Industrial Hydraulic Systems

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    Industrial Hydraulic Systems

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    Introduction

    Hydraulics is a part of Fluid Power &Motion Control

    Hydraulic Systems are robust, accurate,user friendly but complicated

    Keeping the Hydraulic Systems inrestoration is only possible through

    knowledge and skill.

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    Agenda

    We will be covering the basic threeaspects namelyEnergy Input, Energy

    Control & Energy Output. We will learn about all the three aspects as

    mentioned above through explanation ofPrinciples involved in hydraulic controltechnology using colored pens & whiteboard.

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    Programme Objectives

    To understand basic principles of Hydraulics. To learn & understand the hydraulic graphic

    symbols.

    To understand Hydrodynamic & Hydrostatic

    Pumps.

    To understand & learn about hydraulic controlvalve technology.

    To understand hydraulic Loads & their application To learn how to analyze hydraulic circuits.

    To understand & grasp the methods of HydraulicSystem Troubleshooting & Condition Monitoring.

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    Vocabulary

    We will be working with the following terms -Q - Flow Rate

    P - System Pressure

    F - Force

    A - Effective Area

    V - Volume

    v - Velocity

    P - Pressure DifferentialT - Temperature Differential

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    Vocabulary

    F

    A P

    Relationship between Force

    (lbsf), Pressure (psi) and

    Area (in2

    )

    Relationship between Pump

    Volume (GPM), Velocity

    (in/Sec) and Cylinder Area(in2)

    Q

    v A

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    Flow & Flow Rate

    1. Open Channel Flow

    2. Confined Flow

    Why Flow takes place

    Flow takes place from higher region to lower region

    Flow takes place from higher pressure to lower pressure

    Flow through any restriction is a function ofpressure drop across it (P).

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    Open Channel Flow

    If a river is flowing from a higher level to lower levelthen flow is taking place in an open area.

    Flowing (falling)

    water can cause awheel to rotate, open

    channel hydraulic

    energy is converted

    into mechanical

    energy

    Flowing (falling) water can

    cause a wheel to rotate,

    open channel hydraulic

    energy isconverted into

    mechanical energy

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    Flow Through Pipes

    We have seen that it is possible to convert energy inthe flowing water into Mechanical energy.

    The reverse is also possiblewhich means that

    Mechanical energy can be converted into flowingWater (Hydraulic energy)

    But before we understand how it is possible to make the

    Water (liquid) to flow from lower level to higher level,

    let us understand few basic principles ------------

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    Flow through a pipe can be in two states, namely

    Laminar Flow & Turbulent Flow

    If fluid particles are moving in parallel lines then it is

    said to be Laminar flow

    If the fluid particles are moving in a random path then itis said to be a Turbulent flow

    Laminar Flow Turbulent Flow

    Flow ConditionsLaminar Flow & Turbulent Flow

    Flow Graph

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    Kinetic Energy & Potential Energy

    Kinetic Energy:

    Kinetic Energy is in the form of Fluid velocity & Fluid weight.

    Potential Energy:

    Potential energy is available in the form of Pressure

    Bernoullis Theorem:

    V2 P

    2 +

    gh+ =

    Constant

    where:v= fluid velocity along the streamline

    g= acceleration due to gravity

    h = height of the fluid

    p = pressure along the streamline

    = density of the fluid

    http://encyclopedia.thefreedictionary.com/velocityhttp://encyclopedia.thefreedictionary.com/g-forcehttp://encyclopedia.thefreedictionary.com/heighthttp://encyclopedia.thefreedictionary.com/pressurehttp://encyclopedia.thefreedictionary.com/densityhttp://encyclopedia.thefreedictionary.com/densityhttp://encyclopedia.thefreedictionary.com/pressurehttp://encyclopedia.thefreedictionary.com/heighthttp://encyclopedia.thefreedictionary.com/g-forcehttp://encyclopedia.thefreedictionary.com/velocity
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    Equation of continuity

    Fluid dynamics explains that acontinuity equationis an

    equation of conservation of mass

    What comes in same goes out -

    The law of conservation of mass/matter, also known as law of

    mass/matter conservation, states that the mass of a closed system,

    will remain constant, regardless of the processes acting inside the

    system. An equivalent statement is that matter cannot be

    created/destroyed, although it may be rearranged.

