Bulletin 6-18

ENGINEERING BULLETIN Page 1 of 4

Revision 0

Installing a Head or Flange with an FS Secondary Seal

A Introduction
The FS-Seal seals against the casing outside diameter, where wide tolerance and rough surface finish
create difficult sealing conditions. A bump on the ID of the seal provides adequate interference for the
allowable casing outside diameter tolerances. A curved recess on the back of the seal controls the
squeeze on the seal, by allowing it to deflect outward when sealing against a larger than normal casing
outside diameter. Two springs are molded into the outer edges of the sealing surface and provide the
seal anti-extrusion capacity. These features make the FS-seal work for 10,000 psi test pressure when
sealing against rough casing outside diameter, and work for 15000 psi test pressure when seal against
machined surface with good surface finish. Equipment rated for 10,000 psi and below will be equipped
with 1/2″ LP test fitting and equipment rated for 15,000 psi will be equipped with 9/16″ HP test
fittings. The same FS seals are used in 10,000 psi and 15,000 psi equipment. Figures 1 and 2 show
equipment rated for 10,000 psi and 15,000 psi respectively.

Figure 1
Low Pressure ‘FS’ Port Diagram (2000psi-10000psi Rated Working Pressure)

Figure 2
High Pressure ‘FS’ Port Diagram (15000psi Rated Working Pressure)
 Bulletin 6-18
ENGINEERING BULLETIN Page 2 of 4
Revision 0

Installing a Head or Flange with an FS Secondary Seal

B Safety Considerations
 Obey all applicable national, provincial/state,
and local laws and regulations regarding
hazardous work environments as required.
 Always wear Personal Protective Equipment
(PPE) appropriate to the job/site.
 Check tools, equipment, personal protective
and safety equipment for hazards before using.
 Refer to the Stream-Flo Corporate Health and
Safety Policy Manual for complete safety-
related issues.
 Obey all safety rules and follow safe work
procedures.
 Before you begin work, familiarize yourself
with the site and any hazards that may exist.

C General Preparation
1. Check stamping and/or name plates of the head, hanger, and adapter to verify their suitability.
2. Ensure all fittings, lockscrews, and ancillary equipment is in place and functioning.
3. Examine and ensure all ring grooves are clean and free of damage. If necessary, dress surface with
emery cloth to restore smoothness.
4. Check the FS-Seals are in place and in good shape. If necessary, Grease the FS-Seals and the FS-Seal
preparations, and then install the FS-seals to the FS-Seal grooves.
5. Verify and locate all ports on secondary. Mark if necessary. Ensure you can identify each port from
the flange OD.

D Preparation of Casing Set

in Slips
1. If sealing on rough casing, have
customer advice weight and grade
of casing and determine casing
collapse pressure.
2. Measure and cut casing to the
height of 6″± 1/8″, measured from
the top surface of the previous
flange below, per Figure 3.
3. If not done already, bevel the
casing as per Figure 3.
4. Dress the top 6” of the casing
outside diameter with emery cloth
to remove any scratches and
smooth out any imperfections.
5. Go to Section F Figure 3
Casing Cut-off and Bevel
 Bulletin 6-18
ENGINEERING BULLETIN Page 3 of 4
Revision 0

Installing a Head or Flange with an FS Secondary Seal

E Hanger Preparation
1. If sealing on the extended neck of a casing hanger, have the customer advise the casing
hanger/primary packoff rated working pressure.
2. Ensure that the casing hanger sits in the head below properly. The distance from top of the extended
neck to the top surface of previous flange is around 6″.
3. Check the seal surface of the extended neck of the casing hanger. If necessary, dress the seal area with
emery cloth to remove any scratches and smooth out any imperfections.

F Installation
1. If necessary, install primary packoff to the head below.
2. Install a new ring gasket in the top flange of the head below
3. Fill the cavity of the head below with light oil.
4. Grease the outside diameter of the casing stub or extended neck of casing hanger, the inside of the
head secondary counter bore, and the FS-Seals.
5. Pick up the head and orient the side outlets properly if the head has side outlets.
6. Carefully lower the head over the casing stub or extended neck of casing hanger.
7. Install flange nuts and make up the flange connection. See the following Engineering Bulletins for
proper flange make-up instructions.
EB 13-10: API 6A Flange Overview and Assembly
EB 13-14: Recommended Flange Bolt Torque for API 6A Flanges

Figure 4A
Pressure Test Between FS Seals & Pressure Test Flange Connection
 Bulletin 05-01
ENGINEERING BULLETIN Page 1 of 3
Revision 3

BOP Test Plug And Running Tool

A General
The blowout preventer (BOP) test plug is used
to test the BOP stack and to run/retrieve the
bowl protectors. It is also called the
"Combination Test Plug and Running Tool".
Note: The test plug is only designed to test the
BOP stack with pressure above the test plug.
The test plug should never be used to
pressure test casing below the plug.
The standard Combination Test Plug has:
Profile, corresponding to the type of casing
head it will be used with.
Replaceable seal, to seal in the casing head.
Four lugs on the upper part of the test plug
body. Figure 1
Weeping holes with buried pipe plugs.
Drill pipe connections: box top and bottom
(different type of connection is available on
special orders).
Central bore.
1 1/2" plug to close central bore.
It is also possible to combine two sizes, usually 11"
and 13 5/8", into one tool, using a 13 5/8" sleeve
which can be attached to the 11" plug using four (4)
set screws.
The "CC" test plug should be used with the "CC 22"
and "CC 29" casing heads and the "CU" all-purpose
head.
The type "H" plug should be used for the type "H"
casing heads only.

