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Turbocharging
Introduction
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Fundamentals
The turbocharger's basic functions havenot fundamentally changed since the timesof Alfred Bchi, who first patented the
exhaust-driven supercharger in 1905. A turbocharger consists of a compressor
and a turbine connected by a common
shaft. The exhaust-gas-driven turbinesupplies the drive energy for thecompressor.
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Components
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Compressor
Design and functionTurbocharger compressors are generally centrifugalcompressors consisting of three essential components:compressor wheel, diffuser, and housing. With the
rotational speed of the wheel, air is drawn in axially,accelerated to high velocity and then expelled in a radialdirection.
The diffuser slows down the high-velocity air, largelywithout losses, so that both pressure and temperature
rise. The diffuser is formed by the compressor backplateand a part of the volute housing, which in its turn collectsthe air and slows it down further before it reaches thecompressor exit.
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Compressor characteristics
Operating characteristics
The compressor operating behaviour is
generally defined by maps showing therelationship between pressure ratio and
volume or mass flow rate. The useable
section of the map relating to centrifugal
compressors is limited by the surge andchoke lines and the maximum permissible
compressor speed.
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Choke line
Choke lineThe maximum centrifugal compressorvolume flow rate is normally limited by the
cross-section at the compressor inlet.When the flow at the wheel inlet reachessonic velocity, no further flow rate increaseis possible. The choke line can berecognised by the steeply descendingspeed lines at the right on the compressormap.
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Turbine
The turbine wheel is
made from a high nickel
superalloy investment
casting. This method
produces accurate
turbine blade sections
and forms. Larger units
are cast individually. For
smaller sizes a foundrycan cast multiple wheels
using a tree configuration.
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Turbine side
Design and function
The turbocharger turbine, which consists of a
turbine wheel and a turbine housing, converts
the engine exhaust gas into mechanical energyto drive the compressor.
The gas, which is restricted by the turbine's flow
cross-sectional area, results in a pressure and
temperature drop between the inlet and outlet.This pressure drop is converted by the turbine
into kinetic energy to drive the turbine wheel.
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Turbine types
There are two main turbine types: axial andradial flow. In the axial-flow type, flow throughthe wheel is only in the axial direction. In radial-flow turbines, gas inflow is centripetal, i.e. in a
radial direction from the outside in, and gasoutflow in an axial direction.
Up to a wheel diameter of about 160 mm, onlyradial-flow turbines are used. This corresponds
to an engine power of approximately 1000 kWper turbocharger. From 300 mm onwards, onlyaxial-flow turbines are used. Between these twovalues, both variants are possible.
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Gas energy conversion
The radial-flow turbine is the most popular typefor automotive applications.
In the volute of such radial or centripetal
turbines, exhaust gas pressure is converted intokinetic energy and the exhaust gas at the wheelcircumference is directed at constant velocity tothe turbine wheel. Energy transfer from kinetic
energy into shaft power takes place in theturbine wheel, which is designed so that nearlyall the kinetic energy is converted by the time thegas reaches the wheel outlet.
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Behaviour
The turbine's characteristic behaviour isdetermined by the specific flow cross-section,the throat cross-section, in the transition area of
the inlet channel to the volute. By reducing thisthroat cross-section, more exhaust gas isdammed upstream of the turbine and the turbineperformance increases as a result of the higherpressure ratio. A smaller flow cross-section
therefore results in higher boost pressures.The turbine's flow cross-sectional area can beeasily varied by changing the turbine housing.
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Turbine design
Besides the turbine housing flow cross-
sectional area, the exit area at the wheel
inlet also influences the turbine's mass
flow capacity. The machining of a turbine
wheel cast contour allows the cross-
sectional area and, therefore, the boost
pressure, to be adjusted. A contourenlargement results in a larger flow cross-
sectional area of the turbine.
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Parameters
In practice, the operating characteristics ofexhaust gas turbocharger turbines aredescribed by maps showing the flow
parameters plotted against the turbinepressure ratio. The turbine map shows themass flow curves and the turbineefficiency for various speeds. To simplifythe map, the mass flow curves, as well asthe efficiency, can be shown by a meancurve .
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Efficiency
For a high overall turbocharger efficiency,
the co-ordination of compressor and
turbine wheel diameters is of vital
importance. The position of the operating
point on the compressor map determines
the turbocharger speed. The turbine wheel
diameter has to be such that the turbineefficiency is maximised in this operating
range.
