Hydrostatic Transmissions and Actuators - Gustavo Costa - E-Book

Hydrostatic Transmissions and Actuators E-Book

Gustavo Costa

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Beschreibung

Hydrostatic Transmissions and Actuators takes a pedagogical approach and begins with an overview of the subject, providing basic definitions and introducing fundamental concepts. Hydrostatic transmissions and hydrostatic actuators are then examined in more detail with coverage of pumps and motors, hydrostatic solutions to single-rod actuators, energy management and efficiency and dynamic response. Consideration is also given to current and emerging applications of hydrostatic transmissions and actuators in automobiles, mobile equipment, wind turbines, wave energy harvesting and airplanes. End of chapter exercises and real world industrial examples are included throughout and a companion website hosting a solution manual is also available.

Hydrostatic Transmissions and Actuators is an up to date and comprehensive textbook suitable for courses on fluid power systems and technology, and mechatronics systems design.

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Table of Contents

Cover

Title Page

Copyright

Dedication

Preface

For Whom This Book Has Been Written

Book Organization

Acknowledgements

About the Companion Website

Chapter 1: Introduction to Power Transmission

1.1 Transmission Ratio

1.2 Mechanical Transmissions

1.3 Hydraulic Transmissions

1.4 Hydrostatic Transmissions

1.5 Hydromechanical Power-Split Transmissions

1.6 Mechanical and Hydrostatic Actuators

Exercises

References

Chapter 2: Fundamentals of Fluid Flows in Hydrostatic Transmissions

2.1 Fluid Properties

2.2 Fluid Flow in Hydraulic Circuits

Exercises

References

Chapter 3: Hydrostatic Pumps and Motors

3.1 Hydrostatic and Hydrodynamic Pumps and Motors

3.2 Hydrostatic Machine Output

3.3 Hydrostatic Pump and Motor Types

3.4 Energy Losses at Steady-State Operation

3.5 Modelling Pump and Motor Efficiencies

Exercises

References

Chapter 4: Basic Hydrostatic Transmission Design

4.1 General Considerations

4.2 Hydrostatic Transmission Efficiency

4.3 Transmission Output

4.4 Steady-State Design Applications

4.5 External Leakages and Charge Circuit

4.6 Heat Losses and Cooling

Exercises

References

Chapter 5: Dynamic Analysis of Hydrostatic Transmissions

5.1 Introduction

5.2 Modelling and Simulation

Exercises

References

Chapter 6: Hydrostatic Actuators

6.1 Introductory Concepts

6.2 Hydrostatic Actuator Circuits

6.3 Common Pressure Rail and Hydraulic Transformers

Exercises

References

Chapter 7: Dynamic Analysis of Hydrostatic Actuators

7.1 Introduction

7.2 Mathematical Model

7.3 Case Study

Exercises

References

Chapter 8: Practical Applications

8.1 Infinitely Variable Transmissions in Vehicles

8.2 Heavy Mobile Equipment

8.3 Hybrid Vehicles

8.4 Wind Turbines

8.5 Wave Energy Extraction

8.6 Aeronautical Applications

References

Appendix A: Hydraulic Symbols

Appendix B: Mathematics Review

B.1 The

Nabla

Operator ()

B.2 Ordinary Differential Equations (ODEs)

References

Appendix C: Fluid Dynamics Equations

C.1 Introduction

C.2 Fluid Stresses and Distortion Rates

C.3 Differential Fluid Dynamics Equations

C.4 Control Volume Analysis

References

Index

End User License Agreement

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Guide

Cover

Table of Contents

Begin Reading

List of Illustrations

Chapter 1: Introduction to Power Transmission

Figure 1.1 Typical situation requiring a power transmission

Figure 1.2 Classification of power transmissions according to the transmission ratio

Figure 1.3 Train of friction discs

Figure 1.4 Schematic representation of a two-speed sequential gearbox

Figure 1.5 Sequential gearbox

Figure 1.6 Schematic representation of a planetary gearbox

Figure 1.7 In-line planetary gear reducer 3:1-10:1 | AE series (courtesy of Apex Dynamics, USA)

Figure 1.8 Two engaging gears (only one tooth profile per gear is shown)

Figure 1.9 Basic continuously variable transmission

Figure 1.10 Transmission ratio in a mechanical IVT

Figure 1.11 Schematic representation of a toroidal CVT

Figure 1.12 Toroidal power-split IVT [7]

Figure 1.13 Combination of a toroidal CVT and a gearbox

Figure 1.14 Continuously variable transmission with conic pulleys: (a) Case 1 – and (b) Case 2 –

Figure 1.15 Variable diameter CVT (courtesy of Jatco Ltd)

Figure 1.16 Schematic representation of a hydraulic transmission

Figure 1.17 Torque converter: (a) schematic diagram and (b) exploded view (courtesy of BD Diesel Performance)

Figure 1.18 Operational principle of hydrostatic pumps and motors (left: pump and right: motor)

Figure 1.19 External gear-type hydrostatic pump (courtesy of Parker-Hannifin Corp.)

