rolled products.
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5.7.2 The combined stresses due to side load and operating torque shall be less than the
maximum allowable stresses specified in ASME VIII div. 1.

5.7.3 (5.7.2) The design shall take into account a safety margin based on the maximum output
torque of the operating mechanism.

5.7.4 The weakest point of the stem shall always be outside the valve.

To ensure the smallest cross sectional area of the stem and stem head provide
adequate strength to operate the valve at the most severe design conditions as per
appropriate class. It shall withstand the maximum side loads and operating torque
needed to seal and to operate against the maximum class differential pressure
(applied to one or both sides of the valve, whichever case needs the highest
torque). The manufacturer shall be able to demonstrate the adequacy of the stem
design by calculations and proving stem pull tests.
These combined stresses shall not exceed the maximum allowable stresses
specified in ASME section II Part D.

5.7.5 (5.7.2) Stem sections shall be cylindrical, within a tolerance of +/- 0.05 mm length.

5.7.6 (5.7.2) The stem shall be straight within a tolerance of +/- 1 mm per 1000 mm length.

5.7.7 (5.7.3) The stem shall have a maximum surface roughness (Ra) of 0.8 micrometers and
free from any defects.

5.7.8 (5.6.2.3 & Wear travel:

Table 8) The stem projection outside the yoke sleeve of the top of the stem on a closed
valve shall be within 2 mm (minimum) and 10 mm (maximum).

5.7.9 (5.7.7) STEM RETENTION (ANTI BLOW-OUT)

5.7.9.1 (5.7.5) The anti blow-out stem/body configuration shall be capable of withstanding the full
internal pressure of the valve as per appropriate class.

5.7.9.2 The stem retainer ring or collar shall be integral with the stem.

5.7.9.3 The stem retention shall be designed as an axial bearing, unless a bearing has
been incorporated in a different manner.

5.8 (5.8) Stem nut or stem bushing.

5.8.1 (5.8) Shall be in compliance with ISO 15761

5.9 (5.9) PACKING, STUFFING BOX AND GLAND (FOR GATE AND GLOBE VALVES)
(table 10)

5.9.1 Packing.

5.9.1.1 The installed valve stuffing box packing materials for top and bottom rings
and intermediate rings shall be in compliance with the valve data/requisition
sheet and/or MESC buying specification.
The installed packing types shall comply with the requirements and
properties listed in SPE 85/200 for those packing types.
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5.9.1.2 (5.9.4) Number of packing rings per set:

- five rings for Class 150 to 800;
- six rings for Class 900 to 2500.

5.9.1.3 (5.9.4) Other stem sealing-packing arrangements, as per the manufacturers standard,
might be acceptable, provided manufacturer/supplier supplies proof of previous
approval by Shell for proposed arrangement.

5.9.2 Stuffing box packing chamber.

5.9.2.1 (table 10) The dimensions of a stuffing box shall be based on square section packing.

5.9.2.2 A spacer ring at the bottom of the stuffing box is acceptable.

5.9.2.3 A lantern ring shall not be used.

5.9.3 Gland (follower).

5.9.3.1 (5.9.3) The gland shall be adjustable.

5.9.3.2 (5.9.3) Threaded glands shall not be used.

5.9.3.3 (5.9.3) The gland (follower) shall be installed such that it passes the edge of the stuffing
box by minimum 2 mm prior to compression of the packing rings.

5.9.4 Diametrical clearances / tolerances

5.9.4.1 The manufacturer shall determine the tolerances by means of calculations, taking
into account material expansion at upper design temperature.

5.9.4.2 The maximum diametrical clearance between the stuffing box diameter and the
outside diameter of the gland (follower) and/or spacer ring shall be half the actual
diametrical clearance between the inside diameter of the gland (follower) and the
stem diameter.

5.9.4.3 (table 9) The maximum diametrical clearances between the stem and stuffing box bottom
bore and spacer ring, the stem and inside diameter of the gland (follower), shall be
0.8 mm at the upper design temperature.

5.9.4.4 (table 9) The maximum diametrical clearance between the stem and the inside of the
packing rings shall be 0.2 mm, between the inside diameter of the stuffing box and
the outside diameter of the packing ring 0.1 mm.

5.10 (ISO 10434 YOKE (FOR GATE AND GLOBE VALVES)

/ API 600
ANNEX B -
POS 24)

5.10.1 For all valve sizes the yoke shall have provisions for an extended stem.

5.10.2 A screwed-on yoke shall be properly secured (see 5.12).

5.10.3 (5.8.2) If the yoke sleeve is retained to the yoke by means of a nut, the nut shall be
secured.

5.10.4 If the yoke sleeve is a screwed-in type with collar then the collar shall be secured.
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5.11 (5.11) HAND WHEEL

5.11.1 (5.11.1) The diameter of the hand wheel shall not exceed 300 mm.

