1. Introduction
In the light of climate change and further negative ecological forecasts, the lawmakers from all over the world are trying to reduce the impact of human activity on the environment. In case of the engine industry, they aim at limiting the emission of harmful gases into the atmosphere. The regulations planned to be introduced in some countries are very strict. A recent review of this matter [
1] reports, that the most ambitious country (Norway) projects that all cars and light vans sold from 2025 onward are going to be zero-emission vehicles. Denmark set a target to stop the sales of new gasoline and diesel cars by 2030. That same year, Iceland is going to outlaw the registration of such vehicles and Ireland proposed to ban the sale of new fossil-fuel cars by this date. According to the International Council of Clean Transportation (ICCT) briefing, ten European countries have made commitments regarding the phase-out of combustion engine passenger cars by 2040. Related to this are announcements from major manufacturers regarding the planned market launch of a significant amount of electric cars. Investments of tens of billions of euros are also planned with regards to the electrification of their vehicle portfolio.
Validity of departing from internal combustion engines is a subject of separate publications and will not be discussed in this article. As others have highlighted [
2], electricity can be produced in various ways that may be more or less environmentally friendly. The issues that must be resolved are also the extraction of elements for the production of batteries and their storage at the end of their service life. Nevertheless, the abovementioned declarations of the engine manufacturers clearly show the willingness to introduce significant changes in their production profile. Bearing in mind the global trend for huge investments and innovation, the authors of this article would like to present a certain direction in the development of internal combustion engines, which may advance research aimed at reducing the air pollution. The paper takes a new look at the crank-piston mechanism and proposes a different design which could be a vital factor in emission control.
The subject of nearly two decades of research at the Warsaw University of Technology (WUT) is an axial engine (referred also as barrel engine) with a wobble-plate mechanism, working in an opposed piston layout. It is not a new concept, as the first engines of this type appeared in the late 19th and early 20th century. However, after the Second World War, axial engines haven’t been getting much attention as they were pushed out of the market by technologically simpler engines with a crank mechanism [
3]. For a long time, designers were unnecessarily averse to axial engines. It was caused by the opinion about gross errors in kinematics, which prevented their correct work [
4]. The manufacturing issues were also a significant limitation.
In our opinion, this reasoning relies too heavily on the design capabilities of the last century. The technology has advanced considerably since the first axial engines were built-an example could be the spherical plain bearings, which are essential for the proper operation of many wobble plate mechanisms. The team at the Warsaw University of Technology has reassessed the benefits and problems that may arise during the operation of barrel engines. As the research shows, many hypotheses regarding the axial engines have been oversimplistic. This is probably the reason for the fact that the idea to return to this forgotten concept arose in a few research centers. Already at the end of the 20th century, there were attempts to classify and gather knowledge about axial engines with wobble plate mechanisms.
Publication [
5] reviews US patents for wobble plate engines and their assessment based on several parameters related to their kinematics. The authors stated that as of the year of publication of their article (1986), there was no systematic knowledge about axial engines and methods of their design. In [
4] attention was paid to the benefits of using wobble plate mechanisms, mainly the simplicity of using the Variable Compression Ratio system. The lack of experience in understanding the operation of such engines was again highlighted.
This knowledge gap was partially filled in the doctoral dissertation [
3], where the kinematics of various mechanisms of the axial engines, with particular emphasis on the wobble plate, was analyzed in detail. The mechanisms with the lowest mechanical losses have been selected. Then, for over twenty years, during various projects, prototypes with the most promising kinematics were built. The aim of the article is to present the conclusions of many years of analysis and research on barrel engines in the context of their efficiency and environmental impact. The initial test results of the PAMAR 4 engine were presented, which clearly show that the barrel engines fit in the trends of modern automotive research with particular attention to downsizing and downspeeding.
Interest in axial engines is also arising in other research centers. The projects carried out include the Duke engine [
6] from New Zealand and the Covaxe engine [
7] from the UK.
1.1. Unconventional Internal Combustion Engine Designs
For years, engineers have seen the limitations of using classic internal combustion engines and they are trying to create alternative designs. One of the most interesting inventions are rotary engines, a comprehensive review of which was carried out in the publication [
8]. This type of engine can be divided into three main types: vane, toothed gear and oscillatory engines, the most famous example of which is the Wankel design. The undoubted advantages of these engines include a compact design, barrel shape, and a significantly limited number of parts (no complicated timing system). One of the latest constructions of this type is the twin rotor piston engine, design of which is described in the publication [
9]. The engine works on the principle of cooperation between quadrant vane pistons mounted on two oscillating rotors. It has been noted that this engine has a number of power strokes equal to the square of the number of vanes on each rotor. For the design presented in [
9] with six pistons on one rotor, the engine will work with 36 power strokes per revolution. Rotary engines have unfortunately some fundamental disadvantages, such as the shape of the combustion chambers with a low volume to surface ratio which causes greater heat loss. The flame quenching in narrow spaces can cause increased emissions of hydrocarbons. There is also the so far unsolved problem of sealing between individual working chambers.