Figure 1.20 Pressure rise in the pump–motor conduit

Figure 1.21 Two different ways of controlling the pump output flow: (a) variable-speed prime mover and (b) variable-displacement pump

Figure 1.22 Pump output flow and displacement

Figure 1.23 Pump output flow and variable prime mover speed

Figure 1.24 Motor output flow and displacement

Figure 1.25 Pressure in a hydrostatic transmission with a variable-displacement motor

Figure 1.26 Pressure relief valve: (a) picture, (b) operational principle and (c) ISO representation

Figure 1.27 Pressure overshoot attenuation using relief valves

Figure 1.28 ISO Representation of the hydrostatic transmission shown in Figure 1.27

Figure 1.29 Charge circuit in a hydrostatic transmission

Figure 1.30 Check valve (spring loaded and standard): (a) picture, (b) operational principles and (c) ISO representations

Figure 1.31 ISO representation of a hydrostatic transmission with charge circuit

Figure 1.32 Schematics of typical accumulators: (a) weight-loaded accumulator, (b) spring-loaded accumulator and (c) gas-loaded membrane (diaphragm) accumulator

Figure 1.33 Oil pressure,

p

, as a function of time during the accumulator discharge

Figure 1.34 Gas-loaded membrane accumulator: (a) picture, (b) operational principle and (c) ISO representation of the corresponding hydraulic circuit

Figure 1.35 Energy storage (a) and regeneration (b) using hydraulic accumulators

Figure 1.36 Classification of hydrostatic drives

Figure 1.37 Transmission ratio for a variable-displacement pump and fixed-displacement motor transmission

Figure 1.38 Power, speed and torque output for a variable-displacement pump and fixed-displacement motor transmission for a constant load at the motor

Figure 1.39 Transmission ratio for a fixed-displacement pump and variable-displacement motor transmission

Figure 1.40 Power, speed and torque output for a fixed-displacement pump and variable-displacement motor transmission

Figure 1.41 Transmission ratio for a variable-displacement motor and variable-displacement pump transmission

Figure 1.42 Compact unit transmission configurations and picture of a Z-shaped hydrostatic transmission (courtesy of Danfoss Power Solutions)

Figure 1.43 Closed-circuit transmission

Figure 1.44 Open-circuit hydrostatic transmission

Figure 1.45 Counterbalance valve as a means of decelerating the motor

Figure 1.46 Power flow in a hydrostatic transmission

Figure 1.47 Power flow in a typical HMT

Figure 1.48 Typical architectures for an (a) input-coupled HMT, (b) output-coupled HMT and (c) compound-type HMT

Figure 1.49 Input-coupled transmission

Figure 1.50 Forces acting on the sun gear shaft and the planet gear

Figure 1.51 Power relation in a 100% efficient input-coupled HMT

Figure 1.52 Energy flow (regions A and B in Figure 1.51): (a) region A, (b) region B and (c) lockup point

Figure 1.53 Energy flow (region C in Figure 1.51): (a) 0 <

R

T

< R

TL

and (b)

R

T

→ 0

+

Figure 1.54 Energy flow (region D in Figure 1.51): (a)

R

T

→ 0

and (b)

R

T

< 0

Figure 1.55 Simple mechanical actuator

Figure 1.56 A screw-type mechanical actuator

Figure 1.57 Displacement-controlled and electrohydrostatic actuators: (a) displacement-controlled actuator and (b) electrohydrostatic actuator

Figure 1.58 Example of a valve-controlled actuator

Figure 1.59 ISO representation of the hydraulic circuit shown in Figure 1.58

Figure 1.60 Double-rod hydrostatic actuator

Figure 1.61 Two-cylinder actuator system

Figure 1.62 Two-speed gearbox

Figure 1.63 Dual-motor circuit

Chapter 2: Fundamentals of Fluid Flows in Hydrostatic Transmissions

Figure 2.1 Viscous flow between two plates caused by fluid dragging

Figure 2.2 Effect of the oil viscosity on the pump performance

Figure 2.3 Mass of fluid under compression

Figure 2.4 Presence of air and volumetric deformation in hydraulic conduits

Figure 2.5 Effective bulk modulus as a function of the gauge pressure in the presence of entrapped air for different percentages of

V

G

/

V

Figure 2.6 Thick-walled tube under internal pressure

Figure 2.7 Volumetric dilatation as a function of the inner pressure for different nominal diameters (DNs) of hydraulic hoses (reproduced courtesy of Contitech AG)

Figure 2.8 Accumulator in the circuit

Figure 2.9 Effective bulk modulus in the presence of a hydraulic accumulator

Figure 2.10 Force transmission in a conduit for an incompressible fluid (a) and a compressible fluid (b)

Figure 2.11 Compressibility flowrate

Figure 2.12 Laminar (a) and turbulent (b) flows between two parallel plates

Figure 2.13 Laminar flow inside a cylindrical conduit

Figure 2.14 Orifice flow

Figure 2.15 Vane pump model

Figure 2.16 Difference between a flow developed between infinitely parallel plates (a) and a flow developed between limited parallel plates (b)

Figure 2.17 Fluidic friction

Figure 2.18 Flow between two concentric cylinders

Figure 2.19 Leakage in a hydraulic cylinder

Chapter 3: Hydrostatic Pumps and Motors

Figure 3.1 Single-piston hydrostatic pump: (a) output port open and (b) output port closed

Figure 3.2 Typical hydrodynamic pump: (a) output port open and (b) output port closed

Figure 3.3 Single-piston hydrostatic motor

:

