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The Rolls-Royce Merlin is a British
liquid-cooled Liquid cooling refers to cooling by means of the convection or circulation of a liquid. Examples of liquid cooling technologies include: * Cooling by convection or circulation of coolant, including water cooling * Liquid cooling and ventilatio ...
V-12
piston A piston is a component of reciprocating engines, reciprocating pumps, gas compressors, hydraulic cylinders and pneumatic cylinders, among other similar mechanisms. It is the moving component that is contained by a cylinder and is made gas-tig ...
aero engine An aircraft engine, often referred to as an aero engine, is the power component of an aircraft propulsion system. Most aircraft engines are either piston engines or gas turbines, although a few have been rocket powered and in recent years many ...
of 27- litres (1,650  cu in) capacity. Rolls-Royce designed the engine and first ran it in 1933 as a private venture. Initially known as the PV-12, it was later called ''
Merlin Merlin ( cy, Myrddin, kw, Marzhin, br, Merzhin) is a mythical figure prominently featured in the legend of King Arthur and best known as a mage, with several other main roles. His usual depiction, based on an amalgamation of historic and le ...
'' following the company convention of naming its four-stroke piston aero engines after birds of prey. After several modifications, the first production variants of the PV-12 were completed in 1936. The first operational aircraft to enter service using the Merlin were the Fairey Battle, Hawker Hurricane and
Supermarine Spitfire The Supermarine Spitfire is a British single-seat fighter aircraft used by the Royal Air Force and other Allied countries before, during, and after World War II. Many variants of the Spitfire were built, from the Mk 1 to the Rolls-Royce Grif ...
. The Merlin remains most closely associated with the Spitfire and Hurricane, although the majority of the production run was for the four-engined Avro Lancaster heavy bomber. A series of rapidly-applied developments, brought about by wartime needs, markedly improved the engine's performance and durability. Starting at 1,000 hp for the first production models, most late war versions produced just under 1,800 hp, and the very latest version as used in the de Havilland Hornet over 2,000 hp. One of the most successful aircraft engines of the World War II era, some 50 versions of the Merlin were built by Rolls-Royce in
Derby Derby ( ) is a city and unitary authority area in Derbyshire, England. It lies on the banks of the River Derwent in the south of Derbyshire, which is in the East Midlands Region. It was traditionally the county town of Derbyshire. Derby gain ...
, Crewe and
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, as well as by Ford of Britain at their Trafford Park factory, near
Manchester Manchester () is a city in Greater Manchester, England. It had a population of 552,000 in 2021. It is bordered by the Cheshire Plain to the south, the Pennines to the north and east, and the neighbouring city of City of Salford, Salford to ...
. A de-rated version was also the basis of the Rolls-Royce/Rover Meteor tank engine. Post-war, the Merlin was largely superseded by the Rolls-Royce Griffon for military use, with most Merlin variants being designed and built for airliners and military transport aircraft. The Packard V-1650 was a version of the Merlin built in the United States. Production ceased in 1950 after a total of almost 150,000 engines had been delivered. Merlin engines remain in Royal Air Force service today with the Battle of Britain Memorial Flight, and power many restored aircraft in private ownership worldwide.


