What is the difference between airation and cavitation?

Often miss diagnosed and not surprising because the symptoms are similar but with very different causes.
Airation
Very simply this is the result of air getting into the hydraulic fluid and most likely through the suction pipe or if the oil level has been allowed to get too low, partially uncovering the inlet to the pump. The pump will sound noisy (lumpy), a very similar noise to cavitation and undesirable for the following reasons.
1) The system becomes spongy and movements become erratic with pressure fluctuations.
2) The lubrication of the sliding parts within the pump etc will be reduced and lead to failure.
3) Dieseling effect could cause ignition with very high temperature spots, damaging seals
The Cure: The suction pipe will be subject to vacuum so do not expect to see any oil leak so best check all fittings between the strainer and pump inlet. Another way is a little messy but try grease or oil around the joints and listen for pump tone change.
Cavitation There are many reasons for cavitation but they all result in restricting oil entering the pump.
Best to start with easy stuff first:
1) Tank breather blocked (remove and replace)
2) Suction valve not fully open
3) Oil cold or too thick (check viscosity)
4) Suction Strainer clogged (remove and replace)
5) Suction pipe too small
6) Suction pipe too long
7) Pump speed too high
Cavitation is very destructive and will damage the pump in a very short time. Minute explosions take place on the surface of the metal during the transition from vacuum to high pressure with temperatures reaching greater than that on the sun. Pitting and metal removal will quickly lead to failure.
Hope you find this interesting and helpful and you can find more valuable information if you sign up at www.hydraulicbrain.com
Keep safe
Bob Jackson (The Hydraulic man)

Hydraulic design is like a day's fishing

When I was a small boy, nothing was more exciting than going for a day’s fishing. Not that I can remember catching much but it was the anticipation that it might just be the day when I would catch a whopper!
Many years later I now see how the experts do it and it is hardly surprising I caught very little. As a child I used the same method of fishing regardless of the conditions, location or the type of quarry I hoped to land.  Top fishermen plan their task and select the right equipment to suit the conditions.
If they get it wrong, at best they will catch very little and at worse loose or break their equipment because the fish was too large for the tackle they selected for the task.
Now let us consider the Hydraulic designer, he must also consider the task. What are the loads and speeds required?  Where will the equipment be used, (hot, cold, wet or dirty) and from a basket of pumps, valves, actuators and controls, select the right parts for the best result. Get the selection wrong, at best will not achieve the task and at worse cause significant damage to your customers equipment. Get it right and it’s as satisfying as catching the Whopper!
Good fishing.
Bob
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Hydraulic pump suction strainers

I return to an old subject, should we fit pump suction strainers?
I posed this question to my Linked in forum (Hydraulic help) and the overwhelming opinion was to leave them off.
For those just starting out in hydraulics let me briefly recap on the purpose of suction strainers.
As its name implies this is not a typical filter but simply a piece of 125micron metal gauze rolled into a tube that fits to the end of the pump suction pipe. Particles over 125 micron will be blocked thus preventing them entering the pump possibly causing instant destruction. This sounds very admirable and because of their low cost one would see no reason for not installing them, however there is a downside.If the suction line is restricted Hydraulic Pumps will quickly deteriate due to cavitation. 
Suction strainers can be difficult to change and most often end users are totally unaware that they even exist. Over time this will result in the gauze silting up and blocking the oil flow to the pump and may even collapse the strainer with catastrophic results.
Many engineers say that if the tank is very clean and free of all weld splatter, the strainer will serve little purpose.  This strategy however is not risk free because you must be 100% sure that there is no way that any contaminant can drop into the tank, that the paint inside will not flake or peel and that hoses and pipework have been thoroughly cleaned prior to start up.
My opinion is, look at the application and risk assess the environment, housekeeping abilities and responsibilities of the user and the implications of serious pump failure with the consequence of serious contamination throughout the system and potential downtime to the plant. Also talk to your customer about these issues.
keep safe
Bob Jackson
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Hydraulic Hose Burst Valves

Hydraulic Hose Burst Valves
I have talked many times about my dislike for Hose Burst valves (velocity fuse).
A cheap and nasty little valve that screws directly into the cylinder port and should close when the velocity across the valve exceeds the spring setting.
So why do I hate this valve so much?
Many unwitting users do not realise that these valves must be properly adjusted using feeler gauges if they have any chance of them working properly. The manufacturer should supply a chart with the valve showing a valve gap dimension based on flow. This is not the flow of the pump but the flow that will pass from the cylinder under normal conditions and is calculated using the displacement volume of the ram and its velocity.
The valve will not compensate for any change in temperature or load and can often close when operating under normal conditions, causing annoying stoppages. However the main purpose is that they must close should a pipe or hose burst. If the worst happens and the valve does not close, the result can be catastrophic and cause serious damage or injury.
If you are serious about protecting against hose burst then spend a little more money and do the job properly using a Pilot Operated Check valve. It will react instantly and must be built in as part of the cylinder with no pipe between the cylinder port and valve except for the pilot. This is a better quality valve and much more reliable.
Always keep in mind that there is NO complete failsafe way of hydraulically holding up any load with a ram except by using mechanical locking. Even if a new installation initially holds well, time and wear will eventually increase leakage and the load will creep down.
Be safe.
Bob Jackson (The Hydraulicman)
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Oil Viscosity