(a) unlocked shaft and (b) locked shaft

Figure 3.4 Hydrodynamic motor (turbine): (a) unlocked shaft and (b) locked shaft

Figure 3.5 Variable-displacement pump at (a) maximum and (b) minimum displacement

Figure 3.6 Single-piston pump: (a) suction and (b) discharge

Figure 3.7 (a) Displacement chamber flow and (b) output flow

Figure 3.8 Three piston pumps operating in parallel

Figure 3.9 Displacement chamber flow (a) and output flow (b) for the three-piston pump illustrated in Figure 3.8

Figure 3.10 Output flow for five and six pistons in parallel

Figure 3.11 Influence of leakages on the output flow

Figure 3.12 Influence of fluid compressibility on the output flow

Figure 3.13 Operation with an (a) inviscid and incompressible fluid in contrast with a (b) viscous and compressible fluid

Figure 3.14 Single-piston motor: (a) motoring mode and (b) discharge mode

Figure 3.15 Geometry details of the crank-and-piston mechanism

Figure 3.16 Torque output as a function of the crank angle for a complete revolution (single piston)

Figure 3.17 Torque output as a function of the crank angle for a complete revolution (multiple pistons)

Figure 3.18 Schematic representation (a) and picture (b) of a radial piston pump (part b is a courtesy of Bosch-Rexroth Corp.)

Figure 3.19 Schematic representation (a) and picture (b) of a radial piston motor with an eccentric shaft (part b is a courtesy of Bosch-Rexroth Corp.)

Figure 3.20 Schematic representation (a) and picture (b) of a radial piston motor with an outer stroke ring (courtesy of Bosch-Rexroth Corp.)

Figure 3.21 Axial piston arrangement of the cylinders

Figure 3.22 Schematic representation and picture (courtesy of Parker-Hannifin Corp.) of a swashplate pump

Figure 3.23 Port plate (a) and commutation loss (b)

Figure 3.24 Forces acting on the swashplate pump piston

Figure 3.25 Schematic representation of the swashplate motor

Figure 3.26 Schematic representation (a) and picture (b) of a typical bent-axis motor (part b is a courtesy of Danfoss Power Solutions)

Figure 3.27 Forces acting on the bent-axis motor piston

Figure 3.28 Schematic representation (a) and picture (b) of a floating-cup pump (part b is a courtesy of Innas B.V.)

Figure 3.29 External gear pump

Figure 3.30 Torque generation on an external gear motor

Figure 3.31 Gerotor pump

Figure 3.32 Gerotor motor

Figure 3.33 Vane pump

Figure 3.34 Vane motor

Figure 3.35 Schematic representation of a digital displacement pump

Figure 3.36 Example of a digitally controlled output flow

Figure 3.37 Digital output flow control

Figure 3.38 Energy balance in a generic hydrostatic motor (a) and pump (b)

Figure 3.39 Typical volumetric efficiency curves: (a) bent-axis pump/motor (reproduced courtesy of Parker-Hannifin Corp.); (b, c) axial piston pump and motor (reproduced courtesy of Danfoss Power Solutions)

Figure 3.40 Input flow as a function of the angular speed for an external gear motor (reproduced courtesy of Bosch-Rexroth Corp.)

Figure 3.41 Overall efficiency level curves for the Sauer-Danfoss series 40 axial piston pump (reproduced courtesy of Danfoss Power Solutions)

Figure 3.42 Typical volumetric efficiency curves for a hydrostatic pump/motor

Figure 3.43 Linear interpolation of based on the relative pressure differential

Figure 3.44 Data selection on the volumetric efficiency curves for the Sauer-Danfoss series 40 (a) pump and (b) motor

Figure 3.45 Comparison between the constant coefficient model (solid curves) and the experimental data (dashed curves) for (a) pumps and (b) motors

Figure 3.46 Extrapolated efficiency curves and comparison between the theoretical model (solid curves) and the experimental data (dashed curves) for (a) pumps and (b) motors

Figure 3.47 Extrapolation of the volumetric efficiency values for low relative speeds of the (a) pump and the (b) motor

Figure 3.48 Data selection on the overall efficiency curves for the pump and motor represented in Figure 3.39(b) and (c), respectively

Figure 3.49 Comparison between the theoretical overall efficiency (solid curves) and the experimental data (dotted curves) for (a) pumps and (b) motors

Figure 3.50 Comparison between the theoretical overall efficiency (solid curves) and the experimental data (dotted curves) for pumps

Figure 3.51 Mechanical efficiencies for the (a) pumps and the (b) motors represented by Figure 3.39(a) and (b)

Figure 3.52 Single piston on an inclined surface

Figure 3.53 Single-piston pump

Chapter 4: Basic Hydrostatic Transmission Design

Figure 4.1 Motor speed control using the (a) pump displacement and the (b) motor displacement

Figure 4.2 Mechanical and volumetric losses in a hydrostatic transmission

Figure 4.3 Flows in a typical hydrostatic transmission

Figure 4.4 Typical ways to connect a pump and a motor in a transmission: (a) metal tubes and (b) flexible hoses (only one branch of the circuit is shown)

Figure 4.5 Typical tube fitting

Figure 4.6 Typical hose fitting

Figure 4.7 Typical quick-disconnect coupling (a) disconnected socket and plug, (b) connected coupling and (c) picture

Figure 4.8 Typical pressure drop chart for a quick coupling with an ½ in. inner diameter (reproduced courtesy of RYCO Hydraulics Pty. Ltd.)

