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The Case for OEM Certified Valve Repair

In today’s competitive business environment, myriad challenges face the owner/operator of an industrial process plant.
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Between Risk and Reward

In managing a business in this environment the proper balance between risk and reward must be established and maintained. For a process plant the most potent risks are those that threaten safety or reduced process uptime or availability. Despite the high associated risk, not all process plant owner operators rely solely on OEM parts for engineered equipment or OEM or OEM-certified third parties for servicing that equipment. Use of non-OEM parts and non-certified service suppliers are arguably the one common sourcing practice that poses the highest safety and/or downtime risk in a modern process plant. Further, it can be argued that OEM sanctioned supply of parts and service is particularly prudent for support of industrial valve assets.

Of all the equipment in a process plant, valves are perhaps the most omnipresent and critical components and are subjected to the full brunt of the process flow stream. For example, as the final control element, a control valve must reliably throttle while being subjected to the forces of fluid flow, temperature and pressure. Inaccuracies or sluggishness of control caused by poor quality final control elements cannot be overcome with the best DCS installation, advanced loop tuning or state-of-the-art measurement devices and schemes. Other industrial valves, such as emergency shutdown or safety relief valves, play a critical role in maintaining safe plant operations. From tight shutoff isolation and overpressure protection to emergency shutdown, a wide range of critical functions are performed by industrial valves.

Safeguarding Your Investment

The significant investment in valves within any industrial process plant must be safeguarded with efforts to sustain high quality and reliable performance. Exacting factory design, manufacturing, testing and certification of industrial valves must not be compromised later through ill-advised maintenance practice. In many cases the compromise to product integrity that results through sourcing of non-certified valve servicing introduces significant risks of performance degradation in control or safety function. In some instances, defects from improper servicing can lead to process downtime or even catastrophic consequences in the event of valve failure.

The impact of poor performance or failure of industrial valves is clear, but why does uncertified or worse, unqualified, service pose such a high risk to proper valve function?  Unqualified technicians using improper service methods can affect the quality of individual valve component parts, and improper assembly technique clearly can affect overall valve performance integrity. When using sources not sanctioned by the OEM for valve service, the process owner cannot be assured that industry standards and equipment certifications are maintained. Indeed, ANSI, ASME, PED, OSHA, FM and other industry and product qualifications and certifications can be compromised through improper service or maintenance practice. Furthermore, non-sanctioned sources using improper servicing practice can compromise basic function, performance or safety integrity of the valve as originally designed and manufactured. Simply put, poor service technique yields poor valve quality. And of course, poor valve quality impacts process reliability and safety.

In addition to increased incidence of problems (Table 1), the use of non-sanctioned service providers gives the plant owner/operator less recourse in product liability cases. OEM manufacturers typically do not honor warranty obligations if non-qualified, third-party servicing causes any deterioration of product integrity. Similarly, legal recourse is limited as the owner/operator has contributed to the problem by adding risk through the use of non-qualified suppliers.

To ensure problems don’t occur, only the OEM can draw upon knowledge of product design details and ready access to the most relevant experience in product specific application skill. To ensure design integrity is maintained throughout the product lifecycle, servicing is ideally performed by the OEM or OEM-certified service organizations that deploy technicians who are trained extensively prior to certification. After receiving both classroom and hands-on experience, technicians typically are tested through written and practical application. Each certified service organization must also maintain proper certificates of authorization, such as those from ASME, in addition to maintaining OEM certification enforced through regular audit.

A Range of Services

Furthermore, most OEMs offer a broad range of services not available from the non-OEM, constituting a whole set of capability that can be described as “service to improve” rather than “repair to restore.” While the non-OEM source can typically only recondition or repair a valve to “as was” condition, the OEM has full technical backing to help end- users improve valve performance and reliability through advanced services such as diagnostics, design and application engineering support, and migration to improved technology. Even for non-critical valves being reconditioned, OEM-certified technicians, through their valve expertise, are better equipped to deploy preventive maintenance practice that translates into significant reduction of unplanned maintenance. That capability coupled with higher quality of repair from the OEM can yield significant savings in product life-cycle costs.

To reduce the risk of valve performance problems, valve failures or process downtime, a process plant owner operator is best served by using OEM or OEM-certified repair throughout the valve’s lifecycle. OEM service and repair ensures the proper technical expertise and maintenance practice leads to reliable product performance and increased process availability. Given the importance of industrial valve assets, their contribution to safe and profitable plant operation and the risks introduced by non-sanctioned repair, OEM certified and warranted servicing is the only way to go. VM

Patrick Leask is director of strategic marketing for Dresser Masoneilan. Reach him at  patrick.leask@flowcontrol.dresser.com.

 

What Can Go Wrong?

 

 

 

Component Dimensional Integrity

Impact

Improper fit of guiding surfaces

Excessive friction; high wear and poor control

Improper shaft/stem finish

Excessive packing wear; Leaks to environment

Improper flange gasket finish

Leaks to environment

Inaccurate seat geometry

Seat leakage; shorter trim life

 

 

Materials of Construction

 

Improper selection –corrosive

Shorter trim life; unexpected part failure

Improper heat treat or surface treatment

Shorter trim life; possible part failure

Improper use of lubricants / sealants

Seizing of moving parts; accelerated corrosion

Improper welding procedure

Part failure

 

 

Assembly / Calibration Integrity

 

Improper torquing of bolted joints

Compromise of pressure containment

Improper positioner calibration

Loss of control performance

Improper seat alignment / seal assembly

Excessive leakage

Poor actuator alignment

Excessive wear; shorter life

 

 

Processing and Certification

 

Lack of non-destructive examination

Failure of pressure containing part

Lack of positive material identification

Failure of trim component

Lack of code qualification

Compromise of safety related integrity

Improper test & inspection

Increased level of defects at start-up

 
Table 1. Numerous product integrity compromises can occur when valves are serviced by non-sanctioned facilities.

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How to Find an OEM-Certified Facility

You’re responsible for maintaining valves, actuators and controls in an industrial application, and you recognize the importance of using OEM or OEM-certified service facilities. But how do you go about locating OEM or OEM-certified valve repair and service facilities? It’s simple. Turn to the members of the Valve Repair Council (see list of members on page 51).

The VRC was formed 20 years ago when the member companies of the Valve Manufacturers Association of America saw a need to promote both safety and quality in valve and actuator repair. As a result, the service operations of VMA members banded together to create the Valve Repair Council. Membership in the council is open to all VMA members who have either in-house service operations or out-of-plant service facilities, as well as their authorized independent facilities.

To learn more about the Valve Repair Council, visit VMA.org and click on the Valve Repair Council link, or email Marc Pasternak, VRC executive director, at mpasternak@vma.org.

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