PMRC TECHNICAL SPECIFICATION

BUTTERFLY VALVE
(ADDITIONAL REQUIREMENTS TO API 609)

PMRC MAR VA/111

March 2014

© 2014 PETROLIAM NASIONAL BERHAD (PETRONAS)

All rights reserved. No part of this document may be reproduced, stored in a retrieval system or transmitted in any form or
by any means (electronic, mechanical, photocopying, recording or otherwise) without the permission of the copyright owner.
PETRONAS Technical Standards are Company’s internal standards and meant for authorized users only.
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FOREWORD

PETRONAS Technical Standards (PTS) has been developed based on the accumulated knowledge,
experience and best practices of the PETRONAS group supplemented by national and international
standards where appropriate. The key objective of PTS is to ensure standard technical practice across
the PETRONAS group.

Compliance to PTS is compulsory for PETRONAS‐operated facilities and Joint Ventures (JVs) where
PETRONAS has more than fifty percent (50%) shareholding and/or operational control, and includes all
phases of work activities.

Contractors/manufacturers/suppliers who use PTS are solely responsible in ensuring the quality of work,
goods and services meet the required design and engineering standards. In the case where specific
requirements are not covered in the PTS, it is the responsibility of the
Contractors/manufacturers/suppliers to propose other proven or internationally established standards
or practices of the same level of quality and integrity as reflected in the PTS.

In issuing and making the PTS available, PETRONAS is not making any warranty on the accuracy or
completeness of the information contained in PTS. The Contractors/manufacturers/suppliers shall
ensure accuracy and completeness of the PTS used for the intended design and engineering requirement
and shall inform the Owner for any conflicting requirement with other international codes and technical
standards before start of any work.

PETRONAS is the sole copyright holder of PTS. No part of this document may be reproduced, stored in a
retrieval system or transmitted in any form or by any means (electronic, mechanical, recording or
otherwise) or be disclosed by users to any company or person whomsoever, without the prior written
consent of PETRONAS.

The PTS shall be used exclusively for the authorised purpose. The users shall arrange for PTS to be kept
in safe custody and shall ensure its secrecy is maintained and provide satisfactory information to
PETRONAS that this requirement is met.
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Table of Contents
1.0. INTRODUCTION ......................................................................................................... 4
2.0. SUMMARY OF CHANGES ............................................................................................ 4
3.0. ADDITIONAL REQUIREMENTS TO API 609: 2009......................................................... 4
4.0. BIBLIOGRAPHY......................................................................................................... 12
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1.0. INTRODUCTION
This document specifies the mandatory additional requirements for butterfly valve that comply
with the API 609 standard. This PMRC MAR shall apply in addition to the applicable PMRC
datasheet.
This PMRC MAR is written as amendment to API 609 standard. The clause numbering of API 609
has been retained and amendments are identified as:
 Add sentence
 Add paragraph
 Rephrased to read
 Delete

2.0. SUMMARY OF CHANGES

This document is the first issuance of PMRC MAR (2014).

3.0. ADDITIONAL REQUIREMENTS TO API 609: 2009

The requirements are maintained as written, except the amendments/supplements as

identified the paragraph below.

The paragraph number is made reference to the original of the above:

1.1(b) Rephrased last sentence to read

For double flanged short pattern, Class 600, sizes covered are NPS 3 to 48
Add:
For double flanged short pattern, Class 900, sizes covered are NPS 6 to 48. For butt weld,
Class 150, 300 and 600, sizes covered are NPS 3 to NPS 48. For butt weld, Class 900, sizes
covered are NPS 6 to NPS 48.
4.1.2 Rephrased to read:
All valves containing polymeric or elastomeric materials, except valves specified as lined,
shall be of a fire‐tested design and certified in accordance with ISO 10497, BS 6755‐2, API
607 (3rd or 5th edition) or API 6FA.
4.1.6 Add paragraph:
Securing
Separate removable valve parts and seat rings shall be positively secured against
loosening. The application of spring tension pins is not allowed.
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4.1.7 Add paragraph:

Bore
For valves specified as lined, the minimum bore diameter shall be no less than 90% of
the maximum disc diameter (Dimension D in Appendix A).
4.2.5 Add paragraph:
The following tolerances shall apply:
 The maximum lateral flange misalignment (offset of aligned flange centrelines) shall
be no greater than 2.0 mm (0.08 in).
 For the angular flange misalignment (parallelism of aligned flange faces), the
maximum measured difference between flange faces shall be no greater than 2.5
mm/m (0.03 in/ft) for flanges ≤ DN 600 (NPS 24) and no greater than 1.7 mm/m (0.02
in/ft) for flanges > DN 600 (NPS 24).
 The maximum total mismisalignment of bolt holes shall be no greater than 2.0 mm
(0.08 in) at the bolt holes for valves≤ DN 100 (NPS 4), and 3.0 mm (0 .12 in) for valves >
DN 100 (NPS 4).
 The surface finish of the nut bearing area at the back face of flanged valves shall be
parallel to within 1° of the flange face.

