MSS SP-99 (10)

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Instrument

Valves

Standard Practice

Developed and Approved by the

Manufacturers Standardization Society of the

Valve and Fittings Industry, Inc.

127 Park Street, NE

Vienna, Virginia 22180

Phone: (703) 281-6613

Fax: (703) 281-6671

e-mail:

[email protected]

www.mss-hq.org

Copyright MSS

Provided by IHS under license with MSS Licensee=BP International/5928366101

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This MSS Standard Practice was developed under the consensus of the MSS Technical Committee 115 and the MSS Coordinating Committee. The content of this Standard Practice is the result of the efforts of competent and concerned volunteers to provide an effective, clear, and non-exclusive specification that will benefit the industry as a whole. This MSS Standard Practice is intended as a basis for common practice by the manufacturer, the user, and the general public. The existence of an MSS Standard Practice does not in itself preclude the manufacture, sale, or use of products not conforming to the Standard Practice. Mandatory conformance is established only by reference in a code, specification, sales contract, or public law, as applicable.

"Unless otherwise specifically noted in this MSS Standard Practice, other standards referred to herein are identified by the date of issue that was applicable to this Standard Practice at the date of issue of this Standard Practice. See Annex A. This Standard Practice shall remain silent on the applicability of those other standards of prior or subsequent dates of issue even though applicable provisions may not have changed. References contained herein which are bibliographic in nature are noted as ‘supplemental’ in the text.”

Substantive changes in this 2010 edition are “flagged” by parallel bars as shown on the margins of this paragraph. The specific detail of the change may be determined by comparing the material flagged with that in the previous edition.

Any part of this Standard Practice may be quoted. Credit lines should read `Extracted from MSS SP-99-2010 with permission of the publisher, Manufacturers Standardization Society of the Valves and Fittings Industry, Inc.'. Reproduction is prohibited under copyright convention unless written permission is granted by Manufacturers Standardization Society of the Valve and Fittings Industry Inc.

Originally Approved: July 1987 Originally Published: October 1987 Current Edition Approved: May 2010 Current Edition Published: September 2010

of the

Valve and Fittings Industry, Inc. Printed in U.S.A.

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1.1 This Standard Practice applies to small valves and manifold valves developed for and predominantly used in instrument, control and sampling piping systems. It covers steel and alloy valves of nominal pipe size (NPS) 1 and smaller, and pressure ratings of 15,000 psi and lower at 100°F. 1.2 This Standard Practice applies to instrument valve designs including, but not limited to, needle valves, packless valves, ball valves, plug valves, check valves and manifold valves. Instrument valves are generally of proprietary design; this Standard Practice is not intended to define or limit designs, construction, performance, envelope dimensions, or valve types.

1.3 The application of valve type, size, rating, materials of construction, and suitability for the service is the responsibility of the purchaser and is outside the scope of this Standard Practice.

1.4 The manufacturer shall provide pressure ratings for temperatures above 100°F. This temperature is the temperature of the pressure-containing shell of the component. In general, this temperature is the same as that of the contained fluid. Use of a pressure rating corresponding to a temperature other than that of the contained fluid is the responsibility of the user, subject to the requirements of applicable codes and regulations.

2. DEFINITIONS

2.1 General Definitions given in MSS SP-96 apply to this Standard Practice.

2.2 Instrument Valves Valves designed for use in instrument, control, and sampling piping systems, (e.g., see ASME B31.1, Article 122.3).

2.3 Instrument Piping Piping used to connect instruments to main piping or other instruments.

2.4 Control Piping Piping used to interconnect pneumatically or hydraulically operated control apparatuses, or to signal control systems.

2.5 Sampling Piping Piping used for the collection of samples (such as steam, water, oil, gas, and chemicals) from process systems. 2.6 Manifold Valve Two or more instrument valves fabricated into a single valve body.

2.7 Cold Working Pressure Rating The maximum allowable working pressure of a valve at ambient conditions (-20°F to 100F), abbreviated CWP.

