What is a Ball Valve?
A ball valve is a type of valve that uses a spherical obstruction (a ball) to stop and start the hydraulic flow. A ball valve is usually rotated 90° to open and close. It is one of the most widely used valve types. Ball Valves are suitable for both liquid and gas services. Ball valves are highly popular in the oil and gas industry because of their long service life and reliable sealing throughout its service life.
Ball Valves Advantages
The important Advantages of a Ball valve are listed below
- Quarter turn straight thru valve / fast opening & closing
- Tight Shut off as well as very easy to use
- Application as isolation valve (on and off condition)
- Suitable for Emergency shutdown conditions
- Multi-design flexibility
- Suitable for high-pressure service conditions.
Disadvantages of Ball Valve
However there are few disadvantages of ball valves like
- Not suitable for throttling
- Fluid trapped in the body cavity
- Limited working temperature range
Ball Valve Standards
Below mentioned international Codes and Standards are used for Ball valve Design
- Design Standard – API 6D / ISO 14313 / BS EN 17292/BS 5351/MSS SP 72
- Testing Standard – API 6D / API 598 / BS 6755 Part I/MSS SP 61
- Fire testing Standards – As per API 6FA, API 607, ISO 10497, or BS 6755 Part II.
- Dimensional Standard – ASME B16.10 / API 6D
Ball Valves are available in two patterns
- Short pattern ball valves, and
- Long pattern ball valves
The dimension and weight of short pattern ball valves are less as compared to long pattern ball valves. However, During piping design, a long pattern dimension is selected for ease of connection to pipe flanges.
Ball Valve Components/ Internal Parts
The housing, seats, ball and lever for ball rotation are the major components of a standard ball valve. Refer to Fig. 1 below that shows the internal parts of a typical ball valve.
Ball Valve Working
Ball Valve is a rotary motion valve. When the stem (Item 04 in Fig. 1) transfers the motion to the connected ball (Item 03), the ball rotates. This ball of a ball valve is rested and supported by the ball valve seats (item 05). This rotation of the ball over valve seats allows the bore to open or close helping the fluid to flow or stop.
Ball Valve Types / Types of Ball Valves
Depending on various parameters, ball valves are classified as follows:
- Soft seated and Metal seated ball valves
- Reduced bore, Full bore, and V-shaped ball valves
- One-piece, Two-piece, and three-piece ball valves
- Body types – Split, Top entry or welded body ball valves
- Floating and Trunnion mounted ball valves &
- Single/double piston effect design
- DBB / DIB
Reduced Bore (Reduced Port) Ball Valve Design
Reduced port ball valves are quite common in piping industry. However, reduced bore ball valves introduces frictional losses. The main design features of such ball valves are
- Bore diameter is 1 size less than the pipe diameter for valve size up to 12” NB & 2 sizes less for 14” NB to 24” NB (and 3 sizes less for sizes above 24” NB).
- These ball valves are comparatively smaller in size with less weight.
- Have lower operating torque, resulting in a lower cost actuated valve package.
- Slightly higher pressure drop than full bore valve.
- Prevents pigging
- These valves are normally of a one-piece – end entry design for smaller sizes (up to 4”-150#) & two / three-piece – side entry design for bigger sizes.
- These valves are also called as regular port valves.
Full Bore (Full Port) Ball Valve Design
Full bore or Full port valves does not cause the extra frictional losses, and the system is mechanically easier to clean as it allows pigging.
- Bore inside diameter the same as pipe inside diameter.
- Very less pressure drop.
- Ball and housing are bigger.
- Of higher weight than reduced bore valve, hence more costly.
- Selected for specific process reasons, typically; minimum pressure drop, minimal erosion, pigging requirement and gravity flow (to avoid liquid pocket)
V-shaped Ball Valves:
In V-shaped ball valves, The hole in the ball or the valve seat has a “V” shaped profile. This design offers more precise control of the flow rate.
Soft Seat Ball Valve Design
- Thermoplastic or Elastomeric seats are inserted in a metallic holder (seat ring) to provide soft seating action in a ball valve
- Provide a good sealing ability
- Lower in cost than metal seated valves
- Limited temperature rating
- Should not be used in dirty services, particularly on floating ball valves
- Soft seat materials used are – PTFE, Nylon, Devlon, PEEK, etc
- It is generally accepted a leakage of ISO 5208 Rate A
Metal Seat Ball Valve Design
- Direct metal to metal contact between seat ring & ball.
- Ball Valves are used for abrasive service and for services where soft seated valves can not be used due to temperature limitations.
