TECHNICAL FIELD
[0001] The present invention relates to closed circuit hydrostatic systems, in which the
movement of a single-rod hydraulic actuator is controlled by means of regulating the
flow rate of a single pump.
[0002] The invention particularly relates to an improvement provided in the shuttle valve
spool structure in a closed circuit hydrostatic system, where the movement of a single-rod
actuator is controlled by regulating the flow rate of a single pump, in order to solve
the instability problem encountered while compensating the unequal flow rate, at two
ports of the actuator, that occurs due to the asymmetric structure of the actuator.
THE PRIOR ART
[0003] In the known status of the art, several hydrostatic circuit solutions are found in
the literature about the control of a single-rod hydraulic actuator movement by means
of directly regulating the pump flow rate. The reasons of the problem to be solved
by said hydraulic circuits is the occurrence of deficient/excessive flow rate in the
closed circuit system. In case of a forward/backward movement, since the hydraulic
actuator has an asymmetric structure, the entering and leaving flow rates at the two
ports of the actuator are unequal and has to be compensated. The deficient/excessive
flow rate occurring in a closed hydrostatic circuit is named as differential flow
rate. The differential flow rate is directly determined by the cross sectional area
of actuator rod and can be expressed as below:

[0004] In this equation;
"V" is hydraulic actuator velocity,
"A" is hydraulic actuator cylinder area, and
"α" is the ratio of the actuator rod-side area to the cap-side area. In order to compensate
the differential flow rate expressed as Δ
q in the equation, closed circuit hydrostatic solutions are found in the literature,
wherein two pumps, a pump with 3 ports, or hydraulic transformers are used. Moreover,
open circuit solutions, wherein multiple on/off valves are used, are also proposed.
[0005] The basic requirements to be met by hydrostatic circuit solutions wherein a single-rod
actuator movement is controlled by a single pump are conceptually shown in Figure
4. In this system, the pump is directly connected to the hydraulic actuator. In this
way, the actuator movement is controlled by means of regulating the pump flow rate,
either by changing the pump displacement or pump speed. A hydraulic source (K) is
used for compensating the differential flow rate (Δ
q). Said hydraulic source (K) is connected to the hydrostatic circuit via various hydraulic
connection components (L). The deficient/excessive flow rates formed in closed hydraulic
circuits are compensated by means of providing a bidirectional flow on these connection
components (L). In the hydraulic circuit solutions found in the literature, generally,
a hydraulic accumulator which is pressurized at a certain level is used as the hydraulic
source (K). However, there might be differences in pressurizing the hydraulic accumulator
of the prior art solutions. About connection of the hydraulic source (K) to the hydrostatic
circuit, various solutions can be found. While, some of the solutions propose the
use of pilot operated check valves, other solutions propose the use of shuttle valves.
Among these solutions, the number of said valves and their way of connection to the
circuit may vary.
[0006] The most common hydrostatic circuit solution wherein a single-rod hydraulic actuator
motion is controlled by a single pump is provided by Rahmfeld and Ivantsynova [1].
This circuit solution is shown in Figure 5. The amount of flow rate going to the actuator
(1) is determined by a variable displacement pump (2) that is able to operate in 4
quadrants. The secondary pump (M) which is shown to have a tandem connection is merely
used for pressurizing the hydraulic accumulator (3), instead of controlling the flow
rate going to the actuator (1), and therefore called as charge pump. The hydraulic
accumulator (3) fed by a charge pump and maintained at a certain pressure level via
a pressure relief valve is used for compensating the differential flow rate formed
in the closed circuit system. The differential flow rate formed during actuator (1)
movement is compensated through pilot operated check valves (N) found between the
hydraulic accumulator (3) and the hydrostatic circuit. Besides these components, the
system pressure is limited by a conventional method, wherein two pressure relief valves
(O) are connected between the actuator chambers and the accumulator line.
[0007] In the patent research made about this subject, the invention no
US5329767A, related to hydraulic circuit flow control, is encountered. The application, schematic
view of which is given in Figure 6, comprises a closed circuit hydrostatic circuit
solution wherein a shuttle valve (4) is used for a single-rod hydraulic actuator (1).
This circuit solution also uses a variable displacement pump (2) and a low pressure
line is formed by using a hydraulic accumulator in order to eliminate the differential
flow rate. Different from the previous circuit solution, the flow that would eliminate
the differential flow rate between the low pressure line and the hydrostatic system
is provided by means of adjusting the position of a two-position three-way shuttle
valve (4). Besides, a unidirectional flow path is provided from the low pressure line
towards the hydrostatic circuit by means of using two check valves (6). While these
check valve connections provide the deficient flow rate to be formed in the closed
circuit system with the forward movement of the actuator, they also ensure maintaining
the low actuator chamber pressure at a level that is close to the accumulator line
pressure, and thus eliminate the risk of cavitation.