Figure 2
 Bulletin 05-01
ENGINEERING BULLETIN Page 2 of 3
Revision 3

BOP Test Plug And Running Tool

B Safety Considerations
Obey all applicable national, provincial/state,
and local laws and regulations regarding
hazardous work environments as required.
Always wear Personal Protective Equipment
(PPE) appropriate to the job/site.
Check tools, equipment, personal protective and
safety equipment for hazards before using them.
Refer to the Stream Flo Corporate Health and
Safety Policy Manual for complete safety-related
issues.
Obey all safety rules and follow safety work
procedures.
Before you begin work, familiarize yourself with
the site and any hazards that may exist.

C BOP TESTING
1. Check the Test Plug:
Verify type and size.
Remove any seal protector, then clean and
visually inspect seal.
Check if internal plug is installed.
Check weeping hole plugs: If the lower BOP
rams are to be tested thrrough drill pipe remove
plugs; otherwise they must be made up tight.
2. Ensure that all lockscrews on the head are backed off.
Note: Lockscrews should never be used to retain the
test plug.
3. Make up the test plug and a joint of drill pipe or make
it up into drill string:
Note : The four lugs must be above the seal (see
Figure 3)
4. Lubricate OD of tool and seals.
5. Lower the test plug thru fully opened BOP (and riser)
into the casing head and land it. The tool’s weight
along with the landing joint (drill pipe) weight should
be adequate for setting the tool. If additional force
is required, it indicates a problem and the tool
should be brought back to the floor (inspect the
tool and stack before proceeding). Figure 3
6. Test the BOP.
7. After test is completed, pull test plug out.
Disassemble it from the string, clean and inspect it.
 Bulletin 9-147
ENGINEERING BULLETIN Page 1 of 6
Revision 0

Installing a CTC-1A-EN Slick Neck Tubing Hanger

with Internal Lifting Threads and CSBS Extended Neck Metal Seal
A Introduction
The Crown ‘CTC-1A-EN’ tubing hanger is a
single completion, extended neck tubing hanger
and is equipped with back pressure valve (BPV)
threads. This particular tubing hanger comes with
dual elastomer annular seals, as well as, a type
“CSBS” metal seal prep in the upper part of the
extended neck.
To avoid damaging the metal sealing surface
during installation, the hanger is also equipped
with a protector sleeve which is held in place by
friction between the oring and tubing hanger. The
‘CTC-1A-EN’ tubing hanger can be installed in
either ‘CTCM’ or ‘CTC’ tubing head.

B Safety Considerations
 Obey all applicable national, provincial/state,
and local laws and regulations regarding
hazardous work environments as required.
 Always wear Personal Protective Equipment
(PPE) appropriate to the job/site.
 Check tools, equipment, personal protective
and safety equipment for hazards before using.
 Refer to the Stream-Flo Corporate Health and
Safety Policy Manual for complete safety-
related issues.
 Obey all safety rules and follow safe work
procedures.
 Before you begin work, familiarize yourself Figure 1
with the site and any hazards that may exist. Tubing Hanger
 Bulletin 9-147
ENGINEERING BULLETIN Page 2 of 6
Revision 0

Installing a CTC-1A-EN Slick Neck Tubing Hanger

with Internal Lifting Threads and CSBS Extended Neck Metal Seal
C Preparation
1. Make sure the tubing hanger, tubing head adapter and tubing head are compatible.
2. Check that all tubing head lockscrews operate freely and are fully retracted. Aligning pin (‘CTC’
tubing head only) also must be retracted.
3. Inspect the tubing hanger threads and seals for damage.
4. Install a CSBS Protector Sleeve.
5. From the top end of the hanger, install a back pressure valve (left hand thread).

