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Lecture 32
Lecture 32
Learning Objectives
1.1 Introduction
The working medium in hydraulic systems is a fluid. Till the early 20th century, water was used as a
fluid. Water as a working fluid had many drawbacks, such as low freezing point, corrosive (rust
formation) nature and poor lubrication characteristics. Gradually, various oil-based fluids that had the
desirable properties were developed for use in hydraulic systems.
In a hydraulic system, a hydraulic fluid has to perform various functions, such as follows:
To transmit power, which is the primary function?
To lubricate various moving parts, so as to avoid metal-to-metal contact, and reduce wear and
noise.
To carry the heat generated in the system due to friction between moving parts and moving fluid,
and to dissipate to the environment either through a suitable heat exchanger or through the
reservoir.
To perform these functions and make the system work efficiently, a hydraulic fluid must be clean and
should possess certain properties.A hydraulic system is fairly easy to maintain: the fluid provides a
lubricant and protects against overload. But like any other mechanism, it must be operated properly. You
can damage a hydraulic system by too much speed, too much heat, too much pressure or too much
contamination.
Most of these and similar kinds of problems can be eliminated if a plant-preventive maintenance
program is undertaken. This starts with the fluid power designer in the selection of high-quality,
properly sized components. It is important for the total system to provide easy access to components
requiring periodic inspection such as filters, strainers, sight gauges, drain and fill plugs, flow meters, and
pressure and temperature gauges.
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Over half of all hydraulic system problems have been traced directly to the oil. The test kit may be used
on the spot to determine whether fluid quality permits continued use. Test that can be performed include
the determination of viscosity, water content and particulate contamination level. Viscosity is measured
using a visage viscosity comparator. Water content is determined by the hot-plate method. Contamination
is eliminated by filtering a measured amount of hydraulic fluid, examining the particles caught on
the filters under microscope and comparing what is seen with the series of photos indicating
contamination levels.
For preventive maintenance techniques to be truly effective, it is necessary to have a good report and
record system. This report should include the following:
The types of symptoms encountered, how they were detected and the date.
The description of the maintenance performed. This should include the
replacement of parts, the amount of downtime and the date.
Records of dates when oil was tested added or changed. Dates of filter changes
should also be recorded.
Proper maintenance reduces hydraulic troubles. By caring for the system using a regular
maintenance program, we can eliminate common problems and anticipate special ones.
Cleanliness is the first requirement when it comes to servicing hydraulic systems. Keep dirt and
other contaminants out of the system. Small particles can score valves, seize pumps, clog orifices
and cause expensive repair jobs.
How to keep the hydraulic system clean? Let us put it this way:
We cannot get peak performance out of a hydraulic system that is not clean. Despite all
the precautions taken when working with the hydraulic system, some contaminants get into the
system anyway. Good hydraulic oils hold these contaminants in suspension and filters collect
them as the oil passes through. Good hydraulic oil contains many additives that work to keep
contaminants from damaging or plugging the system. However, these additives lose their
effectiveness after a period of time. Therefore, oil should be changed at the recommended
intervals to make sure that the additives do their job. The system filters can absorb only a
limited amount of dirt particles and other contaminants from the oil. After that the filters stop
working. At this point, the filters should be cleaned or replaced with new ones so that the cleaning
process can be maintained.
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1.3.1 Draining the System
Periodic draining of the entire hydraulic system is very important. This is the only positive way to
completely remove contaminants, oxidized fluid and other substances from the system. The machine
operator’s manual tells the method to be used, and the frequency, depending on conditions.
In some hydraulic systems, there might be deposits left in the system. It is advisable to clean and
flush the system after draining the oil out. After draining the system, clean any sediment from the
reservoir and clean or replace the filter elements. Flush out the old oil remaining in the system after
draining, particularly if the oil is badly contaminated. Drain out the flushing oil and refill the system
with clean hydraulic oil of the recommended type. Be sure to clean or replace the system filters
before refilling the system.
Before filling the system, be sure the area around the filler cap is clean. Fill the reservoir to the
specified level with the recommended hydraulic oil. Use only clean oil and funnels or containers, and
then be sure to replace the filler cap before operating the equipment.
Heat causes hydraulic oil to breakdown faster and lose its effectiveness. This is why cooling of the oil
is needed. In many systems, enough heat is dissipated through the lines, the components and the
reservoir to keep the oil fairly cool. But on high-pressure, high-speed circuits, oil coolers are needed to
dissipate the extra heat.
