5 Must-Have Features in a industrial valves

Author: Morgan

Jul. 21, 2025

5 Key Features to Look for When Choosing Sample Valves for Your ...

Sample valves are critical components for many industrial processes involving liquids, gases, and slurries. They ensure industries continue to run smoothly and efficiently while providing an outlet for both manual and automated material testing. 

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Of course, every industrial process has its own specific specific requirements when it comes to sampling valve selection. Each tank or channel is maintained at a particular temperature and pressure level. Materials may be expansive, corrosive, flow at a certain viscosity, or contain particulates that must be filtered or tested selectively. Sample valves contribute to quality control and process efficiency by quickly extracting fluids or gasses for identification and testing.

This means the selection of the right sample valve can have a profound impact on your system performance. We can help you choose the ideal sample valve for each stage of your production by understanding the 5 key features for sample valve selection.

What Are Sample Valves?

Sample valves are a particular type of valve used to take samples from gas, liquids, slurries, powders, and viscous materials. This allows for testing for identification, quality control, and regulation compliance without interrupting the active manufacturing or industrial process. 

Sample valves keep processes running efficiently while also providing real-time testing results. This ensures the ability to make real-time corrections if a variance is detected or confirm that everything is running smoothly at all times.

Sampling valves are able to maintain process integrity with precise and sterile sample extraction, operated either manually or automated for routine sampling at key points in the process without interrupting operations.

5 Key Features for Sample Valve Selection

Choosing the right sample valve determines the precision, longevity, and performance of your sampling capabilities. It is vital to choose or customize your sampling valve to meet the specific needs of each material and the processing equipment where the sampling valve will be installed. These key features will ensure you choose the right valve for your industrial needs.

1. Material Compatibility

Start by assessing the valve materials that are compatible with your material and sampling environment. Key factors include chemical resistance, temperature, and pressure tolerance. If your materials are corrosive or have other chemical properties, select materials that can handle the chemical composition of your materials.

If you are sampling materials at a specific temperature or pressure, ensure your valve material is suitable to the environment to prevent damage, injury, or disruption of the industrial process.

Certain materials offer the greatest durability and longevity for specific conditions.

  • Stainless Steel - Stainless steel provides high oxidation and corrosion resistance. It works well in high-pressure and high-temperature environments with long-term strength and performance.
  • Monel - Monel is known for its high corrosion resistance, particularly when dealing with salt solutions. It performs well in seawater, salt, and other saline uses.
  • Inconel - Inconel has a high oxidation and corrosion resistance. It is also excellent at handling extreme pressure and extreme heat environments.

These materials can help to ensure durability, longevity, and efficiency in your sampling procedures.

2. Valve Design and Customization

The design of your valve will determine how it operates, sample size and precision, and maintenance requirements. You can also customize the design features of your valve to meet very specific industrial needs.

The most common types of valve designs are ball valves and needle valves.

  • Needle Valves - Needle valves have a very small port. The plunger is needle-shaped, allowing for extremely precise regulation of flow and very small sample sizes.
  • Ball Valves - Ball valves operate using a pivoting ball to control the flow. They are a standard choice for liquid management and can provide a measured sample size with each rotation.

Customization also makes it possible to tailor valves to meet the specifications of each industrial process. Customizations include size, materials, measured dispensing, and automation features. This will help you achieve the vital task of choosing a design that integrates seamlessly into your existing industrial systems.

3. Safety and Leakage Prevention

Safety is an essential element of sample valve design. Sample valves are intended to provide measured and safe extraction of materials for two important reasons. First, to protect the industrial process from disruption or contamination. Second, to ensure the safety of human operators and nearby machinery from potential damage caused by explosive release or leaks.

Evaluate each potential sampling valve for safety and leak prevention features.

  • Safety Mechanisms - Pressure relief reduces the risk of explosive release when sampling high-pressure systems.  Contamination prevention ensures that taking a sample does not affect the materials within the industrial process. Both of these features protect operators and your environmental safety.
  • Seal Integrity - High-quality seals made from materials that can withstand the tested material are essential. These prevent leaks and ensure the integrity of each sample.

