Industrial valves - Gearbox for valves (ISO 22109:2020)

This document provides basic requirements for gearboxes to operate industrial valves for manual and automated on/off and modulating duties, this includes manual override gearboxes. It includes guidelines for classification, design and methods for conformity assessment. It does not cover gear systems which are integral part in the design of valves and subsea gearboxes. Other requirements or conditions of use different from those indicated in this document are agreed between the purchaser and the manufacturer or supplier (first party), prior to order.

Industriearmaturen - Armaturengetriebe (ISO 22109:2020)

Dieses Dokument enthält Grundanforderungen an Getriebe für die Betätigung von Industriearmaturen für manuelles und automatisiertes Öffnen/Schließen und Regelbetrieb, einschließlich Getriebe für Handnotbetätigung. Es enthält Leitlinien für Klassifizierung, Ausgestaltung und Verfahren zur Konformitätsbewertung.
Es deckt keine Getriebe ab, die fester Bestandteil der Armaturenkonstruktion und für subsea-Anwendungen vorgesehen sind.
Andere Anforderungen oder Anwendungsbedingungen als die in diesem Dokument angegebenen werden vor Auftragserteilung zwischen Käufer und Hersteller oder Lieferant (erste Partei) vereinbart.

Robinetterie industrielle - Réducteur pour appareil de robinetterie (ISO 22109:2020)

Le présent document fournit des exigences de base pour que les réducteurs puissent faire fonctionner des appareils de robinetterie industrielle utilisés pour des fonctions manuelles et automatisées de marche/arrêt et de régulation, ce qui inclut les dispositifs de commande de secours. Il comprend des lignes directrices pour la classification, la conception ainsi que des méthodes d'évaluation de la conformité.
Il ne couvre pas les systèmes d'engrenages, lesquels font intégralement partie de la conception des appareils de robinetterie et des réducteurs immergés.
Des exigences ou conditions d'utilisation autres que celles citées dans le présent document font l'objet d'un accord entre l'acheteur et le fabricant ou le fournisseur (première partie), avant la commande.

Industrijski ventili - Gonila za ventile (ISO 22109:2020)

Ta dokument vsebuje osnovne zahteve za gonila, ki se uporabljajo za upravljanje industrijskih ventilov za ročna in avtomatizirana opravila vklopa/izklopa ter modulacije, kar vključuje tudi ročne zaustavitve gonila. Vključuje smernice za razvrščanje, oblikovanje in metode ugotavljanja skladnosti. Ne zajema gonilnih sistemov, ki so sestavni del zasnove ventilov in podvodnih gonil. Kupec in proizvajalec ali dobavitelj (prva stranka) se pred naročilom dogovorita o drugih zahtevah ali pogojih uporabe, ki niso navedeni v tem dokumentu.

General Information

Status
Published
Public Enquiry End Date
19-Mar-2019
Publication Date
11-Feb-2020
Current Stage
6060 - National Implementation/Publication (Adopted Project)
Start Date
06-Feb-2020
Due Date
12-Apr-2020
Completion Date
12-Feb-2020

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SLOVENSKI STANDARD
SIST EN ISO 22109:2020
01-marec-2020
Industrijski ventili - Gonila za ventile (ISO 22109:2020)
Industrial valves - Gearbox for valves (ISO 22109:2020)
Industriearmaturen - Armaturengetriebe (ISO 22109:2020)

Robinetterie industrielle - Réducteur pour appareil de robinetterie (ISO 22109:2020)

Ta slovenski standard je istoveten z: EN ISO 22109:2020
ICS:
23.060.01 Ventili na splošno Valves in general
SIST EN ISO 22109:2020 en

2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

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SIST EN ISO 22109:2020
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SIST EN ISO 22109:2020
EN ISO 22109
EUROPEAN STANDARD
NORME EUROPÉENNE
January 2020
EUROPÄISCHE NORM
ICS 23.060.01
English Version
Industrial valves - Gearbox for valves (ISO 22109:2020)

Robinetterie industrielle - Réducteur pour appareil de Industriearmaturen - Armaturengetriebe (ISO

robinetterie (ISO 22109:2020) 22109:2020)
This European Standard was approved by CEN on 3 January 2020.

CEN members are bound to comply with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this

European Standard the status of a national standard without any alteration. Up-to-date lists and bibliographical references

concerning such national standards may be obtained on application to the CEN-CENELEC Management Centre or to any CEN

member.

This European Standard exists in three official versions (English, French, German). A version in any other language made by

translation under the responsibility of a CEN member into its own language and notified to the CEN-CENELEC Management

Centre has the same status as the official versions.

CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia,

Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway,

Poland, Portugal, Republic of North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and

United Kingdom.
EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION
EUROPÄISCHES KOMITEE FÜR NORMUNG
CEN-CENELEC Management Centre: Rue de la Science 23, B-1040 Brussels

© 2020 CEN All rights of exploitation in any form and by any means reserved Ref. No. EN ISO 22109:2020 E

worldwide for CEN national Members.
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SIST EN ISO 22109:2020
EN ISO 22109:2020 (E)
Contents Page

European foreword ....................................................................................................................................................... 3

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SIST EN ISO 22109:2020
EN ISO 22109:2020 (E)
European foreword

This document (EN ISO 22109:2020) has been prepared by Technical Committee ISO/TC 153 "Valves"

in collaboration with Technical Committee CEN/TC 69 “Industrial valves” the secretariat of which is

held by AFNOR.

This European Standard shall be given the status of a national standard, either by publication of an

identical text or by endorsement, at the latest by July 2020, and conflicting national standards shall be

withdrawn at the latest by July 2020.

Attention is drawn to the possibility that some of the elements of this document may be the subject of

patent rights. CEN shall not be held responsible for identifying any or all such patent rights.

According to the CEN-CENELEC Internal Regulations, the national standards organizations of the

following countries are bound to implement this European Standard: Austria, Belgium, Bulgaria,

Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland,

Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Republic of

North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and the

United Kingdom.
Endorsement notice

The text of ISO 22109:2020 has been approved by CEN as EN ISO 22109:2020 without any modification.

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SIST EN ISO 22109:2020
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SIST EN ISO 22109:2020
INTERNATIONAL ISO
STANDARD 22109
First edition
2020-01
Industrial valves — Gearbox for valves
Robinetterie industrielle — Réducteur pour appareil de robinetterie
Reference number
ISO 22109:2020(E)
ISO 2020
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SIST EN ISO 22109:2020
ISO 22109:2020(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2020

All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may

be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting

on the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address

below or ISO’s member body in the country of the requester.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: +41 22 749 01 11
Fax: +41 22 749 09 47
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland
ii © ISO 2020 – All rights reserved
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SIST EN ISO 22109:2020
ISO 22109:2020(E)
Contents Page

Foreword ........................................................................................................................................................................................................................................iv

1 Scope ................................................................................................................................................................................................................................. 1

2 Normative references ...................................................................................................................................................................................... 1

3 Terms and definitions ..................................................................................................................................................................................... 1

4 Classification ............................................................................................................................................................................................................ 2

4.1 General ........................................................................................................................................................................................................... 2

4.2 Kind of operation .................................................................................................................................................................................. 2

4.3 Kind of rotation ...................................................................................................................................................................................... 2

5 Design requirements ........................................................................................................................................................................................ 2

5.1 Endurance ................................................................................................................................................................................................... 2

5.2 Structural integrity .............................................................................................................................................................................. 4

5.3 Self-locking/braking .......................................................................................................................................................................... 4

5.4 Mechanical advantage ....................................................................................................................................................................... 4

5.4.1 General...................................................................................................................................................................................... 4

5.4.2 Manual gearboxes and manual override gearboxes .......................................................................... 4

5.4.3 Automated gearboxes .................................................................................................................................................. 5

5.5 Environmental conditions ............................................................................................................................................................. 5

5.5.1 General...................................................................................................................................................................................... 5

5.5.2 Altitude ..................................................................................................................................................................................... 5

5.5.3 Enclosure protection .................................................................................................................................................... 5

5.5.4 Corrosion protection .................................................................................................................................................... 5

5.5.5 Vibration, shock and seismic conditions ..................................................................................................... 6

5.6 Gearbox attachment ........................................................................................................................................................................... 6

5.6.1 Part-turn gearboxes ...................................................................................................................................................... 6

5.6.2 Multi-turn gearboxes ........................................................................................................................................... ......... 6

5.7 Primary closing direction .............................................................................................................................................................. 7

5.8 Other requirements ............................................................................................................................................................................ 7

5.8.1 Manual operation ............................................................................................................................................................ 7

5.8.2 Position indicator for part-turn gearboxes ............................................................................................... 7

5.8.3 End stop for part-turn gearboxes ...................................................................................................................... 7

5.8.4 Gearing lubricant ............................................................................................................................................................. 7

5.8.5 Noise ........................................................................................................................................................................................... 7

6 Optional equipment .......................................................................................................................................................................................... 7

7 Type and production test ............................................................................................................................................................................. 8

7.1 General ........................................................................................................................................................................................................... 8

7.2 Type tests ..................................................................................................................................................................................................... 8

7.3 Control of production process ................................................................................................................................................... 8

8 Marking .......................................................................................................................................................................................................................... 9

8.1 Mandatory markings ......... ................................................................................................................................................................. 9

8.2 Optional markings ................................................................................................................................................................................ 9

9 Documentation ....................................................................................................................................................................................................10

9.1 General ........................................................................................................................................................................................................10

9.2 Mandatory documentation ........................................................................................................................................................10

9.3 Optional documentation ..............................................................................................................................................................10

10 Packaging ..................................................................................................................................................................................................................10

Annex A (normative) Endurance test procedure ..................................................................................................................................11

Annex B (informative) Load profiles .................................................................................................................................................................12

Bibliography .............................................................................................................................................................................................................................14

© ISO 2020 – All rights reserved iii
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SIST EN ISO 22109:2020
ISO 22109:2020(E)
Foreword

ISO (the International Organization for Standardization) is a worldwide federation of national standards

bodies (ISO member bodies). The work of preparing International Standards is normally carried out

through ISO technical committees. Each member body interested in a subject for which a technical

committee has been established has the right to be represented on that committee. International

organizations, governmental and non-governmental, in liaison with ISO, also take part in the work.

ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of

electrotechnical standardization.

The procedures used to develop this document and those intended for its further maintenance are

described in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the

different types of ISO documents should be noted. This document was drafted in accordance with the

editorial rules of the ISO/IEC Directives, Part 2 (see www .iso .org/ directives).

Attention is drawn to the possibility that some of the elements of this document may be the subject of

patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of

any patent rights identified during the development of the document will be in the Introduction and/or

on the ISO list of patent declarations received (see www .iso .org/ patents).

Any trade name used in this document is information given for the convenience of users and does not

constitute an endorsement.

For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and

expressions related to conformity assessment, as well as information about ISO's adherence to the

World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT) see www .iso .org/

iso/ foreword .html.

This document was prepared by Technical Committee ISO/TC 153, Valves, in collaboration with the

European Committee for Standardization (CEN) Technical Committee CEN/TC 69, Industrial valves, in

accordance with the Agreement on technical cooperation between ISO and CEN (Vienna Agreement).

Any feedback or questions on this document should be directed to the user’s national standards body. A

complete listing of these bodies can be found at www .iso .org/ members .html.
iv © ISO 2020 – All rights reserved
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SIST EN ISO 22109:2020
INTERNATIONAL STANDARD ISO 22109:2020(E)
Industrial valves — Gearbox for valves
1 Scope

This document provides basic requirements for gearboxes to operate industrial valves for manual and

automated on/off and modulating duties, this includes manual override gearboxes. It includes guidelines

for classification, design and methods for conformity assessment.

It does not cover gear systems which are integral part in the design of valves and subsea gearboxes.

Other requirements or conditions of use different from those indicated in this document are agreed

between the purchaser and the manufacturer or supplier (first party), prior to order.

2 Normative references

The following documents are referred to in the text in such a way that some or all of their content

constitutes requirements of this document. For dated references, only the edition cited applies. For

undated references, the latest edition of the referenced document (including any amendments) applies.

ISO 5210, Industrial valves — Multi-turn valve actuator attachments
ISO 5211, Industrial valves — Part-turn actuator attachments
IEC 60529, Degrees of protection provided by enclosures (IP Code)
3 Terms and definitions
For the purposes of this document, the following terms and definitions apply.

ISO and IEC maintain terminological databases for use in standardization at the following addresses:

— ISO Online browsing platform: available at https:// www .iso .org/ obp
— IEC Electropedia: available at http:// www .electropedia .org/
3.1
gearbox

self-contained gear unit for torque/thrust/speed/orientation change that can be manually operated by

handwheel/lever and/or automated with an actuator
3.2
ambient temperature
temperature of the environment surrounding the gearbox (3.1)
3.3
end of travel
predefined position related to a fully open or a fully closed condition
3.4
end stop
mechanical device designed to stop the gearbox (3.1) drive train movement
3.5
endurance
lifetime without failure at specified conditions and tested by the type test
© ISO 2020 – All rights reserved 1
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SIST EN ISO 22109:2020
ISO 22109:2020(E)
3.6
indicating arrangement
device, externally visible, showing the position of the valve obturator
3.7
rated torque

classification defined by the gearbox (3.1) manufacturer used to define the maximum gearbox operating

torque capability
3.8
rated thrust

maximum thrust for linear output actuators, available for valve operation, as stated by the manufacturer

or maximum thrust for multi-turn output actuators, the actuator can withstand as stated by the

manufacturer
[SOURCE: ISO 22153:2020, 3.7]
4 Classification
4.1 General

Gearboxes are classified per kind for operation and rotation and/or linear movement as detailed in 4.2

and 4.3.
4.2 Kind of operation
There are three kinds of operation:

— manual: gearbox designed for manual operation only, typically this has only one input, normally by

a handwheel;

— automated: gearbox designed for automated operation, typically this has only one input, normally

by an actuator for example according to ISO 22153;

— manual override: gearbox designed for overriding automated operation, typically this has two

inputs. The primary input is normally an actuator. The secondary input is normally by a handwheel.

The secondary input is normally disengaged when the gearbox is being used in automated mode and

is engaged when manual operation is required, e.g. on loss of power.
4.3 Kind of rotation
There are two kinds of rotation:

— part-turn: gearbox which transmits torque to the valve for a rotation of less than one revolution;

— multi-turn: gearbox which transmits torque for a rotation of at least one revolution and may be

capable of withstanding thrust to the valve.
5 Design requirements
5.1 Endurance

The basic design requirements for automated gearboxes duty classification are given in Table 1.

2 © ISO 2020 – All ri
...

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