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Summary of Oversquare vs Undersquare engines. Do you agree?

11/09/2010 8:32 AM

This is taken (paraphrased slightly) from what I think is a very good description of the differences:
http://www.v-twinforum.com/forums/twin-cam-engine-mods/117640-bore-vs-stroke-yeilds-what.html#post1289498

>>
A piston engine is undersquare or longstroke if its cylinders have a smaller bore (width, diameter) than stroke (length of piston travel). Oversquare is the opposite.

Undersquare engines

These produce strong torque at low to mid range rpm's because of the "leverage" advantage of a longer stroke. But, undersquare can be a negative trait, since a longer stroke usually means greater friction, a weaker crankshaft and a smaller bore means smaller valves which restricts gaseous exchange; however, modern technology has lessened these problems (explanation?). An undersquare engine usually has a lower redline, but should generate more low-end torque. In addition, a longer stroke engine can have a higher compression ratio with the same octane fuel compared to a similar displacement engine with a much shorter stroke ratio. This also equals better fuel economy and somewhat better emissions. Going undersquare can cause pistons to wear more quickly (greater side-loads on the cylinder walls) and can cause ring seal problems and lubrication problems; with increased loads on the crankshaft, pistons, the piston pins, connecting rods, and rod bearings (due to piston speed). In general, a longer stroke leads to higher thermal efficiency through faster burning and lower overall chamber heat loss. A longer stroke will have greater port velocity at a given RPM, more torque due to more leverage on the crank, will achieve it's greatest efficiency at a lower RPM. Smaller combustion chambers are also more efficient, with the flame front having a shorter distance to travel- this leads to being more detonation resistant, and having an advantage for emissions.


Oversquare engines

These are generally more reliable, wears less, and can be run at a higher speed. In oversquare engines power does not suffer, but low-end torque does - it being relative to crank throw (distance from the crank center to the crankpin). An oversquare engine cannot have as high a compression ratio as a similar engine with a much higher stroke ratio, and using the same octane fuel. This causes the oversquare engine to have poorer fuel economy, and somewhat poorer exhaust emissions. Breathing is an important advantage for oversquare engines, as the edges of the valves are less obstructed by the cylinder wall (called "unshrouded"). The big bore can fit larger (or more) valves into the head and give them more breathing room.

With shorter crankshaft stroke (and therefore piston travel) parasitic losses are reduced. Ring drag is the major source of internal frictionand the crankshaft assembly also rotates in a smaller arc, so the windage is reduced. Oil-pressure problems caused by windage and oil aeration are lessened.

----------------

It also states that 'engines used at sustained high rpm are usually better suited to running with less stroke and more bore (oversquare).'

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#1

Re: Summary of Oversquare vs Undersquare engines. Do you agree?

11/09/2010 8:33 AM

Assuming the description is more or less correct I'm wondering what the implications would be for having an engine running in a hybrid configuration. I'm thinking that a slightly undersized oversquare engine 'straining' (with a driveline bias toward using higher revs) most of the time - with the e-motor making up for the shortage of torque - would be the more efficient configuration,

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#3
In reply to #1

Re: Summary of Oversquare vs Undersquare engines. Do you agree?

11/09/2010 11:31 AM

Undersized is pretty clearly the way to go: efficiency improves with higher load. This is the key reason for the existence of hybrids.

Otherwise, designing for high peak efficiency is the way to go. You will probably sacrifice engine flexibility and perhaps both low end torque and high end power to gain efficiency at an a particular peak (efficiency) rpm and load.

The Prius engine is undersquare and of higher efficiency that any other gasoline engine on the road. It has a geometric compression ratio of 13, and (other things being equal... which they rarely are) a small bore can help enable high compression without detonation because of a shorter flame front travel path. (Its actual effective compression ratio is not equal to the geometric compression ratio, because the Atkinson cycle has asymmetric compression and expansion.)

It might be interesting to experiment with a true Atkinson cycle engine, which could be slightly more efficient than the Prius engine, which simulates the Atkinson cycle by allowing some blowback into the intake manifold.

