E:T-N | Vickers
Logical Troubleshooting in Hydraulic SystemsIndex
Introduction 3
‘Shutting Down Machines 3
Line Service 3
Checking Faults wee coe 4
Instrumentation Principles and Measuring Instruments 5
Measuring instruments 6
Pressure Gauges 6
Pressure Gauge Installation 6
Flow Meters 7
Flow Meter Installation 7
Machine maifunction procedure 9
Machine faults 10
System faults 10
‘System maifunction 10
System faults "
Unit Fault Preliminary Check 12
Excessive Temperature )
Excessive Noise 4
Excessive Vibration 8
Excessive Leakage 16
‘System test for gear and vane pumps 7
‘System test for piston pumps 18
‘System test for pressure relief valves 20
‘System test for sequence valves at
‘System test for pressure reducing valves 22
‘System test for flow control valves 23
‘System test for directional control valves 28
‘System test for pilot operated check valves 25
‘System test for cylinders 26
‘System test for hydraulic motors. ar
‘System test for accumulators 28
‘System test for coolers 29
‘System test for air leaks 30
‘System test for fluid contamination 31
Pump cavitation 32
Aeration of fluid 3
Re-start procedure 34
Bar trimming machine ~ Troubleshooting exercise 35
Bar trimming machine layout 36
Circuit diagram for bar trimming machine 37
Warning
“Logical Troubleshooting in Hydraulic Systems" is intended as a guide to systematic fault
findings in a hydraulic system. Vickers systems (to the extent permitted by law) accept no
liabilty for loss or damage suffered as a result of the use of this guide. Ifin doubt, always,
refer to the original equipment manufacturer. Refer at all times to the “safety procedure” on
pages 3 and 34.Introduction
It would be a virtually impossible task to
tty to document the cause and remedy
of every possible fault that could occur
‘on even the simplest hydraulic system.
For this reason itis necessary to adopt
logical approach to troubleshooting, in
order to locate a fault as quickly and
accurately as possible. Down time on
‘modern production machinery is very
expensive, so an hour saved in locating
a problem may make hundreds, or
sometimes thousands, of pounds worth
of saving in lost production,
Inevitably, hydraulic systems are
‘becoming more and more complex as
‘methods of controling machines become
increasingly sophisticated, The last ten
years has seen rapid technological
‘advances in the components used in
‘many hydraulic systems, and itis vital that
equipment, or machine manufacturer's
service information or ‘software’ keeps
pace with the actual hardware being
Used.
Itis probably true to say that thoro is stil a
(goneral lack of understanding of hydraulics
in some areas of industry, and in realty,
the job of a hydraulic maintenance eng)
ner is now a specialized occupation with
‘many similarities to that ofan instrument or
electrical engineer.
The object ofthis book is to provide pro-
cedure for a logical approach to trouble~
shooting, which can be extended when
necessary to cover specific machines in
all areas of industry. The fundamentals
‘around which this procedure is devel
‘oped, that is, the control of flow,
pressure and direction of flow, applies
equally as well o a rolling mil in a stee!-
works or a winch drive on a trawler
The Hit and Miss Approach
The only alternative to a logical trouble-
shooting method is the ‘hit and miss’
‘approach, where units are changed at
random until the failed component is
located. Eventually the problem may be
found, but on all but the simplest of
systems this method proves to be
expensive in terms of time and money. It
is usually the case that a large number
of perfectly servicable units are changed
before the right one is found,
‘accumulator is fitted, extra care must be
taken to release the pressure gradually
Safety procedure for shutting
down machines
Tower or
mechanically secure
all suspended loads
‘As with all troubleshooting techniques,
knowledge of components and their
function in a system is vitally important.
Itis probably fairto say that when all the
‘components of a hydraulic system have
‘been identified, their function deter-
mined and the operation of the system
‘as a whole understood, the trouble-
shooter has gone 51% of the way
towards finding the problem. itis impor-
tant therefore, that to make use of this
‘book etfectvely, a good understanding
of the basic principles of hydraulics
together with a knowledge of the opera
tion and application of hydraulic compo-
nents should frst be obtained
‘Shutting Down Machines
Whenever servicing work is carried out
(on a hydraulic system, the overriding
consideration should be one of safety; 0
the maintenance engineer himself his
colleagues and the machine operators,
‘Although safe working practices rely
largely on common sense, itis very
‘easy 10 overlook a potential hazard in
the stress of a breakdown situation.