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Twin entry Turbines
The turbine is rarely subjected to constant exhaustpressure. In pulse turbocharged commercial dieselengines, twin-entry turbines allow exhaust gas pulsationsto be optimised, because a higher turbine pressure ratio
is reached in a shorter time. Thus, through theincreasing pressure ratio, the efficiency rises, improvingthe all-important time interval when a high, more efficientmass flow is passing through the turbine. As a result ofthis improved exhaust gas energy utilisation, the
engine's boost pressure characteristics and, hence,torque behaviour is improved, particularly at low enginespeeds.
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Twin entry
To prevent the variouscylinders from interfering witheach other during the chargeexchange cycles, cylindersare connected together into
one exhaust gas manifold.Twin-entry turbines then allowthe exhaust gas flow to be fedseparately through the turbine.For example, a six-cylinderengine will use two 3-into-1
manifolds, and each manifoldthen feeds one turbo entry.
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Boost regulation
Control by turbine-side bypassThe turbine-side bypass is the simplest form of boostpressure control. The turbine size is chosen such thattorque characteristic requirements at low engine speeds
can be met and good vehicle driveability achieved. Withthis design, more exhaust gas than required to producethe necessary boost pressure is supplied to the turbineshortly before the maximum torque is reached.Therefore, once a specific boost pressure is achieved,
part of the exhaust gas flow is fed around the turbine viaa bypass. The wastegate which opens or closes thebypass is usually operated by a spring-loadeddiaphragm in response to the boost pressure.
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Modulated control
Electronic boost pressure controlsystems are increasingly used inmodern engines. When comparedwith purely pneumatic control,which can only function as a full-load pressure limiter, a flexible
boost pressure control allows anoptimal part-load boost pressuresetting.
This operates in accordance withvarious parameters such ascharge air temperature, degree oftiming advance and fuel quality.The operation of the flapcorresponds to that of thepreviously described actuator. Theactuator diaphragm is subjected toa modulated control pressureinstead of full boost pressure.
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Control pressures
This control pressure is lower than the
boost pressure and generated by a
proportional valve. This ensures that the
diaphragm is subjected to the boost
pressure and the pressure at the
compressor inlet in varying proportions.
The proportional valve is controlled by theengine electronics.
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Manifold blow-off valves
Blowoff valves are used to prevent compressor surge.Compressor surge is a phenomenon that occurs whenlifting off the throttle of a turbocharged car (with a non-existent or faulty bypass valve). When the throttle plateon a turbocharged engine running boost closes, highpressure in the intake system has nowhere to go. It isforced to travel back to the turbocharger in the form of apressure wave. This results in the wheel rapidlydecreasing speed and stalling. In extreme cases thecompressor wheel will stop completely or even go
backwards.C
ompressor surge is very hard on thebearings in the turbocharger and can significantlydecrease its lifespan. In addition, the now slower movingcompressor wheel takes longer to spool up when throttleis applied.
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Blow-off valves
With the installation of either a bypass valve or a blow-offvalve the pressurized air ia allowed to escape toatmosphere, allowing the turbo to continue spinning.This allows the turbocharger to have less turbo lag when
power is demanded next. Blow-off valves are not suitable for carburettor-equipped
engines, where the turbo is fitted as part of a suck-through installation, as the manifold mixture beingvented to atmosphere will contain fuel.
Blow-off valves also tend to make a tweeting noise, oftenassociated with an imbecile behind the wheel. This isespecially true if the blow-off valve has been equippedwith a little trumpet to amplify the sound.
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Variable Geometry
A Variable Turbine Geometryturbocharger is also known asa variable geometryturbocharger, or a VariableNozzle Turbine (VNT). A
turbocharger equipped withVariable Turbine Geometryhas little movable vanes whichcan direct exhaust flow ontothe turbine blades. The vaneangles are adjusted via an
actuator. The angle of thevanes vary throughout theengine RPM range to optimizeturbine behaviour.
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Low speed operation
In this cut-through diagram,you can see the direction ofexhaust flow when the variablevanes are in an almost closedangle. The narrow passage of
which the exhaust gas has toflow through accelerates theexhaust gas towards theturbine blades, making themspin faster. The angle of thevanes also directs the gas to
hit the blades at the properangle.
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High speed operation
The diagram on the
right shows how the
VGT vanes look like
when they are open. This is better for high
speed / high exhaust
pressure operation,
as it preventsoverspeed.
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High speed operation
This cut-throughdiagram shows theexhaust gas flow
when the variableturbine vanes are fullyopen. The highexhaust flows at highengine speeds are
fully directed onto theturbine blades by thevariable vanes.