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    What is Pressure?Mathematically explained pressure is force per unit

    Area, it is measured either in Lbs/in2 or Kg/cm2 but why

    Pressure is created & what causes the pressure to rise?

    Whenever free flow is not allowed then smallest entities try to

    escape by force and in this process pressure is created if the

    number of entities are large in number & every one is applying

    force, pressure tend to rise

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    What is Atmospheric Pressure?

    The Planet Earth

    where we live is

    surrounded by a

    bubble of Air, which

    is spreading up to 30

    mile all around

    30 milesThe air particles are having weight

    and due to gravitational force thisbecomes force, this force at sea level

    is around 14.7 lbs/in2 (PSI) or 1.013

    Kg/cm2 (BAR)

    This pressure on the surface of Earthis known as Atmospheric Pressure.

    How to measure any increasing or decreasing pressure on earth?

    For the measurement of quantities we need a Zero reference but sinceon Earth we live under atmospheric pressure we are not having a Zero

    reference. Beyond the limits of earth's atmosphere there is no air thus

    there in no pressure, so no air is our reference, that is Absolute zero.

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    Two Measuring Scales are existing

    1. Absolute scale

    2. Relative scale

    Relative Scale Absolute Scale

    0 Absolute

    Gauge pressure 0

    Vacuum Scale

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    Hydraulic Pumps

    1. Hydrodynamic

    2. Hydrostatic

    Hydrodynamic Pump:

    Hydrodynamic Pumps are Non-positive displacement pumps, thesepumps provide continuous flow and there application is only limited

    to fluid transfer.

    Hydrostatic Pumps:

    Hydrostatic Pumps are Positive displacement pumps, these pumps

    provide pulsetic flow and their application is basically in the area of

    Hydraulic Systems

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    Hydrodynamic Pumps

    Atmospheric Pressure

    14.7 psi or 1.013 Bar

    Volute Path Path

    Hydrodynamic Pump:

    A Centrifugal Pump falls under

    the category of Hydrodynamic,

    this pump provides flow by

    virtue of its own construction,

    if we carefully observe the

    casing is volute in itsconstruction and this is the

    reason that Velocity Head gets

    converted into Pressure Head

    at its outlet.These pumps are basically

    Transfer Pumps and provide

    continuous flow.

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    Hydrostatic Pumps

    500 RPM

    Swept Volume of Cylinder = 10 cm3

    Hydrostatic Pumps are positive displacement pumps, these

    pumps are pulsetic in nature.Positive displacement pumps are used in Hydraulic Systems

    Pump Size = Cubic Centimeter per Minute

    Or Cubic Inches per Minute

    LPM =

    GPM =

    CCR X RPM

    1000

    CIR X RPM

    231

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    Pump Specifications

    Pump Type

    Pump Rated Pressure

    Pump Size

    Pump RPM

    Pump Volumetric Efficiency

    Pump Mechanical Efficiency

    Pump Overall Efficiency

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    Types of PumpsPositive Displacement Pumps

    Gear Pumps Vane Pumps Piston Pumps

    External Gear Pump Internal Gear Pumps

    Spur Gear Type Internal Gear Mesh

    Lobe Type Gerator Pump

    Screw Pumps

    Balanced Unbalanced

    Vane Pump Vane Pump

    Axial Piston Radial Piston

    Pumps Pumps

    Axial Inline

    Bent Axis

    Fixed Displacement Pumps Variable Displacement pumps

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    External Gear Pump

    A Gear pump uses the meshing of

    gears to pump fluid by displacement.

    They are one of the most common

    types ofpumps for hydraulic fluid

    power applications.

    There are two main variations;

    external gear pumpswhich use two

    external spur gears, and internal gear

    pumpswhich use an external and an

    internal spur gear.