D Installing the Tubing Hanger:

1. Install and test BOP stack.
2. Run tubing and establish the desired space-out.
3. Make up the hanger to the last tubing joint.
Check for bottom end stamping: ‘DOWN’. Keep
tongs away from sealing surfaces.
4. Make up the landing joint to the tubing hanger.
5. Measure the distance ‘H’ from the top flange of
the tubing head to the tubing hanger landing
shoulder.
6. Grease the body of the tubing hanger.
7. Make sure the BOP’s are fully open.
8. Lower the tubing hanger and landing joint
through the fully open BOP stack and land it in
the tubing head. The hanger should travel a total
distance of ‘H’ + 7.12”.
9. Tighten the lockscrews on the tubing head.
Refer to the following SFI Engineering
Bulletins:
EB 18-09 Running Procedure for Type 'A'
Lockscrews
EB 18-05 Running Procedure for Type 'P'
Lockscrews
10. Back off and remove the landing joint.
11. Carefully remove the BOP Stack, do not damage
the tubing hanger extended neck. Figure 2
Landing Distance, ‘H’
 Bulletin 9-147
ENGINEERING BULLETIN Page 3 of 6
Revision 0

Installing a CTC-1A-EN Slick Neck Tubing Hanger

with Internal Lifting Threads and CSBS Extended Neck Metal Seal
E Installing the CSBS metal seal, Tubing Head Adapter, and X-mas Tree
1. Carefully remove the CSBS protector sleeve from the tubing hanger.
2. Examine the tubing hanger and ensure the extended neck and CSBS metal seal areas are clean and
undamaged.
3. Install a new CSBS metal seal ring into the top of the tubing hanger. Keep the seal as level as possible.
There will be a gap as shown in figure 3.
Note: Never reuse a metal seal ring.
4. Grease the tubing hanger extended neck and the inner seals of the tubing head adapter.
5. Clean the ring groove on the tubing head and tubing head adapter. Install a new ring gasket.
Note: Use only RX or BX Ring gaskets.
6. Pick up the tubing head adapter and X-mas tree. Orient as required then carefully lower it over the
extended neck of the hanger. Ensure the CSBS metal seal ring is as level as possible.
Tip: If possible, before installing the tubing head adapter, carefully press the CSBS seal ring into the
tubing hanger until no gap remains.
7. Make up the flange connection between the tubing head and the tubing head adapter, per the following
Engineering Bulletins:
EB 13-10: API 6A Flange Overview and Assembly
EB 13-14: Recommended Flange Bolt Torque for API 6A Flanges.

Figure 3
CSBS Metal Seal Ring and Gap
 Bulletin 9-147
ENGINEERING BULLETIN Page 4 of 6
Revision 0

Installing a CTC-1A-EN Slick Neck Tubing Hanger

with Internal Lifting Threads and CSBS Extended Neck Metal Seal
8. Install testing equipment to the port marked “FLG Test Port” (see Figure 4).
Test the flange connection to the rated working pressure of the flange.
Refer to SFI Engineering Bulletin EB 33-05: Field Pressure Testing, for proper field pressure testing
instructions.
Note: DO NOT pressure test thru the monitor port.
9. Rig up testing equipment to the port marked “FS Test Port” (see Figure 4).
Test between the seals to the rated working pressure of the X-mas tree.
Refer to SFI Engineering Bulletin EB 33-05: Field Pressure Testing, for proper field pressure testing
instructions.
Note: DO NOT pressure test thru the monitor port.
10. Retrieve the back pressure valve from the tubing hanger using a lubricator.

Figure 4
Tubing Head Adapter Seals and Ports
 Bulletin 9-147
ENGINEERING BULLETIN Page 5 of 6
Revision 0

Installing a CTC-1A-EN Slick Neck Tubing Hanger

with Internal Lifting Threads and CSBS Extended Neck Metal Seal

Figure 5
Installed Assembly
 Bulletin 18-09
ENGINEERING BULLETIN Page 1 of 4
Revision 4

Running Procedure For Type ‘A’ Lockdown Assembly

A General
The standard type ‘A’ lockdown assembly come standard in all Stream-Flo Crown tubing heads and can be
installed in casing heads on request. The assembly consists of a lockscrew, one beveled washer, one flat
washer, packing, and a bushing (see Figure 1). The lockdown assemblies are intended to retain a hanger or
bore protector and to energize compression packing seals.

Figure 1
Type ‘A’ Lockdown Assembly

During operation of the lockdown assembly, it is important to note the flange stand-off dimension of both
the lockscrew (‘S’) and bushing (‘B’) to prevent damaging any equipment. Tables at the end of this
document list these dimensions for both the retracted and engaged positions for the common flange sizes.
The tables also contain the recommended torque values. As there are various combinations of equipment
that are used with these lockdown assemblies note the tolerances given within the tables. For any special
equipment not listed in these tables, contact the SFI Engineering Department.
When making up lockscrews to retain a hanger the lockscrews should be made up to the proper standoff and
torque listed in the tables.
When making up lockscrews to retain a bore protector the lockscrews will not engage as far, therefore
lockscrew engagement will measure 1/4” (0.25”) more than the engaged dimensions given in the tables (e.g.
“Se” + 0.25”) and a lockscrew torque range of 65 to 85 ft-lbf should be used.
Torque values given are for new and properly lubricated equipment and therefore any corrosion or damage
to the lockdown assembly or prep will greatly affect the torque and needs to be considered when operating
the lockdown assembly.
 Bulletin 18-09
ENGINEERING BULLETIN Page 2 of 4
Revision 4

Running Procedure For Type ‘A’ Lockdown Assembly

B Precautions
The following precautions MUST be taken to prevent damage to components or personal injuries:

CAUTION: BE EXTREMELY CAREFUL when operating lockdown assemblies under

pressure.

