Using Belleville Springs on Ball Valves

17 Jun.,2024

 

Using Belleville Springs on Ball Valves

Particularly in ball valves, when Belleville springs are added to the gland and around the seat, they ensure that the bolt preload is retained to immensely reduce fugitive emissions. The load around the ball is also equalized and the seal is upheld, while withstanding temperature and pressure changes, as well as general seat wear. Before examining the benefits of the Belleville spring on ball valves, it is important to understand the Belleville spring. Belleville washer, conical washer, disc spring, coned-disc spring, etc. are other names for the same product. It is essentially a washer with a conical shape that produces spring characteristics when loaded axially. The term Belleville is derived from the initial patent holder, Julian Belleville, who originally designed the Belleville spring to be used in valves.

Contact us to discuss your requirements of belleville springs ltd. Our experienced sales team can help you identify the options that best suit your needs.

The Anatomy of a Belleville Spring

Bellevilles are commonly described by their inside diameter (ID), outside diameter (OD), thickness (t), and deflection (h). Once these dimensions and the material are known, the load versus deflection may be modeled. As the spring is loaded axially, often it will deflect linearly until it is extremely close to flat. The load will then increase exponentially until it reaches flat. Low stress Bellevilles will exhibit a non-linear load versus deflection curve. Belleville springs can also be designed to provide an optimal spring rate for the performance requirements of the application.

Live Loading Ball Seats

Ball seats provide a seal between the ball and the valve body. An entire column can easily be devoted to a seat design discussion as there are many materials and styles to consider. The load on the seat must be within a certain range for the seat to be effective. If the load is too low, there will be leakage. If the load is too high, excessive wear will occur and/or the valve will not operate. Often, the seat will have little elasticity (especially metal seats). Since the valve components are generally machined to a set of tolerances, it is difficult to guarantee the seat is properly loaded.

The ball seat can be live loaded with a Belleville to ensure that the load is within the proper range. Since these loads are usually much lower than those used to seal packing stems or gaskets, the spring stresses can be lower. Some Bellevilles with very low stresses can produce a load curve with a rate of nearly zero. This means that as the spring deflects, there is little change in load. This is a desirable quality for a spring used in this application since a specific load can be maintained through a wide range of tolerances.

Placement of Belleville Springs around the Seat

Many seat designs within a ball valve incorporate two Belleville springs. The first one is typically installed

on the downstream side of the seat, with the other one behind the upstream bearing ring. Using two Belleville springs on either side of the seat can form a seal regardless of the flow direction. This allows for a uni-directional shut-off valve, used in high pressure applications, or a bi-directional shut-off valve, which allows for shut-off flow in either forward or reverse direction. Another benefit of using Belleville springs

on both sides of the seat is to equalize the load, while also compensating for seat wear, due to pressure and temperature changes. There are two types of ball valves based on the ball type: floating ball valve and trunnion mounted ball valve.

Belleville Springs on Floating Ball Valves

Floating ball valves have a floating ball inside the valve body. The ball is able to move along the axis, but does not have any freedom to rotate against the stem. Belleville springs are utilized in this application around the seat springs. When open, the ball drifts toward the downstream side and tightly pushes against the seat to ensure sealing reliability. Under the typical low to medium pressure application, seals are created by the Belleville spring-loaded seats pushing against the ball.

Belleville Springs on Trunnion Ball Valves

Unlike the floating ball valve, the ball of a trunnion ball valve is fixed. Trunnion ball valves are used in high pressure applications and in large sized valves. The ball remains centered on the shaft within the downstream Belleville seat spring and the upstream Belleville seat spring. As the pressure builds downstream, a Belleville spring is used on the downstream seat, creating a seal. The Belleville spring on the upstream seat also flexes with the pressure movement of the seat and maintains the upstream seal.

Under extremely high temperatures and pressures, such as in nuclear applications, the use of Belleville springs compensate for the differential thermal expansion of the internal parts at elevated temperatures by absorbing the heat expansion. They provide the initial sealing force in applications relating to gradual building pressures. Therefore, Belleville springs on ball valves ensure that the valve will not get stuck and can open and close with ease under these abrasive conditions.