    Gear pumps are f ixed displacement, meaning they pump a constant

    amount of fluid for each revolution.

    http://encyclopedia.thefreedictionary.com/pumphttp://encyclopedia.thefreedictionary.com/hydraulic+machineryhttp://encyclopedia.thefreedictionary.com/hydraulic+machineryhttp://encyclopedia.thefreedictionary.com/gearhttp://encyclopedia.thefreedictionary.com/gearhttp://encyclopedia.thefreedictionary.com/hydraulic+machineryhttp://encyclopedia.thefreedictionary.com/hydraulic+machineryhttp://encyclopedia.thefreedictionary.com/pump
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    Internal Gear Pumps

    Internal gear (Gerotor) pump design for automotive oil

    pumps.

    Internal gear (Gerotor) pump design for automotive oil

    pumps.

    A Gerotor is a positive displacement pumping unit. The

    name gerotor is derived from "Generated Rotor". A Gerotor

    unit consists of an inner and outer rotor.

    http://encyclopedia.thefreedictionary.com/Gerotorhttp://encyclopedia.thefreedictionary.com/internal+combustion+enginehttp://encyclopedia.thefreedictionary.com/Gerotorhttp://encyclopedia.thefreedictionary.com/internal+combustion+enginehttp://encyclopedia.thefreedictionary.com/Rotor+(turbine)http://encyclopedia.thefreedictionary.com/Rotor+(turbine)http://encyclopedia.thefreedictionary.com/internal+combustion+enginehttp://encyclopedia.thefreedictionary.com/Gerotorhttp://encyclopedia.thefreedictionary.com/internal+combustion+enginehttp://encyclopedia.thefreedictionary.com/Gerotor
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    Axial Inline Piston Pump

    Axial Piston Pumps are variable displacement pumps.

    The pistons in an axial piston pump reciprocate parallel to the

    centerline of the drive shaft of the piston block. That is, rotary shaftmotion is converted into axial reciprocating motion. Most axial

    piston pumps are multi-piston and use check valves or port plates to

    direct liquid flow from inlet to discharge.

    Axial Piston Pumps can be

    variable displacement and

    pressure compensated to

    match their Power with therequired Load power

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    Pump CharacteristicsPump Rated Pressure

    It is that load pressure up to which a pump can handle the loadand beyond which there is a possibility that the pump might fail.

    Pump Size

    Pump Size is always given in CIR/CCR or LPM/GPM.

    Pump RPM

    Pump RPM is always given by the Manufacturer and it normally

    lies between 1250 to 1850 until & unless it is specified.

    Pump Volumetric Efficiency

    Volumetric efficiency is obtained by dividing Actual flow rate by

    the Theoretical flow rate

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    Pump Mechanical Efficiency

    Pump Overall Efficiency

    Mechanical efficiency is obtained by dividing Actual Torque by

    the Theoretical Torque.

    Torque in (lbs inch) =Pressure in psi X CIR (cubic inches per revolution)

    2

    Overall Efficiency = Volumetric Eff. x Mechanical E

    ff

    =Output Horse Power

    Input Horse PowerX 100

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    Pump Horse Power

    Let us define Horse Power: Rate of doing work

    If we explain rate of doing work we will have to go to First Principle -

    Distance tobemoved 1

    foot in

    1 Second550lbs

    1 Horse Power = 550 ft lbs/sec (This is the basic value of 1 HP)In other words we can define it in the following form

    Horse Power = Force x Distance Moved per Unit time

    B i H d li Ci it

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    Basic Hydraulic Circuit

    Effective Area

    Load

    Annulus Area

    What is Working Pressure?

    What is Max. System Pressure?

