Industrial Valve Basics: Rotary Ball Valves

Cut-away view of ball

valve components:

1) Body

2) Seat

3) Foating ball 

4) Lever handle 

5) Stem

(Image courtesy of Wikipedia)

A ball valve is a rotational motion valve that uses a ball-shaped disk to stop or start fluid flow. The ball, performs the same function as the disk in the globe valve. When the valve handle is turned to open the valve, the ball rotates to a point where the hole through the ball is in line with the valve body inlet and outlet. When the valve is shut, the ball is rotated so that the hole is perpendicular to the flow openings of the valve body and the flow is stopped.

Most ball valve actuators are of the quick-acting type, which require a 90° turn of the valve handle to operate the valve. Other ball valve actuators are planetary gear-operated. This type of gearing allows the use of a relatively small handwheel and operating force to operate a fairly large valve.

Some ball valves have been developed with a spherical surface coated plug that is off to one side in the open position and rotates into the flow passage until it blocks the flowpath completely. Seating is accomplished by the eccentric movement of the plug. The valve requires no lubrication and can be used for throttling service.

Advantages

A ball valve is generally the least expensive of any valve configuration and has low maintenance costs. In addition to quick, quarter turn on-off operation, ball valves are compact, require no lubrication, and give tight sealing with low torque.

Disadvantages

Conventional ball valves have relatively poor throttling characteristics. In a throttling position, the partially exposed seat rapidly erodes because of the impingement of high velocity flow.

Typical Ball Valve (click for larger view).

Port Patterns

Ball valves are available in the venturi, reduced, and full port pattern. The full port pattern has a ball with a bore equal to the inside diameter of the pipe.

Valve Materials

Balls are usually metallic in metallic bodies with trim (seats) produced from elastomeric (elastic materials resembling rubber) materials. Plastic construction is also available.

The resilient seats for ball valves are made from various elastomeric material. The most common seat materials are teflon (TFE), filled TFE, Nylon, Buna-N, Neoprene, and combinations of these materials. Because of the elastomeric materials, these valves cannot be used at elevated temperatures. Care must be used in the selection of the seat material to ensure that it is compatible with the materials being handled by the valve.

Ball Valve Stem Design

The stem in a ball valve is not fastened to the ball. It normally has a rectangular portion at the ball end which fits into a slot cut into the ball. The enlargement permits rotation of the ball as the stem is turned.

Ball Valve Bonnet Design

A bonnet cap fastens to the body, which holds the stem assembly and ball in place. Adjustment of the bonnet cap permits compression of the packing, which supplies the stem seal. Packing for ball valve stems is usually in the configuration of die-formed packing rings normally of TFE, TFE-filled, or TFE-impregnated material. Some ball valve stems are sealed by means of O-rings rather than packing.

Ball Valve Position

Some ball valves are equipped with stops that permit only 90° rotation. Others do not have stops and may be rotated 360°. With or without stops, a 90° rotation is all that is required for closing or opening a ball valve.

The handle indicates valve ball position. When the handle lies along the axis of the valve, the valve is open. When the handle lies 90° across the axis of the valve, the valve is closed. Some ball valve stems have a groove cut in the top face of the stem that shows the flowpath through the ball. Observation of the groove position indicates the position of the port through the ball. This feature is particularly advantageous on multiport ball valves.

For more information about any style industrial valve, contact TECO at 800-528-8997 or visit http://www.teco-inc.com.

Industrial Valve Basics: Linear Valves

Fig. 1 - Parts of a valve.

A valve is a mechanical device that controls the flow of fluid and pressure within a system or process. A valve controls system or process fluid flow and pressure by performing any of the following functions: 1) Stopping and starting fluid flow; 2) varying (throttling) the amount of fluid flow; 3) controlling the direction of fluid flow; 4) regulating downstream system or process pressure; 5) relieving component or piping over pressure.

There are many valve designs and types that satisfy one or more of the functions identified above. A multitude of valve types and designs safely accommodate a wide variety of industrial applications.

Regardless of type, all valves have the following basic parts: the body, bonnet, trim (internal elements), actuator, and packing. The basic parts of a valve are illustrated in Figure 1.

Valve Body

The body, sometimes called the shell, is the primary pressure boundary of a valve. It serves as the principal element of a valve assembly because it is the framework that holds everything together.

The body, the first pressure boundary of a valve, resists fluid pressure loads from connecting piping. It receives inlet and outlet piping through threaded, bolted, or welded joints.

Valve bodies are cast or forged into a variety of shapes. Although a sphere or a cylinder would theoretically be the most economical shape to resist fluid pressure when a valve is open, there are many other considerations. For example, many valves require a partition across the valve body to support the seat opening, which is the throttling orifice. With the valve closed, loading on the body is difficult to determine. The valve end connections also distort loads on a simple sphere and more complicated shapes. Ease of manufacture, assembly, and costs are additional important considerations. Hence, the basic form of a valve body typically is not spherical, but ranges from simple block shapes to highly complex shapes in which the bonnet, a removable piece to make assembly possible, forms part of the pressure- resisting body.

