Beruflich Dokumente
Kultur Dokumente
2013-01-1737
Published 04/08/2013
Copyright © 2013 SAE International
doi:10.4271/2013-01-1737
saeeng.saejournals.org
ABSTRACT
Valve ticking noises within a cam actuated valve train can arise mysteriously. One valve train may produce valve
ticking noises, while a second, geometrically similar valve train may perform more quietly. To better understand this
phenomena, we examine in detail the prototypical motion of a valve driven by a rocker arm with cylindrical rocker pad.
General features of a valve's motion through its guide, induced by a rocker arm with a cylindrical pad, are derived. From
these general features of valve motion, guide contact points during lift events can be inferred, and as a result, detailed
forces and moments acting on the valve may be derived. From this derivation of forces acting on the valve, a metric for
assessing the propensity of a valve train to tick as a result of the valve stem impacting its guide is proposed. The proposed
metric indicates how the likelihood of valve tick noise can be reduced through judicious choices for valve train geometries,
clearances and surface finishes.
CITATION: Geist, B., Resh, W., Fisher, S., McLean, I. et al., "Assessing the Propensity for Valve Train Tick Noise," SAE
Int. J. Engines 6(1):2013, doi:10.4271/2013-01-1737.
____________________________________
INTRODUCTION oriented so that the contact point between valve and rocker
pad is centered on the valve stem when the vector from
Exhaust and intake valves for a given engine are typically rocker pivot to contact point is perpendicular to the valve
designed to ensure certain ratios of guided versus guide axis. (This is common design practice.) Figure 1
unsupported valve stem lengths at the hot and cold ends of depicts a rocker arm and valve. The coordinate system we
the valve meet prescribed targets (see for example [3]). Other will use throughout assumes the y-axis is parallel to the valve
geometric design criteria specify a zero-lift valve stem height guide axis. The positive y-direction indicates increasing valve
above a perpendicular to the valve stem that connects the lift. The positive x-axis is perpendicular to the axis of valve
valve stem axis to the rocker pivot. Typical values are 1/3 or guide moving from the origin at the rocker pivot to the valve
1/2 of maximum valve lift (see [2]). There are still additional guide. Observe that this is a typical right-handed coordinate
design criteria that recommend valve guide to valve stem system, meaning that positive rotation about a vector directed
radial clearance. out of the page (the z-axis) is counterclockwise. The unit
To produce a high quality valve train, a focus on design
geometry is of course important. However, geometry targets vector it is parallel to the plane of the valve tip and the x-
alone may not be sufficient to produce a quiet system. It is axis. Angle α shown in the picture is measured from the
not only the valve train geometry, but also the forces driving position vector that locates the zero-lift contact point to the x-
noise generating collisions that must be assessed. The metric axis. Likewise, the angle η indicates an the angle from the
proposed in this paper assesses the interaction of geometry zero-lift position vector to a position vector of a subsequent
and valve tip forces by estimating the energy of valve stem to contact point. The angle η − α is therefore the polar angle of a
valve guide collision during lift events. Ultimately, the sound contact point measured from the positive x-axis (which is
produced by such collisions must be gated by this input directed left). Note that angles indicating a contact point
kinetic energy to the collision event. Our metric focuses on above the x-axis (in the negative y-direction) are negative;
estimating this kinetic energy. The analysis below provides those below the x-axis are positive.
insight into how the energy-and hence the audible noise
which is in effect a dissipation of this energy-may be reduced
by valve and valve train design specifications.
Our development is specific to the case where the rocker
that drives the valve has a cylindrical rocker pad, and is
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SLIDING VELOCITY
As indicated in the introduction, the analysis to follow
assumes that the rocker pad cross sections parallel to the
plane of the figure are identical and circular of some radius σ.
