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12/17/2023

Hydraulic system
Tran Hai Nam
namth@hcmut.edu.vn

2023

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In The Beginning…

In the 17th century Pascal developed the law of confined fluids.

Pascal’s Law, simply stated, says:

“Pressure applied on a confined fluid


is transmitted undiminished in all directions,
and acts with equal force on equal areas,
and at right angles to them”.

Pascal’s Law
1. The bottle is filled
with a liquid, which
is not compressible,
for example, 4. If the bottom has an
hydraulic oil. area of 20 square
inches and each
2. A 10 lb. of force square inch is pushed
applied to a stopper on by the 10 lb. of
with a surface area force, the entire
of one square inch. bottom receives a
3. Results in 10 lb. of 200 lb. push.
force on every
square inch
(pressure) of the 10 lbs. x 20 sq. in.= 200 ?
container wall.

“Pressure applied on a confined fluid is transmitted undiminished in all directions,


and acts with equal force on equal areas, and at right angles to them”.

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Introduction to Hydraulics

Pascal’s Law: A Closer Look

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Pascal’s Law Explained Using A Fulcrum

Explaining Piston Displacement

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Force
The relationship of force, pressure, and area is as follows:
F=PxA
where-
• F = force, in pounds
• P = pressure, in psi
• A = area, in square inches

Example: Figure shows

a pressure of 50 psi being applied to


an area of 100 square inches.
The total force on the area is F = P x A

F = 50 (psi) x 100 (sq in) = 5,000 (pounds)

Solving For Pressure F


F = P x A solves for Force.
P= Solves for Pressure
Shifting the same equation will A F = Force
P = Pressure
allow you to solve for Force or
Pressure. A = Area in sq. inches

F = P x A Solves Force
P = F/A Solves Pressure
A= F/P Solves Area

R
o
d

Piston
Cylinder

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How many
cubic inches
of oil is in
one US gallon?

231 cubic inches

Energy transfer into and out


of a hydraulic system

Energy transfer into and out of a


hydraulic system includes energy
loss (in the form of heat) due to
frictional fluid flow through pipes,
valves, and fittings

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Example of hydraulic circuit with symbols

1. Cylinder
2. Pressure Relief Valve
3. 4/3 Directional Valve
4. Pressure Gauge
5. Pressure Relief Valve
6. Hydraulic Pump
7. Hydraulic Fuse
8. Check Valve
9. Tank (Reservoir)
10. Pilot-Operated Check Valve

Pumping action of a simple piston pump

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Rotary pump

Detailed features of an external gear pump. (Courtesy of Webster Electric Company, Inc., subsidiary of STA-RITE Industries, Inc., Racine, Wisconsin.)

Oil has Weight

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Weight of Fluid

Weight of Air

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Using the Weight of Oil to help feed a Pump

Lifting Oil

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Air Intake From Loose Connections

Charged from oil above Vacuum required to feed pump

• The drawing on the left provides some charged pressure, while the drawing
on the right requires vacuum.
• In either case, if there is any leaks on the suction hose leading to the pump,
the leak could draw air into the system.
• Air in the system can cause pump failure due to cavitation (air in system).

When There Is No Movement Of Oil


Then The Pressure Is The Same

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How Pressure Is Lost Through An Orifice

Larger Orifices Steal Less Pressure Or Work

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Flow Blocked, Pressure Equalized!

A Review Of Flow

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Fast Moving Oil May Become Turbulent

Slow Moving Oil

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Basic Symbols of Hydraulics

Basic Symbols: Lines

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Circle, Semi-Circle

Square, Rectangle, Diamond

Square, Rectangle

squares - control components

Diamond

diamond – Condition apparatus (filter,


separator, lubricator, heat exchanger

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Miscellaneous Symbols
Spring

Restriction

Restriction

Pump Symbols

Fixed Displacement Hydraulic


Pump-unidirectional (pumps only when
rotated in one direction. Will not pump if turned backwards)

Variable Displacement
Hydraulic Pump-bidirectional
(pumps when rotated in both forward and reverse rotation)

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Motors-Fixed Displacement

Unidirectional
(rotates only one direction)

Bidirectional (rotates in both directions)

Reading Lines

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Reading Symbols For Pumps And Motors

Reading Symbols For Cylinders

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Symbols For Pilot Operated Relief Valves

Understanding Valves

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Understanding Valves

Understanding Reservoir Lines And Symbols

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Spool Valve Positions- Finite & Transition

in/out Stop Reverse Directions

Hand Operated
(could be electric
solenoid or even air
operated)

Example of hydraulic circuit with symbols


Continuous lines ?
Dash lines?
Circle ?

1. Cylinder 6. Hydraulic Pump


2. Pressure Relief Valve 7. Hydraulic Fuse
3. 4/3 Directional Valve 8. Check Valve
4. Pressure Gauge 9. Tank (Reservoir)
5. Pressure Relief Valve 10. Pilot-Operated Check Valve

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Hydraulic Pumps / Motors

Hydraulic Power Units

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Learning Objectives
1. Distinguish between positive displacement and dynamic (nonpositive displacement) pumps.
2. Describe the pumping action of pumps.
3. Explain the operation of gear, vane, and piston pumps.
4. Determine the flow rate delivered by positive displacement pumps.
5. Differentiate between axial and radial piston pumps.
6. Understand the difference between fixed displacement and variable displacement pumps.
7. Explain the operation of pressure-compensated pumps.
8. Distinguish between bent-axis-type piston pumps and the swash plate design.
9. Differentiate between internal and external gear pumps.
10. Evaluate the performance of pumps by determining the volumetric, mechanical, and overall efficiencies.
11. Explain the phenomenon of pump cavitation and identify ways to eliminate its occurrence.
12. Compare the various performance factors of gear, vane, and piston pumps.
13. Understand the significance of sound intensity levels in decibels.
14. Explain the causes of pump noise and identify ways to reduce noise levels.
15. Describe the sequence of operations used to select a pump for a given application.

Introduction
There are two broad classifications of pumps
1. Dynamic (nonpositive displacement) pumps (Bơm
động lực)
• This type is generally used for low-pressure, high-
volume flow applications.
• Normally their maximum pressure capacity is limited
to 250–300 psi.

2. Positive displacement pumps (Bơm thể tích)


• This type is universally used for fluid power systems.
• A positive displacement pump ejects a fixed amount
of fluid into the hydraulic system per revolution of
pump shaft rotation.
• High-pressure capability (up to 12,000 psi)
• A pump is capable of overcoming the pressure
resulting from
 the mechanical loads on the system
 as well as the resistance to flow due to friction.

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Introduction
1. Dynamic (nonpositive displacement) pumps.
• Low-pressure, high-volume flow
applications.
• Maximum pressure capacity is
normally limited to 250–300 psi.
• Primarily used for transporting
fluids from one location to another.
• Smooth continuous flow.
• There is no need for a pressure relief valve
to prevent pump damage

The output flow rate is reduced


as resistance to flow is increased.

Introduction
1. Dynamic (nonpositive displacement) pumps.
• The tips of the impeller blades merely
• Low-pressure, high-volume flow slosh through the fluid, and the rotational
applications (because of clearance between speed maintains a fluid pressure
the rotating and stationary elements).
corresponding to the centrifugal force
• The large clearance space does not permit established.
a suction pressure to occur at the inlet • There is no positive internal seal against
port when the pump is first turned on. leakage (this is the reason that the
• Priming is required (priming is the prefilling centrifugal pump is not forced to produce
of the pump housing and inlet pipe with fluid so
that the pump can initially draw in the fluid and
flow against demand).
pump it efficiently). • There is no need for a pressure relief
valve to prevent pump damage

• The rotating impeller picks up the fluid at • The maximum pressure is called the
the center of the impeller through inlet. shutoff head (because an external circuit valve
• The fluid is moved radially outward is closed, which shuts off the flow).
through the outlet discharge port of the • As the external resistance decreases due to
housing by the centrifugal force (as the the valve being opened, the flow increases
fluid rotates with the impeller). at the expense of reduced pressure.

