5.4.11 Dimensions of conical shaft ends with parallel keys, short series

f05-108-9780750665087

Keyway may have forms other than shown.

Conicity of 1:10 corresponds to (d1−d2)/(l2/2) = 1/10.

f05-109-9780750665087

Dimensions in mm

Diameter (d1)LengthKey and key wayExternal thread (d3)Internal thread (d4)
(l1)(l2)(l3)(l2)b × htt1
1615.23 × 31.8M10 × 1.25M4 × 0.7
1828161217.24 × 42.5M10 × 1.25M5 × 0.8
1918.24 × 42.5M10 × 1.25M5 × 0.8
2018.94× 42.5M12 × 1.25M6 × 1.0
2236221420.94× 42.5M12 × 1.25M6 × 1.0
2422.95 × 53.0M12 × 1.25M6 × 1.0
2542241823.85×53.0M16 × 1.5M8 × 1.25
2826.85 × 53.0M16 × 1.5M8 × 1.25
3028.25×53.0M20 × 1.5M10 × 1.5
3258362230.26 × 63.5M20 × 1.5M10 × 1.5
3533.26 × 63.5M20 × 1.5M10 × 1.5
3836.26 × 63.5M24 × 2.0M12 × 1.75
4037.310 × 85.0M24 × 2M12 × 1.75
4239.310 × 85.0M24 × 2M12 × 1.75
4542.312 × 85.0M30 × 2M16 × 2.0
4882542845.312 × 85.0M30 × 2M16 × 2.0
5047.312 × 85.0M36 × 3M16 × 2.0
5552.314 × 95.5M36 × 3M20 × 2.5
5653.314 × 95.5M36 × 3M20 × 2.5
6056.516 × 106.0M42 × 3M20 × 2.5
6359.516 × 106.0M42 × 3M20 × 2.5
65105703561.516 × 106.0M42 × 3M20 × 2.5
7066.518 × 117.0M48 × 3M24 × 3.0
7167.518 × 117.0M48 × 3M24 × 3.0
7571.518 × 117.0M48 × 3M24 × 3.0
8075.520 × 127.5M56 × 4M30 × 3.5
85130904080.520 × 127.5M56 × 4M30 × 3.5
9085.522 × 149.0M64 × 4M30 × 3.5
9590.522 × 149.0M64 × 4M36 × 4.0
10094.025 × 149.0M72 × 4M36 × 4.0
11016512045104.025 × 149.0M80 × 4M42 × 4.5
120114.028 × 1610.0M90 × 4M42 × 4.5
125119.028 × 1610.0M90 × 4M48 × 5.0
130122.528 × 1610.0M100 × 4
14020015050132.532 × 1811.0M100 × 4
150142.532 × 1811.0M110 × 4
160151.036 × 2012.0M125 × 4
17024018060161.036 × 2012.0M125 × 4
180171.040 × 2213.0M140 × 6
190179.540 × 2213.0M140 × 6
20028021070189.540 × 2213.0M160 × 6
220209.545 × 2515.0M160 × 6

t0390

For further information see BS 4506.

5.4.12 Transmissible torque values

Shaft end diameter d1 (mm)Transmissible torque T (Nm)
(a)(b)(c)
60.3070.145
70.530.25
80.850.4
91.250.6
101.850.875
112.581.22
123.551.65
146.002.8
169.754.5
1814.56.7
1917.58.25
2021.29.75
2229.013.6
2440.018.5
2546.221.2
2869.031.5
3020687.540.0
32250109.050.0
35325150.069.0
38425200.092.5
40487236.0112
42560280132
45710355170
48850450212
50950515243
551280730345
561360775355
601650975462
6319001150545
6521201280600
7026501700800
7127801800825
75325021201000
80387026501250
85475033501550
90560041201900
95650048702300
100775058002720
1101030082503870
12013 70011 2005150
12515 00012 8006000
13017 00014 500
14021 20019 000
15025 80024 300
16031 50030 700
17037 50037 500
18045 000
19053 000
20061 500
22082 500
2401 06000
2501 18000
2601 36000
2801 70000
3002 06 000
3202 50000
3403 00000
3603 55 000
380425000
400487 000
4205 60000
4406 50000
450690000
4607 50 000
4808 50000
5009 50000
53011 50 000
56013 60 000
60016 50 000
6301900000

t0395_at0395_b

The values of transmissible torque have been calculated from the following formulae and rounded off to the values of the R80 (preferred numbers) series:

(a) Transmission of pure torque:

T=2.45166π×10-3×d13Nm.

si116_e


(b) Transmission of a known torque associated with a bending moment of a known magnitude:

T=58.8399×10-5×d13.5Nm.

si117_e


(c) Transmission of a known torque associated with an undetermined bending moment:

T=27.45862×10-5×d13.5Nm.

si118_e


These three formulae assume use of a steel with a tensile strength of 490 to 590 N/mm2. These values are intended to provide a rapid comparison between shafts of different sizes and not as fundamental design criteria. Steady torque conditions are assumed.

5.4.13 Straight-sided splines for cylindrical shafts, metric

Designation: nominal dimens

The profile of a splined shaft or hub is designated by stating, in the following order:

The number of splines N

The minor diameter d

The outside diameter D.

For example, shaft (or hub) 6 × 23 × 26.

f05-110-9780750665087
d(mm)Light seriesMedium series
DesignationND(mm)B(mm)DesignationND(mm)B(mm)
116 × 11 × 146143
136 × 13 × 166163.5
166 × 16 × 206204
186 × 18 × 226225
216 × 21 × 256255
236 × 23 × 2662666 × 23 × 286286
266 × 26 × 3063066 × 26 × 326326
286 × 28 × 3263276 × 28 × 346347
328 × 32 × 3683668 × 32 × 388386
368 × 36 × 4084078 × 36 × 428427
428 × 42 × 4684688 × 42 × 488488
468 × 46 × 5085098 × 46 × 548549
528 × 52 × 58858108 × 52 × 6086010
568 × 56 × 62862108 × 56 × 6586510
628 × 62 × 68868128 × 62 × 7287212
7210 × 72 × 7810781210 × 72 × 82108212
8210 × 82 × 8810881210 × 82 × 92109212
9210 × 92 × 9810981410 × 92 × 1021010214
10210 × 102 × 108101081610 × 102 × 1121011216
11210 × 112 × 120101201810 × 112 × 1251012518

t0400

Tolerances on holes and shafts

f05-111-9780750665087
Tolerances on holeTolerances on shaftMounting type
Not treated after broachingTreated after broaching
BDdBDdBDd
H9H10H7H11H10H7d10a11f7Sliding
f9a11g7Close sliding
h10a11h7Fixed

t0405

Tolerances on symmetry

Dimensions in mm

Spline widthB33.5 4 5 67 8 9 1012 14 16 18
Tolerance of symmetryt0.010 (IT7)0.012 (IT7)0.015 (IT7)0.018 (IT7)

t0410

The tolerance specified on B includes the index variation (and the symmetry variation).

Notes:

(a) With certain milling cutters, it is possible for special applications to produce splines without bottom tool clearance with a very reduced fillet radius between the spline side and the minor diameter d (e.g. milling cutters with fixed working positions).

(b) The dimensional tolerances on holes and shafts relate to entirely finished workpieces (shafts and hubs). Tooling should therefore be different for untreated workpieces, or workpieces treated before machining and for workpieces treated after machining.

(c) For further information on straight sided splines and gauges for checking such splines. See BS 5686: 1986.

Involute splines

These have a similar profile to spur gear teeth. They have a much greater root strength than straight sided splines and can be produced on gear cutting machines with standard gear tooth cutters. However, their geometry and checking is much more complex than for straight sided splines and is beyond the scope of this book. See BS 3550 (inch units) and BS 6186 (metric units).

5.5 Tapers

5.5.1 Self-holding Morse and metric 5% tapers

Dimensions

f05-112a-9780750665087f05-112b-9780750665087

f05-113a-9780750665087f05-113b-9780750665087

Numbers 0–6 Morse tapers and 5% metric tapers

Numbers 0–6 Morse tapers and 5% metric tapers

DesignationMetric tapersMorse tapersMetric tapers
46012345680100120160200
Taper ratio1:20 = 0,050.624 6:12 = 1:19.212 = 0.052 050.598 58:12 = 1:20.047 = 0.049 880.599 41:12 = 1:20.02 = 0.049 950.602 35:12 = 1:19.922 = 0.050 20.623 26:12 = 1:19.254 = 0.051 940.631 51:12 = 1:19.002 = 0.052 630,62565:12 = 1:19.18 = 0.052 141:20 = 0,05
External taperD469.04512.06517.7823.82531.26744.39963.34880100120160200
a2333.5556.56.58810121620
D1(1)4.16.29.212.21824.131.644.763.880.4100.5120.6160.8201
D21521264056
d(1)2.94.46.49.414.619.825.937.653.970.288.4106.6143179.4
d1(2)M6M10M12M16M20M24M30M36M36M48M48
d2(1)6.191419.125.236.552.46987105141177
d3max.68.713.518.524.535.7516785102138174
d4max.2.546914192535.7516785102138174
d86.410.513172126
d9812.515202631
d10max.8.513.217223011.5
l1max.23325053.56481102.5129.5182196232268340412
l2max.253553576986109136190204242280356432
l30
-0.156.5627594117.5149.5210220260300380460
l4max.59.565.58099124156218228270312396480
l70
-0.12029395181
l80
0.13443556999
l11455.58.21011.5
l122736476090
p3.34.256.88.510.2
bh133.95.26.37.911.915.9192632385062
c(3)6.58.510131619272428324048
emax.10.513.5162024294048586888108
imin.1624243240475970709292
Rmax.4567812182430364860
r11.21.622.534556810
tmax.234557910162430364860
Internal taperd5H1134.66.79.714.920.226.538.254.871.590108.5145.5182.5
d6min.711.5141823273339395252
d719.524.5324463
l5min.253452566784107135188202240276350424
l621294952627898125177186220254321388
l92231415383
l103241536797
l132736476090
gA132.23.23.95.26.37.911.915.9192632385062
h8121519222732384752607090110
p4.256.88.510.2
z(4)0.50.511111111.51.51.522

t0415

(1) For D1 and d or d2, approximate values are given for guidance. (The actual values result from the actual values of a and I1 or I3 respectively, taking into account the taper ratio and the basic size D.)

