Showing posts with label Modular Valves. Show all posts
Showing posts with label Modular Valves. Show all posts

Wednesday, February 25, 2015

SG Iron as a replacement for Steel in Hydraulic Manifolds


Article Brief.

With new and innovative materials being developed every year for a plethora of applications, maybe it is time we look past the ago old practice of machining hydraulic manifolds in Steel. While aluminium is a popular replacement, the metal is not desireable for applications over 210 bar (3000 psi). Nodular or SG Iron, especially continually cast, provides the ideal replacement for steel in hydraulic manifolds. Superior surface finish, lower power requirements and easier machinability make it the perfect choice for hydraulic manifold users and manufacturers.


Cast Iron is a material with a history stretching over two and a half millennia. The earliest recorded use of cast iron was in China in the 5th century BC and has since been used in almost every aspect of human life from cookware to cylinders, banisters to bridges and ovens to overhead gantry cranes.

The last century saw many significant changes, both in the production and the material grades. One of these developments is the manufacture of continuously cast irons. This process has seen the development of cast iron from the original low alloy grey/flake irons material through to today’s family of irons including the alloyed Ductile (Spheroidal Graphite or Nodular iron), developed in 1943 by Keith Millis, as an engineering material to meet the demands of ever more challenging environments, and compete with and improve on some steels.

Physical Structure of Ductile Iron
Ductile iron is not a single material but is part of a group of materials which can be produced to have a wide range of properties through control of the microstructure. The common defining characteristic of this group of materials is the shape of the graphite. In ductile irons, the graphite is in the form of nodules rather than flakes as it is in grey iron. The sharp shape of the flakes of graphite create stress concentration points within the metal matrix and the rounded shape of the nodules less so, thus inhibiting the creation of cracks and providing the enhanced ductility that gives the alloy its name. The formation of nodules is achieved by the addition of nodulizing elements, most commonly magnesium (note magnesium boils at 1100°C and iron melts at 1500°C) along with the less common Cerium, Tellurium and Yttrium.

The Process of Continuous Casting

1. The main furnace supplies the metal to one of many refractory lined receivers.
There can be more than one receiver that is supplied by the main furnace. Each receiver, with a capacity of about 8 tons, has one die.

2. The bars are bottom poured and pulled through a graphite die
A starter plug is used to start off the drawing process through the die. The die is kept cool by circulating coolant throughout the process. Eventually, the die will be destroyed completely.

3. Pulling rollers draw out and align the bar throughout cooling
Once the bar starts to take shape, pulling rollers will continue the process of drawing out the bar. To maintain quality, the first few lengths are discarded, but not before undergoing quality checks to find out the composition.

4. A cut-off saw notches the bar for cutting
To make the eventual break off accurate and easy, a notch is made into the bar.

5. The bar is broken into smaller bars of by a break-off ram and anvil
A hydraulic ram cracks the bar into easily manageable sizes for storage and shipping.

6. The entire process is controlled electronically via the datacenter
The nerve centre of the entire operation takes feedback from multiple locations to ensure only the finest quality iron is produced.



Properties of Continuous Cast Ductile Iron
Homogenous Structure:
The close grained structure of Ductile Iron gives excellent machinability, good wear resistance and ability to withstand hydraulic or pneumatic pressures.
Strength and Ductility:
SG/Nodular iron is comparable to most low alloy/free cutting steels in this regard.
Reduced Defects:
Freedom from usual defects associated with other production methods/materials.
Thermal conductivity:
Continuous cast SG Iron bars are recommended for applications in which heat dissipation is the priority, since graphite is an excellent heat conductor.
Lower residual stress:
The core of Continuous cast SG Iron bars remains liquid while the periphery is solid at the moment the bar exits the die and cooling system. Hence the bar undergoes a heat treatment, intrinsic to the process, from the inside to the outside. This releases the majority stresses in the Continuous cast SG Iron bars.
Improved dimensional stability:
Continuous cast SG Iron bars has high dimensional stability due to the low residual stresses during the slow unrestricted cooling, and a subsequent annealing process. Ideal for applications where machining is required, and subject to high pressure.
Excellent bearing properties:
There is an excellent dampening of both noise and vibration in flake and nodular due to the graphite in the structure.
Improved Corrosion Resistance:
Continuous cast SG Iron bars offers high resistance to corrosion better than steel and as good in many cases as non-ferrous materials.
Improved wear resistance:
Due to a self-lubricating network of graphite, tool wear resistance is improved.
High Fatigue strength:
The absence of defects, as well the cohesion of the structure compared to sand cast products makes it the ideal material for applications where higher levels of fatigue strength are required.