Figure 4.9 Equivalent length ratio for conduits at 90° bends

Figure 4.10 Views of the M25PV pump (a) and M25MF motor (b) showing the input and output ports A and B (courtesy of Danfoss Power Solutions)

Figure 4.11 Details of a 7/8-14 SAE J514 O-ring tube-case male fitting (courtesy of HY-LOK Corporation)

Figure 4.12 Example of metal tube lines in a hydrostatic transmission

Figure 4.13 Conduit efficiency of the circuit shown in Figure 4.12 as a function of the flow,

q

c

, for some selected pressure differentials

Figure 4.14 Pump and motor connected by long flexible hoses

Figure 4.15 Conduit efficiency as a function of the flow,

q

c

, for some selected pressure differentials considering a 20 m long hose connection

Figure 4.16 Conduit efficiency as a function of the flow,

q

c

, for some selected pressure differentials using quick-disconnecting hoses

Figure 4.17 Hydrostatic transmission applied to an elevator

Figure 4.18 Effect of the volumetric losses on the output speed (rpm) at 170 bar (

D

p

in cm

3

/rev)

Figure 4.19 Overall efficiencies of the pump, motor and transmission at 170 bar as a function of the pump displacement,

D

p

(cm

3

/rev)

Figure 4.20 Input torque,

T

p

(Nm), as a function of the pump displacement,

D

p

(cm

3

/rev)

Figure 4.21 Power at the pump and motor, (kW), as a function of the pump displacement,

D

p

(cm

3

/rev)

Figure 4.22 Transmission efficiency for (a) different pressure differentials and a constant prime mover speed and (b) different prime mover speeds and a constant pressure differential

Figure 4.23 Variable input speed/constant output speed transmission

Figure 4.24 Input torque,

T

p

(Nm), and speed, ω

p

(rpm), as a function of the input power, (kW)

Figure 4.25 Input speed,

ω

p

(rpm) as a function of the motor displacement,

D

m

(cm

3

/rev) for different volumetric efficiencies

Figure 4.26 Conduit flow,

q

c

(l/min), as a function of the motor displacement,

D

m

(cm

3

/rev), for different volumetric efficiencies

Figure 4.27 Transmission efficiencies η

C

, η

p

, η

m

and η

HT

as a function of the motor displacement,

D

m

(cm

3

/rev)

Figure 4.28 Variation of the overall efficiency of the transmission, η

HT

, with the motor displacement,

D

m

(cm

3

/rev) for different conduit efficiencies

Figure 4.29 Volumetric and mechanical efficiencies of the motor, η

v

m

and η

m

m

, as a function of the displacement,

D

m

(cm

3

/rev)

Figure 4.30 Power output, (kW), as a function of the motor displacement,

D

m

(cm

3

/rev) for different transmission efficiencies

Figure 4.31 Charge pump displacement,

D

cp

(cm

3

/rev) as a function of the main pump displacement,

D

p

(cm

3

/rev), for the elevator in Case Study 1

Figure 4.32 Typical hydrostatic transmission (courtesy of Danfoss Power Solutions)

Figure 4.33 Ratio between the heat losses and the power input relative to (a) Case Study 1 and (b) Case Study 2 (

D

p

and

D

m

in cm

3

/rev)

Figure 4.34 Ratio between the heat losses and the maximum power input relative to (a) Case Study 1 and (b) Case Study 2 (

D

p

and

D

m

in cm

3

/rev)

Figure 4.35 Hydrostatic transmission equipped with a flushing valve module (LF)

Figure 4.36 Pump and motor displacement variation in time

Chapter 5: Dynamic Analysis of Hydrostatic Transmissions

Figure 5.1 Hydraulic motor connected to a load

Figure 5.2 Typical behaviours of the pressure differential during a transient

Figure 5.3 Acceleration valves in the circuit

Figure 5.4 Phase angle of the

i

th piston in an axial piston pump

Figure 5.5 Instantaneous angular speed and pressure differential in a typical hydraulic motor connected to a hydrostatic pump

Figure 5.6 Pressure and speed in circuit with a compressible fluid

Figure 5.7 Speed and pressure versus time: (a) undamped mode and (b) damped mode

Figure 5.8 Periodic input signal and resonance

Figure 5.9 Beating

Figure 5.10 Schematic representation of a (a) passive mass–spring damper and an (b) active piezoelectric damper

Figure 5.11 Simplified transmission model

Figure 5.12 Volumetric circuit flows

Figure 5.13 Variation of the coefficient

K

(l/(min bar)) with the motor speed,

ω

m

(rpm)

Figure 5.14 Pressure differential (bar) and motor speed (rpm) as functions of time

Figure 5.15 Pressure differential (bar) and motor speed (rpm) as functions of time (undamped case)

Figure 5.16 Effect of damping factor on the pressure differential (bar) and motor speed (rpm)

Figure 5.17 Influence of the load's inertia on the motor speed (rpm) and pressure differential between conduits (bar)

Figure 5.18 Pressure differential (bar) and motor speed (rpm) considering a 50% reduction in the effective bulk modulus

Figure 5.19 Pump flow versus time

Figure 5.20 Output flow for a constant pump speed and a variable number of cylinders

