Emerson Bettis PressureGuard Handbuch

Installation and Maintenance Manual

E-90090005 Rev. A

March 2014

Bettis™PressureGuard™Self-Contained

Hydraulic Emergency Shutdown Systems

For Rotary or Non-API 6A Linear Valves

Installation and Maintenance Manual

E-90090005 Rev. A

Table of Contents

March 2014

ITable of Contents

Table of Contents

Section 1: Safety Warning ��1

Section 2: Introduction

2.1 General Service Information ........................................................................... 2

2.2 Definition of Terms......................................................................................... 3

2.3 Scope............................................................................................................. 3

Section 3: Storage Instructions ��4

Section 4: Operation

4.1 Manual Mode ................................................................................................. 6

4.2 Automatic Mode ............................................................................................ 7

4.3 Shutdown Mode ............................................................................................ 7

Section 5: Installation ��8

Section 6: Maintenance

6.1 Regular Maintenance ................................................................................... 13

6.2 Troubleshooting........................................................................................... 14

Section 7: Document Revision ��16

Appendix A: List of Tables ��17

Appendix B: List of Figures ��18

Appendix C: List of Drawings ��19

March 2014

Installation and Maintenance Manual

E-90090005 Rev. A

Section 1:Safety Warning

Safety Warning

Section 1: Safety Warning

All personnel involved should read and understand all applicable sections of this manual before

attempting to install, operate, service, or perform maintenance on any operators. Adhere to

any tags, warning labels, or instructions presented on the operator. These may provide more

specific and significant information regarding the operator than this general manual can.

It is the responsibility of the user to ensure proper safety. Always take necessary precautions

and utilize proper personal protective equipment when dealing with compressed air,

compressed hydraulic fluid, pinch points, and electricity.

It is necessary to rig and lift valve and operator separately. Service personnel need to ensure the

lifting capacity of the crane/hoist/rigging is appropriate for the desired load.

Block the power gas supply and depressurize the system before attempting to install or service.

Isolate the power gas from controls if the operator is supplied with control system.

Caustic gases and fluids may be contained in the operators and valves in most applications.

Vent all poisonous or flammable gases and store all liquids in a safe location to prevent

personnel injury. Discharge at sonic velocity may occur when venting or releasing pressure;

service personnel must utilize proper hearing protection.

The following are general instructions since there are variations of linear operators and valves.

It is critical to install the operator properly so that performance and safety are guaranteed.

Any technicians using the following instructions must be trained and knowledgeable regarding

valve operators and valves.

It is required to go through the above instructions which will help to prevent personnel injury,

property damage, and damage to operator.

Safety notices (warning, caution, and note) are presented in this manual in three forms:

WARNING:

If not observed, user incurs a high risk of severe damage to operator and/or fatal injury to personnel.

CAUTION:

If not observed, user may incur damage to operator and/or injury to personnel.

NOTE:

Advisory and informational comments provided to assist maintenance personnel to per-

form maintenance procedures.

Please refer to the applicable section for details and further information.

March 2014

Installation and Maintenance Manual

E-90090005 Rev. A

Section 2: Introduction

Introduction

Section 2: Introduction

2�1 General Service Information

BETTIS™ PressureGuard™ is a self-contained hydraulic Emergency Shutdown (ESD) system.

It is designed to provide reliable valve shutdown on production wellheads in remote

locations where automatic local valve ESD is required, but a power source is not available

and/or local supervision is minimal.

Available as a complete, tailored-solution, BETTIS™ PressureGuard™ usually consists of

a self-contained hydraulic module, a hydraulic operator, and application-specific

shutdown trigger accessories. PressureGuard™ systems can be configured for rotary

hydraulic operators for use with ball, plug, and other quarter-turn valves, as well as non-6A

linear-operated valves. A variety of shutdown trigger controls including pressure pilots,

solenoid valves, and a temperature-sensing fusible plug are available to suit application

requirements. Instructions for installing BETTIS™ PressureGuard™ system are provided in

Section 5.

(Installation)

Under normal conditions, BETTIS™ PressureGuard™ maintains the valve in its operational

position by resisting the spring force with hydraulic fluid pressure. In an event requiring

automatic ESD valve operation, the PressureGuard™ employs a control component to

shift hydraulic fluid from the valve operator to an internal reservoir. Without fluid pressure,

the compressed spring in the operator moves the valve to its shutdown position. Further

information on the operation of BETTIS™ PressureGuard™ is provided in Section 4

(Operation)

Through robust design and quality construction, minimal maintenance is required of

BETTIS™ PressureGuard™. The ESD system is shipped fully-lubricated and serviced.

Depending upon service type, a varying degree of maintenance is required and will be

detailed subsequently in Section 6.

(Maintenance)

. Troubleshooting guide is also provided

in Section 6.2.

(Troubleshooting)

in an unlikely event the ESD system displays a problem.

Additional drawings and valve-specific information is provided in Appendix C

(List of Drawings)

March 2014

Installation and Maintenance Manual

E-90090005 Rev. A

Section 2: Introduction

Introduction

2�2 Definition of Terms

The abbreviations included in this IOM manual are listed in the table below:

Table 1� Definition of Terms

Abbreviated Term Definition

IOM Installation, Operation, and Maintenance

SCH Self-Contained Hydraulic

ESD Emergency Shutdown

GVO Gate Valve Operator Series

FS Fail Safe

SR Spring Return

HP High Pressure

LP Low Pressure

MAWP Maximum Allowable Working Pressure

ID Inside Diameter

OD Outside Diameter

2�3 Scope

This manual is a resource for technicians involved in the installation, operation, and

maintenance of Bettis™ PressureGuard™. It serves as a guide and must be thoroughly

understood prior to any work on the operators such as installation, operation, or

maintenance. For any questions, please contact the manufacturer.

