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Chapter 3
Hydraulic System
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3.1
3.1 Introduction
The hydraulic system on aircraft is aimed to control movable parts by means of
transformation of hydraulic energy (pressure and volume displacement) into
mechanical energy (force and stroke).
Like the pneumatic and electric system, the hydraulic system is made of 4 stages:
generation, control, transfer and use. Generation is obtained by pumps that
pressurise a fluid; valves and other devices acting on the pumps control the energy
delivered, or pressure; pipelines distribute energy to all necessary areas of the
vehicle; actuators operate the final conversion of energy for the mechanical use.
The main advantages of using a hydraulic system are:
low weight per unit power;
high efficiency in power transmission;
high flexibility in installation;
low damage for overloads;
high reliability;
low maintenance;
low inertia or high frequency response;
good control ability.
On the opposite the drawbacks are:
risk to lose the complete system for failure of one component;
mostly used hydraulic fluids are not fire-resistant.
The net prevalence of advantages makes the hydraulic system a very common
choice for the control of most movable parts in current aircraft designs.
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3.2
PTU
PUMP
1A
PUMP
1B
PUMP
2A
PUMP
2B
ENGINE 2
ENGINE 1
PUMP
1C
PUMP
2C
APU
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3.3
USES 1
USES 2
PTU
PUMP
1A
PUMP
1B
PUMP
2A
PUMP
2B
ENG.1
MOT.
ENG.2
MOT.
PUMP
1C
PUMP
2C
PUMP
3A
MOT.
PUMP
3B
MOT.
PUMP
3C
PNEU.
PUMP
3D
RAT
3.4
The most common displacement pump is a piston pump, where the piston has a
sinusoidal motion. The flow generated by such a pump is anyway very discontinuous,
because it is a sinusoid, or better is the positive part of a sinusoid, because the flow
must be in one direction (lets assume it to be the positive one). A series of pistons
like that shown in fig. 3.4, in sinusoidal motion and phase displacement, gives a
resultant flow rate Q that is less variable the higher the number of cylinders;
theoretically it can be expressed in the form:
N
where:
N = number of cylinders;
= sinus frequency;
t = time;
i = phase of the i-th
piston;
Q = max flow per
cylinder.
FLOW
3.5
diameter. It is easily understood that, in the ideal case that there is no loss of flow or
compressibility effects, the flow rate Q generated by the pump is as follows:
Q = n V
DELIVERY
SUCTION
DRUM
SWASH PLATE
DRIVE SHAFT
Fig. 3.6 Displacement pump (source: Vagnarelli, Impianti Aeronautici, IBN Editore, 1991)
A
B
C
FLOW
PRESSURE
Q = n V
(Eq. 3.1)
Fig. 3.8 (A) Radial pistons, (B) Gear
and (C) Vane pumps
3.6
The power W generated by the pump, if Q is the flow and p the pressure, is given by:
W = p Q
Other 3 kinds of displacement pumps are shown in fig. 3.8: the radial pump, with
pistons oriented radially in the drum, gear pump where the fluid is captured by the
counterotating gearwheels and the vane pump, where the fluid is transferred by the
variable geometry chambers among the vanes.
DELIVERY
DELIVERY
TANK
Fig. 3.9 (A) Constant pressure variable delivery pump and (B) pressure control valve
In both cases any pressure change in the delivery line will affect the pump delivery; if
pressure decreases (because one ore more actuators are activated, then requesting
flow), the swash plate will be moved to generate more flow to compensate for the
pressure reduction. If the pressure increases (because one ore more actuators are
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3.7
stopped), the swash plate is controlled in such a way to reduce flow generation to
compensate for the pressure increase.
The pressure commonly used in modern aircraft systems is around 21 MPa. This
allows reasonably small actuators with limited problems of sealing and sizing of
components to withstand pressure loads. Military and space applications may have
30 MPa hydraulic systems.
3.8
A wide variety of valves can be found in a hydraulic system and a description of all of
them is out of the purpose of these lecture notes. A quick description of the most
important ones follows.
Directional control valve
LP
This can be seen more or less as the switch to operate
HP
an actuator, because it controls the flow and its direction.
The valve is schematically represented in fig. 3.11. HP is
IN
the high pressure line, LP the low pressure line and IN
TO ACTUATOR
the input signal, that can be either a pressure or a
Fig. 3.10 Control valve
mechanical or an electric signal. Depending on how the
sliding spool is moved by the signal (left o right), the flow in the actuator lines will be
in different direction. A spring brings the spool in neutral position when no input
signal is applied. This kind of valve can also be found in rotary spool version.
Check valve
A check valve allows flow in one direction only, then closing
whenever fluid attempts to flow back. This can be
schematically described (fig. 3.11) as a spool that is kept in
closing position by a soft spring, which is easily moved and
opened if the fluid flows in one direction only.
Relief valve
A relief valve prevents over-pressurisation, by opening a line to the reservoir and
bleeding fluid from the system until normal pressure is
SYSTEM
reached. Many solutions are possible; the one shown in fig.
3.12 is just a schematic representation to explain the
functioning principle.
The pressure acts on a spool contrasted by a tuneable
spring. When pressure produces a force on the spool higher
than the spring pre-load, the spool moves and opens to the
reservoir. After opening the pressure acts on a wider spool
TO TANK
surface, so that the valve is fully opened and small
Fig. 3.12 Relief valve
reductions of pressure cannot close it: this solution prevents
oscillation of the spool.
