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How To Prepare to Buy a New Chemical Filter Assembly

A properly functioning filter for a chemical process is usually one that has been carefully selected. Collecting the right information for a new filter assembly (housing and filters) lays the groundwork for all involved to thoroughly understand requirements.

Delta Pure Filtration has prepared a questionnaire to help with the filter selection process. Preparing answers to these questions will help you to get the right recommendation and pricing from your supplier, will significantly speed-up the quoting process, and might even provide you important new insights into your own process.

TIP: Special filter vessels can often take a few months to design and fabricate, so it is best to plan ahead and order as early as possible.

Chemical Filtration Assembly Questionnaire

1) General

  1. Your name and contact information:
  2. Project Information: What is the name of the project? What is the name and location of the plant?
  3. What is the timing of this project? (Approval, Ordering, required delivery, installation, startup?)
  4. What does the budget approval process entail?  Do you have approval already?

2) Process

  1. Fluid information: What is the fluid? What viscosity and density?
  2. Type of application: What is the application, and what is the name of the process?
  3. Purpose of filtration: What is being protected? What fluid purity standard is required? What issues do you have when the fluid is not filtered properly?
  4. Will you assess fluid cleanliness? If so, how, and by what standards?
  5. Is this a batch or continuous process?  If it is batch what is the size, frequency of operation, etc.?
  6. What is known about the dirt load? Please provide details (types of contaminants, particle sizes, weights, concentrations etc.)
  7. Describe your current experience: What equipment is being used? What problems arise? What improvements are you looking for? What do you like or dislike about your current process?
  8. What is your process flow rate?  (Min, Max, Average)
  9. What future capacity (flow) changes do you anticipate?
  10. What type of pressures are involved? Minimum? Maximum? Operating? Design?
  11. What is the maximum allowable pressure drop?
  12. What temperatures are you working with? Minimum? Maximum? Operating? Design?
  13. Please provide a process schematic. What is upstream and downstream of the filter stage?

3) Filter

  1. What Micron rating do you need?  Why have you selected this micron rating?
  2. What % efficiency do you require?
  3. What type of end fitting do you prefer (DOE, SOE with 222 O-ring, etc.)?
  4. What are your preferred filter materials?
  5. What type of seal materials do you need?

4) Filter Housings

  1. What is the line size?
  2. What type of connections (inlet/outlet)?
  3. What types of vents/drains, gage ports etc. are needed?
  4. What materials do you require? What materials are you using on piping and other equipment?
  5. What certifications or standards are required (e.g., ASME)?
  6. What seal material is required?  What seals are you using elsewhere in the process (e.g., Flexitallic)?
  7. What is the location of the housing (indoor, outdoor, etc.) ?
  8. Are there any space/ergonomic/height limits or other environmental requirements?
  9. What other requirements do you have (davit, swing bolts, lifting lugs, etc.)?
  10. What type of flow pattern is needed? Can you provide a rough sketch?

5) What other requirements or pertinent information is important to share?

CLICK HERE to link to a PDF version of this questionnaire.