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GUIDE / FLOW-01 — FLUID SYSTEM SELECTION

Pump + Valve Selection Guide

Pump and valve selection begins with the fluid and the operating conditions of the system. Media composition, viscosity, required flow, pressure, temperature, materials, seals, connection geometry, pressure drop, control function, actuation, maintenance, and piping conditions should be defined before selecting equipment.

FLOW / REQUIREMENTS

Define the Fluid-System Requirement

The same nominal pump or valve size can behave very differently depending on the fluid, pressure, flow, piping, temperature, control method, and internal materials.

REQ / MEDIA

Process Media

Identify the liquid, gas, mixture, slurry, chemical, oil, water, air, or other process fluid and any contaminants or suspended solids.

REQ / FLOW

Flow Rate

Define minimum, normal, maximum, startup, bypass, and process flow requirements along with acceptable variation.

REQ / PRESS

Pressure

Record suction pressure, discharge pressure, system pressure, pressure differential, transient conditions, and maximum allowable operating pressure.

REQ / TEMP

Temperature

Determine fluid and ambient temperature ranges because temperature can affect viscosity, seals, materials, pressure capability, and lubrication.

REQ / MAT

Materials + Seals

Identify body, wetted-part, seat, diaphragm, gasket, and seal materials compatible with the fluid and environment.

REQ / CTRL

Control Function

Determine whether the system requires simple isolation, throttling, metering, pressure regulation, check function, diversion, or automated actuation.

FLOW / MEDIA

The fluid defines the equipment environment.

Fluid properties affect pressure loss, pump behavior, valve sizing, materials, seals, wear, temperature, and maintenance.

Do not select equipment using water-like assumptions when the actual process fluid behaves differently.

OT / FLUID PROPERTY CHECK
Viscosity
Resistance to flow can affect pump performance, pressure drop, required power, valve behavior, and line losses.
Density
Fluid density influences mass flow, pump power, system forces, and some pressure relationships.
Solids
Suspended solids, particles, fibers, or abrasive material can influence clearances, wear, plugging, valve geometry, and pump type.
Corrosiveness
Chemical compatibility should be checked for every wetted body, trim, seal, gasket, diaphragm, and internal component.
Temperature
Temperature can change viscosity, vapor behavior, seal performance, material strength, and allowable operating pressure.
Cleanliness
Process cleanliness requirements can affect construction, internal geometry, drainage, sealing, materials, and maintenance procedures.
FLOW / FUNCTION

Match Equipment to the Required Function

Pumps create or maintain fluid movement, while valves control how that fluid moves through the system. The required function should be clear before equipment type is selected.

PUMP / MOVE

Create Flow

Pumps provide energy to move fluid through piping, equipment, elevation changes, restrictions, and process components.

VALV / ISO

Isolate

Isolation valves open or close a flow path for operation, maintenance, process separation, or equipment protection.

VALV / MOD

Regulate + Throttle

Control valves modify flow or pressure by changing the available flow area or responding to process conditions.

VALV / DIR

Direct + Prevent Flow

Directional and check functions can route fluid, prevent reverse flow, select process paths, or protect equipment.

FLOW / MATERIAL

Check Every Wetted Material

Compatibility is determined by more than the pump casing or valve body. Seals, seats, diaphragms, impellers, trim, gaskets, coatings, and other internal components also contact the fluid.

Component
Why It Matters
Verify
Body / Casing
Provides structural pressure containment and forms the primary fluid path.
Chemical compatibility, pressure, temperature, corrosion, erosion, external environment, and piping material.
Seals
Prevent leakage around shafts, stems, joints, moving elements, and pressure boundaries.
Fluid compatibility, temperature, pressure, motion, wear, lubrication, and expected service life.
Seats
Valve seats influence shutoff, wear, friction, temperature capability, and leakage performance.
Media, pressure differential, temperature, cycling, solids, required shutoff, and actuation force.
Impeller / Rotor
Pump internal elements transfer energy to the fluid and may experience high velocity, wear, corrosion, or cavitation.
Fluid chemistry, solids, speed, erosion, temperature, operating point, and expected life.
Diaphragm
Flexible diaphragms may separate fluids, create pumping action, or provide valve actuation and sealing.
Chemical compatibility, flex life, temperature, pressure, permeation, cycling, and process purity.
FLOW / METHOD

Four-Step Pump + Valve Selection Process

Define the process first, then compare equipment against the actual fluid and system operating conditions.

STEP / 01

Define the Fluid

Record fluid type, viscosity, density, temperature, corrosiveness, solids, cleanliness, vapor behavior, and process requirements.

STEP / 02

Define Flow + Pressure

Determine required flow, suction conditions, discharge pressure, differential pressure, line losses, pressure drop, operating range, and transients.

STEP / 03

Select Materials + Interface

Choose suitable body materials, wetted components, seals, seats, port size, connection type, orientation, and mounting configuration.

STEP / 04

Verify Control + Installation

Confirm actuation, control signals, piping, power, accessibility, drainage, priming, maintenance, and compatibility with surrounding equipment.

FLOW / INSTALL

Piping + Control Installation Checks

Pump and valve performance is strongly affected by the surrounding piping, available suction conditions, orientation, control devices, and maintenance access.

Mechanical + Piping
  • Confirm port or flange size, connection type, pressure class, and orientation.
  • Verify piping does not place excessive mechanical load on equipment connections.
  • Check pump suction conditions and required inlet piping arrangement.
  • Confirm flow direction for directional valves and process equipment.
  • Provide access for seals, packing, actuators, strainers, and service parts.
  • Account for drainage, venting, flushing, priming, and isolation requirements.
Actuation + Control
  • Confirm manual, pneumatic, hydraulic, electric, or solenoid actuation requirements.
  • Verify supply pressure or electrical power for the actuator.
  • Check fail position, spring return, and loss-of-power behavior where relevant.
  • Confirm control signal, switching method, feedback, or position indication.
  • Verify cycle rate, response time, modulation requirements, and actuator sizing.
  • Confirm compatibility with process controls, interlocks, and safety functions.
FLOW / AVOID

Common Pump + Valve Selection Mistakes

Fluid equipment can share the same nominal connection size while having very different operating characteristics, materials, pressure limits, and control behavior.

ERROR / SIZE

Selecting by Pipe Size Alone

Matching the connection size does not guarantee suitable flow capacity, pressure drop, pump performance, or valve control behavior.

ERROR / MEDIA

Ignoring Fluid Properties

Viscosity, corrosiveness, solids, temperature, and other properties can change equipment performance and material suitability.

ERROR / SEAL

Checking Body Material Only

Internal seals, seats, diaphragms, gaskets, trim, and other wetted materials must also be compatible.

ERROR / PRESS

Ignoring Pressure Differential

System pressure and pressure difference across equipment can affect flow, actuation force, pump operating point, cavitation, and shutoff performance.

ERROR / CTRL

Overlooking Actuation

A valve can be mechanically suitable but incompatible with available air pressure, electrical power, control signal, cycle rate, or fail-position requirements.

ERROR / SYSTEM

Selecting Equipment in Isolation

Piping layout, restrictions, suction conditions, elevation, upstream and downstream equipment, and control strategy influence actual system performance.

FLOW / RELATED

Related Pump + Valve Resources

Use these references for additional information on industrial pumps, valves, flow measurement, pressure control, and fluid-system compatibility.

Pump Resources

Industrial pump references covering multiple fluid movement technologies.

Valve Resources

References for isolation, directional, automated, and process-control valves.

Measurement + Control

Related flow and pressure components used to monitor and control industrial fluid systems.

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