08 Reeds General Engineering Knowledge

REED'S
GENERAL ENGINEERING KNOWLEDGE

FOR MARINE ENGINEERS
A1
REED'S
GENERAL ENGINEERING
KNOWLEDGE
FOR MARINE ENGINEERS
by
LESLIE JACKSON, B.Sc. (Lond.).
C. Eng., F.I. Mar E., F.RJ.N.A.
.
Extra First Class Engineers' Certificate
and
THOMAS D. MORTON
C. Eng., F.I. Mar E., M.I. Mech. E.
.
Extra First Class Engineers' Certificate
ADLARDCOLESNAunCAL
London
A2
Published by Adlard Coles Nautical
an imprint of A & C Black Publishers Ltd
37 Soho Square, London WID 3QZ
www.adlardcoles.com
Copyright © Adlard Coles Nautical 2003
First published by Thomas Reed Publications 1966

Second edition 1971
Reprinted 1974, 1976
Third edition 1978
Reprinted 1979, 1984
Fourth edition 1986
Reprinted 1990, 1994, 1995, 1997, 1998, 1999,2001
Reprinted by Adlard Coles Nautical 2003
ISBN 0-7136-6735 4
All rights reserved. No part of this publication may be

reproduced in any form or by any means - graphic,
electronic or mechanical, including photocopying,
recording, taping or information storage and retrieval
systems - without the prior permission in writing of the
publishers.
A CIP catalogue record for this book is available from the

British Library.
Printed and bound in Great Britain by MPG Books Ltd,

Bodmin, Cornwall
A'3
-
PREFACE
The object of this book is primarily to prepare students for the

Certificates of Competency of the Department of Transport in
the subject of General Engineering Knowledge. It also covers the
syllabus for Engineer Cadet courses in the subject.
The text is intended to cover the ground work required for the
examinations. The syllabus and principles involved are virtually
the same for all examinations but questions set in the Class One
require the most detailed answer.
The book is not to be considered as a close detail reference
work but rather as a specific examination guide, in particular
most of the sketches are intended as direct applications to the
examination requirements. If fu�ther . knowledge from an
interest aspect is required the student. is advised to consult a
specialist text book, e.g., lubrication; stabilisers, metallurgy,
etc., as the range of modern marine practice has superseded the
times whereby all the subject can be accurately presented in one
volume.
The best method of study is to read carefully through each
chapter, practising sketchwork, and when the principles have
been mastered to attempt the few examples at the end of each
chapter. Finally, the miscellaneous questions at the end of the
book should be worked through. The best preparation for any
examinations is the work on examples, this is difficult in the
subject of Engineering Knowledge as no model answer is
available, nor indeed anyone text book to cover all the possible
questions. As a guide it is suggested that the student finds ·his
information first and then attempts each question in the book in.
turn, basing his answer on a good descriptive sketch and writing
occupying about one side of A4 in 20 minutes.
In order to keep as closely abreast as possible to the latest DTp
examination questions the book has been extensively revised.
The Department of Transport publish examination question
papers and have given permission to reproduce questions from
them.
L. JACKSON
T. D. MORTON
CONTENTS
CHAPTER 1- Materials PAGE

Manufacture of iron and steel -
processes. Cast iron. Simple metal
lurgy of steel and cast iron. Proper
ties of materials - ductility, hard
ness, etc. Testing of materials -
tensile, hardness, impact, etc. Non
destructive tests. Treatment of
metals - hardening, tempering,
annealing, etc. Forming of metals
- casting, forging, etc. Elements in
irons and steels. Effects of alloying
elements. Non-ferrous metals. Non
m e t a l l i c materials. Table of
properties and uses of various
metals. Welding - electric arc
processes, preparation, faults.
Soldering and brazing. Gas cutting . 1-46
CHAPTER 2- Fuel Technology

Liquid fuels - petroleum, distilla
tion, refining. Testing of liquid fuels
and oils - density, viscosity, flash
point, calorific value, etc. Combust
ion of fuel - combustibles, hydro
carbons, flame temperature, addi
tives. Analysis of flue gases -
Orsat, COl recorders, Clean Air
Act, dissociation, heat balance.
Combustion equipment - burners,
air registers, fuel system, viscosity
control. Gaseous fuels - compati
bility, LNG and LPG, toxic
vapours, explosive vapours, tests ... 47-9 1
CHAPTER 3- Boilers and Ancillaries

Safety valves - types, materials,
adjustment, testing. Water level
indicators - direct, remote. Other
boiler mountings - soot blowers,
�
feed check valves. Boilers - waste
heat. Cochran. Scotch boiler, con
struction, defects, repairs, tests.
Packaged auxiliary boiler. Reducing
valve. Evaporators - scale, treat
ment. Evaporating and distilling
plants - flash evaporator, drinking
water ...................................... 92-140
CHAPTER 4- Corrosion, Boiler Water

Treatment and Tests
Corrosion - metals in sea water,
graphitisation, de-zincification.
Other corrosion topics - fretting,
pitting, fatigue. Boiler corrosion -
pH values, electro-chemical action,
causes of corrosion, galvanic action,
caustic embrittlement, etc. Sea
water - solids, lime and soda treat
ment, gases. High pressure boiler
water treatment - coagulants,
deaeration. Treatment for laid up
boilers. Boiler water tests
alkalinity, chlorinity, hardness, etc. 141-174
CHAPTER 5- Steering Gears

Telemeter (transducer) systems -
hydraulic transmitter, bypass valve,
receiver. Telemotor fluid, charging,
air effects, emergency operation.
Electric telemotor, control, local,
terminology. Power (amplifier)
systems - electric, hydraulic.
Variable delivery pumps. Hele
Shaw, swash plate. Actuator (servo)
mechanisms electro-hydraulic
steering gears; ram type, emergency
operation, control valve block, fork
tiller, four ram units, rotary vane
type, comparisons, automatic 'fail
safe' system. Electric steering gears;
Ward Leonard, single motor,
fl9.
emergency operation. Rules relating
to steering gears. Ship stabiliser -
electric control, hydraulic actua
tion, fin detail, etc. Auto control -
block diagrams, steering,
stabilisation. ............ ... ......... ..
. . . 175-210
CHAPTER 6- Shafting
Alignment - general, in ship, in
shops (crankshaft and bedplate),
telescope, overall, pilgrim wire.
Crankshaft deflections - data,
bearing adjustments. Shafting
stresses - calculations, inter
mediate, thrust, crank and propeller
shafts. Shafting rules - shafts,
liners, bush and bolts. Propeller
shaft and sterntube - water and oil
types, withdrawable stern gear,
propeller bearing type, roller
bearing design. Controllable pitch
propeller. Shafting ancillaries -
torsionmeter, dynamometer, thrust
block, ball and roller bearings.
Simple balancing - revolving
masses, inertia forces. Simple
vibration - transverse, axial,
torsional, dampers. .................... 211-255
CHAPTER 7- Refrigeration
Basic principles - phase changes.
Refrigerants - properties. Freon.
The vapour compression system -
operating cycle, faults, thermo
dynamic cycles, intermediate liquid
cooling, critical temperature. Com
pressor - reciprocating (veebloc),
rotary, centrifugal, screw,
lubricant. Heat exchange.rs -
condenser, evaporator, heat
transfer, liquid level control. Direct
expansion - automatic valves,
control. Absorption type. Brine
circuits - properties, battery
system, ice making, hold
ventilation. Air conditioning -
basic principles, circuit, heat pump,
dehumidifier. Insulation, heat
transfer. .................................. 256-300
CHAPTER 8- Fire and Safety

Principle of fire. Fire prevention
and precautions. Types of fire and
methods of extinguishing. Fire
detection methods - patrols, alarm
circuits, detector types. Critical
analysis of fire extinguishing
mediums - water, steam, foam,
COl. Fire extinguishers (foam) -
types. Foam spreading installations.
Fire extinguishers (COl) - types.
COl flooding systems. Inert gas
installations. Water spray systems.
Merchant Shippng (Fire Appliance)
Ru l e s - e x t r a c t . B r e a t h i n g
apparatus. ................. ............... 301-349
CHAPTER 9- Pumps and Pumping

Systems
Types of pumps - reciprocating,
centrifugal, axial, screw gear, water
ring. Central priming system.
E m e r g e ncy b i l g e p u m p .
Comparison of pumps - suction
lift (head), cavitation, super
cavitation. Associated equipment
and systems - heat exchangers
(tube and plate), central cooling
systems, modular systems, domestic
water supply and purification,
hydrophore systems. Prevention of
pollution of the sea by oil - Oil in
Navigable Waters Act, oily-water
separators. Injectors and Ejectors.
!It
--
Sewage and sludge systems. Pipe
arrangements and fittings - bilge,
ballast, rules. .... . . . . . . .. . ... :........... 350-403
CHAPTER 10- Lubrication and Oil

Purification
Gravitation separation. Filtration
methods - types of filter, stream
line, filter coalescers, oil module
(f u e l a n d l u b r i c a t i n g o i l ) .
Clarification and separation - disc
and bowl centrifuges. Sharples, De
Laval, self cleaning. Lubrication -
fundamentals, additives. Bearings
- journal. Michell. Definitions -
pitting, scuffing, oxidation, etc.
Lubricating oil tests. Bearing
corrosion. Grease. ... .. . . . ....... .. . . . .. 404-439
CHAPTER 11- Instrumentation and Control

Instruments - sensors and measur
ing elements for temperature,
pressure, level, flow etc.
Calibration. Telemetering -
display, scanning, data logging,
t e r m i n o l o g y . C o m p o n e n t s;
amplifier, transducer. Signal media.
Control theory - terminology,
closed loop system. Actions;
proportional, integral, derivative.
P n e u m a t i c P a n d P + J: + D
controllers. Electric-electronic
P + I + D controller. Control
systems - diaphragm valve, electric
t e l e g r a p h , f l u i d temperature
control, automatic boiler control,
unattended machinery spaces
(VMS), bridge control IC engine. ... 440-473
CHAPTER 12- Management

Management processes. General
{t9
- ......
industrial management - organisa
t i o n of d i v i s i o n s , planning,
production, personnel, development
etc. Further terminology, queueing
theory. IDP. 0 & M. OR. Some
practical applications, critical path
analysis, planned maintenance,
replacement policy, ship
maintenance costs, optimal
maintenance policy, co-ordination.
On-ship management - shipping
company structure, administration.
Report writing - English usage,
examination requirements, speci
men question and answer, test
examples technique . .. . .... ............
. 474-490
SPECIMEN EXAMINATION QUESTIONS (DTp)
Class 3 Miscellaneous 491-494

Specimen Paper 495-496


INDEX 521-528
CHAPTER I
MATERIALS
MANUFACTURE OF IRON AND STEEL
Iron ores are the basic material used in the manufacture of the
various steels and irons in present use. In its natural state iron
ore may contain many impurities and vary considerably in iron
content. Some of the more important iron ores are:
(I) Hematite 30 to 65070 iron content approximately.
(2) Magnetite 60 to 70% iron content approximately.
Iron ores are not usually fed direct into the blast furnace in the
natural or as mined condition, they are prepared first. The
preparation may consist of some form of concentrating process
(e.g. washing out the earthy matter) followed by a crushing,
screening and sintering process.
Crushing produces even sized lumps and dust or fines. The
fines are separated from the lumps by screening and then they
are mixed with coal or tar dust and sintered. Sintering causes
agglomeration of the fines and coal dust, and also causes
removal of some of the volatiles. The sinter along with the
unsintered ore is fed into the blast furnace as part of the charge
(or burden), the remainder of the charge is principally
coke-which serves as a fuel-and limestone which serves as a
flux. Preparation of the iron ores in this way leads to a distinct
saving in fuel and a greater rate of iron production.
In the blast furnace the charge is subjected to intense heat, the
highest temperature is normally just above the pressurised air
entry points (tuyeres), being about 1800°C. The following are
some of the reactions which take place in a blast furnace:
(I) At bottom, Carbon + Oxygen = Carbon Dioxide.
(2) At middle,
Carbon Dioxide + Carbon = Carbon Monoxide.
2 REED'S GENERAL ENGINEERING KNOWLEDGE
(3) At top,
Iron Oxide + Carbon Monoxide = Iron + Carbon Dioxide.
From (3) the iron which is produced from this
oxidation-reduction action-is a spongy mass which gradually
falls to the furnace bottom, melting as it falls and taking into
solution carbon, sulphur, manganese, etc. as it goes. The molten
iron is collected in the hearth of the furnace, with the slag
floating upon its surface. Tapping of the furnace takes place
about every six hours, the slag being tapped more frequently.
When tapped the molten iron runs from the furnace through
sand channels into sand pig beds (hence pig iron) or it is led into
tubs, which are used to supply the iron in the molten condition
to converters or Open Hearth furnaces for steel manufacture.
Pig iron is very brittle and has little use, an analysis of a sample
is given below.
Combined Carbon 0.50/0 Manganese 0.5%

Graphite 3.4% Phosphorus 0.03%
Silicon 2.6% Sulphur 0.02%
Open Hearth Process

In this process a broad shallow furnace is used to support the
charge of pig iron and scrap steel. Pig iron content of the charge
may constitute 25% to 75% of the total, which may vary in
mass-depending upon furnace capacity-between 10 to 50
tonnes. Scrap steel is added to reduce melting time if starting
from cold.
Fuel employed in this process may be enriched blast furnace
Constituent When Melted070 6 to 20 hours later

Finished Steel 070
Carbon 1.1 0.55

Silicon - o.r
Metal Sulphur 0.04 0.03
Phosphorus 0.4 0.03
Manganese - 0.6
Silica 19.5 -
Iron oxide 5.6 -
Alumina 1.2 -
Slag Manganous oxide 8.7 -
Lime 50.0 -
Magnesia 5.0 -
Phosphorus 9.0 -
Sulphur 0.2 -
TABLE 1.1
.._ ._- ..__ _ _ -- - - -
MATERIALS 3
gas (blast furnace gas may contain 30% CO after cleaning)

which melts the charge by burning across its surface. Reduction
of carbon content is achieved by oxidation, this may be assisted
by adding a pure iron oxide ore to the charge. Other impurities
are reduced either by oxidation or absorption in the slag.
At frequent intervals samples of the charge are taken for
analysis and when the desired result is obtained the furnace is
tapped. Analysis of metal and slag in a basic open hearth
furnace. (See Table 1.1)
Bessemer Process
In this steel making process a blast of air is blown through a
charge of molten pig iron contained in a Bessemer converter.
The refining sequence can be followed by observing the
appearance of the flames discharging from the converter, since
the air will bring about oxidation of the carbon, etc. After
pouring the charge, a mixture of iron, carbon (usually in the
form of coke) and manganese is added to adjust the carbon
content, etc., of the steel.
The principal difference between Open Hearth and Bessemer
steels of similar carbon content is brought about by the higher
nitrogen content in the Bessemer steel and is also partly due to
the higher degree of oxidation with this process. This leads to a
greater tendency for embrittlement of the steel due to strain-
ageing in the finished product. Typical nitrogen contents are:
Bessemer steel 0.015070 approximately, Open Hearth steel
0.005% approximately
Modem Processes
Various modern steel making processes have been developed
and put into use, some extensively. These include the L.D.,
Kaldo, Rotor and Spray processes.
The L.D. method of steel manufacture-the letters are the
initials of twin towns in Austria, Linz and Donawitz-uses a
converter similar in shape to the old Bessemer, and mounted on
trunnions to enable it to be swung into a variety of desired
positions.
Fig. 1.1 is a diagrammatic arrangement of the L.D. converter.
Scrap metal and molten iron, from the blast furnace, would be
fed into the converter which would then be turned to the vertical
position after charging. A water-cooled oxygen lancewould then
be lowered into the converter and oxygen at a pressure of up to
11 bar approximately, would be injected at high speed into the
molten iron causing oxidation. After refining, the lance is
4 REED 'S GEN ERAL ENGINEERING KNOWLEDGE
withdrawn and the converter is first tilted to the metal pouring

position and finally to the slag pouring position.
If the metal is of low phosphorus content oxygen only is used,
if however, it is high in phosphorus, powdered lime is injected
with the oxygen and the blow is in two parts, the process being
interrupted in order to remove the high phosphorus content slag.
The Kaldo and Rotor processes have not found the same
popularity as the L.D., even though they are similar in that they
use oxygen for refining. They both use converters which are
rotated and the process is slower and more expensive.
B.I.S.R.A. (i.e. the British Iron and Steel Research
Association) have developed a process in which the molten iron
running from the blast furnace is subjected to jets of high speed
oxygen that spray the metal into a container. This gives rapid
oxyqe n
cooling water
g as es
cha rqinq "

posi ti on ~" "
/
/
/
/
(
\
(
I
I t runnions
I
I , /
I
I
I
,
I ox ygen \
I \
I metal 1
I
......... pouring
I
' ...pOSit i on
I
')
.II' / slag pouring
f~ 1/ posit ion
1
- -x.
"
L.D. PROCESS
Fig. 1.1
- - -- - - _._ -- --_ .__ . _. . . ----- - - - - _--
..... ...
MATERIALS 5
refining since the oxygen and the metal intimately mix. The main
advantages with this system are that the intermediate stage of
carrying the molten metal from the blast furnace to steel-making
plant is eliminated, and the steel production rate is increased .
Open Hearth furnaces have been modernised by the fitting of
oxygen lances in their roofs. This speeds up steel production and
the process is becoming more and more similar to the L.D.
process. Eventually open hearth will be superceded.
Acid and Basic Processes

When pig iron is refined by oxidation a slag is produced.
Depending upon the nature of the slag one of two types of
processes is employed. If the slag is siliceous it is the acid
process, if it is high in lime content the basic process is used.
Hence the furnace lining which is in contact 'with the slag is made
of siliceous material or basic material according to the nature of
the slag. Thus avoiding the reaction:
ACID + BASE = SALT + WATER.
Low phosphorus pig irons are usually rich in silicon, this
produces an acid slag, silica charged, which would react with a
basic lining, hence silica bricks are used, which are acidic.
High phosphorus pig iron requires an excess of lime added to
it in order to remove the phosphorus. The slag formed will be
rich in lime which is a basic subtance that would react with a
silica brick lining. Hence a basic lining must be used e.g.
oxidised dolomite (carbonates of lime and magnesia).
Both acid and basic processes can be operated in the Open
Hearth, Bessemer, L.D., and Electric Arc furnaces, etc.
CAST IRON
Cast iron is produced by remelting pig iron in a cupola (a

small type of blast furnace) wherein the composition of the iron
is suitably adjusted. The fluidity of this material makes it
suitable for casting; other properties include; machinability,
wear resistant, high compressive strength.
SIMPLE METALLURGY OF STEEL AND CAST IRON
Carbon can exist in two states, crystalline and non-crystalline.

In the former state, diamond and graphite, the latter is pure
carbon .
Pure iron (ferrite) is soft and ductile with considerable
strength, when carbon is added to the iron it combines with it to
form a hard brittle compound. This compound of iron and

carbon called iron carbide or cementite (Fe3C) lies side by side
with ferrite in laminations to form a structure called pearlite, so
called because of its mother of pearl appearance. As more
carbon is added to the iron, more iron carbide and hence more
pearlite is formed, with a reduction in the amount of free ferrite.
When the carbon content is approximately 0.9070 the free ferrite
no longer exists and the whole structure is composed of pearlite
alone. Further increases in carbon to the iron produces free iron
carbide with pearlite reduction.
in
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5teel carbon high carbon steel cast
steel Irons
o 03 05 °/0 car bon 1.7 6·7
key
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cementite
MICROSTRUCTURE VARIAnON WITH INCREASING

CARBON CONTENT
Fig 1.2
The steel range terruinates at approximately 2% carbon
content and the cast iron range commences. Carbon contertt for
cast iron may vary from 2% to 4%. This carbon may be present
in either the form of cementite or graphite (combined or free
carbon) depending upon certain factors one of which is the
MATERIALS 7
cooling rate. Grey or malleable cast iron is composed of pearlite

and graphite and can be easily machined. Pearlite and cementite
gives white cast iron which is brittle and difficult to machine and
hence is not normally encountered in Marine work. The
following diagram (Fig. 1.2) analyses the above in diagrammatic
form .
PROPERTIES OF MATERIALS
The choice of a material for use as an engineering component

depends upon the conditions under which it will be employed.
"E
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Z
:::;:
iii s:
Cl
C .,::;,
0 -::C
., Vl .,
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Vl
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50 750 3000
tensile s trergt h
40 600 2500
2000
"10 elongal ion B" ne ll hardness
20 30e 1500
10 150 1000
o i I
02 04 06 08 10 12
°/. c arbon in steel
DIAGRAM SHOWING EFFECT UPON MECHANICAL

PROPERTIES BY INCREASE IN CARBON CONTENT
Fig. 1.3
8 REED 'S GENERAL ENGINEERING KNOWLEDGE
Conditions could be simple or complex and hence in choosing,

the engineer requires some guidance. This guidance is invariably
in the form of a material's mechanical properties and those of
principal interest are as follows.
Ductility: Is that property of a material which enables it to
be drawn easily into wire form. The percentage
elongation and contraction of area, as determined
from a tensile test are a good practical measure of
ductility.
Brittleness: Could therefore be defined as lack of ductility.
Malleability: Is a property similar to ductility. If a material can

be easily beaten or rolled into plate form it is said
to be malleable.
Elasticity: If all the strain in a stressed material disappears
upon removal of the stress the material is elastic.
Plasticity: If none of the strain in a stressed material

disappears upon removal of the stress the material
is plastic.
Hardness: A material's resistance to erosion or wear will

indicate the hardness of the material.
Strength: The greater the load which can be carried the

stronger the material.
Toughness: A material's ability to sustain variable load

conditions without failure is a measure of a
material's toughness or tenacity. Materials could
be strong and yet brittle but a material which is
tough has strength and resilience.
Other properties that may have to be considered depending

upon the use of the material include; corrosion resistance,
electrical conductivity, thermal conductivity.
Questions are often asked about the properties, advantages
and disadvantages of materials for particular components, e.g.
ship-side valve, safety valve spring etc. A method of tackling
such a problem could be to (1) consider working conditions for
MATERIALS 9
the component e.g. erosive, corrosive, fatigue , stresses, thermal ,

shock etc. (2) shape and method of manufacture e.g. casting ,
forging, machining, drawing etc. (3) repairability, e.g. can it be
brazed, welded, metal-locked etc. (4) cost.
Hence for a ship-side valve, sea water suction:
(1) working conditions : corrosive, erosive, little van anon in
temperature, relatively low stresses, possibility of impact.
Material required should be hard , corrosion resistant with a
relatively high impact value . (2) shape and method of
manufacture: relatively intricate shape, would most probably be
cast. Material could be spheroidal graphitic cast iron, cast steel
or phosphor bronze. Taken in order, they are increasingly
expensive, easier to repair, increasing in corrosion resistance and
impact value.
TESTING OF MATERIALS
Destructive and non -destructive tests are carried out upon

materials to determine their suitability for use in engineering.
Tensile Test
This test is carried out to ascertain the strength and ductilit y
of a material. '
A simple tensile testing machine is shown in Fig. 1.4. The
specimen is held in self aligning grips and is subjected to a
gradually increasing tensile load, the beam must be maintained
in a floating condition by movement of the jockey weight as the
oil pressure to the straining cylinder is increased. An
extenso meter fitted across the specimen gives extension readings
as the load is applied. Modern, compact, tensile testing
machines using mainly hydraulic means are more complex and
difficult to reproduce for examination purposes. For this reason
the authors have retained this simple machine. With values of
load with respect to extension the nominal stress-strain curve can
be drawn, the actual stress-strain curve is drawn for comparison
purposes on the same diagram. The difference is due to the fact
that the values of stress in the nominal diagram are calculated
using the original cross sectional area of the specimen when in
actual fact the cross sectioned area of the specimen is reducing as
the specimen is extended.
Specimens may be round or rectangular in cross section, the
gauge length being formed by reducing the cross section of the
centre portion of the specimen . This reduction must be gradual
as rapid changes of section can affect t~e result. The relation,
gauge length to cross sectional area of specimen, is important,

otherwise varying values of percentage elongation may result for
the same material. A formula attempting to standardise this
relationship in the U.K. is;
gauge length = 4--./ Cross sectional area.
straininq cylinder gauge length
round or
rectangular
~CJ=j" .b specimen
section ~ ~ after
L..J.------"'~fracture
actual
stress-strai9 '"'"
___-~:-max load
proof stress
parallel
'/
ferrous metal
tensile strain or
- extensIon -..i I-
0.1'10 of gauge length
NOMINAL STRESS-STRAIN DIAGRAM

Fig. 1.4
MATERIALS 11
In the tensile test the specimen is broken, after breakage the

broken ends are fitted together and the distance between
reference marks and the smallest diameter are measured.
Maximum load and load at yield are also determined . From
these foregoing values the following are calculated:
· Final length - original length 100

P ercen t age eIongat Ion = X
Original length
Percentage contraction
of area Original area - final area x 100
Original area
Maximum load
Ultimate tensile stress (u.t.s.) = Original cross-sectional area
Yield load
Yield stress
Original cross-sectional area
Percentage elongation and percentage contraction of area are

measures of a materials ductility. Ultimate tensile stress is a
measure of a materials strength. Yield stress gives indication of
departure from an approximate linear relationship between
stress and strain. It is the stress which will produce some
permanent set in the material e.g. when tubes are expanded.
Factor of Safety-this is defined as the ratio of working stress

allowed to ultimate stress, hence:
Factor of Safety = work~~~\tress and is always greater

than unity.
Components which are subjected to fatigue and corrosion

fatigue conditions are given higher factors of safet y than those
subjected to static loading e.g. tail end shafts 12 or above, boiler
stays about 7 to 8.
Hooke's law states that stress is proportional to strain if the

material is stressed within the elastic limit.
: . Stress C\' Strain
or Stress = Strain x a constant
The constant is given the symbol E and is called Young's

modulus or the modulus of elasticity.
Stress = E
Strain
The modulus of elasticity of a material is an indication of

stiffness and resilience. As E increases then stiffness increases.
By way of a simple explanation, we could consider two identical
simply-supported beams, one of cast iron, the other of steel,
each carrying a central load W. The deflection of a beam loaded
in this way is given by
wv
48E/.
Where () = deflection of beam under the load W.

Where L = length of the beam.
Where / = second moment of area of section.
Where E = modulus of elasticity of the material.
Since the beams are identical () a .!.

E
i.e. () X E = a constant.
E for steel is greater than E for cast iron, hence, () for steel is
less than () for cast iron. Hence, steel is stiffer than cast iron. For
this reason as well as strength, less steel is required in a structure
than cast iron.
0.1% Proof Stress

For non-ferrous metals and some alloy steels no definite yield
point is exhibited in a tensile test (see Fig. 1.4). In this case the
0.1 % proof stress may be used for purposes of comparison
between metals. With reference to the graph (Fig. 1.4) a point A
is determined and a line AB is drawn parallel to the lower
portion of the curve. Where this line AB cuts the curve the stress
at that point is read from the graph. This stress is called the
0.1 % proof stress. i.e. the stress required to give a permanent set
of approximately 0.1 % of the gauge length.
Hardness Test
The hardness of a material determines basically its resistance
MATERIALS 13
to wear. There are numerous tests that can be employed to

determine hardness, only two will be described.
handwhe e!
/ -.
bevel geanng
J-.~._._-
25:1 lever
/
adjustment strew load hanger
ball
load
adjustable table
BRINELL HARDNESS TESTING MACHINE

Fig. 1.5
Brinell Test: This test consists of indenting the surface of a metal

by means of a 10 mm diameter hardened steel ball under load.
The Brinell number is a function of the load applied and the area
of indentation, thus:
Brinell number = Load in newtons
Area of indentation in mm-
Only the diameter of the indentation is required and this is
determined by a low powered microscope with a sliding scale.
Tables have been compiled to avoid unnecessary calculations in
ascertaining the hardness numeral. Loads normally employed
are 30,000 N for steels, 10,000 N for copper and brasses and
5,000 N for aluminium. Duration of application of the load is
usually 15 seconds. (Industry is still using the old system of
calculating Brinell numbers, i.e. load in kilogrammes/area of
indentation in mm-. Hence, their Brinell numbers will be less by
a factor of 10.)
Vickers Pyramid Test: The surface of the metal under test is

indented by a diamond square-based pyramid and the Vickers
pyramid number (VPN) is determined by dividing the area of
indentation into the load applied. This test is also suitable for
extremely hard materials, giving accurate results, whereas the
Brinell test's reliability is doubtful abo ve 6,000 Brinell. Table 1.2
gives some typical values.
Material Brinell Number V.P .N .
Brass 600 600

Mild steel 1300 1300
Grey cast iron 2000 2050
Wh ite cast iro n 4150 4370
TABLE 1.2
catch pin - -....,'',..-.--___

pointer
10mm
square radiu s
IZOD IMPACT MACHINE

Fig. 1.6
MATERIALS 15
Impact Test
This test is useful for determining differences in materials due
to heat treatment, working and casting, that would not be
otherwise indicated by the tensile test. It does not give accurately
a measure of a material's resistance to impact.
A notched test piece is gripped in a vice and is fractured by
means of a swinging hammer (Fig. 1.6). After the specimen is
fractured the hammer arm engages with a pointer which is
carried for the remainder of the swing of the arm . At the
completion of the hammer's swing the pointer is disengaged and
the reading indicated by the pointer is the energy given up by the
hammer in fracturing the specimen. Usually three such tests are
carried out upon the same specimen and the average energy to
fracture is the impact value.
By notching the specimen the impact value is to some extend a
measure of the material's notch brittleness or ability to retard
crack propagation. From the practical standpoint this may be
clarified to some extent: Where changes of section occur in
loaded materials (e.g. shafts, bolts, etc.) stress concentration
occurs and the foregoing test measures the materials resistance
to failure at these discontinuities.
Table 1.3 gives some typical IZOD values for different
materials, considerable variation in IZOD values can be
achieved by suitable treatment and alteration in composition.
Material IZOD Value (Joules) Uses
18/8 Stainless steel 136 Turbine blades.

0.15C, 0.5 Mn steel 54 General purpose mild steel
S.G. iron (annealed) 16 Camshaft s, gear wheels.
Grey cast iron up to 3 Cylinders, valves.
TABLE 1.3
Charpy V Notch, using a different hammer and vice

arrangement, the IZOD machine can be converted into a Charpy
V Notch machine where the specimen is placed horizontally
upon two parallel stops between which the hammer swings and
breaks the specimen.
The advantage to be gained by this method is that the
specimens can be very quickly set up in the machine . Hence
impact values for specimens at different temperatures can be

accurately obtained,
\00
<,
curve 'or
80 m ild st eel
'"
:;" 60
~
"::>
'."
>
W
40
trans . n o n
C>
ra n g e
~
20
-60 - 20 o 20
tem pe ra tu re O(
Fig. 1.7
Brittle Fracture, is a fracture in which there is no evidence of

plastic deformation prior to failure. It can occur in steels whose
temperature has been lowered, the steel undergoes a transition.
Fig. 1.7 illustrates the considerable drop in impact value for mild
steel as it passes through the transition range of temperature.
Factors which affect the transition temperature are:

1. Elements; carbon, silicon , phosphorus and sulphur raise the
temperature. Nickel and manganese lower the temperature.
2. Grain size; the smaller the grain size the lower the transition
temperature, hence grain refinement can be beneficial.
3. Work hardening; this appears to increase transition
temperature.
4. Notches; possibly occurring during assembly e.g. weld
defects or machine marks. Notches can increase tenden cy to
brittle fracture.
Obviously transition temperature is an important facto r in the

choice of materials for the carriage of low temperature cargoes
e.g. LPG and LNG carriers . A typical stainless steel used for
containment would be, 18.5% chrome, 10.7070 nickel, 0.03%
carbon, 0.75% silicon, 1.2% manganese D.T .S. 560 MN/m2 ,
50% elongation, Charpy V Notch 102 Joules at - 196°C.
MATERIALS 17
Creep test
Creep may be defined as the slow plastic deformation of a
material under a constant stress. A material may fail under creep
conditions at a much lower stress and elongation than would be
ascertained in a straight tensile test. Hence tests have to be
conducted to determine a limiting creep stress with 'small creep
rate .
The creep test consists of applying a fixed load to a test piece
which is maintained at a uniform temperature. The test is a long
term one and a number of specimens of the same material are
subjected to this test simultaneously, all at different stresses but
at the same temperature. In this way the creep rate and limiting
stress can be determined, these values depend upon how the
material is going to be employed. Some permissible values are
given in Table 104. Creep test results, materials all at working
temperature:
Component Creep rate Time of Maximum

m/mh test in hours strain
Turbine discs 10- 9 lOS 0.0001

Steam pipes, boiler tubes 10- 7 lOS 0.003
Superheater tubes 10- 6 20 x 103 0.02
TABLE 1.4
Fig. 1.8 shows a typical creep curve for a metal. To obtain the
minimum uniform creep rate V (i.e. the slope of the line AB) it is
st rai n E B
-1s t. st age
li me
CREEP CURVE
Fig. 1.8
necessary that the test be conducted long enough, in order to

reach the second stage of creep. Hence, for a time t greater than
that covered by the test, the total creep or plastic strain is given
approximately by Ep = Eo + Vt.
Where Ep is the plastic strain which would be expected at the
end of the first stage, this is important to the designer when
considering tolerances, t is the time usually in hours.
Fine grained materials creep more readily than coarse grained
because of their greater amorphous metal content, i.e. the
structureless metal between the grains.
Fatigue Test
Fatigue may be defined as the failure of a material due to a
repeatedly applied stress. The stress required to bring about such
a failure may be much less than that required to break the
material in a tensile test.
In this test a machine that can give a great number of stress
reversals in a short duration of time is employed. The test is
carried out on similar specimens of the same material at
specimen
motor
stress - failure points

/
10' 10· 10' 10'

number of stress reversals
FATIGUE TESTING
Fig. 1.9
MATERIALS 19
different stresses and the number of stress reversals to fracture is

noted for each stress , normally 20 million reversals of stress
would not be exceeded if failure did not occur. The results are
plotted on a graph (Fig. 1.9) from which a limiting fatigue stress
(fatigue limit) can be ascertained. It is usual, since the number of
stress reversals will be high, to condense the graph by taking
logarithms of the stress and number of reversals to give a, log
S-log N curve.
Materials have varying fatigue limits . The limit can be
increased by suitable treatment, use of alloy steels, etc. It can be
reduced due to 'stress raisers'; changes of section, oil holes,
fillets, etc. Environment alters the limit, if it is corrosive the
limit could be reduced by about a third.
Fig. 1.10 shows the different types of stress that a component
could be subjected to in practice:
rev ers e d repea ted fl uctu ati ng a lt erna t ing
TYPES OF STRESS REVERSAL

Fig. 1.10
Reversed stress: stress range is symmetrical about zero stress

line, e.g. propeller or centrifugal pump
shaft.
Repeated Stress: component is stressed and then completely
unloaded. e.g. gear teeth, cam .
Fluctuating Stress: component is stressed, either compressive or
tensile, but stress range does not pass
through zero . e.g. tie bolts, bottom end
bolts.
Alternating Stress: stress range passes through zero stress line
hence it changes from tensile to compressive,
but is asymmetrical about the zero stress
line. e.g. piston rod in double acting engine
or pump, crank web in a diesel engine.
What is of greatest importance is undoubtedly the range of

stress, this governs the life of the component. It has been found
20 REED 'S GENERAL ENGINEERING KNOWL EDGE
that if the range of stress passes through zero this can have the
effect of lowering the life span for the same stress range.
A fatigue failure is normally easily recognisable, one portion
of the fracture will be discoloured and relatively smooth, whilst
the other portion will be clean and also fibrous or crystalline
depending upon the material. The former part of the fracture
contains the origin point of failure, the latter part of the fracture
is caused by sudden failing of the material.
Bend Test
This is a test which is carried out on boiler plate materials and
consists of bending a straight specimen of plate through 180
degrees around a former. For the test' to be satisfactory, no
cracks should occur at the outer surface of the plate (see Fig.
1.11).
Non-Destructive Tests
Apart from tests which are used to determine the dimensions
and physical or mechanical characteristics of materials, the main
non-destructive tests are those used to locate defects.
BEND TEST
Fig. 1.11
Methods of Detecting Surface Defects e.g, Cracks.

1. A visual examination, including the use of a microscope or
hand lens.
2. Penetrant testing.
Penetrant liquids must have a low viscosity in order to find
their way into fine cracks.
a) Oil and whitewash. This is one of the oldest and simplest of
MATERIALS 21
eRG .
<.
flaw
echo
L-~
receiver
/ bas e echo
ULTRASONIC TESTING
Fig. 1.12
the penetrant tests, the oil is first applied to the metal and then
the metal surface is wiped clean, whitewash or chalk is then
painted or dusted over the metal and oil remaining in the cracks
will discolour the whitewash or chalk. Paraffin oil is frequently
used because of its low viscosity and the component may be
alternately stressed and unloaded to assist in bringing oil to the
surface.
b) Fluorescent penetrant wiped or sprayed over the metal
surface which is then washed, dried, and inspected under near
ultra violet light. A developer may be used to act as a blotter to
cause re-emergence of the penetrant, so that it can be iridesced at
the surface.
c) Red dye penetrant. This is probably the most popular of the

penetrant methods because of its convenience. Three aerosol
cans are supplied; red dye penetrant, cleaner and developer.
Components must be thoroughly cleaned and degreased, then
the red dye is applied by spraying on. Excess dye is removed by
hosing with a jet of.water, or cleaner is sprayed on and then
wiped off with a dry cloth. Finally, a thin coating of white
developer is applied and when it is dry the component is
examined for defects . The red dye stains the developer almost
immediately but further indication of defects can develop after
thirty minutes or more.
Precautions that must be observed are (I) use protective
gloves (2) use aerosols in well ventilated places (3) no naked
lights, the developer is inflammable.
3. Magnetic Crack Detection.

A magnetic field is applied to the component undet test, and
~herever there is a surface or a subsurface defect, flux leakage
will occur . Metallic powder applied to the surface of the
component will accumulate at the defect to try and establish
continuity of the magnetic field . This will also occur if there is a
non-metallic in the metal at or just below the surface.
Methods oj Detecting Dejects Within a Material.

1. Suspend the component and strike it sharply with a hammer
to hear if it rings true.
2. Radiography.
This can be used for the examination of welds, forgings and
castings: X-rays or -y-rays, which can penetrate up to 180 mm of
steel, pass through the metal and impinge upon a photographic
plate or paper to give a negative. Due to the variation in density
of the metal, the absorption of the rays is non-uniform hence
giving a shadow picture of the material-it is like shining light
through a semi-transparent material. Xvrays produced in a
Coolidge tube give quick results and a clear negative. Radio-
active material (e.g. Cobalt 60) which emits -y-rays does not give
a picture as rapidly as the X-rays, however, to compensate for its
slowness, it is a compact and simple system.
3. Ultrasonics.
With ultrasonics we do not have the limitations of metal
thickness to consider as we have with radiographic testing, high
frequency sound waves reflect from internal interfaces of good
MATERIALS 23
metal and defects, these reflected sound waves are then

displayed onto the screen of a cathode ray oscilloscope. Size and
position of a defect can be ascertained, it can also be used for
checking material thicknesses e.g. a probe could be passed down
a heat exchanger tube (see Fig. 1.12).
A portable, battery operated, hand held, cylindrical detector
with cable to a set of headphones can be used to detect leakages
e.g. vacuum, air lines, superheated steam, air conditioning etc.
A recent application of ultrasonics is testing condensers.
A generator placed inside the condenser 'floods' it with ultra-
sound. By using a head set and probe, tube leakage can be
homed in on. Where a pinhole exists sound 'leaks ' through and
where a tube is thinned it vibrates like a diaphragm transmitting
the sound through the tube wall.
TREATMENT OF METALS
Hardening and Tempering

In the process of converting ice into dry saturated steam by
supplying heat, two distinct changes of state occur, from solid to
liquid and from liquid to dry saturated vapour. When iron is
heated up to its melting point two similar arrests occur wherein
there is heat absorption. The temperatures at which these arrests
occur are called 'critical points' and these are of great
importance. At these critical points considerable changes of
internal structure takes place and therefore different physical
properties are available if these structures could be trapped.
With steels, these changes in the internal structure of the iron
at the critical points affect also the carbon which is present in the
form of iron carbide. At the upper critical temperature range
720 to 900°C in the solid state (the range is due to the variable
carbon content) the iron structure formed has the ability to
dissolve the iron carbide into solution forming a new structure.
If at this stage the steel is suddenly quenched in water the iron
carbide will remain in solution in the iron , but the iron's
structure will have reverted to its original form. This completely
new structure which has been brought about by heating and then
rapidly cooling the steel is called 'Martensite', a hard needle like
structure consisting of iron supersaturated with carbon, and is
basically responsible for hardening steels.
If a steel of approximately 0.4070 carbon content is heated to a
temperature above its upper critical (about 800°C see Fig. 1.13)
and was then suddenly cooled by quench ing, its Brinell hardness
24 REED'S GENE RAL ENGINEERING KNOWLEDGE
numeral would be increased from approximately 2,000 to 6,000.

In this condition the steel would be fully hardened i.e. fully
martensitic. Choosing a temperature lower than the above but
not lower than no°c (lower critical) and then quenching, will
produce a partly hardened steel having a Brinell numeral
between 2,000 to 6,000.
Hardening material in this way produces internal stresses and
also makes the material brittle. To relieve the stresses and restore
ductility without loss of hardness or toughness, the material is
tempered.
Tempering consists of heating the material to about 250°C,
retaining this temperature for a duration of time (this depends
upon the mass and the degree of toughness required) and then
quenching or cooling in air.
The combination of hardening and tempering is greatly
employed with steels and alloy steels, a wide range of properties
is available thereby. Components such as drills, chisels,
punches, saws, reamers and other tools are invariably subjected
to the above process.
Straight carbon steels whose carbon content is below 0.20/0 are
not usually subjected to hardening and tempering processes. The
reason could be attributed to the smaller quantity of Martensite
which would be produced.
Normalising
1000 case hardening
harden ing
800
full annealing
,
600
°C
I
% Carbon
TREATMENT DIAGRAM
Fig. 1.13
MATERIALS 25
Annealing and Normalising

The object of annealing is either to grain refine, induce
ductility, stress relieve or a combination of these. Castings,
forgings, sheets, wires, and welded materials can be subjected to
an annealing process. This process consists of heating the
material to a pre-determined temperature, possibly allowing it to
soak at this temperature, then cooling it in the furnace at a
controlled rate. For full annealing and normalising, the
temperature for carbon steels is usually 30° to 40°C above the
upper critical temperature. Essentially, the difference between
full annealing and normalising is that in the case of the
annealing process the material is cooled slowly in the furnace
whereas for normalising the material is cooled in still air out of
the furnace.
These processes of full annealing and normalising are mainly
used on castings since they will usually have a variation in size
and shape of grain. The casting is heated to about 40°C above
the upper critical temperature and held at this temperature until
it is uniform in temperature throughout. Then it is cooled. This
produces a uniform grained structure (re-crystallisation
temperature about 500°C) with increased ductility, e.g. a 0.5070
carbon steel casting could have its percentage elongation
increased from 18% in the as cast condition to about 35% in the
annealed condition.
The more rapid cooling of the casting that occurs with
normalising gives a better, closer grained, surface finish.
If steel has been cold worked in manufacture the ferrite grains
and the pearlite are distorted. Recrystallisation of the ferrite and
increased ductility is brought about by employing an annealing
procedure known as process annealing, this is similar in most
respects to full annealing except that it is conducted at a
temperature between 500 to 650°C which is below the lower
critical temperature.
Blackheart Process
For high carbon castings, e.g, 2.5% C content, the Blackheart
process may be used to produce a softer, ductile and more easily
machined component that would be similar mechanically to cast
steel.
The castings are placed in air-tight (to prevent burning), heat-
resistant metal containers and heated up to l000°C. They are
kept at this annealing temperature for up to 160 h or so
depending upon material analysis. The prolonged heating causes
breakdown of the cementite to give finely divided 'temper
carbon' in a matrix of ferrite, which has a black

appearance-hence 'Blackheart'.
Work Hardening
If a metal is cold worked it can develop a surface hardness e.g.
shot peening is a method of producing surface hardness, this
consists of blasting the surface of a component with many
hardened steel balls. Expansion and contraction of copper
piping, used for steam, etc., can lead to a hardness and brittle-
ness that has to be removed by annealing. Lifting tackle such as
shackles, chains, etc., can develop surface hardness and
brittleness due to cold working, hence they have to be annealed
at regular intervals (as laid down by the factory act).
What actually happens is that the work forces cause
dislocations to be set up in the crystal latticework (i .e. the
geometric arrangement of the metal atoms) of the metal and in
order to remove these dislocations considerable force is
required, this considerable force is the evidence of work
hardening, since it really is the force necessary to dent the
surface of the material.
Case Hardening
This is sometimes referred to as 'pack carburising'. The steel
component to be case hardened is packed in a box which may be
made of fire clay, cast iron, or a heat resisting nickel-iron alloy.
Carbon rich material such as charred leather, charcoal, crushed
bone and horn or other material containing carbon is the
packing medium, which would encompass the component. The
box is then placed in a furnace and raised in temperature to
above 900°C. The surface of the component will then absorb
carbon forming an extremely hard case. Depth of case depends
upon two main factors, the length of time and the carbonaceous
material employed . Actual case depth with this process may vary
between 0.8 mm to 3 mm requiring between two to twelve hours
to achieve, for these limits.
Gudgeon pins and other bearing pins are examples of
components which may be case hardened. They would possess a
hard outer case with good wearing resistance and a relatively
soft inner core which retains the ductility and toughness
necessary for such components.
Nitriding
In this process the steel component is placed in a gas tight
container through which ammonia gas (NH 3) is circulated.
MATERIALS 27
Container and component are then raised in temperature to

approximately 500°C. Nitrides are then formed in the material,
at, and close to the surface, which increases the surface hardness
to a marked degree. A nitride is an element combined with
nitrogen, usually nitride promoting elements are present in the
steel such as aluminium, chromium, vanadium or molybdenum.
Actual depth of hard case is not so great with this process as
compared to case hardening, viz 0.0125 to 0.05 mm in five to 24
hours for nitriding, compared with 0.8 mm to 3 mm in two to 12
hours for case hardening. An essential difference from case
hardening is the more gradual change-over from hardened to
unhardened part, thus reducing the risk of exfoliation.
Flame Hardening
This process is used for increasing the surface hardness of cast
irons, steels, alloy cast irons and alloy steels. With the increase
in surface hardness there is a high improvement in wear
resistance.
To flame harden a component (e.g. gear teeth), an oxy-
acetylene torch is used to preheat the surface of the metal to a
temperature between 800° to 850°C. A water spray closely
following the oxy-acetylene torch quenches the material thereby
inducing hardness . Care in operation of this process is essential,
overheating must be prevented.
Induction Hardening
This is a method of surface hardening steels by the use of
electrical energy.
Orifices for
,
Quenching medium
'------y-------
pressure spraying
of heated area
INDUCTION HARDENING
Fig. 1.14
In Fig. 1.14, a high frequency a.c . electromagnetic field is

shown heating up the surface of the components to be hardened
by hysteresis and eddy currents, after heating the surface is
quenched.
Hysteresis loss is heat energy loss caused by the steel molecules
behaving like tiny magnets which are reluctant to change their
direction or position with each alteration of electrical supply
thus creating molecular friction.
Eddy currents are secondary electrical currents caused by the
presence of nearby primary current. The resistance of the steel
molecules to the passage of eddy currents generates heat.
Important points regarding induction hardening are:
1. Time of application of electrical power, governs depth to

which heat will penetrate.
2. Reduces time of surface hardening to seconds-i.e. the
process is very fast.
3. Rapid heating and cooling produces a fine grained
martensitic structure.
4. Due to speed of operation no grain growth occurs or surface
decarburization.
5. No sharp division between case and core.
Components that are induction hardened include such as

gudgeon pins and gear pinions.
Spheroidising Anneal
Spheroidising of steels is accomplished by heating the steel to
a temperature between 650° to 700°C (below lower critical line)
when the pearlitic cementite will become globular. This process
is employed to soften tool steels in order that they may be easily
drawn and machined. After shaping, the material is heated for
hardening and the globules or spheres of cementite will be
dissolved. Refining of the material prior to spheroidising may be
resorted to in order to produce smaller globules.
FORMING OF METALS
Sand Casting
A mould is formed in high refractory sand by a wooden
pattern whose dimensions are slightly greater than the casting to
allow for shrinkage. To ensure a sound casting the risers have to
be carefully positioned to give good ventilation.
MATERIALS 29
Defects that can occur in castings are:
1. Shrinkage cavities.
2. Blowholes caused by ineffective venting and dissolved gases
in steels which have not been killed (i.e. de-oxidised),
3. Oxidation.
4. Impurities.
Sand casting is slow and expensive and would only be used if

the metal and casting shape are unsuitable for other techniques.
Die Casting
Used mainly for aluminium and zinc base alloys. The molten
metal is either poured in under gravity or high pressure-hence
gravity and pressure die casting. This process gives a fine-
grained uniform structure and the mould can be used over again,
whereas for sand casting it has to be removed.
Risers Molten metal poured

into runner gate
Top box (or cope)
~:t=~t---------T-~~-Hor izonlal joint

Casting
space
ra...::=--==-==-=-=-=-=-=-==-=,-",'Bottom box (or drag)
Fixed platen
Molten metal
Moving platen pouring hole
DlECASTING
FIG. 1.15
30 REED'S GENERAL ENGINEERING KNOWL EDGE
Centrifugal Casting
A metal cylindrical mould is rotated at speed about its axis
and molten metal is poured in. Centrifugal action throws the
molten metal radially out onto the inner surface'of the mould to
produce a uniform close-grained-due to chilling effect of
mould-non-porous cylinder .
Such a casting process can be used for piston rings, the rings
being cut from the machined cast cylinder, or for producing cast
iron pipes.
Forging
This is the working and shaping of hot metal by mechanical or
hand processes with tools called swages. During the process the
coarse, as cast, structure of the metal is broken down to form a
finer-grained structure with the impurities distributed into a
fibrous form.
Items that are forged include connecting rods, crankshafts,
upset ends of shafts and boiler stays, etc.
Cold Working
The pulling of metal through dies to form wires and tubes ,
cold rolling of plate, expansion of tubes in boilers and heat
exchangers, caulking of plates, etc., are all examples of the cold
working of metals .
ELEMENTS IN IRONS AND STEELS
The following normally occur naturally in the iron ore from

which the steels, etc., are originally made.
Manganese
, This element which is found in most commercial iron s and
steels is used as an alloying agent to produce steels with im-
, proved mechanical properties. Manganese is partly dissolved in
the iron and partly combines with the cementite . Providing the
manganese content is high enough, martensite, with its
attendant hardness and brittleness will be formed in the steel
even if the steel is slow cooled. For this reason the manganese
content will not normally exceed 1.8010 although one heat treated
steel known as Hadfields manganese steel, contains 12 to 14%
manganese.
Silicon
Tends to prevent the formation of cementite and produce
MATERIALS 31
graphite. In steels it increases strength and hardness but reduces

ductility. As a graphitiser it is useful in cast irons, tending to pre-
vent the formation of white cast iron and form instead graphitic
cast iron. The quantity of silicon in an iron or steel may vary
between 0.5 to 3.5070.
Sulphur
Reduces strength and increases brittleness. It can cause 'hot
shortness', that is, liable to crack when hot. Normally the
sulphur content in a finished iron or steel does not exceed 0.1070.
Phosphorus
This also causes brittleness and reduction of strength but it in-
creases fluidity and reduces shrinkage which are important
factors when casting steels and irons. It can produce 'cold
shortness', that is, liable to hack when cold worked. Normally
thephosphorus content does not exceed 0.3%.
EFFECT OF ALLOYING ELEMENTS
Nickel
This element increases strength and erosion resistance. It does
not greatly reduce ductility until 8% nickel is reached. A low to
medium carbon steel with 3 to 3.75% nickel content is used for
connecting rods, piston and pump rods, etc. Nickel forms a finer
grained material.
Chromium
Increases grain size, induces hardness, improves resistance to
erosion and corrosion. This element is frequently combined with
nickel to produce stainless steels and irons which are used for
such items as turbine blades, pump rods and valves.
Molybdenum
Used to increase strength, especially employed for increasing
strength at high temperatures which is one reason why it is used
for superheater tubes, turbine rotors, etc., another reason for its
use is its action in removing the possibility of embrittlement
occurring in those steels which are prone to embrittlement, e.g,
Nickel-Chrome steels.
Vanadium
Increases strength and fatigue resistance. Used in conjunction
with molybdenum for boiler tube materials.
Other alloying elements include; Tungsten which induces self

hardening properties and is used for heat resisting steels, e.g.
machine tools, copper which improves corrosion resistance,
cobalt which is used as a bond in stelIite alloys. Manganese and
silicon are also employed as alloying agents, these have been
previously dealt with.
NON-FERROUS METALS
Copper
This material is used extensively for electrical fittings as it has
good electrical conduction properties. It is also used as the basis
for many alloys and as an alloying agent. If copper is cold
worked its strength and brittleness will increase, but, some
restoration of ductility can be achieved by annealing. Hence, in
this way, a wide range of physical properties are available.
Brass
Brasses are basically an alloy of copper and zinc, usually with
a predominance of copper. When brasses are in contact with
corrosive conditions, e.g. atmospheric or in salt water, they may
dezincify (removal of the zinc phase) leaving a porous spongy
mass of copper. To prevent dezincification, an inhibitor is added
to the brass. One such inhibitor is arsenic of which a small
proportion only is employed. Brasses have numerous uses,
decorative and purposeful. Marine uses include: valves,
bearings, condenser tubes, etc. Alloying elements such as tin ,
aluminium and nickel are frequently employed to improve
brasses. With these elements the strength and erosion resistance
of brasses can be greatly improved .
Bronze
Bronze is basically an alloy of copper and tin, but , the term
bronze is frequently used today to indicate a superior type of
brass. It resists the corrosive effect of sea water, has
considerable resistance to wear, and is used for these reasons for
many marine fittings. Wth the addition of other alloying
elements its range of uses becomes extensive. Manganese in
small amounts increases erosive resistance, forms manganese
bronze (propeller brass). Phosphorus, used as a deoxidiser pre-
vents formation of troublesome tin oxides, improves strength
and resistance to corrosion, provides an excellent hard glassy
bearing surface. Aluminium and zinc give aluminium bronze
MATERIALS 33
and gunmetal respectively, which are suitable materials for

casting.
Aluminium
This material is progressively supplanting other materials in
use for specific items in the marine industry. It resists
atmospheric corrosion and its specific gravity is about one third
that of steel. In the pure state its strength is low, but, by alloying
and by mechanical and thermal treatment its strength can be
raised to equal and even surpass that of steel without great loss
of ductility. In this form it is used extensively for structural
work.
Copper-Nickel Alloys
Cupro-nickel alloys have considerable strength, resistance to
corrosion and erosion. The 80120 or 70/30 cupro-nickels are
used for condenser tubes as they strongly resist the attack of
estuarine and sea waters. A well known alloy, monel metal
composed of approximately two-thirds nickel, remainder
principally copper, is used for turbine blades, pump rods and
impellers, scavenge valves and superheated steam valves. Monel
metal retains its high strength at high temperatures. With the
addition of 2 to 4070 aluminium, forming a material known as
'K' monel, it can be temper-hardened thus its strength can be
increased still further without detracting from its other
properties.
White Metals
White metal bearing alloys may be either tin or lead base
materials containing antimony and copper or antimony alone.
Tin base white metals are sometimes referred to as 'Babbitt
metals', after Sir Isaac Babbitt, who patented them originally,
these metals are the most commonly used of the white metals
because of (I) their good bearing surface (2) uniform micro-
structure.
The use of copper in a white metal ensures uniform
distribution of the hard cuboids of the intermetalic compound
of antimony and tin within the soft tin rich matrix. Coefficient
of friction for a white metalled bearing, when lubricated is
approximately 0.002. The melting point of white metal varies
with composition but is approximately between 200°C to 300°C.
See Table 1.5.
Composition 070
Uses
Tin Antimony Copper Lead
86 8.5 5.5 - Heavy duty, high

temperatures.
78 13 6 3 Normal loading.
- 20 - 80 Normal to low load bearings
(Magnolia metal relatively
cheap).
TABLE 1.5
Titanium
Ideal where resistance to erosion and impingement-corrosion
are the more important requirements. It is virtually completely
resistant to corrosion in sea water, only under exceptional condi-
tions of erosion would the protective oxide film be damaged.
When alloyed with about 2070 copper a moderate increase in
strength results. Used in heat exchangers, usually of the plate
variety.
NON-METALLIC MATERIALS
Plastics (polymers)
Most are organic materials, synthetic and natural, consisting
of combinations of carbon with hydrogen, oxygen, nitrogen and
other substances. Dyes and fillers can be added to give colour
and alter properties. Some of the fillers used are; glass fibre for
strength, asbestos fibre to improve heat resistance, mica for
reducing electrical conductivity. Polymers can be plastic, rigid
or semi-rigid, or elastomeric (rubber like).
Some of their general properties are (1) good thermal
resistance. Most can be blown to give cellular materials of low
density which is useful for thermal insulation, also stops the
spread of fire (2) good electrical resistance (3) unsuitable for
high temperatures. Since they are hydro-carbon they will
contribute to fires producing smoke and possibly toxic fumes
(P. V.C. releases hydrogen chloride gas) (4) good corrosion
resistance.
Some polymers and other materials in common use are:
Nitrile. Used in place of rubber, unaffected by water, paraffin,
gas oil and mineral lubricating oil. Can be used for tyres in
MATERIALS 35
hydraulic systems (see Pilgrim nut) anti -vibration mountings,

jointing etc.
P.T.F.E. Unaffected by dry steam, water, oils and a
considerable range of chemicals. Low friction, used for water
lubricated bearings, gland rings, jointing tape etc.
Expoxy Resin. Pourable epoxy-resin which cures at room
temperature is unaffected by sea water and oils etc. It is
extremely tough, solid and durable and is used for chocking
engines, winches, pumps etc. Hence no machining of base plates
or foundations, simplified alignment retention, reduced time
and cost.
Rubber. Attacked by oils and steam, unaffected by water. Used
for fresh and salt water pipe joints, water lubricated bearings. In
a highly vulcanised state it is called ebonite, which is used for
bucket rings in feed pumps.
Asbestos. Unaffected by steam, petrol, paraffin, fuel oils and
lubricants. In the presence of water it needs a waterproof binder.
Near universal jointing and packing material. Safet y hazard
(health).
Cotton. Unaffected by water and oils, used as a framework to
give strength to rubber and produce rubber insertion jointing,
also used in packing .
Silicon Nitride. Used as seals in place of bronze wear rings in sea
water pumps. U.T.S. 700 MN/m 2 , greatly resistant to erosion,
inert chemically and galvanically (latter is important in salt
water pumps).
No attempt has been made to cover all the materials used in
Marine Engineering as the range is wide and complex, but
materials for components discussed elsewhere in the book, not
covered in this chapter, will be dealt with as necessary at the
appropriate point.
WELDING
Welding processes may be divided into two main groups,

pressure welding and non pressure welding.
Any welding process which requires pressure is generally
referred to as a forge welding process and these processes do not
usually require a filler metal or flux. The parts to be welded
however, should be clean and free from grease, etc.
The oldest form of forge welding is blacksmiths forge
welding. The process consists of heating the metal components
to be welded in a blacksmiths fire until the parts to be united are
plastic, then the parts of the components are removed from the
Material Composition07o Treatment U .T .S . 0. 1'1. P .S . Fatigue % Modulus Brinell Uses
MN /m' MN /m' Limit Elongation of Hardness
MN /m' Elasticity Numeral I.>J
kN /mm' 0'1
An nealed 340 75 70 650 Condenser tubes and lube
Ad miralty Brass 70Cu 29 Zn I Sn plates . Arsenic added to
Co ld Worked 590 430 10 t750 prevent dezincification.
Aluminium Near ly Pu re Annealed 59 31 60 14 150 As a base metal for many
aluminium alloys . Electrical
fittings.
:<l
Con denser tubes and tube tIl
Annealed 370 105 70 21 650 tIl
Aluminium Brass 76 Cu 22 Zn 2 Al
plates. Improved resistance to
erosion with addi tion of
o
Cold Worked 610 460 8 1750 aluminium.
cii
otIl
Annealed 320 85 114 67.5 20 620 General purpose bra ss
Brass 70 Cu 30 Zn Bearing liners, etc.
Z
tIl
Cold Worked 460 380 152 195 :<l
>-
r-
Cast Ir on (G rey) 3.25 C. 2.25 Si 0.65 Mn Sand Cast 310 138 0 23 2500 Cylinder heads, pistons, etc.
Co pper Nearly Pure Annealed 217 46 66 60 21 420 As a base metal for many ~
alloys. Electrical fittings. o
Z
tIl
Annealed 355 105 45 800 Cooler and condenser tubes
where good resistance to tIl
Cu pro-Nickel 70 Cu 30 Ni :<l
eros ion and corros ion is
Cold Worked 650 540 5 1750 required. Z
o
G un Metal 88 Cu 10 Sn 2 Zn Sand Cast 295 124 16 18.6 850 Pump liners. valves. (Good :-;
casting properties) . z
a
An nealed 540 210 45 36 1200 Pump impellers. valves, tur- ~
68 Ni 29 Cu bine blading scavenge pump r"
Monel Meta l Fe and M n tIl
Munt z Metal 60 Cu 40 Zn
Cold Worked
Ho t Ro lled
730
370
570
105
20
40 20
2200
750
valves.
General purpose brass.
s
tIl
Phosphor Bronze 95 Cu 5 Sn approx. Cold Worked 710 640 186 55 1880 An excellent bearing allo y.
Small amount of P. Develops hard glassy surface
In use.
Stainless Iron 0 .08 C 13.5 Cr 0 . 15 Ni Annealed 480 37 1400 Turbine nozzles and blading,
Stainless Stee l 18 Cr 8 Ni 0.12 C Softened 460 260 30 1700 Valves, turbine blading.
Wro ught Iron 0.02 C . 0 .02 Si 0 .05 P Hot Rolle d 310 200 t86 30 40 1000 Decorative.
1.0 Slag 0.01 S.
TAB LE 1.6
MATERIALS 37
heat source and hammered together to form a union.

Resistance welding is another forge welding process, current
and pressure are supplied to the parts being welded but no filler
metal or flux is required. The heat which is generated inorder to
form the weld depends upon (1) the square of the current
supplied (2) the metal to be welded and the contact resistance (3)
the time of application of current and pressure. Examples of
resistance welding are : studs welded to decks or to boiler tubes in
water tube boilers.
Welding processes which do not require any pressure are often
referred to as fusion welding processes. Fusion welding
processes require a filler metal and often a flux is used. The most
popular and most convenient form of fusion welding is the
electric arc welding process, sometimes called the metal arc
welding process.
Electric Arc Welding

In this process an electric arc is struck between the electrode,
which may serve as the filler metal, and the metal to be welded.
The heat which is generated causes the electrode to melt and the
molten metal is transferred from the electrode to the plate (Fig.
1.16).
If the electrode is bare, the arc tends to wander and is
therefore difficult to control. Also, the arc stream is open to
contamination from the atmosphere and this results in a porous
flux coaling. mtlls at a hightr

I.mp.rollur. Ih;an .Clll"
moll.n m.lal globul.

b. ing lransltrr.d in
art str.am
WIld mtlal
SECTION THROUGH ELECTRIC ARC WELDING

Fig. 1.16
brittle weld. To avoid these defects, flux coated electrodes are

generally used.
The flux coating melts at a higher temperature than the
electrode metal core thus the coating protrudes beyond the core
during welding. This gives better stability, control and
concentration of the arc. The coating also shields the arc and the
molten metal pool from the atmosphere by means of the inert
gases given off as it vaporises.
Silicates, formed from the coating, form a slag upon the
surface of the hot metal and this protects the hot metal from the
atmosphere as it cools. Also due to the larger contraction of the
slag than the metal as cooling is taking place, the slag is easily
removed. .
Electric arc welding may be done using d.c. or a.c. supply.
About 50 open circuit volts are required to strike the arc when
d.c. is used, and about 80 volts when a.c. is used.
a.c. supply is usually more popular than d.c. for the following
reasons.
(1) More compact plant.

(2) Less plant maintenance required. l'
(3)
(4)
Higher efficiency than d.c. plant.
Initial cost is less for similar capacity plants. t
Disadvantages of a.c. supply are:
(1) Higher voltage is used, hence greater shock risk.
(2) More difficult to weld cast iron and non-ferrous metals.
Fig. 1.17 gives an indication of the ideal weld and also some of
the imperfections that may occur on the surface or internally to
the weld and adjacent metal.
The defects are generally due to mal-operation of the welding
equipment and for this reason welders should be tested regularly
and their welding examined for defects. Some of the defects with
causes are:
(1) Overlap: This is caused by an overflow, without fusion, of

weld metal over the parent metal. The defect can usually be
detected by a magnetic crack detector.
(2) Undercut: This is a groove or channel along the toe of the
weld caused by wastage of the parent metal which could be
due to too high a welding current or low welding speed.
(3) Spatter: Globules or particles of metal scattered on or
around the weld. This may be caused by too high a current
MATERIALS 39
or voltage making the metal splash or splatter.

(4) Blowhole: This is a large cavity caused by entrapped gas.
(5) Porosity: A group of small gas pockets.
(6) Inclusion: Any slag or other entrapped matter is an
inclusion defect. Surface to be welded must be free from
foreign matter, e.g., grease, oil, millscale, metal chipping,
etc. During welding the slag must not be allowed to get in
front of the molten metal or it may become entrapped. Also
when welding is interrupted for changing of electrode or
when another run is to be laid, the already deposited metal
should be allowed to cool, the slag should then be chipped
and brushed off.
(7) Incomplete root penetration: Is a gap caused by failure of
the weld metal to fill the root. Thi s may be due to a fast
welding speed or too low a current.
(8) Lack of Fusion : This could occur between weld metal and
parent metal, between different layers of weld metal or
between contact surfaces of parent metal. It could be cau sed
by incorrect current or voltage, dirt or grease, etc.
Most of the surface defects that occur in welding can be

removed by grinding but internal defects, which can be detected
by radiographic or ultrasonic methods, necessitate repeating the
operations.
Inspection of welding should be carried out during welding, as
well as after, since the defects if discovered earl y mean a saving
in material and labour costs .
During welding by the metal arc process some of the points to
be observed are: rate of electrode consumption; penetration;
fusion; slag control ; length and sound of arc.
Other forms of electric arc welding include the argon arc
process . Argon arc welding enables non-ferrous metals such as
aluminium, magnesium, copper and ferrous metals such as
stainless steel to be welded without using a flux.
In thi s welding process (called the T.I .G. process, i.e.
Tungsten inert gas) the arc is struck between a non-consumable
tungsten electrode and the parent metal. The arc and molten
metal are completely surrounded by argon gas which is supplied
to the torch under pressure. Argon is one of the rarer inert
atmospheric ga ses obtained from the atmosphere by
liquefaction.
By completely excluding the atmosphere during welding the
argon gas prevents oxidation products and nitrides being
_--.==----L
I
no overlap or I
undercut at toe no slag inclusions /
of weld or blowholes
.,1
I
good si de fusion
r
prevent
root penetration
fillet welds
.,....., ---
SOUND WELD AND SOME WELD DEFECTS

Fig. 1.17
MATERIALS 41
formed, thus enabling welding to take place without using a

flux .
For oxy-acetylene welding, oxygen and acetylene stored in
solid drawn steel bottles under pressure is supplied to a torch.
Modern torches are often of the combined type, they can be used
for either welding or cutting processes and various types and
sizes of nozzles are supplied for this purpose.
'(60°1'
D41smm)34smm
lSmm-j i-
ckP' :
U-4Smm
. T>ZOmm
--L
R - 3to 9mm
TYPICAL V AND U BUTT PREPARATIONS FOR

WELDING
Fig. 1.18
For welding, a neutral flame is normally required-that is a

flame which neither oxidises nor reduces-and a filler metal and
flux are used. Oxy-acetylene welding can be used for welding
ferrous and non-ferrous metals, e.g. stainless steels, cast irons,
aluminium, copper, etc. It is also a process that can be used for
hard surfacing of materials such as stelliting.
Downhand welding
A preferable terminology is 'flat position welding', it is
welding from the upper side of joint where the face of the weld is
approximately horizontal.
Heat Affected Zone

In welding or brazing it is that part of the base metal which
has had its microstructure and mechanical properties altered but
it has not been melted.
42 REED' S GENERAL ENGINEERING KNOWLEDGE
Difference between welding, brazing and soldering.

Welding: filler metal used has a melting point at or slightly
below that of the base metal.
Brazing: filler used has a melting point above 500°C (approx)

but below that of the base metal.
Soldering: filler metal used has a melting point below 500°C

;
(approx).
Brazing and Soldering processes are similar in that the filler

metal must (1) wet the parent metal (2) be drawn into the joint
by capillary action. Brazing filler metals are alloys of copper,
nickel, silver and aluminium. Soldering filler metals are lead &
tin or aluminium & zinc alloys.
A flux is used to dissolve or remove oxides, in the case of
brazing, borax is used, for soldering; resin in petroleum spirit.
GAS CUTTING
The cutting of irons and steels by means of oxy-acetylene

equipment is a very common cutting process that most engineers
will have encountered at some time in their lives. Flame cutting
or burning as it is sometimes called is convenient, rapid and
relatively efficient and inexpensive.
A flame cutting torch is different to a welding torch in that it
has a separate, valve controlled, supply of cutting oxygen in
addition to the normal oxygen and acetylene supplies (Fig. 1.19).
When cutting, for example steel plate, the plate is first pre-
heated by means of the heating flame until it reaches its ignition
temperature, this is usually distinguishable by colour (bright red
to white). Then the cutting oxygen is supplied and immediately
burning commences. The cutting oxygen oxidises the iron to a
magnetic oxide of iron (FeJ 0 4) which has a low melting point,
this oxide easily melts and is rapidly blown away by the stream
of cutting oxygen.
Once the ignition point is reached the cutting process is rapid,
since the heat is supplied, in addition to that given by the heating
flame , by the oxidation of the iron . It should be noted that the
iron or steel is itself not melted but is oxidised or burnt.
Due to the rapid cooling of the plate edge, that takes place
once the torch has passed, local hardness generally occurs .
Hence dressing of the plate edges by machining or grinding to
MATERIALS 43
remove the hardened material is normally desirable, otherwise

surface cracking may develop.
cutt ing oxyqen controlltd

by a spr ing loa ded leve r
v alve
oxyqen and acety lene

..... for htating (futl)
.V' /11ll£..Aa. cutt ing oxygtn
-./
concen tr ic
- nozzle
tuel-: II __ hea tinq flame, ra ises steel in temperature to
10'-- its ign ition point ( brighl rtd heat) . cutt ing
0
I oxygen oxid ises iron to Ft)O... which is
/ II /
blown away by oxygen stream
11
OXY -ACETYLENE GAS CUTTING

(Other gases-Oxy-Hydrogen-Oxy-propane or Oxy-Coal gas)
Fig. 1.19
TEST EXAMPLES 1
Class 3
1. What is meant by the following terms:

a) Elastic limit,
b) U.T.S.
c) Safety factor.
2. What is the advantage of case hardening, how is it done,

and give an example of a component which may have this
treatment.
3. Explain the essential differences between the properties of

cast iron and mild steel.
MATERIALS 45
TEST EXAMPLES 1
Class 2
1. Briefly describe the tests made on a piece of metal to

determine its suitability for use in engineering. Explain
clearly what is meant by any four of the following
metallurgical terms:
(a) Work hardening,
(b) Case hardening,
(c) Annealing,
(d) Normalising,
(e) Yield point,
(f) Creep.
2. Sketch graphically, the load-extension diagram for a mild

steel test piece. Would you expect a similar diagram if you
tested a non-ferrous metal? Explain: yield point, elastic
limit, limit of proportionality and proof stress.
3. State the approximate proportions of carbon contained in

(a) Cast Iron and (b) Cast Steel and mention the forms in
which the carbon may occur therein.
Compare the physical properties of these two metals and
name some of the more important parts of machinery for
which these materials are respectively suitable.
4. Explain the difference between "strength" and "stiffness"

of steel. Discuss the importance of these properties in
shipboard structural members and machinery components.
5. Describe the effects of varying the percentages of the

following constituents on the physical properties of steel:
a) Carbon,
b) Phosphorus,
c) Manganese,
d) Molybdenum.
TEST EXAMPLES 1
Class 1
1. Name four copper alloys associated with Marine

Engineering, giving in each case, its constituents, physical
properties and a practical example of its use.
2. Explain why a material may fracture when stressed below

its yield point. Give examples of components which might
fracture in this way if suitable precautions are not taken.
Explain how such fractures can be avoided with reference
to the materials chosen, careful design and workmanship.
3. Give the approximate composition, and the properties of

the following metals:
(a) Manganese bronze,
(b) Cupro-nickel,
(c) Babbitts metal.
In each case give two examples of the metals in use on
board ship, and explain why the metal is chosen for the
applications you mention.
4. Give properties, uses and constituents of:

(a) Phosphor bronze,
(b) Black heart malleable iron,
(c) Monel metal.
5. Describe the following:

(a) Case hardening,
(b) Flame hardening,
(c) Nitriding,
(d) Induction hardening.
CHAPTER 2
FUEL TECHNOLOGY
LIQUID FUELS
Crude petroleum is first classified broadly into one of three

types:
Paraffin Base in which the residue after distillation contains
more than 50/0 paraffin wax.
Asphalt Base in which the residue after distillation contains less
than 2% paraffin wax and is mainly composed of asphalt
(bitumen).
Mixed Base in which the residue after distillation contains
between 2 and 5% paraffin wax mixed intimately with asphalt.
The type obtained depends on the source and also determines
the type of refining necessary and nature of the end products
produced.
The raw petroleum at the well head is often associated with
natural gas, which has a high methane content, this gas can be
directly utilised and is piped off for domestic use. Primary
separation, by heating and cooling, will allow a yield of well
head motor spirit (straight run gasoline). The bulk of the crude
is taken to the refinery for processing into a wide range of
products depending on the type of crude. Asphalt is mainly
found in residual oils and is an indefinite substance, both hard
and soft, being mainly combustible although hard asphalt can
cause considerable gum deposits in I.C. engines.
Composition of Petroleum
Consists in all its forms of hydrocarbons, with small amounts
(up to 5%) of nitrogen, oxygen, sulphur, metallic salts, etc.,
together with water emulsified in the oil and associated with
natural gas.
Hydrocarbons
The exact proportions and composition decide the character
of the petroleum and hence the refining and processing required.
Types of hydrocarbon are made up of at least nine recognisable
series, a series being a range of products with the same molecular
structure pattern, from C n H I n + I to Cn H I n - U • The four main
series are:
Paraffins. c, H In+I
for example, methane (C H.!, butane (C 4 H\o)
Napthenes. n(C HI)
for example, cyclo-butane (Cs H IO)
Aromatics. c, H I n - 6
for example, benzene (C 6 H 6 )
Olefines. c, H I n
for example, ethylene (C I H 4)
The first two given are usually classified as saturated and the
latter two as unsaturated. Unsaturated series are rarely found in
the crude petroleum but tend to be found by molecular bonding
alteration during later processing. Although olefines and
naphthenes have the same C/H ratio they are distinguished by
an important difference in molecular structure.
The lowest members of any series are gases, graduating to
liquids as the molecular structure becomes more complex,
thence to semi-solids and to solids. Considering for example the
paraffin hydrocarbon series: methane (C H 4) to butane (C 4 H\o)
are gases, pentane (Cs H u ) to nonane (C9 H 2O) are all liquids of
decreasing volatility.
By octadecane (C 18 H 3S) there is a mineral jelly and further up
the series gives paraffin wax solid (Cn H 44 ) . With slight
deviations from the molecular grouping system millions of
different combinations called isomers are possible. Composition
and characteristics then tend to become chemically complex, this
particularly applies to high grade gasoline for aviation and
motor vehicle fuels.
Crude oil is first treated for water and dirt removal, natural
gas and straight run gasolines being commonly tapped off, and
the bulk of the crude is passed to the refinery for distillation.
Any refinery must be fairly flexible to cope with reasonable
variations of crude type and variation in market demands for the
output of distillates.
-' ,
FUEL TECHNOLOGY 49
The Distillation Process

As a first stage the refinery distills the crude petroleum into
basic products. This depends on the lightness of the various
fractions and their distillation temperatures. A typical primary
distillation would be approximately as shown in Fig. 2.1.
crude
I I I I I
volatile gasoline kerosine gas and diesel fuel oil
gases oils
I I I
crude diesel heavy
lub.oi! oil fuel oil
Fig. 2.1
I
refined
lub:oil
The temperatures for distillation into the various fractions

would be approximately as shown in Fig. 2.2.
5n I ,
I ,
benzenes naptha and
kerosin,
gas and I
diesel oils :
bitumen,
,
I I
I I
I I
1
u
o
I
I
1
I
I
I residue I
e I fURl oil -I
B 257
..e
Q.
I
E I
~ I
I
I
I
I
I
I
I
I
oo~"""--_.......I_--~----'---"""---~
100
Fig. 2.2
The actual stages as shown may not be so clearly defined, i.e.
the cut point often has some degree of temperature overlap.
Simple Refinery Layout

to condensers
~
gas benzene benzene
heavy
gas oil
crude naptha
kerosine tub. oil

2 bar gas oil vacuum
steam steam
residual
fuel oil
Fig. 2.3
Referring to Fig. 2.3:
The crude is fractioned into the various distillates by heating
in fractioning towers, the distillates being tapped off at the
necessary points.
The actual layout is slightly more complex due to re-
circulation for stripping, reflux for enriching, provision of
condensers for gas cooling, etc., all with the object of improving
the quality of the distillate. The provision of the vacuum stage is
to reduce the required temperatures of distillation for the
heavier fractions to avoid oil cracking. Lubricating oils are pro-
duced by vacuum distillation, the principal yield being from
mixed base crude oil.
Further Processing
To improve the quality of the distillates for use in specialised
equipment, such as for aviation and automobile industry
requirements, considerable blending and molecular structure
alteration takes place. The object in certain specialised cases is
improvement in Diesel Ignition Quality, Knock Rating (see
later), sulphur removal, addition of corrective additives to
improve performance, etc. These are complex processes such as
thermal and catalytic cracking, alkylation, cyclisation,
dehydrogenation, polymerisation, isomerisation, etc. Olefins
and aromatics of widely varying chemical bonding are produced
FUEL TECHNOLOGY 51
by these processes . The cracking point occurs when dissociation

from heavy hydrocarbon molecules to lighter forms takes place.
This may be by thermal (high pressure or temperature) or
catalytic means. Cracking, caused by extreme operating condi-
tions, must be avoided.
TESTING OF LIQUID FUEL AND OILS
(1) Density (e)

Storage of liquids is often based on volume, some correlation
such as density, for the mass to volume relationship, is required.
This is important for bunker capacities, choice of heating
arrangements, injectors, purifiers, etc.
Density (e) = Mass (m)
Volume (V)
units usually kg/m" (fresh water 1000 kg/m-).

If the temperature cannot be fixed at 15°C (with for example
high viscosity oils) then a correction factor per degree C 'above
15°C is added to the observed density, or if measured below
15°C, is subtracted from the observed density . Density is taken
by hydrometer. The datum temperature is 15°C. Water (fresh)
has its maximum density of 1000 kg/rn! at 4°C.
The reciprocal of density is specific volume (mvkg),
(2) Viscosity
May be defined as the resistance of fluids to change of shape,
being due to the internal molecular friction of molecule with
molecule of the fluid producing the frictional drag effect.
Absolute (dynamic) viscosity as used in calculation is difficult
to determine, being numerically equal to that force to shear a
plane fluid surface of area one square metre, over another plane
surface at the rate of one metre per second, when the distance
between the two surfaces is one metre . Kinematic viscosity is the
ratio of the absolute viscosity to the density at the temperature
of viscosity measurement.
F 7JA~
dy
Dynamic (1j) = ~dIv
Kinematic (u) [ MV] [V] m-/s.

= ~ TLM = T
Kinematic methods are increasingly being used, centistokes at

50°C (l ml/s = 1()6 cSt) is the measurement (sometimes 40°C or
80°C). Kinematic viscosity is measured by capillary flow of a set
liquid volume from a fixed head (Poiseuille), a similar method
(Ostwald) is much used by the oil industry and a technique using
a steel ball falling through the liquid (Stokes) can also be
applied.
For practical purposes viscosity is still often measured on a
time basis. It is expressed as the number of seconds for the out-
flow of a fixed quantity of fluid through a specifically calibrated
instrument at a specified temperature.
Considering Fig. 2.4:

The time for 50 ml outflow is taken by stopwatch.
Temperature accuracy is vital and a variation of ± O.loC is a
maximum for temperatures up to 60°C. Water is used as the
liquid in the heating bath up to 94°C and oil for higher
temperatures. The result is expressed as time in seconds at the
quoted temperature, e.g. 500 s Redwood No . 1 at 38°C.
Samples and apparatus require to be clean and the appliance
must be level.
Viscosity Scales
In British practice the Redwood viscometer was used.
Redwood No. I, the outflow time in seconds of 50 ml of fluid,
used up to 2000 s. Redwood No.2, for oils with outflow times
exceeding 2000 s (usually, but not always), designed to give ten
times the flow rate of the Redwood No. 1 orifice.
In American practice the Saybolt Universal and Saybolt Furol
were used in a similar manner to the above, employing a
different orifice size as in the Redwood.
In European practice the Engler viscometer was used, which
compares the outflow times of oil and water, results quoted in
Engler degrees.
International standardisation has encouraged the
development of the kinematic method, units centistokes at 50°C
(sometimes 80°C for high viscosity oils).
FUEL TECHNOLOGY 53
fiK.d oil h.ad

T-#----t-(SH mm)
copp.r ....._ _-+ oil cup

h.ating (135 mil
both
, -it-_ _-t-ball yaly.
r- control
h.e1ting
tube
. . / .
onflc. (,.62 mm dla.)
drain yaly.
THE REDWOOD VISCOMETER

Fig. 2.4
Temperature
Increase of temperature has a marked effect in reducing fluid
viscosity. Temperature and viscosity are closely related in the
choice of an oil for a particular duty. For atomisation of fuels it
is necessary to heat high viscosity oils so that the viscosity is
about 30 cSt at the injector and preferably near 13 cSt for
internal combustion engines (the viscosity of Diesel oil being
about 7 cSt at 38°C).
It is essential to specify the temperature at which the viscosity
is quoted otherwise the value becomes meaningless for
correlation.
'r,; . ':itT; i ""I ; "' ~ ~ i !!i"" I' ! "i l li i" t~ll ! !" ' 11i :!lfT!'I'!!!Ilf'!l!l1lIlnI!!!1!IflI!IIlI!Im,i!!i~~
temperature ·C-
Fig. 2.5
The scale readings between viscometers can be related to each

other by graphs or the use of constants. It is not possible to
calculate viscosities at different temperatures without the use of
viscosity-temperature curves. Each oil and blend type differs
with the effect of temperature change so a curve requires to be
plotted for each type, three typical viscosity-temperature
curves are shown on the diagram given (Fig. 2.5). From Fig. 2.5
it is seen that 3.5 ks Redwood No.1 at 38°e (note the use in this
case of the No.1 orifice above 2 ks) is 575 at 66°e, 275 at 82°e,
180 s at 94°C and 100 s at 110°C.
Factors influenced by viscosity may be summarised as:
frictional drag effects, pipe flow losses, flow through small
orifices (atomisation), load capacity between surfaces, fouling
factor, spread factor, etc. I
Viscosity Index is a numerical value which measures the
ability of the oil to resist viscosity change when the temperature
changes. A high viscosity index would refer to an oil capable of
I
maintaining a fairly constant viscocity value in spite of wide
variation in the temperature. The value of viscosity index is
I
usually determined from a chart based on a knowledge of the
viscosity values at different temperatures.
1
FUEL TECHNOLOGY 55
Approximate relationship between the two main scales are:

eSt 30 60 120 180 280 380 500 -at 50°C
R No. I sees 200 400 1000 1500 2500 3500 5000 - at 38°C
(3) Flashpoint
This is the minimum temperature at which an oil gives off

flammable vapour, which on the application of a flame in a
specified apparatus would cause momentary ignition.
The test may be open or closed depending on whether the
apparatus is sealed or not. The closed flashpoint is always lower
because the lid seal allows accumulation of the volatiles above
the liquid surface. The test applied for oils above 45°C, which is
the usual marine range, is the Pensky Marten Closed Flashpoint
test.
For oils below 45°C the Abel apparatus would be used.

When the operating handle is depressed the shutter uncovers
the ports (down movement of the handle opens a shutter just
below the ports by means of a ratchet, further movement and
ratchet travel gives a flame insertion, this detail is omitted on the
sketch for simplicity). The flame element is depressed through
one port above the oil surface. Starting at a temperature 17°C
below the judged flashpoint the flame is depressed, left and
quickly raised in a period of under 2 s, at 1°C temperature
intervals.
Just before the flash point is reached a blue halo occurs
around the flame, the flash is observed just after, through the
two observation ports, stirring being discontinued during flame
depression. A fresh sample must be used for every test and care
must be taken that no trace of cleaning solvents are present in
the oil cup .
Some aspects relating to oils 'and the use of closed flashpoint
may be considered as follows:
Oils with flashpoint below 2rC are classified as
dangerous-highly flammable, such oils are gasolines, benzenes,
etc.
Flashpoints in the range 22°C-66°C would relate to kerosenes
and vaporising oils.
Flashpoints above 66°C are classified as safe (for marine
purposes) and include gas; Diesel and fuel oils. Approximate
closed flashpoint values for different oils are:
thermometer
/ spring hand le
test ing flame Ito operate shut ter
clement \ and tl ame dIp)
ports (3)
paddles
gauze
I-------~~
THE PENSKY MARTEN (CLOSED) TEST

Fig. 2.6
Pentane -49°C Petrol

Carbon Disulphide
-30°C Paraffin 25°C
Acetone -18°C Diesel Oil 95°C
Benzene -11°C Heavy Fuel Oil lOO°C
Methanol ro-c Lubricating Oil 230°C
These values are average only, the grade and type cause wide
variations, for example, the term petrol could relate to values
between - 60°C to 25°C.
As flash point is indicative of the fire and explosion risk, for
storage and transport, it is an important property of the oil. For
shipboard requirements it is a rule that the oil for propulsion
FUEL TECHNOLOGY 57
should have a minimum closed flashpoint of 66°C, also that the

oil in storage should not be heated above 5rC.
In special cases where high viscosity oils are used and high
degrees of heating are required to produce atomisation, etc., it is
allowable to heat the oil to within 20°C of the closed flash point.
Great care should always be taken regarding the control of heat
to heaters situated on the suction side of the fuels pumps so as
not to cause oil vaporisation and the possibility of explosive
vapour formation.
(4) Calorific Value

Is the heating value from the complete combustion of unit
mass of fuel, i.e. MJ/kg, kJ/kg. etc.
Approximate heat energy values of fuels are:
Coal 34 MJ/kg.
Fuel Oil 42 MJ/kg.
Diesel Oil 45 MJ/kg.
Pure Hydrocarbon 50 MJ /kg (85070 C,
15% H 2) .
The value quoted is the higher calorific value in every case in

preference to the lower value. The higher calorific value includes
the heat in water vapour formed from water as the products of
combustion are cooled, vapours condensed, and hence latent
heat becomes re-available for heat utilisation.
The lower calorific value is more realistic, from the boiler
engineers viewpoint, being the actual heat available for boiler
water evaporation, but this does not detract from the fact that
this is a fault of utilisation and the higher calorific value is the
actual heat available and is therefore the preferred value for
quotation. Fuels always exhibit a fall of calorific value to some
extent during storage.
There are numerous makes of bomb calorimeters but the
differences are only slight. The test as conducted is very closely
detailed and only a brief synopsis is outlined here. For further
close details, if desired, the reader is referred to the relevant B.S.
specifications. Consider Fig. 2.7:
The oxygen supply is to give an internal pressure of 26 bar and
should not be less than 21 times the theoretical oxygen required.
The interior of the bomb must be resistant to condensed acidic
vapours from combustion. The thermometer used can be read
by means of a lens to O.D02°C, and the temperature of the
58 REED'S GENERAL ENGIN EERING KNOWLEDGE
) t irrer motor
/batllr Y
II II »> thlrmomltlr
water spaci __ air spaci
insulat ion --+---Il,
I - t t - - ~~r:;~imllir
firing wires -t----t<-'''d----t=f'-t-d

Ibonitl
~~..l,o-,,.......~7supports
I
crucibte and fUl l sampll f

THE BOMB CALORIMETER
Fig. 2.7
enclosing water, of amount 15-20 litres, should be maintained

steady up to the test.
A small specimen is fired by electric charge under conditions
of pressurised oxygen and the temperature rise of apparatus and
coolant is noted. 0.01 kg of distilled water are in the bomb to
absorb sulphuric and nitric acid vapours (from sulphur trioxide
and nitrogen). Mass of fuel x hcv = W.E. of apparatus
complete x its temperature rise. The above calculation, using
masses in kg and temperatures in °C, gives the hcv of the fuel
(MJ/kg or kJ/kg). The water equivalent (W.E.) of the
apparatus is determined by a test using benzoic acid. This is the
calorific value reference fuel, hcv 26.5 MJ/kg, showing
relatively no deterioration of calorific value during storage.
Correction factors are now applied for acids formed under
bomb conditions only, radiation cooling effect, etc. The
temperature of test is based on 15°C approx. It should be noted
that under the bomb's combustion conditions (high excess air
and pressure) sulphuric and nitric acids are formed. Whereas
FUEL TECHNOLOGY 59
under furnace combustion conditions sulphur is burned mainly

to sulphur dioxide, with no acid formation, thereby no trioxide,
and nitrogen would pass off in the free state.
(5) Pour Point

This is a determination of the lowest temperature value at
which oil will pour or flow under the prescribed test conditions.
This value is an important consideration for lubricating oils
working under low temperature conditions e.g. refrigeration
machine lubricants, telemotors, etc.

