INDUSTRIAL VALVES · INSTALLATION AND ACTUATION
Flanged and wafer-mounted gate valvesInstallation and actuator selection
Connection geometry, differential pressure, installation space and actuator configuration
When replacing or selecting a gate valve for an existing pipeline, matching the nominal diameter is not enough. Interchangeability depends on the complete installation interface: flange bolt-hole pattern and configuration, face-to-face length, bolt arrangement, space required for knife travel and actuation, and the loading conditions at closure.
The actuator is part of the same configuration. Its size and operating method result from the valve design, differential pressure, nature of the medium and required opening and closing dynamics. Only then is manual, pneumatic, electric or remote-linkage operation selected.
01 / INSTALLATION
DN and PN do not describe the complete installation interface
In a new installation, the connection geometry can be selected together with the valve. In a modernisation project, the situation is reversed: the valve must fit in place of the existing component without forcing changes to the pipeline axis, flanges or support structure. Therefore, the actual installation dimensions must be verified in addition to DN and PN.
The flange bolt-hole pattern, bolt diameter and arrangement, sealing-face type, body thickness and access on both sides of the connection are particularly important. In wafer-mounted gate valves, the way bolts or studs pass around the body also matters. Two valves with the same DN and PN designation may require different mounting arrangements.
For knife gate valves, the dimension above the pipeline must also be considered. Opening the valve requires full knife travel, while a cylinder, gearbox or manual mechanism increases the overall height of the assembly. In practice, insufficient space above the pipeline is often the limiting factor when replacing manual actuation with an automated actuator.
02 / INSTALLATION METHOD
Flanged versus wafer-mounted gate valves
The terms “flanged” and “wafer-mounted” describe how the valve is connected to the pipeline. They do not indicate whether the gate valve uses a knife or wedge closure, nor how its seat is designed. These are two independent levels of description.
In a flanged configuration, the body has its own flanged connections that are bolted directly to the pipeline flanges. In a wafer-mounted configuration, the body is installed between the pipeline flanges and forms a much shorter component along the pipeline axis. This arrangement is typical of many knife gate valves, especially where compact design and short face-to-face length are important.
The current Metal-Gum knife gate valve range is designed for installation between flanges with a bolt-hole pattern corresponding to PN-EN 1092-1. When selecting a replacement for an existing installation, the dimensional drawing of the specific configuration should be used rather than relying only on the standard designation and PN.
03 / METAL-GUM RANGE
Metal-Gum knife gate valve range
Metal-Gum knife gate valves are intended primarily for contaminated media, deposits, sludge, slurries and media containing fibres and solid particles. The current product range uses different actuation methods selected according to diameter, load and the way the installation is controlled.
| Parameter | Range / configuration |
|---|---|
| Nominal diameter | DN50-DN1000 |
| Range designation | PN10 |
| Installation | between flanges, bolt-hole pattern according to PN-EN 1092-1 |
| Manual actuation | handwheel / gearbox – depending on DN and configuration |
| Pneumatic actuation | cylinder selected for the required operating force |
| Electric actuation | electric / electromechanical actuator selected for the assembly |
| Remote linkage mechanism | operation from a remote point – depending on installation |
The product-family range does not mean that every actuator variant is available in an identical configuration for every DN. Selection always concerns the complete assembly: body, knife, seals, guiding components and actuator.
04 / LOAD
Differential pressure determines the closing load
For the actuator, the load that must be overcome during valve movement is more important than the PN designation alone. With the knife closed, differential pressure generates a force pressing the closure element against the sealing and guiding system. As DN increases, the pressure-loaded area also increases, so the required force does not scale only with the physical size of the actuator.
Friction, the nature of the medium and the condition of working surfaces add to this load. Deposits, fibres or product remaining in the chamber after a long shutdown can increase the force required to initiate movement. For this reason, a pneumatic cylinder or electric actuator should not be selected solely from a DN table.
If the valve is to operate with flow in both directions, or pressure may periodically occur on the opposite side of the closed valve, this information should also be included in the design assumptions. The direction of differential pressure can affect seat behaviour and the required operating force in a specific configuration.
05 / ACTUATOR TYPES
Gate-valve actuator types
Manual actuation
Manual operation is a natural choice for gate valves that are operated only occasionally and are located where the operator has good access. A handwheel is used for lower loads, while increasing force requirements may call for a gearbox that reduces the torque required at the handwheel.
Ergonomics should be assessed before installation. The height of the handwheel above the operating level, the ability to perform the full movement, service access and the time required to open or close the gate valve all matter. In an installation where the valve is operated frequently, a manual configuration may be mechanically correct but impractical in day-to-day operation.
Pneumatic actuation
Pneumatic actuation is suitable for systems that require fast and repeatable valve movement and easy integration with automation. Selection is based on the available air pressure and the force the cylinder must provide throughout the full stroke, taking into account the actual Δp and medium conditions.
The specification should define the cylinder action, pilot-valve control method, limit or position signals, and the expected behaviour after loss of air or control signal. If the process requires a safe position, it should be established whether the gate valve is to remain in its last position, close or open after loss of energy – provided that the specific valve and actuator design permit this.
The quality of the compressed-air installation is also important. Pressure drops in the network, line diameters, long supply runs and the flow capacity of control components affect the actual cycle time, particularly with larger cylinders.
