TECHNICAL SPECIFICATION

GLOBE VALVES
(AMENDMENTS/SUPPLEMENTS TO BS 1873)

MESC SPE 77/103

February 2012

MESC SPECIFICATION DOCUMENT

This document is restricted. Neither the whole nor any part of this document may be disclosed to any third party without the prior written consent of Shell Global
Solutions International B.V., The
he Netherlands. The copyright of this document is vested in this company. All rights reserved. Neither the whole nor any part of this
document may be reproduced, stored in any retrieval system or transmitted in any form or by any means (electronic, mechanical,
mechanical, reprographic, recording or otherwise)
without the prior written consent of the copyright owner.
 MESC SPE 77/103
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PREFACE

MESC (Materials and Equipment Standards and Code) SPE documents reflect the views, at the time of publication, of:
Shell Global Solutions International B.V. (Shell GSI)
and/or
Shell International Exploration and Production B.V. (SIEP)
and/or
other Shell Service Companies.
They are based on the experience acquired during their involvement with the design, construction, operation and
maintenance of processing units and facilities, and they are supplemented with the experience of Shell Operating Units.
Where appropriate they are based on, or reference is made to, international, regional, national and industry standards.
The objective is to set the recommended standard for good design and engineering practice applied by Shell companies
operating an oil refinery, gas handling installation, chemical plant, oil and gas production facility, or any other such
facility, and thereby to achieve maximum technical and economic benefit from standardization.
The information set forth in these publications is provided to Shell companies for their consideration and decision to
implement. This is of particular importance where MESC SPEs may not cover every requirement or diversity of condition
at each locality. The system of MESC SPEs is expected to be sufficiently flexible to allow individual Operating Units to
adapt the information set forth in MESC SPEs to their own environment and requirements.
When Contractors or Manufacturers/Suppliers use MESC SPEs they shall be solely responsible for the quality of work
and the attainment of the required design and engineering standards. In particular, for those requirements not
specifically covered, the Principal will expect them to follow those practices, which will achieve the same level of
integrity as reflected in the MESC SPEs. If in doubt, the Contractor or Manufacturer/Supplier shall, without detracting
from his own responsibility, consult the Principal or its technical advisor.
The right to use MESC SPEs is granted by Shell GSI, in most cases under Service Agreements primarily with Shell
companies and other companies receiving technical advice and services from Shell GSI or another Shell Service
Company. Consequently, three categories of users of MESC SPEs can be distinguished:
1) Operating Units having a Service Agreement with Shell GSI or other Shell Service Company. The use of MESC
SPEs by these Operating Units is subject in all respects to the terms and conditions of the relevant Service
Agreement.
2) Other parties who are authorized to use MESC SPEs subject to appropriate contractual arrangements (whether
as part of a Service Agreement or otherwise).
3) Contractors/subcontractors and Manufacturers/Suppliers under a contract with users referred to under 1) or 2)
which requires that tenders for projects, materials supplied or - generally - work performed on behalf of the said
users comply with the relevant standards.
Subject to any particular terms and conditions as may be set forth in specific agreements with users, Shell GSI
disclaims any liability of whatsoever nature for any damage (including injury or death) suffered by any company or
person whomsoever as a result of or in connection with the use, application or implementation of any MESC SPE,
combination of MESC SPEs or any part thereof, even if it is wholly or partly caused by negligence on the part of Shell
GSI or other Shell Service Company. The benefit of this disclaimer shall inure in all respects to Shell GSI and/or any
Shell Service Company, or companies affiliated to these companies, that may issue MESC SPEs or require the use of
MESC SPEs.
Without prejudice to any specific terms in respect of confidentiality under relevant contractual arrangements, MESC
SPEs shall not, without the prior written consent of Shell GSI, be disclosed by users to any company or person
whomsoever and the MESC SPEs shall be used exclusively for the purpose for which they have been provided to the
user. They shall be returned after use, including any copies, which shall only be made by users with the express prior
written consent of Shell GSI. The copyright of MESC SPEs vests in Shell GSI. Users shall arrange for MESC SPEs to
be held in safe custody and Shell GSI may at any time require information satisfactory to them in order to ascertain how
users implement this requirement.
All administrative queries should be directed to the MESC SPE Administrator in Shell GSI.
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TABLE OF CONTENTS
PART I INTRODUCTION ........................................................................................................ 4
1.1 SCOPE........................................................................................................................ 4
1.2 DISTRIBUTION, INTENDED USE AND REGULATORY CONSIDERATIONS ......... 4
1.3 DEFINITIONS ............................................................................................................. 4
1.4 ABBREVIATIONS ....................................................................................................... 4
1.5 CHANGES SINCE PREVIOUS EDITION ................................................................... 4
1.6 COMMENTS ON THIS MESC SPE ............................................................................ 5
PART II AMENDMENTS/SUPPLEMENTS TO BS 1873:1975 ................................................ 6
PART III REFERENCES ......................................................................................................... 12
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PART I INTRODUCTION

