MMA · E-5 BIB · Entry 2 of 5 · Publication

FLUID POWER

NAVEDTRA 14105A · CHAPTER 6, 7, 8

CHAPTER 6

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INDICATOR DISK BEARING OPERATOR BODY BUSHINGS RETAINING NUT THRUST WASHERS GASKET RETAINING RING DISK PIN VALVE BODY BALL GASKET BALL SEATS BUMPER VALVE STEM BEARING RETAINER TAILPIECE BEARING INTERNAL GEAR GEAR RING GEAR BONNET GREASE PLUG ECCENTRIC SHAFT INDICATOR SHAFTINDICATOR HANDWHEEL FPf06002 same function as the disk in other valves. As the valve handle is turned to open the valve, the ball rotates to a point where part or all of the hole through the ball is in line with the valve body inlet and outlet, allowing fluid to flow through the valve. When the ball is rotated so the hole is perpendicular to the flow openings of the valve body, the flow of fluid stops. Most ball valves are the quick-acting type. They require only a 90-degree turn to either completely open or close the valve. However, many are operated by planetary gears. This type of gearing allows the use of a relatively small handwheel and operating force to operate a fairly large valve. The gearing does, however, increase the operating time for the valve. Some ball valves also contain a swing check located within the ball to give the valve a check valve feature. Figure 6-2 shows a ball-stop, swing-check valve with a planetary gear operation. In addition to the ball valves shown in figures 6-1 and 6-2, there are three-way ball valves that are used to supply fluid from a single source to one component or the other in a two-component system (fig. 6-3). Figure 6-2.—Typical ball-stop, swing-check valve. 6-2

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FPf06005 FPf06004 OPEN CLOSED PORT A FPf06003 PORT B PORT C Figure 6-3.—Three-way ball valve. GATE VALVES Gate valves are used when a straight-line flow of fluid and minimum flow restriction are needed. Gate valves are so-named because the part that either stops or allows flow through the valve acts somewhat like a gate. The gate is usually wedge-shaped. When the valve is wide open the gate is fully drawn up into the valve bonnet. This leaves an opening for flow through the valve the same size as the pipe in which the valve is installed (fig. 6-4). Therefore, there is little pressure drop or flow restriction through the valve. Gate valves are not suitable for throttling purposes. The control of flow is difficult because of the valve’s design, and the flow of fluid slapping against a partially open gate can cause extensive damage to the valve. Except as specifically authorized, gate valves should not be used for throttling. Gate valves are classified as either rising-stem or nonrising-stem valves. The nonrising-stem valve is shown in figure 6-4. The stem is threaded into the gate. As the handwheel on the stem is rotated, the gate travels up or down the stem on the threads while the stem remains vertically stationary. This type of valve will almost always have a pointer indicator threaded onto the upper end of the stem to indicate the position of the gate. Valves with rising stems (fig. 6-5) are used when it is important to know by immediate inspection whether the valve is open or closed and when the threads (stem and gate) exposed to the fluid could become damaged by fluid contami- nants. In this valve, the stem rises out of the valve when the valve is opened. GLOBE VALVES Globe valves are probably the most common valves in existence. The globe valve gets its name Figure 6-4.—Operation of a gate valve. 6-3 Figure 6-5.—Rising stem gate valve.

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VIEW A VIEW B FPf06007 Figure 6-6.—Types of globe valve bodies. from the globular shape of the valve body. Other types of valves may also have globular-shaped bodies. Thus, it is the internal structure of the valve that identifies the type of valve. The inlet and outlet openings for globe valves are arranged in a way to satisfy the flow requirements. Figure 6-6 shows straight-, angle-, and cross-flow valves. The moving parts of a globe valve consist of the disk, the valve stem, and the handwheel. The stem connects the handwheel and the disk. It is threaded and fits into the threads in the valve bonnet. The part of the globe valve that controls flow is the disk, which is attached to the valve stem. (Disks are available in various designs.) The valve is closed by turning the valve stem in until the disk is seated into the valve seat. This prevents fluid from flowing through the valve (fig. 6-7, view A). The edge of the disk and the seat are very accurately machined so that they forma tight seal when the valve is closed. When the valve is open (fig. 6-7, view B), the fluid flows through the space between the edge of the disk and the seat. Since the fluid flows equally on all sides of the center of support when the valve is open, there is no unbalanced pressure on the disk to cause uneven wear. The rate at which fluid flows through the valve is regulated by the position of the disk in relation to the seat. The valve is commonly used as a fully open or fully closed valve, but it may be used as a throttle valve. However, since the seating surface is a relatively large area, it is not suitable as a throttle valve, where fine adjustments are required in controlling the rate of flow. The globe valve should never be jammed in the open position. After a valve is fully opened, the handwheel should be turned toward the closed position approximately one-half turn. Unless this is done, the valve is likely to seize in the open position, making it difficult, if not impossible, to close the valve. Many valves are damaged in this Figure 6-7.—Operation of a globe valve. 6-4 FPf06006 STRAIGHT-FLOW ANGLE-FLOW CROSS-FLOW Figure 6-6.—Types of globe valve bodies. from the globular shape of the valve body. Other types of valves may also have globular-shaped bodies. Thus, it is the internal structure of the valve that identifies the type of valve. The inlet and outlet openings for globe valves are arranged in a way to satisfy the flow requirements. Figure 6-6 shows straight-, angle-, and cross-flow valves. The moving parts of a globe valve consist of the disk, the valve stem, and the handwheel. The stem connects the handwheel and the disk. It is threaded and fits into the threads in the valve bonnet. The part of the globe valve that controls flow is the disk, which is attached to the valve stem. (Disks are available in various designs.) The valve is closed by turning the valve stem in until the disk is seated into the valve seat. This prevents fluid from flowing through the valve (fig. 6-7, view A). The edge of the disk and the seat are very accurately machined so that they forma tight seal when the valve is closed. When the valve is open (fig. 6-7, view B), the fluid flows through the space between the edge of the disk and the seat. Since the fluid flows equally on all sides of the center of support when the valve is open, there is no unbalanced pressure on the disk to cause uneven wear. The rate at which fluid flows through the valve is regulated by the position of the disk in relation to the seat. The valve is commonly used as a fully open or fully closed valve, but it may be used as a throttle valve. However, since the seating surface is a relatively large area, it is not suitable as a throttle valve, where fine adjustments are required in controlling the rate of flow. The globe valve should never be jammed in the open position. After a valve is fully opened, the handwheel should be turned toward the closed position approximately one-half turn. Unless this is done, the valve is likely to seize in the open position, making it difficult, if not impossible, to close the valve. Many valves are damaged in this Figure 6-7.—Operation of a globe valve. 6-4

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FPf06009 CLOSED FPf06008 OPEN manner. Another reason for not leaving globe valves in the fully open position is that it is sometimes difficult to determine if the valve is open or closed. If the valve is jammed in the open position, the stem may be damaged or broken by someone who thinks the valve is closed, and attempts to open it. It is important that globe valves be installed with the pressure against the face of the disk to keep the system pressure away from the stem packing when the valve is shut. NEEDLE VALVES Needle valves are similar in design and operation to the globe valve. Instead of a disk, a needle valve has a long tapered point at the end of the valve stem. A cross-sectional view of a needle valve is illustrated in figure 6-8. The long taper of the valve element permits a much smaller seating surface area than that of the globe valve; therefore, the needle valve is more suitable as a throttle valve. Needle valves are used to control flow into delicate gauges, which might be damaged by sudden surges of fluid under pressure. Needle valves are also used to control the end of a work cycle, where it is desirable for motion to be brought slowly to a halt, and at other points where precise adjustments of flow are necessary and where a small rate of flow is desired. Although many of the needle valves used in fluid power systems are the manually operated type (fig. 6-8), modifications of this type of valve are often used as variable restrictors. This valve is constructed without a handwheel and is adjusted to provide a specific rate of flow. This rate of flow will provide a desired time of operation for a particular subsystem. Since this type of valve can be adjusted to conform to the requirements of a particular system, it can be used in a variety of systems. Figure 6-9 illustrates a needle valve that was modified as a variable restrictor. HYDRAULIC AND PNEUMATIC GLOBE VALVES The valve consists of a valve body and a stem cartridge assembly. The stem cartridge assembly includes the bonnet, gland nut, packing, packing retainer, handle, stem, and seat. On small valves (1/8 and 1/4 inch) the stem is made in one piece, but on larger sizes it is made of a stem, guide, and stem retainer. The valve disk is made of nylon and is swaged into either the stem, for 1/8- and 1/4-inch valves, or the guide, for larger valves. The bonnet screws into the valve body with left-hand threads and is sealed by an O-ring (including a back-up ring). Figure 6-8. —Cross-sectional view of a needle valve. Figure 6-9. —Variable restrictor. 6-5

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FPf06010 STEM HANDLE BONNET GUIDE DISK INSERT SEAT BODY SEAT O-RING O-RING BACK-UP RING PACKING RETAINER GLAND NUT BONNET STEM 1/8" 8 1/4" 3/8"-2" GLOBE VALVE The valve is available with either a rising stem or a non-rising stem. The rising stem valve uses the same port body design as does the non-rising stem valve. The stem is threaded into the gland nut and screws outward as the valve is opened. This valve does not incorporate provisions for tightening the stem packing nor replacing the packing while the valve is in service; therefore, complete valve disassembly is required for maintenance. Figure 6-10 illustrates a rising stem hydraulic and pneumatic globe valve. Additional information on this valve is available in Standard Navy Valves, NAVSHIPS 0948-012-5000. PRESSURE CONTROL VALVES The safe and efficient operation of fluid power systems, system components, and related equipment requires a means of controlling pressure. There are many types of automatic pressure control valves. Some of them merely provide an escape for pressure that exceeds a set pressure; some only reduce the pressure to a lower pressure system or subsystem; and some keep the pressure in a system within a required range. RELIEF VALVES Some fluid power systems, even when operat- ing normally, may temporarily develop excessive pressure; for example, when an unusually strong work resistance is encountered. Relief valves are used to control this excess pressure. Relief valves are automatic valves used on system lines and equipment to prevent over- pressurization. Most relief valves simply lift (open) at a preset pressure and reset (shut) when the pressure drops slightly below the lifting pressure. They do not maintain flow or pressure at a given amount, but prevent pressure from rising above a specific level when the system is temporarily overloaded. Main system relief valves are generally installed between the pump or pressure source and the first system isolation valve. The valve must be large enough to allow the full output of the hydraulic pump to be delivered back to the reservoir. In a pneumatic system, the relief valve controls excess pressure by discharging the excess gas to the atmosphere. Figure 6-10.—Hydraulic and pneumatic globe valve (rising stem). 6-6

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B AB AA B FPf06012 Smaller relief valves, similar in design and operation to the main system relief valve, are often used in isolated parts of the system where a check valve or directional control valve prevents pressure from being relieved through the main system relief valve and where pressures must be relieved at a set point lower than that provided by the main system relief. These small relief valves are also used to relieve pressures caused by thermal expansion (see glossary) of the fluids. Figure 6-11 shows a typical relief valve. System pressure simply acts under the valve disk at the inlet to the valve. When the system pressure exceeds the force exerted by the valve spring, the valve disk lifts off of its seat, allowing some of the system fluid to escape through the valve outlet until the system pressure is reduced to just below the relief set point of the valve. All relief valves have an adjustment for increasing or decreasing the set relief pressure. Some relief valves are equipped with an adjusting screw for this purpose. This adjusting screw is usually covered with a cap, which must be removed before an adjustment can be made. Some type of locking device, such as a lock nut, is usually provided to prevent the adjustment from changing through vibration. Other types of relief valves are equipped with a handwheel for making adjustments to the valve. Either the adjusting screw or the handwheel is turned clockwise to increase the pressure at which the valve will open. In addition, most relief valves are also provided Figure 6-11 .—Relief valve. with an operating lever or some type of device to allow manual cycling or gagging the valve open for certain tasks. Various modifications of the relief valve shown in figure 6-11 are used to efficiently serve the requirements of some fluid power systems; however, this relief valve is unsatisfactory for some applications. To give you a better under- standing of the operation of relief valves, we will discuss some of the undesirable characteristics of this valve. A simple relief valve, such as the one illustrated in figure 6-11, with a suitable spring adjustment can be set so that it will open when the system pressure reaches a certain level, 500 psi for example. When the valve does open, the volume of flow to be handled may be greater than the capacity of the valve; therefore, pressure in the system may increase to several hundred psi above the set pressure before the valve brings the pressure under control. A simple relief valve will be effective under these conditions only if it is very large. In this case, it would operate stiffly and the valve element would chatter back and forth. In addition, the valve will not close until the system pressure decreases to a point somewhat below the opening pressure. The surface area of the valve element must be larger than that of the pressure opening if the valve is to seat satisfactorily as shown in figure 6-12. The pressure in the system acts on the valve element open to it. In each case in figure 6-12, the force exerted directly upward by system pressure when the valve is closed depends on the area (A) across the valve element where the element seats against the pressure tube. The moment the valve opens, however, the upward force exerted depends on the horizontal area (B) of the entire valve element, which is greater than area A. This causes an upward jump of the valve element immediately after it opens, because the Figure 6-12.—Pressure acting on different areas. 6-7

