The hot bulb engine, or hotbulb or heavy oil engine is a type of internal combustion engine. It is an engine in which fuel is ignited by being brought into contact with a red-hot metal surface inside a bulb. Most hot bulb engines were produced as one-cylinder low-speed two-stroke crankcase scavenging units.[1]
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The concept of this engine was established by Herbert Akroyd Stuart at the end of the 19th century. The first prototypes were built in 1886 and production started in 1891 by Richard Hornsby & Sons of Grantham, Lincolnshire, England under the title Hornsby Akroyd Patent Oil Engine under licence.[2][3] It was later developed in the USA by the German emigrants Mietz and Weiss by combining it with the two-stroke engine developed by Joseph Day. Similar engines, for agricultural and marine use, were built by Bolinder and Pythagoras engine factory in Sweden. Bolinder is now part of the Volvo group.
Akroyd-Stuart's heavy oil engine (compared to spark-ignition) is distinctly different from Rudolf Diesel's better-known engine where ignition is initiated through the heat of compression. An oil engine will have a compression ratio of about 3:1, where a typical Diesel engine will have a compression ratio ranging between 15:1 and 20:1. Furthermore fuel is injected during the intake stroke and not at the end of the compression stroke as in a diesel.[4]
The hot-bulb engine shares its basic layout with nearly all other internal combustion engines, in that it has a piston, inside a cylinder, connected to a flywheel via a connecting rod and crankshaft. Akroyd-Stuart's original engine operated on the four-stroke cycle (Induction, Compression, Power, Exhaust) and Hornsby continued to build engines to this design, as did several other British manufacturers such as Blackstone and Crossley. Manufacturers in Europe, Scandinavia and in the USA built engines working on the two-stroke cycle with crankcase scavenging. The latter type formed the majority of hot-bulb engine production. The flow of gases through the engine is controlled by valves in four-stroke engines, and by the piston covering and uncovering ports in the cylinder wall in two-strokes.
In the hot-bulb engine combustion takes place in a separated combustion chamber, the "vaporizer" (also called the "hot bulb"), usually mounted on the cylinder head, into which fuel is sprayed. It is connected to the cylinder by a narrow passage and is heated by the combustion while running; an external flame such as a blow-lamp or slow-burning wick is used for starting (on later models sometimes electric heating or pyrotechnics was used). Another method is the inclusion of a spark plug and vibrator coil ignition. The engine could be started on petrol and switched over to oil after it had warmed to running temperature.
The pre-heating time depends on the engine design, the type of heating used and the ambient temperature, but generally ranges from 2–5 minutes (for most engines in a temperate climate) to as much as half an hour (if operating in extreme cold or the engine is especially large). The engine is then turned over, usually by hand but sometimes by compressed air or an electric motor.
Once the engine is running, the heat of compression and ignition maintains the hot-bulb at the necessary temperature and the blow-lamp or other heat source can be removed. From this point the engine requires no external heat and requires only a supply of air, fuel oil and lubricating oil to run. However, under low power the bulb could cool off too much, and a throttle can cut down the cold fresh air supply. Also, as the engine's load increased, so does the temperature of the bulb, causing the ignition period to advance; to counteract pre-ignition, water is dripped into the air intake.[5] Equally, if the load on the engine is low, combustion temperatures may not be sufficient to maintain the temperature of the hot-bulb. Many hot-bulb engines cannot be run off-load without auxiliary heating for this reason.
The fact that the engine can be left unattended for long periods while running made hot bulb engines a popular choice for applications requiring a steady power output such as farm tractors, generators, pumps and canal boat propulsion.
