FLUID POWER HANDBOOK
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HYDRAULIC
FILTERS
MANY
fluid power systems fail simply because there is too much particle contamination in the fluid medium. In fact, some estimate that 75% of all fluid power failures can be attributed to contamination-related issues. Thus you, as an engineer, technician or enduser, who ignores filtration does so at the peril of your hydraulic system.
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There are multiple reasons why your hydraulic fluid becomes contaminated. Every hydraulic machine is first manufactured with built-in contamination during machining, cutting, welding and grinding of the reservoir and fixed plumbing. Additionally, contamination ingression also occurs from either new oil (which is dirtier than you imagine) or external sources such as fallout, grime, mud and dust. Finally, the components in your system generate their own particles when friction components such as bearings, pistons, spools and swashplates rub together. Removing all forms of particle contamination is your highest priority to ensure a long, reliable life for your hydraulic machine. Filters are your first line of defense to reduce the number of particles in your fluid. Filters also prevent excessive internally-generated contamination, considering particles exacerbate the rate of internally generated contamination, acting like liquid sandpaper. There are several types of filters for you to choose, the most popular of which are inline cartridge and spin-on filter assemblies. The inline cartridge filter assembly is popular and is available for pressure and return lines. These assemblies have a drop filter cartridge (as shown in the cutaway on this page) that can be
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removed and replaced when they become clogged. Spin-on filter assemblies are also used for inline applications, although their location is typically limited to return lines. Some manufacturers make heavy-duty assemblies, rated for upwards of 500 psi, which make them ideal for you to use in return lines experiencing pressure spikes. Other filter options exist, such as bag filters and suction strainers. Bag filters are used when large volumes of fluid are being processed, such as is required in steel mills. They are less common in a “live” system where they’re exposed to primary pump flow but are instead more popular in high volume kidney loop “offline” systems (see Hydraulic Filtration Systems article to follow to learn more). Also fairly common are suction strainers installed in the reservoir’s pump outlet port. They’re often made from woven steel fibers and are designed to remove larger chunks of contamination that could harm a pump. Care must be taken to ensure your suction strainer doesn’t impact pump inlet conditions, as excessive flow resistance increases the likelihood of pump cavitation and resulting damage. Filter construction is also important when you choose your assembly. Construction dictates not only where your filter can and should be located, but also the flow and pressure rating of the assembly. Material construction ranges from plastic or aluminum for low-pressure (500 psi or less) inline or return line assemblies. For medium pressure locations (1,000-3,000 psi), aluminum or steel housings are required. High-pressure filter assemblies (those rated higher than 3,000 psi) require steel construction for both their filter head and bowl, and are often installed with elements constructed for higher collapse pressure.
