SpiraxSarco B7 Self Acting Temperature Controls
SpiraxSarco B7 Self Acting Temperature Controls
SpiraxSarco B7 Self Acting Temperature Controls
Module 7.1
Self-acting Temperature Controls
2-port
control valve
Control system
Adjustment knob
Flow
Adjustment
piston
Packless
gland Temperature
bellows overload
device Heat
Action
Actuator Capillary
tubing
Heat
Sensor
Temperature
Expansion sensitive liquid fill
Fig. 7.1.2 Schematic drawing showing the expansive action of the liquid fill when heat is applied to the sensor
The force created by this expansion (or contraction in the case of less heat being applied to the
sensor) is transferred via the capillary to the actuator, thereby opening or closing the control
valve, and in turn controlling the flow of fluid through the control valve. The hydraulic fluid
remains as a liquid.
There is a linear relationship between the temperature change at the sensor and the amount of
movement at the actuator. Thus, the same amount of movement can be obtained for each equal
unit rise or fall in temperature. This means that a self-acting temperature control system gives
proportional control.
To lower the set temperature
The adjustment knob is turned clockwise to insert the piston further into the sensor. This effectively
reduces the amount of space for the liquid fill, which means that the valve is closed at a lower
temperature. The set temperature will therefore be lower. On control systems with dial-type
adjustments, the same effect will be achieved (typically) by using a screwdriver to turn the
adjustment screw clockwise.
To raise the set temperature
The adjustment knob is turned anticlockwise to decrease the length of the piston inserted in the
sensor. This increases the amount of space for the liquid fill, which means that a higher
temperature will be needed to cause the fill to expand sufficiently to close the control valve. The
set temperature will therefore be higher.
Again, typically for a dial-type adjustment, a screwdriver is used to turn the adjustment screw
anticlockwise.
Protection against high temperatures
In the event of a temperature overrun above the set temperature (possible causes of which
might be a leaking control valve, incorrect adjustment, or a separate additional heat source); a
series of disc springs housed inside the piston will absorb the excess expansion of the fill. This
will prevent the control system from rupturing. When the temperature overrun has ceased, the
disc springs will return to their original position and the control system will function as normal.
Overrun is typically 30°C to 50°C above the set temperature, according to the control type.
Capillary tubing
Bellows assembly
Return spring
Adjustment nut
Sensor bulb
Packing gland
2-port
Flow control
valve
Fig. 7.1.3 Diagram showing a typical vapour tension temperature control system
A vapour tension system follows a unique pressure / temperature saturation curve for the fluid
contained by the system. All fluids have a relationship between pressure and their boiling
temperature. The result can be plotted by a saturation curve. The saturation curve for water can
be seen in Figure 7.1.4.
Figure 7.1.4 illustrates how a 5°C temperature change at 150°C will cause a 0.65 bar change in
system pressure. At the bottom of the scale, a 5°C temperature change only results in a 0.18 bar
change in system pressure. Thus for the same temperature change, the valve will move a greater
amount at the top end of the temperature range than at the bottom end.
160
5°C
150
140
Temperature (°C)
130
120
5°C
110
100
90
0.18 bar 0.65 bar
80
-0.5 0 0.5 1 1.5 2 2.5 3 3.5 4
Pressure (bar g)
Fig. 7.1.4 Vapour pressure curve for water
Therefore to move a valve from fully open to fully closed requires a greater temperature change
at the bottom end of the range than at the top. Manufacturers of these types of vapour tension
control systems often suggest that the control be used only at the top end of its range, but this
means that to cover a reasonable temperature span, different fills are used (including water,
methyl alcohol and benzene).
Alternatively, a liquid filled system will give a true linear relationship between temperature
change and valve movement, largely due to liquid being incompressible. The set temperature
can be calibrated in degrees and not simply by a series of numbers. There is no confusion over
adjusting the set temperature; which reduces commissioning time. Also, adjustment, which is
carried out by altering the amount of space available for the liquid fill, can be carried out anywhere
between the control valve and the sensor. This is not so with vapour tension systems, which can
usually only be adjusted at the control valve.
o Vapour tension control valves sometimes leak through the stem. To avoid the extra cost of
having a second bellows sealing mechanism, most manufacturers of vapour tension controls
use a mechanical seal on the valve stem. These tend to be either too loose, causing leaks; or
too tight, causing too much spindle friction and the valve to stick.
o In liquid systems, because the valve movement is truly proportional to temperature change
and the valve seal is frictionless, the temperature control has a very high rangeability and can
control at very light loads.
