Gate Valves vs. Ball Valves: How to Choose the Right One

02 Jul.,2024

 

Gate Valves vs. Ball Valves: How to Choose the Right One

As we mentioned, ball valves operate by rotating a ball 90° while gate valves are controlled by moving a gate up or down. Because of their design, ball valves can perform an almost immediate shutoff, whereas gate valves are not able to act as quickly. This makes ball valves a better choice for applications where fast cycle speed is desired.

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The 90° operation of ball valves makes them faster to cycle, both manually and with an actuator. This is a benefit in most instances but can potentially cause water hammer in high-pressure applications. If the pressure is high enough, the pipe could weaken or even break, which is why users of manual ball valves should turn the levers slowly to avoid water hammer.

Applications & Use Cases

Gate Valve Uses Ball Valve Uses Shutoff and isolation service for:
  • Wastewater Plants
  • Power Plants
  • Mining
  • Process Plants
  • Large Water Supply Lines

Gate valves are commonly found in older home plumbing systems.

On/off control for specialized industries including:
  • Oil & Gas
  • Food & Beverage Equipment
  • Automotive
  • Vehicle Wash Systems
  • Power Processing
  • Pharmaceutical
  • Chemical Admixtures & Treatment
  • Irrigation & Water Treatment Equipment
  • Manufacturing Facilities

Ball valves are also found in newer home plumbing systems.

Cost

In the gate valve vs. ball valve debate, cost is a major differentiating factor. Up front, gate valves are less expensive than ball valves, but they can be more susceptible to corrosion which means they will need repairs and replacement more frequently. Ball valves have a higher initial cost, but they are the better choice for longevity since they are more durable and highly effective at forming tight seals.

Maintenance

As we just discussed, gate valves are, in general, less durable than ball valves. In moderate or high cycle applications, gate valves will require routine maintenance or replacement. Most ball valves are designed to be maintenance-free and should be replaced rather than repaired. Three-piece ball valves, however, are designed so that the valve seats and seals can be easily replaced without removing the valve from service. This is why 3-piece ball valves are often used in high cycle or high pressure applications where valve seal failure is likely to occur more quickly. However, 3-piece ball valves typically come with a higher up-front cost than the more popular 1-piece or 2-piece body constructions.

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How to choose the right gate valve

What is a gate valve&#;
Gate valves are widely used for all types of applications and are suitable for both above-ground and underground installation. Not least for underground installations it is paramount to choose the right type of valve to avoid high replacement costs.
Gate valves are designed for fully open or fully closed service. They are installed in pipelines as isolating valves and should not be used as control or regulating valves. Operation of a gate valve is performed doing an either clockwise to close (CTC) or clockwise to open (CTO) rotating motion of the stem. When operating the valve stem, the gate moves up- or downwards on the threaded part of the stem.

Where are gate valves used?
Gate valves are often used when minimum pressure loss and a free bore is needed. When fully open, a typical gate valve has no obstruction in the flow path resulting in a very low pressure loss, and this design makes it possible to use a pipe-cleaning pig. A gate valve is a multiturn valve meaning that the operation of the valve is done by means of a threaded stem. As the valve has to turn multiple times to go from open to closed position, the slow operation also prevents water hammer effects.

Gate valves can be used for a vast number of fluids. AVK's gate valves are suitable under the following working conditions:
Potable water, wastewater and neutral liquids: temperature between -20 and +70 °C, maximum 5 m/s flow velocity and up to 16 bar differential pressure. 
Gas: temperature between -20 and +60 °C, maximum 20 m/s flow velocity and up to 16 bar differential pressure.
See AVK&#;s installation and maintenance instruction for water/wastewater and gas.

