Hydraulic System Troubleshooting Guide PDF
Hydraulic System Troubleshooting Guide PDF
Hydraulic System Troubleshooting Guide PDF
TS-Guide_R.doc
Table of Contents
Condensed Table....................................................................................... 1 Expanded Table Valves ............................................................................................. 3 Cylinders ......................................................................................... 3 Boosters .......................................................................................... 4 Fluid Motors .................................................................................... 5 Vane Pumps.................................................................................... 6 Radial Piston Pumps ....................................................................... 9 Hydraulic Systems ........................................................................ 11
TS-Guide_R.doc
Insufficient Power and Torque at the Power Take-offs (pressure too low)
Jerky Cylinder and Motor Movements (variations in pressure and delivery flow)
As 1 A 1 thru 7
As 2 A
Power Take-off either does not turn at all, or - too Slowly (insufficient or no delivery flow) Excessive Operating Temperature
As 1 A 1 thru 7
As 2 A
1. with variable pumps, the control system is defective 2. pump defective 3. system conditions affecting the pump control system (DMV, SRV) 4. unsuitable pilot valve 1. internal leakage due to wear 2. pump defective 3. inlet and return lines connected wrong 1. reduction in efficiency due to wear 2. with variable pumps, the control system is defective 3. rotational speed and/or delivery excessive 1. shaft packings or seals on the suction side defective 2. leakage - oil line terminates above fluid level
As 5 B
1. operating pressure set too low 2. internal leakage due to wear 3. dirty or damaged valve seat 4. broken spring 5. unsuitable type (setting range too low) As 6 A 1 & 2 3. excessive length of undamped remote control line 4. unsuitable remote control valve
As 4 B
As 5 B
As 4 E
As 6 B with sequential control: 6. sequence valve setting is too high, or valve is defective 1. constant delivery flow is too high 2. unsuitable valve type (ID too small) 3. pressure setting too high 4. response time too long
1. suction line leaks 2. fluid level too low 3. wrongly designed reservoir
1. return terminates above fluid level 2. vortex effect due to wrongly laid lines 1. elasticity of hoses excessive 2. lines not bled As 4 A 5. the line system storage volume is excessive
G H
Cylinder Runs On Line Shocks when Switching Takes Place Pump Switches on and off too Often 1. pump defective 2. in the case of accumulator installation, the pump is too small
lines loose
1. switches too quickly 2. restrictors or orifices damaged Sequence valve or shut off valve has wrong setting
TS-Guide_R.doc
Printed 5/9/02
Condensed Table - Causes of Trouble and Their Effects in Hydraulic Installations (continued)
Source of Trouble, Effects A Excessive Noises 7 Flow Control Valves 1. valve oscillates and excites the other control elements to oscillation 2. flow noises 3. as 3 A 7 8 Directional Control Valves 1. valve chatters, due to defective solenoid, or the voltage is too low 2. valve defective due to dirt or wear 3. through flow excessive 4. pilot pressure variations 5. on valves w/adjustable damping, the adjustment has not been carried out 6. check the electrical controls 1. wrong switched position (e.g. pressureless circulation does not switch off) 2. solenoid defective 3. internal leakage due to wear 4. excessive flow speeds 5. spool jams As 8 A 9 Fluid 1. cavitation problems because: a) fluid level too low b) viscosity too high (temperature too low) 2. fluid contaminated and dirty, leading to damage and blockage of equipment 3. fluid foams 1. viscosity too low, excessive leakages 2. viscosity too high, excessive flow resistance 3. fluid foams 10 Drive (cylinder, motor, etc.) 1. wear of running surfaces 2. as 3 A 7 11 Others
Insufficient Power and Torque at the Power Take-offs (pressure too low)
1. internal leakages (e.g. cylinder packing is worn) 2. refer to 10 A 3. excessive internal friction (low efficiency)
1. in the case of pressure controls, there is a defect in the open-loop (or closed-loop) control circuit) 2. display instruments defective
Jerky Cylinder and Motor Movements (variations in pressure and delivery flow)
