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Control Valve Selection for Commercial HVAC

In selecting the right control valve for a given application, first know the application requirements then pick the valve that meets those requirements. Following are very general questions that will help guide in selecting the right valve.  Please contact Kele for more detail on any of the following. 

 

Is the control system electric or pneumatic?

 

  • If electric, what is the available supply voltage? 24 VAC? 120 VAC?

Valve actuators are typically 24 VAC/VDC or 120 VAC. The customer may need a 120-to-24 VAC transformer if the available power is 120 and the valve actuator is only available in 24 VAC. A power supply (such as the Kele DCP-1.5-W) will be needed for 24 VDC actuators.

 

  • If pneumatic, is it a low pressure system (~20 - 25 psig) or a high pressure system (~80 - 100 psig)?

Kele sells valves that are controlled with low pressure actuators such as zone, globe, and butterfly valves; as well as valves controlled with high pressure actuators. For a butterfly valve application, if high pressure is available, a high pressure actuator is often the best selection because it delivers more power and is more compact. A customer can turn high pressure into low pressure, if necessary with a Filter/Pressure Reducing Valve assembly such as the K-332.

 

Is the valve for water or steam?

 

  • If steam, is it low pressure (~10 - 15 psi) or high pressure (>20 psi)?

Many brass/bronze water valves that have a maximum media temperature rating of ~250 Deg. F can also be used for low 15 psi steam. Verify the valve ratings!

High-pressure steam applications require valves with stainless trim (internals). Kele sells globe valves with stainless steel trim (Honeywell V5011N2xxx and JCI VG7243xx for example) that can handle up to about 100 psig (350 Deg. F) steam.

If steam, don’t use an elastomer seat butterfly valve. There are high performance butterfly valves for steam on/off control. Contact Kele for information on these valves. 

 

What are the maximum and minimum temperature and pressure requirements?

Most commercial HVAC control valves handle typical chilled or hot water systems, between about 35 and 200 Deg. F., and up to ~100 psi system pressure. Always check the customer’s temperature and pressure requirements to verify that the valve will handle the application.

 

What is the body pattern - 2-way or 3-way?
  • If 3-way, is it being installed in a mixing pattern (2 inlets, 1 outlet) or a diverting pattern (1 inlet, 2 outlets)?

It is important to know what the application calls for as most 3-way valve bodies cannot do both. Some manufacturers offer both, but diverting valves are less common than mixing valves. To control flow through a coil, a mixing valve is installed in the coil return; less common is installing a diverting valve in the supply line. 

Two-way valves (1 inlet, 1 outlet) are more common than 3-way and cost less. Valves used to control steam are always 2-way.

What is the required relationship between flow and pressure drop for the valve (Cv)?

This specification is critical to proper control performance.  Please refer to Jordan Colville's article for an in-depth discussion of the importance of specifying the appropriate Cv for a control valve. 

If a valve is to be used for modulating service, the Cv (flow coefficient) must be calculated in order to select a valve that will provide proper capacity control. An improperly sized valve causes all types of problems such as control instability, insufficient capacity to heat or cool, noise, excessive valve wear, etc. By far, most improperly sized valves are oversized which results in poor control.

A properly sized modulating valve will typically be 1 or 2 pipe sizes smaller than the system piping.

A two-position valve is typically pipe size, and Cv does not typically need to be calculated.

Piping systems 2” and smaller will usually use threaded valves, 2 ½” and larger will typically be flanged.

 

What is the close-off pressure requirement?

Be sure the close off rating of a valve/actuator assembly is equal to or greater than the application close-off requirement. The job documentation should contain this information.

If a valve/actuator assembly cannot completely close off against the pressure in the pipe, the media will leak through, causing noise, premature valve wear, and system inefficiencies.

Close-off ratings depend on actuator power in standard globe valves because the actuator power directly opposes the pressure forces inside the piping. The stronger the actuator, the higher close-off rating the valve/actuator will have.

Close off does not depend on actuator power in ball valves or cage valves because the actuator power is not directly opposing the pressure forces in the piping. The actuator just has to overcome the friction in rotating the ball or opening/closing the cage.

 

What type of control is required?
  • 2-position (On/Off) control?

Two-position is either full-open or full-closed, no intermediate position. On/Off is another term used for this type of control.

An electric spring-return 2-position actuator is typically powered by either 24 VAC or 120 VAC. When a 2-wire 2-position spring-return actuator is powered, it is driven fully in one direction. When it is not powered, the spring drives it fully to the opposite position.

