Module 2
Module 2
• Hydraulic actuators are devices used to convert pressure energy of the fluid into
  mechanical energy.
                                                                                      2
           LINEAR ACTUATORS
Hydraulic cylinders are of the following types:
• Single-acting cylinders.
• Double-acting cylinders.
• Telescopic cylinders.
• Tandem cylinders.
                                                  3
          LINEAR ACTUATORS
                                Single-acting cylinders
• It consists of a piston inside a cylindrical housing called barrel. On one end of the
  piston there is a rod, which can reciprocate. At the opposite end, there is a port
  for the entrance and exit of oil.
                                                                                          4
LINEAR ACTUATORS
            Single-acting cylinders
                                      5
  LINEAR ACTUATORS
                          Single-acting cylinders
a) Gravity-Return Single-Acting Cylinder
                                                          7
   LINEAR ACTUATORS
                       Double-acting cylinders
a) Double-acting cylinder with a piston rod on one side
                                                          8
            LINEAR ACTUATORS
                               Double-acting cylinders
b) Double-acting cylinder with a piston rod on both sides
• A double-acting cylinder with a piston rod on both sides is a cylinder with a rod
    extending from both ends.
• This cylinder can be used in an application where work can be done by both ends of
    the cylinder, thereby making the cylinder more productive.
                                                                                9
            LINEAR ACTUATORS
                                   Telescopic cylinders
• A telescopic cylinder is used when a long stroke length and a short retracted length are
  required.
• The telescopic cylinder extends in stages, each stage consisting of a sleeve that fits
  inside the previous stage.
• They are more expensive than standard cylinders due to their more complex
  construction.
                                                                                       10
LINEAR ACTUATORS
             Telescopic cylinders
                                    11
            LINEAR ACTUATORS
                                   Telescopic cylinders
• They generally consist of a nest of tubes and operate on the displacement principle. The
 tubes are supported by bearing rings, the innermost (rear) set of which have grooves or
 channels to allow fluid flow.
• The front bearing assembly on each section includes seals and wiper rings. Stop rings
 limit the movement of each section, thus preventing separation. When the cylinder
 extends, all the sections move together until the outer section is prevented from
 further extension by its stop ring.
• The remaining sections continue out-stroking until the second outermost section
 reaches the limit of its stroke; this process continues until all sections are extended,
                                                                                        12
            LINEAR ACTUATORS
                                    Tandem cylinders
• A tandem cylinder is used in applications where a large amount of force is required
  from a small-diameter cylinder.
• Pressure is applied to both pistons, resulting in increased force because of the larger
  area. The drawback is that these cylinders must be longer than a standard cylinder
  to achieve an equal speed because flow must go to both pistons.
                                                                                       13
           ROTARY ACTUATORS
• A hydraulic motor is a device which converts fluid power into rotary power or
  converts fluid pressure into torque.
• Torque is a function of pressure or, in other words, the motor input pressure level
  is determined by the resisting torque at the output shaft.
• Hydraulic motors can be applied directly to the work. They provide excellent
  control for acceleration, operating speed, deceleration, smooth reversals and
  positioning.
                                                                                    14
          ROTARY ACTUATORS
 In high-speed low-torque motors, the shaft is driven directly from either the barrel
 or the cam plate, whereas in low-speed high-torque motors, the shaft is driven
 through a differential gear arrangement that reduces the speed and increases the
 torque.
                                                                                   15
           ROTARY ACTUATORS
• Gear motors
• Vane motors
• Piston motors
    • Axial piston-type motors
    • Radial piston-type motors
                                                                         16
         ROTARY ACTUATORS
                                    Gear Motor
• A gear motor develops torque due to hydraulic pressure acting against the area of
  one tooth. There are two teeth trying to move the rotor in the proper direction,
  while one net tooth at the center mesh tries to move it in the opposite direction.
• In the design of a gear motor, one of the gears is keyed to an output shaft, while
  the other is simply an idler gear. Pressurized oil is sent to the inlet port of the
  motor.
