Valves Handbook
Valves Handbook
Valves Handbook
YES
NO
NO
Globe
YES
NO
NO
Plug
NO
YES
YES
Ball
NO
YES
YES
Butterfly
NO
YES
YES
Swing Check NO
YES
NO
Diaphragm
YES
NO
NO
Pinch
YES
NO
NO
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Safety
YES
NO
NO
Relief
YES
NO
NO
Class Ratings
Pressure-temperature ratings of Valves are designated by class numbers. ASME B16.34, ValvesFlanged, Threaded, and Welding End is one of the most widely used Valve standards. It defines
three types of classes: standard, special, and limited. ASME B16.34 covers Class 150, 300, 400,
600, 900, 1500, 2500, and 4500 Valves.
Valve Body
The Valve body is the first boundary of a pressure Valve. He serves as the main element of a
Valve assembly because it is the framework that holds all the parts together. The Valve-body ends
are designed to connect the Valve to the piping or equipment nozzle by different types of end
connections, such as butt or socket welded, threaded or flanged.
Valve bodies are cast or forged in a variety of forms and each component have a specific function
and constructed in a material suitable for that function.
Valve Bonnet
The cover for the opening in the body is the Valve Bonnet, and is the second most important
boundary of a pressure Valve. Like Valve bodies, Bonnets are in many designs and models
available.
A Bonnet acts as a cover on the Valve body, is cast or forged of the same material as the body. It
is commonly connected to the body by a threaded, bolted, or welded joint. During manufacture of
the Valve, the internal components, such as stem, disk and actuator, are put into the body and
then the Bonnet is attached to hold all parts together inside.
Valve Trim
Valve's trim is a collective name for the replaceable parts, in a Valve. A typically Valve design
includes a disk, seat, stem, and sleeves needed to guide the stem.
Valve Disk
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The disc is the part which allows, throttles, or stops flow, depending on its position. In the case of a
plug or a Ball Valve, the disc is called plug or a ball. The disk is the third most important primary
pressure boundary. With the Valve closed, full system pressure is applied across the disk, and for
this reason, the disk is a pressure related component.
Disks are usually forged, and in some designs, hard surfaced to provide good wear properties.
Most Valves are named, the design of their disks.
Valve Seat(s)
A Valve may have one or more seats. In the case of a globe or a swing-Check Valve, there is
usually one seat, which forms a seal with the disc to stop the flow. In the case of a Gate Valve,
there are two seats; one on the upstream side and the other on the downstream side. A Gate
Valve disc has two seating surfaces that come in contact with the Valve seats to form a seal for
stopping the flow.
The seat ensure the seating surface for the disk. For a good sealing, a fine surface finish from the
seating area is necessary.
In some designs, the body is machined to serve as the seating surface, in other designs, forged
seal rings are threaded or welded to the body.
To improve the wear resistance of the seat or seal rings, the surface is often hard faced.
Valve Stem
The Valve stem provides the necessary movement to the disc, plug or the ball for opening or
closing the Valve, and is responsible for the proper positioning of the disk. It is connected to the
Valve handwheel, actuator, or the lever at one end and on the other side to the Valve disc. In gate
or Globe Valves, linear motion of the disc is needed to open or close the Valve, while in plug, ball
and Butterfly Valves, the disc is rotated to open or close the Valve.
Stems are usually forged, and connected to the disk by threaded or other techniques. To prevent
leakage, in the area of the seal, a fine surface finish of the stem is necessary.
There are five types of Valve stems:
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There are applications where it is not possible or desirable, to actuate the Valve manually by
handwheel or lever. These applications include:
Large Valves that must be operated against high hydrostatic pressure
Valves they must be operated from a remote location
When the time for opening, closing, throttle or manually controlling the Valve is longer, than
required by system-design criteria
These Valves are usually equipped with an actuator.
An actuator in the broadest definition is a device that produces linear and rotary motion of a source
of power under the action of a source of control.
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Basic actuators are used to fully open or fully close a Valve. Actuators for controlling or regulating
Valves are given a positioning signal to move to any intermediate position. There a many different
types of actuators, but the following are some of the commonly used Valve actuators:
Gear Actuators
Electric Motor Actuators
Pneumatic Actuators
Hydraulic Actuators
Solenoid Actuators
Summary
On this page are defined a number of basic information from Valves.
As you may have seen in the main Menu "Valves", you can find also information about several and
often applied Valves in Petro and chemical industry.
It can give you an impression, and good understanding of the differences between the various
types of Valves, and how these differences affect the Valve function. It will help to a proper
application of each type of Valve during the design and the proper use of each type of Valve during
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Gate Valves are primarily designed to start or stop flow, and when a straight-line flow of fluid and
minimum flow restriction are needed. In service, these Valves generally are either fully open or
fully closed.
The disk of a Gate Valve is completely removed when the Valve is fully open; the disk is fully
drawn up into the Valve Bonnet. This leaves an opening for flow through the Valve at the same
inside diameter as the pipesystem in which the Valve is installed.
A Gate Valve can be used for a wide range of liquids and provides a tight seal when closed.
