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Safe simulation of hydraulic systems

Learning objectives

  • Outcome

    From a hydraulic system diagram, find the piston areas A1A_1 and A2A_2 and write the equal-pressure condition p1=p2p_1 = p_2 (Pascal's law).

  • Outcome

    Calculate the pressure p=F1/A1p = F_1/A_1 and the output force F2=F1A2/A1F_2 = F_1 A_2/A_1 from given piston dimensions and input force.

  • Outcome

    Determine the large-piston displacement from A1s1=A2s2A_1 s_1 = A_2 s_2 and verify the work equality F1s1=F2s2F_1 s_1 = F_2 s_2.

  • Outcome

    Compare the calculated pressure with the limit pmax⁡p_{\max}, compute the safety factor k=pmax⁡/pk = p_{\max}/p, and state whether the operation is safe.

Understand the idea

Safe simulation of hydraulic systems: from drawing to calculation

Text

A hydraulic system is modelled from its drawing: first find the piston areas A1A_1 and A2A_2 from the diameters, then apply Pascal's law — pressure in a confined liquid at rest is transmitted unchanged, so p1=p2=pp_1 = p_2 = p. This gives the basic relation of a hydraulic machine:

F1A1=F2A2. \frac{F_1}{A_1} = \frac{F_2}{A_2}.

The force gain equals the area ratio, F2/F1=A2/A1F_2/F_1 = A_2/A_1, but it is paid for by a loss in displacement: liquid volume is conserved, so A1s1=A2s2A_1 s_1 = A_2 s_2, and the work is unchanged, F1s1=F2s2F_1 s_1 = F_2 s_2. Safe simulation means that all these steps are done on paper, in a spreadsheet or in a simulator, without building a real pressurised rig. The final step is a strength check: the calculated pressure pp is compared with the allowable pmax⁡p_{\max} and the safety factor k=pmax⁡/pk = p_{\max}/p is computed; it must be at least the required value (usually k≥1.5k \ge 1.5).

Worked examples

Direct

Problem

In a hydraulic press drawing the small piston has area A1=5 cm2A_1 = 5\ \text{cm}^2 and the large piston A2=250 cm2A_2 = 250\ \text{cm}^2. A force F1=200 NF_1 = 200\ \text{N} is applied to the small piston. Find the pressure in the liquid pp and the force F2F_2 on the large piston.

Solution

Convert the areas to SI: A1=5⋅10−4 m2A_1 = 5 \cdot 10^{-4}\ \text{m}^2, A2=250⋅10−4=2.5⋅10−2 m2A_2 = 250 \cdot 10^{-4} = 2.5 \cdot 10^{-2}\ \text{m}^2.

Pressure under the small piston:

p=F1A1=2005⋅10−4=4.0⋅105 Pa=400 kPa. p = \frac{F_1}{A_1} = \frac{200}{5 \cdot 10^{-4}} = 4.0 \cdot 10^{5}\ \text{Pa} = 400\ \text{kPa}.

By Pascal's law the same pressure acts on the large piston:

F2=pA2=4.0⋅105⋅2.5⋅10−2=1.0⋅104 N=10 kN. F_2 = p A_2 = 4.0 \cdot 10^{5} \cdot 2.5 \cdot 10^{-2} = 1.0 \cdot 10^{4}\ \text{N} = 10\ \text{kN}.

Check via the area ratio: F2=F1A2A1=200⋅50=10 kNF_2 = F_1 \dfrac{A_2}{A_1} = 200 \cdot 50 = 10\ \text{kN} — the same result.

Application

Problem

A hydraulic jack has A1=2 cm2A_1 = 2\ \text{cm}^2 and A2=40 cm2A_2 = 40\ \text{cm}^2. In one stroke the small piston moves down by s1=20 cms_1 = 20\ \text{cm}. 1) How far does the load rise? 2) What is the force gain? 3) Verify the work equality.