1. valve dirty 2. As 7 A 1
Power Take-off either does not turn at all, or - too Slowly (insufficient or no delivery flow) Excessive Operating Temperature
1. through flow set too low 2. unsuitable type(setting range too low) 3. valve blocked (dirt) 1. through flow set too low (excessive pump delivery through pressure relief valve) 2. valve defective
As 8 B 5. spool sticking 6. manually operated valves (cocks) not in through flow position 1. leakage losses too high 2. pressure circulation fails to switch on 3. spool sticking
As 9 B
1. Stick-slip effect due to the friction of the cylinder packings being too high. 2. operating below lower limit of motor speed As 10 B 4. power take-off blocked (.g. piston seizure)
As 9 B
1. losses in efficiency due to wear 2. internal friction too high (poor level of efficiency) 3. internal leakage losses
1. conditions for starting not fulfilled (pump control system defective) 2. electrical in-line open circuit (plug in connections) 3. signaling elements (e.g. pressure switch wrongly set or defective, limit switch not contacted 1. cooling performance of the assembly (or installation) insufficient in relation to the installed power or the operating time. 2. pressureless circulation not provided (or does not switch on) during long working breaks (with pump still running) 3. insufficient hydraulic fluid in the installation 4. coolant valve fails to switch 5. thermostat set too high 6. coolant not switched on or no coolant available, an defective 7. coolant temperature too high 8. surrounding temperature too high 9. deposits in radiator 10. insufficient heat dissipation due to noise reduction measures 1. pilot controlled check valve fails to close immediately because: a) seat is dirty or damaged b) technical switching fault 2. limit switch fails to switch in accumulator installations, throttles have not been fitted in front of the switching valves
F G
Unsuitable make 1. switching time set too low 2. defective solenoid cause leakage in valve 3. valve dirty 1. switching time set too fast 2. unsuitable type (opening crosssection changes too quickly) 1. internal leakages 2. faulty bleeding
in installations w/accumulators, 1. the gas precharge too low 2. bladder (diaphragm) defective 3. pressure switch set incorrectly
TS-Guide_R.doc
Printed 5-9-02
VALVES
TROUBLE 1. VALVE SPOOL RESPONSE SLUGGISH 2. 3. 4. 5. 1. 2. VALVE SPOOL FAILS TO MOVE 3. 4. 5. 6. CAUSE Dirt in system Restricted drain Pilot pressure low Malfunctions of solenoids Distortion of valve body Dirt in system Blocked drain Pilot pressure off Solenoids inoperative Distortion Improper re-assembly after overhaul Improper installation connections Improper assembly of valves Spool installed backwards 1. 2. 3. 4. 5. 1. 2. 3. 4. 5. 6.
Expanded Table
REMEDY Drain and flush system. Disassemble and clean, if necessary. Small fittings or pipe. Check pilot pressure system. Check for proper source voltage and frequency. Remove solenoid and check fields. Align body and piping to remove strains. Disassemble, clean, and flush. Inspect for plugs or foreign matter. Check source of pilot pressure. Check electrical source and solenoid fields. Align body and piping to remove strains. Use parts drawing to check proper assembly.
1. 2. 3.
1. 2. 3.
Check installation drawings. Check parts and drawings. Reverse spool end for end.
CYLINDERS
TROUBLE 1. CAUSE Valves sticking or binding 1. REMEDY Check for dirt or gummy deposit. Check for contamination of oil. Check for air in system. Check for worn parts. Excessive wear may be due to oil contamination. Check for dirt, gummy deposits or air leaks as above. Check for misalignment, worn parts or defective packing. Viscosity of oil too high or pour point too high at starting temperature. Change to oil with lower viscosity or better viscosity index and lower pour point. An immersion heater placed in the oil may help under severe cold conditions. Control line may be too small, or metering choke valve not working properly. Repair or replace worn parts and loose packing. Check oil to see that viscosity is not too low. Check for excessive contamination or wear. Bleed air and check for leaks. Check to see that oil intake is well below surface of oil in reservoir. Check pump packing and line connections on intake side by pouring hydraulic oil over suspected leak. If noise stops, the leak has been located. Tighten joints or change packing or gaskets where necessary.
