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Hydraulics Science and Engineering

In this ar­ticle, you will learn about the basic principles that hydraulic systems use to do their work, and then we'll examine several different pieces of hydraulic machinery found on a construction site. You will be amazed at the power and versatility available with hydraulics.

From backyard log splitters to the huge machines you see on construction sites, hydraulic equipment is amazing in its strength ­and agility! On any construction site you see hydraulically-operated machinery in the form of bulldozers, backhoes, shovels, loaders, fork lifts and cranes. Hydraulics operates the control surfaces on any large airplanes. You see hydraulics at car service centers lifting the cars so that mechanics can work underneath them, and many elevators are hydraulically-operated using the same technique. Even the brakes in your car use hydraulics!

Hydraulics is a topic in applied science and engineering dealing with the mechanical properties of liquids. Fluid mechanics provides the theoretical foundation for hydraulics, which focuses on the engineering uses of fluid properties. In fluid power, hydraulics is used for the generation, control, and transmission of power by the use of pressurized liquids. Hydraulic topics range through most science and engineering disciplines, and cover concepts such as pipe flow, dam design, fluidics and fluid control circuitry, pumps, turbines, hydropower, computational fluid dynamics, flow measurement, river channel behavior and erosion.

Free surface hydraulics is the branch of hydraulics dealing with free surface flow, such as occurring in rivers, canals, lakes, estuaries and seas. Its sub-field open channel flow studies the flow in open channels.

The word "hydraulics" originates from the Greek word δραυλικός (hydraulikos) which in turn originates from δραυλος (hydraulos) meaning water organ which in turn comes from δωρ (hydor, Greek for water) and αλός (aulos, meaning pipe).

The basic idea behind any hydraulic system is very simple: Force that is applied at one point is transmitted to another point using an incompressible fluid. The fluid is almost always an oil of some sort. The force is almost always multiplied in the process. The picture below shows the simplest possible hydraulic system:

 

 

A Simple hydraulic system consisting of two pistons and an oil-filled pipe connecting them. Click on the red arrow to see the animation.

 

In this drawing, two pistons (red) fit into two glass cylinders filled with oil (light blue) and connected to one another with an oil-filled pipe. If you apply a downward force to one piston (the left one in this drawing), then the force is transmitted to the second piston through the oil in the pipe. Since oil is incompressible, the efficiency is very good -- almost all of the applied force appears at the second piston. The great thing about hydraulic systems is that the pipe connecting the two cylinders can be any length and shape, allowing it to snake through all sorts of things separating the two pistons. The pipe can also fork, so that one master cylinder can drive more than one slave cylinder if desired.

 

Air in the System
It is important that a hydraulic system contains no air bubbles. You may have heard about the need to "bleed the air out of the brake lines" of you car. If there is an air bubble in the system, then the force applied to the first piston gets used compressing the air in the bubble rather than moving the second piston, which has a big effect on the efficiency of the system.

 

The neat thing about hydraulic systems is that it is very easy to add force multiplication (or division) to the system. If you have read How a Block and Tackle Works or How Gears Work, then you know that trading force for distance is very common in mechanical systems. In a hydraulic system, all you do is change the size of one piston and cylinder relative to the other, as shown here:

 

 

A Simple hydraulic system consisting of two pistons and an oil-filled pipe connecting them. Click on the red arrow to see the animation.

 

In this drawing, two pistons (red) fit into two glass cylinders filled with oil (light blue) and connected to one another with an oil-filled pipe. If you apply a downward force to one piston (the left one in this drawing), then the force is transmitted to the second piston through the oil in the pipe. Since oil is incompressible, the efficiency is very good -- almost all of the applied force appears at the second piston. The great thing about hydraulic systems is that the pipe connecting the two cylinders can be any length and shape, allowing it to snake through all sorts of things separating the two pistons. The pipe can also fork, so that one master cylinder can drive more than one slave cylinder if desired.

 

Air in the System
It is important that a hydraulic system contains no air bubbles. You may have heard about the need to "bleed the air out of the brake lines" of you car. If there is an air bubble in the system, then the force applied to the first piston gets used compressing the air in the bubble rather than moving the second piston, which has a big effect on the efficiency of the system.

 

The neat thing about hydraulic systems is that it is very easy to add force multiplication (or division) to the system. If you have read How a Block and Tackle Works or How Gears Work, then you know that trading force for distance is very common in mechanical systems. In a hydraulic system, all you do is change the size of one piston and cylinder relative to the other, as shown here:

 


Hydraulic multiplication. The piston on the right has a surface area nine times greater than the piston on the left. When force is applied to the left piston, it will move nine units for every one unit that the right piston moves, and the force is multiplied by nine on the right-hand piston. Click the red arrow to see the animation

 

 

To determine the multiplication factor, start by looking at the size of the pistons. Assume that the piston on the left is 2 inches in diameter (1-inch radius), while the piston on the right is 6 inches in diameter (3-inch radius). The area of the two pistons is Pi * r2. The area of the left piston is therefore 3.14, while the area of the piston on the right is 28.26. The piston on the right is 9 times larger than the piston on the left. What that means is that any force applied to the left-hand piston will appear 9 times greater on the right-hand piston. So if you apply a 100-pound downward force to the left piston, a 900-pound upward force will appear on the right. The only catch is that you will have to depress the left piston 9 inches to raise the right piston 1 inch.

 

The brakes in your car are a good example of a basic piston-driven hydraulic system. When you depress the brake pedal in your car, it is pushing on the piston in the brake's master cylinder. Four slave pistons, one at each wheel, actuate to press the brake pads against the brake rotor to stop the car. (Actually, in almost all cars on the road today two master cylinders are driving two slave cylinders each. That way if one of the master cylinders has a problem or springs a leak, you can still stop the car.)

 

In most other hydraulic systems, hydraulic cylinders and pistons are connected through valves to a pump supplying high-pressure oil. You'll learn about these systems in the following sections.

The CAN Foundation advocates the use of Sustainable Energy Non Polluting EHE Technologies and Low Polluting Plug In Vehicles to reduce our nation's dependence on Ethanol and Petroleum Base Fuels.

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