Types Of Motors
There are certain events that must happen in a gasoline motor before the engine will run of its own accord. For instance, to obtain successive power impulses, the charge must first be admitted to the cylinder and compressed; it must then be ignited to form the explosion that creates the force at the flywheel; and the burned gases resulting from this explosion must be ejected in order to clear the cylinder for the new charge. To accomplish this series of events, some motors require four strokes, while others do the business in two. These are popularly called four-cycle and two-cycle motors, respectively.
A cycle, of course, can be any round of events, such as a cycle of years-at the end of which time the previous happenings are scheduled to repeat themselves. But in gas engine parlance a cycle is taken to mean the round of events from, say, the explosion of one charge to the ignition of the next. Thus, it will be seen that the four-cycle motor requires four strokes of the piston to accomplish its round of events, and is, properly, a four-stroke cycle motor. Likewise, the so-called two-cycle motor requires two strokes to complete its cycle and should therefore be termed a two-stroke cycle motor.
If this longer terminology could be adhered to, there would be less misunderstanding of the meanings of two- and four-cycle, for when taken literally, these abbreviated forms signify absolutely nothing. Usage seems to have made them acceptable, however, and if the reader will but remember that four-cycle, for instance, means four strokes per cycle, the term becomes almost as simple as does "four-cylinder."
It is evident that there are two strokes for each revolution of the flywheel-one when the crank is forced down and the other when the crank moves up. As the piston is attached to the crank through the medium of the connecting rod, the strokes are measured by the motion of the piston. Thus, since it requires four strokes of the piston to complete the round of events in the four-cycle motor, the explosions occur only at every second revolution of the flywheel. In this connection it must be remembered that we are dealing with but one cylinder at a time, for a four-cycle engine is practically a collection of four single-cylinder units.
But even though the explosion in a four-cycle motor occurs only every other revolution, the engine is by no means idle during the interval between these power impulses, for each stroke has its own work to do. The explosion exerts a force similar to a "hammer blow" of several tons on the piston, and the latter is pushed down, thus forming the first stroke of the cycle. The momentum of the flywheel carries the piston back again to the top of its travel, and during this second stroke all of the burned, or exhaust, gases are forced out and the cylinder is cleaned, or "scavenged." The piston is then carried down on its third stroke, which tends to create a partial vacuum and sucks in the charge for the next explosion.
On the fourth, and final, stroke of the cycle the piston, still actuated by the momentum of the flywheel, is pushed up against the recently-admitted charge and compresses this to a point five or six times greater than that of the atmosphere. At the extreme top of this last stroke, the spark is formed, causing the next explosion, and the events of this cycle are repeated.
Now, inasmuch as on one up-stroke of the piston the charge must be held tightly in place in order that it may be compressed, and on the next up-stroke a free passage must be offered so that the exhaust gases may be forced out, it is evident that a valve must be used as a sentry placed at the openings to restrain the desirable gas from escaping and also to facilitate the retreat of the objectionable exhaust. Likewise, the force of the explosion must be confined to the piston on one down-stroke in order that all of the energy may be concentrated at the crank, while on the succeeding down-stroke a free passage must be afforded to the charge so that it may be sucked in through the carburetor. Consequently a second valve must be used to control the inlet passage on the down-strokes and prevent the escape of the force of the explosion through an opening that was intended as an entrance for the fresh charge. Thus valves are a necessity on all motors in which successive similar strokes of the piston do not perform the same operations.
As quadrupeds and bipeds form the two great divisions of the animal kingdom, so is the motor separated into the two main classes of four-cycle and two-cycle engines. Even though to all exterior appearances, the two types of motors may be identical, the distinction, to the engineer, at least, is as marked as is the difference between a stork and an elephant. The difference is somewhat reversed, however, in that, while the elephant has double the number of legs of the stork, the four-cycle motor has but one-half the number of power impulses of its two-cycle cousin at the same speed.
In other words, there is an explosion in each cylinder of the two-cycle motor with every revolution of the flywheel,-instead of with alternate revolutions, as is the case with the four-cycle type. But the number of events necessary to produce each explosion must be the same in both types of motors, and consequently it is only by "doubling up" and performing several operations with each stroke that the two-cycle motor can obtain a power impulse with each revolution of the flywheel.
Starting with the ignition of the charge, as in the four-cycle motor, let us see how the events are combined in the two-cycle type so that all will occur within the allotted two strokes. Directly after the explosion there is but one event that can happen if this force has been properly harnessed, and that is the violent downward travel of the piston. Just before the bottom of this downward stroke is reached, however, an opening is uncovered through which the exhaust gases can expend the remainder of their energy-which by this time has become greatly reduced. Immediately after this another passage is uncovered and the charge is forced into the cylinder under pressure, thus helping to clear the cylinder of the remainder of the exhaust gases.
All of this takes place near the end of the down-stroke; and at the beginning of its return, the piston closes the openings previously uncovered for the passage of the exhaust gases and incoming charge, and then compresses the mixture during the remainder of its up-stroke. Thus the suction stroke and the "scavenging" stroke of the four-cycle motor are dispensed with in the two-cycle type and every downward thrust of the piston is a power stroke.
The two-cycle motor has been used in several notable instances with great success on motor cars, but by far the larger majority of automobile power plants are of the four-cycle type. In view of the wonderful simplicity of the two-cycle motor, its small number of moving parts, and its more frequent power impulses, it may well be asked: "Why is this not in more popular use on the motor car?" The four-cycle motor has but one power stroke out of every four, while only alternate strokes of the two-cycle motor consume power without producing any.
