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Fluid Flow Air & Steam
Equipment Design —_ Fluid InstrumentsDiiVtniT a i a aaa
Control valve sizing
subjects relevant to sizing and
selecting the right control valve for a
particular appication, followed by simpli-
fied step-by-step procedures for perform-
ing sizing calculations by hand along with
worked examples.
Te guide briefly discusses several
Selection of control valve style
The choice of control valve style (globe,
bal, butter, etc) is often based on tra:
dition or plant preference. For example, a
majority of the control valves in a pulp
‘and paper mils are usually ball or seg-
‘mented ball valves. Refineries tradtional-
ly use a high percentage of globe valves
for control
Globe valves offer the widest range of
options for flow characteristics, pressure,
temperature and noise and cavitation
reduction. Globe valves also tend to be
the most expensive.
‘Segment ball valves tend to have a
higher rangeability, and size for size,
nearly twice the flow capacity of globe
valves and in adkition are less expensive
than globe valves. On the other hand,
segment ball valves are limited in avail
abiity for extremes of temperature and
Pressure and are more prone to noise
and cavitation than are globe vaives.
High-performance buttery valves are
even less expensive than ball valves,
especially in larger sizes (say 8-in and
larger). They also have less rangeabilty
than the ball valves and are more prone
to cavitation. The eccentric rotary plug
valves combine features of rotary
valves, such as high cycle life stem seals
and compact construction with the
rugged construction of glove valves.
Unlike the other rotary velves whose flow
capacity is approximately double that of
lobe valves, the flow capacity of eccen-
tric rotary plug valves is on a par with
globe valves. Table 1 is generalized
comparison of the various styles of con-
trol vaives.
Although an extensive discussion of
the selection of the proper valve flow
characteristics for a particular applcation
is beyond the scope of this article, as a
general rule, systems with a significant
amount of pipe and fitings, andlor with
 
EEA 005 riio row annua
centrifugal pumps (the most common
case) are best suited to equal percent.
age valves. Systems with very little pipe
tend to be better suited to linear charac-
teristics valves. For the final design of
more rtical systems the valve manufac-
turer should calculate the installed char-
acteristic of the selected valve in a partic-
ular system to ensure a good match
between system and valve.
Process data
‘Avvalve sizing calculation wil only be reli-
able if the process data used in the cal=
culation accurately represents the true
process. Perhaps the most misunder-
stood area of control valve sizing is the
‘selection of the pressure drop, Ap, to use
in the sizing calculation. The Ap cannot
be arbitrarily specified without regard for
the actual system into which the valve
will be installed. The correct procedure
for determining the pressure drop across
a control valve is to start upstream of the
valve at a point where the pressure is.
known (for example, a pump where the
pressure can be determined from the
head curve) and subtract the pressure
losses due to the upstream pipe and fit
tings. When the inlet to the valve p, is
 
NOMENCLATURE
©, Valve flow coefcent
Valve inlet diameter, in;
 
‘Ap Pressure differential across a control valve, py =P psi, bar;
Pressure differential beyond which cavitation damage Is likely, psi, bar;
 
 
Po
‘pr Pressure differential at which liquid flow becomes choked, psi, ba;
Fe Liquid erica! pressure rato factor, dimensionles
Fx Ratio of specific heats factor, dimensionless;
FL guid pressure recovery factor, dimensionless;
74 Specific weight of gas o vapor at upstream conditions, Ib/ouf,kg/cu m;
&
k Ratio of spectic heats, dimensionless;
M Molecular weight, atomic mass units;
P; Upstream absolute static pressure, psa, bara;
Pe Downstream absolute static pressure, p, ~ Ap, pla, baa;
Pe Absolute thermodynamic critical pressure, psia, bara;
POC Fipe diameter correction for aerodynamic noise calculation, dBA;
PSC Pipe schedule correction for aerodynamic noise calcuiaton, dBA;
Py Absolute vapor pressure of liquid atinlet temperature, psa, bara;
Volumetric flowrate of gas, scfh,N cu m/r; or volumetric fowrateof liquid, gpm,
cu mihr
SPL Sound pressure level, dBA;
T, Absolute upstream temperature, °R, °X;
SC Valve style correction for aerodynamic noise calculation, dBA;
W Weight or mass flowrate, Ir, kg/hr,
x Ratio of pressure drop to absolut inet pressure, dimensionless;
%_ Terminal or limiting pressure drop rato for gas, dimensionless:
Y Expansion factor, dimensionless;
2 —_Compressblty factor, dimensionless
 