Advantages of using Gate Valves:
Good shutoff features
Gate Valves are bidirectional and therefore they can be used in two directions
Pressure loss through the Valve is minimal
The major drawbacks to the use of a Gate Valve are:
They can not be quickly opened or closed
Gate Valves are not suitable for regulate or throttle flow
They are sensitive to vibration in the open state
Construction of a Gate Valve
Gate Valves consists of three main parts: body, Bonnet, and trim. The body is generally connected
to other equipment by means of flanged, screwed or welded connections. The Bonnet, which
containing the moving parts, is attached to the body, usually with bolts, to permit maintenance. The
Valve trim consists of the stem, the gate, the disc or wedge and the seat rings.
Disks of a Gate Valve
Gate Valves are available with different disks or wedges. Ranging of the Gate Valves is usually
made by the type of wedge used.
The most common were:
Solid wedge is the most commonly used disk by its simplicity and strength.
A Valve with this type of wedge can be installed in each position and it is suitable for almost
all liquids. The solid wedge is a single-piece solid construction, and is practically for
turbulent flow.
Flexible wedge is a one-piece disc with a cut around the perimeter to improve the ability to
correct mistakes or changes in the angle between the seats.
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The reduction will vary in size, shape and depth. A shallow, narrow cut gives little flexibility
but retains strength.
A deeper and wider cut, or cast-in recess, leaves little material in the middle, which allows
more flexibility, but compromises strength.
Split wedge is self-adjusting and selfaligning to both seats sides. This wedge type consists
of two-piece construction which seats between the tapered seats in the Valve body. This
type of wedge is suitable for the treatment of non-condensing gases and liquids at normal
temperatures, particularly corrosive liquids.
Most common wedges for Gate Valves
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perpendicular motion of the disk away from the seat. This ensures that the ring-shaped space
between the disk and seat ring gradually close as the Valve is closed. This property gives a Globe
Valve reasonably good throttling capability. Therefore, the Globe Valve can be used for starting
and stopping flow and to regulate flow.
Advantages of using Globe Valves:
Good shutoff capability
Reasonably good throttling capability
The major drawbacks to the use of a Globe Valve are:
Higher pressure drop compared to a Gate Valve
Large Valve sizes require considerable power or a larger actuator to operate
Body designs of Globe Valves
There are three primary body designs for Globe Valves, namely: Z-body, Y-body and Angle body.
Z---body design is the most common body type, with a Z-shaped diaphragm. The horizontal
setting of the seat allows the stem and disk to travel perpendicular to the horizontal line.
Y---body design is an alternative for the high pressure drop, inherent in Globe Valves. Seat
and stem are angled at approximately 45 degrees, what gives a straighter flowpath at full
opening.
Angle---body design is a modification of the basic Z-type Globe Valve. The ends of this
Globe Valve are at an angle of 90 degrees, and fluid flow occurs with a single 90 degrees
turn.
Disks of a Globe Valve
The most common disk designs for Globe Valves are: ball disk, composition disk and the plug disk.
Ball disk design is used primarily in low pressure and low temperature systems. It is capable of
throttling flow, but in principle it is applied to stop and start flow.
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Composition disk design uses a hard, non-metallic insert ring on the disk, which ensures a tighter
closure.
Plug disk design provides better throttling than ball or composition designs. They are available in
many different designs and they are all long and tapered.
Stem and Disk connections of a Globe Valve
Globe Valves uses two methods for connecting the disk and the stem: the T-slot and the disk nut
construction. In the T-slot design, the disk slides over the stem, while in the disk nut design, the
disk is screwed into the stem.
Seats of Globe Valves
Globe Valve seats are either integrated or screwed in to the Valve body. Many Globe Valves have
backseats inside the Bonnet. Back seats provides a seal between the stem and Bonnet and
prevents system pressure from building against the Valve pakking, when the Valve is fully open.
Back seats are often applied in Globe Valves.
Flow direction of Globe Valves
For applications with low temperature, Globe Valves are normally installed so that the pressure is
under the disc. This contributes an easy operation and helps protect the packing.
For applications with high temperature steam service, Globe Valves are installed so that the
pressure is above the disk. Otherwise, the stem will contract upon cooling and tend to lift the disk
off the seat.
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and that fits into a slot cut into the ball. The enlargement permits rotation of the ball as the Valve is
opened or closed.
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smaller than the inside diameter of the pipe, a standard round port is meant.
Diamond port plug has a diamond-shaped port through the plug and they are venturi
restricted flow types. This design is suitable for throttling service.
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distribution lines).
Butterfly Valve Body Construction
Butterfly valve body construction varies. The most economical is the wafer type that fits between
two pipeline flanges. Another type, the lug wafer design, is held in place between two pipe flanges
by bolts that join the two flanges and pass through holes in the valve's outer casing. Butterfly
valves are available with conventional flanged ends for bolting to pipe flanges, and in a threaded
end construction.
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Lift Check Valves are particularly suitable for high-pressure service where velocity of flow is
high. In lift Check Valves, the disc is precisely guided and fits perfectly into the dashpot. Lift
Check Valves are suitable for installation in horizontal or vertical pipe-lines with upward
flow.
