Everything You Need To Know To Find The Best electric gate valve actuator manufacturing

29, Apr. 2024

 

The Ultimate Guide to Electric Actuator for Valves

Are you interested in learning more about electric actuators for valves? Look no further than The Ultimate Guide to Electric Actuators for Valves!

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This comprehensive guide offers a detailed overview of electric actuators for valves, including their uses, benefits, and types. You’ll also learn about the different components that make up an electric actuator, such as motor types, gear ratios, and limit switches.

Not only that but The Ultimate Guide to Electric Actuators for Valves also covers the installation and maintenance of electric actuators, providing valuable tips and tricks. With this guide, you’ll have all the information you need to choose and maintain the suitable electric actuator for your valve application.

Whether you’re a seasoned engineer or just starting out, The Ultimate Guide to Electric Actuator for Valves is the perfect resource for anyone interested in this powerful technology.

what is a valve actuator?

A valve actuator is a device that is used to operate a valve by moving its various components, such as the gate, ball, or plug, in accordance with a control signal. It is essentially a motorized mechanism that can open or close a valve automatically or remotely.

There are different types of valve actuators depending on their mode of operation, such as manual, pneumatic, hydraulic, and electric. Some actuators are designed for linear motion, while others are for rotary motion.

electric actuator working principle

The working principle of an electric actuator is based on the conversion of electrical energy into mechanical energy through an electric motor, which then produces a rotational motion. This rotational motion is then transmitted via a series of gears to the valve stem, which activates the valve to either open, close, or regulate the flow of fluids or gases.

The electric actuator consists of several components, including the electric motor, gears, limit switches, and control circuitry. When an electrical current is applied to the motor, it generates rotational force, which is then transmitted to the gears. The gears transform the motor’s high-speed and low-torque output into a low-speed and high-torque output, which is then transferred to the valve stem.

The position of the valve is controlled by the limit switches, which detect the position of the actuator and provide feedback to the control circuitry. With this feedback, the control circuitry can adjust the power supply to the motor to ensure the valve is in the desired position.

Type of Electric Actuators

There are three types of electric actuators commonly used in industrial processes, which can use different electric power and operate various types of valves.

1. Multi-Turn Electric Actuator

Multi-Turn Electric Actuator

The electrically driven multi-turn electric actuator is one of the most popular and reliable types of electric actuators. It uses a single-phase or three-phase electric motor to drive the gear or worm gear to finally operate the valve stem nut, and the stem nut makes the valve stem movement to open or close the valve.

Multi-turn electric actuators can quickly drive large size valves. To protect the valve from damage, a limit switch sensor is installed at the end of the valve stroke for cuts off the motor power, and a torque-sensing device also cuts off the motor power when the safety torque is exceeded, a position switch is used to indicate the opening and closing status of the valve, and a handwheel mechanism with a clutch device is installed to operate the valve manually in case of power failure.

multi-turn electric actuator for gate valve

The main advantage of this type of electric actuator is that all components are mounted in one housing and all basic and advanced functions are integrated into this waterproof, dustproof, and explosion-proof housing. The main disadvantage is that when the power supply fails, the valve can only remain in the last position, and only with a backup power system can the valve achieve a fail-safe position (fail-open or fail-closed)

2. Linear Output Electric Actuator

linear output electric actuator

This type of electric actuator is often used to operate globe valves, single-seat control valves, double-seat control valves, knife gate valves, and gate valves. The structure is simple, and reliable in operation, and it is easy to achieve fail-safe operation mode.

linear output electric actuator for globe control valve linear output electric actuator for double seat control valve

3. Electric 1/4 Turn Electric Actuator

This kind of electric actuator is similar to the electric multi-turn electric actuator, the main difference is that the final output of the electric actuator is 1/4 turn to 90-degree movement. The new generation electric 1/4 turn electric actuator combines most of the complex functions of a multi-turn electric actuator, such as: using a non-access user-friendly operation interface to achieve parameter setting and diagnostic functions.

quarter turn electric actuator for butterfly valve

1/4 turn electric actuators are compact and can be mounted on small size valves, typically with an output torque of up to 2,000 NM, and they can be fitted with batteries for fail-safe operation.

