HYDRAULIC ELEMENTS 827
Accessories
ACCUMULATORS
Accumulators are employed in hydraulic circuits to store the
excess flow (hydraulic power) from a pump to meet any of the
following requirements:
- to meet the demand for increased flow rates during a
portion of the working cycle, thus allowing a smaller
pump to be used for the system,
- to provide an emergency source of energy to render a
fail-safe system in the event of failure of the pump,
- to maintain the system pressure within tolerable limits in
locked circuits by compensating for leakage flow or
increase in pressure due to thermal expansion and
- to absorb pump flow ripples and pressure surges in a
system.
Accumulators can be of weight, spring or hydropneumatic
type. The hydropneumatic type of accumulators using precharged
nitrogen to act as a spring is commonly used. Nitrogen is separated
from the oil side by a piston, bag or diaphragm. Hydraulic fluid
pressure, when admitted into the oil side of the accumulator, moves
the separator compressing the nitrogen till a balance of pressure is
reached on the two sides. Nitrogen is used in preference to air since
the latter has the tendency to cause dieselling of air-oil vapour. The
constructional details of piston and bag type accumulators are
shown in Fig. 275. The charging unit shown alongside enables
regulated precharging. Accumulators are specified by the maximum
swept volume of oil and the maximum operating pressure. The
diaphragm and bag type accumulators are generally supplied with a
small precharge of gas to protect the separator element.
Presuming the availability of sufficient flow from the pump, the
flow into and from the accumulator is governed by the law
pv" =constant, the index n varying between 1 to 1.3 depending
upon the construction and operation. The accumulator is chosen
based on the requirements of maximum flow and operating
pressure. The precharge pressure of the gas is determined based on
the flow and operating pressure range, aided by the p-v diagram
supplied by the manufacturer of the accumulator. Operation at
higher precharge pressures provides for larger flow for a given
operating pressure range (Fig. 276 ) andis therefore advantageous
particularly in accumulator applications for leakage compensation.HYDRAULIC ELEMENTS
828
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b) Bag type c) charging unit
Fig. 275 Accumulators
a) Piston type
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PRECHARGE
IPRE SSURE ¥91/
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02 03 04 OF 08 07 08 O8
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DISPLACED VOLUME LITRES.
Fig. 276 Flow characteristics of accumulatorsHYDRAULIC ELEMENTS 829
PRESSURE SWITCHES
These are auxiliary control elements required in a hydraulic
system to sense the pressure level in any branch of the system to
electrically trigger any other function in the system. It consists
essentially of a microswitch whose contacts are opened or closed by
a pressure sensing mechanism. Based on the pressure sensing
mechanism the switches are classified as-diaphragm,plunger and
bellows type. A diaphragm type construction is shown in Fig. 277
The deflection of the diaphragm under pressue is utilised to operate
the microswitch. The initial gap between the diaphragm and the
plunger of the switch is adjusted for the desired pressure setting.
Pressure switches can be built for providing signals both at low
and high limits of system pressure and also to operate on a pressure
differential.
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FILTRATION AND FILTERS
Contamination of oil in the hydraulic system is the single
biggest source of failure of hydraulic components and systems. The
close fits in most hydraulic components make it essential that the
level of contamination of fluid in the system be adequately low.
Contamination of system fluid is traced to sources both internal and
external. The internal sources include-the dirt particles such as the
lapping compounds, burrs, scales from hardened components
entering into the system due to improper cleaning and seal
chippings, rags from cleaning cloth and the wear particles generated
during the use of the system. The external sources are-the dirt
~ contained in the fresh oil being filled in and the dust, chips, etc.,
blown in from the surrounding area apart from the unclean handling830 HYDRAULIC ELEMENTS
by the personnel. The effects of contamination are:
~ plugging of orifices,
- scoring of polished surfaces,
- damage to seals and
- silting and wear of critical edges of valves leading to loss of
control in servo systems.