- The ball & seat contact surfaces are hard-faced to improve resistance to wear & prevent scratching caused by the solid particles contained in the process media.
- Metal sealing may be obtained by tungsten carbide coating (up to 200 deg. C), chromium carbide coating (above 200 deg. C), electroless nickel plating (ENP), or stellite hard facing.
- Acceptable leakage of ISO 5208 Rate D.
Single Piece Body Design Ball Valves
- In the single-piece design ball valve, the body will be cast/forged as one piece. The insertion of the ball will be through the end of the body and is held in position by body insert.
- This design offers the unique advantage of eliminating the possibility of external leakage to the atmosphere through-bolted body joints.
- This design restricts the ball valve to be of reduced port floating design only (for sizes up to 4” NB).
Two-piece / Three Piece Ball Valve Design
- Two-piece design complements the single-piece design in sizes of 6” & above for reduced bore and for FB design valves.
- In two-piece design, the body is constructed in two pieces and the ball is held in position by body stud. There can be a full bore or reduced bore design possible in this construction.
- In the case of three-piece design, the body has two end pieces and one centerpiece.
- Three-piece design ball valves are most easily on-line maintainable. By removing the body bolts keeping only one, the body can be swung away using the last bolt as the fulcrum, to carry out any installation or maintenance operation on the valve. This feature reduces maintenance downtime to a bare minimum.
- For larger 2 pieces or 3 piece ball valves, the dimensions between the body and flange should be checked so that sufficient clearance is available for bolting.
- During vendor drawing review same should be checked.
Top Entry Ball Valve Design
- Maintenance and repair of such ball valves are possible in-situ, by removing the top flange. This minimizes the maintenance downtime.
- Limited space is required around the valve for maintenance.
- Available in welded as well as flanged end connections, but welded ends are preferred to reduce potential leak paths and minimize the ball valve weight.
- Heaviest and most expensive construction.
Welded Body Ball Valve Design
- Welded body ball valve construction eliminates body flanges, reduces potential leak paths, and increases resistance to pipeline stresses.
- The minimum number of leak paths, hence beneficial in fugitive emission and vacuum applications.
- Compact and lightweight design
- The body draining & venting feature allows the ball valve maintenance technician to test each seat rings sealing ability with the ball in either the full open or full closed positions.
- Sealant injection fittings access directly to each seat ring. This enables the technician to top-up the quantity of lubricant inside the valves sealant injection system on a periodic basis.
- Valve cleaner can also be injected into these fittings to flush out the old grease in the ball valve and to clean critical seal faces on the ball.
- Heavier sealants are also injected through the sealant injection fittings during an emergency when a critical seal is required.
- Applications – Oil & gas pipelines, compressor stations, measuring skids, etc.
Ball Valve End Connections
The type of ball valve ends are as follows:
- Flanged ends with raised face or ring joint face
- Threaded ends
- Socket weld ends
- Butt-weld ends – Soft as well as metal seated butt-welding end valves shall be provided with butt-weld pup pieces.
- This avoids damage to the ball valve seat as well as soft seal materials due to welding heat.
- The pup piece length shall be
- 200mm for sizes up to 2” NB,
- 400mm for up to 12” NB size &
- 800mm above 12” NB sizes
Ball Valve Operator
- Ball Valves can be operated by a lever, wrench, hand wheel or they can be pneumatic, hydraulic, or motor operated.
- A ball valve is rotated in a clockwise direction to close & anti-clockwise direction to open.
- The maximum lever length shall not exceed 450mm & max. handwheel diameter shall not exceed the valve face to face dimension of 800mm whichever is smaller.
- Gear operator is required to be provided for valves as per below criteria:
- 6” & larger for class 150 valves
- 4” & larger for class 300 & 600 and
- 3” & larger for class 900 onwards
Floating or Seat Supported Ball Valve Design
- Ball valve design in which the ball is not rigidly held on its rotational axis & is free to float between the seat rings.
- In the closed position, the ball is pushed against the seat by the pressure of the fluid from upstream and hence can pressure seal the downstream of the valve.
- Ball seats on the downstream seat only.
- Seat loading increases at a higher pressure and for larger size and becomes excessive, for the soft seated valve. Also, the higher the size the heavier the ball, less likely to be moved by pressure. Hence the need for trunnion mounted ball valve design comes into the picture.
- Floating design ball valves have lower manufacturing costs.
- Valves of small sizes and lower pressure ratings are seat supported (10” for 150#, 6” for 300# & 2” for 600# & above).
- Seat supported design generally needs higher operating torque.