In summary, gate valves and globe valves are often equipped with multi-turn electric actuators, and butterfly valves and ball valves are commonly equipped with 1/4 turn electric actuators.

electric actuator for butterfly valves electric actuator for ball valves electric actuator for butterfly valve2

In industrial processes, there are various types of valves are used, which have different working principles, types of action, and different functions. For automated valves, the actuator rotates the valve disc angle or lifts the valve plug to control the opening and closing or modulating. The selection of electric actuator needs to be matched according to the requirements of the valve working conditions, such as rotary-stroke electric actuator is the output torque, while the linear-stroke electric actuator is the output displacement thrust.

industrial valve manufacturer

How to Select Electric Actuator for Valves Correctly?

There are a large number of electric valves in power plants, as one of the terminal links of an automatic control loop, the right selection of an electric actuator directly affects the performance of electric valves, because the electric valve plays a vital role in the power station, so the correct selection of electric actuator will affect the reliability, safety, economy of the entire power plant, and even the normal operation of the unit.

1. Operating Condition of Valves

According to the operating conditions of valves select control type electric actuator or on/off type electric actuator. In general, the electric actuator used for control valves is mainly regulating type, while electric gate valves and globe valves, etc. are usually assembled with on/off type electric actuators.

2. Frequency of Valve Use Per Unit of Time

When we choose to use the regulating or switching type valve electric actuator for an electric valve, the frequency of use of the valve in the unit time also determines which electric actuator should be selected.

3. The Power of the Electric Actuator for Valves

As the original control valve only regulates the flow rate or pressure without a tight shutoff function, the upstream usually installed a shut-off valve, so the leakage level of the control valve is commonly not high requirements. But with the increasing requirements of the control valve, and the development of power station design to large capacity, multi-parameter, the original valve electric actuator power can not meet the requirements, electric actuator also gradually began to use high-power products.

For electric valves, only by choosing the right type of valve electric actuator can play a proper role. Therefore, when you choose the type for the actuator, try to choose a well-known brand, not only quality assurance, and can get technical support and spare parts in time.

Any type of electric actuator is a device that uses power to drive a valve. This device assembly with a hand operator to open or close the valve, or an intelligent electronic component with sophisticated control and measurement devices to control the valve continuously working. With the development of microelectronics technology, electric actuators have become more complex. The early electric actuators were nothing more than motor gearing with position sensing switches. Today’s electric actuators have more advanced functions, they can not only open or close the valve but also detect the operating status of the valve and the electric actuator to provide various data for predictive maintenance.

As more and more factories adopt automation control systems, manual operation is replaced by mechanical or automated equipment, people require electric actuators to play the role of interface between the control system and valve mechanical movement, and they also require electric actuators to enhance safety work and protection of the environment. On some dangerous occasions, the automated electric actuator device can reduce the injury of personnel. Some special valves require emergency opening or closing under special circumstances, and electric actuators for these valves can prevent further spreading of danger while minimizing plant damage. For some high pressure and large diameter valves, the required output torque is very large for the electric actuators, In this case, the required electric actuator must be mechanically efficient and use a high output motor so that it is stable enough to operate large diameter valves.

Generally, after the design institute selects the valve type, then the valve manufacturer will match the electric actuator based on the automation requirements, and the electric actuator can be selected to refer below two basic types of valve operation.

electrically actuated valves

Electrically actuated valves are types of valves that are controlled by electric actuators. These valves use an electric motor or solenoid to operate the valve’s position, allowing for remote control and automation.

Electrically actuated valves are commonly used in industrial applications, such as oil and gas, chemical, and water treatment plants. They are also used in building automation systems to control HVAC systems and in the food and beverage industry for precise control of ingredients and processing.

One of the main benefits of electrically actuated valves is their ability to operate remotely, reducing the need for manual labor and increasing efficiency. They are also more precise than manual valves, allowing for better control and accuracy.

hydraulic valve actuators

Hydraulic valve actuators are devices that use hydraulic power to move the valve components, such as the gate, ball, or plug. Hydraulic actuators consist of a cylinder, piston, hydraulic fluid, and a control valve. When hydraulic fluid is pumped into one side of the cylinder, it pushes the piston, which then moves the valve’s components to the desired position.

