MESC ADDITIONAL REQUIREMENT

Revision: 04-Mar-2005.

SPE 77/105

Page 1 of 9.

GATE, GLOBE AND CHECK VALVES TO BS 5154

Copper alloy, flanged or threaded ends.
1.
1.1

INTRODUCTION
This specification applies to flanged and threaded gate, globe and check valves, soft
and metal seated in nominal sizes DN 8 up to and including DN 80 and pressure
designations PN 16, PN 20, class 150, PN 25, PN 32, PN 40 and class 300 in
accordance with BS 5154.

1.2

This specification gives amendments / supplements to standard BS 5154 with the

purpose of compliance with Shell Group requirements.

1.3

Clauses of BS5154 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
BS 5154.

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 (8th edition,

May-2004)

Valve inspection and testing

ASME VIII DIV.1

ASME boiler and pressure vessel code, Section VIII,

Division 1: Rules for construction of pressure vessels.

ASME B 1.20.1

Pipe threads, general purpose (inch).

ASME B 16.5

Pipe flanges and flanged fittings.

BS 5154

Specification for copper alloy globe stop and check, check

and gate valves.

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
(2003-05)

Non-electrical equipment for use in potentially

explosive atmospheres Part 5: Protection by design
safety.

European Directive:
97/23/EC

Pressure Equipment Directive (PED)

MESC ADDITIONAL REQUIREMENT

Revision: 04-Mar-2005.

SPE 77/105

Page 2 of 9.

European Directive
94/9/EC

Equipment and protective systems intended for use in

potentially explosive atmospheres.

DEP 31.38.01.11-GEN

Piping - General requirements.

AMENDMENTS TO BS 5154

3.1

GENERAL DESIGN CRITERIA

3.1.1

(7)

Pressure/temperature rating - seat

The manufacturer shall specify the rated pressures for soft seals or non-metallic seats
at temperatures above 50 degrees Celsius.

3.1.2

(9.10)

Wall thickness - body, bonnet, cover

The wall thickness shall be the result of calculations, which prove the wall thickness to
be sufficient for the appropriate class.
Calculations shall be in accordance with ASME VIII div. 1 (when applicable see para
UG-101).
However, the wall thickness shall not be less than the minimum requirement as stated
in BS 5154.

3.2

BODY

3.2.1

(12.1)

Drilling of, or pinning to, the wall of a pressure containing part, e.g. for nameplate
fixing, is not permissible where such drilling or pinning would reduce the effective
thickness below the minimum permitted value.

3.2.2

(8.1)

End flanges shall be cast or forged integral with the valve body.
Body end flanges shall be aligned to the design plane.

3.2.3

For valves executed 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 (Ref. DEP 31.38.01.11-GEN, appendix 12 table 1).
3.2.4

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.

3.2.5

(8.2.1)

Threaded ends shall be in accordance with ASME B1.20.1.

3.2.6

(9.7)

Any provision for tapping shall not be drilled or tapped unless specified otherwise.

3.3

(4.1)
(9.2)

BODY SEATS

3.3.1

(Valves DN 50 and smaller)

When specified, design details and manufacturing procedure of swaged/rolled/
pressed-in seat rings shall be submitted to the Principal for approval.

3.3.2

(Valves DN 80)
Swaged/rolled/pressed-in seat rings are not acceptable.

3.3.3

Screwed-in seat rings shall be properly secured (ref. 3.14).

MESC ADDITIONAL REQUIREMENT

Revision: 04-Mar-2005.

SPE 77/105

3.3.4

Page 3 of 9.

(Globe valve)
An integral seat ring shall be provided when the needle disk is integral with the stem.

3.4

(4.1)

BONNET (GATE AND GLOBE VALVE)

COVER (CHECK VALVE)

3.4.1

For bonnet/cover attachment by bolting, the mating flange between the body and
bonnet/cover shall be of a suitable shape to provide adequate strength.

3.4.2

Bonnet/cover flange bolting shall be of the stud or stud bolt type. Not less than four
bolts shall be used in any flange and no bolting shall be less than 10 mm (3/8 inch) in
diameter.

3.4.3

(Valves DN 40 and smaller)

The joint between body and bonnet/cover shall be of a type that confines the gasket.

3.4.4
3.5

Screwed or union bonnets/covers shall be properly secured (ref. 3.14).

(9.4)

BACK SEAT (GATE AND GLOBE VALVE)

3.5.1

Back seats shall be integral.