1.1 SCOPE
This MESC SPE specifies requirements for globe valves.
This specification shall apply in addition to the applicable MESC Buying Description,
purchase order or requisition sheet.
The requirements for operation and maintenance of globe valves are outside the scope of
this MESC SPE.
This specification is written as amendments and supplements to BS 1873:1975, which are
covered in Part II of this MESC SPE. The clause numbering of BS 1873:1975 has been
retained and any amendments are identified as Add, Modify to read or Delete. Any
clauses of BS 1873:1975 that are not amended or supplemented by this MESC SPE, shall
apply as written.

1.2 DISTRIBUTION, INTENDED USE AND REGULATORY CONSIDERATIONS

Unless otherwise authorised by Shell GSI, the distribution of this MESC SPE is confined to
Shell companies and, where necessary, to Contractors and Manufacturers/Suppliers
nominated by them.
This MESC SPE is intended for use in oil refineries, chemical plants, gas plants, exploration
and production facilities and, where applicable, supply/distribution installations.
If national and/or local regulations exist in which some of the requirements may be more
stringent than in this MESC SPE the Contractor shall determine by careful scrutiny which of
the requirements are the more stringent and which combination of requirements will be
acceptable with regards to safety, environmental, economic and legal aspects. In all cases
the Contractor shall inform the Principal of any deviation from the requirements of this
MESC SPE which is considered to be necessary in order to comply with national and/or
local regulations. The Principal may then negotiate with the Authorities concerned, the
objective being to obtain agreement to follow this MESC SPE as closely as possible.

1.3 DEFINITIONS
The Contractor is the party that carries out all or part of the design, engineering,
procurement, construction, commissioning or management of a project, or operation or
maintenance of a facility. The Principal may undertake all or part of the duties of the
Contractor.
The Manufacturer/Supplier is the party that manufactures or supplies equipment and
services to perform the duties specified by the Contractor.
The Principal is the party that initiates the project and ultimately pays for its design and
construction. The Principal will generally specify the technical requirements. The Principal
may also include an agent or consultant authorised to act for, and on behalf of, the
Principal.
The word shall indicates a requirement.
The word should indicates a recommendation.

1.4 ABBREVIATIONS
MMMF Man Made Mineral Fibre

1.5 CHANGES SINCE PREVIOUS EDITION

The previous edition of this MESC SPE was dated September 2010. The change is to
update rating of valves in clause 10.5, email address of MESCSPE administrator,
packing & dispatch requirement, incorporate additional requirements for stem
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February 2012
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design & ring joint requirements for body/bonnet joint, add marking requirement
and to delete backseat test.

1.6 COMMENTS ON THIS MESC SPE

Comments on this MESC SPE may be sent to the MESC SPE Administrator at
MESC@shell.com. Shell staff may also post comments on this MESC SPE on the Surface
Global Network (SGN) under the Standards folder.
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PART II AMENDMENTS/SUPPLEMENTS TO BS 1873:1975

