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CHAPTER 3
HYDRAULIC FLUIDS
During the design of equipment that requires fluid power, many factors are considered in selecting the type of system to be used—hydraulic, pneumatic, or a combination of the two. Some of the factors are required speed and accuracy of operation, surrounding atmospheric conditions, economic conditions, availability of replacement fluid, required pressure level, operating temperature range, contamination possibilities, cost of transmission lines, limitations of the equipment, lubricity, safety to the operators, and expected service life of the equipment.
After the type of system has been selected, many of these same factors must be considered in selecting the fluid for the system. This chapter is devoted to hydraulic fluids. Included in it are sections on the properties and characteristics desired of hydraulic fluids; types of hydraulic fluids; hazards and safety precautions for working with, handling, and disposing of hydraulic liquids; types and control of contamination; and sampling.
PROPERTIES
If fluidity (the physical property of a substance that enables it to flow) and incompressibility were the only properties required, any liquid not too thick might be used in a hydraulic system. However, a satisfactory liquid for a particular system must possess a number of other properties. The most important properties and some characteristics are discussed in the following paragraphs.
VISCOSITY
Viscosity is one of the most important properties of hydraulic fluids. It is a measure of a fluids resistance to flow. A liquid, such as gasoline, which flows easily, has a low viscosity; and a liquid, such as tar, which flows slowly, has a high viscosity. The viscosity of a liquid is affected by changes in temperature and pressure. As the temperature of a liquid increases, its viscosity decreases. That is, a liquid flows more easily when it is hot than when it is cold. The viscosity of a liquid increases as the pressure on the liquid increases.
A satisfactory liquid for a hydraulic system must be thick enough to give a good seal at pumps, motors, valves, and so on. These components depend on close fits for creating and maintaining pressure. Any internal leakage through these clearances results in loss of pressure, instantaneous control, and pump efficiency. Leakage losses are greater with thinner liquids (low viscosity). A liquid that is too thin will also allow rapid wearing of moving parts, or of parts that operate under heavy loads. On the other hand, if the liquid is too thick (viscosity too high), the internal friction of the liquid will cause an increase in the liquids flow resistance through clearances of closely fitted parts, lines, and internal passages. This results in pressure drops throughout the system, sluggish operation of the equipment, and an increase in power consumption.
Measurement of Viscosity
Viscosity is normally determined by measuring the time required for a fixed volume of a fluid (at a given temperature) to flow through a calibrated orifice or capillary tube. The instruments used to measure the viscosity of a liquid are known as viscometers or viscosimeters.
Figure 3-1.Saybolt viscometer.
Several types of viscosimeters are in use today. The Say bolt viscometer, shown in figure 3-1, measures the time required, in seconds, for 60 milliliters of the tested fluid at 100°F to pass through a standard orifice. The time measured is used to express the fluids viscosity, in Saybolt universal seconds or Saybolt furol seconds.
Figure 3-2.Various styles of glass capillary viscometers.
The glass capillary viscometers, shown in figure 3-2, are examples of the second type of viscometer used. These viscometers are used to measure kinematic viscosity. Like the Saybolt viscometer, the glass capillary measures the time in seconds required for the tested fluid to flow through the capillary. This time is multiplied by the temperature constant of the viscometer in use to provide the viscosity, expressed in centistokes.
The following formulas may be used to convert centistokes (cSt units) to approximate Say bolt universal seconds (SUS units).
For SUS values between 32 and 100:
For SUS values greater than 100:
Although the viscometers discussed above are used in laboratories, there are other viscometers in the supply system that is available for local use. These viscometers can be used to test the viscosity of hydraulic fluids either prior to their being added to a system or periodically after they have been in an operating system for a while.
Additional information on the various types of viscometers and their operation can be found in the Physical Measurements Training Manual, NAVAIR 17-35QAL-2.
Viscosity Index
The viscosity index (V.I.) of oil is a number that indicates the effect of temperature changes on the viscosity of the oil. A low V.I. signifies a relatively large change of viscosity with changes of temperature. In other words, the oil becomes extremely thin at high temperatures and extremely thick at low temperatures. On the other hand, a high V.I. signifies relatively little change in viscosity over a wide temperature range.
