1. Scope and purpose
This manual covers procedures for inspection and assessment of the technical condition of non-return valves of various types (rotary, lifting, two-leaf) at industrial facilities. The goal is to identify potential failures such as disc wear, pin damage, and seal seat integrity that could lead to leaks, loss of performance, or total system failure. Regular inspection is critical to ensure reliable and safe operation of piping systems, prevent backflow and protect downstream equipment. This procedure is performed during routine maintenance, before putting new equipment into operation, or when signs of malfunction are detected, such as increased vibration, abnormal noises, or pressure drops.
2. Precautions
ATTENTION! Work with non-return valves involves the risk of injury and equipment damage. Strictly follow all safety rules.
- LOCKOUT/MARKING (LOTO): Before starting any valve disassembly or inspection work, you MUST perform the power lockout/marking (LOTO) procedure in accordance with the company's internal instructions and DSTU EN 10344:2018 (Machine Safety) standard. Make sure all power sources (mechanical, electrical, hydraulic, pneumatic) are disconnected and locked out.
- DEPRESSURE AND DRAINING: Before opening the valve, ensure that the system is completely depressurized and drained of the working medium. Ignoring this step may result in release of hazardous liquids/gases under pressure.
- PERSONAL PROTECTIVE EQUIPMENT (PPE): Use appropriate PPE: safety glasses, protective gloves (chemically resistant if working with aggressive media), safety helmet, safety shoes, protective clothing. When working in conditions of increased noise - hearing protection means.
- THERMAL HAZARDS: Be careful of hot or cold valve and piping surfaces. Use heat-resistant gloves if necessary.
- CHEMICAL RISKS: When working with aggressive chemicals, use appropriate PPE and ensure adequate ventilation.
- LIFTING OPERATIONS: When dismantling large and heavy valves or their components, use suitable lifting equipment and follow slinging rules.
3. Necessary tools and materials
Before starting work, prepare a complete set of tools and consumables.
| The name of the tool/material | Specification | Quantity |
|---|---|---|
| Wrench/socket set | According to flange bolt sizes (metric) | 1 set |
| Torque wrench | Range 20-300 Nm, certified according to DSTU ISO 6789-1:2017 | 1 pc. |
| Measuring probe (set) | The range is 0.05 - 1.00 mm | 1 set |
| Caliper / Micrometer | Accuracy 0.02 mm / 0.01 mm | 1 pc. |
| Metal ruler / Locksmith corner | Accuracy 0.5 mm / DSTU GOST 3749:2018 | 1 pc. |
| Metal cleaner (spray) | No residue, quick drying | 1 balloon |
| Lubricant/non-stick paste | For threaded connections, temperature range according to operating conditions | 1 tube |
| A set of new gaskets | According to valve size (DN, PN) and material (graphite, PTFE, EPDM, etc.) | 1 set |
| A set of brushes for cleaning | Metal and nylon | 1 set |
| Illuminated inspection mirror | Flexible, diameter 25-50 mm | 1 pc. |
| A set of socket head screwdrivers / hexagons | According to the valve cover fasteners | 1 set |
| Personal protective equipment (PPE) | Safety glasses, gloves, helmet, special shoes | 1 set |
| Soft brush / cloth | For delicate cleaning | A few pieces |
| Marker (for marks) | Permanent | 1 pc. |
4. Pre-repair inspection list
Perform a visual inspection and record the initial condition of the valve before disassembly.
| Item | Verification | Acceptance/rejection criteria | Notes |
|---|---|---|---|
| 1. General appearance | Signs of corrosion, mechanical damage, body deformation. | Absence of deep corrosion (>1 mm), cracks, deformations. | Record any deviations, photo fixation. |
| 2. Flange connections | Signs of leaks (drifts, crystallization), condition of bolts and nuts. | No leaks. Bolts and nuts without significant corrosion, not deformed. | Check the tightening of the bolts if a leak is suspected. |
| 3. Availability and legibility of labeling | Name plate, flow direction arrow. | Marking must be clear and correspond to the project documentation. | Check compliance with the working environment, pressure, temperature. |
| 4. Vibration and abnormal noises | When the system is running until it stops. | Absence of excessive vibration, knocking, pulsation. | Indicates a possible vibration of the disk or damage to the internal elements. |
| 5. Body temperature | Measure with a pyrometer. | Correspondence to the temperature of the working environment without local overheating/cooling. | Abnormal temperatures may indicate internal defects. |
| 6. Functionality of indicators (if any) | Checking the position of the disc (if the valve has an external indicator). | The indicator should clearly show the open/closed position. |
5. Step-by-step inspection procedure
Follow each step carefully, following the specified values and criteria.
-
Preparation for inspection and dismantling
- System Shutdown and Power Lockout (LOTO):
Initiate the LOTO procedure: shut down the equipment, close the stop valves before and after the non-return valve. Ventilate and dry the pipe section where the valve is installed. Failure to perform LOTO can result in fatal injury.
Error: Incomplete depressurization of the system. Always check the absence of pressure with pressure gauges.