2 Add:
Wherever referred to in BS 1873:1975, the following replacements shall apply:
- BS 1560-2 has been withdrawn and is superseded by BS 1560-3.2.
- BS 2080 has been withdrawn and is superseded by EN 12672 and EN 558-1
and EN 558-2.
- BS 3351 has been withdrawn and is superseded by ISO 9606-1, ISO 15607,
ISO 15609-1, ISO 15610, ISO 15614-1 and ISO 15614-2.
BS 6755-1 has been withdrawn and is superseded by EN 12266-1 and EN 12266-2.
5 Add:
For non-metallic materials other than graphite, the rated pressure at the upper and
lower design temperatures shall be specified on the general arrangement drawing.
8.5 Add:
The following tolerances shall apply:
- The maximum allowed lateral misalignment for valves is 2 mm (0.08 in).
- For the angular flange misalignment (parallelism of aligned flange faces), the
maximum measured difference between flange faces shall be not greater than
2.5 mm/m (0.03 in/ft).
8.6 Modify to read:
- End flanges shall be in accordance with ASME B16.5.
- The surface plane of the nut bearing area at the back side of flanged valves
shall be parallel to the machined flange face within 1.
8.10 Add:
c) Body seats shall not be rolled-in.
Separate removable body seats shall be positively secured against loosening.
9.3 Modify to read:
The body to bonnet connection shall be flanged and the flange facings shall be
male-and-female, tongue-and-groove, or ring joint type. Flange sealing faces shall
have a circular shape and shall have a Flange Facing Finish in accordance with
ASME B16.5.
Ring-joint gaskets shall have a hardness equal to or less than that shown
ASME B16.20, Table 1. In addition, the difference in hardness between the
ring-joint gasket and the body/bonnet groove shall be at least 30 Brinell
(HBW).
9.4 Add:
The surface plane of the nut bearing area at the backside of flanged bonnets shall
be parallel to the machined flange face within 1.
9.6 Modify c) to read:
Separate back seat materials shall be the same material composition as either the
trim or body.
Add:
d) Flat back seats shall not be used.
e) If hard facing is applied by welding, it shall have a finished thickness of at least
1.6 mm (0.063 in).
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f) Separate removable back seats shall be positively secured against loosening.

Back seats shall not be rolled-in.
10.4 Add:
In order to minimise disk vibration, globe valves shall be provided with an axially
guided disk, for classes Class 900 and sizes DN 100 (NPS 4).

10.5 Add:
If it is specified that the valve will be installed so that the high-pressure side will
assist the seating action, an integral pressure equalising feature shall be provided in
the following cases:
- Class 150 and in sizes DN 300 (NPS 12).
- Class 300 and in sizes DN 250 (NPS 10).
- Class 600 and in sizes DN 200 (NPS 8).
Class 900, Class 1500 or Class 2500 and in sizes DN 100 (NPS 4).
12.1 Add:
- The hand wheel diameter shall not exceed the end-to-end length of the valve
for classes 300 and above. Handwheel dimensions for class 150 valves shall
not exceed twice end to end dimensions.
- Or 800 mm (31.5 in), whichever is the smaller.
- The hand wheel shall be free from burrs and sharp edges.

12.3 Add:
The nut or screw shall be positively secured against loosening.
13.5 Add:
- If a nut is used to retain the yoke bush, this nut shall be positively secured
against loosening.
- If the yoke bush is of the screwed-in type with a collar, the collar shall be
positively secured against loosening.

13.7 Add
- Stem sections shall be cylindrical, within a tolerance of 0.05 mm (0.002 in).
- Stem shall be straight, within a tolerance over the travel of the stem of 1
mm/metre (0.012 in/ft)
- Stem sealing area shall have a maximum surface roughness (Ra) of 0.8 m
and free from any defects
13.9 Add If it is specified that the valve will be installed underground or at a level below the
operators position, the valve shall have a stem extension to enable remote
operation. Valves to be installed underground shall also have an extension
enclosure.
If a stem extension enclosure is specified, the valve shall be provided with a fully
enclosed, coated stem protector. The minimum clearance between the top of the
stem and the top of the stem protector, with the valve in the fully open position, shall
be 25 mm (0.98 in). If the stem protector obscures the position of the stem it shall
be provided with a position indicator.
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February 2012
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The design of the stem extension and protector (if applicable) shall be subject of
approval by the Principal.

14.1 Modify the final three lines to read:

No more than six packing rings shall be installed in the packing box.
Add:
When a spacer ring is required to reduce the depth of the stuffing box, this shall be
the same material as the gland ring.
Add:
- The surface area of the stuffing box in contact with the packing shall have a
surface finish (Ra) of 3.2 m or smoother.
- The bottom of the stuffing box shall be flat.

