Piston Rings For Combustion Engines - 53094
Piston Rings For Combustion Engines - 53094
Piston Rings For Combustion Engines - 53094
The Motorservice Group is the sales organisation for the worldwide aftermarket activities
of R
heinmetall Automotive. It is a leading supplier of engine components for the inde-
pendent aftermarket. With the premium brands K
olbenschmidt, Pierburg, TRW Engine
Components and the BF brand, Motorservice offers its customers a wide and compre-
hensive range of top quality products from a single source. As a problem solver for trade
and repair shops, the corporation also offers an extensive service package. M
otorservice
customers benefit from the combined technical know-how of a large international auto-
motive supplier.
RHEINMETALL AUTOMOTIVE
RENOWNED SUPPLIER TO THE INTERNATIONAL AUTOMOTIVE INDUSTRY
Published by:
© MS Motorservice International GmbH
CONTENTS 3 | 3
CONTENTS PAGE
1 BASIC PRINCIPLES PISTON RINGS 5
1.1 Requirements on piston rings 5
Piston rings have been around for as long as combustion In this brochure, we focus on the topic of piston rings from the
engines themselves. Nevertheless, among specialists and users point of view of the user. We have refrained from going too
there is still a widespread lack of knowledge or an incomplete deeply into design matters and have focused on the practical
understanding of piston rings. No other component is so critical aspects. Where we do address design and technical matters
when it comes to loss of power and oil consumption. For no relating to development, this is to provide additional information
other component in the engine is the gap between expectation or to enable better understanding.
and capital invested larger than when replacing piston rings.
The brochure mainly focuses on piston rings from the fields
All too often, the trust placed in piston rings is clouded by the of passenger cars and utility vehicles. Engines, which were
excessively high expectations placed on them. So – against originally designed for vehicle applications, but which are used
better knowledge – half truths and untruths, incorrect in ships, locomotives, construction machines and stationary
expectations and misconceptions are often rife among repair engines, for example, are also covered. In addition to
shops and end consumers. Most of all, however, piston rings a technical section on the basic principles, the practical
suffer from cheap repairs (e.g. reuse of worn interacting sliding section “Installation and service” provides detailed
parts) and unqualified installation. information on the installation and replacement of piston
rings, as well as useful related topics such as lubrication, oil
consumption and engine running-in.
Functions Characteristics
• Prevention (sealing) of gas escape from the combustion • Low frictional resistance so that too much engine
chamber into the crankcase so that no gas pressure and performance is not lost
engine output is lost • Good resistance and wear resistance to thermomechanical
• Sealing, i.e. preventing lubricating oil passing from the fatigue, chemical attacks and hot corrosion
crankcase into the combustion chamber • The piston ring must not cause excessive wear on the
• Ensuring a precisely defined lubricant film thickness on cylinder – otherwise, the service life of the engine is
the cylinder wall reduced drastically
• Distribution of the lubricating oil on the cylinder wall • Long service life, operational safety and cost effectiveness
• Stabilization of the piston movement (piston rocking) – over the entire operating time
particularly with cold engines and even larger running
clearance of the pistons in the cylinder
• Heat transfer (heat dissipation) from the piston to the
cylinder
1.2 THE MAIN TASKS OF PISTON RINGS
1.2.1 SEALING AGAINST COMBUSTION GASES
Heat dissipation
1.3 TYPES OF PISTON RINGS
1.3.1 COMPRESSION RINGS
RECTANGULAR RINGS
Rectangular ring Rectangular ring with inside bevel Rectangular ring with inside step
Rectangular ring
1. BASIC PRINCIPLES PISTON RINGS 8 | 9
Taper faced ring Taper faced ring with inside bevel at bottom Taper faced ring with inside step at bottom
Napier ring
With the napier ring, the bottom edge of the piston ring sliding
surface has a rectangular or undercut recess, which also has an
oil scraping effect in addition to the gas sealing. The recess
creates a certain volume, in which the scraped off oil can collect
before running back into the oil pan.
KEYSTONE RINGS
With double-sided keystone rings, the two ring sides are not With one-sided keystone rings, the bottom ring side has no
parallel, but are positioned trapezoidally to each other. angle and is at a right-angle to the piston ring sliding surface.
The angle is usually 6 °, 15 ° or 20 °.
Keystone rings or one-sided keystone rings are used to combat The keystone ring is preferably inserted in the top ring groove
carbon deposits in the ring grooves, causing the rings to jam in on diesel engine due to the higher temperatures and soot
the ring grooves. Particularly when extremely high temperatures formation, and is sometimes also inserted in the second ring
occur within the ring groove, there is a risk that engine oil in the groove.
ring groove may become carbonised due to the temperature
impact. With diesel engines, soot formation occurs in addition
to potential oil coking. This also promotes deposits in the ring ATTENTION
groove. If the piston rings were to get stuck in the groove due to Keystone rings (one-sided and double) may not be inserted in
deposits, the hot combustion gases would be able to pass normal rectangular grooves. When using keystone rings, the
between the piston and cylinder wall unhindered and the ring grooves to be equipped on the piston must always have
piston would overheat. Removal of material by melting from the corresponding shape.
piston head and severe piston damage would be the result.
Cleaning function: Due to the shape of the keystone rings and the movement in the ring groove through the piston rocking
(see chapter 1.6.11 Piston ring movements), carbon deposits are mechanically rubbed off.
1.3.2 OIL CONTROL RINGS
FUNCTION
In particular the oil volume that is scraped off the top scraping
land and which occurs between the lands must be drained off
from this area, as it may otherwise get past the oil control ring
and will then have to be scraped off by the second compression
ring. To this end, one-part and two-part oil control rings have
either longitudinal slats or bores between the ring lands. The
oil scraped off the top land is guided through these openings
in the ring body to the rear side of the ring.
From there, the further drainage of the scraped off oil can take
place in different ways. One method is to guide oil into the oil
scraping groove on the inner side of the piston through bores
so that it can drip back into the oil pan from there. With Oil control ring
so-called cover slots (Fig. 1), the scraped off oil is fed back via
the recess around the pin boss on the outer side of the piston.
But a combination of both versions is also used.
NOTE
Both versions have proven themselves suitable for draining off For two-stroke engines, the lubrication of the piston takes place via
the scraped off oil. Depending on the piston shape, a mixture lubrication. Due to the design, this means that there is no
combustion process or use, one or the other version may be need to use an oil control ring.
used. Any general statement in favour of one or the other
version would be unsatisfactory. The decision regarding which
method is best suited for the relevant piston is therefore
determined in various practical test runs.
