
A linear regulating valve delivers a flow rate directly proportional to its stem position. For instance, a valve 50% open allows 50% of its maximum flow. An equal percentage regulating valve adjusts flow by a constant percentage of the current flow for each increment of stem movement. This action results in an exponential flow response. The primary distinction between these regulating valve types is their unique flow rate reactions to valve opening.
Key Takeaways
- Linear valves work best when pressure stays the same. They change flow directly with how much they open.
- Equal percentage valves work best when pressure changes a lot. They adjust flow by a set percentage.
- Choosing the wrong valve causes problems. It makes control poor and wastes energy.
Understanding Inherent Regulating Valve Characteristics

Linear Flow Response
Inherent characteristics describe how a regulating valve performs under ideal conditions. This means the pressure drop across the valve remains constant. A linear flow response means the flow rate changes directly with the valve’s stem position. For example, if the valve opens by 10%, the flow increases by 10% of its maximum. This direct relationship makes linear valves suitable for specific applications. The general equation for flow through a valve is: (F=C_{v} f(x) \sqrt{\frac{\Delta P_{v}}{s g}} \nonumber ). For linear valve control, the flow characteristic (f(x)) is defined as (f(x) = x). This shows that flow is directly proportional to the valve lift (x). Engineers often use linear valves in steady-state systems with constant pressure drops. They also appear in liquid level or flow loops where precise, proportional control is essential.
Equal Percentage Flow Response
An equal percentage flow response behaves differently. For each equal increment of stem movement, the flow rate changes by an equal percentage of the current flow. This creates an exponential relationship between valve position and flow. This characteristic is very useful when the pressure drop across the regulating valve varies significantly. The flow rate (Q) of an equal percentage control valve follows a specific mathematical formula. Q represents the flow rate at a given valve position. Q max signifies the maximum flow rate when the valve is fully open. R denotes the valve rangeability, typically between 20 and 50. X is the valve opening percentage, from 0% to 100%. This design allows for fine control at low flow rates and larger changes at higher flow rates.
The Critical Role of Installed Regulating Valve Characteristics
What is an Installed Characteristic?
An installed characteristic describes a regulating valve’s actual performance within a specific process system. It differs significantly from the inherent characteristic, which assumes a constant pressure drop across the valve. In real-world applications, a regulating valve operates as part of a process pipeline. The pressure differential across the valve typically decreases as the flow through it increases. This occurs due to dynamic losses within the pipe and associated equipment. Therefore, the installed flow characteristic is determined by both the pipeline pressure and the valve’s inherent flow characteristic. Even if valves have the same maximum flow capacities, their installed flow characteristics will differ if their inherent flow characteristic curves are different.
How System Pressure Drop Modifies Inherent Characteristics
System friction pressure loss changes with flow rate. This directly affects the pressure loss across control valves. For effective control, the pressure drop across the valve should consistently exceed the system’s friction losses, ideally by 10% to 20%. This dynamic interaction means that as flow rates fluctuate, the available pressure drop for the valve changes, impacting its performance. Consider a scenario where engineers allow for a 10% increase in process flow rate above the design. Since pressure drop varies as the square of the flow rate, a 10% increase in flow rate leads to a 21% increase in friction pressure drop. This increase in friction pressure drop reduces the available pressure drop across the control valve, consequently decreasing its sensitivity of response.
Impact of Piping and Equipment
Piping and other equipment within a process system significantly influence a regulating valve’s installed characteristic. Components like elbows, reducers, and other fittings contribute to pressure losses. These losses reduce the available pressure drop across the valve. As flow increases, these system losses become more pronounced, further diminishing the pressure available for the valve to utilize for control. This interaction means the valve’s inherent characteristic, which assumes ideal conditions, becomes modified by the real-world constraints of the surrounding infrastructure. Engineers must account for these factors during valve selection and system design to ensure optimal control performance.
When to Choose Linear Regulating Valves
Applications with Constant Pressure Drop
Engineers often select linear regulating valves for systems where the pressure drop across the valve remains relatively constant. A linear characteristic in a regulating valve provides superior control when the majority of the pressure drop occurs across the valve itself. This also applies when the upstream pressure remains constant. These valves are particularly effective when the pressure drop across the valve constitutes a significant portion of the total system pressure drop. They are ideal for applications where the system pressure drops remain relatively constant. This consistent pressure environment allows the valve to maintain its inherent linear relationship between stem position and flow rate. Therefore, operators can predict flow changes accurately based on valve opening.
