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Oil & Gas Industry Training



Research studies within the process industry routinely indicate that the fluid control valve is responsible for 60 to 70% of poor-functioning control systems. Furthermore, valves in general are consistently wrongly selected, are regularly misapplied, and are often incorrectly installed. The problems lie not just within the valve itself but also with its associated ancillaries that form the final control element: the valve actuator, I/P converter and positioner.

This workshop, ‘Valve and Actuator Technology’ provides a total in-depth insight into valve and actuator technology – looking not just at control valves, but a whole host of other types including: check valves, shut-off valves, solenoid valves, and pressure relief valves. A methodology is presented to ensure the optimum selection of size, choice of body and trim materials, components, and ancillaries. Whilst studying the correct procedures for sizing, delegates will also learn the correct procedures for calculating the spring ‘wind-up’ or ‘bench set’.

Maintenance issues also include: testing for deadband/hysteresis, stick-slip and non-linearity; on-line diagnostics; and signature analysis.

What you will learn

The course is based on a wealth of experiential knowledge gleaned from the author's experience working within a systems integration company and also feedback from more than 4000 technicians and engineers who have attended the author’s workshops. On successful completion of this workshop delegates will be able to:

  • understand the major technologies used in the final control element
  • appreciate the basic theory of flow through a control valve
  • calculate the valve flow coefficient Cv
  • perform flow and system pressure head loss calculations
  • gain an overview of the different types of control, shut-off, and check valves
  • appreciate the principles of cavitation control and noise reduction
  • select optimum materials of construction to avoid corrosion and erosion
  • understand the correct requirements for trim selection
  • appreciate the differences between inherent and installed characteristics
  • understand control valve characterisation and characteristic profiling
  • identify ANSI/DN pipe sizes and pressure ratings
  • use the control valve seat leakage classifications
  • pick the optimum valve-actuator combination
  • apply on-line valve testing and diagnostics for deadband and hysteresis, stick-slip and non-linearity
  • understand the principles of preventive maintenance through the application of signature analysis
  • perform a bench set and calculate actuator spring wind-up
  • pick the correct positioner using our set of guidelines
  • gain an insight into the application and limitations of safety relief valves

Training methodology

Throughout the workshop, participants will learn through active participation using exercises, questionnaires, and practical simulation sessions covering:

  • systems choice
  • basic sizing calculations
  • computer-based sizing
  • maintenance
  • diagnostics

Who should attend

Professionals involved in designing, selecting, sizing, specifying, installing, testing, operating and maintaining control valves:

  • Automation Engineers
  • Chemical Engineers
  • Consulting Engineers
  • Design Engineers
  • Electrical Engineers
  • Electricians
  • Installation and Maintenance Technicians
  • Instrument and Process Control Engineers and Technicians
  • Instrument Fitters
  • Maintenance Engineers
  • Mechanical Engineers and Technicians
  • Operations Engineers
  • Process Engineers
  • Process Operators
  • Production Managers
  • Project Managers
  • System Integrators


Workshop length

5 days

What you will receive

  • ‘The Complete Valve Primer – a definitive guide’ – a 200-page reference book. Author: M. A. Crabtree MSc. Published February 2010.
  • Acrobat copy of all PowerPoint slides used in the presentation on USB Flash Drive.
  • Certification of attendance: each delegate will receive a workshop certificate documenting their attendance

What people say:

“Mick has received excellent reviews and positive feedback for all his courses. His down-to-earth, practical, and entertaining approach makes him a sought-after speaker and lecturer in a wide variety of disciplines.” - IDC Technologies
“Presented in an easily understood manner.” - E. Maughn, Eskom
“Really knows his subject.” M. Radcliff, Houston Texas
“Easily followed the presentation without difficulty.” - P. Westwood, Summit Controls, Canada


Basic Theory

  • Bernoulli’s equation
  • Defining the valve flow coefficient, Cv
  • Choked flow
  • Pressure recovery
  • Velocity profiles
  • Reynolds number
  • Flashing and cavitation
  • Trim selection
  • Water hammer

Valve construction

  • ANSI Class and PN pressure ratings
  • Packing/stuffing box requirements
  • Control valve seat leakage classifications

Valve types

  • Globe valves
  • Split body globe
  • Angle valve
  • Needle valves
  • Bar stock body
  • Gate valves
  • Pinch valves
  • Diaphragm valves
  • Ball valves
  • Butterfly valve
  • Plug valve
  • Eccentric plug valve
  • Check valves
  • End connections

Trim, guiding and connections

Control valve characterisation

  • Inherent characteristics
  • Installed characteristic
  • Characteristic profiling
  • Cavitation controlv
  • Noise reduction

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Control valve selection and sizing

  • Body selection guide
  • Trim selection guide v
  • Actuator and accessory selection

Valve sizing

  • Manual and computer-based

Actuators and positioners

  • Pneumatic control
  • I/p converter
  • Diaphragm actuators
  • Cylinder/piston-type actuator.
  • Electro-hydraulic actuation
  • Electric actuator
  • Solenoid valves
  • Digital actuators
  • Transfer mechanisms
  • Valve positioners

Valve testing and diagnostics

  • Testing for deadband/hysteresis
  • Stick-slip
  • Non-linearity
  • On-line diagnostics
  • Bench Set

Valve maintenance and repair

  • In-line repairs
  • Shop repairs

Safety relief valves

  • Standards
  • Relief valves
  • Safety valves
  • Rupture discs