When developing or upgrading a piping system, one of the most critical decisions you will be faced with is choosing the appropriate types of valves. Valves are pivotal in controlling the flow and pressure of liquids and gases in a multitude of industries such as water and wastewater treatment, oil and gas, chemical processing, and manufacturing. The correct valve selection can be the difference between a highly efficient, reliable system and one that is prone to malfunction and costly downtime.

Selecting the right valve entails understanding the system’s requirements and the unique characteristics that different types of valves bring to the table. In this comprehensive guide, we will dive into considerations for valve selection to help you meet operational demands while optimizing performance and cost.

Understanding Basic Valve Functions

Before jumping into the selection process, let’s address the fundamental functions valves serve in a system:

  • Start/Stop Flow: This is a basic function, which simply allows or stops fluid flow, such as with gate valves and ball valves.
  • Control Flow: This incorporates not just stopping flow but modulating it to various degrees, for instance with globe valves or throttling valves.
  • Prevent Backflow: Certain valves, like check valves, prevent the fluid in a system from flowing backward.
  • Relieve Pressure: These valves protect the system from overpressure by releasing excess pressure when necessary, as with pressure relief valves.
  • Regulate Flow and Pressure: These can dynamically modify flow and pressure as operational conditions change, like control valves equipped with actuators.

The Factors Involved in Valve Selection

When choosing valves, consider the following key criteria:

Media Properties

The type of media (liquid, gas, slurry, etc.), as well as its chemical properties, viscosity, and whether it contains abrasive particles, will greatly affect the choice of valve. Corrosive or abrasive media may require valves with special materials or linings.

Pressure and Temperature

System operating pressure and temperature are vital in selecting a suitable valve, as they influence the materials and design that can be used. Valves must be rated for at least the maximum operating pressure and temperature they will encounter.

Flow Characteristics

How you need to control flow – linearly or equal percentage – and the required flow coefficient (Cv) are important in determining the best type of valve for control applications.

Size and Connection

Compatibility with the existing piping system is necessary. Valves must be sized correctly to fit the pipes and the flow requirements. Connections like flanged, threaded, or welded also play into compatibility.

Actuation Method

Whether the valve is operated manually, or it requires automatic actuation, such as with electric, pneumatic, or hydraulic actuators, will influence the selection.

Standards and Regulations

Compliance with industry and international standards for safety, quality, and environmental impact can be crucial, especially in regulated sectors.

Cost and Lifecycle

Initial costs, maintenance frequency and costs, and the expected lifespan of the valve are pragmatic factors that can affect the decision-making process for valve selection.

Types of Valves and Their Applicability

Here’s a look at some common types of valves to consider in your selection process:

Ball Valves

Ball valves offer excellent shut-off capabilities and are a good choice for systems that require on/off control without pressure drop.

Butterfly Valves

These valves are suitable for handling large flow volumes and are often used in large diameter pipes. They provide modulating flow control and function well in large, open positions.

Gate Valves

Ideal for on/off control, gate valves are used when a straight-line flow of fluid and minimum flow restriction are needed.

Globe Valves

Globe valves are great for regulating flow. They offer the capability to throttle and precisely control flow levels.

Check Valves

Check valves automatically prevent backflow in a piping system. They’re essential in systems that are susceptible to backflow and require protection against reverse flow.

Diaphragm Valves

These are suited for handling corrosive fluids and applications where leak-tight seals are required. The diaphragm provides a seal separating the fluid from the valve mechanism.

Solenoid Valves

These valves are used where electrically powered control is necessary, often for precise, fast, and frequent operation in automation and remote systems.

Pressure Relief Valves

Safety devices that relieve excess pressure from the system to prevent potential failures or explosions. They are critical components in high-pressure systems.

Valve Performance Considerations

Leakage

Leakage can be a significant concern in valve selection. Ensure the selected valve meets acceptable industry leakage rates and offers tight shutoff capabilities if required.

Frequency of Operation

How often a valve is operated can influence its durability; some valves are better suited to frequent use than others.

Maintainability

Consider how easy it is to maintain a valve. Top entry ball valves, for example, allow inline maintenance, which can be a valuable feature in reducing downtime.

Installation Environment

The environmental conditions, including temperature fluctuations and potential exposure to corrosive elements, can influence the material choice for both the valve body and the trim.

Common Pitfalls in Valve Selection

Avoid these common mistakes in the valve selection process:

  • Underestimating the impact of cycling on valve life and operation.
  • Ignoring potential changes in process conditions.
  • Selecting valves based only on the initial cost without considering the total cost of ownership.
  • Failing to account for industry-specific standards and certifications.

Conclusion

Valve selection is a nuanced process that benefits greatly from thorough planning and understanding of system requirements. It’s about striking the right balance between cost, efficiency, and performance. By considering the factors discussed, you can make an informed decision that will contribute to the integrity and success of your piping system.

Every valve type has its unique features and is designed to meet specific operational needs. Remember that no single valve type is a one-size-fits-all solution. It’s about finding the best fit for your particular situation. Consult with manufacturers and experts, if necessary, to ensure the valves you choose will perform optimally and safely under the conditions they will face.

By taking into account the media, pressure, temperature, flow characteristics, and the operating environment, along with lifecycle costs and maintenance considerations, you’ll be well-positioned to select valves that not only perform as required but also contribute to the longevity and reliability of your overall system.