The Scotch yoke (also known as slotted link mechanism [1] ) is a reciprocating motion mechanism, converting the linear motion of a slider into rotational motion, or vice versa. The piston or other reciprocating part is directly coupled to a sliding yoke with a slot that engages a pin on the rotating part. The location of the piston versus time is simple harmonic motion, i.e., a sine wave having constant amplitude and constant frequency, given a constant rotational speed.
This setup is most commonly used in control valve actuators in high-pressure oil and gas pipelines.
Although not a common metalworking machine nowadays, crude shapers can use Scotch yokes. Almost all those use a Whitworth linkage, which gives a slow speed forward cutting stroke and a faster return.
It has been used in various internal combustion engines, such as the Bourke engine, SyTech engine, and many hot air engines and steam engines.
The term scotch yoke continues to be used when the slot in the yoke is shorter than the diameter of the circle made by the crank pin. For example, the side rods of a locomotive may have scotch yokes to permit vertical motion of intermediate driving axles. [2] [3]
What is essentially a Scotch yoke is used in the Tide-Predicting Machine No. 2 to generate a sinusoidal motion (sine functions).
Under ideal engineering conditions, force is applied directly in the line of travel of the assembly. The sinusoidal motion, cosinusoidal velocity, and sinusoidal acceleration (assuming constant angular velocity) result in smoother operation. The higher percentage of time spent at top dead centre (dwell) improves theoretical engine efficiency of constant volume combustion cycles. [4] It allows the elimination of joints typically served by a wrist pin, and near elimination of piston skirts and cylinder scuffing, as side loading of piston due to sine of connecting rod angle is mitigated. The longer the distance between the piston and the yoke, the less wear that occurs, but greater the inertia, making such increases in the piston rod length realistically only suitable for lower RPM (but higher torque) applications. [5] [6]
The Scotch yoke is not used in most internal combustion engines because of the rapid wear of the slot in the yoke caused by sliding friction and high contact pressures[ citation needed ]. This is mitigated by a sliding block between the crank and the slot in the piston rod. Also, increased heat loss during combustion due to extended dwell at top dead centre offsets any constant volume combustion improvements in real engines. [4] In an engine application, less percent of the time is spent at bottom dead centre when compared to a conventional piston and crankshaft mechanism, which reduces blowdown time for two-stroke engines. Experiments have shown that extended dwell time does not work well with constant volume combustion Otto cycle engines. [4] Gains might be more apparent in Otto cycle engines using a stratified direct injection (diesel or similar) cycle to reduce heat losses. [7]
An improved Scotch yoke, with a means of absorbing sideways thrust, was patented in 1978 by William L. Carlson, Jr., U.S. patent 4,075,898 . [8]
A crankshaft is a mechanical component used in a piston engine to convert the reciprocating motion into rotational motion. The crankshaft is a rotating shaft containing one or more crankpins, that are driven by the pistons via the connecting rods.
A piston is a component of reciprocating engines, reciprocating pumps, gas compressors, hydraulic cylinders and pneumatic cylinders, among other similar mechanisms. It is the moving component that is contained by a cylinder and is made gas-tight by piston rings. In an engine, its purpose is to transfer force from expanding gas in the cylinder to the crankshaft via a piston rod and/or connecting rod. In a pump, the function is reversed and force is transferred from the crankshaft to the piston for the purpose of compressing or ejecting the fluid in the cylinder. In some engines, the piston also acts as a valve by covering and uncovering ports in the cylinder.
A reciprocating engine, also often known as a piston engine, is typically a heat engine that uses one or more reciprocating pistons to convert high temperature and high pressure into a rotating motion. This article describes the common features of all types. The main types are: the internal combustion engine, used extensively in motor vehicles; the steam engine, the mainstay of the Industrial Revolution; and the Stirling engine for niche applications. Internal combustion engines are further classified in two ways: either a spark-ignition (SI) engine, where the spark plug initiates the combustion; or a compression-ignition (CI) engine, where the air within the cylinder is compressed, thus heating it, so that the heated air ignites fuel that is injected then or earlier.
A steam engine is a heat engine that performs mechanical work using steam as its working fluid. The steam engine uses the force produced by steam pressure to push a piston back and forth inside a cylinder. This pushing force can be transformed, by a connecting rod and crank, into rotational force for work. The term "steam engine" is most commonly applied to reciprocating engines as just described, although some authorities have also referred to the steam turbine and devices such as Hero's aeolipile as "steam engines". The essential feature of steam engines is that they are external combustion engines, where the working fluid is separated from the combustion products. The ideal thermodynamic cycle used to analyze this process is called the Rankine cycle. In general usage, the term steam engine can refer to either complete steam plants, such as railway steam locomotives and portable engines, or may refer to the piston or turbine machinery alone, as in the beam engine and stationary steam engine.
