Valve Handbook, Second Edition

With the automation of process systems, the use of actuators on throttling valves and actuation systems on manual on-off valves has increased dramatically. Generally, actuator sizing is a complex science, involving a number of factors that must be considered to match the correct actuator with the valve. For the valve to open, close, and/or throttle against process forces, proper actuator selection and sizing are critical.
Some users equate valve-body size with the actuator size; for example, a false assumption can be made that a 3-in valve always uses a certain size actuator, whose standard actuator yoke connection matches the valve connection. If all process service conditions and valve designs were equal, this might be possible. However, processes vary widely in terms of pressures, pressure drops, temperatures, shutoff requirements, etc. Valves vary according to motion (linear and rotary), packing friction, balancing (nonbalanced versus pressure-balanced), etc. Because of all the variables between the process and the valve, one valve size may have a number of actuator size options. For this reason, the user cannot simply place any spare actuator on a valve and expect it to work correctly-the actuator will most likely be undersized or oversized for that valve and the process. If the actuator is undersized, the major problem is that it will not be able to overcome the process and valve frictional forces. If the actuator is slightly undersized, it will struggle to overcome the forces working against it, providing sluggish and...