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Bearings
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Bearings
The turbocharger shaft and turbine wheelassembly rotates at speeds up to 300,000 rpm.Turbocharger life should correspond to that of
the engine, which could be 1,000,000 miles for acommercial vehicle, and can be upwards of250,000 miles for a passenger car engine. Raceengines generally have much shorter lifespans,but are usually under significantly more strain.
Only sleeve bearings specially designed forturbochargers can meet these high requirementsat a reasonable cost.
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Bearings
Radial bearing systemWith a sleeve bearing, the shaft turns without friction onan oil film in the sleeve bearing bushing. For theturbocharger, the oil supply comes from the engine oilcircuit. The bearing system is designed such that brassfloating bushings, rotating at about half shaft speed, aresituated between the stationary centre housing and therotating shaft. This allows these high speed bearings tobe adapted such that there is no metal contact betweenshaft and bearings at any of the operating points.
Besides the lubricating function, the oil film in the bearingclearances also has a damping function, whichcontributes to the stability of the shaft and turbine wheelassembly.
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Bearings
The one-piece bearing system is a special form of asleeve bearing system. The shaft turns within astationary bushing, which is oil scavenged from theoutside. The outer bearing clearance can be designedspecifically for the bearing damping, as no rotation takesplace.
The hydrodynamic load-carrying capacity and thebearing damping characteristics are optimised by theclearances. The lubricating oil thickness for the innerclearances is therefore selected with respect to the
bearing strength, whereas the outer clearances aredesigned with regard to the bearing damping. Thebearing clearances are only a few hundredths of amillimetre.
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Ball Bearings
More recently, Turbocharger shafts have
been supported by small ball-bearing
races. This reduces the drag on the shafts
caused by the lubricant used in a plain
bearing and allows faster spool-up times.
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Axial-thrust bearing system
Neither the fully floating bushing bearings nor the single-piece fixed floating bushing bearing system supportforces in axial direction. As the gas forces acting on thecompressor and turbine wheels in axial direction are of
differing strengths, the shaft and turbine wheel assemblyis displaced in an axial direction. The axial bearing, asliding surface bearing with tapered lands, absorbs theseforces. Two small discs fixed on the shaft serve ascontact surfaces. The axial bearing is fixed in the centre
housing. An oil-deflecting plate prevents the oil fromentering the shaft sealing area.
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Oil drain
The lubricating oil flows into the turbocharger at apressure of approximately 4 bar. As the oil drains off atlow pressure, the oil drain pipe diameter must be muchlarger than the oil inlet pipe. The oil flow through the
bearing should, whenever possible, be vertical from topto bottom. The oil drain pipe should be returned into thecrankcase above the engine oil level. Any obstruction inthe oil drain pipe will result in back pressure in thebearing system. The oil then passes through the sealing
rings into the compressor and the turbine. The oil willalso oxidise due to the high temperatures, causing shaftdeposits and inadequate lubrication.
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Sealing
The centre housing must be sealed against thehot turbine exhaust gas and against oil loss fromthe centre housing. A piston ring is installed in a
groove on the rotor shaft on both the turbine andcompressor side. These rings do not rotate, butare firmly clamped in the centre housing. Thiscontactless type of sealing, a form of labyrinthseal, makes oil leakage more difficult due to
multiple flow reversals, and ensures that onlysmall quantities of exhaust gas escape into thecrankcase.
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Part Two
Cooling
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Cooling considerations
If we are to force in a greater charge of
fuel and air, then, assuming we manage to
combust it properly, we shall release more
energy, in the form of heat, light and
sound, and hopefully we will manage to
convert a significant proportion of this
energy into Kinetic energy as a result ofthe increased force on the piston crowns.
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Cooling
However, if we are using a 4-stroke petrol (spark
ignition) system, we are only looking at an
efficiency of about 28%.
We can harness some of the rest of the energyreleased to drive the turbo, but a lot of heat is
generated that we must be able to disperse.
Failure to successfully conduct away the excess
heat will lower the efficiency at best, and cause
catastrophic engine failure at worst.
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Cooling
The hottest part of the engine is the
combustion chamber. Temperatures may
reach over 2000C for short periods, and
when pistons melt at about 800C,
obviously something drastic has to be
done to conduct away the heat very
quickly.
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How can we remove excess heat
from Pistons?
Discuss!!
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Heat Pathways
There are three ways by which we can take heataway conduction, convection and radiation.