Another idea for reducing disadvantages of internal combustion engines is the free piston concept. This mechanism has no connecting rod or crankshaft-the movement of the piston is a result of gas forces from the combustion chamber and the reaction from a load device, such as an electrical power generator, gas compressor or oil pump. Such a system has many advantages-fewer parts and the possibility of integrating an electric generator directly in the engine with magnets in the piston and coil windings in the housing. Due to the completely different movement mechanism of the piston, no side piston force is generated. Simple implementation of a Variable Compression Ratio system is also possible. The patent review [
10] showed that key automotive players are interested in this technology. General Motors, Toyota, Volvo, Ford, Honda and Mazda have filed patents for various free piston designs such as single piston, dual piston and opposed piston types. Research effort is motivated, among others, by the possibility of using the free piston engine as a power generator for hybrid electric vehicles. The future of this technology depends above all on solving one of the main challenges of the precise piston motion control. As stated in the review, there is not enough operational experience to predict the viability of free piston engines and develop satisfactory solutions for starting, continuous operation and engine cooling.
The abovementioned designs have many advantages, while the engineers will probably have to wait for further technology development to solve the challenges related to them. That is not the case with wobble plate engines, for which the current state of technology already allows solving the issues considered historically as defects. The historical outline of the construction of these engines is presented in the publications [
11,
12] and [
3]. From the 1910s to the 1930s, designs that could be used in the military, aviation and automotive industries were developed around the world. Their classification is shown in
Figure 1.
The disadvantages mentioned in the descriptions of historical designs include: failure of lubrication, cooling, mechanical failures of wobble plate and pistons joints, high friction losses. The crankshaft mechanisms with bevel gears were abandoned due to an overly complicated mechanism and difficulties in servicing. Cylindrical cam engines are also a large group of mechanisms with the possibility of almost freely choosing the piston motion equation. According to the authors, however, such constructions should be abandoned in internal combustion engines, because they are characterized by greater side piston force, which has been shown later in this article.
As [
11] states, some of the mechanisms have not been thoroughly tested because of changing the financing policy, other ready-made solutions appearing faster on the market or change of priorities during the war. That was the case with Almen wobble plate design (1917–1920), where the funding was cut after five prototypes were already designed. A highly developed state of design has reached also a German construction discovered after the Second World War by the Allies (1945). It is likely that the German designers were developing an idea previously presented in the Alfaro engine from the USA.
1.2. Challenges Concerning Introduction of Wobble Plate Engines to the Market
The article presents the concept of an unconventional engine, which, according to the authors, has the best chance of being an alternative to engines with a crankshaft. However, it cannot be ignored that the market launch of a new engine is quite an ambitious and difficult task. It presents engineers with many challenges that can temporarily be perceived as flaws and discourage both research teams and investors. The following subsection presents the issues that, according to the authors, constitute the greatest obstacles for further research on the discussed engines.
A widely understood fact is that the costs of manufacturing components in serial production are much lower than in unit production. As the proposed mechanism is completely different, it is not possible to easily switch production lines from the production of current engine parts to components necessary for the assembly of the barrel engine. At the stage of prototype research, the cost of such a transition was not estimated. It is a subject for future work, when the application of barrel engines is determined and prototype tests for specific customer groups are carried out. Then, a simpler engine design for series production will be developed and production costs can be reliably determined. It should be remembered that thanks to a large number of axisymmetric parts and a reduction in the number of important, complex components (cylinder head, camshaft with the valvetrain, crankshaft), production can be relatively profitable. Much more parts can be manufactured by turning than by milling.
Another challenge with unit production of opposed piston engines is the need to inject fuel perpendicularly to the cylinder axis. It would be ideal to have the possibility to optimize the spacing and diameter of the holes in the injector, but the unit production of such a complex element is also unprofitable. In high-volume production, this should not be a problem.
Another important issue in the context of the discussed application is the achievable scale of production of these engines. In order to notice a clear improvement in the overall vehicles’ emission, it would be necessary to convince most drivers to buy such an unconventional design. This would mean that the approach we propose would have to be recognized around the world. The decision to introduce wobble plate engines to the automotive industry would have to be associated with an update of the car structure to fit an engine with a new shape. There would be no need to develop new road infrastructure, as is the case with electric cars, where the rapid development of vehicle charging stations would be necessary. Instead, it would be essential to invest in training of mechanics who have not encountered wobble plate engines in their work so far.
