SIST EN ISO 22109:2020

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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