Hydraulic machines use liquid fluid power to perform work. Heavy construction vehicles are a common example. In this type of machine, hydraulic fluid is pumped to various hydraulic motors and hydraulic cylinders throughout the machine and becomes pressurized according to the resistance present. The fluid is controlled directly or automatically by control valves and distributed through hoses, tubes, or pipes.
Hydraulic systems, like pneumatic systems, are based on Pascal's law which states that any pressure applied to a fluid inside a closed system will transmit that pressure equally everywhere and in all directions. A hydraulic system uses an incompressible liquid as its fluid, rather than a compressible gas.
The popularity of hydraulic machinery is due to the large amount of power that can be transferred through small tubes and flexible hoses, the high power density and a wide array of actuators that can make use of this power, and the huge multiplication of forces that can be achieved by applying pressures over relatively large areas. One drawback, compared to machines using gears and shafts, is that any transmission of power results in some losses due to resistance of fluid flow through the piping.
History Joseph Bramah patented the hydraulic press in 1795. While working at Bramah's shop, Henry Maudslay suggested a cup leather packing. Because it produced superior results, the hydraulic press eventually displaced the steam hammer for metal forging.
To supply large-scale power that was impractical for individual steam engines, central station hydraulic systems were developed. Hydraulic power was used to operate cranes and other machinery in British ports and elsewhere in Europe. The largest hydraulic system was in London. Hydraulic power was used extensively in Bessemer steel production. Hydraulic power was also used for elevators and to operate canal locks and rotating sections of bridges. Some of these systems remained in use well into the twentieth century.
Harry Franklin Vickers was called the "Father of Industrial Hydraulics" by ASME.
Force and torque multiplication A fundamental feature of hydraulic systems is the ability to apply force or torque multiplication in an easy way, independent of the distance between the input and output, without the need for mechanical gears or levers, either by altering the effective areas in two connected cylinders or the effective displacement (cc/rev) between a pump and motor. In normal cases, hydraulic ratios are combined with a mechanical force or torque ratio for optimum machine designs such as boom movements and track drives for an excavator.
Examples
Two hydraulic cylinders interconnected Cylinder C1 is one inch in radius, and cylinder C2 is ten inches in radius. If the force exerted on C1 is 10 lbf, the force exerted by C2 is 1000 lbf because C2 is a hundred times larger in area (S = πr²) as C1. The downside to this is that you have to move C1 a hundred inches to move C2 one inch. The most common use for this is the classical hydraulic jack where a pumping cylinder with a small diameter is connected to the lifting cylinder with a large diameter.
Pump and motor If a hydraulic rotary pump with the displacement 10 cc/rev is connected to a hydraulic rotary motor with 100 cc/rev, the shaft torque required to drive the pump is one-tenth of the torque then available at the motor shaft, but the shaft speed (rev/min) for the motor is also only one-tenth of the pump shaft speed. This combination is actually the same type of force multiplication as the cylinder example, just that the linear force in this case is a rotary force, defined as torque.
Both these examples are usually referred to as a hydraulic transmission or hydrostatic transmission involving a certain hydraulic "gear ratio".
Hydraulic circuits A hydraulic circuit is a system comprising an interconnected set of discrete components that transport liquid. The purpose of this system may be to control where fluid flows (as in a network of tubes of coolant in a thermodynamic system) or to control fluid pressure (as in hydraulic amplifiers). For example, hydraulic machinery uses hydraulic circuits (in which hydraulic fluid is pushed, under pressure, through hydraulic pumps, pipes, tubes, hoses, hydraulic motors, hydraulic cylinders, and so on) to move heavy loads. The approach of describing a fluid system in terms of discrete components is inspired by the success of electrical circuit theory. Just as electric circuit theory works when elements are discrete and linear, hydraulic circuit theory works best when the elements (passive components such as pipes or transmission lines or active components such as power packs or pumps) are discrete and linear. This usually means that hydraulic circuit analysis works best for long, thin tubes with discrete pumps, as found in chemical process flow systems or microscale devices.
The circuit comprises the following components: Active components Hydraulic power pack Transmission lines Hydraulic hoses Passive components Hydraulic cylinders
For the hydraulic fluid to do work, it must flow to the actuator and/or motors, then return to a reservoir. The fluid is then filtered and re-pumped. The path taken by hydraulic fluid is called a hydraulic circuit of which there are several types.
