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Engine balance
39
2.5
2.0
T
1.5
1.0
0.5
0
0
1
2
3
4
F
5
6
7
f
Fig. 2.13 Transmitted vibration
likely to be needed to take the various static and transient loads enumerated
above. Road shock loads, for instance, may greatly exceed the dead weight.
2.21
Principal axes of inertia
If a long, fairly regular object, such as a potato or a lump of firm plasticine,
is pierced with a knitting needle in the general direction of its greatest
length, an axis of rotation may be obtained about which the moment of
inertia is small compared with those about axes generally at right angles to
it.
There is a particular axis, passing through the mass centre, about which,
owing to the general proximity of all the mass particles, the moment of
inertia is a minimum for the solid. This is one of the principal axes. The two
others, also passing through the mass centre, complete a trio of mutually
perpendicular principal axes. Of the second and third axes, one will be the
axis of maximum inertia and the other will have an intermediate value.
These three principal axes, which may be described in reference to a power
unit as the axes of natural roll, pitch and yaw, are the axes about which
torsional oscillation can be initiated without introducing lateral or translational
forces, and are the axes about which the mass, if supported in a homogeneous
elastic medium (such as soft rubber or jelly) and with gravitational forces
balanced, would take up component rotations when disturbed by any system
of applied torques.
2.22
Importance in the design of engine mountings
These principal axes are important in the design of engine mountings,
particularly the fore-and-aft ‘roll’axis, which ordinarily lies at an angle of 15
to 30° with the crankshaft axis, sloping downwards from front to rear as
indicated in Fig. 2.14. Ideally, the mountings should be disposed as to confine
rotation to this axis, so that torsional vibrations may be constrained without
40
The Motor Vehicle
introducing lateral forces. If rotation about any other axis is imposed by the
mountings, such lateral forces will arise, and may require additional constraints.
It will be noticed that, assuming lateral symmetry, the principal axis intersects
the crankshaft axis near the centre of the flywheel housing, so that mountings
placed on the sides of the housing could deal with torsional vibrations about
the principal axis as well as with direct ‘bump’ loads. The front mounting
would be placed high, as near to the principal axis as possible, and would
take the balance of the bump loads as determined by the position of the mass
centre. In the Chrysler mounting shown in Fig. 2.15, all reactions are distributed
between the front and rear mountings, snubbers only being provided at the
flywheel housing.
Figure 2.14 also indicates the centre of percussion, CP. The position of the
CP is determined by the destribution of the mass relative to the rear suspension
or pivot point, which in effect is the centre of suspension, CS. Usually it will
lie near the central transverse plane of the engine, which is the plane in
which the resultant of the unbalanced secondaries in a four-cylinder engine
acts. If CP can be located exactly in this plane by suitable choice of CS and
mass distribution, and if the front mounting can also be so placed, there will
be neither pitching moment due to the secondary disturbing force nor reaction
at the CS. The principle is similar to that applicable to a door stop, which
should be positioned at the centre of percussion so that, if the door is suddenly
blown open against it, the hinges are not overloaded.
In practice, it is rarely possible to arrange for exact coincidence as described
above, but the central plane is a structurally desirable, though not always
A
Z
A
CP
M
CS
Fig. 2.14 Principal axes
M
Fig. 2.15 Chrysler engine mounting
Z
Engine balance
41
convenient, location for the front mountings. These are indicated at AA in
Fig. 2.14, widely spaced to deal with torsional vibrations about the axis ZZ.
This percussion system appears to be an ideal means of dealing with
pitching disturbances; road shocks and cornering loads would be shared by
the attachments at CS and AA in a ratio determined by the position of the
mass centre M.A V arrangement of links with rubber-bonded bushes, with
the link centre lines meeting on the principal axis and so utilising the principle
of the instantaneous centre may be used, or else a type of front V-mounting
of ‘compression-shear’ units.
