Kbiswas,+14399776 2012 10781053
Kbiswas,+14399776 2012 10781053
Kbiswas,+14399776 2012 10781053
51-59
Tampere University of Technology (TUT), Department of Intelligent Hydraulics and Automation (IHA).
P.O.Box 589, FIN-33101, Tampere, Finland.
[email protected], [email protected], [email protected]
Abstract
Dynamic properties of hydraulic fluids have to be taken into account in ever increasing fluid power applications.
The main reasons are increasing accuracy demands in control and modelling, as well as increasing operating pressure
and temperature ranges. Moreover, the already wide spectrum of different hydraulic fluids is also expanding all the
time. However, information on dynamic hydraulic fluid behavior is still very difficult to be obtained. On the other hand,
existing fluid models tend to be either too inaccurate, or at least highly non-generic for most practical applications.
This article introduces simple, yet accurate approaches for measuring and predicting the most important dynamic
fluid parameters: bulk modulus, density and speed of sound in fluid. The methods are basically applicable to any stan-
dard hydraulic fluid, without any extra system-related constraints, at least at the presented conditions. The studied pres-
sure range reaches 1500 bar, and the temperatures cover a normal operating range of industrial applications. Examples
of both measured and predicted results for selected commercial hydraulic fluids are given. The results have also been
found to be in excellent agreement with existing reference data.
Keywords: adiabatic, bulk modulus, density, dynamics, high-pressure, hydraulic fluid, isothermal, measuring, modelling, second order polynomial,
speed of sound
1 Introduction
Most fluid power engineers agree on hydraulic fluid On the other hand, it would be important to have use-
being one of the most important components in every ful tools for predicting different fluid parameters. There
fluid power system. In addition to e.g., lubrication, heat are a number of models also for fluid parameters, but
transfer and contamination control, fluid is first and unfortunately they usually fall into two different catego-
foremost the power transmitting medium. Therefore, it ries. Some models are too simplified and therefore inac-
might be even argued that fluid is the most important curate. Other models might possibly be accurate, but
single component. they are impossible to use in practice, due to the parame-
Possibly, fluid properties have not been as signifi- terization, which assumes information, which is very
cant design parameters in former applications as they difficult or usually even impossible to find. Both of these
are today. Therefore, there is very limited or no reli- kinds of models are, in effect, as useful from a system
able, measured information on fluid behavior available designer’s point of view as no fluid model at all.
for system designers – especially at pressure levels In this article, the effects of pressure, temperature
over 300 bar, or for different types of hydraulic fluids. and fluid type on dynamic fluid parameters are studied.
However, operating pressures have been increasing An accurate, yet simple and cost effective approach for
throughout the fluid power field. Moreover, the selec- measuring the most important dynamic fluid parameters
tion of different hydraulic fluids is increasing all the is presented, and a method for predicting the observed
time – mineral oil based fluids are being replaced e.g., behavior in a very generalized manner is suggested – the
with vegetable oil or synthetic ester based fluids. fluid parameters being speed of sound in a fluid, fluid
Therefore, fluid parameter variation has become an density and fluid bulk modulus. The presented pressure
important design aspect in many cases. range reaches 1500 bar, and the temperature range of 40
- 70°C covers normal industrial solutions.
This manuscript was received on 2 February 2012 and was accepted
after revision for publication on 5 March 2012
© 2012 TuTech 51
Juho-Pekka Karjalainen, Reijo Karjalainen and Kalevi Huhtala
by knocking a hydraulic cylinder. Two fast piezo- 2.2.2 The Iterative Procedure for Bulk Modulus and
electric pressure transducers record the pressure wave Density
at two points, at known distance from each other. With
The originally used iteration procedure for fluid
cross-correlation algorithm, the delay of the pressure
bulk modulus and density was published e.g., in Kar-
wave propagation can be found from the phase shift of
jalainen (2005, 2006, 2007, 2009, 2011a) leading to a
the two pressure transients. And since pressure wave is
systematic 1 - 2 % referenced maximum error at pres-
traveling at a speed of sound in a fluid line, this will
sure range of 1500 bar (Karjalainen, 2011b; Kuss,
lead to the effective value of the speed of sound.
1976). However, the procedure was slightly revised to
The removal of the effect of system compliances is
its final form in Karjalainen (2011b) leading to e.g.,
explained in Section 2.2.3. After that, following an
referenced maximum error of density of less than
iterative procedure (explained in Section 2.2.2) it will
0.5 % (Karjalainen, 2011b; Kuss, 1976). The revision
lead to the desired values of speed of sound in fluid,
process has been explained in detail in Karjalainen
adiabatic tangent fluid bulk modulus, and fluid density.
