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Abrasive effect
Hydraulic elements such as valves or pumps have moving metal parts which are only fit-sealed. These parts have a clearance well below 50 µm, so it is essential to ensure adequate filtration of the hydraulic fluid. The finer the filtration, the more elaborate and expensive it is, and the question of which filter to use in which part of the system is therefore also an economic one. The chosen solutions often fail to allow for micro-particles < 10 µm, even though these can include very hard particles such as silicon. These are carried along in the flow and graze the surfaces they come into contact with. The resulting wear is known as abrasion and shortens the lifetime of the components.
In such an environment, it may make economic sense to install additional bypass filters with microfilter elements (≤ 5 µm) in order to prolong the lifetime of the machine. Here again, RT-Filtertechnik offers competent support and a range of suitable products.
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Absolute filtration rating
This term means, for example, that a 10 µm absolute filter would not let a 10 µm diameter glass bead through. It should only be cited in connection with the glass bead test, which is only used by filter manufacturers.
It should not be cited when talking to users as it may mislead them.
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Absolute pressure
Pressure in a system as compared with zero pressure in a completely empty space (100% vacuum) (according to DIN 1314) |
 
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Additive (for lubricants)
Chemical additive designed to modify the existing properties of a fluid or endow it with new ones (CETOP RP 100). The natural substance mineral oil lacks a number of properties required by a pressure fluid, and which can only be obtained with the use of additives. These include substances to improve rust protection, age resistance, wear resistance, VT capacity, load bearing capacity (pressure resistance), etc. |
 
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Additive consumption
Pressure fluids which are subject to higher loads require the use of additives. Various additives are decomposed or destroyed by operational stresses. For example, HP (high-pressure) additive molecules may be crushed by the shear effect or detergent additives may be filtered out due to dirt adhesion, thus resulting in their depletion. In the case of more expensive oils, it may be worth replacing the additives. For smaller oil quantities a regular change of oil is the better course of action, however. |
 
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Aging of fluids
Damage to the pressure fluid mainly due to oxidisation (formation of acid residues) and polymerisation (enlargement of hydrocarbon chains); generates sludge or resinous coatings on components as a result of the ageing process.
Ageng is accelerated by air (oxygen), water, high temperatures and metallic catalysts. It is measured by the neutralisation index.
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Air breather
The actuators in a hydraulic system (cylinders, swivel drive, motors, etc.) consume different volumes of oil depending on functional status. This means that the oil level in a hydraulic tank is constantly fluctuating, and so air must be allowed to pass freely into and out of the tank. It is also particularly important that this air is filtered. The grade of filtration should be at least as fine as the finest filter in the system. In addition to this, there are also air breather and bleeding filters with a water absorbing function. |
 
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Air breather and bleeding filter
The actuators in a hydraulic system (cylinders, swivel drive, motors, etc.) consume different volumes of oil depending on functional status. This means that the oil level in a hydraulic tank is constantly fluctuating, and so air must be allowed to pass freely into and out of the tank. It is also particularly important that this air is filtered. The grade of filtration should be at least as fine as the finest filter in the system. In addition to this, there are also air breather and bleeding filters with a water absorbing function. |
 
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Air Cleaner Fine Test Dust
Test dust for conducting the multipass test according to ISO 4572. The quantitative composition of the individual particle sizes is predefined, thus ensuring a uniform contamination basis for all multipass tests.
Since ACFTD consists of sand with different grain sizes, however, its effect on the filtration result cannot be applied straightforwardly to contamination through abraded matter, which has different geometric shapes.
Production of ACFTD ceased around 1992. This was replaced by ISO-MTD dust, on which the new multipass test ISO 16889 is based.
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Anti cavitation valve
In suction/return flow filters, the oil flowing back out of the system is filtered and pressurised by a precharge valve. This enables the pump - usually the feed pump of the hydrostat - can be filled with filtered oil and excess pressure. Should the return flow volume fall below the required pump intake, the pump supply still has to be guaranteed. For this purpose, an anti-caviation valve is integrated in the filter through which the oil from the tank can pass into the filter housing. In the case of RT suction/return flow filter, this valve can also be optionally equipped with a strainer. |
 
