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Process and Control Valves

Process control valves regulate flow, pressure and direction in liquid and gas lines. This zone covers control, ball, butterfly, diaphragm, solenoid and safety valves and their actuators and positioners.

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Process and Control Valves: how it works, key numbers and troubleshooting

Fundamentals

What a control valve actually does

A control valve is a variable restriction. The positioner moves the plug, ball or disc until the flow through the opening matches what the controller asked for, and everything the valve removes from the line is pressure that the pump had to add. That is why valve sizing and pump sizing are the same conversation: a valve that only ever opens a tenth is not precise, it is oversized.

The valve families

Globe valves modulate well and seal tightly, and they carry most of the demanding throttling duties. Ball and butterfly valves are cheap, compact and fast, and with a segmented ball or an eccentric disc they modulate acceptably. Diaphragm and pinch valves keep the mechanism out of the product, which is what hygienic and slurry lines need. Solenoid valves switch small lines directly, without an actuator.

Characteristic and rangeability

The inherent characteristic describes how flow rises with travel. Equal percentage gives small changes near the seat and large ones near open, which suits a system where the pressure drop across the valve falls as flow rises; linear suits a valve that keeps most of the drop. Rangeability is the ratio between the largest and smallest controllable flow, typically 20:1 to 50:1 for a globe valve and far less for a butterfly.

Actuators and positioners

Spring and diaphragm actuators are slow, strong and fail predictably, which is why they still dominate. Piston actuators give more thrust in less space, electric actuators need no air, and each one needs a positioner to close the loop on travel rather than on signal. A smart positioner also reports travel, cycle counts and dead band, which is what turns a valve into something you can maintain before it fails.

Cavitation, flashing and noise

When the pressure inside the valve drops below the vapour pressure the liquid boils. If it recovers, the bubbles collapse against the trim and cut it away within months; if it does not, the flow flashes and erodes the body downstream. Multi-stage trim, a larger valve body with a reduced port, or splitting the drop across two valves are the usual answers, and they are cheaper than replacing trim twice a year.

Key parameters

ParameterTypical rangeRule of thumb
Working travel20 to 80 % of stroke at normal flowA valve that sits below 10 % open is oversized and will not control
Valve pressure drop25 to 50 % of the total system drop at design flowToo little drop across the valve and the loop loses authority
RangeabilityGlobe 30:1 to 50:1, segmented ball 100:1, butterfly 15:1Compare against the real turndown of the process, not against the maximum
Seat leakage classClass IV for metal seats, Class VI for soft seatsA control valve is not a shut-off valve; fit a separate isolation valve
Dead band of the loopUnder 1 % with a smart positioner, 5 % or more with worn packingMeasure it before retuning the controller; most hunting is mechanical
Stroking speed2 to 10 s for a 100 mm valveThe valve, not the meter, usually sets how fast the loop can respond
Actuator air supply4 to 7 bar, clean and dry to ISO 8573-1 class 3Wet or oily air is the most common cause of sticking positioners
Noise limitAbove 85 dBA the trim is being damaged, not just heardTreat noise as a sizing symptom, not as something to lag away

Troubleshooting

SymptomLikely causesWhat to do
The loop hunts around setpointValve oversized, packing too tight, dead band in the positioner, or a controller tuned for a different valveMeasure the travel against the signal first, free or repack the stem, then resize or retune
Valve will not close fullyDebris on the seat, actuator thrust too low for the differential, or a bench set that has driftedStroke the valve and check the seating force against the actual differential pressure, and clean or lap the seat
Trim is cut away after a few monthsCavitation, flashing, or a valve throttling far more drop than it was sized forRecalculate the pressure recovery factor, fit anti-cavitation trim or split the drop over two stages
Stem leaks shortly after repackingWrong packing set, over-tightened gland, side load from a bent stem, or a scored stem surfaceRenew the stem if it is scored, use the specified packing set and torque the gland to the figure, not to feel
Valve responds to large signals but not to small onesStiction from packing or from an actuator with no positionerFit or recalibrate a positioner, loosen the gland to the minimum that seals, and check the guide bushings
Whistling or rattling at part loadCavitation, flashing, or high velocity through an undersized portCheck the outlet velocity and the cavitation index at the real duty, and consider a larger body with a reduced trim
Air consumption keeps risingLeaking actuator diaphragm, a positioner constantly correcting, or a leak in the tubingIsolate the valve and pressure-test the actuator; a positioner that never rests points at a mechanical problem downstream of it