Figure 5.21 Pressure differential (a) and motor speed (b) for different values of the constant

h

Figure 5.22 Variation of the motor speed with time: (a) resonant and (b) non-resonant case

Figure 5.23 Circuit without energy losses: (a) resonant and (b) non-resonant case

Figure 5.24 Beating phenomenon

Chapter 6: Hydrostatic Actuators

Figure 6.1 Sign convention (a) and quadrant operation (b) for a single-rod cylinder

Figure 6.2 Pump-cylinder connection in a double-rod hydrostatic actuator

Figure 6.3 Unmatched flows in a single-rod hydrostatic actuator

Figure 6.4 Dual-pump, open-circuit, displacement-controlled actuator

Figure 6.5 Operation in the first and second quadrants

Figure 6.6 Operation in the third and fourth quadrants

Figure 6.7 Dual-pump, closed-circuit, displacement-controlled actuator

Figure 6.8 Operation in the first and second quadrants

Figure 6.9 Operation in the third and fourth quadrants

Figure 6.10 Dual-pump electrohydrostatic actuator with accumulators: (a) cylinder extension and (b) cylinder retraction

Figure 6.11 Operation in the first and the third quadrants

Figure 6.12 Operation in the second and fourth quadrants

Figure 6.13 Circuit with a hydraulic transformer: (a) cylinder extension and (b) cylinder retraction

Figure 6.14 Operation in the first and second quadrants

Figure 6.15 Operation in the second and fourth quadrants

Figure 6.16 Circuit correction to account for external leakages (use of a variable-displacement pump in the hydraulic transformer)

Figure 6.17 Single-pump circuit with a directional valve: (a) cylinder extension and (b) cylinder retraction

Figure 6.18 Operation in the first and third quadrants

Figure 6.19 Operation in the second quadrant: (a) incorrect circuit configuration and (b) correct circuit configuration

Figure 6.20 Operation in the fourth quadrant: (a) incorrect circuit configuration and (b) correct circuit configuration

Figure 6.21 Single-pump circuit with pilot-operated check valves

Figure 6.22 Operation in the first quadrant

Figure 6.23 Operation in the third quadrant

Figure 6.24 Operation in the second quadrant

Figure 6.25 Operation in the fourth quadrant

Figure 6.26 Single-pump circuit with pilot-operated check valves and an accumulator

Figure 6.27 Operation in the first and second quadrants (accumulator discharge)

Figure 6.28 Operation in the third and fourth quadrants (accumulator charge)

Figure 6.29 Two cylinders sharing one charge pump

Figure 6.30 Single-pump circuit with inline check valves

Figure 6.31 Operation in the first and third quadrants

Figure 6.32 Operation in the second quadrant

Figure 6.33 Operation in the fourth quadrant

Figure 6.34 Energy storage circuit

Figure 6.35 Operation of the energy storage circuit: (a) storage, (b) and (c) regeneration, (d) discharge

Figure 6.36 Bypass mode operation

Figure 6.37 Regenerative displacement-controlled actuator with pilot-operated check valves

Figure 6.38 Operation in the first and third quadrants

Figure 6.39 Operation in the second and fourth quadrants

Figure 6.40 Energy reuse in the first and third quadrants

Figure 6.41 Operation in the second and fourth quadrants of a regenerative actuator with a directional valve

Figure 6.42 Holding a force

F

against an obstacle during the first quadrant

Figure 6.43 Double-rod actuator

Figure 6.44 Operation in the first quadrant

Figure 6.45 Operation in the second quadrant

Figure 6.46 Common pressure rail concept in a pneumatic circuit

Figure 6.47 Common pressure rail

Figure 6.48 Common pressure rail with valve-controlled actuators

Figure 6.49 Operation in the first quadrant of a cylinder connected to the pressure rails by means of a dual-pump hydraulic transformer

Figure 6.50 Cylinder control with a conventional (two-quadrant) hydraulic transformer operating in the first and third quadrants

Figure 6.51 Cylinder control with a conventional hydraulic transformer operating in the second and fourth quadrants

Figure 6.52 (a) Innas IHT prototype (courtesy of Innas B.V.); (b) IHT symbol in comparison with the conventional hydraulic transformer symbol; (c) cylinder control in a CPR

Chapter 7: Dynamic Analysis of Hydrostatic Actuators

Figure 7.1 Single-rod displacement-controlled actuator

Figure 7.2 Volumetric circuit flows

Figure 7.3 Forces acting on a single-rod hydraulic cylinder

Figure 7.4 Coulomb friction as a function of the cylinder speed

Figure 7.5 Static and slip friction between dry surfaces

Figure 7.6 Viscous friction as a function of the cylinder speed

Figure 7.7 Combined dry, viscous and Stribeck friction

Figure 7.8 Friction model for the hydraulic cylinder

Figure 7.9 Friction force versus cylinder speed

Figure 7.10 Piloted check valve: (a) partially-open during normal operation and (b) fully open during pilot operation

Figure 7.11 Cross-cut of a Bosch-Rexroth SL-type piloted check valve, series 6X (courtesy of Bosch-Rexroth Corp.)

Figure 7.12 Typical pressure versus flow curve in piloted operational mode (reproduced courtesy of Bosch-Rexroth Corp.)