    M1

    2

    3

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    Hydraulic Graphic Symbols

    A Firm & thick line is called Working Energy Line

    A long dash line is known as Control Energy Line orPilot Line

    A short dash line is known as Leak Line orDrain Line

    Circles Triangle Filled Triangle Not Filled

    Circles are used for Ball Triangles are used for Hydraulic Energy

    Puppet, Energy Source, Flow Direction and Pneumatic Energy

    Pump Body Flow Direction

    Flow Envelop Flow Path Varying Parameter Spring Varying

    Spring Force

    Fluid Conditioner Thermometer Compensation Bi-directional Flow

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    Pressure Control ValvesPressure Control Valves are very important elements in any Hydraulic

    Circuit, without these valves we cant achieve correct pressure control in

    different areas of control, following is a list of different types of PressureControl Valves

    1. Pressure Relief Valve 5. Charge Valve

    2. Pressure Reducing Valve 6. Brake Valve3. Sequence Valve 7. Unloading Valve

    4. Counter Balance Valve 8. Crossover Relief Valve

    THREE Types of pressure control valves are available from Technologypoint of view.

    1. Spool Types 2. Simple Poppet Types

    3. Cartridge Types

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    Hydraulic Control Valves

    Hydraulic Control Valves are developed over a long period of time in

    two directions and categories

    1. Spool Valves

    2. Poppet Valves

    Spool Valves provide Multiple Flow Paths, they are Pressure Balanced

    but they leak between Housing and the Spool.

    Poppet Valves provide Single Flow Path, They are digital in nature but

    they provide Leak Proof conditions.

    Both of theses categories are having advantages and disadvantages but

    combined together they solve many problems.

    P R li f V l

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    Pressure Relief Valves

    Pressure Relief Valves are of three Types

    1. Directly Operated Pressure Relief Valve

    2. Pilot Operated Pressure Relief Valve

    3. Pump Unloading Valve

    4. Pilot Operated Pressure Relief Cum Unloading Valve

    Basic Features of Pressure Relief Valve

    Normally Closed

    Pressure is sensed internally at inlet port

    Variable Pressure Control

    Internally Drained

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    Directly Operated Pressure Relief Valve

    Directly Operated Pressure Relief valves are quick acting in nature

    but these valves suffer from a drawback of large Pressure Override.These valves work alright with small volumetric flow Pumps but

    these valves can not be used with large volumetric flow Pumps.

    Unloading Valve

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    Unloading Valve

    While hydraulic system is

    in idling condition then

    Relief Valve is opening &closing to keep the system

    pressure at relief valve

    setting but in this process

    the pump energy is usedand this is a loss, which is

    converted to thermal

    energy, which can cause

    the oil temperature to rise

    but by using an Unloadingvalve this situation can be

    avoided.

    Pilot Operated Pressure Relief Valve

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    Pilot Operated Pressure Relief Valve

    Directly operated pressure relief valves can only be used with 25 LPM

    pumps and not beyond. For higher LPM pumps Pilot Operated pressurerelief valves are used.

    Main Valve

    Pilot Valve

    Pilot Operated Pressure Relief cum Unloading Valve

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    Pilot Operated Pressure Relief cum Unloading Valve

    It is important to note that a separate Unloading valve will be a real

    nuisance for the circuit designer more over it is essential to interface

    the mechanical hardware with digital systems, so a single valve is

    developed to take care of all the needs.

    A Pilot Operated Pressure Relief cum Unloading valve is the most

    important valve in the modern Hydraulic Systems.

    Main Valve

    Pilot Valve

    Pressure Reducing Valve

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    Pressure Reducing ValvePressure Reducing Valves are also important hydraulic elements

    which are used to control the pressure as per the requirement in a

    branch circuit

    Features of Pressure Reducing Valve

    Normally Open

    Pressure sensed internally at

    outlet port

    Variable Pressure Control Externally drained

    Externally Drained

    P S V l

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    Pressure Sequence Valve

    Externally Drained

    Hydraulic Pressure Sequencing

    Valves are also very important

    elements, since pressure sensing

    control is quite accurate Designer

    may consider to use a Pressure

    Sequencing valve in the Hydraulic

    circuit.

    B k V l

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    Brake Valve

    Brake Valve is used to stop a

    single direction Hydromotor

    instantly without increasing

    excessive pressure and also

    protecting motors fromcavitation.