This would seem to indicate that, for equal sizes and weights, the two-cycle motor would produce twice as much power as the four-cycle type-and this is true theoretically. But the four-cycle motor devotes an entire stroke to forcing out the exhaust gases, or scavenging, and another entire stroke to drawing in a fresh charge, and it is evident that these operations can be done much more effectively in this manner than when combined with several other events following each other in such rapid succession as is the case with the two-cycle motor. In the two-cycle motor the incoming charge must be diluted to a certain extent with the exhaust gases which have not been entirely expelled, and the intake valve port is uncovered for so short a time that unless there has been very high compression in the base, the cylinder cannot be entirely filled with the explosive mixture at high speeds. This is described in greater detail in the last chapter of this volume. Thus, while admittedly simpler in construction and operation than the four-cycle, the two-cycle motor in its ordinary forms does not obtain quite as high an efficiency from the fuel as does its more complicated cousin. Each type has its distinct use, however, and in many instances in which low initial cost and simplicity of design are more desirable than are economy of fuel and high efficiency of operation, the two-cycle motor stands supreme.
The sentries that stand guard over the passages through which the gases make their entrance and exit may appear in a variety of guises, but they determine the shape of the cylinders of a motor and divide the four-cycle engine into a number of classes. For instance, if the valves controlling the admission of the explosive mixture are placed on one side of the cylinders and those officiating over the exit of the exhaust gases are located on the opposite side, the motor is known as the "T-head" type because of the shape of its cylinders.
All valves that are placed at the side of the cylinder must operate in pockets so as not to interfere with the movement of the piston. These pockets are cast with the cylinder and form a projection at its side near the top. When these projections are cast on opposite sides, a cylinder having the shape of the letter "T" is formed, while if the valves operate on the same side, the single projection forms a cylinder having the shape of the inverted letter "L." Hence cylinders having valves on opposite sides are called "T"-head motors, while "L"-head motor is synonymous for an engine having "valves on the same side."
When the valves are placed in the head, there is no need of separate pockets, for these valves operate from above and do not interfere with the movement of the piston. There may be a combination of these positions, one set of valves being placed in the head and the others at the side. This is known as the "inlet in head, exhaust at side" type-or vice versa, as the case may be.
The valve that has been in almost universal use in motor cars is known as the "poppet" type, as distinguished from the sliding and rotary styles. As evidenced by its name, the poppet valve is pushed or lifted from its seat, and thus the full area of the opening to the passage is made available almost immediately. The poppet valve is lifted by a cam, the shape of which determines the relative speed of operation of the valve, and is returned to its seat by a stiff spring. The nature of the contact that the valve makes with its seat depends upon the condition of the surfaces and is the deciding factor as to whether the joint is completely air-tight or not.
When the exhaust valve is opened, its head is thrust directly in the path of the hot, out-rushing gases; these same gases also swirl around the edge of the seat. The excessive heat and the particles of carbon that are often found in the exhaust gases tend to corrode and build a deposit on the edges of the valve and its seat, thus eventually preventing perfect contact from taking place. This makes necessary the grinding of the valves-an operation that is familiar to the majority of motor car owners and drivers.
While the poppet valve motor is still used on the majority of automobiles, a new and radical type of valve mechanism has been giving successful results. This is known as the sliding sleeve type of motor, and while it has been used for several seasons in Europe, 1912 saw its adoption for the first time in America. The sleeve motor, it must be understood, is of the four-cycle type, the events occurring in the same order as on any ordinary automobile motor, and the only difference lies in the nature of the valves that control the openings of the exhaust and inlet passages. That this difference is great, however, will be realized when it is understood that the valves consist of two concentric shells, in the inner one of which the piston reciprocates. In other words, two hollow cylinders line the interior of the cylinder casting and replace the poppet valves and pockets of the more familiar type of motor.
These sleeves, or shells, or hollow cylinders-or whatever name it is chosen to give them-slide up and down in the same line of action as that of the piston. A port, or slot, is cut near the top on opposite sides of each of the shells. These four ports are so arranged that one set opens directly opposite the intake passage, while the other opens by the exhaust manifold entrance. When it is said that these ports open, it is meant that similar slots in the two sleeves come opposite each other, or "register," so that an unobstructed passage for the gas is offered. The port in one sleeve may be opposite the intake pipe entrance, but if the slot in the other sleeve does not correspond with this, the passage is effectively closed.
Thus it will be seen that the ports are opened and closed by the movement of the sleeves in opposite directions. For example, just before the opening of the intake port, the inner sleeves will be traveling upward while the outer shell moves downward, and the slots in the two shells will be opposite each other at the instant that they pass the inlet pipe. This gives a much quicker opening than would be the case if one shell stood still while the other moved downward, and it is because the slots approach each other from opposite directions that this motor can be run efficiently at high speeds.
Inasmuch as this is a four-cycle motor and the explosions occur in each cylinder but once during every two revolutions of the flywheel, each sleeve makes but one stroke for every two of the piston. The sleeves are operated by eccentrics attached to a shaft driven at a two-to-one speed by the crank shaft of the motor, and as they are well lubricated there is but very little friction generated between them and the piston. In fact, it has been shown that the power required to operate the sleeves, when well lubricated, is considerably less than that consumed by the springs and valve mechanism of the poppet valve motor, for the reason that the former type of valve does not open against the pressure of the exhaust, as is the case with the ordinary gas engine valve.
Besides the two- and four-cycle divisions, a motor is known by the arrangement of its cylinders and is classified as "cylinders cast separately," "cast in pairs," or "triple cast," according to whether there are one, two or three cylinders to a unit. The last-named type is not as common as are the "pair-cast" cylinders and of course can only be used on six-cylinder motors.
When all of the cylinders of a motor are cast in one piece, the engine is known as a "bloc" motor. This is a type that has come into popular use for small and medium-sized power plants during the past few years on account of the simplicity of its construction and the smooth and compact design that is rendered possible. Of course it may be argued that, with such a design, the entire set must be replaced if a single cylinder is damaged, but castings have been so improved that an accident or imperfection requiring the renewal of a cylinder is very rare.
