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Secondary 2 · Technology
Technological components · Pneumatics

Hydraulic Circuits

At a tire shop in your neighborhood, one person lifts a car weighing more than a ton by moving the lever of a hydraulic jack with one hand. How is it possible for such a small force to move something so heavy? The answer lies in a liquid that, unlike air, hardly compresses at all.

Pascal's Principle

Hydraulics is the technology that uses a liquid (almost always oil) to transmit force and motion. It is used in shop jacks, car brakes, presses, and machinery such as excavators.

Think of a syringe filled with water with its outlet blocked. If you push the plunger, the water does not compress and you feel it "pushing back" on all sides. With a syringe full of air, on the other hand, the plunger sinks in: air does compress. That is why hydraulics transmits force in a firm and precise way.

Pressure is force spread over a surface:

$$P = \frac{F}{A}$$

where $F$ is the force in newtons (N), $A$ is the area in $\text{m}^2$, and $P$ is the pressure in pascals (Pa, that is, $\text{N/m}^2$). The bar is also used: $1\ \text{bar} = 10\ \text{N/cm}^2$ (approx. $100{,}000\ \text{Pa}$).

Hydraulic press: a small force F1 pushes down on the narrow piston of area A1, the liquid transmits the same pressure P in all directions, and the wide piston of area A2 rises with a greater force F2 F₁ F₂ same pressure P small A₁ large A₂ oil
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State Pascal's principle in your own words and explain it using the example of a water-filled syringe with the outlet blocked: what happens to the pressure at any point…

State Pascal's principle in your own words and explain it using the example of a water-filled syringe with the outlet blocked: what happens to the pressure at any point in the liquid when the piston is pushed.

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A piston exerts a force of $300\ \text{N}$ on a surface area of $0.01\ \text{m}^2$. Applying $p = \frac{F}{S}$, calculate the pressure sustained by the oil, expressed in…

A piston exerts a force of $300\ \text{N}$ on a surface area of $0.01\ \text{m}^2$. Applying $p = \frac{F}{S}$, calculate the pressure sustained by the oil, expressed in pascals.

Solve
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Imagine two closed syringes, one filled with air and the other filled with water. Explain what happens when pressing each piston and reason why hydraulics takes…

Imagine two closed syringes, one filled with air and the other filled with water. Explain what happens when pressing each piston and reason why hydraulics takes advantage of the fact that liquids are hardly compressible.

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Force Multiplication and Conservation of Volume

With Pascal's equation, a small piston with a small force produces a large force on a piston with a larger area. This is how a shop's hydraulic jack works, and it explains the opening example.

Conservation of volume: the narrow piston goes down a long distance d1 and the wide piston rises a short distance d2 with the same volume of oil; each distance is marked with an arrow next to its piston small F₁ long d₁ load (car) short d₂ large F₂ same volume of oil

This idea is not exclusive to hydraulics. Levers, pulleys, and gears also multiply force at the cost of distance (or of speed): with a long lever you can lift a heavy load, but your hand moves much farther than the load. In a pulley with several segments of rope the same thing happens: you pull more rope to raise the load a short distance. These are the basic parts of almost any machine; you will study them in the section on mechanisms and simple machines (MECAN-MAQUINAS).

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Explain, using the concept of force multiplication, why a hydraulic jack allows a car to be lifted by operating a lever with one hand.

Explain, using the concept of force multiplication, why a hydraulic jack allows a car to be lifted by operating a lever with one hand.

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In a hydraulic press, the small piston has a surface area $S_1 = 10\ \text{cm}^2$ and the large one, $S_2 = 100\ \text{cm}^2$. If a force $F_1 = 50\ \text{N}$ is…

In a hydraulic press, the small piston has a surface area $S_1 = 10\ \text{cm}^2$ and the large one, $S_2 = 100\ \text{cm}^2$. If a force $F_1 = 50\ \text{N}$ is applied, calculate the oil pressure and the force $F_2$ pushing the large piston, and explain how many times the force has been multiplied.

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A student in the workshop claims: "In a hydraulic press with pistons of $5\ \text{cm}^2$ and $100\ \text{cm}^2$, if I apply $40\ \text{N}$ on the small piston, I get…

A student in the workshop claims: "In a hydraulic press with pistons of $5\ \text{cm}^2$ and $100\ \text{cm}^2$, if I apply $40\ \text{N}$ on the small piston, I get $800\ \text{N}$ on the large one. Since the force is multiplied by 20, we've created free energy!".\n\na) Calculate the pressure sustained by the oil and show how much the large piston rises when the small piston moves down $10\ \text{cm}$, reasoning from the displaced fluid volume.\nb) Calculate the mechanical work done at the input ($W_1 = F_1 \times \Delta x_1$) and at the output ($W_2 = F_2 \times \Delta x_2$).\nc) In light of your calculations, refute the student's claim: justify which quantities are multiplied, which are divided, and what fundamental physical principle prevents the "free creation" of energy in a hydraulic machine.

