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© ISO 2017 – All rights reserved Reference number of working document: ISO/TC 131/SC 4/WG 6 N XXX Date: 2017-01-16 Reference number of document: ISO/TS 18409 Committee identification: ISO/TC 131/SC 4/WG 6 Secretariat: ANSI Hydraulic fluid power — Methods of collecting a fluid sample for analysing the cleanliness of a hose or hose assembly (to become ISO/TS 18409) Élément introductif — Élément principal — Partie n: Titre de la partie Warning This document is not an ISO International Standard. It is distributed for review and comment. It is subject to change without notice and may not be referred to as an International Standard. Recipients of this draft are invited to submit, with their comments,

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© ISO 2017 – All rights reserved

Reference number of working document: ISO/TC 131/SC 4/WG 6 N XXXDate: 2017-01-16

Reference number of document: ISO/TS 18409

Committee identification: ISO/TC 131/SC 4/WG 6

Secretariat: ANSI

Hydraulic fluid power — Methods of collecting a fluid sample for analysing the cleanliness of a hose or hose assembly(to become ISO/TS 18409)Élément introductif — Élément principal — Partie n: Titre de la partie

Document type: International standard Technical Specification Document subtype: if applicableDocument stage: (00) Preliminary Document language: E

Warning

This document is not an ISO International Standard. It is distributed for review and comment. It is subject to change without notice and may not be referred to as an International Standard.

Recipients of this draft are invited to submit, with their comments, notification of any relevant patent rights of which they are aware and to provide supporting documentation.

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ISO/TS 18409 – 131/4/6 N XXX – 2017-01-16

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Copyright notice

This ISO document is a working draft or committee draft and is copyright-protected by ISO. While the reproduction of working drafts or committee drafts in any form for use by participants in the ISO standards development process is permitted without prior permission from ISO, neither this document nor any extract from it may be reproduced, stored or transmitted in any form for any other purpose without prior written permission from ISO.

Requests for permission to reproduce this document for the purpose of selling it should be addressed as shown below or to ISO’s member body in the country of the requester:

Copyright ManagerAmerican National Standards Institute 25 West 43rd St.New York, NY 10036 tel. +1 212 642 4900fax. +1 212 398 0023

Reproduction for sales purposes may be subject to royalty payments or a licensing agreement.

Violators may be prosecuted.

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Contents Page

Foreword.......................................................................................................................................................... ivIntroduction....................................................................................................................................................... v1 Scope.................................................................................................................................................... 12 Normative references.......................................................................................................................... 13 Terms and definitions.......................................................................................................................... 14 Test equipment.................................................................................................................................... 25 Contaminant collection methods.......................................................................................................45.1 General.................................................................................................................................................. 45.2 Procedure for collecting a sample using the agitation (“slosh”) method.......................................55.3 Procedure for collecting a sample using the quick rinse method...................................................66 Identification statement (reference to this International Standard).................................................6Annex A (normative) Choice of the contaminant collection method..........................................................7Annex B (normative) Determination of the controlled volume and controlled surface.............................8Annex C (normative) Agitation (slosh) method – Instructions on filling and rotating the test

item, and collecting the test liquid.....................................................................................................9C.1 Filling the test item.............................................................................................................................. 9C.2 Agitating the test item.......................................................................................................................10C.3 Collecting the test liquid.................................................................................................................... 10Annex D (informative) Comments on analysis methods............................................................................11D.1 Comments on gravimetric analysis..................................................................................................11D.2 Comments on analysis method selection........................................................................................11Annex E (normative) Requirements for the dispensing system for quick rinse method.........................12E.1 General................................................................................................................................................ 12E.2 Requirements related to specific components...............................................................................13E.2.1 Pressurized reservoir........................................................................................................................13E.2.2 On/off valve........................................................................................................................................ 13E.2.3 Pressurized air filter........................................................................................................................... 13Bibliography.................................................................................................................................................... 14

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Foreword

ISO (the International Organization for Standardization) is a worldwide federation of national standards bodies (ISO member bodies). The work of preparing International Standards is normally carried out through ISO technical committees. Each member body interested in a subject for which a technical committee has been established has the right to be represented on that committee. International organizations, governmental and non-governmental, in liaison with ISO, also take part in the work. ISO collaborates closely with the International Electro technical Commission (IEC) on all matters of electro technical standardization.

International Standards are drafted in accordance with the rules given in the ISO/IEC Directives, Part 2.

The main task of technical committees is to prepare International Standards. Draft International Standards adopted by the technical committees are circulated to the member bodies for voting. Publication as an International Standard requires approval by at least 75 % of the member bodies casting a vote.

