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Check that the pump shaft is rotating. Even though coupling guards and C-face mounts can make this difficult to confirm, it is important to establish if your pump shaft is rotating. If it isn’t, this could be an indication of a more severe issue, and this should be investigated immediately.

Check the oil level. This one tends to be the more obvious check, as it is often one of the only factors inspected before the pump is changed. The oil level should be three inches above the pump suction. Otherwise, a vortex can form in the reservoir, allowing air into the pump.

What does the pump sound like when it is operating normally? Vane pumps generally are quieter than piston and gear pumps. If the pump has a high-pitched whining sound, it most likely is cavitating. If it has a knocking sound, like marbles rattling around, then aeration is the likely cause.

Cavitation is the formation and collapse of air cavities in the liquid. When the pump cannot get the total volume of oil it needs, cavitation occurs. Hydraulic oil contains approximately nine percent dissolved air. When the pump does not receive adequate oil volume at its suction port, high vacuum pressure occurs.

This dissolved air is pulled out of the oil on the suction side and then collapses or implodes on the pressure side. The implosions produce a very steady, high-pitched sound. As the air bubbles collapse, the inside of the pump is damaged.

While cavitation is a devastating development, with proper preventative maintenance practices and a quality monitoring system, early detection and deterrence remain attainable goals. UE System’s UltraTrak 850S CD pump cavitation sensor is a Smart Analog Sensor designed and optimized to detect cavitation on pumps earlier by measuring the ultrasound produced as cavitation starts to develop early-onset bubbles in the pump. By continuously monitoring the impact caused by cavitation, the system provides a simple, single value to trend and alert when cavitation is occurring.

The oil viscosity is too high. Low oil temperature increases the oil viscosity, making it harder for the oil to reach the pump. Most hydraulic systems should not be started with the oil any colder than 40°F and should not be put under load until the oil is at least 70°F.

Many reservoirs do not have heaters, particularly in the South. Even when heaters are available, they are often disconnected. While the damage may not be immediate, if a pump is continually started up when the oil is too cold, the pump will fail prematurely.

The suction filter or strainer is contaminated. A strainer is typically 74 or 149 microns in size and is used to keep “large” particles out of the pump. The strainer may be located inside or outside the reservoir. Strainers located inside the reservoir are out of sight and out of mind. Many times, maintenance personnel are not even aware that there is a strainer in the reservoir.

The suction strainer should be removed from the line or reservoir and cleaned a minimum of once a year. Years ago, a plant sought out help to troubleshoot a system that had already had five pumps changed within a single week. Upon closer inspection, it was discovered that the breather cap was missing, allowing dirty air to flow directly into the reservoir.

A check of the hydraulic schematic showed a strainer in the suction line inside the tank. When the strainer was removed, a shop rag was found wrapped around the screen mesh. Apparently, someone had used the rag to plug the breather cap opening, and it had then fallen into the tank. Contamination can come from a variety of different sources, so it pays to be vigilant and responsible with our practices and reliability measures.

The electric motor is driving the hydraulic pump at a speed that is higher than the pump’s rating. All pumps have a recommended maximum drive speed. If the speed is too high, a higher volume of oil will be needed at the suction port.

Due to the size of the suction port, adequate oil cannot fill the suction cavity in the pump, resulting in cavitation. Although this rarely happens, some pumps are rated at a maximum drive speed of 1,200 revolutions per minute (RPM), while others have a maximum speed of 3,600 RPM. The drive speed should be checked any time a pump is replaced with a different brand or model.

Every one of these devastating causes of cavitation threatens to cause major, irreversible damage to your equipment. Therefore, it’s not only critical to have proper, proactive practices in place, but also a monitoring system that can continuously protect your valuable assets, such as UE System’s UltraTrak 850S CD pump cavitation senor. These sensors regularly monitor the health of your pumps and alert you immediately if cavitation symptoms are present, allowing you to take corrective action before it’s too late.

Aeration is sometimes known as pseudo cavitation because air is entering the pump suction cavity. However, the causes of aeration are entirely different than that of cavitation. While cavitation pulls air out of the oil, aeration is the result of outside air entering the pump’s suction line.

Several factors can cause aeration, including an air leak in the suction line. This could be in the form of a loose connection, a cracked line, or an improper fitting seal. One method of finding the leak is to squirt oil around the suction line fittings. The fluid will be momentarily drawn into the suction line, and the knocking sound inside the pump will stop for a short period of time once the airflow path is found.

A bad shaft seal can also cause aeration if the system is supplied by one or more fixed displacement pumps. Oil that bypasses inside a fixed displacement pump is ported back to the suction port. If the shaft seal is worn or damaged, air can flow through the seal and into the pump’s suction cavity.

