Professional Documents
Culture Documents
Basic Training
Hydraulics
5.905-842
02/03
Foreword
Foreword
Good servicing work calls for comprehensive and practically-oriented training as well as clear
and manageable documentation.
For this reason, we offer regular training courses and further education events covering the
whole product range to all service technicians.
We additionally compile servicing manuals for the most important devices which serve initially
as instructions and can later be used for reference purposes.
We also provide regular service information bulletins reporting on product further development.
The text and pictures may not be copied, duplicated or made available to third parties without the
express consent of:
Contents
General ...................................................................................................... 5
Benefits/drawbacks of hydraulics/fluid technology ............................................... 5
Benefits ................................................................................................................................ 5
Drawbacks .......................................................................................................................... 5
Basic hydromechanics ............................................................................................. 6
Pressure due to fluid height ................................................................................................. 6
Pressure due to outside forces ............................................................................................ 6
Basic hydromechanics ............................................................................................. 7
Power transmission ............................................................................................................. 7
Circulatory law .....................................................................................................................7
Basic hydromechanics ............................................................................................. 8
Pressure loss ...................................................................................................................... 8
Structure of a hydraulic system ............................................................................... 9
Energy - conversion ........................................................................................................... 9
Energy - control ................................................................................................................... 9
Energy - transport ................................................................................................................9
Others .................................................................................................................................. 9
Hydraulic circuit symbols ......................................................................................... 9
General Benefits/drawbacks of
hydraulics/fluid technology
The terms hydraulics or fluid technology are Benefits
used to describe all drive, control and regula- - Space and weight-saving components
ting components of a device in which power is capable of transmitting high forces
generated and transmitted by pressure in a
- Fast, precise and steplessly adjustable
fluid.
cylinder and motor speeds
With the aid of electrical devices, hydraulics/
- Simple overload prevention by pressure
fluid technology can be used to achieve a high
limitation
degree of positioning and velocity accuracy.
- Function at full load is possible from stand-
In order to engender greater understanding of
still
hydraulics/fluid technology, this basic training
program will initially provide an explanation of - Suitable for fast and also extremely slow,
fundamental hydromechanical principles. controllable movement sequences
Primarily, this basic training program will be
explaining the hydraulic circuit symbols which Drawbacks
represent the components currently used in - Temperature dependence of the hydraulic
our devices. oil
In addition, two examples will be used to - Loss due to leakage oil
explain the technical structure of the individual - Friction loss which converts into heat and
components and the sequence of a hydraulic raises the temperature of the system
plan. - Vibration and noise creation tendency
Basic hydromechanics
Hydromechanics is the science of the
physical characteristics and behaviour of fluids
in a static (hydrostatics) and dynamic
(hydrokinetics) status.
A1 F1 A2 F2 A3 F3
Basic hydromechanics
Power transmission
As the pressure spreads evenly to all sides,
the shape of the tank is of no significance.
If force (F1) acts on surface (A1), pressure (p)
1 F1 S2 F2 2 is created.
p = F1 / A1
Pressure (p) acts on every point of the
S1 system, i.e. also on surface (A2). The
achievable force (F2) (synonymous with a load
p A1 A2 to be lifted) is
F2 = p x A2
If it is possible using force (F1) and surface
(A1) to achieve the pressure needed to over-
come the load (F2) (above surface (A2)), then
the load (F2) can be lifted. (Leaving friction
loss out of account).
The paths (S1) and (S2) of the two pistons
Power transmission perform the reverse action to the surfaces
(A1) and (A2).
S1 / S2 = A1 / A2
Therefore
S1 x A1 = S2 x A2
Circulatory law
The same volume of fluid flows in the same
period of time through a pipe with differing
cross-sections. This means that the flow rate
of the fluid in the smaller cross-section must
A1 increase.
A2 The volumetric flow (Q) corresponds to the
product of the cross-sectional surface of pipe
Q1 Q2 (A) times the velocity of the fluid (v)
v2 Q=Axv
v1 The volumetric flow (Q) is the same at all
points of the pipe.
Q1 = Q2
The two cross-sections (A1) and (A2) of the
pipe behave in opposition to the velocities of
the fluids (v1) and (v2).
Circulatory law A1 x v1 = A2 x v2
Basic hydromechanics
Pressure loss
In order to explain these physical laws, we
assumed that no friction or pressure loss
occurs.
p2 p3 p4 p5 p6 Hydraulic energy cannot be transmitted
through pipes without loss.
Due to friction on the pipe walls or due to a
restriction of the cross-section (flow control
p1 p7 valve), hydraulic energy is transformed into
heat. For hydraulically operated systems, the
loss of hydraulic energy created in this way
∆p = p1 - p7 means a loss of pressure and a reduction of
the flow rate.