Ideal oil for most purposes is one that maintains a constant viscosity throughout temperature changes. The importance of the V.I. can be shown easily by considering automotive lubricants. Oil having a high V.I. resists excessive thickening when the engine is cold and, consequently, promotes rapid starting and prompt circulation; it resists excessive thinning when the motor is hot and thus provides full lubrication and prevents excessive oil consumption.
Another example of the importance of the V.I. is the need for high V.I. hydraulic oil for military aircraft, since hydraulic control systems may be exposed to temperatures ranging from below –65°F at high altitudes to over 100°F on the ground. For the proper operation of the hydraulic control system, the hydraulic fluid must have a sufficiently high V.I. to perform its functions at the extremes of the expected temperature range.
Liquids with a high viscosity have a greater resistance to heat than low viscosity liquids which have been derived from the same source. The average hydraulic liquid has a relatively low viscosity. Fortunately, there is a wide choice of liquids available for use in the viscosity range required of hydraulic liquids.
The V.I. of an oil may be determined if its viscosity at any two temperatures is known. Tables, based on a large number of tests, are issued by the American Society for Testing and Materials (ASTM). These tables permit calculation of the V.I. from known viscosities.
LUBRICATING POWER
If motion takes place between surfaces in contact, friction tends to oppose the motion. When pressure forces the liquid of a hydraulic system between the surfaces of moving parts, the liquid spreads out into a thin film which enables the parts to move more freely. Different liquids, including oils, vary greatly not only in their lubricating ability but also in film strength. Film strength is the capability of a liquid to resist being wiped or squeezed out from between the surfaces when spread out in an extremely thin layer. A liquid will no longer lubricate if the film breaks down, since the motion of part against part wipes the metal clean of liquid.
Lubricating power varies with temperature changes; therefore, the climatic and working conditions must enter into the determination of the lubricating qualities of a liquid. Unlike viscosity, which is a physical property, the lubricating power and film strength of a liquid is directly related to its chemical nature. Lubricating qualities and film strength can be improved by the addition of certain chemical agents.
CHEMICAL STABILITY
Chemical stability is another property which is exceedingly important in the selection of a hydraulic liquid. It is defined as the liquids ability to resist oxidation and deterioration for long periods. All liquids tend to undergo unfavorable changes under severe operating conditions. This is the case, for example, when a system operates for a considerable period of time at high temperatures.
Excessive temperatures, especially extremely high temperatures, have a great effect on the life of a liquid. The temperature of the liquid in the reservoir of an operating hydraulic system does not always indicate the operating conditions throughout the system. Localized hot spots occur on bearings, gear teeth, or at other points where the liquid under pressure is forced through small orifices. Continuous passage of the liquid through these points may produce local temperatures high enough to carbonize the liquid or turn it into sludge, yet the liquid in the reservoir may not indicate an excessively high temperature.
Liquids may break down if exposed to air, water, salt, or other impurities, especially if they are in constant motion or subjected to heat. Some metals, such as zinc, lead, brass, and copper, have undesirable chemical reactions with certain liquids.
These chemical reactions result in the formation of sludge, gums, carbon, or other deposits which clog openings, cause valves and pistons to stick or leak, and give poor lubrication to moving parts. Once a small amount of sludge or other deposits is formed, the rate of formation generally increases more rapidly. As these deposits are formed, certain changes in the physical and chemical properties of the liquid take place. The liquid usually becomes darker, the viscosity increases and damaging acids are formed.
The extent to which changes occur in different liquids depends on the type of liquid, type of refining, and whether it has been treated to provide further resistance to oxidation. The stability of liquids can be improved by the addition of oxidation inhibitors. Inhibitors selected to improve stability must be compatible with the other required properties of the liquid.
FREEDOM FROM ACIDITY
An ideal hydraulic liquid should be free from acids which cause corrosion of the metals in the system. Most liquids cannot be expected to remain completely no corrosive under severe operating conditions. The degree of acidity of a liquid, when new, may be satisfactory; but after use, the liquid may tend to become corrosive as it begins to deteriorate.
Many systems are idle for long periods after operating at high temperatures. This permits moisture to condense in the system, resulting in rust formation.
