Troubleshoot Hot Hydraulics

High oil temperatures in industrial hydraulic systems can lead to a world of hurt. Don’t let them get you down.

By Jane Alexander, Managing Editor

Remember that hydraulic system running at 145 F last fall? The one you didn’t worry about with cooler weather on the way? In the middle of summer, it could be operating even hotter—if it hasn’t already shut down. That’s because any industrial hydraulic system that runs higher than 140 F is too hot. The resulting problems are costly:

• Every 15-deg. increase in temperature over 140 F cuts oil life in half.
• Sludge and varnish build-up makes valve spools stick.
• Oil bypass increases in pumps and hydraulic motors, causing machines to operate at a slower speed.
• O-rings harden, leading to system leaks.

In some cases, high oil temperatures lead to wasted electricity by forcing the pump-drive motor to pull more current to operate the system.

Fluid power specialist Al Smiley of GPM Hydraulic Consulting, Monroe, GA, has dealt with countless hydraulic systems in industrial operations throughout the past 20 years. We asked him for ways to troubleshoot hot-running systems.

Understand system capabilities

“First things first,” said Smiley, “it’s important to keep in mind that all hydraulic systems generate a certain amount of heat.” Approximately 25% of the input electrical horsepower will be used to overcome heat losses in a system. Whenever oil is ported back to the reservoir, and no useful work is done, heat will be generated.

The tolerances inside pumps and valves normally permit a small amount of oil to continuously bypass a system’s internal components, causing the fluid temperature to rise. When oil flows through the lines, several resistance points are encountered. For example, flow-control, proportional, and servo valves control the flow by restricting it. When oil flows through those valves, a pressure drop occurs. This means a higher pressure will exist at the inlet port than at the outlet port. Any time oil flows from a higher to a lower pressure, heat is generated and absorbed in the oil.

When a hydraulic system is designed, the reservoir and heat exchangers are sized to remove that heat—some of which is allowed to dissipate through the reservoir walls to the atmosphere. “Heat exchangers, if properly sized,” Smiley noted, “should remove the balance of the heat and allow the system to operate at approximately 120 F.”

Fig. 1. Pressure-compensating piston pumps are the most common type used in industrial hydraulic systems. The tolerances between the pistons and barrel are approximately 0.0004 in.

Flow and pressure concerns

The pressure-compensating piston pump (Fig. 1) is the most commonly used type in industrial hydraulic systems. Tolerances between the pistons and barrel are approximately 0.0004 in. A small amount of oil at the pump outlet port will bypass through these tolerances, flow into the pump case, and then be ported back to the reservoir through the case-drain line. “This case-drain flow,” noted Smiley, “does no useful work and is, therefore, converted into heat.”

According to Smiley, the normal flow rate out of the case-drain line is 1% to 3% of the maximum pump volume. For example, a 30-gpm pump should have approximately 0.3 to 0.9 gpm of oil returning to the tank through the case drain. “A severe increase in this flow rate,” he explained, “will cause the oil temperature to rise considerably.”

To check the flow rate, the line can be ported into a container of known size and the flow timed “unless personnel have verified that the pressure in the hose is near zero psi,” Smiley warned, “they should not hold the line during this test.” The line should, instead, be secured to the container, he advised.

A flow meter can also be permanently installed in the case-drain line to monitor flow rates. Check it regularly to determine the amount of bypassing. The pump should be changed when the oil flow reaches 10% of the pump volume.

Fig. 2 (top). During normal operation of this typical variable-displacement, pressure-compensating pump, when system pressure is below the compensator setting (1,200 psi), the internal swash plate is held at maximum angle by the spring. This arrangement allows the pistons to fully stroke in and out, permitting the pump to deliver maximum volume. Flow from the outlet port of the pump is blocked through the compensator spool.
Fig. 3 (bottom). Once the pressure builds to 1,200 psi, the compensator spool shifts, directing oil to the internal cylinder. As the cylinder extends the angle of the swash plate, it moves to a near-vertical position. At this point, the pump will only deliver enough oil to maintain the 1,200-psi spring setting. The only heat generated by the pump at this time is from the oil flowing past the pistons and through the case-drain line.

Figure 2 is a diagram of a typical variable-displacement pressure-compensating pump. During normal operation, when the system pressure is below the compensator setting (1,200 psi), the internal swash plate is held at maximum angle by the spring. This allows the pistons to fully stroke in and out and let the pump deliver maximum volume. Flow from the pump’s outlet port is blocked through the compensator spool.