Electric and electromechanical actuation
Electric actuation is used where the gate valve is to be controlled locally or remotely without a pneumatic installation. In practice, a complete electromechanical actuator is selected with a suitable motion-transmission system, limit switches, torque or force limitation and the required control interface.
In addition to supply voltage, the duty mode, number of cycles, required operating time, control and position-indication method, enclosure protection rating and environmental conditions must be specified. A gate valve operated several times a month requires a different configuration from one integrated into a process sequence repeated many times during a shift.
The actuator must also have correctly set end limits. Stopping movement solely through mechanical overload can lead to excessive loads on the knife, seat and drive mechanism.
Remote linkage mechanism for difficult access
If the gate-valve body is located where the operator has no direct access, operation can be transferred to a remote point using a linkage mechanism. Such arrangements are used, among other places, in underground installations, process channels or other systems where the valve body remains outside the normal operating zone.
In this case, selection covers not only the gate valve itself but also the routing geometry of the linkage, its length, support points and method of transmitting movement. The mechanism should not introduce additional transverse loads into the stem or cause the system to bind during operation.
06 / ACTUATOR SELECTION
Actuator selection starts with force and ends with automation
The energy source – manual, pneumatic or electric – is only one criterion. The first step is to determine the force and stroke that the actuator must provide under the most demanding expected operating condition. Only then can the control method, cycle time and additional equipment be selected.
- 01gate-valve design and DN;
- 02medium, its viscosity and content of deposits, fibres and solid particles;
- 03working pressure and maximum differential pressure at closure;
- 04required operating force and stroke of the closure element;
- 05cycle frequency and expected opening and closing time;
- 06available energy source and its actual parameters;
- 07local or remote control and required position signals;
- 08behaviour after loss of energy, where relevant to the process;
- 09environmental conditions: temperature, moisture, dust, possibility of flooding or aggressive atmosphere;
- 10space required for installation, full stroke and later service.
07 / MODERNISATION
Modernising an existing gate valve
When replacing a valve, the most useful material is not the nameplate alone but an installation drawing supplemented by photographs. This makes it possible to check body length, bolt position, access to the connection, height above the pipeline and space for the actuator.
It is also worth identifying the reason for replacement. If the previous valve jammed, had tightness problems or the actuator regularly operated close to overload, copying the existing configuration one-for-one may reproduce the same problem. Information about previous operation is therefore as important as the dimensions.
08 / SELECTION DATA
Data required for gate-valve and actuator selection
- 01medium and information about deposits, fibres and solid particles;
- 02operating temperature and extreme values;
- 03working pressure, maximum pressure and maximum Δp across the closed valve;
- 04DN, PN, standard and geometry of the mating flanges;
- 05face-to-face length and available space above and around the valve;
- 06required shut-off tightness;
- 07cycle frequency and required operating time;
- 08preferred actuator type and available power supply;
- 09required control, limit and position signals;
- 10required behaviour after loss of energy;
- 11mounting position and environmental conditions;
- 12drawing or photographs of the existing installation – for modernisation projects.
09 / COMMON MISTAKES
Common selection mistakes
- Treating matching DN and PN as confirmation that two gate valves are fully interchangeable.
- Confusing the closure-element design with the installation method: “knife” and “wedge” are not equivalents of “flanged” and “wafer-mounted”.
- Failing to verify face-to-face length, bolt arrangement and space required for full knife travel.
- Selecting the actuator only from nominal diameter without defining Δp and the nature of the medium.
- Assuming nominal pneumatic supply pressure without checking its actual value at the point of use.
- Omitting cycle count, required operating time and electric-actuator duty mode.
- Ignoring required system behaviour after loss of power or control signal.
- Failing to allow space for the actuator, cylinder removal and future service.
- Replacing the gate valve one-for-one without analysing the cause of failure or excessive wear of the previous configuration.
10 / METAL-GUM SELECTION
Selecting a Metal-Gum gate valve and actuator
For knife gate valves, the installation method and actuator should be considered as part of one configuration. The connection geometry must match the pipeline, and the actuator must provide the required stroke and force at the actual differential pressure and medium conditions. Only after these conditions are met should the control method and automation equipment be selected.
For modernised installations, it is worth providing the dimensions of the existing valve and photographic documentation of the installation location. This makes it possible to verify not only connection compatibility but also whether a larger actuator can be used, whether service access is sufficient and whether the operating method can be changed.
11 / FAQ
FAQ
Are DN and PN enough to replace an existing gate valve?
No. The connection geometry and bolt-hole pattern, face-to-face length, bolt arrangement, access for full knife travel, process requirements and actuator parameters must also be verified.
Does PN10 mean a permissible Δp of 10 bar across a closed gate valve?
This should not be assumed automatically. Permissible differential pressure at closure depends on the design, DN and specific gate-valve configuration.
Can a pneumatic cylinder be selected solely by DN?
No. The required operating force, actual differential pressure, medium conditions and minimum available supply pressure at the operating point are required.
Can an electric actuator be added later to a manually operated gate valve?
Such a modification is possible only if the specific gate-valve design provides a suitable actuator connection and the complete assembly is rechecked for required force, stroke, installation space and end-position settings.
Does the actuator type affect the required installation space?
Yes. A cylinder, gearbox, extending stem or knife, pneumatic lines and electrical cabling increase the overall envelope of the assembly. Service space should be considered at the selection stage.