Adequate thread engagement is required AT ALL TIMES. The bushing

standoff dimensions ‘Br’ are the maximum safe distance the bushing can
be retracted with adequate thread engagement.

CAUTION: DO NOT retract the lockscrew or bushing further than the ‘Sr’ (Retracted
Lockscrew) and ‘Br’ (Retracted Bushing) dimensions listed in the tables
below.

CAUTION: DO NOT stand in front of, or allow others to be in the path of, the lockdown
assembly that is being operated.

CAUTION: Whenever possible, bleed all pressure from the annulus, Christmas tree,
or flange test port before operating the lockdown assemblies.
 Bulletin 18-09
ENGINEERING BULLETIN Page 3 of 4
Revision 4

Running Procedure For Type ‘A’ Lockdown Assembly

C Lockdown Operation
1. Ensure all bushings have a flange stand-off dimension that is less
than ‘Br’ (see Table 1).
2. Place a wrench on the bushing of the lockdown assembly that is
being operated to prevent rotation of the bushing when the
lockscrew is rotated. Retract all lockscrews to dimension ‘Sr’
(see Table 1).
Note: If there is no well bore pressure, the bushing can be
backed out to a maximum dimension of ‘Br’ to make the
lockscrew easier to turn.
3. Install the equipment into the bore.
4. Run the lockscrew in until it contacts the equipment in the bore.
Figure 2
Do not tighten the lockscrews at this time. Lockdown Tightening Sequence

When a lockscrew is being run in to retain a hanger, the

lockscrew flange standoff dimension should be approximately ‘Se’ (see Table 1).

If the lockscrew contacts the equipment in the bore when the stand-off dimension is approximately
1/2” or greater than the value listed in the tables, the equipment is not properly installed in the bore or
there may be a problem with lockdown assembly.
5. Run the remaining lockscrews in pairs directly across from each other as shown in Figure 2. This will
help keep the hanger centered in the head. Repeat step 4, following Figure 2, until all lockscrews are
contacting the device in the head.
6. Tighten the lockscrews in the same order as they were first engaged. When the lockscrews are fully
engaged the flange standoff dimension should measure ‘Se’ (see Table 1) or less. Recommended
torque values are provided in the tables.
7. Check that all lockscrew standoff dimensions, ‘Se’ (see Table 1), are approximately the same.
A large difference between lockscrew standoff dimensions may indicate the equipment is not properly
landed in the head.
8. Tighten the bushings in pairs following the same procedure as was used for the lockscrews. The
bushing standoff dimension must be ‘Be’ (see Table 1). Recommended torque values are provided in
the tables.
 Bulletin No: 14-40
Engineering Bulletin Page: 1 of 14
Revision No: 3

Field Service Manual,

Gate Valve Model SL-2 / SL-3
 Bulletin No: 14-40
ENGINEERING BULLETIN Page: 2 of 15
Revision No: 3
Field Service Manual, Gate Valve Model SL-2 / SL-3

Table of Contents

1.0 General ............................................................................................. 3

1.1 Safety Considerations 3

2.0 Name Plate Marking ........................................................................ 4

3.0 Installation ....................................................................................... 4

4.0 Operation ......................................................................................... 5

4.2 Closing the Valve

4.3 Opening the Valve
5.0 Design Features .............................................................................. 6

Figure 1 - Type SL-2 7

Figure 2 - Type SL-3 8

6.0 Maintenance..................................................................................... 9
6.1 General 9

6.2 Greasing Stem Bearings 10

6.3 Greasing the Body, with Line Pressure at Zero 10

6.4 Greasing the Body Under Pressure 10

6.5 Replacing the Shear Pin, Bearings, or Stem Packing 11

7.0 Troubleshooting And Repairs ........................................................ 13

 Bulletin No: 14-40
ENGINEERING BULLETIN Page: 3 of 15
Revision No: 3
Field Service Manual, Gate Valve Model SL-2 / SL-3
1.0 GENERAL
The Crown Model SL-2 / SL-3 Gate Valve is a bi-directional valve with a slab gate. It has
a metal-to-metal seal between gate and seats enhanced by a non-elastomeric seal ring for
low pressure sealing.

This valve is available from 2000 to 15000 psi (13.8 to 103.5 MPa) working pressures and
in nominal sizes of 1 13/16″ to 11″ (46 mm to 279 mm) in flanged, threaded, or composite
block valve.