Hydraulic actuators offer several benefits, such as high force output, precise control, and the ability to operate in hazardous environments. They are commonly used in applications that require high force, such as pipeline and process control systems in the oil and gas industry.

eim electric valve actuators

We know electric actuators have become an essential component in valve automation, offering precise control and efficient operation. Now we are going to talk about how they work, the finest engineered large bore actuators, and reputable electric actuator spares manufacturers. We will also discuss EIM actuator products and manual gear valve actuators, as well as the importance of relevant documentation and finding your nearest office location for support.

How does an electrical actuator work?

An electric actuator is a device that converts electrical energy into mechanical motion to automate valve operation. It typically consists of a motor, gears, and a valve shaft diameter that matches the valve it is operating. The motor drives the gears, which in turn rotate the valve shaft to open or close the valve.

Finest Engineered Large Bore Actuators

Large bore actuators are designed to handle high flow rates and are commonly used in isolation applications. Some of the finest engineered large bore actuators include both new and re-manufactured engineered large bore actuators, ensuring optimal performance and durability even in demanding conditions.

EIM is a well-known brand in the industry, offering a wide range of electric actuators suitable for various applications. EIM electric actuators are known for their reliability, efficiency, and ease of use, making them a popular choice among valve automation professionals.

Manual Gear Valve Actuators

In addition to electric actuators, manual gear valve actuators are also available for situations where electrical power is not accessible or desired. These actuators use a handwheel or lever to manually operate the valve, providing a cost-effective alternative to electric actuators.

When it comes to maintaining and repairing electric actuators, it’s essential to source parts from reputable electric actuator spares manufacturers. By doing so, you can ensure the quality and compatibility of the replacement components, prolonging the life of your actuators.

Before installing or servicing any electric actuator, it’s crucial to consult the relevant documentation provided by the manufacturer. This information typically includes installation instructions, maintenance guidelines, and troubleshooting tips. Additionally, knowing your nearest office location for the actuator manufacturer can be beneficial in case you require technical support or assistance in procuring spare parts.

Rotary Valves (Electric Actuator for Ball Valve, Electric Actuator for Butterfly Valve)

electric actuator for rotary valve butterfly electric actuator for rotary valve ball

Rotary valves include plug valves, ball valves, butterfly valves, and dampers or baffles. These valves need electric actuators with 90-degree rotary operation with the required torque.

Linear Type Valves(Sliding Stem, Electric Actuator for Control Valve)

linear output electric actuator for globe control valves

Linear type valves can be designed by non-rotating lifting stem or rotating non-lifting stem, or they need a multi-turn operation to drive the valve to the open or closed position. sliding stem valves include globe valves, gate valves, knife gate valves, etc. As an alternative, linear output pneumatic or hydraulic cylinders or membrane electric actuators are also can drive the above valves.

Switching Control

The biggest advantage of automatic control valves is that the valves can be operated from a remote location, which means that the operator can sit in the control room and control the production process without the need to be physically present to manually operate the valves on and off. One only needs to lay some piping to connect the control room to the electric actuator, and the drive energy is directly stimulated through the wiring to the electric actuator, usually with a 4-20mA signal to feedback the position of the valve.

Continuous Control

If an electric actuator is required to control parameters such as level, flow, or pressure of a process system, which is a job that requires the electric actuator to act frequently, a 4-20mA signal can be used as the control signal, however, this signal may change as frequently as the process. If required high-frequency action for the electric actuator,  then only select a special electric actuator that can start and stop the frequent action. When multiple electric actuators are required in a process, the installation costs can be greatly reduced by using a digital communication system that connects the individual electric actuators together. Digital communication loops allow for fast and efficient transmission of commands and the collection of information. There are various communication methods such as FOUNDATIONFIELDBUS, PROFIBUS, DEVICENET, HART, and PAKSCAN designed for valve electric actuators. Digital communication systems not only reduce investment costs but also collect a large amount of valve information that is valuable for predictive maintenance procedures for valves.

Most of the above information applies to all kinds of valves, but the focus is different, for example: for butterfly valves, the friction in valve operation is negligible, but for plug valves, this friction value is very large. Different valves have different torque operating curves, for example: for the wedge gate valve, the opening and closing torque are very large, and during other strokes only packing friction and thread friction. When closing, the liquid static pressure acting on the gate increases the seat friction, and eventually, the wedge effect causes the torque to increase quickly until it is closed. Therefore, the change of the torque curve can predict the failure that will occur and can provide valuable information for predictive maintenance.

electric valve actuator manufacturers

There are many electric valve actuator manufacturers globally, but here are a few notable ones:

Auma

A German-based manufacturer that produces electric valve actuators for various industries, including oil and gas, power generation, and water/wastewater treatment.

