Hydraulic machines use liquid fluid power to perform work. Heavy construction vehicles are a common example. In this type of machine, hydraulic fluid is pumped to various hydraulic motors and hydraulic cylinders throughout the machine and becomes pressurized according to the resistance present. The fluid is controlled directly or automatically by control valves and distributed through hoses, tubes, or pipes.
Hydraulic systems, like pneumatic systems, are based on Pascal's law which states that any pressure applied to a fluid inside a closed system will transmit that pressure equally everywhere and in all directions. A hydraulic system uses an incompressible liquid as its fluid, rather than a compressible gas.
The popularity of hydraulic machinery is due to the large amount of power that can be transferred through small tubes and flexible hoses, the high power density and a wide array of actuators that can make use of this power, and the huge multiplication of forces that can be achieved by applying pressures over relatively large areas. One drawback, compared to machines using gears and shafts, is that any transmission of power results in some losses due to resistance of fluid flow through the piping.
Joseph Bramah patented the hydraulic press in 1795. [1] While working at Bramah's shop, Henry Maudslay suggested a cup leather packing. [2] [ clarification needed ] Because it produced superior results, the hydraulic press eventually displaced the steam hammer for metal forging. [3]
To supply large-scale power that was impractical for individual steam engines, central station hydraulic systems were developed. Hydraulic power was used to operate cranes and other machinery in British ports and elsewhere in Europe. The largest hydraulic system was in London. Hydraulic power was used extensively in Bessemer steel production. Hydraulic power was also used for elevators, to operate canal locks and rotating sections of bridges. [1] [3] Some of these systems remained in use well into the twentieth century.
Harry Franklin Vickers was called the "Father of Industrial Hydraulics" by ASME.[ why? ]
A fundamental feature of hydraulic systems is the ability to apply force or torque multiplication in an easy way, independent of the distance between the input and output, without the need for mechanical gears or levers, either by altering the effective areas in two connected cylinders or the effective displacement (cc/rev) between a pump and motor. In normal cases, hydraulic ratios are combined with a mechanical force or torque ratio for optimum machine designs such as boom movements and track drives for an excavator.
Cylinder C1 is one inch in radius, and cylinder C2 is ten inches in radius. If the force exerted on C1 is 10 lbf, the force exerted by C2 is 1000 lbf because C2 is a hundred times larger in area (S = πr²) as C1. The downside to this is that you have to move C1 a hundred inches to move C2 one inch. The most common use for this is the classical hydraulic jack where a pumping cylinder with a small diameter is connected to the lifting cylinder with a large diameter.
If a hydraulic rotary pump with the displacement 10 cc/rev is connected to a hydraulic rotary motor with 100 cc/rev, the shaft torque required to drive the pump is one-tenth of the torque then available at the motor shaft, but the shaft speed (rev/min) for the motor is also only one-tenth of the pump shaft speed. This combination is actually the same type of force multiplication as the cylinder example, just that the linear force in this case is a rotary force, defined as torque.
Both these examples are usually referred to as a hydraulic transmission or hydrostatic transmission involving a certain hydraulic "gear ratio".
A hydraulic circuit is a system comprising an interconnected set of discrete components that transport liquid. The purpose of this system may be to control where fluid flows (as in a network of tubes of coolant in a thermodynamic system) or to control fluid pressure (as in hydraulic amplifiers). For example, hydraulic machinery uses hydraulic circuits (in which hydraulic fluid is pushed, under pressure, through hydraulic pumps, pipes, tubes, hoses, hydraulic motors, hydraulic cylinders, and so on) to move heavy loads. The approach of describing a fluid system in terms of discrete components is inspired by the success of electrical circuit theory. Just as electric circuit theory works when elements are discrete and linear, hydraulic circuit theory works best when the elements (passive components such as pipes or transmission lines or active components such as power packs or pumps) are discrete and linear. This usually means that hydraulic circuit analysis works best for long, thin tubes with discrete pumps, as found in chemical process flow systems or microscale devices. [4] [5] [6]
The circuit comprises the following components:
For the hydraulic fluid to do work, it must flow to the actuator and/or motors, then return to a reservoir. The fluid is then filtered and re-pumped. The path taken by hydraulic fluid is called a hydraulic circuit of which there are several types.
