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This sample chapter is for review purposes only. Copyright © The Goodheart-Willcox Co., Inc. All rights reserved.

Chapter 5
Fundamentals
of Engine
Construction
and Operation

After studying this chapter, you will be able to:


Q Describe each stroke of a four-stroke cycle engine.
Q Identify and explain the purposes of the major components of the engine compression system.
Q Explain the operating principles of liquid cooling systems.
Q Identify cooling system parts.
Q Explain the engine lubricating system.
Q Identify lubrication system parts.
Q List common oil classification systems.

Know These Terms


Balance shafts Coolant-recovery Exhaust stroke Oil pan Radiator fan
Camshaft system Exhaust valves Oil pickup screen Radiator pressure cap
Camshaft drive Cooling system Intake stroke Oil pump Rocker arms
mechanism Crankshaft Intake valves Pistons Serpentine belt
Compression stroke Cylinder head Lifters Power stroke Thermostat
Connecting rods Engine block Lubrication system Pressure regulator Valve timing
Coolant passages Engine coolant Oil filter Push rods Valve train
Coolant pump Engine oil Oil galleries Radiator Variable valve timing
Vibration damper

73
74 Auto Engine Performance and Driveability Chapter 5 Fundamentals of Engine Construction and Operation 75

Engine problems can have a major effect on vehicle


driveability. For example, without good compression or Engine Components
proper valve timing, the engine will not properly operate.
This chapter covers the major engine components and This section describes the major components of the
reviews engine operation. engine compression system. The compression system con-
tains the parts that develop engine compression and allow
the heat energy in the burning air-fuel mixture to become
Four-Stroke Cycle Engine Operation mechanical energy.
Q Engine block.
Q Pistons.
One power cycle in an automotive engine is a four-stroke
Q Rings.
process, which is why these engines are known as four-stroke
Q Connecting rods.
cycle engines. The piston moves up twice in the cylinder
Q Crankshaft.
and down twice in the cylinder for each power-producing
Q Cylinder heads.
cycle. This requires two revolutions of the crankshaft. Refer to
Q Valves and related components.
Figure 5-1 as you read the following paragraphs. Some diesel A B
Q Valve train.
engines, however, use only two strokes rather than four.
Q Harmonic balancers. Figure 5-2. A—The engine block starts out as molten metal poured into a mold. B—The casting is then machined to accept and
The downward movement of the piston on the intake
Q Balance shafts. support the other engine parts. (BMW, Honda)
stroke draws the air-fuel mixture into the cylinder through
Although the exact design and number of engine compo-
the intake valve(s). When the piston reaches the bottom of
nents varies with the type of engine and number of cyl-
the intake stroke, the intake valves are closed. The piston Pistons and Rings The oil-control ring is installed below the compres-
inders, the basic components and their functions are the
then moves up in the cylinder, compressing the air-fuel sion rings to prevent excessive oil consumption. During the
same as described here. Pistons transfer the force of expanding combustion
mixture. This is called the compression stroke. When the piston’s intake stroke, vacuum in the cylinder tries to pull
air-fuel mixture in the cylinder is ignited, the burning fuel gases to the connecting rods. They are made of aluminum oil from the cylinder wall. To reduce oil loss, the oil-control
and oxygen produce heat. The heat causes the gases in the to reduce weight. Most automotive pistons have two com- ring scrapes most of the oil from the cylinder wall when the
Engine Block pression rings and one oil ring, as shown in Figure 5-3.
cylinder to expand, forcing the piston down under pres- piston is moving down in the cylinder. A small amount of
sure. This is called the power stroke. The engine block is the basic support and attaching Compression rings seal in the pressure created dur- oil passes by the oil-control ring to seal the compression
The downward motion of the piston is transferred to point for all other engine parts. Engine blocks are made by ing the compression and power strokes. If this pressure is rings against the cylinder wall.
the connecting rod, which in turn pushes on the crankshaft. pouring molten cast iron, steel, or aluminum into molds, allowed to leak out, the engine will not start or will have
The connecting rod and crankshaft arrangement changes Figure 5-2A. After the metal cools, the molding sand is severe power and driveability problems. The compres-
washed out and the block is machined to allow other parts sion rings are installed at the top of the piston. A film of
Connecting Rods and Crankshaft
the linear piston movement into rotation of the crankshaft.
This rotational movement is used to move the vehicle. to be installed or attached, Figure 5-2B. The major parts oil between the compression ring and cylinder wall seals The connecting rods are forged steel rods that connect
When the piston reaches the bottom of the power installed in or on the block are the pistons, crankshaft, cam- pressure in the cylinder. This oil film is only about .001q the piston to the crankshaft. They transfer the force from the
stroke, the exhaust valve is open. The exhaust stroke then shaft, cylinder heads, and manifolds. (.0025 mm) thick, but if it is removed, the engine will not piston to the crankshaft. Each connecting rod is connected
begins as the piston moves up the cylinder, pushing the develop enough compression to start. to a piston by a piston pin. The rod is attached to the crank-
exhaust gases out of the open exhaust valve. One cycle is
now complete. The cycle then repeats. Head

