Automotive 
Engineering 
Fundamentals 
Richard Stone 
and 
Jeffrey K. Ball 
mAE - Internationa/ 
Warrendale. Pa. 
Allrightsreserved.Nopartofthispublicationmaybereproduced,storedinaretrievalsystem,ortransmitted,inanyformorbyanymeans,electronic,mechanical,photocopying,recording,orother-wise,withoutthepriorwrittenpermissionofSAE.Forpermissionandlicensingrequests,contact:SAEPermissions400CommonwealthDriveWarrendale,PA15096-0001USAE-mail:permissions@sae.orgTel:724-772-4028Fax:724-772-4891LibraryofCongressCataloging-in-PublicationDataStone,Richard.Automotiveengineeringfundamentals/RichardStoneandJeffreyK.Ball,p.cm.Includesbibliographicalreferencesandindex.ISBN0-7680-0987-11.Automobiles\p=m-\Designandconstruction.I.Ball,JeffreyK.II.Title.TL240.S8532004629.2'3\p=m-\dc222004041782SAE400CommonwealthDriveWarrendale,PA15096-0001USAE-mail:CustomerService@sae.orgTel:877-606-7323(insideUSAandCanada)724-776-4970(outsideUSA)Fax:724-776-1615Copyright\s=c\2004RichardStoneandJeffreyK.BallISBN0-7680-0987-1SAEOrderNo.R-199PrintedintheUnitedStatesofAmerica.
Acknowledgments 
The  following  figures  in  this book  first  appeared  in Introduction  to Internal Combustion 
Engines,  Third Edition, by Richard Stone, published by Palgrave Macmillan in  1999: 
Figures 2.2,2.4 through 2.7,2.9,2.10,2.12 through 2.15,2.17 through 2.20,2.23 through 
2.28, and 2.30 through 2.32. 
Preface 
This book arose from a need for an automotive engineering textbook that included analysis, 
as well as descriptions of the hardware.  Specifically, several courses in systems engineering 
use the automobile as a basis.  Additionally, many universities are now involved in collegiate 
design competitions such as the SAE Mini Baja and Formula SAE competitions.  This book 
should be helpful to such teams as an introductory text and as a source for further references. 
Given  the broad  scope of this topic, not  every aspect of automotive engineering could be 
covered while keeping the text to a reasonable and affordable size. 
The book is aimed at third- to  fourth-year engineering students and presupposes a certain 
level of engineering background.  However, the courses for which this book was written are 
composed of engineering students from varied backgrounds to include mechanical, aeronau- 
tical, electrical, and astronautical engineering.  Thus, certain topics that would be a review for 
mechanical  engineering  students may  be  an  introduction to electrical  engineers, and  vice 
versa.  Furthermore, because the book is aimed at students, it sometimes has been necessary 
to give only outline or simplified explanations.  In such cases, numerous references have been 
made to sources of other information. 
Practicing  engineers also should  find this book  useful  when they  need  an overview of the 
subject, or when they  are working on particular aspects of automotive engineering that are 
new to them. 
Automotive engineering draws on almost all areas of engineering: thermodynamics and com- 
bustion, fluid mechanics and heat transfer, mechanics, stress analysis, materials science, elec- 
tronics and controls, dynamics, vibrations, machine design, linkages, and so forth.  However, 
automobiles also are subject to commercial considerations, such as economics, marketing, 
and sales, and these aspects are discussed as they arise. 
Again, to limit the scope of this project, several important automotive engineering concepts 
are notable for their absence.  Two examples notable for their absence are manufacturing and 
structural design and crashworthiness.  Neither of these topics was omitted because the topics 
were deemed unimportant.  Rather, they  did not  fit the particular curriculum this book tar- 
geted.  In short, topics that have been omitted are not intended to slight the importance of the 
topics, but choices had to be made in the scope of the text. 
The book has been  organized to  flow  from the  source  of power  (i.e., engine) through the 
drivetrain to the road.  Chapter 1 is a brief and selective historical overview.  Again, topics for 
Chapter  1 had  to be  limited to keep the  scope reasonable, and the  intent was to show the 
progression of automotive engineering over the last  100 years.  Undoubtedly,  readers will 
find several topics absent from the historical overview.  Again, the absences are not intended 
to minimize the importance of any development, but to limit the size of Chapter 1. 
xiv 
I 
Automotive Engineering Fundamentals 
Chapter 2 contains an overview of the thermodynamic principles  common to internal com- 
bustion engines and concludes with an extensive discussion of fuel cell principles  and their 
systems. The differing operations of spark ignition engines and compression ignition engines 
are discussed in Chapters 3 and 4, respectively.  Because many diesel engines now employ 
forced induction,  the topic  of turbo- and  supercharging  is discussed  in  Chapter 4  as well. 