The arrangement used for the mounting of the three-cylinder Perkins
diesel engine in a light van chassis is shown in Fig. 2.16.
Both vertical and horizontal primary out-of-balance couples are present
in this engine, and to obtain insulation against these as well as the 1 1 order
2
torque harmonic a suspension giving a high degree of rotational flexibility
about all axes was needed. This was achieved by a V arrangement of sandwich
mountings very close to the centre of gravity (or mass centre), the front
rubber sandwich mounted so that its compression axis passes appproximately
through the centre of gravity. The degree of insulation obtained is excellent.
Engine movement under shock torque reaction, and when passing through
resonance on starting and stopping, is quite large, but has not proved
troublesome. A pair of circular sandwich units pitched to give greater torque
control may be used at the front instead of the rectangular form.
A great variety of rubber-to-steel bonded units to provide the many different
constraints required has been produced by Dunlop Polymer and a few are
shown in Fig. 2.17. The illustration includes early unbonded cushions, bonded
double shear and compression-shear mountings, a bonded eccentric bush,
rubber steel compression spring, and others.
It is possible to design units capable of resisting various combinations of
compression, shear and torsional loads, with appropriate variation in the
elastic properties of the rubber obtained by a suitable mix.
Though no mathematical treatment has been attempted here, the reader
will have realised that for quantitative analysis of inertias, modes of motion
and vibration frequencies, advanced and difficult mathematics are required,
combined with experimental measurement.
Buffers
Fig. 2.16 Perkins P-3 mounting
Interleaved
rectangular
mounting
42
The Motor Vehicle
Engine bracket
Engine foot
Chassis
bracket
Chassis member
Chassis
Engine
Engine
Rebound buffers and
precompression unit
Chassis
Fig. 2.17 Metalastik elastic engine mountings by Dunlop Polymer
Similar principles apply to transversely mounted engines, but an additional,
and very important, factor has to be taken into consideration. It is that,
because the gearbox and final drive are combined and mounted either on or
in the engine, the torque the mountings have to react is the engine torque
increased by the overall ratio of the final drive and gear engaged at any
particular time, instead of just that from the engine and gearbox alone. In
other words, it is between about 2 1 and 3 1 times as great. In the early days
2
2
of transverse engine installation, the solution was to allow the engine relatively
free vertical motion, within limits, while restricting the fore-and-aft motion
of the lower mountings and introducing a horizontal link, with pivot eyes at
its ends, to tie the top of the crankcase to the dash. This of course enables the
torque reaction to be taken between the top link and bottom mountings.
Later, extra steel link was obviated by building resistance to horizontal
movement into the rear high mounting, by either stiffening its rubber elements
against deflection in that direction or incorporating in it stops designed to
limit such movement progressively. A typical transverse engine mounting
system is that of the Rover 200 range, illustrated in Fig. 2.18. For a more
detailed treatise, the reader is recommended to the book Fundamentals
Balancing, by W. Thomas, published by the Institution of Mechanical
Engineers.
2.23
Hydraulically damped engine mountings
The previous sections have covered the basic considerations relating to the
classic designs. In recent years, however, following the advent of computer
aided design, it has become possible to solve much more complex problems
and to take into consideration larger numbers of variables. Consequently,
although hydraulic damping adds significantly to the costs of engine mountings,
it is being introduced on some of the up-market range of cars. In addition
to the six degrees of freedom, vertical bounce, and the lateral and longitudinal
modes, together with the three torsional modes, namely yaw, pitch and roll,
we can now take into account and cater for road wheel inputs and forces due
to uneven firing. The last mentioned, of course, are particularly prominent in
diesel engines.