πGò
)RUFHRQYDOYHVWHPQHZWRQ [Δ3 Equation 7.1.1
Where:
d = Diameter of valve orifice (mm)
DP = Differential pressure (bar)
Example 7.1.1
Calculate the force required to shut the valve if a steam valve orifice is 20 mm diameter and the
steam pressure is 9 bar g. (The maximum differential pressure is 9 + 1 = 10 bar absolute).
π Gò
)RUFHRQYDOYHVWHP [Δ3
π ò
)RUFHRQYDOYHVWHP [
)RUFHRQYDOYHVWHP 1
This means that the actuator must provide at least 314 newton to close the control valve against
the upstream steam pressure of 9 bar g.
It can be seen from Example 7.1.1 that the force required to shut the valve increases with the
square of the diameter. There is a limited amount of force available from the actuator, which is
why the maximum pressure against which a valve is able to shut decreases with an increase in
valve size.
This would effectively limit self-acting temperature controls to low pressures in sizes over DN25,
if it were not for a balancing facility. Balancing can be achieved by means of a bellows or a
double seat arrangement.
Bellows balanced valves
In a bellows balanced valve, a balancing bellows with the same effective area as the seat orifice
is used to counteract the forces acting on the valve plug. A small hole down the centre of the
valve stem forms a balance tube, allowing pressure from upstream of the valve plug to be fed to
the bellows housing (see Figure 7.1.5). Similarly, the forces on the valve plug pressurise the
inside of the bellows. The differential pressure across the bellows is therefore the same as the
differential pressure across the valve plug, but since the forces act in opposite directions they
cancel each other out.
The balancing bellows may typically be manufactured from either:
o Phosphor bronze.
o Stainless steel, which permits higher pressures and temperatures.
Flow
Seat
Valve plug
Balancing bellows
Pressure transfer passageway
(balance tube)
Valve stem
Fluid exits the balance tube
here into the bellows housing
Valve
plug
Valve seat
Valve
Flow plug
Valve seat
Actuator connection
Fig. 7.1.6 Schematic of a double seated (normally closed) self-acting control valve
Return spring
Fusible device Sleeve soldered to
valve spindle
Valve plug
Retaining plug
Valve seat
Fixed
bleed
Actuator connection
Fig. 7.1.7 Normally closed control valve with fixed bleed
A typical application for this type of valve is to control the flow of cooling water (coolant) for an
industrial engine such as an air compressor (Figure 7.1.8). The control valve, controlling the flow
of coolant through the engine, is upstream of the engine and the temperature sensor registers its
temperature as it leaves the engine.
RA control valve
with minimum Stationary engine
bleed facility
upstream of
the engine
If the coolant leaving the engine is hotter than the set point, the control valve opens to allow
more coolant through the valve. However, once the water leaving the engine reaches the
required set temperature the valve will shut again. Without a bleedhole, the coolant would no
longer flow and would continue to pick up heat from the engine. Without the downstream
sensor detecting any temperature rise, the engine is likely to overheat.
If the control valve has a fixed diameter bleed hole, enough cooling water can flow through the
valve to allow the downstream sensor to register a representative temperature when the valve is
shut. This feature is essential when the sensor is remote from the application heat source.
A normally closed valve might also have an optional fusible device (see Figure 7.1.7). The device
melts in the event of excess heat, removing the spring tension on the valve plug and opening
the valve to allow the cooling water to enter the system. It is usual with this kind of safety device,
that once the fusible device has melted, it cannot be repaired and must be replaced.
Valve stem
Actuator connection
Fig. 7.1.9 Three-port control valve
The most common applications are for water heating, but three-port control valves may also be
used on cooling applications such as air chillers, and on pumped circuits in heating, ventilating
and air conditioning applications.
When a three-port control valve is used as a mixing valve (see Figure 7.1.10), the constant volume
port 'O' is used as the common outlet.