To render a system reliable and long lasting, adequate degree
of filtration of system fluid is essential.
Filters
Filtering media: These offer resistance to flow whereby the
contaminants in the fluid are retained back from flowing through
with the fluid because of the fineness of flow passages and the
tortuous flow paths. A wide range of materials such as wires,
wiremesh, paper, felt, metal discs and sintered powder materials are
used for the media. Wire meshes made from stainless steel, copper
and phosphor bronze form the simplest of filtering media. Wire
cloth, paper and felt are commonly used in pleated form for filter
elements. The elements are provided with suitable backup
to withstand the differential pressure across them due to
fluid flow. Wire cloth filters are manufactured with a filtration
Fig. 278 Disc type filter Fig. 279 Construction of a filterHYDRAULIC ELEMENTS. 831
capacity of 15 um absolute and for pressure differential as high as
300 kgflcm?. They can be cleaned and reused and are suitable for a
very wide temperature range. Backwash by reversed flow, manual
cleaning and ultrasonic cleaning are the methods used for cleaning
these elements. Paper elements are available upto 3° um absolute
filtration capacity and are suitable for a temperature range of 0 to
125°C. Generally paper filter elements are of throwaway type.
Metal and paper discs are used to provide edge type filtration.
Discs are stacked one above the other with discrete gaps in between
(Fig. 278 ) for the fluid flow. The dirt retained at the edges can be
cleaned periodically by a suitable brushing device or by reversed
flow.
Filters: Filters (Fig. 279 ) are integral units housing the filter
elements to enable routing of fluid flow through the filtering
medium in the intended direction. Filter housings are designed to
withstand the system pressure they are subjected to. The filter
cartridges are generally held in position by a spring, with suitable
sealing rings on the end covers of the element to prevent any bypass
of unfiltered oil to the downstream.
A fully clogged element may mean either total blockage of flow
into the system (in case of elements made to full system pressure
differential) or bursting/collapsing of the element and eventual
ieleasing of the entire bulk of dirt retained earlier, leading to total
damage of the system. Often, the filter housings include a valve to
bypass the unfiltered fluid to the downstream at a predetermined
pressure differential. The bypass valve is set well below the
burst collapse rating of the filter elements. Indicators and switches
sensing the pressure differential serve better since they indicate as
to when exactly the filter cartridge needs to be cleaned/replaced,
rather than resorting to adhoc practices on periodic checks.
‘SEALS AND PACKINGS
Seals are devices for closing gaps to prevent leakage or make
pressure tight joints and also to prevent the entry of air and dirt from
outside into the system. A wide variety of seals of different shapes
and materials are used. The material of the seal must be compatible
with the fluid medium. Table 364 indicates the classification of
seals. They are broadly classified as static and dynamic seals.
Static seals
‘ These are employed to provide a seal between two relatively
static or nearly static components. Compression gaskets832 HYDRAULIC ELEMENTS
sandwiched between two surfaces provide sealing at the interface.
Nonmetallic gaskets of cork and paper can be used for pressures in
the range of 1 to 2 kgficm?. Metallic gaskets in the form of flat
sheets, corrugations, round cross-sections, etc., are used for pressures
as high as 1000 kgficm?. Gaskets and beadings are commonly used
for applications such as door flanges and covers of reservoirs.
Elastomeric O-rings are commonly used for static sealing
applications such as-flanges, flange fittings, end covers of valves
and cylinders and in manifold mountings of valves. Different
methods of sealing using O-rings are shown in Fig. 280 . These
rings are generally circular and mounted with a certain preload.
Static O-rings are known to have been used for séaling pressure
upto 2000 kgficm?. The static preload of about 10% to 15% of
O-ring section provides the initial seal with the fluid pressure
providing further sealing action. The groove volume provided
should be about 15% to 20% more than the volume of the O-ring so
as to permit free flow of the material of O-ring at right angles to the
squeeze.
