A good starting point for any hydraulic schematic is at the power unit. The power unit consists of the reservoir, pump or pumps, electric motor, coupling and coupling guard, and entry and exit piping, with flow meters and return filter. It also might include relief valves, unloading valves, pressure filters, off-line filtration circuits, and control valves. The power unit must be able to cycle all functions in the allotted time at a pressure high enough to do the work intended. A well-designed circuit will run efficiently with little to no wasted energy that generates heat. It will run many years with minimum maintenance if its filters are well maintained and it is not overheated.

When items such as pressure gauges and flow meters are installed, it is easy to troubleshoot any system malfunction quickly and accurately. Flow meters always show pump flow (or lack thereof) and eliminate premature pump replacement. They can indicate impending pump failure well in advance of system failure. Also quick-disconnect plug-in type ports at strategic locations make it easy to check pressure at any point.

Directional control valves

The circuit in Figure 5-2 has only one directional control valve to extend and retract the main cylinder. Pressure-control valves make the hydraulic motor and rotary actuator operate in sequence after the cylinder extends and builds a preset pressure. (This is not the best way to control actuators, but it is shown here to demonstrate the use of different valves.)

An isolation check valve between the pumps keeps the high-pressure pump from going to tank when the low-volume pump unloads. A pilot-operated check valve in the line to the cap end of the main cylinder traps fluid in the cylinder while the motor and rotary actuator operate.

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Two types of fluid power circuits

Most fluid power circuits use compressed air or hydraulic fluid as their operating media. While these systems are the same in many aspects, they can have very different characteristics in certain ways.

For example: remote outdoor applications may use dry nitrogen gas in place of compressed air to eliminate freezing problems. Readily available nitrogen gas is not hazardous to the atmosphere or humans. Because nitrogen is usually supplied in gas cylinders at high pressure, it has a very low dew point at normal system pressure. The gas may be different but the system's operating characteristics are the same.

Hydraulic systems may use a variety of fluids -- ranging from water (with or without additives) to high-temperature fire-resistant types. Again the fluid is different but the operating characteristics change little.

Pneumatic systems

Most pneumatic circuits run at low power -- usually around 2 to 3 horsepower. Two main advantages of air-operated circuits are their low initial cost and design simplicity. Because air systems operate at relatively low pressure, the components can be made of relatively inexpensive material -- often by mass production processes such as plastic injection molding, or zinc or aluminum die-casting. Either process cuts secondary machining operations and cost.

First cost of an air circuit may be less than a hydraulic circuit but operating cost can be five to ten times higher. Compressing atmospheric air to a nominal working pressure requires a lot of horsepower. Air motors are one of the most costly components to operate. It takes approximately one horsepower to compress 4 cfm of atmospheric air to 100 psi. A 1-hp air motor can take up to 60 cfm to operate, so the 1-hp air motor requires (60/4) or 15 compressor horsepower when it runs. Fortunately, an air motor does not have to run continuously but can be cycled as often as needed.

Air-driven machines are usually quieter than their hydraulic counterparts. This is mainly because the power source (the air compressor) is installed remotely from the machine in an enclosure that helps contain its noise.

Because air is compressible, an air-driven actuator cannot hold a load rigidly in place like a hydraulic actuator does. An air-driven device can use a combination of air for power and oil as the driving medium to overcome this problem, but the combination adds cost to the circuit. (Chapter 17 has information on air-oil circuits.)

Air-operated systems are always cleaner than hydraulic systems because atmospheric air is the force transmitter. Leaks in an air circuit do not cause housekeeping problems, but they are very expensive. It takes approximately 5 compressor horsepower to supply air to a standard hand-held blow-off nozzle and maintain 100 psi. Several data books have charts showing cfm loss through different size orifices at varying pressures. Such charts give an idea of the energy losses due to leaks or bypassing.

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Rotary output devices such as air motors with built-in cycling valves and rotary actuators that make only a fraction of a turn are available to perform many functions. Because compressed air is the driving force, these devices are explosion-proof and can operate in dirty or wet atmospheres without the problems posed by electrical equipment. Carefully applied air-operated devices can be an improvement in many situations.

These and other air-operated components are explained and applied in the following chapters.

Typical hydraulic circuit

Figure 5-2 provides a pictorial representation and a schematic drawing of a typical hydraulic circuit. Notice that the hydraulic power unit is dedicated to this machine. Unlike pneumatic circuits, most hydraulic systems have a power unit that only operates one machine. (As mentioned before, some new installations are using a central hydraulic power source with piping throughout the plant to carry pressurized and return fluid.)

5-2. Schematic drawing of an air circuit with air-logic controls, and physical drawing of the components in the circuit.

