Basic Hydraulics
Basic Hydraulics
Basic Hydraulics
BASIC HYDRAULICS
INTRODUCTION:
BASIC HYDRAULICS
CONTENT
1.HYDRAULIC PUMP
2.PRESSURE CONTROL VALVES
3.DIRECTIONONAL CONTROL VALVES
4.FLOW CONTROL VALVES
5.MODULAR VALVES
6.PROPORTIONAL CONTROL VALVES
7.SERVO VALVES
8.ACTUATORS
9.HYDRAULICS ACCESSORIES
10.HYDRAULICS FLUIDS
11.SIMPLE HYDRAULIC CIRCUITS
12.TROUBLESHOOTING FOR HYDRAULICS
EQUIPMENT
BASIC HYDRAULICS
1.HYDRAULIC PUMP
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1.HYDRAULIC PUMP
Hydraulic pumps convert mechanical energy from a prime mover (engine or
electric motor) into hydraulic (pressure) energy. The pressure energy is used then
to operate an actuator.
Pumps push on a hydraulic fluid and create flow.
PUMP CLASSIFICATIONS:.
All pumps create flow.
They operate on the displacement principle. Fluid is taken in and displaced to
another point.
Pumps that discharge liquid in a continuous flow are no positive-displacement
type.
Pumps that discharge volumes of liquid separated by periods of no discharge are
positive-displacement type.
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NONPOSITIVE-DISPLACEMENT PUMPS
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POSITIVE-DISPLACEMENT PUMPS
In this pump, a definite volume of liquid is delivered for each cycle of pump
operation, regardless of resistance, as long as the capacity of the power unit
driving a pump is not exceeded.
If an outlet is completely closed, either the unit driving a pump will stall or
something will break.
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INTERNAL GEAR PUMP:
Shows an internal gear
pump. The teeth of one gear
project outward, while the
teeth of the other gear project
inward toward the center of
the pump.
One gear wheel stands inside the other. This type of gear can rotate, or be rotated by, a
suitably constructed companion gear. An external gear is directly attached to the drive
shaft of a pump and is placed off-center in relation to an internal gear. The two gears
mesh on one side of a pump chamber, between an inlet and the discharge.
On the opposite side of the chamber, a crescent shaped form stands in the
space between the two gears to provide a close tolerance.
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LOBE PUMP:
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VANE PUMPS
In a vane-type pump, a slotted rotor splined to a drive shaft rotates between closely
fitted side plates that are inside of an elliptical- or circular-shaped ring. Polished,
hardened vanes slide in and out of the rotor slots and follow the ring contour by
centrifugal force. Pumping chambers are formed between succeeding vanes, carrying oil
from the inlet to the outlet. A partial vacuum is created at the inlet as the space between
vanes increases.
The oil is squeezed out at the outlet as the pumping chamber’s size decreases. Because
the normal wear points in a vane pump are the vane tips and a ring’s surface, the vanes
and ring are specially hardened and ground. A vane pump is the only design that has
automatic wear compensation built in. As wear occurs, the vanes simply slide farther out
of the rotor slots and continue to follow a ring’s contour.
Thus efficiency remains high throughout the life of the pump.
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BALANCED VANE PUMPS
between any two vanes twice in each revolution. The two inlets and outlets are 180
degrees apart. Back pressures against the edges of a rotor cancel each other.
Recent design improvements that allow high operating speeds and pressures have
made this pump the most universal in the mobile equipment field.
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UN BALANCED VANE PUMP
In the unbalanced design, a cam ring’s shape is a true circle that is on a different
centerline from a rotor’s. Pump displacement depends on how far a rotor and ring
are eccentric.
The advantage of a true-circle ring is that control can be applied to vary the
eccentricity and thus vary the displacement.
A disadvantage is that an unbalanced pressure at the outlet is effective against a
small area of the rotor’s edge, imposing side loads on the shaft. Thus there is a limit
on a pump’s size unless very large Bearings and heavy supports are used.
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IN-LINE PISTON PUMP
WORKING PRINCIPLE:
NEUTRAL POSITION:
In an in-line piston pump a drive shaft and cylinder block are on the same
centerline. Reciprocation of the pistons is caused by a swash plate that the
pistons run against as a cylinder block rotates. A drive shaft turns a cylinder
block, which carries the pistons around a shaft. The piston shoes slide against
a swash plate and are held against it by a shoe plate. A swash plate’s angle
causes the cylinders to reciprocate in their bores. At the point where a piston
begins to retract, an opening in the end of a bore slides over an inlet slot in a
valve plate, and oil is drawn into a bore through somewhat less than half a
revolution. There is a solid area in a valve plate as a piston becomes fully
retracted.
