4 inputs determine the right manual & shutoff valve.
A distributor-facing pre-quote checklist. If the customer answers most of these at the first call, the second call is the quote.
- 01 What's being isolated, and where does the valve sit on the line?Sets which manual valve fits the job. Machine drop or branch take-off → quarter-turn shutoff upstream of the FRL so the bowl, regulator, and tooling can be serviced without bleeding the branch. General line on/off → ball valve. Local point-of-use hand control → hand valve. The plant walk-through audit usually surfaces 10-50 drops and take-offs missing a shutoff.
- 02 Does this location require OSHA lockout-tagout?The lockout requirement is what separates a shutoff from a plain ball or hand valve. If maintenance has to isolate and lock the branch for service, the valve needs a padlock-through-lever — that's the quarter-turn shutoff. Confirm the lever accepts the customer's lockout hardware. Where lockout isn't required, a ball or hand valve covers the manual on/off without the LOTO premium.
- 03 What's the port size and connection — NPT, BSPP, or push-to-connect ends?Branch take-offs from a header run larger (1-1/4"+); machine drops and point-of-use isolation sit in the 1/8"–1" range. NPT and BSPP are not interchangeable — match the existing line thread, or spec push-to-connect ends where the run is tubed rather than piped. Read the existing fitting or photo the connection before quoting.
- 04 What's the install environment — and is manual or lockable operation needed?Material is the spec that bites. Brass for general industrial air; bronze for higher pressure; stainless for washdown, food, pharma, corrosive, or outdoor service — brass into a washdown environment fails on a 6-12 month corrosion cycle and the price delta to stainless is modest. Pair the material call with the operation call: lockable lever (shutoff) vs. plain manual (ball / hand valve).