To help prevent overheating, keep the oil at the proper level; clean dirt and mud from lines, reservoirs
and coolers; check for dented and kinks lines; and keep relief valves adjusted properly. Also be
careful to not over speed or overload the system and never hold the control valve in power position
longer than necessary.
Gases can be present in a hydraulic fluid (or any other fluid) in three ways: free air, entrained gas and
dissolved air.
Air can exist in a free pocket located at some high point of a hydraulic system (such as the highest
elevation of a given pipeline). This free air either existed in the system when it was initially filled or
was formed due to air bubbles in the hydraulic fluid rising into the free pocket. Free air can cause the
hydraulic fluid to possess a much lower stiffness (bulk modulus), resulting in a spongy and unstable
operation of hydraulic actuators.
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1.4.2 Entrained Gas
Entrained gas (gas bubbles within the hydraulic fluid) is created in two ways. Air bubbles can be
created when the flowing hydraulic fluid sweeps air out of a free pocket and carries it along the fluid
stream. Entrained gas can also be created when the pressure drops below the vapor pressure of the
hydraulic fluid. When this happens, the bubbles of hydraulic fluid are created within the fluid stream.
Entrained gas can cause cavitation problems in pumps and valves. These gases can greatly reduce the
effective bulk modulus of hydraulic fluids, resulting in spongy and unstable operation of hydraulic
actuators.
Vapor pressure is defined as the pressure at which a liquid starts to boil and thus begins changing into a
vapor. The vapor pressure of a hydraulic fluid (or any other liquid) increases with an increase in
temperature. Petroleum-based and fire-resistant phosphate ester fluids have very low vapor pressures.
Cavitation occurs because the vapor bubbles collapse as they are exposed to the high pressure at the
outlet port of the pump, creating extremely high local fluid velocities. This high -velocity fluid
impacts internal metal surfaces of the pump. The resulting high impact forces cause flaking or pit ting the
surfaces of internal components such as gears, vanes, etc. Cavitation also interferes with the
lubrication of mating moving surfaces and thus produces increased wear.
One indication of cavitation is a loud noise emanating from the pump. The rapid collapsing of gas bubbles
produces vibrations of pump components, which are transmitted into pump noise. Cavitation also causes a
decrease in the pump flow rate because the pumping chambers do not completely fill with the hydraulic
fluid. As a result, the system pressure becomes erratic.
Dissolved air is in the solution and thus cannot be seen and does not add to the volume of the
hydraulic fluid. Hydraulic fluids can hold an amazingly large amount of air in the solution. A
hydraulic fluid, as received at atmospheric pressure, typically contains about 6% of dissolved air by
volume that increases to 10% when pumped.
Dissolved air creates no problem in hydraulic systems as long as the air remains dissolved. However,
if the dissolved air comes out of the solution, it forms bubbles in the hydraulic fluid and thus becomes
entrained air.
The following will help control or eliminate pump cavitation by keeping the suction pressure above the
vapor pressure of the fluid:
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1.5 Troubleshooting Guides
The following troubleshooting guides are arranged in five main categories. The heading of each is a
symptom that indicates some malfunction in the system. The causes and remedies are given in Tables
1.1–1.5.
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Motor or Overhaul or replace defective parts
coupling worn
or
Relief valve Setting too Install and adjust pressure gauge
noisy damaged
low or too
close toheat
Table 1.2 Excessive
Symptom another Causevalve Remedy
Pump heated setting
Fluid heated See symptom “fluid heated”
Cavitation Any or all of the following:
Replace dirty filters.
Wash strainers.
Clean the clogged inlet line.
Clean the reservoir breather vent.
Change the system fluid.
Change to proper pump drive motor speed.
Overhaul or replace the pump.
Check fluid temperature.
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Pump to drive coupling sheared Check for the damaged pump
Replace and align coupling.
Pump drive motor turning in the Reverse rotation
wrong
direction control set in the wrong
Directional Any or all of the following:
direction Check the position of manually
operated controls.
Check the electrical circuit on
solenoid- operated controls.
Repair or replace pilot pressure
pump.
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Table 1.4 Incorrect pressure
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Table 1.5 Faulty operation
Symptom Cause Remedy
No movement No flow or pressure See “incorrect flow”
Limit or sequence device Overhaul or replace part
inoperative or misadjusted
Mechanical bind Locate bind and repair
No command signal to the servo Repair command console or
amplifier interconnecting wires
Inoperative or misadjusted Adjust, repair or replace part
servo amplifier
Inoperative servo valve Overhaul or replace part
Worn or damaged cylinder or Overhaul or replace part
motor
Slow movement Low flow See “incorrect flow”
Fluid viscosity to high Check fluid
temperature.
