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Valve Sizing
Te chnic al Bulletin

Scope Flow Calculation Principles


Valve size often is described by the nominal size of the end The principles of flow calculations are illustrated by the
connections, but a more important measure is the flow that common orifice flow meter (Fig. 1). We need to know only the
the valve can provide. And determining flow through a valve size and shape of the orifice, the diameter of the pipe, and
can be simple. the fluid density. With that information, we can calculate the
This technical bulletin shows how flow can be estimated flow rate for any value of pressure drop across the orifice (the
well enough to select a valve size—easily, and without difference between inlet and outlet pressures).
complicated calculations. Included are the principles of flow For a valve, we also need to know the pressure drop and
calculations, some basic formulas, and the effects of specific the fluid density. But in addition to the dimensions of pipe
gravity and temperature. Also given are six simple graphs for diameter and orifice size, we need to know all the valve
estimating the flow of water or air through valves and other passage dimensions and all the changes in size and direction
components and examples of how to use them. of flow through the valve.
However, rather than doing complex calculations, we use the
Sizing Valves valve flow coefficient, which combines the effects of all the
The graphs cover most ordinary industrial applications—from flow restrictions in the valve into a single number (Fig. 2).
the smallest metering valves to large ball valves, at system
pressures up to 10 000 psig and 1000 bar.
The water formulas and graphs apply to ordinary liquids—and Pressure drop
Pipe
not to liquids that are boiling or flashing into vapors, to slurries diameter
(mixtures of solids and liquids), or to very viscous liquids.
The air formulas and graphs apply to gases that closely Orifice diameter
follow the ideal gas laws, in which pressure, temperature, Orifice Fluid density
and volume are proportional. They do not apply to gases or shape
vapors that are near the pressure and temperature at which
they liquefy, such as a cryogenic nitrogen or oxygen.
Fig. 1. The flow rate through a fixed orifice can be calculated from
For convenience, the air flow graphs show gauge pressures, the meter dimensions of pipe diameter and orifice size and shape.
whereas the formulas use absolute pressure (gauge pressure
plus one atmosphere). All the graphs are based on formulas
adapted from ISA S75.01, Flow Equations for Sizing Control
Valves.1 Pressure drop

Safe Product Selection


Valve
When selecting a product, the total system design must passage
be considered to ensure safe, trouble-free performance. Pipe size
diameter Size
Function, material compatibility, adequate ratings, changes
proper installation, operation, and maintenance are the Fluid
responsibilities of the system designer and user. density
Direction
changes

Fig. 2. Calculating the flow rate through a valve is much more


complex. The valve flow coefficient (Cv) takes into account all
the dimensions and other factors—including size and direction
changes—that affect fluid flow.
 Valve Sizing

Fig. 3. Valve manufacturers determine flow p1 p2


coefficients by testing the valve with water
using a standard ISA test method. �p

Flow meter Test valv e Flow control


valve

Flow control
valve

Standard distances
from test valve

Minimum lengths of straight pipe

Valve manufacturers determine the valve flow coefficient Liquid Flow


by testing the valve with water at several flow rates, using a Because liquids are incompressible fluids, their flow rate
standard test method2 developed by the Instrument Society of depends only on the difference between the inlet and outlet
America for control valves and now used widely for all valves. pressures (Dp, pressure drop). The flow is the same whether
Flow tests are done in a straight piping system of the same the system pressure is low or high, so long as the difference
size as the valve, so that the effects of fittings and piping size between the inlet and outlet pressures is the same. This
changes are not included (Fig. 3). equation shows the relationship:

�p
q = N1Cv
Gf
Symbols Used in Flow Equations
Cv = flow coefficient �p = p1 – p2
Gf
q = flow rate
p1 = inlet pressure
p1 p2
p2 = outlet pressure q
Dp = pressure drop (p1 – p2) Cv
Gf = liquid specific gravity (water = 1.0)
Gg = gas specific gravity (air = 1.0) The water flow graphs (pages 6 and 7) show water flow as a
function of pressure drop for a range of Cv values.
N1, N2 = constants for units
T1 = absolute upstream temperature: Gas Flow
K = °C + 273 Gas flow calculations are slightly more complex, because
°R = °F + 460 gases are compressible fluids whose density changes with
pressure. In addition, there are two conditions that must be
Note: p1 and p2 are absolute pressures for gas flow. considered—low pressure drop flow and high pressure drop
flow.
Valve Sizing 

