Two-stroke engine

A two-stroke engine is an internal combustion engine that completes the process cycle in one revolution of the crankshaft (an up stroke and a down stroke of the piston, compared to twice that number for a four-stroke engine). This is accomplished by using the end of the combustion stroke and the beginning of the compression stroke to perform simultaneously the intake and exhaust (or scavenging) functions. In this way, two-stroke engines often provide high specific power, at least in a narrow range of rotational speeds. The functions of some or all of the valves required by a four-stroke engine are usually served in a two-stroke engine by ports that are opened and closed by the motion of the piston(s), greatly reducing the number of moving parts. Gasoline (spark ignition) versions are particularly useful in lightweight (portable) applications, such as chainsaws, and the concept is also used in diesel compression ignition engines in large and weight insensitive applications, such as ships and locomotives.

The first commercial two-stroke engine involving in-cylinder compression is attributed to Scottish engineer Dugald Clerk, who in 1881 patented his design, his engine having a separate charging cylinder. The crankcase-scavenged engine, employing the area below the piston as a charging pump, is generally credited to Englishman Joseph Day.

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Applications

The two-stroke engine was very popular throughout the 20th century in motorcycles and small-engined devices, such as chainsaws and outboard motors, and was also used in some cars, a few tractors and many ships. Part of their appeal was their simple design (and resulting low cost) and often high power-to-weight ratio. Because of the lower cost to rebuild and maintain, the two stroke engine was incredibly popular in the dirt bike and motocross industry for many years, until recently when the EPA required the industry to switch to four-stroke engines because they emit less pollution than two stroke engines. Many designs use total-loss lubrication, with the oil being burned in the combustion chamber, causing "blue smoke" and other types of exhaust pollution. This is a major reason for two-stroke engines being replaced by four-stroke engines in many applications.

Two-stroke engines continue to be commonly used in high-power, handheld applications such as string trimmers and chainsaws. The light overall weight, and light-weight spinning parts give important operational and even safety advantages. For example, only a two-stroke engine that uses a gasoline-oil mixture can power a chainsaw operating in any position.

These engines are still used for small, portable, or specialized machine applications such as outboard motors, high-performance, small-capacity motorcycles, mopeds, underbones, scooters, tuk-tuks, snowmobiles, karts, ultralights, model airplanes (and other model vehicles) and lawnmowers. The two-stroke cycle is used in many diesel engines, most notably large industrial and marine engines, as well as some trucks and heavy machinery.

A number of mainstream automobile manufacturers have used two-stroke engines in the past, including the Swedish Saab and German manufacturers DKW and Auto-Union. The Japanese manufacturer Suzuki did the same in the 1970s.[1] Production of two-stroke cars ended in the 1980s in the West, but Eastern Bloc countries continued until around 1991, with the Trabant and Wartburg in East Germany. Lotus of Norfolk, UK, has a prototype direct-injection two-stroke engine intended for alcohol fuels called the Omnivore[2][3] which it is demonstrating in a version of the Exige.[4]

Different two-stroke design types

Although the principles remain the same, the mechanical details of various two-stroke engines differ depending on the type. The design types vary according to the method of introducing the charge to the cylinder, the method of scavenging the cylinder (exchanging burnt exhaust for fresh mixture) and the method of exhausting the cylinder.

Piston-controlled inlet port

Piston port is the simplest of the designs. All functions are controlled solely by the piston covering and uncovering the ports as it moves up and down in the cylinder. A fundamental difference from typical four-stroke engines is that the crankcase is sealed and forms part of the induction process in gasoline and hot bulb engines. Diesel engines have mostly a Roots blower or piston pump for scavenging.

Reed inlet valve

The reed valve is a simple but highly effective form of check valve commonly fitted in the intake tract of the piston-controlled port. They allow asymmetric intake of the fuel charge, improving power and economy, while widening the power band. They are widely used in ATVs and marine outboard engines.