Open-loop: Pump-inlet and motor-return (via the directional valve) are connected to the hydraulic tank. The term loop applies to feedback; the more correct term is open versus closed "circuit". Open center circuits use pumps which supply a continuous flow. The flow is returned to the tank through the control valve's open center; that is, when the control valve is centered, it provides an open return path to the tank and the fluid is not pumped to a high pressure. Otherwise, if the control valve is actuated it routes fluid to and from an actuator and tank. The fluid's pressure will rise to meet any resistance, since the pump has a constant output. If the pressure rises too high, fluid returns to the tank through a pressure relief valve. Multiple control valves may be stacked in series. This type of circuit can use inexpensive, constant displacement pumps.
Closed-loop: Motor-return is connected directly to the pump-inlet. To keep up pressure on the low pressure side, the circuits have a charge pump (a small gear pump) that supplies cooled and filtered oil to the low pressure side. Closed-loop circuits are generally used for hydrostatic transmissions in mobile applications. Advantages: No directional valve and better response, the circuit can work with higher pressure. The pump swivel angle covers both positive and negative flow direction. Disadvantages: The pump cannot be utilized for any other hydraulic function in an easy way and cooling can be a problem due to limited exchange of oil flow. High power closed loop systems generally must have a 'flush-valve' assembled in the circuit in order to exchange much more flow than the basic leakage flow from the pump and the motor, for increased cooling and filtering. The flush valve is normally integrated in the motor housing to get a cooling effect for the oil that is rotating in the motor housing itself. The losses in the motor housing from rotating effects and losses in the ball bearings can be considerable as motor speeds will reach 4000-5000 rev/min or even more at maximum vehicle speed. The leakage flow as well as the extra flush flow must be supplied by the charge pump. A large charge pump is thus very important if the transmission is designed for high pressures and high motor speeds. High oil temperature is usually a major problem when using hydrostatic transmissions at high vehicle speeds for longer periods, for instance when transporting the machine from one work place to the other. High oil temperatures for long periods will drastically reduce the lifetime of the transmission. To keep down the oil temperature, the system pressure during transport must be lowered, meaning that the minimum displacement for the motor must be limited to a reasonable value. Circuit pressure during transport around 200-250 bar is recommended.
Closed loop systems in mobile equipment are generally used for the transmission as an alternative to mechanical and hydrodynamic (converter) transmissions. The advantage is a stepless gear ratio (continuously variable speed/torque) and a more flexible control of the gear ratio depending on the load and operating conditions. The hydrostatic transmission is generally limited to around 200 kW maximum power, as the total cost gets too high at higher power compared to a hydrodynamic transmission. Large wheel loaders for instance and heavy machines are therefore usually equipped with converter transmissions. Recent technical achievements for the converter transmissions have improved the efficiency and developments in the software have also improved the characteristics, for example selectable gear shifting programs during operation and more gear steps, giving them characteristics close to the hydrostatic transmission.
Hydrostatic transmissions for earth moving machines, such as for track loaders, are often equipped with a separate 'inch pedal' that is used to temporarily increase the diesel engine rpm while reducing the vehicle speed in order to increase the available hydraulic power output for the working hydraulics at low speeds and increase the tractive effort. The function is similar to stalling a converter gearbox at high engine rpm. The inch function affects the preset characteristics for the 'hydrostatic' gear ratio versus diesel engine rpm.
The closed center circuits exist in two basic configurations, normally related to the regulator for the variable pump that supplies the oil:
Load-sensing systems (LS) generate less power losses as the pump can reduce both flow and pressure to match the load requirements, but require more tuning than the CP system with respect to system stability. The LS system also requires additional logical valves and compensator valves in the directional valves, thus it is technically more complex and more expensive than the CP system. The LS system generates a constant power loss related to the regulating pressure drop for the pump regulator :
The average is around 2 MPa (290 psi). If the pump flow is high the extra loss can be considerable. The power loss also increases if the load pressures vary a lot. The cylinder areas, motor displacements and mechanical torque arms must be designed to match load pressure in order to bring down the power losses. Pump pressure always equals the maximum load pressure when several functions are run simultaneously and the power input to the pump equals the (max. load pressure + ΔpLS) x sum of flow.
Technically the down-stream mounted compensator in a valve block can physically be mounted "up-stream", but work as a down-stream compensator.
System type (3) gives the advantage that activated functions are synchronized independent of pump flow capacity. The flow relation between two or more activated functions remains independent of load pressures, even if the pump reaches the maximum swivel angle. This feature is important for machines that often run with the pump at maximum swivel angle and with several activated functions that must be synchronized in speed, such as with excavators. With the type (4) system, the functions with up-stream compensators have priority, for example the steering function for a wheel loader. The system type with down-stream compensators usually have a unique trademark depending on the manufacturer of the valves, for example "LSC" (Linde Hydraulics), "LUDV" (Bosch Rexroth Hydraulics) and "Flowsharing" (Parker Hydraulics) etc. No official standardized name for this type of system has been established but flowsharing is a common name for it.