Live Loading on the Gland Follower

One common application for Bellevilles in valves is live loading of packing. The term &#;live loading&#; means using a spring to maintain load on a seal. Most of these valves utilize studs or bolts to exert load onto the gland follower, which loads the packing. As the valve is operated, some of the seal material is lost during each operation. This material loss is called packing consolidation. High temperature and thermal cycling can accelerate packing consolidation. As this occurs, preload is lost on the seal. Once the preload falls below a certain threshold, a leak will occur. Since the stretch in the stud is small, loss of preload can occur quickly.

Belleville springs are used to maintain load on the gland follower. They are typically arranged in a stack on the stud to increase the elasticity of the system. Seal materials are lost over time; however, the live-loaded stud will lose less load because the deflection of the spring stack is significantly greater than the stretch of the stud alone. If load is maintained on the seal, a leak is much less likely.

&#;Packing sets can be live-loaded to reduce degradation of compressive load for better seal performance. Live loading uses spring- disc or Belleville washers compressed on the gland follower under the gland stud nuts to effectively increase the energy in the gland stud bolts. Tests have shown that it can enhance the performance of all types of packing sets, especially those subject to thermal cycling.&#;

Best Materials of Belleville Springs to use on Ball Valves

One would think that the obvious choice would be to match the Belleville material to the valve body material. However, this rarely is a good choice. Bellevilles are highly stressed parts while the stresses in the valve bodies are much lower. Therefore, it is important that the spring material has a high yield strength. This greatly reduces the candidate materials. In addition, the spring may be exposed to high temperatures and/or corrosive media. The spring material must be capable of withstanding the temperatures and environment under stress without failure over time. Below are some factors to consider when selecting a material:

1.  What are the minimum and maximum temperatures?

This is not necessarily the process temperature. The springs may be removed from the process and so the temperature at the spring may be different from the process. Once the temperature is known, the list of candidate materials will be narrowed based on the effect the temperature will have on the mechanical properties. Since each spring is designed based on the material properties, it may be necessary to change the design to accommodate the temperature extremes.

2.  What is the environment?

Any time spring material is highly stressed, corrosion-assisted failure is a concern. Some materials are more susceptible to cracking in certain environments than others. As expected, the best alloys for highly corrosive environments are often the most costly. However, in some cases, springs may be protected (plating) or the design may be altered to reduce stresses to an acceptable level.

3.  How fast are the parts needed and what is an acceptable price?

Many designs may not be available as a standard. This will always increase lead time. In addition, some raw materials may meet all of the performance requirements but will be unacceptable due to cost or lead time. These are factors that should be considered at the design stage.

Questions the Belleville Springs Supplier will Ask

In order to suggest or design a spring for any given application, the manufacturer of the spring will ask certain questions about the application&#;s requirements:

1.  What are the space constraints?

This includes ID, OD, and height allowance.

2.  What is the aim preload for the spring and the aim deflection?

Each spring design will have a certain load at a given installed height. The aim preload will be based on the force that is required to seal the seat, packing, gasket, etc. Manufacturing and assembly tolerances will result in a variation in installed height for the spring. This will change the resultant preload. The spring design should be evaluated based on whether this variation in load is acceptable for the application.

3.  What is the operating environment for the spring?

This includes issues temperature and corrosion.

4.  What is the commercial requirement?

The quantity and lead time requirements should be considered at the design stage since these factors affect manufacturing processes, material selection, etc.