As mentioned previously, if the oil level is too low, oil can enter the suction line and flow into the pump. Therefore, always check the oil level with all cylinders in the retracted position.

If a new pump is installed and pressure will not build, the shaft may be rotating in the wrong direction. Some gear pumps can be rotated in either direction, but most have an arrow on the housing indicating the direction of rotation, as depicted in Figure 2.

Pump rotation should always be viewed from the shaft end. If the pump is rotated in the wrong direction, adequate fluid will not fill the suction port due to the pump’s internal design.

A fixed displacement pump delivers a constant volume of oil for a given shaft speed. A relief valve must be included downstream of the pump to limit the maximum pressure in the system.

After the visual and sound checks are made, the next step is to determine whether you have a volume or pressure problem. If the pressure will not build to the desired level, isolate the pump and relief valve from the system. This can be done by closing a valve, plugging the line downstream, or blocking the relief valve. If the pressure builds when this is done, there is a component downstream of the isolation point that is bypassing. If the pressure does not build up, the pump or relief valve is bad.

If the system is operating at a slower speed, a volume problem exists. Pumps wear over time, which results in less oil being delivered. While a flow meter can be installed in the pump’s outlet line, this is not always practical, as the proper fittings and adapters may not be available. To determine if the pump is badly worn and bypassing, first check the current to the electric motor. If possible, this test should be made when the pump is new to establish a reference. Electric motor horsepower is relative to the hydraulic horsepower required by the system.

For example, if a 50-GPM pump is used and the maximum pressure is 1,500 psi, a 50-hp motor will be required. If the pump is delivering less oil than when it was new, the current to drive the pump will drop. A 230-volt, 50-hp motor has an average full load rating of 130 amps. If the amperage is considerably lower, the pump is most likely bypassing and should be changed.

Figure 4.To isolate a fixed displacement pump and relief valve from the system, close a valve or plug the line downstream (left). If pressure builds, a component downstream of the isolation point is bypassing (right).

The most common type of variable displacement pump is the pressure-compensating design. The compensator setting limits the maximum pressure at the pump’s outlet port. The pump should be isolated as described for the fixed displacement pump.

If pressure does not build up, the relief valve or pump compensator may be bad. Prior to checking either component, perform the necessary lockout procedures and verify that the pressure at the outlet port is zero psi. The relief valve and compensator can then be taken apart and checked for contamination, wear, and broken springs.

Install a flow meter in the case drain line and check the flow rate. Most variable displacement pumps bypass one to three percent of the maximum pump volume through the case drain line. If the flow rate reaches 10 percent, the pump should be changed. Permanently installing a flow meter in the case drain line is an excellent reliability and troubleshooting tool.

Ensure the compensator is 200 psi above the maximum load pressure. If set too low, the compensator spool will shift and start reducing the pump volume when the system is calling for maximum volume.

Performing these recommended tests should help you make good decisions about the condition of your pumps or the cause of pump failures. If you change a pump, have a reason for changing it. Don’t just do it because you have a spare one in stock.

Conduct a reliability assessment on each of your hydraulic systems so when an issue occurs, you will have current pressure and temperature readings to consult.

Al Smiley is the president of GPM Hydraulic Consulting Inc., located in Monroe, Georgia. Since 1994, GPM has provided hydraulic training, consulting and reliability assessments to companies in t...

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When a hydraulic system fails, finding the source of the problem can be a challenge. Though hydraulic systems primarily consist of a sump, motor, pump, valves, actuators and hydraulic fluid, any of these parts could be the source of failure. That"s not to mention the additional potential for failure through human error and faulty maintenance practices. If your system fails, you need to know why it fails, how to find the failure and how to keep it running smoothly in the future, all while keeping personnel safe.

It"s often easy to tell when a hydraulic system fails — symptoms can include high temperatures, low pressure readings and slow or erratic operation are glaring problems. But what are the most common causes of hydraulic systems failures? We can trace most hydraulic issues back to a few common causes, listed below.

Air and water contamination are the leading causes of hydraulic failure, accounting for 80 to 90% of hydraulic failures. Faulty pumps, system breaches or temperature issues often cause both types of contamination.

Air contamination is the entrance of air into a hydraulic system and consists of two types — aeration and cavitation. Both can cause severe damage to the hydraulic system over time by wearing down the pump and surrounding components, contaminating hydraulic fluids and even overheating the system. Although we are not pump manufacturers, we know it is essential to be aware of these types of contamination and how to identify their symptoms.