Various mixtures are used in the bath, for very low
temperatures solid carbon dioxide and acetone are used. At
11"C above the expected pour point the test begins. At
temperature intervals of 3°e the test jar is removed, checked for
surface oil tilt and replaced in a time interval of 3 s maximum.
'" /
thermometers
glass tlSt Jar
/
l--iacket
l-
"'
~ ~,
spring
holder --~ I r: ashers
cooling bath
POUR POINT APPARATUS

Fig. 2.8
When surface of oil will not tilt, for a time interval of 5 s, note
temperature, add 3°C and this is the pour point. The oil is
heated to 46°C before the test and is cooled in progressive stages
of about 17°C in different cooling agent baths, in each case the
jar must be transferred to another bath when the oil reaches a
temperature of 28°C above the bath temperature.
(6) Carbon Residue (Conradson method)

This test indicates the relative carbon forming propensity of
an oil. The test is a means of determining the residual carbon,
etc., left when an oil is burned under specified conditions. This
test has been used much more in recent times in line with the use
of high viscosity fuels in I.e. engines .
The mass of the sample placed in the silica crucible must not
exceed 0.01 kg.
flame
•
T_0----- height gauge
,------'---
chimney
hood
shut Iron
/cruclble
""--;::===========_Iron crucible
...- sil ica cruc ible

asbestas r-'--~-\
block
I_--burn.r
CONRADSON CARBON TEST APPARATUS

Fig. 2.9
FUEL TECHNOLOGY 61
Initial heating period 10 minutes ± It, vapour burn off

period 13 minutes ± 1, further heating for exactly 7 minutes,
total heating period 30 minutes ± 2. The covers must be a loose
fit to allow vapours to escape.
The heating and test method are closely controlled. After
removal of sample and weighing, the result is expressed as
'Carbon Residue (Conradson)' as a percentage of the original
sample mass. The test is usually repeated a number of times to
obtain a uniformity of results. (see Fig. 2.9).
(7) Water in Oil

A quick test for presence glass tube
of water in a substance is to - - water cooled
reflux condenser
add a sample to white
copper sulphate (CUS04)
which turns to blue copper
sulphate (CUS04 5H20) in
the presence of water.
The following test is
more suitable for oil:

The test usually graduated
receIver ~
conducted is the J.P. for water
standard method. 100 ml of
sample is mixed completely
with 100 ml of special high
grade gasoline having
standard properties. Steady
heat is applied for about
one hour. Water vapours
are carried over with the
distilled gasoline and are 500 ml
condensed in the condenser distittction _
flask
and measured in the lower
part of the receiver. The
result being expressed as say
10J0 Water, J.P. Method; gas ({;)
Note. This sketch is very burner ------0
much simplified. The actual
apparatus must be WATER TEST IP METHOD
constructed to specific and Fig. 2.10
exact B.S. dimensions which are highly detailed. The test must
also be carried out under closely controlled conditions.
(8) Fire Point

This is the temperature at which the volatile vapours given off
from a heated oil sample are ignitable by flame application and
will burn continuously. The firepoint temperature can be
anything up to about 40°C higher than the closed flashpoint
temperature for most fuel oils.
(9) Acidity (or alkalinity)

This is indicated by the neutralisation (or saponification)
number. This number is the mass, in milligrammes, of an alkali
which is often potassium hydroxide, needed to neutralise the
acid in one gramme of sample. The oil is often alkaline, in this
case the acid to neutralise it is in turn neutralised by the alkali
and the result is then expressed as base neutralisation number.
Alternatively the quantities can be expressed in ppm for 1 mlof
oil sample (usually dissolved in industrial methylated spirits).
Phenolphthalein can be used as the indicator. Total Base
Number (TBN) is often used for alkalinity indication for
lubricating oils.
(10) Ash
A sample of oil (250 ml minimum) is cautiously and slowly
evaporated to dryness and ignition continued until all traces of
carbon have disappeared. The ash is then expressed as a mass
percentage of the original sample . Ash consists usually of hard
abrasive mineral particles such as quartz, silicates, iron and
aluminium oxides, sand, etc. A residue test (070 by volume after
heating to 350°C) is sometimes used.
(11) Other Tests

These are numerous, examples being: asphaltenes, sediment,
suspended solids, oxidation, emulsion number, cloud point,
setting point, precipitation number, etc.
These are more complex laboratory tests whose description is
difficult to simplify and therefore are not considered further.
Three other tests however, not mentioned previously, are
regarded as of extreme importance in I. C. engine practice. In
view of this these tests namely, octane number, cetane number
and crankcase oil dilution, will now be considered.
FUEL TECHNOLOGY 63
(12) Octane Number

Is indicative of the knock rating. Knocking or pinking are
characteristic of some L'C. engine fuels, particularly in spark
ignition engines, this can cause pre-ignition, overheat and
damage.
Normally on spark initiation the flame front proceeds through
the mixture at a speed of about 18 m/s. If, due to engine
conditions or type of fuel used, the mixture in front of the flame
front has its temperature and pressure raised above the
spontaneous ignition point then auto ignition occurs. This
means that by the time the last gas charge is reached the flame
front speeds can reach 2.2 kmls and detonation, temperature
rise and heavy shock waves occur. Knocking tendency is
dependent on many variables such as revis, compression ratio,
turbulence, mixture strength, etc.
Test
Iso-octane (Cs H 16 ) has very good anti knock properties and is
taken as upper limit 100. Normal heptane (C, H 16 ) has very poor
anti knock properties and is taken as lower limit zero. Therefore
octane number is the percentage by volume of iso-octane in a
mixture of iso-octane and normal heptane which has the same
knock characteristics as the chosen fuel. The test is conducted
under fixed conditions on a standard engine which usually has
electronic detonation detection. Modern fuels, for aviation, etc.,
have octane numbers over 100 and for these the term
Performance Number is used. In this case tetraethyl lead
(T.E.L.) is usually added in specified proportions to the iso-
octane, this chemical has a very high anti knock characteristic
and is in fact often used as a fuel additive.
(13) Cetane Number

Is an indication of the ignition quality of the fuel. In a
compression ignition engine, commonly called Diesel engine,
cold starting is required. Also the time interval between fuel
injection and firing, called ignition delay, must not be too long
otherwise collected fuel will generate high pressures when it does
ignite and Diesel knock results. Paraffin hydrocarbons have the
best ignition quality and are thus most suitable. Speed and
cetane number can be correlated, for high speed engines (above
13.3 rev/s) a cetane number of 48 may be regarded as a
minimum, whilst for very slow running engines (below 1.7 rev Is)
a cetane number of 15 is a minimum.
A Diesel fuel used in a hot petrol engine would cause

detonation, i.e. it has a low octane number.
Test
Cetane is a paraffin hydrocarbon, hexadecane (C 16 H 34 ) being
its correct designation, of high ignition quality and is taken as
the upper limit of 100. Alpha-methyl-napthalene is of low
ignition quality and is taken as the lower limit of zero. Thus
cetane number is numerically the percentage by volume of
cetane in a mixture of cetane and alpha-methyl-napthalene that
matches the chosen fuel in ignition quality.
There are a number of tests, one is by measurement of the
delay period when running, by use of a cathode ray tube on a
standard engine. Another, which is probably the best, is to use a
standard engine running under fixed conditions with a variable
compression ratio to give a standard delay, and using the
compression ratio as an indication of cetane number.
An alternative method called Diesel index can be used but it is
not as reliable as cetane number. Density is often indicative of
cetane number especially in the middle ranges, i.e., density 850
kg/rn", cetane number about 61, density 950 kg/rn", cetane
number about 37. Some success has been achieved by the use of
additives such as acetone peroxide.
(14) Crankcase Oil Dilution

Is the percentage of fuel oil contamination of lubricating oil
occurring in 1. C. engines. The lubricating oil sample is mixed
with water and heated, fuel volatiles are carried over with the
steam vapour formed. By condensation of these vapours and
separation, the fuel content can be measured and can be
expressed as a percentage of the original lubricating oil sample
by mass.
It is also important to check the lubricating oil for water con-
tamination, for this purpose a similar separation test by heating
is satisfactory. Severe corrosion of crankshafts has been caused
by sulphur products from fuel oil mixing with any water in the
lubricating oil to form sulphuric acids which are carried round
the lubricating oil system.
Analysis of Fuel Oils (Typical)

It is not practice to assume a trend with one variable will apply
to another. As a generalisation the 'heavier' the oil the higher
the viscosity and flash point and the lower the calorific value.
This would indicate extra heating, purification, etc., systems;
FUEL TECHNOLOGY 65
Con stituent or Property Pet rol Kerosene Diesel Residu al
Carbon 0/0 85.5 86.3 86.3 86.1

Hydro gen % 14.4 13.6 12.8 11.8
Sulphur % 0.1 0.1 0.9 2.1
Density, kg/m3 733 739 870 950
Higher calorific value,
MJ /kg 47.0 46.7 46.0 44.0
Lower calorifi c value
MJ /kg 43.7 43.6 43.3 41.4
Viscosity, cSt at 50°C 1.5 1.6 5 350
Closed Flashpo int °C 0 50 85 90
TABLE 2.1
reduced storage volume for a given bunkering mass; increased

fuel demand for a given power.
Proposed ISO Specification for Marine Fuels

Table 2.2 is a draft specification with the objective of
providing an agreed standard internationally.
COMBUSTION OF FUEL
The combustible elements in a fuel are carbon (C) . hydrogen

(H2) and sulphur (S). These combustibles when supplied with
oxygen (02) from atmospheric air combust and liberate heat.
Exothermic reactions are those involving heat evolution, as are
most combustion reactions, but some are endothermic and
require heat supplied externally.
Combustion of Carbon
C+02
Relative Masses 12 + (16 x 2)
1 +21
Thus 1 kg of carbon requires 21 of oxygen and forms 31 kg of

carbon dioxide (C02) . This chemical process liberates about 33.7
MJ/kg of carbon burned. If the carbon is incompletely burned
to form carbon monoxide (CO) and that gas leaves the system
unburned the following results.
2C+02 -+ 2CO
Relative Masses (2 x 12) + (16 x 2) -+ (2 x 28)
1+ I t -+ 2t
0'1
Grade MA MB Me MD ME MF MG MH MI MJ 0'1
Insp ected Parameter Mi n Max M in Max Min Max M in Max Min Max Min Max Mi n Max Min Max Min Max Min Max
Density at 15°C - - - 0.90 - 0.920 ~

0.990 - 0.990 - 0.990 - 0.990 - 0.990 - 0.990 - -
Viseodt}'
kinematic cSt at
4O'C 1.5 5.5 - 11.0 - 14.0 - - - - - - - - - - - - - -
Viscocit y kinema tic
cSt at 80'Ct - - - - - - - 15 - 25 - 45 - 75 - 100 - 130 - 130 ~
e
Flash point PM vi
(closed) ' C 43 - 60 - 60 - 60 - 60 - 60 - 60 - 60 - 60 - 60 - am
Pour point (uppe r)
'C I Dec-31 Mar - - - 0 - 0 - 24 - 30 - 30 - 30 - 30 - 30 - 30
~
~
Po ur poin t (upp er)
' C I Apr-30 Nov - - - 6 - 6 - 24 - 30 - 30 - 30 - 30 - 30 - 30
Cloud point 0 C - -16 - - - - - - - - - - - - - - - - - -
Ramsbottorn carbon
wtO/o - 0.20 - 0.25 - 2.5 - - - - - - - - - - - - - - ~
Conradson carbo n Z
WI,!, - - - - - - - 12.0 - 14.0 - 20.0 - 22.0 - 22.0 - 22.0 - m
m
- 1.0 - 2.0 - 2.0 - 3.5 - 4.0 - 5.0 - 5.0 - 5.0 - 5.0 - 5.0
Sulphur WI'!.
'"
- - - - - - - -
~
As hwtOJo - 0.01 0.01 0.05 - 0.10 0.10 0. 15 0.20 0.20 0.2 0 0.20
Sediment by
- - - - - - - - - - - - - ~
.
- - - -
. .
extraction wtOJo - 0.01 0,02
Sedime nt (total
existent) - - - - - - . - - . - . - . - . -
z
o
~
Wat er volume OJo - 0.05 - 0.25 - 0.30 - 0.50 - 0.80 - 1.0 - 1.0 - 1.0 - 1.0 - 1.0 I""
Cetan e index
Ignitio n qualit y
Metal co ntents ppM
45
-
-
-
35
-
-
-
-
. -
-
-
. -
- .
- -
- .
- -
-
-
. -
- -. -
-
.
- -
- .
-
-
m
sm
Vanadium
Aluminiumt t
-
-
-
-
-
-
-
-
-
-
100
-
-
-
250
30
-
-
350
30
-
-
500
30
-
-
600
30
-
-
600
30
-
-
600
30
-
-
600
-
t An indication of the approximate equivalents in kinematic viscosity at 50°C is given below: "Considered important but currently no standard test method available.
Kinemati c viscosity at 80' C 15 25 45 75 100 130 t t An acceptable test method has to be agreed.
Kinemati c viscositv at 50' C 40 80 180 380 500 700
TABLE 2.2
FUEL TECHNOLOGY 67
Thus 1 kg of carbon requires 1t kg of oxygen and forms 2t kg of

carbon monoxide. This chemical process liberates about 10.25
MJ/kg of carbon burned. This represents a 70010 heat loss with
incomplete combustion.
Combustion of Hydrogen
2H2 + O2 -> 2H20

Relative Masses (2 x 1 x 2) + (16 x 2) -> (2 x 18)
1+8 ->9
Thus 1 kg of hydrogen requires 8 kg of oxygen and forms 9 kg of

water vapour (steam) (H20). This chemical process liberates
about 144.4 MJ/kg of hydrogen burned, assuming the products
of combustion are cooled and the latent heat is extracted from
the water vapour. If the steam escapes from the plant
uncondensed , which is usual , it takes the latent heat with it then
the net (or lower) heat liberation/kg of hydrogen burned is
144.4-(9 x 2.465) = 122.2 MJ. The 2.465 figure is the specific
enthalpy of vaporisation of steam at l5.5 °C (the standard
temperature).
hcv hydrogen 144.4 MJ /kg,

lev hyd rogen 122.2 MJ /kg.
Combustion of Sulphur
S+ O2 -> S02
Relative Masses 32 + (16 x 2) -> 64
1+1 -> 2
Thus 1 kg of sulphur requires 1 kg of oxygen and forms 2 kg of

sulphur dioxide (S02). This chemical process liberates about
9.32 MJ /kg of sulphur burned. At high temperatures the very
small percentage of the sulphur present as sulphates in the fuel is
partly expelled as sulphur trioxide (S03) . The percentage of S03
to S02 during normal combustion is low, usuall y of the order of
1%, and the chemical reaction is:
This reaction is of negligible importance from a heating

viewpoint but is very important from the viewpoint of
corrosion. The residual oils in regular use today contain
appreciable amounts of sulphur (up to 6010) and so increase the

amount of S03 in the flue gases. The presence of S03 has been
shown to raise the acid dewpoint of the gases. This results in the
condensation of acid vapours on colder metal surfaces, from the
sulphur the formation of sulphurous and sulphuric acids with
resulting corrosion. Mild steels are most severely attacked by the
dilute acids at temperatures of about 28°C below the dewpoint,
for cast irons 50°C.
This is a very relevant problem in air heaters and economisers
of boiler plant and cylinder liners of I.C. engines.
Chemical reaction:
S03 + H 20-> H 2S04 (sulphuric) or S02 + H 20-> H 2S03 (sul-
phurous) then 2H2S04 + O2-> H 2S04
Certain catalysts are known to accelerate the formation of
sulphur trioxide, such as vanadium pentoxide which can be
present in the fuel, also metallic catalysts such as platinum.
Sulphurous acid is relatively harmless and unstable and in the
presence of free oxygen, which invariably exists in flue gases,
turns to the more harmful sulphuric acid.
Dilute acids attack the metal continuously but strong acids
cause an initial attack which is then stifled by a passive gas layer
or skin developed on the metal surface.
Calorific Value
Can be assessed from the approximate empirical formula:
hev=33.7C+144.4( H 2 - ~2) +9.32S

lev = hev - 2.465 (kg H 20).
Value varies from 32.5 MJ/kg for coal to 44.5 MJ/kg for fuel
oils, as discussed previously.
Air for Combustion

Atmospheric air is composed of nitrogen (N2) and oxygen (0 2)
in ratio 77% to 23% by mass, neglecting proportions of other
gases as small in comparison.
Nitrogen takes no part in the combustion process merely
representing a large but unavoidable heat loss as being inert it is
heated and passes up the uptakes to waste. The oxygen required
for combustion on a theoretical basis can be determined from
the combustion equations.
Theoretical oxygen x 100 Theoretical air .
23
FUEL TECHNOLOGY 69
In practice complete combustion can only be achieved by

supplying excess air. In a boiler plant about 300/0 excess air
(much less in modern practice) is the minimum normally
required, i.e. about 12 kg of air/kg of fuel. In the I.C. engine of
the compression ignition type, about 100% plus excess air is
normally required, i.e. about 40 kg of air/kg of fuel, as
complete and rapid combustion are essential. This becomes
apparent in that the CO 2 value (% by volume) should be about
18% theoretically whereas 12% and 7%, in the case of the boiler
plant and I.C. engine respectively, are typical values due to the
air dilution of the gases. All the combustion equations given are
based on perfect gases measured at the same temperature and
pressure. Standard temperature and pressure (stp) is usually
adopted as a basis in combustion work, i.e. 760 mm of mercury
(1.013 bar) and 15.5°C although normal temperature and
pressure (ntp) is sometimes used, i.e. 760 mm of mercury (1.013
bar) and o°c.
The terms stp and ntp are not rigid in definition and the
assumptions made should be clearly stated. % CO 2 should
always be quoted by volume, % CO 2 by mass is higher.
Combustion of Hydrocarbons
Consider as an example methane (CH4 )
CH4 + 202 --+ CO 2 + 2H20

16+(2x 16x2) --+ 44+(2x 18)
1+4 --+ 2i + 2t
Thus 1 kg of methane requires 4 kg of oxygen for complete
combustion and forms 2i kg of carbon dioxide and 2t kg of
water vapour.
Other hydrocarbons, for example, acetylene (C~2). hexane
(CJ{14), etc., are often considered in the combustion equations.
Methane is a gas released in bunker spaces, acetylene is a
burning-welding gas and hexane is close to motor spirit gasoline.
A series of common gases and their properties in combustion are
given in Table 2.3.
The hydrocarbons usually have flammability limits between
1% and 10% but for volatile gases the range is much wider.
All the figures given in Table 2.3 relate to atmospheric
pressure and temperature and are average values not to be
applied too rigidly.
Temperature increase tends to increase the range of
flammability, e.g. CH4 at 15.5°C in the range 6.3 to 12.9% and
at 405°C range 4.8 to '16010. Pressure increase is similar but more

marked with upper limit increasing and lower limit falling, up to
52 bar. Gas concentration and mixture will also have pro-
nounced effects. Values of spontaneous ignition temperature
being lower usually in oxygen and also being affected by
pressure, concentration, mixture, and temperature. In the case
of other fuels the spontaneous ignition temperatures in common
cases are:
cetane 236°C, diesel oil 246°C, gas oil 355°C, gasoline 399°C,
steam coal 469°C, coke 555°C (average), etc.
SPONTANEOUS IGNITION TEMPERATURE
GASES °C IN AIR °C IN OXYGEN

HYDROGEN 588 588
CARBON MONOXIDE 649 649
METHANE 700 577
BENZENE 742 731
ACETYLENE 422 416
CYLINDER OIL 420 -
KEROSENE 294 -
LIMITS OF FLAMMABILITY IN AIR
GASES lIlo VOL. % VOL.

LOWER UPPER
HYDROGEN 4.0 75.0
CARBON MONOXIDE 12.5 74.0
METHANE 5.0 15.0
,BENZENE 1.4 7.4
PETROL 1.4 6.0
COAL GAS 5.3 31.3
TABLE 2.3
Flame Temperature
This varies mainly with the fuel type, typical figures for
gaseous fuels would be: methane 1872°C, hydrogen 2037°C,
carbon monoxide 1957°C.
The values quoted are theoretical calculated values as the
actual values are very difficult to measure, variables such as gas
mixtures, radiation and dissociation, etc., are allowed for by the
use of charts, in every case these effects serve to reduce
temperature, Theoretical values are based on cold gas with
theoretical cold air supplied, excess air decreases the flame
temperature and air preheat together with rapid combustion
increases the value. Hydrogen would give 6297°C by itself with
FUEL TECHNOLOGY 71
theoretical oxygen, 2307°C with theoretical air and 1397°C with

100070 excess air. An average furnace gas temperature may be
taken as 12OO°C. Flame temperature, radiation, luminosity,
particle size, etc., are complex considerations still being subject
to much research.
Oil Fuel Additives

Fused slag products, which give corrosive attack, are formed
from the vanadium and sulphur content of the fuel oil. A
particular type of additive gives the following reactions:
For sulphur dioxide:
S03 + CaC03= CaS04 + CO 2.
For vanadium pentoxide:
V20 S + CaC03= Ca( V0 3)2 + CO 2.
There is an increase in CO 2 content due to more complete

combustion of the carbon. It is also usual to find an increase in
flue gas temperature indicating better furnace or cylinder
combustion.
Similar reactions to the above can be obtained using Barium
Carbonate (BaC03) in place of the Calcium Carbonate (CaC0 3)
above. The sulphate compounds formed have a higher ash
melting point and there is little risk of fused deposits. Removal
of Vanadium Pentoxide removes one of the catalysts that assist
the formation of sulphur trioxide.
Additives are usually added directly to the empty oil fuel
bunker tank before bunkering in quantity about 0.03070 of the
fuel (for 100 ppm of Vor Sr compounds). The additives are
usually claimed to give less carbon and soot deposits in furnaces
and less gum and general deposits in I.C. engines.
It is unwise to ballast oil fuel tanks with salt water as this
accelerates the deposit of V20 S , Na 2S04 and Fe2S04 as the salt
water compounds act as a flux as well as providing slag products
directly. For really elevated boiler conditions Calcium
Hydroxide or Zinc Oxide additives can be used:
V20 S+Ca(0H)2 Ca( V03)2+ H 20.

V20 S+ZnO Zn(V03)2.
Oxides of Barium, Calcium, Zinc, etc., have been used as fuel

additives for some years to try and combat sulphur acid attack
to air heaters.
ANALYSIS OF FLUE GASES
Various types of apparatus are available. The Orsat apparatus
~
is suitable for a detailed analysis, and three types of COz
recorder in fairly common use, are now described. It is suggested
that for examination purposes the student should be familiar
with the Orsat apparatus and anyone type of COz recorder. i'
The Orsat Apparatus ~

The enclosed volume of the apparatus is 100 mI. Pipette A
contains a solution of potassium hydroxide in distilled water
which absorbs carbon dioxide. Pipette B contains a solution of
potassium hydroxide and pyrogallic acid in distilled water which
absorbs oxygen. Pipette C contains a solution of cuprous
chloride in hydrochloric acid (or ammonia). Pipettes must be
used in sequence A, B then C. Aspirator bottle water is mixed
with sulphuric acid or made salty to stop absorption and methyl
orange or other acids or alkalis are commonly used as colouring
fluids (see Fig. 2.11).
atmosphere
r
: water
I Jacket
/
~
I
I
I
,
I
I asp irator
I bottle
C I B A
I
I
I
,"
I
I
I
I I
/'
displacement pipe t t e
"
pipette
ORSAT APPARATUS
Fig. 2.11
f,l
:'
By using the aspirator, i.e. raising and lowering to act as a
pump the sample is first drawn in, passed through each pipette
in turn, measured, and then discharged. The reduction in
FUEL TECHNOLOGY 73
volume at each stage, always taking readings with water levels in

eudiometer and aspirator coincident to ensure equal pressure, is
the percentage volume of that gas. Gaseou s S02 will be
registered in any hot gas analysis as CO 2 unless previously gas
washed out by, for example , a solution of manganese sulphate.
Typical results:
2.4 ml 12.6 ml 13 ml 13.1 ml
100-2.4 12.6- 2.4 13- 12.6

=97.6 ml gas = 10.2 ml CO2 =0.4 ml 02 0.1 ml CO
1020
O/OC02 = - - = 10.45
97.6
40
07002 97.6 = 0.41
10
%CO = 97.6 = 0.126
%N2 = 100 - 10.986 = 89.014.
Always a dry flue gas analysis (i .e. water vapour removed). This
is a volumetric analysis, which is the usual method. The hot
gases of exhaust containing water vapour and sulphur dioxide
are quickly cooled in transit to the apparatus. Water vapour
condenses and sulphur dioxide is very readily absorbed by the
water so that the Orsat apparatus measures CO 2 , CO , O2 and N 2
by difference quite correctly as no water vapour or S02 (to affect
the CO 2 reading) are present in the dry sample entering the
apparatus. If the gas sample were led directly to say a CO2
recorder by a fan so that the sample was hot then any gaseous
sulphur dioxide would register as carbon dioxide unless the
manganese sulphate chemical had been used to absorb the gas.
Chemical Absorption Type CO 2 Recorder

Referring to Fig. 2.12, the CO 2 in the sample diffuses through
a porous pot and is absorbed. This causes a reduction in volume
which creates a vacuum. The pressure difference can be read off
on the H 20 gauge calibrated directly as % CO 2 •
-
gas
and
a ir
aspirator
ncar flue
air
colck
water
porous
pot
absorbent
(caust ic potash l
-
gas
In
filter
(also 502
I '
mo isture
..:, -
gear pump
water-...'"/,,,/ A
absorber separator
it required)
CHEMICAL ABSORPTION TYPE CO 2 RECORDER

Fig. 2.12
Thermal Conductivity Type CO 2 Recorder

c c supply
.
:!
E
!?
..
C
"0
0.
u
a
temperature
compensating
COil
' z ero
ad justment
rheostat
THERMAL CONDUCTIVITY TYPE CO 2 RECORDER

Fig. 2.13
FUEL TECHNOLOGY 75

Approximate thermal conductivities are in proportion:
CO 2 = 1, H 20 = 1, CO=4, O2 = 2, N 2=2.
The sample enters via a filter and drier, water vapour must be
removed as same conductivity as CO 2 • The wire cell resistance is
proportional to heat dissipation , proportional to thermal
conductivity of gas in cell, proportional therefore to CO 2
content. Air is used in reference cell. Thus the only difference
between gas sample and air, from the thermal conductivity
viewpoint is CO 2 (as H 20 removed and O2 and N 2 same value).
This assumes no CO or H 2 , if these are present (normally onl y
very small proportions) they will be registered as CO 2 unless the
sample is first passed over a burner and these two gases burned
off before the reading .
Bridge electrical unbalance is dependent on CO 2 content and
the unbalance current is measured by the potentiometer.
Mechanical Type CO 2 Recorder
narro w
'/, C0 2 gap
aor
t
vant-
Impe l lor
»:
_ a ir trunk
---, mo t or
I \
I I
I I
i I gas
--~-=-=:i
ven t
7-
cross coon
cn eck
_ gas trunk
MECHANICAL TYPE CO 2 RECORDER

Fig. 2.14

Density of flue gas is proportional to CO 2 content. Couple
(torque) of impeller to vane is proportional to density of the
I
medium in the narrow gap. The torques if both in air would
balance. Therefore the CO 2 content increases the density, hence
torque, the torque unbalance which is directly proportional to
the CO 2 content is conveyed through the link mechanisms to the
recorder scale or pen. Gas and air are arranged to be at equal
total pressure, temperature and saturation. Stainless steel
components are used and bearings are of the ball race type with
spring loaded adjustments.
Clean Air Act

It is an offence to discharge smoke into the atmosphere,
however in marine practice allowance is made for soot blowing,
lighting up and breakdown. Emissions from a forced draught oil
fired boiler furnace or an oil engine must not be longer than 10
minutes with dark smoke in the aggregate in any period of 2
hours and not more than 4 minutes continuous dark smoke
except when soot blowing a water tube boiler.
The practical applications of smoke colour indications and
combustion equipment effects are discussed later in this chapter.
Smoke detectors are included in Chapter 8. There is an
increasing use of R numbers and gas analysis indicators.
Dissociation
Most combustion reactions are reversible. At high
temperatures the molecule bonds tend to disrupt and form
molecules of the original form absorbing heat in the process.
2H20+!- 2H1 + O 2
2C02 +!- 2CO + O2
There is an increase in volume which is resisted by high pressures

so as pressure rises dissociation reduces .
CO 2 I bar 0.1070 dissociation at 1760 K, 6% at 2260 K, 55% at

3250 K.
C02 102 bar 0.01 % dissociation at 1760K, 0.1 % at 2260 K, 17%
at 3250 K.
H 20 1 bar 0.04% dissociation at 1760 K, 2% at 2260 K, 28% at
3250 K.
H 20 102 bar 0.004% dissociation at 1760 K, 0.3% at 2260 K, 3%
at 3250 K
FUEL TECHNOLOGY 77
These figures only relate to the gas or vapour by itself. Gas

mixtures and rich oxygen contents tend to reduce dissociation
considerably.
Once the temperature falls the molecules reform (re-
combustion) and heat is again evolved. Thermal decomposition
is non reversible split up under heat, thermal dissociation is
reversible split up under heat.
In an I. C. engine dissociation causes reduction of maximum
combustion temperatures and heat re-appearance during
expansion occurs , which tends to raise the curve above the
adiabatic.
In a fire there is a danger that the use of superheated steam as
an extinguishing agent (say sootblowers on an air heater fire)
could in fact feed the fire and accelerate the growth. For
example the displacement which occurs about 707°C
goes to completion giving liberation of volatile hydrogen and

makes the combustion more rapid . Such fires are sometimes
called 'Rusting' fires. Although the total displacement reaction
is reversible the main factor is decomposition of steam vapour
and dissociation of steam vapour plays a relatively minor part,
however as dissociation is regarded chemically as reversible
decomposition then the process is often regarded by engineers as
dissociation.
The Boiler Combustion Heat Balance

A typical analysis of the heat utilisation in an oil fired boiler
would be as in Table 2.4.
ITEM 070 HEAT
IN FUEL (hev) 100
IN STEAM 80
IN EXCESS AIR 31-
IN DRY GASES 8
IN WET VAPOURS 3
IN UNBURNED GASES 1-
IN RADIAnON 5
100
TABLE 2.4
It can be seen that dry combustion gases, excess air and wet
vapours are losses. Minimum excess air and lowest practical flue
gas temperature (bearing in mind complete combustion and
corrosion in uptakes, etc.) reduce these losses together with close
attention to CO 2 content, i.e. to reduce unburned combustion
gas loss.
100
69 ----------------- 5 - - - 270
i'" -0
~
ia
~
2'" 50 a
u '"
'"
o ~
u, 10 o-! ..
><
~ .,e
28 51.
527
FG tempe rat ure - - .
Fig. 2.15
The % flue gas (F. G.) loss can be seen to increase with flue gas
temperature increase , increase with excess air increase and
increase with fall in gas CO 2 content (see Fig. 2.15).
The condition of the gases leaving the funnel is often the best
indication of combustion conditions. Black smoke due to
insufficient air (among other things), white smoke due to too
much air, blue smoke due to burning of lubr icating oils (in I. C.
engines), yellow smoke indicative of high sulphur bearing fuels,
etc.
However CO 2 content is often required to give the efficiency
of combustion for a particular plant. Each plant however will
have its own optimum figure and this may vary for boilers
between 10 and 140/0 depending on many variables.
FUEL TECHNOLOGY 79
COMBUSTION EQUIPMENT
Good combustion is essential for the efficient running of the

boiler, it gives the best possible heat release and the minimum
amount of deposits upon the heating surfaces. To ascertain if
the combustion is good, measure the 070 CO 2 content (and in
some installations the % O 2 content) and observe the appearance
of the gases.
If the % CO 2 content is correct (or the % O2 content low) and
the gases are in a non smoky condition then the combustion of
the fuel is correct. With correct O/OC02 content the % excess air
required for combustion will be low and this results in improved
boiler efficiency since less heat is taken from the burning fuel by
the small amount of excess air. If the excess air supply is
increased then the % CO 2 content of the gases will fall.
Condition of burners, oil condition, pressure and
temperature, condition of air registers, air supply pressure and
temperature are all factors which can influence combustion.
Burners. If these are dirty or the sprayer plates are damaged then
atomisation of the fuel will be affected. Types include pressure
jet, in various forms, rotary cup, steam jet and ultrasonic.
Oil. If the oil is dirty it can foul up the burners . (Filters are
provided in the oil supply lines to remove most of the dirt
particles but filters can get damaged . Ideally the mesh in the last
filter should be smaller than the holes in the burner sprayer
plate).
Water in the oil can affect combustion, it could lead to the
burners being extinguished and a dangerous situation arising. It
could also produce panting which can result in structural
defects .
If the oil temperature is too low oil does not readily atomise
since its viscosity will be high, this could cause flame
impingement, overheating, tube and refractory failure. If the oil
temperature is too high the burner tip becomes too hot and
excessive carbon deposits can then be formed on the tip causing
spray defects, these could again lead to flame impingement on
adjacent refractory and damage could also occur to the air
swirlers .
Oil pressure is also important since it affects atomisation and
lengths of spray jets.
Air registers. Good mixing of the fuel particles with the air is
essential, hence the condition of the air registers and their
swirling devices are important, if they are damaged mechanically
or by corrosion then the air flow will be affected. Pressure drops
over the venturi of 25 mm water gauge give air speeds of about
20 m/s. Modern swirler type stabiliser designs give more
efficient mixing with pressure drops up to 300 mm water gauge
and air speeds up to 70 m/s.
Air: The excess air supply is governed mainly by the air pressure
and if this is incorrect combustion will be incorrect.
nozzle
- - - - -1-1/+-E3-'~--c-
SWirling
chamber
O.F. BURNER (WALLSEND-HOWDEN)

Fig. 2.16
Fig. 2.16 shows a simple pressure jet burner arrangement for a

boiler (Wallsend-Howden). Preheated pressurised fuel is
supplied to the burner tip which produces a Gone of finely
divided fuel particles that mix with the air supplied around the
steel burner body into the furnace. A safety point of some
importance is the oil fuel valve arrangement. It is impossible to
remove the burner from the supporting tube unless the oil fuel is
shut off, this greatly reduces risk of oil spillage in the region of
the boiler front.
Fig. 2.17 shows the boiler front air register (top sketch) and
tip (middle sketch) for the Y-jet steam atomising oil burner
FUEL TECH NOLOGY 81
re f ra ct or y
control
1
hand les qu ar ls
\~
[brick s of
mo ldab le
ref ra ctory )
flame
stcbr hser
burn er
steam ot!
I ;; +=+1-..
burne r
support
tube
outer
barre I cap nut
o,,~~'~I:'
sham I
' - -. - ' - - ' . -
Inner
barreI
STEAM ATOMISING EQUIPMENT

Fig. 2.17
which is finding increased favour for use with water tube boilers,
for the following reasons:
1. Deposits are greatly reduced, hence soot blowing and water
washing of the gas sur faces need not be carried out as frequently
as before (18 months or more between cleaning is possible).
2. Atomisation and combustion are greatly improved, and
lower dew point gives reduced acid formation.
3. 010 CO 2 reading is increased (07002 reading has been lowered
to 1% or below) hence the boiler efficiency is greatly improved

(excess air lowered from 15070 to under 5%) .
4. Atomisation is excellent over a wide range of loads and the
turndown ratio is as high as 20: I (turn down ratio compares
maximum and minimum flow rates).
5. With improved combustion, and turndown ratio,
refractory problems are reduced.
The major disadvantage of this type of burner is that it uses
steam-which means water and fuel-but the steam
consumption in the latest type of steam atomiser is extremely
small, less than 1% of the oil consumption at peak loads.
Maximum oil pressureis 22 bar and steam is supplied at 12 bar,
a steam control valve may be fitted to reduce the steam pressure
at low loads.
The ultrasonic atomiscr (bottom sketch of Fig. 2.17) consists
of an annular steam nozzle, a resonator and nozzle with holes. It
gives high turn down ratio and low excess air. Ultrasonic energy
wave vibration, 5-10 kHz, produced by high speed steam or air
flow against the resonator edge ahead of the oil holes gives
atomisation with very minute oil droplets .
bu rner s
circu lat ing
valv e
' Circulat ing

li ne
BOILER a.F. SUPPLY SYSTEM

Fig . 2.18
Fig. 2.18 illustrates a simple boiler a .F. supply system.

FUEL TECHNOLOGY 83
+-
fuel
out
balance
beam
,/ vi
steam to
O.F heater
diaphragm
feed
back
bellows
1 f_d~'OC9'}
. - ' - - _ Inlet air
VISCOMETER AND DP CELL TRANSMITTER

Fig. 2.19
Viscosity Control
Consider the viscometer (Fig. 2.19). A gear pump is driven by
a constant speed electric motor through a reduction gear. A
small constant quantity of oil (fuel in this case) is passed through
the fine capillary tube. As the flow is arranged to be streamline
(laminar), as distinct from turbulent, the differential pressure
across the capillary tube is directly proportional to the viscosity
of the oil. This differential pressure in two tappings, shown +
and -, is led from the viscometer to a differential pressure
transmitter (D.P. cell).
Differential pressure from the viscometer is applied across the
diaphragm of the transmitter. Increased differential pressure,
caused by increased viscosity, causes the diaphragm and balance
beam to move to the left. The air inlet nozzle is closed in and air
pressure builds up in the feedback bellows due to a relay (not
shown on Fig. 2.19), supplying increased air pressure to the
feedback bellows. Equilibrium occurs when the feedback force
equals the originating force, under these conditions air escape is
minimal. The feedback bellows pressure is the control output
signal. Transmitter diaphragm chambers are filled with glycerine
or silicone as oil would clog the parts.
The output signal is fed to a controller (and recorder) to
control the steam flow to the oil fuel heater which will cause
viscosity adjustment. The actuator has a piston and valve
positioner. The controller has desired value setting and
incorporates a reset (integral) action. This detail has been
simplified on Fig. 2.19, lower sketch, so that the output pressure
increase from the feedback bellows (due to viscosity increase)
directly increases air pressure on a diaphragm valve to open up
steam to the oil heater, to reduce fuel viscosity.
It is generally not good control practice to control one
variable by means of another (this induces time delays and can
cause appreciable offset) but it is sometimes unavoidable.
Note.
The Viscotherm unit works on a similar principle but there is
no relay. The free end of the flapper is spring loaded, tending to
push the flapper on to the nozzles. Movement of the balance
beam left is arranged to close discharge and open supply
(pressure increases). Movement right closes supply and opens
discharge (pressure decreases). At equilibrium both nozzles are
almost closed which minimises air wastage.
GASEOUS FUELS
There has been a steady increase in the number of 'parcel'

tankers which carry a wide range of chemicals. Such vessels are
expected to comply with DTp recommendations before an IMO
'Certificate of Fitness for the Carriage of Dangerous Chemicals
in Bulk' is issued. Reactions with air, with water, between in-
compatible chemicals, and with self reactive chemicals can arise
and the United States Coast Guard publish 'Bulk Liquid
Chemicals; Guide to the Compatibility of Chemicals ' - see
Table 2.5. These vessels have special requirements relating to
construction, materials, pumping systems, tank coatings, safety,
etc. It is only proposed here to outline fuel technology aspects.
Chemicals Not on Chart.
I Inorgan ic Acids I
2 Or aan ic Acids x 2 T he fo llow ing chemica ls fo rm an un sa fe co mb ina tic n with
each reactivity group sho wn:
3 Ca ustics x x 3
Carbo n bisu lfide: I , 4, 19, 20, an d epich loro h ydrin ,
4 Amines & Alkan olamines x x 4
Diph enyl meth an e diisocyanate, pol ymeth yle ne
5 Hal azenated Co mpounds x x x 5 po lypheny l isocya n at e a nd to lyene di isocj a nate :
6 Alcoh ols G lvco ls & Glvcol Ethers x 6 I , 2, 3, 4, 5, 6, 7, 8, 13, 14, 15, 16, 7, 19,
20, 22, 23, 24, a nd carbon bisu lfide
7 Ald ehvdes X x x X x 7
Motor Fuel a nt ikn ock compound s:
8 Keton es x x x x 8 I , 4, 5, 6, 7, 15, 19, a nd 20.
9 Saturated H vdrocarbons 9 Nitr cpropane : I, 2, 3, 4, 19,
10 Aromati c H vd rocarbons x 10 a nd 24.
II Ole fins x x II ~
12 Pet roleum Oils tTl
12 r-
13 Esters x x x 13 tri
o
14 Mon om ers & Polvmeri zable Esters x x x x x x 14
X
x x x
~
15 Ph enols x 15
16 Alk vlene Oxi des x x x x x x x x 16
17 Cvanohvdrins x x x x x x x 17
0<
18 Nitrile s x x x x x 18
19 Am moni a x x x x x x x x x 19
20 Hal ogen s x x x x x x x x x x x x 20
21 Eth ers x x x 21
22 Ph osph o rus Elementa l x x x x 22
23 Sulohur Molt en x x x x x x 23 1
24 Acid A nvd rid es x x x x x x x x x x 1241
' Unsafe combi nat ions are ind icat ed by x . Obtain the gro up fo r the chem ical a nd the n read cha rt , first fro m left to right , then
down. COMPATIBILITY CH ART
TABLE 2.5. 00
V\
LNG (liquefied natural gas) is a cryogenic, clear, colourless

liquid with methane as its main constituent (abou t 87070 by
volume), ethane (about 9%), propane (about 3%) and traces of
butanes and pentanes. Boiling point is about - 162°C and
heating value of the gas is about 10 MJ/m3 • Heat flow through
insultation causes gradual evaporation which maintains pressure
above atmospheric and prevents ingress of air.
LPG (liquid petroleum gas) includes such as propane, butane

and ammonia. Boiling points are lower than for LNG.
Combustion Equipment
Vaporisation of the liquid (boil off about 0.2% per day) due
to heat entry can be utilised as boiler or engine fuel, re-liquefied
by suitable vapour pumps and compressors, or the adoption of
both is possible. Utilisation as a dual fuel requires sophisticated
instrumentation on the gas side and safety interlocks between
the two fuel systems. The supply gas can vary appreciably in
composition during the voyage and close monitoring of
composition, dryness, etc. are necessary with facility for
pressure variation, variable heat input etc. Complexities also
arise due to differing air requirements, flame speeds, etc. but
suitable plant is readily available and the gaseous fuel gives
rapid, efficient and clean combustion.
Explosive and Toxic Vapour Concentration

Vessels should be equipped with duplicate combination
instruments, one at least of which to be portable, and if
instruments for one detection function only are provided then
duplicates of each are necessary. Oxygen analysers, to indicate
alarm when oxygen content falls below 18% (by volume) in a
space, should also be provided.
Toxic Vapours
A number of chemicals have toxic limits well below their
combustible gas/air concentration ratio and it is unsafe to enter
spaces even if the gas concentration is below the Lower
Explosive Limit (LEL) . The Threshold Limit Value (TLV) gives
the concentration of a substance in air in ppm which must not be
exceeded if daily eight hour exposure over extended time periods
is intended. Typical TL V values are Anilene (5), Carbon
Tetrachloride (10), Benzene (25), Methanol (200) but the value
can be very low, under 0.02, for certain chemicals. Detection
FUEL TECHNOLOGY 87
apparatus utilises input via a bellows for a given volume, colour

reaction on selected chemicals is compared colourmetrically.
Explosive Vapours
With low flash point products the danger may exist that the
atmosphere lies between the LEL and the HEL therefore
creating the risk of explosion. Typical flash points are Pentane
-49°C, Hexane -23°C, Heptane -4°C (Aliphatic
hydrocarbons), Benzene - 11°C (Aromatic hydrocarbon),
Acetone -18°C (Ketone), Methanol WOC (Alcohol), Carbon
Disulphide - 30°C. Vapour pressure is that constant pressure
during isothermal isobaric evaporation (or condensation), when
liquid and vapour are in equilibrium (quality defined by dryness
fraction) . LEL and HEL are affected by variations in vapour
pressure (see also Chapter 8).
f ilter
gas sample inlet ~""""''''''''''~~''''''C'l
c combustion chamber
(alumin ium die cast ing)
GAS EXPLOSION DETECTOR METER

Fig. 2.20
Gas Explosion-Detector Meter (Fig. 2.20)

The instrument is first charged with fresh air from the
atmosphere using the rubber aspirator bulb (A). On-off switch
(S2) is closed together with check switch (Si) and the
compensatory filament (C) and detector filament (D) allowed to
reach steady state working temperature. The zero adjustment
rheostat (F) can now be adjusted so that galvanometer (G) reads
zero. Voltage is adjustable from battery (B) by the rheostat (E).
Switch S2 is now opened.
The instrument is now charged from the suspect gas space and
while operating the bulb, the switch S2 is again closed. If a
flammable or explosive gas is present it will cause the detector
filament to increase in temperature. This disturbs the bridge
balance and a current flows. Galvanometer (G) can be calibrated
so that the scale is marked to read '070 of Lower Limit of
Explosive Concentration of Gas'.
FUEL TECHNOLOGY 89
TEST EXAMPLES 2
Class 3
1. What is meant by the term calorific value and how does the
calorific value of fuel oil compare with that of coal?
2. Why is the flash point an important criteria with regard to
lubricating oil, state how it is determined, and give one
reason why the flash point of a lubricating oil sample from
an engine might be lower than expected.
3. When referring to fuel oil Cetane Number and Conradson
Number are often used. Explain these two terms.
4. Complete the following combustion equations:
(i) C + Oz ->
(ii) C + t O, ->
(iii) Hz + t Os ->
TEST EXAMPLES 2
Class 2
1. Sketch the apparatus used and describe the test to
determine the following properties of oil:
(a) viscosity,
(b) calorific value.
2. (i) Suggest, with reasons, which of the following data

is relevant and significant to the quality of fuel oil:
viscosity, conradson number,
pour point, total base number,
closed flash point, octane number,
open flash point, specific gravity.
(ii) Define the significance of lower and higher
calorific value in assessing the standard of liquid
fuel.
3. (a) Specify, with reasons, where test samples should

be drawn from a main lubricating oil system.
Describe shipboard tests to determine:

(b) water content,
(c) acidity,
(d) suspended solids.
4. (a) Describe, with sketches, an instrument for

indicating the carbon dioxide content of the gases
in the uptake.
(b) Explain the meaning and importance of the
readings obtained.
FUEL T ECHNOLOGY 91
TEST EXAMPLES 2
Class 1
1. With reference to fire or explosion explain the significance
of the following properties of a flammable gas:
(a) vapour pressure,
(b) explosive limits,
(c) flash point,
(d) density,
(e) fire point.
2. Define each of the following terms in relation to

lubricating oil:
(a) pour point,
(b) cracking point,
(c) flash point,
(d) auto-ignition point.
State, with reasons, when will each of these character-
istics be of primary importance.
3. Explain the effects of differences in chemical composition,

calorific value and viscosity of the fuel on engine
performance.
Describe how engine operation and maintenance may
need changing in order to burn heavy distillate instead of
light distillate fuel.
4. For a carbon dioxide recorder explain:

(a) the principle of operation,
(b) the action to be taken if the reading is
unacceptably low,
(c) the normal maintenance required,
(d) How the accuracy of the recorder is checked and
adjusted .
CHAPTER 3
BOILERS AND ANCILLARIES
SAFETY VALVES
At least two safety valves have to be fitted to anyone boiler.

They may both be in the same valve chest, which must be
separate from any other valve chest. The chest may be connected
to the boiler with only one connecting neck.
The safety valves must never be less than 38 mm in diameter
and the area of the valves can be calculated from the following
formula:
CxA xP::::9.81 xHxE (1)

Where H ::::Total heating surface in m-,
" E:::: Evaporative rate in kg of steam per m2 of heating
surface per hour.
p:::: Working pressure of safety valves in MN/m 2
" absolute.
" A :::: Aggregate area through the seating of the valves in
mm-.
C is a discharge coefficient whose value depends upon the type

of valve.
C:::: 4.8 for ordinary spring loaded safety valves.

C:::: 7.2 for high lift spring loaded safety valves.
C:::: 9.6 for improved high lift spring loaded safety valves.
C:::: 19.2 for full lift safety valves.
C:::: 30 for full bore relay operated safety valves.
If we consider a boiler operating under fixed conditions of

discharge rate (i.e. HxE), pressure P then, from (1):
BOILERS AND ANCILLARIES 93
A xC = 9.81 xHxE
p = a constant
a 1so
A
""'2 = 47rIJ2 approximate
. 1 Where D is the diameter of
y.
the seating of one valve, in mm.
:. 7rf x C= a constant
i.e. IJ2C = a constant.
Hence if C is increased, D must be reduced. But if D is

reduced the lift of the valve must be increased in order to avoid
any accumulation of pressure. This is accomplished by
improving the type of valve fitted to the boiler.
Typical valve lifts are as follows:

When C=4.8 lift=Dl24 approximately
" C= 7.2 and 9.6 " =Dz/12
"
" C= 19.2 and 30 " =D3/4
"
Where D, > D z > D 3 and Di. D z and D 3 are the diameters of the
seating of the valves in mm.
Improved High Lift Type

For low pressure water tube boilers and fire tube boilers of the
Scotch and other varieties, the safety valve generally employed is
Cockburns improved high lift type. The operative parts of this
valve are shown in Fig. 3.1.
This valve has generally superseded the ordinary and high lift
types of safety valve. The essential differences between these
three safety valves are as given in Table 3.1.
Ordinary High Lift Improved High Lift
Winged valve Winged valve Wingless valve

No waste steam piston Waste steam piston Waste steam piston
No floating ring Floating ring
TABLE 3.1
94 REED' S GENE RAL ENGINEERING KNOWLEDGl
Hexa gon head enab les

valv e to be turned on
it s seat
Loose fi tting key

(pa dlocked I
Compr ession scre w
Compr essio n ring
Neck bush
Eas ing
gea r Spr in g cover
~ Valv e spi nd le
~
~ sprlng
Bottom spring cover ~

ser ves as w aste
st eam piston
Loose r ing ser ves

as a cylinder f or --t7'M~I "'---::;:;@
waste steam piston
Dr a i n
Pm
Valve seat secured

by set screws
IMPROVED HIGH LIFT SAFETY VALVE

Fig. 3.1
Hence the impro vements to the high lift safety valve are (1)
Remo val of valve wings, this improves waste steam flow and
reduces risk of seizure (2) Floating ring or cylinder which
reduces risk of seizure,
The three spring loaded safety valves, ordinary, high lift and
improved high lift , all make use of a special shaped valve seat
and a lip on the valve which gives increased valve lift against the
increasing downward force of the spring. The action can be seen
in Fig. 3.2.
Waste steam pressure

acting on piston gives
L,p on valve increased va l ve
lift
I
Special shaped
seat deflects
steam towards
lip on valve and
increases valve
lift
Steam pressure keeps cylinder
in place while piston moves.
also by having a floating cylinder
seizure risk IS reduced
Fig. 3.2
For superheated steam the aggregate area through the seating

of the valves is increased, the formula is:
As = A(l + T s/555)
Where As = aggregate area through the seating of the valves in

mm- for superheated steam.
A = aggregate area through the seating of the valves in
mm' for saturated steam.
T, = degrees of superheat in "C.
"
As is obviously greater than A, the reason being that the
specific volume of the steam has increased with the increase of
temperature at constant pressure and more escape area is
required to avoid accumulation of pressure (specific volume is
volume per unit mass).
The area of the valve chest connecting neck to the boiler must
be at least equal in cross sectional area to one half of the
aggregate area A, determined from equation (1). The waste
steam pipe and steam passage from the valves must have a cross
sectional area of at least:
1.1 X A for Ordinary, High lift and Improved high lift safety
valves,
2 x A for Full lift safety valves,
3 xA for Full bore relay operated safety valves.
A drain pipe must be fitted to the lowest part of the valve

chest on the discharge side of the valves and this pipe should be
led clear of the boiler. The pipe must have no valve or cock fitted
throughout its length. This open drain is important and should
be regularly checked, for if it became choked, there is a
possibility of overloading the valves due to hydraulic head, or
damage resulting due to water hammer.
Materials
Materials used for the valves, valve seats, spindles,
compression screws and bushes must be non-corrodible metal,
since corrosion of any of these components could result in the
valve not operating correctly. Often the materials used are:
Bronze, stainless steel or monel metal, depending upon
conditions. The valve chest is normally made of cast steel.
Maintenance and Adjustment

The makers figures relating to lip clearances, seating widths
and wing clearances, etc., must be adhered to . All working parts
should be sound, in alignment and able to function correctly.
When overhauling safety valves, care must be taken to ensure
the parts are put back in their correct order. When dismantled,
the parts are hung by a cord and sounded by gently tapping with
a hammer. If they do not ring true, examine for faults. Check
drains and easing gear.
Adjustment or setting of safety valves of the direct spring
loaded type: With compression rings removed, screw down
compression screws, raise boiler pressure to the required blow
off pressure. Screw back compression screw until valve blows,
then screw down the compression screw carefully, tapping the
valve spindle downwards very lightly whilst doing so, until the
valve returns to its seat and remains closed.
When set, split compression rings have to be fitted, then
hoods, keys, padlocks and easing gear. Finally check and
operate easing gear to ensure it is in good working order.
For a multi-boilered installation, raise all the boiler pressures
to the required blow off pressure, make sure the boilers are
connected up, then proceed as described above, setting each
valve in turn.
Accumulation of Pressure Test

Classification societies require that when initially fitted to
boilers safety valves must be subjected to an accumulation of
pressure test to ensure the valves are of the correct discharge
capacity for the boiler. To conduct such a test, all feed inlets and
steam outlets to and from the boiler respectively, must be dosed,
and maximum firing rate arranged. Accumulation of pressure
must then not exceed 10 per cent of the working pressure.
Duration of test (water permitting) is not to exceed 15 minutes
for cylindrical boilers and 7 minutes for water tube boilers. In
the case of water tube boilers the test may be waived if damage
to superheaters or economisers could result from the test.
Full Lift Safety Valve

The full lift safety valve shown in Fig. 3.3 does not
incorporate a waste steam piston, instead the valve itself
operating inside the guide acts as a piston in a cylinder .
spong lore.
v alve spnd le
s.ill Iflainng
r Ing
FULL LIFT SAFETY VALVE

(for pressures up to 63 bar)
Fig. 3.3
Details of spring, compression nut, easing gear and valve

chest etc., have been omitted for convenience since they are
somewhat similar to that for the improved high lift valve.
The operation of the valve is as follows: When the valve has
lifted a small amount the escaping steam pressure can then act
upon the full area of the valve, this increases the lift until the
lower edge of the valve just enters the guide. At this point the
reaction pressure generated by the escaping steam with the guide
causes the valve to lift further until it is fully open. When the
valve is fully open the escape area is said to be equal to the area
of supply through the seating.
Full Bore Safety Valve