[0008] Use of shuttle valve for compensating/eliminating the differential flow rate occurring
in closed circuit systems is also considered in various other studies. Among these,
the application with publication no
US20090120278A1 relates to an electro-hydrostatic actuator with 4-port, double-displacement pump,
the application with publication no
WO2009102740A3 relates to a flow control system for hydraulic machines, the application with publication
no
US8033107B2 relates to a hydrostatic drive embodiment with volumetric flow compensation, the
application with publication no
JPS58102806 (A) relates to a closed oil pressure circuit for actuator movement, the application
with publication no
US20110209471A1 relates to an embodiment about the velocity control of an unbalanced hydraulic actuator
exposed to excessive central load conditions. In these studies, generally, internal
pilot operated 3-position 3-way shuttle valves with closed center are used, instead
of 2/3 shuttle valves. With the use of pilot operated shuttle valve, the position
of the shuttle valve for compensation of deficient/excessive flow rates to be formed
on the hydrostatic circuit is determined by system pressures and an external controller
together with a valve actuator (solenoid) is not required.
[0009] Some of these studies are related to the flow rate control of single pump hydrostatic
circuit designed for single-rod hydraulic actuator [
WO2009102740A3] and the velocity control of the actuator [
US20110209471A1], while some others are related to elimination of energy losses and cavitation [
JPS58102806A]. In some other studies related to the use of shuttle valve in closed hydrostatic
circuit, addition of a flow rate controlled secondary pump to the hydrostatic circuit
[
US8033107B2], and use of a 4-port, double displacement pump [
US20090120278A1] are suggested. The common part of the hydrostatic circuits suggested or disclosed
within the scope of these studies is the use of a closed center 3/3 shuttle valve
for the purpose of eliminating/compensating differential flow rate.
[0010] Different from the previous studies where, a hydrostatic circuit is developed for
single-rod hydraulic actuators, Wang and Book mentioned the internal stability issues,
and disclosed that in order to eliminate the differential flow rate, a 3/3 displacement
shuttle valve (4) has to be used, instead of a pilot operated check valve [2]. In
his study, Wang first investigate the circuit solution disclosed previously by Ivantsynova
[3], and has named the undesired and uncontrolled pressure and velocity oscillations
formed in some situations due to switching of the system between the pumping and the
motoring modes, as the internal instability of the system, and determined the reason
of the problem as pilot operated check valves. Wang has defined the required operating
region for problem-free operation of a hydrostatic circuit on a pressure plane defined
by the cap-side (P
a) and the rod-side (P
b) chamber pressures of the actuator, as shown in Figure 8-a. He has proposed that
this required pressure region can be obtained with the use of 3/3 shuttle valve (4).
Otherwise, with the use of pilot operated check valves (6), the resulting operating
region would be as shown in Figure-8-b. He further disclosed that, the instability
situation occurring during the use of pilot operated check valve (6) is because the
two check valves (6) are closed in the operating region determined by the accumulator
line pressure (
P0) and pilot pressure (P
01) as shown in Figure 8-b.
[0011] In the same study, Wang L. has disclosed that, the shuttle valve system that he proposed
could meet the required operating region defined in Figure 8-a on the pressure plane;
however, couldn't eliminate undesired pressure oscillations. He has disclosed the
reason for this as the presence of two different equilibrium point sets corresponding
to a sngle input set acting on the system when the actuator chamber pressures are
very close to each other [2]. These two different equilibrium points correspond to
the pump and motor modes of the system and are stable; however, undesired pressure
oscillations occur, since the system goes into a limit cycle between these two stable
equilibrium points. In order to eliminate the limit cycle behavior, namely the undesired
oscillations, two 2/2 flow control valves (8) are added to the hydrostatic circuit.
In order to enable opening and closing of these two valves at certain chamber pressures,
a controller was designed, which would use the data obtained from the sensors detecting
the actuator chamber pressures, so that the problem of undesired pressure oscillations
is solved. In a study made later on, Wang L. has disclosed that switching between
two stable equilibrium points only occurs during the retraction of the actuator, and
has mathematically shown this limit cycle [4]. Moreover, in this study, besides the
physical leakage solution by using the two 2/2 flow control valves, he also proposed
a control topology based on a virtual leakage flow method [4].
[0012] In these two studies, Wang L. has neglected the shuttle valve dynamics and formed
the mathematical model of the system by accepting the shuttle valve as an ideal switching
component, either opened to the left or right. Actually, the closed center 3/3 shuttle
valve (4) he used in the studies do not provide the required operating region on the
actuator chamber pressure plane that he defined as shown in Figure 8-a. This is because
the valve spool stays still in the center position and do not do switching until the
difference between the actuator chamber pressures correspond to a force that would
overcome the pre-compression of the spring that holds the shuttle valve in the center.