Gate valves with by-pass
By-pass valves are generally used for three basic reasons:
&#; To allow the pipeline differential pressure to be balanced, lowering the torque requirement of the valve and permit one-man operation
&#; With the main valve closed and the by-pass open, a continual flow is allowed, avoiding possible stagnation
&#;  Delayed filling of pipelines

Parallel and wedge-shaped gate valves
Gate valves can be divided into two main types: Parallel and wedge-shaped. The parallel gate valves use a flat gate between two parallel seats, and a popular type is the knife gate valve designed with a sharp edge on the bottom of the gate. The wedge-shaped gate valves use two inclined seats and a slightly mismatched inclined gate. 
Most of AVK's gate valves are of the solid wedge-shaped design, but we also offer knife gate valves for wastewater treatment and parallel slide valves for gas supply.
 
Metal seated and resilient seated gate valves
Before the resilient seated gate valve was introduced to the market, gate valves with a metal seated wedge were widely used. The conical wedge design and angular sealing devices of a metal seated wedge require a depression in the valve bottom to ensure a tight closure. A resilient seated gate valve has a plain valve bottom
allowing free passage for sand and pebbles in the valve. If impurities pass as the valve closes, the rubber surface will close around the impurities while the valve is closed. Thus resilient seated gate valve will always keep its ability to be drop-tight sealing. According to the project condition, AVK can offer the various kinds of gate valves with resilient seated or metal seated.

Gate valves with rising vs non-rising stem design
Rising stems are fixed to the gate and they rise and lower together as the valve is operated, providing a visual indication of the valve position and making it possible to grease the stem. A nut rotates around the threaded stem and moves it. This type is only suitable for above-ground installation. 
Non-rising stems are threaded into the gate and rotate with the wedge rising and lowering inside the valve. They take up less vertical space since the stem is kept within the valve body. AVK offers gate valves with a factory-mounted indicator on the upper end of the stem to indicate the valve position. Gate valves with non-rising stems are suitable for both above-ground and underground installations.
The majority of AVK&#;s range are designed with non-rising stem, but we also offer gate valves with rising stem for water, wastewater and fire protection applications. 

How to choose the right gate valve
Choose a gate valve with a sturdy and durable construction and avoid costly replacements. Five overall selection criteria can help make the right decision.

1) The optimal wedge design
The wedge is the sealing part of a gate valve and is therefore crucial. Consider the following:
 
Different types of wedge nut designs
The wedge nut connects the wedge to the stem. There are two basic wedge nut designs; A loose wedge nut design where the brass nut slides in a slot in the wedge core, and a fixed wedge nut design where the nut is expanded in the wedge core. With a fixed wedge nut design the number of movable parts is reduced, thus eliminating the risk of corrosion as a result of moving parts damaging the rubber surface of the wedge core. A fixed wedge nut design is therefore recommended.

Wedge guides and shoes
The wedge is exposed to friction and stress forces when the valve is opened and closed during operation of the pipeline. Guides in the wedge fitting to corresponding grooves in the body help stabilizing the wedge position during operation and ensure that the stem does not bend downstream due to the flow velocity. Wedge shoes help ensuring that the rubber on the wedge surface is not worn through as a result of the friction between the wedge and the guiderail in the body. Make sure that the wedge shoes are fixed to the wedge and that the rubber layer underneath is sufficient to prevent corrosion of the wedge core. 
 
2&#;Rubber
It is vital for the tightness of the valve that the wedge is fully vulcanized with rubber and that the rubber volume on the sealing area of the wedge is sufficient to absorb impurities in the seat. A strong bonding between the rubber and the wedge core is important to ensure a correct seal even when the rubber is compressed, and to prevent creeping corrosion even if a sharp object penetrates the rubber during closing of the valve. 

Rubber quality &#; compression set, durability and approvals
The rubber quality is critical for the durability as well as for the valve function. The rubber must be able to withstand continuous impact from impurities and chemicals without being damaged and it must be able to absorb small impurities in the seat to close tight. Consider the following: 
 
Compression set &#; the ability to regain original shape
The compression set means the rubber&#;s ability to regain its original shape after having been compressed. The EN 681-1 standard states the minimum requirements for the compression set value, but the better the compression set, the better is the rubber&#;s ability to regain its shape and close 100% tight year after year. 
 