Viscosity of Hydraulic oil
Often in hydraulic systems the type of oil can be the last thing to consider in the overall design.
ISO 32 mineral oil is the most common Hydraulic oil and I often advise my clients to use this grade of oil because of its availability and compatibility with most pumps, valves and hydraulic components.
The viscosity can be extremely important and I will give a few examples of situations that I have encountered where the oil has been a key factor to resolving problems.
1) We designed a system for an animal park. Large sliding hydraulic doors enclosed Rhinoceros and it was our job to ensure that the doors closed quickly but with minimum force so not to injure the animal. Everything worked to plan but our client complained that on some occasions the electric motor would cut out. We discovered that the motor only cut out on cold days when the oil was at its thickest. The pack worked off 240v 30amp supply and we had no way of increasing the supply. The simple solution was to change the oil from iso 46 to 32. Our customer never had another failure and was very pleased with the simple remedy.
2) An aluminium casting machine uses hydraulic rams to tilt the machine and allow molten metal to fill the mould. When solidified the machine is tilted back to open the die and remove the casting. We had already increased the speed by using a Regen circuit but our customer wanted even more speed. We noticed that there was a difference in speed from morning to afternoon when things began to slow down. By monitoring the temperature we knew this was due to the change in oil viscosity. We recommended he replace the iSO32 for 46 and saved 8 seconds in the total cycle time.
3) In a saw mills proportional valves were used to set adjustable fence. The customer complained that the hydraulics needed to run for at least one hour before the system cut accurately. We changed the oil to thinner grade and immediately improved the accuracy without the need to waste time to bring the oil up to temperature.
The viscosity of hydraulic oil can be very important and often a great problem solver without having to modify expensive hardware.
Always best to check with pump manufacturer to be sure that the pump or motor will not be damaged by a change in oil viscosity.
A great problem solver to keep up your sleeve!
Very best
Bob Jackson
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My Top 7 Hydraulic Faults

I am often called out to Hydraulic breakdowns that take less than 1 minute to find and fix.
This can be an embarrassment for my customer and gives me no pleasure in having to give him a substantial bill for just 60 seconds of my time.
I have listed my 7 top simple faults that could save you a small fortune as well as the costly down time of your piece of machinery.
Check out my top 7 favourite faults before you start looking for more difficult reasons for your Hydraulic problem.
Register on my site www.hydraulicbrain.com for my 7 top faults.
Very best
Bob

The Counterbalance valve

The counterbalance valve is used for load holding and prevents the load running away uncontrolled. The valve automatically throttles the outgoing flow using a pilot signal from the input flow leg to the ram or motor. The valve symbol is very similar to the Relief valve with a normally closed function and a check valve looped around the main valve.
To open the valve it will need a pilot pressure and for very large loads this should be as small as possible where lighter loads should be higher. The valve will be made with a designed pilot ratio, this is ratio of the pilot pressure against the induced load pressure to open the valve and can be typically 3:1 to 10:1
To establish the way to set up the Counterbalance valve you must know the Pilot Ratio. Pilot Pressure= Valve Setting Pressure – Pressure induced by load divided by the Pressure Ratio + the ratio of piston area divided by the annular ram . A hydraulic motor would be 1.
If we are using a hydraulic motor on a winch it will be important to ensure that there is enough pressure to release the brake. This might require a low Pressure Ratio to achieve enough pressure to release the brake.
If you do not set these valves up correctly the system can become unstable, the ram or motor may not move and in the case of winches the brake might not release.
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Very best wishes
Bob

What is maximum pressure?

These days we expect hydraulic pumps should be fully supported with detailed technical information ensuring that we use the pump in the correct application.
Often we have pages of stuff showing everything from displacement to recommended oil type.
I often find that the pressure duty is not well defined like what pressure can I safely generate without the pump falling apart. You will read descriptions like continuous, intermittent and peak.
Continuous speaks for itself but what about intermittent and peak, what does this description really mean.
Many years ago when I sold hydraulic components for a well known manufacturer the pumps had different ratings for industrial than mobile. For what I can only imagine were commercial reasons, the mobile pump pressures were much higher.
I have also used some pumps well outside their recommended pressure ranges (only for specific applications) and although not a practice I recommend I do wonder what technical basis manufacturers use to determine their pump pressure ratings.
I would like to see a graph with a direct correlation between pressure and life. I want to know that if I design a system that runs once a month for 15minutes at higher than normal pressure should I need to spend much more money on a more expensive pump.
Surely we should be able to get a better idea of pump life without always having to buy the highest spec pump or face the possibility of a bucket of scrap metal after just a few cycles.

