Control Valves

Chapter 10.23 - Control Valve Features: Evaluating the Need for Bypass and Block Valves

Evaluating the Need for Bypass and Block Valves

The purpose of a bypass and block valve assembly is to permit production to continue when a component of the control loop (including the control valve) becomes inoperable. The control valve and any line mounted flowmeters are the only components in the control loop that are in intimate contact with the process medium and cannot be maintained while in service.

Most other components (e.g., transmitters, controllers, etc.) can be bypassed or removed for a short period and maintained as required. The control valve cannot be removed unless special installation provisions are established early in the design. The engineer must ensure that the plant integrity is properly protected with appropriate maintenance procedures to permit plant operation within the desired process parameters.

If the process, or a portion of it, can be shut down easily, then it may not be necessary to include special features. Assuming the process can be placed in a recycle mode or otherwise idled, it may be sufficient to provide only block and drain valves to assist with the control valve removal.

However if the valve is essential for continuous operation, then it will be necessary to install a full bypass and block valve manifold to permit continued manual operation while the valve is out for necessary maintenance. This highlights the need to review the maintenance strategy at the earliest possible time in design, as the ramifications impact piping design and application of other equipment.

To summarize, bypass valves are needed when:

  1. Control valve service life is less than the maintenance shutdown interval or means are not provided to operate the valve with remote manual control.
  2. Production can be continued safely by manual operation of the bypass valve.
  3. An operator is available to make adjustments to the bypass valve. This requires that adequate local indication of process conditions will be available to the operator.
  4. Control valve cannot be repaired safely while process is in operation.
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Occasionally a manual valve may be installed as a control valve bypass for reasons other than to facilitate control valve maintenance. One example is the installation of a bypass valve larger than the control valve to permit quicker start-up.

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