1、 AMERICAN NATIONAL STANDARD ANSI/ISA-96.03.01-2012 Guidelines for the Specification of Heavy Duty Pneumatically Powered Quarter Turn Valve Actuators Approved 3 December 2012 ANSI/ISA-96.03-01-2012 Guidelines for the Specification of Heavy Duty Pneumatically Powered Quarter Turn Valve Actuators ISBN:
2、 978-1-937560-69-0 Copyright 2012 by ISA. All rights reserved. Not for resale. Printed in the United States of America. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means (electronic mechanical, photocopying, recording, or otherwis
3、e), without the prior written permission of the Publisher. ISA 67 Alexander Drive P.O. Box 12277 Research Triangle Park, North Carolina 27709 - 3 - ANSI/ISA-96.03-01-2012 Preface This preface, as well as all footnotes and annexes, is included for information purposes and is not part of ANSI/ISA-96.0
4、3-01-2012. This document has been prepared as part of the service of ISA towards a goal of uniformity in the field of instrumentation. To be of real value, this document should not be static but should be subject to periodic review. Toward this end, the Society welcomes all comments and criticisms a
5、nd asks that they be addressed to the Secretary, Standards and Practices Board; ISA; 67 Alexander Drive; P. O. Box 12277; Research Triangle Park, NC 27709; Telephone (919) 549-8411; Fax (919) 549-8288; E-mail: standardsisa.org. The ISA Standards and Practices Department is aware of the growing need
6、for attention to the metric system of units in general, and the International System of Units (SI) in particular, in the preparation of instrumentation standards. The Department is further aware of the benefits to USA users of ISA standards of incorporating suitable references to the SI (and the met
7、ric system) in their business and professional dealings with other countries. Toward this end, this Department will endeavor to introduce SI-acceptable metric units in all new and revised standards, recommended practices, and technical reports to the greatest extent possible. IEEE/ASTM SI 10, Americ
8、an National Standard for Metric Practice, and future revisions, will be the reference guide for definitions, symbols, abbreviations, and conversion factors. It is the policy of ISA to encourage and welcome the participation of all concerned individuals and interests in the development of ISA standar
9、ds, recommended practices, and technical reports. Participation in the ISA standards-making process by an individual in no way constitutes endorsement by the employer of that individual, of ISA, or of any of the standards, recommended practices, and technical reports that ISA develops. CAUTION ISA D
10、OES NOT TAKE ANY POSITION WITH RESPECT TO THE EXISTENCE OR VALIDITY OF ANY PATENT RIGHTS ASSERTED IN CONNECTION WITH THIS DOCUMENT, AND ISA DISCLAIMS LIABILITY FOR THE INFRINGEMENT OF ANY PATENT RESULTING FROM THE USE OF THIS DOCUMENT. USERS ARE ADVISED THAT DETERMINATION OF THE VALIDITY OF ANY PATE
11、NT RIGHTS, AND THE RISK OF INFRINGEMENT OF SUCH RIGHTS, IS ENTIRELY THEIR OWN RESPONSIBILITY. PURSUANT TO ISAS PATENT POLICY, ONE OR MORE PATENT HOLDERS OR PATENT APPLICANTS MAY HAVE DISCLOSED PATENTS THAT COULD BE INFRINGED BY USE OF THIS DOCUMENT AND EXECUTED A LETTER OF ASSURANCE COMMITTING TO TH
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15、ARDS AND PRACTICES DEPARTMENT OF THE PATENT AND ITS OWNER. ANSI/ISA-96.03-01-2012 - 4 - ADDITIONALLY, THE USE OF THIS DOCUMENT MAY INVOLVE HAZARDOUS MATERIALS, OPERATIONS OR EQUIPMENT. THE DOCUMENT CANNOT ANTICIPATE ALL POSSIBLE APPLICATIONS OR ADDRESS ALL POSSIBLE SAFETY ISSUES ASSOCIATED WITH USE
16、IN HAZARDOUS CONDITIONS. THE USER OF THIS DOCUMENT MUST EXERCISE SOUND PROFESSIONAL JUDGMENT CONCERNING ITS USE AND APPLICABILITY UNDER THE USERS PARTICULAR CIRCUMSTANCES. THE USER MUST ALSO CONSIDER THE APPLICABILITY OF ANY GOVERNMENTAL REGULATORY LIMITATIONS AND ESTABLISHED SAFETY AND HEALTH PRACT
17、ICES BEFORE IMPLEMENTING THIS DOCUMENT. THE USER OF THIS DOCUMENT SHOULD BE AWARE THAT THIS DOCUMENT MAY BE IMPACTED BY ELECTRONIC SECURITY ISSUES. THE COMMITTEE HAS NOT YET ADDRESSED THE POTENTIAL ISSUES IN THIS VERSION. The following people served as members of ISA96.03. NAME COMPANY V. Mezzano, C
18、hair Fluor Corp. G. Liu, Vice Chair Consultant W. Weidman, Managing Director WCW Consulting M. Bober Copes-Vulcan S. Boyle Metso Automation USA Inc. R. McEver Consultant A. Michelson Sunbelt Supply D. Payne Tyco Flow Control S. Richardson Kinetrol USA Inc. K. Walker Flowserve Corp-Automax F. Washbur
19、n Rotork Controls J. Young The Dow Chemical Company The following people served as members of ISA96. NAME COMPANY V. Mezzano, Chair Fluor Corp. W. Weidman, Managing Director WCW Consulting J. Au Syncrude Canada Ltd. M. Bober Copes-Vulcan S. Boyle Metso Automation USA Inc. K. Enos Koso America Inc. L