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

Metering valve disk

Check valve Roller


Oil hole
Lock follower
Plunger ring Check valve spring Timing
Chain marks
Body Plunger Plunger spring

Plunger Body Crankshaft


spring Check valve gear
Check Spring retainer
ball Hydraulic
Valve lash adjuster
Check ball stem
retainer

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-
Q Camshaft timing adjustment. These adjusters are crankshaft tends to rotate before the rest of the crankshaft. Some of the engine heat is removed by the exhaust lates. The coolant is moved through the cooling system by
This causes a twisting of the crankshaft. When the force is gases and some radiates out of the engine block and heads. a pump. As the coolant circulates through the passages,
mounted on the end of the camshaft where it is fas-
removed, the partially twisted shaft unwinds. This unwind- The rest of the heat must be removed by the cooling system. it picks up heat from the surrounding metal. The coolant
tened to the driven sprocket or gear.
Q Camshaft lift and duration adjustment. These adjusters ing action, although minute, causes what is known as tor- The amount of heat removed must be controlled so that the then flows from the engine into the radiator. As the cool-
sional vibration. To stop the vibration, a vibration damper, engine does not run cooler than its normal operating tem- ant travels through the radiator, heat is transferred from the
are mounted at the camshaft lobes and rocker arms.
sometimes called a harmonic balancer, is attached to the perature. An engine that runs too cold wastes fuel, drives coolant to the air passing through the radiator. A fan draws
The vehicle computer operates the adjusters based on sen- front of the crankshaft. It consists of two heavy rings con- poorly, pollutes the air, and quickly wears out. air through the radiator at low speeds. At higher speeds,
sor inputs. The types of variable valve timing devices are nected by rubber plugs, spring-loaded friction discs, or a All cooling systems remove excess heat from the the movement of the vehicle forces air through the radia-
discussed in more detail in Chapter 10. combination of the two. engine and transfer it to the surrounding air. The two main tor. The cooled liquid then returns to the engine to pick up
When a cylinder fires and the crankshaft speeds up, kinds of cooling systems are liquid cooling and direct air more heat. Figure 5-14 shows a typical cooling system.
the outer ring of the damper has a tendency not to rotate. As cooling. In liquid cooling, the heat is absorbed by a liquid, Engine Coolant. The engine coolant is the medium of
a result, the rubber connecting the two rings of the damper which then transfers it to the air. In direct air cooling, the heat transfer. It must be able to absorb and release heat
flexes. As the crankshaft tries to unwind after the cylinder heat is directly transferred to the air. without damaging any cooling system parts. Engine coolant
has fired, the outer ring of the damper again tends not to
rotate in the opposite direction and the rubber flexes. The
unwinding force of the crankshaft is cancelled out by the
damper. On some newer engines, the crankshaft pulley is
an integral part of the balancer. Lower (return)
The engine flywheel also absorbs vibration. The radiator hose Engine oil Heater hoses
flywheel used with manual transmissions is heavy and cooler lines Coolant pump
absorbs vibration. Automatic transmission flywheels are
lightweight steel stampings. The torque converter absorbs Oil filter
most of the vibration.
Camshaft
sprocket In-tank heat
Balance Shafts exchanger
Timing mark
In some engines, one or more balance shafts are
added to counterbalance vertical and torsional vibrations.
Stationary
A balance shaft has offset weights that rotate in the opposite Heater core
mark Radiator
direction of the crankshaft. These shafts are either turned
by the camshaft through direct gearing or by the crankshaft Coolant first flows through
Belt
through a belt or chain. Balance shafts help to provide a the heads and then block
smoother idle and less vibration from the engine.
Tensioner

Engine-Related Systems That Can Fan and motor

Affect Driveability
Stationary mark
The following sections cover systems related to the
engine that can affect driveability. These systems are all
part of the overall basic engine and affect engine operation In-tank heat
if they are not properly operating. exchanger
Timing mark

Cooling System
Crankshaft The cooling system is a set of components that remove
sprocket unwanted engine heat and regulate engine temperature. Upper radiator
A cooling system is needed because not all of the heat hose Thermostat
housing Transaxle fluid
Figure 5-13. Belt camshaft drive mechanisms are used on of combustion creates pressure to move the pistons. The cooler lines
overhead camshaft engines. Some dual overhead camshaft excess heat must be removed to prevent engine damage.
engines use a combination belt and chain system to drive the Even a slightly overheating engine experiences excess wear Figure 5-14. Components of a typical cooling system. As coolant circulates through the engine, it picks up heat. This heat is trans-
camshafts. ferred to the air by the radiator.
82 Auto Engine Performance and Driveability Chapter 5 Fundamentals of Engine Construction and Operation 83