Figure 3 shows the condition of the same pump when pressure reaches 1,200 psi, and the compensator spool shifts, directing oil to the internal cylinder. As the cylinder extends the angle of the swash plate, it moves to a near-vertical position. At that point, the pump will only deliver enough oil to maintain the 1,200-psi spring setting. “The only heat generated by the pump at this time,” Smiley noted, “is from the oil flowing past the pistons and through the case-drain line.”

The following formula, which measures horsepower, is used to determine the amount of heat a pump generates when compensating:

hp = gpm x psi x 0.000583

Assuming the pump is bypassing 0.9 gpm and the compensator is set to 1,200 psi, the amount of heat generation is:

hp = 0.9 x 1,200 x 0.000583

hp = 0.6296

“As long as the system cooler and reservoir can remove at least 0.6296 horsepower of heat,” Smiley stated, “the oil temperature should not increase.” If the bypassing increases to 5 gpm (as shown below), the heat load increases to 3.5 horsepower. If the cooler and reservoir aren’t capable of removing at least 3.5 horsepower, he said, the oil temperature will increase.

hp = 5 x 1,200 x 0.000583

hp = 3.50

Fig. 4. Many pressure-compensating pumps incorporate a relief valve as a safety backup in case the compensator spool sticks in the closed position. The relief valve should be set 250 psi above the pressure-compensator setting. Since the relief-valve setting is above that of the compensator, no oil should flow through the relief-valve spool. Therefore, the valve tank line should be at ambient temperature.

Settings matter

Many pressure-compensating pumps incorporate a relief valve as a safety backup in case the compensator spool sticks in the closed position (Fig. 4). According to Smiley, the relief valve should be set 250 psi above the pressure-compensator setting. If the relief valve setting is above that of the compensator, no oil should flow through the relief-valve spool. Therefore, the tank lines of these valves should be at ambient temperature.

If, however, the compensator were to stick in the position shown in Fig. 2, the pump will deliver maximum volume at all times and oil not used by the system will return to the tank through the relief valve. “If this occurs, Smiley said, “significant heat will be generated.”

Smiley lamented that plant personnel often randomly adjust the pressures in these systems in an attempt to make the equipment run better. “If the local knob turner turns the compensator pressure above the setting of the relief valve,” he explained, “the excess oil will return to the tank through the relief valve, causing the oil temperature to rise 30 or 40 degrees. If the compensator fails to shift or is set above the relief-valve setting, a tremendous amount [of heat] will be generated.”

Assuming the maximum pump volume is 30 gpm and the relief valve is set to 1,450 psi, the amount of heat generation can be determined using the following formula.

hp = 30 x 1,450 x 0.000583

hp = 25 hp

If a 30-hp electric motor is used to drive this system, 25 hp will be converted to heat when in the idle mode. Since 746 W = 1 hp, then 18,650 W (746 x 25) or 18.65 kW of electrical energy will be wasted.

Other factors

Smiley cited several other heat-generators in hydraulic systems and the importance of maintaining these components. These include accumulator dump valves and air-bleed valves that fail to open, thus allowing oil to bypass to the reservoir at high pressure. He also pointed to heat generated by oil bypassing cylinder piston seals.

To ensure that excess heat is removed from hydraulic systems, Smiley said it’s also crucial to properly maintain heat exchangers and coolers.

If an air-type heat exchanger is used, clean the cooler fins—using a degreaser, if necessary—on a regularly scheduled basis. The temperature switch that controls the cooler fan should be set at 115 F.

If a water-cooled system is used, a modulating valve should be installed in the water line to regulate the flow through the cooler tubes to 25% of the oil flow.

Smiley noted that reservoirs should be cleaned at least annually, lest sludge and other contaminants coat their bottoms and sides. This would allow the reservoir to act as an incubator instead of dissipating heat to the atmosphere.

Last word

Smiley offered a final helpful hint for hot-hydraulics troubleshooters: “The next time a heat issue surfaces in one of your hydraulic systems, look for oil flowing from a higher to a lower pressure in the system. That is where you’ll find your problem.” MT

Al Smiley is president of GPM Hydraulic Consulting Inc. (gpmhydraulic.com), based in Monroe, GA.