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    Fluid Power Systems (ME353)

    Fall 2012

    Lecture 2

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    Fluid Power Standards

    and Symbols 

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    Standardization

    Standards affect our daily

    activities:

     –  Health and safety issues

     –  Quality of manufacturedgoods

     –  Service industry

    Standards can be defined in

    many ways. In manufacturing, a standard is

    usually a set of specifications

    that define a procedure or

     product 

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    In general, the standardizing process iscarried on by:

     – Trade and business associations

     – Scientific and professional societies

     – General membership associations

     – Testing and certifying groups

     – Consortia with a common interest

     – Government

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    © Goodheart-Willcox Co., Inc. Permission granted to reproduce for educational use only.5

    International standards-coordinatingorganizations exist to assist the many groups

    involved in standards development

     – American National Standards Institute (ANSI) is

    the primary American coordinating group

     –  International Organization for Standardization

    (ISO) is the international coordinating group

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    These four professional organizations act in the areas of:

     –  Manufacturers and distributors association activities

     –  Standards development –  Professional society functions

     –  Educational promotion

    The four professional organizations in the fluid

     power area are:

     –  National Fluid Power Association (NFPA) 

     – Fluid Power Distributors Association (FPDA) 

     –  International Fluid Power Society (IFPS) 

     – Fluid Power Educational Foundation (FPEF) 

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    Typical standards include information on:

     – Scope

     – Purpose

     – References

     – Definitions

     –  Identification statements

     – General rules of the standard

     – Appendices

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    Fluid Power Symbols and

    Circuit Diagrams

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    Symbols are used in all parts of the world for

    designating components in fluid power circuits

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    Knowledge of common symbols is

    considered a valuable tool for anyoneworking in the fluid power field

    The types of symbols most often

    encountered in the fluid power field are: – Graphic

     – Pictorial

     – Cutaway – Combination

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    Graphic symbols are the most common symbol

    type

     – Relatively simple to draw

     – More easily standardized than other types

    The intent of a graphic symbol is to

    represent the:

     –  Type

     –  Functions

     –  Operation

     –  External connections

     –  Does not show the actual

    construction of the unit

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    Fluid power graphic symbols

    consist of basic figures:

     –  Lines –  Circles

     –  Squares

     –  Triangles

     –  Dots

     –  Arrows

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    For example:

     –  Circles are used to represent components such as pumps,

    motors, and pressure gauges –  Squares depict valves and conditioning units

    Other graphic elements designate the operating medium of the

    system, direction of movement, or the source of system energy

    For example, a small, equilateral triangle shows the type offluid and the direction of energy flow

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    Pictorial symbols consist of

    line drawings of the exterior

    shapes of fluid power

    components

    Cutaway symbols are miniature

    section drawings of the

    components

    Pictorial symbols and cutaway symbols are very useful in training and other

    applications

    Pictorial symbols and cutaway symbols do not adapt well to standardization

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    Joining of lines in a circuit is represented by a

    graphic symbol, which is a dot

    Lines that cross without joining are shown as an

    arc crossing without a dot

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    Basic graphic symbols for energy conversion devices are the

    circle and the rectangle

     –  Pumps, compressors, and motors are depicted by circles

     –  Cylinders are represented by rectangles

    A capsule is the symbol used to show energy storage devices in both hydraulic and pneumatic systems

     –  Accumulators are the storage devices found in hydraulic

    systems

     –  Air receivers are the primary pneumatic storage devices

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    Basic valve graphic symbols.

    One or more box shapes serve as the basic symbol for control

    valves

     –  Each box represents a single valve position.

     –  Boxes are drawn with contiguous sides when the symboldepicts a multiple-position valve

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    Symbols for pressure control valves are shown as normally

    open or normally closed –  Normally open valve is open at rest, allowing flow through

    the valve

     –  Normally closed valve is closed at rest, blocking flow

    through the valve

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    Simplified symbol for an adjustable flow control valve shows

    an orifice with an arrow drawn diagonally across it.

