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					    Toledo                                                 Site Technical Practices                                                             EP 5-3-23
    Refinery

                                                                  Valve Packing
                                                                                                                                               Page 1 of 19
                                                          October 2013                Revision 0.1


                                                           TABLE OF CONTENTS
1.0     SCOPE ....................................................................................................................................................... 2
2.0     REFERENCES ........................................................................................................................................... 2
3.0     DEFINITIONS ............................................................................................................................................. 2
4.0     VENDOR PROPRIETARY PACKING QUALIFICATION .......................................................................... 2
5.0     VALVE PACKING REQUIREMENTS ........................................................................................................ 4
6.0     VALVE PACKING INSTALLATION PROCEDURE .................................................................................. 6
  6.1     GENERAL .............................................................................................................................................. 6
  6.2     PACKING REMOVAL ............................................................................................................................ 6
  6.3     CLEANING AND MECHANICAL INSPECTION .................................................................................... 6
  6.4     VALVE DIAMETRICAL CLEARANCES, FINISHES, AND TOLERANCES .........................................6
  6.5     PACKING INSTALLATION .................................................................................................................... 6
  6.6     INSTALLATION OF THE GARLOCK STYLE #9000 EVSP SIMPLIFIED SET ....................................8
  6.7     LIVE LOADING INSTALLATION ........................................................................................................... 9
7.0     TABLES ...................................................................................................................................................10
8.0     FIGURES ..................................................................................................................................................14
9.0     REVISION LOG ........................................................................................................................................19




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      Toledo                             Site Technical Practices                                 EP 5-3-23
      Refinery

                                              Valve Packing
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                                         October 2013      Revision 0.1


1.0       SCOPE
1.1       This Practice covers packing materials; design and installation for block and globe valves. Packing
          materials for cyclic reformer motor operated valves and control valves are covered in EP 5-3-13 and
          EP 5-3-17, respectively.
1.2       Two types of valve packing may be used for block and globe valves:
          1) Vendor proprietary packing qualified per Section 4.0.
          2) Proven low emission packing (from tests and field experience) detailed in Section 5.0.
1.3       Any deviation from this Practice must be approved by the procedure described in EP 1-1-3.
1.4       An asterisk (*) indicates that a decision by the Owner’s Engineer or Owner is required, or that
          additional information is furnished by the Purchaser.
1.5       A revision bar indicates all changes made to this Revision.

2.0       REFERENCES
          The latest edition of the following standards and publications are referred to herein
                                   STANDARDS AND PUBLICATIONS

           Site Technical Practices
           EP 1–1–3          Deviations to Site Technical Practices
           EP 5–3–13         Cyclic Reformer Motor Operated Valves
           EP 5–3–17         Control Valves, Actuators and Accessories
           Environmental Protection Agency

           Method 21         Determination of Volatile Organic Compound Leaks


3.0       DEFINITIONS
3.1       Manufacturer - The recipient of a direct or indirect purchase order for materials and/or equipment. In
          this context, a direct order is one issued to a manufacturer by a contractor or the Owner. An indirect
          order is one issued to a manufacturer by a vendor (recipient of a direct order) for materials,
          fabricated components, or subassemblies.
3.2       Owner - The Toledo Refinery.
3.3       Owner’s Engineer - A Toledo Refinery appointed engineer.
3.4       Purchaser - The party placing a direct purchase order. The purchaser is the Owner’s designated
          representative.

4.0       VENDOR PROPRIETARY PACKING QUALIFICATION
4.1       All packing sets which do not meet the valve packing requirements stated in Section 5.0 shall be
          qualified per this section.
4.2       Alternative performance testing procedures may be accepted if approved by the Owner’s Engineer
          and all the requirements of section 4.6 are met.
4.3       Packing Performance Test Procedure for Low Cycle Packing
4.3.1     STEP 1 Install packing set using the recommended field installation procedure.