As a piston begins to extend, an opening in a cylinder barrel moves over an
outlet slot, and oil is forced out a pressure port.
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Pump displacement depends on the bore and stroke of a piston and the number
of pistons.
A swash plate’s angle (diagram B) determines the
stroke, which can vary by changing the angle.
In a fixed angle’s unit, a swash plate is stationary in the housing. In a variable
unit’s, it is mounted on a yoke, which can turn on pintles.
Different controls can be attached to the pintles to vary pump delivery from zero
to the maximum. With certain controls, the direction of flow can be reversed by
swinging a yoke past center.
In the center position, a swash plate is perpendicular to the cylinder’s, and there
is no piston reciprocation; no oil is pumped.
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SINGLE PUMPS
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HYDRAULIC GEAR PUMPS
Vajra hydraulic gear pumps are particularly well suited
for heavy-duty mobile equipment applications: they are
designed for extreme duty cycles, and continuous heavy-
duty operation.
It is of simple yet rugged design, but precision
manufactured.
These are available with capacities ranging from 11 cc /
rev to 148 cc / rev for each gear section.
Several sections can be combined in to one assembly.
Interchangeability with ANSI and SAE mounting flanges
and drive shafts for most drive units.
These pumps are manufactured under strict quality
control systems.
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MONOBLOCK DIRECTION CONTROL VALVE
VALVES FOR MOBILE APPLICATION:
1)Main applications are for drill rigs back hoe loaders fork
lifts mobile cranes, scissor lifts mobile lift platforms etc .
2)Internal leakage between spool and body much less then the
ordinary industrial direction control valves hence these are
more widely used in low leakage applications.
3)Valve also got a in built relief valve so that a separate
piping is avoided.
4)Compact in design, sandwiching is possible and individual
T / P line is not required.
5)Comparitively less sensitive contamination. .
6)Rugged in design
7)Spool bodies can give longer life as body spool body are
made with high wear resistance quality hard chrome plated
spools.
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VALVE
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DIRECTION CONTROL VALVES
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VALVE INSTALLATION
Since a flow-control valve meters flow in one direction only, the inlet and outlet
ports must be correctly connected in a circuit in relation to the flow direction to
be metered.
A valve's drain connection must be piped to a tank so that a connection will not
be subjected to possible pressure surges.
The location of a flow-control valve with respect to workload has an affect on a
circuit's operating characteristics. The three basic types of flow-control valve
installations are
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METER-IN CIRCUIT:
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A meter-in circuit is ideal in applications where a load always offers a
positive resistance to flow during a controlled stroke. Examples would be
feeding grinder tables, welding machines, milling machines, and rotary
hydraulic motor drives.
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METER-OUT CIRCUIT:
With a meter-out circuit, a flow-control valve is installed on the return side of a
cylinder so that it controls a cylinder's actuation by metering its discharge flow.
A relief valve is set slightly above the operating pressure that is required by the type
of work. This type of circuit is ideal for overhauling Load applications in which a
workload tends to pull an operating piston faster than a pump' delivery would
warrant.
Examples would be for drilling, reaming, boring, turning, threading, tapping,
cutting off, and cold sawing machines. A flow-control-and-check valve used in this
circuit would allow reverse free flow, but it would not provide a control of return
stroke speed.
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BLEED-OFF CIRCUIT:
A typical bleed-off circuit is not installed directly in a feed line. It is Td into
this line with its outlet connected to a return line.
A valve regulates flow to a cylinder by diverting an adjustable portion of a
pump’s flow to a tank.
Since fluid delivered to a work cylinder does not have to pass through a
flow-control valve, excess fluid does not have to be dumped through a relief
valve.
This type of circuit usually involves less heat generation because pressure on
a pump equals the work resistance during a feed operation.
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DIRECTION CONTROL VALVES:
These valve are used for shifting oil flow direction in hydraulic
circuits and for a control of actuator starting / stopping as well as the
operating direction shifting of actuator.
These valves are classified in the following five types depending on the
operational method.
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1.Solenoid operated direction control valves
Wide range of models - choose the optimum valve to meet your needs from a
large selection available Including Low leakage type.
