DM-0005_Basket Strainer IOM_Rev2.0

Basket Strainers Installation, Operation, and Maintenance (IOM) Manual

Application Basket Strainers are typically installed on the discharge side of pumps to collect incidental debris and/or product components from a process stream. The basket should be removed and cleaned a minimum of once per shift. More frequent removal and cleaning may be

required with heavy product loads. Operating Parameters Table 1: Maximum Operating Pressures and Temperatures Strainer Body Size Connection Sizes

Max. Pressure @ 300 °F


1.5” – 4.0”

125 psi

Basket strainers are rated for liquid service only.

Maximum Recommended Flow and Pressure Drop Table 2: Maximum Recommended Flow and Pressure Drop Connection Size Body Size Max. Recommended Flow (gpm) Pressure Drop @ Max. Recommended Flow 1 (psi)

Max. Allowable Pressure Drop Across Element 2 (psi)

1.5” 2.0” 2.5” 3.0” 4.0”

8.0” 8.0” 8.0” 8.0” 8.0”


1.2 1.4 1.4 1.6 3.4

50 50 50 50 50

105 165 240 430

1 For 70 °F Water. 2 Elements exposed to pressures above this may sustain damage.

Filter bags placed inside of the basket on perforated units may have internal differential pressure ratings much lower than the basket and housing. Consult the filter bag manufacturer for specific bag ratings. High differential pressures can damage or rupture filter bags.

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Safety Precautions 1. Do not exceed temperature or pressure rating of the strainer assembly.

2. Do not loosen or remove any basket strainer cover swing bolts while the strainer is under pressure. 3. Do not attempt to pull wires or debris from the strainer basket with bare hands. Wires and metal shards can be extremely sharp. 4. Lockout supply pump(s) and other equipment in-line with the strainer during cleaning to prevent accidental operation when strainer is open. 5. Use protective gloves when removing strainer element and clearing debris from element. 6. Use only Sani-Matic replacement parts.

Installation & Operation Basket strainers are designed for flow in one direction. The proper orientation results in the particulates being collected on the inside of the strainer basket. Basket strainers are supplied only as ‘Side-Inlet’ flow, as indicated by the arrow on the side of the housing. Strainers should be installed with the housing in a vertical orientation (horizontal configuration options are available). The piping should be adequately supported so that the piping does not place excessive stress on the strainer fittings. If the strainers are to be installed with the housing in a horizontal orientation, the strainer basket must be supplied with support bars to hold the strainer basket concentric with the housing when it is assembled. To monitor the buildup of particulates in the strainer element during operation, pressure gauges may be installed on both sides of the strainer to measure differential pressure. When the strainer has been cleaned, it will have the minimum differential pressure at the operating flow rate. If the strainer starts to get plugged, this can be detected by an increase in the differential pressure. In addition, electronic signals from differential pressure sensors may be included to automatically detect and alarm the control system. Valves may also be added downstream and / or upstream of the strainer to allow opening and manual cleaning of the basket without draining the entire line. The strainer is a passive device that is designed to catch particulates larger than the openings in the basket. Note that flat particulates may fit through Wedgewire slots, allowing larger particulates to pass through. If the strainer gets plugged with debris or particulates, the flow rate through the strainer may drop, and the differential pressure will increase. If the strainer gets completely plugged, flow may the completely blocked, and the strainer differential pressure will equal the maximum discharge pressure of the pump (dead headed).

To clear a plugged strainer, refer to the cleaning section.