• Pressure is then applied to the gear teeth, causing the gears and output shaft to
  rotate. The pressure builds until enough torque is generated to rotate the output
  shaft against the load.
                                                                                   17
ROTARY ACTUATORS
               Gear Motor
                            18
            ROTARY ACTUATORS
                                       Gear Motor
• Most of the gear motors are bidirectional. Reversing the direction of flow can reverse
  the direction of rotation.
• As in the case of gear pumps, volumetric displacement is fixed. Due to the high
  pressure at the inlet and low pressure at the outlet, a large side load on the shaft and
  bearings is produced.
• Gear motors are normally limited to 150 bar operating pressures and 2500 RPM
  operating speed.
                                                                                       19
            ROTARY ACTUATORS
                                       Vane Motor
• Vane motor consisting of a circular chamber in which there is an eccentric rotor carrying
  several spring or pressure-loaded vanes.
• Because the fluid flowing through the inlet port finds more area of vanes exposed in the
  upper half of the motor, it exerts more force on the upper vanes, and the rotor turns
  counterclockwise. Close tolerances are maintained between the vanes and ring to
  provide high efficiencies.
                                                                                      20
ROTARY ACTUATORS
              Vane Motor
                           21
            ROTARY ACTUATORS
                                       Piston Motor
Piston Motors
• According to the piston of the cylinder block and the drive shaft, piston motors are
  classified as follows:
 a) Axial piston motors.
 b) Radial piston motors.
                                                                                     22
         ROTARY ACTUATORS
                                    Piston Motor
Axial Piston Motors
• In axial piston motors, the piston reciprocates parallel to the axis of the cylinder
  block. They generate torque by pressure acting on the ends of pistons
  reciprocating inside a cylinder block.
• Pressure acting on the ends of the piston generates a force against an angled
  swash plate. This causes the cylinder block to rotate with a torque that is
  proportional to the area of the pistons.
• The torque is also a function of the swash-plate angle. The inline piston motor is
  designed either as a fixed- or a variable-displacement unit. The swash plate
  determines the volumetric displacement.
                                                                                    23
  ROTARY ACTUATORS
                       Piston Motor
Axial Piston Motors
• A bent-axis piston motor develops torque due to pressure acting on the reciprocating
  piston.
• In this motor, the cylinder block and drive shaft mount at an angel to each other so that the
  force is exerted on the drive shaft flange.
• Speed and torque depend on the angle between the cylinder block and the drive shaft. The
  larger the angle, the greater the displacement and torque, and the smaller the speed.
                                                                                             25
  ROTARY ACTUATORS
                      Piston Motor
Axial Piston Motors
                                                                      27
SEMI-ROTARY ACTUATORS
                        28
           SEMI-ROTARY ACTUATORS
• These are devices used to convert fluid energy into a torque which turns through an
  angle limited by the design of the actuator.
• With the majority of designs, the angle of rotation is limited to 3600 although it is
  possible to considerably exceed this when using piston-operated actuators.
                                                                                  29
   SEMI-ROTARY ACTUATORS
            Vane-Type Semi-Rotary Actuator (Single Vane)
• A vane-type semi-rotary actuator consists of a vane connected to an
  output shaft.
                                                                            30
SEMI-ROTARY ACTUATORS
     Vane-Type Semi-Rotary Actuator (Single Vane)
                                                    31
  SEMI-ROTARY ACTUATORS
               Two-Vane-Type Semi-Rotary Actuator
• The advantage of this design is that the torque output is increased
  because the area subjected to pressure is large. However, two-vane
  models cannot rotate as many degrees as can single-vane models. It
  is limited to 100°.
                                                                        32
   SEMI-ROTARY ACTUATORS
               Chain and Sprocket Semi-Rotary Actuator
• In this design, an endless chain and a sprocket are used.
• The chain is anchored to two pistons, one large and other small,
  which when in their respective bores separate the half of the unit.
  The larger cylinder is the power cylinder and the smaller cylinder is
  the chain return or seal cylinder.