A popular opinion regarding two-stroke engines is the excessive use of oil and its combustion, which prevents such engines from meeting current emission standards. This issue is very well discussed in [
13] where Achates Power shows that their opposed piston two stroke (OP2S) engine achieves oil consumption levels similar to a four-stroke (4S) engine. Tests on PAMAR engines confirm this observation, as during the tests no excessive oil consumption by the engine was observed. This is because the uniflow scavenged engine does not mix the lubricating oil with the fuel. Such an engine has two sets of rings-oil and compression rings, which work in the same way as in a four-stroke engine. Another frequently mentioned disadvantage of two-stroke engines is the wear of the piston rings, which occurs due to their contact with the intake or exhaust ports. Work with the PAMAR engine showed that the proper finishing of the ports’ edges is enough to prevent ring failure. It’s also worth noting that the oil rings do not come into contact with the ports.
2. Advantages of the PAMAR Engines
The further discussion of the advantages of PAMAR engines is based on the test results of previous prototypes. So far, four engines have been developed, and the fifth is currently under construction. Extensive tests were carried out on the most advanced PAMAR 3 and PAMAR 4 engines, the basic parameters and capabilities of which are collected in
Table 1. The engines are presented in
Figure 2.
At Warsaw University of Technology, the research on barrel engines began in 2000 with the construction of the PAMAR 1—a 50 cm
3 SI engine with wobble plate blocked by piston. The problems that arose during the preliminary tests gave direction to the further development of the analyzes, especially the need to study the course of the piston side force for individual mechanisms. The second 600 cm
3 engine was the first in the series to use an opposed piston layout as well as Variable Angle Shift and Variable Port Area possible to modify after engine shutdown. The PAMAR 2 design was based on a complete mechanical analysis performed in [
3], resulting in the selection of the crosshead mechanism for wobble plate rotation blocking.
Parallel to the research on the PAMAR 4 engine, the PAMAR 5 is being built, which is to be an engine for distributed energy generation. Thanks to the additional fourth variability system, it will be possible to control the delivery of gaseous fuel to a large extent. It will enable operation on fuels of variable composition and low calorific value. The engine is designed for the power of 400 kW for fuels with a calorific value of about 6 MJ/m
3, up to 2MW for diesel. The first tests are planned for 2021. It would be a great success to confirm the engine operation on alternative fuels, as it can be an interesting research direction to reduce emissions. A review on this matter is presented in [
2].
Based on many years of research, the authors have identified the most promising direction for the development of barrel engines as distributed energy sources as well as military vehicles and drones. However, in the face of clearly changing trends on the car engine market, it was decided to show the advantages of the designed engines in the context of the automotive industry.
The innovation of PAMAR engines lies in the combination of the benefits of two ideas-wobble plate mechanisms and opposed piston layout. They will be discussed in the following subsections.
2.1. Wobble Plate Benefits
In barrel engines, the sliding motion of the pistons can be converted into the rotary motion of the shaft in various ways. This is usually done using a special plate. There are two types of plates—swash and wobble plate. It is very important to distinguish between these two types, as calculations have shown that wobble plate mechanisms have the potential to achieve much greater mechanical efficiency than swash plates. It should also be taken into account that there are many varieties of wobble plate mechanisms. It is necessary to carefully analyze the dynamics of these mechanisms in order to decide whether to choose them for the design. It is impossible to talk about the advantages and disadvantages of barrel engines without fully understanding how they differ from each other.
Moreover, the lack of a precise kinematic analysis of the mechanisms may lead to failures or completely prevent operation. Such a situation took place in the frequently quoted Bristol engine [
4], where the plate movement did not meet the uniform precession condition. The publication [
5] noted that among the mechanisms patented in the US, some of them could not operate on the basis of the analysis of degrees of freedom. According to [
5] the most representative group among the mechanisms appearing in the US patent database is the wobble plate blocked by bevel gear.
2.1.1. Lower Piston Side Force
The dominant source of engine rubbing friction is the piston assembly [
15]. The reduction of the piston side force can significantly increase the mechanical efficiency. It is worth mentioning that in order to limit the frictional work generated by the side piston force, engineers decide on various modifications. An example is the shift of the cylinder axis from the axis of the crankshaft in the newest family of Mercedes engines OM 654. Importantly, the only compelling competition for engines with a crank mechanism are the engines with lower mechanical losses. Therefore, after analyzing the kinematics of the mechanism, the course of this force should be estimated. The calculation results for the above-mentioned mechanisms are shown in
Figure 3. The maximum force in the classic crank mechanism (red dashed line) was taken as the reference value (100%). Significantly, in some mechanisms this force can be much greater (swashplate, cam mechanism, wobble plate blocked by piston). This may be the reason for the popular belief that axial engines are not worth considering because of their low efficiency. It should be noted, however, that there are mechanisms that are very competitive with the classical construction. These are mainly designs based on bevel gears or crosshead. The lateral piston force can be as much as 50% lower here than in a conventional engine. This is one of the reasons why these two types of engines were selected for use in the actual test prototypes.