1. BASIC PRINCIPLES PISTON RINGS 12 | 13
MODELS
Two-part oil control rings consist of a ring body and a spiral To increase the durability, the outer diameters of the springs
spring behind it. The ring body has a significantly smaller cross are ground, wound tighter on the ring joint or coated with
section compared with the single-part oil control ring. This a teflon sheath. With these measures, the friction wear is
means that the ring body is relatively flexible and has an minimized between the ring body and spiral spring. The ring
extremely good fluidity. The spring bed of the spiral expander bodies of the two-part rings are made of either grey cast iron or
on the inside of the ring body is either semicircular or v-shaped. steel.
Three-part oil control rings consist of two thin steel rails, which
are pressed against the cylinder wall by a spacer expander
spring. Steel rail oil control rings are available with either
chrome-plated sliding surfaces or nitrided on all sides. The
latter offers better wearing properties on the sliding surface
and between the expander spring and the lamella (secondary
wear). Three-part oil control rings have an extremely good
fluidity and are used mainly on petrol engines in passenger
cars.
1
The complex requirements placed on the piston rings can not
be met by just one piston ring. This can only be achieved with
a combination of different piston ring types. In modern vehicle
engine manufacture, a combination of a compression ring, a 2
combined compression and scraper ring and a pure oil control
ring has therefore become an established solution. Pistons 3
with more than three rings are relatively rare today.
01 Compression ring
02 Compression and scraper ring
03 Oil control ring
There is no such thing as the best piston ring, nor the best The final piston ring combination for a newly designed engine
piston ring fitting. Each piston ring is a ‘specialist’ in its field. is defined based on extensive test runs on the test rig – as well
Each ring version and ring composition is ultimately a as under normal operating conditions.
compromise of completely different and, in some cases,
contradictory requirements. Changing just one piston ring can
create imbalance in the entire ring set combination.
The table below is not guaranteed to be complete, but shows favourable– positive
how different ring characteristics impact on the different ring
medium – neutral
functions.
unfavourable – negative
Softer material –
01 01 Free gap
02 Joint ends
03 Back of the ring (opposite joint ends)
04 Piston ring sliding surface
05 Ring flank surface
02
06 Piston ring internal surface
07
09
15
10
14 11
13
12
08
1. BASIC PRINCIPLES PISTON RINGS 18 | 19
* In specialist language, nitriding refers to the supply of nitrogen and is a process for
hardening steel. Nitriding is usually carried out at temperatures between 500 and 520 °C
with treatment times of 1 to 100 hours. Nitrogen is diffused onto the workpiece surface
to form an extremely hard, superficial compound layer of iron nitride. Depending on the
treatment time, this can have a thickness between 10–30 µm. Common methods
include salt bath nitriding (e.g. crankshafts), gas nitriding (with piston rings) and plasma
nitriding.
1.5.2 COATING MATERIALS OF SLIDING SURFACES
* Tribology (Greek) covers the research field and technology of interactive surfaces
in relative movement. It deals with the scientific description of friction, wear and
lubrication.
1. BASIC PRINCIPLES PISTON RINGS 20 | 21
MOLYBDENUM COATINGS
Characteristics
• High temperature resistance Microcaverns in the molybdenum
• Good emergency running properties coating
• Softer than chrome
• Less wear resistant than chrome rings
(more susceptible to dirt)
• More sensitive to ring flutter (with potential molybdenum
outbreaks in cases of extreme strain, e.g. with knocking
combustion and other combustion defaults)
GALVANIC COATINGS
CHROMIUM PLATINGS
Characteristics
• High durability (wear resistant)
• Hard, non-sensitive surface
• Reduced cylinder wear (approx. 50 % compared with
uncoated piston rings)
• Good resistance against burn marks
• Lower emergency running properties than with molybdenum
coatings
• Good wear resistance provides: a longer running-in time
than with unreinforced piston rings, steel rail oil control
rings or U-flex oil control rings Chromium plating
CC COATINGS (CHROME-CERAMICS) AND DC COATINGS (DIAMOND COATED)
Characteristics
• Minimal frictional loss due to extremely smooth surface
• Maximum wear resistance and high durability due to
embedded hard materials
• Good burn mark resistance
• Low wear on the layer of the piston ring, with consistently
low cylinder wear
PVD COATINGS
Characteristics
• Frictional loses are minimized due to an extremely smooth
surface.
• Extremely high wear resistance is achieved with an
ultra-thin and dense layer structure with a high hardness
level.
• Due to the high wear resistance, the ring contour is retained
over a longer service life. With a PVD-coated oil control ring, PVD coating
for example, the ring tension can be reduced further,
resulting in significant friction advantages.
1. BASIC PRINCIPLES PISTON RINGS 22 | 23
Unreinforced piston rings made from cast iron are usually only
precision-turned on the sliding surface. Due to the quick
running-in time of unreinforced rings, no grinding or lapping
takes place on the sliding surface. With coated or hardened
surfaces, the sliding surfaces are either ground or lapped. The
reason for this is that, due to the high wear resistance, it would
take an extremely long time for the rings to take on a round
shape and seal correctly. This may result in loss of power and
high oil consumption.
Asymmetrically crowned rings are thus also used for the oil
consumption control, particularly in adverse operating
conditions in diesel engines. This occurs, for example, after
longer idling periods, where oil is often released in the exhaust
tract and blue smoke is often generated when the accelerator is
pressed again.
Piston rings have a larger diameter in relaxed state than in To guarantee exact measurements, the measurement set-up is
installed state. This is necessary to create the required contact placed under vibration so that the expander spring can take on
pressure on all sides in the cylinder. its natural shape behind the ring body. With three-part steel rail
spring washers, axial fixing of the ring package is also
In practice, measuring the contact pressure in the cylinder is necessary due to the design, as the steel rails would otherwise
difficult. The diametral load that presses the ring on to the be deflected at the side and the measurement would not be
cylinder wall is therefore determined from the tangential force possible. Fig. 1 shows the schematic diagram of the tangential
based on a formula. The tangential force is the force required force measurement.
to pull the joint ends together on the joint clearance (Fig. 1).
