TA27-44E
CONTROL VALVE
Ac a street intersection, the directions of car
traffic change according as the go-stop signals change.
The go-stop signal is to the flows of cars what the
control valve is to the flow of oil in the hydraulic
system.
The control valve is a direction control valve. It
may be called a flow direction switching valve or even
an oil-flow direction selector valve.
How the direction of oil flow can be changed in the control valve? The answer is in
the basic principle illustrated above. Note that there is only one oil inlet, whereas there
are two oil outlets. With the spool in the right-hand position, the oil flows from the
inlet into the right-side outlet port.
Move the spool to the left-hand position, and this closes the right-side outlet port
by one of the spool lands while the other land opens the left-side outlet port. The inlet
‘ort remains open, so that the oil now flows into the
efeaide outlet pore. The change of direction is rom
right to left in the control valve. Moving the spool to
the original position changes the direction from left
to right.
Each arrow in the symbol may be thought of as if
T
it were an individual passageway. A symbol is static, cat
and you have to move it in your mind to see how the
control valve works.-2-
To tank
This control valve is slightly different from the one we've just seen. It gives you three
directional choices. Its symbol has three boxes. How the internal oil passage in the
control valve can be modibed wil be explained in thee seepat
SPOOL IN THE MIDDLE POSITION
The pressurized oil being delivered from the oil pump enters the inlet.
The two outlet ports closed are indicated by inverted “T” marks in the symbol. The
oil from the pump makes an “about-face” and goes back to the oil tank. Note that the oil
in the two lines connected to the hydraulic cylinder is trapped to keep the piston
immovable. This position of the spool corresponds to the HOLD position of the control
valve.
SPOOL MOVED TO THE RIGHT
The oil flows into the expanding side of the hydraulic cylinder to do “work”. The
ide outlet port, however, is open to the line connected to the contracting side of the
cylinder, so that the oil in that side flows into this port and returns to the oil tank.
SPOOL MOVED TO THE LEFT
The left-side outlet port is now open to the pressurized oil while the right-side one
becomes isolated from the pressurized oil but is opened to the line connected to the
expanding side of che cylinder, thereby allowing the hydraulic cylinder to contract.
<
>This valve is functionally identical to the preceding one. The difference is that its
spool has an internal oilway, whose inlet and outlet ports are so positioned as to meet the
ports provided in the valve body. Because of the internal oilway of the spool, the valve
construction is simpler.
SPOOL IN THE MIDDLE POSITION
T=-
The pressurized oil delivered by the pump flows through the spool and returns to the
tank, The lands of the spool isolate the ports leading to the two oil lines connected to the
hydraulic cylinder.
SPOOL MOVED TO THE LEFT
The line from the pump is communicated to the line connected to the expanding side
of the hydraulic cylinder, and the line connected to the contracting side becomes cleared
in the control valve to let the oil flow back to the tank.
SPOOL MOVED TO THE RIGHT
—
——
The, relative positions are reversed in the control valve. This time, the oil in the
expanding side of the hydraulic cylinder returns to the oil tank, while the pressurized oil
ic admitted into the contacting de to push the piston in-FUNCTION OF THE CHECK VALVE
IN THE CONTROL VALVE
You are supposed to have learned the
construction and operation of the check
valve. If you haven't, read the Training Aid
TA27-41, which will furnish information ne-
cessary for making the following discussion
more meaningful to you.
When you switch the direction of oil flow
in the control valve, sliding the spool to one
side, thereby opening one outlet port and
closing the other one. The opening and
closing actions are not simultaneous. Opening
precedes closing.
The top picture shows the spool in HOLD
position. The second picture indicates the
transition from HOLD to UP position. Note
that the outlet port on the right is partially
‘open while the pressurized oil is still flowing
Bick to the tank. The pressure is low under
this condicion, so that the oil in the space
under the piston flows back into the control
valve, This is when you experience a momen-
tary dip of the fork or blade
The spool has completely shifted to UP
position, with the flow of oil to the oil tank
shut off, so that the pressurized oil forces its
way into the raising (expanding) side of the
hydraulic cylinder.
To prevent the momentary dip during the
transition from HOLD to UP, a check valve is
installed within the control valve. The check
valve prevents the reverse flow of oil from the
hydraulic cylinder during the transition,
If the pump should fail while the hydrau-
lic eylinder is lifting a load, the check valve
closes, so that the cylinder comes to standstill
as if in HOLD condition.
‘The check valve is thus installed in.a path
of oil in which the oil is expected to flow by
forcing itself,
The check valve opens only when the
control valve is in UP position, and has
nothing to do with oil flow in DOWN and
HOLD positions, Its symbol suggests this
function, There are two ways. of indicating
the check valve in the symbol for the control
valve. The two, shown on the right, mean the
same thing a far as the check valve is
concerned.Here is another control valve with che
check valve. It is not different in control
function from the one shown in page 4, The
difference, however, is in construction.