Machining Ductile Iron
The nodular structure of Ductile Iron makes it extremely consummate for machining providing a more economical solution to regular steel. The machinability of Continuous cast SG Iron bars are improved over other materials due to the presence of microscopic particles of graphite in the structure which act as a lubricant. In addition to this, the homogeneity of its structure and the absence of the abrasive inclusions of sand which are typical in sand casting, improve machinability and therefore prolong the life of tools, drastically cutting costs.

Chip Control
Chip control is another important benefit of Ductile Iron over Steel. While Steel chips are typically stringy, uncontrollable, inconsistent and tangled Ductile and Flake iron chips are fine, compact, consistent and controllable
S355 Steel chips (left) Typical stringy, uncontrollable chip formation. Flake iron chips (middle) fine, compact, consistent and controllable chip formation. Nodular iron chips (right) Consistent and controllable chip formation

Machining Productivity and Production Economy
Metal removal rate (cm³/min) Improved feeds and speeds by 35-50%
Tool Life Improved tool (insert) life up to 60%
Power Consumption (kWh) Torque/Power required reduced by 50%
Lubricant Costs Machining without lubricants and coolants
Excellent Surface Finish
Avoidance of abortive machining costs

Purchasing Cost Economy
SG Iron has a lower density and hence is 12% lighter than comparative steel products. Continuous cast SG Iron bars eliminates need for costly patterns and dies and with no restriction on design or volume changes. This results in lower overall costs and quicker deliveries when compared with alternative production processes. Unlike steel which needs to be rolled (‘bright bars’) to achieve intermediate sizes, there is just one process to produce SG Iron continuous cast bars in any standard size or even shape (eg. semi circular, lobed) needed.

Case Studies
Along with Sandvik Coromant, tests were carried out by United Cast Bar, UK, to check the various parameters under which various grades of SG Iron can outperform steel (S355 and AISI1212). SG Iron grades used were Unibar 400 or GGG40, Unibar 500 or GGG50, and Unibar 600 or GGG60. The results were tabulated as follows.

Required Power
The net power in kilowatts required to machine the same dimensions of SG Iron and Steel. While Unibar 500-7 with ceramic additives needed far more power to machine than steel, the standard grades of 500-7 and 400-15 fared much better than steel using almost half the power.


Specific Cutting force
SG Iron fared much better than steel (1800 Mpa) with almost 21% less force generation for Unibar 500-7 (1350 MPa). Unibar 400-15 required almost half the force of steel with a reduction of 47% in the cutting force at 900 MPa. The annealed nature of the grade has a much lower requirement in cutting forces.


Machinability Rating
Machinability rating of the 1212 Steel used was about 80%. Most SG Iron grades fared much better with Unibar 500 touching the baseline at 100% and the annealed Unibar 400 going up to 160% machinability The rating for Unibar 600 was a lot lower at 30%.




Conclusion
In conclusion we see that not only does continuous cast SG Iron provide all the features of steel, it surpasses most steels in the same areas. Careful selection of the correct grade for the application will result in cost savings not only in terms of material used, but also in overall reduction of overheads and tooling costs.




Saturday, September 22, 2012

NG4-Mini Proportional Valve


Proportional directional control valve
with integrated spool position control 
NG4-Mini from Wandfluh AG


Direct controlled proportional directional control valve with integrated amplifier electronics and spool position control in flange construction NG4-Mini. The valve possesses an integrated position control. With the spool position sensor (LVDT), the actual position of the valve spool is continuously recorded and brought into line with the set-point value transmitted in an analogue manner. Apart from an analogue interface the valve is also available with a field bus interface (CANopen or Profibus DP). The parameterisation takes place through a USB- interface by means of a menu-controlled parametrisation- and diagnostics software. The data are stored in a non-volatile memory. Settings once elaborated can be reproduced and transferred without any problem, also following an electric power failure.