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A flow regulation gate is operated by a double-acting hydraulic cylinder powered by a unit providing a constant working pressure of $60\ \text{bar}$ (…

A flow regulation gate is operated by a double-acting hydraulic cylinder powered by a unit providing a constant working pressure of $60\ \text{bar}$ ($600\ \text{N/cm}^2$) and a flow rate of $9\ \text{L/min}$ ($150\ \text{cm}^3/\text{s}$). The piston has a cross-sectional area of $30\ \text{cm}^2$ and the rod has a cross-sectional area of $10\ \text{cm}^2$.\n\na) Calculate the maximum theoretical force exerted by the cylinder during the advance stroke (rod extension) and during the return stroke (rod retraction). Justify why they are not equal based on the effective surface area of each chamber.\nb) Calculate the linear velocity of the rod when advancing and retracting in $\text{cm/s}$, knowing that $v = Q / S_{\text{useful}}$.\nc) Interpret the results obtained: an operator claims that the cylinder will take exactly the same time to open the gate as to close it. Prove with data whether the statement is true or false and explain the trade-off relationship between force and speed in this type of actuator.

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Elements of a Hydraulic Circuit

Closed hydraulic circuit: the pump drives the oil from the reservoir to the directional valve, which directs it to the cylinder; a return line leaves the valve on the right side, goes around the outside of the cylinder, and returns the oil to the reservoir oil reservoir pump directional valve hydraulic cylinder return line

The Pump

The hydraulic pump takes oil from the reservoir and pushes it into the circuit: it creates the flow (flow rate) and, when it meets resistance, the pressure. A compressor does something different: it compresses a gas (air) and stores it in a pressurized tank. The pump moves a liquid that hardly compresses; the compressor reduces the volume of a gas.

If the reservoir runs out of oil while the pump is running, the pump draws in air: the circuit loses pressure and force, the movements become uneven, and the pump can be damaged because it is lubricated by the oil itself. That is why the level is checked before starting.

The Double-Acting Cylinder

The hydraulic cylinder is a tube with a piston that divides it into two chambers. The rod is the bar attached to the piston that sticks out of the cylinder and transmits the motion to the load. In a double-acting cylinder, oil can enter through either of the two chambers:

  • If the directional valve sends the oil to the rear chamber, the piston advances and the rod extends; the oil in the other chamber returns to the reservoir.

  • If the valve reverses the connection and sends the oil to the front chamber, the rod retracts.

In this way the valve lever controls the direction of motion, and the force is exerted in both directions.

Pressure and Flow Rate

Two quantities that you must not confuse, using the analogy of a garden hose:

  • Pressure: how hard the water pushes (bar, kPa, psi). If you squeeze the nozzle, it goes up.

  • Flow rate: how much water comes out each minute (liters per minute, L/min). It determines how fast a cylinder moves.

If two cylinders receive the same flow rate, the one with the smaller diameter moves faster, because it needs less volume to travel the same distance.

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Match each component of a hydraulic circuit to its function: (a) pump, (b) oil reservoir, (c) hydraulic cylinder, (d) directional control valve. Functions: (1) pump the…

Match each component of a hydraulic circuit to its function: (a) pump, (b) oil reservoir, (c) hydraulic cylinder, (d) directional control valve. Functions: (1) pump the oil and pressurise it, (2) store the circuit's oil, (3) convert pressure into motion, (4) direct the oil to one side of the cylinder or the other.

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Distinguish between pressure and flow rate using the analogy of a garden hose: what each quantity represents and in which units each is measured (bar, liters per minute).

Distinguish between pressure and flow rate using the analogy of a garden hose: what each quantity represents and in which units each is measured (bar, liters per minute).

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Make a comparison table between pneumatics and hydraulics with the following rows: fluid used, typical working pressure (about $6\ \text{bar}$ compared to over…

Make a comparison table between pneumatics and hydraulics with the following rows: fluid used, typical working pressure (about $6\ \text{bar}$ compared to over $100\ \text{bar}$), force it can provide, effect of a leak, and a typical application.

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Explain what the pump does within a hydraulic circuit, how it differs from a compressor, and what happens to the circuit if the reservoir runs out of oil while the pump…

Explain what the pump does within a hydraulic circuit, how it differs from a compressor, and what happens to the circuit if the reservoir runs out of oil while the pump is running.

