Professional Documents
Culture Documents
com
I. Introduction
For several years, the control of pneumatic and hydraulic systems has greatly improved. Technological
advancements, supported by the integration of better components, better tools, as well as the
introduction of electronic components have helped to improve these systems.
The applications of pneumatics and hydraulics are currently more and more numerous and their
devices are present almost everywhere. The field covered is vast, all sectors of activity are
concerned: automotive, aeronautics, aerospace, marine, civil engineering, agri-food, oil, chemical
and pharmaceutical industries, etc.
In this chapter, we present the main concepts encountered in pneumatics and hydraulics. The
different components used are also described, including distributors and actuators.
Enslavement
Sensors
II.1 Pneumatics
Pneumatics is a field of technology that uses pressurized gas to create mechanical movement.
Most often, this gas is simply air, which can be dry or lubricated. Pneumatic systems use air
compressors to reduce the volume of air which increases its pressure. The flow of air under
pressure circulating in the pneumatic lines is controlled via distributors, valves, valves to actuators,
cylinders and motors. It is also important to filter and control the air regularly to guarantee its
quality, which also improves the reliability and efficiency of the pneumatic system.
II.2 Hydraulics
Contrary to the one that comes to mind, that water is generally used as a hydraulic fluid, when in
reality a hydraulic fluid is most often a specific type of oil. The basic concept of
1
Chapter 1 Pneumatic and hydraulic systems
hydraulics relies on the fact that if a force is applied to a fluid at a given point in the system, that fluid
will transmit that force exactly and apply it to any other point in the system, since by nature the fluid is
incompressible.
If, for example, a cylinder in a pneumatic system must lift a load. Pressure ( )exerted on the surface ( 2)
of the piston creates a force ( )which is the result of the product of the system pressure and the piston
area. We can therefore write the following relation:
= × (1)
The unit of measurement of pressure in systemMKSAis Pascal. The Pascal is a unit which is not
adapted to the level of high pressures observed in industrial installations and especially in
hydraulics. In practice, pressure is very often expressed in bar. We sometimes encounter the
Anglo-Saxon unit thepsi(Pound per square inch).
- 1 Pascal = 1 Newton/m2
- 1 bar = 105Pascal 1
- psi = 0.069 bar
- An output torque Coutput and a rotation speed output for a motor or rotary cylinder. An
- output force Foutput and a linear speed Voutput for a linear actuator.
2
Chapter 1 Pneumatic and hydraulic systems
- the pressure P with regard to the force or torque characteristics, the flow
- rate Q for the speeds of the actuators.
Charge
1. Control of the pressure parameter P at any point in the circuit is carried out using devices such as:
- Pressure limiters,
- Pressure regulator reducers,
- Sequence valves.
2. As for the flow rate parameter Q, it can be controlled at any point in the circuit by:
- Check valves,
- Flow limiters and regulators,
- Distributors.
The order of magnitude of the operating pressures depends on the field of application:
We can summarize the main points of difference between the two technologies in:
Fluid used:The fundamental difference between the two techniques lies in the fluid involved for the
transmit pressure from one point to another. Pneumatics generally uses air while hydraulics
use oil.
Nature of the fluid:Pneumatics uses air which is by nature compressible, on the other hand, in hydraulics
we use oil which is not compressible.
Strength :The hydraulics can develop significant forces greater than 50,000 N because of the strong
pressures involved. In pneumatics the force range is significantly less than 50,000 N.
3
Chapter 1 Pneumatic and hydraulic systems
Speed :The speed in pneumatics is much faster than in hydraulics. A speed of 15 to 50 m/s
in pneumatics compared to 3 m/s for hydraulics. Because of the incompressibility of the oil, the speed
is more precise and regular in hydraulics in addition to the intermediate and precise positioning of the
cylinders which allows more sophisticated applications in regulation and control.
Pressure :The tire pressure is generally less than 8 bars, although it is rarely
less than 50 bars in hydraulics. The hydraulic systems are capable of handling high
pressures, from 700 bars for handling cylinders up to 20,000 bars for shaping by hydrostatic
deformation.
Another difference concerns the circulation of the fluid, in pneumatic systems, the air circulation
generally takes place in an open circuit, whereas in the case of hydraulic systems, the fluid is in a closed
circuit.
Despite the effectiveness of electric actuators, pneumatic actuators may be preferred over electric
actuators in the following cases:
In hydraulics, the speed range of motors is very large. Hydraulics provide a clear advantage over
other technologies with slow motors. In fact, the latter make it possible to produce very large
torques. In addition, and because of the absence of intermediate elements such as speed
reducers, the inertia related to their shaft is low and allows rapid acceleration and braking.