Since the valve he uses is a closed center one, when the pressure difference between
the actuator chambers is less than the shuttle valve cracking pressure, both of the
actuator chambers are closed to the accumulator line, and thus an operating region
similar to the use of pilot operated check valve (Figure 8-b) is formed.
[0013] The analysis of the hydrostatic circuit developed for the single-rod hydraulic actuator
taking the shuttle valve dynamics into account is made by Çali

kan H. [5]. In this study, the configurations of the hydraulic circuit changing according
to the position of the shuttle valve are defined on load pressure vs actuator velocity
(pL - ν) plane by using the state variables of actuator velocity and the load pressure. In
this study, it is mathematically shown that, when the shuttle valve spool is in fully
open or central position, the system is stable and has a single equilibrium point;
however, when the shuttle valve spool is partially open, the system is stable only
during the extension of the actuator, and during the retraction of the actuator the
corresponding equilibrium point is unstable. The region where the shuttle valve spool
is not in fully open position is defined as critical load pressure region. It is disclosed
that, when a closed center valve is used, the valve spool can not stay in the central
position in this critical load pressure region, and would be partially opened in order
to compensate the deficient flow rate formed during the retraction, and thus the system
would bu unstable. For the solution of the instability problem, instead of using a
closed center shuttle valve, use of a shuttle valve having a certain orifice opening
at the central position is proposed. It is disclosed that the proposed partial orifice
opening should be determined such that all of the differential flow rate to be formed
at the maximum retracting velocity of the actuator would be met through the two orifices
of the centrally positioned valve spool. In this way, instability problems could be
solved by a physical technique without using extra valve, sensor, or control components.
In this study, it is also disclosed that the orifice opening obtained by spool underlap
at center position, shouldn't exceed a predetermined limit, and in the case of using
a completely open center valve, a circuit structure wherein both of the two actuator
chambers would be connected to each other directly, and thus dead pump flow rates
would be formed at the critical load pressure region and the actuator movement can
not be controlled.
[0014] As a result of studies, it is mathematically shown that, if the critical velocity
(|ν| > |ν
cr|) is exceeded while the hydraulic actuator is moving backward (being retracted),
the valve spool would be partially opened such that it would connect the actuator
cap-side chamber to the accumulator line; and if the critical velocity is exceeded
while it is moving forward, the valve spool is partially opened such that it would
connect the actuator rod-side chamber to the accumulator line. Again, it is also disclosed
and mathematically proven that the equilibrium point that corresponds to the partial
valve opening formed while the hydraulic actuator is moving forward would be stable;
however, the equilibrium point that corresponds to the valve opening formed while
the hydraulic actuator is moving backward would be unstable.
[0015] In the hydrostatic system comprising a single-rod hydraulic actuator, a pump, a hydraulic
accumulator, and a shuttle valve as main components, while the hydraulic actuator
moves backward,
- choosing the shuttle valve as closed center valve causes instability problems, since
the valve that does not have orifice opening in the central position opens partially
in order to compensate the differential flow rate.
- the problem of instability can be solved up to a certain retraction speeds by means
of providing orifice openings between the A-C and B-C ports of the shuttle valve at
center position. However, since both A-C & B-C conduits are opened, flow rate passage
can occur between A-B ports at certain parts of critical load pressure region. This
unnecessary flow rate passage that does not affect the actuator movement but causes
dead pump velocity and thus increases loss of energy and makes the control algorithm
more difficult.
[0016] As a result; improvement is to be made in hydraulic systems, in order to solve the
problems of dead pump speed and instability due to asymmetric hydraulic actuator structure,
and therefore need has occurred for novel embodiments which would eliminate the above
said drawbacks and bring in solutions to present problems.
PURPOSE OF THE INVENTION
[0017] The present invention relates to shuttle valve orifice openings, which meet the above
said requirements, eliminate all of the drawbacks and bring about some additional
advantages.
[0018] The primary purpose of the invention is to change the spool structure found in the
shuttle valve of a hydrostatic circuit comprising interconnected single-rod hydraulic
actuator, pump, hydraulic accumulator, and shuttle valve components, in order to solve
the problems of instability and dead pump speed in hydraulic systems.
[0019] Another purpose of the invention is to provide a solution in hydraulic units comprising
single-rod hydraulic actuator that wouldn't cause dead pump speed in the operating
region defined as critical load region.