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      Refinery

                                             Valve Packing
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4.3.2     STEP 2 Bolt Torque and Stem Friction
          1) Record bolt torque and yoke gap.
          2) Determine % compression.
          3) Actuate stem through 5 cycles, recording actuation force values on the 1st and 5th cycles.
4.3.3     STEP 3 Pressurize system to 500 psig with Helium.
4.3.4     STEP 4 Fugitive Emission Measurement
          1) Measure emission level using EPA Method 21 and Organic Vapor Analyzer (ex. Mark Products
             9822).
                   • If < 500 ppm achieved, record bolt torque and yoke gap.
                   • If bolt torque > 95 ft-lbs, terminate test and proceed to Step 7.
          2) If leakage > 500 ppm, re–torque until either < 500 ppm is achieved or bolt torque > 95 ft-lbs
             (mark such adjustment with an asterisk on line graph).
4.3.5     STEP 5 Bring system temperature up to 750°F and perform Step 4.
4.3.6     STEP 6 Cycle the valve (open-to-closed-to-open) and perform Step 4 every 100 cycles until one of
          the following is met:
          1) 1000 cycles are achieved, terminate test and proceed to Step 7.
          2) If a sixth adjustment is required, terminate test record the number of cycles at which the sixth
               adjustment is required, and proceed to Step 7.
4.3.7     Step 7 Remove system pressure and allow system temperature to cool. Once at ambient
          temperature, remove packing set as recommended. Record observations on packing condition and
          the condition of the sealing surfaces for debris build–up, wear, etc.
4.4       Packing Performance Test Procedure for High Cycle Packing
4.4.1     STEP 1 Install packing set using the recommended field installation procedure.
4.4.2     STEP 2 Bolt Torque and Stem Friction
          1) Record bolt torque and yoke gap.
          2) Determine % compression.
          3) Actuate stem through 5 cycles, recording actuation force values on the 1st and 5th cycles.
4.4.3     STEP 3 Pressurize system to 500 psi with Helium.
4.4.4     STEP 4 Fugitive Emission Measurement
          1) Measure emission level using EPA Method 21 and an Organic Vapor Analyzer (ex. Mark
             Products 9822).
          2) If leakage > 500 ppm, re–torque until either < 500 ppm is achieved or bolt torque > 95 ft-lbs
             (mark such adjustment with an asterisk on line graph).
                   • If < 500 ppm achieved, record bolt torque and yoke gap.
                   • If bolt torque > 95 ft-lbs, terminate test and proceed to Step 7.
4.4.5     STEP 5 Bring system temperature up to 750°F and perform Step 4.
4.4.6     STEP 6 Cycle the valve (open–to–closed–to–open) and perform Step 4 every 250 cycles until one of
          the following is met:
          1) An additional 1000 cycles are achieved, proceed to Step 7.
          2) A sixth adjustment is required, terminate test, record the number of cycles at which the sixth
               adjustment is required, and proceed to Step 9.
4.4.7     STEP 7 Remove system pressure and temperature. Allow system to cool to ambient temperature.
          Apply pressure to the system and perform Step 4.




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        Toledo                             Site Technical Practices                                   EP 5-3-23
        Refinery

                                                Valve Packing
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4.4.8       STEP 8 Bring system temperature up to 750°F and perform Step 6. If a total of 5,000 cycles have
            been achieve, proceed to Step 9.
4.4.9       STEP 9 Remove system pressure and allow system temperature to cool. Once at ambient
            temperature, remove packing set as recommended. Record observations on packing condition and
            the condition of the sealing surfaces for debris build–up, wear, etc.
4.5         All packing sets must pass the External Leakage criteria of the current edition of API 607 Fire Test.
4.6         Packing Qualification Test Report Requirements
4.6.1       Packing material data sheets which include: manufacturer, ring density, graphite purity, leachable
            chlorides, etc.
4.6.2       Figure showing the packing set layout and details.
4.6.3       Recommended packing installation procedure used for test.
4.6.4       Schematic of the performance test apparatus including: test valve condition (stem finish, size, and
            manufacturer), OVA model sensitivity, absence of wind, etc.
4.6.5       Line graph showing the leakage rate (ppm) versus the number of cycles and the stem friction (lbs)
            versus cycles on the same graph.
4.6.6       Schematic of the fire test apparatus including: test valve (class, size, and manufacturer), location of
            calorimeter blocks and flame thermocouples, etc.
4.6.7       API 607 Fire Test report stipulating the measured flame and valve temperatures, leakage rates, and
            cooling rate.

5.0         VALVE PACKING REQUIREMENTS
5.1         (*) Valve packing materials and design shall be in accordance with Table 1. Alternative packing
            materials and systems must meet the requirements of Section 4.0.
5.2         The interlaced braided carbon yarn and flexible graphite rings, used in the Graphite Packing System
            (see Figures 1, 2, 3 , and 4 ), shall meet the following requirements:
5.2.1       The rings shall be endless. Split rings can be used for field installations with the approval of the
            Owner’s Engineer.
5.2.2       The rings shall contain no asbestos.
5.2.3       The leachable chloride content of the rings shall be limited to 100 ppm maximum.
5.2.4       The total sulfur in the rings shall be limited to 1000 ppm maximum.
5.2.5       (*) A zinc powder coating shall be applied to all rings to provide a corrosion inhibitor system.
            Alternative corrosion inhibiting systems are subject to the approval of the Owner’s Engineer.
5.3         (*) In addition to the requirements of the previous paragraph, the graphite die formed rings used in
            the Graphite Packing System shall be made from flexible 95% pure carbon graphite with no binders,
            lubricators or additives. Certified tests showing the carbon assay of the graphite die formed rings
            shall be made available to the Owner’s Engineer for review or request. After die–forming, the rings
            shall have a normal density of 70 lbs/cu. ft. to 90 lbs/cu. ft.
5.4         Spool rope packing may be used for emergency field installations when standard die–formed rings
            cannot be obtained in the time required, with approval of the Owner’s Engineer. Only Garlock 1303
            is acceptable.