is a mixture of antifreeze and water. There are many types Coolant is is shut off until the coolant temperature falls to a certain
Fan Serpentine belt
of antifreeze. Some contain ethylene glycol or propylene thrown point. In addition, the fan is turned on any time the air blades
glycol. Also included are corrosion inhibitors to reduce outward conditioner compressor is operating, no matter what the
Drive pulley Housing by the impeller
rust and corrosion of the engine block and radiator. Small coolant temperature.
amounts of water-soluble oils are added to lubricate seals Some longitudinal engines have belt-driven fans. Coolant
and moving parts. Some antifreeze solutions use organic These fans are usually installed on the end of the coolant pump
acid technology (OAT) to lengthen the life of the coolant. pump shaft so that the same pulley drives the pump and
Pure ethylene glycol freezes at about 9oF (–13oC) and the fan. Many belt-driven fans have a fluid clutch installed
water freezes at 32oF (0oC). When ethylene glycol and between the drive pulley and fan assembly, Figure 5-18.
water are mixed, however, the freezing point of the mix-
ture is lower than either liquid alone. A 50:50 mixture of Fan clutch Drive
ethylene glycol and water freezes at about –35oF (–37oC). pulley
A mixture of 2/3 ethylene glycol and 1/3 water freezes at
about –67oF (–55oC). A 50:50 mixture of propylene glycol
and water freezes at about –26oF (–32oC). Most engine
manufacturers recommend a 50:50 mix of either ethylene
glycol or propylene glycol antifreeze and water. Figure 5-18. Some vehicles have belt-driven fans. The fan clutch
A mixture of antifreeze and water has a higher boil- allows the fan to freewheel at highway speed. This reduces the
ing point than plain water. A 50:50 mixture boils at about load on the engine.
222oF (106oC). This gives added boil-over protection for
summer driving. Up to a 70:30 mixture of antifreeze and
water is sometimes used in severe climates and operating The fluid clutch allows the fan to freewheel, or not be
conditions. Inlet
driven, at higher speeds when it is no longer needed. Some
Antifreeze is colored with dyes. Color does not deter- (lower radiator Impeller
hose connection) fluid-clutch fans contain a thermostat that prevents the fan
mine whether a particular antifreeze is suitable for a par- from operating until the engine warms up. Other fluid-
ticular engine. Consult the service information for a vehicle Typical core clutch fans contain a flow-control solenoid. The solenoid
Figure 5-15. The coolant pump uses an impeller to move the
to determine which antifreeze to use. coolant through the engine. Coolant pumps are either belt- or
plug locations
is operated by the vehicle computer based on temperature
gear-driven. sensor inputs.
Warning: Most antifreeze is poisonous to Radiator Pressure Cap. The radiator pressure cap
humans and animals. Ingesting a very small Figure 5-16. Core plugs are installed in various locations in the is a valve that allows pressure to build up in the cooling
amount of antifreeze can lead to kidney front, sides, and rear of the block. The holes sealed by these system. See Figure 5-19. It does so by using spring pressure
Radiator. The radiator is a heat exchanger consisting
failure and death. plugs are used to remove molding sand after the block is cast. to hold a seal against the radiator filler neck. The spring is
of tubes and fins. As the coolant flows through the tubes, (Ford) calibrated to produce the proper system pressure. As the
heat is transferred to the fins. The fins then transfer the heat
engine heats up, coolant pressure builds until it overcomes
Coolant Pump. The coolant pump, or water pump, to the air passing through the radiator. In most vehicles, the
spring pressure and opens the valve. When the excess pres-
consists of a cast iron or aluminum housing contain- radiator is capable of removing more heat than the engine Air-temperature-sensing
Crossflow
switch
sure is released, the spring closes the valve.
ing an impeller. The impeller is constructed with blades, can produce. Actual radiator efficiency depends on the radiator
Figure 5-15. As the impeller rotates, coolant is thrown to flow rate of the coolant and the outside air temperature.
the outside of the impeller. This type of pump is known as Most radiators are cross-flow radiators. In this design, Fan
a centrifugal pump. It is capable of circulating several hun- coolant flows from one side of the radiator to the other. shroud
dred gallons of coolant per hour at about 1 psi or 2 psi. Tanks on the left and right sides of the radiator direct cool-
The pump intake is connected by a flexible hose to ant into the radiator tubes or to an outlet that leads back to Electric
the bottom of the vehicle radiator. Coolant is drawn into the engine. fan motor
the center of the rotating pump by suction. The coolant Radiators used on cars with automatic transmissions/
is thrown outward by centrifugal force. Passages in the transaxles have a heat exchanger mounted in the radiator
pump and engine direct the coolant through the block and to cool the transmission fluid. Hydraulic pressure in the
heads. transmission/transaxle forces the fluid through the heat
Coolant Passages. Internal coolant passages, or water exchanger. The fluid, which is at a higher temperature than
jackets, are cast into the block and heads during manufac- the coolant, gives up heat to the engine coolant. The trans-
ture. Coolant is pushed through the coolant passages by mission cooler is always mounted in the radiator tank that
the coolant pump. The coolant absorbs heat before exiting feeds coolant back into the engine. Automatic
Enlarged
through the top of the engine. Passages near the hottest Radiator Fan. The radiator fan draws extra air through transmission Radiator fan
view—note polarity
parts of the engine, such as near the valves and cylinder the radiator to aid in heat transfer at low speeds. Most oil cooler switch
fittings
walls, are designed so that more coolant flows through fans are electric. See Figure 5-17. The fan is controlled by
them. Some internal coolant passages have external holes either thermostatic switches installed in a passage of the Figure 5-17. One or more electric fans are used on all front- Figure 5-19. Radiator pressure caps are not a frequent source
for manufacturing purposes. These are sealed with metal cooling system or through the engine control computer. wheel and many rear-wheel drive vehicles. The electric fan of driveability or engine problems; however, a faulty cap can
plugs called core plugs, or freeze plugs, Figure 5-16. Core The fan remains off until the coolant temperature reaches a allows for better control of fan operation as well as more avail- cause diminished overheating protection. Never open a radiator
plugs may be pressed in or threaded. certain point. The fan will continue to run after the engine able horsepower from the engine. (Chrysler) pressure cap when the cooling system is under pressure.
84 Auto Engine Performance and Driveability Chapter 5 Fundamentals of Engine Construction and Operation 85