Model Code: BRW.4
 Flange construction NG4-Mini
 Operating pressure pmax = 315 bar
 Maximum volume flow Qmax = 20 l/min
 Volume flow levels: QN = 4/8 l/min
 Nominal voltage 24 VDC
 With integrated spool position sensor (LVDT)
 With integrated amplifier electronics (DSV)
 Protection class IP 67 

Advantages of the spool position control (LVDT)
 Minimal hysteresis
♦ Improved dynamic characteristics

Advantages of the integrated amplifier electronics (DSV)
 Intelligent
 Compact
 Plug & Play

Applications
 Both in industrial - as well as in mobile hydraulics
 Where a high resolution, minimal hysteresis and very good dynamic characteristics are of concern
 Adjustment of the rotor blades of wind power generators
 Machine tool - and paper production machines
 In case of position control systems
 Forestry - and earth moving machines
 Robotics


Further Information
You will find further technical information on the data sheet <<click here>> or on our website. We will be happy to advise you in the selection of the suitable components for your application.




Courtesy: Jürg Schneider, Wandfluh AG.

Monday, September 3, 2012

Directional Control Valves - Part 3


More on Coils

Solenoids are devices that are capable of changing electrical energy into mechanical, or linear, energy. The simplest type of solenoids assemblies used in hydraulic valve applications relies on two main aspects for their function: an insulated (or enamelled) wire, shaped into a tight coil, and an armature of varying designs also colloquially called the “iron core” which contains a solid rod or pin of either iron or steel. The iron or steel pin is ferromagnetic, a property that allows it, when exposed to electrical current, to function as an electromagnet. The solenoid uses the magnetic field created from an electrical current as the trigger for the production of a push or pull that drives mechanical action into the pin. Solenoids that rely on electrical current fall into two main categories-- solenoids that rely on AC (alternating current) as the source of power and solenoids that rely on DC (direct current) as the power source. 

While AC and DC solenoids use different types of current, they both work in the same basic manner. When the insulated, coiled wire of the solenoid receives electrical current, the magnetic field produced strongly attracts the pin which pushes the spool inside the valve to change the flow path (“on”). The spool is attached to a compression spring on the opposite side which is compressed till the current is stopped. When the current is turned off, the compressed spring forcefully snaps the pin and spool back into its original position (“off”).

Armature Design:

Two common designs for solenoids are (a) the air gap design; and (b) wet armature design. In the air gap design, the two sections (armature and spool) are isolated from each other using dynamic seals.The downside of this design is that the seal wears off eventually causing leakages from the valve into the armature. The wet armature design is more common with the entire armature assembly submerged in oil from the valve. The solenoid magnetically moves the armature while it is submerged in oil. This design provides a lower leakage due to the absence of wearable dynamic seals. The only sealing in wet armature designs is the O-ring that seals the threaded connection between the iron core and the body and, if present, the one on the manual over-ride push pin which, although a dynamic seal, only acts when the valve has to be manually reset once in a while. (Figure 16) Another advantage of this design is that the movement is naturally dampened by the presence of oil. This provides a smoother, more quite movement with a longer service life. The viscosity of
the oil, however, means that the wet armature design needs 60% more power to actuate. 

Voltage Selection:

There are four main types of voltages used with solenoid valves: 12 VDC, 24 VDC, 110-115 VAC and 220-230 VAC. Although the 115 VAC finds hardly any usage outside North America, the remaining three are quite common in the rest of the world. Now, though the type of current (Direct or Alternating) is the prerogative of the designer, the voltage rating of the solenoids entirely depend on the power required to shift the spool. 

Both the categories (AC and DC) have their own set of advantages and disadvantages. DC solenoids are quieter and require less maintenance than AC coils. On the other hand, they function more slowly than AC  solenoids and are also less powerful than AC solenoids. In AC solenoids, the current that runs through the solenoid starts with a first rush of extremely strong current, then drops to a lower, normal level as the solenoid gap reduces. Thus if the spool gets stuck in the open (full-current) position for too long in the body due to contamination particles in the land areas, it receives too much of this first wave of maximum current and it can permanently damage the device by allowing the coil to burn. By contrast, DC solenoids experience no alteration in currents and do not run the risk of being damaged by the current. Off late, all solenoids are made to function on DC voltage. An AC Solenoid would have a DC Coil rated to a voltage close to the required input AC voltage (195 VDC coil for a 220 VAC input) and a rectifier plug that would convert the incoming AC current into DC (Figure 17). Although DC circuits can be utilized with AC solenoids without a problem, DC solenoids cannot be used on other circuits without becoming noisy and overheated and possibly burning out due to excess current. 