[0020] Another purpose of the invention is to eliminate the instability problem of the prior
art by means of using a valve spool comprising a valve spool underlap (negative spool
overlap) such that a certain flow rate passage would be provided between the accumulator
line and the actuator rod-side chamber line, and a valve spool overlap such that flow
rate passage would be avoided between the accumulator line and the actuator cap-side
chamber line, in the center position of the shuttle valve.
[0021] Another purpose is to eliminate the problem of instability up to a certain velocity
[ν
cr] while the hydraulic actuator is retacting in the region defined as critical load
region, by means of the valve spool embodiment operating between the valve spool underlap
(negative spool overlap) and the valve spool overlap.
[0022] Another purpose of the invention is to send the excess flow rate to be formed during
the retraction of the hydraulic actuator to the hydraulic accumulator through the
valve spool underlap found between port B and port C of the shuttle valve.
[0023] Another purpose of the invention is to create a valve spool overlap between port
A and port C, and in this way, eliminate the unnecessary flow rate between port A
and port B, so that the maximum flow rate [
qv|
xs=0] that can be provided to the system through the shuttle valve would be improved compared
to the prior art solution, and thus higher critical velocities would be obtained.
[0024] Another purpose of the invention is to prevent unnecessary energy losses in the critical
load region by means of using only one check valve in the system (would be used between
the accumulator line and the rod-side chamber line, and wouldn't be used between the
accumulator line and the cap-side chamber line).
[0025] In order to achieve the above said advantages which will be better understood from
the below given detailed description, the present invention relates to an improvement
in the shuttle valve spool of a hydraulic unit comprising a single-rod hydraulic actuator
in order to prevent the instability problem encountered during compensation of the
differential flow rate occurring as a result of the asymmetric actuator structure,
such that at the center position of said shuttle valve spool, it comprises:
- a valve spool overlap found between Port A that is connected to the cap-side chamber
of the hydraulic actuator and Port C that is connected to the hydraulic accumulator;
and preventing the flow between the hydraulic accumulator line connected to said hydraulic
accumulator and the cap-side chamber line connected to the cap-side chamber of the
hydraulic actuator,
- and a valve spool underlap found between Port B that is connected to the rod-side
chamber of the hydraulic actuator and Port C that is connected to the hydraulic accumulator;
and enabling flow between the hydraulic accumulator line connected to the hydraulic
accumulator and the rod-side chamber line connected to the rod-side chamber of the
hydraulic actuator.
[0026] The structural and characteristic features of the invention and all advantages will
be understood better in detailed descriptions with the figures given below and with
reference to the figures, and therefore, the assessment should be made taking into
account the said figures and detailed explanations.
BRIEF DESCRIPTION OF THE FIGURES
[0027] For better understanding of the embodiment of present invention and its advantages
with its additional components, it should be evaluated together with below described
figures.
- Figure 1
- ; is a schematic view of the hydrostatic circuit with single-rod actuator comprising
the shuttle valve spool embodiment of the invention.
- Figure 2
- ; is a side profile sectional view of a preferred embodiment of the present invention
shuttle valve comprising valve spool underlap and overlap.
- Figure 3
- ; is the schematic view of the operating principle and possible circuit embodiments
of the single-rod hydraulic actuator hydrostatic circuit.
- Figure 4
- ; is the general structure schematic view of the prior art single-rod hydrostatic
circuit solution controlling the movement of the single-rod hydraulic actuator.
- Figure 5
- ; is the schematic view of the prior art closed circuit hydrostatic circuit solution,
wherein pilot operated check valves are used for a single-rod hydraulic actuator.
- Figure 6
- ; is the schematic view of the prior art closed circuit hydrostatic circuit solution,
wherein shuttle valves are used for a single-rod hydraulic actuator.
- Figure 7
- ; is the schematic view of the prior art closed circuit hydrostatic circuit solution,
wherein 3/3 positioned shuttle valves are used for a single-rod hydraulic actuator.
- Figure 8 a,b
- ; is the view of a: The operating region required for problem-free operation of a
hydrostatic circuit defined by Longke W.; and b: The operating region provided by
a pilot operated check valve circuit proposed by prior art studies [1], on a pressure
plane defined by the actuator piston and the rod-side chamber pressures.
REFERENCE NUMBERS
[0028]
- 1.
- Hydraulic Actuator (Single-rod)
- 1.1.
- Piston
- 1.2.
- Piston shaft
- 1.3.
- Piston cylinder
- 1.4.
- Cap-side chamber
- 1.5.
- Rod-side chamber
- 1.6.
- Cap-side piston surface
- 1.7.
- Rod-side piston surface
- 1.8.
- Rod cross sectional area
- 2.
- Pump (Flow rate controlled)
- 3.
- Hydraulic Accumulator
- 4.