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APC - particle counter
The quickest way to analyse particles in the fluid is with an automated particle counter. In this process, the oil flows past a light source, causing the intensity of the light beam registered by a photodiode to decrease according to the size of the individual particles. The change in the light beam intensity triggers voltage changes in the photodiode which provide a direct measure of the particle size. Obtaining a correct reading depends on the particles passing the light beam in succession: with this method of measurement, however, the result may be falsified by air bubbles and water droplets. It is therefore important to prepare the samples correctly.
Essential criteria for a meaningful oil analysis are:
selection of the right sampling point (representative sampling)
cleanliness of the sampling process
correct preparation of the samples
Regular and representative sampling and correct counting of the particles provide an early indication of any adverse occurrences. That way failures can be prevented at an early stage.
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Bar
Unit for measuring pressure: 1 bar = 100.000 N/m˛
The unit “bar“ is frequently used in modern fluid technology, as that way the traditional numeric values can still be used for pressures. In the SI system, the unit “Pascal“ is recommended for pressure data:
1 Pa = 1 N/m˛
A simple conversion gives:
10 bar = 1 • 1.000.000 Pa = 1 MPa.
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BAUMA
BAUMA is the world's biggest trade fair for building and building materials machinery. It takes place in Munich at 3-yearly intervals, i.e. 2004, 2007, 2010, etc. For more information, visit www.bauma.de. |
 
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Beta-value
Measure of the effectiveness of a filter. It is a proportional value calculated from the number of particles before and after passage through the filter at a certain pressure drop.
βx = Particle number > x(µm) before the filter / Particle number after the filter
According to this, βx = 1 means that no particles are removed, and βx = 2 means 50% are removed. Today’s target minimum practical value of βx = 200 means that 99% of dirt with the particle size x is filtered out: higher β-values than this thus have little practical significance.
The βx-value is not sufficient on its own; rather, all parameters within which the β-value was found must be stated, i.e. the full test report. The test procedure is standardised by ISO 16889.
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Bio oils
Biodegradable fluids are hydraulic oils which biodegrade much quicker than mineral oils. Biodegradation is a chemical transformation brought about by microorganisms under aerobic conditions and in hydrous environments, leading ultimately to mineralisation (OECD screening test).
Biodegradability, soil and water safety and the absence of dangerous substances are important criteria for the environment-friendliness of a fluid.
To the biodegradable fluids belong: HEES, HEPR, HETG und HEPG.
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Bursting pressure
Static pressure at which a pipe or pipe connection is damaged so severely that the pressure medium escapes (DIN 24312).
This definition should also be used with reference to the filter housing, although it does not coincide with DIN-ISO 2941, according to which the permissible bursting/collapse pressure is the pressure at which a filter element can still maintain its full performance.
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Bypass filter
Bypass filters are used for separating either extremely fine particles (< 5 µm) or water from the oil. Specially treated glass fibre or cellulose paper elements are often used for this purpose. The above aim can only be achieved if the filter is operated with a low, non-pulsating volume flow. Bypass filters are supplied either by a separate pump directly from the hydraulic tank or from the system line via a flow regulating valve.
RT-Filtertechnik also offers a specially designed combined filter element which allows integrated bypass filtration.
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Bypass filtration
Bypass filters are used for separating either extremely fine particles (< 5 µm) or water from the oil. Specially treated glass fibre or cellulose paper elements are often used for this purpose. The above aim can only be achieved if the filter is operated with a low, non-pulsating volume flow. Bypass filters are supplied either by a separate pump directly from the hydraulic tank or from the system line via a flow regulating valve.
RT-Filtertechnik also offers a specially designed combined filter element which allows integrated bypass filtration.
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Bypass filtration
In bypass filtration, a certain flow volume is diverted from the main pipe (usually the return flow pipe) of the system. This is done by means of a flow divider or other flow control valves in order to keep the diverted flow as even as possible. A microfiltration system or filter unit for water separation can be integrated into this bypass flow. |
 
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Bypass flow
In hydraulic terms, a bypass flow is a volume flow which is fed by a separate pump (usually a ZRP) independently of the actual feed pumps of the system. A bypass circuit offers an effective means of microfiltration as the volume flow is individually adjustable and even. Many bypass flow systems also cool the oil, thus additionally ensuring the thermal stability of the system. |
 
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Bypass valve
Valve parallel to a hydraulic device which allows the pressure medium to bypass that device under certain conditions, e.g.: a pre-stressed check valve fitted in the bypass flow of a filter which allows the unfiltered medium to bypass the filter element when a specified pressure difference is reached in the filter. This does impair the effectiveness of the filter, however. Its design is that of a bypass check valve. |
 