The tangential force is measured with a flexible steel strip
placed around the ring. The strip is pulled together until the NOTE
specified joint clearance of the piston ring is achieved. The With piston rings, radial wear caused by mixed friction or long
tangential force can then be read off on the dynamometer. service life, results in a loss of tangential tension. It is only
The measurement of oil control rings always takes place with useful to measure the tension with new rings with a cross
the expander spring inserted. section that is still full.
The radial pressure depends on the modulus of elasticity of the Four-stroke engines deviate from the symmetrical radial
material, the free gap in untensioned state and, last but not pressure distribution with compression rings. A pear-shaped
least, the cross section of the ring. There are two main methods distribution (positive-oval) is used instead to combat a
of differentiation with radial pressure distribution. The easiest tendency to flutter on the ring joint ends at higher speeds
method is the symmetrical radial pressure distribution (Fig. 2). (Fig. 3). Ring flutter always starts at the joint ends and is
This is the case with multi-part oil control rings in particular, transferred from there over the entire ring circumference. The
which consist of a flexible ring carrier or steel rails with a increase in the pressure force on the joint ends combats this,
relatively low internal stress. The expander spring behind as the piston rings in this area are pressed more forcefully onto
presses the ring carrier or the steel rails against the cylinder the cylinder wall, effectively reducing or preventing ring flutter.
wall. The expander spring, which is supported against the rear
side of the ring carrier or steel rail in compressed state
(installed situation), causes the radial pressure to act
symmetrically.
Fig. 2: Fig. 3:
Symmetrical radial Positive-oval radial pressure
pressure distribution distribution
1.6.3 INCREASE IN CONTACT PRESSURE DUE TO COMBUSTION PRESSURE
Much more important than the internal stress of the piston With a higher number of compression rings, no further increase
rings is the increase in contact pressure due to the combustion in contact pressure occurs from the second compression ring
pressure acting on the compression rings during engine onwards as a result of the increase in contact pressure.
operation.
Pure oil control rings only work based on their internal stress.
Up to 90 % of the total pressure force of the compression ring is The gas pressure can not act as a contact pressure amplifier
generated by combustion pressure during the combustion here due to the special shape. The distribution of forces on the
cycle. As shown in Fig. 1, the pressure is applied behind the piston ring is also dependent on the shape of the piston ring
compression rings and presses them even more firmly against sliding surface. With taper faced rings and crowned ground
the cylinder wall. This increase in contact pressure acts mainly compression rings, gas pressure also enters the sealing gap
on the first compression ring and to a lesser degree on the between the piston ring sliding surface and cylinder wall and
second compression ring. acts against the gas pressure applied behind the piston ring
(see chapter 1.3.1 Compression rings).
The gas pressure for the second piston ring can be controlled
by varying the joint clearance of the first compression ring. With The axial pressure force acting on a compression ring on the
a slightly larger joint gap, more combustion pressure is applied bottom groove side is only generated by the gas pressure. The
on the rear side of the compression ring, for example, which internal stress of the rings does not act in axial direction.
causes an increase in the contact pressure here too.
NOTE
During idling, the poorer filling of the cylinders results in a
lower contact pressure increase on the rings. This is particularly
notable on diesel engines. Engines left idling for a long time
have increased oil consumption, as the scraping action suffers
from a lack of gas pressure support. Often, the engines emit
blue oil clouds from the exhaust after a longer idling period,
because oil was able to collect in the cylinder and exhaust tract
and is only burnt when the accelerator is pressed.
Example calculation
Cylinder diameter d = 100 mm
Ambient temperature t1 = 20 °C = 293 K
Operating temperature t2 = 200 °C = 473 K
Coefficient of linear expansion of cast iron α = 0.000010 K-1
Piston rings not only seal on the sliding surface, but also on
the lower flank. The sealing effect on the sliding surface is
responsible for the ring sealing to the cylinder wall; the bottom
groove side is responsible for sealing the rear side of the ring.
So good contact between the ring and the cylinder wall is
required, as well as good contact with the bottom groove side
of the piston (Fig. 1). Without this contact, oil or combustion
gases can pass by the ring via the rear side of the ring.
The figures clearly show that the wear (dirt and long service life)
means that the sealing on the rear side of the ring is no longer
guaranteed and that higher levels of gas and oil transfer occur Fig. 1: Sealing through the groove side
through the groove. It is therefore not helpful to fit new rings in
worn ring grooves. The unevennesses on the groove side do not
seal against the ring and the expanded height of the groove
allows the ring to move more freely. Because the ring is not
guided correctly in the groove due to excessive height
clearance, the ring lifts much more easily off the groove side,
oil is pumped much more easily (Fig. 2 and 3) and ring flutter
and loss of sealing effect occur much more readily. Excessive
crowning also occurs on the sliding surface of the ring. This
results in an excessively thick oil film and increased oil
consumption.
The ring height clearance (Fig. 1) is not the result of wear in the
ring groove. The height clearance is an important functional
dimension to ensure the correct function of piston rings. The
ring height clearance guarantees that the rings can move freely
in the piston ring grooves (see also chapter 1.6.11 Piston ring
movements).
It must be large enough that the ring does not become jammed
under operating temperature and that sufficient combustion
pressure can flow into the groove to build up behind the ring
(see also chapter 1.6.3 Increase in contact pressure due to
combustion pressure).
Fig. 1: Ring height clearance
But, conversely, the ring height clearance must not be too large,
as the ring would receive less axial guidance. This promotes
ring flutter (chapter 2.6.7 Ring flutter) and also excessive 1.6.9 RING TWISTING
twisting. The result is problematic wear on the piston ring
(excessive crowning on the piston ring sliding surface) and
increased oil consumption (chapter 1.6.6 Piston ring sealing Inside steps or inside bevels on piston rings result in twisting in
faces). tensioned, installed state. In dismantled, untensioned state,
the twisting is not effective (Fig. 2) and the ring lies flat in the
ring groove.
If the ring is installed – i.e. tensioned – the ring is deflected to
the weaker side, where material is missing due to the inside
bevel or the inside step. The ring is bent or twisted. Depending
on the position of the chamfer or the angle on the bottom or
top edge, we refer to a positive or negative twisting piston ring
(Fig. 3 and 4).
