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https://doi.org/10.1007/s13369-017-3038-5
Mapping the Efficiency of the Hydrostatic Drive for the Rotary Head
of Drill Machine Using High-Speed Low-Torque Hydraulic Motors
Alok Vardhan1 · K. Dasgupta1
Abstract
A method for producing the efficiency map of the hydrostatic drive used in the rotary head of drill machine is discussed in
this article. Such map may be useful for the initial assessment of the drive efficiency. In a drill machine used in open-cast
mining application, the drill bit is rotated by a hydrostatic drive, which consists of a variable displacement pump and two
fixed displacement hydraulic motors along with a gear reducer unit. In this respect, performance investigation of such drive
is carried out through mathematical modelling and experimentation. The results are presented in non-dimensional form for
selecting a transmission of any size. On the basis of results obtained, the best efficient zone of the proposed hydrostatic drive
with respect to the load torque and the drive speed for the rotary head of drill machine is also discussed.
Keywords Hydrostatic (HST) drive · Continuously variable transmission (CVT) · Efficiency map · Pump · Hydraulic motor
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Q p = Dpmax ωp α − Q lp (4)
P
Q lp = (5)
Rpl
Fig. 3 Leakage resistance characteristics of the pump
where Rpl is the leakage resistance of the pump and it is
determined from the test data.
The variation of Rpl with α shown in Fig. 3 is expressed where the second term of Eq. (8) represents the ideal torque
by the following empirical equation: and the third term is the torque loss due to the drag resistance
(Rpd ) of the pump. The characteristics of the Rpd are obtained
from the test data.
Rpl × 10−11 = 10−7 P − 0.2318 α 2 The variation of Rpd with α shown in Fig. 4 is expressed
by the following empirical equation:
+ − 7 × 10−8 P + 1.2568 α
+ − 3 × 10−7 P + 7.2137 (6) Rpd × 102 = − 8 × 10−8 P + 0.8659 α + 10−7 P − 0.1322
(9)
Substituting Eqs. (5) and (6) into Eq. (4) gives the following Substituting Eq. (9) into Eq. (8) gives the expression for
expression for the supply flow of the pump: the input torque on the pump shaft:
P × 10−11
Q p = Dpmax ωp α − (7)
10−7 P − 0.2318 α 2 + − 7 × 10−8 P + 1.2568 α + − 3 × 10−7 P + 7.2137
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2Tm ωm
ηm = (17)
PQp
Fig. 4 Drag resistance characteristics of the pump
The angular velocity of the motor shaft is:
Equations (3), (7) and (10) are non-dimensionalized using
Qm 2
the following relations: ωm = (18)
Dm
Q p = Q p Dpmax ωp , P = P Pmax , Tp = Tp Dpmax Pmax where Q m /2 is the discharge flow from the each motor and
(11) Dm is the fixed volumetric displacement rate of the motor.
The discharge flow from the each motor is given by:
where symbols with bars are non-dimensional. Substituting
them in Eq. (3), the pump efficiency is given by: Qm Qp
= − Q lm (19)
2 2
P Qp
ηp = (12) where, neglecting the line leakage, Q p /2 is the motor inlet
Tp flow and Q lm is the leakage flow of the motor that is expressed
as:
Similarly, using Eq. (11) in Eq. (7), the non-dimensional sup-
ply flow of the pump is: P P
Q lm = + (20)
Ril Rel
K0 P
Q p = α − where Ril and Rel are the internal and the external leakage
K1 α2 − K 3α − K 5 P − K 2 α2 + K 4α + K 6
resistances of the hydraulic motor and these are determined
(13) from the test data.
The variation of Ril and Rel with α shown in Figs. 5 and 6
where is expressed by the following empirical equations:
Pmax
K0 = , K 1 = 104 Pmax , Ril × 10−12 = − 8 × 10−10 P − 0.0006 α
Dpmax ωp
K 2 = 0.2318 × 1011 , K 3 = 7 × 103 Pmax , + − 3 × 10−9 P + 1.1155 (21)
K 4 = 1.2568 × 1011 , K 5 = 3 × 104 Pmax ,
Rel × 10−11 = 2 × 10−6 P − 19.182 α
K 6 = 7.2137 × 1011 (14)
+ − 2 × 10−6 P + 25.836 (22)
Finally, using Eq. (11) in Eq. (10), the non-dimensional rep-
resentation of the pump torque may be given as: Combining Eqs. (7) and (18) through (20) gives the following
expression for the angular speed of the motor output shaft:
Tp = α P + (−B0 α + B2 ) P + B1 α − B3 (15)
1 P 2P 2P
where ωm = Dpmax ωp α − − − (23)
2Dm Rpl Ril Rel
8 × 10−10 ωp 0.8659 × 10−2 ωp
B0 = , B1 = , The torque on the each motor shaft is a combination of ideal
Dpmax Dpmax Pmax torque minus torque loss and it is expressed as:
10−9 ωp 0.1322 × 10−2 ωp
B2 = , B3 = (16)
Dpmax Dpmax Pmax Tm = Dm P − Tloss (24)
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Substituting this result into Eq. (24) gives the output torque
on the each motor shaft:
Tm = Dm P − 4×10−5 ωm 2
+ 2×10−10 P −0.0065 ωm
+ 4 × 10−8 P + 1.2355 (26)
Dpmax ωp
ωm = ωm , Tm = Tm Dm Pmax ,
2Dm
Fig. 5 Internal leakage resistance characteristics of the hydraulic motor Q p = Q p Dpmax ωp , P = P Pmax (27)
Tm ωm
ηm = (28)
P Qp
where
where Tloss is the torque loss of the each motor and it is where
determined by the test data.