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Assembly 1. Install the O-ring on the basket, by sliding it over the basket and into the O-ring groove. Do not use sharp tools, as these will damage the O-ring. 2. For perforated baskets with bag filters, slide the bag into the inside of the basket until the bag ring is seated in the basket ring. a. Place the media positioning ring on top of the bag ring with the notches at approximately 90 degrees to the handle. b. Place the ends of the locking latch (wire clip) into the notches on the media positioning ring and snap the locking latch under the basket handle into the notch provided on the bottom side of the basket handle. 3. Place the cover O-ring in the O-ring groove on the top of the body ring. On horizontally mounted units this may require extra care to ensure that the o-ring does not fall out of the groove. 4. Place the basket assembly into the housing and slide down into the strainer housing until the O-ring slips into the seat. The basket handle must be inside of the housing so that the cover may be closed. 5. Close the cover and watch for interference between the cover and basket handle. 6. Rotate the cover swing bolts into position and spin the hand knobs to clamp down the cover (hand tighten only).

Figure 1: Basket Strainer Element inside Basket Strainer

NOTE: For rubber o-rings, periodically apply food grade sanitary lubricant containing no mineral oils to the o-ring for ease of installation.

Cleaning* 1. Turn off and lock out any pumps and/or equipment connected to the strainer process line. 2. Relieve pressure using the basket strainer bleed valve located on the cover of the strainer. 3. Ensure that all pressure has been relieved from the system the strainer is installed on. 4. Close any available blocking / isolation valves. 5. Open the basket strainer cover. 6. Grasp the basket handle and pull slightly off-center to loosen the o-ring. 7. Pull the basket out of the housing. 8. Remove filter bag (if present) - discard filter bag after each use. 9. Use a hose to spray the insert off with water to remove loose debris.

Figure 2: COP Parts Washer Cleaning

10. Clean the strainer element, o-rings, and other internals using a clean-out-of-place (COP) parts washer or other automated system running at an adequate temperature, chemical concentration, and amount of time to remove all soil residue. If automated cleaning is not available, manually clean soil residue off the element using a scrub device, water source, chemical and gloves. 11. Rinse with appropriate water supply and inspect all parts for cleanliness and damage. 12. Reassemble the strainer as described in the assembly section. *These are recommended cleaning instructions only. Follow any plant sanitation standard operating procedure (SSOP) that your facility may have in place.

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Maintenance During normal disassembly, cleaning, and reassembly, inspect the key areas of the strainer that may require maintenance: 1) Soil. Inspect for soil particulates or foreign matter caught in the element. Remove as necessary. 2) O-Rings/Gaskets. Inspect for cuts, abrasions, tears, holes, deformity, or other visible damage. Replace as necessary or no longer than a recommended annual basis. 3) Element. Check for bent components, abnormal holes, or other wear and tear or damage. Replace as necessary. 4) Filter Bags (if applicable). Inspect for tears or other damage. Filter tubes are considered “single- use” and should be replaced in between each production run and/or cleaning procedure. a. The locking latch clip should snap under the handle and hold the media ring firmly in place. If bent or fit is not firm, replace these parts. Remove and clean the strainer element at least once per shift. More frequent removal and cleaning may be required with heavier soils.

Troubleshooting Table 3: Troubleshooting Problems


1. Lubricate the o-ring. 2. Damaged or bent element handle (replace).

3. Damaged element (replace). 4. Damaged housing (replace).

Element won’t fit into housing.

1. If the debris is smaller than the perforation size, then a new element insert with smaller openings will be required. 2. A different straining element (perforated, wedgewire) may be required. 3. If present, the filter bag may be damaged (replace). 4. The element may be damaged (replace). 5. The element o-ring may be damaged or missing (replace). 1. Strainer element size may be too small (use a larger element size). 2. The strainer is not cleaned out adequately during cleaning steps. 3. A dual strainer assembly may be required to switch between strainers and continue running while one strainer is being used (contact Sani-Matic for more information). 1. Ensure that all bolts are hand-tightened. If leakage is still occurring replace the cover o-ring. 2. Check the system temperature and pressure to ensure the pressure does not exceed the pressure ratings.

Particles are passing by the strainer.

Strainer is plugging frequently.

Leakage occurring at cover.

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Hygienic Component Solutions Catalog For latest technical, part number, and spare parts information, see our latest catalog:

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