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general instruction on different valve types used in the oil and gas insudstry
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08/03/2012
1
Improving the world through engineering www.imeche.org Improving the world through engineering www.imeche.org 1
‘Valve Appreciation Seminar’
Aberdeen IMechE
Young Member’s Panel
Thursday 8th February
Bruce Taylor AMIMechE
&
Ronald Simpson AMIMechE
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Agenda
• Valve Introduction
• Valve Fundamentals
• Basic Valve Design
• Valve Types
• Automation
• Pressure Control Valves
• Question Session
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Valve Introduction
• Valves Are Common Everyday Device
• Used For A Variety of Applications • Commercial
• Industrial
• Military
• Residential
• Transportation
• Definition of a Valve – A mechanical device which manipulates the fluid flow in systems comprising of pipes, vessels, apparatus and machines, by…
• Opening
• Closing
• Diverting
• Mixing
• Obstructing … the flow passage through itself.
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Examples of Valves
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Family Tree of Valves
VALVE
Straight Line Rotary Deformation of
Flexible Member
Perpendicular to
Flow at Seating
Area
Longitudinal to the
Flow at Seating
Area
Through the
Obturator
Around the
Obturator
Typically
Perpendicular to
the Flow at the
Seating Area
Gate Valve Globe Valve
Needle Valve
Plug Valve
Ball Valve
Butterfly
Valve
Diaphragm
Valve
Pinch Valve
Stand Alone Types
Non Return Valves Safety and Relief
Valves Pressure Control
Valves
Swing Check
Duo Check Valve
Lift Check Valve
Axial Flow Check
Safety Valve
Relief Valve
Safety Relief Valve
Pressure Reducing Valve
Pressure Retaining Valve
Automatic Control Valve
Choke Valve
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Describing A Valve
• Valves Are Described By:- • Manufacturer / OEM
• Type
• Size – Nominal Bore / Pipe Diameter
• Reduced Port or Full Port
• Pressure Class / Rating
• End Connection
• Body Arrangement
Flanged -
Raised Face
Ball Valve
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Describing A Valve Cont.
Nominal Bore Size
• The internal size of the bore through the valve
• Full Port – Constant bore through the valve, and same size as connecting pipe work to which the valve is fitted
• Unrestricted Flow
• Allows Pigging Operations
• Increased Weight & Material, Hence Cost
8” x 8”
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Describing A Valve Cont.
Nominal Bore Size
• Reduced Port – The bore through the valve is smaller than the connecting pipe work to which the valve is fitted
• Saves Weight & Material, Hence Cost
• Increases Pressure Drop Across Valve
• Increases Fluid Velocity
• Turbulence
• Can accelerate erosion
• Increase Noise in the System
8” x 6”
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Describing A Valve Cont.
Pressure Rating
Defines the pressure at which the valve may be operated
• Determined by the Manufacturer
• Temperature range also stated
• Some standards set ratings that equal flanged end connection ratings
ANSI (American National Standards Institute)
150, 300, 400, 600, 800, 900, 1500 & 2500 lb’s
API (American Petroleum Institute)
2000, 3000, 5000, 10000, 15000 & 20000 psi
PN (Pressure Nominal)
6, 10, 16, 20, 32, 40, 50, 64, 100, 150, 250 & 420
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Describing A Valve Cont.
End Connection
• Screwed
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Describing A Valve Cont.
End Connection
• Flanged
• Full Face
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Describing A Valve Cont.
End Connection
• Flanged
• Raised Face
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Describing A Valve Cont.
End Connection
• Ring Type Joint (RTJ)
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Describing A Valve Cont.
End Connection
• Compact Flanges – Spolok
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Describing A Valve Cont.
End Connection
• Hubbed / Clamp Connector
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Describing A Valve Cont.
End Connection
• Welded Connection
• Butt-Weld
• Socket Weld
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Describing A Valve
Body Arrangement
The valve body is the main pressure containing element of a valve.
• The body may be more than one part
• Certain Valves, Notably Ball Valves, it is more applicable to describe the body arrangement.