VII.1 Distributors
Distributors are devices that allow the fluid to be directed in the desired directions in order to
control the operation of the system. There are several types of distributors such as:
- 2/2 distributors,
- 3/2 distributors,
4
Chapter 1 Pneumatic and hydraulic systems
- 4/2 distributors,
- 5/2 distributors,
- 4/3 distributors.
- 5/3 distributors.
The standardization of the symbolization of pneumatic and hydraulic components is ensured by several
AFNOR standards (NF ISO 1219). It is intended to facilitate and reinforce the understanding of circuit
diagrams for hydraulic and pneumatic transmissions. It specifies the representations of the
components as well as their function. It defines the basic elements and rules of symbol formation as
well as the principles of using these symbols in circuit diagrams and on components.
These symbols are intended for all types of applications and industries (automobiles, factories, etc.).
Regarding the symbols of the distributors, the standardization defined:
Name:The name of the distributor includes 2 digits (X/Y). The first number (X) indicates the
number of valve ports (not including control ports). On the other hand, the second digit (Y)
represents the number of switching positions.
Symbol :Each symbol is composed of two or three juxtaposed squares which correspond to the number of
positions that the distributor can take. If there is an intermediate position, the box is
delimited by dotted lines. Each square contains lines that schematize the internal pipes
between the orifices and arrows indicating the direction of fluid circulation. A transverse line
indicates a closed pipe.
Initial position:or rest position is that in which the distributor is located when it is not
order. The connection lines between network and distributor are always shown in the box
symbolizing the initial position. The latter is placed on the right for two-position distributors and
in the center for those with three positions. The pressure symbol (circle) is placed to the right of
the rest box if there is only one exhaust (triangle) and in the middle if there are two exhausts. The
orifices are identified by letters in hydraulics and by numbers in pneumatics.
Arrows:For each position, the paths are represented by arrows indicating the direction of circulation of the fluid
between the holes.
T:the orifices not used in a position are symbolically closed by a straight or inverted T.
The command :Every distributor is equipped with a control means which is designed, by convention, to the
left of the symbol and a reminder means drawn to the right of the symbol. The control
means constitutes the actuation mode and the recall means represents the deactivation
mode of the distributor. The spring is generally the most frequently used means of return.
The distributors can be operated from both sides in different ways.
Ports:The number of holes in a position is equal for all positions. Identifying the orifices
of a pneumatic distributor is made by letters as follows:
Or by number:
5
Chapter 1 Pneumatic and hydraulic systems
- 1: supply port,
- 2 and 4: use port with 2 outlets,
- 3 and 5 exhaust port with 2 exhaust ports. 12 and 14:
- Command (Piloting)
Monostable Distributors:they have a single stable position (rest position). The order of
distributor must be activated throughout the entire time it is actuated. When the control is
released, the distributor returns to its rest position under the effect of a return spring. A
push-button valve with spring return is a typical design (Figure 4).
Bistable distributors:they have two stable states. These distributors switch with each actuation
momentary or a short duration control pulse from one stable state to another stable state. These
distributors qualify as memory because they have the ability to maintain their position. When the
control is released, the distributor does not return to its initial position. Distributors equipped
with pneumatic control on each side are bistable distributors.
It should be noted that the construction technology of the distributor is not indicated on its symbol
because this concerns only its operation.
air oil
closed orifice
holes Source of
original
ways of pressure
traffic exhaust
holes
closed orifice for not connectable
the position
connectable
6
Chapter 1 Pneumatic and hydraulic systems
charge charge
symbol
standardized
rest activation
pressure exhaust
Figure 5 gives the symbols of some distributors with their different control modes.
7
Chapter 1 Pneumatic and hydraulic systems
4/3
1 2/2 NF HAS
31 P.T.
3/2 NOT
.O
2 HAS
manual mechanical
3 1 P T
4/2
4 2 HASB
3 1 P T
5/2 electro magnet piloting
4 2 HASB
513 RST
air oil
VII.4 Actuators
A pneumatic or hydraulic actuator is a device that converts the energy available at the input into
mechanical work. The actuators make it possible to carry out movements of the type:
VII.4.1 Cylinders
Cylinders create mechanical movement from pneumatic or hydraulic energy supplied as input. They are
composed of a cylinder divided into two chambers isolated from each other by a moving part called the
piston. The latter moves under the action of the fluid which supplies one or both
8
Chapter 1 Pneumatic and hydraulic systems
chambers depending on the type of single or double acting cylinder. Figure 5 shows some types of
cylinders and their control modes. Cylinders are often equipped with additional functions such as
position and end-of-stroke sensors, end-of-stroke cushioning, detection devices, guidance, etc.
Cylinders are generally used for: lifting, pushing, pulling, tightening, turning, blocking, impacting, blocking, etc.
Their classification takes into account the nature of the fluid (pneumatic or hydraulic) and the mode of action of the
single-acting or double-acting rod. Figure 6 shows the different types of actions performed by the cylinders.