Certain corrosion- and rust-preventive additives are added to hydraulic liquids. Some of these additives are effective only for a limited period. Therefore, the best procedure is to use the liquid specified for the system for the time specified by the system manufacturer and to protect the liquid and the system as much as possible from contamination by foreign matter, from abnormal temperatures, and from misuse.
FLASHPOINT
Flashpoint is the temperature at which a liquid gives off vapor in sufficient quantity to ignite momentarily or flash when a flame is applied. A high flashpoint is desirable for hydraulic liquids because it provides good resistance to combustion and a low degree of evaporation at normal temperatures. Required flashpoint minimums vary from 300°F for the lightest oils to 510°F for the heaviest oils.
FIRE POINT
Fire point is the temperature at which a substance gives off vapor in sufficient quantity to ignite and continue to burn when exposed to a spark or flame. Like flashpoint, a high fire point is required of desirable hydraulic liquids.
MINIMUM TOXICITY
Toxicity is defined as the quality, state, or degree of being toxic or poisonous. Some liquids contain chemicals that are a serious toxic hazard. These toxic or poisonous chemicals may enter the body through inhalation, by absorption through the skin, or through the eyes or the mouth. The result is sickness and, in some cases, death. Manufacturers of hydraulic liquids strive to produce suitable liquids that contain no toxic chemicals and, as a result, most hydraulic liquids are free of harmful chemicals. Some fire-resistant liquids are toxic, and suitable protection and care in handling must be provided.
DENSITY AND COMPRESSIBILITY
A fluid with a specific gravity of less than 1.0 is desired when weight is critical, although with proper system design, a fluid with a specific gravity greater than one can be tolerated. Where avoidance of detection by military units is desired, a fluid which sinks rather than rises to the surface of the water is desirable. Fluids having a specific gravity greater than 1.0 are desired, as leaking fluid will sink, allowing the vessel with the leak to remain undetected.
Recall from chapter 2 that under extreme pressure a fluid may be compressed up to 7 percent of its original volume. Highly compressible fluids produce sluggish system operation. This does not present a serious problem in small, low-speed operations, but it must be considered in the operating instructions.
FOAMING TENDENCIES
Foam is an emulsion of gas bubbles in the fluid. Foam in a hydraulic system results from compressed gases in the hydraulic fluid. A fluid under high pressure can contain a large volume of air bubbles. When this fluid is depressurized, as when it reaches the reservoir, the gas bubbles in the fluid expand and produce foam. Any amount of foaming may cause pump cavitations and produce poor system response and spongy control. Therefore, defaming agents are often added to fluids to prevent foaming. Minimizing air in fluid systems is discussed later in this chapter.
CLEANLINESS
Cleanliness in hydraulic systems has received considerable attention recently. Some hydraulic systems, such as aerospace hydraulic systems, are extremely sensitive to contamination. Fluid cleanliness is of primary importance because contaminants can cause component malfunction, prevent proper valve seating, cause wear in components, and may increase the response time of servo valves. Fluid contaminants are discussed later in this chapter.
The inside of a hydraulic system can only be kept as clean as the fluid added to it. Initial fluid cleanliness can be achieved by observing stringent cleanliness requirements (discussed later in this chapter) or by filtering all fluid added to the system.
TYPES OF HYDRAULIC FLUIDS
There have been many liquids tested for use in hydraulic systems. Currently, liquids being used include mineral oil, water, phosphate ester, water-based ethylene glycol compounds, and silicone fluids. The three most common types of hydraulic liquids are petroleum-based, synthetic fire-resistant, and water-based fire-resistant.
PETROLEUM-BASED FLUIDS
The most common hydraulic fluids used in shipboard systems are the petroleum-based oils. These fluids contain additives to protect the fluid from oxidation (antioxidant), to protect system metals from corrosion (anticorrosion), to reduce tendency of the fluid to foam (foam suppressant), and to improve viscosity.
Petroleum-based fluids are used in surface ships，electro hydraulic steering and deck machinery systems, submarines，hydraulic systems, and aircraft automatic pilots, shock absorbers, brakes, control mechanisms, and other hydraulic systems using seal materials compatible with petroleum-based fluids.
