Engineering Design Guidelines Control Valve Sizing

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Page : 1 of 76KLM TechnologyGroupPractical EngineeringGuidelines for ProcessingPlant SolutionsRev: 04Solutions, Standards, and Softwarewww.klmtechgroup.comRev 1 - Jan 2007Rev 2 – November 2010Rev 3 – May 2012Rev 4 - June 2014Co AuthorsKLM TechnologyGroup#03-12 Block Aronia,Jalan Sri Perkasa 2Taman Tampoi Utama81200 Johor Bahru.INSTRUMENTATIONCONTROL VALVESIZING AND SELECTION(ENGINEERING DESIGNGUIDELINE)Rev 01 - J H ChanRev 02 – Viska MulyandasariRev 03 – K KolmetzRev 04 – Reni Mutiara SariEditorKarl KolmetzKLM Technology Group has developed; 1) Process Engineering EquipmentDesign Guidelines, 2) Equipment Design Software, 3) Project EngineeringStandards and Specifications, and 4) Unit Operations Manuals. Each hasmany hours of engineering development.KLM is providing the introduction to this guideline for free on the internet.Please go to our website to order the complete document.www.klmtechgroup.comTABLE OF CONTENTINTRODUCTIONScope6General Design Consideration8I. Control Valve Body8A. Linear Motion81.82.Single Port Valve Body1.1 Conventional Single Seat10Double Port Valve Body102.1 Conventional Double Seat11

KLM TechnologyGroupPractical EngineeringGuidelinesfor Processing PlantSolutions3.Page 2 of 76CONTROL VALVE SELECTION ANDSIZINGRev: 04ENGINEERING DESIGN GUIDELINESJune 2014Three Way Valve Body12B. Rotary Motion141. Butterfly Valve14II. Control Valve ActuatorI)Diaphragm Actuators1619II) Piston Actuators19III) Electro Hydraulic Actuators20IV) Manual Actuators20DEFINITIONSNOMENCLATURE2125THEORY OF THE DESIGN27A) Control Valve Flow Characteristic27I) Inherent Flow Characteristic27II) Linear Flow Characteristic29III) Equal Percentage Flow Characteristic29IV) Quick Opening Flow Characteristic30V) Installed Flow Characteristic31B) Control Valve SizingI) Sizing for Liquid Services3233Pressure Drop Across Control Valve37Flashing and Cavitation37Choked Flow40Computing Pcritical and Geometry Factors41These design guideline are believed to be as accurate as possible, but are very general and not for specific design cases.They were designed for engineers to do preliminary designs and process specification sheets. The final design mustalways be guaranteed for the service selected by the manufacturing vendor, but these guidelines will greatly reduce theamount of up front engineering hours that are required to develop the final design. The guidelines are a training tool foryoung engineers or a resource for engineers with experience.This document is entrusted to the recipient personally, but the copyright remains with us. It must not be copied,reproduced or in any way communicated or made accessible to third parties without our written consent.

KLM TechnologyGroupPractical EngineeringGuidelinesfor Processing PlantSolutionsPage 3 of 76CONTROL VALVE SELECTION ANDSIZINGRev: 04ENGINEERING DESIGN GUIDELINESJune 2014Flow Correction Factor (FR)44Other method46II) Sizing for Vapor Services47Critical Pressure Drop49Calculating the Valve Flow Coefficient49APPLICATION51Example Case 1: Sizing a Control Valve in Liquid Hydrocarbon Application51Example Case 2: Sizing a Control Valve in Liquid Water Application56Example Case 3: Sizing a Control Valve in Vapor Hydrocarbon Application60Example Case 4: Sizing a Control Valve in Steam Application65Example Case 5: Sizing and P calculating a Control Valve in water Application69REFEREENCES73SPECIFICATION DATA SHEET74Control Valve Data Sheet (Excel format)75CALCULATION SPREADSHEETExcel Format (British & SI unit)Sizing Spreadsheet for Liquid75Sizing Spreadsheet for Vapor76Example 1: Sizing a Control Valve in Liquid –Hydrocarbon77Example 2: Sizing a Control Valve in Liquid –Water78These design guideline are believed to be as accurate as possible, but are very general and not for specific design cases.They were designed for engineers to do preliminary designs and process specification sheets. The final design mustalways be guaranteed for the service selected by the manufacturing vendor, but these guidelines will greatly reduce theamount of up front engineering hours that are required to develop the final design. The guidelines are a training tool foryoung engineers or a resource for engineers with experience.This document is entrusted to the recipient personally, but the copyright remains with us. It must not be copied,reproduced or in any way communicated or made accessible to third parties without our written consent.

