Select the right industrial valve is not simply a matter of selecting a valve based on pipeline size. The correct valve depends on the process media, pressure, temperature, flow rate, valve function, material compatibility, pressure class, end connection, operating method and maintenance requirements.
A valve suitable for clean water may not be suitable for abrasive slurry. Similarly, a valve selected for isolation may not be appropriate for continuous throttling or automatic process control.
This industrial valve selection guide explains the key factors engineers, EPC contractors, procurement teams and plant operators should consider before selecting a valve for a process application.
What Is Industrial Valve Selection?
Industrial valve selection is the process of choosing a valve type, size, material, pressure rating, trim, seat, end connection and operating configuration that matches the actual process conditions.
The objective is not simply to find a valve that fits the pipeline. The valve should also provide the required isolation, flow regulation, pressure control or automation while remaining compatible with the operating environment.
The basic selection process can be summarized as:
Media → Pressure → Temperature → Flow → Valve Function → Material → Size → Pressure Class → Actuation → Testing & Standards
A proper selection should always be based on the actual process datasheet rather than the valve name alone.
What Factors Should You Consider When Selecting an Industrial Valve?
1. Identify the Process Media
The first and most important consideration is the fluid passing through the valve.
The media could be:
- Water
- Steam
- Air
- Gas
- Oil
- Chemicals
- Slurry
- Powder
- Hydrocarbons
- Wastewater
- Corrosive or hazardous fluids
Media properties influence the choice of body material, trim, seat, seal, valve type and internal design.
For example, abrasive slurry can require a different valve design from clean water, while corrosive chemicals may require corrosion-resistant wetted materials.
ALIS provides valve solutions for applications including Oil & Gas, Chemical, Power, Water Treatment, Cement, Mining, Pharmaceutical and other process industries.
2. Check Operating Pressure
Pressure is a critical part of valve selection.
You should determine:
- Normal operating pressure
- Maximum operating pressure
- Minimum operating pressure
- Design pressure
- Differential pressure across the valve
The selected valve’s pressure-temperature rating must be suitable for the actual service conditions.
For example, selecting a Class 150 valve should not be based only on the pipeline’s nominal pressure. The allowable pressure also depends on the valve material and operating temperature.
3. Consider Operating Temperature
Temperature affects:
- Body material
- Seat material
- Packing
- Gaskets
- Bellows, where applicable
- Elastomers
- Pressure-temperature rating
- Valve service life
A soft-seated valve that performs well in moderate-temperature water service may require a completely different seat or trim configuration for high-temperature steam.
Therefore, always provide both minimum and maximum operating temperature when requesting a valve.
4. Determine the Required Flow Rate
Flow rate is essential when selecting valve size and control characteristics.
Depending on the application, you may need to specify:
- Normal flow rate
- Minimum flow rate
- Maximum flow rate
- Fluid density
- Viscosity
- Upstream pressure
- Downstream pressure
For control valves, flow capacity is commonly expressed using Cv or Kv.
A valve should not be oversized simply because the pipeline is large. Oversizing can make control difficult, while undersizing may create excessive pressure drop and velocity.
5. Select the Correct Valve Size
Pipeline size and valve size are related, but they are not always identical from a process-sizing perspective.
For isolation applications, a valve may commonly be selected to match the nominal pipeline size.
For control applications, however, the required valve size should be calculated from flow rate, pressure drop, fluid properties and required capacity.
The goal is to achieve the required flow while maintaining acceptable:
- Pressure drop
- Velocity
- Noise
- Vibration
- Cavitation risk
- Control range
6. Select the Valve According to Its Function
Before choosing the valve type, determine what the valve actually needs to do.
Isolation
For simple ON/OFF isolation, commonly considered options include:
- Ball Valve
- Butterfly Valve
- Gate Valve
- Plug Valve
- Knife Gate Valve
Flow Regulation
For throttling or continuous flow regulation, options may include:
- Globe Valve
- Control Valve
- Butterfly Control Valve
- V-Ball / V-Notch Ball Valve
- Diaphragm Valve
Pressure Control
For pressure management, the application may require:
- Pressure Reducing Valve
- Pressure Control Valve
- Differential Pressure Valve
- Bypass Balance Valve
The correct choice depends on the process requirements rather than the valve name alone.
How to Choose a Valve for Water Applications?
For water service, Butterfly, Ball, Gate and Check Valves are commonly considered depending on the system function, pressure, size and flow requirements.
Butterfly Valve
Butterfly valves are often useful for larger-diameter pipelines where compact construction and efficient operation are important.
Ball Valve
Ball valves can be considered where reliable shut-off and relatively compact construction are required.
Gate Valve
Gate valves are generally used for isolation rather than continuous throttling.