Hydraulic pumps supply fluid to the components in the system. Pressure in the system develops in reaction to the load. Hence, a pump rated for 5,000 psi is capable of maintaining flow against a load of 5,000 psi.
Pumps have a power density about ten times greater than an electric motor (by volume). They are powered by an electric motor or an engine, connected through gears, belts, or a flexible elastomeric coupling to reduce vibration.
Common types of hydraulic pumps to hydraulic machinery applications are:
Piston pumps are more expensive than gear or vane pumps, but provide longer life operating at higher pressure, with difficult fluids and longer continuous duty cycles. Piston pumps make up one half of a hydrostatic transmission.
Directional control valves route the fluid to the desired actuator. They usually consist of a spool inside a cast iron or steel housing. The spool slides to different positions in the housing, and intersecting grooves and channels route the fluid based on the spool's position.
The spool has a central (neutral) position maintained with springs; in this position the supply fluid is blocked, or returned to tank. Sliding the spool to one side routes the hydraulic fluid to an actuator and provides a return path from the actuator to tank. When the spool is moved to the opposite direction the supply and return paths are switched. When the spool is allowed to return to neutral (center) position the actuator fluid paths are blocked, locking it in position.
Directional control valves are usually designed to be stackable, with one valve for each hydraulic cylinder, and one fluid input supplying all the valves in the stack.
Tolerances are very tight in order to handle the high pressure and avoid leaking, spools typically have a clearance with the housing of less than a thousandth of an inch (25 µm). The valve block will be mounted to the machine's frame with a three point pattern to avoid distorting the valve block and jamming the valve's sensitive components.
The spool position may be actuated by mechanical levers, hydraulic pilot pressure, or solenoids which push the spool left or right. A seal allows part of the spool to protrude outside the housing, where it is accessible to the actuator.
The main valve block is usually a stack of off the shelf directional control valves chosen by flow capacity and performance. Some valves are designed to be proportional (flow rate proportional to valve position), while others may be simply on-off. The control valve is one of the most expensive and sensitive parts of a hydraulic circuit.
The hydraulic fluid reservoir holds excess hydraulic fluid to accommodate volume changes from: cylinder extension and contraction, temperature driven expansion and contraction, and leaks. The reservoir is also designed to aid in separation of air from the fluid and also work as a heat accumulator to cover losses in the system when peak power is used. Reservoirs can also help separate dirt and other particulate from the oil, as the particulate will generally settle to the bottom of the tank. Some designs include dynamic flow channels on the fluid's return path that allow for a smaller reservoir.
Accumulators are a common part of hydraulic machinery. Their function is to store energy by using pressurized gas. One type is a tube with a floating piston. On the one side of the piston there is a charge of pressurized gas, and on the other side is the fluid. Bladders are used in other designs. Reservoirs store a system's fluid.
Examples of accumulator uses are backup power for steering or brakes, or to act as a shock absorber for the hydraulic circuit.
Also known as tractor fluid, hydraulic fluid is the life of the hydraulic circuit. It is usually petroleum oil with various additives. Some hydraulic machines require fire resistant fluids, depending on their applications. In some factories where food is prepared, either an edible oil or water is used as a working fluid for health and safety reasons.
In addition to transferring energy, hydraulic fluid needs to lubricate components, suspend contaminants and metal filings for transport to the filter, and to function well to several hundred degrees Fahrenheit or Celsius.
Filters are an important part of hydraulic systems which removes the unwanted particles from fluid. Metal particles are continually produced by mechanical components and need to be removed along with other contaminants.
Filters may be positioned in many locations. The filter may be located between the reservoir and the pump intake. Blockage of the filter will cause cavitation and possibly failure of the pump. Sometimes the filter is located between the pump and the control valves. This arrangement is more expensive, since the filter housing is pressurized, but eliminates cavitation problems and protects the control valve from pump failures. The third common filter location is just before the return line enters the reservoir. This location is relatively insensitive to blockage and does not require a pressurized housing, but contaminants that enter the reservoir from external sources are not filtered until passing through the system at least once. Filters are used from 7 micron to 15 micron depends upon the viscosity grade of hydraulic oil.