The cooling system is pressurized to raise the boiling Flange Piston the cooling system during service. Pockets of air in the cool- Lubrication System
point of the coolant. The boiling point of any liquid goes ing system can block coolant flow, resulting in hot spots or
up as the pressure is increased. For every 1 psi (6.9 kPa) Nut engine overheating. The lubrication system circulates engine oil to internal
increase in pressure, the coolant boiling point increases by Valve seat Engine Belt. An engine belt drives the coolant pump engine parts. Engine oil serves several purposes. It must be
Flange seal delivered to the right place at the right time and in the proper
3oF (1.7oC). Therefore, a 15 psi (105 kPa) pressure cap will and other engine accessories. The belt is called a serpentine
raise the boiling point of the coolant by 45oF (25.5oC). belt because it winds around several pulleys, Figure 5-22. quantity. The lubrication system may have no apparent effect
Coolant-Recovery System. The coolant-recovery It is driven by a pulley on the front of the crankshaft. The on driveability, but it is a vital part of the engine and some
system is designed to keep the cooling system as full as Frame Teflon seal belt must be in good condition and properly adjusted. Most defects in it can result in driveability symptoms. Also, some
possible at all times. The system consists of a tank con- engines have an automatic tensioner to keep the serpentine driveability problems can affect the lubrication system.
nected by a hose to the radiator overflow neck, as shown Valve belt properly adjusted. The various moving parts of the engine are subjected
in Figure 5-20. The plastic tank is called the recovery tank. Coil spring Excessive tightness in the belt places a heavy load on to differing levels of stress. The amount of oil needed var-
Coolant that is pushed out of the radiator as the engine the bearings in the coolant pump and possibly the crank- ies between engine parts. Some parts of the engine are
heats up enters the recovery tank. When the cooling system shaft bearings. This will cause premature wear. Looseness lubricated by pressurized oil, while others are lubricated by
loses heat, a lower pressure is created in the radiator. The in the belt permits slippage. This can reduce the speed of splashing oil. Figure 5-23 shows a typical pressure/splash
Rubber diaphragm lubrication system.
difference between this pressure and atmospheric pressure Wax pellet the coolant pump, alternator, and belt-driven fan. As a
draws coolant from the recovery tank into the radiator. result, the engine may overheat or the battery may become The camshaft and crankshaft bearings are pressure lubri-
Figure 5-21. Parts of a typical thermostat. Most engines use cated. Also, hydraulic lifters must have a supply of pressurized
a thermostat with an opening range between 190–195oF discharged. An excessively loose belt will have a tendency
to whip or flap, which can cut hoses or cause intermittent oil to work properly. On some engines, pressurized oil drips
Warning: Some coolant-recovery systems (87.8–90.6oC).
loading of the bearings in the coolant pump. through nozzles onto moving parts such as timing gears.
are pressurized. The cap on the recovery Some engine parts can be lubricated by oil that is
tank is a pressure cap like the one found on splashed onto them. Oil is thrown upward by the rotation of
the radiator. Never open a pressurized recovery tank Direct Air Cooling
When the coolant is cold, the wax is contracted and the crankshaft. This oil strikes the engine cylinder walls, pis-
if the cooling system is under pressure. holds the piston in the closed position. As the coolant warms Direct air cooling is a method of directly transferring ton skirts, and piston pins. Some splashed oil also reaches
