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LOGIN | REGISTER Print Email Tweet A A A A + Home / Articles / 2015 / Properly Size Control Valves Properly Size Control Valves Oversizing afflicts many plants but is avoidable By Michael McCarty, Emerson Process Management Dec 16, 2014 A survey of more than 500 individuals involved in process engineering, procurement, operations and maintenance at over 200 plants worldwide identified “oversizing” as the number one control valve problem. In a few instances, oversizing is intentional (e.g., to prepare for future production rate increases). However, in most cases, oversizing results from wellmeaning but misguided decisions during the valve selection process. Unfortunately, an oversized valve can incur a sizable economic penalty and cause significant operating problems. So, let’s look at how to avoid oversizing. REASONS FOR CONCERN At full operating conditions, control loops operate over a very narrow, essentially steadystate throttling range where small input signal changes to the control valve result in small valve stem or shaft movements. As you might expect, a small position change by a valve that’s oversized gives a larger thandesired change in flow. Depending upon the accuracy of the elements in the loop, the control system then responds to correct the situation, which can result in a throttling sequence that oscillates back and forth, causing continuous variation in process conditions. While a higherperformance digital valve controller can mask this “dithering” by the control valve to give the appearance of acceptable loop performance, oversizing problems remain. In fact, an incorrectly sized control valve can result in problems even though the plant appears to be running smoothly. MENU Share
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  • 6/12/2015 ProperlySizeControlValves|ChemicalProcessing

    http://www.chemicalprocessing.com/articles/2015/properlysizecontrolvalves/?show=all 1/11

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    Home/Articles/2015/ProperlySizeControlValves

    Properly Size Control ValvesOversizingafflictsmanyplantsbutisavoidableByMichaelMcCarty,EmersonProcessManagement

    Dec16,2014

    Asurveyofmorethan500individualsinvolvedinprocessengineering,procurement,operationsandmaintenanceatover200plantsworldwideidentifiedoversizingasthenumberonecontrolvalveproblem.Inafewinstances,oversizingisintentional(e.g.,toprepareforfutureproductionrateincreases).However,inmostcases,oversizingresultsfromwellmeaningbutmisguideddecisionsduringthevalveselectionprocess.Unfortunately,anoversizedvalvecanincurasizableeconomicpenaltyandcausesignificantoperatingproblems.So,letslookathowtoavoidoversizing.

    REASONSFORCONCERNAtfulloperatingconditions,controlloopsoperateoveraverynarrow,essentiallysteadystatethrottlingrangewheresmallinputsignalchangestothecontrolvalveresultinsmallvalvestemorshaftmovements.Asyoumightexpect,asmallpositionchangebyavalvethatsoversizedgivesalargerthandesiredchangeinflow.Dependingupontheaccuracyoftheelementsintheloop,thecontrolsystemthenrespondstocorrectthesituation,whichcanresultinathrottlingsequencethatoscillatesbackandforth,causingcontinuousvariationinprocessconditions.

    Whileahigherperformancedigitalvalvecontrollercanmaskthisditheringbythecontrolvalvetogivetheappearanceofacceptableloopperformance,oversizingproblemsremain.Infact,anincorrectlysizedcontrolvalvecanresultinproblemseventhoughtheplantappearstoberunningsmoothly.

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  • 6/12/2015 ProperlySizeControlValves|ChemicalProcessing

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    FLOW COEFFICIENT VERSUS TRAVELFigure1.Oversizedvalve(NPS4)cantprovideadequateperformance.

    Duringasystemstartuporaturndownto25%maximumcontinuousrating(MCR),operatingconditionswillfalloutsideoftheoversizedvalvesabilitytoadequatelycontrolbecauseoftheneedforextremelysmallvalvemovements.Processcontrolinthisrangemaybenearimpossibledependingupontheinherentflowcharacteristicofthevalve.Highgaincharacteristics(i.e.,theamountofchangedividedbytheamountofinput)canresultininstability,againcausingthevalvetocycle.

    Inaddition,theseoffcase,lowflowconditionscanleadtovalvethrottlingoccurringessentiallyrightattheseatorseal.Theresultanthighvelocityflowacrossthenarrowopeningcauseswearanderosion.Impingementoftheacceleratedprocessmediacancutlinesintosealingsurfaces,aneffectthatreducesthecontrolelementsabilitytopreventorminimizeleakagewhenthevalvecloses.Erosiontothecontourofthevalvesflowcontrolelementaltersitsflowcharacteristicandabilitytocontrolasintended.Moreseverecasescanpromptvibrationthatcausesadditionaldamageand,ultimately,equipmentfailure.