(2) d1 is the nominal thread diameter, either a metric thread M with standard pitch or, if expressly stated, a UNC thread (see table ‘Numbers 1–6 Morse tapers and Numbers 1–3 (Brown & Sharpe tapers’ for inch sizes). In every case, the appropriate symbol M or UNC shall be marked on the component.

(3) It is permissible to increase the length c over which the tenon is turned to diameter d3, but without exceeding e.

(4) z is the maximum permissible deviation, outwards only, of the position of the gauge plane related to the basic size D from the nominal position of coincidence with the leading face.

Numbers 1-6 Morse tapers and Nos 1-3 Brown & Sharpe tapers

DesignationBrown & Sharpe tapersMorse tapers
123123456
Taper ratio0.502:12 = 1:23,904 = 0.041 830.502:12 = 1:23,904 = 0.041 830.502:12 = 1:23,904 = 0.041 830.598 58:12 =1:20,047 =0.049 880.599 41:12 = 1:20,02 = 0.049 950.602 35:12 = 1:19,922 = 0.050 20.623 26:12 = 1:19,254 = 0.051 940.631 51:12 = 1:19,002 = 0.052 630.625 65:12 = 1:19,18 = 0.052 14
External taperD0.239 220.299 680.375 250.4750.70.9381.2311.7482.494
a3/323/323/321/83/163/161/41/41/16
D1(1)0.243 140.303 60.379 170.481 20.709 40.947 41.2441.761 22.510 3
D20.393 70.590 60.826 81.102 41.574 82.204 7
d(1)0.20.250.312 50.3690.5720.7781.021.4752.116
d1(2)UNC 1/4UNC 3/8UNC 1/2UNC 5/8UNC 5/8UNC 1
d2(1)0.189 540.236 930.296 810.353 40.553 30.752 90.990 81.438 82.063 9
d3max.11/647/329/3211/3217/3223/3231/321 13/322
d4max.11/647/329/3211/3217/3223/3231/321 13/322
d80.251 970.413 380.511 810.669 290.826 771.023 62
d90.314 960.492 120.590 550.787 41.023 621.220 47
d10max.0.334 640.519 680.689 290.866 141.181 11.417 32
l1max.15/161 3/161 1/22 1/82 9/163 3/164 1/165 3/167 1/4
l2max.1 1/321 9/321 19/322 1/42 3/43 3/84 5/165 7/167 9/16
l30
-0.0041 3/161 1/21 7/82 7/162 15/163 11/164 5/85 7/88 1/4
l4max.1 9/321 19/321 31/322 9/163 1/83 7/84 7/86 1/88 9/16
l70
-0.00419/3225/321 9/641 17/3223 3/16
l80
-0.0041 3/161 11/321 19/642 3/162 23/323 29/32
l110.157 480.196 850.216 530.322 830.393 70.452 75
l121.062 991.417 321.850 392.362 23.543 3
p1/811/6413/649/3221/6413/32
bh120.1250.156 20.187 50.203 10.250.312 50.468 70.6250.75
c(3)1/45/163/811/3213/3217/325/83/41 1/16
emax.0.3810.4550.5320.520.660.830.961.151.58
imin.1/23/40.944 881 1/41 1/41.850 4
Rmax.3/163/163/163/161/49/325/160.472 440.708 66
r1/321/323/643/641/165/643/321/85/32
tmax.1/81/81/83/163/161/41/45/163/8
Internal taperd5H110.2030.2550.3190.3780.5880.7971.0441.5022.157 48
d6min.9/327/169/1611/1611/161 1/8
d717/3249/6431/321 17/641 47/642 31/64
l5min.11 1/41 9/162 3/162 21/323 9/324 5/325 5/167 3/8
l629/321 1/81 13/322 1/162 1/23 1/163 7/84 15/167
l943/647/817/321 39/642 3/323 17/64
l101 1/161 17/641 39/642 3/322 41/643 13/16
l131.062 991.417 321.850 392.362 23.543 3
gH120.1410.1720.2030.2230.270.3330.4930.650.78
h13/329/1623/323/47/81 1/81 1/41 1/21 7/8
P1/811/6413/649/3221/6413/32
z(4)0.040.040.040.039 30.039 30.039 30.039 30.039 30.039 3

t0415a

(1) For D1 and d or d2, approximate values are given for guidance. (The actual values result from the actual values of a and I1 or I3 respectively, taking into account the taper ratio and the basic size D.)

(2) d1 is the nominal thread diameter: either a UNC thread or, if expressly stated, a metric thread M with standard pitch (see table ‘Numbers 1—6 Morse tapers and 5% metric tapers’ for metric sizes). In every case, the appropriate symbol UNC or M shall be marked on the component.

(3) It is permissible to increase the length c over which the tenon is turned to diameter d3, but without exceeding e.

(4) z is the maximum permissible deviation, outwards only, of the position of the gauge plane related to the basic size D from the nominal position of coincidence with the leading face.

5.5.2 Tapers for spindle noses

All dimensions are in mm.

f05-114a-9780750665087f05-114b-9780750665087

Designation and dimensions

Designation No.TaperRecess(2)TenonExternal centring
D1 (1)zd1 H12L min.d2 min.b1 (3)vc min.n max.O/2 min.K max.D2 h5m min.fg1 (4)a min.x
3031.750.417.4731715.90.068816.516.569.83212.554M10160.15
4044.450.425.31001715.90.06882319.588.8821666.7M12200.15
4557.150.432.412021190.069.59.53019.5101.61880M12200.15
5069.850.439.61402725.40.0812.512.53626.5128.5719101.6M16250.2
5588.90.450.41782725.40.0812.512.54826.5152.425120.6M20300.2
60107.950.460.22203525.40.0812.512.56145.5221.4438177.8M20300.2
65133.350.47526542320.11616755828038220M24360.25
70165.10.49231542320.12020906833550265M24450.25
75203.20.411440056400.125251088640050315M30560.32
802540.414050056400.131.531.513610650050400M30630.32

t0425

(1) D1: Basic diameter defining the gauge plane.

(2) Opening for traction bar.

(3) Assembly of the tenon in the slot: M6-h5 fit.

(4) Thread diameter g1: this is either a metric thread M with coarse pitch or, if expressly stated, a UN thread according to table ‘on thread specification’. In every case, the appropriate symbol M or UN shall be marked on the component.

Thread specification

Designation No.30404550556065707580
g1UN 0,375-16UN 0,500-13UN 0,500-13UN 0,625-11UN 0,750-10UN 0,750-10UN 1,000-8UN 1,000-8UN 1,250-7UN 1,250-7

t0430

Noses Nos 65–80

f05-115-9780750665087

Note:– For spindle nose No. 60, the tenons can be fixed by two screws, as for the spindle noses Nos 65–80

Noses Nos 65–80

f05-116-9780750665087

Complementary dimensions

Designation No.TenonSlotScrews ISO 4762Chamfer
b1h max.k max.d5d4ql7l8s max.e + 0.2g2l6l7u
30See Table 1(a)1616.56.410.471.625M69M6 × 162
401619.56.410.471.633M69M6 × 162
451919.58.413.491.640M812M8 × 202
502526.5131913249.5M1218M12 × 253
552526.5131913261.5M1218M12 × 253
602545.5131913284M1218M12 × 253
2545.51319132211.7273M121822M12 × 253
65325817251728152.590M162528M16 × 354
70406817251736162.5106M162536M16 × 454
75508621312142222.5130M203042M20 × 554
806310621312158242.5160M203058M20 × 654

t0435

5.5.3 Tapers for tool shanks

All dimensions are in mm.

f05-117-9780750665087

1) Optional groove. Without groove, cylindrical joining surface with diameter D3 = D1−0.5.