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Cavitation
The formation of cavities in fluids. This occurs when the local static pressure in a fluid falls below a critical value, which is generally roughly equivalent to the steam pressure of the fluid.
Manifestations of cavitation:
flow cavitation
vibratory cavitation
boiling cavitation
Of particular relevance to fluid technology is flow cavitation. This mainly occurs where the cross-section narrows or widens or the flow direction changes suddenly. In narrower sections, the static pressure falls due to the increased flow speed and the consequent conversion of static pressure to dynamic pressure (flow energy). After a widening of the cross-section, eddy currents usually occur at whose centre the static pressure can fall to the critical value due to the high peripheral velocity of the fluid. A similar effect occurs after sudden changes of direction.
A distinction is made between steam and gas cavitation depending on whether the cavitation bubbles contain steam from the fluid or a gas such as air which was dissolved in the fluid. For example, water only dissolves small amounts of air, so cavitation in water will usually be steam cavitation. Mineral oil on the other hand dissolves much larger quantities of air (approx. 9 % by volume under normal conditions according to Bunsen coefficient). Cavitation in mineral oil can therefore be assumed to be a mixture of steam and gas cavitation.
The main consequences of cavitation are:
cavitation wear,
undissolved gas in the hydraulic system
loud noises at high frequency
local high temperatures in the fluid and
changes in the characteristics of hydraulic resistances
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Cavitation damage
The formation of cavities in fluids. This occurs when the local static pressure in a fluid falls below a critical value, which is generally roughly equivalent to the steam pressure of the fluid.
Manifestations of cavitation:
flow cavitation
vibratory cavitation
boiling cavitation
Of particular relevance to fluid technology is flow cavitation. This mainly occurs where the cross-section narrows or widens or the flow direction changes suddenly. In narrower sections, the static pressure falls due to the increased flow speed and the consequent conversion of static pressure to dynamic pressure (flow energy). After a widening of the cross-section, eddy currents usually occur at whose centre the static pressure can fall to the critical value due to the high peripheral velocity of the fluid. A similar effect occurs after sudden changes of direction.
A distinction is made between steam and gas cavitation depending on whether the cavitation bubbles contain steam from the fluid or a gas such as air which was dissolved in the fluid. For example, water only dissolves small amounts of air, so cavitation in water will usually be steam cavitation. Mineral oil on the other hand dissolves much larger quantities of air (approx. 9 % by volume under normal conditions according to Bunsen coefficient). Cavitation in mineral oil can therefore be assumed to be a mixture of steam and gas cavitation.
The main consequences of cavitation are:
cavitation wear,
undissolved gas in the hydraulic system
loud noises at high frequency
local high temperatures in the fluid and
changes in the characteristics of hydraulic resistances
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Closed circuit
Circuit of a hydraulic drive in which the fluid is circulated from the pump to the motor and from there directly back to the suction pipe of the pump. Any leakage oil is replaced by a low-pressure feed pump. Since very small oil volumes are circulated in such systems (e.g. approx. 8 l at 300 kW), the oil must be constantly renewed and cooled. The feed pump thus also acts as a flushing pump.
The closed circuit is of particular advantage where the load has a pushing function (e.g. vehicles) or pulling function (e.g. cranes). In these phases, the hydraulic motor becomes a pump which is in turn supported by the drive motor (e.g. combustion engine), i.e. a closed circuit can be used for braking. No valves are necessary in the power flow for purposes of motor control.
Applications with a closed circuit lend themselves particularly to the use of suction/return flow filters because of their functional advantages for cold starts.
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Closed circuit
Circuit of a hydraulic drive in which the fluid is circulated from the pump to the motor and from there directly back to the suction pipe of the pump. Any leakage oil is replaced by a low-pressure feed pump. Since very small oil volumes are circulated in such systems (e.g. approx. 8 l at 300 kW), the oil must be constantly renewed and cooled. The feed pump thus also acts as a flushing pump.
The closed circuit is of particular advantage where the load has a pushing function (e.g. vehicles) or pulling function (e.g. cranes). In these phases, the hydraulic motor becomes a pump which is in turn supported by the drive motor (e.g. combustion engine), i.e. a closed circuit can be used for braking. No valves are necessary in the power flow for purposes of motor control.
Applications with a closed circuit lend themselves particularly to the use of suction/return flow filters because of their functional advantages for cold starts.
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Cold start
When designing hydraulic filters for mobile hydraulic applications, it is important to take into account the cold start characteristics. The high viscosity of the fluid at low temperatures (< 0 degrees) increases the flow resistance of a filter element by many times. To protect the element from destruction and ensure that the overall filtration result (oil purity) comes up to expectations, the design of the filter area, grade of filtration, filter materials and valve system must be designed with great care. This takes a lot of experience - something which RT-Filtertechnik, with over 40 years' expertise in mobile hydraulics, can offer its customers in plenty. |
 
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Cold start conditions
When designing hydraulic filters for mobile hydraulic applications, it is important to take into account the cold start characteristics. The high viscosity of the fluid at low temperatures (< 0 degrees) increases the flow resistance of a filter element by many times. To protect the element from destruction and ensure that the overall filtration result (oil purity) comes up to expectations, the design of the filter area, grade of filtration, filter materials and valve system must be designed with great care. This takes a lot of experience - something which RT-Filtertechnik, with over 40 years' expertise in mobile hydraulics, can offer its customers in plenty. |
 