Pressure loss is represented by the symbol
Dp. Its extent depends primarily upon:
- The line length
- The cross-section of the pipe
Pressure loss
- Surface roughness of the pipe wall
- Number of bends in the pipe
- Flow rate
- Fluid velocity
Line types
Flow paths of lines
1 Line connections
2 Line crossing points
1 3 Flexible lines
Function symbols
Drive motors
Hydraulic pumps
1 One volumetric flow direction, drive shaft
1
turns in one direction
2 Two volumetric flow directions, drive shaft
turns in one direction
3 Two adjustable volumetric flow directions,
drive shaft turns in one direction
2
Hydraulic pumps
Hydraulic cylinders
1 Single-acting cylinder with piston rod on
one side (retraction stroke powered by
integrated spring)
1
2 Double-acting cylinder with piston rod on
one side
Hydraulic cylinders
Possible combinations
Flow possibilities
1 Flow possibilities for one switching
1 position with two connections
2 Flow possibilities for one switching
position with three connections
3 Flow possibilities for one switching
position with four connections
2
Flow possibilities
Switching possibilities
1 Actuation by electric solenoid valve
2 Actuation by spring
1 2 3 Actuated hydraulically
4 Actuation by lever
3 4
Switching possibilities
A1 B1
Twin non-return valve
Pressure control valve
1 Pressure control valve with internal
control line (is intended to limit the
pressure in the system)
2 Pressure control valve with external
1 2 control line (is intended to limit the
pressure in the system)
1 2
Oil tanks
1 Pump
2 Filter
1 2 3 Air cushion
4 Level fluctuation
3
5 Drainage screw
1 4
2 5
3 6
1 Oil tank
2 Working line
3 Pump
4 4 4 / 3 directional valve
5 Cylinder
Electric motor
In order to drive the pump, an electric motor is
connected upstream.
The pump now draws the oil from the oil tank
and transports it to the 4 / 3 directional valve.
Electric motor
4 / 3 - directional valve
Oil filter
In order to prevent damage to the hydraulic
system due to contamination, an oil filter is
integrated into the return line.
Oil filter
M
x
Safety valve for oil filter
1 Oil tank
8 2 Oil filter
11 3 Electric motor, hydraulic unit
4 Hydraulic pump
7 12
5 Non-return valve
6 4/2 directional valve, tilt debris container
6 7 2/2 directional valve, raise / lower debris
container
5 13
8 Pipe break valve
9 Hydraulic cylinder, raise debris container
14 10 Hydraulic cylinder with gas pressure
spring, tilt debris container
M
4 11 Hydraulic unit
3 12 Flow rate valve
13 Flow control valve
2 14 Pressure control valve
1
Hydraulic circuit diagram, pressureless condition The functions are explained step by step over
the next pages in conjunction with the
electrical circuit diagram.
S6 S7 S8
Y2 Y1
M2
-
Hydraulic plan
As soon as the electric motor (3) is running,
9 10 the pump (4) draws oil from the oil tank (1) and
through the filter (2). The pump (4) transports
the oil through the non-return valve (5), the 4/2
directional valve (6), the 2/2 directional valve
8 (7) and the pipe break valve (8) to the hydraulic
11 cylinder (9). This extends and raises the
debris container.
7 12
The two switches (S5) and (S8) must remain
6 depressed until the hydraulic cylinder (9) has
completely extended (two-hand safety
13 operation).
5
14
M
4
3
2
1
Raising the debris container
S6 S7 S8
Y2 Y1
M2
-
Hydraulic plan
As soon as the solenoid valve (Y1) of the 4/2
9 10 way valve (6) is activated, it switches to the
left-hand switch position. The pump (4)
transports the oil to the hydraulic cylinder (10),
which extends and tilts the debris container.
8
11
The two switches (S5) and (S7) must remain
7 12 depressed until the hydraulic cylinder (10) has
completely extended (two-hand safety
operation).
6
5 13
14
M
4
3
2
1
Titing out the debris container
S6 S7 S8
Y2 Y1
M2
-
Hydraulic plan
The 4/2 directional valve (6) is pressed back
9 10 into the right-hand switch position again by its
spring. As soon as the 4/2 directional valve (6)
is in the right-hand switch position, the gas
pressure spring is able to press the piston
8 back of the hydraulic cylinder (10). The oil
11 flows through the flow rate valve (12), the 4/2
directional valve (6) and the flow control valve
7 12 (13) back into the oil tank (1).
5 13
14
M
4
3
2
1
Tilting back the debris container
S6 S7 S8
Y2 Y1
M2
-
Hydraulic plan
As soon as the solenoid valves (Y1, Y2) of the
9 10 4/2 directional valve (6) and of the 2/2
directional valve (7) are activated, the 4/2
directional valve (6) switches to the left switch
position and the 2/2 directional valve (7) into
8 the right switch position. The net weight of the
11 debris container presses the oil out of the
hydraulic cylinder (9), through the pipe break
7 12 valve (8), the 2/2 directional valve (7), the 4/2
directional valve (6) and the flow control valve
(13) back to the oil tank (1).
6
The pipe break valve (8) is not quite closed by
the system pressure, allowing the oil to flow
5 13
through at a lower velocity.
2
1
Lowering the debris container