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Chapter 5
Fundamentals
of Engine
Construction
and Operation
73
74 Auto Engine Performance and Driveability Chapter 5 Fundamentals of Engine Construction and Operation 75
Ring
1 Intake 3 Power grooves
Compression
rings
Oil-control
{
ring
Skirt
A B
2 Compression 4 Exhaust
Figure 5-3. The pistons and rings are the parts that most people associate with the compression system. A—This shows the
various parts of the piston. B—Compression and oil-control ring installation. Most engines with spark ignition use this type of ring
Figure 5-1. The cycle shown here is typical of all four-stroke cycle engines: intake, compression, power, and exhaust. configuration.
76 Auto Engine Performance and Driveability Chapter 5 Fundamentals of Engine Construction and Operation 77
shaft by a bearing cap and bearing inserts that surround the Coolant passages
Intake valves
crankshaft journal. The piston pin and crankshaft bearings
allow the rod to move in relation to both the piston and
crankshaft. Refer to Figure 5-4. Spark plug
The crankshaft converts the straight-line force from the
Make sure the tab Main
piston and connecting rod into rotary force. It is attached
on the bearing bearing
to the engine block by bearing caps and bearings that sur- caps
fits tightly into
round the crankshaft journal, Figure 5-5. This design allows the matching
the crankshaft to rotate inside of the bearings with minimal notch in the cap
friction. The bearing caps are held to the engine block by
two, four, or six bolts torqued to specifications. Bearing
Thrust inserts
bearings (lower)
Cylinder Heads
The cylinder head contains the combustion chamber Make sure the tab Crankshaft
for each cylinder and forms the top of the cylinder. Cylinder on the bearing
heads contain the intake and exhaust valves and, in some fits tightly into
cases, the camshaft and lifters. They also contain oil gal- the matching
notch in the block
leries, coolant passages, and openings to allow the flow of
Bearing
intake and exhaust gases. Cylinder heads are made from
inserts
either cast iron or aluminum. A sheet metal, cast aluminum, (upper)
or plastic valve cover is installed over the upper valve train
components. Figure 5-6 shows a typical cylinder head. Combustion
chamber Exhaust
Coolant passages between the cylinder heads and
valves
engine block must be sealed to prevent coolant leakage.
Also, the pressure of expanding combustion gases must Figure 5-6. The cylinder head contains the valves and acts as a cap on the top of the engine. Along with the cylinders, it forms
be contained within the cylinder. Head gaskets are used combustion chambers for each cylinder. (BMW)
between the head and engine block for these purposes. Figure 5-5. The crankshaft is the engine part that converts the
They are thin and made from steel, copper, and fibers. piston’s up-and-down (reciprocating) motion into rotary motion.
The cylinder head and head gasket are secured to the It delivers power to the drive train. (Ford) from the cylinder head, between the valve stem and guide, In a cam-in-block engine, the camshaft lobes push on
block with head bolts. These must be torqued to specifica- and into the combustion chamber. The valve seal may be valve lifters installed into bores machined into the block.
tions. A few engines have studs and nuts, rather than head an umbrella type or an O-ring installed between the valve The motion is transferred through push rods and rocker
bolts. Valves and Related Components stem and valve retainer. arms to the valves. The valve spring pressure is overcome
One or more intake valves are used to control the flow When the valve is in contact with its seat, heat is and the valves are forced open. The valve remains open
of the air into each cylinder. One or more exhaust valves transferred from the valve to the cylinder head. This trans-
are used to control the flow of exhaust gases out of each fer is most critical for exhaust valves, since they absorb Split Keeper
cylinder. Valves also seal the cylinder during the com- more heat of combustion. If the heat is not transferred
pression and power strokes. They are occasionally called to the head, the valve may melt. Some valves are filled
mushroom valves due to their resemblance to a mushroom. with metallic sodium to further aid in heat transfer. The Sleeve
intake valves are cooled by the incoming air and are not Retainer
Intake and exhaust valves are identical in shape, but intake
Piston as prone to damage.
