BIZOMAT MAKEOS · Hydraulics

Hydraulic Orifice Restrictor Design (Drill Size, Flow, Heat)

What orifice size gives the flow I want at this pressure drop, what flow does the nearest drill size actually give, and how much heat does the restrictor put into the oil?

Design of a fixed orifice to limit flow in a hydraulic or lubrication circuit: exact orifice diameter for the target flow at the pressure drop, the diameter rounded to your drill steps or one you choose, the flow it gives and the pressure drop it needs for the target flow (as the orifice flow tool), jet velocity, the power turned to heat and the temperature rise of the oil passing through, checked against your flow tolerance, least orifice size for clogging and temperature rise limit.

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How this tool works

Inputs, units and where to find them

InputUnitTypical source
Flow wantedL/minFlow you want through the restrictor.
Pressure drop availablebarPressure difference across the restrictor.
Discharge coefficientDischarge coefficient of the orifice (about 0.6–0.7 for a sharp-edged orifice).
Fluid densitykg/m³Density of the fluid.
Fluid specific heatkJ/kg·KSpecific heat of the fluid (mineral oil about 1.9 kJ/kg·K).
Drill size stepmmSteps between available drill sizes.
Orifice diameter chosen (0 = rounded)mmOrifice diameter you intend to use; 0 rounds the exact size to the drill step.
Limits
Flow tolerance%How far the flow may differ from the target.
Least orifice diameter (clogging)mmSmallest orifice you accept with your filtration.
Largest oil temperature riseKLargest temperature rise of the fluid passing through.

What each input means

Open an input to see what it is, its units, the worked example and the common mistakes, with a small diagram.

What this means: Flow wanted
Illustration: Flow wantedA pipe with liquid or gas moving through it; Flow wanted is the volume that passes per unit of time.QExample: 4 L/minFlow wanted
What it is
The flow you want to pass through the restrictor at the available pressure drop, for example to feed a lubrication point or slow an actuator.
Units and format
Enter a number in L/min: litres per minute. The form accepts 0.000001 L/min to 100000 L/min. Required: the tool does not calculate until every input is valid.
Example
The form opens with 4 L/min as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
The exact orifice diameter rises with the square root of flow.
Get it right
Type litres per minute.
What this means: Pressure drop available
Illustration: Pressure drop availableA pressure gauge whose needle moves with Pressure drop available; the needle follows the value you type.ΔpExample: 70 barPressure drop available
What it is
The pressure difference between the upstream and downstream sides of the restrictor when the target flow passes.
Units and format
Enter a number in bar: bar (1 bar = 100 kPa). The form accepts 0.000001 bar to 5000 bar. Required: the tool does not calculate until every input is valid.
Example
The form opens with 70 bar as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
The temperature rise is proportional to the pressure drop.
Get it right
It is the difference across the orifice, not the system pressure.
What this means: Discharge coefficient
Illustration: Discharge coefficientTwo bars: a base value and the same value multiplied by Discharge coefficient, the factor.base valuewith factorCdExample: 0.62Discharge coefficient
What it is
The discharge coefficient of the orifice: the ratio of the actual flow to the ideal flow through the same hole, which depends on the edge shape and length.
Units and format
Enter a plain number with no unit. The form accepts 0.1 to 1. Required: the tool does not calculate until every input is valid.
Example
The form opens with 0.62 as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
For a given hole, flow is proportional to it.
Get it right
Take it from orifice data or a flow test for this geometry.
What this means: Fluid density
Illustration: Fluid densityA cube of material: density Fluid density is its mass divided by the volume it fills.massvolumeρExample: 870 kg/m³Fluid density
What it is
The mass per unit volume of the hydraulic or lubricating fluid at its working temperature, from the fluid data sheet.
Units and format
Enter a number in kg/m³: kilograms per cubic metre. The form accepts 0.000001 kg/m³ to 2000 kg/m³. Required: the tool does not calculate until every input is valid.
Example
The form opens with 870 kg/m³ as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
What this means: Fluid specific heat
Illustration: Fluid specific heatHeat flowing from a hot side to a cold side through a wall or into a material; Fluid specific heat sets how much heat moves or is stored.hotcoldcpExample: 1.88 kJ/kg·KFluid specific heat
What it is
The heat needed to warm one kilogram of the fluid by one degree, from the fluid data sheet. It sets the temperature rise through the orifice.
Units and format
Enter a number in kJ/kg·K: kilojoules per kilogram per kelvin. The form accepts 0.000001 kJ/kg·K to 10 kJ/kg·K. Required: the tool does not calculate until every input is valid.
Example
The form opens with 1.88 kJ/kg·K as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
A higher specific heat lowers the temperature rise in proportion.
Get it right
Type kJ/kg·K; data in J/kg·K must be divided by 1000.
What this means: Drill size step
Illustration: Drill size stepA nominal size line with an upper and a lower limit around it; parts inside the band are acceptable. The figure illustrates Drill size step.upperlower±Example: 0.1 mmDrill size step
What it is
The size steps between the drills you have available. The exact diameter is rounded to the nearest multiple of this step.
Units and format
Enter a number in mm: millimetres. The form accepts 0.01 mm to 5 mm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 0.1 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Get it right
It is only used when no orifice diameter is chosen.
What this means: Orifice diameter chosen (0 = rounded)
Illustration: Orifice diameter chosen (0 = rounded)A circle with a line straight through its centre from edge to edge, marking the diameter Orifice diameter chosen (0 = rounded).dmeasured acrossthe centreExample: 0 mmOrifice diameter chosen (0 = rounded)
What it is
The orifice diameter you intend to drill. Type 0 to round the exact diameter to the nearest drill step instead.
Units and format
Enter a number in mm: millimetres. The form accepts 0 mm to 200 mm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 0 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
Flow at the pressure drop rises with the square of the diameter.