Air is drawn into the cylinder through the intake valve as the piston descends (the induction stroke). During the same stroke, fuel is sprayed into the vaporizer by a mechanical (jerk-type) fuel pump[6] through a nozzle. The air in the cylinder is then forced through the top of the cylinder as the piston rises (the compression stroke), through the opening into the vaporizer, where it is compressed and its temperature rises. The vaporized fuel mixes with the compressed air and ignites primarily due to the heat of the hot bulb generated while running, or heat applied to the hot-bulb prior to starting.[7] By contracting the bulb to a very narrow neck where it attaches to the cylinder, a high degree of turbulence is set up as the ignited gases flash through the neck into the cylinder, where combustion is completed. The resulting pressure drives the piston down (the power stroke). The piston's action is converted to a rotary motion by the crankshaft-flywheel assembly, to which equipment can be attached for work to be performed. The flywheel stores momentum, some of which is used to turn the engine when power is not being produced. The piston rises, expelling exhaust gases through the exhaust valve (the exhaust stroke). The cycle then starts again.
The cycle starts with the piston at the bottom of its stroke. As it rises, it draws air into the crankcase through the Inlet Port. At the same time fuel is sprayed into the vapouriser. The charge of air on top of the piston is compressed into the vapouriser where it is mixed with the atomised fuel and ignites. The piston is driven down the cylinder. As it descends the piston first uncovers the Exhaust Port. The pressurised exhaust gases flow out of the cylinder. A fraction after the Exhaust Port is uncovered, the descending piston uncovers the Transfer Port. The piston is now pressurising the air in the crankcase, which is forced through the Transfer Port and into the space above the piston. Part of the incoming air charge is lost out of the still-open Exhaust Port to ensure all the exhaust gases are cleared from the cylinder (a process known as 'scavenging'). The piston then reaches the bottom of its stroke and begins to rise again, drawing a fresh charge of air into the crankcase and completing the cycle. Induction and Compression are carried out on the upward stroke and Power and Exhaust on the downward stroke.
A supply of lubricating oil must be fed to the crankcase to supply the crankshaft bearings. Since the crankcase is also used to supply air to the engine, the engine's lubricating oil is carried into the cylinder with the air charge, burnt during combustion and carried out of the exhaust. The oil carried from the crankcase to the cylinder is used to lubricate the piston. This means that a two-stroke hot-bulb engine will gradually burn its supply of lubricating oil – a design known as a 'total loss' lubricating system. There were also designs that employed a scavenge pump or similar to remove oil from the crankcase and return it to the lubricating oil reservoir. Lanz hot-bulb tractors and their many imitators had this feature. This reduces oil consumption considerably.
In addition, if excess crankcase oil is present on start up, there is a danger of the engine starting and accelerating uncontrollably to well past the RPM limits of the rotating and reciprocating components. This can result in destruction of the engine. There is normally a bung or stopcock that allows draining of the crankcase before starting.
The lack of valves and the doubled-up working cycle also means that a two-stroke hot bulb engine can run equally well in both directions. A common starting technique for smaller two-stroke engines is to turn the engine over against the normal direction of rotation. The piston will 'bounce' off the compression phase with sufficient force to spin the engine the correct way and start it. This bi-directional running was an advantage in marine applications as the engine could, like the steam engine, drive a vessel forward or backwards without the need for a gearbox. The direction could be reversed either by stopping the engine and starting it again in the other direction or, with sufficient skill and timing on the part of the operator, slowing the engine until it carried just enough momentum to bounce against its own compression and run the other way. This was an undesirable quality in hot-bulb powered tractors equipped with gearboxes. At very low engine speeds the engine could reverse itself almost without any change in sound or running quality and without the driver noticing until the tractor drove in the opposite direction to that intended. Lanz Bulldog tractors featured a dial, mechanically driven by the engine, that showed a spinning arrow. The arrow pointed in the direction of normal engine rotation – if the dial spun the other way the engine had reversed itself.