Design and development


Origin

In the early 1930s, Rolls-Royce started planning its future aero-engine development programme and realised there was a need for an engine larger than their 21-litre (1,296 cu in) Kestrel which was being used with great success in a number of 1930s aircraft. Consequently, work was started on a new -class design known as the PV-12, with PV standing for ''Private Venture, 12-cylinder'', as the company received no government funding for work on the project. The PV-12 was first run on 15 October 1933 and first flew in a Hawker Hart biplane (
serial number A serial number is a unique identifier assigned incrementally or sequentially to an item, to ''uniquely'' identify it. Serial numbers need not be strictly numerical. They may contain letters and other typographical symbols, or may consist en ...
''K3036'') on 21 February 1935.Lumsden 2003, p. 203. The engine was originally designed to use the evaporative cooling system then in vogue. This proved unreliable and when ethylene glycol from the U.S. became available, the engine was adapted to use a conventional liquid-cooling system. The Hart was subsequently delivered to Rolls-Royce where, as a Merlin testbed, it completed over 100 hours of flying with the Merlin C and E engines. In 1935, the Air Ministry issued a specification, F10/35, for new fighter aircraft with a minimum airspeed of . Fortunately, two designs had been developed: the
Supermarine Spitfire The Supermarine Spitfire is a British single-seat fighter aircraft used by the Royal Air Force and other Allied countries before, during, and after World War II. Many variants of the Spitfire were built, from the Mk 1 to the Rolls-Royce Grif ...
and the Hawker Hurricane; the latter designed in response to another specification, F36/34. Both were designed around the PV-12 instead of the Kestrel, and were the only contemporary British fighters to have been so developed. Production contracts for both aircraft were placed in 1936, and development of the PV-12 was given top priority as well as government funding. Following the company convention of naming its piston aero engines after birds of prey, Rolls-Royce named the engine the ''
Merlin Merlin ( cy, Myrddin, kw, Marzhin, br, Merzhin) is a mythical figure prominently featured in the legend of King Arthur and best known as a mage, with several other main roles. His usual depiction, based on an amalgamation of historic and le ...
'' after a small, Northern Hemisphere falcon (''Falco columbarius'').Gunston 1989, p. 137. Two more Rolls-Royce engines developed just prior to the war were added to the company's range. The
Rolls-Royce Peregrine The Rolls-Royce Peregrine was a , liquid-cooled V-12 aero engine designed and built by the British manufacturer Rolls-Royce in the late 1930s. It was essentially the ultimate development of the company's Kestrel engine, which had seen wide ...
was an updated,
supercharged In an internal combustion engine, a supercharger compresses the intake gas, forcing more air into the engine in order to produce more power for a given displacement. The current categorisation is that a supercharger is a form of forced indu ...
development of their V-12 Kestrel design, while the 42-litre (2,560 cu in) Rolls-Royce Vulture used four Kestrel-sized cylinder blocks fitted to a single crankcase and driving a common crankshaft, forming an X-24 layout. This was to be used in larger aircraft such as the Avro Manchester.Lumsden 2003, pp. 198–200. Although the Peregrine appeared to be a satisfactory design, it was never allowed to mature since Rolls-Royce's priority was refining the Merlin. As a result, the Peregrine saw use in only two aircraft: the Westland Whirlwind fighter and one of the Gloster F.9/37 prototypes. The Vulture was fitted to the Avro Manchester bomber, but proved unreliable in service and the planned fighter using it – the Hawker Tornado – was cancelled as a result. With the Merlin itself soon pushing into the range, the Peregrine and Vulture were both cancelled in 1943, and by mid-1943 the Merlin was supplemented in service by the larger Griffon. The Griffon incorporated several design improvements and ultimately superseded the Merlin.


Development

Initially the new engine was plagued with problems such as failure of the accessory gear trains and coolant jackets. Several different construction methods were tried before the basic design of the Merlin was set. Early production Merlins were unreliable: Common problems were cylinder head cracking, coolant leaks, and excessive wear to the camshafts and crankshaft main bearings.