2.8 Pressure Boundary Parts The following items are defined to be pressure boundary parts. Each item may not apply to all valve designs.

a) Body b) Bonnet c) Union Nut

d) Body to Bonnet Bolting e) Body Bolting

2.9 Packless Valve A valve with a diaphragm or bellows stem seal instead of a packing or O-ring seal at the stem.

3. MATERIALS

3.1 General The pressure boundary parts of the valve shall be made of the materials specified herein.

3.2 Non-pressure boundary parts (such as the stem, glands, packing nut) shall be made of materials compatible with the pressure boundary parts materials. For compression packing systems, see MSS SP-132.

INSTRUMENT VALVES

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a) Materials listed in ASME B16.34 b) Materials listed in Table 1

3.4 Material certifications shall be obtained for pressure boundary parts materials. Certifications shall include chemical analysis and mechanical properties.

3.4.1 The manufacturer shall specify minimum mechanical properties for materials ordered to specifications which do not include mechanical properties.

3.4.2 The manufacturer may specify minimum properties which are higher than those required by the ASME B16.34 specification or specifications listed in Table 1. 3.4.3 The maximum service temperature of leaded or resulfurized steels shall be as specified in the material specification or piping code, or 500F, whichever is less.

TABLE 1

Applicable Material Specifications

MATERIAL FORM _{SPECIFICATION}ASTM _{OR TYPE}GRADE

Carbon Steel

Note (a)

Bars and Shapes A108

A576 _{0.08 to 0.50}

Carbon

Forgings _NoteA108 (c)

Austenitic Stainless Steel

Note (b)

Forging Bars A314 303 _{304, 304L}

316, 316L

Bars and Shapes

A581 A582 303 A276 A580 304, 304L 316, 316 L

GENERAL NOTE: U.S. customary units in this Standard Practice are the standard and should be utilized for any referenced standards that relate to conformity with this Standard Practice.

NOTES:

(a) Leaded or resulfurized grades shall not be used where welding is required. (b) Type 303 shall not be used where welding is required.

(c) Forgings may be produced from ASTM A108, a recognized bar material.

Copyright MSS

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4.1 Valves designed in accordance with this Standard Practice shall have cold working pressure ratings established by hydrostatic proof and burst qualification tests, as specified in Section 5.

4.1.1 Hydrostatic qualification tests shall be conducted on each design and size of valve to establish the CWP rating.

4.1.2 The CWP rating of valves of identical design and size but made of different materials shall be proportional to the allowable stress of each material or may be determined by hydrostatic qualification tests on valves made of each material, at the manufacturer’s option.

4.1.3 The CWP rating of valves of identical design and size but with different end connections shall be determined by the rating of the valve or the end connection, whichever is less.

4.1.4 The CWP rating of a valve design may be established by the manufacturer at a value lower than the rating allowed by the qualification tests of Section 5. In that case the lower pressure rating may be established for a valve design and size, regardless of materials or end connections. Such reduced ratings are usually dictated by performance limitations such as operating torque, cycle life, or non-metallic component limitations. 4.1.5 Packing nut adjustment may be necessary to compensate for temperature change.

4.2 End Connections

4.2.1 Pipe Threads Tapered pipe threads shall be in accordance with one of the following:

a) ASME Bl.20.1

b) ASME B1.20.3

c) CGA V-l

4.2.2 Pipe Socket Weld Connections The socket bore diameter and depth of socket shall

be in accordance with the dimensions and tolerances of ASME B16.11.

4.2.3 Tube socket weld dimensions shall be in accordance with the manufacturer’s standard. 4.2.4 Butt weld connections for pipe shall have an end preparation in accordance with ASME B16.25.

4.2.5 Butt weld connections for tube shall be in accordance with the manufacturer’s standard.

4.2.6 Pipe or tube stub extension end connections may be socket welded or butt welded to the valve. The diameter and wall thickness shall be the manufacturer’s standard. The standard stub extension lengths are 3” or 6”, measured from the end of the valve.