Very best
Bob

Mystery Hydraulic Fault

Only a few days ago I had a call to look at a problem on a log handling system in a Saw Mills.
I was shown a fault on a log flipper. Flippers that can turn the log to any position to pass through the saw. Each pair of flipper rams are connected to a 3 position CETOP 5 solenoid valve mounted on a common manifold. An unloading valve is electrically sequenced to prevent the pump being continuously on load and creating heat.
So now for the problem, if a set of flippers were moved to say, half way and stopped and the other set of flippers were switched to move, the first set would continue moving. Now I hear you say, what ghost like things are going on in them there Hydraulics.
I got down close to the manifold and soon identified the valve responsible for the first set of flippers and removed the Electrical Hirschman plugs to see if I could repeat the problem with the electrics removed. Low and behold I could!
I would have bet a weeks pay that this was an electrical problem and be able to pass over to the Electrician. Now was the time to look very closely and find out what was going on as this was becoming a much more interesting fault.
“Ah! Found it,” I said.
The symbol on the valve showed that it was “Detented” making it not a 3 position valve but 2 position.
A detent will allow the solenoid to fire the spool across from one position to the other and hold the spool in that position even when the electrical signal is removed. So with our flipper when the ram is moved half way and the signal is removed and the dump valve diverts the flow to tank the ram will stop moving but only until the dump valve is re energised and allow the ram to complete its movement. So by operating the other flippers the first set will continue to move.
So how did a 2 position detent valve end up on this manifold block doing this job and causing this problem? Seems that no one knows except ghosties and things that go bump in the night.
Advice for you budding Hydraulic fault finders. Sometimes you will come across faults that will remain a mystery and no one will admit to touching.

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Cheers
Bob

The Benefits of Hydraulics

With rapid developments in Electric motor drives and the reduction in costs you might wonder if hydraulics is relegated to past technology.
There can be no doubt that electric drives have replaced some hydraulic applications, especially in the machine tool industry. Electric drives are cleaner, more efficient provide better control but hydraulics can still provide a better and often the only solution for many applications. Hydraulics provides better power to weight ratio. You can get a lot of power out of a very small package and where size and weight is important it will be the best choice. For small forces, the electric motor and worm drive can be a “no brainer” but if large forces are required for applications like Earth moving equipment, presses, jacks etc Hydraulics (at the moment) have no better alternatives.
Hydraulics provides other benefits that include:
1) Easy direction control
2) Easy speed control
3) Easy force control
4) Can take shock
5) Linear and rotary drives from the same system
6) No lubrication required
7) You can stall the drive without damage
8) Easy to keep cool
If you specialise in Hydraulic, pneumatic or electrical drive systems always try to use the best solution for the application and not just because you have a personal bias to a particular technology.
Very best Bob
www.hydraulicbrain.com

Hydraulic Winches

Hydraulic Winches
My most common fear about Winches and Cranes is that they can both cause serious accidents if used or designed incorrectly.
Most of the winches I am involved with are on boats and range from small 1-2 tons pull to many tens of tons. The basic design is a drum with a coil of wire rope. This is driven by a hydraulic motor through a gearbox. The controls can just a very simple hand valve or much more complex with joystick and servo valve that can provide steady pull or payout speeds.
Read in full at www.hydraulicbrain.com

Bob Jackson
www.hydraulicbrain.com

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Dangerous Cranes

I think most will agree that hydraulic crane safety should be of paramount importance and I would like to mention just a few observations about the use of this potentially dangerous piece of machinery.
In my opinion the safest type of crane has been designed to prevent overloading. Not just on the main lift but more importantly where you pick up a load and then telescope out. As the telescope extends increasing its length the main lift cylinder pressure also increases in proportion.
Now some cranes have load sensing devices that will disengage the telescope so that overloading cannot occur and stop the telescope extending when the maximum load is exceeded.
Also the counterbalance valve can also relieve and lower the load in a controlled way.
However there are some cranes that I have come across where they have been fitted with a simple hand valve with all blocked centre ports. These cranes have often been salvaged and the hydraulics replaced by people not proficient in hydraulic systems or crane design. Unwittingly the users of these cranes are just waiting for disaster to strike, at best causing costly damage and at worst serious injury.

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very best
Bob

Grooves in Pistons

I was recommended a book “Hydraulic Control Systems” by Herbert E Merritt. Although the maths flies gently over my head there is some very interesting stuff for the Hydraulic enthusiast.
I recently asked a question about grooves in pump pistons and valve spools and what was their purpose. I found the answer and I will try to explain in my own Layman’s language.
With close tolerance pistons it is possible for hydraulic forces to create lateral movement on the piston forcing it to one side of the bore. This can cause stiction (hydraulic lock), extra leakage and a trap for contamination.
Just one groove on the piston can reduce the lateral forces by up to 40%. The grooves create a centreing effect and help prevent metal to metal contact between piston and bore. Adding more grooves will also be beneficial.
The depth and the width of the groove should be 10 times the clearance and the sides of the groove should be perpendicular to the bore.
Ref from Hydraulic Control Systems

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