     –  Arrow indicates the orifice is adjustable –  When appropriate, symbols also indicate pressure and

    temperature compensation

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    A number of reservoir symbols are

    shown in a typical circuit diagram

     –  Only one reservoir exists inmost systems

     –  Using multiple reservoir

    symbols reduces the

    complexity of a diagram byeliminating the return lines

    extending from the components

    to the reservoir

    Lines returning to the

    reservoir

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    Fluid-conditioning devices include filters, separators, air dryers,

    lubricators and heat exchangers

    Basic graphic symbol for fluid conditioning devices is a square

    shown resting on one corner

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    Circuit diagrams provide a variety of information about fluid

     power systems for use during system assembly, operation, and

    testing. –  Schematic diagrams

     –  Component lists

     –  Sequence of operation

    Circuit diagram schematics must:

     –  Include all components and connections

     –  Be logically arranged so it is possible to easily follow the

    operating cycle of the system

    All system components in a circuit diagram should be identified

    with a code number to allow easy identification

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    A wide variety of technical information can

     be included in a circuit diagram – System prime mover information

     – Flow rating of pumps

     – Level of filtration – Conductor sizes and weights

     – Actuator sizes

     – Pressure settings of valves

     – Other appropriate information

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    The Energy Transmitting Medium 

    Hydraulic Fluid

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    Functions of a Hydraulic

    Fluid Transmitting the energy to do the work of the system is the primary function of

    liquid in a hydraulic system

    The fluid is just as important as any of the hardware components

    When selecting a fluid, consider its:

     –  Lubricating power

     –  Viscosity 

     –  Viscosity stability

     –  Ability to operate in cold temperatures –  Oxidation resistance

     –  Ability to separate from water and dirt

     –  Resistance to foaming

     –  Fire resistance

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    Fluid Properties &Specifications

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     1- Density (ρ): 

    • It is defined as a fluid mass per unit volume.

    ρ = mass / volume

    In the BG system “ ρ” has units of slugs/ft³and in SI theunits are kg/m³.

    The density of a gas is strongly influenced by both pressure and temperature, but for liquids variations in pressure and temperature generally have only a smalleffect on the value of density.

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    The change in the density of water with large variations in

    temperature.

    Density of water as a function of temperature.

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    Temperature increases result in expansion of hydraulic fluid,and a corresponding reduction in density.

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    •  Specific Weight ( ):  

    g     

    It is defined as a fluid weight per unit volume. Thus, specific

    weight is related to density through the equation

    Where g is the gravitational acceleration (9.8 m/s² ).In the BG system has units of lb/ft³ and in SI the units

    are N/m³ . 

      

    The specific volume, “v” is the volume per unit mass and is

    therefore the reciprocal of the density-that is,

    v = V/m = 1/  ρ 

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    Specific Gravity (SG):

    It is defined as the ratio of the density of the fluid to the density ofwater at 4 C (39.2 F), and at this temperature the density of water is1.94 slugs/ft³ or 1000 kg/m³ . In equation form ,specific gravity isexpressed as:

    SG = ρ / 1000

    Since SG is the ratio of densities, then it is dimensionless  quantityand its value does not depend on the system of units used.

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    Specific gravity and API gravity

     provide comparisons between the

    weights of a volume of a substance

    and an equal volume of distilled water

     –  Specific gravity can be used with

    any material

     –  API system was developed

     primarily for petroleum oils

    Distilled water has a specific

    gravity of 1.0

    Distilled water has an APIgravity of 10.0

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     2- Compressibility of Fluids and BulkModulus ( E  v ): 

    • A property that is commonly used to characterize compressibilityis the bulk modulus of elasticity, E v  , defined as:

    where dp  is the differential change in pressure needed to create a differential

    change in volume, dV  , of a volume V . The negative sign is included since an

    increase in pressure will cause a decrease in volume.

    The above relation is used with liquids to calculate the volume change due to

     pressure change.