Attention is drawn to the possibility that some of the elements of this document may be the subject of patent rights. ISO shall not be held responsible for identifying any or all such patent rights.

ISO 18409 was prepared by Technical Committee ISO/TC 131, Fluid power systems, Subcommittee SC 4, Connectors and similar products and components and Subcommittee SC 6, Contamination control and hydraulic fluids.

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ISO/TS 18409 – 131/4/6 N XXX – 2017-01-16

Introduction

In hydraulic fluid power systems, power is transmitted and controlled through a pressurized liquid within a circuit where piping allows the fluid to flow between components. Part of the piping may consist of hose assemblies, usually manufactured by assembling a length of hose, cut out from a hose coil, with specific connectors at its ends.

One of the functions of the hydraulic liquid in a system is to separate and lubricate the moving parts of components. The presence of solid particles produces wear, resulting in loss of efficiency, reduced component life and subsequent unreliability, thus hydraulic liquid cleanliness is very important for uninterrupted operation and long life of the system.

The amount of solid contamination present in a hydraulic system at start-up has a great influence on the reliability during initial operation and subsequent component life. Components should be cleaned to an appropriate level after manufacturing and prior to use.

Hose assemblies are potential sources of contamination because of the bulk hose manufacturing processes, which may be intrinsically dirty, and because of other contaminants coming from assembly operations (hose cutting, dirty connectors etc.) and/or storage.

It may be required to assess the actual built-in solid contamination of hose assemblies before installation (e.g. 5.4.6.4 Foreign matter, in general requirements for piping in ISO 4413).

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TS DRAFT ISO/TS 18409 – 131/4/6 N XXX – 2017-01-16

1© ISO 2016 – All rights reserved

Hydraulic fluid power — Methods of collecting a fluid sample for analysing the cleanliness of a hose or hose assembly

1 Scope

This Technical Specification specifies two methods for collecting a fluid sample to be used to analyse the cleanliness of hydraulic fluid power hoses or hose assemblies within a certain inside diameter and length range (this range includes the majority of hose assemblies of real fluid power applications).

The two methods described in this Technical Specification are intended for collecting only solid particulate contamination; they may not be appropriate for collecting contamination in liquid or grease form.

This Technical Specification is a specific application of ISO 18413:2015, specifically its Annexes A and B.

The scope of this Technical Specification does not include providing efficient and effective cleaning methods for hose assemblies. These methods are recommended for statistical validation of other hose cleaning methods that are more suitable for systematic processing of large production batches.

Contamination analysis is excluded from the scope of this Technical Specification.

NOTE See Annex D for more information about analysis methods.

2 Normative references

The following referenced documents are indispensable for the application of this document. For dated references, only the edition cited applies. For undated references, the latest edition of the referenced document (including any amendments) applies.

ISO 3722, Hydraulic fluid power — Fluid sample containers — Qualifying and controlling cleaning methods

ISO 4788, Laboratory glassware — Graduated measuring cylinders

ISO 5598, Fluid power systems and components — Vocabulary

ISO 18413, Hydraulic fluid power — Cleanliness of parts and components — Inspection document and principles related to sample collection, sample analysis, and data reporting

3 Terms and definitions

For the purposes of this document, the terms and definitions given in ISO 5598 and ISO 18413 and the following apply.

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3.1hose cleanliness level; hose assembly cleanliness level (S.C.L.)cleanliness level of a hydraulic fluid power hose or hose assembly with regards to solid particulate contamination

NOTE This may consist of a set of numbers of contaminant particles per 100 ml in each particle size class of interest or any other cleanliness level code agreed upon.

3.2contaminantloose or detachable solid material present in a hose or hose assembly or on a wetted surface of a hose or hose assembly

3.3controlled surface (AC)wetted surface of a part or component that is subject to a cleanliness requirement

NOTE For the purposes of this document, AC represents the nominal surface area of the test item that is exposed to system liquid.

3.4controlled volume (VC)volume of a part or component that is subject to a cleanliness requirement

NOTE For the purposes of this document, VC represents the nominal internal volume of the test item that the system liquid will occupy during normal end use.

3.5external surfacesthose surfaces that will not be in contact with the system liquid during normal operation of the hose assembly

3.6nominal inside diameter (dint)nominal inside diameter of the hose

NOTE This is to be considered a dimensional quantity for calculation purposes in accordance with Annex B.

3.7nominal length of the test item (L)nominal length of the hose or hose assembly whose cleanliness shall be analysed

NOTE This is to be considered a dimensional quantity for calculation purposes in accordance with Annex B.