(2011b). The revised final iteration procedure is pre-
The reliability of this non-standard measuring system
sented in the following.
has been justified in detail in Karjalainen (2011b).
Once a speed of sound in the fluid line is measured
The repeatability of measuring pressure wave propa-
according to Section 2.2.1, there are two equations,
gation has been found to be excellent. Figure 2 shows an
Eq. 1 (Merritt, 1967) and Eq. 2 (Karjalainen, 2011b;
example scatter of three consecutive measurements
Garbacik, 2000) for iterative determination of effective
(t1 - t3) with Shell Tellus VG 46 mineral hydraulic oil at
adiabatic tangent bulk modulus and fluid density. As
40°C temperature. The dashed line represents a second
already mentioned in Section 2.1.1, the heat capacity
order p ial fitting of the reported delay. The maximum
factors in Eq. 2 might be difficult to find for every
error in repeatability at the same operating pressure is
fluid. Therefore, also an estimated equation Eq. 3 (Kar-
one sample period – in this case only 20 μs with 50 kHz
jalainen, 2011b) may be used instead of Eq. 2 with
sampling rate. During the testing phase of the measuring
good accuracy in practice. The ratio of the fluid heat
system the repeatability in normal operation has been
capacity factors has been replaced with an estimate that
found to be within ± one sample period even with statis-
isothermal tangent bulk modulus is approximately
tically larger investigation.
200 MPa smaller than the corresponding adiabatic
tangent value. In practice, this is a fair assumption
according to e.g., Hodges (1996) and Borghi (2003).
The results of this study have been defined using the
estimate equation, with the above reported accuracy.
Beff a
c = (1)
ρn
p − patm
1 Cv
( ∑ Beffa )⋅
n Cp
ρn = ρatm,T e n =1
(2)
p − patm
1
( ∑ Beff a )−0.210
⋅
9
n
∧
2.2.3 The Removal of System Compliances as standard industrial hydraulic fluids. Shell Tellus TX
is basically the same fluid as the previous ones, but it
As in this studied case, the measuring line should
has viscosity index enhancing additives. Comet SAE
be designed to have no dead volumes. Moreover, the
and Shell Rimula are diesel engine motor oils. Shell
measuring line should be de-aerated with thorough
Calibration fluid is a standard calibration fluid used
flushing. In this study, the flushing of the system was
e.g., in injection motors. Shell Naturelle HF-E is a
performed at a pressure level of over 1000 bar. With
synthetic ester fluid, and Comet ECO Pine is pine oil
the above conditions, system compliances can be esti-
based natural ester fluid.
mated very well with equations Eq. 4 and Eq. 5 (Kar-
jalainen, 2011b; Merritt, 1967) for a rigid thick-walled
3.2 Speed of Sound in Fluid
pipe.
1 The measured speeds of sound are presented in
B = (4) Fig. 3 and 4. As it can be seen, only calibration fluid
2 ⎡ ( 1 + µ ) ⋅ D + (1 − µ ) ⋅ d ⎤
⋅⎢ ⎥ stands out, clearly having the lowest value for speed of
E ⎣⎢ (D − d ) ⋅ (D + d ) ⎦⎥ sound. All the other fluids present somewhat similar
absolute values regardless of different base fluids,
B ⋅B
B = (5) viscosity grades or additives. In practice, the trend of
B −B speed of sound behavior will not change between the
fluids or temperatures. In fact, the measurements are
following uniform second order polynomials (Kar-
jalainen, 2009; 2011b) – this discovery has been used
3 Measurement Results in defining the prediction method of Section 4.3.
Eight different commercial hydraulic fluids were
selected for this study. Speed of sound in fluid, adia-
batic tangent fluid bulk modulus and fluid density were
measured according to Chapter 2. The studied pressure
range was 100 - 1500 bar which covers e.g., state-of-art
common rail injection pressures. The studied tempera-
ture range of 40 - 70°C was selected to cover the nor-
mal range of industrial fluid power applications. The
selected fluids and the received results are presented in
the following.
