| 1 | Match the valve to the service medium | Fluid type, temperature, pressure, solids content, corrosiveness, toxicity, and whether the service is liquid, gas, steam, or slurry. | Confirm the body, bonnet, stem, gate, seats, and packing materials are chemically and thermally compatible with the process conditions. Check the allowable pressure-temperature rating rather than pressure alone. | Correct material selection reduces corrosion, swelling, erosion, leakage, and unplanned replacement. Slurry service may require a design specifically intended for abrasive particles. |
| 2 | Verify sealing performance | Required shutoff level, seat arrangement, leakage direction, and whether zero visible leakage is required for the application. | Request documented shell and seat test results. ISO 5208 and API 598 are commonly referenced for industrial valve pressure and leakage testing; the specified test class should match the project requirement. | Reliable seating limits product loss and contamination. Soft seats can provide tight shutoff but may be unsuitable for high temperature, abrasive, or chemically aggressive service. |
| 3 | Select the correct gate design | Wedge gate or parallel gate configuration, solid or flexible wedge, full-bore requirements, and the risk of thermal or pressure-induced binding. | Use a full-port design where pigging, low pressure drop, or unrestricted flow is important. Confirm the design is suitable for the operating orientation and temperature range. | Gate valves are generally intended for fully open or fully closed isolation, not routine throttling. Partial opening can cause vibration, erosion, and seat damage. |
| 4 | Check pressure class and temperature limits | Nominal pressure, design pressure, design temperature, transient loads, vacuum conditions, and applicable piping-code requirements. | Compare the valve pressure-temperature chart with the actual operating envelope, including startup, shutdown, thermal cycling, and pressure surges. Do not rely only on the nominal size or class marking. | Adequate rating prevents body deformation, gasket failure, and unsafe overpressure exposure. Thermal cycling should be considered when choosing packing and seat materials. |
| 5 | Evaluate actuation requirements | Manual handwheel effort, operating frequency, available power, fail position, control-system compatibility, and required opening or closing time. | Compare the calculated operating torque or thrust with actuator output, including a safety margin and allowances for packing friction, differential pressure, and cold-temperature effects. | Manual operation may be practical for infrequent use. Pneumatic, electric, or hydraulic actuation is more suitable for remote, automated, or high-cycle isolation. |
| 6 | Inspect stem and packing protection | Rising or non-rising stem arrangement, stem corrosion resistance, packing type, fugitive-emission requirements, and visibility of valve position. | Choose a rising stem when visual position indication is important and clearance is available. Confirm packing materials and emission-test requirements for hazardous or volatile media. | Keep exposed stems clean and protected from impact or corrosive deposits. Packing adjustment should follow the maintenance instructions and must not prevent proper stem movement. |
| 7 | Confirm end connections and dimensions | Flanged, threaded, butt-weld, or socket-weld ends; face-to-face dimensions; flange drilling; bore size; and installation space. | Match the connection standard and pressure rating to the existing piping. Verify face-to-face dimensions, bolt-hole patterns, weld-end details, and actuator clearance before ordering. | Accurate dimensional checks reduce field modification, alignment problems, gasket damage, and installation delays across different international piping systems. |
| 8 | Review materials and certification | Body and trim materials, material traceability, pressure-boundary documentation, inspection plans, and regulatory requirements in the destination market. | Request material certificates, dimensional reports, pressure-test records, coating information, and any required conformity or safety documentation before shipment. | Traceable documentation supports audits, commissioning, warranty evaluation, and future spare-part identification without depending on visual inspection alone. |
| 9 | Plan inspection and maintenance access | Availability of drain or vent connections, bonnet accessibility, packing adjustment space, spare-part needs, and isolation requirements for servicing. | Include inspection points and service clearances in the layout. Establish a periodic exercise and inspection schedule based on criticality, environment, and operating frequency. | Routine operation checks can identify stiff movement, external leakage, corrosion, and damaged indicators before the valve becomes difficult to operate. |
| 10 | Compare lifecycle cost, not only purchase price | Initial price, delivery time, installation effort, actuator cost, testing, spare parts, energy use, downtime risk, and expected service life. | Use a total-cost comparison that includes commissioning, replacement seats or packing, inspection labor, freight, import requirements, and the consequences of an isolation failure. | A slightly higher initial cost may be justified when it delivers better material compatibility, documented testing, easier maintenance, and lower risk over the operating period. |