3.5.2

Flat seating faces are not acceptable.

3.6

(4.4)

WEDGE (GATE VALVE)

3.6.1

(9.3)

Only the plain wedge type is acceptable.

3.6.2

Wedges shall be made from one solid piece of material (mono block).

3.6.3

(Tee-slot)
Wedge-stem lugs shall be positioned such that stem engagement is only possible in
the direction of the valve axis.

3.6.4
3.7

Wedges with a button-form connection for the stem are not acceptable.
(9.3)

DISK (GLOBE VALVE)

3.7.1

Only the plug and needle type disks are acceptable. However, a flat seating surface is
acceptable in combination with soft sealing.

3.7.2

The disk shall be loosely attached to the stem to allow for proper seating, unless
specified otherwise.

3.7.3

If the disk is attached by a disk nut, the nut shall be secured to the disk (ref. 3.14).

3.8

(9.3)

DISK (CHECK VALVE - DN 50 AND LARGER)

3.8.1

The disk shall be renewable.

3.8.2

The disk shall have a flat seating surface.

3.8.3

Rolled-in facing rings are not acceptable.

MESC ADDITIONAL REQUIREMENT

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SPE 77/105

Page 4 of 9.

3.8.4

The disk shall be secured to the hinge by a nut such that it will allow for the selfseating of the disk on the body seat.
The nut shall be properly secured (ref. 3.14).

3.8.5

The angle of the seat with the vertical axis of the valve shall be minimum 5 degrees,
to prevent chatter.

3.9

(9.3)

HINGE (CHECK VALVE - DN 50 AND LARGER)

3.9.1

Hinge pin plugs shall be properly secured (ref. 3.14).

3.9.2

The thread of the hinge pin plug shall be protected from exposure to the medium.

3.10

(9.3)

PISTON (CHECK VALVE - DN 80 AND SMALLER)

3.10.1

Piston-type check valves shall have an integral or separate guide of sufficient length
to ensure effective guidance over the full length of piston travel.

3.10.2

The piston shall not be spring assisted, unless specified otherwise.

3.11

SOFT SEALING (SEATS)

3.11.1

Soft sealing rings may be placed in either the body seats or the closure member, but
the following is preferred:
Gate valve
Globe valve (flow to open)
Globe valve (flow to close)
Check valve

- in the closure member

- in the body seat
- in the closure member
- in the body seat

3.11.2

A soft sealing arrangement shall have a secondary or primary metal to metal sealing
arrangement incorporated in the design.

3.11.3

The seal rings shall be designed to withstand a minimum of 2000 cycles of operation.

3.12

YOKE (GATE AND GLOBE VALVE)

3.12.1

A screwed-on yoke shall be properly secured (ref. 3.14).

3.12.2

When a yoke bush or sleeve is retained to the yoke by means of a retaining nut, the
latter shall be secured to the yoke. If the yoke bush is a screwed-in type with collar
then the collar shall be secured.

3.13
3.13.1

(9.5)

STEM (GATE AND GLOBE VALVE)

The stem and stem head shall be of a one piece design.
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 recrystallised random grain structure free from striations inherent in rolled products.

MESC ADDITIONAL REQUIREMENT

Revision: 04-Mar-2005.

SPE 77/105

3.13.2

Page 5 of 9.

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.
The stem shall have a maximum surface roughness (RA) of 0.8 micrometer and be
free from any defects. Stem diameters shall be true cylindrical, within a tolerance of
0.05 mm. The stem shall be perfectly straight within a tolerance of 1 mm per 1000 mm
length.

3.13.3

3.13.4

(9.3)

Stem projection (rising stem)

The projection outside the yoke sleeve of the stem threads on a new closed valve
shall be as follows:
Nominal size:

Limits of stem projection:

DN 8 up to and including DN 50
DN 80

2 mm to 10 mm
3 mm to 15 mm

3.14

SECURING

3.14.1

The following methods of locking may be acceptable:

- locking ring
- retaining strip or tab
- screws with close fit thread
- spring tension pins

3.14.2

Spring tension pins are not allowed for locking of internals.

3.15

STUFFING BOX AND GLAND (GATE AND GLOBE VALVE)

3.15.1

A lantern ring or spacer is not allowed. A spacer ring at the bottom of the stuffing box
is acceptable.

3.15.2

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

3.15.3

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

3.15.4

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

3.15.5

Threaded glands, other than the union type, are not acceptable.

