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Zheng Ma
General Motors Co.
Author:Gilligan-SID:12381-GUID:35778931-140.124.35.86
Licensed to National Taipei University of Technology
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considered to contribute little to the total oil consumption in groove relative axial or radial motion, and ring twist [6]. The
today's spark ignition engines [1]. Since the intake valves of a groove oil flow caused by gas flow dragging was found to be
deactivated cylinder are closed, the oil mist enters the intake only significant when ring flutter occurred [6]. The rate of the
manifold system through crankcase ventilation system is also ring/groove transport oil mainly depends on the oil
unable to enter the combustion chamber during the cylinder availability and the relative motion between the ring and the
deactivation period. Therefore, in this paper, characteristic of piston [6, 8]. Because oil is supplied at the bottom of the ring
oil transport and oil accumulation in a cylinder deactivation pack, more oil is always supplied at the bottom than at the top
mode through the piston ring path are analyzed. Suggestions of the piston lands and the ring grooves. Consequently, the
to reduce the oil transport to the combustion chamber in a net oil transport due to the ring pumping/squeezing process is
deactivated cylinder are discussed. toward the combustion chamber [8]. A negative ring twist
generates adverse oil-pumping effect which pumps the oil
A REVIEW OF MECHANISMS OF into the upper piston region [9]. The rate at which oil is
supplied to the clearance of the groove mainly depends on the
OIL TRANSPORT VIA PISTON RINGS amount of oil available in front of the ring groove clearance.
IN FIRED CYLINDERS The quantity of oil flowing into the ring grooves appeared to
be mostly determined by the amount of oil that may
Lubrication oil from the crankcase can be transported through
accumulate in the vicinity of the ring groove clearance at the
the piston ring pack into the combustion chamber by a few
time of the ring lift and/or the piston lateral motion [8].
means. One way is the oil film left on the cylinder wall and
During many engine tests, a sudden increase of the amount of
the top flank of the top compression ring through ring motion
oil on the second land was found to result in a significant
and oil scraping. Larger and higher order bore distortion [2],
increase of the oil flow through the top ring groove [8]. The
lower gas pressure, smaller ring tension and higher piston
squeezing action of the oil control ring was observed to be
speed lead to thicker oil film. The excessive oil scraped off
one of the main mechanisms of oil supply to the third land
the cylinder wall by a ring accumulates on the front side of
[8].
the ring and can be further transported to the ring groove and
the piston land next to the ring [6,7,8].
Two abnormal dynamic behaviors of piston rings, i.e. ring
flutter and ring collapse, have significant impacts on gas
Oil as liquid or mist was also found to transport through the
flows and oil transport [9]. Ring flutter is defined as the
ring gaps driven by the gas flow and the inertial force
phenomenon that the ring oscillates up and down inside the
[3,4,5,6,7]. The ring gaps were observed to be the main
groove several times within a portion of an engine cycle [9].
passage through which oil is transported to the upper piston
Top ring flutter can create tremendous blow-by and
ring pack onto the top land [3, 5, 7]. The third land was found
subsequent oil consumption problems through the positive
to contain a substantial amount of oil at all engine running
crankcase ventilation system [9]. When the reverse ring
conditions and in every stroke [7]. To the contrast, large
flutter happens, the reverse gas flow through the top ring
differences on the amount of 2nd land oil were observed from
groove may drive the oil into the combustion chamber from
stroke to stroke due to the oil flow through the 2nd ring gap
the second land and the top ring groove and cause high oil
[3]. Over the whole range of engine operating conditions, the
consumption [9]. Ring collapse happens when the ring is
major mechanism of oil transport toward the crankcase was
pushed inwards and gas directly leaks through the ring/liner
found to be the dragging action of the blow-by gases [8].
interface. During ring radial collapse, the gas directly flows
Blow-by gas was found to carry oil along with the gas stream
to the lower land through the ring-liner interface.
around the circumference of the piston lands from one gap to
Subsequently, the gas flows from the lower land into the ring
another [6]. The rate of oil transport to the ring gaps was
groove and may carry oil with it at the same time. Thus, the
found to depend on the average oil film thickness on the
gas flow induced from ring radial collapse may have an
piston lands and on the cumulative volumetric blow-by gas
adverse effect on oil consumption [9].