Designation No.TaperCylindrical tenonCollarThread
D1 (1)ZL h12l1d1 a10pd3yb H12t max.wd2d4 max.g (2)l2 min.l3 min.l4 0-0.5l5
3031.750.468.448.417.4316.51.616.116.20.121316M12243462.95.5
4044.450.493.465.425.35241.616.122.50.121721.5M16324385.28.2
4557.150.4106.882.832.46303.219.3290.122126M20405396.810
5069.850.4126.8101.839.68383.225.735.30.22632M244762115.311.5
5588.90.4164.8126.850.49483.225.7450.22636M244762153.311.5
60107.950.4206.8161.860.210583.225.7600.23244M305976192.814
65133.350.4246202751272432.4720.33852M36708923016
70165.10.4296252921490432.4860.33852M36708928016
75203.20.437030711416110540.51040.35068M489211535020
802540.446939414018136640.51320.35068M489211544920

t0440

(1) D1: Basic diameter defining the gauge plane.

(2) Thread diameter g: this is either a metric thread M with coarse pitch or, if expressly stated, a UN thread according to table on ‘thread specification’. In every case, the appropriate symbol M or UN shall be marked on the component.

Thread specification

Designation No.30404550556065707580
gUN 0,500-13UN 0,625-11UN 0,75-10UN 1,000-8UN 1,000-8UN 1,25-7UN 1,375-6UN 1,375-6UN 1,750-5UN 1,750-5

t0445

5.5.4 Tool shank collars

All dimensions are in mm.

f05-118-9780750665087

Designation and dimensions

Designation No.D1ia, b ± 0,1DD4b max.jb, c min.
3031.759.650369
4044.4511.6635011
4557.1515.2806813
5069.8597.57816
5588.917.2130110
60107.9519.2156136
65133.3522195By agreement between customer and supplier
70165.124230
75203.227280
8025434350

t0450

a The distance between the front face of the collar and the gauge plane having the basic diameter D1 (and not the great base plane of the taper).

b These values are only prescribed for those tools that are intended for attachment on the collar front face.

c Tool fixing area.

5.5.5 Bridgeport R8 taper

f05-119-9780750665087

The R8 taper was originally introduced by the Bridgeport Machine Tool Co., for their vertical spindle turret mills.

This taper is now widely adopted for the spindles of similar machines by other manufacturers and it is also used for the spindles of small, low-cost milling machines imported from the Far East.

5.6 Fluid power transmission systems

Mechanical power transmission systems depend on such devices as shafts, universal joints, gears, belts, chains, etc., to transmit energy and motion from one part of a system to another. As such they tend to be relatively inflexible. Fluid power systems, although less efficient in the use of energy, are extremely flexible and controllable. The following table compares electrical, hydraulic and pneumatic systems.

Comparisons of electrical, hydraulic and pneumatic systems

ElectricalHydraulicPneumatic
Energy sourceUsually from outside supplierElectric motor or diesel drivenElectric motor or diesel driven
Energy storageLimited (batteries)Limited (accumulator)Good (reservoir)
Distribution systemExcellent, with minimal lossLimited basically a local facilityGood Can be treated as a plant wide service
Energy costLowestMediumHighest
Rotary actuatorsAC and DC motors Good control on DC motorsAC motors cheapLow speed Good controlCan be stalledWide speed range Accurate speed control difficult
Linear actuatorShort motion via solenoid Otherwise via mechanical conversionCylinders Very high forceCylinders Medium force
Controllable forcePossible with solenoid and DC motors Complicated by need for coolingControllable high forceControllable medium force
Points to noteDanger from electric shockLeakage dangerous and unsightly Fire hazardNoise

t0455

Source: Table 1.1 in Hydraulics & Pneumatics, 2nd edn. Andrew Parr: B/Heinemann.

This section is concerned only with fluid power transmission, that is pneumatic (gases: usually air) and hydraulic (liquids: mainly oil or water). The main advantages and disadvantages of such systems arise out of the different characteristics of low density compressible gases and (relatively) high density incompressible liquids. A pneumatic system, for example, tends to have a ’softer’ action than a hydraulic system which is more positive. A pneumatic system also exhausts to the atmosphere and this simplifies the pipework since no return circuit is required. A liquid-based hydraulic system can operate at much higher pressures and can provide much higher forces. Hydraulic systems employ water as the operating fluid where large volumes are required as in operating the raising and lowering mechanism of Tower Bridge in London or in the lift bridges employed mainly on the canal systems and waterways of continental Europe. However for most industrial purposes the hydraulic fluid is oil which is self-lubricating and does not cause corrosion.

5.6.1 A typical pneumatic system

The following figure is a schematic diagram of a pneumatic system. Air is drawn from the atmosphere via an air filter and raised to the required pressure by an air compressor which is usually driven by an electric motor (portable compressors as used by the construction industry have the air compressor driven by a diesel engine). The compression process raises the temperature of the air. Air also contains a significant amount of water vapour. Before passing to the compressed air to the receiver (storage reservoir) the air must be cooled and this results in any water vapour present condensing out. This condensate should be removed before the air reaches the receiver. A pressure regulator switch turns the motor on when the pressure in the receiver falls and turns the motor off when the air reaches a predetermined pressure. The receiver is also fitted with a safety valve in case the pressure regulator switch fails. This safety valve must be capable of passing the full output of the compressor. The receiver is usually followed by a lubricator which allows an oil mist to enter the air stream and lubricates the control valve and actuator. In the simplest system the air passes to a control valve followed by the actuator: generally a piston and cylinder to provide linear motion.

f05-120-9780750665087
Pneumatic solution. Source: Figure 1.3 in Hydraulics & Pneumatics, 2nd edn. Andrew Parr: B/Heinemann.

Operating pressures in a pneumatic system are much lower than those used in hydraulic systems. A typical pneumatic system pressure being about 10 bar which will provide a force of 98.1 kNcm2cm of piston area. Therefore actuators in pneumatic systems need to be much larger than those used in hydraulic systems to move the same loads. The compressibility of air makes it necessary to store a large volume of air in a receiver to be drawn upon by the actuator as and when required. Without this reservoir of air there would be a slow and pulsating exponential rise in pressure with a corresponding slow and pulsating piston movement when the regulating valve is first opened. Most industrial installations require the compressed and conditioned air to be piped round the factory from the receiver to the various points where it will be required. Plug-in sockets are provided at each outlet point to receive the hose attached to the appliance (drill, rivet gun, nibbler, etc.). The socket is self sealing, so that there is no loss of air and pressure, when the hose is disconnected.

5.6.2 A typical hydraulic system

The following figure shows a typical hydraulic installation. This generally uses oil (water is only used for very large scale installations) as the activating fluid. Unlike the pneumatic system, discussed in Section 5.6.1, a hydraulic system must form a closed loop so that after passing through the actuator it returns to the oil storage tank for re-use. Further, hydraulic installations are usually single purpose, integrated installations that operate a single device, for example, the table traverse of a surface grinding machine or for powering a mobile crane. Hydraulic fluid is never piped around a whole factory to provide a ’supply on demand system’ like compressed air. Hydraulic systems work at much higher pressures, typically 150 bar compared to 10 bar for a pneumatic system, therefore the actuator (cylinder and piston or hydraulic motor) can be considerably smaller that its pneumatic counterpart for a given application. Further, since oil or water is virtually incompressible hydraulic systems are much more positive than pneumatic systems.

f05-121-9780750665087
Hydraulic solution Source: Figure 1.2 in Hydraulics & Pneumatics, 2nd edn. Andrew Parr: B/Heinemann.

Fluid (oil or water) is drawn from the storage tank via a filter to the motor driven pump. On a machine tool this is driven by an electric motor, whilst on a crane or other mobile device it is driven by a diesel engine. Unlike a compressor the pump runs all the time that the machine is in use. If the oil pressure builds up beyond a safe predetermined value a pressure regulating valve returns the surplus oil to the storage tank. If an oil cooler is not fitted in the system then the capacity of the storage tank must be such that the oil has time to cool down an does not drop in viscosity. The piston movement is controlled by a three position changeover valve as shown. Oil is admitted at a point A to raise the piston (and the load W). Any oil already in the cylinder can escape via B and return to the storage tank via the valve. Oil is admitted to point B to lower the load and any oil already in the cylinder is allowed to escape via point A and return to the cylinder. The speed of movement can be controlled by the volume flow rate; that is the amount the valve ports are opened by the operator. This ability to provide precise control at low speeds is one of the main advantages of hydraulic systems. In the centre position, the valve locks the fluid into the cylinder on each side of the piston so that it cannot move unless leakage occurs.

The regulator bypasses the excess oil still being pumped back to the storage tank. When oil is used as the actuating fluid the system is self-lubricating.

For large scale systems, particularly when using water to reduce costs, very large volumes of water are required at very high pressures for example when raising and lowering Tower Bridge in London. Since this operation is only required at relatively infrequent intervals it would be uneconomical to employ a pump big enough to drive the operating rams directly. The solution is to install a hydraulic accumulator as shown in following figure between the pump and the operating valve and rams. The hydraulic accumulator consists of a large cylinder and ram carrying a heavy mass to provide the required pressure. The size of the cylinder and ram depends on the volume of fluid required to operate the actuating rams of (in this example) the bridge. The pressure is controlled by the mass bearing down on the accumulator. A relatively small and economic pump providing the hydraulic fluid at the required pressure but at a low delivery volume rate is used to raise the accumulator when the system is not being used. The accumulator, alone, provides the pressure fluid on demand to actuate the operating rams.

f05-122-9780750665087

Water is forced by a pump past the valve A into the cylinder B. This raises the heavily loaded ram C. Meantime valve D is closed. The water cannot escape from B by the valve A, for the pressure upon the top closes it. So water under pressure is stored in the accumulator. When it is desired to work the press the valve D is opened and the water is forced from cylinder B into E. This raises the ram F, and compresses the bale of cotton, or whatever it may be, between the faces H and K.