Flow to lift Check Valves must always enter below the seat. As the flow enters, the piston
or ball is raised within guides from the seat by the pressure of the upward flow. When the
flow stops or reverses, the piston or ball is forced onto the seat of the Valve by both the
backflow and gravity.
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Introduction to Valves - Only the Basics - Double Block and Bleed Double Block and Bleed Systems
The primary function of a double block and bleed system is for isolation and the secondary function
is for intervention.
Under certain conditions double block and bleed systems are needed to prevent product
contamination or where it is necessary to remove essential equipment from service for cleaning or
repairs while the unit continues in operation.
Of course, such equipment must be provided with a spare or it must be possible to bypass it
temporarily without shutting down the unit.
The nature of the fluid, its pressure and temperature, and many other factors must be considered
when determining the need for double block and bleed systems.
Generally, block Valves should be considered for the onstream isolation of equipment if the fluid is
flammable or otherwise hazardous, or if the fluid is in high-pressure or high-temperature service.
Where double block Valves are used, a NPS or larger bleed Valve should be installed between
the block Valves.
The purpose of the bleed Valve is twofold. First, the bleed ensures that the upstream Valve is in
fact tight before slipping in a blind off the downstream block Valve. The bleed connection also
permits the safe withdrawal of moderate leakage from the upstream Valve to again assure the tight
shutoff of the downstream Valve.
Depending on the service conditions, it may be possible to use a single block Valve with a body
bleed to provide double block and bleed provisions for onstream isolation of equipment.
Gate Valves with flexible wedges and with body or Bonnet bleed Valve can serve this purpose if
specifically tested in accordance with API-598 for double block and bleed quality Valves.
Some Ball Valves and nonlubricated Plug Valves, when equipped with a Valve body bleed
between the seats, can also be satisfactory substitutes for double block Valves.
Testing for double block and bleed quality Valves requires the pressure-testing of each seat, with
leakage measured through the Valve body bleed as a means of substantiating the independent
leak tightness of both the upstream and downstream seats of the Valve.
Double Block and Bleed Valves
The Double Block and Bleed Valve or a DBBV can perform the tasks of 3 separate Valves (2
separate isolations and 1 drain Valve) which apart from being hugely space saving can also save
on weight and time due to installation and maintenance practices requiring much less work and the
operator being able to locate and operate all 3 Valves in one location.
Double block and bleed Valves operate on the principle that isolation can be achieved from both
the upstream and downstream process flow / pressures.
This is achieved by two ball, gate, globe, needle, etc. Valves placed back to back, with a third
"isolatable" Valve in the centre cavity.
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Once isolation has been achieved in one or more of the main process isolation Valves, the cavity
that is created between
or injection situations, and for maintenance and or integrity check situations where seat leakage
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isolation (stop) Valves. To help minimize the built-up back pressure, it is recommended that the
minimum flow area in the outlet isolation Valve be equal to or greater than the outlet area of the
pressure-Relief Valve. The minimum flow area of the outlet isolation Valve and the outlet area of
the pressure-Relief Valve can be obtained from the isolation Valve manufacturer and the
pressure- Relief Valve manufacturer respectively.
b. Valves shall be suitable for line service classification.
c. Valves shall have the capability of being locked or carsealed open. This outlet isolation shall
never be closed while the vessel is in operation without using an inlet isolation Valve that has first
been closed with the space between the inlet isolation Valve and the pressure-Relief Valve
adequately depressured.
d. A bleed Valve should be installed between the outlet isolation Valve and pressure-relief device
to enable the system to be safely depressurized prior to performing maintenance. This bleed Valve
can also be used to prevent pressure build-up between the pressure-relief device and the closed
outlet isolation Valve.
e. Consideration should be given to using an interlocking system between the inlet and outlet
isolation Valves to assist with proper sequencing.
f. Consideration should be given to painting the isolation Valve a special color or providing other
identification. When the outlet isolation Valve is used in conjunction with an inlet isolation Valve,
upon commissioning the pressurerelief device, the outlet isolation Valve shall be opened fully prior
to the inlet isolation Valves.
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Introduction to Valves - Only the Basics - Bellow Sealed Valves Bellow(s) Seal(ed) Valves
In this article, the author Mr. Satish Chidrawar (at the bottom of this page you will find more about
the author) first reviews the construction, design and operation of the bellow seal. He then provides
various examples of where bellow seal Valves are use.
Leakage at various points in pipelines found in chemical plants creates emissions. All such
leakage points can be detected using various methods and instruments and should be noted by
the plant engineer. Critical leakage points include flanged gasket joints and the Valve / pump gland
packing, etc. Today the chemical process industry is gearing itself towards safer technology for
better environmental protection and it has become every process engineer's responsibility to
design plants that limit damage to the environment through the prevention of leakage of any toxic
chemicals.
Leakage from the Valve gland or stuffing box is normally a concern for the maintenance or
plant engineer. This leakage means:
a) Loss of material b) Pollution to the atmosphere c) Dangerous for plant employees.