Enact best practices to keep your valves in optimal condition to maintain that safety.

  • Regular Servicing - Clean, inspect, and replace parts at regular intervals to maintain valve performance.
  • Qualified Inspector - Ensure your sample valves are examined by an inspector trained to identify maintenance needs.
  • Keep a Log - Make a log entry for each inspection and maintenance task performed with the sample valve.
  • Timely Replacements - Consider the environment and usage wear on parts over time. Schedule timely replacement before failure risk becomes imminent.

4. Ease of Operation and Maintenance

The durability and integrity of your sample valve are critical - but so too is the role it plays in your operations. A well-designed sample valve should be easy to operate, inspect, and maintain. This ensures ongoing efficiency in both your daily operations and routine maintenance cycles.

A sample valve should feature a user-friendly design, such as simple valve operation, easy automation, and accessible maintenance. For manually operated valves, ergonomic handles are a must, ensuring your team can easily grip and operate the valve. Quick-disconnect ports enable safety and easy maintenance procedures. 

Maintenance also plays a role in ease of operation. Valves should have easily accessible components and cleaning features. This will help reduce downtime and enhance productivity, as your team will be able to inspect, clean, and replace valve parts with ease.

When valves are easy to operate, you can also more efficiently test, inspect, and repair each sample valve as needed.

5. Cost and Durability

When investing in new industrial equipment, it's important to consider the balance of cost and longevity. This defines the investment value not just up-front, but over the years of performance you will get from the part. A sampling valve made from high-grade materials and a tailored design to suit your industrial needs can last for many years with standard maintenance procedures. This provides a valuable investment in terms of long-term durability and performance.

Choosing high-quality valves can lead to cost savings through reduced maintenance and longer cycles before replacement is necessary.  By evaluating the total cost of ownership during your valve selection process, you can ensure excellent long-term performance and cost efficiency for your industrial facilities.

The Keys to Valve Selection

Selecting the ideal sample valve for your industrial process relies on understanding your needs, and then seeking out a design that both meets those requirements and offers greater value through excellent design and superior quality. You can find the best valve when you evaluate, prioritize, explore, and customize.

Evaluate Your Needs

First, assess the needs of your industrial process. Consider the material you are working with, the conditions of the test environment, your sampling requirements, and any relevant regulations for compliance. The valve should allow you to take exactly the right sample size, manually or through automation, providing sterile samples and preventing contamination or disruption of the industrial process.

Prioritize Necessary Features

Once you have cataloged your needs, explore valve materials and design features that meet your requirements. Consult with a valve expert to help you identify the baseline design for a valve that can fulfill your performance needs. Make sure materials are made to withstand the work they are used for.

Explore Optional Advantages

With your baseline defined, you can explore additional features that may improve your sample valve operations. Self-cleaning features, ergonomic design, or advanced valve actuation features are all potential ways to enhance or streamline your sampling procedures.

Customize for Perfection

Lastly, explore your options for customization. Tailor the valve materials, size, or design features to both perfectly meet your needs and provide exactly the enhancements that will provide the greatest benefits to your operations. McKenzie Valve experts can help you with both the selection and customization process.

The Key Is McKenzie

Choosing the best sample valve for your operations is an involved process of assessment, planning, and customization. The key features to consider include material, design, safety, ease of use, and long-term durability. You can find everything you need, from high-quality standardized sample valves to precise customization options with McKenzie Valve. Contact us for outstanding support and custom-tailored products designed to meet your industrial needs.

Reach out to McKenzie Valve now to learn why a sample valve is right for you and get the product you're looking for.

10 Things to Know About Operating Valves in Industrial Settings

Industrial valves are indispensable flow control devices that regulate, isolate, initiate, stop, and alter the direction of fluids. These devices can also relieve excess pressure from a piping system or from pressurized vessels. There are multiple valve designs and sizes to suit different industrial applications. Choosing or utilizing the wrong valve can affect the quality and consistency of industrial processes negatively. Engineers consider several process variables, fluid properties and environmental conditions when sizing and selecting valves.

