Most standard models are rated for reliable operation down to only 32°.

During long, cold months in places such as Alaska, the north central United States, Canada, the North Sea, and Siberia, fluid automation products must perform well under harsh, frigid conditions, often unattended, and frequently at remote sites that render repair or replacement more difficult than usual. Even in warmer climates, cold storage or low-temperature processing lines present special challenges for material flexibility and seal integrity.

So the stakes are higher than ever when product choices are considered. This article examines five qualities to look for when purchasing valves, cylinders, and other fluid automation devices for application in low ambient temperatures.

1. Reliability and Reputation

For valves used in low temperatures, degraded performance arises from two main causes: lack of resiliency/flexibility and dormancy.

Resiliency and flexibility suffer as temperatures drop. One issue in this regard relates to elastomers in a valve disc or diaphragm, which depend on their resilient, elastic consistency to make a good seal with the valve seat. As they get colder, elastomeric polymers could shrink and also undergo glass transition, entering a hard, brittle, glass-like state. Both of these changes prevent consistent conformity of the disc against the seat, allowing a leak path to form.

Dormancy occurs when valves are operated at infrequent intervals (as in low-cycling applications). When a valve’s O-ring seals stay in uninterrupted contact with the body or main spool of the valve for days or even months, the seal could adhere against the grooves or imperfections in the metal surface of its mating components. Once operated, it could respond slowly, or not at all.

Both of these issues threaten reliable operation of the valve. Simple steps during assembly, such as applying high-grade lubricants that maintain serviceable consistency in the cold, can help combat surface friction. High-quality valve suppliers will also address potential problems by carefully selecting elastomers that stand up to low temperatures, as well as by designing valve seals that are optimized for frigid conditions. Dormancy may be virtually eliminated with construction such as replacing O-ring seals with T-shaped seals, which present a much smaller surface area at the point of contact.

As with valves, cylinders used in low ambient temperatures can face their own issues.

When it comes to resiliency, cylinder seal elastomers can encounter brittleness and shrinkage, as well as different rates of thermal expansion and contraction for adjoining materials. Potential leak paths also can be a concern. Cylinder manufacturers counter these risks by designing for minimal gap tolerances, and by selecting special cold-tested O-ring and seal materials that can retain sufficient flexibility at low temperatures.

Cylinders used in frigid conditions may also face the same dormancy challenges as valves, with stick and slip problems possible for surfaces that remain in contact for long periods. To fight friction and counteract dormancy, models may be permanently lubricated during assembly with carefully selected low-temperature lubricants. In addition, on critical dynamic parts such as rod and piston seals, manufacturers may incorporate special constructions such as spring-energized lip seals.

When considering products for duty in low ambient temperatures, users must ask prospective suppliers questions about performance issues such as flexibility and dormancy. They must also evaluate each vendor’s reputation and record of reliability.

2. Certification and Compliance

Another criterion to look at in choosing valves is in respect to certification and compliance. There are UL and Canadian Standards Association testing requirements for both general-purpose and safety shutoff valves. Both agencies include testing for endurance, valve seat leakage, and external leakage. They include MOPD (maximum operating pressure differential) and MSWP (maximum safe working pressure).

Beyond testing to these minimum agency standards, many suppliers go on to conduct additional tests that are not agency required. For example, they may perform tens of thousands of added endurance testing cycles. Further thermal tests may include cycles at high and low ambient temperatures, as well as in saturated conditions, wherein the temperature of the valve and the air media put through the valve are all kept at -40° for extended periods, to best simulate real-world operating conditions.

Some suppliers establish certified testing locations themselves. For example there is the UL Client Test Data program, where tests are performed to UL specifications in regularly audited UL-certified laboratories. Testing involves low ambient temperatures, complying with official requirements for valves and other devices used in general-purpose, safety shutoff, and hazardous applications. Such testing can result in applicable approvals from agencies, standards organizations, and equipment directives worldwide, including UL, CSA, Factory Mutual (FM), Explosive Atmospheres (ATEX), and Gosudarstvennyy Standart (GOST). Selected constructions can produce third-party certifications including Canadian Registration Number (CRN) and Safety Integrity Level (SIL) ratings.

User experience suggests that appropriate certification — or lack thereof — should play a significant part in your purchasing decision.

3. Breadth and Depth of Offering

Another consideration is access to the widest possible selection of products for low temperatures. One-stop shops provide timesaving convenience that can be important to busy planners and users; there’s only one source to specify, one contact to call, and one solution to keep in inventory.

In fact, to consolidate inventories or to meet worldwide specifications, some global companies specify certain low-ambient-temperature valves from a single source — and use them exclusively for a given application, even in warmer regions.

A provider with a wide breadth of valves is also likely to employ the latest technologies. These might include elastomer compounds that ensure integrity in frigid conditions, or new power-saving approaches for remote locations.

A few suppliers even push the outer limits of valve technology, offering models rated for operation below -40°.

4. Low Temperature and Low Power

Simultaneous with the requirements for valves and other devices that will function in low temperatures have resulted in similar needs for devices that will also work on low power.

Users may simply appreciate lowering energy costs. More critically, in remote locations such as oil and gas transmission pipelines or extraction sites, conventional valves may require heat tracing or protection. These and other power demands often necessitate larger, more costly power supplies such as battery charging systems or solar panels.

Therefore, some suppliers have responded with models that meet criteria both for low temperatures and low power. Besides units that draw the least possible current at all times, some newer models feature peak-and-hold technology, which typically draws 11 watts (W) just at opening, then remains open at only 0.5 W or 1 W. Any valve well optimized for low power may enable users to specify smaller battery banks, or run the valve longer without sunlight, or merely ensure less drain on backup generators or batteries.

5. Service and Support

Choosing the right source for low-ambient-temperature valves is often about more than just hardware. Finding a partner with the availability and support programs you need could prove equally important.

To start, look for catalog and ordering materials that are clear and easy to use. Favor suppliers with well-organized, instantly accessible configuration and online ordering. Some suppliers let users download 2-D drawings and 3-D models directly into their CAD software; that’s highly advantageous for OEM designers.

Explore responsiveness issues. Do valve representatives and home office technical support experts respond promptly to questions, via phone, email, and chat services? Do they exhibit knowledge of low-temperature issues in your particular industry or applications?

If you’re part of a global organization, does the valve manufacturer match your company with robust worldwide support?

Where possible, question distributors about their relationship with specific valve manufacturers.

Perhaps most crucially, consider availability. When you need a particular fluid automation device, you often need it right now. Make sure the supplier you ultimately select can provide convenient local stocking and fast delivery — ideally via a quick-shipment program that publishes high on-time delivery rates.

Conclusion

Selecting fluid automation devices for service in low ambient temperatures presents some hard challenges. Users, designers, and other specifiers must give close attention to critical issues of reliability, testing and compliance, variety of selection, low-power capabilities, and support. The result will be solutions that deliver ensured performance in the colder corners of the world for years to come.

Publication date: 9/16/2013