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or near a weld. To ensure full penetration of bellow ends and end coller welding it is advisable to f
Bellow design
The multi-ply bellow design is preferred for handling higher pressure fluids (generally two or three
plies of the metal wall). A two ply bellow can increase its pressure rating by 80% to 100% as
compared to a single ply bellow of the same thickness. Alternatively, if a single ply bellow of a
thickness equivalent to a pressure rating of a two ply bellow is used, the stroke length is reduced.
Thus, a multi-ply bellow design offers a distinct advantage over a single ply bellow. It is clear that
the bellow is subject to metal fatigue and this fatigue can induce weld failure. The bellow fatigue
life is affected by the material of construction, fabrication technique, stroke length and stroke
frequency, in addition to the usual parameters such as fluid temperature and pressure.
Bellow materials
The most popular stainless steel bellow material is AISI 316Ti which contain Titanium to withstand
high temperatures. Alternatively, Inconel 600 or Inconel 625 improve fatigue strength and corrosion
resistance as compared with stainless steel bellows. Similarly, Hastalloy C-276 offers greater
corrosion resistance and fatigue strength than Inconel 625. Fatigue resistance can be improved by
using a multiply bellows system and reducing the stroke length; this can significantly increase the
bellow service life.
Valve options
The most common Valve types to be fitted with bellow seals are the gate and globe designs (see
Figure 1).These are very suited for use with bellows due to their internal construction and axial
movement of the Valve stem.
Based on available information, it seems that current bellow seal Valves range in size from 3 mm
NB to 650 mm NB. Pressure ratings are available in from ANSI 150# to 2500#. Material options for
the Valves include carbon steel, stainless steel and exotic alloys.
Applications
Heat Transfer media: hot oil is commonly used in industries such as synthetic fibres / POY
(Partially Oriented Yarn). However, there is always a risk of fire due to hot oil spillage on highly
inflammable chemicals. Here, bellow seal Valves can stop the leakage.
Vacuum / ultra high vacuum: some applications require a vacuum pump to continually extract air
from a pipeline. Any conventional Valves installed on the pipeline can allow external air to enter the
pipeline thorough the Valve stuffing box. Hence the bellow seal Valve is the only solution to
prevent air from passing through the stuffing box.
Highly hazardous fluids: for media such as chlorine (see Figure 2), hydrogen, ammonia and
phosgene, the bellow seal Valve is an ideal design as leakage through the gland is totally
eliminated.
Nuclear plant, heavy water plant: in instances where radiation leakage is to be prevented at all
times, the bellow seal Valve is the ultimate choice.
Costly fluids: in some applications leaks need to be avoided simply because of the high cost of the
fluid. Here, an economic assessment often favours the use of bellow seal Valves.
Environmental standards: around the world, standards regarding emissions and the environment
are getting more stringent day by day. It can therefore be difficult for companies to expand within
existing premises. With the use of bellow seal Valves, expansion without additional environmental
damage is possible.
About the Author
Mr. Satish Chidrawar is CEO of Valvola Corporation in Mumbai, India. He has more than 35 years
of diversified Engineering experience, including more than 21 years in "Valve Engineering". Mr.
Chidrawar is also responsible for developing & maintaining technical methods used in bellow
sealed Valves for various critical conditions. He holds a diploma in Mechanical Engineering from
Board of Technical Education - Maharashtra, India and has authored various papers on bellow
seal Valves.
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Introduction to Valves - Only the Basics - Pressure Seal Valves Pressure Seal Valves
Pressure seal construction is adopted for Valves for high pressure service, typically in excess of
above 170 bar. The unique feature about the pressure seal Bonnet is that the body-Bonnet joints
seals improves as the internal pressure in the Valve increases, compared to other constructions
where the increase in internal pressure tends to create leaks in the body-Bonnet joint.
Pressure seal design
Valve. The body flange and Bonnet flange are joined by studs and nuts, with a gasket of suitable
design/material inserted between the flange faces to facilitate sealing. Studs/nuts/bolts are tightened
to prescribed torques in a pattern defined by the manufacturer to affect optimal
However, as system pressure increases, the potential for leakage through the body/Bonnet joint
also increases.
Now let's look at the pressure seal joint detailed in Figure 2. Note the differences in the respective
body/Bonnet joint configurations. Most pressure seal designs incorporate "Bonnet take-up bolts" to
pull the Bonnet up and seal against the pressure seal gasket. This in turn creates a seal between
the gasket and the inner diameter (I.D.) of the Valve body.
A segmented thrust ring maintains the load. The beauty of the pressure seal design is that as
system pressure builds, so does the load on the Bonnet and, correspondingly, the pressure seal
gasket. Therefore, in pressure seal Valves, as system pressure increases, the potential for leakage
through the body/Bonnet joint decreases.
This design approach has distinct advantages over bolted Bonnet Valves in main steam,
feedwater, turbine bypass, and other power plant systems requiring Valves that can handle the
challenges inherent in high-pressure and temperature applications.
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But over the years, as operating pressures/temperatures increased, and with the advent of peaking
plants, this same transient system pressure that aided in sealing also played havoc with pressure
seal joint integrity.
One of the primary components involved in sealing the pressure seal Valve is the gasket itself.