Circulation pump
Load
O circuit
Boiler flow line
X Z Load
Room
being
heated
Boiler Mixing
circuit
When a three-port control valve is used as a diverting valve (see Figure 7.1.11), the constant volume
port is used as the common outlet
Circulation pump Load circuit
Room
being
heated
Diverting
Boiler circuit
Bypass line
Fig. 7.1.12 Self contained three-port control valve reducing fireside corrosion
Water cooler X Z
Air compressor
Oil cooler
X Z
Fig. 7.1.13 Self-contained three-port valves used to control water and oil cooling systems on an air compressor
Questions
3. If the liquid expands with temperature, how can cooling control be achieved?
a| By fitting two control valves in parallel fashion ¨
b| It cannot because expanding liquid can only shut a control valve ¨
c| By using a bellows balanced control valve ¨
d| By using a normally closed control valve that opens with rising temperature ¨
4. Why do larger control valves tend only to close against lower pressures?
a| The control valve orifice is larger and needs a higher force to close ¨
b| The PN rating of larger control valves is less than smaller control valves ¨
c| The actuators are not designed to operate with high pressures ¨
d| The higher forces involved can rupture the capillary tubing ¨
5. Name two solutions which allow larger control valves to operate at high pressures.
a| Large actuators and large sensors ¨
b| Bellows balanced control valves or double-seated control valves ¨
c| It is not possible to allow larger control valves to operate at higher pressures ¨
d| Larger springs or a higher density capillary fluid ¨
Answers
1: c, 2: c, 3: d, 4: a, 5: b, 6: a
Module 7.2
Typical Self-acting Temperature
Control Valves and Systems
Flow
Figure 7.2.2 illustrates a design which is adjusted at the actuator end of the system. It is worth
noting that this system is limited to 1" (DN25) temperature control valves. This configuration is
useful where the control valve position is more accessible than the sensor position.
Flow
Sensor
Figure 7.2.3 depicts a third configuration which is similar to the one in Figure 7.2.1 but where
the adjustment is located between the sensor and the temperature control valve actuation. This
type of system is referred to as remote adjustment, and is helpful when either the control valve
or the sensor, or both, are likely to be inaccessible once the control valve has been installed.
Temperature control valve
Flow
Capillaries
It should be noted that capillaries of 10 metres or more in length may slightly affect the accuracy
of the control. This is because a larger amount of capillary fluid is subjected to ambient
temperature. When the ambient temperature changes a lot, it can affect the temperature setting.
If long lengths of capillary are run outside, it is recommended they are lagged to minimise this effect.
Pockets
Pockets (sometimes called thermowells) can be fitted into pipework or vessels. These enable the
sensor to be removed easily from the controlled medium without the need to drain the system.
Pockets will tend to slow the response of the system and, where the heat load can change
quickly, should be filled with an appropriate conducting medium to increase the heat transfer to
the sensor.
Pockets fitted to systems which have relatively steady or slow changing load conditions do not
usually need a conducting medium. Pockets are available in mild steel, copper, brass or stainless
steel. Long pockets of up to 1 metre in length are available for special applications and in glass
for corrosive applications. However, these longer pockets are only suitable for use where the
adjustment head is not fitted at the sensor end.
Temperature
control valve
Storage
Calorifier
Flow
Adjustable
temperature
sensor
Fig. 7.2.4 High limit cut-out unit with fail-safe control system
The system is driven by a self-acting control system, which releases a compressed spring in the
high limit cut-out unit and snaps the isolating valve shut if the pre-set high limit temperature is
exceeded.
The fail-safe actuator unit does not drive the control valve directly, but a shuttle mechanism in
the high limit cut-out unit instead. When the temperature is below the set point, the mechanism
lies dormant. A certain amount of shuttle travel is allowed for in either direction, to avoid spurious
activation of the system.
However, when the system temperature rises above the adjustable high limit temperature, the
actuator drives the shuttle, displacing the trigger, which then releases the spring in the high limit
cut-out unit. This causes the control valve to snap shut. Once the fault has been rectified, and
after the system has cooled below the set temperature, the high limit cut-out can be manually
reset, using a small lever. The system can also be connected to an alarm system via an optional
microswitch.
The high limit system also has a fail-safe facility. If the capillary is damaged and loses fluid, a
spring beyond the shuttle is released, pushing it the other way. This will also activate the cut-out
and shut the control valve.