Consider that there are two surfaces, ∑1 and ∑2; let ∑1 be the
valve tip surface, which is just a portion of a plane, and let ∑2
be a narrow cross-sectional slice of a cylindrical rocker arm
pad surface where the cylinder axis is perpendicular to the
plane of the figure.
Figure 1. Diagram Of Rocker Arm And Valve When The Figure 2. The diagram shows the initial point of contact
Valve Is At Zero Lift. at offset angle α from the contact point position vector to
the positive x-axis. Note α is positive for the case shown.
The radial distance r from the rocker arm pivot at the
The objective of this paper is to estimate the energy
origin of the coordinate system is specified as a function
imparted to the valve just prior to a collision with the valve
of η − α, the angular offset from the positive x-axis. An
guide. To this end, valve tip forces and moments are
intermediate point for a non-zero angle η is shown in the
determined first. There is a fiction force that acts parallel to
second diagram. Angles γ and β are used in the proof of
vector , opposite in direction to of the sliding velocity Lemma 1, and in general are functions of angle η.
between rocker arm and valve tip. To support the calculation
of this force, the first section below documents a derivation
of the sliding velocity between the valve tip and rocker pad. Let each of these surfaces have their own local coordinate
The forces exerted on the valve tip by the rocker arm and the system fixed to them. Let S1 be the coordinate system that
valve spring will produce a net torque that tends to rotate the moves with ∑1, and let S2 be the coordinate system that
valve. To determine these moments in detail, the exact moves with ∑2. Suppose also that there is a fixed coordinate
contact point path about the rocker pivot is required, and that system Sf. ∑1 (the valve tip) translates and ∑2 (the rocker
is derived next. Approximate kinematics of the valve are then arm) rotates about the rocker pivot within this fixed
assessed in order to establish the nature of the valve stem coordinate system Sf.
collision with the valve guide during a lift event. This
Let ∑1 and ∑2 meet at point M. The velocity of point M
preliminary assessment is in part necessary so that the pivot
on ∑i can be decomposed into two types of motion: that
points, or points about which the valve rotates during
reorientation events, can be determined. Knowing the pivot motion due to the surface itself moving within Sf, say , as
points for valve reorientation events enables the calculation well as the motion of the point along, or relative to, the
of kinetic energy associated with the valve guide and valve
stem collisions. It is this energy that forms the basis of our surface ∑i within coordinate system Si, say . The
proposed valve train tick-propensity metric. subscripts indicate either transfer or relative motion
associated with surface ∑1 or ∑2.
The velocity in Sf of a single contact point common to
both surfaces can be expressed in two equivalent ways:
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Figure 2 shows that , where ω the angular THE CONTACT POINT PATH
rotation speed of ∑2, and r is the distance between the center
Determining the contact point relative to the central axis
of rotation (the origin) and the contact point on surface ∑2.
of the valve stem facilitates the calculation of torques acting
This follows from the observation that the rocker arm is in on the valve.
pure rotation, and hence a fixed point on the rocker arm can Lemma 1 Suppose that angle α represents the angle
only move in the u direction, and its distance from the origin between the positive x-axis and the zero-lift contact point
is constant.1 Here, . (See position vector connecting the rocker pivot and a point on the
Figure 2.) valve tip surface c0. Suppose the rocker arm pad is
1Note: is defined as the velocity of a fixed point on surface ∑2. The velocity does not include any velocity contribution due to sliding motion along the surface of ∑2. Note that ω,
cylindrically shaped with radius σ, and that the distance from calculations will proceed first by calculating the moments
the pivot to the center of curvature of the rocker pad is about the valve's center of mass. The initial expression for the
valve tip moment calculated about the valve center of mass
. Suppose the offset angle from the zero-lift contact
will facilitate making inferences about how the valve moves
point position vector to a new contact point position vector is
within its valve guide.