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        Refinery

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5.5         For parallel double disc (expanding) type gate valves and slab type gate valves, self-energizing stem
            seals are preferred to packed glands if operating temperatures allow.
5.6         If the stem seal comprises energized lip seals or O-rings, the design shall incorporate a scraper ring
            to prevent ingress of debris.
5.7         (*) Lantern rings shall not be provided except when specified and approved by the Owner’s
            Engineer. If lantern rings are used, the packing shall be divided so that the principal seal is made by
            the lower set with a reduced quantity of packing (no more than three rings including the braided end
            rings) above the lantern ring sealing the leak-off chamber. Lantern ring requirement shall comply
            with the bushing requirements in the paragraph below.
5.8         Bushings used to fill the stuffing box to enable the use of the five ring combination packing set for
            gate and globe valves, see Figures 1 and 3, shall meet the following requirements.
5.8.1       For valves installed in a vertical or near vertical position, or for valves where stem galling is not a
            concern, the bushing shall be fabricated from the same material as the valve trim.
5.8.2       The following bushing materials shall be used for valves with a stem configuration which may result
            in galling damage if the stem makes contact with the bushing. Contact of the valve stem and
            bushing can occur from deflection due to stem weight, stem bowing, or if the stem is not positioned
            in the center of the stuffing box by its backseat.
            1) Nitronic - 60 stainless steel bushings, or
            2) Carbon bushings. Note that carbon bushings need to be checked and replaced, if necessary,
                 each time the valve is repacked. Bushings should last the life of the valve.
5.8.3       Machining tolerances for bushings shall be as follows. These tolerances ensure that the bushing will
            be “OD centered”, and that the bushing inside diameter will not make contact with the stem.
            1) Bushing inside diameter: nominal stem OD +.020/+.015 inches.
            2) Bushing outside diameter: nominal stuffing box bore OD -.005/-.010 inches.
5.8.4       All bushings shall be split axially. The top and bottom surfaces of each bushing half shall be drilled
            and tapped.
5.8.5       Bushing lengths longer than three cross–sections shall be cut into sections to facilitate installation
            into the valve stuffing box. Sectioning of bushings into a length equal to approximately two bushing
            cross sections is recommended.
5.9         Live loading of valve stem packing glands should be considered for tough sealing services in which
            the valve sees many thermal and/or mechanical cycles which cause consolidation and extrusion of
            the packing material. Otherwise, the standard 5–ring packing arrangement without live loading is
            sufficient. The following requirements shall be met for live loading.
5.9.1       Since there are many parameters that affect the design of belleville springs, each valve live loading
            situation needs to be designed per each individual case. Most major valve packing manufacturers
            provide a free valve survey and packing design program.
5.9.2       Belleville springs shall not be painted once in service. When paint hardens between the belleville
            washers, their operational spring force will be altered. If this is a problem, the springs could be
            encased in a housing to prevent them from being painted and protect them from corrosion.
5.9.3       One could consider purchasing a pre–engineered belleville spring with an internal sleeve for ease of
            installation which assures the proper maximum seating load. The sleeve keeps the belleville
            washers aligned and allows for only the recommended compression of the belleville springs.
5.9.4       The live loading installation procedure of this practice shall be followed.




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                                                 Valve Packing
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6.0         VALVE PACKING INSTALLATION PROCEDURE
6.1         General
6.1.1       (*) Unless otherwise specified by the Owner’s Engineer, the carbon braid/flexible graphite packing
            system shall be installed using the procedures in this Practice.
6.1.2       Installation of PTFE packing systems shall be per the Manufacturer’s Standard.
6.2         Packing Removal
6.2.1       If possible, backseat the valve to prevent system contamination.
6.2.2       (*) A water pick (Hydro–Pik or equivalent) shall be used for removal of packing to minimize damage
            to the stem and stuffing box wall. If approved by the Owner’s Engineer, packing hooks, extractors
            and/or picks may alternatively be used to remove packing; however, the use of these devices is not
            recommended. Special care must be taken during the packing removal process to ensure that the
            stem and stuffing box walls are not scratched, nicked or burred. Damage to these areas are known
            to be a major cause of stem leakage.
6.2.3       If a lantern ring is present in the box, this lantern ring and all packing material below the lantern must
            also be removed. If the lantern ring cannot be removed, report to supervision.
6.2.4       Where deep stuffing boxes are packed with a hardened asbestos packing, only the top rings (about
            5) need to be removed leaving the required Total Packing Set Space as stipulated in Tables 3 and
            Table 4. The bottom asbestos packing rings which are left in the stuffing box perform the same
            purpose as the carbon bushings. Special effort must be taken to leave a flat surface on the top of
            the remaining asbestos packing.
6.3         Cleaning and Mechanical Inspection
6.3.1       Clean the stuffing box thoroughly. Wipe down all accessible stem and box bore wall surfaces. If
            packing a new valve, make sure all surfaces are clean.
6.3.2       Using a flashlight and dental mirror if necessary, inspect stuffing box cavity and stem for signs of
            excessive wear, cuts, scratches, nicks, burrs, or scale.
6.3.3       Scale and/or burrs should be removed by sanding or polishing with fine emery or crocus cloth.
            Defects of a significant size or severity should be reported to supervision.
6.3.4       Cycle the valve to ensure all mechanical parts are in proper working order. Inspect the gland
            follower, stud bolts, nuts, etc., to determine if replacement is necessary.
6.4         Valve Diametrical Clearances, Finishes, and Tolerances
6.4.1       Valve clearances, finishes, and tolerance shall be per Table 2 unless otherwise approved by the
            Owner’s Engineer. Thermal and mechanical performance testing (<100 ppm) for packing systems
            which do not meet the requirements of Table 2 is required.
6.4.2       Longitudinal scores on the stem and stuffing box wall shall not exceed 1/32 inches depth and/or
            have a score depth to score width ratio greater than 1.0.
6.4.3       The bottom of the gland follower must be flat.
6.5         Packing Installation
6.5.1       The following general procedure shall be used to install the valve packing.
            1) Braided rings must be present on either end of a grouping of graphite die–formed tape rings, see
               Figures 1 , 2 and 3 .