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FPf06013 VALVE CHAMBER PISTON PASSAGE STEM PASSAGE BALL PILOT VALVE SPRING PILOT VALVE ADJUSTING SCREW MAIN VALVE SPRING PISTON TO RESERVOIR STEM HIGH-PRESSURE LINE A B C same pressure acting over different areas produces forces proportional to the areas. It also requires a greater force to close the valve than was required to open it. As a result, the valve will not close until the system pressure has decreased to a certain point below the pressure required to open it. Let us assume that a valve of this type is set to open at 500 psi. (Refer to fig. 6-12.) When the valve is closed, the pressure acts on area A. If this area is 0.5 square inch, an upward force of 250 pounds (500 0.5) will be exerted on the valve at the moment of opening. With the valve open, however, the pressure acts on area B. If area B is 1 square inch, the upward force is 500 pounds, or double the force at which the valve actually opened. For the valve to close, pressure in the system would have to decrease well below the point at which the valve opened. The exact pressure would depend on the shape of the valve element. In some hydraulic systems, there is a pressure in the return line. This back pressure is caused by restrictions in the return line and will vary in relation to the amount of fluid flowing in the return line. This pressure creates a force on the back of the valve element and will increase the force necessary to open the valve and relieve system pressure. It follows that simple relief valves have a tendency to open and close rapidly as they “hunt” above and below the set pressure, causing pressure pulsations and undesirable vibrations and producing a noisy chatter. Because of the unsatisfactory performance of the simple relief valve in some applications, compound relief valves were developed. Compound relief valves use the principles of operation of simple relief valves for one stage of their action—that of the pilot valve. Provision is made to limit the amount of fluid that the pilot valve must handle, and thereby avoid the weaknesses of simple relief valves. (A pilot valve is a small valve used for operating another valve.) The operation of a compound relief valve is illustrated in figure 6-13. In view A, the main valve, which consists of a piston, stem, and spring, is closed, blocking flow from the high-pressure line to the reservoir. Fluid in the high-pressure line flows around the stem of the main valves as it flows to the actuating unit. The stem of the main valve is hollow (the stem passage) and contains the main valve spring, which forces the main valve against its seat. When the pilot valve is open the stem passage allows fluid to flow from the pilot Figure 6-13.—Operation of compound relief valve, 6-8

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valve, around the main valve spring, and down to the return line. There is also a narrow passage (piston passage) through the main valve piston. This passage connects the high-pressure line to the valve chamber. The pilot valve is a small, ball-type, spring- loaded check valve, which connects the top of the passage from the valve chamber with the passage through the main valve stem. The pilot valve is the control unit of the relief valve because the pressure at which the relief valve will open depends on the tension of the pilot valve spring. The pilot valve spring tension is adjusted by turning the adjusting screw so that the ball will unseat when system pressure reaches the preset limit. Fluid at line pressure flows through the narrow piston passage to fill the chamber. Because the line and the chamber are connected, the pressure in both are equal. The top and bottom of the main piston have equal areas; therefore, the hydraulic forces acting upward and downward are equal, and there is no tendency for the piston to move in either direction. The only other force acting on the main valve is that of the main valve spring, which holds it closed. When the pressure in the high-pressure line increases to the point at which the pilot valve is set, the ball unseats (fig. 6-13, view B). This opens the valve chamber through the valve stem passage to the low-pressure return line. Fluid immediately begins to flow out of the chamber, much faster than it can flow through the narrow piston passage. As a result the chamber pressure immediately drops, and the pilot valve begins to close again, restricting the outward flow of fluid. Chamber pressure therefore increases, the valve opens, and the cycle repeats. So far, the only part of the valve that has moved appreciably is the pilot, which functions just like any other simple spring-loaded relief valve. Because of the small size of the piston passage, there is a severe limit on the amount of overpressure protection the pilot can provide the system. All the pilot valve can do is limit fluid pressure in the valve chamber above the main piston to a preset maximum pressure, by allowing excess fluid to flow through the piston passage, through the stem passage, and into the return line. When pressure in the system increases to a value that is above the flow capacity of the pilot valve, the main valve opens, permitting excess fluid to flow directly to the return line. This is accomplished in the following manner. As system pressure increases, the upward force on the main piston overcomes the downward force, which consists of the tension of the main piston spring and the pressure of the fluid in the valve chamber (fig. 6-13, view C). The piston then rises, unseating the stem, and allows the fluid to flow from the system pressure line directly into the return line. This causes system pressure to decrease rapidly, since the main valve is designed to handle the complete output of the pump. When the pressure returns to normal, the pilot spring forces the ball onto the seat. Pressures are equal above and below the main piston, and the main spring forces the valve to seat. As you can see, the compound valve over- comes the greatest limitation of a simple relief valve by limiting the flow through the pilot valve to the quantity it can satisfactorily handle. This limits the pressure above the main valve and enables the main line pressure to open the main valve. In this way, the system is relieved when an overload exists. PRESSURE REGULATORS Pressure regulators, often referred to as unloading valves, are used in fluid power systems to regulate pressure. In pneumatic systems, the valve, commonly referred to as a pressure regulator, simply reduces pressure. This type of valve is discussed later in this chapter under pressure-reducing valves. In hydraulic systems the pressure regulator is used to unload the pump and to maintain and regulate system pressure at the desired values. All hydraulic systems do not require pressure regulators. The open-center system (discussed in chapter 12) does not require a pressure regulator. Many systems are equipped with variable-displacement pumps (discussed in chapter 4), which contain a pressure-regulating device. Pressure regulators are made in a variety of types and by various manufacturers; however, the 6-9

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RETURN TO RESERVOIR PILOT VALVE INLET OUTLET CHECK VALVE PISTON SPRING A B FPf06014 basic operating principles of all regulators are similar to the one illustrated in figure 6-14. A regulator is open when it is directing fluid under pressure into the system (fig. 6-14, view A). In the closed position (fig. 6-14, view B), the fluid in the part of the system beyond the regulator is trapped at the desired pressure, and the fluid from the pump is bypassed into the return line and back to the reservoir. To prevent constant opening and closing (chatter), the regulator is designed to open at a pressure somewhat lower than the closing pressure. This difference is known as differential or operating range. For example, assume that a pressure regulator is set to open when the system pressure drops below 600 psi, and close when the pressure rises above 800 psi. The differential or operating range is 200 psi. Referring to figure 6-14, assume that the piston has an area of 1 square inch, the pilot valve has a cross-sectional area of one-fourth square inch, and the piston spring provides 600 pounds of force pushing the piston down. When the pressure in the system is less than 600 psi, fluid from the pump will enter the inlet port, flow to the top of the regulator, and then to the pilot valve. When the pressure of the fluid at the inlet increases to the point where the force it creates against the front of the check valve exceeds the force created against the back of the check valve by system pressure and the check valve spring, the check valve opens. This allows fluid to flow into the system and to the bottom of the regulator against the piston. When the force created by the system pressure exceeds the force exerted by the spring, the piston moves up, causing the pilot valve to unseat. Since the fluid will take the path of least resistance, it will pass through the regulator and back to the reservoir through the return line. When the fluid from the pump is suddenly allowed a free path to return, the pressure on the input side of the check valve drops and the check valve closes. The fluid in the system is then trapped under pressure. This fluid will remain pressurized until a power unit is actuated, or until pressure is slowly lost through normal internal leakage within the system. When the system pressure decreases to a point slightly below 600 psi, the spring forces the piston down and closes the pilot valve. When the pilot valve is closed, the fluid cannot flow directly to the return line. This causes the pressure to increase in the line between the pump and the regulator. This pressure opens the check valve, causing the fluid to enter the system. In summary, when the system pressure decreases a certain amount, the pressure regulator will open, sending fluid to the system. When the system pressure increases sufficiently, the regulator will close, allowing the fluid from the pump to flow through the regulator and back to the reservoir. The pressure regulator takes the load off of the pump and regulates system pressure. Figure 6-14.—Hydraulic pressure regulator. 6-10

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SEQUENCE VALVES FLUID SUPPLY TO RETURN CYLINDER A 1 2 CYLINDER B CYLINDER C FPf06015 Figure 6-15 .—Installation SEQUENCE VALVES of sequence valves. Sequence valves control the sequence of operation between two branches in a circuit; that is, they enable one unit to automatically set another unit into motion. An example of the use of a sequence valve is in an aircraft landing gear actuating system. In a landing gear actuating system, the landing gear doors must open before the landing gear starts to extend. Conversely, the landing gear must be completely retracted before the doors close. A sequence valve installed in each landing gear actuating line performs this function. A sequence valve is somewhat similar to a relief valve except that, after the set pressure has been reached, the sequence valve diverts the fluid to a second actuator or motor to do work in another part of the system. Figure 6-15 shows an installation of two sequence valves that control the sequence of operation of three actuating cylinders. Fluid is free to flow into cylinder A. The first sequence valve (1) blocks the passage of fluid until the piston in cylinder A moves to the end of its stroke. At this time, sequence valve 1 opens, allowing fluid to enter cylinder B. This action continues until all three pistons complete their strokes. There are various types of sequence valves. Some are controlled by pressure and some are controlled mechanically. Pressure-Controlled Sequence Valve The operation of a typical pressure-controlled sequence valve is illustrated in figure 6-16. The opening pressure is obtained by adjusting the tension of the spring that normally holds the piston in the closed position. (Note that the top part of the piston has a larger diameter than the lower part.) Fluid enters the valve through the inlet port, flows around the lower part of the piston and exits the outlet port, where it flows to the primary (first) unit to be operated (fig. 6-16, view A). This fluid pressure also acts against the lower surface of the piston. Figure 6-16.—Operation of a pressure-controlled sequence valve. 6-11 SPRING PISTON INLET A B ADJUSTING SCREW DRAIN OUTLET TO PRIMARY UNIT OUTLET TO SECONDARY UNIT FPf06016

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When the primary actuating unit completes its operation, pressure in the line to the actuating unit increases sufficiently to overcome the force of the spring, and the piston rises. The valve is then in the open position (fig. 6-16, view B). The fluid entering the valve takes the path of least resistance and flows to the secondary unit. A drain passage is provided to allow any fluid leaking past the piston to flow from the top of the valve. In hydraulic systems, this drain line is usually connected to the main return line. Mechanically Operated Sequence Valve The mechanically operated sequence valve (fig. 6-17) is operated by a plunger that extends through the body of the valve. The valve is mounted so that the plunger will be operated by the primary unit. A check valve, either a ball or a poppet, is installed between the fluid ports in the body. It can be unseated by either the plunger or fluid pressure. Port A (fig. 6-17) and the actuator of the primary unit are connected by a common line. Port B is connected by a line to the actuator of the secondary unit. When fluid under pressure flows to the primary unit, it also flows into the sequence valve through port A to the seated check valve in the sequence valve. In order to operate the secondary unit, the fluid must flow through the sequence valve. The valve is located so that the primary unit depresses the plunger as it completes its operation. The plunger unseats the check valve and allows the fluid to flow Figure 6-17.—Mechanically operated sequence valve. through the valve, out port B, and to the secondary unit. This type of sequence valve permits flow in the opposite direction. Fluid enters port B and flows to the check valve. Although this is return flow from the actuating unit, the fluid overcomes spring tension, unseats the check valve, and flows out through port A. PRESSURE-REDUCING VALVES Pressure-reducing valves provide a steady pressure into a system that operates at a lower pressure than the supply system. A reducing valve can normally be set for any desired downstream pressure within the design limits of the valve. Once the valve is set, the reduced pressure will be maintained regardless of changes in supply pressure (as long as the supply pressure is at least as high as the reduced pressure desired) and regardless of the system load, providing the load does not exceed the design capacity of the reducer. Figure 6-18.—Spring-loaded pressure-reducing valve. 6-12 CHECK-VALVE ASSEMBLY PORT A PLUNGER PORT B PORT A FPf06017 PORT B HOUSING DIAPHRAGM INLET PORT (LINE PRESSURE) VALVE DISK OUTLET PORT (REDUCED PRESSURE) VALVE STEM ADJUSTING SPRING ADJUSTING SCREW FPf06018

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There are various designs and types of pressure-reducing valves. The spring-loaded reducer and the pilot-controlled valve are discussed in this text. Spring-Loaded Reducer The spring-loaded pressure-reducing valve (fig. 6-18) is commonly used in pneumatic systems. It is often referred to as a pressure regulator. The valve simply uses spring pressure against a diaphragm to open the valve. On the bottom of the diaphragm, the outlet pressure (the pressure in the reduced-pressure system) of the valve forces the diaphragm upward to shut the valve. When the outlet pressure drops below the set point of the valve, the spring pressure overcomes the outlet pressure and forces the valve stem downward, opening the valve. As the outlet pressure increases, approaching the desired value, the pressure under the diaphragm begins to overcome spring pressure, forcing the valve stem upwards, shutting the valve. You can adjust the downstream pressure by turning the adjusting screw, which varies the spring pressure against the diaphragm. This particular spring-loaded valve will fail in the open position if a diaphragm rupture occurs. Pilot-Controlled Pressure-Reducing Valve Figure 6-19 illustrates the operation of a pilot-controlled pressure-reducing valve. This valve consists of an adjustable pilot valve, which controls the operating pressure of the valve, and a spool valve, which reacts to the action of the pilot valve. The pilot valve consists of a poppet (1), a spring (2), and an adjusting screw (3). The valve Figure 6-19.—Pilot-controlled pressure-reducing valve. 6-13 15 1. POPPET VALVE 2. PILOT VALVE SPRING 3. ADJUSTING SCREW 4. SPOOL VALVE SPRING 5. HIGH-PRESSURE OUTLET PORT 14 13 12 11 5 10 9 8 6 9 12 1 15 2 3 4 7 8 REDUCED PRESSURE OUTLET PORT OPENING FLUID PASSAGE FLUID PASSAGE VALVE SPOOL 6. 7. 8. 9. 10. HIGH-PRESSURE INLET PORT FLUID CHAMBER FLUID PASSAGE FLUID CHAMBER DRAIN 11. 12. 13. 14. 15. AB FPf06019 6