Check Valve
Check valves are used where reverse flow needs to be prevented.
The final selection depends on pipe size, pressure, flow velocity, media quality and required operation.
Which Valve Is Suitable for Steam?
Steam applications require careful consideration of temperature, pressure, trim, seat design, packing and pressure-temperature ratings.
Depending on the service, commonly considered valves include:
- Globe Valve
- Gate Valve
- Ball Valve
- Control Valve
- Check Valve
For steam throttling, a properly selected globe or control valve may be considered. For isolation, gate or ball valves may be suitable depending on the application.
The valve should always be selected according to the actual steam pressure, temperature and flow conditions.
Which Valve Is Suitable for Slurry?
Slurry contains suspended solids and can be highly abrasive depending on the material being transported.
Commonly considered options include:
- Knife Gate Valve
- Slurry-duty Butterfly Valve
- Ceramic Valve
- Pinch Valve
- Specially designed Ball or Plug Valves
For slurry isolation, Knife Gate Valves are commonly considered because their gate design can handle applications involving solids and high concentrations of suspended material.
ALIS specifically positions its Knife Edge Gate Valves for slurry, mining, cement, wastewater, pulp & paper and other challenging process applications.
How Do You Select a Valve for Chemical Service?
Chemical valve selection requires particular attention to chemical compatibility.
Consider:
- Chemical concentration
- Temperature
- Pressure
- Corrosiveness
- Valve body material
- Trim material
- Seat material
- Seal material
- Permeation risk
- Required leakage performance
Depending on the chemical, options may include lined Ball Valves, lined Butterfly Valves, Diaphragm Valves, PTFE-lined valves, Globe Valves and Control Valves.
ALIS’s chemical-industry solutions are positioned for corrosive and hazardous process media and emphasize material compatibility for chemical applications.
How Do You Select a Valve for Oil & Gas Applications?
Oil & Gas applications may involve:
- High pressure
- High temperature
- Hydrocarbons
- Hazardous fluids
- Sour service
- Fugitive-emission requirements
- Critical isolation
Valve selection should therefore consider the applicable design standard, pressure class, material, trim, sealing arrangement, fire-safe requirements and testing requirements.
Depending on the application, Ball, Gate, Globe, Check and Control Valves may be considered.
ALIS currently offers these valve categories for Oil & Gas applications and states that its solutions are designed for upstream, midstream, downstream and refinery environments
How Do You Select Valve Material?
Material selection should be based on the process media, pressure, temperature and corrosion conditions.
Common valve body materials include:
- Carbon Steel
- Cast Iron
- Ductile Iron
- Stainless Steel
- WCB
- CF8
- CF8M
- Duplex Stainless Steel
- Super Duplex
- Special alloys
For example, CF8M may be selected for certain corrosive services where stainless-steel construction is appropriate, while WCB may be suitable for many carbon-steel industrial applications.
However, material selection should always be verified against the actual media and service conditions.
WCB vs CF8 vs CF8M: What Is the Difference?
These are common valve body material designations, but they have different material compositions and service characteristics.
WCB is a carbon-steel casting grade commonly used for industrial valve bodies.
CF8 is an austenitic stainless-steel casting grade broadly comparable to 304-type stainless steel.
CF8M is a molybdenum-containing austenitic stainless-steel casting grade broadly comparable to 316-type stainless steel.
The correct selection depends on corrosion resistance, temperature, pressure and media compatibility.
How Do You Select the Correct Pressure Class?
Pressure class should be selected using the valve’s pressure-temperature rating, not just the class number.
Common ASME classes include:
- Class 150
- Class 300
- Class 600
- Class 900
- Class 1500
- Class 2500
The allowable working pressure varies with material and temperature.
Therefore, a valve specification should consider:
Pressure + Temperature + Material + Applicable Standard
rather than selecting a class based on pressure alone.
What Is the Difference Between Pressure Class and PN Rating?
Class 150, Class 300, etc. are ASME pressure-class designations.
PN16, PN25, PN40, etc. are nominal pressure designations commonly associated with EN/ISO-based systems.
They should not be treated as direct one-to-one pressure conversions.
The applicable standard and pressure-temperature table should always be checked when comparing Class and PN-rated valves.
How Do You Select Seat and Seal Material?
Seat and seal materials must be compatible with:
- Process media
- Temperature
- Pressure
- Chemical concentration
- Abrasion
- Required leakage performance
- Operating cycles
Common materials include:
- PTFE
- RPTFE
- PEEK
- EPDM
- NBR
- FKM / Viton
- Metal seats
- Graphite
For example, EPDM may be considered for certain water applications, while NBR and FKM are selected for different fluid and temperature conditions.
There is no universal “best” seat material—the correct choice depends on the service.