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Effective industrial valves should provide a reliable and durable fluid service — dispensing fluids at the required flow rates, sealing against leakages, backflows and emissions, and maintaining optimal sensitivity to pressure and temperature changes in the pipeline. Valve components should provide adequate physical and chemical resistance to corrosion by service fluids and immediate environments.

Understanding the operation of different categories of valves is beneficial for choosing and customizing flow control solutions for several industrial applications. How complex is the valve selection process, and what factors should engineers consider when selecting industrial valves to minimize their total cost of ownership?

1. Compatibility of Valve Materials with the Service Media

Industrial pipelines handle fluids with different physical characteristics — they can be liquid, gaseous or semi-solid (slurries), with varying chemical compositions. One should explicitly understand the qualities of the service fluid before choosing a valve. Materials used to manufacture valves should provide adequate resistance to the erosive actions of service fluids. Abrasive fluids cause premature failure of internal components like seals and closing mechanisms.

Ensure that valve materials are compatible with the service media. Extreme fluid service pipelines — like industrial chemical pipelines, viscous fluid service and cryogenic applications — require valves made from stainless steel, molybdenum and/or even chromium alloys. The valves can utilize metallic or chemically resistant seals. These materials provide excellent corrosion resistance and can accommodate extreme temperature and pressure changes. If unsure of compatibility, always talk with a valve engineering expert to confirm proper configuration for your service.

2. Temperature and Pressure Classifications

Every pipeline has a specific temperature and pressure class, defining the allowable operating range. The performance of an industrial valve should remain consistent as the pressure and temperature of the service fluid change. High process temperature and pressure can lower the strength of valve materials, increasing the risk of valve shell rupture.

When selecting industrial valves, one should confirm if the temperature and pressure range is within the desired pipeline ratings. Valve materials and wall thicknesses should accommodate the maximum pressure and temperature of the pipeline without failing over multiple cycles. The valve should provide a reliable safety margin, in case an emergency causes fluid conditions to exceed the designed limits. Manufacturers rely on standards like ASME B16.34, which defines the allowable pressure and temperature ratings for different body materials.

3. Applicable Valve and Industry Standards

Before selecting an industrial valve, one should consider the pipeline locations and the applicable standards within that jurisdiction. Several valve standards exist in the market. The most popular standards are EN for the European market and American Society of Mechanical Engineers (ASME) for the American valve market. Other associations, like the American Water Works Association (AWWA), have developed additional valve standards.

The choice of industrial valves should adhere to the standards used to design and configure existing pipeline systems. It may be impossible to install a valve bearing certain specifications in a particular location unless it has received additional approval and certification. For example, a high-pressure gate valve, manufactured with ASME standards, can only be used in Europe if it bears a CE marking. One should always double-check the relevant regional standards and additional approvals required when using a different standard to guarantee maximum valve safety.

4. Valve Leakage Ratings and Testing Standards

Valve trim design determines the allowable leakage rates valves can provide when conveying different fluids. Valves undergo rigorous testing after manufacturing, and are assigned leakage classes accordingly. Every leakage class has a maximum permissible leakage rating that determines where particular valves can be used. There are six leakage classifications as specified by the ASME.

The leakage classes determine the type of seating materials for different valves. A ball valve with a Class VI leakage rating has soft seats made from materials like Teflon or PTFE, while Class IV valves have metallic seats.

When choosing industrial valves, one should identify the acceptable leakage levels and type of service media. Ensure manufacturers adhere to the recommended testing standards when assigning leakage ratings to new valves.

5. Valve Actuation Requirements

Actuators automate valve operation in industrial pipelines to ensure consistent and accurate fluid control. The actuator delivers sufficient forces to stroke the valve closure mechanism and overcome frictional forces exerted by the service fluid, allowing process engineers to operate valves remotely. Valve actuation mechanisms include:

  • hydraulic actuators
  • pneumatic actuators
  • electrical actuators.

Each actuation mechanism requires an external power source and exhibits unique performance characteristics. A pneumatic actuator provides a faster cycle time and is more durable than an electric actuator. A hydraulic actuator provides more torque — to actuate valves in large pipelines, requiring more force to operate.

