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Hydraulic Hose Assembly DesignGuide
Hydraulic Hose Assembly DesignGuide
HYDRAULIC
HOSE ASSEMBLY
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HYDRAULIC HOSE ASSEMBLY DESIGN GUIDE
Selecting and installing hose assemblies requires a great deal of thought and care. A hose
assembly is composed of the hose and the end fittings, which are determined by the
application in which the hose assembly is going to be placed.
With hose selection, consider the pressure rating, temperature range, cover material and bend
diameter. You must also know key specifications such as ID, OD and fluid requirements.
Experts say that it pays to differentiate the hose from a completed hose assembly. While
selection of the hose is obviously important, selecting the hose without considering the
fittings can be a costly mistake. Any hose assembly includes fittings that are specific to the
application. An industrial hose assembly must have the hose, fittings, and a way to attach the
fittings to the hose. ▼
Finally, several other items should be considered before assembling and installing your MARY GANNON
assembly. Hose assemblies should be cleaned internally. Using brackets and supports helps Editor
to maintain the best hose position, and to avoid unnecessary flexing. Ensure that the hose is
never forced into a tighter bend than the minimum radius allowed.
TABLE OF CONTENTS
▼
What is skiving, and when should you use it on your hose assemblies?...... 20
Why should you cap your hydraulic hose assembly?.................................. 23 Sponsored by:
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WHAT COMPONENTS
MAKE UP A FULL
HOSE ASSEMBLY?
W
hen looking at a full hose assembly, it is basically a
length of hose with a properly attached fitting on
each end. A hose assembly is composed of the hose
and the end fittings, which are determined by the application in
which the hose assembly is going to be placed.
Fitting components are comprised of the following:
Hydraulic hoses have three major components, which include • Socket: The socket is the portion of the fitting that goes over
the following: the outer cover.
• Tube: The tube is the inner-most portion of the hose. Its • Stem: The stem is the portion of the fitting that goes directly
role is to convey the media from one end of the hose to the into the I.D. of the inner tube of the hose. It extends out of
other and protect the outside from the media or fluid being the hose and into the connecting end. The connecting end of
conveyed. the fitting is the portion of the fitting that allows the hose to
connect to other components.
• Reinforcement: The reinforcement is the strength of the
hose and comes in a variety of types, including braided, Like hoses, fittings have to meet various specifications and are
spiral and helical. usually designed to fit a specific hose. The hoses and fittings are
typically designed to be a matched set. It is important to refer to
• Cover: The cover is designed to protect the reinforcement the manufacturers recommended hose and fitting combinations for
and tube from the outside environment. proper assembly and application.
Each of these three components plays an important role to Lastly, the hose and fitting need to be assembled using the
allow the hose to work in a variety of environments. Hoses are recommend procedures and proper equipment. When attaching
designed to meet different specifications and requirements a hose fitting permanently to the hose it is important to use the
that arise with the different environments where hoses will be proper method and always check the completed assembly for
installed. proper crimping/swaging, specifications and overall length for the
application.
Fittings are usually
made of metal, Every hose is made up of a tube, reinforcement and cover. Each of
such as carbon these components must be compatible with the media, or product,
steel, stainless steel, flowing through the hose. Every hose lends itself to a specific
brass and so on. application, including the media flowing through it.
Within these fittings
Because hydraulic hoses can support a variety of materials, the tube
there are two major
material needs to be selected based on the type of hydraulic fluid
components.
being used in the equipment. The fittings must also be compatible
with the fluid. Anytime you have an improper combination of
fluid and components, you risk the possibility of hose failure. This
happens when the tube material softens and leads to a leak or the
hose end blows off. Leaks aren’t always visible.
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A PRIMER ON
HYDRAULIC HOSE
CONSTRUCTION
H
ydraulic hose is one of the least considered components
of a high-pressure fluid power system; however, its habit
of being overlooked does not reduce its importance. Any
machine with actuators attached to moving segments requires
flexible plumbing, and that plumbing is hydraulic hose. Hydraulic your standard 100R1 or 100R2 (“1-wire” and “2-wire” respectively)
hose has come a long way with regards to pressure limit and hoses are appropriate. However, when extreme pressures and exotic
flexibility, especially since the proliferation of synthetic materials, fluids come into play, the options for suitable hose are reduced.
such as PTFE and buna nitrile. Also, there are many benefits of
hydraulic hose in addition to flexibility, making it an option for TOUGH UNDER PRESSURE
complete system plumbing.
