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Control Valves and Actuators

Control valves are the final control elements in an HVAC system. In chilled water systems, their function is to regulate the chilled water flow through the terminal units (air handling units or fan-coil). The control link to the valve is known as actuator. This device converts the controller’s output, such as an electric or pneumatic signal, into rotary or linear action required to move the valve stem through its operating range. Both, control valve and actuators must be properly sized and selected for the particular application.
Control Valves
It may be considered as a variable orifice positioned by an electric actuator in response to impulses, or signals from the controller. It may have a throttling plug or V-port specially designed to provide a desired flow characteristics. They are made of materials best suited to the media handled, which in this case is water, and for dealing with the operating temperature and pressure. Therefore, internal parts such as seat ring, throttling plug or V-port skirt, disc holder, and stem, are sometimes made of stainless steel or other hard and corrosion-resistant metal for use in severe service. To correctly apply the different types of control valves used y chilled water systems, it is necessary to understand the internal construction of each valve.

Valves Types:

Two-way single-seated: It is the most common type used and design for tight shutoff (Fig 101). Whether its action is modulating or two-position, it must be installed with the flow direction opposing the closing action of the valve. This prevents the differential pressure build-up from slamming the valve seat closed with consequent noise and water hammer.

Two-way doubled-seated: It is recommended for applications with high differential pressures. This design creates a balanced thrust condition which enables the valve to close off smoothly without water hammer regardless of the differential pressure which may exists across the valve (Fig. 102). However, it can not be used where a tight shut-off is demanded because the expansion of the stem portion between the seats may force one seat open.

Three-way mixing: It has two inlet and one outlet ports and a doubled-faced disc operating between two seats (Fig. 103). It mixes the water entering through the inlet ports and leaving through the common outlet, according to the valve stem position.
 
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Fig. Nº101. Two-way single-seated valve
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Fig. Nº102. Two-way double-seated valve
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Fig. Nº103. Three-way mixing valve
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Three-way diverting:
It has one inlet and two outlet ports and two separate discs and seats (Fig 104).

Its function is to divert the flow to either of the outlets or to proportion the flow to both outlets.

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Fig. Nº104. Three-way diverting valve
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Butterfly valve:

Are the most used large-diameter control valve in chilled water plants. It consists of a heavy ring enclosing a disc that rotates on an axis at or near its center
(Fig 105).
They are excellent isolation valves because of their almost full pipe bore when open, simple and compact design, and low pressure drop.

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Fig. Nº105. Butterfly valve
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Two butterfly valve appropriately cross-linked could be used in applications where it is not possible to use a standard three-way mixing or by-pass valve because of size limitations or space constrains.

However their low pressure drop and thus low valve authority usually make them inappropriate for use in two-way modulating duty at cooling coils in variable flow systems.

Butterfly valves have different flow characteristics from standard seat and disc-type valves, so they may be used only where their flow characteristics fit the application requirements.


Control Valves Flow Characteristics:


The control valve performance is expressed in terms of its flow characteristics as it operates through its stroke, provided that a constant pressure drop exists across the control valve.

Based on the geometry of the control valve plug, three distinct flow conditions can be obtained (Fig. 106).

Quick opening:
A considerable amount of flow to pass for small stem travel.
As the stem moves toward the open position, the increasing flow rate per movement of the stem is reduced in a nonlinear manner.
This characteristic is used in two-position or on-off applications.

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Fig. Nº106. Control Valve Flow Characteristics
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Linear:
Stem travel and flow are related in direct proportion. This characteristic is used in the bypass port of three-way valves.

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Fig. Nº107. output characteristic and stem travel characteristic of equal percentage valve.
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Equal percentage: Exponential flow increase with the stem travel. This characteristic is recommended for control on chilled water terminals.
In order to obtain a stable and efficient modulating control, the designer should combine the valve flow characteristics with coil performance curves. Consider a valve with linear characteristic (the water flow is proportional to the valve lift) that controls the chilled water flow through a coil. Due to the non-linear characteristic of the coil, opening the control valve slightly can significantly increase the emission at small and medium loads unnecessarily.
The control loop may therefore be unstable at small loads. Equal percentage characteristic compensates the non-linearity and thus the coil output is proportional to the stem travel of the valve (Fig. 107).
However to obtain this compensation the differential pressure across the control valve must be constant. In actual conditions, the pressure drop across the valve varies between a maximum, when it is modulating, and a minimum when the valve is near full open. The ratio of these two pressure drops is known as “authority”. The lower the valve authority, the bigger the distortion of the theoretical valve characteristic. The Fig. 108 shows the distortion of a linear (left) and an equal percentage (right) valve characteristic as a function of its authority. For on-off controllers, the authority concept is meaningless since the control valve is either opened or closed. Its characteristic is therefore not very important.