Early engines

The prototype, developmental, and early production engine types were the: * PV-12 : The initial design using an evaporative cooling system. Two built, passed bench type testing in July 1934, generating 740 horsepower (552 kW) at equivalent. First flown 21 February 1935. * Merlin B : Two built, ethylene glycol liquid cooling system introduced. "Ramp"
cylinder head In an internal combustion engine, the cylinder head (often abbreviated to simply "head") sits above the cylinder (engine), cylinders and forms the roof of the combustion chamber. In sidevalve engines, the head is a simple sheet of metal; whereas ...
s ( inlet valves were at a 45-
degree Degree may refer to: As a unit of measurement * Degree (angle), a unit of angle measurement ** Degree of geographical latitude ** Degree of geographical longitude * Degree symbol (°), a notation used in science, engineering, and mathemati ...
angle to the cylinder). Passed Type Testing February 1935, generating 950 horsepower (708 kW) at equivalent. * Merlin C : Development of Merlin B; crankcase and cylinder blocks became three separate castings with bolt-on cylinder heads. First flight in
Hawker Horsley The Hawker Horsley was a British single-engined biplane bomber of the 1920s. It was the last all-wooden aircraft built by Hawker Aircraft, and served as a medium day bomber and torpedo bomber with Britain's Royal Air Force between 1926 and 1935 ...
21 December 1935, 950 horsepower (708 kW) at . * Merlin E : Similar to C with minor design changes. Passed 50-hour civil test in December 1935 generating a constant 955 horsepower (712 kW) and a maximum rating of 1,045 horsepower (779 kW). Failed military 100-hour test in March 1936. Powered the Supermarine Spitfire prototype.Lumsden 2003, p. 204. * Merlin F (Merlin I) : Similar to C and E. First flight in Horsley 16 July 1936.Morgan and Shacklady 2000, p. 610. This became the first production engine, and was designated as the Merlin I. The Merlin continued with the "ramp" head, but this was not a success and only 172 were made. The Fairey Battle I was the first production aircraft to be powered by the Merlin I and first flew on 10 March 1936. * Merlin G (Merlin II) : Replaced "ramp" cylinder heads with parallel pattern heads (valve stems parallel to the cylinder bore axis) scaled up from the Kestrel engine. 400-hour flight endurance tests carried out at
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July 1937; acceptance test 22 September 1937. It was first widely delivered as the 1,030-horsepower (770 kW) Merlin II in 1938, and production was quickly stepped up for Fairey Battle II. * Merlin III :Merlin II with standardised de Havilland/Rotol SBAC propeller shaft, and dual accessory-drive. 1,030-horsepower (770 kW) at 3,000 rpm at 10,250 feet at +6.5 lb boost. Formed basis for the Rolls-Royce/Rover Meteor tank engine * "Racing" Merlin :Racing engine for 1937/38 "
Speed Spitfire The Speed Spitfire was a Supermarine Spitfire Mk I, re-engined and modified for an attempt on the world air speed record. It was already outdated when it first flew in 1938 and, despite repeated modification, never attained a competitive performanc ...
" world speed record attempt. Merlin III with strengthened pistons, connecting rods, and gudgeon-pins, running on increased octane fuel, developed 2,160-horsepower (1,610 kW) at 3,200 rpm and +27 lb boost, a power/weight ratio of 0.621 lb per horsepower. Completed 15-hour endurance run at 1,800-horsepower (1,342 kW), 3,200 rpm at +22 lb boost. * Merlin IV :Merlin with pressure-water cooling for Armstrong Whitworth Whitley IV. * Merlin V :Merlin for Fairey Battle V. * Merlin VIII :Medium-supercharged Merlin developed for Fairey Fulmar I, rated 1,010-horsepower (754 kW) at 2,850 rpm at 6,750 feet, 1,080-horsepower (805 kW) at 3,000 rpm for take-off using 100-octane fuel. * Merlin X :First Merlin with two-speed supercharger, 1,145-horsepower (853 kW) in low gear at 5,250 feet, 1,010-horsepower (754 kW) in high gear at 17,750 feet. First of Rolls-Royce unitised " Power Plant" installation designs for this engine in 1937 and used in Handley Page Halifax I, Vickers Wellington II, and Armstrong Whitworth Whitley V and VII. * Merlin XII :Merlin fitted with 0.477:1 reduction gear installed in some Spitfire II's with three-bladed Rotol constant-speed propeller. Rated at 1,150-horsepower (857 kW) at 3,000 rpm at 14,000 feet. * Merlin XX :Merlin X with Stanley Hooker re-designed supercharger incorporating re-designed inlet and improved guide vanes on impeller with revised blower gear ratios; 8:15:1 for low gear, 9:49:1 for high gear. New larger SU twin choke updraught carburettor. Engine interchangeable with Merlin X. Rated at 1,240-horsepower (924 kW) at 2,850 rpm in low gear at 10,000 feet and +9 lb boost; 1,175-horsepower (876 kW) at 2,850 rpm in high gear at 17,500 feet at +9 lb boost. Revised Rolls-Royce unitised "Power Plant" installation design. Engine used in Bristol Beaufighter II, Boulton Paul Defiant II, Handley Page Halifax II and V, Hawker Hurricane II and IV, and Avro Lancaster I and III. First Merlin produced by Packard Motor Car Company as V-1650-1 and designated by Rolls-Royce as Merlin 28.