• 1 Piece
• 2 Piece
• 3 Piece
• Top Entry ….etc.
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¼ Turn Valves
• 90 Rotation
• Clockwise to Close
• Isolation
• Types
• Plug Valve
• Ball Valve
• Butterfly Valve
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Plug Valves
Plug
Body
Stem
Lower Cover / Bonnet
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Plug Valves
Parallel Plug
• Cylindrical Shape
• Bonnet typically at the top
• Metal to Metal sealing or
• Soft Sleeve sealing e.g. PTFE
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Plug Valves
Taper Plug
• Conically Tapered
• Bonnet typically at bottom
• Metal to Metal sealing
• Lubricated
• Pressure Balanced
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Ball Valves
Ball
Body
Adapter/ Closure
Bonnet / Transition Plate
Trunnion
Seat
Stem
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Ball Valves
Floating Ball
• Degree of Float
• Smaller / lower Class
• Less leak paths
• Pressure Forces the Ball on to Seat
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Ball Valves
Trunnion
• External Trunnion
• Trunnion Plates
• Additional bearing support
• Suitable for Large Sizes
• Higher pressures
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Ball Valves
Top Entry
• Easy Maintenance
• Repair in-situ
• Robust Design
• Fewer Leak Paths
• Fewer Repair Options
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Ball Valves
Seats
• Single Piston (SPE)
• Double Piston (DPE)
• Temperature v Pressure
• Lapping
• Soft or Metal
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Ball Valves
Possible Issues
• Galling
• Scoring
• Scale Build up
• Throttling
• Corrosion / Erosion
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Butterfly Valves
Types
• Rubber Lined
• High Performance
• Double Flanged
• Wafer fit
• Lugged / Non Lugged
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Butterfly Valves
Offsets
• Concentric
• Single
• Double
• Triple
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Linear Valves
• Linear Operation
• Stroke length related to NB size
• Isolation / Flow Control
• Types
• Gate Valve
• Globe Valve
• Needle Valve
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Gate Valves
Types
• Wedge
• Through Conduit
• Knife
• Expanding
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Gate Valves
Wedge
• Tapered Gate
• Angled Seats
• Wedge clear when open
• Metal to Metal
Stem / Spindle
Bonnet
Gate / Wedge
Body Seat
Back Seat
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Gate Valves
Through Conduit
• Parallel Gate / Slab
• Hole through Slab as per NB size
• Floating Seats or
• Floating Gate
• High Performance
T-Nut
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Gate Valves
Knife
• Commodity Valve
• Used for Slurry, Cement, etc
• Thin Construction
• Low Pressure
OS&Y
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Gate Valves
Expanding
• DBB
• Wedge Effect
• Constant seat contact
• Expand when fully Closed
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Globe Valves
Globe
• Throttling
• Isolation
• Hard Facing (Stellite)
• Typically under / over flow
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Needle Valves
Function
• Isolation
• Flow control
• Instrumentation
• Metal to Metal Seal
• Typically Globe valve design
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Double Block & Bleed
DBB
• Isolation
• Up and Downstream sides
• Compact Design
• Ball, Gate, Globe or Needle
• Intervention, Sampling, Diversion or Injection
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Hand Lever
T
R
F
T = F x R T = Torque F = Force R = Radius
Limited to Small or lower Class valves
6” 600#, 3” 1500#, 2” 2500# and below
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Hand wheel
Functions
• Multi-Turn
• Linear
• Used in conjunction with Gearbox
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Gearbox
¼ Turn Multi-Turn
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Gearbox
Bevel Gear Drive
Housing
Input Shaft
Worm Gear
Mechanical Stop Quadrant
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Gearbox
Advantages
• Compact
• Mechanical Advantage
• Used with a Hand wheel or
• Electric Motor
• Constant Torque
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Typical Materials
Plug Valves
Externals Carbon Steel Forged / Cast
Trim Stainless Steel Carbon Steel ENP
Ball / TC Gate Valves
Externals Carbon Steel Stainless Steel Exotic (Duplex) Forged / Cast
Trim Stainless Steel Duplex Inconels
Gate / Globe Valves
Externals Carbon Steel Stainless Steel Exotic (Duplex) Cast
Trim Stainless Steel Duplex
Butterfly Valves
Externals Carbon Steel Stainless Steel Exotic (Duplex) Aluminium Bronze Cast
Trim Stainless Steel Carbon Steel Monels Aluminium Bronze
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Preventative Maintenance
Process Line
Barriers
Local Junction Box
Leak Detection Sensors
Strain Gauge
Actuator Pressure Transmitter
Plant Sub Station
Strain Gauge Module
Data Acquisition Unit
Network Connection
Options
• Cycling Valves
• Sealant Injection / Lubrication
• AE Leak Detection
• Condition Monitoring
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Part II
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Safety Relief Valves
General Definition: A safety device which automatically vents fluid from an internally pressurised system, counteracting undesirable system over pressurisation.