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Collapse pressure
Pressure at which a filter element is damaged so severely that it is no longer useable.
According to ISO 2941, however, the collapse pressure only means the pressure at which the filter element can still maintain its full performance under load.
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Combined element
The fine filtration of hydraulic oils is usually performed with glass fibre fabric based deep-bed filters. To filter out microparticles (< 5 µm), a complex additional bypass filtration system is often installed. Now RT-Filtertechnik has developed the combined element, integrating glass fibre fabrics with multiple grades of filtration. That way a single filter element can be used to filter out microparticles and ensure the ongoing purity of the system at the same time.
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Comité Européen des Transmissions Oleohydrauliques et Pneumatiques
The European Fluid Power Committee was established in 1962. CETOP consists of over 700 firms from 13 European countries, represented via the national fluid power associations. The member associations are from Belgium, Denmark, Finland, France, Germany, Italy, the Netherlands, Norway, Sweden, Switzerland, Slovenia and Spain and the UK.
The aim of CETOP is to promote and support the European fluid power industry. The Committee plays an important role within the European Union, allowing national interests to be coordinated at European level and a united front to be presented to the EU Commission.
CETOP offers its members information which is often unavailable from other sources, e.g. statistics and economic data. It also conducts joint PR work via various publications or via CETOP exhibition stands at approved trade fairs, as well as drawing up recommendations for further training in the hydraulic and pneumatic sector.
In addition, CETOP allows opinion shaping and coordination at European level in matters of international standardisation and EU directives. CETOP had already published technical recommendations for fluid power long before the responsible Technical Committee was established at ISO, and still plays a pioneering role in drawing up technical regulations, e.g. in the field of pressure fluids and contamination monitoring. Since the establishment of the European Committee, a total of more than 100 Technical Recommendations have been drafted, some of which have been published worldwide as ISO standards. The preparation of standards and recommendations in cooperation with national standardisation organisations and the relevant Technical Committees of ISO and CEM is thus an important function of CETOP.
All non-standardised CETOP recommendations have been withdrawn by CETOP as of 2004.
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Contamination indicator
Indicates when the flow resistance of a filter element has reached the maximum permissible value due to increasing dirt accumulation.
This can be implemented via a direct visual display, although this requires careful observation. A better solution is to use electric indicators with lamps or acoustic signals.
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Cumulative filter efficiency
The cumulative efficiency of a hydraulic filter is a measure of how well it filters out solid particles.
It is calculated according to ISO 16889 as follows:
εx = (Nu - Nd)/Nu – 1/βx
εx = cumulative efficiency for particles larger than x µm
Nu = Number of particles > x µm upstream of filter
Nd = Number of particles > x µm downstream of filter
The cumulative efficiency is generally expressed as a %. It is linked to the βx - value from the multipass test.
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Deep-bed filters
Deep-bed filters can be composed of a wide variety of media. In hydraulic filters, it is mostly cellulose paper and glass-fibre tissue that is used. For special applications, synthetic tissues (high strength) and metal-fibre tissues (temperature loads above 130 şC) are used.
Thanks to their tissue-like structure, deep-bed filters not only separate particles at the surface of the filter material, but the particles can penetrate the material itself, thus greatly increasing the effective filtration area. Unlike strainers, tissue filters do not have “holes”, but practically consist of labyrinths in which the particles get caught. Consequently, instead of a focused “straining” effect, a wide range of particles are captured.
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Diesel effect
If mineral oil containing air bubbles is compressed very quickly, the bubbles are heated to such a temperature that the gas and air mixture may self-ignite. This leads to a sharp local rise in pressure and temperature – which can also damage seals – as well as to accelerated ageing of the oil. |
 
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Dirt holding capacity of a filter
Also known as effective dirt capacity. Indicates the amount of dirt a particular filter can absorb before a reference pressure (usually the response pressure of the bypass valve) is reached. In other words, the dirt holding capacity is also a measure of the filter element’s service life.
The dirt holding capacity can be calculated with a high degree of accuracy from the α value. It mainly depends on the filter element used and – if a bypass valve is fitted – its initial pressure difference ∆pA. The dirt holding test is conducted according to ISO 16889 (cumulative filter efficiency). ISO 3968 contains the tests for determining the pressure difference.
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Disposable filter element
Filter element which is replaced with a new one after a certain operating period or on reaching a certain flow resistance. The soiled filter element must be disposed of in an environment-friendly manner. Most deep-bed filters are disposable.
Alternatively, the element can be washed out ultrasonically in the case of strainer filters.
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Dynamic viscosity
The following relationship applies between the shearing strain = F/A and the velocity gradient in a moving fluid:
(η • dv)/ds
The proportionality factor η is known as the dynamic viscosity. This is a measure of the internal resistance acting against the movement of adjacent layers in the fluid. The dynamic viscosity thus has a strong impact on the friction of the flow medium as well as the leakage losses in gaps.
The dynamic viscosity is a variable specific to each fluid which, in the case of Newtonian fluids, depends on temperature and pressure. It is measured in Pa • s.
The former unit P (cP) is no longer valid.
Conversion rule: 1 cP = 1 mPa • s.
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Element for pressure filters
Filter element which can withstand a differential pressure at least as high as the nominal pressure of the system without damage to its structure or to the filtering material. |
 