4.2.6 Add paragraph:

Spiral wound gaskets shall be fully confined or provided with outer and inner rings.
The valve design and assembly procedures shall incorporate controlled/even
compression to prevent crushing of the gasket.
4.3.2 Add sentence:
For sizes not covered in the tables, the following sizes shall be used:
 Class 600, sizes 26 to 48" (DN 650 to 1200) ISO 5752 table 1, Series 14.
 Class 900, sizes 6 to 48" (DN 150 to 1200) ISO 5752 table 1, Series 8.

4.3.5 Add paragraph:

Face‐to‐face dimensions for butt‐weld valves shall be as follows:
 Class 150, sizes 3 to 48" (DN 80 to 1200) ISO 5752 Table 1, series 14.
 Class 300, sizes 3 to 48" (DN 80 to 1200) ISO 5752 Table 1, series 14.
 Class 600, sizes 3 to 48" (DN 80 to 1200) ISO 5752 Table 1, series 14.
 Class 900, sizes 6 to 48" (DN 150 to 1200) ISO 5752 Table 1, series 8.

4.5.3 Add sentence:

 The bottom of the packing box shall be flat.
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 The nominal depth of the packing box shall accommodate a maximum of five
uncompressed packing rings.
 When a spacer ring is required to reduce the depth of the stuffing box, this shall be
the same material as the gland.
 The stem shall be suitably supported and have clearances designed, such that with all
anticipated side loads it does not make rubbing contact with the adjacent static
metallic components (bonnet, gland ring etc), which may lead to galling.
 The packing box wall shall not be interrupted by any drillings.
 If a bush (or spacer ring) is provided, the clearance between the bush (or spacer ring)
and the stem shall be sufficient to prevent galling.

4.5.4 Add sentence:

The stem tolerance requirements are:
 Stem sections shall be cylindrical, within a tolerance of 0.05 mm (0.00 2 in).
 Stem shall be straight, within a tolerance over the travel of the stem of 1 mm/metre
(0.01 2 in/ft)
 Stem shall have a maximum surface roughness (Ra) at the packing box area of 0.8 µm
and free from any defects.

4.5.5 Add sentence:

The requirements for the shaft design are:
 Welded/ fabricated stems are not allowed.
 Two piece shafts shall ensure stem blow out cannot take place when the disc to shaft
connection has failed.

4.5.6 Add paragraph:

The requirements for the shaft design are:
 Welded/ fabricated stems are not allowed.
 Two piece shafts shall ensure stem blow out cannot take place when the disc to shaft
connection has failed.

4.5.8 Add paragraph:

The gland follower shall be installed so that it protrudes into the stuffing box by at
least 2 mm (0.08 in) before compressing the packing rings.
4.7.2 Add sentence:
Gasket surfaces:
 Other than the “Limitations for Flange Face Interruptions That Fall within the Gasket
Seating Area” per Figure 2, gasket surfaces shall not be interrupted in excess of the
allowances established for “Permissible Imperfections in Flange Facing Finish” as
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specified in ASME B16.5, or ASME B16.47 as applicable. The restrictions to the

interruptions shall consider the potential eccentricity of gaskets after installation,
resulting from the difference between bolt hole and bolt diameter as specified in the
drilling template tables in ASME B16.5 and ASME B16.47 as applicable;
 may be interrupted by bolts to a maximum extent of 20 % of the sealing area;
 shall be suitable for spiral wound gaskets for sizes ≤ DN 600 (≤ NPS 24);
 Shall be suitable for covered serrated metal (camprofile) gaskets for sizes > DN 600 (>
NPS 24) as specified in PMRC MAR GS/100.

