DGUV Information 209-071 English

209-071
DGUV Information 209-071
Safe maintenance
of hydraulic systems
March 2015

Imprint
About us Publisher:
German Social Accident
Insurance e.V. (DGUV)
Glinkastraße 40
10117 Berlin
Tel.: 030 288763800
Fax: 030 288763808
E-Mail: [email protected]
Website: www.dguv.de
Subcommittee „Physical, chemical and biological media and effects upon health“,
Expert Committee „Woodworking and Metalworking“ the DGUV.
This English translation was provided by the courtesy of Bosch Rexroth AG –

The Drive & Control Company, 97816 Lohr am Main, Germany.
Design:
German Social Accident Insurance e.V. (DGUV), Media Production
March 2015 issue
English translation of the German DGUV Information 209-070 (BGI/GUV-I 5100) of 01/2014
DGUV Information 209-071 E

available from the competent German social accident insurance institution
or on www.dguv.de/publikationen

Safe maintenance of hydraulic systems
DGUV Information 209-071 E March 2015

Content
Disclaimer and Legal notice.................. 5 5.2 Working on machine tools....... 54

5.3 Working on hydraulic presses.. 55
Preliminary remark............................... 6 5.4 Working on hydraulic scissors
lifts......................................... 56
1 Maintenance of machines, sys-
tems, and vehicle attachments 6 Working on the mobile
with hydraulic equipment....... 7 hydraulic system.................... 57
1.1 General................................... 7 6.1 General................................... 57
1.2 Qualification of maintenance tech- 6.2 Working on industrial trucks.... 63
nicians.................................... 8 6.3 Working on hydraulically driven
1.3 Hazards when working on hydraulic vehicle attachments and super-
systems.................................. 9 structures and vehicle cranes.65
1.4 Electrical hazards.................... 13 6.4 Working on earth-moving equip-
1.5 Planning the works................. 13 ment and other automotive ma-
chines..................................... 67
2 Handling hydraulic fluid.......... 16 6.5 Working on water vehicles....... 71
2.1 Skin protection....................... 16
2.2 Leaking hydraulic fluid............ 21 7 Required tests........................ 74
2.3 Searching for leakages............ 22 7.1 General................................... 74
2.4 Replacing the hydraulic fluid... 23 7.2 Checking for proper installation
and safe function.................... 74
3 Troubleshooting..................... 24 7.3 Checking for safe provision
and use.................................. 74
4 Working on hydraulic 7.4 Legal bases for the tests.......... 75
components............................ 28
4.1 General................................... 28 8 First Aid.................................. 76
4.2 Pipelines................................ 29
4.3 Hose assemblies..................... 31 Annex 1 A Troubleshooting................... 78
4.4 Hydraulic cylinders.................. 43 B Notices on maintenance....... 86
4.5 Pumps and hydraulic motors... 44 C Scope of visual inspection.... 88
4.6 Valve blocks............................ 45 D.Scope of testing of functional
4.7 Accumulator systems.............. 47 test......................................... 89
4.8 Filters..................................... 48 E .Scope of testing of safe provision
and use.................................. 90
5 Working on machines F .Involvement of staff members 92
and systems........................... 51
5.1 General................................... 51 Annex 2 Provisions, Rules and References 94
4
Disclaimer and Legal notice
The German Statutory Accident Insurance “Deutsche Gesetzliche Unfallversicherung” (DGUV)

and the Expert Committee Woodworking and Metalworking “Fachbereich Holz und Metall”
(FBHM) and the translator make no express or implied warranty with regard to the safe main-
tenance procedures and rules or efficiency for any particular purpose. The safe maintenance
procedures and rules are made available solely on an “as is good practice” basis, and the
entire risk as to their safety, efficiency and to the environmental protection is with the user.
Should the safe maintenance procedures or rules prove defective, the user (and not the
DGUV or the FBHM or the translator any other party) shall bear the entire cost of all necessary
corrections, repair or all incidental or consequential damages. The DGUV or the FBHM or the
translator shall not be liable for any incidental or consequential damages in connection with
or arising out of the use of this safety information on hydraulic maintenance and its rules.
The committee of experts FBHM is composed of representatives of the German institutions

for statutory accident insurance and prevention (Berufsgenossenschaften), federal authori-
ties, social partners, manufacturers and users and subdivided into subcommittees. The infor-
mation “DGUV Information 209-071” is based on experience gathered by the FBHM and its
subcommittee in the field of hydraulic equipment of machinery and plants. It should help to
specify the safe maintenance procedures of hydraulic equipment that are used in machinery
and plants, and that are included in the scope of the European Machinery Directive. The par-
ticular provisions for different applications (e.g. in the mining industry or similar) have to be
considered.
The present document DGUV Information 209-071“ Safe maintenance of hydraulic systems”
is the English translation of the German information BGI/GUV-I 5100 “Sicherheit bei der Hy-
draulik-Instandhaltung”, edition January 2014, now listed as DGUV Information 209-070, and
it replaces the former English edition BGI 5100e of April 2008. The provisions according to
individual national laws and decrees in other countries remain unaffected by this translation
of the German information DGUV Information 209-070. The requirements of the individual
national legal rules and of manufacturers instructions (including manuals) apply without
reservation. In order to get detailed information it is necessary to read the relevant wording of
the national rules and instructions.
5
Preliminary remark
Since 1950, more and more hydraulic components have been produced as modular
elements and used in systems or machines to meet widely varying requirements.
The particular advantage of hydraulic systems is their high energy density, i. e.
small components can be used to generate high outputs.
At the beginning, hydraulic control elements were exclusively operated manually.

In the course of the technical development, the combination with electric or elec-
tronic parts has been promoted increasingly. Today, for example, automated pro-
duction systems consist of numerous linked, complex assemblies.
The possible applications of hydraulic systems are very diverse. They range from
the micro area via machine and systems engineering up to the aerospace industry.
In the field of hydraulics energy is transferred via a hydraulic fluid that is used to
generate movements or forces. In general mechanical engineering, pressures up to
350 bar and in special cases, e. g. for static forming technology, pressures up to
5,000 bar are used.
This information addresses to persons who plan and carry out maintenance work
on machines and systems with hydraulic equipment.
As maintenance procedures on machines often require the intervention in areas that

are not accessible during normal system operation, this work requires the implemen-
tation of special protective measures (see also information “Instandhalter” (BGI 577)).
This information mentions descriptions of hazards and measures for preventing

them and gives advice for implementing maintenance work on hydraulic equip-
ment in a safe manner. This information provides support for identifying and as-
sessing risks and deriving suitable measures in accordance with German general
technical rules for operating safety TRBS 1112 „Instandhaltung“ (Maintenance)
with regard to the specific hazards in maintaining hydraulics. This information
describes measures that must be taken into account when carrying out mainte-
nance work on machines and plants with hydraulic equipment. Apart from the de-
scription of planning and carrying out maintenance work, this information also
deals with troubleshooting and re-commissioning after repairs were carried out.
6
1 Maintenance of machines, systems,
and vehicle attachments with
hydraulic equipment
1.1 General
For all works on hydraulic systems and equipment, the information given by the
machine or system manufacturer regarding knowledge and qualification, as well as
commissioning and maintenance procedures have to be observed.
Spare parts have to meet the specifications of the machine manufacturer. This
means that all parts to be installed have to be selected especially in accordance
with the maximum operating pressures and suited for the hydraulic fluid used in the
system.
Hazard warnings and safety measures, amongst others from the safety data sheet of
the hydraulic fluid used, have to be incorporated and implemented in the operating
instructions (see section 2.1).
Remodeling machines and systems can constitute a substantial modification in the

meaning of the German Product Safety Act, at which additional safety requirements
and further measures may have to be taken into account. Thus, the manufacturer
should be contacted before any remodeling works.
Note
Remodeling a machine may require a new assessment of conformity.
7
Fig. 1
Maintenance techni-
cian during mainte-
nance work
1.2 Qualification of maintenance technicians
The maintenance technician has to be familiar with the design of hydraulic compo-
nents and systems through his professional training, occupational experience, and
activity. He should have finished his vocational training, e. g. as
• industrial mechanic,
• mechatronics technician,
• systems mechanic,
• automobile mechanic,
• agricultural machine mechanic or
• have passed advanced training as hydraulics technician.
Furthermore, the maintenance technician has to be instructed regarding the possi-

ble hazards and the resulting protective measures. Fundamental obligations of the
employees result from the accident prevention regulation „Basic principles of pre-
vention“ (BGV/GUV-V A1), see Annex 1 letter F.
For planning and implementing maintenance works, it is required to understand at

least
• the operating instructions (including notes on maintenance),
• the functional and wiring diagrams,
• the operating modes,
• the machine sequences, and
• the connections to other technologies (mechanic, electric, electronic).
8
Maintenance of machines, systems, and vehicle attachments with hydraulic equipment
The application of the methods of systematic troubleshooting has to be known.
If the knowledge mentioned above is insufficient, system-specific information have

to be requested from the machine manufacturer.
The work on electric parts of machines and systems is associated with special haz-
ards. Thus, this work must only be conducted by persons who are technically trained
and instructed in electrotechnology, e. g. electricians.
1.3 Hazards when working on hydraulic systems
A hazard analysis has to be conducted for maintenance work and documented to-
gether with the resulting protective measures (see also TRBS 1112, section 4, para-
graph (2)). The risk assessment for the maintenance technician must be conducted
by the head of the maintenance department.
For recurring, identical maintenance work (e. g. replacement of hose assemblies,

valves or cylinders), it may be sufficient to carry out risk assessments once and use
this as a basis for operating instructions and regular instruction.
Note:
In case of particular hazards (e. g. due to reciprocal effects with other work or at new,
unknown places of operation or in the premises of customers), a risk assessment
must also be conducted before maintenance work is started and, if necessary, it may
have to be coordinated with the responsible safety and health coordinator of the
customer.
Working on hydraulic systems can lead to the following hazards:

• uncontrolled leakage of the hydraulic fluid,
• accidental machine movements,
• risk of burning at hot surfaces or hot hydraulic fluid,
• parts coming off or bursting,
• skin diseases,
• noise.
9
Uncontrolled leakage of the hydraulic fluid
The leakage of hydraulic fluid has to be expected if lines rupture, if connection ele-
ments that are still pressurized become loosened, if hydraulic hose assemblies (see
figure 2) are damaged, or if inadmissibly high forces are applied. The consequences
can be:
• damage to the eyes,
• intrusion into the skin (intoxication),
• scalding by hot hydraulic fluid,
• risk of fire, if there are ignition sources (e. g. oils on hot surfaces),
• slipping danger on work stations and traffic paths,
• hazards due to accidental machine movements,
• environmental hazards, (e. g. intrusion into or release to the ground/
groundwater).
Inadmissibly high forces can occur due to

• improperly set pressure valves,
• modifications, e. g. on pressure relief valves,
• improperly rated valves (switching too fast),
• loads applied externally,
• accidental pressure intensifications on cylinders.
Accidental machine movements can be triggered by

• accidental operation of command or control devices, such as buttons, levers,
controlling light barriers, proximity switches, manual overrides, as well as interfer-
ences by magnetic fields,
• errors in the control system,
• energy separation, energy supply, residual energy,
• parts failure,
• contamination of the hydraulic fluid.
10
Residual energy in a system can be present if

• accumulators (hydraulic/pneumatic) exist in the system,
• loads are maintained in elevated positions,
• clamping forces exist,
• there are tensions between parts.
Parts failure can result from e. g.

• excessive system pressure,
• wear and tear and material fatigue (e. g. valve springs),
• stuck valves,
• overload due to excessive dynamic pressure peaks,
• improper or contaminated hydraulic fluids.
Risk of burning on hot surfaces and hot hydraulic fluid:

• machine parts that are hot during operation, such as line assemblies, pumps,
motors and
• escaping hydraulic fluid, e. g. when lines are opened or components are removed
Parts coming off or bursting can be the result of

• overloaded components, e. g. due to excessive operating pressures or pressure
peaks,
• material fatigue,
• parts selected improperly
This also comprises whipping hydraulic hose assemblies ruptured on one end.
11
Fig. 2 Bursted hydraulic hose assembly
Contact with hydraulic fluids can lead to effects hazardous to skin (see section 2).
Vapors of hydraulic fluids can cause airway irritations when inhaled.
Noise emissions are not only caused by the pump unit, even the noise of machines
generated during operation can cause a substantial level of noise, e. g. during trou-
bleshooting, test operation and others. Thus, the maintenance technician of the
hydraulic system has to wear ear protection in case of noise emissions hazardous to
health.
Depending on the maintenance work one or more hazards can occur simultaneous-
ly. Thus, several protective measures have to be used. The most important protec-
tive measures are explained in the individual sections of this information. If re-
quired, references are made to other BG information.
Note:
Should the risk assessment of maintenance work identify explosion hazards, the
technical rule for operating safety (TRBS) 1112 part 1 “Explosionsgefährdungen bei
und durch Instandhaltungsarbeiten – Beurteilung und Schutzmaß-nahmen” (explo-
sion risk arising during and due to maintenance work – assessment and protective
measures) must be applied.
12
1.4 Electrical hazards
Working on electric parts of machines and systems can result in special hazards,
such as
• direct and indirect contact with live or conducting parts,
• shock currents,
• electric arcs/discharges,
• voltage diversion, (e. g. with improper grounding),
and especially hazards due to working in confined spaces, which also comprise the
interior of machines and metallic vehicle superstructures, see (information “Work-
ing in confined spaces” (BGI 534)).
Thus, this work must only be conducted by persons technically trained and instruct-
ed in electrotechnology, e. g. electricians.
1.5 Planning the works
Accidents most often occur because of no or insufficient organizational preparation

of the maintenance works. Implementing the works when being pressed for time is
another reason. Furthermore, often only repair work is performed instead of deter-
mining and remedying the reasons for the failure. Moreover, years of routine can
lead to overestimation of one’s own capabilities or to misinterpretations, if the prac-
ticed way of working is no longer challenged.
A precondition for safe maintenance works is planning the works thoroughly, includ-
ing the execution of a risk assessment and considering or preparing maintenance
instructions.
Planning comprises:
• the scope and the course of the maintenance procedure,
• required protective measures according to the risk assessment,
• the selection of maintenance technicians according to their qualification,
• the required number of maintenance technicians according to the extent of the
work to be performed,
13
and
• the work equipment to be used, such as tools and devices.
When determining the work steps, possible hazards have to be minimized by pro-
tective measures. If new hazards occur during the works, these have to be mini-
mized as well by risk assessment and additional protective measures.
The maintenance instructions should include at least the following:

• notices on systematic troubleshooting (see section 3),
• provision of components that may need to be replaced, special tools, and aids,
• securing the circuit breaker of the energy supply, for example electrical, hydraulic,
pneumatic,
• reduction of residual energies (in connected parts as well),
• supporting elevated loads,
• method(s) for depressurizing the system,
• checking the depressurized condition,
• if required, further protective measures to be taken (see Annex 1 letter B).
Safe access to the points of contact and to safe standing surfaces has to be provid-
ed for performing the maintenance works, e. g. work platforms, other platforms.
The most important safety measures for maintaining hydraulic systems can be sum-
marized in the five-finger rule of fluid power technology:
Note
Five-finger rule of fluid power technology

1. Interrupt energy supply
2. Prevent unintentional re-closing (figure 3),
3. Depressurize the system, including all existing accumulators, lower or
support elevated loads, reduce residual energies
4. Check depressurization
5. Prevent hazards caused by adjacent systems.
14
Fig. 3 Securing against unintentional re-closing by lockable ball valves.
If several persons work together during the maintenance work on a hydraulic sys-
tem, one of them has to be appointed who determines, monitors and coordinates
the work and the protective measures.
Along with the direct hazards caused by the hydraulic system, secondary hazards
have to be taken into consideration as well, e. g. risks of falling from heights.
In order to improve occupational safety for maintenance works on a systematic

basis
• the causes of faults and failures should be documented and evaluated,
• the implementation and effectiveness of measures taken should be checked,
• work implemented should be documented,
• risk assessments and maintenance instructions should be checked and updated,
if required,
and
• any technical modifications implemented should be recorded in the documenta-
tion of the machine or system.
15
2 Handling hydraulic fluid
2.1 Skin protection
Maintenance technicians for hydraulic systems are used to having „dirty hands“ at
work. The intensive daily skin cleansing procedure is tolerated apparently without
any problems, so that normally, only little thought is given to the question whether
the skin – the largest human organ – tolerates this without being damaged in the
long run. The alloy components and additives contained in the oils and fats can
have allergizing or sensitizing effects.
A lack of consciousness for the aforementioned is one reason why skin diseases
range amongst the most frequent work-related diseases in metal-working
companies.
The organ skin is the link between the human immune system on the one hand and
the „external world“ on the other hand. Especially the fats on the external skin layer
form an efficient but vulnerable protection against harmful influences. Frequent
washing, especially with substances solving the fats, damages this protective layer.
If the body is no longer able to repair these damages within the work breaks, the
result is dry skin with formation of ruptures and redness, shortly the „wear eczema“.
Secondly, often an “allergic eczema” additionally „engrafts“ during the further
course, as substances potentially causing allergies can intrude into deeper regions
of the skin organ more easily if the skin is already damaged. Depending on the per-
sonal disposition, such reactions can occur a relative short time upon the first skin
exposures or upon many years or decades of executing skin exposing activities.
If a work-related allergic skin disease has established, the consequences – profes-

sional and private – are often serious. As contact with substances causing allergies
normally cannot be prevented completely, losing the job is possible.
What can be done?
There are many options for maintaining a mostly healthy skin even during strongly
contaminating activities. Firstly, the most important precondition is that everybody
develops the proper understanding for the vulnerability of his own skin.
16
No.: 000 Sample Operating instructions according to §14 GefStoffV Date: 27.01.2012
(German Ordinance on Hazardous Substances)
Operation:
Field of application: Hydraulic oils
Workshop, Hydraulic oils with high viscosity: Highly refined mineral oils with
warehouse additives
Hazards for human beings and the environment

Hydraulic oils are flammable. In connection with air, vapors emitted during strong heating and atomized sprays can
form explosive mixtures. Clothes soaked with oil are subject to an ignition hazard.
Frequent or long-term contact with the products, clothes soaked with oil as well, can cause skin diseases such as
inflammation, skin rash, petroleum acne for example.
Products subject to high temperatures while being used can accumulate with harmful Substances.
Leaking hydraulic oil is hazardous to waters.
Protective measures and rules of conduct
Store and fill hydraulic oils above drip pans only, avoid splashing.
Do not overfill drip pans with containers and do not use drip pans to store other materials.
Keep away from ignition sources, do not smoke. Do not atomize lubricants.
Keep containers closed and protect against heating.
Store soaked cleaning cloths in non-inflammable, closed containers.
Replace cleaning cloths on a regular basis.
Label filled containers, replace faulty labels.
Never use food containers or containers that could possibly be confused with the same.
Hand protection: for long-term, use resistant gloves protecting against chemicals
Skin protection: see skin protection scheme
Avoid contact with skin and clothes.
Take off soaked clothes immediately and re-wear them upon cleansing.
Do not put used cleaning cloths into the pockets of the working clothes.
Upon handling the materials wash your hands and apply care creme.
Do not use any solvents, thinners, benzine or others for skin cleaning purposes.
Behaviour in case of danger (emergency telephone: see placard)
Upon leakage immediately soak up using oil binder
(............................) and place into waste container; ventilate room
thoroughly. Caution: Slip hazard due to slippery floor.
Fire extinguisher for fire class B, no water. ..................
In case of fire there is the danger of bursting closed heated containers.
Leave oil warehouse in case of danger.
Escape route: see identification of the escape routes and emer-
gency exits
First aid (first aider: see placard)

Upon skin contact: wash thoroughly using soap and water, take off soaked clothes
beforehand.
Upon eye contact: with open palpebral fissure and in direction of the external palpe-
bral fissure flush for 10 minutes with running water, contact eye
specialist.
Upon swallowing: Do not stimulate vomiting, contact a doctor.
Upon oil injection: e. g. upon subcutaneous intrusion of oil contact doctor
immediately!
Appropriate disposal
Collect wastes in labeled, non-inflammable containers (............................); keep waste containers and empty
containers closed, empty containers at the end of the shift at the latest or remove from the work area.
Date, Signature:..................................
Fig. 4 Sample of operating instructions for hydraulic oil

17
Handling hydraulic fluid
The entrepreneur is responsible for regulating skin protection within the company,
e. g. using a skin protection scheme (see figure 4). In doing so, specialists (company
physician, supervisor) should be integrated and corporate experience should be
taken into consideration.
2.1.1 Work clothes

No special protective clothes are specified for the maintenance technician for hydrau-
lic systems. Work clothing worn and contaminated in addition to or to protect the
private clothes have to be cleansed on a regular basis. There should be at least two,
better three overalls for every maintenance technician, in order to provide for immedi-
ate replacement even in case of unforeseeable contaminations with hydraulic fluids.
Note
Contaminated clothes have to be taken off immediately.
Contaminated cleaning rags must not be put into the trousers.
Naturally, the hands have the most intensive contact with the possibly harmful sub-
stances. Appropriate protective gloves provide best protection (see figure 5). Appro-
priate means that they are especially resistant regarding the substances they are
supposed to protect against. For handling hydraulic, machine, motor, and transmis-
sion oils, gloves consisting of the following materials are considered appropriate:
• acrylonitrile butadiene, rubber, nitrile rubber, nitrile latex (NBR),
• chloroprene rubber (neoprene) (CR),
• isobutylene isopropene rubber (rubber) = butyl rubber, butyl (IIR).
Different tasks for maintenance works require the normal protective clothes to be
supplemented, e. g.
• overhead works: gloves with cuffs,
• troubleshooting and leakage tests: helmet with visor,
• component replacement: one-way trousers type 4.
18
Fig. 5 Personal protective equipment for oil change
Note
No gloves must be worn in the vicinity of rotating parts.
2.1.2 Skin agents

This generic term comprises:
• skin protection agents,
• skin cleansing agents, and
• skin care agents.
The harmful substances to be expected are substances insoluble in water. Some

statutory accident insurers and skin care agent manufacturers developed skin pro-
tection schemes differing in content and color in dependency on the effects of indi-
vidual harmful substances. The yellow skin protection scheme, shown in figure 6,
lists a selection of appropriate skin protection agents, skin cleansing agents, and
skin care agents to be used in case of contact with substances insoluble in water.
19
Basically, the objective should be to clean the skin as gentle as possible, as well as
to provide the skin especially with fat and moisture after work, along with the appro-
priate skin protection agent. Using appropriate skin protection agents or protective
gloves as consequently as possible reduces or prevents contamination of the skin
and thus allows for using more gentle skin cleansing agents.
Skin protection and hygiene scheme

„maintenance“
Gloves Skin agent for
Skin Skin Skin care
protection cleansing
Skin contact Sahara 100 Lindesa O Lindapur Lindesa

to hydraulic Dextram 376 Liga pro plus Ligana HPC
fluids that Contact Herwesan Ivraxo soft B Herwe Cura
cannot be NB20C Olio Herculan Cura Soft
mixed with SolVex Sansibon Topscrub pr 2000
water 37-675 pr 88 pr clean plus Stokolan
Travabon Praecutan
plus
Products taken from: BGI 658 “Hautschutz in Metallbetrieben, Stand 11/2008)”

BGI-Information “Skin protection in metal processing companies” (BGI 658)
(The list makes no claim to be complete)
Fig. 6 Skin protection and hygiene scheme
2.1.3 Use of skin agents

Skin agents can only achieve the desired success if all three skin agents (skin pro-
tection, skin cleansing, and skin care agents) are used
• on a regular basis (daily, before starting to work, before and after breaks, and
after work),
and
• properly (see manufacturer’s instructions).
20
2.2 Leaking hydraulic fluid
Leakages of hydraulic fluid have to be prevented, as oiled work surfaces and treads
on machine platforms, as well as oiled workshop floors bear slip dangers, tools
could slip more easily on wrench surfaces or parts, and fire hazards could be the
result. As personal protection equipment worn gloves have to be kept free of hy-
draulic fluid or replaced.
In order to avoid wetted machine platforms or vehicle treads, appropriate drip pans
are useful. This also includes adapted pans for maintenance work on the mobile
hydraulic system outdoors or on construction sites. Removed hydraulic components
such as pumps or valves still contain residual amounts of hydraulic fluid and have
to be stored intermediately in sufficiently dimensioned pans.
Inserting drip pans into the workshop floor below the machines prior to their instal-
lation, provides for efficient protection against slip dangers on workshop floors.
If required, oil binders, sweeping equipment, and disposal containers have to be

taken to the danger spot immediately, in order to hold leaked hydraulic oil and thus
eliminate slip hazards. Oil absorbing cloths help to remove residual oil in machine
parts.
Fig. 7 Trolley for transporting oil binders
21
Note
Leaked hydraulic fluids have to be removed immediately and completely.
In order to reduce leakages of hydraulic fluids, some machine manufacturers permit

using vacuum pumps (see figure 8) generating a slight vacuum in the hydraulic tank
upon closing all tank air vents using a connection via special tank covers.
Fig. 8 Vacuum pumps for mobile hydraulic tank in 24 VDC and 230 VAC design
2.3 Searching for leakages
Searching leakages on machines has to be conducted systematically at reduced

system pressure, if possible, and with personal protection equipment, e. g. gloves,
protective rubber clothes, goggles, or helmet with visor, and by using aids such as
blotting papers.
It has to be taken into account that the hydraulic fluid leaking from the leakage
points (cracks, fissure) under high pressure causes very serious injuries or
22
intoxications when coming into contact with the human body! Even the use of pro-
tective clothes, including protective gloves, does not provide for complete
protection.
Note
In any case, keep away from possible leakage points.
2.4 Replacing the hydraulic fluid
The hydraulic fluid used has to comply with the provisions of the machine manufac-
turer or the system or component manufacturer. In this, the materials of the sealing
elements used have to be taken into consideration.
When replacing the hydraulic fluid it has to be paid attention to the fact that no
contamination enters the tank or other parts of the hydraulic circuit. In order to
achieve the desired cleanliness class, freshly delivered hydraulic fluid has to be
filtered as well.
23
3 Troubleshooting
Naturally, preventive maintenance and repair measures, especially checking the oil cleanli-
ness on a regular basis, are the best method to minimize errors and failures in the run-up
already. Nevertheless, errors and failures can occur when operating a hydraulic system or
machine, which impair the general operational sequence but also the safety of the hydraulic
system or machines.
Apart from the impairment of the product quality, this can lead to hazards (see section 1.3)
which no longer ensure safe working with the machine.
Thus, it is important that the machine operator reports all failures and errors to the supervi-
sor or the maintenance department immediately. These persons decide whether it is possi-
ble to continue work with the machine or whether the machine has to be repaired
immediately.
Note
Errors in hydraulic systems or machines have to be reported to the supervisor

immediately.
Before starting troubleshooting, the procedure has to be determined. Along with planning
the proper troubleshooting, this also comprises the measures for securing the work area (i. e.
the danger and effective range), as well as the required protective measures.
Note
Troubleshooting and repair works must only be conducted by trained personnel.
At the beginning of troubleshooting, the required technical documents and information

should be available, e. g. operating instructions, circuit and electrical diagrams, including
measuring points and a list of items. If no hydraulic circuit diagram can be found for older
systems, a circuit sketch should be established on the basis of design, signposting, and
labeling of the parts.
24
Troubleshooting
The machine operators should be questioned regarding error behavior, failures, and reac-
tions of the machine and system. If a maintenance book or log exists, it should be used to
investigate if this or similar failures have already occurred. Furthermore, the error lists in the
operating instructions of the manufacturer have to be taken into consideration.
Note
For troubleshooting, the technical documents of the system/machine have to be

available.
If troubleshooting requires working methods which deviate from those applied for normal
operation, e. g. test runs, setting, start-up, or is it necessary to run one cycle or several cycles
with the defective machine in order to localize the errors, it has to be ensured that safeguard-
ing equipment (movable safeguarding equipment, two-hand control devices, light barriers)
on the machine is active in this phase as well. On the basis of the error that occurred, further
machine-specific measures (and organizational measures) may have to be taken in order to
avoid employees being endangered during troubleshooting (wide area safety fence using
chains, instruction plates, reduced speed, and reduced pressure).
During troubleshooting, operating modes should be applied in which individual functions

are operated outside the automatic operation at reduced speed, in tip operation (hold-to run
control device), with enabling switch, or in the operating mode „Set-up/Hand“.
Attention must be paid to the fact that dangerous follow-up movements are triggered when
passing position switches, e. g. also for automatic program-controlled tool or work piece
change, start-up of accessory devices.
Note
Troubleshooting must only be conducted with activated safeguarding equipment.
If required, further organizational measures are necessary.
25
Troubleshooting
If troubleshooting also can be done with the machine turned off or if the machine is turned
off for error correction upon localizing the error, the five-finger rule mentioned in section 1.5
has to be observed.
Note
Observe the five-finger rule of fluid power technology.
If the control system is not a purely hydraulic system, but the hydraulic system is operated as
part of an electro-hydraulic control system, it may be necessary to have the troubleshooting
procedure conducted by a specialist electrician. In case of complex systems operated with
electronic control systems, it may also be necessary to call a specialist for electronic hard-
ware or software. In this case, if several persons work on the machine for troubleshooting
purposes, it is imperative to provide for sufficient coordination of the activities on the ma-
chine. This especially holds true if the machine operator has to be incorporated into the
activities.
Furthermore, hazards caused by adjacent systems or hazards to persons working on adjacent

systems have to be prevented.
Note
For electro-hydraulic systems, a specialist for electrical engineering or electronics has

to be called.
Activities of several persons have to be coordinated.
Even when pressed for time, following a systematic and targeted procedure is imperative, as
a random and rash disassembly or adjustment activities could result in the fact that the ini-
tial error cannot be identified anymore.
26
Troubleshooting
It is recommended to document the implemented work steps, adjustment values, as well as

their modifications. All modifications to the system have to be documented in a traceable
manner, e. g. in the machine documentation and, if required, in a maintenance book or log.
A list of eliminated failures and error causes supports troubleshooting procedures in the
future.
Many hydraulic system manufacturers have developed comprehensive service information in

which they describe systematically possible malfunctions and their causes or possible sourc-
es and measures for eliminating them as the technical reasons for errors and the measures
for their elimination can vary considerably.
Annex 1 letter A shows a general troubleshooting tree for hydraulic components.
Typical errors include for example:

• clogged hydraulic filters,
• stuck valves due to contaminations,
• unexpected start-up of the machine due to tipping/triggering position/stop switches
• failure of valves due to spring rupture.
The reason for part failure should be determined.
Notes:
If the hydraulic energy has to be maintained for troubleshooting or due to other reasons, the
provisions of the manufacturer have to be observed.
Regarding the re-commissioning procedure, further safeguarding measures have to be ob-

served, see sections 5.1.2 and 6.1.9.
27
4 Working on hydraulic components
4.1 General
When working on different hydraulic components, numerous safety-relevant as-

pects have to be considered by the maintenance technician. Sections 5 and 6 deal
with the particularities for certain machines and systems, and those for the mobile
hydraulic system.
Basically, only spare parts approved by the manufacturer should be replaced or

installed.
It is imperative to observe provisions and notices of the manufacturer regarding

special knowledge or training of the maintenance technician.
The hydraulic system has to be protected against contaminations introduced from

the outside as far as possible. Flushing provisions on part of the manufacturer have
to be observed. Spare parts to be installed have to be free of contaminations.
All parts installed by the maintenance technician have to be selected in accordance

with the operating pressures and hydraulic fluids.
Due to the partially relatively large masses or the installation position and the posi-
tion of the center of gravity of hydraulic components, suitable lifting gear and lifting
accessories must be provided for disassembly and assembly and for transportation.
If it is possible to confuse line connections,

these have to be marked clearly by the main-
tenance technician before being
disconnected.
It is imperative to observe the provisions of

the manufacturer regarding commissioning
after completed maintenance works.
Fig. 9
Central hydraulic system at commissioning
28
Working on hydraulic components
4.2 Pipelines
Pressurized fittings of pipelines must not be opened.
If pipelines are replaced, standardized seamless cold-drawn precision steel pipes

have to be used. When selecting these pipes, the requirements of the machine
manufacturer with regard to material characteristics, wall thickness, cross sections
and the admissible operating pressures have to be observed (see parts list).
Some connection element manufacturers rate the nominal pressures in deviation

from the standards. Thus, parts having the same dimensions can be characterized
by substantial differences regarding the nominal pressures. Similar thread sizes of
different systems (metric/imperial) must not be confused!
Note
When procuring spare parts attention must be paid to the fact that parts
having the same dimensions can be characterized by different nominal pres-
sures and thread types!
If pipelines have to be re-routed within the framework of maintenance work, these

have to be attached by pipe clamps in an adequate manner.
29
The following distances are recommended:

External pipe Recommended spacing* between two pipe clamps (according to
diameter DIN EN ISO 4413)
From a pipe Between two supports From a pipe bend

connection in the case of a
straight pipe
up to 10 mm 0.05 m 0.6 m 0.1 m
over 10 mm to 0.10 m 0.9 m 0.2 m

25 mm
over 25 mm to 0.15 m 1.2 m 0.3 m

50 mm
over 50 mm 0.20 m 1.5 m 0.4 m
[*Reproduced by permission of DIN Deutsches Institut für Normung e. V. For applying the
DIN-standard, the recent issue which can be obtained from Beuth Verlag GmbH, Burggrafen-
straße 6, 10787 Berlin, Germany is decisive.]
In doing so, it has to be observed that the pipeline is not damaged, e. g. attaching it
by welding is inadmissible. No other parts must be attached to pipelines.
The pipe elbows have to be bent taking into account the details regarding the bend-
ing radii and the use of appropriate devices ( e. g. pipe bending machine). The pipes
must not be buckled when they are bent. Pipes subjected to heat treatment have to
be cleansed and descaled.
Before being installed, pipeline components

always must be deburred, cleansed, and
installed in accordance with the provisions
of the fitting suppliers.
Fig. 10
Proper attachment of pipelines with pipe supports
30
If line connections can be confused, these have to be marked clearly and perma-
nently by the maintenance technician before being disconnected.
During assembly, the newly installed connections have to be tightened in accord-

ance with the manufacturer’s instructions, e. g. using the torque wrench or accord-
ing to specified angle of twist, in order to avoid shear forces and tensions.
Pipelines and fittings have to be checked for leaks up to maximum operating pres-
sure before they can be approved.
If pipeline fittings show leakages, these have to be remedied. For this, depressur-
ized condition has to be established first. Afterwards, the following measures can
be implemented:
• checking the tightening torques of fittings,
• checking the tightening torques of flange connections,
• replacing the seals.
4.3 Hose assemblies
4.3.1 General
Hose assemblies are only used on machines and vehicles if hydraulic connections
are required between moving parts of a hydraulic system or if an easier replacement
of power units (e. g. auxiliary power units on earth-moving and farm machines) is
wanted (see figure 12). Using hose assemblies can also reduce pressure peaks in
the hydraulic system or compen-
sate vibrations between individual
parts.
Fig. 11
Pipeline routing in a large machine
31
Fig. 12 Hydraulic hose assemblies on an excavator
In general, hoses consist of an elastomer compound of internal and external rubber

layer and pressure carriers consisting of one or several layers.
Plastic hoses are used as well having technological advantages and disadvantages
(see also section 4.3.9).
The term hose assembly describes the assembly and the unit of hose and fitting
mounted afterwards.
Hose line = Hose + Fitting
Hose assembly: marking
manufacturer`s name or identification manufacturer`s name or identification
number of European Standard max. working pressure of the assembly in bar

type the last two digits of the year of manufacture
nominal bore month of manufacture
quarter and the last two digits of the year of manufacture
Hoses shall be marked durably with at least the above Hoses assemblies shall be marked durably with at
named information, and the marking shall be repeated least the above named information.
at least once every 500 mm.
Fig. 13 Structure and labeling of a hose assembly
32
Faulty integration, ageing, and mechanical damage can result in the hose assem-
blies bursting. Thus, corresponding care should be exerted when selecting, assem-
bling, mounting, and operating hose assemblies.
A hose has to be labeled consecutively and durably as follows, see rule “Hydraulic
hose assemblies” (BGR 237):
• manufacturer sign,
• hose type,
• nominal width,
• date of manufacture (quarter and year), as well as the
• number of the relevant hose standard.
A hose assembly has to be labeled durably as follows:

• manufacturer’s name or short sign,
• maximum operating pressure with indication of the unit,
• date of manufacture (year/month), see also BGR 237 or DIN 20066.
Note
Hoses and hose assemblies of unknown origin and / or with incomplete

marking must not be used!
4.3.2 Selection of hose, fitting, and hose assembly for replacement

In principle, hoses have to be replaced in accordance with the manufacturer’s in-
structions. If no manufacturer details are available, the following procedure has to
be followed:
Hose, fitting, and hose assembly have to be selected in such a way that
• the admissible maximum operating pressure of the individual components is not
exceeded for the operating conditions to be expected taking account of pressure
peaks,
• those operating pressures are taken into account, the control system has been
designed for,
• the thermal resistance is ensured,
33
• changes in lengths and outside diameters of the hoses were taken into account,
• the minimum bending radius is adhered to (depending on hose type and nominal
width),
• abrasion characteristics are considered,
• the cross-sections are sufficiently dimensioned, so that no inadmissible dynamic
pressures are generated that for example could impair the free return flow to the
tank,
• the compatibility of hose and sealing materials with the hydraulic fluid used is
given
• only parts are used that comply with the requirements of European or internation-
al product standards, such as EN, ISO, SAE standards,
• designs of hose assembly fittings consisting of a (drilled) pipe socket with olive
are not used, as these do no longer correspond to the state-of-the-art and have
led to accidents due to slipping tools in the past.
Note
It has to be checked if the hose assembly is suitable for the intended use
regarding pressure and flow.
4.3.3 Creating a hose assembly

It is recommended to purchase hose assembly as fully assembled parts.
If a hose assembly is made by oneself, it has to be observed that the selected parts
(hose and fitting) are compatible regarding their dimensions, shape, and pressure
stage. For this, it is imperative to observe the provisions of the manufacturers of
hose and fitting. Proof of safe function must be furnished by an appropriate test
procedure (see section 4.1.2 of BGR 237).
If the integration is conducted by oneself, only equipment and devices approved by

the fittings manufacturer must be used for this (see figure 14). A safe hose integra-
tion furthermore implies detailed knowledge of the integration procedure, the devic-
es, and parts. Conducting the integration without this knowledge and without these
devices is negligent and inadmissible from a safety point of view.
34
The so-called “improvised cobbling together” of hose assemblies on the bench vice
is negligent!
Fig. 14 Device for pressing hose fittings
Note
Hose assemblies should only be purchased from the hose assembly manu-
facturer in pre-assembled state.
35
4.3.4 Installing the hose assembly

In order to ensure the functionality of hose assemblies and to not shorten their
lifetime due to additional loads, the following has to be observed.
1. Hose assemblies have to be installed in a way that their natural position and
movement is not impaired (scour marks have to be avoided), see also figure 15.
2. Hose assemblies must not be subject to tensile, torsional, and compression
loads caused by external influences during operation.
3. The smallest bending radius of the hose specified by the manufacturer must
not be fallen below.
4. If possible, hose assemblies have to be protected against damage caused by
external mechanical, thermal, or chemical influences.
5. Varnishing hose assemblies should be avoided since the outer hose layer may
be impaired in its properties of use due to reactions with varnish and the de-
tectability of the marking and possible cracks may be prevented. Hose assem-
blies should be protected prior to varnishing the machine parts by masking off
or a film cover.
6. Possibly present safeguarding measures on the machine have to be re-attached
upon installation of the hose assemblies, e. g. safeguarding covers. The initial
protected installation position has to be restored.
The rule „Hydraulic hose assemblies” (BGR 237) or DIN 20066 “Hydraulic fluid pow-
er - Hose assemblies - dimensions, requirements” provides an overview of essential
installation criteria.
Note
When installing hose assemblies, it is imperative to observe the installation

instructions of the hose manufacturer, e g. minimum bending radii.
Fig. 15 Hose assemblies in natural position on a test cell
37
4.3.5 Regular check of hose assemblies

Due to ageing, wear and tear, and damage the hose assemblies have to be checked
on a regular basis.
For this, the hose assemblies have to be checked for external deficiencies (visually)
by an authorized person (see also TRBS 1203 „Befähigte Person”) at least once a
year; see also rule „Hydraulic hose assemblies” (BGR 237). If the manufacturer makes
concrete provisions regarding the aforementioned, these have to be observed.
Further notices regarding authorized persons (formerly known as technical experts),

tests, and test intervals, see section 7.
These tests have to be documented together with the date in a test log, e. g. when
testing the machine (see also TRBS 1201 „Prüfungen” (Checking)).
The test criteria are:

• leakages on the hose, the hose assembly, or the fitting,
• the hose coming out of the fitting,
• damage or deformations to fittings reducing the functionality and strength of the
fittings or of the connection fitting-hose,
• damage of the external layer up to the insert (scour marks, cuts, cracks),
• embrittlement of the external layer (formation of cracks in the hose material),
• deformations not corresponding to the natural shape of the hose assembly, in
pressurized or depressurized condition or when being bent, e. g. layer separation,
formation of bubbles, pinch points, knees,
• corrosion of the fitting reducing the functionality and the strength,
• Can the hose assemblies still move freely or are there pinch, shear, or scour
points caused by attaching new parts of the system or power units?
• Is it ensured that hose assemblies do not project into traffic paths, even when the
power units connected via hose assemblies are driven to their respective end
positions?
• Have hose assemblies been varnished (explanation: cracks and labeling cannot
be seen!)?
• Have the storage periods and the lifetime been exceeded?
• Have all covers been re-mounted after the test?
• Are additional stripping protections provided or are they required?
38
Note
Hose assemblies have to be checked at regular intervals.
Hose assemblies shall not be patted by hands when being checked
4.3.6 Faulty hose assemblies