Check system fluid
viscosity, change if
necessary.
Insufficient control pressure for See “incorrect pressure”
valves
No lubrication of machine ways Lubricate
or linkage
Misadjusted or malfunctioning Adjust, repair or replace part
servo amplifier
Sticking servo valve Clean and adjust or
replace part.
Check the condition of
system fluid and filters.
Worn or damaged cylinder or Overhaul or replace part
motor
Erratic movement Erratic pressure See “incorrect pressure”
Air in fluid See “excessive noise”
No lubrication of machine ways Lubricate
or linkage
Erratic command signal Repair command console or
interconnecting wires
Misadjustment of Adjust, repair or replace part
malfunctioning servo amplifier
Malfunctioning feedback Overhaul or replace part
transducer
Sticking servo valve Clean and adjust or
replace part.
Check the condition of
system fluid and filters.
Worn or damaged cylinder or Overhaul or replace part
motor
Excessive speed or movement Excessive flow See “incorrect flow”
Feedback transducer Overhaul or replace part
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1.6 General Safety Rules for Electricity and Electronics
Following are the general safety rules for electricity and electronics:
Directed short (at power supply, electrical bus and load): A direct short is when too much
current is sent back to the power supply overloading it, generally blowing a fuse.
Cross short: A cross short is created by one or more wires (cables) bypassing the load causing a
direct short to occur.
High resistance connections (too many connections at the terminal eye).
Low voltage or over voltage at the solenoid.
Corrosion.
Partially or fully blocked hoses.
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Wire connections are open internally
Lack of source pressure (at the compressor or on the service unit).
Sticking spool.
Diaphragm not working.
Exhaust ports blocked.
Gaskets mounted incorrectly.
Faults caused by wear or external influences.
Caution: Short circuiting of the power supply is not recommended without the installation of a
“circuit breaker” to protect the equipment and the user.
Causes and remedy for troubleshooting for direct shorts and faults in relay coil is given in Tables 1.6
and 1.7.
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Table 1.7 Faults in relay coils
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1.7 Maintaining and Disposing of Fluids
Controlling pollution and conserving natural resources are important goals to achieve for the benefit of
society. Thus, it is important to minimize the generation of waste hydraulic fluids and to dispose them
in an environmentally friendly manner. The following are some recommendations that should be
adhered to strictly for properly maintaining and disposing hydraulic fluids:
Select the optimum fluid for the application involved. This includes the consideration of the
system operating pressures and temperatures as well as the desired fluid properties.
Utilize a well-designed filtration system to reduce contamination and increase the useful life
of the fluid. Filtration should be continued and filters should be changed at regular intervals.
3. Follow a proper storage procedure for the unused fluid supply. For example, outdoor
storage is not recommended, especially if the fluid is stored in drums as it is affected by
increment weather and resulting weakening of drum seams may occur and cause
leakage and contamination.
Fluids from the storage containers to the hydraulic systems should be transported carefully as
the chances of contamination depend to a large extent on handling. The transfer containers
should be covered when not in use.
Operating fluids should be checked regularly for viscosity, acidity, bulk modulus, specific
gravity, water content, additive levels and particle contamination.
The entire hydraulic system, including pumps, piping, filters, actuators and reservoir, should
be maintained according to the manufacturer’s specifications.
Corrective action should be taken to reduce or eliminate leakage from operating hydraulic
systems. Typically leakage occurs due to worn seals or loose fittings. A preventive
maintenance program should be implemented to ensure ideal operating conditions and reduce
contamination, leakage, etc.
Pollution control and conservation of natural resources are critical environmental issues for
society. Properly maintaining and disposing of fluids not only protects the environment but
also conserves our natural resources.
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Objective-Type Questions
Fill in the Blanks
1. Dissolved air creates no problem in hydraulic systems as long as the air remains dissolved.
2. Most of fire-resistant fluids are compatible with most natural or synthetic rubber seals.
3. The neutralization number is a measure of the relative acidity.
4. A 10 µm filter is one capable of removing contaminants as small as 10 µm in size.
5. Free air can cause the hydraulic fluid to possess a much lower stiffness.
Review Questions
1. Name five reasons for the overheating of the fluid in a hydraulic system.
2. Name four causes of low or erratic pressure.
3. What three devices are commonly used in the troubleshooting of hydraulic circuits?
4. Name five of the most common causes of hydraulic system breakdown.
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Answers
Fill in the Blanks
1. Power
2. Oil
3. Vapor pressure
4. High
5. Oil
1. True
2. False
3. True
4. True
5. True
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