2. 3. ERRATIC ACTION 4. 5.
2. 3.
4. 5.
6.
Air in system
6.
TS-Guide_R.doc
Printed 5-9-02
BOOSTERS
TROUBLE 1. 2. 3. CAUSE Sequence valve set too high Valve closed between pump and booster Valve closed between booster exhaust and reservoir Pump not delivering oil or developing insufficient pressure Orifice at ends of control spool plugged with foreign matter Pilot ram or pilot piston are tight or sticking 1. 2. 3.
Expanded Table
REMEDY Back off pressure adjusting screw of sequence valve until booster starts to operate. Carefully check piping and valving. Remove all valving from this line unless the function and operation of such valving is thoroughly understood. See pump trouble chart. Remove pipe plugs on both ends of booster body and clean orifice with air or wire. Remove plugs outside pilot pistons on each end of booster. Check tightness of rams and pistons with 3/16 cap screw. Look for dirt or chips. Dress with crocus cloth if necessary. Remove one or both heads as necessary for inspection. Renew main piston if badly scored by foreign matter. Whenever the heads are removed from the booster, the head gaskets and the high pressure seal between the head and the booster body must be replaced with new ones. Inspect the four check valve assemblies for damage. When reassembling, do not force spring seat into place too hard. See section entitled Booster Not Operating. See section entitled Booster Operating Rapidly and Continuously. Booster pressure will be in proportion to pump pressure according to ratio stamped on booster. Adjust pump to desired pressure. Inspect exhaust line for restriction. Should be 1 standard pipe area to reservoir. Remove any valves in this line unless function is thoroughly understood. Pressure drop between pump and booster will affect apparent booster ration. A small hole drilled in disc of resistance valve, if used, will allow proper pressure ratio at end of cylinder stroke.
4. 5. 6.
7.
7.
8.
8.
Booster not operating Excessive leakage of high pressure Pump pressure not adjusted properly
1. 2. 3.
4.
4.
5.
5.
TS-Guide_R.doc
Printed 5-9-02
BOOSTERS (cont.)
TROUBLE 1. CAUSE Incorrect valving in circuit 1.
Expanded Table
REMEDY See circuit drawing for typical booster circuit. Sequence and check valves or adequate substitutes are usually essential in most booster circuits. Tighten pressure adjusting screw sufficiently to prevent booster from operating. With correct pump pressure adjustment, and with operating cylinder at end of stroke, back off adjusting screw until booster operates. Locate point of leakage by isolating high pressure in separate pieces of equipment.
2.
3.
Excessive leakage of high pressure in valves between booster and cylinder or in cylinder packing Excessive leakage of high pressure within booster
3.
4.
4.
Isolate booster to verify source of trouble. Tighten head bolts. Lap or replace four high pressure check valves as needed. If trouble continues, remove heads and inspect ram for scoring. Replace ram and O ring assemblies with new parts if needed. Replace rings on small ram. Excessive force may cause spring seat to buckle, jamming check valve.
FLUID MOTORS
TROUBLE CAUSE REMEDY
1. Incorrect piping between control valve and motor 1. System overload relief valve adjustment not set high enough 2. Relief valve sticking open
1. Check system pressure and reset relief valve. 2. Remove dirt under pressure adjustment ball or piston. 3. Directional control valve may be in open center neutral or other return line unintentionally open. Repair or replace valve. 4. Remove motor and check torque requirement of driven shaft. 5. Check pump delivery and pressure. 6. Adjust pump yoke angle by means of hand wheel. 1. Replace (if drain line required, it must be piped directly to reservoir).