At the time the hot-bulb engine was invented, its great attractions were its economy, simplicity, and ease of operation in comparison to the steam engine, which was then the dominant source of power in industry. Condenserless steam engines achieved an average thermal efficiency (the percent of heat generated that is actually turned into useful work) of around 6%. Hot-bulb engines could easily achieve 12% thermal efficiency. During the 1910s–1950s, hot-bulb engines were more economical to manufacture with their low pressure crude fuel injection and lower compression ratio than diesel engines.
The hot-bulb engine is much simpler to construct and operate than the steam engine. Boilers require at least one person to add water and fuel as needed and monitor pressure to prevent overpressure and a resulting explosion. If fitted with automatic lubrication systems and a governor to control engine speed, a hot-bulb engine could be left running, unattended for hours at a time.
Another attraction was their safety. A steam engine, with its exposed fire and hot boiler, steam pipes and working cylinder could not be used in flammable conditions such as munitions factories or fuel refineries. Hot-bulb engines also produced cleaner exhaust fumes. A big danger with the steam engine was that if the boiler pressure grew too high and the safety valve failed, a highly dangerous explosion could occur (although this was a relatively rare occurrence by the time the hot-bulb engine was invented). A more common problem was that if the water level in the boiler of a steam engine dropped too low the lead plug in the crown of the furnace would melt, extinguishing the fire. If a hot bulb engine ran out of fuel, it would simply stop and could be immediately restarted with more fuel. The cooling water was usually a closed circuit, so no water loss would occur unless there was a leak. If the cooling water ran low, the engine would seize through overheating – a major problem, but it carried no danger of explosion.
Compared with steam, gasoline (petrol), and diesel engines, hot-bulb engines are simpler and therefore have fewer potential problems. There is no electrical system as found on a petrol engine, and no external boiler and steam system as on a steam engine.
A big attraction with the hot-bulb engine was its ability to run on a wide range of fuels. Even poor-burning fuels could be used since a combination of vaporiser- and compression-ignition meant that such fuels could be made to combust. The usual fuel used was fuel oil, similar to modern-day diesel, but natural gas, kerosene, paraffin, crude oil, vegetable oil or creosote could also be used. This made the hot-bulb engine very cheap to run, since it could be run on cheaply available fuels. Some operators even ran engines on used engine oil, thus providing almost free power. Recently, this multi-fuel ability has led to an interest in using hot bulb engines in developing nations where they can be run on locally produced biofuel.[3]
Due to the lengthy pre-heating time, hot-bulb engines were nearly always guaranteed to start quickly, even in extremely cold conditions. This made them popular choices in cold regions such as Canada and Scandinavia, where steam engines were not viable and early gasoline and diesel engines could not be relied on to operate.
The reliability of the hot-bulb engine, their ability to run on many fuels and the fact that they can be left running for hours or days at a time made them extremely popular with agricultural, forestry and marine users, where they were used for pumping and for powering milling, sawing and threshing machinery. Hot-bulb engines were also used on road rollers and tractors.
J.V. Svensons Motorfabrik, i Augustendal in Stockholm Sweden used hot bulb engines in their Typ 1 motor plough, produced from 1912 to 1925. Munktells Mekaniska Verkstads AB, in Eskilstuna, Sweden, produced agricultural tractors with hot bulb engines from 1913 onwards. Heinrich Lanz Mannheim AG, in Mannheim, Germany, started to use hot bulb engines in 1921, in the Lanz Bulldog HL. Other well known tractor manufacturers that used bulb engines were Bubba, Gambino, Landini and Orsi in Italy, HSCS in Hungary, SFV in France Ursus in Poland, and Marshall in England.
At the start of the 20th century there were several hundreds of European manufacturers of hot bulb engines for marine use. In Sweden alone there were over 70 manufacturers, of which Bolinder is the best known (in the 1920s they had about 80% of the world market). The Norwegian SABB was a very popular hot bulb engine for small fishing boats and many of them are still in working order. In America Standard, Weber, Reid, Stickney, Oil City, and Fairbanks Morse built hotbulb engines.