Dynamic seals
Dynamic seals are required to seal the annular gap between
two components with relative movement. The movement may be
rotary or reciprocating.
Reciprocating seals
The dynamic seals for sealing between two relatively
reciprocating parts can be O-rings, lipped seals (single or
multilipped) and piston rings. The O-rings and lipped seals provide
intimate contact of the seal with the surface it is rubbing against,
filling even the undulations due to surface roughness and ovality of
the bore to provide thorough sealing. Elastomeric O-rings are very
popular for dynamic applications because of low cost and small size.
Gencrally a hardness value of HS70 is used for the material of
these rings. These rings as in the case of static applications are
mounted with a preload to provide the initial sealing. The use of
these rings for working pressures beyond 100 kgficm? is not
recommended since they tend to get extruded through the
clearance. For use at higher pressures, O-rings are to be provided
with antiextrusion devices by way of backup rings-generally made of
PTFE (Fig. 282). Also, O-rings in short stroke applications are
found to wear rapidly. Reduced friction and wear can be effected byHYDRAULIC ELEMENTS 833
use of coaxial rings of PTFE (Fig. 281 ). Rings of other cross
sections such as delta, square, multilobed/quad-rings (Fig. 283 )
are used in place of O-rings, for minimum twisting and squeezing
through.
S
a)
Fig. 280 stat sealing with O-rings.
Fig. 281 Coaxial rings Fig. 282 O-rings with backup rings
A, f. SL
Square section ring Tee ring Delta ring Quad ring
Fig. 283
Lip types are by far the most commonly used seals for sealing
“between two relatively sliding parts. The seals are moulded from
synthetic rubber (with or without fabric reinforcement) or leather
(plain or impregnated). Y packings (also referred to as V-rings), the
most popular shape of the lip seals, are used in stacks with suitable
support rings (Tab. 362). The lip seals are assembled with light
preload and proper arrangements for pressuring and lubricating the
seals. The general survey on seals of sealing reciprocating parts and
their guidelines for application are presented in Tab. 386 to Tab. 401.
Use of piston rings made of cast iron or PTFE is popular for
piston seals in providing low load friction and long life and in
applications permitting a certain amount of interport leakage. The
PTFE rings are either solid or split. The solid rings are mountéd with
an interference of about 0.2% on diameter for small pistons and
about 0.1% for large pistons. The ends of the split rings of cast iron
or PTFE are cut as shown in Fig. 284. One ting for every 70
kgficm?, with a minimum of two rings is recommended. The ends
of the adjacent rings are staggered to minimise leakage. These rings
are mounted in grooves with minimum play, of about 0.01 to 0.02
“mm. The rings with butt ends are assembled to'have a gap of not
more than 0.05 mm between the two ends.8 HYDRAULIC ELEMENTS
OO oe
STRAIGHT BUTT CUT STRAIGHT STEP CUT
BUTT CUT AT AN ANGLE STEP CUT AT AN ANGLE
Fig. 285 Chamfering for seal assembly
The seals especially of the rubber type need a surface finish in
the range of 0.310 0.4 mR. on the surfaces they rub against. The
circularity and cylindricity of the bores for the cylinders using
rubber seals can be coarser than for units with piston rings. For
proper assembly, the relevant components are to be suitably
designed. The ends of shafts and bores are to be adequately
. chamfered (Fig. 285 ) to avoid chipping of the seal during
assembly. Units are to be designed eliminating any possibility of the
seals passing over grooves and ports (either during assembly or
working). Otherwise, the ports and grooves are also to be
chamferred to enable the seals move over them freely. Seals are
required to be well lubricated prior to assembly.