It is evident that, beyond a certain size of cylinder, a bloc casting becomes too bulky to be handled conveniently, and as the entire casting must be removed when it is desired to reach the connecting rods, crank shaft, or piston rings, a motor so designed will seldom be found that develops more than forty or fifty horsepower. This type of casting is found on some six-cylinder cars, however, but it is naturally only the "light sixes" that will use such a motor.
Above six-cylinders, a motor is usually arranged with its power units set at an angle on either side of the vertical, thus forming the V-shaped motor. Several eight-cylinder motors are so constructed, the units being arranged four on a side and each set placed at an angle of about thirty degrees from the vertical. This gives the effect of two four-cylinder motors placed side by side and operating on the same crank shaft.
In order to make the motor as compact as possible, the cylinders are "staggered;" or, in other words, the cylinders of one set are placed opposite the spaces between the units of the other. It will be seen that the V-shaped design of motor shortens the power plant and enables it to be set in a much smaller space under the bonnet than would be the case were the cylinders placed one in front of the other, as in the four- and six-cylinder types.
As a rule, the two-cylinder, four-cycle motor is of a different type from its four- and six-cylinder cousins, and is known as a "horizontal opposed" engine. In such a motor, the cylinders are set lengthwise and the pistons operate opposite each other in such a manner that a "long, narrow, and thin" power plant is obtained that is especially well-suited for a location under the body of the car. In fact, this horizontal motor, which may, of course, be of the four-cylinder type, is the only shape that can well be used under the body or seat of a touring car. In some small runabouts, however, the "double-opposed" motor is used to good advantage under the forward bonnet, as in the "big fellows."
There are, of course, many other features of design that serve to differentiate one automobile power plant from another, but these are details that do not serve to classify the motor, and the man who knows whether his machine is two- or four-cycle; poppet or sleeve valve; separate, pair, or en bloc cylinder castings; and "T"- or "L"-head shape will have at his fingers' ends distinctions that would have "floored" the salesman of a few years ago.
Valves
It has been stated in the preceding chapter that the valves of the gasoline motor are the sentinels placed on guard at the entrance to and exit from each cylinder to make certain that the mixture follows its proper course at the proper time.
Therefore, if we accept the definition that a valve is a mechanical appliance for controlling the flow of a liquid or a gas, strictly speaking no such thing as a "valveless" motor exists. Two-cycle motors are sometimes said to be valveless because of the fact that the movement of the piston automatically regulates the flow of the exhaust and intake gases, but in this case the piston is in reality the valve. On the four-cycle motor, however, like events take place only on alternate strokes in the same direction, and consequently some controlling mechanism that operates but once for every four strokes of the piston is needed to time the flow of the gases.
As has been stated in the previous chapter, the most common form of valve is known as the poppet type from the fact that its action is a lifting one. Such a valve may be located in a projection cast on either side of the top of each cylinder, or it may be inverted from this position and placed in the cylinder head. When in the former location, the valve is opened by an upward push on the rod to which it is attached at its center, while a valve placed in the cylinder head is forced down to allow the escape or entrance of the exhaust or intake gases. The ordinary type of poppet valve is somewhat similar in shape to a mushroom, having a very thin and flat head and a slender stem. The disc portion of the valve is known as its head, while the rod forged with the valve and by which the head is raised and lowered is called the stem.
The projections cast in the cylinders of a "T"-head or "L"-head motor, and in which the valves are placed, are known as the valve pockets. Valves so located are lifted by a direct upward push caused by the rotation of a cam and are returned to their closed position by means of the extension of a stiff spiral spring surrounding each valve stem. It is only the outer edge of the lower side of the valve head that comes in contact with the surrounding surfaces of the opening which is closed when the valve is returned to its ordinary position by the spring.
This surface of contact surrounding the opening is known as the valve seat, and it is this, together with the edge of the valve which rests against it, that must be ground smooth in order to insure a tight joint when the valve is closed. On the majority of poppet valves the edge of the head and the seat against which it rests are beveled to an angle of approximately forty degrees in order to conform to the natural direction taken by the gases when they are admitted or expelled. In a few cases, however, the seat angle is ninety degrees, which means that the edge of the head is ground flat, or straight, at right angles to the stem.
One of the chief advantages found in the use of a poppet valve is the fact that a large opening can be obtained after the valve head has been raised but a comparatively short distance. This means that the valve stem need travel only a fraction of an inch between the full open and the full closed position of the valve and that the operating mechanism for obtaining this lift is simple. Practically every poppet valve, therefore, is lifted by means of a cam, which is a thick, irregularly-shaped piece of steel mounted on a shaft known as the cam shaft. If the end of the valve stem, or a rod connected to it, is held against the periphery of the cam while the latter is revolved by its shaft, the valve will be forced up, or away, rather, an amount corresponding to the increase in distance between the periphery of the cam at this point of contact and its axis.
In other words, if the cam were a true circle with its axis passing through its center, there would be no motion of the valve, for all points of the periphery of a circle are at the same distance from the center. Consequently a portion of the periphery of the cam is extended in the shape of a "nose," the projection of this beyond the smallest diameter of the cam being the distance that the valve will be lifted when this point of the cam surface comes in contact with the stem or push rod. The broader, or more blunt, the nose of the cam, the longer will the valve remain open as the cam shaft is revolved, while the "slope" of the sides of the nose determines the rapidity with which the valve will be pushed out and back. Inasmuch as the valve should remain closed throughout two-thirds or three-quarters of every two revolutions of the flywheel, the greater part of the periphery of the cam is circular, or at the same distance from the axis at all points.
As has been mentioned before, the cam serves only to lift the valve, the return of the latter to its seat being obtained by the force from a spring that is coiled around the stem. Thus the spring holds the end of the push rod at all times against the periphery of the cam. This push rod, in some instances, is a small bar of special steel that slides in guides of long-wearing bearing alloy. The upper end of the push rod is in contact with the lower end of the valve stem, while its other extremity is oftentimes designed in the form of a small steel roller that thus serves to create a rolling contact with the periphery of the cam.