Fig. 3.4 is a diagrammatic arrangement of a full bore relay
operated safety valve suitable for water tube boilers whose
working pressure is in excess of 21 bar [2.1 MN /m 2] .
The operation of the valve is as follows: When the boiler
pressure reaches the desired blow off pressure the relay valve
lifts, blanking as it does so a series of ports leading to the
atmosphere (see Fig . 3.4a).
Steam is then admitted via the connecting pipe, into the
cylinder of the main valve, and since the area of .piston is about
twice that of the valve, the valve opens against boiler pressure.
When the boiler pressure falls, the relay valve closes,
uncovering as it does so the ports above it (see Fig. 3.4b). This
(bl
Ji
Waste steam
pipe \ val ve closed
• vent to
atmosphere
Spring loaded
~~~:::~:
Dra in
Boiler connexion
" /"
Connecting
pipe
J 'O'
•
\
vent closed
Boiler connex ion
FULL BORE RELAY OPERATED SAFETY VALVE

Fig. 3.4
communicates the cylinder of the main valve with the

atmosphere and the boiler pressure then causes the main valve to
close rapidly.
This type of valve is suita ble for high pressure boilers , since
the greater the boiler pressure the more rapid will the valve close,
and hence the greater the saving in steam.
The main valve spring assists closing of the valve and also
ensures that the valve will be closed when the boiler is cold.
If the valve is to be used for the saturated steam drum of a
water tube boiler the main valve and relay valve connexion are
sometimes made common to the drum. If howe ver the valve is to
be used for superheated steam then the relay valve connexion is
taken separately from the main valve connexion to the saturated
steam drum, this arrangement subjects the relay valve and main
valve piston and cylinder to lower temperature operation.
DIRECT WATER LEVEL INDICATORS
Consider Fig. 3.5
steam-=f boiler sh el l
studs screwed through pla te

and fItted WIth nut after
caulking
torged stee l or orooze
fl ange secured to stu ds
wat~ cock
ta.nless slI£rl or blOnZl b;IIl
GLASS WATER GAUGE

Fig. 3.5
This glass water gauge is fitted directly to the boiler shelI and
is suitable for boilers whose working pressure does not exceed
34.5 bar [3.45 MN/m1] .
A I
x x
st earn
cock
water
1",.1
drain
y y
E E
( a .) ( b) ( c) (d J
WATER LEVEL INDICATORS

Fig. 3.6
Fig.3.6a
Blowing Procedure
(1) Close steam and water cocks then open the drain. Nothing
should then blowout of the gauge if the steam and water
cocks are not leaking.
(2) Open and close water cock to check that the water cock
connexion to the boiler is clear.
(3) Open and close steam cock to check that the steam cock
connexion to the boiler is clear.
(4) Close the drain.
(5) Open the water cock. Water should then gradually rise up to
the top of the gauge glass,
(6) Open the steam cock and the water in the glass should fall to
the level of the water in the boiler.
If when (5) is reached the water cock is opened and water does
not flow up the gauge glass, the water level in the boiler is below
the water cock connexion to the boiler and it is unsafe to put
feed water into the boiler.
If when the water clock has been opened the water flows to the
top of the gauge glass and then when the steam cock is opened
the water flows down and out of the glass, the water level is
between the water cock connexion to the boiler and the bottom
of the gauge glass. In this case it is safe to put feed water into the
boiler.
If after (5) when the glass is full of water, the steam cock is
opened and the water in the glass does not descend in the glass,
the water level is above the steam cock connexion to the boiler
and there is a danger of priming the boiler if any additional feed
is put into it.
Fig.3.6b
This glass water gauge arrangement is similar to Fig. 3.6a
except that the gauge is connected to a large bore pipe fitted to
the boiler. The pipe has plugs fitted, two at the top and two at
the bottom, which can be removed during boiler cleaning in
order to clean out the pipe.
The blowing procedure for this fitting is the same as for 3.6a.
Fig. 3.6(;
These fittings 3.6c and 3.6d of the hollow and solid column
types respectively, are convenience fittings. They bring the water
gauge glass clear of other boiler fittings such as gas uptakes,
etc., so that the gauge glass can be easily seen by the boiler room
personnel. In addition, by shutting off the terminal cocks on the

boiler they should enable the water gauge steam and water cocks
to be overhauled whilst the boiler is steaming.
To determine whether the pipes and terminal cocks are clear a
blowing procedure sometimes referred to as cross blowing is
adopted. With reference to Fig. 3.6c: Cocks A, C and D open,
cocks Band E closed, this checks that A, pipe X and the column
are clear.
Then with cocks E, Band D open, cocks A and C closed,
checks that E and pipe Yare clear.
Next blow the water gauge glass as described for 3.6a with A
and E open.
Fig.3.6d
In this case there is no direct communication between the
pipes X and Y hence to check whether the pipes and cocks are
clear the blowing procedure employed for 3.6a should be used.
With reference to Figs 3.6c and d. If either of the steam cocks
A and B are choked then water will gradually fill the gauge glass
due to the steam above the water condensing.
If either of the water cocks are choked water will again fill the
glass due to the steam condensing in the upper connexions.
When a water gauge of the types 3.6c and d are blown through
and all connexions are clear and all cocks are in operative order
the water level in the glass will be the water level in boiler.
However, after a period of time (which depends upon conditions
e.g. ventilation arrangements, etc.) it will normally be found
that the water level in the glass will have fallen . This is due to (1)
The cooling of the water in the pipe Y, thereby increasing its
density. (2) The reduction of condensation of steam in the pipe
X, which is caused by an accumulation of air in the upper
connexions due to steam condensing .
Hence when blowing through a water gauge of either of the
types 3.6c and d check the water level in the glass before blowing
with the water level in the glass immediately after blowing, and
the difference in levels must then be taken into account whilst
operating the boiler.
When any gauge glass fitting is in operation the cock handles
should be vertical. If they were arranged horizontally and the
gauge is in operation, vibration effects may cause the cock
handle to gradually tend to take up a vertical position thereby
closing the cock in the case of steam and water cocks, and
opening in the case of the drain. (The steam and water cocks for
3.6d cannot be used as test cocks).
t;:;plJr-fi~~;;::::====J Set
screws from top to
bottom of back
R...~~-~T~~~d~uts ] plate
_ _--r Back plate

Plate glass
Mica strips Lights

and joints
Louvre plate
o
Water cock
I----~<;---
.t·4-orain
Plate glass / Studs and nuts
Set screws
Section
through gauge
Lights
Reflector
Mica strips
PLATE TYPE OF WATER GAUGE

Fig. 3.7
The relation of handle position to correct working position is

also important from another aspect, since if the handle became
over strained in relation to the plug body of the cock, the handle
may be in the correct working position but the cock may be
closed.
It is normal to fit extended controls for the cocks so that the
gauge can be blown through from a remote and safe position.
A protective glass arrangement should be provided which
partly surrounds the gauge glass to prevent injury to personnel
in the event of gauge glass breakage under steam. A steam
restrictor and water shut off ball valve (see Fig. 3.5) are
sometimes incorporated with the fitting to reduce the severity of
breakage.
Care must be taken when renewing a gauge glass to ensure
that it is of the correct length in relation to the fittings. If it was
too long, blockage of the steam connexion may occur due to
accumulation of deposits around the top of the glass. If the glass
is too short and is not fully inserted into the packing, the
packing may work its way over the open end of the gauge glass
causing a blockage.
Fig. 3.7 is a plate type of gauge glass suitable for high
pressures of up to 79 bar [7.9 MN 1m 2] . The toughened soda lime
glass plate is capable of withstanding severe mechanical stress
and temperature but it has to be protected from the solvent
action of the boiler water. This is achieved by interposing
between glass and steam joint, a mica strip so that the water does
not come into contact with the glass. Light is deflected up
through the louvre plate and is reflected downwards by the water
meniscus which then shows up as a bright spot.
Fig. 3.8 shows the Klinger reflex glass that can be fitted new
with its own glands and cocks or can be installed into existing
gauge cock fittings. Steel tubes, which have spanner flats, enable
the gauge to be fitted in place of a glass tube without having to
dismantle the cocks. In operation, the light is reflected from the
steam space and absorbed in the water space thus giving a bright
and dark strip respectively whose contrast can be clearly seen at
a distance. No protective glass is required but the reflex glass is
only suitable for pressures up to 20.6 bar since as the pressure
and temperature increases the solvent action of the water
increases.
Remote Water Level Indicators

There are various types of remote water level indicators. Their
Ex i st ing steam
/ ' space gland
Steel tube screwed with left hand thread.

will not unscrew when gland nut is tightened
I '
-"-.,,-,,--
Inc ident light
. Steam
T'~'L"
Reflex glass
I'
Incident light
mcint abC,
.- . .;-- .~-
Water
Sect ion A-A
Refle x glass prin ciple
KLINGER REFLEX GLASS

(for steam pressures up to 20.6 bar)
Fig. 3.8
purpose is to bring the water level reading to some convenient

position in the engine or boiler room where it can be distinctly
seen. These indicators when fitted are normally in addition to
the normal statutory requirements for water gauge fittings for
boilers.
Fig. 3.9 is a diagrammatic arrangement of the 'Igema' remote
water level indicator. The lower portion of the 'U' tube contains
a red coloured indicating fluid which does not mix with water
and has a density greater than that of water.
The equilibrium condition for the gauge is H = h + ex where e is
the density of the indicating fluid. H, h and x are variables.
If the water level in the boiler falls, h will be reduced, x will be
increased and H must therefore be increased. The level of the
water in the condenser reservoir being maintained by condensing
steam.
106 REED 'S GENERAL ENGIN EERING KNOWLEDGE
reservoir
Weir
.--
I --- ~r-----'---~
I
H h
I
I x
-~ Red coloured
in dica t or fluid
St rip lighti ng of density p
behind gauge
REMOTE WATER LEVEL INDICATOR

Fig. 3.9
If the water level in the boiler rises, h will be increased, x will

be reduced and H must therefore be reduced. Water will
therefore flow over the weir in the condenser reservoir in order
to maintain the level constant.
A strip light is fitted behind the gauge which increases the
brightness of the red indicating fluid, which enables the operator
to observe at a glance from a considerable distance whether the
gauge is full or empty.
Fig. 3.10 is another type of remote water level indicator. In
this case the operating fluid is the boiler water itself. The
operation of the gauge is as follows:
Condenser reservoir
\
Pressure difference Water level

across diaphrag m _ in boiler
'h' ~._I _ +
High level contacts
s~
Dia~hragm
Shutter linkage
arrangement
Fig. 3.10
If we consider a falling water level in the boiler, the pressure

difference across the diaphragm 'h' will increase, causing the
diaphragm to deflect downwards. This motion of the diaphragm
is transmitted by means of a linkage arrangement (see insert) to
the shutter which in turn moves down pivoting about its hinge,
causing an increase in the amount of red colour and a decrease in
the amount of blue colour seen at the glass gauge.
It will be clearly understood that if the water level now rises
then the red will be reduced and the blue increased.
Separating the blue and red colours, which are distinctive and
can clearly be seen from a considerable distance, is a loose fitting
black band which moves with the shutter, giving a distinct
separation of the two colours.
An adjustment screw and spring are provided to enable the
difference in diaphragm load to be adjusted. Hence correct
positioning of the shutter and band in relation to the reading of

a glass water gauge fitted direct to the boiler is possible.
High and low level alarms of the visual and audible types can
be easily incorporated with the instrument. Some form of make
and break electrical contacts are usually provided for this
purpose.
OTHER BOILER MOUNTINGS
Soot Blowers
Between periodic boiler cleaning the gas surfaces of the boiler
tubes should be kept as clean as practicable. To facilitate this,
soot blowers, steam or air operated, are often fitted. They
enable the tube surfaces to be cleaned of loose sooty deposits
rapidly without shut down of the boiler.
Fig. 3.11 shows a typical soot blower arrangement fitted to a
Scotch type boiler.
Combustion chamber Boiler back

back
\
I "'om por ts
.:
Handwheel controls
nozzle movement and
Steam
inlet steam admission
SOOT BLOWER
Fig. 3.11
With steam supplied to the blower and the steam supply line
thoroughly drained. Rotation of the blower hand wheel causes
the supply tube and nozzle to move towards the combustion
chamber. Nozzle and tube are rotated as they move inwards by
means of a scroll cut in the nut and a stationary pin A in the
body assembly that runs in the scroll. Ports in the tube
communicate the steam supply line with the nozzle.

The arrangement enables rotating, fine, high pressure jets of
steam to be discharged to the tube plate over a considerable
area.
When not in use, the retractable nozzle of the blower is well
within the housing tube and is therefore protected from
overheating, which could cause burning and distortion of the
nozzle.
Too frequent use of the blower should be avoided as this
could cause wastage of the tube plate. It is advisable to operate
the blower regularly even if the boiler tubes are clean (in this case
without steam supply to the blower) to ensure the blower unit is
free and in operable order.
Feed Check Valves

Feed check valves for main and auxiliary purposes are
normally of the double shut off variety. This is shown
diagrammatically in Fig. 3.12.
Boiler
Screw lift val ve
Non-return valve
Feed mlet
DIAGRAMMATIC ARRANGEMENT OF FEED CHECK

VALVES
Fig. 3.12
The double shut off arrangement does enable the non-return

feed check valve to be overhauled whilst the boiler is steaming,
since if the screw down valve is shut the non-return valve is then
isolated from the boiler. But overhaul of these valves is best
done when the boiler is opened up for examination.
The non-return valve is necessary, since if a feed line fractures
or a joint in the line blows, then the boiler contents will not be
discharged out of the feed line. Also, double shut off reduces
risk of leakage into the feed line whilst it is under repair and the
boiler is steaming.
BOILERS
Waste Heat Boilers

With Diesel machinery the amount of heat carried away by the
exhaust gases varies betwen 20 to 25 per cent of the total heat
energy supplied to the engine. Recovery of some of this heat loss
to the extent of 30 to 50 per cent is possible by means of an
exhaust gas boiler or water heater.
The amount of heat recovered from the exhaust gases depends
upon various factors, some of which are: Steam pressure,
temperature, evaporative rate required, exhaust gas inlet
temperature, mass flow of exhaust gas, condition of heat
exchange surfaces, etc.
Composite boilers are often used in conjunction with Diesel
machinery, since if the exhaust gas from the engine is low in
temperature due to slow running of the engine and reduced
power output, the pressure of the steam can be maintained by
means of an oil fired furnace. Steam supply can also be
maintained with this type of boiler when the engines are not in
operation.
It is not proposed to deal with all the various types and makes
of waste heat boilers in detail, since for DTp (E.K. General)
written examination requirements, only a brief outline of the
basic principles involved is generally required.
The Cochran boiler whose working pressure is normally of the
order of 7 bar (0.7 MN/m2) is available in various types and
arrangements, some of which are:
Single pass composite, i.e. one pass of the exhaust gases and
two uptakes, one for the oil fired system and one for exhaust
system. Double pass composite, i.e. two passes for the exhaust
gases and two uptakes, one for the oil fired system and one for
the exhaust system. Double pass exhaust gas, no oil fired
furnace and a single uptake. Double pass alternatively fired, i.e.
two passes from the furnace for either exhaust gases or oil fired
system with one common uptake.
The material used is good quality low carbon boiler steel
plate. The furnace is pressed out of a single plate and is
seamless.
Connecting the bottom of the furnace to the boiler shell
plating is a seamless 'Ogee' ring. This ring is pressed out of
thicker plating than the furnace, the greater thickness is
BOILERS AND ANCILLARIES III
necessary since circulation in its vicinity is not as good as

elsewhere in the boiler and deposits can accumulate between it
and the boiler shell plating.
Hand hole cleaning doors are provided around the
circumference of the boiler in the region of the 'Ogee' ring ,
The tube plates are supported by means of the tubes and by
Exhaust
gas
uptake
Sinu flo t u bes

t
-go, ,. ,,, -
Exhaust
t
1§§§§§§§1
'OGEE'
r ing
DIAGRAMMATIC ARRANGEMENT OF A SINGLE PASS

COMPOSITE COCHRAN BOILER
Fig. 3.13 '
gusset stays, the gusset stays supporting the flat top of the tube
plating.
Tubes fitted, are usually of special design (Sinuflo), being
smoothly sinuous in order to increase heat transfer by baffling
the gases. The wave formation of the tubes lies in a horizontal
plane when the tubes are fitted, thus ensures that no troughs are
available for the collection of dirt or moisture. This wave
formation does not in any way affect cleaning or fitting of the
tubes.
Fig. 3.14 shows the method of attachment of the furnaceand
'Ogee' ring for Cochran and Clarkson welded boilers, welded to
Class I Fusion Welding Regulations.
furnace
boiler shell tell tale holes (at least 3, IOmm diamell2rJ
A A
SI'NUFLO
plan
~
Y1
'WlRlYFLO
secllonAA
Fig. 3.14
'Tell tale' holes drilled at equal circumferential intervals in the

boiler shell enable leakage between the 'agee' ring and boiler
shell to be detected.
Also in Fig. 3.14 are shown different methods of tube
manufacture and arrangement. All, enabling gas path, gas
velocity and turbulence to be increased with better heat transfer,
more heat extracted and tubes maintained in a cleaner condition.
The Sinuflo tube is fitted to Cochran boilers, the Swirlyflo to
Spanner boilers and the plain tube with the twisted metal
retarder is common to a wide range of auxiliary and in some
cases main tank type boilers.
Cochran Boiler (Spheroid)
Access
Gas uptake
Gusset stays Water level
Rear doors
Tubes
Refractory
Sp her ica l
fur nace Bu rner
COCHRAN SPHEROID BOILER

Fig . 3.15
This auxiliary boiler has an all welded shell, a seamless

spherically shaped furnace and small bore tubes. The advantages
of this boiler compared to older designs are:
1. Increased steam output for the same size, mass and cost of
earlier designs.
2. Increased radiant heating surface.
3. Efficient and robust ('l/U800Jo).
4. Easy to maintain.
5. No furnace brickwork required-apart from burner quarls.
6. With small tubes, fitted with retarders, gas velocity and
turbulence are increased . This gives cleaner tubes and better heat
transfer.
The boiler can be supplied in various sizes ranging from:
diameter height heating surface pressure evaporative rate
1. 1.448m 3.734 m 26 m 2 17.2 bar 995 kg/h

2. 2.591 m 6.325 m 120.8 m 2 10.3 bar 4550 kg/h
Cochran Exhaust Gas Boiler

This consists of all welded tube and wrapper plates made of
good quality boiler steel. Tubes are made of electric resistance
welded mild steel and are swelled at one end and expanded into
tube plate. The boiler is provided with the usual mountings:
blow down, feed checks, gauge glass, safety valves, steam outlet
and feed control, etc. If it is to be run as a drowned unit (Fig.
3.16a) then the mountings would be modified to suit.
Scotch Boiler
A number of Scotch boilers are still in use today as main and
auxiliary units. Few, if any, are being manufactured.
Plain low carbon boiler steel of good quality having an
ultimate tensile strength between 430 to 540 MN/m2 is used for
the construction. All flanged plating must be heated after
flanging to 600°C and then allowed to cool slowly in order to
stress relieve, stays which have their ends upset must undergo a
similar process.
Furnaces are corrugated for strength, the arrangement also
gives increased heating surface area as compared. to a plain
furnace of similar dimensions. Various types of corrugation are
available, but the suspension bulb type is to be preferred since

for a given working pressure and furnace diameter the material
thickness can be less than for any other form of corrugation,
hence heat transfer will be improved.
Pla in or sinuf lo t ubes

expa nded int o tube plates
E xhaust gas
bo iler or
heate r
Tube plate
St eam _--.---------<rxt--1-:,.1
Heater
I
Boi le r I
I
I
I
I
_________I
Feed pumps
(a)
Fig. 3.16
I-
r
Main stays-3 rows
Water level
-- -- -- - --- ---- -- - ---- -- -- --- - - - - - - - - - - - -
Girders
Tubes
Smoke boxes ------_._----
._._ . . . . - . - . _ . -
4·85m diameter
I
Stays
suspensio) bulb /Nuts
corrugation 57 mm deep
/
~/li/liiPlili/i/JII/ili@,!I/INfil~ into
~ ~
Screwed
plates
(a)
One caulking pitch
edge Screwed
into plates
Jl: ends riveted
~ ~;, ~~~~ed
over
(b) Ic)
,.I1L.....
... .......,UI
Two caulking chamfered to II IT
edges prevent overheating
weldedJt-~J ~g.Ii1illIl.~ Screwed
rb
'Ii' and welded
~; Types of combustion
Welded ~:
x x chamber stays
SCOTCH BOILER
Fig. 3.17
Furnace front attachments for riveted or welded construction

could be any of those shown in Fig. 3.17. Fig. 3.17a is an
arrangement, which compared to Fig. 3.17b, simplifies furnace
renewal but has only one caulking edge. Fig. 3.17b, simplifies
furnace renewal but has only one caulking edge. Fig. 3.17b is
obviously a more water tight arrangement than (a) because of
the two caulking edges, but re-riveting of a furnace replacement
is more difficult in this case.
The furnaces must be so arranged and fitted as to ensure that
furnace renewal can be carried out with minimum possible
inconvenience. With this object in mind riveted furnaces have
their flange, which is connected to the combustion chamber tube
plate, so designed that by suitable manipulation the flange can
pass through the opening in the boiler front plating.
stay tube, scrtwtd into plate

f,tted with nut and expanded
stay tube wlth,n Nst, opanded

befon and after welding
margon stay tube, exp'lnded

before and aft~ welding
plain tube, expanded
SCOTCH BOILER TUBES

Fig. 3.18
Distance between
plates no more than
the diame ter ot stay
+ 3·2 mm to prevent
_
+1 E§t11-t1
- buck ling of top
washer
~~
Combustion
chamber
girders
weld~
35 mm diameter stays
pitched 190 to 215 mm
Combustion
chamber
1.1 mm d iameter margin stays,
I arger diameter gives support
to boiler back plating between
combust ion chambers
Boiler back
plating
SCOTCH BOILER
Fig. 3.19
All flat plating and nearly flat plating used in the construction
of the combustion chambers and boiler shell has to be given
adequate support. Tubes, stays and girders are fitted for this
purpose. (Figs. 3.18 and 3.19).
Boiler tubes, in addition to carrying the gases from
combustion chamber to boiler uptake, support the boiler front
tube plate and combustion chamber front plate.
Plain tubes are expanded into the tube plating, and when new
the tubes usually extend about 13 mm into the smoke box end
which facilitates driving back and re-expanding if the occasion
demands.
Stay tubes, within the tube nest are thicker, having the same
outside diameter as plain tubes for the boiler. Margin stay tubes
are thicker again with the same outside diameter as plain tubes
for the boiler.
Stays for combustion chamber back and side plating and for
boiler end plates are shown in Fig. 3.17c. The main stays are also
to be found at the bottom of the boiler between the furnaces
giving support to the boiler end plates, these main stays at top
and bottom of the boiler are pitched about 405 mm and are
about 66 mm diameter.
Combustion chamber girders which support the top of the
combustion chamber may be of the built up or welded types
both of which are shown in Fig. 3.19.
Boiler end plating may be arranged in three parts at either end
as shown in Fig. 3.17 or in two parts, the upper plate being
thicker than the lower. Either riveted or welded construction
being used.
The longitudinal seams of the shell plates are generally treble
riveted double strap butt joints of strong design. If the
longitudinal seams are welded, as in the case of all welded
Scotch boilers, certain classification society requirements have
to be fulfilled, these include radiographic examination,
annealing, tensile, bend and impact tests, micrographic and
macrographic examination. The end plating may be riveted or
welded to the shell plating.
Manholes cut into the shell and or end plating must be
compensated by means of a compensating ring, these being
riveted or welded in place.
Reference has been made throughout the foregoing brief
description of the Scotch boiler to riveted or welded
construction. There are riveted types of Scotch boiler in use
today, but this type has been superseded by the part and all
welded types.
SOME DEFECTS, CAUSES AND REPAIRS FOR

AUXILIARY BOILERS
Furnaces
Defects that could occur to a furnace are: deformation, wastage
and cracking.
Deformation
With cylindrical furnaces, this can be determined by sighting
along the furnace or by use of a lath swept around the furnace or
by furnace gaugings.
The causes of deformation are: scale, oil, sludge or poor
circulation, resulting in overheating of the furnace and
subsequent distortion.
Local deformations could be repaired by cutting through the
bulge, heating and pressing back the material into the original
shape, and then welding. By cutting through the bulge prior to
heating and pressing facilitates flow of metal during pressing.
Alternatively, the defective portion could be cut out completely
and a patch welded in its place.
If the furnace is badly distorted then the only repair possible
may be renewal.
A weakened furnace may be repaired temporarily by pressing
back the deformation and welding plate stiffeners
circumferentially around the furnace on the water side.
Wastage
The causes of wastage are corrosion and erosion. If it is great
in extent then renewal of the furnace may be the only solution.
Localised corrosion could be dealt with by cutting out the
defective portion of furnace and welding in a new piece of
material .
Cracks
Circumferentially around the lower part of the connecting
necks cracks may be found. These cracks are caused by
mechanical straining of the furnace and the defect is generally
referred to as grooving.
If the groove is shallow compared to plate thickness (depth
can be ascertained by drilling or by ultrasonic detection) it is
usual to cut out the groove and weld. However, if the grooving is
deep the material is cut right through and welded from both
sides.
Cracks, due to overheating, may be found where deformation

has occurred, these must be made good in the manner described
above.
Combustion Chamber
The defects which can occur to a combustion chamber are
similar to those that can occur to a furnace.
De/ormation
In addition to the causes of deformation listed for a furnace
must be added that of water shortage. The combustion chamber
top would be the first place to suffer overheating and subsequent
distortion due to water shortage.
Local deformations can be repaired by cutting out the
defective portion of plate, generally through the line of stays or
tubes, and welding in a new piece of plate . By cutting the plating
through the centre of stay or tube holes avoids a continuous
weld and reduces the risk of defects that could occur due to
contraction stresses.
Slight distortion of combustion chamber and smoke box
plating could occur due to the boiler being operated in a dirty
condition, this defect is common, and if there is no leakage past
the stays or tubes no repair would be necessary, but it would be
essential to keep the surfaces of the plating clean to prevent
further distortion.
Badly distorted combustion chamber plating is best renewed .
Another cause of combustion chamber plates bulging could be
corrosion of stays or tubes leading to a reduction in the support
for the plating. The remedy in this case would be renewal of
stays or tubes.
Wastage
Leakages past tubes, stays and through riveted seams could
cause wastage. If the wastage is not extensive then the defective
portion of plate can be built up by welding and the tubes or stays
renewed where required. If extensive, then the defective portion
of plating should be cut out and a new portion welded in, and
stays or tubes where required should be renewed.
Cracks
These can develop due to overheating and mechanical
straining.
Likely places are, the landing edges of combustion chamber
seams on the fire side due to doubling of plate thickness (riveted
122 REED'S GENERAL ENGINEERING KNOWLEDG E
only), and impairing of heat transfer, and around tubes and

stays due to straining of the boiler and or scale build up around
the necks of the tubes or stays.
If the cracks in the seams are not extensive and they are dry
they may be left. However, if they are extensive they should be
cut out , filled in by welding, and have their rivets renewed.
turnace combustion cham ber
/
/
repair for repair tor
shallow grooving dee p grooving
plate stif f ener welded to

furna ce gives support to
weakened furnace
Fig. 3.20
Radial grooving of the plating around stays and or tubes if not

extensive can be repaired by cutting out the crack and filling in
with welding. If the grooving is extensive the defective portion
of plate should be cut out and a new portion welded in its place .
Shell and End Plates

The principal defects to which the shell and end plating may
be subjected are wastage and cracking.
Wastage
This generally occurs at places of leakages, such as riveted
seams and boiler mountings.
Leakages at seams and between boiler mountings and shell in
the water region of the boiler lead to salt deposition due to water
flashing off to steam, leaving behind as it does so some of the
salts it contained. These deposits of salts must be thoroughly

cleaned away and the plating is then available for inspection for
wastage and cracking.
The cracking that could occur may be due to caustic
embrittlement, this is dealt with in Chapter 4.
Repairs for wastage may be built up by welding if the wastage
is not excessive, or renewal of the defective portion of plate if
the wastage tends to be excessive.
If seam leakage is slight and discovered early, and upon
examination the material is found to be sound then the only
repair necessary maybe re-caulking of the seam. Care must be
taken however, to ensure overcaulking does not take place as
this can lead to lifting of the plates, one from the other, and
deposits could accumulate between the plate s.
Cracking
In addition to the cracking that may occur due to caustic
embrittlement, grooving of flanged end plating may occur,
especially where the furnace front plating is flanged inwards to
take the furnace.
Repairs for grooving are of the nature previously described
for furnaces .
Repairs for cracks due to emhrittlement generally necessitate
renewal of the affected portion of plate. If caustic cracking of
the main seam of a boiler is extensive then the only repair may be
as drastic as boiler renewal.
BOILER TESTING ETC
Hydraulic Test
When repairs have been carried out to a boiler it is customary
to subject the boiler to a hydraulic test.
Before testing, the boiler must be prepared. All equipment
and foreign matter must be removed from the water space of the
boiler and the repairs should be carefully examined.
Any welded repair should be struck repeatedly with a hammer
to see if any faults develop, the sudden shock increases the
stresses that may be in the weld and faults may then show up in
the form of cracks.
The boiler safety valves have to be gagged and all boiler
mountings, apart from the feed check and air cock, closed. The
boiler can then be filled with clean fresh water and purged of air.
Using a hydraulic pump unit connected by a small bore pipe to
the boiler direct or to the feed line, pressure can be gradually
applied. The testing pressure is normally 1t times the working

pressure, applied for at least 30 minutes.
With the boiler under pressure it can now be examined for
leakages and faults. Weld repairs should again be given repeated
blows with a hammer to see if they are sound.
Blowing Down and Opening Up a Boiler

If repairs or an examination of the boiler have to be carried
out it will have to be emptied. It would always be better, if time
studs scrcwcd in
t hen rivctcd (Nllr
~
gland arranged w ith a
slot which ensures that
reference mark when ..alve handle rs
removed valve rs closed
SHIP SIDE BLOW DOWN VALVE

Fig. 3.21
is available, to allow the boiler to cool down in its own time after
shut down, then pump the water out. In this way the relatively
sudden shock cooling due to complete blow down would be
avoided.
If the boiler has to be blown down to the sea, allow as much
time as possible after shut down before commencing. The ships
side blow down cock must be opened first then the blown down
valve on the boiler can be gradually opened up. In this way the
operator has some measure of control over the situation, if for
example the external blow down pipe between boiler and ships
side was in a corroded condition, then if the operator opened up
the boiler blow down valve first, this could lead to rupturing of
the blow down pipe and a possible accident resulting whilst he is
engaged in opening up the ships side cock. Fig. 3.21 shows the
arrangement of a ships side blow down cock. When the handle is
removed the cock must be in the closed position, this is a safety
measure to ensure that the cock is not accidently left open.
Our senses tell us when the blow down process is coming to a
close, the noise level falls and the pressure will be observed to be
low. Care must be taken to ensure that no cold sea water gets
into the boiler, the boiler when empty of water would still
contain steam which could condense and cause a vacuum
condition, this in turn could assist the entry of cold sea water.
To help prevent sea water entry, the boiler blow down is usually
non-return (on some water tube boilers a double shut off is
provided) but even with a non-return valve it is strongly
advisable to start closing the boiler blow down valve when the
pressure is low enough, and when it is down to the desired value,
the valve must be closed down tightly and the ships side cock
closed.
At this stage allow as much time as possible for the boiler to
cool down and lose all its pressure, and when the pressure is
atmospheric open up the air cock and gauge glass drains to
ensure pressure inside boiler is atmospheric.
Either boiler door can be knocked in at this stage, top or
bottom, but not both, provided sufficient care is taken. If it is
the top door, secure a rope to the eyebolt normally provided and
make the other end of the rope fast. Slacken back but do not
remove the dog retaining nuts, take a relatively long plank of
wood stand well back and knock the door down. The door is
now open and the dogs can be completely removed, do not
immediately open up the bottom door since if the boiler is hot
this would lead to a current of relatively cool air passing through
the boiler and subsequent thermal shock.
It it is the bottom door, slacken back on the dog retaining nuts

by a very small amount, use a large plank of wood and break the
door joint from a safe distance so that if there is any hot water
remaining in the boiler no injury will occur to anyone , Again , do
not immediately open up the top door of the boiler.
PACKAGED AUXILIARY BOILER
Fig . 3.22 shows in a simplified diagrammatic form a coiled-

tube boiler of the Stone-Vapor type. It is compact, space saving ,
designed for u.m.s. operation, and is supplied ready for
connecting to the ships services.
A power supply, depicted here by a motor, is required for the
feed pump, fuel pump (if fitted), fan and controls.
steam
I
cod
s leam t
separator
I
--
automat .c
blow down
I
L ._ ._ ._ . _ . _ . _ _ . _ . _ . . I
PACKAGE COIL TYPE BOILER
Fig. 3.22
Feed water is force circulated through the generation coil

wherein about 90% is evaporated. The un-evaporated water
travelling at high velocity carries sludge and scale into the
separator, which can be blown out at intervals manually or auto-
matically. Steam at about 99070 dry is taken from the separator
for shipboard use.
The boiler is completely automatic in operation. If, for

example, the steam demand is increased, the pressure drop in the
separator is sensed and a signal, transmitted to the feed
controller, demands increased feed, which in turn increases air
and fuel supply.
With such a small water content explosion due to coil failure is
virtually impossible and a steam temperature limit control
protects the coil against abnormally high temperatures. In
addition the servo-fuel control protects the boiler in the event of
failure of water supply.
Performance of a typical unit could be:
Steam pressure 10 bar.

Evaporation 3000 kg/h
Thermal efficiency 80%
Full steam output in about 3 to 4 mins .
Note. Atomising air for the fuel may be required at a pressure of

about 5 bar.
REDUCING VALVE
Fig. 3.23 illustrates diagrammatically a reducing valve that

can be used for the reduction of steam or air pressure. As steam
passes through the valve no work is done since the reduction
process is one of throttling, hence the total heat before and after
pressure reduction is nearly the same. When air is passed
through the valve its pressure is reduced , but as no work is done
by the air, or on the air, its temperature will remain nearly
constant.
The reducing valve shown would have a body of cast steel or
iron. A valve, valve seat and spindle of steel or bronze. Choice
of materials depends upon operating conditions.
Fitted on the discharge side of the valve is a pressure gauge to
record the reduced pressure and a relief valve to prevent damage
to the low pressure side of the system in the event of the reducing
valve failing.
Since the valve must be in a state of equilibrium under the
action of the forces which act upon it we have:
Downward forces = Upward forces
PtxA = (P t-P2 ) x a + F
If Ph A and a are constant we have;
P2 varies directly as F
i.e. P 2(X F
128 REED'S GENERAL ENG1lllEERING KNOWLEDGE
Hence if the supply pressure is kept constant the discharge

pressure can be reduced or increased at will by rotating the
adjustment screw.
REDUCING VALVE
Fig. 3,23
EVAPORATORS
Fresh water production from sea water for domestic and

boiler feed purposes has become an essential requirement
aboard most vessels. The stowage space that would have been
used for fresh water can now be utilised for fuel or extra space
made available for cargo when a fresh water making plant is
utilised, for even the simplest plant can produce about 10 tonnes
of water for every tonne of fuel used.
Various types of evaporating plant are available but the
principal types used on board are the 'single effect plants' and
'double effect plants' .
Single effect means that evaporation takes place at one

pressure only. A single effect plant may have more than one
evaporator and in this case the evaporators are arranged in
parallel.
Double effect means that evaporation takes place at two
different pressures and the evaporators would be arranged in
series.
The essential requirement of any evaporating plant is that it
should produce fresh water as economically as possible and a
measure of a plant's economy is its performance ratio .
Performance ratio is the kg of vapour produced per kg of steam
supplied. For single effect plants this may be as high as 1.1, for
double effect 1.9, and for two stage flash 1.5.
Although performance ratio is a good yardstick with which to
compare various plants it does not give a complete picture, as
the steam which is supplied to the evaporator may be either 'live'
or 'waste ' , i.e., it mayor may not have performed some useful
work before arrival at the evaporator. In addition, the boiler
which produces the steam may be employing heat which it is
obtaining from the exhaust gases of a diesel engine thus
providing an extra economy. Also it would be difficult to affix
some form of performance ratio to evaporators using the waste
heat in diesel engine cooling water .
The performance of any evaporating plant is adversely
affected by scale formation and frequency of blowing down. If
scale formation is rapid, heat transfer is reduced and the
performance ratio falls. The evaporator would then be blown
down and the heating element or coils subjected to cold shocking
in order to facilitate scale removal. Every blow down means heat
loss of evaporator contents, hence the more infrequent these
interruptions the higher will be the overall economy of the plant.
If scale could be completely eliminated approximately 20 per
cent more water could be produced, water treatment is available
for evaporators but naturally its cost must be added to the cost
of water production. Three scales which are principally found in
evaporators are:
Calcium carbonate (CaC03)

Magnesium hydroxide (Mg(OHh)
Calcium sulphate (CaS04)
Calcium carbonate and magnesium hydroxide scale formation

depends principally upon the temperature of operation. Calcium
sulphate scale formation is principally dependent upon the
density of the evaporator contents. The reactions which take

place when sea water is heated are:
Ca(HC03h Ca+2HC03
then 2HC03 C03 + H 20 + CO 2
If heated up to approximately 80 aC:

C03 + Ca = CaC0 3
If heated above 80°C:

C03+H20 HC03+OH
then Mg+20H Mg(OHh
Hence if the sea water in the evaporator is heated to a

temperature below 80°C calcium carbonate scale predominates.
If it is heated above 80°C magnesium hydroxide scale is
deposited.
If the density of the evaporator contents is in excess of 96,000
p.p.m. (3/32) calcium sulphate scale can be formed but
evaporator density is normally 80,000 p.p.m, (2t132) and less,
hence scale formation due to calcium sulphate should be no
problem.
METHODS OF CONTROLLING AND MINIMISING

SCALE (EVAPORATORS)
1. Use low Pressure Evaporation Plant i.e. operating at a

temperature below 80 aC so that calcium carbonate scale
predominates-that is a soft scale which is easily removed and
not such a poor conductor of heat as other scales.
2. Use Magnetic Treatment: a unit consisting of permanent
magnets, preceded by a filter, is installed in the evaporator feed
line. The water passes through a strong magnetic field which
alters the charge on the salts so that amalgamation of the salt
crystals, formed during precipitation in the evaporator, is
prevented and the salt then goes out with the brine.
3. Use flexing elements: a heating element made of thin gauge
monel metal built like a concertina may be used. The advantage
of such an element is that when pressure, and hence
temperature, vary slightly the element flexes considerably
thereby cracking off scale effectively and permitting longer
running periods of the evaporator between shut downs.
However, when such an element is used care must be taken to

ensure it is not subjected to high pressures otherwise failure can
occur.
A safeguard consisting of an air operated trip valve in the
steam line, controlled by a solenoid pilot valve actuated by a
differential pressure gauge, which registers pressure differential
across the element (maximum 0.9 bar pressure difference), may
be fitted.
4. Use Continuous Chemical Treatment:
(a) Organic polyelectrolyte combined with anti-foam.
This minimises scale formation and foaming, it can be used in
evaporators producing water for drinking purposes (DTp). It
would be continuously fed into the feed line by a metering pump
(to ensure overdosing does not take place) at one to eight p.p.m.
of evaporator feed, the rate depends upon evaporator density
and output.
The compound is alkaline and should be treated in the same
way as caustic soda, it should not be taken internally.
(b) Polyphosphate compounds with anti-foam.
These prevent the formation of calcium carbonate scale and
minimise possibility of foaming. The compound is a non toxic,
non acidic, relatively cheap and safe to handle powder. The DTp
allow it to be used in evaporators producing water for drinking
purposes if the dosage rate is two to four p.p.m. of evaporator
feed.
It is suitable only for low pressure plants, at temperatures
around lOooe it forms a sticky grey sludge. It should only be
used at temperatures below 90 o e.
(c) Ferric Chloride (FeC!), is a stable, non explosive
hygroscopic, non toxic, and when dry non acidic chemical
compound supplied in sealed drums. When it is mixed with
water it becomes acidic, for this reason protective clothing
should be worn by personnel handling the chemical.
It completely prevents the formation of calcium carbonate
and magnesium hydroxide scales when used correctly. The
concentrated solution is injected into the evaporator feed system
through plastic injection equipment. This is necessary since the
concentrate is intensively corrosive, when it is in the system it is
very dilute and quite safe.
Note. High vacuum plant operating at a boiling plant of about
45°e, using diesel engine cooling water as the heating medium,
has relatively low tube surface temperature and may not require
any feed treatment. Steam heated plant, due to higher tube
surface temperature, usually does require water treatment.
vapour to condenser
safety , pressure gauge

va tvcz-'"
reducing orifice
heating co-Is
5team_lXHo~
\ \
----- --------, ...gauge glass
,
I
I
___ ________ _
I
J.
drain feed blow down to bilge

overboard
DIAGRAMMATIC ARRANGEMENT OF A SIMPLE

VERTICAL EVAPORATOR
Fig. 3.24
Cleaning
Heat exchange surfaces are usually cleaned by circulating a
100/0 hydrochloric acid solution. A pump is connected to the
feed inlet to the evaporator and solution return is by gravity via
the brine discharge into an open acid tank from which the pump
draws the solution.
The single effect vertical evaporator shown in Fig. 3.24 is still
in common use. It operates with a vapour pressure between 1.34
to 1.48 bar and steam for the heating coils is supplied direct
from the boiler. The initial cost for such an evaporator is
relatively low, it is also compact and thereby space saving. The
shell and dome of the evaporator is made of good quality close
grained cast iron and the heating coils are made of solid drawn
copper. Mountings provided are: vapour outlet valve, steam
inlet, coil drain valve, feed check valve, blow down valve, brine
ejector, safety valve, gauge glass with fittings, salinometer cock
and a compound pressure gauge. In the diagram, a reducing
orifice fitting is shown on the steam inlet. Its purpose is to
reduce the pressure of steam entering an evaporator shell in the
event of failure of a heating coil.
Statutory requirements:
(1) If the main body is a single casting it may have a working

pressure not exceeding 2 bar.
(2) Cast iron should not be used above 3 bar working pressure.
(3) Cast iron, bronze or gunmetal are acceptable if the

temperature does not exceed 220°C.
(4) Stress on studs for covers should not exceed 62 MN /m 2 if

the studs are 22 mm diameter or over.
(5) Studs should be at least 22 mm diameter for covers which

are to be frequently removed.
(6) Where a reducing orifice is necessary it should be of non-

corrodible metal and should be parallel for a length of at
least 6.3 mm.
(7) An accumulation of pressure test should be conducted and

the accumulation of pressure should not exceed 10 per cent
of the working pressure.
LOW PRESSURE EVAPORATING AND DISTILLING

PLANTS
This type of single effect plant is designed to give better

economy than the older single effect vertical evaporator shown
in Fig. 3.24.
Low pressure (i .e. operating under vacuum conditions)
evaporation plant are widely used because of:
1. Control over type of scale formed, i.e. mainly calcium

carbonate which is soft and easy to remove.
2. Heating medium supplied can be at a relatively low
temperature e.g, diesel cooling water or waste steam.
3. Improved heat transfer across the heating element. This is
due to higher temperature differences for lower pressures than
higher pressures.
Materials For Low Pressure Plant

The shell is usually fabricated steel (or non-ferrous metal like
the more expensive cupro-nickels) which has been shot blasted
then coated with some form of protective. One type of coating is
.sheet rubber which is rolled and bonded to the plate then
hardened afterwards by heat treatment. The important points
about protective coatings are:
(1) They must be inert and prevent corrosion.
(2) They must resist the effects of acid cleaning and water
treatment chemicals.
(3) They must have a good bond with the metal.
Heat exchangers use aluminium brass in tube or plate form

and with the type 01 fresh water generator shown in Fig. 3.25 the
condenser plates are usually made of titanium, an expensive and
virtually corrosion/erosion resistant material.
A knitted monel metal wire demister which scrubs the vapour
of sea water droplets is a standard internal fitting.
Heat from diesel engine cooling water is used to evaporate a
small fraction of the sea water feed in the plate type evaporator.
Unevaporated water is discharged as brine and that which is
evaporated passes through the demister to the plate type vapour
condenser, where, after condensation it is discharged to the
fresh water storage tank by the fresh water pump.
In the event of the salinity of the fresh water density exceeding
a pre-determined value (maximum usually four p.p.m.) the
solenoid ' controlled dump valve diverts the flow to the bilge,
preventing contamination of the made water. Excess salinity
could be caused by sea water leakage at the condenser or the
evaporator priming, the former is the most likely.
Feed supply rate to the evaporator is fixed by the orifice plate
and sufficient water goes to the ejectors to ensure a high vacuum
condition in the shell at all times and that all brine is easily dealt
with.
This type of relatively simple, compact, space saving unit is
easily accessible for cleaning. Capacity can be altered by altering
the number of plates in the heat exchangers and adjusting the
orifice size. It can be easily arranged for u.m.s. remote
operation if required.
vapourcondenser , r: r:
sea water
t - - - - - - F" =-- r-=-=--=:...=..::..:----"

I I
, ; C-f--,-",
__ ~--_ -..L _. --:~_'I_
JC water: I I' I' i:
_.
:
~._.~._. _~_.I_1
I ~ j: j:
, I
I
I
I
I- - - -
overboard
~I,nomrtrr r----U:::::::.J-''-------<-
~ QI ~le
I
I
I
"
pump
..!o
to fresh water
tank
btlgr
sea water
pump
_ _ seawater
_ . _ jackel water
--aIr
-- - --vapour and dlstliiale
FRESH WATER GENERATOR (ALFA-LAVAL)

Fig. 3.25
TWO STAGE FLASH EVAPORATOR

A double effect flash evaporation plant is shown in Fig. 3.26.
It consists of two identical shells made of fabricated mild steel
with protective internal coating, demister screens of knitted
monel metal wire and vapour condensers made up of aluminium
brass U tubes expanded into rolled naval brass tube plates.
Sea water is pumped through the control valve A to the
second, then the first stage, vapour condensers wherein it
increases in temperature before final heating to 80 aC in the
steam supplied heat exchanger.
~ steam supply ejector

I
,.------'!!E'------,----0I--1 t::-.-_+:overboard
B
derY1lster.J·ES~.
8O"C
flash chamber
brine
'6jLo sal,nJly
detector
I
I
L '
pump .....J.
TWO STAGE FLASH EVAPORAnON PLANT

Fig. 3.26
The pressurised, heated sea water flows through an orifice

into the first flash chamber whose low pressure corresponds to a
saturation temperature less than that of the incoming heated sea
water. Hence some of the water must be evaporated, in order
that its temperature can fall to around that which corresponds to
the pressure in the chamber.
Unevaporated water flows through an orifice-which
maintains pressure difference-into the second chamber where
more water is evaporated since the pressure is lower than in the
first chamber.
A brine pump extracts low density unevaporated water and
discharges the bulk overboard. Some however may return to the
suction side of the supply pump through the auto-valve B to
maintain the feed inlet temperature at about 30°C irrespective of
how low the sea water temperature may be.
The vapour and non-condensible gases in each of the
chambers pass through the demisters then over and down
through the vapour condensers. Distillate flows from the first
stage to the second through an orifice then it is extracted by the
distillate pump and delivered to the storage tank. A salinity
detector controls the distillate pump, if the density is too high
the pump stops and the distillate passes over the double loop seal
to the brine pump suction to be discharged overboard.
Non-condensible gases are extracted by the ejector which
maintains the high vacuum condition in the chambers.
For complete automatic operation in u.m .s. vessels,
1. The steam inlet valve C would be thermostatically controlled

to maintain sea water feed temperature into the first chamber at
SO°C.
2. Valve A, in addition to being controlled thermostatically
would also be controlled by two high level float switches in the
first chamber.
3. The valve B and the distillate pump would be controlled as
outlined above.
Output from such an evaporator could be from 13 to 250
tonnes/day depending upon the size.
Drinking water
Drinking water made from sea water in the foregoing
distillation plants will be safe to drink:
1. If it is boiled at temperatures above 75°C- most of the low
pressure plants operate at temperatures ranging from 40°C to
60°C.
2. Additives to diesel engine cooling water are not harmful.
Those not allowed for health reasons are the chromates.
However, sodium nitrite-even though it is considered
dangerous to health-is used in some plant.
3. Inhibitors which are sometimes added to sea water systems to
prevent fouling by the growth of marine organisms must not be
used if the sea water is used in part for supplying the evaporator.
4. The evaporator is not used within the limits from the
coastline to about 20 to 50 miles from it.
TEST EXAMPLES 3
Class 3
I. With the aid of a simple sketch, explain how a watergauge
fitted directly to a boiler is tested for accuracy when the
boiler is steaming .
2. Describe the start up sequence of an automatic auxiliary

boiler.
3. Describe how fire tubes are attached to the tube plate of a

fire tube boiler.
TEST EXAMPLES 3
Class 2
1. Describe the essential steps in the structural examination of
an auxiliary boiler. State with reasons where wastage is
likely to be found. Explain why it is equally important to
examine the fire side as the water side.
2. With reference to auxiliary boiler safety valves state:

(a) with reasons what clearances need checking when
lapping in valves and seats.
b) why the drain must be kept clear.
c) how setting is done under steam.
d) why opening gear should be kept in good working
order at all times.
3. Sketch and describe a sea water evaporation plant using

engine coolant as the heating medium. State how the
distillate is rendered fit for drinking.
4. Describe how to 'blow down' and 'open up' an auxiliary

boiler for inspection. Identify with reasons those parts
which normally require especially close examination
during internal inspection.
5. Sketch and fully describe the operation and construction

of a remote boiler water level indicator. To what defects is
the instrument liable to and how you would remedy these
defects?
TEST EXAMPLES 3
Class 1
1. Assess the value of regular systematic inspection of
auxiliary boilers and ancillary equipment. With particular
reference to a vertical, smoke tube, hemispherical furnace
boiler, identify three common faults on the water side and
two common faults on the fire side. Describe the remedial
action in each case to retard development.
2. With reference to main safety valves for handling steam at

60 bar, 500°C explain :
a) why precise, rapid and ample valve movement is
essential during opening and closing.
b) how the characteristics in (a) are achieved in
practice.
3. Discuss the merits of fitting a low pressure exhaust gas
boiler into the uptakes of a Diesel engined installation.
Sketch a boiler suitable for this purpose.
4. What are the essential differences between an ordinary
single spring loaded safety valve and an improved high lift
safety valve? How would you set the safety valves for a
multi-boilered installation? What is meant bY'
accumulation of pressure and how would you conduct a
test to determine if the safety valves are of correct
capacity?
5. Sketch and describe two types of remote boiler water level
indicator. To what defects are the indicators of your choice
liable and how would you remedy these defects?
CHAPTER 4
CORROSION, WATER TREATMENT AND

TESTS
CORROSION
The corrosion of metals may be considered as the material

returning to its original form of a metal oxide. Some metals
corrode more rapidly than others in the same environment. Iron
ore for example is an oxide of iron that is converted into the
steels and irons used in engineering. If conditions are correct for
corrosion; moisture, acids, salts, etc., the tendency is for the
material to revert to oxide of iron by combination with oxygen.
(An oxide is an element combined with oxygen, hence oxygen
must be present for the transformation). Some metals, provide
by reaction with the atmosphere, an oxide film upon their
surface which is by nature passive, and this can prevent any
further corrosion. If this film is broken or destroyed it can in the
case of certain metals be very rapidly replaced. Chromium,
which is used in stainless steels, can form a microscopic film of
chromium oxide upon the surface of the steel which prevents
further corrosion. Aluminium, which corrodes very rapidly, is
quickly rendered non-corrosive owing to the passive oxide film
which forms .
Corrosion is a complex subject not fully understood and
research into its mechanisms will continue into the foreseeable
future. Various theories have been put forward over the years,
some have been adopted only to be discarded as further progress
has been made. Formation of galvanic cells is probably the main
cause of corrosion and these can be formed in near pure boiler
water, sea water or other electrolyte. The galvanic elements
could be provided by dissimilar metals or mill-scale, scale, oxide .
film on the surface of a metal. Or differences in surface
structure, inclusion, composition of the metal, or salts, bacteria,
oil degradation products in the electrolyte coming into contact

with the metal surface.
CORROSION OF METALS IN SEA WATER
Sea water is circulated, heated and stored within a vessel. It is

a strongly corrosive medium because it is a good electrolyte .
With dissimilar metals in sea water, galvanic action results
and the more anodic metal corrodes. Table 4.1 is an extract from
the galvanic series of materials in sea water, any material in the
table is anodic to those above it.
Titanium Noble end of table.

Graphite
Monel metal
Stainless steel (with oxide film)
Inconel
Nickel
170/30 Cupro-Nickel
Gunmetal
Aluminium bronze
Copper
Admiralty brass
Manganese steel (without oxide film)
Cast iron
Mild steel
Zinc
Aluminium
Mangnesium Base end of table.
TABLE 4.1
Hence, steel is anodic to bronze in sea water, therefore, it will

corrode-we may say that the steel has given 'cathodic
protection' to the bronze.
Sacrificial anodes are sometimes used deliberately to give
cathodic protection to more expensive material, e.g., iron
anodes give protection to brass tubes and plates in condensers,
magnesium anodes give protection to steel plates in tanks.
Practical points and methods of minimising galvanic effect.
I. Choose materials close to each other in the series.
CORROSION , WATER TREATMENT AND TESTS 143
2. Make the key component of a more noble metal, i.e., the

metal to be protected.
3. Provide a large area of the less noble metal, although its
corrosion is increased, it is spread over a larger area.
4. Do not use graphite grease in the presence of sea water,
severe corrosion of the bronzes and steels in contact with it may
result.
Graphitisation of Cast Iron

Cast iron contains up to 3.50/0 carbon, which is mainly in the
form of graphite flakes (or spheroids) embedded in a metal
matrix. In sea water the metal matrix corrodes-graphite being
the more noble material-and the graphite is exposed. This
graphitisation of cast iron may stimulate corro sion of metals one
would expect cast iron to protect, e.g., bronzes and brasses etc.
since the graphite is higher in the series.
Velocity of Sea Water

If the velocity of the sea water relative to the material
increases the corrosion rate increases-probably up to some
limiting value. The reason for this is twofold: (I) increased
supply of oxygen; (2) erosion of protective oxide films formed
by corrosion.
Stress Corrosion
A metal consists of crystals, or grains, whose atomic
arrangement is regular together with amorphous (structureless)
metal surrounding them . Corrosion of the weaker amorphous
metal, due to galvanic action, in sea water can take place. If
stresses are 'locked up' within the metal they can be partl y
relieved by the corrosion, this can expose more amorphous
metal to corrosive attack and the process progresses until
possible failure.
Stress corrosion is most commonly found in brasses, but it has
occurred in aluminium alloys and stainless steels. Caustic
embrittlement-to be discussed later-is another form of stress
corrosion.
De-zincification
Brass is an alloy of copper and zinc, in sea water the zinc is
anodic to the copper and it corrodes leaving a porous spongy
mass of copper, hence de-zincification. This should not occur to
brasses in which arsenic has been added and whose zinc content
is less than 37lrJo .
A similar attack can occur to aluminium bronzes called de-

aluminification, 4070 to 5% nickel added to the bronze can avoid
this problem but trouble may still take place at welds.
OTHER CORROSION TOPICS
Fretting Corrosion
Can occur where two surfaces in contact with each other
undergo slight oscillatory motion, of a microscopic nature,
relative to one another. Components to which this may occur are
those which have been shrunk, hydraulically pressed or
mechanically tightened one to the other.
The small relative motion causes removal of metal and metal
oxide films. The removed metal may combine with oxygen to
form a metal oxide powder that will, in the case of ferrous
metal , be harder than the metal itself thus increasing the wear.
Removed metal oxide film would be repeatedly replaced
increasing the damage. Factors affecting the damage caused by
fretting corrosion:
I. Damage increases with amplitude and frequency of
movement.
2. Damage increases with load carried by the surfaces.
3. Damage is reduced if oxygen level is low and moisture is
present.
4. Hardness of the metal affects the attack, with ferrous
metals the damage decreases as the hardness of the metal
increases.
Pitting Corrosion
Corrosion may be over a large area i. e. plate type of corrosion
or it may be localised i.e. pitting corrosion.
Pitting corrosion is caused when there is, relatively. a large
cathodic area and a small anodic area. Hence the intensity of
attack at the anode is high. Large area differences could be
caused by mill scale, oxide films, acid pockets of water, scale
from salts, pores or crevices, oils, gases and ingress of metals
into the boiler. It is a very dangerous form of corrosion, its rate
is generally increased with temperature increase hence where
metal surfaces are hottest failure may take place earlier. It
should be prevented.
Corrosion Fatigue
If a metal is in a corrosive environment and is also subjected
to a cyclic stress it will fail at a much lower stress concentration
CORROSION, WATER TREATMENT AND TESTS 145
than that normally required for fatigue failure. This is probably

due to the progressive weakening effect of amorphous metal
corrosion and stress relief. In boilers, microscopic examination
would probably reveal the cracks to be trans-crystalline, rather
than inter-crystalline which occurs with caustic cracking. The
cyclic stresses may be due to the tubes vibrating or fluctuations
in thermal conditions, i.e. thermal pulsing.
BOILER CORROSION
To help the reader understand, in part, the mechanism of

electro-chemical corrosion it is necessary to first understand
some ionic and atomic theory and to appreciate the meaning of
the pH value which is an indication of acidity, neutrality or
alkalinity.
Atoms and Ions

An atom is composed of a nucleus with an electron or
electrons in orbit around it. The nucleus is basically composed
of protons and neutrons. Protons have a positive electrical
charge and the neutrons are uncharged, as their name would
indicate. Electrons however are negatively charged. For the
atom, the number of protons present is equal to the number of
electrons, hence the resultant electrical charge will be zero, in
other words the atom will be electrically balanced. If however an
atom gains or loses an electron or electrons there will be an
excess of either positive or negative electrical charge. It is then
referred to as an ion (Greek wanderer).
Water is basically composed of hydrogen and oxygen atoms
but it does also contain ions .
Hydrogen Ion
A hydrogen ion is an atom of hydrogen which has lost its
electron. It would normally be written H+ indicating an excess
of positive electrical charge , or H - e indicating the loss of the
electron f .
Hydroxyl Ion
A hydroxyl ion is a compound of oxygen and hydrogen which
has gained an electron. It would normally be written OH-
indicating an excess of negative electrical charge, or OH + f
indicating a gain of an electron .
pH Values
Water contains the previously defined hydrogen and hydroxyl
ions , the relative concentration of these ions is important. The
product of the hydrogen and hydroxyl ion concentration in
water at approx. 25°C must always equal 10- 14 gm ion /litre of
solution . If the hydrogen ion concentration exceeds the hydr oxyl
concentration the water is acidic . If the concentrations are equal
the water is neutral. When the hydroxyl ion concentration is
greater than the hydrogen, the water is alkaline.
example: IO- S(H+) x 10- 9 (OH-) solution Acid

1O- 1 (H +) x 10- 1 (OH-) Neutral
1O -9(H+) x lO- s (OH-) Alkaline
Note the product of the concentrations is always 10- 14 and the

powers 5, 7 and 9 for the hydrogen ion concentration serve to
indicate the degree of acidity or alkalinity of the solution. Hence
the pH values now becomes apparent, p (for power), H (fo r
hydrogen ion). Therefore the pH value is, the logarithm of the
reciprocal of the hydrogen ion concentration.
e.g. IO-s = _1_ , reciprocal = lO", logarithm = 5.

lOS
pH values range from 0 to 14 i.e. from very acidic to very

alkaline.
If the water temperature is increased, the hydrogen ion
concentration increases and hence there is an increase in acidity
or a decrease in alkalinity. Chemicals when added to water alter
the hydrogen ion concentration and hence the pH value. Acids
lower the pH value, alkalis increase the pH value .
In electro chemical corrosion of metals the pH value is very
important for it governs the degree of corrosion.
Electro Chemical Corrosion

When iron is in contact with water which contains hydrogen
ions, corrosion may result. The hydrogen ions in contact with
the metal surface become hydrogen atoms by taking an electron
from the metal. The resultant metal ion (caused through loss of
electrons) combines with the hydroxyl ions in contact with the
metal surface and so form a metallic hydroxide, which is soluble
in the water depending upon the pH value, hence the metal is
corroded. This action is similar to a battery action wherein
current is caused to flow from anodic to cathodic regions, the
if water is acidic, hydrogen Fe(OH)~ is soluble in

molecules formed from the water up to pH values
hydrogen atoms are liberated of about 9.'_ _
in the torm of hydrogen gas
from the cathodic surface
(electrolyte)
,- - - • - water.( 2H.O) dissocrates
, Into hydrogen and
- ,
I
I ,-'" - hydroxyl ions - -.! I
H-e H-e OH+e OH+e

______L _ _.Lf -,
I Fe-2e}+2(OH+e) forms Fe(OH) •
.~wous hl'.dr(J)(i~~ 1
+
; I hydrogen layer Fe - 2e
~H
1 0
·-----!:!.:L a nodic su, t~ce
r --~--.'-=-----r-~
t '- - - - - -- ... -e _. - - - - ~ \
~;~~~c 1 e~e~tr~n_ f!?~ --+'_ _ _ _ __ J
steel platelma.inlylFel (
Fig. 4.1
migrating ions in the electrolyte (water) and the electrons in the

metal form the circuit.
Hydrogen, which has formed on the surface of the metal due
to the combination of the hydrogen ion and metal electron may
form a polarising layer upon the metals surface. This will
prevent further corrosion. If however, dissolved oxygen is
present in the water, it will combine with the hydrogen to form
water and no polarisation will occur and corrosion will continue.
Also, if the water is acidic enough, the hydrogen can leave the
surface of the metal in the form of hydrogen gas, again
preventing polarisation and continuing corrosion. Hence the
need for boiler water to be alkaline and with little or no
dissolved oxygen content.
Some causes of boiler corrosion
Oils
Lubricating oils may contaminate the feed system and find
their way into the boiler, this could be caused due to over
lubrication of machinery and inefficient filtering of the feed.
Oils such as animal and vegetable oils can decompose in the
boiler liberating their fatty acids, these acids can cause

corrosion. Hence it is advisable to use pure mineral oil for
lubrication of machine parts where contamination of feed can
result, but oil of any description should never be allowed to
enter the boiler as it can adhere to the heating surfaces causing
overheating. It can also cause priming due to excessive
ebullition .
Mechanical Straining
This is not a corrosive agent in itself but due to the break
down of the surface of the metal, pitting type corrosion could
result due to differential aeration. (Differential aeration: if a
portion of metal becomes partially inaccessible to oxygen it
becomes anodic and corrosion may result.) Mechanical straining
of boiler parts may be due to mal-operation of the boiler, raising
steam too rapidly from cold, missing or poorly connected
internal feed pipes, fluctuating feed temperature and steaming
conditions. Grooving is caused through mechanical straining of
boiler plates, and where a groove is present there is always the
danger of corrosion resulting in the groove.
Galvanic Action
When two dissimilar metals are present in a saline solution
galvanic action ma y ensue, resulting in the corrosion of the more
base metal. Zinc for example would serve as an anode to iron
and iron would serve as an anode to copper. Sacrificial anodes
are frequently used to give cathodic protection. In Scotch boilers
zinc plates are sometimes secured to furnaces and suspended
between tube nests, these act as sacrificial anodes giving
cathodic protection to the steel plating, etc., of the boiler.
Corrosion of non-ferrous metals in steam and condensate
systems may result in deposits of copper on boiler tube surfaces
(known as 'copper pick up'), which due to galvanic action can
lead to boiler corrosion.
Caustic Embrittlement
The phenomena of caustic embrittIement (or intercrystalline
fracture) is believed to be caused by high concentrations of
caustic soda (Sodium hydroxide NaOH) and the material under
stress. The stress corrosion cracks follow the grain or crystal
boundaries of the material and failure of the affected part could
result. Concentrations of sodium hydroxide required for
embrittlement to occur vary with operating conditions, roughly

about 6,000 grains /gallon at 300°C is a guide to the amount of
concentration required. Normally such concentrations would
never be found in a boiler, but, leakages at rivet heads, seams
and boiler mountings, etc., whereby water is flashed off to
steam, leaving behind the solids locally, can cause the high
concentrations required .
Sodium hydroxide depresses the solubility of sodium
sulphate, and sodium sulphate can therefore be made to
precipitate. Use is made of this fact to give protection against
caustic embrittlement. When concentrations of sodium
hydroxide are high and sodium sulphate is present, the sodium
sulphate can precipitate and form a protection for the material.
Ratios of sodium sulphate to caustic soda for given pressures are
the engineers safeguard, from the practical viewpoint. It is
recommended that the ratio of sodium sulphate to caustic soda
should not fall below 2.5 at all times. Other substances that have
been used as inhibitors against caustic embrittlement are ,
quebracho tannin and sodium nitrate.
Caustic corrosion in high pressure boilers is usually indicated
by gouging of the tubes and is caused by excess sodium
hydroxide and a concentrating mechanism. This phenomenon
results in the destruction of the protective magnetic oxide of iron
film (Fe J 0 4) and the base meta l is then attacked by the
concentrated sodium hydroxide.
Effects of Salts and Gases in Feed Water

Feed water employed for marine boilers is usually,
unevaporated fresh, evaporated fresh or evaporated salt water.
The first and last of these three are normally emplo yed as feed
for low pressure boilers, such as the Scotch boiler . Evaporated
fresh water is principally employed, along with evaporated salt
water for water tube boilers. All of these waters can contain salts
which could be harmful to the boiler from the point of view of
scale formation and corrosion. Obviously the evaporated fresh
and salt waters should be low in solids content and therefore less
harmful. However, feed systems can become contaminated with
salt water, leaking condenser or an evaporator priming could be
the causes .
Salt Water
Average sea water contains approximately 32,000 ppm of
total dissolved solids . These solids are made up as follows:
ANALYSIS OF SEA WATER
Ap pr oximate 010
Chemical
Salt Symb ol of Total p.p .m,
Dissolved Solids
Sodium Chloride NaCi 79 25,000

Magnesium Chloride MgCh 10 3,000
Magnesium Sulphate MgS04 6 2,000
Calcium Sulphate CaS04 4 J,200
Calcium Bicarbonate Ca(HC03h Less than I 200
TABLE 4.2
Each of these salts will now be con sidered in detail, with

regard to their effe ct under boi ler condition s.
Sodium Chloride (NaCl)

This is common salt. Heavy concentrations of this salt can
cause foaming and priming. Under boiler conditions, the den sity
at which sodium chloride will come out of solution increases as
the pressur e and temperature increases. In other words its
solubility is a varia ble . Eac h salt pre sent in the boiler wat er will
in gener al ha ve varying solubility with temperatur e variation ,
and solubility curves fo r indi vidual salts alone in water can also
be affected by th e pres ence of other salts or compounds. In the
case of chlorides th eir solubility is very high and therefore they
should normally no t come ou t of solution under normal boiler
conditions. Sodium chlori de co uld in conjunction with
magnesium sulpha te form sodium sulphate a nd magnesium
chloride.
i.e. Sodium + Magnesium <=t Magnesium + Sodium

Chloride Sulphate Chloride Sulphate
2NaCl + MgS04
In a chemical equation of the foregoing nat ure the number of

atoms on either side of the equ atio n must be the sa me.
Magnesium Chloride (MgCl z)

Is soluble under normal boil er conditions, but it can to some
extent be broken do wn forming hydrochloric acid and
magnesium hydroxides.
CORROSION. WATER TREATMENT AND TESTS 151
Magnesium chloride + Water ~ Magnesium hydroxide

+ Hydrochloric acid
MgCl z + 2HzO ~ Mg(OH)z + 2HCI.
Magnesium hydroxide has a low solubility and it is also the

most common magnesium compound found in a boiler. Due to
its low solubility it can deposit and form scale but with suitable
treatment it can be precipitated into the form of a non adherent
sludge which can be blown out of the boiler. Hydrochloric acid
can cause corrosion according to the following reaction.
Hydrochloric acid + Ferrite -> Ferrous chloride + Hydrogen

2HCl + Fe -> Fe Cl, + Hz
then Ferrous chloride + Water Iron hydroxide +

->
Hydrochloric acid
FeClz + 2HzO -> Fe(OH)z + 2HCI.
From the reaction it can clearly be seen that the result of the
attack of the acid upon the iron is to produce a chloride of iron
which breaks down to form an iron hydroxide with regeneration
of the hydrochloric acid, hence the corrosive cycle can continue.
With suitable treatment this corrosion can be prevented.
Magnesium Sulphate (MgS0 4)

Is soluble under normal boiler conditions, but if too high a
density is carried it may deposit and form scale. This salt could
to some extent combine with sodium chloride, forming
magnesium chloride and sodium sulphate (see NaCl).
Calcium Sulphate (CaS04)

This salt is possibly the most dangerous scale former present
in the boiler water. It can deposit and form a hard tenacious
scale which greatly affects the rate of heat transfer, this could
cause overheating and subsequent failure of the heating surface.
The mechanism of scale formation is complex, in its simplest
form it could be described as follows. When a steam bubble is
formed upon a heating surface, the plate, under the bubble,
becomes overheated, as it is insulated momentarily from the
water. The water, containing salts in solution, in contact with
the plate around the periphery of the bubble, also becomes
overheated. If the salts are those whose solubility decreases with
increase of temperature (Calcium sulphate is one) then they will
be deposited in the form of a crystal ring, this is because the

water has become supersaturated locall y with the se salts.
Further, when the bubble bursts, the water coming into contact
with the overheated plate will again be overheated locally.
causing more salt deposition. It would follow therefore that a
general statement could be made regarding salts and scale
formation due to same, i.e. salts whose solubility decreases with
increase in temperature are those which form scale upon heating
surfaces and sludge upon cooling surfaces. Salts whose solubility
increases with increase in temperature do not normally form
scale upon heating surfaces but a sludge may be fo rmed if their
saturation point is reached.
Calcium Bicarbonate (Ca[H C03 h)

This salt is decomposed when heated, liberating carbon
dioxide and permitting the precipitation of calcium carbonate.
Calcium bicarbonate -> Calcium carbonate + Carbon
dioxide + water
Ca(HC03 h -> CaCo 3 + CO 2 + H 20
Calcium carbonate has a low solubility and this solubility

decreases with increase in temperature, it can therefore form
scale . The scale so formed is soft and porous in nature and is not
such a poor conductor of heat as calcium sulphate scale.
Fresh Water
Unevaporated fresh water is often used as make up feed for
boilers, it can contain some or all of the salts present in salt
water and other salts besides, but usually in small proportions.
Whether a water is classified as salt or fresh, basically depends
upon whether it is potable or not. An average sample of fresh
water is a practical impossibility, only samples of fresh water
can be given.
ANAL YSIS OF A FRESH WATER SAMPLE
Salt Symbol p.p.m .
Sodium Chloride NaCl 50

Sodium Nitrate NaNO, 35
Magnesium Sulphate MgSO. 30
Calcium sulphate CaSO. 90
Calcium carbonate CaCO, 200
TABLE 4.3
CORROSION , WATER TREATMENT AND TESTS 153
Hardness Salts
Alkaline hardness salts are the hydroxides, carbonates and
bicarbonates of calcium and magnesium . The bicarbonates of
calcium and magnesium are called temporary hardness salts
since they will be decomposed by heating or boiling the water,
liberating carbon dioxide and leaving carbonates.
Non alkaline or permanent hardness salts are the chlorides,
sulphates, nitrates and silicates of calcium and magnesium .
Hardness due to these salts is not removed by boiling or heat ing
the water. But chemical treatment can remove this hardness .
Total hardness therefore, is the sum of the alkaline and non-
alkaline hardness salts present in the water and since these are
the scale producing solids a knowledge of the feed water's total
hardness is essential.
Silicates
Silica is found in most waters and is also present in the plant,
especially when new, from casting sand used for pipe bending
and welds.
In low pressure boilers silica comb ines with calcium and
magnesium to form calcium and magnesium silicates which can
precipitate and form a hard scale.
rn high pressure boilers silica may combine with other
elements to form complex silica scales which are glassy,
extremely hard and difficult to remove. If the silica content of
the boiler water is in excess of about 20 p.p.m. (amount
decreases as boiler pressure increases) it is likely that it will
volatilize and deposit on turbine blades.
Carbon Dioxide
If the water contains dissolved carbon dioxide, carbonic acid
may be formed, which can cause corrosion.
The carbon dioxide may have been absorbed into the feed
water due to contact with the atmosphere, it can also be formed
due to breakdown of bicarbonates and carbonates present in the
feed.
Carbonic acid partially dissociates into hydrogen ions and bi-
carbonate ions, hence the hydrogen ion content of the water is
increased . The bicarbonate ions can combine with the ferrous
metal to form ferrous bicarbonate which dissociates into ferrous
carbonate and carbonic acid, which is redissolved into the water.
If there is a supply of dissolved oxygen in the water the ferrous
carbonate is converted into ferric hydroxide with regeneration of
the carbon dioxide. Thus the process may be :l continuous one
154 REED'S GENERAL ENGINEERI NG KNOWLEDGE
providing there is a continuous supply of dissolved oxygen in the

water. This reaction due to carbon dioxide is represented below
in a simplified form.
Carbon dioxide + water <= Carbonic acid
then
Iron + Carbonic acid --+ Iron carbonate +
Hydrogen
then
Iron carbonate + Oxygen + Water --+
Iron hydroxide + Carbon dioxide
4FeC0 3+ O 2 + 6H20 --+ 4Fe(OHh + 4C02
Iron hydroxide (ferric hydroxide Fe(OHh) may break down

further to form ferric oxide with loss of wat er
hence 4Fe(0H)3 --+ 2Fe203 + 6H20
Hydrogen
When acid corrosion is rapid e.g. when the acid is
concentrated under a deposit, damage due to newly formed
(nascent) hydrogen molecules at the cathode can result. These
hydrogen molecules penetrate the boiler tube metal and react
with carbon C + 4H --+ C H 4 to produce methane. This carbon loss
weakens the metal and the methane gas exerts a pressure which
separates the grains of steel. Hydrogen damage can also occur
when hydrogen is released by caustic corrosion.
External Corrosion
It must not be forgotten that corrosion of a boiler can occur
externally. Causes of corrosion in this case could be, soot y
deposits in the uptakes in the presence of moi sture which could
form sulphuric acid which can corrode, a sta nding boiler (i.e.
not under steam) with damp lagging and acidulated bilge
vapours.
BOILER WATER TREATMENT
The principal objects of boiler feed water treatment should

be:
(i) Prevention of scale formation in the boiler and feed system

by (a) using distilled water or (b) precipitating all scale forming
salts into the form of a non-adherent slud ge.
(ii) Prevention of corrosion in the boiler and feed system by
maintaining the boiler water in an alkaline condition and free
from dissolved gases.
(iii) Control of the sludge formation and prevention of carry
over with the steam.
(iv) Prevention of entry into the boiler of foreign matter such
as oil , waste, mill-scale, iron oxides, copper particles, sand, weld
spatter, etc. By car eful use of oil heating arr angements (close
watch on steam drains), effective pre-commission cleaning and
maintaining the steam a nd condensate systems in a non-
corrosive condition.
Lime and Soda Treatment (low pressure boilers)

Lime (calcium hydroxide Ca(OHh and soda ash (sodium
carbonate N a1COJ ) ar e used to deal with the calcium and
magn esium compounds in the boiler water.
LIM E & SOD A TREATMENT
Calcium hydroxide [lime, Ca(OH),l reacts with temporary hardness salts and
magnesium compounds as fo llows:
Ca(HCO,), + Ca(OH), 2CaCO , + 2H,O

Calcium + Ca lcium Calcium + water
bicar bonate hydro xide carbonate
Mg(HCO,) + 2Ca(OIf) Mg(OH) , + 2CaCO, + 2H,O

Magnesium + Calcium Magnesium + Calcium + water
bicarb onate hydroxide hydro xide carbo nate
MgSO, + Ca(OH) , Mg(OH) , + CaSO,

Magnesium + Calcium Magne sium + Calcium
sulphat e hydro xide hydroxide sulphate
Mg(NO ,), + Ca(OH), Mg(OH), + Ca(NO,),

Magnesium + Calcium Magnesium + Calcium
nitra te hydro xide hydrox ide nitrate
MgC/, + Ca(OH) , Mg(OHl, + CaC/,

Magnesium + Calcium Magnesium + Calcium
chloride hydro xide hydrox ide chloride
TABLE 4.4
Sodium carbonate [soda ash, N a,CO,) reacts with the calcium compounds
originally in the water and tho se found through using Calcium hydroxide as
follows
+
CaSO.
Calcium +
Na,CO,
Sodium ... CaCO,
Calcium
+ N a,SO.
+ Sodium
sulphate carbonate carbonate sulphate
caa, + N a,CO, CaCO, + 2NaCl
Calcium + Sodium Calcium + Sodium
chloride carbonate carbo nate chloride
Ca(NO ,), + Na,CO, CaCO, + 2Na(NO,)
nitrate carbonate carbon ate nitrate
TABLE 4.5
Calcium hydro xide is used to react with magnesium

compounds and alkaline hardness salts. Sodium carbonate is
used to react with the calcium compounds in the boiler feed
including tho se formed through employing calcium hydroxid e.
This comb ination of lime and soda, gives zero hardness and
alkaline feed water.
Unevaporated fresh water used as make up feed would
contain alka line hardness salts, which would precipitate and
form a soft sludge or scale when the water is heated in the feed
heater, economiser or boiler. Hence the water should be treated
with lime and soda prior to its entry into the system. Tables 4.4
and 4.5 indicate the reactions which occur when lime and soda
are used.
Caustic Soda Treatment

This could be used in place of the soda and lime treatment.
Caustic soda (sodium hydroxide, NaOH) reacts with the alkaline
and non-alkaline magnesium compounds, the alkaline calcium
compounds, and it also form s sodium carbonate which can react
with the non -alkaline calcium compounds. Table 4.6 indicates
the reactions which occur when sodium hydro xide is used.
The sodium carbonate which is formed by employing sodium
hydroxide should be in sufficient quantity to deal effectively
with the non-alkaline calcium compounds. If however, this is
not the case, sodium carbonate will have to be used in
conjunction with sodium hydro xide.
Care must be exercised when hand ling caustic soda as heavy
CAUSTIC SODA (Sodium Hydroxide NaOH) TREATMENT
Ca(HCO,), + 2NaOH CaCO, + Na,CO, + 2H,O

Calcium + Sodium Calcium + Sodium + water
bicarbonate hydroxide carbonate carbonate
Mg(HCO,), + 4NaOH Mg(OH), + 2Na,CO, + 2H,O

Magnesium + Sodium Magnesium + Sodium + water
bicarbonate hydroxide hydroxide carbonate
MgC/, + 2NaOH Mg(OH), + 2NaCI

Magnesium + Sodium Magnesium + Sodium
chloride hydroxide hydroxide chloride
MgSO. + 2NaOH Mg(OH), + Na,SO.

sulphate hydroxide hydroxide sulphate
Mg(NO,), + 2NaOH Mg(OH), + 2NaNO,

nitrate hydroxide hydroxide nitrate
TABLE 4.6
concentrations can cause skin burns.
The foregoing treatments, Lime and Soda, Caustic Soda have
declined considerably in use. They have been retained for
completeness, interest and instruction as they could prove useful
in emergency conditions.
Table 4.7 lists the water treatment recommendations for

boilers, the action of the chemicals listed will now be examined.
For the precipitation of scale forming salts into a sludge and
to give alkalinity, phosphates are used. Phosphates will combine
with the calcium in the boiler water forming tricalcium
phosphate [Ca3(P04 h»), which will precipitate as its solubility is
low in the form a sludge or porous scale (scale prevention can be
achieved by using coagulants). Phosphates will also combine
with the magnesium compounds forming magnesium phosphate
[Mg3(P04hl which also precipitates into the form of a sludge.
Through using phosphates instead of sodium carbonate for
conditioning high concentrations of caustic soda are avoided,
since at high temperatures sodium carbonate can break down as
follows:
Sodium Carbonate + Water <=t Sodium hydroxide +
Carbon dioxide
Na 2C03+ H 20 <=t 2NaOH + CO 2
WATER TREATMENT RECOMMENDATION (BS 1170 1983)
Purpose Chemical Type of boiler
To prevent scale Sodium Phosphates All, up to 84 bar W.P.

To give alkalinity and Sodium Hydroxide All, up to 84 bar W.P.
minimise corrosion or Sodium Carbonate All, up to 60 bar W.P .
To condition sludge Polyelectrolytes all, up to 84 bar W.P.

or Star ch All, up to 84 bar W.P.
or Tannins All, up to 84 bar W.P.
or Sodium Aluminate All, up to 31.5 bar W.P.
To remove traces of Sodium Sulphite All, up to 42 bar

oxygen or Hydrazine from 31.5 to 84 bar
To reduce risk of Sodium Sulphate All, up to 31.5 bar
caustic cracking or Sodium Nitrate All, up to 31.5 bar
To reduce risk of Antifoams AI, up [Q 84 bar
carryover of foam
To protect feed and Filming amines All, up to 60 bar
condensate systems or Neutralising amines 17.5 to 84 bar.
from corrosion
TABLE 4.7
PHOSPHATE TREATMENT
3CaCO, + 2Na,PO. Ca,(PO.), + Na,CO,

carbonate phosphate phosphate carbonate
3CaSO. + 2Na,PO. Ca,(PO.), + 3Na,SO.
sulphate phosphate phosphate sulphate
3CaCl, + 2Na,PO. Ca,(PO.), + 6NaCI
chloride phosphate phosphate chloride
MgSO. + 2Na,PO. Mg(PO.), + 3Na,SO.
sulphate phosphate phosphate sulphate
TA BLE 4.8
CORROSION. WATER TREATM ENT AND TESTS 159
It will be noted that the foregoing reaction is reversible, but,

in the case of high pressures and temperatures there is a greater
tendency to the right than to the left of the equation. Therefore
the cau stic soda content of the boiler water wou ld increase.
From the reactions shown in the above table it ca n be seen that
through using trisodium phosphate, sodium carbonate is
for med. The sodium hydroxide eventually formed due to the
breakdown of the sodium carbonate should not normally be
excessive, it should give the requisite hydroxyl ions (OH-)
necessary to maintain a moderate alkalinity.
Phosphates normally used are, sodium hexametaphosphate,
sod ium metaphosphate, disodium phosphate and tri sod ium
phosphate. The metaphosphates are normally put into the feed
system as they are slo wer to react and therefore should not
produce scale or sludge in the feed system (feed heaters, etc).
Disodium and trisodium pho sphate ar e usually pumped directly
into the boiler since the y are quicker to react and could possibl y
fo rm sludge or scale in th e feed system.
In th e pre sence of sodium hydroxide in the boiler water,
metaphosphate, monosodium and disodium phosphate are
converted into tr isodium phosphate. Hence depending upon the
requi site alkalinity, we can select the necessar y phosphate. Due
to calcium removal by the phosphates, the tendency for the
silicates present in the water to form scale is greatly reduced.
The y tend instead to remain in solution in the boiler water.
Coagulants
The use of coagulants in the boiler water is to condition the
precipitates, rendering them into the form of a sludge which is
non -adherent and can be easily blown out of the boiler. Calcium
phosphate , magnesium hydroxide and calcium carbonate can
form scale, by using coagulants the y can be rendered relatively
harmless, into a non-adherent sludge. Coagulants used for this
purpose are, polyclectrolytes (these are synthetic organic
pol ymers of high molecular weight eg, Sodium pol ycrylate
which may be present in boiler chemical mixtures), sodium
aluminate, starch, tannin, gels and casein, etc . Sodium
aluminate can also be used with the lime and soda treatment, it
can break down and form aluminium hydroxide which combines
with the magnesium hydroxide in a flocculent form. Other
precipitates can combine with the freely flowing floc and thus be
blown out of the boiler. The floc can also combine with any
traces of oil which may be present, rendering them harmless.
Note: Coagulants form colloidal suspensions in the boiler water.
Colloids generally consist of sub-microscopic particles (clusters

of atoms or molecules) with like electrical charge, that repel each
other and prevent the formation of larger part icles. They
combine with precipitates of opposite electrical charge to
produce a floc.
Deaeration
It has been stated that for corrosion to take place oxygen must
be present to accomplish the formation of metal oxides. Hence
deaeration of the feed water is essential.
Deaeration can be accomplished either mechanically or
chemically, or a combination of both. It is usual to carry a
reserve of chemicals in the boiler water in order to deal with any
ingress of dissolved oxygen that may result due to mal-operation
of the deaerating equipment, or some other circumstances . The
oxygen scavenging chemicals used for deaerat ing the water are
usually sodium sulphite or hydrazine . Sodium sulphite reacts as
follows:
Sodium sulphite + Oxygen -+ Sodium sulphate
Sodium sulphate, which is formed through using sodium

sulphite to deaerate, remains in solution in the boiler water
under normal conditions.
Hydrazine solution (60010 Hydrazine 40% water approximately)
is finding increasing popularity for oxygen scavenging, it reacts
under boiler conditions with the oxygen to form water,
reactions:
Hydrazine + Oxygen -+ Water + Nitrogen
NzH4+ O2 -+ 2H20 + N 2
thus having the advantage of not increasing the boiler water

density.
Initially it was thought that excessive dosage of hydrazine
could lead to steam and condensate line corrosion due to
ammonia being produced as the excess hydrazine decomposed:
(Hydrazine-» Ammonia + Nitrogen)
However, a controlled excess is beneficial to the steam and

condensate system as it counteracts the effect of carbon dioxide
corrosion.
There may be a delay in the build up of a reserve of hydrazine

in the boiler water since it reacts with any metal oxides (apart
from Fe3S04) that may be present.
Hydrazine should be stored in a cool, well ventilated place
since it is a fire hazard. When handling, protective clothing
should be worn-treat in the same way as caustic soda.
Hydrazine should be injected into de-aerated feed.
Sodium sulphite may still be used as an oxygen scavenger, if
that is the case then the following points regarding it are
important:-(a) pH value is important to reaction rate with the
oxygen, at about 7 pH it is a maximum hence the sodium
sulphite should be injected into the system before any alkaline
ingredients (b) In high pressure boilers the sulphite can break
down to give hydrogen sulphide (Hz$) and possibly sulphur
dioxide (SOz) which can attack steel, brass and coper. (c) It
increases dissolved solids content.
Condensate Line Treatment

Where the steam is wet, and also in the condensate system,
corrosion can occur due to the presence of carbon dioxide
carried over with steam. To ensure alkalinity in this section of
the system a volatile alkaliser may be injected into the steam
line. These alkalisers are generally ammonia or cyclo-
hexylamine, they combine with the steam as it condenses to form
carbonates and bicarbonates which decompose in the boiler to
give back the COz and the alkaliser, some of which then returns
to the steam system.
If the pH value of the condensate is maintained at about 9 this
should ensure no corrosion in the low temperature steam and
condensate sections of the plant.
Filming amines: the most common is octadecylamine, it is
insoluble in water at room temperature but volatile in steam.
Filming amines prevent corrosion by forming a protective
adsorbed layer on metal surfaces.
Neutralising amines: colourless, volatile liquids that can burn
and whose fumes are toxic.
Monocyclohexylamines or morpholine in solution is supplied
in sealed containers and should be stored in a cool place.
Antifoams: these are complex organic compounds of high

molecular weight. They are used to control the foam in the
boiler drum and thus prevent carryover. They will generally be
included in boiler chemical mixtures.
162 REED'S GENERAL ENGfNEERING KNOWLEDGE
Prevention of Caustic Embrittlement

Sodium sulphate is used for the prevention of caustic
embrittlement and the ratio of sodium sulphate to caustic soda
should be kept at or above the recommended value of 2.5,
Alternatively sodium nitrate may be used, the ratio of sodium
nitrate to caustic soda should not fall below 0.4 to I at all times.
BOILERS NOT IN SERVICE
When boilers are taken out of service for short or long periods
of time they must be protected from corrosion.
In the case of water tube boilers out of service for a short
period of time (e.g. two days) the boiler can be fired at intervals
to keep the boiler pressure above about 3.5 bar and the boiler
water must be maintained in composition as required for the
boiler when under normal steaming conditions. Alternatively the
boiler could be filled whilst hot, with hot deaerated alkaline feed
water and about 0.5 kg of anhydrous sodium sulphite added for
each tonne of water in the boiler. In this latter case, the boiler
must be topped up periodically and any air in the system must be
got rid of.
With fire tube boilers out of service for short periods th e only
action that need be taken is to ensure that the alkalinity to
phenolphthalein is not less than the recommended value, or
completely fiJI the boiler with alkaline water.
If the boiler is to be taken out of service for long periods it
should be drained completely, then dried out by means of heater
units. Then trays of quicklime should be placed internally in
suitable positions throughout the boiler before it is sealed up.
Blanks should be fitted to the pipe connections in the event of
steam being maintained in other boilers and the blow down
should be blanked in any case. The lime shold be renewed at
least once every two months.
CLEANING OF NEW BOILERS
The purpose of pre-commission chemical cleaning is mainly to

remove surface rust and mill scale which occur during boiler
erection and manufacture and also dirt and traces of oil.
A comprehensive example of the treatment which would be
carried out by a firm of specialists in boiler treatment could be,
in order:
1. Bailout the boiler at atomspheric pressure with an alkaline

solution to remove traces of oil and dirt.
2. Wash out boiler with a heated acid solution to remove rust
and mill scale.
3. Rinse boiler with a weak acid solution.
4. Flush the boiler out repeatedly to remove debris.
5. Subject the boiler to a passivation process, this would be
carried out under pressure with hydrazin e. The feed system
would be subjected to a similar pro cess but th e alkaline boil out
would obviously be omitted and the passivation would be done
at atmospheric pressure with hydra zine.
BOILER WATER TESTS
Boiler water should be regularly tested and the treatment of

the boiler water should be conducted according to the result s
obtained from the tests.
For low pressure boilers such as the multitubular Scotch,
vertical Cochran or th imble tube, salinom eter and litmus papers
are still frequently used as testing equipment.
Salinometer
The range of the scale is normally from 0 to ;, and when the
salinometer is floating in pure water at 93°C which has a relative
density at th at temp erature of unity, the salinometer reading is
zero. When the salinometer is floating in solutions of common
salt at 93°C the salinometer reading is f, (approx. 32,000 p.p.m.)
when the relati ve density of the solution is 1.025. (The' relativ e
density of salt water at 93°C is approximately 1.025 or -/;: on the
salinometer.)
If sea water is used as make up feed for low pressure boilers it
is recommended that the boiler density should be maintained as
close as possible to 52 (approx. 125,000 p.p.m.), This would be
att ained by resorting to blow down . The use of sea water as
make up feed for boilers should be avoided as far as possible,
but if it has to be used a certain amount of protection for the
boiler can be provided by using soda ash.
Litmus Papers
These are used to ascertain the degree of acidity or alkalinity
of the water. A litmus paper when inserted into a sample of
boiler water may change colour, turning blue if the water is
alkaline, or red if the water is acidic. The degree of colouration
is a very rough indication of the pH value of the boiler water .
FREQUENCY OF TEST DAILY DAILY WEEKLY DAILY DAllY DAILY DAILY DAILY ....
~
Dissolved
Alkalinity Solids EDTA
to Chlorides Caustic Conductivity Sulphite Phosphate Hydrazine
BOILER WATER TEST (Max) Alkalinity Hardness
Excess Reserve Reserve
Phenolphthalien at 25°C (Max)
(Max)
p.p.m. p.p.rn. p.p.m, p.p.m. p.p.m. p.p.m. p.p.m. :;<:I

RESULTS EXPRESSED as as as p.S/crn as as as as ~
CaCO, NaCI CaCO, CaCO, Na,SO, PO, N,H, o
en
BOILER o
~
PRESSURE(bar) TYPE ~
:>
r-
UP TO 17.5 SCOTCH 300-700 3000 150-500 ioooo 5 50-100 30-70 - ttl
6
-
~
UP TO 17.5 VERTICAL 300-500 1200 150-400 4500 5 SO-IOO 30-70
PACKAGE OR ttl
UP TO 17.5 ISo-300 3S0 7S-2S0 3000 5 So-lOO 30-70 - ~
STM/STM.GEN
-
6
~
UP TO 17.S WATERTUBE ISo-300 3S0 75-200 2250 S 50-100 30-70
17.5-31 WATERTUBE ISo-300 ISO IOO-2S0 IS00 S SO-IOO 30-70 -

~.
f;;
31-42 WATERTUBE 100-150 100 50-100 750 I 2o-S0 30-50 0.1-1.0 8ttl
42-60 WATERTUBE So-IOO 50 40-60 600 I - 30-50 0.1-1.0
60-80 WATERTUBE SO-SO 30 40-60 4S0 I - 20-30 0.1-1.0
TABLE 4.9
For accurate testing of the boiler water, the foregoing

salinometer and litmus paper methods are inadequate. Table 4.9
gives recommended values for low and high pressure boilers, to
ascertain whether these values are being maintained, more
refined testing methods are used.
Alkalinity
Tests for alkalinity are as follows:
(1) Alkalinity to Phenolphthalein

Take 100 ml sample of boiler water,
add 1ml (10 drops) of Phenolphthalein,
add N/50 sulphuric acid to clear the sample.
Calculation: ml of N/50 acid used x 10 == p.p.m. CaC03
Phenolphthalein is less alkaline than hydroxides or
carbonates, and when it is added to a sample containing
hydroxides and or carbonates it will turn pink in colour. The
acid used after this colouration will first neutralise the
hydroxides, forming salts, it will then react with the carbonate
molecules present forming bicarbonate molecules. Bicarbonate
molecules are less alkaline than phenolphthalein, hence, the pink
colouration will disapear once all the hydroxides and carbonates
have been dealt with by the acid. One bicarbonate molecule is
formed from two carbonate molecules, hence in the test the
quantity of acid used is a measure of the alkalinity due to the
hydroxides (caustic) present and half the carbonates.
(2) Total Alkalinity

Take alkalinity to phenolphthalein sample,
add 10 drops of methyl-orange, result yellow colouration,
add N/50 sulphuric acid until pink
Calculation: ml of N/50 acid used for both tests x 10
== p.p.m. CaC03•
Methyl-orange indicator is less alkaline than phenolphthalein

and bicarbonates. It can be used initially in place of
phenolphthalein or as is more usual, as a continuation after the
alkalinity to phenolphthalein test. If no yellow colouration
results when the methyl-orange is added to the alkalinity to
phenolphthalein sample no bicarbonates are present. Hence no
carbonates are present. Therefore, the alkalinity as determined
in the alkalinity to phenolphthalein test has been due to
hydroxides alone. Note: Hydroxides and carbonates can co-exist
together in a solution but hydroxides and bi-carbonates cannot.
,
(3) Caustic Alkalinity
Take 100 ml sample of boiler water,
add 10 ml of barium chloride,
add 10 drops of phenolphthalein, result pink colouration,
add N/50 sulphuric acid to clear the sample.
Calculation: ml of N/50 acid used x 10 = p.p.m. CaC03
In this test barium chloride is first added to the boiler water

sample in order to precipitate all the carbonates which are
present. The test is then carried out as for the alkalinity to
phenolphthalein test but in this case only the hydroxides
(caustic) will be measured.
Chloride Test
Take alkalinity to phenolphthalein sample,
add 2 ml of sulphuric acid,
add 20 drops of potassium chromate indicator,
add N/35.5 silver nitrate solution until a brown colouration
results.
Calculation: ml of N/35.5 solution used x 10 = p.p.m. Cl
or ml of N/50 silver nitrate solution used x 10= p.p.m.
CaC03 •
Chlorides may be present in the boiler water sample and it is

essential that they be measured as they would be an indication of
salt water leakage into the feed system, either a leaky condenser
or a primed evaporator, etc. The alkalinity to phenolphthalein
sample taken, has had the hydroxides and carbonates dealt with
and they will play no further part in the test now conducted for
chlorides. The sample is made definitely acidic by the addition
of a further small quantity of acid, this is to speed up the
chemical reactions which next take place. Silver nitrate has an
affinity for potassium chromate and chlorides, its principal
preference however is for the chlorides. When it has neutralised
the chlorides present in the sample it is then free to react with the
potassium chromate, in doing so it produces a reddish brown
colouration. It is therefore apparent that the amount of silver
nitrate solution used is a direct measure of the chloride content
of the boiler water sample. Note: As the drops of silver nitrate
strike the sample, a reddish brown local colouration results
which quickly disappears if chlorides are present. This should be
ignored.
Sulphite Test
Take 100 ml of boiler water sample,
add 2 ml of sulphuric acid,
add 1 ml of starch solution
add potassium iodide-iodate solution until sample is blue in
colour
Calculation: ml of iodide-iodate solution used x 12.5 =
p.p.m. Na2S0J.
The boiler water sample is made slightly acidic to speed up the

chemical reactions which are to take place. Potassium iodide-
iodate produces a blue colouration through reaction with starch,
but it has a preferential chemical reaction with sulphite if it is
present in the sample. Hence when the potassium iodide-iodate
solution has dealt with all the sulphite present, it is then free to
react with the starch present in the sample, producing a blue
colouration. It is therefore apparent that the amount of
potassium iodide-iodate solution used is a direct measure of the
sulphite content of the boiler water sample. As far as is possible
the atmosphere should be excluded in this test otherwise an
incorrect result may occur. If the test indicates that an adequate
reserve of sodium sulphite is present in the boiler water there is
no need to conduct a test for dissolved oxygen.
Phosphate Test
Take 25 ml of filtered boiler water sample,
add 25 ml vanadomolybdate reagent,
fill comparator tube with this solution and place in right
hand compartment of comparator.
In left hand compartment place a blank prepared by
mixing equal volumes of vanadomolybdate reagent and de-
ionised water. Allow colour to develop for at least three
minutes and then compare with disc.
Calculation: phosphate reserve in p.p.m. (mg/I) from the
disc reading.
Hardness Test
Take 100 ml of filtered boiler water sample,
add 2 ml (20 drops) of ammonia buffer solution,
add 0.2g of mordant black 11 indicator and stir until
dissolved.
If hardness salts are present the solution turns wine-red.
Titrate with EDT A solution until colour changes to purple
and then blue (with some waters a greyish coloured end

point is reached).
Calculation: ml of EDTA solution used x 10 = p.p.m.
CaC03
pH Value
A boiler water's pH value can be obtained by three basic
methods.
(1) Litmus papers.

(2) Co 10 uri metrically.
(3) Electrolytically.
The litmus paper method has already been described but the
test does not give a very accurate pH result, indicating merely if
the water is acidic or alkaline. Tests (2) and (3) however give a
reasonably accurate pH value.
coloured @> (SJ

ground glass stopper, a.r glass 0 0 " dO
(D O®
tiqht seal when tltted
'CD
\'0
00
00
"'" nesslenser
di sc
® O@O 0
glass ball
seal ltd with windows
/
Inner cylinder
disc
/
mod"fie" Nessler
cyl-nder battery and
light soorce F ' - = - - - - \
sw,tch .....L - - - ---'
Ntsslt"ser
Fig. 4.2
Colourimetric Method (see Fig. 4.2)

Take sample of boiler water .
Place one thymol blue tablet in a 50 ml Nessler cylinder.
Add 50 ml of sample to Nessler cylinder and ensure tablet is
dissolved. (1)
Put 50 ml of sample into the other Nessler cylinder. (2)
Place (1) in right hand compartment of the Nessleriser.
Place (2) in left hand compartment of the Nessleriser.
Place appropriate disc in Nessleriser and match the colours,
then read the pH value from the right hand window.
Electrolytic Method
An electric cell, using the boiler water as an electrolyte and
two special electrodes, both made of glass, is used. The potential
difference between the electrodes is directly dependent upon the
hydrogen ion content of the electrolyte (boiler water). This
potential difference is measured by a sensitive voltmeter
connected into the external circuit of the cell and calibrated to
read pH values.
Dissolved Oxygen Test

Take 500 ml of boiler water sample,
add 0.3 ml of manganese chloride,
add 0.3 ml of potassium hydroxide,
add 1 ml of hydrochloric acid,
add 2 ml of ortho-tolidine.
In this test it is essential that the atmosphere be excluded from

the sample being tested. To arrange for this a specially designed
sampling flask is used. After the addition of the various
chemicals to the boiler water sample, the resulting solution is
compared colourimetrically with a colour chart, or a series of
indicator solutions whose dissolved oxygen content is known.
Where colours of sample and indicator coincide, the dissolved
oxygen content of the boiler water sample is read from the
indicator.
Alternative test
To 8 ml of prepared stock reagent, made up of indigo carmine
glucose tablet dissolved in glycerol, 2 ml of potassium hydroxide
solution is added to make Leuco reagent.
Some of the Leuco reagent (which must be used within 15
hours) is used to fill the inner tube of a modified Nessler
cylinder.
A glass ball is then placed on to the inner cylinder sealing in

the reagent - no air must be trapped below the ball. Boiler
water sample is run into the Nessler cylinder for at least 2
minutes to obtain a good sample and exclude all air , the cylinde r
stopper is quickly fitted and then by inverting the cylinder the
glass ball will fall from the inner cylinder and the reagent will
mix with the sample, When the two are thoroughly mixed the
cylinder is placed into one compartment of a Nessleriser and a
cylinder containing boiler water sample only is placed in the
opposite compartment. An appropriate Nessleriser disc is then
fitted and rotated until the colours match, when this occurs a
reading in ml/litre is obtained in the small window,
If the dissolved oxygen content is high (abo ve 0.2 ml/litre) it is
recommended that no attempt should be made to reduce it by
means of sodium sulphite (Na 2SOJ), otherwise considerable
quantities of this chemical would have to be used incr easing the
total dissol ved solids content of the boiler water.
When dissolved oxygen content is high, it could be due to a
leakage into that part of the system which operates at a pressure
below atmospheric , faulty deaeration equ ipment, air ejectors ,
etc., the matter should be corrected as early as possible to redu ce
risk of corrosion.
Total Dissolved Solids

These are ascer tained by use of a hydrometer or electric al
conductivity meter.
Hydrometer: Usually graduated in grains per imperial gallon (to
convert grains per imperial gallon to p.p.m . multiply by 14.3).
Care must be taken when using the hydrometer to accou nt for
the water meniscus and to ascertain accurately the temperature
of the sample. Temperature correction tables for the hydrometer
are usually supplied with it.
Conductivity Meter: A portable, battery operated, electrical
conductivity meter is used in this test. The rem ovable
conductivity cell is washed out and filled with a treated boiler
water sample (treatment consists of cooling to 15 to 20 c e,
adding phenolphthalein and remo ving pink colouration with
acid). The filled cell is plugged into the meter, its temperature
checked and the temperature control set to correspond. A range
switch is set to approximate range of reading expected, then a
cen tral control is operated until 'null' balance of the electrical
bridge circuit (the cell forms one resistance) is achieved. Position
of the central control indicates the total dissolved solids in the
water usually in p.p.m. but it may be conductivity in micromhos
(to convert; p. p.rn. total dissolved solids = conductivity in

micromhos x 0.7).
Hydrazine Test
Take 250 ml of boiler water sample, exclude air and cool to 16
to 25°C. Add 15 ml of 0.5N hydrochloric acid to each of two
Nessler cylinders. Add 25 ml of boiler water sample and 10 ml of
4-dimethylaminobenzaldehyde to one cylinder (1)
Add 35 ml of boiler water sample to other cylinder (2)
Place (1) in right hand compartment of the Nessleriser.
Place (2) in left hand compartment of the Nessleriser.
Match samples against disc colours.
Ca Icu Ia tiIons.. disc reading

25 -- p.p.m. h yd razme.
.
The hydrazine reserve in the boiler water should be between

0.1 to 1 p.p .m .
TEST EXAMPLES 4
Class 3
1. Why is oil in boiler water considered dangerous, where
does it usually come from and how can it be removed?
2. Water for boilers is usually kept as pure as reasonably
possible. Give reasons why this is so.
3. Briefly describe why boiler water needs to be tested
periodically and state two of the tests.
CORROSION. WATER TREATMENT AND TESTS 173
TEST EXAMPLES 4
Class 2
1. Give an analysis of the dissolved solids in an average
sample of:
(a) Sea water,
(b) Fresh water.
Which of these solids can form scale and which can
cause corrosion?
2. Discuss the contamination of boiler feed water. What
action should be taken in the event of such contamination
to prevent damage to boilers and machinery? What tests
are made?
3. What are the causes of corrosion in boilers? What
precautions would you take to prevent corrosion
(a) when boiler is steaming?
(b) when boiler is idle?
How would you test the boiler water for acidity and
alkalinity?
4. Suggest with reasons which four of the following
impurities in the feed water of a 'package' boiler operating
at 7 bar, dry saturated are likely to contribute most to scale
formation :
a) silica,
b) iron compounds,
c) sodium chloride,
d) magnesium biocarbonate,
e) calcium biocarbonate,
f) calcium sulphate,
g) sodium sulphate,
h) magnesium chloride.
5. Give a reason why sodium phosphate, sodium hydroxide
and hydrazine are each used in boiler water treatment.
Describe any three of the analytical tests normally applied
to boiler water. Explain how the results influence further
treatment. State two precautions to be observed when
storing and handling these chemicals.
TEST EXAMPLES 4
Class 1
1. Describe how you would make a quantitative test of boiler
water for:
(a) alkalinity,
(b) chlorinity,
(c) hardness.
State the values obtained from the above tests that you
would consider suitable for a water tube boiler. Describe in
each case the action you would take if a test gave an
unsatisfactory result.
2. Why is it necessary to keep oxygen out of the boiler?
Describe how this is done mechanically and chemically.
State the procedure for laying up a boiler:
(a) for a considerable period,
(b) a few days.
3. Enumerate the scale forming solids in fresh and sea water
respectively. How would you steam a boiler on
contaminated feed? Give reasons for your action.
4. Describe the boiler water tests carried out for boilers, and
the results expected from:
(a) low pressure boilers,
(b) high pressure boilers,
5. Specify, with reasons , those parts requiring particularly
close scrutiny during internal and external examination of
independently fired auxiliary boilers. With reference to
those examinations distinguish between metal fatigue due
to caustic embrittlement, corrosion fatigue, overheating
(plastic flow) and direct overpressure.
CHAPTER 5
STEERING GEARS
This chapter will include Telemeter (Transducer) Systems,

Power (Amplifier) Units, Actuator (Servo) Mechanisms and
conclude with a short account of related principles as utilised
with ship stabilisers.
TELEMETER (TRANSDUCER) SYSTEMS

The steering gears to be described, electro-hydraulic and
electrical, when operated by auto-pilot illustrate fundamental
closed loop control principles. The telemotor itself employs a
'master and slave' principle. The transmitter is situated on the
bridge and the receiver at the steering gear unit. Mechanical
movement is transduced hydraulically or electrically for distance
telerrieterfng and then transduced back again. The steering wheel
may be retained as an ornament.
Hydraulic Transmitter (Fig. 5.1)

As the bridge steering wheel is moved to starboard the
rotating pinion causes the right hand ram to move down,
pushing oil out to the receiver unit along the right hand pipe.
The left hand ram moves up, so allowing a space for oil to come
from the receiver unit. The fluid is virtually incompressible,
hence any down movement of the right hand ram produces an
identical movement at the receiver unit. This in turn displaces
the same quantity of fluid which is taken up in the exira space
created by the left hand ram moving up. The fluid in the
replenishing tank acts as an oil reservoir.
The casing is usually gunmetal, with bronze rams, and copper
pipes are led in by drilled leads in the casting. Some device is
required in the system to allow for variations in oil volume due
to temperature changes and also to allow for equilibrium
between both sides of the system.
till
I
,om
-
fluid on - -
~ ~ Irlt ~onC -
li~~=t'l-
- ~ sidr ~-
01 _
systrm _
to rreri..".
HYDRAULIC TRANSMITTER
Fig. 5.1
The device is called the bypass valve, which has the additional
functions of topping up the system in the case of leakages and
acting as a relief valve in case of pressure rise.
The Bypass Valve

Operation can only be carried out when the wheel is in the mid
STEEll.lNG GEAttS 177
pos ition . Thi s is achieved by having the operating rod butt ing
aga inst a circula r disc , in mid position of the wheel the slot in the
driven revolving disc allo ws the ope rating rod to be depressed
through it. With so me types t he operating rod is depressed by
hand whilst with other types the rod is automati cal ly depressed
by a cam each time the wheel passes mid position. In the case o f
the former the rod is operated at regular in terval s and must be
operated when either pressure gauge registers ab ove 4.S bar,
with the wheel at mid position . When the rod is dep ressed both
sides of t he system are con nected so givinc pressure balance. The
connectio n to the replenishing t ank is also joined to both sides of
th e system, so that a ny expansion or co nt raction of the oil can be
co rrected . In some types. a relief valve is fitt ed in the line to the
replenish ing tank, set about 18 bar. and a replenishing valve,
working in the opposite direction is also provi ded , which is
lo aded (about 2.5N). Other types emp loy direct piping to the
rep lenishi ng t a nk with no valves.
To test most gears fo r tight ness the wheel can be lashed over.
first on e side then t he other . 111 a pressure o f about 42 ba r (which
I . pr,ng 10 on. sil!t

ot systern
to or t rom rl pl. rnsl'\;nj
lank (Voul ot l va l.... In n.
tor ( ~org<ng pyrposu l
BYPASS VALVE <l VIEW)

Fig. S.2
17 8 REI::YS GENERAL ENOI!'iEEll INO KNOWLEDGE
shou ld hold for a considerable time). Leakage at either side

mea ns that all pipe joints and glands must be examined. To test
the bypass valve the above procedure is repeated but with the
liquid saving (or circuit valves) on the receiver telemeter shut,
this loads each of the valves on t he bypass unit in turn .
Hydt1lulic Receiver (Fig. S.3)

Considering the starboard (clock wise) movement of the bridge
wheel (as mentioned for the steering telemete r). The depressed
right hand ram pressunses th e right hand side o f the system . The
pressure force acts on the central web of the moving cylinder
until the movement caused corres ponds to the movement o f the
ram in the steering telemoror . Oil is pu shed back on th e left hand
side of the moving cylinder central web to the steering unit.
t,u o
crou ... :>o
' ,Ol d 9Q;'
rO<l I>u1: $HI '" Ij)I'"' ''~
'0'
\ I
--
h. !~ _ c!', coc ~ ~ ~ ~!~ .
cooo le l 'o n on l op an d bMlom

of m(M ng cylinde r to
pOl.... r u nit contr ol
thorn
to -
c ~ o r!l' IIg
lank
\lron$m ,ltef
unit i
circuIt volvo
....... I\Of i illll
(liqu id l oving )
verve
H YDRAULIC REC EI VER

Fig. 5.3
A fter a small init ial mo vement the left hand sleeve butt s
again st the nut an d furt her movement by the moving cylinder to
the left com presses the springs. When the steering wheel is
retu rned mid-ship s the spri ngs, which are unde r initia l
compr ession. ret urn t he moving cylinder to mid position .
STEERING GEARS 179
For a port wheel rotation the left hand ram of the steering unit
moves down and the receiver moving cylinder goes in the
opposite direction i.e. in the given case left to right. Together
with the bypass valve the springs form the adjusting,
centralising, device.
The moving cylinder is connected by a linkage to the control
unit of the steering engine. Thus any movement of the bridge
telemotor unit by wheel rotation is almost directly opening the
control device which causes rotation of the steering engine and
rudder movement.
Electro-Hydraulic Type
Utilises control signals from an auto-helmsman order synchro
amplified to operate solenoid valves controlling the direction of
flow from a small oil pump to one side or the other of a ram
connected to the actuator control rod (with feedback synchro).
Telemotor Fluid
Good quality mineral lubricating oil is used with the following
properties:
(1) Low pour point (2) non sludge forming (3) non corrosive (4)
good lubricating properties (5) high flash point (6) low viscosity,
to reduce frictional drag, but not too thin to make gland sealing
difficult. Typical properties would be: density 880 kg/m> (at
l5.5°C), viscosity 12 cSt (at 50°C), closed flash point 150°C,
pour point-30°C.
Charging System (Fig. 5.4)

First consider the cleaning of the system. The charging and
replenishing tanks are first drained and washed through with
clean oil until perfectly clean. The lower part of the _~~i.n11:
telemotor is similarly drained and cleaned via Inspection doors
and finally washed through with clean oil. The system oil will
have been drained off at the lowest point. The connections for
charging at the steering telemofof A and B, are joined with a
spare gear pipe and the ~sat the charging valves, C and D,
are disconnected. Clean oil IS now added to the charging tank
and a Qeld must be maintained here at all times.
Using the pump, oil is pumped until a clear discharge occurs
at C, the pipe connection at C can now be replaced, open
charging viiIves -C-and D and the circuit valves E and -F.
Continue pumping until the oil passes right through the circuit
to discharge at D, when clear.tclose the pipe connection joint at
/
A
t~(In~mithr
r-
~~~~I_ll!o..'.P~~~ 'rOir.
thm.f9i"'t
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pump
•
~,
0
rluMr ,
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CHARGING SYSTEM
Fig. 5.4
D, remove spare gear pipe and couple up pipes to steering

telemotor.
Considering now the charging. Open all air cocks. A constant
head must at all times be maintained in the charging tank
otherwise air can be admitted to the system. A spring loaded
valve is provided, normally in the return line, to the charging
tank to prevent oil backflow from the highest point (steering
telemotor) when charging, and giving air entry and vacuum
problems.
The steering wheel is put to mid position, bypass valve open,
charging shut off valve open. Pump until replenishing tank is
full and all air clear at steering telemotor, close shut off valve
and air cocks.
Repeat the procedure for the receiver telemotor until all air is
clear and oil returns to the charging tank. Close charging valves,
dose bypass valve, open charging shut off valve.
The gear is now ready for testing (a) for leaks (b) that
movement at each receiver corresponds in direction and amount
(c) that there is definitely no air in the system.
srHR1NC; GEARS 181
A ir in System
Air in an y hydr au lic system must always be avoid ed an d the
telemotor system is no exception.
Air being co mpressible gives incorrect bal ance between units,
time lags and irregu lar operation, which can be dangerous. Its
presence in the system is ind icated by defective steering, jerky
operation and perha ps 'jumping at the pressure gauges' . Air can
usually be kep t out with a tight system a fter proper charging but
sho uld air get into the system it may be removed by purg ing at
the air cocks. Shoul d a large qua ntity of air gain access giving
faulty steering then probably the only course is 10 tot ally empty
and recharge. Water and dirt sho uld also be avoided in the
system .
Emergency Operation
In the event of a total failure of the telemotor system it is a
req uirement t hat th e ship can be steered directly from a position
aft . This is usually car ried out by a direct gear fro m th e aft
steering wheel station to the power unit control. Both the
receiver unit and hand gear unit linkage can each operate t he
control uni t t hrough a sliding rod. When the telemotor pin is
fitted 10 th e receiver linkage h ole t he receiver motion is given to
the control unit, the ha nd gear merelyshdtng in the sleeve. If t he
p in is removed and put into the hand gear sliding linkage hole
this operates the contro l unit and the telemot or connection
merely slides in t he sleeve. Only one telemotor pin is provided to
be used in the required positio n, in pori t he pin should be in the
hand position and bcrh the main and emergency steering .....heels
lashed amidsh ips.
Pin detail can be seen in Fig. 5.9.
Electrical Tetemoter
Bridge remote control is either electric. hydr aulic or gyro
pilot. T he system of Fig. 5.9 has been reduced in size and
grouped into an oil bath box as shown in Fig. 5.5 in which the
principle is almost identical but the inpu t is electric in th is case.
A bridge lever moves rheost at B and unbalance current I lows
to rot ate the control torque motor and hunt rheostat A back 10
equilibrium when the motor .....ilI stop (see details given later of
Ward Leonard System electrical steering gear) .
Electrical input is most common in modern practice and
motor dr ive via a Flexible coupling (or electro magnetic clutc h)
rotates t he screw shaft in the control box. Th is causes the screw
block to move and, thro ugh the Floating lever, cau ses movement
18 2 REED'S OENERAL ENG INU k l NG KNO\\"LEOOE
of the actuator cont rol rod . This electrical-mechanical

transducer also has limit switches and may utilise synchros and
gear tr ains.
10 "II... Hal.d 0.1 t.a t ~ 00_
~m 1---'------1
r~
.tll
<~":"I _..' !
to Oduotor
floclt"9
I.... •
I'
fl...bl .
4 <It"It'OI rod : : ' <oo;pt""
,,-,-: ~'t" r-;~r~-~~

" -- --- 4k --
-,-- j----------
•0
L J __ - - . - - - - - - -- ":::l 1.1;:: \ J-i-
I'
IL.
doe l . ... -
.
i krrtllO "'"" I
_ _ ._
~. ~<. .'< .
_ l"b "'I___ f _ ....'
pu ~
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Iloo;OJ . .... Iroll
.<.,.......l.,..
ELECTRI CAL TELEM OTO R
Fig. 5.5
To change to local mechanica l input co nt rol the electrical

control is switched off and the spring detent on the handwheel
lifted whilst th e handwheel shaft is pushed ho me so that the spu r
gear engage s when the det ent is released to lock t he shaft
(electrical remote input, mechanical local input).
Control Term inology

It is useful to consider control aspects . The deviation signal on
th e co nt rol rod is the result of a proportional movement of th e
screw bloc k from the helm (desired value) and t he f eedba ck
signal from the tiller arm rod- shown unde r as dotted -acting
on the floating lever.
STEER ING GEARS 183
POWE R (AMP LIFIER) UN ITS
Tbe function of the po wer unit is to amplify (and poss ibly

t ransduce) the receiver output signa l, in the correct direct ion, for
transmission 10 the final controlling act uator ope rat ing the
rudder.
Electrical
A sepa rately excited gener ator system is usually used an d a
description is given unde r Elect rica l Steeri ng Gears later in the
cha pter.
H,.dntulic
A variable delivery oil pressure pu mp is used a nd two designs
will now be considered .
The Hele-Sha.... Pump
Co nsidering Fig. 5.6:

The shaft is stationary and the cylinder body forming the
cylinders rotates around the shaft, being driven by a co nsta nt
speed and directio n electric moto r (or steam engine). Th e
plungers are connected to slippers which run in annular grooves
inside two circ ular ring s on eac h side of the plungers . When the
centre of the rings coincide wit h t he shaft centre (0 ) the pum p
tr avel is at mid pos it ion. At t his po sition the plungers rotate at a
fixed rad ius dista nce from the shaft centre (d istance OC), this
mea ns there is no relative mo tio n between the plunge rs and the
shaft a nd no pumping action tak es place.
If no w the circular slipper rings are moved to t he right by the
operating rod , through the casing from the teleme t e r rod , then
t he centre of rotation of the slipp ers an d plungers is at B which is
eccentric to t he centre of th e shaft. O. This means t he greatest
dista nce the plunge r gudgeons a re from 0 is OG a nd the shon est
distance is OF. Wit h th e direct ion of rotation as shown, in
(ravellin g round from 0 10 F fbe plungers are moving in relat ive
to the fixed central shaft and ports hence the top po rt T acts as a
discharge. In completing: the circular ro ute from Fback to Gtbe
plungers are moving out relat ive to the central shaft and por ts
a nd t he bottom po rt B acts as a suction. The pat h is sho wn on
the sketc h dotted, likew ise the rela tive p lunger movement at four
positions.
184 REE D'S GENE RAL ENGI NEERi NG KNOWL ElJO E
--- )MY" ,
/
",
/ ,,
I ,
,,
/
,,
I
I
I
I
shp~<,
I
,r--IlQ ! h ,I
S lro" ~ vc .. ot,on h'"
. J \ G
,,
,,
HELE-SHAW PRINCIPLE
Fig. 5.6
If the circular slipper rings are moved left $0 the centr e of

plunger rot ation is at A then the shortest distance is OD and the
greatest distance is DE, i.e. plungers are moving out in top half
of rotation and T is a suction and in during bottom half of
rotation and B is a discharg~ . The pat h and plunger movement
are shown here as dashed line.
As the stro ke o r the plungers depends on the movement of the
slipper path horizontally a nd hence the eccentricity. so the pump
is o f the variable delivery type. Also direction o f n ow depends
on movement left or right of central position so that for uni-
directional rotation the direction of flow is reversible.
A simplified construction sketch is as shown (Fig. S.7).
The drive for the cylinder body can be seen rotating in roller
bearings outside the fixed central shaft with the oil block
fastened to the casing. Plunger and gudgeon pin con nection to
slippers can be seen with the slipper running in the ann ular
STEER ING GE AItS 185
t to 0" •• t-
I lool,n g
r ing
ecue r
blar in g
i
>IU'O' on ~ OC ' Iont ll l sl id"
,!
HELE-SHAW P UMP DETAIL (t PL AN)

Fig. 5.7
groove of the circular ring . The circular rings are not rigidly
fixed but are free to rotate as float ing rings on roller bearings,
this reduces oil churning and fr iction losses.
The cont rol or actuat ing spind le passes thr ough the casing and
moves the floating ring horizontally left or right by means of th e
floati ng ring guide o n horizontal slides.
In pr actice the pump is usually provided with an od d numb er
of cylinders . usually seven or nine, which prod uces mo re even
hydrau lic flow and better pump balance.
Variable Delivery Pump-Alternative Design