Liquid-specfic gravity at upstream conditions (rato of density of liquid at flowing
‘temperature to density of water at 60°F), dimensionless;
Gas-specitic gravity (ratio of density of flowing gas to density of ir with both at
standard conditions, which is equal tothe ratio ofthe molecular weight of gas to the
molecular weight of air), dimensionless;known, the next step is to go to a point
downstream of the control valve where
the pressure is known (for example, a
tank where the head is known) and
then work upstream toward the control
valve, adding the pressure losses of the
pipe and fittings. (The pressure lossos
are added by working in the direction
‘opposite to the flow.) At the valve outlet
2 is known, The actual pressure drop
across the control valve Is the different
between the upstream and downstream
pressure, ie., Ap = py ~ Pz. To perform
sizing calculations at more than one
flowrate (@.g., at both maximum and
‘minimum design flows), the calculation
of py and pp at each flowrate must be
repeated, as the system pressure loss-
es (and pump head) are dependent on
the flow.
 
Liquid choked flow, cavitation, flashing
When liquid flow in a control valve pass-
es through the vena contracta (the point
at which the cross-sectional area of the
flow stream is at a minimum), the flow
velocity reaches a maximum and the
pressure decreases to a minimum.
The static pressure at the vena con-
tracta is a function of three things—the
pressure immediately upstream of the
valve (p,); the pressure drop (ap) across
the valve; and the valve geometry
‘expressed in the manufacturers literature
as the liquid pressure recovery factor, F,
(see Fig. 1 for typical values of F,)
For a fixed value of p;, as the pres-
sure drop across a control valve increas-
es, the pressure at the vena contracta
decreases. If the pressure drop across
 
the control valve
increases to a point
where the vena
contracta pressure
decreases to siight-
ly below the vapor
&& .
Recovery Factor, F.
pressuro, py, of tho |= 9.7
liquid, vapor bub-
bles form in the | % 06
vena contracta
Once this happens, |% 0-5
additional increas- | 9,4
es in pressure drop
across the valve do
rot result in addi-
tional flow, and
 
 
0 10 20 30 40 50 60 70 80 90 100
Percent Open
 
 
flow is choked.
This limiting or
choking pressure
drop is called the
terminal pressure drop, apy. (The same
thing is also occasionally referred to as
APMax OF APatonabie) The calculation of
pr (see step 2 of the sizing method for
liquids) is important, because when the
actual pressure drop, 4p, is greater than
4pr, then Apr and not Ap must be used
in the sizing equations to prevent under-
sizing the valve.
CChoked flow produces either flashing
cr cavitation. Flashing results ifthe pres-
sure downstream of the valve, Po, is less
than the vapor pressure of the liquid. In
this case, the vapor bubbles that formed
at the vena contracta continue down-
stream. Flashing conditions have the
potential for erosive damage to the valve
by drops of liquid entrained in high veloci-
ty vapor and selection of erosion-resis-
tant materials (such as stainless-steel
valves.
Fig. 1. Liquid pressure recovery factor (FL) of control
bodies and hardened trim) is advisable.
Cavitation results from choked flow
‘when pp is greater than p,. In this case,
‘as the Vapor bubbles travel downstream
from the vena contracta they collapse vio-
lently, resulting in vibration, noise and
damage. The use of hard or erosion-
resistant materials is not very effective in
preventing cavitation damage and, as a
rule, cavitation should be avoided.
Gavitation can usually be eliminated
by selecting a valve style with a higher
value of F. In general, as the F, increas:
es, so does the price of the valve. In
addition to the standard valve styles
shown in Fig. 1, there are special cavita-
tion-resistant valves available.
In practice, at pressure drops
approaching, but below the calculated
value of Apr, there is usually some for-
 
TABLE 1. COMPARISON OF CONTROL VALVE TYPES.
 
