| 1 |
Fluid Compatibility |
Confirm that the hydraulic fluid is compatible with the valve body, seals, coatings, and internal components. |
Match the valve to the fluid type, viscosity range, operating temperature, and additive package. Mineral oil and water-based fluids may require different seal and material selections. |
Review the technical datasheet and safety data sheet, then verify compatibility with the fluid supplier or valve manufacturer. |
| 2 |
Pressure Rating |
Compare maximum working pressure, peak pressure, pilot pressure, and pressure drops across the valve. |
Choose a valve whose continuous rating exceeds the system’s normal pressure and whose allowable peak rating covers transient spikes. Avoid sizing only from the average operating pressure. |
Check the hydraulic schematic, pressure-relief settings, measured operating pressure, and expected shock loads. |
| 3 |
Flow Capacity |
Check the required flow rate, rated flow, pressure-flow characteristics, and potential heat generation. |
Select a valve that can handle the required continuous and peak flow without excessive pressure loss. Oversizing may reduce controllability, while undersizing can cause heat and instability. |
Use the valve flow curves and calculate pressure loss at the actual system flow rate and fluid viscosity. |
| 4 |
Valve Function and Control |
Identify whether the application needs directional, pressure-control, flow-control, check, proportional, or servo operation. |
Match the valve’s function, spool or poppet configuration, number of positions, center condition, response time, and control signal to the circuit requirements. |
Compare the hydraulic schematic with the valve symbol and confirm fail-safe behavior during power loss or signal interruption. |
| 5 |
Port Size and Installation |
Verify mounting pattern, port type, port size, flow direction, envelope dimensions, and access for tubing or hoses. |
Use connections that suit the existing piping and allow adequate clearance for installation, adjustment, inspection, and future replacement. |
Check dimensional drawings, interface standards, thread specifications, manifold details, and the available mounting space. |
| 6 |
Cleanliness and Filtration |
Determine the required fluid cleanliness level, filtration rating, contamination tolerance, and flushing procedure. |
Use filtration suitable for the valve’s internal clearances and control sensitivity. Proportional and servo applications generally require stricter cleanliness than basic on/off circuits. |
Define the target cleanliness code, install correctly sized filters, and flush the system before commissioning. |
| 7 |
Electrical and Maintenance Requirements |
Check voltage, current, connector type, enclosure protection, duty cycle, ambient temperature, replacement parts, and service access. |
Select electrical specifications that match the control system and environmental conditions. Plan access for coil replacement, seal inspection, cleaning, and troubleshooting. |
Confirm control-panel output ratings, grounding requirements, ingress-protection needs, maintenance intervals, and spare-parts availability. |