| Valve Function |
On/off isolation, diverting, mixing, or modulating control |
Choose a valve body and actuator combination that matches the required control duty. Quarter-turn ball and butterfly valves are commonly used for isolation, while globe valves are often selected for more precise throttling. |
Provides automated flow isolation or regulation without continuous manual intervention. |
| Flow Medium |
Water, air, steam, oil, chemicals, gases, or abrasive slurries |
Check chemical compatibility, viscosity, solids content, cleanliness, and corrosion risk. The seat, seals, body, and stem materials must be suitable for the medium. |
Reduces leakage, premature wear, contamination, and unplanned replacement. |
| Nominal Size |
Common industrial sizes range from DN15 to DN600 or larger |
Size the valve according to required flow, pressure drop, pipe size, and available installation space. A valve should not be selected solely by matching the pipe diameter. |
Supports efficient flow control while avoiding excessive pressure loss and actuator overload. |
| Pressure Rating |
Common ratings include PN10, PN16, PN25, Class 150, and higher |
The pressure rating must exceed the maximum operating pressure, including surge or water-hammer conditions. Consider pressure-temperature derating where applicable. |
Improves operating safety and reduces the risk of body, seat, or connection failure. |
| Temperature Range |
Approximately -20°C to 180°C for many general-purpose assemblies; specialized designs cover wider ranges |
Evaluate normal, minimum, and maximum process temperatures. High-temperature service may require metal seats, heat-resistant seals, actuator separation, or special insulation. |
Maintains sealing performance and actuator reliability under changing process conditions. |
| Actuator Torque or Thrust |
Must exceed the valve breakaway and running torque or required linear thrust, with a safety margin |
Account for differential pressure, seat friction, scaling, corrosion, low-temperature effects, and emergency operating conditions. The actuator should not be under-sized or unnecessarily oversized. |
Ensures dependable opening and closing while limiting energy consumption and mechanical stress. |
| Control Signal |
Digital on/off, 24 V AC/DC, 110–120 V AC, 220–240 V AC, 4–20 mA, or fieldbus communication |
Match the actuator input and feedback signals with the plant control system, PLC, DCS, or building management system. Verify signal isolation and wiring requirements. |
Enables centralized control, remote monitoring, sequencing, and process automation. |
| Position Feedback |
Open/closed limit switches, potentiometer feedback, or continuous 4–20 mA position feedback |
Use simple limit switches for basic isolation. Select continuous feedback when the control system must verify actual valve position or manage proportional flow. |
Improves diagnostics, interlocking, alarm management, and process visibility. |
| Fail-Safe Requirement |
Fail-open, fail-closed, or fail-in-place operation during power loss |
Determine the safe position from the process hazard analysis. Electric actuators may require a spring-return mechanism, battery backup, or an uninterruptible power supply for fail-safe operation. |
Helps protect personnel, equipment, and the process during power or control-system failures. |
| Operating Speed |
Typical quarter-turn electric actuators operate in approximately 10–120 seconds |
Select the speed according to process requirements. Excessively fast closure can cause water hammer, pressure shock, or mechanical impact in liquid systems. |
Balances responsive automation with stable and safe process operation. |
| Ingress Protection |
IP65, IP66, or IP67 are common choices for protected industrial installations |
Choose the enclosure rating according to dust, water spray, washdown, outdoor exposure, and temporary immersion risks. Hazardous areas may require certified explosion-protected equipment. |
Protects electrical components from moisture, dust, and environmental damage. |
| Duty Cycle |
Intermittent duty is common; frequent cycling requires a suitable motor and thermal rating |
Estimate cycles per hour, operation time, stall conditions, and seasonal demand. Do not use an actuator designed for occasional isolation in high-frequency modulating service. |
Extends service life and prevents overheating or premature actuator failure. |
| Power Supply |
24 V DC, 24 V AC, 110–120 V AC, or 220–240 V AC are widely used |
Confirm voltage, frequency, starting current, cable length, voltage drop, and available backup power. Low-voltage systems may improve electrical safety but can require higher current. |
Ensures reliable operation and simplifies integration with the existing electrical infrastructure. |
| Leakage and Shutoff Class |
Select the required seat leakage level based on the application and valve standard |
Tight shutoff is important for isolation, while controlled leakage may be acceptable in some regulation services. Verify the applicable testing standard and pressure differential. |
Limits product loss, cross-contamination, emissions, and safety risks during isolation. |
| Installation and Maintenance |
Consider orientation, accessibility, manual override, replaceable seals, and service clearance |
Provide adequate access for inspection and actuator removal. A manual override can be useful during commissioning or power loss, but it should not create an unintended safety hazard. |
Reduces downtime and makes troubleshooting, testing, and preventive maintenance easier. |
| Total Cost of Ownership |
Purchase cost plus installation, energy use, calibration, maintenance, downtime, and replacement |
Compare the complete lifecycle cost rather than the initial purchase price. Consider cycle frequency, spare parts, service intervals, energy consumption, and expected operating life. |
Supports better investment decisions and can reduce long-term operating expenses. |