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Introduction
1. Dynamic (nonpositive displacement) pumps.
• The two most common types of dynamic pumps:
 the centrifugal (impeller) pumps
 the axial (propeller) pumps

Introduction
2. Positive displacement pumps
• Universally used for fluid power systems.
• Ejects a fixed amount of fluid into the hydraulic
system per revolution of pump shaft rotation.
• Overcoming the pressure resulting from
 the mechanical loads on the system
 the resistance to flow due to friction.
These pumps have the following advantages
over nonpositive displacement pumps:
a. High-pressure capability (up to 12,000 psi)
b. Small, compact size
c. High volumetric efficiency
d. Small changes in efficiency throughout the
design pressure range
e. Great flexibility of performance (can operate
over a wide range of pressure requirements
and speed ranges)

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Introduction
2. Positive displacement pumps
• Although these pumps come in a wide variety of different designs, there are essentially
three basic types:
1. Gear pumps (fixed displacement only by geometrical necessity)
a. External gear pumps
b. Internal gear pumps
c. Lobe pumps
d. Screw pumps

2. Vane pumps
a. Unbalanced vane pumps (fixed or variable displacement)
b. Balanced vane pumps (fixed displacement only)

3. Piston pumps (fixed or variable displacement)


a. Axial design
b. Radial design

GEAR PUMPS - External Gear Pump


Volumetric Displacement and Theoretical Flow Rate
The volumetric displacement
can be represented by Eq.
Do outside diameter of gear teeth (in, m)
Di inside diameter of gear teeth (in, m)
L width of gear teeth (in, m)

The theoretical flow rate (in English units)


is determined next:

Since 1 gal 231 in3, we have

Using Metric Units, we have

Volumetric Efficiency

Internal leakage, called pump slippage, is identified VD displacement volume of pump (in3/rev, m3/rev)
N rpm of pump
by the term volumetric efficiency, ηυ QT theoretical pump flow rate QA actual pump flow rate

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GEAR PUMPS - External Gear Pump


Volumetric Displacement and Theoretical Flow Rate Ex.1.
The volumetric displacement A gear pump has
can be represented by Eq. a 3-in outside diameter,
a 2-in inside diameter, and
Do outside diameter of gear teeth (in, m)
Di inside diameter of gear teeth (in, m) a 1-in width.
L width of gear teeth (in, m) If the actual pump flow at 1800 rpm
The theoretical flow rate (in English units) and rated pressure is 28 gpm,
is determined next: what is the volumetric efficiency?

Solution Find the displacement volume

Since 1 gal 231 in3, we have


Find the theoretical flow rate

Using Metric Units, we have


The volumetric efficiency is then found

Volumetric Efficiency

Internal leakage, called pump slippage, is identified VD displacement volume of pump (in3/rev, m3/rev)
N rpm of pump
by the term volumetric efficiency, ηυ QT theoretical pump flow rate QA actual pump flow rate

GEAR PUMPS - External Gear Pump


Volumetric Displacement and Theoretical Flow Rate Ex.2.
The volumetric displacement A gear pump has
can be represented by Eq. a 75-mm outside diameter,
a 50-mm inside diameter, and
Do outside diameter of gear teeth (in, m)
Di inside diameter of gear teeth (in, m) a 25-mm width.
L width of gear teeth (in, m) If the volumetric efficiency is 90% at
The theoretical flow rate (in English units) rated pressure and the pump speed is
is determined next: 1000 rpm, what is the corresponding
actual flow rate?

Solution The volume displacement is


Since 1 gal 231 in3, we have

Since 1 L = 0.001 m3, VD 0.0614 L


Find the actual flow rate
Using Metric Units, we have

Since 1 L = 0.001 m3, we have


Volumetric Efficiency

Internal leakage, called pump slippage, is identified VD displacement volume of pump (in3/rev, m3/rev)
N rpm of pump
by the term volumetric efficiency, ηυ QT theoretical pump flow rate QA actual pump flow rate

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GEAR PUMPS - Internal Gear Pump

GEAR PUMPS - Lobe Pump


• This pump operates in similar to the external gear
pump.

• Both lobes are driven externally so that they do not


actually contact each other (unlike the external gear
pump) that are quieter than other types of gear
pumps.

• Due to the smaller number of mating elements, the


lobe pump output will have a somewhat greater
amount of pulsation, although its volumetric
displacement is generally greater than that for other
types of gear pumps.

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GEAR PUMPS - Gerotor Pump


• Operates very much like the internal gear
pump.
• The inner gear rotor (Gerotor element) is
power-driven and draws the outer gear
rotor around as they mesh together.
• This forms inlet and discharge pumping
• chambers between the rotor lobes.
• The tips of the inner and outer rotors
make contact to seal the pumping
chambers from each other.
• The inner gear has one tooth less than
the outer gear, and the volumetric
displacement is determined by the space
formed by the extra tooth in the outer
rotor.

GEAR PUMPS - Screw Pump


• Screw Pump is an axial flow positive displacement unit.
• Three precision ground screws, meshing within a closefitting
housing, deliver non-pulsating flow quietly and efficiently.
• The two symmetrically opposed idler rotors act as rotating
seals, confining the fluid in a succession of closures or stages.
The idler rotors are in rolling contact with the central power
rotor and are free to float in their respective housing bores
on a hydrodynamic oil film.

There are no radial


bending loads.
Axial hydraulic forces on
the rotor set are balanced,
eliminating any need for
thrust bearings.
High-pressure designs are
available for 3500-psi
operation with output
flow rates up to 88 gpm.
a cutaway view of an actual screw pump.
It is rated at 500 psi and can deliver up to 123 gpm.

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VANE PUMPS
• There is an eccentricity between
o the centerline of the rotor and
o the centerline of the cam ring.
• If the eccentricity is zero, there will be no flow.

The maximum possible eccentricity:

This maximum value of eccentricity produces


a maximum volumetric displacement:

We have the difference between two squared


terms yields DC diameter of cam ring (in, m)
DR diameter of rotor (in, m)
L width of rotor (in, m)
VD pump volumetric displacement (in3, m3)
Substituting the expression for emax yields e eccentricity (in, m)
emax maximum possible eccentricity (in, m)
VDmax maximum possible volumetric
The actual volumetric displacement occurs when emax = e: displacement (in3, m3)

a cutaway view of an actual screw pump.


It is rated at 500 psi and can deliver up to 123 gpm.

VANE PUMPS
with Variable displacement, pressure-compensated vane pump
• Some vane pumps have provisions for mechanically varying the eccentricity.
• Such a design is called a variable displacement pump.
• A handwheel or a pressure compensator can be used to move the cam ring to change the
eccentricity.
• The direction of flow through the pump can be reversed by movement of the cam ring on
either side of center.

a cutaway view of an actual screw pump.


It is rated at 500 psi and can deliver up to 123 gpm.

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VANE PUMPS
with Variable displacement, pressure-compensated vane pump
• System pressure acts directly on the cam ring via a hydraulic piston on the right side (not shown). It forces the
cam ring against the compensator spring-loaded piston on the left side of the cam ring.
• If the discharge pressure is large enough, it overcomes the compensator spring force and shifts the cam ring to
the left. This reduces the eccentricity (which is maximum when discharge pressure is zero).
• As the discharge pressure continues to increase, zero eccentricity is finally achieved, and the pump flow
becomes zero.
• Such a pump basically has its own protection against excessive pressure buildup.
• When the pressure reaches a value called pcutoff, the compensator spring force equals the hydraulic piston force.
• As the pressure continues to increase, the compensator spring is compressed until zero eccentricity is achieved.
• The maximum pressure achieved is called pdeadhead, at which point the pump is protected because it produces no
more flow. As a result, there is no power wasted and fluid heating is reduced.

Cutaway view of

Balanced Vane Pump


balanced vane pump

• A balanced vane pump is one that has two intake and


two outlet ports diametrically opposite each other.
• Thus, pressure ports are opposite each other, and a
complete hydraulic balance is achieved.
• One disadvantage of a balanced vane pump is that it
cannot be designed as a variable displacement unit.
• Instead of having a circular cam ring, a balanced design vane pump
has an elliptical housing, which forms two separate pumping
chambers on opposite sides of the rotor.
• This eliminates the bearing side loads
and thus permits higher operating
pressures.