                                                                          33
   SEMI-ROTARY ACTUATORS
              Chain and Sprocket Semi-Rotary Actuator
• The idler is automatically a tensioned one, so that a constant tension
  is maintained.
• The movement of larger piston pulls the chain, causing the sprocket
  and output shaft to rotate.
                                                                           34
SEMI-ROTARY ACTUATORS
      Chain and Sprocket Semi-Rotary Actuator
                                                35
   SEMI-ROTARY ACTUATORS
                  Rack and Pinion Rotary Actuator
• A rack and pinion rotary actuator is a commonly used design for
  obtaining partial revolution actuation.
• The rack gear on the piston rod turns the pinion gear, thereby
  converting the linear motion of the piston into rotary motion, which
  is transmitted to the load through the output shaft.
                                                                         36
SEMI-ROTARY ACTUATORS
         Rack and Pinion Rotary Actuator
                                           37
   SEMI-ROTARY ACTUATORS
                   Rack and Pinion Rotary Actuator
• In another design, the cylinder drives a pinion gear and the rack is an
  integral part of the piston rod. The angle of rotation depends upon
  the stroke of the cylinder, rack and the pitch circle diameter of the
  pinion. The start and finish of the stroke are adjusted by means of an
  internal stop
                                                                            38
  LEVER SYSTEMS
• Among these, lever mechanisms such as toggles, the rotary devices and the push--pull
  devices use a hydraulic cylinder.
                                                                               39
    LEVER SYSTEMS
                                   First-Class Lever System
• In this lever system, the fixed-hinge point is located in between the cylinder and the loading
  point.
• In this system, the downward load acts at the lever end. The cylinder has to apply a
  downward force to lift the load.
• The cylinder has a clevis mounting arrangement; it pivots about its eye-end center through an
  angle. However, the effect of this angle (around 10° to 15°) is negligible on the force and
  hence cannot be considered.
                                                                                        40
LEVER SYSTEMS
                First-Class Lever System
                                           41
    LEVER SYSTEMS
                                    First-Class Lever System
Here   Fload = load to be operated
       Fcyl = load to be exerted by a hydraulic cylinder
       L1= distance from the rod end to the pivot point
       L2= distance from the pivot point to the loading point
       θ= inclination of the lever measured with respect to the      horizontal line at the hinge.
• When the load is being lifted, the cylinder force rotates the lever in an anticlockwise direction
  about the pivot point.
                                                                                           42
    LEVER SYSTEMS
                                   First-Class Lever System
• At the same time, the force due to the load acting causes a clockwise moment. At
  equilibrium, the two moments are equal.
• Suppose the centerline of the hydraulic cylinder tilts by an offset angle ϕ from the vertical;
  the relationship becomes
                                                                                        43
LEVER SYSTEMS
                Second-Class Lever System
                                            44
    LEVER SYSTEMS
                                   Second-Class Lever System
• In this lever system, the loading point is in between the cylinder and the hinge point.
• Equating moments about the fixed-hinge pin, we can write
• Compared to the first-class lever, the second-class lever requires smaller cylinder force to
  drive the given load force for same L1 and L2 and load force. So a smaller size cylinder can be
  used.
                                                                                            45
LEVER SYSTEMS
                Third-Class Lever System
                                           46
    LEVER SYSTEMS
                                     Third-Class Lever System
• For a third-class lever system, the cylinder rod pin lies between the load road pin and the
  fixed-hinge pin of the lever.
• One of the most important considerations in any fluid power system is control. If control
  components are not properly selected, the entire system does not function as required.
• A valve is a device that receives an external signal (mechanical, fluid pilot signal, electrical or
  electronics) to release, stop or redirect the fluid that flows through it.
                                                                                             48
    CONTROL ELEMENTS
1. Direction control valves (DCVs): They determine the path through which a fluid transverses
   a given circuit.
2. Pressure control valves: They protect the system against overpressure, which may occur due
  to a sudden surge as valves open or close or due to an increase in fluid demand.