4 Test equipment

4.1 Sample containers, cleaned, qualified, and controlled as appropriate for purpose. The ISO 3722 provides an acceptable method of qualification and control.

4.2 Graduated cylinders or beakers, as required, conforming to ISO 4788 and cleaned, qualified, and controlled as appropriate for purpose. The ISO 3722 provides an acceptable method of qualification and control..

4.3 Caps or plugs, as required to seal test items; these shall be leak-free and properly rinsed or flushed and shall not increase the measured contamination of the test item.

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4.4 Test liquid, with the following characteristics:

a) It shall be compatible with all materials used in the test item, as well as with the working liquid of the final system. It should also be compatible with the test equipment, including seals and filters.

b) It shall have a viscosity of ≤5 mm2/s at the test temperature.

c) It shall have a contamination level sufficiently low to minimize its contribution to the total measured test item’s contamination. If different specifications are not agreed upon between the involved parties, the test liquid contamination level is sufficiently low when the contaminant present in a test liquid volume equal to VC is less than 10% of the S.C.L, in each size class. When the S.C.L. is not specified, test liquid contamination shall not exceed in any size range the limit number of particles per 100 ml given in Table 1 (please notice that limits are cumulative: all particles over the given size are recorded).

Table 1 — Default limits of cumulative numbers of particles of specific sizes

Particle size [μm(c)]

> 6 > 14 > 21 > 38 > 70

Maximum number of

particles per 100 ml

9730 1730 306 53 8

WARNING Test liquid might be a solvent (for example, petroleum ether) with low flash point. In this case, exercise care as there could be an explosion risk. Appropriate precautions should be taken to avoid inhalation of fumes from these solvents. Always use suitable protective equipment. Attention is drawn to local health and safety procedures.

4.5 Test liquid dispensing system, a simple, low-pressure hydraulic system for detaching contaminants from test item in the quick rinse method, by means of a fast and short-lasting flow, and collecting them in defined volumes for subsequent measurement.

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5 Contaminant collection methods

5.1 General

5.1.1 Contaminant collection consists of various techniques for removing contaminants from the wetted surface of the test item (hose length or hose assembly), suspending contaminants in a suitable test liquid, at last collecting the test liquid for subsequent analysis (analysis results should allow the assessment of the cleanliness of the test item). This Technical Specification recommends and describes two contaminant collection methods:

a) Agitation (“slosh” test) – Contaminant contained on the internal surface or suspended in the internal volume of a test item is removed by partially filling the test item with the test liquid, sealing the openings, and agitating the test item to suspend the contaminant in the test liquid. Immediately after agitation, all test liquid is drained and collected for analysis.

b) Quick rinse – Contaminant contained on the internal surface or suspended in the internal volume of the test item is removed by a pressurized stream of sufficiently clean test liquid. All test liquid flowing out of the test item is collected for analysis. This method is not practical for test items of large VC (i.e., large size).

NOTE 1 In the quick rinse method, several small volumes of test fluid flow quickly through the assembly only once (single-pass).

NOTE 2 Both methods do not require either expensive apparatus or highly specialized operators. They may be regarded as methods for cleaning hose assemblies however, they are time-consuming and they are not recommended cleaning methods for production.

5.1.2 The particular method shall be applied to a certain test item depending on its length (L) and its hose nominal internal diameter (dint),(see Annex A).

NOTE The overlapping band is along the VC = 100 ml line.

5.1.3 Record the cleanliness level of the test liquid, and ensure that it does not exceed the limits determined in 4.4.

5.1.4 Each container of collected test liquid (partial fluid sample) shall be individually labelled; its label shall include at least the following data:

a) individual identification of the test item (that is hose length or hose assembly length);

b) date and time of collection (it shall be clear to the reader the order of collection of the various liquid volumes);

c) “ISO/TS18409-A” for liquid volumes collected with the agitation method or “ISO/TS18409-Q” for liquid volumes collected with the quick rinse method.

5.1.5 Contaminant collection shall take place indoors, outside of areas where flows of unfiltered air are prevalent (e.g. far from ventilation fans in industrial shops) and reasonably far from dust-producing processes. Operators shall not wear visibly dusty and dirty clothes. Ambient temperature shall be between 15° C and 45° C, and the test liquid shall be at ambient temperature.

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5.2 Procedure for collecting a sample using the agitation (“slosh”) method

5.2.1 Check for caps or plugs at the ends of the test item. Hose assemblies without caps or plugs at their ends shall not be tested. If the hose assembly comes directly from production, fit caps or plugs at its ends to simulate the complete production process.