When Should a Valve Be Manually Operated?
Manual operation may be suitable when:
- Valve operation is infrequent
- The valve is easily accessible
- Remote operation is not required
- Automation is not economically justified
- The required operating torque is manageable
Handwheel, lever, gear-operated and other manual configurations can be selected according to valve size and operating requirements.
When Should a Valve Be Pneumatically Actuated?
Pneumatic actuation can be considered when fast automated operation, frequent cycling or fail-safe operation is required.
Pneumatic actuators are commonly used for:
- ON/OFF operation
- Emergency shutdown
- Process automation
- High-cycle applications
- Remote operation
The actuator should be selected according to the valve’s required torque or thrust, stroke and operating pressure.
When Should an Electric Actuator Be Used?
Electric actuators can be useful where:
- Electrical power is readily available
- Remote operation is required
- Precise positioning is needed
- Pneumatic air is unavailable
- Modulating operation is required
Electric actuator selection should consider torque/thrust, power supply, control signal, duty cycle, enclosure protection and operating environment.
ALIS currently lists electric actuators with quarter-turn and multi-turn configurations, including ON/OFF and modulating options depending on model.
What Is Cv in a Control Valve?
Cv is a flow-capacity coefficient used to describe the flow a control valve can pass under specified conditions.
Cv is an important parameter when sizing a control valve because it connects the required flow with the available pressure drop and fluid conditions.
For a control valve, selecting the correct Cv helps avoid both:
- Oversizing, which can reduce controllability
- Undersizing, which can create excessive pressure loss
ALIS’s Electric Globe Control Valve specifications also identify Cv/Kv as an important control-valve sizing parameter.
What Is Control Valve Selection?
Control valve selection involves choosing a valve based on:
- Flow rate
- Upstream pressure
- Downstream pressure
- Temperature
- Fluid properties
- Required Cv/Kv
- Flow characteristic
- Cavitation risk
- Noise
- Actuator requirements
- Leakage requirements
Common flow characteristics include:
- Linear
- Equal Percentage
- Quick Opening
The appropriate characteristic depends on the process-control requirements.
What Causes Cavitation in a Valve?
Cavitation can occur in liquid service when local pressure falls below the fluid’s vapor pressure and vapor bubbles form and subsequently collapse as pressure recovers.
Potential effects include:
- Noise
- Vibration
- Trim damage
- Erosion
- Reduced service life
Cavitation risk should be evaluated during control-valve sizing, particularly when there is a large pressure drop.
Why Is Valve Material Compatibility Important?
A valve can have the correct size and pressure rating but still fail prematurely if its wetted materials are incompatible with the process medium.
Material compatibility affects:
- Corrosion
- Erosion
- Chemical attack
- Seal degradation
- Leakage
- Service life
This is particularly important in chemical, petrochemical, mining, pharmaceutical and wastewater applications.
What End Connection Should You Choose?
Common end connections include:
Flanged
Suitable for many industrial installations where convenient installation and maintenance are required.
Butt Weld
Often used where a permanent welded piping connection is required.
Socket Weld
Commonly considered for smaller-bore high-pressure applications.
Threaded
Used in selected smaller-size applications where the piping specification permits it.
The connection should match the pipeline standard, pressure rating, material and installation requirements.
Why Does Valve Maintenance Matter?
Correct valve selection reduces maintenance requirements, but every industrial valve still requires appropriate inspection and maintenance.
Maintenance requirements depend on:
- Valve type
- Operating frequency
- Media
- Temperature
- Pressure
- Corrosiveness
- Abrasiveness
- Installation conditions
A valve operating in clean water service may require a very different maintenance approach from one operating in abrasive slurry.
How Should You Select a Valve for Abrasive Media?
For abrasive applications, consider:
- Particle size
- Solids concentration
- Flow velocity
- Abrasion resistance
- Seat design
- Trim material
- Body construction
- Maintenance accessibility
Knife Gate and ceramic valve designs may be considered for specific abrasive applications.
ALIS positions its Knife Gate and mining valve solutions for abrasive and high-solid applications, while its cement solutions address abrasive, dusty and high-temperature process conditions.
Industrial Valve Selection Checklist
Before placing a valve purchase order, confirm the following:
Process Data
- Media
- Flow rate
- Operating pressure
- Design pressure
- Operating temperature
- Design temperature
- Fluid density
- Viscosity
- Solids content, if applicable
Valve Data
- Valve type
- Valve size
- Pressure class / PN
- Body material
- Trim material
- Seat material
- Seal material
- End connection
- Flow direction
- Leakage requirement
Automation Data
- Manual / Pneumatic / Electric
- Torque / thrust
- Fail position
- Air pressure
- Power supply
- Control signal
- Position feedback
- Duty cycle
Documentation
- Applicable design standard
- Inspection requirements
- Pressure testing
- Material certificates
- Test certificates
- Datasheet
- Drawing
- Inspection & Test Plan, where required
Common Valve Selection Mistakes to Avoid
1. Selecting a Valve Only by Pipeline Size
A DN100 pipeline does not automatically mean every DN100 valve is suitable. Pressure, flow, media and valve function still need to be checked.
