How to do valve selection?

Author: Hou

Mar. 07, 2024

Mechanical Parts & Fabrication Services

Valves are used to handle a wide variety of functions in controlling the flow of liquids and gases. With so many options available, it’s important to look at all of the factors to ensure you are selecting the correct valve for your application.

1. Media Type

The characteristics of the liquid or gas type being controlled will determine the valve material that should be used. When monitoring harsh or corrosive materials, polytetrafluoroethylene (PTFE) and perfluoroalkoxy alkanes (PFA) are great choices, as they are able to withstand these conditions. When monitoring pressurized gases, it’s important to use metal valves for the highest level of safety.

 

2. Application Conditions

The selection of the correct valve sizing is the most important step in selecting the right valve for your application. An improperly sized valve can cause operation issues within the valve or elsewhere in the system. In addition to this, determine the temperature, pressure, and flow rate that your valve will be operating under. In most cases, metal valves can withstand higher temperatures and pressures than plastic ones.

 

3. Valve Function

Determine the need that your valve needs to fill. 2-way valves perform well for on/off control in a system, while 3-way valves can be used for on/off control, as well as for diverting or mixing media. Also, take note of whether your valve will be open or closed the most often. In order to extend the life expectancy, order a valve that is normally in that orientation and changes to the other direction when energized.

 

4. Actuation Method

Another consideration to be made is how the valve is to be operated. Identify if the valve will be manually hand-operated or if the valve will need to be actuated to turn off and on automatically. If the latter is chosen, decide whether the unit is going to be used with an electric, pneumatic, or hydraulic actuator.

 

5. Maintenance Requirements

If maintenance needs to be done regularly, ball valves are a great option as they resist clogging and are one of the simplest valve types to service. Ball valves are also available in 3-piece configurations, which consist of two end caps and a body. This allows the main body section to be easily removed for cleaning without disconnecting the end caps from the pipe, preventing the line from being shut down during maintenance.

 

The W.E. Anderson™ division of Dwyer Instruments, Inc. produces a broad line of competitively priced valves and valve control products, including: globe, butterfly, ball, manifold, actuators, and solenoid valves. Each valve type has a variety of options to meet specific application needs. Valve position indicators, valve positioners, and electric or manual pneumatic actuators are also available for a complete valve package. To learn more about Dwyer’s valve product line, please visit our website.

Choose the right valve means answering key questions first

Published: August 1, 2018 
Last updated: December 30, 2021 

Knowing what makes a valve the right choice
Valves control gas and liquid flow in almost every process and system. As common as they are, choosing the right valve can sometimes be time consuming and confusing.

Begin valve selection by first gathering some basic information on system performance requirements. Knowing this will make it easier to find the right valve. The five tips in this article focus on how to match valve features with these requirements.
 

Tip 1 – Valve size and type
Choose the right valve type. Every valve needs to perform one or more basic functions:

  • Shut off flow
  • Divert flow
  • Mix flow
  • Pressure relief
  • Backflow prevention
  • Adjust flow


Function determines the design of standard valve types. These are some of the most common valve types:

  • Check valves
  • Ball valves
  • Needle valves
  • Metering valves
  • Toggle valves
  • Stopcocks
  • Relief valves
  • Regulators
  • Pinch valves

Properly sizing the valve is also important. The right valve choice means matching the valve’s size to expected flow through the system.

Common Valve Types at VMA, Valve Manufacturers Association of America

How to Select the Right Valve (with Pros and Cons) at Indelac Controls

 

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Tip 2 – Materials of construction
Know the chemical compatibility requirements. The valve materials need to be compatible with the gases or liquids flowing through it. Plastic valves usually resist harsh or corrosive chemicals better than metal valves.

Miniature Ball Valves: Plastic, Brass or Stainless Steel? at ISM, Industrial Specialties Mfg.

Chemical Compatibility Chart at ISM, Industrial Specialties Mfg.

 

Tip 3 – Performance requirements
Determine the pressure and temperature requirements. Find out both the temperature and pressure ranges where the valve will be installed. Metal valves tend to withstand higher temperatures and pressures than plastic valves. Metal valves are also usually best for pressurized gases. This is because they tend to be stronger than plastic valves.

A Selection Criterion for Pump and Valve Reliability at Processing Magazine

 

Tip 4 – Check valves have special requirements
Be sure the new check valve will work as expected. Look at the response time needed as well as the cracking pressure required to open the valve.

Another consideration is normally closed vs normally open. There are basic check valve designs that require positive downstream pressure to open. These are usually referred to as normally closed check valves. There are other designs that require a positive backpressure to close. These are usually called normally open check valves. An appropriate choice between these two can improve check valve reliability. It is usually best to base this decision on whether the valve is usually open more or usually closed more during normal system operation.

Some check valve types may not work properly if mounted vertically instead of horizontally. Flow direction (upwards vs downwards) and fluid density both matter for check valve designs that can be mounted vertically.

Checking Out Check Valves – An Introduction at ISM, Industrial Specialties Mfg.

 

Tip 5 –Maintenance
Don't forget to consider ongoing maintenance. Any valve choice should include attention to maintenance requirements. This is important for both valve reliability and application stability.

A good example of this are ball valves. They resist clogging, jamming or malfunctioning. But they are not suitable for adjusting flow. Using them to control flow can lead to leaking or premature failure.

Valve connection type affects the ease and speed of repair or replacement. Each connection type (threaded, barbed, push-in, Luer, and so on) has its pros and cons.

Plant and Equipment Maintenance at HSE, Health and Safety Executive

 

Knowing where to start makes valve choice faster and easier
There it is. Knowing particular information beforehand, makes choosing the right valve easier and more certain. There will always be complications like application requirements, operating conditions and chemical compatibility. Starting with basic valve requirements will simplify and speed up valve selection:

  • Valve size and type
  • Materials of construction
  • Performance requirements
  • Check valve specific requirements
  • Maintenance planning
     

Some additional resources 

 

How ISM can help you find the right miniature valve for your application
Personalized customer service and resources available at the ISM website can be a great help when selecting a valve. Available online resources include chemical compatibility reference guides, dimensional drawings and product data sheets. Our online and PDF flow control valve catalogs provide access to a wide variety of miniature valve types, connection types, materials and sizes:

 

 

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How to do valve selection?

Five Tips for Selecting the Right Valve

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