Starter (engine)

A 1920s era electric self-starter for an airship engine

Typical electric starter installed underneath and toward the rear of an automobile engine

The Norbert Riedel-designed, "APU-style" two-stroke starter motor for a Jumo 004 turbojet engine

Before the advent of the starter motor, engines were started by various methods including wind-up springs, gunpowder cylinders, and human-powered techniques such as a removable crank handle which engaged the front of the crankshaft, pulling on an airplane propeller, or pulling a cord that was wound around an open-face pulley.

The hand-crank method was commonly used to start engines, but it was inconvenient, difficult, and dangerous. The behavior of an engine during starting is not always predictable. The engine can kick back, causing sudden reverse rotation. Many manual starters included a one-directional slip or release provision so that once engine rotation began, the starter would disengage from the engine. In the event of a kickback, the reverse rotation of the engine could suddenly engage the starter, causing the crank to unexpectedly and violently jerk, possibly injuring the operator. For cord-wound starters, a kickback could pull the operator towards the engine or machine, or swing the starter cord and handle at high speed around the starter pulley. Even though cranks had an overrun mechanism, when the engine started, the crank could begin to spin along with the crankshaft and potentially strike the person cranking the engine. Additionally, care had to be taken to retard the spark in order to prevent backfiring; with an advanced spark setting, the engine could kick back (run in reverse), pulling the crank with it, because the overrun safety mechanism works in one direction only.

Although users were advised to cup their fingers and thumb under the crank and pull up, it felt natural for operators to grasp the handle with the fingers on one side, the thumb on the other. Even a simple backfire could result in a broken thumb; it was possible to end up with a broken wrist, a dislocated shoulder or worse. Moreover, increasingly larger engines with higher compression ratios made hand cranking a more physically demanding endeavour.

The first electric starter was installed on an Arnold, an adaptation of the Benz Velo, built in 1896 in East Peckham, England, by electrical engineer H. J. Dowsing.[1]

In 1903, Clyde J. Coleman invented and patented the first electric starter in America U.S. Patent 0,745,157.[2]

In 1911, Charles F. Kettering, with Henry M. Leland, of Dayton Engineering Laboratories Company (DELCO), invented and filed U.S. Patent 1,150,523 for an electric starter in America. (Kettering had replaced the hand crank on NCR's cash registers with an electric motor five years earlier.)

One aspect of the invention lay in the realization that a relatively small motor, driven with higher voltage and current than would be feasible for continuous operation, could deliver enough power to crank the engine for starting. At the voltage and current levels required, such a motor would burn out in a few minutes of continuous operation, but not during the few seconds needed to start the engine. The starters were first installed by Cadillac on production models in 1912, with the same system being adopted by Lanchester later that year.[3] These starters also worked as generators once the engine was running, a concept that is now being revived in hybrid vehicles.

Although the electric starter motor was to come to dominate the car market, in 1912, there were several competing types of starter,[3] with the Adams, S.C.A.T. and Wolseley cars having direct air starters, and Sunbeam introducing an air starter motor with similar approach to that used for the Delco and Scott-Crossley electrical starter motors (i.e. engaging with a toothed ring on the flywheel). The Star and Adler cars had spring motors (sometimes referred to as clockwork motors), which used the energy stored in a spring driving through a reduction gear. If the car failed to start, the starter handle could be used to wind up the spring for a further attempt.