Rotary seals
‘The seals for rotary applications can be either lip seals or
mechanical seals. The rotary shaft seals of nitrile rubber are
commonly used for sealing leakage of oil from gear boxes through
bearings, in pumps for preventing the external leakage of oil
through the bearings and. further for preventing air from being
sucked into the pump. They are recommended for peripheral
speeds upto 18m/sec. Good surface finish on the shaft and adequate
lubrication for the seals are essential for proper functioning
Mechanical seals are employed in applications where rotary
shaft seals are inadequate. These are applicable for pressure ranges
upto 200 kgficm? and shaft peripheral speeds as high as 250 misec.
Mechanical seals can be either face or bushing seals depending upon
whether the leakage flow is radial between plain surfaces or axial
between cylindrical surfaces. While axial force controls the leakageHYDRAULIC ELEMENTS 835
in face seals, the radial clearance limits the same in case of bushing
seals. Fig. 286, shows the construction of a simpie face seal. An
elastomeric diaphragm supported by a fixed metal casing provides
the sealing, by pressing against the shoulder of the rotary shaft.
Large area of sealing surface as compared with lip seals backed up
bya spring force results in positive sealing. Being spring loaded, the
seal face is automatically compensated for wear. This type of seal is
suitable for low pressure applications (about 1.7 Agficm?), For more
arduous duties, seals employing two rigid rings~one stationary and
the other rotating-held in close contact by spring pressure are used.
In addition these seals carry secondary seals which are relatively
static (Fig. 287 ). In some instances one of the sealing members is
Press fitted on to the shaft or into the bore of the housing thus
eliminating the need for a secondary seal. It is also possible to make
one of the sealing faces an integral part of the shaft or the housing.
Application of these seals with springs is limited to low pressures
(about 7 kgficm?). For high pressure applications the fluid pressure
itself may be conveniently used to provide the sealing with judicious
design to keep down the friction power loss and wear rate. Materials
of construction for sealing faces can be carbon, plastic or ceramics
against metals and metallic oxides or carbides. For ‘oils, the
. combination of hardened steel with graphite and sintered or cast
bronze may be used. These seals can withstand high pressures and
speeds and can operate even under conditions of Poor surface finish
and lubrication.
seconpany
‘Seas
Fig. 286 Face seal Fig. 287 Face seal with secondary seals
Table 362. Recommended no. of packings per set*
Pressure Leather Homogeneous | Fabricated
keflem? (Natural and | (No. of
synthet tings/sets)
Upto 33
“Based on solid rings836 HYDRAULIC ELEMENTS
CONNECTING ELEMENTS
Interconnection of various elements in a hydraulic system is
obtained through several methods-tubing, hoses and panel
mounting. The panel mounting of elements connecting each other
in a desired pattern by passages within a block (Fig 288 ) is a
popular method. It has the advantage of making the assembly neat
and compact since it dispenses with the pipes, hoses and fittings.
Static O-rings and gaskets are used in the interface to provide the
sealing. The panel may be a single block with drilled interconnecting
passages or an assemblage of grooved plates held together by a
suitable bonding material. In general, panel mounting needs to be
supplemented by tube or/and hose connections to provide flexibility
of making connections and also to meet the remoteness of
disposition of control and drive elements.
Tubings and tube fittings
Connecting two elements by GI pipes with threads at either
ends has its limitations. Tube connections with end fittings are
commonly employed for this purpose in fluid power applications.
Various practices of effecting these joints are known. The ferrule
type compkession fittings are the current standard practice.
Fig 289 shows a male stud coupling for connecting a body with a
tube end. The body end of the coupling is screwed into the body with
a sealing washer in between to provide a‘teak proof joint at the
body-coupling interface. Body end sealing without a sealing washer
is also at times resorted to by using taper threads on the body end of
the coupling. The sealing at the coupling-tube interface is due to the
biting action of the ferrule on the tube. The ferrule is forced into the
conical portion of the coupling by the nut, thereby causing its sealing
edge to bite into the tube in order to take the hydraulic load and to
prevent the leakage along the tube. It is standard practice to classify
ferrule type steel compression couplings based on the pressure
rating as light and heavy (Refer Page 898). BS 4368 and
DIN 2353 may be referred to for details.
