In hydraulic servo systems, a pilot stage is often used to reduce the influence of Bernoulli’s forces and frictional forces when trying to accurately position a spool. A unique pilot controlled valve (defined as a two dimensional or “2D” flow control valve), which utilizes both rotary and linear motions of a single spool, is presented. The rotary motion uses a spiral groove in the sleeve combined with high and low pressure holes on the spool land to control the pressure in the spool chamber, while the linear motion of the spool is actuated by a hydrostatic force. Both linear theory and numerical simulation are adopted in the investigation of the characteristics of the valve. A criterion for stability is established from a linearized model of the valve. The analysis establishes the effects that certain structural parameters have on the valve’s static and dynamic characteristics. Special experimental procedures were designed to obtain properties such as mechanical stiffness, leakage flow rate, and dynamic response under different structural parameters and system pressure. It was shown that the leakage through the spool-sleeve clearance had a favorable effect on the valve stability. Theoretical and experimental results show that it is necessary to establish a balance between the static and dynamic performance in establishing appropriate structural parameters. It is also shown that the 2D flow control valve can demonstrate a high speed of response, while maintaining the pilot flow rate at a low level.

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