5.12 SECURING AND LOCKING

5.12.1 (5.4.6.2) Positive securing of separate removable valve parts against loosening shall
primarily be done by means of seal or tack welding.

5.12.2 When valve parts are made from different materials or when materials are non weld
able or not acceptable for welding, other methods of locking may be:
-locking ring
-retaining strips or tabs;
-screws with close fit thread.
If retaining strips or tabs are used, the strip or tab area shall not reduce the
projected valve bore with more than 5%.

5.12.3 Spring tension pins are not allowed for locking of internals.

6. (6) MATERIALS

6.1 (6.1, tables Trim materials

11 & 12)

6.1.1 (6.1.1) The trim materials to be used are specified in the MESC buying descriptions.

6.2 (6.2) Materials other than trim

(table 13)

6.2.1 All internal parts other than seals and gaskets shall be metallic.

6.2.2 Materials for internal retaining components shall be of a material equivalent to that
of the stem material.

6.2.3 Bolting and other valve components shall not be galvanized or cadmium plated.

6.2.4 The manufacturer shall list the material specifications for all valve parts.
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6.3 (6.2.3) WELDING AND HARD FACINGS

(table 11)

6.3.1 (6.2.3) All welding shall be performed in accordance with ASME B 31.3.

The manufacturer shall specify all welds that are considered part of the design of a
production part and shall also describe the requirements for the intended weld.
Post-weld heat treatment shall be in accordance with the applicable qualified WPS.
Welds may be locally post-weld heat-treated. The manufacturer shall specify
procedures for the use of local post-weld heat treatment.
The base material and weld shall retain the minimum mechanical property
requirements after post-weld heat-treatment. The manufacturer shall specify the
methods to assure these mechanical properties and record the results as part of the
PQR.
Notes:

1. Material selection and PWHT requirements should be based upon the

potential damage mechanisms anticipated or experienced in service and
the severity of the process environment, i.e. Susceptibility to:
- Sulphide Stress Corrosion (SSC) cracking
- Alkaline Stress Corrosion (ASCC) cracking
- Hydrogen blistering, Hydrogen induced cracking (HIC) and
Stress orientated hydrogen induced cracking (SOHIC)
- Carbonate cracking (as experienced in sour water)

2. Potential mechanisms are not exclusive, i.e. if there is more than one
mechanism active, the materials and PWHT requirements may have to be
combined to address the severity of more than one environment. For
example, should an application exist where a high severity for hydrogen
blistering, HIC, SOHIC and carbonate cracking are present, the
requirements for materials and PWHT shall be combined.

6.3.2 Other welding, including weld overlay and tack welding, shall be performed in
accordance with procedures, and by welders, qualified in accordance with ASME
IX. For valves of welded construction the manufacturer shall meet the additional
requirements specified by the Principal (e.g. local or national regulations).
When the MESC buying description specifies sour service the weld metal and heat
effected zone of all valve welds, including tack welds, shall satisfy the requirements
of NACE MR0175.

6.3.3 Hard facings, applied through welding, shall have a minimum finished thickness of
1.0 mm (ref. ISO 15761 section 5.4.6.1).

6.3.4 Spray and fused and D-gun deposit layers are acceptable, provided
manufacturer/supplier supplies proof of previous approval by Shell for proposed
method.

6.3.5 13 Cr and austenitic stainless steel deposit welding on carbon steel base material,
without a buffer layer, is not acceptable, unless. manufacturer/supplier supplies
proof of previous approval by Shell for proposed welding method.

6.3.6 Internal valve parts of a martensitic (13 Cr) material shall not be tack welded.
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7. (7, B8) MARKING

7.1 (7.1) Each valve shall be marked with the identification code number as specified in the
relevant MESC description. The marking shall be applied by die-stamping one
flange rim or, for welding end or threaded ends valves, the valve body.

7.2 (6.1, 7.4 & Hard-facing trim combination number (CN) shall be identified.
Table 11) For Combination Numbers not listed in tables 11 and 12 a manufacturer's code may
be used.

7.3 (7.2) Body / cover castings and forging shall have the charge or heat number and heat
treatment batch cast or stamped in the material.

7.4 (7.2) Stamping shall be done by means of a low-stress die stamp or alternatively in a
low-stress area.

7.5 (7.2.2) In case it is physically impossible to apply the required marking, it may be
acceptable to apply electrochemical etching or marking on a durable, securely
affixed metal tag.

7.6 (7) The PED replaces existing pressure equipment legislation in European countries, is
mandated by European law (European Directive: 97/23/EC).