70°C and up to 1500 bar, with many different types of density correction coefficients α are listed e.g., in
fluids. In Chapter 5 of this article, the received predic- (ASTM/IP) and Hodges (1996). For the studied fluids
tion accuracy is demonstrated. More results have been the coefficients are also listed in Table 1. In Eq. 10,
reported in Karjalainen (2011b). When the operating temperature is expressed in [°C], α in [kg/(m³·°C)] and
conditions clearly differ from the presented ones some density in [kg/m³].
restrictions may occur with the presented equations. CD (patm ,T) = ρatm,15 C − α ⋅ (T − 15 C) (10)
This is discussed in Section 4.4. Further research is in
progress for narrowing down these restrictions.
4.3 Speed of Sound Model
4.1 Bulk Modulus Model As with bulk modulus and density, the second and
According to the second order polynomials fitted to first order terms of speed of sound model have been
measured data, the second and first order terms may be selected for the best fit. The constant term is a tempera-
estimated quite well for the best fit. The constant term ture and fluid dependent factor. The equation for speed
is a fluid and temperature dependent factor. The equa- of sound in fluid is given in Eq. 11 (Karjalainen, 2009;
tion for fluid tangent bulk modulus is given in Eq. 6 2011a; 2011b). Pressure is expressed in [bar] and speed
(Karjalainen, 2011b). The pressure is expressed in [bar] of sound is expressed in [m/s].
and bulk modulus in [MPa]. c(p,T) = - 0.0001 ⋅ p 2 + 0.48 ⋅ p + CC (patm ,T) (11)
2
B(p,T) = - 0.0001 ⋅ p + 1.2 ⋅ p + C B (patm ,T)(6) The constant term of speed of sound equation can
The constant term of the second order model of be calculated from the previously presented constant
adiabatic tangent bulk modulus can be estimated using terms of fluid tangent bulk modulus (Eq. 7 or Eq. 8)
Eq. 7 (Borghi, 2003; Karjalainen, 2011b). Eq. 8 (Bor- and density (Eq. 10), using also the previously pre-
ghi, 2003; Karjalainen, 2011b) may be used for iso- sented Eq. 1. Combined, this will lead to Eq. 12 (Kar-
thermal tangent bulk modulus. All the parameters of jalainen, 2009; 2011a; 2011b).
the constant term equations can be found for any stan- CB (patm ,T)
dard hydraulic fluid. The kinematic viscosity at atmos- CC (patm ,T) =
CD (patm ,T)
pheric pressure and 20°C may e.g., be calculated with (12)
the well-known Walther equation (Hodges, 1996). In
these equations, kinematic viscosity is expressed in 4.4 Current Restrictions
[cSt] and temperature in [°C].
The presented temperature range covers 40 - 70°C.
CB (patm ,T) = 0.1 ⋅ ⎡⎣1.57 + 0.15 ⋅ log(νatm,20 C )⎤⎦ Further research has been also performed for tempera-
20−T
(7) ture range of 20 - 130°C. Based on first results with the
4+
⋅10 417 expanded temperature range, the density equation (Eq.
9) may be modified for a better accuracy by giving some
CB (patm ,T) = 0.1 ⋅ ⎡⎣1.3 + 0.15 ⋅ log(νatm,20 C )⎤⎦ ⋅ simple temperature relation for the first order term. It
20−T
(8) would seem clear that the first order term slightly in-
4+
10 435 creases with increasing temperature – the effect of which
is insignificant with the presented range of 40 - 70°C.
4.2 Density Model The speed of sound and bulk modulus models would not
seem to be that affected by temperature.
The first version of the density model was already However, some further research has also been made
published in Karjalainen (2009, 2011a). However, the using mineral oil and petrol based fluids with densities
second and first order terms of the model were slightly as high as 1000 kg/m³. With these fluids the constant
revised in Karjalainen (2011b). The first version can be terms of speed of sound and bulk modulus models
expected to lead to an additional systematic maximum might need some kind of simple density related factor.
full scale error of about 1 - 2 %, and the model pre- It would seem that with high-density fluids there is a
sented in this article should be used instead for better systematic uniform shift between the measured and
accuracy. predicted values – the predicted ones being somewhat
Also for fluid density model, the second and first lower than the actually measured ones. Same kind of
order polynomial terms may be estimated for the best behavior could also be discovered with the pine oil
fit, at the presented temperature range. The constant studied for this article – the results and received model-
term is a fluid and temperature dependent factor. The ling accuracies of the pine oil are given more in detail
equation for fluid density is given in Eq. 9 (Kar- in Karjalainen (2011b).