Production engines

The Merlin II and III series were the first main production versions of the engine. The Merlin III was the first version to incorporate a "universal" propeller shaft, allowing either de Havilland or Rotol manufactured propellers to be used. The first major version to incorporate changes brought about through experience in operational service was the XX, which was designed to run on 100-
octane Octane is a hydrocarbon and an alkane with the chemical formula , and the condensed structural formula . Octane has many structural isomers that differ by the amount and location of branching in the carbon chain. One of these isomers, 2,2,4-tri ...
fuel. This fuel allowed higher manifold pressures, which were achieved by increasing the boost from the centrifugal supercharger. The Merlin XX also utilised the two-speed superchargers designed by Rolls-Royce, resulting in increased power at higher altitudes than previous versions. Another improvement, introduced with the Merlin X, was the use of a 70%–30% water-glycol coolant mix rather than the 100% glycol of the earlier versions. This substantially improved engine life and reliability, removed the fire hazard of the flammable ethylene glycol, and reduced the oil leaks that had been a problem with the early Merlin I, II and III series.Fozard 1991, pp. 127, 165. The process of improvement continued, with later versions running on higher octane ratings, delivering more power. Fundamental design changes were also made to all key components, again increasing the engine's life and reliability. By the end of the war the "little" engine was delivering over 1,600 horsepower (1,200 kW) in common versions, and as much as 2,030 horsepower (1,540 kW) in the Merlin 130/131 versions specifically designed for the de Havilland Hornet. Ultimately, during tests conducted by Rolls-Royce at
Derby Derby ( ) is a city and unitary authority area in Derbyshire, England. It lies on the banks of the River Derwent in the south of Derbyshire, which is in the East Midlands Region. It was traditionally the county town of Derbyshire. Derby gain ...
, an RM.17.SM (the high altitude version of the Merlin 100-Series) achieved 2,640 horsepower (1,969 kW) at 36 lb boost (103"Hg) on 150-octane fuel with water injection. With the end of the war, work on improving Merlin power output was halted and the development effort was concentrated on civil derivatives of the Merlin. Development of what became the "Transport Merlin" (TML) commenced with the Merlin 102 (the first Merlin to complete the new civil type-test requirements) and was aimed at improving reliability and service overhaul periods for airline operators using airliner and transport aircraft such as the Avro Lancastrian, Avro York (Merlin 500-series), Avro Tudor II & IV (Merlin 621), Tudor IVB & V (Merlin 623), TCA Canadair North Star (Merlin 724) and BOAC Argonaut (Merlin 724-IC). By 1951 the time between overhauls (TBO) was typically 650–800 hours depending on use. By then single-stage engines had accumulated 2,615,000 engine hours in civil operation, and two-stage engines 1,169,000. In addition, an exhaust system to reduce noise levels to below those from ejector exhausts was devised for the North Star/Argonaut. This "cross-over" system took the exhaust flow from the inboard bank of cylinders up-and-over the engine before discharging the exhaust stream on the outboard side of the
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nacelle. As a result, sound levels were reduced by between 5 and 8 decibels. The modified exhaust also conferred an increase in horsepower over the unmodified system of , resulting in a 5 knot improvement in true air speed. Still-air range of the aircraft was also improved by around 4 per cent. The modified engine was designated the "TMO" and the modified exhaust system was supplied as kit that could be installed on existing engines either by the operator or by Rolls-Royce. Power ratings for the civil Merlin 600, 620, and 621-series was continuous cruising at , and for take-off. Merlins 622–626 were rated at continuous cruising at , and for take-off. Engines were available with single-stage, two-speed supercharging (500-series), two-stage, two-speed supercharging (600-series), and with full intercooling, or with half intercooling/charge heating, charge heating being employed for cold area use such as in Canada. Civil Merlin engines in airline service flew 7,818,000 air miles in 1946, 17,455,000 in 1947, and 24,850,000 miles in 1948.


Basic component overview (Merlin 61)

''From Jane's'': ;Cylinders :Twelve cylinders consisting of high-carbon steel liners set in two, two-piece cylinder blocks of cast " R.R.50" aluminium alloy having separate heads and skirts. Wet liners, ie. coolant in direct contact with external face of liners. Cylinder heads fitted with cast-iron inlet valve guides, phosphor bronze exhaust valve guides, and renewable "Silchrome" steel-alloy valve seats. Two diametrically opposed
spark plug A spark plug (sometimes, in British English, a sparking plug, and, colloquially, a plug) is a device for delivering electric current from an ignition system to the combustion chamber of a spark-ignition engine to ignite the compressed fuel/air ...
s protrude into each combustion chamber. ;Pistons :Machined from " R.R.59" alloy forgings. Fully floating hollow gudgeon pins of hardened nickel-chrome steel. Three compression and one oil-control ring above the gudgeon pin, and one oil-control ring below. ;Connecting rods :H-section machined nickel-steel forgings, each pair consisting of a plain and a forked
rod Rod, Ror, Ród, Rőd, Rød, Röd, ROD, or R.O.D. may refer to: Devices * Birch rod, made out of twigs from birch or other trees for corporal punishment * Ceremonial rod, used to indicate a position of authority * Connecting rod, main, coupling, ...
. The forked rod carries a nickel-steel bearing block which accommodates steel-backed lead-bronze-alloy bearing shells. The "small-end" of each rod houses a floating phosphor bronze bush. ;Crankshaft :One-piece, machined from a nitrogen-hardened nickel-chrome
molybdenum Molybdenum is a chemical element with the symbol Mo and atomic number 42 which is located in period 5 and group 6. The name is from Neo-Latin ''molybdaenum'', which is based on Ancient Greek ', meaning lead, since its ores were confused with lea ...
steel forging. Statically and dynamically balanced. Seven main bearings and six throws. ;Crankcase :Two aluminium-alloy castings joined together on the horizontal centreline. The upper portion bears the wheelcase, supercharger and accessories; and carries the cylinder blocks, crankshaft main bearings (split mild-steel shells lined with lead bronze alloy), and part of the housing for the airscrew reduction gear. The lower half forms an oil sump and carries the oil pumps and filters. ;Wheelcase :Aluminium casting fitted to rear of crankcase. Houses drives to the camshafts,
magnetos A magneto is an electrical generator that uses permanent magnets to produce periodic pulses of alternating current. Unlike a dynamo, a magneto does not contain a commutator to produce direct current. It is categorized as a form of alternator ...
, coolant and oil pumps,
supercharger In an internal combustion engine, a supercharger compresses the intake gas, forcing more air into the engine in order to produce more power for a given displacement. The current categorisation is that a supercharger is a form of forced induct ...
, hand and electric starters, and the electric generator. ;Valve gear :Two inlet and two exhaust
poppet valve A poppet valve (also called mushroom valve) is a valve typically used to control the timing and quantity of gas or vapor flow into an engine. It consists of a hole or open-ended chamber, usually round or oval in cross-section, and a plug, usual ...
s of "K.E.965" steel per cylinder. Both the inlet and exhaust valves have hardened "
stellite Stellite is a range of cobalt-chromium alloys designed for wear resistance. The alloys may also contain tungsten or molybdenum and a small, but important, amount of carbon. History Stellite is a trademarked name of Kennametal Inc. Prior to tha ...
d" ends; while the exhaust valves also have sodium-cooled stems, and heads protected with a " Brightray" (nickel-chromium) coating. Each valve is kept closed by a pair of concentric coil-springs. A single, seven-bearing camshaft, located on the top of each cylinder head operates 24 individual steel rockers; 12 pivoting from a rocker shaft on the inner, intake side of the head to actuate the exhaust valves, the others pivoting from a shaft on the exhaust side of the head to actuate the inlet valves.


