Overview
ISO 5115:2023 - Industrial valves - Part-turn valve actuation - defines requirements and good practice for automating part‑turn valves (for example, ball, butterfly and plug valves) supplied as an assembly of valve, actuator and, where required, a mounting kit. The standard covers pneumatic, hydraulic, electro‑hydraulic and electric actuators, and includes actuators coupled to gearboxes (per ISO 5211). It excludes lever or manually‑geared valves. ISO 5115 focuses on actuator sizing, mounting, responsibilities, inspection and documentation to improve safety, reliability and repeatable automated operation.
Key topics and technical requirements
- Design considerations for automation: criteria to ensure appropriate actuator and mounting kit selection and assembly on the valve.
- Responsibilities: clearly allocates information and tasks among purchaser, valve supplier, actuator supplier, mounting kit supplier and assembly contractor.
- Valve torque data: standardized nomenclature and definitions for operating torque, breakaway torque, breakaway angle, and MAST (maximum allowable stem torque) to support correct actuator sizing.
- Actuator data: required actuator output torque, maximum rated pressure, and specific data for pneumatic/hydraulic and electric actuators.
- Mounting components: requirements and considerations for intermediate supports, couplings, drive keys and fasteners.
- Actuator selection and sizing: use of sizing safety factor (SSF) and selection criteria to match actuator capacity to valve torque demands.
- Assembly, inspection and testing: recommended post‑assembly visual inspection, functional tests (including optional test procedures) and marking prior to shipment.
- Documentation and Annexes: assembly sizing data sheet (Annex A), valve operation time (Annex B), pneumatic ancillary equipment (Annex C) and maintenance considerations (Annex D).
Practical applications and users
ISO 5115 is intended for:
- Valve OEMs and actuator manufacturers (to supply compatible, correctly rated assemblies)
- Engineering procurement and construction (EPC) contractors and plant operators (to specify, accept and install automated valves)
- Maintenance teams (for post‑assembly test, inspection and maintenance planning)
- System integrators and valve automation designers (for safe actuator selection and mounting kit design)
Benefits include improved actuator selection accuracy, reduced installation risk, consistent test criteria, and clearer supplier responsibilities.
Related standards (normative references)
Keywords: ISO 5115:2023, part‑turn valve actuation, actuator sizing, mounting kit, MAST, breakaway torque, industrial valves, pneumatic actuator, electric actuator.