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        2) Stuffing box depths in excess of that necessary for five packing rings should be filled with an
            appropriate bushing material as noted in Figures 1 ,and 2 .
        3) Die–formed flexible graphite tape rings shall be solid endless rings. Split rings can be used
            when repacking valves in the field. If and when it becomes necessary to split an endless ring, a
            single cut should be made at 45° to the axis of the stem with a razor blade. Split rings should be
            twisted open not pulled open. All packing ring joints should be staggered by 90°.
        4) Packing rings should be installed one at a time and firmly tamped/seated into place, before
            installation of succeeding rings.
        5) A 25% compression factor will be applied to all packing sets that consist of braided end rings in
            combination with flexible graphite tape body rings.
        6) Only the gland follower stud bolts should be lubricated with grease. Do not apply lubricants to
            the surfaces of packing rings.
        7) When the stuffing box is properly filled and the packing has been properly compressed, the
            gland follower should be seated in a position to afford the maximum possible future adjustment
            range.
        8) If possible, cycle the stem through five complete actuations, checking for gland stud torque
            decay after each “open to close” actuation. Make adjustments as necessary to restore torque
            until no further decay is noted.
        9) Pressurize the valve and check for leakage. If required, tighten each stud nut approximately 1/4
            turn and recheck for leakage. Repeat if necessary until leakage is stopped.
        10) Field adjustments shall be made by tightening each nut approximately 1/4 turn and rechecking
            for leakage. Repeat if necessary until leakage is stopped.
        11) After all backseat tests, the packing glands shall be tightened. A minimum of 50% of the
            designed travel for the glands shall remain for future adjustment in service. Otherwise, packing
            shall be added until this criterion is satisfied.
6.5.2   Additional requirements for valves with lantern rings are as follows:
        1) If a lantern ring is to be used in the stuffing box (leak–off connection, injection port, etc.), consult
           supervision regarding placement of the lantern ring within the packing configuration.
        2) The packing space above and below the lantern ring must be treated as if they are two entirely
           separate stuffing boxes, each with its own separate set configuration and compression
           requirements.
        3) If a lantern ring is present, the rings immediately above and below the lantern must be braided
           rings.
6.5.3   Additional requirements for valves designed to hold only five packing rings are as follows:
        1) Install bottom braided ring and tamp.
        2) Install two flexible graphite tape rings, tamping each into place separately. Stagger all joints 90°.
        3) Install the gland follower and compress a distance sufficient to add the next packing ring.
        4) Add the fourth ring (flexible graphite tape) for gate and globe valves, third ring for quarter turn
           valves, and tamp into place.
        5) Install the gland follower and compress a distance sufficient to allow installation of the final ring.
        6) Add the fifth braided end ring (fourth ring for quarter turn valves) and tamp into place.
        7) Install the gland follower and compress until bottom of gland follower has penetrated into the
           stuffing box a distance of 1/2 cross–section.
        8) Cycle the valve stem through five complete actuations. Check for gland stud nut torque decay
           after each “open to close” sequence. Adjust as necessary to restore torque.
6.5.4   Additional requirements for deep boxed valves retrofitted with a bushing to reduce the box depth to
        that necessary for a five ring packing system area as follows:
        1) After unpacking the valve, measure the Total Box Depth along bore wall surface (box OD
             surface) and record.



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      Refinery

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              a. Using calipers, measure the stem diameter and the box bore diameter and record. Determine
                 the packing cross–section from the following formula.

