This document provides a tutorial on how to size a valve and generate a specification sheet using Fisher Specification Manager software. It outlines the basic steps to create a new project and tag, enter process conditions, select a valve type and size, define valve construction details, and generate a completed specification sheet. The tutorial is intended to be a basic guide and does not cover all program features in detail. It recommends filling in fields from drop-downs for best sizing results and provides tips for navigating the software.

1. Sizing a Valve Using Fisher
Specification Manager
A Basic Approach
LET’S BEGIN…

2. All the real sizing work is done in and with the Tags.
A New Tag should be created for each Valve Sized.
1. Create a
New Project
2. Create a
New Tag

3. 1. Click on Installation
Data
Note: The Project and Tag Name can be changed by right
clicking on them and selecting Rename.
This tutorial is meant to be a basic guide, not an
exhaustive source of information. Please refer to the rest of
the Help System for detailed explanations of program features.
Note: A completed Spec Sheet (ISA Sheet) will be the
result of the sizing sequence.

4. * For best
sizing results,
fill fields
exclusively
from drop
downs.
2. Select a Pipe Size
4. Fill in Remaining
Spaces **
** Not all
information
is required for
calculations.
Blue D/F or D
indicates fields
required for
either sizing
calculations
or dimensional
drawings. Rest
is for spec
sheet.
1. Select a Style
and Rating * 3. Select a Schedule
OR a Thickness
5. Click on
Valve Sizing

5. 1. Select your
fluid type *
* This example
will be based on
water for
simplicity’s sake.
2. Fill in at least
the Min Condition
completely. **
** Units can be
changed with
drop downs and
Kc can be
looked up.
Note: A number
is not considered
entered in the
spreadsheet
until the cursor
moves to
another cell

6. If you have
Multiple conditions…
1. Select one cell
in Min condition
column.
2. Right Click on
Cell.
3. Select Copy
Condition

7. 1. Select one cell
in the desired condition
column
2. Right Click on
Cell 3. Select Paste
Condition *
* You can also
select Paste
Condition To
All and the
remaining
columns will
be filled with
the copied one.

8. *Here, just the
flow rate is
changed
between
conditions.
1. Make adjustments
to each condition * 2. Delete unnecessary
conditions by selecting
a cell in that column 3. Click on Delete
Condition
Note: Condition
names can be
changed by
clicking on them
and typing over.
4. Click Calculate

9. 1. The calculated
results appear in
yellow cells. *
* If all the
values are not
calculated, check
Warnings to see
what needs to
be fixed.
Warnings
appear and alert
the user to
problems
inhibiting
calculations.
Other messages
may appear in
this section to
provide further
insight about
your conditions.
2. Click Valve
Selection

10. 1. Select a Product
Series *
*A user can
view the
product bulletin
in PDF or
HTML form
to help decide
on a product
Note: Products
displayed have
been filtered
using information
provided to help
reduce selection
list. Unselecting
the filters gives
more options,
but may result in
incorrect sizing.

11. 1. Select a Valve type *
* Clicking on the
attribute name
selects the valve.
In this case, a
CL900 Linear
has been
chosen.
2. Select a Valve
Size by clicking on a
row **
** A rule of thumb
is to only pick
Valve Sizes that
are less than or
equal to the line
size, but not
greater than
½ the line size.
In this case, we
have decided to
look at a 2”
valve (which is
½ our line size).
3. Click on Graph

12. 1. Locate each condition’s
Cv
2. Check to see if all the
points fall within your desired range
of travel. *
3. If values out of range, go back
and try a different valve type or size.
4. If in range,
click Close and continue.
* These values
are between
our desired
range of travel.
(20-80%)

13. Note: Very basic
valve attribute
info is available.
Note: More
detailed info can
be compared In
the spreadsheet
by clicking in the
Show section.
1. Click on Valve
Construction

14. 1. Ignore fields to the
right of locked fields*
* These fields
are only for
overriding the
values to the left
and are used to
customize a
valve.
2. Click Standard for
Body Material **
** Standard
reduces the list
of materials
to those
most commonly
used for
your valve,
rather than
presenting
an exhaustive
list of all Fisher’s
Materials
(presented in
drop downs)
which may not be
a proper fit for
your needs.

15. 1. Select a body material
from the reduced list *
* In this case,
we selected
WCC Steel.
2. Click Ok

16. 1. Click Standard for the
Type of Bonnet

17. 1. Select a bonnet type
from the reduced list *
* In this case,
we selected
Plain, as it is
very common
and a style
that can be
illustrated in
Fisher
Specification
Manager
Dimensional
Drawings.
2. Click Ok

18. 1. Click Standard for the
Packing Material

19. 1. Use the drop downs
to select what type of packing
material you want *
* These drop
downs are list
reducing and
should be
completed from
left to right. In
this example,
we have
selected Single
Graphite.
2. If you want to start
over, click Reset. 3. Click Ok

20. 1. Click Fisher Trim
Tables for Plug/Ball/Disk
Note: Packing
Type is filled in
when Packing
Material is filled
in using
Standard.

21. 1. Determine which Trim
attribute is most important
to your selection.
2. Click on the attribute
header to sort the information
by that attribute. 3. Select a trim *
3. Click Ok
* We have
selected 205A

22. 1. Click Standard for
Stem Material
Note: Seat
Material and
Cage/Guide
Material is filled
in when
Plug/Ball/Disk
is filled in using
Fisher Trim
Tables.
Note: Notes
are optional.
They appear on
the ISA sheet.

23. 1. Select a Stem
Material
* We have
selected
S31600 (316 SST)
2. Click Ok

24. 1. Click
Actuator Selection

25. 1. Fill out Actuator
information (empty
fields).
2. Click on
Positioner
Note: Actuator
Sizing is
available, but not
required. (See
explanation in
blue) See the
tutorial “Sizing
an Actuator” for
more help.

26. 1. Fill out Positioner
section *
* The following
sections are
optional. They
simply go on the
spec sheet and
are not relevant
to valve sizing.
2. Fill out I/P
Transducers Sec.
3. Fill out Air Set
Regulator Sec.
4. Check which
accessories you want.
Note: The
Favorites section
allows a user
to save
configurations
that they like
or use often. It
is not necessary.
5. Click Additional
Accessories.

27. 1. Fill out Solenoid
Valve section *
Note: Titles in
parentheses are
referring to the
fields below
them.
2. Fill out Limit
Switch section
3. Click on ISA
Sheet
* Again, these
sections are
optional.

28. 1. Fill in any
additional information *
* Much of this
section is left
unfilled by the
program. Click
on a cell and
type to fill it in.
Also, customer
information can
be entered here
via the Profile
- User section.
2. Scroll down and
double check information
pertaining to the valve. **
** At this point,
it is nice to add
notes for
clarification or
added info. See
the How Do I..?
section of Help
to learn about
adding notes

29. A valve has been
sized, and a spec sheet
has been created.
You’re Done!
You can now print your
Project…
save it…
add a another tag…
or start a new project!

30. Use the “Back” button to return to the Help System
OR
Continue clicking to repeat the tutorial