MEIE2019
IOP Publishing
IOP Conf. Series: Journal of Physics: Conf. Series 1303 (2019) 012020 doi:10.1088/1742-6596/1303/1/012020
pilot stage and the main stage of the cartridge valve. Based on the model, the authors analyzed the
influences of the design parameters on the static and dynamic characteristics of the valve, and
therefore improved the valve performance. Compared to cumbersome mathematical formula
derivation, AMESim provides a graphical modeling method based on the physical models of hydraulic
components, which improves the modeling efficiency [8]. Also, this software provides a basic
components library HCD (Hydraulic Component Design), which provides the possibility of modeling
increasingly kinds of hydraulic components [9]. Therefore, AMESim is widely used in the field of
hydraulic valve or system modeling. Yu et al. [10] established a large-flow dual-active electro-
hydraulic proportional cartridge-type throttle valve by AMESim. The step response characteristics of
the valve were analyzed and the main parameters of the valve were determined by simulation method.
Kong et al. [11] built an active proportional cartridge valve model based on AMESim, and then the
injection molding system model of the die casting machine was built. Xiao et al. [12] established the
two-way proportional cartridge valve model with the HCD library of AMESim, and the parameters’
influences on the static and dynamic performance of the valve were analyzed. Han et al. [13]
optimized the poppet structure of a proportional cartridge valve with numerical simulation method,
and then built the valve and hydraulic system model with AMESim. Simulation results validated the
poppet parameters’ optimizing. Overall, the existing research mostly focuses on the modeling of the
valve that directly drives the poppet by the pilot valve. However, there is little research on the
proportional cartridge valve with a pilot rod.
This paper analyzed the structure and working principles of the two port proportional slip-in
cartridge valve. Then, the simulation model of the valve was established with AMESim. The rated
flow rate calculated by the simulation model is 0.33% less than the sample value, and the variation
trend of the calculated flow rate curve is consistent with the manual curve. This demonstrates the
considerable effectiveness of the valve simulation model. Then, the influences of the spring stiffness,
the pilot oil pressure and the pilot valve gain on the valve poppet response time are analyzed using the
simulation model, respectively. This research may offer the basis for the whole hydraulic system
building and control strategy designing.
2. Valve model building
2.1. Valve structure
The two port proportional slip-in cartridge valve is composed of three stages: those are pilot valve,
pilot rod and main valve. The pilot valve is used to control the pilot rod directly. A position transducer
is mounted on one side of the pilot rod. The other side of the pilot rod is functionally connected with
the main valve which contains the poppet and the sleeve. The valve structure is shown in Figure 1 (a).
The valve schematic diagram is shown in Figure1 (b), in which the pilot valve is described as a three-
position four-way proportional valve and a two-position two-way valve is used to represent the
assembly of the pilot rod and the main valve. The X port and the Y port are connected to the pilot oil
source and the oil tank, respectively. The G1 port and G2 port are auxiliary oil ports, which can help to
decompress the control chamber in some occasions. The port B and the port A are connected to the
high pressure oil source and the oil tank, respectively.
The pilot rod moving in the valve seat hole is just like a double-acting hydraulic cylinder. The
upper control chamber E and the lower control chamber H are connected to the pilot valve through the
hole F and hole G, respectively. The rod position information is detected and sent to the pilot valve
with the position transducer. Thus, the rod position can be exactly controlled by the pilot valve. The
poppet has two holes, namely hole I and hole C, which work as flow restriction orifice. The upper end
of the hole I is coaxial with the pilot rod. The size of the upper end of the hole I is matched with the
lower end of the pilot rod. Therefore, the flow area of the orifice I (the upper end of the hole I) can be
adjusted by the position difference between the pilot rod and the poppet. The poppet has an inverted
conical surface at the inlet port B. This enables the poppet to obtain a lifting force from the high
pressure oil at inlet port B. The lifting force can push the poppet to follow up with the pilot rod. There
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