Engine balance
43
Fig. 2.18 Three-point mounting system for the transversely installed engines of the
Rover 200 Series. All three are very flexible vertically but, for reacting final drive
torque, their motion is limited by their metal housings. The lower mounting on the
right in this illustration also limits movement of the engine parallel to the crankshaft
Freqencies of the disturbing forces are, of course, important considerations
in the successful design of hydraulically damped mountings. For an engine
with a speed range of 750–6000 rev/min, the secondary forcing frequency is
in the range 25–200 Hz. The magnitude of the force increases with the
square of the speed, as also does the acceleration of the engine, and therefore
the reaction due to its inertia, in the direction of the force. Consequently, the
amplitude of vibration over most of the speed range is constant.
With diesel engines, uneven firing generates strong forces of half and first
order, which are superimposed upon those of second order. So, for an engine
idling at 750 rev/min, the forcing frequencies are 6.25, 12.5 and 25 Hz. With
a six degree freedom system, this presents severe problems that can best be
solved by introducing hydraulic damping.
For isolation of the power unit at 25–200 Hz, its natural frequency should
be between 6 and 12 Hz. The forces are in one direction and generally
predominantly vertical, so it is not absolutely essential to have frequencies
for the other modes of vibration as low as 10 Hz. In most instances, therefore,
it is generally adequate if all modes are below 20 Hz, except for the bounce
mode, which should be between 8 and 10 Hz.
Although the frequencies of the second order forces are generally above
that of resonance of the system, they may be of magnitudes large enough to
generate high levels of vibration of the engine. At these frequencies,
44
The Motor Vehicle
20–30 Hz, the amplitude is limited, as previously indicated, by the inertia
due to the mass of the engine, although soft mountings are necessary. Even
so, idle shake can still be caused by resonance of components such as the
steering column or dash fascia.
The natural frequency of the engine mountings is in the same range as the
road wheel inputs, which are generally below 30 Hz, and which therefore
can cause engine shake. As a result, the occupants of the vehicle may have
the impression that the ride is poor. With diesel engines, half and first order
firing forces can cause idle shake. The way to control both of these forms of
shake is to introduce extra damping into the engine mountings.
One should be aware, however, that, because damping increases the hardness
of the mounting, this can adversely affect interior noise levels. In the range
from 30 to 300 Hz, the lower the stiffness of the mounting, the lower will be
the noise levels. On the other hand, for controlling shake in the 5–30 Hz
range, the damping should be as high as practicable. Consequently, hydraulically
damped mountings are usually designed to be effective in the lower frequency
range. Figure 2.19 shows the characteristics of a simple conical rubber mounting
produced with rubbers having different damping characteristics. In Fig. 2.20
the low frequency and, in Fig. 2.21, the high frequency characteristics of the
Avon Hydramount are shown.
Dynamic stiffness
Static stiffness
4
Test amplitude - dynamic stiffness ± 1 mm
Loss angle ± 1 mm at 10 Hz
High damped, 10° loss angle
3
Medium damped, 6° loss angle
2
Lightly damped, 2° loss angle
1
20
60
100
140
Frequency, Hz
180
220
Fig. 2.19 Typical characteristics of a typical Avon rubber mounting
Dynamic stiffness
Static stiffness
3
2
1
0
50
100
150
Frequency, Hz
200
Fig. 2.20 Low frequency characteristics of Hydramount
Engine balance
45
500
50
400
40
Stiffness
30
300
20
200
10
Dynamic Stiffness, N/mm
Damping loss angle, deg
Damping
100
0
0
0
4
8
12
Frequency, Hz
16
20
Fig. 2.21 High frequency characteristics of Hydramount
Testing is usually done at an amplitude of ±1 mm at 5–30 Hz and
±0.1 mm at 30–200 Hz. Noise transmission is mostly at amplitudes of less than
0.1 mm, whereas shake is generally at high amplitudes of 0.3 mm or more.
2.24
The Avon Hydramount
Hydramounts are designed to suit each installation, and therefore vary in
detail according to the vehicle to which they are applied. A typical example
is illustrated in Fig. 2.22. Its top cover comprises a conventional conical
rubber mounting crowned by an axial fixing stud, and its base is dished to
house a hydraulic damper assembly clamped between the two. This assembly
includes two diaphragms, the uppermost being clamped between upper and
lower snubber plates, both of which are perforated so that they do not impede
motion of the diaphragm other than to prevent it from being overstretched.