Solution
  1. The displaced liquid volume is conserved: A1s1=A2s2A_1 s_1 = A_2 s_2.

s2=A1s1A2=2⋅2040=1 cm. s_2 = \frac{A_1 s_1}{A_2} = \frac{2 \cdot 20}{40} = 1\ \text{cm}.

  1. Force gain: F2F1=A2A1=402=20\dfrac{F_2}{F_1} = \dfrac{A_2}{A_1} = \dfrac{40}{2} = 20.

  2. Work: F2=20F1F_2 = 20 F_1, s2=s1/20s_2 = s_1/20, hence

F2s2=20F1⋅s120=F1s1. F_2 s_2 = 20 F_1 \cdot \frac{s_1}{20} = F_1 s_1.

With numbers, for F1=100 NF_1 = 100\ \text{N}: F1s1=100⋅0.20=20 JF_1 s_1 = 100 \cdot 0.20 = 20\ \text{J} and F2s2=2000⋅0.01=20 JF_2 s_2 = 2000 \cdot 0.01 = 20\ \text{J}. The works are equal — an ideal machine creates no work.

Transfer

Problem

Before building a rig, a student analyses a press on paper only: A1=4 cm2A_1 = 4\ \text{cm}^2, A2=200 cm2A_2 = 200\ \text{cm}^2, the relief valve opens at pmax⁡=6.0 MPap_{\max} = 6.0\ \text{MPa}, the operator pushes with at most 250 N250\ \text{N}, and the required safety factor is k≥1.5k \ge 1.5. (a) What pressure does the operator create? (b) What is the largest force the press can develop with this drive? (c) Is lifting a load F2=8 kNF_2 = 8\ \text{kN} safe?

Solution

Convert: A1=4⋅10−4 m2A_1 = 4 \cdot 10^{-4}\ \text{m}^2, A2=2.0⋅10−2 m2A_2 = 2.0 \cdot 10^{-2}\ \text{m}^2.

(a) Pressure created by the operator:

p=F1A1=2504⋅10−4=6.25⋅105 Pa=0.625 MPa. p = \frac{F_1}{A_1} = \frac{250}{4 \cdot 10^{-4}} = 6.25 \cdot 10^{5}\ \text{Pa} = 0.625\ \text{MPa}.

(b) The drive is limited by the operator's force F1≤250 NF_1 \le 250\ \text{N}, so the largest force the press can develop with this drive is

F2,max⁡=pA2=6.25⋅105⋅2.0⋅10−2=1.25⋅104 N=12.5 kN. F_{2,\max} = p A_2 = 6.25 \cdot 10^{5} \cdot 2.0 \cdot 10^{-2} = 1.25 \cdot 10^{4}\ \text{N} = 12.5\ \text{kN}.

For the relief valve to open, a pressure pmax⁡=6.0 MPap_{\max} = 6.0\ \text{MPa} would be needed, i.e. an input force F1=pmax⁡A1=6.0⋅106⋅4⋅10−4=2400 NF_1 = p_{\max} A_1 = 6.0 \cdot 10^{6} \cdot 4 \cdot 10^{-4} = 2400\ \text{N} — that is 9.69.6 times the operator limit of 250 N250\ \text{N}; so with this drive the valve never gets near opening (the force 120 kN120\ \text{kN} corresponding to pmax⁡p_{\max} is unreachable here).

(c) For the load 8 kN8\ \text{kN} the pressure needed is

p=F2A2=80002.0⋅10−2=4.0⋅105 Pa=0.40 MPa. p = \frac{F_2}{A_2} = \frac{8000}{2.0 \cdot 10^{-2}} = 4.0 \cdot 10^{5}\ \text{Pa} = 0.40\ \text{MPa}.

Safety factor: k=pmax⁡p=6.00.40=15≥1.5k = \dfrac{p_{\max}}{p} = \dfrac{6.0}{0.40} = 15 \ge 1.5 — the condition holds. Required operator force: F1=pA1=4.0⋅105⋅4⋅10−4=160 N≤250 NF_1 = p A_1 = 4.0 \cdot 10^{5} \cdot 4 \cdot 10^{-4} = 160\ \text{N} \le 250\ \text{N}, and the required force 8 kN<12.5 kN8\ \text{kN} < 12.5\ \text{kN} — the operator can manage. Conclusion: the lift is safe.

