Frequently Asked Questions

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1. Valve Maintenance

What is the best way to perform maintenance on industrial valves?

The best approach may vary depending on the type of valve and the specific application. However, here are some general guidelines that can help ensure efficient and safe maintenance:

  1. Conduct regular inspections

  2. Replace worn-out parts

  3. Follow manufacturer's recommendations

  4. Train your personnel

  5. Adhere to safety standards

For more information, check out our comprehensive article.

How often should industrial valves be inspected or repaired?

In general, industrial valves should be regularly inspected to ensure they are functioning properly and meeting safety requirements. The inspection interval may vary depending on the type of valve but can range from monthly, quarterly, semi-annually, to annually.

Maintenance and repair of industrial valves should also be conducted regularly to ensure optimal valve performance and minimize the risk of failure. The frequency of maintenance and repair may vary depending on the type of valve, specific application, and severity of operating conditions but should generally be performed based on manufacturer recommendations and in compliance with applicable government regulations.

It's important to note that the lack of proper maintenance or inspection can increase the risk of valve failures, which can have serious consequences such as leaks, explosions, and damage to equipment and facilities. Therefore, it's crucial that inspections and maintenance are conducted at the appropriate frequency to ensure system safety and performance.

What are common issues with industrial valves and how can they be avoided?

Here are some of the most common issues and how they can be avoided:

  1. Leakage: Leaks are a common problem in industrial valves and can occur due to seal material wear, excessive pressure, or installation failures. To prevent leaks, it's important to use appropriate seals for each valve type, maintain operational pressures within established limits, and ensure proper valve installation.

  2. Component Wear: Valve components such as the disc, seat, and stem can wear over time, especially under severe operating conditions. To prevent excessive wear, it's important to perform proper valve lubrication, use suitable materials for each application, and conduct regular preventive maintenance.

  3. Operational Issues: Valves may experience operational issues such as difficulty opening or closing, leaks, or excessive noise. To avoid these problems, regular maintenance should be performed, ensure the valve is correctly installed and configured for the correct operating conditions.

  4. Safety Failures: Safety valves, such as Pressure Safety Valves (PSVs), are designed to protect the pressure system against failures and overloads. Safety failures can occur due to issues such as lack of maintenance, incorrect installation, or improper calibration. To prevent safety failures, regular maintenance should be performed, proper calibration of the valve, and ensure it is installed and configured correctly.

  5. Corrosion Problems: Valves can be corroded by exposure to corrosive liquids or gases. To prevent corrosion problems, it's important to select suitable materials for each application and ensure that valves are adequately coated or protected.

To prevent common issues with industrial valves, it's essential to perform regular preventive maintenance, select suitable materials and components for each application, ensure proper valve installation and configuration, and take measures to prevent corrosion and other damage.

What safety precautions should be taken when performing maintenance on industrial valves?

Maintenance of industrial valves involves potential safety risks to operators and equipment. Therefore, it's important to take safety precautions to minimize risks and ensure safety during maintenance. Here are some safety precautions that should be taken:

  1. De-energize equipment: Before starting any maintenance work, it's important to ensure that the equipment is de-energized and depressurized. This involves shutting down all power sources and emptying all fluid present in the piping.

  2. Use appropriate PPE: Operators should use appropriate Personal Protective Equipment (PPE) for maintenance work, such as safety gloves, goggles, and helmets. The type of PPE required may vary depending on the specific application and operating conditions.

  3. Implement lockout-tagout measures: During maintenance, it's important to implement lockout-tagout measures to ensure that the valve and power sources are disabled and protected against unauthorized access.

  4. Work with cold equipment: Maintenance should be performed with cold equipment to avoid risks of burns or injuries from contact with hot surfaces.

  5. Work as a team: Maintenance should be performed by a team of trained and experienced operators who can collaborate on maintenance and ensure mutual safety.

  6. Follow applicable standards and regulations: Applicable standards and regulations should be followed during maintenance to ensure the safety of operators and equipment.

How to determine if an industrial valve needs to be replaced?

Determining whether an industrial valve needs to be replaced can be a complex task and depends on various factors, including the valve's condition, usage frequency, age, and specific application. Here are some considerations to take into account:

  1. Physical Wear: Check if the valve shows signs of physical wear, such as cracks, corrosion, or discoloration. Depending on the degree of wear, it may be necessary to replace the valve.

  2. Leakage: Check for leaks in the valve. If the valve is leaking, it may need to be replaced.

  3. Incorrect Operation: Verify if the valve is operating correctly. If the valve is failing or experiencing operational issues, it may need to be replaced.