There are several types of cylinders such as: single-acting, double-acting, rodless, double-rod and telescopic
cylinder. Figure 7 shows an example of a single-acting and double-acting cylinder.
(has)
(b) (vs)
9
Chapter 1 Pneumatic and hydraulic systems
They make it possible to transform a linear movement of the piston into a rotary movement by using a
rack machined on the cylinder rod which drives a pinion. For so-called vane cylinders, a vane pivots in
the cylinder of the cylinder under the effect of pressure. Figure 8 shows examples of oscillating motors.
(has) (b)
A cylinder is characterized by its stroke, by the diameter of its piston and by the pressure it can admit. The
stroke of the cylinder corresponds to the length of movement that it can ensure. The cylinder characteristics
can be calculated theoretically or using the manufacturer's data. The latter are more explicit when it comes to
very specific applications. Figure 9 shows the forces developed by the cylinder. The force F developed by a
cylinder depends on the pressure of the fluid and the diameter of its piston and the friction resistance of the
seals. Theoretically, we most often neglect the friction of the joints and the force F is given by:
= × (2)
- F is the force developed in N (Newton).
- P is the operating pressure in Pa (Pascal)
- S is the pressure application surface (useful surface of the piston) in 2.
ℎ= × (3)
with : = × 2
2
The following equation gives the cylinder retraction force. In this case you must be careful, the pressure is no longer
exerted over the entire diameter of the piston but over a surface area equal to the section of the piston minus the section
of the rod.
ℎ= × ( 1− 2) (4)
with : 1= × 2 And 2= × 2
2 2
10
Chapter 1 Pneumatic and hydraulic systems
To be able to seal and guide a cylinder, it is necessary to use seals and guide rings. In reality, we
must consider the frictional resistance of these elements. To take this into account when
determining the forces exerted by a cylinder, it is necessary to take into consideration the load rate
of the cylinder ( ).
= × × (5)
(has) (b)
Figure 9: Force developed by a cylinder: a) when pushing and b) when pulling
The output speed of the cylinder depends on the surface of the piston and the flow of fluid entering the
power chamber:
= (6)
with: V the speed in m/s, Q the volume flow in 3/ ,and S the application surface (piston surface) in 2.
Another notion linked to the characteristics of the cylinder is the cylinder capacity of the cylinder . It is given by the product
of the surface area of the piston ( )by running ( )and it corresponds to the volume of fluid necessary to remove the entire
piston rod.
= × (7)
Example
Calculate the forces when pushing and pulling a cylinder with a piston of diameter D = 10 cm and a rod of
diameter d = 3 cm:
Solution
11
Chapter 1 Pneumatic and hydraulic systems
A certain number of criteria must be taken into account to determine which cylinder to use. They
are generally extracted from the specifications:
VII.4.5 Engines
To transform the input energy (pneumatic hydraulic) into angular or mechanical rotation
movement, motors are used. Pneumatic and hydraulic motors are characterized by a wide range
of speeds, reversibility of the direction of rotation and great reliability even under overload,
especially for hydraulic motors. Pneumatic and hydraulic motors are most commonly piston
motors, vane motors and gear motors. Figure 10 gives examples of vane and gear motors.
12
Chapter 1 Pneumatic and hydraulic systems
repression
oil
gear wheel
admission
(has) (b)
Figure 10: Motors: a) vane and b) gear
Pneumatic or hydraulic piloting:When the configuration and rate of complexity of the installation
automated lead to the choice of an "all pneumatic" or "all hydraulic" solution, the
distributors are pneumatically or hydraulically controlled because their control is ensured by
pressure signals emitted by the pneumatic or hydraulic control part.
The components are represented (unless otherwise indicated) in their starting position, i.e. the rest
position. It is recommended that the symbols for hydraulic and pneumatic devices be arranged
from bottom to top and from left to right:
Creating and using diagrams requires the identification and location of components. The coding
includes three types of components: components, piping and ports.
13
Chapter 1 Pneumatic and hydraulic systems
- A functional order mark which can contain several characters (functional string number for
example),
- A component code: letters are used to identify component families (Table 1),
- A code of the state or action (for pre-actuators, a number 0 is assigned to control the initial position; for
sensors associated with actuators, the number 0 for the sensor activated in the state initial of the cycle,
the numbers 1, 2, 3, … for the sensor activated in the order of the cycle.
- Pressure supply P,
- Return to tank T (tank),
- Drainage L.
The number 1 or the letter P indicates the supply port and the letter T indicates the reservoir (hydraulic).
Figure 11 represents a typical example of a pneumatic circuit and table 2 gives the coding of its
components.