Direct Proportional Control Needs
Linear regulating valves excel in applications requiring a direct, proportional relationship between valve position and the controlled variable. These valves offer precise control where a specific percentage of valve opening directly corresponds to a specific percentage of flow. This direct proportionality simplifies control logic and tuning. For example, linear valves are suitable for level control loops, such as maintaining a fluid level in a tank. They also work well in flow control loops with near-constant differential pressure, like flow regulation in recirculation loops or bypass circuits. Furthermore, linear valves are effective for pressure control in stable water circuits, including water distribution loops or heating/cooling water circuits. In these scenarios, the predictable, one-to-one response of a linear valve ensures stable and accurate process management.
When to Choose Equal Percentage Regulating Valves
Applications with Variable Pressure Drop
Engineers often select equal percentage regulating valves for systems where the pressure drop across the valve changes significantly. These valves perform best in processes where other components, like pipes or heat exchangers, absorb a large part of the total system pressure drop. This leaves a smaller, variable pressure drop for the control valve. They prove beneficial for pressure, temperature, and flow loops where the pressure drop is not constant.
Common industrial scenarios where equal percentage valves are advantageous include:
- Steam systems
- Gas flow control
- Heating applications
- Wide turndown processes
- Applications where differential pressure varies significantly with flow
In centrifugal pump systems, the differential pressure across the control valve increases as flow decreases. This happens because of the pump’s head characteristics. Equal percentage trims offer enhanced control in the low-lift area, preventing instability near the valve seat. For steam systems, where pressure changes with load, equal percentage valves align with these variations. They provide smooth control in temperature applications. Similarly, in high turndown gas flow control systems, differential pressure is unpredictable due to gas compressibility and wide flow ranges. Equal percentage trims provide precise control across both very low and very high flows, ensuring smooth loop operation. Specific examples include boiler feedwater control, steam to water heat exchanger temperature control, and high turndown gas flow control systems. Equal percentage trim is recommended for systems with a high or variable pressure drop across the valve, such as pump-fed or high-flow systems.
Achieving Linear Installed Characteristics
An equal percentage valve can achieve a nearly linear installed flow characteristic in a system with significant piping or other pressure-consuming elements. This occurs because the pressure drop across the valve decreases as the valve opens and flow increases. When the valve travel is small, the pressure drop does not change much. Therefore, the installed flow graph’s shape resembles the inherent flow curve. However, as valve position increases, the pressure drop available to the valve decreases rapidly. This happens due to the flow-squared nature of pressure loss in the piping system. This causes the flow to increase more slowly, resulting in a nearly linear installed flow characteristic. Computerized analysis and valve-sizing software confirm this behavior by modeling the system and valve interactions.
In systems with a centrifugal pump, the pump’s pressure-generating capability decreases as it delivers more flow. This leads to a high differential pressure across the control valve at low flow rates and a low differential pressure at high flow rates. An equal percentage valve can offset this change in differential pressure. It then exhibits a more linear installed characteristic. If the pressure differential across the valve drops by more than 50%, an equal percentage valve can provide better linearity in the installed characteristic. While an equal percentage valve has an inherent equal percentage flow characteristic, most control loops produce an installed characteristic approaching linearity when the overall system pressure drop is large relative to that across the valve.
Wide Rangeability Requirements
Equal percentage valves are ideal for applications demanding wide rangeability. Their exponential flow response allows for fine control at low flow rates and larger, more significant changes at higher flow rates. This characteristic makes them suitable for processes that operate across a broad spectrum of flow conditions. For instance, a process might require very precise adjustments when operating at 10% of its maximum capacity, but also needs to handle rapid changes when operating near 90%. The equal percentage valve provides this versatility. It maintains good control sensitivity across the entire operating range, ensuring stable and responsive process management regardless of the current flow demand.
Consequences of Misapplying Regulating Valve Characteristics
Poor Control Loop Performance
Misapplying valve characteristics severely impacts control loop performance. An equal percentage valve in a system with minimal piping can lead to an unstable response at higher loads if engineers tune it for lower loads. Conversely, it can cause a sluggish response at lower loads if tuned for higher loads. This happens because the valve’s gain, which is the sensitivity of flow to changes in valve position, varies significantly across the operating range. This variation requires different controller proportional gain settings. Similarly, a linear valve in a system with extensive piping becomes highly sensitive at low valve openings and very insensitive at large openings. This makes stable tuning across the entire flow range challenging. Control loops often perform well at one end of their operating range but become sluggish or unstable at the other end. This necessitates different controller proportional gain settings for different loads, leading to suboptimal performance if tuned for a single operating point.