Hydraulic tubes are seamless steel precision pipes, specially manufactured for hydraulics. The tubes have standard sizes for different pressure ranges, with standard diameters up to 100 mm. The tubes are supplied by manufacturers in lengths of 6 m, cleaned, oiled and plugged. The tubes are interconnected by different types of flanges (especially for the larger sizes and pressures), welding cones/nipples (with o-ring seal), several types of flare connection and by cut-rings. In larger sizes, hydraulic pipes are used. Direct joining of tubes by welding is not acceptable since the interior cannot be inspected.
Hydraulic pipe is used in case standard hydraulic tubes are not available. Generally these are used for low pressure. They can be connected by threaded connections, but usually by welds. Because of the larger diameters the pipe can usually be inspected internally after welding. Black pipe is non-galvanized and suitable for welding.
Hydraulic hose is graded by pressure, temperature, and fluid compatibility. Hoses are used when pipes or tubes can not be used, usually to provide flexibility for machine operation or maintenance. The hose is built up with rubber and steel layers. A rubber interior is surrounded by multiple layers of woven wire and rubber. The exterior is designed for abrasion resistance. The bend radius of hydraulic hose is carefully designed into the machine, since hose failures can be deadly, and violating the hose's minimum bend radius will cause failure. Hydraulic hoses generally have steel fittings swaged on the ends. The weakest part of the high pressure hose is the connection of the hose to the fitting. Another disadvantage of hoses is the shorter life of rubber which requires periodic replacement, usually at five to seven year intervals.
Tubes and pipes for hydraulic n applications are internally oiled before the system is commissioned. Usually steel piping is painted outside. Where flare and other couplings are used, the paint is removed under the nut, and is a location where corrosion can begin. For this reason, in marine applications most piping is stainless steel.
Components of a hydraulic system [sources (e.g. pumps), controls (e.g. valves) and actuators (e.g. cylinders)] need connections that will contain and direct the hydraulic fluid without leaking or losing the pressure that makes them work. In some cases, the components can be made to bolt together with fluid paths built-in. In more cases, though, rigid tubing or flexible hoses are used to direct the flow from one component to the next. Each component has entry and exit points for the fluid involved (called ports) sized according to how much fluid is expected to pass through it.
There are a number of standardized methods in use to attach the hose or tube to the component. Some are intended for ease of use and service, others are better for higher system pressures or control of leakage. The most common method, in general, is to provide in each component a female-threaded port, on each hose or tube a female-threaded captive nut, and use a separate adapter fitting with matching male threads to connect the two. This is functional, economical to manufacture, and easy to service.
Fittings serve several purposes;
A typical piece of machinery or heavy equipment may have thousands of sealed connection points and several different types:
Elastomeric seals (O-ring boss and face seal) are the most common types of seals in heavy equipment and are capable of reliably sealing more than 6,000 psi (41 MPa ) of fluid pressure.
A valve is a device or natural object that regulates, directs or controls the flow of a fluid by opening, closing, or partially obstructing various passageways. Valves are technically fittings, but are usually discussed as a separate category. In an open valve, fluid flows in a direction from higher pressure to lower pressure. The word is derived from the Latin valva, the moving part of a door, in turn from volvere, to turn, roll.
Pneumatics is a branch of engineering that makes use of gas or pressurized air.
An actuator is a component of a machine that produces force, torque, or displacement, usually in a controlled way, when an electrical, pneumatic or hydraulic input is supplied to it in a system. An actuator converts such an input signal into the required form of mechanical energy. It is a type of transducer. In simple terms, it is a "mover".
Fluid power is the use of fluids under pressure to generate, control, and transmit power. Fluid power is conventionally subdivided into hydraulics and pneumatics. Although steam is also a fluid, steam power is usually classified separately from fluid power. Compressed-air and water-pressure systems were once used to transmit power from a central source to industrial users over extended geographic areas; fluid power systems today are usually within a single building or mobile machine.
Hydropneumatic suspension is a type of motor vehicle suspension system, designed by Paul Magès, invented by Citroën, and fitted to Citroën cars, as well as being used under licence by other car manufacturers. Similar systems are also widely used on modern tanks and other large military vehicles. The suspension was referred to as suspension oléopneumatique in early literature, pointing to oil and air as its main components.
Electronic-hydraulic analogies are the representation of electronic circuits by hydraulic circuits. Since electric current is invisible and the processes in play in electronics are often difficult to demonstrate, the various electronic components are represented by hydraulic equivalents. Electricity was originally understood to be a kind of fluid, and the names of certain electric quantities are derived from hydraulic equivalents.