Why a schematic drawing?

Schematic drawings make it possible to show circuit functions when using components from different manufacturers. A 4-way valve or other part from a different supplier may bear little resemblance to one from other suppliers. Using actual cutaways of a valve to show how a machine operates would be fine for one circuit using one supplier's valves. Nevertheless, another machine with different parts would have a completely different looking drawing. A person trying to work on these different machines would have to know each brand and how they affect operations. This means designing and trouble shooting every circuit would require special different knowledge. Using schematic symbols requires learning only one set of information for any component.

Schematic symbols also give more information than a picture of the part. It may be hard to impossible to tell if a 4-way valve is 3-position by looking at a pictorial representation while its symbol makes all features immediately clear. Another feature is by using ISO symbols the drawing can be read by persons from different languages. Any notes or the material list may be in a language foreign to you but following and understanding circuit function should not be a problem.

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Why schematic drawings?

Schematic drawings make it possible to show circuit functions when using components from different manufacturers. A 4-way valve or other component from one supplier may bear little physical resemblance to one from other suppliers. Using actual cutaway views of valves to show how a machine operates would be fine for one circuit using a single supplier's valves. However, another machine with different parts would have a completely different-looking drawing. A person trying to work on these different machines would have to know each brand's ins and outs . . . and how they affect operations. This means designing and troubleshooting every circuit would require special and different knowledge. Using schematic symbols requires learning only one set of information for any component.

Schematic symbols also give more information than a picture of the part. It may almost impossible to tell if a 4-way valve is 3-position by looking at a pictorial representation. On the other hand, its symbol makes all features immediately clear. Another advantage is that by using ISO symbols the drawing can be read by persons from different countries. Any notes or the material list may be unreadable because of language differences, but anyone trained in symbology can follow and understand circuit function.

Parts of a typical pneumatic system

The schematic in Figure 5-1 starts at the filter, regulator, and lubricator (FRL) combination that is connected to the plant-air supply. FRL units are important because they assure a clean, lubricated supply of air at a constant pressure. It's important to keep these units supplied, drained, and set correctly to keep the circuit operating smoothly and efficiently.

The filter is first in line to remove contamination and condensed water. It should be drained regularly or fitted with an automatic drain. The regulator should be set at the lowest pressure that will produce good parts at the cycle rate specified. The lubricator should be adjusted to allow oil to enter the air stream at a reasonable rate. In poorly maintained plants, the filter may be completely full of contaminants, the regulator is screwed all the way in, and the lubricator is completely empty.

Air-logic controls

Air-operated miniature valves called air-logic controls control the circuit in Figure 5-1. Air-logic controls run on shop air and are actuated by air palm buttons and limit valves to start and continue a cycle.

This circuit has an OSHA safe anti tie-down dual palm button start control. The two palm buttons must be operated at almost the same time or the cylinder will not extend. Tying down one palm button renders the circuit inoperative until it is released. The rest of the logic circuit causes the drills to extend and keeps the clamp cylinder down until they have all retracted and stopped. This circuit also has an anti-repeat feature, which means the cycle only operates once, even if the operator continues to hold the palm buttons down. Safety features such as these are easy to implement.

Directional-control valves

A 5-way, double-pilot-operated directional control valve operates the cylinder. This valve extends and retracts the cylinder according to signals from the air logic controls in the cabinet. Movement also requires inputs from the palm buttons to make sure the operator is safely clear of the cylinder before it operates. This directional control valve has speed-control mufflers in its exhaust port to control cylinder speed in both directions. These devices also reduce noise from exhausting air.

A limit valve at the extend stroke of the cylinder makes sure it has reached the part before the drills start. A limit valve monitors position but it cannot tell if the cylinder has reached full clamping force. In most applications when the cylinder is close enough to make the limit valve, it will be at or near clamping force before the next operation gets to the work. In some applications it might be necessary to add a pressure sequence valve to make sure the cylinder reaches a certain pressure before the cycle continues.

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CHAPTER 4
ISO Symbols & Glossary, part 3

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The following pages go through all standard ISO symbol information as it applies to hydraulic and pneumatic schematics. There are still many plants that modify the standards to suit some individual's taste. This widespread practice may be confusing to novices. Symbols have been developed to represent most of the available fluid power components. However, some parts must be made up of combinations of different symbols to show how they function. Other times there is no standard symbol and one must be made up. In such cases, look first in the supplier's catalog for the symbol they show. If the supplier did not make a symbol, the only other option is design one for the new part. Try to design the new symbol using standard practices shown here.

As the phrase fluid power implies, these symbols cover both hydraulic and pneumatic components. Any exceptions are noted.

Read more about hydraulic symbology in a series from author Josh Cosford.

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