Rotary inlet valve

The intake pathway is opened and closed by a rotating member. A familiar type sometimes seen on small motorcycles is a slotted disk attached to the crankshaft which covers and uncovers an opening in the end of the crankcase, allowing charge to enter during one portion of the cycle.

Another form of rotary inlet valve used on two-stroke engines employs two cylindrical members with suitable cutouts arranged to rotate one within the other - the inlet pipe having passage to the crankcase only when the two cutouts coincide. The crankshaft itself may form one of the members, as in most glow plug model engines. In another embodiment, the crank disc is arranged to be a close-clearance fit in the crankcase, and is provided with a cutout which lines up with an inlet passage in the crankcase wall at the appropriate time, as in the Vespa motor scooter.

The advantage of a rotary valve is it enables the two-stroke engine's intake timing to be asymmetrical, which is not possible with piston port type engines. The piston port type engine's intake timing opens and closes before and after top dead center at the same crank angle, making it symmetrical, whereas the rotary valve allows the opening to begin earlier and close earlier.

Rotary valve engines can be tailored to deliver power over a wider speed range or higher power over a narrower speed range than either piston port or reed valve engine. Where a portion of the rotary valve is a portion of the crankcase itself, it is particularly important that no wear is allowed to take place.

Crossflow-scavenged

In a crossflow engine, the transfer and exhaust ports are on opposite sides of the cylinder, and a deflector on the top of the piston directs the fresh intake charge into the upper part of the cylinder, pushing the residual exhaust gas down the other side of the deflector and out the exhaust port. The deflector increases the piston's weight and exposed surface area, and also makes it difficult to achieve an efficient combustion chamber shape. This design has been largely superseded by the loop scavenging method (below), although for smaller or slower engines, the crossflow-scavenged design can be an acceptable approach.

Loop-scavenged

This method of scavenging uses carefully shaped and positioned transfer ports to direct the flow of fresh mixture toward the combustion chamber as it enters the cylinder. The fuel/air mixture strikes the cylinder head, then follows the curvature of the combustion chamber, and then is deflected downward.

This not only prevents the fuel/air mixture from traveling directly out the exhaust port, but also creates a swirling turbulence which improves combustion efficiency, power and economy. Usually, a piston deflector is not required, so this approach has a distinct advantage over the cross-flow scheme (above).

Often referred to as "Schnuerle" (or "Schnürl") loop scavenging after the German inventor of an early form in the mid 1920s, it became widely adopted in that country during the 1930s and spread further afield after World War II.

Loop scavenging is the most common type of fuel/air mixture transfer used on modern two-stroke engines. Suzuki was one of the first manufacturers outside of Europe to adopt loop-scavenged two-stroke engines. This operational feature was used in conjunction with the expansion chamber exhaust developed by German motorcycle manufacturer, MZ and Walter Kaaden.

Loop scavenging, disc valves and expansion chambers worked in a highly coordinated way to significantly increase the power output of two-stroke engines, particularly from the Japanese manufacturers Suzuki, Yamaha and Kawasaki. Suzuki and Yamaha enjoyed success in grand Prix motorcycle racing in the 1960s due in no small way to the increased power afforded by loop scavenging.

An additional benefit of loop scavenging was the piston could be made nearly flat or slightly dome shaped, which allowed the piston to be appreciably lighter and stronger, and consequently to tolerate higher engine speeds. The "flat top" piston also has better thermal properties and is less prone to uneven heating, expansion, piston seizures, dimensional changes and compression losses.

SAAB built 750 and 850 cc 3-cylinder engines based on a DKW design that proved reasonably successful employing loop charging. The original SAAB 92 had a two-cylinder engine of comparatively low efficiency. At cruising speed, reflected wave exhaust port blocking occurred at too low a frequency. Using the asymmetric three-port exhaust manifold employed in the identical DKW engine improved fuel economy.

The 750 cc standard engine produced 36 to 42 hp, depending on the model year. The Monte Carlo Rally variant, 750 cc (with a filled crankshaft for higher base compression), generated 65 hp. An 850 cc version was available in the 1966 SAAB Sport (a standard trim model in comparison to the deluxe trim of the Monte Carlo). Base compression comprises a portion of the overall compression ratio of a two-stroke engine.