2. Choosing the Cheapest Valve
Initial purchase price is only one part of the total cost. Maintenance, downtime, replacement frequency and energy loss can significantly affect lifecycle cost.
3. Using a Gate Valve for Continuous Throttling
Gate valves are primarily isolation valves and should generally not be used for continuous throttling unless specifically designed for the service.
4. Ignoring Temperature
A seat or seal suitable at ambient temperature may not be suitable for high-temperature service.
5. Ignoring Media Compatibility
A material that works well with water may not be appropriate for corrosive chemicals or abrasive slurry.
6. Oversizing Control Valves
An oversized control valve can operate near the closed position for much of its normal range, reducing control quality.
7. Selecting an Actuator Without Calculating Torque or Thrust
The actuator must be properly matched to the valve and actual operating conditions.
How ALIS Valves Supports Industrial Valve Selection
ALIS Valves offers a broad range of industrial valves and automation solutions covering Ball Valves, Butterfly Valves, Gate Valves, Globe Valves, Check Valves, Knife Gate Valves, Control Valves, Pneumatic Actuators and Electric Actuators.
The company also describes its offering as application-driven, with customized solutions based on operating pressure, temperature, media, material, actuator type and industry requirements.
This allows valve selection to be approached from the actual process requirement, rather than simply choosing a generic valve type.
For example:
- Water Treatment → Butterfly, Ball, Gate, Check and Control Valves
- Oil & Gas → Ball, Gate, Globe, Check and Control Valves
- Chemical → Ball, Butterfly, Diaphragm and Control Valve solutions
- Mining → Knife Gate, Ball, Butterfly and specialized abrasive-service solutions
- Cement → Knife Gate, Butterfly, Ball, Gate and other process valves
- Pharmaceutical → Application-specific sanitary and process valve solutions
ALIS’s current industry pages specifically cover applications such as mining, cement, chemical, Oil & Gas and water treatment.
Frequently Asked Questions About Industrial Valve Selection
What is the most important factor in valve selection?
The most important factor is understanding the process conditions—especially media, pressure, temperature, flow rate and the required valve function.
How do I choose the right valve for water?
Choose based on pipeline size, pressure, flow, water quality and whether the valve is required for isolation, regulation or reverse-flow protection. Butterfly, Ball, Gate and Check Valves are commonly considered.
Which valve is best for steam applications?
The appropriate valve depends on pressure, temperature and function. Globe and Control Valves are commonly considered for regulation, while Gate and Ball Valves may be considered for isolation.
Which valve is suitable for slurry service?
Knife Gate Valves and other slurry-duty designs can be considered depending on solids concentration, particle size, pressure and abrasion level.
What is the difference between a Ball Valve and Butterfly Valve?
Both can provide isolation, but their construction and operating characteristics differ. Butterfly valves can be particularly useful for larger-diameter systems, while ball valves provide a different sealing and flow-path arrangement.
When should you use a Gate Valve instead of a Globe Valve?
A Gate Valve is generally selected for isolation, while a Globe Valve is more suitable when flow regulation or throttling is required.
How do I select valve material?
Select the material based on media compatibility, pressure, temperature, corrosion, erosion and mechanical requirements.
How do I select the correct pressure class?
Check the valve’s pressure-temperature rating for the selected material and applicable standard. Do not treat the Class number itself as a direct working-pressure value.
When should a valve be pneumatically actuated?
Pneumatic actuation can be considered when fast automated operation, frequent cycling or a defined fail-safe position is required.
When should an electric actuator be used?
Electric actuation can be considered for remote operation, electrical automation and applications requiring ON/OFF or, with suitable equipment, modulating control.
Final Takeaway
Selecting the right industrial valve requires more than matching the valve size with the pipeline.
A reliable selection should consider:
Media + Pressure + Temperature + Flow + Valve Function + Material + Size + Pressure Class + Seat/Seal + End Connection + Actuation + Applicable Standards
The correct valve is the one that matches the actual process requirements and provides the required performance throughout its intended operating life.
For application-specific valve selection, customers can review ALIS Valves’ industrial valve and automation range and provide their media, pressure, temperature, flow rate, size and operating requirements for a suitable configuration.
ALIS Valves — Industrial Valve & Automation Solutions for Demanding Process Applications.