    Avalvegivesthebestcontrolwhenitssizedtooperatearound60%80%openatmaximumrequiredflowandnotlessthan20%openatminimumrequiredflow.Usingalargerthannecessaryvalvecompromisesperformance,asindicatedinFigure1,whichcomparesflowcoefficient,C ,versustravelforNominalPipeSize(NPS)4andNPS3valvesforaserviceneedinganNPS3valve.

    Becauseoftheircompromisedrangeability,improperlysizedcontrolvalvesalsocancauseproblemsduringprocesstransients.Atypicalcontrolvalvewithanequalpercentageflowcharacteristichasabouta30:1turndownratio(i.e.,theratioofmaximumC tominimumC ).However,whenthevalveisoversizedandthrottlingatthelowend,itsturndownratiofallsto3:1orless.

    Also,installingtoolargeavalveamplifiesmechanicalproblemssuchasstictionandhysteresis,makingthesystemdifficulttocontrolandpotentiallycausingprocessupsets.

    v

    v v

  • 6/12/2015 ProperlySizeControlValves|ChemicalProcessing

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    IMPACT ON HORSEPOWERFigure2.Anoversizedvalverequiresadramaticincreaseincompressororpumphorsepower.

    Oversizingofcontrolvalveshasadominoeffect.Safetyreliefvalvesmustbesizedtomatchthecapacityofthecontrolvalve.Withinabypassconfiguration,isolationvalves,bypassvalvesanddrainvalvesallmustbelarger,whichcanimpactthesizeofpipingandstructuralpipelinesupports.

    Consideralsothattoachieveormaintainflowvelocityinaloopequippedwithanoversizedvalverequiresadramaticincreaseincompressororpumphorsepower(Figure2).Sizingissuescanpropagatebeyonderectioncostsintoperpetualoperationalcostincreasesaspumpinghorsepowerincreasesbyapowerofthreetomaintainthedesiredfluidvelocitywithinthepiping.

    SOLVINGTHEVALVESIZINGPUZZLEWhentryingtoavoidorcorrectvalvesizingproblems,itsimportanttounderstandthecausesofvalvesizingerrors.Emersonresearchhasidentifiedseveralmajorcontributors:multiplesafetyfactors,selectinglinesizevalves,andoutofdateprocessdataresultingfromchangesinprocessconditionsorconditionsthatdifferfromtheoriginaldesign.

    Tocorrectsystemswithimproperlysizedequipment,itsvitaltoobtainaccurateprocessdataatallexpectedoperatingconditions.Then,sizethevalvetoperformoptimallyattheseconditions.

    Multipleengineeringdisciplinesimpactvalvesizing,witheachcontributingtheirspecializedflowcontrolknowhowtovalveselection.

    Forexample,processengineersdeterminethefluidflowrates,temperaturesandpressuresthatmustbeestablishedandthenmaintainedbasedonthefeedstockbeinghandledandthedesiredsystemoutput.

    Theirgoalistomaximizeoutputwithminimuminputand,todoso,theydesigntheprocessfora100%MCR.

    Theyalsodevelopcontrolstrategiesforprocessturndownandturnupscenariosaswellasthosetobeencounteredatstartupandshutdown,takingintoconsiderationfluidflowratesandprocessconditions.

  • 6/12/2015 ProperlySizeControlValves|ChemicalProcessing

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    COST IMPLICATIONSFigure3.Adecisiontoaddalittlemoremarginoftenwillhitequipmentlimits,forcingastepchangeinsizeandcost.

    Pipingengineersdeterminesystemlayoutsandequipmentsupportsnecessarytomeetstructuralandmechanicalneeds.Theysizepipingforappropriatefluidvelocitiesandlinelossesat100%MCR.Theseengineersalsoconsiderthepotentialimpactofcorrosiveorfoulingfluidsupondesignmargins.Theultimategoalistobalanceenergycosts(i.e.,pressurelosses)andpiping/equipmentcosts(drivenbysize).Asvalvesizeincreases,sodoesweight(Table1),whichcandramaticallyaffectassociatedpipingarrangementandsupportsso,oversizinginthisphaseofsystemdesignimpactscostconsiderably.