4.2.7 Mechanical tube fittings shall be in accordance with the manufacturer’s design. Fittings may be machined integral with, welded to, or threaded to the valve body.

4.2.8 Weld qualifications for end

connections welded to the valve body shall be in accordance with ASME Boiler and Pressure Vessel Code, Section IX.

4.2.9 Other end connections not listed herein may be provided as agreed upon by the manufacturer and purchaser.

4.3 Direct Mounted Instrument Manifold

Gasket Groove and Flange Details The

standard groove for gaskets and minimum flange or plate thickness shall be per Figure 1. Other groove dimensions shall be considered special.

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GENERAL NOTE: Dimensions are in inches.

FIGURE 1

Direct Mounted Instrument Manifold Gasket Groove and Flange Details

Copyright MSS

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5. QUALIFICATION TESTS

5.1 General Valve designs shall be qualified by hydrostatic proof and burst tests.

5.2 Documentation Hydrostatic tests shall be conducted in accordance with the manufacturer’s written procedure. Copies of the test procedure and test reports shall be kept on file by the manufacturer.

5.3 Test Valves Hydrostatic tests conducted on pre-production prototypes shall be confirmed by tests on at least three production valves. The CWP shall be based on the lowest test pressure result of the three valves tested. 5.4 Material Properties The actual tensile and yield strength of the pressure boundary parts of the test specimens shall be obtained from heat traceable material certifications or by submitting sample material from the same lot to testing in accordance with the procedures of ASME Boiler and Pressure Vessel Code, Section VIII, Article UG-101 (J). 5.5 Proof Test Procedure

5.5.1 Each test valve shall pass a hydrostatic shell proof test in accordance with the following minimum requirements:

a) Fluid: Water or hydraulic oil b) Temperature: 50°F to 125°F

c) Pressure: Two times the CWP rating d) Time: One minute, minimum, at proof

pressure

e) Position: Placed in all positions capable of subjecting pressure boundary components to internal pressure

5.5.2 There shall be no visible leakage during the proof test at, any pressure containing part, joint, or seal.

5.5.3 The stem packing may be adjusted during the proof test to stop leakage. No other adjustments are permitted on any other pressure boundary joints or seals.

5.6 Burst Test Procedure

5.6.1 Each test valve shall be

hydrostatically shell tested to failure by rupture. The hydrostatic pressure at which rupture occurs shall be recorded. The same valves used for the proof test shall be used for the burst test.

5.6.2 Leakage is permitted at the valve packing, gaskets, and pressure retaining joints during the burst test, at pressures above the proof pressure.

5.6.3 If the hydrostatic test is stopped before rupture occurs, the highest sustained pressure attained shall be considered the burst pressure for that valve.

5.7 Pressure Rating Determination The CWP rating shall be less than or equal to the pressure determined from the burst pressure as follows:

P  0.25 B Tm/Ta

Where:

P = CWP Rating

B = The lowest burst test pressure recorded for three specimens tested Ta = Actual tensile strength of the test

specimen

Tm = Specified minimum tensile strength

of the material

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Each production valve shall pass a seat leakage test and a shell test.

6.1 The standard test methods shall be the liquid or gas test methods described herein. Either method may be used.

6.1.1 Liquid tests shall meet the following minimum requirements:

a) Fluid: Water or other liquid of similar or lower viscosity

b) Pressure: 1.1 times the CWP Rating minimum for seat tests; 1.5 times the CWP Rating minimum for shell tests c) Temperature: 50°F to 125°F

d) Time: 15 seconds

e) Acceptance Criteria: No visible leakage

6.1.2 Gas tests shall meet the following minimum requirements:

a) Gas: Air, nitrogen, or other gas of similar or lower viscosity

b) Pressure: 80 psi, minimum, for both shell and seat tests

c) Time: 15 seconds

d) Acceptance Criteria: No visible leakage when immersed in water or coated with a leak detection solution 6.2 Alternative Test Methods: Other leakage test methods may be used provided that the manufacturer demonstrates they are equal in sensitivity to the standard liquid or gas tests specified herein.