  4. Service Life: The service life of the valve is an important factor to consider. If the valve is exceeding its service life or has been repaired multiple times, it may need to be replaced.

  5. Change in Operating Conditions: If operating conditions have significantly changed, the valve may need to be replaced to meet updated operational requirements.

  6. Compliance with Standards and Regulations: Ensure that the valve complies with applicable standards and regulations. If the valve is not compliant, it may need to be replaced to meet regulatory requirements.

How to troubleshoot problems with industrial valves?

Troubleshooting industrial valves can be complex as it depends on the type of valve, application, and the nature of the problem. However, here are some general steps that can help troubleshoot common issues with industrial valves:

  1. Check Valve Position: Verify if the valve is in the correct open or closed position. Sometimes, the valve may be in the opposite state of what it should be, which can cause problems.

  2. Check Pressure and Flow: Ensure they are within system specifications. If the pressure is too high or the flow is obstructed, the valve may not be functioning correctly.

  3. Ensure Valve is Clean: Check if the valve is clean and free from debris such as dirt, dust, or chemicals that may obstruct or damage the valve.

  4. Inspect Physical Wear: Check if the valve shows signs of physical wear, such as cracks, corrosion, or discoloration. Depending on the degree of wear, it may be necessary to repair or replace the valve.

  5. Check for Leaks: If the valve is leaking, it may need to be repaired or replaced.

  6. Ensure Valve is Properly Adjusted: Ensure it meets system specifications. If the valve is poorly adjusted, it may cause operational issues.

  7. Inspect Actuator: Ensure it is functioning correctly and maintaining the valve's correct position.

What is the typical lifespan and life expectancy of industrial valves?

The typical lifespan and life expectancy of industrial valves vary depending on various factors such as the type of valve, operating environment, process conditions, and maintenance frequency. Some industrial valves can last for decades, while others may require frequent maintenance or replacement after a few years of operation.

However, there are some general guidelines that can help determine the life expectancy of an industrial valve. For example, some valves, such as safety valves, may have an estimated lifespan of 10 years. Control valves and shut-off valves may last over 20 years with proper maintenance and regular cleaning.

It's important to remember that to maximize the lifespan of industrial valves, they need to be kept in good condition and undergo regular maintenance. Additionally, proper valve selection for the application and operating environment can also affect the valve's lifespan.

Can industrial valves be repaired or should they always be replaced?

In general, if the industrial valve is relatively new, has a good maintenance history, and the problem is relatively simple and easy to repair, it may be appropriate to perform the repair. However, if the valve is older, has a poor maintenance history, or the repair is complex or costly, it may be more efficient and safer to replace the valve with a new one.

2. Pressure Safety Valves (PSV)

What is the purpose of pressure safety valves (PSV)?

Pressure Safety Valves (PSVs) are designed to protect industrial equipment and installations against overpressure. These valves are designed to automatically open when the pressure in a system exceeds a predefined limit, allowing excess pressure to be released before equipment or installations are damaged or an explosion occurs.

PSVs are widely used in industrial processes involving pressurized fluids or gases, such as in steam, gas, flammable or corrosive liquid systems. They are installed in critical locations, such as pressure vessels, pipelines, tanks, and other equipment that may be affected by overpressure.

PSVs are designed to operate autonomously, without the need for human intervention, and are usually equipped with automatic closure devices to prevent fluid or gas from continuously escaping after the valve opens.

How often should pressure safety valves be inspected, calibrated, or certified?

Generally, it is recommended that PSVs be inspected and tested at least once a year to verify that they are operating correctly and within design specifications. Additionally, PSVs should be periodically calibrated to ensure that the opening pressure is within acceptable limits and certified to demonstrate compliance with applicable standards and regulations.

However, depending on operating conditions, PSVs may require inspections, tests, and calibrations at shorter or longer intervals. For example, if the valve is exposed to corrosive fluids or gases, more frequent inspections and tests may be necessary. On the other hand, if the PSV is operating in a controlled environment and does not exhibit performance issues, it may be possible to extend the intervals between inspections.

In any case, it is important to follow the manufacturer's recommendations and applicable standards and regulations to determine the appropriate frequency of inspections, calibrations, and certifications of PSVs.

How to test the operation of a pressure safety valve?

