| Body material | Confirm whether the body is gray cast iron or ductile iron, and check the stated material grade. | Choose a material suitable for the fluid, pressure, temperature, and external environment. Ductile iron generally has greater toughness than gray iron, but the valve’s published ratings and service limits govern selection. | Check the body and end connections for damage before installation. Do not use a valve with cracks, impact damage, or distorted flanges. |
| Pressure and temperature | Review the manufacturer’s pressure–temperature rating for the complete valve, including body, trim, and seats. | Select a valve whose rating covers the maximum operating conditions and foreseeable surges. Do not infer the valve rating from the pipe class or body material alone. | Keep operating conditions within the documented limits. Consider pressure spikes, temperature changes, and the effects of the conveyed fluid. |
| Applicable standards | Check the specified design, inspection, testing, flange, and face-to-face standards. | Use standards that match the valve type and service. ASME B16.1 covers cast-iron pipe flanges and flanged fittings; ASME B16.10 covers face-to-face and end-to-end dimensions for covered valves. ISO 5208 and API 598 address pressure testing of metallic valves within their respective scopes. Confirm the edition and applicability with the supplier and project specification. | Verify that the valve’s flange drilling, dimensions, and test documentation match the connected equipment and project requirements. |
| Fluid and seat materials | Identify the fluid, concentration, suspended solids, cleanliness, and required seat or seal material. | Confirm chemical and temperature compatibility for all wetted materials. A material suitable for water may not be suitable for oils, solvents, acids, or other process fluids. | Flush the line before commissioning where appropriate. Debris can damage seats and cause leakage or difficult operation. |
| Valve size and flow | Compare nominal pipe size, valve port design, flow coefficient, and expected flow rate. | Choose a full-port or reduced-port design based on flow capacity, pressure drop, and space requirements. A valve’s nominal size alone does not establish its flow capacity. | Install in the orientation permitted by the valve instructions and provide enough clearance for the handle or actuator to operate fully. |
| End connections | Confirm flange standard, pressure class, facing, bolt pattern, and gasket requirements. | Ensure both mating ends are compatible. For flanged cast-iron connections, verify the applicable flange dimensions and rating rather than assuming that similar nominal sizes will fit. | Align piping without forcing the valve into position. Tighten bolts evenly using the specified procedure; avoid excessive loads on the valve body. |
| Operating purpose | Determine whether the valve is intended for on/off isolation or frequent adjustment. | Ball valves are generally used for open/close service. Use a valve specifically rated for throttling if flow regulation is required. | Move the valve through its full travel as directed. Do not force the handle or actuator against a mechanical stop. |
| Installation location | Check access, support, environmental exposure, and the manufacturer’s flow-direction or orientation instructions. | Choose a location that allows safe operation and inspection. Protect the valve from loads caused by unsupported pipework, vibration, freezing, or corrosive surroundings. | Support adjoining pipework independently where needed. Isolate and depressurize the line before installation, adjustment, or service. |
| Testing and documentation | Request the applicable pressure-test and inspection records, material details, and operating limits. | Confirm that testing was performed to the standard and acceptance criteria required by the project. A test standard does not by itself confirm suitability for every application. | After installation, check joints and operation using the site’s approved commissioning procedure. Follow applicable safety rules and avoid exceeding the valve’s rated test pressure. |
| Maintenance plan | Review the valve design, service conditions, inspection access, and any manufacturer-recommended maintenance interval. | Set inspection frequency according to operating conditions, criticality, and observed performance rather than assuming a universal interval. | Inspect for external leakage, corrosion, damage, and abnormal operating torque. Follow the manufacturer’s instructions for seat, seal, and actuator service; depressurize and drain the line before disassembly. |