| Fail-Safe Function | Valve response when instrument air or control power is lost | Define fail-open, fail-closed, or fail-in-place behavior according to the process hazard analysis | Helps prevent uncontrolled flow, pressure release, overheating, or loss of containment during an upset | Functional test records, cause-and-effect documentation, and actuator data sheet | Critical |
| Pressure and Temperature Rating | Maximum operating pressure, temperature, differential pressure, and pressure class | Rated limits should exceed the process design conditions with an appropriate engineering margin | Reduces the risk of body deformation, seat damage, leakage, or premature failure | Pressure-temperature chart, material certificates, and design calculations | Critical |
| Leakage Performance | Internal shut-off and external stem or body leakage | Select a documented leakage class suitable for the service; soft seats are often used where tight shut-off is required | Limits product loss, emissions, contamination, and safety exposure | Seat leakage test report and applicable standard or test method | Critical |
| Material Compatibility | Compatibility of body, trim, seat, seals, and fasteners with the process fluid | Confirm resistance to corrosion, erosion, chemical attack, temperature, and cleaning agents | Incorrect materials can cause swelling, cracking, corrosion, particle generation, or rapid seat wear | Material list, chemical compatibility statement, and certificates of conformity | Critical |
| Actuator Sizing | Available air pressure, required torque or thrust, stroke time, and cycling frequency | Size the actuator for the maximum differential pressure and include a documented safety factor | Prevents incomplete travel, stalling, excessive wear, and unreliable emergency operation | Actuator sizing calculation, torque chart, and air-consumption data | Critical |
| Air Quality Requirements | Instrument-air cleanliness, moisture, oil content, and filtration | Follow the equipment specification and the applicable compressed-air quality requirements; provide suitable filtration and regulation | Contaminated or wet air can damage pneumatic components and cause sticking or slow response | Air-quality specification, filter-regulator recommendation, and maintenance instructions | High |
| Position Feedback | Open, closed, intermediate-position, and valve travel indication | Use limit switches, proximity sensors, or position transmitters when remote confirmation is required | Provides reliable feedback for interlocks, alarms, sequencing, and preventive maintenance | Wiring diagram, switch specifications, and proof-test procedure | High |
| Maintenance Access | Ease of replacing seats, seals, actuator parts, and accessories | Prefer a serviceable design with replaceable wear components and clear disassembly instructions | Shortens planned downtime and reduces the risk of incorrect reassembly | Exploded-view drawing, spare-parts list, torque values, and maintenance manual | High |
| Cleaning and Drainage | Dead legs, drainability, surface condition, and cleanability of wetted areas | For hygienic service, specify suitable surface finish, drainable geometry, and compatible elastomers | Helps reduce product retention, contamination, microbial growth, and cleaning time | Internal geometry drawing, surface-finish data, and cleaning compatibility information | High |
| Cycle-Life Capability | Expected operating cycles, cycle frequency, and wear behavior under actual service conditions | Require cycle testing or a documented service-life estimate for the intended pressure, temperature, and media | Improves availability and supports realistic spare-parts planning | Endurance-test summary, cycle rating, and recommended inspection interval | High |
| Compliance Documentation | Applicable pressure, machinery, electrical, functional-safety, and hygienic requirements | Match documentation to the installation location, process risk, and local regulatory requirements | Supports safe commissioning, audits, traceability, and acceptance testing | Declaration of conformity, certificates, drawings, manuals, and test records | Critical |
| Supplier Technical Support | Application engineering, sizing assistance, troubleshooting, and commissioning support | Choose a supplier that provides responsive technical communication and complete engineering data | Reduces selection errors and speeds resolution of installation or operating problems | Technical support process, response-time commitment, and commissioning checklist | High |
| Spare Parts Availability | Availability of seats, seals, actuators, solenoids, sensors, and repair kits | Confirm standard part numbers, expected lead times, storage life, and interchangeability | Limits outage duration and prevents replacing complete valve assemblies unnecessarily | Recommended spare-parts schedule, lead-time statement, and storage guidance | High |
| Total Cost of Ownership | Purchase price, air consumption, maintenance labor, downtime, and replacement costs | Compare lifecycle cost rather than purchase price alone | A lower initial price may result in higher operating costs or more frequent maintenance | Lifecycle-cost estimate, air-consumption data, warranty terms, and service schedule | Medium |
| Factory Acceptance Testing | Verification of operation, leakage, accessories, fail position, and documentation before shipment | Define acceptance criteria and test records in the purchase specification | Identifies defects before installation and provides a baseline for future maintenance | Inspection and test plan, test certificates, calibration records, and punch-list closure | High |