3. Flow control valves: The control of actuator speeds can be accomplished through use of flow
  control valves.
                                                                                      49
    DIRECTION CONTROL VALVES
• The function of a Directional control valve is to control the direction of fluid flow in any
  hydraulic system.
   • To start, stop, accelerate, decelerate and change the direction of motion of a hydraulic actuator.
   • To permit the free flow from the pump to the reservoir at low pressure when the pump’s delivery is not
     needed into the system.
   • To vent the relief valve by either electrical or mechanical control.
   • To isolate certain branch of a circuit.
                                                                                                  50
DIRECTION CONTROL VALVES
 •   Check valves.
 •   Shuttle valves.
 •   Two-way valves.
 •   Three-way valves.
 •   Four-way valves.
                                           51
    DIRECTION CONTROL VALVES
                                           Check Valve
• A check valve allows flow in one direction, but blocks the flow in the opposite direction.
• In Figure, a light spring holds the ball against the valve seat. Flow coming into the inlet pushes
  the ball off the seat against the light force of the spring and continues to the outlet.
                                                                                            52
    DIRECTION CONTROL VALVES
                                           Check Valve
• A very low pressure is required to hold the valve open in this direction.
• If the flow tries to enter from the opposite direction, the pressure pushes the ball against the
  seat and the flow cannot pass through.
                                                                                          53
    DIRECTION CONTROL VALVES
                                         Check Valve
• A poppet is a specially shaped plug element held on a valve seat by a light spring.
• Fluid flows through the valve in the space between the seat and poppet. In the free flow
  direction, the fluid pressure overcomes the spring force. If the flow is attempted in the
  opposite direction, the fluid pressure pushes the poppet in the closed position. Therefore, no
  flow is permitted.
                                                                                        54
    DIRECTION CONTROL VALVES
                                         Shuttle Valve
• A shuttle valve allows two alternate flow sources to be connected in a one-branch circuit.
• Outlet A receives flow from an inlet that is at a higher pressure.
                                                                                         55
    DIRECTION CONTROL VALVES
                                         Shuttle Valve
• One application for a shuttle valve is to have a primary pump inlet P1 and a secondary pump
  inlet P2 connected to the system outlet A.
• The secondary pump acts as a backup, supplying flow to the system if the primary pump
  loses pressure.
• The larger diameter portion of the spool, the spool land blocks flow by covering the port.
                                                                                            58
    DIRECTION CONTROL VALVES
                                         2/2-Way DCV
• Figure (b) shows the valve in its actuated state and its corresponding symbol.
• The valve is shifted into this position by applying a force to overcome the resistance of the
  spring. In this position, the flow is allowed to go to the outlet port.
                                                                                       59
    DIRECTION CONTROL VALVES
                                        3/2-Way DCV
• Three-way valves either block or allow flow from an inlet to an outlet. They also allow the
  outlet to flow back to the tank when the pump is blocked. A three-way valve has three ports,
  namely, a pressure inlet (P), an outlet to the system (A) and a return to the tank (T).
                                                                                      60
    DIRECTION CONTROL VALVES
                                          4/2-Way DCV
• Four-way DCVs are capable of controlling double-acting cylinders and bidirectional motors.
• A four-way has four ports labeled P, T, A and B. P is the pressure inlet and T is the return to
  the tank; A and B are outlets to the system.
                                                                                          62
    DIRECTION CONTROL VALVES
• An internal valve mechanism that directs the flow of fluid. Such a mechanism can either be a
  poppet, a ball, a sliding spool, a rotary plug or a rotary disk.
• Number of switching positions (usually 2 or 3).
• Number of connecting ports or ways.
• Method of valve actuation that causes the valve mechanism to move into an alternate
  position.
                                                                                      63
    DIRECTION CONTROL VALVES
• Direct controlled DCV: A valve is actuated directly on the valve spool. This is suitable for
  small-sized valves.
• Indirect controlled DCV: A valve is actuated by a pilot line or using a solenoid or by the
  combination of electrohydraulic and electro-pneumatic means. The use of solenoid reduces
  the size of the valve.