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spool assembly consists of a valve spool (10) and a spring (4). Fluid under main pressure enters the inlet port (11) and under all conditions is free to flow through the valve and the outlet port (5). (Either port 5 or port 11 maybe used as the high-pressure port.) Figure 6-19, view A, shows the valve in the open position. In this position, the pressure in the reduced-pressure outlet port (6) has not reached the preset operating pressure of the valve. The fluid also flows through passage 8, through smaller passage 9 in the center of the valve spool, and into chamber 12. The fluid pressure at outlet port 6 is therefore distributed to both ends of the spool. When these pressures are equal the spool is hydrau- lically balanced. Spring 4 is a low-tension spring and applies only a slight downward force on the spool. Its main purpose is to position the spool and to maintain opening 7 at its maximum size. As the pressure increases in outlet port 6 (fig. 16, view B), this pressure is transmitted through passages 8 and 9 to chamber 12. This pressure also acts on the pilot valve poppet (1). When this pressure increases above the preset operating pressure of the valve, it overcomes the force of pilot valve spring 2 and unseats the poppet. This allows fluid to flow through the drain port (15). Because the small passage (9) restricts flow into chamber 12, the fluid pressure in the chamber drops. This causes a momentary difference in pressure across the valve spool (10) which allows fluid pressure acting against the bottom area of the valve spool to overcome the downward force of spring 4. The spool is then forced upward until the pressures across its ends are equalized. As the spool moves upward, it restricts the flow through opening 7 and causes the pressure to decrease in the reduced pressure outlet port 6. If the pressure in the outlet port continues to increase to a value above the preset pressure, the pilot valve will open again and the cycle will repeat. This allows the spool valve to move up higher into chamber 12; thus further reducing the size of opening 7. These cycles repeat until the desired pressure is maintained in outlet 6. When the pressure in outlet 6 decreases to a value below the preset pressure, spring 4 forces the spool downward, allowing more fluid to flow through opening 7. COUNTERBALANCE VALVE The counterbalance valve is normally located in the line between a directional control valve and the outlet of a vertically mounted actuating cylinder which supports weight or must be held 6-14 in position for a period of time. This valve serves as a hydraulic resistance to the actuating cylinder. For example, counterbalance valves are used in some hydraulically operated forklifts. The valve offers a resistance to the flow from the actuating cylinder when the fork is lowered. It also helps to support the fork in the UP position. Counterbalance valves are also used in air- launched weapons loaders. In this case the valve is located in the top of the lift cylinder. The valve requires a specific pressure to lower the load. If adequate pressure is not available, the load cannot be lowered. This prevents collapse of the load due to any malfunction of the hydraulic system. One type of counterbalance valve is illustrated in figure 6-20. The valve element is a balanced spool (4). The spool consists of two pistons permanently fixed on either end of a shaft. The inner surface areas of the pistons are equal; therefore, pressure acts equally on both areas regardless of the position of the valve and has no effect on the movement of the valve—hence, the term balanced. The shaft area between the two pistons provides the area for the fluid to flow Figure 6-20. —Counterbalance valve. 2 FPf06020 1 8 7 9 6 5 4 3 1. ADJUSTMENT SCREW 2. INTERNAL DRAIN 3. SPRING 4. SPOOL 5. PRESSURE INLET OR REVERSE FREE FLOW OUTLET 6. PILOT PASSAGE 7. CHECK VALVE 8. DISCHARGE OUTLET OR REVERSE FREE FLOW INLET 9. PISTON

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when the valve is open. A small piston (9) is attached to the bottom of the spool valve. When the valve is in the closed position, the top piston of the spool valve blocks the discharge port (8). With the valve in this position, fluid flowing from the actuating unit enters the inlet port (5). The fluid cannot flow through the valve because discharge port 8 is blocked. However, fluid will flow through the pilot passage (6) to the small pilot piston. As the pressure increases, it acts on the pilot piston until it overcomes the preset pressure of spring 3. This forces the valve spool (4) up and allows the fluid to flow around the shaft of the valve spool and out discharge port 8. Figure 6-20 shows the valve in this position. During reverse flow, the fluid enters port 8. The spring (3) forces valve spool 4 to the closed position. The fluid pressure overcomes the spring tension of the check valve (7). The check valve opens and allows free flow around the shaft of the valve spool and out through port 5. The operating pressure of the valve can be adjusted by turning the adjustment screw (1), which increases or decreases the tension of the spring. This adjustment depends on the weight that the valve must support. It is normal for a small amount of fluid to leak around the top piston of the spool valve and into the area around the spring. An accumulation would cause additional pressure on top of the spool valve. This would require additional pressure to open the valve. The drain (2) provides a passage for this fluid to flow to port 8. DIRECTIONAL CONTROL VALVES Directional control valves are designed to direct the flow of fluid, at the desired time, to the point in a fluid power system where it will do work. The driving of a ram back and forth in its cylinder is an example of when a directional control valve is used. Various other terms are used to identify directional valves, such as selector valve, transfer valve, and control valve. This manual will use the term directional control valve to identify these valves. Directional control valves for hydraulic and pneumatic systems are similar in design and operation. However, there is one major difference. The return port of a hydraulic valve is ported through a return line to the reservoir, while the similar port of a pneumatic valve, commonly referred to as the exhaust port, is usually vented to the atmosphere. Any other differences are pointed out in the discussion of the valves. Directional control valves may be operated by differences in pressure acting on opposite sides of the valving element, or they maybe positioned manually, mechanically, or electrically. Often two or more methods of operating the same valve will be used in different phases of its action. CLASSIFICATION Directional control valves may be classified in several ways. Some of the different ways are by the type of control, the number of ports in the valve housing, and the specific function of the valve. The most common method is by the type of valving element used in the construction of the valve. The most common types of valving elements are the ball, cone or sleeve, poppet, rotary spool, and sliding spool. The basic operating principles of the poppet, rotary spool, and sliding spool valving elements are discussed in this text. Poppet The poppet fits into the center bore of the seat (fig. 6-21). The seating surfaces of the poppet and the seat are lapped or closely machined so that the center bore will be sealed when the poppet is Figure 6-21.—Operation of a simple poppet valve. 6-15 OPEN CLOSED INLET OUTLET INLET OUTLET FPf06021

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seated (shut). The action of the poppet is similar to that of the valves in an automobile engine. In most valves the poppet is held in the seated position by a spring. The valve consists primarily of a movable poppet which closes against the valve seat. In the closed position, fluid pressure on the inlet side tends to hold the valve tightly closed. A small amount of movement from a force applied to the top of the poppet stem opens the poppet and allows fluid to flow through the valve. The use of the poppet as a-valving element is not limited to directional control valves. Rotary Spool The rotary spool directional control valve (fig. 6-22) has a round core with one or more passages or recesses in it. The core is mounted within a stationary sleeve. As the core is rotated within the stationary sleeve, the passages or recesses connect or block the ports in the sleeve. The ports in the sleeve are connected to the appropriate lines of the fluid system. Sliding spool The operation of a simple sliding spool directional control valve is shown in figure 6-23. The valve is so-named because of the shape of the valving element that slides back and forth to block and uncover ports in the housing. (The sliding element is also referred to as a piston.) The inner piston areas (lands) are equal. Thus fluid under pressure which enters the valve from the inlet ports CHECK VALVE Figure 6-22.—Parts of a rotary spool directional control valve. Figure 6-23.—Two-way, sliding spool directional control valve. acts equally on both inner piston areas regardless of the position of the spool. Sealing is usually accomplished by a very closely machined fit between the spool and the valve body or sleeve. For valves with more ports, the spool is designed with more pistons or lands on a common shaft. The sliding spool is the most commonly used type of valving element used in directional control valves. Check valves are used in fluid systems to permit flow in one direction and to prevent flow in the other direction. They are classified as one-way directional control valves. The check valve may be installed inde- pendently in a line to allow flow in one direction only, or it may be used as an integral part of globe, sequence, counterbalance, and pressure- reducing valves. Check valves are available in various designs. They are opened by the force of fluid in motion flowing in one direction, and are closed by fluid attempting to flow in the opposite direction. The force of gravity or the action of a spring aids in closing the valve. 6-16 PASSAGES FIXED SLEEVE CORE PORTS FPf06022 OUT OPEN INRESERVOIR RESERVOIR INRESERVOIR RESERVOIR OUT CLOSED FPf06023

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Figure 6-24.—Swing check valve. Figure 6-24 shows a swing check valve. In the open position, the flow of fluid forces the hinged disk up and allows free flow through the valve. Flow in the opposite direction with the aid of gravity, forces the hinged disk to close the passage and blocks the flow. This type of valve is sometimes designed with a spring to assist in closing the valve. The most common type of check valve, installed in fluid-power systems, uses either a ball or cone for the sealing element (fig. 6-25). As fluid pressure is applied in the direction of the arrow, the cone (view A) or ball (view B) is forced off its seat, allowing fluid to flow freely through the valve. This valve is known as a spring-loaded check valve. The spring is installed in the valve to hold the cone or ball on its seat whenever fluid is not flowing. The spring also helps to force the cone or ball on its seat when the fluid attempts to flow in the opposite direction. Since the opening and closing of this type of valve is not dependent on gravity, its location in a system is not limited to the vertical position. A modification of the spring-loaded check valve is the orifice check valve (fig. 6-26). This Figure 6-25.—Spring-loaded check valves. Figure 6-26.—Typical orifice check valves. 6-17

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valve allows normal flow in one direction and restricted flow in the other. It is often referred to as a one-way restrictor. Figure 6-26, view A, shows a cone-type orifice check valve. When sufficient fluid pressure is applied at the inlet port, it overcomes spring tension and moves the cone off of its seat. The two orifices (2) in the illustration represent several openings located around the slanted circumference of the cone. These orifices allow free flow of fluid through the valve while the cone is off of its seat. When fluid pressure is applied through the outlet port, the force of the fluid and spring tension move the cone to the left and onto its seat. This action blocks the flow of fluid through the valve, except through the orifice (1) in the center of the cone. The size of the orifice (in the center of the cone) determines the rate of flow through the valve as the fluid flows from right to left. Figure 6-26, view B, shows a ball-type orifice check valve. Fluid flow through the valve from left to right forces the ball off of its seat and allows normal flow. Fluid flow through the valve in the opposite direction forces the ball onto its seat. Thus, the flow is restricted by the size of the orifice located in the housing of the valve. NOTE: The direction of free flow through the orifice check valve is indicated by an arrow stamped on the housing. SHUTTLE VALVE In certain fluid power systems, the supply of fluid to a subsystem must be from more than one source to meet system requirements. In some systems an emergency system is provided as a source of pressure in the event of normal system failure. The emergency system will usually actuate only essential components. The main purpose of the shuttle valve is to isolate the normal system from an alternate or emergency system. It is small and simple; yet, it is a very important component. Figure 6-27 is a cutaway view of a typical shuttle valve. The housing contains three ports— normal system inlet, alternate or emergency system inlet, and outlet. A shuttle valve used to operate more than one actuating unit may contain additional unit outlet ports. Enclosed in the housing is a sliding part called the shuttle. Its purpose is to seal off either one or the other inlet ports. There is a shuttle seat at each inlet port. 6-18 Figure 6-27.—Shuttle valve. When a shuttle valve is in the normal operation position, fluid has a free flow from the normal system inlet port, through the valve, and out through the outlet port to the actuating unit. The shuttle is seated against the alternate system inlet port and held there by normal system pressure and by the shuttle valve spring. The shuttle remains in this position until the alternate system is activated. This action directs fluid under pressure from the alternate system to the shuttle valve and forces the shuttle from the alternate system inlet port to the normal system inlet port. Fluid from the alternate system then has a free flow to the outlet port, but is prevented from entering the normal system by the shuttle, which seals off the normal system port. The shuttle may be one of four types: (1) sliding plunger, (2) spring-loaded piston, (3) spring-loaded ball, or (4) spring-loaded poppet. In shuttle valves that are designed with a spring, the shuttle is normally held against the alternate system inlet port by the spring. TWO-WAY VALVES The term two-way indicates that the valve contains and controls two functional flow control ports-an inlet and an outlet. A two-way, sliding spool directional control valve is shown in figure 6-23. As the spool is moved back and forth, it either allows fluid to flow through the valve or prevents flow. In the open position, the fluid enters the inlet port, flows around the shaft of the spool, and through the outlet port. The spool cannot move back and forth by difference of

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forces set up within the cylinder, since the forces there are equal. As indicated by the arrows against the pistons of the spool, the same pressure acts on equal areas on their inside surfaces. In the closed position, one of the pistons of the spool simply blocks the inlet port, thus preventing flow through the valve. A number of features common to most sliding spool valves are shown in figure 6-23. The small ports at either end of the valve housing provide a path for any fluid that leaks past the spool to flow to the reservoir. This prevents pressure from building up against the ends of the pistons, which would hinder the movement of the spool. When spool valves become worn, they may lose balance because of greater leakage on one side of the spool than on the other. In that event, the spool would tend to stick when it is moved back and forth. Small grooves are therefore machined around the sliding surface of the piston; and in hydraulic valves, leaking liquid will encircle the pistons and keep the contacting surfaces lubricated and centered. THREE-WAY VALVES Three-way valves contain a pressure port, a cylinder port, and a return or exhaust port. The three-way directional control valve is designed to operate an actuating unit in one direction; it permits either the load on the actuating unit or a spring to return the unit to its original position. Cam-Operated Three-Way Valves Figure 6-28 shows the operation of a cam- operated, three-way, poppet-type directional control valve. View A shows fluid under pressure forcing the piston outward against a load. The upper poppet (2) is unseated by the inside cam (5), permitting fluid to flow from the line (3) into the cylinder to actuate the piston. The lower poppet (1) is seated, sealing off the flow into the return line (4). As the force of the pressurized fluid extends the piston rod, it also compresses the spring in the cylinder. View B shows the valve with the control handle turned to the opposite position. In this position, the upper poppet (2) is seated, blocking the flow of fluid from the pressure line (3). The lower poppet (1) is unseated by the outside cam (6). This releases the pressure in the cylinder and allows the spring to expand, which forces the piston rod to retract. The fluid from the cylinder flows through the control valve and out the return Figure 6-28.—Three-way, poppet-type directional control valve (cam-operated). 6-19 CONTROL HANDLE 3 4 6 2 1 5 A 3 4 6 2 1 5 B 1. LOWER (RETURN OR EXHAUST) POPPET 2. UPPER (PRESSURE) POPPET 3. PRESSURE LINE 4. RETURN OR EXHAUST PORT 5. INSIDE CAM 6. OUTSIDE CAM FPf06028