Maintenance personnel should therefore
relief valve
2 leakage
Monitors pump
performance
by measuring
case leakagein the case of a variable pump, the pump
‘output flow will only be that actually
required by the system at any time. A
{900d indication of pump performance
however, can be obtained by measuring
the internal leakage in the pump, Le.
‘measuring the case drain flow as
ingicated in Figure (B). A certain amount
of case leakage is inherent on brand new
pumps (caused by design clearances,
lubrication ailing ete.) so it willbe
necessary to compare the leakage
actually measured with that for a pump
within full specification. When measuring
‘case leakage itis important that itis
done under steady state conditions, ie
with the pump delivering a constant
volume, The flow meter required will only
have to withstand pump case pressure
(normally around 0.3 bar) and very low
flows so in fact a measuring jar and
stopwatch may be used. Itis important
however that the drain line is NEVER,
allowed to be blocked of
Figure (0) ilusirates a typical oftine
arrangement. The addition of two shutoft
valves in the system allows the system
‘verted through the flow meter. Again a
low pressure meter can be used since the
pump fow is measured at low pressure
although this may not give a true indication
(ofthe purmp outlet at normal working
pressure. As mentioned previous, a flow
] when moton |CE={ motion taking) | _meterin
pace has stopped i pump outet
a a] ves/"istherea veine \\ves|
Correct a eee flow trom tow rom Check next
rotation cree Systm ay vave neue cn or it
y "y wy
isthe para
Reassemble | NO ‘Check the YES
assembled re NES heck he
pune corrector vacuum atine | ( Pereigivaag >] toll vae
cored me mp il rele va
ves{y
TS
Pumpis | YES/vacuum mon
Prime Is the pump i Check he
: cawatng KEY “ans -
pump consult FCR1 (-0.21 bar) bump
SFinores
eck tne Check the
rele vave are
‘onkine
7System test for piston pumps.
ourtet INLET & INLET
ff p--4 ourtet ourlet
6g 0
INLET i
pves Pye 10815
Pres PrB 108 15,
START
ing at pump
cutet
Check drive Is the pump (eading norma ==
‘to pump shatt rotating system
pressure
no
isthe pum ‘othe
Load Is the system Readust | No/ [sme pure Bi NO! check next
system oftoased”) | compensator >mpensator) system prble unto ist
eting Tackot tow
comecty
YES vest
[check pressure] YES/ Is there Re-adust | YES/ Is the reliet insert fow
iron Preten’ KE=X motion taking) | elo valve ‘ave adusiea) | "mete
has stopped sting conedty 7 | pumpcutet
ye
Tethe
Isthe dive \ [Check pressure] YES/ le there ves|
Comet raison) | nhon motor KX mation aking) (fom heck next
tat conrect? has stopped piace he pump unit om it
wy
Adjust 's the pure) Check for | YES/is there tlow\ {Shere fow\ ves
conpersatr Lege ™uponen) | catanen remany valve) (Reveigivag)=O] reel ve
seting rin the system return ine ral! val
ves] wy
Presa]
Prime Is the pump. Check the Is the pump\ NO |” stop andior
Um pamed case drain on maximum compensator
pump primed flow delivery setting
wey ¥
ieee ton ves
Check the [EY passing down\NO| Check the «Si,
rine (OF roe” ae
Noy
Continued on next page
18System test for piston pumps (cont'd)
‘Algo A2
‘ouTLeT INLET & INLET & INLET &
ouTLeT ‘OUTLET ‘OUTLET
Pes Pye 108 15
PFBS PFB 108 15 PVB 20829
Continued from
previous page
+
(Check the
vacuum at the
‘pump inlet
Pump is
cavitating
consult FCRt
19System test for pressure rel
Pt
IT
Insert pressure
‘gauge in TP
is the pres
TP TP
8-08
S10
arenes tate Me gy tozate
system on poo
load a
ws
tsthae \ ves, [check pressure
problem ack rreton ‘ten ton
of flow taking piace has stopped
NO
fairaro ton) No
passing down v0 | continua on |s the relief Re-adjust
ascing dow ee valve acjsteg) ralot valve
tank line, comectly
aes Te
Cheek isihoretod\ veg [check tor
co mere wes] est
valve valve tank the system
ron
check
srovelt
valve
20
Algo BaSystem test for sequence valves
‘Algo B.2
RT-06 & 10 ACT-06 8 10 RG-06 & 10 ROG-06 & 10
Check the
pressures at
FP and 1P2
isthe
ones valve Ro-adiust
adjusted thevalve
correctly
YES
Check No/ eine Is the pit \_ NO Check the
ext unit problem signal pilot signal
on list lack of flow, correct
Wes Wes
is there ox\
Check ES / Sco tow Isthe drain\ YES,.| Check the
the valve ‘down valve line blocked rain ine
rain ine
NO
Shut the system
oun in a sale
concion & remove
ae ond caps
isthe \ YE! Cheek
spool ee next unit
a on list
ve
Check
the valve
atSystem test for pressure reducing valves
Algo B.3
fe 9
1
wal] [
rr
X70 810 XCTOBAI0 —-—-XG-058 10 KCGO6A 10 xeL-03
Insert pressure
gauges in TP!