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Feed pump
Travelling machines with a hydraulic travelling gear are usually equipped with a closed circuit. In this closed circuit, oil leakages occur which have to be drained off directly into the tank. Consequently, the same volume of oil has to be fed back from the tank into the closed circuit. This is done via the fed pump. Since the fed-in oil remains in the closed circuit for a long time and is exposed to high loads, it is very important to ensure good filtration. To ensure optimal operating conditions for the feed pump, a suction/return flow filter is used. |
 
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Feed pump circuit
Travelling machines with a hydraulic travelling gear are usually equipped with a closed circuit. In this closed circuit, oil leakages occur which have to be drained off directly into the tank. Consequently, the same volume of oil has to be fed back from the tank into the closed circuit. This is done via the fed pump. Since the fed-in oil remains in the closed circuit for a long time and is exposed to high loads, it is very important to ensure good filtration. To ensure optimal operating conditions for the feed pump, a suction/return flow filter is used. |
 
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Filler filter and air breather
The actuators in a hydraulic system (cylinders, swivel drive, motors, etc.) consume different volumes of oil according to their functional status. This means that the oil level in a hydraulic tank is constantly fluctuating. It must therefore be ensured that air can move freely into and out of the tank at all times. It is important that this air is filtered, the grade of filtration being determined by the finest filter in the system. A vent valve with a water absorption function is also provided.
In versions with a filling function, the air filter unit can be easily unscrewed to fill the tank with oil. A metal sieve is fitted in the filling filler neck for coarse filtration.
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Filter area
The filter area of a folded filter element is calculated mathematically. The larger the filter area, the lower the flow resistance of the filter element - and the greater the dirt absorption capacity. A minimum distance must be maintained between the folds of the filter element however in order to make effective use of the filter area. If the area is increased any further, this can have adverse effects on all operating parameters.
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Filter element
The filter element is the part of a filter into which solid particles above a certain size are separated. The separation material used in the filter element may be paper, glass fibre, plastic or metal gauze. Paper and glass fibre elements are always disposable elements, while metal gauze elements can be ultrasonically regenerated. |
 
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Filter lifetime
In filtration, the term service life means the number of operating hours before the filter element has to be changed. The service life of a filter element depends on several parameters: dirt absorption capacity, filter area, specific contamination in the machine and initial pressure difference.
At the end of its service life, the element must be cleaned (wire mesh elements only) or changed. The maintenance required can be indicated visually or electrically, or it may be defined in terms of a set number of operating hours. When determining the maintenance intervals, the mechanical loading of an element also needs to be taken into account. In the case of mobile machinery in particular, filter elements must be designed with a view not only to their dirt absorption capacity, but also their mechanical endurance strength. |
 
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Filter material
Filter elements are made from various kinds of materials.
Non-metallic materials are almost exclusively used for filter tissues:
These include:
impregnated cellulose (paper) for simple filters (no longer used in modern filters!),
glass-fibre materials with very fine, uniform fibres; these have the best filtration effect;
plastics (polyester, etc.)
Metallic materials are generally used for special purposes:
gauzes and tissues made of stainless steel wire,
sintered filters made of spherical brass
metal edge filters (plate-type filters) made of sheet steel,
magnetic filters.
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Filter range
All fluid systems (hydraulic systems, cooling circuits, etc.) must be fitted with a filtration unit in order to maximise the lifetime of both the fluid and system components. The filtration grade, type, installation point and size of the filter must be such that the required filtration result is achieved while observing due economy of operation. It is therefore essential to choose the right filter based on expert advice. To help you make a preliminary selection, RT-Filtertechnik also offers an electronic selection guide on its homepage. |
 
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Filter tissue
Filter tissues consist of any number of superimposed layers which are produced by the suspension of irregularly arranged fibres (chopped strands). This results in a large number of small but irregular pores which form a curved path for the flow medium. |
 