In mechanical engineering, a crosshead is a mechanical joint used as part of the slider-crank linkages of long reciprocating engines and reciprocating compressors to eliminate sideways force on the piston. Also, the crosshead enables the connecting rod to freely move outside the cylinder. Because of the very small bore-to-stroke ratio on such engines, the connecting rod would hit the cylinder walls and block the engine from rotating if the piston was attached directly to the connecting rod like on trunk engines. Therefore, the longitudinal dimension of the crosshead must be matched to the stroke of the engine.
The Stirling cycle is a thermodynamic cycle that describes the general class of Stirling devices. This includes the original Stirling engine that was invented, developed and patented in 1816 by Robert Stirling with help from his brother, an engineer.
The valve gear of a steam engine is the mechanism that operates the inlet and exhaust valves to admit steam into the cylinder and allow exhaust steam to escape, respectively, at the correct points in the cycle. It can also serve as a reversing gear. It is sometimes referred to as the "motion".
A connecting rod, also called a 'con rod', is the part of a piston engine which connects the piston to the crankshaft. Together with the crank, the connecting rod converts the reciprocating motion of the piston into the rotation of the crankshaft. The connecting rod is required to transmit the compressive and tensile forces from the piston. In its most common form, in an internal combustion engine, it allows pivoting on the piston end and rotation on the shaft end.
The Walschaerts valve gear is a type of valve gear used to regulate the flow of steam to the pistons in steam locomotives, invented by Belgian railway engineer Egide Walschaerts in 1844. The gear is sometimes named without the final "s", since it was incorrectly patented under that name. It was extensively used in steam locomotives from the late 19th century until the end of the steam era.
In the study of mechanisms, a four-bar linkage, also called a four-bar, is the simplest closed-chain movable linkage. It consists of four bodies, called bars or links, connected in a loop by four joints. Generally, the joints are configured so the links move in parallel planes, and the assembly is called a planar four-bar linkage. Spherical and spatial four-bar linkages also exist and are used in practice.
A coupling rod or side rod connects the driving wheels of a locomotive. Steam locomotives in particular usually have them, but some diesel and electric locomotives, especially older ones and shunter locomotives, also have them. The coupling rods transfer the power of drive to all wheels.
Engine balance refers to how the inertial forces produced by moving parts in an internal combustion engine or steam engine are neutralised with counterweights and balance shafts, to prevent unpleasant and potentially damaging vibration. The strongest inertial forces occur at crankshaft speed and balance is mandatory, while forces at twice crankshaft speed can become significant in some cases.
Reciprocating motion, also called reciprocation, is a repetitive up-and-down or back-and-forth linear motion. It is found in a wide range of mechanisms, including reciprocating engines and pumps. The two opposite motions that comprise a single reciprocation cycle are called strokes.
After about 1910, the Baker valve gear was the main competitor to Walschaerts valve gear for steam locomotives in the United States. Strictly speaking it was not a valve gear but a variable expansion mechanism adapted to the Walschaerts layout replacing the expansion link and sliding die block. The Baker arrangement used more pivot bearings or pin joints, but avoided the die slip inherent to the expansion link, with the aim of lessening wear and the need for service; it could also facilitate longer valve travel.
The Bourke engine was an attempt by Russell Bourke, in the 1920s, to improve the two-stroke internal combustion engine. Despite finishing his design and building several working engines, the onset of World War II, lack of test results, and the poor health of his wife compounded to prevent his engine from ever coming successfully to market. The main claimed virtues of the design are that it has only two moving parts, is lightweight, has two power pulses per revolution, and does not need oil mixed into the fuel.
An axial engine is a type of reciprocating engine with pistons arranged around an output shaft with their axes parallel to the shaft. Barrel refers to the cylindrical shape of the cylinder group whilst the Z-crank alludes to the shape of the crankshaft.
The reciprocating motion of a non-offset piston connected to a rotating crank through a connecting rod can be expressed by equations of motion. This article shows how these equations of motion can be derived using calculus as functions of angle (angle domain) and of time (time domain).
In a reciprocating engine, the dead centre is the position of a piston in which it is either farthest from, or nearest to, the crankshaft. The former is known as top dead centre (TDC) while the latter is known as bottom dead centre (BDC).
An internal combustion engine is a heat engine in which the combustion of a fuel occurs with an oxidizer in a combustion chamber that is an integral part of the working fluid flow circuit. In an internal combustion engine, the expansion of the high-temperature and high-pressure gases produced by combustion applies direct force to some component of the engine. The force is typically applied to pistons, turbine blades, a rotor, or a nozzle. This force moves the component over a distance, transforming chemical energy into kinetic energy which is used to propel, move or power whatever the engine is attached to.
A slider-crank linkage is a four-link mechanism with three revolute joints and one prisimatic (sliding) joint. The rotation of the crank drives the linear movement of the slider, or the expansion of gases against a sliding piston in a cylinder can drive the rotation of the crank.