Early pressure seal gaskets were manufactured from iron or soft steel. These gaskets were
subsequently silver-plated to take advantage of the softer plating material's ability to provide a
tighter seal. Due to the pressure applied during the Valve's hydrotest, a "set" (or deformation of the
gasket profile) between the Bonnet and gasket was taken. Because of the inherent Bonnet take-up
bolt and pressure seal joint elasticity, the potential for the Bonnet to move and break that "set"
when subjected to system pressure increases/ decreases existed, with body/Bonnet joint leakage
the result.
This problem could be effectively negated by utilizing the practice of "hot torquing" the Bonnet
take-up bolts after system pressure and temperature equalization, but it required owner/user
maintenance personnel to do so after plant startup. If this practice was not adhered to, the
potential for leakage through the body/Bonnet joint existed, which could damage the pressure seal
gasket, the Bonnet and/or the I.D. of the Valve body, as well as creating compounding problems
and inefficiencies that the steam leakage could have on plant operations. As a result, Valve
designers took several steps to address this problem.
Figure 2 shows a combination of live-loaded Bonnet take-up bolts (thus maintaining a constant
load on the gasket, minimizing the potential for leakage) and the replacement of the iron/soft steel,
silverplated pressure seal gasket with one made of die-formed graphite. The gasket design shown
in Figure 3 can be installed in pressure seal Valves previously supplied with the traditional type
gasket. The advent of graphite gaskets has further solidified the dependability and performance of
the pressure seal Valve in most applications and for even daily start/stop operating cycles.
Although many manufacturers still recommend "hot torquing," the potential for leakage when this is
not done is greatly diminished. The seating surfaces in pressure seal Valves, as in many power
plant Valves, are subjected to, comparatively speaking, very high seating loads. Seat integrity is
maintained as a function of tight machining tolerances on component parts, means of providing the
requisite torque to open/close as a function of gears or actuation, and selection/ application of
proper materials for seating surfaces.
Cobalt, nickel, and iron-based hardfacing alloys are utilized for optimal wear resistance of the
wedge/disc and seat ring seating surfaces. Most commonly used are the CoCr-A (e.g., Stellite)
materials. These materials are applied with a variety of processes, including shielded metal arc,
gas metal arc, gas tungsten arc, and plasma (transferred) arc. Many pressure seal Globe Valves
are designed having integral hardfaced seats, while the Gate Valve and Check Valves typically
have hardfaced seat rings that are welded into the Valve body.
Valving terminology
If you have dealt with valving for any length of time, you've probably noticed Valve manufacturers
are not overly creative with the terms and vernacular used in the business. Take for example,
"bolted Bonnet Valves." The body is bolted to the Bonnet to maintain system integrity. For
"pressure seal Valves," system pressure aids the sealing mechanism. For "stop/Check Valves,"
when the Valve stem is in the closed position, flow is mechanically stopped, but when in the open
position, the disc is free to act to check a reversal of flow. This same principle applies to other
terminology used for design, as well as Valve types and their component parts.
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therefore, will have no effect on set pressure. Back pressure may, however, affect flow.
Safety Valve.
A safety Valve is a pressure Relief Valve actuated by inlet static pressure and characterized by
rapid opening or pop action. (It is normally used for steam and air services.)
Low-Lift Safety Valve.
A low-lift safety Valve is a safety Valve in which the disc lifts automatically such that the
actual discharge area is determined by the position of the disc.
Full-Lift Safety Valve.
A full-lift safety Valve is a safety Valve in which the disc lifts automatically such that the
actual discharge area is not determined by the position of the disc.
Relief Valve.
A Relief Valve is a pressure relief device actuated by inlet static pressure having a gradual lift
generally proportional to the increase in pressure over opening pressure. It may be provided with
an enclosed spring housing suitable for closed discharge system application and is primarily used
for liquid service.
Safety Relief Valve.
A safety Relief Valve is a pressure Relief Valve characterized by rapid opening or pop action, or by
opening in proportion to the increase in pressure over the opening pressure, depending on the
application and may be used either for liquid or compressible fluid.
Conventional Safety Relief Valve.
A conventional safety Relief Valve is a pressure Relief Valve which has its spring housing
vented to the discharge side of the Valve. The operational characteristics (opening
pressure, closing pressure, and relieving capacity) are directly affected by changes of the
back pressure on the Valve.
Balanced Safety Relief Valve.
A balanced safety Relief Valve is a pressure Relief Valve which incorporates means of
minimizing the effect of back pressure on the operational characteristics (opening pressure,
closing pressure, and relieving capacity).
Pilot-Operated Pressure Relief Valve.
A pilotoperated pressure Relief Valve is a pressure Relief Valve in which the major relieving device
is combined with and is controlled by a self-actuated auxiliary pressure Relief Valve.
Power-Actuated Pressure Relief Valve.
A poweractuated pressure Relief Valve is a pressure Relief Valve in which the major relieving
device is combined with and controlled by a device requiring an external source of energy.
Temperature-Actuated Pressure Relief Valve.
A temperature-actuated pressure Relief Valve is a pressure Relief Valve which may be actuated by
external or internal temperature or by pressure on the inlet side.