How to avoid formation of biofilm
Organic substances migrate from the rubber compound and act as nutrients for microorganisms, which will then start forming biofilm causing contamination of the drinking water. Select valves with a wedge rubber that ensures minimum formation of biofilm. 
 
Resistance to water treatment chemicals
Chlorine and other chemicals are commonly used to clean new pipelines or disinfect old ones. Ozone and chlorine may also be added in low concentrations to make the water drinkable. The rubber compound must not degrade or crack as a result of chemical treatment of the drinking water, as it would cause corrosion of the wedge core. 
 
Drinking water approval
All rubber components in contact with the drinking water should carry a drinking water approval. If no local approvals are required, the rubber in direct contact with the drinking water should hold one of the major approvals like DVGW/KTW, KIWA or NF. 
 
3) The importance of external corrosion protection
The external corrosion protection is critical for the service life of the valve. A uniform and even epoxy coating in compliance with DIN part 1, EN and GSK* requirements is recommended and involves the following: 

Blast cleaning
According to ISO -4. 
 
Layer thickness
Min. 250 μm on all areas. 
 
MIBK test
The curing of the epoxy coating is to be checked in a cross linkage test (MIBK test). One drop of methyl isobutyl ketone is put on a test piece. After 30 seconds the test area is wiped with a clean white cloth. The test surface may not become matt or smeared, and the cloth must remain clean. 
 
Impact resistance
A stainless steel cylinder is dropped on the coated surface through a one meter long tube. After each impact the component is to be electrically tested, and no electrical breakthrough shall occur. 
 
Freedom of pores
A 3kV detector with a brush electrode is used to reveal and locate any pinholes in the coating.  
 
4) Tight construction
 
Stem sealing
The sealing placed in the bonnet around the stem retaining the pressure inside the valve/pipeline. Stem sealings should always be designed to be maintenance-free and should last the service life of the valve or at least fulfil the service life demands according to EN -2. The main seal retaining the inside pressure should preferably be designed as a hydraulic seal giving tighter seal with increased internal pressure. Backup seals should be placed around the stem. To protect the sealings against contamination from outside, a sealing should be placed around the stem on the top.  For safety and health reasons a drinking water approved high quality EPDM rubber compound must be used where direct contact to drinking water occurs.
 
Bonnet/body sealing
Tightness between the bonnet and the body can be obtained by using a gasket embedded in a recess in the valve. This design ensures that the gasket will remain correctly positioned and not be blown out as a result of pressure surges. To protect the bonnet bolts against corrosion the bonnet gasket should encircle the bolts, and the bolts should be embedded in the valve in such a way that no threads are exposed to the surroundings. 
 
5) General performance
When operating a gate valve either by handwheel or by means of an electric actuator it is important to pay attention to the operating and closing torque.

Operating torques
The torque needed to operate the valve from the open position to the closed position, should be between 5 Nm and 30 Nm depending on the valve size. It is important to consider that valves having an operating torque less than 5 Nm encourages the operator of the valve to close the valve to fast thus risking water hammer and pressure surges in the pipeline. 
 
Closing torques
The torque needed to close the valve to a drop tight position. This torque should for handwheel operated valves be balanced against the handwheel diameter in such a way that it does not present the operator with a rim-force in excess of 30-40 kg. When operating the valve with an electric actuator or manual gearbox the torque should be within the limits of a standard range actuator. It is important to notice that the actuators normally have a torque range that is quite wide, and often it is the ISO flange connection between valve and actuator that determines the actuator choice. As a main rule valves with ISO flange connection should have max. closing torques as stated below:
ISO flange F-10, maximum 120 Nm
ISO flange F-14, maximum 500 Nm 
ISO flange F-16, maximum Nm 


* GSK stands for Gütegemeinshaft Schwerer Korrosionsschutz, and is an independent quality association with about 30 members, all leading European valve and fittings manufacturers. GSK outlines requirements for the coating itself and for the control procedures of the finished coating.

