What is Valve Trim?

Valve trim is the collective term for the internal parts of the valve that can be removed and replaced and come into contact with the flow medium. These parts include valve seat(s), disc, glands, spacers, guides, bushings, and internal springs. The valve body, bonnet, packing, et cetera that also come in contact with the flow medium are not considered valve trim.

The disk-to-seat interface and the relationship between the disk position and the seat determine a valve’s trim performance. Basic motions and flow control are possible because of the trim. In designs with rotational motion trim, the flow opening changes when the disk moves close to the seat. An annular orifice appears when the disk lifts perpendicularly away from the seat in linear motion trim designs. Due to the various properties required to withstand various forces and conditions, valve trim parts can be constructed from a variety of materials. Bushings and packing glands do not experience the same forces and conditions as do the valve disc and seat(s).

Flow-medium properties, chemical composition, pressure, temperature, flow rate, velocity and viscosity are some of the important considerations in selecting suitable trim materials. Trim materials may or may not be the same material as the valve body or bonnet.
API has standardized trim materials by assigning a unique number to each set of trim materials.

Trim Material Selection

Understanding the material selection process is critical to engineering any application and/or part design. The choice of materials is the foundation upon which all valve applications are built. The most economical trim material is stainless steel. Available in different grades, this material provides strong resistance to erosive, corrosive, and temperature impacts and provides an excellent all-around choice.
In addition to stainless steel, more expensive materials such as Monel, Alloy 20, and Cu-Ni may be selected. These materials, sometimes referred to as exotic materials, generally are more expensive and have longer lead times than stainless.
Trim selection guidelines from manufacturers should be followed. One must consider trade-offs between the initial cost and the estimated service life. Stellite trim, for instance, may not be the best option if it doubles the price while extending the valve’s service life by 20%. It is essential to consider uptime, labor costs, and dependability. Engineers working on applications shouldn’t try to link operating pressures to expected wear.

Hardened Trim
Most high-pressure applications are suitable for hardened trim. Although solid hard plugs are more cost-effective for valves under 1 inch in diameter, a hard material overlay is more cost-effective for larger sizes. For services like superheated steam, two-phase flow, and temperatures above 600°F (315°C), these overlays are effective.

Primary Functions of Valve Trim

The trim components perform these essential roles:

FunctionImpactKey Components Involved
Flow ControlRegulates flow rate, pressure, and directionDisc, seat, plug
SealingEnsures leak-tight shutoff (prevents fugitive emissions)Seat, disc, stem seals
DurabilityResists wear, corrosion, and erosionHard-faced seats, stem coatings
ActuationTransfers motion from actuator to closure elementStem, bushings

Why Valve Trim Selection is Critical?

Material Compatibility

Chemical Resistance:

  • Stainless steel (Trim 8) resists chlorides and acids.
  • Nickel alloys (Trim 19B) handle sulfuric/hydrochloric acid.

Temperature Limits:

  • Carbon steel (Trim 1) fails above 425°C (800°F).
  • 9Cr-1Mo (Trim 5) works up to 650°C (1,200°F).

Pressure & Erosion Resistance

  • High-Pressure Services: Hardened trim (Stellite 6, 350+ HB) prevents deformation.
  • Slurry/Erosive Flow: Tungsten carbide or ceramic coatings extend service life.

Leakage Prevention (API 598 Standards)

Leakage ClassAllowed LeakageTrim Requirement
Class IV0.1% of rated capacityStandard soft seats
Class VIZero bubbles/min (bubble-tight)Metal-seated with lapped surfaces

Consequences of Incorrect Trim Selection

Failure ModeCauseResult
Seat ErosionSoft trim in abrasive serviceLeakage, frequent maintenance
Stem GallingIncompatible stem/bushing materialsValve seizure
Corrosion FailureWrong alloy for chemical exposureCatastrophic rupture
Thermal FatigueMismatched expansion ratesCracking at high temps

Valve Trim in Different Valve Types

Valve TypeCritical Trim ComponentsCommon Materials
Gate ValveSeat, gate, stem13Cr, Stellite, Alloy 20
Globe ValvePlug, seat ring, stemSS316, Monel, Hastelloy
Ball ValveBall, seats, stemPTFE, PEEK, 17-4PH SS
Check ValveDisc, hinge pin, seat410 SS, Alloy 625

How to Select the Right Trim?

Follow this 4-step process:

  1. Identify Service Conditions: Fluid type, temperature, pressure, abrasives.
  2. Choose Material per Standards: API 600 (gate valves), API 602 (small valves), NACE for sour service.
  3. Consider Leakage Class: Metal seats for high-temp, elastomers for bubble-tight shutoff.
  4. Verify Compatibility: Ensure trim hardness is compatible with body materials.
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