Safety Valve – an automatic pressure relieving device actuated by static pressure upstream of the valve characterised by rapid full opening or ‘pop’ action. It is used on steam, gas or vapour service. Relief Valve – an automatic pressure relieving device actuated by static pressure upstream of the valve which opens in proportion to the increase in pressure over the opening pressure. It is used primarily on liquid service. Safety Relief Valve – an automatic pressure relieving device suitable as either a safety valve or relief valve, depending on application.
PSV’s
• Conventional
• Balanced Bellows
• Pilot Operated
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Safety Relief Valves
Conventional PSV Balanced Bellows PSV
Plugged Vent Open Vent
Bellows
Nozzle
Disc
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Safety Relief Valves
Pressure Acts On Disc Pressure Overcomes Spring Force
• Pressure Vents
• Valve Reseats After Blowdown
Spring Force
Nozzle
Disc
Blowdown
Ring
Blowdown
Ring
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Bellows
Disc Holder
Bellows Spindle
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Bellows Failure
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Conventional And Balanced Bellows
• Working Pressure 90% of Set Pressure
Conventional PSV
• Can Be used with a Constant Back Pressure
Balanced Bellows PSV
• Operation Not Affected With Variable Back Pressure
Pilot Operated
• Working Pressure 95% (>98% in Some Cases) of Set Pressure
• Tolerate Very High Back Pressure > 50% of Set Pressure
• No Large Springs
• More Complex Design
Safety Relief Valves
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Dome Volume
B
A
Safety Relief Valves
Pilot Controller
Area B > Area A
Sensor Pipework
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Seal Failures
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Explosive Decompression
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Actuators
• ¼ Turn Rotary Actuators • Scotch Yoke
• Rack & Pinnion
• Helical Gear (Rotary Piston)
• Cam Type
• Multi Turn Rotary Actuators • Electric Type
• Hydraulic Motor / Worm
• Stepping
• Linear Actuators • Piston
• Diaphragm
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Actuators
• Operating Supply • Pneumatic
• Low Pressure (up to 12 Barg)
• Readily Available – Plant Air / Instrument Air
• Large Piston – Bulky – More Fire Protection
• Hydraulic
• High Pressure = High Torque Output
• Small Piston – Compact – Less Fire Protection
• Hydraulic Power Unit Required
• Electric
• Clean
• Instant Operation Over Great Distances
• Limited By Hazardous Zones
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Actuators
Advantages and Disadvantages
Pneumatic
• Economical
• Can be Exhausted to the Atmosphere
• No Kinetic Energy – Unsuitable for Wedge Gate Valves
• Air Compressibility Limits Ability to Retain Position, Can Drift Position with Butterfly Valves
• Manual Override’s Can Create Problems On Large Valves, Due to High Forces to Overcome
• Moisture Causes Corrosion
• Dirt in Supply Damages Internals
• Low Fire Risk
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Actuators
Advantages and Disadvantages
Hydraulic
• High Operating Forces
• Incompressibility Of Fluid Enables Position Stability
• No Kinetic Energy – Unsuitable for Wedge Gate Valves
• Hydraulic Power Supply Systems are Costly
• Thermal Expansion of Fluid is High, Heavy Fire Protection Required
• Dirt in Supply Damages Internals
• Robust, Extremely Water Tight – Excellent for Sub-Sea
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Actuators
Advantages and Disadvantages
Electric
• High Kinetic Energy
• Position Stability Due to Gearing Arrangement
• Operates Instantly, No Dirt or Moisture Transmission
• Manual Override is Simple
• Failure Mode is Stay-Put Only
• Vulnerability of Electrical Equipment an Cabling
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Actuators