Rotork

A UK-based company that produces electric valve actuators for various applications, including pipeline, valve automation, and process control.

Emerson

An American-based company that produces electric valve actuators for many industries, including chemical, oil and gas, power, and water treatment.

Flowserve

A US-based company that offers multiple types of electric valve actuators for a range of applications, including oil and gas, water treatment, and pharmaceuticals.

Bernard Controls

A France-based company that primarily produces electric valve actuators for the maritime industry.

Belimo

A Swiss-based company that specializes in electric valve actuators for HVAC systems.

These manufacturers are just a few of the many options available in the market. When choosing an electric valve actuator manufacturer, it is important to consider factors such as quality, reliability, and compatibility with your specific valve and application.

8 Considerations During Selection of Electric Actuator for Valves

Electric actuators are mechanical and electronic components devices which commonly used in industrial applications such as water treatment plants, chemical processing facilities, power generation, oil refineries, and other industries. Here are 8 considerations you should be careful about in the selection of electric actuators.

1. Operating Torque

Operating torque is the most important parameter for selecting a valve electric actuator device, the electric actuator output torque should be 1.2 to 1.5 times the maximum torque of the valve operation.

2. Operating Thrust

The mainframe structure of the valve electric device has two types: one is not configured with a thrust disk, it’s output torque directly.  The other is configured with a thrust disk, the output torque is converted to output thrust through the stem nut in the thrust disk.

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3. The Number of Turns of The Output Shaft

The number of turns of the output shaft of the valve electric device is related to the nominal diameter of the valve, stem thread pitch, and thread head, to be calculated according to M = H / ZS (M is the total number of turns that the electric actuator should meet, H is the valve opening height, S is the stem drive thread pitch, Z is the number of stem thread head).

4. Stem Diameter

For a multi-turn type rising stem valve, if the electric device allows the maximum stem diameter to pass through the stem of the matched valve, it can not be assembled into an electric valve. so the inner dimension of the output shaft for the electric actuator should be larger than the outer diameter of the valve stem. For part of the rotary valve and multi-turn valve in the non-rising stem valve, although do not have to consider the stem diameter, in the matching should also consideration to the stem diameter and the size of the keyway, so that the assembly can work smoothly.

5. Output Speed

If the valve opening and closing speed are too fast, there is a risk of a water strike phenomenon. So, it is necessary to choose a suitable opening and closing speed based on various conditions.

6. Motor

After the determined all specification, then its control torque is also determined. Generally running in the predetermined time, the motor will not exceed the load.

7. Control Model

The valve electric actuator is divided into switching type and regulating type, regulating actuator signal is also divided into current signal and voltage signal.

8. Power Voltage

The general electric actuator voltage is AC220V, AC380V, DC24V, etc.

In Conclusion

thinktank stone valve manufacturer

When selecting an electric actuator, the main considerations are the movement type of the actuator output shaft, the output torque (or thrust), the control mode (input/output signal), the protection class, the installation space, etc., THINKTANK as a control valve manufacturer, we always use well-known brands of electric actuators to ensure the best performance of our control valves. Should you have any questions, just feel free to contact our representative to consult more information.

How to Select a Valve Actuator: Types, Sizing, Safety, More

Valve actuators are a type of control valve, and there are many options available to meet plant-wide and individual automation requirements. While simple in concept, consisting of a box with an input, output, and a mechanism to operate a valve, there are actually quite a few considerations in choosing the right valve actuator. And because the valve actuator plays a more significant role in a valve’s overall performance in the control loop, it’s a decision that engineers shouldn’t take lightly.

Image via Wikimedia Commons

In this guide, we’ll discuss the two primary types of valve operation, types of valve actuators, important valve actuator functions, valve sizing information, and the key considerations in selecting the right valve actuator. Use the links below to navigate to a specific section:

Types of Valve Operation

There are dozens of types of control valves. From the perspective of a valve actuator, however, there are two primary types of valve operation. Understanding how a valve operates is the first step in choosing the appropriate actuator.