KLM TechnologyGroupPractical EngineeringGuidelinesfor Processing PlantSolutionsPage 4 of 76CONTROL VALVE SELECTION ANDSIZINGRev: 04ENGINEERING DESIGN GUIDELINESJune 2014Example 3: Sizing a Control Valve in Vapor –Hydrocarbon79Example 4: Sizing a Control Valve in Vapor –Steam80Example Case 5: Sizing and P calculating a Control Valve in Liquid – Water81LIST OF TABLETable 1: Effect of the choice valve and actuator action for single port valves18Table 2: Equation Constants36Table 3: Calculation Pcv considers Pfric37Table 4: Typical Fi Factors40LIST OF FIGUREFigure 1: Single port control valve9Figure 2: Single seat valve10Figure 3: Double port control valve11Figure 4: Double seat valve12Figure 5: Single seat design for mixing service in heat exchanger13Figure 6: Double seat design for diverging service in heat exchanger13Figure 7: Three way valve sevices14Figure 8: Butterfly control valve15Figure 9: Open position butterfly valve body15Figure 10: Direct acting diaphragm actuator17Figure 11: Reverse-acting diaphragm actuator17These design guideline are believed to be as accurate as possible, but are very general and not for specific design cases.They were designed for engineers to do preliminary designs and process specification sheets. The final design mustalways be guaranteed for the service selected by the manufacturing vendor, but these guidelines will greatly reduce theamount of up front engineering hours that are required to develop the final design. The guidelines are a training tool foryoung engineers or a resource for engineers with experience.This document is entrusted to the recipient personally, but the copyright remains with us. It must not be copied,reproduced or in any way communicated or made accessible to third parties without our written consent.

KLM TechnologyGroupPractical EngineeringGuidelinesfor Processing PlantSolutionsPage 5 of 76CONTROL VALVE SELECTION ANDSIZINGRev: 04ENGINEERING DESIGN GUIDELINESJune 2014Figure 12: Flow characteristic curves27Figure 13: The shapes of the plug determine the flow characteristic28Figure 14: Installed flow characteristic for linear control valve installed in flowsystems having different values of α32Figure 15: Standard FCI Test Piping for Cv Measurement34Figure 16: Vena Contracta Illustration38Figure 17: Comparison of Pressure Profiles for High and Low Recovery Valves38Figure 18: Cavitation valve39Figure 19: Maximum flow rate occurring due to choked conditions41These design guideline are believed to be as accurate as possible, but are very general and not for specific design cases.They were designed for engineers to do preliminary designs and process specification sheets. The final design mustalways be guaranteed for the service selected by the manufacturing vendor, but these guidelines will greatly reduce theamount of up front engineering hours that are required to develop the final design. The guidelines are a training tool foryoung engineers or a resource for engineers with experience.This document is entrusted to the recipient personally, but the copyright remains with us. It must not be copied,reproduced or in any way communicated or made accessible to third parties without our written consent.