The primary consideration for hydraulic hose — essentially
what separates it from other hoses — is its pressure holding
Hydraulic hose has many advantages over fixed plumbing, such
capacity, which can be anywhere from 1,000 to 6,000 psi or more.
as tube. Advantages to hose are its ability to absorb vibration
Hydraulic hose uses a three-layer construction: the inner tube, the
and noise, which can be troublesome with pipe or tube, reinforcement layer and the outer cover (Figure 1).
especially if they are resonating or amplifying a sound created
elsewhere. Hose assemblies are also easier to manufacturer The tube construction material is dictated partly by the fluid
than hard plumbing, and because hard plumbing can be labor- being used in the hydraulic system. For example, nitrile or rubber
intensive, hose is often less expensive. Also, hydraulic hose is is fantastic for petroleum-based hydraulic oil, but would not be
constructed with a rubber outer carcass, so it has no potential to compatible with a synthetic fluid such as phosphate ester, which
rust as hard plumbing might, which is often painted to prevent requires Viton or Teflon. Special attention should also be paid to
chemical compatibility of the outer cover as well. There could be
rust when it is not constructed of stainless steel.
ambient conditions containing chemicals incompatible with the
cover material, which is commonly nitrile. Tube material varies less
than does cover material, which can be made from neoprene, PVC,
nitrile or even non-rubber woven textile.
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HYDRAULIC HOSE ASSEMBLY DESIGN GUIDE
(continued)
A PRIMER ON HYDRAULIC HOSE CONSTRUCTION
REINFORCEMENT CHOICES
Steel wire is by and large the most popular choice for the hose
reinforcement layer, and is either cross-braided or spiral wound,
as seen in Figure 2. Cross-braided wire has alternating rows of
perpendicular wire woven in opposite directions around the tube.
Braided steel hose comes in one or two layers, and is usually
separated by another layer of rubber when two layers are used. As
mentioned, the most common types of hydraulic hose are the SAE
100R1 and 100R2 braided hose, affectionately referred to as 1-wire
and 2-wire, respectively.
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HYDRAULIC HOSE ASSEMBLY DESIGN GUIDE
(continued)
A PRIMER ON HYDRAULIC HOSE CONSTRUCTION
There are two types of spiral-wound hydraulic hose. The helically- All hydraulic hose is manufactured to North American or
coiled hose is a mild reinforcement used to increase pressure international standards to ensure construction techniques and quality
capacity, but is limited to suction lines where little or no pressure guidelines are met or exceeded, and because of the potential safety
exists, or sometimes used on return lines where pressure spikes hazards in and around hydraulic machinery, this is a good thing.
are of no concern. However, the tightly wound spiral layers used There has never been a wider selection of hydraulic hose available,
for hydraulic hose are used on ultra-high pressure systems. Four particularly for specialized applications. Because of the increased
layers of high-tensile steel wire is laid directly on top of each other demands for high-pressure performance, I imagine the choice of
perpendicular to each subsequent layer. hydraulic hose will only continue to grow.
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HOW TO SELECT THE RIGHT
HYDRAULIC HOSE FOR YOUR
APPLICATION
W
ith a new hydraulic machine design, or with a machine
that has undergone a rebuild process, there comes the
moment when it is time to specify and install the hoses
that conduct fluid from point to point throughout the system.
While the main functions of a machine and perhaps the most clever
aspects of its design are likely contained within the mechanical
works including the valves and actuators, the required hoses are not
minor accessories. Careful thought and consideration are needed in
order to make the best hose selection.
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HYDRAULIC HOSE ASSEMBLY DESIGN GUIDE
(continued)
HOW TO SELECT THE RIGHT
HYDRAULIC HOSE FOR YOUR APPLICATION
Hoses typically become heavier for any given length, with added layers
of reinforcing wire, as the working pressure requirement increases.
Many of the hose models in the common 100R series have lower
working pressure ratings at the larger diameters. Often a -16 (1 in.)
hose has a working pressure that is half of the rating for the -8 (½ in.)
hose in the same product line. This can be inconvenient and costly
for a machine manufacturer. Look for SAE 100R17 series compact
hoses to find a constant working pressure of approximately 3,000
psi for all available diameters, or consider ISO 18752 rated hoses
for a constant working pressure of approximately 4,000 psi for all
available diameters. Many of the ISO 18752 rated hoses also feature
The hose layline should always include the maximum working pressure
test impulse pressure cycle ratings of 500,000.
(WP). In addition, pertinent information such as inside diameter,
manufacturer and model name, size, etc. can be found on the layline.
Burst pressure is a built-in safety factor for a hydraulic hose. A hose
manufacturer verifies the burst pressure in a destructive test. The
Using economics as the only or primary hose selection criteria can SAE standard J517 for the common series of 100R hydraulic hoses
easily leave human risks at a very high level. A colleague recently also categorizes leakage and also hose separation from hose fitting, as
contacted me regarding concerns about the pressure ratings of burst pressure failures. The hose does not have to violently break apart
hydraulic hoses in use at the plant where he had just been hired on. completely to have suffered a burst failure. The burst pressure rating of
He noticed that the normal system pressure was routinely at levels a hydraulic hose is often 4x the working pressure rating or greater.
that were slightly higher than the working pressure rating of the hoses.
Management assured him that with the known burst pressure rating for Inside diameter — It’s very important to use a hose of the correct
the hose at several multiples above the working pressure rating, there inside diameter. If the diameter is too small for a given rate of flow,
was no cause for concern and that the added expense for a higher the linear velocity will be too high. Excessive velocity will translate
rated hose was unnecessary. This is one example of a very poor hose into friction and turbulence, which when combined will surely result
selection process. In this case, safety was being neglected. in noticeably higher system pressure and heat.