Due to the inherent problems with AC Solenoids, a lot of Original Equipment Manufacturers are rethinking their designs and opting for DC Solenoid Valves. Using the same voltages that are predominantly used in their equipment’s PLCs, it is less of a hassle giving longer service lives free from maintenance issues. 

Conclusion

In conclusion, the selection of a proper directional control valve is as important as its use in the circuit. The above article will help new initiates in hydraulics to select a proper valve for their circuit while refreshing the fundamentals of people already well versed in hydraulics. It’s best to check requirements of the system and decide the best valve for the job. Some of the circuits are highly traditional and outdated and need a major revamp on spool and solenoid selection. Some applications become a lot easier with the help of poppet valves instead of sliding spool valves.

Click Here for Directional Control Valves - Part 1
Click Here for Directional Control Valves - Part 2

Tuesday, August 28, 2012

Directional Control Valves - Part 2



Spool Selection:

Spools in Directional Control Valves come in various configurations depending on the applications they are required for. The extreme positions usually have the same configuration where P is connected to A and B is connected to T at one extreme and vice versa for the opposite side. Some of the more common spool types are listed below with examples of some of the applications they serve.

Spools for 2-Position Valves:

2-Position spool valves have only one actuator and the spools are usually spring offset. Although they have all the four ports ( P, T, A and B) on their interface, they may or may not necessarily use all of these ports. All 2-position spools can either be normally-open or normally-closed.

This is a misnomer, however. It is not necessary for the valve to be “closed” or “open” it may just be redirecting flow to a different direction. It simply means that the solenoid and the spring switch positions so the neutral position changes.

On-Off Spool: 

 On-Off spools are the most basic of all spools. They allow flow to pass in one position and restrict flow path in the second position. If the neutral position allows for flow, the valve is called “normally-open” and if flow is restricted in the neutral position, the valve is “normally closed”. The valve is most commonly used for switching on or switching off flows to different sub circuits or as a main on-off valve. It can also be used as a manual drain valve to unload pumps or accumulators. It should be noted that since the valve is of the spool type, it may have certain leakages. For simple on-off valves, it is more plausible to use Solenoid Poppet valves.

Selector Spools (Exhaust Spool): 

Selector Spools are used when one inlet has to feed two outlets depending upon the actuation. Depending upon the connections made to the various ports of the valves, they are also called Exhaust Spools. Exhaust spools are used with Pressure Gauges or Hydraulic Clutches or Parking Brakes or any other accessory that needs to be referenced to tank when not in use. For a normally closed valve, when actuated, the pressure line is connected to the accessory at the outlet; let us say it is a pressure gauge, which gives us the pressure reading. On releasing the actuator, the pressure gauge is reference back to tank, which is connected to the third port, and hence shows zero pressure. For a normally open valve, in the neutral position, the valve is referenced to tank, which, in the case of Parking Brakes, keeps them engaged. Using a hydraulic pressure line as an actuator, the pressure in the two lines of the motor is sensed and opens the valve allowing the pressure line to be connected to the parking brake cylinder, releasing it.

Parallel and Cross Spool: 

Parallel and Cross spools are spools that connect P to A and B to T in the parallel position and vice versa in the cross position. Parallel and cross- positions are more commonly the extreme positions in 3 position valves. These are versatile spools that can be used for any of the applications above simply by blocking the port not required on the subplate.

Spools for 3-Position Valves:

3-Position spool valves have two actuators and the spools are usually spring centered (although they can be detented). They usually use all the four ports ( P, T, A and B) on their interface.

Closed Spool (Cylinder Spool): 

Closed spools have their ports isolated from each other in the central position. The lands are fairly large which keeps leakages down to a minimum. This spool is also the easiest to manufacture. These valves are not to be used as load holding valves in the puritan sense since a certain amount of leakage can expected in this configuration (5 to 10 cc/ min from A and B to T). The transition positions can be either closed as well or completely open.