- Shuttle valve
- 4.1.
- Body
- 4.2.
- Valve spool
- 4.3.
- Centering spring
- 4.4.
- Port A
- 4.5.
- Port B
- 4.6.
- Port C
- 4.7.
- Valve spool overlap
- 4.8.
- Valve spool underlap (negative spool overlap)
- 4.9.
- Pilot pressure acting surface
- 5.
- Pressure relief valve
- 6.
- Check valve
- 7.
- Accumulator Charge Circuit
- 8.
- Flow Control Valves
- A:
- Cap-side chamber line
- B:
- Rod-side chamber line
- C:
- Accumulator line
- D:
- Stable operating region
- E:
- Unstable operating region
- F:
- Critical load region
- K:
- Hydraulic source
- L:
- Hydraulic connection components
- M:
- Second Pump
- N:
- Pilot operated check valve
- O:
- Pressure relief valve
DETAILED DESCRIPTION OF THE INVENTION
[0029] In this detailed description, the preferred embodiments of the invention will only
be disclosed for better understanding of the subject, and will not form any limiting
effect.
[0030] The present invention relates to closed circuit hydrostatic systems, wherein the
movement of a single-rod hydraulic actuator (1) is controlled by means of regulating
the flow rate of a single pump (2). The improvement of the invention is an embodiment,
which solves the problem of instability encountered during compensation of the differential
flow rate that occurs as a result of asymmetric hydraulic actuator (1) structure in
closed circuit hydrostatic systems, wherein the single-rod actuator (1) movement is
controlled via the flow rate of a single pump (2), by means of changing the shuttle
valve spool (4.2) structure. For this purpose, valve spool underlap (4.8) and valve
spool overlap (4.7) are formed on the shuttle valve spool (4.2) for the central position
of the shuttle valve (4), that results with closed and partially open orifice forms
between A-C and B-C conduits respectively.
[0031] Figure 1 shows the schematic view of the hydrostatic circuit comprising the shuttle
valve (4) embodiment of the present invention. Single-rod actuator (1) is used in
said hydrostatic circuit. Main components of the hydrostatic circuit consist of:
- a single-rod hydraulic actuator (1) formed of a piston (1.1), a piston rod (1.2),
and a cylinder (1.3), and having two ports directly connected to the pump (2) ports,
- a flow rate controlled pump (2), which regulates the flow rate going to said single-rod
hydraulic actuator (1), and which can operate at all four quadrants of the pressure-flow
rate plane,
- a hydraulic accumulator (3) used for compensating the differential flow rate formed
in the hydrostatic circuit due to hydraulic actuator (1) movement,
- an internal pilot operated shuttle valve (4) with 3 ways and 3 positions, which provides
bidirectional flow between the hydrostatic circuit and the accumulator (3), and the
position of which is determined by the cap-side chamber (1.4) and the rod-side chamber
(1.5) pressures of the hydraulic actuator (1) so that it determines which actuator
(1) chamber (1.4 or 1.5) would be connected to the accumulator (3) line.
[0032] The control of the position, speed, or force of the hydraulic actuator (1) is made
by means of controlling the flow rate entering into/leaving from the single-rod hydraulic
actuator (1) in the hydraulic unit. The two ports of the hydraulic actuator (1), found
at the cap-side (1.4) and rod-side (1.5) are directly connected to the inlet and outlet
ports of the hydraulic pump (2). In the flow rate controlled pump (2), the direction
of the pump flow rates and the positions of the pump (2) pressure/suction ports can
vary according to the velocity of the hydraulic actuator (1) and the load applied.
Pump flow rate, and thus the hydraulic actuator (1) movement can be controlled by
means of changing the pump (2) speed or displacement. Different from the conventional
pumps, the pump (2) that performs flow rate control has the characteristic of operating
in all 4 quadrants of the pressure-flow rate plane. As can be seen in Figure 1, the
hydraulic unit comprises: a cap-side chamber line (A) providing direct connection
between the pump (2) and the cap-side chamber (1.4), a rod-side chamber line (B) providing
direct connection between the pump (2) and the rod-side chamber (1.5), and an accumulator
line (C) providing connection between the shuttle valve (4) and the hydraulic accumulator
(3). A line from the 3-way shuttle valve (4) is connected to the cap-side chamber
line (A), while another line is connected to the rod-side chamber line (B).
[0033] Besides the main components of hydraulic actuator (1), flow rate controlled pump
(2), hydraulic accumulator (3), and shuttle valve (4), the hydraulic unit also comprises
auxiliary components such as pressure relief valve (5) restricting the pressures of
the cap-side chamber (1.4) and the rod-side chamber (1.5) found in the hydraulic actuator
(1), a check valve (6) providing unidirectional flow from the hydraulic accumulator
(3) line to the rod-side chamber (1.5) of the actuator (1) in order to prevent cavitation
formation, and an accumulator charge circuit (7) maintaining the hydraulic accumulator
(3) at a certain pressure level.