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port (4). In hydraulic systems, the return port is connected by a line to the reservoir. In pneumatic systems, the return port is usually open to the atmosphere. Pilot-Operated Three-Way Valves A pilot-operated, poppet-type, three-way directional control valve is shown in figure 6-29. Valves of this design are often used in pneumatic systems. This valve is normally closed and is forced open by fluid pressure entering the pilot chamber. The valve contains two poppets connected to each other by a common stem. The poppets are connected to diaphragms which hold them in a centered position. The movement of the poppet is controlled by the pressure in the pilot port and the chamber above the upper diaphragm. When the pilot chamber is not pressurized, the lower poppet is seated against the lower valve seat. Fluid can flow from the supply line through the inlet port and through the holes in the lower diaphragm to fill the bottom chamber. This pressure holds the lower poppet tightly against its seat and blocks flow from the inlet port through the valve. At the same time, due to the common stem, the upper poppet is forced off of its seat. Fluid from the actuating unit flows through the open passage, around the stem, and through the exhaust port to the atmosphere. When the pilot chamber is pressurized, the force acting against the diaphragm forces the poppet down. The upper poppet closes against its seat, blocking the flow of fluid from the cylinder to the exhaust port. The lower poppet opens, and the passage from the supply inlet port to the cylinder port is open so that the fluid can flow to the actuating unit. The valve in figure 6-29 is a normally closed valve. Normally open valves are similar in design. When no pressure is applied to the pilot chamber, the upper poppet is forced off of its seat and the lower poppet is closed. Fluid is free to flow from the inlet port through the cylinder to the actuating unit. When pilot pressure is applied, the poppets are forced downward, closing the upper poppet and opening the lower poppet. Fluid can now flow from the cylinder through the valve and out the exhaust port to the atmosphere. FOUR-WAY VALVES Most actuating devices require system pressure for operation in either direction. The four-way directional control valve, which contains four ports, is used to control the operation of such devices. The four-way valve is also used in some systems to control the operation of other valves. It is one of the most widely used directional control valves in fluid power systems. The typical four-way directional control valve has four ports: a pressure port, a return or exhaust port, and two cylinder or working ports. The pressure port is connected to the main system pressure line and the return line is connected to the reservoir in hydraulic systems. In pneumatic systems the return port is usually vented to the atmosphere. The two cylinder ports are connected by lines to the actuating units. Poppet-Type Four-Way Valves Figure 6-30 shows atypical four-way, poppet- type directional control valve. This is a manually operated valve and consists of a group of conventional spring-loaded poppets. The poppets are enclosed in a common housing and are interconnected by ducts to direct the flow of fluid in the desired direction. Figure 6-29.—Three-way, poppet-type, normally closed directional control valve (pilot-operated). 6-20 EXHAUST FPf06029 OPEN SUPPLY CLOSEDCYLINDER CYLINDER EXHAUST CLOSED OPEN TO CYLINDER SUPPLY PILOT PRESSURIZED CLOSED OPEN

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The poppets are actuated by cams on a camshaft (fig. 6-30). The camshaft is controlled by the movement of the handle. The valve may be operated by manually moving the handle, or, in some cases, the handle may be connected by mechanical linkage to a control handle which is located in a convenient place for the operator some distance from the valve. The camshaft may be rotated to any one of three positions (neutral and two working positions). In the neutral position the camshaft lobes are not contacting any of the poppets. This assures that the poppet springs will hold all four poppets firmly seated. With all poppets seated, there is no fluid flow through the valve. This also blocks the two cylinder ports; so when the valve is in neutral, the fluid in the actuating unit is trapped. Relief valves are installed in both working lines to prevent overpressurization caused by thermal expansion. NOTE: In some versions of this type of valve, the cam lobes are designed so that the two return/exhaust poppets are open when the valve is in the neutral position. This compensates for thermal expansion, because both working lines are open to the return/exhaust when the valve is in the neutral position. The poppets are arranged so that rotation of the camshaft will open the proper combination of poppets to direct the flow of fluid through the desired working line to an actuating unit. At the same time, fluid will be directed from the actuating unit through the opposite working line, through the valve, and back to the reservoir (hydraulic) or exhausted to the atmosphere (pneumatic). To stop rotation of the camshaft at an exact position, a stop pin is secured to the body and extends through a cutout section of the camshaft flange. This stop pin prevents overtravel by ensuring that the camshaft stops rotating at the point where the cam lobes have moved the poppets the greatest distance from their seats and where any further rotation would allow the poppets to start returning to their seats. O-rings are spaced at intervals along the length of the shaft to prevent external leakage around the ends of the shaft and internal leakage from one of the valve chambers to another. The camshaft has two lobes, or raised portions. The shape of these lobes is such that when the shaft is placed in the neutral position the lobes will not contact any of the poppets. When the handle is moved in either direction from neutral, the camshaft is rotated. This rotates Figure 6-30.—Cutaway view of poppet-type, four-way directional control valve. 6-21

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the lobes, which unseat one pressure poppet and one return/exhaust poppet (fig. 6-31). The valve is now in the working position. Fluid under pressure, entering the pressure port, flows through the vertical fluid passages in both pressure poppets seats. Since only one pressure poppet, IN (2), is unseated by the cam lobe, the fluid flows past the open poppet to the inside of the poppet seat. From there it flows through the diagonal passages, out one cylinder port, C2, and to the actuating unit. Return fluid from the actuating unit enters the other cylinder port, C1. It then flows through the corresponding fluid passage, past the unseated return poppet, OUT (1), through the vertical fluid passages, and out the return/exhaust port. When the camshaft is rotated in the opposite direction to the neutral position, the two poppets seat and the flow stops. When the camshaft is further rotated in this direction until the stop pins hits, the opposite pressure and return poppets are unseated. This reverses the flow in the working lines, causing the actuating unit to move in the opposite direction. Rotary Spool Valve Four-way directional control valves of this type are frequently used as pilot valves to direct flow to and from other valves (fig. 6-32). Fluid is directed from one source of supply through the rotary valve to another directional control valve, where it positions the valve to direct flow from another source to one side of an actuating unit. Fluid from the other end of the main valve flows through a return line, through the rotary valve to the return or exhaust port. The principal parts of a rotary spool direc- tional control valve are shown in figure 6-22. Figure 6-31.—Working view of a poppet-type, four-way directional control valve. Figure 6-32.—Sliding spool valve controlled by a rotary spool valve. Figure 6-33 shows the operation of a rotary spool valve. Views A and C show the valve in a position to deliver fluid to another valve, while view B shows the valve in the neutral position, with all passages through the valve blocked. Rotary spool valves can be operated manually, electrically, or by fluid pressure. Sliding Spool Valve The sliding spool four-way directional control valve is similar in operation to the two-way valve previously described in this chapter. It is simple in its principle of operation and is the most durable and trouble-free of all four-way directional control valves. The valve described in the following para- graphs is a manually operated type. The same principle is used in many remotely controlled directional control valves. The valve (fig. 6-34) consists of a valve body containing four fluid ports—pressure (P), Figure 6-33.—Operation of a rotary spool, four-way directional control valve. 6-22 PRESSURE C1 OUT (1) OUT (2) IN (1) IN (2) C2 SELECTOR VALVE HANDLE FPf06031 RETURN ROTARY VALVE C1 P C2 SPOOL VALVE PUMP R FPf06032 A BC TO RESERVOIR TO RESERVOIR TO RESERVOIR TO VALVE TO VALVE FROM VALVE FROM PUMP FROM PUMP FROM PUMP FROM VALVE TO VALVE TO VALVE FPf06033

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Figure 6-34.—Operation of a sliding spool, four-way directional control valve. 6-23

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return/exhaust (R), and two cylinder ports (C/1 and C2). A hollow sleeve fits into the main bore of the body. There are O-rings placed at intervals around the outside diameter of the sleeve. These O-rings form a seal between the sleeve and the body, creating chambers around the sleeve. Each of the chambers is lined up with one of the fluid ports in the body. The drilled passage in the body accounts for a fifth chamber which results in having the two outboard chambers connected to the return/exhaust port. The sleeve has a pattern of holes drilled through it to allow fluid to flow from one port to another. A series of holes are drilled into the hollow center sleeve in each chamber. The sleeve is prevented from turning by a sleeve retainer bolt or pin which secures it to the valve body. The sliding spool fits into the hollow center sleeve. This spool is similar to the spool in the two-way valve, except that this spool has three pistons or lands. These lands are lapped or machine fitted to the inside of the sleeve. One end of the sliding spool is connected to a handle either directly or by mechanical linkage to a more desirable location. When the control handle is moved, it will position the spool within the sleeve. The lands of the spool then line up different combinations of fluid ports thus directing a flow of fluid through the valve. The detent spring is a clothespin-type spring, secured to the end of the body by a spring retaining bolt. The two legs of the spring extend down through slots in the sleeve and fit into the detents. The spool is gripped between the two legs of the spring. To move the spool, enough force must be applied to spread the two spring legs and allow them to snap back into the next detent, which would be for another position. Figure 6-34, view A, shows a manually operated sliding spool valve in the neutral position. The detent spring is in the center detent of the sliding spool. The center land is lined up with the pressure port (P) preventing fluid from flowing into the valve through this port. The return/exhaust port is also blocked, preventing flow through that port. With both the pressure and return ports blocked, fluid in the actuating lines is trapped. For this reason, a relief valve is usually installed in each actuating line when this type of valve is used. Figure 6-34, view B, shows the valve in the working position with the end of the sliding spool retracted. The detent spring is in the outboard detent, locking the sliding spool in this position. The lands have shifted inside the sleeve, and the ports are opened. Fluid under pressure enters the sleeve, passes through it by way of the drilled holes, and leaves through cylinder port C2. Return fluid, flowing from the actuator enters port C1, flows through the sleeve, and is directed out the return port back to the reservoir or exhausted to the atmosphere. Fluid cannot flow past the spool lands because of the lapped surfaces. Figure 6-34, view C, shows the valve in the opposite working position with the sliding spool extended. The detent spring is in the inboard detent. The center land of the sliding spool is now on the other side of the pressure port, and the fluid under pressure is directed through the sleeve and out port C1. Return fluid flowing in the other cylinder port is directed to the drilled passage in the body. It flows along this passage to the other end of the sleeve where it is directed out of the return/exhaust port. The directional control valves previously discussed are for use in closed-center fluid power systems. Figure 6-35 shows the operation of Figure 6-35.—Open center, sliding spool directional control valve. 6-24 C1 FPf06035 PC 2 TO RESERVOIR A C1 P C2 TO RESERVOIR B C1 P C2 TO RESERVOIR C

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a representative open-center, sliding spool When the spool is moved to the right of the directional control valve. neutral position, view B, one working line (C1) is aligned to system pressure and the other When this type of valve is in the neutral working line (C2) is open through the hollow position (fig. 6-35, view A), fluid flows into the spool to the return port. View C shows the flow valve through the pressure port (P) through the of fluid through the valve with the spool moved hollow spool, and return to the reservoir. to the left of neutral. 6-25

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CHAPTER 7 SEALING DEVICES AND MATERIALS Recall from chapter 1 that Pascal’s theorem, from which the fundamental law for the science of hydraulics evolved, was proposed in the seventeenth century. One stipulation to make the law effective for practical applications was a piston that would “fit” the opening in the vessel “exactly.” However, it was not until the late eighteenth century that Joseph Brahmah invented an effective piston seal, the cup packing. This led to Brahmah's development of the hydraulic press. The packing was probably the most important invention in the development of hydraulics as a leading method of transmitting power. The development of machines to cut and shape closely fitted parts was also very important in the development of hydraulics. However, regardless of how precise the machining process is, some type of packing is usually required to make the piston, and many other parts of hydraulic components, “fit exactly.” This also applies to the components of pneumatic systems. Through years of research and experiments, many different materials and designs have been created in attempts to develop suitable packing devices. Suitable materials must be durable, must provide effective sealing, and must be compatible with the fluid used in the system. The packing materials are commonly referred to as seals or sealing devices. The seals used in fluid power systems and components are divided into two general classes-static seals and dynamic seals. The static seal is usually referred to as a gasket. The function of a gasket is to provide a material that can flow into the surface irregularities of mating areas that require sealing. To do this, the gasket material must be under pressure. This requires that the joint be tightly bolted or otherwise held together. The dynamic seal, commonly referred to as a packing, is used to provide a seal between two parts that move in relation to each other. These two classifications of seals—gaskets and packing—apply in most cases; however, deviations are found in some technical publi- cations. Certain types of seals (for example, the O-ring, which is discussed later) may be used either as a gasket or a packing. Many of the seals in fluid power systems prevent external leakage. These seals serve two purposes—to seal the fluid in the system and to keep foreign matter out of the system. Other seals simply prevent internal leakage within a system. NOTE: Although leakage of any kind results in a loss of efficiency, some leakage, especially internal leakage, is desired in hydraulic systems to provide lubrication of moving parts. This also applies to some pneumatic systems in which drops of oil are introduced into the flow of air in the system. The first part of this chapter deals primarily with the different types of materials used in the construction of seals. The next section is devoted to the different shapes and designs of seals and their application as gaskets and/or packings in fluid power systems. Also included in this chapter are sections concerning the functions of wipers and backup washers in fluid power systems and the selection, storage, and handling of sealing devices. SEAL MATERIALS As mentioned previously, many different materials have been used in the development of sealing devices. The material used for a particular application depends on several factors: fluid compatibility, resistance to heat, pressure, wear resistance, hardness, and type of motion. The selection of the correct packings and gaskets and their proper installation are important factors in maintaining an efficient fluid power system. The types of seals to be used in a particular piece of equipment is specified by the equipment manufacturer. 7-1