In general, high rpm does not promote high efficiency, partly because the engine must work too hard to pump air against drag, which goes up with the square of flow speed. But perhaps you have some other compensating effect in mind to favor high rpm. In general, any engine is most efficient at its peak torque speed (which tends to be at lowish rpm) for the same reasons that the torque peaks at that speed.

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#13
In reply to #3

Re: Summary of Oversquare vs Undersquare engines. Do you agree?

11/11/2010 7:35 AM

"In general, any engine is most efficient at its peak torque speed" - This kind of turns my primary assumption on it head, doesn't it?

I personally hope to put together a lightly hybrid-ed undersized engine to save on fuel for equivalent or slightly improved acceleration (esp. round town).

The engine I would be replacing is under a litre anyway, but although tech. (carbs & everything!) can turn out 45+ bhp as standard with 50+ mpg(imp) on a run (but is poor in town). For this reason I have been looking around at bike engines, but taking on-board the points made here that might seem the wrong (revvy/oversq) way to go.

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#2

Re: Summary of Oversquare vs Undersquare engines. Do you agree?

11/09/2010 10:50 AM

I'd say this is a poor-to-remarkably-poor summary of oversquare and undersquare characteristics. Oversquare engines are certainly not inherently more reliable than undersquare -- that's just nonsense. Engineers balance various traits to gain the reliability and cost levels they seek. There are incredibly reliable engines of both types.

If you look at the engines produced by Honda, many are undersquare, and many have few of the characteristics that once were attributed to undersquare engines. They tend to be models of reliability. There is far, far more to engine design than oversimplifications of over/under square issues.

Properly designed oversquare engines can produce more low end torque than many roughly equivalent undersquare designs, because, for a given BMEP, there is greater force on the piston, due to its greater area. In addition (and compounding the effect of greater piston area), it is likely that BMEP in an oversquare engine is greater than that in an undersquare engine, because of the improved breathing allowed by larger valves.

The short answer is that these old generalizations are wrong, because many supposed limitations of one over the other are routinely balanced by engineering refinements. For example, variable valve timing (and more dramatically, turbocharging) has made torque curve shape relatively independent of over/undersquare issues.

Look at the dimensions for Briggs and Stratton engines. Low rpm engines but substantially oversquare. The Honda TL250 was a trials bike (and, like all trials bikes, built for very strong low end torque, while sacrificing high rpm power.) This engine was strongly oversquare, with a bore of 74mm and stroke of 57.9mm.

This summary is as useful as it is to say that all blonds are airheads.

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#4

Re: Summary of Oversquare vs Undersquare engines. Do you agree?

11/09/2010 11:15 PM

Back in the "old days", much of this might have been true, but technology and engineering has negated many of these assertions and assumptions.

For example, we can modify torque through other design factors, such as camshaft design.

We can use electronics to more efficiently control engine operation and improve thermal efficiency and fuel mileage.

We can use design techniques to negate any influence of "stroke ratio" and set compressions ratios as we need. We can also design engines to reduce parasitic losses and mostly eliminate the effect of oversquare vs undersquare designs regarding this.

A lot of nostalgic, but incorrect information.

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#5

Re: Summary of Over square vs Under square engines. Do you agree?

11/10/2010 1:07 AM

The article fails to address connecting rod length, which can vary according to engine design.A longer connecting rod,with same stroke, results in a longer dwell time at the top of stroke, and more torque.Of course, this results in a deeper or wider engine, which increases weight.There are plenty of stroker engine conversions that use all available internal journal area to add longer rods and longer stroke.This is usually done to increase torque , and efficiency or long term durability is not a consideration to a racer.Oil splash is countered by a windage tray or scraper to prevent "roping" of the lubricant.

Hard to make a generalized statement on piston/stroke ratios versus performance.It all depends on the desired application.It is true that a shorter stroke engine can achieve higher rpm due to reduced piston speed,with the theoretical limit being the speed of your flame front,which used to be around 4900 fpm on retail consumer gasoline.

The same compression can be achieved with either configuration, as this is a function of combustion chamber volume,piston shape, and volume of cylinder.

