The basis of good flow meter selection is a clear understanding of the requirements of the particular application. Therefore, time should be invested in fully evaluating the nature of the process fluid and of the overall installation.

The first step in flow sensor selection is to determine if the flowrate information should be continuous or totalized, and whether this information is needed locally or remotely. If remotely, should the transmission be analog, digital, or shared? And, if shared, what is the required (minimum) data-update frequency? Once these questions are answered, an evaluation of the properties and flow characteristics of the process fluid, and of the piping that will accommodate the flowmeter, should take place.

Fluid and flow characteristics: In this section of the table, the name of the fluid is given and its pressure, temperature, allowable pressure drop, density (or specific gravity), conductivity, viscosity (Newtonian or not?) and vapor pressure at maximum operating temperature are listed, together with an indication of how these properties might vary or interact. In addition, all safety or toxicity information should be provided, together with detailed data on the fluid's composition, presence of bubbles, solids (abrasive or soft, size of particles, fibers), tendency to coat, and light transmission qualities (opaque, translucent or transparent?).

Expected minimum and maximum pressure and temperature values should be given in addition to the normal operating values when selecting flowmeters. Whether flow can reverse, whether it does not always fill the pipe, whether slug flow can develop (air-solids-liquid), whether aeration or pulsation is likely, whether sudden temperature changes can occur, or whether special precautions are needed during cleaning and maintenance, these facts, too, should be stated.

Concerning the piping and the area where the flowmeters are to be located, consider:

For the piping, its direction (avoid downward flow in liquid applications), size, material, schedule, flange-pressure rating, accessibility, up or downstream turns, valves, regulators, and available straight-pipe run lengths.

The specifying engineer must know if vibration or magnetic fields are present or possible in the area, if electric or pneumatic power is available, if the area is classified for explosion hazards, or if there are other special requirements such as compliance with sanitary or clean-in-place (CIP) regulations.

The next step is to determine the required meter range by identifying minimum and maximum flows (mass or volumetric) that will be measured. After that, the required flow measurement accuracy is determined. Typically accuracy is specified in percentage of actual reading (AR), in percentage of calibrated span (CS), or in percentage of full scale (FS) units. The accuracy requirements should be separately stated at minimum, normal, and maximum flowrates. Unless you know these requirements, your flowmeter's performance may not be acceptable over its full range.

In applications where products are sold or purchased on the basis of a meter reading, absolute accuracy is critical. In other applications, repeatability may be more important than absolute accuracy. Therefore, it is advisable to establish separately the accuracy and repeatability requirements of each application and to state both in the specifications.

When a flowmeter's accuracy is stated in % CS or % FS units, its absolute error will rise as the measured flow rate drops. If meter error is stated in % AR, the error in absolute terms stays the same at high or low flows. Because full scale (FS) is always a larger quantity than the calibrated span (CS), a sensor with a % FS performance will always have a larger error than one with the same % CS specification. Therefore, in order to compare all bids fairly, it is advisable to convert all quoted error statements into the same % AR units.

In well-prepared flow meter specifications, all accuracy statements are converted into uniform % AR units and these % AR requirements are specified separately for minimum, normal, and maximum flows. All flowmeters specifications and bids should clearly state both the accuracy and the repeatability of the meter at minimum, normal, and maximum flows.

If acceptable metering performance can be obtained from two different flow meter categories and one has no moving parts, select the one without moving parts. Moving parts are a potential source of problems, not only for the obvious reasons of wear, lubrication, and sensitivity to coating, but also because moving parts require clearance spaces that sometimes introduce "slippage" into the flow being measured. Even with well maintained and calibrated meters, this unmeasured flow varies with changes in fluid viscosity and temperature. Changes in temperature also change the internal dimensions of the meter and require compensation.

Furthermore, if one can obtain the same performance from both a full flowmeter and a point sensor, it is generally advisable to use the flowmeter. Because point sensors do not look at the full flow, they read accurately only if they are inserted to a depth where the flow velocity is the average of the velocity profile across the pipe. Even if this point is carefully determined at the time of calibration, it is not likely to remain unaltered, since velocity profiles change with flowrate, viscosity, temperature, and other factors.

Before specifying a flow meter, it is also advisable to determine whether the flow information will be more useful if presented in mass or volumetric units. When measuring the flow of compressible materials, volumetric flow is not very meaningful unless density (and sometimes also viscosity) is constant. When the velocity (volumetric flow) of incompressible liquids is measured, the presence of suspended bubbles will cause error; therefore, air and gas must be removed before the fluid reaches the meter. In other velocity sensors, pipe liners can cause problems (ultrasonic), or the meter may stop functioning if the Reynolds number is too low (in vortex shedding meters, RD > 20,000 is required).

In view of these considerations, mass flowmeters, which are insensitive to density, pressure and viscosity variations and are not affected by changes in the Reynolds number, should be kept in mind. Also underutilized in the chemical industry are the various flumes that can measure flow in partially full pipes and can pass large floating or settleable solids.