In other designs, the lower extremity of the push rod may be in the form of a specially-hardened steel pin with a rounded end, while still a third type consists of a flat disc slightly "offset" on the end of the push rod so that various points of its surface will come in contact with the periphery of the cam and the wear will be evenly distributed. Whatever the particular design, however, the cam is well lubricated and both it and the push rod are intended to last as long as any part of the motor.
Many motors are designed with one valve at the side and the other, usually the intake, in the head. There are also many motors manufactured that have both the intake and the exhaust valves located in the head, in which case the valve pockets, or projections, are eliminated. Such valves may be operated by the same type of cams and cam shaft as those used to open the valves at the side. As the opening of a valve located in the head is downward, however, the motion produced by the cam on the push rod must be reversed in direction. This reversal of motion is obtained by means of a lever mounted at its center and placed in contact with the upper extremity of the push rod at its outer end. The other end of this lever operates in contact with the end of the valve stem, and thus an upward push on the rod is converted into a downward thrust on the stem. This lever that reverses the direction of the push rod motion is known as a rocker arm and is mounted in a yoke cast with the cylinder head.
Inasmuch as a spring is used to keep the valve tightly closed when the cam is not lifting the latter, it is the contact of the valve head with its seat that must form the stop to the motion of the spring. It will be seen that the force of the spring is communicated through the valve stem to the push rod, and thence to the periphery of the cam when the latter is in a position to lift the valve. The push rod should not be forced tightly against the periphery of the cam when the valve is closed, however, for this would prevent perfect contact between the valve and its seat. Consequently there should be a certain amount of "play" between the end of the push rod and valve stem so that it will be certain that the head is forced against the seat with the full power of the spring and without the cam serving as a stop.
On the other hand, this play should not be too great, for the cam and push rod will then move an appreciable distance before the valve is raised. This will cause the opening of the valve to occur late and will reduce the distance that the stem is raised, thus restricting the size of the opening. Furthermore, an undue amount of play between the ends of the push rod and stem will result in a pound or "hammer blow" between the two that is liable to wear the surfaces rapidly.
The "happy medium" that will give the best results may be obtained by properly setting the small valve "tappets" that are secured to the end of the stems or push rods. By turning the nut of the tappet in one direction, the length of the push rod will be reduced, while the reverse operation will increase the length of the rod or stem. This is primarily intended for taking up any wear that may occur at the ends of the push rod or valve stem. In the case of engines having the valves in the head, the long push rod of each valve should be so loose as to move perceptibly when shoved up and down by the thumb and finger.
When the rocker arm is pressed down against the valve stem, the space between the other end of the rocker arm and the push rod should be sufficiently wide to admit a piece of tissue paper. The same test may be made in connection with valves located at the side, after first ascertaining that the end of the short push rod is resting firmly against the periphery of the cam. The play will be apparent, of course, only when the valve is tightly closed, and in order to make certain that their cams are in the "inactive" position, the piston should be set at the beginning of the explosion stroke when testing the intake or exhaust valve. This is at the point of ignition and is the time at which both valves should be tightly closed.
The cam shaft to which the cams that operate the valves are attached is generally placed inside the crank case. If the motor is of the "T"-head type, having valves on opposite sides of the cylinders, the cam shaft operating the exhaust valves will be found on one side of the crank case, while that for opening the inlet valves will be located on the other. If the motor is of the "L"-head type, all the cams will be placed on the one shaft. The cams are sometimes forged with their shaft in a solid piece, while in other designs they are keyed in place, but whatever type is used, the cams and their shaft may be considered as integral with each other.
The cam shafts are generally driven by a gear meshing with a smaller one attached to the front end of the crank shaft of the motor, which forms one of the forward train of gears that are enclosed in an aluminum case. If the cam shaft is driven at the same speed as is the crank shaft of the motor, it will be seen that the valves will open once at every revolution of the flywheel. In a four-cycle motor, however, the explosion and other events occur but once in each cylinder for every two revolutions of the flywheel, and consequently the cam shaft must be driven at one-half the speed of the crank shaft.
To obtain the proper speed ratio, each cam shaft is driven by a "two-to-one" gear, which means that the gear on the end of the crank shaft has but one-half as many teeth as have those attached to the cam shafts. There is thus one revolution of each cam shaft gear for every two of the crank shaft gear, and consequently each cam shaft is driven at the required half speed.
The cam shafts may be driven by a chain, the links of which fit over teeth cut on sprocket wheels, but there must always be a constant relation between the position of the cam shaft and that of the crank shaft. This constant relation is necessary in order that the valves will open and close at the proper points during the travel of the piston. For example, the exhaust valve should open toward the end of the explosion stroke in order to allow the burned gases to be forced out, and the cam for operating this valve should always be in the lifting position at exactly the proper moment.
If the cam shaft is not positively driven, this position may change and the exhaust valve might be opened at the beginning of the ignition of the charge, in which case the force of the explosion would be wasted almost entirely. On the other hand, the inlet valve should open at about the beginning of the suction stroke in order that the fresh charge may be drawn in by the downward travel of the piston; it is evident that this cannot be opened at any other time without a resulting loss in the power developed by the motor.
The proper timing of the action of the valves is consequently one of the most important adjustments of a motor. When the motor is assembled and tested at the factory, the valves are properly timed and there is no possibility that they will require further adjustment in this respect until after the engine is "taken down" for the purpose of cleaning or the renewal of a broken part. If it should ever become necessary to remove one of the cam shafts or any of the gears constituting the forward train, the greatest care should be taken to make certain that all are returned to exactly their original position. A difference of one tooth in the relative meshing of the gears may result in a loss of fifty per cent. of the power developed by the motor.
Absolute rules for the proper timing of the valves cannot be given here, for various motors are designed with slightly different positions at which the exhaust and inlet valves should be opened and closed. A cam shaft should never be removed, however, without first marking the intermeshing teeth of its driving gear and those of its companions. This may best be done by means of a small prick punch which, when tapped lightly with a hammer, will make a permanent mark at the desired point on the surface of the gear. If the motor is of the "T"-head type, having its valves operated by two cam shafts, care should be taken to designate the right and left-hand gears so that their positions will not be reversed if both have been removed at the same time.