Technical improvements

Most of the Merlin's technical improvements resulted from more efficient
supercharger In an internal combustion engine, a supercharger compresses the intake gas, forcing more air into the engine in order to produce more power for a given displacement. The current categorisation is that a supercharger is a form of forced induct ...
s, designed by Stanley Hooker, and the introduction of aviation fuel with increased
octane rating An octane rating, or octane number, is a standard measure of a Liquid fuel, fuel's ability to withstand Compression ratio, compression in an internal combustion engine without Engine knocking, detonating. The higher the octane number, the more comp ...
s. Numerous detail changes were made internally and externally to the engine to withstand increased power ratings and to incorporate advances in engineering practices.


=Ejector exhausts

= The Merlin consumed an enormous volume of air at full power (equivalent to the volume of a single-decker bus per minute), and with the exhaust gases exiting at 1,300 mph (2,100 km/h) it was realised that useful
thrust Thrust is a reaction force In physics, a force is an influence that can change the motion of an object. A force can cause an object with mass to change its velocity (e.g. moving from a state of rest), i.e., to accelerate. Force can al ...
could be gained simply by angling the gases backwards instead of venting sideways. During tests, 70 pounds-force (310 N; 32  kgf) thrust at , or roughly 70 horsepower (52 kW) was obtained which increased the level maximum speed of the Spitfire by to . The first versions of the ejector exhausts featured round outlets, while subsequent versions of the system used "fishtail" style outlets which marginally increased thrust and reduced exhaust glare for night flying. In September 1937 the Spitfire prototype, '' K5054,'' was fitted with ejector type exhausts. Later marks of the Spitfire used a variation of this exhaust system fitted with forward-facing intake ducts to distribute hot air out to the wing-mounted guns to prevent freezing and stoppages at high altitudes, replacing an earlier system that used heated air from the engine coolant radiator. The latter system had become ineffective due to improvements to the Merlin itself which allowed higher operating altitudes where air temperatures are lower. Ejector exhausts were also fitted to other Merlin-powered aircraft.