flow rate [1]. Oil can be transported through the top ring gap
with the reverse gas flow from the second land when the
The amount of the oil on the piston lands is strongly related
second land pressure is greater than the cylinder pressure
to the engine load or the combined effect of the blow-by and
during the intake stroke, the late part of expansion and early
reverse blow-by gas in the engine cycle to the oil transport
exhaust strokes [1]. Above a minimum engine speed, oil can
[4,5]. Much more oil was observed on the piston lands at
also flow through a ring gap driven by the inertia force which
close throttle conditions than at wide open throttle conditions
overpowers the surface tension force trying to keep the liquid
[4,5]. Decreasing engine load generally decreases the blow-
oil in the ring gap [7].
by flow, and therefore the oil removal from the piston to the
crankcase. At the same time, the overall reverse gas flow rate
Oil was also found to be transported in and out of the ring
through the top ring gap increases as engine load is
grooves due to ring pumping and squeezing actions, gas flow
decreased. The combination of increased oil accumulation on
dragging and ring/groove shearing motion as a result of ring/
the second land with the increase of reverse gas flows
Author:Gilligan-SID:12381-GUID:35778931-140.124.35.86
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through the top ring gap would result in greater oil flow rates travels increases whenever additional oil is supplied to the
into the combustion chamber. As a result, the mass per engine top land through the top ring groove and the top ring gap [8].
cycle rate of oil transport through the piston-ring-pack into
the combustion chamber is highest at 0% load and decreases There are other important factors influencing ring pack oil
along with increased load [1]. At engine loads higher than transport. Increased engine speed or increased engine load
50% load little oil is present on the second land to be would increase the thermal loading on the engine and result
transported, therefore oil consumption due to oil transport in higher temperatures of the piston and the liner hence lower
through the piston was found to vary little with engine load oil viscosity [1]. Also, when rotational movement of a piston
[1]. was larger, the amount of the oil drawn up into the
combustion chamber also tended to be greater due to oil
On the piston land, oil is observed to be distributed axially by control ring losing its oil control ability [5].
the inertia force and circumferentially by the gas flow inside
the piston land [3,6]. Increasing engine speed causes higher OIL TRANSPORT VIA PISTON RINGS
inertial forces acting on the accumulated oil on the piston
land which is expected to increase oil flow in the axial IN A DEACTIVATED CYLINDER
direction [1]. The oil on the top land was observed to move
upward into the combustion chamber near TDC (Top Dead
CYLINDER GAS PRESSURE IN A
Center) by the inertia [3]. The oil displacement on piston land DEACTIVATED CYLINDER
was found to depend on the engine speed and the oil In a deactivated cylinder, the intake and exhaust valves are
accumulation volume [6, 7, 8]. A faster engine speed was closed throughout the engine cycles. The gas inside the
found to induce the oil transport earlier in an engine cycle [7]. cylinder is sealed and compressed with the pistons upstroke
A minimum volume of oil was found to be required on the and decompressed with the pistons down stroke. The only gas
second land for the oil to reach the vicinity of the top ring flows able to go in and out of the cylinder chamber have to
groove [8]. If the amount of oil accumulated on the second go through the leakage paths, mainly through the ring gaps
land is below this threshold, oil will not be able to reach the and the clearances among the piston, the piston rings and the
top ring. In addition, an increasing engine speed would cylinder bore.
decrease the average blow-by gas flow rate per engine cycle.
The reduced blow-by gas flow results in less removal of oil
from the piston land to the crankcase [1]. Therefore, with the
increase of engine speed, more oil accumulation is expected
in the upper piston regions due to the decrease of blow-by
and the increase of inertia oil transport on the piston [1]. The
substantial amount of oil on the third land makes the inertia a
dominative driving force of the oil transport of the third land
oil [7].