Fig. 5: Fig. 6:
Without combustion pressure With combustion pressure
1.6.10 FLUIDITY
Fluidity refers to how well the ring adapts to the shape of the As described in this brochure, the pressure force for multi-part
cylinder wall to achieve a good sealing effect. The fluidity of a oil control rings comes from the corresponding expander
ring depends on the elasticity of the ring or ring body (two-part springs. The ring body or steel rails are extremely flexible and
oil control rings) or the steel rails (multi-part oil control rings), adaptable.
as well as the contact pressure of the ring / ring body on the
cylinder wall. The fluidity is better the more elastic the ring/ring Good fluidity is particularly important if cylinder irregularities
body is and the higher the contact pressure. Large ring heights and cylinder unevennesses occur due to form deviations. These
and large ring cross sections have a high rigidity and also result are caused by distortions (thermal and mechanical), as well as
in higher inertial forces during operation due to the higher by machining and fitting errors. See also chapter 2.3.5 Cylinder
weight. They therefore don't fair as well in terms of fluidity as geometry and roundness.
rings with low ring heights and low ring cross sections,
resulting in lower inertial forces.
In order to run in and seal perfectly, piston rings must be able Ideally, the rings should be in contact with the bottom groove
to turn in the ring grooves. The ring rotation is created on the side. This is important for the sealing function, as the rings do
one hand by the honing structure (cross-hatch), as well as by not only seal on the piston ring sliding surfaces, but also on the
the piston rocking movement in the upper and lower piston bottom ring sides. The bottom groove side seals the ring
dead centre. Flatter honing angles cause less ring rotation and against gas or the passage of oil on the rear side of the ring.
steeper angles cause higher ring rotation rates. The ring The sliding surface of the piston ring seals the front side to the
rotation is also dependent on the engine speed. 5 to 15 cylinder wall (see from chapter 1.6.6 Piston ring sealing faces).
rotations per minute are realistic rotation figures – merely as an
indication of the quantity of ring rotations. The upstroke and downstroke of the piston and the reversal of
direction cause inertial forces to act on the rings, causing the
With two-stroke engines, the rings are secured against twisting. rings to lift off the bottom groove side. An oil film within the
This also prevents rebounding of the joint ends in the gas groove dampens the lifting off of the piston rings from the
channels. Two-stroke engines are mainly used in bicycles, bottom groove side caused by the centrifugal forces. Problems
garden equipment and similar. The uneven wear on the rings here occur mainly when the ring grooves have been expanded
resulting from the prevented ring rotation, the possible coking due to wear, resulting in an excessively large ring height
in the ring grooves and the reduced service life are accepted clearance. This causes the ring to lift off its contact surface on
here. This type of application is designed for a shorter engine the piston and leads to ring flutter emitting mainly from the
service life anyway. On a normal four-stroke vehicle engine joint ends. The sealing effect of the piston ring is lost and oil
used on the road, significantly higher requirements are placed consumption increases. This is the case in the intake cycle in
on the mileage. particular, if the downstroke of the piston and the resulting
vacuum in the combustion chamber lifts the rings off the groove
The twisting of the ring joints towards each other by 120° base and the oil is sucked past the rear side of the ring into the
during installation is merely intended to ensure better start-up combustion chamber. In the other three cycles, the pressure
of the new engine. During subsequent operation, every from the combustion chamber presses the rings onto the
conceivable position of the piston rings is possible within the bottom ring side.
ring groove if the rotation is not prevented by the design
(two-stroke engines).
RADIAL MOVEMENT
RING TWIST
Ring twisting
2. INSTALLATION AND SERVICE 38 | 39
ATTENTION
The wear dimension refers to the outer edges of the ring groove
x
to be measured, i.e. it must not be possible for the feeler gauge
with a thickness of 0.12 mm to be pushed between the piston
ring and ring groove as shown in Fig. 2. In this case, the ring
groove is classed as already worn.
Bright, ultra-smooth cylinder surfaces which no longer have any Localised bright spots on the cylinder sliding surface after
honing grooves are either the result of natural wear or a long a relatively short service life (the honing structure has also
service life or, after a short service life, are caused by dirt and been completely removed in this area) are an indication that
mixed friction. mixed friction and increased wear in the cylinder has occurred
in the area with the bright spots. There are two main causes for
The fact that all honing grooves have been removed due to localised bright spots such as these.
wear is a reliable indication that a cylinder bore is worn.
Re-measuring with suitable measuring equipment is not
necessary. Such cylinders should always be replaced (cylinder
liners) or freshly drilled and honed (engine blocks).
Cylinder distortions result in irregularities at indefinite points At the raised points in the constrictions, inadequate lubrication
within the cylinder (Fig. 1). The position of the bright spots is and mixed friction occurs as the piston ring slides over,
the same as the place where the distortion occurred. The piston combined with intermittent contact with the cylinder wall.
rings run over these constrictions and mainly wear off material
there. Causes include
• Thermal distortions due to localised overheating – caused
by poor heat transfer (soiling) to the cooling agent
• Failure to observe the specified tightening torque, use of
incorrect O-rings or other distortions due to tightening
Remedy
• Thorough cleaning and reworking where necessary of the
cylinder counter bore for wet and dry cylinder bores
• Exact compliance with the tightening specifications when
mounting the cylinder head
• Regular cleaning of the cooling fins of air cooled cylinders
• Ensuring correct function of the cooling system (circulation
speed, cleanliness)
• Use of the specified sealing rings (dimensions, material
composition)
2.3.3 BRIGHT AND POLISHED AREAS IN THE TOP CYLINDER AREA (BORE POLISHING)
There are bare points in the top area of the running surface of Remedy
the cylinder liner run over by the top land (Fig. 2). This is due to • Correct operation of the engine
hard deposits on the top land caused by irregular combustion, • Use of the specified oil qualities
poor oil quality or low combustion temperatures as a result of • Use of branded fuel
frequent idling periods or part-load operation. Here, the carbon • Correct maintenance, inspection and adjustment of the fuel
layer (Fig. 3) causes abrasive wear on the cylinder wall, injection system
damages the oil film, causes mixed friction, increased piston
ring wear and high oil consumption.