1.1 Safety Considerations

 Obey all applicable national, provincial/state, and local laws and regulations
regarding hazardous work environments as required.
 Always wear Personal Protective Equipment (PPE) appropriate to the job/site.
 Check tools, equipment, personal protective and safety equipment for hazards
before using them.
 Maintenance should be done by qualified personnel and additional requirements
from the end-user may also need to be followed.
 Obey all safety rules and follow safe work procedures.
 Before you begin work, familiarize yourself with the site and any hazards that
may exist.

IMPORTANT! Water expands when it freezes. If water is trapped in a valve and freezes,
expansion of the freezing water can cause pressure to build up inside the valve. If the
valve does not have a pressure relief mechanism, the built-up pressure can exceed the
test pressure of the valve, potentially causing damage to the valve.
 Bulletin No: 14-40
ENGINEERING BULLETIN Page: 4 of 15
Revision No: 3
Field Service Manual, Gate Valve Model SL-2 / SL-3
2.0 NAME PLATE MARKING

A Valve Model F Valve Body Material L Temperature Rating

Nominal Size of Valve (x Bore G Stem Material M Material Class
B
where different from Nominal) H Gate Material N Product Specification Level
C Rated Working Pressure I Seat Material O Performance Requirement Level
D Trim Identification Code J Part Number P Date: month / year
E Valve Serial Number K API Monogram Q Number of Turns to Operate

3.0 INSTALLATION

3.1 Preparation: Check markings on valve. Remove protectors from end connections and
clean grease from ring grooves. Inspect ends; care should be taken to inspect ring
grooves for scratches, nicks or dirt. Scratches or foreign particles may cause leaks.
Small scratches can be smoothed by emery cloth. More serious damage should be
repaired in a service shop. Ensure there are no foreign objects in the valve bore, and
check the valve operation.
3.2 Valves can be installed in any position, and being bi-directional, in either direction.
Ensure access is provided to the handwheel and all fittings.
3.3 The diagram below shows the recommended tightening sequence for
making up the flange bolting (8 bolt shown, with 12 bolt flange, continue
pattern).
 Bulletin No: 14-40
ENGINEERING BULLETIN Page: 5 of 15
Revision No: 3
Field Service Manual, Gate Valve Model SL-2 / SL-3
4.0 OPERATION
4.1 Valve must be operated only in the fully open or fully closed position. Operating the
valve in partially open (throttling) position is not permitted, and can result in extensive
damage.

Number of Turns to Open

Pressure in psi (MPa)
Valve Size
Inches (mm) 2000 3000 5000 10000 15000
(13.8) (20.7) (34.5) (69.0) (103.5)
1 13/16 (46) 11 11

2 1/16 (52) 12 12 12 12 14

2 9/16 (65) 14 14 14 14 15.5

3-1/16 (78)
18.5 18.5 18.5 18.5 19
3-1/8 (79)

4 1/16 (103) 23.5 23.5 23.5 23.5 25

5 1/8 (130) 28.5 28.5 28.5 30

7-1/16 (179)
35.5 35.5 35.5
X 6-1/8 (155.6)

7-1/16 (179)
35.5 35.5 35.5
X 6-3/8 (161.9)
7-1/16 (179) 39.5 39.5 39.5
Gear Op 115 115
9 (229) 49.5 49.5 49.5
Gear Op 144 144 144

The Model SL-2 / SL-3 slab gate must float freely. The gate seal does not depend on
stem force, therefore it is imperative that in the open or closed position the stem is not
jamming the gate.

4.2 CLOSING THE VALVE

Turn the handwheel clockwise until a definite stop is felt, then backoff 1/4 to1/2 turn (1 to
1-1/2 turns if gear operated).

4.3 OPENING THE VALVE

Turn the handwheel counterclockwise until the gate stops, then backoff 1/4 to 1/2 turn
(1 to 1-1/2 turns if gear operated).
 Bulletin No: 14-40
ENGINEERING BULLETIN Page: 6 of 15
Revision No: 3
Field Service Manual, Gate Valve Model SL-2 / SL-3
5.0 DESIGN FEATURES

5.1 Forged body and bonnet.

5.2 Floating slab gate eliminates mechanically induced stem stress in the open or closed
positions. An independent lift nut ensures even contact and a metal-to-metal seal
between the floating gate and seats.
5.3 Interference fit seat carriers (SL-2 valves) provide a corrosion-resistant metal-to-metal seal
between the seats and body.
5.4 Low pressure sealing is enhanced by an annular protrusion on the seat (SL-3) or seat
carrier (SL-2) which maintains constant contact with the non-elastomeric inner seat seal.
An outer wiper/seal is used to protect the metal sealing surface on the seat.
5.5 Non-rising stem has backseating capability allowing stem packing or bearings to be
replaced under pressure.
5.6 Stem packing is spring loaded and composed of non-elastomeric materials.
5.7 Shear pin on stem provides over-torque protection.
5.8 Roller thrust bearings minimize valve operating torque.
5.9 External grease fitting allows easy lubrication of stem bearings.
5.10 Valves with 10000 psi and higher RWP feature a pressure energized bonnet gasket.
2 1/16” to 4 1/16” nominal valves below 10000 psi RWP use a ‘crush ring’ style bonnet
gasket.
5.11 No ports are present in valve body. For lubrication, one safety-capped grease fitting on
the bonnet above the stem backseat allows grease to be added at any time.
5.12 Body cavity is filled with grease to allow easier operation, prevent accumulation of foreign
materials or hydrates, and prevent freezing.
5.13 Full bore / thru-conduit flow with no discontinuities at sealing surfaces minimizes pressure
drop and turbulence.
5.14 Bi-directional design permits use in either direction.
 Bulletin No: 14-40
ENGINEERING BULLETIN Page: 7 of 15
Revision No: 3
Field Service Manual, Gate Valve Model SL-2 / SL-3

