| Operating pressure |
Normal, minimum, maximum, and any surge or pressure-test conditions; specify gauge or absolute pressure. |
Pressure rating depends on valve design, materials, temperature, and the applicable pressure class. |
Select a rating that meets the governing piping code and the full pressure-temperature envelope, not just normal operating pressure. |
| Operating temperature |
Minimum and maximum fluid and ambient temperatures, including startup, shutdown, and upset conditions. |
Temperature affects body and trim strength, seat performance, sealing, and pressure capability. |
Check material limits and pressure-temperature ratings at the actual design temperature; confirm seat materials suit the temperature range. |
| Fluid composition and phase |
Liquid, gas, or multiphase service; chemical composition, concentration, contaminants, and expected phase changes. |
Fluid properties influence corrosion, material compatibility, sealing, and operating torque. |
Verify compatibility of body, ball, stem, seats, and seals with every component in the process fluid. |
| Corrosion and erosion potential |
Corrosive chemicals, sour-service constituents, suspended solids, sand, scale, or high-velocity flow. |
Corrosion and particle impact can damage pressure-retaining parts, seats, and sealing surfaces. |
Specify suitable materials and any required service qualification. Assess wear-resistant trim or protective features where solids are present. |
| Required flow and valve size |
Flow rate, allowable pressure drop, pipe size, and whether the valve is intended for isolation or throttling. |
An unsuitable bore or flow capacity can cause excessive pressure loss, poor control, or unnecessary cost. |
Size using process-flow data and the required pressure drop. Do not assume the valve must match the pipe size without checking capacity. |
| Shutoff and leakage requirement |
Acceptable leakage, isolation duty, direction of differential pressure, and any specified seat test standard. |
Seat design and test criteria determine the achievable shutoff performance. |
State the required leakage class or test acceptance criteria and confirm the valve is qualified for the specified pressure direction. |
| Operating frequency and duty |
Expected cycles per day or year, continuous or intermittent operation, and the required service life. |
Frequent cycling increases wear and can affect seat life, actuator sizing, and maintenance intervals. |
Tell the supplier the expected cycle rate and whether the valve will remain stationary for long periods or operate frequently. |
| Actuation and fail position |
Manual or powered operation, available power source, required opening time, control signals, and safe position on loss of power. |
Actuator torque must cover the valve's operating torque under the most demanding conditions. |
Define the fail-safe action and verify actuator sizing for maximum differential pressure, temperature, and service conditions. |
| Installation and end connections |
Line size, connection type, pressure class, face-to-face dimensions, orientation, access, and available space. |
Connection details must match the piping system and allow safe installation, operation, and maintenance. |
Confirm applicable dimensional standards, piping compatibility, actuator clearance, and maintenance access before ordering. |
| Safety, emissions, and documentation |
Fire-safe, fugitive-emission, hazardous-area, materials-traceability, inspection, and certification requirements, where applicable. |
Project specifications and regulations may require specific design features, tests, or documentation. |
List applicable standards and required certificates in the purchase specification; confirm the exact scope with the project engineer. |