| Process compatibility | Confirm fluid composition, solids concentration, particle size and hardness, temperature, pressure, flow direction, and operating frequency. Check that ceramic grade and valve configuration suit the actual service. | A written application review covering operating and upset conditions, plus documented material recommendations. | A mismatch can accelerate wear, cause leakage or sticking, and lead to premature replacement. Ceramic materials are hard and wear-resistant but can be brittle, so impact and installation conditions also matter. | ____ / 5 |
| Pressure, temperature, and sizing | Verify the rated pressure and temperature for the complete valve assembly, not just individual components. Check line size, connection type, face-to-face dimensions, and any required flow or shutoff conditions. | Current drawings, dimensional data, pressure-temperature limits, and a clear statement of the applicable rating basis. | Correct selection helps avoid unplanned adapters, installation changes, operating limitations, and equipment damage. | ____ / 5 |
| Ceramic and wetted materials | Identify the ceramic type and the materials used for the body, gate, seat, packing, and fasteners. Check chemical compatibility and the effect of abrasive solids; do not assume all ceramic formulations or valve designs perform alike. | Material specifications, compatibility guidance, and traceability documents where available. | Material choices affect wear life, corrosion resistance, repair options, and the frequency of replacement parts. | ____ / 5 |
| Supplier quality controls | Assess whether manufacturing, inspection, nonconformance handling, and final release checks are documented and consistently applied. | Quality-system documentation, inspection and test records for the offered valve, and a process for handling defects or warranty claims. | Reliable controls reduce the risk of receiving valves with inconsistent dimensions, assembly problems, or undocumented substitutions. | ____ / 5 |
| Inspection and functional testing | Clarify what checks are performed on each unit, including dimensions, gate movement, actuator operation if supplied, and pressure or leakage testing where applicable to the design and purchase specification. | Test procedures and valve-specific results or release records. Agree in advance on the acceptance criteria and test method. | Factory verification can identify issues before installation, when correction is generally less disruptive and costly. | ____ / 5 |
| Design and maintainability | Review access for inspection and service, replaceable wear components, actuator requirements, installation orientation, and the procedure for removing the valve from the line. | Exploded drawings, maintenance instructions, recommended inspection points, and a list of replaceable parts. | A serviceable design can reduce labor time, outage duration, and the need to replace the complete valve after wear. | ____ / 5 |
| Spare parts and technical support | Check availability of compatible wear parts, actuator components, and technical assistance. Confirm how replacement parts are identified and ordered. | Parts list, ordering information, stated lead times, and support arrangements for commissioning and troubleshooting. | Long or uncertain parts lead times can increase inventory costs and extend downtime after a failure. | ____ / 5 |
| Warranty and service terms | Compare warranty scope, duration, exclusions, claim process, and responsibility for inspection, shipping, labor, and replacement. | Written warranty and service terms that match the intended operating conditions and purchase specification. | Clear terms help estimate financial exposure and avoid disputes if a failure occurs. | ____ / 5 |
| Total lifecycle cost | Compare purchase and installation costs with expected maintenance, spare parts, energy or actuator costs, downtime, and eventual replacement over the same evaluation period. | A documented cost estimate using stated assumptions for service life, maintenance frequency, labor, parts, and downtime. Treat uncertain life estimates as assumptions, not guarantees. | Lifecycle cost provides a more complete comparison than purchase price alone. Illustrative formula: purchase + installation + maintenance + parts + downtime-related cost + replacement − residual value. | ____ / 5 |
| Total supplier and lifecycle assessment score | ____ / 45 |