KLM TechnologyGroupPractical EngineeringGuidelinesfor Processing PlantSolutionsPage 6 of 76CONTROL VALVE SELECTION ANDSIZINGRev: 04ENGINEERING DESIGN GUIDELINESJune 2014KLM Technology Group is providing the introduction to this guideline for free onthe internet. Please go to our website to order the complete reds or even thousands control loops are networked together in a process systemplant to maintain the important process condition; such as pressure, fluid flow and level,temperatures, etc. During the process, each of these loops receives and internallycreates disturbances that might affect process conditions. Hence sensors andtransmitters are installed to send information about process condition changes to thecontroller, which can make any needed corrections actual to the desired set point bysending a signal to the final control element. Furthermore, a final control element isneeded to provide the power and accuracy to control the flowing medium to the desiredservice conditions. The most common type of final control element in industrial processcontrol system is control valve. The valve makes the change according to the signalfrom the controller, completing the loop.Each type of control valve has a different flow characteristic, and its selection largelybased on the type of the application process where it’s installed into. Some commoncases come along with this control valve sizing; an oversized control valve will spendan extra cost and introduce some difficulties in controlling the low flow rates, while anundersized valve might not be able to handle the maximum capacity of the process flow.There are many available guidelines developed to aid engineers in selecting and sizingthe valves, but mostly these guidelines are developed by certain companies and mightonly be suitable for the application of the valves provided by their own companies.Hence, it is important to obtain a general understanding of control valve sizing andselection first. Later, whenever changes are needed in a process system, this basicknowledge is still applicable. This guideline is made to provide that fundamentalknowledge and a step by step guideline; which is applicable to properly select and sizecontrol valves in a correct manner.Control valve supports the other devices which work together resulting in an idealprocess condition. Hence, it is crucial to make some considerations before deciding thecorrect control valve sizing and selection. The selected valve has to be reasonable inThese design guideline are believed to be as accurate as possible, but are very general and not for specific design cases.They were designed for engineers to do preliminary designs and process specification sheets. The final design mustalways be guaranteed for the service selected by the manufacturing vendor, but these guidelines will greatly reduce theamount of up front engineering hours that are required to develop the final design. The guidelines are a training tool foryoung engineers or a resource for engineers with experience.This document is entrusted to the recipient personally, but the copyright remains with us. It must not be copied,reproduced or in any way communicated or made accessible to third parties without our written consent.

KLM TechnologyGroupPractical EngineeringGuidelinesfor Processing PlantSolutionsPage 7 of 76CONTROL VALVE SELECTION ANDSIZINGRev: 04ENGINEERING DESIGN GUIDELINESJune 2014cost, require minimum maintenance, use less energy, and be compatible with thecontrol loop. Malfunction in control valve might cause process system does not workproperly.Two basic steps to determine the control valve to be used are control valve selectionand control valve sizing. Selection of control valve includes material selection andcontrol valve type selection. Some commonly used materials are briefly mentioned inthe general design consideration section. Different types of control valve actuatortogether with their advantages and disadvantages are also explained as well in thissection.This design guideline also covers what is needed is a method based on sound, credibleprinciples. This design guideline introduce such a method for determining the optimumcontrol valve pressure drop, balancing the need to providing enough pressure drop toachive control with the need to conserve energy.Sizing the valve should not be done just by entering the numbers into formulas. Itrequires good understanding of theories behind the numbers. Any limiting or adverseconditions; such as flashing, cavitation, and choked flow need to be considered indesign calculation. Their relation for valve sizing is explained in this guideline. Besides,two different types of fluid (liquids and gasses) would result in different calculation whichis also included in this guideline. The calculation spreadsheet is also attached in theend of this guideline to make an engineer easy to follow the step by step calculation.These design guideline are believed to be as accurate as possible, but are very general and not for specific design cases.They were designed for engineers to do preliminary designs and process specification sheets. The final design mustalways be guaranteed for the service selected by the manufacturing vendor, but these guidelines will greatly reduce theamount of up front engineering hours that are required to develop the final design. The guidelines are a training tool foryoung engineers or a resource for engineers with experience.This document is entrusted to the recipient personally, but the copyright remains with us. It must not be copied,reproduced or in any way communicated or made accessible to third parties without our written consent.