Tubes for the above couplings are specified by their outer
diameter. Cold drawn precision seamless steel tubes (as per BS
3601, 3602, DIN 2391, ISO R 560) of adequate wall thickness to
withstand the system pressure are chosen for the purpose. The tubes
can generally be mounted with a bend radius equal to three times
their outside diameter.HYDRAULIC ELEMENTS 837
Table 366 gives different types of couplings to meet the general
industrial requirements. Banjo bolt connections are made suitable
for hose ends and brazed or ferrule type tube connection. These
connectors find application in surroundings with space limitation.
Hoses
Hoses provide for flexible connection demanded of linking two
relatively moving members. They are made of nylon, PVC, flexible
metallic tubes and elastomeric or rubber tubes of reinforced
construction. The elastomeric hoses are the most commonly used
type in the field of oil hydraulics. The basic construction of these
hoses consists of an oil resistant seamless tube of synthetic rubber
(neoprene) with textile, rayon or steel wire braiding for
reinforcement and an outer cover of oil and weather resistant
material. Hoses used in oil hydraulics are classified by SAE into 11
series (100R 1 to 100R 11). The eleven series cover the wide range
of hoses manufactured for various applications (low, me’¥um and
high pressure) based on the material and type of braiding. Each of
the series lists the size range (bores), the recommended working
Pressures, test pressures, burst rating and other properties of hoses.
The end fittings attached to the hose ends (Fig 290 ) may be of
the permanent type or reusable type. The latter facilitates fitting
over and over again, permitting assembling required lengths of hoses
in situ. Hoses need adequate care to be exercised in their application
and installation as regards operation within permissible limits of
pressure, temperature and bend radius. They should in no case be
used as load carrying members. They are to be mounted without any
twist and in configurations shown in Fig 291
ASS
hier
GiHYDRAULIC ELEMENTSHYDRAULIC ELEMENTS 839
HEATERS ANv HEAT EXCHANGERS
The temperature of fluid in the system is required to be main-
tained within certain limits. Industrial hydraulic systems are re-
quired to operate satisfactorily at ambient temperatures ranging
from S°C onwards. The maximum temperature of the system fluid is
limited to about 60°C. Too low a temperature of fluid means high
viscosity and eventual loss of system pressure. Pumps may not be
able to suck at very low temperatures of oil. To overcome the
problem, suitable heaters with controls to limit the temperature
may have to be provided. A working temperature range of 40°C to
50°C is generally preferred. It may be noted that heaters can be
employed for achieving the stable thermal condition within a very
short warm up period.
Too high a temperature of fluid means loss of viscosity and
hence increased leakage, lowered efficiency, oxidation of the fluid
and deterioration of the additives in the fluid resulting in formation
of gums and sludges. Even more critical could be the thermal
distortion of machine members causing machining inaccuracies.
The heating up of oil in a system is due to the combined effect of
ambient conditions and the loss of energy in the system. The loss of
energy in the system may be due to the pump inefficiency, losses in
pipelines and other connecting passages, valves and the bypassing of
unused fluid from the pump under pressure through the relief
valves. Often coolers may therefore be needed to keep the system
fluid temperature sufficiently low. Three types of heat exchanges
are commonly used-the liquid to air, liquid to liquid and refrigerat-
ory types.
The liquid to air or the air cooled type is similar to the au-
tomobile radiators. Oil is circulated through the finned passages to
be cooled by the forced circulation of air from a suitable fan over the
tadiator fins. Air cooled radiators are especially suitable for applica-
tions in areas with scarcity of water supply. Also they are free from
the possibility of any water coming into direct contact with oil.
The liquid to liquid or the water cooled type use water for
carrying the heat away from the fluid. They are more effective even
at a lower differential between ambient and fluid temperature.
‘These coolers are either of the shell type or tube type. These are
made as single pass parallel flow, single pass reverse flow and multi-
Pass counter flow types.