up and circulates under the thermostat, the wax expands engine heat to the surrounding air. It uses a fan to force air the camshaft and lubricates the cam lobes and valve lifters.
and pushes on the piston. This cracks the valve open and around the cylinders and cylinder heads, which are the hot-
Thermostat. The thermostat helps the engine to quickly
allows coolant to begin circulating through the radiator. test parts of the engine. The fan is driven by the crankshaft
warm up by keeping coolant from circulating through the Engine Oil
As the coolant continues to warm up, the valve continues via a belt. The cylinders and heads of an air cooled engine
radiator when the engine is cold. The thermostat is located
to open until the wide-open temperature is reached. The are made with fins to present a larger heat transfer surface. The engine oil, often called motor oil, provides lubrica-
at the engine outlet gooseneck. This is where coolant leaves
thermostat has no effect on engine temperature once the The engine is surrounded by a sheet metal shroud to direct tion between moving parts. Oil is made to do a good job of
the engine on its way to the radiator.
coolant temperature is at or above the thermostat’s wide- more air over the hottest engine parts. Air-cooled engines lubrication, sealing, cooling, shock absorption, and clean-
The thermostat consists of a heat-sensitive material,
open temperature. are no longer used on cars and light trucks. ing. It is also formulated to prevent sludge formation.
such as wax, sealed in a chamber with a piston at one end.
The piston is attached to a valve that opens or closes the Most engines use a thermostat with a wide-open
thermostat to control coolant flow, Figure 5-21. temperature of between 190–195oF (87.8–90.6oC). In very
cold weather, the thermostat may not fully open. Especially
when the vehicle is only operated for a short period of time,
the coolant may never reach the wide-open temperature.
Recovery tank Hoses and Tubing. The radiator is fixed to the chassis
Add and stationary. However, the engine moves on its mounts
coolant as torque increases and decreases. Therefore, the radiator
here Coolant pump
is usually connected to the engine by flexible hoses. These
hoses are made of rubber or neoprene molded around a Serpentine belt
fiber mesh. Clamps are used to secure the hoses to the
radiator and engine.
Some engines have a bypass hose that allows the cool-
ant to circulate inside the engine until the thermostat opens. Crankshaft
On other engines, the bypass is built into the engine cast-
ing or the bypass system is the heater core and hoses. The
Fill levels bypass system prevents damage to rapidly heating parts,
such as exhaust valves or cylinder walls, by allowing cool-
ant to circulate past the parts before the thermostat opens. Starter / generator
To radiator overflow neck Some cooling systems have fixed metal tubing to route
coolant along straight runs. The tubing is either directly
Hydraulic belt tensioner
connected to components or connected via a flexible hose.
Figure 5-20. The coolant reservoir tank is usually mounted in
a conspicuous location and can be used as a quick diagnostic This tubing is made of soft steel or aluminum.
tool. Bubbles in the reservoir bottle while the engine is running Many cooling systems also have one or more small
A/C compressor
is a good indication of severe engine problems. Most tanks are bleeder valves. If a portion of the cooling system is higher
not pressurized. Never open a pressurized tank when it is under than the radiator fill cap, the system will have at least one Figure 5-22. Engines use one or two serpentine belts to drive all of the accessories. On this hybrid vehicle, a starter/generator is used
pressure. bleeder valve. Bleeder valves are used to remove air from to restart the engine by driving the belt to turn the crankshaft. (Daimler)
86 Auto Engine Performance and Driveability Chapter 5 Fundamentals of Engine Construction and Operation 87