    These valves are very

    effective and easy to adjust

    for all kind of Loads.

    Hydraulic Loads

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    Hydraulic Loads

    There are three types of Hydraulic Loads

    1. Resistive Loads

    2. Overrunning Loads

    3. Inertial Loads

    Load

    Hydraulic Force Load ReactionResistive Load

    When Load reaction is

    opposite to Hydraulic

    Force then it is calledresistive load.

    O i L d

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    Hydraulic Force Load Reaction

    Overrunning Load

    Load

    When Load Reaction is in the same direction as that of the Hydraulic

    Force then it is called Overrunning Load

    Counter Balance Valve

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    Counter Balance Valve

    Hydraulic Force Load Reaction

    Counter Balance Valve is a

    hydraulic control elementwhich is required to handle

    heavy loads which are moved

    down wards, this valve

    provide support to bring theload down very smoothly and

    at a required velocity to get

    good control over load inertia

    and acceleration due to

    gravitation (g).

    Counter Balance Valve

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    Inertial Load

    When load is accelerating ordecelerating under both of these

    conditions load reaction opposes the

    Hydraulic force then it is called

    Inertial Load.

    While a Hydraulic Motor is rotating

    a heavy load in both directions then

    the motor is handling Inertial Load,

    the motor requires protectivecircuits.

    Cross Over

    Relief Valve

    Direction Control Valves

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    Direction Control Valves

    Direction Control Valves are the control elements which provide

    movement to the Linear as well as Rotary actuators. In doing so theyprovide to actuators START, STOP & CHANGE of DIRECTION

    functions in every Hydraulic Circuit.

    Direction Control Valves can be divided into following categories

    1. Spool Valves

    2. Cartridge Valves

    Functional Classification of DC Valves

    1. Valve Body with Spool/Poppet

    2. Valve Operating System

    DC Valves can be Operated by the following means

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    p y g

    1. Manual Operation

    2. Mechanical Operation

    3. Hydraulic Operation

    4. Pneumatic Operation

    5. Electrical Operation

    DC Valves (Spool Valves)

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    DC Valves (Spool Valves)

    DC Valves are further classified by their number of positions and their

    center configuration

    1. Two Position Valves

    2. Three Position Valves

    21

    21 3

    P T

    A B

    DC Valve Spool Design

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    DC Valve Spool Design

    Spool edges play an important role in controlling the fluid and that iswhy these edges are called controlling edges.

    Imagine that a spool is opening to provide flow, if this opening is sudden

    then NO-flow to FULL-flow or FULL Flow to NO Flow condition will

    appear quickly and this will cause a pressure shock (Pressure Surge).

    Pressure Shock= 3 to 4 times of Working Pressure

    Pressure shock can cause Seal failure, Pressure Gauge & Fitting Failure.

    Spool Land Groove

    P

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    t

    P

    Set Value

    Time for which PS appeared

    We can clearly observe that the pressure shock rises over and above theworking pressure, taking this into consideration we must control the

    sudden rising pressure, the control is dependant on the following two

    factors

    1. Geometry of the Control Edge

    2. Shift Speed of the Spool

    Pressure Surge

    How to Reduce the Magnitude of the Pressure Surge

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    T A P B T

    ow o educe e g ude o e essu e Su ge

    It is possible to reduce the effect of pressure surge by introducing the V-

    Shape grooves on the periphery of the Control Edge of the Spool and by

    limiting the shift speed of the spool itself.

    What actually we are trying is to increase the flow rate gradually

    between the two Ports by increasing the spool opening slowly thus

    accelerating the load in a controlled manner.

    Direction Control Valve in a Circuit

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    Using a 2/2 Solenoid operated DC valve

    we can achieve a digital control of a

    Hydraulic cylinder.

    Four numbers of 2/2 solenoid operated

    valves are arranged in a fashion as shown

    in the figure, now switching through

    electrical current is possible by a PLC to

    provide a precise digital control

    Arranging digital valves into a hydraulic integrated circuit allows them toaccomplish the same functions as discrete spool-type valves while

    retaining the advantages of digital valves.