Narrowing of the fluid passage (venturi effect) is also a common method for reducing the overall size and cost of a valve. In other instances, large ends are added to the valve for connection into a larger line.

Valve Bonnet

The cover for the opening in the valve body is the bonnet. In some designs, the body itself is split into two sections that bolt together. Like valve bodies, bonnets vary in design. Some bonnets function simply as valve covers, while others support valve internals and accessories such as the stem, disk, and actuator.

The bonnet is the second principal pressure boundary of a valve. It is cast or forged of the same material as the body and is connected to the body by a threaded, bolted, or welded joint. In all cases, the attachment of the bonnet to the body is considered a pressure boundary. This means that the weld joint or bolts that connect the bonnet to the body are pressure-retaining parts.

Valve bonnets, although a necessity for most valves, represent a cause for concern. Bonnets can complicate the manufacture of valves, increase valve size, represent a significant cost portion of valve cost, and are a source for potential leakage.

Valve Trim

The internal elements of a valve are collectively referred to as a valve's trim. The trim typically includes a disk, seat, stem, and sleeves needed to guide the stem. A valve's performance is determined by the disk and seat interface and the relation of the disk position to the seat.

Because of the trim, basic motions and flow control are possible. In rotational motion trim designs, the disk slides closely past the seat to produce a change in flow opening. In linear motion trim designs, the disk lifts perpendicularly away from the seat so that an annular orifice appears.

Disk and Seat

For a valve having a bonnet, the disk is the third primary principal pressure boundary. The disk provides the capability for permitting and prohibiting fluid flow. With the disk closed, full system pressure is applied across the disk if the outlet side is depressurized. For this reason, the disk is a pressure-retaining part. Disks are typically forged and, in some designs, hard-surfaced to provide good wear characteristics. A fine surface finish of the seating area of a disk is necessary for good sealing when the valve is closed. Most valves are named, in part, according to the design of their disks.

The seat or seal rings provide the seating surface for the disk. In some designs, the body is machined to serve as the seating surface and seal rings are not used. In other designs, forged seal rings are threaded or welded to the body to provide the seating surface. To improve the wear-resistance of the seal rings, the surface is often hard-faced by welding and then machining the contact surface of the seal ring. A fine surface finish of the seating area is necessary for good sealing when the valve is closed. Seal rings are not usually considered pressure boundary parts because the body has sufficient wall thickness to withstand design pressure without relying upon the thickness of the seal rings.

Stem

The stem, which connects the actuator and disk, is responsible for positioning the disk. Stems are typically forged and connected to the disk by threaded or welded joints. For valve designs requiring stem packing or sealing to prevent leakage, a fine surface finish of the stem in the area of the seal is necessary. Typically, a stem is not considered a pressure boundary part.

Connection of the disk to the stem can allow some rocking or rotation to ease the positioning of the disk on the seat. Alternately, the stem may be flexible enough to let the disk position itself against the seat. However, constant fluttering or rotation of a flexible or loosely connected disk can destroy the disk or its connection to the stem.

Two types of valve stems are rising stems and nonrising stems. Illustrated in Figures 2 and 3, these two types of stems are easily distinguished by observation. For a rising stem valve, the stem will rise above the actuator as the valve is opened. This occurs because the stem is threaded and mated with the bushing threads of a yoke that is an integral part of, or is mounted to, the bonnet.

There is no upward stem movement from outside the valve for a nonrising stem design. For the nonrising stem design, the valve disk is threaded internally and mates with the stem threads.

Figure 2 - Rising Stems

Figure 3 -Non-rising Stems

Valve Actuator

The actuator operates the stem and disk assembly. An actuator may be a manually operated handwheel, manual lever, motor operator, solenoid operator, pneumatic operator, or hydraulic ram. In some designs, the actuator is supported by the bonnet. In other designs, a yoke mounted to the bonnet supports the actuator.

Except for certain hydraulically controlled valves, actuators are outside of the pressure boundary. Yokes, when used, are always outside of the pressure boundary.

Valve Packing

Most valves use some form of packing to prevent leakage from the space between the stem and the bonnet. Packing is commonly a fibrous material (such as flax) or another compound (such as teflon) that forms a seal between the internal parts of a valve and the outside where the stem extends through the body.

Valve packing must be properly compressed to prevent fluid loss and damage to the valve's stem. If a valve's packing is too loose, the valve will leak, which is a safety hazard. If the packing is too tight, it will impair the movement and possibly damage the stem.

Please contact Thompson Equipment (TECO) with any valve repair, valve automation, or new valve requirement. You can visit TECO at http://www.teco-inc.com or call 800-528-8997.