A safe method to pursue is to indicate the right-hand gear with one punch mark, while two should be used for the gear at the left. Three teeth should be marked on each pair of intermeshing gears. That is, a tooth on one gear should be marked, and then each of the teeth between which it meshes on the other gear. The second cam shaft gear should be marked before the motor is turned.
As has been stated, the cams on many motors are forged integral with their shafts, and there is consequently no possibility of the removal of one from the other. Those cams which are keyed to their shafts are accurately and rigidly set and the keyways so cut that there is slight chance of a mistake in returning a cam that has been removed. It should seldom be necessary to remove a cam from its shaft, however.
Many motors are provided with timing marks on the flywheel to indicate the positions of the latter at which the valves of the various cylinders should open and close. In connection with these marks a pointer attached to the crank case and indicating the top of the flywheel is used. When the line on the flywheel marked, for example, 4 Ex 0, is under the pointer, it indicates that the exhaust valve on the fourth cylinder should be about to open. If the motor is turned but very little beyond this point, a lifting should be felt at the proper push rod or valve stem.
It is well to test the setting of the valves occasionally by means of these marks, for wear at the rocker arms, the push rods, the valve stem, or the cam travelers will result in unevenly-timed valves. It should be remembered that it is the valve itself that should open after the proper mark on the flywheel has been passed, and that the movement of a long push rod is not sufficient evidence that the valve is beginning to leave its seat. There may be so great an amount of lost motion between the push rod, cam, rocker arm, and valve stem that the flywheel may be turned several degrees beyond the proper point before this "play" will be taken up and the valve itself will begin to move.
Although the timing of a motor may be given in inches of piston travel beyond a certain dead center, at which point an exhaust or inlet valve should open or close, it is generally expressed in degrees of flywheel revolution. Suppose, for example, it is said that the inlet valve should open ten degrees after the beginning of the suction stroke. This would indicate that the flywheel should be turned through an arc of ten degrees from the point at which the piston is at its upper dead center before the inlet valve for that particular cylinder should begin to open. Expressed in terms of flywheel revolution, the total travel of the piston during each stroke is 180 degrees, and as in the proximity of its dead centers the piston moves but a short distance in comparison with the size of the arc through which the flywheel swings, valves may be set very accurately by this method.
Not all cam shafts for operating the valves are located in the crank case. On several designs of motors the cam shaft extends along the top of the cylinders and is driven by a vertical shaft and two sets of bevel gears. On such motors both inlet and exhaust valves are located in the cylinder heads, and owing to the proximity of the cam shaft, but short push rods and valve stems are needed. The valves are sometimes operated by means of a bell crank or rocker arm that acts directly against the cam surface and end of the valve stem.
On some designs a double cam is used which serves to operate both the inlet and exhaust valves of the cylinder. The bearings and cams of such a shaft are generally enclosed in oil and dustproof casing screwed to the top of the cylinders. Such a cam shaft should never be dismounted without first marking intermeshing teeth of all spur and bevel gears that are concerned in its operation.
All poppet valves must be accessible and readily removable for the purpose of cleaning and grinding the contact surfaces of the head and seat. The pockets in which the valves placed at the side of a cylinder are located are generally provided with large screw plugs at the top. Such a plug may be removed with a heavy wrench, and as the opening which it fills is larger than the head of the valve, the latter may be removed after first loosening the spiral spring surrounding its stem. It is not necessary to remove the valve entirely from its pocket in order to grind its surfaces, but the pin holding the spring stop in place must be withdrawn so that the tension of the spring on the valve will not be so great as to prevent the latter from being lifted to permit the introduction of the abrasive and turning the head with the grinding tool.
Valves located in the head of the cylinder must be removed entirely before their surfaces can be ground. This, however, is not a difficult operation, as the valve and its seat are generally placed in a removable "cage" that either screws in place or is held firmly in position by means of a clamp or like device. Inasmuch as the seat is contained in this removable cage in which the valve operates, the grinding may be done at a work bench or on the bed of any convenient tool, independently of the location of the motor.
If a valve seems sluggish in its action at high speeds of the motor, it is possible that its spring has become somewhat weakened. These springs are designed to be exceedingly stiff and heavy, some of them requiring a pressure of two hundred and fifty pounds to compress the coils one inch. With such a spring, a special tool is required to compress it sufficiently to enable the valve to be removed. A spiral spring that has become weakened may sometimes be strengthened by "stretching," but it is not to be supposed that this would be of great avail in the case of a spring as heavy as those used on some valves. If, however, a flat tool is introduced between the various coils and each is separated slightly so that the ultimate length of the entire spring is greater than it was formerly, it will exert a more powerful force on the valve when it is returned to its place surrounding the stem.
Stiffening the spring, however, will be of but little help if the stem or push rod is tight in the guides through which it slides. These guides are often made of a special bearing bronze and are designed to withstand a large amount of wear, but the friction surfaces must be lubricated if satisfactory service is to be obtained. The lower guide is generally lubricated by the oil from the cams, while the guide near the valve may receive its oil from the engine cylinder. It is not necessary that these guides shall be packed or that they shall be particularly tight, as they are not called upon to retain any gas or air pressure, but they must hold the stem and rod sufficiently rigid to prevent any perceptible side motion and thus cause imperfect seating of the valve. In replacing valve stems and push rods, it should be made certain that each works freely in its guide before the spring is installed. If there is a slight tendency for the guide to grip the rod or stem, the latter should be smoothed with emery paper at the point at which it comes in contact with the guide and plenty of oil applied until the surfaces are well "worked down." As the distance that the rods and stems travel through the guides is comparatively short, the wear is slight and only a small amount of lubricant is needed, provided the rubbing surfaces are smooth and well-fitted to each other.