This type of pump has been used with ship stabiliser uni ts (see
later). Cons ider Fig. 5.8.
This utilises a similar pr incip le to the Hele-Sha w but has axial
piston drive from a tilting swash plate. Similar designs utilise
186 REED'S GENERAL ENGINEERING KNOWLEOOE
vain pial .
oil d.livtry!suctioll
swash pl ~le
~~~~~~~~~t~~~;"
burillg gl~nd
slippel_+-+,
shat t
1-·
I
cylinder, block k.y.rl

to shafl
linkage to tel.motol
VARIABLE DELIVERY PUMP

Fig. 5.8
axial piston drive from a tilting trunnion or from cam faces (see
ball piston type, Fig. 5.17).
Slipper pads bear against the swash plate face and the
plungers are driven in and out axially for each revolution of the
rotor. For one direction of tilt ports on one side of the
horizontal centre line become suction and on the other side of
this centre line become discharge. For the opposite direction of
tilt the direction of flow is reversed. The quantity of discharge
depends on the angle of tilt. In mid position no relative
movement exists between piston and end plate and no pumping
action takes place.
ACTUATOR (SERVO) MECHANISMS
There are two main types of steering 'engine' now in use

namely electro-hydraulic and all electric. For each type two
designs are given:
Electro-Hydraulic: Ram, Rotary Vane.
All Electric: Ward Leonard, Single Motor.
Electro-Hydraulic Ram Steering Gear

The pump unit delivers to rams which are virtually directly
coupled to the rudder stock forming the actuator mechanism.
Referring first to the diagrammatic plan view of the electro
hydraulic steering gear given in Fig. 5.9. Consider a movement
STEERING GEARS 187
of the wheel to starboard and hence ship's head to starboard, the

rudder movement will be to starboard so that the rams will move
starboard to port (right to left).
spur whul
to poop deck
hlemotor for aft stening
moving cylinder
pin pin control \
\ in out
guide joist •
port r.o_m_ _ ~
• ·stops
ful,rum
slroke
EJ
molor
I control
I crosshead nunting lever
I tilln
arm
gear,_,"t--'--.j
floatmg I"
I
pump
I stock lever
i .s~~,n~ -.. !M! x r
II 36 36Q •
pumPII II •
I \ blockl :
I
I
shat! to poop dock
for d!roct emergency
iI
1 I
L ... s~r~g ..J L.
tturd to pump fluid to
5tarboard
'Om
ELECTRO~HYDRAULIC STEERING GEAR

Fig. 5.9
The steering telemotor moves from right to left (as considered

previously) but is mounted on the joist bracket through 180
degrees so that the movement on Fig. 5.9 is left to right. The
receiver motion is given to a lever which is fixed at the centre
(fulcrum) so that the other end moves right to left. There is a
hand gear control, two positions for the telemotor pin, and
movement stops. The movement right to left of the lever draws
out the pump stroke control lever, to which is connected the
actuating lever for the stroke variation and control for the
pressure pump. The pump driven by an electric shunt-motor at
constant speed now delivers oil to the starboard ram and draws
from the port ram. The rams therefore move right to left along
the guide joists. Stops are provided, on the joist, to limit travel.
188 REED 'S CiENE RA L ENGI NEERING KNOWL EDG E
As rhe rams slide across they push on the ram crossheads

moving the tiller arm to port. the arm sliding t hro ugh t he swivel
bea ring. Th e cross head detail is shown in Fig. 5. 10. A wear
down rud der a llowance of 19 mm is pro vided so as nOI to induce
bending stresses on th e ram . With the tiller arm going 10 port th e
rudder moves to starbo ard . The rotating stock movement is led
hack by a spring link to the pump control floa ting lever . This
constit utes the hu nting gear (feed bac k) in tha t when the
telemotor movement sla ps. the floating lever stops going to the
left. The botto m of t he lever is being pushed to the right an d so
the stro ke cont rol o f the pump is almost immediately brought
back to pump mid pos ition . This' mean s the pump sto ps
pumping and the unit is virt ually fluid lock ed at t he req uired
rudde r position.
ra m UO' Shf elel

a tt a che d 10 rel"'"
.,-. -t e'arm
f..-n 12mm 1o
l OCk
.=-----.t 19 !1'''''
o -r allowante
weardow n
"='-',,*,~
' t o gland
CROSSH EA D ARRANGEMENT
Fig. 5.10
The nller-rudderhea d bearing and carrier . usually have t he

main casting of cast steel, with a large machined base for fin ing
to tbe d eck. A bronze thrust ring is o n top of this casting and t he
tiller boss has a ma chined ring face to go aga inst this thr ust face.
The thrust ring is in halves and do welled against rotation and
lub rication is provided . The main gland bush, in halves, is
usually of gunmetal an d is grease lubricated.
Fabrica ted assemblies are common in modern practice.
Rudder, stock and other parts have weight transmission [0 the
tiller by mea ns of a steel sup port plate and eyebo lt on top o f the
rudder stock .
STEERING GEARS 189
At the pump block are non return valves and connections

leading to the sump or replenishing tank to act as suction and
replenishing leads (XX). The ram pipes to and from the pump to
the rams are also led into the pump block. The oil used in the
system is well filtered pure lubricating oil. The gear is filled by
coupling up to the hand steering and rotating port and starboard
with the motor running, having previously filled suction sump or
replenishing tank and ram cylinders, replenishing valves and
bypass valves open. The bypass valves are then shut and the gear
fully rotated port and starboard whilst the air is purged from the
ram cylinders, etc., at the air cocks. The bypass valves are two
fold units in the block, consisting of bypass and isolating valves.
Two other valves, of the spring loaded type act as double shock
relief valves. Each valve connects both sides of the system when
the pressure in either ram cylinder reaches 80 to 190 bar
(depending on the design) the valve lifts, so letting the rudder
give way when subject to severe sea action. When giving way the
pump actuating spindle is moved and the pump acts to return the
rudder to the previous position when the loading reduces. The
relief valves, when operating, are effectively providing feedback
(with increased offset between set and desired values in the short
term which will be reduced as soon as normal conditions prevail
when relief valves close).
The relief valves lifting pressure setting therefore fixes the
maximum loading on the rams. This in turn limits the maximum
torque that is exerted on the rudder stock and the maximum
torsional stress is so limited to about 34.5 MN/m1 • The gear
works on the well known principle of the 'Rapson Slide' and
knowing the maximum lifting pressure of the relief valves then
the ram load is fixed, applying the leverage for distance to stock
gives the torque exerted, which allows size calculations for the
stock diameter, and horse power and sizes for the motor and
pump. Higher pressure systems have relief valves acting at about
190 bar. For a detail of the pump block see Fig. 5.11.
Emergency Operation
In many installations four rams are provided, two on each
side of a double tiller arm, together with twin motor and pump
units. All connections are normally open with one pump unit in
service, the other is a stand by which can be quickly switched on
if the service motor fails. See also Fig. 5.11, 5.13 and P.195.
During manoeuvring in dangerous waters both pump units are
often used together. Such installations are usually arranged to
operate from emergency essential service battery and/or
190 REED 'S GEN ERAl E!'IOINEE RING KNOWLEDGE
generator circuits in the event of a main power failure. The

above co nsiderations satisfy the most onerous required
regulancns.
For less onerous rule requirements a hand pinion dri ve (as
shown in Fig. S.9) or hand pumping may be acceptable. In the
extreme case of emergency a block and hawser arrangement
could be rigged up .
A complete armature and field coil would nor mally be carried
as pan of the spare gear.
Control Valve Block

Refer to Fig. S. 11 which ilIustrales a system which is
acceptable . but by no means standard. for electro-hydraulic type
gear s.
t o p~mp A to p~mp B
it.. r--Fi=- -Y- - r=:;=':-. .-, - -tl

:"'_-t I'· __J
I l I -- • • - - - ., I I I
I I I I jJt\ I I I I
A
' LJot---
~
~'i'--~J
-.:rr
'0
c. : vo (vn
I
10
""no:l . . _
p"mll
r -- r ~ VClvU
PUI"lP
$:-. c
--, ~...
_ .. hot><l
I -- - - -- - - --I- I
I 1 I " 2 I )
I I
1
comb"lId I$ Olc.tl ll g
OliO ~PO$$ "'l lvn
I
I
'
p ump
I
I
I I I bloc k . 1
I I I
I I
I 4 2 I
1 I
I I
I 1
I I
I I
: I
I I
L ,~~!.O:' l~k "lI g ~\~ _
L ...J ~
I
CONTROL VALVE BLOCK

Fig. 5.11
STE EJUNO GEARS 191
Rudder locking valves on all cylnders ar e ope n except in cases

of emergency.
The main valve bloc k contains th ree groups of valves (1) Two
rudder shock (reHen valves (2) Fou r pump isolati ng valves (two
valves (or each pump A and B) (3) Fo ur com bined ra m cylind er
isola ting and bypass valves connecting to each cylinder.
Wh en a pump is not in use it is prevented from motori ng and
relieved of a starting load by a spring loaded discharge valve.
This valve is kept in a bypass pos ition until the pump is started
up and its discha rge pressure is suffi cient to move the valve. The
bypass connection is then aut omatically closed and the isolating
connection opened. by valve mo veme nt, so con necting the pump
hydraulically to the steering gea r. Thi s detail is not shown on
Fig. 5. 11. An alt er native is to use a cent rifugal coupling,
between mot or a nd pump. whose pa wls open ou t when running
but when stopped the pawls engage a ra tchet so locking agai nst
rotation .
Under normal conditio ns either pump with fo ur rams is in use
and to bring in the other pump only requires the operatio n o f the
sta rte r. The four pump valves marked ARAB are o pen and the
two hand pump val ves marked ee, a re closed.
For em ergen cy con ditions with pu mps shut down the four
pump valves are closed and the t wo hand pump valves o pened.
ra M for~ ~
{ pr e........ p '--- -I
0" CI. t O 0 1
~If~ tille . rod'......

t orou. _ po r CI t O·
tor" ... _ ~o r
<g;e ~
-~
cos e CI t e·
~ . A . = ~ _, 53 CIt 36·
' os 9
RAPSO N SLIDE FORK TYPE TILLER

Fig. 5.12
192 REED' S GENER AL ENGI NEERI NGXNOWLEDG E
uX wX
r>. N
-
/' .-
~
'"
-
= C-
J -co
o !
.,
.~,,
I 2~
,,• I
1 -0
..••
~
,-:
0
".
'- 1 • r-
-
I
-c -t
.
.
- r-~-
&:
- ..
,.'. •
" a··a
"
. 0
s"
•
a" "
'----
I Y ",
i 'I ~
- ,L r-r-r-
.'.I
_
z,
•
0
, ~ ~
•e iJ
- '----
\.... M. /
'----/ oX
·X
FOUR RAM STEERING GEAR
Fig. 5. 13
STEER ING OEARS 193
Five combinations o f ram s are usually possible i.e. all four.
two po rt, two starboa rd, t wo aft. two fo rward . A dia gon al
arrangement is no t usually possible. As sketched t he combined
valves are all op en on the isolating connect ion and d osed o n th e
bypass connect ion. To operate with rams 1 an d 2, valves I and 2
are open. and valves 3 an d 4 shut . To operate wit h rams 2 and 4,
valves 2 and 4 are ope n , and valves I an d 3 are shut. Similar
proced ure applies for the other two combinations . A valve is
classed as open if the isolati ng connection is shut (bypa ss
connection is obviously open when the isolating connection is
closed , a nd vice versa) .
Fork Type Tiller (Fig. 5. 12)

This is a more recent design in which the ram s as a single
forging act upon a codpiece whic h slides in slot s which are
machined into upper and lower jaw pieces of the tiller.
Rapson Slide (Fig. 5.12)

Th is illustrates th e increasing with angle mechan ical
advant age (frict ionless) of this welt known mechanism .
The mechanical ad vantage (frict ionless) for pinne d actuator s
increa ses with ang le an d is 1.53 at 36 0 (for rotary vane type the
mechan ical advantage is unit y for a ll angles).
Four Ram Sleering Gear

Fig. 5.13 illustrat es diagrammatically th e well known Hastie
type: of four ram gear with a valve arrangement differing from
t he previous exam ple . In this case only th ree combinat ions are
possible (1) all four cylinders in operation (2) with valves B, C
and F open, A , 0 and E closed as cylind ers 1 and 2 operational
(3) with valves A. D and E open B. C and F closed cylinde rs 3
an d 4 are ope rational.
T he hunting gear arrangement is similar t o the two ram system
and two pum ps are normaUy employed .
Electro-Hydraulic Rotary Vane Steering Gear

Details are as sketched in Fig. 5.14 . Rotation depend s on
which side of the vane is connected to the pump pressure feed.
this should be clear from the plan view as sketched. The rotary
vane unit is normally design ed for a maxim um pressure of ab out
90 bar as disto rtion and leak age are liable to occur at higher
pressures. The design is simple and effective and ha s proved
po pular in practice. In fact th e apparent space and weight saving
is not as great as may be imagined due to the higher pressures
oil ma r;!old
snack ,~
ab!;or1>2
--
1- Rl.vation
, Ipart sec!;an dftail)
i ! • •
~
anchor
i ~
brack.l
/
arocho.- bolts
to support
b e-db e-:;
gland
.
full plan
(part s.ct;on d.ta·li)
5tool
t
+
I
o 0
~--ffi
o 0
anchor
bracket
stul sooling rotor
I strrps
ROTARY VANE UNIT (3 VANE)

Fig. 5,14
and integrated construction utilised in modern hydraulic ram
designs. There is however. a definite space saving but the first
cost is usually higher. Absorption and transmission of torque
relief is essential to avoid excess radial loading of vanes. Support
has resilient shock absorber mountings which also allows for
small misalignment-where spade type rudders are used axial
and radial thrust bearings are provided. The three vane type is
used for rudder angles of 70 0 and for larger angles a two vane
unit would be used. Vanes. of SO iron, are secured to the rotor
or stator by dowels and keyed (full length). The vanes
themselves act as rudder stops. Steel sealing strips backed by
synthetic rubber are fitted into grooves along the working faces
of rotor and stator vanes.
STEERING GEARS 195
Comparison of Units
Torque is dependent (for one actuator) on pressure, area and
effective leverage. The ram design is more adaptable to increase
of these variables-cpressure is certainly limited on the vane type
to about half that on rams (due to sealing difficulties). Up to a
certain torque the vane unit may well be smaller and lighter.
However, integral design produces problems of construction,
weight and size when the variables are increased. Provided
alternative hydraulic pressure sources are available emergency
operation is readily achieved with either type although the ram
type is more flexible to alternative mechanical leverage. Rudder
support, and shock loadings, require more careful consideration
with vane units because of the very close and direct connection
between rudder and actuator.
Automatic Fail Safe System

Donkin utilise the bedplate oil tank, with control division
plate up to two thirds height, so each side is connected to its own
pump. Each pump is associated with a pair of rams (optionally
mounted one above the other to save deck space) so that two
complete half power steering gears are formed (giving up to 20 0
rudder movement at maximum ship speed or full manoeuvring
at two thirds maximum ship speed). In normal operation (at full
tank) the two systems are joined by two common lines each
fitted with a solenoid operated spool valve (normally open) so
allowing a free balanced flow of oil between the circuits.
If leakage of oil does occur, the first stop of the oil tank float
switch closes, which isolates one of the pump motors and
simultaneously closes its associated valve on the line between the
two systems, putting the ram cylinders of the suspect circuit into
the bypass condition. Operation is instantaneous with no
interruption to steering; audible and visual alarms are fitted on
the bridge.
As the choice of circuit isolated is preset, if the incorrect
circuit has been chosen, the oil level in the tank will continue to
fall and eventually close the second stage of the float switch.
This at once changes over the pump motors and their
corresponding isolating valves so leaving, by process of
elimination, the correct circuit in use. After the operation of the
second stage of the float switch, two thirds of the tank contents
still remain thus ensuring an adequate supply of oil for
continued working of the rudder actuator. As the defective
circuit is now completely isolated, any repairs that are necessary
can be carried out without interruption to steering.
196 REED' S GENERI't.LENG IN EERING KNOWLE DG E
Two or fo ur ram units ha ve been fitt ed to vessels up to 90,000

g.r .t.
The Ward Leonard Electrical Sleeti ng Gear

In this case telemorcr, power and actuator units are
considered in one. A brief a nd simplified description of the
electrical principles involved. sufficient only for exami nation
purposes , is given .
Dort sto rboar d
brid ~ il 'hoQ sta!
9'1
a
A ' 0" 0 w,
mot oo- «J
g~ ,, ~rQ to r \
tonl QCI
star tn
-,
~ ~
~--
A- I-
C1fO"" "~
~~t.~:, L
K-
mlllor 9~"c<Utor U ~ l t tr
-
•(:===) 11-" =~=~ -
-,
' - ~I L
' ,e ld
IS~ u "'l
:0- 1-
3~
s~ u M
f It ld
lim,t
>-- br au
S.....,\til:!.
I I'---..
tl~~;t_ - 1 ~2\
'""'., . ,
..." t S
l 't ld
---.::L
Iv C
r ",d d"
scn
r ~ t o sl Q I
s ta rbC! ar d
0
ELECfRJ CAL ST EER ING GE AR (WARD LEO NARD)

Fig. 5. 15
There are fou r electrical facts that are imp or tant in the
system:
(1) I f a direct current generator is driven at const ant speed and
direct ion then the magnitu de and dir ectio n of th e voltage is
dependent on th e magnitude and direction of the current
through the field windi ngs .
ST EE RING GEARS 197
(2) The magnitu de and direction of th e armat ure current to a

direct curren t motor having consta nt field excitation in one
direct ion decides the magnitude and direction of the output
torque.
(3) When a steady current flows in a uniform conductor there
is a steady voltage drop along th e length of the conductor.
(4) If a voltage is applied to the ends of two uniform
conductors joi ned in parallel then a current between zero and
maximum ca n flow in either direction by connecting suitable
poi nts on t he conducto rs.
Considering Fig. 5.l 5, t he co ntro l gear employs two rheostat s
connected up as a ' Wheatstone bridg e' circuit connected to the
mains sup ply. w ith the two contacts in the same positions (equal
electrical volta ge) i.e. co rrespondence of rheostat position on the
cond uctor or rheo stat of brid ge and ru dder. then no current
flows between them .
IC the wheel is moved say from am idships to starboard the
contact moves on th e screw towards B and alters its position on
th e brid ge rheostat. Th is means the two contacts are at diff erent
voltages (Fact 3). Curre nt therefore flows between the contacts
in a Fixed direction , if the wheel had been moved to port t.e.
towards A , current would have flowed in t he reverse direction .
the magnitude of t he curre nt depen ding on t he amou nt of
movement of the steer ing wheel contact along its rheost at (which
gives th e necessary voltage difference between the contacts ).
Th us a variable magnitu de and direction current can be mad e to
flow in the exciter shun t field (Fact 4).
The main motor drives the main generator and exciter, the
motor taking current (rom mains supply. With the contacts in
equivalent positions no current flows in the exciter field and no
current is induced in its armature even though it is rotated,
similarly fo r the mai n generator, hence it produces no voltage
and no current is supplied to the rudder motor armature. The
rudder motor is field excited from the ship' s mains but th is will
not produce torque without armat ure current so the moto r is
statio nary.
With the bridge conta ct moved to star boa rd, current flows in
one direction thr ough the exciter field, and the arm atu re now
pr od uces volts which sends a cu rrent through the generat or
field . A current now flows through the rud der motor armatur e
and th e rudder mo tor rotates the rudder. The hunting gear now
functions so t hat th e ru dder movem ent moves the contact on th e
rudder rheostat (0 fo llow the bridge rheostat i.e. towa rds D.
When the br idge wheel is stopped, t he hunting gear brings the
two contacts into equivalent voltage again to cause no current to

flow through the exciter and subsequent circuits and so stop the
rudder motor in the correct position.
If the wheel is moved to port, current flows in the reverse
direction so that the generator produces reverse direction current
(Fact I). This current will produce opposite direction of rotation
for the rudder motor (Fact 2) and the contact of the rudder
rheostat is hunted towards C until equilibrium again exists. The
exciter is really a current amplifier to reduce the current required
at the rheostat contacts whilst giving sufficient current through
the generator field. The series field of the rudder motor
automatically gets a boost current when the driving motor comes
on extra power with the generator and exciter producing current,
and this boost serves to overcome the inertia of the rudder gear.
Limit switches are fitted on the contacts to cut off current at
about 36° positon before the mechanical stops are reached. The
brake is kept on whilst no current flows in the rudder motor
armature and when current flows another resistance comes into
parallel so reducing the total resistance and allowing rotation of
the rudder. The brake functions to slip at a predetermined load
so producing current, and this boost serves to overcome the
inertia of the movement and is usually transmitted by a pinion,
wheel and spur gear or by worm and wheel to a rudder quadrant.
To stop excessive hunting a damping coil in the exciter circuit
is provided which is wound in opposition to the exciter field
winding.
Emergency Operation
Many installations are provided with completely separate twin
electrical equipments on to one quadrant. A changeover switch
allows independent operation and either equipment can be
directly operated from a rheostat aft for hand emergency
steering. The electric circuit will be on the essential services
emergency circuit, being battery operated or battery and
emergency generator operated. In addition a spur gearing from
poop to quadrant teeth can be provided. The above conditions
would serve to satisfy the most onerous rules applicable.
Suitable spare gear for all essential parts would require to be
supplied.
Electric Single Motor Steering Gear.
Consider Fig. 5.16.

STEERINQ GEARS 199
sequential contacter star hr
r ud du
motor
" verser
switch
hunting
gear
{nut-i_-,"-cr---,
d",grammatic tr arne-
pat.ntlom.hr
rnoosta!
A 8
tel. motor
whoel
ELECTRICAL STEERING GEAR

(SINGLE MOTOR)
Fig. 5.16
The armature of the telemotor is fed directly from the mains

and so is the potentiometer rheostat. If B is moved, say down,
by the wheel then current flows due to the difference of potential
between A and B. The telemotor field is now excited and the
telemotor rotates so as to bring A into line again and restore
equilibrium.
Through a screw nut, frame and fulcrum arrangement the
reverser switch is moved up and so closed. Mains current then
flows through the brake field (to release the brake), through the
rudder motor series field and through the rudder motor
200 REED'SGENE RAL ESGINE.fRIN G KNOWL EDGE
armature. The shunt field of th e rudder mo tor (not shown) is

permanently connected to th e mains but this is insufficient to
cause rotation unless th e series field is also excited. Rotation of
th e rudder motor is arr an ged to hun t back the rheos tat cont act A
through aflc ating lever fra me and screw nut arra ngement as
well as open ing the reverser switch .
I( the reverser is moved in t he other direction the cu rrent
direction is reversed through the rudder motor armature, bUI not
t hrough the field, so that rotational direction cha nges.
SOME RULES APPERTAINING TO STEERING GEARS
(1) All vessels must be provided with efficient main and

au xiliary steeri ng gear of power operated type. An auxiliary gear
is not required if the main gear is pr ovided wit h duplicate power
units and duplicate counectlons up to the rudd er stock.
(2) The vessel must have mea ns prov ided to allow steering
from a position aft .
(3) Two ti llers, or their equivalent, are required unless the
work ing t iller is of special design and st rength.
(4) Power operated gears must be fitted with a device to
relieve shock .
(,) Any lead connection s, steam , hydraulic or electric sho uld
be Independ ent to the gea r only. Electric leads and fuses are to
aJlow IOOOl. overload .
(6) Moving parts of steering gears should be guarded to avoid
injury to personnel.
(7) Hydraulic systems shou ld employ non freezing fluid .
(8) A clear view from the steering position is required a nd th e
wheel, tell tale indicators , and rudder movement must
correspond in the correct amount and in the correct direction for
the ship ' s head.
(9) Operating trials shoul d be car ried out on steering gears to
ascertain degree of action , time of operation , angle of heel at
speeds , etc.
It should be noted that the steering gear should have a
reasonably quick action , as an ind ication ' full port' to 'full
starboard ' rudder mo vement should take place in about 30 s
with vessel at speed.
In view of serious accidents the IMO regula tions relatin g to
du plication of rudder act uators shou ld be noted (also see
automatic ' fail-safe' syste m. earlier): Every oil tanker.
chemical tanker or gas carrier of 10.000 tons gross tonnage and
upwards shall comply with t he following :
SfEERING GEARS 201
(i) Th e main steering gear shalt be so arranged that in the

event of loss of steering capability due to a single failu re in any
pan of one o f the power actuating systems of the main steering
gear, excluding the tiller, quadrant or compo nents serving the
same purpose, or seizure of the rud der actuators, steering
capability sha ll he regained in nOI more than 45 seconds after the
loss of one powe r act uating system.
(ii) T he mai n steeri ng gear shall com prise either:
(1) two inde pendent and sepa rate power actu ating systems,
each capable of meeting the requirements; or
(2) at least two identical power actuating systems which,
acting simultaneously in normal operation , shall be capable of
meeting the requireme nts . Where necessary to comply with t his
requ iremen t, inter-co nnectio n o f hydrau lic power act uat ing
systems shal l be provided . Loss of hydra ulic fluid fro m one
system shall be capable of being detected and the defective
system automatically isolated so that the other actuating system
or systems shall remain fully operational.
(iii) Steering gears other than of the hydraulic type shall
achieve equivale nt standards.
For oil tankers. chemical tankers or gas carriers) of 10, 000
tons gross tonn age an d upwards, but o f less than 100,000 tons
deadwe ight, other solutions to an equivalent standard may be
acceptable. Suc h regulations may well extend to all vessels.
THE SHIP STABILI SER
As the operating principle of this equipment is very similar to

tha t of an elect ra- hydra ulic steeri ng gear it is advisable to have a
working know ledge of stabilisers .
The electric circuits and hydraulic relays involved are
numero us and a detailed consideration on the eq uipment is not
necessary. A simplified presentation is th erefore given ....ith the
system considered in three pans, namely electrical control,
hydraulic operation and gear, and the fin detail.
A kno wledge of the operating principle from the aspect or the
fin action of the shi p ro lling, with an understanding o f the
control system (using the analogy of the elect ro-hydra ulic
steering gear, avoiding the rather complex electr ical, oil pump,
and motor descriptions) is adeq uate.
Note. Development in the stabiliser field ha s been very rapid .
Even the type of gear described may be regarded as obsolete in a
few years . Mod ern designs are available to reduce the large space
athwansbips required for the design given. This is achieved by
202 REED"SGE."iERAL ENGNE£R ING KNOWLEDGE
types in which the fin gear is retracted by swinging round on

trunnions into the ship's hull. Th e fin itself rot ates on the fin
sha ft, being rotated by an oil motor. Hydrau lic systems have
also been simplified.
EledrkaJ Co ntrol
A selection switch on the bridge gives settings related to han d
control, norma l sta bilising or automatically contro lled rolling,
together with an out put cont rol switch for beam sea, following
sea, etc., conditions. The electrical control is identical with the
hydraulic telemeter principle but f unctions with electrical
relays. This means t hat a transmitted signa l produces a
corresponding movement at the stablliser station, through a
hu nting gear. which is co nverted (o.a mechanical movement with
hydrau lic amplification to operatetbe fin operating gear.
There are two g)TOSCOpeS . One is a vertical keeping gyroscope
whose signal goes through two selective transmitter magslips to a
follow through magslip which is similarly operated by a rolling
velocity gyro scope. The combined selected signal is transmitted
to the hun ter magslip of the oil motor a nd pump . The
mechanical movement of a gyroscope alters the rotor position of
the tran smitter magslip and the current now moves the rotor of
the hunte r magslip to a correspondin g positon Gust as
transmitter and receiver telemoto rs). The rotor movement of the
hunter magslip operates to allow oil to be pumped from the
pump to the oil motor which rotates. The pump is driven at
constant speed and direction by a small motor. The oil motor
can rotate in eithe r direc tion from neutral depending on the
direction o f movement of the hunte r magslip rotor. As the
motor ro tates, a mecha nicaUy drive n resetting tra nsmitter
magslip serves as a hunting gear and tends to fetch the hunt er
magslip back to the neutral position an d stop rotation of the oil
motor.
Hydnulk' Operatlo.
This has two distinct functions, t he first is 10 extend or house
the fins and the second , which is under gyroscope cont ro l, is to
tilt the fins.
Oil is supplied fr om th e sto rage ta nk to the servo pum p which
is driven at constant speed and direction by a motor . Th e pump
is of the varia ble delivery tilting box (or swashplate) type but
th ere is no reversal of suction and discha rge lines.
The pump supplies oil in two pressu re ran ges. lo w pressure (29
ba r maximum) to tilting control and higb pressu re (77 ba r
STEERING GEARS 203
maximum) for fin housing, selection by change over valve and
control by control cylinder. When extending the fins the oil is
supplied to the housing piston rod and flows through an inner
tube into the fin shaft which it pushes out to the extreme
position. Oil behind the piston flows through a port and along
the outside of the central tube back to the pump suction, surplus
oil due to volume of piston rod is accommodated in the storage
tank, during the housing operation when the flow of oil is
reversed. Control valves for this operation are located in a
central control box.
Consider now the fin tilting operation: With the fins extended
the tilting operation is controlled by the gyroscope signal which
is transmitted to the hunter magslip and functions to decide the
amount and direction of movement of the oil motor. The output
shaft of the oil motor is connected by gearing to the reset
magslip rotor which serves to hunt the gear back to neutral
position and stop motor rotation at the required position.
The oil pump and motor are in line. The electric motor
continuously drives the pump shaft on which is splined the
rotor, running in a liner and casing. Usually seven pump
cylinders are formed by axial bores in the rotor and each
cylinder contains two balls separated by springs, and the ball
faces as they rotate run on the faces of control cams (see Fig.
5.17).
""~~~",~fE:=lintr
passages In
rotor and lintr
s ha f t drive
to rotor
control cams
OIL PUMP (PART VIEW)

Fig. 5.17
In the sketch shown the balls have no relative velocity to each

other and this is the non pumping position. The cams are
rotatable in opposite directions by use of the gear trains. In the

maximum pumping position the two cam peaks both face each
other so that during rotation the balls approach and leave each
other. This produces a discharge (at about 7 bar pressure) and a
suction during each revolution, a port at mid length of each
cylinder leads out from the rotor. Four equidistant radial ports
in the liner lead oil to wells, two suction and two discharge, in
the casing, which lead oil to the suction and discharge ports
which are located at opposite sides of the pump. Thus a variable
delivery pump is supplying oil to the oil motor. The oil motor is
similar in construction to the pump but the cams are fixed. Oil
pressure supplied between the balls from the pump causes rotor
rotation when the balls are descending the cams, on the return
stroke oil is discharged to exhaust. By movement of the main
valve, rotation is reversed in that pressure oil is now led to the
port previously acting as exhaust and exhaust occurs through the
port previously acting for pressure. The pump supplies oil to a
pressure controller which functions to maintain a constant
pressure under all outputs. The pump discharge to the control
valve is then directed to the motor, whose rotational direction is
dependent on.the rotation of the hunter magslip rotor. With the
main control valve shut the pump merely idles and the gear is
then in the neutral position.
The final servo operated stage is now almost identical in
operation to that of the electro-hydraulic steering gear. The
movement from the cam operates the tilting control valve. This
allows oil from the servo pump to move the tilting control
cylinder in the required direction which in turn causes the fin
tilting pumps, which are continuously driven by the main power
unit electric motor, to deliver oil to move the rams in the tilting
cylinders across.
The tilting control cylinder is virtually acting as a receiver
telemotor, with similar hunting gear arrangement. The rams
instead of rotating a tiller serve to tilt the ram by means of the
toothed quadrant (see Fig. 5.18).
The variable delivery pump for the fin tilting and servo unit
has been described previously (see Fig. 5.8).
Fin Detail
The principle of operation is to impose on the hull a rolling
motion equal and opposite to that caused by the wave 'motion,
this is achieved by utilising the forward velocity of the ship
through the water. On the ship rolling to starboard the starboard
fin is set by the gyroscope signal so that its leading edge is above
STEERL"'IGG£ARS 205
DETAIL OF FIN S AND FLAPS
DET AIL OF QUADRANT FOR TILT

Fig. 5. 18
the axis of tilt so causing an upward th rust. The port fin is set to
the opposite tilt i.e. with its leading edge below t he axis of tilt so
giving a down word thrus t.
Two rectangular fins. one at each side o f the ship loca ted
directly o ppos ite if space is available, are of aerofcil section . To
the trailing edge of each is a hinged tail flap which is moved
au tomaticalty by a simp le linkage when the mai n Fin shaft is
rotated. Thi s nap gives a very much more pronou nced restoring
torque action of the fin that would a plain large fin of similar
area . The fins are mounted on stainless steel sha fts. the fin being
fitted on to a tap er and is bolted up intern ally. the fin plating
being welded over the built up internal st ruct ure. The main fin
can be tilted 20 0 each side o f the neutr al ho rizontal position . T he
tail flap is inclined at 30 0 to the main fla p when this flap is at it s
206 RE£ D 'SGENERA LENOI NEEII.ING KNOWL EDGE
maximum 200 posit ion an d in the same direction, bot h being in

line horizontally in neutral positio n (see Fig. ~i.l 8 ) .
Fin s an d sha fts are placed at hwartsbips, near amidships, near
th e turn of the bilge, and th e axes of fins and sha fts are inclined
downwards to the outboard ends at about lS Dto t he horizontal
plane. The 20 D o f lilt is suita ble at ab out 15 knots bUI this
maximum is reduced to about 11D at 24 knots to keep reasonable
fin loading.
The fin is supported near th e load applicaton by a fin shaft
crosshead which moves on t op and bottom guides during
housing or fin extending operation s. Guides and shaft are inside
the fin box, of fabricated const ructio n, which is Flanged at the
out board end and welded [ 0 stools at t he inb oard end. The
nanging is bo lted to a trunking which is welded to the hull
adjacent [0 the lank top. The fin she n passes through the fin
box and trunk (which com pletely contain the fin in the housed
position) emerging fro m the fin bo x inboard th rou gh a sea
gland. When hous ing or exten ding , the fin is cent ralised and as it
is draw n in or out by oil pressu re fro m oil feed led in and out via
the yoke and pisto n rod (as descri bed previou sly), the guide
shoes on each side o f the fin sha ft guide it alon g the extens ion
guid es (see Fig. 5. 18).
The cross head guides, sea gland , etc. , on the sea side are oil
and grea se lubr icated by lub ricators worked off the fin tilting
shaft ram motion .
AUTO CO NTROL
Botb the ship steering gear (on auto pilot ) and the ship
stabihser ut ilise classic co ntr ol prin ciples best illustrated by
block dia grams.
Fig. S.19 sho ws a block diagram for auto steering. The
controller will be th ree term with adjus tment for bea m sea (or
wind) and dead band oper ation to reduce response to small
random signals. Both rudder an d ship are act ed upo n by external
forces.
Fig. 5.20 sho ws a block diagram for sta bilisation. The
controller is usually two te rm an d feedback from the measure
unit has roll angle and velocity components from gyroscopes.
Every input utilises the forward velocity of the ship and the
usual 'hunting action' feedba ck applies betw een amplifier
(hydraulic oil pumps) and actuator (fin tilt). The ship is acte d on
by external forces, selector switches allow for vari ation in sea
conditions.
sreeeeeo Q£AIlS
hcdboc~
~ont roller
..,
CClYf5C
m
u t.f flCll
"'put
cxt, rflgl
lIdual
COlJf5 C
inp"t ,n pul
BLOCK DIAGRAM (AUTO STEERING)

Fig. 5.19 •
BLOCK DIAGR AM (STABILISERS)

Fig. 5.20
208 REED'S GENERAL ENGINEERING KNOWLEIXJE
TEST EXAMPLES 5
Class 3
I. Itemise the tests you would carry out on a steering gear
before leaving port.
2. If the main steering gear failed on a small coaster describe
how you would rig an emergency steering system to enable
the ship to get to a port.
3. Briefly describe how the torque is transmitted to the rudder
stock in a rotary vane steering gear.
4. Explain how the following are achieved for a ship's
electro-hydraulic steering gear:
(i) relief of over pressure in the rams' hydraulic
circuit,
(ii) replenishment of hydraulic oil to make good losses
caused by minor leakages from glands.
STEER I!\I (] GEARS 209
TEST EXA MPLES S
aas52
J. (a) Sketch a hunting gear as fitted to a hydraulic
steering gear labelling the principal items.
(b) Explain the pu rpose of the hunting gear.
(e) State how worn pins in the hundn g gear effect
steering gear operation.
2. With reference to hydraulic steering gears explain why:
(a) relief valves are provided as well as shock valves,
(b ) the pump is of constan t speed, varia ble stro ke,
(e) the ram glands are filled with soft or simple
moulded packing.
3. Describe a simple test to ensure th at steering gear hydra ulic
telemoto r systems are 'air free'.
(a) Defin e two ways whereby air enters such systems.
(b) Give reasons why it is essent ial th at such systems
be 'air free' .
4 . With reference to electro hyd raulic steering gears explain
how the ship can be steered in each of the following
circumstances:
(a) d estruction by fire o f prim ar y supply cables,
(b) destruction by fire o f telemotor lines,
(c) bearin g failure in running pump.
210 UED' S GENERAL ENOINEERISG KNOWLEDGE
TEST EXAMPLES S
0.,,1
I . With reference to sta biliser fins which either fold or
retract into hull apertures:
(a) make a sim plified sketch of the essenti al features
of the activating gear for both fin extension and
altitude,
(b) explain how it operates.
2. With reference to steering gears explain why:
(a) mul t i-piston variable stroke pumps lire used rather
than rotary positive displacement pum ps with
cont rolled recirculation or deli very ,
(b) independent , widely separated pow er supplies to
the electr ically dri ven p um ps are provided
together with duplicat ion of pu mps in many
inst ances , yet the hydraulic telemet er system has
usually onl y one ru n of do uble piping from t he
bridge ( 0 the receiver,
(c) pump, pin on an d cylinder wear is of co nside ra ble
co nsequ ence .
3. State ef fects of the following faults in steeri ng gear
telemet er systems:
(a) low liquid levelln replenishment tanks,
(b) weak receiver springs,
(c) worn cup leat hers or rings in transmitters or
receivers,
(d) lea king pump connect ions ,
(e) specify wi th reasons the nature and properties of
the fluid generally used in such systems.
4. With refe rence to steering gears, explain:
(a) why fou r rams ar e commonly employed on lar ge
vessels,
(b) how the steeri ng fun ct ion is maintained despite
loss of hydraulic fluid from the telem ot or system .
CHAPTER 6
SHAFTING
ALIGNMENT
The method of alignment and the amount of flexure varies

considerably with the type of vessel and propelling machinery.
Midship installations with long, and thus fairly flexible shafting,
require a different approach to aft end installations with short
rigid shafting. Similarly, long reciprocating engine crankshafts
present different problems to geared turbine machinery, and the
flexibility of welded vessels gives different results to more rigid
riveted types.
As a main basis the alignment for an all welded, midship
engined vessel, having a long reciprocating engine crankshaft,
for example say a four cylinder Ie engine, will be described in
detail after some introductory general remarks. This
description, to give a complete picture, must include shafting
alignment in ship... crankshaft and bedplate alignment in shops ,
and lastly en~me t6 shafting as one integral unit in ship.
Then the amendments necessary for turbine engined vessels
and aft end installations will be-described briefly.
General Considerations
Hog and sag effects due to state of loading and draught,
effects of waves, etc, can quite easily be as much as 1 mm per 1
m of ship length and even more.
The effect of waves and sea action is mainly indeterminate
and over the bedplate length of say 16 m is ignored . However
this indeterminate influence gives a realisation of how difficult it
is to put a heavy engine and shafting length, in perfect
alignment, on a flexible beam form of a ship under the action of
sea influences, such realisation must show that some amount of
reasonable flexing and allowances for same must always be
accepted.
Stiffening of tank tops and engine seating supports, together

with the use of rigid bedplates, can reduce central deflection to a
maximum of about 13 mm over the engine room length and less,
and to about 2 mm maximum over the bedplate from the no load
to the full load condition. Invariably the bedplate has a sag form
when light ship of say 1 mm and a hog form when fully loaded
of say 1 mm. The average ship is rarely sagged as can be shown
by drawing load and buoyancy curves for average conditions.
An engine crankshaft set true at light ship could when hogged 2
mm introduce static bending stresses of say 90 MN/m2 • Most
engine builders have their own records and experiences for
dealing with this problem (see Fig. 6.4).
It is often suggested that the engine main bearings in the above
case should be lined down in a deflection curve, of 1 mm
maximum in the centre of length, for the new engine. This
means the shafting is true at ! load and maximum static bending
stresses are on each side of this, i.e. 45 MN/m2 instead of true at
light ship giving all bending on one side, i.e. 90 MN/m 2 •
The figures quoted are intended for illustration only, using
high values, in many cases lining in a curve may only require a
deliberate offset of about one tenth of the quoted figures, i.e.
0.1 mm. The degree of offset depends on the type of ship and
engine, stiffness, variations due to loading, etc. These factors
can only be established correctly by experience before the
builder can decide on the best method of lining up to suit the
requirements of these variables. In the following alignment
description this offset will not be considered (but see Fig. 6.4).
Older alignment methods used piano wires and micrometers, .
feelers between coupling faces, etc., whereas modern methods
utilise optical telescopes and targets giving accuracies of ± 2p.m
per 1 m length. To fully describe the methods it will be assumed
that the shafting and engine are first lined up by the older
method, being checked at each stage by the modern method,
although in practice such duplication may not be considered due
to time factors, that is not to say that it would not be advisable.
Increased power, size and cost of modern vessels and engines
make it essential to ensure correct initial alignment so as to avoid
continuous trouble later.
Shafting Alignment in Ship

Reference datums here are the height of the shaft above the
keel aft, and the height of the crankshaft centre above the keel
extended to the forward machinery space bulkhead (also centre
SHAFTING 213
athwartships) forward. These two datums are taken from the

ship drawings.
The rough bore of the stern frame is fitted with a plate flange,
this flange has a small hole (say 1 mm) drilled at the correct
height above the keel. With this centre the reference circle can be
drawn for the setting up of the exact boring of the frame.
Similarly at the engine room forward bulkhead a small flange in
the bulkhead has the small hole drilled at the correct engine
height above the keel and at the midship point athwartships.
An electric light is sighted behind the hole in the forward
machinery space bulkhead and by looking from outside th-e stern
frame this light can be seen through the two sight holes. Now at
the aft peak bulkhead and the aft machinery space bulkhead and
any water-tight bulkhead through which the shaft passes,
sighting plates are used. At these points the horizontal plate is
moved vertically up until the light line of sight is masked, a
horizontal reference mark is now made across the bulkhead. The
plate is moved vertically down until the light is masked and
another horizontal reference mark made, bisection of these two
lines gives the horizontal centre (see Fig. 6.1).
sight ho les say 800 I'm ma x. error 1·6 mm i e 1mm per say 40 m leng t h
elevat ion engine room

stern frame bulkhead forward bu lkhead
Er~J' ---'<- ,,"". .~ l ight

eyepiece
br idge pieces
rJi1
ho le sight ing
plate
end elevat ion
small
hole
I
t in
bulkhead
---==F=----,:=-;I\=---::-=:t=--"--'---""""'--
I \ br idge
SIGHTING BY LIGHT
Fig. 6.1
readings In mm> all Journal diameters equal

Intermediate shaft
target
+*-I--11:f-l-+hH'-H +--Ir- ford
bearing I intermediate
shaft
journals couplings
bearings No.7 No 6 No 5 No.4 No.3 N02 N01

scale 5000 5018 4992 498·0 497·9 4991 5000
difference 0 ' +1·8 -08 -20 -21 -09 0
1
~.
0
-- - "'8
08
....>--
20
-
2-1
09
0
c..
E
c
'"
-0
bearings - - +
crankshaft
target intermediate
target
\ I
telescope micrometers allow variation of =1-00 mm on perpendicular

crosslines but the radial markings on the telescope which are graduated
up to 25 mm diameter allow much greater misalignment to be read
directly from target Without uSing micrometers at all
SIGHTING BY OPTICAL TELESCOPE

Fig. 6.2
The same procedure is now repeated using vertical boards,

moved horizontally port to starboard, bisection of these two
lines gives the vertical centre. Rough bores are now bridged, the
centre is fixed temporarily with a tin plate and a small hole is
centred. Now from aft to forward a continuous light should be
SHAFTING 215
visible through all bulkheads, the reference circles can now be

drawn for exact boring. The exact borings are now made and the
ship is ready for the optical telescope checking (see Fig. 6.2) .
The optical telescope with eyepiece and cross lines, focus,
vertical-horizontal micrometer adjustments, etc., is set up in a
spherical mounting on a base with adjustment bracket
(magnification about 30 times). The assembly is mounted on a
spigoted plate and bolted into the aft end of the stern frame,
being an exact fit. The target which has circular, vertical and
horizontal markings is fitted into an adjustable spherical
mounting with a light. This assembly is fitted to a flange bracket
and set at the correct height and athwartships position on the
forward machinery space bulkhead.
The telescope is now adjusted vertically and horizontally until
the target is perfectly centred, this is now the line of sight.
Targets are now fitted into adaptor plates and placed with a tight
fit into all intermediate bores. The telescope is focused on each
in turn so giving any vertical or horizontal error, the telescope
should be refocused on to the line of sight datum after each
intermediate bore checking. Mirror targets can be used if it is
thought desirable to check squareness. Now a check is available
on the initial lining up which should indicate a close degree of
accuracy.
At this stage the sterntube, tail end shaft and propeller would
be fitted and the ship launched and taken to the fitting out berth,
or the stern frame may be blanked and these fittings made after
the launching. The intermediate shaft is now fitted right up to
the engine by using feelers at four points between the coupling
faces and chocking the tunnel bearings with hard wood blocks
on to the stools. The intermediate shaft is now ready for
checking with the telescope.
The line of sight for telescope and target is fixed at the
extreme ends, positioned at equal distances from the two journal
diameters by cups mounted on matched stands which are in
blocks strapped to the shaft. The target is usually mounted on
the first bearing in the tunnel and the telescope on the last
bearing before the tail end shaft, and so the line of sight is
established. Readings can now be taken for all intermediate
bearings by focusing on a lighted graduated scale held vertically
on each bearing in turn. A graph can now be plotted of any
misalignment and the chocking adjusted until -a true line is
effected. It is also advisable to check all journal diameters for
equality and also to take a horizontal alignment to ensure
correct port and starboard line. All tunnel bearings are now
permanently chocked and bolted down, coupling bolts fitted and

thrust block (if separate) fitted and bolted to place. The ship is
now ready for the engine fitting.
Crankshaft and Bedplate Alignment in Shops

The bedplate is first levelled up on the shop floor, usually
being in two parts, the whole assembly having been surface
planed and the main bearing gaps machined. The bedplate is
now lined up and rough chocked by the use of spirit levels.
Piano wires are mounted along the full length of the bedplate,
one port and one starboard, passing over end pulleys and
loaded. Micrometer readings between wire and the machined top
edge of bedplate are taken at say 1 m intervals, standard
allowance being made for the wire sag, and the bed plate chocked
up until a true horizontal reading is achieved. The bedplate is
now ready for optical checking.
The telescope is mounted vertically, standing on adjustable
tripod feet, the reference plane being obtained by mounting a
pentagonal prism under the telescope (with a micrometer
adjustment) and rotating it about an axis concentric with the
telescope, this prism deviates the line of sight by 90°. The flat
plane, being independent of gravity, is adjusted to pass through
three definite height targets on the surface and a travelling target
enables all other points on the surface to be adjusted to bring the
whole area into that common plane. The bedplate lining up is
completed by a set of readings through the bearing bores by
piano wire or light method, being checked by optical telescope in
a similar manner to the method previously described prior to
fitting sterntube and tail end shaft (see Fig. 6.2).
A dummy shaft is now used to bed into the lower halves of the
main bearing bushes, after which the crankshaft is bedded to
place. A set of readings would be taken on the shaft, as
described for the intermediate shaft, by optical telescope, the
engine would then be assembled, crankshaft deflections taken
and the test bed trial carried out. Before the engine is dismantled
a set of piano wire readings, port and starboard, would be taken
from the bedplate together with a recheck of crankshaft
deflections. If the telescope was used then optical readings along
the bedplate, port and starboard, would replace piano wire
readings and in addition a set of readings on the crankshaft
through the running gear would be taken, using the oil holes
through the bearing caps for the scales. The engine is now
dismantled to an extent whereby it can be easily transported and
lifted into place on board ship.
SHAFTING 217
The description given is somewhat elaborate, due mainly to

the two method description given, but it should be remembered
that if the engine setting in the shops is correct and a reference is
taken, then ship alignment is much simplified by simply setting
back to this correct reference alignment.
Engine to Shafting in Ship

The aft engine coupling is lined up to the forward thrust shaft
face coupling with feelers. Screw jacks to place and temporary
chocking between bedplate and tank top right the engine into
position . The engine is now chocked to the final test bed
readings taken before dismantling and the crankshaft
deflections taken. The holding down bolts or studs are either
fitted from a template set to the forward thrust block face or
fitted with the bed plate in place . As a complete check on the
whole integral setting of crankshaft and intermediate shaft the
use of the optical telescope is most advantageous . This also
allows a spot check on alignment without disturbing the shafting
at any time.
Unfortunately a complete sight from tailend shaft to forward
end of the crankshaft is usually impossible due to the ship
construction, as the height of sight required above the
crankshaft causes the line to foul the tunnel roof a few feet aft of
the aft engine room bulkhead.
Therefore the two lines of sight (l.o .s.), intermediate shaft and
crankshaft sights respectively, have to be used . These lines of
sight are extended to give as much overlap as possible. The
measurement differences at No .1 bearing and at thrust journal
should be identical, indicating parallel lines. Divergence from
each other indicates a gradient, i.e. mm/m length . To give
maximum overlap a tube may be welded into the hold above the
tunnel roof with a down tube to a bearing further along the
intermediate shafting. Fouling of lines of sight may occur at the
turning wheel, this can be overcome by slackening the halves and
reclining the wheel over whilst still exerting its load on shaft.
This completes ship and engine alignment. A typical set of
readings would be as plotted in Fig. 6.3 (opposed piston four
cylinder oil engine and shafting).
Aft End Installations

Such engined vessels do not suffer the same misalignment
effects due to the short rigid shaft length. There should be no
need to line the engine down for load variations, the engine
being lined exactly true, light ship, in the standard way. The
-
ttlt scopt da tum
targd N
NO.7 NO.3 NO.2 00
L'O.s
shafting ~
m
c
Vi
,+4,) +50 +4·5 om
o +1-3
Z
-08 shaft ing '1 0.s. graph . m
0' '7·5m ~
hor i zontal s cc le r-
m
Z
shaf t ing r ea di ng s I mm } c
8 7 6 5 4 3 2 I gland thrust 9188 eng int los . 915·0 :z
tn
5000 5008 498 '7 495 ·7 495·0 49 55 498 ·7 500 ·0 - 475·0
27·5 <t bear ings sa y f or over lnp mecsu rernent 'f m
:oc
~
=5025 412 5
0 -0 8 +1-3 + 4·3 +50 +45 +1·3 0 -2 5
tng int read ings ( m m ) ~
500~ . ~t t i n g lo s ~ ,_ ' 502:L1 Z
A B C 0 E th rus t No I graditnt o
~
94 6 '3- 418 ·8 412·5 r
915·0 914 ·1 913-7 914·0 914-5 915·0 1
27·5 rn
: 918' 8 7·5
0 +0 9 +1 3 +1 0 +0 ·5 0 -38 0·84 mm /m 8m
differ ence betwee n t hr ust shaft bta ring rad ius and
i nt er medl at t shaft bear ing r a diu s = 2 7·5 m m
all intt r medi a te shaf t bta r ing diamete rs equat and
all cr a nks haft Jour na l s equal dio me ter.
enla rged deta il of 10 s
SIGHTING IN SHIP
Fig. 6.3
SHAFTING 219
main problem with these vessels is that the large tails haft
weardowns allowed (8 mm plus) in say a 5 m shaft connection to
the engine, throws a heavy load on the aft end of the crankshaft.
These vessels are somewhat more prone to tail shaft and aft end
crankshaft failure. Very great care is advised in investigating
torsional vibration characteristics. To offset the weardown load
it is advisable to fit the tunnel and thrust bearings with fitted top
halves and it would be advantageous to limit weardown very
strictly. The alignment method is a more simple form of that
described (due to shorter shafting) but it should be mentioned
that even though the shaft length is small, alignment errors have
caused serious trouble in such a short rigid length. Slew effects
as much as 6 mm aft (crankshaft) to 18 mm forward
(crankshaft) with an engine hogged vertically 3 mm have
occurred in the past. Optical telescopes here allow a continuous
sight forward to aft over extreme ends which is most
advantageous.
Turbine Engined Vessels

The alignment of shafting is as described but the problem
here, from the engine aspect, is virtually one of two or three
turbine wheel shafts through pinions lined on to a large gear
wheel thence to the thrust block. In the past, alignment errors
have commonly reflected back through the gearing to cause
excessive pitting, scuffing, heavy wear, etc., on the second
reduction pinions. The turbine-gearing alignment was somewhat
complex involving long inside micrometers, much cross siting to
turbine stools and later to turbine wheel shafts, which with
piano wires and light methods made the process highly detailed.
In modern practice use of the optical telescope, together with the
pentagonal prism for line of sight deviation, allows cross siting
from a fixed standard flat reference plane (say horizontal
gearcase-turbine joint) to any number of points including height
checks of all bearings, making the gearwheel-turbines alignment
much easier. The gearwheel will have been. lined to the thrust
block face having previously checked by telescope through main
wheel bearings. The following points are worthy of
consideration:
(1) The lift of the shafts due to the oil film should be taken
into account.
(2) Due to the high rotational speeds of the turbines there are
precessional torque effects.
(3) The flexible coupling copes with a considerable degree of
misalignment.
(4) Turbine troubles, when they do occur, seem to persist and

invariably stem from initial mis-alignment or vibration
characteristic errors.
Pilgrim Wire Method

Reference has already been made to the use of taut (piano)
wires and some elaboration of this method is relevant. This
technique produces fairly accurate results especially in a
vibration free situation. For crankshaft aligment with five
cylinder engines and above, using telescope or wire methods, it is
usually necessary to remove one connecting rod to allow the
sight (or wire) to pass over the full shaft length. The alternative
is to take readings with an overlap across two central main
bearings, possibly at two different heights, and then adjust to a
common datum. Allowance for wire sag varies with wire
diameter and tension, an empirical formula is generally used.
For a wire of 0.5 mm diameter, tension 200 N, an approximate
expression is sag = V /29.25 where sag is in mm and L (half
length of wire) is in m. Interpretation of readings, and variation
with ship loading conditions, are as described for telescope
methods (Fig. 6.3).
A light method can be used in calibration. One pole of battery
is earthed and the other, in series with an indicator lamp, is
connected to dial indicator touch stylus. As wire is earthed the
slightest touch of stylus on wire causes indicator lamp to light.
CRANKSHAFT DEFLECTIONS
Excessive deflection of this form, in main or auxiliary

reciprocating machinery, i.e. variation of distance between
crankwebs during a full engine turn, causes dangerous bending
stresses in web and fillet between crankpin and web. This
deflection is indicative of true deflection, i.e. vertical hog or sag
measurement, thus the value of these deflections can be assumed
to be then dependent on two main factors for a given mass per
unit length (conn. rods, pistons, etc.).
(1) Distance between supports of shaft (i.e. main bearing
inner faces), as the further apart the supports the greater the sag
effect.
(2) Distance out from shaft centre line the measurement is
taken. This is usually close to the extreme edge of the web. For a
sawcut in a shaft the further one moves from the shaft centre the
greater the gap. The web's extreme distance and size of section is
usually proportional to the engine stroke.
SHAFTING 221
NO.5
bearing
\-0 0-
\<>0- S.
c:
\'(,. 3
\ ;;;
\ 3
3 NO.4
bearing
\
\
\
\
NO.3
bearing
\
\
\
\
\ NO.2
\ bearing
i
" "-,
\
I
" \
\
\
LV
<h
3
bulkhead
3 NO.1
\ bearing
\
\
\
scale 2·5 mm=lmm 3

e::J
'"
n-
to
";0 ::J
10
.... :i'
to
3
3
!!.
3
0-
S.
c:
3
SHAFTING ALIGNMENT VARIATION FOR DIFFERENT
SHIP LOAD CONDITIONS
Fig. 6.4
222 REED 'S GENERAL ENGINEERING KNOW LEDGE
Note:
Vertical deflection = 5 mgf41384 EI for a simply supported
uniformly distributed loaded beam .
Thus as a generalisation it may be said that crankshaft
deflection is proportional to total engine stroke and distance
between main bearing faces. On this assumption Fig. 6.5 has
been prepared. To illustrate its use:
Consider an engine of 1.5 m stroke and 1.5 m between main
bearing faces. From Fig. 6.5 allowable test bed deflections
(maximum) based on I m between bearing faces is 167 /tm,
therefore for this engine (1.5 m between bearing faces)
maximum initial deflection allowed is 250 /tm. Based on Fig. 6.5
as a rough approximation: Correct 70 /tm/l m stroke/l m face
distance (max. 118). Realign 240/t,m /l m stroke/l m face
distance (max. 330). A set of typical figures for a six cylinder IC
engine and the method of taking deflections is as illustrated (Fig.
6.6 and Table 6.1).
E
.
-"
e
'"
be sis 1m betwee n ma in btar ing f act s

for standard crankshaft ma ttr ia ls
250 500 750

deflect ion In
-6
I'm ( m x 10 )
CRANKWEB ALLOWABLE DEFLECTIONS

Fig. 6.5
SHAFTING 223
p----i-----s
I
I
I
I
I
x b Y
crank positions tor deflection readings
."'-~-_.-
bearing(
high "-
t>b
-~-_.-
effect of bearing mis-alignment

intermediate
bearing high
\ I
•
I
I
: t=b
L J:cranks
"
at
'b' position
DEFLECTION READINGS AND BEARING JiEIGHTS

Fig. 6.6
Stresses caused by static deflection are difficult to assess but

as a rough guide, each #tm crankweb deflection (which may be
somewhere about 1 #tm central vertical deflection) could cause a
bending stress of about 33 kN/m 2 •
It must be pointed out that specific figures must always be

treated with extreme caution and are only used for a general
picture and guidance. Some engine manufacturers fix maximum
deflection difference at -IOC #tm (smaller single acting types) but
opposed piston designs generally-cannot fix anything like such
close limits. A scale ratio for the latter is over 3:1.
Cylinder Number
Crank position 1 2 3 . 4 5 6
x 0 0 0 0 0 0
p. 50 20 60 -80 -30 10
t 100 30 120 -140 -80 40
s 50 30 60 -80 -60 30
y -20 20 -20 0 0 -20
b = (x + y)/2 -10 10 -10 0 0 -10
Vertical plane
misalignment (t-b) 110 20 130 -140 -80 50
Horizontal plane
misalignment (p-s) 0 -10 0 0 30 -20
Positive deflection when crankwebs open out.

Gauge readings in /tm (mm/I000l\.
High bearings-No. I (end) and between Nos. 3 and 4 cylinders.
TABLE 6.1
Interpretation of crankshaft deflections gives an indication of

high and low bearings. Before any check is made it is
advantageous to make sure the shaft is bedded into the lower
half i.e. use of feelers. Deflections should be used in conjunction
with optical telescope readings and weardown bridge gauges.
When a bearing between two cranks is higher than those on
either side of it, both sets of crankwebs will tend to open out
when the cranks are on bottom dead centre and close in when
cranks are on top dead centre, vice versa if a low bearing
between two cranks. The scale ratio between vertical bearing
heights compared with crankshaft deflections is often taken as
2:1 i.e. 0.1 mm change in bearing height produces 0.05 mm
change in crankshaft deflections).
SHAFTING STRESSES
Ratio of strengths of solid and hollow shafting; Consider a

solid shaft, diameter D.. compared to a hollow shaft, diameter
outside D 2 diameter inside d2 •
Strength solid Torque Solid (T.)

Strength hollow Torque hollow (T2)
where r is shaft radius

SHAFTING 225
as T = q " q is working shear stress maximum

J r " J is polar second moment of area
thus for the same working stress:
Strength solid = J ID 2 = 7rD: x 32D2
Strength hollow JJJI 32 x D I 7r(D:- d;)
Strength solid D'.D2

Strength hollow (D: - d;)
Consider a solid 360 mm dia. shaft of mass 5 x 1()3 kg and
compare this to a hollow 380 mm x 250 mm dia . shaft of the
same length, this has a mass of 3 x 1()3 kg.
Strength solid = 36()3 x 380 1.76
Strength hollow (38Q4 - 25(4) 1.66
i.e. approximately the same .
:. Approx. 40070 weight reduction for the same length. Hollow

shafting is however more expensive. Consider next the case of a
300 mm dia. shaft with a flaw detected 25 mm deep. Now shaft
power is proportional to torque:
I... = ~ and therefore T = 2Jq

.J r D
T = 2x7r[J4xq T = 7rIJ3q
Dx32 16
Thus power i torque t diameter?
Thus power reduction for 25 mm flaw:
Reduction ratio 25()3 = 1.56

=
3()()3 2.70
i.e. power reduction to about 58% of the original power.
Before considering the regulations appertaining to shafting
sizes for the various types of shafting it would be as well to first
build up a set of simple calculations for the various different
shafting lengths in {urn. Only the broad aspects will be
considered, much simplification and many assumptions being
necessary in order to clarify and present the results as a
reasonably simple picture.
Intermediate Shafting
This is usually involved in the first part of the calculation. The
shaft is subject to torsion, based on the required horse power
and taking a safe stress the diameter can be arrived at. The
couplings and coupling bolt dimensions can also be calculated.
The fundamental torsion equation T/J=qlr= G811 being the
basis for most calculation.
End thrust, from the propeller, is small in comparison with
other stresses and it acts on all the shafting. A thrust ahead of
about 500 X l()3N would only induce a compressive stress of
about 1.73 kN/m 1 , this can normally be ignored except where
such thrust is transmitted to the hull, i. e. at the base of the thrust
collar.
Bending stresses could really only arise from the ship
movements and alignment variation and the effects should not
be large.
Summarising then, one could say that the intermediate shaft is
subject to a torsional shear stress which influences the factor of
safety and hence resultant working stress, a slight compensation
would be allowed for end thrust (reversed), bending and possible
variations of torque due to propeller racing.
Thrust Shaft
Calculation is almost the same as for the intermediate shaft
but virtually no misalignment bending would occur in such a
short shaft length over a stiffened tank top. The thrust action on
the collar would require a thicker diameter at the collar root but
once clear of say the thrust pads the shaft could be tapered down
to the intermediate shaft diameter.
Propeller Shaft
The shaft is subject to torque and end thrust, as is the
intermediate shaft, but torque variations due to propeller racing
would be somewhat more fluctuating. In addition the shaft is
subject to a bending stress due to the propeller net weight in still
water. Assuming the propeller immersed in still water and taking
the loading as existing in Fig. 6.7. The weight, after allowing for
upthrust of water is say 45 kN, and treating as a simply
supported cantilever beam then the bending moment is mgl = WI
i.e. 45 x t:::: 33 kN m on the shaft where it enters the hull.
This is fairly appreciable but when the propeller rises out of
the water due to racing in heavy seas this value is increased
considerably, so it must be assessed -as a heavy, fluctuating,
largely indeterminate, bending moment.
SHAFTING 227
pr op
we igh t
dow n
max 9000
f
E
1\
1\
I \
I \
z I \
~ I \
~ I \
I \
.e
l...
induction tomp," I«xpan exh.
mean 11500 I' \1 I

,-,! ~ \1
\ I
,'''\1
I
l ength l
say 075m
'''w/ Tt\_.. . . . , /2Tt
L.1t 31t\ ... '
cran k angle rad lans--+
simp.le ana logy ---!Q..J1o int load . TM diaQram single cyl inde r 5 A
cantiloVei'tOr prop shaft bendong L. stroke Ie eng one
rna xrrnum piston
W down force 1 max 1050 0
near t dc
i
E
z
ma in main
bearing bear ing
jour na l journal
..
~
;m;~ •
1/2
1 1/2
~})",
simple analog 'C..!.Q.... Iloint load 55 beam
' \ '
'\'
t ,,/Tl'\
-;»: crank angle rad ians_
TM diagram for L. cylinder 5A
,
for crankshaft bend ing L. strokl! Ie l!ngone
SHAFTING STRESSES
Fig. 6,7
Coupled with the above it should be borne in mind that the

shaft is worked in a corrosive medium and there is a possibility
of direct contact between shaft and sea water, in spite of
precautions taken to exclude this possibility. Some authorities
consider that the fatigue strength of elements in sea water is 25070
of that for the same parts in air.
Summarising for this shaft, there is fluctuating, combined
bending and twisting, with a degree of uncertainty of
magnitude, together with end thrust and the possibility of
corrosive attack.
With these facts in mind the factor of safety employed is high,
usually over 12, The tail shaft may always be looked on as
228 REED'S GEN ERAL ENGINEERING KNOW LED GE
probably the weakest link in the machinery. Various types of

material have been used here, such as nickel and chrome
additions to mild steel, but the preferred material after much
experience is often still mild steel because of ductility, strength
factors and fatigue resistance. Tensile strength not normally to
exceed 540 MN /m z. Propeller shafts are withdrawn for
examination every two years (five years for those fitted with
continuous liners or oil type with special stress reduced keyways
or keyless or most c.p, designs).
Crankshafts
Consider the turning moment diagrams illustrated in Fig. 6.7 :
The maximum to mean torque ratio for the single cylinder IC
engine is 9.0:1.5, i.e. 6:1.
Two facts emerge: (1) the torsional shearing stress due to
turning moments of the engine is fluctuating, (2) variation of
maximum to mean torque ratio is high with IC engines. The
mean torque is the power transmitted to the drive per revolution
but the shafting sizes must be based on the maximum torque.
Next referring to the combined torque diagram it is seen that
for cranks at 11" rad, firing order 1, 3, 4, 2 the ratio is 2.5:1 which
is much improved in comparison to the single cylinder IC
engine . On this diagram only one revolution is considered and
the induction, exhaust, compression effects, etc. , for Nos. 2 and
4 cylinders, occurring during this 211" rad have been omitted for
simplicity, although the combined curve has taken them into
account. It can be seen that the addition of cylinders gives a
smoother turning moment and a reduced maximum to mean
torque ratio. However the main two facts are apparent in that
there is still torque fluctuation and the torque ratio is high for IC
engines. This analysis gives some idea of the torsional stresses
involved and the next factor to consider is bending.
It should be noted that the net or output available torque is
the summation of applied gas torque and inertia torque required
to accelerate or retard the moving parts, being a numerical
addition, due account taken of positive and negative torque
signs at any crank angle.
Mass of parts also needs consideration.
Referring to Fig. 6.7 we may consider the case for simplicity
as a simply supported beam with a central point load, this load
having a maximum value near tdc.
Consider an IC engine with 762 mm dia. cylinders and
maximum firing pressure of 5.5 MN/m2 then maximum firing
force is:
SHAFTING 229
W=1r/4xO.7621x5.5=2.5 MN
Assuming the simply supported beam case:

Bending moment = mgl = WI = 2.5 x It
4 4 4
= 0.833 MN m [833 kN m]
assuming distance between main bearing faces as It m, i.e. I.
The conclusions are: (1) a crankshaft is subject to heavy

bending loads, (2) the loading is very rapidly applied in the Ie
engine, being a form of impact.
There will be some slight end thrust on the crankshaft but in
comparison with bending and torsional stresses it is negligible.
After consideration of simple applications of stress to the
main shaft lengths a reasonable picture of the stress factors
involved should now be available and the necessary shafting
regulations or rules can now be considered.
SOME SHAFTING RULES

(Class I passenger vessels, minimum requirements)
Ingot steel for shafts and coupling bolts should have a U.t.S.
of 430-500 MN/ml, the couplings should be forged in with the
shaft or have the shaft ends hydraulically upset, separate
couplings may be ingot steel or steel castings.
Crankwebs for built up crankshafts should be ingot steel or
cast steel and shaft liners should be of bronze. All materials
should be subject to the required tests and treatment.
Intermediate Shaft (diameter d)

To comply with empirical formula based on theoretical
principles and practical experience. There is a separate formula
for each and every engine type, e.g. steam turbine, turbine-
electric drive, motor machinery (with all variations of number of
cylinders, firing intervals, type of cycle, etc.).
Crankshafts and Turbine Wheel Shafts

As above.
Crankwebs (built up shafts)

Thickness parallel to shaft 0.625 x crankshaft diameter,
thickness radialy around crankpin 0.438 x crankshaft diameter,

Webs should be - securely shrunk on to pins, shrinkage
allowance about diameter/625, dowels may be fitted .
Thrust Shaft
At collar root diameter to be 1.15d.
Outside collar root may be tapered down to d.
Sterntube Shaft
1.14d.
If any part of the shaft is in contact with sea water these sizes
are to be increased 21010.
Note: this is the case of a shaft passing through sterntubes,
which does not support the propeller weight (i.e. twin screw
bracket support).
(Clearance will be dependent on bearing type, lubrication
method, sealing design, hammering, etc .).
Propeller Shaft
This is the case of the shaft which supports the weight of the
propeller.
diameter w (d x c) + P/K
c :; 1.14
P :; propeller diameter in mm
K :; 144 if i. a continuous liner is fitted, ii. the shaft is oil
lubricated and sea water is excluded and iii. where the
shaft material is resistant to corrosion by the water in
which it will operate.
K :; 100 for all other shafts.
At the coupling, the flange may be tapered down to I .05d.
Stern bush
Of required thickness and of length four times the shaft
diameter inside bush (traditional types - less for modern
designs) .
Liners
Thickness from prescribed formula and shrunk or
hydraulically pressed on, without dowels. Shaft and liner joint
at all points must exclude entry of sea water and any cavity, i.e.
non fitting strip should be filled with a suitable composition.
SHAFTING 231
Couplings and Coupling Bolts

Coupling bolt, diameter from prescribed formula. Flanges of
thickness at least equal to bolt diameter (propeller shaft coupling
at least 0.27d). Fillet rad ii on shafts at diameter x 0.08.
Note: in all cases, shafting, couplings and bolts must provide
resistance to astern pull.
THE PROPELLER SHAFT AND STERNTUBE
Water Lubricated Type

A design for a 6 MW shaft output is detailed in Fig. 6.8 which
should be self-explanatory. The maximum weardown is best set
at 8 mm with the continuous liner to be examined every three
years. For twin screw vessels it may be regarded as advantageous
if the propeller shaft could be withdrawn quickly stern ways; a
coupling with this in mind is also shown in Fig. 6.8, it is more
costly and adds complexity. Some patent types utilise rubber
bearing surfaces but are not generally used for the larger shaft
sizes. Impregnated plastic resin compounds on plastic type bases
have been used successfully in place of lignum-vitae. One such
type is called Tufnol.
This is a thermo-setting laminate produced from cotton fabric
and phenolic resin as the main constituents. The fabric is
impregnated with the resin and the layers of this impregnated
material are pressurised under heat until the fabric laminations
are bonded into one sheet. This material gives uniform density ,
hardness and swelling together with good wettability and low
coefficient of friction plus an ultimate compressive strength
(flatwise) approximately twice that of lignum-vitae . A
coefficient of friction of 0.005 when water lubricated can be
achieved and short length-diameter ratios with a greater
continuous bearing surface could be designed at very high
loadings with this material. A water supply to the inboard end of
the bearing is essential and grease and oils should never be used.
The best method of fitting the sta ves and the most preferred
water grooves (UV type) are as shown in Fig. 6.9. The swelling
expansion due to water absorption is greatest in the direction
normal to the laminate and will not normally exceed 1 mm in 40
mm thickness. Diametric clearance is about 2 mm for 500 mm
shaft.
This material can be used for many other duties such as
general bearings, gears, resilient mountings, flexible couplings,
etc. Physical properties of a type suitable for tailshaft bearings
would be:
N
bulkhead w
N
"tl 4m
1/
:;0 wood "make up" ring
o cast iron tube 45 mm thick
/ cast iron gland
rilt""' bronze bush 30 mm thick
lignum vitae wood .
in halves
\
r- ;<l
t'!1
tTl m
:;0 tl
{/)
v;
::c ot'!1
~
Z
t'!1
;<l
2·2m ;l>
r-
:!1> keyway 522mm 812mm 838mm t'!1
Z
~z t
(depth'" breadth) dia. dia dia. c
0\0 t
(breadth == shaft dia) Z
...,
Co{/)
key bears only on sides
t'!1
t'!1
;<l
~ cast iron
bush flange Z
o
~
16mm csk. screws ?':
bronze bush to tube
ctl:l wood (76mm x38mm) check ring ~
~
bronze liner r-
tTl 16mm t'!1
water channels tl
~
tap bolts ot'!1
to bush
~tTl
shaft
:;0
'-'
part section on x-x check ring detail special coupling for outward
removal of shaft
SHAFTING 233
modern tailshaft key and keyway
1
---6 "UV" type
some tufno t sterntube stave types
ALTERNATIVE KEYS AND STAVES

Fig. 6.9
u.t.s. 62 MN/m2
Compressive stress (ultimate, flat wise) 290 MN/m2
Shear strength (ultimate, flatwise) lOO MN/m 2
Youngs modulus 7 GN/m 2
Impact value 1.08 mN
(Note the more modern type key shown in Fig. 6.9).
Oil Lubricated Type

This sterntube has been in use for many years. Various designs
are available but the same principle is apparent-seal the ends of
the tube with a gland and supply oil under pressure. Water
should be regularly drained off and in port the tube should be
N
\,U
.j:>.
- - - i -SUPPl Y from
"t' tI
.
Igravity tank
jO ai r and overflow
~ -to gravity tank
~ oil supply
y3WaY~OCk ~
t""' ttl
o
C.L- .
r;; ;
/'- - - -
r-- '~'
-/..0
~
.--+
to oil en
~
- hand storage
~ - test pump
en ~h ~ ,-,.:;T.Ii~ special seal (see detail) ~
~
'Tl'Tl
id~J....J ___ with water and oil drains ~
t'"
OQ'o-J ~
.> c
r ~
?'z . bolts
0° CI.°(~~~~;~~Val)
cover
~ shaft
"oZ
- ~ ~I~~Qe drive
~ ~ Iange
:><:
z f-. ~ -:... .~all

resistant
41
\ .._.
~
~
~ -~
~--~_.
rubber '- . . drain !;;
t:C
trl
••• bolt 8
ttl
tunnel_~~d
gland/'"
-
'0
C 1/2 view detail of one
in hal ves
'12
dnve r
view de tailpeof ofan
.
I cnver
holes
~2 view
'1 f
2'(and
. __a
deter
s~.al.
propeller en~Y gland sea !
!1pe of propeller end
gland seal arrernatlve
SHAFTING 235
emptied and drained. A typical oil tube is as sketched in Fig.

6.10. Weardown for the white metal should not normally exceed
2 mm to avoid hammering out and the period between
inspections is about six years . A highly resilient reinforced
plastic material is often used in place of white metal. It is
claimed to have superior load carrying capacity, high resistance
to fatigue and shock loading, with good lubrication properties.
Stern tube seals, with oil lubrication, have also tended to use
rubber rings increasingly. Fluoric rubber (Viton) with additives
has been shown to be more effective than nitrile butadiene
rubber for seal rings. In these designs four seal rings are usually
located in the support housing aft with oil pressure supply to the
middle chamber. Two similar ring seals, with oil feed between,
are arranged in a floating housing at the forward end. Ceramic
coated liners can also be used.
Withdrawable Stern Gear System

The advantage of this arrangement is that inspection, re-
alignment or repair can be carried out quickly with the ship
afloat and without the need to disturb the propeller or uncouple
the shaft. It can be used with fixed or controllable pitch
propellers, flange or cone mounted, and with most types of seal.
With the bearing (split in halves) withdrawn the propeller and
shafting weight is supported on a ring permanently secured to
the sternframe. The overall layout is similar to Fig. 6.10 but
there is an integral tube-bearing, split in halves , which is fitted
(or removed) from inboard-see Fig. 6.11.
The whole unit, including the outer seal, can be moved along
the shaft inboard for inspection. Note also the more modern
practice of hydraulic floating a keyless fit (taper 1:30) with
. advantages of simplicity and reduced stress factors. Closure is
with a hydraulically tightened nut. The unit is generally more
costly than the conventional design. Short, large diameter (1300
mm) spherical SKF roller bearing units are available capable of
inward withdrawal. Connection between intermediate and
propeller shaft is by SKF oil injection coupling and standard
inner and outer seals are used, clearance would be about 0.8
mm.
Alternative Stern Gear

The tendency to fit increasing diameter and weight propellers
(in excess of 70 tonnes), so as to drive very large vessels with low
revolutions to give higher performance, has made increased
shaft flexibility and reduced bending moments very desirable
features. This has been achieved in the design illustrated in Fig.

6.12.
outer carrier
seal ring
WITHDRAWABLE STERN GEAR

Fig. 6.11
The propeller has its own self contained bearing and the drive
torque shaft is more flexible. Hollow helical (spiral spring) roller
bearings are used giving differential radial expansion allowance
and flexibility to shock loading-plain outer races allow shaft
axial movement. Note the flanged connection to the propeller
boss-this is simple and trouble free but it requires a special
(muff) coupling at the inboard end to allow withdrawal aft.
Such a coupling is shown in Fig. 6.9-astern thrust resistance is
increased with an inner nut. A similar design to Fig. 6.12 is
available utilising a plain bearing inside the propeller boss in
place of roller bearings. If shaft withdrawal inboard is essential
a cone and taper. with nut arrangement can be used to secure a
flanged coupling for bolting to the propeller boss (to replace the
flange detail as sketched in Fig. 6.12).
rolle r oil stee l labyrinth

bearing space sleeve gland seal
ALTERNATIVE STERN GEAR

Fig. 6.12
SHAFTING 237
Propeller
Consideration deserves special attention and this is best
achieved by reference to a work on naval architecture for
propeller design, pitch theory, etc. However, the increased use
of controllable pitch propellers requires some knowledge of the
principles involved .
Controllable Pitch Propeller

Use of these propellers has increased with the greater use of
unidirectional gas turbine and multi-diesel drives and bridge
control. Engine room (or bridge) signal is fed to a torque-speed
selector which fixes engine speed and propeller pitch-feedbacks
apply from each. Consider Fig. 6.13:
Input
blad£ signa l
ro tat ion
+I
ahead as tern
I
thrust thrust
I
I
t hrust piston tube annulus 5 C 0

rod
CONTROLLABLE PITCH PROPELLER

Fig. 6.13
The input fluid signal acts on the diaphragm in the valve

housing and directs pressure oil via one piston valve through the
tube to one side (left) of the servo piston or via the other piston
valve outside the tube (in the annulus) to the other side (right) of
the servo piston. Movement of the servo piston, through a crank
pin ring and sliding blocks rotates blades and varies pitch .
The feedback restoring signal, to restore piston valves to the
neutral position at correct pitch position, is dependent on
spring(s) force (i.e . servo piston position) which acts to vary the
orifice (0) by control piston (c) so fixing feedback pressure
loading on the pilot valve (p) in the valve housing. The central
part of the tailshaft includes a shaft coupling and pitch lock
device (not shown). Emergency local pitch control,

communication/alarm systems and fail-safe (navigable ahead
pitch) are required.
SHAFTING ANCILLARIES
In case of engine breakdowns it is usually advisable to fit a

shaft friction brake at the first coupling from the propeller shaft
so as to allow engine examination with safety. In case of towing,
after breakdown, a trailing collar working on a tunnel bearing
face is often fitted to allow shaft disconnection and reduce
propeller resistance by allowing idling. Under normal conditions
the collar is set about 18 mm clear.
The Torsionmeter
The first requirement is the determination of the shaft power
(shaft kW or shaft MW) constant from a shaft calibration, a
typical calculation would be as follows:
A shaft of 300 mm dia. and 6.5 m long is rigidly clamped at
one end and the free end has a clamp and lever, applied to which
loads can be added at a radius of 3 m. A load force of 222 kN
produces an angle of twist of 1 degree.
shaft kW 27rNT if T in kN m
6.284 X Nx 222 X 3 in this
example,
shaft kW for 10 twist 6.284xNx666 in this example,
shaft kW for ()O twist 6.284xNx666xO for any case,
4180xNxO
shaft MW 4.18xNxO
:. the meter or shaft constant = 4.18
Thus knowing the angle of twist in degrees for the given shaft
length the shaft MW for the given rev/s can be determined. The
requirement then for the torsionmeter is to measure the angle of
twist in degrees between two points the correct datum length
apart.
There are four types of torsionmeter:
(1) Mechanical-gearing set from shaft with a differential screw

reading device-this is not popular as wear immediately gives
errors.
(2) Acoustical-the pitch of a note from a vibrating wire varies
SHAFTING 239
flange face
attached "-
Ish~ft
c xrs
primary
.,-circuit
to cores " (full lines)
~i -- ------,l
shaft unit
air gaps
altered by -r-- 0-
torque : r- .: ' :.. .,
f la nge face
attached
»: - ~-:"-==:di n:::' -:"'-: :' ---:'. . ~~SliP rings
to iron piece
11 :
I
I on shaft
I thus
: I secondary
interupters
/\ 1
I
J i
t-'circuit
(dotted lines)
~ f r-<j>;-.J
i :-t::' galvanometer
r- ----...J I
I I
I I
r-----~ I
I I
ind icator unit I r------- ------., I
air gaps I L _ J I
I _ I
altued by L_ -. ': J
micro screw
ELECTRICAL TORSION METER

Fig. 6.14
with the torque (tension produced)-not popular at present as

difficulty of cyclic variations.
(3) Optical-lag of a light flash is indicative of twist-simple but
tends to give average value over a range of revolutions, no
indication of cyclic variations.
(4) Electrical-variation of transformer air gap due to
twist-possibly most accurate and popular. The electrical type
will be briefly considered (Fig. 6.14).
Two sleeves rigidly fixed to shaft having flanges at 1800 to the
shaft axis, twist causes relative displacement between the
flanges . Two cores are attached to one flange and the iron piece
to the other so that relative movement between flange faces, due
to shaft twist, alters the air gap of the differential transformer.
The primary circuit is wound to give the same polarity and the
secondary circuits are in opposition, the provision of a motor
driven interrupter to give ae supply is required if de mains. With

no torque the air gaps are equal and the two secondary circuits
are equal and opposite, but when torque is applied air gaps
become unequal and a current flows in the secondary circuit
which can be read on the galvanometer. An identical unit is
fitted in the indicator box and by rotation of the handle the iron
stato r
.--
4-
shaW
stops
~
\
deadweIght add.d
t
counter we iqht s
end ele va tion
sto t or .....---...l
I
•
rotor
rotor
water inlet
channe l -~,-1l~~YJ
water
inl et -~,-ll~'tI1l'YJ
,
oval cells
support for subdivided
trunnion on at 45° thus
ball race
.r-rxm'".
v., -,.'
part plan
part eleva t ion
DYNAMOMETER PRINCIPLE
Fig. 6.15
SHAFTING 241
piece can be moved until the air gaps in the indicating unit are
identical with those of the shaft unit. This restores the electrical
equilibrium in the secondary circuit, as opposed equal currents
the galvanometer reads zero, and the amount of movement at
the indicating box dial is indicative of the angle of twist
restoration required and hence gives the angle of twist for the
length of shaft between the two flange faces in the shaft unit.
By application of the meter constant and rev/s the shaft MW
is thus determined.
The Dynamometer
Consider the hydraulic type as sketched in Fig. 6.15.
The engine under test drives the shaft to which the rotor is
directly coupled. The shaft bearings are inside the casing
containing the stator which is free to swivel on trunnion
supports.
Each face of the rotor has pockets or cells of semi-elliptical or
oval cross section divided from one another by oblique 45°
vanes, the stator is similar. Water enters at the stator inlet
channel, entering between 45° vanes and passes into rotating
rotor. The water is constantly circulated around the cells in a
vortex action so the torque is transmitted from rotor to stator
via the water. This torque tends to turn the stator, this action
being resisted by a load measuring device so that the resisting
torque will equal the applied torque and is thus being measured.
Shaft power = Torque applied by weights x 27rN
For testing in both directions of rotation two rotors are provided

one used astern, the other ahead.
In modern practice the load measure devices are much
simplified by use of levers. In some designs resistance to motion
is caused by a measurable electrical field coil resistance which
causes variation of eddy current resistance to rotor rotation, in
place of the hydraulic resistance.
The Thrust Block

Modern types of work on the Michell principle . The thrust of
the collar is transmitted through the oil film and pads to the
casing. The white metal surface would be more likely to yield
than the oil film at pressures as high as 500 bar (compressive
yield of white metal say 560 bar = 56 MN/m 2) .
The oil scraper bears on the outer periphery of the thrust
collar and delivers oil to the reservoir-stop from where it
~~~~~~~~~Sj~OUrnal
collar
bear ing
pad------7---tlt liners
support
cast ing
horseshoe
CI.
seatchocks
ing- :~~~!!!~E~~~~~~!~~B
top on stool
supported
from T. T. by
close pitched
forward and
aft and . '
athwart ships block
plates
indicator
r---- J- - . ------
:
l..
I' ,..-,
....-.....
!
liners 'i:', •I
r eli ef I
·- to. I
suct ion I
I
I
hand pump
~
THRUST BLOCK
Fig. 6.16
SHAFTING 243
cascades on to the pads and bearings. The pads fit radially in the
inverted horse shoe castings, pads being secured
circumferentially by the stop . The castings back on to liners so
ensuring location in fore and aft direction and fixing the
clearance, which can be adjusted. The radial pivot line on the
pad back varies from half to two thirds of the pad width from
the leading edge (see also Fig. 6.17).
the pivot line shou ld
~ ~ ~
t heoret ica lly be near er the
outlet edge t o coinci de w ith
oi l the point of max imum
~7)m:,:~));Jl
pressure, in prac t ice a
wedge centra l pivot i s often
sat isfactory.
I support I in place of a pivot line ,
I I a pivot hardened st ud is
I I commonly used e"pe cially
I I on sma ller types .
I I
I I
I I
: I
I I
pivot line
Fig. 6.17
The lower half casting acts as an oil reservoir sump , being
provided with oil level gauge glass and a cooling coil. The total
oil clearance is approximately I mm for say a 500 mm diameter
shaft. The wedges at base have a slow taper of about 20 mm/m
and act to relieve the holding down bolts of shear. The floors in
the double bottom tank below the thrust stool are closely
pitched. Clearances are measured using wedges or hydaulic ram
movement.
Michell Thrust Indicator

The standard block is modified so that a cast steel shoe is
replaced by a forged mild steel one having a number of holes in
the back making up interconnected oil cylinders, A hand pump,
pressure gauge, piping and relief valve are provided. Under oil
pressure from the hand pump the internally formed pistons
move forward so transferring gradually the thrust load from the
liners to themselves, the thrust shoe now floats on pistons and
pressure is read on the gauge. When half the axial clearance has
been traversed the relief valve lifts so preventing over pumping.
Astern thrust could be measured by a duplicate on the other side
of the collar. The piston loading pressure is about 175 bar.
Ball and Roller Bearings

Wherever rolling friction, as with a wheel on a road, is
substituted for sliding friction, as with a pin rotating in a
journal, the frictional effects are much reduced. Such bearings
are expensive, require minimum grease lubrication, must be
sealed from dirt entry and grease escape and once overloaded are
rapidly destroyed. However they are shorter, allow more
accurate shaft centring (negligible diametric clearance), have a
virtually constant coefficient of friction of about 0.003 at all
speeds (a journal bearing cannot match this figure until high
speed film lubrication exists) and can be self aligning. Simple
sketches of three types of ball bearing are given in Fig. 6.18,
similar types of roller bearings are available, their main
advantage being that greater bearing loads are possible for a
given diameter.
hardened steel
/'h'/'/~II"-out"' rcce in
. hous ing w ith
sea ls
ha rdened st..1
balls suppor t ed
in li ght cage
f or sepa rat ion
I and sp acing
+-
I har dened steel
sel f align ing
inner race
"=d=~..... on shaft doub le row
sing le row
ba ll bearing
en d thrust support
Single row
BALL AND ROLLER BEARINGS

Fig. 6.18
SHAFTING 245
SIMPLE BALANCING
This is a complex subject closely related to vibrations. Only

some very simple fundamentals are discussed at this stage, these
points could be expanded a little further as a motorship problem
when considering Ie engines with reference to firing order, etc.
,
r" I
--~b-- d
b
i ~"®
o o
, - - - -;ngi~ - - --..,
i p I
elevation
f
at,
i t -------1 x If
lor
d
\
I I
\b IL P ..JI
E \
\
\"
'8 I
'-~
A X 8 c Y 0
a I I
I
~
i c I
I d !
v
I
I
I
I I
o
SIMPLE BALANCING
Fig. 6.19
Single Revolving Mass (Fig. 6.19.i)

An unbalanced mass m at radius r, to balance introduce an
opposite mass, B at radius b, in the plane of rotation such that:
Bw2b = mw2r
i.e. equal centrifugal force effects .
Bb=mr
Several Revolving Masses in One Plane (Figs. 6.19.ii and
6. 19.iii)
Draw a mass moment (actual mass x radius) polygon and
closing side give Bb magnitude and direction.
(from od on Fig. 6.19.ii)
Several Revolving Mases in Different Planes

(Figs. 6.19.iv, 6.19.v and 6.19.vi)
A couple is a tendency to rock the shaft in its bearings in the
form of an end to end turning moment.
Magnitude of the couple shown=Px(see Fig. 6.19.iv)
Proceed as before and draw the mass moment polygon to find
the unbalance mass moment as in Fig. 6.19 .ii, Assume it is
necessary to add say two balance masses, having equivalent mass
moment to that found, for convenience at say X andY, i.e. one
big mass to a particular point may not be convenient so the mass
is split up (see Fig. 6.19.v and 6.19.vi). These two masses are
also in different planes.
By using one of the planes , X or Y, as a fixed reference it can
be fixed and then ignored, having no moment. Then a couple
polygon or a tabulation is drawn for the other position. Thus the
masses, radii and location of the planes for balance are
determined.
Inertia Force of a Reciprocating Mass

F=Fp+Fs+ .
i.e. primiary + secondary + ..
extended to further orders such as 4th, 6th, etc.
Fp ecma cos 0
Fs~ rna cos 20ln
m refers to the mass of the reciprocating parts, a acceleration of

crosshead, n ratio of connecting rod to crank length, and 0 the
crank inclination to Ide. A Single revolving mass cannot totally
balance a reciprocating mass . However partial primary balance
can be attempted with the object of shifting the form of the
unbalance to a more acceptable condition.
SHAFTING 247
masses are often considered as the line of

stroke component of equal mass at the crankpins. A force
polygon (mass moments) on revolving forces can then be drawn
and also a couple polygon, for each of primary, secondary, etc.
Where possible, couple balance for some IC engines can often
simply be arranged (for an even number of cylinders), by
arranging one half of crankshaft asa mirror image of the other,
firing order say I, 3, 4, 2 (4 stroke).
SIMPLE VIBRAnON
General Vibration
This subject is a compromise between complex mathematics
and practical exprience and only the most bare outline is quoted.
There are three modes of vibration, transverse, longitudinal
(axial) and torsional.
Every vibration problem reduces to the solution of an
equation of forces:
Inertia + Damping + Spring + Exciting = 0

Each force may be modified, i.e. changing the size to alter
inertia, providing oil type dashpots to amend damping, altering
shaft stiffness to vary spring force and varying amplitude or
frequency of an engine exciting force.
Consider the alternating current electrical analogy. For a R,
L, C series circuit at a particular frequency if) the inductive
reactance XL equals the capacitive reactance Xc. In this case the
circuit behaves as a purely resistance circuit, i.e. impedance
equals resistance and current 1= VIR following Ohms law. The
condition gives maximum current flow and the circuit at
resonance is called an acceptor circuit (for a R, L, C parallel
circuit it is rejector at resonance).
In the mechanical system the behaviour is identical with
inertia, damping and stiffness terms in place of inductance,
resistance and capacitance. Resonance here gives severe
vibratory forces and stresses. Resonant frequencies in electrical
systems have their equivalents as critical speeds in mechanical
engine systems. Variations to amend the four force terms given
earlier can cause a critical speed to be moved away from a
particular running speed.
Note the electrical resonance curve given in Fig. 6.20.
Transverse Vibration
This occurs in the athwartships direction with large
reciprocating engines . It is' usually due to cylinder pressure
forces and inertia forces giving a resulting couple about the
engine crankshaft centre line and through the guide shoe.
Propeller torque variations can increase or decrease this couple.
The usual solutionis to stay the engine to the hull with lateral
stays. Such stays must be connected to the hull by pins that
would shear if the hull was distorted in collision. The hull
attachment must be rigid, transverse deck beams are best. The
stays must provide adequate and even stiffness to raise the.
resonant frequency above the service rev/so When dealing with
resonant frequencies inside the running range great care is
required as minor stiffening can make the vibration worse .
Doubling resonant frequency can quadruple exciting forces
within the running speed .
+--- -
I
v
R -------
f-
TRANSVERSE VIBRAnON RESONANCE CURVE

Fig. 6.20
Such vibration of the order of 1 mm can cause failure.to pipes

and welded joints as well as being most unpleasant in machinery
and accommodation spaces. The rocking tendency can be seen
from Fig. 6.20.
SHAfTING 249
Axial Vibration
Some axial movements of amplitude ± 2.5 mm have been
noted, a movement of ± I mm can quite easily introduce crank
bending stresses of 28 MN/m 2 • Invariably these movements are
propeller excited occurring as say 4th order vibrations (8
vibrations per second at 2 rev/s of shaft). In this respect a 4
bladed propeller is causing the axial vibration with 2 blades
passing the aperture every t rev giving an axial pulse, the
introduction of 5 bladed propellers and more rigid thrust
seatings have done much to reduce such amplitudes of vibration.
Some experiments have been tried to utilise the principle of the
Michell thrust indicator to introduce a dashpot damping effect.
Torsional Vibration
A node is a point at which the shaft is undisturbed by
vibration, i.e. at the node the shaft can be imagined as clamped,
the sections at each side vibrating opposite in phase but with the
same frequency. One node gives one mode of vibration, two
nodes two modes, etc., most shafting systems can be simplified
to a one or two mode form, i.e. first or second degree of
vibration as at least a first assumption. This means for
calculation the shaft system is considered as a 3 mass system,
engine in one, flywheel and propeller.
Only one serious critical occurs in the running range usually,
for aft end installations commonly above the maximum
revolutions and for midship installations commonly below, this
being a broad generalisation. The two node form is usually the
decider in crankshafts, 9th order, 2 mode, at 18 vib/s (2 rev/s)
whilst the one node is usually the decider in intermediate
shafting 2nd order 4 vib/s and 4th order 8 vib/s, I mode .
Detuners and Dampers

The object of the forward flexible flywheel (detuner)
sometimes fitted is usually to shift the node to the crankshaft
centre and reduce vibration. This flywheel causes a variable
stiffness with the torque variation and hence causes a change of
natural frequency as load changes . Any tendency to build up
torsional vibrations is reduced by frequency change and the
amplitude settles down to a value below that of a rigid system.
Thus this is really a flexible mass addition to the system which is
self adjusting. Referring to Fig. 6.21.B and 6.21.C it is seen that
the spring is supported over a long span at full loads and a short
span at overloads. The spring connects the drive to the driven
mass, which is thus floating.
Torsional vibratory stresses investigated for a motor ship may

appear as in Fig. 6.21.0.
/- '"
I
\
/ ..........
spring
normal
I
/
... -- -- -
I ...------....,
\
\
..... _- --
overload
CD
I service
I /rev/s
I
I
arithmetic sum of 3 node
21 6th Ond7thorctuC - - - - - -
i::: 14
~VI
IN I
I
N
I I
E
Z7 ,., II I
::li: , I '9 I
/
I I \
I
I
I
I I
1·83 2·0
VIBRATION CHARACTERISTICS (TORSIONAL)

Fig. 6.21
SHAFTING 251
Torsional Vibration Damper

A vibration damper will dissipate energy given to the system
by exciting forces. This energy would otherwise be absorbed and
appear as either strain energy at the nodes or kinetic (velocity)
energy at the antinodes. Shown in Fig. 6.22 is the diagrammatic
principle of a 'Holset' type of damper in which the damping
fluid is between the driven casing and revolving mass. Such a
damper may be fitted at an antinode.
Torsional vibration eliminators often utilise damping and
detuning, for example in magnetic slip couplings, spring and
centrifugal friction coupling or clutch drives, etc.
I - - vibrating
x x outer co sing
x f--viscous
x x fluid
x
x x
engine
- ---- f--
d rive
x x
x revolving
x x mass
x
x x
/
TORSIONAL VlBRAnON DAMPER

Fig. 6.22
Torsional Elastic Curves

Fig. 6.23 illustrates a four cylinder engine flywheel and
propeller system which as a first simplification can be reduced to
a three rotor torsional system as shown. For known moments of
inertia the critical speeds can be evaluated, the elastic line is
drawn to represent the amplitude of vibration on a length scale.
Intersection of elastic line and shaft axis gives the position of the
node or nodes depending on the degree of vibration, i.e. a single
rotor placed at N, or two rotors placed at the two positions
shown for N. Higher degrees of vibration exist.
Aft Engined Vessels

Modern vessels have higher powers hence grvmg greater
magnitude exciting forces. Welded structures give less damping
than riveted structures. Propeller excited forces are usually the
result of insufficient hull-propeller clearances and incorrect
blade form. To cause hull vibration the excitation force would
act on or near the antinode. The main antinode is usually at the
aft end so that large aft engined reciprocating units are most
prone to vibration effects, i.e. large motor tankers.
:::::::===========:::::::==f:::"~
pr opetter
1==- r-Tl
. . . . in- ....... -- -
d. degree __
(2 nOde)
TORSIONAL ELASTIC CURVES

Fig. 6.23
SHAFTING 253
TEST EXAMPLES 6
Class 3
1. How is alignment of a crankshaft checked, does the loaded
condition of the ship have any effect on alignment?
2. What are the forces on a diesel engine crankshaft and are
these forces uniform along the length of the crankshaft?
Give reasons for your opinion.
3. What is the purpose of putting a thrust bearing between
the main engine and the propeller? How is the thrust
bearing cooled?
4. Explain how a variable pitch propeller operates.
TEST EXAMPLES 6
Class 2
1. With reference to keyless propellers explain:
(a) why keys and key ways have been eliminated,
(b) how angular slip is avoided,
(c) why mounting upon and removal from a propeller
shaft requires a different technique than that
employed for propellers with keys.
2. (a) Sketch a coupling enabling external withdrawal of
propeller shafts.
(b) Give a general description of the coupling.
(c) Give one advantage and one disadvantage of this
coupling compared to the solid flange type.
3. With reference to controllable pitch propellers:
(a) explain why the blade attitude, assumed upon
control failure is considered. safe,
(b) describe how the 'fail safe' feature operates,
(c) state how the ship can be manoeuvred when the
bridge control is out of action.
4. (a) Describe how unequal loading of main
transmission shaft bearings may be partially
corrected at sea.
(b) Suggest, with reasons, what remedial action
should be taken upon arrival in port.
(c) State the indications whilst at sea, that unequal
loading of such bearings exists.
SHAFTING 255
TEST EXAMPLES 6
Class I
1. Describe how alignment of shafting between engine and
propeller shaft is checked with the vessel afloat.
State how alignment is corrected in the case of
appreciable hull deflection.
2. (i) Make a simplified sketch of the operating
mechanism for a controllable pitch propeller.
(ii) Describe briefly how pitch is altered in accordance
with telemotor signal.
(iii) State what 'fail safe' feature is incorporated into
the logic of the mechanism.
3. Identify the defects to which propeller shafts are
commonly susceptible.
Explain bow propeller shafts are surveyed in order to
detect these defects.
4. (a) Sketch a 'muff' (flangeless or sleeve) coupling for
connecting adjacent lengths of main transmission
shafting.
(b) Describe the manner in which the coupling is
mounted on and transmits torque between the
adjacent lengths of shafting.
(c) State how astern thrust is accommodated by the
coupling.
CHAPTER 7
REFRIGERATION
The field of refrigeration is large and varied, much expansion
and development having taken place in recent years.
In view of the introduction of new plants such as air
conditioning, completely automated main and domestic units,
etc., it has been considered advisable to concentrate on accepted
modern practice.
BASIC PRINCIPLES
Ice-Water-Steam Phase Changes

Most refrigerant vapours have similar characteristics and
properties to steam except that they have a much lower boiling
point. Consider changes that occur when 1 kg of ice at say
- 23°C is converted into superheated steam at say 1.013 bar,
200°C.
These temperature-heat energy changes are best illustrated
graphically (Fig. 7.1).
(1) Heat added to raise the temperature of 1 kg of ice at - 23°C
to O°C= 1x2.094x23=4M.2 kJ.
(Specific enthalpy, of solid ice is -48.2kJ at -23°C i.e. hi)
(2) Heat added for fusion of 1 kg of ice at O°C to 1 kg of water
at O°C= 1 x 333 = 333 kJ.
(Specific enthalpy of fusion, for ice is - 333kJ i.e. hie)
(3) Heat added to raise the temperature of 1 kg of water at O°C
to saturation temperature (i.) 419.1 kJ. At 1.013 bar,
f.= 100°C and hj=419.1 kJ. (Tables).
(This is liquid specific enthalpy, for water).
(4) Heat added for vaporisation of 1 kg of water at 100°C to 1
kg of steam at 100°C (i.e. constant f.)=h j,=2256.7 kJ
(2.257 MJ). (Tables).
(This is specific enthalpy of vaporisation, for steam).
(5) Heat added to superheat 1 kg of steam from 100°C (f.) to
200°C (f) = 299.2 kJ. (Tables).
REFRIGERAnON 257
sup steam
t \
200 -----------------------------
i
u
o
~ ts
::> 100---------------_-------,4
..
~
a.
..
E•
26758
hg
4191 22567 2992

hf
Ice heat supplied k J _
ICE-WATER-STEAM PHASE CHANGES

Fig. 7.1
(This is specific enthalpy to superheat, above dss).