valves are usually larger. Opening and closing of the valves
are controlled by the valve train. The valve-to-seat contact is controlled by the valve
Piston clearance. Valve clearance is the amount of loose- Spring
Pin The valve spring holds the valve against its seat, keep-
Connecting ing it closed. Valve springs are always slightly compressed ness in the valve train between the camshaft and valve
rod when installed. This ensures that the valve closes tightly. stem. Valve clearance can sometimes be adjusted. Valve
The spring is held to the valve by valve spring retainers. The clearance has more effect on valve life than on engine
Bolt performance.
retainer is a cap which covers the spring. A locking device, Valve stem seal
usually called a split keeper, locks the cap to the valve stem.
A valve and spring assembly is shown in Figure 5-7. The
assembly is held together by the pressure of valve spring
Valve Train
Bearing Valve
inserts acting against the cylinder head. The valve train is the group of components that control
The valve stem slides up and down in a valve guide. the opening and closing of the valves. Valve train opera-
Nut The guide may be integral to the cylinder head or a remov- tion is similar in both overhead camshaft and cam-in-block
able insert. It keeps the valve steady and provides a smooth engines. The engine crankshaft turns camshaft via a chain,
surface on which the stem can slide. The oil seal at the top belt, or gear set. The camshaft controls the distance the
Figure 5-4. The connecting rods attach the pistons to the of each valve stem prevents engine oil from entering the valves open and the duration of time over which they are Figure 5-7. The valve assembly consists of the valve, valve
crankshaft. (Ford) combustion chamber. Without a seal, oil would be pulled open. There is one camshaft lobe for each valve. spring, retainers, stem lock, and oil seals. (Ford)
78 Auto Engine Performance and Driveability Chapter 5 Fundamentals of Engine Construction and Operation 79
until the camshaft lobe allows the valve spring to reseat Valve Lifters On overhead cam engines, the camshaft is installed
the valve. On overhead camshaft engines, the cam lobes on top of the cylinder head. It opens the valves from above.
Valve lifters transmit the motion of the camshaft lobes
usually push directly on the valve rocker arm, Figure 5-8. In some overhead cam engines, the lifter is placed between
to the push rods or rocker arms. Lifters can be mechanical
There are no push rods. the cam lobe and the rocker arm. In many cases, the rocker
or hydraulic. Mechanical, or solid lifters, must be periodi- Camshaft
arm is directly operated by the camshaft. A hydraulic lash
cally adjusted. Hydraulic lifters are self adjusting. gear
adjuster, similar in operation to a hydraulic lifter, maintains
Valve Timing A typical hydraulic lifter is shown in Figure 5-9. The
the proper valve clearance. See Figure 5-10.
The valves must open and close in proper relation to outer lifter body contacts the camshaft lobe. The inner
the movement of the piston or the engine will not run. This piston (plunger) contacts the push rod or rocker arm. The
relationship is called valve timing, not to be confused with space between the lifter body and the plunger is filled with Camshaft Drive Mechanisms Crankshaft
ignition timing. Valve timing is determined by the relative engine oil. This oil is supplied by the lubrication system To maintain the relationship between the valves and gear
positions of the crankshaft and camshaft. The intake valve through a small passage. pistons, one of three types of camshaft drive mechanisms
must also open wide enough and long enough to allow the When the camshaft lobe pushes the lifter body upward, is used. In all cases, the gear or sprocket on the crankshaft
air-fuel mixture to get into the cylinder. The exhaust valve the oil passage into the lifter is sealed off. Since the oil can- has exactly half the number of teeth on the camshaft gear
must do the same to allow the exhaust gases to get out of not escape or compress, the hydraulic lifter acts as a solid or sprocket. This causes the camshaft to turn at exactly half
the cylinder. unit and opens the valve. When the cam lobe allows the of the crankshaft speed.