=Supercharger

= Central to the success of the Merlin was the supercharger. A.C. Lovesey, an engineer who was a key figure in the design of the Merlin, delivered a lecture on the development of the Merlin in 1946; in this extract he explained the importance of the supercharger: As the Merlin evolved so too did the supercharger; the latter fitting into three broad categories:Lumsden 2003, p. 201. # Single-stage, single-speed gearbox: Merlin I to III, XII, 30, 40, and 50 series (1937–1942). # Single-stage, two-speed gearbox: experimental Merlin X (1938), production Merlin XX (1940–1945). # Two-stage, two-speed gearbox with
intercooler An intercooler is a heat exchanger used to cool a gas after compression. Often found in turbocharged engines, intercoolers are also used in air compressors, air conditioners, refrigeration and gas turbines. Internal combustion engines Mo ...
: mainly Merlin 60, 70, and 80 series (1942–1946). The Merlin supercharger was originally designed to allow the engine to generate maximum power at an altitude of about . In 1938 Stanley Hooker, an Oxford graduate in applied mathematics, explained "... I soon became very familiar with the construction of the Merlin supercharger and carburettor ... Since the supercharger was at the rear of the engine it had come in for pretty severe design treatment, and the air intake duct to the impeller looked very squashed ..." Tests conducted by Hooker showed the original intake design was inefficient, limiting the performance of the supercharger. Hooker subsequently designed a new air intake duct with improved flow characteristics which increased maximum power at a higher altitude of over ; and also improved the design of both the impeller, and the diffuser which controlled the airflow to it. These modifications led to the development of the single-stage Merlin XX and 45 series. A significant advance in supercharger design was the incorporation in 1938 of a two-speed drive (designed by the French company Farman) to the impeller of the Merlin X. The later Merlin XX incorporated the two-speed drive as well as several improvements that enabled the production rate of Merlins to be increased. The low-ratio gear, which operated from takeoff to an altitude of , drove the impeller at 21,597 rpm and developed 1,240 horsepower (925 kW) at that height; while the high gear's (25,148 rpm) power rating was 1,175 horsepower (876 kW) at . These figures were achieved at 2,850 rpm engine speed using +9
pounds per square inch The pound per square inch or, more accurately, pound-force per square inch (symbol: lbf/in2; abbreviation: psi) is a unit of pressure or of stress based on avoirdupois units. It is the pressure resulting from a force of one pound-force applied ...
(1.66  atm) (48") boost. In 1940, after receiving a request in March of that year from the
Ministry of Aircraft Production Ministry may refer to: Government * Ministry (collective executive), the complete body of government ministers under the leadership of a prime minister * Ministry (government department), a department of a government Religion * Christian ...
for a high-rated () Merlin for use as an alternative engine to the turbocharged Hercules VIII used in the prototype high-altitude Vickers Wellington V bomber, Rolls-Royce started experiments on the design of a two-stage supercharger and an engine fitted with this was bench-tested in April 1941, eventually becoming the Merlin 60. The basic design used a modified Vulture supercharger for the first stage while a Merlin 46 supercharger was used for the second.Lovesey 1946, p. 220. A liquid-cooled
intercooler An intercooler is a heat exchanger used to cool a gas after compression. Often found in turbocharged engines, intercoolers are also used in air compressors, air conditioners, refrigeration and gas turbines. Internal combustion engines Mo ...
on top of the supercharger casing was used to prevent the compressed air/fuel mixture from becoming too hot. Also considered was an exhaust-driven turbocharger but, although a lower fuel consumption was an advantage the added weight and the need to add extra ducting for the exhaust flow and waste-gates, meant that this option was rejected in favour of the two-stage supercharger.Lovesey 1946, p. 219. Fitted with the two-stage two-speed supercharger, the Merlin 60 series gained 300 horsepower (224 kW) at over the Merlin 45 series, at which altitude a Spitfire IX was nearly faster than a Spitfire V. The two-stage Merlin family was extended in 1943 with the Merlin 66 which had its supercharger geared for increased power ratings at low altitudes, and the Merlin 70 series that were designed to deliver increased power at high altitudes. While the design of the two-stage supercharger forged ahead, Rolls-Royce also continued to develop the single-stage supercharger, resulting in 1942 in the development of a smaller "cropped" impeller for the Merlin 45M and 55M; both of these engines developed greater power at low altitudes. In squadron service the LF.V variant of the Spitfire fitted with these engines became known as the "clipped, clapped, and cropped Spitty" to indicate the shortened
wingspan The wingspan (or just span) of a bird or an airplane is the distance from one wingtip to the other wingtip. For example, the Boeing 777–200 has a wingspan of , and a wandering albatross (''Diomedea exulans'') caught in 1965 had a wingspan ...
, the less-than-perfect condition of the used
airframe The mechanical structure of an aircraft is known as the airframe. This structure is typically considered to include the fuselage, undercarriage, empennage and wings, and excludes the propulsion system. Airframe design is a field of aero ...
s, and the cropped supercharger impeller.