In the central position, pump flow has no recourse to the tank line due to the blocked position. Hence the pump either needs to be pressure-compensated where the system pressure is at the pump compensator setting until all pump flow is going to the actuators at their working pressures or unloaded to tank either with a relief valve which will relieve it at the set pressure or an unloading valve which unloads the valve at a minimum pressure and conserves power and electricity. The spool is used in cylinders which cannot be drained to tank and need to be kept pressurized (but only for a short while) and the P port is needed in a secondary system to perform other operations.

Float Spool (Motor Spool): 

Float spool valves have their A and B ports connected to T in the central position. Again in this spool, the lands are sufficiently long to prevent massive leakages between ports. The valves are used to relieve pressures at the A and B ports while keeping the P port isolated in order to service a secondary system or be separately unloaded to tank. The valve is commonly used with hydraulic motors (hence the colloquial term “motor spool”). This is because when the oil supply to motor is cut off, the momentum of the motor keeps it rotating. Oil is picked up from the inlet port due to rotational inertia and is deposited to the outlet port. Hence, instead of the system driving the motor, the motor drives the system. 

Connecting A and B to T serve two purposes; the first is any spike at the outlet due to excess oil being deposited is prevented since it connects to tank (unlike in blocked centre where the oil would have nowhere to go). The second is that the inlet has a direct line to tank in the case oil is required in the prevention of cavitation which may permanently damage the pump.


Another common use of this spool is with single or double Pilot Operated Check Valves or Overcentre Valves. These valves, which serve as means to lock cylinders in place, need their downstream ports connected to tank. For Pilot Check Valves this is essential since any pressure entrained in the line may serve as a pilot pressure and open the pilot check valve in the opposite line. 

For Overcentre Valves, they act as load holding valves as well as thermal relief valves. Not only can a wrong pilot signal be given to the opposite line as in the case of Pilot Check Valves, but the quick draining of the Pilot port as well as the Valve port makes it easy for the poppet to sit quickly and give a leak free performance.Also in the event of a pressure spike caused by an external load or temperature increase, the relieved oil needs to be given a direct pathway to tank.system. Connecting A and B to T serve two purposes; the first is any spike at the outlet due to excess oil being deposited is prevented since it connects to tank (unlike in blocked centre where the oil would have nowhere to go). The second is that the inlet has a direct line to tank in the case oil is required in the prevention of cavitation which may permanently damage the pump.

Open Centre Spool: 

Open Centre spools have all ports open to each other in the central position. However, due to the smaller land width that needs to be maintained in order to allow flow, in the actuated positions, cross port leakages are highly probable.

One of the advantage of this spool is the pump directly unloads to tank. A circuit normally using a fixed-volume pump is used in conjunction with this type of valve. Ideally, the open center allows all of the pump’s flow return to tank with little or no back-pressure. This saves energy and reduces heat to the point that a heat exchanger is not necessary on most circuits. But the advantages end there.

 These spools find their use in applications where the valves are not taken up to the maximum flow and the cylinder is horizontal. Since the pump is constantly unloads to tank in the central position, clogging of the filter and restrictions in the line are possible which may lead to higher back pressures. Using this spool for vertical cylinder is impossible without holding valves as the ports are connected to tank and would bring the cylinder down. Even the use of Pilot Operated Check Valves or Overcentre Valves is debatable as the Pilot port may end up being pressurized due to restrictions in the tank line. 

Furthermore, even in horizontal cylinders, the restrictions in the tank line would put pressure on both the sides of cylinder (i.e. the head end as well as the rod end). Ultimately, in the neutral position the cylinder would gradually extend; a funny but true situation! This is because, the head end, having a greater area, would create a greater force forward for the same pressure as would the rod end. With this force imbalance, the cylinder would end up extending even in the central position!



These spools are also extensively used in vehicles where any external load, such as a pull or a push, can be adjusted without any cavitation. Equipment such as front-end loaders when they need to crawl without load or road paving machines where asphalt has to be laid in an even fashion find use of Open Centre Spools. In Front End Loaders or Side Dump Loaders needing to push material on the ground, the cylinder has to be biased to extend without there being any real pressure from the pump. At the same time, an obstacle such as a bump on the road causing the implement to get stuck may cause severe damage to the system. With Open Centre Spools, the cylinder is allowed to follow the contour of the path without being too rigid with minimal effort on the part of the pump thus reducing the power needed as well as protecting the implement and cylinders. 