Never use hoses regardless of their age if you are aware of incidents Hose manufacturers typically supply a nomograph or a table that
of system over-pressuring that have exceeded the normal working allows for the easy calculation of the optimum diameter for a given
pressure. Cracked, blistered or abrasion worn hoses should never be flow rate and hose length. Long hose lengths require a larger inner
put back into service. diameter to avoid excessive restriction and friction.
What is “hose whip?”— Hose whip, (a shorter name for what Length — Correct hose length needs to allow for bending and
happens if a hose or fitting breaks, and the hose then flails freely) flexing as a machine moves and articulates, and to make sure
can easily dismember or kill. Most hydraulic hoses are made up of that no undue stress is caused at the crimped fittings. A hose
layers of wire braid and include steel fittings on the end of the hose that connects in a perfectly straight path from one component to
assembly. Imagine getting hit by a steel cable moving at high speed, another may shrink in length up to 4% at maximum pressure. Allow
and you’ll have an idea of the damage a hydraulic hose can do if it
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HYDRAULIC HOSE ASSEMBLY DESIGN GUIDE
(continued)
HOW TO SELECT THE RIGHT
HYDRAULIC HOSE FOR YOUR APPLICATION
Section by section:
• ACME = Manufacturer
Thermoplastic hoses are not always available for diameters above 1 in.
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HYDRAULIC HOSE ASSEMBLY DESIGN GUIDE
(continued)
HOW TO SELECT THE RIGHT
HYDRAULIC HOSE FOR YOUR APPLICATION
ENSURE PROPER INSTALLATION Bending and twisting — Twisting is a very serious stress that can
lead to failure on most any hydraulic hose. Prevent twisting of the
So now that you’ve selected the correct hose, let’s talk about best hose as it is installed between two ports or fittings. Pay attention to
practices for installing it. the layline to make sure that is not spiraling around the hose, as you
tighten fittings. The use of fittings with swivels also helps in this regard.
Minimum bend radius — You’ll find the minimum radius for a hose
in the product catalog. This refers to the arc that the hose follows A hose that actively bends in two or three planes during machine
in order to prevent restriction and damage due to kinking. Bends motion may produce stresses and twisting that dramatically shorten
should not begin immediately after the hose end fitting. hose life. Work towards single plane bends as much as possible.
For example, the manufacturer’s catalog tells us that our hose has a Brackets/support — For lengthy hydraulic hoses you may need
minimum bend radius of 3.9 in. Let’s look at what this really means. to install brackets or another method of support. Don’t rely on the
fittings to hold a hose in the correct position. Install brackets or
other means of support as necessary.
The first hose is making too tight of a corner (represented by the red
circle.) The green circle indicates the minimum bend radius allowed for
this hose. The second hose is correct.
Plan out the hose path to avoid tight bends. This will improve the life
of your hose, and it will promote laminar (straight) flow inside of the
hose. Turbulence from excessively tight bends can cause the inner
tube to become eroded and damaged.
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HYDRAULIC HOSE ASSEMBLY DESIGN GUIDE
(continued)
HOW TO SELECT THE RIGHT
HYDRAULIC HOSE FOR YOUR APPLICATION
Cleanliness — New rubber hoses need to be cleaned after they are CONCLUSION
cut to length. Cleaning projectiles and the hand tools (pneumatic
launchers) that propel the projectiles through the hose are more Using a hose with a working pressure rating that is too low is a very
affordable than ever and pay for themselves quickly. With particle serious safety concern. Always err on the side of caution by choosing a
contaminants clearly identified as the leading cause of hydraulic hose with a working pressure rating that provides a safety margin. Burst
valve malfunctions, the days of cut-and-crimp should be behind us. pressure ratings should never be used to deliberately allow a system
A freshly cut length of hydraulic hose has rubber and also metal to work above the working pressure rating. If you are concerned about
wire particles within it. It is the cutting process that produces these pressure surges, look for hoses with a high impulse cycle rating.
particles. It takes only seconds in most cases to complete the hose
cleaning process before crimping the fittings onto the hose end. When choosing a hose you should consider the pressure rating,
temperature range, cover material and bend diameter among
Thermoplastic hoses are cleaner from the start as they are cut/ other factors. Before assembling a rubber hydraulic hose, clean it
sheared to length as opposed to being cut to length. internally! Use brackets and supports wherever required to maintain
the best hose position, and to avoid unnecessary flexing. Ensure that
the hose is never forced into a tighter bend than the minimum radius
allowed. Consider thermoplastic hoses for lightweight options and
for tighter than normal bend radiuses.
Finally, if you are not sure how to objectively sort through the
information provided by a sales rep, purchase and read the
standards documents (SAE, ISO, ANSI, DIN etc.) for the types of
hoses you are considering.
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What are hydraulic fittings and flanges?