• Configurations • Double Acting
• Power Required to Function Both Directions
• Single Acting – Spring Return
• Power Required to Function One Direction
• Spring Functions One Direction
• Supply-Failure Mode Types • Fail Open
• BDV Applications
• Fail Close
• ESDV Applications
• Stay Put
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¼ Turn Rotary Actuators
Spring Can
Pneumatic Power Cylinder
Centre Housing
Pneumatic Spring Return
Pneumatic Double Acting
• Scotch Yoke
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Spring Can
Hydraulic Power Cylinder
Centre Housing
Pneumatic Spring Return
Hydraulic Double Acting
Hydraulic Power Cylinder
¼ Turn Rotary Actuators
• Scotch Yoke
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Pneumatic Spring Return
Scotch Yoke Actuator
Spring
Piston
Centre Housing
Piston Rod
Spring Rod
Yoke
Canted Yoke
Symmetrical Yoke
45
≈30
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Torque Characteristics
45 0 90
Rotation Angle
To
rq
ue O
utp
ut
Valve
Actuator
Valve
FoS No Motion
Scotch Yoke
Torque Vs. Angle of Rotation
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Torque Characteristics
45 0 90
Rotation Angle
To
rq
ue O
utp
ut
Symmetrical Yoke
Canted Yoke
Valve
Scotch Yoke
Torque Vs. Angle of Rotation
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¼ Turn Rotary Actuators
• Helical Type – Rotary Piston
• Hydraulic Supply
• Compact Design
Piston
Hydraulic Supply Port
Helical Gear
Hydraulic Supply Port
Belvel Spring
Double Acting
Spring Return Acting
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Rack & Pinion
Piston
Rack
Pinion
Pneumatic Double Acting
• Two Pistons
Pneumatic Spring Return
• Two Pistons
Spring
Position Indicator
Adjustable Stops
¼ Turn Rotary Actuators
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Rack & Pinion Variations
• Double Piston & Single Rack
• Single Piston & Rack
• Double Piston & Rack
• Good Characteristics for Butterfly Valves
45 0 90
Rotation Angle
To
rq
ue O
utp
ut
Actuator - DA
Butterfly Valve
Actuator - SR
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¼ Turn Rotary Actuators
Cam Type • Two Double Pistons
Connected By Tie Rods, Cam Between them, Fixed By a Shaft
• Constant Torque Throughout Stroke
• Can be supplied to give an Exact 90 Rotation
• Simple Construction
• Can Also Do 180 Rotation
Spring Can
Adjustable Stop Housing
Position Indicator
Spring Can Cam Piston
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Multi Turn Rotary Actuator
• Electric • Hydraulic Worm
Hydraulic Motor
Worm
Manual Hand Wheel
Position Indicator Electric
Controls
• Limits Can Be Set For:-
• Limit Switch
• Torque Setting
• Quarter Turn, Multi Turn & Stepping
• High Reduction Ratio
• Drive Close Capability
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Multi Turn Rotary Actuator
Stepping Actuator
• Primarily Used for Choke Valves
• Multi-Turn and Rising Stem
Over Ride
Hydraulic Cylinder
Multi-Cam
Pinion
Bevel Wheel
Position Indicator
Compensation Bellows
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Multi Turn Rotary Actuator
Stepping Actuator
• Accurate Valve Positioning
• Constant Torque Out Put
Pneumatic Motor
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Linear Actuators
Piston Type
• Also Called ‘Cylinder Actuators’
• Designed to Have Required Stroke
• High Linear Thrust
• Considered High Pressure Version of Diaphragm Actuators
• Spring Return – Open/Closed Function
• Double Acting – Can be Used on Control Valves to Give Good Position Holding
Cylinder Piston
Spring
Stem Clamp Yoke
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Linear Actuators
• Diaphragm Type
• Large Area & Light
• Accurate Control
• Excellent For Control Valves
• Limited Stroke
• Simple Construction
Air Connection
Diaphragm
Diaphragm Button
Adjustable Coil Spring
Spring Adjuster
O-ring Sealbox
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Pressure Control Valves
What Are Control Valves?