Vacuum Relief Valve.
A vacuum Relief Valve is a pressure relief device designed to admit fluid to prevent an excessive
internal vacuum; it is designed to reclose and prevent further flow of fluid after normal conditions
have been restored.
Codes, Standards and recommended Practices
Many Codes and Standards are published throughout the world which address the design and
application of pressure Relief Valves. The most widely used and recognized of these is the ASME
Boiler and Pressure Vessel Code, commonly called the ASME Code.
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Most Codes and Standards are voluntary, which means that they are available for use by
manufacturers and users and may be written into purchasing and construction specifications. The
ASME Code is unique in the United States and Canada, having been adopted by the
The ASME Code provides rules for the design and construction of pressure vessels. Various
sections of the Code cover fired vessels, nuclear vessels, unfired vessels and additional subjects,
such as welding and nondestructive examination. Vessels manufactured in accordance with the
ASME Code are required to have overpressure protection. The type and design of allowable
overpressure protection devices is spelled out in detail in the Code.
Terminology
The following definitions are taken from DIN 3320 but it should be noted that many of the terms
and associated definitions used are universal and appear in many other standards. Where
commonly used terms are not defined in DIN 3320 then ASME PTC25.3 has been used as the
source of reference. This list is not exhaustive and is intended as a guide only; it should not be
used in place of the relevant current issue standard:
Operating pressure (working pressure)
is the gauge pressure existing at normal operating conditions within the system to be
protected.
Set pressure
is the gauge pressure at which under operating conditions direct loaded safety Valves
commence to lift.
Test pressure
is the gauge pressure at which under test stand conditions (atmospheric backpressure)
direct loaded safety Valves commence to lift.
Opening pressure
is the gauge pressure at which the lift is sufficient to discharge the predetermined flowing
capacity. It is equal to the set pressure plus opening pressure difference.
Reseating pressure
is the gauge pressure at which the direct loaded safety Valve is re-closed.
Built-up backpressure
is the gauge pressure built up at the outlet side by blowing.
Superimposed backpressure
is the gauge pressure on the outlet side of the closed Valve.
Backpressure
is the gauge pressure built up on the outlet side during blowing (built-up backpressure +
superimposed backpressure).
Accumulation
is the increase in pressure over the maximum allowable working gauge pressure of the
system to be protected.
Opening pressure difference
is the pressure rise over the set pressure necessary for a lift suitable to permit the
predetermined flowing capacity.
Reseating pressure difference
is the difference between set pressure and reseating pressure.
Functional pressure difference
is the sum of opening pressure difference and reseating pressure difference.
Operating pressure difference
is the pressure difference between set pressure and operating pressure.
Lift
is the travel of the disc away from the closed position.
Commencement of lift (opening)
is the first measurable movement of the disc or the perception of discharge noise.
Flow area
is the cross sectional area upstream or downstream of the body seat calculated from the
minimum diameter which is used to calculate the flow capacity without any deduction for
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obstructions.
Flow diameter
is the minimum geometrical diameter upstream or downstream of the body seat.
Nominal size designation
of a safety Valve is the nominal size of the inlet.
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precautions should be taken during storage to keep out all foreign materials. Inlet and outlet
protectors should remain in place until the Valve is ready to be installed in the system. Take care
to keep the Valve inlet absolutely clean. It is recommended that the Valve be stored indoors in the
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original shipping container away from dirt and other forms of contamination.
Safety Valves must be handled carefully and never subjected to shocks. Rough handling may alter
the pressure setting, deform Valve parts and adversely affect seat tightness and Valve
performance.
The Valve should never be lifted or handled using the lifting lever.
When it is necessary to use a hoist, the chain or sling should be placed around the Valve body and
Bonnet in a manner that will insure that the Valve is in a vertical position to facilitate installation.
Installation
Many Valves are damaged when first placed in service because of failure to clean the connection
properly when installed. Before installation, flange faces or threaded connections on both the Valve
inlet and the vessel and/or line on which the Valve is mounted must be thoroughly cleaned of all
dirt and foreign material.
Because foreign materials that pass into and through safety Valves can damage the Valve, the
systems on which the Valves are tested and finally installed must also be inspected and cleaned.
New systems in particular are prone to contain foreign objects that inadvertently get trapped during
construction and will destroy the seating surface when the Valve opens. The system should be
thoroughly cleaned before the safety Valve is installed.
The gaskets used must be dimensionally correct for the specific flanges. The inside diameters
must fully clear the safety Valve inlet and outlet openings so that the gasket does not restrict flow.
For flanged Valves, draw down all connection studs or bolts evenly to avoid possible distortion of
the Valve body. For threaded Valves, do not apply a wrench to the Valve body. Use the hex flats
provided on the inlet bushing.
Safety Valves are intended to open and close within a narrow pressure range. Valve installations
require accurate design both as to inlet and discharge piping. Refer to International, National and
Industry Standards for guidelines.
Inlet piping
Connect this Valve as direct and close as possible to the vessel being protected.
The Valve should be mounted vertically in an upright position either directly on a nozzle from the
pressure vessel or on a short connection fitting that provides a direct, unobstructed flow between
the vessel and the Valve. Installing a safety Valve in other than this recommended position will
adversely affect its operation.