Valves supplied to end users in European member states and countries in the
European Free Trade Association (EFTA) area shall demonstrate full compliance
with the Pressure Equipment Directive (PED) and be marked with the following 1) :
- CE marking,
- PED fluid group 2) .
- PED conformity assessment module applied.

Notes:
1. The above requirements are applicable only for valves falling in
Conformity Assessment Categories I, II, III and IV.
2. Determination of fluid group according to directive 67/548/EEC.

- Year of manufacture.
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8. (8, B5, B7) TESTING AND INSPECTION

8.1 (8.1, B7, PRESSURE TESTING

C3)

8.1.1 (8.1.1.2, For carbon steel valves and low alloy steel valves the hydrostatic test fluid shall be
B.7.3 & potable water with a chloride content of maximum 200 mg/kg. Austenitic and duplex
C.3.2.2) stainless steel valves and valves made of 9% nickel alloy shall be hydrostatic tested
with potable water with a chloride content of 50 mg/kg or less. These valves shall
be flushed with condensate or de-mineralized water (chloride content of 2 mg/kg
maximum) immediately after the hydro test. All valves shall be drained immediately
after the test and shall be thoroughly dried immediately after draining.

8.1.2 (8.1.2.3 & Minimum test duration’s for hydrostatic or pneumatic testing shall comply with:
table 14)

Nominal valve Shell body Seat test Seat test for Back seat
size DN test (8.1.2) metal seated elastomeric or test for gate
valves polymeric and globe
(table 15) seated valves. valves
(8.1.5)

Up to and 60 S 60 S 60 S 60 S
including
DN100

8.1.3 When, due to temperature change, the applied pressure changes excessively the
test duration timing shall begin after the pressure has stabilized.

8.2 (8.2) INSPECTION

8.2.1 The maximum operating forces and torque’s (BTO, RT, ETO, BTC, ETC) of metal
seated valves shall be based on a differential pressure equal to 50% of the
allowable (rated) cold working pressure of the valve body.

8.2.2 The maximum operating torque shall not exceed 350 Nm.
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8.3 POTENTIALLY EXPLOSIVE ATMOSPHERES (ATEX) CERTIFICATION

8.3.1 Regardless of whether or not a valve is used in, or in relation to, a potential
explosive environment, or not, the manufacturer is under obligation to assess
hazards of any kind which may occur through operation according to
regulations – but also through a “rationally foreseeable misuse” of his valve.

8.3.2 The manufacturer shall take appropriate measures and/or safety precautions
and controls to minimize hazards risks.

8.3.3 The manufacturer shall carry out a risk assessment in accordance with
European Council Directive 94/9/EC. The following standards may be used as
guidance: EN 1127-1, EN 12874, EN 13463-1 and PrEN 13463-5.

8.3.4 For both non-electrically operated valves and electrically operated valves all
ignition sources named in European Directive 94/9/EC shall be taken into
consideration during the risk assessment.

8.3.5 Particular attention shall be paid to the following ignition sources:

mechanically and/or electrically produced sparks, hot surfaces and
electrostatic discharge.

8.3.6 The manufacturer shall be able to provide an EC certificate demonstrating

that the valve’s Technical Construction File (TCF) is in compliance with the
requirements of European Council Directive 94/9/EC Annex VIII section 3,
module A.

9. DISCLAMERS

9.1 It is the responsibility of the manufacturer to assure that his product is fit for
purpose and fully meets the design criteria specified in the MESC buying
descriptions and MESC additional requirements specified in the purchase
order.

9.2 The manufacturer shall immediately notify the Principal in writing should any
conflict occur, error, omission or discrepancy appear in the provided
information.

9.3 In case of conflict between the drawings and/or specifications and the
industry codes and standards referenced in the purchase order the
manufacturer shall present the differences to the Principal’s representative
for resolution.
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10 (9, B9) PREPARATION FOR DESPATCH

10.1 The valve internals shall be thoroughly cleaned and dried and the surfaces shall be
free from:
- hydrostatic test fluids,
- cleaning agents,
- adhered scale, weld spatter, loose particles or fibres,
- organic substances, e.g. grease, oil, paint and sealant.

10.2 (9.3) 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.

10.3 (9.3) Carbon and low alloy steel valves shall be painted or coated in accordance with the
manufacturers standard.

10.4 (9.3) High alloy steel, nickel alloy and nickel / copper alloy valves shall not be painted,
unless otherwise stated in the project specification and/or purchase order.

10.5 (9.4) Machined and threaded surfaces shall be coated with a easily removable rust
protective fluid e.g. Shell ENSIS MD or equivalent.

10.6 (9.5) Valve body 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.

10.7 (9.8) Prior dispatch/shipment valves shall be properly packaged to ensure protection
against ingress of moisture, rainfall, (sea) water splash and dirt.