| 1 | Match the valve to the service | Identify the process medium, phase, toxicity, corrosiveness, solids content and operating hazards. | Crude oil, natural gas, refined products, produced water, steam, chemicals or sour gas; liquid, gas or two-phase flow. | Use a process datasheet showing fluid composition, density, viscosity, contaminants, temperature and pressure. | Require a valve data sheet, process line list and material compatibility review before quotation. |
| 2 | Specify pressure and temperature ratings | Define design pressure, maximum and minimum design temperature, operating pressure and pressure-test conditions. | Common ASME pressure classes include Class 150, 300, 600, 900, 1500 and 2500; actual allowable pressure varies with material and temperature. | ASME B16.34 for pressure-temperature ratings; select the rating from the applicable material table, not from nominal class alone. | Check the pressure-temperature rating, body material, end connection rating and design code on the approved datasheet. |
| 3 | Choose the correct valve type | Define isolation, throttling, emergency shutdown, check-flow or pressure-control duty. | Ball and gate valves are commonly used for isolation; globe and control valves for throttling; check valves for backflow prevention; butterfly valves for suitable lower-torque services. | Use a full-port or reduced-port design according to pigging, pressure-drop and flow requirements. Do not use an isolation valve for continuous throttling unless designed for it. | Request flow coefficient data, allowable pressure drop, torque calculations and actuator sizing where applicable. |
| 4 | Select materials for corrosion and erosion | Consider chlorides, hydrogen sulfide, carbon dioxide, water, sand, temperature and flow velocity. | Potential failure modes include general corrosion, pitting, sulfide stress cracking, erosion and galvanic corrosion. | Specify body, trim, stem, seat and seal materials separately. For sour service, apply NACE MR0175/ISO 15156 where relevant. | Review material certificates, hardness results, heat treatment records, corrosion allowance and sour-service compliance statements. |
| 5 | Define the end connections and dimensions | Match the valve to pipe size, wall thickness, flange facing, installation space and maintenance access. | Typical connections include flanged, butt-weld, socket-weld, threaded and wafer or lug styles. | ASME B16.5 covers many flanges and flanged fittings up to NPS 24; ASME B16.10 covers face-to-face and end-to-end dimensions; ASME B16.25 covers butt-welding ends. | Confirm nominal pipe size, schedule, flange class, facing type, bore, face-to-face dimension and piping layout compatibility. |
| 6 | Address fire-safe and fugitive-emission needs | Define whether the valve is installed in a hydrocarbon fire zone or requires low-emission packing and stem sealing. | Fire-safe construction helps maintain pressure containment after exposure to fire; fugitive-emission performance limits leakage from stems and body joints. | API 607 or API 6FA may apply to fire testing; ISO 15848-1 addresses classification and qualification of industrial valve fugitive emissions. | Request valid test reports for the specified valve design, size, pressure class, stem seal arrangement and test medium. |
| 7 | Specify actuation and fail position | Define manual, electric, pneumatic or hydraulic operation, required operating speed and safe shutdown position. | Actuator sizing must consider breakaway torque, running torque, differential pressure, temperature, friction and safety factor. | Specify fail-open, fail-close or fail-in-place behavior; include solenoid valves, limit switches, positioners and partial-stroke testing if required. | Review torque or thrust calculations, instrument air quality, power supply, hazardous-area classification and functional test procedures. |
| 8 | Confirm design, inspection and testing requirements | Define the applicable product standard, inspection level, pressure tests and acceptance criteria. | Hydrostatic shell testing and seat testing are commonly required; test pressure and duration depend on the applicable standard and valve type. | API 6D is widely used for pipeline valves; API 598 provides inspection and testing requirements for many industrial valves. | Specify inspection and test plans, witness or hold points, calibrated equipment, non-destructive examination and final test certificates. |
| 9 | Evaluate reliability and maintenance | Consider cycling frequency, accessibility, spare parts, repair methods and expected service life. | Important factors include cycle rating, seat wear, stem sealing, cavity relief, drain and vent connections, and replaceable soft parts. | For pipeline applications, define the required valve configuration, piggability, double-block-and-bleed function and maintenance philosophy where applicable. | Request installation, operation and maintenance manuals, spare-parts lists, recommended intervals and preservation instructions. |
| 10 | Check global compliance and traceability | Define destination-country regulations, project documentation, marking, language and delivery requirements. | Traceability may cover heat number, cast number, material grade, pressure test, coating, assembly and final inspection status. | Use a project-specific quality plan and applicable regulatory requirements; include dimensional drawings, certificates and export packing specifications. | Audit the supplier’s quality system, verify serial-number traceability, approve drawings before production and define warranty and claims procedures. |