Summary

Ball Valves may leak due to a variety of reasons. One of the most prevalent causes is a loss of bolt preload. When Belleville springs are added to the gland as well as the seat spring of a ball valve, they chiefly ensure that the bolt preload is retained to greatly reduce fugitive emissions. In addition to maintaining the load, the addition of Belleville springs on a ball valve can extend the life of packing, improve performance, and reduce the overall cost of ownership.

belleville vs coil - Spring engineering

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belleville vs coil

belleville vs coil

caddelljoey

(Agricultural)

(OP)

2 Sep 15 14:33

Im needing a spring with at least a couple feet of deflection. An Infinite fatigue life is desired. Diameter a maximum of about 3.5 inches. Length is not an issue. It seems belleville washers may seem like my viable option. The buckling of compression springs at this length throws them out. Maybe very long extension springs at a small percentage of deflection for infinate cycles? My main question is as long as belleville washers are not stacked parallel is there still a damping effect and thus energy loss?

RE: belleville vs coil

TVP

(Materials)

2 Sep 15 16:27

Have you investigated non-metallic options like air springs or elastomers? The diameter is quite small for that kind of travel. Is there a way that you can implement a linkage that would reduce the necessary spring travel?

RE: belleville vs coil

caddelljoey

(Agricultural)

(OP)

2 Sep 15 16:58

This is down a borehole and prefer a mecanical spring. Does anyone know if dampening of bellevilles causes a significant energy loss?

RE: belleville vs coil

desertfox

(Mechanical)

2 Sep 15 21:08

Either a spring made with belville washers or coils will absorb energy however the spring will store the energy and return the energy at the first opportunity, if you want to the dissipate the energy then you need a shock absorber using gas or oil.

Hi cadelljoeyEither a spring made with belville washers or coils will absorb energy however the spring will store the energy and return the energy at the first opportunity, if you want to the dissipate the energy then you need a shock absorber using gas or oil.

&#;Do not worry about your problems with mathematics, I assure you mine are far greater.&#; Albert Einstein

RE: belleville vs coil

dgallup

(Automotive)

2 Sep 15 21:41

Just how do you propose getting several feet of deflection from a belleville washer 3.5 inches in diameter? You are going to have to stack up dozens of them inside a tube or over a rod. You could do the same with a coil spring to control the buckling. Either one is going to have a pretty large amount of friction (energy loss) which is not going to help your "infinite fatigue life" criteria. What is your actual life requirement? Typical S/N curves only go out to about 10^7, that is a long way short of infinite. I've had springs break at 10^8 when my requirement was 10^9. Simply keeping stress below the "fatigue limit" won't get you to "infinite life".

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RE: belleville vs coil

caddelljoey

(Agricultural)

(OP)

3 Sep 15 01:33

Im not wanting to dissapate the energy..bellvilles return the same amount of energy as coil springs if stacked alternatlely(in series) or less ?

RE: belleville vs coil

desertfox

(Mechanical)

3 Sep 15 05:24

Energy loss is the same as dissipating energy through heat, friction etc.

Why not tell us exactly what your trying to do in a single post instead of dribbling information over several posts.

Here is a link to belville washers technical handbook

http://schnorr.com/downloads/handbook/16-engineeri...

In it you will find towards the end the frictional losses for spring stacks which will be in the order of 2,5,15% of the spring force, however you haven't provided any load information about either a coil spring or a belville spring stack other than diameter, spring life, what about spring stiffness or load at length because it's these parameters that will govern the energy losses that you require.

CaddelljoeyEnergy loss is the same as dissipating energy through heat, friction etc.Why not tell us exactly what your trying to do in a single post instead of dribbling information over several posts.Here is a link to belville washers technical handbookIn it you will find towards the end the frictional losses for spring stacks which will be in the order of 2,5,15% of the spring force, however you haven't provided any load information about either a coil spring or a belville spring stack other than diameter, spring life, what about spring stiffness or load at length because it's these parameters that will govern the energy losses that you require.

&#;Do not worry about your problems with mathematics, I assure you mine are far greater.&#; Albert Einstein

RE: belleville vs coil

israelkk

(Aerospace)

3 Sep 15 10:07

There is a way to to make a long compression spring guided over a rod or inside a cylinder without buckle and minimal friction as a result. However, as desertfox stated maybe you can provide actual properties expected from the spring. Such as, exact force/s vs deflection, rate, etc.