3. Free recirculation of oil to reservoir being allowed through system 4. Driven mechanism binding because of misalignment 5. Pump not delivering sufficient pressure or volume 6. Motor yoke not set at proper angle (on adjustable motors)
1. Gaskets leaking (may be due to reservoir drain not being connected if this is required). Printed 5-9-02
VANE PUMPS
TROUBLE 1. 2. 3. 4. 5. 6. 7. CAUSE Wrong direction of pump rotation Low oil level Wrong type of oil Pump running too fast Coupling misalignment Reservoir not vented Air leak in suction line. Air leak in case drain line. Air leak around shaft packing Restricted flow through suction piping Air bound pump 1. 2. 3. 4. 5. 6. 7. REMEDY
Expanded Table
Observe arrow on pump case. Direction of rotation must correspond. Fill reservoir so that surface of oil is well above end of suction line during all of work cycle. Use a good, clean hydraulic oil having the viscosity in accordance with recommendations. Reduce speed. Speeds above rating are harmful and cause early failure of pumps. Refer to pump ratings. Re-align pump and motor accurately. Align to within 0.005 total indicator reading. Vent reservoir through air filter to allow breathing action for fluctuating oil level. Pour hydraulic oil on joints and around shaft while listening for change in sound of operation. Tighten as required. Check suction piping and fittings to make sure full size is used throughout. Make sure suction line is not plugged with rags or other foreign material. Avoid excessively long suction lines. Air is locked in pumping chamber and has no way to escape. Stop pump immediately. Before restarting, partially open pressure line or install special bypass line back to tank so that air can pass out of the pump.
8.
9.
9.
10. Slip line (case drain) does not terminate below oil level 11. Worn pressure ring
10. Extend slip line piping so that it terminates below the oil surface when oil is at its lowest level during any one machine cycle. 11. Replace. This condition caused by hot, thin, dirty oil or no oil at all. An air bound condition (#9 above) will also contribute to the worn pressure ring. 12. Clean filter or strainer. Calculate required size and add 100% to allow for partial blocking by dirt. 13. Provide reservoir with baffles. All return lines to reservoir must be below oil surface, and on opposite side of the baffle from intake lines. 14. Remove cover assembly and check rotor and vanes for presence of metal chips or sticky oil. Some pump models have chamfered edges on the vanes. See pump drawings for proper installation. 15. A check valve must be placed in the discharge line of the pump which has the lowest pressure to prevent back flow and surging. This check valve must also be present if an accumulator is in the discharge line. 16. Air must be allowed to circulate in the reservoir. Clean and/or replace breather. 17. Replace.
TS-Guide_R.doc
Printed 5-9-02
Expanded Table
REMEDY Reduce pump pressure to minimum required for installation. Remove relief valve. Relief valves are not required with pumps having spring or hydraulic pressure compensating governor (relief valves create additional heat). Use open center valve, or two-stage pressure compensating governor, when applicable. Install oil cooler. Increase reservoir capacity. Tighten bolts on cover. Add shims between cover and cover plate except on Model K pumps. Remove shims to tighten Model K pumps. Separate the drain and suctions lines by a baffle in the reservoir. Place the drain line in a location where it must travel the farthest distance practical before the oil re-enters the pump. Check progressively through the system for excessive leakage. Relocate power unit, or baffle against radiant heat. Bring level of oil up to recommended point.
3.
3.
4. 5.
6.
Pump drain line too close to pump suction line returning heated oil back into the pump Excessive system leakage through cylinders or valves High ambient or radiant temperature Low oil in reservoir
6.
7. 8. 9.
7. 8. 9.
10. Excessive friction 11. Reservoir too small 12. Restricted or undersize valves on hydraulic lines 1. 2. 3. Pump not delivering oil Pressure adjusting screw not set high enough Pressure being relieved through relief valve Oil bypassing to reservoir Pressure ring sticking Governor piston sticking Defective pressure gauge, gauge line is shut off Vane or vanes stuck in rotor slots Pump running too slowly
10. Internal parts may be too tight. Reshim. 11. Increase size or install auxiliary cooling equipment. 12. Clean valves and piping. Use adequate pipe sizes.