H
ydraulic fittings connect tubes, pipes, or hoses to When selecting the fitting, several items are important
components (pumps, valves, cylinders, and so on) or dimensionally. Most hydraulic fittings have two types, called
together to create a system through which hydraulic fluid male and female, that are joined together to form a union. Most
can flow without leaking. Fittings are meant to withstand high fittings are sized based on the size of the conductor (size of
pressures and be leak resistant. Fitting variations allow designers hose, pipe, or tube). Overall dimensions can vary greatly based
to change the direction of flow, split flows, and change the on fitting type even for the same size conductor.
elevation of lines. Fitting geometries include plugs, unions,
elbows, cross, and others. Care needs to be taken in identifying Additionally, most fitting types are available in a multitude of
the threads of the connections. Some connectors from one materials, including plastic, brass, steel, stainless, Monel, etc. Each
standard appear to thread into another standard port but do not is used in different environments and has different performance
have enough thread engagement to be safe. Documents from characteristics that allow a lot of customization within a fitting
the organizations SAE (sae.org), NFPA (nfpa.com), and ISO (iso. type. Often the first choice is to match the fitting to a similar
org) help identify problems. Hose fittings are designed to work material to the conductor or component that it is connecting
best with only one brand of hose and may not work with others. plastic to plastic, steel to steel, and stainless to stainless.
It is also critical to remember that hoses will eventually fail and
Geometry is an important consideration. Fitting geometry is
need to be replaced—preferably before failure.
identified by letters that the fitting diagrams resemble. Fittings
Connection types include: welded (socket weld, butt weld, slip are available in-line [–]; to change the angle of flow in various
on, etc.), threaded (NPTF [not recommended but used], SAE increments (37˚, 45˚, or 90˚ elbows [L]), or swivel either through
straight thread, ISO 6149, BSPP, BSPT, etc.), flanged, barbed, a range or all around. They can also split or combine flows with:
quick-disconnect, push-to-connect, 37˚ flare, 24˚ cone, inverted Run and Branch Tees [T], Wyes [Y], and Crosses [+]. Fittings,
flare, staple lock, face seal, push-fit and others. When selecting particularly elbows, are offered in a variety of drop lengths. The
a type of fitting some important considerations are working drop length is the distance from the centerline of one opening—
pressure, vibration, type of fitting, desired attachment, size called a port—to the end of the other port.
of piping, flow, material of the conductor or component, and
The sizes of the ports can
price. The fluid power industry is trying to shift to fittings with
vary to compensate for
an elastomeric seal, generally O-rings, to prevent leakage.
changes in flow. Connection
These fittings include the SAE straight thread, face seal, ISO
size often is expressed in
6149, SAE J518 (Code 61 and Code 62) flanges, and others.
terms of 1/16th of an inch
The elastomeric seal must be compatible with the fluid in use.
in the U.S. A dash 32 size
Although leakage is sometimes needed for lubrication, there is
is about a 2-in. (32/16)
no reason for unplanned leakage.
connection. A wye flange
may split a 2-in. flow into two
1-1/2-in., instead of two 2-in.
flows, to more closely match
the cross-sectional area.
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HYDRAULIC HOSE ASSEMBLY DESIGN GUIDE
(continued)
WHAT ARE HYDRAULIC FITTINGS AND FLANGES?
O-ring face seal, SAE straight thread, and ISO 6149 fittings have It is different from the quick disconnect fittings. The quick
an elastomeric seal, normally Buna N, contained within a groove disconnect allows multiple reconnections of the connections.
to seal the fluid. It is important for the seal to be compatible with Some fittings allow the disconnection to be under pressure, others
the fluid and the temperature range. An elastomeric seal greatly not. Some safety quick disconnects allow the pressure from one
reduces the possibility of leakage cause by vibration, thermal side of the line to bleed off eliminating one source of energy.
cycling, and pressure cycling.
A newer fitting is called a push-to-connect fitting. It differs from
SAE J518 split flange fittings are used on larger line sizes, the quick disconnect in that it is a connect one time fitting. It
starting at 1/2-in. (-8) but coming into predominance at 2 in. helps eliminate the use of wrenches in assembly.
(-32) and above. A flange head with an O-ring groove on its
face is attached to a conductor (hose, tube, or pipe) and is Staple and band fittings are low pressure fittings. Band fittings
secured to the port, which could be a flat-face fitting or a pad are attached to the hose by a barbed or beaded end being
on a pump, valve, or cylinder, by a clamp with 4 bolt holes in it. inserted into a hose and a band clamp securing the connection.
The clamp can be whole but is often split. The split is designed This is only for very low pressures. Staple fittings have a cylinder
so that a quarter of the diameter of the flange head is on either with an O-ring and a bead further up on it that slides into a
side of the centerline of the bolt holes to help minimize torque socket. The connection is secured by a staple that goes through
on the clamp. The screws used are tightened to a high torque both sides of the connection behind the bead.
value to avoid problems with fatigue. In many cases, using pipe
or tubing, the flange connections have operated within their
specified working pressure for decades.