Note thatthe pressurized oil from the
pump forces the check valve to open not only
when the oil goes to the expanding (lifting)
side of the hydraulic cylinder but also when it
goes to the contracting (lowering) side.
The symbol for this control valve has its
check valve indicated as installed in the way
illustrated above.
‘The lift cylinder in a forklift truck is of
single-acting type. It moves for lifting action
ty receiving the pressurized oil from the oil
pome. Tes downward motion for lowering the
load or fork depends on gravity.
‘The control valve for meeting this require
ment is constructed as shown on the left. A
distinct feature is that the check valve is built
within the spool.
Whether the hydraulic cylinder lifts or
lowers the fork, the oil flows past the check
valve from the oil pump (fr lifting) and from
the cylinder (lowering). The position of the
check valve is indicated in the control valve
symbol just as the check valve is actually
located in place
This a typical control valve for dump
cylinders. Two check valves are used. One is
for dumping action and the other is for tilting
action.
Each check valve opens when the oil goes
to and returns from the cylinder. The valve
getting opened by the returning oil does not
serve any functional purpose and is merely
superfluous.FLOATING
When lifting side and lowering side of a hydraulic cylinder are intercommunicated,
the piston and piston rod is obedient to the external force including the gravitational pull
The hydraulic cylinder is then said to be in “floating” condition, and the control valve
position for placing the hydraulic cylinder in that condition is designated as FLOAT.
In a bulldozer, moving the blade control valve into FLOAT position “floats” the
blade on the ground surface. The blade then obeys the ups and downs of the ground
surface, The blade is often used in this manner in finishing of a leveled ground surface
Removing or re-mounting the blade is a big job. This job can be facilitated by placing
the two life cylinders in “float” condition, so that the piston rods can be positioned by
hand to align the pin holes at the connecting points.
‘The cross section, shown above, indicates the control valve spool in its FLOAT
position. Each twoheaded arrow means that the oil can move back and forth there. In
the control valve in this condition, the four places holding oil are intercommunicated.
This condition is represented by the FLOAT part of the control valve symbol, which
is the leftmost box. The intercommunication is signified by the mark resembling the
letter “H”.I
A
yi
The two cross sections, shown above, refer to the same control valve, and are taken at
glanes prpendicolar o each other, The symbol, gen above, sands for this control valve.
Note the two-headed arrows: you'll see that the oil in the two sides (lifting and lowering)
can freely flow in and out, depending on the movement of the piston.
In this and the preceding control valve, a pressure regulating valve is provided at the
oil inlet. There is no need of installing the regulating valve within the control valve, but
the indicated integral construction is the common practice because it results in a simpler
overall construction. The anti-vacuum valve is attached direct to the control valve body
for the same reason.
You are advised to read the Training Aids on pressure regulating valves|(TA27-43] and
41).
anti-vacuum valves|(TAHOW THE SPOOL IS ACTUATED
In the control valve assembly shown on
the right, the control lever is connected
directly with the spool. This is one way of
connection. The symbol for a direct-
connected control lever is as shown.
AU)
Another way of connection is shown on
the right. Here, levers and a link rod transmit
the actuating motion of the control lever.
Aux)
A pedal may be used instead of the control
lever indirectly connected with the spool. For
such a pedal, a different symbol is used:
Atl
Where there is no need of showing the
distinction between “hand” and “foot” in
actuating the spool, the usual practice is to
use this symbol
cS
s
In some cases, a pneumatic servo-motor is
used to actuate the spool. This is the symbol
for the servo-motor:
URSUTZI)HOW THE SPOOL POSITIONS ARE ACCENTED
‘The sliding motion of the spool is smooth
and hiechless from one end to the other of the
stroke. Where, then, that arresting action
(which you feel on the control lever each time
you move it) comes from?
‘The arresting fox locating) means. is pro-
vided at one end of the spool. Its cross section
is shown on che left. In one form of the
arresting means, two plungers, spring-loaded,
are carried by the spool end, and the sleeve
enclosing this portion of the spool has as
many annular grooves on its bore as there are
control valve positions.
In another form, an arresting ball, spring-
loaded, is provided’ in the sleeve, while the
annular grooves are cut on the spool end, as
shown on the left.
In either case, it requires a greater force to
move the spool when the plungers or ball isin
the groove. These arresting positions are so
located as to correspond to the respective
flow control positions of the spool.