Hydraulic press and accumulator.

5.6.3 Air compressor types

Piston compressors

These can deliver compressed air to suit the requirements of any system. They can also deliver air at higher pressures than vane and screw compressors. On the downside, they are noisier than vane and screw compressors and their output pulsates and requires to be fed into a receiver to smooth out the flow. Single cylinder compressors are the worst in this respect. Multistage piston compressors are more efficient due mainly to intercooling between the stages. They are capable of higher maximum pressures.

Diaphragm compressors

These are small scale inexpensive reciprocating type compressors of limited output capable of delivering oil-free air for very small systems. Since the air is free from oil they are widely used for small scale spray painting and air-brush applications. They are usually used for portable, stand-alone compressors, by contractors on site for powering such devices as staple guns.

Rotary vane compressors

These are quiet, inexpensive and deliver a steady stream of compressed air without pulsations associated with the piston and diaphragm types. Lubrication of the vane edges is required by a recirculating lubrication system, with the oil being purged from the air before delivery. Multistage vane compressors are available with intercooling between the stages where higher pressures and larger volumes of air are required. The principle operation is shown in following figure.

f05-123-9780750665087
The vane compressor. Source: Figure 5.27 (adapted) Hydraulics & Pneumatics, Andrew Parr: B/Heinemann.

Screw compressors

These are quiet, efficient but expensive and are usually chosen to supply large scale factory installations The principle of operation is shown in figure ‘the screw compressor’. It can be seen that a rotor with male lobes meshes with a smaller diameter rotor with female lobes. Oil not only lubricates the bearings but also seals the clearances between the rotors and cools the air before purged from the air at the point of discharge. The figure ‘compressor types: typical scope’ shows the scope of the main types of compressor described above.

f05-124-9780750665087
The screw compressor. Source: Figure 4.6 in Practical Pneumatics, Chris Stacey: Newnes.

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Compressor types – typical scope Source: Figure 4.2 in Practical Pneumatics, Chris Stacey: Newnes.

5.6.4 Hydraulic pumps

Gear pumps

These are the simplest and most robust positive displacement pump, having just two moving parts as shown in figure ‘gear pump’. Only one gear needs to be driven by the power source. The direction of rotation of the gears should be noted since they form a partial vacuum as they come out of mesh, drawing fluid into the inlet chamber. The oil is carried round between the gear teeth and the outer casing of the pump resulting in a continuous supply of oil into the delivery chamber. The pump displacement, the volume of fluid delivered, is determined by the volume of fluid between each pair of teeth and the speed of rotation. The pump delivers a fixed volume of fluid for each rotation and the outlet port pressure is determined by the ‘back-pressure’ opposing the flow in the rest of the system. This type of pump is used up to pressures of about 150 bar and about 6750 l/min. At 90% the volumetric efficiency is the lowest of the pump types to be described in the section. There are a number of variations on the gear pump available including the internal gear pump and the lobe pump. A lobe pump is shown in figure ‘the lobe pump’.

f05-126-9780750665087
Gear pump. Source: Figure 2.7 in Hydraulics & Pneumatics, Andrew Parr: B/Heinemann.
f05-127-9780750665087
The lobe pump. Source: Figure 2.8 in Hydraulics & Pneumatics, Andrew Parr: B/Heinemann.

Vane pumps

The relatively low volumetric efficiency of the gear type pump stems from clearances between the teeth, and between the gears and the outer casing. These sources of leakage are largely over come in vane type pumps by the use of spring loaded vanes as shown in figure ‘unbalanced vane pump’. Vane type hydraulic pumps are similar in principle to the vane type compressor described in Section 5.6.3 except that when delivering oil they are self-lubricating. An alternative design is shown in figure ‘balanced vane pump’.

f05-128-9780750665087
Vane pumps. Source: Figure 2.10 in Hydraulics & Pneumatics, Andrew Parr: B/Heinemann.

Piston pumps

Reciprocating force pumps are only used on very large scale applications in conjunction with an accumulator to smooth out the pulsations. Nowadays, for most applications requiring multiple piston pumps, the pistons and cylinders are arranged radially as shown in figure ‘radial piston pump’. The pump consists of several hollow pistons inside a stationary cylinder block. Each piston has spring loaded inlet and outlet valves. As the cam rotates, fluid is transferred relatively smoothly from the inlet port to the outlet port. The pump shown in figure ‘piston pump with stationary can and rotating block’ is similar in principle but uses a stationary cam and a rotating cylinder block. This arrangement removes the need for multiple inlet and outlet valves and is consequently more simple, reliable and cheaper to manufacture and maintain, hence this is the more commonly used type.

f05-129-9780750665087
Radial piston pump

f05-130-9780750665087
Piston pump with stationary cam and rotating block. Source: Figures 2.12 and 2.13 in Hydraulics & Pneumatics, Andrew Parr: B/Heinemann.

Axial (swash plate) pumps

This is also a multiple piston pump. The pistons are arranged in a rotating cylinder block so that they are parallel to the axis of the drive shaft as shown in following figure. The piston stroke is controlled by an angled swash plate as shown. Each piston is kept in contact with the swash plate by spring pressure or by a rotating shoe plate linked to the swash plate. Pump capacity is controlled by altering the angle of the swash plate. The larger the angle the greater the rate of flow for a given speed of rotation. The maximum swash plate angle is limited by the maximum designed piston stroke length. Zero flow rate is achieved when the swash plate is perpendicular to the drive shaft. Reversing the swash plate angle reverses the direction of fluid flow through the pump.

f05-131-9780750665087
Axial pump with swash plate. Source: Figure 2.14 in Hydraulics & Pneumatics, Andrew Parr: B/Heinemann.

All types of piston pumps have very high volumetric efficiency and can be used at the highest hydraulic pressures. They are more complex than vane and gear pumps and are, therefore more expensive in first cost and to maintain. The following table compares the advantages and limitations of various types of hydraulic pumps.

Comparison of hydraulic pump types

TypeMaximum pressure (bar)Maximum flow (l/min)Variable displacementPositive displacement
Centrifugal203000NoNo
Gear175300NoYes
Vane175500YesYes
Axial piston (port-plate)300500YesYes
Axial piston (valved)700650YesYes
In-line piston1000100YesYes

t0460

Source: Table 2.1 in Hydraulics & Pneumatics, Andrew Parr: B/Heinemann.

Specialist pumps are available for pressures up to about 7000 bar at low flows. The delivery from centrifugal and gear pumps can be made variable by changing the speed of the pump motor with a variable frequency (VF) drive.

5.6.5 Actuators (linear)

Both pneumatic and hydraulic systems use linear actuators where motion is required in a straight line as in clamping and operating machine tool work tables. Such devices have a piston and cylinder where short strokes are required. They are essentially the same design for both pneumatic and hydraulic applications except that hydraulic actuators are more heavily constructed to withstand the higher pressures and forces associated with hydraulic systems. They may be single acting as shown in figure ’single-acting cylinder’, double acting as shown in figure ‘double-acting cylinders’ or with adjustable cushioning as shown in figure ‘adjustable cushioning’. Hydraulic devices often require long-stroke actuators. These are called rams and a typical configuration is shown in figure ‘long-stroke hydraulic ram and cylinder’. It is single acting and relies on the back-force of the load being moved for the return stroke. The range of such devices is too great to list in this book and the reader is referred to Appendix 3 for the details of suppliers who can provide comprehensive catalogues. Wherever possible pneumatic and hydraulic clamping devises should be designed so that the clamping force is not reduced or removed (unlocked) in the event of a system failure.

f05-132-9780750665087
Single-acting cylinder.

f05-133-9780750665087
Double-acting cylinders.
f05-134-9780750665087
Adjustable cushioning.

f05-135-9780750665087
Long-stroke hydraulic ram & cylinder. Pneumatic & Hydraulic Linear actuators.

5.6.6 Actuators (rotary)

These are similar in construction to the compressors and pumps described earlier. The direction of rotation depends on the direction of the fluid flow.

Pneumatic

For general applications these can be the radial piston and cylinder type as shown in figure ‘the piston motor’ where high power at moderate speeds is required. They are bulky, costly and noisy and require a silencer fitted to the exhaust system. A cheaper and lighter solution where lower power and higher speeds are required is the vane motor as shown in figure ‘the vane motor’. For applications, such as small portable drills, die-grinders and dental type drills for fine instrument work air turbines are available.

f05-136-9780750665087

f05-137-9780750665087
Pneumatic rotary actuators. Source: Figures 9.5, 9.6 in Practical & Pneumatics, Chris Stacey: Newnes.

Hydraulic

Gear motors and vane motors are the most widely used. These are similar to the gear and vane type pumps described earlier. The direction of rotation depends on the direction of fluid flow.