Figure 7.13 Pump output flow

Figure 7.14 Numerical results for the first and fourth quadrants: (a) pump flow,

q

p

, (b) cylinder displacement,

x

, (c) cylinder speed,

v

, (d) pressure in line 1–2,

p

12

, (e) and (f) pressure in line 3–4,

p

34

Figure 7.16 Piloted check-valve flows

Figure 7.15 Numerical results for the second and third quadrants: (a) pump flow,

q

p

, (b) cylinder displacement,

x

, (c) cylinder speed,

v

, (d) pressure in line 1–2,

p

12

, (e) pressure in line 3–4,

p

34

, and (f) piloted check-valve flows,

q

v1

and

q

v2

Figure 7.17 Viscous force between a stationary and a moving plate

Figure 7.18 Viscous force in a cylinder

Figure 7.19 Simplified version of a double-rod actuator

Chapter 8: Practical Applications

Figure 8.1 Schematics of a typical rear-driven vehicle

Figure 8.2 Typical (a) torque and power curves and (b) specific fuel consumption for an internal combustion engine

Figure 8.3 Hydraulic bucket lift: cabin and engine are mounted on a rotary platform (a), and hydraulic motor M is connected to the wheel (b)

Figure 8.4 Wheel loader

Figure 8.5 Hydraulic excavator

Figure 8.6 Hydraulic circuit for a mini-excavator

Figure 8.7 Circuit using hydraulic transformers

Figure 8.8 Hydraulic truck equipped with an energy-regenerative hydrostatic transmission (courtesy of UPS – United Parcel Service)

Figure 8.9 Artemis BMW 350i prototype: (a) dual motor assembly and (b) high-pressure accumulator (courtesy of Artemis Intelligent Power Ltd)

Figure 8.10 Series electric hybrid schematics

Figure 8.11 Parallel electric hybrid schematics

Figure 8.12 Series hydraulic hybrid schematics

Figure 8.13 Parallel hydraulic hybrid schematics

Figure 8.14 Simple series hybrid circuit

Figure 8.15 Operation in normal traction mode: (a) forward, (b) stop, (c) reverse

Figure 8.16 Energy storage modes: (a) energy storage (vehicle stopped), (b) regenerative braking

Figure 8.17 Regeneration mode

Figure 8.18 Dual-pump hydraulic transformers connected to a hydraulic motor with (a) clockwise rotation and (b) counter-clockwise rotation

Figure 8.19 Equivalence between the IHT and the conventional design

Figure 8.20 Innas hybrid scheme

Figure 8.21 Energy flow in an Innas hybrid vehicle

Figure 8.22 An asynchronous electric motor (courtesy of ABB motors)

Figure 8.23 Magnetic field produced by an electric current in a solenoid

Figure 8.24 Rotating magnetic field in a typical stator

Figure 8.25 Asynchronous electric motor: (a) general schematics and (b) rotating coil detail

Figure 8.26 Simple three-phase synchronous generator

Figure 8.27 Permanent magnet synchronous generator (courtesy of The Switch)

Figure 8.28 Power flow in a wind power generator

Figure 8.29 Schematics of the Delft Offshore Turbine

Figure 8.30 A hydrostatic transmission turbine (courtesy of Artemis Intelligent Power Ltd)

Figure 8.31 Wave converter in operation

Figure 8.32 Wave energy extraction

Figure 8.33 Circuit with flow rectifier

Figure 8.34 Circuit operation: (a) buoy ascending; (b) buoy descending

Figure 8.35 Aerodynamic surfaces on a Boeing 767 and details of the elevator and rudder control [37]

Figure 8.36 (a) Compact electrohydrostatic actuator used in the (b) Airbus A380 aeroplane

Figure 8.37 Typical circuit for an aileron EHA

Appendix B: Mathematics Review

Figure B.1 Solutions to the second-order homogeneous ODE with constant coefficients

Figure B.2 Example of a discontinuous function at

t

= 0

Figure B.3 Block diagram representation of a linear differential equation

Appendix C: Fluid Dynamics Equations

Figure C.1 Particle tracking on a flow

Figure C.2 Equilibrium of forces in a fluid element in the

x

-direction

Figure C.3 Strain state of a fluid element in the plane

xy

. (a) Elongation, (b) shearing

Figure C.4 Infinitesimal control volume and mass balance along the

x

-axis

Figure C.5 Force balance in a fluid element in the

x

-direction

Figure C.6 Cartesian and cylindrical coordinates

Figure C.7 Flow through a control volume

Figure C.8 Elementary flow through the area

dS

Figure C.9 Work done by an elementary force,

d

F

, on a moving system

Figure C.10 Ideal flow through a hypothetical tube

List of Tables

Chapter 1: Introduction to Power Transmission

Table 1.1 Transmission ratio range for the power-split transmission

Table 1.2 Non-standard prime mover hydraulic symbols

Chapter 2: Fundamentals of Fluid Flows in Hydrostatic Transmissions

Table 2.1 Absolute and kinematic viscosity units

Table 2.2 ISO viscosity classification of hydraulic fluids

Table 2.3 Standard dimensions and bulk moduli for steel metal tubes

Chapter 3: Hydrostatic Pumps and Motors

Table 3.1 Possible operations for the second cylinder

Table 3.2 Digital displacement sequence for the pump represented in Figure 3.36

Table 3.3 Danfoss series 40 pumps and motors

Table 3.4 Nodal values of the overall efficiencies (Figure 3.48)