Flare fittings, such as the 37˚ flare, are fittings with a conical end
called a seat. The seal is formed along a line when this seat is
forced against a mating surface generally by a swivel nut on one
fitting engaging with a threaded portion of the mating fitting.
The angle of the cone is used in the callout, 37˚ being popular,
but existing in 24˚ and 45˚ that are not interchangeable. The
fittings can be designed to clamp on to a tube by means of a
sleeve or ferrule. Care needs to be taken in that the correct size
is used because of inch and metric tubing.
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How do I specify
hydraulic hose
fittings?
H
ydraulic hose fittings connect hoses to pumps, valves,
cylinders and other components used throughout a
hydraulic system. These secure connections help contain
and direct the flow of hydraulic fluid to where it is needed while
preventing leaks and safely maintaining pressure.
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HYDRAULIC HOSE ASSEMBLY DESIGN GUIDE
(continued)
HOW DO I SPECIFY HYDRAULIC HOSE FITTINGS?
That brings up a common question, “Can I use hose and fittings In addition to the dangers involved, mixing and matching brand
from different manufacturers in the same system?” According to names will void the manufacturer’s warranty and could also
many experts, the short answer is “no.” exclude manufacturers from liability should someone get injured
from a failed hose assembly.
Mixing and matching components from different manufacturers is
the traditional way of life for many industrial hose distributors and Companies that make their own hose and fittings say their
end-users, but this approach to making hose assemblies leaves products are combined into finely engineered hose-assembly
fabricators and users open to greater liability than ever before. systems that are specifically designed to work together.
However, companies that only make fittings often have their
The “right” components for safe, long-lasting hydraulic products certified by third-party testing organizations to work
assemblies are couplings, hoses, and crimping equipment and with specific types and brands of hoses. For the user, when in
accessories that are designed to work together. Tolerances vary doubt, always consult with an expert to guide you through the
from one manufacturer to another and are not interchangeable. selection process.
Different components from different manufacturers can adversely
affect coupling retention. Casual mixing and matching can
lead to hoses bursting, couplings leaking and blown-off ends
maiming or even killing workers.
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WHAT MEASUREMENTS
ARE REQUIRED FOR HOSE
ASSEMBLY SIZES?
W
ith hydraulic hose assemblies, one should consider assembly. For example, if you have a swivel JIC, you do not measure
several measurements to ensure their correct size — ID to the end of the nut, but instead, will measure to where the seat
(inner diameter), OD (outer diameter), and length. attaches to the face of the JIC interface. In the example in Figure
1, you’re measuring the male fittings. If you have your hose or tube
Inner diameter is the bore of the hose and the size of the orifice that has a male JIC, you want to measure to the interface point on
that the fluid has to travel through over a particular length. The that male. This ensures accurate hose length.
OD of the hose could be critical for various things like where the
This procedure is a little more difficult when you have something like
hose is going to fit and how strong the hose is. A very strong
a 45° or a bend fitting. With those, you must measure in the center
high-pressure hose tends to have a larger thickness as a ratio of the fitting because the angled interface crosses various points of
to its ID. And of course, the length will help you determine the entire hose length, so the middle point is obviously the average
what kind of flow rates you can handle, factored in with your ID. length that the hose would expand over that period.
Obviously a smaller hose will have a higher pressure drop or an
overall long length than will a larger diameter hose. When making the hose assembly, you must consider the cutoff
length, as seen in Figure 2. If looking at this hose assembly, you see
the hose cut length. On the coupling on the left-hand side, there’s
a CA dimension which is your hose cutoff length. What that means
is after you have your entire hose length determined, you want to
subtract the amount of space that’s taken up by the fitting itself, and
that goes from the actual measured length, so you can see that it
goes to the female part of the JIC.
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THE EVOLUTION OF
HYDRAULIC HOSE
CRIMPING
Y
ou’d be hard-pressed to find anyone in this hydraulic In the case of these portable hand swagers, the dies move downward
industry who has never made a hydraulic hose assembly. against the fixed collet, and as the dies move downward, they also
Hydraulic technicians make their livings fabricating compress inward. The technician must hold the hose end carefully
plumbing of various configurations. Still, even designers and with one hand as they spin the handle with the opposite hand. Once
engineers likely got their hands dirty in school as part of an the dies grasp the fitting firmly enough, the technician then uses both
intro class on the subject. More often than not, fluid power hands to muscle the crimper until it bottoms out. It’s essential to use
only the matching dies and hose ends specific to the application.
professionals cut their teeth in the local hose shop before
moving through the ranks of a distributor or manufacturer. These portable hand-operated units don’t offer the same automatic
Nevertheless, many of you now reading this are familiar with the crimp diameter technology as new systems employing micrometers.
techniques used to crimp a hydraulic hose. You simply clamp the unit until the two-piece dies bottom out and
hope you achieve your crimp spec. Measuring the crimp still offers the
As you’d expect, hose crimping equipment originated with humble technician confirmation that the crimp resides within specification, but
beginnings. Any machine capable of exerting radial force upon the they need to count on their experience with the device to produce
outside diameter of a hose-end ferrule would do the trick. Early on consistently accurate results. I should also mention, many technicians
in their designs, engineers took advantage of the cone and seat still use portable hand-swaging machines today.
arrangement for the crimping dies, a system still most popular today.