2.1.2. Piston and Connecting Rod Bearings
The kinematics of the wobble plate mechanism requires the use of spherical plain bearings in the connecting rod-piston and connecting rod-wobble plate joints (
Figure 4). This type of bearing is characterized by a much higher load capacity than the configuration in which the force is transmitted through ordinary slide bearings and the piston pin. An example of the use of a spherical bearing in an internal combustion engine was provided by the Sulzer company, which patented the rotating piston in 1937. After a long period of testing, it was first used in 1964 in Z-type engines, and in 1995 the idea was adopted by GMT (Grandi Motori Trieste) in the VA55.
Experience has shown that this solution has the following advantages [
16]:
40% more bearing area than a gudgeon pin bearing.
More even distribution of load and temperature in axis symmetrical pistons.
Symmetrical deformations of the piston which allow smallest running clearance between piston and cylinder liner.
Possible use of the rotation mechanism, which will ensure lower wear of the piston.
In PAMAR engines, no additional piston rotation mechanism was used. However, during the inspection of parts, after some time of engine operation, spiral lines were observed on the piston skirt surface. It proves the existence of low revolutions of the piston during engine operation and may be a result of the velocity components of the connecting rod that do not appear in the classical mechanism.
2.1.3. Additional Engine Control Systems
The ability to adjust the engine operation to varying loads has become an important issue in the automotive industry. As summarized in [
17], research was conducted towards systems such as variable valve timing, variable length intake manifold, variable spark timing and variable compression ratio. The use of these systems was expected to have a beneficial effect on engine performance along with reduced fuel consumption and lower CO
2 and NO
x emissions. However, one of the main design goals is to make as few changes to the engine as possible, preferably to only slightly modify a stock engine, to ensure reduced introduction to market time.
In barrel engines, the implementation of such additional mechanical control systems is relatively simple. The design of the systems in PAMAR engines is extremely flexible due to the combination of three assumptions: the wobble plate mechanism, opposed piston layout and two stroke work cycle. As also noted in [
5], systems of variation would not be so simple to implement on the basis of classical crank and connecting rod assembly. This has been confirmed in the research of PAMAR engines and the simplicity of the implementation of these systems is one of their crucial advantages. Already tested system designs will be the subject of patents filed in the near future, therefore their detailed operating principle is out of scope of this paper. The systems used in the PAMAR 4 engine are: Variable Compression Ratio, Variable Angle Shift and Variable Port Area.
Variable Compression Ratio
The Variable Compression Ratio system has been under engineers’ consideration since the beginning of the 20th century. The results of their work could be divided into following categories [
18]: unconventional cranktrains (NISSAN), systems with variable head-crankshaft distance (SAAB) and variable kinematic lengths (FEV conrod).
Various approaches have been described to alter the compression ratio and their advantages as well as disadvantages have been examined. The system used in PAMAR engines will not be described in detail, as it will be the subject of a patent in the next few years. However, assessing it on the basis of the parameters proposed in [
17], it can be certainly stated that in opposed piston wobble plate engines it is possible to implement a VCR system, with:
preserved combustion chamber integrity and engine overall rigidity,
no changes in crankshaft-piston assembly kinematics,
no significant influence on mechanical losses due to the possibility of using a well-lubricated tribological pairs,
no variations on engine displacement,
very good control accuracy. The compression ratio may vary smoothly from 1:10 to 1:20 while the engine is running.
Variable Angle Shift and Variable Port Area
Other crucial systems widely researched in the automotive engines, namely Variable Valve Timing and Variable Valve Lift, are also implemented in the PAMAR engine. Due to the lack of classic valves in the barrel engine, these systems are named Variable Angle Shift and Variable Port Area, respectively. The principle of operation of these two systems is presented in
Figure 5.
Variable Angle Shift is responsible for the shift in the opening phase of the intake port relative to the exhaust port. This is an equivalent to a phase shift of the two pistons that control these ports. The shift can take place continuously while the engine is running in the range of ±8 degrees from the Δφbase value (in the PAMAR 4 engine). The base value can be changed in any range after dismantling the engine.
Variable Port Area changes the opening angle of individual ports. Increasing the intake port cross-section reduces the exhaust port cross-section. Changes can be made while the engine is running.
The systems are generating considerable interest due to the flexibility they provide. They allow among other things, for the control of the HCCI combustion process, as stated in review on this matter [
19]. Manufacturers try to use their potential despite the necessity to significantly complicate the structure. It becomes profitable for them, especially in the face of increasingly strict emission standards. As concluded in [
20], the use of VVT can be associated with a significant reduction in NO
x, CO and HC emissions. It also allows the range of engine operation to be extended to lower engine speeds, further increasing engine efficiency. The research also shows torque gains in engines using VVT, which are mainly the result of lower pumping losses and increased volumetric efficiency.
Two-stroke engines require optimal control of the opening and closing angle of the intake and exhaust valves for proper scavenging efficiency. Using the system allows to control the internal Exhaust Gas Recirculation (EGR) amount.