D Distributors Distributer
F Conditioning devices Filtered
14
Chapter 1 Pneumatic and hydraulic systems
42 4 2
3
1YV14
31 3 1 2YV12 3YV12 31
U3
P1
15
Chapter 1 Pneumatic and hydraulic systems
16
Module: Pneumatics and Hydraulics Chapter 2: The pneumatic automatic
Chapter 2 :
The pneumatic automatic
1. Definition
Pneumatic automation is a branch of general automation which deals with the operation of
devices based on the use of compressed air.
Air is a gas mixture composed of the following elements:
- Nitrogen (dinitrogen N2): 78%;
- Oxygen (dioxygen O2): 21%;
- less than 1% of other gases including: rare gases mainly argon (Ar) 0.93%, neon (Ne),
carbon dioxide (CO2), methane (CH4).
2. Areas of application
The pneumatic drive members make it possible to carry out movements of the type:
- Linear;
- Oscillating;
- Rotary.
The areas of application are very diverse:
In the chemical and petrochemical industry (especially in explosive areas) and food.
1. Mechanical parts manufacturing workshops: Machine tools: Turning of parts, Drilling, Milling,
Sawing, Forming.
2. Mobile machinery (Boats, Cars, Trucks, Loaders, etc.)
3. For everything relating to handling in general;
- Tightening,
- Transfer,
- Positioning,
- Orientation,
4. Implementation in various technological areas:
- Filling,
- Dosage,
- Lockdown,
- Packaging,
- Opening and closing doors,
- Transfer,
3. Fundamental laws
It is necessary that :
- Convert the temperature T to degrees kelvins K: K = T+ 273.
- Convert the pressure to absolute pressure: Pa = Peff + Patm.
Dr: A.MESSAOUDI 1
Module: Pneumatics and Hydraulics Chapter 2: The pneumatic automatic
ExampleAt atmospheric pressure, air can be compressed to 1/7 of its volume. What will be its pressure if
the temperature remains constant?
Solution
V1/T1 = V2/T2
P1/T1 = P2/T2
Typically, factory compressed air systems have effective pressures of 620 to 760 kPa. The
load to be lifted is generally known, because a system is built based on the work to be done.
F=P-A
F: Force (in newtons), Pressure (in pascals) and Area (in m2)
Example :The air reserve in a tank is under a pressure of 825 kPa. It is part
of a neumatic circuit controlling a cylinder. This cylinder must push a load of
827 kg. What diameter of cylinder will be needed to move the load?
Dr: A.MESSAOUDI 3
Module: Pneumatics and Hydraulics Chapter 2: The pneumatic automatic
Solution
2.4. Dehydrator
The humidity contained in the air evaporates or condenses depending on the rise or fall in
temperature. As this moisture deteriorates pneumatic components, it must be removed as
quickly as possible.
It is therefore essential to install a dehydrator on the network which allows the humidity of the air to be
reduced to the desired rate. Air dehydration can be achieved by:
- Dehydration from cold;
- Dehydration by adsorption;
- Absorption drying.
Dr: A.MESSAOUDI 4
Module: Pneumatics and Hydraulics Chapter 2: The pneumatic automatic
2.4.1 Cold dehydrator:If the air temperature is lowered and circulated through the cooling
unit, the water condenses and can be recovered.
Dr: A.MESSAOUDI 5
Module: Pneumatics and Hydraulics Chapter 2: The pneumatic automatic
4.3.1 Filter:This device has the function of blocking dust and impurity particles circulating in
the pipes. The filter also recovers residual humidity contained in the air.
Dr: A.MESSAOUDI 6
Module: Pneumatics and Hydraulics Chapter 2: The pneumatic automatic
4.3.2 Pressure regulator:All devices that operate on compressed air require optimal
operating pressure. This pressure, lower than the system operating pressure, must
be maintained at a constant and adjustable level. In all cases, it is therefore advisable
to install a pressure regulator at the inlet of each pneumatic system.
4.3.3 Lubrication:Most lubricators operate on the venturi principle. The difference between the
pressure prevailing upstream of the restriction and the pressure prevailing in the most
restricted part thereof allows the suction of a liquid (oil from a tank) and its mixing with
the compressed air.
Dr: A.MESSAOUDI 7
Module: Pneumatics and Hydraulics Chapter 2: The pneumatic automatic
2.2. Compressors
The choice of a compressor depends on the working pressure and air flow required. Compressors
are classified according to their type of construction. There are several types of compressor,
including:
1. Piston compressor
2. Diaphragm compressor
3. Rotary piston compressor
4. Screw compressor
5. Advantages
- Pneumatic systems require minimal maintenance. Air is a
- safe and non-toxic energy;
- Even leaks in pipes cannot be harmful to people in their environment.
6. Disadvantages
Air is not necessarily cheap. The greatest expenses incurred by the use of compressed air
come from poor maintenance of compressors, inadequate installation of distribution
circuits and failure to condition the air throughout its use.
Dr: A.MESSAOUDI 8