[0034] Figure 2 shows a side profile view of a preferred embodiment of the shuttle valve
(4) having an asymmetric partial opening at a central position. The shuttle valve
(4) mainly consists of an outer body (4.1) and a cylindrically-shaped valve spool
(4.2) embedded in said body (4.1). The valve spool (4.2) positioned centrally on the
shuttle valve (4) determines the structure of the orifice opening. One end of the
cylindrical valve spool (4.2) is connected to the valve centering spring (4.3). Said
valve centering spring (4.3) is the factor determining the cracking pressure of the
shuttle valve (4) and thus the size of the critical load region, by means of maintaining
the valve spool (4.2) at a central position. The pilot pressure acting surfaces (4.9)
found on the valve spool (4.2), together with the centering spring (4.3), play a role
in determining the cracking pressure of the shuttle valve (4) and thus the size of
the critical load region. The shuttle valve (4) is a 3-way, 3-position internal pilot
operated valve. With this regard, three ports (4.4, 4.5, 4.6) are found on the shuttle
valve (4) body (4.1). Among these ports:
- Port A (4.4) is connected to the cap-side chamber (1.4) through a port found on the
piston cylinder (1.3) of the hydraulic actuator (1),
- Port B (4.5) is connected to the rod-side chamber (1.5) through a port found on the
piston cylinder (1.3) of the hydraulic actuator (1), and
- Port C (4.6) is connected to the hydraulic accumulator (3) line.
[0035] The improvement of the invention is found at a central position on the shuttle valve
(4) spool (4.2) as a valve spool underlap (4.8) between Port B (4.5) and Port C (4.6),
and a valve spool overlap (4.7) between Port A (4.4) and Port C (4.6).
[0036] The valve spool underlap (4.8) enables flow between the hydraulic accumulator line
(C) connected to the hydraulic accumulator (3) and the rod-side chamber line (B) connected
to the rod-side chamber (1.5) of the hydraulic actuator (1), while the shuttle valve
(4) is in central position. The valve spool overlap (4.7) prevents flow between the
hydraulic accumulator line (C) connected to the hydraulic accumulator (3) and the
cap-side chamber line (A) connected to the cap-side chamber (1.4) of the hydraulic
actuator (1), while the shuttle valve (4) is in central position.
[0037] By means of the valve spool underlap (4.8) found between Port B (4.5) and Port C
(4.6), at the region defined as critical load region, when the hydraulic actuator
(1) is retracted, the differential flow rate formed in the system is sent to the hydraulic
accumulator (3) through the hydraulic accumulator line (C). In this way, the shuttle
valve (4) stays at the central position up to a certain velocity, and a stable operating
region is obtained at the critical load region (F). By means of the valve spool overlap
(4.7) found between Port A (4.4) and Port C (4.6), flow rate passage is prevented
between Port A (4.4) and Port C (4.6) and unnecessary flow rate is not formed between
Port A (4.4) and Port B (4.5). At the central position, when the valve spool overlap
(4.7) is closed, critical velocity is increased with regard to the shuttle valves
having partially open A-C and B-C orifice structures at the central position [5].
[0038] In the hydrostatic circuit of the present invention shown in Figure 1, movement of
a single-rod hydraulic actuator (1) is controlled by means of regulating the flow
rate of a two-port pump (2), in which the two ports are directly connected to the
actuator. The pump (2) used in the system can generate flow rate in both directions
and both of its ports can be pressurized. This component defined as pump (2) in hydraulic
systems, can also act as a hydraulic motor. This component called as a pump (2) in
the circuit and can operate in all four quadrants of the pressure-flow rate plane
can preferably be a variable displacement pump or a variable speed constant displacement
pump or a displacement and speed controlled hydraulic pump/motor. The requirement
for the hydrostatic system of the invention is to be able to regulate/adjust the output
flow rate of the component defined as pump (2), instead of its physical structure.
[0039] In a closed circuit system, the closed area found in front of the piston (1.1) of
the hydraulic actuator (1) forms the cap-side chamber (1.4); while the closed area
found at the rear part and including the piston rod (1.2) forms the rod-side chamber
(1.5). Since the cap-side surface (1.6) of the piston (1.1) facing the cap-side chamber
(1.4) and the rod-side surface (1.7) facing the rod-side chamber (1.5) have different
areas, during the movement of the piston-rod (1.1, 1.2) assembly of the hydraulic
actuator (1), unequal flow rates are formed at the inlet-outlet ports of the hydraulic
actuator (1).