Particular attention should be paid to the control of port opening in an opposed piston two-stroke engine, because the increase in phase shift between the pistons covering the ports causes a decrease in mechanical efficiency. This is because both pistons have a single combustion chamber but are out of phase resulting in an uneven ability to generate torque on the shaft [
21].
The systems discussed above can also have an impact on the aftertreatment emission control. VVT is mentioned as one of the catalytic converters’ thermal management methods during cold start and warm up [
22]. Through the implementation of late intake valve opening and early exhaust valve opening strategy it is possible to increase exhaust temperature and reduce catalyst light-off time. However, such approach leads to a decrease in brake thermal efficiency.
2.1.4. Barrel Shape and Axial Symmetry
The characteristic barrel shape of the axial engine (
Figure 6) has also its advantages. One of them-especially important in aviation-is the small frontal area. From a thermodynamic point of view, axial symmetry can enable the same filling, lubrication and cooling conditions for all cylinders. This makes the process of controlling optimal engine operation easier. An important aspect also discussed when assessing the variability systems described in the previous subsection is the ability to control them in all cylinders. This problem does not occur in barrel engines, where the conditions in all cylinders are the same by default. It is a desired feature, especially considering the implementation of sophisticated combustion strategies as HCCI, which is a subject of interest of engine manufacturers due to its low NO
x and particulate matter (PM) emissions [
19].
2.1.5. Torsional Vibrations
Time-varying gas forces and inertia forces act on the crankshaft, causing it to vibrate. There are three types of vibrations in the crankshaft: longitudinal, bending and torsional, the latter of which are the most dangerous. The torsional deflection is not limited by anything other than the stiffness of the shaft, which can lead to high vibration amplitudes. This may cause an increase in fatigue stress and structure failure. For this reason, a vibration calculation of the crankshaft is necessary, with particular attention to the natural frequency, to prevent resonance. In order to reduce the harmful effects of this phenomenon, vibration dampers of various designs are used.
The problem of torsional vibrations is a big challenge for designers of opposed piston engines, especially engines with two crankshafts connected by a gear train. If the crank angle offset system is used—similarly to the previously discussed Variable Angle Shift, the load is not evenly distributed over both shafts. This can be seen in historical designs of opposed piston engines, using dual vibration dampers (Leyland L60) on one of the shafts or using one of the shafts only to drive the accessories, to limit the flow of variable torque through the transmission connecting the shafts (Junkers) [
21].
In an engine with a wobble plate mechanism, the problem of torsional vibrations is significantly reduced. The gas and inertia forces are first transferred to the rigid wobble plate and then transmitted to the shaft. It is worth noting that due to the significant difference in the method of transmission of the drive in the wobble plate mechanism, the shaft has a much higher torsional stiffness than the classic crankshaft.
Figure 7shows a schematic cross-section of the PAMAR 4 engine with the rigid components responsible for transmitting the torque marked in green.
2.2. Opposed Piston Benefits
The arrangement of opposed piston layout began to attract the interest of designers and investors, who want to adapt to the restrictive requirements faced by modern engines. The largest company promoting this type of engine is Achates Power, which has already been very successful in using opposed piston engines in a variety of industries—from passenger cars to military vehicles [
23]. A massive investment has also been made in the OPOC engine—opposed piston opposed cylinder-key financial backers are Vinod Khosla and Bill Gates [
24].
In the recent years there has been growing interest in opposed-piston engines, particularly the two-stroke engines. The advantages of such a solution have been described in detail in many publications, including [
25,
26] and [
14]—especially concerning PAMAR engines built at the Warsaw University of Technology. The recurring interest in opposed piston engines is due to the numerous advantages that are important in view of the increasingly stringent emission standards. The old problems that pushed this idea aside can be solved with modern technology, and the efficiency gain is worth the adaptation to the completely new cylinder layout. As confirmed by theoretical analyzes [
25], the most advantageous system in terms of configuration is the opposed piston engine operating in a two-stroke cycle.
In [
25] comparison was made between three types of engines: classic four-stroke (4S), four-stroke opposed piston (OP4S) and two-stroke opposed piston (OP2S) with the closest geometric characteristics possible. For all the engines indicated power, engine speed, and maximum pressure rise rate were assumed constant. The analysis showed clear benefits of the opposed piston system, calculated as significantly lower energy losses related to the parameters determining the differences in the actual course of the cycle and the ideal Carnot cycle. These parameters are heat transfer, finite duration of the combustion and variable specific heats of the working fluid. A particularly large gain was seen in the two-stroke engine in parameter related to the combustion duration, which results from the doubled firing frequency. More detailed calculations showed approximately 10% lower fuel consumption in comparison to the four-stroke opposed piston engine. The possible reasons of these advantages, widely described in literature, are briefly discussed below.