7. MARKING

7.1 Each valve shall be marked in accordance with MSS SP-25 with at least the following:

a) Manufacturer’s identification b) Flow direction (if applicable) c) Manufacturer’s model number d) Material grade (unless coded in

model number)

7.2 Additional markings may be applied in accordance with MSS SP-25.

Copyright MSS

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ANNEX A

Referenced Standards and Applicable Dates

This Annex is an integral part of this Standard Practice and is placed after the main text for convenience.

Standard Name Description ASME; ANSI/ASME

B1.20.1-1983 (R2006) Pipe Threads, General Purpose, Inch

B1.20.3-1976 (R2008) Dryseal Pipe Threads, Inch

B16.11-2009 Forged Fittings, Socket-Welding and Threaded

B16.25-2007 Buttwelding Ends

B16.34-2009 Valves Flanged, Threaded and Welding End

B31.1-2007 Power Piping

BPVC-VIII, Div.1-2007 Boiler and Pressure Vessel Code, Section VIII, Division 1, Rules for Construction of Pressure Vessels

BPVC-IX-2007 Boiler and Pressure Vessel Code, Section IX, Welding and Brazing

Qualifications

ASTM Standard Specification for:

A108-07 Steel Bar, Carbon and Alloy, Cold-Finished

A276-08a Stainless Steel Bars and Shapes

A314-08 Stainless Steel Billets and Bars for Forging

A576-90b(2006) Steel Bars, Carbon, Hot-Wrought, Special Quality

A580/A580M-08 Stainless Steel Wire

A581/A581M-95b(2009) Free-Machining Stainless Steel Wire and Wire Rods

A582/A582M-05 Free-Machining Stainless Steel Bars

CGA

CGA V-1-2005 Standard for Compressed Gas Cylinder Valve Outlet and Inlet Connections;

includes AMD 1

MSS

MSS-SP-25-2008 Standard Marking System for Valves, Fittings, Flanges and Unions

MSS-SP-96-2001 (R 2005) Guidelines on Terminology for Valves and Fittings

MSS SP-132-2010 Compression Packing Systems for Instrument Valves

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ANNEX A

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Referenced Standards and Applicable Dates

This Annex is an integral part of this Standard Practice and is placed after the main text for convenience. Publications of the following organizations appear on the previous page:

ANSI American National Standards Institute, Inc.

25 West 42nd Street, Fourth Floor New York, NY 10036-7406

ASME American Society of Mechanical Engineers

Three Park Avenue

New York, NY 10016-5990

ASTM ASTM International

100 Barr Harbor Drive, P.O. Box C700 West Conshocken, PA 19428-2959

CGA Compressed Gas Association

4221 Walney Road, Fifth Floor Chantilly, VA 20151-2923

MSS Manufacturers Standardization Society of the Valve and Fittings Industry, Inc. 127 Park Street, N.E.

Vienna, VA 22180-4602

Copyright MSS

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--```,,,`,,,``,,`,``,,```,,`,`,,-`-`,,`,,`,`,,`---SP-6-2007 Standard Finishes for Contact Faces of Pipe Flanges and Connecting-End Flanges of Valves and Fittings SP-9-2008 Spot Facing for Bronze, Iron and Steel Flanges

SP-25-2008 Standard Marking System for Valves, Fittings, Flanges, and Unions

SP-42-2009 Corrosion Resistant Gate, Globe, Angle and Check Valves with Flanged and Butt Weld Ends (Classes 150, 300 & 600) SP-43-2008 Wrought and Fabricated Butt-Welding Fittings for Low Pressure, Corrosion Resistant Applications (Incl. 2010 Errata Sheet) SP-44-2010 Steel Pipeline Flanges

SP-45-2003 (R 2008) Bypass and Drain Connections

SP-51-2007 Class 150LW Corrosion Resistant Flanges and Cast Flanged Fittings

SP-53-1999 (R 2007) Quality Standard for Steel Castings and Forgings for Valves, Flanges, and Fittings and Other Piping Components - Magnetic Particle

