Hydraulic systems

What is the purpose of hydraulic reservoirs in a hydraulic system?

Hydraulic systems are widely used in various applications, from heavy machinery to automotive systems. These systems rely on hydraulic fluid to transmit power and enable the movement of mechanical components. One crucial component of a hydraulic system is the hydraulic reservoir. In this article, we will explore the purpose of hydraulic reservoirs and their importance in maintaining the system’s functionality.    

What is a hydraulic reservoir?

A hydraulic reservoir, also known as a hydraulic tank, is a storage container that holds hydraulic fluid. It is an integral part of a hydraulic system and plays a vital role in its operation. The reservoir is usually made using steel or aluminum, with a specific design that enables it to withstand the pressure and temperature variations commonly found in hydraulic systems.  

Components of a hydraulic reservoir

A typical hydraulic reservoir consists of several components that work together to ensure the proper functioning of the hydraulic system. These components include:

  • Inlet and outlet ports: Allow the hydraulic fluid to enter and exit the reservoir.
  • Breather filter: Prevents contaminants, such as dirt and dust, from entering the reservoir while allowing the air to escape.
  • Sight gauge: Provides a visual indication of the fluid level in the reservoir.
  • Drain plug: Allows for draining and replacing the hydraulic fluid during maintenance.

What is the purpose of hydraulic reservoirs?

  • Storing hydraulic fluid

The primary purpose of a hydraulic reservoir is to store an adequate supply of hydraulic fluid. The fluid is stored at a sufficient volume to meet the system’s demands and ensure continuous operation. By storing an ample amount of fluid, the reservoir helps maintain system pressure and prevents cavitation, which can cause damage to hydraulic system components.

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  • Cooling and filtering hydraulic fluid

Hydraulic fluid tends to generate heat during operation due to internal friction and external factors. The reservoir provides a space for the fluid to dissipate heat and cool down. Some reservoirs incorporate cooling fins or heat exchangers to enhance the cooling process. Additionally, the reservoir is equipped with filters to remove contaminants from the fluid, ensuring its cleanliness and preventing damage to system components. 

  • Compensating for fluid volume changes

Hydraulic systems experience volume changes in the fluid due to temperature variations and mechanical actions. The reservoir compensates for these volume changes by accommodating the expansion and contraction of the hydraulic fluid. It helps maintain a consistent fluid level and prevents pressure fluctuations, ensuring the system operates efficiently.

  • Removing air and contaminants

Air can enter the hydraulic system during maintenance or due to leaks. The reservoir provides a settling chamber where air bubbles rise to the surface and escape through the breather filter. This process helps eliminate air from the system, preventing issues such as sponginess in hydraulic actuators. Moreover, the reservoir’s filters remove contaminants, such as particles and moisture, keeping the fluid clean and extending the life of system components.

  • Providing a settling chamber

Hydraulic systems may generate sediments or debris over time. The reservoir’s design includes a settling chamber where these contaminants settle at the bottom. This prevents them from circulating in the system and causing damage to valves, pumps, and other critical components. Regular maintenance and cleaning of the reservoir help ensure the sediment does not accumulate beyond acceptable limits. 

What is the importance of proper reservoir design?

Proper reservoir design is crucial to optimize the performance and reliability of various hydraulic system components. Several factors contribute to the proper reservoir design:

  • Reservoir capacity

Determining the appropriate reservoir capacity is essential for the system’s overall performance. It should provide an adequate volume of hydraulic fluid to meet the system’s demands while allowing sufficient space for fluid expansion. Calculating the necessary capacity requires considering factors such as the system’s flow rate, operating pressure, and duty cycle.

  • Location and orientation

The location and orientation of the reservoir influence its effectiveness. It should be positioned in a way that minimizes the risk of contamination and allows easy access for maintenance. Mounting the reservoir away from heat sources and moving components helps maintain the fluid’s optimal temperature and prevents damage to the reservoir.

  • Venting and breather filters

Proper venting and breather filters are crucial to prevent the entry of contaminants and maintain the reservoir’s internal pressure. Venting allows the exchange of air in the reservoir as the fluid level changes, preventing pressure buildup or vacuum formation. Breather filters should be regularly checked and replaced to ensure optimal airflow while effectively filtering out contaminants.

Maintenance and Care of Hydraulic Reservoirs

To ensure the longevity and efficiency of a hydraulic system, regular maintenance and care of the reservoir are necessary. Here are some essential practices:

  • Regular fluid checks and replacements

Monitoring the fluid level, quality, and condition is crucial. Periodically check the fluid level using the sight gauge and perform fluid analysis to detect any contamination or degradation. Adhere to the fluid replacement guidelines provided by the manufacturer or make adjustments based on the analysis results. 

  • Cleaning and inspecting the reservoir

Regularly clean the reservoir to remove accumulated sediments and contaminants. Inspect the internal components, such as filters, breather caps, and drain plugs, and replace or clean them if necessary. Additionally, ensure that the reservoir’s exterior is free from dirt and debris.  

Final Words

In conclusion, hydraulic reservoirs are essential components of a hydraulic system. They store hydraulic fluid, cool and filter it, compensate for fluid volume changes, remove air and contaminants, and provide a settling chamber. Proper reservoir design, along with regular maintenance and care, ensures the optimal performance and longevity of the hydraulic system.   

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