[0040] The difference between the flow rates entering and leaving the hydraulic actuator
(1) at any moment is called as differential flow rate. The differential flow rate
is directly determined by the rod cross sectional area (1.8) of the actuator rod (1.2).
The differential flow rate formed by the hydraulic actuator (1) causes formation of
deficient or excessive flow rate in the hydrostatic system having closed circuit structure.
Therefore, a hydraulic accumulator (3) is used in order to eliminate differential
flow rate and pump leakage etc. losses. Systems (7) having different hydraulic circuit
structures can be used in order to charge or maintain the pressure level of said hydraulic
accumulator (3). In order to eliminate the hydraulic actuator (1) differential flow
rate, bidirectional flow rate passage between the closed circuit hydraulic system
and the hydraulic accumulator (3) is provided through the 3-way, 3-position, and internal
pilot operated shuttle valve (4). The position of the shuttle valve (4), and thus
which one of the actuator chambers (1.4 or 1.5) that the hydraulic accumulator (3)
would be connected is determined by the pressures of the actuator chambers (1.4 and
1.5), which are connected to the pilot lines of the shuttle valve (4). Pressures of
the actuator chambers (1.4 and 1.5) are restricted in the hydraulic system by using
pressure relief valve (5). Check valve (6) is used to prevent possible risk of cavitation.
The operating principle of the hydrostatic circuit comprising the shuttle valve (4)
embodiment of the invention is as follows:
[0041] The operating principle of the present invention hydrostatic circuit is shown in
Figure 3, on the
(fL - ν) plane formed by the variables: (
fL) for the external force applied on the hydraulic actuator (1) and (v) for actuator
velocity. When factors such as leakage losses and compressibility of oil are neglected,
all of the differential flow rate formulated as (1 - α)
Aν formed in the hydrostatic system with the hydraulic actuator (1) movement, is met
through the shuttle valve (4). This situation can be expressed with the below given
flow continuity equation. In this equation, (
qv) is the total amount of flow rate passing through the shuttle valve, (α) is the ratio
of the rod-side surface area (1.7) to the cap-side surface area (1.6), (A) is the
cap-side surface area (1.6), and (ν) is the velocity of the actuator piston cylinder
assembly (piston (1.1) and piston shaft (1.2)).

[0042] The velocity (v) of the hydraulic actuator (1) determines the direction of the flow
rate passing through the shuttle valve (4). During forward movement (v>0), deficient
flow rate necessity occurs, and this deficiency is met for the system by the hydraulic
accumulator (3). In the backward movement (v>0), excess flow rate is formed and it
is sent to the hydraulic accumulator (3).
[0043] In Figure 3, it can be seen that the hydrostatic system has 3 different circuit embodiments
according to the position of the shuttle valve (4). The position of the shuttle valve
(4) is determined by the pressures of the actuator chambers (1.4 and 1.5), and therefore
by the external force (
fL) acting on the hydraulic actuator (1).
[0044] The accumulator line (C) is connected via the shuttle valve (4) to the actuator (1)
cap-side chamber line (A) in the
fL ∈ (-∞,
fL1) operating region found at the left hand side in Figure 3, and to the rod-side chamber
line (B) of the actuator (1) in
the fL ∈ (
fL2,∞) operating region found at the right hand side. Shuttle valve (4) is in fully open
position in these two regions, and the valve spool (4.2) position is saturated at
its end position. In the intermediate region defined by
fL ∈ (fL1,fL2), the shuttle valve (4) is either centered or partially opened. This region is defined
as critical load region (F). The location of the critical load region (F) is determined
by the hydraulic accumulator (3) pressure; while its size is determined by the cracking
pressure of the shuttle valve (4) used.
[0045] Problems defined as system instability and pump mode oscillation are formed when
the operating region of the hydrostatic system corresponds to the critical load region
(F). With the novelty proposed within the scope of the present invention about the
orifice structures at the central position of the valve spool (4.2), it is aimed to
eliminate the problems encountered in the critical load region (F).