Top-guided  Cage-guided ‘Segment Eccentric High-performance
globe globe ball rotary plug buttertly
Cost High High Medium Medium Low
Weight High High Medium Medium Low
Flow capacity (compared to globe) 1K 1K x 1K x
Cavitation potential Low Low Medium Medium High
Inline repairable Yes Yes No No
Inherent flow characteristic linear, linear, Modified linear Modified = %
Quick opening quick opening
Cavitation/noise reduction options No Yes Some Some No
Suitable for high pressure differential Limited Yes Limited Yes Limited
Suitable for dirty service Yos No Yes Yes Yes
Suitable for slurries Limited No Yes Yes Limited
Suitable for pulp stock No No Yes No LimitedTABLE 2, NUMERICAL CON-
 
STANTS FOR LIQUID SIZING
EQUATIONS.
pop
100 psi
69 bar
Ke 1.0 pmsl
0.865 cummr bar
 
 
 
mation of vapor bubbles and some
degree of cavitation. A simplified method
for approximating the pressure drop
above which cavitation damage and
noise are likely to be a problem is given
in Equation 3,
Sizing method for liquids
The following seven steps are used for
control valve sizing for liquids (see nomen-
lature sidebar). Constants K; and Kp
(Table 2) are included to make the formu-
las readily adaptable to customary U.S. or
SS. units, The values of p;, p2 and py must
always be expressed in absolute unis.
1. Calculate the critical pressure ratio
factor, Fr:
.96 0.28 [Be w)
2, Calculate the terminal pressure
drop, Apr:
 
491 =FE(01-Fep,) O
Fis a function of valve opening that
is yet to be determined, so it will be nec-
essary to make an initial estimate of
valve opening. A good initial estimate is
the value of Fat 80% open. For manu-
facturers using factors other than F., the
following is used to convert from one fac-
torto another: C; = Ky'!2 =F.
3.1f Ap > Apr, flow willbe choked. Use
4p in place of 4p in Step 7. Go to Step 4
If.4p < Apr, skip Step 4 and go to Step 5.
4. If Bp < By flow will be flashing, ero-
sion-resistant valve materials are
requited; go to Step 7. Otherwise contin-
ve with Step 5.
5. Calculate the pressure drop at
which cavitation damage is likely to begin
(4p): The values of Rand S for the vari-
us valve styles are found in Table 3
EE 1055 rivio riow annuat
 
TABLE 3, VALVE STYLE COR-
RECTION COEFFICIENTS FOR
AB) (CAVITATION DAMAGE)
CALCULATION.
Valve style R Ss
Globe 1.0 05
Eccentric rotary
plug 19 035
‘Segment ball o7 02
High-performance
butterfly. 06 0.16
Ky, @
APD -rei(S) (P:-P,)
6. If Ap > App, there is the potential for
cavitation damage. A valve with a higher
Fy should be used. If Ap < App, there is
limited danger of cavitation and exces-
sive noise.
7. Calculate the required C,;
Kat «
Using the caleulated C,, an appropriate
valve size is chosen from the manufactur-
ers’ tables of C, vs. valve opening as rep-
resented in Tables 4 and 5. The goal is to.
select a valve that will be as fer open as
possible without exceeding 80% open at
the maximum design flow.
For valves installed with reducers,
selecting a valve with an opening not
exceeding 75% according o the tables will
ensure that, with the reducer effect, it will
‘ot be in excess of 80% open in actual
operation
 
Size 20 40
1 1 4
15 3 iT
2 5 7
3 2 39
4 19 63
6 34 115
8 55 187
10 a7 208
2 123 a8
‘TABLE 4. TYPICAL VALVE FLOW COEFFICIENTS, Cy, FOR
SEGMENT BALL CONTROL VALVES,
 