Cavitation:Hydraulic oil consists of about 9% dissolved air, which the pump can pull out and implode, causing pump problems and damage to the pump and to other components in a hydraulic system over time. You can identify this problem if your hydraulic pump is making a whining noise.

Aeration:Aeration occurs when air enters the pump cavity from an outside source. Usually, loose connections or leaks in the system cause this issue. Aeration also creates a sound when the pump is running, which sounds like knocking.

Water contamination is also a common problem in hydraulic systems, often caused by system leaks or condensation due to temperature changes. Water can degrade hydraulic components over time through oxidation and freeze damage. A milky appearance in hydraulic fluid can help you identify water contamination.

Fluid oxidization: Extreme heat can cause hydraulic fluid to oxidize and thicken. This fluid thickening can cause buildups in the system that restrict flow, but can also further reduce the ability of the system to dissipate heat.

Fluid thickening:Low temperatures increase the viscosity of hydraulic oil, making it harder for the oil to reach the pump. Putting systems under load before the oil reaches 70 degrees or more can damage the system through cavitation.

Fluid levels and quality can affect hydraulic system performance. Low fluid levels and inappropriate filtration can result in air contamination, while fluid contamination can cause temperature problems. Leaks can further exacerbate both issues.

Using the correct type of fluid is also essential, as certain hydraulic oils are compatible with specific applications. There are even oil options that offer higher resistance to temperature-related problems. Some oils even offer anti-wear and anti-foam additives to help prevent against wear and air contamination, respectively.

Human error is the base cause of many hydraulic system problems. Some of the most common errors that may result in your hydraulic pump not building pressure include the following.

Faulty installations: Improper installation of any component in a hydraulic system can result in severe errors. For example, the pump shaft may be rotating in the wrong direction, negatively affecting pressure buildup, or pipes may be incorrectly fitted, resulting in leaks.

Incompatible parts: An inexperienced installer may put mismatched components together, resulting in functional failures. For example, a pump may have a motor that runs beyond its maximum drive speed.

Improper maintenance or usage:Using systems outside their operational capabilities or failing to perform regular maintenance are some of the most common causes of hydraulic system damage, but are easy to rectify through updated maintenance policies and training.

The sources of system failures can be tricky to identify, but some hydraulic troubleshooting steps can help narrow down the options. So how do you troubleshoot a hydraulic system? Here are some of the fundamentals.

Check the pump: Take the pump assembly apart and assess all parts to ensure that they are functional and installed correctly. The most common problem areas include the pump shaft, coupling and filter.

Check the fluids:Check the level, color and viscosity of the hydraulic oil to ensure it meets specifications and has not become contaminated. Low hydraulic fluid symptoms include pressure or power loss. When in doubt, drain and replace the fluids.

Check the seals: Look for evidence of any fluid leakage around your hydraulic system"s seals, especially the shaft seal. Leakage can indicate worn-out or blown seals that can cause malfunctions with pumps, motors and control valves.

Check the filters: Ensure filters are clear of plugs and blockages. Common clogged hydraulic filter symptoms include sluggish operation and noisy operation.

Hydraulic system issues are inevitable at some point. However, simple steps can help you avoid these issues and increase the longevity of your hydraulic system. On top of effective troubleshooting, you can prevent hydraulic system failure by taking the following steps.

Follow specifications: We can trace the most common hydraulic system issues back to fundamental system problems like incompatible or improperly installed parts. For this reason, it"s essential to always double-check specifications to ensure your purchased parts can work together seamlessly.

On top of these steps, look into hydraulic system products that are specifically designed to help prevent failures. One such product is Bear-Loc® by York Precision. This innovative locking actuator is a safe, reliable feature for hydraulic components, automatically locking when sleeve pressure is relieved, preventing movement if a hydraulic system fails. This way, your can protect your personnel from injuries related to hydraulic failures. Even better, York Precision offers in-house design, engineering expertise and machining and manufacturing capabilities to produce a hydraulic locking device that meets your exact specifications.

Regularly review hydraulic system maintenance, always following manufacturer recommendations and industry best practices. Also, consider the storage condition, external influences, working pressure and usage frequency of your system to tailor your maintenance schedule and procedures.

Daily tasks:Take care of a few simple daily checks to avoid issues. For example, personnel should check the oil levels, hoses and connections and listen to the pump for abnormal sounds.

Be mindful of location:Do not stand at endpoints while working on hydraulic systems. This safety measure can help prevent loss of limb and life, as there is a lot of pressure built up in these areas that can release and result in life-threatening situations.

The best safety measures, however, are to perform excellent maintenance and use high-quality parts. If you"re looking for a quality hydraulic component manufacturer, York Precision Machining & Hydraulics can help.