Table 3.5 Overall efficiency models for the pumps and motors represented in Figure 3.39

Chapter 4: Basic Hydrostatic Transmission Design

Table 4.1 Typical wall thicknesses (in.) for a seamless stainless steel tube as a function of the outer diameter OD (in.) and (maximum) inner pressure (psi)

Table 4.2 Danfoss series 40 pumps

Table 4.3 Danfoss series 40 motors

Chapter 7: Dynamic Analysis of Hydrostatic Actuators

Table 7.1 Typical experimental data for the friction coefficients and cylinder dimensions [5]

Table 7.2 Data used in the simulations

Table 7.3 Extension and retraction periods used in our simulations

Table 7.4 Values of the parameters

i

and

j

in Eq. (7.39)

Chapter 8: Practical Applications

Table 8.1 Fuel economy improvement for hybrid SUV prototypes (gasoline engine)

Appendix B: Mathematics Review

Table B.1 Some selected Laplace transforms

Hydrostatic Transmissions and Actuators

Operation, Modelling and Applications

Gustavo Koury Costa

Department of Mechanics–Federal Institute of Education, Science and Technology, Recife, Pernambuco, Brazil

 

Nariman Sepehri

Department of Mechanical Engineering–University of Manitoba, Winnipeg, Manitoba, Canada

 

 

This edition first published 2015

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Library of Congress Cataloging-in-Publication Data

Costa, Gustavo K.

Hydrostatic transmissions and actuators / Gustavo K. Costa, Department of Mechanics Federal Institute of Education, Science and Technology, Recife, Pernambuco, Brazil, Nariman Sepehri, Department of Mechanical Engineering--University of Manitoba, Winnipeg, Manitoba, Canada.

pages cm

Includes bibliographical references and index.

ISBN 978-1-118-81879-4 (hardback)

1. Oil hydraulic machinery. 2. Fluid power technology. 3. Hydrostatics. 4. Power transmission. 5. Actuators. I. Sepehri, Nariman. II. Title.

TJ843.C67 2015

620.1′06–dc23

2015022962

A catalogue record for this book is available from the British Library.

ISBN: 9781118818794

To Flávia Maria, my beloved wife

Gustavo Koury Costa

To Aresh, Parisa and Anoush, the joys of my life

Nariman Sepehri

Preface

The need for transmitting mechanical power has always been present in many fields of engineering. Take, for example an automobile where power must be transferred either from the engine to the wheels or from the driver's foot to the wheels during braking. This book focuses on two specific power transfer situations: (a) transmission between two rotating shafts, and (b) transmission between a rotating shaft and a hydraulic actuator. The power-conveying medium, in both cases, is a hydraulic fluid.

For Whom This Book Has Been Written

This book has been written for undergraduate students but will also be useful to practical engineers and junior graduate students who need to have introductory knowledge on the subject of hydrostatic power transmissions and actuation. The pre-requisites for the reader are minimal; no more than a little knowledge about power hydraulics and a basic understanding of calculus and physics are necessary. The book has been constructed in such a way that students do not need to refer other sources of information to understand the text. Every effort has been made to derive most of the equations found in the text. Only a few of the many formulas found in the book do not have a formal development because of either the degree of complexity involved or their straightforward nature. To help solidifying the concepts, we have also included a list of exercises at the end of most chapters.

Book Organization

The book is organized in a way that caters to different audiences with varied backgrounds. For students who do not have a strong foundation in fluid power, this book is best read from cover to cover. On the other hand, a practical engineer who wants to learn how to calculate the efficiency of hydrostatic transmissions, can go straight to Chapters 3 and 4. However, we have made every attempt to follow a logical and progressive way of exposing the theme, having in mind the students who will read the book from the first chapter to the last chapter. In that sense, we have followed an approach whereby the reader obtains a complete overview of the subject matter in the first chapter. And then in subsequent chapters, details are provided so that when the reader arrives to the end of the book, he or she will have acquired a solid and concise knowledge of the exposed themes.

In terms of the subjects explored in each chapter, there is a clear division following the overall exposition given in Chapter 1. From Chapter 2 to Chapter 5, we focus on power transmissions between rotating shafts (hydrostatic transmissions). Chapters 6 and 7 concentrate on hydrostatic actuators. Finally, Chapter 8 focuses on conventional and new applications of both hydrostatic transmissions and actuators.

To ensure practicality, most of the examples in the book use catalogue data from manufacturers. While great care has been taken in the reproduction of illustrations and/or information taken from manufacturers, inadvertent typographical errors or omissions may have occurred. In some particular cases where catalogue data are unavailable, or when it is not strictly necessary to provide this data, we follow a purely theoretical approach in presenting the concepts. The overall idea behind using real catalogue data is to introduce the students to real-world applications as they work through the examples of the book.

In what follows, we briefly describe the subjects covered in every chapter of this book.

Chapter 1 presents an introduction to hydrostatic transmissions and actuators. Since applications now using mechanical power transmissions constitute a potential field for hydrostatic transmission usage, we review the subject of mechanical transmissions first. Hydraulic components are gradually introduced in this chapter.

Chapter 2 reviews some basic definitions and concepts about hydraulics, such as fluid compressibility and viscosity, pressure losses and internal flows in hydraulic circuits.