The mechanism of a sleeve valve motor is slightly different from that of the poppet valve type. Each sleeve is operated by a connecting rod and eccentric mounted on a shaft driven by a chain or gears from the crank shaft of the motor. The eccentric replaces the cams of the poppet valve motor, and as it must maintain a certain relation with the position of the piston in order that the operation of the valves shall be timed correctly, the same care must be observed in replacing the eccentric shaft with the proper teeth of the sprocket or gear in mesh as has already been described in connection with the cam shaft of the poppet valve motor.
Bearings
In the general meaning of the term, a bearing is any part that carries weight or pressure and at the same time rubs over another surface. According to this definition, the portion of the cylinder walls traversed by the pistons are bearings, and that is in reality the case, but the term has come to be applied more specifically to the part of the machine in which another part revolves, either continuously or intermittently. Thus the portions of the crank shaft on which it is supported and the parts of metal in which they revolve combine to form the crank shaft bearings. The shaft or stud on which a gear or wheel is mounted and on which it revolves is the bearing of that gear or wheel.
Although they are concealed, as some six-cylinder motors may be provided with as many as three dozen, or more, bearings-if we consider those on which the cam, pump, and magneto shafts and the gears are mounted- but what descriptions, rules, and precautions apply to all hold true in the largest sense when the crank shaft, connecting rod, and wrist pin bearings only are considered. It is on this latter class that the greatest wear of the motor is concentrated, and the owner who understands and inspects these need fear no trouble from the cam shaft and gear bearings.
The expert will judge of the condition of a motor by the wear that has occurred in the bearings rather than by any exhibition of temporary power that it may develop in a short test, and it is for this reason that the "general public" runs a risk whenever it buys a second-hand car that has not been thoroughly overhauled by a reputable factory or inspected by a competent engineer. The bearings are in reality the vitals of the motor, and when these are worn beyond the point of easy adjustment or renewal, the repairs necessary to place the machine in good condition would oftentimes cost more than the entire engine is worth. But even in a badly-worn motor, the bearings may be "taken up" and "doctored" so that, for a while at least, the engine will seem to run perfectly and develop its full power. This will not be for long, however, and soon the motor will begin to pound, knock, and rattle until an examination will bring to light the true condition of the bearings.
In no machine are the bearings subjected to more severe usage than in the automobile motor. In order that the motor car power plant shall be light in weight and occupy but a small amount of space, the power must be transmitted at high speeds. In many an automobile motor, the pressure imparted to a single bearing during a certain portion of its revolution may frequently be well over two tons, and in this same bearing, the "speed of rubbing" may approach eight or nine hundred feet per minute. In other words, at normal speeds of the motor, about a sixth of a mile of steel surface will rub over a certain point in each crank shaft bearing during every minute that the engine is running.
When properly lubricated, an iron or steel shaft will run in almost any kind of a metal bearing that is sufficiently strong to carry the weights and pressures imposed upon the shaft. The friction generated between two different metals that rub against each other, however, varies according to the composition of those metals, and consequently it is advisable to employ some material for a bearing that will offer a minimum resistance to the turning of the shaft. Friction must be reduced between all moving surfaces in order that the mechanical efficiency of the machine shall be high, and it is in the bearings that a large amount of power may be absorbed.
But even between the best-lubricated surfaces, employing the most efficient metal as a bearing, some wear is bound to occur. The crank shaft of a four- or a six-cylinder motor is forged or sawed from one piece of steel, and with the accurate machining, finishing, and grinding to which it is subjected, it becomes an expensive part of the engine. Consequently it is advisable that the wear of bearings of such parts shall be restricted to the "boxes" or surrounding stationary metal in which the shaft revolves at these points. In order that all wear shall occur here, rather than in the shaft, the boxes are made of or lined with a softer metal. If the crank shaft is of hard steel, the bearing metal may be of brass or bronze, but it has been found that babbitt metals give the most satisfactory service for such conditions-particularly as a sufficiently hard crank shaft is difficult to produce commercially.
Not only is a babbitt metal softer than the steel of the shaft and consequently receives practically all the wear of the bearing, but it has the added advantage of melting at comparatively low temperatures. At first thought, this may seem like a doubtful advantage, but in case of a failure of the oil supply to that bearing, this characteristic may be the means of saving the crank shaft, and possibly the crank case, cylinders, and connecting rods, from rack and ruin.
The purpose of lubrication is to reduce friction between the two surfaces in contact. Friction generates heat, and consequently the temperature of a bearing to which a sufficient supply of oil is not delivered will be raised to a very high point. This high temperature will cause both parts of the bearing to expand, with the result that the fit becomes very tight and the shaft binds or "seizes" in its box. This is the familiar "hot box," so often the bane of railroad men, and if the shaft is still run under these conditions, the bearing material will be torn out and the surface of the shaft, axle, or whatever the revolving portion happens to be, will be cut and abraded, oftentimes beyond the possibility of repair. It is such accidents as these that are prevented by the use of an easily-melted babbitt metal.
If the oil supply becomes insufficient so that the temperature of the bearing is raised above a certain point, the babbitt metal will be melted and will run out of its container before any damage can be done to the shaft. Efficient running cannot, of course, be obtained with the bearing "burned out" in this manner, but the babbitt is quickly and easily renewed and serves as a sort of fusible safety valve that saves many an expensive crank shaft replacement.
Babbitt metals may be of various compositions and proportions and many contain lead, but those which have been found to give the best results for use on the crank shafts of automobile motors are composed only of tin, antimony, and copper. If lead is used at all for this purpose, it should not appear in proportions above one per cent of the total composition. Inasmuch as a babbitt metal will fuse at a comparatively low temperature and is much softer than steel, it is obvious that such a material will not withstand heavy pressures unless reinforced and is unsuited for structural purposes. Consequently the babbitt is placed in the bearing box in the form of a thin lining within which the shaft revolves.
