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December 2013
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In This Issue
This is a common design, but certainly not suitable for every conceivable system. Other factors must be taken into consideration. Many very large systems leave
as much (or more) oil in the piping, manifolds and actuators as the reservoir holds. If the system drains when it is shut down, there must be room to hold this oil in
the reservoir as well. Many systems use a check valve in the tank line to keep oil from draining back, but at some point components in the machine must be
replaced, requiring at least a portion of the system to be drained. If the reservoir will not hold this additional oil, a procedure for collecting excess oil (without
contaminating it) must be in place.
The bigger the system, the more we must take thermal expansion into consideration. Most mineral oil based industrial hydraulic fluids will expand approximately
0.06 cubic inches per cubic foot by volume for each Fahrenheit degree of temperature increase. In large systems, this can be substantial. More oil is required to
extend a cylinder than to retract it. If your system has large or very many cylinders, oil level will change dramatically throughout a full machine cycle. Large
accumulators may also affect oil levels. The last thing we would want is for the oil level to drop near or below the suction line of the pump and cause it to aerate.
While this all may suggest that bigger is better for reservoirs, the trend is actually toward making them smaller. Design objectives have changed over the years.
Nowadays there are more requirements to save space, keep oil usage to a minimum and cut the overall cost of a system. Some measures can be taken to reduce
the size of a reservoir. An efficient heat exchanger can eliminate the need for a very large reservoir, particularly when ambient temperatures are very high. Cooling
a lot of oil in a high temperature environment by radiation alone can be impractical, particularly when considering the large amount of heat that can be generated
by a hydraulic system. Even a very well designed machine that is properly adjusted and maintained can generate significant heat. Orifices, servo or proportional
valves, pressure controls and even bends in the pipe - anything that causes the system to produce more power than is consumed by the load generates heat.
We determine reservoir size mostly by temperature. There must be enough surface area to dissipate heat to atmosphere if there is no heat exchanger. This is
calculated by the following formula:
0.001 X Sq. Ft. Surface Area X Temperature Difference (F) Between Air and Oil
So, if we have 30 sq. ft. of surface area and a temperature difference of 50 degrees, we would calculate:
Since each horsepower equals 2,544 BTU/hr, we would radiate 3816 BTU/hr. We remember from school that one BTU is the heat required to raise one pound of
water by one degree Fahrenheit. Fortunately, mineral oil has a specific heat of only about 40% that of water. So each BTU will reduce the temperature of one
pound of mineral oil by 2.5 degrees. Since a gallon of mineral oil weighs about 7 pounds, it takes about 2.8 BTU's to lower each gallon of oil one degree
Fahrenheit. In our example above, 25 gallons of oil would radiate enough heat to lower its temperature by about 3.4 degrees Fahrenheit in one hour.
When calculating surface area, remember to calculate only the area that is contacted by oil. Since a reservoir is never full to the brim, it will not radiate over its
entire area. The area above the oil level radiates at only a negligible rate.
Finally, we must consider room to access internal components for servicing and cleaning. Many reservoirs are cramped and hard to maintain. The result is often
that they are not cleaned or inspected as often as they should be.
When should this all be calculated? Naturally, this should be determined in the initial design phase, but experience shows that machines are often modified over
the years. A higher flow pump, the addition of an accumulator, an extra hydraulic circuit or almost any other modification changes the thermal properties of the
machine as well. Failing to consider how this affects the ability of the reservoir to accommodating the needs of the system can be expensive.
Al Smiley founded "GPM" in October of 1994. Al initially worked with a leading hydraulic distributor from 1977
to 1986. In 1987, his father Carl A. Smiley, Sr. hired Al to work with his company, Southeast Maintenance
Consulting services. Since then he has taught and designed hydraulic troubleshooting programs for companies
throughout the United States and Canada. Al does the technical writing for GPM's "In-Plant Troubleshooting
Manuals". He is certified and registered with the Fluid Power Society as a Fluid Power Specialist. He earned a
Bachelor’s Degree in Education from the University of Mississippi in 1977. He writes columns for Hydraulics and
Pneumatics, Southern Lumberman, Canadian Wood Products and Papermill 360 magazines on hydraulic
troubleshooting methods. Al is married with two boys and a granddaughter. He is a musician and an avid golfer..
Nothing is more expensive than unscheduled down time. GPM’s customers know they can call whenever they have a troubleshooting issue they simply can’t
resolve. With over 75 years' experience dealing with hydraulic failures, our consultants have the resources to help troubleshoot whatever hydraulic problem you
encounter. Whether you’re experiencing a total system outage, repeated component failure or need a professionally designed hydraulic reliability assessment, the
consultants at GPM can help. Call GPM for:
In-plant Troubleshooting
Leakage Problems
Pressure Settings
Shock Problems
Hydraulic Reliability Assessments
Hydraulic Troubleshooting Manual Development
Startup Consulting and Recommendations
Heat Problems
Repeated Component Failures
Speed Problems
Do you want to learn more about how GPM can help you? Go to http://gpmhydraulic.com/troubleshooting.php.