Item Brief Description

1 Handwheel
2 Quick Release Pin
3 Stem Adapter
4 Bearing Housing
5 O-ring
6 Thrust Bearing
7 Bearing Grease Fitting
8 O-ring
9 Shear pin
10 Packing Retainer
11 Stem Packing
12 Stem
13 Stud
14 Nut
15 Bonnet
16 Lift Nut
*17 Bonnet Gasket
18 Seat
19 Seat Carrier
20 Grease Fitting
21 Body
22 Gate
23 Gate Guide
24 Seat Seal, Inner
25 Seat Seal, Outer
Name Plate, w/ Pins
26
(not shown)

Figure 1 – Type SL-2

* Valves 4-1/16″ and smaller use a crush-ring-style gasket
 Bulletin No: 14-40
ENGINEERING BULLETIN Page: 8 of 15
Revision No: 3
Field Service Manual, Gate Valve Model SL-2 / SL-3
Item Brief Description
1 Handwheel
2 Quick Release Pin
3 Stem Adapter
4 Bearing Housing
5 O-ring
6 Thrust Bearing
7 Bearing Grease Fitting
8 O-ring
9 Shear pin
10 Packing Retainer
11 Stem Packing
12 Stem
13 Stud
14 Nut
15 Bonnet
16 Lift Nut
*17 Bonnet Gasket
18 Seat
20 Grease Fitting
21 Body
22 Gate
23 Gate Guide
24 Seat Seal, Inner
25 Seat Wiper, Outer
Name Plate (not
26
shown)

Figure 2 – Type SL-3

* Valves 4-1/16″ and smaller use a crush-ring-style gasket
 Bulletin No: 14-40
ENGINEERING BULLETIN Page: 9 of 15
Revision No: 3
Field Service Manual, Gate Valve Model SL-2 / SL-3
6.0 MAINTENANCE
6.1 GENERAL

Mechanical equipment requires regular maintenance in order to eliminate unnecessary

wear, leakage, and to reduce opening and closing torque.

6.1.1 Bearings must be lubricated (see section 6.2) and some parts occasionally replaced.

6.1.2 Filling the body with grease (see section 6.3 or 6.4) improves the valve performance.
Lubrication should be done every 15 to 20 cycles or every six months, whichever occurs first.
The lubrication interval may vary depending on the service conditions and more frequent
lubrication may be required. It is recommended to lubricate the valve body when ‘shutting-in’
the wellhead. Jet-Lube Ezy-Turn Polar or comparable grease is recommended for all sizes
up to 5000 psi (34.5 MPa) and for 10,000 psi (69 MPa) and 15,000 psi (103.5 MPa) valves
under 4-1/16″. Jet-Lube EZY-Turn Arctic #3, EZY-Turn H2S, or comparable grease is
recommended for use in 10,000 psi (69 MPa) and 15,000 psi (103.5 MPa) valves 4-1/16″
and larger.

The following table shows the approximate quantities of grease to use in lbs (kg):
Quantity of Grease Required, lbs (kg)

Valve Size, Rated Working Pressure, psi (MPa)

inches (mm) 3000 (20.7) 5000 (34.5) 10000 (69.0) 15000 (103.5)

1 13/16 (46) 1.5 (0.7) 1.5 (0.7) 1.5 (0.7) 1.5 (0.7)

2 1/16 (52) 1.5 (0.7) 1.5 (0.7) 1.5 (0.7) 2 (0.9)

2 9/16 (65) 2.5 (1.1) 2.5 (1.1) 2.5 (1.1) 3.5 (1.6)

3 1/16 (78) - - 4 (1.8) 5.5 (2.5)

3 1/8 (79) 4 (1.8) 4 (1.8) - -

4 1/16 (103) 9 (4.1) 9 (4.1) 10.5 (4.8) 9.5 (4.3)

5 1/8 (130) 16.5 (7.5) 16.5 (7.5) 24 (10.8)

7-1/16 X 6-1/8
25.8 (11.7) 25.8 (11.7) 25.8 (11.7)
(179 X 156)
7-1/16 X 6-3/8
25.8 (11.7) 25.8 (11.7) 25.8 (11.7)
(179 X 162)
7-1/16 (179) 35 (15.9) 35 (15.9)