The collet acts as a seat, and when it pushes against the cone shape
HYDRAULICS ADD SPEED AND POWER
of the dies, the dies are forced inward (see figure 1).
Something is satisfying about a hydraulically powered hose crimping
machine. An all-electric machine just doesn’t feel right, like a
meatless burger or a Mazda Miata with an automatic transmission.
The addition of hydraulic power density to the crimping machine
offered the technician a quicker and more powerful method of
crimping hose ends. The collet on the hydraulic crimper is essentially
an annular hydraulic cylinder. In some cases, two cylinders push on
such an annular ring. The force created from the cylinders pushes
either the collets or dies, forcing the latter to close upon the hose
end with high force.
The primary difficulty with early crimping machines was their lack of
versatility. The dies used were specific to the hose end, encouraging
the technician or hose shop to use only products sourced from the
same manufacturer. If a shop wished to use various hoses and ends, a
method to vary the crimp diameter had to offer variability in the crimp
OD while still offering accuracy down to the thousandths of an inch.
Illustration shows how the collet of a hose crimper acts as a seat, and when Rather than limit the technician to fixed diameter dies, instead
it pushes against the cone shape of the dies, the dies are forced inward. offering dies capable of a range of internal diameters brought in that
variability to allow multiple types and sizes of assemblies. Instead of
HAND-SWAGERS CAME FIRST an exact diameter of, say, 0.733 in., the dies now offer a range from
0.700-0.788 in. for example. What could previously only crimp a ½
So long as you could push either the dies or collets to achieve the in. hose end may now crimp 1- and 2-wire hose from 3/8 to ½ in.
desired inward force vector, the conical shape offers a mechanical
advantage to aid in the compression of the hose end ferrule. The Dies designed for variable diameter applications present the
first hose crimping technology used good old-fashioned human challenge of accuracy, of course. The dies can only bottom out
power to achieve the desired result. Early swaging presses operated on their smallest setting, which may not always be helpful for any
by turning a large T-handle, rotating a machine screw through a fixed Sponsored by:
head, forcing the end against the two-piece die set.
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HYDRAULIC HOSE ASSEMBLY DESIGN GUIDE
(continued)
THE EVOLUTION OF HYDRAULIC HOSE CRIMPING
hose or fitting the shop offers. Crimp machine designers had to ELECTRONIC CONTROL
engineer a method to stop the crimping procedure at the desired
size accurately. No technician is skilled enough to stop the hydraulic Just as the rest of the industry moved towards electronic control,
pump by feel with 0.002 in. accuracy or better. so too did the hose crimping machine. Some technicians found
the traditional dial-micrometer hard to read and adjust, and often
ACCURATE AND REPEATABLE found itself out of calibration. Linear position sensors replaced the
limit switches, and then the adjustment option went digital. A small
Installing an adjustable limit switch offered the most accurate and LCD screen shows the crimp setting, which increased accuracy and
repeatable solution to the variable die set. An adjustable micrometer reduced the chance for error. The precision of the linear transducer
attached to the limit switch allows the technician to set the depth of all but guarantees perfect, repeatable crimps.
the limit switch to within a thousandth of an inch or less. When the
crimp actuator contacts the limit switch, the pump stops automatically. Some hydraulic hose assembly equipment manufacturers have
So long as the micrometer has been calibrated, the crimp diameter is produced semi-automated hose assembly stations. One such
both accurate and precise for every single operation. machine requires only that the operator load the parts into the
machine. The operator loads the stems and ferrules separately, two
at a time, and then inserts the hose ends into the machine. The
operator starts the sequence that inserts the stems into the pre-cut
hose ends along with the ferrules.
Portable hand crimpers, such as this design from Finn-Power, use manual
hand power to turn a T-handle, rotating a machine screw through a fixed
head, forcing the end against the two-piece die set.
Industry 4.0 is making its way into hydraulic crimping technology. Here,
Gates’ GC20 with Gates Cortex Intelligence features intuitive touch-
Hydraulic crimpers using the micrometer were the standard for screen controls, on-board training, integrated eCrimp settings and remote
decades, offering precise control to make hose assembly quick support. These technological advances safeguard crimper operations, and
and straightforward. Much of the advancement, until recently, has take the guesswork out of crimping operations.
been improvements to the practicality of the machine. Dual-stage
hydraulic pumps provided the technician with rapid die travel until
the clamping pressure was met, where the stages switched to the The operator unclamps the hose assembly, and if it’s long enough,
smaller, high-pressure pump for maximum force. simultaneously inserts each end into the automatic crimper. A moment
later, the technician pulls out a complete hose assembly. If the hose
Convenient die storage systems to offer rapid and precise tooling length isn’t long enough to span the gap and into the two openings,
changes also sped up the pace for busy hose shops changing the ends are done individually but in parallel. The insertion and crimping
between sizes. A die-set loader offered the technician ease of functions are completed while the technician works on the opposing
pulling dies from their holder where they’re inserted into the operation. Capable of two hundred complete hose assemblies per hour,
crimper before being clamped in place. The tidy die storage and this machine quickly offers a return on its investment.
replacement systems so widespread today beat the old habit of
sifting through drawers or bins where every die of every size mingled
with no organization.