- Drainage of the working medium:
Open the drain valves to completely remove the liquid or gas from the pipeline section. Make sure that the working medium is completely removed and there is no residual pressure. Ensure the collection of hazardous materials in appropriate containers.
Error: Underestimation of media volume, resulting in spillage.
- Dismantling the flange connections:
Mark the relative position of the valve and piping for correct reassembly. Loosen and remove the bolts/studs of the flange connections. Carefully separate the valve from the pipeline. Use suitable lifting equipment for heavy valves. Clean the flange surfaces of the pipeline from the rest of the gaskets.
Error: Tightening the bolts "across" without gradually loosening, which can lead to deformation of the flanges.
- Dismantling the valve cover:
Unscrew the bolts securing the cover to the valve body (usually this is the upper part). Keep all fasteners and gaskets in order. If the lid is stuck, use a rubber mallet to gently tap around the perimeter to avoid damaging it.
Error: Using a metal hammer or chisel for disassembly, which can damage the sealing surfaces.
- System Shutdown and Power Lockout (LOTO):
-
Inspection of internal components
- Disc (valve) inspection:
Remove the valve disc. Carefully examine its surface. Signs of acceptable condition: smooth surface, without visible grooves, cracks, deep corrosion spots. Critical are:
- Wear/Erosion: Inspect the working surface of the disc for erosive wear, especially on the edges and on the sealing surfaces. Allowable wear should not exceed 0.5 mm from the nominal thickness, unless otherwise specified by the manufacturer. Excessive wear reduces tightness.
- Corrosion/Cavitation: Inspect for cavitation, pitting, delamination. The depth of the caverns is more than 1 mm or their large area is the basis for replacement.
- Deformation/distortion: Check the disc for flatness using a metal ruler and feelers. Permissible distortion is no more than 0.1 mm per 100 mm of length. A curved disk will not ensure a tight fit to the saddle.
Error: Insufficiently thorough inspection of the disk, especially its sealing surfaces.
- Inspection of pivot pin and bushings (for rotary valves):
Remove the pivot pin (axle) and bushings (if present). Inspect the finger for:
- Wear: Measure the diameter of the finger with a micrometer at several points. Permissible wear of the diameter is no more than 0.1 mm from the nominal. Wear of bushings (especially on the inside) is no more than 0.2 mm. Excessive wear leads to backlash and vibration of the disc.
- Deformations/bends: Check finger for straightness. A bend of more than 0.05 mm is unacceptable.
- Corrosions: Signs of intense corrosion can weaken the finger.
Check that the disc rotates freely on your finger after cleaning. Error: Ignoring pivot backlash, which can cause seat and disc wear.
- Seat Inspection:
Thoroughly inspect the seat sealing surface inside the valve body. Use an inspection mirror and a flashlight. Signs of acceptable condition: smooth, even surface, without visible defects. Critical are:
- Erosion/wear: Presence of grooves, sinks, uneven wear. The surface must be absolutely flat and smooth to ensure tightness.
- Corrosion/Cavitation: Indicates material incompatibility or improper operating conditions.
- Buildings/deposits: Residues of working medium that have hardened or corrosive deposits. Delete them completely.
Check the flatness of the saddle using a check ruler and a set of feeler gauges. The permissible gap between the ruler and the saddle should not exceed 0.05 mm. Error: Assessment of the condition of the saddle only visually, without the use of tools.
- Valve Body and Cap Inspection:
Inspect the internal surfaces of the body for corrosion, erosion, cracks, foreign deposits. Check the condition of the threaded holes for attaching the cover. Inspect the sealing surfaces of the cover for damage.
- Disc (valve) inspection:
-
Cleaning and assembly
- Component cleaning:
Thoroughly clean all internal components (disc, pin, bushings, body, cover) from old gaskets, deposits, corrosion. Use appropriate brushes and metal cleaners. Make sure all surfaces are dry and clean before assembly.
- Заміна прокладок:
ОБОВ'ЯЗКОВО використовуйте нові прокладки для кришки та фланцевих з'єднань. Це критично для забезпечення герметичності. Переконайтеся, що матеріал прокладки відповідає робочому середовищу та температурному режиму згідно DSTU EN 1514-1:2009 (Фланці та їхні з'єднання. Типи ущільнювальних поверхонь та їхнє маркування).
Bug: Reusing old gaskets resulting in leaks.
- Assembling the internals:
Install the pivot pin (with new bushings if replaced) and disc. Make sure the disc moves freely and is correctly oriented (opens in the direction of flow). Apply grease or non-stick paste to the threaded joints of the cover bolts to prevent seizing.
Error: Incorrect disk orientation blocking thread.
- Valve Cover Installation:
Install a new gasket and cover onto the valve body. Tighten the cover bolts by hand, then tighten with a torque wrench in a criss-cross pattern to ensure even pressure. Recommended tightening torques for cover bolts:
Bolt diameter (mm) Bolt strength class Tightening torque (Nm) M10 8.8 40-50 M12 8.8 70-80 M16 8.8 150-180 M20 8.8 290-320 Refer to the valve manufacturer's documentation for exact values.
