Figure 1: Gate valve
A gate valve is a control valve that either allows media to flow through unobstructed or stops the fluid flow. The main advantage of a gate valve is the straight-through unobstructed passageway, which induces minimal pressure loss over the valve. The unobstructed bore of a gate valve also allows for a pig's passage in cleaning pipe procedures, unlike butterfly valves. However, gate valves are slower than quarter-turn valves and should only be used in the fully open or closed position, not to regulate the flow. Automated gate valves exist with either an electric or pneumatic actuator, but a manual gate valve is cost-effective since gate valves are typically used infrequently. Gate valves are also commonly referred to as sluice gate valves.
The gate valve symbol has two triangles pointing towards the center of a vertical line, as seen in Figure 2. This figure is commonly used in piping and instrumentation diagrams (P&IDs). Read our valve symbols article for more information.
Figure 2: Gate valve symbol
A gate valve has seven main parts, which can be seen in Figure 3, which are: handwheel (A), stem (B), gasket (C), bonnet (D), valve body (E), flange (F), and gate (G). A flanged gate valve or threaded gate valve is the most common connection type to connect the valve to an application. In addition, depending on the specific design and application, the handwheel, stem, bonnet, and gate can have different designs to accommodate different applications. However, the main function of the gate valve parts remains the same. Continue reading to find those sections.
Figure 3: Gate valve
A gate valve operates similar to other valves. To open the valve, turn the handwheel (A), which moves the gate (G) up or down on the stem (B) via the threads. A gate valve requires more than one 360° turn to open or close the valve fully. When the gate is lifted up, it opens the inlet to the outlet allowing an unobstructed passageway for the media to flow. When the gate is lowered, it closes and blocks the media flow.
The relationship between the gate's vertical travel and the flow rate is nonlinear for a gate valve, with the greatest changes occurring near-complete closure. When used to regulate flow, the relatively high velocity of the flow at partial opening results in gate and seat wear, which along with possible vibrations of the gate, shortens the valve's service life. Therefore, a gate valve should only be used for on/off control.
There are three main types of gate valve actuation methods:
The gate comes in various designs and technologies to produce effective sealing for differing applications.
A knife gate valve is used for thick fluids and dry bulk solids. The gate is only one piece of metal, which is typically pointed like a knife. These valves are self-cleaning as they pass the seat rings every time they open and close.
A wedge gate valve has a gate in the shape of a wedge that sits on two inclined seats, as seen in Figure 4 Labeled A. In addition to the primary force created by fluid pressure, a high wedging force on the seats created by the stems tightening assists with the sealing. The wedge-shaped gate does not stick to the seat in case of high fluid differential pressure and has an increased service life due to less "rubbing" on the seats. However, wedge-shaped gate valves have an additional compression load on the seats that may result in thermal binding and restricted valve opening due to expansion.
Figure 4: Wedge gate valve vs parallel gate valve
A parallel slide gate valve has a flat gate and seats parallel to it. Parallel slide gate valves use line pressure and positioning to make a tight seal. Flat gates consist of two pieces and have a spring in the middle. The spring pushes the pieces towards the seats for enhanced sealing. Due to their inherent design, parallel gate valves have a safety advantage in higher temperature applications. Furthermore, since there is no wedging action in parallel gates, closing torques are comparatively smaller, resulting in smaller, less expensive actuators or less manual effort. Due to their sliding into position, parallel gates keep dirt away from the seating surfaces.
Slab gates, also called through-conduit gate valves, are one-unit gates that include a bore-size hole. The bore is in line with the two-seat rings in the open state. This alignment creates a smooth flow with minimal turbulence. This unique design allows for minimal pressure loss in the system and is perfect for the transportation of crude oil and natural gas liquids (NGLs). The valve seats remain clean. However, the disc cavity can capture foreign material. Therefore, the cavity typically has a built-in plug for maintenance purposes of draining the accumulated foreign material.
Expanding gate valves have two slab gates matched together that provide sealing through the mechanical expansion of the gate, as seen in Figure 5. When lifted, both of the slab gate's cavities allow the media to flow. The upward force on one slab and the stoppage of the second slab, by a step in the valve body, allows for outward mechanical expansion for a proper seal. When closed, the slab gates block the media flow, and the downward force (stem) on one slab and upward force (step in valve body) allows for outward mechanical expansion for a proper seal.
These valves provide an effective seal simultaneously for both upstream and downstream seats. This seal makes them ideal for applications like isolation valves in power plants, block valves in process systems, and high-temperature valves in refineries.
Figure 5: Expanding gate functioning with the closed position (A) and the open position (B)
The bonnet of a gate valve protects the internal parts of the gate valve by creating a leak-proof seal. Therefore, it is removable for repair or maintenance purposes. Gate valves can have screw-in, union, bolted, or pressure seal bonnets depending on the application.
Screw-in bonnets are the simplest in construction and can be seen in Figure 1. They are common in small size valves and provide a durable leak-proof seal.
Union bonnets are held in place by a union nut. The union nut sits on the lower edge of the bonnet and screws into the valve body threads. This type of design ensures that the leak-proof seal created by the nut does not deteriorate by frequent removal of the bonnet. Therefore, union bonnets are common for applications that require regular inspection or maintenance.
Bolted bonnets provide sealing in larger valves and higher pressure applications. Figure 7 shows a gate valve with the bonnet and valve both flanged and bolted together.
Figure 6: Bolted bonnet gate valve
Pressure seal bonnet gate valves are ideal for high-pressure applications (more than 15 MPa). Pressure seal bonnets have a downward-facing cup inserted into the valve body. When internal fluid pressure increases, the cup is forced outward, improving the seal.
The gate is raised and lowered by the spinning of a threaded stem (Figure 2 Labeled B). As discussed, a manual wheel or actuator spins the stem. Depending on the design, it is either considered a rising stem gate valve or a non-rising stem gate valve. So, as you spin the stem, it either raises or stays in place with the spin.
Outside Screw and Yoke (OS&Y), also referred to as rising stems, are fixed to the gate. Therefore, the threads are on the actuation side. So, as the gate is raised or lowered, the stem moves with it up and down. Consequently, they have built-in visual indicators of the state of the valve and are easily lubricated. Since they have moving components, they cannot be used with bevel gears or actuators. Therefore, rising gate valves are suitable for manual actuation.
On the other hand, a non-rising stem is fixed to the actuator and threaded into the gate. An indicator is often threaded onto the stem to show the open or closed state of the valve. Non-rising gate valves are common in underground installations and applications with limited vertical space.
Gate valves have numerous industrial and residential applications.
A gate valve is a control valve that either allows media to flow through unobstructed or stops the fluid flow.
A gate valve works by rotating the stem (manually or with an actuator) to raise or lower a gate. The gate either allows unobstructed fluid flow or stops the fluid flow.
A gate valve is used to allow for unobstructed fluid flow or to stop the fluid flow.