When the shaft is "lined up" in the box, the hot babbitt metal may be poured in until the space is entirely filled. When the babbitt cools, the shaft may be turned, and when lubricant has been introduced in the oil grooves which should have been provided for the purpose, the new bearing will be ready for use. It is not to be expected that the majority of motor car owners will rebabbitt the crank shaft bearings themselves, but it is necessary to understand the general principles of such bearing design in order to inspect the motor intelligently and to determine upon the repairs needed.
The above method of renewing "burned out" bearings applies to babbitts in general, but the severe usage that automobile engine crank shaft and connecting rod bearings are called upon to withstand necessitates the exercise of a certain amount of additional care. It is necessary that the box shall fit the shaft perfectly, so that there can be no "play," and yet the shaft must be allowed to turn easily within its surrounding babbitt metal.
As was stated above, the shaft may be easily loosened from the babbitt metal after the latter has cooled, and this would form a satisfactory type of bearing were it not advisable that some means be supplied by which the wear could be taken up without renewing the entire babbitt lining. The bearing boxes of the crank shaft are each made in two halves, the lower portion being cast integral with the crank case, while the upper half is in the form of a separate cap that may be held in place by two or four bolts. In this case, it is necessary that the boxes shall be in two sections, for the shape of the crank shaft prevents it from being slid into place lengthwise, and consequently it must be placed on its bearing from the top. In some designs of motors the bearing caps form the lower half of the box, but as in this case the base of the motor must be inverted in order to remove the crank shaft, the caps will still be considered as the "top" halves of the boxes.
There may be dove-tail grooves cut in the inside of the halves of the boxes to retain the babbitt metal after it has been poured in place. Consequently, in order to remove the cap after renewing the babbitt lining, the babbitt metal must be cut in two at the joint between the two halves of the box. The two halves of the box, instead of fitting closely together, are separated by thin strips of copper or fiber known as "shims" that serve to relieve the shaft from the pressure of the bolts when the bearing cap is screwed in place. In other words, the two halves of the box must be held tightly in place by means of the bolts and nuts, but none of this pressure should rest on the revolving shaft, as this would bind it and prevent it from turning easily. Consequently by "building up" the space between the two halves with these thin shims the proper adjustment may be obtained.
These shims provide the method of taking up the wear in the babbitt that will eventually result. By loosening the box retaining bolts and removing the required number of shims, the halves of the box will be brought closer together. When the bearing cap is screwed securely in place, the shaft should be able to revolve freely without binding, and yet the fit should be sufficiently tight to prevent any "play" at right angles to the length of the shaft.
The pressure of a shaft should not be concentrated in one place, but should be distributed over as large a surface of the babbitt metal as is possible. A few years ago, when renewing or repairing a bearing, it was considered sufficient to pour in the molten metal or to remove the proper number of shims-and the bearing was then said to be ready for its work. But even though no play was apparent, it was possible that the shaft rested on only a few portions of the bearing surface; and the increased attention that is now paid to the details of automobile construction is no better exemplified than in the fact that nearly all bearings are "scraped" in. This operation is simple and consists merely in removing any slight excess babbitt metal so that the lining fits the shaft throughout its entire length and circumference. The babbitt is sufficiently soft to enable it to be peeled or scraped with a sharp tool provided for the purpose, and no great degree of skill is necessary in obtaining the required fit.
In order to determine at exactly what portions of the babbitt lining the pressure is too great, a dye or paint known as "blueing" is used. The bearing portion of the crank shaft is painted with this, and the cap is then screwed in place. If the crank shaft is then turned and the cap removed, it will be found that the blueing has been transferred from the bearing to the portions of the babbitt metal on which the pressure is the greatest. These portions should then be shaved with the tool mentioned above, and the same test repeated. As the excess metal is removed, it will be found that the blueing gradually is deposited over a larger area of the babbitt, but it is not to be supposed that the fit can be made so perfect that the color will be distributed evenly over the entire surface. Care should be taken to screw the bearing cap onto the shims as tightly as possible each time the blueing test is to be made.
There is nothing that will heat a bearing so quickly as a poor alignment of the shaft supported by it. For this reason gasoline engine crank shafts are made exceptionally strong and heavy, especially those that are supported only at their extremities, or at these points and in the center of their length. A shaft that is bent or twisted to even the slightest degree will soon "burn out" all of its bearings, regardless of the amount of oil that may be fed to them. This is because of the unequal pressures on the different sides of the bearing that allow no room for the admission of the film of oil or other lubricant that is necessary in all cases to prevent a "hot box."
On the other hand, the bearings must all be in perfect alignment, for to set one slightly "off" would produce the same result as though the shaft were bent. It will be seen that the use of babbitt produces a "self-aligning" bearing, for the straight shaft may be set in its proper position and the molten metal poured around the interior of the boxes.
As it is highly important that the cap screws or nuts holding the bearing cap in place should remain set as tightly as possible, precautions must be taken to prevent any of these from working loose. This may be done by means of a cotter pin that passes through a hole in each bolt and through a pair of corresponding notches cut in the top of opposite faces of the nut. A notch is generally cut in the top of each face of the nut in order that the latter may be held securely in place in any position. A continuous wire passing through all of the bolts and nuts is sometimes used instead of the individual cotter pins.
Many modern automobile motors are designed with the crank shaft running in ball bearings. The type generally used consists of a row of balls set between the inner and outer edges of two concentric rings. The inside of the outer and the outside of the inner ring are grooved, constituting the ball "race" which forms the surface upon which the balls roll and which, at the same time, serves to hold them in place. Each ball of the same bearing must be made of exactly the same size as its companions-or at least within one or two ten-thousandths of an inch-and each one must be large enough and of sufficient strength to withstand, by itself, the entire pressure in that bearing. The inner ring slips over the bearing portion of the shaft with a comparatively tight fit, while the outer ring remains stationary in its bed in the crank case.