The Valve should never be installed on a fitting having a smaller inside diameter than the inlet
connection of the Valve.
Discharge piping
Discharge piping should be simple and direct. A "broken" connection near the Valve outlet is
preferred wherever possible. All discharge piping should be run as direct as is practicable to the
point of final release for disposal. The Valve must discharge to a safe disposal area. Discharge
piping must be drained properly to prevent the accumulation of liquids on the downstream side of
the safety Valve.
The weight of the discharge piping should be carried by a separate support and be properly braced
to withstand reactive thrust forces when the Valve relieves. The Valve should also be supported to
withstand any swaying or system vibrations.
If the Valve is discharging into a pressurized system be sure the Valve is a "balanced" design.
Pressure on the discharge of an "unbalanced" design will adversely affect the Valve performance
and set pressure.
Fittings or pipe having a smaller inside diameter than the Valve outlet connections must not be
used.
The Bonnets of balanced bellows safety Valves must always be vented to ensure proper
functioning of the Valve and to provide a telltale in the event of a bellows failure. Do not plug these
open vents. When the fluid is flammable, toxic or corrosive, the Bonnet vent should be piped to a
safe location.
Source and images for this page:
Crosby - Pressure Relief Valve Engineering Handbook Anderson Greenwood Crosby - Technical Seminar Manual Seridium AG SWITZERLAND
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Control valves automatically regulate pressure and/or flow rate, and are available for any pressure.
If different plant systems operate up to, and at pressure/temperature combinations that require
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Class 300 valves, sometimes (where the design permits), all control valves chosen will be Class
300 for interchange-ability. However, if none of the systems exceeds the ratings for Class 150
valves, this is not necessary.
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Globe valves are normally used for control, and their ends are usually flanged for ease of
maintenance. Depending on their type of supply, the disk is moved by a hydraulic, pneumatic,
electrical or mechanical actuator. The valve modulates flow through movement of a valve plug in
relation to the port(s) located within the valve body. The valve plug is attached to a valve stem,
which, in turn, is connected to the actuator.
Control Valve Arrangement
The image below shows how a control valve can be used to control rate of flow in a line. The
"controller" receives the pressure signals, compares them with pressure drop for the desired flow
and if the actual flow is different, adjusts the control valve to increase or decrease the flow.
Comparable arrangements can be devised to control any of numerous process variables.
Temperature, pressure, level and flow rate are the most common controlled variables.
YES
NO
NO
Globe
YES
YES
NO
YES (note 1)
Check
(note 2) NO
NO
NO
Stop check
YES
NO
NO
NO
Butterfly
YES
YES
NO
NO
Ball
Plug
YES
YES
Diaphragm
YES
Safety Relief NO
(note 3)
NO
NO
YES (note 4)
(note 3)
NO
YES (note 4)
NO
NO
NO
NO
YES
NO
Notes:
1. Only angle-globe valves can be used for a 90-degree change in direction of flow.
2. Check valves (other than the stop-check valves) stop flow only in one (reverse) direction.
Stopcheck valves can be and are used as stop, block, or isolation valves, in addition to
being used as a check valve.
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3. Some designs of ball-and-plug valves (contact the valve manufacturer) are suitable for
throttling service.
4. Multiport ball-and-plug valves are used for changing the direction of flow and mixing flows.
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Valve actuators are selected based upon a number of factors including torque necessary to
operate the valve and the need for automatic actuation. Types of actuators include manual
handwheel, manual lever, electrical motor, pneumatic, solenoid, hydraulic piston, and selfactuated. All actuators except manual handwheel and lever are adaptable to automatic actuation.
Manual, Fixed, and Hammer Actuators
Manual actuators are capable of placing the valve in any position but do not permit automatic
operation. The most common type mechanical actuator is the handwheel. This type includes
handwheels fixed to the stem, hammer handwheels, and handwheels connected to the stem
through gears.
Handwheels Fixed to Stem
As illustrated in the image on the right handwheels fixed to the stem provide only the mechanical
advantage of the wheel. When these valves are exposed to high operating temperatures, valve
binding makes operation difficult.
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Hammer Handwheel
As illustrated in the image, the hammer handwheel moves freely through a portion of its turn and
then hits against a lug on a secondary wheel. The secondary wheel is attached to the valve stem.
With this arrangement, the valve can be pounded shut for tight closure or pounded open if it is
stuck shut.
Manually-Operated Gearbox
If additional mechanical advantage is necessary for a manually-operated valve, the valve bonnet is
fitted with manually-operated gear heads as illustrated in the image. A special wrench or
handwheel attached to the pinion shaft permits one individual to operate the valve when two
individuals might be needed without the gear advantage. Because several turns of the pinion are
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necessary to produce one turn of the valve stem, the operating time of large valves is exceptionally
long. The use of portable air motors connected to the pinion shaft decreases the valve operating
time.