The DSG-01 50 series solenoid operated direction control valve come with two
basic models:
Standard type--High pressure, high flow
[315 Kgf / Cm2 , 63 lpm]
Shock less type--which greatly reduces noise which is a result of spool changeover
and vibrating pipes.
The optimum valve for any operation can be utilized since many spool types and
various solenoids are all available along with other optional functions
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T B p A
SPOOL
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2.SOLENOID CONTROLLED PILOT OPERATED DIRECTION VALVE
ADVANTAGES:
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3.Manually operated direction control valves
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4.Mechanically operated direction control valves.
CAM OPERATED DIRECTION CONTROL VALVE:
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o
l
t
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PRESSURE & TEMPRATURE
COMPENSATOR FLOW CONTROL
VALVES
OUT PUT
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FLOW CONTROL VALVES
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Throttle and check valves
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Deceleration and Check Valves
NORMALLY NORMALLY
CLOSED OPEN
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PRESSURE CONTROL VALVES
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REMOTE CONTROL VALVE
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PILOT OPERATED RELIEF VALVES
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There are two threaded ports. they can be connected to each other in line; one as
inlet and other as an out let or the valve can be used by plugging one of the
pressure ports
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SOLENOID CONTROLLED
RELIEF VALVE
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PRESSURE REDUCING VALVE
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WORKING:
The maximum flow rates are those shown at the
primary pressure at 210 Kgf / Cm2
The drain flow rates are equal to pilot flow rates
when differential pressure between primary and PRESSURE REDUCING VALVE
secondary pressure is at 205 Kgf / Cm2
To adjust the pressure, loosen the lock nut and turn the
pressure adjustment handle slowly clockwise for
higher pressures and anti-clockwise for lower
pressures. After adjustments, do not forget to
tighten the lock nut.
Connect the drain port directly to the tank in which
case the pressure at the drain port should be kept at a
low back pressure close to the atmospheric pressure.
There are two threaded connection type primary
pressure ports. They can be connected each other in-
line; one as an inlet and the other as an outlet or the
valve can be used by plugging one of the pressure
ports.
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COUNTER BALANCE
AND
SEQUENCE VALVES
These valves are hydraulically damped, direct
operated pressure control valves which can be
actuated by internal or external pilot pressure. They
are available with integral check valves for use when
free reverse flow from secondary port to the primary
port is desired. There are various types of valve
including sequence and counterbalance valves, all of
which are operated by a pressure rise in the circuit,
sensed either internally or remotely.
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FUNCTION:
To adjust the pressure, loosen the lock nut and COUNTER BALANCE
turn the pressure adjustment screw slowly AND
clockwise to increase pressures or anti- SEQUENCE VALVES
clockwise to decrease pressures. After
adjustments, do not forget to tighten the lock
nut.
Connect the secondary side pressure ports of
types 1 and 4 (internal drain) and the drain
ports of types 2 and 3 (external drain) directly
to the tanks with a back pressure close to the
atmospheric pressure.
There are two threaded connection primary
pressure ports. They can be connected each
other in-line; one as inlet and the other as an
outlet or the valve can be used by plugging one
of the pressure ports.
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CARTRIDGE TYPE REMOTE RELIEF VALVE
This valve is used in a hydraulic system to
prevent damage due to over pressure and to
adjust the maximum system pressure of small
capacity.
These valves can be screwed inside the
manifold.
they can also be used as back pressure valves.
FUNCTION:
To adjust the pressure, loosen the lock nut and turn the pressure adjustment
handle slowly clockwise for higher pressures or anti-clockwise for lower
pressures.
After adjustments, do not forget to tighten the lock nut.
Before the valve is assembled into the manifold care should be taken to see that
inside the manifold dust or chips should not be present.
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DIRECT TYPE RELIEF VALVE
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SOLENOID CONTROLLED RELIEF LOGIC VALVES
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PRESSURE SWITCHES
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HIGH PRESSURE, HIGH FLOW RATE
MODULAR VALVES
FEATURES:
Installation and mounting space can be minimized.
No special skill is required for assembly and any addition or alternation of the
hydraulic circuit can be made quickly and easily.
Problems such as oil-leaks, vibration and noise which may be caused by piping
are minimized, increasing the reliability of the hydraulic system.
Maintenance and system check-ups can be easily carried out as they are normally
installed in stackable units
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RELIEVING AND REDUCING VALVE
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PRIMARY PRESSURE REQUIRED FOR PRESELECTED
PRESSURE
The primary pressure must be 10 Kgf / Cm2 higher than the
preselected pressure.