The trigger temperature can be adjusted between 0°C and 100°C.
The fail-safe actuator unit shown in Figure 7.2.5 is only suitable for use with a high limit cut-out
unit. The systems shown in Figures 7.2.1, 7.2.2 and 7.2.3 can also be used with the cut-out unit
but they will not fail-safe. Figure 7.2.5 shows the high limit cut-out unit attached to a separate
valve to the temperature control valve. This is preferable because the high limit valve remains
fully open during normal operation and is less likely to harbour dirt under the valve seat. The
high limit valve should be line size to reduce pressure drop in normal use, and should be fitted
upstream of the self-acting (or other) control valve and as close to it as possible.
Separator Temperature
control valve
Steam
Flow
High limit High limit
protection temperature
sensor
High limit Fail-
cut-out unit safe
actuator
unit
Normal
temperature
Condensate sensor
Hot water
storage calorifier
Return
Cold water
make-up
Condensate
Fig. 7.2.5 Typical arrangement showing a high limit cut-out on DHWS heat exchanger
For heating applications, the high limit valve must be fitted in series with the temperature control
valve, as shown in Figure 7.2.5. However, in cooling applications, the temperature control valve
and high limit valve will both be of the normally-open type and must be fitted in parallel with
each other, not in series.
The following valves can be used with the high limit system:
o Two-port valves, normally open for heating systems.
o Two-port valves, normally closed for cooling systems.
o Three-port valves.
Valves having a ball shaped plug cannot be used with the cut-out unit. This is because the closing
operation could drive the ball into the seat and damage the valve.
Also, a double seated valve should not be used with this system because it does not have tight
shut-off.
Reverse acting
higher capacity
valve
Normally
open Normally open
medium low capacity
capacity valve
valve
Reverse acting
medium capacity
valve
Bellows
balanced
valve
Double seated
Double reverse acting
seated valve
valve
Spacer
Fig. 7.2.7
Twin sensor
adaptor
Fig. 7.2.8
Manual actuator
Manual
actuator
Industrial
o Metal plating - tank heating.
o Tank farms - heating.
o Refineries.
o Industrial washing.
o Steam and condensate systems.
o Laundries.
Non-storage calorifiers
o 2-port temperature control and overheat protection, (steam or water).
o 3-port temperature control and overheat protection (water only).
o 2-port time / temperature control (steam only).
Storage calorifiers
o 2-port temperature or time / temperature control and overheat protection (steam or water).
o 3-port control and overheat protection (water only).
Heating systems
o Basic mixing valve and compensating control.
o Zoned compensating controls.
o Basic compensator plus internal zone controls.
o Control of overhead radiant strip or radiant panels.
Process control
o Acid pickling tank.
o Plating vat.
o Process liquor boiling tank.
o Brewing plant detergent tank.
o Drying equipment, for example, laundry cabinet or wool hank dryer, chemical plant drying
stove for powder and cake, tannery plant drying oven.
o Continuous or batch process reaction pan.
o Food industry jacketed pan.
Cooling applications
o Diesel engine cooling.
o Rotary vane compressor oil cooler control.
o Hydraulic and lubricating oil coolers.
o Cooling control on cold water to single-stage compressor.
o Closed circuit compressor cooling control.
o Air aftercooler control.
o Air cooler battery control.
o Jacketed vessel water cooling control.
o Degreaser cooling water control.
Special applications
o Control for reducing fireside corrosion and thermal stress in LTHW boilers.
o Hot water cylinder control.
o Temperature limiting.
Questions
Answers
1: d, 2: b, 3: b, 4: c, 5: c, 6: c
Module 7.3
Self-acting Pressure Controls
and Applications
The total pressure available to close the valve consists of the downstream pressure acting on the
underside of the bellows plus the inlet pressure acting on the underside of the main valve itself
and the small force produced by the return spring. The control spring force must therefore be
larger than the reduced pressure and inlet pressure and return spring for the downstream pressure
to be set.
Any variation in the inlet pressure will alter the force it produces on the main valve and so affect
the downstream pressure.
This type of pressure reducing valve has two main drawbacks in that:
1. It suffers from proportional offset as the steam flow changes
2. It has relatively low capacity.
It is nevertheless perfectly adequate for a substantial range of simple applications where accurate
control is not essential and where steam flow is fairly small and reasonably constant.