Degree of superheat=(200-100)= 100°C.
(6) Heat added to change water at O°C to dry saturated steam
(dss) at 100°C = 2675.8 kJ (2.676 MJ). Also see Tables.
(This is specific enthalpy (h g ) for dry saturated steam
vapour.)
The given diagram should clarify the use of terms like specific
enthalpy of vaporisation, superheat, etc., used at a later stage
when considering the refrigerants. Normally if the specific heat
capacity (cp ) is constant (with temperature), specific enthalpy
with no phase change is given by:
Heat exchange Q = m cp (t1- tl), m is the mass.
The datum for water is taken as O°C (273 K), due to the phase
(state) change at that point, but for refrigerants it is often taken
at - 40°C, this having no significance apart from the fact that it
reduces the use of negative heats (absolute zero and the Kelvin
scale does the same).
Note,
The preferred term for heat energy (liquid or vapour) is
enthalpy. Heat/kg, as energy, is specific enthalpy (the specific
heat capacity of ice is 2.094 kJ/kg and the specific enthalpy of

fusion of ice is 333 kJ/kg).
A subcooled or undercooled liquid is a liquid existing at a
temperature lower than the saturation temperature for that
pressure whilst a liquid exactly at saturation temperature is a
saturated liquid, e.g., water at atmospheric pressure is a
subcooled liquid at 77°C and a saturated liquid at 100°C.
Wet saturated, dry saturated and superheated vapour refers to
the degree of heat saturation, wet vapour has dryness fraction
(or quality).
Specific volume is volume occupied by 1 kg of liquid or
vapour in m3 (reciprocal of density).
REFRIGERANTS
Desirable Properties of a Refrigerant
l.Low boiling point (otherwise operation at high vacua

becomes a necessity).
2. Low condensing pressure (to avoid heavy machine and plant
scantlings and reduce the leakage risk).
3.High specific enthalpy of vaporisation (to reduce the
quantity of refrigerant in circulation and lower machine
speeds, sizes, etc.).
4. Low specific volume in vapour state (reduces size and
increases efficiency).
5.High critical temperature (temperature above which vapour
cannot be condensed by isothermal compression).
6. Non corrosive and non solvent (pure or mixed).
7. Stable under working conditions.
8.Non flammable and non explosive (pure or mixed).
9.No action with oil (the fact that most refrigerants are
miscible may be advantageous, i.e. removal of oil films,
lowering pour point, etc., provided separators are fitted).
1O.Easy leak detection.
11.Non toxic (non poisonous and non irritating).
I2.Cheap, easily stored and obtained.
Refrigerants
Three vapours are:
Freon 12 (CCI"F2) (Dichlorodifluoro Methane)
Carbonic Anhydride (C0 2) (termed Carbon Dioxide)
Anhydrous Ammonia (NH3 ) (termed Ammonia)
REFRIGERAnON 259
Many other refrigerants are available, the Freon family

(halogenated hydrocarbons) being very large.
No refr igerant has all the desirable properties, each one
having various advantages and disadvantages. Ammonia and
carbon dioxide are not now used; they are included here to
illustrate properties so as to allow comparisons to be made.
PROPERTY CC/,F, CO, NH,
DISCHA RGE PRESSURE, bar 7.4 72 11.7

SUCTION PRESSURE. bar 1.8 23 2.4
CRITICAL PRESSURE, bar 40 73.8 113.7
CRITICAL TEMPERATUR E, · C 112 31 133
SPECIFI C ENTHA LPY OF LIQUID, kJ/ kg,
AT -WC 22.3 48.9 112.4
SPEC IFIC ENTHALPY OF VAPOR ISATION,
kJ/kg, AT -I S· C 158.7 274.7 1314.2
SPEC IFIC ENTHA LPY OF VAPOUR, kJlkg,
AT -lS ·C 181.0 323.6 1426.6
SPEC IFIC ENTHAL PY OF LIQUID , kJ /kg,
AT 30·C 64.6 193.8 323. 1
SPECIFIC ENTHAL PY OF VAPOR ISATION,
kJlkg, AT 30· C 135.0 63.1 1145.8
SPECIFIC ENTHA LPY OF VAPO UR, kJlkg,
AT 30·C 199.6 266.9 1468.9
SPECIFIC VOLUME OF LIQUID, m'/kg 0.0007 0.001 0.0015
BOILING TEMP ERATUR E, · C, AT 1.013 bar -30 - 78 - 33
SPECIFIC VOLUME OF VAPOUR, m' /kg AT
- IS· C 0.093 0.017 O.SI
QUANTITY,,kg / s FOR 200 kJls (x I ~ '> 31.3 28.8 3.4
VOLUME, m I s FOR 200 kJls (x 10- 2.9 O.S 1.7
THEO RETICA L POW ER RATIO 1.00 1.63 0.99
LIQUID SPEC IFIC HEAT CAPAC ITY kJlkgK
~~1
0.96 3.23
CORROSIVE (PU RE) NO' NO
TOXIC NO NO YES
FLAMMABLE NO' NO YES
EXPLOSIVE NO NO YES
COST FAIRLY CHEAP CHEAP
EXP ENSIVE
LEAKAGE TEST HALLIDE SOAP & WET
TO RCH WATE R LITMUS
MISCIBLE WITH OIL YES NO SLIGHTLY
' NH, VERY STABLE IN WATE R, HIGH LY SOLUBLE (l m' H,O ABSORBS 900 m' NH,I , NH,
CORROSIVE TO BRASS AND BRONZE IF WATER PRESENT.
' CC/,F, ATTACKS RUBBER.
'LI BERATES TOXI C PHOSGENE GAS FROM T HE FIRE.
TABLE 7.1
Properties of Refrigerants
The properties of the refrigerants are as given in the
refrigerant table (Table 7.1) and by careful anal ysis the
advantages and disadvantages can be weighed against each othe r
and a choice made depending on preference, experience,
properties , conditions of use, etc. Freon is almo st standard use
today (see later).
. In order to compare refrigerants under various conditions of

working, standard conditions are adopted. These conditions are
defined as pressures coresponding. to saturated vapour
temperatures of -15°C at compressor intake and 30°C at
compressor discharge; 5°C subcooling and 5°C superheating fix
the final refrigerant temperatures used at intake to expansion
valve and to compressor respectively. For simple conditions
- 15°C and 30°C are used, discounting subcooling and
superheating, and the given properties are based on this
standard (Table 7.1).
This condition is referred to as the standard.
Table 7.1 can be analysed to give advantages and
disadvantages of one refrigerant with another, simply to
illustrate this consider CO2 :
Advantages are:
Low boiling point, low specific volume (hence low volume
flow rate), cheap, non explosive, non flammable, non corrosive,
non toxic, etc.
Disadvantages are:
Very high pressures (hence heavy construction and careful
joint attention is required), low specific enthalpy of vaporisation
(hence high mass flow rate), low critical temperature (reduces
plant efficiency at higher sea temperatures), rather low
comparable efficiency, etc.
Not all the properties can be fully analysed fromTable 7.1 but
quite sufficient properties are given to enable a good comparison
between the main refrigerants to be drawn.
Freon Refrigerants
Whilst Freon 12 has been the main Freon refrigerant used in
the past there is now an increasing use of Freon II (a very low
pressure refrigerant; particularly suitable for large air
conditioning installations), Freon 22 (very suitable for low
temperatures without negative evaporator pressures i.e. in
vacuum) and Freon 502 (for hermetic i.e. integral gas tight
motor and compressor). The main advantage claimed is an
improved refrigerating effect for a given size of machine. Again
it should be noted that there is no ideal choice in the Freon group
as there are advantages and disadvantages for R.II (CChF) ,
REFRIGERATION 261
R.12, R.l3 (CClF 3) , R.22, R.Il3 (CChF/CClF2) and R.502.

(Rz-refrigerant).
Table 7.2 allows quick comparison between the three main
types of Freon refrigerants.
FREON 12 FREON 22 FREON 502
PROPERTY CCI,P, CHCIF, CHCIF,ICCIF,CF,
DISCHARGE PRESSURE. bar 7.4 12.0 13.1

SUCTION PRESSURE. bar 1.8 3.0 3.5
REfRIGERATING CAPACITY. J / s 318 571 561
POWER . kW 89 170 188
REFRIGERATION EFFECT RATIO 1.0 1.55 1.7
COMPRESSION HEAT RATIO 1.0 1.0 1.43
The above figures relate to standard conditions and are based on an 8-cylinder.
W-type machine (178 mm x 140 mm), running at 12.5 rev/s (as described later).
The actual refrigeration effect would be about 400 kJlm', and compression heat
66 kJ/kg for Freon 12.
TABLE 7.2
THE VAPOUR COMPRESSION SYSTEM (ONE UNIT)
Operating Cycle
Marine practice would require complete duplication of all
units.
Considering Fig. 7.2:
The vapour is discharged from the compressor at 93°C
(degree of superheat 63°C) and"is condensed in the condenser,
condensation temperature 30°C. For good heat energy
transference rate a temperature differential of about 8°C
between cooling water inlet and condensation temperatures is
usual. The condenser gauge registers condensation (saturation)
pressure and corresponding saturation temperature (I.) on a dual
scale, for example Freon 12 would be 7.4 bar, 30°C, the actual
superheated vapour temperature as read from the thermometer
being 93°C.
Some undercooling, which is advantageous, will occur in the
condenser, under standard conditions this will be 5°C so the
liquid will leave at 25°C. The liquid now passes through the
expansion valve where throttling at constant enthalpy to the
desired vaporisation pressure will occur. Some flash off of liquid
to vapour will occur, the greater the undercooling the less will be
the flash off percentage. This represents a loss, as any vapour

formed before the evaporator will not now extract its specific
enthalpy of vaporisation from the brine, giving a resultant loss
of refrigeration effect. Ideally the fluid should be totally wet
entering and just dry leaving the evaporator which means full
specific enthalpy of vaporisation absorption from brine . In
theory superheating is non advantageous but in practice it is
advantageous to make the vapour superheated at entry to the
compressor, giving a fairly high superheat leaving the
compressor.
cond· gauge evnp ga uge
11·7 bar 1·8 ba r
30 °C - 15°C
26°C h.p. sup : vap our l.p sup : va pour

93° C
a ir purg e
compressor
h.p li qUid h.p liquid and vapour

-15° C
charge
va l ve
22°C
THE VAPOUR COMPRESSION SYSTEM

Fig. 7.2
The vapour now leaves the evaporator under assumed

standard conditions having 5°C of superheat. The evaporator
gauge registers vaporisation (saturation) pressure and
corresponding saturation temperature (t,) on a dual scale, for
example again Freon 12 would be 1.8 bar, -15°C, the actual
REFRIGERATION 263
superheated vapour temperature as read from the thermometer

being - lOoC. For good heat transference rate a temperature
differential of about 5°C between brine outlet and vaporisation
temperatures is usual.
The vapour now enters the compressor to start the circuit
again. It should be clearly understood thai Fig. 7.2 refers to one
definite condition, i.e. a sea temperature of 22°C and a
particular expansion valve setting determining that condition.
Variations of sea temperature or vaporisation pressure would
indicate completely different readings but the basic temperature
differentials of 8°C and 5°C should still exist.
Note, using Table 7.1, for comparison purposes, each kg of
CO 2 entering totally as liquid and leaving as dry saturated
vapour would absorb 275 kJ, being the specific enthalpy of
vaporisation, this figure would be 1314 kJ (1.31 MJ) for NH3
under the same conditions. However 5 kg CO 2 , which would
extract 1375 kJ (1.38 MJ) has a volume of 0.085 m3 whereas I kg
of NH3 has a volume of 0.51 m", i.e. for same refrigeration
effect a high mass flow rate f'l r CO 2 but a very high volume
(capacity) rate for NH3 , which affects machine sizes. This
illustrates the error of strictly referring to one numerical figure
when considering advantages. 8; kg of CCI"F2 extracts 1350
kJ/kg (1.35 MJ/kg) and has a volume of 0.79 m3 i.e. the specific
volume is 0.093 m 3/kg and the specific enthalpy of evaporation
158.7 kJ/kg.
ammonia
t ernpe rcture
O( (red)
treon 12
temperature
° C (blu e)
pressure
bar (black l
COMPOUND PRESSURE GAUGE

Fig. 7.3
The compound pressure gauge shown in Fig. 7.3 illustrates the

dual scale of saturation temperature and pressure. Ammonia is
shown for illustrative comparison purposes only, i.e., normally
only one refrigerant, pressure and temperature is on the scale.
Commonly all readings are taken in temperatures only. Correct
differentials are an indication of correct working with sufficient
vapour charge .
Under correct running conditions the compressor discharge
pipe should be fairly hot to the touch and the suction pipe
should be just frosting up near the compressor. The compressor
discharge and suction lines are commonly provided with
crossover valves in addition to the stop valves. These valves
allow the pumping out of the hp side to the lp side for overhauls
and allow an easy discharge for starting. Refrigerant is added,
with the machine running normally, at the charge cock.
Many of the circuits employ a liquid receiver after the
condenser and CO 2 types commonly had intermediate liquid
cooling receivers. The capacity of a liquid receiver is usually
sufficient to cover the outlet to the liquid line. Methods of
control of the flow of refrigerant are: (a) low side float, (b) high
side float, (c) hand manual control, (d) capillary, (e) direct
expansion with constant pressure, (f) direct expansion with
constant superheat, these are discussed later .
The system should always be kept clear of water, air and dirt.
Common Faults and Simple Detection
1. Undercharge: low discharge gauge reading, lack of frost on

suction pipe, lengthy running times.
2. Air in system: high discharge gauge reading (assuming
sufficient vapour), jumping of gauge pointers, inefficient
working .
3. Dirty condenser or insufficient cooling water: high discharge
gauge reading and incorrect condenser temperature
differentials.
4. Overcharge: unlikely, but gives high discharge gauge reading
and very scltsitive expansion valve working.
5. Oil on cooling coils: incorrect condenser and evaporator
temperature differentials (oil is an insulator), excess frost on
suction pipe.
6. Choked expansion valve: caused by dirt or freeze up by water,
gives starving of evaporator and rapid condenser pressure
rise.
REFRIGERAnON 265
7. Short cycling: condenser coolant restriction causing hp

discharge cut outs, choked expansion valve giving lp suction
cut outs, etc.
Thermodynamic Cycles
The circuit appears on the theoretical charts as shown in Figs.
7.4 and 7.5. Entropy being a theoretical property of a fluid that
remains constant during frictionless adiabatic operations.
----t----- -------
366 c
i
degree of
superheat
~e
::J
301.
298
L ~--'-'---~
compression
.
'§
a.
E
~
.
s
<5
'"o
.0
entropy 5 -
ABSOLUTE TEMPERATURE-ENTROPY
Fig. 7.4

Heat energy received from cold chamber = area under AB.
Heat energy rejected in the condenser area under CD.
Heat energy equivalent
of work done heat energy rejected-
heat energy received
area under CD-area under AB
= area of figure ABCDA
+ area under throttle curve DA.
266 REED'S GEN ERAL ENGINEERING KNOWLEDGE
1
T4
T~
I
I
c o m pre ssion~
<,
" .Isotherms
I
PI I T, vapo ri sati on ' .....
---1--
'~liqu id sat urat ion
I cur ve
spe cif ic volum e (vl _

»-:v DIAGRAM OF REFRIGER ATION CYCLE
/ ","'/
IT constant /;.:,<:'/
I /..Q.V
heat re jec ted
~0i'
l / .,<:'/
unde r cool I super hea t ~/
r-- ------ ....... \ \ /....Ci/
,,0~'"/
I
l
// {\S \ O{\\_ -
.....- /~---;o\\)~
h3
i
I
P2 I /T3 1T4 tc.\t~--
condensation I s~ --\\{\tS
"I
0: I \
~
.. /
/
thro t tl ing
:>
.0-
III
III
/ // \
com pressio n
/
P, / T1 va porisa t ion /
---r--- ,
/
/
;j , T2
Isuperheat
\
\
\
/ \
heat ext rc ct ed wo r k done \
heat T conslan t
equiv alent
specif ic ent ha l py (hi _
p-h DIAGRAM OF REFRIGERATION CYCLE

Fig. 7.5
Coefficient of heat energy received

Performance= heat energy equivalent of work done
The compress ion is taken to be isentropic (frictionless
adiabatic) for calculation work, this means the compression line
REFRIGERATION 267
is vertical (constant entropy). Unit mass of refrigerant is the

usual basis. Coefficient of performance for Freon is
approximately 4.7.
It should be noted how undercooling, in moving point A to
the left, increases the heat received from the cold chamber thus
increasing refrigerant effect.
Refrigeration Cycle p - v Diagram (Fig. 7.5)

This diagram is shown to allow comparison of this
refrigeration cycle with other more familiar, cycles covered in
theoretical work onp- v diagrams. In practice thep- v diagram
is rarely used in refrigeration.
Refrigeration Cycle p - h Diagram (Fig. 7.5)

Once basic theory has been established by using T - s charts,
the emphasis shifts in practice to the p - h (Mollier) chart. This
diagram has the big advantage that heat extracted, heat rejected
and work done heat equivalent can be read off directly from the
h axis in kJ/kg.
Intermediate Liquid Cooling

It has been mentioned previously that there is a loss in
refrigeration effect due to flash off to vapour when the liquid is
being throttled through the expansion valve. Undercooling
before the expansion valve reduces flash off after throttle, so
lowering quality, and increasing refrigeration effect in the
evaporator. (Although this applies to all refrigerants the loss is
only taken as serious with CO 2 because of its very low liquid
specific enthalpy to specific enthalpy of vaporisation ratio). The
practical flash off loss is about 20070 in terms of refrigeration
effect for Freon.
This does not justify the complexity of fitting two expansion
valves and an intermediate liquid valve between them.
Critical Temperature
Is that temperature beyond which the gas cannot be liquefied
by isothermal compression, i.e. as a gas, no amount of
compression will liquefy if the temperature remains above the
critical temperature for that substance. CO 2 has a low value
(31°C) and once the sea temperature (coolant) reached 23°C the
critical had been reached (SOC differential) and from this point
the efficiency of the CO 2 plant steadily decreases . The critical

temperature for most refrigerant vapours is however well above
the normal condensing temperatures.
COMPRESSOR
There are four main types: reciprocating, rotary, centrifugal

and screw.
Reciprocating compressors are in the majority in marine
applications as they are most suited -to low specific volume
vapours and large pressure differentials, characteristics of all the
main refrigerants.
Reciprocating
Almost all modern machines are motor driven, high speed (up
to 30 rev/s) single acting types which have adopted many
improvements in line with the automobile industry. The only
gland seal here is the crankshaft seal where the shaft emerges
from the crankcase, such seal being mainly subject to suction
pressure (Fig. 7.6).
blow ott
crankcase
~i~o:rene-
-- _
compressor shott
--<>- -~-
. _ -- - -- - -- - -
&-- -
spring -
e- -
SHAFT GLAND
Fig. 7.6
General
The actual machine itself needs little practical description to
the trained engineer as most of the construction is standard
reciprocating practice. Multi cylinder in line types are popular
but there is an increasing usage of Vee and modified W designs.
REFRIGERA nON 269
Pistons are usually of the trunk type, two or three compression

rings and a lower oil seal ring, the suction valve may be located
in the head of piston or in the cylinder head, the most modern
arrangements have the suction and discharge valves in a valve
plate in the cylinder head. Compressor bodies are close grained
.castings of iron or steel. The crankshaft can be eccentric drive
type or more conventional crank and connecting rod,
lubrication being either dip and splash or forced, with pump.
Modern valves are of the reed or disc type mounted in the
head and are of high grade steel on stainless steel seats with a
usual lift of about 2 mm in average sizes. The discharge valve
retainer is normally held down to a set position by heavy springs,
if oil or liquid is discharged the retainer lifts giving extra valve
lift so reducing over pressure, cylinder relief valves and
overpressure cut outs are also standard practice fittings.
With valve in piston head types the piston is often long and
cut away at the side to the centre so that suction vapour enters
here and there is no connection through to the crankcase, which
reduces oil pumping effects. Screw type service valves are double
seated, full open or full shut, which allows easy gland packing
changes. All reciprocating compressors should have the
minimum reasonable piston clearance, 1.5 mm as a maximum
usually, so as to give maximum efficiency.
d21lv2ry
valV2 cag2
(saf 2l y need )
, ~~~r-_suc t lon
~ valv e
va lve Iif t 2r pin

and spring f or
ca paci ty r educt ion
g2ar (i f f itl2d )
VEEBLOC COMPRESSOR DETAIL

Fig. 7.7
Veeb/oc
In general there are 4, 6 or 8 cylinders radially round the upper
half of the cast iron crankcase with from two to four connecting
rods from each of two crank throws (see Fig. 7. 7 for 4-cyinder V
and Fig. 7.8 for 8-cylinder W types).
The aluminium piston is fitted with two compression rings
and one scraper ring, piston and gudgeon details are given in
Fig. 7.8.
A differential oil pressure switch and overload electrical
switch protect the machine from low oil or high vapour pressure.
In addition the discharge valve cage is spring-loaded to lift in
case of liquid carry-over and there is an over-pressure nickel
bursting disc to relieve excess discharge pressure to the suction
side of the machine . Connecting rods are aluminium with steel-
backed, white metal bearings, the crankshaft isSG iron.
Provision is made for reducing the capacity of the machine
either manually or automatically. Capacity reduction gear lifts
and holds open the alloy steel suction valves of a specified
number of cylinders, this is operated by oil pressure on a servo
piston in the automatic type. This can also provide total or
partial un-loading for easier starting.
The lubrication should be clear from Fig. 7.8. Oil is supplied
by a rotor type of pump in which the inner rotor has one less
tooth than the outer rotor and oil is induced to flow between the
two rotors.
;!=
Pl5t on
gudgeon
: - conn , rod
• ca pac it y
I reduct ion gear
I li f f itted )
ttH tI
re l ief
va lv e
pump
I to Of
t '1'..... sw itch
L - - - + - - -0-.. or if ice
~ sump
W TYPE COMPRESSOR LUBRICATION

Fig. 7.8
REFRIGERATION 271
An eight-cylinder machine of 178mm bore and 140mm stroke

running at about 12.5 rev/s would require a drive of about 90
kW for a refrigerating capacity of about 320 kJ /s with Freon 12
refrigerant.
For low suction temperature operation (say - 20°C or lower)
and high temperature of discharge (say 30°C or higher) excessive
temperatures may be reached in the reciprocating compressor.
This is even more liable to occur in the unloaded state than in the
loaded state. It is most often found in the fast running smaller
bore-stroke size of compressor. In certain cases an oil
cooler-operation direct expansion, thermostatic-must be used
particularly when automatic unloading is required, and the
above conditions apply. Compound compression units must be
provided or special change over valves can be fitted so that an
8-cylinder unit will operate in a single-stage down to - 20°C and
for temperatures below this 6 cylinders can perform the initial
compression and the remaining two cylinders perform the final
compression.
For suction pressures below atmospheric (with say Freon 12)
the risk of air leakage is an important consideration.
Crankcase oil heaters are usually fitted for use with the
machine stopped, this prevents formation of liquid refrigerant
and oil frothing on starting. Auto compressors should be fitted
with solenoid operated liquid stop valves (see magnetic liquid
stop valve, Fig. 7.15 later).
Rotary
These types are usually of the form shown in Fig. 7.9.
At the position shown the discharge and suction strokes are
half completed, 270°C. At 0° discharging at compression
stroke, induction at suction stroke. At 90° start of compression
and end of suction. At 180° compression taking place and the
suction stroke has just started. Thus the leading flank of the
rotor acts as the discharger and the lagging flank acts as the
inductor.
Such compressors mainly find application in household and
domestic units but modern practice is extending their use to
cargo purposes.
A variation on the above is a multiblade type whereby the
eccentric rotor contains spring loaded blades (or relies on
centrifugal force). When any rotary compressor is not in use the
oil film between eccentric rotor and cylinder is broken which
roto r
hao o
ROTARY COMPRESSOR
Fig. 7.9
means pressure equalisation and easy starting but requires the

fitting of a non return valve in the suction line. To reduce sizes
these machines are direct drive from the motor.
Centrifugal
These machines work on a similar principle to the centrifugal
pump whereby discharge velocity energy is converted to pressure
head. For high pressure differentials, as normally exist, a series
of impellers are required on a fast running rotor, each impeller
feeding to the next in series to build up pressure. These machines
are best suited to low differential pressure, high volume capacity
work such as air conditioning. Capacity reduction is effected by
directional blades at the rotor inlet port. Efficiency is increased
if interstage flash vapour formed during liquid expansion is
returned to an appropriate stage of the compressor.
Screw
These compressors can be visualised as a development of the
gear pump. A male rotor with say four lobes on the shaft,
meshes with a female rotor of say six lobes on a parallel shaft.
Clearance between lobe screws and casing is kept to a minimum
REFRIGERATION 273
with sealing strips and oil film. As the space between two
adjacent lobes of the female rotor passes the inlet port at one
end of the compressor a volume of gas is drawn in. With
rotation, a lobe of the male rotor progressively fills this space so
compressing the vapour and, due to the helical screws, forces it
axially to the outlet port at the other end. To reduce capacity
sliding sleeves around the barrel can be moved axially to bring
the outlet port nearer to the inlet port.
Lubricant
The first essential for such an oil is that it should have a low
pour point, i.e. must remain fluid with good lubrication
properties at low temperatures. Oils which are miscible with the
refrigerant can be carried round the circuit and could congeal on
the evaporator coils so drastically reducing heat transfer rates.
The oil should be free from moisture under all conditions to
prevent plant corrosion and freezing at the expansion valve. The
viscosity should not be seriously affected at low temperature.
Typical analysis:
Density 900 kg/m!
Flashpoint 235°C
Viscosity l2cSt at 50°C
Pour point-4rC.
A pure mineral oil is advised (Arctic, Seal oil, etc.). The above
is suitable for reciprocating compressors.
Compressors should not be run too hot otherwise there is a
danger of oil vaporisation and subsequent ignition by the heat of
compression.
HEAT EXCHANGERS
Condensers
Condensers used in water cooled marine plants are virtually
all of the shell and tube type. The shell is welded construction of
mild steel with vapour inlet, purge, drain and liquid outlet
connections, on the main body. The vapour condenses on the
outside of the tubes and falls to the lower part of the condenser
which commonly acts as the liquid receiver. The water flow is
multi pass (usually 2, 4 or 8 flow types so keeping inlet and
outlet branches at one end) through cast iron end covers. Tube
plates, are ferrous, of welded mild steel, with steel tubes
expanded into place, or non ferrous, of muntz metal with
aluminium brass expanded tubes. Galvanic protection blocks
(zinc or iron) should be provided and steel tube plates are best
treated with chromium for corrosion resistance.
Temperature differences are not high and the little expansion
can be taken up by metal resilience. (It should be noted that non
ferrous metals are attacked by ammonia refrigerant, this will
mean all jointing of lead or soft iron and use of steel tubing.) Air
cooled condensers are only used for small domestic units; they
usually have finned tubes and air circulation may be fan
assisted.
Evaporators
Modern evaporator grid types are only used on small plants
and the distance between supply and return headers is very short
so giving quick maximum extraction of vapour formed.
Large evaporators are invariably of the shell and tube type
almost identical to condensers in design and construction. Brine
circulates through the tubes in multi-pass flow and the vapour-
liquid mixture enters at the bottom at one end. The evaporated
vapour leaves at the top of the other end so that speedy vapour
extraction, full heat flow and full evaporation are achieved.
Heat Transfer (Fluids)

The two examples following serve to revise basic theory:
1. A liquid refrigerant evaporates at 3°C and cools water from
11.5 to 6.4°C in a heat exchanger of cooling surface area 360 m2
for which the overall heat transfer coefficient is 100 W /m 2K.
Evaluate the log mean temperature difference and heat transfer
rate.
8 (11.5 - 3.0) - (6.4 - 3.0) - 5566 K
In(8.5 - 3.4) -.
Q 100 X 5.566 X 360 = 200376 W
2. Calculate the effectiveness of a heat exchanger which cools air

from 25 to 15°C with refrigerant evaporating at 5°C.
25 - 10
7j = 25 _ 5 X 100 = 750/0
Liquid Level Control

Hand operated expansion valves have the disadvantage that
they require fairly regular manual adjustments. The float type of
REFRIGERA nON 275
balance pipe
/connection
rr-r-r-r-r-r-V...! J - - - - - - - ' r - - I L - - - - J L...,
float
HIGH PRESSURE FLOAT VALVE

Fig. 7.10
valve automatically maintains a controlled liquid level. A

diagrammatic part sectional view of such a valve is as shown in
Fig. 7.10.
There are two types of float valves fitted, high pressure and
low pressure.
The high pressure type as sketched is the more usual and is
fitted with the float operating in hp liquid after the condenser,
with the object of draining the condenser or liquid receiver of
liquid to the float level and feeding the liquid to the evaporator.
The level is adjustable by altering the spring tension and to
prevent gas locking an equalising or balance pipe is usually led to
the condenser top.
The low pressure type is to maintain a constant level of liquid
in the evaporator. The valve is located with the float operating in
lp liquid in the evaporator or in a separate float chamber
connected to the evaporator by balance pipes. As the liquid
evaporates and is drawn off the liquid level falls and more liquid
flows in to take its place.
Control by capillary tube is sometimes applied in small
hermetically sealed units. The small bore capillary tube, between
the cooling unit and receiver, controls the point of pressure drop
between the high and low pressure sides by its length. The system
is strictly tied to refrigerant quantity and capillary tube bore and
length. Thus once fixed for a set loading this cannot be changed
without altering the capillary tube, these limitations reduce its
application.
Small domestic units are usually of the direct expansion type
where the refrigerant coil is in the cold room. Such types work
on constant pressure or constant superheat expansion valve
control and are described later in detail.
DIRECT EXPANSION UNITS
The control automation required is (1) start, (2) stop, (3)

expansion valve, (4) emergency cut out, (5) cooling air or water
circulation, (6) oil separation, (7) liquid in suction line, etc.
Obviously this is closely related to electrical control. A few of
the components have been simplified and are presented here:
ma ins soleno id l iqu id
..
I stop valve
I thermostatic
I expansion valve
~--- -to-other
- cir--
cuits
I
I
I
I
I
h.p. li qui d I
I
I
I
I I
r-'---------l·
1-- -------
I
-,
thermostat
I element
suet , suet · disch : I
t.p h.p. h.p I
cut cut cu t I
out In out I cold
I room
I
____ ______ JI
l. p. vapour
dr ier
from other circu its
DIRECT EXPANSION UNIT

Fig. 7.11
The compressor is started and stopped by a thermal element

pressure switch. An emergency pressure cut out is provided and
REFRIGERATION 277
the expansion valve is of the thermostatic control type. The

function of the solenoid liquid stop valve is to isolate different
circuits and to shut just before the machine cuts out so that the
compressor clears the suction line before it stops. This prevents
liquid knock when restarting.
When there are a number of circuits, meat, fish, veg. rooms,
ice tanks, ready use chambers, etc., each circuit is a tapping off
the main line.
Each circuit has its own thermostatic expansion valve and
solenoid stop valve. When one chamber is cooled the thermostat
shuts the liquid stop valve and cuts out that chamber only. This
happens progressively to all circuits and when all circuits are cut
out the rapid drop in suction pressure will cut out the
compressor.
Electrical Control Switch (Fig. 7.12)

The capillary tubes are usually filled with a volatile liquid (or
the refrigerant itself) so that temperature variations cause
mains Input
suction
suction hp
lp cutin
ELECTRICAL CONTROL SWITCH

Fig. 7.12
pressure variations on the flexible metallic bellows. The motion

of the bellows operates the trip switches. As the temperature of
Hie suction line increases, the bellows pressure increases against
the spring compression upwards and closes the selector switch
(hp cut in at centre) at say 2 bar, so cutting in the motor. With
the compressor running the suction temperature falls and hence
the bellows pressure jails. This action against a tensile spring will
eventually open the other selector switch (Ip cut out at left) at say
1 bar so cutting out the motor and compressor. The differential
between these two is -set for reasonable running.
The emergency hp cut out, to operate if cooling failure and
pressure build up occurs, works to open the switch as for cut out
action.
The sealing contactor maintains the electrical circuit when the
hp suction cut in opens with the machine running.
For manual operation push buttons (start and stop) would
replace the two suction bellows.
Electrical protection is by thermal trips operating the main
contactors, these have an inherent time delay during heating.
Thermostatic Expansion Valve (Fig. 7.13) ..

The expansion valve shown is the thermostatic type which is
designed usually to give a vapour just superheated leaving the
cold room.
Considering Fig. 7.13 in relation to forces: Down forces are
hp liquid valve force, adjustable compression spring force and
power bellows force. Up forces are evaporator vapour pressure
upon body bellows and tension spring force. For given spring
settings the spring forces and hp liquid valve forces balancing
gives equilibrium, then force tending to close valve depends on
evaporator saturation temperature and force to open valve
depends on temperature of bulb at location, i .e. valve operation
is controlled by difference of these two temperatures, i.e.
superheat. Degree of suction superheat is controlled by the
adjusting nut and is usually set at about 5°C. If the room
temperature tends to rise the superheat increases, bellows down
force from capillary tube increases and the valve opens to
increase flow of liquid refrigerant until the temperature
equilibrium is restored. The valve has a certain equilibrium
setting at one pressure and another setting at another pressure,
i.e. the valve has no control over suction pressure.
The pressure control type expansion valve works to maintain a
fixed evaporator coil pressure. This type is similar to the lower
part of the valve sketched but is more simple. It consists of the
REFRIGERATION 279
}:;:::====::::Jf;;m
cap ill a ry t ube
~I---- adjust ing nut
rT.r1~~-+_comp re ss io n
spr ing
J---+-- power
LJ"'==-"........... bell ow s
- -+--- spr
t ension
ing
~==~ -
131
h P li quId
inlet via
stra iner
-::r---t- va l ve
THERMOSTATIC BELLOWS TYPE EXPANSION VALVE

Fig 7.13
liquid valve and body bellows, the body bellows being loaded by
an adjustable compression spring. Up forces on the bellows
(evaporator pressure) balances hp liquid valve force down for a
given setting. Evaporator pressure reduction opens valve,
pressure increase closes valve, and when compressor stops the
rising pressure causes closure.
Automatic Water Valve (Fig. 7.14)

When the condenser temperature builds up the capillary
~ bellows pressure increases and the valve opens to permit
circulation. This device operates almost immediately after
I compressor cut in and serves to reduce water usage. The device

can easily be modified to operate a starter for fan air circulation .
Magnetic Liquid Stop Valve (Fig. 7.15)

When current flows in the motor circuit the solenoid attracts
up the valve and holds it open provided the room thermostat
allows the solenoid current to flow, i.e. high temperature. When
the room cools the current fails and the valve shuts and due to a
280 REED'S GENERAL EN GINEERING KNOWL EDGE
water to
In conden ser
be ll ows
____capilla r y
con nect ion
AUTOMATIC WATER VALVE

Fig 7.14
solen oid
att r act ion

pisto n
li qui d t o
eva po ra tor
l iqu id from
conden ser
yl-----~
MAGNETIC LIQUID STOP VALVE

Fig. 7.15
REFRIGERAnON 281
time delay the compressor will pump out the room coil and so
avoid liquid knock on restarting.
In multiple circuits this valve serves to cut out or cut in the
particular chamber to which it is thermostatically connected.
Each room has its own stop valve (thermo-electric) and thermal
expansion valve as well as a hand isolating valve. The various
circuits will cut out in sequence as the temperatures fall and the
coolest chamber closure will then serve to stop the machine.
The thermostat switch is simply an electrical contact, working
with a spring action against the bellows pressure caused by the
room temperature and employing a certain temperature
differential.
Sight glasses for liquid observation are commonly fitted at
various points in the domesic type systems.
Automatic Oil Separator

The oil is retained in the separator until the oil level rises and
unbalances a float causing the vapour pressure to blow the oil
back to the compressor.
The float is dead loaded so that a considerable blow back is
possible before the valve reseats, to avoid fluctuating action.
ABSORPTION TYPE REFRIGERATOR UNIT
This device has no moving parts and is continuous in

operation when provided with a heat source, such as a town gas
burner or electric element. The total pressure, which is the sum
of the partial pressures, is constant through the system.
Consider Fig. 7.16:
1. Hydrogen vapour, which is insoluble in water, leaves the
absorber and rises until it meets ammonia liquid falling into the
entry to the evaporator. Due to the hydrogen pressure causing a
lowering of the ammonia pressure (two media exerting the same
pressure as previously exerted by only one) this assists in
vaporisation of the ammonia. Ammonia and hydrogen vapour
are carried down to the absorber where water absorbs and
dissolves the ammonia and the hydrogen vapour re-cycles.
2. Ammonia vapour, which is highly soluble in water, rises
with the water vapour from the generator to the separator where
the water vapour and some ammonia vapour condenses.
Ammonia vapour then rises, is liquefied in the condenser,
reduced in pressure and vaporised in the evaporator, and falls to
be absorbed in the absorber. Ammonia, dissolved in water, falls
down into the lower pipe to the generator.
I
reservo ir
IffiTiTlTiT::n=t~-J
dissol ved ammon ia

in water (strong solution)
ABSORPTION TYPE REFRIGERATION UNIT

Fig. 7.16
3. Water vapour leaves the generator, is condensed in the

separator, falls through the absorber dissolving the ammonia
vapour, and returns to the generator.
The unit requires no compressors, or pumps, and is silent and
vibrationless. It is fairly often used in domestic units on shore,
but rarely on board ship, as correct and steady level is critical for
correct working.
Condenser, evaporator and vapour liquid separator, are air-
cooled, with fins welded or brazed on to the piping to give
extended surface heat transfer.
REFRIGERATION 283
In many designs the hydrogen vapour rises up through the

absorber to the underside of the evaporator. It then passes up
through the evaporator and carries ammonia vapour down to
the reservo ir where ammonia and hydrogen separate out,
ammonia condensing and hydrogen rising through the absorber.
The precise method adopted depends on the dimensions of the
equipment and the thermodynamics and flow pattern of the
media in the unit.
BRINE CIRCUITS
Properties of Brine
It is an advantage if the coolant coil through the cold chamber
contains a fluid which is virtually non harmful to the contents of
the space in the event of leakage.
Small domestic units circulate the coil with the refrigerant
(direct expansion) but larger cargo units usually employ an
evaporator and a loop of circulation through the evaporator to
the cold chambers and back which contains brine. A big
advantage is that the brine pipes have a much larger reserve of
cold than refrigerant coils when the plant is stopped, also having
the advantage that various circuits can easily be arranged, e.g.
cooling, chilling, defrosting, etc.
The brine as used is a mixture of distilled water (preferably)
and calcium chloride (CaC/I ) . The colder the brine circuit the
more dense the brine in circulation has to be to avoid any freeze
up . Table 7.3 gives the densities and corresponding freezing
points.
Under certain conditions sodium chloride (NaCI) could be
used with water but an alkali such as caustic soda (NaOH) would
be required as an addition as about 1% of the solution. The
brine should be maintained in an alkaline state under all
conditions, this can easily be checked by the use of litmus paper,
phenolphthalein, etc. Brine density should also be taken
regularly by standard hydrometer test at I5.5°C and a regular
check should also be taken for brine leakage at the brine header
tank which serves to keep a head on the system .
There is a possibility that the air content of brine rooms could
become explosive or inflammable under conditions of hydrogen
gas liberation due to corrosive action, it is advisable not to allow
naked lights.
The brine circuit consists of a brine room, containing
distribution headers, mixing tanks, evaporators, pumps, etc.,
then the various piping systems to cold storage spaces
FREEZING POINT(°C) DENSITY AT IS.S oC (kg/rrr')
- 3 IOSO
- 7 1100
-13 1150
-21 1200
-32 12S0
-46 1290
TABLE 7.3
maintained under pressure. The piping is usually tested to 7 bar,

or 2.5 x W'P,; whichever is the greater, pipes commonly of mild
steel externally galvanised and painted, about 40 mm bore.
It is usual to regulate the flow of brine by the return valves on
the distribution and return headers.
For chilling chambers about 3m3 of chamber would require
about 1 m1 of pipe cooling surface, increased to 4.5 m3 if air
circulated. For freezing chambers the ratio is about 1.5 m 3/m1
(2.2 m3/m1 air circulated).
Normally 1250 kg/rn" density would be satisfactory for most
brine circulation with a pH value of 8.5.
Non-freezing solutions can also be based on organic fluids ;
ethylene and propylene glycol are in general use.
Battery System
This system is to blow air across a brine or direct expansion
grid and circulate the storage space . It is well suited to higher
temperature storage, e.g., shellac, as there is no dripping from
overhead grids on to the cargo. Also this system gives some
control over the humidity as moisture will be deposited on the
cooling coil. The supply of air circulation to any storage room
will reduce the brine cooling surface required by as much as
50%. Direct expansion grids employ only about 40070 of brine
cooled grid pipe surface but do not have the same large reserve
of cold.
Ice Making
The ice tank is usually wrought iron and contains lead coated
sheet steel ice moulds.
The moulds are immersed in a brine bath and a cooling coil,
brine or refrigerant, lowers the bath temperature until the water
in the moulds is converted to ice. The tank is insulated and coil
supply and return valves are fitted.
REFRIGERATION 285
A direct expansion coil would be approximately 120 m2 of

surface area per kg of ice per second.
Hold Ventilation Control
deli very
duc t
_----;_--;::::==::- ~ sensor
f an su c t ion
duct
-...,
diaphra gm I
br ine I
supp l y brin e
valve
L
I
..J t I
L _
ret ur n air su pply
HOLD VENTILATION TEMPERATURE CONTROL

Fig. 7.17
Shown in Fig. 7.17 is a method of air delivery temperature
control very suitable for fruit cargoes. The sensor bulb is
situated in a bypass pocket in the air trunk and senses air
delivery temperature whether fans operate normally or reversed.
The diaphragm operated control valve can be supplied as
direct acting (fail in the open position) or reverse acting (fail in
the shut position).
For fruit cargo where frost damage could occur, reverse acting
valves which would fail in the shut position on air failure are
used .
For chilled meat cargo where failure would mean a long
period of time would pass before the temperatures could be
again reduced to the correct value, direct acting valves are
preferred.
Refrigerated containers may each have their own refrigerator
or the containers may be connected to the ships' ducts.
BASIC PRINCIPLES OF AIR CONDITIONING
Air conditioning is the control of humidity, temperature,

cleanliness and air motion. Winter conditioning relates to
increasing temperature and humidity whilst summer
conditioning relates to decreasing temperature and humidity.
Basically the practical difference is dependent upon whether the
air fluid is passed over a hot grid (steam) or cold grid (brine or
direct expansion refrigerant). Water can be used instead of
brine.
Comfort cooling for accommodation will only briefly be
described although the field covers in addition much industrial
usage as well as heating applications in both cases.
Specific Humidity
Is the ratio of the mass of water vapour to the mass of dry air
in a given volume of mixture.
Per Cent Relative Humidity

Is the mass of water vapour per m3 of air compared to the
mass of water vapour per m3 of saturated air at the same
temperature. This also equals the ratio of the partial pressure of
the actual air compared to the partial pressure of the air if it was
saturated at the same temperature i.e.
Partial Pressures, Dalton's Laws

Barometer pressure = partial pressure N 2 + p.p. O2 +p.p. H 20,
from Dalton's Laws, viz:
1. Pressure exerted by, and the quantity of, the vapour required
to saturate a given space (i.e. exist as saturated steam) at any
given temperature, are the same whether that space is filled by
a gas or is a vacuum.
2. The pressure exerted by a mixture of a gas and a vapour, of
two vapours, or of two gases, or a number of same, is the sum
of the pressure which each would exert if it occupied the same
space alone, assuming no interaction of constituents.
REFRIGERATION 287
Dew Point
When a mixture of dry air and water vapour has a saturation
temperature corresponding to the partial pressure of the water
vapour it is said to be saturated. Any further reduction of
temperature (at constant pressure) will result in some vapour
condensing. This temperature is called the dew point, air at dew
point contains all the moisture it can hold at that temperature, as
the amount of water vapour varies in air then the partial
pressure varies, so the dew point varies.
r
dew point
absolUte temperature------
$-
DEW POINT
Fig. 7.18
It can be seen from Fig. 7.18 that cooling at constant pressure

brings the low pressure superheated vapour to the dew point
after which condensation occurs. It can also be noted that
cooling at constant temperature increases the partial pressure
until the saturation point is reached thus relative humidity can
be found.
% R.H. = !!!... x 100 = P x 100.

m. P.
= P dew point X 100.
P.
where g refers to the saturation condition. This means dry air

contains maximum moisture content (100010 R.H.) at the
saturation condition.
Dry Bulb and Wet Bulb Temperatures

The hygrometer (or psychrometer) consists of an ordinary
thermometer which gives the dry bulb temperature and a wet
bulb thermometer (wetted gauze cover) . The wet bulb reading
will be less than the dry bulb reading, the difference is quoted as
the wet bulb depression. The drier the air. the more rapid the
moisture evaporation from the gauze giving a cooling effect.
Thus the greater the difference between the readings the drier the
air and the less the 070 R.H. Still air thermometers are inaccurate
and hand sling types to secure air motion across the wick until
equilibrium conditions exists are preferred.
Psychrometric Chart
Cooling air at constant pressure gives constant moisture
content, increasing in relative humidity until saturation (dew)
point is reached.
Cooling air in practice gives some pressure drop due to fluid
friction but this is not high in a correctly designed plant. If the
cooling rate is kept in line with the pressure drop then the
relative humidity will stay constant, if the cooling rate is slower
the relative humidity will reduce, if the cooling rate is faster (as it
will be usually in practice) then the relative humidity will
increase.
When dealing with air mixtures, for example, Z 17 m3 of air at
35°C D.B. and R .H. 40070 mixed with X 83 m3 of air at 27°C
D.B. and R.H. 50070, set off on Fig. 7.19 and proportion XZ off
so that:
XY = mass of 17 m 3
XZ mass of 83 m3
the masses being found from specific volumes (ignoring small

water mass) then Y is condition of 100 m3 of mixture. (100 m3
28°C D.E. R.H. 48070).
Points X, Y and Z on Fig. 7.19 as shown are merely
illustrative. The chart is drawn for a pressure of 1 bar but is
sensibly accurate between 0.9 and 1.1 bar.
From wet and dry bulb readings the various properties of the
air-vapour mixture can be estimated. Enthalpy is a function of
REFRIGERATION 289
o 03. , - - - - - - - - - - - ----;0:-7......-~.,______.__---,-,-----__,___,0 02
tI
o 0.02
i
o
.D
1:'
u
:J
o OJ
0-
o .x:
> -~---100'C;;-
.x:
u
Col
0-
'"
o 20 30 40 50
D.B temperature °c __
PSYCHROMETRIC CHART
Fig. 7.19
the wet bulb temperature, and moisture content and vapour
pressure are functions of dew point. The chart gives a quick
performance check on the air entering and leaving the cooling
coil, dew point, temperature, humidity, enthalpy, etc.
Comfort under summer conditions is dependent on dry and
wet bulb readings and relative humidity as well as air motion.
For a given degree of air turbulence (75 mmls to 127 mm/s),
relative humidity between 30070 and 70%, average 50%, and
thermometer readings 19°C to 25°C, average 22°C, gives the
best degree of summer comfort. Air at low temperature and high
humidity can be as comfortable as air at high temperature and
low humidity.
A differential of about 7°C between inside and outside
conditions is usually aimed at but this is variable with the outside
conditions, as a coil can extract large amounts of heat from
warm dry air, so reducing temperature appreciably, or large
amounts of moisture from humid air with little temperature
reduction.
Air Conditioning Circuit

A typical circuit is as illustrated in Fig. 7.20.
The average temperature differential is about 11°C between
fan discharge and room temperature. The amount of air
290 REED'S GENERAL ENGINE ERING KNOWLEDGE
outs ide con dit ions

~ air 35° C.o B t.O%RH.
supp ly a ir
t an 100 m Jjs
16° C DB 85 % RH
fitters cooling / hea t ing coil s

condi t ioned space
al so w ate r sprays
aM dr ain 27° C DB . 50%R. H
i
_ r ecir cula ted air
l eak ag e ai r
(t ot al 17mJjs )
(or t an extrac t ion
to waste)
AIR CONDITIONING CIRCUIT

Fig. 7.20
recirculated depends on the installation, space conditions

(smoking, etc .), degree of air motion (draughts, etc.) and so
number of air changes per day is a balance of quantity and
temperature. Thus temperature, humidity and air motion are
interrelated and the designer must correlate correctly. About 0.1
m 3/m1 floor space (accommodation) to 1.33m3/m1 floor space
(kitchens) may be regarded as typical maximums, air motion
about 100 mm/s.
The air conditioning uni t (compressor, evaporator,
condenser, etc.) will usually be independent from the rest of the
refrigerating plant, although located often in the same space.
The brine supply will be distributed to the cooling grids
incorporated in a unit. The number of units would depend on
the number of accommodation circuits necessary, say at least
one unit per accommodation deck. Size of the plant would
depend on the type of vessel.
.REFRIGERA nON 291
Each unit would exist in a similar circuit to that shown in Fig.

7.20. Leakage air must be cut to a minimum by closure of ports
and doors. Air circulation would be through the normal louvre
system to the various spaces, when heating is required the air
would bypass the shut down cooling grid and be passed over
heating elements, in this case a controlled water spray controls
humidity before leaving the unit.
The temperature and humidity are controlled at the grid,
drainage condensation being led away from the unit. Air motion
will be determined by the initial design of the fans, ducts and
louvres. The flow is usually by centrifugal or propeller type fans
and the humidistat or thermostat controller is situated at the unit
together with fan controls. Cleanliness and purity depend on the
filters. In marine practice viscous type filters are used in which
the filter medium (glass wool, fibre, compressed cardboard) is
inserted between metal grids (about 50 mm apart) and the
assembly mounted as a removable case. The cartridge is
immersed in an odourless oil and then dried. Such filters are
usually arranged to be cleaned by steam, alkalis, etc.
Other types are available which are in cardboard cases and are
destroyed when dirty but they have little marine usage as yet.
Similarly dry filters (paper compressed screens) and electric
precipitator types are available but also have no great
application in marine services as yet.
Simple Heat Pump Circuit

The circuit, in conventional diagrammatic form, as shown in
Fig. 7.21 should be clear. It is arranged for warming the
accommodation in winter.
, -,
hot air
<, to rooms
hot a ir f rom
outside /
/
II
\ /
/
/
/
1#
/ expansion
cold a ir valve cold air
.
from rooms to outsice
SIMPLE HEAT PUMP CIRCUIT

Fig. 7.21
By reversing the direction of flow, by means of the cross-over

valves, the heat pump can cool the accommodation in summer.
Coefficient of performance averages about 5.
Dehumidifier (Fig. 7.22)

Moisture is removed from the humid air by passing the air
through a fluted rotating drum of asbestos type material surface
impregnated with water absorbing salts . A separate stream of
heated air passes through the drum over a 1.6 radius sector in the
opposite direction to continuously remove the moisture
deposited on the salts. The drum is mounted on two rollers
covered with a high frictional coefficient material. A motor
drive to the rollers causes rotation of the drum in the two air
streams.
Heat input of 6.7 W would remove 21.4 x 10- 3 kg/s of
moisture from humid air at 27°C and 600/0 R.H. and flow rate
of 0.77 m3/s.
r egenerat ion a ir in let duc t we t air outlet du ct

(w ith f ilte r and electr ic heat er) (wrth ext raction fan )
on side I top) on the top
I r--::==-==---~
I IE-rOller- =-:-::Hi I
I£;J hum id
a ir
itt I -- - - ---'1j I
""l..._ _---1 1 ~ iks~~s _

I
I
drum III
II
I I:
I
II E---- "l
-I I
II
J: _J
·-·roller- - - __ motor
I ---.
I L II
dry a ir out let duc t

(wi t h extract ion fan )
on si de (top )
DEHUMIDIFIER (DIAGRAMMATIC PLAN VIEW)

Fig . 7.22
The dehumidifier prevents moisture damage to cargo from

direct moisture deposit or moisture deposited on internal ship
surfaces.
One unit is normally provided for each hold and an electrical
control and recording panel is provided on the unit as well as at a
centralised station.
REFRIGERATION 293
The fan units would normally each provide about 70 air

changes in one day for the full hold volume and damper units
are arranged to give re-circulation or ventilation with outside
air.
Two recorders are normally utilised per unit , one recorder
with sensors for ship skin moisture i.e. weather temperature,
weather dew point, sea water temperature and hold dew point
and the other for cargo moisture with sensors for weather dew
point, cargo temperature and hold dew point. Cargo storage
temperatures are given at the end of th is chapter (Table 7.5).
Fruit and vegetables are mainly stored at high humidity (90-95)
but meats generally must be in drier air and modern deep
freezing is at lower temperatures (-18°C). The atmosphere
needs to be monitored, for such as oxygen and carbon dioxide,
and controlled.
INSULATION
Shipside insulation is as shown in Fig. 7.23 and Fig. 7.29. An

alternative space saving method is to put the granulated cork in
the air space so moving the vertical tongued and grooved board
with zinc sheathing right up to the insulating paper.
Tank top insulation is as shown although in some cases the
lower battens and bottom tongued and grooved board can be
omitted. In the case where the insulation extend s right across a
bilge, with a tank margin plate form of construction, access
doors must be provided as shown.
Deckhead insulation is virtually the same as side shell or
bulkhead insulation, the fastenings being to the deck beam s.
All insulation should be rat and vermin proofed and vapour
proofing is also required. Air flow through walls will reach dew
point and moisture will form which destroys the insulating value
and rots the material. Vapour proof papers are commonly used,
and all joints and concrete plaster over wire mesh covers should
be coated with odourless asphalt (bitumen), tar or oakum.
Hatch covers, inspection doors etc., are of heavy construction
usually of the wedge type, the taper being lined with felt or
having ball rubber joint inserts .
Brine rooms etc., are usually concreted on wire mesh on the
inside to give a smooth clean appearance. Piping to and from the
compressor to the brine or evaporator room should also be
effectively insulated. Silicate cotton also sawdust are packed 192
kg/m? and granulated cork about 128 kg/rn-. Plastics which

flow easily and form firm hygienic mouldings are now in more
general insulation use . Fibre glass and cork slabs are also used .
See Table 7.4 .
Cargo containment-piping systems for LNG and LPG utilise
aluminium-stainless steel with membrane double skin tank.
construction and perlite insulation (boxed) - alternative
polyurethane foam inside and-or outside. Cascade re-
liquificationplantsare usually provided.
INSULATING MATERIAL THERMAL CONDUCTIVITY W/ mK

AVERAGE VALUES
Polyurethane Foam 0.026

Expanded Polystyrene 0.034
Corkboard 0.043
Fibreglass 0.043
Rockwool 0.036
Kapok 0.035
Ground Cork 0.043
Celotex 0.052
Building Brick 0.346-0.692
Concrete 0.737-1.373
TABLE 7.4
APPROX: STORAGE TEMPERATURE

PRODUCT °C
Chilled Beef 2
Frozen Beef -4
Chilled Mutton 2
Frozen Mutton -6
Poultry -8
Fish -7
Milk 0
Butter -II
Cheese I
Eggs -1
Chocolate 2
Wines 7
Beer I
Vegetables 2
Apples and Pears 1
Peaches and Oranges 7
TABLE 7.5
REFRI<mRATION 295
,side plating
\ air
frame \
I--bulb
angle plan view
space angle
) ~~ac~r---'vertical wood batten
::::::::I~
- granulated cork
horizontal boarding
i nsulating paper
~
- ",
~
zinc (or galvanlsed)

- vertical boarding
sheathing
shipside insulation
tank top insulation
skin
\ ......: ' granulated

cork
,
hatch boards
.'
."...,
.'.
'.,
, .'
~ =p
I
o~~:.- ~ ~ ~-- . .
hatch access door
d.b. tank
bilge access door
INSULATION DETAILS (1)

Fig. 7.23
296 REED 'S GEN ERAL ENG INEE RING KNOWLEDGE
asbesto s
graph it e
. or
ru b ber
ri n g
br ine pipe
[asbestos cement
insu lated )
bul kh ead connect ion t her mome ter pocket
cha m ber f lo or
gutte r wa y dr ain
~~\
to b ilge
hood
/
heavy --""
br ine sea lU
chambe r drain trap
O bil g e
be low
INSULAnON DETAILS (2)

Fig. 7.24
Heat Transfer (Insulation)

The two examples following serve to revise basic theory:
1. A brick wall, 0.225 m thick with a thermal conductivity of

0.6 W/mK, measures 5 m long and 3 m high, and has a
temperature difference of 25 K between inside and outside
faces. What is the heat conduction rate?
Q 0.6 x 5 x 3 x 25 _ 1 OOOW
0.225 -,
2. A brick wall 0.24 m thick has a concrete surface facing

0.015 m thick . Thermal conductivities are 0.6 and 1.5
REFRIGERA nON 297
W ImK respectively; surface heat transfer coefficients,

inside and out, are 3.333 and 20 W I m 2 K respectively.
Evaluate the overall heat transfer coefficient needed to
estimate the heat conduction rate through the wall.
R.= R1 + R, + R, + R,
1 1 x, Xb 1
U= h; + k.: + k b + ho
= _1_ + 0.015 + 0.24 + 1.-

3.333 1.5 0.6 20
0.76
U = 1.316W/m 2K
298 REEO 'S GENERAL ENGINEERING KNOWLEDGE
TEST EXAMPLES 7
Class 3
1. Sketch a simple refrigerant cycle of the compression type
and on the sketch show a position in the cycle where you
would expect the refrigerant to be:
(a) a liquid,
(b) a gas.
2. Describe the basic refrigerant circuit for a compression
type plant. What kind of gas is commonly used in this type
of plant?
3. State the reasons why Freon 12 is a popular refrigerant gas.
4. Explain why the refrigerant gas in a compression type
domestic refrigeration plant is passed through a condenser
after being compressed.
REFRIGERATION 299
TEST EXAMPLES 7
Class 2
1. (a) Draw a line diagram of a refrigeration system for
servicing a large number of insulated containers
labelling the principal items and showing the
direction of flow in all lines and ducts.
(b) Explain how the system works in order to
maintain containers at different temperatures.
2. Suggest, with reasons, the most likely cause of the trouble
if the suction to a multicylinder refrigerant compressor is
subject to considerable icing under the following
simultaneously prevailing conditions:
(a) compressor in good condition and running at
normal speed,
(b) throttling regulator valve open more than usual,
(c) no detectable loss of refrigerant,
(d) brine temperature rising,
3. With reference to refrigeration plants state how:
(a) very low evaporator temperatures are achie ved,
(b) automatic expansion valves in direct expansion
plants are adjusted,
(c) compressors are protected against appreciable
'carryover' of liquid refrigerant,
(d) air in the system is detected,
(e) over charge of refrigerant is indicated.
4. Briefly describe how in main refrigeration plants:
«1) sea temperature can restrict plant operation,
(b) the limitations in (a) are overcome,
(c) short cycling occurs,
(d) short cycling is avoided.
TEST EXAMPLES 7
Class 1
1. (i) Draw a line diagram of an accommodation air
conditioning plant, labelling the principal
components and showing the direction of air flows
in all ducts.
(ii) Explain why humidity control is essential for
comfort.
(iii) State how ambient temperature affects humidity
control.
(iv) Give a reason why compensation for air losses is
necessary and how it is accomplished.
2. (i) Identify, with reasons, those properties of Freon
which makes it such an attractive refrigerant.
Give reasons why each of the following gases has fallen
into disfavour as a refrigerant:
(ii) carbon dioxide,
(iii) ammonia,
(iv) methyl chloride,
3. Give a reasoned opinion as to the validity of the following
references to accommodation air conditioning:
(i) 'rule of thumb' method whereby rate of air change
is directly related to cubical capacity of the
compartment concerned is quite satisfactory for
all practical purposes,
(ii) mechanical ventilation with air heating is
inadequate for comfort in ships operating within a
wide range of ambient air temperature and
humidity,
(iii) humidity control is absolutely essential for long
term comfort of personnel.
4. In refrigeration what is meant by:
(a) specific heat capacity,
(b) specific enthalpy of evaporation,
(c) specific volume,
(d) critical temperature,
Give typical values for each of the above for three
refrigerants.
CH APTER 8
FIRE AND SAFETY

One of the most dan gerous hazards that seafarers may
encounter on shipboard is that of fire. Prevention is better than
cure, is a well worn axiom that was never more ap propriate .
PRINCIPLE OF FIRE
Thi s may be stat ed in general terms as the chemical

combination of combusti ble elements or com pou nds with
oxygen. resulting in the liberation o f heat.
Material s such as coal, wood . paper and any goods which are
manufactured from them contain carbon which is a combustible
element. An y o f these mater ials if subjected to hear will ignite . in
other words, t he carbo n wiU combine readil y with the oxygen
from the atmo sphere because con dition s are correct, and heat
energy will be liberated .
Oils an d vapo urs given off fro m the oils are basically
hydrocarbon i.e, they con tai n t he combustible element s
hydrogen and carbo n which again, if co nditions are correct t.e.
temperature and pressure, will ign ite in th e presence of oxygen.
FIRE PREVENTION AND PRECAUTIONS
C leanliness, vigilanee and commo n sense are the principal

weapons with which to pre vent fire.
Tank tops should be kept clean and well lighted , it is
reco mmen ded that tank tops be pai nted white so that any oil
leaka ges from dr ip trays, pipes, joints, filters and valves may be
easily spo tte d and the leakage dealt with promptly before any
dangerous accumulation of oil arises.
Bilges mu st be kept clean and the pumps and strainers for th e
bilges main tained in good working order.
All fire fighting appliances mu st be kept in good working
order and tested regularly. Eme rgency pump an d ran stops,
302 REED 'SOENERAL IONGINEEillNG KNOWUIDGE
collapsible bridge oil valves , watertight doors, erc., sho uld all be
tested freq uently and kept in good o perativ e o rder. All fire
detection devices should be regu larl y tested and an y faults
recti fied .
All engine room personnel should be fully co nversant with the
recognised proced ure fo r dealing with a fire aboard ship and
should kno w th e wherea bo uts a nd method of operating all fire
fighting equipment .
When coal is car ried , as cargo , the compartment o r
compartments where it is situated should be well ventilated and
the coal should, as far as po ssible, be stacked in suc h a way so
th at it presen ts as large a surface area as possible to the
atm osphere. This will reduce risk of an outbreak of fire d ue to
spo ntaneo us combustion of the coal . Personnel should be
th oroughl y familiar with the problems associated with any
special cargo the vessel may be ca rrying, e.g. LPG, LNG and
chemical carriers .
TYPES O F FIRES AN D METH ODS O F EXTINGUiSH ING
( I) Oil Fire s
T he vapours given off from the oil can be ignited , ca using a
rise in temperature of the oil so that more oil vapour is readily
given off from the oil to replace that already burnt . Th e methods
of extin guishing oil fires are as fo llows:
(a) Sand, used for sm all oil fires. it serves as a blanket so
excluding the atmosphere .
(b) Wat er spray, this mu st completely cover th e sur face o f the
burning oil. t he water has a cooling effect that will reduce t he
rate at which vapour is given off from the oil. Th e wate r sp ray
also smothers.
(c) Foam , serves as a blanket to smot her th e fire .
(d) Dry pow der, serves as a blan ket t o smother t he fire.
(e) Inert gas, e.g. Carbon dioxide. heavier than air hence it
dis places the oxygen bearing atmosphere.
(f) Steam. smothers the fire.
(g) Asbestos bla nket, used for smo therin g small fires.
(2) Coal Fire!l

The methods by which a coal fire is exting uished are
principally by cooling. Hence wat er is generally used . SOda-acid ,
car bon dioxide and water portable ext inguishers may be used to
ext inguish small coal fifes.
FIRE AND SAFETY 303
(3) Material Fires

Wood, paper, waste, bedding and other similar materials
when burning may be extinguished by cooling, principally with
water or, again, soda-acid, carbon dioxide and water. Dry
powder portable extinguishers may be used.
(4) Electrical Fires

Electrical equipment maytake fire due to overheating of some
component or components or some other such cause. If it is
possible to interrupt the supply of current to the electrical
appliance the fire may then be extinguished by using water. If it
is not possible to interrupt the supply of current the following
may be used to extinguish the fire (a) Dry powder, (b) Inert gas
e.g, COJ.
FIRE DETECTION METHODS
Fire Patrols
These are not normally carried out on a regular basis upon
most vessels but they should be conducted (I) immediately prior
to, or upon sailing. A thorough inspection of the vessel being
made especially in hold compartments, stores, engine and boiler
rooms, etc. (2) when the vessel has been vacated by shipyard
personnel whilst the vessel is in port undergoing repair. Someone
may have been using oxy-acetylene burning or welding
equipment on one side of a bulkhead totally unaware that the
beginnings of a fire were being created on the other side of the
bulkhead.
The patrol should, in addition to looking for fire, assess and
correct any possible dangerous situation, e.g. loose oil or paint
drums, incorrectly stored chemicals, etc.
Fire Alarm Cirtuits

These consist of an alarm panel, situated outside of the
machinery spaces, which gives indication of the fire zone. Zone
circuits, audible alarms and auxiliary power supply (Fig. 8.1).
Circuits
When the contacts in a detector head close (open under
normal 'conditions) they short the circuit and cause operation of
the audible fire alarm. The lines in the circuit are continuously
monitored through 1 to 2 and 3 to 4, hence any fault which

develops, e.g. damaged insulation, break in the cable, causes the
system failure alarm to sound.
:: batt ery
. _ inverler
" /(10; d.c-a.c.1
audible alarm s
zon~ indiC_'t-rTn,n
on/oft all.rm off switch
SWilChe'i--'::'-LLl.LJ
system tailur~
supply alarm
,ystem te51 swilch
circuil for a zone
FIRE ALARM CIRCUIT

Fig. 8.1
Power failure
In the event of failure of mains supply power, automatic
auxiliary power is supplied from fully charged stand-by batteries
for up to 6 hours. Most systems operate on 24V, de, however,
for those operating at mains supply of 220V. ac an inverter
converts the 24V. dc to 220V. ac.
Audible Alarms
The fire alarm is usually an intermittent audible signal
whereas fault and manual test are normally a continuous audible
signal.
Fire Detector Heads

Various types are available for fitting into an alarm circuit,
choice is dependent upon fire risk, position, area to be covered,
volume and height of compartment, atmosphere in the space,
305
etc. To econo mist and simplify, standard bases are generally

used in the circuit into which different types of detectors can be
fitted .
H e.( Senson
These may be fixed temperature detectors, rate of rise
detectors or a combination . Rate of rise detect ors do not
respo nd and give alarm if the tempera ture gradually increases,
e.g. moving into tropical regions Or heating switched on.
/ /
d 0
I",,. dl l. ~
,mil
• ;
~ ", plLlic '.. ~ d :
trC:J.>f'lCy .." . :
~-- - - - - .:
Iul'll'd 10 2SHI
• phoro- r l«lri"
u ll
'>,. At If rtS/ tiltr f
/
/ \
INFRA RED FL AM E
DETECTOR
I L-- ck e!' ;c..l Iuds

'1 1'u <:! le '"PC. a l... . srcp
~
wclJicill
I n .1~ ,,~
! ! I:lIrrd ~;/Ij ....
•
I I
C.
ili ~~ • 9~"C'
"ud ' . m ~ r il Uri bi - ma-tilol eDils

;l.djustm ent SCrrIi
tn;n r;opp",
~.mi-sph.ric<ll bulb
1.1 Ibl
FIRE DETECTORS
Fig. 8.2
306 J:.E.ED'S GENERA L.ENGINeERING KNOWL EDGE
Fig. 8.2(a) Pneumatic TYfH :

Increase in tem perature increases the air pressur e inside the
hemi-sphe rical bulb , if the bleed o f air th rough the two way
bleed valve from th e inside of the bulb is sufficient t he
diaphragm will not move up and close the contacts. If however
the rate of rise of tem perature causes sufficient pressure build up
inside th e bulb to close the contacts, alarm will be given , In
either case a bi-metal uni t will at a pre-determined temperat ure
close th e co ntacts on to the fixed temperature ad justment screw.
giving alarm.
Fig. 8.2(b) Bi-metal Coil Type:
Two bi-metal coils anached to a vertical suppo rt bracket are
encased in a protective metal cap . When the temperature
increases A will move to close the gap C at a faster rate than B
moves to maintain t he gap, this is due to B being better insulated
from the heat than A. If the rate of rise of temperature is
sufficient, gap C will be closed and alarm given . At a fixed
temperature gap D, then gap C will be closed, giving alarm.
Quartzoid bulbs of the type fitted into a sprinkler system are
fixed temperat ure det ectors used for spaces other than engine
and boiler rooms.
'"
"
"
s
ol -- --:-- c:-- ---",-

s
tcs ponu rn m in ut ~ 5
"
DETECTOR RESPONSE CURVE
Fig . 8.3
Relevant Points
Sensitivity: a typic al response curve for a rate of rise detector
is shown in Fig. 8.3. The great er the heat release rate from the
FIRE AND SAFETY 307
fire the poorer the ventilation and the more confined the space,
the quicker will be the response of the detector and the sooner an
alarm sounds.
Fixed temperature setting depends upon whether the detector
is in accommodation or machinery spaces and can vary from
55°C to 70°C.
The detector is useful for dusty atmospheres as it is completely
sealed but it does not give as early a warning of fire as other
types of detectors. It can be tested by a portable electric hot air
blower or muff.
Infra Red Flame Detector

Fig. 8.2 also shows in simplified form this type of flame
detector. Flame has a characteristic flicker frequency of about
25 Hz and use is made of this fact to trigger an alarm. Flickering
radiation from flames reaches the detector lens/filter unit,
which only allows infra-red rays to pass and be focused upon the
cell. The signal from the cell goes into the selective amplifier,
which is tuned to 25 Hz, then into a time delay unit (to minimise
incidence of false alarms, fire has to be present for a pre-
determined period), trigger and alarm circuits.
Relevant Points
Very early warning of fire is possible, suitable for areas where
fire risk is high, i.e. machinery spaces-but not in boiler rooms
where naked flame torches are to be used for igniting oil.
Reflected radiation can be a problem in boiler rooms and from
running machinery. Obscuration by smoke renders it
inoperative. It can be tested by means of a naked flame.
Photo-electric Cell Smoke Detectors

Three types are in use, those that operate by light scatter,
those that operate by light obscuration and a type which
combines scatter and obscuration.
Light Scatter Type (Fig. 8.4):

A photo-cell separated by a barrier from a semi-conductor
intermittently flashing light source are housed in an enclosure
whose, containment allows smoke but not light inside. When
smoke is present in the container, light is scattered around the
barrier on to the photo-cell and an alarm is triggered.
neon lamp
slandard bas~
alarm and
control (,rcul!
barriu
I tl~shlng lamp
,,, ,,
,
p~ot~ ~I;c~,~ - - -J.. ~ncl()su"l allows smoke
cell to enter but net l'ght!
SMOKE DETECTOR. LIGHT SCATTER TYPE

Fig, 8.4
Relevant Points
Smoke may be present without much heat or any flame. hence
this detector could give early warning of fire. Photo-cells and
light sources are vulnerable to vibration and dirt. Testing can be
done with smoke. from a cigarette.
The light obscuration type is used in oil mist detectors for
diesel engine crank cases and the obscuration/scatter type is to
be found in the detecting cabinet of the carbon dioxide flooding
system shown in Fig. 8.17.
Standard Bases
The standard bases shown in the figures for the various
detector heads have a neon light incorporated which flashes to
indicate which detector head has operated. Detector heads can
be simply unplugged from the base and tested in a portable test
unit which has an adjustable time delay, audible alarm and
battery.
Combustion Gas Detector

A circuit diagram of a combustion gas detector is shown in
Fig. 8.5. Two ionisation chambers connected in series contain
some radioactive material which emits a continuous supply of
ionising particles.
The detecting chamber is open, the reference chamber closed
and operating at a constant current since it contains air which is
being ionised and the applied potential ensures that saturation
point is passed. Current strength is dependent upon the applied
F1R E .... NDSAFETY 309
illal'm'd~
~~----r---------, A
, ..,I C' &I\U

,.:;: thilmb tt
_ _ _ _ _ _ ----' L - _- ' c
COMBUSTI O N GAS DETECTOR

Fig. 8.S
potential, since if the po tenti a! is low not all the ionised particles
reach the electr odes, som e will combine with elect rons and thus
be neutr alised .
When the potential reaches a certain value all the ions formed
reach the electrodes giving saturation . Beyond th is, the current
will remain ap proximately co nstant irr espective of any fu rther
increase in po tential. In this way the reference chamber has a
constant resistan ce.
If combustion particles, visible or invisible, pass t hro ugh the
open detecting chamber the current wiJl d rop since the
combustion products are mad e of larger and heavier particles
than normal gas molecules. When ionised . the particles are less
mobile t han ionised air particles and becaus e of increa sed bulk
and lack of mo bility. can readily combine with particles of
opposite charge and hence be neut rali sed . The effect is to greatly
increase the resistance of the dete cting chamber, this cha nge in
resistance produces a substantial chan ge in the potential at th e
cent re point B.
Normal voltage A to C is 220, A to B 130 Volts, B to C 90
Volts. When voltage shift. due to increasing resistance in the
310 REED' SGEN£RALENGL"'E£RI !'IC KNOWLEDCE
det ecting cham ber, reaches l lOV across BC this is suffici ent to
tr igger a discharge in the valve fro m 2 to 3. the capa citor then
unloads itse lf across 2 to 3 encouraging a dischar ge from I [03,
by-passing the cha mbers and cau sing heavy current flow
through the alarm relay and the alar m to so und ,
It ca n be tested by cigarett e smoke or the use of buta ne gas
delivered fro m an aero sol container. It is a very sensitive fire
alarm and a time delay circuit may he incorporated to minimise
the incidence of false alarms.
CRIT ICAL ANALYSIS OF FIRE EXTING UISHI NG

ME DIUMS
Wat er
High latent heat. 2256.7 kJ /kg at atmospheric pressure hence
it has a very large coo ling effect. If it absorbs th is heat it expands
to 1,700 times its liquid volume to produce steam which is a
smot hering atmosphere.
II is plentiful, no n-toxic. safe to use on most fires, can be
easil y directed over co nsiderable distances.
When used on oil fires all the liqu id surface should be covered
by the: water spray, and surr ounding hot metal sho uld be cooled
to preve nt re-ignition . If water droplets enter the hot oil they will
be con verted to steam-this ra pid expa nsio n from water to
stea m leads to splutte ring and possib le spread o f the rue. T he
water d roplet s should be fine enou gh (mist or fog) so that the y
cool by ta king hea t from t he burning vapours, thi s is especially
necessary in the case o f oils with low fire point s, e.g, crude,
petrol, etc., direct cooling of thes e oils is not pos sible.
Stea m
Has a very limited cooling effect . its higher temperature
makes the cont rol of smo lderi ng fires somewhat prot racted . It is
not always available and lar ge quantities ar e necessary . Steam
sho uld not be used in conj unc tion with carbon dioxide fo r hol d
compa rtm ents. since to use it after carbon dioxide would be to
replace a good fire fight ing med ium with a relat ively poo r one,
Steam smothering is not recommended.
Foam
Foam, which is used principall y for extinguishin g oil fires,
may be generated chemically or mechan ically.
FlIlE AN D SAFETY 311
Chemical genera tion of foa m is acco mplished by rmx mg

together a solution of sodium bicarbo nate and a solution of
aluminium sulphate in the presence of a stabiliser (r .g. soap or
liquorice). The result of the chemical reaction which ta kes place
between these tWOsolutions, is a mass of tough skinned bubb les
containing car bon dioxide. An increase in volume also
accompanies the reaction, in the proportion of approximat ely
one of solut ions to eight of foam.
Mechanical generation of fo am is done either by mixing, using
a suitable agitator, a dry powdered protein compound of hoof,
horn and hydrolised blood with water and air or mixing a
synthetic detergent concentrate with water and air.
Chemical Ioam deteri orates in storage and hence there is a fall
off in performance; regular testing and recharging are required .
'Throw capability' depends upon the expansion ratio . i,e. the
volumetric ratio o f the amou nt of foam to tbe amount of water
used in its form ation . Low expansion foam (8:1) has a
reasonable throw but medium and high expansion foams (abou t
150:1 and 1,000:1 respectively) have very little throw capab ility.
Mechanical foam can be pumped to foam monitors (foam
guns er suitable deck stations, e.g .) from which it can be thrown
considerable distances, depend ing upon the pumping pressure.
A mecha nical low expansion foam (about 12:1) cont aining a
free flowing agent (per fluorinated surfactant) which alters the
surface tension and thereby enable s the foam to flow rapidly and
evenly across large areas, may be used for deck fires on product
carriers and chemical tankers. In addition, this AFFf (aqueous ,
film. form ing, foam or light water foam ) may have, d ue to
additive , imiscibility with certain cargoes (e.g . Methyl alcohol)
thus preventing break down of the Ioam due 10 water loss.
Foam extinguishes oil fires by providing a heat radiation
blank et from the flames burn ing above the oil and th is cuts off
the supply of fuel to the fire. The water content of the foam may
in pan be converted to steam, this prod uces a cooling and
smot hering action .
C.rbou Dioxldt
Relatively low latent heat hence it has a limited cooling effect.
When released it expands to some 450 times its liquid volume to
produce a heavier than air, cold gas which has a penetrating
three dimensional action, displacing the atmosphere, lowering
the oxygen level and smot hering the fire.
Its vapour pressure is approximately 40 bar at O°C , hence if it
is liquid at ambient temperature its pressure must be greater than
3 12 REED'SGENE.RALEN GINEEIlING KNOWLEDGE
40 bar. Containers (except for bu lk system s) are heavy, which

limits t he size of po rtable extinguishers .
Carbon dioxide is non-corrosive. toxic, does not deteri orate
and does no damage. It is a non-conductor of electricity. clean
and relati vely inexpensive fire fighti ng medium suitable for most
fires excep t those that liber ate oxygen whilst burning .
Vaporising Fluids
Halogenated hydrocarbons BCF and BTM are accepted for
use on shipboar d.
BCF is kno wn as Halon 1211 (CV.CIF1)

BTM is known as Halon 13 01 (CB,F)
Since t heir characteristics are somewhat similar, an d the BCF

is slightly preferable, only the BCF will be discu ssed.
RCF
Higher latent heal than carbon dioxide the refore it has a
better cooling effect . If extinguishes fires by breakin g t he fire
chain , i.e, it acts as a ' negative catalyst' and ext inguishes a name
in milli-seconds.
Its vapour pressure is about 1.2 ba r at O°C hence co ntai ners of
BCF are only slightly pre ssurised and therefore light and
portable.
BeF is less toxic and 40 per cent more effective by weight than
carbo n dio xide. Th is means less sto rage space an d o nly ' to , .,
per cent sat uration o f a co mpartment is required .
II has a high electrical resistance, better th row characteristic
than car bon dioxid e. is expen sive. relatively difficult to obtai n
and its products of pyrolysis are toxic (i.e. the gases an d vapours
given off when BCF contacts n ame or burning surfaces).
As previously sta ted BCF and BTM characteristics are similar .
t heir main difference bein g vapo ur pressures, BTM vapo ur
pre ssure being higher means heavier. stronger storage vessels.
less portability, quicker discharge and probable first choi ce for
fixed installati ons .
Halons are very expensive, the weight required is one third to
one half th at of carbon-dioxide required, they have to be
discharged very quickly (in fixed fire installation s about 20s
maximum) and they are no t suitable for deep seated smouldering
fires. Hence for larg e spa ces an d holds carbon dioxide will
remain Ihe most popular.
FIRE AND SAfETY 313
FIRE EXTINGUISH ERS (FOAM)
~ i lle Litre Foam Fire Extingais ber

Constru ction
A 9 litre portable foam fire exti nguisher of th e inverting type
is shown in Fig. 8.6. The inner and outer co ntai ners are mad e o f
lead or zinc coated steel, the out er container being of riveted
construction . Ca p and nozzle are mad e of brass and a loosely
fitti ng lead valve may be situated at the top of the inner
container to provide a seal. The brass cap ha s a series of small
radi al holes drilled through it which comm unicate the inside of
the extinguisher with the atmosphere when the cap is being
unscrewed, hence these hol es serve as a vent if t he nozzle is
blocked.
...-• .ng ~•
n<JI~.-, ...! )Cf~ d III
~ ../ , ~
.::J
riy.t . d "' .... ld ro1

stool ,on l ~I 'W '
-".<, -
-
-
-
-
-
'00
su i
;l.lumm' um k<lp!'\ •• - .
o;JJlution in In" "
' 0"'1...,....' - -
-
-
-
-- -
-
-
- - -
,odI um b>( ....~
':.:-
-.,.>j"t ,on <I " d ' t.itloio ~ , ~ - - - -
- - -
--
- - - -
- - -
-- ..
~- -/
9 LITRE PORTABLE FOAM fiRE EXTIN GUISHER
Fig. 8.6
Contents
The inner container is filled with a solution of aluminium
sulphate and the annular space formed by the inner and outer
containers is filled up to the level indicator with a solution of
sodium bicarbonate and foam stabiliser. Proportions of
solutions approximately 1:3 inner and outer containers
respectively. total solutions 9 litres.
Operation
By inverting the extinguisher the lead seal will fall. clearing the
ports in the inner container and the two solutions can then freely
mix. As the solutions mix they react, generating foam under
pressure which is discharged through the nozzle.
Performance
9 litre foam fire extinguisher generates approximately 72litres
of foam. Working pressure 7 bar (0.7 MN/m!), testing pressure
~~ __
'=- g""m elal valve
•_t---._-:s<r.w~d gunmolal <a.p

with radial r~li ~1 holes
o nI:=:"",mixing holes
_1. .. 1 indic ator
ISm of
coiled rose 0
In saddl~- 00
00
00
00 trunnion
lxass frame crossbar

nOZlI~
frame
136-LITRE FOAM FIRE EXTINGUISHER

Fig. 8.7
FlIl.I: AND SAFETY 3t S
25 bar (2.5 MN/m J ) , length o f jet 7.5 to 9 m, duration o f
discharge It minutes approximately.
136-litrc Foam Fire ExlinKui'>hcr

This fire extinguisher is similar to the 9 litre type apa rt from
the screw down valve, hose and frame.
To operat e, the hose is uncoiled, valve opened, stop pin
removed and the extinguisher is pivoted until it rests on th e
crossba r. This causes the two solutions to mix and generate
loam .
The performance figures are: Foam generated 1,000 litres,
working pressure 15 bar (1.5 MN/m!), testing pressure 25 bar
(2.5 MN/m l ) , length of jet 18 m, du ration of discharge 15
minutes approximately.
Testing
In order to test the extinguisher contents, 5 ml of the acid
solution should be mixed with 15 ml of the alkali solution in a
graduated vessel and this should produce abou t 160 ml of foam,
Testing should be carried out about every four months with a
thorough inspection and test every 12 mont hs.
Nine Litre Port able Mecba nk al Foam Fire Extinguisher

Construction
The body is made of welded steel, zinc coated, with a solid
brass neck ring silver soldered to it. Tbe removable bead
assembly which incor porates the plunger , is made from a solid
bra ss pressing. When th e head assembly is screwed into the neck
ring it presses down on to a thick ru bber washer and flange on
th e charge container thus providing a seal and securing the
charge contai ner in place.
A nozzle made of aluminium alloy with fin-protected air holes
is connected 10 a reinforced hose one metre in length . The hose is
coupled to a brass elbow coupling which is soldered to the
stainless steel diptube,
To prevent accidental dischar ge a swivel safet y-guard is
pro vided which also , when in po sition , holds the spring-loaded
plunger valve open which vents the extinguisher thus preventing
dribbling fro m the nozzle.
Contents
The body is filled with 8.25 litres of water and the charge
container is made up of ( I) 0.85 litre liquid air foam concentrate
in a sealed plastic bag (2) a sealed 0.074 kg capsu le of COl at a
316 UEO'S GEN ERAL ENGI NEERING KNOWLE DGE
"" If'''' '1ud'd
loam solyl lQn in -

~ l a5 h c bag
d,p l ube
~;I '" _ _ non lt
ill' ""l .~
PORTABLE ~ECHANICAL FOAM FIRE

EXTINGUI SHER
Fig. 8.8
pressure of 53 bar. both o f which are contained in an aluminium

alloy tub e.
Operation
When the plunger is depre ssed it pierces the thin copper seal
releasing COl which rup tures the plastic bag and forces out the
liquid foam concentrate into the water. where rapid millingtakes
FIRE AND SAFETY 317
place. The foam solution is then driven up the steel dip tube,
through the hose to the nozzle, here it is aerated into good
quality fire-smothering air foam.
Performance
The 9 litres of solution produce approximately 72 litres of
foam, length of jet approximately 7m. Duration of discharge is
about 50 seconds and the body is pressure-tested to 25 bar.
This type of extinguisher can be rapidly reloaded, all that is
needed is to fiII body with water to the required level, drop in a
new charge container and replace head assembly.
FOAM SPREADING INSTALLATIONS
When fitted, permanently piped foam spreading installations,

operated external to boiler or machinery space, which supply
foam to boiler and/or engine room tank tops must have
sufficient capacity to give a depth of foam of at least 152 mm
over the whole tank top.
,nsp ectlon and waler meter
ttl I i ng oov.r
<,
,, if
,
"d -
•
,
,
sypn on pip' L--:,
I
,I
A B
press ure 9;o~
venturi p"
/
MECHANICAL FOAM INSTALLATION

Fig. 8.9
Water at a pressure of at least 6 bar (0.6 MN/m 2) , supplied

from the ships mains, passes through the water control valve
into the venturi fitting. Two small bore pipes are connected to
the venturi fitting, pipe A is the high pressure pipe led through a
water meter to the top of the foam compound tank, pipe B is the
low pressure pipe which permits a controlled quantity of foam
compound to be entrained into the venturi fitting. The protein
foam compound and water pass along the main delivery pipe to
the foam makers situated in the boiler or engine room, as the
mixture passes thruugu the foam maker air is entrained which
then produces a stable foam which is delivered to the foam
spreaders. A diagrammatic representation of a foam maker is
included with Fig. 8.9.
Pre-mixed Foam
This type of mechanical foam installation is self contained,
i.e. does not require motive power from the ships pumps. To put
the system in operation it is only necessary to pierce the CO 2
bottle seals by means of the operating gear provided. The CCh is
then delivered at a pressure of approximately 42 bar (4.2
MN/m 2) to the metering valve. As the CO 2 passes through the
orifice plate it falls in pressure to 8 bar (0.8 MN/m2 ) or less. The
solution in the storage tank is driven out via the delivery pipe to
the foam makers situated in the boiler or engine room space,
wherein, air enters the system and foam is produced for
distribution to the foam spreaders.
~~nt v;olve
to loam maker
~;o!ety v;olve
co. meterirg
/ valv ~ relief in,pection and
jalv ~
r J! tilling cover
AA~ Gilbl~
/ ,,, 1\
,,,
~
manual release pre-mixed toam ,
,
solution in t"nk
,,,
\ ,, 1/
t<ari< drain
I
co. txJttles
PRE-MIXED FOAM INSTALLATION

Fig. 8.10
FIRE AND SAFETY 319
For tanker installations the foam may be delivered to the

pump room, the engine or boiler room sprayers, or to a hydrant
system to which hoses can be connected which have foam
making nozzles attached (see Fig. 8.10).
Foam Compound Injection System

Fig. 8.11 shows diagrammatically the compound injection
system often found on tankers for deck and machinery spaces.
Tank and pumps may be situated wherever it is convenient.
Foam compound is drawn from the sealed tank by the
compound pump, air enters the tank through the atmospheric
valve (this being linked to the compound valve). Both open
simultaneously and delivery is to the automatically regulated
injector unit. The injector unit controls the amount of water to
compound ratio for a wide range of demand by the foam
spreaders etc. A fire pump delivers the foam making solution at
sufficient pressure to the deck monitors (multi-directional type
foam guns) so that foam can reach any part of the deck, or to
the spreaders for machinery spaces.
et><}- deck
K>4-~achine{y
spaces
tlUsh,ng valvelshutl
K>4-_hydranl
"" .:
:\
I Iiniad
: valv.s
seeree foam
,
compound tank ~ / strainer
compound
pump
drain
strainer
FOAM COMPOUND INJECTION SYSTEM

Fig. 8.11
To bring the system into operation it is only necessary to open

the linked air/foam compound valves and start the pumps.
After use the system must be thoroughly flushed through and
recharged.
In chemical foam installations the principal disadvantages is
the deterioration of the chemicals and chemical solutions, hence
regular checking is necessary to ensure the system is at all times
capable of effective operation. However, with the chemical
foam system good quality uniform foam is capable of being
produced.
With mechanical foam systems, storage and deterioration of
the foam compound presents no difficulty, which is one of the
reasons why this particular type of system is generally
preferable,
High Expansion Foam System

This recently introduced foam system has been recognised by
the DTp as an alternative fire extinguishing medium for boiler
and engine room compartments.
The generators are large scale bubble blowers which are
connected by large section trunking to the compartments (Fig.
8.12).
,,, sprayers nylon mesh

\ \ \
,l<f -
- X
a
" I-~
~
fooom trun ked 10

boiler andlor ""gi,,~
--
room
I-~
inductor
~a wale,
\
foam
ccoceotrate
HIGH EXPANSION FOAM SYSTEM

Fig. 8.12
FIRE AND SAFETY 321
A 11 m long, 1 m square generator could produce about 150

mt/min of foam which would completely fill the average engine
room in about 15 minutes. One litre of synthetic detergent foam
concentrate combines with 30 to 60 litres of water (supplied
from the sea) to give 30.000 to 60,000 litres of foam.
Advantages:
(1) Economic; (2) Can be rapidly produced; (3) Could be used
with existing ventilation system; (4) Personnel can actually walk
through the foam with little ill effect.
Disadvantages:
(1) Persistent. could take up to 48 hours to die down in an
enclosed compartment; (2) Large trunking required; (3) Should
be trunked to bottom of compartment to stop convection
currents carrying it away.
FIRE EXTINGUISHERS (C0 2)
CO 2 Portable Fire Extinguisher

Construction
A 4.5 portable CO2 fire extinguisher is shown in Fig. 8.13. The
body is made of solid drawn steel which is hydraulically tested to
227 bar (22.7 MN/m 2) and it is coated internally and externally
with zinc, the external surface being finally painted.
A solid brass pressing forms the head assembly and this is
screwed into the neck of the steel bottle. The head assembly
incorporates a lever-operated valve. copper dip tube, bursting
disc and a discharge horn made of non-conducting (electrically)
material that can be swivelled in one plane only into the desired
position.
Contents
The body is charged with 4.5 kg of liquid CCh. at a pressure of
53 bar (5.3 MN/m 2) approximately.
Operation
A safety pin (not shown in sketch) would first be removed and
then the valve operating lever would be depressed. The liquid
CCh. would pass into the discharge horn and emerge as a cloud of
CO2 •
322 Iao' s GENERAl. ENGI NEER ING KNOWL EDGE
Performance
Range about 3 104m in still air. duration or discharg e about
20 s, about 2.5 m) of gas is produced .
Note : COt extingui shes a fire by cooli ng and smoth ering, th e gas
has the advantage that it can get into inaccessible places. co,
extinguisher contents, can be cheeked by regular weighing, this
shou ld be done about every four mon ths.
c~ d jsc hll'~
T:l
non eonduLhn'l
d'~d~~~;
swo..d e
hoff' ell n
,, '
,: I
. .
ra lmg
~
-..
l illin ~ h an dl. ~ Rd..,,,
" - sDli d bra s s hea d
J- r- ta p£, thr£a d
f-- -
~ oh dd,_ n stn l
boltlt 1. <,1. ed 216bl1r - -
- -
- - d i p t ub.
- "qu , d C ~
- -
- -
- -
- -
- ~
-
co) F[RE EXTINGUISHER

Fig, 8.13
F1aE AND SAFETY 323
COz and Wat er Portable fire EJ::ti nguisher.

