| 1Confirm the pressure rating | Maximum allowable working pressure, design pressure, pressure class, and pressure-test requirements. | ASME B16.34 for valve pressure-temperature ratings; API 598 for valve inspection and testing. | Nominal size: NPS 2 Pressure class: ASME Class 150 Design pressure: 10 bar at the specified design temperature. | Check that the rating applies at the actual operating temperature. Do not select a valve based only on the pipeline’s normal pressure. |
| 2Match the operating temperature | Minimum and maximum operating temperature, start-up temperature, thermal cycling, and material limitations. | ASME B16.34 pressure-temperature tables; material specifications such as ASTM A216 for cast carbon steel and ASTM A351 for cast stainless steel. | Service range: -29 °C to 180 °C Fluid: treated water Body material: cast carbon steel suitable for the specified range. | Verify body, bonnet, stem, seat, packing, and gasket materials separately. The lowest-rated component can limit the complete valve assembly. |
| 3Select the correct valve size | Nominal pipe size, inside diameter, flow rate, pressure drop, end-to-end length, and installation space. | ASME B16.10 for face-to-face and end-to-end dimensions; pipe dimensions may be based on ASME B36.10M or ASME B36.19M. | Pipe size: NPS 4 Required valve size: NPS 4 Face-to-face dimension: must match the project’s selected dimensional series. | A gate valve is generally intended for full-open or full-closed isolation, not routine throttling. Confirm that the selected size does not create unacceptable flow restrictions. |
| 4Verify connection standards | Flange standard, pressure class, facing type, bolt-hole pattern, pipe schedule, and end-to-end dimensions. | ASME B16.5 for NPS 1/2 through NPS 24 flanges; ASME B16.47 for larger flanges; EN 1092-1 for common European flange configurations. | Connection: NPS 2, Class 150, raised-face flanges, ASME B16.5 Alternative project requirement: DN50, PN16, EN 1092-1. | Do not combine ASME Class 150 and EN PN16 components without engineering confirmation. Check flange drilling, gasket dimensions, and bolt compatibility. |
| 5Choose the suitable gate and seat design | Wedge type, seat construction, stem design, sealing material, fluid compatibility, and intended shut-off function. | API 600 for bolted-bonnet steel gate valves; API 6D for certain pipeline valve applications; ISO 5208 for pressure testing of metallic valves. | Valve type: resilient or metal-seated gate valve Stem: rising stem for visible position indication Service: clean water isolation. | Use metal seats for demanding temperature or abrasive service when appropriate. Confirm whether the design provides bidirectional shut-off and whether cavity relief is required. |
| 6Check actuation and installation space | Manual handwheel or actuator, operating torque, stem extension, orientation, accessibility, and environmental protection. | ISO 5210 for multi-turn valve actuator attachment; ISO 5211 is commonly used for quarter-turn actuator interfaces and should not be assumed for a multi-turn gate valve. | Operation: manual handwheel Installation: horizontal pipeline Requirement: sufficient overhead clearance for the rising stem and handwheel. | For automated valves, specify fail position, power supply, enclosure rating, control signal, cycle frequency, and actuator sizing based on measured or calculated torque. |
| 7Request complete quality documents | Material certificates, dimensional drawings, pressure-test reports, inspection plan, marking, traceability, and certificate of conformity. | EN 10204 for inspection documents; project specifications may also require ISO 9001-based quality controls, NACE requirements, or regional conformity documentation. | Documentation package: approved drawing, bill of materials, EN 10204 Type 3.1 material certificates, hydrostatic test report, and final inspection record. | Ensure the nameplate and certificates show size, pressure class, material, serial or heat traceability, test standard, and manufacturing date where required by the project. |