CHAPTER 7

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Often the selection of seals is limited to seals covered by military specifications. However, there are occasions when nonstandard or proprietary seals reflecting the advancing state of the art may be approved. Thus, it is important to follow the manufacturer’s instructions when you replace seals. If the proper seal is not available, you should give careful consideration in the selection of a suitable substitute. Consult the Naval Ships’ Technical Manual, military standards, military standardization handbooks, and other applicable technical manuals if you have any doubts in selecting the proper seal. Seals are made of materials that have been carefully chosen or developed for spe- cific applications. These materials include tetrafluoroethylene (TFE), commonly called Teflon; synthetic rubber (elastomers); cork; leather; metal; and asbestos. Some of the most common materials used to make seals for fluid power systems are discussed in the following paragraphs. CORK Cork has several of the required properties, which makes it ideally suited as a sealing material in certain applications. The compressibility of cork seals makes them well suited for confined applications in which little or no spread of the material is allowed. The compressibility of cork also makes a good seal that can be cut to any desired thickness and shape to fit any surface and still provide an excellent seal. One of the undesirable characteristics of cork is its tendency to crumble. If cork is used as packing or in areas where there is a high fluid pressure and/or high flow velocity, small particles will be cast off into the system. Cork use in fluid power systems is therefore limited. It is sometimes used as gasket materials for inspection plates of hydraulic reservoirs. Cork is generally recommended for use where sustained temperatures do not exceed 275 0 F. CORK AND RUBBER Cork and rubber seals are made by combining synthetic rubber and cork. This combination has the properties of both of the two materials. This means that seals can be made with the compressibility of cork, but with a resistance to fluid comparable to the synthetic rubber on which they are based. Cork and rubber composition is sometimes used to make gaskets for applications similar to those described for cork gaskets. LEATHER Leather is a closely knit material that is generally tough, pliable, and relatively resistant to abrasion, wear, stress, and the effects of temperature changes. Because it is porous, it is able to absorb lubricating fluids. This porosity makes it necessary to impregnate leather for most uses. In general, leather must be tanned and treated in order to make it useful as a gasket material. The tanning processes are those normally used in the leather industry. Leather is generally resistant to abrasion regardless of whether the grain side or the flesh side is exposed to abrasive action. Leather remains flexible at low temperatures and can be forced with comparative ease into contact with metal flanges. When properly impregnated, it is impermeable to most liquids and some gases, and capable of withstanding the effects of temperatures ranging from –70 0 F to +220 0 F. Leather has four basic limitations. First, the size of the typical hide limits the size of the seals that can be made from leather. A second limitation is the number of seals that are acceptable. Another limitation is that under heavy mechanical pressures leather tends to extrude. Finally, many of the properties (such as impermeability, tensile strength, high- and low-temperature resistance, pliability, and compatibility with environment) depend upon the type of leather and impregnation. Leathers not tanned and impregnated for specific conditions and properties will become brittle, dry, and completely degreased by exposure to particular chemicals. Leather is never used with steam pressure of any type, nor with acid or alkali solutions. Leather may be used as packing. When molded into V’sand U’s,and cups, and other shapes, it can be applied as dynamic packing, while in its flat form it can be used as straight compression packing. METAL One of the most common metal seals used in Navy equipment is copper. Flat copper rings are sometimes used as gaskets under adjusting screws to provide a fluid seal. Molded copper rings are sometimes used as packing with speed gears operating under high pressures. Either type is 7-2

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Figure 7-1.—Spiral-wouna metallic-asbestos gasket. easily bent and requires careful handling. In addition, copper becomes hard when used over long periods and when subjected to compression. Whenever a unit or component is disassembled, the copper sealing rings should be replaced. However, if new rings are not available and the part must be repaired, the old ring should be softened by annealing. (Annealing is the process of heating a metal, then cooling it, to make it more pliable and less brittle.) Metallic piston rings are used as packing in some fluid power actuating cylinders. These rings are similar in design to the piston rings in automobile engines. Metal is also used with asbestos to form spiral-wound metallic-asbestos gaskets (fig. 7-1). These gaskets are composed of interlocked plies of preformed corrugated metal and asbestos strips, called a filler. The filler may or may not be encased in a solid metal outer ring. These gaskets are used in flanged connections and for connecting the body to the bonnet in some valves, and are usually required in specific high-pressure, high-temperature applications. RUBBER The term rubber and synthetic rubbers, covers many natural each of which can be compounded into numerous varieties. The characteristics of these varieties have a wide range, as shown in table 7-1. The table shows, with the exception of a few basic similarities, that rubbers have diverse properties and limitations; therefore, specific applications require careful study before the sealing material is selected. Natural rubbers have many of the charac- teristics required in an effective seal. However, their very poor resistance to petroleum fluids and rapid aging when exposed to oxygen or ozone limit their use. Today their use has almost ceased. There are two general classes of synthetic rubber seals. One class is made entirely of a certain synthetic rubber. The term homogeneous, which means having uniform structure or composition throughout, is frequently used to describe this class of seal. The other class of seal is made by impregnating woven cotton duck or fine-weave asbestos with synthetic rubber. This class is sometimes referred to as fabricated seals. Additional information on sealing materials is provided in the Military Handbook, Gasket Materials (Nonmetalic), MIL-HDBK-212; and the Naval Ships’ Technical Manual, chapter 078. TYPES OF SEALS Fluid power seals are usually typed according to their shape or design. These types include T-seals, V-rings, O-rings, U-cups and so on. Some of the most commonly used seals are discussed in the remainder of this chapter. T-SEALS The T-seal has an elastomeric bidirectional sealing element resembling an inverted letter T. This sealing element is always paired with two special extrusion-resisting backup rings, one on each side of the T. The basic T-seal configuration is shown in figure 7-2, view A. The backup rings Figure7-2.–T-seals. 7-3 FPf07001 PERFORMED METAL STRIP METAL OUTER RING ASBESTOS FILLER FPf07002 ZERO PRESSURE BACKUP RINGS SEALING ELEMENT PRESSURE A. B. (UNPRESSURIZED) C. (PRESSURIZED)

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Table 7-l.—Comparison of Physical Properties for Some Hydraulic Fluid Seal Materials Figure 7-3.—V-rings. 7-4 are single turn, bias cut, and usually made of TFE, molybdenum-disulfide-impregnated nylon, or a combination of TFE and nylon. Nylon is widely used for T-seal backup rings because it provides excellent resistance to extrusion and has low friction characteristics. The special T-ring configuration adds stability to the seal, eliminating spiraling and rolling. FPf07003

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T-seals are used in applications where large clearances could occur as a result of the expansion of the thin-walled hydraulic cylinder. The T-ring is installed under radial compression and provides a positive seal at zero or low pressure. Backup rings, one on each side, ride free of T-ring flanges and the rod or cylinder wall (fig. 7-2, view B). These clearances keep seal friction to a minimum at low pressure. When pressure is applied (fig. 7-2, view C), the T-ring acts to provide positive sealing action as fluid pressure increases. One frequently used T-ring, manufactured by Greene, Tweed and Company, (called a G-Tring ®1 ), incorporates a unique, patented backup ring feature. One corner on the ID of each radius-styled backup ring on the G-Tring ® set has been rounded to mate with the inside corner of the rubber T. Figure 7-2, views B and C, shows the G-Tring ® . There is no military standard part numbering system by which T-seals can be identified. In general, each manufacturer issues proprietary part numbers to identify seals. However, it is common practice to identify T-seal sizes by the same dash numbers used for equivalent O-ring sizes (discussed later in this chapter) as defined by AS568 and MS28775 dimension standards. Typically, an O-ring groove that accepts a certain O-ring dash number will accept the same dash number T-seal. In the absence of an existing military standard for identifying T-seals, a new and simple 1 G-Tring ® is a Greene, Tweed Trademark, numbering system was created to identify T-seals required for hydraulic actuators (piston seals only) without reference to a particular manufacturer’s part number. The Navy number is composed of the letters G-T followed by a dash number of three digits and one letter, R, S, or T (for example, G-T-217T). The three digits are the appropriate O-ring size dash number according to AS568 or MS28775. The letters R, S, and T designate the number of backup rings that the groove of the T-seal is designed to accommodate: none, one, or two, respectively. V-RINGS The V-ring is one of the most frequently used dynamic seals in ship service although its identification, installation, and performance are probably most misunderstood. Properly selected and installed, V-rings can provide excellent service life; otherwise, problems associated with friction, rod and seal wear, noise, and leakage can be expected. The V-ring is the part of the packing set that does the sealing. It has a cross section resembling the letter V, (fig. 7-3) from which its name is derived. To achieve a seal, the V-ring must be installed as part of a packing set or stack, which includes one male adapter, one female adapter, and several V-rings (fig. 7-4). The male adapter is the first ring on the pressure end of the packing stack and is flat on one side and wedge-shaped on the other to contain the V of the adjacent V-ring. The female adapter, the last ring of the Figure 7-4.—Outside packed V-ring installations. 7-5 FPf07004 FEMALE ADAPTER MALE ADAPTER V-RINGS THREADED - TYPE BOLTED - TYPE

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packing stack, is flat on one side and V-shaped on the other to properly support the adjacent V-ring. Proper design and installation of the female adapter has significant impact on the service life and performance of the V-rings because the female adapter bridges the clearance gap between the moving surfaces and resists extrusion. The packing set is installed in a cavity that is slightly deeper than the free stack height (the nominal overall height of a V-ring packing set, including the male and female adapters as measured before installation) and as wide as the nominal cross section of the V-rings. This cavity, called a packing gland or stuffing box, contains and supports the packing around the shaft, rod, or piston. Adjustment of the packing gland depth through the use of shims or spacers is usually necessary to obtain the correct squeeze or clearance on the packing stack for good service life. Two basic installations apply to V-ring packings. The more common is referred to as an outside packed installation, in which the packing seals against a shaft or rod, as shown in figure 7-4. The inside packed installation, is shown as a piston seal in figure 7-5. When V-ring packing is to be used in an inside packed installation, only endless ring packing should be used. Where pressures exist in both directions, as on a double-acting piston, opposing sets of packing Figure 7-5.—Inside packed V-ring installation. should always be installed so the sealing lips face away from each other as in figure 7-5. This prevents trapping pressure between the sets of packings. The female adapters in inside packed installations should always be located adjacent to a fixed or rigid part of the piston. O-RINGS An O-ring is doughnut-shaped. O-rings are usually molded from rubber compounds; how- ever, they can be molded or machined from plastic materials. The O-ring is usually fitted into a rectangular groove (usually called a gland) machined into the mechanism to be sealed. An O-ring seal consists of an O-ring mounted in the gland so that the O-ring’s cross section is compressed (squeezed) when the gland is assembled (fig. 7-6). An O-ring sealing system is often one of the first sealing systems considered when a fluid closure is designed because of the following advantages of such a system: 1. 2. 3. 4. 5. 6. 7. Simplicity Ruggedness Low cost Ease of installation Ease of maintenance No adjustment required No critical torque in clamping Figure 7-6.—O-ring installed in a gland. 7-6 FPf07005 FPf07006 ZERO PRESSURE PRESSURE VIEW A VIEW B

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8. 9. 10. 11. Low distortion of structure Small space requirement Reliability Effectiveness over wide pressure and temperature ranges As stated previously, O-rings are used in both static (as gaskets) and dynamic (as packing) applications. An O-ring will almost always be the most satisfactory choice of seals in static applications if the fluids, temperatures, pressure, and geometry permit. Standard O-ring packings are not specifically designed to be used as rotary seals. When infrequent rotary motion or low peripheral velocity is involved standard O-ring packings may be used, provided consistent surface finishes over the entire gland are used and eccentricities are accurately controlled. O-rings cannot compensate for out-of-round or eccentrically rotating shafts. As rotary seals, O-rings perform satisfactorily in two application areas: 1. In low-speed applications where the surface speed of the shaft does not exceed 200 ft/min 2. In high-speed moderate-pressure appli- cations, between 50 and 800 psi The use of low-friction extrusion-resistant devices is helpful in prolonging the life and improving the performance of O-rings used as rotary seals. O-rings are often used as reciprocating seals in hydraulic and pneumatic systems. While best suited for short-stroke, relatively small diameter applications, O-rings have been used successfully in long-stroke, large diameter applications. Glands for O-rings used as reciprocating seals are usually designed according to MIL-G-5514 to provide a squeeze that varies from 8 to 10 percent minimum and 13.5 to 16 percent maximum. A squeeze of 20 percent is allowed on O-rings with a cross section of 0.070-inch or less. In some reciprocating pneumatic applications, a floating O-ring design may simultaneously reduce friction and wear by maintaining no squeeze by the gland on the O-ring. When air pressure enters the cylinder, the air pressure flattens the O-ring, causing sufficient squeeze to seal during the stroke. If the return stroke does not use pneumatic power, the O-ring returns to its round cross section, minimizing drag and wear on the return stroke. Identification As a maintenance person or supervisor working with fluid power systems, you must be able to positively identify, inspect, and install the correct size and type of O-ring to ensure the best possible service. These tasks can be difficult since part numbers cannot be put directly on the seals and because of the continual introduction of new types of seals and obsolescence of others. (Naval Ships’ Technical Manual, chapter 078, contains a table that cross-references obsolete and current O-ring specifications for ship applications.) O-rings are packaged in individually sealed envelopes. O-ring seals manufactured to govern- ment specifications are marked according to the requirements of the specific military specification and standard. The required marking for each package is as follows: 1. 2. 3. 4. 5. 6. 7. 8. 9. National stock number (NSN) Nomenclature Military part number Material specification Manufacturer’s Manufacturer’s Manufacturer’s name compound number batch number Contract number Cure date NOTE: Keep preformed packings in their original envelopes, which provide preservation, protection, identification, and cure date. When you select an O-ring for installation, carefully observe the information on the package. If you cannot positively identify an O-ring, discard it. The part number on the sealed package provides the most reliable and complete identification. 7-7