Gate Valves vs. Ball Valves: How to Choose the Right One

As we mentioned, ball valves operate by rotating a ball 90° while gate valves are controlled by moving a gate up or down. Because of their design, ball valves can perform an almost immediate shutoff, whereas gate valves are not able to act as quickly. This makes ball valves a better choice for applications where fast cycle speed is desired.

The 90° operation of ball valves makes them faster to cycle, both manually and with an actuator. This is a benefit in most instances but can potentially cause water hammer in high-pressure applications. If the pressure is high enough, the pipe could weaken or even break, which is why users of manual ball valves should turn the levers slowly to avoid water hammer.

Applications & Use Cases

Gate Valve Uses Ball Valve Uses Shutoff and isolation service for:
  • Wastewater Plants
  • Power Plants
  • Mining
  • Process Plants
  • Large Water Supply Lines

Gate valves are commonly found in older home plumbing systems.

On/off control for specialized industries including:
  • Oil & Gas
  • Food & Beverage Equipment
  • Automotive
  • Vehicle Wash Systems
  • Power Processing
  • Pharmaceutical
  • Chemical Admixtures & Treatment
  • Irrigation & Water Treatment Equipment
  • Manufacturing Facilities

Ball valves are also found in newer home plumbing systems.

Cost

In the gate valve vs. ball valve debate, cost is a major differentiating factor. Up front, gate valves are less expensive than ball valves, but they can be more susceptible to corrosion which means they will need repairs and replacement more frequently. Ball valves have a higher initial cost, but they are the better choice for longevity since they are more durable and highly effective at forming tight seals.

Maintenance

As we just discussed, gate valves are, in general, less durable than ball valves. In moderate or high cycle applications, gate valves will require routine maintenance or replacement. Most ball valves are designed to be maintenance-free and should be replaced rather than repaired. Three-piece ball valves, however, are designed so that the valve seats and seals can be easily replaced without removing the valve from service. This is why 3-piece ball valves are often used in high cycle or high pressure applications where valve seal failure is likely to occur more quickly. However, 3-piece ball valves typically come with a higher up-front cost than the more popular 1-piece or 2-piece body constructions.

How to choose the right gate valve

What is a gate valve&#;
Gate valves are widely used for all types of applications and are suitable for both above-ground and underground installation. Not least for underground installations it is paramount to choose the right type of valve to avoid high replacement costs.
Gate valves are designed for fully open or fully closed service. They are installed in pipelines as isolating valves and should not be used as control or regulating valves. Operation of a gate valve is performed doing an either clockwise to close (CTC) or clockwise to open (CTO) rotating motion of the stem. When operating the valve stem, the gate moves up- or downwards on the threaded part of the stem.

Where are gate valves used?
Gate valves are often used when minimum pressure loss and a free bore is needed. When fully open, a typical gate valve has no obstruction in the flow path resulting in a very low pressure loss, and this design makes it possible to use a pipe-cleaning pig. A gate valve is a multiturn valve meaning that the operation of the valve is done by means of a threaded stem. As the valve has to turn multiple times to go from open to closed position, the slow operation also prevents water hammer effects.

Gate valves can be used for a vast number of fluids. AVK's gate valves are suitable under the following working conditions:
Potable water, wastewater and neutral liquids: temperature between -20 and +70 °C, maximum 5 m/s flow velocity and up to 16 bar differential pressure. 
Gas: temperature between -20 and +60 °C, maximum 20 m/s flow velocity and up to 16 bar differential pressure.
See AVK&#;s installation and maintenance instruction for water/wastewater and gas.