Chapter 5 covers the ancillary systems associated with the engine and includes belt drives, air 
conditioning, and the starting and charging systems. 
Transmissions and drivelines are the topic of Chapter 6. This chapter includes discussion and 
analysis  of both manual  and automatic transmissions, driveshaft  design, and four- and all- 
wheel-drive systems.  The steering system is discussed in Chapter 7 and includes basic tech- 
niques for analyzing vehicle dynamics and rollover.  The suspension system is discussed in 
Chapter 8, and basic models are provided as first-order analysis tools.  The suspension system 
is another topic that  is worthy  of a textbook  in  itself, but  Chapter  8 provides students and 
practicing engineers with several references to more detailed models and analysis techniques. 
Brakes and tires are the topic of Chapter 9, and Chapter 10 discusses vehicle aerodynamics. 
Because computer modeling is becoming increasingly important for the automotive engineer, 
Chapter  11 discusses matching transmissions to engines and provides  a link to a computer 
model that  is useful  for predicting  overall vehicle  performance.  Chapter  12 concludes the 
book with two case studies chosen to highlight the advances made in automotive engineering 
over the last century.  The first case study is the Vauxhall 14-40, a vehicle that was studied 
extensively by  Sir Harry Ricardo  in the  1920s.  As a point  of comparison, the second case 
study is the Toyota Prius, which represents cutting-edge technology in a hybrid vehicle. 
The material  in the book has been  used by  the  authors in teaching  an automotive systems 
analysis course and as part of a broad-based  engineering degree course.  These experiences 
have been  invaluable  in preparing this manuscript,  as has been the  feedback from the stu- 
dents.  The material in the book comes from numerous sources.  The published  sources have 
been acknowledged, but of greater importance have been the conversations and discussions 
with colleagues and researchers  involved in all areas of automotive engineering, especially 
when they have provided us with copies of relevant publications. 
We  welcome criticisms  or comments about the  book,  either concerning the  details  or the 
overall concept. 
Richard Stone 
Jeff Ball 
Autumn 2002 
Table of  Contents 
... 
Preface ............................................................................................................................... xi11 
Acknowledgments .............................................................................................................. xv 
Chapter 1-Introduction  and Overview ............................................................................... 1 
1.1  Beginnings .................................................................................................... 1 
1.2  Growth and Refinement ............................................................................... 6 
1.3  Modern Development ..................................................................................... 9 
1.4  Overview .................................................................................................... 16 
Chapter 2 -Thermodynamics  of Prime Movers ............................................................... 17 
Introduction  .................................................................................................. 17 
Two- and Four-Stroke Engines .....................................................................  17 
Indicator Diagrams and Internal Combustion  Engine 
Performance Parameters ...............................................................................  20 
Otto and Diesel Cycle Analyses  ................................................................... 23 
2.4.1  The Ideal Air Standard Otto Cycle .................................................. 24 
2.4.2  The Ideal Air Standard Diesel Cycle ............................................... 25 
2.4.3  Efficiencies of Real Engines  ........................................................... 30 
Ignition and Combustion in Spark Ignition and Diesel Engines  .................. 32 
Sources of Emissions .................................................................................. 37 
2.6.1  Simple Combustion Equilibrium ..................................................... 37 
2.6.2  Unburned Hydrocarbons (HC) and Nitrogen Oxides (NOx) 
in Spark Ignition Engines ................................................................ 41 
2.6.3  Unburned Hydrocarbons (HC), Nitrogen Oxides (NOx), 
and Moments ................................................................................ 68 
2.10  Fuel Cells ...................................................................................................... 79 
2.10.1  Solid Polymer Fuel Cells (SPFC) .................................................... 79 
81 
2.10.2  Solid Polymer Fuel Cell (SPFC) Efficiency 
83 
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2.10.2.1  Activation Losses 
and Particulates in Compression Ignition Engines 
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45 
45 
Fuel and Additive Requirements 
2.7.1  Abnormal Combustion in Spark Ignition Engines  .......................... 48 
2.7.2  Gasoline and Diesel Additives  ........................................................ 48 
Gas Exchange Processes ............................................................................... 50 
2.8.1  Valve Flow and Volumetric Efficiency ........................................ 50 
2.8.2  Valve Timing ................................................................................... 55 
58 
2.8.3  Valve Operating Systems 
2.8.4  Dynamic Behavior of Valve Gear ................................................... 60 
64 
Engine Configuration 
64 
2.9.1  Choosing the Number of Cylinders 
2.9.2  Balancing of the Primary and Secondary Forces 
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vi 
Automotive Engineering Fundamentals 
2.10.2.2  Fuel Crossover and Internal Currents 
85 
2.10.2.3  Ohmic Losses ..................................................................  87 
2.10.2.4  Mass Transfer Losses 
87 
2.10.2.5  Overall Response 
88 
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2.10.3  Sources of Hydrogen for Solid Polymer Fuel Cells 
(SPFC) .............................................................................................  88 
2.10.3.1  Steam Reforming (SR) 
89 
2.10.3.2  Partial Oxidation (POX) Reforming 
90 
2.10.3.3  Autothermal Reforming (AR) 
90 
2.10.3.4  Carbon Monoxide Clean-Up and Solid Polymer 
Fuel Cell (SPFC) Operation on Reformed Fuel 
.................................................... 