Tee
meres \No. Isthe \ NO) toad ne
eee system on
ada at sl pumps
yes
Se
J No. Is there \_NO Check for
tec cael mon ang leakegein
sien ace the system
ayes YES
Creek he
Check tho presuure wren
onus mation has
stopped
Tetho No
pressure tsthevahe Re-adust
reading ache valve
corey
Ss
ithe isthe
system \,NO. Check next draining \ESS,| Check the
orc aly unto st wet rain ine
hes ee
anbthe,, \Wp | checknext Check the
Qacesve unit on list valve
Wes
Check the
valve
22System test for flow control valves
Algo Ca
TP1 1P3 TP2
FCG-02-1000
system
problem
flow
Site Insert
Cone ove ns
isan inte -
Sweaty
VES
\s the valve eI a NO ‘Check for
Readust cose am lessin
vai aoe J ion
aes ayes
Tet woot
anges one's
“a “85
ester |quo/‘Srroma\wo (Srra\ ves [Gos
rooin onan
Sym wong x
— pressure pressure ene
Tes eo
Taso Check he
ongest rk
‘System is. Are the
stalled, Check NES) readings at NO Insert gauge
seater an Pe abs
isracua ihosame
‘anonra | ves /Ovecga\ no. [cmm
cxeporsaing wosdne aay
erect ae fee ae
et
23System test for directional control valves
Da3se ‘igo bt
me Dgsse-t0e
wee na
rer Ad 48 tre ots
Pus
ty p61784-06 7%
zl JL Tr Tee
el tr fer
Ie
SLL Eu
Te Tre Tepe
Troon
gauges
ee tbe
Opewaisvave Operate vave
mal realy
Pion Pie
Tstherea ‘ote Tetheroa =
reading ‘system on, road ae) reading ‘the
on TP1 load system on TP2 system
Check pit Check it
supply supply
Isthere \NO Is reading \NO Is there \NO-
‘motion taking Check the full system ‘motion taking coneck
place valve pressure place 0
ve eS
Walt on Walt on
mation nas Ghecknent | | motor nas
finished unit on list finished
24System test for pilot operated check valves
TP2
Algo E.4
406-06 810 4oT.06 8 10
=
gauses
ite.
Tek ee
sure wih ow
poritiey
‘ee
Ts the \ ves [— Check
pressure hes
Gteronco oe
v
Taso gauge
bist eseare
tne
Is pilot pres- NO Check
sue saison) mt
= var steely
oss
fina ston 8S /Does it mee YES [Check
problem valve is required a
‘wee ‘oat
vr iO
eck or
Check next Check for
‘unit on list in pilot line.