                                 Packing Cross–Section = Box Bore Diameter - Stem Diameter
                                                                       2

          2) After determining the required packing cross–section, consult Table 3 to determine the “Total
             Packing Set Space” required for that cross–section and record.
          3) The required bushing length to fill the excess space in the stuffing box can be determined by
             subtracting the “Total Packing Set Space” measurement from the “Total Box Depth”
             measurement. The formula is:

                                 Required Bushing Length = Total Box Depth - Total Packing Set Space

          4) Longitudinal bushing lengths may need to be cut into sections approximately two cross–sections
             long to enable installation in the box. Stagger all bushing joints by 90°.
          5) Install five–ring packing set by the guidelines listed in the previous paragraph.
6.5.5     Additional requirements for deep boxed valves that will contain only packing rings (a bushing is not
          used) are as follows:
          1) If a gland follower extender bushing is available that will reach into the lower portions of the box,
             install and compress three packing rings at a time using a 25% compression factor. Continue
             adding and compressing rings until the box if filled. Cycle the valve through five complete
             actuation, checking for gland stud nut torque decay after each “open to close” sequence. Adjust
             (and add rings if necessary) and cycle until no further decay is noted.
          2) If compression can only be applied through the use of the gland follower, fill stuffing box with
             packing rings. Apply compression and add rings as necessary to fill stuffing box. Cycle the
             stem from full open to full closed, compressing and adding additional rings as necessary to keep
             the stuffing box full. Continue cycling/compression/add ring sequence until no further torque
             decay is noted.
6.6       Installation of the Garlock Style #9000 EVSP Simplified Set
6.6.1     Requirements for a seven–ring deep stuffing box (bushing is not required), see Table 4, are as
          follows:
          1) Install the bottom six rings of the set.
          2) Compress a distance to enable installation of top braided end ring.
          3) Install the top braided end ring.
          4) Compress gland follower until the penetration is 3/4 of a cross–section into the box.
          5) Cycle stem through five complete actuation, checking for torque decay after each “open to close”
               sequence. Re–torque as necessary until no further torque decay is noted.
6.6.2     Requirements for a deep boxed valve that will use a bushing to reduce the packing space to that
          necessary to contain a Garlock Style #9000 EVSP Simplified Set are as follows:
          1) After unpacking the valve, measure the box depth along bore wall surface (box OD surface) and
             record.
          2) Using calipers, measure the stem diameter and the box bore diameter and record. Determine
             the packing cross–section from the following formula:

                                 Packing Cross Section = Box Bore Diameter - Stem Diameter
                                                                        2




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          3) After determining required packing cross–section, consult Table 4 to determine the “Total
             Packing Set Space” required for that cross–section and record.
          4) The required bushing length to fill the excess space in the stuffing box can be determined by
             subtracting the “Total Packing Set Space” measurement from the “Total Box Depth”
             measurement. The formula is:

                                 Required Bushing Length = Total Box Depth - Total Packing Set Space

          5) Long bushing lengths may need to be cut into sections to facilitate installation into the stuffing
             box.
          6) Install seven–ring Garlock Style #9000 EVSP Simplified Set by the guidelines listed in the
             previous paragraph.
6.7       Live Loading Installation
6.7.1     Follow the general procedure for packing installation as detailed in section 6.5.
6.7.2     The packing material should be installed and compressed prior to adding the Belleville springs;
          follow procedure 6.5.1.1 and 6.5.1.6.
6.7.3     Once the Belleville springs have been added and compressed to their recommended value, the
          valve shall be cycled through five complete actuations if possible. Make adjustments as necessary
          to restore spring compression until no further decay is noted. Follow procedures 6.5.1.8 to 6.5.1.11.
6.7.4     The Belleville springs should be compressed to a recommended compression that exerts the
          packing manufacturer’s recommended maximum seating load on the packing material. This leaves
          room for some packing consolidation/extrusion (extension of the Belleville washers) before the
          manufacturer’s minimum seating load is not achieved and leakage occurs.




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                                                          Valve Packing
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7.0         TABLES
                                                    TABLE 1 –
                                       VALVE PACKING MATERIALS AND DESIGN

            Service                   Packing Materials                       Service                    Packing Design

                                                                                                    Standard Die–Formed
                                                                                                    Ring Design:
                                                                                                    • Gate and globe
                                                                                (4)
All Services with                                                  Low cycle                          (Figure 1)
temperature limitations of                                                                          • Compact gate and
–100°F to 850°F                                                                                       globe, bellows seal,
in oxidizing environments         Carbon Braid/Flexible                                               and quarter turn
(not including chemical           Graphite Packing                                                    (Figure 2)
oxidizers) and –100°F to          System, see paragraphs                                            EVSP 9000 Simplified:
1200°F in non–oxidizing           4.2 and 4.3                                                       • Gate and globe
                                                                                 (4)
environments. Pressure                                             High Cycle ,                       (Figure 3)
                                                                                    (5)
Limitation is 1200 psig.                                           Reformer MOV ,                   • Compact gate and
                                                                                   (6)                                   (7)
                                                                   Critical Service                   globe, bellows seal ,
                                                                                                      and quarter turn
                                                                                                      (Figure 4)
                                                    (2)
Chemical oxidizers,               PTFE (Teflon)                    Low/High Cycles                  Manufacturer’s
                (1)                                                                                                 (4)
–20°F to 500°F                                                                                      Recommendations
All other services                Manufacturer’s                   Special                          Manufacturer’s
                                                  (3)                                                               (4)
                                  Recommendations                                                   Recommendations