Practice

Text

Safe self-study plan. Do not assemble or load a pressurised hydraulic rig — instead model the system in a spreadsheet or in an online hydraulic press/lift simulator.

  1. Build a table with separate cells for A1A_1, A2A_2, F1F_1, s1s_1, pmax⁡p_{\max} and the required safety factor kreqk_{\text{req}}.
  2. Add formulas: p=F1/A1p = F_1/A_1, F2=pA2F_2 = p A_2, s2=A1s1/A2s_2 = A_1 s_1/A_2, k=pmax⁡/pk = p_{\max}/p, and a "safe/unsafe" verdict via a logical function.
  3. Run the model on three data sets: (1) A1=5 cm2A_1 = 5\ \text{cm}^2, A2=250 cm2A_2 = 250\ \text{cm}^2, F1=200 NF_1 = 200\ \text{N}; (2) A1=2 cm2A_1 = 2\ \text{cm}^2, A2=40 cm2A_2 = 40\ \text{cm}^2, s1=20 cms_1 = 20\ \text{cm}; (3) the same press with A2A_2 doubled.
  4. For each set, record whether the relief valve would open, whether k≥kreqk \ge k_{\text{req}}, and how F2F_2 and s2s_2 changed.

Finish with a 3–4 sentence conclusion: which piston area affects safety more strongly, and why.

Visual reference

Purpose

Show that pressure is the same throughout a liquid at rest and that the force gain A2/A1A_2/A_1 is necessarily accompanied by a displacement loss s2/s1=A1/A2s_2/s_1 = A_1/A_2.

Representation

A schematic cross-section of two connected cylinders: a small piston of area A1A_1 and a large piston of area A2A_2; an arrow F1F_1 downwards at the small piston and an arrow F2F_2 upwards at the large one; identical pressure labels pp at both pistons; stroke markers s1s_1 and s2s_2; dashed liquid-level lines before and after the stroke, showing that volume is conserved. Beside it, a calculation flow chart: "drawing → A1,A2A_1, A_2 → p=F1/A1p = F_1/A_1 → F2=pA2F_2 = p A_2 → check k=pmax⁡/pk = p_{\max}/p".

Real-world examples

Hydraulic brake of a mountain bike

Scenario

A mountain biker squeezes the brake lever with force F1=120 NF_1=120\,\mathrm{N}. The master-cylinder piston area is A1=1.5 cm2=1.5×10−4 m2A_1=1.5\,\mathrm{cm^2}=1.5\times10^{-4}\,\mathrm{m^2}. The total caliper-piston area is A2=6.0 cm2=6.0×10−4 m2A_2=6.0\,\mathrm{cm^2}=6.0\times10^{-4}\,\mathrm{m^2}. In a safe bench calculation, the pressure is p=F1/A1=120/(1.5×10−4)=8.0×105 Pa=0.80 MPap=F_1/A_1=120/(1.5\times10^{-4})=8.0\times10^5\,\mathrm{Pa}=0.80\,\mathrm{MPa}, so the caliper force is F2=pA2=0.80×106×6.0×10−4=480 NF_2=pA_2=0.80\times10^6\times6.0\times10^{-4}=480\,\mathrm{N}. The brake line has a burst pressure pburst=8 MPap_{\mathrm{burst}}=8\,\mathrm{MPa}, giving a safety factor pburst/p=10p_{\mathrm{burst}}/p=10. The oil column from lever to caliper is about h=0.3 mh=0.3\,\mathrm{m}, adding only ρgh≈850×9.81×0.3=2.5×103 Pa=0.0025 MPa\rho gh\approx850\times9.81\times0.3=2.5\times10^3\,\mathrm{Pa}=0.0025\,\mathrm{MPa}, which is negligible beside 0.80 MPa0.80\,\mathrm{MPa}.