2.2.1. Less Heat Rejection to the Cooling System
The internal combustion engine has a strictly defined efficiency limit which is caused by the second law of thermodynamics. Attempts to approach this border consist mainly in modifications aimed at limiting the heat exchange between the working medium and its surroundings, i.e., mainly piston crown, cylinder head, poppet valves and cylinder liner. Designers are limited by the strength of materials at elevated temperatures. Taking into account that the temperature peak during the combustion process is up to 2500 K, cooling the most thermally loaded parts of the engine is necessary. The heat rejected to the cooling system is a waste of energy which, to some extent, could be converted into useful work performed by the engine.
The engineers were able to use continuously better materials and insulating coatings, but cooling parts such as the cylinder head or poppet valves was still a necessity and contributed to heat loss. Opposed piston layout might be the answer to this problem. The engine timing based on the piston movement means that it is not necessary to cool or drive additional poppet valves. A great advantage is also the lack of classic cylinder head.
The advantage described above is apparent from the historical opposed piston engine data.
Figure 8 shows the heat loss to the cooling system of opposed piston engines in comparison to the classical engine designs. The clearly visible advantage of 5–10 percentage points of fuel energy is a result of the lower amount of parts requiring cooling and the favorable Volume to Area ratio (V/A) ratio discussed in the next subsection.
Differences for individual engines may of course be caused by different swept volume and operating conditions, as engines with a larger capacity will have lower heat losses. The year of production of the engine is also important, as the current engines have lower heat losses due to the use of various design improvements. In
Figure 8, the shaded area for classic constructions represents the range of the described parameter given by Heywood [
15], who refers to the research from 1957–1974. For reference, the engine capacity and year of manufacture are stated for each engine presented in the figure.
2.2.2. Stroke to Bore Ratio
When designing an engine, the Stroke to Bore ratio (S/B) is decided based on several criteria. Taking into account the desire to reduce the heat exchange, the most advantageous shape of the combustion chamber will be characterized by the largest possible volume and the smallest area. From a mathematical point of view, the geometric shape with the greatest V/A ratio is the sphere. Hence the conclusion that the most advantageous proportions of the combustion chamber must be close to the shape of the sphere. Considering the dimensions of the combustion chamber, when the piston is in the Top Dead Center (TDC), such a system is obtained using the greatest possible stroke to bore values.
Another argument in favor of high S/B is the higher efficiency of uniflow scavenging when the air has a longer distance to travel between the intake and exhaust ports. It prevents a phenomenon known as short circuiting—loss of fresh charge through exhaust ports.
The research on HCCI shows that a higher stroke to bore ratio means greater stratification of the charge, which lowers the pressure rise rate. As a result, the engine has a lower knocking tendency.
Calculation of the optimal S/B ratio is out of scope of this paper, but it should be borne in mind that the values of this parameter obtained in currently produced engines are not the result of thermodynamic optimization alone. The upper value of this parameter is limited, among others, due to the limit of the allowed piston speed and the collision of the connecting rod with the cylinder surface.
The opposed piston arrangement may be the answer to some of these limitations, as here two pistons move in one cylinder. As a result, the stroke value is double the displacement value of a single piston. Thus, an increase in the S/B ratio does not increase the linear speed of the piston. Approximate values of this parameter for the opposed piston crankshaft engine can be estimated on the basis of data from Achates Power, with stroke to bore ratio is within 2.2–2.6 [
27].
The second limitation is the size limitation, which is the result of a possible collision of the connecting rod with the cylinder. For this reason, the highest S/B values are characteristic for low-speed marine engines, where a collision cannot occur because of the crosshead mechanism used. As reported by [
16], the parameter value for Sulzer marine engines in the late 1970s was around 2 (RLB engine) and has doubled by the early 1990s, continuously growing (Wartsila X35-4.43). The change in this parameter over the years is presented in
Figure 9.
It is worth noting that the size limitation is less significant in wobble plate engines than in classic engines with a crank mechanism, because the connecting rod deviation angles from the cylinder axis are smaller. This is expressed in the lower value of the piston side force discussed earlier and in the possibility of obtaining higher S/B ratios. Thanks to this, the PAMAR 4 engine managed to achieve a stroke to bore ratio of 6.85 at a mean piston speed of about 9.4 m/s at a nominal rotational speed of 1500 rpm. The stroke to bore proportions of the PAMAR 4 engine are clearly visible in
Figure 7.
2.2.3. Uniflow Scavenging
The possibility of controlling the opening of the intake and exhaust ports by opposed pistons creates ideal conditions for uniflow scavenging. This type of scavenging is characterized by the greatest efficiency [
15].
As shown by the calculations [
29], there is also a relationship between the scavenging efficiency and the previously mentioned stroke to bore ratio. For the four S/B geometries analyzed there in the range from 1.08 to 2.5, it turns out that the highest parameter value corresponds to almost ideal scavenging conditions, with the efficiency increasing from 0.813 to 0.934. The analysis of the distribution of velocity vectors shows that with an increase in S/B it is possible to obtain uniform flow field with no recirculation zones. Due to the shorter axial distance between the inlet ports and the cylinder axis, the air has time to form a uniform front which pushes residual gas out of the cylinder more efficiently.