NOTES:
(1) Examples are sulfuric, nitric and phosphoric acids.
(2) Non–Firesafe packing must be verified for the Intended service.
(3) (*) Subject to the approval of the Owner’s Engineer.
(4) High cyclic service: Greater than 500 mechanical cycles and/or greater than 5 thermal cycles through the lifetime of the valve.
(5) Valves designed per EP 5-3-13 Cyclic Reformer MOV’s.
(6) Services where minimal leakage is required. Quantitatively, 9000 EVSP seals tighter than standard Die-Formed Rings.
(7) If zero leakage is a requirement, bellow seal valves are the only viable option. 9000 EVSP shall be used for the secondary seal.




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                                              TABLE 2 –
                               VALVE CLEARANCES, FINISHES AND TOLERANCES

                                                                  Clearance, Finish or Tolerance
   Description (see Figure 5)
                                                            (1)
                                            New Valves                      Reformer                 Reconditioned
                                                                              MOVs                        Valves
Stem to gland diametrical                    0.030 inches                  0.030 inches                0.040 inches
           (A)
clearance                                     maximum                       maximum                     maximum
Gland to Stuffing Box Bore                   0.010 inches                  0.010 inches                0.010 inches
                  (B)
radial clearance                              maximum                       maximum                     maximum
Stem to Stuffing Box Bore                per API 600, Table 2          per API 600, Table 2        per API 600, Table 2
                  (C)
radial clearance
               (D)
Packing width                            per API 600, Table 2          per API 600, Table 2        per API 600, Table 2
Packing to stem radial                     Recommended                   Recommended                 Recommended
           (E)
clearance                                  ≤ 0.008 inches,               ≤ 0.008 inches,             ≤ 0.008 inches,
                                          with a maximum of             with a maximum of           with a maximum of
                                             0.015 inches                  0.015 inches                0.015 inches

Packing to Stuffing Box Bore               Recommended                    Recommended                Recommended
                 (F)
radial clearance                           ≤ 0.008 inches,                ≤ 0.008 inches,            ≤ 0.008 inches,
                                          with a maximum of             with a maximum of           with a maximum of
                                             0.015 inches                  0.015 inches                0.015 inches
Bonnet Ring/Backseat Bushing                 0.040 inches              0.090 – 0.110 inches             Manf. Std.
to stem diametrical                            maximum                                                + 0.045 inches
           (G)
clearance                                                                                                maximum
Stuffing Box Bore diameter                  + 0.010 inches                + 0.010 inches              ± 0.060 inches
               (H)
over tolerance                                maximum                       maximum                      maximum
Stem diameter under                         – 0.008 inches                – 0.008 inches              – 0.008 inches
          (I)
tolerance                                     maximum                       maximum                      maximum
Stem finish                                  16 – 32 RMS                   16 – 32 RMS                 16 – 32 RMS
Stuffing box bore wall finish               64 – 125 RMS                  64 – 125 RMS                64 – 125 RMS
Description (see Figure 4)
                                             The lessor of:               The lessor of:
                                             ± 0.001 Dstem                ± 0.001 Dstem
                                             Inch of Stem              Inch of Stem Length
Over Entire Length of Stem                       Length                         or                      ± 0.030 inch
(Lstem)                                            or                      ± 0.030 inch                      Lstem
                                              ± 0.030 inch                       Lstem
                                                   Lstem
Over Stem Length                              ± 0.030 inch             ± 0.030 inch Lpacking        ± 0.030 inch Lpacking
Contacting Packing (Lpacking)                    Lpacking


NOTES:
(1) For Valve Classes 900 through 4500 and highly cycled valves, reduce diametrical clearances to 0.60 of values shown




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     Toledo                                  Site Technical Practices                                         EP 5-3-23
     Refinery

                                                    Valve Packing
                                                                                                            Page 12 of 19
                                             October 2013         Revision 0.1