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HYDRAULIC HOSE ASSEMBLY DESIGN GUIDE
(continued)
THE EVOLUTION OF HYDRAULIC HOSE CRIMPING
This system might not be impressive for the technician who has
memorized the crimp specs for their standard 100R1 or 100R2
assemblies. But when they’re asked to crimp various assemblies
of stainless wrapped thermoplastic hose, they’ll be elated to know
the required die information pulls up on the touchscreen. A quick
selection of hose, dash size and stem results in readily available
crimp specs populated right into the crimper settings.
Just like the fluid power industry at large, crimping technology will
continue to advance. Expect to see augmented reality identify the
hose and fittings visually, such as with QR codes, then automatically
populate crimp specifications. Expect hydraulic hose crimping
technology to become more versatile, more productive and more
easily maintained.
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WHAT IS SKIVING,
and when should you use it on
your hose assemblies?
S
kiving is removing the outer cover at the end of a hydraulic
hose in the location of the crimp fitting. For some high-pressure
applications, the hose’s inner tube ID may be skived to allow
the hosetail to better fit. Using a specialized machine with externally
rotating mandrels, the tooling cuts and then peels the outer carcass.
Depending on the machine, the skiving process may take thirty to forty-
five seconds.
Once the skiving process removes the inner or outer rubber layer(s), the
remaining hose end is left with its steel braids or windings nearly exposed.
A single skive leaves only the outer layer exposed, while its combination
with a tube skive is often referred to as a double skive. Where single- or
double-skived are chosen depends on the rated pressure, with double
skiving more often used in very high-pressure applications.
Once skived, the hose end may be fitted and crimped to the hose. Skived
hose assemblies require crimp ends specific to the application and are
not compatible with non-skive fittings. A skived hose assembly bites into
the reinforcement wires, and as such, is dimensioned differently to avoid
breaking through the cover.
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WHY SHOULD
YOU CLEAN YOUR
HOSE ASSEMBLY?
H
ydraulic hoses may appear clean upon arrival in your introduce contamination into the hose assembly. Many lubricants
facility, but every step of the hose fabrication process are contaminated out of a brand-new container because they
creates internal contamination that needs to be removed. are not prefiltered. Another problem with lubricants is you never
know whether they’re going to be compatible with the tube
For instance, they may have contamination from the stock in the hose. If incompatible lubricant is used, it could
manufacturer — residual mandrel lubrication may still be inside soften the tube and shorten the life of the hose assembly.
the hose. Additionally, unless they are sealed from manufacture
to your shelves, hoses may have picked up dirt and debris Finally, if contamination is left at both ends and hose stems
during transport. are inserted, some of the contaminants will be pushed deeper
into the hose, and other particles will get trapped between
But once at your facility, three main reasons exist as to why you the O.D. of the stem and the I.D. the rubber tube. After the
should clean your hydraulic hose assembly. This step is crucial crimping process, the trapped contaminants — depending on
more so today because hydraulic systems are more sophisticated the amount and the size of the particles — can create a leak path
than what they were in the past, featuring tighter clearances and for the hydraulic fluid when the system is under pressure. That
running at higher pressures. can basically be avoided by having a clean tube and doing the
proper hose stem insertion.
Although it is not recommended, many users will use an
abrasive wheel or a metal scallop blade which will create
internal contamination. It is better to use a production saw or
one specifically designed to cut hose, because there will be less
contamination and heat generated.
Secondly, cleaning makes hose stem insertion easier. Cleaning hydraulic hose makes stem insertion easier, as it helps to
Contamination can create friction when pushing the hose stems smoothen and lubricate the inside and reduces the chance fittings will push
contaminants further inside.
in. Cleaning the hose tube can create a somewhat lubricated
or polished tube, making hose stem insertion easier. This also
reduces the need for lubricating the hose stem, which can also Sponsored by:
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HOW DO YOU CLEAN
HYDRAULIC HOSE
ASSEMBLIES?