- Metal seated floating ball valves also incorporate spring-loaded seats.
Trunnion Mounted Ball Valve
- The ball is fixed in position by the stem & the trunnion which are supported in bearings in the body.
- The seat is spring-loaded onto the ball, giving reliable sealing at low pressures.
- The key feature of this ball valve is that the ball does not shift as it does in a floating valve to press the ball into the downstream seat. Instead, the line pressure forces the upstream seat onto the ball to cause it to seal.
- As the area on which the pressure acts is much lower, the amount of force exerted on the ball is much less, leading to lower friction values and smaller actuators or gearboxes.
- Seat designs are either single or double piston effect.
- Valves of larger sizes and higher pressure ratings are trunnions mounted.
- All standard trunnion mounted ball valves shall be provided with self relieving seats allowing automatic body cavity relief exceeding 1.33 times the valve pressure rating at 38°C (overpressure due to thermal expansion of trapped fluid).
Body Cavity Relief (Pressure Equalisation)
- Ball valves are double seated valves which incorporate a cavity between the seats.
- The body cavity will get pressurized only when the seats are damaged.
- Cavity relief provision required only for trunnion mounted ball valves. Not required for floating ball valves as the seats are fixed & the ball is floating.
- Where possible, cavity relief shall be to the upstream side of the valve.
Single Piston Effect Seat Design
- Seats of the ball valves are pressed on the ball by means of spring load.
- As the body cavity pressure increases than the spring load, the seats are pushed back and the pressure is released in the line. This is called a single-piston effect (the pressure in the body cavity is the only acting parameter)
- Cavity relief to the downstream side, if both the ball valve seats are of single-piston effect design.
- Each seat is self relieving the body cavity overpressure to the line.
Double Piston Effect Seat Design
- In this seat design, medium pressure, as well as the body cavity pressure, creates a resultant thrust that pushes the seat rings against the ball. This is called a double piston effect (the pressure in the pipe & that in the body cavity both are acting parameters)
- Ball Valves with this design require a cavity pressure relief device to reduce the body cavity pressure.
- DPE is synonymous with “bi-directional”, and SPE is synonymous with “uni-directional” as defined by API 6D/ISO 14313.
DPE – External pressure relief
- When the body cavity pressure increases above the net spring load of the pressure relief valve, the cavity pressure is vented through Pressure Relief Valve.
- The Relief Valve outlet line can be vented to the atmosphere / connected to the vent system or back to the upstream piping.
- In some cases, a single-piston effect seat is used for the upstream side and a double piston effect seat is used for the downstream side.
- This enables the cavity overpressure to release to the valve upstream side and also doesn’t require an external relief valve.
- These ball valves are unidirectional and flow direction is clearly marked on the valve body.
Ball valve Seat Design for Export Line
- This seat configuration gives a single barrier against normal flow conditions and a double barrier against reverse flow coming from the downstream pipeline.
- For ESD/PSD valve, a reverse configuration is required than that shown here. ESD valves require SPE for upstream seat and DPE for a downstream seat.
Double Block & Bleed (DBB) feature
- When the ball valve is in a fully closed or fully open position, each seat seals off the process medium independently at the same time between the up/downstream and body cavity; it allows bleeding of the cavity pressure through a drain or vent valve.
- This DBB feature permits in-line periodic inspection of the valves and the checking of sealing integrity when the valve is installed in the line.
- This feature is available with self relieving seat (SPE) configuration.
DBB Vs DIB
- If a ball valve has both seats as unidirectional (SPE) seats, it is called as Double Block & Bleed (DBB).
- If a ball valve has one or both bidirectional (DPE) seats, it is called as Double Isolation & Bleed (DIB).
- In the DBB valve, the downstream seat pushes away from the valve once the body cavity pressure is higher than the downstream pressure, allowing fluid to flow downstream past the closed valve. In the DIB valve the downstream seat seals and prevents the upstream pressure from reaching the downstream piping.
Blow-Out Proof Stem Design Feature of Ball Valve
- When the ball valve is in the open/closed position, the pressure is always acting upon the bottom of the stem, trying to push the stem up.
- The stem is sealed by o-rings and graphite packing rings.
- The stem is held in position by the stem housing, which is bolted to the body.
- The graphite packing rings are compressed and held in position by the gland flange, which is bolted to the stem housing.
- Therefore, when the gland flange is removed to replace the graphite packing rings, the stem is still held securely, by the stem housing.
- That means the blow-out proof stem feature ensures that the top graphite packing rings can be replaced while the valve is under pressure, without the stem being pushed out (blown out).
