Assessing control valves and their performance

Author: Morgan

May. 27, 2024

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When evaluating control valves and their performance, it's crucial to grasp the various types of valves and their testing protocols. According to recent insights from industry standards and expert analyses, assessing valves typically involves both simple observational tests for open/close shutoff valves and more complex dynamics for control valves. Your basic tests for shutoff valves would include observing whether they open and close fully. Testing involves watching the valve in action through its operational cycle, confirming that it fully achieves its intended function.

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Understanding Control Valves

Control valves operate differently than simple shutoff valves. They adjust their opening in proportion to the input signal—typically a 4 to 20 mA signal that dictates the degree of opening. By observing the valve's position via a visual travel indicator, technicians can get a rough idea of the percentage of travel during operation. However, this method does not guarantee performance in dynamic conditions.

The most advanced testing for valve performance involves removing the valve to test it on a "valve prover." While this tool provides comprehensive analysis, its cost often limits it to valve manufacturers or highly specialized field service engineers. This can lead to complexity in performance evaluation for most instrument shops.

Techniques for Testing Control Valves

What practical options are available for technicians when it comes to control valve testing? An effective approach utilizes the standard 4 to 20 mA signal input. Any test device capable of delivering an mA output can drive the control valve along its operational range. For example, if 3.8 mA is applied to a normally closed valve, it should be firmly closed. At 4.0 mA, it must also remain sealed, while minor movements should be noted at 4.2 mA. Hovering close to 20.0 mA should have the valve almost fully open, where it rests on the travel stop at 20.2 mA. Such baseline tests help determine the valve's functionality but often miss performance evaluation across its entire control spectrum.

Modern "smart" valves are equipped with feedback mechanisms that produce output signals reflecting their position as a portion of the open/close range. Thus, by applying varied mA signals while monitoring the output in real-time, technicians can assess control valves accurately. Documenting this process creates a performance record or "signature" of the valve, which can then be referenced for future assessments of consistency and reliability.

Implementing Effective Maintenance Strategies

Jim Shields, product marketing manager at Fluke, emphasizes that a well-devised maintenance strategy for control valves can significantly reduce costs. This can be achieved by minimizing the need to physically remove valves from service and mitigating potential failure risks. To establish such a protocol, it’s important to document the baseline conditions of each valve when in optimal state, ideally at commissioning or following any overhauls. The technician should plot output signals against input signals during these evaluations and retain this information alongside pertinent details like the valve's tag number and assessment date. Calibration management software can streamline the organization of this data.

Once these initial performance signatures are documented, it becomes paramount to establish regular intervals for testing valve performance. Existing maintenance cycles can serve as preliminary benchmarks. In situations where no intervals are in place, the application environment of the valve should be assessed to determine frequency. Valves in harsher conditions typically require more frequent evaluations—initiating with six months to a year is reasonable, although critical components within safety systems should be checked quarterly.

After recording baseline signatures, subsequent tests should adhere to the established schedule, comparing new results against initial benchmarks. Notable changes, such as nonlinear signatures or inconsistencies in response curves, may indicate issues like hysteresis or excessive stiction, which would necessitate removal for service.

Introduction to Valve Testing Methods

The safe and efficient operation of industrial processes relies heavily on the precise performance of valves. Therefore, conducting regular valve testing ensures compliance with design specifications over time.

Testing generally mirrors operational conditions within a controlled environment to confirm the readiness of the valve for service. Regular post-installation testing is also essential in line with best practices.

General and Specific Pressure Testing

One common testing method involves filling the valve body with a testing fluid—usually water containing a corrosion inhibitor—and applying pressure for a designated timeframe. Depending on the valve's construction, this duration and level varies significantly. Standard industry protocols, including ASME B16.34 and API 598, dictate these procedures and acceptable leakage rates. Testing results must be recorded accurately to enable future reference throughout the valve's service life.

Hydrostatic testing often utilizes water as the testing medium. However, pneumatic pressure testing with air or inert gases like nitrogen is necessary in some cases, particularly in moisture-sensitive scenarios or for valves subjected to cryogenic applications. Familiarity with these distinctions is essential for technicians assessing valve performance.

Insights into Other Testing Types

Fugitive emissions testing focuses on evaluating potential gas or vapor leaks from valves, crucial given that a significant portion of these emissions originate from valve systems. Various international standards guide this process, helping organizations manage safety risks and environmental impacts.

In summary, comprehensively assessing control valves—including their performance through regular testing and maintenance—ensures efficiency and safety in complex industrial environments. For further queries about Test Bench Valve, feel free to reach out for additional information.

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