Adjustment handwheel
Adjustment spring
(control spring)
Bellows
Flow
Return spring
Flow
Adjustment nut
Spring
Actuator
This type of valve is installed with the actuator below the pipe when used with steam, and has a
water seal pot to stop high steam temperatures from reaching and damaging the actuator’s
flexible diaphragm, which is commonly made out of neoprene. A typical installation for the
reduction of steam mains pressure is shown in Figure 7.3.3.
1 m minimum
Safety valve
Stop valve
Separator
Steam
Strainer Stop valve
WS4
water seal pot
Condensate Pressure
reducing
valve
Fig 7.3.3 Typical steam pressure reducing station for a large capacity direct acting pressure reducing valve
Pilot-operated valves
Where accurate control of pressure or a large flow capacity is required, a pilot-operated pressure
reducing valve can be used. Such a valve is shown schematically in Figure 7.3.4. A pilot-operated
pressure reducing valve will usually be smaller than a direct acting valve of the same capacity.
Adjustment spring
Pilot diaphragm
Pressure sensing pipe
Main diaphragm
Pilot pressure directed to
underside of diaphragm
by control pipe
A pilot-operated pressure reducing valve works by balancing the downstream pressure via a
pressure sensing pipe against a pressure adjustment control spring. This moves a pilot valve to
modulate a control pressure. The control pressure transmitted via the pilot valve is proportional
to the pilot valve opening, and is directed, via the control pipe to the underside of the main
valve diaphragm. The diaphragm moves the pushrod and the main valve in proportion to the
movement of the pilot valve. Although the downstream pressure and pilot valve position are
proportional (as in the direct acting valve), the mechanical advantage given by the ratio of the
areas of the main diaphragm to the pilot diaphragm offers accuracy with small proportional
offset.
Under stable load conditions, the pressure under the pilot diaphragm balances the force set on
the adjustment spring. This settles the pilot valve, allowing a constant pressure under the main
diaphragm. This ensures that the main valve is also settled, giving a stable downstream pressure.
When downstream pressure rises, the pressure under the pilot diaphragm is greater than the
force created by the adjustment spring and the pilot diaphragm moves up. This closes the pilot
valve and interrupts the transmission of steam pressure to the underside of the main diaphragm.
The top of the main diaphragm is subjected to downstream pressure at all times and, as there is
now more pressure above the main diaphragm than below, the main diaphragm moves down
pushing the steam underneath into the downstream pipework via the control pipe and surplus
pressure orifice. The pressure either side of the main diaphragm is balanced, and a small excess
force created by the main valve return spring closes the main valve.
Any variations in load or pressure will immediately be sensed on the pilot diaphragm, which will
act to adjust the position of the main valve accordingly, ensuring a constant downstream pressure.
The pilot-operated design offers a number of advantages over the direct acting valve. Only a
very small amount of steam has to flow through the pilot valve to pressurise the main diaphragm
chamber and fully open the main valve. Thus only very small changes in control pressure are
necessary to produce large changes in flow. The fall in downstream pressure relative to changes
in steam flow is therefore small, typically less than three hundredths of a bar (3 kPa; 0.5 psi) from
fully open to fully closed.
Although any rise in upstream pressure will apply an increased closing force on the main valve,
the same rise in pressure will act on the underside of the main diaphragm and will balance the
effect. The result is a valve which gives close control of downstream pressure regardless of
variations on the upstream side.
In some types of pilot-operated valve, a piston replaces the main diaphragm. This can be
advantageous in bigger valves, which would require very large size main diaphragms. However,
problems with the piston sticking in its cylinder are common, particularly in smaller valves.
It is important for a strainer and separator to be installed immediately prior to any pilot-operated
control valve, as clean dry steam will prolong its service life.
Pressure reducing
Isolating valve Isolating
valve valve
Separator
High pressure
Low
steam flow
Safety pressure
Strainer valve
Condensate
Fig. 7.3.5 Typical steam pressure reducing valve station
Many reducing valve problems are caused by the presence of moisture or dirt. A steam separator
and strainer with fine mesh screen, if fitted before the valve, will help to prevent such problems.
The strainer is fitted on its side to prevent the body filling with water and to ensure that the full
area of the screen is effective. Large isolation valves will also benefit from being installed on
their side for the same reason.