Gate valves with by-pass
By-pass valves are generally used for three basic reasons:
&#; To allow the pipeline differential pressure to be balanced, lowering the torque requirement of the valve and permit one-man operation
&#; With the main valve closed and the by-pass open, a continual flow is allowed, avoiding possible stagnation
&#;  Delayed filling of pipelines

Parallel and wedge-shaped gate valves
Gate valves can be divided into two main types: Parallel and wedge-shaped. The parallel gate valves use a flat gate between two parallel seats, and a popular type is the knife gate valve designed with a sharp edge on the bottom of the gate. The wedge-shaped gate valves use two inclined seats and a slightly mismatched inclined gate. 
Most of AVK's gate valves are of the solid wedge-shaped design, but we also offer knife gate valves for wastewater treatment and parallel slide valves for gas supply.
 
Metal seated and resilient seated gate valves
Before the resilient seated gate valve was introduced to the market, gate valves with a metal seated wedge were widely used. The conical wedge design and angular sealing devices of a metal seated wedge require a depression in the valve bottom to ensure a tight closure. A resilient seated gate valve has a plain valve bottom
allowing free passage for sand and pebbles in the valve. If impurities pass as the valve closes, the rubber surface will close around the impurities while the valve is closed. Thus resilient seated gate valve will always keep its ability to be drop-tight sealing. According to the project condition, AVK can offer the various kinds of gate valves with resilient seated or metal seated.

Gate valves with rising vs non-rising stem design
Rising stems are fixed to the gate and they rise and lower together as the valve is operated, providing a visual indication of the valve position and making it possible to grease the stem. A nut rotates around the threaded stem and moves it. This type is only suitable for above-ground installation. 
Non-rising stems are threaded into the gate and rotate with the wedge rising and lowering inside the valve. They take up less vertical space since the stem is kept within the valve body. AVK offers gate valves with a factory-mounted indicator on the upper end of the stem to indicate the valve position. Gate valves with non-rising stems are suitable for both above-ground and underground installations.
The majority of AVK&#;s range are designed with non-rising stem, but we also offer gate valves with rising stem for water, wastewater and fire protection applications. 

How to choose the right gate valve
Choose a gate valve with a sturdy and durable construction and avoid costly replacements. Five overall selection criteria can help make the right decision.

1) The optimal wedge design
The wedge is the sealing part of a gate valve and is therefore crucial. Consider the following:
 
Different types of wedge nut designs
The wedge nut connects the wedge to the stem. There are two basic wedge nut designs; A loose wedge nut design where the brass nut slides in a slot in the wedge core, and a fixed wedge nut design where the nut is expanded in the wedge core. With a fixed wedge nut design the number of movable parts is reduced, thus eliminating the risk of corrosion as a result of moving parts damaging the rubber surface of the wedge core. A fixed wedge nut design is therefore recommended.

Wedge guides and shoes
The wedge is exposed to friction and stress forces when the valve is opened and closed during operation of the pipeline. Guides in the wedge fitting to corresponding grooves in the body help stabilizing the wedge position during operation and ensure that the stem does not bend downstream due to the flow velocity. Wedge shoes help ensuring that the rubber on the wedge surface is not worn through as a result of the friction between the wedge and the guiderail in the body. Make sure that the wedge shoes are fixed to the wedge and that the rubber layer underneath is sufficient to prevent corrosion of the wedge core. 
 
2&#;Rubber
It is vital for the tightness of the valve that the wedge is fully vulcanized with rubber and that the rubber volume on the sealing area of the wedge is sufficient to absorb impurities in the seat. A strong bonding between the rubber and the wedge core is important to ensure a correct seal even when the rubber is compressed, and to prevent creeping corrosion even if a sharp object penetrates the rubber during closing of the valve. 

Rubber quality &#; compression set, durability and approvals
The rubber quality is critical for the durability as well as for the valve function. The rubber must be able to withstand continuous impact from impurities and chemicals without being damaged and it must be able to absorb small impurities in the seat to close tight. Consider the following: 
 
Compression set &#; the ability to regain original shape
The compression set means the rubber&#;s ability to regain its original shape after having been compressed. The EN 681-1 standard states the minimum requirements for the compression set value, but the better the compression set, the better is the rubber&#;s ability to regain its shape and close 100% tight year after year. 
 