Tandem Spool:


Tandem Spools connect the P port to the T port in the neutral position while blocking the A and B ports. Flow is directed from the P to the T port, ideally at a low pressure. Since there is no Use of the pump in the neutral position, two or more Tandem Centre valves can be connected in series to be sequentially operated. This may incite a lot of designers to opt for series connected Tandem Centre Valves, but beware! A circuit may look good on paper, but can run hot because of wasted energy. The spool is hollow, and ports P and T have cross drilled holes. This substantially increases the pressure drop of the valve for oil flowing from P to T. Because of the higher pressure drop most manufacturers’ catalogs show a lower nominal flow or higher pressure drop curve for tandem-center valves. Connecting these valves in series will only amplify the pressure drop since it is additive. Two or three valves connected in series could have pressure drops as high as 20-30 bar for large flows!
Tandem Centre Spools can beconnected in series to actuate systems one after the other using the same pump. The back pressure at T will be the cumulative back pressures of Valves 1, 2, 3 and 4
Another cause for concern is when the second spool is in operation, the load on the second P port is felt on the tank line of the first T port. In many Directional Control Valves, the tank line pressure is limited to 140 or 210 bar while the load on the P, A and B ports could be as high as 350 bar. This may cause damage to the valve if it is not used in a sensibly designed circuit.

Pressure Spool:

Pressure Spools have the P line connected to A and B to allow the actuator ports to remain pressurized in the neutral position. Equal pressures on both the actuator ports would not affect rotary actuators such as hydraulic motors. Liner actuators, however, would extend in the neutral
position due to unequal forces unless double rod cylinders are used. 


Although not very commonly seen in regular practice, they are used in machine tools with dual clamping systems where single acting cylinders are used. Here either one of the clamps has to be engaged with the work piece when it is being fed into the machine. While the operation is being performed, both clamps need to be engaged with the work piece for better stability.


Regenerative Spool:

Regenerative Spools have the P line connected to T in the center or neutral position to allow the pump to unload into the tank. In one extreme position, the A and B ports are connected to the P Line. This allows the flow coming out of the rod end of the cylinder (the ‘B’ line in this case) to feed oil into the cap end of the cylinder. This type of a system is quote common in hydraulics and is referred to as a “Regenerative Circuit”. 



(Left) Regeneration using two check valves. (Middle) Regeneration using a sequence valve and a check valve 
(Right) Regeneration using regenerative directional control valves.


Regenerative Circuits are used to save on the cost of the pump since oil is reused and a smaller capacity pump can be used for the same circuit (In cases of cylinders with 1:2 area ratios, the pump capacity will be slighter greater than half the original size required). Although these spools are slightly more expensive than the other spools mentioned earlier, there are huge savings on external valves to create the same regenerative circuit.


In the case shown in the spool allows the actuator ports to connect in the retract position. Cylinders would extend quicker than in other valves in this position due to outgoing flow being put back into the cap side. Although not very commonly seen in regular practice due to unawareness, they are used in many applications where the force of the cylinder is not in question but simply the speed. This is because pressurizing both ends of the cylinder would  mean a resultant extension, albeit reduced, force due to the pressure on the rod end acting against the pressure on the cap end. As in all cases, the regenerative spool also has its pro’s and cons!

For a view at our full range of Directional Control Valves, click here.

Click Here for Directional Control Valves - Part 1 
Click Here for Directional Control Valves - Part 3


Sunday, August 19, 2012

Directional Control Valves - Part 1

Hydraulic power has found uses in a plethora of applications ranging from Industrial installations to mobile equipment. The increase in efficiency of the field over the last few decades has only endeared it more to system designers. The main use for hydraulics is to provide powerful motion to systems by amplifying the input in terms of power. Since the basic need for hydraulics is motion, it is but obvious that one of its most basic components would be one to control such motion. Directional Control Valves are used to start, stop and change the direction of fluid flow which results in the control of the end actuator providing motion.

Classifications 

As any hydraulic valve, Directional Control Valves have their classifications based on a number of factors. Some of them are listed below.