Construction (Fig. 8.14)
The body of t he extinguisher Is of welded steel zinc coated ,
with the external surface painted. A brass neck ring is silver
soldered to the top of the steel body and the brass head
assembly, which incorporates plunger, ha ndle and swivel safety
guard, is screwed. into it and seals on a thick rubber washer.
Small radial vent holes are drille d in the head assem bly which
serve to relieve inte rn al pres sure when the head is bein g
un screwed in the event of the nozzle being blo cked .
A brass do ub le purpose nozzle is fitt ed to the delivery end of
the reinforced rubber ho se and the nozzle can be operated to
give wat er jet or spray as desired .
When t he swivel guard is in the protective position the spring
loaded piercer is sligh tly depressed, this serves to keep the
extinguisher vented when not in usc and prevents water overflow
due to chang e in atm osph eric conditions .
w~ l~ r d st ft l
l ine e oa lr d
.. --
d, p t u br
~ l,tll'i 0 1 dou bl, ~ ~ 'pcl!>l'

wa tt! " Qn l' !Si:"l yor Jotl
co, AND WATER PORTA BLE FIRE EXTI NG UIS H ER

Fig . 8. 14
Contents
The body contains 9 Iitres of fresh water, usually a wetting
agent is added to the water which enables the water to spread
more readily. The inner container is welded steel, zinc coated,
and is charged with 74 mg of COl at a pressure of approximately
36 bar (3.6 MN/ml ) .
Operation
The hose is first uncoiled from the body and the swivel guard
is swung to uncover the plunger. The plunger is then depressed,
this releases the COl which then drives the water out of the
extinguisher via the dip tube and hose.
Performance
Length of jet 10.6 m approximately, spray 6.06 m with about
36 m' of cover. Duration of discharge approximately 60 seconds.
Body tested hydraulically to 25 bar (2.5 Mtc/ms).
Dry Powder Portable Fire Extinguisher

Body is of riveted or welded steel with a brass neck ring. The
neck ring incorporates the COl injection tube. Screwed over the
neck ring is the head assembly which is fitted with a spring-
loaded plunger and has screwed into it, a replaceable COl bottle.
Connected to the outlet end of the discharge tube is a
reinforced hose which leads to a brass nozzle that is fitted with a
lever-operated control valve.
Contents
The body of the extinguisher contains approximately 4.5 kg of
dry powder, this powder charge is principally sodium
bicarbonate with some magnesium stearate added to prevent the
powder from caking. The COl bottle contains about 60 mg of
COl.
Operation
The extinguisher is removed from its supporting bracket and
the safety cap is removed. When the plunger is depressed it
pierces the CCh bottle seal, CCh then blows out the powder
charge.
Performance
Range about 3 to 4 m, duration of discharge about 15 s. Body
is tested to 35 bar (3.5 MN/m 2) .
FIRE AND SAFETY 325
... -.,
, ,
,, ,,
~ad n . p m ~ ~
'"" ..- ~
lbf ;r;.sio
",, 10 nl d
'" ~
/
I"')
),;~
co" botll p
- - '-----" .
- '"
-
l'csp _
- - -.
.... - ..
dry powd e' _ ' 0 di'ic har~.
tub.
- -- .-.
-
'--.
- - . -.
-- f-- .,,1.. wr>'rdJ.!A
injoclc' l" bl _
-- ~ o z> l .
..
-- -
--
- -- -.
1"'-:- --9
DRY POWD ER FIRE EXTI NGUISHER
Fig.8.1S
Dry powder acts to smother a fire in a -similar way to a

blanket. Owing to the great shielding properties or the powder
cloud the operator can approach q uite close to the fire.
The sodium bicarbonate powder will, due to the heat from the
fire. produ ce Co" which should further assist in smothering the
fire.
Soda-ad d Portable FIre Extl nzuisher

Riveted mild steel, lead coated internally and externally . is
used fo r the body of th e extinguisher . A screwed brass neck ring
is riveted to the top dome o f the mild steel body and the brass
anti-syp!1on .ent =~ swi.el ,afety guard
-;:\~!1~~_ brass
~
piunger
head ass e mbly
-brass nozzl t
ecpcer dip tube
handl.---- sodium llicarbonal. solution
riveted or welded
steel body
L~::::~~~:-::jlgauzefilter
SODA-ACID PORTABLE FIRE EXTINGUISHER

Fig. 8.16
head assembly, which incorporates plunger and acid bottle
carrying cage, is screwed into it. The head assembly joint is
either acid resisting rubber or greased leather. The nozzle is
made of brass and the delivery tube with loose gauze filter,
generally copper.
To ensure that the solution does not leak out of the nozzle due
to increase of air pressure in the enclosed space above the
solution (due to increase of temperature), a non-return vent
valve is usually incorporated in the head assembly.
Contents
A 9 litre sodium bicarbonate solution fills the body to the limit
of the level indicator and the glass bottle in the carrying cage
contains sulphuric acid.
FIRE AND SAFETY 327
Operation
When the plunger is depressed the acid bottle is shattered and
the acid is released. The sulphuric acid will then react with the
surface of the sodium bicarbonate solution and the result of this
chemical reaction is COl. The CO 2 builds up in pressure and the
solution is then driven out of the extinguisher through the dip
tube and nozzle.
Performance
Length of jet 9 m approximately, working pressure 2.7 bar to
3 bar, duration of discharge It minutes. Body is tested
hydraulically to a pressure of 25 bar (2.5 MN/m 2 )
approximately.
Soda-acid fire extinguishers should not be used in machinery
spaces for fighting oil fires as the principal substance discharged
from such extinguishers is water.
COl FLOODING SYSTEMS
This system (Fig. 8.17) of smoke detection, alarm and CO 2

flooding is frequently used for hold spaces and in some instances
may be found as additional fire fighting equipment for engine
rooms.
For the detection of smoke, 20 mm diameter sampling pipes
are led from the various hold compartments in the vessel to a
cabinet on the bridge. Air is drawn continuously through these
pipes to the cabinet by suction fans, which deliver the air
through a diverting valve into the wheel house.
When a fire breaks out in a compartment, smoke issues from
the diverting valve into the wheelhouse, warning bridge
personnel of the outbreak. Simultaneously, an electronic smoke
detector in the cabinet sets off audible alarms, hence if the
bridge is unoccupied (e.g. in port) the notice of outbreak of fire
is still obtained.
With the cabinet is a dark chamber wherein the sampling pipes
terminate in labelled chimneys. Diffused light illuminates
strongly any smoke issuing from a chimney, hence the
compartment which is affected by fire can easily be identified.
Below the dark chamber in the cabinet is a well lighted
compartment fitted with a glass window and hinged flap cover.
Inside this compartment, 13 mm diameter glass tubes are fitted
which are the ends of the sampling pipes, these glass tubes
protrude into the metal chimneys in the dark chamber above.
328 REED'S GENERAL ENGINEERING KNOWLEDlJE
diverting
~"~l.,e to
I~ns
to InIOf
"'
wheelhQus~
m ,
10e
d,lrcilng cabinet ( , I
, lab"ll~d
ge."er~lly Iccated In __ ...J c::: chim"",.,

b,,j9" ho'Jse 0 a lighli ng
nylor pro
gla" lu
chang. 0
fir . f ; f
-~
yalv~s
AAAAA 5>\mplmg pipes 10 holds
CO;> tlalte,y
ipossibly sif~ated In " deck hey'"l
CO 2 FLOODING SYSTEM FOR HOLDS

Fig. 8.17
Small nylon propellers are visible inside the glass tubes in the
lighted portion of the cabinet and when the fans are in operation
these propellers will be seen to be continuously whirling if the
sampling tube is not blocked.
Change over valves are generally situated inside the lower
portion of the cabinet, one for each of the sampling pipes. To
flood an affected compartmerit with CO 2 gas, the operator
would first operate the appropriate change over valve and
secondly release the requisite number of Co" cylinders for the
compartment. CO 2 gas would then pass through the sampling
pipe to the space in which the fire exists.
When a smoke detection system is to be used for the hold
FIRE A ND SAFET Y 329
compar tments o f a refrigerated cargo vessel the lines to the

refrigerated hol ds will be blanked-off in the detect or cabinet.
These bla nks can be removed once per watch as a test (for a. few
days after loa ding cargo) and removed altogether when the hold
is open and defrosted .
Nol e:
When an out break of fire in a compartment is detected , the
fire may be of small pr oportions and be capable of being
extinguished by means other than flooding with the C02
equipment provided. In this event it would be necessary for
personnel to enter the com pa rtmen t in order to extinguish the
fire. However. aft er inspection . the fire may be such that CO2
flooding is necessary, Before this is done, an aud ible alarm
sho uld first be operated warn ing personnel that CO2 floo ding of
the compa rtment is a bo ut to be used .
After the fire ha s been extinguished, the compartment mu st be
well ventil ated before entry for damage inspection. as CO l gas is
heavier t han air and does not support human life.
COz Totall1oodlng System for Machinery Spaces

For macblnery spaces co ntaining d iesel propelling machinery,
or auxiliary mach inery whose total po wer is 746 k W or more a
fixed fire-fighting installation has to be provided . One such
system is the CO 2 total flooding system which mu st give a 40010
saturation of t he compar t ment, of which at least 8.SOJIl must be
dischar ged into th e compartment in abo ut two min utes.
CO! flooding is often used for t anker engine rooms and pump
roo ms even if t be machinery used is steam tu rbi ne.
Operation (Fig. 8. 18)

First ensure that the com partment is evacu ated of per sonnel
and sealed off. Thi s necessitat es closing all doo rs to the engine
room. shutt ing do wn skylights, closing dampen on vents and
stopping ventilat ion fans . P um ps sho uld also be stopped and
collaps ible bridge valves closed. In a modem vessel the sealing
o ff can be don e by remote control from the fir e control station
generally using a co mpressed air or hydraulic system .
The door o f the steel control box: situated at t he fire control
station would then be opened, this op erates a switch which may
have a dual purpose. One is to op erat e audible and visual alarms
in the engine roo m spac es, the other ma y be to shu t off
ventilation fans. The CO! direction valve handle would then be
pulled and this would be followed by gas release.
330 REED 'S GE.....EIlA L ENGINEU 1HO KNow l...F..DGE
.•'-0-
pres sure
tril n">d\le ~r
u ot
I solI e' ) ~al w ..
W in. 10,.IW in. ,0,. l in.'In

..i , ( ,wll'''"
.
>< ~
'-- ,
~ I, ~
,
t. !-.
CO:z Nile" cyl i ~r ~ sl art ing COI'l1 ,ol bo o
w, t ~ plMO'" centes
to er>l",e
room
CO, T OTAL FLOODING SYSTEM

Fig. 8.18
MaintenaTJCl! and Testing

Ensure th at atl moving pans are kept clean. free and well
lubricated . Wires must be checked for tight ness. toggles and
pu lleys must be greased . Wit h the use o f compressed air the COl
distribution pipes could be blown through periodically. COl
bottles must be weighed regularly to check contents (an
ultrasonic or radioactive Isotope unit detector could be used to
check liquid level).
Note:
T he Cl1J sto rage bottles have seals which also act as bursting
discs. should the re be a COl leakage fro m one or more of the
start ing bottles t his cannot result in CCh discharge into the
engine room from the battery because of the cable-operate d
safety valve. When leakage occurs either in the starting section
or mai n battery a pressure t witch in th e lines will cause alarms to
be sounded, vents to atmosphere can then be ope ned .
FIRE AND SAFETY 331
G - pressure indicalor alarm
vent
@- level
/ \
~,
,
. - _ . - - .._ - :-_. -,-ooierr- - - _ . -
,,,
,,
,
,
,
f--l><l-~Iilling coMnion
main discharge valve
BULK CARBON DIOXIDE SYSTEM

Fig. 8.19
Bulk Carbon Dioxide Syslem

This system was designed 10 replace the flooding systems for
machinery and hold spaces which use a considerable number of
carbon dioxide bottles.
It consists of a large. well insulated container (older systems
may have two containers) which holds carbon dioxide at a
working pressure of about 21 bar. temperature about - 20°C. In
order to maintain this low temperature, duplicated refrigeration

units automatically controlled by the pressure of the carbon
dioxide are used. One refrigeration unit would be in operation
and in the event of failure, the other would cut in automatically
and warning would be given (see Fig. 8.19).
Since it is essential that pressure in the container be
maintained for fire extinguishing within a set range a heater cuts
in if required to increase the pressure of the carbon dioxide.
Two sets of relief valves are fitted, lp valves are set at around
24.5 bar, hp valves at around 27 bar. It is a requirement that the
hp valves vent into the cnmpartment-in which the container is
situated - this venting would occur in the event of fire in the
compartment where the container is situated.
A/arms
These are provided for:
1. Loss of 50/0 of contents (low level).
2. Increase up to 98% of free volume (high level).
3. Leakage past main discharge valve.
4. Opening of section valve.
Balloons fitted over open ends of waste pipes give indication

of relief valve leakage.
High pressure. Two level indicators are provided, one remote
the other local.
Advantages
Lower initial cost, reduced filling cost and filling is simplified.
About a 50% saving in weight compared to a multi-cylinder
system.
Disadvantages
Relatively complex system, this reduces reliability. A power
supply is required.
Operation
The appropriate section valve is opened (alarm sounds) and
the main discharge valve is opened. The main discharge valve is
usually fitted with an actuator for remote control, carbon
dioxide is then delivered for a specified period (which depends
upon the size of the compartment) and the main valve is closed.
FIRE AND SAFETY 333
Inert Gas Generator (Fig. 8.20)

This was originally developed to supplement CO z flooding
systems. Since, if a fire occurred on board a ship at sea and the
fire was extinguished through using all the CO2 available and a
further outbreak of fire occurred, the situation could be
dangerous.
inert gas out
, 1\1'1\
000000
ba.!tl~5
o 0 0 0 0
COillrul
000000
pan ~l
o 0 0 0 0
000000 r - -{J°'
om
combustion chamb er
float
"'I-~overboard
to wash
deck line
L--{e>'iLl-_'"
st,JCtiCl1
INERT GAS GENERATOR

Fig. 8.20
In a compartment wherein there is an outbreak of fire, the

minimum percentage of oxygen. in the atmosphere in the
compartment which will allow combustion to proceed varies
with different materials between 12 to 16 per cent
approximately. Hence if the oxygen content of the compartment

can be reduced below 12 per cent, insufficient would be present
to allow combustion to continue, This reduction in oxygen
content can be achieved by employing a generator which will
supply inert gas which is heavier than air, so displacing the
atmosphere in the compartment.
The generator consists of a horizontally arranged brick lined
furnace cylindrically shaped and surrounded by a water jacket.
This is connected to a vertical combustion chamber in which
water spray units and Lessing rings (cylinders of galvanised
metal arranged to baffle the gas flow) are fitted, A water cooled
diesel engine, usually fitted alongside the generator, drives a fuel
pump, a constant volume air blower and an electric generator,
The electric generator supplies current to an electric motor
which in turn drives the cooling water pump, motor and pump
are usually situated at the forward end of the shaft tunnel. By
fitting the cooling water pump in the shaft tunnel and having it
connected to the wash deck line, this pump can also be used as
an emergency fire pump. Cooling water for the gas generator
can also be supplied by ballast and general service pumps in the
engine room, the amount of water required is approximately 545
litres per hour for every 27,7 m! of inert gas produced.
The oil fuel burner is initially lighted by means of high tension
electrodes, the electrical supply being through a small
transformer. A constant pressure regulator is fitted to the oil
supply line to the burner along with a control valve.
A control panel for the gas generator incorporates a CO 2
recorder, water and oil fuel alarms and pressure gauges. In the
gas piping system leading from the combustion chamber,
condensate traps and drains are fitted.
The following is an approximate analysis of the gas generated.
Oxygen 0-1 percent

Carbon monoxide Nil
Carbon dioxide 14-15 percent
Nitrogen 85 per cent
Remainder, unburnt hydrocarbons and oxides of nitrogen.
Inert Gas Installation for Tankers

Fig. 8.21 shows diagrammatically a system of inert gas supply
for the cargo tanks of an oil tanker. Gas from boiler uptakes
passes through two pneumatically operated, remote controlled,
high temperature valves. It then passes through a scrubber into
FIRE AND SAFETY 335
INERT GAS SYSTEM

Fig. 8.21
which sea water is sprayed for cooling the gases to about 3°e
above water temperature and scrubbing out soot particles and
most of the sulphur oxides.
The gas then passes through a plastic demister which can be
cleaned by back flushing.
After the scrubbing the gas analysis would be about 13010
carbon dioxide, 4% oxygen, 0.3"10 sulphur dioxide. remainder
nitrogen and water vapour.
Two centrifugal blowers are provided, only one would
normally be operated the other being a stand-by unit.
The supply of cleaned dry inert gas at a pressure of 1.2 to 6
kN/m 2 gauge pressure is regulated by the automaticaly
controlled bypass valve which is linked to the main supply valve.
When the main valve starts to close the bypass begins to open
and vice-versa.
Safety features control and alarms:

1. High temperature gas valves: open/shut indication on
control room panel, close automatically when soot blowing of
the boiler is put into operation.
2. If inert gas temperature gets too high, automatically
delivery valves are closed and fans stopped.
3. Low water flow to seals and scrubbers.
4. High gas temperature.
5. Scrubbing tower overflow.
6. High oxygen content in the gas.
The system is suited to boiler installations, gas from diesel
engines contains large quantities of excess air. An inert gas
generator may be installed for gas delivery to the system in the
event of no gas being available from the boilers.
Advantages of the system are:

I. No explosive mixtures can form in the tanks.
2. Reduces corrosion.
3. Voyage cleaning of tanks is unnecessary.
4. Reduces pumping time because of the positive pressure in the
tanks at all times.
WATER SPRAY SYSTEMS
Automatic Sprinkler System

The sprinkler system is an automatic fire detecting, alarm and
extinguishing system that is constantly 'on guard' to deal quickly
FIRE AND SAFETY 337
and effectively with any outbreak of fire that may occur in

accommodation or other spaces.
Briefly the system is composed of a pressurised water tank
with water pipes leading to various compartments. In these
compartments the water pipes have sprinkler heads fitted which
come into operation when there is an outbreak of fire.
Fig. 8.22 is a diagrammatic arrangement of the system. The
pressure tank is half filled with fresh water through the fresh
water supply line. Compressed air delivered from the electrically
driven air compressor raises the pressure in the tank to a
predetermined level, this should be such that the pressure at the
highest sprinkler head in the system is not less than 4.8 bar (0.48
MN/m 2) .
loc'ked ope"
/ . freshwater
rT-rT,-r-,:-","N;~ fmm a" ~SUPPIY
comf".sso,
t€5ting pr<!5SUre ,.li d
v ~lv. ( g a u g e val ..
pressure t ~nk
level
to other
sections ,-""
stop valviB'
Iced 0pfn
tank drain
f{o<1-T-Gprpssure relay
Sy5tem draln-~J-
"<<-:I:- ~trom engine room
water spray system
{,t titted)
"'~top valves
Vlocked open
AUTOMATIC SPRINKLER SYSTEM

Fig. 8.22
338 REED'SOENERAL ENGINEERING KNOWLEDGE
Sprinkler heads are grouped into sections with not more than
150 heads per section and each section has an alarm system.
Each sprinkler head is made up of a steel cage fitted with a water
deflector. A quartzoid bulb, which contains a highly expansible
liquid, is retained by the cage. The upper end of the bulb presses
against a valve assembly which incorporates a soft metal seal.
When the quartzoid bulbs are manufactured, a small gas
space is left inside the bulb so that if the bulb is subjected to
heat, the liquid expands and the gas space diminishes. This will
generate pressure inside the bulb and the bulb will shatter once a
predetermined temperature (and hence pressure) is reached.
Generally the operating temperature range permitted for these
bulbs is 68°C to 93°C but the upper limit of temperature can be
increased, this would depend upon the position where the
sprinkler head or heads is to be sited. Quartzoid bulbs are
manufactured in different colours, the colour indicates the
temperature rating for the bulb.
e.g. Rating Colour
68°C Red
80"C Yellow
93°C Green
Once the bulb is shattered the valve assembly falls permitting
water to be discharged from the head, which strikes the deflector
plate and sprays over a considerable area.
When a head comes into operation the non-return alarm valve
for the section opens and water flows to the sprinkler head. This
non-return valve also uncovers the small bore alarm pipe lead
and water passes through this small bore alarm pipe to a rubber
diaphragm. The water pressure acts upon the diaphragm and
this operates a switch which causes a break in the continuously
live circuit. Alarms, both visible and audible. fitted in engine
room, bridge and crew space are then automatically operated.
Stop valves. A and B (Fig. 8.22), are locked open and if either
of these valves are inadvertently closed a switch will be operated
that brings the alarms into operation. The alarm system can be
tested by opening valve C which allows a delivery of water
similar to that of one sprinkler head to flow to drain.
An electrically operated pump with a direct suction to the sea
comes into operation when the fresh water charge in the pressure
tank has been used up. This is arranged to operate automatically
through the pressure relay.
A hose connection is also provided so that water can be
supplied to the system from shore when the vessel is in dry dock.
FIRE AND SAFEn' 339
High Pressure water Spray System

Th is can be a completely separate system or it can be
interconnected with the sprinkler system that is available fo r fire
extingui shing in accommodation spaces (usually the latt er).
Th e system incorpor ates an air vessel, fresh water pump and
salt wat er pump all con nected to pi ping which is led to sections,
each sectio n hav ing its own shut-off valve and spra yer hea ds,
which unli ke the sp rinke r system ha ve no quartzoid bulbs or
valves but a re open (Fig . 8.23).
With all section valves closed the system is full o f fresh wat er
under pressure from the compressed air in the air vessel. When a
section valve is ope ned water will be discharged im mediat ely
from the open sprayer head s in that sect ion , pressure drop in the
syste m a utomati cally starts the salt water pump which will
continue 10 deliver water 10 t he sprayers un til t he section valve is
closed.
he~h ...." 1e ' Sl.lpply

I II p<e'l$....e l"'''~ In
s pnrok ltr system
/
fresh wal. '
p"mp
~"e,
wat
",mp
HIGH PR ESSURE WATER SPRAY SYST EM

Fig. 8.23
340 REED 'S Gf-NERAL 1i.....G1NEERING KNOWLEDGE
After use the syst em sho uld be flu shed ou t a nd recharged with
clean fresh water.
Th e air vessel is incor po rated into the system 10 prevent the
pump cutting in if there is a slight leakage o f wate r from the
system.
To test: thi s should be carried out at weekly intervals, open A ,
close B, open C; t he pum p shou ld a utomatically st art a nd
discharge from A . This avo ids havi ng to refill the system with
fresh water.
MERCH ANT SHIPPING (FIRE APPLIA"CESj RULES
II is st rongly recommended that st ude nts should obtain a copy

o f these rules and study them before attempting the DTp
exam inati ons. The fo llowing is an abbreviated extract.
Mathlnery Spaces Containing Oil·fo'lrt'd Boilers or OIl-BurninK

Equipm ent
In every ship of C lass I (i.e. a passenger ship engaged on
voyages an y of which a re lo ng international voyages) there shall
be provided :
1. A fixed foa m fire extinguishing installation oper at ed from
outside of the space and capable of giving a depth of foam of at
least ISO mm in not more than five minutes over the targesr
single area over which oil fuel is liable to spread.
Such "inst alla tions shal l include mobile sprayers ready fo r
immediate use in the firing area of the boiler and in the vicinity
of the oil fuel unit. A pressure water spray system or fire
smothering gas instal lat ion may be used as an alt ernative.
2. A 136-lit re foam lire extingu isher (or 45 kg C~) capable of
deltvenng foam to an y part of the compa rtm ent.
3. Two po rtable lire extinguishers suitable for extinguishing oil
fires .
4. A receptacle cont aining at least 0.3 m J of sand a nd a scoop.
S. Two fire hyd rants. ODe port, one sta rboa rd. with hoses and
nozzles (spray nozzles must also be provided).
Machinery Spaces Containing Int ernal Combustion Machinery

In every ship of Class I there shou ld be provided :
J . A fixed foam fire extinguishing, water spray or smothering
gas installation operated from ou tsid e of the machinery spa ce if
the main propulsion machine ry is internal combustio n or if the
auxiliary diesel power is 746 kW or above.
FIREAND SAfETY 34 1
2. One foam fire extinguisher of at least 45 Hues capacity or a

C~ fire extinguis her of at least 16 kg capacity.
3. One portable fire extinguisher suitab le for extinguishing oil
fir es for each 746 kW (or part t hereof) but not less tha n two sucb
extinguishers o r more than six.
4. Two fire hydr an ts. o ne port, one starboard, with hoses and
nozzles (spray nozzles must also be provided).
Macbinery Spa«s Containing SCum Engines

1. Foam fire extinguishers each of at least 45 Htres capacity or
COl fire extinguishers each of at least 16 kg capacity, sufficient
in number to ena ble foam or CO! to be directed on to any part of
t be pressure lubrication system and on to any part of the casings
enclosing pressure lubricated parts of t urbines. engines or
associated gearing. These would not be required if a fixed fire
fighting installation similar to ( I) for internal comb ustion
machinery was provided .
2. One portable fire extinguisher suitable for extinguishing oil
fires for each 746 kw (or part thereof) but not less than two such
extinguishers or more th an six.
3. Two fire hydra rus, one port , one starboard, with hoses and
nozzles (spray nozzles must also be provid ed).
Portable Fire Extinguishers

1. Those discha rging fluid shall have a capacity of not more
than 13.5 litres and not less than 9 litres.
2. C~ extinguishers shall have a capacity of not less than 3.2
kg.
3. Dry powder extinguish ers shall have a capacity o f not less
than 4.6 kg.
In temartcest Shore Connection

An international shore connection must be provided to enab le
water to be supplied from another ship or from the shore to th e
fire main, and fixed provision shall be made to enable such a
connection to be used o n the port side and starboard side of the
ship.
Cargo Spaces and Store Rooms

I. Every ship of Class I shall be provided with appliances
whereby at least two powerful jets of water can be rapidly and
simultaneously directed into any cargo space or sto re room.
2. Every ship of Class 1o f 1000 tonnes or over shall be provided
wilh appliances whereby fire-smot heri ng gas can be rap idly
342 IlEED'SGENERA LEN GfNE£R.INGkNOWLEOOE
conveyed by a permanent piping system into any compartment

appropriated for the carriage of cargo. The volum e of free gas
shall be at least equal to 30 per cent of the gross volume of the
largest bold in the ship which is capable of being effectively
closed . Provided that steam may be substituted for fire
smothering gas in any ship in which there are available boilers
capable of evaporating 1.3 kg of steam per hour for each I m! of
the ifOSS volume of th e largest bold in t he ship.
Fire Pumps
1. Every ship of Class I of 4,000 tonnes or over shall be
provided with at least three fire pumps operated by power, and
every such ship of under 4,000 tcnnes with at least two such fire
pumps .
2. In every ship of Class I filled with main or auxiliary oil-fired
boilers or internal combustion pr opelling ma chinery the
arrangements of sea connections, pumps and the source s of
power for operating th em shall be such as will ensure that a fire
in any one compartment will not put all the fire p umps out of
action.
Water Pipes, H,.dranls llnd Fire hoses

Every ship of Class I shall be provided with water pipes and
hydrants . The diameter of the wate r pipes shall be sufficient to
enable an adequate supply of water to be provided for the
simultaneous operation of at least two fire hoses and for the
projection thereby of two powerful jets of water. The number
and positi on of the hydrants shall be such tha t at least two such
jets may be directed into any pa rt of the ship by means of two
fire ho ses each not exceeding 18 m in length, each jet being
supplied from a separate hydrant. At least one fire hose shaU be
provided (or each hydrant.
Fi~men'lJ Outfits
Every ship of Class J shall be provided with at least two
firemen 's outfits each consisting of
(a) a safety lamp
(b) a fireman's axe
(e) (0 a breathing apparatus; or (ii) a smoke helmet; or (ill) a
smoke mask.
The outfits shall be kepi in widely separated places.
FIRE AND SAFETY 343
BREATHING APPARATUS
Smoke Mask
This simple reliable unit consists of a foot operated bellows
connected by hose to a face mask. A harness with lifeline
attached accompanies it and it is essential that the signal code
used must be fully understood by all personnel.
The main advantage with the smoke mask is that everyone can
familiarise themselves with its operation by wearing and using
the apparatus, no bottles have to be re-charged. In large vessels
excessive hose length makes this type of unit unsuitable, the self
foot operat~d
_______ ~s:m'c~~.m"k
bellow5
straps
visor
demand valve
blank-~0.~,*, reinforced hose
Ellhalation!5 PffCh -- /
valve transmitter
- -- - - -W-(-f--.--\
~*----I-aH cyjind~r
l)ack prate ~harness
wni5Ue
BREATHING APPARATUS
Fig. 8.24
contained type would be preferred. A major disadvantage is that

the combination of hose and life-line could make things
dangerous if sharp complex obstructions have to be negotiated,
cutting or fouling of the hose and line could occur.
Self Contained
The minimum statutory capacity requirement is 1,200 litres of
free air, most sets contain from 1200 to 1800 litres at a pressure
of about 140 to 210 bar.
The set shown in Fig. 8.24 consists of an air cylinder mounted
on a plastic back plate fitted with harness. A moulded rubber
face mask incorporating a demand valve, exhalation
valve/speech transmitter, head harness and visor is connected by
high pressure reinforced hose from the demand valve to the air
manifold. A pressure gauge and low pressure warning whistle,
which gives audible warning to the wearer when 800/0 of the air
has been used, completes the assembly.
To put it into operation the cylinder valve is opened and the
wearer beathes, the demand valve supplies air according to his
requirements at a reduced pressure irrespective of his work load,
Familiarity with the apparatus is essential and to facilitate this
it would be useful to have on board a compressor which delivers
oil free air to re-charge the bottles.
Emergency fire pump

This independent pump with its own prime mover, generally a
diesel engine with own low flash point fuel supply, must be
situated outside of the engine room and connected into the fire
main.
In the event of fire in the engine room and subsequent
evacuation and sealing, the emergency fire pump must be started
and the engine room isolating valve in the fire main closed.
Fig. 8.25 shows a completely independent emergency fire
pump system. The centrifugal fire pump and hydraulic motor
would be completely submersible and irrespective of the height
and draught of the vessel the pump would not require a priming
device as it would be below the water level. Such an arrangement
may also be used as a booster/priming device for a main fire
pump situated on deck.
Safety is an important and far reaching topic and sea-going
engineers will be conversant with the common sense aspects of
safety, questions do arise, however, that are more searching
than others and require more technical information.
e,g. How does oil vapour pressure affect flammability?
FIRE AND SAFElY 345
to fir . main
'-'_submorsible
hydr'lulic motor
Fig. 8.25
Oils with high vapour pressure are those which are extremely
volatile e.g. crude oil and petroleums. Hence, the higher the
vapour pressure of the oil the greater the amount of flammable
vapour given off and the greater the fire hazard.
e.g, How does explosive limit of oil affect flammability?
Explosive limits are I. Lower explosive limit (L'EL) 2. Higher
explosive limit (HEL) and they are the percentage of oil vapour
by volume with air, usually 1070 to 10% respectively for most
hydrocarbons. If the mixture is below the LEL or above the
HEL it cannot ignite or explode.
Explosive limits are related to vapour pressure;
If vapour pressure is 0.05 bar then percentage by volume with
air is 0.005 x 100% =0.5% (below the LEL).
e.g. How does oil vapour density affect safety?
Most petroleum vapours are heavier than air. hence in still air
if a tanker is loading cargo some of the vapours could gravitate
into the lower recesses of the vessel-e.g. accommodation and
machinery spaces. P.V. valve arrangements usually vent the
vapours at high velocity and to considerable height in order to
minimise the risk.
346 REED'S GENERAL EN~ERRlNG K.'IOWI...EOCE
e.g, How does heating of high viscosity oil affect safety?

For good atomisation fuel viscosity should be abo ut 150
seconds Redwood N° 1 or less. With high viscosity oil it is
necessary to heat the oil in order to reduce its viscosity.
Ptessurised oil may be healed to a temperature above its nash
point to achieve the necessary viscosity and ob viously if a
leakage of this hot pressurised oil occurred it could be extremely
dangerous.
Fuel lines carrying this oil should not pass near to high
temperat ure surfaces (e.g. exhaust manifolds) or electrical
equipment. Ideally they should be jacketed. with jacket drains
led to a safe place-a drain tank with level alarm .
e.g, How does the auto- ignition temperature of fuel and
lubricating oil affect safety?
The auto-ignition temperature of the vapc urs of fuel and
lubricating oil are much lower than those of vapours from the
volatile petroleum liquids. Hence they are more likelyto ignite if
sprayed on to a hot surface. Remember it is the vapour which
burns.
FIRE AND SAFETY 347
TEST EXAMPLES 8
Class 3
I. Sketch a cross section through a portable fire extinguisher
suitable for use on oil fires. Identify the components.
2. State the component parts and associated equipment of a
bellows type breathing apparatus.
3. Sketch and describe a smoke detector of the type fitted in
an engine room, how is it tested?
TEST EXAMPLES 8
Class 2
I. Compare with reasons the merits and demerits of the
following permanent fire extinguishing systems installed in
machinery spaces:
(a) high pressure water spray,
(b) carbon dioxide smothering,
(c) chemical foam smothering.
2. Describe with sketches how the following portable fire
extinguishers are operated:
(a) chemical foam,
(b) carbon dioxide.
Explain how they extinguish fire.
State with reasons for what type of fire each is most
suited.
3. Sketch and describe a self-contained breathing apparatus.
Give two advantages and two disadvantages of this
equipment compared to the smoke helmet.
State the signal system used when wearing breathing
apparatus.
4. Describe with line diagrams a fixed carbon dioxide fire
smothering system for an engine room.
Explain the need for an action alarm stating when and
how it operates.
Give a reason for gang release and explain how this is
achieved.
5. If a fire broke out in the engine room, explain how:
(a) the fuel supply could be shut off,
(b) the supply of air could be shut off,
(c) the fire could be dealt with from outside the
engine room, giving a summary of all the facilities
available for this purpose.
FIRE AND S AFETY 349
TEST EXAMPLES 8
Class 1
1. Describe, with sketches, an inert gas system using gas from
the main uptakes .
Explain:
(a) the scrubbing process and its purpose,
(b) safety devices.
2. Compare the advantages and the disadvantages of the
following fixed fire extinguishing systems;
(a) high pressure water spray,
(b) carbon dioxide smothering,
(c) chemical foam smothering .
3. Differentiate between fixed temperature and rate of rise
types of fire detector.
Sketch and describe a fire detector of the rate of rise type
and explain how a gradual rise of ambient temperature is
accommodated .
4. With reference to fire or explosion explain the significance
of the following properties of a flammable gas;
(a) combustion pressure,
(b) explosive limits,
(c) f1ashpoint,
(d) density.
5. Sketch the construction and describe the operation of the
following types of fire detector;
(a) vapour products (ionisation),
(b) flame sensor (infra-red),
(c) heat sensor (rate of rise) .
Explain why use of all three types together is to
be preferred to the use of one of these types alone .
CHAPTER 9
PUMPS AND PUMPING SYSTEMS

A ship's engine and pump room obviously contains a number
of complex pipe arrangements. Bilge, ballast, oil fuel, sanitary
water, etc., involving numerous pipe leads, cross connections,
valves and so on. The pumps and equipment provided on a
modern ship for these various duties are of all types and sizes.
Obviously then a description under the above heading must be
drastically cut down and simplified . This chapter then attempts
to simply pick out what are regarded as essential units or pipe
groups and present them in a form suitable for examination
needs. The work may seem somewhat disjointed but it is
assumed that the student can utilise his background practical
experience to join the various sections together towards a
comprehensive picture.
Firstly the main types of pump in regular use are considered
together with any relevant points. Associated equipment is then
considered, e.g. oily-water separators, feed water injectors, etc.
Lastly some pipe arrangements and fittings are presented,
concluding with an attempted concise grouping of the rather
lengthy rules and regulations appertaining to pumping systems.
It should be stressed that these rules do not have to be
memorised and are given only to allow the student to have some
idea of the minimum requirements.
TYPES OF PUMPS
Classification
I. Positive displacement pumps, in which one or more
chambers are alternately filled then emptied . These include
reciprocating, screw, gear and water-ring types etc. They do not
require a priming device, in fact they may be used as priming
devices.
In general they would be used for small to medium discharge
rates, they can pump fluids of a wide range of viscosity and can
PUMPS AND PUMPING SYSTEMS 351
develop-especially in the case of the reciprocating pump-high

pressure differentials if required.
2. Dynamic pressure pumps (or roto-dynamic pumps), in
which a tangential acceleration is imparted to the fluid. These
include centrifugal, axial and mixed flow types (the latter is part
axial, part centrifugal). Depending upon supply head they may
require a positive displacement pump as a priming device.
In general they would be used for medium to high discharge
rates, they usually are confined to low viscosity fluids and
generate only low to moderate pressure differentials.
Reciprocating Pumps
There are numerous forms of such pumps, both horizontal
and vertical, used for all duties on ships. The reciprocating
motion can be through connecting rod from electric motor
drives or other forms, but still one of the most common forms is
the direct steam drive.
The Weir Steam Pump

The steam end consists of a forged steel piston with either
Ramsbottom type plain spring rings or Buckley type spring
restriction rings, rings of cast iron with a vertical lateral
clearance for the plain rings of about 70 ~m and a butt gap
clearance of about 140 ~m when fitted. The cast iron steam
cylinder has steam top and bottom from a bolted on valve chest
which is provided with the required steam and exhaust valves
and drain cocks. A lubricator for hand use is usually provided,
filled with cylinder oil and graphite, but for superheated steam
mechanical lubricators are usually used. A mechanical stroke
counter is also sometimes fitted. The steam piston is bigger in
diameter than the bucket to allow the pump to work at lower
steam pressures than the discharge feed pressure (principle of
differential areas) and as numerous sizes of pump are used the
given sizes and clearances quoted here are based on a 150 mm
bore pump, bigger pumps having proportionately larger
clearances. A nickel steel piston rod and a brass or bronze
bucket rod connect by screwing into a main steel crosshead and
are locked by a steel taper pin. The steel valve gear levers have
the fulcrum on a front stay and slide through a crosshead pin
during vertical movement of the crosshead. The steel valve gear
rod works off a ball crosshead between fulcrum and main
crosshead, the lever movement butting against top and bottom
adjustable nuts to transmit motion to the valve rod.
The full stroke of the pump must be utilised as short stroking
produces ridges in the working bores . To adjust the strokes the

valve spindle is screwed up until the piston is striking the top
cover and then screwed down and locked to allow the piston to
approach to within say 12 mm of the end cover . The process is
repeated using the bottom nut and lock nut on the threaded
spindle for the cylinder bottom.
The water end is of cast iron with a gunmetal bucket working
in a brass or brone liner (cast iron throughout is used for oil
pumps) . The bucket usually has two grooves into which are
fitted special ebonite (or tufnol) rings , the lateral clearance being
about 220ILm and the butt gap clearance about 800lLm. The rings
are cut and then heated in boiling water to make them flexible,
the butt gap being adjusted by trying in the liner bore. When the
correct butt gap is made the rings are cooled whilst sprung open
to 9 mm butt gap so that the ring when fitted has the necessary
compression. The double acting chamber has a twin unit valve
chest at the front, each unit, one top and one bottom, having a
suction and discharge valve set. The valves are spring loaded
from valve guard plates, smaller old pumps usually employ flat
brass plate Kinghorn type valves but modern larger pumps
almost always employ group valves. Such valves are small
circular valves, about five or seven in number, in a circular
pattern, the valves being spring loaded from the guard plate. For
heavy duty, say for example hot feed water, etc., the valves and
seats are of stainless steel and are of the flat faced type . Each
valve chest is usually provided with a small sentinel type relief
valve on the top covers.
It is of course a requirement that a relief valve is fitted in the
discharge pipe irrespective of the cover valves. The pump is also
fitted with air pet cocks, drain plugs, air vessels, float control
devices, suction and discharge valve chests, etc., as may be
required for its duty, horizontal and vertical types are available
for feed, oil fuel, ballast, bilge and service duties.
The Weir Type Valve Gear

The valve spindle driving rod is connected to a flat plain
outside steam slide valve which works on, and is carefully
bedded to, the flat back face of a round shuttle valve which
distributes cylinder steam and exhaust. The slide valve, or
auxiliary valve, has a vertical motion and the shuttle valve has an
axial motion. The auxiliary valve is adjusted by liners so that
with the auxiliary valve bolted up in place the shuttle valve can
be lightly tapped across by hand. The shuttle valve works at its
ends inside hollow bells, the bells being a smooth sliding fit over
the shuttle. The bells have a slot across their back face into
which slots a tongue piece from the end cover, the tongue piece
can be rotated by a nut in the centre of the end cover (externally)
which serves to turn the bells. The tongue piece spindle has a
pointer outside the end cover , the pointer can be moved between
two stops by moving the adjuster nut. Rotation of the bell serves
to vary the opening to the bypass port so altering the quantity of
extra steam supply. The inner face of the bell is bedded to an
inner circular web, provided with slot or slots cut in to allow
steam to pass into the cylinder formed between shuttle valve and
bell at the end. With the end covers bolted up tight the bells
should have an axial clearance of about 70~m to allow rotation
of the bell by the adjuster nut when the pump is working.
The left hand pointer points up usually as it controls the pump
upstroke while the right hand end indicator will point down.
The bells should only be used for starting the pump. When
they are turned to the open position (indicator to letter 0, cast
on the end cover) steam can be admitted into the cylinder at any
point in the stroke. When the pump is started the bells may be
closed by turning them to the shut position (indicator to letter
'S', cast on the end cover). In this way the expansive property of
the steam will then be utilised as cut off will take place at
approximately t stroke, this provides an economy. The bells
must not be left open during normal running.
It is essential for all reciprocating pumps to maintain valves
and rings, etc., in good order, this is applicable particularly to
the shuttle valve gear. Regular skilled examination and attention
can give efficient and reliable pumps.
Centrifugal Pumps
Impeller and Volute Casing
In single stage pumps a single impeller rotates in a casing of
spiral or volute form and in multistage pumps two or more
impellers are fitted on the same shaft. Fluid enters the impeller
axially through the eye then by centrifugal action continues
radially and discharges around the entire circumference. The
fluid in passing through the impeller receives energy from the
vanes giving an increase of pressure and velocity. The kinetic
(velocity) energy of the discharging fluid is partly converted to
pressure energy by suitable design of impeller vanes and casing.
In some pumps e.g, turbine driven boiler feed pumps, diffusers
are used. These consist of a ring of stationary guide vanes
surrounding the impeller, the passage through the diffuser vanes
is designed to change some of the velocity energy in the fluid to
pressure energy. In double inlet pumps fluid enters from two

sides to the impeller eye as if there were two impellers back to
back giving twice the discharge at a given head. In multi-stage
pumps the fluid from one impeller is discharged via suitable
passages to the eye of the next impeller so that the total head
developed (or discharge pressure) is the product of the head per
stage and the number of stages, such a pump is often used for
high pressure discharge at moderate speed (e.g. turbo-feed).
impeller vanes
cut water
discharge throat
suction
double eye(inlel) Single eye(lnlel)
Fig. 9.1
A double inlet impeller and single inlet impeller for

comparison, together with a volute casing are shown in Fig. 9.1.
The impeller and volute casing design will depend on the
required duty, e.g. head to lift, head to discharge (pressure),

quantity, etc. A typical centrifugal bilge pump would give an
output of about 30 kg of water in one second, 12 kW power.
discharge up to 5 bar running at about 17 rev I s. The casing
usually has the suction and discharge branches arranged at the
back so impeller and spindle can be removed from the front
without breaking pipe joints. The discharge branch is usually on
the pump centre line so that the pump is not 'handed' . The
number of impeller vanes is not fixed but usually there are six to
ten. The volute casing is like a divergent nozzle which is wrapped
around the impeller and serves two main functions (1) it enables
velocity energy to be converted into pressure energy, the degree
of conversion is governed mainly by the degree of diverence (2) it
accommodates the gradual increase in quantity of fluid thai
builds at discharge from the circumference of the impeller. For
the velocity to be constant the volute is made so that cross
sectional pipe area increases uniformly from cut water to throat.
With an impeller having six vanes then the cross sectional area of
volute at No.1 vane will be 1I6th of throat area as one vane is
pumping 1I6th of the water quantity, similarly 1/3rd at No.2
and so on, taking vanes in turn from cut water to throat. If the
discharge were choked or blocked then the pump would merely
churn water so that the fitting of a relief valve is not essential. A
common fault for repair with these pumps is the increase of
clearance due to wear at the bearing rim (or sealing ring) faces.
This allows connection between suction and discharge so
drastically reducing efficiency. On the larger pumps these faces
are often brass strips on liners secured by countersunk screws,
clearance adjustment is effected by adding further liners . On the
smaller pumps the faces are made by sealing rings which are
renewable. After any overhaul or clearance adjustments, care
must be taken on re-assembly to make sure motor or impeller are
not pulling on each other at the junction coupling.
In the smaller designs the shaft gland seal is by an ordinary
stuffing box, water cooled, usually employing lead foil type
packing. Great care must be taken on these packings as they are
very prone to nip and score the shaft severely if not properly
adjusted.
For larger types, a rotary packing is used. This consists of a
fixed clamp ring on the shaft driving another ring cup, with
packing rings on to the shaft, through driving pins. Ring cup
and rings are free to slide along the shaft under the action of
axial springs from the clamp ring. The cup ring presses on to a
fixed ball ring which in turn sits in a ball socket joint in the back
plate which bolts to the pump casting. Grease lubrication is

provided to the face between ring cup and fixed ball ring,
worked by spring or water pressure.
Fig. 9.2 shows diagrammatically a vertically arranged single
inlet centrifugal pump. This is arranged with the casing split
vertically one half has suction and discharge branches so that the
impeller and shaft can be removed without breaking pipe joints.
The impeller has a single eye (inlet), upward facing so that air
locking is eliminated under operating conditions. Pressure in the
space under the impeller ensures hydraulic balance.
VERTICAL, SINGLE INLET, CENTRIFUGAL PUMP

(DRYSDALE)
Fig. 9.2
Centrifugal Pump Characteristics

Selection
This depends mainly upon duty and space available. Duty
points: (1) Flow and total head requirements. This will govern
the speed of rotation, impeller dimensions, number of impellers
and type e.g. single or, double inlet (2) Range of temperature of
fluid to be pumped. If suction capability is insufficient to
accommodate supply conditions due for example to high inlet
temperature cavitation can occur (3) Viscosity of the medium to
be pumped (4) Type of medium, e.g. corrosive or non-corrosive,
this would affect the choice of material (although for salt and
fresh water the difference is often just the casing).
Materials for salt water could be, casing-gunmetal (cast iron
for fresh water), impeller-aluminium bronze, shaft-stainless
steel, casing bearing ring seals-leaded bronze. Space points:
with vertically arranged pumps less floor space is requ ired, this
usually means that no hydraulic balance is necessary, impeller
access is simple and no pipe joints have to be broken.
A typical engine room pump could be a vertical, in-line,
overhung (i.e. suction and discharge pipes are in a straight line
and the impeller is supported, or hung, from above), either base
or frame mounted. From which the impeller can be removed
without splitting the casing, breaking pipe joints or removing the
electric motor.
Losses
Power supplied to the pump must take into account the
various losses, these are made up to:
1. Friction loss in bearings and glands, surfaces of impeller
and casing. Some impellers are highly polished to minimise
friction loss.
y reciprocali ng
\
t ota l \
\
head
\
\
\
cenlrifugal
~\
100' /. discharge
CHARACTERISTIC CURVES
Fig. 9.3
2. Head loss in pump due to shock at entry and exit to

impeller vanes and eddies formed by vane edges.
3. Leakage loss in thrust balance devices, gland sealing,
clearances between cut water and casing and bear ing seals.
A characteristic curve for a centrifugal pump is obtained by
operating the pump at rated speed with the suction open and the
discharge valve shut. The discharge valve is then opened in
stages to obtain different discharge rates and total heads (can be
measured by discharge pressure gauge, suction head constant)
corresponding to them. A typical curve is shown in Fig. 9.3.
reciprocating and axial pump curves given for comparison.
Failure to deliver caused by loss of suction may be due to,
insufficient supply head, air leakage suction pipe (e.g . valve
open on empty bilge, etc), loss of priming facility or leaking
shaft gland . Capacity reduction could be the result of a damaged
sealing ring, leaking gland, obstruction (valve partly closed),
incorrect rotational speed. Excessive vibration may be caused by
either (1) loose coupling (2) loose impeller (3) bearing damaged
(4) impeller imbalance.
Axial Flow Pump

When large capacity, wide variation of low lift head at
constant speed, conditions ha ve to be met the horizontal or
vertically arranged axial pump is the most suitable.
The pump is efficient, simple in design and is available in a
wide range of capacities. It can if required, be reversible in
operation (a friction clutch between motor and pump would be
required) and is ideally suited to scoop intake for condensers as
it offers very little resistance when idling.
gUI de vanes
gland and thrust wa ter
,- - ~ -1- - - - -j
..-- .L-.. I
<, t
\
:\
,
/
, /
'~L.L.L...j !=~d.I....<.u......<..<..l.
,.
I -' .....
--r / . tlexi ble
coupling
discharge
AXIAL FLOW PUMP

Fig. 9.4
Fig. 9.4 shows such a pump. Its casing would be cast iron or
gun metal. Impeller, aluminium bronze. Guide vanes, gunmetal,
these guide water without turbulence to the discharge. Pump
shaft, stainless steel with solid and flexible couplings driven, if
low head, by a relatively small prime mover at higher speeds
than a comparable centrifugal pump. A water cooled thrust of
the tilting pad type is required because of the considerable thrust
generated (consider a propulsion system).
The mechanical seal is water cooled as is the composition bush
for the shaft. The latter is via the multi-leaf filter, in the case of
condenser circulating, because of the possible ingress of sand.
12 ....
<,
<, ---PlJl1P must not be operated contiruously
10 <, <, i n this region due to vi brat ion
... /
total
head
m
8
" .. .... I I best eff iciency
6 head -quan tity'> .... .~./JlOtnt 70
4 . 60
efficiency r->
/
2 / ' ~
/
npsh
/
/
/
I 40
n~
/
lOJ
5 m /
/ 30 eff iciency 0/0
/
/
o 30
' . . . // J 20
/
----r---
/ ' -
kw 20 I .... .... _ _ J'O'Ner absorbed 10
I -- - / •
10- I o
oo~---,-------r---.--,-----.-...J
Fig. 9.5
Characteristic curves for an axial flow pump are given in Fig.
9.5. Careful study of these curves and comparison with those for
a similar speed centrifugal pump given in Fig. 9.6 will greatly
assist the reader to answer some of the questions asked, e.g.
throttling the discharge valve, its effect on pressure, efficiency
and power .
A mixed flow, i.e. part centrifugal part axial, pump for cargo
duty with cryogenic carriers is shown in Fig. 9.7.
It is fitted, in this case, with a scroll (or screw) type of inducer
to reduce n.p.s.h, (net positive suction head) requirement and
2 head- quanti ty
20.r-----~~
/' bes t eff ic iency
tot al point
h;';d 15
10 80
5 70
6 eff iciency _ 60
n~h:j ~
PSh '
40
efficiency
'10
15 30
power absorb ed kw
kw 10 20
5 10
"-------.--,---.---,-----,-- --.---'- a
40 80 120 160 200 240
quanti Iy m' /h
Fig. 9.6
eliminate the need for a stripping pump . Only one stage is shown
in the diagram, in practice two or more vertically arranged
stages would be used operated by the prime mover on the deck
whilst the bell mouth suction at the bottom of the tank and the
pump casing act as a long discharge pipe.
Cargo pumps
Centrifugal cargo pumps used, differ according to type of
cargo, e.g. product tankers (crude oil, etc) would have a separate
pump room with conventional centrifugal pumps, probably
vertical overhung impeller, sometimes called barrel-type cargo
pump installed. This double eye inlet pump with either a straight
through or 90° suction-discharge angle with pipe connections
in bottom half of casing has two external bearings above the
impeller, the upper one takes all the hydraulic thrust and the
lower acts as a radial load bearing. This pump has certain
advantages over its counterparts, namely: (1) impeller can be
sited lower in the pump room thus improving suction conditions
and reducing stripping time. (2) Removal of impeller without
disturbing pipe joints. (3) Easier access to bearings and shaft seal
without removal of rotating elements.
Chemical, LPG, or multi-product tanker: here a separate
pump is sited in each tank. Pumps driven through line shafting
coupled to hydraulic motors on deck would be deep well, single
diffuser vanes
rruxed flow im pell er
scroll typ e induc er
suction
npsh
::::~' i",!~"'~,
~- -- -
-- ---
100'1, qu antit y
CARGO PUMP
Fig. 9.7
or multi-stage with radial or mixed flow impellers respectively.

Or, submerged pumps electrically or hydraulically driven with,
usually, single elements. The line-shaft pump, despite some
bearing problems, is proving the more popular, especially for
LPG carriers.
Submersible pumps eliminate line shaft bearings, and gland
problems but expensive problems could occur due to hydraulic
fluid leakage into the cargo and vice-versa.
lifting tackle ___ tl,dmulic

_ motor
"/ discharge discharge

=- L d eck
electric
cable
column
gUide
I.".--z.v multi -staqe
..C::::===~~ . . .
.,. spring
cartridge
suction
vortex destroyer
SUBMERGED CARGO DEEPWELL CARGO
PUMP PUMP
Fig. 9.8
Fig. 9.8 shows diagrammatically two of the cargo pump

arrangements referred to above, the submerged electric motor
driven pump rests on a spring cartridge which closes when the
pump is raised and seals off the tank from the column.
Air extraction on most pumps is required, especially on all
bilge pumps. Early designs of circulating pumps employed a
steam ejector on the volute casing together with a steam jet into
the casing to condense and prime, or a direct water priming
valve. Later designs of centrifugal pump incorporated a separate
air pump. In the first types the air is separated from the water in
the suction chamber, it rises and is withdrawn by the air pump
via a float operated valve. Twin single-acting air pumps are
fitted, driven by worm and wheel from the pump spindle, and
are crank driven. The pumps are capable of operating flooded
should the float gear break down but in normal operation the
flooded water suction closes the float valve and the air pumps
idle. This design can be sketched fairly easily for examination
requirements and is shown in the emergency bilge pump sketch
in Fig. 9.12 (later). In the more modern designs the reciprocating
air pumps are usually replaced by rotary types. In these designs
the usual suction separating chamber and ball float are provided
but the air connection from the top of the ball float chamber is
taken to the rotary air pump which is directly driven by an
extension of the motor spindle on top of the pump. The rotor
revolves in a special variable shaped chamber which is supplied
with fresh water from a reservoir in the air pump casing .
rotat ion
discharge porl~ ~
suction pori
impeller
WATER RING AIR PUMP PRINCIPLE

Fig. 9.9
Due to the casing shape the water is made to flow from and
towards the rotor centre during each revolution. The water
motion is utilised to act as suction and discharge for the air
through appropriate sets of ports. The rotor casing is
continuously cooled by a closed water circuit from the pump
discharge round the air pump jacket and returns to the pump
suction. The air pump can be placed in or out of operation by a
control cock on the front of the air pump casing. The principle
of operation is referred to as the 'water ring principle'. Fig . 9.9
shows this in simplified form . As the impeller vanes pass the
suction port air is drawn in and trapped between the water ring
and the pump shaft. This 'slug' of air is carried around and
delivered to the discharge port, hence this pump is a positive
displacement type. In some ship plants all the priming
connections for all pumps, etc., are led to a central exhausting
system, this system under the operation of auto compressors

functions to give priming from a central control station to all
units in the engine room as required.
Central Priming System

Fig. 9.10 shows diagrammatically a central priming system
arranged to give automatic priming to four pumps. The system
can be used for as many pumps of the centrifugal type that
would be used in an engine room.
wa ler nng
exhausters
electr ical leads
,----- ----\ -
vac uum con troll ed
sta rters I
I
----------
gauge
vacuum lank
cock or s.dn.r valves

/
centri fugal pump
suct ion
air release va lves
discharge
CENTRAL PRIMING SYSTEM

(WORTHINGTON-SIMPSON)
Fig. 9.10
Water ring exhausters maintain a vacuum condition between
pre-set limits in the vacuum tank. Opening the priming cock, or
s.d.n.r. valve, for a pump causes priming to take place. To
prevent water entering the vacuum tank after priming, float

operated 'air release' valves will automatically close.
For essential services a s.d.n.r. valve would be fitted instead
of a priming cock so that if the valve is inadvertently left open,
and due to mal-operation or a defect the vacuum in the tank is
lost, air is not drawn into the pump and its suction lost with
possible serious consequences to plant.
The advantages of the system are:
1. Saving in total power since each pump does not have its
own exhauster or priming unit operating all the while the pump
is operating.
2. Reduced capital cost.
3. Simplified maintenance.
4. Automatic-takes care of any minor leaks that may be
present in the suction side of a centrifugal pump.
Two water ring type of exhausters mounted on top of a water
supply tank are shown, one would act as a stand-by unit, but
both could operate together in the event of heavy demand.
Gear pumps
These positive displacement pumps are usually motor driven
through a chain or wheel drive. Control is either by a bypass
valve for ac supply or shunt regulator if de supply, and there are
no suction or discharge valves so that in these respects the pump
is similar to centrifugal pumps. The pump can also be arranged
with wheels to operate in series for pressure groups. The two
toothed wheels shown in Fig. 9.11 mesh together and are a close
fit in the casing. The fluid is carried round between the teeth and
the casing. Such pumps are fairly efficient and smooth running
and are best suited to pump oil, particularly for boiler oil fuel
pressure feed.
Screw Displacement Pumps

Considering Fig. 9.11 it is seen that the fluid enters the outer
suction manifolds and passes through the meshing worm wheels,
which are gear driven from a motor, to the central discharge
manifold. Such pumps are quiet and reliable and are particularly
suited to pumping all fluids, in particular oil. The pump can deal
with large volumes of air whilst running smoothly and
maintaining discharge pressure. It is well suited to tank draining
and intermittent fluid supply such as may occur in lubricating oil
supply systems to engines, with the vessel rolling.
Timing gears are fitted to some screw pumps to ensure that
correct clearance is maintained at all times between the screws,
thereby preventing overheating and possible seizure. Modern

designs of screws preclude the use of timing gears, ensure
smooth efficient simple operation, eliminate turbulence and
vibration.
suction discharge
by-pass valve
suction
_discharge
manifold
roller bearings
SCREW DISPLACEMENT PUMP

Fig. 9.11
Emergency Bilge Pump
The. function of this pump (Fig. 9.12) is to drain
compartments adjacent to a damaged (holed) compartment. The
pump is capable of working when completely submerged. The
pump is a standard centrifugal pump with reciprocating or
rotary air pumps. The motor is enclosed in an air bell so that
even with the compartment full of water the compressed air in
the bell prevents water gaining access to the motor. The motor is
usually de operated by a separate remote controlled electric
circuit which is part of the vessels emergency essential electric
circuit. The pump is designed to operate for long periods
without attention and is also suitable for use as an emergency
fire pump. This design is particularly suited for use in large
passenger vessels giving outputs of about 60 kg/s o
molor air bell
air valve
ball float
discharge
impeller
EMERGENCY BILGE PUMP

Fig. 9.12
COMPARISON OF PUMPS, SUCTION LIFT,

CAVITATION, ETC.
Consider first the performance of a reciprocating pump. If the

pump could create a perfect vacuum in the barrel it should
theoretically be able to lift cold fresh water from a height of lO.3
m above the suction valve.
1.013 bar-760 mm Mercury-lO.3 m water
Thus the pump lift depends on the barometer reading (for
vacuum attainable) and also the fluid pumped i.e., oil below a
density of 1.0 will be capable of being lifted a greater amount.
Also the fluid pumped should be cold as warm fluids tends to
vaporise and destroy the vacuum. In practice a good
reciprocating pump will lift cold water from about 8 m with a
high barometer. As the temperature of the fluid rises the suction
lift decreases so that at 94°C the pump will not draw water.
Above this critical temperature water must be supplied from a
head to increase the pressure on the suction valve and prevent
vapour lock. The following figures give an indication of the
above points:
Barometer 750 mm Practical Lift 7.5 m

above figures for cold water.
Temperature 64°C Practical Lift 3m

"
rrc "
2.1 m
94°C Om
" llOOC Head" required
" 3m
123°C 6.7 m
" "
above figures for a 760 mm barometer reading.
Air vessels are usually fitted to reciprocating pump discharge
lines to ensure uniform water flow velocity in discharge lines so
reducing the inertia head required. The vessel is merely a
cylinder forming an air space damping cushion with fluid entry
at one side and discharge over a weir at the other side, or via an
internal pipe.
In pumps carrying liquids a phenomenon known as cavitation
occurs. Low pressure regions occur in the flow at points where
high local velocities exist. If vaporisation occurs due to these low
pressure areas then bubbles occur, these expand as they move
with the flow and collapse when they reach a high pressure
region. Such formation and collapse of bubbles is very rapid and
collapse near a surface can generate very high pressure hammer
blows which results in pitting, noise, vibration, and fall off in

the pump efficiency. This phenomenon is not usually very
pronounced in reciprocating pumps. Incipient cavitation i.e.
cavitation which is just beginning, can occur when suction lift
capability cannnot meet supply requirements and the output
reduces until the two coincide. Under these conditions of
operation the pump runs noisily and cavitation damage can
occur. By throttling the discharge, or reducing pump speed,
rough running of the pump and possible damage can be avoided.
Super cavitation occurs when the vapour bubbles collapse
within the liquid after the impeller.
Inducers
These are sometimes fitted to centrifugal pump impeller shafts
at suction. Their purpose is generally to ensure the supply of
fluid to the impeller is at sufficient pressure to avoid cavitation
at impeller suction, or it enables the pump to operate with a
lower net positive supply head. Different types are used either
scroll, screw or propeller.
The propeller (like a stub bladed fan) inducer is fitted to super
cavitating pumps, i.e. pumps where the cavitation occurs
between the inducer and the impeller. Such pumps can operate
at about one third of the net positive supply head normally
required for conventional centrifugal pumps and they are
suitable for LPG and LNG carriers.
Considering the previous remarks with respect to centrifugal
pumps the following points are applicable: (1) the same remarks
apply for pump suction head but as clearances in a fast running
centrifugal pump are difficult to maintain then even with the
good pump with facing clearances of a few millimetres it will
probably lift about 7.3 m of cold water with a high barometer.
(2) air vessels are rarely fitted as steady flow and air extraction is
usual. (3) such pumps are very prone to cavitation especially at
inlet to impellers and it may be advantageous to reduce the
suction lift to prevent the formation of bubbles due to low
pressure regions, incorrect attention to this point may cause
severe cavitation and very poor pump performance.
Considering next the gear and screw displacement pumps then
these pumps are also affected by changes of barometer pressure
and fluid temperature. A reasonable mechanical clearance must
be provided and any clearance will of course reduce the vacuum
efficiency and hence suction head available. Summarising for
these two types on the above three points it may be said that such
good pumps will probably lift cold water from about 6.7 m with
a high barometer, rarely need air vessels and are not specially
prone to cavitation when correctly designed.
In a modern vessel most pumps would probably be motor
driven centrifugal, with reciprocating, gear, screw displacement
or turbo pumps only fitted for specialist individual duties. The
discharge head attainable (or pressure of discharge) is virtually
unlimited for a reciprocating pump. Provided a good steam
pressure is available the principle of area differentials gives very
high discharge pressures. For the other forms of pump,
rotational speeds are increased to obtain higher discharge
pressures up to a reasonable maximum, for really high pressures
then impellers or wheels running in series are required. For
example the maximum peripheral impeller speed is best fixed
about 105 mls from the stress viewpoint (although cavitation
may be appreciable). A 200 mm impeller at 167 revis, a 120 mm
impeller at 275 revis, or three compound 330 mm impellers
running at 60 revis, would all produce 50 bar at peripheral
speeds within 105 mis, although the latter is preferable. The
maximum head for seriesimpellers is often fixed at about 170 m
(16 bar) per stage, with a maximum of say nine stages, but these
figures are by no means rigid.
ASSOCIATED EQUIPMENT AND SYSTEMS
It is. proposed to consider a short selection of units and

systems on which examination questions have been set.
Heat Exchanger
Thermodynamic Characteristics
Q = UBAis the rate of heat transfer from one fluid to another
in a heat exchanger, where Q is in watts.
U is the overall coefficient of heat transfer in W Im 2K, this
depends upon the properties of the fluids, their speeds and the
form of the heat exchanger surface.
B is the logarithmic mean temperature difference in °C between
the two fluids. B is a maximum with counterflow.
A is the area of heat exchanger surface in m2 •
Fig. 9.10 shows some of the different flow patterns used in
heat exchangers, counter flow is the best thermodynamically of
the basic patterns. In practice most heat exchangers use mixed
flow to obtain the best possible characteristics.
In the selection of a heat exchanger, certain points have to be
considered, some are:
1. Quantity of fluid, maximum to minimum, to be cooled.

2. Range of inlet and outlet temperature of fluid to be cooled.
3. As above for the cooling medium.
4. Specific heat of the mediums.
5. Type of medium, corrosive or non-corrosive. Safety.
6. Operating pressures.
7. Maintenance, fouling, cleaning, access.
8. Position in system and associated pipework.
9. Cost, materials, streamline or turbulent flow.
e- ho t t luid
t - cold fluid
e'j Ie. e, e.
parallel flow
.- . _. _- .....-. _. _. -;
counter flow
Ii I p. t·1 t;
e
temp. temp.
-' I....-- .~ -- ----
surface
-.!....
----------
surface
streaml ine flow

-=:
-- ===c:
~ _ ._ ._.--- .~
cross flow
\\ turbulent flow
J ?"'r-../~r=
~J
~ ................ J r -
\
e.
Fig. 9.13
Streamline and Turbulent Flow

In Fig. 9.13 simple diagrams show (1) the laminar, streamline
flow of a fluid whose velocity variation is approximately
parabolic. Being a maximum at the centre and zero where the
fluid is in contact with the pipe or plate surface (2) turbulent
flow of a fluid.
Whether flow is streamline or turbulent depends upon certain
factors which are summed up by Reynold's number.
, b _ velocity of fluid flow x pipe diameter
Reynold s num er - k'merna f ' 't
IC VISCOSI Y
If the number is less than 2000 the flow is streamline.

If the number is more than 2500 the flow is turbulent.
(Kinematic viscosity is the ratio of absolute viscosity to relative
density.)
Obviously pressure difference is a hidden factor in the
calculation, the greater its value the greater the velocity.
For efficient heat transfer turbulent flow is best, but erosion
of metal surface will be greatest. For little erosion of metal
surface streamline flow is required, but heat transfer will be
relatively poor.
tell- lale hole
4fo~~';"~
\
/
•
i nspecl ion shell
door
SHELL AND TUBE HEAT EXCHANGERS (Serck)

Fig. 9.14
Shell and Tube Type Heat Exchanger (Serck)

The shell (or cylinder) is usualy made of close grained cast
iron, with surfaces machined as required. Gun metal or
fabricated steel may be used as alternatives depending upon
requirements. Inspection doors are fitted in the distribution
belts.
End boxes with end access covers, are of the same material as
the shell. Sacrificial anodes in the rod or plug form and an
electrical contact strip are fitted to minimise corrosion.
The tube stack is made up of stress relieved aluminium brass
tubes expanded into Naval brass tube plates, one plate is fixed as
shown and the other is free to allow for expansion of the stack.
Brass circular baffles give radial flow to the fluid and support to
the tube stack.
In more recent designs of tube type heaters and coolers the
guided flow concept has been introduced, i.e. a secondary
heating, or cooling, surface in the form of radial fins integral
with the tubes between which flow is guided radially, alternately
out and in from section to section. This gives (1) greater heat
transfer surface (2) better heat transfer (3) lower metal surface
temperature (4) in the case of oil heaters less risk of oil cracking
and hence fouling.
Plate Heat Exchangers

Fig. 9.15 shows diagrammatically the Alfa-Laval plate type
heat exchanger. It consists of a variable number of gasketed,
titanium (stainless steel or aluminium brass) plates, clamped
together, between a closing pressure plate and a frame. The
surface of the plates are corrugated to give strength and
additional heat transfer surface. The most recent development is
to use a herringbone pattern with vees pointing alternately up
and down, touching in a criss-cross pattern. This gives
additional support, allows pressure to be increased and plate
thickness to be reduced.
Gaskets are usually Nitrile rubber bonded to the plate and
arranged so that in the event of failure the two fluids cannot
mix.
Principal advantages of the plate heat exchanger are:
1. Compact .and space saving, virtually no head room is
required.
2. Easily inspected and cleaned, all the pipe connections are at
the frame plate hence they do not have to be disturbed when
plates are dismantled.
carrYing ba r la teral bolt s

pressure plate plate
_'---r-.....
IIPuJ::;; O
~~
tram e
support distance ad justab le Joi nti ng

bar pieces feet
counter I IeM'
PLATE TYPE HEAT EXCHANGER (Alfa-Laval)

Fig. 9.15
3. Variable capacity, plate numbers can be altered to meet
capacity requirements.
4. With titanium plates there is virtually no corrosion or erosion
risk and turbulent flow (which is erosive) which takes place
between the plates will increase heat transfer and enable fewer
plates to be used.
Central Cooling Systems

These have been designed for diesel and steam plant. Fig. 9.16
shows diagrammatically the arrangement for a diesel engined
installation.
Large, sea water cooled heat exchangers, one in operation the
other stand-by, are the 'central coolers', they will have excess
cooling capacity to allow for fouling. A controlled bypass of the
fresh water to be cooled maintains it at a steady temperature of
35°C up to a maximum sea water temperature of 33°C. Sea
sea walt! pumps r------..., sw ou

3O"C central coolers
1---65"'! -;f~-
'" I generator
I r--r---
I
I main
engine
aux
r
I
36'1:: I --T- -
,o 0
,- ... s
.
--- Q SB"C
resh water
pumps
- low temperature
system 1I high temperature _ _
system
CENTRAL COOLING SYSTEM

Fig. 9.16
water temperature above 33°C willresult in an increase in fresh

water temperature.
The system is divided into low and high temperature zones.
The low temperature zone contains the coolers which can be
arranged in different ways to suit requirements. Automatic by-
pass valves are arranged across each cooler unit which control
the upstream water pressure keeping it constant irrespective of
the number of coolers in use. The main advantages of using a
central cooling system are:
I. Reduced maintenance. Due to the fresh water system having
clean, treated water circulating. The cleaning of the system and
component replacement are reduced to a minimum.
2. Fewer salt water pipes with attendant corrosion and fouling
problems.
3. With titanium plate heat exchangers used in the central
coolers cleaning of the coolers is simplified and corrosion
reduced.
4. The higher water speeds possible in the fresh water system
result in reduced pipe dimensions and installation costs.
5. The number of valves made of expensive material is greatly
reduced, also cheaper materials can be used throughout the fresh

water system without fear of corrosion/erosion problems.
6. With a constant level of temperature being maintained,
irrespective of sea water temperature, this gives stability and
economy of operation of the machinery, e.g. no cold starting
since part of the cooling system will be in operation. Reduced
cylinder liner wear etc.
Modular Systems for Auxiliary Plant

Modular systems are used for items such as lubrication, fuel,
boiler feed water, cooling, etc.
To decide what items have to be included in the module we
need to knowwhat performance is required of it. e.g. Fuel to a
diesel engine : the fuel should be clean, free of water, at the
correct pressure and viscosity. Hence in the module we require
filters, centrifuges or coalescing filters, pumps, heaters and
sensors.
The advantages to be gained by using modular techniques are:
1. The engine room layout will be simplified.
2. Pipe runs will be simple, external to the module, consisting
only of supply and return.
3. Module is assembled in the workshop-this in itself has
considerable advantage (a) The environment is easier to control,
it should be clean dry and oil free. There should be reduced risk
of damage to plant when the module is installed because no rust,
scale, oil, waste, weld spatter, etc., would be present inside the
module , which would have all open ended pipes blanked after
satisfactory testing and examination, and they would remain
blanked until they have to be connected to piping on board ship.
This has the added advantage of reducing pre-commission
cleaning time on board (b) The best possible arrangement of
integral components for ease of maintenance coupled with
shortest pipe runs can be achieved. This would be accomplished
by designers and assemblers working in close collusion (c) The
module can be easily tested and inspected.
4. Installation time at the shipbuilding yard would be reduced .
5. Standardisation with the least amount of material used,
together with the best possible design for access, maintenance,
reliability etc., results in economy.
Obviously standardisation does have its limitations. Units
would be made in capacities of standard incremental quantities,
the standard unit may not provide exactly for requirements.
Also, the unit must not become so large that transport becomes
a problem.
PUMPS AND PUMPING SYSTEM S 377
r educing valve
/
hlt er
g lass gaug pressure

tank
col d waler supply
mp
hot water return

:~~~:--
heating - steam
c. ~ _ ,_~
or electri c
........ : _-
hot w ater supply tilte r
cal or; fi er I
I
I
t resh water+
tank I
I
I
PRESSURISED FRESH WATER SYSTEM

(Pressure 1.3 to 2 bar at highest point in system)
Fig. 9.17
Automatic Domestic Water Supply Systems

For sanitary and fresh water supply modern vessels now
usually employ automatic systems. Considering either system:
this consists of a tank or reservoir for water supply. The pump
discharge is led in and out of the bottom of the tank on its way
to the piping system. The tank containing the water has an air
space provided above the water. As the water is used up the
pressure of air will drop. A pressure switch is connected to the
tank, this switch is almost identical to that described in the
refrigeration section so that when air pressure falls to say 2 bar
the lead from the tank to the bellows serves to operate the switch
so starting the pump. The pump builds up water quantity in the
pressure
tank
.\
I I I
-- -- -- --
<arbon sand neutraliser water
bed bed supply
filter fitter
- - - 0-- ~\.J\.JL
0- f-i \.J \.J I... E[)--
I"[)....
r pick up unit
'---if-'--r=:::=-
r'""
wash waler
fresh water drain
to taps etc ~7
~.\,
sodium hypochlorite ~ -"A.
solution -CO J/' V'-C
-: chlorinator
-~
FRESH WATER TREATMENT PLANT
Fig. 9.18
tank until the air pressure is say 4 bar when the pressure switch
serves to shut off the pump. The differential for cut in and out
can be adjusted for reasonable running periods whilst
maintaining a satisfactory pressure on sanitary and/or fresh
water fittings.
Water Purification
For domestic purposes the water used must be slightly
alkaline, sterilised, clear and pleasant tasting.
1. To give alkalinity and to improve the taste of insipid distilled
water, carbonates of calcium and magnesium are used as a filter
bed in a neutraliser.
2. To sterilise the water chlorine is used, this would normally be
solutions of hypochlorite or possibly the powder calcium
chloride. About 0.25 to 1 kg of chlorine would be required for
every 1,000,000 kg of water.
3. To produce clear water it can be passed through a sand bed
filter.
4. To improve taste a de-chlorination process is used.

Chlorinated water is passed through an activated carbon filter
bed which will absorb excess chlorine.
Neutraliser, sand bed filter and carbon bed filter can all have
their flows reversed for cleaning purposes.
Hydraulic system
A centralised hydraulic system consisting of duplicated oil
pumps, usually rotary reciprocating, accumulators, filters and
an oil reservoir, fitted with pressure regulators which govern the
pressure in different lines for different purposes is an economic,
reliable and safe power distribution system.
Items that can be operated by such a system include: pumps
e.g. submersible or line-shaft driven from deck motors, deck
machinery, e.g. winches, windlass, cranes, derricks, hatch
covers, ramps, water tight doors, bow thruster. etc.
The main advantages of a centralised hydraulic system are (1)
smooth operation (2) infinitely variable speed control (3) self
lubricating (4) intrinsically safe therefore useful for hazardous
cargoes (5) centralised for ease of control.
_ __ _ _ __ _----; • return li ne
---------r--~------ pres su r e l ine
isolating valve
variable speed
motor
pump, fan or
propeller
Fig. 9.19
Fig 9.19 shows in simple diagrammatical form how a

controlled unit, pump, fan, etc, would be connected into the
return and pressure lines which are connected to the centralised
hydraulic system. The stop/start speed control may be fitted

with a pilot line for remote operation and appropriate sensors
would telemeter measurements to the control station.
PREVENTION OF POLLUTION OF THE SEA BY OIL
It is prohibited by law, based on the 1954 international

convention to dump oil or oil-water polluted mixtures in port,
harbour or within coastal limits of about 80 km. The zones have
been increased to include 160 km coastal zones, and more, and
to include whole seas as prohibited areas . Within time it can be
said that it will be prohibited to dump such pollution from any
vessel in any part of the world . The legal maximum oil particle
discharge quantity is 100 parts per million of water, but this may
also be reduced in the future . Improved tank cleaning plants
have been made at all shore stations. However it may be said
that from the operating engineers viewpoint at sea that he is not
allowed to discharge any oil or contaminated water overboard.
This means that unless a dump tank is utilised, which is quite
feasible in oil tankers which can then be cleaned in port, then a
separator suitable for extracting oil from bilge or ballast water
must be provided, this is most common in cargo and passenger
vessels. The rules require such a separator to be of sufficient
design, size and construction. Provision must' also be made to
prevent over-pressure and discharge into confined spaces .
Avoidance of Pollution of the Sea with Oil

The manual on the avoidance of pollution of the sea by oil
(DTp published by H.M.S.O.) together with current relevant M
notices, are essential reading for Marine Engineers before
attempting the examination. Some precautions to be observed
when bunkering are:
1. All scuppers to be plugged so that in the event of a small
spillage onto the deck it is contained and can be dealt with .
2. Drip trays must be placed under the ship-shore connection.
3. Good communication between ship and shore must be
established and checked to regulate flow as desired .
4. Personnel operating the system must be fully conver sant with
the layout of pipes, tanks, valves etc.
5. Moorings and hose length should at all times be such that
there is no possibility of stretching or crushing the hose.
6. Ensure blank at opposite end of cross-over pipe is securely in
place.
7. Air pipes should be clear, soundings checked and depth

indicators tested.
When transferring oil within the ship it should be ideally be
done during the hours of daylight, the overboard discharge
connections should be closed and secured, over-flow alarm
should be tested and soundings taken at frequent intervals.
Using empty oil fuel tanks as ballast tanks should be avoided
as far as possible, since the ballast will eventually have to be
discharged.
Oil in Navigable Waters Act

It is an offence to discharge bilge water contaminated with
more than 100 p.p.m. of fuel or lubricating oil in a prohibited
zone. The international oil pollution chart shows the prohibited
zones but generally it includes all waters within 160 km of the
shore including territorial waters. When bilge water is
discharged in a prohibited zone an entry must be made in the oil
record book consisting of: (1) The quantity discharged (2) The
source of the bilge water (3) The time of discharge (4) The ships
position (5) The date. It must then be signed by the Master and
Chief Engineer.
The Act requires that every British Ship of 80 tonnes and over
registered in the United Kingdom which uses bunker fuel tanks
for ballast water must be fitted with an oily-water separator.
Oily Water Separator

Various types of oily water separator have been produced over
the years but most of the gravity types fall far short of the
modern requirements . IMO have laid down requirements for
separators and they are:
1. Oil-water separators for bilge and ballast applications should
be capable of giving an effluent containing less than 100 p.p.m .
of oil irrespective of the oil content (0 to 100%) of the feed
supplied to the device.
2. Filtering systems are further required to provide an effluent
of no more than 15 p.p.m . under all inlet conditions.
Most gravity types that have been installed in vessels will give
effluents ranging from 50 to 1,500 p.p.m., the lower figure is
probably an overestimate, 150 p.p.m. would probably be more
realistic.
The type of pump used for delivering the oily-water mixture
governs considerably the degree of contamination in the
effluent. A large number of bilge pumps are centrifugal and they
are often used as the supply pump to the separator. They churn
0·95
0·018
specif ic gravity
{density) of al
separation
veloci ty 0·012 0·99
m/s
0·006
0·25 (d iameter of oi l particle mm) 1·25
0·018
60"(
separati on temperatu re
veloci ly 0.012
m/s
15"(
0·006
Fig. 9.20
the supply and produce small oil droplets (less than 200 /lm)
dispersed throughout the water so that the 100 ppm requirement
cannot be met.
A positive displacement pump e.g. slow running double vane,
screw, reciprocating or gear enables a much better performance
to be achieved from the separator as they do not produce large
quantities of small oil droplets.
The pumping mode is becoming important since it is claimed
that with any kind of pump operating in the suction mode (i .e.
pump after the separator) the IMO requirement of 15 p.p.m. or
less can be met without the use of 2nd and 3rd stage filters or
coalescers.
The graphs in Fig. 9.20 show clearly the effect of oil particle
size and separation velocity thus further emphasising the
importance of pump selection and mode, presence of oil
coalescers (gather oil into larger droplets) and controlled flow
within the separator. Oil density and mixture temperature also
govern speed of separation and hence separator throughput.
oil valve
oi Iy-waler
inlet ' : \
~.~
o 0
----7 I
baffles
1 --
by-pass pipe
AUTOMATIC OILY-WATER SEPARATOR

Fig. 9.21
Automatic Oily-Water Separator

Fig. 9.21 shows the essential parts of an automatic separator.
The operation is as follows:
Clean water is delivered to the separator through the oily-
water inlet until discharge takes place out of the vent valve which
is then closed. Oily-water is now delivered to the separator and
when the pressure inside the separator reaches 2 bar
approximately the water discharge valve automatically opens.
The mixture circulates and flows across weirs and perforated
baffles which assist in separating the oil and water. Oil will now
accumulate at the top of the separator, and as the oily-water
interface gradually moves down the oil discharge valve is
automatically opened up. (See later for details).
A bypass pipe takes remaining traces of oil from the last
separator stage up to the top of the separator.
Steam heating coils are provided in the oil space to reduce
viscosity and assist separation, test cocks can be used to
ascertain the levels of oil and water approximately as a check for

the automatic detection. A spring loaded valve is usually fitted
on both discharges but it is essential that a relief valve is
provided on the shell or incoming mixture line to prevent
overpressure and accidental discharge to a confined space or
overboard under all working conditions. Such a relief valve
should preferably be led back to the suction side of the supply
pump or to an overflow tank. The usual working pressure for
the separator is in the region of 2 bar, i.e. the pressure at which
the spring loaded water discharge valve is set. The relief valve is
set about 2t bar approximately.
Fig. 9.22 shows a three stage separator which complies with
IMO requirements. The first stage is as previously described for
the automatic separator, the second and third stages are
coalescers. The effluent from the first stage enters the bottom of
the second stage and passes up the middle of the coalescer, the
coalesced oil collects at the top and the water discharges at the
bottom and then goes to the next stage.
overboard
oil _._-----., water
relief
valve
1st. stage 2nd. 3rd.
pump
by pass
strainer
to bilge(or drain lank)

from
bilge
3-STAGE OILY-WATER SEPARATOR (Victor)

Fig. 9.22
Electric Separator Probe

This is rather a complex ac circuit and only the most simple
operating principle is considered. Two sheathed probes are
provided at the highest and lowest levels of the oil-water
interface and a third probe is fitted low down in the clean water
space, the latter acts as an emergency cut out should priming-
over occur. The probes are connected to an ac circuit very
similar to the de Wheatstone Bridge principle. Two coils are
energised from the supply and two condenser circuits complete
the bridge, one condenser connected to the probe being the
variable in the circuit. The probe and tank form two electrodes
of the variable condenser. The capacitance depends on the
dielectric constant of the material between (for given distance
apart and electrode size). Thus the value of the capacitance
depends on the material between probe and tank. The bridge
when balanced in air would become unbalanced by change of
capacitance in oil or water and the electrical signal could be
magnified and relayed, similarly balance in oil would react to
water, etc.
Automatic Valve Operation

The relay can be arranged to operate lights, alarms, etc., or
preferably solenoid operation via air, steam or hydraulic servos
for the operation of the appropriate oil or water discharge
valves. With the lower probe in oil the unbalance due to
capacitance change will function to open the oil valve and close
the water valve, similarly the upper probe in water will serve to
shut the oil valve and open the water valve.
The actual operation of automatic valve control combined
with alarm and protection circuits can be considered by referring
to Fig. 9.23.
Oil has the same effect as air. With the separator empty (both
probes in air) the two probe indicator lamps will be out, oil
discharge lamp on, main contactor energised, solenoid
energised, pilot valve up, alarm bell ringing, pump tripped.
When water enters the separator and reaches the lower probe the
bell stops ringing and the lower probe indicator light comes on.
When water reaches the upper probe its indicator light comes
on, the water discharge light comes on and the oil discharge
lamp goes out. The solenoid is de-energised and the pilot valve
moves down. These conditions are reversed when oil pushes the
interface down.
When oil build up occurs and pushes the oil-water interface
down to the lower probe the solenoid is energised and the pilot
r-J~I ttr
~ water valve
I--
I n.r--+-....,
I
I r """,,,,,,--"'--1
I
.....J I
I
I
I
I
I
remote I
bell pump ligh ts I
I
I
'- - - ' - -- , l
I
- ._ .1 I
I
I
con tr o I panel
,
I
I
lower upper
probe probe I
make ma ke I
and and I
break break I
unit unit I
I
I
I
I
,L ... _
--~-
AUTOMATIC OILY-WATER SEPARATOR SYSTEM

Fig. 9.23
valve moves up. Clean water at 2 bar acts on top of the oil valve
piston causing the valve to open. Pressure reduces, the water
valve closes, and pressure reaches about 1i bar with the
interface rising to the upper probe . The solenoid is now de-
energised, the pilot valve moves down, clean water at 1i bar acts
under the oil valve piston causing the valve to close, pressure
starts to increase again.
With the main isolator shut the lower probe unit can be made
to isolate and cut out the pump if oil reaches the danger level.
With the main isolator open this action is shorted out so that the
pump can be used for other duties . A float controlled air release
arrangement can be fitted to give automatic air release from the
shell.
oil level
---f~--r=:?==::-::::::::::-:=-r"J detec tor
oil oil in water
water detector
o
pump
o c
c- closed
bi 1ge suction NORMAL MODE 0- open
back-flush
water storage
oi I discharge
i I I
I I
I I: I I
',~~ c o
1,-:--:-
I I I
I I I
I I I
I , I
I
CLEANING MODE
AUTOMATIC OILY-WATER SEPARATOR

Fig. 9.24.
The suction mode automatic oily-water separator shown in
Fig. 9.24 can, it is claimed, reduce effluent level to 2 ppm of oil
in the mixture or less. In order to achieve this low level the
separator incorporates concentric cylindrical oil coalescing
cartridges through which the oily-water mixture is drawn by a
388 REED' S GENERAL ENGINEERING KNOWLEDGE
positive displacem ent pump. The coalesced oil rises to the top of
the separator where its accumulation is detected by an oil-water
interface probe. When in the normal mode a controller is
constantly monitoring the oil-water inter face level and the
overboard discharge. In the event of the effluent exceeding set
limit the process is stopped and alarm given.
When the oil-water interface reaches its lower level the
controller changes the operation to one of cleaning by back
flushing and oil discharge. The oil-water interface will then rise
to the higher level when reversion to normal mode take s place.
By using an oily-water separator in the suction mode rather
than the delivery mode (i.e. the pump after the separator not
before) disintegration of the oily-water mixture prior to
separation is achieved, thus improving separation efficiency.
teed w ater l ank
convergent nozzle
sleam.-_
----L-~-..:~~ _ w ater
inlet ~ __
1l'-- ~--J-----"'diSCharge
f I
priming over fl ow
injector
" "-{><J_ _-{::>r<}--_.._.--~~~~
stea:::m C to boiler
A B
10 d.b. tank or hotwell
dou bl e bollom
tank
FEED WATER INJECTOR

Fig. 9.25
INJECTORS AND EJECTORS
The feed water injector could be used in place of a feed pump.

It is rarely seen in marine practice but it is sometimes provided as
a stand by feed supply device. Compared to a pump the injector
has the advantage of no working parts but it has the
disadvantage of being restricted to fairly cold water.
Considering Fig. 9.25 and the theory of the injector.
The working steam expands through a convergent nozzle,
losing pressure and gaining velocity so that it emerges at high
velocity from the nozzle. It contacts the cold feed water from the
feed tank and condenses and the resulting jet of entrained water
is guided through the combining cone and has its maximum
velocity at entrance to the diverging nozzle. The kinetic
(velocity) energy of the jet is now converted to pressure energy
again as it passes along the divergent nozzle it loses velocity and
increases in pressure so that at exit the pressure is arranged to be
higher than the boiler pressure so water will enter the boiler.
Thus it can be seen that the principle of operation is conversion
of energy. Ignoring temperature (energy) changes and losses and
considering no rise of discharge pipe then the pressure and
velocity energy of the entering steam together with the energy
due to the head of entering water appears as pressure and
velocity energy of the combined mass at discharge.
The feed tank need not be supplying from a head, i.e., the
injector will lift water but for given orifice sizes this reduces the
discharge pressure from the injector. The orifice sizes are
variable so that velocity and pressure energies are variable and
the discharge pressure can be adjusted as required.
Fig. 9.25 also shows typical connections to a feed water
injector. To put the injector into operation valves A and B
would be opened, valve C closed, steam would then be supplied
to the injector until it is primed and water is being delivered to
the double bottom tank or the hotwell. Delivery would then be
changed over to the boiler by opening C and closing B. This
arrangement simplifies priming when the injector has to lift
water and ensures that all the steam used is condensed.
Ejectors are used for bilge systems, evaporators and gas
freeing systems on tankers etc. Their principle is similar to the
injector but water is used instead of steam as the pumping
medium. Ejectors consist of a convergent-divergent nozzle
arrangement, similar to a Venturi, with a connection for pick up
of the fluid to be discharged at the throat. Ejectors are simple,
reliable, inexpensive, effective and virtually maintenance free.
SEWAGE AND SLUDGE
Present regulations relating to sewage in the U.K. are simply

that no sewage must be discharged whilst the vessel is in port.
Standards adopted by the U.S .A. and Canada are likely to
become IMO recommendations, their main restriction is that the
coliform count in the effluent discharged in restricted waters
should not exceed 1000/100 rnl.
Coliforms: this is the name given to a bacteria group found in
the intestines. They are not normally harmful, except when they
contain pathogenic colonies which can cause dysentry, typhoid,
para-typhoid, etc.
Retention Systems
Their main advantage is simplicity in operation and virtually
no maintenance, they comply with present regulations within the
limit of their storage capacity. Since no sewage can be
discharged in port, prolonged stays create a problem, this
problem could be reduced by the use of a vacuum transportation
system for toilets where only about 1 litre of water/flush is used
compared to about 12 litres/flush for conventional types.
Vacuum systems use smooth, small bore plastic pipes (except in
fire hazard areas) which are relatively inexpensive, and because
of the small amount of water used they are usually supplied with
fresh water which keeps salt water out of accommodation spaces
with obvious advantages.
With some retention systems the sewage is passed first
through a comminutor, which macerates the solids giving
greater surface area. The mix is then passed into a chlorine
contact tank where it must remain for at least 20 minutes before
discharge overboard.
Biological Treatment Plants

Plant description: raw sewage passes through a comminutor
into the collection compartment. When the level in this
compartment rises sufficiently, overflow of the liquid takes
place into the treatment-Aeration compartment where the
sewage is broken down by aerobic activation. Fluid in this
compartment is continuously agitated by air which keeps the
bacteriologically active sludge in suspension and supplies the
necessary oxygen for purification.
The effluent is then pumped to a settlement compartment
where the sludge settles out leaving treated effluent, which
!>eWage infl uent
vent and screen

overboard
u
wash water
from showers etc
c.hlorinator
I-
I
level F holdi ng tank ,'--...

