Mechanical and hydraulic actuation strategies for mainstage spool valves in hydraulic motors

A large variety of options for the internal valves of a hydraulic motor are available. Poppet valves, rotary valves, and port plates are common options, but each have drawbacks such as actuation force, complexity, leakage, or friction. An alternative type that is also common is spool valves. Spool valves require minimal actuation force and have low throttling losses if sized correctly. This paper compares two drive options for a mainstage spool valve: a hydraulic pilot from a rotary valve and mechanical actuation. Dynamic models of the two valve configurations are created to carry out design studies and evaluate the performance of the motor. Compressibility effects, viscous drag, and flow forces are included in the model. Simulations show that the rotary valve pilot operation causes an unacceptable lag in the motion of the spool that cannot be corrected without reducing performance when running in reverse. Furthermore, the rotary pilot stage drive results in the motor timing becoming retarded at higher operating speeds. For these reasons, mechanically actuated valves are preferred over pilot operated valves for hydraulic motors operated bidirectionally or across a wide speed range.