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Vane Pump EXAMPLE


EXAMPLE Solution
• A vane pump is to have a volumetric displacement of 5 in3.
• It has a rotor diameter of 2 in, a cam ring diameter of 3 in,
and a vane width of 2 in. Solution
• What must be the eccentricity?
EXAMPLE
• A vane pump has a rotor diameter of 50 mm, a cam
ring diameter of 75 mm, and a vane width of 50 mm.
• If the eccentricity is 8 mm, determine the volumetric
displacement. Solution
The fixed displacement pump produces 20 gpm at 1200 psi
EXAMPLE when the cylinder is fully extended (0.7 gpm leakage flow
• A fixed displacement vane pump delivers (1000 psi oil through the cylinder and 19.3 gpm through the relief valve)
to an extending hydraulic cylinder) at 20 gpm.
• When the cylinder is fully extended, oil leaks past its
piston at a rate of 0.7 gpm. The pressure relief valve
setting is 1200 psi. A pressure-compensated pump would produce only 0.7 gpm
at 1200 psi when the cylinder is fully extended. For this case
• If a pressure compensated vane pump were used it
would reduce pump flow from 20 gpm to 0.7 gpm
when the cylinder is fully extended to provide the
leakage flow at the pressure relief valve setting of
Hence, the hydraulic horsepower saved 14.0 0.49 13.51 hp.
1200 psi.
This horsepower savings occurs only while the cylinder is fully
• How much hydraulic horsepower would be saved by extended because either pump would deliver 1000 psi oil at
using the pressure-compensated pump? 20 gpm while the cylinder is extending

How a Piston
Pump Works

https://theconstructor.org/practical-guide/reciprocating-pump-components-working-uses/2914/

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How a Piston
Pump Works

How A Piston
Motor Works

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Hydraulic Circuit
Design and Analysis

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Definition of Hydraulic Circuits


• A hydraulic circuit
• is a group of components such as
• pumps,
• actuators,
• control valves, and
• conductors
• will perform a useful task.
• are developed using graphic symbols for all components

• Three important considerations when analyzing or designing


hydraulic circuits:

1. Safety of operation
2. Performance of desired function
3. Efficiency of operation

Appendix G gives a table of symbols that conforms to the American National Standards
Institute (ANSI) specifications

Energy and Power in Hydraulic Systems

Figure 3-1. Block diagram of hydraulic


system showing major components along
with energy input and output terms.

where
ME mechanical energy,
HE heat energy.

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Energy and Power in Hydraulic Systems


REVIEW OF MECHANICS
When an object travels a known
Velocity and Acceleration distance and the time taken to do
this is also known, then the velocity
• Velocity is often used in place of speed. can be calculated as follows:
• They are different.
 Speed is
o the rate at which some object is travelling
o measured in metres/second (m/s)
o no indication of the direction of travel.
 Velocity
o is speed plus direction.
o defines movement in a particular direction
o is also measured in metres/second (m/s).
• In hydraulics, term velocity is used instead of speed
to know which direction oil is moving.

Energy and Power in Hydraulic Systems


REVIEW OF MECHANICS

Velocity and Acceleration

• Acceleration describes change in velocity.


• When an object's velocity is increasing then it is accelerating; when it is slowing down it
is decelerating.
• Acceleration ‘a’ is measured in metres/second/ second (m/s2).

If the initial and final velocities are known as well as the time taken for the velocity
to change then the acceleration can be calculated as follows:

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Energy and Power in Hydraulic Systems


REVIEW OF MECHANICS

EXAMPLE: CALCULATING VELOCITY AND ACCELERATION

Energy and Power in Hydraulic Systems


REVIEW OF MECHANICS

Forces
• Forces are essential to the production of work.
• No motion can be generated and hence no power can be transmitted without the
application of some force.
• It was in the late seventeenth century when Sir Isaac Newton formulated the three laws
of motion dealing with the effect a force has on a body.
• One way of describing force is to say that a force causes movement

Sir Isaac Newton (1642–1728)

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Energy and Power in Hydraulic Systems


REVIEW OF MECHANICS

Law 1: forces cause movement


Law 2: forces cause objects to accelerate
Law 3: for every force there is always an equal and opposite force

Law 1. A force is required to change the


motion of a body.

Law 2. If a body is acted on by a force, the


body will have an acceleration proportional
to the magnitude of the force and inverse to
the mass of the body.

force (N) = mass (kg) x acceleration (m/s2)

Law 3. If one body exerts a force on a


second body, the second body must exert an
equal but opposite force on the first body.

Energy and Power in Hydraulic Systems


REVIEW OF MECHANICS Linear Motion
EXAMPLE: CALCULATING FORCE USING NEWTON'S SECOND LAW

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Energy and Power in Hydraulic Systems


REVIEW OF MECHANICS Linear Motion
Work, energy and power

Let’s assume that a force acts on a body and moves the body through a specified distance
in the direction of the applied force.

Work is done when a force produces movement.

Then, by definition, work has been done on the body.

The amount of this work equals the product of the force and distance where both the
force and distance are measured in the same direction:

Energy and Power in Hydraulic Systems


REVIEW OF MECHANICS Linear Motion
Work, energy and power

The amount of energy needed to do a job is determined by the amount of work to be done.
Energy enables useful work to be done.
Energy, like work, is measured in Newton-metres (Nm) but the more conventional
measurement of energy is watt-seconds (Ws). Some scientists measure energy in joules (J).

Joule is the English physicist, James Joule (1818–1889)

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Energy and Power in Hydraulic Systems


REVIEW OF MECHANICS Linear Motion
Power is often confused with the term energy.
They are related but they have different meanings.
Energy is the capacity to do useful work
power is the rate at which the energy is used

Energy and Power in Hydraulic Systems


REVIEW OF MECHANICS Linear Motion
This leads us to a discussion of power, which
is defined as the rate of doing work
or expending energy.
Thus, power equals work divided by time:

Power is a measure of how fast work is done and (in the English system of units) is usually
measured in units of horsepower (hp). By definition, 1 hp equals 550 ft . lb/s or 33,000 ft .
lb/min. Thus, we have

The unit of horsepower was created by James Watt at the end of the nineteenth century,
when he attempted to compare the rate of doing work by a horse in comparison with a steam engine.
During a test he showed that a horse could raise a 150-lb weight (using a block-and-tackle) at an average velocity of
3.67 ft/s.
This rate of doing work equals 150 lb x 3.67 ft/s or 550 ft lb/s, which he defined as 1 horsepower.

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Energy and Power in Hydraulic Systems


REVIEW OF MECHANICS Linear Motion
Momentum
Applying a force to a mass causes it to accelerate (Newton's second law) and the effect of
this is to cause a change in velocity.
This means there is a link between mass and velocity and this is called momentum.

Energy and Power in Hydraulic Systems


REVIEW OF MECHANICS Linear Motion
Momentum
Momentum change produces the forces.

It is called the impulse

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Energy and Power in Hydraulic Systems


REVIEW OF MECHANICS Linear Motion
Momentum
Momentum change produces the forces.

Energy and Power in Hydraulic Systems


REVIEW OF MECHANICS • There are two ways of expressing density:
 Mass density
Density
 Weight density.

• Mass density is determined by dividing For example, the mass density of


the mass of some object by its volume.  air is 1.29 kg/m3,
• Mass density is usually denoted by the  steel is 7800 kg/m3
Greek letter ρ (rho)  gold is 19 300 kg/m3
 water is 1000 kg/m3

For water:
• Density can also be written in terms Weight density = 1000 kg/m3 x 9.8 m/s2
of weight as well as mass = 9810 N/m3 (or 9.81 kN/m3)
= 10 kN/m3 (approximately)

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Energy and Power in Hydraulic Systems


REVIEW OF MECHANICS • SG is the ratio of the density of a material or fluid to
that of some standard density – usually water.
Relative density or specific gravity
• SG can be written both in terms of the mass density
and the weight density
The mass density of
 air is 1.29 kg/m3,
 steel is 7800 kg/m3
 gold is 19 300 kg/m3
 water is 1000 kg/m3

The mass density of mercury is 13.6 times greater than that of water

Energy and Power in Hydraulic Systems


REVIEW OF MECHANICS • SG is the ratio of the density of a material or fluid to
that of some standard density – usually water.
Relative density or specific gravity
• SG can be written both in terms of the mass density
and the weight density
The mass density of
 air is 1.29 kg/m3,
 steel is 7800 kg/m3
 gold is 19 300 kg/m3
 water is 1000 kg/m3

The mass density of mercury is 13.6 times


greater than that of water

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Energy and Power in Hydraulic Systems


REVIEW OF MECHANICS • This is the friction force which exists inside a fluid as
it flows.
Viscosity (dynamic viscosity) • This internal friction between the layers of fluid is
known as the viscosity.
• Some fluids, such as water, have a low viscosity and
this means the friction between the layers of fluid is
low and its influence is not so evident when water is
flowing.
• In contrast engine oils have a much higher viscosity
and they seem to flow more slowly.
• This is because the internal friction is much greater.
• The forces of viscosity are usually very small relative
to other forces involved.
• When forces of viscosity are ignored the fluid is
described as an ideal fluid.
• Most common fluids conform to this relationship
and are still known today as Newtonian fluids.
• Viscosity is usually denoted by the Greek letter (mu)
• Viscosity decreases with increasing temperature.

Energy and Power in Hydraulic Systems


REVIEW OF MECHANICS • In many hydraulic calculations viscosity and mass
density go together and so they are often combined
Kinematic viscosity into a term known as the kinematic viscosity.
• It is denoted by the Greek letter (nu)

• Sometimes kinematic viscosity is measured in


Stokes
• George Stokes who helped to develop a fuller
understanding of the role of viscosity in fluids.