2.3. Downsizing and Downspeeding as PAMAR Engine Potential Demonstration
All of the above features of barrel engines mean that its performance can be significantly higher than in the case of classic designs. In order to support this thesis experimentally, the research of the PAMAR 4 engine conducted at low rotational speed was presented in the further part of this paper. The tests were aimed at determining the torque curve for the low speed range and presenting the engine performance in the context of two trends widely present in the automotive industry, i.e., downsizing and downspeeding.
Downspeeding is a procedure aimed at shifting the engine’s operating point towards lower rotational speed. The advantage of such action is the increase in mechanical efficiency and reduction of pumping losses. At lower speeds, the coefficient of friction decreases. The piston will perform fewer work cycles, which results in less friction work. Filling the cylinder is more efficient by lowering the flow velocity, which reduces the time frame when the inlet velocity is close to the speed of sound.
As presented in the publication [
30], in commercial trucks for highway cruise speeds, the decrease in engine speed by every 100 rpm translates into one percentage point of fuel efficiency increase. Carbon dioxide emissions reduction was estimated at 12,000 lbs (5443 kg) per truck annually.
Downsizing is one of the most discussed design improvement directions when it comes to the review of technology progress concerning the introduction of greenhouse gas emissions and fuel economy standards. As the International Council of Clean Transportation estimates, the market share of downsized engines will be increasing significantly in the coming years [
31]. The turbocharged vehicle sales have increased from 3.3% in 2004 to about 20% in 2015. A study prepared by ICCT concluded that the main advantage of downsized engines is low incremental cost compared to their fuel efficiency benefit.
Downsizing requires designers to allow higher power density, ensuring reliability achieved in larger units of the same power. Working with a higher Break Mean Effective Pressure (BMEP) allows to achieve lower throttling losses under normal driving conditions. Smaller displacement engine is likely to have smaller friction losses and lower weight.
The trend of downsizing is related to research on the most effective turbocharging methods, where the most interesting concepts include e-boosting and Variable Geometry Turbocharger. The advantage of turbochargers is the partial energy recovery of exhaust gases.
The variable compression ratio is advantageous for downsized engines. This system will ensure that knocking combustion is controlled at a higher load, while allowing for greater efficiency under normal driving conditions.
3. Experimental Setup for Torque Curve Calculation
The research was conducted on the PAMAR 4—the last in a series of engines built at the Warsaw University of Technology. Its parameters are presented in
Table 2 in juxtaposition with the data of two Mercedes engines, which will be used to compare the performance of the three power units. The additional information on the systems used in the axial engine under consideration is provided in the
Table 1 at the beginning of this article. The engine ran in the CI mode; however, the SI is also possible after changing the compression ratio and slightly modifying the experimental setup.
The experiments were aimed at testing the engine operation at low rotational speed. The parameters changed during the tests included: compression ratio (VCR system), time-area plots of the inlet and exhaust ports and their overlap (VAS and VPA systems), fuel dose, number of injections and their timing, charging pressure, Variable Turbine Geometry VTG ( turbine blades angles). The article presents ten series of tests that allowed for the analysis of engine operation for various values of the parameters mentioned above. Details of each test series are presented in
Table 3. During each series, based on the observation of engine operation, the control values were changed in the ranges given in the table. The goal was to achieve stable operation and the highest possible torque.
The article focuses on presenting the relationship between torque and rotational speed. Additionally, pressure in the cylinders and pulsations in the intake and exhaust channels were measured. The acquisition system has the possibility of monitoring temperatures along the cylinder wall and at the piston crown, as well as pressures and temperatures at all characteristic points in the installation. The basic elements of the test stand are shown in
Figure 10.
4. Results and Discussion
Figure 11 shows the results of the engine tests for the different experiment series. Each point shows specific parameters of rotational speed and torque at which the engine has worked. Bigger red dots in the figure represent several distinctive experimental points achieved at a stable operating condition of the engine that are characterized by a minimum rotational speed and maximum torque. On the basis of selected reference points, a linear trend function was determined and plotted as the red line in the
Figure 11. As for preliminary research, the calculated function is a good approximation of the torque curve for low rotational speeds. A 100-cycle averaged indicator diagram is presented in the
Figure 12. It is a diagram for the F test series, where the torque of 500 Nm was achieved. The maximum pressure in the cylinder is 185 bar, and the cycle work is 1944 J.