Conduction from pistons takes place via the
rings and skirt into the cylinder walls, and thenby further conduction into the coolantsurrounding the liners. The hot gas is also indirect contact with the cylinder walls and head,so conduction will take place there as well, againinto the coolant jacket. The coolant spacesaround the exhaust ports especially are largeand have to conduct away a lot of excess heat.
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The rest of the crown?
Hmm?
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Piston cooling
The piston crowns come in for a lot of thermalshock, and are too far away from the cylinderwalls to be cooled by direct conduction into thewater jacket. Pistons are therefore usuallycooled by an oil jet which is directed at theunderside of the crown, or by supplying oil to agallery which is cast into the piston and is keptfull either by the spray jet, or by an oil spray from
the top of the connecting rod. The oil in thegallery circulates and is ejected, so cooling thepiston crowns.
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So where does the heat go?
Water and oil?
Radiation into the surroundingatmosphere?
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Cooling
Obviously, the extra heat which is beingtransferred to coolant and oil must also bedissipated. It is vital to ensure that radiators cancope with the heat output, and necessarycoolant flow. It is equally important to ensurethat airflow through the radiators is unimpededby any sort of restriction, in terms of bodywork,air-way restriction or aerodynamic stagnancy. A
high-pressure air zone behind the radiator willimpede the airflow through it, and will reduce thesystem effectiveness.
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Cooling
Equally, the coolant must be of a high enoughspecification, in terms of boiling point, ability to wet thesurfaces properly (which water, due to it's surfacetension, is not always good at doing), anti-corrosion
properties, anti-freeze properties (especially somewherelike the Rally ofFinland), and the system must be able tohold a high-enough pressure, and be accuratelythermostatically controlled to ensure that the enginereaches operating temperature quickly and holds this
temperature stably (especially if the vehicle is racing invery cold or very wet conditions).
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Oil coolers
The same is true of oil coolers. The oil must bekept below it's natural oxidisation temperature,and the system must circulate the oil fastenough, through a big enough cooler, to ensurethat the excess heat can be dissipated. Thesump (on wet-sump engines) also acts as an oilcooler, so care must be taken when frontsplitters / air-dams are being modified to ensure
that an adequate airflow around the bottom ofthe engine remains. If this is not possible,additional oil-cooling circuitry must be installed.
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Combustion moderation
How can we moderate (ie keep control of)
combustion chamber temperatures?
M
ixture strength? Incoming charge additives?
EGR?
Alternative / more exotic fuels?
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Temperature moderation
Discuss!
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Variables
If we are going to run higher cylinder pressures,as a result of forced induction, increased thermaleffects and a potential fuel-change, we mustlook at all operational variables.
Will the mechanical components be strongenough to withstand the increase?
Will valves, valve lift and cam-timing suit the newinduction system?
Will the fuel detonate? Can we adjust ignitiontiming to compensate, or must we change fuelsor lower the compression ratio?
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Valves
Exhaust valves, especially, are subjected
to extreme conditions every time they
open to allow the spent gases to exit the
system. These gases may be at a
temperature of over 1000C, and have
significant corrosive and erosive properties
depending on fuel composition.
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Valve cooling
Valves are cooled, fundamentally, by
contact with the valve seat, and by
conduction up the valve stem and through
the guide and cam follower. It is therefore
in the interests of the engine designer to
keep exhaust valves closed as long as is
feasible to try to keep temperatures atacceptable levels.
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Valve design
There is a wide variety of designs of valve,ranging from simple penny on a stickdesigns to a tulip valve, with wide
variations across this spectrum. Valve seat areas have to strike a balance
between being wide enough to allow heatto be conducted away, while still beingnarrow enough not to pose a restriction togas-flow
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Stems
We have to be mindful of the fact that a lotof heat will be conducted up the valvestem, so we must therefore be careful in
our selection of materials for both valveand guide, and clearances must beadequate enough to allow for expansionwithout increasing oil consumption,
especially on inlet valve stems. Many raceengines don't have exhaust valve seals,which reduces the problems considerably.
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Stem design.
Must be thick enough for strength and to
soak up excessive heat, while being light
enough to prevent valve float / bounce.
Ideally valves should be as short as
possible, to conduct the heat away as fast
as possible.
Sodium filling?
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Bearings
More cylinder pressure puts more load onbearings. How can we offset this effect?
Increased bearing area? Higher oil
pressure? Better oil cooling to keepviscosity up and prevent degradation?
All the above will also create more
dynamic drag, which will contribute tohigher engine temperatures and cylinderpressures!