                                      TABLE 3 –
           COMPRESSION TABLE FOR GARLOCK FIVE–RING PACKING COMBINATIONS SETS

 PACKING         UNCOMPRESSED             COMPRESSED (25%)          PACKING FOLLOWER              TOTAL PACKING
                                                       (1)
  CROSS            SET HEIGHT               SET HEIGHT              SEATING SPACE (1/2              SET SPACE
 SECTION             (INCH)                    (INCH)               OF CROSS–SECTION)                 (INCH)
  (INCH)                                                                  (INCH)
    1/16        0.3125         (5/16)       0.234        (15/64)       0.031         (1/32)       0.265        (17/64)
     1/8         0.625          (5/8)       0.469        (15/32)       0.063         (1/16)       0.531        (17/32)
    3/16         0.938        (15/16)       0.703        (45/64)       0.094         (3/32)       0.797        (51/64)
     1/4         1.250        (1–1/4)       0.938        (15/16)       0.125          (1/8)       1.063       (1–1/16)
    5/16         1.563       (1–9/16)       1.172      (1–11/64)       0.156         (5/32)       1.328      (1–21/64)
     3/8         1.875        (1–7/8)       1.406      (1–13/32)       0.188         (3/16)       1.594      (1–19/32)
    7/16         2.188       (2–3/16)       1.641      (1–41/64)       0.219         (7/32)       1.859      (1–55/64)
     1/2         2.500        (2–1/2)       1.875        (1–7/8)       0.250          (1/4)       2.125        (2–1/8)
    9/16         2.813      (2–13/16)       2.109       (2–7/64)       0.281         (9/32)       2.391      (2–25/64)
     5/8         3.125        (3–1/8)       2.344      (2–11/32)       0.313         (5/16)       2.656      (2–21/32)
   11/16         3.438       (3–7/16)       2.578      (2–37/64)       0.344        (11/32)       2.922      (2–59/64)
     3/4         3.750        (3–3/4)       2.813      (2–13/16)       0.375          (3/8)       3.188       (3–3/16)
   13/16         4.063       (4–1/16)       3.047       (3–3/64)       0.406        (13/32)       3.453      (3–29/64)
     7/8         4.375        (4–3/8)       3.281       (3–9/32)       0.438         (7/16)       3.719      (3–23/32)
   15/16         4.688      (4–11/16)       3.516      (3–33/64)       0.469        (15/32)       3.984      (3–63/64)
      1          5.000           (5)        3.750        (3–3/4)       0.500          (1/2)       4.250        (4–1/4)

NOTES:
(1) A 20% compressed height may be used for 90# density rings with Owner’s Engineer approval. 25% compression is recommended.




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  Toledo                            Site Technical Practices                            EP 5-3-23
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                                                                                       Page 13 of 19
                                   October 2013       Revision 0.1


                                      TABLE 4 –
             COMPRESSION TABLE FOR GARLOCK STYLE #9000 EVSP SIMPLIFIED SET

PACKING      UNCOMPRESSED        COMPRESSED (30%)       PACKING FOLLOWER       TOTAL PACKING
 CROSS         SET HEIGHT           SET HEIGHT          SEATING SPACE (3/4       SET SPACE
SECTION          (INCH)               (INCH)            OF CROSS–SECTION)          (INCH)
 (INCH)                                                       (INCH)
  1/16       0.438      (7/16)    0.297       (19/64)     0.047       (3/64)   0.375     (3/8)
   1/8       0.875       (7/8)    0.609       (39/64)     0.094       (3/32)   0.750     (3/4)
  3/16       1.313      1.313     0.922       (59/64)     0.141       (9/64)   1.125    (1–1/8)
   1/4       1.750     (1–3/4)    1.218      (1–7/32)     0.188       (3/16)   1.500    (1–1/2)
  5/16       2.188    (2–3/16)    1.531     (1–17/32)     0.234      (15/64)   1.875    (1–7/8)
   3/8       2.625     (2–5/8)    1.844     (1–27/32)     0.281       (9/32)   2.250    (2–1/4)
  7/16       3.063    (3–1/16)    2.141      (2–9/64)     0.328      (21/64)   2.625    (2–5/8)
   1/2       3.500     (3–1/2)    2.453     (2–29/64)     0.375        (3/8)   3.000      (3)
  9/16       3.938   (3–15/16)    2.750       (2–3/4)     0.422      (27/64)   3.375    (3–3/8)
   5/8       4.375     (4–3/8)    3.063       (3–1/8)     0.469      (15/32)   3.750    (3–3/4)
 11/16       4.813   (4–13/16)    3.375       (3–3/8)     0.516      (33/64)   4.125    (4–1/8)
   3/4       5.250     (5–1/4)    3.672     (3–43/64)     0.563       (9/16)   4.500    (4–1/2)
 13/16       5.688   (5–11/16)    3.984     (3–63/64)     0.609      (39/64)   4.875    (4–7/8)
   7/8       6.125     (6–1/8)    4.281      (4–9/32)     0.656      (21/32)   5.250    (5–1/4)
 15/16       6.563    (6–9/16)    4.594     (4–19/32)     0.703      (45/64)   5.625    (5–5/8)
    1        7.000        (7)     4.906     (4–29/32)     0.750        (3/4)   6.000      (6)




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      Toledo                          Site Technical Practices                                 EP 5-3-23
      Refinery

                                           Valve Packing
                                                                                              Page 14 of 19
                                      October 2013      Revision 0.1



8.0       FIGURES

                    Gland




                                                                     Type A
                  Stuffing Box                                       Type B - Must Be
                                                                     Three (3) Rings

                                                                     Type A
                                                                     Type B - Depending On
                  See Note 3                                         Depth Of Stuffing Box,
                 For Bushing                                         3 Rings Maximum
                 Requirement
                                                                     Type A - The Last Ring
                                                                     Must Be Type A


                        Valve Stem

                                             Packing Types
                            Type             Generic Packing Description
                             A     Interlaced Braided Carbon Yarn,
                                   See Paragraph 5.2 Of This Practice.
                               B   Graphite Die Formed Rings, See
                                   Paragraphs 5.2 And 5.3 Of This Practice

NOTES:
1.  Observe Manufacturer’s temperature and service limitations.
2.  See Section 6.0 for installation instructions.
3.  The minimum number of rings is zero, the maximum is 4. If the stuffing box depth requires more rings, a
    bushing shall be used to fill the extra space per Paragraph 5.5.