If deficiencies regarding the safe condition of a hose assembly are detected during
the test, the relevant hose assembly has to be replaced. Figure 16 shows some
faulty hydraulic hose assemblies. Hose assemblies must not be repaired and must
not be assembled from old parts.
Fig. 16 Examples of failed hydraulic hose assemblies
If several hose assemblies are replaced simultaneously, it has to be ensured that

the connections cannot be confused, e. g. by marking them.
39
Note
Faulty hose assemblies have to be replaced immediately!
4.3.7 Lifetime of hose assemblies
Basically, hoses and hose assemblies are subject to a natural ageing process even if
they are stored properly (according to section 4.6.2 of BGR 237) and operated under
admissible loads. This ageing process reduces the performance of the hose assem-
blies. Thus, the lifetime of a hose assembly is limited.
The possible lifetime (i.e. period of use) of hose assemblies especially depends on
the operation and environmental conditions. Due to the wide range of applications
for hose assemblies, it is thus not possible for technical reasons to specify a bind-
ing, maximum admissible lifetime in safety rules and regulations and standards.
The instructions of the hose and hose assembly manufacturers regarding the maxi-
mum storage time have to be observed. When producing the hose assembly, the
hose should not be older than four years.
When determining the lifetime for the corresponding hose assemblies used on a
machine, the user first and foremost has to base his decision on the replacement
intervals recommended by the machine manufacturer, but also on his own experi-
ence regarding his individual operating conditions. This especially holds true when
the lifetime recommended by the manufacturer is exceeded. Prolonging the lifetime
is possible if
• corresponding test values and experience on part of the machine manufacturer,
the operator or the hose and hose assembly manufacturers are available,
• a risk assessment has been conducted and documented by the operator that
considered secondary safeguarding measures against hazards caused by hose
assembly failures as well,
and
• the test for safe condition is carried out at appropriate and fixed intervals and by
an authorized person.
40
For the recurring test it should be clarified if the preconditions that lead to the determi-
nation of a certain lifetime have changed, e. g. higher system pressures, changed loca-
tion of installation. In this case, a risk assessment has to be carried out.
It is absolutely recommendable to shorten the test intervals, e. g. to biannually or

quarterly (instead of at least annually), when prolonging the lifetime.
Unless there are other specifications regarding the lifetime of hydraulic hose assem-
blies, six years are recommended as reference value, see also rule “Hydraulic hose
assemblies” (BGR 237).
4.3.8 Securing the environment in case of hose as-

sembly failures
In general, hose assemblies perform their task
without any problems when they are designed
and selected properly, produced carefully, and
installed correctly.
However, it has to be considered that failures of

hose assemblies, e. g. near work stations and
traffic paths, can lead to hazards, e. g.:
• leakage of hydraulic fluid at high pressure,
• lashing, and
• fire hazard.
Thus, additional measures for safeguarding the

environment in case of hose assembly failures
have to be taken at those points, e. g. by means
of additional stripping protection or screening
(see figure 17).
Fig. 17
Stripping protection on hose assemblies
41
Special protective hoses for hydraulic hose assemblies can, if properly dimensioned
and installed, contribute to a reduction of risks caused by ejected hydraulic fluid
jets. The protective hoses must not be closed on both ends in order not to impair
their protective effect. The cross-section has to be sufficient. This makes the protec-
tive hose to function as intended.
Safeguarding measures against hose assembly failures are not imperative if there is
no hazard, e. g. by hose assemblies routed within machine enclosures.
4.3.9 Particularities of plastic hose assemblies

Plastic hose assemblies are used more and more on machines with confined instal-
lation conditions, on mobile devices, and in the chemical industry.
Some technological advantages of the plastic hose assemblies can be:

• 20 to 30% weight reduction,
• reduced external diameter and minimum bending radius,
• higher milling and abrasion resistance,
• good resistance against diverse chemical substances, as well as
• low sensitivity regarding water-containing cooling lubricants,
• no or only low influence of ageing during storage time before use,
• relatively low price, especially for small nominal widths.
Some technological disadvantages of the plastic hose assemblies can be:

• higher breathing volume,
• higher loss of elasticity after longer periods of use,
• lower torsional strength, thus twisting possible during installation,
• higher sensitivity regarding mechanical damage, especially if pressure carriers
consist of plastic yarn meshwork,
• higher sensitivity regarding UV radiation, thermal radiation, and liquid metal, e. g.
welding beads,
• higher sensitivity of the external layer regarding cutting oils (however, depending
strongly on the material).
The above mentioned advantages and disadvantages of plastic hose assemblies

have to be taken into consideration during design, selection, and installation. Re-
garding lifetime, replacement, and installation, section 4.3.7 applies.
42
Possible exclusions regarding the use on the part of the manufacturers have to be
observed.
4.4 Hydraulic cylinders
Before starting to replace hydraulic cylinders, these have to be free of all forces, e. g.
caused by elevated loads. Furthermore, it has to be paid attention to the fact that
depressurization is implemented on both the piston and the rod side ( see
figure 18).
The technical data of replacement cylinders have to comply with those of the types
to be replaced.
In order to prevent unforeseeable sudden parts movements caused by residual air

in the cylinders, these have to be filled with hydraulic fluid and vented by several
extracting and retracting procedures in idle in the service workshop or via the sys-
tem hydraulics before they are installed. If this is not implemented automatically,
the ventilation has to be implemented manually on the piston and rod side. In doing
so, possibly existing bleeding screws have to be used. The fittings must only be
re-tightened when the leaking oil is free of bubbles.
If sealing plugs are used after the hydraulic cylinders have been filled, it is impor-
tant to remove these before installation. This is particularly important on the piston
rod side, in order to avoid pressure transmissions.
If travel sensors or proximity switches exist at the cylinders, the electrical cables
have to be connected properly. If electrical cables run the danger of being confused,
these have to be marked before they are disconnected.
Sealing sleeves of leaky hydraulic cylinders must be replaced in accordance with

the provisions of the manufacturer only.
When replacing the hydraulic cylinder, a possibly existing piston rod protection, e. g.
sleeve or sheet metal cover, has to be re-installed after installation.
43
Fig. 18 Hydraulic cylinder with pilot-operated check valve
After having replaced a cylinder of a clamping device in particular, the machine or

the system must be approved for the operator after sufficient test runs only.
In order to attach cylinders, parts approved by the manufacturer must be used only
(such as screws in the required property class). The details regarding thread design
and screw-in length have to be observed. When working on parts of a hydraulic
cylinder, including seals, cleanliness has to be top priority.
4.5 Pumps and hydraulic motors
When replacing hydraulic pumps and motors, large quantities of hydraulic fluid can
leak out. In order to prevent the slip hazard, appropriate collection containers (see
figure 19) have to be kept at hand.
Connections and attachments of the depressurized hydro pump or the hydro motor
have to be loosened in accordance with the manufacturer’s instructions. In order to
avoid confusions, connections and lines have to be marked before disconnecting
them. Openings of lines and motor-side flanges have to be protected against
contaminations.
Installing, filling, starting-up, venting, and adjusting hydraulic pumps and motors
should be carried out in accordance with the manufacturer’s details in the operating
instructions. The direction of rotation of the pump has to be observed during the
44
Fig. 19 Mobile hydraulic pump in an oil drip pan
installation procedure. When installing the electric motor, care must be taken to
ensure the proper electric connection (rotating field).
When assembling pump, suction line, and tank it has to be observed that the suc-
tion filter is installed properly.
The safeguarding equipment has to be re-installed before commissioning.
4.6 Valve blocks
In order to prevent confusions, the individual connections of the valves or stacking

assemblies of valve blocks have to be numbered respectively marked before being
disassembled (see figure 20).
Valves must be installed and demounted exerting the utmost care and cleanliness
only. During the installation, the O-ring sealing elements within valve stacking as-
semblies have to be checked for proper seat. Defective seal elements must be re-
placed immediately.
All technical data (including wiring symbols and settings) of replacement valves
have to comply with the provisions of the manufacturer respectively with the data of
the type to be replaced.
45
Fig. 20
Marking hydraulic valve
blocks
The valves/valve blocks have to be assembled observing the order of the stacking
assembly. In doing so, the installation position specified by the manufacturer has to
be observed. The selected attachment screws have to comply with the dimensions
and strength classes specified in the valve data sheet. The screws have to be tight-
ened evenly and exactly to the torque specified in the valve data sheet as well.
When replacing faulty switching solenoids on valves, the required voltages and
performance details have to be observed.
Solenoids for 24 Volts operation do not execute the switching function when operat-
ed with 12 Volts for example.
When installing replacement valves of other manufacturers, the electric pin assign-
ments of the connection plugs have to be observed. These can be found in the relat-
ed valve data sheet.
46
4.7 Accumulator systems
Accumulators are devices the manufacturer has to meet special safety provisions for.
Furthermore, the operator of work equipment has to observe the provisions for the
tests in accordance with the Ordinance on Industrial Safety and Health (see section 7).
As maintaining and filling accumulators with gas, measuring pressures, and testing
upon commissioning require special knowledge, work on accumulator systems
must only be conducted by especially trained maintenance technicians or by the
manufacturer. It is imperative to observe the provisions of the manufacturer in the
operating instructions.
Before working on the accumulator the pressure in the accumulator has to be re-
duced, along with the pressure of the system hydraulics. This is implemented either
automatically or via a manual pressure reduction feature at the accumulator safety
block. A pressure indicator, e. g. pressure gauge, has to be used to check the effi-
ciency of the depressurization procedure. It has to be observed that the accumulator
may be under high pressure on the gas side. It may be required to reduce this pres-
sure as well. Before the accumulator is removed from the system, both, the fluid and
the gas side must be fully unloaded.
New or repaired accumulators on oil-hydraulic systems may be delivered pre-

charged with nitrogen (at low pressure of, e. g.. 2 bar) on the gas side in order to
protect the accumulator bladder against in-transit damage.
Before commissioning, these accumulators have to be charged to the charging pres-

sure specified in the hydraulic circuit diagram using nitrogen.
Note
Due to risk of explosion, in no case may oxygen or air be used to fill

accumulators.
When replacing the gas-side filling valve in the accumulator, valves specified by the
manufacturer (only genuine spare parts) may be used only.
47
Fig. 21
Warning note on accumulator system
It is imperative to observe the notices in the operating instructions for filling the
accumulator with nitrogen. The accumulator filling device comprises
• pressure reducing valve, connection line from the gas bottle/central gas supply to
the accumulator with corresponding connections,
• accumulator-side port with pressure gauge,
• appropriate tools.
Neither welding nor soldering works and no mechanic processing may be imple-
mented on accumulators.
On the basis of the special safety-relevance, accumulators have to be checked for

mechanical damage.
After installation of the accumulator, the accumulator safety block has to be at-
tached correctly and the accumulator (see figure 22) and possibly existing protective
guards against external damage have to be re-installed properly.
4.8 Filters
Filtering the hydraulic fluid in a reliable manner is an imperative precondition for

trouble-free function and long lifetimes of all hydraulic components and thus of the
overall machine or system.
48
Fig.22 Hydraulic accumulator Fig. 23 Hydraulic filter with clogging
indicator
Filters have to be checked on a regular basis and replaced in accordance with the
maintenance scheme or the clogging indicator. Figure 23 shows a filter unit with
clogging indicator.
Note
The check and replacement intervals of the filter systems have to be

observed!
When changing filters, the pressure reduction, the risk of scalding by hot hydraulic
oil, the prevention of dirt and water entering the system, the condition of seals and
system bleeding must be observed.
In case additional filters are installed at a later point in time, these have to be in-
stalled in an easily to be maintained manner outside of the danger areas and must
meet the requirements of DIN EN ISO 4413 (e. g.. clogging indicator).
49
Fig. 24
Hydraulic power unit
on stationary produc-
tion facility
50
5 Working on machines and systems
5.1 General
Basically, the manufacturer’s provisions in the operating instructions have to be

observed.
Along with the basic general safety instructions for maintenance work and for han-
dling hydraulic components (see section 4), the following section contains further
notices for the safe hydraulic maintenance on stationary machines and systems
(see figure 24).
5.1.1 Reducing hydraulic energy

Before starting to work, the hydraulic energy in the system has to be reduced.
Re-closing of the system has to be prevented. If individual hydraulic circuits of the
hydraulic system are separated from the common pressure supply, it has to be
checked if the correct connection has been disconnected.
Furthermore, the accumulators connected to the hydraulic system have to be dis-

connected from the system or depressurized (see figure 25). The depressurization
must not lead to new hazards, e. g. loosening of clamping devices. The complete
pressure reduction has to be checked (see “five-finger rule” in section 1.5).
Fig. 25
Depressurized hydraulic accumu-
lators with closed pressure lines
51
Working on machines and systems
Despite the energy supply being switched off, hydraulically elevated loads, e. g.
machine parts, work platforms, hydraulic vertical axes, cause a substantial pressure
in parts of the hydraulic system. On more complex machines and systems, this pres-
sure can transfer to further parts of the system. Thus, elevated loads, e. g. material
to be conveyed or machine parts, have to be lowered, secured using existing locks,
or supported in a safe manner before starting the maintenance work.
After reduction of all pressures supplied into the hydraulic system, it is possible that
residual pressures still exist in trapped heads of fluid between valves and other
parts. These have to be reduced as well, e. g. by operating the valves several times
or in accordance with the manufacturer’s provisions.
The opening of the screwed connections on hydraulic lines should proceed at first
slowly and carefully after the depressurization took place. The further loosening of
the screwed connections should be done carefully as well, in order to realize possi-
ble hazards caused by the still existing pressure of the hydraulic fluid in time (slight-
ly knocking on the screwed connection is helpful) and to take protective measures.
If pressure is still present, the screwed connection must not be loosened further.
The depressurization in the system has to be repeated and the effects of this proce-
dure have to be re-checked.
5.1.2 Re-commissioning
Upon completion of troubleshooting and correction of faults the connections and
parts have to be checked for compliance with the specifications of the circuit dia-
gram. All loosened screws, line connections (see figure 26), and electric plug-and-
socket connections have to be tightened and checked.
After completion of maintenance work, it must be observed that tank lines be re-
opened, if they were closed before.
The following measures have to be taken to prevent hazards caused by possibly

occurring machine malfunctions after completion of the repair work:
• protective guards have to be brought to their protective position or activated,
• protection by means of distance.
52
Fig. 26 Markings on pipe and hose side
After completion of the maintenance or repair work on the hydraulic parts these
have to be filled and vented. The running-in and adjusting specifications have to be
observed for the pumps in particular. Hydraulic pumps mostly are self-priming.
Adjustment work on the pressure relief valves must only be conducted by the manu-
facturer or in accordance with the manufacturer’s specifications, e. g. according to
the pressure measurement sheets. It is imperative to adhere to the sequence of the
procedure contained therein.
Incomplete venting procedures may lead to failures and hazards in machines and
systems caused by suddenly starting movements. Venting the system completely
prevents unforeseeable sudden movements of hydraulic cylinders and motors, e. g.
stick slip.
After bleeding of the hydraulic system, all hydraulic functions have to be checked. In
doing so, the specifications regarding safety have to be observed, e. g. reduced
system pressure, screenings. When testing the hydraulic functions, it is important to
keep sufficient distance as regards to reaching danger areas. It has to be ensured
that neither the maintenance technician nor other persons stay below elevated
loads or in danger areas.
All functions of cylinders have to be tested separately, if possible, at reduced speed

and without loads.
Supports and safety measures for elevated loads must be removed only when the
load is held safely by the hydraulic system again.
53
5.2 Working on machine tools
5.2.1 Clamping cylinders