3.15.6

A gland with a joint face parallel to the stem centre line is not permitted.

3.15.7

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

MESC ADDITIONAL REQUIREMENT

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SPE 77/105

Page 6 of 9.

3.16

STEM PACKING AND TOLERANCES (GATE AND GLOBE VALVE)

3.16.1

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.

3.16.1

A packing set shall consist of five rings.

The maximum diametrical clearances (at maximum design temperature) between:
-The stem and stuffing box bottom bore,
-The stem and inside diameter of the gland (follower), and/or spacer ring,
shall be + 0.4 mm to + 0.8 mm.
The valve manufacturer shall determine the manufacturing tolerance by means of
calculations, taking into account material expansion at design temperature.
Packing requirements (before assembling/installation)

3.16.2

The maximum diametrical clearance shall be between:

- The stem and the inside of the packing ring(s):
- The inside diameter of the stuffing box and the outside diameter of
the packing ring:

0.2 mm
0.1 mm

Other packing arrangements and tolerances are subject to approval

by the Principal.
3.17

FIRE-TESTED OR FIRE-SAFE DESIGN

3.17.1

The following shall be understood when reference is made to a fire-tested or a firesafe design:
Fire-tested design

= a design subjected successfully to prototype fire testing.

Fire-safe design

= a design which by nature of its features/properties is

capable of passing a fire test

3.17.2

Valves need not to comply with either a fire-tested or fire-safe design.

3.17.3

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

3.18

OPERATION (GATE AND GLOBE VALVE)

3.18.1

Valves shall be hand wheel operated.

3.18.2

(9.9)

3.18.3

The maximum operating force shall not exceed 350 N.

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

3.18.4

(9.8)

A position indicator is not required.

(10)

MATERIALS

4.1

Materials for body, bonnet, cover, wedge, disk, piston, seat rings, gland, stem, hinge
pin, packing, bonnet/cover gasket and bolting shall comply with the specifications in
the relevant MESC description and/or requisition.

MESC ADDITIONAL REQUIREMENT

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SPE 77/105

Page 7 of 9.

4.2

Materials for internal retaining components shall be of a material equivalent to that of

the stem or hinge pin material.

4.3

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

4.4

The manufacturer shall list the material specifications for all valve parts.

4.5

Impregnation process of the casting materials is not acceptable.

MARKING

5.1

(12.1)

Each valve shall be marked by die stamp on one flange rim or for threaded end valves
on the body, with the identification code number as specified in the relevant MESC
description and/or requisition.

5.2

(12.2)

Identification plate marking with the applicable BS design standard is not obligatory.
However, a proper manufacturer's type or figure number must be included.

5.3

Body/bonnet/cover castings and forging shall have the charge or heat number cast or
stamped in the material.

5.4

Stamping shall be done by means of a low-stress die stamp or alternatively in a lowstress area.

5.5

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.

5.6

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.

6
6.1

(11)

INSPECTION AND TESTING

Inspection/testing and certification shall be in accordance with API 598 and BS 5154.

MESC ADDITIONAL REQUIREMENT

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SPE 77/105

6.2

6.3

Page 8 of 9.

The minimum hydrostatic and pneumatic test durations for the body test, seat test
and back seat test shall be in accordance with:
Nominal valve size:

Shell test

Seat test
metal seated

Seat test
soft seated

Back seat
test

DN 8 up to and
including DN 50

60 s.

30 s.

30 s.

30 s.

DN 80

120 s.

60 s.

60 s.

60 s.

The maximum allowable leakage rates for closure tests shall be in accordance with
API 598 table 5.

6.4

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

6.5

POTENTIALLY EXPLOSIVE ATMOSPHERES (ATEX) CERTIFICATION

6.5.1

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.

6.5.2

The manufacturer shall take appropriate measures and/or safety precautions

and controls to minimize hazards risks.

6.5.3

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.

6.5.4

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.

6.5.5

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

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

6.5.6

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

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

7.

DISCLAMERS

7.1

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.

7.2

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

7.3

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 principals representative for resolution.

MESC ADDITIONAL REQUIREMENT

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SPE 77/105

(13)

Page 9 of 9.

PAINTING, PRESERVATION SHIPPING AND STORAGE.

8.1

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.

8.2

Copper alloy valves shall not be painted or coated.

8.3

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

8.4

Prior dispatch / shipment valves shall be properly packaged to ensure protection

against ingress of moisture, rainfall, (sea) water splash and dirt.

8.5

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.