                                                                                      64
    DIRECTION CONTROL VALVES
• Rotary spool type: In this type, the spool is rotated to change the direction of fluid. It has
  longitudinal grooves. The rotary spools are usually manually operated.
• Sliding spool type: This consists of a specially shaped spool and a means of positioning the
  spool. The spool is fitted with precision into the body bore through the longitudinal axis of
  the valve body. The lands of the spool divide this bore into a series of separate chambers. The
  ports of the valve body lead into these chambers and the position of the spool determines
  the nature of inter-connection between the ports.
                                                                                         65
    DIRECTION CONTROL VALVES
Actuating Devices
• Manually operated: In manually operated DCVs, the spool is shifted manually by moving a
  handle pushing a button or stepping on a foot pedal.
• Mechanically operated: The spool is shifted by mechanical linkages such as cam and rollers.
• Solenoid operated: When an electric coil or a solenoid is energized, it creates a magnetic
  force that pulls the armature into the coil. This causes the armature to push the spool of the
  valve.
• Pilot operated: A DCV can also be shifted by applying a pilot signal (either hydraulic or
  pneumatic) against a piston at either end of the valve spool.
                                                                                        66
    FLOW CONTROL VALVE
• Flow-control valves control the rate of flow of a fluid through a hydraulic circuit.
• Flow-control valves accurately limit the fluid volume rate from fixed displacement pump to or
  from branch circuits.
• Their function is to provide velocity control of linear actuators, or speed control of rotary
  actuators.
• It also allow one fixed displacement pump to supply two or more branch circuits fluid at
  different flow rates on a priority basis.
                                                                                         67
    FLOW CONTROL VALVE
1. Regulate the speed of linear and rotary actuators: They control the speed of piston that is
   dependent on the flow rate and area of the piston:
                                                                                      68
    FLOW CONTROL VALVE
2. Regulate the power available to the sub-circuits by controlling the flow to them:
3. Proportionally divide or regulate the pump flow to various branches of the circuit: It
  transfers the power developed by the main pump to different sectors of the circuit to manage
  multiple tasks, if necessary.
                                                                                       69
    FLOW CONTROL VALVE
1. Non-pressure compensated.
2. Pressure compensated.
                                        70
FLOW CONTROL VALVES
                          Non-pressure compensated
  • Non-pressure-compensated flow-control valves are used when the system pressure is
    relatively constant and motoring speeds are not too critical.
  • The operating principle behind these valves is that the flow through an orifice
    remains constant if the pressure drop across it remains the same.
  • In other words, the rate of flow through an orifice depends on the pressure drop
    across it.
                                                                              71
FLOW CONTROL VALVES
                             Non-pressure compensated
• It consists of a screw (and needle) inside a tube-like structure. It has an adjustable
  orifice that can be used to reduce the flow in a circuit. The size of the orifice is adjusted
  by turning the adjustment screw that raises or lowers the needle. For a given opening
  position, a needle valve behaves as an orifice.
                                                                                       72
FLOW CONTROL VALVES
                            Non-pressure compensated
 • Sometimes needle valves come with an integrated check valve for controlling the flow
   in one direction only.
 • The check valve permits easy flow in the opposite direction without any restrictions.
                                                                                    73
FLOW CONTROL VALVES
                             Pressure compensated
  • Pressure-compensated flow-control valves overcome the difficulty caused by non-
    pressure-compensated valves by changing the size of the orifice in relation to the
    changes in the system pressure.
  • Once the valve is set, the pressure compensator acts to keep the pressure drop
    nearly constant. It works on a kind of feedback mechanism from the outlet pressure.
    This keeps the flow through the orifice nearly constant.
                                                                               74
FLOW CONTROL VALVES
                  Pressure compensated
                                         75
  PRESSURE CONTROL VALVES
                                                             77
   PRESSURE CONTROL VALVES
                                                                           78
     PRESSURE CONTROL VALVES
•   Pressure-relief valve.