Limits

What this means: Flow tolerance
Illustration: Flow toleranceA bar of 100 parts with the share marked; Flow tolerance is that share out of 100. The bar follows the value you type.0 %100 %Example: 10%Flow tolerance
What it is
How far, either way, the flow through the drilled orifice may differ from the target flow, as a percentage of the target.
Units and format
Enter a number in %: percent: the number is read as a percentage, so type 8 for 8 %. The form accepts 0.5% to 100%. Required: the tool does not calculate until every input is valid.
Example
The form opens with 10% as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
What this means: Least orifice diameter (clogging)
Illustration: Least orifice diameter (clogging)A circle with a line straight through its centre from edge to edge, marking the diameter Least orifice diameter (clogging).Ømeasured acrossthe centreExample: 0.8 mmLeast orifice diameter (clogging)
What it is
The smallest orifice diameter you accept, so that it does not clog with the particle size your filtration lets through.
Units and format
Enter a number in mm: millimetres. The form accepts 0 mm to 50 mm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 0.8 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Get it right
Take it from your filtration rating and design rules.
What this means: Largest oil temperature rise
Illustration: Largest oil temperature riseTwo thermometers at different levels with the difference between them marked; Largest oil temperature rise is that temperature difference.ΔTExample: 10 KLargest oil temperature rise
What it is
The largest temperature rise of the fluid passing through the orifice that you accept, set by the fluid, seals or nearby components.
Units and format
Enter a number in K: kelvin (a difference of 1 K equals 1 °C). The form accepts 0.000001 K to 200 K. Required: the tool does not calculate until every input is valid.
Example
The form opens with 10 K as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Get it right
A rise in kelvin equals the same rise in °C.

Method and formulas

  1. Q = C_d A √(2Δp ÷ ρ), so d = √[4Q ÷ (π C_d √(2Δp ÷ ρ))] (as the orifice flow tool).
  2. Chosen d rounded to the drill step; flow at the chosen d and Δp needed for the target flow.
  3. Heat = Δp × Q; temperature rise = Δp ÷ (ρ c_p).
  4. Example: 4 L/min at 70 bar needs 1.0389 mm; a 1 mm hole gives 3.7063 L/min and heats the oil 4.2798 K.

Limitations

  • Turbulent flow through a sharp-edged orifice; at low Reynolds numbers C_d falls.
  • Cavitation and flow forces are not checked.
  • Example values are illustrations. Replace them with values for your actual task.

Typical uses

  • Size a restrictor for a lubrication point or pilot line
  • Limit cylinder speed with a fixed orifice
  • Check heat from throttling

Who it is for

  • Hydraulic engineers
  • Machine designers
  • Maintenance technicians

What you get

  • Exact and chosen orifice diameter
  • Flow at the chosen size and pressure drop for the target
  • Jet velocity, heat and temperature rise

Interpreting the result

  • Flow changes with the square of the diameter: a 0.1 mm step on a 1 mm hole is about 20% in flow.

References

  • Machinery’s Handbook, 29th edition (Industrial Press, 2012), printed pp. 3024–3027, 352–368. Topic reference; no source tables or recommended settings are reproduced.

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Open the Hydraulic Orifice Restrictor Design (Drill Size, Flow, Heat) calculator