9 (229) 65 (29.5) 65 (29.5)

Important: The preferred and safest way to fill the valve body with grease is when the
line pressure is zero.
 Bulletin No: 14-40
ENGINEERING BULLETIN Page: 10 of 15
Revision No: 3
Field Service Manual, Gate Valve Model SL-2 / SL-3
6.2 GREASING STEM BEARINGS
The body lubricant (see section 6.1.2) is suitable for greasing the bearings. Inject grease
into the 1/8" bearing grease fitting (see fig. 1 & 2, item #7), until it appears at the weep
hole beneath the o-ring on the bearing housing (see fig. 1 & 2, item #8). The stem
bearings should be lubricated at the same interval as the body, or more frequently if
required.

6.3 GREASING THE BODY, WITH LINE PRESSURE AT ZERO

6.3.1 Bleed the line pressure down to zero.

6.3.2 Cycle the valve several times to release any pressure, which may be trapped in the body.
Leave the valve in the partially open position.

6.3.3 Remove the protective cap on the grease fitting (see fig. 1 & 2, item #20).

Pressure may be trapped behind the cap – remove it carefully!

6.3.4 Using a pressure relief tool, unseat the ball on the grease fitting. Ensure there is no
pressure in the body.

6.3.5 Attach grease gun to the grease fitting.

6.3.6 Pump the appropriate amount of grease into the valve cavity (see section 6.1.2). If the
valve is removed from service you will see the grease enter the bore, signaling it is full.

6.3.7 Remove the grease gun from the fitting and replace protective cap on the fitting. Cycle
the valve back to its original position.

6.4 GREASING THE BODY UNDER PRESSURE

Extra caution is necessary when greasing the body under pressure.

If line pressure cannot be released, then the following precautions must be taken.

6.4.1 The lubricating equipment must have a working pressure equal to, or greater than the valve
working pressure. The equipment should be tested to ensure it is in proper working order.

6.4.2 Valve should be in the open position.

6.4.3 Extra caution should be taken when removing the protective cap on the grease fitting (see
fig. 1 & 2, item #20). Slowly loosen the cap on the grease fitting and watch for grease or
fluid. Then remove ~1/2 turn at a time, stopping to allow any pressure to escape. If the
pressure is constant and the fitting continues to bleed, retighten the cap. The line pressure
must be bled off and the fitting replaced.
 Bulletin No: 14-40
ENGINEERING BULLETIN Page: 11 of 15
Revision No: 3
Field Service Manual, Gate Valve Model SL-2 / SL-3
6.4.4 Attach grease gun to the grease fitting. Refer to the table in 6.1.2 for the base amount of
grease to use, then increase that amount by 20% to account for line pressure. Turn the
handwheel back and forth approximately 1/4 turn while pumping grease. If the valve is
under pressure but not flowing, partially closing the valve may be required to ensure
grease enters the cavity.

Caution: The grease injection pressure in the grease gun should never exceed the
working pressure of the valve.

6.4.5 Remove the grease gun and replace the protective cap.

6.5 REPLACING THE SHEAR PIN, BEARINGS, OR STEM PACKING

It is recommended to replace the stem packing with the line pressure at zero and the
valve removed from service. The following precautions should be used when replacing
the stem packing with a valve in service.

6.5.1 Valve must be ‘backseated’ if any pressure is present in the line. Close the valve
completely and do not backoff the handwheel.

6.5.2 Loosen the bearing housing and at the same time turn handwheel clockwise and take up
the slack created by loosening the bearing housing. Loosen the housing more and turn
handwheel clockwise. Repeat. If loosening of the housing will not create any slack to the
handwheel, it signals that the stem is ‘backseated’.

Caution: Bearing housing should not be loosened by more than 2 ½ turns before
‘backseating’ is achieved. If bearing housing does not move freely after 2 ½ turns, do not
remove the housing. The valve should be removed from service for the appropriate
repairs.

6.5.3 If the bearing housing rotates freely, remove protective cap from the grease fitting located
on the bonnet.
Note: Slowly loosen the cap on the grease fitting and watch for grease or fluid. Then
remove ~1/2 turn at a time, stopping to allow any pressure to escape. If the
pressure is constant and the fitting continues to bleed, retighten the cap. The line
pressure must be bled off and the fitting replaced.
Using a pressure relief tool, unseat the ball on the grease fitting and bleed off any
pressure trapped above backseat.

If pressure bleeds off to zero, valve is successfully ‘backseated’ and the bearing housing
may be disassembled. If there is a persistent leak, a moderate force is required to turn
handwheel clockwise tightly. Do not use a cheater bar or a wrench on the handwheel to
achieve backseat seal.
 Bulletin No: 14-40
ENGINEERING BULLETIN Page: 12 of 15
Revision No: 3
Field Service Manual, Gate Valve Model SL-2 / SL-3
6.5.4 Remove the handwheel, bearing housing, and the outer bearing (each bearing consists of
two thrust washers and a roller cage assembly). Knock out the shear pin and remove the
stem adapter and other bearing. Inspect stem adapter and replace if bearing surfaces show
damage or pitting. Replace the o-rings on the bearing housing and stem adapter if required.