Fig. 2: Bright and polished areas in Fig. 3: Carbon layer on the top land
the top cylinder area
2.3.4 TOP RING REVERSAL BORE WEAR
Top ring reversal bore wear (Fig. 1) occurs after a long service The top ring reversal bore wear is largest in the piston ring
life on the turning points of the piston rings in the top and turning zone close to the top piston dead centre as a result of
bottom top dead centre. In this area, the piston speed is the design, as the cylinder surface is subjected to the hot
reduced and even comes to a standstill briefly on the turning combustion here, which impedes the lubrication.
point. This impedes the lubricating effect, as the piston ring
briefly no longer floats on the oil film due to the lack of relative The extent of the top ring reversal bore wear determines
speed to the cylinder wall and metal contact with the cylinder whether the cylinder liner or engine block can be reused. If the
wall occurs. top ring reversal bore wear exceeds the values listed in the
table, the cylinder liner must be replaced or the engine block
must be freshly honed. If similar levels of wear occur at a
different point in the cylinder, the wear dimensions listed
below obviously also apply here.
Fig. 2: Impact of the piston ring with the old piston Fig. 3: Impact of the piston ring with the new piston
2. INSTALLATION AND SERVICE 44 | 45
Perfect cylinder geometries are essential for optimal piston ring This leads to increased passage of oil in the cylinder, increased
sealing. Deviations from the cylinder shape, irregularities, blow-by gas emission, temperature and efficiency problems.
dimensional faults and distortions in the cylinder bores result These, in turn, are causes of early wear and even piston
in sealing problems on the piston rings. damage.
Irregularities in the bore geometry are divided into levels. Particularly with newer piston designs, where the piston ring
A perfect cylinder bore with no irregularities or form deviations heights are close to one millimetre or even lower, the sealing
in axial direction is classed as a stage 1 bore. Oval bores, which problems become increasingly pronounced with irregular
are often caused by machining faults or poor heat dissipation, cylinder bores. The design-based reduction of the piston ring
are known as stage 2 irregularities. Stage 3 triangular irregulari heights serves to reduce frictional losses inside the engine and
ties are mainly the result of a superposition of stage 2 and thus also the fuel consumption. The reduction of the contact
stage 4 distortions. Stage 4 irregularities, i.e. square shape surfaces of these rings on the cylinder wall requires a lower
faults, are usually caused by distortions resulting from the piston ring tension. The specific surface pressure of the rings
tightening of the cylinder head bolts. would otherwise become too large and the tribological
characteristics would become worse. If the bore geometries are
The extent of the irregularity can fluctuate between zero and correct, this design-based reduction of the piston ring tension
several hundredth of a millimetre. Due to low piston installation has no negative effects. The rings seal extremely well, cause
or piston-to-wall clearances on some engines, distortions of only minor frictional losses and have a high durability. With
more than a hundredth of a millimetre (0.01 mm) may therefore irregular and distorted cylinders, the lower piston ring tension
already be too much. Piston rings are only capable of reliably means that the rings do not adapt or adapt extremely slowly to
sealing minor stage 2 irregularities, i.e. slightly oval cylinder the cylinder wall and can therefore not fulfil their specified
bores and slight keystone shapes in axial direction. Stage 3 sealing function.
and stage 4 irregularities, as are often created by screw
distortions and/or machining faults, can quickly bring the
piston rings to the limits of their sealing function.
01
01
02
01
02
03
x x
A piston ring may only be spread far enough so that the inside
diameter can be brushed over the outside diameter of the
piston. Further spreading results in distortion of the ring,
particularly on the back of the ring (Fig. 1), causing significant
sealing problems in installed state.
Fig. 1: Excessive spreading of the piston ring
Breaks, detachment of coatings (particularly on rings filled with
molybdenum), reduced pressure forces on the back of the ring,
through to crescent-shaped gaps (Fig. 2) are all problems that
impair the function of the piston ring or cause it to fail completely.
ATTENTION
Never bend the piston rings up to increase the tension! When
the joint ends are pulled apart, the ring only bends in one place
– at the back of the ring. The ring tension can not be increased
in this way. Quite the opposite: If the ring is bent up or bent out
of shape excessively, the ring loses its round shape and can no
longer seal correctly.
ATTENTION
Pulling on the piston ring quickly by hand without breaking it
may demonstrate the skill of the mechanic, but usually also
damages the piston ring during the mounting stage.
x
• Never pull the ring over the piston in the way shown. If the
ring bends and no longer lies flat in the groove, it will no
longer rotate in the groove, becomes worn on one side or no
longer seals correctly. Even worse for rings with a
molybdenum coating, however, is flaking or breaking of the
molybdenum layer. If the loss of the sliding layer does not
occur during installation, then it will definitely happen
during engine running. The sliding layer comes loose,
damages the piston and cylinder and the piston eats away
the cylinder bore, because hot combustion gases blow
through between the piston and the cylinder wall. The loose
parts lead to damage on the piston and cylinder sliding
surfaces.
• Avoid pulling the piston rings on and off unnecessarily. The
rings bend slightly during each mounting. Do not pull off the
rings of pre-assembled pistons to measure them, for
example.
• Observe the installation sequence of the rings: First mount
the oil control ring, then the second compression ring,
followed by the first compression ring.
When we talk about engine running-in, we usually think about Customers and mechanics often have different opinions
all the moving components that have to adapt to each other. regarding the approach to the initial start-up and running-in of
This is correct in general, but is particularly true of piston rings. reconditioned engines. Many believe that a running-in period of
Piston rings are the components that are subjected to the between 500 and 1,500 km is still necessary, while others
highest level of stress due to their tasks and not only have to believe that no running-in period is required at all. The latter
adapt to the surface of the associated part, but must also seal opinion is based largely on the information from a number of
perfectly. The piston rings are therefore the components that engine manufacturers, who do not plan for a specific engine
benefit most from a correct and good running-in process. All running-in period. Both opinions are correct and justified in
components supplied with pressure oil do not have to contend their own right. We merely have to differentiate between new
with the same high levels of stress during running-in as the and reconditioned engines.
piston rings.