March 2014

Installation and Maintenance Manual

E-90090005 Rev. A

Section 3: Storage Instructions

Storage Instructions

Section 3: Storage Instructions

Proper storage is required when the operator will not be used immediately.

1. Remove all dirt, dust, grease, and contaminants from any exposed, unpainted

surface (for example, Drive Rod OD, Yoke ID) by using a soft cloth dampened with

an appropriate oil based solvent. Avoid using abrasive material when cleaning rod

surfaces.

2. Lightly grease any exposed, unpainted surfaces.

3. Any plastic plugs used to plug the pressure ports during assembly should be

removed and replaced with steel plugs. All controls should also be plugged with

steel plugs.

NOTE:

Sealants such as pipe dope or Teflon tape should be applied to steel plug threads.

4. Lightly lubricate all exposed threads and unpainted surfaces

(for example, mounting surfaces).

5. Cover the PressureGuard™ to prevent accumulation of dirt and debris.

6. Repeat the storage steps listed above to ensure the proper storage condition

(in case the PressureGuard™ will be moved and stored again).

Indoor environment is the ideal storage condition for BETTIS™ PressureGuard™.

For additional information on storage, please contact the manufacturer.

March 2014

Installation and Maintenance Manual

E-90090005 Rev. A

Section 4: Operation

Operation

Section 4: Operation

Before operating BETTIS™ PressureGuard™ system, it is critical to know its components

and understand what they do. Refer to Figure 1.

(SCH Module Portion of BETTIS

PressureGuard™)

, Figure 3.

(BETTIS

PressureGuard™ Schematic)

, and Table 2.

(

BETTIS

PressureGuard™ Components and Descriptions)

for components in BETTIS™

PressureGuard™ system.

Figure 1 SCH Module Portion of BETTIS™ PressureGuard™

March 2014

Installation and Maintenance Manual

E-90090005 Rev. A

Section 4: Operation

Operation

4�1 Manual Mode

1. Lift/pull the toggle on the Reset Valve (23) and latch it in the upward position

(pane #1 of Figure 2.

(Three Modes of Reset Valve))

2. Stroke the Handpump (3) to pressurize the SCH module and begin applying

pressure to the operator’s Piston (refer to Appendix C

(List of Drawings)

for diagrams of typical rotary and linear operators) to move the valve to its

operational position.

Figure 2 Three Modes of Reset Valve

3. The resistance of the Handpump (3) to pumping will increase noticeably when

the valve reaches its full operational position. Pump approximately one-half of

additional stroke at this point. The High Pressure Gauge (9) will read above the

minimum operating pressure of the operator, and if so equipped, its needle will

rest in the middle of the green band.

4. At this point, hydraulic fluid pressure in the SCH module and operator cylinder

opposing the operator spring forces to hold the line valve in position.

NOTE:

Plug the Low Pressure Port (L) if the signal device is not connected to the manifold to

prevent fluid loss from the manifold. Follow the instructions above to operate the unit.

March 2014

Installation and Maintenance Manual

E-90090005 Rev. A

Section 4: Operation

Operation

4�2 Automatic Mode

The primary mode for BETTIS™ PressureGuard™ is its Automatic Mode. This is the mode

in which the system is to be set in the field when technicians are not actively inspecting or

maintaining wellhead components or resetting the system.

1. BETTIS™ PressureGuard™ enters and stays in Automatic Mode after step #4 in

the preceding section is completed as long as signal device(s)

(for example, Pressure Pilot (14)) are satisfied and Solenoid Valve(s) (20) (if any)

are returned to normal operating condition.

2. In Automatic Mode, the Reset Valve (23) toggle will extend past its latched position

from Manual Mode and will hang loosely (pane #2 of Figure 2.

(Three Modes of Reset Valve))

4�3 Shutdown Mode

There are several ways in which BETTIS™ PressureGuard™ can move the valve and enter

in shutdown mode.

1� Manual Shutdown

Technician can manually close the valve by pushing down the toggle on the

Reset Valve (23) or switching the Selector Valve to “Manual”. Manually initiated

shutdown mode will usually be used for servicing the pipeline of BETTIS™

PressureGuard™ system.

2� Signal Devices

a. If the Pressure Pilot (14) senses that the pipeline pressure is outside the

customer’s defined setpoints, it will release holding pressure from the

operator, letting the operator’s spring move the valve to its shutdown

position.

b. If the Solenoid Valve(s) (20) receives an electrical signal, it will also release

holding pressure from the operator, letting the operator’s spring move

the valve to its shutdown position.

Shutdown initiated by the signal device(s) will likely be an ESD event.

The Reset Valve (23) toggle will be unlatched and flattened against the

valve body (pane #3 of Figure 2.

(Three Modes of Reset Valve))

regardless

of how shutdown occurs. Returning the valve to its operational position

can only be accomplished manually and will require a technician to go to

the valve and reset BETTIS™ PressureGuard™.

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