To test the operation of a Pressure Safety Valve (PSV), it is necessary to follow the testing procedures and requirements recommended by the valve manufacturer and applicable standards and regulations. Some common steps for testing a PSV include:

  1. Visual Inspection: Check if the valve is clean and free from obstructions or damage.

  2. Pressure Test: Pressurize the system up to the valve's opening limit to verify that it opens within the specified pressure range.

  3. Closure Test: Verify that the valve closes completely after pressure release.

  4. Relief Test: Measure the amount of fluid or gas released by the valve during the pressure test to ensure that the relief rate is within acceptable limits.

  5. Dimensional Inspection: Check if the valve dimensions are within acceptable limits.

  6. Sealing Inspection: Verify that the valve seal is in good condition and there are no leaks.

  7. Final Visual Inspection: Ensure the valve remains clean, free from obstructions, and in good condition.

These steps may vary depending on the type of valve and specific testing requirements. It is important to follow the manufacturer's instructions and applicable standards and regulations to ensure that the test is performed correctly and the PSV is functioning properly to protect the equipment and personnel involved in the industrial process.

What is the maximum allowable pressure for a pressure safety valve?

The maximum working pressure of a Pressure Safety Valve is defined by its manufacturer and may vary depending on the type of valve and the specific application in which it is used.

How to troubleshoot issues like a pressure safety valve not opening?

If a safety valve fails to open, this can be a critical issue as the valve will not fulfill its proper protective function. Some possible causes for this problem include:

  • Pipeline Blockages

  • Leaks or Damage to the Valve

  • Insufficient Pressure in the System

  • Incorrectly Calibrated Safety Valve Set Pressure

  • Improperly Sized Safety Valve 

To troubleshoot this issue, it's important to follow the procedures recommended by the manufacturer and applicable standards and regulations. This may include checking the system pressure, visually inspecting the valve for obstructions or damage, and properly sizing the valve for the specific application. If necessary, it's advisable to contact a qualified professional in safety valves to address the issue.

How to maintain the sealing integrity of the pressure safety valve?

Sealing is a critical component of a safety valve, and it's important to maintain it in good condition to ensure the valve's integrity. Here are some tips for maintaining the sealing integrity of a safety valve:

  1. Proper Cleaning: The safety valve's sealing should be kept clean and free from contaminants. This can be achieved through regular cleaning and visual inspection to ensure there is no dust, dirt, or other contaminants in the sealing area.

  2. Appropriate Lubrication: The safety valve's sealing should also be regularly lubricated to ensure it functions properly. Proper lubrication helps protect the sealing from damage and prolongs its lifespan.

  3. Regular Inspection: It's important to regularly inspect the sealing to ensure there is no damage, excessive wear, or other issues that may affect its integrity. The sealing can be visually inspected or measured using tools to ensure it's in good condition.

  4. Timely Replacement: If the safety valve's sealing is damaged or worn out, it's important to replace it promptly. A damaged or worn-out sealing can affect the valve's integrity and compromise its ability to protect the system.

  5. Proper Training: It's important to ensure that the maintenance team responsible for the safety valve receives proper training on valve maintenance, including sealing. Proper training can help ensure the sealing is maintained correctly and in good working condition.

How to identify the need to replace a pressure safety valve?

There are some situations where replacing a safety valve may be necessary. Here are some signs that may indicate a safety valve needs to be replaced:

  1. Physical Damage: If the safety valve is damaged, cracked, or has other physical faults, it may need to be replaced. Physical damage can affect the valve's ability to operate properly and protect the system.

  2. Excessive Wear: If the safety valve is worn out, it may need to be replaced. Wear and tear can affect the valve's ability to operate properly and protect the system. Wear and tear can be caused by various reasons, including operating time, excessive use, or lack of proper maintenance.

  3. Incompatibility: If the safety valve is not compatible with the system or operating conditions, it may need to be replaced. Incompatibility can be caused by various factors, including changes in the system or operating conditions.

  4. Operation Failure: If the safety valve fails to operate properly during a test or in an emergency situation, it may need to be replaced. Operation failure can be caused by various factors, including damage, wear, or calibration issues.

  5. End of Service Life: If the safety valve reaches the end of its service life, it may need to be replaced. Service life can be determined by the manufacturer or applicable regulations.

How to select the appropriate pressure safety valve for a specific application?

Selecting the appropriate safety valve for a specific application involves determining the fluid, pressure, and temperature characteristics of the system, checking applicable standards and regulations, determining the required flow capacity, selecting the appropriate valve type, and choosing the correct valve size. It's important to consult a safety valve specialist to ensure the selection is most suitable for the specific application.