In hydraulic systems, a fuse is a component which prevents the sudden loss of hydraulic fluid pressure. It is a safety feature, designed to allow systems to continue operating, or at least to not fail catastrophically, in the event of a system breach. It does this by stopping or greatly restricting the flow of hydraulic fluid through the fuse if the flow exceeds a threshold.
A hydraulic brake is an arrangement of braking mechanism which uses brake fluid, typically containing glycol ethers or diethylene glycol, to transfer pressure from the controlling mechanism to the braking mechanism.
A hydraulic cylinder is a mechanical actuator that is used to give a unidirectional force through a unidirectional stroke. It has many applications, notably in construction equipment, manufacturing machinery, elevators, and civil engineering. A hydraulic cylinder is a hydraulic actuator that provides linear motion when hydraulic energy is converted into mechanical movement. It can be likened to a muscle in that, when the hydraulic system of a machine is activated, the cylinder is responsible for providing the motion.
An axial piston pump is a positive displacement pump that has a number of pistons in a circular array within a cylinder block.
Lego pneumatics is a variety of Lego bricks which use air pressure and specialised components to perform various actions using the principles of pneumatics.
A hydraulic motor is a mechanical actuator that converts hydraulic pressure and flow into torque and angular displacement (rotation). The hydraulic motor is the rotary counterpart of the hydraulic cylinder as a linear actuator. Most broadly, the category of devices called hydraulic motors has sometimes included those that run on hydropower but in today's terminology the name usually refers more specifically to motors that use hydraulic fluid as part of closed hydraulic circuits in modern hydraulic machinery.
Artificial lift refers to the use of artificial means to increase the flow of liquids, such as crude oil or water, from a production well. Generally this is achieved by the use of a mechanical device inside the well or by decreasing the weight of the hydrostatic column by injecting gas into the liquid some distance down the well. A newer method called Continuous Belt Transportation (CBT) uses an oil absorbing belt to extract from marginal and idle wells. Artificial lift is needed in wells when there is insufficient pressure in the reservoir to lift the produced fluids to the surface, but often used in naturally flowing wells to increase the flow rate above what would flow naturally. The produced fluid can be oil, water or a mix of oil and water, typically mixed with some amount of gas.
A pneumatic circuit is an interconnected set of components that convert compressed gas into mechanical work. In the normal sense of the term, the circuit must include a compressor or compressor-fed tank.
A hydraulic pump is a mechanical source of power that converts mechanical power into hydraulic energy. Hydraulic pumps are used in hydraulic drive systems and can be hydrostatic or hydrodynamic. They generate flow with enough power to overcome pressure induced by a load at the pump outlet. When a hydraulic pump operates, it creates a vacuum at the pump inlet, which forces liquid from the reservoir into the inlet line to the pump and by mechanical action delivers this liquid to the pump outlet and forces it into the hydraulic system. Hydrostatic pumps are positive displacement pumps while hydrodynamic pumps can be fixed displacement pumps, in which the displacement cannot be adjusted, or variable displacement pumps, which have a more complicated construction that allows the displacement to be adjusted. Hydrodynamic pumps are more frequent in day-to-day life. Hydrostatic pumps of various types all work on the principle of Pascal's law.
An electrohydraulic servo valve (EHSV) is an electrically-operated valve that controls how hydraulic fluid is sent to an actuator. Servo valves are often used to control powerful hydraulic cylinders with a very small electrical signal. Servo valves can provide precise control of position, velocity, pressure, and force with good post-movement damping characteristics.
Electro-hydraulic actuators (EHAs), replace hydraulic systems with self-contained actuators operated solely by electrical power. EHAs eliminate the need for separate hydraulic pumps and tubing, because they include their own pump, simplifying system architectures and improving safety and reliability. This technology originally was developed for the aerospace industry but has since expanded into many other industries where hydraulic power is commonly used.
A booster pump is a machine which increases the pressure of a fluid. It may be used with liquids or gases, and the construction details vary depending on the fluid. A gas booster is similar to a gas compressor, but generally a simpler mechanism which often has only a single stage of compression, and is used to increase pressure of a gas already above ambient pressure. Two-stage boosters are also made. Boosters may be used for increasing gas pressure, transferring high pressure gas, charging gas cylinders and scavenging.
Hydraulics is a topic in engineering dealing with the mechanical properties of liquids.