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Sizes A standardized dash number system for O-ring sizes is used in many military and industrial specifications. The O-ring size is identified by a dash number rather than the actual dimensions for convenience. The basis for the dash numbers is contained in Aerospace Standard AS568. For nongasket O-rings (packing), the dash numbers are divided into groups of one hundred. Each hundred group identifies the cross section size of the O-rings within the group (table 7-2). The 900 series dash numbers contained in AS568 identify all the presently standardized straight thread tube fitting boss gaskets. With the exception of -901, the last two digits of the dash designate the tube size in 16ths of an inch. For example, the -904 size is for a 1/4-inch tube. Dimensions The critical dimensions of an O-ring are its ID, its cross sectional diameter (W), and the height and width of the residual molding flash (see fig. 7-7). Nominal dimensions have been used to describe O-ring sizes, although this practice is rapidly being replaced by the use of dash numbers. The actual inside diameter of a seal will be slightly less than the nominal ID, but the actual OD will Table 7-2.—O-Ring Dash Numbers Versus Cross Section Sizes be slightly larger than the nominal OD. For example, an AS568-429 O-ring is described in nominal dimensions as 5 inches ID by 5-1/2 inches OD by 1/4-inch W. Actual dimensions are 4.975 inches ID by 5.525 inches OD by 0.275 inches W. Specifications Material and performance requirements for O-rings are often identified in military specifications. The dimensions of these O-rings will usually be found in accompanying slash sheets (which bear the specification number and are a part of the specification) or will be identified by various drawings and standards that relate to the specification. Included among the specifications are Air Force-Navy Standards (AN), Mili- tary Standards (MS), and National Aerospace Standards (NAS). If the specification does not identify sizes, the sizes should be identified by the AS568 dash number. Usually, you can use drawings, technical manuals, and allowance parts lists (APLs) to identify replacement O-rings. (Notes 2 and 3 of table 7-1 list some of the frequently used military specifications). Cure Date A cure date is as applicable to natural or synthetic O-rings as it is to rubber hoses. This date is the basis for determining the age of O-rings. It is extremely important that the cure date be noted on all packages. Shelf Life and Expiration Date All elastomers change gradually with age; some change more rapidly than others. The shelf life for rubber products is contained in MIL-HDBK-695. Check the age of natural or synthetic rubber preformed packings before installation to determine whether they are acceptable for use. Make a positive identification, indicating the source, cure date, and expiration date. Ensure that this information is available for all packing used. Shelf life requirements do not apply once the packing is installed in a component. The expiration date is the date after which packing should not be installed. The expiration date of all packings can be determined by adding the shelf life to the cure date. 7-8

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Replacement Figure 7-8 shows a typical O-ring installation. When such an installation shows signs of internal or external leakage, the component must be disassembled and the seals replaced. Sometimes components must be resealed because of the age limitations of the seals. The O-ring should also be replaced whenever a gland that has been in service is disassembled and reassembled. Often a poor O-ring installation begins when an old seal is removed. O-ring removal involves working with parts that have critical surface finishes. If hardened-steel, pointed, or sharp- edged tools are used for removal of O-rings or backup rings, scratches, abrasions, dents, and other deformities on critical sealing surfaces can result in seal failure which, in turn, can result in Figure 7-7.—Critical dimensions of an O-ring. might scratch or mar component surfaces or damage the O-ring. An O-ring tool kit is available in the supply system for O-ring in- stallation or removal. If these tools are not on hand, special tools can be made for this purpose. A few examples of tools used in the removal and installation of O-rings are illustrated in functional failure of When removing not use pointed or the equipment. or installing O-rings, do sharp-edged tools which Figure 7-8.–Typical O-ring instalation. 7-9 FPf07007 D E T A I LO FW-W D E T A I LO FA-A A A I. D. WW W W .003" MAX .005" MAX FPf07008 CYLINDER O-RING PACKING O-RING PACKING PISTON ROD PISTON HEAD

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figure 7-9. These tools should be fabricated from soft metal such as brass or aluminum; however, tools made from phenolic rod, wood, or plastic may also be used. Tool surfaces must be well rounded, polished, and free of burrs. Check the tools often, especially the surfaces that come in contact with O-ring grooves and critical polished surfaces. Notice in figure 7-9, view A, how the hook-type removal tool is positioned under the O-ring and then lifted to allow the extractor tool, as well as the removal tool, to pull the O-ring from its cavity. View B shows the use of another type of extractor tool in the removal of internally installed O-rings. In view C, notice the extractor tool positioned under both O-rings at the same time. This method of manipulating the tool positions both O-rings, which allows the hook-type removal tool to extract both O-rings with minimum effort. View D shows practically the same removal as view C, except for the use of a different type of extractor tool. The removal of external O-rings is less difficult than the removal of internally installed O-rings. Views E and F show the use of a spoon-type extractor, which is positioned under the seal. After the O-ring is dislodged from its cavity, the spoon is held stationary while the piston is simultaneously rotated and withdrawn. View F is similar to view E, except that only one O-ring is installed, and a different type of extractor tool is used. The wedge-type extractor tool is inserted beneath the O-ring; the hook-type removal tool hooks the O-ring. A slight pull on the latter tool removes the O-ring from its cavity. After removing all O-rings, cleaning of the affected parts that will receive new O-rings is Figure 7-9.—O-ring tools and O-ring removal. 7-10 BACKUP RINGS CYLINDER REMOVAL TOOL REMOVAL TOOL (HOOK TYPE) EXTRACTOR TOOL (PULL TYPE) EXTRACTOR TOOL INTERNAL O-RING REMOVAL (USING PULL TYPE EXTRACTOR AND HOOK TYPE REMOVAL TOOLS) CYLINDER MOUTH PULL PULL O-RING BACKUP RINGS BACKUP RINGS CYLINDER REMOVAL TOOL (HOOK TYPE) EXTRACTOR TOOL (PUSH TYPE) EXTRACTOR TOOL REMOVAL TOOL INTERNAL O-RING REMOVAL (USING PUSH TYPE EXTRACTOR AND HOOK TYPE REMOVAL TOOLS) CYLINDER MOUTH PUSH PULL O-RING O-RING CYLIND MOUT PU BAC RIN O RING O-RING BACKUP RING (INSERTED UNDER O-RING) BACKUP RING REMOVAL TOOL (HOOK TYPE) EXTRACTOR TOOL (PULL TYPE) EXTRACTOR TOOL REMOVAL TOOL DUAL INTERNAL O-RING REMOVAL (USING PUSH TYPE EXTRACTOR AND HOOK TYPE REMOVAL TOOLS) O-RING O-RING PULL PUSH BACKUP RING REMOVAL TOOL (HOOK TYPE) EXTRACTOR TOOL (WEDGE TYPE) EXTRACTOR TOOL REMOVAL TOOL INTERNAL O-RING REMOVAL (USING WEDGE TYPE EXTRACTOR AND HOOK TYPE REMOVAL TOOLS) O-RING PULL PUSH BACKUP RING REMOVAL SPOON EXTERNAL O-RING REMOVAL (USING SPOON TYPE EXTRACTOR REMOVAL TOOLS) EXTERNAL O-RING REMOVAL (USING WEDGE TYPE EXTRACTOR AND HOOK TYPE REMOVAL TOOLS) REMOVAL TOOL (HOOK TYPE) EXTRACTOR TOOL (WEDGE TYPE) REMOVAL TOOL EXTRACTING TOOL PUSH PUSH FPf07009 AB CD EF

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mandatory. Ensure that the area used for such installations is clean and free from all contamination. Remove each O-ring that is to be installed from its sealed package and inspect it for defects such as blemishes, abrasions, cuts, or punctures. Although an O-ring may appear perfect at first glance, slight surface flaws may exist. These are often capable of preventing satisfactory O-ring performance. O-rings should be rejected for flaws that will affect their performance. By rolling the ring on an inspection cone or dowel, the inner diameter surface can be checked for small cracks, particles of foreign material, and other irregularities that will cause leakage or shorten its life. The slight stretching of the ring when it is rolled inside out will help to reveal some defects not otherwise visible. A further check of each O-ring should be made by stretching it between the fingers, but care must be taken not to exceed the elastic limits of the rubber. Following these inspection practices will prove to be a maintenance economy. It is far more desirable to take care identifying and inspecting O-rings than to repeatedly overhaul components with faulty seals. After inspection and prior to installation, lubricate the O-ring, and all the surfaces that it must slide over with a light coat of the system fluid or a lubricant approved for use in the system. Consult the applicable technical instruction or Naval Ships’ Technical Manual for the correct lubricant for pneumatic systems. Assembly must be made with care so that the O-ring is properly placed in the groove and not damaged as the gland is closed. During some installations, such as on a piston, it will be necessary to stretch the O-ring. Stretch the O-ring as little and as uniformly as possible. Avoid rolling or twisting the O-ring when maneuvering it into place. Keep the position of the O-ring mold line constant. O-rings should not be left in a twisted condition after installation. If the O-ring installation requires spanning or inserting through sharp-threaded areas, ridges, slots, and edges, use protective measures, such as the O-ring entering sleeve (fig. 7-10, view A). If Figure 7-10.–O-ring installation. 7-11 FPf07010 SOFT THIN-WALL METALLIC SLEEVE INSTALLATION TOOL (PUSH TYPE) CYLINDER MOUTH SHARP EDGES, CORNERS AND THREADSO-RING RECEIVING GROOVE VIEW A PAPER ENTERING SLEEVE SHARP EDGES AND THREADS O-RING RECEIVING GROOVE INSTALLATION TOOL (PUSH TYPE) VIEW B SHARP EDGES AND CORNERS FOIL COVER THREADED AREA O-RING RECEIVING GROOVES O-RING RECEIVING GROOVES PAPER COVER EXTERNAL O-RING INSTALLATION (USING PAPER OR FOIL COVER TO AVOID O-RING DAMAGE FROM SHARP EDGES OR THREADS) VIEW C INTERNAL O-RING INSTALLATION (USING METALLIC SLEEVE TO AVOID O-RING DAMAGE FROM SHARP EDGES OR THREADS, AND PUSH TYPE INSTALLATION TOOL) INTERNAL O-RING INSTALLATION (USING FOIL OR O-RING PACKAGE ENTERING SLEEVE TO AVOID O-RING DAMAGE FROM SHARP EDGES OR THREADS, AND PUSH TYPE INSTALLATION TOOL)

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the recommended O-ring entering sleeve (a soft, thin wall, metallic sleeve) is not available, paper sleeves and covers may be fabricated by using the seal package (glossy side out) or lint-free bond paper (see views B and C of fig. 7-10). After you place the O-ring in the cavity provided, gently roll the O-ring with your fingers to remove any twist that might have occurred during the installation. After installation, an O-ring should seat snugly but freely in its groove. If backup rings are installed in the groove, be certain the backup rings are installed on the correct side of the ring. BACKUP RINGS Backup rings, also referred to as retainer rings, antiextrusion devices, and nonextrusion rings, are washer-like devices that are installed on the low-pressure side of packing to prevent extrusion of the packing material. Backup rings in dynamic seals minimize erosion of the packing materials and subsequent failure of the seal. At lower pressures, backup rings will prolong the normal wear life of the packing. At higher pressures, backup rings permit greater clearances between the moving parts. Normally, backup rings are required for operating pressures over 1500 psi. Backup rings can be made of polytetra- fluoroethylene, hard rubber, leather, and other materials. The most common material currently used is tetrafluoroethylene (TFE). Backup rings are available as single-turn continuous (uncut or solid), single-turn (bias) cut, and spiral cut. See figure 7-11. Leather rings are always furnished in solid ring form (unsplit). Rings of TFE are available in all three types. Packaging and Storing Backup rings are not color-coded or otherwise marked and must be identified from the packaging labels. The dash number following the military standard number found on the package indicates the size, and usually relates directly to the dash number of the O-rings for which the backup ring is dimensionally suited. Backup rings made of TFE do not deteriorate with age and do not have shelf life limitations. TFE backup rings are provided by manufacturer either in individually sealed packages or on mandrels. If unpackaged rings are stored for a long time without the use of mandrels, a condition of overlap may develop. Overlap occurs when the ID of the backup ring becomes smaller and its ends overlap each other. To correct this overlap condition, stack TFE rings on a mandrel of the correct diameter, and clamp the rings with their coils flat and parallel. Place the rings in an oven at a maximum temperature of 177 0 C (350 0 F) for approximately 10 minutes. Do not overheat them because fumes from decomposing TFE are toxic. Remove and water-quench the rings. Store the rings at room temperature before you use them (preferably for 48 hours). Installation Care must be taken in handling and installing backup rings. Do not insert them with sharp tools. Backup rings must be inspected prior to using them for evidence of compression damage, scratches, cuts, nicks, or frayed con- ditions. If O-rings are to be replaced where backup rings are installed in the same groove, never replace the O-ring without replacing the backup rings, or vice versa. Many seals use two backup rings, one on either side of the O-ring (fig. 7-12). Two backup rings are used primarily in situations (such as a reciprocating piston seal) where alternating pressure direction can cause packing to be extruded on both sides of the gland. Figure 7-11.—Types of backup rings. 7-12 FPf07011 SPIRAL CUT SINGLE TURN BIAS CUT SINGLE TURN CONTINUOUS

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Figure 7-12.—Backup ring configuration. If only one backup ring is used, place the backup ring on the low-pressure side of the packing (fig. 7-13, view A). When a backup ring is placed on the high-pressure side of the packing, the pressure against the relatively hard surface of the backup ring forces the softer packing against the low-pressure side of the gland, resulting in a rapid failure due to extrusion (fig. 7-13, view B). When dual backup rings are installed, stagger the split scarfed ends as shown in figure 7-14. When installing a spiral cut backup ring (MS28782 or MS28783), be sure to wind the ring correctly to ease installation and ensure optimum per- formance. When TFE spiral rings are being installed in internal grooves, the ring must have a right-hand Figure 7-13.–Location of a single backup ring. Figure 7-14.—Installation of cut dual backup rings. 7-13 BACKUP RINGS PRESSURE 0-RING FPf07012 FPf07013VIEW A VIEW B PRESSURE PRESSURE 0-RING 0-RING EXTRUDING BACKUP RING BACKUP RING WRONG PROPER LOCATION OF A SINGLE BACKUP RING IMPROPER LOCATION OF A SINGLE BACKUP RING RIGHT FPf07014 BACKUP RINGS SCARFED ENDS (STAGGERED) SINGLE TURN BACKUP RINGS O-RING BACKUP RINGS SCARFED ENDS (STAGGERED) SPIRAL BACKUP RINGS O-RING

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Figure 7-15.–Installation of TFE back up rings (internal). 7-14 FPf07015 B. T o Prevent Overlap, Slightly Stretch the T eflon Ring before Installing it into Internal Grooves. Work the Ring into Internal Grooves by Rotating the Rod. A. Reverse the Spiral of a 5R-14 Ring (Normally RH) to a Left Hand Spiral. Note that the Leveled Ends are Opposite from Step One. CHANGING DIRECTION OF ROTATION OF SPIRAL BACKUP RINGS