Examination Method

SP-54-1999 (R 2007) Quality Standard for Steel Castings and Forgings for Valves, Flanges, and Fittings and Other Piping Components - Radiographic Examination Method

SP-55-2006 Quality Standard for Steel Castings for Valves, Flanges, Fittings, and Other Piping Components - Visual Method for Evaluation of

Surface Irregularities

SP-58-2009 Pipe Hangers and Supports - Materials, Design, Manufacture, Selection, Application, and Installation (incorporates content of SP-69, 77*, 89*, and 90*) SP-60-2004 Connecting Flange Joint Between Tapping Sleeves and Tapping Valves

SP-61-2009 Pressure Testing of Valves

SP-65-2008 High Pressure Chemical Industry Flanges and Threaded Stubs for Use with Lens Gaskets SP-67-2002a Butterfly Valves

SP-68-1997 (R 2004) High Pressure Butterfly Valves with Offset Design

SP-69-2003 Pipe Hangers and Supports - Selection and Application (ANSI-approved American National Standard) SP-70-2006 Gray Iron Gate Valves Flanged and Threaded Ends

SP-71-2005 Gray Iron Swing Check Valves, Flanged and Threaded Ends SP-72-2010 Ball Valves with Flanged or Butt-Welding Ends for General Service SP-75-2008 Specification for High-Test, Wrought, Butt-Welding Fittings SP-78-2005a Gray Iron Plug Valves Flanged and Threaded Ends SP-79-2009 Socket Welding Reducer Inserts

SP-80-2008 Bronze Gate, Globe, Angle, and Check Valves SP-81-2006a Stainless Steel, Bonnetless, Flanged Knife Gate Valves SP-83-2006 Class 3000 Steel Pipe Unions Socket Welding and Threaded SP-85-2010 Gray Iron Globe & Angle Valves Flanged and Threaded Ends

SP-86-2009 Guidelines for Metric Data in Standards for Valves, Flanges, Fittings, and Actuators

SP-88-2010 Diaphragm Valves

SP-91-2009 Guidelines for Manual Operation of Valves SP-92-1999 MSS Valve User Guide

SP-93-2008 Quality Standard for Steel Castings and Forgings for Valves, Flanges, Fittings, and Other Piping Components - Liquid Penetrant

Examination Method

SP-94-2008 Quality Standard for Ferritic and Martensitic Steel Castings for Valves, Flanges, Fittings, and Other Piping Components - Ultrasonic

Examination Method

SP-95-2006 Swage(d) Nipples and Bull Plugs

SP-96-2001 (R 2005) Guidelines on Terminology for Valves and Fittings

SP-97-2006 Integrally Reinforced Forged Branch Outlet Fittings - Socket Welding, Threaded, and Buttwelding Ends SP-98-2001 (R 2005) Protective Coatings for the Interior of Valves, Hydrants, and Fittings

SP-99-2010 Instrument Valves

SP-100-2009 Qualification Requirements for Elastomer Diaphragms for Nuclear Service Diaphragm Valves

SP-101-1989 (R 2001) Part-Turn Valve Actuator Attachment - Flange and Driving Component Dimensions and Performance Characteristics SP-102-1989 (R 2001) Multi-Turn Valve Actuator Attachment - Flange and Driving Component Dimensions and Performance Characteristics SP-104-2003 Wrought Copper Solder Joint Pressure Fittings

SP-105-2010 Instrument Valves for Code Applications

SP-106-2003 Cast Copper Alloy Flanges and Flanged Fittings Class 125, 150 and 300 SP-108-2002 Resilient-Seated Cast-Iron Eccentric Plug Valves

SP-109-1997 (R 2006) Welded Fabricated Copper Solder Joint Pressure Fittings

SP-110-2010 Ball Valves Threaded, Socket-Welding, Solder Joint, Grooved and Flared Ends SP-111-2001 (R 2005) Gray-Iron and Ductile-Iron Tapping Sleeves