 
(%)
7 100
14 45
40 110
38 82 180
88 143 420
141 208 620
258 418 4,260
418 67 2030
658 1088 3210
937 1516 4490
 
 
TABLE 5. TYPICAL VALVE FLOW COEFFICIENTS, Gy, FOR EQUAL
PERCENTAGE GLOBE CONTROL VALVES.
Relative opening (%)
Size 20 40 60 80 100
1 oA 08 2 6 13
15 1. 36 92 23 7
2 2 5 7 45 60
3 5 12 38 1 128
4 6 3 40 106 170
6 9 2B 89 253 362
8 4 47 102 420 650
10 29 62 170 566 950TABLE 6. RATIO OF SPECIFIC
HEATS FACTORS, Fy.
Gas. Fi
Air 10
‘Ammonia og2
Butane 0.96
Carbon dioxide 093
Ethane 085
Freon 0.98
Hydrogen 10
Methane a9
Natural ges 094
Nitrogen 10
Oxygen 10
Steam 093
Aer selecting a valve size and deter-
mining the percent of opening corre:
sponding to the calculated C,, the Fi at
that opening is determined,
Ifthe actual F, is less than the value
used in Steps 1 and 5, all the steps are
repeated because the calculated values of
4p; and App wil be larger than ther real
values and there isthe posskilly of over-
looking choked flow and potential cavta-
tion problems.
Ifthe actual Fis greater than the value
used in the calculation, the calculation is
conservative
To check for potential cavitation prob-
lems, the Gy atthe minimum design flow
may be calculated. Making the inital est:
mate of valve opening for the purpose of
obtaining the initial value of Fy, may
require some tral and erro. Estimating an
opening of 40% is a good starting point,
but p; and 4p will most tkely be higher at
the minimum design rate than they are at
the maximum design flowrate.
uid sizing example
‘The stated problem is to select a properly
sized segment ball control valve for the |
following process conditions:
Fluid: water;
Pipe size: 6 in
Maximum design flow, q: 680 gom:
Pressure upstream of the valve, p;
42 psig;
Local atmospheric pressure: 14.7
psia;
Critical pressure, pg: 3208 psia:
Vapor pressure, py: 1.1 psiar
Pressure drop, Ap: 20 psid
Specific gravity, Gy: 1.0.
4. Caleulate the critical pressure ratio |
 
     
 
    
 
     
 
   
   
   
   
   
   
   
     
 
     
   
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© 10 20 30 40 50 60 70 80 90 100
Percent Open
 
 
 
Fig. 2. Terminal pressure drop ratio (X;) of control valves.
factor, Fe; from Equation 1
F, =0.96-028 | Hr
Fj =0.955
2, Calculate the terminal pressure drop, Apr, from Equation
2, using an inital estimate for F, of 0.72 (from Fig. 1) for a seg
‘ment ball vaive operating at 89% open:
Apr =0.72"[(42+14.7)-(0.955\1.1)]
‘py =28.85psid
3, Because Ap (20 psid) is less than Apr (28.85 psid), flow
Will not be choked. Proceed to Step 5.
4, Skipped per Step 3
5. Calculate the pressure drop at which cavitation damage is
likely to begin (App) in Equation 3, using the values of Rand S
for segment ball valves from Table 3 and the same value of F
as used in Step 2,
Pp ~orjor2y, i
2
eran [(42+14.7)-1.4]
pp =22.6psid
6. Because Ap (20 psid) is less than App (22.6 psi), there is
‘no potential for cavitation damage.
7. Caloulate the required C, using Equation 4:
 