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Energy and Power in Hydraulic Systems


REVIEW OF MECHANICS
Surface tension
• An ordinary steel sewing needle can be made to float on water if it is placed there very
carefully.
• A close examination of the water surface around the needle shows that it appears to be
sitting in a slight depression and the water behaves as if it is covered with an elastic skin.
• This property is known as surface tension.
• The force of surface tension is very small and is normally expressed in terms of force per
unit length.

• This force is ignored in most hydraulic calculations but in hydraulic modelling, where
small-scale models are constructed in a laboratory to try and work out forces and flows in
large, complex problems, surface tension may influence the outcome because of the
small water depths and flows involved.

Energy and Power in Hydraulic Systems


REVIEW OF MECHANICS - EXAMPLE 3-1 Linear Motion
A person exerts a 30-lb force to move a hand truck 100ft in 60s.
a. How much work is done?
b. What is the power delivered by the person?

a. How much work is done?

b. What is the power delivered by the person?

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Energy and Power in Hydraulic Systems


REVIEW OF MECHANICS Angular Motion

Just as in the case of linear motion, angular motion is caused by the application of a force.
Consider, for example, a force F applied to a wrench to tighten a bolt as shown in Figure.
The force F has a moment arm R relative to the center of the bolt.
Thus, the force F creates a torque T about the center of the bolt.
It is the torque T that causes the wrench to rotate the bolt through a given angle until it is
tightened. Note that the moment arm is measured from the center of the bolt (center of
rotation) perpendicularly to the line of action of the force.

Energy and Power in Hydraulic Systems


REVIEW OF MECHANICS Angular Motion
A second example of angular motion is
illustrated in Figure. A force F applied to
a flat belt wrapped around the periphery
of a circular disk mounted on a shaft. The shaft is mounted
in bearings so that it
The force F creates a torque T whose
can rotate as it drives
magnitude equals the product of the
the connecting shaft
force F and its moment arm R that
of a pump.
equals the radius of the disk.

The resulting torque causes the disk and


thus the connecting shaft to rotate at some
angular speed measured in units of
revolutions per minute (rpm).
The resulting torque is
clockwise because it rotates
the shaft clockwise as shown.

As the shaft rotates and overcomes the load resistance of the


pump, work is done and power is transmitted to the pump.

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Energy and Power in Hydraulic Systems


REVIEW OF MECHANICS Angular Motion

is used to calculate the horsepower


the value of 63,000 for the
delivered by a prime mover (such as an constant in the denominator
electric motor) to drive a pump or by a is valid only when the torque
hydraulic motor to drive an external load. T has units of in lb and the
rotational speed N has units
of rpm.

This is transmitted by torque in a


rotating shaft, it is called torque
Efficiency horsepower.
It is also commonly called brake
horsepower (BHP) because a brake is
a mechanical device used to measure
the amount of horsepower
Efficiency is defined as output power divided by transmitted by a torque-driven
input power. Mathematically we have rotating shaft.
The power difference (input power – output power)
represents loss power

Energy and Power in Hydraulic Systems


REVIEW OF MECHANICS - EXAMPLE 3-2 Angular Motion

How much torque is delivered by a 2-hp,


1800-rpm hydraulic motor?

the value of 63,000 for the constant in the denominator is valid


only when the torque T (in.lb) and the rotational speed N (rpm).

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Energy and Power in Hydraulic Systems


REVIEW OF MECHANICS - EXAMPLE 3-3 Angular Motion
An elevator raises a 3000-lb load
through a distance of 50 ft in 10 s.
If the efficiency of the entire system is
80% (0.80 in decimal fraction form for
use in equations),
How much input horsepower is required
by the elevator hoist motor?

the value of 63,000 for the constant in the denominator is valid


only when the torque T (in.lb) and the rotational speed N (rpm).

Energy and Power in Hydraulic Systems


MULTIPLICATION OF FORCE (PASCAL’S LAW) Analysis of Simple Hydraulic Jack

Pressure applied to a confined fluid is


transmitted undiminished in all directions
throughout the fluid and acts perpendicular
to the surfaces in contact with the fluid.

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Energy and Power in Hydraulic Systems


MULTIPLICATION OF FORCE (PASCAL’S LAW)
Pressure applied to a confined fluid is the volume of a cylinder
transmitted undiminished in all directions
throughout the fluid and acts perpendicular
to the surfaces in contact with the fluid.
Analysis of Simple Hydraulic Jack

The force multiplication ratio The piston


equals the piston area ratio stroke ratio

Energy and Power in Hydraulic Systems


MULTIPLICATION OF FORCE (PASCAL’S LAW) - EXAMPLE 3-4
the volume of a cylinder
Determine each
of the following.

Analysis of Simple Hydraulic Jack

The force multiplication ratio The piston


equals the piston area ratio stroke ratio

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Energy and Power in Hydraulic Systems


MULTIPLICATION OF FORCE (PASCAL’S LAW) - EXAMPLE 3-5 Hydraulic Jack

Hand-operated hydraulic jack


The force multiplication ratio The piston
equals the piston area ratio stroke ratio

Energy and Power in Hydraulic Systems


• An operator makes one complete
Hydraulic Jack
cycle per second interval using the
hydraulic jack of Figure 3-8.

• Each complete cycle consists of two


pump cylinder strokes (intake and
power).

• The pump cylinder has a 1-in-


diameter piston and the load
cylinder has a 3.25-in-diameter
piston.

• If the average hand force is 25 lbs


during the power stroke,

a. How much load can be lifted?


b. How many cycles are required to lift the load 10 in
assuming no oil leakage? The pump piston has a 2-in stroke.
c. What is the output HP assuming 100% efficiency?
d. What is the output HP assuming 80% efficiency?

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Energy and Power in Hydraulic Systems


Hydraulic Jack

a. How much load can be lifted?

First determine the force acting on


the rod of the pump cylinder due to
the mechanical advantage of the
input handle:

Next, calculate the pump cylinder


discharge pressure p:

Per Pascal’s law this is also the same pressure acting on the load piston.
We can now calculate the load-carrying capacity:

Energy and Power in Hydraulic Systems


Hydraulic Jack
b. How many cycles are required to lift
the load 10 in assuming no oil leakage?
The pump piston has a 2-in stroke.

To find the load displacement,


assume the oil to be in-compressible.
Therefore, the total volume of oil
ejected from the pump cylinder equals
the volume of oil displacing the load cylinder:

Substituting, we have

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Energy and Power in Hydraulic Systems


Hydraulic Jack
c. What is the output HP assuming 100%
efficiency?

d. What is the output HP assuming 80% efficiency?

One HP means that the 550 pounds of force keep the system to move 1 feet in 1 second

Thinking about what is happened with the speed of load when reducing its weight?

Energy and Power in Hydraulic Systems


MULTIPLICATION OF FORCE (PASCAL’S LAW) Air-to-Hydraulic Pressure Booster

Manufacturing application of air-to-hydraulic pressure booster

Air-to-hydraulic pressure boosters are


available in a wide range of pressure ratios
and can provide hydraulic pressures up to
15,000 psi using 100-psi shop air.

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Energy and Power in Hydraulic Systems


MULTIPLICATION OF FORCE (PASCAL’S LAW) - EXAMPLE 3-6
A pressure booster used to drive Air-to-Hydraulic Pressure Booster
a load F via a hydraulic cylinder.
The following data are given

Find the load-carrying capacity F


of the system.

Energy and Power in Hydraulic Systems


MULTIPLICATION OF FORCE (PASCAL’S LAW) - EXAMPLE 3-6
A pressure booster used to drive a load F Air-to-Hydraulic Pressure Booster
via a hydraulic cylinder. The following data
are given

First, find the booster discharge


pressure p2:

To produce this force without the booster


would require a 500-in2-area load piston
Per Pascal’s law, p3 p2 2000 psi: (diameter 25.2 in), assuming 100-psi air
pressure.

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CONSERVATION OF ENERGY
Potential energy due to elevation (EPE)
• A chunk of fluid of weight W(lb) at an elevation Z
with respect to a reference plane.
• The weight has potential energy (EPE) relative to
the reference plane because work would have to
be done on the fluid to lift it through a distance Z
Potential energy due to pressure (PPE)
• If the W(lb) of fluid in Figure possesses a pressure p,
it contains pressure energy as represented by PPE
• Where, γ is the specific weight of the fluid
Kinetic energy (KE)
• If the W(lb) of fluid in Figure is moving with a
velocity υ, it contains kinetic energy, which can be
found by KE
• where g acceleration of gravity
The total energy (ET) possessed by the W-lb chunk of fluid remains constant
(unless energy is added to the fluid via pumps or removed from the fluid via hydraulic
motors or friction) as the W-lb chunk flows through a pipeline of a hydraulic system.