Internal Construction: Directional Control Valves can have varying internal constructions to allow and restrict flow paths from various inlets to various outlets. Some of the more popular ones are poppets/pistons, balls, rotary spools and sliding spools. Poppet and ball type constructions invariably have a seat within the valve to form a metal-on-metal contact and may be used to hold loads in place. They have near zero leakage from one port to another. Spool valves (either rotary or sliding) have certain amount of permissible leakages due to limitations in machining. They shouldn’t be used to hold loads in place. None-the-less they are still quite popular!
Types of Directional Control Valves

Flow Paths: The internal construction of valves provides various methods to allow and restrict flow paths. Hence the number of flow paths being governed also contributes to the valve’s classification. Valves may be two-way, three-way and four-way. Although the list is only limited by the design, valves with flow paths more than 4 are rarely used. Here the term “way” stands for a path.

Number of Ports: This is the cumulative count of all the entry and the exit passages for oil that the valve has. This number could be a humble two in the case of a simple poppet valve or more than six in the case of mobile valves or larger manifold mounted valves (CETOP8, NG22). The most common configuration is a four port valve with the pressure port, tank port and two actuator ports forming the entry and exit points. Additional flow ports are needed when there are external pilot and external drain ports or if the system has a “carry-over” configuration.
Classification of Directional Control Valves

Actuation Methods: Flow paths can be selected by either external or internal actuation. Internally actuated Directional Control Valves are limited to check valves. External actuations can be by manual means (levers, buttons or foot pedals), mechanical actuators (such as cams, rollers, plungers/tracers or springs), electrical methods (either solenoids or electrical motors that get their signals from limit switches, push buttons or PLC controls) or by the application or release or hydraulic or pneumatic pressure.

Mounting of the Valve: Directional Control Valves can also be specified depending on the mounting patterns of the valve which may be flange mounted, piped thread mounted, straight thread mounted, cavity mounted or manifold interface mounted.

Size of the Valve: Directional Control Valves can also be specified depending on the size of the mounting pattern. Valve sizes can be defined by their flow capacities (given in lpm or gpm), their port or flange sizes (BSP, SAE etc.), their mounting plate size which are usually interchangeable (standard interfaces of CETOP such as 3, 5, 7, 8 or 10; NG sizes such as 03 mini, 03, 04 mini, 04, 06, 10, 16 or 22), the cavity size (SAE 08, 10, 12, 16 or 20) or manufacturer specific cavities with 2, 3 or 4 ports.
CETOP sizes in Directional Control Valves

Construction 

Strictly speaking Check Valves and Pilot Operated Check valves are also a part of directional control valves but for the purpose of this article, we will only consider sliding-spool, subplate-type Direction Control Valves with more than 2 positions (ways).

Most Directional Control Valves are made up of three major parts or sub-assemblies:

Valve Body: The main valve body is made of non- porous cored cast iron or steel body with internal pathways connecting the various grooves to their respective external ports. The bore where the spool slides into place is usually ground and honed/lapped. The valve body does not generally differ by much in a particular size of valve regardless of the actuation or flow paths. The body may have various features depending on the specifications such as external gauge ports, interfaces for smaller valves in hydraulically actuated valves, speed control orifices for controlling the spool switching, orificing for draining moisture in pneumatic actuated valves etc.

Spool Assembly: The spool assembly, which consists of the spool, centering springs, washers and O-rings. Spools are made of case hardened steel and are mechanically or electrically moved. The movement of the spool restricts or permits the flow, thus it controls the fluid flow. Spools come in numerous versions depending upon the configuration of flow paths and the number of positions in the valve. Each spool has its own unique features and limitations which will be dealt with in a separate section later.

Actuation Assembly: The assembly for the actuation depends on the actuation method used. There are various levels of complexity from simply push button type valves to proportional electro-hydraulic vales with on-board controllers

Actuation Methods in Directional Control ValvesManual actuation valves usually have a simple lever assembly with either spring centering or detents to hold the position in place.

Mechanical actuation is a lot simpler in terms of assembly where the spool position is changed when the mechanical device is pushed inwards due to its actuation which in turn pushes the spool. The valve is reset by a spring on the opposite side.

Electrical Actuation is usually affected by solenoids although some applications call for servo motors as well. The most basic form of solenoids is of the “on- off’ type. This is because there is no mid-way control of the solenoids. They are completely off without a signal and on receiving the electrical signal, they are fully on. The version of solenoid valves that allow gradual variation in current are called proportional valves and will be dealt with in a separate article. The electrical actuation assembly for “on-off” type solenoid valves generally includes an armature of varying designs also colloquially called the “iron core” and an AC or DC solenoid coil.