Housing asy- Bottom of engine block


Tensioner- engine variable
Housing asy- Engine variable engine timing timing LH
engine variable timing

SM
camshaft timing asy chain LH
Head-cylinder

Housing asy- Oil pump


Tensioner- engine variable timing
engine
Advance side timing chain Block asy-
of variable Valve cylinder
camshaft Adapter asy- Oil pan
body asy –
timing oil filter
B – – –
Filter Pump asy- Figure 5-25. The oil pan serves as the reservoir for the engine
oil less screen Camshaft From head oil as well as providing a surface for heat dissipation. Most
Retard side & cover sprocket Figure 5-24. A—Oil containers carry an American Petroleum engines have a pan with a single sump. However, some engines
of variable bolt Triggerwheel Engine Institute (API) marking indicating the oil viscosity and classifi- use either a dual- or dry-sump pan. (BMW)
camshaft variable
cation. B—Oil temperature range chart.
timing Oil filter Oil to rear camshaft
From head of camshaft timing asy Oil Pickup Screen
Metering Oil to front timing rotor
orifice The oil pickup screen prevents any large particles,
of camshaft service classification is SM for most gasoline engines and
Back to such as dirt, sand, or metal shavings, from being circulated
timing CH4 for most diesel engines. Oils with other classifications
head Variable camshaft timing in the lubrication system. The oil screen is installed on the
To chain Oil pump- auxiliary view are only for use in older engines. However, older engines
tensioner screen & cover asy intake side of the oil pump, Figure 5-26. It is always located
Oil pan asy can use engine oil with the newest classification.
at the lowest point in the oil pan. In this way, the screen is
Variable timing asy RH In addition to the API grades, the International
auxiliary view always covered by oil. This keeps the oil pump from draw-
Lubricants Standardization and Approval Committee
ing in air if the oil level drops because of oil consumption
Figure 5-23. Automotive engines use a combination of pressurized and splashed oil to lubricate engine components. The lubrication (ILSAC), made up of American and Japanese vehicle manu-
or sloshing during turns or hard braking.
system also serves to cool the internal engine components. Note that this engine also uses oil pressure to control a variable timing facturers, classifies oils according to manufacturer test
Since it traps only large particles, the oil screen usually
system. (Ford) criteria. Classifications are called GF for gasoline fueled. At
does not become plugged until the engine reaches very high
the present time, GF-4 is the latest standard.
mileage. Most oil screens cannot be removed and cleaned
unless the oil pan is removed.
Lubrication is the most obvious job of engine oil. Sealing is another task of engine oil. A thin film of oil
Oil Pan
Oil reduces friction by forming a layer between moving between the piston rings and cylinder wall seals in pressure. Intake
parts. All engine parts, no matter how finely machined, If this oil is not present, pressure leakage (loss of compres- Oil that drips or is squirted out of any part of the lubri-
have microscopic high spots. As one part moves across sion) will prevent the engine from running. cation system eventually drains into the oil pan. The oil pan
another, these spots will contact each other. As a result, For some moving parts, such as connecting rod journals is a reservoir for engine oil and helps the oil to lose the heat
the parts begin to wear and overheat from friction. The and rod bearings, engine oil provides shock absorption. The that it picked up in the engine. The air passing underneath
oil separates the moving parts, preventing the high spots oil cushions the shock when the rod changes direction at the vehicle removes this heat from the oil pan, Figure 5-25.
from touching. The oil acts like a set of microscopic ball high speeds. This extends bearing life and prevents engine Most oil pans have a drain plug at the lowest point of the
bearings, allowing the parts to slide against each other. knocking. Other moving parts, such as the piston skirts and pan. Some models have two drain plugs.
Friction is greatly reduced. cam lobes, are also cushioned by oil. The oil pan is made of stamped sheet steel or cast alu-
minum. Aluminum pans may have cooling fins cast into the Oil
Cooling is one of the less obvious jobs of engine Cleaning is also an important job of engine oil. Engines pump
oil. It is difficult to remove heat from the piston heads. constantly collect impurities. Unburned gasoline, carbon bottom. The cast pan also adds some rigidity to the engine
They cannot be cooled by the cooling system, yet the from the combustion process, and water vapor get into the block.
pistons are among the hottest parts in the engine. They crankcase. These impurities can form sludge and varnish Some manufacturers are implementing a dry-sump
will overheat and melt if the heat is not removed. Even deposits in an engine. The deposits can cause the engine oiling system. In a dry-sump system, oil that reaches the
a slightly overheated piston can develop a localized hot to overheat, burn oil, and prematurely wear out. Engine bottom of the pan is immediately pumped to a separate oil
Bolt
spot that will cause detonation. Oil splashed under the oil contains detergents that prevent formation of sludge reservoir. This leaves very little oil in the pan. The advan-
piston head absorbs heat from the piston. Oil splash also by picking up impurities and holding them in suspension. tage of this system is that it allows the engine to be set
removes heat from the cylinder walls, rods, crankshaft, When the oil circulates through the oil filter, the impurities lower, which allows a lower hood profile. Dry-sump oiling
is a proven system that has been used for many years in Oil pickup screen
and other engine parts that cannot be directly cooled by are trapped.
the engine cooling system. The oil itself is cooled by the The American Petroleum Institute (API) classifies oil auto racing and motorcycles.
Figure 5-26. The oil pickup screen is either bolted or pressed
cooling system and by direct heat transfer when it is in according to various factors that affect oil’s ability to prevent onto the oil pump. The pickup reaches into the bottom of the oil
the oil pan. friction and deposits in an engine. The API service classifi- pan sump to draw oil into the engine. (Chrysler)
cation is printed on the oil container, Figure 5-24. The API
88 Auto Engine Performance and Driveability Chapter 5 Fundamentals of Engine Construction and Operation 89