4.8.4 Add sentence:

For seating and unseating the valve, a maximum momentary force Fs is allowed as per
EN 12570, clause 5.1.
4.8.5 Add paragraph:
The hand wheel diameter shall not exceed three times the face‐to‐face or end‐to‐ end
length of, double flanged or butt weld valves, or 1000 mm (40 in), whichever is the
smaller.
 The hand wheel diameter shall not exceed six times the face‐to‐face length of lug and
wafer type valves, or 1000 mm (40 in), whichever is the smaller.
 The lever handle length shall not exceed four the face‐to‐face or end‐to‐end length of
the valve, for double‐flanged and welding‐end end valves,
 The lever handle length shall not exceed eight times the face‐to‐face length of the
valve, for lug and wafer style butterfly valves.

4.8.6 Add paragraph:

The operating means shall be free from burrs and sharp edges.

4.8.7 Add paragraph:

If the force and dimensional limitations specified in respectively clauses 4.8.4 and 4.8.5
are exceeded, the valve shall be provided with a gearbox.
 The gearbox shall be dust‐proof and weatherproof and shall be charged with
sufficient lubricant of a suitable type.
 The connection between the valve body and the gearbox shall be vented so that any
product leakage from the stem cannot penetrate into the gearbox housing.
 The dimensions of the gearbox shall not exceed the face‐to‐face or end‐to‐end
dimensions of the equivalent flanged valve.
 When the number of hand wheel turns exceeds 100 from the fully open position to
the fully closed position, the manufacturer shall specify the number of hand wheel
turns on the quotation.

4.8.8 Add paragraph:

If specified by the Owner, the valve shall be equipped with an actuator.
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The valve manufacturer shall:

 Verify that the actuator manufacturer has reviewed the information supplied by the
valve manufacturer.
 Ensure that the valve stem design takes into account a safety factor based on the
maximum output torque or force of the actuator. Unless specified otherwise, this
safety factor shall be 1.5.
The actuator manufacturer shall:
 Select an actuator proportional to the valve size.
Gear operated and actuated valves shall be fitted with a mounting flange in accordance
with ISO 5211.
Gear operated and actuated valves shall be designed to prevent damage to the internal
drive train of the valve.
The gearbox shall of the self‐locking gear type, dust‐proof and weatherproof. Self locking,
means that the output shaft cannot drive the input shaft, a feature inherent with worm
and wheel designs, but not with the highly efficient ball screw designs.

4.8.9 Add paragraph:

If it is specified that the valve will be installed underground or at a level below the
operator’s position, the valve shall have a stem extension and extension casing. The
casing shall be fully enclosed and externally coated for corrosion prevention.
For gear operated double and triple offset valves, the gearbox shall be mounted
directly on the valve. The gearbox input shaft shall be extended.
For gear operated concentric (rubber lined) valves, the gearbox may be mounted either
directly on the valve or at the end of the extension shaft.
The design of the stem extension and protector (if applicable) shall be subject of
approval by the Owner.

4.8.10 Add paragraph:

The gearbox and actuator (if installed) shall be provided with a position
Indicator to indicate the disc position.

4.9 Delete:
When specified in the purchase order,

5.1.1 Rephrased to read:

The material shall be in accordance with the PMRC datasheet.

5.2.4 Add paragraph:

If retaining tabs are applied for securing of valve parts, they shall be compatible with
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the body material.

5.2.5 Add paragraph:

The corrosion resistance of the bearing material shall be equal to the stem material

5.3.1 Add paragraph:

Where B8M Class 1 is specified on the PMRC datasheet, for internal fasteners, retaining
ring cap screws only may be supplied in A4‐50 to ISO 3506‐1, with additional requirement
for hardness of max. 22 HRC, and shall have an inspection certificate in accordance with
ISO 10474 type 3.1.B or EN 10204 type 3.1.
Where B8M Class 2 is specified on the PMRC datasheet, for internal fasteners, retaining
ring cap screws may be supplied in A4‐70 according to ISO 3506‐1

5.3.2 Add paragraph:

Retainer ring fasteners sizing shall also be in accordance with ASME VIII Division 1,
Appendix 2.

5.5 Add sentence:

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

5.7 Add paragraph:

Gearbox
Material of the gearbox housing shall be nodular cast iron, carbon steel or equivalent to
the valve body material.

5.8 Add paragraph:

Resilient lining
For valves specified as lined, one of the following resilient lining constructions shall be
used:
 Liner fully bonded to valve body and extending over the body end facings.
 Liner fully bonded to a replaceable core (backing ring).
 Removable liner provided with lips, which will fit into body grooves, and extending
over the body end facings.
The liner shall not bulge or extrude due to compressive forces exerted by the flange
bolts or the piping system.
The design shall ensure complete and proper sealing for both raised and flat face
connecting flanges.
The resilient lining shall comply with the requirements of PMRC MAR VA/137.
The liner shall be capable of withstanding vacuum down to 100 Pa.
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5.9 Add paragraph:

Material acceptance
The Manufacturer shall list the material designation of all valve parts on the valve
general arrangement drawing.