Uniflow-scavenged

In a uniflow engine, the mixture, or air in the case of a diesel, enters at one end of the cylinder controlled by the piston and the exhaust exits at the other end controlled by an exhaust valve or piston. The scavenging gas-flow is therefore in one direction only, hence the name uniflow. The valved arrangement is common in diesel locomotives (Electro-Motive Diesel) and large marine two-stroke engines (Wärtsilä). Ported types are represented by the opposed piston design in which there are two pistons in each cylinder, working in opposite directions such as the Junkers Jumo and Napier Deltic.[5] The once-popular split-single design falls into this class, being effectively a folded uniflow. With advanced angle exhaust timing, uniflow engines can be supercharged with a crankshaft-driven (piston [6] or Roots) blower.

In Japan, Nissan Diesel Motor was manufacturing Uniflow Two-stroke Diesel Engine ja:ユニフロー掃気ディーゼルエンジン) from General Motors from under a license of Detroit Diesel Series 71.

The latest invention, called the Reversed Uniflow two-stroke engine, has a large intake valve for compressed intake air without fuel-oil mixture. Direct fuel injection is to be used for gasoline or diesel fuel, pending intake air pressure. This engine will work on the Miller cycle. US Patent #6889636.

Stepped piston engine

The piston of this engine is "top-hat" shaped; the upper section forms the regular cylinder, and the lower section performs a scavenging function. The units run in pairs, with the lower half of one piston charging an adjacent combustion chamber.

This system is still partially dependent on total loss lubrication (for the upper part of the piston), the other parts being sump lubricated with cleanliness and reliability benefits. The piston weight is only about 20% heavier than a loop-scavenged piston because skirt thicknesses can be less. The patents on this design are held by Bernard Hooper Engineering Ltd (BHE).[7]

Power valve systems

Many modern two-stroke engines employ a power valve system. The valves are normally in or around the exhaust ports. They work in one of two ways: either they alter the exhaust port by closing off the top part of the port, which alters port timing, such as Ski-doo R.A.V.E, Yamaha YPVS, Honda RC-Valve, Cagiva C.T.S. or Suzuki AETC systems, or by altering the volume of the exhaust, which changes the resonant frequency of the expansion chamber, such as the Honda V-TACS system. The result is an engine with better low-speed power without sacrificing high-speed power.

Direct injection

Direct injection has considerable advantages in two-stroke engines, eliminating some of the waste and pollution caused by carbureted two-strokes where a proportion of the fuel/air mixture entering the cylinder goes directly out, unburned, through the exhaust port. Two systems are in use, low-pressure air-assisted injection, and high pressure injection.

Since the fuel does not pass through the crankcase, a separate source of lubrication is needed.

Two-stroke diesel engines

Diesel engines rely solely on the heat of compression for ignition. In the case of Schnuerle ported and loop-scavenged engines, intake and exhaust happens via piston-controlled ports. A uniflow diesel engine takes in air via scavenge ports, and exhaust gases exit through an overhead poppet valve. Two-stroke diesels are all scavenged by forced induction. Some designs use a mechanically driven Roots blower, whilst marine diesel engines normally use exhaust-driven turbochargers, with electrically-driven auxiliary blowers for low-speed operation when exhaust turbochargers are unable to deliver enough air.

Marine two-stroke diesel engines directly coupled to the propeller are able to start and run in either direction as required. The fuel injection and valve timing is mechanically readjusted by using a different set of cams on the camshaft. Thus, the engine can be run in reverse to move the vessel backwards.

Lubrication

Most small petrol two-stroke engines cannot be lubricated by oil contained in their crankcase and sump, since the crankcase is already being used to pump fuel-air mixture into the cylinder. Traditionally, the moving parts (both rotating crankshaft and sliding piston) were lubricated by a premixed fuel-oil mixture (at a ratio between 16:1 and 100:1). As late as the 1960s, petrol stations would often have a separate pump to deliver such a premix fuel to motorcycles. Even then, in many cases, the rider would carry a bottle of their own two-stroke oil. Taking care to close the fuel-tap first, he or she would meter in a little oil (using the cap of the bottle) and then put in the petrol, this action mixing the two liquids.

