| 1 | Confirm the nominal valve size | Check the pipe nominal diameter, flow capacity, face-to-face length, and available installation space. | Select a valve size that matches the connected piping unless a documented engineering calculation supports a different size. Avoid reducing the line size through the valve without reviewing pressure loss and velocity. | Common industrial sizes include DN15 to DN300, approximately 1/2 to 12 inches. The selected valve should match the pipe outside diameter and applicable dimensional standard. |
| 2 | Match the pressure and temperature rating | Verify design pressure, operating pressure, design temperature, start-up temperature, and any thermal cycling. | Use the pressure-temperature rating for the valve body and trim material. The allowable pressure generally decreases as temperature increases, so do not rely on the cold working pressure alone. | Typical pressure classes include Class 150, 300, and 600. Steam, hot oil, and high-temperature gas services require confirmation of the complete rating curve. |
| 3 | Choose suitable end connections | Identify whether the piping uses flanged, butt-weld, socket-weld, or threaded connections, and confirm the governing dimensional standard. | Flanged ends simplify removal and maintenance. Butt-weld ends provide a compact, low-leakage connection but require welding procedures, qualified personnel, and post-weld inspection where applicable. | Flange drilling, nominal size, pressure class, gasket type, bolt circle, and face finish must match the mating flange. Threaded ends are generally limited to smaller sizes and compatible services. |
| 4 | Check the process medium and materials | Review fluid composition, toxicity, flammability, corrosiveness, particulate content, cleanliness, and compatibility with the bellows and packing materials. | Bellows-sealed designs are useful where stem-emission control is important. Select body, stem, disc, bellows, gasket, and seat materials for the actual process chemistry and temperature. | Common material choices include carbon steel for suitable non-corrosive services and stainless steel for many corrosive or high-purity applications. Material compatibility must be verified for each medium. |
| 5 | Evaluate the installation orientation | Confirm flow direction, preferred stem orientation, drainage, access to the handwheel or actuator, and clearance for bonnet removal. | Gate valves are normally installed with the stem vertical or within the manufacturer’s permitted orientation range. Avoid locations where the valve may collect debris or where maintenance access is blocked. | Provide enough room to remove the bonnet and inspect the bellows. Support heavy valves and adjacent piping independently to prevent excessive loads on the valve body. |
| 6 | Select the correct operating method | Determine whether manual operation is sufficient or whether an electric, pneumatic, or hydraulic actuator is required. | Use the required shutoff force, differential pressure, operating frequency, control system, and available utilities to size the actuator. Gate valves are intended mainly for isolation, not continuous throttling. | Manual handwheels suit infrequent operation. Actuators may be appropriate for remote isolation, emergency shutdown functions, or large valves with high operating torque. |
| 7 | Review testing, leakage, and maintenance requirements | Check shell testing, seat leakage testing, bellows integrity testing, fugitive-emission requirements, inspection records, and spare-part availability. | Specify the applicable test standard and acceptance criteria before purchase. During installation, keep the valve clean, protect the bellows from impact, and operate it slowly without forcing the handwheel. | A suitable specification may require hydrostatic shell testing, low-pressure and high-pressure seat testing, and helium or other sensitive testing when very low external leakage is required. |