2.5.2 RUNNING-IN NEW ENGINES
Today, new engines are produced using state-of-the-art After all, the end consumer expects an engine performance
production methods. The interacting sliding parts are that is significantly higher than what was classed as optimum
manufactured so precisely that the adaptation that previously 25 years ago. Last but not least, a new vehicle from the factory
took place during the running-in time of the engine has already has completed a veritable cold start marathon by the time it
taken place on the components in special manufacturing has passed through the various logistics centres and transports
processes. This takes place in special manufacturing processes and arrived at the customer. An engine often has to withstand
(e.g. for running surfaces of the cylinder liners), as well as 150 cold starts without ever reaching operating temperature in
through precision machining of the remaining interacting between. Also consider ship transport to other countries and
sliding parts. This mainly involves lapping processes to free the continents. An engine that still had to be run in would
surfaces from the ultra-fine burrs and surface unevennesses obviously have a bad start in life under these conditions.
created during the machining processes. Previously, the
adaptation process was carried out by the interacting sliding Another reason for the more relaxed running in instructions for
parts, which had to adapt to each other during the running-in new vehicles from the factory is the fact that, due to the current
time. This involved a significant loss of material. Pistons rings levels of traffic on the roads, vehicles are hardly ever run to
lost a significant portion of their wear reserves as early as the their maximum performance limits. Even on motorways with no
first hours of operation, for example. Particularly in today’s speed restrictions, it is rarely possible to reach the vehicle top
climate, where every milligram of emissions is fought over, speed or rated output of the engine for any length of time.
engines are required to comply with their defined fuel A driver who used to travel briskly with a 30 kW vehicle and
consumption figures and the emissions limits from the very with a low achievable top speed was able to run the vehicle at
start. full load for extended periods even on normal roads.
CONSTANT OIL LEVEL MONITORING DURING THE And let’s not forget the fuel system. Particularly on diesel
RUNNING-IN PHASE engines with new or reconditioned injectors, it is important that
they are flushed through correctly. The fuel quantities injected
The oil consumption may be higher during the running-in during idling are extremely small, however. A slightly stiff
phase. It is advisable to check the oil level every 50 to 100 km injector nozzle needle may also not open or may not atomise
and to top up the oil if necessary. In the event of a noticeable the fuel correctly.
drop in the oil level on the oil dipstick, continue to check at
shorter intervals. Do not overfill.
Frequently, the skewing also means that the piston rings are
unable to turn and deflect into an elliptical form. This causes
uneven radial wear, which often results in the piston rings
breaking.
2.6.2 OVAL BORE
2.6.4 DIRT
Cause 1
The dirt is transported into the cylinder with the intake air. This
always happens when the air filter maintenance is not carried
out correctly. If the vehicle is driven without an air filter or if
there is a leak in the intake system and the dirt enters the
combustion chamber past the air filter. The dirt in the combustion
chamber also enters the piston ring grooves, where it combines
with the oil to form an abrasive paste (Fig. 2). The height of the
piston rings is ground down in this case and the piston ring
grooves are expanded (Fig. 3). The wear caused by the dirt on Fig. 2: Dirt and oil deposits in the ring groove
the piston rings mainly acts on the ring sides in axial direction. combine to form an abrasive paste.
In radial direction (on the sliding surface), the ring also wears
due to the resulting mixed friction, but nowhere near as much
as on the sides. Roller marks on the ring sides are a frequent
indication of dirt in the ring grooves. The dirt, which consists
mainly of fine sand, in conjunction with the rotation of the rings
and the piston rocking motion, scratches characteristic
patterns into the ring side.
Fig. 1: Mixed friction – metal contact occurs between the piston ring
and cylinder wall
2. INSTALLATION AND SERVICE 62 | 63
Piston ring fractures are caused either by excessive wear, ring The significantly increased ring height clearance usually results
flutter or faults during ring mounting. in ring flutter, and the ring can no longer withstand the stress
acting on it. The ring usually breaks into many small pieces.
Fractures during operation of the piston rings do not occur
without extreme operating conditions. When pulling the rings But rings don’t necessarily have to have a reduced material
on to the piston, the mechanical stress is much higher than thickness to break. If combustion faults occur during operation,
during operation. When pulling on the piston rings, the piston rings may break due to the high stress without them being
rings must withstand significantly more bending stress than worn. Unintentional water or oil ingress in the combustion
during installation in the cylinder. A ring with joint or material chamber can also lead to ring fractures. Liquids can not be
faults would break when pulling it on. compressed. If the quantity of liquid exceeds the volume of the
compression space, the liquid must either push past the piston
If broken piston rings are found in the engine immediately after or break the piston or piston rings. The connecting rod may also
a piston repair, they were usually damaged or broken bend or the cylinder wall/cylinder liner break.
beforehand by incorrect piston installation or faulty fitting
tools.
Rings can break during operation after a long service life.
This happens if the radial or axial wall thickness has already
been reduced significantly due to wear.
Ring flutter can occur in particular on petrol engines under AXIAL RING FLUTTER
medium load and at high speeds. Fluttering refers to both the
lifting of the piston ring off the bottom flank contact area and Axial ring flutter is usually initiated in the ring from the joint
the loss of sealing effect on the ring due to the loss of radial ends. Due to their exposed position, the joint ends are
contact on the cylinder wall (collapsing). Both result in loss of particularly susceptible to lifting off the bottom contact surface
power and high oil consumption, as the sealing function is under unfavourable conditions. The joint ends set into vibration
impaired or eliminated completely. then transfer the vibration in waves over the entire piston ring.
ATTENTION
Due to the lower inertial force, low ring heights have less
tendency to flutter. Higher contact pressure on the joint ends
counteracts the tendency towards fluttering.
The piston on four-stroke engines is always lubricated with The direct oil cooling means that enough oil runs back inside
splash and centrifugal oil from the crankshaft. However, the the piston, which lubricates the cylinder wall as it travels.
crank webs of the crankshaft are usually not immersed in the
crankcase sump. This would cause the oil to foam and result in Depending on the engine speed, oil pressure and design
loss of power. The oil required for lubricating the cylinder wall features, the oil quantities in drop form on the cylinder wall
is released from the bearing positions on main and connecting must be scraped off and distributed by the oil control rings.
rod bearings as intended. Because the crankshaft rotates, this To achieve an optimal lubricating effect with minimal oil
oil is distributed in drop form over the entire crankcase and is consumption, the lubricating film on the cylinder wall must be
thus also sprayed on the cylinder wall if the piston is in the no more than 1–3 µm thick. A thinner lubricating film causes
upper cylinder area. mixed friction and high component wear. A thicker lubricating
film usually results in higher oil consumption. The causes
On engines subjected to a high level of stress or on engines leading to an oil film that is either too thin or too thick are
where only small amounts of oil are released from the bearings, outlined in chapter 1.5.5 Crowned sliding surface shapes,
the lubrication of the cylinder wall is guaranteed by using among others.
hollow bored connecting rods, which also spray the cylinder
wall on the piston pressure side (Fig. 1). For engines equipped
with piston spray cooling for better heat dissipation from the
pistons, these measures are not required.