As can be seen from the illustration, the upper snubber plate is on top of
a dished partition, thus closing it and sealing within it the upper diaphragm
and its lower snubber plate. The space between the upper diaphragm and the
dished partition is filled with air, and vented to atmosphere. Apart from this
air space, the whole of the volume between the conical rubber mounting and
a bellow, or convoluted diaphragm, is filled with hydraulic fluid. The hydraulic
chamber above the air chamber contains the working fluid, while that below
is a reservoir.
Deflection of the conical rubber element pumps hydraulic fluid back and
forth through the damping orifice between the upper and lower chambers.
The volume of fluid transferred depends upon not only the amplitude of the
vibration and the size of the orifice, but also on the stiffness of the upper
diaphragm, its area and the travel between the upper and lower snubber
plates. If, however, the amplitude of movement is such that all the fluid
displaced is accommodated only by the deflection of the diaphragm, the
46
Main element
The Motor Vehicle
Snubber plate
Diaphragm
Air vent
Snubber
plate
Damping
passage
Air space
Bellow
Fig. 2.22 In the Avon Hydramount, there is an air chamber between the upper and
lower diaphragms, but the rest of the space between the top conical rubber element
and the lower, convoluted, diaphragm is filled with hydraulic fluid
dynamic stiffness of the mounting will be mainly that of the conical element.
That contributed by the diaphragm will be very small.
If the amplitude of motion increases, the diaphragm snubs out against the
lower perforated plate and fluid transfer, and hence damping, is introduced.
When the upper diaphragm has seated completely on the snubber plate, there
can be no more fluid transfer, so further deflection can be accommodated
solely by the conical rubber element. It follows that the Hydramount is an
amplitude-sensitive device. It is generally designed so that for amplitudes of
less than ±2 mm it has low stiffness and, at larger amplitudes, high damping.
Chapter 3
Constructional details of the
engine
From the outline of the general principles in Chapter 1, and the requirements
as regards balance in Chapter 2, we now turn to the details of construction,
leaving engines having six or more cylinders to Chapter 4. Sleeve valve,
rotary valve, and rotary piston engine constructions will then be dealt with
in Chapter 5.
The conventional layout described in Section 1.10 has become firmly
established, despite attempts to develop for automotive applications others
such as the swash-plate motor, widely used for hydraulic power, and the
Stirling engine, the relatively large size and weight of which virtually rules
it out. The gas turbine, while well established for large power units operating
mainly at constant speeds, has so far defied attempts to develop it in sizes
small enough and of adequate flexibility for quantity production for automotive
applications.
Because the reciprocating piston type has had the benefit of so much time,
effort and money spent continuously on its intensive development over
the century or more since its invention, prospects are indeed remote for a
successful challenge from any alternative power unit. Moreover, to justify
the abandonment of the world’s huge capital investment in plant and equipment
for its production, the potential for gain would have to be of truly major
significance. Another factor is the very large infrastructure that has been
built up, again worldwide, in terms of both experience and equipment for the
maintenance of such engines.
3.1
General engine parts
What may be classified as ‘general’ engine parts will first be described,
followed by the poppet valve and its various possible positions and methods
of operation. General cylinder construction, which depends on the location
of the valves, will follow and, finally, descriptions of typical four-cylinder
engines will be given.
3.2
The piston
The piston performs the following functions—
47
48
The Motor Vehicle
(1) Forms a movable gas-tight plug to confine the charge in the cylinder
(2) Transmits to the connecting rod the forces generated by combustion of
the charge
(3) Forms a guide and a bearing for the small end of the connecting rod,
and takes the lateral thrust due to the obliquity of that rod.