6.3 Add sentence:

Acceptance criteria are to API 598, Table 6.
Alternatively, valves may be pressure tested in accordance with ISO 5208. In that case
the allowable seat leakage rates are as follows:
≤ Clas 600 ≥ Class 900

Both directions: Rate A Preferred direction: Rate A

Soft seated Non‐preferred direction: no

requirement

Both directions: Rate CC Preferred direction: Rate CC

Metal seated Non‐preferred direction: no

requirement

 Test fluid shall be fresh water containing a corrosion inhibitor.

 The chloride content of test water in contact with austenitic and duplex stainless steel
wetted components of valves shall not exceed 30 μg/g (30 ppm by mass).
 Valves with a gear operator or actuator shall be seat tested after assembly of the
operating mechanism.
 The minimum test duration shall be 60 s, which shall commence after the test
pressure has stabilized.

6.4 Delete

6.5 Add paragraph:

Torque
If requested by the Owner, the Manufacturer shall provide the operating thrust and
torque (and the applied safety factors) at maximum differential pressure, and the
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stroking time.

7.1 Add sentence:

i. Year of manufacture.
Add sentence:
Body marking shall either be integral or be made by stamping with a low‐stress die
stamp on a flange rim (for flanged valves) or on the valve body (for butt‐weld,
threaded‐end or wafer/lug type valves).
The body marking shall also include the heat number of the body forgings and castings.
Valves outside the scope of API 609 shall be marked ASME B16.34 instead of API 609.

7.2 Rephrased to read:

Valves having a preferred installed direction (as per acceptance criteria in 6.3) shall
be clearly and permanently marked High Pressure Side in an appropriate location.

8.1.2 Rephrased final sentence to read:

Unless otherwise specified, corrosion resistant steel valves shall not be painted or
coated.

8.3.4 Add sentence:

The protective covers shall be designed to prevent ingress of water and dirt into the valve
during outdoor storage for at least one year.

8.3.5 Add paragraph:

Before packaging and shipment, the valve internals shall be thoroughly cleaned and dried
and the surfaces shall be free from test fluids, cleaning agents, loose particles and organic
substances.
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4.0. BIBLIOGRAPHY

In this PMRC MAR, reference is made to the following Standards/Publications. Unless

specifically designated by date, the latest edition of each publication shall be used, together
with any supplements/revisions thereto:

PETRONAS STANDARDS
Graphitic Packing Material PMRC MAR GS/105
(Additional Requirements To ASTM
F 2168)

Packing Material, Graphite & PMRC MAR GS/106

Carbon Braided (Additional
Requirements To ASTM F 2191)

Lining for valves PMRC MAR VA/137

AMERICAN STANDARDS
Specification for fire test for valves API 6FA:1999
Fire test for soft‐seated quarter API 607 (6th Edition):2010
turn valves
th
Butterfly valves: Double Flanged, API 609 (7 Edition):2009
Lug‐ and Wafer‐Type
Issued by:
American Petroleum Institute,
1220 L Street NW,
Washington, DC 20005,
USA

BRITISH STANDARDS
Testing of valves – Part 2: BS 6755‐2:1987
Specification for fire type testing
requirements
Issued by:
British Standards Institution,
Chiswick High Road,
London, W4 4AL,
United Kingdom

EUROPEAN STANDARDS
Industrial Valves ‐ Metallic EN 593
Butterfly Valves
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Industrial valves – Method for EN 12570:2000

sizing the operating equipment
Issued by:
Commité Européen de Normalisation,
Secrétariat Central,
Rue de Stassart 36,
B‐1050 Brussels,
Belgium

INTERNATIONAL STANDARDS
Industrial valves – Pressure testing ISO 5208:2008
of valves
Industrial valves ‐ Part‐turn ISO 5211:2011
actuator attachments
Metal valves for use in flanged ISO 5752:1982
pipe systems ‐ Face‐to‐face and
centre‐to‐face dimensions
Testing of valves – Fire type testing ISO 10497:2010
requirements
Metallic Butterfly Valves for ISO 10631:1994
General Purposes
Issued by:
ISO Central Secretariat,
1,ch. De la Voie‐Creuse,
Case postale 56,
CH‐1211 Geneve 20,
Switzerland