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FLOW CONTROL AND RELIEF VALVES
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STABLE PERFORMANCE, IT IS RECOMMENDED THAT YUKEN' S
APPLICABLE POWER AMPLIFIERS BE USED
AMP-W-1040-24-10
YU-AMP-DRT
INSTRUCTIONS:
Drain Back Pressure
Check that the drain back pressure dose not exceed 2 Kgf / Cm2.
When Relief Valve Passing Flow Rate is Low in Pressure Control State.
To avoid preselected pressure instability, use a passing flow rate of 10 lpm or higher for
nominal sizes 03 and 06 or 15 lpm or higher for nominal size 10. Further, check that the
tank-line back pressure does not exceed 5 Kgf / Cm2.
Safety Valve Pressure Setting
The pressure of the safety valve is preset at the value equal to the upper limit of the
pressure adjustment range plus 20 Kgf / Cm2. Please adjust the pressure of the valve so
preset to meet the pressure to be used actually to lower the pressure setting, turn the
safety valve pressure adjustment screw anti-clockwise. After adjustment, be sure to
tighten the lock nut.
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FLOW CONTROL / FLOW CONTROL AND CHECK VALVES
These valves are optimal for such a usage where the start-up,
stop and speed change of the actuator are required to be done
without shocks.
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DIRECTION AND FLOW CONTROL VALVES
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Response characteristics of 52Hz/-3dB (± 25 %amplitude) equivalent to those
for servo valves.
The valves can be used in place of servo valves of 5OHz response class for
position control or pressure control.
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RELIEVING AND REDUCING VALVE
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HYDRAULIC ACTUATORS
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Cylinders. A cylinder is a hydraulic actuator that is constructed of a
piston or plunger that operates in a cylindrical housing by the action
of liquid under pressure.
shows the basic parts of a cylinder. A cylinder housing is a tube in
which a plunger (piston) operates.
In a ram-type cylinder, a ram actuates a load directly. In a piston
cylinder, a piston rod is connected to a piston to actuate a load.
An end of a cylinder from which a rod or plunger protrudes is a rod
end. The opposite end is a head end
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SINGLE-ACTING CYLINDER.
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DOUBLE-ACTING CYLINDER.
This cylinder (Figure ) must have ports at the head and rod ends. Pumping oil
into
the head end moves a piston to extend a rod while any oil in the rod end is
pushed
out and returned to a reservoir.
To retract a rod, flow is reversed. Oil from a pump goes into a rod end, and a
head-end port is connected to allow return flow.
The flow direction to and from a double-acting cylinder can be controlled by a
double-acting directional valve or by actuating a control of a reversible pump.
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TELESCOPING, RAM-TYPE, ACTUATING CYLINDER
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CUSHIONED CYLINDER.
To slow an action and prevent shock at the end of a piston stroke, some
actuating cylinders are constructed with a cushioning device at either or
both ends of a cylinder.
This cushion is usually a metering device built into a cylinder to restrict
the flow at an outlet port, thereby slowing down the motion of a piston.
Figure 4-7 shows a cushioned actuating cylinder.
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TROUBLE SHOOTING
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ACTUATOR
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A. EXTERNAL LEAKAGE:
If a cylinder’s end caps are leaking, tighten them. If the leaks still do not stop,
replace the gasket. If a cylinder leaks around a piston rod, replace the
packing. Make sure that a seal lip faces toward the pressure oil. If a seal
continues to leak, check
B. INTERNAL LEAKAGE.
Leakage past the piston seals inside a cylinder can cause sluggish movement
or settling under load. Piston leakage can be caused by worn piston seals or
rings or scored cylinder walls. The latter may be caused by dirt and grit in the
oil.
NOTE: (When repairing a cylinder, replace all the seals and packing
before reassembly).
C. CREEPING CYLINDER:
If a cylinder creeps when stopped in mid stroke, check for internal leakage,
Another cause could be a worn control valve.
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D. SLUGGISH OPERATION:
Air in a cylinder is the most common cause of sluggish action.
Internal leakage in a cylinder is another cause. If an action is sluggish when
starting up a system, but speeds up when a system is warm, check for oil of
too high a viscosity (see the machine's operating manual). If a cylinder is still
sluggish after these checks, test the whole circuit for worn components.