=Carburettor developments

= The use of carburettors was calculated to give a higher specific power output, due to the lower temperature, hence greater density, of the fuel/air mixture compared to injected systems. However, the Merlin's float controlled carburettor meant that if Spitfires or Hurricanes were to pitch nose down into a steep dive, negative ''g''-force (''g'') produced temporary fuel starvation causing the engine to cut-out momentarily. By comparison, the contemporary
Bf 109E Due to the Messerschmitt Bf 109's versatility and time in service with the German and foreign air forces, numerous variants were produced in Germany to serve for over eight years with the Luftwaffe. Additional variants were produced abroad tota ...
, which had direct fuel injection, could "bunt" straight into a high-power dive to escape attack. RAF fighter pilots soon learned to avoid this with a "half-roll" of their aircraft before diving in pursuit. A restrictor in the fuel supply line together with a diaphragm fitted in the float chamber, jocularly nicknamed " Miss Shilling's orifice", after its inventor, went some way towards curing fuel starvation in a dive by containing fuel under negative G; however, at less than maximum power a fuel-rich mixture still resulted. Another improvement was made by moving the fuel outlet from the bottom of the S.U. carburettor to exactly halfway up the side, which allowed the fuel to flow equally well under negative or positive g. Further improvements were introduced throughout the Merlin range: 1943 saw the introduction of a Bendix-Stromberg pressure carburettor that injected fuel at 5
pounds per square inch The pound per square inch or, more accurately, pound-force per square inch (symbol: lbf/in2; abbreviation: psi) is a unit of pressure or of stress based on avoirdupois units. It is the pressure resulting from a force of one pound-force applied ...
(34  kPa; 0.34
bar Bar or BAR may refer to: Food and drink * Bar (establishment), selling alcoholic beverages * Candy bar * Chocolate bar Science and technology * Bar (river morphology), a deposit of sediment * Bar (tropical cyclone), a layer of cloud * Bar (un ...
) through a nozzle directly into the supercharger, and was fitted to Merlin 66, 70, 76, 77 and 85 variants. The final development, which was fitted to the 100-series Merlins, was an S.U. injection carburettor that injected fuel into the supercharger using a fuel pump driven as a function of crankshaft speed and engine pressures.


=Improved fuels

= At the start of the war, the Merlin I, II and III ran on the then standard 87-octane
aviation spirit Aviation fuels are petroleum-based fuels, or petroleum and synthetic fuel blends, used to power aircraft. They have more stringent requirements than fuels used for ground use, such as heating and road transport, and contain additives to enhan ...
and could generate just over 1,000 horsepower (750 kW) from its 27-litre (1,650- cu in) displacement: the maximum
boost Boost, boosted or boosting may refer to: Science, technology and mathematics * Boost, positive manifold pressure in turbocharged engines * Boost (C++ libraries), a set of free peer-reviewed portable C++ libraries * Boost (material), a material b ...
pressure at which the engine could be run using 87-octane fuel was +6 pounds per square inch (141 kPa; 1.44  atm). However, as early as 1938, at the 16th Paris Air Show, Rolls-Royce displayed two versions of the Merlin rated to use 100-octane fuel. The Merlin R.M.2M was capable of 1,265 horsepower (943 kW) at 7,870 feet (2,400 m), 1,285 horsepower (958 kW) at 9,180 feet (2,800 m) and 1,320 horsepower (984 kW) on take-off; while a Merlin X with a two-speed supercharger in high gear generated 1,150 horsepower (857 kW) at 15,400 feet (4,700 m) and 1,160 horsepower (865 kW) at 16,730 feet (5,100 m). From late 1939, 100-octane fuel became available from the U.S., West Indies,
Persia Iran, officially the Islamic Republic of Iran, and also called Persia, is a country located in Western Asia. It is bordered by Iraq and Turkey to the west, by Azerbaijan and Armenia to the northwest, by the Caspian Sea and Turkme ...
, and, in smaller quantities, domestically, consequently, "... in the first half of 1940 the RAF transferred all Hurricane and Spitfire squadrons to 100 octane fuel." Small modifications were made to Merlin II and III series engines, allowing an increased (emergency) boost pressure of +12 pounds per square inch (183 kPa; 1.85 atm). At this power setting these engines were able to produce 1,310 horsepower (977 kW) at while running at 3,000 revolutions per minute.Gunston, p. 144. Increased boost could be used indefinitely as there was no mechanical time limit mechanism, but pilots were advised not to use increased boost for more than a maximum of five minutes, and it was considered a "definite overload condition on the engine"; if the pilot resorted to emergency boost he had to report this on landing, when it was noted in the engine log book, while the engineering officer was required to examine the engine and reset the throttle gate. Later versions of the Merlin ran only on 100-octane fuel, and the five-minute combat limitation was raised to +18 pounds per square inch (224 kPa; 2.3 atm). In late 1943 trials were run of a new "100/150" grade (150-octane) fuel, recognised by its bright-green colour and "awful smell". Initial tests were conducted using of tetraethyllead (T.E.L.) for every one imperial gallon of 100-octane fuel (or 1.43 cc/L or 0.18 U.S. fl oz/U.S. gal), but this mixture resulted in a build-up of lead in the combustion chambers, causing excessive fouling of the
spark plug A spark plug (sometimes, in British English, a sparking plug, and, colloquially, a plug) is a device for delivering electric current from an ignition system to the combustion chamber of a spark-ignition engine to ignite the compressed fuel/air ...
s. Better results were achieved by adding 2.5% mono methyl aniline (M.M.A.) to 100-octane fuel. The new fuel allowed the five-minute boost rating of the Merlin 66 to be raised to +25 pounds per square inch (272 kPa; 2.7 atm).Price 1982. p. 170. With this boost rating the Merlin 66 generated 2,000 hp (1,491 kW) at sea level and 1,860 hp (1,387 kW) at . Starting in March 1944, the Merlin 66-powered Spitfire IXs of two Air Defence of Great Britain (ADGB) squadrons were cleared to use the new fuel for operational trials, and it was put to good use in the summer of 1944 when it enabled Spitfire L.F. Mk. IXs to intercept V-1 flying bombs coming in at low altitudes. 100/150 grade fuel was also used by Mosquito night fighters of the ADGB to intercept V-1s. In early February 1945, Spitfires of the Second Tactical Air Force (2TAF) also began using 100/150 grade fuel.Berger and Street 1994. p. 199. This fuel was also offered to the USAAF where it was designated "PPF 44-1" and informally known as "Pep".