The conducted research allowed to update the predicted engine parameters, as shown in the
Figure 13. The red points on the graph correspond to the reference points in
Figure 11. On their basis, the updated torque curve was determined, which is shifted by about 80 Nm compared to the design prediction. At the design stage, assumptions were made regarding some key parameters, which allowed to estimate the maximum torque expected in the PAMAR 4 engine. The maximum allowed pressure in the combustion chamber was assumed to be 300 bar. The preliminary assumptions included the maximum compression ratio of 1:20, the maximum absolute boost pressure of 4.5 bar provided by both the supercharger and turbocharger. Constant volume heat addition pressure ratio was estimated to be around 3, and the maximal pressure was expected to appear 5° before TDC. The heat flux lost from the combustion chamber has been limited by the special design of the piston, allowing the maximum temperature at its crown at 700 °C and for the combustion chamber walls at 600 °C. Basing on these parameters (solid green line on the graph), the stable operation of the engine was to be achieved at a speed of about 400 rpm and reached the nominal value of 720 Nm at 800 rpm. The experiment has shown that these expectations can be raised, as shown by the dashed green line in the figure. The torque of 240 Nm was successfully achieved at the rotational speed of around 300 rpm, which provides powerful evidence for the engine’s downspeeding capability. Taking into account the maximum torque of 500 Nm obtained during the experiment with as much as 180 bar, it was found that with a very high probability the result of 800 Nm can be achieved without exceeding the maximum allowable pressure in the cylinder.
The published results are primarily intended to show quantitatively how the design advantages of PAMAR engines described in the article affect their performance. In order to refer the results obtained on the testbed to the state of the art, they were compared with the torque curve provided by Mercedes for the OM 651 DE 18 engine. This engine was selected due to its similar capacity, the same type of ignition and good reputation of the manufacturer.
When comparing the two power units, it should be noted that the OM651 DE18 engine was released in 2011, five years earlier than the PAMAR 4. Its successor, the OM 654 engine family, was launched in 2016. It includes, among others unit OM 654 DE16 with a capacity of 1597 cm
3, which develops a maximum torque of 360 Nm. For reference, the most powerful engine in the series, the 1950 cm
3 OM 654 DE20 achieves a record 500 Nm of torque and 180 kW of power [
33].
The difference in the torque curve as a function of rotational speed, visible in the graphs, cannot be explained by the time interval only. The high torque value at low rotational speed is the result of the advantage that the design of the barrel engine has over classic engines. The most important role here was played by the possibility of smooth control of the variability systems, which is not available in the series of Mercedes engines presented in the paper.
Looking at the torque diagrams for two engines released over several years, one can clearly see the downsizing trend towards achieving the highest possible performance from the smallest capacity unit. There is also an intention to shift the torque curve towards lower rotational speeds. PAMAR engines are in line with these trends, offering torque that has not yet been achieved in any other car engine of similar capacity.
5. Conclusions and Future Work
According to the authors, the type of engine presented in this paper may be an interesting direction in the development of internal combustion engines in the face of the threat of their complete withdrawal. The article proves that, thanks to a precise kinematic analysis, it is possible to build an opposed piston wobble plate engine, which will not have the disadvantages historically attributed to it. Additionally, the unconventional shape of the designed engines allows for the implementation of variability systems that are the subject of research by key engine manufacturers. These systems are: Variable Compression Ratio, Variable Angle Shift and Variable Port Area. The tests presented in the article were carried out with various settings of these systems changed during engine operation, which proves that their control has been achieved.
The article demonstrates that the PAMAR 4 engine is able to generate significantly more torque than a Mercedes power unit of the same capacity. It has been proven that the engine can run at very low speeds in the range of 300–500 rpm. The maximum torque of 500 Nm achieved during the tests does not correspond to the nominal parameters-it was achieved at a rotational speed of only 500 rpm. The maximal torque value assumed at the design stage was 720 Nm. Due to the mechanical design of the engine with the maximum pressure in the combustion chamber of 300 bar and the high permissible temperatures of the piston crown and cylinder, the test results allow the assumption that the nominal parameters will be exceeded.
The analysis of the designed engine based on theoretical calculations and the results of the research presented in the referenced publications shows that PAMAR engines have a chance to achieve competitive values of mechanical and thermodynamic efficiency.
Future work on the PAMAR 4 engine will focus, among other things, on the experimental demonstration of the high efficiency of the engine. Torque tests for higher rotational speeds will be carried out first. Then, after installing a precision fuel flow meter on the stand, it will be possible to determine the fuel consumption map. Subsequent tests will be carried out on new fuels, the first of which will be methanol and ethanol. The research will also be carried out for the implementation of the HCCI combustion, which has already been carried out in PAMAR 3. The interest in HCCI combustion is mainly due to its low NOx and PM emissions. For 2021 there are tests of the currently assembled PAMAR 5 planned, in which one of the designed systems is to be responsible for dosing gaseous fuel with different calorific values.
The advantages of barrel engines presented in the article result only from their mechanical design. This means that they can be an excellent basis for further research, guaranteeing from the very beginning a higher efficiency than engines with a classic crank mechanism. Work on further reduction of emissions can be directed-as in other engines–towards researching ecological fuels, additional injection of various additives (water, urea) into the combustion chamber and manifolds or the use of catalytic converters.