                                        FIGURE 1 –
                    LOW CYCLE PACKING DESIGN FOR GATE AND GLOBE VALVES




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    Toledo                              Site Technical Practices                             EP 5-3-23
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                                             Valve Packing
                                                                                            Page 15 of 19
                                       October 2013      Revision 0.1



                    Gland




                                                                       Type A
                  Stuffing Box                                         Type B - Must Be
                                                                       Two Or Three Rings
                                                                       Type A



                        Valve Stem



                                           Packing Types
                       Type                Generic Packing Description
                        A        Interlaced Braided Carbon Yarn,
                                 See Paragraph 5.2 Of This Practice.
                         B       Graphite Die Formed Rings, See
                                 Paragraphs 5.2 And 5.3 Of This Practice.

NOTES:
1.  Observe Manufacturer’s temperature and service limitations.
2.  See Section 6.0 for installation instructions.
3.  (*) Packing design for stuffing boxes which cannot accommodate the four ring set shown in this Figure
    will be specified by the Owner’s Engineer.




                                       FIGURE 2 –
                  LOW CYCLE PACKING DESIGN FOR COMPACT GATE AND GLOBE
                        BELLOWS SEALS AND QUARTER TURN VALVES




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    Toledo                            Site Technical Practices                              EP 5-3-23
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                                           Valve Packing
                                                                                           Page 16 of 19
                                     October 2013       Revision 0.1



                 Gland




               Stuffing Box
                                                                   Garlock Style #9000
                                                                   EVSP Simplified Set



                                                                   Bushing Per Paragraph
                                                                   5.5 Of This Practice




                      Valve Stem


NOTES:
1.  Observe Manufacturer’s temperature and service limitations.
2.  See Section 6.0 for installation instructions.




                                      FIGURE 3 –
          HIGH CYCLE PACKING DESIGN FOR MOTOR OPERATED GATE VALVES (MOV’S)




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                                                                                          Page 17 of 19
                                      October 2013      Revision 0.1


                                            Preferred

                    Gland




                                                                 Garlock 9000 EVSP
                  Stuffing Box                                   Simplified Short Stack
                                                                 Arrangement




                         Valve Stem
                                          Alternative (1)

                    Gland




                  Stuffing Box                                   Garlock 9000 EVSP
                                                                 Modified




                         Valve Stem


NOTES:
1.  When the stuffing box is too shallow for the preferred 9000 EVSP Simplified Short Stack arrangement,
    we recommend 9000 EVSP Modified packing as its alternative.
2.  Observe Manufacturer’s temperature and service limitations.
3.  See Section 6.0 for installation instructions.
4.  (*) Packing design for stuffing boxes which cannot accommodate even the 9000 EVSP Modified packing
    set shown in this Figure will be specified by the Owner’s Engineer.




                                         FIGURE 4 –
                        PACKING DESIGN FOR COMPACT GATE AND GLOBE
                          BELLOWS SEALS AND QUARTER TURN VALVES




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    Toledo                           Site Technical Practices                               EP 5-3-23
    Refinery

                                          Valve Packing
                                                                                          Page 18 of 19
                                    October 2013       Revision 0.1




  Gland To Stuffing
                                                                                 Stem To Gland
   Box Bore Radial
                                                                                 Diametrical Clearance
        Clearance

                                                                                 Stuffing Box Bore
                                                                                 Diameter Over Tolerance

  Stem To Stuffing
  Box Bore Radial                                                             Stem Diameter
       Clearance                                                              Under Tolerance




                                                                  Bonnet/Packing Ring
                                                                  To Stem Diametrical
                                                                  Clearance


NOTES:
1.  See Table 2 for tolerances.




                                       FIGURE 5 –
            GRAPHICAL DESCRIPTION OF VALVE CLEARANCE AND TOLERANCE POINTS




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       Toledo                   Site Technical Practices                                       EP 5-3-23
       Refinery

                                     Valve Packing
                                                                                          Page 19 of 19
                               October 2013       Revision 0.1


9.0          REVISION LOG

      Action         Date    Rev.              Approver                       Description


       New          8/2007   0.0                                               Initial Issue


                                                                      ALIGNMENT: Edits to 5.5, 5.6,
  Revision          4/2008   0.1
                                                                                5.7




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