Production

Production of the Rolls-Royce Merlin was driven by the forethought and determination of Ernest Hives, who at times was enraged by the apparent complacency and lack of urgency encountered in his frequent correspondence with the Air Ministry, the
Ministry of Aircraft Production Ministry may refer to: Government * Ministry (collective executive), the complete body of government ministers under the leadership of a prime minister * Ministry (government department), a department of a government Religion * Christian ...
and local authority officials. Hives was an advocate of shadow factories, and, sensing the imminent outbreak of war, pressed ahead with plans to produce the Merlin in sufficient numbers for the rapidly expanding Royal Air Force. Despite the importance of uninterrupted production, several factories were affected by
industrial action Industrial action (British English) or job action (American English) is a temporary show of dissatisfaction by employees—especially a strike action, strike or slowdown or working to rule—to protest against bad working conditions or low pay a ...
. By the end of its production run in 1950, 168,176 Merlin engines had been built; over 112,000 in Britain and more than 55,000 under licence in the U.S.


Derby

The existing Rolls-Royce facilities at Osmaston, Derby were not suitable for mass engine production although the floor space had been increased by some 25% between 1935 and 1939; Hives planned to build the first two- or three hundred engines there until engineering teething troubles had been resolved. To fund this expansion, the Air Ministry had provided a total of £1,927,000 by December 1939. Having a workforce that consisted mainly of design engineers and highly skilled men, the Derby factory carried out the majority of development work on the Merlin, with flight testing carried out at nearby
RAF Hucknall Hucknall, formerly Hucknall Torkard, is a market town in the Ashfield district of Nottinghamshire, England. It lies 7 miles north of Nottingham, 7 miles south-east of Kirkby-in-Ashfield, 9 miles from Mansfield and 10 miles south of Sutton-in ...
. All the Merlin-engined aircraft taking part in the Battle of Britain had their engines assembled in the Derby factory. Total Merlin production at Derby was 32,377.Gunston 2006, p. 190. The original factory closed in March 2008, but the company maintains a presence in Derby.


Crewe

To meet the increasing demand for Merlin engines, Rolls-Royce started building work on a new factory at Crewe in May 1938, with engines leaving the factory in 1939. The Crewe factory had convenient road and rail links to their existing facilities at Derby. Production at Crewe was originally planned to use unskilled labour and
sub-contractor A subcontractor is an individual or (in many cases) a business that signs a contract to perform part or all of the obligations of another's contract. Put simply the role of a subcontractor is to execute the job they are hired by the contractor f ...
s with which Hives felt there would be no particular difficulty, but the number of required sub-contracted parts such as crankshafts, camshafts and cylinder liners eventually fell short and the factory was expanded to manufacture these parts "in house". Initially the local authority promised to build 1,000 new houses to accommodate the workforce by the end of 1938, but by February 1939 it had only awarded a contract for 100. Hives was incensed by this complacency and threatened to move the whole operation, but timely intervention by the Air Ministry improved the situation. In 1940 a strike took place when women replaced men on capstan lathes, the workers' union insisting this was a skilled labour job; however, the men returned to work after 10 days. Total Merlin production at Crewe was 26,065. The factory was used postwar for the production of Rolls-Royce and Bentley motor cars and military fighting vehicle power plants. In 1998 Volkswagen AG bought the Bentley marque and the factory. Today it is known as Bentley Crewe.


Glasgow

Hives further recommended that a factory be built near
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to take advantage of the abundant local work force and the supply of steel and forgings from Scottish manufacturers. In September 1939, the