20、. Lengyel SafePlex Systems Inc. G. Liu Consultant R. Matthis AUMA Actuators Inc. R. McEver Consultant S. Meunier Velan A. Michelson Sunbelt Supply D. Payne Tyco Flow Control S. Richardson Kinetrol USA Inc. W. Stinson Stinson Valve-Actuation LLC R. Trainor Consultant F. Washburn Rotork Controls L. Wi
21、nkel Flowserve J. Young The Dow Chemical Company - 5 - ANSI/ISA-96.03-01-2012 This document was approved for publication by the ISA Standards and Practices Board on 9 November 2012. NAME AFFILIATION D. Dunn, Vice President Aramco Services Co. R. Bartusiak ExxonMobil Research the measure of a forces
22、tendency to produce torsion and rotation about an axis, equal to the vector product of the radius vector from the axis of rotation to the point of application of the force and the force vector. A turning or twisting force, usually expressed in pound-force inch (lbf in), pound-force foot (lbf ft), or
23、 Newton meter (N m). 3.3.1 break torque the torque required to initiate movement of the valve closure member (e.g. ball, disc, or plug) from closed position to open position and from open position to close position Figure 3 Scotch yoke torque characteristics - 11 - ANSI/ISA-96.03-01-2012 3.4 air sup
24、ply a suitable (preferably clean and dry) compressed gas supply to operate the actuator 3.5 sizing torques torque values, supplied by the valve manufacturer are maximums for the service conditions specified. The sizing torques are based upon a variety of factors including, but not limited to, the fo
25、llowing factors: service conditions (e.g. maximum differential shutoff pressure, fluid media, frequency of operation, etc.), valve type, and valve seating type (soft seat or metal seat). Safety factors, supplied by user, shall be applied to these values resulting in torques to be used for actuator s
26、election. The nominal torque required to cycle the valve as supplied by the valve manufacturer. This shall be based upon a variety of factors including, but not limited to, the following factors: service conditions (e.g. maximum differential shutoff pressure, fluid media, frequency of operation, etc
27、.), valve type, and valve seating type (soft seat or metal seat). 3.6 Maximum Allowable Operating Pressure (MAOP) the pressure, which an actuator will operate normally, producing torque according to the published tables and torque curves 3.7 Maximum Allowable Working Pressure (MAWP) the maximum pres
28、sure allowed at full stroke 3.8 Maximum Allowable Stem Torque (MAST) the maximum allowable torque that can be applied to specific valve stem material prior to physical permanent damage 3.9 single-acting actuator an actuator that is powered in one direction by its operating medium and, upon loss of t
29、he medium, the actuator is driven to its fail safe state by mechanical means (e.g. spring). Often referred to as a spring return unit. 3.10 double-acting actuator an actuator that is powered in either direction by its operating medium 3.11 Maximum Operating Pressure (MOP) the maximum pressure that w
30、ill be supplied to stroke an actuator (which must be compared to actuator MAOP) ANSI/ISA-96.03-01-2012 - 12 - Figure 4 Single-acting actuators - 13 - ANSI/ISA-96.03-01-2012 Figure 5 Double-acting actuators 4 Design requirements 4.1 The main components of the scotch yoke actuator are as follows: a) c
31、enter body (drive module) b) pneumatic piston cylinder c) spring canister (single acting units only) 4.2 The actuator shall have an integral, visual position indicator, showing start, intermediate, and end of travel positions. ANSI/ISA-96.03-01-2012 - 14 - 4.3 Actuators should have adjustable positi
32、on stops to limit travel (typically +/- 5 degrees at each end for a maximum total travel of 100 degrees). 4.4 Jam nuts or lock nuts shall be utilized to prevent accidental adjustment of the travel stops. 4.5 The center body (or housing) shall be of a fully enclosed design, to minimize the possibilit
33、y of injury to personnel during operation and to retain lubricant. 4.6 Spring return cartridges should be of a totally enclosed design. 4.7 Spring return models shall incorporate an inherently safe spring design that allows the actuator to be safely assembled and disassembled in the field (caution t
34、ags must be included to identify the spring enclosed mechanism). The spring return mechanism shall be designed in such a way that corrosion failure of the outer spring canister, or the bolting holding the spring casing to the center body, cannot result in “launching” the spring mechanism away from t