The variation of torque loss with ωm shown in Fig. 7 is −5
2
Dpmax ωp2 Dpmax ωp
expressed by the following empirical equation: B4 = 10 3 P
, B5 = 10−10 2
,
Dm max Dm
Dpmax ω p 4 × 10−8
B6 = 0.0065 , B7 =
Tloss = 4 × 10−5 ωm
2
+ 2 × 10−10 P − 0.0065 ωm 2
2Dm Pmax Dm
1.2355
+ 4 × 10−8 P + 1.2355 (25) and B8 = (32)
Dm Pmax
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After obtaining the values of the coefficients given in Eqs. Table 1 Parametric values of the hydrostatic components
(30) and (32), the efficiency map of the hydraulic motor is Symbol Value
generated from the simultaneous solutions of Eqs. (28), (29)
and (31). This is discussed in Sect. 4. Dpmax 4.46 × 10−6 m3 /rad
Dm 2.55 × 10−6 m3 /rad
3.3 Gear Unit Analysis Pmax 120 × 105 N/m2
ωp 150.8 rad/s
The efficiency of the gear unit is expressed as:
Td ωd
ηg = (33) where Tp , Td and ωd are given by Eqs. (15), (38) and (39),
2Tm ωm
respectively. These three equations, with Eq. (40) create four
The output torque on the drive shaft is: nonlinear independent equations that must be simultaneously
solved in order to map the overall efficiency of the HST drive.
Td = 20Tm (34)
The angular velocity of the drive shaft is: 4 Results and Discussion
ωm In order to create the efficiency maps of the pump, hydraulic
ωd = (35)
10 motor and the HST drive, the coefficients given in Eqs. (14),
(16), (30) and (32) are determined from the parametric values
Equations (33), (34) and (35) are non-dimensionalized using
of the hydrostatic components given in Table 1. The values
the following relations:
of these coefficients are given in Tables 2 and 3.
In developing the efficiency map of the pump, the three
Dpmax ωp
Td = Td (20Dm Pmax ) , ωd = ωd , independent Eqs. (12), (13) and (15) are solved simultane-
20Dm
ously; they are nonlinear in nature and have five unknown
Dpmax ωp
ωm = ωm , Tm = Tm Dm Pmax (36) parameters (α, P, Q p , Tp and ηp ). Assuming that the val-
2Dm ues of two parameters (α, P) are known out of the five
unknown parameters in Eqs. (12), (13) and (15), simul-
Substituting them in Eq. (33), the gear unit efficiency is given
taneously solving these equations using Newton–Raphson
by:
numerical method, the values of the other three unknown
parameters (Q p , Tp and ηp ) are determined. Using them, the
Td ωd
ηg = (37) efficiency map of the pump is created. Likewise solving Eqs.
Tm ωm (28), (29) and (31) simultaneously, the efficiency map for the
hydraulic motor is developed. Similarly, the efficiency map
Similarly, using Eq. (36) in Eq. (34), the non-dimensional
of the overall HST drive is made from Eqs. (15), (38), (39)
output torque on the drive shaft is:
and (40). The efficiency maps of the pump, hydraulic motor
and the HST drive are given in Figs. 8, 9 and 10, respectively.
Td = Tm (38) Figure 8 illustrates that the pump’s efficiency is indepen-
dent of pump flow at low pressures, whereas it is independent
Finally, using Eq. (36) in Eq. (35), the non-dimensional angu- of fluid pressure at low flow rates. The near-vertical and hor-
lar velocity of the drive shaft is: izontal lines of the efficiency in the regions of low pressure
and low flow rate indicate the same. It may be noted that at
ωd = ωm . (39) maximum operating pressure, the maximum efficiency of the
pump may not be obtained. The reasonable efficiency zone
3.4 HST Drive Analysis of the pump is obtained in medium to high pressure range
and at high flow rates as it is appears in Fig. 8. The maximum
The overall efficiency of the HST drive has been presented efficiency of the hydrostatic pump is found to be 94%.
in Eq. (1) of this article. Using Eqs. (11) and (36) in Eq. (1), Figure 9 illustrates that the hydraulic motor’s efficiency
the overall efficiency of the drive is given as: is independent of output torque at low motor shaft speeds,
whereas it is independent of motor shaft speed at low output
Td ωd torque. The near-vertical and horizontal lines of the effi-
ηo = (40)
Tp ciency in the regions of low output torque and low motor shaft
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Fig. 8 A typical efficiency map for the hydraulic pump Fig. 10 A typical efficiency map for the HST drive
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Fig. 11 Characteristics of the penetration rate Fig. 12 Performance of the HST drive with the variation of penetration
rate
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Fig. 13 Experimental test set-up of the HST drive. 1. Electric motor, unit, 7. loading pump, 8. proportional pressure relief valve, 9. speed and
2. variable displacement axial piston pump, 3. data acquisition system, torque sensor, 10. flow sensor, 11. pressure sensor
4. pressure relief valve, 5. bent axis hydraulic motor, 6. gear reducer
Table 4 Summary of the major components used in the test set-up of the HST drive
S. No. Items Make/model Descriptions
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