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Siemens Industry, Inc. Siemens Process Instrumentation offers innovative measurement solutions to increase plant efficiency and enhance product quality. Siemens extensive portfolio of process instruments for flow, level, pressure and temperature measurement, provides critical data that enables you to optimize your process, reduce energy consumption and ensure safety. Bronkhorst High-Tech B.V. Bronkhorst High-Tech offers an extensive product range of thermal, Coriolis and ultrasonic flow meters and controllers. We offer numerous styles of both standard and bespoke instruments for applications in laboratory, machinery and industry and we closely cooperate with OEM’s in the field of customer specific designs for gas, liquid or vapour control. Oliver Valves Oliver Valves is a manufacturer of engineered-to-precision valves. Cole-Parmer Cole-Parmer, an Antylia Scientific company is a global manufacturer of lab equipment and supplies for research and process. Clarke Valve Clarke Valve is the exclusive manufacturer of the Dilating Disk™ Valve, a next generation control valve. This advanced technology quarter-turn valve is characterized by its three interlocking petals that control the flow of process fluid. This patented stem-seal technology reduces fugitive emissions by 98% and records a methane leakage rate of only 2 PPM under the API 641 and ISO 15848-1 standards. Habonim Habonim has over 75 years of experience, committing to engineering, manufacturing, and supplying superior products, while providing excellent personal service to our customers. We take pride in incorporating quality, innovation, reliability, and safety into our products. GF GF is the leading flow solutions provider worldwide, enabling the safe and sustainable transport of fluids. The company specializes in plastic piping systems and system solutions plus services in all project phases. Emile Egger & Cie SA Emile Egger & Cie SA is a medium-sized, independent and owner-operated Swiss industrial enterprise with a concentration on the development and manufacture of pumps and Iris® diaphragm control valves.

Do you manufacture process and control valves equipment for fluid handling? A basic listing in the Equipment Guide is free.

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Frequently asked about process and control valves

How do I know a control valve is oversized?

Look at the travel at normal flow. A valve that controls between 20 and 80 % of its stroke is right; one that sits at 5 or 10 % is oversized, and every small correction the controller makes lands on the part of the characteristic where the flow changes fastest. Oversizing also destroys the seat, because all the energy is dissipated in a narrow gap right at the plug.

Equal percentage or linear characteristic?

It depends on how much of the total pressure drop the valve keeps as it opens. If the drop across the valve falls sharply with flow, as it does on a long pipe run with a centrifugal pump, equal percentage compensates and the installed behaviour comes out roughly linear. If the valve keeps most of the drop whatever the flow, a linear characteristic is the better match.

Can I use a control valve as an isolation valve?

No, and it is worth being firm about that. A control valve is built to modulate; even Class VI soft seats leak a defined amount, and the seat is the part that wears. Fit a separate isolation valve so the control valve is never asked to hold pressure for hours, and so maintenance has something to work behind.

What is the difference between cavitation and flashing?

Both start the same way: the pressure inside the valve falls below the vapour pressure and bubbles form. If the downstream pressure recovers above the vapour pressure the bubbles implode against the trim and cut it, which is cavitation. If it stays below, the flow leaves the valve as a two-phase mixture and erodes the body and the pipe downstream, which is flashing. Cavitation is fixed inside the valve; flashing usually has to be designed around.

Do I need a positioner on every valve?

On any valve that modulates, yes. Without one the actuator balances signal pressure against spring force, and packing friction alone can put several percent of dead band into the loop. A positioner closes the loop on actual travel, and a smart one reports the travel, the cycle count and the dead band, which is what lets you plan a repack instead of discovering it.

How often should a control valve be serviced?

Base it on duty and on what the positioner reports rather than on the calendar. A clean, low-differential valve can run for years; a valve on a cavitating or abrasive duty may need trim inspection every season. Cycle counts, rising air consumption and growing dead band are the three numbers that tell you when, and they are all available without shutting the line down.

Butterfly or globe for throttling?

Globe, if the duty is demanding: better rangeability, better seat life and a predictable characteristic. Butterfly wins on price, weight and space, and a high performance eccentric disc modulates well enough for many utility and water duties. The decision usually comes down to the pressure drop and to whether the line size makes a globe valve unaffordable.

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