How do government regulations affect the selection and maintenance of pressure safety valves?

Government regulations, such as the Regulatory Standard NR-13 in Brazil and other international standards and codes, establish mandatory requirements for the selection, installation, operation, inspection, and maintenance of safety valves in various industrial sectors. These regulations can affect the selection and maintenance of safety valves, requiring valves with certain specifications to be selected and inspections and tests to be performed at specific intervals.

For example, NR-13 establishes requirements for the installation, inspection, and maintenance of pressure vessels and boilers, including proper selection and installation of safety valves. International standards, such as API 520 and the ASME Boiler and Pressure Vessel Code, also establish requirements for the selection and maintenance of safety valves in different industrial applications.

Therefore, it's important for those responsible for the selection and maintenance of safety valves to be aware of relevant regulations and comply with the established requirements to ensure safety and compliance with applicable standards and regulations.

Does Regulatory Standard 13 (NR13) allow for calibration and certification of pressure safety valves without removing them from the line (Online Testing)?

The Regulatory Standard 13 (NR13), which establishes guidelines for the safe operation of boilers and pressure vessels, does not directly address the calibration and certification of safety valves without removing them from the line.

However, NR13 states that whenever there are doubts, the construction standards of the equipment will be considered. Thus, for PSVs, we always use ASME as a reference, where paragraph UG-136 mentions hydraulic or pneumatic equipment as an alternative for valve calibration.

In addition, online testing or in-line calibration of safety valves may be a common practice in some industries, provided that appropriate safety measures are taken, and the calibration is performed by trained and qualified professionals.

It's important to note that in-line calibration and certification may not be suitable for all applications, and in some cases, it may be necessary to remove the valve from the line for proper calibration or maintenance.

3. Plant Turnaround

How to plan and schedule maintenance of industrial valves during a plant turnaround?

Planning and scheduling the maintenance of industrial valves during a factory shutdown is a critical task to ensure that the process is efficient and effective. Some important steps for planning and scheduling include:

  1. Identification of Valves: Identifying all valves in the factory and assessing the condition of each to determine if maintenance is required during the factory shutdown.

  2. Prioritization of Valves: Evaluating the valves and prioritizing maintenance based on criteria such as safety, performance, and time since the last maintenance.

  3. Definition of Maintenance Scope: Defining which activities will be performed on each valve, such as inspection, testing, repair, or parts replacement.

  4. Scheduling Activities: Scheduling maintenance activities according to valve prioritization, available resources, and time during the factory shutdown.

  5. Resource Allocation: Ensuring that necessary resources, including equipment, tools, and manpower, are available during the factory shutdown.

  6. Communication and Coordination: Communicating maintenance activities to team members and coordinating with other teams to ensure that all activities are carried out safely and effectively.

  7. Documentation and Reporting: Documenting all maintenance activities performed, including test results, repairs, and replacements, and providing reports to team members and management for future reference.

By following these steps, it is possible to efficiently and effectively plan and schedule the maintenance of industrial valves during a factory shutdown.

What are the steps involved in maintaining industrial valves during a plant turnaround?

The maintenance of industrial valves during a factory shutdown typically involves the following stages:

  1. Planning: Defining the scope of maintenance, selecting valves that need to be inspected, repaired, or replaced, and developing a detailed work plan.

  2. Preparation: Collecting and preparing the tools, equipment, and materials needed to perform the work, such as spare parts, test fluids, wrenches, locking devices, and identification tags.

  3. Valve Removal: Disassembling the valve, removing the body assembly from the pipeline, cleaning and inspecting the valve parts to assess the extent of damage, and determining which parts need repair or replacement.

  4. Repair or Replacement of Parts: Replacing or repairing damaged parts, such as seals, actuators, springs, discs, and seats.

  5. Performance Testing: Testing the valve to verify that it is operating as expected, conducting leakage, tightness, relief, and actuation tests

  6. Reinstallation: Reinstalling the valve, performing a final inspection to ensure that all parts have been installed correctly, and that the valve is ready to be put into operation.

  7. Documentation: Documenting all activities performed during maintenance, including test and inspection results, replaced parts, and adjustments made.

  8. Communication: Communicating any issues encountered during maintenance to the factory operation team and management, ensuring that everyone is aware of the valve status and any necessary follow-up actions.

How to identify industrial valves that need maintenance during a plant turnaround?