5.6.7 Hybrid actuator systems

Hybrid drives are also available where the rotary motion of a pneumatic or hydraulic motor drives a rack and pinion mechanism provide linear motion. Where extremely long linear travels are required, a chain wheel can be substituted for the gear and roller chain can be substituted for the rack. Alternatively the pneumatic or hydraulic motor can be used to drive a lead screw and nut. This latter solution has the advantage that over-run is impossible if the motor fails and it is therefore fail-safe.

5.6.8 Symbols for fluid power systems

The following design data is provided by courtesy of the British Fluid Power Association. Some of the more widely used symbols for fluid power systems are shown in the following figure. For the full range of graphic symbols the reader is referred to ISO 1219-1 as amended in 1991. For the rules relating to circuit layout see ISO 1219-2. For port identification and operator marking see ISO 9461 (hydraulic) or CETOP RP68P (pneumatic) or ISO 5599 (pneumatic).

Hydraulic and pneumatic symbols.

SymbolDescription
u05-02-9780750665087Source of energy – Hydraulic
u05-03-9780750665087Source of energy – Pneumatic
u05-04-9780750665087Hydraulic pump Fixed displacement One flow directions
u05-05-9780750665087Hydraulic pump Variable displacement One flow directions
u05-06-9780750665087Hydraulic motor Fixed displacement One flow directions
u05-07-9780750665087Hydraulic motor Variable displacement Two flow directions of rotation
u05-08-9780750665087Air compressor
u05-09-9780750665087Pneumatic motor Fixed displacement One flow directions
u05-10-9780750665087Accumulator – Gas losded
u05-11-9780750665087Air receiver
u05-22-9780750665087Directional control 2/2 valve
u05-23-9780750665087Directional control 3/2 valve
u05-24-9780750665087Directional control 4/2 valve
u05-25-9780750665087Directional control 4/3 valve
u05-26-9780750665087Directional control 5/2 valve
u05-27-9780750665087Directional control 3/3 valve – Closed centre – Spring-centred, pilot operated
u05-28-9780750665087Pressure relief valve – Single stage – Adjustable pressure
u05-29-9780750665087Pressure reducing Valve – With relief – Pneumatic
u05-30-9780750665087Non-return valve
u05-31-9780750665087One-way restrictor or flow control valve
u05-12-9780750665087Hydraulic cvlinder – Double-acting
u05-13-9780750665087Pneumatic cylinder – Double-acting
u05-14-9780750665087Cylinder –Double-acting –Double-ended Piston rod Hydraulic
u05-15-9780750665087Pneumatic cylinder – Single-acting – Spring return
u05-16-9780750665087Cylinder – Double-acting – Adjustable cushions both ends Pneumatic
u05-17-9780750665087Pressure intensifier – Single fluid – Hydraulic
u05-18-9780750665087Semi-rotary actuator – Double-acting – Hydraulic
u05-19-9780750665087Semi-rotary actuator – Single-acting – Spring return –Pneumatic
u05-20-9780750665087Telescopic cylinder – Double-acting Hydraulic
u05-21-9780750665087Electric motor (from IEC 617)
u05-32-9780750665087Valve control mechanism – By pressure
u05-33-9780750665087Valve control Mechanism – By push button
u05-34-9780750665087–By roller
u05-35-9780750665087–By solenoid – Direct
u05-36-9780750665087– By solenoid – With pressure pilot – Pneumatic
u05-37-9780750665087Ouick-release coupling – With non-return valves – Connected
u05-38-9780750665087Flexible line – House
u05-39-9780750665087Filter
u05-40-9780750665087Cooler – With coolant flow line indication
u05-41-9780750665087Air dryer

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5.6.9 Fluid power transmission design data (general formulae)

Hydraulic

(a) Pumps and motors

Flow rate (l/min)Q=D.n1000Shaft torque (Nm)P=Q.p600Shaft power (kW)P=T.n9554Hydraulic power (kW)P=Q.p600For a quick calculationpower(kW)P=tonnes×mm/sec100

si119_e

(b) Cylinders

Pressure(N/m2)p=FAFlow rate (l/min)Q=60.A.v.103

si120_e

F = force (N)

A = area (m2)

v = velocity (m/s)

p = pressure (bar)

D = displacement (cm3/rev)

n = rev/min

(c) Flow

Flow (l/min)QαΔp

si121_e

Δ = pressure change (bar)

That is, if you double the flow you get 4 times the pressure change

Pressure loss in pipes
Flow in l/minTube bore size (mm)
5710131621253036
10.690.22
21.380.44
32.070.660.17
54.141.240.24
7.56.551.720.31
103.100.380.14
155.380.690.210.08
201.100.300.14
302.210.690.250.04
401.170.450.080.04
500.590.120.070.03
751.310.230.140.060.02
1000.410.220.130.03
1500.450.230.06
2000.410.10
2500.16

t0470

This chart gives the approximate pressure drop in smooth bore straight pipes, in bar per 3 m length. Bends and fittings will increase the above pressure losses and manufacturers should be consulted for more accurate figures.

Pneumatic

(a) Flow through pipes

Δp=1.6×108×(Q×103)1.85×L×103d5×p

si122_e

Where:

Δp = pressure drop(bar)

Q = free air flow (m3/s)= l/s ×  10−3

L = pipe length (m)

d = internal diameter of pipe

(b) Velocity through pipes

v=1273Q(p+1)d2

si123_e

where:

v = flow velocity (m/s)

p = initial pressure (bar)

d = inside pipe diameter (mm)

If the free air flow is known, the minimum inside diameter to keep velocity below 6 m/s, can be found fromml:

d(mm)=212×Q(p+1)

si124_e

For normal installations, where the pressure is about seven bar gauge, this can be simplified to:

d (mm) should be greater than 5×Qsi125_e

Source: Pages 14 & 15 BFPA Data books.

5.6.10 Fluid power transmission design data (hydraulic cylinders)

Output force and maximum rod lengths

Example: Knowing the output force required (200 kN) and the pressure of the system (160 bar), connect Output force through pressure to cut cylinder diameter.

Answer: 125 mm.

To find the maximum length of a piston rod. Connect output force required (200 kN) through rod diameter (70 mm) to cut the maximum rod length scale; this gives you the (Lm) dimensions.

Answer: 2800 mm.

To find the actual length stroke (LA) for a specific mounting use formulae below.

Maximum stroke lengths for specific mounting cases

Foot mounted, eye rod endLA = Lm × 0.8
Foot mounted, rigidly supported rodLA = Lm
Front flange, eye rod endLA = Lm × 0.8
Front flange, rigidly supported rodLA = Lm
Rear flange, eye rod endLA = Lm × 0.4
Real flange, rigidly supported rodLA = Lm × 0.8
Rear eye, eye rod endLA = Lm × 0.3
Trunnion head end, eye rod endLA = Lm × 0.3
Trunnion gland end, eye rod endLA = Lm × 0.6
Trunnion gland end, rigidly supported endLA = Lm × 0.8

For intermediate trunnion positions scaled multiplier factors must be taken. Clevis and spherical eye mountings have the same factor as eye mountings.

Example: Having found Lm (2800 mm) for rear flange mount with eye rod end LA = Lm × 0.4 = 2800 × 0.4 = 1120 mm.

f05-138-9780750665087

Source: Page 16 BFPA data book.

5.6.11 Fluid power transmission design data (hydraulic pipes and hoses)

f05-139-9780750665087

Nomogram for determining pipe sizes in relation to flow rates and recommended velocity ranges.

Based on the formula:

Velocity of fluid in pipe(m/s)=Flow rate (I/min)×21.22d2

si126_e

where d = bore of pipe (mm)

Recommended velocity ranges based on oils having a maximum viscosity grade of 70cSt at 40°C and operating between 18°C and 70°C.

Note: For pipe runs greater than 10 m pipe size should be increased correspondingly. Intake line should never exceed 1 m long.

For further information, see:

BFPA/P7Guidelines to the selection and application of tube couplings for use in fluid power systems.
BFPA/P47Guidelines for the use of fluid power hose assemblies.

Source: Page 17 BFPA design data book.

5.6.12 Fluid power transmission design data (hydraulic fluids, seals and contamination control)

Fluids

ISO Classification of Hydraulic Fluids – BS ISO 6743-4

HHNon inhibited refined mineral oils
HLRefined mineral oils with improved anti-rust and anti-oxidation properties
HMOils of HL type with improved anti-wear properties
HVOils of HM type with improved viscosity/temperature properties
HFAEOil in water emulsions
HFASChemical solutions in water
HFBWater-in-oil emulsions
HFCWater polymer solutions
HFDRSynthetic fluids of the phosphate ester type
Ecologically acceptable hydraulic fluids
HETGTryglycerides
HEPGPolyglycols
HEESSynthetic Esters
HEPRPolyalphaclefins
Viscosity Classification of Hydraulic Fluids – ISO 3448 (BS 4231)

Each viscosity grade is designated by the nearest whole number to its mid-point kinematic viscosity in centistokes at 40°C. It is abbreviated ISOVG … Common viscosity grades of hydraulic fluids are VG5, 10, 22, 32, 46, 68, 100, 150, 220 and 320.

Thus HM32 is a mineral oil with improved anti-rust, anti-oxidation and anti-wear properties having a viscosity of approximately 32 centistokes at 40°C.