A limitation of the design of the engine was that it could only run over quite a narrow (and slow) speed band, typically 50-300 R.P.M.. This made the hot-bulb engine difficult to adapt to automotive uses other than vehicles such as tractors, where speed was not a major requirement. This limitation was of little consequence for stationary applications, where the hot-bulb engine was very popular.
Owing to the lengthy pre-heating time, hot-bulb engines only found favour with users who needed to run engines for long periods of time, where the pre-heating process only represented a small percentage of the overall running period. This included marine use (especially in fishing boats) and pumping/drainage duties.
The hot-bulb engine was invented at the same time that dynamos and electric light systems were perfected, and electricity generation was one of the hot-bulb engines main uses. The engine could achieve higher R.P.M. than a standard reciprocating steam engine (although high-speed steam engines were developed during the 1890s), and its low fuel and maintenance requirements (including the ability to be operated and maintained by only one person) made it ideal for small-scale power supply. Generator sets driven by hot-bulb engines were installed in numerous large houses (especially in rural areas) in Europe, as well as in factories, theatres, lighthouses, radio stations and many other locations where a centralised electricity grid was not available. Usually the dynamo or alternator would be driven off the engine's flywheel by a flat belt, to allow the necessary 'gearing up'- making the generator turn at a faster speed than the engine. Companies such as Armstrong Whitworth and Boulton Paul manufactured and supplied complete generating sets (both the engine and generator) from the 1900s to the late 1920s, when the formation of national grid systems throughout the world and the replacement of the hot-bulb engine by the diesel engine caused a drop in demand.
The engines were also used in areas where the fire of a steam engine would be an unacceptable fire risk. Akroyd-Stuart developed the world's first oil-engined locomotive (the 'Lachesis') for the Royal Arsenal, Woolwich, where the use of locomotives had previously been impossible due to the risk. Hot-bulb engines proved very popular for industrial engines in the early 20th century, but lacked the power to be used in anything larger.
Herbert Akroyd Stuart was always keen to improve the efficiency of his engine. The obvious way to do this was to raise the compression ratio to increase the engine's thermal efficiency. However, above ratios of around 8:1 the fuel oil in the vapouriser would ignite before the piston reached the limit of its travel. This pre-detonation caused rough running, power loss and ultimately engine damage (see engine knocking for more information). Working with engineers at Hornsby's, Akroyd Stuart developed a system whereby the compression ratio was increased to as much as 18:1 and fuel oil was delivered to the cylinder only when the piston reached top dead centre, thus preventing pre-ignition.
This system was patented in October 1890 and development continued. In 1892 (5 years before Rudolf Diesel's first prototype), engineers at Hornsby's built an experimental engine. The vapouriser was replaced with a standard cylinder head and used a high-pressure fuel nozzle system. The engine could be started from cold and ran for 6 hours, making it the world's first internal combustion engine to run on purely compression ignition. However, to build a fully practical fuel injection system required using machining techniques and building to tolerances that were not possible to mass produce at the time. Hornsby's was also working at full capacity building and selling hot-bulb engines, so these developments were not pursued.
From around 1910, the diesel engine was improved dramatically, with more power being available at greater efficiencies than the hot-bulb engine could manage (Diesel engines can achieve over 50% efficiency if designed with maximum economy in mind). Diesel engines offered greater power for a given engine size due to the more efficient combustion method (they had no hot-bulb, relying purely on compression-ignition) and greater ease of use as they required no pre-heating.
The hot-bulb engine was limited in its scope in terms of speed and overall power-to-size ratio. To make a hot-bulb engine capable of powering a ship or locomotive, it would have been prohibitively large and heavy. The hot-bulb engines used in Landini tractors were as much as 20 litres in capacity for relatively low power outputs. To create even combustion throughout the multiple hot-bulbs in multi-cylinder engines is difficult. The hot-bulb engine's low compression ratio in comparison to diesel engines limited its efficiency, power output and speed. Most hot-bulb engines could run at a maximum speed of around 100 rpm, while by the 1930s diesel engines capable of 2,000 rpm were being built. Also, due to the design of hot bulb and the limitations of current technology in regards to the injector system, most hot-bulb engines were single-speed engines, running at a fixed speed, or in a very narrow speed range. Diesel engines can be designed to operate over a much wider speed range, making them more versatile. This made these medium-sized diesels a very popular choice for use in generator sets, replacing the hot-bulb engine as the engine of choice for small-scale power generation.