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A hydraulic power unit supplies an actuator through a pipe that narrows: it goes from an inlet cross-section $S_A = 4\ \text{cm}^2$ to a section $S_B = 1\ \text{cm}^2$.…

A hydraulic power unit supplies an actuator through a pipe that narrows: it goes from an inlet cross-section $S_A = 4\ \text{cm}^2$ to a section $S_B = 1\ \text{cm}^2$. The pump provides a constant flow rate of $12\ \text{L/min}$ ($200\ \text{cm}^3/\text{s}$).\n\na) While the piston advances freely without load, calculate the fluid velocity in section $A$ and in section $B$ by applying the continuity equation ($Q = S \times v$). Express both results in $\text{m/s}$.\nb) When the cylinder reaches the end of its stroke and hits the stop, the flow completely stops ($v = 0$), but the pump maintains the maximum calibrated pressure of $120\ \text{bar}$. Interpret what happens to the static pressure in the wide section and in the narrow section applying Pascal's principle: does either section withstand greater pressure? Justify your answer.\nc) If at rest the pressure is the same throughout the pipe, explain why in industrial design it is prohibited to use excessively narrow pipes while fluid is flowing, pointing out two detrimental consequences (energy or thermal related).

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Calculations with Pascal's Principle

Hydraulic press: a force of 150 N on the 8 cm² input piston creates a pressure of 18.75 N/cm², the same throughout the liquid, and the 200 cm² output piston exerts 3,750 N upward F₁ = 150 N F₂ = 3,750 N P = 18.75 N/cm² the same pressure throughout the liquid A₁ = 8 cm² A₂ = 200 cm² F₂ / F₁ = A₂ / A₁ = 25

If you need the pressure in pascals, convert the area to $\text{m}^2$: $1\ \text{cm}^2 = 0.0001\ \text{m}^2$. And remember: $10\ \text{N/cm}^2 = 1\ \text{bar}$.

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The figure shows a hydraulic press with its data: a force on the small piston and both surface areas. Calculate the circuit pressure and the force $F_2$ pushing the…

The figure shows a hydraulic press with its data: a force on the small piston and both surface areas. Calculate the circuit pressure and the force $F_2$ pushing the large piston, and explain why the force is multiplied.

F₁ = 20 N F₂ = ? oil S₁ = 5 cm² S₂ = 50 cm²
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A hydraulic jack has pistons of $5\ \text{cm}^2$ and $50\ \text{cm}^2$ and must lift a load of $1,000\ \text{N}$. Calculate what pressure the oil needs and what force…

A hydraulic jack has pistons of $5\ \text{cm}^2$ and $50\ \text{cm}^2$ and must lift a load of $1,000\ \text{N}$. Calculate what pressure the oil needs and what force must be applied to the small piston. (Given: $10\ \text{N}/\text{cm}^2$ is equivalent to $1\ \text{bar}$.)

Solve
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The figure shows a hydraulic jack with its data. Calculate the force $F_2$ that lifts the load and the oil pressure, and work out how many pump strokes are needed for…

The figure shows a hydraulic jack with its data. Calculate the force $F_2$ that lifts the load and the oil pressure, and work out how many pump strokes are needed for the load to rise $2\ \text{cm}$ if in each stroke the small piston moves down $4\ \text{cm}$.

F₁ = 50 N load F₂ = ? S₁ = 2 cm² S₂ = 40 cm² oil
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You have to design a compact hydraulic press to press-fit bearings, capable of reaching a pressing force of at least $5,000\ \text{N}$ by applying a manual effort of…

You have to design a compact hydraulic press to press-fit bearings, capable of reaching a pressing force of at least $5,000\ \text{N}$ by applying a manual effort of $250\ \text{N}$ at most.\n\na) Demonstrate from Pascal's principle what relationship must exist between the radius of the large piston ($r_2$) and that of the small piston ($r_1$). Justify mathematically why doubling the radius of a piston multiplies the force by four and not by two.\nb) A manufacturer supplies commercial cylindrical pistons with standardized radii in whole centimeters ($r = 1\ \text{cm},\ 2\ \text{cm},\ 3\ \text{cm},\ \dots,\ 10\ \text{cm}$). If, due to space limitations, the large piston cannot have a radius greater than $7\ \text{cm}$, select the optimal commercial pair $(r_1, r_2)$ to achieve the goal and calculate the exact real force it will deliver.\nc) If the small piston of your design advances $6\ \text{cm}$ in each stroke, calculate how much the large piston will advance. What practical consequence does this stroke have on the total operating time of the press?

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Applications, Breakdowns, and Maintenance

Other key points:

  • Car brake: the pedal pushes a small cylinder; the pressure travels through tubes to larger pistons in the calipers, which squeeze the pads against the discs.