25System test for cylinders
P C
pe
Double acting
Algo G1
<<
Double acting double rod
Bleed air
from cylinder
bleed points
Fully extend
cylinder to end
of stroke
¥
Offload or
release system
Pressure at
eylinder ports
¥
Disconnect
annulus
connection of
cylinder
¥
Apply pressure|
to full bore end|
¥
Check next
Unit on list
is ol leakin
‘rom annulus
oylinder
‘Check the
cylinder
26System test for hydraulic motors
[check pressure}
‘at motor
inlet port
25M, 35M
45M, 50M
heck ors
rena Teen
pce
Uyes
Grea res
otter
Isback \ YES ‘Check for
pets secon
ieee vara
re
Grek ot
pet
Disconnect] NO YES
moe cna ges ton chest
ma urs Lem "sors wemotr
‘aed
Is shaft be Check
ee wena
Tpves
Chek
vent
on
27System test for accumulators
e
|
Algo Jt
Tnsert test gauge in
{928 side of accumu-
lator as manufactur
ers instructions
v
Discharge fluid from
‘accumulator and
check gas pressure
v
Ts the pre:
charge
pressure
correct
Charge with
ritrogen to
correct
pressure,
wes
‘Stop pumps
and discharge
‘accumulator
v
Insert pressure
gauge in uid
line
v
[charge accumu:
lator to fluid sys-
‘tom pressure
v
Ts the No/istepes\ ves /Tstherelet \ yes [Check the accu
pressure sure switch valve of com- mulator according
reading setting ppensator ad- to manufacturers,
correct correct lusted corecty instructions
wes Vv NO Vv No
Check Re-adjust Readjust
next unit pressure if valve or
on list ‘switch ‘compensator
28System test for coolers
Algo J.2
Check the oil temp
‘atthe outlet port
As the water out
lsttems higher Checkthe
fanmdortney Soler
‘eo
wes
Isthe water\ YES
he wate Check water
‘too high: ‘supply
isthe
Chock or
fom loses inthe
ne ool yom
dyes
Check the
cooler
ol he cooler
{sere a dite YES [cosas workin
Is the tomp ce betwoon 0 “Check noe one
‘wo high inet and outet ares
a
is te water 4 when ol
Open water supply has reached
valve etched on vworang tome
isthe
Readust thermostat
thermostat pee
29System test for air leaks
‘Algo Lt
Check pipe
fitings
Tighten or
Are fittings repace worn
tight fittings
‘Smear each
joint with grease
‘one ata time
Has the Continue Has the \NO[ Check the —
ump noise along the pump noise pump shaft >| “grease
changed faints changed seal s
ves YES vu
heck that
The last joint Has the pump and
was causing] ] pump noise strainers are
aeration changed below fd
Ge level
Famnove pump
and replace
shatt and seal it
needed
Fill tank to
Are they
correct level
below fiuld
level
ay ves
Chack Tor
porous hoses
and pipe
fractures
30System test for fluid contamination
Algol
Draw otra
sample and
compare with
‘resh fuid
aypemaam NO /Doesino \.NB] Satniesio Ln insnedoimne [a] serene te
Bio appear ‘uid appear siandorone F>] witha staiow [> incine atthe
\'o be darker, y hour together angle same time
Tes wes
Thisoiinas | | Poura guantiy
oxidized tee
‘and heat
an a Ne id they
Can ape OF ow tie poe they \ Nol” The fuidis
Bo Roard at to stand ihe samo Py ewer
the test tube ‘speed y
u YES u u YES
The fluid is Do air NO] This fluid is
water laden bubbles polluted ey
pte pte polled is correct
The tid
badly
‘aerated consult
FcR?Pump cavitation
(F100 small
Clean or replace element
Local restriction in suction line €.g
partly closed valve or hose collapse
(Open or modify valves,
renew houses, etc
Failure of boost pump
Repair or replace boost
pump
ron
rawr cause neweoy
Secon sae amed
rane ok Cian osenen
‘suction line Modify pipe layout
[| susiontnetoing fof Paiceram or
| Fuld too cna a
we
caviafon
fr beaher based
ts Pump running oo fast
Reduce 10
recommended speed
LJ Pump mounted too high
‘above oil level
|
Modity pump installation
32Aeration of fluid
FAULT
‘Aeration of a
fluid
CAUSE
FOR
REMEDY
Reservoir fluid level low
Fillo correct level
Poor reservoir design
Modity design
Return line in reservoir
Tid
Extend retum pipe
(or damaged
above fluid level below fluid level
— Unsuitable uid t——*| Replace with correct fluid
|__[ Pump shart seal worn
Renew seals
‘Suction line joints
allowing entry of air
Renew or tighten joints
Porous suction hose
Renew hose
Improper bleeding
Lil
Re-bleed system
33Re-start procedure
Start the
system
start-up
re-stariing
Have the
‘cases of pumps Filup case
& motors coe
been filled
Will the systom\_YES. Bleed or
require bleeding prime as
‘or priming necessary
Have all safety Remove
interlocks salety
interlocks
‘Sound alarm
aware the or inform all
machine is personnel
‘Aigo 06
Has the
cause of the aren
failure been ere
es investigation
Clean or flush
the system as
failure or during required
eplacement
Modity or
unit the replace wth
correct one correct unit
Ae all
hydraulic Remedy
connections installation
correct
Ave all
electrical Remedy
connections installation
correct
Is the unit No ‘Adjust to
Is the unit adjusted to a sate) asafe
adjustable condition for condition
34