Low and High Pressure Drop Gas Flow

The basic orifice meter illustrates Low pressure drop


the difference between high and low
pressure drop flow conditions. p1 p2
In low pressure drop flow—when outlet
pressure (p2) is greater than half of inlet p2 > 1/2p1
pressure (p1)—outlet pressure restricts q
flow through the orifice: as outlet
pressure decreases, flow increases,
and so does the velocity of the gas
leaving the orifice.
When outlet pressure decreases to half Maximum flow
of inlet pressure, the gas leaves the
orifice at the velocity of sound. The gas p1 p2
cannot exceed the velocity of sound
and—therefore—this becomes the p2 = 1/2p1
maximum flow rate. The maximum flow
rate is also known as choked flow or q
critical flow.
Any further decrease in outlet pressure
does not increase flow, even if the
outlet pressure is reduced to zero.
Sonic flow
Consequently, high pressure drop flow High pressure drop
only depends on inlet pressure and not
outlet pressure. p1 p2

p2 < 1/2p1
q

This equation applies when there is low pressure drop pressure does not increase the flow because the gas has
flow—outlet pressure (p2) is greater than one half of inlet reached sonic velocity at the orifice, and it cannot break that
pressure (p1): “sound barrier.”
The equation for high pressure drop flow is simpler because
2�p
(
q = N2Cv p1 1 –
3p1
) �p
p1GgT 1
it depends only on inlet pressure and temperature, valve flow
coefficient, and specific gravity of the gas:

q = 0.471 N2Cv p1 1
p2 > 1/2p1
GgT 1
Gg T 1 p1 p2
p2 < 1/2p1
q
Cv Gg T 1 p1 p2
The low pressure drop air flow graphs (pages 8 and 9) show q
low pressure drop air flow for a valve with a Cv of 1.0, given Cv
as a function of inlet pressure (p1) for a range of pressure
drop (Dp) values. The high pressure drop air flow graphs (pages 10 and 11)
When outlet pressure (p2) is less than half of inlet pressure show high pressure drop air flow as a function of inlet
(p1)—high pressure drop—any further decrease in outlet pressure for a range of flow coefficients.
 Valve Sizing

+80

Change in specific gravity


Fig. 4. For most common liquids, the
+60 Change in flow rate
effect of specific gravity on flow is less
than 10 %. Also, most high-density
liquids such as concentrated acids and +40

Percent change
bases usually are diluted in water and—
consequently—the specific gravity of the +20
mixtures is much closer to that of water
than to that of the pure liquid.
0

–20

–40
Ether Alcohol Oils Nitric acid Sulfuric acid

+80

Fig. 5. For common gases, the specific +40


gravity of the gas changes flow by less
than 10‑% from that of air. And just as
with liquids, gases with exceptionally
Percent change

0
high or low densities often are mixed
with a carrier gas such as nitrogen, so
that the specific gravity of the mixture is –40
close to that of air.
Change in specific gravity
–80 Change in flow rate

–120
Hydrogen Natural gas Oxygen Argon Carbon
dioxide

Effects of Specific Gravity Figure 4 shows how the significance of specific gravity on
The flow equations include the variables Gf and Gg—liquid liquid flow is diminished by taking its square root. Only if the
specific gravity and gas specific gravity—which are the specific gravity of the liquid is very low or very high will the
density of the fluid compared to the density of water (for flow change by more than 10 % from that of water.
liquids) or air (for gases). The effect of specific gravity on gases is similar. For example,
However, specific gravity is not accounted for in the graphs, the specific gravity of hydrogen is 93 % lower than that of air,
so a correction factor must be applied, which includes the but it changes flow by just 74 %. Carbon dioxide has a specific
square root of G. Taking the square root reduces the effect gravity 53 % higher than that of air, yet it changes flow by only
and brings the value much closer to that of water or air, 1.0. 24 %. Only gases with very low or very high specific gravity
change the flow by more than 10 % from that of air.
For example, the specific gravity of sulfuric acid is 80 %
higher than that of water, yet it changes flow by just 34 %. Figure 5 shows how the effect of specific gravity on gas flow
The specific gravity of ether is 26 % lower than that of water, is reduced by use of the square root.
yet it changes flow by only 14 %.
Effects of Temperature
Temperature usually is ignored in liquid flow calculations
because its effect is too small.
Temperature has a greater effect on gas flow calculations,
because gas volume expands with higher temperature and
Valve Sizing 

Temperature, C
–40 0 +40 +80 +120 +160 +200
+20

+10

Change in flow rate


Fig. 6. Many systems operate in the
Percent change

0
range –40°F (–40°C) to +212°F (+100°C).
Within this range, temperature changes
–10 affect flow by little more than 10‑%.