  • Rotary (Quarter-Turn) Operation – This includes plug valves, ball valves, and butterfly valves. Quarter-turn dampers would also fall into this category. These types of valves are generally easier to fit with the appropriate actuator as the operation is relatively simple, requiring a 90-degree rotation at the appropriate torque.
  • Multi-Turn Operation – This group of valves have either rising non-rotating stems or non-rising rotating stems and require multiple turns to move the valve closure element from the open to the closed position. Some examples of the types of valves found in this group include globe valves, knife gates, gate valves, sluice gates, and others.

Types of Valve Actuators

Just as there are many types of valves, there are several specific types of valve actuators. Most, however, fall into a few common categories, based on the type of power applied and the type of movement required:

  • Pneumatic and hydraulic actuators (fluid power) – quarter-turn – These types of actuators are versatile and can be used where electric power isn’t readily available or in applications in which simplicity and reliability are prioritized. They also have a wide range of capabilities, from smaller actuators delivering a few inch pounds of torque to the largest actuators, which can deliver a million inch pounds of torque or more. Most pneumatic and hydraulic actuators use a cylinder coupled with some mechanism that turns the linear motion generated in the cylinder to the quarter-turn motion required for valve operation. Adding an opposing spring allows for positive shut-down in emergencies.
  • Pneumatic and hydraulic actuators (fluid power) – multi-turn – When multi-turn output is required for operating a linear-type valve, such as a gate valve or a globe valve, fluid power actuators are a common solution. While electric actuators are often used for these types of valves, pneumatic and hydraulic actuators are viable options for applications in which electricity isn’t readily available.
  • Electric actuators – multi-turn – These types of valves are among the most common and the most dependable. They’re capable of quickly operating some of the largest valves, and they’re powered by a single or three-phased electric motor that drives a combination of level gears and spurs. Subsequently, these gears and spurs drive a stem nut, which engages the stem of the valve to open or close it. They often include a declutching mechanism and a hand wheel that allows for manual operation in the event of a power failure.
  • Electric actuators – quarter-turn – Similar in design to multi-turn electric actuators, the primary difference is that the final element is positioned in one quadrant offering 90 degrees of rotation. These types of actuators are compact and often used in smaller valves, and because they have lower power requirements, they can be configured with an emergency power supply (such as a battery) for fail-safe operation.
  • Manual actuators – Manual actuators use levers, wheels, and/or gears to facilitate movement. Manual actuators differ from automatic actuators, as automatic actuators have an external power source providing the force and motion needed to operate a valve automatically or remotely. For many valves, manual operation isn’t an option, either because the application includes valves in remote pipelines or due to the sheer force required for operation. Additionally, manual actuators aren’t a practical solution for valves located in toxic or hostile environments, and they’re not as useful in applications requiring the safety precaution of allowing for immediate shutdown.

Screenshot via Valve-World.net

Pneumatic and hydraulic actuators are described together and operate similarly; however, they differ slightly in how the cylinder is moved. Hydraulic actuators move the cylinder with an incompressible liquid from a pump, while pneumatic actuators move the cylinder using pressurized air. Pneumatic actuators aren’t as practical for large equipment that requires large bore cylinders because of compressed air consumption.

Hydraulic actuators, on the other hand, can have a higher cost per unit compared to pneumatic and electric actuators. They also tend to leak fluid, and they require a variety of companion parts including motors, pumps, release valves, fluid reservoirs, heat exchangers, and noise-reduction equipment.

Valve actuators can also be categorized as diaphragm actuators, direct-acting and reverse-acting actuators, direct-acting diaphragm actuators, field-reversible multi-spring actuators, and piston actuators, although there are other types as well.

Important Valve Actuator Functions

All valve actuators must perform several functions including:

  • Moving the valve closure member to the appropriate location. A closure member is typically a plug, disc, or ball, and an actuator must have enough force to move it even in difficult or undesirable conditions. Additionally, it has to be fitted with the necessary controls to direct it.
  • Holding the valve closure member in position. Once in the desired position, a valve actuator must be able to hold it in place. In some applications, such as throttling applications, this requires a robust spring or fluid power or mechanical stiffness to keep the closure member securely in place.
  • Seating the valve with enough torque to meet desired shutoff specifications. Some types of valves may require special accessories for actuator sizing to sustain enough torque to maintain closed positions.
  • Having a failure mode. A failure mode needs to occur in the event of a system failure. Depending on the application, failure mode may be as-is, fully closed, or fully open.
  • Having the proper rotational value. Some valves require a certain amount of rotation, often 90 or 180 degrees. Multi-ported valves often require more than 90 degrees of rotation, and electric actuators are usually preferred for applications requiring rotation of greater than 180 degrees, as they’re not limited in rotation mechanically.
  • Providing the right operating speed. The cycle speed of an actuator can be regulated with control circuit elements, but cycle speeds less than half of the typical actuator cycle time require careful valve selection. Specially prepared pneumatic actuators may be required for high cycle speeds without risking damage to valve parts.