5.2.2 Calculate the controlled volume (VC) of the test item (see Annex B).

5.2.3 Clean the external surfaces of the test item and properly rinse its two capped or plugged ends; take care not to introduce contaminant into controlled volume. Remove one of the caps or plugs to ensure that only one end is sealed.

5.2.4 Maintain the test item in a position that allows it to be filled. Fill it with the amount of test liquid shown in Table 2 in accordance with Annex C.1 under a protective clean hood or equivalent means to reduce the amount of ambient air dust falling into the test item. The volume of test liquid shall be measured with a graduated cylinder.

Table 2 — Test liquid amounts

VC (ml)

< 400 400 to 2000 > 2000

Percentage fill 75 % 50 % 25 %

5.2.5 Seal the second end of the test item.

5.2.6 Subject the sealed test item to the following procedure (see Annex C.2):

a) soaking phase – lay and keep straight the test item on a horizontal plane and every 15 s ± 5 s quickly rotate it 180° ± 10° (nominal half turn) around its longitudinal axis three times.

b) agitation phase – Swing the sealed hose assembly 45° in each direction for ten cycles. At the end of each cycle, rotate the hose 180° along the longitudinal axis. A cycle consist of manipulating the hose so that the test liquid travels from one end of the hose to the other and then back to the starting end.

5.2.7 Keep the test item straight and rotate it few degrees above the horizontal plane: to let air in, loosen or remove the higher cap or plug and then proceed rotating it at least up to 60° above horizontal position. Remove the lower cap or plug and collect the test liquid under a protective clean hood or equivalent means, to reduce the amount of ambient air dust falling into the collected test liquid, in a sample container (see Annex C.3). Allow enough time to completely drain the test item. When removing the caps or plugs, care should be taken to prevent exfoliation of plating and the generation of metal flakes.

5.2.8 When the collection is over, seal the test item with its caps or plugs and keep it in controlled storage (for possible further investigations) until the analysis results of the collected volumes are available.

5.2.9 Analyze the collected test liquid using the appropriate recommended ISO procedures.

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5.3 Procedure for collecting a sample using the quick rinse method

5.3.1 Check for caps or plugs at the ends of the test item. Hose assemblies without caps or plugs at their ends shall not be tested. If the hose assembly comes directly from production, fit caps or plugs at its ends to simulate the complete production process.

5.3.2 Calculate the controlled volume (VC) of the test item (see Annex B).

5.3.3 A test liquid dispensing system (see Annex E) is needed to run this procedure.

5.3.4 Fill the reservoir of the dispensing system with pre-filtered test liquid (see 4.4). The volume of test liquid shall be the greater of 250 ml or at least four times, the controlled volume (VC) of the test item.

5.3.5 Pressurize the reservoir of the dispensing system at 0,5 MPa (5 bar) ± 10%.

5.3.6 Quickly open the valve and let all the test liquid flow through the test item. Allow at least 5 min for complete drain, with test item in vertical position.

5.3.7 Collect, under a protective clean hood or equivalent means to reduce the amount of ambient air dust falling into the collected test liquid, all the test liquid downstream the test item in a graduated beaker or cylinder conforming to the requirements of 4.2.

5.3.8 When the collection is over, seal the test item with its caps or plugs and keep it in controlled storage (for possible further investigations) until the analysis results of the collected volumes are available.

5.3.9 Analyze the collected test liquid using the appropriate recommended ISO procedures.

6 Identification statement (reference to this Technical Specification)

Use the following statement when electing to comply with this Technical Specification: “Hose or hose assembly fluid sample for analysis collected in accordance with ISO/TS 18409:20XX, Hydraulic fluid power — Methods of collecting a fluid sample for analysing the cleanliness of a hose or hose assembly.

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Annex A(informative)

Choice of the contaminant collection method

NOTE These standard collection methods are not recommended to collect samples on hoses or hose assemblies longer than 3 m or larger than 51 mm dint (see ISO 18413 for other recommended analysis methods)..

Figure A.1 — Choice of contaminant collection method as a function of hose inside diameter dint and test item length L

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Annex B(normative)

Determination of the controlled volume and controlled surface

B.1 The test item’s nominal controlled volume, VC, shall be calculated using the following formula:

VC = π d2int L

4B.2 The test item’s nominal controlled surface, AC, shall be calculated using the following formula:

AC = π dint L

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Annex C (normative)

Agitation (slosh) method – Instructions on filling and rotating the test item, and collecting the test liquid

C.1 Filling the test item

Figure C.1 shows some possible techniques to fill the test items, depending on their length and hose fitting configuration

1

2

.