–20

–30
–40 0 +100 +200 +300 +400

Temperature, F

Such applications are beyond the scope of this document,


Numerical Constants for Flow Equations but the ISA standards S75.01 and S75.02 contain a complete
set of formulas for sizing valves that will be used in a variety
Constant Units Used in Equations of special services, along with a description of flow capacity
N q p T1 test principles and procedures. These and other ISA
publications are listed in the references. Also, most standard
N1 . . . . . 1.0 U.S. gal/min psia — engineering handbooks have sections on fluid mechanics.
0.833 Imperial gal/min psia — Several of these are given in the references, as well.
14.42 L/min bar —
14.28 L/min kg/cm2 — Cited References
N2 . . . 22.67 std ft3/min psia °R 1. ISA S75.01, Flow Equations for Sizing Control
6950 std L/min bar K Valves, Standards and Recommended Practices for
Instrumentation and Control, 10th ed., Vol. 2, 1989.
6816 std L/min kg/cm2 K
2. ISA S75.02, Control Valve Capacity Test Procedure,
Standards and Recommended Practices for
Instrumentation and Control, 10th ed., Vol. 2, 1989.

contracts with lower temperature. But—similar to specific Other References


gravity—temperature affects flow by only a square-root
L. Driskell, Control-Valve Selection and Sizing, ISA, 1983.
factor. For systems that operate between ­–40°F (–40°C) and
+212°F (+100°C), the correction factor is only +12 to –11 %. J.W. Hutchinson, ISA Handbook of Control Valves, 2nd ed.,
ISA, 1976.
Figure 6 shows the effect of temperature on volumetric flow
over a broad range of temperatures. The plus-or-minus Chemical Engineers’ Handbook, 4th ed., Robert H. Perry,
10 % range covers the usual operating temperatures of most Cecil H. Chilton, and Sidney D. Kirkpatrick, Ed., McGraw-Hill,
common applications. New York.
Instrument Engineers’ Handbook, revised ed., Béla G. Lipták
Other Services and Kriszta Venczel, Ed., Chilton, Radnor, PA.
As noted above, this technical bulletin covers valve sizing Piping Handbook, 5th ed., Reno C. King, Ed., McGraw-Hill,
for many common applications and services. What about New York.
viscous liquids, slurries, or boiling and flashing liquids? Standard Handbook for Mechanical Engineers, 7th ed.,
Suppose vapors, steam, and liquefied gases are used? How Theodore Baumeister and Lionel S. Marks, Ed., McGraw-Hill,
are valves sized for these other services? New York.
 Valve Sizing Water flow, U.S. gallons per minute
Water Flow—U.S. Units
10 000
8000
6000

4000
3000

2000

Cv = 0.0005
Cv
1000
800 0.0010
600
0.0025
400
300 0.0050
200 0.010

100
0.025
80
0.050
60
0.10
40
30
0.25
20
Pressure Drop, psi

10
0.001 0.002 0.003 0.006 0.01 0.02 0.03 0.04 0.06 0.08 0.1 0.2 0.3 0.4 0.6 0.8 1.0 2.0

1000
800
600
0.10
400
300 0.25
200
0.50

1.0
100
80
60 2.5

40 5.0
30
10
20

25
10
8 50
6
100
4
3 250
2

1
1 2 3 4 6 8 10 20 30 40 60 80 100 200 300 400 600 800 1000

Flow, U.S. gal/min

Example:
■ Enter the vertical scale with the pressure drop across the valve (Dp = 60 psi).
■ Read across to the desired flow rate (q = 4 U.S. gal/min).
■ The diagonal line is the desired Cv value (Cv = 0.50).
Valve Sizing 
Water flow, liters per minute
Water Flow—Metric Units
1000
800
600

400
300

200

100 Cv = 0.0005
80
60 0.0010

40
0.0025
30
0.0050
20
0.010

10
8 0.025
6 0.050
4
0.10
3

2 0.25
Pressure Drop, bar

1
0.004 0.006 0.01 0.02 0.03 0.04 0.06 0.01 0.2 0.3 0.4 0.6 0.8 1.0 2.0 3.0 4.0 6.0