KLM TechnologyGroupPractical EngineeringGuidelinesfor Processing PlantSolutionsPage 8 of 76CONTROL VALVE SELECTION ANDSIZINGRev: 04ENGINEERING DESIGN GUIDELINESJune 2014INTRODUCTIONGeneral Design ConsiderationA common control valves consist of two parts: the control valve body and control valveactuator. Control valve body is the housing which is contained the flowing medium. Itprovides inlet and outlet connections; and a movable restrictor which varies the fluidflow as it opens and closes the port. The other term, an actuator, is part of control valvewhich causes the valve stem to move by providing the force it’s needed.I.Control Valve BodySelection of a control valve body assembly requires particular consideration to providethe best available combination of valve body style, material, and trim constructiondesign for the intended service. Capacity requirements and system operating pressureranges also must be considered in selecting a control valve to ensure satisfactoryoperation without undue initial expense.The body of a control valve will regulate the fluid flow as the position of the valve ischanged by the actuator. Therefore, it is very important for the valve body to be able topermit actuator thrust transmission, resist chemical and physical effects from theprocess, and easily flange up with the adjacent piping connections. All the criteriamentioned above must be fulfilled without any external leaking. Most control valves aredesigned as a globe valve (linear), but other configurations such as ball and butterflystyles (rotary) are available based on the review of the engineering application. Theseare valve types which have linear and rotary motion, their limitations and capabilitiesare discussed and their more normal applications are coveredA. Linear Motion ValvesThese valve types are divided to be three notes; there are single port valve, double portvalve and three-way valve which should be considered for design.1. Single Port Valve BodyThe most common control valve body style is single ported as shown in Figure 1, whichhas widely used in process control applications, particularly in sizes NPS (Nominal PipeSize) 1 through NPS 4. Normal flow direction is most often flow-up through the seat ring.These design guideline are believed to be as accurate as possible, but are very general and not for specific design cases.They were designed for engineers to do preliminary designs and process specification sheets. The final design mustalways be guaranteed for the service selected by the manufacturing vendor, but these guidelines will greatly reduce theamount of up front engineering hours that are required to develop the final design. The guidelines are a training tool foryoung engineers or a resource for engineers with experience.This document is entrusted to the recipient personally, but the copyright remains with us. It must not be copied,reproduced or in any way communicated or made accessible to third parties without our written consent.

KLM TechnologyGroupPractical EngineeringGuidelinesfor Processing PlantSolutionsPage 9 of 76CONTROL VALVE SELECTION ANDSIZINGRev: 04ENGINEERING DESIGN GUIDELINESJune 2014Single ported valves are available in various forms, such as globe, angle, bar stock,forged and split constructions.Figure 1: single port valve bodySince high pressure fluid is normally loading the entire area of the port, the unbalanceforce created must be considered in selecting actuators for single ported control valvebodies. Single ported valves are known to work well in small sizes but it can often beused in 4 inch to 8 inch sizes with high thrust actuators. Many modern single portedvalve bodies use cage style construction to retain the seat ring, provide guiding to thevalve plug, and means for establishing a particular flow characteristic.Cage style trim offers advantages in ease of maintenance and flexibility in changing thecages to alter valve flow characteristics. Cage style single seated valve bodies can alsobe easily modified by change of trim parts to provide reduced capacity flow, noiseattenuation, or reduction or elimination of cavitations.Port guided single port valve bodies : Usually limited to 150 psi (10 bar) maximum pressure drop. Susceptible to velocity-induced vibration. Typically provided with screwed in seat rings which might be difficult to removeafter use.These valves are generally specified for applications with stringent shutoffrequirements. Metal to metal seating surfaces or “soft seating” with nitrile or otherelastomeric materials forming the seal, can handle most service requirements[3].These design guideline are believed to be as accurate as possible, but are very general and not for specific design cases.They were designed for engineers to do preliminary designs and process specification sheets. The final design mustalways be guaranteed for the service selected by the manufacturing vendor, but these guidelines will greatly reduce theamount of up front engineering hours that are required to develop the final design. The guidelines are a training tool foryoung engineers or a resource for engineers with experience.This document is entrusted to the recipient personally, but the copyright remains with us. It must not be copied,reproduced or in any way communicated or made accessible to third parties without our written consent.

KLM TechnologyGroupPractical EngineeringGuidelinesfor Processing PlantSolutions1.1Page 10 of 76CONTROL VALVE SELECTION ANDSIZINGRev: 04ENGINEERING DESIGN GUIDELINESJune 2014Conventional Single Seat ValveThe single seat design is used for small size might under one inch orifice in order toreduce forces sufficiently, so that normal machining tolerances to give suitablerangeability, characteristic and leakage are not considered needs.Figure 2: single seat valveA single seat valve should be specified than double seat valve when a tight shut-off,such as on a furnace fuel cut-off valve is required, because commonly, the leakage canbe easier expected for double seat valve. The forces required to shut a single seat globevalve increase considerably with valve size. Unbalanced standard single seat valvesare designed with a balancing mechanism to reduce the closing force necessary,especially on valves operating with large differential pressures, may require a pistontype actuator.2. Double Port Valve BodyDouble port valve is a special trim design used to fill the same purpose as pressurebalanced trim: to reduce the effect of the process forces on the plug, thereby loweringthe thrust requirement and allowing the use of smaller actuators. Flow is directed by theinlet port to the body gallery and the trim, which features two seats and a single plugthat features two plug heads, one above the other as shown in picture 5[1]. The controlvalve body in the picture is assembled for push down to open valve plug action. Doubleported designs are typically used in refineries on highly viscous fluids or where there isa concern about dirt, contaminants, or process deposits on the trim.These design guideline are believed to be as accurate as possible, but are very general and not for specific design cases.They were designed for engineers to do preliminary designs and process specification sheets. The final design mustalways be guaranteed for the service selected by the manufacturing vendor, but these guidelines will greatly reduce theamount of up front engineering hours that are required to develop the final design. The guidelines are a training tool foryoung engineers or a resource for engineers with experience.This document is entrusted to the recipient personally, but the copyright remains with us. It must not be copied,reproduced or in any way communicated or made accessible to third parties without our written consent.