SP-112-1999 (R 2004) Quality Standard for Evaluation of Cast Surface Finishes - Visual and Tactile Method. This SP must be used with a 10-surface, three dimensional Cast Surface Comparator, which is a necessary part of the standard. Additional Comparators available separately. SP-113-2001 (R 2007) Connecting Joint between Tapping Machines and Tapping Valves

SP-114-2007 Corrosion Resistant Pipe Fittings Threaded and Socket Welding Class 150 and 1000 SP-115-2010 Excess Flow Valves, 1 1/4 NPS and Smaller, for Fuel Gas Service

SP-116-2003 Service-Line Valves and Fittings for Drinking Water Systems SP-117-2006 Bellows Seals for Globe and Gate Valves

SP-118-2007 Compact Steel Globe & Check Valves - Flanged, Flangeless, Threaded & Welding Ends (Chemical & Petroleum Refinery Service) SP-119-2010 Factory-Made Wrought Belled End Pipe Fittings for Socket-Welding

SP-120-2006 Flexible Graphite Packing System for Rising Stem Steel Valves - Design Requirements SP-121-2006 Qualification Testing Methods for Stem Packing for Rising Stem Steel Valves SP-122-2005 Plastic Industrial Ball Valves

SP-123-1998 (R 2006) Non-Ferrous Threaded and Solder-Joint Unions for Use with Copper Water Tube SP-124-2001 Fabricated Tapping Sleeves

SP-125-2010 Gray Iron and Ductile Iron In-Line, Spring-Loaded, Center-Guided Check Valves SP-126-2007 Steel In-Line Spring-Assisted Center Guided Check Valves

SP-127-2001 Bracing for Piping Systems Seismic-Wind-Dynamic Design, Selection, Application SP-128-2006 Ductile Iron Gate Valves

SP-129-2003 (R 2007) Copper-Nickel Socket-Welding Fittings and Unions SP-130-2003 Bellows Seals for Instrument Valves

SP-131-2010 Metallic Manually Operated Gas Distribution Valves SP-132-2010 Compression Packing Systems for Instrument Valves SP-133-2010 Excess Flow Valves for Low Pressure Fuel Gas Appliances

SP-134-2010 Valves for Cryogenic Service Including Requirements for Body/Bonnet Extensions SP-135-2010 High Pressure Knife Gate Valves

SP-136-2007 Ductile Iron Swing Check Valves

SP-137-2007 Quality Standard for Positive Material Identification of Metal Valves, Flanges, Fittings, and Other Piping Components SP-138-2009 Quality Standard Practice for Oxygen Cleaning of Valves & Fittings

SP-139-2010 Copper Alloy Gate, Globe, Angle, and Check Valves for Low Pressure/Low Temperature Plumbing Applications

(R YEAR) Indicates year standard reaffirmed without substantive changes  Price List Available Upon Request

* SP-77, 89, and 90 have been withdrawn effective 8/23/2010; however, the contents of these SPs are now part of newly revised SP-58-2009.

MSS is an ANSI-accredited American National Standards developer. A number of former MSS Standard Practices have been adopted and published by other developers as American National Standards. In order to maintain a single source of authoritative information, MSS has withdrawn its Standard Practices in such cases.

Manufacturers Standardization Society of the Valve and Fittings Industry, Inc.

127 Park Street, N.E., Vienna, VA 22180-4620 • (703) 281-6613 • Fax # (703) 281-6671

MSS SP-99 (10)

Instrument

Valves

Standard Practice

Developed and Approved by the

Manufacturers Standardization Society of the

Valve and Fittings Industry, Inc.

127 Park Street, NE

Vienna, Virginia 22180

Phone: (703) 281-6613

Fax: (703) 281-6671

e-mail:

[email protected]

www.mss-hq.org

TABLE OF CONTENTS

INSTRUMENT VALVES

TABLE 1

Applicable Material Specifications

FIGURE 1

Direct Mounted Instrument Manifold Gasket Groove and Flange Details

ANNEX A

Referenced Standards and Applicable Dates

ANNEX A