Machine tools may have hydraulic clamping devices, the structure of which can be
very complex in some cases (see figure 27). These clamping devices can clamp “ac-
tively” by hydraulic pressure and be supported by a hydraulic accumulator or they
operate according to the closed circuit current principle and generate the clamping
force by spring tensioning. For releasing the clamped parts in the case of the closed
circuit principle, spring tensioning is overcome through the use of a hydraulic cylin-
der. With this functional principle sudden pressure drops, e. g. due to hydraulic line
failure, or a deadlock of the clamping system loosening suddenly as a result of the
spring force can lead to pinch hazards for operators and maintenance technicians.
5.2.2 Vertical slides on machine tools

Machine tools may have hydraulically elevated vertical axes or other axes loaded by
gravity that are held in their position by means of hydraulic brake and holding devices.
These vertical slides have to be considered alike the elevated loads (see section 5.1.1).
Fig. 27
Complex clamping
module of a transfer
line
54
5.3 Working on hydraulic presses
In accordance with the European Machinery Directive presses are classified as par-
ticularly dangerous machines. Thus, press manufacturers have to equip the machines
with comprehensive safety technology. On the basis of this comprehensive safety
technology the maintenance technicians for hydraulic systems have to familiarize with
the particularities of these machines before starting any maintenance work.
Before starting any maintenance work the drive has to be switched off and an exist-
ing turn-off device has to be operated.
When working on hydraulic presses below elevated loads, e. g. upper die, the device
has to be brought into the protection position against retraction of the slide at first.
Normally, such devices are installed on presses with a bolster plate depth of more
than 800 mm and a stroke of more than 500 mm. If the press is not equipped with
such a device a support (see figure 28) has to be used that is able to accept the
forces present when the drive is switched off.
Notices to the afore-

mentioned can also be
found in section 3.6 of
chapter 2.3 (Presses in
metal processing) of
the rule „Operating
work equipment”
(BGR/GUV-R 500).
Fig. 28
Slide support on a
hydraulic press
55
5.4 Working on hydraulic scissors lifts
Industrial and mobile hydraulic scissors lifts, lifting tables, and lifting platforms are
equipped with maintenance supports. When conducting work on the hydraulic sys-
tem that cannot be carried out with the platform lowered completely the mainte-
nance support (see figure 29) has to be used. From the engineering point of view
this support is designed in a way that it is able to accept all weight forces of the
parts in a safe manner and in doing so is secured against slipping. This is to prevent
improvised measures, e. g. with squared timbers or the same.
When installing and removing the maintenance support it has to be ensured that
the elevated work platform is held safely by hydraulic means or with appropriate
load-carrying equipment.
Fig. 29
Installed maintenance
support on hydraulic
scissors lift
56
6 Working on the mobile hydraulic
system
Along with the general safety instructions regarding maintenance work and handling the
hydraulic components (see section 4) the following sections have to be considered in addi-
tion to the manufacturer’s specifications in the operating instructions (including mainte-
nance and repair instructions) when maintaining the mobile hydraulic system.
6.1 General
In addition to the notices described already for the hydraulic system of stationary
machines (see section 5.1) further aspects have to be taken into consideration for
mobile hydraulic work equipment. Maintenance work is often conducted outside
workshops, e. g. for self-propelled machines used on construction sites or off roads.
In doing so, tools and aids are often available to a limited extent only.
Different operating pressure levels have to be observed for implementing mainte-

nance work. These start with approximately 60 bar for low pressure hydraulic sys-
tems for farm and harvesting machines and range up to pressures of over 400 bar
for earth-moving machines.
6.1.1 Securing the vehicle

In principle, vehicles should be positioned on firm ground when conducting mainte-
nance work. This especially holds true for maintenance work on vehicles that can tilt
or swivel attachments or superstructures, e. g. booms, hydraulically tiltable cabs,
conveyor belts.
Before starting to work on the hydraulic system, the vehicles have to be secured
against:
• rolling due to uneven ground,
• rolling due to force effect caused by the maintenance work,
• tilting caused by changes to the position of the center of gravity (also when work-
ing with hoisting platforms).
Elevated parts or superstructures of vehicles have to be lowered to the ground, e. g.

loading device, boom, or the required mechanical locks such as locking pins, cylinder
support, and the same have to be used. Furthermore, all required locks have to be put in
place, e. g. articulated steering lock for vehicles with articulated steering (see figure 30).
57
Fig. 30 Installed articulated steering lock
The support areas for possibly extracted supports have to be able to accept the
present forces.
For drive-on platforms the wheels have to be secured by means of stop-blocks.

When positioning the vehicles on column lifts with small centered platform the vehi-
cle has to be lashed to the platform or wired (see figure 35).
Note
Vehicles must not be accessed in lifted condition.
6.1.2 Depressurizing
Before starting any work the following has to be conducted:
• mobile hydraulic systems have to be depressurized,
• vehicle drives have to be switched off,
• hydraulic systems have to be switched off,
• hydraulic accumulators have to be closed on the pressure side and
depressurized.
58
Fig. 31 Oil collection pan
Note:
Caution with residual pressures caused by trapped fluid volumes, e. g. between valves
and cylinders. These have to be depressurized by operating the control lever or the
valve. The depressurization has to be checked, e. g. by means of a pressure gauge.
6.1.3 Collection container

When disassembling hydraulic components, drip pans of suitable shape and size
(see figure 31) have to be positioned below the corresponding parts in order to col-
lect possible leaking quantities of residual oil.
6.1.4 Hose assemblies

Connections and attachments have to be loosened in accordance with the specifica-
tions of the manufacturer (see sections 4.2 and 4.3). If there is the danger of confus-
ing the connections of the lines in the confined space of the vehicle (see figure 32),
these have to be marked before being loosened or removed.
Fig. 32 Hose assemblies on a mobile hydraulic system
59
Fig. 33 Support frame when working on wheel-type loaders
Before replacing hose assemblies the depressurization of the mobile hydraulic

system has to be checked in any case.
Damaged hose assemblies have to be removed wearing protective gloves as project-

ing metal wires from the meshwork pose a risk of injury.
Frequently changed attachments such as adjustment devices of the forks or swive-

ling devices mostly are equipped with quick couplers sealing both connection parts
(attachment and line side) automatically after the line has been interrupted. When
changing over to quick couplers, the specifications of the manufacturer have to be
observed.
6.1.5 Disassembling heavy parts

Substantial forces can be present on the lifting cylinders of the vehicle superstruc-
tures. Before working on cylinders, these forces have to be accepted, e. g. by lower-
ing the attachments or superstructures. If mechanical blocking by means of a bolt
locking mechanism is not provided, the use of support frames is recommended (see
figure 33).
Numerous hydraulic components, e. g. traction drives, main pumps, boom cylin-
ders, are characterized by high dead loads and off-center position of the center of
gravity. Thus, replacing these components has to be conducted with the help of
lifting gear attached to the designed attachment points.
6.1.6 Replacing the hydraulic fluid

Mobile suction devices used to empty the tank are suitable for replacing the hydrau-
lic fluid (see figure 34). Replaced filters can drain with the help of a hopper device.
60
Fig. 34
Aid to dispose of old hydraulic oil
Mobile filling devices with integrated leakage protection/collection pan are particu-
larly suitable for filling the system with new hydraulic oil.
When changing the hydraulic fluid, care must be taken that no contamination enters
the tank or other parts of the hydraulic circuit. To achieve the desired cleanliness
class, also freshly supplied hydraulic fluid must be filtered.
6.1.7 Fire hazards

Hydraulic fluid may ignite at hot surfaces, e. g. exhaust manifold, turbochargers.
Insulating materials have a wicking function when contaminated with hydraulic
fluid, which makes them easily inflammable.
Measures for reducing the fire hazard are:

• removing leaked hydraulic fluid completely (see section 2.2) and wiping parts dry,
• renewing soaked insulation material, e. g. noise protection lining,
• avoiding external ignition sources, e. g. cigarettes,
• covering hot surfaces.
6.1.8 Working while drive is running

Basically, repair work must only be carried out with the drive standing still. If work
can only be conducted with the drive running, e. g. for testing and adjustment work,
hazards have to be taken into account caused by:
• unprotected mechanical drives with rotating parts,
• hot surfaces of parts,
• noise.
The work must only be conducted by trained and experienced maintenance techni-
cians. When conducting these works corresponding technical and personal
61
Working on the mobile hydraulic system
protective measures have to be taken, e. g. safety by means of distance, covers,

hearing protection, and further personal protective equipment, if required.
6.1.9 Re-commissioning
After completion of the maintenance work, including the ready-to-operate filling and
venting of the hydraulic system, the drive and work functions have to be tested indi-
vidually and if possible at low speeds and load-free. This should be carried out ei-
ther behind screenings or from the safe distance.
The following procedure is recommended for testing the functionality of the hydrau-
lic system:
1. checking all valve functions for correct sense of direction and shut-down func-
tion (neutral position),
2. executing larger travels of cylinders or swiveling areas of motors.
While testing the functionality of the hydraulic system, the machine operator has to
ensure that no persons stay in the danger area.
For further notices, see section 5.1.2.
6.1.10 Spare parts

Specifications or approvals of the manufacturer have to be complied with, e. g. re-
garding spare parts for hydraulic systems, hose assemblies, material specifications,
hydraulic fluids, and the like.
Note
The operating instructions (including maintenance and repair instructions),

as well as the spare parts list have to be carried along or kept at hand on site
in order to implement maintenance work on mobile hydraulic systems!
62
6.2 Working on industrial trucks
6.2.1 General
Depending on the type and extent of repair works on mobile hydraulic systems of
industrial trucks, this work is conducted by internal operating departments, mobile
maintenance services, or at service locations of the manufacturers or dealers.
Fig. 35 Lifting forks removed for working on the hydraulic system of a fork-lift truck
In industrial trucks mobile hydraulic systems are used for

• the traction drive,
• the lifting frame with tilting device,
• the adjustment device for fork-lift forks or the pivoting device,
• the power-assisted steering system.
If maintenance work on industrial trucks poses hazards caused by possibly bumping

against the fork-lift forks, e. g. in the area of traffic paths, the forks have to be re-
moved before starting any works. This also applies to the lifting of the industrial
truck using a hoisting platform.
63
Fig. 36 Lashed lifting frame when working on tilting cylinders
6.2.2 Traction drive

If replacing the traction drive hydraulic motor requires the lifting frame to be lifted,
the frame has to be secured against lowering in accordance with the manufacturer’s
specification.
6.2.3 Lifting cylinder

The safe condition of the lifting frame is essential for the operational safety of the
industrial truck. Repairs should only be conducted by especially trained personnel,
e. g. with the manufacturer, or by the customer service. The manufacturer’s specifi-
cations have to be observed during all works on the lifting frame.
Before starting any works on lifting cylinders, the lifting frame has to be lowered, sup-
ported, driven into a frame, or blocked mechanically. Working on telescopable lifting
frames, e. g. in duplex or triplex design, should be left to the customer service.
When installing a new lifting cylinder, it has to be observed that the hydraulic hose
assemblies are inserted properly into the designed guiding/deflection pulleys.
On older industrial trucks with hose rollers at the side of the lifting frame it has to be
observed that the hose assembly is subject to spring force on the roller side. When
loosening the connection, the hose assembly has to be secured against whipping,
e. g. by means of a second person. In doing so, the hazard of being pulled-in or
pinched has to be observed at the hose roller.
6.2.4 Tilting cylinder

Before starting to work on the tilting cylinders, the lifting frame has to be secured
against moving due to its dead load in accordance with the manufacturer’s specifica-
tions. This is done for example by lashing the lifting gear in the rearmost position
using the designed attachment points or on the driver protection roof (see figure 36).
The tilting cylinders have to be filled with hydraulic fluid before being installed (see
section 4.4).
64
Fig. 37 Safety support on an hydraulically elevated vehicle superstructure
6.2.5 Power-assisted steering

As the installation space of the steering axis unit below the industrial trucks is very
narrow, it seems to be advisable to disassemble the complete steering axis unit
when working on the steering hydraulic system. The disassembly has to be carried
out in accordance with the manufacturer’s instructions.
If there are accumulators in the hydraulic circuit of the steering system, these have
to be depressurized before starting any works.
6.3 Working on hydraulically driven vehicle attachments and superstructures and vehi-
cle cranes
6.3.1 General
As vehicle attachments or superstructures are
often characterized by high weights, e. g. der-
rick booms, cranes, swivel towers, and due to
the influence of gusts of winds during mainte-
nance works in open territory, these attach-
ments and superstructures pose a huge hazard
when lifted.
Furthermore, it has to be observed that trapped

pressures could exist due to hydraulically ele-
vated loads. Basically, elevated loads have to
be lowered or supported in a safe manner (see
figures 37 and 38). The system must be depres-
surized and the depressurized condition must
Fig. 38
Boom of a concrete pump lowered to the ground
be checked. Further notes on maintenance work on vehicles can also be found in

section 5.9.3 of the rule „Vehicle maintenance“ (BGR/GUV-R 157).
Attachments, swivel towers, derrick booms, or the like that are not affected by the
repair works, should be moved out of the work area before starting any works.
6.3.2 Vehicle main pumps

Vehicle main pumps are characterized by high masses and can be removed more
easily using lifting gear.
Pumps installed below the vehicle can be positioned on the workshop floor, hand
forklift truck or cavity cover below the vehicle with the help of lifting gear (see figure
39). The cavity cover has to have the corresponding load-carrying capacity.
Fig. 39 Vehicle main pump on a load lifting device
6.3.3 Protecting accumulator and hose assemblies

If there is the danger of mechanical damage to installed accumulators or hydraulic
hose assemblies during the maintenance work, these have to be removed or
screened for the time of the maintenance work.
66
6.3.4 Replacing cylinders