  • Shop lift: when the release valve is opened, the weight of the car itself pushes the oil back into the reservoir. Before working underneath, mechanical safety stands must be put in place, because you should never rely only on the oil pressure.

  • Maintenance: hydraulics requires watching for oil leaks, filters, and temperature, and oil costs more than air. Pneumatics is simpler and cleaner, but the moisture must be drained. In general, hydraulics requires more care.

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A car brake is hydraulic. Describe the path followed by the pressure from the pedal to the wheel brake calipers, and explain why it would not be a good idea to make it…

A car brake is hydraulic. Describe the path followed by the pressure from the pedal to the wheel brake calipers, and explain why it would not be a good idea to make it pneumatic, considering the compressibility of air and precision.

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The figure shows a hydraulic circuit with its symbols: reservoir, pump, a valve, and a double-acting cylinder, with a component marked with ?. State what component it…

The figure shows a hydraulic circuit with its symbols: reservoir, pump, a valve, and a double-acting cylinder, with a component marked with ?. State what component it is, what function it performs, and what happens to the rod when moving the lever in one direction and in the other.

piston rod cylinder lever spring ? pump reservoir
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The same pump supplies two cylinders of different diameters. Using the concept of flow rate (the liters per minute reaching the cylinder), explain which of the two rods…

The same pump supplies two cylinders of different diameters. Using the concept of flow rate (the liters per minute reaching the cylinder), explain which of the two rods will move faster and why.

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An excavator uses hydraulics and a bus door uses pneumatics. Explain why each application chose its technology, considering the required force, response speed, and…

An excavator uses hydraulics and a bus door uses pneumatics. Explain why each application chose its technology, considering the required force, response speed, and operating environment.

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During the brake test of a vehicle after an intervention in the workshop, the driver notices that the pedal sinks almost to the floor with a "spongy" feel and the brake…

During the brake test of a vehicle after an intervention in the workshop, the driver notices that the pedal sinks almost to the floor with a "spongy" feel and the brake calipers barely exert any force on the discs. After inspecting the pipes, it is confirmed that there are no external fluid leaks.\n\na) Interpret this failure at a physical level: compare the behavior of a liquid and a gas under pressure. Why does the presence of an air bubble prevent the effective application of Pascal's principle in the circuit?\nb) Analyze what happens to the mechanical work exerted by the driver's foot during the pedal's dead travel: where is that energy spent if it does not reach the brakes?\nc) Explain the technical bleeding procedure required to fix the fault and justify why no manufacturer designs passenger car brake systems that use compressed air instead of hydraulic fluid.

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A biscuit and industrial pastry factory needs to automate a station to place lids on boxes of finished product (required force: $250\ \text{N}$; cadence: 40 cycles per…

A biscuit and industrial pastry factory needs to automate a station to place lids on boxes of finished product (required force: $250\ \text{N}$; cadence: 40 cycles per minute). The facility has fine suspended flour dust and strict food safety regulations. As the plant technician, you must decide whether the actuation will be pneumatic or hydraulic.\n\na) Analyze the operational and sanitary impact of a fluid leak in both alternatives (compressed air versus hydraulic oil) on the product and the work floor.\nb) Compare the maintenance requirements in each technology regarding the fluid return circuit, lubrication, and protection against flour dust.\nc) Taking into account the required force ($250\ \text{N}$) and the high cadence demanded, issue a justified technical opinion recommending the most suitable technology.

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On a workshop hydraulic lift with a single-acting cylinder holding a $1,600\ \text{kg}$ passenger car, the throttle and return valve is manually opened to lower it, with…

On a workshop hydraulic lift with a single-acting cylinder holding a $1,600\ \text{kg}$ passenger car, the throttle and return valve is manually opened to lower it, with the electric pump switched off.\n\na) Justify physically where the energy comes from to evacuate the oil from the cylinder chamber and push it back to the reservoir without the help of a motor. What energy transformation takes place during the descent?\nb) With the return valve closed and the pump stopped, the mechanic observes that the vehicle loses height at a rate of $5\ \text{mm}$ per minute. Formulate two technical hypotheses about which component of the hydraulic circuit might be failing to cause this unintended descent.\nc) Explain why occupational risk prevention regulations prohibit working under a load supported solely by hydraulic pressure and describe what redundant, fluid-independent safety mechanism must mandatory be engaged to protect the mechanic.

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Back to the beginning: to lift a car of $1{,}200\ \text{kg}$ (about $12{,}000\ \text{N}$) with only $200\ \text{N}$, the output piston must have an area 60 times greater than the input piston. That force is paid for with distance: you have to pump many short strokes with the lever.

Summary

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