1. 2. 3.
See trouble section headed Pump Not Delivering Oil. Set adjusting screw to obtain desired operating pressure. Remove relief valve. Relief valve is not required with pumps having spring or hydraulic pressure compensating governor feature (relief valves create additional heat). Test circuit pressure progressively. Watch for open-center valves or other valves open to reservoir. See No. 14 under Pump Not Delivering Oil. Inspect governor for dirt or excessive scoring. Install pressure gauge known to be accurate in a line open to pump pressure. Inspect for wedged chips or sticky oil. Check minimum speed recommendations.
4. 5. 6. 7. 8. 9.
4. 5. 6. 7. 8. 9.
TS-Guide_R.doc
Printed 5-9-02
Expanded Table
Tighten adjusting screw three to five turns after spring tension is felt. Observe arrow on pump case or nameplate. Direction of rotation must correspond. Maintain oil level in reservoir well above bottom of suction line at all times. Increase speed. Check minimum speed recommendations to be sure of proper priming. Tighten joints and apply good pipe compound, non-soluble in oil. Thinner oil should be used, per recommendations for given temperatures and service. Turn counterclockwise on Volume Control adjusting screw to increase delivery. Check for open center valves or other controls connected with a tank port. Filters must be cleaned of lint or dirt soon after the unit is first started. Periodic checks should be made as a preventive maintenance precaution.
10. Tighten bolts on pump cover. Add shims between cover and cover plates except on Model K pumps. Remove shims to tighten Model K pumps. 11. Replace broken parts. Check for signs of excessive shock, dirt, foreign material, or other probable causes of failure. 12. Check and replace where required. 13. Check minimum speed recommendations. 14. Loosen bolts on cover to prove theory, or remove governor assembly and volume control assembly and manually check to see if ring is tight. If pump has no volume control assembly, the thrust block may be removed to expose the ring for checking. If ring proves to be tight, reduce number of shims between cover and cover plate except on Model K pump. Add shims to loosen Model K pump. 1. 2. Protect shaft from abrasive dust and foreign material. Replace oil seal assembly. Packing should be eased on shaft carefully avoiding cuts from passing over key way. Re-align pump and motor shafts. Align to within 0.005 total indicator reading. Inspect case drain line for restriction. Should be full pipe size direct to reservoir. See trouble section headed System Excessively Hot.
11. Broken pump shaft or rotor 12. Sheared key at rotor or coupling 13. Pump shaft turning too slowly 14. Pressure ring sticking
Abrasives on pump shaft Packing damaged at installation. Scratched or damaged shaft seal Coupling misalignment Pressure in pump case Oil too hot
3. 4. 5.
3. 4. 5.
TS-Guide_R.doc
Printed 5-9-02
Expanded Table
REMEDY Pump should be dismantled and inspected for dirt or chips. Check governor piston for freeness of movement. See No. 14 under Pump Not Delivering Oil. Make sure clean oil is used. Essential for efficient operation and long life of bearings. Re-align pump and motor shafts. Align to within 0.005 total indicator reading. Reduce operating pressure. Observe maximum rating of operating pressure. See trouble section headed System Excessively Hot (heat breaks down lubricating qualities of hydraulic oil). Typically, pumps are not designed to handle any overhung load or side thrust on the drive shaft. Make provision for outboard bearings to alleviate this condition. Typically, pumps are not designed to handle end thrusts against the drive shaft. Eliminate all end play on electric motors. Couplings should be a slip fit onto the pump shaft. See oil recommendations. Contact your AFS representative for recommendations.
6.
Electric motor shaft end play or driving or hammering coupling on or off pump shaft Incorrect fluid Motor not properly sized for pressure and volume requirements Pump delivering full volume through relief valve Excessive internal slippage in pump Starting pump with full pressure and volume Motor overload protection undersized
6.
7. 1.
7. 1.
2.
2.