Key1 Dispensing nozzle (with an inside diameter slightly smaller than that of the through hole of the hose fitting2 Plugged or capped hose fitting

Figure C.1 — Possible techniques for filling the test item

2

1

2

1

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C.2 Agitating the test item

Figure C.2 shows how the test items shall be swung and rotated. A tolerance of ±10 applies to all angles.

Use new graphic fileFigure C.2 — Example of apparatus

C.3 Collecting the test liquid

Figure C.3 illustrates how to collect the test liquid in the sample container.

1

Key1 clean protective hood

Figure C.3 — Illustration of how to collect the test liquid

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Annex D (informative)

Comments on analysis methods

D.1 Comments on gravimetric analysis

Gravimetric analysis in accordance with ISO 4405 might not be a suitable procedure for evaluating the cleanliness of a single, or small number, of hose assemblies with low levels of contamination (i.e. hose assemblies that have been already decontaminated, for example by flushing) due to the small contaminant mass that may be extracted by this Technical Specification’s collection methods. A very low mass causes errors that give rise to problem of interpretation of the fluid sample analysis and of contaminant collection process control.

D.2 Comments on analysis method selection

Because of the peculiar nature of built-in contamination of dirty hoses and hose assemblies (often large and dangerous contaminant particles are present, and even few of them represent a major hazard for a hydraulic system) and the low viscosity (which causes fast sedimentation of contaminants) of the test liquid, assessing the particulate contamination of the same sample of collected test liquid by different models of automatic particle counters (APCs) and/or with different analysis procedure may yield inconsistent results (i.e. the presence of air may interfere with the operation of optical APCs and give erroneous data). Strong agitation of the collected fluid samples may be needed by some counting methods, but all air bubbles must be expelled (i.e. by vacuum suction) from the collected sample before analysis in those cases.

It is strongly recommended that the parties agree upon a specific instrument and fully detailed analysis procedure when an ISO method involving an APC is chosen.

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Annex E (normative)

Requirements for the dispensing system for quick rinse method

E.1 General

Figure E.1 shows a circuit diagram and all of the components that shall comprise the dispensing system to be used in the quick rinse method.

Key1 pressurized reservoir2 pressurized air relief valve (p > 0,6 MPa [6 bar])3 test item (hose or hose assembly)4 sample container5 on/off valve6 pressurized air filter7 pressurized air line8 reservoir test liquid filling point9 pressure gauge10 pressurized air non-return (check) valve

Figure E.1 — Circuit diagram of dispensing system

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E.2 Requirements related to specific components

E.2.1 Pressurized reservoir

The reservoir shall be cleaned in accordance with ISO 3722. A stainless steel reservoir is preferred because of its chemical resistance to a wide range of test liquids. Minimum useful capacity shall be 1 L.

E.2.2 On/off valve

A ball valve is preferred because of its self-cleaning design (i.e., they minimize the trapping of contaminants).

E.2.3 Pressurized air filter

The pressurized air filter shall prevent contamination of the test liquid by solid particles carried by pressurized air.

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Bibliography

[1] ISO 4021, Hydraulic fluid power — Particulate contamination analysis — Extraction of fluid samples from lines of an operating system

[2] ISO 4113, Road vehicles — Calibration fluid for diesel injection equipment

[3] ISO 4405, Hydraulic fluid power — Fluid contamination — Determination of particulate contamination by the gravimetric method

[4] ISO 4406, Hydraulic fluid power — Fluids — Method for coding the level of contamination by solid particles

[5] ISO 4407, Hydraulic fluid power — Fluid contamination — Determination of particulate contamination by the counting method using an optical microscope

[6] ISO 4413:2014, Hydraulic fluid power — General rules and safety requirements for systems and their components

[7] ISO 8330, Rubber and plastic hoses and hose assemblies — Vocabulary

[8] ISO/TR 10686, Hydraulic fluid power — Method to relate the cleanliness of a hydraulic system to the cleanliness of the components and hydraulic fluid that make up the system

[9] ISO 11171, Hydraulic fluid power — Calibration of automatic particle counters for liquids

[10] ISO 11500, Hydraulic fluid power — Determination of particulate contamination by automatic counting using the light extinction principle

[11] ISO/TS 16431, Hydraulic fluid power — Assembled systems — Verification of cleanliness

[12] ISO/TR 17165-2, Hydraulic fluid power — Hose assemblies — Part 2: Recommended practices for hydraulic hose assemblies