Author:Gilligan-SID:12381-GUID:35778931-140.124.35.86
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Author:Gilligan-SID:12381-GUID:35778931-140.124.35.86
Licensed to National Taipei University of Technology
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shows the simulated top ring groove gas pressure of a firing the clearance between the top ring sliding surface and the
and a deactivated cylinder during the intake and the bore surfaces in the entrance of the oil flow is always fully
compression strokes. Figure 4(b) shows the simulated non- flooded with oil during the down-stroke. The actual oil
conformed area between the distorted cylinder bore and the scraping rate in the engine is only a fraction of the numbers
conformed top ring. This non-conformed area between the shown in the figure dependent on the oil availability in front
bore surface and the ring sliding surface is plotted at the of the clearance around the top ring circumferentially.
different bore axial locations. The shape of the conformed top
ring inside the distorted cylinder bore is calculated by a ring/
bore conforming analysis tool developed by the author and a
sample is plotted in Figure 4(c) when the top ring is at the
TDC (top dead center) during the intake stroke of the firing
cylinder. In the intake stroke of the firing cylinder, the ring
travels downward and the groove gas pressure acting behind
the ring is very low. The ring is not able to conform to the
distorted bore very well so that the area between the ring and
the bore, or the oil film left on the cylinder wall after the ring
passing, is large as shown in Figure 4(b). In the following
compression stroke, the upward moving ring is forced by the
higher groove gas pressure and conforms to the distorted bore
much better than the intake stroke on the upper portion of the
bore. Therefore the clearance area between the ring and the
bore is much smaller shown in Figure 4(b). Since the oil film
in front of the top ring during an up-stroke is the one left at Figure 5. Calculated rate of scraped oil into cylinder
the location by the top ring itself in the previous stroke, the chamber in deactivated cylinder and firing cylinder
excessive oil is scraped off the cylinder wall and accumulated
at the upper flank of the top ring. The area between the two In a firing cylinder, a large portion of the oil film entering the
solid lines in Figure 4(b) provides the calculated volume of cylinder chamber is combusted in the engine cycle. In the
the up-scraped oil by the top ring in the firing cylinder deactivated cylinder, however, the scraped oil entering the
assuming that the clearance between the top ring sliding cylinder chamber, although much less than the firing
surface and the bore surfaces is always fully flooded with oil cylinder, would accumulate without combustion. The longer
during the down-stroke. Similarly the area between the two duration of the deactivation time and the higher engine speed
dotted lines gives the calculated volume of the oil up-scraped during the cylinder deactivation mode would cause more oil
by the top ring in one upward stroke in the deactivated accumulation inside the cylinder chamber due to the top ring
cylinder. Although the gas pressure difference between the oil scraping.
up-stroke and the down-stroke in the deactivated cylinder is
very small, the difference of the non-conformed ring/bore
area is shown in the upper portion of the cylinder bore.
OIL FLOWING INTO CYLINDER
Comparing the pressure difference and the corresponding CHAMBER THROUGH RING END GAP
non-conformed ring/bore area in Figure 4(a) and (b), it can be Unlike in a firing cylinder, there is no combustion gas
seen that the non-conformed ring/bore area is more sensitive pressure in a deactivated cylinder to form strong downward
to the low gas pressure than the high gas pressure. The reason blow-by gas flow forcing the oil from the upper piston
is that the ring becomes stiffer when the non-conformed ring regions toward the crankcase. To make things worse, the
segments become shorter as the load increases. cylinder is under a vacuum condition for more than twice as
long as in a firing cylinder. As a result, the top land pressure
Figure 5 shows the comparison of the calculated rate of the is lower than the 2nd land pressure in a deactivated cylinder
scraped-oil between the deactivated cylinder and the firing for more than half the cycle, as shown in Figure 3. When this
cylinder. Unlike the firing cylinder, the deactivated cylinder happens, the gas flow blows upward through the top ring end
has two strokes instead of one in one engine cycle in which gap and forces oil into the combustion chamber. To the
the oil is upward scraped off the cylinder bore. In the firing contrast, in a firing cylinder only the intake stroke creates
cylinder, since the top ring groove gas pressure of the cylinder vacuum hence much less time for the reverse gas
expansion stroke is larger than that of the exhaust stroke, the flow to blow up the oil into the combustion chamber.