Oil Pump drive belt. On some engines, valve operation is controlled


The engine oil pump develops oil pressure and flow Spring holding the ball by a mechanism operated by a computer.
Ball against the seat
to circulate oil throughout the lubrication system. Usually, Seat The cooling system removes unwanted engine heat
it is driven by a gear on the camshaft or crankshaft. Most and regulates engine temperature. Cars and light trucks
gear-driven oil pumps are mounted near the bottom of the have a liquid cooling system. Coolant is pumped through
engine and connect to the camshaft drive gear through engine passages by a belt-driven pump. A radiator removes
a shaft. Some oil pumps are installed in the engine front Normal heat from the coolant. Engine coolant is a mixture of anti-
cover and are directly driven by the engine crankshaft. The oil freeze and water. Antifreeze may be ethylene glycol or
pressure
oil pump speed varies with engine speed, since the pump propylene glycol.
is driven by the engine. Poor lubrication can eventually result in driveability
Engine oil pumps are always constant-displacement symptoms. The lubrication system circulates engine oil to
types. A constant-displacement pump delivers the same internal engine parts. Oil galleries are internal passages that
amount of oil with each revolution. The faster the pump Figure 5-29. Oil filters come in many sizes and shapes. While it carry the oil throughout the engine. The oil pump is driven
revolves, the more oil it delivers. Figure 5-27 illustrates the is a very simple and inexpensive part, the filter is very important by a gear on the camshaft or by the engine timing belt. A
Oil pressure acting on the ball
compresses the spring to good engine performance. pressure regulator controls oil pump output. The engine oil
external-gear and rotor designs of oil pump. The external-
gear design is most common; however, more and more provides lubrication, reduces friction, helps with cooling,
engines are equipped with rotor pumps. seals, provides shock absorption between parts, and cleans
elsewhere in the engine compartment. Some oil filters are
When the pump gears rotate, the gear teeth unmesh in parts. It is formulated to prevent sludge formation.
installed in the oil pan or an engine-mounted canister and
the inlet area. This creates a low-pressure area that draws High oil do not have housings.
oil from the oil pan or oil tank. The oil is carried around pressure
the housing in the spaces between the gears and housing.
When the gear teeth mesh at the outlet, a high-pressure Oil Galleries Review Questions—Chapter 5
area is created. The oil is squeezed out of the discharge Oil galleries are internal engine passages that carry
port. The process is then repeated. Oil flows to the pan Please do not write in this text. Write your answers on
the oil. They are cast or drilled into the engine block and
heads. Galleries extend from the pump and filter to the a separate sheet of paper.
Pressure Regulator crankshaft and camshaft bearings, valve lifters, and rocker 1. Name the four strokes in a four-stroke cycle engine.
Figure 5-28. The pressure regulator controls the maximum arm shafts. Galleries are drilled in the crankshaft to allow
The oil pump has enough capacity to deliver sufficient oil pressure. Normal oil pressure will not unseat the valve. 2. List the major parts installed on or in the engine
oil pressure and flow at idle speeds. At higher engine speeds, oil to reach the connecting rod bearings. Removable plugs
However, high oil pressure forces the valve open, allowing oil block.
the pump will produce too much oil pressure and flow. are located at the rear of some engine blocks to allow the
to flow to the pan.
This may rupture seals or filter elements, affect hydraulic galleries to be cleaned during an overhaul. 3. The ______ transfer the force of the expanding
lifter operation, or cause oil burning. combustion gases to the connecting rods.
Oil pump output is controlled by a pressure regulator. 4. A film of ______ between the compression rings and
The pressure regulator consists of a valve that is held closed Gaskets, Seals, and Sealant
result, the oil pressure is regulated. Engine oil pressure is usu- cylinder wall seals pressure in the cylinder.
by a spring, Figure 5-28. Oil pressure from the pump pushes Gaskets and seals are used in the intake system to seal
ally regulated to about 35–45 psi (240–310 kPa). Minimum (A) carbon
against the valve on the opposite side from the spring. When air and fuel in and to prevent vacuum leaks. Preventing
the oil pressure reaches a certain point, the spring is com- pressure at idle should be 15–20 psi (105–140 kPa). (B) oil
fuel and air leaks is vital to driveability, performance, and
pressed and the valve opens. This dumps excess oil into the emissions. Gaskets and seals must stand up to high engine (C) unburned fuel
sump, which is at a lower (near atmospheric) pressure. As a Oil Filter temperatures, but be pliable enough at various operating (D) None of the above.
The oil filter removes small particles and contami- temperatures to create the intended seal. 5. The _____ converts the straight-line motion of the
nants from the engine oil. It consists of a stamped metal piston into rotary motion.
housing containing, typically, a pleated paper filter ele-
Outlet (A) piston
External gear ment. Other types of elements may be used. The filter is
Inlet
always installed on the outlet side of the oil pump. Oil Summary (B) crankshaft
under pressure flows into the filter, through the filter ele- (C) flywheel
Gear ment, and out of the filter. The four-stroke cycle operates through two revolu- (D) connecting rod
The oil filter contains an internal bypass. This allows tions of the crankshaft. The intake stroke draws air and fuel
6. What holds intake and exhaust valves closed?
oil to flow past the filter if the element becomes clogged. into the cylinder. The compression stroke compresses the
Inlet Outlet However, the oil is not filtered when this happens. Some air-fuel mixture. When the mixture ignites, it pushes the (A) The camshaft.
oil filters have an anti-drainback valve. This valve closes to piston down for the power stroke. On the exhaust stroke, (B) Compression pressure.
keep oil from draining out of the filter when the engine is the upward movement of the piston pushes the exhaust (C) Valve spring pressure.
Gear not operated for long periods. gases out of the cylinder. The cycle then repeats. (D) Expanding combustion gases.
Internal The oil filter is replaced during an oil change as part The major components of a reciprocating-piston
External gear pump Rotor pump gear of normal engine maintenance. A typical oil filter, such as engine are the engine block, pistons and rings, connecting
the ones shown in Figure 5-29, can be removed from the rods, crankshaft, cylinder head(s), valves, and valve train.
Figure 5-27. The oil pump may be of the external gear or rotor engine by unscrewing it from the mounting pad. In some The valves are driven by the crankshaft through a set of
design. Both designs have a positive displacement. engine designs, the oil filter is mounted on the firewall or gears, a gear and chain arrangement, or sprockets and a
90 Auto Engine Performance and Driveability Chapter 5 Fundamentals of Engine Construction and Operation 91

