Inflection Point Engineering Instrumentation Engineering Curriculum

Module 3 - Control Valves

Module from the Instrumentation Engineering Curriculum curriculum.

CONTROL VALVE SIZING & SELECTION · Learning Objectives · 1. Calculate Cv using ISA/IEC 60534 sizing equations for liquid and gas service 2. Select valve characteristics (linear, equal %, quick opening) based on process requirements 3. Evaluate cavitation and flashing potential using FL factor 4. Specify valve type, size, materials, and actuator for process conditions 5. Understand inherent vs installed characteristics and rangeability · Control Valve Types — Comparison

Valve Type Cv Range Characteristics Best Application Rangeability Shutoff Class Notes
Globe (single-seat) 0.01-2000 Linear or equal % Throttling control, most process applications 50:1 ANSI IV-VI Most common control valve; predictable performance
Globe (double-seat / cage) 10-5000 Linear, equal %, or quick-open High capacity, high ΔP applications 50:1 ANSI II-IV Lower shutoff than single-seat; balanced trim option
Butterfly (high-performance) 50-25000 Modified equal % Large lines (6"+), low ΔP, on-off or throttling 20:1 to 40:1 ANSI V-VI Cost-effective for large sizes; limited ΔP capability
Ball (segmented/V-notch) 10-10000 Equal % (V-notch characteristic) Slurry, viscous, fibrous fluids, mining, pulp 100:1 to 300:1 ANSI V-VI Self-cleaning action; excellent for erosive service
Rotary plug 5-3000 Equal % General service, alternative to globe in some applications 50:1 ANSI IV-V Low torque, compact design
Three-way (mixing/diverting) 5-2000 Linear Temperature control (mix hot/cold), bypass service 30:1 ANSI IV Not for tight shutoff applications
Eccentric rotary plug 10-5000 Equal % High-pressure drop, erosive/cavitating service 100:1 ANSI V-VI Cavitation-resistant design
Cv Sizing — Key Formulas (ISA/IEC 60534)
Service Formula Variables Typical Values Calculation Notes Reference
Liquid (non-cavitating) Cv = Q × √(SG / ΔP) Q = flow (GPM), SG = specific gravity, ΔP = psi Size valve for 60-80% open at normal flow Check FL factor for cavitation: ΔP < FL² × (P1-Pv) ISA 75.01 / IEC 60534-2-1
Liquid (cavitating) Apply FL factor: ΔP_allowed = FL² × (P1 - FF × Pv) FL = liquid pressure recovery factor, FF = critical pressure ratio FL: globe=0.9, butterfly=0.55-0.7, ball=0.6-0.8 If ΔP > ΔP_allowed, valve is cavitating — use anti-cavitation trim ISA 75.01
Gas (subcritical) Cv = Q / (N × Fp × P1 × Y × √(x × M / (T × Z))) N = numerical constant, Y = expansion factor, x = ΔP/P1 Size for x < xT (subcritical); if x ≥ xT, flow is choked Use xT from valve data sheet; Y = 1 - x/(3×Fk×xT) IEC 60534-2-1
Gas (choked/critical) Use xT as maximum x value xT = pressure drop ratio at choked flow xT: globe=0.7, butterfly=0.3-0.5 Flow cannot increase beyond choked flow regardless of ΔP increase ISA 75.01
Steam Cv = W / (N × Fp × Y × √(x × γ₁ × P1)) W = mass flow (lb/hr), γ₁ = specific heat ratio Superheated: use gas equations; Saturated: use special factors Account for desuperheating, two-phase conditions ISA 75.01
Source: FOS Chief Files — Control Valve Handbook (Fisher), Control_Valve_Sizing_Calculator_v1.xlsx, IPE-EP-12-1-14 (Control Valves)

Source: Instrumentation_Engineering_Curriculum_v1.xlsx · Sheet: Module 3 - Control Valves