top ring conforms better to the bore during the down-stroke Therefore there is a longer time in a deactivated cylinder for
than the up-stroke hence no upward oil scraping. The oil oil to flow upward into the combustion chamber through the
scraping rate of the deactivated cylinder is much smaller than top ring gap due to the longer reverse blow-by time in an
that of the firing cylinder. It should be noticed that the oil engine cycle. In addition, the downward blow-by gas flow is
scraping rate shown in Figure 5 is based the assumption that much weaker and occupies less time of an engine cycle so
Author:Gilligan-SID:12381-GUID:35778931-140.124.35.86
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that less oil is removed from the piston lands towards the
crankcase in a deactivated cylinder.
Author:Gilligan-SID:12381-GUID:35778931-140.124.35.86
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2nd land, oil moves towards the lower flank of the top ring. is hot enough so that the oil viscosity is not sensitive to the
Meanwhile, oil on the top land is leaving the upper flank of temperature, the scale of the viscosity change would be
the top ring and moving towards the piston crown. This unlikely significant. Therefore, the oil viscosity factor is not
inertia force makes the lower flank of the top ring the likely to have significant impact to the oil transport in a
favorable side of the oil supply from the land oil at the time deactivated cylinder.
of the ring axial movements. This further helps the top ring to
provide more net oil transport towards the combustion Since the cylinder gas pressure is rather low in a deactivated
chamber through the ring pumping/squeezing action. cylinder, the rotational movement of the piston is relatively
small compared to a firing cylinder. Therefore, the oil control
LAND OIL ACCUMULATION ring would have a better control of the oil at the smaller
rotational piston movement [5] hence less oil supply towards
In a deactivated cylinder, as mentioned previously, there is no
the upper region of the piston.
combustion blow-by gas flow to remove the oil on the piston
lands toward the crankcase. In addition, more oil gets into the
piston lands due to longer upward gas flow and larger REDUCING OIL TRANSPORT IN A
working ring gaps. Accordingly, there is more oil DEACTIVATED CYLINDER
accumulation on the piston lands, especially on the upper
Generally, the oil transport can be reduced through the
region of the piston, compared to a firing cylinder.
following six approaches, i.e.
Although the engine speeds in a cylinder deactivation
• shorter duration of the oil flow
condition are usually not high enough to exceed the engine
speed threshold for a significant land oil transport of a normal • smaller driving forces of the oil flow
firing engine. The heavy land oil accumulation of the
deactivated cylinder could correspondingly lower the engine • a smaller oil leakage area
speed threshold and result in significant land oil transport at a • a smaller bore distortion
lower engine speed. Because of this, it is important to reduce
the overall oil supply to the oil ring and to the oil drain-holes • less amount of oil available at the entrance of the leakage
from the bottom of the piston. paths
• more stable ring inside the groove
Because there is no combustion in a deactivated cylinder, the
Most of the above six approaches are related to the piston
oil transported onto the top land accumulates cycle by cycle.
inertia and the piston land pressures. The driving forces of the
The longer the deactivation time, the more oil accumulates on
oil include the inertia force and the gas pressure differences
the top land. The oil moves up and down on the top land
between the neighboring piston lands. The duration of the gas
under the inertia force. While the top land oil accumulates, it
driven oil flow, as a percentage of the crank-angle in an
moves more and more freely and travels farther and farther
engine cycle, is determined by the piston land pressures. The
from one cycle to another. Eventually, some of the oil would
frequency of the ring axial movements in an engine cycle
reach then leave the top land and be lost inside the
which decides the ring/groove pumping/squeezing oil
combustion chamber staying on the piston crown surface, the
contribution is also a function of the inertia force and the land
cylinder bore wall or the cylinder head surface. Meanwhile,
pressures. The amount of the oil available at the entrance of
as more oil accumulates on the top land there is more
the leakage paths is strongly related to the inertia and the gas
downward oil transport from the top land towards the 2nd
flows.