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Pneumatic Actuators
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Pneumatic actuators as illustrated in the image on the right provide for automatic or semiautomatic
valve operation. These actuators translate an air signal into valve stem motion by air pressure
acting on a diaphragm or piston connected to the stem. Pneumatic actuators are used in throttle
valves for open-close positioning where fast action is required. When air pressure closes the valve
and spring action opens the valve, the actuator is termed directacting. When air pressure opens
the valve and spring action closes the valve, the actuator is termed reverseacting. Duplex
actuators have air supplied to both sides of the diaphragm. The differential pressure across the
diaphragm positions the valve stem. Automatic operation is provided when the air signals are
automatically controlled by circuitry. Semi-automatic operation is provided by manual switches in
the circuitry to the air control valves.
Hydraulic Actuators
Hydraulic actuators provide for semi-automatic or automatic positioning of the valve, similar to the
pneumatic actuators. These actuators use a piston to convert a signal pressure into valve stem
motion. Hydraulic fluid is fed to either side of the piston while the other side is drained or bled.
Water or oil is used as the hydraulic fluid. Solenoid valves are typically used for automatic control
of the hydraulic fluid to direct either opening or closing of the valve. Manual valves can also be
used for controlling the hydraulic fluid; thus providing semi-automatic operation.
Self-Actuated Valves
Self-actuated valves use the system fluid to position the valve. Relief valves, safety valves, check
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valves, and steam traps are examples of self-actuated valves. All of these valves use some
characteristic of the system fluid to actuate the valve. No source of power outside the system fluid
energy is necessary for operation of these valves.
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Solenoid actuated valves provide for automatic open-close valve positioning as illustrated in the
image on the right. Most solenoid actuated valves also have a manual override that permits
manual positioning of the valve for as long as the override is manually positioned. Solenoids
position the valve by attracting a magnetic slug attached to the valve stem. In single solenoid
valves, spring pressure acts against the motion of the slug when power is applied to the solenoid.
These valves can be arranged such that power to the solenoid either opens or closes the valve.
When power to the solenoid is removed, the spring returns the valve to the opposite position. Two
solenoids can be used to provide for both opening and closing by applying power to the
appropriate solenoid.
Single solenoid valves are termed fail open or fail closed depending on the position of the valve
with the solenoid de-energized. Fail open solenoid valves are opened by spring pressure and
closed by energizing the solenoid. Fail closed solenoid valves are closed by spring pressure and
opened by energizing the solenoid. Double solenoid valves typically fail "as is." That is, the valve
position does not change when both solenoids are de-energized.
One application of solenoid valves is in air systems such as those used to supply air to pneumatic
valve actuators. The solenoid valves are used to control the air supply to the pneumatic actuator
and thus the position of the pneumatic actuated valve.
Speed of Power Actuators
Plant safety considerations dictate valve speeds for certain safety-related valves. Where a system
must be very quickly isolated or opened, very fast valve actuation is required. Where the opening
of a valve results in injection of relatively cold water to a hot system, slower opening is necessary
to minimize thermal shock. Engineering design selects the actuator for safetyrelated valves based
upon speed and power requirements and availability of energy to the actuator.
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In general, fastest actuation is provided by hydraulic, pneumatic, and solenoid actuators. However,
excessive. Also, hydraulic and pneumatic actuators require a system for providing hydraulic or
pneumatic energy. The speed of actuation in either case can be set by installing appropriately
sized orifices in the hydraulic or pneumatic lines. In certain cases, the valve is closed by spring
pressure, which is opposed by hydraulic or pneumatic pressure to keep the valve open.
Electrical motors provide relatively fast actuation. Actual valve speed is set by the combination of
motor speed and gear ratio. This combination can be selected to provide full valve travel within a
range from about two seconds to several seconds.
Valve Position Indication
Operators require indication of the position of certain valves to permit knowledgeable operation of
the plant. For such valves, remote valve position indication is provided in the form of position lights
that indicate if valves are open or closed. Remote valve position indication circuits use a position
detector that senses stem and disk position or actuator position. One type of position detector is
the mechanical limit switch, which is physically operated by valve movement.
Another type is magnetic switches or transformers that sense movement of their magnetic cores,
which are physically operated by valve movement.
Local valve position indication refers to some visually discernable characteristic of the valve that
indicates valve position. Rising stem valve position is indicated by the stem position. Nonrising
stem valves sometimes have small mechanical pointers that are operated by the valve actuator
simultaneously with valve operation. Power actuated valves typically have a mechanical pointer
that provides local valve position indication. On the other hand, some valves do not have any
feature for position indication.
Valve Actuators Summary
Manual actuators are the most common type of valve actuators. Manual actuators include
handwheels attached to the valve stem directly and handwheels attached through gears to
provide a mechanical advantage.
Electric motor actuators consist of reversible electric motors connected to the valve stem
through a gear train that reduces rotational speed and increases torque.
Pneumatic actuators use air pressure on either one or both sides of a diaphragm to provide
the force to position the valve.
Hydraulic actuators use a pressurized liquid on one or both sides of a piston to provide the
force required to position the valve.
Solenoid actuators have a magnetic slug attached to the valve stem. The force to position
the valve comes from the magnetic attraction between the slug on the valve stem and the
coil of the electromagnet in the valve actuator.
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