How to avoid formation of biofilm
Organic substances migrate from the rubber compound and act as nutrients for microorganisms, which will then start forming biofilm causing contamination of the drinking water. Select valves with a wedge rubber that ensures minimum formation of biofilm. 
 
Resistance to water treatment chemicals
Chlorine and other chemicals are commonly used to clean new pipelines or disinfect old ones. Ozone and chlorine may also be added in low concentrations to make the water drinkable. The rubber compound must not degrade or crack as a result of chemical treatment of the drinking water, as it would cause corrosion of the wedge core. 
 
Drinking water approval
All rubber components in contact with the drinking water should carry a drinking water approval. If no local approvals are required, the rubber in direct contact with the drinking water should hold one of the major approvals like DVGW/KTW, KIWA or NF. 
 
3) The importance of external corrosion protection
The external corrosion protection is critical for the service life of the valve. A uniform and even epoxy coating in compliance with DIN part 1, EN and GSK* requirements is recommended and involves the following: 

Blast cleaning
According to ISO -4. 
 
Layer thickness
Min. 250 μm on all areas. 
 
MIBK test
The curing of the epoxy coating is to be checked in a cross linkage test (MIBK test). One drop of methyl isobutyl ketone is put on a test piece. After 30 seconds the test area is wiped with a clean white cloth. The test surface may not become matt or smeared, and the cloth must remain clean. 
 
Impact resistance
A stainless steel cylinder is dropped on the coated surface through a one meter long tube. After each impact the component is to be electrically tested, and no electrical breakthrough shall occur. 
 
Freedom of pores
A 3kV detector with a brush electrode is used to reveal and locate any pinholes in the coating.  
 
4) Tight construction
 
Stem sealing
The sealing placed in the bonnet around the stem retaining the pressure inside the valve/pipeline. Stem sealings should always be designed to be maintenance-free and should last the service life of the valve or at least fulfil the service life demands according to EN -2. The main seal retaining the inside pressure should preferably be designed as a hydraulic seal giving tighter seal with increased internal pressure. Backup seals should be placed around the stem. To protect the sealings against contamination from outside, a sealing should be placed around the stem on the top.  For safety and health reasons a drinking water approved high quality EPDM rubber compound must be used where direct contact to drinking water occurs.
 
Bonnet/body sealing
Tightness between the bonnet and the body can be obtained by using a gasket embedded in a recess in the valve. This design ensures that the gasket will remain correctly positioned and not be blown out as a result of pressure surges. To protect the bonnet bolts against corrosion the bonnet gasket should encircle the bolts, and the bolts should be embedded in the valve in such a way that no threads are exposed to the surroundings. 
 
5) General performance
When operating a gate valve either by handwheel or by means of an electric actuator it is important to pay attention to the operating and closing torque.

Operating torques
The torque needed to operate the valve from the open position to the closed position, should be between 5 Nm and 30 Nm depending on the valve size. It is important to consider that valves having an operating torque less than 5 Nm encourages the operator of the valve to close the valve to fast thus risking water hammer and pressure surges in the pipeline. 
 
Closing torques
The torque needed to close the valve to a drop tight position. This torque should for handwheel operated valves be balanced against the handwheel diameter in such a way that it does not present the operator with a rim-force in excess of 30-40 kg. When operating the valve with an electric actuator or manual gearbox the torque should be within the limits of a standard range actuator. It is important to notice that the actuators normally have a torque range that is quite wide, and often it is the ISO flange connection between valve and actuator that determines the actuator choice. As a main rule valves with ISO flange connection should have max. closing torques as stated below:
ISO flange F-10, maximum 120 Nm
ISO flange F-14, maximum 500 Nm 
ISO flange F-16, maximum Nm 


* GSK stands for Gütegemeinshaft Schwerer Korrosionsschutz, and is an independent quality association with about 30 members, all leading European valve and fittings manufacturers. GSK outlines requirements for the coating itself and for the control procedures of the finished coating.