Lift is how wide the valve opens. Duration is the lifter to move down, the lifter oil passage is again open and A few vehicles use a gear drive, Figure 5-11. This type
amount of time that the valve stays open. Overlap is the oil can flow into the lifter. Engine oil pressure pushes the of drive has two meshing gears. The crankshaft gear rotates Timing marks
amount of time that both intake and exhaust valves are plunger upward to remove any valve train clearance, but to drive the camshaft gear.
open. Lift and duration are determined by the shape of the does not have enough force to open the valve. The majority of overhead valve, cam-in-block engines
camshaft lobes. Valve timing, lift, and duration have a big The friction between the lobes and lifters is the highest use a chain drive, Figure 5-12. The crankshaft gear drives
effect on engine driveability. friction in the engine and can cause the camshaft and lifters the chain. The chain then drives the camshaft gear.
The crankshaft always turns two complete revolutions to rapidly wear out. To reduce friction, the camshaft lobes A few overhead camshaft engines use a chain drive. Figure 5-11. A few spark-ignition engines use gears as the cam-
for every one revolution of the camshaft. This is because any are tapered and the lifters offset. This causes the lifters to However, most overhead camshaft engines use a belt drive, shaft drive mechanism. Gear drive is more common in diesel
cylinder in a four-stroke cycle engine, whether gasoline or rotate as they are pushed up by the lobe. This rolling action Figure 5-13. In this design, the belt is driven by a crankshaft engines.
diesel, requires two complete revolutions of the crankshaft between the lobe and lifter helps the lobes to evenly wear. sprocket. The belt then drives the camshaft sprocket. On
to complete all four cycles. However, each valve in the To further reduce friction, many late model engines use these designs, the belt often drives the water pump and oil
engine opens only once during all four strokes. To accom- roller lifters. A roller is installed on the bottom of the lifter pump. Some overhead camshaft engines use a system that
plish this, the driving gear on the crankshaft always has half and turns with the lobe as the camshaft rotates. is a combination of chain and belt drives.
the number of teeth as the driven gear on the camshaft. Camshaft
Push Rods and Rocker Arms Variable Valve Timing Devices gear
Push rods are used only on cam-in-block engines. In the past, the valve timing set by the relationship
They transmit the lifter motion to the rocker arm. Many of the drive and driven sprockets or gears could not be
push rods are hollow. Oil from the lifter flows through them changed once the engine was assembled. An increasing
to lubricate the rest of the valve train. Rocker arms are piv-
oting levers that convert the upward movement of the push
rod or lifter into downward movement of the valve.
Cam
Lash Valve
adjuster rocker Push rod cup
Figure 5-8. The overhead camshaft valve train allows quicker Figure 5-9. Hydraulic lifters use the engine oil pressure to auto- Figure 5-10. Lash adjusters are used in the valve train for an Figure 5-12. Chain camshaft drive mechanisms are most com-
valve response with less play and friction between the com- matically eliminate play from the valve train. Hydraulic lifters are overhead camshaft engine. They use the same principle as mon on cam-in-block engines. However, some overhead cam-
ponents. Overhead camshafts are either belt or chain driven. used on almost all cam-in-block engines. (Ford) the hydraulic lifter, but are installed on the rocker arm or on the shaft engines also have chain camshaft drives. Note the timing
(Subaru) opposite side of the valve stem. (Ford) marks on both the camshaft and crankshaft timing gears.
80 Auto Engine Performance and Driveability Chapter 5 Fundamentals of Engine Construction and Operation 81
number of engines have some form of variable valve timing. Vibration Damper due to the tighter-than-normal clearances between moving Liquid Cooling
Variable valve timing allows the timing of the valve opening parts. An excessively hot engine tends to ping, diesel, or be All cars and light trucks manufactured today have a
and closing to be varied based on driving conditions. Two When the engine cylinders fire, force is transmitted hard to start. It may also be hot enough to melt the exhaust liquid cooling system. The engine block and cylinder head
general types of variable valve timing are used on engines: to the crankshaft. When it receives this force, part of the valves. This is usually called valve burning. has many internal passages through which coolant circu-