Engine oil is the most important component in the engine. If the • Integration of solid external substances, dust, abrasion and
components were not lubricated with oil and cooled, it would combustion products such as soot or ash
not be possible to run a combustion engine as we know and • Corrosion protection of the engine parts against aggressive
use them today. The oil separates the interacting sliding parts combustion products through formation of protective layers
with a thin oil film and, through lubrication, prevents the metal on the metal surface
friction and wear between the interacting sliding parts. The • Neutralisation of acidic combustion products through
engine oil also has the task of transporting heat and dirt within chemical conversion
the engine. • Transfer of forces in hydraulic chain tensioners and valve
tappets
Important tasks of engine oil • Keeping the engine parts clean by removing carbon deposits
• Lubrication (separation of the metal surfaces moving and ageing products of the engine oil with oil-soluble soaps
against each other) • Protection from wear (the engine components moving
• Cooling (heat dissipation) against each other)
• Removal of dirt • Making undesired combustion products harmless
• Stability against shearing effects (e.g. caused by sharp
piston ring edges)
• Sealing of the combustion chamber to the crankcase and
the intake and exhaust gas ports via the valve guides to the
valve train
Engine oil consists of a base oil and additives. The combustion process causes acids and other harmful
To improve the characteristics of the base oil, substances to form, which decompose the oil gradually.
additives are added to the oil. The content of A high influence of heat also causes some of the low-boiling oil
additives and their composition is derived from the components to vaporise, which also results in a change in the
requirements placed on the oil. composition. The use of ultrafine filters, which promise
life-long oil usage without the need for an oil change, is
The additives cause or have an influence over therefore questionable.
• Viscosity and flow properties
• Surface-active performance Oil still has to be topped up periodically and expensive additives
• Neutralisation capacity also have to be added, because a natural oil consumption
• Neutral behaviour towards sealing materials occurs with every engine and, sooner or later, there would
• Low foaming tendency otherwise be no oil left in the engine. So installing additional
• Long service life, long oil change intervals systems such as these would hardly be economically
• Low oil consumption advantageous for the owner of the vehicle.
• Low fuel consumption
• Fuel compatibility Summary
• Environmental safety Both the base oil and the additives are used up over time, so
that the oil has to be changed at regular intervals (oil change).
Engine oil is depleted through ageing and contamination. During the oil change and the filter replacement, the harmful
The additives in the oil are used up and aggressive combustion combustion products are removed from the engine and made
products and dirt contaminate the oil. The ageing of the oil is harmless. The fresh oil lubricates and cleans more effectively
partly caused by high temperatures. and offers new reserves against all damaging influences the oil
is subjected to.
Engine oil consists of long-chain hydrocarbon molecules.
The viscosity of the oil is determined by the length of the
molecular chains. Long molecules have a higher viscosity.
The long molecular chains are chopped into shorter pieces
during engine operation due to shearing influences. This has
a negative impact on the viscosity and the lubricating
characteristics. In extreme situations, the oil is then less
resistant and no longer able to guarantee the desired
lubrication characteristics.
NOTE
Further information can be found in the brochure
"Oil consumption and oil loss".
NORMAL OR DESIGN-RELATED OIL CONSUMPTION small quantities of oil, which then become noticeable as oil
consumption over a prolonged period. The change in
Oil that passes by the piston-piston ring-cylinder bore from the movement of the piston in the upper top dead centre and the
crankcase into the combustion chamber is burnt and results in resulting inertial forces drive the oil off the piston rings. This
oil consumption. Due to the design of the combustion engine quantity of oil is burnt during the combustion in the next
and the sealing system piston-piston ring-cylinder bore, combustion cycle.
a certain amount of “normal” oil consumption occurs naturally
during engine operation.
INCREASED AND EXCESSIVE OIL CONSUMPTION
The engine oil is present on the cylinder wall in the form of
a thin oil film (approx. 1–3 µm thick) and is subjected to the hot Excessive oil consumption caused solely by the sealing system
combustion during the downstroke of the piston in the piston-piston ring-cylinder bore can always be traced back to
combustion cycle. The hot combustion gases cause vapori reasons for which the piston rings are not primarily responsible.
sation during each combustion cycle and the combustion of Although the piston rings are involved, they are not the cause.
Reasons for increased oil consumption caused by poor sealing effect of the piston rings, include
• Worn rings (reduction in the radial and axial wall • Ring flutter (see chapter 2.6.7 Ring flutter)
thicknesses) • Scratched sealing areas (bottom groove sides) due to
• Incorrect honing incorrect cleaning of the ring grooves
• Abrasive wear due to soiling (chapter 2.6.4 Dirt) • Rings sticking in the ring grooves due to dirt, carbon or bent
• Oval cylinders and/or out-of-true cylinders (see also chapter rings (incorrect handling)
2.3.5 Cylinder geometry and roundness) • Lack of groove base clearance due to incorrect rings or
• Worn pistons (ring grooves) due to dirt and long service life carbon deposits (incorrect oil specification)
• Worn cylinders (out-of-true, polished, distorted) • Incorrect ring assembly, incorrect ring heights, incorrect
• Skewed pistons due to bent connecting rods radial wall thickness, incorrect shape (rectangular ring in
(see chapter 2.6.1 Skewing of pistons) keystone groove and vice-versa)
• Wrong oil specification • Incorrect installation of oil control rings (incorrect
• Used and outdated oil installation of the expander springs)
• Mixed friction due to fuel flooding
(see chapter 2.6.5 Fuel flooding)
In practice, opinions about the point at which oil consumption Diesel engines always use more engine oil than petrol engines.
is excessive differ widely in different countries. A widely spread Engines with a turbocharger also need more oil than engines
assumption or expectation is that an engine does not use or without a turbocharger due to lubrication of the turbocharger.
must not use any oil, but this is fundamentally wrong for the
reasons outlined above. It is clear, however, that the oil consumption is lowest after the
running-in phase and the consumption increases over the life
Every engine manufacturer has guide values or limit values for of the engine. The minimum values therefore apply more for
oil consumption for each of its engines. If increased oil new engines and the maximum values apply for engines that
consumption is suspected, then the guide value or limit value have already exceeded 2/3 of their service life.
for oil consumption specified by the relevant engine Even on engines where only partial repairs have been carried
manufacturer must be obtained. Repair shop manuals and out (e.g. replacement of the pistons or only the piston rings), it
operating instructions often also provide information on the oil can not simply be assumed that the maximum value will not be
consumption of an engine. exceeded. The opposite is often the case. All parts of an engine
wear equally. If only 10 % of an engine is replaced, the
If no exact oil consumption values are available from the engine maximum improvement it is possible to achieve in the best
manufacturer, an oil consumption of 0.25 % to 0.5 % based on case scenario is just 10 %.
the actual fuel consumption can be assumed. On small
passenger car engines, this may be slightly less. In this case,
the oil consumption is between 0.1 % and 0.5 % of the fuel
consumption.