E. LOOSE MOUNTING:
Pivot points and mounts may be loose. The bolts or pins may need to be
tightened, or they may be worn out. Too much slop or float in a cylinder’s
mountings damages the piston-rod seals. Periodically check all the cylinders
for loose mountings.
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DIRECTION CONTROL
VALVE
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DIRECTIONAL-CONTROL VALVES
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CONSIDER THE FOLLOWING WHEN TROUBLESHOOTING
DIRECTIONAL-CONTROL VALVES BECAUSE THE ACTUATING
CYLINDER CREEPS OR DRIFTS:
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FLOW CONTROL
VALVE
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PRESSURE CONTROL
VALVE
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RELIEF VALVES.
CONSIDER THE FOLLOWING, WHEN TROUBLESHOOTING RELIEF
VALVES BECAUSE THEY HAVE LOW OR ERRATIC PRESSURE:
• Dirt, chip, or burrs are holding the valve partially open.
• Spring is weak.
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Consider the following when troubleshooting relief valves because they have
no pressure:
• Orifice or balance hole is plugged.
• Poppet does not seat.
• Valve has a loose fit.
• Valve in the body or the cover binds.
• Spring is broken.
• Dirt, chip, or burrs are holding the valve partially open.
• Poppet or seat is worn or damaged.
• Valve in the body or on the seat is cocking.
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CONSIDER THE FOLLOWING WHEN TROUBLESHOOTING RELIEF
VALVES BECAUSE THEY HAVE EXCESSIVE NOISE OR CHATTER:
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CONSIDER THE FOLLOWING WHEN TROUBLESHOOTING RELIEF
VALVES BECAUSE THEY MIGHT BE OVERHEATING THE SYSTEM:
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PRESSURE-REDUCING VALVES:
WHEN TROUBLESHOOTING PRESSURE REDUCING VALVES
BECAUSE THEY HAVE ERRATIC PRESSURE:
• Dirt is in the oil.
• Poppet or seat is worn.
• Orifice or balance hole is restricted.
• Valve spool binds in the body.
• Drain line is not open freely to a reservoir.
• Spring ends are not square.
• Valve has an improper spring.
• Spring is fatigued.
• Valve needs an adjustment.
• Spool bore is worn.
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VALVE FAILURES AND REMEDIES.
Hydraulic valves are precision-made and must be very accurate in
controlling a fluid’s pressure, direction, and volume within a system.
Generally, no packing are used on valves since leakage is slight, as long as
the valves are carefully fitted and kept in good condition.
Contaminants, such as dirt in the oil, are the major problems in valve
failures. Small amounts of dirt, lint, rust, or sludge can cause annoying
malfunctions and extensively damage valve parts.
Such material will cause a valve to stick, plug small openings, or abrade the
mating surfaces until a valve leaks. Any of these conditions will result in
poor machine operation, or even complete stoppage. This damage may be
eliminated if operators use care in keeping out dirt.
Use only the specified oils in a hydraulic system. Follow the
recommendations in a machine’s operator's manual. Because oxidation
produces rust particles, use an oil that will not oxidize.
Change the oil and service the filters regularly.
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SERVICING VALVES:
DO THE FOLLOWING BEFORE SERVICING A VALVE:
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• Clean a valve and its surrounding area before removing any part for
service. Use steam-cleaning equipment if available; however, do not allow
water to enter a system.
• Use fuel oil or other suitable solvents to clean with if steam cleaning is not
possible. However, never use paint thinner or acetone. Plug the port holes
immediately after disconnecting the lines.
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DISASSEMBLING VALVES:
DO THE FOLLOWING WHEN DISASSEMBLING A VALVE:
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Directional-Control Valves. Directional-control- valve spools are installed in the valve
housing by a select hone fit. This is done to provide the closest possible fit between a
housing and a spool for minimum internal leakage and maximum holding qualities. To
make this close fit, you would need special factory techniques and equipment.
Therefore, most valve spools
and bodies are furnished for service only in matched sets and are not available
individually
for replacement.
When repairing these valves, inspect the valve spools and bores for burrs and scoring as
shown in Figure 5-40. The spools may become coated with impurities from the
hydraulic oil.
When scoring or coating is not deep enough to cause a leakage problem, polish the
surfaces
with crocus cloth. Do not remove any of the valve material. Replace a valve’s body and
spool
if scoring or coating is excessive. If a valve’s action was erratic or sticky before you
removed
it, it may be unbalanced because BASIC
of wear on the spools or body; replace the valve.
HYDRAULICS