Open center circuits use pumps that supply a continuous flow. The flow is returned to tank through the control valve's open center; that is, when the control valve is centered, it provides an open return path to the tank and the fluid is not pumped to high pressure. Otherwise, if the control valve is actuated it routes fluid to and from an actuator and tank. The fluid's pressure will rise to meet any resistance, since the pump has a constant output. If the pressure rises too high, fluid returns to the tank through a pressure relief valve. Multiple control valves may be stacked in series. This type of circuit can use inexpensive, constant displacement pumps. Closed center circuits supply full pressure to the control valves, whether any valves are actuated or not. The pumps vary their flow rate, pumping very little hydraulic fluid until the operator actuates a valve. The valve's spool therefore doesn't need an open center return path to tank. Multiple valves can be connected in a parallel arrangement and system pressure is equal for all valves.
Open loop circuits Open-loop: Pump-inlet and motor-return (via the directional valve) are connected to the hydraulic tank. The term loop applies to feedback; the more correct term is open versus closed "circuit". Open center circuits use pumps which supply a continuous flow. The flow is returned to the tank through the control valve's open center; that is, when the control valve is centered, it provides an open return path to the tank and the fluid is not pumped to a high pressure. Otherwise, if the control valve is actuated it routes fluid to and from an actuator and tank. The fluid's pressure will rise to meet any resistance, since the pump has a constant output. If the pressure rises too high, fluid returns to the tank through a pressure relief valve. Multiple control valves may be stacked in series. This type of circuit can use inexpensive, constant displacement pumps.
Closed loop circuits Closed-loop: Motor-return is connected directly to the pump-inlet. To keep up pressure on the low pressure side, the circuits have a charge pump (a small gear pump) that supplies cooled and filtered oil to the low pressure side. Closed-loop circuits are generally used for hydrostatic transmissions in mobile applications. Advantages: No directional valve and better response, the circuit can work with higher pressure. The pump swivel angle covers both positive and negative flow direction. Disadvantages: The pump cannot be utilized for any other hydraulic function in an easy way and cooling can be a problem due to limited exchange of oil flow. High power closed loop systems generally must have a 'flush-valve' assembled in the circuit in order to exchange much more flow than the basic leakage flow from the pump and the motor, for increased cooling and filtering. The flush valve is normally integrated in the motor housing to get a cooling effect for the oil that is rotating in the motor housing itself. The losses in the motor housing from rotating effects and losses in the ball bearings can be considerable as motor speeds will reach 4000-5000 rev/min or even more at maximum vehicle speed. The leakage flow as well as the extra flush flow must be supplied by the charge pump. A large charge pump is thus very important if the transmission is designed for high pressures and high motor speeds. High oil temperature is usually a major problem when using hydrostatic transmissions at high vehicle speeds for longer periods, for instance when transporting the machine from one work place to the other. High oil temperatures for long periods will drastically reduce the lifetime of the transmission. To keep down the oil temperature, the system pressure during transport must be lowered, meaning that the minimum displacement for the motor must be limited to a reasonable value. Circuit pressure during transport around 200-250 bar is recommended.
Closed loop systems in mobile equipment are generally used for the transmission as an alternative to mechanical and hydrodynamic (converter) transmissions. The advantage is a stepless gear ratio (continuously variable speed/torque) and a more flexible control of the gear ratio depending on the load and operating conditions. The hydrostatic transmission is generally limited to around 200 kW maximum power, as the total cost gets too high at higher power compared to a hydrodynamic transmission. Large wheel loaders for instance and heavy machines are therefore usually equipped with converter transmissions. Recent technical achievements for the converter transmissions have improved the efficiency and developments in the software have also improved the characteristics, for example selectable gear shifting programs during operation and more gear steps, giving them characteristics close to the hydrostatic transmission.
Constant pressure and load-sensing systems Hydrostatic transmissions for earth moving machines, such as for track loaders, are often equipped with a separate 'inch pedal' that is used to temporarily increase the diesel engine rpm while reducing the vehicle speed in order to increase the available hydraulic power output for the working hydraulics at low speeds and increase the tractive effort. The function is similar to stalling a converter gearbox at high engine rpm. The inch function affects the preset characteristics for the 'hydrostatic' gear ratio versus diesel engine rpm.
Constant pressure systems The closed center circuits exist in two basic configurations, normally related to the regulator for the variable pump that supplies the oil: Constant pressure systems (CP), standard. Pump pressure always equals the pressure setting for the pump regulator. This setting must cover the maximum required load pressure. Pump delivers flow according to required sum of flow to the consumers. The CP system generates large power losses if the machine works with large variations in load pressure and the average system pressure is much lower than the pressure setting for the pump regulator. CP is simple in design, and works like a pneumatic system. New hydraulic functions can easily be added and the system is quick in response. Constant pressure systems, unloaded. Same basic configuration as 'standard' CP system but the pump is unloaded to a low stand-by pressure when all valves are in neutral position. Not so fast response as standard CP but pump lifetime is prolonged.
Load-sensing systems