ISO 22109:2020

Overview

ISO 22109:2020 - Industrial valves - Gearbox for valves - defines basic requirements for gearboxes used to operate industrial valves in manual, automated and manual-override configurations. The standard covers classification, design requirements and methods for conformity assessment for on/off and modulating duties. It excludes gear systems that are integral parts of valve designs and subsea gearboxes. Other conditions of use are to be agreed between purchaser and manufacturer.

Keywords: ISO 22109:2020, industrial valves, gearbox for valves, valve gearbox, manual override, part-turn, multi-turn, endurance.

Key topics and technical requirements

• Scope and classification
  • Covers three kinds of operation: manual, automated, and manual override.
  • Covers two kinds of rotation: part‑turn (less than one revolution) and multi‑turn (one or more revolutions).
• Design requirements
  • Endurance: duty classes A–D (On‑off, Inching/positioning, Modulating, Continuous modulating) with specified endurance cycles and start counts (see Tables 1–3 in the standard); automated versions must meet minimum endurance criteria.
  • Structural integrity and self‑locking/braking characteristics.
  • Mechanical advantage requirements for manual, manual‑override, and automated gearboxes.
  • Environmental conditions: ambient temperature, altitude, enclosure protection (IP Code), corrosion protection, vibration/shock/seismic considerations.
  • Attachment and interface requirements for part‑turn and multi‑turn gearboxes (reference to ISO 5210 / ISO 5211 attachment practices).
  • Operational features: primary closing direction, manual operation provisions, position indicators, end stops, lubricant recommendations and noise considerations.
• Testing, marking and documentation
  • Type and production tests, including an endurance test procedure (Annex A) and load profiles (Annex B).
  • Mandatory and optional marking and documentation requirements for conformity assessment.

Applications and who uses this standard

ISO 22109:2020 is intended for:

• Valve manufacturers specifying separate gearboxes or actuator attachments.
• Gearbox and actuator suppliers designing products for industrial valve operation.
• Specifying engineers and procurement teams who need to define performance, endurance and environmental requirements in purchase orders.
• Quality and conformity assessors performing type and production testing. Typical applications include industrial process plants, power, water, chemical and HVAC systems where reliable manual and automated valve operation is required (note: subsea applications are excluded).

Related standards

• ISO 5210 - Multi‑turn valve actuator attachments
• ISO 5211 - Part‑turn valve actuator attachments
• IEC 60529 - Degrees of protection by enclosures (IP Code)

ISO 22109:2020 helps ensure valve gearbox reliability, interoperability and traceable conformity for industrial valve actuation projects.