THE CONTINUITY EQUATION Continuity of flow


Use of Weight Flow Rate
The continuity equation states that for
steady flow in a pipeline, the weight flow
rate w (weight of fluid passing a given
station per unit time) is the same for all
locations of the pipe.
The continuity equation states that if no fluid is added or withdrawn from the pipeline
between stations 1 and 2, then the weight flow rate at stations 1 and 2 must be equal.

Use of Volume Flow Rate


If the fluid is a liquid we can cancel out the specific weight
terms from the continuity equation. This is because a liquid
is essentially incompressible, and hence γ1 γ2.
The result is the continuity equation for hydraulic systems:
For hydraulic systems, the volume flow rate is also constant in a pipeline.
The smaller the pipe size, the greater the velocity, and vice versa.

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THE CONTINUITY EQUATION Continuity of flow


EXAMPLE 3-7
the following data are given:

Find:
a. The volume flow rate Q
b. The fluid velocity at station 2

HYDRAULIC POWER
Hydraulic Cylinder Example
Find the power delivered by a hydraulic fluid to
a load-driving device such as a hydraulic cylinder.
This power is called hydraulic power.
Allow us to answer the following three questions:
1. How do we determine how large a piston diameter is required for the cylinder?
2. What is the pump flow rate required to drive the cylinder through its stroke in a specified time?
3. How much hydraulic horsepower does the fluid deliver to the cylinder?

Note that
• The horsepower delivered by the fluid to the cylinder is called hydraulic horsepower (HHP).
• The horsepower delivered by the cylinder to the load is called output horsepower (OHP).

• The output horsepower delivered by the cylinder to the load equals the hydraulic horsepower minus
any horsepower loss due to friction and fluid leakage between the piston and bore of the cylinder.

• Output horsepower is always less than hydraulic horsepower due to friction and leakage losses.
• This is consistent with the fact that the efficiency of any component is always less than 100%.

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HYDRAULIC POWER
Hydraulic Cylinder Example
Find the power delivered by a hydraulic fluid to
a load-driving device such as a hydraulic cylinder.
This power is called hydraulic power.
Allow us to answer the following three questions:
1. How do we determine how large a piston diameter is required for the cylinder?
2. What is the pump flow rate required to drive the cylinder through its stroke in a specified time?
3. How much hydraulic horsepower does the fluid deliver to the cylinder?

Answer to Question 1.

A pump
receives fluid on its inlet side at about atmospheric pressure (0 psig) and
discharges the fluid on the outlet side at some elevated sufficiently high pressure p.
This pressure p acts on the area of the piston A to produce the force required to
overcome the load:
Solving for the piston area A, we obtain

HYDRAULIC POWER
Hydraulic Cylinder Example
Find the power delivered by a hydraulic fluid to
a load-driving device such as a hydraulic cylinder.
This power is called hydraulic power.
Allow us to answer the following three questions:
1. How do we determine how large a piston diameter is required for the cylinder?
2. What is the pump flow rate required to drive the cylinder through its stroke in a specified time?
3. How much hydraulic horsepower does the fluid deliver to the cylinder?

Answer to Question 2.
The volumetric displacement VD of the hydraulic cylinder
equals the fluid volume swept out by the piston traveling
through its stroke S:
If there is negligibly small leakage between the piston and
cylinder bore, the required pump volume flow rate Q equals
the volumetric displacement of the cylinder divided by the
time t required for the piston to travel through its stroke S.

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HYDRAULIC POWER
Hydraulic Cylinder Example
Find the power delivered by a hydraulic fluid to
a load-driving device such as a hydraulic cylinder.
This power is called hydraulic power.
Allow us to answer the following three questions:
1. How do we determine how large a piston diameter is required for the cylinder?
2. What is the pump flow rate required to drive the cylinder through its stroke in a specified time?
3. How much hydraulic horsepower does the fluid deliver to the cylinder?
Answer to Question 3.
It has been established that energy equals force times distance:
Power is the rate of doing work
Since Q = Av, the final result is

HYDRAULIC POWER
Hydraulic Cylinder Example
• Observe the following power analogy among mechanical, electrical, and hydraulic systems.
• Conversion of power from input electrical to mechanical to hydraulic to output mechanical
in a hydraulic system.

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HYDRAULIC POWER
EXAMPLE 3-8

assuming a 100% efficient cylinder


(losses are negligibly small), the
hydraulic horsepower equals the
output horsepower

HYDRAULIC POWER
EXAMPLE 3-9

• Thus, a hydraulic horsepower of 14.8


must be delivered by the fluid to the
cylinder to produce an output
horsepower at 14.5 for driving the load.
• The efficiency of the cylinder is

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BERNOULLI’S EQUATION Z2 - Z1 = 20 ft.


υ1= 0 because the cross section
EXAMPLE 3-10 of an oil tank is large.

HL = 30 ft
p1 = 0 gage pressure

Since there is no hydraulic motor


between stations 1 and 2, Hm =0

265 obtained for p2 is a gage pressure since a gage pressure


value of zero was used in the energy equation for p1

Hydraulic Cylinders

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CYLINDER MOUNTINGS AND


MECHANICAL LINKAGES

CYLINDER MOUNTINGS AND


MECHANICAL LINKAGES

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CYLINDER MOUNTINGS AND


MECHANICAL LINKAGES

CYLINDER MOUNTINGS AND


MECHANICAL LINKAGES

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CYLINDER MOUNTINGS AND


MECHANICAL LINKAGES

CYLINDER MOUNTINGS AND


MECHANICAL LINKAGES

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CYLINDER MOUNTINGS AND


MECHANICAL LINKAGES

CYLINDER MOUNTINGS AND


MECHANICAL LINKAGES

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CYLINDER MOUNTINGS AND


MECHANICAL LINKAGES

the power developed equals the product of pressure and cylinder input volume
flow rate for both the extension and retraction strokes.

CYLINDER MOUNTINGS AND


MECHANICAL LINKAGES

the power developed equals the product of pressure and cylinder input volume
flow rate for both the extension and retraction strokes.

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CYLINDER MOUNTINGS AND


MECHANICAL LINKAGES

the power developed equals the product of pressure and cylinder input volume
flow rate for both the extension and retraction strokes.

CYLINDER MOUNTINGS AND


MECHANICAL LINKAGES
EXAMPLE 6 -1

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CYLINDER MOUNTINGS AND


MECHANICAL LINKAGES
EXAMPLE 6 -3 Find the cylinder force F required to lift the 6000-lb weight W of Example
6-2 along a direction which is 30° from the horizontal, as shown in Figure
6-8(a). The weight is moved at constant velocity.

CYLINDER MOUNTINGS AND


MECHANICAL LINKAGES
EXAMPLE 6 - 4

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CYLINDER MOUNTINGS AND


MECHANICAL LINKAGES
First-Class Lever System
At equilibrium, these two moments are equal in magnitude:

CYLINDER MOUNTINGS AND


MECHANICAL LINKAGES
Second-Class Lever System
At equilibrium, these two moments are equal in magnitude:

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CYLINDER MOUNTINGS AND


MECHANICAL LINKAGES
Third-Class Lever System
At equilibrium, these two moments are equal in magnitude:

CYLINDER MOUNTINGS AND


MECHANICAL LINKAGES
EXAMPLE 6 - 5

Thus, as expected, the second-


class lever requires the smallest
cylinder force, whereas the
third-class lever requires the
largest cylinder force.

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HYDRAULIC CYLINDER CUSHIONS


EXAMPLE 6 - 6

CYLINDER MOUNTINGS AND


MECHANICAL LINKAGES
EXAMPLE 6 - 6

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CYLINDER MOUNTINGS AND


MECHANICAL LINKAGES
EXAMPLE 6 - 6

Thus, the hydraulic cylinder


must be designed to withstand
an operating pressure of 856 psi
rather than the pressure relief
valve setting of 750 psi.

Control of a Single-Acting Hydraulic Cylinder


Directional control valve (DCV)
• In the spring-offset mode, with a two-position, three-way,
• full pump flow goes to the tank manually actuated, spring-offset.
via the pressure relief valve.
• The spring in the rod end of the
cylinder
 retracts the piston as oil from
the blank
 end drains back to the tank.
• When the valve is manually
relief valve
actuated into its left envelope,
pump flow extends the cylinder.

• At full extension, pump flow goes through the relief valve.


• De-activation of the DCV allows the cylinder to
 retract as the DCV
 shifts into its spring-offset mode.

Appendix G gives a table of symbols that conforms to the American National Standards
Institute (ANSI) specifications

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Control of a Double-acting Hydraulic Cylinder


1. When the DCV is in its spring-centered
position (tandem design),
• the cylinder is hydraulically locked.
• the pump is unloaded back to the
Directional control valve (DCV) tank at essentially atmospheric
with a 3-position, 4-way, pressure.
manually actuated, spring-offset.