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Filtration grade
When defining the filtation grade, it is necessary to distinguish between the different filter materials used. With the wire mesh elements commonly used in suction filters or strainers, the filtration grade can be defined simply in terms of the mesh width. Even here, however, there are some types of mesh fabric (braid and armoured braid fabrics) whose mesh width is not so easy to measure. The wire mesh elements used in hydraulics usually have a filtration grade of 20 - 200 µm.
In order to define the filtration grade of deep-bed filter elements, the so-called multipass test (ISO 16889) was developed. In this test, a defined, contaminated oil flow is passed through the filter, and the number of different sized dirt particles are measured upstream and downstream of the filter. The ratio of upstream to downstream particles (of a certain size) is known as the beta value. The larger the beta value, the more particles are retained. The particle size at which the beta value reaches a pre-specified number is known as the defined filtration grade of the element. Typical grades in hydraulics are 3 µm, 5 µm, 10 µm, 15 µm, 20 µm and 25 µm.
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Flow rate
The volume of fluid which flows through a particular cross-section within a unit of time. The flow rate is generated by the pump. Important: the flow rate within the piping system may also exceed the max. output of the pump (area ratio of cylinders).
Normal unit of measure: l/min, symbol: Q or qv
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Flow rate
The flow rate of the pressure fluid determines the flow resistance in pipes and hydraulic components. A higher rate leads to more power dissipation. There is also a critical rate depending on viscosity above which the flow changes from laminar to turbulent. A turbulent flow is undesirable in hydraulic systems. When designing filters, the flow rate also has to be taken into account to ensure an optimal separation of the dirt particles.
The following flow rates are regarded as optimal in a hydraulic system:
suction pipe 0.5 – 1.5 m/s
pressure pipe 30 - 60 bar: 3 m/s
pressure pipe 60 - 150 bar: 4 - 5 m/s
pressure pipe > 200 bar: 5 - 7 m/s
return flow pipe 2 – 3 m/s
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Flow resistance
Each component through which a pressure fluid flows presents a resistance to that flow. The strength of the resistance can be measured upstream of the component as a pressure (in bars). The resistance is influenced by the following factors:
flow area
volumetric flow
viscosity (temperature)
The flow resistance in filter elements also depends on the degree of contamination. The higher the resistance in the components, the greater the power dissipation and hence the heat generated in the system. This has to be set against the cost of all components. When designing filters, it is necessary to consider not only the resistance but also the dirt absorption capacity and hence the achievable .
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Full-flow return filtration
In this case the full-flow filtration system is designed so that the oil flowing back from the system (actuators and valves) is fed through a return flow filter, usually fitted in the tank. This method of filtration is highly effective and cheap to install, but has the disadvantage that leakage oil cannot be passed through the filter, particularly in mobile machinery. The effectiveness of the filtration should always be verified in action in the machine. |
 
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Full-flow return filtration
In this case the full-flow filtration system is designed so that the oil flowing back from the system (actuators and valves) is fed through a return flow filter, usually fitted in the tank. This method of filtration is highly effective and cheap to install, but has the disadvantage that leakage oil cannot be passed through the filter, particularly in mobile machinery. The effectiveness of the filtration should always be verified in action in the machine. |
 
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Full-flow return flow filter
In this case the full-flow filtration system is designed so that the oil flowing back from the system (actuators and valves) is fed through a return flow filter, usually fitted in the tank. This method of filtration is highly effective and cheap to install, but has the disadvantage that leakage oil cannot be passed through the filter, particularly in mobile machinery. The effectiveness of the filtration should always be verified in action in the machine. |
 
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Full-flow systems
Modern hydraulic systems require high standards of oil purity. These can only be maintained if the entire flow volume moving through the system passes at least once through a microfilter (≤ 20 µm). This type of arrangement is known as full-flow filtration. |
 
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Glass fibre fabric
Glass fibre fabrics are one of the main materials used in modern filtration. They are produced by mixing selected fibres 1-5 mm in length and 3-10 µm in diameter according to a fixed ratio. The production process is similar to that of paper, usually involving resin-bonding and impregnation. They are superior to cellulose paper however in that they have a much more homogeneous fibre structure and hence larger open pore surfaces. This serves to reduce the flow resistance. |
 