I
activated
I-
controls : setUing_tank- sludge
I aera tio n tank return
~
I - --
r --- .v
I
V V V
_ !
o
,
o
. air
,
I
! I,ft
I I
j-_.__ .J
discharge
pumps
EXTENDED AERAnON SEWAGE PLANT
Fig. 9.26
passes over a weir into the final compartment for chlorination

before discharge overboard.
The settled sludge is continuously returned to the aeration
compartment by an airlift pump.
Excess sludge builds up in the settlement chamber and this
must be discharged at regular intervals, in port this may not be
possible hence it should be pumped to a sullage tank for disposal
later . By using an incinerator to deal with excess sludge a sullage
tank may not be required.
With the extended aeration system it can be 5 to 14 days
before the plant is fully operational because of the prolonged
aeration of sewage necessary to produce the bacteria that carry
out the purifying process. Hence, the plant should be kept
operational at all times. It should be noted that oil or grease
entering the system kills useful bacteria.
Chemical Treatment Plants

These are recirculation systems in which the sewage is
macerated, chemically treated, then allowed to settle. The clear,
sterilised, filtered liquid is returned to the sanitary system for
further use and the solids are periodically discharged to a sullage
tank or incinerator. The main advantages are (I) no necessity to
discharge effluent or sludge in port or restricted waters (2)
relatively small compact plant. However, chemical toilets are
not always what they should be and with this relatively complex
system increased maintenance is something which does not
endear itself to engineers .
Sludge Incinerators
These are capable of dealing with waste oil, oil and water
mixtures of up to 25070 water content, rags, galley waste etc., and
solid matter from sewage plants if required.
sleam space
wa ter space
f urn ace
spinning cup
burne r
--
INCINERATOR
Fig. 9.27
Fig. 9.27 shows a small water tube type of boiler combined

with incinerator plant in order to provide an economy.
Homogenous oil/water mixtures that have been formed by
passing them through a comminutor-a kind of grinder,
macerator, mixer which produces a fine well dispersed
emulsion-are supplied to the rotating cup burner. Solid waste
from the galley and accommodation, etc., would be collected in
bags and placed in the chamber adjacent to the main combustion
chamber, the loading system of which is self evident in the
diagram. The loading arrangement incorporates a locking device
which prevents the doors (loading and ash pit) being opened
with the burner on. The solid waste goes through a process that
may be described as pyrolysis, that is the application of heat.
Hydrocarbon gases are formed, due to the low air supply to this
compartment, which pass into the main chamber through a
series of small holes and burn in the furnace. Dry ash remaining
in the chamber has to be removed periodically through the ash
pit door.
Solid matter from sewage systems could be incinerated in this
unit, a connection would have to be made from the sewage plant
to the pyrolysis chamber of the incinerator.
PIPE ARRANGEMENTS AND FITTINGS
Most of the details given are for cargo vessels as the tanker is
virtually a whole pumping system within itself.
A Typical Bilge Pipe Arrangement

The arrangement as sketched satisfies the conditions required.
The diagram should be considered in conjunction with the rules
given later. For examination purposes it is advised that the
student should, if asked, sketch and describe the bilge system
and fittings with which he has been associated on a vessel at sea.
In so doing he should be able to sketch the arrangement from
memory and there should be no need to consider Fig. 9.28
further, it is presented merely for guidance.
Deep Tank Piping Arrangement

Referring to Fig. 9.29 it will be seen that the tank is arranged
for filling with water ballast. In the early stages filling will be by
means of the ballast pump discharge and later by gravity
through the ballast pump suction chest, although if time is
available gravity throughout is probably best. Final filling
before closing the tank lid is best carried out by hose from the
394 REED 'S GENERA L ENGINEERING KNOWLEDGE
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BILGE PIPE ARRANGEMENT

Fig. 9.28
to att d.b. tanks ballast pump

~sea
bit e
tanks
.::>o'I'''---'''I''su·c Ii on
bend chest
, I valve
to tor'd
db tanks
blank
deep
tank sd.n.r valve
DEEP TANK PIPE ARRANGEMENTS

blank-s- Inter-changeable - dome
oil water ballast
to tanks
OIL- WATER BALLAST CHEST

Fig. 9.29
deck service line. When the tank is full the screw lift ballast valve
is shut and the line is blanked off until the tank requires to be
pumped out. When the tank is to be used for dry cargo the
ballast line is blanked and the bilge line is open. Great care is
necessary to avoid any mistakes being made and a rigid routine
is advised. Clear explanatory notices are to be provided and all
valves and fittings should be in good order and easily accessible.
Bilge Injection Valve

The bilge injection valve as sketched in Fig. 9.30 is one of the
most important fittings in the machinery space. It is provided
for use in the event of serious flooding in the machinery space.
By closing in the main injection valve and opening up the bilge
injection valve the largest pump (or pumps) in the engine room
are drawing directly from the lowest point in the space, this
action can remove large quantities of water. A doubler plate is

welded to the skin, and machined usually after welding
operations, the chest flange being bedded to the doubler and
then studded in place . The joint is either spigot and jointing
compound, or flat with a joint of canvas and red lead putty.
The diameter of the bilge injection valve is at least 2/3rds of
the diameter of the main sea inlet. Valve spindles should be clear
of the engine platform and valves and operating gear require
regular examination and greasing, with cleaning of strum or
strainer.
main inje ction s I. bilge injection s dn.r.
\ /
to main circula ting

pump - - _
,,
,
gri d - \ _lank marg in
,, r.
\.
. 1
. 1 plate
I.
.'
.
",,.
,.
.1
.'
.'
strum or strainer
MAIN AND BILGE INJECTION VALVES

Fig. 9.30
Oil-Water Ballast Chest

This chest is a standard fitting on most cargo vessels, on the
double bottom piping system. Normally all chests are open to oil
fuel (bend) and blanked to water ballast. For ballast, or ballast
prior to cleaning purposes, the bend and blank are as shown in
the sketch (Fig. 9.30). This means that an error in opening the
wrong valve would not in itself allow crossing of circuits .
As an alternative to this fitting, hollow one way discharge
plug cocks or a system of interlock valves would be acceptable.
Any system employed must prevent easy joining of oil and water
circuits by accident.
SOME RULES RELATING TO PUMPING SYSTEMS
BILGE (vessels over 90 m long)
(1) A piping system and pumping plant should be provided to

pump out and drain any adjacent to damage water-tight
compartments (including tween decks) under all
reasonable damage conditions. Efficient drainage should
be provided especially to unusual form compartments and
the piping system design should not allow flooding under
damage conditions.
(2) Vessels shall have at least four independent power pumps
connected to the main line. Ballast, sanitary, etc., are
acceptable, also engine driven pump, provided they are of
sufficient capacity and are connected to the main line.
(3) One such pump should be of the remote controlled
submersible type or the power pumps and controls should
be so placed so that one pump is always available under all
reasonable damage conditions. Each pump should where
possible be located in a separate watertight compartment.
(4) Pumps should be of the self priming type unless efficient
priming devices are provided. The capacity of the pumps
should give a water speed in the main line of not less than 2
m/s, and the capacity may be determined from a given
empirical formula.
(5) Each pump should have a direct suction to the space in
which it is situated, such suction to be at least the same
bore as the bilge main. Not more than two such suctions
are required and in the machinery space such suctions
should be arranged one each side.
(6) Main engine circulating pumps shall have a direct suction
(with non return valves), draining the lowest level in the
machinery space, such suction at least 213rds of the
diameter of the main sea inlet. In motor ships this should
apply but direct suctions on other suitable pumps of
equivalent capacity is acceptable.
(7) Bilge pipes should not be led through oil tanks or D.B.
tanks. Joints should be flanged, pipes well secured and
protected against damage. The pipes should be
independent to the bilge systems only.
(8) Collision bulkheads should not be pierced below the
margin line by more than one pipe, such pipe to be fitted
with a screw down valve operated from above the
bulkhead deck, valve chest being secured to the forward
side of the collision bulkhead (divided peaks may have two

pipes).
(9) Valves and cocks not forming part of a pipe system are not
to be secured to watertight bulkhead. Pipes, cables, etc.,
passing through such a bulkhead are to be provided with
watertight fittings to retain the integrity of the bulkhead.
Connections attached to such bulkheads are to be made by
screwed or welded studs, not by tap bolts passing through
clearance holes.
(10) The bilge piping system is to be separate from cargo and oil
fuel systems. Spindles to all master valves, bilge injection,
etc., should be led above the engine room platform. All
valves, extended spindles, etc., to be clearly marked and
accessible at all times.
(11) Diameter of bilge suction lines in mm to be determined
from given empirical formula. No bilge main under 65 mm
bore and no branch under 50 mm or need be over 100 mm
bore.
(12) Bilge valves should be one of the non return type. Valves,
blanks, lock ups, etc., must be provided to prevent
connection between sea and bilges or bilges and water
ballast, etc., at the same time.
(13) Emergency bilge pumping systems if provided should be
separate from the main system.
(14) Bilge pipes to be provided with mud boxes. Suction pipe
ends should be enclosed in easily removable strum boxes,
the holes through which should be approximately 10 mm
diameter and their combined area not less than twice the
area of the suction pipe.
(15) Sounding pipes where provided are to be as straight as
possible, easily accessible, normally provided with closing
plugs, machinery space pipes to have self closing cocks.
Note
One explicit rule, covered by the generalisation summary in
Rule 1 given above, is considered worth repeating, in full, in
view of a recent casualty:
Provision is to be made in every vessel to prevent the flooding
of any watertight compartment served by a bilge suction pipe in
the event of the pipe being severed or damaged, by collision or
grounding, in any other watertight compartment. Where any
part of such a pipe is situated nearer to the side of the ship than
1/5th of the midship breadth of the ship measured at the level of
the deepest subdivision load water line, or in any duct keel, a
non return valve shall be fitted to the pipe in the watertight

compartment containing the open end of the pipe. (See Fig.
9.28).
Ballast
The only real requirement is that mentioned earlier, i.e., no
possibility of sea or ballast water gaining access to dry cargo or
adjacent compartments. Bilge connections to pumps connected
to ballast or sea must be non return valves or one way cocks.
Lock up valves or blanks must prevent flooding or inadvertent
pumping out of deep tanks, etc. Water ballast and oil fuel must
be effectively isolated.
Oil Fuel Installations

These rules are somewhat lengthy and are mainly covered in
other sections, e.g., boilers, fuel testing, ship construction, etc.
However, it is considered worth presenting that section of the
rules regarding instructions to ships' engineers in full and then to
present a shortened extract of some of the important rules not
previously mentioned.
Instructions
(1) A plan and description of the oil piping arrangement should
be clearly displayed .
(2) Escape of oil heated to or above the flashpoint is most
dangerous, and may result in explosion or fire.
(3) After lighting burners, the torches must be fully
extinguished by means of the appliances provided for that
purpose.
(4) Cleanliness is essential to safety, no oil or other combustible
substances should be allowed to accumulate in bilges or
gutterways or on tank tops or boiler flats.
(5) Before any oil tank which has contained oil fuel is entered
for any purpose the oil should be removed entirely, all oil
vapour must also be carefully removed by steaming and
efficient ventilation. Tests of the atmosphere in tanks or
bunkers should be made to ensure safety before inspection
or work in them is begun.
Extract
Boiler, settling tank and oil fuel unit spaces, etc., must be
clean, have no combustible material, and have good access. Oil
tanks, oil pumps, etc., should be fitted as far from boilers as is
practicable and should be provided with trays and gutters, drain
cocks, etc., should be self closing and efficient sounding or

indicating devices provided. Relief valves should be fitted to
discharge to an overflow tank fitted with level alarms, filling
stations should be isolated, well drained and ventilated . Every
oil tank should have at least one air pipe, such air pipe or any
overflow pipe system provided (preferably returning to an
overflow tank with visual and sight returns) should have an
aggregate area at least It times the aggregate area of the filling
pipes. All means should be considered to prevent discharge of oil
overboard.
Oil pipes and fittings should be of steel, suitably hydraulically
tested. Oil units should be in duplicate and any oil pump should
be isolated to the oil system only, provided with relief preferably
back to the suction side, capable of being shut down from a
remote control position, and provided with shut off isolating
valves. Heating coil drains should be returned via an observation
tank. Valves or cocks fitted to tanks in the machinery and boiler
spaces should be capable of being operated from a remote
position above the bulkhead deck. Ample ventilation and
clearance spaces for circulation should be provided and no
artificial type lights capable of igniting oil vapour are allowed.
Ventilator dampers, etc., must have reliable operating gear
clearly marked for shut and open positions.
Note
Essential features are care and cleanliness together with
reliable overflow and isolating equipment. Particular care is
advised during bunkering to avoid overflows (gravitating is
always a safer process where practicable) and during tank
cleaning, venting or inspection periods.
TEST EXAMPLES 9
Class 3
1. Make a diagrammatic sketch of a bilge pumping system
itemising the main components.
2. Describe the passage of water through a centrifugal pump .
3. Describe an oily-water separator and state how you would
check that it was working satisfactorily. .
TEST EXAMPLES 9
Class 2
1. Sketch and describe a plate type heat exchanger.
State one advantage and one disadvantage of this design
compared to the tubular type;
2. Sketch and describe a pump other than the reciprocating or
centrifugal type. Explain how it works. State with reasons,
the duty for which it is most suited.
3. Sketch and describe a centrifugal bilge pump.
Explain the need for a priming pump.
Give one advantage and one disadvantage of the
centrifugal pump compared to the direct acting pump for
bilge duties.
4. Sketch the construction of an oily water separator.
Explain how it functions in service.
State the purpose and operation of all alarms or safety
devices fitted to the separator.
5. Make a line diagram of a bilge pumping system for a dry
cargo ship.
Indicate the type and position of each valve fitted.
In view of the possibility of collision, explain how the
integrity of the bilge pumping system is ensured as far as
possible.
TEST EXAMPLES 9
Class 1
1. Describe with a line diagram a hydrophore system, i.e., a
fresh water system incorporating an air reservoir.
Describe how a drop in pressure actuates the fresh water
pump.
State two advantages of this system over the gravity
head system.
2. Sketch a tubular oil cooler and explain how:
(a) differential expansion between the tubes and shell
is accommodated,
(b) corrosion is controlled,
(c) automatic control of the oil temperatures is
effected.
State how by construction, operation and maintenance
tube failure can be minimised.
3. Give a simple explanation of the nature and effect of
cavitation in rotodynamic pumps.
Describe with sketches a super-cavitating pump.
State the purpose of such a pump and give an instance of
current shipboard application.
4. Describe with sketches a centralised cooling system
incorporating plate type heat exchangers.
Explain the purpose of this system and how it is
achieved.
5. Describe with sketches an axial flow pump.
Explain its principle of operation.
State what important advantage and serious
disadvantage it possesses compared to other pumps.
Explain the effects of throttling either the suction or
discharge valve.
CHAPTER 10
LUBRICATION AND OIL PURIFICATION

Purification of fuel and lubricating oils on board ship is a
widely practised and well known operation. Generally three
methods are employed: Gravitation, filtration and centrifugal
purification.
For the gravitation method, which is principally used for oil
fuels, settling tanks are employed . When the oil is allowed to
stand undisturbed in the tank, mediums of higher relative
density than the oil gravitate to the bottom of the tank where
they are discharged periodically through a manually operated
sludge cock. The process of separation in a settling tank can be
speeded up to a certain extent by heating the tank contents. If
heating of the contents is possible, steam heating coils are
generally used, but care must be taken not to heat the oil to too
high a temperature. Fig. 10.1 shows a settling tank with the
usual fittings provided.
In an examination these fittings should be itemised and a brief
description of the function of each should be given thus:
Sludge valve or cock . Used for draining water and sludge from
bottom of tank. It must be self-closing since if it were not, and it
was left unattended, a dangerous situation could arise whereby
the tank content could be drained into the oily bilge or sludge
tank.
Dumping valve. This fitting can be used in the event of fire to
dump the oil from an elevated settling tank to a double bottom
tank which could possibly be below the level of the fire.
Exhaust steam from heating coils would be led to a steam trap,
which ensures maximum utilisation of the heat content in the
steam, then to an observation tank for oil detection.
Overflow pipe, etc. (The remainder should be completed in a
similar way as an exercise by the student.)
LUBRICATION AND OIL PURIFICATION 405
Filtration of lubrication and fuel oils remo ves unwanted

particles of material such as cotton threads, paint chippings,
small pieces of metal, etc., which could cause damage to pumps
and engines , from the oils. Filtration does not separate water
from the oils, however, by pumping heated lubricating oil into a
vacuum chamber, vaporisation of water can be achieved. Also,
water repellant and water coalescing filter cartridges can be used
which will cause separation of water from oil.
Man y different types of filters are manufactured, the simplest
being the wire mesh type which are fitted in pairs in the system
of oil piping , which enables the operator to clean the filter not in
use without shutting down the oil system. Others of a more
complex nature can be cleaned whilst in operation and may be
fitted singly in the oil piping system or again in pairs.
• fl am e trap
to depth indic ator

cables to
t r;p levers
cap_
we ighted cock
I
I
I I high and low
I I suet.on valves
I I (col taps ble)
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: I I
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, i gh t glass : be11--;.1 ~ e-
an d alarm I - ~
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the rmometer
pock et to sl udq e
tank
steam i nl et exha us t
"-
dumping va lve
Fig. 10.1
FILTERS
Wire gauze type filters are made with coarse or fine mesh
depending upon the positioning of the filter unit in the oil
system. An example of this are the hot and cold oil filters fitted
in oil burning and pumping installations, the coarse mesh
suction filters are used for cold oil and the fine mesh discharge
filters are used for the heated oil. The wire mesh type filter
however is rarely made to filter out particles below 125 microns
in size. If finer filtration is required, other types of filter unit are
used, one such filter unit is the well known Auto-Klean strainer.
Auto-Klean Strainer (Fig. 10.2)

This is an improvement on the wire gauze strainer. It can be
cleaned whilst in operation and it can filter out particles down to
25 microns in size. The dirty oil passes between a series of thin
metal discs mounted upon a square central spindle. Between the
discs are thin metal star shaped spacing washers of slightly
smaller overall diameter than the discs. Cleaning blades, fitted
to a square stationary spindle and the same thickness as the
washers are between each pair of discs. As the oil passes between
the discs, solid matter of sizes larger than the space between the
discs remains upon the periphery of the disc stack.
The filter is cleaned by rotating the central spindle, this rotates
the disc stack and the stationary cleaning blades scrape off the
filtered solids which then settle to the bottom of the filter unit.
Periodically the flow of oil through the filter unit is interrupted
and the sludge well is cleaned out. To facilitate this the filters are
generally fitted in pairs.
Pressure gauges are fitted before and after the filter unit, these
give indication of the condition of the filter.
Fig. 10.2 illustrates an Auto-Klean filter unit of the type
capable of filtering out particles down to 200 microns in size,
this type can also be made to filter particles of under 75 microns,
but the mechanical strength of the cleaning blades will be low. A
more recent type of Auto-Klean strainer has the modified disc
stack and cleaning blade arrangement shown in Fig. 10.3. With
this modified disc stack particles of under 25 microns in size can
be filtered out without impairing the mechanical strength of the
cleaning blades.
Streamline Lubricating Oil Filter

The streamline filter consists of a two compartment pressure
vessel containing a number of cylindrical filter cartridges. Each
hOT se shoe
wash er
top closing
plate
Inlet
guide rods
~:::;:::==*",,*,===»--+ c entre plate
square spind les
bottom closing
ca st iron body plate
slu dge we l l
drain plug or cock
AUTO-KLEAN STRAINER
Fig. 10.2
square spindle square spindle
od flow
diSCS
MODIFIED DISC STACK (Auto-Klean)

Fig. 10.3
cartridge is made up of a large number of thin annular discs

threaded on to an X or Y shaped section rod and held in
longitudinal compression. The discs can be made of a wide
variety of materials, for lubricating oil special paper discs are
generally used. The oil can flow from the dirty to the clean side
of the filter via the small spaces between the compressed discs
then up the spaces formed by the hole in the disc and the rod. In
this way the dirt is left behind on the periphery of the disc stack
and it is claimed that particles of the order of 1 micron can be
filtered out.
For cleaning, compressed air is generally used, by closing A
and B, and opening 0 and C reversal of flow results (see Fig.
10.4).
Filter Coalescers
These have been designed to replace the centrifugal method of
particulate and water removal from fuel and lubricating oils.
The unit consists of some form of pre-filter for particulate
removal followed by a compressed inorganic fibre coalescing
unit in which water is collected into larger globules.
Coalescing action is relatively complex but briefly, the
molecular attraction between the water droplets and the
inorganic fibres is greater than that between the oil and the
fibres. When the water globules are large enough they will move
with the stream out of the coalescing unit.
Downstream of the coalescing cartridges are P.T.F.E. coated,
stainless steel, water repelling screens that act as a final water
stripping stage. Water gravitates from them and from the outlet
of the coalescer cartridges into the well of the strainer body from
where it is periodically removed.
LUBRICAnON AND OIL PURIFICAnON 409
c
-- B
0,1 outl et
II I I I
II I II
G
view AA at pap er
d isc and Y sect ion
iI
~I I I
I II
I I
rod
~ \/ i
A
all inlet
I I I I
ttl ter car tr id ges
o drain
STREAMLINE LUBRICATING OIL FILTER

Fig. 10.4
In modular form these units would have pumps, motors,

alarms, indicators, water probes with automatic water dumping,
heaters to lower the viscosity of the oil, together with the
filtration system described above.
Lubricating Oil Filter-Coalescer

Lubricating oil in circulation round a closed system e.g. •
turbine, generators, sterntubes etc., will absorb moisture from
the atmosphere that will reduce the lubricating properties of the
oil. Fig. 10.5, shows a filter-coalescer that will remove solid
particles of three microns and above and also up to 99010 of the
water present in the oil.
Lubricating oil is pumped through the water coalescer filter
cartridges which remove solids and coalesce (i.e. gather into
oit outlet
1K/"x?<:><I - - -j- w a ter repelling screens
waler droplets
oil flow
::..J·---lf- wate r coalescer filter

cartridqes
wa t er
L....._----l.,.L-_ _-J-IXJr- drain
sight glass
strainer
by pass
LUBRICATING OIL FILTER-COALESCER

Fig. 10.5
larger droplets) the free water droplets held in suspension in the
oil. Most of the water then gravitates to the bottom of the body
and the oil with the remain ing water droplets passes to the water
repelling screens, which permit passage of oil only. Water
droplets which collect on the screens eventually settle to the
bottom of the body .
To clean the unit, it must first be drained. Then the filter
cartridges are renewed, the water repelling screens need not be
touched.
A heater would be incorporated in the supply line which
would heat the lubricating oil thus assisting separation.
LUBRICAnON AND OIL PURIFICA nON 411
----------1 1------
I
I I
I I
I I
I
filter I I
elements I
I
I
I I
I I
I
I
I
water I
probe
~ - - -C=;:'-L-,-J.......,c-' L...,-L-,-J.....;=-- -i
I I
I I
I C B I
L -'
LT--'--.L pressure
to service transducer
tank _-----'l~-'--'-----~-I---.L--'
[>j overfraw to
settling tank
sludge and water tank (base)
probe
'-- ~--=::l--,
I
I
J
to sludge tank
backflush cleaning
AUTOMATIC OIL FILTER MODULE

Fig. 10.6
Oil Module (fuel or lubricating oil)

An automatic oil cleaning module comprising duplicated filter
assembly, pumps and controls mounted on a water/sludge tank
which serves as a base, is shown diagrammatically in Fig. 10.6.
In normal operation, dirty oil from the oil settling tank would
be pumped through the filter to the service tank. Impurities
collect on the outer surfaces of the filter and this results in an
increase in pressure differences across the filter. When this
pressure difference reaches the preset limit of about 0.4 bar a
signal from the differential pressure switch to the controller
starts the cleaning procedure. The controller sends signals to
valves A and B which change over and open respectively so that
the back-flush cleaning of the dirty filter as shown in Fig. 10.6
takes place for about 60 seconds. At the end of the cleaning
period valve B closes and the system is back to normal
operation.
If water enters the filter body its presence is detected by a
water detection probe. A signal from the probe causes the valve
B or C to open, depending upon which filter is in use, and the
water is discharged into the sludge tank. When the water is
completely discharged the valve automatically closes.
Sludge and water in the base tank are automatically located
and discharged to a sludge storage tank. The relatively clean oil
from the top of the base tank overflows into the settling tank for
recycling.
A type of differential pressure device that could be used in the
module is shown in Fig. 10.7. Increasing the spring force
increases the pressure differential setting at which the plunger
will operate a switch for the timed cleaning sequence. The
synthetic rubber diaphragms at each end would resist attack
from the oil.
plunger for SWitch

operation
from outlet / from Inlet
~
~
synthetic rubber diaphragms

Fig. 10.7
LUBRICA nON AND OIL PURIFICAnON 413
CLARIFICATION AND SEPARATION
Clarification
The term clarification is used to describe separation of solids
from a liquid. A centrifuge arranged to discharge a single liquid
is called a clarifier.
dirt y oil rn
clean ojl out

settlin g tank
~" ',,",,., '1I cl ean oil out
bowl
I !
, .' solids cen trituq ed
cen trit uqe " . I .'. ou t
-~adirty oil i n
rotation .
I
CLARIFICATION
Fig. 10.8
Fig. 10.8 shows clarification taking place in a gravity settling

tank. Oil, containing solids, is fed into the tank at (a) and as the
oil flows to (b) the solids present in the oil gravitate to the
bottom of the tank. The heaviest solids deposit first at (a) and
the lighter solids which are carried forward by the flow of the oil
deposit nearer to (b).
A similar process takes place in the centrifugal clarifier,
formed by rotating the settling tank analogy in Fig. 10.8 through
90° to give the lower figure in the diagram. Here, oil is fed in at
(a) and is thrown by centrifugal force to the side of the rotating
bowl. Solids present in the oil pass through the oil to the bowl
side and accumulate there, the heavier solids depo siting near the
bottom of the bowl and the lighter solids towards the top. The
similarity of the two methods of clarification, gravity and
centrifugal, is self evident from the diagram.
Separation
The term separation is used to describe the separation of two
liquids. In marine work these are usually oil and water. A
centrifuge arranged for the separation and continuous discharge
of two liquids is called a centrifugal separator.
d ir ly ~I~
ll:i_=n ~ oil ~
----.;___
c
cl ean oil
_..;;;;........;;;;-=--
w ater
s: '"
--'~-~J water and sludge
I nterface line
interface line
water seal
oil
I
J ~s l u d g e
~y
I
I odin
rotatlon~
Fig. 10.9
In a purifier arranged to operate as a centrifugal separator any
solids which are present will deposit upon the side of the bowl,
hence clarification takes place at the same time as separation. In
LUBRICATION AND OIL PURIFICAnON 415
order for a purifier to operate as a centrifugal separator a water

seal is necessary and this operates as follows:
Using the gravitation analogy Fig. 10.9, water is first fed into
the tank at (a) until the level (b) is reached, overflow of the water
will then take place at (b) and when this occurs the water supply
is stopped, as any additional water added would not increase the
level of the water above (b). Next oil is supplied into the tank at
(a) and the oil will displace some of the water in the tank , the
amount displaced depending upon the relative density of the oil.
If overflow of oil takes place at (c) separation will occur, i.e.,
water present in the oil will settle out causing overflow of an
equal amount of water at (b) hence the quantity of water
forming the seal remains constant. If however, when oil is
supplied to the tank of sufficiently high relative density to cause
the oil-water interface level (b) to reach (d), oil will be
discharged at (b) and no oil will be discharged at (c). This is
called loss of seal.
Rotating the settling tank analogy in Fig. 10.9 through 90°
gives the lower figure in the diagram which shows separation
taking place in a centrifugal separator, the principle being
analogous to that of gravitational separation described above.
Water is first delivered to the centrifuge and when discharge of
water takes place at (b) the water supply is shut off and then oil
is delivered at (a), some of the water is displaced and when oil
and water are being separately and continuously discharged, the
centrifugal separator is operational.
The water dam ring (or screws) is used to vary the position of
(b) and the choice of dam ring should be such that the oil-water
interface is as near as possible to (d) without oil discharge taking
place at (b). This ensures as large a quantity of oil in the
centrifugal separator as possible, thus for a given throughput
rate the oil will be in the separator for as long a time as
practicable, enabling the centrifugal force to give good
separation and clarification.
The equilibrium equation for the centrifuge is:
hi = hz x oil density
Where hi is the head of water,

Where hz is.file head of oil.
When oil of high relative density is to be passed through the

centrifugal separator the dam ring which would be fitted will
bring (b) closer to the axis of rotation increasing hi without
altering hz.
If oil of low relative density is to be passed through, the dam

ring would have to be such that (b) is moved away from the axis
of rotation reducing hI without altering hz.
Control of the oil-water interface line, or equilibrium line, can
be achieved in some. purifiers by variation of back pressure,
hence no dam ring would be required.
CENTRIFUGES
Two basic types of oil centrifuges are in marine use, the large
diameter bowl type fitted with discs and the tubular bowl type
without discs. Both types of centrifuge give good separation and
clarification.
Action of Particles in a Disc Type Centrifuge

If oil flows in a streamline condition between two parallel
plates its velocity varies between zero where it is in contact with
the plate, to a maximum at the mid-point between the plates.
Fig. 10.10 shows such a velocity variation.
Oil flows between two discs in a centrifuge is radially inward
and up towards the clean oil outlet. Any particles in the oil will
follow this general flow, but will also be acted upon by a radially
outward centrifugal force. The magnitude of the force depends
upon the mass of the particle, the speed squared and the radius
at which the particle finds itself.
By referring to Fig. 10.10 it will be seen that any particles
finding their way to the underside of a disc enter a region of zero
velocity and they can then move, due to centrifugal force, down
the underside of the disc and eventually into the sludge space of
the bowl.
The important path taken by particles is that of the limit size
particle, which is the smallest to be removed in the centrifuge.
Particles smaller than this pass out with the clean oil. Some of
the factors affecting the limit size particle would be:
1. Viscosity of the oil in the centrifuge, the higher its value the
greater will be the viscous drag on the particles. Hence the oil
should be pre-heated to as high a temperature as practicable.
2. Disc spacing, diameter and inclination to the vertical.
3. Speed of rotation of the purifier.
4. Throughput. If this is low the limit size particle will be
small and the oil discharged cleaner. If throughput is great the
limit size particle will be large. However, if the oil contains
appreciable quantities of water this would be effectively

removed and this form of contamination could be the reason for
operating at a high throughput.
strea m l i ne
flow
upper di sc
throughput
centnfuoal
torce
li rr ut S ize particle
pat h
axis of I
rotation ---
bowl
Fig. 10.10
De Laval Bowl Type Centrifuge

The stainless steel bowl of up to 0.6 m diameter is mounted on
a tapered spindle, the lower part of which is fashioned into a
sleeve which passes over a stationary spindle. The stationary
spindle carries two ball races which are provided for the rotating
spindle. These bearings, the upper one serving as a thrust
bearing, give a high degree of flexibility.
A constant speed electric motor supplies the motive power for
the oil suction and discharge pumps (if fitted) and the wheel and
worm drive for the centrifuge bowl. The bowl rotates under
operating conditions at 5,000 to 8,000 rev/min depending upon
size. This gives a lower centrifugal settling force than is to be
found in the tubular bowl type of centrifuge. To compensate for
the lower centrifugal settling force, stainless steel conical discs
carried by splines on the distributor are fitted to reduce the
settling distance.
To operate the centrifuge as a purifier, it is first brought up to

operating speed, supplied with fresh water to form the water seal
and then the oil to be purified is delivered to the distributor by
the inlet pump.
As the oil passes down the distributor it is rapidly brought up
to the rotational speed of the purifier by the radial vanes
provided for this purpose. The oil passes from the distributor
through the space between the bottom plate and bowl to the
supply holes.
From the supply holes the oil is fed to the spaces between discs .
through the distribution holes in the discs. Separation and
clarification takes place between the discs, water and sludge
moving radially outwards pass along the under surface of the
discs and the purified oil moving radially inwards passes over the
upper surface of the discs. Water and sludge are eventually
discharged at (a) and the purified oil at (b). (See Fig. 10.11)
dirty ad i r
b clean oi l au I
I
\
distr i bu ter
ri ng nu l
~---.-'
bowl seal
di scs
distri bu ti on
holes
r--- - f.-+ i nlerface line

bowl
supp l y holes
PURIFIER
Fig. 10.11
If the centrifuge is to be operated as a clarifier, no water seal is

provided and the bottom plate and discs have no supply and
distribution holes . Discharge of the clarified oil takes place at
(b), sludge and solids collect upon the bowl wall. Since there is
no water seal in a clarifier more bowl space is available for the
oil, hence there will be available a greater centrifugal settling
force due to the increased radii.
Fig. 10.12 shows a centrifuge arranged for clarification. The
degree of diagrammatic simplification between it and the
purifier should be noted by the student, and as an exercise in
examination sketching it is recommended that the purifier
should be drawn in a similar diagrammatic form.
punf i ed oil i n
clan fled oil out

r •
distrib utor
-~ ring nul
\~
discs
solids
I:' bow l
I
CLARIFIER
Fig. 10.12
Sharples Super-Centrifuge
Fig. 10.13 illustrates diagrammatically the Sharples super-
centrifuge with 'one-pass' bowl, designed to replace the purifier-
clarifier series combination used for the purification of residual
oils. This purifier can also be used for the purification of
lubricating and diesel oils.
420 REED 'S GENERA L ENGINEERING KNOWLEDGE
suspensi on coupling
.
clean oil out
w ater seal
bowl
t hree wing assembly
\
\
solids
\
'\
\
SUPER CENTRIFUGE
Fig. 10.13
LUBRICA nON AND OIL PURI FICAn ON 421
It consists of a stainless steel tubular bowl about 110 mm

diameter and 760 mm long supported at its upper end by a ball
thrust bearing and flexible spindle assembly and guided at the
bottom by a plain bearing . This arrangement permits the bowl to
take up its own alignment.
An electric motor mounted upon the top of the purifier
framework drives the bowl through a belt drive and this gives a
bowl speed under operating conditions o f about 15,000 revI min .
Suction and discharge pumps of the gear type, dr iven by the
electric motor can be fitted , if required, thereby making the
purifier and independent unit.
~~
oil disc harge
w ater discha rge ----- -, / oil supply
damring ~ •
F G
wa I er sup ply por Is
sludg e
discharg ing
~~ ,
J".. ".,.--.
,
va lve open
SELF-CLEANING PURIFIER
Fig. 10.14
A three wing assembly made of tinned or stainless steel, is

fitted inside the bowl and is retained in position by spring clips,
This assembly brings the oil rapidly up to bowl speed, thus
ensuring that the oil is subjected to the maximum possible
centrifugal settling force that the purifier is capable of
producing.
At the top of the bowl a small annular space is provided and
this space contains the water seal. By having a small water seal,
all of the bowl space is available for the oil. This means that
purification will be improved in this type of purifier compared
with the type that has a water seal throughout the length of the
bowl.
Self-Cleaning Purifier
Fig. 10.14, shows diagrammatically the method of sealing and
sludge ejection for a self-cleaning purifier.
Bowl sections A, Band C, are all keyed to the central drive
spindle, Band C, are secured so that they cannot move vertically
whereas A is free.
The purifier is first brought up to operating speed and water is
then supplied to space D through supply port G. Due to
centrifugal force the water pressure in space D moves A
vertically to form a seal at the bowl periphery. Water and then
oil would next be supplied to the purifier in the usual way.
When the purifier requires to be cleared of sludge the oil
supply is shut off and water suppl y is changed over from G to F
supply port. The hydraulic pressure created in space E is
sufficient to open the spring-loaded valves and the water from
space D will-together with water from space E-be discharged
and A will fall, the bowl seal will now be broken and the sludge
ejection will take place.
CENTRIFUGAL PURIFICAnON
Centrifugal Purification of Fuel Oils

For the purification of diesel fuel oil the single stage process is
normally used. The diesel oil is delivered to a centrifugal purifier
through a heater unit. If the oil is of low viscosity it maybe
purified efficiently without preheating. Oils of medium or high
viscosity should be heated before purification in order to reduce
their viscosity, this gives better clarification by reducing the
viscous drag upon solid particles moving through the oil.
Purifier capacity depends upon various factors, grade of oil,

purification temperature, type of impurities and degree of
purification required. For diesel engines developing 3,000 kW to
10,000 kW a purifier having a capacity range of 2,200 to 8,200
litres per hour would be used. This would be sufficient to deal
with a days supply of fuel in 8 hours.
For the purification of residual fuel oils the two stage process
is commonly used. The residual fuel is heated in a supply tank to
about 50°C to 60°C and is drawn from this tank by the purifier
inlet pump. The inlet pump delivers the oil to a thermostatically
controlled heater which raises the oil temperature to about 80°C
and thence to the centrifugal purifier. The dry purified oil is then
transferred to a centrifugal clarifier by the purifier discharge
pump. After clarification the clarifier discharge pump delivers
the oil to the daily service tank for engine use.
Centrifugal Purification of Lubricating Oils

Systems
Lubricating oil purifiers for diesel or turbine lubrication
plants are normally arranged to operate on the continuous
bypass system. In this system oil is drawn from the engine sump
or drain tank by the purifier feed pump, delivered through a
main
en gl ne
pump
discharge
pump
_division
drain tank or sump
CONTINUOUS BYPASS SYSTEM

Fig. 10.15
424 REED'S GEN ERAL ENGINEERING KNOWLEDGE
heater to the purifier, then discharged after purification by the

purifier discharge pump to the engine sump or main lubricating
pump suction.
The system layout may vary slightly depending upon the
engine arrangement, etc., but undoubtedly the best possible
arrangement for the continuous bypass purification of
lubricating oil is to take oil for the purifier from a point in the
lubrication plant where the oil has passed through the engine,
had time to settle, and therefore should be at its dirtiest. Then
deliver the purified oil adjacent to the suction for the main
lubricating oil pump. · Fig. 10.15 illustrates a diagrammatic
arrangement of the system .
Generally the layout of piping, tanks, etc., for the purifier
permits operation on the batch system of purification if desired.
In the batch system, the contents of the engine drain tank or
sump would be discharged to a dirty oil tank and the drain tank
or sump would be replenished with clean or new oil. The
lubricating oil in the dirty oil tank can then be purified at leisure.
quant ity of
impuri hes in
lubrical ing oil ,
in syst em
minimum . _ . _ _ ~~-~
t purif ier throughput

optimum throughput rale
rale
Fig. 10.16
Fig. 10.16, shows the variation of throughput rate of

lubricating oil continuously bypassed to the purifier against the
quantity of impurities in the system. The optimum purifier
throughput rate is approximately one third of the maximum
purifier throughput rate and it should be capable of dealing with
the system oil content about twice every 24 hours. Maximum
throughput rate would be used in the event of massive water
contamination of the lubricating oil.
Under normal operation it is recommended that after shutting

down the main engine the purifier should be kept running for
about 12 hours in order to minimise corrosion due to acid
vapours condensing as the engine cools down.
Water Wash
A feed pipe capable of supplying hot fresh water in a thin
stream, intermittently or continuously as desired, should be
fitted to the purifier oil inlet pipe. This hot water, fed in at
approximately the same temperature as the oil, serves to sludge
out some of the lighter dirt from the purifier bowl and wash out
any acids.
In I.C. engines, the lubricating oil can become contaminated
with sulphur combustion products that may combine with any
water which is present in the oil to form sulphuric acid.
Sulphuric acid can corrode cylinder liners and bearings, etc. In
turbine installations, the lubricating oil, due to decomposition,
may contain harmful acids which can cause corrosion. The acids
formed in both cases are more soluble in water than in the
lubricating oil, hence if a hot fresh water wash is put on to the
purifier it has the effect of flushing out the acids present in the
oil and reducing risk of corrosion. The purifier itself could be
corroded by these acids and the water wash reduces this risk
since the water seal is continually being replaced.
Detergent Oils
If it is considered necessary to water wash detergent
lubricating oil the wash water supply must not exceed I % of the
total oil flow otherwise excessive depletion of detergent additives
will occur, in addition, emulsion troubles may be created.
Steam Jet
By blowing.steam into I.C. engine lubrication oil just prior to
purification, coagulation of the colloidal carbon will occur . This
enables the purifier to centrifuge this carbon out more
effectively. This steam jet arrangement is not meant to serve as
the preheating system for the lubricating oil, it is in addition to
the oil heater provided for that purpose.
LUBRICATION
Manufacture of Lubricating Oil

Lubricating oil base stocks are obtained by fractional
distillation of crude oil in vacuum distillation plant. The reader
should refer to chapter two for details.

Crude oils are roughly classified into Paraffin base, which has
a high lubricating oil content with a high pour point and high
viscosity index and Asphalt base, which has a low lubricating oil
content with a low pour point and low viscosity index.
Lubricating oils refined from these bases would be subjected to
various treatments to improve their properties, and they would
be blended to produce a wide range of lubricating oils.
Compound Oil
From 5070 to 25% of a non-mineral animal or vegetable oil
may be added to a mineral (or mineral blend) oil to produce a
compounded oil.
Oils which have to lubricate in the presence of water or steam
are usually compounds of fatty animal oil and mineral oil, they
tend to form a stable emulsion which adheres strongly to the
metal surfaces. Fatty oils have a high load carrying capacity and
if sulphurised they have extreme pressure (EP) property; used
for cutting oils and running in of gearing.
It must be remembered that British Standards recommend
that mineral oil only should be used for the lubrication of steam
machinery as fatty oils contain acids which can cause corrosion
in feed systems and boilers.
Lubricating Oil Additives

These are chemical compounds which are added for various
reasons, mainly they would be added to give improved
protection to the machinery and increased life to the oil by (a)
giving the oil properties it does not have (b) replacing desirable
properties that may have been removed during refining and
improving those naturally found in the oil.
Among the additives used could be:
1. Anti-oxidant
Reduces oxidation rate of the oil. Oxidation rate doubles for
approximately every 7°C rise in temperature and at
temperatures above 80°C approximately oxidation rapidly
reduces the life of the oil. Viscosity usually increases due to
oxidation products and some of the products can help to
stabilise foam, thereby preventing the formation of a good
hydrodynamic layer of lubricant between the surfaces in a
bearing and reducing the load carrying capacity. Oxidation
products cause laquering on hot metal surfaces, they form
sludge and possibly organic acids which can corrode bearings.
LUBRICAnON AND OIL PURIFICATION 427
2. Corrosion Inhibitor
An alkaline additive is used to neutralise acidity formed in the
oil and in the case of cylinder lubricants for diesel engines to
neutralise sulphuric acids formed from fuel combustion.
The additive will increase the Total Base Number (TBN),
prevent rusting of steel and corrosion of bearings .
3. Detergents
These keep metal surfaces clean by solubilising oil
degradation products and coating metal surfaces, due to their
polar nature, hindering the formation of deposits. They also
neutralise acids.
4. Dispersants
These are high molecular weight organic molecules which
stick to possible deposit making products and keep them in fine
suspension by preventing small particles forming larger ones. At
low temperatures they are more effective than detergents.
5. Pour Point Depressant
Added to keep oil fluid at low temperatures. The additive
coats wax crystals as they form when temperature is reduced
preventing the formation of larger crystals.
6. Anti-foaming Additive
When air is entrained into the oil, this could be due to low
supply head or return lines not running full , etc., foaming could
result which can lead to break down of the load carrying oil film
in bearings.
An anti-foam or defoamant, acting like a conditioner in boiler
water, is insoluble in the oil and finely dispersed throughout it.
It may in time become soluble and the protection is lost.
7. Viscosity Index Improver
This is added to help maintain the viscosity of the oil as near
constant with temperature variations as possible.
8. Oiliness and Extreme Pressure Additives
These reduce friction and wear. They may form chemically
with the metal reaching welding temperature, a film which has a
lower shear strength than the base metal, hence welding and
tearing of the metal is prevented. These additives would be
important during the running in of gearing.
Other additives could include emulsifying and de-mulsifying
agents, tackiness agents and metal de-activators.
Lubrication Fundamentals
A lubricant will reduce friction and wear, it will keep metal
surfaces clean by carrying away possible deposits and providing
a seal to keep out dirt. A lubricating oil will carry away the heat
generated in bearings and gears, etc., preventing overheating

seizure and possible breakdown .
Bearing Lubrication
The addition of the slightest trace of lubricant to a bearing
modifies the friction force appreciably. The two most important
properties of a lubricant would be oiliness and viscosity. Oiliness
is a form of bond between molecules of lubricant and material
surface in which the lubricant is adsorbed by the material. The
adsorbed film is very thin and once formed is very difficult to
remove, which is most advantageous, in this respect colloidal
suspension graphite is a very successful additive. If a layer of
finite thickness lubricant exists without material contact, then
friction is determined by viscosity, if the layer is only a few
molecules thick then oiliness is the main factor. Viscosity is for
liquids virtually as coefficient of friction is for solids.
dv
F = 'T/A dy
where F is the viscous force required to move one plate over
another with a velocity dv when the area of the plate is A,
thickness of lubricant between surfaces dy, 'T/ is viscosity
coefficient.
Boundary friction is the condition between contact high spots
(of a microscopic nature) while the .low areas between are
separated by a finite lubricant layer. In this state the thickness of
the oil film is so small that oiliness becomes the predominant
factor. This lubrication condition could be said to exist in some
top end bearings, guides, etc.
Film lubrication, or hydrodynamic lubrication, is the
condition whereby the bearing surfaces are completely separated
by an oil layer . The load is taken completely by the oil film, the
film thickness is greater at inlet (initial point in direction of
rotation) than at outlet, the pressure at inlet increases quickly,
remains fairly steady having a maximum value a little to the
outlet side of bearing centre line, and then decreases quickly to
zero at outlet. This form of lubrication is ideal but can only be
satisfied in certain types of bearing, simple examples such as
high speed journal bearings, as turbine bearings, or plane
surfaces that can pivot to allow wedge oil film to allow for load,
speed, viscosity, etc., effects, as in Michell bearings.
Using the variables of oil viscosity, relative speed of the
bearing surfaces and pressure, Fig. 10.17 shows how the friction
and form of lubrication alters in a journal bearing.
boundary unstable
lubrication region
\ ,--''--,...------hydrodynamlC lu br.canon
01
008
coefficient of
I
friction
006 I I
004 I I
002 I I
10 20 30 40
viscosity x speed
pressure
DIAGRAM FOR A JOURNAL BEARING

Fig. 10.17
Factors Affecting Hydrodynamic Lubrication

1. Viscosity of the Lubricant
.The higher the viscosity the greater the tendency towards
hydrodynamic Iubrication. Obviously the type of lubricant-oil,
water or grease-and the temperature are important.
Temperature can be increased by insufficient lubricant
circulating to remove the heat generated in a bearing-this could
be caused by clearances being too small and/or insufficient
supply of oil.
2. Relative Speed of the Surfaces
The higher the relative speed the greater the tendency towards
hydrodynamic lubrication.
Increasing a journal or crankpin diameter and retaining the
same rotational speed as before will increase relative speed.
In reciprocating engines the oscillatory motion of the
crosshead and guide-shoe means that there is a tendency in these
units towards boundary lubrication as the relative speed goes
from a maximum to zero. This is one of the reasons why
crosshead lubrication may be a problem.
3. Bearing Clearance
If this is too large the bearing 'knocks'. This impulsive
loading increases pressure between the surfaces and can cause
boundary lubrication. If the clearance is too small, overheating
of the oil, boundary lubrication and possible seizure could
result.
4. Pressure, i.e. Bearing Load per Unit Area
If this is high it can lead to boundary lubrication. If peak
loads are high in the cylinder of a diesel, due to incorrect fuel
injection timing or other reason, bearing pressure will increase.
Journal Bearings
Consider Fig. 10.18 in which the amount of clearance and pin
shift movement have been much exagerated for clarity. When
o
\
•
longitudinal pressure
\ vari:tionlat max)
1
thrust pad pivot edge support
r '\\"0 « ({
-\. .-:=.-0; I wedge

___ thrust c.ollar\
Fig. 10.18
movement first begins the pin climbs up the journal bearing

against the direction of rotation, the friction angle is ~. The
layer of lubricant tends to be scraped off so boundary
lubrication exists. As speed increases the oil is dragged behind
the pin by viscous action until the oil film breaks through and
separates the surfaces, the line of contact having moved in the
direction of rotation, film lubrication exists. The variation of oil
pressure circumferentially and longitudinally is as shown.
Michell Bearings
The bearing surface is divided up into a number of kidney
shaped pads extending part or all the way round the surface, this
principle being utilised in tunnel and thrust bearings .
The pads are prevented from moving circumferentially but are
free to tilt and incline to the direction of motion. Such tilt allows
a self adjusting oil film wedge giving full film lubrication. This
film fully carries the load and allows pressures of 30 bar and
shows a coefficient of friction value of 0.003.
Certain definitions and general points are now considered:
Scuffing
Breakdown of the oil film between surfaces causes
instantaneous microscopic tack welding of a surface asperity
nature. Further movement causes tearing out of the material and
the resultant condition is known as scuffing. Most liable to be
found when the lubrication film is difficult to maintain, for
example on turbine gear teeth and in I.C. engine cylinder liners.
Extreme Pressure Lubricant

Special additives to the oil to maintain oil film under most
severe load conditions and where film is difficult to maintain.
Molybdenum disu1phide (moly slip) additive is often used. Such
lubricants are used to prevent scuffing.
Pitting
More a fatigue or a corrosion fatigue phenomena, usually the
result of too high contact pressures giving minute cracking at
contact surfaces.
Emulsion
Oil which is contaminated or has deteriorated in service will
not separate easily from water and may cause an emulsion, in
whole or in part. Emulsification is associated with precipitation
of sludge at an increasing rate, such sludges are formed from
accretion of resins and ashphaltenes. The oil should have a good

demulsibility when new and should retain this in service.
Oxidation
A bearing oil subject to oxidation due to a high 'heat load' on
the oil in circulation forms products in the oil which include
polar compounds, for example the fatty acids such as oleic in
which the acidic group is polar. Severe shaft and bearing
corrosion can result. Polar substances have a molecular
structure such that one part of the molecule is electrically
negative with respect to the other part. This polar form tends to
disperse one fluid in the other and stabilise the emulsion and
tends to favour orientation at interfaces. Oxidation and
corrosion products such as oxides of iron etc., stabilise
emulsions. Anti-oxidation additives or inhibitors restrict polar
molecule formation. Pure mineral oils normally have a high
resistance to oxidation.
Typical Bearing Pressures

Crankpin bearings 91 bar (max)
Top end bearings 138 bar (max)
Guide shoes 5 bar (max)
Michell thrust bearing 30 bar (max)
Note that fluid film lubrication applies for most bearings of high
speed engines but a guide shoe is a case of boundary lubrication.
Lacquering
Oxidation and corrosion products plus contamination
products lead to deposit. On high temperature regions hard
deposits formthin lacquer layers on pistons or heavier deposits
for example on upper piston ring grooves of 'I. C. engines.
Lacquer varnishes also form on piston skirts. On cooler surfaces
sludge of a softer nature is more liable to be deposited.
Shipboard Lubricating Oil Tests

Qualitative oil tests carried out on board ship do not give a
complete and accurate picture of the condition of the oil, this
could only be obtained in a laboratory. However, they do give
good enough indication of the condition of the oil to enable the
user to decide when the oil should be replaced, or if some
alteration in the cleaning procedure is considered necessary.
Tests for alkalinity (or acidity), dispersiveness, contamination,
water and viscosity are usual.
Samples of oil for analysis should be taken from the main

supply line just before entry into the engine since it is the
condition of the oil being supplied to the engine that is of the
greatest importance.
Alkalinity Test
A drop of indicator solution is placed on to blotting paper and
this is followed by a drop of sample oil placed at the centre of
the drop of absorbed indicator. A colour change takes place in
the area surrounding the oil spot, if it is red-acid, if blue/green-
alkaline, if yellow/green-neutral.
Dispersiveness, Contamination and Water

A drop of oil is placed on to blotting paper and the shape
colour and distribution of colour of the spot gives indication of
oil condition. An irregular shape indicates water is present.
A uniform distribution of contaminants indicates good
dispersiveness. If they are concentrated at the centre of the oil
spot, dispersiveness is poor. If the colour of the spot is black,
heavy contamination is the cause.
Viscosity Test
Four equal sized drops of oil, one used, one of the same grade
unused, one with viscosity higher than and one with viscosity
lower than the unused oil are placed in a line along the edge of
an aluminium plate.
When sufficient time has elapsed so that they are all at room
temperature the plate is inclined from the horizontal and when
one of the oils has run down about 7.5 em the plate is returned to
the horizontal.
By comparing the distances travelled by the sample of used oil
with the three reference oils an estimate of viscosity is possible.
Obviously, if the distances travelled by used and unused oils of
the same grade are equal there is no change in viscosity.
If the viscosity is reduced this could be due to dilution by
distillate fuel. Heavy contamination due to carbon and
oxidation would cause the viscosity to increase, as would
contamination by heavy fuel oil. If variations in viscosity of
30070 from initial viscosity are encountered the oil should be
renewed.
A simple viscosity test of a similar nature to that described
above known as the 'Mobil Flostick' test uses equal quantities of
used and unused oils of the same grade in a testing device. Equal
capacity reservoirs are filled with the oils which are allowed to
reach room temperature, then the device is tilted from the

horizontal and the oils flow down parallel channels. When the
reference oil reaches a reference mark, the device is quickly
returned to the horizontal and the distance travelled by the used
oil in comparison to the unused oil gives a measure of viscosity.
Crackle Test for Water in Oil

If a sample of oil in a test tube is heated, any water droplets in
the sample will cause a crackling noise due to the formation of
steam bubbles-this test gives indication of small amounts of
water being present. A simple settling test would be sufficient to
detect large quantities of water in the oil.
Corrosion of White Metal Bearings

White metals are tin based, i.e. they have a larger proportion
of tin in the alloy than any other metal. A typical composition
could be 86070 tin, 8.5% antimony, 5.5% copper.
In the presence of an electrolyte corrosion of the tin can occur
forming extremely hard, brittle, stannous and stannic oxides
(mainly stannic oxide Sn02). These oxides are usually in the
form of a grey to grey-black coloured surface layer on the white
metal, either in local patches or completely covering the bearing.
The hardness of this brittle oxide layer could be as high as twice
that of steel and if it became detached, possibly due to fatigue
failure, serious damage to bearing and journal surfaces could
occur.
The formation of the oxide layer is accompanied by an
upward growth from the white metal, which can considerably
reduce clearance and could lead to overheating and seizure etc.
Factors which appear to contribute towards the formation of
the tin oxides are:
,
1. Boundary lubrication, e.g. starting conditions.
2. Surface discontinuities.
I
3. Concentration of electrolyte, e.g. fresh or salt water or
other contamination.
4. Oil temperature.
5. Stresses in the bearing metal.
Additives to the lubricating oil seem to offer some degree of
protection, as does centrifuging and water washing of the oil.
Microbial degradation of lubricating oil

Bacterial attack of diesel engine lubricating oils, crankcase
and cylinder, generally resulting in a smelly (not always)
LUBRICA nON AND OIL PURIFICAnON 435
emulsion has occured with consequent damage to bearings,

crankshafts, cylinders and piston rings.
This problem is still under investigation and has prompted
many discussions in technical circles and papers.
Certain similar points emerge from the cases involved, they
are:
1. Infections have usually taken place after water ingress into
the oil - could even occur after condensation.
2. Evidence suggests that the microbes produce long chain
organic acids.
3. Aerobic and/or anerobic bacteria have been detected.
4. Iron oxides in suspension, probably caused by corrosion, help
to produce a tight emulsion in the oil which cannot be effectively
removed by centrifuging.
5. Corrosion of the system can show two distinct phenomena (i)
fine golden brown film on steelwork (ii) bearings and journals
finely pitted.
Remedy and prevention

1. Burn oil (extreme case), clean out and disinfect system.
2. If oil is just beginning to show water separation difficulty,
heat it in a tank for about two hours at 80 to 90°C in order to
sterilise.
3. Prevent water entry into the oil.
4. Keep system and engine room clean, use disinfectant wash for
tank tops and bilges, etc.
5. Treat P&J water with biocide.
6. Use P&J water additives which do not feed the microbes
(Nitrogen and Phosphorous are, apparently, nutrients).
7. Use biocide in the oil.
8. Test lubricating oil and P&J water with prepared dip slides
for the presence of bacteria.
GREASE
What it is
Semi-solid lubricant consisting of a high viscosity mineral oil
and metallic soap with a filler.
Soaps are compounds of a metal base-calcium, sodium,
aluminium-with fatty acids obtained from animal or vegetable
fats.
Fillers are lead, zinc, graphite, molybdenum disulphite. Fillers
enable grease to withstand shock and heavy loads.
What it does
(1) Will stay put
(2) Will lubricate
(3) Will act as a seal
(4) Useful for inaccessible parts.
What to use
Calcium soap greases are water resistant and have a melting
point of about 95°C and are suitable for low speeds. Sodium
soap greases have a high melting point, about ZOO°C are suitable
for high speeds but emulsify in water. Aluminium soap grease
has a high load carrying capacity.
LUBRICAnON AND OIL PURlFICA nON 437
TEST EXAMPLES 10
Class 3
1. Explain why it is usually necessary to purify crankcase
lubricating oil and how the purification is carried out.
2. Apart from providing lubrication to engine bearings, what
other important function does lubricating oil perform?
3. If on passage you had reason to think that the lubricating
oil in the main engine was contaminated can you state any
simple checks which would help you come to a conclusion
about the contamination.
TEST EXAMPLES 10
Class 2
1. Sketch a self-cleaning filter and describe its operation.
Explain the function of magnetic filters. State why
magnetic filters frequently complement self-cleaning filters
in lubricating oil systems and why centrifuges do not
render static filters redundant.
2. With reference to centrifugal separators:
(a) differentiate between the purpose and operation
of purifiers and clarifiers,
(b) explain how these different roles are achieved,
(c) describe with sketches a self-cleaning arrange-
ment.
3. Sketch and describe an oil centrifuge. Give a general
explanation of the principles involved in the function of a
centrifuge. State the adjustments made to the machine
between handling oils of different densities.
4. Describe the operation of a differential pressure alarm
fitted across an oil filter. Explain how such a device would
be tested whilst the filter is in service.
5. Give two reasons why regular laboratory analysis of both
main engine and auxiliary engine lubricating oil is
desirable. State where and how representative samples of
lubricating oil would be obtained from the systems.
Describe the simple shipboard tests you could apply to
determine:
(a) insoluble content,
(b) water content,
(c) acidity.
TEST EXAMPLES 10
Class 1
1. Describe a centrifugal oil purifier and explain in detail how
separation occurs. Should a purifier be worked at its rated
capacity if the maximum efficiency of separation is
desired?
2. Sketch and describe a purifier and explain how the
separation of dirt and water from oil is accomplished.
What factors increase the speed and efficiency of the
separation? Comment on the advantages and
disadvantages of water washing lubricating oils.
3. Discuss the effects of water in lubricating oils and fuel oils.
Explain how the presence of water can be detected and
explain how water can be separated from oil by virtue of
their different densities .
4. Sketch and describe three types of lubricating oil filters
used aboard ship. Give reasons for using different types
and relative positions in the system.
5. Explain the necessity for regular laboratory analysis of
lubricating oils and the importance of obtaining a truly
representative sample for this purpose. Without specialist
equipment explain how to test for the following:
(a) sludge,
(b) water,
(c) acidity.
State what effect each of these has on bearings and how
it is countered.
CHAPTER 11
INSTRUMENTATION AND CONTROL

For the purposes of this chapter the material will be divided
into four sections, namely:
Instruments-detecting elements (sensors) and measuring
elements.
Telemetering-remote signal transmission and conversion
(transduce).
Control Theory-basic concepts, pneumatic and electronic,
of control actions .
Control Systems-application of control loops to marine
circuits.
INSTRUMENTS
The range of such equipment is very wide because numerous

variables require to be detected and measured. Classification is
best made into temperature, pressure, level, flow and 'other'
categories.
Temperature Measurement
Mechanical thermometry includes liquid in glass, filled system
and bi-metallic types.
Mercury can be used within liquid in glass thermometers from
- 38°C to 366°C ; if pressurised and contained in specially
resistant glass the temperature range can be increased up to
600°C. Alcohol can be used for low temperature measurement
(- 80°C to 70°C) and pentane can be used down to -190°C.
Filled system thermometers utilise a bulb sensor, connecting
capillary and bourdon tube measure element. The system is
filled with a liquid (such as mercury) , or a vapour (such as
freon), or a gas (such as helium), under pressure.
INSTRUMENTAnON AND CONTROL 441
Bi-metallic Thermometer
The principle of operation of this type is that of differential
expansion of two different materials rigidly joined together, one
on the other. Fig. 11.1 illustrates a typical design employed
between - 40 0 e and 320 oe. The helix coils or uncoils with
temperature variation and as one end is fixed the movement
rotates shaft and pointer. Invar (360/0 Ni, 640/0 Fe) has a low
coefficient of expansion and when welded to a Ni-Mo alloy gives
a good bi-metallic strip.
pomter
bi-mtlallic steadies
coil
dial scale
BI-METALLIe THERMOMETER
Fig. 11.1
Electrical thermometry includes resistance thermometers and

thermocouples.
Resistance Thermometer
The electrical resistance of a metal varies with temperature
eo= eo(l + aO)

eo is the specific resistance at temperature ooe
eo is the specific resistance at temperature ooe
a is the temperature coefficient of resistance of the metal.
Fig. 11.2 illustrates a resistance thermometer utilising the

Wheatstone bridge principle. rl r2is a variable resistance used for
balance purposes; Rt, R2 and R J are fixed resistors. At balance:
R 1 +r2 = RJ+r
R 2+rt R4+r
sensor element
rH----------,L'
,
I 1'--
~
platinum wire wound
on ceram ic forme r
- - - - - - - - - - - - - - -- - - - -
RESISTANCE THERMOMETER
Fig. 11.2
r is the equal resistance of each of the wires. Temperature

alteration causes change in resistance and electrical unbalance.
By use of the variable resistor rl r: balance can be restored (i.e .
galvanometer reading returned to zero) and whilst this is being
done another pointer can be moved simultaneously and
automatically to give the temperature-this is a null balance
method . Alternatively, the galvanometer can be calibrated
directly in temperature units, so giving the temperature reading
directly, in this case rl r: is not required. Platinum is the most
suitable sensing wire element but copper and nickel wire are used
in the range -100°C to 200°C. Tungsten, molybdenum and
tantalum are used for high temperature pyrometry to 1200°C, in
protective atmospheres. Constantan can be used for the other
resistances, if required, as its resistance varies negligibly with
temperature variation. When the resistances utilise semi-
conducting material, whose resistance decreases with
temperature increase, the device is called a thermistor and there
are many advantages in its use.
Thermocouple
Whenever the junctions formed of two dissimilar
homogeneous materials are exposed to a temperature difference,
an emf will be generated which is dependent on that temperature
cons tan tan

w ire
A B
ind IC at or
U==I'''T'''II
I ...-- copper w ires
ceramic sheath
ter minal s (B ,C)
hot Junct ion (A) coupLe

w ires 'f . lac kIng scr ew
'secur ing flange
THERMOCOUPLE
Fig. 11.3
difference, the temperature level and the materials involved.
This causes a current to flow in the circuit (Seebeck effect) and
the two materials, usually metals, form the thermocouple. Fig.
11.3 (top sketch) shows a thermocouple consisting of two wires,
one iron and one constantan, with a millivoltmeter coupled to
the iron wire. If the junction A is heated to a higher temperature
than junction B current will flow since the emf at one junction
will be greater than the opposing emf at the other junction. The
millivoltmeter will have calibrations directly in temperature
values. A third wire can be introduced (middle sketch), where
AB and AC form the couple wires. A will be the hot junction
and B with C will form the cold junction. Providing the
junctions Band C are maintained at the same temperature, the
introduction of the third wire BC will not affect the emf
generated. A copper (+ ) constantan (- ) couple is used up to
350°C (constantan 400/0 Ni 60% Cu). An iron-constantan couple
is used up to 850°C and a chromel (90% Ni 10% Cr)-alumel
(94% Ni 2% AI) couple up to 1,200°C. Platinum-platinum
plus 10% rhodium couples have been used to 1,400°C .
Pressure Measurement
The manometer is used for low pressures, the pressure gauge
for high pressures and the dp cell for differential pressures.
Manometer
Essentially this instrument is a U tube, one limb of which is
connected to the system whose pressure is to be measured, the
other limb is open to the atmosphere. For low pressures, such as
fan discharge pressure, etc, fresh water is used in the tube.
1 mJ of fresh water has a mass of 1 Mg and weighs 9.81 x lQJN.

1 m head of fresh water exerts a pressure of 9.81 x lQJN/m 2 •
1 mm head of fresh water exerts a pressure of 9.81 N/m 2 •
Hence a difference in level of say 20 mm between water levels

in the two limbs indicates a pressure of 0.1862 kN/m2 • For
higher pressures, such as scavenge belt air pressure for an I.C.
engine, the fluid used would be mercury which has a relative
density of 13.6. Hence a level difference of say 20 mm between
mercury levels in the two limbs indicates a pressure of 3.532
kN/m2 •
A well type of mercury manometer is shown in Fig. 11.4. This
instrument has a uniform bore glass tube which is small in
internal diameter and when mercury is displaced from the well
into the tube, the fall in level of the mercury in the well is so
small it can be neglected. Pressure reading can be taken directly
from the level of mercury in the tube . As volume displaced in the
well equals volume displaced in the tube:
Axx=axh
INSTRUMENTATION AND CONTROL 445
and by altering the ratio of the well and tube areas (A, a) the
value of h (level variation in tube) can be made any multiple of x
(level variation in well), so the instrument has a fixed scaling
factor. The simple mercury barometer is essentially the same as
the well manometer of Fig. IIA but with the top of the tube
sealed, with a vacuum space down the tube to the mercury level.
Normal atmosphere pressure is about 760 mm mercury (102
kN/m 2 , 1.02 bar).
open to
atmosphere
reta ining
,.,r plug
I-ll--#-- scale
glass
tube
·t il li ng plug
\
joint
~drain
~================~ plug
WELL MANOMETER
Fig. 11.4
Pressure Gauge (Bourdon)

The sensor element is the relay tube which is semi-elliptical in
cross section. When this tube is subject to increased pressure it
tends to unwind (straighten out) and this motion is transmitted
to the gauge pointer via the linkage, quadrant and gear. If
pressure is reduced the tube tends to wind (curl) up. This gauge
is therefore suitable for measuring pressures above or below
atmospheric. A diagrammatic sketch is shown in Fig. 1l.5. The
tube is generally made of phosphor bronze or stainless steel, as
are other components except the case, which is usually brass or
plastic material. The Bourdon sensor is often used as a
transducer device in pneumatic control.
pointe r
sect ion A-A

I ----H--+gea r
quadrant
pres sure to be
measured
PRESSURE AND VACUUM GAUGE

Fig. 11.5
Differential Pressure Cell (dp cell)

The sketch of Fig. 11.6 illustrates a twin membrane sealed
capsule secured in the cell body with different pressures applied
at each side. The capsule is filled with a constant viscosity fluid
(silicone) which also damps oscillation. Mechanical movement
of the capsule is proportional to differential pressure. The dp
cell is also used for flow and level measurements.
output
signa l
[1-------.-.-.......,.-
DIFFERENTIAL PRESSURE CELL