For further details of specific fluids see BFPA/P12, Mineral oil data sheets and BFPA/P13, Fire resistant fluids data sheets, BFPA/P67 Ecologically acceptable hydraulic fluids data sheets.

Seals

Seal materialRecommended for
Acrylonitrile butadiene(NBR)air, oil, water, water/glycol
Polyacrylate rubber(ACM)air, oil
Polyurethane(AU, EU)air, oil
Fluorocarbon rubber(FKM)air, oil water, water/glycol, chlorinated hydrocarbons, triaryl phosphates
Silicone(VOM)air, oil, chlorinated hydrocarbons
Styrene Butadiene(SBR)air, water, water/glycol
Ethylene propylene diene(EPDM)air, water, water/glycol, phosphate ester
Polytetrafluorethylene(PTFE)air, oil, water, water/glycol, phosphate ester

For full details of seal compatibilities, see ISO 6072: Hydraulic fluid power, compatibility between elastomeric materials and fluids or BS 7714: Guide for care and handling of seals for fluid power applications. For recommendation of O-ring seal standards, see BFPA/P22 ‘Industrial O–ring Standards – Metric vs Inch.'

Source: Pages 18–20 inclusive, BFPA data book.

Fluid cleanliness

The presence of particulate contamination ('dirt') is the single most important factor governing the life and reliability of fluid power systems. Operating with clean fluids is essential. Advice on contamination control can be gained from guide line document BFPA/P5.

Contamination control

Specification of Degree of Filtration – ISO 4572 (BS 6275/1)

The multipass test, ISO 4572 (BS 6275/1), was introduced to overcome the difficulties in comparing the performance of filters. The element is subjected to a constant circulation of oil during which time fresh contaminant (ISO Test Dust) is injected into the test rig. The contaminant that is not removed by the element under test is recirculated thereby simulating service conditions.

The filtration ratio β of the filter is obtained by the analysis of fluid samples extracted from upstream and downstream of the test filter, thus

βx=number of particles larger than upstream of the filternumber of particles larger than x downstream of the filter

si127_e

The rating of a filter element is stated as the micrometer size where βx is a high value (e.g. 100 or 200)

Fluid cleanliness standards

The preferred method of quoting the number of solid contaminant particles in a sample is the use of BS ISO 4406.

The code is constructed from the combination of two range numbers selected from the following table. The first range number represents the number of particles in a millilitre sample of the fluid that are larger than 5 μm, and the second number represents the number of particles that are larger than 15 μm.

Number of particles per millilitreScale number
More thanup to and including
100002000021
5 00010 00020
2 500500019
1 300250018
640130017
32064016
16032015
8016014
408013
204012
2.559
1.32.58
0.641.37

t0500

For example code 18/13 indicates that there are between 1300 and 2500 particles larger than 5 µm and between 40 and 80 particles larger than 15 µm.

For further details and comparisons of ISO 4406 with other cleanliness classes, see BFPA/P5 – Guidelines to contamination control in fluid power systems.

Flushing

Formula for flow required to adequately flush an hydraulic systemml:

Q>0.189vd(I/min)

si128_e

where:

Q = flow (l/min)

v = kinematic viscosity (cSt)

d = pipe bore (mm)

For further information on flushing see BFPA/P9 – Guidelines to the flushing of hydraulic systems.

Cleanliness of components

Three methods exist for measuring the cleanliness of components: test rig, flush test, strip and wash. The level of cleanliness required must be agreed between the supplier and customer but the methods are fully described in BFPA/P48 – Guidelines to the cleanliness of hydraulic fluid power components.

5.6.13 Fluid power transmission design data (hydraulic accumulators)

Storage applications

Storage applicationsFormula to estimate accumulator volume for storage applications
Slow chargeV1=Va×p2p11p2p3si129_e
Slow charge
Fast chargeV1=Va×(p2p1)11.41(p2p3)11.4si130_e
Fast discharge
Slow chargeV1=Va×p3p1(p3p2)11.41si131_e
Fast discharge
f05-140-9780750665087
The precharge pressure is chosen to 90% of the min. working pressure. n varies between 1 and 1.4 depending on whether the charge is slow (isothermal) or fast (adiabatic).

t0505

Pump pulsation

Pump pulsation and Formula to size accumulator to reduce pump pulsations.

(a) Minimum effective volume (l) V1=kQnsi132_e
Note: It is good engineering practice to select an accumulator with port connection equal to the pump port connection.

(b) To check the level of pulsation obtained.
Volume of fluid entering accumulator = D · C
For pulsation damping precharge pressure P1 = 0.7 · P2 and assuming change from P1 to P2 is isothermal, then V2 = 0.7 · V1

V3=V2(DC)P3=P3(V2V3)1.4

si133_e


Hence: Percentage pulsation above and below mean is (P2P3P2)100si134_e

V1 = effective gas volumeVa = V3V2 = working volume (fluid)
V2 = min. gas volumek = a constant*
V3 = max. gas volumeQ = pump flow (l/min)
p1 = pre charge pressuren = pump speed (rpm) if n > 100 use 100
p2 = min. working pressureD = pump displacement (l/rev)
p3 = max. working pressureC = a constant*

Source: Page 21 BFPA data book.

* Dependent on no. of pistons. For multi-piston pumps > 3 pistons. k = 0.45 and C= 0.013.

5.6.14 Fluid power transmission design data (hydraulic cooling and heating)

Cooling

The tank cools the oil through radiation and convection.

P=ΔT1Ak1000

si135_e

where:

k = 12 at normally ventilated space

24 W/m2 °C at forced ventilation

6 at poor air circulation

Required volume of water flow through the cooler:

Q=860×power lossΔTwater1/h

si136_e

Heating

Heating is most necessary if the environmental temperature is essentially below 0°C.

Requisite heating effect:

P=VΔT235Δtin kW

si137_e

Energy

J=MCΔT

si138_e

where:

M = Mass (kg)

C = Specific heat capacity J/kg°C

ΔT1 = temperature difference (°C) fluid/air

ΔT2 = increase in fluid temperature (°C)

Δt = time (min)

Note: 1 MJ = 0.2777 kW/h.

Heat equivalent of hydraulic power

kJ/s=flow (I/min)×pressure(bar)600=kW

si139_e

Change of volume at variation of temperature

Change or volume ΔV = 6.3 × 10−4 · V · ΔT

Change of pressure at variation of temperature

Note: With an infinite stiff cylinder.

Change of pressure Δp = 11.8 · ΔT (in general, affected by many variables)

Example: The temperature variation of the cylinder oil from nighttime (10°C) to daytime/solar radiation (50°C) gives:

ΔP=11.8×40=472bar

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Key

ΔT = temperature change (°C)

P = power (kW)

k = heating coefficient (W/m2 °C)

A = area of tank excluding base (m2)

Δt = time change (min)

Δp = change in pressure (bar)

C = specific heat capacity (J/kg°C)

V = volume (l)

Source: Page 22 BFPA data book.

5.6.15 Fluid power transmission design data (pneumatic valve flow)

Valve flow performance is usually indicated by a flow factor of some kind, such as 'C’, ‘b’, ‘Cv’, ‘Kv’, and others.

The most accurate way of determining the performance of a pneumatic valve is through its values of ‘C’ (conductance) and 'b' (critical pressure ratio).

These figures are determined by testing the valve to the CETOP RP50P recommendations.

The tests will result typically in a set of curves as shown below.

From these the critical pressure ratio 'b' can be found. 'b' represents the ratio of P2 to P1 at which the flow velocity goes sonic (the limiting speed of air). Also the conductance 'C' which represents the flow ‘dm3/s/bar absolute’ at this point.

If a set of curves are not available the value of flow for other pressure drops can be calculated fromml:

Q=CP11[P2P1b1b]2

si141_e

where:

P1 = upstream pressure bar

C = conductance dm3/s/bar a

Q = flow dm3/s

P2 = downstream pressure bar

b = critical pressure ratio

ISO 6538/CETOP RP50P method

f05-141-9780750665087

Source: Page 23 (part) BFPA data book.

5.6.16 Fluid power transmission design data (pneumatic cylinders)

Some factors to consider when selecting and using pneumatic linear actuators, air cylinders

Mode of action

Three basic types

 Single-acting, spring return: Movement and force by air pressure in one direction, return movement by internal spring force, usually sprung to outstroke position but occasionally the reverse is available.

 Double-acting: Air pressure required to produce force and movement in both directions of travel.

 Double-acting, through rod: Double-ended piston rod which acts as a normal double-acting cylinder, but mechanical connections can be made to both ends of through rod.

Source: Page 23 (part) BFPA data book.

Rodless cylinders

Where space is at a premium and there are potential loading and alignment problems, a variety of rodless cylinder designs are available. The range of available bore sizes is limited (e.g. 16–100 mm).

Quality classes

Basically three qualities of unit available

 Light duty and compact cylinders: Limited range of bore sizes, up to 100 mm. Not cushioned at stroke ends, or cushion pads only. Check manufacturers data sheets for serviceability and susceptibility to corrosion.

 Medium duty/standard: For normal factory environments. Some degree of corrosion resistance. Serviceable. Cushioned at both ends. Usually double-acting. Bore size range, 32 mm and greater.