Error: Uneven tightening, which can lead to gasket deformation or leaks.
- Installing the valve in the pipeline:
Install the valve in place, orienting it according to the flow direction arrow. Install new gaskets between valve and piping flanges. Insert the bolts/studs and tighten them by hand. Then tighten with a dynamometric wrench in a cross-cross pattern in several stages to the recommended tightening torque according to the strength class of the bolts and the diameter of the flange (for example, for flanges PN16, DN100, M16 bolts of class 8.8 – 150-180 Nm).
Error: Forgetting the flow direction arrow, resulting in incorrect valve operation.
- Component cleaning:
6. List of post-repair inspections
After completing the installation and before putting the system into operation, perform functional checks.
| Test | Expected result | Actual result | Pass/Fail |
|---|---|---|---|
| 1. Checking the tightness of flange connections | No visible leaks under operating pressure (according to ISO 5208 or API 598). | ||
| 2. Checking the tightness of the shutter | No leakage through the gate under back pressure (according to ISO 5208 or API 598, tightness class D or higher). | ||
| 3. Checking the absence of noise and vibration | Quiet operation of the valve, no excessive vibration. | ||
| 4. Checking the complete opening/closing of the disk | With direct flow, the disk is completely open; in the opposite case, it is completely closed. | ||
| 5. Checking the pressure drop on the valve | The pressure drop is within the allowable values for the given valve type and size. | ||
| 6. Visual inspection of the general condition | No new defects, reliable fixing. |
7. Troubleshooting guide
The table lists common symptoms of check valve malfunctions, their likely causes, and corrective actions.
| Symptom | Probable cause | Corrective action |
|---|---|---|
| Leakage through flange connections | Insufficient bolt torque, damaged/old gasket, flange deformation. | Check the torque of the bolts, replace the gasket, check the flatness of the flanges. |
| Leakage through the valve (backflow) | Disc/seat wear or damage, foreign particles on sealing surface, incorrect disc installation. | Disassemble, clean, inspect and replace damaged components (disc, saddle). |
| The valve does not open completely | Foreign particles, jamming of the hinge mechanism, incorrectly selected spring (if any). | Dismantle, clean, check the hinge. Maybe replace the spring. |
| The valve does not close completely (knocking, vibrating) | Pin/bushing wear, disc damage, insufficient counterweight (for swivels), excessive flow. | Inspect the hinged mechanism, disc. Evaluate operating conditions (flow rate). |
| Excessive pressure drop across the valve | Partial opening of the disc, accumulation of deposits in the body, incorrect selection of the valve size. | Disassemble, clean. Check the correct selection of the valve. |
| Abnormal noise (knocking, buzzing) | Oscillation of the disk due to unstable flow, worn hinge, cavitation. | Check the hinge and disc. Evaluate the hydraulic regime of the system. |
8. Recommended maintenance schedule
| Task | Periodicity | Estimated duration | Qualification level |
|---|---|---|---|
| Visual external inspection | Quarterly / During rounds | 15 min | Technician (Level I) |
| Functional test (opening/closing) | Annually / Every 5000 hours | 30 min | Technician (II level) |
| Full internal inspection (according to this manual) | Every 3-5 years / Every 20,000-40,000 hours / Depending on criticality and environment | 2-4 hours | Technician (III level) |
| Replacement of sealing elements | Every 3-5 years / As needed during internal inspection | 1-2 hours | Technician (II level) |
| Pressure drop measurement | Annually / Every 5000 hours | 15 min | Technician (II level) |
9. Directory of spare parts
To ensure uninterrupted operation, it is recommended to have a set of critical spare parts in stock. Refer to the electronic catalog of UNITEC to select and order the necessary components that comply with CE and UkrSEPRO certificates.
| Part description | Typical specification | Category UNITEC |
|---|---|---|
| Disc (shutter) of the non-return valve | DN 50-300, PN 16-40, material SS316, ASTM A351 CF8M | Valves / Close |
| Pivot pin (axle) | DN 50-300, material SS316, ASTM A276 Type 316 | Valves / Components |
| Set of gaskets (cover, flanges) | According to DN, PN, material PTFE, graphite, EPDM | Seals / Gaskets |
| Set of bolts and nuts | Strength class 8.8/10.9, M10-M24, material A2/A4 | Fasteners / Bolts |
| Hinge mechanism bushings | Bronze (CW453K) or composite material | Valves / Components |
10. Links
- DSTU EN 12516-1:2018. Industrial pipeline fittings. Design of steel valves. Part 1: Calculation method for the strength of the hull elements.
- DSTU EN 10344:2018. Machine safety. Application of energy blocking (Lockout/Tagout).
- DSTU ISO 6789-1:2017. Manual dynamometric tools. Requirements and test methods.
- ISO 5208:2015. Industrial pipeline fittings. Pressure testing of metal valves.
- API 598. Valve Inspection and Testing (Inspection and testing of valves).
- Operating and maintenance instructions from the check valve manufacturer.