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CUSTOM DESIGN
1.0
©, =(1.0)630) 5
Cy =140.9
A in segment ball valve is selected
from Table 4 that will be slightly less
than 75% open, ignoring the effect of
pipe reducers, which means that in actu:
al operation with reducers attached to
the valve will be less than 80% open.
It can be seen in Fig. 1 that when a
segment ball valve's opening decreas-
es, the value of F increases, meaning
that the intial estimate of F, (80% open)
was on the conservative side and there
is no need to repeal the Apy and App
calculations,
Gas flow, aerodynamic noise
‘As with liquids, when a gas flow stream in
‘a control valve reaches the vena contrac-
ta, the flow velocity increases to a maxi-
mum. Assuming a constant pressure
| upstream of the valve, p;, increasing the
pressure drop by decreasing the down-
stream pressure, p2, results in incroasod
flow through the valve until a point is
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cORCLE 215,
reached where the velocity at the vena
contracta becomes sonic. Any further
increase in pressure drop has no effect
on increasing flow. Hence, the flow has
become choked,
Unlike liquids where the formulas use
pressure drop, Ap, for gases it is moreEE ee
Convenient o use the pressure drop ratio, x.
  
Pr ©
The pressure drop ratio at which flow becomes choked
when the medium is air is defined as the terminal pressure
drop ratio, x, and is dependent on valve geometry and the
degree of opening. Control valve manufacturers test their
valves to determine the values of xr and publish the results in
their valve sizing literature. Some valve manufacturers use
other factors (Cy, C,) for the same thing and are related by the
following formula:
0.84? = CF /1,600 =x;
Because x; is determined by tests with air, a correction
called the ratio of specific heats factor, Fy, (Table 6), is added to
account for gases with a sonic velocity that differs from that of
air. For any gas, flow will choke when:
X=FiXy,
Sizing method for gases
Constants Ks through Kg (Table 7) are included to make the for-
mulas readily adaptable to either customary U.S. or Sil. units.
“The values of p,, Pe and T; must be expressed in absolute units.
4. Caleulate the pressure drop ratio, x, using Equation 5,
xe)
Pt
2, Determine the choked pressure drop ratio from Equation 7.
©
 
a
 
Fr
Because xr is a function of valve opening that is yet to be
determined, it will be necessary to make an inal estimate of
valve opening, A good initial estimate is the value of xy at 80%
open, Equation 6 is used when a manufacturer publishes @ fac-
tor other than x7.
3.2 Fy Xp flow willbe choked and FX i used in place
of x in the following calculations:
"a. Calculate the expansion factor, :
x ®
Sor
Under choked flow conditions when Fx is substituted for x,
Equation 8 reduces to Y = 215.
'5, Calculate C, from one of the following equations:
For gas using volumetric flow units:
 
Y=
 
 
y= Se ®
y ico
For gas using mass ow units:
(10)
cy
 
maw
Kap Vx
For vapor or steam using mass flow units:
w
Qe
KV Derr
‘The compressiilly factor, Z, appears in the above equations
where density is implied from specific gravity or molecular weight
along with pressure and temperature and compensates for the
degree to which a particular gas deviates from perfect gas
behavior. Using the assumption that Z = 1.0 is usually satisfacto-
1 for valve sizing purposes for most industrial gases at the pres-
sures and temperatures at which they are normally encountered
in chemical plants,
‘An appropriate valve size is selected from valve manufactur-
ers tables of C, versus opening (Tables 4 and 5 are examples of
this). The goal is to select a vaivo that will be as far open as pos-
sible without exceeding 80% at the maximum design flow.
For valves installed with reducers, selecting a valve with an
‘opening not exceeding 75% according to the tables will ensure
ay
 
 
TABLE 7. NUMERICAL CONSTANTS FOR GAS
SIZING EQUATIONS.
ee ae
ky 1,360 sch psi a
47 Nou bar *«
mr
Ky 193° ote psi R
48 igh bar *«
Ks 633 b/hr psi Ibfoutt
273 koh bar kgloum
Ke 404 psi
613 bar
 
 
 
‘TABLE 8. PIPE DIAMETER CORRECTION, PDC,
FOR AERODYNAMIC NOISE CALCULATION.
Downstream pipe PDC, dBA.
diameter, in
+40 °
12 1.0
16 4.0
20 70
 
isa
a aa
TABLE 9. PIPE SCHEDULE CORRECTION, PSC,
FOR AERODYNAMIC NOISE CALCULATION.
 