Pneumatic Pressure actuation methods use air pressure to switch spool positions. The signals are received from external pneumatic systems operating simultaneously with the hydraulic system. Valves of pneumatic actuation need their body material to be of a non-corrosive nature so as to prevent rusting by the moisture content in the air. Internal assemblies of the valve are quite critical and rusting may cause jamming or sticking of the spool inside the bore. . In certain applications, due to the requirements of explosion resistance such as mines or oil rigs, the main spool is moved pneumatically. The solenoid valve, operated electrically, is kept safe in a place far from the explosive environment.


Double Decker Hydraulic Actuated Directional Control Valves

Hydraulic Pressure actuation is usually seen in the larger directional control valves where the power of the coil may not be sufficient to switch the spool due to large flow forces. In the case of mobile valves with bigger flows, a remotely operated joy stick is used. Joysticks are essentially one, two or four pressure reducing valves controlling different directions. At reduced pressure, the spring shifts the spool. Upon actuation, the spool shifts proportionally to the movement of the joystick. Hydraulic pressure actuation can also be obtained by using “double- decker” valves which are called so owing to the fact that a smaller directional control valve is mounted on top of the larger one. Pilot flow usually has to have a minimum pressure of 5 bar (70 psi) to switch the spool positions.


More on Spools 

The main advantage using a spools over a poppet in Directional Control Valve is that spool movements are immune to pressures within the valve. When a port is pressurised, the pressure acts in equal and opposite directions on the lands, this nullifies the overall effect of the pressure. Hence they can be shifted with a constant force by manual, mechanical, electrical, pneumatic or hydraulic means regardless of the operating pressure of the valve. Poppet Valves on the other hand face pressure imbalances due to pressure on one side and only light springs on the other. Hence premature movement of the poppet is possible when the port is pressurised.

Spool Features

Typically the spool is closely ground and matched with the valve body and is made from hardened steel, hardened to around 60 HRC or chrome plated and ground steel. The need for low leakages across the spool over a long service life necessitates the requirement for minimal diametrical clearances (ideally 5-10 μm) while geometrical tolerances of circularity, cylindericity and concentricity are to be exceptionally fine (2 μm). The spool has lands which block the oil passages and circular recesses which permit the flow. 

The lands have oil grooves which keep the spool “floating”. Without a hydrostatic oil film, the spool at rest will touch the sleeve causing abrasion, erosion and the creation of debris. If the pressure were to suddenly increase, the spool will be pressed against the bare surface of the sleeve causing metal on metal contact. With the oil grooves, there is a uniform film of oil maintained around the spool with transmits pressure equally around the circumference of the spool causing it to, in effect, float (Figure 5.b). The oil groves are generally square or ‘V’ shaped and about 0.5 - 0.8 mm deep. Square grooves with sharp corners prevent dirt particles from getting stuck in between the spool and the bore.


Hydrostatic Films in Spools


The number of oil groves per land is completely the designer’s choice. Higher number of groves gives a smoother movement but offers a higher leakage rate across the land which may not be appreciated in certain cases. Land length is also an important feature. Shorter the length of the land, higher is the chance of excessive leakage.

Spool positioning:

Spools that have not been shifted by the actuator(s) have to shift back into their original or dead positions. This is usually done using springs (except in the case of detented valves where the position is obtained by using the actuator).

Spool Positioning in Directional Control Valves
Detented Valves: Some Directional Control Valves with manual actuation hold the valve in a particular position using a detent mechanism. These valves have notches on their spools. Using spring loaded pins the spool can be held in place by pushing the pin into a notch. Upon releasing the actuation mechanism, the spool does not shift back until the actuator is made to change the position. Shifting in detented valves is slightly jerky since the pin has to be forced out of the notch to change positions.

Spring-centered: In Directional Control Valves with two actuators on opposite sides, spring centered valves are used. These valves have springs on either sides. When one actuator is activated, the spring on the opposite end gains potential energy by being compressed. When the actuator is released, the spring expands, shifting the spool back. Springs on both sides balance each other out to adjust the spool to its centre position.

Spring-offset: Spring-offset in Directional Control Valves is seen in two position valves. There is only one spring present on the opposite side of the actuator that pushes it to the extreme position when the actuator is not active. There may or may not be a centre position in the spool, but it only comes into effect for a brief moment when the spool moves through it.






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