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spiral. Figure 7-15, view A, shows how to change the direction of the spiral. The ring is then stretched slightly, as shown in view B prior to installation into the groove. While the TFE ring is being inserted into the groove, rotate the component in a clockwise direction. This will tend to expand the ring diameter and reduce the possibility of damaging the ring. When TFE spiral rings are being installed in external grooves, the ring should have a left-hand spiral. As the ring is being inserted into the groove, rotate the component in a clockwise direction. This action will tend to contract the ring diameter and reduce the possibility of damaging the ring. In applications where a leather backup ring is called for, place the smooth-grained side of the leather next to the ring. Do not cut leather backup rings. Use a leather backup ring as one continuous ring and lubricate the ring prior to installing it, particularly the smaller sizes. If stretching is necessary for proper installation, soak the backup ring in the system fluid or in an acceptable lubricant at room temperature for at least 30 minutes. or two backup rings, depending upon the specific seal groove application and width. The Quad- Ring® seal works well in, both hydraulic and pneumatic systems. Many Quad-Ring® seal sizes have been assigned NSNs and are stocked in the Federal Supply System. Quad-Ring® seals in manu- facturer’s sizes designated as Q1 through Q88 are interchangeable with O-rings conforming to AN6227. Likewise, Quad-Ring® seals in com- mercial sizes Q101 through Q152 are inter- changeable with O-rings conforming to AN6230 in the respective dash sizes from –1 through–52. Therefore, the Quad-Ring® seal stock part number uses the AN standard O-ring designations AN6227 and AN6230 and the commercial Q dash number designation. For example, NSNs are found under such reference part numbers as AN6227Q10 and AN6230Q103. If the letter Q does not follow AN6227 or AN6230, the part number is an O-ring not a Quad-Ring® seal. If Quad-Ring® seals are not available for maintenance actions, appropriate sized O-rings can be installed and they work satisfactorily. QUAD-O-DYN® SEALS QUAD-RINGS The Quad-Ring® seal is a special configura- tion ring packing, manufactured by the Minnesota Rubber. As opposed to an O-ring, a Quad- Ring® seal has a more square cross-sectional shape with rounded corners (fig. 7-16). The Quad- Ring® seal design offers more stability than the O-ring design and practically eliminates the spiraling or twisting that is sometimes encountered with the O-ring. Quad-Rings® seals are completely inter- changeable with O-rings in the sizes offered by the manufacturer. They may be installed with one The Quad-O-Dyn®, also manufactured by Minnesota Rubber, is a special form of the Quad-Ring. The Quad-O-Dyn differs from the Quad-Ring in configuration (fig. 7-17), is harder, is subject to greater squeeze, and is made of a different material. The Quad-O-Dyn® seal also works well in O-rings glands. The Quad-O-Dyn® is used in relatively few applications. However, for difficult dynamic sealing applications, the Quad-O-Dyn® can perform better than the Quad-Ring. Quad-O- Dyn® rings are installed in submarine hydraulic systems plant accumulators. Figure 7-16.—Quad-Ring. 7-15 Figure 7-17.—Quad-O-Dyn® seal. FPf07016 FPf07017

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U-CUPS AND U-PACKINGS The distinction between U-cups and U-packings results from the difference in materials used in their fabrication. The U-cup is usually made of homogeneous synthetic rubber; U-packings are usually made of leather or fabric- reinforced rubber. Special aspects of each type will be discussed separately. However, all U-cups and U-packings have cross sections resembling the letter U. Both types are balanced packings, both seal on the ID and the OD, and both are applied individually, not in stacks like V-rings. Size differences between U-cups and U-packings are usually substantial enough to prevent inter- changeability. There are a few sizes with smaller diameters and cross sections that may appear to be dimensionally equivalent but are not. Therefore, U-packings should not be substituted for U-cups (or vice versa) in any installation. U-CUPS The U-cup (fig. 7-18) has been a popular packing in the past because of installation ease and low friction. U-cups are used primarily for pressures below 1500 psi, but higher pressures are possible with the use of antiextrusion rings. For double-acting pistons, two U-cups are installed in separate grooves, back-to-back or heel-to-heel. Two U-cups are never used in the same groove. This heel-to-heel type of installation is common for single-acting (monodirectional) seals, such as U-cups and V-rings, and is necessary to prevent a pressure trap (hydraulic lock) between two packings. Installation of two U-cups with sealing lips facing each other can result in hydraulic lock and must be avoided. Leather U-Packings As a rule, leather U-packings are made with straight side walls (no flared sealing lips). See figure 7-19. The leather may be chemically treated or otherwise impregnated to improve its per- formance. Leather U-packings are available in standard sizes conforming to industrial specifica- tions. For support, the cavity of the U-packing should contain a metal pedestal ring or should be filled with a suitable material. Leather U-packings with an integral pedestal support have been installed in some submarine steering and diving ram piston seals. CUP PACKINGS Cup packings resemble a cup or deep dish with a hole in the center for mounting (fig. 7-20). Cup seals are used exclusively to seal pistons in both low- and high-pressure hydraulic and pneu- matic service. They are produced in leather, homogeneous synthetic rubber, and fabric- reinforced synthetic rubber. Although the cup packing lip flares outward, the rubbing contact is made at the lip only when the fluid pressure is low. As the fluid pressure increases, the cup heel expands outward until it contacts the cylinder wall, at which point high-pressure sealing is in effect. As the pressure loading shifts the sealing line to the cup heel, the lip is actually pulled into the cup and away from the cylinder wall. On the return stroke when the pressure is relaxed, the heel will shrink slightly, leaving only the lip in contact with the wall, avoiding unnecessary wear at the heel. For reciprocating pistons, two cups installed back-to-back in separate glands are required. FLANGE PACKINGS Flange packings are used exclusively in low- pressure, outside-packed installations, such as rod Figure 7-18.—Typical U-cup seal. Figure 7-19.—U-packing. 7-16 FPf07018 FPf07019

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Figure 7-20.–Cup packing. seals. The flange made of leather, (sometimes called fabric-reinforced the hat) is rubber, or homogeneous rubber. Lip sealing occurs only on the packing ID (fig. 7-21). Flange packings are generally used only for rod seals when other packings such as V-rings or U-seals cannot be used. DIRT EXCLUSION SEALS (WIPERS AND SCRAPERS) Dirt exclusion devices are essential if a satisfactory life is to be obtained from most rod seals. The smooth finished moving rod surface, if not enclosed or protected by some sort of covering, will accumulate a coating of dust or abrasive material that will be dragged or carried into the packing assembly area on the return rod stroke. Exclusion devices called wipers or scrapers are designed to remove this coating. While the terms wiper and scraper are often used interchangeably, it is useful to reserve scraper Figure 7-21.—Typical flange packing cross section. for metal lip-type devices that remove heavily encrusted deposits of dirt or other abrasive material that would merely deflect a softer lip and be carried into the cylinder. Sometimes a rod will have both a scraper and a wiper, the former to remove heavy deposits and the latter to exclude any dust particles that remain. Whenever metallic scrapers are used with felt wipers in the same groove, the felt wiper must not be compressed nor restricted in any way that affects its function as a lubricator. A wiper installed in a seal assembly in a pneumatic application may remove too much oil from the rod, requiring some method of replacing the oil. A common remedy is to provide a periodically oiled felt ring between the wiper and the seal. Felt wipers provide lubrication to extended operating rods, thus increasing component wear life. These wipers are only used to provide lubrication to parts. Much longer life could be obtained from most seals if proper attention were given to wipers and scrapers. Often, wiper or scraper failure is not noticed when a seal packing fails. As a result, only the packing is replaced, and the same worn wiper or scraper is reinstalled to destroy another packing. Check the wiper or scraper condition upon its removal. If the wiper is worn, dirty, or embedded with metallic particles, replace it with a new one. It is usually good practice to replace the wiper every time you replace the seal and even more frequently if the wiper is readily accessible without component disassembly. If replacements are not available, wash dirty wipers that are still in good condition with suitable solvent and reinstall them. Remember that a wiper or scraper is deliberately installed as a sacrificial part to protect and preserve the sealing packing. Therefore, from a user’s standpoint, wipers and scrapers should be inspected and replaced as necessary. STORAGE OF SEALS Proper storage practices must be observed to prevent deformation and deterioration of seals. Most synthetic rubbers are not damaged by storage under ideal conditions. However, most synthetic rubbers will deteriorate when exposed to heat, light, oil, grease, fuels, solvents, thinners, moisture, strong drafts, or ozone (form of oxygen formed from an electrical discharge). Damage by exposure is magnified when rubber is under tension, compression, or stress. There are several 7-17 INSIDE FOLLOWER LEATHER CUP PACKING HEEL BACK FOLLOWER PLATE FPf07020 FPf07021ROD DIA BASE DYNAMIC SEALING AREA STATIC SEALING AREA

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conditions to be avoided, which include the following: 1. Deformation as a result of improper stacking of parts and storage containers. 2. Creasing caused by force applied to corners and edges, and by squeezing between boxes and storage containers. 3. Compression and flattening, as a result of storage under heavy parts. 4. Punctures caused by staples used to attach identification. 5. Deformation and contamination due to hanging the seals from nails or pegs. Seals should be kept in their original envelopes, which provide preservation, protection, identification, and cure date. 6. Contamination by piercing the sealed envelope to store O-rings on rods, nails, or wire hanging devices. 7. Contamination by fluids leaking from parts stored above and adjacent to the seal surfaces. 8. Contamination caused by adhesive tapes applied to seal surfaces. A torn seal package should be secured with a pressure-sensitive moistureproof tape, but the tape must not contact the seal surfaces. 9. Retention of overage parts as a result of improper storage arrangement or illegible identification. Seals should be arranged so the older seals are used first. 7-18

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CHAPTER 8 MEASUREMENT AND PRESSURE CONTROL DEVICES For safe and efficient operation, fluid power systems are designed to operate at a specific pressure and/or temperature, or within a pressure and/or temperature range. You have learned that the lubricating power of hydraulic fluids varies with temperature and that excessively high temperatures reduce the life of hydraulic fluids. Additionally, you have learned that the materials, dimensions, and method of fabrication of fluid power components limit the pressure and temperature at which a system operates. You have also learned of means of automatically controlling pressure in both hydraulic and pneumatic systems. Most fluid power systems are provided with pressure gauges and thermometers for measuring and indicating the pressure and/or the tempera- ture in the system. Additionally, various tempera- ture and pressure switches are used to warn of an adverse pressure or temperature condition. Some switches will even shut the system off when an adverse condition occurs. These devices will be discussed in this chapter. PRESSURE GAUGES Many pressure-measuring instruments are called gauges. However, this section will be restricted to two mechanical instruments that contain elastic elements that respond to pressures found in fluid power systems—the Bourdon-tube and bellows gauges. BOURDON TUBE GAUGES The majority of pressure gauges in use have a Bourdon-tube as a measuring element. (The gauge is named for its inventor, Eugene Bourdon, a French engineer.) The Bourdon tube is a device that senses pressure and converts the pressure to displacement. Since the Bourdon-tube displace- ment is a function of the pressure applied, it may be mechanically amplified and indicated by a pointer. Thus, the pointer position indirectly indicates pressure. The Bourdon-tube gauge is available in various tube shapes: curved or C-shaped, helical, and spiral. The size, shape, and material of the tube depend on the pressure range and the type of gauge desired. Low-pressure Bourdon tubes (pressures up to 2000 psi) are often made of phosphor bronze. High-pressure Bourdon tubes (pressures above 2000 psi) are made of stainless steel or other high-strength materials. High- pressure Bourdon tubes tend to have more circular cross sections than their lower-range counterparts, which tend to have oval cross sections. The Bourdon tube most commonly used is the C-shaped metal tube that is sealed at one end and open at the other (fig. 8-1). Figure 8-1.—Simplex Bourdon-tube pressure gauge. 8-1 RED HAND POINTER OVAL CROSS SECTION BOURDON TUBE HAIRSPRING PINION GEAR SECTOR TIP (CLOSED END) ADJUSTABLE LINK FIXED OPEN END SOCKET B. OPERATING MECHANISM A. DIAL FPf08001 100 50 0 150 200 250 400 350 300

CHAPTER 8

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C-shaped Bourdon Tube The C-shaped Bourdon tube has a hollow, elliptical cross section. It is closed at one end and is connected to the fluid pressure at the other end. When pressure is applied, its cross section becomes more circular, causing the tube to straighten out, like a garden hose when the water is first turned on, until the force of the fluid pressure is balanced by the elastic resistance of the tube material. Since the open end of the tube is anchored in a fixed position, changes in pressure move the closed end. A pointer is attached to the closed end of the tube through a linkage arm and a gear and pinion assembly, which rotates the pointer around a graduated scale. Bourdon-tube pressure gauges are often classified as simplex or duplex, depending upon whether they measure one pressure or two pressures. A simplex gauge has only one Bourdon tube and measures only one pressure. The pressure gauge shown in figure 8-1 is a simplex gauge. A red hand is available on some gauges. This hand is manually positioned at the maximum operating pressure of the system or portion of the system in which the gauge is installed. When two Bourdon tubes are mounted in a single case, with each mechanism acting independently but with the two pointers mounted on a common dial, the assembly is called a duplex gauge. Figure 8-2 shows a duplex gauge with views of the dial and the operating mechanism. Note that each Bourdon tube has its own pressure connection and its own pointer. Duplex gauges are used to give a simultaneous indication of the pressure from two different locations. For example, it may be used to measure the inlet and outlet pressures of a strainer to obtain the differential pressure across it. Differential pressure may also be measured with Bourdon-tube gauges. One kind of Bourdon- tube differential pressure gauge is shown in figure 8-3. This gauge has two Bourdon tubes but only one pointer. The Bourdon tubes are connected in such a way that they indicate the pressure difference, rather than either of two actual pressures. As mentioned earlier, Bourdon-tube pressure gauges are used in many hydraulic systems. In this application they are usually referred to as hydraulic gauges. Bourdon-tube hydraulic gauges are not particularly different from other types of Bourdon-tube gauges in how they operate; however, they do sometimes have special design features because of the extremely high system pressures to which they may be exposed. For Figure 8-2.—Duplex Bourdon-tube pressure gauge. 8-2