The inner ring turns with the shaft, thus causing the balls to roll in their race. Each ball rolls about its own axis, and the entire series describes a circular motion in the same direction as that taken by the shaft, but considerably slower. Consequently there is no rubbing in such a bearing, all the motion being of the rolling type, and as this reduces friction to a minimum, the balls may be run without oil, although lubrication of the proper kind would certainly not harm the bearing. Ball bearings are adapted only for a two-bearing crank shaft, for inasmuch as the rings must be slipped over the shaft, it would be manifestly impossible to provide a ball bearing in the center, or in any other portion beyond a crank.
Next in importance to the main bearings of a crank shaft are those by which the connecting rods communicate their motion to the cranks. These are known as the crank pin bearings or the "big end" of the connecting rod bearings. But inasmuch as the upper, or smaller, end of the connecting rods are termed the wrist-pin bearings, the other end may be called simply the connecting rod bearing.
The connecting rod bearings are similar to the main bearings described in the foregoing pages and are renewed and adjusted in the same manner. It is probable, however, that these receive a greater amount of wear than do the main bearings, inasmuch as the former obtain the direct impact of the force of each explosion. Furthermore, the box of the connecting rod bearing describes a complete circle with each revolution of the crank shaft, in addition to the "internal rotation" of the crank, while an alternate push and pull is delivered to it by the connecting rod on its various strokes.
Consequently it is the connecting rod bearings that will become loose and require "taking up" before any attention need be bestowed on the main bearings. The wear will increase in the connecting rod bearing as the play becomes greater, and if matters are not remedied, the box may eventually be broken, with the result that the end of the connecting rod thus freed will start on the "rampage" and will punch several pieces out of the bottom of the crank case.
Brass or bronze bearings may be used at the big end of the connecting rods, but the large majority of motor car engines are provided with babbitted bearings at these points. It is especially necessary that these bearings should be scraped to a perfect fit and that the shims should be adjusted properly so that no side play will be apparent when the connecting rod is moved transversely to the length of the crank shaft. When renewing the babbitts of connecting rod bearings care should be taken to allow the connecting rod to swing free before the molten metal is poured in. If this is not done, the connecting rod may be forced slightly to one side or the other and will be held permanently in this position when the babbitt cools. This will induce a slight side thrust in the connecting rod, which will be communicated to the piston, with the result that the side of the latter and of the portion of the cylinder wall against which it moves will be scored and worn unduly.
Inasmuch as the connecting rod bearings are subjected to such a variety of strains, and as looseness at these points will result in serious wear, it is doubly necessary that the nuts and bolts holding the bearing caps in place should be securely wired or held tightly by means of the previously-mentioned cotter pins. It is evident that the base of the large end of the connecting rod forms the upper half of the bearing box, while the cap constitutes the lower end and is attached from the bottom.
The connecting rod bearings on some motors are hinged at one side so that the cap may be turned away from the crank shaft when it is desired to remove the connecting rod. In this case the hinge replaces the one or two bolts or nuts on one side of the box and is held in the proper position by those on the other side. While it may be easier to adjust a bearing provided with such a cap, the results obtained can hardly be expected to be as satisfactory for high-grade service, as is the case when the shims may be used on both sides of the two halves of the bearing.
The wrist-pin bearing is located at the upper, or small, end of each connecting rod, and, although it also carries the full force of each explosion, it is not subjected to as great wear as is the bearing at the other end of the connecting rod. The reason for this is that this bearing does not revolve and its friction surface is reduced to the comparatively small arc through which the connecting rod swings. Wear can occur here, however, and because this bearing is more inaccessible than is the crank shaft or connecting rod bearing, trouble at the wrist pin is often overlooked.
The wrist pin can only be reached by the removal of the piston and connecting rod. In the majority of designs the wrist pin is placed in the sides of the piston and is held stationary by small keys or by set screws. In this case, the bearing surface is formed by the wrist pin and the small end of the connecting rod, at which point the greatest wear occurs. This bearing is never babbitted, but in order to reduce the wear on the wrist pin-which is generally made of hardened steel-the circular opening in the upper end of the connecting rod is lined with a bronze or brass bushing that forms a bearing fit over the wrist pin. It is this lining, or bushing, that will wear rather than the hardened steel wrist pin, but as the former is easily removed and is not expensive to replace, the renewal of this bearing is a comparatively simple matter.
In other types of wrist pin bearings, the pin is held stationary in the connecting rod opening and turns with it as the connecting rod swings through its arc on each stroke of the piston. With such a design, the bearing surface is formed by each end of the wrist pin and the openings in the sides of the piston walls in which the wrist pin rests. In order to form an easily-replaced bearing surface, these openings in the piston walls are lined with brass or bronze bushings that receive the major part of the wear, as has been described in connection with the bushings fitted to the opening at the small end of the connecting rod.
There is nothing complicated or mysterious connected with the renewal or repair of bearings, but the man who makes such replacements or adjustments must be an accurate and careful worker, and while he need not be a "born machinist," he must at least possess the "knack" of handling tools properly. And he must, above all, realize that the designers and manufacturers of his motor have been dealing in measurements of the thousandth part of an inch and that too great care cannot be taken in the repair of bearings to obtain a perfect fit.
If he is renewing a connecting rod or a wrist pin bearing, he must also remember that the piston has formerly been traveling over a certain area of cylinder surface that has not varied in length the ten-thousandth part of an inch between one stroke and the next. Consequently, the babbitts or bushings should be so replaced that the piston shall occupy the same position relative to the cylinder walls at the top and bottom of its stroke that it did formerly. In other words, by varying the thickness of the top of the babbitt he is replacing, he may change the "center" of the bearing so that the piston will start on its upward stroke from a different point than was previously the case. Thus, while the length of travel of the piston will be the same, it will traverse a slightly different portion of the cylinder walls under the new conditions, and this will have the effect of changing the compression and, possibly, of wearing the piston and rings unduly.