The development of small-capacity, high-speed diesel engines in the 1930s and 1940s, led to hot-bulb engines falling dramatically out of favour. The last large-scale manufacturer of hot-bulb engines stopped producing them in the 1950s and they are now virtually extinct in commercial use, except in very remote areas of the developing world. An exception to this is marine use; hot-bulb engines were widely fitted to inland barges and narrowboats in Europe. The United Kingdom's first two self-powered "motor" narrowboats—Cadbury's Bournville I and Bournville II in 1911[8]—were powered by 15 horsepower Bolinder single-cylinder hot-bulb engines,[8] and this type became common between the 1920s and the 1950s. With hot-bulb engines being generally long-lived and ideally suited to such a use, it is not uncommon to find vessels still fitted with their original hot-bulb engines today.
Although many people believe that model glow engines are a variation of the hot-bulb engine, this is not the case. Model glow engines are catalytic ignition engines. They take advantage of a reaction between platinum in the glow plug coil and methyl alcohol vapour whereby at certain temperatures and pressures platinum will glow in contact with the vapour.
The hot-bulb engine is often confused with the diesel engine [9], and it is true that the two engines are very similar. A hot-bulb engine features a prominent hot-bulb vaporiser; a Diesel engine does not. Other significant differences are:
There is also a crucial difference in the timing of the fuel injection process:
There is another, detailed difference in the method of fuel injection:
During this period technology had not advanced to the point that oil engines could run faster than 150 rpm. The structure of these engines were basically the same as steam engines and without pressured lubrication. In hot-bulb engines, fuel is injected at low pressure, using a more economical and more reliable, and simpler configuration. However, by not using compressed air injection it is less efficient. In this period diesel and hot bulb engines were four stroke.[10] In 1902 F. Rundlof invented the two-stroke crankcase scavenged engine that went on to become the prevalent hot bulb type engine.
Direct injected small diesel engines still were not practical[9] and the prechambered indirect injected engine was invented, along with the requirement of glowplugs to be used for starting.[11][12] With technology developed by Robert Bosch GmbH pump and injector systems could be built to run at a much higher pressure. Combined with high precision injectors, high speed diesels were produced from 1927.
The hot bulbs started to develop cracks and breakups and were gradually replaced by water cooled cylinder heads with a flat hot spot.[13] Over time the compression ratios were increased from 3:1 to 14:1. Fuel injection started from 135 degrees before top dead center with low compression down to 20 degrees before top dead center with later higher compression engines increasing the hot air factor [9][14] for ignition and increasing the fuel efficiency.[9] Glowplugs finally replaced the preheating with a blowtorch methods and engine speeds were increased, resulting in what is now classified as an indirect injection diesel.[9] Hot bulb or prechambered engines were always easier to produce,[9] more reliable and could handle smaller amounts of fuel in smaller engines than the direct injected "pure" diesels could.[9]
Hot bulb engines were built by a large number of manufacturers, usually in modest series.These engines were slow running (300-400 RPM) and mostly with cast iron parts including pistons. The fuel pump was usually made with a brass housing and steel plunger operating with a variable stroke length. This resulted in a simple, rugged heavy engine. Therefore they could be machined in an average machine shop without special tools.[15][16]
The Pythagoras Engine Factory in Norrtälje in Sweden is kept as a museum (the Pythagoras Mechanical Workshop Museum), and has a functioning production line and extensive factory archives.
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