land through the top ring gap and the top ring/groove
clearance. If the cylinder is deactivated for a long enough
Since inertia is decided by engine speed, it is not a design
time, there would be a steady state when the top land as a
parameter. The cylinder gas pressure in a deactivated cylinder
control volume receives and gives out the same amount of the
is fairly low. Hence the pressure difference between the
oil in an engine cycle. At this time, the flow rate of the oil
neighboring piston lands and the gas flow rate through the
lost into the combustion chamber becomes a constant.
ring gaps are consequently small. As a result, the oil transport
control through the land pressures design would not be as
OTHER FACTORS INFLUNCING OIL effective in a deactivated cylinder as in a firing cylinder. The
TRANSPORT IN A DEACTIVATED land oil flow is dominated by the inertia due to the weak gas
flow. The two lifts per engine cycle of the top ring are
CYLINDER inevitable regardless of the land pressure design in a
In a deactivated cylinder, the temperature of the piston ring deactivated cylinder. A land pressure design through its
pack hence the lubrication oil on the piston lands is relatively design parameters such as the ring end gap sizes and the
low compared to a fired cylinder. Accordingly, the oil piston land volumes has to consider its influences to the
viscosity would be lower. However, since the oil temperature whole range of engine operation conditions, not only the
Author:Gilligan-SID:12381-GUID:35778931-140.124.35.86
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deactivation mode. Due to the above reasons, piston land CYLINDER BORE DISTORTION
pressure is not chosen here as a design factor for oil transport
control in a deactivated cylinder.
Author:Gilligan-SID:12381-GUID:35778931-140.124.35.86
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would reduce the oil supply from the bottom of the piston is longer. The downward blow-by gas is shorter and weaker
towards the drain-holes by routing the oil flow away from the hence less oil removal towards the crankcase. The ring gap
entrances of the drain-holes, increase the head loss of the sizes are larger due to the lower ring temperature.
upward drain-hole oil flow and reduce the head loss of the Consequently, more oil is accumulated on the piston lands.
downward drain-hole oil flow through designs of different
shapes of the drain-hole ends. The top ring of the deactivated cylinder moves more
frequently up and down inside the groove hence introducing
ABOUT TOP RING TWIST more oil into the combustion chamber by the pumping/
squeezing actions between the ring and the groove. In
Although a positive static twist of the top ring is widely used
addition, all those axial movements of the top ring happen
in an engine to avoid ring flutter at high speed and low load
when the inertia force points upward. The inertia-driven land-
conditions, it might hurt engine oil consumption in cylinder
oil further helps to provide more oil supply for this oil
deactivation mode. The positive ring twist increases the
transport.
possibility of reverse ring flutter in a deactivated cylinder
which is very harmful to the oil consumption. Therefore, a
Although the engine speeds in the cylinder deactivation
top ring with positive twist angle is not desired for the
condition are usually not high enough to exceed the engine
deactivation cylinder. For a deactivation engine which has a
speed threshold for a significant land oil transport of a normal
positive twist top ring, the twist angle of the ring should be
firing engine. The heavy land oil accumulation of the
carefully designed so that the top ring reverse flutter is
deactivated cylinder could correspondingly lower the engine
avoided in the cylinder deactivation mode.
speed threshold and result in significant land oil transport at a
low engine speed. Therefore it is important to reduce the
CONCLUSION overall oil supply of the oil ring and the oil drain-holes from
Engine cylinder deactivation is used to save engine pumping the bottom of the piston.
loss by shutting down half of the engine cylinders. In cylinder
deactivation mode, the intake and exhaust valves of the The lower oil viscosity as a result of lower temperature is not
deactivated cylinders are closed through the engine cycles. likely significantly helpful on reducing the oil transport in a
The lubrication oil entering the combustion chamber of the deactivated cylinder. However, the smaller rotational
deactivated cylinder accumulates and causes the oil movement of the piston as a result of the low deactivated
consumption concerns when the cylinder is reactivated. cylinder gas pressure would help the oil control ring to have a
better control of the oil hence provide less oil supply towards
The most concerned path of the oil transport for a deactivated the upper region of the piston.
cylinder is the piston ring path. In this paper, general
mechanisms of oil transport via piston rings are reviewed. To reduce the net upward oil transport in a deactivated
The characteristic of oil transport and oil accumulation in a cylinder, the following suggestions are made regarding the
cylinder deactivation mode through piston ring path are designs of the piston and rings.
analyzed. Suggestions to reduce the oil transport to the
combustion chamber in a deactivated cylinder are discussed. • Reducing ring/groove clearances, especially for the top ring.