All upstream and downstream pipework and fittings must be adequately sized to ensure that the
only appreciable pressure drop occurs across the reducing valve itself. If the isolating valves are
the same size as the reducing valve connections, they will incur a larger pressure drop than if
they are sized to match the correctly sized, larger diameters of the upstream and downstream
pipework.
If the downstream pipework or any connected plant is incapable of withstanding the maximum
possible upstream pressure, then a safety valve or relief valve must be fitted on the downstream
side. This valve should be set at, or below, the maximum allowable working pressure of the
equipment, but with a sufficient margin above its normal operating pressure. It must be capable
of handling the full volume of steam that could pass through the fully open reducing valve, at the
maximum possible upstream pressure.
Pilot operation also allows the reducing valve to be relatively compact compared to other valves
of similar capacity and accuracy, and allows a variety of control options, such as on-off operation,
dual pressure control, pressure and temperature control, pressure reducing and surplussing control,
and remote manual adjustment. These variations can be seen in Figure 7.3.6.
Direct acting and pilot-operated control valves can be used to control either upstream or
downstream pressures. Pressure maintaining valves (and surplussing valves) sense upstream
pressure, while pressure reducing valves sense downstream pressure.
Drain pocket
and trap set
Boiler
It should be recognised that a PMV will not always cure the problems caused by insufficient
boiler capacity. Sometimes, when there is little plant diversity, only one real alternative is available,
which is to increase the generating capacity by adding another boiler.
However, there are occasions when the cheaper alternative of a steam accumulator is possible.
This allows excess boiler energy to be stored during periods of low load. When the boiler is
overloaded, the accumulator augments the boiler output by allowing a controlled release of
steam to the plant (see Figure 7.3.8).
In Figure 7.3.8, the boiler is designed to generate steam at 10 bar g, which is distributed at both
10 bar g and 5 bar g to the rest of the plant.
PRV 1 is a pressure reducing valve, and is sized to pass the boiler capacity minus the high
pressure steam load.
PMV PRV 2
High pressure
(HP) steam
10 bar g Low
pressure
(LP) steam
PRV 1 5 bar g
Boiler
Accumulator
For sizing purposes, the capacity of the pressure reducing valve PRV 2 should equal the maximum
discharge rate and time for which the accumulator has been designed to operate, whilst the
differential pressure for design purposes should be the difference between the minimum
operating accumulator pressure and the LP (Low pressure) distribution pressure. In this example,
PRV 2 would probably be set to open at about 4.8 bar g.
PMV is a pressure maintaining valve whose size is determined by the recharging time required
by the accumulator and the available surplus boiler capacity during recharging. When recharging,
the pressure drop across the PMV is likely to be relatively small, so the PMV is likely to be quite
large, typically the same size as the line in which it is installed. The PMV is usually set to operate
just below the boiler maximum pressure setting.
When the total plant load is within the boiler capacity, PRV 2 is shut and the boiler supplies the
LP steam load through PRV 1 which is set to control slightly higher than PRV2. Any excess steam
available in the boiler will cause the boiler pressure to rise above the PMV set point, and the
PMV will open to recharge the accumulator. Recharging will continue until the accumulator
pressure equals the boiler pressure, or until the plant load is such that the boiler pressure again
drops below the PMV set point.
Should the LP steam load continue to increase, causing the LP pressure to drop below PRV 2 set
point, PRV 2 will open to provide steam from the accumulator, in turn supplementing the steam
flowing through PRV 1.
There is more than one way in which to design an accumulator installation; each will depend
upon the circumstances involved, and will have a cost implication. The subject of accumulators
is discussed in more detail in Module 3.22 ‘Steam accumulators’.
Excess steam
to atmosphere
Steam
make-up PRV Surplussing valve
Flash
vessel
Safety
valve LP steam
to plant
HP condensate
LP condensate
Fig. 7.3.9 Typical surplussing valve on a flash vessel application
Questions
3. Name an advantage that a pilot-operated pressure reducing valve has over a direct
acting pressure reducing valve?
a| It is usually smaller for the same capacity
b| It has a much lower proportional offset
c| It is more accurate over large changes in load
d| All of the above
Answers
1: a, 2: c, 3: d, 4: c, 5: d, 6: a