Chapter 3 focuses on hydrostatic pumps and motors. After exploring the fundamental aspects of pumps and motors in general, a succinct description of some representative models is given. The definition of efficiency takes up a considerable portion of the chapter, given its importance in hydrostatic transmissions. We also explore the basics of digital displacement and floating cup technologies.

Chapter 4 explores the steady-state operation of hydrostatic transmissions. After reading this chapter, the student will be able to create a basic design of a typical hydrostatic transmission.

Chapter 5 complements the steady-state analysis of hydrostatic transmissions carried out in Chapter 4 by exploring the transient regime. In this chapter, the student has the chance to study the oil compressibility effects, introduced in Chapter 2, that occur when the hydrostatic transmission is subject to dynamic loads.

Chapter 6 focuses on the theme of hydrostatic and electrohydrostatic actuators. Several circuit designs are described in detail. The chapter closes with a description of the common pressure rail technology and its relation with hydraulic transformers.

Chapter 7 introduces the dynamic analysis of hydrostatic actuators. A nonlinear analysis is carried out, and the equations describing the model are solved numerically.

Chapter 8 puts together current and potential applications of hydrostatic transmissions and actuators. Each application is described in detail, so that students can have a good knowledge of the benefits and drawbacks of the hydrostatic technology in every case.

Appendix A lists the several ISO hydraulic symbols used in the book.

Appendix B contains the necessary mathematical tools for a complete understanding of the book. Special emphasis is given to the solution of second-order linear differential equations, where the method of the Laplace transform is briefly presented.

Appendix C reviews the basics of fluid dynamics with a special emphasis on the Navier–Stokes equations, which are developed in detail. For students who are not familiar with the theme, this appendix constitutes a sufficient basis for the subjects covered in the book.

Some examples given in this book require a numerical solution. In this case, the reader can find the source code for the corresponding computer programs written in Scilab script language1www.wiley.com/go/costa/hydrostatic. The parts of the book for which a computer script is available have been marked with the download icon .

We have done our best to make the text as clear and rich as possible to the student, and it is our most sincere desire that this book contributes to the understanding and the development of this very important field of fluid power engineering.

 

1

 Scilab is a free programming environment available at

http://www.scilab.org

(April 2014).

Acknowledgements

Primarily, the authors wish to thank the reviewers for their comments during the preparation of this book as they have definitely impacted its quality. This book was conceived during the postdoctoral studies of Gustavo Koury Costa, in the Fluid Power and Telerobotics Research Laboratory at the University of Manitoba, Canada. In this aspect, he is grateful for the support of the University of Manitoba for the post-doctoral position offering and the Federal Institute of Science and Technology of Pernambuco (Brazil) which, together with the Capes Foundation (Brazil), provided the financial aid during his stay in Winnipeg. He also acknowledges the help of Maria Auxiliadora Nicolato from Capes, for her assistance during his stay in Canada; Luciana Lima Monteiro, for her friendship and for the promptness to help with the necessary paperwork in Brazil; Robert and Madeline Blanchard for their warm welcome and support; Paulo Lyra and Carlos Alberto Brayner for helping with the post-doctoral application; and Arthur Fraser, who did not hesitate to fly from Scotland to Winnipeg to visit. Last but not least, he acknowledges the support of the colleagues from the Department of Mechanics of his home institution, who agreed to take over his classes while he was away.

Nariman Sepehri is grateful to the University of Manitoba for providing the infrastructure, Natural Sciences and Engineering Research Council of Canada (NSERC) for providing continuous support of his research in fluid power systems and controls, and all his past and present graduate students from whom he always receives considerable help and education. Finally, both authors are grateful to Shari Klassen of the University of Manitoba for her editorial work and comments on the writing style of this book.

Gustavo Koury Costa

Nariman Sepehri

August 2015

About the Companion Website

This book's companion website www.wiley.com/go/costa/hydrostatic provides you with additional resources to further your understanding, including:

A solutions manual

Scilab scripts

Links to useful web resources

Chapter 1Introduction to Power Transmission

The term power transmission refers to a collection of devices assembled to transmit power from one physical point to another. In this chapter, we describe the most common types of power transmissions and introduce the subject of hydrostatic transmissions and actuators. This chapter is divided into six parts:

Mechanical transmissions

Hydrodynamic transmissions

Hydrostatic transmissions

Hydromechanical transmissions

Mechanical actuators

Hydrostatic actuators

It is important to mention that there are other types of power transmissions. For example, an electricity gridline is a type of power transmission – from the generator to the final user. However, when mechanical energy is involved (kinetic and potential), the aforementioned types are the most representative.

The majority of this chapter deals with the topic ‘transmissions’, with a smaller portion dedicated to ‘actuators’, as actuators can be seen as a special type of hydrostatic transmission where the motor is replaced by a hydraulic cylinder. We start with a basic concept common to both mechanical and hydrostatic transmissions: the transmission ratio.

1.1 Transmission Ratio

1.1.1 Generalities

Figure 1.1 illustrates a typical situation where a power transmission can be applied. The input shaft is rotating with an angular speed and is connected to a prime mover (such as an electric motor or an engine) whose output power is . We connect the input shaft to an output (driven) shaft that must rotate at an angular speed . The angular speed of the driven shaft may be greater or lesser than the angular speed of the input shaft or even have an opposite direction in relation to the input shaft's angular speed.

Figure 1.1 Typical situation requiring a power transmission