    Instrumentengineerssizecontrolvalvestopasstherequiredflowratesyetmaintainappropriateloopcontrollability.Theunderlyinggoalistomakeeconomicyetappropriateequipmentspecifications.

    GLOBE VALVE SIZE VERSUS WEIGHTTable1.Goingupavalvesizeincursasubstantialpenaltyinweight.

    Theinstrumentengineersnotonlyestablishequipmentrequirementsandspecificationsfornormalsystemoperationbutalsosizeequipmentforworstcasescenarios.Theymayaddextrasafetyfactorsatthispointsoyoucanbegintoseehowflowcontrolandmeasuringequipmentstartstobecomeoversizeforthetaskathand.

    Itscriticalthatinstrumentengineerscommunicatewithprocessandpipingengineerstoensurethat

  • 6/12/2015 ProperlySizeControlValves|ChemicalProcessing

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    valves,metersandcontrollersnotonlymeetbutalso,importantly,dontexceedsystemflowandpressuredroprequirements.

    Valvesupplierapplicationengineersconvertprocesscontrolrequirementsintodetailedequipmentspecificationsthatleadtodeterminingtherightvalveforthejob.Theapplicationengineermustensurethevalveoperateswithinreasonablethrottlinglimits,beingabletopasstherequiredflowrates.Borderlineapplicationsalmostalwaysarepushedintothenextlargersize,resultinginasignificantstepchangeinequipmentcost(Figure3).

    Forexample,whenanNPS6valvecanmeetadesignsexpectedprocessflowrequirementsbutoversizingbytheplantsengineerspushtheparameterspastthatvalvescapacity,forcingamovetoanNPS8,thencosttakesasignificantjumpupward(Table2).

    FINANCIAL IMPACT OF GOING FROM NPS 6 TO NPS 8Table2.Increasingthecontrolvalvesizeleadstoanumberofotherchangesthatraisetotalcost.

    Itsappropriateandnecessaryfortheapplicationengineertoquestionanapparentoversizingofacontrolvalve.Areviewofvalverequirementsbeforethepurchaseorderisplacedsavesbothcostandtimeforallinvolved.

    Dontignorecontrolvalvesalreadyinstalled.Youoftencanidentifyapoorlysizedcontrolvalvebyitsdiscorplugposition.Duringnormaloperations,avalvethrottlingatlessthan10%openorgreaterthan90%ofvalvetravelisinappropriatelysized.Anotherindicatorofavalvebeingoversizediswhena1%changeincontrolleroutputcausesagreaterthan3%changeintheprocess.

    Globevalveshaveanumberofavailableportsizesforagivenbodysize.So,changingthetrimmayalterthethrottlingpositionoftheflowelementintoamoreoptimalrange.Othercontrolvalves,suchasrotaryones,dontoffersuchflexibilityandmustbechangedoutforaproperlysizedversion.

  • 6/12/2015 ProperlySizeControlValves|ChemicalProcessing

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    THE RIGHT APPROACHFigure4.Closecollaborationamongthedesigngroupsandthesupplierisneededtooptimizesystemcomponentsandminimizeunintentionalequipmentoverspecification.

    ADDRESSOVERSIZINGTheuseofmultiplesafetyfactorssomeinherent,somediscretionarybydifferentdesignfunctionscanleadtospecifyinganoversizedcontrolvalve.Itsimportanttoknowthataseeminglysmallamountofaddedcapacitydoesntresultinaproportionallysmallincreaseinequipmentcost.Mechanicalpipingcomponentshavediscretesizes.Adecisiontoaddalittlemoremarginoftenwillhitequipmentlimits,forcingastepchangeinsizeandcost.Eventheoversizingofasmallvalvecansignificantlyimpactsystemcost,performanceand,ultimately,maintenance.

    Avoidingoratleastalleviatingoversizingrequiresclosecollaborationamongtheengineeringgroupsandtheirequipmentsuppliersaseachappliesbestpracticesinprocesssystemdesign(Figure4).

    MICHAELMCCARTYisvicepresidentoftheFisherSlidingStemandBaumannValvesBusinessUnitofEmersonProcessManagement,Marshalltown,[email protected].

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