The identification of industrial valves that require maintenance during a factory shutdown can be done through advance planning, which involves a detailed analysis of each equipment and its operating condition. Some common strategies used to identify valves that need maintenance include:

  1. Maintenance History Analysis: Checking which valves had issues during previous factory shutdowns or during normal plant operation.

  2. Visual Inspection: Conducting a visual inspection of all valves to detect signs of wear, corrosion, or damage.

  3. Data Analysis: Using data collected by sensors or monitoring systems to identify valves that have performed below expectations.

  4. Risk Analysis: Prioritizing maintenance of valves that pose a higher risk to plant operation, such as those that control critical processes or handle hazardous fluids.

A combination of these strategies can be used to ensure that all valves needing maintenance are identified and included in the factory shutdown planning.

How to ensure safety during maintenance of industrial valves during a plant turnaround?

To ensure safety during the maintenance of industrial valves during a factory shutdown, it is important to follow relevant safety standards and take the following precautions:

  1. Perform a Detailed Risk Analysis before starting maintenance, identifying and assessing all risks involved in the work.

  2. De-energize and Lockout all energy sources associated with the valves, ensuring that no residual energy is present.

  3. Ensure that personnel involved in maintenance have the proper training and necessary personal protective equipment.

  4. Use safe work procedures and tools, such as cranes, hoists, hydraulic jacks, stands, and safety lockouts, when appropriate.

  5. Test valves before and after maintenance to ensure they are operating correctly and safely.

  6. Conduct a final inspection before valve reuse to ensure there are no failures or issues that could cause safety problems.

In addition, it is important to establish clear and effective communication among all maintenance team members and ensure there is a complete understanding of safety and emergency procedures in case of incidents.

What tests and inspections should be performed after maintenance of industrial valves during a plant turnaround?

After the maintenance of industrial valves during a factory shutdown, the following tests and inspections should be conducted to ensure that the valves are in good working condition and safe for use:

  1. Pressure Test: Checking the valve's resistance to different pressures to ensure there are no leaks or failures.

  2. Sealing Test: Checking the integrity of the valve seal to ensure there are no leaks.

  3. Opening and Closing Test: Verifying the smooth and correct operation of the valve under different operating conditions.

  4. Visual Inspection: Thoroughly inspecting the valve, including its internal and external parts, to identify possible failures or damage.

  5. Certification: Issuing compliance certificates after completing tests and inspections to ensure that the valves comply with applicable regulations and standards.

It is important to remember that these tests and inspections should be carried out by qualified and experienced professionals who can ensure the safety and proper functioning of industrial valves after maintenance.

How to ensure the integrity and performance of industrial valves after maintenance during a plant turnaround?

To ensure the integrity and performance of industrial valves after maintenance during a factory shutdown, it is important to follow some steps, such as:

  1. Visual Inspection: Performing a visual inspection to ensure that all parts of the valve are in good condition, without damage or excessive wear.

  2. Operating Tests: Performing operating tests to ensure that the valve is operating correctly, without leaks or failures.

  3. Pressure Tests: Conducting pressure tests to verify that the valve can withstand the maximum operating pressure and that the pressure relief valve is operating correctly.

  4. Calibration: Calibrating the valve to ensure that it is operating according to manufacturer and application specifications.

  5. Maintenance Record Keeping: Maintaining detailed records of all maintenance activities performed, including the date of maintenance, tests performed, parts replaced, and any other relevant observations.

By following these steps, it is possible to ensure that industrial valves are in suitable operating conditions after maintenance during a factory shutdown and minimize the possibility of failures or production interruptions.

How to minimize maintenance costs of industrial valves during a plant turnaround?

To minimize the maintenance costs of industrial valves during a factory shutdown, it is important to follow some recommended practices, such as:

  1. Plan and schedule maintenance in advance to avoid the need for emergency repairs or additional expenses.

  2. Prioritize maintenance on critical valves to minimize the risk of process interruptions and avoid production delays.

  3. Use high-quality spare parts to reduce the risk of premature failures and minimize the need for additional repairs.

  4. Use predictive maintenance techniques to identify and correct problems before they become critical, reducing the need for corrective maintenance.

  5. Provide adequate training for maintenance staff to ensure they can perform maintenance effectively and safely.

  6. Use reliable and experienced maintenance service providers to ensure that maintenance is carried out efficiently and effectively.

  7. Use modern technologies, such as asset management systems, to optimize maintenance planning and execution.

  8. Conduct cost-benefit analyses to determine whether repairing or replacing the valve is the best option, taking into account total cost of ownership and expected valve lifespan.

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