Considerations in Choosing a Valve Actuator

Now that we’ve covered the basic types of valves and valve actuators, as well as the main functions valve actuators must perform, there are a few important considerations to weigh when selecting the appropriate actuator for your application. There are a variety of factors to consider, ranging from usage factors, to sizing, supply pressure requirements, safety and reliability, cost considerations, and more.

Usage Factors

Usage factors are a significant considerations in selecting the right valve actuator.  These factors include:

  • Compatibility – What power source is available? As discussed above, electric actuators, by nature, require electricity to operate. If there is no readily available source of electricity, a pneumatic or hydraulic valve actuator is the logical choice. Pneumatic actuators require an air supply between 40 and 120 psi. Higher pressures can be difficult to come by, and lower pressures will require a diaphragm or piston with a larger diameter in order to achieve the necessary torque. Electric actuators require a power supply of 110 VAC, but valve actuators can be purchased with DC and AC motors in other sizes.
  • Temperature Range – Pneumatic actuators can operate in temperatures ranging from -4 to 150° F (-20 to 70°C), or in some cases in the range of -40 to 250°F (-40 to 121°C), provided the right seals, grease, and bearings are in place. Electric actuators can operate in temperatures ranging from -40 to 150°F (-40 to 65°C).
  • Hazardous Areas – Pneumatic actuators are often preferred in hazardous or toxic environments due to their explosion-proof nature, but if there’s a lack of compressed air or a pneumatic actuator is unable to meet other operating specifications, electric actuators may be used. Electric actuators used in hazardous environments must have an NEMA VII enclosure to protect it from explosions. NEMA guidelines are discussed in more detail below.

NEMA Guidelines

The National Electric Manufacturers Association (NEMA) has established guidelines on the construction and installation of electric valve actuators in hazardous areas. This guideline states:

VII Hazardous Location Class I (Explosive Gas or Vapor)

Meets application requirements of National Electric Code; conforms with specifications of Underwriters’ Laboratories, Inc. used for atmosphere containing gasoline, hexane, naphtha, benzene, butane, propane, acetone, benzol, lacquer-solvent vapors, natural gas.

Most manufacturers of electric valve actuators offer NEMA VII-compliant versions of their standard products to meet the requirements for hazardous applications. In some cases, a more cost-effective option is to use electric controls with pneumatic valve actuators. However, when feasible, pneumatic actuators are generally the safer and more practical choice.

Sizing and Force

Force refers to the torque requirement of the valve, meaning the amount of force required to move the valve from the open to the closed position. In a sliding stem valve, the force required would be a linear push-and-pull force; multi-turn or part-turn valves require a rotary force. Determining the amount of force required depends on a number of factors such as:

  • Minimum and maximum supply pressure
  • Actuator type
  • Fail mode
  • Valve torque

The size and design of the valve and the differential pressure across the valve are also considerations, as well as the stem packing friction, media temperature, and the mechanical characteristics of both the valve and the valve stem. Note that for quarter-turn valves, it’s not possible to calculate the valve’s torque demand accurately. Instead, physical measurement of each valve size under various differential pressure conditions is required.

Screenshot via Sizing and Selection of Actuators for Valves, SlideShare

Due to the complexity involved in properly sizing valve actuators, it’s imperative that actuators are sized by technically trained experts. Simply opting for an oversized actuator isn’t a safeguard, either; an oversized valve actuator can damage the stem of the valve (unless additional components such as relief valves are used), plus it’s wasteful spending. An undersized actuator simply won’t be able to operate the valve on demand, which is particularly important in Emergency Shutdown Valves (ESDVs).