7. The camshaft turns at _____ the speed of the 7. Technician A says that overhead camshafts are 9. Oil screens on the inlet to the oil pump are to
crankshaft. usually driven by a belt. Technician B says that in remove:
(A) about half
ASE Certification-Type Questions cam-in-block, overhead valve engines, the camshaft (A) large particles of dirt or metal.
(B) exactly half is usually directly driven by two meshing gears. Who (B) small particles of dirt or metal.
1. Technician A says that an engine must have sufficient
is correct?
(C) about twice compression before it will start and run. Technician B (C) chemical contaminants.
says that compression is developed on the power (A) A only.
(D) exactly twice (D) particles the oil filter does not catch.
stroke of a four-cycle engine. Who is correct? (B) B only.
8. _____ and ____ are the two general types of variable (C) Both A & B. 10. Technician A says that engine oil pumps are
(A) A only.
valve timing. constant-displacement pumps. Technician B says
(B) B only. (D) Neither A nor B.
that the engine oil pan serves as the reservoir for
9. List two devices used to reduce engine vibration. (C) Both A & B. 8. Most vehicle manufacturers recommend a ______ engine oil. Who is correct?
10. Cars and light trucks manufactured today are _____ (D) Neither A nor B. mix of water and antifreeze. (A) A only.
cooled. (A) 10:90 (B) B only.
2. All of the following statements about oil control rings
(A) air are true, except: (B) 50:50 (C) Both A & B.
(B) liquid (A) oil control rings are installed below the (C) 30:70 (D) Neither A nor B.
(C) oil compression rings. (D) 80:20
(D) thermostatically (B) there should be no oil at the compression rings.
11. The purpose of antifreeze is to: (C) oil control rings scrape oil from the cylinder
(A) reduce rust and corrosion in the engine and walls when the piston is moving down.
radiator. (D) defective oil control rings will cause high oil
(B) lower the freezing point of the engine coolant. consumption
(C) increase the boiling point of the engine coolant. 3. Technician A says that the intake valves are cooled
(D) All of the above. by incoming air. Technician B says that the intake
valve must be in contact with its seat long enough to
12. By pressurizing the cooling system, the boiling point transfer heat to the cylinder head. Who is correct?
of the engine coolant is _____.
(A) A only.
13. Engine oil is used to ______ various parts of the (B) B only.
engine. (C) Both A & B.
(A) cool (D) Neither A nor B.
(B) lubricate
4. Cylinder heads contain all of the following, except:
(C) cushion
(A) intake valves.
(D) All of the above.
(B) exhaust valves.
14. Engines are usually lubricated by: (C) EGR valves.
(A) pressurized oil. (D) camshafts.
(B) splashed oil.
5. The valve train is the group of components that opens
(C) a combination of pressurized/splashed oil.
the ______.
(D) None of the above.
(A) intake valves
15. Engine oil pressure is controlled by a pressure (B) exhaust valves
regulator, typically in the range of: (C) EGR valve
(A) 5–15 psi (35–105 kPa) (D) Both A & B.
(B) 15–20 psi (105–140 kPa)
6. A hydraulic lash adjuster, similar in operation to a
(C) 20–35 psi (140–240 kPa)
hydraulic lifter, maintains the proper valve clearance
(D) 35–45 psi (240–310 kPa) on ______ engines.
(A) cam-in-block
(B) roller-lifter
(C) overhead cam
(D) All of the above.
92 Auto Engine Performance and Driveability

Electricity is used throughout the vehicle. Some vehicles use electricity to assist the gasoline or diesel engine in moving the vehicle.
In other vehicles, such as this car from Smart, only electricity propels the vehicle. (Daimler)

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