14.4 Modify to read:

The packing box wall shall not be penetrated by any drillings or bound by the
thread-end of the backseat bushing.
14.5 Add Modify to read:
- 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.
14.6 Add The gland follower shall be installed so that it protrudes into the stuffing box before
compressing the packing rings.
st
15.2 Modify 1 sentence to read:
The bolt sizing shall be in accordance with ASME B16.34 and ASME VIII Division 1,
Appendix 2.
16.4 Modify final sentence to read:
Gear operated and actuated valves shall be fitted with a mounting flange in
accordance with ISO 5210.
16.5 Add The force required to operate the hand wheel shall not exceed 360 N. For seating
and unseating the valve, a maximum momentary force Fs is allowed in accordance
with EN 12570, Clause 5.1.
16.6 Add Add:
If the force and dimensional limitations, specified in respectively clauses 16.5 and
12.1, are exceeded, the valve shall be provided with a gearbox:
- The gearbox shall be weatherproof.
- Gearboxes with an outer casing for the stem shall be provided with a position
indicator.
- The dimensions of the gearbox shall not exceed the end-to-end dimensions of
the valve for classes 300 and above. Gearboxes dimensions for class 150
valves shall not exceed twice the valve end to end dimensions.
- When the number of hand wheel turns exceeds 100 from fully open to
fully closed, the manufacturer shall specify the number of handwheel turns on
the quotation.
If specified by the Principal, the valve shall be fitted with an actuator.
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February 2012
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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 stem strength shall match that of the
actuator; by inference the stem shall be oversized to accommodate the
safety factor of the actuator. Safety factors of stem design and actuator
are not cumulative.
Gear operated and actuated valves shall be designed to prevent damage to the
drive train of the valve.

18.4 Add Valves containing polymeric or elastomeric materials shall be of a fire-tested design
and certified in accordance with ISO 10497, BS 6755-2, or API 6FA.
Section 3 Add:
- The Manufacturer shall list the material designation of all valve parts on the
valve general arrangement drawing.
- If retaining tabs are applied for securing of valve parts, they shall be compatible
with the body material.
- Material of the gearbox housing shall be nodular cast iron, carbon steel or
equivalent to the valve body material.

19 Modify to read:
The materials shall be in accordance with the MESC Buying Description.
20 Modify to read:
Separate seat materials shall be the same material composition as either the trim or
body.
21 Add:
- The bonnet flange gasket shall be in accordance with the MESC Buying
Description.
- Spiral wound gaskets shall be fully confined or provided with outer and inner
rings.
Gaskets made of compressed asbestos fibre or MMMF gaskets shall not be used.
23 Add:
Separate carbon steel yokes shall only be used for service temperatures between
20 and 400C.
Add:
27
(Austenitic) ductile iron is not allowed when used in combination with austenitic
stainless steel stem material.
30.2 Modify to read:
The materials shall be in accordance with the MESC Buying Description.
30.4 Add:
Welded fabrication is not allowed.
31 Delete
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32 Modify to read:
The packing shall be in accordance with the MESC Buying Description.
33.2 Modify to read:
The yoke bolting shall be in accordance with the MESC Buying Description.
33.3 Add Bolting and other valve components shall not be galvanised or cadmium plated.
38 Add:
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 or
threaded-end valves).
39 Add:
g) Year of manufacture.
h) Both metric and USC units
HP mark on the high-pressure side of valves having an integral pressure
equalising feature as specified in clause 10.5.
40.1 Modify to read:
The heat number is required on all body and bonnet forgings and castings.
44.1 Add:
4. Year of manufacture.

st
45 Modify 1 sentence to read:
Each valve shall be given a shell pressure test, a seat tightness test and a stem
back seat test in accordance with ISO 5208.
Add:
- 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 g/g (30 ppm by mass).
- Valves with stainless steel bellows shall be hydrostatically tested with
demineralised water that has a chloride content of 2 mg/kg (2 by mass) or less.
- 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 stabilised.
- The back seat test is not required. To protect the valve stem from pitting
corrosion, the gland shall remain tightened with the valve back-seated
during the body hydrostatic test.