35、he actuator assembly. 4.8 The actuator shall be capable of being mounted and operated in any position. NOTE The user will specify actuator orientation when orientation critical control components will be furnished (i.e. filter regulator). 4.9 The output drive of the actuator can be configured to tur
36、n clockwise (CW) or counter clockwise (CCW) to close the driven device. Furthermore, if the actuator is single-acting, it can be configured to fail spring CW or CCW. The user shall specify closing direction and failure position. 4.10 Interface between the scotch yoke type actuator and the valve shal
37、l be as per ISO-5211, MSS SP-101, or manufacturer standard. 4.11 Mounted accessories may not necessarily be DIN EN ISO 5211/DIN EN 15081 (NAMUR Recommendation NE 14) compliant, but the actuator should be designed to meet NAMUR mounting dimensions where practicable. 5 Construction 5.1 Center body 5.1
38、.1 The center body shall be a totally enclosed weatherproof housing as per NEMA 4 and IP 65. 5.1.2 The center body shall incorporate a means to protect against over-pressurization due to pneumatic supply or process. Each manufacturer will have its own method for accomplishing overpressure protection
39、. 5.1.3 Center body lubrication shall be achieved by component grease coating. 5.1.4 A means to support the transverse loads of the scotch yoke mechanism shall be incorporated into the design (e.g. bearings, guide bar or other arrangements). 5.1.5 The yoke should be constructed of a high yield ducti
40、le iron or similar strength material to ensure the torque producing components are capable of withstanding the actuators MAWP. Sliding surfaces should be manufactured out of dissimilar metals or dissimilar metal hardness to prevent galling. - 15 - ANSI/ISA-96.03-01-2012 5.2 Cylinder module 5.2.1 As
41、a minimum, piston rods should be manufactured from a corrosion resistant material, treated material, or plated (e.g. electroless nickel, chromium plated alloy steel, or nitro carburizing). 5.2.2 Cylinders shall be constructed of a metallic material unless the application requires other non metallic
42、materials. 5.2.3 The inside surface of the cylinder barrel should be smooth and either manufactured from, or protected with, a corrosion resistive material. 5.2.4 If utilized, tie rods shall be either carbon or alloy steel or similar strength material to ensure the cylinders safety factor is within
43、the manufacturers requirements and is suitable for the applications environment. 5.2.5 Pistons shall be carbon steel, stainless steel, or ductile iron and incorporate a dynamic floating seal, o-ring type seal, or piston u-cup seal. 5.2.6 Cylinder end flanges/caps shall be constructed of carbon steel
44、, stainless steel, or ductile iron. Cast aluminum shall not be used. 5.2.7 All springs shall be corrosion resistant or coated for corrosion resistance. 5.2.8 Materials of construction of actuators powered by sour gas shall comply with NACE MR0175 / ISO 15156. 6 Manual overrides Jackscrew, hydraulic
45、or gearbox overrides are acceptable methods for manual operation when specified. The manufacturer is responsible to ensure that operation of either type can be accomplished safely. The user shall examine ergonomics for suitability. Hydraulic overrides are orientation specific; therefore, the manufac
46、turer must know the actuator orientation to properly configure the hydraulic override. The gearbox shall be permanently sealed against atmospheric conditions or be provided with a means for periodic lubrication. 7 Corrosion protection 7.1 Actuators shall be protected against external corrosion by pr
47、oper material selection and/or surface treatment as well as be acceptable for use in a marine environment when specified by the user. If extreme or harsh environmental service conditions exist, the user shall communicate the existence of these conditions, to enable the supplier to properly select co
48、rrosion protection. If the actuator is installed in a harsh environment that could result in possible internal corrosion, then the user should consider a closed loop air supply system that will eliminate the ingress of ambient air into the cylinder that may cause corrosion to internal parts of the a
49、ctuator. Consult the actuator manufacturer/automator before using air assist to ensure that using air pressure on the spring side will not overload the valve shaft or actuator, resulting in damage. 7.2 User shall specify environmental conditions for the proper selection of the yoke and or spring enclosure ratings (i.e. NEMA 4 or IP 65). 8 Testing 8.1 As a minimum, each pneumatic piston cylinder shall be tested for external leakage at the MAOP. No detectable leakage shall be permitted. The manufacturer shall have an acceptance test for leakage across the piston seals. ANSI/IS