6.5.5 If only the shear pin and/or bearings need replacement go to step 6.5.9.

To replace stem packing:

Note: When replacing stem packing on a valve in service, proceed with caution. If pressure
is found leaking from the backseat, immediately stop all further action and reduce line
pressure in the valve.

6.5.6 Unscrew the packing retainer (see Fig. 1 & 2, item #10).
BONNET
6.5.7 Retrieve the stem packing using a pick, STEM
prongs, or packing hooks to pull the
STEM
packing out, or by injecting body grease
PACKING
into the grease fitting to hydraulic the
packing out. Care should be taken not
to damage the sealing surface on the
stem or bonnet stuffing box. Apply
adequate grease to new packing set
and slide packing onto stem. Slowly
and evenly tap packing into the bonnet
taking care not to damage any of the
sealing surfaces.

6.5.8 Inspect and clean threads on the bonnet and packing retainer. Apply thread lubricant to
both threads and install the packing retainer. Thread packing retainer until it bottoms out
on the bonnet, then tighten firmly.

6.5.9 Pack bearings with grease. Install the bottom bearing, stem adapter, shear pin, and the top
bearing. Apply thread lubricant to the bearing housing and thread it onto the bonnet
ensuring the o-ring on the stem adapter is correctly in place. Do not fully tighten housing.
Replace handwheel.

6.5.10 Remove the pressure relief tool and replace the cap on the grease fitting. Very slowly unseat
the stem by turning it to open (counterclockwise) and tighten the bearing housing to
mechanically release the backseat seal.

6.5.11 Cycle the valve to see how it performs.

6.5.12 Grease the bearings (see section 6.2) and the body (see section 6.3 or 6.4).
 Bulletin No: 14-40
ENGINEERING BULLETIN Page: 13 of 15
Revision No: 3
Field Service Manual, Gate Valve Model SL-2 / SL-3
7.0 TROUBLESHOOTING AND REPAIRS
7.1 TROUBLESHOOTING

7.1.1 BODY
Problem Area Malfunctioning
Component / Problem
Leakage at end Ring groove seal area
connection damaged
Inadequate torque on flange
studs and nuts
Damaged threads of
threaded end connection
Threaded end connection
loose
Leakage downstream Scored or worn seats
Scored or worn gate
Improper operation
Procedure for
Repairing
Return for reconditioning
Apply torque as per API
6A
Return for reconditioning
Tighten as required
Replace seats
Replace gate
Backoff handwheel ¼ to ½
turn (see section 4.2)

7.1.2 BONNET
Leakage at the Fitting failure Replace fitting
grease fitting (see Loose fitting Tighten fitting
fig. 1 & 2, item #20) Bonnet port thread damage Return for reconditioning
Leakage between Damaged bonnet gasket Return for reconditioning
body and bonnet Damaged bonnet seal area Return for reconditioning
(see fig. 1 & 2, item Damaged valve body Return for reconditioning
#21 and #15) Improper torque on bonnet Re-torque nuts as per
nuts (see fig. 1 & 2, item Stream-Flo specification
#14) (see section 7.2.5)
Leakage at bearing Stem packing failure Remove from service and
grease fitting (see fig. replace stem packing
1 & 2, item #7) or Replace stem packing after
beneath o-ring on backseating (see section
bearing housing (see 6.5)
fig. 1 & 2, item #8)
Unable to remove Threads stripped or Return for reconditioning
bearing housing (see damaged
fig. 1 & 2, item #4)

ENGINEERING BULLETIN
Field Service Manual, Gate Valve Model SL-2 / SL-3
Problem Area Malfunctioning
Component / Problem
Unable to backseat Bearing housing or bonnet
stem (see fig. 1 & 2, threads damaged
item #12) Damaged or corroded
backseat
Unable to remove Threads stripped or
packing retainer (see damaged
fig. 1 & 2, item #10)
7.1.3 OPERATION
Hard to operate Iced up due to hydrates or
low temperature
Accumulation of foreign
matter such as sand or
cement
Damaged stem bearings or
inadequate lubrication
Inadequate body lubrication
Damaged stem or lift nut
threads
Handwheel moves Shear pin broken
freely but valve
operating
sporadically
Bulletin No: 14-40
Page: 14 of 15
Revision No: 3
Procedure for
Repairing
Return for reconditioning
Return for reconditioning
Return for reconditioning
Heat valve using steam and
inject grease into body (see
section 6.3 or 6.4)
Return for reconditioning
Replace bearings (see
section 6.5)
Inject grease (see section
6.2)
Inject grease into valve
body (see section 6.3 or
6.4)
Return for reconditioning
Replace shear pin