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#6

Re: Summary of Oversquare vs Undersquare engines. Do you agree?

11/10/2010 1:25 AM

Do the math. Undersquare=longer crank throw, but smaller piston area. Oversquare=shorter crank throw, but larger piston area. It's a wash, except short-strokes can go faster, giving more power strokes per minute, and thus more horsepower. If you want torque, you gear down horsepower. Duh.

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#7
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Re: Summary of Oversquare vs Undersquare engines. Do you agree?

11/10/2010 8:34 AM

REMARKABLE! Thus far all contributors seem to automatically assume 4-stroke petrol/lpg engines. No one even mentioned 2-stroke and/or diesel engines, although consequences of bore/stroke ratios are very different there. More interesting too...

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Re: Summary of Oversquare vs Undersquare engines. Do you agree?

11/10/2010 8:47 AM

There's a basic error here. An undersquare engine of a given capacity does not produce more torque because of leverage.

If P = cylinder pressure, L = stroke length, r = bore radius and V = swept volume per cylinder -

Torque T = P*pi*r2*L/2 and V = pi*r2*L so T = P*V/2. For given V the individual values of r and L do not come into it.

Cheers.........Codey

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#9

Re: Summary of Oversquare vs Undersquare engines. Do you agree?

11/10/2010 10:32 AM

Shazam! Geeesshh and whussup...?!

Can't we keep ANY thread here IN-CONTEXT...?

Subject = Summary of Oversquare vs Undersquare engines. Do you agree?

The link in the OP takes you to (voila!) a motorcycle V-Twin forum...smak!

post2 goes right-after the Op with: "If you look at the engines produced by Honda, many are undersquare..." with the link dealing entirely with CAR engines. (ok, so a subsequent link gets into the correct context, later on)

post7 says "REMARKABLE! Thus far all contributors seem to automatically assume 4-stroke petrol/lpg engines. No one even mentioned 2-stroke and/or diesel engines..."

?duh? how many 2-stroke V-Twins have you ridden?! Or diesel bikes for that matter?

wth! ?

Please , please , please don't the next poster be talkin bout 9-ft diameter pistons on the oil tanker ships they build!!!

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#10
In reply to #9

Re: Summary of Oversquare vs Undersquare engines. Do you agree?

11/10/2010 2:08 PM

If you read Shep's post #1, you can see he is planning a hybrid. It's unlikely that he is planning a hybrid motorcycle.

If he were, then he would have probably qualified his title. This summary, as presented, is equally useless (i.e out of date, oversimplified, over-generalized and in some cases just plain wrong) for either motorcycle or car engines. Undersquare vs oversquare issues apply to both motorcycle and car engines. At this fundamental engineering level, there is no difference between car engines and motorcycle engines.

The fact that the original article intended to deal with generic (car, bike, stationary) design issues is revealed by this quote: "the oversquare motors have increased in popularity particularly when it comes to motorcycles."

Of course, the Vtwin forum is mainly focused on Harleys. The only Vtwins in which any of this means anything (high revving vs low revving, high hp vs low) is with Ducatis. Harleys don't rev, and don't make horsepower in any meaningful sense -- they are glorified lawn tractor engines.

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#11
In reply to #10

Re: Summary of Oversquare vs Undersquare engines. Do you agree?

11/10/2010 6:12 PM

Harleys don't rev, and don't make horsepower in any meaningful sense -- they are glorified lawn tractor engines.

Should I assume that you do not own a Harley?

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#12
In reply to #9

Re: Summary of Oversquare vs Undersquare engines. Do you agree?

11/11/2010 7:06 AM

Sorry to be misleading - Although I did quote the article from a bike forum I originally found it quoted on another forum about cars (where they had, like me, quoted the source).

I have made an assumption here that the rules for bikes (in this case) are the same as for car engines (although obviously with different displacement and gearing).

As is pointed out, I did split the info about use in hybrids off to a reply, due to wanting a separate answer to 'is it a good description or not?'.

Obviously now, since the consensus is that it is a best an out-of-date description, I have to re-evaluate what is the 'right choice' where a DIY 'mild' hybrid is concerned.

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