Remove relief valve. Relief valve is not required with pumps having spring or hydraulic pressure compensating governor feature (relief valves create additional heat). Tighten bolts on pump cover. Add shims between cover and cover plates except on Model K pumps. Remove shims to tighten Model K pumps. Use motor with higher starting torque or start pump with valve closed so no oil will flow. Install larger capacity unit and bigger heaters.
OVERLOADING MOTOR
3.
3.
4.
4.
5.
5.
6. 7.
6. 7.
Install larger wire leads. Check motor leads for proper voltage connections.
TS-Guide_R.doc
Printed 5-9-02
Expanded Table
REMEDY Pour hydraulic oil on joints and around shaft seal while watching pressure gauge and listening to sound of pump. Steadying of pressure gauge indicates leakage. Replace seal or tighten joints in suction line. Fill reservoir so that surface of oil is well above end of suction line during all of machine cycle. Provide reservoir with baffles. All return lines must be below oil surface and away from intake line. Clean filter. Calculate required size and add 100% for partial blocking by dirt. Check suction piping and fittings to make sure full size is used throughout. Make sure suction line is not plugged with rags or other foreign material. Vent reservoir through air filter. Motor and coupling must be aligned to within 0.005 total indicator reading. Use good, clean hydraulic oil having a viscosity of 60-300 SUS at running temperature. Loosen piston cap while pump is running, allowing oil to free piston. Tighten again after piston is moving freely.
Low oil level in reservoir Air bubbles in intake line Restricted filter Restricted flow through suction line Reservoir not vented Coupling misalignment Wrong type oil Piston hanging up
2. 3. 4. 5.
6. 7. 8. 9.
6. 7. 8. 9.
10. If self-primer is used, rotation must be correct as indicated by arrow. 1. Install unloading device in high pressure line. Unload pump whenever possible. Install heat exchanger of proper size to control temperature of the oil. Use only pressure required to provide satisfactory operation of machine. Check progressively through the system for excessive leakage. Relocate power unit, or baffle against radiant heat.
1.
Pump not unloaded during idle periods of machine operating cycle Insufficient cooling facilities Pressure set too high Excessive system leakage through cylinders or valves High ambient or radiant temperatures Abrasive on pump shaft Packing damaged in installation Excessive inlet pressure Improper fluid Oil too hot
2. 3. 4. 5.
1. 2. 3. 4. 5.
Protect shaft from abrasive dust and foreign material. Replace oil seal. High pressure seal modification must be used. Special seals are needed for synthetic fluids. Seal breaks up at high temperatures. Reduce temperature.
TS-Guide_R.doc
Printed 5-9-02
10
Expanded Table
REMEDY
Make sure clean oil is used. Essential to efficient operation and long life of bearings. See oil recommendations. Do not allow motor shaft to butt up against pump shaft. Allow clearance in coupling. 1,800 rpm is maximum allowable speed. Check and tighten all connections in inlet piping. Back out cylinder sleeves until oil flows freely and pump is free of air. Check gauge for erratic flutter and listen for noise in pump. Check volume of oil that will free flow through inlet line at pump. Check and replace if required. See section on Pump Not Delivering Oil. Relief valve regulates the maximum pressure the pump will put out. Seat may be worn or springs may be broken Test circuit progressively. Watch for open-center valves or other valves open to reservoir. Check progressively through system for excessive leakage.
HYDRAULIC SYSTEMS
TROUBLE 1. EXCESSIVE WEAR 2. 3. CAUSE Abrasive matter in the hydraulic oil being circulated through the pump Viscosity of oil too low at working conditions Sustained high pressure above maximum pump rating or higher than system requirements Drive misalignment Air recirculation causing chatter in system 1. 2. 3. REMEDY Install adequate filter or replace oil more often. Check component minimum viscosity recommendations. Reduce pump pressure to minimum required for installation. Check and correct. Remove air from system.
4. 5.
4. 5.
TS-Guide_R.doc
Printed 5-9-02
11