When choosing an actuator, one must consider its size, availability of external power sources, and industrial setting environment to be able to distinguish the best option for durable and consistent actuator performance.

6. End Connection Types

Valves are designed to be installed between existing pipes. The valves have specific end connections that are compatible with the flanges of adjacent pipes. Valve connection points can be a source of leaks and emissions that can threaten the safety and reliability of piping systems. Common end connections can be:

  • thread end type
  • welded ends  type
  • flanged end type.

Threaded and flanged connections are easy to install and unmount when maintaining or replacing faulty valves. The flanges and threads adhere to different valve manufacturing standards for universal compatibility. Welded valve connections are critical for high-temperature and pressure applications with strict leakage and emission control requirements like chemical processing pipelines.

Process valves should have the right end connection types, compatible with existing piping systems for easy installation and maintenance.

7. Operate and Install Valves Properly

One can choose the correct valve for a fluid application but fail to achieve the required fluid control standards due to poor handling when installing and operating valves. Some valves are designed for installation in horizontal pipes, while others are used in vertical and horizontal pipe orientations. Poor handling and storage of valves before installation can damage the sealing elements or tamper with the end connections, causing difficulties during the installation.

Valves should be transported upright, with end caps and seals retained until they arrive at the installation point. Lift heavy valves using eyebolts. During installation, engineers should align the valve properly and use the correct torque (force) to connect it to adjacent pipes.

Once installed, valves should operate within the designed limits. Operators should follow correct procedures when opening or shutting manually-operated valves, and adhere to recommended factors of safety to prevent premature valve failures.

8. Valve Maintenance Requirements

Valve maintenance is essential for extending a valve’s durability and safety. A valve experiences internal wear and tear caused by the service media and external damage due to environmental impact. Failure to inspect and maintain valves increases their probability of failure, causing fugitive emissions, leakages, safety hazards, and irregular fluid control.

Some valve maintenance activities include:

  • cleaning
  • lubrication
  • leakage inspections
  • exercising (for less frequently cycled valves)
  • replacement of trim components.

Companies should establish reliable measures and schedules for implementing corrective and preventive activities for industrial valves. Engineers should identify maintenance requirements for each valve and define the frequency for inspecting and rectifying faulty valves. The replacement parts should meet the original manufacturer's standards to ensure optimal valve performance.

9. Valve Safety Measures

Industrial equipment, including valves, breaks down and causes a ripple effect that impacts other operations. That explains why valves are designed with a fail-safe mechanism to provide a safe window to shut down processes and minimize the impact of damage due to valve failure. Fail safe control valves are either normally open or normally closed. The normally open valve moves to an open position when the actuating power is withdrawn, while the latter closes when actuating power is lost.

Where appropriate, choose a valve with the appropriate fail-safe mechanisms to ensure maximum safety during emergencies.

10. Additional Valve Protection Requirements in Harsh Environments

Although engineers can choose the right valve sizes, types, and actuators for different processes, harsh industrial environments can lower their performance. High environmental temperature, acidity and humidity can corrode external surfaces faster, reducing the strength of the shell.

Valves used in harsh environments should have additional surface protection. They should be coated with thicker paints or manufactured using corrosion-resistant materials.

Final Words

Engineers should put in due effort when designing or selecting valves for different industrial processes. They should evaluate the qualities of each valve and verify that they have the desired performance characteristics. Proper valve selection, whether dealing with the ball, butterfly, gate or other types of control valves, is beneficial for guaranteeing durability, efficiency, and safety. Valves should exhibit excellent performance in their intended fluid applications.

This article was written and contributed by Gilbert Welsford Jr. of ValveMan.com. 

About the author

Gilbert Welsford Jr. is the founder of ValveMan.com and a third-generation valve entrepreneur. He began learning about valves at a young age and brought his entrepreneurial ingenuity to the family business in by creating the online valve store - ValveMan.com. Gilbert’s focus is building on the legacy his grandfather started, his father grew, and he has amplified.

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