     For gases the gas low is used

     P 1 V 1 / T 1 = P 2 V 2 / T 2

    where P and T are the absolute values

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    Bulk modulus of hydraulic

    fluids increases slightly withpressure, but decreases sharply

    with increases in temperature

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    3- Viscosity

    It is a property describe the resistance of the fluid to the

    motion either it is internal resistance between the fluid layers

    or between the fluid and the solid boundaries.

    For liquids, it is found that the shear stress is proportional tothe rate of shear strain ( Velocity gradient)

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    Where the constant of proportionality is called the absoluteviscosity, dynamic viscosity, or simply the viscosity of thefluid

    It can be readily deduced that the dimensions of viscosityare ML¯¹T¯¹ ,Thus, in BG units viscosity is given as lb.s/ft² and in SI as N.s/m² or Pa.s .

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    •  The Kinematic Viscosity

    It is defined as the ratio of the absolute viscosity to thefluid density .i.e.,

    The dimensions of kinematic viscosity are L²/T and the BG

    system are ft²/s  and SI are m²/s .Important Note:

    Dynamic viscosity is often expressed in the metr ic CGS (centimeter-gram - 

    second) system with units of dyne. s/cm² . This combination is called a

    “ poise ”.

    I n the CGS system, kinematic viscosity has units of cm²/s , and this

    combination is called a “ stoke ”. 

    For Dynamic viscosity : 1 pa.s = 10 poise = 1000 cpFor kinematic viscosity : 1 m2/s = 104 St = 106 cSt

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    The effect of temperature on viscosity

     Viscosity of hydraulic fluid is

    relatively unaffected by pressureup to approximately 20.7 to 27.6MPa Changes in viscosity must be accounted for above thesepressures.

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    Friction is the resistance to movement between two surfaces in contact

    The amount of friction depends on: –  Roughness of the surfaces in contact

     –  Force pushing the surfaces together

    Lubrication reduces friction between two surfaces by placing a layer of

    liquid between them

    A properly selected liquid produces a film that separates the surfaces and

    allows them to freely move past each other

    A film of hydraulic oil fills irregularities in contact surfaces

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    Viscosity is the internal resistance to flow of a liquid

    A liquid with the proper viscosity provides a strong film

    that: –  Greatly reduces friction between the bearing surfaces of

    component parts

     –  Provides a seal between those parts

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    Viscosity changes as temperature and pressure of a liquid

    change

     –  Warm fluid flows easier than cold fluid

     –  Viscosity index is the rate of viscosity change in

    relation to temperature change

     –  The higher the viscosity index number, the lower the

    rate of viscosity change

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    4- Pour point is the ability of a fluid to flow when cold –  Important to consider if a hydraulic system is exposed

    to cold weather –  Should be 6 °C below the coldest-expected ambient

    system operating temperature

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    Oxidation rate of a hydraulic fluid is affected by:

     –  Temperature

     –  Air entrainment in the fluid

     –  Contact with metals used in the construction of a system

     –  Contaminants, such as dirt and water, that enter a system

    A variety of ASTM standards provide test specifications to

    establish rust-, corrosion-, and oxidation-prevention capabilities

    of hydraulic fluids

    These factors are critical to the service life of system component

     parts and the fluid itself

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    Demulsibility and foaming characteristics of hydraulic fluids may be

    determined by test procedures detailed in ASTM specifications

    Results of these tests indicate the ability of a hydraulic fluid to separate

    from water that has entered the system and resist foam formation whenair is introduced through components

    Petroleum-based fluids must have the ability to easily separate from

    water

     –  Select a fluid that resists emulsification

     –  Drain accumulated water from the bottom of the reservoir

    Foaming increases fluid oxidation

     –  Caused by air being drawn into system inlet lines or churned into

    reservoir fluid

     –  Increases air/fluid contact because of bubble surface area

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    Fire Hazard:

    The possibility of fire exists to some extent in

    many hydraulic applications

     – Petroleum-based fluids can supply adequate safety

    levels in many systems

     – Fire-resistant fluids using water or synthetic bases

    are required when higher fire protection is needed

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    Commonly Used

    Hydraulic Fluids

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    Although water is readily available and inexpensive, it is not

    used alone:

     –  Poor lubricant –  Promotes rust

     –  Freezes

     –  Rapidly evaporates at temperatures within the operating

    range of many typical hydraulic systems

    Most common hydraulic fluid in use consists of petroleumbase blended with additives to produce the desired operating

     properties

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    Biodegradable hydraulic fluids reduce the harmful effects offluid spills on soil and waterways

    Biodegradable fluids are:

     –  Primarily vegetable-based oils

     –  Easily broken down by organisms found in nature

    Biodegradable fluids are important when reducing

    environmental impact

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    Fire-resistant hydraulic fluids will not burn withoutsustained exposure to an ignition source

     –  Water-oil emulsions –  Water-glycol fluids

     –  Synthetic fluids

    Water-in-oil emulsion fire-resistant fluids contain

    approximately 40% water in an oil base

     –  Not to be confused with soluble-oil emulsions and high-

    water-content fluids 

     –  Called inverted emulsions because water is suspended in oil,

    rather than oil in water  

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    Water-glycol fire-resistant hydraulic fluids usually contain 40%

    to 50% water with the remainder a polyglycol 

     –  Polyglycol is similar to automotive antifreeze

     –  Fluids adversely affect some seal materials and paint

    All synthetic fluids  provide excellent fire resistance

    - Phosphate esters are the most common synthetic hydraulic

    fluidsAll synthetic fluids meet the basic requirements of a hydraulic fluid:

    -Appropriate viscosity

    -Good high-pressure performance

    -Good lubrication

    Disadvantages of synthetic fluids include:

    -Special seal material requirements

    -Tendency to dissolve paint

    -Environmental toxicity level must be carefully considered before

    using in sensitive areas

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    Hydraulic Fluid Additives

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    Chemicals are used as additives in hydraulic fluids to increase

    the stability and overall performance of the fluid

    Extreme-pressure and anti-wear agents help prevent metal-to-

    metal contact of bearing surfaces to reduce friction and wear

    Viscosity-index improvers reduce changes in viscosity as the

    fluid changes temperatures

    Pour-point depressant allows the fluid to flow freely at lower

    temperatures (This is important for fluids used in systems that

    are exposed to winter weather)

    Oxidation of hydraulic fluids is caused by:

    HeatExposure to air

    Catalytic effects of metal

    Oxidation-inhibitor  additives reduce oxidation of fluids

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    Demulsifier additives increase the fluid’s surface tension

     –  Promote separation of water from petroleum-based fluids

     –  Any water that enters the system separates more quicklyfrom the oil

    Antifoaming agents reduce surface tension

     –  Allow air bubbles to break down before a sufficient quantity

    of foam is formed –  Foam causes operational problems in the system

    Rust and corrosion inhibitors protect the metal parts of system

    components

     –  Rust inhibitors protect ferrous metals –  Corrosion inhibitors protect nonferrous metals

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    Handling and Maintaining

    Hydraulic Fluids

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    Proper handling and maintenance of hydraulic fluids

    reduces system operating cost

     –  Extends the service life of fluids –  Reduces the amount of maintenance time spent in

    cleaning and flushing systems and replacing system

    fluid

    Storing new, unused hydraulic fluidsis an important consideration

     –  Store drums in a cool, clean, dry

     place

     –  Place drums on their sides to

    reduce chances of contamination

     –  Carefully clean drum tops before

    removing bungs

     –  Use clean fluid-transfer

    equipment

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    System operating temperature is a major factor in the service

    life of hydraulic fluids

     Normal operating temperature of reservoir fluid is typically between 44°C and 60°C.

    Factors causing system fluid to operate above the recommended

    temperature are:

     –  High ambient temperatures –  Reservoir is too small

     –  Reservoir inlets and outlets too close

     –  System pump has excessive flow capacity

     –  Higher-than-required relief valve setting –  Slower-than-necessary circuit sequencing

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    A well-designed reservoir helps maintain proper fluid

    temperature


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