Connection

Pascal's law is used twice: the same pressure p=F1/A1p=F_1/A_1 acts in the closed fluid, and the output force is F2=pA2F_2=pA_2; hydrostatics contributes the height term phydro=ρghp_{\mathrm{hydro}}=\rho gh between lever and caliper. The safe calculation compares the working pressure with the line burst pressure through pburst/pp_{\mathrm{burst}}/p.

Passenger car brake system

Scenario

A driver presses the brake pedal with force F1=200 NF_1=200\,\mathrm{N} on a master-cylinder piston of area A1=5.0 cm2=5.0×10−4 m2A_1=5.0\,\mathrm{cm^2}=5.0\times10^{-4}\,\mathrm{m^2}. The simulated pressure is p=F1/A1=200/(5.0×10−4)=4.0×105 Pa=0.40 MPap=F_1/A_1=200/(5.0\times10^{-4})=4.0\times10^5\,\mathrm{Pa}=0.40\,\mathrm{MPa}. Each front caliper piston has area A2=25 cm2=2.5×10−3 m2A_2=25\,\mathrm{cm^2}=2.5\times10^{-3}\,\mathrm{m^2}, so the clamping force is F2=pA2=4.0×105×2.5×10−3=1000 NF_2=pA_2=4.0\times10^5\times2.5\times10^{-3}=1000\,\mathrm{N}. The steel brake line is rated at prated=10 MPap_{\mathrm{rated}}=10\,\mathrm{MPa} with safety factor 22, so the allowed working pressure is 5 MPa5\,\mathrm{MPa}; 0.40 MPa0.40\,\mathrm{MPa} passes the check. A height difference h=0.5 mh=0.5\,\mathrm{m} between master cylinder and caliper gives ρgh≈900×9.81×0.5=4.4×103 Pa=0.0044 MPa\rho gh\approx900\times9.81\times0.5=4.4\times10^3\,\mathrm{Pa}=0.0044\,\mathrm{MPa}.

Connection

Pascal's law supplies the transmitted pressure pp and the force multiplication F2=pA2F_2=pA_2; hydrostatics gives the small height correction ρgh\rho gh that the simulation adds for the caliper position. The safety check uses the working pressure against the rated pressure divided by the safety factor.

Hydraulic excavator boom

Scenario

An excavator boom cylinder has bore diameter D=80 mmD=80\,\mathrm{mm}, so A=πD2/4=π(0.080 m)2/4=5.03×10−3 m2A=\pi D^2/4=\pi(0.080\,\mathrm{m})^2/4=5.03\times10^{-3}\,\mathrm{m^2}. The pump supplies p=20 MPa=20×106 Pap=20\,\mathrm{MPa}=20\times10^6\,\mathrm{Pa}. The simulated cylinder force is F=pA=20×106×5.03×10−3=1.01×105 N≈101 kNF=pA=20\times10^6\times5.03\times10^{-3}=1.01\times10^5\,\mathrm{N}\approx101\,\mathrm{kN}, enough to hold a mass m=F/g≈1.01×105/9.81≈10.3 tm=F/g\approx1.01\times10^5/9.81\approx10.3\,\mathrm{t}. The hose has burst pressure pburst=80 MPap_{\mathrm{burst}}=80\,\mathrm{MPa}, so the safety factor is 80/20=480/20=4. An oil column of height h=2.0 mh=2.0\,\mathrm{m} adds ρgh≈900×9.81×2.0=1.8×104 Pa=0.018 MPa\rho gh\approx900\times9.81\times2.0=1.8\times10^4\,\mathrm{Pa}=0.018\,\mathrm{MPa}, small compared with 20 MPa20\,\mathrm{MPa}.

Connection

Pascal's law lets the simulation use the pump pressure pp unchanged in the cylinder and compute F=pAF=pA; hydrostatics adds phydro=ρghp_{\mathrm{hydro}}=\rho gh for the vertical hose run. The safety part checks the calculated working pressure against the burst pressure with the factor pburst/pp_{\mathrm{burst}}/p.