For the designer, the major problem is catering for the variation in operating
temperatures – from starting from cold at sub-zero to maximum output in
tropical climates, as well as the smaller, yet still large, variations encountered
in any one locality. Additionally, the weight of the piston must be kept to a
minimum to reduce vibration and the inertia loading on bearings, and to
avoid friction and other losses entailed in accelerating the pistons in both
directions. Consequently, although cast-iron pistons have been employed, to
minimise the effects of differential expansion between the piston and cylinder,
these are now found only in a few two-stroke engines. This is because of
their superior resistance to the higher temperatures generated in that cycle,
especially adjacent to the exhaust ports.
3.3
Thermal considerations
Almost all modern engines have aluminium alloy pistons. Because the
aluminium alloy is of lower strength than cast iron, thicker sections have to
be used so not all the advantage of the light weight of this material is
realised. Moreover, because of its higher coefficient of thermal expansion,
larger running clearances have to be allowed. On the other hand, the thermal
conductivity of aluminium is about three times that of iron. This, together
with the greater thicknesses of the sections used, enables aluminium pistons
to run at temperatures about 200°C lower than cast-iron ones. Consequently,
there is little or no tendency for deposition of carbon – due to thermal
breakdown of lubricant – beneath the piston crown or in ring grooves. So
important is this that sections thicker than necessary for carrying the mechanical
loads are in many instances used to obtain a good rate of cooling by heat
transfer.
The thermal flow in a piston is from the crown, out to the ring belt,
whence the heat is transferred through the rings to the cylinder walls and
thence to the coolant. A small proportion is transferred down to the skirt and
then across the bearing surfaces – between the skirt and cylinder walls – but
this is not of such great significance, partly because of the relative remoteness
of the skirt from the source of heat and partly its fairly light contact with the
cylinder walls. Some heat is also taken away with the lubricant but, again,
this is not a very significant proportion unless the underside of the crown is
positively cooled by a jet of oil or some other system. Highly-rated engines
– for example, some turbocharged diesel units – as well as engines with large
diameter pistons and those operating on the two-stroke principle, may have
oil-cooled pistons.
3.4
Design details
Some typical pistons for heavy-duty engines are illustrated in Figs 3.1 and
3.2. From Fig. 3.1, it can be seen that thick sections are used and there are
no abrupt changes in section which could form barriers to heat flow. The aim
Constructional details of the engine
Fig. 3.1
49
Fig. 3.2
has been not only to keep local temperatures below the level at which the
mechanical properties of the material begin to fall off significantly but also
to maintain fairly uniform thermal gradients to avoid thermal fatigue cracking,
especially adjacent to exhaust valves.
In Fig. 3.2 is illustrated a multi-piece oil-cooled piston, which may have
either a forged steel or a Nimonic crown. Oil in this instance is taken up an
axial hole in the connecting rod and, through a spring-loaded slipper pickup, into the space between the crown and skirt portions. It drains back
through holes not shown in the illustration. With this design, the two parts
are secured together by set-bolts inserted from above, so the crowns can be
removed for attention in service without disturbing the remainder of the
reciprocating assembly.
For light duty engines it used to be common practice to employ pistons
the skirts of which were split by machining a slot up one side. The object was
to enable the cold clearance between skirt and cylinder bore to be reduced
without risk of seizure when hot. Later, as ratings increased, T-shaped slots,
as illustrated in Fig. 3.3 were used, the head of the T exercising an influence
over thermal flow as well as on the resilience of the skirt under radial
compressive forces. Nowadays engines are generally too highly rated for Tslotted skirts. The modern equivalent is the piston with slots machined through
the base of its bottom ring grooves. In some instances, the ends of these
extend a short distance downwards, as in Fig. 3.4 which shows the Hepolite
W-slot piston.
More highly-rated engines, on the other hand, have no slots, being of
what is termed the solid skirt type. In many instances, these have steel
A
A
B
F
C
E
D
E
C
D
Fig. 3.3 Early light alloy piston