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Figure 8-3.—Bourdon-tube differential pressure gauge. example, some hydraulic gauges have a special type of spring-loaded linkage that is capable of taking overpressure and underpressure without damage to the movement and that keeps the pointer from slamming back to zero when the pressure is suddenly changed. A hydraulic gauge that does not have such a device must be protected by a suitable check valve. Some hydraulic gauges may also have special dials that indicate both the pressure (in psi) and the corresponding total force being applied, for example tons of force produced by a hydraulic press. Spiral and Helical Bourdon Tubes Spiral and helical Bourdon tubes (figs. 8-4 and 8-5) are made from tubing with a flattened cross Figure 8-4.—Spiral Bourdon tube. section. Both were designed to provide more travel of the tube tip, primarily for moving the recording pen of pressure recorders. BELLOWS ELASTIC ELEMENTS A bellows elastic element is a convoluted unit that expands and contracts axially with changes in pressure. The pressure to be measured can be applied to either the outside or the inside of the bellows; in practice, most bellows measuring Figure 8-5.—Helical Bourdon tube. 8-3 FPf08003 DIAL POINTER SMALL TUBE LARGE TUBE LINKAGE B. OPERATING MECHANISM A. DIAL 10 2 20 40 0 80 60 120 140 160 100 H L FPf08004 SECTION A-A A-A SIDE VIEW OF SPIRAL PRESSURE FPf08005 TIP MOVES HERE HELICAL PRESSURE TUBE PRESSURE POINTER SHAFT HELIX PRESSURE TIP MOVES HERE (DETAIL VIEW OF TYPICAL HELIX) (SCHEMATIC)

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Figure 8-6.—Simple bellows gauge. devices have the pressure applied to the outside of the bellows (fig. 8-6). Simple Bellows Elements Bellows elastic elements are made of brass, phosphor bronze, stainless steel, beryllium- copper, or other metal suitable for the intended service of the gauge. Motion of the element (bellows) is transmitted by suitable linkage and gears to a dial pointer. Most bellows gauges are spring-loaded—that is, a spring opposes the bellows and thus prevents full expansion of the bellows. Limiting the expansion of the bellows in this way protects the bellows and prolongs its life. Because of the elasticity in both the bellows and the spring in a spring-loaded bellows element, the relationship between the applied pressure and bellows movement is linear. Dual Bellows Indicators Another type of bellows element is the dual- bellows element. Figure 8-7 is a schematic diagram of this indicator. Dual-bellows element pressure indicators are used throughout the Navy as flow- measuring, level-indicating, or pressure-indicating devices. Figure 8-7.–Differential pressure sensor dual bellows. 8-4 FPf08006 SCALE SECTOR CONNECTING LINE SPRING BELLOWS CASE PINION GEAR HAIRSPRING PRESSURE CONNECTION FPf08007 SHAFT TO LINKAGE AND POINTER HIGH PRESSURE BELLOWS HIGH PRESSURE DIFFERENTIAL PRESSURE LOW PRESSURE DIFFERENTIAL PRESSURE UNIT LOW PRESSURE BELLOWS

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When in operation, the bellows will move in proportion to the difference in pressure applied across the bellows unit assembly. The linear motion of the bellows is picked up by a drive arm and transmitted as a rotary motion through a torque tube assembly. The indicating mechanism multiplies rotation of the torque tube through a gear and pinion to the indicating pointer. Bellows elements are used in various appli- cations where the pressure-sensitive device must be powerful enough to operate not only the indicating pointer but also some type of recording device. PRESSURE SWITCHES Often when a measured pressure reaches a certain maximum or minimum value, it is desir- able to have an alarm sound a warning, a light to give a signal, or an auxiliary control system to energize or de-energize. A pressure switch is the device commonly used for this purpose. One of the simplest pressure switches is the single-pole, single-throw, quick-acting type shown in figure 8-9. This switch is contained in a metal Figure 8-9.—Typical pressure switch. 8-5 FPf08009 BELLOWS OR DIAPHRAGM HOUSING PRESSURE SENSING CONNECTION SPRING CONTACTS ELECTRICAL CONNECTIONS

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case that has a removable cover, an electrical connection, and a pressure-sensing connection. The switch contains a seamless metallic bellows located in its housing. Changes in the measured pressure causes the bellows to work against an adjustable spring. This spring determines the pressure required to actuate the switch. Through suitable linkage, the spring causes the contacts to open or close the electrical circuit automatically when the operating pressure falls below or rises above a specified value. A permanent magnet in the switch mechanism provides a positive snap on both the opening and closing of the contacts. The switch is constantly energized. However, it is the closing of the contacts that energizes the entire electrical circuit. Another pressure switch is an electric- hydraulic assembly that is used for shutting off the pump’s motor whenever the system pressure exceeds a pre-determined maximum value (fig. 8-10). The switch is mounted on the pump housing so that the former’s low pressure ports drain directly into the pump housing. This pressure switch principally consists of a flange-mounted hydraulic valve to which is fixed a normally closed electrical limit switch. The valve consists of two hydraulically interconnected components, the pilot valve sub- assembly, which bolts on the bottom of the body (l), functions to sense system pressure continuously and initiates pressure switch action whenever this pressure exceeds the adjusted setting of the pilot adjustment. System pressure is directed into the bottom port and is applied against the exposed tip of the pilot piston (5). This piston is held on its seat by compression from the piston spring (6) which is dependent on the position of the adjusting screw (8). Whenever the pressure causes a force sufficiently large enough to raise the pilot piston from its seat, fluid flows through an interconnecting passage to the actuating piston (2) chamber. The accompanying fluid force raises the actuating piston against the force of spring 3 and causes depression of the extended switch plunger. This, in turn, disconnects the contained electrical switch, which may be connected into the pump motor’s electric supply system. Pressure switches come in many sizes and configurations depending on how they will be used. Figure 8-10.—Electric-hydraulic pressure switch. TEMPERATURE-MEASURING INSTRUMENTS Temperature is the degree of hotness or coldness of a substance measured on a definite scale. Temperature is measured when a measuring instrument, such as a thermometer, is brought into contact with the medium being measured. All temperature-measuring instruments use some change in a material to indicate temperature. Some of the effects that are used to indicate temperature are changes in physical properties and altered physical dimensions. One of the more important physical properties used in temperature- measuring instruments is the change in the length of a material in the form of expansion and contraction. Consider the uniform homogeneous bar illustrated in figure 8-11. If the bar has a given 8-6 1. BODY 4. SEAT 7. PLUNGER-ADJUSTMENT SCREW 2. ACTUATING PISTON 5. PILOT PISTON 3. SPRING 6. PISTON SPRING ADJUSTING SCREW8. 9. ADJUSTING-SCREW LOCK NUT 10. LIMIT SWITCH 1 8 7 9 2 3 4 5 6 10 FPf08010

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Figure 8-11.—Expansion of a bar. length (LO) at some temperature and is heated, it will expand (L f). The amount of expansion is a function of the original length and the temperature increase. The amount a material changes in length with temperature is called the linear coefficient of expansion. The linear coefficient of expansion for a material is a physical property of that material and describes its behavior with respect to temperature. BIMETALLIC EXPANSION THERMOMETER If two materials with different linear coef- ficients are bonded together, as the temperature changes their rate of expansion will be different. This will cause the entire assembly to bend in an arc as shown in figure 8-12. When the temperature is raised, an arc is formed around the material with the smaller expansion coefficient. Since this assembly is formed by joining two dissimilar materials, it is known as a bimetallic element. A modification of this bimetallic strip serves as the basis for one of the simplest and most commonly encountered temperature-measuring instruments, the bimetallic thermometer. Figure 8-13 shows a bimetallic thermometer. In it, a bimetallic strip is wound in the form of a long helix. One end of the helix is held rigid. As the temperature varies, the helix tries to wind or unwind. This causes the free end to rotate. The Figure 8-12.—Effect of unequal expansion of a bimetallic strip. free end is connected to a pointer. The pointer actually indicates angular rotation of the helix; however, since the rotation is linear and a function of temperature, the scale is marked in units of temperature. DISTANT-READING THERMOMETERS Distant-reading dial thermometers are used when the indicating portion of the instrument must be placed at a distance from where the temperature is being measured. The distant- reading thermometer has a long capillary, some Figure 8-13.—Bimetallic thermometer. 8-7 L L f L o FPf08011 COLD HOT FIXED END THIS METAL HAS GREATER COEFFICIENT OF LINEAR EXPANSION. THIS METAL HAS SMALLER COEFFICIENT OF LINEAR EXPANSION. FPf08012 FPf08013 BIMETALLIC HELLIX

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as long as 125 feet, which separates the sensing bulb from the Bourdon tube and dial (fig. 8-14). There are three basic types of distant-reading thermometers: the liquid filled, the gas filled, and the combination liquid-vapor filled. The thermometers are filled with fluid (liquid or gas) at some temperature and sealed. Almost the entire volume of the fluid is in the sensing bulb. As the temperature of the bulb changes, the volume of the fluid tries to change. Since the volume of the thermometer (sensing bulb, capillary, and Bourdon tube) is constant, a pressure change occurs within the thermometer. This pressure change causes the Bourdon tube to straighten out (with an increase in pressure), working a system of levers and gears, which causes the thermometer pointer to move over the dial and register temperature. TEMPERATURE SWITCHES Temperature switches operate from tempera- ture changes occurring in an enclosure, or in the air surrounding the temperature-sensing element. The operation of the temperature switch is similar to the operation of the pressure switch shown in figure 8-9; both switches are operated by changes in pressure. The temperature element is arranged so a change in temperature causes a change in the internal pressure of a sealed-gas or air-filled bulb Figure 8-14.—Distant-reading, Bourdon-tube thermometers. or helix, which is connected to the actuating device by a small tube or pipe. Figure 8-15 shows a temperature switch and two types of sensing elements. A temperature change causes a change in the volume of the sealed-in gas, which causes movement of a bellows. The movement is transmitted by a plunger to the switch arm. The moving contact is on the arm. A fixed contact may be arranged so the switch will open or close on a temperature rise. This allows the switch contacts to be arranged to close when the temperature drops to a predetermined value and to open when the temperature rises to the desired value. The reverse action can be obtained by a change in the contact positions. GAUGE SNUBBERS The irregularity of impulses applied to the fluid power system by some pumps or air compressors causes the gauge pointer to oscillate violently. This makes reading of the gauge not only difficult but often impossible. Pressure oscillations and other sudden pressure changes existing in fluid power systems will also affect the delicate internal mechanism of gauges and cause either damage to or complete destruction of the Figure 8-15.—Temperature switch with two types of sensing elements. A. Bulb unit. B. Helix unit. 8-8

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gauge. A pressure gauge snubber is therefore installed in the line that leads to the pressure gauge. The purpose of the snubber is to dampen the oscillations and thus provide a steady reading and protection for the gauge. The basic components of a snubber are the housing, fitting assembly with a fixed orifice diameter, and a pin and plunger assembly (fig. 8-16). The snubbing action is obtained by metering fluid through the snubber. The fitting assembly orifice restricts the amount of fluid that flows to the gauge, thereby snubbing the force of a pressure surge. The pin is pushed and pulled through the orifice of the fitting assembly by the plunger, keeping it clean and at a uniform size. Figure 8-16.—Pressure gauge snubber. 8-9 FPf08016 FITTING ASSEMBLY PIN AND PLUNGER ASSEMBLY O-RING HOUSING

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CHAPTER 9 RESERVOIRS, STRAINERS, FILTERS, AND ACCUMULATORS Fluid power systems must have a sufficient and continuous supply of uncontaminated fluid to operate efficiently. As stated in chapter 3 and emphasized throughout this manual, the fluid must be kept free of all foreign matter. This chapter covers hydraulic reservoirs, various types of strainers and filters, and accumulators installed in fluid power systems. RESERVOIRS A hydraulic system must have a reserve of fluid in addition to that contained in the pumps, actuators, pipes, and other components of the system. This reserve fluid must be readily available to make up losses of fluid from the system, to make up for compression of the fluid under pressure, and to compensate for the loss of volume as the fluid cools. This extra fluid is contained in a tank usually called a reservoir. A reservoir may sometimes be referred to as a sump tank, service tank, operating tank, supply tank, or base tank. In addition to providing storage for the reserve fluid needed for the system, the reservoir acts as a radiator for dissipating heat from the fluid and as a settling tank where heavy particles of contamination may settle out of the fluid and remain harmlessly on the bottom until removed by cleaning or flushing of the reservoir. Also, the reservoir allows entrained air to separate from the fluid. Most reservoirs have a capped opening for filling, an air vent, an oil level indicator or dip stick, a return line connection, a pump inlet or suction line connection, a drain line connection, and a drain plug (fig. 9-1). The inside of the reservoir generally will have baffles to prevent excessive sloshing of the fluid and to put a partition between the fluid return line and the pump suction or inlet line. The partition forces the returning fluid to travel farther around the tank before being drawn back into the active Figure 9-1.—Nonpressurized reservoir (ground or ship installation). system through the pump inlet line. This aids in settling the contamination and separating the air from the fluid. Large reservoirs are desirable for cooling. A large reservoir also reduces recirculation which helps settle contamination and separate air. As a ‘‘thumb rule,” the ideal reservoir should be two to three times the pump output per minute. However, due to space limitations in mobile and aerospace systems, the benefits of a large reservoir may have to be sacrificed. But, they must be large enough to accommodate thermal expansion of the fluid and changes in fluid level due to system operation. Reservoirs are of two general types— nonpressurized and pressurized. NONPRESSURIZED RESERVOIRS Hydraulic systems designed to operate equipment at or near sea level are normally equipped with nonpressurized reservoirs. This includes the hydraulic systems of ground and ship 9-1 RETURN LINE DRAIN RETURN PUMP SUPPLY LINE AIR BREATHER MOUNTING PLATE BAFFLE PLATEDRAIN PLUGSTRAINER CLEAN OUT PLATE (BOTH ENDS) FLUID LEVEL GAUGE FPf09001

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