Fig. 11.6
Level Measurement
Direct methods include sight glasses, float devices and
electrical probe elements (or photo-cells). Inferential methods
involve any of the sensing devices used for pressure
measurement such as manometers, pressure gauges,
diaphragms, capsules, etc. Chapter 3 details various boiler water
level indicators and it is only proposed to present one level
measurement technique at this point.
Purge System
For small air flow rate, about one bubble per second, a
pressure equal to that in a dip tube will be applied to the
indicator, as shown in Fig. 11.7. This bubbler device is similar to
the pneumercator as used for determination of tank liquid
levels. Air supply to the open ended pipe in the tank will, in the
steady state, have a pressure which is directly proportional to the
depth level of liquid in the tank.
_';'
, ,
'-
switch
gauge cock
/
air
supply
head vent
11 _
:-c-
0 0
~~~~u~:~~ng
ended pipe
LEVEL SENSOR
Fig. 11.7
Flow Measurement
Quantity meters do not include time whilst flowmeters involve
rate of flow; the latter are inferential i.e. volume inferred from
velocity. One type of flowmeter will now be described.
Inferential-Differential Pressure
Consider Fig. 11.8:
The Bernoulli equation, incompressible flow for fluid of
density e, is:
KE at 1 + PE at 1 = KE at 2 + PE at 2
where KE is kinetic and PE potential energy. This also assumes

unit mass, negligible friction and shock losses. The continuity
equation is:
By substituting for V2 from (b) in (a) and using mass flow rate rn
as equal to evtAt then:
m= kYp
where p is the pressure difference (Pt - P2) and k is a meter

constant. The venturi sensor, as sketched in Fig. 11.8, is the
primary element and the pressure measuring device (such as a dp
cell) is the secondary element. The measure scale will be non-
linear for direct recorders, due to the square root relation, and
telemetering-control will not be satisfactory unless a square root
eliminator correcting device is fitted.
I lr------...---Y
.n., ~
~ p, ~P2
high pressure low pressure
to seCO~dQry
element
FLOW SENSOR (VENTURI)

Fig. 11.8
Other Measurement
Certain instruments are described elsewhere in the text e.g,
viscometer, CO 2 recorder (Chapter 2), torsion meter (Chapter
6), etc.
Tachometer
The de tachogenerator is a small precision generator driven by
the shaft whose rotational speed is to be measured. Output
voltage is directly proportional to speed and read-out is usually
arranged to be a conventional voltmeter calibrated in terms of
rotational speed. A digital counter can also be used (Fig. 11.9).
As the (ferrous) toothed wheel rotates each tooth alters the air
gap and flux in a pick up coil '(P) whose output pulses are
amplified (A). Pulses pass through a timing gate (G), say one
second opening period, and are counted on a digital counter (0)
which scales (related to teeth number per revolution) and
displays as revolutions per second . Alternatively rev/min
readings can be arranged with different gate, or scale settings.
de
DIGITAL TACHOMETER
Fig. 11.9
Photo-Cell
Photo-conductive cells are constructed with a thin layer of
semi-conductor material and their resistance varies with the
incident light energy. They are used in some temperature sensors
and flame failure devices.
Photo-emissive cells relay on the light energy providing energy
to release electrons from a metallic cathode.
If visible light, which is radiation and hence energy, falls upon
certain alkali metals-such as caesium---electrons will be emitted
from the surface of the metal. Metals in general exhibit this
characteristic but for most materials, the light required has a
threshold wavelength in the ultra violet region so that visible
light does not cause electron emission .
Light energy comes in packages called photons and the energy
of the photons is used in doing work to remove the electrons and
to give the electrons kinetic energy after escape from the metal.
Fig. 11 .10 shows a simple photocell, visible light falls on the
metal cathode from which electrons are emitted, they collect at
..
ligh t
..
I----v- - ---o-{
PHOTO-CELL
Fig. 11.10
the anode and in this way create a potential V which can then be
amplified and used for alarm and control, etc.
In the vacuum cell all current is carried by photo electrons to
the positive anode. In the gas filled cell emitted electrons ionise
the gas, producing further electrons, so giving amplification.
Secondary-emission (photo-multiplier) cells utilise a series of
increasingly positive anodes and give high amplification.
Photo-transistors exhibit similar characteristics and small size
and high amplification make their use particularly attractive
especially when applied to counting systems i.e. digital
tachometry.
Calibration
Instrument calibration and testing is specialised. Pneumatic
instruments would be tested by master gauge, standard
manometer or hydraulic deadweight tester and electrical
instruments by standard resistors and potentiometers. Using a
Bourdon calibration as example:
1. Zero (error) adjustment changes base point without
changing the slope or shape of calibration curve. It is usually
achieved by rotating the indicator pointer relative to the
movement, linkage and element.
2. Multiplication (magnification) adjustment alters the slope
without changing base point or shape. This is effected by
altering the drive linkage length ratios between primary element
and indicator pointer.
3. Angularity adjustment changes the curve shape without
altering base point and alters scale calibration at the ends. This
o
o
o
...
INSTRUMENT CALI BRAnON
Fig. ILl 1
error is minimised by ensuring that link arms are perpendicular

with the pointer at mid scale.
Over the design range pointer movement bears a linear
arrangement to pressure, and the scale is calibrated accordingly.
Hysteresis-a vibration phenomena-is best eliminated by
correctly meshed gearing and fitted pivots to reduce backlash,
etc. Hysteresis of an instrument is the maximum difference
between readings at given points moving up scale, to those taken
when moving down scale i.e. hysteresis curves are plotted from
up scale and down scale readings.
Fig. 11.11 shows calibration curves and adjustment for the
Bourdon link type of instrument mechanism. Instrument
readings (I), true values (T), desired result (D). Zero error and
adjustment (Z), multiplication error and adjustment (M),
angularity error and adjustment (A)-error curves or lines for
actual values.
TELEMETERING
Telemetering may be defined as signal transmission over a

considerable distance. The device at the measure point is called a
transmitter with the receiver located at the recording or control
centre. Telemetering may be involved with centralised
instrumentation i.e. display, alarm scanning, data logging, etc.
or with remote control devices, or both.
Centralised Instrumentation
Display
Essentially this aspect consists of centralised instrumentation
in an air conditioned instrument and control room. Improved
visual, audible and observation techniques are required. The
data logger was the first step. Components are virtually all
electronic (solid state devices working under air conditioned
states are preferred) to fit in with standard equipment. Faults
will be located by mimic board type diagnosis and replacement
of printed card components rather than on the job repair.
In selecting alarm circuits great care must be taken in the
preference choice utilised. Important circuits should be fitted
with distinctive alarm indications and a quick and easy position
location. Less important circuits can be fitted with a secondary
importance alarm and isolating-locating system. The provision
of too many alarms, not easily discriminated from each other,
can cause confusion. Similar remarks apply to remote control
room gauge boards where only really essential measurements

should be frequently scanned.
The control room itself requires careful design with reference
to comfort, lack of lighting glare, selective positioning of
instruments for rapid viewing, correct placing of on-off and
position and variable quantity indicators, improved instrument
indication techiques, rapid control fault location and
replacement, etc.
Various types of indicators and recorders are in use, for
example: lights, dial gauges with pointer, colour strip
movements, magnetic tapes, cathode ray (or GM) tubes,
counters, charts, etc. .
References are usually set on a pinboard and supply voltage
stabilisation is usually necessary. Solid state devices give a high
reliability rate,
Alarm Scanning; Data Logging; Terminology (Fig. 11.12)

The scanner normally covers up to about 200 points at the rate
of about two points per second, 50 points per second are
possible but are not normally utilised. Each measure point is
selected in turn by automatically connecting the input terminals
for presentation to the measuring circuit.
an al o g ue se ct ion digI tal sect ion
oc:."' ~
I
I
.~ I
:; I
0- I
s I
~ I
g' I
o I
'6
1
in p ut
sele ellon
rel a ys
~
from
transducers
ALARM SCANNING AND DATA LOGGING

Fig. 11.12
454 REED'S GENERAL ENGINEERlNG KNOWLEDGE
Measurement
All analogue inputs are amplified from the low voltages
produced by the instruments. This signal as a voltage
representation of the measured value is translated in the
analogue-to-digital converter to a numerical code form.
Display
The code signal is transferred to a strip printer or electronic
type-writer, printing is selected for the various points at preset
intervals, varying from virtually continuous for certain points,
to reasonably long time intervals for others.
A second function is to compare digitally the analogue inputs
with preset limit switches or pins in a patchboard and have lights
on mimic diagrams to indicate alarms, in addition the excess
deviation readings are presented on a separate alarm printer.
Programme
This is a pre-determined scanning routine which gives storage
and actioning by the main programming unit. Print-out is timed
by the special digital clock.
Equipment
Consists of solid-state silicon components on logic boards as
printed circuits. Relays are hermetically sealed relay type on
plug-in cards. Test board and replacement cards are provided
for fault detection and replacement. Data loggers are sectional
framework construction i.e, modules.
Analogue Representation
Where the measured quantity is converted in to another
physical quantity in a continuous way. For example temperature
converted into de voltage by a thermocouple. Voltage is
analogue of temperature. Useful for short term presentation e.g.
manoeuvring, raising steam, etc.
Digital Representation
Where the measured quantity is represented by repeated
individual increments at given intervals. For example a
revolution counter which trips to alter the reading after each
engine revolution. Useful for long term presentation e.g. 'full
away' watchkeeping readings.
Scaling Unit
Most mechanical registers can record about two pulses per
second (maximum) without slip although the latest designs can

reach 50 pulses per second. Electronic OM tubes can record
5,000 pulses per second so that the scalar functions to reduce
output pulses to the register in the ratio 5,000:50.
Advantages of Data Logging

1. Reduces staff and number of instruments.
2. Provides continuous observation and fault alarm indication.
3. Provides accurate and regular operational data records.
4. Increases plant efficiency due to close operational margins .
Telemetering Components
Amplifier
Used to step up the sensor low power signal for use in a high
power actuator element. Two designs are given namely
electronic and pneumatic (relay).
The upper sketch of Fig. 11.13 shows a transistor amplifier of
the common emitter type. A small change in input current signal
produces a larger amplified change in load current. B, C, and E
refer to base, collector and emitter respectively.
l oa d
.
t:'
::J
o
'">-
o
c:
..
~
c:
'"
iii
::J
0-
.~
~ "-----:>I
signal
'--7;~.~~====:J~
source
~
to load
AMPLIFIERS
Fig. 11.13
The lower sketch of Fig. 11.13 illustrates a reverse acting

pneumatic relay amplifier. Increase in the magnitude of the
input signal air pressure reduces air flow from the pressure
energy source and output pressure to load falls to a
corresponding equilibrium value.
Transducer
A transducer converts the small sensing signal into a readily
amplified output, usually in a different form. Designs can
generally be simplified into three basic reversible types namely:
mechanical displacement <-+ pneumatic
mechanical displacement <-+ electrical
pneumatic <-+ electrical
A mechanical displacement -+ pneumatic type of transducer is

the flapper nozzle device as shown in the later sketch, Fig. 11.16.
An electrical -+ pneumatic transducer is illustrated in Fig.

11.14. For an increase in current the created S pole to the left
will be attracted up to the N pole of the magnet so giving a
clockwise rotation because the moment arm is greater than that
caused by the created N pole being attracted down on the S pole
of the magnet. This action closes in on the nozzle so giving a
higher output air pressure and increasing the feedback bellows
force until equilibrium is achieved.
-+-
d e Inp ut
ELECTRO-PNEUMATIC TRANSDUCER
Fig. 11.14
Signal Media
Pneumatics or electrics are preferred although hydraulics are
used in many steering gears.
Pneumatic systems generally have the advantages of lowest
INSTR UMENTAnON A ND CO NTROL 457
first cost, inherent safety and proven reliability but the y exhibit
appreciable time lags and require clean air supplies.
Electrical-electronic systems . have advantages of small
component size, low power consumption and rapid respon se but
generate some heat and are susceptible to var iations in power
supply.
CONTROL THEORY
This section is the basic requirement , deliberately brief and

simple. A more detailed treatment is given in Volume 10
(Instrumentation and Control Systems).
-
REGULATOR
ma nual or
automat ic
- PR OCE SS
eng ine, bo iler .
r efrigera tor ,
steer inq gea r -
DETE CTOR
speed ,
flow rat e,
t emperature,
posit ion
dev iat ion e-eo -e l
meas ure d valu e eo

COM PARATOR
feed ba ck
tdeSired val ue e i
CLOSED LOOP CONTROL SYSTEM

Fig. 11.15
Terminology
Correct terminology is given in B.S. 1523: Part 1: 1967. BSRA
have a recommended code of procedure booklet for marine
instrumentation and control equipment.
A few simplified terms , related to Fig. 11.15 are now given.
Closed Loop Control System

Is one in which the control action is dependent upon the
output. The system may be manually or automatically
controlled. Fig. 11.15 shows the basic elements in a closed loop
control system.
,
The measured value of the output is being fed back to the t

controller which compares this value with the desired value for
the controlled condition and produces an output to alter the
controlled condition if there is any deviation between the values.
Measured Value; actual value of the controlled condition
(symbol ( 0 ) ,
Desired Value; the value of the controlled condition that the

operator desires to obtain. Examples, 2 revis, 25 degrees of
helm, 55 bar, - 5°, etc (symbol OJ).
Set Value; is the value of the controlled condition to which the

controller is set-this should normally be the desired value and
for simplicity no distinction will be made between them.
Deviation (or error); is the difference between measured and

desired values (symbol 0). Hence 0 = 01 - 00 , This signal ,
probably converted into some suitable form such as voltage to
hydraulic output or voltage to pneumatic output, etc., would be
used to instigate corrective action-object to reduce the error to
zero.
Offset; is sustained deviation .
Feedback; is the property of a closed loop control system which

permits the output to be compared with the input to the system.
Feedback will increase accuracy and reduce sensitivity.
Control Actions
Three basic actions will be described: (i) Proportional; (ii)
Integral; (iii) Derivative.
Proportional Control (P)

A pneumatic type of proportional controller is shown
diagrammatically in Fig. 11.16. A set value of pressure Ps is
established in one bellows and the measured value of pressure
Pm is fed into the opposing bellows (the measured value of
pressure could be proportional to some measured variable such
I
as temperature, flow, etc.) Any difference in these two pressures
causes movement of the lower end of the flapper, alteration in
air flow out of the nozzle and hence variation in output pressure
Po to the control system.
If the upper end of the flapper was fixed, i.e. no proportional
action bellows, then a slight deviation would cause output
pr oportio na l
ac t ion bel lows
tlappe-!....
noz zl e
.....-
Ly- -...,---:::;.-air
L---:;-_ 2 b esupp
r ly
Ii U
*\ proportional
band output
adjust ment '/, pressure
Po
1 2 to 2 bar
m VV\N d~ lI\NW\rv
'\ set value
measured adjustment
press ure set
pressu re
PNEUMATIC PROPORTIONAL CONTROLLER

Fig. 11.16
pressure Po to go from one extreme of its range to the other.

This is simple proportional control [output pressure change Po
and deviation (Pm - Ps)] with a very narrow proportional band
width and high gain (gain = controller output change/deviation).
Moving the nozzle down relative to the flapper increases the
sensitivit y and gain , and fur ther narrows the proportional band
width.
With output pressure Po acting in the proportional action
bellows the top end of the flapper will always move in the
opposite direction to the lower end, this reduces the sensitivity
and widens the proportional band. When adjusting the
controller to the plant the object would be to have minimum
offset with stability, i.e. no hunting. Commencing with
maximum proportional band setting (200 per cent) the set value
control is moved away from and back to the desired setting (step
input) and the effect on the controlled variable noted . Using
incremental redu ctions of proportional band and for each
redu ction a step input, a point will be reached when oscillat ions
of the controlled variable do not cease, a slight increase in
proportional band setting to eliminate the oscillations gives
optimum setting.
Proportional Plus Integral Control (P+ I)

Proportional control will arrest a change and hold it steady
but at a different point from the desired value. The difference
between these values is called offset, which is different at each
load; this is the shortcoming of proportional control. Offset can
be reduced by increasing sensitivity (i.e. narrowing proportional
band) but this can lead to hunting and instability, Integral (reset)
action addition (P + I) gives arrest of the change and a reset to
the desired value irrespective of load. Integral action will always
be occurring whilst deviation exists. Controllers of this type have
an adjustment to vary reset time, the-shorter the time setting the
greater the integral action. Too great an integral effect will cause
overshoot past the desired value.
Proportional Plus Integral Plus Derivative Control (P + I + D)

Derivative action may be added as a damping action to reduce
overshoot.
Derivative action is anticipatory where the sensed rate of
change of deviation corrects to reduce likely deviation-it
opposes the motion of the variable. Derivative action time,
usually adjustable at the controller, has the effect that the longer
the time setting the greater the derivative action.
Summary
(P) Proportional control: action of a controller whose output
signal is proportional to the deviation.
i.e. Correction signal oc deviation.
(I) Integral control: action of a controller whose output signal
changes at a rate which is proportional to the deviation.
i.e. Velocity of correction signal oc deviation.
Object: To reduce offset to zero.
(D) Derivative control: action of a controller whose output
signal is proportional to the rate at which the deviation is
changing.
i.e. Correction signal oc velocity of deviation.
Object: Gives quicker response and better damping.
(P) Single term controller.
(P + I) or (P + D) Two term controller.
(P + I + D) Three term controller.
Pneumatic Controller (P + I + D)
Fig. 11.17 shows in diagrammatic form a three term
controller. Set value control and proportional band adjustment
have been omitted for simplicity (see Fig. 11.16). Often,
capacity
_________ - tanks _______________
c c
integral derivctive
action action
control R control
RI
integral
action derivative
bellows action
bellows
restnctor
I
flapper
--- output
pressure
Po
--
deviation
PNEUMATIC P+I+D CONTROLLER

Fig. 11.17
controller manufacturers produce a standard three term

controller and the installer can adjust for type of control action
necessary, i.e. either single, two or three term as required.
Approximate sizes are, restrictor about 0.2 mm bore, nozzle
about 0.75 mm bore and flapper travel at nozzle about 0.05 mm.
To ensure exact proportionality and linearity the effective
flapper travel is reduced to near 0.02 mm, giving less sensitivity
and wider proportional band, with negative feedback on the
flapper due to the inner bellows and pressure Po acting on it.
Note: Whichever way the bottom of the flapper is moved, by the
deviation, if the top is moved in the opposite sense this is
negative feedback, if in the same sense it is positive feedback.
Integral Added (P + I)
This is applied by adding positive feedback with pressure P 2
acting on the integral action bellows. Integral action time is the
product of the capacity C and the resistance of the integral
action control R, t.e. RC (note the similarity with electrical
circuits). Increasing R by closing in the integral action control

increases integral action time.
Derivative Added (P + D)
This is applied with further negative feedback with pressure PI
acting on the derivative action bellows. Derivative action time is
the product of the capacity C and the derivative action control
resistance R. Increasing R by closing in the derivative action
control increases derivative action time.
Note: Integral action is very rarely applied on its own.

Derivative action is never applied on its own.
Electrical-Electronic Controller (P + I + D)
Fig. 11.18 shows the compound controller which should be
compared with its pneumatic counterpart (Fig. 11.17). The
upper part of the sketch illustrates grouping to controller (note'
the summer and the potentiometer gain adjustment) whilst the
lower sketch is basic operational amplifier configuration. On the
lower sketch, after summing of measured and desired value, the
control funct ion generator
r-- -- - -- ---- ---- -- -- ,
I I
I I
I
desired
valu e
I
I
I
I I
IL -:-gain -r- reset -e- rat e -JI
outpu t
nR
o
Vi Vo
ELECTRICAL-ELECTRONIC CONTROLLER (P + I + D)
Fig. 11.18
input voltage is Vi. The gain adjustment is the factor n related to

resistances R. The rate (derivative D) circuit is at input and the
reset (Integral I) on the feedback line.
CONTROL SYSTEMS
One final controlling element, the diaphragm valve, one

telemetering system, the electric telegraph, and three control
circuits, fluid temperature control, automatic boiler control and
bridge control of IC engine-are selected to illustrate principles
involved.
DIAPHRAGM VALVE
Fig. 11.19
Diaphragm Valve
The sketch (Fig. 11.19) illustrates such a valve used for
controlling fuel quantity to burners of a boiler.
Control air acts on top of the synthetic rubber diaphragm,

increasing air pressure causes the valve to move down permitting
increased fuel supply to the burners.
If air supply to the diaphragm should cease then the valve will
'fail safe', i.e. it will close against the flow of the oil (Right to
left in Fig . 11.19) and the burners will be extinguished. Hand
regulation could be used by operating the hand jack.
A positioner would be used if:
(a) the valve is remote from the controller,
(b) there is a high pressure difference across the valve,
(c) the medium under control is viscou s,
(d) the pressure on the gland is high .
In this case a flapper is fastened to the valve stem at one end
and the other end operates against the nozzle whose air supply
pressure acts on top of the diaphragm. The control air signal
acts, via bellows and spring, between the two extremities of the
flapper and fixes its position relative to the nozzle, dependent on
magnitude of control pressure signal.
+ -
c
POSITION INDICATOR (ELECTRIC TELEGRAPH)
Fig. 11.20
Position Indicator (Electric Telegraph)

This device is inherently telemetering rather than a control
system as such. Fig. 11.20 shows the system in equilibrium with
equal de currents (I) in line Band C and zero current in line A.
The receiver rotor is locked by equal and opposite torques from
the attractions on unlike pole faces. Assume the transmitter to
be moved 30° clockwise. Current flows to the receiver from line
C, subdivides at point X and equal currents return through lines
A and B of magnitude 112. This creates a strong N pole at fixed
magnet X and two weak S poles at the other two fixed magnets.
INSTR UMENTAnON AND CONTROL 465
The receiver indicator will therefore turn to the corresponding

position i.e. 300 clockwise. Ener gy supply failur e alarms are
fitted.
As a telegraph , a bell can be activated until the hand lever on
the receiver is moved to correspond with receiver position.
For clockwise (say ahead) rotation of the transmitte r, line A
will be carrying return current. If the engine driven speed
tachogenerator is rot ating in the correct direction its output can
be arranged to be in the same sense as line A. A summed signal
(add itive) will maintain a 'wrong way alarm' in the isolated
condition. Incorrect rotation of the engine will create signals in
opposition which causes the alarm to be activated . The same
applie s for anticlockwise (say astern) rotation of the transmitter
when line A will be carrying suppl y current.
Fluid Temperature Control

The arrangement sketched in Fig. 11.21 is single element for
fresh water coolant temperature control applied to an auxiliar y
I.C. engine. It would be equally suitable for oil coolant or
a ir su pply
contr ol ro om
u n it
I va lv e pos iti on
in dicat or
(1:
I
I I
1 L __ - r - - . -.,
I I I I
solenoid
valve
i
cont r oll ed ·
"'-J
r
I
I
as ~
. I
!>A.ik
vvv~-. __ .J :
t.w. to engine
I
I ..... A I
I ....L ~,
~ 3-w. ay
I
I JS valve s.w. in let
ma in
eng in e I,controller
P+I rl coo le r
~ s w. out let
,L,
I
t emp er at ure
t w.. return
sensing elem ent
FLUID TEMPERATURE CONTROL

Fig. 11.21
lubricant (engine or gearbox) temperature control. Full flow of

sea water is arranged through the cooler. A three way valve (two
inlets, one outlet) operates to mix quantities of coolant,
bypassing or going through the cooler, dependent on coolant
return temperature.
With correct analysis of parameters, and careful valve
selection, a simple single element control system can be utilised
for most duties. A wax element activated valve gives a simple but
fixed control (over say 10°C), by adjusting one outlet for the
return coolant to the cooler with the other bypass to the engine.
For large thermal variations, such as manoeuvring conditions,
single element control may not meet requirements. 'Cascade
control', involving one controller (the master) amending the set
value of another controller (the slave) could then be used. The
slave controller, sensing temperature of coolant leaving the
cooler, would detect variations of sea temperature and adjust
sea water flow accordingly. The master controller, sensing
return temperature of coolant from engine or gearbox would if
necessary amend the set value of the slave controller and so alter
sea water flow.
For warming through, or operation with low sea temperatures
the refinement of 'split level (range) control' could be added.
Over a range of low temperatures of coolant, sensed by the slave
controller, a lower magnitude signal would operate heat input to
a coolant heater. At a given point, when coolant temperature
had increased, the signal would close the heat control and for the
rest of the range would operate to control sea water flow to the
cooler in the usual way.
Automatic Boiler Control System

Refer to Fig. 11.22 for the lighting sequence:
1. The pressure switch initiates the start of the cycle. The

switch is often arranged to cut in at about 1 bar below the
working pressure and cut out at about 1/5 bar above the
working pressure (this differential is adjustable).
2. The master initiating relay now allows 'air-on' . The air
feedback confirms 'air-on' and allows a 30 second time delay to
proceed.
3. The master now allows the arc to be struck by the electrode
relay. The 'arc made' feedback signal allows a 3 second time
delay to proceed.
4. The master now allows the fuel initiating signal to proceed.
The solenoid valve allows fuel on to the burner. The 'fuel-on'
pressure
sw itch
-----.---- ---,
I
I
I
I
I
fetd boiler
box
fan
fetd
note- feedback
signal lines
shown dotted
AUTOMATIC BOILER CONTROL SYSTEM

Fig. 11.22
feedback signal allows a 5 second time delay to proceed (this
may be preceded by a fuel heating sequence for boiler oils).
5. The master now examines the photo electric cell. If in order
the cycle is complete, if not then fuel is shut off, an alarm bell
rings and the cycle is repeated.
Refer to Fig. 11.22 for emergency devices.
Obviously failure of any item in the above cycle causes shut
down and alarm operation. In addition the following apply:
(a) High or low water levels initiate alarms and allow the
master to interrupt and shut down the sequential system.
(b) Water level is controlled by an Electroflo type of feed
regulator and controller. Sequential level resistors are immersed
in conducting mercury or non-conducting fluid, so deciding
pump speed by variable limbs level. The fixed limb level passes
over a weir in the feed box.
Unattended Machinery Spaces

Essential requirements for unattended machinery spaces, i.e.
particularly unmanned engine rooms during the night could be
summarised thus:
I . Bridge control of propulsion machinery.
The bridge watchkeeper must be able to take emergency
engine control action. Control and instrumentation must be as
simple as possible.
2. Centralised control and instruments are required in
machinery space.
Engineers may be called to the machinery space in emergency
and controls must be easily reached and fully comprehensive.
3. Automatic fire detection system.
Alarm and detection system must operate very rapidly.
Numerous well sited and quick response detectors (sensors) must
be fitted.
4. Fire extinguishing system.
In addition to conventional hand extinguishers a control fire
nation remote from the machinery space is essential. The station
must give control of emergency pumps, generators, valves,
ventilators, extinguishing media, etc.
5. Alarm system.
A comprehensive machinery alarm system must be provided
for control and accommodation areas.
6. Automatic bilge high level fluid alarms and pumping units.
Sensing devices in' bilges with alarms and hand or automatic
pump cut in devices must be provided.
7. Automatic start emergency generator.
Such a generator is best connected to separate emergency bus
bars. The primary function is to give protection from electrical
blackout conditions.
8. Local hand control of essential machinery.
9. Adequate settling tank storage capacity.
10. Regular testing and maintenance of instrumentation .
Bridge Control of IC Engine

To enable a direct reversing engine to be controlled from the
bridge, basic procedure and safeguards must be built in to the
control system.
The following shows some of the checks which may be
incorporated in a system to protect the engine during starting
and running.
I. Confirmation that the turning gear is disconnected.
I
2. Confirmation that the engine is running in the correct

direction on air, before the fuel is applied.
3. Confirmation that the engine is accelerating on fuel before
the starting air is cut off.
4. Alarm if a start is not confirmed within a reasonable period
of time.
5. Speed limitation, i.e. avoidance of critical speed ranges or
limits imposed by excessive jacket temperatures, etc.
6. Acceleration limiting to limit the rate at which the fuel is
applied to give a safe torque or to prevent the fuel exceeding
the air available from the turbo-blower.
7. Automatic rundown to half speed if, for example, the
cylinder jacket temperature is too high .
Speed command !§head

Stop Bridge
~D-
jr-ec-ti-on--l Aste rn
command
Bridge or
engine Control room
room
selector
Direction select ion
Fuel setting
Engine room
BRIDGE CONTROL: BLOCK DIAGRAM

Fig. 11.23.
8. Automatic stop if the lubricating oil pressure fails.

Other checks or alarms may be fitted if required.
A typical system is shown in block diagram form in Fig.
11.23.
The various signals may be electrical or pneumatic. Final
connections to the engine are usually pneumatic cylinders which
operate the engine controls. Selection of bridge or engine room
control is made in the engine room, thus enabling the engineer to
take control at any time, if required. When an electronic
governor is fitted, the speed signal is generated by a tacho
generator and the fuel quantity is measured by a position
transducer fitted to the fuel control rack. When a hydrauli c
governor is fitted, speed is measured by a Watt type governor
and hydraulically amplified. In this case, the blower and torque
limits are usually incorporated into the governor. To protect the
engine. the fuel limits are applied after the speed limits.
TEST EXAMPLES 11
Class 3
1. Describe the start up sequence of an automatic auxilliary
boiler.
2. Describe a device which would automatically activate an
alarm when the lubricating oil supply to an engine fails.
3. Explain the principle of operation of a pneumatic
diaphragm activator.
4. List three automatically controlled systems in a ship's
machinery space which need to be provided with alarms .
State the consequences of an alarm failure in each system.
TEST EXAMPLES II
Class 2
I . (a) Sketch a diaphragm operated control valve of any
design .
(b) State how flow changes are sensed.
(c) State how command signals are transmitted to
actuators.
2. (a) Explain why a pneumatic control system requires
clean dry air.
Explain how the following pollutants are dealt with :
(b) water,
(c) oil,
(d) dust and dirt,
3. (a) Describe, with sketches, a bridge/engine room
telegraph interconnecting gear.
(b) Explain how the system may operate a 'wrong
way' alarm.
4. Describe, with sketches, instruments used for measuring
the ambient temperature in the following spaces :
(a) refrigerated compartment,
(b) main machinery exhaust gas uptakes.
TEXT EXAMPLES 11
Class 1
I. Sketch diagrammatically an auxilliary boiler automatic
combustion control system.
Explain how it operates.
Specify how 'fail safe' conditions are ensured.
2. With reference to automatic combustion control in
auxiliary or main boilers state how:
(a) master controller follows steam pressure
variations,
(b) and why pressure drop across the air registers is
measured,
(c) air fuel ratio is adjusted.
3. (a) Sketch diagrammatically the arrangements to
control lubricating oil temperature at cooler outlet
by either of the following means:
diaphragm actuated control valve as part of a
closed loop system,
or
self operated valve of wax element type.
(b) Describe how the selected arrangement operates.
(c) Define, with reasons, where a control valve of the
wax element type should be positioned to be
effective.
4. With respect to shipboard control equipments, state:
(a) where an electronic system may be essential,
(b) the advantages of the electronic system over the
other systems,
and
(c) the disadvantages of the electronic system.
CHAPTER 12
MANAGEMENT
Collaboration between individuals for a common objective,
with division of labour under a recognised leader, has been
practised for centuries. Leadership requires some form of
supportive group discipline. Social and organisational facets
within the work environment were recognised at the beginning
of the industrial revolution and have evolved this century.
However, application of the scientific method-observation,
data collection, analysis, classification, hypothesis,
experimental verification, formulation of laws and use for
prediction-to the work situation, is more recent. Such
applications has resulted in a systematic approach leading to a
recognised discipline-management. .
Management is the knowledge of the (five) processes of
planning, organising, directing, co-ordinating and controlling.
This relates to machines, manpower,materials, method and
money. Management by objectives, with targets and
accountability, through line management and staff functions, is
established practice.
GENERAL INDUSTRIAL MANAGEMENT
Overall organisation of an industrial concern is a complex

structure involving personal interaction between individuals and
their work situations. This usually requires work study of both
time and method. Organisational study includes job analyses,
flow diagrams and organisational charts with activities defined
in terms of supervision, levels of authority, interrelation and
coordination. A common result, for a large industrial enterprise,
is the arrangement of divisions, each with a specific role
involving the five processes of management. A typical set of
divisions could be as follows:
MANAGEMENT 475
Organisational Divisions
Purchasing:
Supply, ordering, inspection, stock control.
Production:
Drawings, materials, methods, progressing, production and
quality control.
Personnel:
Selection, employment, health, safety, training, education, PRo
Development:
Research, design, standards, ergonomics , OR.
Marketing:
Storage, transport, packaging, selling, market research.
Finance:
Costing, budgets, capital, legal, accounting; essentially a control
function.
Most of the terms considered above should be well understood
including three such as stock control, quality control and
ergonomics (human energy outputs). There are a number of
other terms used in many stages of the management processes
that are worthy of consideration.
Further Terminology
Queuing Theory:
Is applied to the case of a waiting line (persons, stores,
vehicles, ships) delayed by a limited service availability. Often
involves theories of probability, use of computers, and routeing
(optimum paths) .
Integrated Data Processing (lDP):
Utilises storage and speed characteristics of computers to
handle complicated and lengthy data material, especially in
finance divisions.
Linear Programming (LP)
Again utilises the computer to cover the mathematical
relationships of many problems with a near linear characteristic
for use in forecasts, etc. Extendable to non-linear.
Organisation and Methods (O&M)
An objective and analytic study of administrative office
procedures aiming to improve performance and efficiency-and
reduce paper work. To include behavioural techniques.
Operational Research (OR).
Essentially a planning-research technique. Applies
mathematical techniques (computer assisted) to such as queuing
theory and linear programming, detailed previously, and to
critical path analysis, plant maintenance and replacement
policy, as considered later. OR aims to collate the best available

data so as to provide management with statistics on relative
advantages and disadvantages of all potential courses of action
to allow efficient decision making. This can relate to a simple
task such as economic selection of a single machine or, when
linked to lOP, to the major financial strategies of large
industrial or commercial companies.
OR is the ideal example of scientific method in operation as a
management tool. Some specific examples can now be
considered.
Some Practical Applications

Critical Path Analysis
A statistical planning path, utilising coded flow process
charts, which arranges work in sequence to establish various
project times and completion time overall (critical path). The
aim is to establish the most economical overall project time by
the most efficient use of resources.
Refer to Fig. 12.1:
a I I sh ip building I
t!i ~
.s
b~ ~ Il- =---_---'-_ _----r_..yll
u - r-------:-----,--------;---~
eng ines delive ry s:
c
u
c-, c I :>
~ ~ i----,..--,..------i----,I~
~
c bo iler delivery
1
s:
~ ~
-;:' 1
1---------'-------+-----'
Q d margin
'0 d au xiliaries supply
0.
E
:>
E
~
0.
°1
I I I I
50 100 150
weeks _
HYPOTHETICAL CRITICAL PATH Cl-IART

Fig. 12.1
This flow process chart is purely illustrative of the technique

and hypothetical in the sense that times may not be truly
realistic-for example the 'fitting out' process has not been
included, this will be necessary by extension or separate analysis.
MANAGEMENT 477
Note the parallel paths for each operation within the original
analysis, the critical path is a. (shipbuilding) as it is the
'bottleneck' preventing the earlier start of some other
operations. Assume an alternative quote from another
shipbuilder will reduce ship delivery (to the fitting out stage) by
50 weeks, but at a higher cost. A feasibility study may establish
that this time saving may be advantageous in cost analysis for
path a. By reducing the time of path a. other paths (b, c, d) can
become critical and will have to be similarly analysed (for
example, reduced delivery time but increased overtime). It may
well be possible to arrive at an optimum completion time with
new times for paths a, b, c, and d, virtually coincident (path e
start can be delayed to 'close-up' to this optimum line). The final
chart schedule could well show significant time reductions for
overall completion at very little extra cost-the optimum.
Planned Maintenance
Such maintenance will delay the need for replacement and will
reduce the risk of expensive breakdowns. Planned maintenance
for motor vehicles, based on service at specific time or mileage
intervals, is well known. Consider, as another example, part of
the planned maintenance schedule for a large electric-driven
pump supplying lubricating oil to engine plant (Table 12.1).
Manufacturers data on pump, motor, fittings, installation date,
etc. will be available in records for spare gear ordering. Pump
running times will be recorded on plant performance log sheets .
Table 12.1 is illustrative only, the actual schedule detail will be
dependent on company policy, pump type, duties, etc. Although
words like examine are used consideration should be given to
more precise wording to reduce variation between the work of
individual maintenance personnel. It should be emphasised that
planned maintenance in no way reduces the necessity for
continuous checking of condition and performance.
Terotechnology is total (life) maintenance of the ship plant in all
its facets .
Replacement Policy
Will be dependent on planned maintenance but ultimately any
decision on replacement would depend on financial
considerations of increasing running costs, capital depreciation,
sale value, inflation, etc. An exception to this approach is where
components, particularly electronic, reduce only slightly in.
efficiency during their working life but fail suddenly at a
particular time and are then useless. A timed replacement,
during say shut-down periods, may prove less expensive then

casual failure with expensive (and possibly dangerous)
breakdown of plant operation. The timed replacement policy is
established mathematically on probability calculations.
As an example consider the following analysis:
...z '" w
w w
u ...z
'" ~
w ::2
w
z w ...
;:l
SCHEDULE ~ o ~ ::2 «
Q «
...l
-e ::2 z
0
Po.
W 0
...l U Vi
g;j U
1 month
Clean and repack lubricant inserts,

General tightness check on nuts
3 month
As for one month plus: examine and

clean filters, renew joints when assembling
6 month
As for one and three months plus:

examine and renew gland seals, clean
motor, check starter box contacts and relays
12 month
As for one, three and six months plus:

examine valve spindles and seats, re-pack
valve glands. Examine bearings and shaft
components, check and record radial and
axial clearances. Insulation test and record.
Examine for corrosion, including seatings
TABLE 12.1
As an example consider the following analysis:

Failure in each succeeding year is 5070, 10%, 14%, 18070 ...
Average life of components =0.05 x t +0.10 x It + =say4
years
Cost to replace random failure =£150
Cost on annual shut-down replacement =£20
Cost per component year on random failure = 150/4 =£37.50
MANAGEMENT 479
Cost per component year on various replacement policies, in

Table 12.2:
YEARLY
REPLACEMENT FAILURE CUMULATIVE REPLACEMENT ANNUAL
AFTER PROBABILITY PROBABILITY COST TOTAL £ COST £
One Year 0.05 0.05 150xO.05+20 27.50

=27.50
Two Years 0.05' + 0.10 = 0.1025 0.1525 150xO.1525+20 21.44
I =42.88
Three Years I =0.15 0.3025 21.79
I
I
I
I =65.38
I
I
I
0.508 24.05
I I
I I I
I =96.2 I
I I I
I I I
I I I
I I I
I I
I I I
I I I
I I I
--L
TABLE 12.2
Minimum cost is achieved by replacement after two years.

Clearly component life and random replacement cost are crucial
factors. At sea the random replacement cost may well be very
high if a significant part of the plant is affected by failure, also
the risk factor is high, each makes a replacement policy
especially attractive.
Ship Maintenance Costs

These are the largest item of operating costs. Fig. 12.2
indicates that they contribute over 70070 of controlled operating
costs for a given ship and would well be over 40% of total (direct
and indirect, including such as marine insurance) operating
costs.
Optimal Maintenance Policy

This is the best system for a given situation. The variation is
from a repair only policy with no preventative maintenance on
the one hand to a comprehensive and integrated fully
preventative maintenance system on the other hand, based on
accurate records and use of management 'science.
Fig. 12.3 gives some idea of the parameters. Optimal is that
which gives, with a specified amount of preventative
maintenance, the minimum total cost of maintenance plus
'downtime' .
480 REED 'S GE NERAL ENGIN EERING KNOWLEDGE
Controll a ble
maintenance costs
72 '/.
Direct
ma in t enance cost
4.7·'.
Other O t~r
parso nne l sto rin g

14-'. 14 -/.
SHIP MAINTENANCE COSTS

Fig. 12.2
~
Q
Preven nv e mainte na nce
~ / co s ts (incl udin g spa res )
u
c Loss of ear nings du. t o
c
c - - prevent ive ma intenance
~
c
·0 lo ss of ea rnings due to
breakdow ns
'" / 8r eakd own repa ir cost
....- (including spa resl
Levels of preve ntiv e main tena nce
OPTIMAL MAINTENANCE
Fig. 12.3
MANAGEMENT 481
Co-ordination
Processes relating to planning, control and organisation have
been considered in some aspects, direction is equally involved
with all activities, Co-ordination has not received significant
attention here but is an important process. Co-ordination
requires the essential factor of efficient two-way
communications which must relate through divisions and cross-
link between them. Instructions, information and reports must
convey accurate, simple and clear details (see Report Writing,
later).
ON-SHIP MANAGEMENT
The overall organisational management structure of the

shipping company will vary but a typical 'tree' type divisional
format may apply as shown in Fig. 12.4.
It will be noted from Fig. 12.4, in comparison to General
Industrial Management (described previously), that Technical
Services and Fleets (including development) replace Production
and Marketing. The good management principle, i.e number of
subordinates reporting to any executive should be limited, is
readily attained by each sub-fleet manager only having
responsibility for say six ships.
top
management
I I
purchasing
I
technlcal..-
personnel
I
--.lleels
I f inance
services
tankers
I
bulkers containers
~~
,
I
I
I
I
I
I
I
I
I
I
I
MANAGEMENT STRUCTURE (SHIPPING)

Fig. 12.4
Each individual ship is an independent unit with special

management conditions, in which personnnel are in continuous
close contact and whilst at sea have no external interaction,
which can create human relationship problems . The increased
automation, decreased crew-sizes and the trend to cost
consciousness adds new dimensions. Planning is usually the
responsibility of a small team of senior ship's officers, in liaison
with cernpany management, and requires the application of
planned maintenance, replacement policies and some financial
considerations. Organisation is departmentally based with a
clearly defined structure, based to some extent on rank, which
decides the directive process . Co-ordination and control are vital
processes with the needs of good delegation, communication
.and personnel relations paramount.
Administration
For the Engineering Department the responsibility for this
task lies primarily with the .Chief Engineer .Officer although a
significant part is delegated to the Second Engineer Officer and
certain other sub-departmental heads. The Chief Engineer
Officer must ensure links with head office, between departments
on ship and within his department. The Second Engineer Officer
has an important role in delegation of engine room duties and
responsibilities, control and recording of spares , maintenance
schedules, etc. and, not least, effective personnel relations. The
responsibility for efficient operation, firm leadership and good
communications is an inherent requirement for senior ship
managers. There is a developing trend to utilise committee
structures, involving key officers and ratings, so as to improve
decision making operations. This also allows more effective
communications as the central 'hub' can relate closely to the
peripheral 'wheel' with signal transmission via 'spokes' as well
as around the 'rim'. 'On the job' training, to clearly defined
objectives , is assuming increased importance on board ship.
REPORT WRITING
There is an important and increasing need for line managers
to provide reports for consideration by top management and to
write technical letters to external organisations. This becomes
more vital at sea where senior ship management is remote from
the central organisation of the company.
The importance of this aspect of the work of the marine
engineer officer is recognised within the DTp Examinations. A
common question in the Class One Engineering Knowledge
MANAGEMENT 483
examination paper requires a report to be written, usually from

the Chief Engineer Officer to Head Office, on a selected
technical topic. Class Two and Three are more likely to be
directly concerned with 'on ship' management. Certain
questions in these examinations, not specifically directed to
report writing, do require however a knowledge of operational
management principles-these are often related to safe
practices.
Most students seem to have difficulty in writing mock letter
reports or in presenting basic management routines. There is no
'model' answer to such examination questions . The following
notes covering general use of English, examination requirements
and specimen question-answer should be studied. The test
examples at the end of this chapter should then be attempted,
and preferably marked critically.
English Usage
1. The writer may well collect his thoughts by asking: 'what
am 1trying to say', 'what words will express it', 'can 1 put it
clearly and briefly?'
2. A simple skeleton plan, of sequential ideas, may be listed .
3. Communication 'expert to expert' can include technical
wording and information providing this is not overdone.
4. The 'shape' of a letter is important. A clear opening
sentence, or short paragraph, is preferable to catch the
immediate interest of the reader and to indicate what is to
follow. The 'body' of the letter must follow a logical
thought sequence-there is no objection to the use of a, b,
c, etc., to define specific points, provided this makes the
content more clear. The end of the letter should indicate
some positive summary or conclusion.
5. Sentences should be short and well punctuated with
compact paragraphs relating the main points .
6. Simple words should be used in place of more complicated
words or phrases-join for integrate, send for despatch,
about for respecting-walk for capable of locomotion, etc.
7. 'Robot like' references such as 'it is regretted', ' for your
information', 'I am further to point out', etc., should not
be used.
8. Verbosity, especially with adjectives (serious danger,
unfilled vacancy), adverbs (to risk unduly, to enhance
markedly) and prepositions (in terms of-about, until such
time-until), is to be avoided.
9. The use of 'buzz words', e.g. maximise, optional,

orientated, etc., is inclined to be showy.
10. Cliches (my grateful thanks, in this day and age), similes (as
good as gold, works like a horse) and metaphors (hit for
six, backed a winner) are best avoided.
11. A positive is preferable to double negative (not unnaturally,
not unblack!).
12. Letter endings are best made 'yours faithfully' if the
method of address is 'Dear Sir' and yours sincerely to a
'Dear Mr Smith' address. Subservient (your obedient
servant) and somewhat ridicilous (at your convenience)
remarks are not used.
Examination Requirements
a. The examiners look for clarity of expression, good
punctuation, paragraphs, etc., i.e. English presentation is
being assessed.
b. Technical accuracy is not so important, within reasonable
limits.
c. Major details, without minor technical points, are required.
d. The experience of the candidate in matters of management,
personnel relations, work study, etc., is part of the
assessment.
e. The examiners attach particular importance to the following:
Machinery surveys: arranging, preparing, recording.
Safety equipment: certificates.
Planned maintenance: schedules, surveys.
Testing: machinery space lifting gear.
Oil in navigable waters act: instructions to staff.
Clean air act: instructions to staff.
Fire fighting: instructions and training for E.R. staff.
Fire fighting: co-operation between Deck and E.R. staff.
Training: engineer cadet training schedules.
Training: instructions to new junior officers.
Inspection: essential tests, etc., 24 hours before sailing on a
strange vessel.
Performance: assessment of-voyage records and test data.
New Ships: improved ventilation and equipment, suggestions.
Safety Schedules: day to day safety training.
Bunkering: information on bunker chits, stability during
bunkering.
Crews: duties of staff, general purpose duties.
MANAGEMENT 485
Ship maintenance: overall maintenance criteria for whole

vessel.
Emergency conditions: machinery failures, operation.
Specimen Question
Write a letter to your company's Superintendent Engineer
concerning the circumstances attending a fire in the boiler or
machinery spaces. The letter should state the probable cause,
action taken and suggest preventative measures.
The candidate should first ask himself the following questions

and then answer accordingly (the same technique is applicable to
most examination questions in the subject):
I. What happened . . . when?
2. What was the cause ... effect?
3. How was the condition dealt with?
4. How can a re-occurrence be prevented?
5. Any other relevant comment?
Specimen answer
MV Eastern Glory,
c/o Foster Johns (Managers) Ltd.,
'Ocean View',
Brisbane,
Queensland,
AUSTRALIA. 10th November, 1986.
Chief Engineer Superintendent,

The Moss Line Ltd.,
Star House,
LeadenhaII S1.,
LONDON, W2 5MK.
Engine Room Fire, 5th November, 1986, at Sea
Dear Sir,
Further to my cable of the 5th November, I wish to confirm
that the above vessel was stopped from 1500 hours to 2300 hours
on that date, because of an Engine Room fire which required
evacuation of this space for about five hours.
Due to an overflow when filling a settling tank, oil escaped on
to the hot engine exhaust manifold causing a serious fire. The
general fire alarm was sounded and the bridge informed but
within two minutes the Engine Room was untenable and I
ordered immediate evacuation.
At 1507 hours all Engine Room staff were accounted for, the
Engine Room was sealed off and inert smothering gas injected.
At 1800 hours an attempt was made to re-enter the Engine Room
via the tunnel but without success. At 2000 hours the Engine
Room was entered and small fires still burning were put out with
portable extinguishers. No serious permanent damage was noted
but the space was severely blackened. The machinery was
prepared for sea and, before getting under way, all lagging was
stripped from the manifolds.
The cause was established as a faulty tank indicating float and
overflow gooseneck whose outflow was directed near the
manifold. It is suggested that a mercury type level and alarm
switch be fitted as a replacement and that the gooseneck be
replaced by an overflow pipe (with sight glass) to an overflow
tank. I ask for approval to put this work in hand immediately.
In the meantime special care is being exercised in tank filling. A
detailed damage report will be sent in the near future.
I would like to record the excellent behaviour of the Engine
Room staff during the whole incident and the efficient
communication between Deck and Engine departments. No
injury occurred to personnel.
Yours faithfully,
William J. Hall (Chief Engineer)
Test Examples-Technique
An outline framework, as suggested method of answer, to
three of the test examples at the end of this chapter is now
presented for consideration before the reader proceeds to
attempt the remaining test examples:
Class 3 Test Example No. 1

Fire location - accommodation, deck, engine (need to vary).
Advance warning (notice) and practice alarm (method).
Fire Stations - assembly, numbers, roll call.
Communications - central and remote.
Checking responsibilities (individual and collective).
Testing alarms and equipment.
Simulated attack on fire.
Emergency sealing arrangements - check.
Short seminar on effectiveness - feed back.
MANAGEMENT 487
Class 2 Test Example No. 1

a. increased ignition potential-burning, welding, sparks,
smoking.
b. increased combustible potential-waste, dirt, spillage.
c. increased air potential-draughts, openings, circulation.
d. increased space potential-open tanks, holds, stores.
Easier air and combustible access, less efficient sealing
arrangements, more people/less co-ordination, reduced avail-
ability of immediate ship fire fighting services, etc.
Reduced a, b, c, d. Improved emergency arrangements, close
liaison ship-shore personnel, ready access to sealing/opening
facilities, fire patrol (24 hours) , etc.
Class 1 Test Example No.1

1. What major repairs?
Precise nature, voyage effects, difficulties reaching port.
2. Why necessary" after major refit?
Possible cause, blame, deterioration on voyage.
3. Just ification of shore labour?
Scale of repair, time available , ship labour resources/
facilities.
4. Justification of cost?
Typical cost figures, estimates obtained, agents advice.
5. Balance costing?
Survey in lieu of port time, cargo , voyage schedules.
6. Inspection?
Classification Society, ship staff, work standards, expected
outcomes .
Note
In cases where a report is on a subject likely to be used in
subsequent legal actions (safety, law breaking, etc.), it is
vitally important to present information very accurately with
respect to time, date, names of personnel involved, etc.
-488 REED'S GENERAL ENGINEERING KNOWLED GE
TEST EXAMPLES 12
Class 3
1. Describe briefly how a practice fire drill should be carried
out.
2. If a large item of machinery is to be lifted out of the engine
room state what precautions should be taken to :
(i) prevent injury to any personnel,
(ii) prevent damage to either ship or the item being
lifted.
3. Briefly describe a system aboard ship by which the spare
gear can be monitored and an adequate supply be ensured
for machinery repairs.
4. Explain what is meant by planned maintenance with
respect to ship's machinery.
MANAGEMENT 489
TEST EXAMPLES 12
Class 2
1. Give four common sources of fire in a vessel under repair
in a yard.
Explain why fire may spread more rapidly in a ship under
repair in a yard than when at sea.
Describe the precautions taken to minimise the possibility
and effect of fire in a repair yard.
2. Explain what is meant by 'planned maintenance' .
Give details of its application to the main lubricating oil
pumps.
3. List the safe practices to be observed when personnel are:
(a) using lifting tackle,
(b) working beneath the floor plates,
(c) overhauling valves or renewing jointing in steam
lines,
(d) dismantling machinery during rough weather,
4. (a) Explain the role of the Safety Officer in relation to the
ship's Safety Committee.
(b) Outline the specific duties of this officer on board
ship.
490 REED 'S GEN ERAL ENGINEERING KNOWLEDGE
TEST EXAMPLES 12
Class 1
1. The ship's crew have conducted a series of combined
lifeboat and fire drills over the period of the voyage.
As Chief Engineer, make a brief report to the ship 's
management to explain the lessons learnt from these drills,
proposing ways of improving the effectiveness of these
emergency procedures.
2. Draft out a Chief Engineer's- report to Head Office
outlining a three month practical training programme on
board ship for engineer cadets who have not been to sea
before.
3. Your ship sustained a sudden and irrevocable loss of main
propulsion power whilst entering port.
As Chief Engineer, make a report to Head Office,
explaining the cause of the failure.
4. Most foreign going cargo ships are required to possess a
valid Safety Equipment Certificate renewed at intervals
after survey of the safety equipment.
(a) Identify those items covered by the Safety
Equipment Certificate which are usuall y the
responsibility of the Chief Engineer.
(b) Suggest how the survey should be organised in
order that it be completed with the least trouble
and delay.
(c) Suggest how it can be ensured that this safety
equipment is in a full state of readiness at all
times.
CLASS 3
Miscellaneous
I. A new valve spindle is to be ordered from ashore, make a

simple sketch giving all the information you consider necessary
for its manufacture.
2. What is the advantage of case hardening, how is it done,

and give an example of a component which may have this
treatment.
3. Explain why the water level in a boiler is very important.

What might happen if the water level is allowed to drop
significantly.
What are the dangers of allowing the water level to rise
significantly.
4. Water for boilers is usually kept as pure as reasonably

possible. Give reasons why this is so.
5. State the precautions to be taken before entry into any

enclosed space.
What are the two main dangers.
6. When taking over a watch at sea, itemise the main points

that should be checked.
7. Sketch and describe a smoke detector of the type fitted in

an engine room, how is it tested?
8. Write brief comment on how the following can effect

centrifugal pump performance:
Wear rings
Impeller erosion
Gland sealing
Shaft wear
Speed
9. Explain how you would test an emergency fire pump.

Where is this pump usually situated and why .
10. Describe some of the usual problems found in bilge

pumping systems and explain what can be done to overcome
them.
11. List the signs of damage or over straining which might be

visible in a wire sling.
12. Itemise the safety precautions .you would take before

starting work on a steering gear motor.
13. A straight piece of fire main pipe on deck has corroded

and needs to be renewed. After removing the corroded length of
pipe the distance measured between the two adjoining flanges is
4m 37cm. The bore of the pipe is IOcm, flanges 20cm diameter
and with 4 bolt holes I8mm diameter on I4.8cm peD bolts off
centre one end and on centre the other end.
Make a drawing suitable for giving to a shore firm to enable
them to make the new piece of pipe.
14. Before lighting up an auxiliary oil fired boiler state the

precautions to be taken.
15. Briefly describe a test for determining the tensile strength
of a piece of steel.
16. Make a simple sketch of a boiler you are familiar with

showing in section the main constructional parts.
17. Explain the function of the telemotor receiver in an

electro-hydraulic steering gear system.
18. What are the dangers of letting a centrifugal pump run

dry?
19. Briefly describe the smoke helmet type of breathing

apparatus. Give one advantage and one disadvantage of this
type.
20. State how you would test the main fire pump on a ship.
21. State the precautions you would take before dismantling

an electric motor.
SPECIMEN EXAMINATION QUESTIONS (DTp) CLASS THREE 493
22. What dangers are increased if an engine room is allowed

to become dirty?
23. Why is it important that a record of spares be kept on a

ship?
24. State the two major chemical elements which make up

fuel oil, and also give two other elements that may be found in
fuel oil.
25. Sketch a screw down non-return valve in section, giving

the material of each part.
Give an example where this type of valve is used in an engine
room.
26. Describe how a tubular heat exchanger is cleaned .
27. Briefly describe why boiler water needs to be tested

periodically, and state two of the tests.
28. Describe with the aid of a sketch if necessary a

thermocouple, where would you expect this device to be fitted?
29. Sketch in section a 2 gallon foam type fire extinguisher

itemising each part. On what type of fire is this type of
extinguisher used?
30. State what precautions should be taken before entry into

a cofferdam between a ballast tank and an oil tank.
31. Explain briefly the following terms which are often used
with regard to engineering materials:
(1) Annealed.
(2) Case hardened.
(3) Tempered.
(4) Nitrided.
Give an example of two of the above.
32. Make a diagrammatic sketch of a bilge pumping system

itemising the main components.
33. Explain the test procedure that should be carried out on

an electro-hydraulic steering gear before leaving port.
34. Explain why it is necessary for a flexible coupling to be

fitted between a medium speed main propulsion engine and a
gearbox.
35. Make a drawing of a coupling bolt which would be

suitable to give to an engineering firm so that some coupling
bolts could be manufactured. The nominal diameter of the bolt
is 70 mm and each flange is 75 mm thick.
The drawing should give all dimensions, material, etc.
36. For the following uses give a suitable material:

Diesel engine crankshaft.
Eye bolt used for lifting.
Oil heater tube nest.
Impeller for centrifugal sea water pump.
Diaphragm for pneumatically controlled valve.
37. Describe the basic refrigeration circuit for a compression

type domestic refrigeration plant, what effect would a higher
ambient temperature have on the unit?
38. With the aid of a simple sketch, explain how a watergauge

fitted directly to a boiler is tested for accuracy when the boiler is
steaming.
39. Why are positive displacement pumps usually fitted with

relief valves, and why is this not usually the case with centrifugal
pumps?
40. If a centrifugal bilge pump does not seem to be able to

lower the level of water in the bilge state what should be
checked.
Specimen Paper
DEPARTMENT OF TRANSPORT
EXAMINATION FOR CERTIFICATE OF COMPETENCY
CLASS 3 ENGINEER
ENGINEERING KNOWLEDGE (1)
Answer ALL questions

Time allowed, 2 hours
1. A new shaft has to be made for a sea water pump whose

principal reference dimensions are as follows:
Overall length of shaft to be 525 mm.
The internal bore of the coupling flange is 40 mm.
The internal bore of the impeller is 32 mm.
Both impeller and coupling flange are keyed onto the shaft.
Make a sketch giving all necessary information for its
manufacture.
You will have to make reasonable assumptions for all other
dimensions.
2. Describe an oily water separator and state how you would

check that it was working satisfactory.
3. State the material you would use for the following and
state one of its main properties:
(a) Joint for flanged steam pipe.
(b) Spindle for sea water valve.
(c) Electrical contact in a starter.
4. Describe an electrically powered windlass, how is the

motor protected from overload.
5. Before injecting CO2 gas into an engine room to put out a

fire, what is it necessary to do or check.
6. If it is necessary to enter a tank that has previously been

filled with oil, explain how the tank can be gas freed, and what
other precautions should be taken before entry.
7. Why is oil in boiler water considered dangerous, where

does it usually come from and how can it be removed .
8. What pre-sea checks should be made on a steering gear and

telemotor system.
9. Air compressors are prone to valve trouble, why is this and

what can be done to limit this.
10. What items of hull and machinery should be checked in

dry dock.
11. Your vessel develops a main engine defect that will

necessitate assistance from a foreign repair yard (and possibly
spares might have to be obtained by the repair yard from the
UK). What information should you send ahead to the repair
yard to help them .
12. With reference to a bank of batteries for emergency use,

how would you:
(a) check that they are fully charged,
(b) keep them fully charged,
(c) what maintenance would you expect to do.
CLASS 2
Miscellaneous
1. Sketch a compressed air system for use with pneumatic

controls. Write notes on each component shown.
2. State the precautionary measures taken in the following

instances: (a) employment of personnel in confined spaces with
particular reference to duct keels, (b) heating of refrigerant
bottles when charging a refrigeration plant, (c) use of spirit
lamps when testing for refrigerant leakage.
3. Make a detailed sketch of a trailing collar and a brake as

sometimes fitted to propeller shafting. Explain the purpose of
the collar. Explain the purpose of the brake. Give one reason
why both are needed on the same line of shafting.
4. State the risks to personnel when working: (a) beneath

floor plates, (b) in refrigeration machinery spaces, (c) in an
emergency battery room. For each case, give the appropriate
safety measures to be taken.
5. Describe with sketches, any design of torsion meter for

measuring the power transmitted between the main engine and
the propeller. Explain how the power is measured and indicated .
6. Sketch and describe a Pilgrim nut for a propeller. Explain

how it is used when fitting the propeller on to the shaft taper.
State two advantages this type of nut has over a conventional
propeller nut.
7. Describe how the following defects in a refrigeration

system become apparent and are corrected: (a) undercharge, (b)
overcharge, (c) oil in the condenser.
8. Give three causes for a semi-portable foam fire

extinguisher failing to operate when required. State the chemical
constituents used in this extinguisher and explain why it needs
occasional recharging. Explain how staff are given practice in its
use.
9. A bilge pump of the centrifugal type is found to be

noticeably falling off in performance until it will barely empty
the bilges although running continuously at its normal service
speed. Give four common causes which individually or
collectively will give rise to such a condition. Describe how each
fault is traced, isolated or remedied by following a logical series
of tests.
to. Describe the operation of the following portable

extinguishers and, for each type, state the type of fire for which
it is most suitable: (a) soda-acid, (b) chemical foam, (c) carbon
dioxide.
11. Describe with sketches, two methods for remotely

determining the quantity of liquid in a tank. Compare the
accuracy of these methods and explain how the degree of
accuracy can be maintained. State one possible source of error
for each of the methods described .
12. Give two desirable properties and one undesirable

property of each of the following metals: (a) brass, (b) cast iron ,
(c) mild steel. State for each of these metals one application in
marine engineering where it is most suited.
13. If. a fire broke out in the engine room, explain how: (a)
the fuel supply could be shut off, (b) the supply of air could be
shut off, (c) the fire could be dealt with from outside the engine
room, giving a summary of all the facilities available for this
purpose.
14. With reference to propeller shafts: (a) suggest, with

reasons, the frequency at which shafts should be withdrawn for
inspection, (b) state the defects that should be looked for during
the inspection, (c) explain why some shafts require less frequent
inspection than others, (d) explain why the introduction of the
'split' stern bearing has considerably reduced the normal
frequency of dry docking the ship .
15. Give two indications that the main shaft bearings are
unequally loaded at sea. Describe how the effect of unequal load
distribution may be relieved whilst still at sea. Describe what
remedial action will be taken in port.
SPECIMEN EXAMINATION QUESTIONS (DTp) CLASS TWO 499
16. State why a pneumatic control system requires clean dry

air. Explain how the following air pollutants are dealt with: (a)
water, (b) oil, (c) dust and dirt.
17. Give two indications other than excessive running, that a

freon refrigeration plant is not operating satisfactorily. Suggest
what the trouble may be and describe how it would be rectified.
18. Describe the operation of a differential pressure alarm

fitted across an oil filter. Explain how such a device would be
tested whilst the filter is in service.
19. Sketch a propeller shaft carried in either of the following

stern tubes: (a) water lubricated, wood lined, (b) oil lubricated
whitemetal lined. Describe major defects to which propeller
shafts in (a) and (b) are susceptible. Explain the cause of these
defects. State how these defects are dealt with.
20. With reference to multitubular oil coolers: (a) sketch a

two pass cooler showing the direction of oil and coolant flow,
(b) identify the materials of the components in (a), (c) give three
serious faults to which (a) is prone, (d) state how the faults in (c)
are inhibited.
21. With reference to centrifugal bilge pumps: (a) sketch a

rotary air pump, (b) state why an air pump is fitted and how it
works, (c) state why bilge pumps normally receive greater
attention than other centrifugal pumps.
22. With reference to oily water separators: (a) sketch an

automatic separator handling large quantities of contaminated
water, (b) explain how it operates, (c) state what routine
attention is needed to maintain satisfactory performance, (d)
state how the maximum throughput is restricted and why this is
important.
23. State why oxygen deficiencies may occur in certain spaces

in ships. Describe the precautions taken before entry to any
recently opened space. Describe with sketches a self-contained
breathing apparatus. State how and why a bottle is checked
before use and warning is given that a bottle is nearly exhausted.
24. With reference to centrifugal pumps used for handling

large quantities of sea water: (a) suggest, with reasons, why the
pump need only be dismantled for inspection and overhaul at

infrequent intervals, (b) state three common defects looked for
during inspection, (c) describe why and how the impeller is
sealed at the casing, (d) explain why the fineness of the clearance
between casing and impeller is of less consequence with this
pump than pumps for some other duties.
25. State the physical properties of materials used for the

following components and give an explanation for the choice in
each case: (a) safety valve or relief valve spring, (b) main engine
bearing, (c) diesel engine crankshaft or high pressure turbine
rotor.
26. State the physical properties of materials generally used

for the following components and give an explanation for the
choice in each case; (a) an oil cooler tube, (b) a ship-side valve
chest, (c) an impeller of a centrifugal pump handling brine.
27. Define the meaning of the term 'coefficient of

performance' in relation to refrigeration plant. Describe with
sketches a refrigeration plant operating on the ammonia
absorption cycle. State how its coefficient of performance
compares with that of vapour compression systems.
28. With reference to hydraulic steering gears state: (a) what

type of packing is used in the ram glands, (b) what emergency
arrangements are provided to keep the main gear working, (c)
how vertical movement of the rudder is accommodated.
29. Sketch a compressed air system for pneumatic controls

labelling all the principal items. Describe with sketches an
automatic drain on the air compressor. State what routine
maintenance and tests are needed to keep the system fully
operational.
30. Describe the tests to evaluate the following properties of

oil: (a) viscosity, (b) closed flash point. Give representative
results for a specified liquid fuel. Account for any inaccuracies
in the tests.
31. With reference to a fixed carbon dioxide fire smothering

system explain: (a) how rupture of the bursting disc on a gas
cylinder does not result in loss of gas, (b) how the system is
protected against accidental use, (c) why gang release is
SPECIMEN EXAMINATION QUESTIONS (DTp) CLASS TWO 501
necessary, how it functions and the necessary action it fails to

operate.
32. Describe a test to determine the amount of water in

lubricating oil. Give two ways whereby water can be extracted
from the oil. Give three reasons why a significant quantity of
water in lubricating oil is unacceptable.
33. Give a typical analysis of the dissolved solids in a sample

of: (a) fresh water , (b) sea water. State which of these dissolved
solids form scale when the water is heated and which cause
corrosion.
34. Select the most suitable material for each of the following
applications giving three good reasons for each choice: (a)
cylinders of hydraulic steering gears, (b) tubes of salt water
cooled oil coolers, (c) shells of unfired pressure vessels.
35. State what precautions are to be observed to avoid or

contain any outbreak of fire arising from the following
conditions on board a ship at a repair berth: (a) a length of the
fire main dismantled, (b) power cables running across decks, (c)
welding in confined spaces, (d) large quantities of rags and
cotton waste deposited in temporary store rooms.
36. Sketch and describe a plate type heat exchanger. Explain

how the fluids are separated and the effect of gasket thickness
on performance. Give two good reasons for plate configuration
and manufacture from titanium.
37. With reference to self-priming centrifugal pumps: (a)

describe with sketches how air is excluded from the impeller eye,
(b) describe with sketches how a liquid -ring priming pump
operates, (c) state with reasons what parts of the priming pump
require special attention during overhaul.
38. Draw a line diagram of any type of sewage system

labelling the principal items and showing the direction of flow in
all lines. Explain how the system works. State what advantage
the system described has over other sewage systems.
39. Select the most suitable material for each of the following
applications, giving three good reasons for each choice: (a)
shafts and impellers of centrifugal bilge pumps, (b) intermediate

main shafts, (c) safety or relief valve springs.
40. Describe how you would instruct new personnel in the

care and use of: (a) breathing apparatus, (b) CO 2 flooding
system, (c) hoses and nozzles, (d) portable fire extinguishers.
41. Sketch and describe a centrifugal oil separator. How, and

why, is a water wash used? Discuss 'batch purification' and
'continuous bypass' systems for lubricating oil.
42. Sketch and describe the following for a refrigerator unit:

(a) compressor crankshaft gland seal, (b) pressure switch, (c)
regulator.
43. Sketch and describe a thermo-electric pyrometer. State

the various materials that can be used in its construction and
give the approximate temperature ranges for which these
materials are suitable. What are the advantages and
disadvantages of this instrument.
44. Sketch in diagrammatic form, and explain a refrigerating

plant which utilises intermediate liquid cooling. State the
refrigerating media used in this plant and the advantages of this
type of system.
45. In what system of refrigeration is brine used? From what

substances is it made? What is its freezing point? Why are the
substances used? What density is used for the brine in
circulation and how is testing carried out?
46. Describe a method of determining the calorific value of a

fuel. What is meant by higher and lower calorific value. State
the approximate calorific value of coal and fuel oil and explain
any reason for the difference in values given.
Note:
Other specialist text books will need to be used to answer Section
II (Electro technology) and Section III (Naval Architecture)
questions given in the Class 2 specimen paper following .
Specimen Paper
CLASS 2 ENGINEER
ENGINEERING KNOWLEDGE - GENERAL
Time allowed: 3 hours
IMPORTANT
This paper consists of FOURTEEN questions divided into
THREE sections.
Candidates are required to attempt not more than TEN

questions as follows:
SECTION I (Questions 1-8)

Not more than SIX questions to be attempted in this section.
SECTION II (Questions 9-11)

Not more than TWO questions to be attempted in this section.
SECTION III (Questions 12-14)

SECTION I
QUESTIONS 1-8
This section carries 60010 of the total marks.
1. (i) Draw a line diagram of a zero

discharge sewage system in which the
water is recirculated and the solids
processed for disposal, labelling the
principal components and showing
the direction of flow in all lines. (4 marks)
(ii) Describe how the system operates. (4 marks)
(iii) Give reasons why this system might
be considered superior to that in
which the sterile water is discharged
overboard at sea. (2 marks)
2. Give reasons why the following actions

might help correct the fault if an electric
salinometer registers an unacceptably high
value for the distillate from a vacuum
evaporator:
(i) lower water level in evaporator, (2 marks)
(ii) increase flow rate through brine
pump, (2 marks)
(iii) shut in coil inlet valve, (2 marks)
(iv) shut in vapour valve, (2 marks)
(v) Give reasons why salinity should be
maintained at a consistently low
value. (2 marks)
3. (i) Sketch in cross section , a pump other
than of the reciprocating, centrifugal,
or gear type. (4 marks)
(ii) Explain how it operates. (4 marks)
(iii) Suggest with reasons a shipboard
application for which it is well suited. (2 marks)
4. With reference to rotary vane steering gear
state:
(i) how the fixed vanes are attached to
the cylinder, (2 marks)
(ii) how the moving vanes are attached to
the rotor, (2 marks)
(iii) how strength is imparted to the
moving vanes to enable them to act
as rudder stops, (2 marks)
(iv) how the vanes are sealed at the tips, (2 marks)
(v) how rudder uplift is accommodated. (2 marks)
5. (i) Sketch a hydraulic coupling between
a medium speed diesel engine and
reverse/reduction gear. (4 marks)
(ii) Describe how it operates. (4 marks)
(iii) State what advantages such couplings
have over their friction, powder and
magnetic counterparts. (2 marks)
6. Describe with sketches circuit transducers
for producing electrical or pneumatic
signals to indicate:
(i) main lubricating oil pressure, (4 marks)
(ii) cylinder jacket cooling temperature, (4 marks)
(iii) State how each transducer is tested. (2 marks)
EXAMINATION FOR CERTIFICATE OF COMPETENCY CLASS TWO 505
7. (i) Suggest with reasons which of the

following data is relevant and
significant to the quality of fuel oil:
viscosity, Conradson number,
pour point, total base number,
closed flash point, octane number,
open flash point, specific gravity. (6 marks)
(ii) Define the significance of lower and
higher calorific value in assessing the
standard of liquid fuel. (4 marks)
8. (i) Describe with sketches anyone of the

following portable fire extinguishers:
chemical foam,
carbon dioxide,
dry powder. (4 marks)
(ii) Suggest why in certain instances
carbon dioxide and dry powder can
be more of a hazard than a help in
untutored hands. (2 marks)
(iii) Suggest why dry powder is possibly
more effective than carbon dioxide
for switchboard fires. (2 marks)
(iv) State why chemical foam
extinguishers occasionally require
recharging even though they have not
been used. (2 marks)
SECTION II
QUESTIONS 9-11
9. (i) Distinguish between 'Primary cell'
and 'Secondary cell' and between
'acid cell' and 'alkaline cell'. (5 marks)
(ii) Describe how a battery of alkaline
cells may be tested for its usefulness
after a long storage and if found
deficient how it can be remedied. (5 marks)
10. (i) Explain the meaning of single phasing

in a.c. machinery. (5 marks)
(ii) State the dangers associated with
single phasing and the protective
devices normally fitted to counteract
such dangers. (5 marks)
11. (i) State why incandescent lamps can be

dimmed by simply regulating the
applied voltage whereas this method
cannot be used with gas discharge
lamps. (3 marks)
(ii) State under what circumstances the
assumption that, a lamp maintains
it's value as long as it still functions,
is wrong. (3 marks)
(iii) State FOUR factors which influence
the life of gas discharge lamps. (4 marks)
EXAMINATION FOR CERTIFICATE OF COMPETENCY CLASS TWO 507
SECTION III
QUESTIONS 12-14
This section carries 200/0 of the total marks.
12. With reference to solid propellers state:

(i) how badly damaged blade tips are
restored, (4 marks)
(ii) why propellers need balancing from
time to time, (3 marks)
(iii) why intense concentrated heat should
not be applied to bosses. (3 marks)
13. (i) Sketch in diagrammatic form a

stabiliser unit in which the fins retract
athwartships into a recess in the hull. (4 marks)
(ii) Describe how the extension/retraction
sequence is carried out. (4 marks)
(iii) Define how the action of fin
stabilisers effects steering. (2 marks)
14. (i) State how fresh water tanks are

prepared for inspection. (3 marks)
(ii) State how the surface of the
steelwork is treated prior to refilling. (2 marks)
(iii) Give reasons for the manner of
treatment employed in (ii). (2 marks)
(iv) Give reasons why fresh water from
such tanks is quite suitable for human
consumption and yet fresh water
produced by evaporation of sea water
is not necessarily suitable for such
purposes. (3 marks)
CLASS 1
Miscellaneous
1. A rating has been badly burnt by a 'blow-back' from the

oil fired auxiliary boiler. As Chief Engineer, make a full report
to head office explaining the circumstances of the incident and
the precautionary measures now taken to reduce the possibility
of a similar occurence in the future.
2. Describe how the supervisory equipment for the control of

machinery in a periodically unattended engine room is itself
monitored for defects on individual channels and as a complete
unit.
3. You were instructed to discontinue water treatment in the
auxiliary boiler for a specified period of time. As Chief
Engineer, make a full report to head office stating how the trial
has been productive of information and data applicable to the
improvement of boiler management.
4. With reference to a dock bottom inspection of a propeller

shaft that is carried in a wood lined, water cooled, stern tube,
. state: (a) where corrosive action may be discovered, (b) the fault
responsible for the wastage, (c) to what extent the wastage may
be considered serious , (d) the defects associated with the
keyways on the taper and how they arise, (e) why cavities
between the liner and shaft may be considered serious.
5. In taking over a ship in a foreign port you are dissatisfied

with your predecessor's report on the condition of the
machinery. As Chief Engineer, write to head office expressing
dissatisfaction with the report, Making such amendments to it as
you consider necessary.
6. Identify the chief causes of overheating in tunnel bearings

and of vibration in main shafting. Explain why the siting of the
engineer room amidships enhances these tendencies. State how
overheating and vibration may be reduced or eliminated.
7. Explain why it is advisable to examine propeller shafts at

regular intervals of time. Describe an examination of a solid
shaft that is carried in a wood lined, water cooled bearing.
SPECIMEN EXAM INA T10N QUESTIONS (DTp) CLASS ONE 509
8. Sketch and describe a system for indicating remotely the

propeller shaft speed. Explain how, with the system selected,
inaccuracies occur and are kept to a minimum.
9. Compare the relative merits of infra red, ultra violet and

combustion gas (ionisation) type fire detectors for use in
machinery spaces. Explain why a combination of these types is
more desirable than anyone type individually.
10. Explain how the Prevention of Oil Pollution Act 1971

affects the normal operational practices conducted within
shipboard machinery spaces. Describe: (a) measures taken to
comply with the Act, (b) documentation involved.
11. Sketch and describe a flash type distillation plant.

Describe the precautions taken to ensure the water is fit for
drinking purposes.
12. Explain why radiographic and ultrasonic techniques are

suitable for use during shipboard machinery inspection. Give
two examples where such techniques are applicable. Describe
either process in detail.
13. Explain in what manner and under what regulations the

Chief Engineer is responsible for prevention of oil pollution at
sea and in port. Describe the shipboard equipment installed to
ensure that oil or oily water is not discharged overboard.
14. Sketch and describe a plate type cooler. Explain how

leakage is prevented . State one advantage and one disadvantage
it possesses over the tubular type.
15. Explain why the performance of a centrifugal sea water

circulating pump 'falls off' in service. State two ways in which
this 'fall off' is indicated. Describe how the pump may be
restored to its original performance.
16. Explain why a carbon dioxide fixed fire smothering

system requires periodical inspection and servicing. Describe the
nature of this servicing. State two advantages and two
disadvantages this system has over a fixed foam system.
17. Explain how the ingress of sea water is prevented in an oil

lubricated stern bearing system. Should the system fail, describe
the corrective action possible whilst the vessel is afloat. State

why two stern bearing oil header tanks are fitted in some
instances.
18. Sketch and describe a method of measuring the pressure

differential for fluid flow systems. State what are the effects of
altering the orifice plate size of the position of the tapping
points.
19. You have been advised that the amount of spare gear
carried in the ship is to be reduced to just meet Classification
Society's requirements. As Chief Engineer, make a report to
head office requesting, with reasons, additional items for
retention in the ship.
20. State what is the purpose of each of the following items in

a machinery control system: (a) portable mercury manometer,
(b) portable inclined-tube manometer, (c) portable temperature
potentiometer, (d) compressor and vacuum pump. Describe in
detail any two of these items.
21. Any proposal to operate a machinery space in the

periodically unattended condition must take into account the
dangers from fire, flooding and failure of supervisory
equipment. Describe how the possibility of the latter two
hazards may be minimised, detected and brought to the
attention of the designated watchkeeper.
22. You have been asked for an explanation why your vessel's
fuel consumption is significantly higher and its average sea speed
correspondingly lower than that of a sister vessel. As Chief
Engineer , make a report to head office giving in your opinion a
full explanation for the discrepancy.
23. Make a simplified diagram of the operating gear for a

controllable pitch propeller . Explain how the pitch is controlled
and what happens if the control mechanism fails.
24. Give three reasons why axial flow pumps are particularly
suitable for salt water circulation of steam condensers and
similar large heat exchangers . Give one reason why this type of
pump has a rather restricted shipboard application. Describe
one further application for which the axial flow pump is well
suited.
SPECIMEN EXAMINATION QUESTIONS (DTp) CLASS ONE 511
25. Explain how wear on bearing surfaces is effected by each

of the following factors: (a) dissimilarity of the materials in the
contact surfaces, (b) relative speed of sliding between the
surfaces, (c) roughness of the surfaces, (d) incompatability of
lubricant and bearing material. Describe how each effect may be
identified during inspection. Suggest corrective action at either
operational or maintenance stages.
26. In bunkering fuel in both double-bottom and deep tanks,

describe: (a) the dangers present in the operation, (b) the
precautions to be taken, (c) the legislation to be observed.
27. Make a three point comparison of the characteristics of

centrifugal pumps with those of positive displacement rotary
pumps. Suggest, with reasons, the type of pump most suited in
each of the following instances: (a) main lubricating oil
circulation, (b) domestic fresh water supply, (c) steering gear or
stabiliser actuation.
28. Explain the problems involved in locating fire detector

heads in machinery spaces. Describe the tests to check that the
detecting system is functioning properly.
29. With particular reference to operational safety, elaborate

on any two of the following statements and their implications:
(a) the auto ignition temperatures of fuel and lubricating oils are
lower than those of the lighter fractions, (b) the presence of oily
residue in boilers is dangerous, (c) all electrical equipment is not
intrinsically safe or flame proof, (d) static electricity is generated
during any normal shipboard operation.
30. Sketch and describe a pump other than of the

reciprocating, centrifugal, or gear type. Give two advantages it
possesses over other types. Suggest one shipboard application
for which it might be best suited.
31. Explain why a simple centrifugal type pump is unsuitable

for bilge pumping duties. Sketch and describe how a centrifugal
pump can be rendered suitable for such duties.
32. Explain why the fuel supply to the burners of a

periodically unattended auxiliary boiler automatically cut-off in
the alarm condition for low and a high water level, high steam
pressure, air failure and flame failure. Describe how and when
you could safely test these devices.
33. Make a detailed sketch of the sealing arrangements for an

oil-filled stern tube. Describe the common forms of seal failure.
Explain how oil loss due to seal failure is restricted whilst on
passage. Describe how the seals are restored to their original
effectiveness. Give a reason other than the expense of oil loss
why effective sealing is necessary.
34. With reference to ram type electro-hydraulic steering

gears explain: (a) why four rams are provided in many instances,
(b) with sketches the arrangement of the cross head rapson slide
and its principle of operation, (c) why the telemotor receiver is
spring loaded and the effect on steering of spring failure.
35. Sketch and describe a fuel meter used with high viscosity
fuel. Explain how it operates. Explain the value of the readings
obtained and how they are used.
36. The necessity has arisen for the complete replenishment

of the main lubricating oil system . As Chief Engineer report to
head office justifying this heavy expenditure, explaining the
temporary steps taken to avoid further trouble on voyage and
suggesting permanent measures to avoid repetition.
37. With reference to main shaft bearings that are excessively

loaded or very lightly loaded state for each condition what are
the: (a) indications of the fault, (b) effects on adjacent bearings,
(c) remedial steps. Explain why load distribution on main shaft
bearings changes in service.
38. Compare the current methods of mounting propellers on

their shafts. Sketch and describe a method of mounting a
propeller on its shaft by 'hydraulic floating'. Give four good
reasons why this method is considered superior to all others.
39. Give a reasoned opinion as to the accuracy of each of the

following statements: (a) the smaller the particle size of dry
powder the greater the fire extinguishing effect, (b) little
advantage is gained in using carbon dioxide in preference to
water unless the intensity of the fire is such as to render water
ineffective, (c) low expansion foam is more effective than high
expansion foam in many instances.
SPECIMEN EXAMINATION QUESTIONS (DTp) CLASS ONE 513
40. Compare the characteristics of centrifugal pumps with

those of supercavitating pumps. Suggest with reasons the type of
pump most suited for each of the following duties: (a) main sea
water circulating, (b) crude oil cargo discharge, (c) toxic
chemical cargo discharge.
41. Give a reasoned opinion as to the accuracy of each of the

following statements: (a) the cooling effect of liquid inert gas is
mainly responsible for its extinguishing efficiency, (b) carbon
dioxide or inert combustion gas is preferable to steam for holds
or machinery spaces, (c) dry powder extinguishes by chemical
and physical means, (d) high expansion foam is not the most
suitable smothering agent in most instances.
42. With reference to safety of personnel describe the

precautions to be observed when: (a) effecting repairs in the
crankcase or boiler furnace when the ship is rolling heavily, (b)
cleaning engine components or clothing with compressed air, (c)
painting in the shaft tunnel at sea, (d) using the engine room
crane at sea.
43. With reference to heat exchangers define what is meant by

the terms 'parallel flow' and 'contra flow'. Give two advantages
and two disadvantages of each type of flow. State an application
for which each is most suitable. Describe how the 'fall off' in
efficiency of heat exchangers may be effectively countered.
44. Describe with sketches, the principle of operation of two

of the following fire detection systems installed in periodically
unattended machinery spaces: (a) infra red and ultra violet, (b)
thermal, (c) ionisation chamber.
45. Explain why in many instances static filter units have

replaced centrifuges for oil cleaning. Describe with a line
diagram a static filter module for the total preparation of liquid
fuel. State what standard of purification is achieved and how it
is maintained in service.
46. Explain the mechanics of fatigue failure and state where it

is likely to occur in marine engineering. Explain the contribution
of the following conditions to fatigue failure: (a) corrosion, (b)
alternating stress, (c) magnitude of stress, (d) frequency of load
cycle. Identify the common signs of fatigue and state what steps
are taken to avoid failure.
47. With reference to tubular heat exchangers explain: (a)

how differential movement tubes and body is accommodated
when the tube plates are rigidly located in the body, (b) how and
why turbulence is imparted to fluid flow through the tubes, (c)
why it has become possible to discard sacrificial anodes in sea
water coolers, (d) what is meant by the term 'guided flow', with
particular reference to oil heaters.
48. Give two reasons for sludge formation in main lubricating

oil systems. Explain how bearing metal is attacked with
particular reference to incompatibility between the oil and
metal. Explain the role of additives and state what normal
practices must be suspended in order to maintain treated oils in
their optimum condition. Discuss the problems associated with
the use of a multi-purpose lubricating oil.
49. Sketch and describe how cool and flow may be measured
on a linear scale. Explan the principle of operation of the
instrument concerned. Explain why the values recorded may
vary from those expected from calculations.
50. In a particular case of collision and outbreak of fire the

Court of Formal Investigation was not satisfied that proper co-
ordination existed between engineering and deck departments.
Discuss how a good measure of co-operation can be achieved
paying particular attention to equipment with which both
departments should be familiar.
Note:
Other specialist text books will need to be used to answer Section
II (Electro technology) and Section III (Naval Architecture)
questions given in the Class 1 specimen paper following.
Specimen Paper
CLASS 1 ENGINEER
ENGINEERING KNOWLEDGE - GENERAL
Time allowed: 3 hours
IMPORTANT
This paper consists of FOURTEEN questions divided into
THREE sections.
Candidates are required to attempt not more than TEN

questions as follows:
SECTION I (Questions 1-8)

SECTION II (Questions 9-11)

Not more than TWO questions to be attempted in this section .
SECTION III (Questions 12-14)

Not more than TWO questions to be attempted in this section .
SECTION I
QUESTIONS 1-8
1. (i) Give reasons why multi-additive and

synthetic lubri cants should not
normally be passed through
centrifuges. (4 marks)
(ii) State why centrifuge clutch slip
should receive immediate attention
for reasons other than overheating. (3 marks)
(iii) Explain why oil preheating greatly
assists centrifuge performance. (3 marks)
2. With reference to multi plate heat

exchangers state why:
(i) fluid pressure and temperature does
not normally exceed lObar and
150°C respectively, (3 marks)
(ii) preference for titanium and stainless
steel plates is increasing, (2 marks)
(iii) carrying bars and clamping bolts are
often much longer than pack
thickness, (2 marks)
(iv) plates usually carry an impressed
relief pattern. (3 marks)
3. (i) Sketch a self contained totally
submerged pump for emptying tanks
of hazardous liquid chemical cargo. (4 marks)
(ii) Explain why this pump is used for
such services. (3 marks)
(iii) Identify the safety features
incorporated in the pump design. (3 marks)
4. With reference to hydraulic power systems
explain how the power units are able to
meet the following requirements:
(i) follow an infinitely variable pumping
characteristic, (3 marks)
(ii) response to demand signal to be only
marginally slower than electrical
power systems, (3 marks)
(iii) full range of torque to be instantly
available upon demand, (3 marks)
(iv) state why such a pump is to be
preferred to a positive displacement
pump with a controlled discharge. (1 mark)
5. (i) Identify those factors restricting the
reliability of propeller shaft bearings. (3 marks)
(ii) Define the limitations of white metal
stern tube bearings. (4 marks)
(iii) State why the advantage of roller
over plain bearings is lost in propeller
shaft applications. (3 marks)
6. With reference to the pressure sealing of
control valve spindles state why:
(i) tetrafluoroethylene packing is
commonly used, (4 marks)
EXAMINATION FOR CERTIFICATE OF COMPETENCY (DTp) CLASS ONE 517
(ii) a considerable depth of packing is

often employed, (3 marks)
(iii) bellow glands are sometimes fitted. (3 marks)
7. (i) Give two reasons for sludge
formation in main lubricating oil
systems. (2 marks)
(ii) Explain how bearing metal is attacked
with particular reference to
incompatibility between oil and
metal. (4 marks)
(iii) Define the role of additives and state
what normal practice must be
suspended in order to maintain
treated oils in their optimum
condition. (4 marks)
8. With reference to fire fighting agents give
two reasons why:
(i) dry powder is preferable to sand, (2 marks)
(ii) mechanical foam is preferable to
chemical foam, (2 marks)
(iii) halon 1301 is preferable to carbon
dioxide, (4 marks)
(iv) light water foam is preferable to high
expansion foam. (2 marks)
SECTION II
QUESTIONS 9-11
9. With reference to electrical equipment in
potentially flammable atmospheres aboard
ships:
(i) Explain why conventional equipment
is considered to be hazardous. (3 marks)
(ii) Explain the concept of intrinsic
safety. (3 marks)
(iii) Describe an intrinsically safe
installation. (4 marks)
10. (i) Explain why automatic voltage
regulation is required for an a.c.
generator. (3 marks)
(ii) Describe the main requirements for
an automatic voltage regulator
suitable for marine service. (3 marks)
(iii) Briefly describe the operation of an
automatic voltage regulator. (4 marks)
11. With reference to a.c. deck machinery:
(i) State two forms of drive suitable for
cargo working winches. (2 marks)
(ii) Describe a drive suitable for a
windlass. (5 marks)
(iii) Describe the routine maintenance
required for motor control equipment
subjected to frequent starting. (3 marks)
EXAMINATION FOR CERTIFICATE OF COMPETENCY (DTp) CLASS ONE 519
SECTION III
QUESTIONS 12-14
This section carries 200/0 of the total marks.
12. (i) Describe with sketches how a keyless
propeller is mounted on and released
from the propeller shaft taper by
'hydraulic floating'. (5 marks)
(ii) Evaluate the advantages 'hydraulic
floating' possesses over dry 'push
up' . (3 marks)
(iii) State what precautions need to be
observed when mounting and
releasing a propeller by 'hydraulic
floating' . (2 marks)
13. Bulbous protruberances at the fore foot
provide permanent buoyancy.
(i) Define with reasons the advantages
gained from this additional buoyancy
at the fore foot. (2 marks)
(ii) Suggest with reasons a further ,
equally important advantage gained
from these appendages. (3 marks)
Bow flare provides temporary buoyancy.
(iii) Define with reasons the advantage
gained from this additional buoyancy
in bow flare. (3 marks)
(iv) Suggest with reasons a further benefit
gained from bow flare . (2 marks)
14. Define with reasons the main purpose of
each of the following practices:
(i) electrical charge impressed into hulls, (4 marks)
(ii) emission of toxic biocides over the
underwater surfaces of hulls, (3 marks)
(iii) shot blasting of underwater hull
plating together with the application
of 'self polishing' plant coatings. (3 marks)
ACKNOWLEDGEMENT
The Specimen Examination Questions and Specimen

Examination Papers appearing in this book are reproduced by
kind permission of the Controller of H.M. Stationery Office.
bliJ
521
INDEX
A B
Absorption type refrigerator 282 Babbitt metal 33
Accumulation of pressure test 97 Balancing 245
Acid and basic processes 5 Ball bearing 249
Acidity. fuel 62 Ballast rules 399
Actuator servo-mechanisms 186 Barometer. mercury 445
Aft end installations 217 Battery system 284
Air. combustion 79 BCF 312
Air conditioning 286 Bearing lubrication 428
Air in telemotors 181 Bend test 20
Air register 80 Bessemer process 3
Alarm scanning 453 Bilge fittings. etc. 393
Alignment of shafting 211 Bilge rules 397
Alkalinity 145 Bi-metallic thermometer 441
Alternative stern gear 236 Blackheart process 25
Aluminium 33 Blowdown valve 124
Amplifier. electrical 455 Blowing procedure, water
Amplifier. pneumatic (relay) 456 gauge 101
Amplifier. units (steering) 63 Boiler combustion chamber
Analogues 455 defects and repairs 121
Analysis. critical path 476 Boiler combustion chamber
Analysis. flue gases 72 girders 118
Analysis. fuel 64 Boiler control system 467
Annealing 25 Boiler corrosion 145
Anti-foams 161.427 Boiler furnace defects
Anti-oxidant 426 and repairs 120
Aromatics 48 Boiler oil fuel systems 82
Asbestos 35 Boiler water treatment 154
Ash 62 Boilers. auxiliary packaged 125
Atomisers 79 Boilers. Cochran I IO
Atoms 145 Boilers. heat balance 77
Auto-klean strainer 406 Boilers. Scotch 114
Automatic control. boiler 467 Bomb calorimeter 58
Automatic control. domestic Boundary lubrication 428
water 377 Bourdon pressure gauge 446
Automatic control. Brass 32
refrigeration 276 Brazing 42
Automatic control. sprinkler 336 Breathing apparatus 343
Automatic control. stabiliser 207 Bridge control IC engine 469
Automatic control. steering 207 Brine 283
Automatic control. telegraph 467 Brine circuits 284
Automatic control. temperature 465 Brine properties 285
Automatic 'fail safe' steering 195 Brinell test 13
Automatic oil filter module 411 Brittle fracture 16
Automatic water valve 280 Bronze 32
Axial flow pump 358 BTM 312
Axial vibration 249 Bulk COl system 331
522
Bypass valve 177 Coil type boiler 126
Combustion chamber defects 121
Combustion chamber girders 118
C Combustion equipment 79, 86
Calcium bicarbonate 152 Combustion gas detector 309
Calcium sulphate 151 Combustion indications 78
Calibration of instruments 450 Combustion of fuel 65
Calorific values 57, 68 Comparison, steering gears 194
Carbon 5 Compatibility of chemicals 85
Carbon dioxide 65, 153 Compound oil 426
Carbon residue 60 Compressors, refrigerant 268
Carbonic acid 153 Condensate line treatment 161
Cargo pump 360 Condenser, refrigerant 273
Cascade control 466 Conradson test 60
Case hardening 26 Continuous bypass system 423
Cast iron 5 Contraction of area, per cent 11
Caustic embrittlement 148 Control actions 458
Caustic soda treatment 156 Control, boiler system 467
Cavitation 368 Control, fluid temperature 465
Cell dp 44Ii Control, IC engine 469
Cementite 6 Control loops 457
Centralised cooling system 374 Control, management 474
Centralised instrumentation 452 Control, propeller pitch 237
Centralised priming system 364 Control, proportional 458
Centrifugal casting 30 Control P + I 460
Centrifugal clarifier 419 Control P + 0 462
Centrifugal. compressor 272 Control P + I + 0 460
Centrifugal pumps 353 Control switch 277
Centrifugal purifier 418 Control systems 463
Centrifugal purifier, super 420 Control terminology' 457
Centrifuges 416 Control theory 457
Cetane number 63 Control valve 463
Charging system, telemotors 180 Control valve block 190
Charpy V notch 15 Control, viscosity 83
Chemical absorption COl Controllable pitch propeller 237
recorder 74 Controller, electric-electronic 462
Chemical treatment, Controller, pneumatic 461
evaporators 130 Controlling evaporator scale 130
Chemical treatment plant 392 Copper 32
Chromium 31 Corrosion of boilers 145
Clarification 413 Corrosion, electro-chemical 146
Clean Air Act 76 Corrosion, external 154
Cleaning new boilers 162 Corrosion fatigue 144
Closed loop 457 Corrosion, galvanic action 141, 148
COl and water extinguisher 323 Corrosion inhibitor 427
COl flooding system 327 Corrosion, oils 147
COl flooding system, engine Corrosion pitting 144
room 329 Corrosion, white metal
COl portable fire extinguisher 321 bearings 434
COl recorders 74 Cotton 35
COl refrigerant 258 Couplings and bolts 231
Coagulants 159 Counter flow 371
Coalescers, filters 408 Crankcase oil dilution 64
Cochran boiler 110 Crankshaft alignment 216
Cochran boiler, spheroid 113 Crankshaft deflections 220
Cochran exhaust gas boiler 114 Crankshaft stresses 228
Coefficient of performance 266 Crankwebs 229
.523
Creep test 17 English usage 483
Critical path analysis 476 Entropy 265
Critical temperature 267 EP additive 427
Cross flow 371 EP lubricant 431
Cupro-Nickel 33 Epoxy resin 35
Equations, combustion 65
D Evaporator, diesel waste heat 135
Dalton's laws 286
Evaporator, double effect 135
Dam ring 415 Evaporator feed treatn.�!1t 130
Data logging 455 Evaporator heating element 134
Data processing 475 Evaporator, refrigeration 274
De-aeration 160
Evaporator rules 133
De-a1uminification 144
Evaporator. simple vertical 132
Deep tank pipe arrangement 393
Evaporator, single effect 129
Deflection of shafts 222
Evaporator. single effect plant 135
De-humidifier 292 Evaporator. two stage flash 135
Density 51 Examination questions-
Derivative control 460 Class Three miscellaneous 491
Desired value 458 Class Two miscellaneous 497
Detergent oil 425 Class One miscellaneous 508
Detuner 249 Class Three specimen paper 495
Deviation 458
Class Two specimen paper 503
Dew point 287
Class One specimen paper 515
De-zincification 143
Examination requirements 484
Diaphragm valve 463
Examination technique 486
Diecasting 29 Exciter 197
Differential pressure cell 446
Exhaust gas boiler, Cochran 114
Digital 434
Expansion valve, refrigerator 279
Digital tachometer 449 Explosion meter 87
Direct expansion refrigerator 276
Explosive limits 86
Dispersants 427 Explosive vapour concentration 86
Display 454 Extended aeration sewage
Dissociation 76
plants 390
Distillation 49
Downhand welding 41
F
Dry bulb temperature 288
'Fail safe' steering system 195
Dry powder extinguisher 324
Failure, steering units 189
Dynamometer 240
Fatigue tests 18
E Faults, refrigeration 264
Electrical control, stabiliser 202 Feedback 458
Electrical control switch 277 Feed pump 351
Electrical-electronic controller 462 Feed water injector 389
Electrical separator probe 385 Feed water treatment 131, 154
Electrical steering gears 196 Ferrite 5
Electrical telegraph 464 Filled system thermometers 440
Electrical telemotor 181 Film lubrication 428
Electrical torsion meter 239 Filter, air 291
Electro-hydraulic steering Filter. coalescers 408
gear 186, 193 Filtration 406
Electro-pneumatic transducer 456 Fin gear 204
Elements in irons and steels 30 Fire alarm circuit 305
Elongation. per cent 11 Fire appliances, rules 340
Emergency batteries. 189 Fire detection methods 305
Emergency bilge pump 367 Fire detectors 304
Emergency steering 189 Fire extinguishers 313
Emulsion 431 Fire extinguishing systems
Engler scale 52 COl flooding 327, 329
Fire extinguishing systems-cont. Hardening steel 23
Inert gas generator 333 Hardness salts 153
Mechanical foam 317, 318, 319 Hardness test 12, 167
Sprinkler 336 Heat balance, boiler 77
Fire point 62 Heat exchanger, plate 373
Flame hardening 24 Heat exchanger, refrigeration 274
Flame temperatures 70 Heat exchanger, shell and tube 373
Flammability 69, 259 Heat pump 291
Flaps, stabiliser 205 Heat sensors 305
Flash evaporator 135 Heat transfer 274, 297
Flash off 261 Hele-Shaw pump 184
Flash point 55 High expansion foam 320
Float valve, refrigerator 275 Higher explosive limit 87
Flow measurement 447 Hold ventilation 284
Flow meter 447 Humidity, relative, specific 286
Flow sensor 448 Hunting gear .188
Flue gas loss 78 Hydraulic receiver 178
Fluid for telemotor 179 Hydraulic stabiliser control 202
Fluid temperature control 465 Hydraulic test, boiler 123
Foam compound injection Hydraulic transmitter 176
system 319 Hydrazine 160
Foam, high expansion 320 Hydrazine test 171
Forging 30 Hydrocarbons 48
Fork tiller 191 Hydrodynamic lubrication 428
Forming of metals 28 Hydrogen 67
Four ram steering gear 192 Hydrogen and hydroxyl ions 145
Freon 260 Hydrogen embrittlement 154
Freon compressor 269
Fresh water generator 135
Fretting corrosion 144 lee 256
Fuel oil control valve 463 Ice making 284
Fuel additives 71 Ignition delay 63
Fuel, gaseous 84 IMO rules 84, 195
Fuels 47 Impeller 353
Incinerator 392
G Incipient cavitation 369
Galvanic action 141, 148 Inducers 369
Galvanic series 142 Induction hardening 27
Gas cutting 42 Inert gas generator 333
Gas explosive detector 87 Inert gas installation, tankers 334
Gas generator, fire 333 Inertia force 246
Gas torques 228 Inertia torque 228
Gaseous fuels 84 Inferential-differential pressure 447
Gear pumps 365 Infra red detector 307
General industrial management 474 Instruments 440
Girders, combustion chamber 118 Instruments, calibration 450
Glass water gauge 99 Insulation 293
Gland seals 233, 268 Integral control 460
Graphitisation 143 Integrated data processing 475
Gravity ring 415 Intermediate liquid cooling 267
Grease 435 Intermediate shafts 226, 229
Grooving 122 Ions 145
Guided flow 373 IP water in oil test 61
Gyroscope ::!02 Izod test 15
H J
Halons 312 Journal bearings 430
K Miscellaneous examination
K-monel 33 questions-cont.
Klinger reflex glass 105 Class One 508
Knock, engine cylinder 63 Mixed flow 371
Mixed flow pump 361
L
Modular systems 376
Lacquering 426, 432
Modules 376
LD process, metallurgy 3
Molybdenum 31
Leuco reagent 169
Monel metal 33
Level measurement 446
Level sensor 447
N
Liquid level refrigerant
Napthenes 48
control 274
Nessleriser 168
Lime and soda treatment ISS
Nickel 31
Limits, explosive 86
Nitriding 26
Limits of flammability 69
Nitrile 34
Linear programming 475
Nitrogen 68
Liner of tailshaft 230
Non-destructive tests 20
Liquid fuels 47
Non-metallic materials 34
Litmus paper 163
Normalising 25
LNG 86,294
Lower explosive limit 86
o
LPG 86, 294
o and M 475
Lub, oil filter-coalescer 408
Octane number 63
Lub, oil filter, streamline 409
Offset 458
Lub, oil tests 432
Ogee ring I JO
Lubrication 425
Oil ballast chest 395
Lubrication, bearings 428
Oil burners 79
Lubrication, fundamentals 427
Oil for telemotors 179
Lubrication, oil additives 426
Oil fuel additives 71
M Oil fuel installation rules 399
Magnesium chloride 150 Oil fuel settling tank 404
Magnesium sulphate 151 Oil fuel system, boiler 82
Magnetic crack detection 22 Oil in Navigable Waters Act 381
Magnetic stop valve 280 Oil lubricated sterntube 234
Magnetic treatment 130 Oil module 412
Magslip 202 Oil motor 203
Maintenance 479 Oil probe 385
Management, engine room 482 Oil pump 186,202
Management, general 474 Oil purifier 418
Management, shipping 481 Oil tests 432
Manganese 30 Oily water separator 381
Manometer, mercury and water 444 Oily water separator, automatic 383
Manufacture, iron and steel I Olefins 48
Materials, non-metallic 34 Open hearth process 2
Mechanical straining-grooving 148 Operational research 475
Mechanical type C02 recorder 75 Optical telescope 214
Mercury barometer 444 Optimal maintenance policy 479
Mercury in steel thermometer . 440 Organisation and method 475
Mercury manometer 444 Organisational divisions 481
Mercury thermometer 440 OR technique 475
Methane 69 Orsat apparatus 72
Michel bearings and thrust 242, 431 Oxidation 432
Miscellaneous examination Oxygen, dissolved 153
questions- Oxygen in air 68
Class Three 491 Oxygen in fuel 67
Class Two 497 Oxygen test 169
.526
p Q
Packaged auxiliary boiler 126 Questions miscellaneous-
Paraffins 48 Third class examination 491
Parallel flow 371 Second class examination 497
Partial pressures 286 First class examination 508
Pearlite 6 Specimen examination paper
Penetrant tests 20 , Third class 495
Pensky Marten flashpoint 56 Second class 503
Performance ratio, evaporators 129 First class 515
Personnel relations 482 Queueing theory 475
pH value 146
pH test 168
Phase changes 256
Phosphate treatment 157 R
Phosphorus 31 Radiography 22
Photo-cell 450 Ram 186
Pig iron 2 Ram crosshead 188
Pilgrim wire alignment 220 Rapson slide 191
Pitting 431 Rate of rise temperature
Pitting corrosion 144 detector 305
Planned maintenance 477 Receiver (hydraulic) telemotor 178
Plastics 34 Reciprocating compressor 268
Pneumatic controller 458 Reciprocating mass 246
Pneumatic controller action 458 Reciprocating pumps 351
Pneumercator 447 Red dye penetrant 22
Pollution by oil 380 Reducing valve 127
Polyelectrolytes 159 Redwood viscometer 52
Polymers 34 Redwood viscosity scales 52
Position indicator (telegraph) 464 Refinery 49
Pour point 59 Refrigerant, desirable
Pour point depressant 427 properties 259
Powder type fire extinguisher 324 Refrigerant insulation 293
Power (amplifier) units 183 Refrigerant oil 273
Pressure differential device 412 Refrigerants 259
Pressure gauge, Bourdon 446 Refrigeration 256
Pressure gauge, refrigerator 263 Refrigeration cycles 261
Pressure measurement 444 Refrigeration, absorption 281
Pressurised FW system 377 Refrigerator compressors 268
Primary element 448 Relative humidity 286
Proof stress 12 Relay 456
Propeller 237 Remote engine control 469
Propeller, controllable pitch 237 Replacement policy 477
Propeller shaft 226, 230 Report writing 482
Propeller shaft and sterntube 232, 234 Resistance thermometer 442
Properties of materials 7 Retention system 390
Properties of refrigerants 259 Reynolds number 372
Proportional band 459 Rheostat 197
Proportional control 458 Roller bearing 244
P + I control 460 Rotary compressor 271
P + D control 462 Rotary vane steering unit 193
P + I + D control 460 Rubber 35
Psychrometric chart 289 Rudder motor 197
PTFE 35 Rules, evaporators 133
Pumps 350 Rules, fire appliances 340
Purge system 447 Rules, pipe systems 397
Purification of fuel oils 422 Rules, safety valves 92
Purification of lub oils 423 Rules, shafting 229
Purifier, self cleaning 421 Rules, steering gears 200
S Class One 508
Safety valve, full bore 98 Specimen question - answer 485
Safety valve, full lift 97 Stabiliser 201
Safety valve, improved Steam jet atomiser 81
high lift 93 Steam jetting 425
Safety valve rules 92 Steering gear control 182
Salinometer 163 Steering gear control
Sand casting 28 valve block 190
Saybolt scales 52 Steering gear, electric 196, 199
Scale formation 151 Steering gear, ram type 187, 192
Scale in evaporator 129 Steering gear rules 200
Scaling unit 454 Steering gear, single motor 199
Scotch boiler 114 Steering gear telemotor 178, 182
Screw compressor 272 Steering gear, vane type 193
Scuffing 431 Steering gears 175
Screw displacement pump 365 Steering gears, fail safe 195
Sea water analysis 150 Steering gears, types 186
Secondary element 448 Sterntube 232
Self cleaning purifier 421 Sterntube, oil lubricated 233
Sensor, flow 448 Sterntube, shaft 231
Sensor, level 447 Sterntube, water lubricated 232
Sensor, pressure 445 Stern gear, alternative 236
Sensor, temperature 440 Stern gear, withdrawable 236
Separation 414 Stone vapour boiler 126
Servo-mechanisms 186 Storage temperature, refrigerant 294
Set value 458 Streamline flow 371
Settling tank 404 Streamline lub oil filter 409
Sewage and sludge 390 Stress corrosion 143
Shafting alignment 212 Stresses, shafting 227
Shafting rules 224 Sub-cooled liquid 260
Shafting stresses 229 Suction head 368
Ship management 481 Sulphur 31
Ship maintenance costs 479 Supercavitation 369
Ship stabiliser 201 Superheat control, refrigerant 279
Sighting by light 213 Swirlyflo 112
Sighting by telescope 214
Signal media 456 T
Silicates 153 Table of metals and uses 36
Silicon 30 Tachometer 448
Silicon nitride 35 Tachometer, digital 449
Single motor steering gear 148 Technique, examination 486
Sinuflo 112 Telegraph (electrical) 464
Sludge incinerator 392 Telemeter (transducer) system 175
Smoke detector 307 Telemetering 452
Soda acid portable Telemotor, electrical 182
fire extinguisher 325 Telemotor fluid 179
Sodium chloride 150 Telemotor, hydraulic 175
Sodium nitrate 162 Temperature, dry and wet bulb 288
Sootblower 108 Temperature, fluid control 465
Specific humidity 286 Temperature measurement 440
Specimen examination papers- Temperature viscosity curves 54
Class Three 495 Tempering 23
Class Two 503 Tensile test 9
Class One 515 Terminology, control 457
Specimen examination questions Test, alkalinity 165
Class Three 491 Test, boiler water 163
Class Two 497 Test, chloride 166
Test, dissolved solids 163 Variable delivery pumps 183, 185,
Test examples 486 203
Test, hardness 12, 167 Vee block compressor 270
Test, oxygen 169 Venturi flow sensor 448
Test, phosphate 167 Vibration, axial 249
Test, sulphite 167 Vibration, damper 249
Testing of materials 9 Vibration, torsional 249
Testing of materials, Vibration, transverse 248
non-destructive 20 Vickers pyramid test 14
Thermal conductivity 294 Viscometer 53
Thermal conductivity type Viscosity 51
COl recorder 74 Viscosity control 83
Thermocouple 443 Viscosity index 54
Thermodynamic cycles, Viscosity scales 52
refrigeration 265 Volute casing 353
Thermometer, bi-metallic 441
Thermometer, filled system 440 W
Thermometer, mercury 440 Wallsend-Howden atomiser 80
Thermometer, resistance 441 Ward Leonard steering gear 196
Thermostatic expansion valve 279 Waste heat boiler 110
Thrust block 242 Waste heat boiler, Cochran 110
Thrust indicator 243 Water in oil test 61
Thrust shaft 230 Water level indicator-
Tilting gear, stabiliser 205 Plate type 103
Titanium 34 Remote type 104
Torsional vibration 249 Water lubricated sterntube 232
Torsionmeter 238 Water manometer 444
Toxic vapour concentration 86 Water purification 137
Transducer, electro-pneumatic 45 Water ring pump 363
Transmitter 176, 464 Water spray system 336
Transverse vibration 248 Water valve, automatic 280
Treatment of metals 23 Water washing 425
Treatment of metals, diagram 24 Wax element valve 466
Tubes, Scotch boiler 117 Weir pump 351
Turbine alignment 219 Weld preparation 41
Turning moment diagrams 227 Welding 35
Welding, blacksmith's forge 35
U Welding, butt 41
Ultimate tensile strength 11 Welding defects 40
Ultrasonic jet atomiser 81 Welding, downhand 41
Ultrasonic testing 22 Welding, heat affected zone 41
Unattended machinery spaces, Welding, resistance 37
safety 468 Wet bulb temperature 288
Usage of English 483 White metals 33
Work hardening 26
V Work study 474
Valve, bypass 177
Valve, diaphragm 463 X
Valve, reducing 127 X-ray 22
Valve block, steering gears ???
Vanadium 31 y
Vapour compression refrigeration Yield stress II
system 261 Young's modulus 12
Vapour concentration 86
Vaporising Iluids 312 Z
Vapour pressure 86 Zinc plates 148
d529
ADLARD COLES NAUTICAL
London
REED'S MARINE ENGINEERING SERIES
Vol. 1 MATHEMATICS
Vol. 2 APPLIED MECHANICS
Vol. 3 APPLIED HEAT
Vol. 4 NAVAL ARCHITECTURE
Vol. 5 SHIP CONSTRUCTION
Vol. 6 BASIC ELECTROTECHNOLOGY
Vol. 7 ADVANCED ELECTROTECHNOLOGY
Vol. 8 GENERAL ENGINEERING KNOWLEDGE
Vol. 9 STEAM ENGINEERING KNOWLEDGE
Vol. 10 INSTRUMENTATION AND CONTROL SYSTEMS
Vol. 11 ENGINEERING DRAWING
Vol. 12 MOTOR ENGINEERING KNOWLEDGE
REED'S ENGINEERING KNOWLEDGE FOR DECK OFFICERS

REED'S MATHS TABLES AND ENGINEERING FORMULAE
REED'S MARINE DISTANCE TABLES
REED'S OCEAN NAVIGATOR
REED'S SEXTANT SIMPLIFIED
REED'S SKIPPERS HANDBOOK
REED'S COMMERCIAL SALVAGE PRACTICE
REED'S MARITIME METEOROLOGY
SEA TRANSPORT - OPERATION AND ECONOMICS
These books are obtainable from all good Nautical Booksellers

or direct from:
Adlard Coles Nautical

A & C Black Publishers Ltd
Howard Road
Eaton Socon
St. Neots
Cambridgeshire
PE198EZ
tel: 01480 212 666 fax: 01480 405 014 www.adlardcoles.com

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REED'S

GENERAL ENGINEERING KNOWLEDGE

Extra First Class Engineers' Certificate

Extra First Class Engineers' Certificate

Copyright © Adlard Coles Nautical 2003

First published by Thomas Reed Publications 1966

All rights reserved. No part of this publication may be

A CIP catalogue record for this book is available from the

Printed and bound in Great Britain by MPG Books Ltd,

The object of this book is primarily to prepare students for the

CHAPTER 1- Materials PAGE

CHAPTER 2- Fuel Technology

CHAPTER 3- Boilers and Ancillaries

CHAPTER 4- Corrosion, Boiler Water

CHAPTER 5- Steering Gears

CHAPTER 8- Fire and Safety

CHAPTER 9- Pumps and Pumping

CHAPTER 10- Lubrication and Oil

CHAPTER 11- Instrumentation and Control

CHAPTER 12- Management

SPECIMEN EXAMINATION QUESTIONS (DTp)

Class 3 Miscellaneous 491-494

Class 2 Miscellaneous 497-502

Class 1 Miscellaneous 508-514

MANUFACTURE OF IRON AND STEEL

Combined Carbon 0.50/0 Manganese 0.5%

Open Hearth Process

Constituent When Melted070 6 to 20 hours later

Carbon 1.1 0.55

gas (blast furnace gas may contain 30% CO after cleaning)

withdrawn and the converter is first tilted to the metal pouring

cha rqinq "

Acid and Basic Processes

Cast iron is produced by remelting pig iron in a cupola (a

SIMPLE METALLURGY OF STEEL AND CAST IRON

Carbon can exist in two states, crystalline and non-crystalline.

form a hard brittle compound. This compound of iron and

] pear lite embedded

o 03 05 °/0 car bon 1.7 6·7

MICROSTRUCTURE VARIAnON WITH INCREASING

cooling rate. Grey or malleable cast iron is composed of pearlite

The choice of a material for use as an engineering component

DIAGRAM SHOWING EFFECT UPON MECHANICAL

Conditions could be simple or complex and hence in choosing,

Brittleness: Could therefore be defined as lack of ductility.

Malleability: Is a property similar to ductility. If a material can

Plasticity: If none of the strain in a stressed material

Hardness: A material's resistance to erosion or wear will

Strength: The greater the load which can be carried the

Toughness: A material's ability to sustain variable load

Other properties that may have to be considered depending

the component e.g. erosive, corrosive, fatigue , stresses, thermal ,

Destructive and non -destructive tests are carried out upon

gauge length to cross sectional area of specimen, is important,

straininq cylinder gauge length

NOMINAL STRESS-STRAIN DIAGRAM

In the tensile test the specimen is broken, after breakage the

· Final length - original length 100

Percentage elongation and percentage contraction of area are

Factor of Safety-this is defined as the ratio of working stress