SYNTHETIC FIRE-RESISTANT FLUIDS
Petroleum-based oils contain most of the desired properties of a hydraulic liquid. However, they are flammable under normal conditions and can become explosive when subjected to high pressures and a source of flame or high temperatures. Nonflammable synthetic liquids have been developed for use in hydraulic systems where fire hazards exist.
Phosphate Ester Fire-Resistant Fluid
Phosphate ester fire-resistant fluid for shipboard use is covered by specification MIL- H-19457. There are certain trade names closely associated with these fluids. However, the only acceptable fluids conforming to MIL-H-19457 are the ones listed on the current Qualified Products List (QPL) 19457. These fluids will be delivered in containers marked MIL-H-19457C or a later specification revision. Phosphate ester in containers marked by a brand name without specification identification must not be used in shipboard systems, as they may contain toxic chemicals.
These fluids will burn if sufficient heat and flame are applied, but they do not support combustion. Drawbacks of phosphate ester fluids are that they will attack and loosen commonly used paints and adhesives, deteriorate many types of insulations used in electrical cables, and deteriorate many gasket and seal materials. Therefore, gaskets and seals for systems in which phosphate ester fluids are used are manufactured of specific materials. Naval Ships， Technical Manual, chapter 262, specifies paints to be used on exterior surfaces of hydraulic systems and components in which phosphate ester fluid is used and on ship structure and decks in the immediate vicinity of this equipment. Naval Ships， Technical Manual, chapter 078, specifies gasket and seal materials used. NAVAIR 01-1A-17 also contains a list of materials resistant to phosphate ester fluids.
Trade names for phosphate ester fluids, which do not conform to MIL-H-19457 include Pydraul、Skydrol、and Fire Safe.
PHOSPHATE ESTER FLUID SAFETY.—as a maintenance person, operator, supervisor, or crew member of a ship, squadron, or naval shore installation, you must understand the hazards associated with hydraulic fluids to which you may be exposed.
Phosphate ester fluid conforming to specification MIL-H-19457 is used in aircraft elevators, ballast valve operating systems, and replenishment-at-sea systems. This type of fluid contains a controlled amount of neurotoxic material. Because of the neurotoxic effects that can result from ingestion, skin absorption, or inhalation of these fluids, be sure to use the following precautions:
1. Avoid contact with the fluids by wearing protective clothing.
2. Use chemical goggles or face shields to protect your eyes.
3. If you are expected to work in an atmosphere containing a fine mist or spray, wear a continuous-flow airline respirator.
4. Thoroughly clean skin areas contaminated by this fluid with soap and water.
5. If you get any fluid in your eyes, flush them with running water for at least 15 minutes and seek medical attention.
If you come in contact with MIL-H-19457 fluid, report the contact when you seek medical aid and whenever you have a routine medical examination.
Naval Ships， Technical Manual, chapter 262, contains a list of protective clothing, along with national stock numbers(NSN),for use with fluids conforming to MIL-H-19457.It also contains procedures for repair work and for low-level leakage and massive spills cleanup.
PHOSPHATE ESTER FLUID DISPOSAL.—Waste MIL-H-19457 fluids and refuse (rags and other materials) must not be dumped at sea. Fluid should be placed in bung-type drums. Rags and other materials should be placed in open top drums for shore disposal. These drums should be marked with a warning label stating their content, safety precautions, and disposal instructions. Detailed instructions for phosphate ester fluids disposal can be found in Naval Ships, Technical Manual, chapter 262, and OPNAVINST 5090.1.
Silicone Synthetic Fire-Resistant Fluids
Silicone synthetic fire-resistant fluids are frequently used for hydraulic systems which require fire resistance, but which have only marginal requirements for other chemical or physical properties common to hydraulic fluids. Silicone fluids do not have the detrimental characteristics of phosphate ester fluids, nor do they provide the corrosion protection and lubrication of phosphate ester fluids, but they are excellent for fire protection. Silicone fluid conforming to MIL-S-81087 is used in the missile hold-down and lockout system aboard submarines.
Lightweight Synthetic Fire-Resistant Fluids
In applications where weight is critical, lightweight synthetic fluid is used in hydrau
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