When disassembling hydraulic cylinders, there must be no external forces on the
support points (piston rod and cylinder bottom side). Thus, the booms have to be
supported completely or positioned on the floor.
Hydraulic cylinders may be pressurized – even if the load has been lowered. This
pressure has to be reduced via the corresponding check valves (piloted check valve)
on bottom and rod side or by loosening the fittings carefully before disassembly.
It is reasonable to fill the new cylinders to be installed with hydraulic fluid before-
hand and to vent these (see section 4.4).
6.3.5 Checking the hose assemblies

When conducting annual vehicle checks (according to § 57 of the accident prevention
regulation “Vehicles” [BGV D29]) or when checking the attachments or superstruc-
tures, the hydraulic hose assemblies have to be checked as well (see section 4.3.5).
6.4 Working on earth-moving equipment and other automotive machines
6.4.1 General
The individual parts of the work equipment and the chassis of earth-moving ma-
chines, as well as other automobile machines may be characterized by high dead
loads. Along with present oil pressure, accumulators are used frequently posing a
particular risk potential (see section 4.7).
Earth moving machines frequently are repaired, serviced and maintained in rough
terrain or on construction sites.
Sudden position changes of the machine or its parts, as well as the risk of falling
down when being on higher parts of machines while implementing maintenance
work cause particular hazards (see section 6.4.3).
67
6.4.2 Securing machines and machine parts against movement
Before starting any maintenance work, the machine has to be driven onto level terri-
tory with firm ground and has to be secured against rolling. The work equipment is
to be lowered.
If the maintenance work cannot be carried out on level territory, if work has to be
done on the braking system, or if the machine has to be jacked up on one side, an
additional safeguarding measure by means of stop-blocks is required.
If machines are lifted for maintenance work, the machines have to be supported by
means of bearing frames or with cross stacks consisting of boards or square timbers
before starting any work. Work on lifted machines or devices that are only held by
the hydraulic pressure of the machine or the vehicle are inadmissible.
By lifting a machine with articulated steering on one side or due to a loss of pres-
sure in the hydraulic system, the steering system could be activated suddenly. In
this, the machine may loose its stability and persons standing near the machine
could be wedged. If works have to be implemented in the area of the articulated
steering system or if machines having an articulated steering system have to be
jacked up, the mechanical articulated steering lock (positive locking fixing device)
has to be engaged first.
Fig. 40
Swivel lock on a hy-
draulic excavator in
locked position
68
When working on hydraulic excava-
tors, the superstructure has to be
secured against swiveling before
starting any maintenance work (see
figure 40).
Furthermore, it has to be observed

that hydraulic excavators and load-
ers are equipped with counter-
weights. If heavy parts have to be
disassembled, the machine could
tilt on the basis of the changed
center of gravity.
Work equipment has to be secured

against moving by placing it on the
ground, supporting it, or equivalent
measures before starting any work. If
work has to be conducted below the Fig. 41 Supporting device in place on an
lifted work equipment, the same has earth-moving machine
to be secured against lowering by
means of the designed positive fitting
supporting devices (see figure 41).
If there are no such safeguarding measures, the corresponding part has to be sup-
ported by means of bearing frames having sufficient load-carrying capacity. Stack-
ing construction materials is not suitable to this end as these materials could lose
their stability in case of impulsive stress when mounting the part.
6.4.3 High-level places of work

It has to be possible to reach platforms for maintenance and repair work in a safe
manner. If there is the risk of falling down, appropriate safeguarding equipment has
to be used. Hydraulic components must not be used as climbing aids or attachment
point for safeguarding equipment against falling.
69
Parts of the machine must only be used as place of work or access if the manufactur-
er has designed them to this end and if they are stable and skid-proof.
If mounting work on site is conducted with the help of other work machines or in-
dustrial trucks, these have to be approved for these purposes and have to be
equipped with an admissible device for accommodating persons, e. g. work plat-
form; see information “Work platforms on hydraulic excavators and loaders
“(BGI 872). Works must not be carried out from lifted work equipment, e. g. shovel or
fork/pallet.
6.4.4 Depressurizing
Before starting to work, the pressure in the hydraulic system has to be reduced. This
has to be implemented in accordance with the manufacturer’s specifications.
Normally, accumulators are used in the steering, braking or hydraulic pilot control
systems of machines, as well as in the work hydraulic circuits of loaders/loading
machines as vibration dampening system. These have to be depressurized on the
fluid side before starting any work.
Note:
If the accumulator of the hydraulic pilot control system has been depressurized al-
ready, the work equipment may only be lowered by means of a manual emergency
lowering device by hand, e. g. via load holding valve on the boom of an hydraulic
excavator.
Note
Before re-commissioning, load holding valves have to be re-adjusted in

accordance with the manufacturer’s specifications!
The hydraulic tank on work machines can be under overpressure due to operating
conditions. Before starting any work on the hydraulic system the tank has to be
depressurized.
70
Fig. 42 Shipboard crane on a pusher vessel
6.4.5 Disassembling parts

It may be required to use lifting gear in order to carry out mounting work on hydrau-
lic components. On construction sites this work is often are conducted with the help
of other earth-moving machines. It has to be observed that the manufacturers de-
signed and equipped these machines for lifting gear operation. The notices in the
operating instructions have to be observed.
During the mounting work, chain hoists may be of help allowing for positioning the
parts precisely.
Hydraulic cylinders have to be lifted by means of suitable lifting accessories, e. g.

attached with lifting straps or round slings in two-stringed design. Extending of the
piston rod during the lifting procedure can be prevented by closing the connections
using blind plugs after having disconnected the lines.
6.5 Working on water vehicles
6.5.1 General
Diverse hydraulic equipment is operated on water vehicles. In this, the differentia-
tion is made between hydraulic systems required for traction drive of a vessel, e. g.
• rudder system,
• wheel house lift,
• maneuvering aids such as bow thrusters, articulation devices or the like,
as well as
• winches
71
and the machines installed on vessels and swimming devices (pontoon) for the
most different applications, e. g.
• dredgers,
• rams,
• cranes (see figure 42),
• pump drives especially on tank vessels,
• mobile hydraulic systems, as well as ramps, flaps, and bulkhead closing devices.
Due to the high forces required for the driving operation parts and superstructures
to be moved on the vessels, the hydraulic equipment often is characterized by high
dead loads. However, further particularities as described in sections 6.5.2 to 6.5.5
have to be observed additionally.
6.5.2 Position change of the vessel

Floating vessels never stop moving. Due to pull and wave effects of passing vessels,
wind and swell (even in coastal waters), even vessels positioned in ports are subject
to slight lateral tilting movements by several angular degrees. Loading and unload-
ing freight vessels result in a constantly changing floating position around the longi-
tudinal and transverse axes.
The vessel movements can lead to unintended movements of unsecured vessel and
machine parts. Thus, anticipatory planning of maintenance works on vessels is
required.
Note
All works have to be coordinated with the steerman.
6.5.3 Unsecured hydraulic drives on vessels

For hydraulic systems of the driving operation, e. g. rudder systems, high require-
ments are posed regarding the availability and the operational safety of the sys-
tems. Within the sphere of action of these systems of the driving operation, safe-
guarding measures resulting in the rudder system being deactivated automatically
are inadmissible from the point of view of traffic law (see figure 43). Technical pro-
tective measures such as guards cannot be implemented in all positions. This poses
72
Fig. 43 Risks of pinching on a rudder system
the risk of accessing work and traffic areas, in which hydraulic parts are installed in
an unprotected manner and stripping protections and pipe and hose rupture protec-
tions are frequently missing. Due to the confined installation situation and possible
stumble positions, there is a high risk of pinching and thus direct danger to life due
to moving system parts.
6.5.4 Limited installation conditions

On the basis of the narrow installation situation in the hull and the metallic parts,
interior walls, bulkheads, and doors on all sides most of the maintenance work is
“work in confined spaces”, which is subject to special requirements regarding the
electric equipment, see information “Working in confined spaces” (BGI 534).
6.5.5 Redundancy of important drive operation systems

On the basis of vessel safety provisions, rudder systems are designed redundantly,
i.e. in double design, in order to provide for high reliability and availability. This is to
maintain the maneuverability even if the system has failed.
In doing so, different principles are applied:

• wo parallel identical systems supplied by different energy sources with automatic
switch-over,
• separately engaged emergency systems with limited continuous operation of the
rudder system (emergency manual rudder, electric auxiliary pump),
• accumulators allowing for a limited number of rudder movements.
Work on these systems must only be carried out after consultation with the steer-
man! Before starting any work on the hydraulic system, all relevant energy sources
have to be turned off (see section 1.5). Even manual hydraulic rudder systems on
small vessels and emergency manual pumps have to be secured against being used
before starting any maintenance work.
73
7 Required tests
7.1 General
Work equipment (machines) has to be checked for a multitude of reasons. The regu-
lations for the test are based on the Ordinance on Industrial Safety and Health.
In order to ensure proper installation and safe functionality of the work equipment,
this has to be checked before initial commissioning and after every installation at a
new location. The test has to be arranged by the operator of the work equipment
(see also section 7.2).
Furthermore, work equipment is subject to damaging influences or wear and tear. In

order to detect and remedy damages in a timely manner and to allow for safe opera-
tion, the work equipment has to be checked at regular intervals. These tests have to
be arranged by the operator as well (see also section 7.3).
7.2 Checking for proper installation and safe function
When checking “for proper installation and safe function”, criteria are assessed that
relate to the installation or which can only be assessed on the completely installed
machine.
Some of these test criteria can already be assessed during a “visual inspection” in
deactivated state, others require “functional testing” with activated energy supply.
An overview over the recommended scope of a “visual inspection” (in connection

with the hydraulic equipment) can be found in Annex 1 letter C.
An overview of the recommended scope of testing for a “functional test” (in connec-
tion with the hydraulic equipment) can be found in Annex 1 letter D.
7.3 Checking for safe provision and use
Testing for safe provision and use assesses criteria which are subject to damaging
influences. However, this test has to be conducted after accidents, modifications
74
Required tests
(conversions) to the machine, longer terms of non-use, as well as after repair meas-
ures as a result of damage (collision, act of God).
A detailed overview over the recommended scope of testing for “safe provision and
use” (in connection with the hydraulic equipment) can be found in Annex E.
7.4 Legal bases for the tests
The legal provisions for testing work equipment, (machines, systems and the like)
can be found in the Ordinance on Industrial Safety and Health.
The operator of the work equipment himself has to specify test lists, as well as type
and scope of the tests for his individual application conditions within the framework
of a risk assessment and has to implement the tests accordingly. Legal provisions
and recommendations of the manufacturer have to be observed.
Explanations in this context are contained in the technical rule on operational safety
TRBS 1201 “Prüfungen von Arbeitsmitteln und überwachungsbedürftigen Anlagen“
(Testing of work equipment and systems requiring monitoring). The test provisions
of previous BG accident prevention provisions and safety rules still can be used to
support the specification of the scope of testing and test intervals.
The tests must only be implemented by authorized persons instructed by the em-
ployer. An authorized person in the meaning of the Ordinance on Industrial Safety
and Health is a person who, on the basis of the vocational training, the professional
experience, and the contemporary professional activity, has the expertise for testing
work equipment, see technical rules for operational safety TRBS 1203 “Befähigte
Person” (Authorized person)“.
The rest results have to be documented and maintained in accordance with

TRBS 1201.
75
8 First Aid
The first aid measures at the accident site are often decisive for the following course
of the healing procedure of an injury or even for saving the employee. In accordance
with the accident prevention regulation „Basic principles of prevention” (BGV A1),
the required number of trained first aiders has to be present in any case. The train-
ing is conducted by authorities approved by the institutions for statutory accident
insurance and prevention. Furthermore, the employees have to be trained regarding
the behavior in case of accidents at least once a year.
In order to provide first aid as quickly and immediately as possible, the “reporting
chain” has to be specified in a clear manner.
• Who calls for help?
• Where can help be called from (location telephone, reporting authority)?
• Which help is called (first aider, corporate reporting authority, public rescue
service)?
This is particularly problematic and thus important for maintenance works situated
at a larger distance to other work places.
In case of an accident, an emergency call to the corporate emergency authority or

the rescue coordination center (for accidents in Germany -> call 112) has to be imple-
mented as follows:
• Where did it happen?