2. When the DCV is actuated into the flow path configuration of


the left envelope,
• the cylinder is extended against its load force Fload as oil
flows from port P through port A.
• Also, oil in the rod end of the cylinder is free to flow
back to the tank via the DCV from port B through port T.
• Note that the cylinder could not extend if this oil were
not allowed to leave the rod end of the cylinder.

3. When the DCV is de-activated,


• the spring-centered envelope prevails,
• and the cylinder is once again hydraulically locked.

Control of a Double-acting Hydraulic Cylinder

4. When DCV is actuated into the right envelope configuration,


• the cylinder retracts as oil flows from port P through
port B.
• Oil in the blank end is returned to the tank via the
flow path from port A to port T.

5. At the ends of the stroke, there is no system demand for oil.


• Thus, the pump flow goes through the relief valve at
its pressure-level setting
• unless the four-way valve is de-activated.

In any event, the system is protected from


any cylinder overloads by using a relief valve.

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A regenerative circuit is used to


Regenerative Cylinder Circuit speed up the extending speed of a
double-acting hydraulic cylinder.
The speed of extension is greater than that for a
regular double-acting cylinder because flow from the
rod end (QR) regenerates with the pump flow (QP) to
provide a total flow rate (QT), which is greater than
the pump flow rate to the blank end of the cylinder.

In the center position mode of Directional control valve (DCV)


• Base port is blocked
• Rod port is also blocked because of the locked state of cylinder
• The fluid drains back to the tank through the relief valve after
archived the setting value.

In the left envelope mode of DCV In the right envelope mode of DCV
(the cylinder extends) (the re-traction stroke)
• Fluid from the pump • Fluid from the pump
 Enters the base port through the DCV  bypasses the DCV
 Hope to enters the rod and port  and enters the rod end of the cylinder
• The same pressure in both cylinder’ chambers • Fluid in the blank end of cylinder
 Decides the direction of fluid flow from the  through the DCV via base port
end rod chamber back to pump outlet.  drains back to the tank.

A common method used to block a valve port is to simply screw a threaded plug into the port
opening.

The total flow rate (QT) entering the


Regenerative Cylinder Circuit blank end of the cylinder equals the
pump flow rate (QP) plus the
regenerative flow rate (QR) coming
from the rod end of the cylinder:

Solving for the pump flow rate, we have


The total flow rate equals the piston area (AP)
multiplied by the extending speed of the piston
Similarly, the regenerative flow rate equals the difference
of the piston and rod areas (AP - Ar) multiplied by the
extending speed of the piston.
Substituting these two relationships into the preceding
equation yields

The extending speed equals the pump flow rate divided by the area of the rod
a small rod area (which produces In fact the extending speed can be
a large regenerative flow rate) greater than the retracting speed
provides a large extending speed if the rod area is made small enough

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Ratio of Extending and


Regenerative Cylinder Circuit Retracting Speeds
The extending speed

The retracting speed

On further simplification we obtain


the desired equation:
• When the piston area equals two times the rod area,
the extension and retraction speeds are equal.
• In general, the greater the ratio of piston area to rod area,
the greater the ratio of extending speed to retracting speed.

Load-Carrying Capacity During Extension


It should be kept in mind that the load-carrying capacity
of a regenerative cylinder during extension is less than
that obtained from a regular double-acting cylinder.
Thus, we are not obtaining more power from the regenerative cylinder during extension
because the extending speed is increased at the expense of reduced load carrying capacity

Regenerative Cylinder Circuit


EXAMPLE 9-1 • The cracking pressure for the relief valve is 1000 psi.
• The piston area is 25 in2 and the rod area is 7 in2.
• The pump flow is 20 gpm.
• Find the cylinder speed, load-carrying capacity, and
power delivered to the load (assuming the load
equals the cylinder load-carrying capacity) during the
a. Extending stroke
b. Retracting stroke

Note that the hydraulic horsepower delivered


by the pump during both the extending and
retracting strokes can be found as follows:

Thus, as expected, the hydraulic power delivered by the pump equals the power delivered to the loads
during both the extending and retracting strokes.

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Regenerative Cylinder Circuit


Drilling Machine Application
1. The spring-centered position gives
 rapid spindle advance extension.

2. The left envelope mode gives


 slow feed extension when the drill starts
to cut into the workpiece.

3. The right envelope mode gives


 high speed of piston retraction.

• Why does the spring-centered position give rapid extension of the cylinder (drill spindle)?
 The reason is simple.
 Oil from the rod end regenerates with the pump flow going to the blank end.
 This effectively increases pump flow to the blank end of the cylinder during the spring-centered
mode of operation.
 Once again we have a regenerative cylinder. It should be noted that the cylinder used in a
regenerative circuit is actually a regular double-acting cylinder.

PUMP-UNLOADING CIRCUIT
• The unloading valve opens when
 the cylinder reaches the end of its stroke.
 the check valve keeps high-pressure oil in the
pilot line of the unloading valve. DCV

• The unloading valve resets when unloading


 the pressure in the pilot line of the unloading valve
valve reduced by the motion of the piston.
 This resets the unloading valve until the
cylinder is fully retracted, at which point the
unloading valve.

• Thus, the unloading valve unloads the pump


 at the ends of the extending and retraction
strokes
 as well as in the spring-centered position of
the DCV.

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DOUBLE-PUMP HYDRAULIC SYSTEM


• A circuit uses in conjunction with
 a high-pressure, low-flow pump
 a low-pressure, high-flow pump.

• A typical application is a sheet metal punch press in


which
 A rapid extension of the cylinder (hydraulic ram)
o over a great distance with very low pressure but
high flow-rate requirements
o occurs under no external load as the punching
tool (connected to the end of the cylinder piston
rod) approaches the sheet metal strip to be
punched
 A short motion portion
o the cylinder travel is small and thus the flow-rate
requirements are low
o occurs in the punching operation, the pressure
requirements are high due to the punching load.

DOUBLE-PUMP HYDRAULIC SYSTEM


• A circuit uses in conjunction with
 a high-pressure, low-flow pump
 a low-pressure, high-flow pump.

• When the punching operation


begins,
 the increased pressure opens
the unloading valve to unload
the low-pressure pump.

• The purpose of the relief valve is to protect the high-pressure pump


from overpressure at the end of the cylinder stroke
when the DCV is in its spring-centered mode.
• The purpose of the check valve is to protect the low-pressure pump
from high pressure, during the punching operation, at the ends of the cylinder stroke
when the DCV is in its spring-centered mode.

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DOUBLE-PUMP HYDRAULIC SYSTEM


a 1.5-in-diameter piston
and 0.5-in-diameter rod

EXAMPLE 9-2 Required


punching
What should be the pressure settings of the unloading valve force is
2000 lb
and pressure relief valve under the following conditions?
• During rapid extension of the cylinder,
 a frictional pressure loss of 100 psi occurs in the line
from the high-flow pump to the blank end of the
cylinder.
 a pressure loss of 50-psi occurs in the return line from
the rod end of the cylinder to the oil tank during the
same time

• Assume that
 Frictional pressure losses in these lines are negligibly
small during the punching operation.
 the unloading valve and pressure relief valve pressure
settings (for their full pump flow requirements) should
be 50% higher than the pressure required to overcome
frictional pressure losses and the cylinder punching
load, respectively.

a frictional pressure
DOUBLE-PUMP HYDRAULIC SYSTEM loss of 100 psi a pressure loss
of 50-psi
Unloading Valve:
EXAMPLE 9-2 Back-pressure force on the cylinder equals the product of Required
punching
the pressure loss in the return line and the effective area force is
2000 lb
of the cylinder (Ap - Ar).

1132psi

Pressure at the blank end of the cylinder required to 1698 psi


overcome back-pressure force equals the back-pressure force
divided by the area of the cylinder piston. 217psi

1870 psi

240psi
Thus, the pressure setting of the unloading valve a 1.5-in-diameter piston
144.4psi and 0.5-in-diameter rod
should be 1.50 x (100 + 44.4) psi = 217 psi.
Pressure Relief Valve:
The pressure required to overcome
the punching operation equals
the punching load divided by
the area of the cylinder piston. Thus, the pressure setting of the pressure relief valve
should be 1.50 × 1132 psi = 1698 psi.

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COUNTERBALANCE VALVE APPLICATION


a frictional pressure loss of 100 psi
• A counterbalance valve (or back-
pressure valve) is used a 1.5-in-
 to keep a vertically mounted diameter
piston and
hydraulic cylinder 0.5-in-
 in the upward position diameter rod
105%
 while the pump is idling.

• The counter-balance valve (CBV)


is set 150%
 to open at somewhat above
Required
the pressure required force is
 to prevent the vertical cylinder 1000 lb
from descending due to the
weight of its load.