One of the innovations on the first Dodge car, the Model 30/35 at its introduction in 1914 was an electric starter and electric lighting with a 12-volt system (against the six volts that was usual at the time) as a standard fitment on what was a relatively low-priced car. The Dodge used a combined starter-generator unit, with a direct current dynamo permanently coupled by gears to the engine's crankshaft. A system of electrical relays allowed this to be driven as a motor to rotate the engine for starting, and once the starter button was released the controlling switchgear returned the unit to operation as a generator. Because the starter-generator was directly coupled to the engine it did not need a method of engaging and disengaging the motor drive. It thus suffered negligible mechanical wear and was virtually silent in operation. The starter-generator remained a feature of Dodge cars until 1929. The disadvantage of the design was that, as a dual-purpose device, the unit was limited in both its power as a motor and its output as a generator, which became a problem as engine size and electrical demands on cars increased. Controlling the switch between motor and generator modes required dedicated and relatively complex switchgear which was more prone to failure than the heavy-duty contacts of a dedicated starter motor. While the starter-generator dropped out of favour for cars by the 1930s, the concept was still useful for smaller vehicles and was taken up by the German firm SIBA Elektrik which built similar system intended mostly for use on motorcycles, scooters, economy cars (especially those will small-capacity two-stroke engines]] and marine engines. These were marketed under the 'Dynastart' name. Since motorcycles usually had small engines and limited electrical equipment, as well as restricted space and weight, the Dynastart was a useful feature. The windings for the starter-generator were usually incorporated into the engine's flywheel, thus not requiring a separate unit at all.

The Ford Model T relied on hand cranks until 1919; during the 1920s, electric starters became near-universal on most new cars, making it easier for women and elderly people to drive. It was still common for cars to be supplied with starter handles into the 1960s, and this continued much later for some makes (e.g. Citroën 2CV until end of production in 1990). In many cases, cranks were used for setting timing rather than starting the engine as growing displacements and compression ratios made this impractical. Communist bloc cars such as Ladas often still sported crank-starting as late as the 1980s.

For the first examples of production German turbojet engines later in World War II, Norbert Riedel designed a small two-stroke, opposed-twin gasoline engine to start both the Junkers Jumo 004 and BMW 003 aircraft gas turbines as a form of auxiliary power unit to get the central spindle of each engine design rotating — these were usually installed at the very front of the turbojet, and were themselves started by a pull-rope to get them running during the startup procedure for the jet engines they were fitted to.

Before Chrysler's 1949 innovation of the key-operated combination ignition-starter switch,[4] the starter was often operated by the driver pressing a button mounted on the floor or dashboard. Some vehicles had a pedal in the floor that manually engaged the starter drive pinion with the flywheel ring gear, then completed the electrical circuit to the starter motor once the pedal reached the end of its travel. Ferguson tractors from the 1940s, including the Ferguson TE20, had an extra position on the gear lever that engaged the starter switch, ensuring safety by preventing the tractors from being started in gear.[5]

1. Main housing (yoke)
2. Freewheel and pinion gear assembly
3. Armature
4. Field coils with brushes attached
5. Brush-carrier
6. Solenoid

Starter motor diagram

The electric starter motor or cranking motor is the most common type used on gasoline engines and small diesel engines. The modern starter motor is either a permanent-magnet or a series-parallel wound direct current electric motor with a starter solenoid (similar to a relay) mounted on it. When DC power from the starting battery is applied to the solenoid, usually through a key-operated switch (the "ignition switch"), the solenoid engages a lever that pushes out the drive pinion on the starter driveshaft and meshes the pinion with the starter ring gear on the flywheel of the engine.

The solenoid also closes high-current contacts for the starter motor, which begins to turn. Once the engine starts, the key-operated switch is opened, a spring in the solenoid assembly pulls the pinion gear away from the ring gear, and the starter motor stops. The starter's pinion is clutched to its drive shaft through an overrunning sprag clutch which permits the pinion to transmit drive in only one direction. In this manner, drive is transmitted through the pinion to the flywheel ring gear, but if the pinion remains engaged (as for example because the operator fails to release the key as soon as the engine starts, or if there is a short and the solenoid remains engaged), the pinion will spin independently of its drive shaft. This prevents the engine driving the starter, for such backdrive would cause the starter to spin so fast as to fly apart.

The sprag clutch arrangement would preclude the use of the starter as a generator if employed in the hybrid scheme mentioned above, unless modifications were made. The standard starter motor is typically designed for intermittent use, which would preclude its use as a generator. The starter's electrical components are designed only to operate for typically under 30 seconds before overheating (by too-slow dissipation of heat from ohmic losses), to save weight and cost. Most automobile owner manuals instruct the operator to pause for at least ten seconds after each ten or fifteen seconds of cranking the engine, when trying to start an engine that does not start immediately.