Sequence valve
The sequence valve controls the sequence of operation between two branches of a
system. It can be easily found in the
BRANCH
BRANCH
landing gear kinematic system, to set the
2
1
sequence between door opening and
landing gear strut moving.
Fig. 3.13 shows schematically the
functioning principle: when the pressure
PUMP
in branch 1 increases, this controls the
spool to move and open the flow to
Fig. 3.13 Priority valve
branch 2. In other cases mechanically
operated sequence valves are used, where the spool is moved by an external
contact.
Pressure-reducing valve
In some cases there are parts of the system that must operate at a lower pressure
than normal system. This branch of the system can be connected to the main branch
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3.9
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HP
BRANCH
LP
BRANCH
PUMP
Shuttle valve
Sometimes an actuator, or a branch of hydraulic system, must be pressurised by an
auxiliary or emergency unit, typically an accumulator. A very simple device allows
selecting the emergency unit in case the pressure in the main system is reduced.
The functioning scheme is reported in fig. 3.15
MAIN SYSTEM
and is called shuttle valve. The spool position is
determined only by the differential pressure of
the main and emergency system. If the main
system pressure drops to a value lower than
that of the emergency system, the spool
EMERG. SYSTEM
excludes the main system and allows
Fig. 3.15 Shuttle valve
emergency system to operate the branch.
Servo valve
A servo valve is usually a control valve powered with a low intensity electric signal,
which allows refined positioning of actuator and high frequency response. Fig. 3.16 is
one of the possible solutions.
3.10
The solenoid is energised by a low intensity signal. Lets assume that the reed
between the two nozzles is moved by the solenoid to close the right nozzle, then
bringing to a pressure increase in chamber A of the control valve: this increase is due
to the reduction of minor loss of the flow through the fixed orifice of the right pipe.
The valve spool is then pushed to the left, opening the hydraulic ways for a left
movement of the actuator piston. The piston stroke is transduced to an electric signal
that forms a feedback to an amplifier. The input signal to the solenoid is function of
the difference between the position command and the feedback of the actual
position. When the two signals are matched, the reed reaches its central position
between the two nozzles and the directional control valve also reaches its neutral
position: the piston is hydraulically locked in the new position.
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3.11
2.7 Accumulators
Accumulators are pressurised fluid storage that can be used for two main reasons:
1. short emergency operation of branches or single components of the hydraulic
system;
2. damping of pressure fluctuations (ripple accumulator).
In the first case the accumulator is installed on a hydraulic line very close to the
actuator to be operated, with a check valve to prevent flow to be absorbed by other
components. In the second case the accumulator is sometimes located near the
pump or in an area where a more regular pressure is required.
Pressurisation can be easily obtained in a cylinder closed by a movable piston, if this
piston can be loaded by a spring or a compressed gas. If compressed gas is used,
the piston can be substituted by a bladder or a diaphragm, which are lighter
solutions.
As a matter of fact, a physical separation between gas and hydraulic fluid would not
be necessary if the accumulator maintains a position that prevents the gas from
being introduced into the hydraulic system, but this is in general not applicable to
aircraft.
Fig. 3.18 shows the mentioned solutions.
spring
direct gas-fluid
gas-piston
gas-diaphragm
Fig. 3.18 Types of accumulators
gas-bladder
The pressure vs. volume law followed by an accumulator is given by the ideal gas
law, which can be modified according to the conditions. A typical accumulator cycle
in emergency applications will be as follows:
1. adiabatic compression during hydraulic
p
2
system start, from the pre-charge pressure
3
to system pressure: p V = const , where
p is the pressure, V the volume and the
ratio between the gas specific heat factors,
that is 1.4 for ideal gases.
1
2. isobaric cooling to bring the gas back to
the environmental temperature:
4 V
V = const , where T is the temperature;
p
T
= const .
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3.12
p = p SYS
V0
V0 + V ACT
ACCUMULATOR
ACTUATOR
stroke
where:
pSYS = system pressure;
V0 = initial gas volume;
VACT = hydraulic fluid absorbed by actuator.
AIR
PRESSURE
RETURN
pressure
SUPPLY
2.8 Reservoirs
2.9 Filters
All movable parts in the hydraulic system are subjected to
wearing, that is the main cause of particles contamination
in the fluid. If particles reach considerable dimensions they
may damage some components. Filters must provide
adequate protection of the system.
The filtering element, through which the fluid is forced to
flow, can be made of different materials and geometries:
fabric of organic and non organic fibres, woven of metal
filaments, specially treated cellulose paper and, in some
Fig. 3.22 By-pass filter
cases, magnetic elements to trap ferrous particles only.
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3.13
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Depending on the type, the sizes of the trapped particles can range from 5 to 25 m.
Since the filter determines high-pressure drops, the element uses to have a wide
surface. Moreover to prevent the filter to become clogged by particles trapping, in
some cases a by-pass line is integrated in the block, that operates automatically after
the differential pressure before and after filtering reaches a reference value (fig.
3.22).
The filter can be located everywhere in the system. A filter on the return line has the
advantage of inducing pressure drops in a part of the system where they are not
relevant; a filter on the delivery line has the advantage of filtering possible particles
that were present in the reservoir or in the pump, before they reach valves and
actuators.
2.10
Layout examples
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3.14
Fig. 3.24 Possible solution for the hydraulic system of a short-haul three-engine airliner
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3.15