jalainen, 2011b). Pressure is expressed in [bar] and Fluid behavior at temperatures below 0°C will
density in [kg/m³]. clearly need more research, but in theory the basic fluid
ρ(p,T) = - 1 ⋅ 10 −5 ⋅ p 2 + 0.056 ⋅ p + C D (patm ,T)
(9)
behavior should remain unchanged with fluids de-
signed for lower temperatures. Fluid behavior at pres-
For the constant term, there is a commonly used sures over 1500 bar will be researched in near future –
procedure for finding a density value at atmospheric it is possible that elevated pressure will slightly modify
pressure and at operating temperature. Eq. 10 (Hodges, the presented equations. However, its effect is insig-
1996) is based on fluid heat expansion, and gives di- nificant at the pressure range presented in this article.
rectly the needed constant term for the model. The
5 Prediction Results
In the following, the measured results of Chapter 3
are compared to the prediction results, which were
received with the equations of Chapter 4. Due to the
length of the material to be considered, only the results
of Shell Tellus VG 46 are shown graphically in this
article. Shell Tellus VG 46 was selected due to its gen-
erally well-known behavior. More results can be found
in Karjalainen (2011b). Nevertheless, the received
modelling errors for all the eight studied fluids are
given in Section 5.4.
Fig. 10: The comparison of measured and predicted adia-
5.1 Speed of Sound in Fluid batic tangent bulk moduli of Shell Tellus VG 46, at
40°C and 70°C
Figure 9 illustrates the comparison of measured
speeds of sound in the selected Shell Tellus VG 46
mineral hydraulic oil (data points) with the predicted
ones (continuous lines), at 40°C and 70°C. With visual
examination, the prediction seems to perform well at
the presented operating range. There are no significant
uniform shift errors, and the predicted polynomials
clearly follow the measurements. The values for mod-
elling errors are given in Table 2, in Section 5.4. Possi-
ble restrictions of the presented model were discussed
in Section 4.4.
even this much tighter condition of error evaluation ing system. Also, results with water should be tested –
gives an error under five percent. there is quite good reference data available for water
When the operating conditions clearly change from dynamics.
the presented ones, some modifications to the pre-
sented models may be needed for achieving similar
accuracy – this was discussed in Section 4.4. Nomenclature
Gholizadeh, H., Burton, R. and Schoenau, G. 2011. Yu, J., Chen, Z. and Lu, Y. 1994. The Variation of Oil
Fluid Bulk Modulus: A Literature Survey. Interna- Effective Bulk Modulus with Pressure in Hydraulic
tional Journal of Fluid Power, Vol. 12, No. 3, pp. Systems. Transactions ASME, Journal of Dynamic
5 - 15. Systems, Measurement & Control, Vol. 116, pp.
146 - 150.
Hodges, P. 1996. Hydraulic Fluids. London: Arnold.
(167 p.)
ISO 15086-2:2000. 2000. Hydraulic Fluid Power De-
termination of the Fluid-borne Noise Characteris- Juho-Pekka Karjalainen
tics of Components and Systems -Part 2 (27 p.) Born in August 1978. Received his Dr. Tech.
degree from Tampere University of Tech-
Johnston, D. N. and Edge, K. A. 1991. In-situ Meas- nology (Finland) in 2011. He is currently
working as a research fellow in the Depart-
urement of the Wavespeed and Bulk Modulus in ment of Intelligent Hydraulics and Automa-
Hydraulic Lines. Proc.I.Mech.E., Part 1, Vol. 205, tion (IHA) of the university. His primary
pp 191 - 197. research fields are hydraulic fluid dynamics,
different hydraulic fluid types and fluid
Karjalainen, J. - P., Karjalainen, R., Huhtala, K. effects on fluid power applications.
and Vilenius, M. 2005. The Dynamics of Hydraulic
Fluids – Significance, Differences and Measuring. Reijo Karjalainen
Proceedings of PTMC 2005, pp. 437 - 450. Univer- Born in February 1952. Received his Lic.
Tech. degree from Tampere University of
sity of Bath. UK. Technology (Finland) in 1996. He is cur-
rently working as a laboratory manager in
Karjalainen, J. - P., Karjalainen, R., Huhtala, K. the Department of Intelligent Hydraulics and
and Vilenius, M. 2006. High-pressure Properties of Automation (IHA) of the university. His
Hydraulic Fluids – Measuring and Differences. primary research fields are testing and
analysis of different hydraulic fluid types
Proceedings of PTMC 2006, pp. 67 - 79. University and different test equipment designs for fluid
of Bath. UK. power applications.