•   Pressure-reducing valve.
•   Unloading valve
•   Counterbalance valve.
•   Pressure sequence valve.
                               79
   PRESSURE CONTROL VALVES
                       Pressure-Relief Valves
• Pressure-relief valves limit the maximum pressure in a hydraulic
  circuit by providing an alternate path for fluid flow when the
  pressure reaches a preset level.
                                                                         80
   PRESSURE CONTROL VALVES
                       Pressure-Relief Valves
• Schematic diagram of simple relief valve is shown in figure. It is
  normally a closed valve whose function is to limit the pressure to a
  specified maximum value by diverting pump flow back to the tank.
Symbol
                                                                         81
   PRESSURE CONTROL VALVES
                        Pressure-Relief Valves
• A poppet is held seated inside the valve by a heavy spring. When the
  system pressure reaches a high enough value, the poppet is forced
  off its seat. This permits flow through the outlet to the tank as long
  as this high pressure level is maintained.
• Note the external adjusting screw, which varies spring force and,
  thus, the pressure at which the valve begins to open (cracking
  pressure).
                                                                           82
  PRESSURE CONTROL VALVES
                     Pressure-Reducing Valve
• This type of valve (which is normally open) is used to maintain
  reduced pressures in specified locations of hydraulic systems.
Symbol
                                                                     83
   PRESSURE CONTROL VALVES
                       Pressure-Reducing Valve
• A pressure-reducing valve uses a spring-loaded spool to control the
  downstream pressure.
• If the downstream pressure is below the valve setting, the fluid flows
  freely from the inlet to the outlet.
                                                                           84
PRESSURE CONTROL VALVES
           Pressure-Reducing Valve
                                     85
   PRESSURE CONTROL VALVES
                        Pressure-Reducing Valve
• When the outlet (downstream) pressure increases to the valve
  setting, the spool moves to the right to partially block the outlet port.
  Just enough flow is passed to the outlet to maintain its preset
  pressure level.
                                                                              86
   PRESSURE CONTROL VALVES
                          Unloading Valves
• Unloading valves are pressure-control devices that are used to dump
  excess fluid to the tank at little or no pressure.
• The valve has two ports: one is connected to the tank and another is
  connected to the pump. The valve is operated by movement of the
  spool.
                                                                         87
PRESSURE CONTROL VALVES
              Unloading Valve
Symbol
                                88
   PRESSURE CONTROL VALVES
                          Unloading Valves
• Normally, the valve is closed and the tank port is also closed. These
  valves are used to permit a pump to operate at the minimum load.
• It works on the same principle as direct control valve that the pump
  delivery is diverted to the tank when sufficient pilot pressure is
  applied to move the spool.
                                                                          89
   PRESSURE CONTROL VALVES
                            Unloading Valves
• The pilot pressure maintains a static pressure to hold the valve
  opened. The pilot pressure holds the valve until the pump delivery is
  needed in the system.
                                                                              90
PRESSURE CONTROL VALVES
              Unloading Valves
                                 91
PRESSURE CONTROL VALVES
              Unloading Valves
                                 92
   PRESSURE CONTROL VALVES
                        Counterbalance Valve
• These normally closed valves are primarily used to maintain a back
  pressure on a vertical cylinder to prevent it from falling due to
  gravity.
                                                                          93
PRESSURE CONTROL VALVES
            Counterbalance Valve
Symbol
                                   94
   PRESSURE CONTROL VALVES
                        Counterbalance Valve
• Counterbalance valves work on the principle that the fluid is trapped
  under pressure until pilot pressure overcomes the pre-set value of
  spring force.
                                                                          95
   PRESSURE CONTROL VALVES
                       Pressure Sequence Valve
• A sequence valve is a pressure-control valve that is used to force two
  actuators to operate in sequence.
                                                                           96
PRESSURE CONTROL VALVES
           Pressure Sequence Valve
                                     97
PRESSURE CONTROL VALVES
           Pressure Sequence Valve
98