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2.10.3.5  Hydrogen Storage 
2.10.4  Hydrogen Fuel Cell Systems 
91 
92 
93 
2.11  Concluding Remarks ....................................................................................  97 
2.12  Problems 
97 
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Chapter 3-Spark 
Ignition Engines 
Introduction 
3.1 
3.2  Spark Ignition and Ignition Timing 
Ignition System Overview 
3.3  Mixture Preparation 
3.4  Combustion System Design 
3.5  Emissions Control 
Ignition Timing Selection and Control 
3.4.1  Port Injection Combustion Systems 
3.4.2  Direct Injection Spark lgnition (DISI) Combustion Systems 
3.5.1  Development of the Three-Way Catalyst 
3.5.2  Durability 
3.5.3  Catalyst Light-Off 
3.5.4  Lean-Bum NOx-Reducing Catalysts, "DENOx" 
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101 
101 
101 
3.2.1 
101 
3.2.2  The Ignition Process ......................................................................  105 
3.2.3 
107 
109 
113 
113 
116 
120 
121 
124 
125 
126 
127 
127 
128 
132 
3.7.1 
132 
3.7.2  Sensor  Types .................................................................................  134 
3.7.2.1  Crankshaft SpeedPosition and Camshaft Position ....... 134 
3.7.2.2  Throttle Position ............................................................  136 
3.7.2.3  Air Flow Rate ................................................................  136 
Inlet Manifold Absolute Pressure ..................................  137 
3.7.2.4 
3.7.2.5  Air Temperature and Coolant Temperature 
137 
3.7.2.6  Air-Fuel Ratio 
137 
3.7.2.7  Knock Detector .............................................................  140 
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3.6.1  Variable Valve Timing and Induction Tuning 
3.6.2  Supercharging 
................... 
............................................................... 
........................................................................................... 
Introduction 
3.6  Power Boosting 
3.7  Engine Management Systems 
Table of Contents 
vii 
Ignition Timing 
3.8  Engine Management System Functions 
3.8.1 
3.8.2  Air-Fuel Ratio Control 
3.8.3  Exhaust Gas Recirculation (EGR) Control 
3.8.4  Additional Functions 
3.8.5  Concluding Remarks on Engine Management Systems 
142 
142 
143 
144 
144 
146 
3.9  Conclusions  ................................................................................................  147 
3.10  Questions 
147 
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Chapter 4-Diesel  Engines 
Introduction 
4.4  Diesel Engine Emissions and Their Control 
4.4.1  Diesel Engine Emissions 
4.4.2  Diesel Engine Emissions Control 
4.3.1  Pump-Line-Injector  (PLI) Systems 
4.3.2  Electronic Unit Injectors (EUI) 
4.3.3  Common Rail (CR) Fuel Injection Systems 
4.1 
4.2  Direct and Indirect Injection Combustion Chambers 
4.3  Fuel Injection Equipment 
149 
149 
150 
152 
153 
155 
156 
157 
157 
158 
158 
159 
161 
161 
164 
169 
4.6  Diesel Engine Management Systems 
172 
4.7  Concluding Remarks 
175 
4.8  Examples 
177 
4.9  Problems .....................................................................................................  185 
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4.4.2.1  Exhaust Gas Recirculation (EGR) 
4.4.2.2 
4.5  Turbocharging 
4.5.1 
4.5.2  Turbocharger Performance 
4.5.3  Turbocharged Engine Performance 
Particulate Traps 
Introduction 
Chapter 5-Ancillaries 
Introduction 
5.1 
5.2  Lubrication System 
. 
5.2.1 1  Anti-Friction Bearings 
5.2.1.2  Guide Bearings 
5.2.1.3  Thrust Bearings 
5.2.1.4 
Journal Bearings 
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189 
189 
189 
5.2.1  Bearings .........................................................................................  189 
190 
190 
191 
192 
195 
197 
202 
206 
208 
208 
212 
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5.2.2  Engine Lubricants 
5.2.3  Lubrication of Journal Bearings 
5.4.1  Flat Belt Drives 
5.4.2  V-Belts 
5.3.1  Coolant 
5.3  Vehicle Cooling Systems 
5.4  Drive Belts