• What happened?
• How many injured/victims?
• Which type of injuries/illnesses?
• Wait for queries!
Working alone should be avoided in any case.
In areas where implementing first aid measures is not possible or only to a limited
extent, provisions for rescuing possibly injured have to be ensured.
Places equipped with first aid kits or flushing devices have to be known and
marked.
76
First Aid
The hazards occurred especially when handling hydraulic fluids, as well as the cor-
responding first aid measures are:
Hazard Measure
Subcutaneous intrusion (injection) of Consult doctor immediately; very im-

hydraulic fluids under high pressure portant: inform doctor about course of
accident (oil injection), otherwise small
wounds could be overlooked or treated
improperly!
Hydraulic fluid in the eyes Flush eyes at least 15 minutes with mild
water (eye flushing device or clean
water), contact doctor.
Swallowed hydraulic fluids Do not provoke vomiting,

consult doctor immediately.
Burns due to hot hydraulic fluid Cover wound in sterile manner (i.e. with
aseptic, non-adhesive dressing or ma-
terial for burns); minor burns (hand
and/or forearm can be cooled before
with mild water at least for 10 minutes;
contact doctor.
Table: Measures in case of accidents with hydraulic fluids
The rescue service/emergency doctor has to be informed immediately on the type of

hydraulic fluid.
The current safety data sheet or the operating instructions have to be held ready.
77
78
Annex 1
A Troubleshooting
In hydraulic systems, a multitude of different errors can occur. The first step is to describe the error more precisely.
(Trouble-shooting tree by using “General operating instructions 0/1” according to Bosch, version 1.0)
Error
1. Excessive noises 3. J erky cylinder or 5. Expressive 7. C

oasting cylinder 9. Starting and
motor movements operating stopping frequency
(variations in temperature of pump too high
pressure or flow)
2. Insufficient forces 4. Output not running 6. Foaming of 8. Line impacts when

and torques at the or running too slow hydraulic fluid shifting
drivers (insufficient (no or too low
pressure) delivery flow)
When the nature of the fault has been determined, the individual components are subject to a closer examination.
1. Excessive noise
Mech. drive part Pump Return line Flow control valve Hydraulic fluid
1. Coupling aligned 1. Excessive pump speed 1. Pipe mounting 1. Valve vibrates 1. Suction difficul-
improperly 2. Pump max. pressure missing or loose and excites ties as
2. Coupling loose exceeded 2. Improper routing other controllers a. Fluid level too
3. Coupling defective 3. Boost pump defective 3. Cross-sections to vibrate low
4. Attachment of motor 4. Shaft seal or seals on too small 2. Flow noises b. Viscosity too
or pump loose suction side defective 4. System vented 3. Vibrating con- high (tempera-
5. Other transmission 5. Pump defective incompletely troller system ture too low)
(v-belt, tooth belt) 6. Pressure and return line 5. Return line ends 2. Fluid contami-
defective connected inverted above fluid level nated and thus
6. Pump or motor 7. Vibrating controller 6. Return flow filter devices dam-
defective system clogged aged and
7. Wrong direction of 8. No noise-otimized clogged
rotation design (shock mount) 3. Fluid foamed
8. No noise-optimized
design (shock
mount)
Suction conditions Pressure line Pressure valves Control valves Drive (motor,
cyl.)
Resistance in suction line too high 1. Pipe attachment 1. Valve flutters due 1. Valve flutters as solenoid 1. Contact
as missing or loose to contaminated/ defective or voltage too low surface
1. Valve in suction line not or only 2. Improper routing worn valve seat 2. Valve faulty due to wear and wear
partially open 3. Cross-sections 2. Insufficient tear or dirt 2. Vibrating
2. Suction filter clogged or too too small dampening 3. Flow too high controller
small 4. System vented (unsuitable type) 4. Variations in pilot pressure system
3. Suction line clogged or leaky incompletely 3. Flow noises 5. Setting not made for valves
4. Suction line too small or too when responding with settable dampening
many bends 4. Characteristic 6. Check electric control system
5. Fluid level too low curve infavorable
5. Wrong rating
79
80
2. Insufficient forces and moments on the outputs (insufficient pressure)
Mech. drive part Pump Return line Flow control valves Hydraulic fluid Others
1. Power transmis- 1. Internal leakage 1. Line resistance 1. Pressure losses 1. Viscosity too low 1. Error in open or
sion faulty due to wear and too high too high and thus leakage closed control
2. v-belt or toothed tear 2. Filter clogged 2. Wrong setting too high loop in the case
belt slipping 2. Unsuitable type 3. Valve defective 2. Viscosity too of pressure
3. Wrong direction 3. Pump defective 4. Unsuitable type high: flow resist- controls
of rotation 4. Reduction pres- ances too high 2. Indicator instru-
4. Motor faulty sure set too low 3. Fluid foamed ment faulty
5. Key on pump or or controller
motor sheared faulty
Suction conditions Pressure line Pressure valves Control valves Drive

(motor, cyl.)
Resistance in suction 1. Leakages 1. Operating pres- 1. Wrong spool
line too high as 2. Line resistance sure set too low position (e. g. 1. Internal leakage
1. Valve in suction too high 2. Internal leakage pressurelss (e. g. worn cylin-
line not or only 3. Pressure filter due to wear and circulation does der sleeve)
partially open clogged tear not switch off) 2. Running surface
2. Suction filter 3. Valve seat con- 2. Solenoid faulty wear and tear
clogged or too taminated or 3. Internal leakage 3. Internal friction
small damaged due to wear and too high
3. Suction line 4. Spring broken tear (inefficient)
clogged or leaky 5. Unsuitable type 4. Flow resistance
4. Suction line too (Setting range too high
small or too too low) 5. Spool stuck
many bends
5. Fluid level too
low
3. Jerky cylinder and motor movements (variations in pressure and flow)
Mech. drive part Pump Return line Flow-control valve Hydraulic fluid Others
1. Improperly 1. For control 1. Leakages 1. Valve 1. Hydraulic fluid 1. Insufficient load

adjusted clutch pumps, control- 2. Line resistance contaminated contaminated counterbalance
2. Coupling loose ler faulty too high 2. Wrong direction 2. Hydraulic fluid at the rear of the
3. Coupling 2. Pump defective 3. Pressure filter of rotation foamed output (e. g. load
defective 3. System-related clogged lowering valve,
4. Mounting of repercussions to differential
pump or motor pump controllers pressure
loose (DMV, SRV) regulator)
5. Other transmis- 4. Pilot control
sion (v-belt, valves
toothed belt) unsuitable
defective
6. Pump or motor
defective
7. Wrong direction
of rotation
Suction conditions Pressure line Pressure valves Control valves Drive (motor, cyl.)
Resistance in suction line too 1. System vented 1. Valve flutters due 1. Valve flutters as solenoid 1. Stick slip effect as
high as incompletely to contaminated/ faulty or voltage too low friction of cylinder
1. Valve in suction line not worn valve seat 2. Valve faulty due to wear and sleeves too high
or only partially open 2. Insufficient tear or dirt 2. Fallen below the limit
2. Suction filter clogged or dampening 3. Flow too high speed of hydraulic
too small (unsuitable type) 4. Variations in pilot pressure motor
3. Suction line clogged or 3. Undampened 5. Setting not made for valves
leaky pilot line too with settable dampening
4. Suction line too small or long 6. Check electric control
too many bends 4. Unsuitable system
5. Fluid level too low control valve
81
82
4. Output not running or running too slow (no or insufficient flow)
Mech. drive part Pump Return line Flow control valves Hydraulic fluid Others
1. Coupling aligned 1. Internal leakages 1. Line resistance 1. Flow set too low 1. Viscosity too low 1. Start precondi-
improperly due to wear and too high 2. Unsuitable type and thus leakage tions not given
2. Coupling loose tear 2. Filter clogged (setting range too high (controller)
3. Coupling 2. Pump defective too low) 2. Viscosity too faulty. Electric
defective 3. Supply and 3. Valve clogged or high: flow resist- cotnrol line
4. Mounting of return line contaminated ances too high (plug-and-socket
motor or pump connected 3. Fluid foamed connection)
loose inverted interrupted.
5. Other transmis- Signal parts (e. g.
sion (v-belt, pressure switch
tooth belt) set improperly or
defective faulty: limit
6. Pump or motor switch not
defective approached)
7. Wrong direction
of rotation
Suction conditions Pressure line Pressure valves Control valves Drive (motor, cyl.)
Resistance in suction line too 1. Leakages 1. Operating pressure set 1. Wrong spool position 1. Internal leakage (e. g.
high as 2. Line resist- too low (e. g. pressureless circula- worn cylinder sleeve)
1. Valve in suction line not or ance too high 2. Internal leak due to tion does not switch off) 2. Running surface wear
only partially open 3. Pressure filter wear and tear 2. Solenoid faulty and tear
2. Suction filter clogged or too clogged 3. Valve seat contaminat- 3. Internal leakage due to 3. Internal friction too
small ed or damaged wear and tear high (inefficient)
3. Suction line clogged or leaky 4. Spring broken 4. Flow resistance too high 4. Output blocked (e. g.
4. Suction line too small or too 5. Unsuitable type (Set- 5. Spool stuck piston seizure)
many bends ting range too low) for 6. Manual valves not in open
5. Fluid level too low follow-up control position
6. Sequence valve set too
high or faulty
5. Excessive operating temperature
Pump Return line Flow control Pressure fluid Others

valves
1. Losses of 1. Line 1. Flow set too 1. Viscosity too 1. Cooling power of the power unit (the system)
efficiency due cross-sections low (pump low and thus dimensioned too low in relation to installed
to wear too low and delivers too leakage too output or duty cycle
2. Faulty control- thus frictional much via high 2. Missing pressureless circulation for too long
ler on control resistances pressure relief 2. Viscosity too work breaks (and running pump)
pumps 2. Pressure valve) high: flow 3. Amount of hydraulic fluid in system too low
3. Speed or flow filters clogged 2. Valve resistances 4. Cooling water valve does not switch
too high defective too high 5. Thermostat set too high
3. Fluid foamed 6. No cooling water or fan failure
7. Cooling water temperature too high
8. Ambient temperature too high
9. Deposits in the cooler
10. Insufficient heat dissipation due to
encapsulation
Pressure line Pressure valves Control valves Drive (motor, cyl.)
1. Line cross-sections 1. Permanent flow too 1. Leakage losses too high 1. Losses of efficiency
too small and thus high 2. Pressureless circulation due to wear
frictional 2. Unsuitable valve type does not switch on 2. Internal friction too
resistances (cross-section too 3. Spool stuck high (inefficient)
2. Pressure filters small) 3. Internal leakage
clogged losses
83
84
6. Foaming hydraulic fluid
Suction conditions Pump Return line Hydraulic fluid
1. Suction line leaky 1. Shaft seals or seals on suction 1. Return ends above fluid level 1. Unsuitable make
2. Fluid level too low side faulty 2. Swirl effect due to improper
3. Wrong resrevoir design 2. Leakage oil line not below oil routing
level
7. Coasting cylinder
Pressure line Control valves Drive (motor cyl.) Hydraulic fluid
1. Hose lines too elastic 1. Switching adjustment too slow 1. Internal leakage quantities 1. Pilot operated check valve
2. Lines not vented 2. Solenoid faulty, leakage 2. Insufficient venting does not close immediately as
quantities a. Seat contaminated or faulty
3. Valve contaminated b. Switching error
2. Limit switch passed
8. Line shocks when switching
Pressure line Pressure valves Hydraulic fluid Others
1. Pipe mounting missing or 1. Switching too quick 1. Hydraulic fluid foamed 1. For accumulators: missing
loose 2. Throttles or orifices damaged throttles upstream of switch-
2. Improper routing ing valves
3. Cross-sections too small
4. System vented incompletely
5. Storage volume of line system
too high
Return line Control valves Drive (motor, cyl.)
1. Lines loose 1. Switching time setting too fast 1. Masses and forces too high
2. Unsuitable type (opening 2. No dampening
cross-section changed too
fast)
9. Starting and stopping frequency of pump too high
Pump Pressure valves Others
1. Pump defective 1. Starting or stopping valve set improp- For systems with accumulators: gas
2. For accumulators: pump too small erly or faulty charging pressure too low. Bladder
(membrane) defective: Pressure
switch set improperly
85
Annex 1
B Notices on maintenance
(on the basis of the “General operating instructions 0/1”
according to BOSCH, version 1.0, pages 63ff.)
The safety notices listed in the following have to be observed at all times and carefully.
• Conduct all maintenance works in due time, properly, and completely.
• All employees have to be informed before starting any maintenance works.
• The maintenance area has to be secured in a wide-ranging manner before starting any
works.
• Corresponding signs have to inform about maintenance works.
• Signposts have to be attached to the control cabinet, the circuit breaker, actuators, and
access in particular.
• If the hydraulic assembly has to be switched off, it has to be secured against unintended
re-closing by the following measures:
• All drives have to be switched off and the hydraulic system has to be disconnected from
the mains using the circuit breaker.
• The pressure of the hydraulic assembly or component has to be reduced.
• Possibly existing accumulators have to be depressurized.
• The circuit breaker has to be secured against unscheduled re-closing.
Prior to every manual intervention on the hydraulic component:
All required details on depressurization and on the hydraulic components that are not de-
pressurized automatically can be found in the corresponding operating instructions.
• Cylinders have to be moved to the safe stop position.
• All loads have to be lowered.
• All pumps have to be turned off.
• All vertical cylinders have to be supported mechanically against lowering. Maintenance
works on lifted units must not be conducted without securing the units externally.
• Existing accumulators have to be depressurized properly.
• The pressure supply has to be switched off and the hydraulic assembly has to be secured
against unscheduled re-closing.
• It has to be ensured that only authorized personnel stays in the work area.
• The required personal protection equipment has to be used.
• The sections of the system and pressure lines to be opened have to cool down before start-
ing any maintenance works.
• Pressurized segments have to be opened slowly.
86
• Due to check valves in the pressure lines above the pumps, the hydraulic system may still
be under pressure after disconnecting it from the proper pressure supply. Some segments,
e. g. servo cylinders, still remain pressurized due to the locked position of the proportional
valves (the hydraulic scheme contains all valves in basic position).
• Only new and tested components and spare parts identical in construction and lubricants
in OEM quality are admissible for replacement/use. Installing used and untested compo-
nents is strictly forbidden due to safety reasons.
• During maintenance works which possibly require the removal of certain safeguarding
equipment, machine movements must only be carried out with the utmost care. The safe-
guarding equipment has to be re-installed and tested for functionality before every com-
missioning procedure.
• Welding, burning, or grinding works on the hydraulic aggregate or its superstructures must
only be conducted upon approval of the local safety official and using appropriate protec-
tive covers against contaminations.
• When conducting installation works above body height of the operator, dedicated climbing
aids and work platforms have to be used. System parts must not be used as climbing aid.
• Tools and devices required for the maintenance works have to be removed from the ma-
chine/system.
• Leakages have to be remedied immediately at all times.
• The personnel have to be informed about restarting the machine/system beforehand at all
times.
87
Annex 1
C Scope of visual inspection
(before initial and re-commissioning)
The following scope of testing is recommended: complied
with?
• Does the hydraulic control system, including all connections of the individual parts,
correspond to the hydraulic scheme and the system description?
• Do the data given on the nameplate and in the operating instructions correspond to
the data of the energies provided?
• Are there main control units for all energies supplied?
• Are there devices for reducing the energy (depressurization units)?
• Have all measurement, venting, and bleeding points, as well as all parts been marked
in accordance with the hydraulic circuit diagram?
• Have the hydraulic valves used as “device for rescuing persons” been marked in
accordance with the operating instructions?
• Are monitoring devices for all safety-relevant system parameters (e. g. pressure, flow,
temperature, oil level) installed and visible?
• Have all actuators been marked practicably and can they be operated quickly, safely,
and clearly (especially for manually controlled systems)?
• Have the setting values on all adjustable hydraulic parts (e. g. pressure relief valves,
throttle valves, pressure switches) been marked in accordance with the hydraulic
circuit diagram?
• Do all warning signs (especially for hydraulic accumulators and energy saved other-
wise) exist?
• Have all pipelines been selected and installed in accordance with the hydraulic circuit
diagram and parts list and installed according to section 4.2?
• Have all hose assemblies been selected, marked and installed in accordance with the
hydraulic circuit diagram and parts list and installed according to section 4.3.4?
• Have hose assemblies not been used in line areas with higher requirements (e. g.
keeping a load elevated)?
• Are hose assemblies, if required, equipped with an efficient protection against lash-
ing and/or leakages of hydraulic fluids?
• Have all safety devices been installed and do they comply with the system
description?
• Are planned emergency stop devices available?
• Have the hydraulic accumulators used been subjected to an equipment and installa-
tion test (and further pressure equipment if required).
88
Annex 1
D Scope of testing of functional test