This overrunning-clutch pinion arrangement was phased into use beginning in the early 1960s; before that time, a Bendix drive was used. The Bendix system places the starter drive pinion on a helically cut drive shaft. When the starter motor begins turning, the inertia of the drive pinion assembly causes it to ride forward on the helix and thus engage with the ring gear. When the engine starts, backdrive from the ring gear causes the drive pinion to exceed the rotative speed of the starter, at which point the drive pinion is forced back down the helical shaft and thus out of mesh with the ring gear.[6] This has the disadvantage that the gears will disengage if the engine fires briefly but does not continue to run.

Some gas turbine engines and diesel engines, particularly on trucks, use a pneumatic self-starter. In ground vehicles the system consists of a geared turbine, an air compressor and a pressure tank. Compressed air released from the tank is used to spin the turbine, and through a set of reduction gears, engages the ring gear on the flywheel, much like an electric starter. The engine, once running, drives the compressor to recharge the tank.

Aircraft with large gas turbine engines are typically started using a large volume of low-pressure compressed air, supplied from a very small engine referred to as an auxiliary power unit, located elsewhere in the aircraft. Alternately, aircraft gas turbine engines can be rapidly started using a mobile ground-based pneumatic starting engine, referred to as a start cart or air start cart.

On larger diesel generators found in large shore installations and especially on ships, a pneumatic starting gear is used. The air motor is normally powered by compressed air at pressures of 10–30 bar. The air motor is made up of a center drum about the size of a soup can with four or more slots cut into it to allow for the vanes to be placed radially on the drum to form chambers around the drum. The drum is offset inside a round casing so that the inlet air for starting is admitted at the area where the drum and vanes form a small chamber compared to the others. The compressed air can only expand by rotating the drum, which allows the small chamber to become larger and puts another one of the cambers in the air inlet. The air motor spins much too fast to be used directly on the flywheel of the engine; instead a large gearing reduction, such as a planetary gear, is used to lower the output speed. A Bendix gear is used to engage the flywheel.

Since large trucks typically use air brakes, the system does double duty, supplying compressed air to the brake system. Pneumatic starters have the advantages of delivering high torque, mechanical simplicity and reliability. They eliminate the need for oversized, heavy storage batteries in prime mover electrical systems.

Large Diesel generators and almost all Diesel engines used as the prime mover of ships use compressed air acting directly on the cylinder head. This is not ideal for smaller Diesels, as it provides too much cooling on starting. Also, the cylinder head needs to have enough space to support an extra valve for the air start system. The air start system is conceptually very similar to a distributor in a car. There is an air distributor that is geared to the camshaft of the Diesel engine; on the top of the air distributor is a single lobe similar to what is found on a camshaft. Arranged radially around this lobe are roller tip followers for every cylinder. When the lobe of the air distributor hits one of the followers it will send an air signal that acts upon the back of the air start valve located in the cylinder head, causing it to open. Compressed air is provided from a large reservoir that feeds into a header located along the engine. As soon as the air start valve is opened, the compressed air is admitted and the engine will begin turning. It can be used on two-cycle and four-cycle engines and on reversing engines. On large two-stroke engines less than one revolution of the crankshaft is needed for starting.

Hydraulic Starter

Some Diesel engines from six to 16 cylinders are started by means of a hydraulic motor. Hydraulic starters and the associated systems provide a sparkless, reliable method of engine starting over a wide temperature range.[9] Typically hydraulic starters are found in applications such as remote generators, lifeboat propulsion engines, offshore fire pumping engines, and hydraulic fracturing rigs. The system used to support the hydraulic starter includes valves, pumps, filters, a reservoir, and piston accumulators. The operator can manually recharge the hydraulic system; this cannot readily be done with electric starting systems, so hydraulic starting systems are favored in applications wherein emergency starting is a requirement.

With various configurations, Hydraulic starters can be fitted on any engine. Hydraulic starters employ the high efficiency of the axial piston motor concept, which provides high torque at any temperature or environment, and guarantees minimal wear of the engine ring gear and the pinion.[10]

• Aircraft engine starter
• Coffman starter
• Flame-start system
• Hucks starter
• Hybrid Synergy Drive
• Vincent Hugo Bendix