Whether the arresting grooves are on the
spool or not, the symbol suggests the arresting
positions in this manner:
:
ATX
In still another form, a compression coil
spring and two collars are provided on the
spool end. You force the spool to its leftmost
ot rightmost position against the spring. Re-
leasing the control lever allows the spring to
bring the spool to the middle position. The
symbol for this spring-urged locating means is
this:
AMUISIX™
The locating means shown on the left is of
spring-urged type with an arresting ball-and-
groove (er dent) feature. The spool is always
urged toward the HOLD position. Despite the
force of the spring, the arresting ball keeps
the spool locked in the FLOAT position. With
the spool in FLOAT, you have to apply an
extra force to the control lever to release the
spool from that position,
VvTwo or more hydraulic cylinders, identical in construction and performing the same
function in unison, can and should be controlled from one and the same control valve.
Two lift cylinders in a bulldozer or dozer-shovel are a good example of this.
Where more than one kind of hydraulic cylinder are used, each kind must be
controlled from its own control valve, regardless of the number of cylinders for one kind.
The dozer-shovel has two lift cylinders and two dump cylinders, so it has two control
WIAIX) TX)
a
There is only one-hydraulic pump in a machine in most cases. Connecting this pump
to the two control valves, as shown above, is wrong, because, with one control valve in
HOLD, the oil being delivered by the pump will all return to the oil tank through that
valve, so that the other control valve becomes unable to move the cylinders it serves.
How to connect the two control valves to the oil pump in such a way that the only
being delivered by the pump will return to the oil tank when and only when the two
valves are both in HOLD position — this is solved by the following arrangement:
In a circuit diagram showing the two valves, however, you ean quickly see how the
requirement is met.
Tolowering sd Tonk Tolowerng ide B85
itt evtinder) Ay 4 Gitteyiney § 5 33
—_—,
Mais,
pee IT ee
To ting side Gump cinder
4 From pum
‘To dump side (dump cylinderTANDEM CONNECTION Lit eytinder
T
ART TXTHF=
ob —— o_o
— T
7 i
ise np
With the dump control valve in HOLD position, the oil from the pump does not flow
back from this valve to the oil tank but goes forward to the lift control valve, so that the
life cylinders can be actuated.
i— t=
a A |
AGL
a
Moving the dump control valve into another position than HOLD closes the line
leading to the lift control valve. Hence the dump cylinders can be actuated.
The dump control valve is now moved into TILT position for tilting the bucket
backward. The oil from the pump does not reach the lift control valve so that the dump
cylinders can be actuated.
PARALLEL CONNECTION
AGE
LATEX
Lu.
Lift evinder
| From pump
In some cases, it may be desirable to have both kinds of cylinder (lift and dump)
capable of doing work simultaneously. For such applications, a slight modification of the
tandem-connected control valves with an additional interconnection between the two
results in the above arrangement.
SERIES CONNECTION
Dig cytinder
FE — wrist enter
4 1 From pump
This system permits both dig and wrist cylinders to be actuated at the same time, but
the dig cylinders are subordinated to the wrist cylinders so that only the leftover energy
goes to the dig cylinders, “11
>SMOOTH-ACTION FEATURE OF THE SPOOL LANDS
The spool lands we have thus far seen in the illustration looked like the one shown on
the left, Actually che spool lands are machined as shown on the right: each land has
notches at its shoulders and annular (ring-like) grooves on its cylindrical surface.
See how the sharp-shouldered land (on the left) opens che oil passage. The moment,
the shoulder part departs from the bore, oil begins to flow in all around the shoulder.
‘This initial ld wil be considerably large: it could shock the hydraulic cylinder. Moving
the spool very slowly might avoid such a shock, but this manner of control lever
manipulation is not practical. With small notches provided at the shoulder part, you can
produce a very small initial flow. In closing, the interruption of oil flow will be abrupt
With the sharp-shouldered land but will be smooth and shock-free with the notched-
shoulder land.
Why annular grooves are provided on the land illustrated above? The cylindrical
surface of the land is subjected to radial force due to the oil pressure in the sliding
clearance. With this clearance perfectly uniform, the radial force will be neutralized or
canceled off to keep the land centered in the bore. But fine solid particles carried by the
oil can get into the clearance, making the clearance unequal around the land. When this
‘occurs, one side of the land gets greater inward push than the other, so that the other side
will rub against the bore to make the spool “sticky or heavy.”
With many grooves cut on the land surface, you can be sure of evenly distributed
radial force due to oil pressure and, therefore, of the land staying centered in the bore for
smooth spool movement.
Despite the pressure equalizing feature, the spool could become sticky or heavy when
(1) large solid particles get stuck in the radial clearance around the lands, (2) the valve
body is strained on account of improper valve setting or pipe connection, (3) the radial
clearance is so small that the thermal strain of the valve body due to the rise in oil
temperature introduces interference or rubbing contact of the land in the bore, or (4) no
provision is made to absorb the thermal expansion and contraction of the pipes
connected to the valve.
ass
Printed in Japan
02-90(25)01004
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