• Reducing ring gap sizes, especially for the top ring, and
In a firing cylinder, the top ring conforms to the distorted drain-hole sizes - Caution: To do so, a balance of the oil
cylinder bore much better in the compression stroke consumption in the cylinder deactivation mode and the other
compared to the intake stroke due to the difference of the gas conditions of the engine in the whole range of operating
pressure between the two strokes. As a result, the top ring conditions needs to be carefully designed.
scraped upward a significant amount of oil into the
combustion chamber. In a deactivated cylinder, the cylinder • Reducing cylinder bore distortion, especially the 3rd and
gas pressure is low and fairly symmetrical to TDC due to the higher order bore distortions.
compressing and decompressing processes of the trapped in- • Design of piston-land structure which enhances downward
cylinder gas without combustion. Consequently, the amount oil flow - The design would help to route and pocket the
of oil brought into the combustion chamber by the top ring piston land oil driven by the inertial force or the gas flow so
up-scraping due to the ring/bore conformability difference that the land oil would always prefer to stay on the lower part
between down-stroke and up-stroke is much less compared to of the land and above the upper flank of the piston ring on the
a firing cylinder. bottom of the land. In this way, the upward oil flow gets less
oil supply and the downward oil flow gets more oil supply at
Compared to a firing cylinder, a deactivated cylinder has the entrances of the flows.
more oil blown-up into the combustion chamber through the
top ring end gap. The reverse blow-by time in an engine cycle • Design of drain-hole structure which reduces upward oil
flow - The design would reduce the oil supply from the
Author:Gilligan-SID:12381-GUID:35778931-140.124.35.86
Licensed to National Taipei University of Technology
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bottom of the piston by routing the oil flow away from the 6. Thirouard, B. and Tian, T., “Oil Transport in the Piston
entrances of the drain-holes, increase the head loss of the Ring Pack (Part I): Identification and Characterization of the
upward drain-hole oil flow, and reduce the head loss of the Main Oil Transport Routes and Mechanisms,” SAE Technical
downward drain-hole oil flow. Paper 2003-01-1952, 2003.
• Reducing or eliminating positive static twist for the top ring 7. Vokac, A. and Tian, T., “An Experimental Study of Oil
to avoid reverse flutter of the top ring in cylinder deactivation Transport on the Piston Third Land and the Effects of Piston
mode. and Ring Designs,” SAE Technical Paper 2004-01-1934,
• Limiting the overall oil supply of the oil ring and the oil 2004.
drain-holes from the bottom of the piston so that significant 8. Thirouard, B. and Tian, T., “Oil Transport in the Piston
land oil transports are avoided. Ring Pack (Part II): Zone Analysis and Macro Oil Transport
Model,” SAE Technical Paper 2003-01-1953, 2003.
ACKNOWLEDGMENTS
9. Tian, T. :“Dynamic behaviours of piston rings and their
The author gratefully appreciates John B. Fisher for revising practical impact. Part 1: ring flutter and ring collapse and
the paper as well as his support, discussions and suggestions. their effects on gas flow and oil transport”, Proc Instn Mech
The author also would like to express special thanks to Alan Engrs Vol 216 Part J: Engineering Triblogy, PP.209-227.
Miller, Richard Ricchi, Thomas Halka, Robert Paull, Fanghui
Shi, Kenneth Schroeder, Annette Cusenza and Michael
Harper for the discussions and suggestions. The help from
Rehurem Bravo and Johar Shaik for providing the sample
engine data in the study are appreciated.
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3. Usui, M., Murayama, K., Oogake, K., and Yoshida, H.,
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doi:10.4271/2010-01-1098
Author:Gilligan-SID:12381-GUID:35778931-140.124.35.86