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How Do You Drain a Hydraulic System?

Published in Hydraulics Maintenance 4 mins read

Draining a hydraulic system involves removing the old fluid, typically by using gravity or assisting the process with specialized equipment, followed by filter replacement and refilling with new, clean hydraulic fluid. Here's a breakdown of the process:

Steps to Drain a Hydraulic System

  1. Preparation:

    • Ensure the hydraulic system is turned off and that any stored pressure is released. Safety First!
    • Allow the system to cool down. Hot oil can cause burns.
    • Gather necessary tools and equipment: wrenches, drain pan, new filters, new hydraulic fluid, cleaning supplies (rags).
  2. Locate the Drain Plug/Valve:

    • Identify the drain plug or valve on the hydraulic reservoir. This is typically located at the lowest point to facilitate complete drainage. Consult the equipment's service manual for the exact location.
  3. Position the Drain Pan:

    • Place a drain pan underneath the drain plug to catch the old hydraulic fluid. Ensure the pan is large enough to hold the entire volume of fluid in the system to avoid spills.
  4. Open the Drain Plug/Valve:

    • Carefully loosen and remove the drain plug or open the drain valve. Allow the hydraulic fluid to drain completely into the pan. This process can take some time, depending on the system's size and fluid viscosity.
  5. Expediting the Drainage (Optional):

    • Gravity Assistance: Tilting the machine, if possible and safe, can help direct more fluid towards the drain.
    • Portable Filter Cart: Use a portable filter cart to actively pump out the old oil. These carts can also filter the new oil as it's being added. This method offers faster drainage and immediate filtration.
  6. Replace the Filters:

    • While the system is drained, take the opportunity to replace the hydraulic filters. This ensures that the new fluid remains clean and protects the hydraulic components. Consult the manual for the proper filter types and installation procedures.
  7. Inspect and Clean:

    • Visually inspect the reservoir for any sediment or debris. Clean the reservoir if necessary using lint-free rags.
  8. Close the Drain Plug/Valve:

    • Once the system is completely drained, securely tighten the drain plug or close the drain valve. Ensure a proper seal to prevent leaks. Replace the drain plug if it is damaged.
  9. Refill the System with New Hydraulic Fluid:

    • Using the correct type and grade of hydraulic fluid (specified in the equipment manual), refill the system to the recommended level. Use a funnel to avoid spills.
  10. Bleed the System (If Necessary):

    • Some hydraulic systems may require bleeding to remove air pockets after refilling. Consult the equipment manual for specific bleeding procedures.
  11. Check for Leaks:

    • Start the system and carefully inspect all connections, hoses, and the drain plug for any leaks. Tighten any loose connections as needed.
  12. Monitor Fluid Level:

    • After running the system for a short period, check the hydraulic fluid level again and add more if necessary to maintain the correct level.

Additional Tips:

  • Consult the Equipment Manual: Always refer to the equipment's service manual for specific instructions and recommendations related to draining and refilling the hydraulic system.
  • Proper Disposal: Dispose of the used hydraulic fluid responsibly according to local environmental regulations.
  • Fluid Compatibility: Ensure the new hydraulic fluid is compatible with the existing system components and seals.
  • Record Keeping: Document the date of the hydraulic fluid change and the type of fluid used for future reference.

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