with?
• Have the setting values of all settable hydraulic parts been set in accordance with the
labeling and have the settings been saved?
• Does the hydraulic control system comply with the intended function and does this
function correspond to the system description?
• Do all safety circuits work in accordance with the system description?
• Do all emergency stop devices work and do they work in accordance with the system
description?
• Is re-closing only possible after safety conditions are fulfilled?
• Does the operation of the emergency stop devices not result in additional hazards and
does their deactivation not result in automatic start?
• Are there no hazards due to interaction with linked systems (locks)?
• Do the control devices for starting and shutting down work in accordance with the
system description?
• Are all monitoring devices of the safety-relevant system parameters functional?
• Are the devices for reducing still existing energy efficient and can they be used without
any risks after disconnection from the energy supply?
• Do switching the energy supply on and off, energy reductions, as well as failure and
return of the energy not lead to hazards?
• Does using the system as intended not result in extraordinarily high pressure surges
or pressure boosts?
• For testing any part of the hydraulic system with the maximum operating pressure that
can be achieved under all intended applications:
–– Have no measurable leakages occurred?
–– Did all hydraulic parts withstand the pressure?
• Does the system temperature not exceed the thresholds specified in the system
description?
• Does all user information relevant for operating the hydraulic system in a safe manner
exist (e. g. hydraulic circuit diagram, parts list, system description, drawings, operat-
ing/maintenance instructions, documents on hydraulic accumulators, safety data
sheets on the hydraulic fluids used, etc.)?
89
Annex 1
E Scope of testing of safe provision and use

with?
• Do the operating and ambient conditions of the machine still comply with the intend-
ed use?
For this, the following has to be observed for example:
–– product type, cycle times, number of units
–– pressures, flows, and temperatures in the hydraulic system
–– hydraulic fluid(s) used
–– velocities/stopping times of the dangerous movements
–– moved/elevated masses
–– type of feeding and removal
–– installation location
–– external influences (e. g. vibrations, moisture, contaminations, mechanical influ-
ences, ambient temperature, etc.)
–– position of the transport paths and type of means of transportation
–– space and access for operation and maintenance
–– arrangement and attachment of accessories
–– interaction with other machines
• Is the user information of the manufacturer still complete and existing?
• Are all safeguarding devices mentioned in the user information still existing and
installed?
• Do all safety devices work in accordance with the system description, e. g.
–– safety distances (especially after changing the application conditions),
–– secondary protective measures (especially after changing the application and
ambient conditions)?
• Are the provided emergency stop devices existing and efficient and does the effect
correspond to the system description?
• Is restarting only possible after restoring the safe condition?
• Does the operation of the emergency stop devices not result in additional hazards and
does their deactivation not result in automatic start?
• Are there no hazards due to interaction with linked systems (locks)?
• Do the control devices for starting and shutting down work in accordance with the
system description?
• Have the setting values of all settable hydraulic parts (e. g. pressure relief valves,
throttle valves, pressure switches) been set in accordance with the specifications and
have the settings been saved?
90
(Continued)

with?
• Are all monitoring devices of the safety-relevant system parameters functional (e. g.
pressure, flow, temperature, oil level)?
• Are all signposts and warning signs, as well as labels on parts, lines, measurement
points, connection openings, depressurization devices, or the like still existing and
can these be read?
• Do all depressurization and shut-off devices, including their devices against unau-
thorized re-closing, work as intended?
• Do the hose assemblies used show none of the deficiencies mentioned in section
4.3.5? In case of detected deficiencies section 4.3.6 has to be followed
• Are the protective measures against lashing and/or leakages of hydraulic fluids on the
relevant hose assemblies still existing or are they installed?
• Have the periods for recurring tests on the pressure devices used (hydraulic accumu-
lators) been adhered to? If required, these have to be conducted or arranged by the
operator.
• Have the maintenance intervals been adhered to and has the lifetime of wearing parts
been considered as recommended by the manufacturer?
• Have the recommended replacement intervals for the hydraulic fluid, as well as the
measures for maintaining the purity class been observed?
• In case of modifications to the machine and in the hydraulic system (control system
and equipment), as well as after more complex maintenance works, especially if pipes
had to be re-routed, the test extent has to be expanded reasonably as for new systems
in accordance with section 7.2, e. g.:
–– design and function of the hydraulic control system
–– pressure surge, pressure boosts
–– pressure test
–– maximum system temperature and noise level
–– energy supply (switching on and off, reduction, failure and return)
–– selection and installation of additional and newly installed pipelines and hose
assemblies
• Have all changes been identified and have these been incorporated into the docu-
mentation of the machine?
91
Annex 1
F Involvement of staff members
From the German accident prevention regulation „Basic principles of prevention” (BGV A1)
General support obligations and behavior
§15 (1) In accordance with their possibilities, as well as according to the instructions and
orders of the entrepreneur the insured are obliged to provide for their safety and health at
work, as well as for the safety and health of those affected by their actions or omissions. The
insured have to support the measures for preventing occupational accidents, occupational
diseases, and work-related health risks, as well as for an efficient first aid. Insured have to
follow the corresponding instructions of the entrepreneur. The insured must not follow orders
that are obviously directed against safety and health.
(2) Insured must not induce a condition by consuming alcohol, drugs, or other intoxicating
agents due to which they could endanger themselves and others.
(3) Section (2) is also applicable to taking medicaments.
Special support obligations
§16 (1) The insured have to report any identified direct substantial hazards for safety and
health, as well as any defects regarding the safeguarding measures and protection systems
immediately to the entrepreneur or the responsible supervisor. Without prejudice to this
obligation the insured should also report identified hazards for safety and health and defi-
ciencies regarding safeguarding measures and protection system to the specialist for occu-
pational safety, the company doctor, or the safety official.
(2) If an insured notices that regarding the prevention of occupational accidents, occupation-
al diseases, or work-related health hazards
• work equipment or other devices show deficiencies,

• substances are not packaged, marked, or composed properly or
• a work procedure is deficient,
he has to remedy the deficiencies immediately as far as this is part of his job and if he is
authorized to do so. Otherwise, he has to report the deficiency to the superior immediately.
92
Using facilities, work equipment and substances
§17 Insured have to use facilities, work equipment, and substances, as well as safeguard-
ing measures as intended and within the framework of the jobs assigned to them.
Access and remaining prohibitions
§18 Insured must only remain at dangerous spots within the framework of the jobs as-
signed to them.
93
Annex 2
Provisions, Rules and References
In the following, the provisions and rules are compiled that have to be observed particularly
for maintenance work on hydraulic systems.
1. Laws, provisions and technical rules*
Reference:
Book trade and Internet: e. g. www.gesetze-im-internet.de
• German Occupational Safety Law (ArbSchG),

• German Ordinance on Occupational Safety and Health (BetrSichV),
• German Hazardous Substances Ordinance (GefStoffV),
• German Noise and Vibration Work Safety Regulation (Lärm-Vibrations-ArbSchV),
• German Product Safety Act (ProdSG),
• TRBS 1112 Technical rule for operating safety „Maintenance“,
• TRBS 1201 Technical rule for operating safety „Tests of work equipment and
systems requiring monitoring“,
• TRBS 1203 Technical rule for operating safety „Authorized persons“,
• TRGS 150 „Skin resorbing hazardous substances“,
• TRGS 555 „Operating instructions and Instructions according to § 20 GefStoffV“.
2. BG provisions, rules, and information for safety and health at work*
Reference:
Your relevant accident insurer
or at www.dguv.de/publikationen
Accident prevention regulations

• DGUV Vorschrift 1 „Basic principles of prevention“,
• DGUV Vorschrift 3 and 4 „Electric systems and utilities“ (former BGV/GUV-V A3),
• DGUV Vorschrift 52 and 53 „Cranes“ (former BGV/GUV-V D6),
• DGUV Vorschrift 54 and 55 „Winches, lifting and pulling units“
(former BGV/GUV-V D8),
• DGUV Vorschrift 68 and 69 „Industrial trucks“ (former BGV/GUV-V D27),
• DGUV Vorschrift 70 and 71 „Vehicles“ (former BGV/GUV-V D29).
94
Rules
• DGUV Regel 113-004 „Containers, silos, and confined spaces“
(former BGR/GUV-R 117),
• DGUV Regel 101-003 „Handling moving road construction machines“
(former BGR 118),
• DGUV Regel 113-007 „Handling hydraulic fluids“ (former BGR 137),
• DGUV Regel 114-007 „Aircraft maintenance“ (former BGR 142),
• DGUV Regel 109-008 and 109-009 „Vehicle maintenance“
• DGUV Regel 101-005 „Hoistable person-accommodating devices“
• DGUV Regel 112-189 and 112-989 „Use of protective clothing“
• DGUV Regel 112-198 „Use of personal protection equipment against falling down“
• DGUV Regel 113-015 „Hydraulic hose assemblies“ (former BGR 237),
• DGUV Regel 100-500 and 501 „Operating work equipment“
(former BGR/GUV-R 500).
Information
• DGUV Information 213-001 „Working in confined spaces“ (former BGI 534),
• DGUV Information 209-015 „Maintenance technicians“ (former BGI 577),
• DGUV Information 201-029 „Handling instructions for selecting and operating
work platforms on hydraulic excavators and loaders“ (former BGI 872),
• DGUV Information 212-017 „General preventive guidelines for skin protection“
(former BGI/GUV-I 8620).
3. Standards
Reference:
Beuth-Verlag GmbH, Burggrafenstraße 6, 10787 Berlin, Germany
• DIN EN ISO 4413 Hydraulic fluid power - General rules and safety requirements
for systems and their components.
95
4. Other specifications*
Reference:
Fachbereich Holz und Metall, Postfach 3780, 55027 Mainz, Germany
• Fachausschuss-Informationsblatt 015 „Prüfen und Auswechseln von Hydraulik-
Schlauchleitungen“, version 04/2010
Reference:
Bosch Rexroth AG, Postfach 300240, 70442 Stuttgart, Germany
• General operating instructions 0/1 by Bosch, edition 1.0.
5. References*
Reference:
Fachbereich Holz und Metall, Postfach 3780, 55027 Mainz, Germany
• Fachausschuss-Informationsblatt 046 „Hydropneumatische Druckspeicher“,
version 11/2014.
* Only available in German.
Photographs and graphics in this information by courtesy of the members of the

committee of experts „Hydraulics and pneumatics“ of the accident insurers, expert
committee woodworking and metalworking (FBHM), specialist area of effects upon
health and media (SG MAF), specialist field of hydraulics and pneumatics,
Isaac-Fulda-Allee 18, 55124 Mainz, Germany.
For queries:
Questions with regard to BGI/GUV-I 5100 and BGI/GUV-I 5100 E can be addressed
to the specialist: Reinfried Stollewerk, Tel. ++ 49 (0) 221 56787-15077,
[email protected].
96
Deutsche Gesetzliche
Unfallversicherung e.V. (DGUV)
Glinkastraße 40
10117 Berlin
Tel.: 030 288763800
Fax: 030 288763808
E-Mail: [email protected]
Internet: www.dguv.de

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209-071

DGUV Information 209-071

This English translation was provided by the courtesy of Bosch Rexroth AG –

March 2015 issue

DGUV Information 209-071 E

Safe maintenance of hydraulic systems

DGUV Information 209-071 E March 2015

Disclaimer and Legal notice.................. 5 5.2 Working on machine tools....... 54

The German Statutory Accident Insurance “Deutsche Gesetzliche Unfallversicherung” (DGUV)

The committee of experts FBHM is composed of representatives of the German institutions

At the beginning, hydraulic control elements were exclusively operated manually.

As maintenance procedures on machines often require the intervention in areas that

This information mentions descriptions of hazards and measures for preventing

Remodeling machines and systems can constitute a substantial modification in the

Remodeling a machine may require a new assessment of conformity.

1.2 Qualification of maintenance technicians

Furthermore, the maintenance technician has to be instructed regarding the possi-

For planning and implementing maintenance works, it is required to understand at

The application of the methods of systematic troubleshooting has to be known.

If the knowledge mentioned above is insufficient, system-specific information have

1.3 Hazards when working on hydraulic systems

For recurring, identical maintenance work (e. g. replacement of hose assemblies,

Working on hydraulic systems can lead to the following hazards:

Uncontrolled leakage of the hydraulic fluid

Inadmissibly high forces can occur due to

Accidental machine movements can be triggered by

Residual energy in a system can be present if

Parts failure can result from e. g.

Risk of burning on hot surfaces and hot hydraulic fluid:

Parts coming off or bursting can be the result of

1.4 Electrical hazards

1.5 Planning the works

Accidents most often occur because of no or insufficient organizational preparation

The maintenance instructions should include at least the following:

Five-finger rule of fluid power technology

In order to improve occupational safety for maintenance works on a systematic

2.1 Skin protection

If a work-related allergic skin disease has established, the consequences – profes-

What can be done?

Hazards for human beings and the environment

First aid (first aider: see placard)

Fig. 4 Sample of operating instructions for hydraulic oil

2.1.1 Work clothes

Contaminated clothes have to be taken off immediately.

Contaminated cleaning rags must not be put into the trousers.

Fig. 5 Personal protective equipment for oil change

No gloves must be worn in the vicinity of rotating parts.

2.1.2 Skin agents

The harmful substances to be expected are substances insoluble in water. Some

Skin protection and hygiene scheme

Skin contact Sahara 100 Lindesa O Lindapur Lindesa

Products taken from: BGI 658 “Hautschutz in Metallbetrieben, Stand 11/2008)”

2.1.3 Use of skin agents

2.2 Leaking hydraulic fluid

If required, oil binders, sweeping equipment, and disposal containers have to be

Fig. 7 Trolley for transporting oil binders

Leaked hydraulic fluids have to be removed immediately and completely.

In order to reduce leakages of hydraulic fluids, some machine manufacturers permit

2.3 Searching for leakages