Modern two-stroke engines pump lubrication from a separate tank of oil. This is still a total-loss system with the oil being burnt the same as in the older system, but at a lower and more economical rate. It is also cleaner, reducing the problem of oil-fouling of the spark-plugs and coke formation in the cylinder and the exhaust. Almost the only motors still using premix are hand-held two-stroke devices, such as chainsaws (which must operate in any attitude) and the majority of model engines.

All two-stroke engines running on a petrol/oil mix will suffer oil starvation if forced to rotate at speed with the throttle closed, e.g. motorcycles descending long hills and perhaps when decelerating gradually from high speed by changing down through the gears. Two-stroke cars (such as those that were popular in Eastern Europe in mid-20th century) were in particular danger and were usually fitted with freewheel mechanisms in the powertrain, allowing the engine to idle when the throttle was closed, requiring the use of the brakes in all slowing situations.

Large two-stroke engines, including diesels, normally use a sump lubrication system similar to four-stroke engines. The cylinder must still be pressurized, but this is not done from the crankcase, but by an ancillary supercharger.

Two-stroke reversibility

For the purpose of this discussion, it is convenient to think in motorcycle terms, where the exhaust pipe faces into the cooling air stream, and the crankshaft commonly spins in the same axis and direction as do the wheels i.e. "forward". Some of the considerations discussed here apply to four-stroke engines (which cannot reverse their direction of rotation without considerable modification), almost all of which spin forward, too.

Regular gasoline two-stroke engines will run backwards for short periods and under light load with little problem, and this has been used to provide a reversing facility in microcars, such as the Messerschmitt KR200, that lacked reverse gearing. Where the vehicle has electric starting, the motor will be turned off and restarted backwards by turning the key in the opposite direction. Two-stroke golf carts have used a similar kind of system. Traditional flywheel magnetos (using contact-breaker points, but no external coil) worked equally well in reverse because the cam controlling the points is symmetrical, breaking contact before TDC equally well whether running forwards or backwards. Reed-valve engines will run backwards just as well as piston-controlled porting, though rotary valve engines have asymmetrical inlet timing and will not run very well.

There are serious disadvantages to running any engine backwards under load for any length of time, and some of these reasons are general, applying equally to both two-stroke and four-stroke engines. Some of this disadvantage is intrinsic, unavoidable even in the case of a complete re-design. The problem comes about because in "forwards" running the major thrust face of the piston is on the back face of the cylinder which, in a two-stroke particularly, is the coolest and best lubricated part. The forward face of the piston is less well-suited to be the major thrust face since it covers and uncovers the exhaust port in the cylinder, the hottest part of the engine, where piston lubrication is at its most marginal. The front face of the piston is also more vulnerable since the exhaust port, the largest in the engine, is in the front wall of the cylinder. Piston skirts and rings risk being extruded into this port, so it is always better to have them pressing hardest on the back wall (where there are only the transfer ports) and there is good support. In some engines, the small end is offset to reduce thrust in the intended rotational direction and the forward face of the piston has been made thinner and lighter to compensate - but when running backwards, this weaker forward face suffers increased mechanical stress it was not designed to resist.[8]

Large two-stroke ship diesels are sometimes made to be reversible. Like four-stroke ship engines (some of which are also reversible) they use mechanically-operated valves, so require additional camshaft mechanisms.

On top of other considerations, the oil-pump of a modern two-stroke may not work in reverse, in which case the engine will suffer oil starvation within a short time. Running a motorcycle engine backwards is relatively easy to initiate, and in rare cases, can be triggered by a back-fire. It is not advisable.

Model airplane engines with reed-valves can be mounted in either tractor or pusher configuration without needing to change the propeller. These motors are compression ignition, so there are no ignition timing issues and little difference between running forward and running backward.

See also

References

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