Another issue that must be checked in modulating control applications is the valves close-off rating. For ball and butterfly valves it is not a concern because the fluid pressure does not affect the closing force, but fluid pressure is a factor with globe valves. Usually, valves have two close-off ratings, one for on-off (two-position) duty and another for modulating duty that is commonly known as “dynamic” close-off rating.
The dynamic rating, which is always lower than the two-position rating, is the maximum differential pressure allowed for smooth modulation of the valve, particularly near shut-off.

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Fig. Nº108. Distortion of the control valve characteristic as a function of the valve authority
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Above this differential pressure the valve performance will be affected.
A common practice in variable flow (two-way valves) hydronic systems is selecting valves with close-off ratings just above the pump shut-off head plus a safety factor (commonly 25% to 50%). This is indeed a conservative strategy for systems with variable-speed driven pumps, but it is advisable since the pumps must be operated at its rated speed in case of variable frequency drive (VFD) failure. The valve actuators should also be sized to close against at least 50% above pump head in order to insure good valve positioning.

Actuators
The actuator is the element that links the control and the valve. This device uses compressed air, electricity or hydraulic fluid to power the motion of the valve stem through its operating range. The most common actuator types are:
Pneumatic actuators: Consists of a spring-opposed flexible diaphragm clamped between an upper and a lower chamber (Fig. 109). Increasing air pressure on the diaphragm pushes the valve stem down and overcomes the force of the load spring to close the valve. Springs of various pressure ranges, can sequence the operation of two or more devices, if properly selected or adjusted. The manufacturer’s close-off rating tables need to be consulted to determine if the actuator is of an adequate size or if a larger actuator is available.

Electric actuators: Consist of a double-wound electric motor coupled to a gear train and an output shaft connected to the valve stem with a cam or rack-and-pinion gear linkage (Fig. 110). The motor shaft typically drives through 160° of rotation. Gear trains are coupled internally to the electric actuators to provide a timed movement of valve stroke to increase operating torque and to reduce overshooting of valve movement. They can also be fitted with limit switches, auxiliary potentiometers, etc., to provide position indication and feedback for additional system control functions. Electric actuators operate with two-position, floating, proportional electric, and electronic control systems. Actuators usually operate with a 24 VAC low voltage control circuit. The rotation time ranges typically from 30 sec to 4 min, with 60 sec being the most common.

Electrohydraulic actuators: Consist of a sealed housing containing an uncompressible fluid, a pump, and some type of metering or control device to provide pressure control across a piston or piston/diaphragm. The pressure control device is activated by a coil controlled by a low to medium DC voltage.

Solenoids: Is an electromechanical element that opens or closes a valve when a solenoid coil is energized (Fig. 111). Solenoid coils are used in control valves ranging from 1/8 to 2 in. pipe size. Solenoid actuators are themselves two position control devices and are available for operation in a wide range of alternating current voltage as well direct current
 
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Fig. Nº109. Two-way control valve with a pneumatic actuator.
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Fig. Nº110. Two-way control valve with electric actuator
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Fig. Nº111. Two-way direct-acting solenoid valve
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Selection of Valves


Valve Sizing
The control valve size should be selected by calculating the valve flow coefficient Cv required to provide the design flow at an assumed pressure drop ?p. The Cv coefficient is defined as the number of gallons per minute of fluid (water in chilled water systems) that will flow through a wide-open valve at a pressure drop of one psi.

Where
Q: volumetric flow, gpm
DelthaP: pressure drop, psi

The pressure drop used must be a substantial fraction of the overall system pressure drop in order to obtain a valve authority that makes control as stable as possible. However, higher pressure drops mean higher pumping costs and also higher energy costs. These two considerations must be balanced when making valve selections.

An old rule-of-thumb states that a pressure drop of 25 to 50% of the available pressure between the supply and return riser (pump head) should be selected for the control valve. This pressure drop gives the best flow characteristic as described above in Control Valve Flow Characteristics.

 

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