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How to Select Industrial Products

This is the place for engineers to learn about and teach others how to select industrial products. The blog is maintained by the Editorial team at IHS GlobalSpec, the company that powers CR4.

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Just A Little Push

Posted September 24, 2012 3:03 PM by Chelsey H

Actuators are the "push" a system needs to get started. They are used for dozens of applications. Today we're going to be talking about the specific application of valve actuation (that almost sounded poetic!). I have a special place in my heart for valves since I worked on the recent update of the Valve Area on GlobalSpec (check it out here) and a valve would be just a device with holes if it didn't have an actuator to help. Valve actuators mount on valves and, in response to a signal, move a valve to a desired position using an outside power source. The right valve actuator will increase uptime, reduce maintenance costs, and increase plant safety.

Valve motion and operation style are important specifications to consider when selecting a valve and its actuator.

There are two basic operating styles for valve actuators.

  • Start/stop valves, also known as on/off or isolating devices, limit actuator motion to preset open and closed positions.
  • Throttling or control devices provide controllable motion so that valves can be throttled as necessary. This type of actuator is paired with a positioner so the actuator can move to the required position accurately.

Then one needs to consider how the valve moves, typically this is in a rotational or linear manner.

  • Rotary motion valves (rotary valves) such as ball, plug, and butterfly valves rotate a quarter-turn or more from open to close.
  • Linear motion valves (linear valves) such as gate, globe, diaphragm, pinch and angle-style valves have a sliding stem design that pushes the closure element open or closed. The valve stem may rise during rotation, or may rise without rotation.

Actuation Method

There are several basic types of valve actuators: manual, electric, pneumatic, and hydraulic.

Manual valve actuators

Manual valve actuators do not require an outside power source. They use a handwheel or lever to drive a series of gears whose ratio results in a higher output torque compared to the input (manual) torque.

Image Credit: Samson

Electric valve actuators

Electric valve actuators use a single-phase or three-phase alternating current (AC) or direct current (DC) motor to drive a combination of gears to generate the desired torque level.

Image Credit: Valve World

Pneumatic valve actuators

Pneumatic valve actuators adjust valve position by converting air pressure into linear or rotary motion.

Image Credit: Nuclear Power Training

Electrohydraulic valve actuators

Electrohydraulic valve actuators and hydraulic valve actuators convert fluid pressure supply into linear or rotary motion.

The specifications for rotary and linear valve actuators are different. Rotary actuators produce motion or torque in one direction to cause rotation. A linear actuator is an assembly that creates motion and force along a straight line. Linear actuators use an external energy source and various methods to achieve this motion. Mechanical, hydraulic, pneumatic, and electric actuators can be designed as linear actuators. Hydraulic and pneumatic actuators inherently produce linear motion, while other types provide linear motion from rotating motors.

Actuator Type

Advantages

Disadvantages

Mechanical

Cheap. Repeatable. No power source required. Self-contained. Identical behavior extending or retracting. Manual operation only. No automation.

Electro-mechanical

Cheap. Repeatable. Operation can be automated. Self-contained. Identical behavior extending or retracting. DC or stepping motors. Position feedback possible. Can be remotely controlled. Many moving parts prone to wear.

Linear motor

Simple design. Minimal moving parts. High speeds possible. Self-contained. Identical behavior extending or retracting. Low force.

Piezoelectric

Very small motions possible. Requires position feedback to be repeatable. Short travel. Low speed. High voltages required. Expensive. Good in compression only, not in tension.

Hydraulic

Very high forces possible. Can leak. Requires position feedback for repeatability. External hydraulic pump required. Some designs perform well in compression only.

Pneumatic

Strong, light, simple, fast. Precise position control impossible except at full stops

Chart Credit: Wikipedia.

Actuators can vary in operating speed. The speed should be selected based on the speed and power requirements of the system and availability of energy to the actuator.

  • Fast-acting actuators are best used when a system must be quickly isolated or opened. Fast action is provided by hydraulic, pneumatic, and solenoid actuators.
  • Slow-acting actuators are best used when cold water is injected into a hot system or slower opening is needed.

Failsafe Method

There are several fail-safe methods for valve actuators. Failsafe means that the device can open or close the valve in case of power failure, or in case of loss of control signal. Double-acting actuators, those that need an actuation method to move (i.e. air to open, air to close), will fail in their last position if there is a loss of power, while a spring return design will return to its initial position when there is a loss of power.

Spring return actuators are often chosen for fail-safe critical requirements since operators can select whether the valve would be left open or closed in the case of a power failure. Spring return is common in pneumatic actuators and not widely available for electric actuators.

Actuators provide the power and the push that valves need to perform in a system. There are many choices, so make sure you take a look at GlobalSpec's How to Select Valve Actuator Guide for more information on types of actuators and the specifications you need.

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