η. Let η satisfy - π/2 < η − α < π/2. Then, the distance from M
Considering the valve as a free body (see Figure 4), forces
at polar angle η − α measured from the positive x-axis
indicated in Figure 3 to the rocker pivot is r(η − α), where acting on the valve tip include the force applied at
the point of contact along the valve tip, and a friction force
applied at the same point, sign(υ(12)) μFυt. The coefficient
μ is a friction coefficient indicating the fraction of normal
force converted into tangential loading that opposes sliding
(6) motion. Typical values for μ range from 0.03 to 0.15. The
valve spring force, i.e., that force arising from a valve spring
Pf: When angles β, η and α are as shown in Figure 3, it acting on the valve spring retainer, produces a load that is
follows from the law of sines that equivalent to a force being applied along the center axis of
the valve stem. The spring retainer uniformly distributes
force along the perimeter of the valve, so that the resultant
force acts at and along the valve stem axis. This force is
This implies that
represented as .
Let d0 be the zero-lift contact point's distance from the
valve stem axis. Define d as indicated in Figure 4. A formula
(7) for d in terms of r, η, α and d0 is as follows.
Angle γ = π/2 + (η − α) - β (see Figure 3). Again applying
the law of sines, it follows that
(11)
Note that Lemma 1 provides a formula for r(η - α) that
defines values of r in terms of basic valve train geometry
parameters like σ and P. If, as indicated in Figure 4, the
position vector of the contact point relative to the valve center
(8) of mass is Rcm and is a unit vector directed out of the page,
it follows that the sliding moment Tsliding, the offset moment
TFυt, and the net moment about the center of mass Tcm are
(9) given in equations (12), (13), and (14).
(13)
(14)
(10)
APPROXIMATE KINEMATICS OF
VALVE MOTION
In this section, knowledge of the sliding velocity υ(12)
given in equation (5) and of the contact path as specified in
Lemma 1 by r(η − α) enables the calculation of a net moment
acting on a valve about the valve's center of mass. These
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3The value of μ for most surface finishes and materials is expected to be between 0.03 and 0.15.
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Figure 5 shows a plot of the coefficient that multiplies Fυt induce a moment, but would also tend to accelerate the valve
for a valve train configuration where the zero-lift contact to the left. There is an equal and oppositely directed force
point has a y-coordinate that is about −1/3 of the maximum created by the guide at the guide's bottom corner. (This must
lift of the valve event. The initial radius r(−α) is about 30 be true because the center of mass does not accelerate in the
mm, and the center of mass of the valve is 100 mm from the horizontal direction.) The reaction force from the guide is
valve tip. The coefficient that multiplies Fυt is shown as a what keeps the valve pivoting about the bottom corner until
function of η. For this plot, μ = .08. When the valve is seated, the side-wall collision. After the sidewall collision, the valve
angle η = 0, and the net moment is negative. As the valve lift begins pivoting about the top corner of the guide until the
event begins, sliding velocity υ(12) is negative, and so the net valve is again balanced against both top and bottom corners
moment Tcm (oppositely signed to sliding velocity) is of the guide, as shown in Figure 6.
The valve re-orientation event at maximum lift is similar
positive. Tcm remains positive during valve motion through
to the part-lift events, except that the tip moment just prior to
the first 1/3 to 1/2 of the valve's total lift. Then, the moment the maximum lift event is negative, and hence the valve is
changes sign suddenly as the contact point passes through the balanced in the guide as shown in the left-most image in
center of the valve stem. Tcm remains negative until reaching Figure 7. The reason the moment changes sign during this
maximum lift, at which time and the sliding velocity υ(12) event is purely because the sliding velocity reverses direction
changes sign, causing Tcm to become positive. As the valve as rocker arm rotation changes sign at maximum lift. The
closes, there is another sign switch when η = α, so that Tcm sign switch of the friction force again causes the valve to
becomes negative until the next lift event. The plot in Figure pivot on the bottom corner of the valve. After a collision with
5 is representative of any tip moment coefficient plot for a the sidewall, the valve pivots about the top corner of the
valve train where the contact point is centered on the valve guide.