Minimum and maximum supply pressure are among the most important sizing factors to consider. Normal pressure, a metric often provided, should never be used to size an actuator. An actuator must be able to develop enough torque to operate the valve at the minimum supply pressure, ensuring that it functions properly even when supply pressure is at its lowest point. Maximum pressure must also be considered, as it’s imperative that the actuator be able to handle the maximum potential pressure safely. Regulators and relief valves may be used in applications in which the actuator is oversized or unable to handle the maximum supply pressure safely.

Speed

The speed of operation required dictates the power requirements of the actuator. It takes more power to perform an operation (such as fully opening or closing a valve) in less time, for instance.

Pneumatic actuators have an advantage in that it’s easier to control their speed. The easiest way to implement speed control in a pneumatic actuator is to fit it with a needle valve, or a variable orifice, at the air pilot exhaust port. Electric actuators have geared motors and therefore it’s difficult (impossible, really) to control the speed of these actuators without making gear adjustments. Pulsing circuits can be added in some cases to allow for slower operation.

Image via Wikipedia

For electric actuators, the required operating speed determines the motor power required. For fluid power actuators (pneumatic and hydraulic actuators), the required operating speed determines the necessary size of supply and exhaust lines in addition to the size of the direction control valve.

Frequency of Movement

The frequency of operation (or duty) impacts mechanical drive durability and the robustness of the controller. Obviously, valves that operate infrequently (such as isolating or regulating duty valves) mean less wear and tear on mechanical components and controls. Other valves, however, such as modulating process valves, operate on a near-constant or continuous basis, requiring a more durable valve and actuator assembly.

Actuator capability is generally defined as a specified number of starts per hour. According to the ISA Guidelines for the Specification of Electric Valve Actuators, “The reversing contactor as standard should be rated for a minimum of 60 motor starts per hour. Optional solid state reversing contactors should be electrically interlocked and be available for high rate modulating service and rated for minimum of 1200 starts per hour.”

Screenshot via Indelac Controls, Inc.

Another general rule of thumb is based on the duty cycle:

  • Isolation – the valve operates only a few times per day
  • Regulating – 30 to 60 starts per hour
  • Modulating – 600 to 1,800 starts per hour

Safety

In certain applications, such as hazardous environments, guidelines such as NEMA VII aim to improve safety by requiring certain precautions for different types of actuators. Safety should always be a consideration when selecting a valve actuator, and when possible, the safest and most reliable option based on the application specifications should be used. An actuator should be able to maintain the fail-safe position should a fire break out, for example.

However, in some situations, the ideal actuator can’t be used due to mitigating circumstances. When a different type of actuator must be used than the most ideal solution, there are often additional components that can be added to improve safety and meet regulatory specifications.

Image via Wikimedia Commons

For example, pneumatic actuators can be stalled indefinitely without issue, but electric actuators cannot be stalled without risking damage to the motor due to excessive current generating heat in the motor. To protect the device, torque switches or heat and current sensors can be used.

Spring returns, or fail-safe options, are another safety component often specified in process industries. Spring returns drive the valve to a pre-determined safe position in the event of a power or signal failure. With pneumatic actuators, this is both a practical and inexpensive option. Accumulator tanks may be installed to store air pressure when spring returns cannot be used (which is sometimes the case with large or heavy actuators).

Most electric actuators aren’t available with a spring-return option, but a battery backup is often a viable fail-safe option for these actuators. Or, an electro-hydraulic actuator may be used to achieve spring-return functionality, requiring only an electric power supply. This is done by energizing a hydraulic pump which pressurizes a spring-return cylinder, driving the actuator to the original position in the event of a power failure.

Cost

All of the factors discussed above impact the cost of a valve actuator. In general, the greater the torque required, the more power necessary for operation, the larger and more expensive the actuator. While selecting the proper valve actuator for the application, including any additional components required for safe and desirable operation, may mean higher upfront costs, the final configuration will benefit from greater reliability and durability. Writing clear and unambiguous technical specifications, being diligent about quality control, and ensuring adequate supplier qualifications are essential steps in procuring the right actuator for your application.

The wrong actuator won’t just fail to adequately operate the valve but can lead to damage to the valve stem and the valve itself, as well as introduce unnecessary safety risks. Choosing the right valve actuator means fewer unexpected shutdowns and less frequent actuator and valve replacements, and ultimately lower long-term costs.

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