 Heavy duty: Rugged construction. Serviceable. Non-corrodible materials. superior cushioning, thicker piston rods and heavy duty mountings. Bore size range 32 mm and greater.

For interchangeability and standard mounting dimensions, see ISO 6432, 8–25 mm bore, ISO 6431, 32–320 bore: standard duty, double-acting, metric dimensions.

Standard bore sizes

 Double-acting: 8, 10, 12, 16, 20, 25, 32, 40 50, 63, 80, 100, 125, 160, 200, 250 and 320 mm.

Standard, stocked strokes

 Double-acting: 25, 50, 80, 100, 125, 160, 200, 250 and 320 mm.

Cylinder thrust

To calculate the theoretical thrust of a double-acting cylinder, use the formula:

 

Thrust =(πD2×P4)Newton

si142_e



where D = diameter of piston (mm), P = Gauge pressure (bar).
Pull will be less, due to area of piston rod.

 

Pull=[π(D2d2)×P4]Newton

si143_e



where d = diameter of piston rod (mm).

For static loading, that is, where full thrust is only required when the cylinder comes to rest (e.g. clamping), use the above calculation.

For dynamic loading, that is, where thrust is required throughout the piston travel, allowance has to be made for the exhaust back-pressure, friction, changes in driving pressure, etc., add 30% to the thrust figure required, for normal speeds. For higher speeds add as much as 100%.

Cylinder speeds

With normal loading, valving and pressure: 5–7 bar, the important factor is the relationship between the bore area of the cylinder and the actual bore area of the cylinder inlet ports. Conventionally this is in the order of 100:1 and would result in speeds of 0.3–0.5 m/s. For normal speeds, use a directional control valve and piping of the same size as the cylinder ports. For higher speeds use a cylinder of larger bore size than necessary plus larger valve and pipework but be careful of cushioning problems.

Stroke lengths

For static loading use any convenient standard, stocked stroke length as cushioning is not important. For dynamic loading, order the correct required stroke length as the use of external stops affects cushioning potential.

With long stroke lengths, that is, more than 15 × bore diameter, care must be taken to avoid side-loading on bearing, etc., use pivot type mountings. Check diameter of piston rod to avoid buckling under load. If necessary use a larger bore size cylinder than normal as this will probably have a longer bearing and a thicker piston rod.

5.6.17 Fluid power transmission design data (seals, filtration and lubrication)

Seals

Some miniature pneumatic components and heavy duty valves employ metal to metal sealing. Most equipment uses flexible seals manufactured from synthetic rubber materials. These are suitable for ambient temperatures up to 80°C. Fluorocarbon rubber os silicon rubber (Viton) seals are used for temperatures up to 150°C.

Synthetic seals are resistant to mineral-based hydraulic oils but specific types of oil must be checked with the equipment manufacturer to avoid problems arising from additives (see Section 5.6.12).

Good wear resistance ensures a reasonable performance, even with a relatively wet and dirty air supply. However, to ensure safe operation, with a satisfactory service life, system filtration and some form of lubrication is necessary.

Filtration

Good filtration starts at the compressor with correct siting of the air intake and an intake filter. Error sat this stage cause problems throughout the subsequent installation. After coolers and dryers ensure that the supply enters the ring main in good condition, but condensation and dirt can be picked up on the way to the point of use. Individual filters are necessary at each major application point.

For general industrial purposes, filters with a 40 µm element are satisfactory. For instrument pneumatics, air gauging, spraying, etc., a filter of 5 µm or better is required. High quality filters are often called coalescers. Filters are available with manual, automatic or semi-automatic drain assemblies.

To alleviate the problem of dirt entering open exhaust ports use an exhaust port silencer which also avoids noise problems. Simple exhaust port filters are also available, which offer a reasonable level of silencing, with little flow resistance.

Lubrication/modern equipment is often designed to run without lubrication

However, most industrial air supplies contain a little moisture. All pneumatic components are greased on assembly, unless specifically requested otherwise. This provides significant lubrication and ensures that the equipment performs satisfactorily for several million cycles, particularly if used frequently.

An airline lubricator is included in many industrial applications.

Conditioning units

It is estimated that 90% of failures in pneumatic systems are due to poor quality of the air supply. Contamination is drawn in at the compressor from the atmosphere. The level of contamination is effectively concentrated by the compression. Any contamination will attack the system components.

Modern pneumatic systems will include some form of air conditioning unit comprising a dryer to remove moisture, a filter to remove contamination and perhaps a form of lubrication.

Every application requires careful consideration on the type of conditioning to specify to meet the required operating condition.

Source: Page 26 BFPA data book.

5.6.18 Fluid power transmission design data (air compressors)

As most industrial factory and machine-shop type pneumatic equipment operates at about 6 bar, it is usual to select a compressor installation delivering 7 bar in to the mains, to allow for pipe losses.

Types of compressor

 Displacement compressors: Air is compressed by contracting the space containing air taken in at atmospheric pressure (e.g. reciprocating compressors – piston or diaphragm type; rotary compressors – sliding vane, gear, screw). Roots blower.

 Dynamic compressors: Compression is achieved by converting the air inlet rate into a pressure (e.g. centrifugal compressors – radial impeller, blade type, axial compressors).

Overlap occurs between the various types in terms of capacity and pressure range but some generalisation can be made. Use reciprocating compressors if very high pressures, up to 1000 bar are required. Rotary vane types are used for medium pressures, up to 7 bar and low capacity. Blowers are used for large volumes of low pressure air, up to 1 bar.

Sizes

For industrial applications compressors can be classified:

Small – up to 40 l/s

Medium – 40 to 300 l/s

Large – above 300 l/s

Installation

Three types of installation dependant on application:

 Portable: Paint spraying, tyre inflation, etc.

 Mobile: Road/rock drills, rammers, emergency stand-by sets, etc.

 Fixed: Machines, factory, workshop, etc.

Prime movers

Selection of correct drive unit is essential to obtain efficient and economical supply. Three basic types – Electric motors are used for compactness and ease of control; IC engine (diesel, petrol, gas) for mobile units, emergency stand-by sets or where an electrical supply is not available; Turbine (gas, steam) can be incorporated into the total energy system of a plant using existing steam or gas supplies.

Selection factors

 Delivery pressure: Must be high enough for all existing and potential future requirements. If there is a special requirement for a large volume of either high or low air pressure, it may be better to install a separate unit for that purpose.

 Capacity: Calculate not only the average air consumption but also maximum instantaneous demands, for example, large bore cylinders and air motors, operating at high speeds. Determine use factors. Frequently users add to existing airlines indiscriminately and run out of air.

 Intake siting: Intake air should be as clean and as cold as possible for maximum efficiency.

 Intake filter: High capacity to remove abrasive materials which could lead to rapid wear.

 Air quality: Study air quality requirements throughout the system or plant. The correct combinations of separators, aftercoolers, outlet filters and dryers should be determined. The problem of water removal should not be left to the airline filters associated with individual plant and systems.

 Stand-by capacity: What would happen in an emergency or when an individual compressor requires servicing.

 Air receiver: The system must have adequate storage requirements, not only to meet demand, but also to ensure efficient running of the prime mover.

 Air main capacity: A large bore ring main acts as a useful receiver, reduces pressure drops and operating costs. The cost of larger size of pipework is only a small proportion of the installation costs.

Source: Page 26 BFPA data book.

5.6.19 Fluid power transmission design data (tables and conversion factors in pneumatics)

The tables on this and the subsequent pages can be used to answer frequently asked questions in pneumatics concerning air quality, cylinder forces loading and bending, air consumption plus valve flow and lubrication.

Air quality

ISO 8573-1 specifies quality classes for compressed air. A class number is made up from the individual maximum allowable contents of solid particles, water and oil in air, and can be used to specify air quality for use with valves and other pneumatic applications.

ClassSolidsWaterOil
Particle size max. (μm)/Concentration max. (mg/m3)Max. pressure dew point (°C)Concentration (mg/m3)
10.10.1−700.01
211−400.1
355−201
4158+35
54010+725
6+10

t0515

For general applications where ambient temperature is between +5°C and +35°C, air quality to ISO8573-1 class 5.6.4 is normally sufficient. This is 40 µm filtration, +10°C maximum pressure dew point and 5 mg/m3 maximum oil content. Pressure dew point is the temperature to which compressed air must be cooled before water vapour in the air starts to condense into water particles.

Air consumption

For cylinders with the bore and rod sizes shown, the values of consumption are for an inlet pressure of 6 bar and only 1 mm of stroke. To find the consumption for a single stroke or one complete cycle take the value from the appropriate column and multiply by the cylinder stroke length in mm. To adjust the value for a different inlet pressure divide by 7 and multiply by the required (absolute) pressure (e.g. gauge pressure in bar +1).

Cylinder forces

The theoretical thrust and pull is related to the effective piston area and the pressure. The tables show the theoretical forces in Newton for single and double-acting cylinders at

Table of air consumption.