RE: belleville vs coil

MikeHalloran

(Mechanical)

3 Sep 15 17:34
I'm betting the pile will fall over before you run out.
Note also that the inner and outer edges are both rough, so while it is possible to guide them, there will be uncertain friction against the guides.
You might be better off stacking closed and ground coil springs, which at least give you a finite radius on the rubbing surface.

You could also make one really long spring with square-ish coils from a long piece of hollow bar, given a really long lathe and a milling spindle on the slide, or maybe use a wire saw on the slide and make it look like a very long Heli-Cal. ... but cutting springs from hollow bar is normally done for very high force within a limited envelope, not for very high stroke within a limited envelope.
... but no matter how nicely you make it and how perfectly square the ends are, it will still buckle, and need guidance.
Maybe you could line the outer tube with plastic, if you can find one that will take your downhole temperatures.

As israelkk said, providing some more of the spring parameters you actually need would help us eliminate some of the most inappropriate possibilites.

How much 'idle length' do you have available? Could you, for instance, use an extension spring that's ten feet long, plus a two foot stroke, making your assembly's OAL approx 12 feet?

Buy a couple dozen Bellevilles and see how high you can stack them on your desk, like a high tech Jenga.I'm betting the pile will fall over before you run out.Note also that the inner and outer edges are both rough, so while it is possible to guide them, there will be uncertain friction against the guides.You might be better off stacking closed and ground coil springs, which at least give you a finite radius on the rubbing surface.You could also make one really long spring with square-ish coils from a long piece of hollow bar, given a really long lathe and a milling spindle on the slide, or maybe use a wire saw on the slide and make it look like a very long Heli-Cal. ... but cutting springs from hollow bar is normally done for very high force within a limited envelope, not for very high stroke within a limited envelope.... but no matter how nicely you make it and how perfectly square the ends are, it will still buckle, and need guidance.Maybe you could line the outer tube with plastic, if you can find one that will take your downhole temperatures.As israelkk said, providing some more of the spring parameters you actually need would help us eliminate some of the most inappropriate possibilites.How much 'idle length' do you have available? Could you, for instance, use an extension spring that's ten feet long, plus a two foot stroke, making your assembly's OAL approx 12 feet?

Mike Halloran
Pembroke Pines, FL, USA

RE: belleville vs coil

drawoh

(Mechanical)

9 Sep 15 15:00

A coil spring will not buckle if there is a shaft inside. A shaft inside is absolutely necessary for belleville springs, as noted by MikeHalloran.

Try working out some designs with your various springs. Almost certainly, you have not described all our design parameters to us. I have designed a series of adjustable optics mounts based on an Oriel mount that used rubber springs. I determined that a stack of belleville springs had a lower nominal height for a given deflection, so I switched. Then, I discovered that medium strength die springs, usually painted blue, used less height than the belleville springs, and thus, were more efficient for my application.

Belleville springs are very stiff. If you need stiffness, I don't see similar sized extension springs as an alternative.

caddelljoey,A coil spring will not buckle if there is a shaft inside. A shaft inside is absolutely necessary for belleville springs, as noted by MikeHalloran.Try working out some designs with your various springs. Almost certainly, you have not described all our design parameters to us. I have designed a series of adjustable optics mounts based on an Oriel mount that used rubber springs. I determined that a stack of belleville springs had a lower nominal height for a given deflection, so I switched. Then, I discovered that medium strength die springs, usually painted blue, used less height than the belleville springs, and thus, were more efficient for my application.Belleville springs are very stiff. If you need stiffness, I don't see similar sized extension springs as an alternative.

--
JHG

RE: belleville vs coil

btrueblood

(Mechanical)

9 Sep 15 17:36

"Belleville springs are very stiff. If you need stiffness, I don't see similar sized extension springs as an alternative."

Well, actually Bellevilles I have used can have a zero, or even negative stiffness, depending on where they were in their load/deflection curve... I think what you mean is "Belleville springs have a high load capacity in a much more compact size than coil springs".

But I'm being pedantical.

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