Increased Process Variability
Incorrect valve selection directly increases process variability. A misapplied control valve flow characteristic results in a control loop that performs well at one end of its operating range but is sluggish or unstable at the other. For instance, if engineers tune a system at a low process load where the valve’s gain is low, they set the controller’s proportional gain high. As the process load increases, the valve’s gain also increases. If the system maintains the same high proportional gain, stepping up the set point can lead to an oscillatory response. Further increases in process load and valve gain can result in a very unstable response. This demonstrates how incorrect valve selection leads to increased oscillation amplitude due to varying gain across the operating range. Oversized valves are very sensitive; small changes in valve position cause large changes in flow, making precise adjustment difficult. A properly sized 3-inch valve increases flow by 8 GPM for a 1 percentage point opening, while an oversized 6-inch valve increases flow by 20 GPM for the same opening. This means the 3-inch valve controls flow within 8 GPM increments, whereas the 6-inch valve only controls within 20 GPM increments, leading to poorer accuracy. An improperly selected inherent flow characteristic leads to a non-linear installed flow characteristic, making it difficult to tune for fast, stable response throughout the required flow range. Excessive static friction, or stiction, in the valve most likely causes a limit cycle, characterized by a process variable oscillating in an approximate ‘square’ wave.
Reduced System Efficiency
Misapplied regulating valves lead to significant energy consumption penalties. Throttled control valves waste energy. The pressure drop across a control valve represents wasted energy, which is proportional to the pressure drop and flow. Noisy control valves or bypass valves usually indicate a higher pressure drop with a corresponding high energy loss. These inefficiencies translate into higher operating costs and a larger environmental footprint for the process.
Proper Regulating Valve Sizing for Optimal Control

Detrimental Effects of Oversizing
Oversizing a control valve creates many problems. An oversized valve struggles to control flow precisely. It operates too close to its closed position for normal flow rates. This leads to poor control, frequent cycling, and system instability. Small changes in valve position cause large flow surges, resulting in oscillations and difficulty maintaining setpoints. An oversized gas regulator may not reduce pressure sufficiently, delivering dangerously high pressure to appliances. This compromises safety and efficiency. Oversized orifices also lead to increased wear and tear. They cause vibration and inconsistent sealing, resulting in leaks and cracks. This requires more frequent maintenance.
Guidelines for Optimal Sizing
Engineers follow specific guidelines for optimal valve sizing. They use specialized sizing software. This software considers physical properties for worst-case operating conditions. The valve’s minimum position must exceed backlash and deadband. For good installed flow characteristics, engineers maintain minimum and maximum positions during sizing. This minimizes nonlinearity. For sliding stem valves, typical positions are 10% and 90%. For rotary valves, typical rotations are 20 degrees and 50 degrees. Engineers avoid oversizing valves. A larger valve often has higher friction and a greater limit cycle amplitude. They also compute the installed flow characteristic for various valve and trim sizes.
Ensuring Stable and Responsive Control
Proper control valve sizing is crucial for achieving stable and responsive process control. It directly impacts control performance. This involves considering factors like flow coefficient (Cv), pressure drop, and fluid properties. It also includes required rangeability. This ensures the valve has adequate flow capacity. It also maintains controllability. Matching the valve’s inherent characteristic further contributes to optimal control performance. For example, equal percentage characteristics are often suitable for many applications due to their constant relative gain.
Selecting the correct valve characteristic is crucial. Linear valves suit constant pressure drops. Equal percentage valves handle variable pressure drops. Understanding inherent versus installed characteristics guides proper selection. This ensures stable control and efficient process operation. Misapplication leads to poor performance and wasted energy.
FAQ
What is the primary difference between inherent and installed valve characteristics?
Inherent characteristics describe a valve’s ideal performance. Installed characteristics show its actual behavior within a process system, accounting for real-world pressure changes.
When should engineers select a linear regulating valve?
Engineers select linear valves for systems with constant pressure drops. They provide direct, proportional control when the pressure across the valve is stable.
Why are equal percentage valves often preferred for systems with variable pressure drops?
Equal percentage valves help achieve a linear installed characteristic. They compensate for varying pressure drops, ensuring stable control across a wide range of flow conditions.
Post time: Dec-20-2025