100
80
60
0.10
40
30 0.25

20
0.50

1.0
10
8
6 2.5

4 5.0
3
10
2

25
1.0
0.8 50
0.6
100
0.4
0.3 250
0.2

0.1
4 6 8 10 20 30 40 60 80 100 200 300 400 600 800 1000 2000 3000 4000

Flow, L/min

Example:
■ Enter the vertical scale with the pressure drop across the valve (Dp = 30 bar).
■ Read across to the desired flow rate (q = 0.2 L/min).
■ The diagonal line is the desired Cv value (Cv = 0.0025).
 Valve Sizing
Low pressure air drop flow, standard cubic feet per minute
Low Pressure Drop Air Flow—U.S. Units

3000

2000

250 psi

500 psi
100 psi
1000

800 50 psi

600
25 psi

400
Inlet Pressure, psig

10 psi
300

�p = 5 psi

200

High pressure drop flow

100

80

60

40

30

20
10 20 30 40 50 60 80 100 200 300 400 500 600 800 1000

Flow, std ft3/min

Example:
■ Enter the vertical scale with the inlet pressure at the valve (p1 = 200 psig).
■ Read across to the diagonal line for the pressure drop across the valve (Dp = 25 psi).
■ Read down to the horizontal scale for the flow rate through a valve with a Cv of 1.0 (q = 65 std ft3/min).
■ Multiply that flow rate by the valve Cv to determine the actual flow rate.
Valve Sizing 
Low pressure air drop flow, standard liters per minute
Low Pressure Drop Air Flow—Metric Units
200

25 bar

10 bar

100
5 bar
80

2.5 bar
60

50
1.0 bar

40

0.50 bar
30
Inlet Pressure, bar

�p = 0.25 bar
20

High pressure drop flow

10

2
300 400 600 800 1000 2000 3000 4000 6000 8000 10 000 20 000 30 000

Flow, std L/min

Example:
■ Enter the vertical scale with the inlet pressure at the valve (p1 = 100 bar).
■ Read across to the diagonal line for the pressure drop across the valve (Dp = 1 bar).
■ Read down to the horizontal scale for the flow rate through a valve with a Cv of 1.0 (q = 4000 std L/min).
■ Multiply that flow rate by the valve Cv to determine the actual flow rate.
10 Valve Sizing
High pressure drop air flow, standard cubic feet per minute
High Pressure Drop Air Flow—U.S. Units
3000

2000

1000
800
CvC=v 0.0005
600
500 0.0010
400
0.0025
300
0.0050
200 0.010

0.025
100 0.050
80
0.10
60
50 0.25
40
0.50
30
Inlet Pressure, psig

20
0.01 0.02 0.03 0.04 0.06 0.08 0.1 0.2 0.3 0.4 0.6 0.8 1.0 2.0 3.0 4.0 6.0 8.0 10 20

1000

800
0.10
600
500 0.25
400
0.50

300 1.0

200 2.5

5.0

10
100
25
80
50
60
50 100

40
250
30

20
10 20 30 40 60 80 100 200 300 400 600 800 1000 2000 3000 4000 6000 10 000

Flow, std ft3/min

Example:
■ Enter the vertical scale with the inlet pressure at the valve (p1 = 200 psig).
■ Read across to the desired flow rate (q = 10 std ft3/min).
■ The diagonal line is the desired Cv value (Cv = 0.10).
Valve Sizing 11

High Pressure Drop Air High


Flow—Metric
pressure dropUnits
air flow, standard liters per minute

200

100
80

60
50
Cv = 0.0005
40
0.0010
30

0.0025
20
0.0050

0.010

10
0.025
8
0.050
6
5 0.10
4
0.25
3
Inlet Pressure, bar

2
0.3 0.4 0.6 0.8 1.0 2 3 4 6 8 10 20 30 40 60 80 100 200 300

80

60 0.050
50
0.10
40

30
0.25

0.50
20
1.0

2.5

10
5.0

8 10

6 25
5
50
4
100
3
250

2
200 300 400 600 800 1000 2000 3000 4000 6000 10 000 20 000 40 000 60 000 100 000 200 000

Flow, std L/min

Example:
■ Enter the vertical scale with the inlet pressure at the valve (p1 = 20 bar).
■ Read across to the desired flow rate (q = 4000 std L/min).
■ The diagonal line is the desired Cv value (Cv = 1.0).
Safe Product Selection
When selecting a product, the total system design must
be considered to ensure safe, trouble-free performance.
Function, material compatibility, adequate ratings,
Swagelok—TM Swagelok Company
proper installation, operation, and maintenance are the © 1994, 1995, 2000, 2002 Swagelok Company
responsibilities of the system designer and user. December 2007, R4
MS-06-84-E

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