Technical Service Bulletin 96-1

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Hydraulic Systems

As hydraulic driven equipment becomes more sophisticated, the need increases for a better understanding of its operation and maintenance. Hydraulic systems can be either simple or complex. They can operate at high temperatures (e.g. 60°C, 140°F), pressures and rapid cycle times. We will divide the broad subject matter of hydraulics into smaller topics and cover each in separate bulletins. This will provide you with a better understanding of each subject.
This opening bulletin will give you some basic understanding of hydraulics. Future subjects to be covered will include, sources of contamination, filter performance indicators, hydraulic fluid additives, recycling and preventive maintenance.

To begin, the basic law of hydraulics is stated by Pascal, "pressure at any point in a static liquid is the same in every direction and exerts an equal force on all equal areas." (See Figure 1) Fluids are virtually incompressible, mechanical forces may be directed and controlled by means of fluids under pressure.


Most hydraulic circuits contain five basic mechanical components: a reservoir, a filter, a pump, flow control valves, and a cylinder or actuator (see Figure 2). There is also the hydraulic fluid to consider. No matter how sophisticated the system gets, the hydraulic fluid in the system performs four simple functions:

  • transmit power
  • lubricate the pump, valves and seal
  • protect the system by removing contaminants

    o moisture
    o dirt
    o heat
    o air

  • sealing internal components

The pressure applied to the fluid will give the fluid the power necessary to transmit a force within the system. As the sophistication of the system increases, the work required of the fluid will also increase. The fluid transmits power while it lubricates the components which it flows through. The hydraulic fluid, as a lubricant, reduces friction in the components by producing a barrier or film which separates the surfaces that will roll or slide past each other.

Viscosity is a measure of a fluid's resistance to flow. A fluid that has a high resistance to flow (high viscosity) is like cold molasses or SAE 140 weight gear oil. A fluid that has a low resistance to flow (low viscosity) is like water or SAE 10 weight hydraulic oil. Viscosity of the fluid is directly related to its ability to lubricate. A high viscosity fluid generates greater film thickness between lubricated surfaces because it has a greater resistance to being squeezed out from between the lubricated surfaces. Viscosity of the fluid will change with the temperature of the fluid. Raising the temperature of the fluid will the temperature will increase its viscosity. Conversely, lowering of the temperature will increase its viscosity.

In many instances, the fluid is the only seal against pressure inside a hydraulic component where no seal ring exists between the valve spool and body to minimize leakage from high to low pressure areas. The close mechanical fit and oil viscosity determines leakage rate.

To keep friction and wear of the system to a minimum, the proper filtration must be specified and you must use a fluid of the correct viscosity while operating the system within the proper design parameters.

For further information about hydraulics refer to other FMC Technical Service Bulletins and also the NFPA (National Fluid Power Association) Publications Catalog.

For additional information, contact:

Filter Manufacturers Council
P.O. Box 13966
Research Triangle Park, NC 27709-3966
Phone: 919/406-8817 Fax: 919/406-1306
www.filtercouncil.org

Administered by Motor & Equipment Manufacturers Association

Created April 1996

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