KLM TechnologyGroupPractical EngineeringGuidelinesfor Processing PlantSolutionsPage 11 of 76CONTROL VALVE SELECTION ANDSIZINGRev: 04ENGINEERING DESIGN GUIDELINESJune 2014Figure 3: Double port control valvePort Guided Double Ported Valve Bodies : Dynamic force on plug tends to be balanced as flow tends to open one port andclose the other. Bodies normally have higher capacity than single ported valves of the same linesize. Many double-ported bodies reverse, so the valve plug can be installed as eitherpush-down-to-open or push-down-to-close. Port guided valve plugs are often used for on-off or low pressure throttlingservice. Top-and-bottom guided valve plugs furnish stable operation for severeservice conditions[3].2.1Conventional Double Seat ValveSince a larger valve, having a larger orifice, is used to pass greater volumes of themedium, then the force that the actuator must develop in order to close the valve willalso increase. Where very large capacities must be passed using large valves, or wherevery high differential pressures exist, the point will be reached where it becomesimpractical to provide sufficient force to close a conventional single seat valve. In suchcondition, the basic solution to this problem is the double seat valve to achieve andapproximately balanced design.These design guideline are believed to be as accurate as possible, but are very general and not for specific design cases.They were designed for engineers to do preliminary designs and process specification sheets. The final design mustalways be guaranteed for the service selected by the manufacturing vendor, but these guidelines will greatly reduce theamount of up front engineering hours that are required to develop the final design. The guidelines are a training tool foryoung engineers or a resource for engineers with experience.This document is entrusted to the recipient personally, but the copyright remains with us. It must not be copied,reproduced or in any way communicated or made accessible to third parties without our written consent.

KLM TechnologyGroupPractical EngineeringGuidelinesfor Processing PlantSolutionsPage 12 of 76CONTROL VALVE SELECTION ANDSIZINGRev: 04ENGINEERING DESIGN GUIDELINESJune 2014Upper seatLower seatFigure 4 : double seat valveNot only can the valve seats be kept smaller (since there are two of them) but also, theforces are partially balanced. This means that although the differential pressure is tryingto keep the top valve plug off its seat it is also trying to push down and close the lowervalve plug. Called balanced because most forces on plug at top seat are balanced bysimilar and opposite forces at bottom seat.3. Three Way Valve BodyThree-way valves have two designs; double seated valve and single seated valve. Eachof design has specific application. Double seated usually is used for diverging (flowsplitting), where as single seated is used for mixing (flow-mixing) service. These valvebodies are best designs use cage-style trim for positive valve plug guiding and ease ofmaintenance. Three-way valves are often found in refineries and chemical plants isaround heat exchanger to control heat transfered, as shown in figure 5 and 6.These design guideline are believed to be as accurate as possible, but are very general and not for specific design cases.They were designed for engineers to do preliminary designs and process specification sheets. The final design mustalways be guaranteed for the service selected by the manufacturing vendor, but these guidelines will greatly reduce theamount of up front engineering hours that are required to develop the final design. The guidelines are a training tool foryoung engineers or a resource for engineers with experience.This document is entrusted to the recipient personally, but the copyright remains with us. It must not be copied,reproduced or in any way communicated or made accessible to third parties without our written consent.