A Valve That Regulates:-
• Flow
• Pressure
• Temperature
Also Know as:-
• Throttling Valve
• Regulating valve
Controller
Sensing Element
Control Valve
Pneumatic Positioner
and Actuator
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One Piece Body Casting
Seat Ring
Contoured Plug
Plug Guide
Body/Bonnet Gasket
Plug Stem
Bolted Gland
Stem Packing
Single Stage Low Duty
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Single Stage Low Duty
Contoured Trim Micro Spline
Flow Under Plug
• Prevents Bath Plugging
• Fluids Containing Solids
• Fluids Leaving Deposits
Small Chemical Injection
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Single Stage Low Duty
Modular Body Casting
HF Guide
Plug
Plug Stem
Bolted Gland
Stem Packing
Body/Bonnet Gaskets
Seat
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Cage Trim Styles
Ported Cage HF Single Stage
HF Double Stage HF Triple Stage
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Multi Pressure Drop Trim
Tiger Tooth Trim Labyrinth Trim
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Choke Valves
What Are Choke Valves?
A High Performance Control Valve
Regulates:-
• Pressure
• Flow
Applications:-
• High Pressure
• High Temperature
• High Flow Rates
First Production Valve to Control Hydrocarbons
• Connected to Well Heads
• Used for Water Injection
• Gas Injection
• Chemical Injection
Choke
Wellhead
Actuator
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Choke Valves
Angled Body
Micrometer Barrel
Manual Choke Valve
Cage
Bonnet
Plug
Locking Screw
Plug
Bean
Sub Sea Choke
(Retrievable)
Choke
Actuator
Mandrel
Clamp
ROV
Receptacle
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Choke Valves
Hydro Dynamic Energy Dissipation
• High Velocity Fluid Directed to Each Other – Impinging Flow
• Energy Dissipates – High Erosion Contained Within Trim
• Exotic Materials
• Tungsten Carbide
• Ceramic
• Stellite
Plug And Cage (Flowed Over)
• Production Application
Plug
Cage
CFD of Fluid Impingement in Trim
Plug
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Flow Through Trim
Simplified Flow Through Trim
Flow Through Multi Orifice Trim
Streamlines Contract as
Flow Approaches Restriction
Vena Contracta
(Minimum Flow Area)
Fluid At Max Velocity
Choked Flow
• Max Flow Rate is Achieved
• Flow is Critical
• Increasing ΔP Will Not Provide Additional Flow
• Choking Effect Caused By Bubbles of Vapour in The Vena Contracta
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Normal
Cavitating
Flashing
P1
P2
PV
PVC’
Valve Inlet
Trim Inlet
Trim Exit
Vena Contracta
Valve Outlet
Stat
ic P
ress
ure
Cavatation & Flashing
Staged Pressure Drop
ΔP
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Normal
Cavitating
Flashing
P1
P2
PV
PVC’
Valve Inlet
Trim Inlet
Trim Exit
Vena Contracta
Valve Outlet
Stat
ic P
ress
ure
Cavatation & Flashing
Staged Pressure Drop
ΔP
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Cavatation Degredation
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Flashing Erosion
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Impact & Erosion
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Impact & Erosion
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Questions?
Thanks For Listening
Please Feel Free to Approach us for Questions and Handle the Valve Models
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How do I join the YMP?!
Visit
http://nearyou.imeche.org/near-you/UK/Scottish-Region/Aberdeen-Young-Member-Panel
for more events information!
Come along to:
• Monthly Meeting – 1st Tuesday of Each Month
The Office – Crown Street
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