[0046] The value of the pressure difference between the actuator chambers (1.4 and 1.5)
[|
pA -
pB|
= Δ
p] corresponding to the pre-compression force of the centering spring (4.3) that keeps
the shuttle valve spool (4.2) at the center is defined as the cracking pressure [
pcr] of the shuttle valve (4). When the difference between the pressures of the actuator
chambers (1.4 and 1.5) [Δ
p] is lower than the cracking pressure [
pcr] of the shuttle valve (4), the pre-compression force of the centering spring (4.3)
can not be overcome, and thus the valve spool (4.2) would remain in the center position
[
xs = 0]. In the critical load region (F)
fL ∈ (
fL1,
fL2), the valve spool (4.2) can remain in the center position up to a certain actuator
velocity |v| < v
cr which is determined as critical velocity [ν
cr]. Physically, the differential flow rate [Δq] formed at the critical velocity [
νcr] of the actuator (1) corresponds to the amount of maximum flow rate [
qv]|
xs=0] that can pass through the shuttle valve (4) when it is in center position [q
v|
xs=0 = (1-α)Av
cr]. Since the condition of shuttle valve (4) spool (4.2) staying [
xs = 0] in the center position is restricted with the valve cracking pressure [p
cr] , the critical velocity value of the hydraulic actuator (1) is obtained by means
of equalization of the pressure difference [Δ
p] between the actuator chambers to the valve cracking pressure [Δ
p =
pcr] and thus solving the flow continuity and characteristic valve flow equations that
define the system dynamics.
[0047] Since the differential flow rate to be formed when the actuator velocity exceeds
the critical velocity [|ν|
> νcr] would be greater than the amount of maximum flow rate that can pass through the
shuttle valve (4) remaining in center position
[qv|
xs=0 < (1 -
α)Aνcr]
, the shuttle valve spool (4.2) would be partially opened in order to meet this flow
rate demand.
[0048] Within the scope of the present invention, use of a shuttle valve (4) is proposed,
which is found on the valve body (4.1), and which comprises a valve spool overlap
(4.7) between Port A (4.4) and Port C (4.6), and a valve spool underlap (negative
spool overlap) (4.8) between Port B (4.5) and Port C (4.6), when the valve spool (4.2)
is in center position. The valve spool (4.2) operates between said positive valve
spool underlap (4.7) and valve spool overlap (4.8). In this way, in the region that
is defined as critical load region (F), the problem of instability would be eliminated
up to a certain velocity [ν
cr] when the actuator (1) is retracted. The excess flow rate to be formed when the hydraulic
actuator (1) is retracted would be sent to the hydraulic accumulator (3) through the
valve spool underlap (4.8) between Port B (4.5) and Port C (4.6) of the shuttle valve
(4). Since Port A (4.4) and Port C (4.6) of the shuttle valve (4) are closed in center
position, unnecessary flow rate wouldn't be formed between the cap-side chamber (1.4)
and the rod-side chamber (1.5) of the hydraulic actuator (1). By means of generating
a spool overlap between Port A (4.4) and Port C (4.6) and thus eliminating the unnecessary
flow rate between Port A (4.4) and Port C (4.6), the maximum flow rate [q
v|
xs=0] that can be provided to the system through the shuttle valve (4) would be increased
compared to the prior art solutions, and thus higher critical velocities can be achieved.
[0049] In this detailed description, while said shuttle valve (4) shown in Figure 2 is preferably
chosen as cartridge type, it is also possible to apply the improvements of the present
invention to shuttle valves of different types and geometric structures. Besides,
the centering spring (4.3) used for maintaining the valve spool (4.2) at the center
position can be connected in another way or the valve spool underlap (4.8) and valve
spool overlap (4.7) formed on the valve body via Port A (4.4), Port B (4.5), and Port
C (4.6) within the scope of the invention can have a different geometric structure.
REFERENCES:
[0050]
[1] Rahmfeld, R., and Ivantysynova, M., 2003, "Energy Saving Hydraulic Displacement Controlled
Linear Actuators in Industry Applications and Mobile Machine Systems," The Fourth
International Symposium on Linear Drives for Industry Applications, Birmingham, UK.
[2] Wang, L., Book, W. J., and Huggins, J. D., 2012, "A Hydraulic Circuit for Single Rod
Cylinders," ASME J. Dyn. Syst., Meas., Control, 134(1), 011019, DOI: 10.1115/1.4004777.
[3] Williamson, C. and Ivantysynova, M., 2008, "Pump Mode Prediction for Four-quadrant
Velocity Control of Valveless Hydraulic Actuators," Proceedings of the 7th JFPS International
Symposium on Fluid Power, Toyama, Japan, Vol. 2, pp. 323-328, ISBN 4-931070-07-X.
[4] Wang, L. and Book, W. J., 2013, "Using Leakage to Stabilize a Hydraulic Circuit for
Pump Controlled Actuators," ASME J. Dyn. Syst., Meas., Control, 135(6), 061007, DOI: 10.1115/1.4024900.
[5] Çali

kan, H., Balkan, T., and Platin, B. E., 2015, "A Complete Analysis and a Novel Solution
for Instability in Pump Controlled Asymmetric Actuators," ASME J. Dyn. Syst., Meas.,
Vol. 137 (9), p.091008, DOI: 10.1115/1.4030544.