Downstream pipe PSC, dBA,
schedule
40 0
80 “4.0
160 10.0
 
cuemicat processineMii i
     
 
 
TABLE 10. VALVE STYLE CORRECTION, VSC,
FOR AERODYNAMIC NOISE CALCULATION.
| Vabestyies 0 _VSGrdBA\
Globe 0
Eccentric rotary plug ea
Ball ean
Butterfly ace
 
that it wil not be in excess of 0% open in actual operation with
the reducer effect.
‘After selecting a valve size and determining the percent of,
‘opening corresponding to the calculated ,, the x; at that open
ing is determined. If the actual x; is less than the value used in
the preceding steps, repeat the process from Step 2, because
the value used for F, xr is larger than its real value and there is
the possibilty of overtooking choked flow.
Even ifthe smaller and correct valuo of xy does not predict
choked flow, the new value of x; should be used to repeat the
calculations, because calculated Cy will increase with decreased
x and the valve opening in actual operation will be greater than
that just predicted. Ifthe actual x; is greater than the value used
inthe calculation, you have made a conservative calculation.
6, Calculate the noise level:
ert «4g, +18040) 20
Kg +PDC+PSC-+VSC
(12)
Tables 8 through 10 contain values for POC, PSC and VSG.
‘Aerodynamic noise levels of 110 dBA or greater when calculated
for uninsulated Schedule 40 pipe will most likely result in severe
vibration damage. Also, most plant standards limit noise to 80
GBA orless.
C, and the noise level should also be calculated at the mint
mum design flow. Making the initial estimate of valve opening for
the purpose of obtaining a starting value for x may require some
tial and error. Estimating an opening of 40% is @ good starting
Point. Itis worth noting that p, and Ap will most likely be higher at
the minimum design rate than they are at the maximum design
flowrate.
Gas sizing example
The stated problem is to select a properly sized equal-percent-
‘age globe control valve forthe following process concitions:
 
 
  
 
 
  
 
 
 
  
   
  
 
 
 
 
  
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cone 225,
EE 50 rium riow annuatFluid: nitrogen;
Pipe size: 3-in Schedule 40,
Maximum design flow, q: 190,000 sefh;
Upstream pressure, py: 105 psig
Local atmospheric pressure: 14.7 pia;
Upstream temperature, T,: 100°F;
Gompressibiity factor, Z: 1.0,
Pressure drop, Ap: 40 psid;
Specific gravity, Ga; 0.97;
Ratio of specifics neats factor, Fy: 1.0.
1. Calculate the pressure drop ratio, x, from Equation 5.
ae
4054147
x=033
2, Caleulate the choked pressure drop ratio, Fy, xr, using
Equation 7. An intial estimate for x; of 0.65 1s used for a globe
valve operating at 80% open (Fig. 2)
Fry = (1.0)(0.65)
Fir = 0.65,
 
8, Because x < F, xr (0.33 < 0.65), flow will not be choked.
Therefore the actual value of x = 0.33 is used in the following
calculations.
4, Calculate the expansion factor, Y, using Equation 8:
ya1- 038
(3)(0.65)
Y=083
 
 
 
5. Caleulate the required Cy using Equation 9 for volumetric
flow units because it corresponds tothe given process data:
 
130,000 _|(0.97)(100+460)(1.0)
7, 360(105 +14.7)(0.83) \ 0.33
cy =39
 
From Table §, it can be seen that a 3:in globe valve will be
about 60% open and a 2-in globe valve will be about 75%
open. The 2-in valve is selected because itis the closest to
80% open. Fig. 2 shows that x; at the actual opening of about
75% is for all practical purposes the same as the 80% open
value of 0.65 that was used in the calculations.
6. Calculate the noise level using Equation 12:
SPL=14lo9(38) +18l09(105+14.7)+
20 og SEZ 404+0.0+0.0
  
SB +T47
SPL=85dBA
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atlantic fluidics, Inc. www.atantictluidics.com
21 South St. S.Nomwalk, CT 06054 Tel.203-953-7315 fox 209-666-6218
 
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