EXAMPLE CALCULATION FOR UTILITY VEHICLES EXAMPLE CALCULATION FOR PASSENGER CARS
A utility vehicle consumes roughly 40 litres of fuel for A passenger car consumes roughly 8 litres of fuel for
100 km travelled. 100 km travelled.
This can be extrapolated to 400 litres of fuel for This amounts to 80 litres of fuel for 1000 km.
1000 km. • 0.1 % of 80 litres of fuel equals 0.08 litre of oil
• 0.25 % of 400 litres of fuel equals 1 litre of oil consumption.
consumption. • 0.5 % of 80 litres of fuel equals 0.4 litre of oil
• 0.5 % of 400 litres of fuel equals 2 litre of oil consumption.
consumption.
2.7.7 DEFINITION OF AND DEALING WITH OIL CONSUMPTION
The oil consumption is within the limits specified by the On utility vehicles, the oil consumption is between double and
manufacturer or within the values listed in the previous triple the normal oil consumption. On passenger cars, it is
chapter. There is no fault or reason for complaint. 0.5 to 1 litres/1,000 km. The engine is running normally and is
not necessarily showing signs of blue smoke from the exhaust
system.
Occurrence
Vehicles that have already exceeded 2/3 of the normal service
life. Also new, repaired and reconditioned engines that are still
in the running-in phase. Engines that are operated in
unfavourable conditions (hot ambient temperatures, frequent
short-distance drives, idle mode, trailer operation, etc.).
Remedies
Not necessary or may not be necessary, but observation and
regular oil level checks/top ups are required to ensure that the
oil level does not sink below the minimum during operation.
Where necessary, look in to what is causing the increased oil
consumption. In addition to the engine itself, accessories such
as turbochargers, mechanical fuel injection pumps and vacuum
pumps are potential candidates, or an even distribution across
all accessories. It may be possible to remedy the oil
consumption through targeted repairs. If there is damage on
one of the accessories, which is contributing significantly to the
oil consumption, the oil consumption may also have increased
erratically.
Occurrence
With completely worn engines and engines that have been
reconditioned incorrectly or inadequately. With engine damage
such as piston seizures, piston fractures, turbocharger damage
or following a failure of other oil-lubricated accessories.
2.7.8 HOW TO CHECK OIL LEVEL AND OIL CONSUMPTION CORRECTLY
Reading errors often occur when checking the oil level, which • Check the oil level using the proper method and top up to
lead to a misinterpretation of the actual oil consumption. The the maximum mark.
vehicle must be on even ground and the oil must be given five • Drive the vehicle for 1,000 km keeping a record of the fuel
minutes after the engine is switched off to allow it to flow back consumption.
into the oil pan and to drip off correctly. After withdrawing the • Check the oil level again after 1,000 km and top up to the
dipstick, hold it vertical with the end pointing downwards so maximum mark. The quantity added will be the oil
that the oil does not track back up the dipstick resulting in an consumption at 1,000 km.
incorrect reading. • An alternative and more precise method is to view the
topped up oil quantity in relation to the whole picture and
If there really is insufficient oil, top up the oil slowly and in compare it to the values stated above.
small quantities (in increments of 0.1 litres). If oil is topped up • Draining off and measuring the oil before and after the
too quickly or if too much oil is added, the oil level will then be measuring run has not proven successful in practice.
too high. If the crankshaft is dipped into the crankcase sump The measurement distortions due to the oil losses through
because the oil level is too high, the oil is stirred up, catapulted collecting vessels and similar prevent a precise
around and released in drop form in increased quantities for measurement.
engine ventilation. Because the engine ventilation is connected
in the intake air system, the oil is directed into the combustion
chamber, where it is burnt. TOP UP AMOUNTS
When filling an engine after the oil change, the specified filling Particular care must be taken with the oil filling quantities
quantity is not topped up, but rather filling only takes place up listed in the handbook or operating instructions. Often, no
to the maximum mark. Then run the engine until the oil differentiation is made between the first filling quantity (for dry,
pressure has built up. After switching off the engine, wait a oil-free engines) and the change quantity (with/without oil filter
couple of minutes for the oil to flow back into the oil pan. replacement).
Having done this, check the oil level again and top up the oil
level to the maximum mark. The fact is that, when the oil is changed, a certain amount of oil
is left in the engine (adhering to pipes, channels, oil coolers, oil
pumps, units and surfaces). If the oil quantity for initial filling is
added when changing the oil, the oil level will be much too
high. The reverse is also possible. The oil change quantity is
specified too low. If the engine is started, there will be insufficient
oil afterwards. If the oil is not topped up correctly and is no
longer monitored, this is frequently misinterpreted as oil
consumption. It is also important to ensure that the viscosity of
the oil is correct. Oil with a low viscosity (thin) is used up more
quickly than oil with a high viscosity. Only use the specified oil
approved by the engine manufacturer.
2. INSTALLATION AND SERVICE 76 | 77
In the interest of fairness, complaints due to excessively high The success of repairs for remedying increased oil consumption
oil consumption should only be made if the vehicle has been depends largely on the time and material requirements.
maintained in accordance with the specifications and the The vehicle owner or repair company determines themselves
inspection intervals have been complied with at all times. how good the repair result will be. But one thing is certain:
The correct spare parts and the specified engine oil must also Installing new piston rings alone will enable a worn engine to run
have been used. Increased oil consumption does not occur for a while longer. But the oil consumption will not be improved.
suddenly. An engine continues to run without difficulty with
a higher oil consumption. Maintenance transgressions and the
resulting increased wear often only occur on older vehicles.
The money saved on engine maintenance will ultimately still
have to be paid out in increased oil consumption and
premature repairs.
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