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How to Select Valves for Industrial Fluid Systems

Swagelok valve selection fluid sampling system

How to Select the Right Valves for Your Industrial Fluid System

September 22, 2020 | Joe Bush, Senior Product Manager, Swagelok

Valve selection is an important part of proper design and maintenance practices for industrial, piping, and instrumentation systems. Without the right valve for a specific application, operators could face improper or poor fluid system performance, increased downtime, and avoidable safety risks.

Valves are typically selected during initial fluid system design. Throughout the system’s life, maintenance technicians will usually replace a valve, and most other components, with the same type already found in the system, as per the specification. This makes it all the more important to select the right valve from the beginning, and can help operators avoid the need to prematurely replace the valve later on.

How do you make the right choice?

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For proper valve selection, designers and technicians can follow the STAMPED method, which accounts for Size, Temperature, Application, Media, Pressure, Ends or fittings, and Delivery. Thorough consideration of each of these operational conditions can guide industrial fluid and analytical sampling system professionals to the right valve choice.

Here is how to apply STAMPED to your fluid system design:

S: Size

The size of your valve dictates its flow capacity and will need to correspond to the desired (or required) flow rate of your system. Manufacturers will provide a flow coefficient (Cv), which indicates the relationship between the pressure drop across a valve and the corresponding flow rate.

Flow coefficient, or Cv, is the amount of water in U.S. gallons per minute that will flow through a valve with a 1 psi pressure drop across the valve and at a temperature of 60°F. With compressible fluids, like gases, calculating and using the Cv parameter to predict flow is more complex, but still provides an effective means to size valves for a given application.

Valve design factors influencing Cv include the size and geometry of the flow path; the orifice size of a valve affects the flow of fluid through it. The larger the orifice, the greater the potential flow capacity. Orifices in different types of valves can vary considerably; for example, a ball valve will offer minimal flow resistance, but a needle valve can restrict or slow down flow. These should be considerations in your selection process.

When in doubt, consult your manufacturer—a good one will help in sizing the valve you need. For this purpose, Swagelok offers a handy Cv calculator that can be used as a starting point in selecting the right valve for your application.

T: Temperature

Keep in mind temperatures where your valve will be in operation. This includes both the temperature of the system media your valve will help control the ambient operating temperature of the surrounding environment. Ask yourself: “Will these temperatures be constant, or will they change frequently?” These conditions may influence your valve selection or how frequently you will need to perform preventive maintenance.

Consider temperature fluctuations that may cause sealing materials to expand and contract. Also, metallic components can lose strength at higher temperature, reducing pressure ratings. It is important to check with your manufacturer to confirm a valve has been fully tested at the extremes.

A: Application

Consider what your valve needs to do in your system. Do you need to start or stop flow? Regulate flow level? Control the direction of flow? Protect the system from overpressure?

Your answers to these questions will guide the type of valve you will select for your design. Again, consider a simple two-way ball valve as an example. Although some ball valves from other manufacturers may offer a throttling function, most ball valves should not be used for either throttling or regulating flow and are meant to be used in the fully open or fully closed position. If your goal is to throttle or regulate flow, a better option might be a needle or metering valve.

M: Media

The process fluid inside your system should also be carefully considered as you seek to select the correct valve with the correct material composition. Make sure that your system media is compatible with the materials that make up your valve bodies, seats, stem tips, and other softer materials. Incompatibility can lead to corrosion issues, embrittlement, or stress corrosion cracking—all of which can pose safety risks, as well as costly production issues.

As with temperature, you should also consider where the valve will be placed into service. Will it operate in a climate-controlled environment, such as the inside of a plant or heated instrument enclosure? Will it be outdoors, exposed to elements such as direct sunlight, rain, snow, frost, ice, and temperature fluctuation? A marine environment with significant exposure to chlorides? Valves and their components come in a variety of materials. Choose those that are best suited to these factors to maximize the longevity and functionality of the valves.

P: Pressure

Pressure is another important consideration in your valve selection. Note the two different contexts in which the term is used:

  • Working pressure: The normal operating pressure in your system.
  • Design pressure: The valve’s manufacturer-provided maximum pressure limit; never exceed the design pressure of any fluid system component, unless doing so under controlled testing conditions.

A fluid system’s pressure limitation is based on its lowest-rated component—remember this when selecting your valve. Pressure and temperature of the process fluid have considerable impacts on component performance. The valve you select needs to hold pressure and operate when needed and under a wide range of temperatures and pressures. The design, material selection, and validation are all critical aspects of valve performance. Also remember that pressure and temperature impact one another considerably. Generally, as the temperature of the process fluid increases, the working pressure rating will decrease.

E: End Connections

Valves come with a variety of different end connections. These might be integral tube fittings, pipe threads, pipe flanges, welded ends, etc. Although not traditionally associated with construction of a valve, end connection selection is critical to the overall makeup of the valve and its ability to maintain a leak-tight system. Make sure your end connections are appropriate for your system pressure and temperature and are sized correctly—the right end connection can simplify installation and avoid additional leak points.

D: Delivery

Once you have considered each of these factors and have selected the valve most appropriate for your application, ask yourself: “When do I need my valves? How many do I need?”

On-time delivery and reliable supply are just as important to keeping your fluid system operational and efficient as any other factor. As the final step of the STAMPED method, vet your suppliers. Are they able to get you the parts you need when you need them? Are they accessible? Will they work with you to understand your system needs?

Valve selection is integral to designing safe, efficient fluid systems. Interested in learning more in-depth information about valve selection and fluid system design? Consider attending one of our training courses to enhance your working design knowledge. Learn more about our upcoming virtual courses today:

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Joe Bush is Senior Product Manager for Swagelok, and is responsible for setting the long-term vision and strategy for the general industrial valve product line. In his 26 years at Swagelok, he has a wide range of experience including technical service leadership for the high purity service group, Senior Pricing Analyst, and Market Manager for the Oil and Gas market.

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