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HEES
For many manufacturers, the next step – following the negative experiences with rapeseed oils in the engineering sector – was to develop synthetic esters, or HEESs (Hydaulic Oil Environmental Ester Synthetics) for short. Although saturated synthetic esters had already been on the market for years, they had been regarded as too expensive. For economic reasons therefore, mainly unsaturated TMP esters (trimethyl propane esters, also known as oleic acid esters or trioleates) were used.
TMP esters have a better low and high-temperature stability than natural rapeseed oil. These differences are due to the different distribution of fatty acids in the esters: the low polyunsaturated fatty acid content of oleic acids means that TMP esters have a better resistance to oxidation and a lower pour point than rapeseed oils or triglycerides. The main advantages of unsaturated synthetic esters over rapeseed oils are thus:
suitability for use over a wide temperature range
less conglutination and gumming
longer life
One major problem with trioleate esters, however, is that products from different suppliers – despite having the same chemical name - vary considerably in terms of their technical properties. Apart from obvious differences in product quality which are due to the base oils used, both the esterification technology and additive process are critical to the quality of the product. It is always difficult for the user to judge the quality of an unsaturated synthetic ester product from its name, as the abbreviation HEES is used universally for these products according to VDMA 24568 (German Machine and Plant Engineering Association). To make matters even more confusing, the same abbreviation is also used to refer to saturated synthetic ester oils.
Environment-friendly lubricants and pressure fluids based on saturated synthetic esters (HEES) have been available on the market since 1985. They are produced when water is separated by the reaction of alcohols with carbonic acids. The base substances used here are derived from the petrochemical industry.
Saturated synthetic esters are regarded as environment-friendly due to the following characteristics:
rapid biodegradability,
low toxicity,
long lifetime,
treatability after use,
easy disposal.
They also have a number of positive characteristics from a technical point of view, however:
excellent viscosity/temperature characteristics
very good lubricative properties
very good corrosion protection
soluble in mineral oil
available in all necessary viscosity classes
compatible with all filter materials
good shear stability
good compatibility with elastomers
very good resistance to ageing
high-temperature stability
very good low-temperature stability
low pour point
The disadvantage of saturated ester oils is their high price in comparison to mineral oils or even rapeseed and unsaturated ester oils. This price disadvantage has to be compensated for by the above technical advantages and the possibility of using the oils over a longer period.
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HEPG
Polyalkylglycols, or polyglycols for short, have been used for nearly 50 years due to their effective lubricative properties. For a long time, polyglycol oils were mainly prized for their performance under extreme conditions, e.g. very low or high continuous temperatures. Following the introduction of environment-friendly lubricants and pressure fluids, however, polyglycols (Hydraulic Oil Environmental Polyglycols, HEPGs) also began to gain importance in this field. They are all (depending on their structure) environmentally acceptable. Thanks to their solubility in water, for example, they have played a major role in the food industry for over 25 years. It was therefore logical to consider using polyglycols with low toxicity and sufficient biodegradability as a basis for environment-friendly lubricants and pressure fluids.
Among the various types of polyglycol, only polybutylene glycols and an ethylene oxide/propylene oxide copolymer are used for this purpose. These are cold-water soluble types, i.e. substances which do not inhibit the exchange of oxygen at the surface of the water while having an oxygen-depleting effect at the bottom; only these types conform to the required ecotoxicity values. Besides the above environment-related characteristics, polyglycols also have good technical properties, e.g.:
very good lubricative properties,
shear stability,
good resistance to ageing,
good viscosity/temperature characteristics
good high and low temperature stability.
There are also some properties which make them less suitable as lubricants and pressure fluids, however:
limited (sometimes very poor) compatibility with seals and hoses
corrosive effect on paint and coatings
cannot be mixed with other media
mixability with water (in this case water in the system cannot be filtered out, possibly leading to corrosion or cavitation)
higher density than mineral oil and/or esters: requires special configuration of pipes and equipment
incompatibility with galvanised filters and paper filter elements
Despite these disadvantages, the technical properties of polyglycol-based lubricants are too useful to be forfeited. For this reason, they are still frequently used in the industrial sector, given the right machine configuration and seals/hoses made of suitable materials.
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HEPR fluids (PAO)
The new group abbreviated to HEPRs (Hydraulic Oil Environmental Polyalphaolefines and Related Products) is used to classify fluids which are mostly synthesised from polyalphaolefines (PAOs) and related hydrocarbons. Only low-viscosity PAOs, which are more readily degradable than other mineral oils, may be used here however. The so-called hydrocrack base oils also come under the heading of HEPR fluids. According to ISO DIS 15 380, these are generally understood as “polyalphaolefines and related hydrocarbons including the base oil components of other readily biodegradable base fluids“. In other words, there is much scope for variation among HEPR fluids.
Empirical information on the advantages and disadvantages of HEPR fluids is not yet available, and the range of possible formulas makes it impossible to speculate with any accuracy. In practice, the quality monitoring of HEPR fluids should prove a major problem for analysts. On the one hand, mineral oil based products in the widest sense are used as base oils; on the other hand, base oil components of other readily biodegradable base fluids, i.e. rapeseed oils, oleates and synthetic ester oils can be added. Consequently, it will not be possible using the simpler oil analysis methods normally used for routine checks to determine the extent to which the HEPR product has been mixed with other products (biodegradable or otherwise) during use.
On the face of it, this may even be welcomed by machinery and lubricant users, as a ban on mixing is always inconvenient. So is the creation of a product which can be mixed so freely such a bad thing? The answer is clearly “yes“, as in this case there is no certainty as to how mixing will affect the fluid’s compatibility with seals, hoses, non-ferrous metals, paint and coatings. The properties of polyalphaolefines and hydrocrack products are sufficiently well known and can thus be reliably assessed. If they are infiltrated by base oil components of other biodegradable base fluids, however, it must be assumed that these properties will undergo fundamental changes.
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HETG
The end of the 80s saw a virtually universal breakthrough of biological oils including rapeseed. Since there were no test methods specially geared to these products at the time, their technical properties were established using test procedures originally designed for mineral oils. In these tests, the rapeseed oils fared well across the board. In practice, however, they proved to have a number of disadvantages from both a technical and ecological point of view, e.g.
poor resistance to ageing,
poor low-temperature stability,
availability in a small number of viscosity classes only,
failure to meet the criteria defined in DIN 51 524 Part 2 for HLP oils,
unreliable supply (i.e. quantity and quality of oil dependent on harvest),
danger of creating monocultures,
rising demand for pesticides,
necessity of separate collection and disposal.
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HFB fluids
Flame-retardant, “water-in-oil“ based fluids, i.e. an emulsion of approx. 40% water in mineral oil. Not used in Germany (but in other countries such as England). |
 