Anti-Static Design Feature of Ball Valves
- The build-up of static electricity can occur as a result of the constant rubbing of the ball against the PTFE seats. This can be a potential fire hazard, especially while handling flammable fluids.
- In the anti-static feature, spring-loaded balls are provided between the ball & stem and stem & body which provides electrical continuity.
Fire Safe Design of Ball Valves
1) Internal Leakage Prevention (from the pipeline to body cavity)
- When non-metal resilient seats are destroyed in a fire, the upstream medium pressure pushes the ball into the downstream metal seat lip to cut-off the line fluid and prevent the internal leakage due to secondary metal-to-metal seals.
- Another fire-safe packing is provided at the seat ring for internal leakage prevention to the body cavity.
- Graphite is normally used as a fire safe packing material because the melting point of graphite is 1000 deg.C.
2) External leakage prevention (from body/stem joints to atmosphere)
- All the possible external leakage points between stem & gland flange, gland flange & body, and body & adapter are sealed with primary O-ring then secondary graphite gasket. When the fire burned out the primary O-ring seal, the secondary graphite gasket seal can prevent the process medium from external leakage.
- Fire-safe seals are generally not designed for fugitive emission performance (fugitive emission – emissions of gases or vapors from pressurized equipment due to leaks).
- The fire testing of valves is carried out as per API 6FA, API 607, ISO 10497 or BS 6755 Part II.
Fire Safe Vs Fire Tested Design
- Fire-safe design is a design that by the nature of its features and materials is capable of passing a fire test.
- It is capable of passing a fire test with specified limits on leakage to the atmosphere and downstream after being closed subsequent to fire exposure.
- A fire tested design is a design subjected successfully to fire testing as per the applicable testing standard.
- That means the fire safe valves are not necessarily fire tested by the manufacturer.
Ball Valve Fire Testing Criteria
- One test valve may be used to qualify valves larger than the test valve, not exceeding twice the size of the test valve.
- A 16” size valve will qualify all larger sizes.
- One test valve may be used to qualify valves with higher pressure ratings but no greater than twice the pressure rating of the test valve.
- The above criteria are acceptable for valves of the same basic design as the test valve & the same non-metallic materials.
Ball valve Sealant Injection System
- Ball Valves are to be equipped with sealant & lubricant injection connections located at the stem and seat area if specified by the purchaser.
- The valve design & material selection should negate the need for such a connection.
- If specified, this injection connection is integrated with a check valve to provide backup sealing, also a check valve is equipped at front of seat sealant injection to avoid blowing out in case of the wrong operation.
- When the soft sealing materials (seat inserts and o-rings) are damaged and leakage happened by fire or other accident, the sealant can be injected through the injection fittings.
- The sealant injection system through the seat up to the ball contact circle may provide temporary sealing until it is possible to restore the primary seal.
- No seat sealant injection shall be provided for ESD valves.
Extended Bonnet Ball Valve
- The integrity of stem seals at very low temperatures (-30 deg.C & below) is the major hurdle that must be overcome.
- Specially designed extended bonnets installed to valves offer a safe & efficient method to accomplish stem seal integrity.
- The bonnet extension provides a gas column that allows the gas to vaporize from contact with the warm ambient temperature outside the service line. This vapor column insulates the stem seal and maintains the seal integrity.
- Bonnet extension also helps for thermal insulation installation.
- Sealing areas & other wetted parts of the ball valve can be cladded in case of corrosive service.
- More frequently used materials for the overlay process are stainless steel, DSS & high nickel alloys.
- This technology is cost-effective for ball valves in highly corrosive or erosive services.
- Considerable cost saving without sacrifice to service life or performance.
- It can be done cost-effectively for size 8” and larger.
- Welding is performed in accordance with ASME BPV section 9.
Ball Valve Seat Insert Materials
Thermoplastic seat/seal inserts
Devlon V: Temp. Range -100 deg. C to 150 deg. C
Elastomeric seat/seal inserts
- Zero leakage is easier obtained by softer seals (elastomeric), while the resistance to scratches and other factors (temp., pressure, erosion) is obtained by harder seals (thermoplastic).
- PTFE is generally not recommended for high pressure (cl. 900 & higher) while it is suitable for a wide range of temperatures and resistant to many fluids.
- Nylon 12G is more suitable than PTFE for higher pressure but has a limited range in temperature.
- Nylon 6 should not be used as it absorbs humidity.