Even hose that looks clean can have plenty of dirt and contaminants
A
inside. Image courtesy of Ultra Clean Technologies Corp.
nyone who works in the hydraulic industry knows the
importance of reducing contamination. Particles, dirt, debris
and even water that enter a system can quickly wreak havoc, These projectiles should never be inserted directly into the I.D. of
causing system failure and even possibly destroying a component or the hose by hand. This ill-advised insertion method will not allow the
machine. This is why it is essential to keep these contaminants out. projectile to enter the hose tube cleanly and may transfer additional
contaminants into the hose I.D. The projectile may get caught on
To ensure hydraulic fluid remains contaminant free, it is imperative the wire reinforcement, and you also run the risk of cutting your
to clean all new hoses before installation. If contaminants are left fingers. Instead, insert the nozzle into the hose tube, which will make
in a hose after it has been shipped to a user or has been cut and an airtight seal. Depress the trigger and the projectile will enter and
crimped, those rubber and dirt particles will easily end up in the exit the hose cleanly. Remove the nozzle from the hose I.D. and
reservoir and flow throughout the entire system. wipe any loose contaminants from the nozzles O.D. Turn the hose
180 degrees and repeat the cleaning process. The hose tube is now
Three common methods are used to remove contaminants from the clean and free of unwanted contamination.
inner tube of a hydraulic hose: high-pressure air, fluid flushing and
projectiles. KEEPING FITTINGS CLEAN
Air — High-pressure air can be blown through a hydraulic hose or It is also necessary to clean hose stems before insertion. Keeping
assembly, as long as it is clean and dry. This works best with shorter, hose stems clean prior to insertion is vitally important. If they’re
smaller hoses, as the longer the hose, the more likely particles may delivered in a sealed bag or in a box, it is recommended that you
get caught within the assembly. This method is not always effective, leave them in the bag until they’re ready for use or in the box with
however, as air can often be hot and dirty. the lid on the box. Oftentimes, users will open the bag and dump
the fittings into a plastic acro bin or a cardboard bin. This simply
Fluid flushing — As long as the fluid is clean and compatible allows for easy airborne contamination to get into and onto the
with the hose assembly’s inner tube, you can flush an assembly fittings. Once the fittings are cleanly inserted into the assembly, the
with high-pressure fluids to create turbulent flow. This will remove ends should be capped to ensure they remain contaminant free.
contaminants from the inner tube wall. However, to ensure the
fluid is clean, you must use filtration to ensure that the fluid is
contaminant free. Before you can install the hose, you must ensure
that the inside of the hose is then dry.
As the foam projectile travels quickly through the assembly, it picks Shooting foam projectiles through hydraulic hose assemblies
up any dust, debris and particles and gives the user a visual look at ensures dirt and debris is effectively removed. Image courtesy
how much contaminants it has removed. It is recommended to use of Ultra Clean Technologies Corp.
these foam projectiles from both ends of the hose assembly, and to Sponsored by:
do two or three pass-throughs until the projectile comes out clean.
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WHY SHOULD YOU
CAP YOUR HOSE ASSEMBLY
O
nce a hydraulic hose assembly has been properly Because they are heat-sealed, encapsulated designs do not
cleaned and crimped, there is still one more important generate contamination. Injection molded caps and plugs, if
step to ensuring they remain clean and contamination- specified correctly, prevent contamination as well. However,
free before use. Plumbing systems are often the largest locations if the wrong size or design is chosen, and depending on how
for built-in contamination versus the rest of the hydraulic system. tightly they fit over a male thread or into a female thread, they
So, immediately capping the hose ends with either protective can create contamination.
injection molded plastic caps and plugs, or heat-shrinkable
capsules is vital. Built-in tear strips on the encapsulated designs ensure fast and
clean removal and reduce the risk of contamination by keeping
Plastic caps and plugs can be manufactured in a variety of the hose covered until the exact moment of installation. On
materials to protect most styles of hydraulic hose fittings, caps and plugs, however, the sharp threads can shear bits of
flanges, and couplings, and can be made with several attributes the plastic off, which would end up inside of the cleaned hose
to ensure a good fit and match. Caps come with a female- assembly. Or, if they are not tight enough, contaminants can slip
threaded end that screws into the male-threaded hose end through the gaps. Therefore, it is imperative to select the correct
and cover the openings. The male plugs have a male thread material, style and thread type for plastic caps and plugs.
and various head shapes. Because they come in many shapes,
sizes, and styles, it is imperative to ensure that the caps and Another advantage of the heat-shrinkable capsule is that it will
plugs are compatible to the specific type of fitting to keep hose not fall off during transportation or storage of the assembly.
contaminant free. Once it shrinks on, it conforms to the shape of the fitting. The
heat-shrinkable capsules are pre-stacked in stick form so when
Heat-shrinkable capsules simply encapsulate either hose end you pull that top capsule off, it’s always clean on the inside. They
— the crimped fitting or tube end — of an assembly through a are available in a number of sizes from the smallest hose fitting
quick heat-shrinkable process and installation. For example, Ultra on a dash four hose all the way up through a dash 32.
Clean’s Clean Seal Capsules shrink approximately 45% during
the process which takes about one second. Finally, both designs can be customized. Injection-molded caps
and plugs can be manufactured in a variety of colors to suit
customer preference, while the heat-shrink capsules can be
private-labeled with customer name and logo.
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Knocking Out
Contamination
WITH INNOVATIVE CLEANING
AND SEALING SYSTEMS
HOSE, TUBE AND PIPE CLEANING | SEALING SOLUTIONS
ULTRACLEANTECH.COM
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