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HFC fluids
Flame-retardant fluids based on a solution of polymers (polyglycols) in water in a ratio of approx. 60:40.
HFC fluids have a viscosity of 30 to 45 mm˛/s at 50şC and can be used instead of mineral oils without the need for equipment modifications.
The only limitation is that roller bearings have a shorter lifetime due to the water content of the HFC fluids, and the working temperature is limited to a range of -20şC to +60şC. The water content must be monitored.
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HFD fluids
Water-free, synthetically produced, flame-retardant fluids based on the following compounds:
Phosphoric ester (HFD R), the most commonly used HFD fluid today; has the lowest flame retardant capacity, however.
Chlorinated hydrocarbons (HFD S). Now only used in closed coal mining systems for environmental protection reasons.
Mixtures of HFD R and HFD S.
Other compounds (HFD U).
Common to all HFDs are an incompatibility with most sealing materials and a high density of 1.15 to 1.4 g/cmł (suction characteristics!), making subsequent conversions difficult.
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High Water Based Fluids (HWBF)
Flame-retardant fluids based on water with 2 to 5% concentrate to give the water minimum protection against corrosion and wear.
The following fluids are obtained depending on the composition of the concentrate
emulsions of all kinds (HFAE) including microemulsions with mineral or synthetic oil or
solutions (HFAS). Concentrates for solutions are completely oil-free and generally more environment-friendly.
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HL oils
Abbreviation for hydraulic oils with ageing and corrosion protection properties for systems with high thermal loads. Viscosity index: 95 to 105 (standard DIN 51524, Part 1). |
 
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HLP oils
Abbreviation for hydraulic oils with ageing, corrosion and wear protection additives. Used in environments with a high level of wear, e.g. due to high pressures.
Viscosity index: 95 to 105
standard DIN 51524, Part 2. |
 
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HLPD oils
Non-standardised abbreviation for hydraulic oils with ageing, corrosion and wear protection additives as well as an emulsifying (dispersing) additive which keeps dispersed solid impurities and water droplets in suspension.
Emulsifying capacity approx. 2% of water content.
Viscosity index: 95 to 105.
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HVLP oils
Abbreviation for hydraulic oils with ageing, corrosion and wear protection additives as well as viscosity improving additives.
Viscosity index: type 1: 125 to 190; type 2: 240 to 400.
(standard DIN 51524, Part 3)
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Hydraulic fluid
Pressure fluids are the fluids used for power transmission in a hydraulic system. It is important that the fluid, as part of the system, be designed or selected as a machine element in its own right. Fluids are classified under ISO 6743 as mineral-oil based, flame-retardant or environment-friendly. The main type designations are HLP (mineral oil with wear and high-pressure additives), HFA (flame-retardant oils in water emulsion) and HEES (bio-oils with a synthetic ester base). |
 
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Hydrostatic traction drive
Hydraulic drive for infinitely variable vehicle propulsion which generally operates in a closed circuit with primary (pump) adjustment or primary/secondary (pump and motor) adjustment.
With a suitable drive circuit (e.g. automotive control), the hydrostatic traction drive can be adapted to the performance characteristics of the internal combustion engine so that its torque is fully utilised. That way virtually the full torque is available even at a low engine speed (= minimum gas pedal position f1). The same applies to the braking torque. Overloading of the IC engine is prevented by using load limit sensing control.
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