• The use of CBV permits • The DCV configuration is


 the cylinder to be forced  a solenoid-actuated,
downward  spring-centered valve
 when pressure is applied on  with an open-center flow path to
the top. unload the pump

HYDRAULIC CYLINDER SEQUENCING CIRCUITS Required


force is
• Two sequence valves are used to 1000 lb Required
control the sequence of a 1.5-in-diameter piston
force is
1000 lb
operations of two double-acting and 0.5-in-diameter rod
cylinders.

• When the DCV is shifted into its left envelope mode,


 the left cylinder extends completely,
 and then the right cylinder extends.
• If the DCV is then shifted into its right envelope mode,
 the right cylinder retracts fully,
 and then the left cylinder retracts.
• The sequence of cylinder operation is controlled by the sequence valves.
• The spring-centered position of the DCV locks both cylinders in place.

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HYDRAULIC CYLINDER SEQUENCING CIRCUITS


• Two sequence valves are used to
control the sequence of
operations of two double-acting
cylinders.

• One application of this circuit is


a production operation.

• For example,
 The left cylinder could extend to clamp a workpiece
via a power vise jaw.
 Then the right cylinder extends to drive a spindle to
drill a hole in the workpiece.
 The right cylinder then retracts the drill spindle.
 and then the left cylinder retracts to release the
workpiece for removal.
 These machining operations must occur
o in the proper sequence
o as established by the sequence valves in the circuit.

LOCKED CYLINDER USING PILOT CHECK VALVES


• In many cylinder applications, it is necessary to lock
the cylinder so that its piston cannot be moved due
to an external force acting on the piston rod.

• One method for locking a cylinder is by using pilot


check valves.

• The cylinder can be extended and retracted as


normally done by the action of the directional
control valve (DCV).

• If regular check valves were used,


 the cylinder could not be extended or retracted
by the action of the DCV.
 An external force, acting on the piston rod, will
not move the piston in either direction
 because reverse flow through either pilot check
valve is not permitted under these conditions.

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CYLINDER SYNCHRONIZING CIRCUITS


Cylinders Connected in Parallel

Cylinders hooked in parallel will not operate in synchronization


Cylinders Connected in Series

Cylinders hooked in series will operate in synchronization

CYLINDER SYNCHRONIZING CIRCUITS


Cylinders Connected in Series Cylinders hooked in series will
operate in synchronization

Since Q = Aυ where A is the effective area


through which fluid flows, we have

Since for synchronization υ1 = υ2, we have the desired result:

The pump must be capable of delivering a pressure equal to that required for the piston of cylinder 1 by itself to overcome
the loads acting on both extending cylinders.
The pressures are equal at the blank end of cylinder 2 and at the rod end of cylinder 1 per Pascal’s law:
Summing forces on cylinder 1 yields
Summing forces on cylinder 2 yields
Adding the preceding two equations together and noting that
and that p3 = 0 (due to the drain line to the tank), we obtain the desired result

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FAIL-SAFE CIRCUITS
Protection from Inadvertent Cylinder Extension
• Fail-safe circuits are designed to prevent
 injury to the operator or damage to equipment.
 the system from accidentally falling on an
operator, and
 overloading of the system.
• To lower the cylinder,
 pilot pressure from the blank end of the
piston must pilot-open the check valve at
the rod end to allow oil to return through
the DCV to the tank.
• This happens
Figure shows a fail-safe circuit that prevents the cylinder from
• when the push-button valve is actuated to
accidentally falling in the event of
permit pilot pressure actuation of the DCV
 a ruptured hydraulic line or
• or when the DCV is directly manually
 a person inadvertently operating to the manual override on
actuated while the pump is operating.
the pilot actuated directional control valve
 when the pump is not operating.
• The pilot-operated DCV allows free flow in the
opposite direction to retract the cylinder when
this DCV returns to its spring-offset mode.

FAIL-SAFE CIRCUITS
Fail-Safe System with Overload Protection
• Directional control valve 1 is controlled by push-button,
three-way valve 2.

• When overload
 valve 3 is in its spring-offset mode,
 it drains the pilot line of valve 1.

• If the cylinder experiences excessive resistance during


the extension stroke,
 sequence valve 4 pilot-actuates overload valve 3.
 This drains the pilot line of valve 1, causing it to
return to its spring-offset mode.

• If a person then operates push-button valve 2,


 nothing will happen
 unless overload valve 3 is manually shifted into its
blocked port configuration.

• Thus, the system components are protected against


excessive pressure due to an excessive cylinder load
during its extension stroke.

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FAIL-SAFE CIRCUITS
Two-Handed Safety System

• The safety circuit is designed to protect an operator from injury.

• For the circuit to function (extend and retract the cylinder), the
operator must depress both manually actuated valves via the push
buttons.

• Furthermore, the operator cannot circumvent this safety feature by


tying down one of the buttons, because it is necessary to release
both buttons to retract the cylinder.

• When the two buttons are depressed, the main three-position


directional control valve is pilot-actuated to extend the cylinder.

• When both push buttons are released, the cylinder retracts.

SPEED CONTROL OF A HYDRAULIC CYLINDER


A speed control of a hydraulic cylinder is accomplished during
the extension stroke using a flow control valve.
The pressure drop versus flow rate for a needle valve:

Meter-in speed control of hydraulic cylinder


during extending stroke using flow control valve
(DCV is in manually actuated position.)

Operation
1. When the directional control valve is actuated,
• oil flows through the flow control valve to extend the cylinder.
• The extending speed of the cylinder depends on the setting (percent of
full opening position) of the flow control valve (FCV).

2. When the directional control valve is de-actuated into its spring-offset mode,
• the cylinder retracts as oil flows from the cylinder to the oil tank
through the check valve as well as the flow control valve.

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SPEED CONTROL OF A HYDRAULIC CYLINDER


The flow rate through the flow control valve
(FCV) is governed by

Meter-in speed control of hydraulic cylinder


The flow rate to the cylinder equals during extending stroke using flow control valve
pump flow rate minus the flow rate (DCV is in manually actuated position.)
through the PRV.

Also, pressure p3 = 0, Pressure p2 can be obtained by


summing forces on the hydraulic cylinder

Also, the extending speed of the cylinder through


the flow control valve as follows:

Combining the preceding equation yields the final result.

by varying the setting of the flow control valve,


and thus the value of Cv, the desired extending speed of the cylinder can be achieved.

SPEED CONTROL OF A HYDRAULIC CYLINDER


Meter-in systems are used primarily when the external load opposes
the direction of motion of the hydraulic cylinder.

Meter-out system is generally preferred over the


meter-in system as in the case of a weight pulling
downward on the piston rod of a vertical cylinder.

In this case the weight would suddenly drop by


Meter-in speed control of hydraulic cylinder pulling the piston rod down if a meter-in system is
during extending stroke using flow control valve used even if the flow control valve is completely
(DCV is in manually actuated position.) closed.

• One drawback of a meter-out system is the


possibility of excessive pressure buildup in the
rod end of the cylinder while it is extending.
• In addition an excessive pressure buildup in the
rod end of the cylinder results in a large
pressure drop across the flow control valve.
• This produces the undesirable effect of a high Meter-out speed control of hydraulic cylinder
heat generation rate with a resulting increase during extending stroke using flow control valve
in oil temperature. (DCV is in manually actuated position.)

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SPEED CONTROL OF A HYDRAULIC CYLINDER


Meter-in systems are used primarily when the external load opposes
the direction of motion of the hydraulic cylinder.

Meter-in speed control of hydraulic cylinder


during extending stroke using flow control valve
(DCV is in manually actuated position.)

SPEED CONTROL OF A HYDRAULIC CYLINDER


For the meter-out system of Figure, which uses a suspended load,
determine the pressure on each pressure gage during constant
speed extension of the cylinder for
a. No load
b. 20,000-N load
The cylinder piston and rod diameters are 50 mm
and 25 mm, respectively,
and the PRV setting is 10 MPa.

During extension (load is lowered)


 the flow rate to the cylinder is less than the
pump flow rate
 due to the operation of the flow control valve
 to achieve the desired cylinder speed. For a constant speed cylinder, the total net force acting on the
The excess flow goes through the PRV. piston and rod combination must equal zero.
Thus, during extension, p1 equals approximately the Thus, for no load, we have
pressure relief valve setting of 10 Mpa.
This means that the downward hydraulic force
acting on the cylinder piston equals the pressure
relief valve setting of 10 MPa multiplied by the
cylinder piston area.
Finally, p3 equals approximately zero because of in the return
pipeline via the DCV

(assumes negligibly small pressure drops through the DCV and the
pipeline connecting the pump to the blank end of the cylinder).