For non-spring return 2-position control, a Floating actuator is used and a 3-wire circuit is used to drive the actuator to one end of the stroke or the other.

2-position valves are usually the same body size as the piping and generally there's no need to calculate Cv.

2-position pneumatic valves usually use a spring return actuator in combination with an electric 3-way solenoid valve. The control then is actually electric, with pneumatic power being the driving force for the actuator.

  • Modulating (floating or proportional)? 

Modulating is a term used to describe a type of actuator or control action that can be positioned anywhere between two stroke limits.

Proportional is a type of modulation where the positioning of the controlled device is in response to a proportional analog signal (example 4-20 mA, or 2-10 VDC). If an actuator has a 4-20 mA control signal, and it receives a control signal of 12 mA, the actuator will be positioned half way between full open and full closed.

Floating (or 3-position) control is a type of modulation based on timing, stroke length, and stroke speed of an actuator. An electric motor is driven clockwise or counterclockwise for a specific amount of time, to reach a given position within two stroke limits.

Determining Cv is important for modulating control. It must be calculated unless the valve Cv is already specified (rare). Select a valve with a Cv rating equal to or slightly greater than the calculated Cv, and do not oversize (bigger is not better)! One rule of thumb is: a valve Cv rating 10% lower than the calculated Cv is generally acceptable.

 

Is a particular flow characteristic specified?

HVAC valves have equal percentage, linear, quick-opening or other similar flow characteristics. The flow characteristic determines how much flow passes through the valve relative to the stroke position of the valve. Just because a valve is half way open doesn’t always mean half the flow rate is passing through the valve.

Different automation companies and different regions of the world have different opinions on what works best. Most common, in the USA, “equal percentage” is recommended for hot water and chilled water and “Linear” is recommended for steam. Quick opening is designed for 2-position service. 

 

Is spring return (a fail position) required?
  • If yes, in what position does it need to fail open or closed for 2-way body-pattern, thru-port or bypass-port for 3-way body pattern?

A 2-way valve might be required to fail-open or fail-closed, depending on the application. If so, use a spring return (or fail-safe) actuator.  If fail-safe is not required, use a non-spring return actuator to save money.

Different combinations of spring return actuators and valves can accomplish fail safe positions. It is common in a heating application to fail-open (or fail to the coil) to enable heat and minimize the potential of coil freezing in the winter in cases of power loss. For cooling applications, spring return is usually not as critical but a spring return cooling valve might be specified to fail closed to prevent excessive condensation around the coil and duct.

Steam valves are always fail-closed and therefore require a spring return actuator.

Will the valve be located indoors or outdoors?
  • If outdoor, a NEMA 4 actuator or weather-shield will be needed.

Weather shield accessories are available for some ball valves and globe valves, depending on the brand. Traditional metal or plastic weather shields are effective and can be time consuming and expensive to install. The fabric Kele Kover (KOV-1, -2, -3, -4) can be a cost-effective solution for control valves using direct-mount actuators. Most butterfly valves are available with NEMA 4 actuators.

 

Is the valve type specified?

For unitary equipment such as unit heaters, fan coil units, and unit ventilators where physical space is a constraint. Zone valve sizes are typically ½” to 1”.

Many times the lowest cost type of control valve provides decent control for HVAC. They typically cannot be repaired or rebuilt and are replaced after a 5 to 10 years. Ball valve sizes are typically ½” to 2” though some are larger.

Globe valves are considered by many to be the most accurate type of control valve. Internals can be re-built if necessary without having to remove the valve body from the piping. They can last for many years. Globe valve sizes are typically ½” to 2” threaded and 2 ½” to 6” flanged.

Pressure balanced valves usually have double seats or cage type internals, for higher close-off applications. The valve actuator does not have to overcome the media pressure to close the valve, so lower power, thus lower cost actuation can be used. Pressure balanced valve sizes are typically 2 ½” to 6” flanged.

Commonly used in central plants like boilers and chiller rooms for isolation and diverting water flow depending on seasons and load on the building. They are generally acceptable for modulating control of water and are comparatively low cost and lightweight compared to large globe valves. Butterfly valve sizes are typically 2” to 24”.

Relatively new for commercial HVAC systems, the PI valve is a combination of a pressure reducing valve and control valve. They control at constant flow regardless of fluctuations of pressure in the system. They are selected based on GPM rating of the coil; sizing by calculating Cv is not required.

 

Is there a brand preference?

Does the project specification call for a specific brand, or do the project decision makers have a brand preference? Brand loyalty can be a factor in decision making. Kele handles most popular brands for the commercial HVAC industry, for that reason.