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Date: Thu, 26 Oct 1995 07:53:58 GMT
From: kaikuran@nm*.nm*.no*.co* (TERHO KAIKURANTA, NMP R&D, +358-10-505 5405)
To: techdiver@terra.net
Subject: O-Ring Desing Rules...
Hi all do-it-your-selfers !

Since my recent post about using O-rings I have been receiving
many enquiries for design help and it seems that this kind
of information is badly needed among us. So, I made some
notes on the very basic rules to design a static assembly
(that is, the parts are not moving, rotating, etc.) with
an O-ring. This can be used for lamps, electrical
wire feedthroughs, video housings, etc. It would be nice to
send some drawings for this, but I will try to explain it
in words. Dynamic (moving, rotating,... parts)
sealing is more demanding and designer must be aware several
issues not presented here. If you follow all these rules you
will not have problems with sealing... 

Happy moments in your workshop !

Terho

---------------------------------------------------------------

MATERIALS
- usual body/chasis materials are metal or plastic
- both can be used but..
- plastic is difficult to machine to accurate dimensions
- plastic is not suitable for high power lamps (it melts)
- plastic gets easily damaged (sealing surfaces)
- plastic bens under pressure
- metals are much easier, I recommend metal
- I have used aluminium, stainless steel and titanium
- if you have housing that will be opened often, use metal
- threads are strong in metal, in plastic they are easily
  damaged
- use glass for windows, not transparent plastic

SEALING PRINCIPLE
- O-ring is placed in a groove or slot
- pressure forces the ring to reshape against the slot walls
- if there's no wall near, the ring will pull out/in, damage
  or move until something will stop it
- pressure must be allowed to act on high pressure side freely
- with high pressures (tanks) the ring can penetrate to very
  small slots (small tolerances for slots needed)
- long penetration damages the ring (cutting effect)
- after the pressure is reliefed the ring will reshape to
  the original shape
- if you cut the ring, the cut area is constant, when
  the ring reshapes, the area remains constant
- the ring is moving and reshaping with the pressure,
  therefore the lubrication is needed

SLOT SHAPE, SIZE AND TOLERANCES
- for most uses the square shape is okay (and easy to make)
- the outer wall of the groove is not obligatory, easier
  to do but the ring may slide aside while tightening,
  the both walls are recommended
- select the ring size and the design the slot so that the
  inner circumfere is the same or sligthly bigger that ring's
- slot depth must be selected so that it is 70-75 % of the
  thickness of the ring (for normal hardness, for harder rings
  use something like 80-85%)
- slot width must be selected so that the cut area of the slot
  is bigger than the cut area of the o-ring (otherwise the
  ring can not fit inside the slot and will be damaged)
- when the opening is closed, there should not be any
  small slots or grooves (from big tolerances) in which 
  the ring could penetrate, so the slot surfaces should
  close very thightly
- surface quality in slot must be the best you can make,
  mirror like, no visible scratches or grooves, if you
  feel it with the finger you shall not feel anything
  (finger is very sensitive to surface quality, you can
  feel a 0.01 mm 0.0004") scracth)
- all slot walls are not sealing surfaces
- usually there are two sealing surfaces
- make sure that the pressure (water) can penetrate to the
  pressure side of the ring and press the ring against
  the walls (you may need to make small holes to let the
  water/gas to go in freely)
- I have used tolerances for closing sealing surfaces
  something like 0.1-0.05 mm (0.0039-0.0019") for
  small rings and metal housing (only for sealing grooves),
  for small pressures (lamps, video housings) bigger
  tolerances can be used (0.3-0.2 mm)
- finally, shape the body so that the ring is not visible
  outside when closed (visible ring will be damaged some
  day by scratches, mud can go in and damage surfaces, etc.)

BODY / CHASSIS
- by sealing pressure I mean the force applied to the
  housing body by thightening the sealing mechanism, no water
  or gas pressure applied
- when the opening is closed and the ring is in place
  the sealing pressure should not act against the o-ring
- sealing pressure must be received by the housing  (flange, etc.)
- you must be able to close it without the ring in place and
  fully thighten the bolts or whatever you are using

O-RING
- normal rings are useable in water and small depths
  (hardness is around 70 shore)
- higher pressure needs harder material (90 shore)
- high pressure (tanks) may need a pressure ring placed
  beside the ring in the low pressure side in valves or
  other places when bigger tolerances are needed for
  functionality
- rings must be replaced time after time
- for static assemblies, the rubber gets old and
  will be broken after some years (it get hard and splits)
- bigger thickness is better, but of course no reason to
  use huge diameter, thin ring assemblies are difficult

OTHER
- keep the things clean
- lubricate the ring before assembly (carefull with O2)
- not scratching allowed, no hairs or anything between the
  surfaces
- no sharp edges in the body over whitch you slide the ring
  in place
- if possible, do not rotate or move the ring when you
  are putting it in place and thighten

COMMON MISTAKES SEEN
- if the sealing pressure is received (and only) by the
  o-ring, the assembly will not work at all and many
  problems are invited
- sealing surface quality is poor, there is no way the
  sealing principle could work
- wrong sized slots used (remember the cut area and proper
  slot depth)
- too big sealing tolerances, the ring will penerate to grooves
  and be damaged (you can see pressed traces on the ring
  when removed, any visible marks show that you have
  something wrong in the design)
- on lamp flange, too few bolts used for mounting, will
  bend the flange if it's not thick enough and results big slot
  tolerances, use at least 5-6 bolts, more if you are
  using plastic, I prefer one big thread aroung the glass
  for mounting it for a lamp (no bolts at all)
- no lubracation when closed (ring lifetime will be reduced)
- when somethign is wrong, the design may work for a while and
  then more and more problems, leaks, etc. will occur as
  the damaging ring will get worse and worse
- with electrical feedthrough, if the wire is pulled the
  pulling force is applied to the o-ring (will damage the
  ring), use some kind of pull relief system, take the
  force but not by the ring (if nothing takes the pull,
  then the force acts on the ring)
- plastic used in wrong places (melts by the high power bulb,
  bending by the pressure, soft material with high sealing
  forces will not work -> calculate the force applied the
  your lamp glass in deep dive and get supriced !)
- too thin ring is used, use at least 3-5 mm diameter

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