- Devlon V is similar to Nylon 12G, but with a wider range of temperature application (lower & higher)
- PEEK is recommended for high temperatures (up to 260 deg.C) but it is very hard compared to other nonmetallic materials.
- Kel-F is especially recommended for cryogenic service.
O-Rings are used for below applications:
- Stem seals
- Seals between seat and body/closure
- Seals between body and bonnet/closure
Materials are generally as follows:
- Viton (fluor elastomer)
- NBR (nitrilic butadiene rubber)
O-rings are not allowed in the seat ring-body joint as well as for the body-bonnet joint. The ball valve seat ring shall have a primary lip seal with a fire safe graphite ring.
At the stem side, if the seal material specified in requisition as thermoplastic, it shall be of lip seal type with Inconel 718 spring. If the seal material is specified as elastomeric, it shall be of AED type.
- For applications where elastomeric O-rings are not reliable, lip seals are used (for body & stem sealing).
- Lip seals are self energized seal systems, made of a Teflon cover and a spring (Inconel 718 material).
- The spring provides the initial load (due to the low elasticity of Teflon), while the fluid pressure provides the load to force the lips on the sealing surfaces.
- Lip seal housing on CS valves shall be SS316 weld overlayed (3mm thick)
Ball Valves as ESD Valve
- ESD valve shall be of trunnion mounted type with metal seat design.
- The minimum size shall be 2” NB.
- Upstream seats shall be with a single-piston effect and downstream seat with a double piston effect.
- The SPE & DPE shall be marked permanently on the respective seat side and flow arrow shall be embedded on the body. However, the valve shall be suitable for bi-directional isolation.
- The seat ring shall have 2 no. primary leap seals with a fire safe graphite ring. The stem shall have min. 2 primary lip seals or U or V-shaped packing with fire-safe secondary seals.
- Grease injection fitting shall be provided between primary & secondary seals on the stem side with 2 in-built check valves.
- No seat sealant injection shall be provided for ESD valves.
Ball Valve lifting & Supporting Provision
- Ball Valves of sizes 8” NB and above or 250 Kg & heavier shall be equipped with lifting lugs.
- Tapped holes & eye bolts are not acceptable.
- Valve shall have support lugs for valve weighing more than 750Kg and supports should be designed to take care of the vertical & lateral loads of valves. The support height shall be as minimum as possible.
Other Requirements of Ball Valves
Drain & Vent connections of Ball Valves
- Shall be drilled & threaded for ball valves up to 900# pressure class & for sizes less than 6” –FB & 8”-RB. The connections shall be fitted with a threaded plug.
- The plug shall be suitable locked by a locking ring to prevent loosening.
- The drain & vent connections for ball valves above 900# pressure class & 6” –FB / 8” -RB & above sizes shall be fully welded flanged type, fitted with a blind flange.
- If drain/vent/sealant injection is asked, ensure the orientation of the connections is accessible at the site. During vendor drawing review same should be checked.
Ball Valve Specification
While purchasing a ball valve, the following information should be provided to the vendor/manufacturer:
- Ball Valve Size and Pressure Class rating
- Type of the Ball: Floating or Trunnion mounted design
- The pattern of the ball valve: standard or short
- Bore type: full or reduced bore
- Ball Valve End Connection type.
- The requirement of drain connection.
- The requirement of the Sealant Injection system.
- The need for Locking device
- The requirement of Valve support – if any
- Anti-Static device
- Operator Details: Lever/Gear/ Actuator (Electric, Pneumatic or Hydraulic Operated)
- The material of Valve Body, Seat Rings, Trunnion, Trim, Seals, Gaskets, Bolts, Nuts, and Packing material
- Seating Type: Soft or Metal Seated
- Valve orientation
- Specific Certification requirements
- The requirement of Fire-safe test
- Applicable Painting details
- The requirement of Integral bypass connection
- The requirement of Lugs or Lifting arrangements.
Ball Valve vs Gate Valve
The major differences between a Ball Valve and a Gate valve are tabulated below:
|Ball Valve||Gate Valve|
|Ball Valve uses a ball for opening or closing||Gate valve used a gate or wedge for opening or closing|
|Ball Valve is a quarter-turn rotary motion valve||Gate Valve is a linear motion valve|
|Sealing capacity of Ball Vlaves are comparatively higher||Comparatively less sealing.|
|Durability more||Less durability|
|Quick operation, prone to surge||Operation is slow hence, less probability of surge creation.|
|More number of valve configurations||Less number of valve configurations|
|More expensive||Comparatively low cost|
|Less Corrosion||Higher Corrosion|
|Low Pressure Drop||High Pressure Drop|
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