Technical Reference Information

Cartridge Valve Installation and Torque Values

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and Torque Values.

Before proceeding with cartridge valve installation, please read the
SAFETY INFORMATION on our Product Disclaimer Page

Here are some guidelines for installation of HydraForce cartridges, coils, and housings, including tables of torque settings by model number.

CARTRIDGE VALVE INSTALLATION

STEP 1
Remove the cartridge from packing and inspect to ensure that no external contaminant is present.

STEP 2
Inspect the O-rings (A) to ensure there is no damage, such as cuts or nicks.

Be sure O-rings and back-up rings (B) are correctly positioned.

NOTE: The O-ring should always be placed toward the higher pressure port or between double back-ups on bi-directional valves. See page 8.650.1 for O-ring installation.

Check to ensure all back-up rings fit tightly within the O-ring groove. They should not extend farther than the O-rings. If they are sticking out, squeeze them back into the groove.

See illustration. All seals should seat in the groove and not extend past diameter "C".

STEP 3
Before installing the cartridge, lubricate all seals (O-rings and back-up rings) with a small amount of the same oil that is used in the application.

To lubricate the seals, immerse the hydraulic portion of the cartridge (A) in oil (B). This will allow the cartridge and seals to easily slide into the cavity.

If the seals are too dry, the back-up rings could spin out of the cage groove (C) and damage the O-rings. The diagram shows the location of the O-ring groove and where the back-up ring could extrude.

STEP 4
It is important to install the cartridge (valve) into the cavity correctly. Insert the cartridge into the cavity and tighten by hand in a clockwise manner.

You should be able to screw it in with little resistance up to the O-ring (D) and below the hex portion of the valve stem (E).
See illustation.

STEP 5
Continue to screw in the cartridge with a torque wrench and tighten to the specified torque.

See the Cartridge Installation Torque Table below. if your valve is not listed, refer to the dimensional drawing on the Catalog page for the specific valve model.

It is important to use the specified torque for each valve to ensure teh optimal performance of the cartridge.

If the valve is tightened above the specified torque value, it may cause the spool or poppet to stick.

This occurs because overtightening the cartridge can deform or collapse the inside of the cage, as shown in the diagram at right (A).

Cartridge Installed in Cavity (After Tightening)

COIL INSTALLATION
The installation torque specified for the coil nuts is also important. For example, if the nut is tightened above the specification on the 08, 60, 68, 80 size 2 position actuators, the stainless steel tube could stretch.

The stretching causes the inside of the tube around the plunger to collapse (B), which could cause the plunger to stick in the energized or de-endergized position (C). This is show in the diagram below.

If the valve uses a single coil, slide the coil over the valve stem. Tighten the coil nut to the specified torque. See the specifications in the Coil Nut Installation Torque Table below.

If the valve requires two coils, install them separately.

Slide the first coil over the valve stem. Place washer on top of the first coil, then install second coil.

Finally, install and tighten the coil nut to the specified torque.

It is important to install coils correctly to ensure they operate as designed. If a coil is installed upside down, the magnetic flux path will be weak and wil not be able to shift the spool or poppet. See diagram showing correct and incorrect coil installation

To ensure the coil is right side up, verify that the HydraForce imprint on the coil is facing upward.