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    Direction control through a 4/3

    Solenoid operated, Center Closed

    DC Valve.

    This particular valve is a multi-flow

    path valve with two solenoids to

    provide forward and reverse

    movement of the cylinder, unlike

    the previous example in which

    digital functions are possible with

    Four solenoids.

    Advantage:

    Single hardware element

    Easy to maintain

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    A single DC valve with one

    Sequence valve can control Two

    Cylinders in a sequence.This circuit does not solve the

    problem of controlling the pressure

    of a branch circuit. That means if

    cylinder one is to be operated athigher pressure and cylinder two is

    to be operated at much lower

    pressure then it would not be

    possible by this circuit

    Controlling Branch Pressure

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    Controlling Branch Pressure

    By introducing a pressure

    reducing valve we can easily

    control the branch pressure,

    because a reducing valve willclose whenever require

    pressure is reached in the

    branch.

    Flow Control Valves

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    Flow Control Valves

    Flow-control valves include simple orifices to sophisticated closed-

    loop electrohydraulic valves that automatically adjust to variations

    in pressure and temperature.

    The purpose of flow control in a

    hydraulic system is to regulate

    speed.

    All the devices discussed here

    control the speed of an actuator by

    regulating the flow rate.

    Flow rate also determines rate ofenergy transfer at any given

    pressure.

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    The two are related in that the actuator force multiplied by the

    distance through which it moves (stroke) equals the work done on

    the load.

    The energy transferred must also equal the work done. Actuator

    speed determines the rate of energy transfer (i.e., horsepower), and

    speed is thus a function of flow rate.

    Directional control, on the other hand, does not deal primarily with

    energy control, but rather with directing the energy transfer systemto the proper place in the system at the proper time.

    Diff t T f Fl t

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    Different Types of Flow measurement

    Controlling flow of a fluid-power system does not necessarily meanregulating volume per unit of time from a valve.

    Flow rate can be specified in three different ways, so it is important

    to be aware of how flow is to be specified or measured:

    1. Volumetric flow rate (Qv)

    2. Weight flow rate(Qw)

    3. Mass flow rate (Qg)

    Control of Flow Rate with Valves

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    There are eight types of flow-control valves:

    Orifices - A simple orifice in the line,

    Figure 1(a), is the most elementarymethod for controlling flow.

    Fig. 1. Simple fixed orifice (a) and

    variable orifice (b) flow controls.

    Flow regulators - This device, Figure

    2, which is slightly more sophisticated

    than a fixed orifice, consists of an

    orifice that senses flow rate as a

    pressure drop across the orifice; a

    compensating piston adjusts to

    variations in inlet and outlet pressures.

    Bypass flow regulators - In this flow

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    yp g

    regulator, flow in excess of set flow rate

    returns to reservoir through a bypass port,

    Figure 3. Flow rate is controlled by

    throttling fluid across a variable orificeregulated by the compensator piston. The

    bypass flow regulator is more efficient

    than a standard flow regulator.

    Demand-compensated flow controls -

    Flow controls can also bypass excess

    system flow to a secondary circuit, Figure

    4. Fluid is routed at a controlled flow rate

    to the primary circuit, and bypass fluidcan be used for work functions in

    secondary circuits without affecting the

    primary one.

    Pressure-compensated, variable flow

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    valves - This flow control is equipped with anadjustable variable orifice placed in series with

    a compensator. The compensator automatically

    adjusts to varying inlet and load pressures,

    maintaining an essentially constant flow rate

    under these operating conditions to accuracies

    of 3% to 5%, Figure 5. .

    Pressure- and temperature-compensated,

    variable flow valves - Because the viscosity ofhydraulic oil varies with temperature (as do the

    clearances between a valve's moving parts),

    output of a flow-control valve may tend to drift

    with temperature changes. To offset the effects

    of such temperature variations, temperature

    compensators adjust the control orifice openings

    to correct the effects of viscosity changes

    caused by temperature fluctuations of the fluid,

    Figure 6.