Bore (mm)Rod (mm)Push stroke consumption (dm3/mm of stroke at 6 bar)Pull stroke consumption (dm3/mm of stroke at 6 bar)Combined consumption (dm3/mm of stroke/cycle)
1040.000540.000460.00100
1260.000790.000650.00144
1660.001410.001210.00262
2080.002200.001850.00405
25100.003440.002890.00633
32120.005630.004840.01047
40160.008800.007390.01619
50200.013740.011550.02529
63200.021820.019620.04144
80250.035190.031750.06694
100250.054980.051540.10652
125320.085900.080270.16617
160400.140740.131950.27269
200400.219910.211120.43103
250500.343610.329870.67348

t0520

Table of thrust and pulls, single-acting cylinders.

Cylinder bore (mm)Thrust (N at 6 bar)Min pull of spring (N)
10373
12594
161057
2016514
2525823
3243827
4069939
50110248
63176067
80289286
100458399

Table of thrust and pulls, double-acting cylinders.

Cylinder bore mm (in.)Piston rod diameter mm (in.)Thrust (N at 6 bar)Pull (N at 6 bar)
833025
1044739
1266750
166120103
208188158
2510294246
3212482414
4016753633
44.45 (1.75)16931810
50201178989
632018701681
76.2 (3)2527362441
802530152721
1002547124418
1253273636881
152.4 (6)(1½)10 94410 260
1604012 06311 309
2004018 84918 095
2505029 45228 274
304.8 (12)(2¼)43 77942 240
3206348 25446 384
355.6 (14)(2¼)59 58858 049

t0530

6 bar inlet to the cylinder. For forces at other pressures divide the figures by 6 and multiply by the required pressure in bar gauge.

Load and buckling

For applications with high side loading, use pneumatic slide actuators or standard cylinders fitted with guide units. Alternatively external guide bearings should be installed.

When a long stroke length is specified, care must be taken to ensure the rod length is within the limits for prevention of buckling. The table shows the maximum stroke length for a variety of installation arrangements.

f05-142-9780750665087

Cylinder Ø mm (in.)Piston rod Ø mm (in.)Load case 1 Pressure (bar)Load case 2 Pressure (bar)Load case 3 Pressure (bar)Load case 4 Pressure (bar)
461016461016461016461016
8327022017013013010080601701301008019016012090
10438030023017017014010070230180130100260210160120
12431025018014014011080501801401008022017012090
6730590450350350280210160450360270210520420320240
166540440330250250200150110330260190150380300230240
8980790600470470370280210600480360280700560430330
208780620470370370290220160470380280210550440330250
1012001000760590590470350270760610460350880710540410
2510970790600460460370270200600480360270690560420320
12140011008806806805504103108707005304101000820620480
31.75 (1.25)121100890680520520420310230680540410310790630480360
32121100860650500500390290210650520380290760600450340
16200016001200960960770580450120099075058014001100870680
40141200960730570570450340250730580440330850680510390
16160012009507307305804303209407505604301100880660500
44.45 (1.75)16140011008706706705404003008606905204001000810610470
5020200016001200930930740550420120096072055014001100840640
50.8(2)20190016001200930930740550420120096072055014001100840640
6320150012009307207205704203109307405504201100860650490
63.5 (2.5)252400200015001200120093070053015001200900690170014001100810
76.2 (3)25200016001200950950760560420120098074056014001100860660
8025190015001100880880700510380110091068051013001100800600
10025150012008806706705203802708806905103701000820600450
101.6(4)322400200015001100110091067050015001200890670170014001000790
12532200016001200910910710520380120094069052014001100820620
127(5)38.1 (1.5)280022001700130013001000760570170013001000760200016001200900
152.4 (6)38.1 (1.5)230018001400110011008306104401400110081060016001300950720
160402400190015001100110088064048014001200860640170014001000760
20040190015001100860860670480350110089065048013001000770580
203.2 (8)44.45 (1.75)230019001400110011008406104401400110081060016001300960720
25050240019001400110011008506204401400110083061017001300980730
254 (10)57.15 (2.25)310025001900140014001100840620190015001100830220017001300990
304.8(12)57.15 (2.25)2500200015001200120092066048015001200890660180014001100790
32063300024001800140014001100780570180014001000780210017001200930
355.6 (14)57.15 (2.25)2100170013009709707605403801300100073054015001200870650

t0535

Valve flow

There are a variety of standards and methods for the measurement and display of valve flow performance. These can give rise to confusion and difficulty when comparing the published performance of different valves. The table below provides conversion factors as a guide to expressing valve performance in different units.

Flow factor conversion table

FactorsFlowOrifice Size
CvKvCm3/hl/minAS
*Cv10.8694.0859.198516.321.5
Kv1.1514.6967.9113218.724.7
C0.2450.213114.52414.115.27
M3/h0.0170.0150.069116.670.2760.364
l/min0.0010.00880.00410.0610.0160.022
A0.0610.0530.2433.6260.411.31
S0.0460.0400.1892.7545.80.7611

t0540

Source: IMI Norgen Ltd.

* Flow parameters are 6 bar inlet and 5 bar outlet at 20°C, 1013 mbar and 65% humidity.

'Cv’ is specified by ANSI/NFPA.

How to use

Select the unit of measurement that is known in the left hand column and multiply by the factor given in the column of the required unit of measurement:

'Cv’ is specified by ANSI/NFPA.

'Kv’ used in Germany and based on water flow.

'C’ sonic conductance in dm3/s/bar specified by ISO 6358.

'A’ effective area in mm2 specified by ISO 6358.

'S' effective area in mm2 according to the Japanese standard JIS B 8375.

A further measurement is the NW value. This gives the equivalent diameter in mm2 of the smallest path through a valve. This is non-comparable and not in the table.

Lubricants

When to lubricate, via an oil-fog or micro-fog lubricator, is generally explained in this catalogue. However, the oil recommended is very much dependant on the local conditions and not least availability of various brands and labels.

In each country Norgren can recommend equivalent products, based on the information from the suppliers.

5.6.20 Guideline documents

BFPA/P31995Guidelines for the Safe Application of Hydraulic and Pneumatic Fluid Power Equipment
BFPA/P41986Guidelines for the Design of Quieter Hydraulic Fluid Power Systems (Third Edition)
BFPA/P51999Guidelines to Contamination Control in Hydraulic Fluid Power Systems
BFPA/P222003Guidelines on Selection of Industrial O-Rings (Metric & Inch)
BFPA/P271993Guidelines on Understanding the Electrical Characteristics of Solenoids for Fluid Power Control Valves & their Application in Potentially Explosive Atmospheres
BFP/P281994Guidelines for Errors and Accuracy of Measurements in the Testing of Hydraulic & Pneumatic Fluid Power Components
BFPA/P291987General conditions for the Preparation of Terms and Conditions of Sale of UK Fluid Power Equipment Manufacturers and Suppliers
BFPA/P411995Guidelines to Hydraulic Fluid Power Control Components
BFPA/P441995Index of BS/ISO Standards Relating to Fluid Power
BFPA/P472004Guidelines to the Use of Hydraulic Fluid Power Hose and Hose Assemblies
BFPA/P481998Guidelines to the Cleanliness of Hydraulic Fluid Power Components
BFPA/P491995Guidelines to Electro-hydraulic Control Systems
BFPA/P521997Guidelines to the Plugging of Hydraulic Manifolds and Components
BFPA/P532002Fluid Power at the Forefront
BFPA/P542003Guidelines to the Pressure System Safety Regulations 2000 and their Application to Gas-loaded Accumulators
BFPA/P551993Guidelines for the Comparison of Particle Counters and Counting Systems for the Assessment of Solid Particles in Liquid
BFPA/P72004Guidelines to the Design, Installation and Commissioning of Piped Systems Part 1 – Hydraulics
BFPA/P91992Guidelines for the Flushing of Hydraulic Systems
BFPA/P121995Hydraulic Fluids Mineral Oil Data Sheets
BFPA/P562004BFPA Fluid Power, Engineer’s Data Booklet
BFPA/P571993Guidelines to the Use of Ecologically Acceptable Hydraulic Fluids in Hydraulic Fluid Power Systems
BFPA/P582003The Making of Fluid Power Standards
BFPA/P591993Proceedings of the 1993 BFPA Leak-Free Hydraulics Seminar
BFPA/P601994Leak-Free for Hydraulic Connections
BFPA/P611998A Guide to the Use of CE Mark
BFPA/P651995VDMA 24 568 & 24 569 Rapidly Biologically Degradable Hydraulic Fluids Minimum Technical Requirements & Conversion from Fluids based on Mineral Oils
BFPA/P661995BFPA Survey on Ecologically Acceptable Hydraulic Fluids
BFPA/P671996Ecologically Acceptable Hydraulic Fluids Data Sheets
BFPA/P681995Machinery Directive Manufacturers Declarations
BFPA/P832003The World of Fluid Power 2003 CD Rom (Edition 3)
BFPA/P952003Principles of Hydraulic System Design
BFPA/P1002003Guidelines for the Proof & Burst Pressure Testing of Fluid Power Components
BFPDA/D21994Technical Guidelines for Distributors of Hydraulic Fluid Power Equipment
BFPA/P131996Fire-Resistant Hydraulic Fluids Data Sheets

Available from British fluid power association

Source: Page 27 BFPA hand book.

For further information relating to fluid power transmission equipment the reader is referred to the companies and associations listed in Appendix 3.

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