46 Add:
The valve internals shall be free from test fluids, cleaning agents, loose particles
and organic substances.
47.1 Add:
Unless otherwise specified, corrosion-resistant alloy steel valves shall not be
painted or coated.
47.2 Add:
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Valves shall be properly preserved, fitted with end caps or flange protectors,
placed on an adequate surface and packaged to ensure protection against
damage, ingress of moisture, rainfall and dirt during outdoor storage for at
least one year. Flange protectors in direct contact with flange faces shall not
be of a porous (e.g., wood) material.
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PART III REFERENCES

In this MESC SPE, reference is made to the following publications:

NOTES:
1. Unless specifically designated by date, the latest edition of each publication shall be used, together with any
amendments/supplements/revisions thereto.
2. Most of the referenced external standards are available to Shell staff on the SWW (Shell Wide Web) at
http://sww05.europe.shell.com/standards.

SHELL STANDARDS
Graphite to ASTM F 2168 MESC SPE 85/203
AMERICAN STANDARDS
Specification for fire test for valves API 6FA
Issued by:
American Petroleum Institute
Publications and Distribution Section
1220 L Street Northwest
Washington DC 20005
USA

Valves Flanged, threaded, and welding end ASME B16.34

Pipe flanges and flanged fittings NPS through NPS 24 ASME B16.5
ASME Boiler and Pressure Vessel Code Rules for ASME VIII
construction of pressure vessels
Issued by:
American Society of Mechanical Engineers
ASME International
Three Park Avenue, M/S 10E
New York, NY 10016,
USA

BRITISH STANDARDS
Steel pipe flanges and flanged fittings (nominal sizes half BS 1560-3.2
an inch to 24 inch) for the petroleum industry Part 3:
Steel, cast iron and copper alloy flanges Section 3.2:
Cast iron flanges
Steel globe and globe stop and check valves (flanged and BS 1873:1975
butt-welding ends) for the petroleum, petrochemical and
allied industries
Testing of valves Part 2: Specification for fire type BS 6755-2
testing requirements
Issued by:
British Standards Institution
389 Chiswick High Road
London W4 4AL
UK

EUROPEAN STANDARDS
Industrial Valves Face-to-face and centre-to-face EN 558-1
dimensions of metal valves for use in flanged pipe
systems Part 1: PN-designated valves
Industrial Valves Face-to-face and centre-to-face EN 558-2
dimensions of metal valves for use in flanged piping
systems Part 2: Class-designated valves
 MESC SPE 77/103
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Industrial valves Testing of valves Part 1: Pressure EN 12266-1

tests, test procedures and acceptance criteria (mandatory
requirements)
Industrial valves Testing of valves Part 2: Tests, test EN 12266-2
procedures and acceptance criteria (supplementary
requirements)
Industrial valves Method for sizing the operating EN 12570:2000
equipment
Chemicals used for treatment of water intended for EN 12672
human consumption Potassium permanganate
Issued by:
Commit Europen de Normalisation
Secrtariat Central
Rue de Stassart 36
B-1050 Brussels
Belgium

Copies can also be obtained from national standards

organizations.

INTERNATIONAL STANDARDS
Industrial valves Pressure testing of valves ISO 5208
Industrial valves Multi-turn valve actuator attachments ISO 5210
Approval Testing of Welders Fusion welding Part 1: ISO 9606-1
Steels
Testing of valves Fire type testing requirements ISO 10497
Specification and qualification of welding procedures for ISO 15607
metallic materials General rules
Specification and qualification of welding procedures for ISO 15609-1
metallic materials Welding procedure specification
Part 1: Arc welding
Specification and qualification of welding procedures for ISO 15610
metallic materials Qualification based on tested welding
consumables
Specification and qualification of welding procedures for ISO 15614-1
metallic materials Welding procedure test Part 1: Arc
and gas welding of steels and arc welding of nickel and
nickel alloys
Specification and qualification of welding procedures for ISO 15614-2
metallic materials Welding procedure test Part 2: Arc
welding of aluminium and its alloys
Issued by:
ISO Central Secretariat
1, ch. de la Voie-Creuse
Case postale 56
CH-1211 Genve 20
Switzerland
Copies can also be obtained from national standards
organizations.