KLM TechnologyGroupPractical EngineeringGuidelinesfor Processing PlantSolutionsPage 13 of 76CONTROL VALVE SELECTION ANDSIZINGRev: 04ENGINEERING DESIGN GUIDELINESJune 2014From TRCFigure 5: single seat design for mixing service in heat exchangerFrom TRCFigure 6: double seat design for diverging service in heat exchangerFigure 7 explains the actuator pushes a disc or pair of valve plugs between two seatsincreasing or decreasing the flow through ports A and B in a corresponding manner.These design guideline are believed to be as accurate as possible, but are very general and not for specific design cases.They were designed for engineers to do preliminary designs and process specification sheets. The final design mustalways be guaranteed for the service selected by the manufacturing vendor, but these guidelines will greatly reduce theamount of up front engineering hours that are required to develop the final design. The guidelines are a training tool foryoung engineers or a resource for engineers with experience.This document is entrusted to the recipient personally, but the copyright remains with us. It must not be copied,reproduced or in any way communicated or made accessible to third parties without our written consent.

KLM TechnologyGroupPractical EngineeringGuidelinesfor Processing PlantSolutionsPage 14 of 76CONTROL VALVE SELECTION ANDSIZINGRev: 04ENGINEERING DESIGN GUIDELINESJune 2014MixingDivergingFigure 7: three way valve sevicesEach valve is shown in figure 5 and 6 its preferred placement, with the flow througheach port inclining to open that port. There would be a harmful of the valve slammingonto its seat, with releasing line vibration, especially in the larger sizes, as a valvemoves through its seat, the reduction in flow rate caused by this movement lowers thedownstream pressure, so that increasing the pressure drop across the valve, if the valvewere installed in such a placement that the flow would inclined to close the port.B. Rotary MotionRotary control valves are direct through design to provide less resistance to flow and ahigher pressure recovery. As a consequence, they provide a higher flow capacity withlow pressure loss than equivalent size globe body valves that may make they appearmore economical. Rotary control valves include all forms of butterfly valves as well asball valves are most designed to be installed "sandwiched" between piping flanges.There is discussed about butterfly valve; another rotary body valve, ball valve isdesigned close such as butterfly valve for specific service conditions.1. Butterfly ValveThe valve consists of a circular disc which is rotated in a trunnion bearings.Conventional contoured disks provide throttling control for up to 60o disk rotation.Patented, dynamically streamlined disks suit applications requiring 90o disk rotation[5].These design guideline are believed to be as accurate as possible, but are very general and not for specific design cases.They were designed for engineers to do preliminary designs and process specification sheets. The final design mustalways be guaranteed for the service selected by the manufacturing vendor, but these guidelines will greatly reduce theamount of up front engineering hours that are required to develop the final design. The guidelines are a training tool foryoung engineers or a resource for engineers with experience.This document is entrusted to the recipient personally, but the copyright remains with us. It must not be copied,reproduced or in any way communicated or made accessible to third parties without our written consent.

KLM TechnologyGroupPractical EngineeringGuidelinesfor Processing PlantSolutionsPage 15 of 76CONTROL VALVE SELECTION ANDSIZINGRev: 04ENGINEERING DESIGN GUIDELINESJune 2014Butterfly control valve is shown in figure 8 and figure 9 explains open position butterflyvalve body.Figure 8: Butterfly Control ValveValve fully closedValve half openValve fully openFigure 9: open position butterfly valve bodyThe common services that often use butterfly valves are be in suction lines to centrifugalgas compressors and air blowers, outlet lines from water releasing drums, and as areplace for a large 3-way (two butterfly valves are needed) in gas lines through and bypassing heat exchangers.Their rotation characteristic is between those of linear and equal percentage valves.General rotation of the disc does not require much torque but tight shut off usuallyrequires a high torque. The torque is applied by a stem and is normally provided by apneumatic piston, either by means of a lever or a rack and pinion[2].These design guideline are believed to be as accurate as possible, but are very general and not for specific design cases.They were designed for engineers to do preliminary designs and process specification sheets. The final design mustalways be gua

SPECIFICATION DATA SHEET 74 Control Valve Data Sheet (Excel format) 75 CALCULATION SPREADSHEET Excel Format (British & SI unit) Sizing Spreadsheet for Liquid 75 Sizing Spreadsheet for Vapor 76 Example 1: Sizing a Control Valve in Liquid –Hydrocarbon 77 Example 2: Sizing a Control Valve in Liquid –Water 78

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