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SPEED CONTROL OF A HYDRAULIC CYLINDER


For the meter-out system of Figure, which uses a suspended load,
determine the pressure on each pressure gage during constant
speed extension of the cylinder for
a. No load
b. 20,000-N load
The cylinder piston and rod diameters are 50 mm
and 25 mm, respectively,
and the PRV setting is 10 MPa.

During extension (load is lowered)


 the flow rate to the cylinder is less than the
pump flow rate
 due to the operation of the flow control valve
 to achieve the desired cylinder speed. For a constant speed cylinder, the total net force acting on the
The excess flow goes through the PRV. piston and rod combination must equal zero.
Thus, during extension, p1 equals approximately the Thus, for load, we have
pressure relief valve setting of 10 Mpa.
This means that the downward hydraulic force
acting on the cylinder piston equals the pressure
relief valve setting of 10 MPa multiplied by the
cylinder piston area.
Finally, p3 equals approximately zero because of in the return
pipeline via the DCV

For the case where the load equals 20,000 N, pressures p1 and p3 are the same as that found for the no-load case.
However, pressure p2 is found once again by noting that the total net force acting on the piston and rod combination
must equal zero.

SPEED CONTROL OF A HYDRAULIC MOTOR


1. In the spring-centered position of the tandem four-way valve, the
motor is hydraulically locked.
2. When the four-way valve is actuated into the left envelope,
 the motor rotates in one direction.
 Its speed can be varied by adjusting the setting of the throttle of
the flow control valve.
 In this way the speed can be infinitely varied as the excess oil
goes through the pressure relief valve.
3. When the four-way valve is deactivated,
 the motor stops suddenly and becomes locked.
4. When the right envelope of the four-way valve is in operation,
 the motor turns in the opposite direction.
 The pressure relief valve provides overload protection if, for
example, the motor experiences an excessive torque load.

Speed control of hydraulic motor using


pressure-compensated flow control valve.

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HYDRAULIC MOTORS
It is a device that converts the hydraulic energy (power)
generated by a pump into mechanical energy (power) in the
form of torque and rotation (rpm)

For a Hydraulic Pump, the main function is to -Displace as


much oil as possible per revolution.
To achieve this an optimum volumetric efficiency at the cost of
mechanical efficiency is required.
On the other hand, the Hydraulic Motors have to deliver
maximum mechanical power at the load point.

HYDRAULIC MOTORS Graphical Symbols

Envelope

In Out

Dotted Line Uni - Directional


for Drain Hyd. Motor
– Fixed Displacement
Solid
Triangle
( Hydraulic )

Variable Displacement
Bi - Directional Bi - Directional
Hyd. Motor Hyd. Motor
– Fixed Displacement

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SALIENT FEATURES OF A HYDRAULIC MOTOR

 Extreme range of speed adjustment possible.


 Torque control throughout the operating speed.
 Low Inertia.
 Compactness of space.
 The fact that they can be stalled indefinitely without damage.
 Instant reversing of the motor’s shaft.
 Dynamic braking is easily accomplished.

SALIENT FEATURES OF A HYDRAULIC MOTOR

Rapid Reversal

The Rotor Mass of


Hydraulic Motor  Electric Motor

176

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SALIENT FEATURES OF A HYDRAULIC MOTOR

Rapid Reversal

177

SALIENT FEATURES OF A HYDRAULIC MOTOR

Rapid Reversal

178

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SALIENT FEATURES OF A HYDRAULIC MOTOR


Speed Variation

Electric Motor  Torque Converters


Hydraulic Motor  Simple Flow Control Valve

179

SALIENT FEATURES OF A HYDRAULIC MOTOR


Speed Variation

Electric Motor  Torque Converters


Hydraulic Motor  Simple Flow Control Valve

Size Comparison

Power Density of
Hydraulic Motor  Electric Motor

180

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SALIENT FEATURES OF A HYDRAULIC MOTOR

Stall Performance

Electric Motor  Trips / Stops


Hydraulic Motor  Stall Torque possible to achieve

181

SALIENT FEATURES OF A HYDRAULIC MOTOR

Stall Performance

182

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SALIENT FEATURES OF A HYDRAULIC MOTOR

Unfavourable Environment
Fluid Motors can be used in Dangerous,
Difficult environment.

Speed Regulation
Speed = No Load - Loaded
Regulation Speed Speed x 100
No Load Speed
Speed Variations
Electric Motor  3 %
Most Hyd. Motors  10 - 15 %
(Except for Radial Piston Motors )

183

MAJOR APPLICATIONS

CONSTRUCTION
MINING
MATERIAL HANDLING
EARTH MOVING
PLASTICS
MACHINE TOOLS
AGRICULTURE
RAILWAY EQUIPMENT

184

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MAJOR APPLICATIONS

Special Purpose Vehicle using Hydraulic Drive

Winches

185

MAJOR APPLICATIONS

Fan Drives

Batch Mixers

Conveyor
Drives

186

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WHILE REPLACING AN ELECTRIC MOTOR


WITH A HYDRAULIC MOTOR

Points to be considered :

3 Phase Squirrel cage Electric Motor has


twice the starting torque of a Hydraulic Motor.
The value of the starting torque/running
torque is to be known.

Do not consider HP as a comparison

The details of the Gear Box and pulley used


at output of the Electric Motor to be known.

187

CLASSIFICATION OF HYDRAULIC MOTORS


GEOMETRY OF THE ACTUATING MECHANISM
SPEED AND TORQUE RATING

HIGH TORQUE LOW TORQUE


LOW SPEED MOTORS HIGH SPEED MOTORS
( HTLS ) ( LTHS )

RADIAL PISTON MOTORS AXIAL PISTON MOTORS

CRANKSHAFT SWASH PLATE


CAM - LOBE BENT AXIS

ORBIT MOTORS GEAR MOTORS


GEROTOR
VANE MOTORS
GEROLLER

188

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CLASSIFICATION OF HYDRAULIC MOTORS


GEAR MOTORS

COMPACT

LOW COST

LOW EFFICIENCY ( 60% - 70% )

SPEED RANGE ( 500 – 3000 rpm )

CANNOT BE USED FOR LOW SPEED

189

CLASSIFICATION OF HYDRAULIC MOTORS


GEAR MOTORS

190

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CLASSIFICATION OF HYDRAULIC MOTORS


MOTOR RATINGS
The rating of hydraulic motors is done based on the following
operating parameters :
Displacement
Torque capacity
Speed
Operating Pressure

Displacement : of a hydraulic motor is defined as the


amount of fluid required to turn the motor shaft by one
revolution.

191

CLASSIFICATION OF HYDRAULIC MOTORS


MOTOR RATINGS
Torque: Torque is the turning force developed at the motor
shaft due to its rotation. The value of Torque increases with
an increase in operating pressure, and decreases when the
pressure decreases.

Speed: The speed of a hydraulic motor depends on its


displacement and the flow rate to it.

Operating Pressure : The pressure required by a hydraulic


motor depends on the torque requirement and its displacement

192

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MOTOR SELECTION

OUTPUT PARAMETERS :  SPEED ( RPM )


 TORQUE ( KG – M )

MOTOR PARAMETER :  DISPLACEMENT ( CC / REV. )

HYD. PARAMETERS :  FLOW ( LPM )

 PRESSURE ( BAR )

TORQUE :  DISPLACEMENT X PR. X m

628

SPEED :  FLOW X 1000 X V

DISPLACEMENT

193

EFFECT ON HYDRAULIC MOTOR DURING


CHANGE IN HYD. SETTINGS UNDER CONSTANT
LOAD CONDITION

CHANGE SPEED EFFECT ON TORQUE


OPERATING AVAILABILITY
PRESSURE
Increase pressure setting No Effect No Effect Increases
Decrease pressure setting No Effect No Effect Decreases
Increase flow Increases No Effect No Effect
Decrease flow Decreases No Effect No Effect
Increase displacement (Size) Decreases Decreases Increases
Decrease displacement (Size) Increases Increases Decreases

194

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SPEED CONTROL OF A HYDRAULIC MOTOR


Speed control of hydraulic motor using
pressure-compensated flow control valve

This is called open-circuit drives because the


pump draws its fluid from a reservoir. Its output is
then directed to a hydraulic motor and discharged
from the motor back into the reservoir.

actually hydrostatic transmissions

HYDRAULIC MOTOR BRAKING SYSTEM


This is called open-circuit
drives because the pump
draws its fluid from a
reservoir. Its output is
then directed to a
hydraulic motor and
discharged from the motor
back into the reservoir.

actually hydrostatic transmissions

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HYDROSTATIC TRANSMISSION SYSTEM


Closed-circuit,
one-direction hydrostatic transmission.

Closed-circuit, reversible-direction
hydrostatic transmission

99

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