stem as it passes through an axis that is perpendicular to the
axis of the valve stem, and where the zero-lift contact point is
a distance above this axis that is equal to 1/3 or 1/2 the total
valve lift.
side of the diagram) shows that offset moment is TFυt = In order to calculate the energy that the valve tip moment
(υ/2)mυa + d · Fυt. imparts to the valve during reorientation events, it will be
To simplify computations, we neglect terms involving important to know how much room there is in the guide for
mυa for purposes of producing plots that appear below. Our the valve to rotate about the bottom corner of the valve. We
interest is in valve noise produced at low engine speeds. identify the angle ΔΦ as the angular slack that exists because
These terms are small relative to the magnitudes of other the guide diameter is by design slightly larger than the valve
terms contributing to the tip moment calculation at low stem diameter. Figure 10 shows how this angle can be
engine speeds. We shall approximate the magnitude of |TFυt| calculated from the guide length Y, the valve stem diameter υ,
and the guide diameter Gd.
as d · Fυt. To determine the tip loading as a function of η,
Next, using the calculated value of ΔΦ, we derive an
observe that there is a relationship between the lift l(θ), where
estimate of valve rotational kinetic energy the valve gathers
θ indicates cam rotation4 and contact point polar angle η: as it rotates about the bottom corner of the valve guide during
reorientation events. Because the valve reorientation events
(17) happen in very short time frames, we may assume that J, the
rotational inertial about a pivot point and M, the valve tip
Lemma 1 indicates r as a function of P, σ, and angle η − moment, are approximately constant during the event. The
α. Root finding software can be used to determine pairs of η total kinetic energy due to the loading of the valve is mainly
and θ that can be used to construct a spline interpolant for the comprised of the rotational kinetic energy imparted to the
function η(θ). Then, a parametric plot of the total tip moment valve by the moment M. To determine the kinetic energy of a
can be produced. For each cam angle θ, a valve tip force can reorientation event, first observe that the time Δt required to
be determined (see for example Figure 9). Then the total rotate the valve from its initial alignment within the guide
moment can be plotted as in Figure 11, as a function η(θ). As until the valve collides with the sidewall after rotating
θ varies between opening and closing cam angles, a curve is through an angle ΔΦ can be calculated as
created that represents the valve tip moment
(18) (19)
where d is defined in equation 11. This moment is calculated
about a pivot point on the bottom corner of the valve guide. The kinetic energy imparted to the valve will be ,
At each cam angle θ, the distance from the lower corners of
where is the angular velocity of the valve just before
the valve guide are calculated from knowledge of lift at this
angle, l(θ). The computed torque reflects only the bottom-of- impact with the sidewall. From , it follows that the
guide pivot points, since it is this energy that contributes to
angular speed may be calculated by integrating from t =
the valve collision with the valve guide side wall.
0 to t = Δt:
(20)
This then implies that the kinetic energy is
(21)
CONCLUSIONS
It is not just geometry, but rather the combination of
geometry and loading that controls the energy that creates a
valve tick. Design adjustments that reduce the “smack”
metric defined above, which is an estimate of the kinetic
energy of valve stem collision with the guide sidewall, will
Figure 11. Sample moment calculation. The blue portion reduce or eliminate valve tick noise during reorientation
of curve indicates the valve is opening. The red portion events. Any such adjustments will reduce input energy to the
of the curve shows points corresponding to valve closing. noise generating collisions between valve guide and valve
stem.
The kinetic energy that the valve takes up during a valve
CALCULATING THE “SMACK” reorientation event can be mitigated, and hence the potential
METRIC noise from a sidewall collision reduced, by adjusting the
geometry so that |ΔΦ| is minimized. One obvious way to
The kinetic energy imparted to the valve as it pivots about
reduce |ΔΦ| is to reduce the clearance Gd − υ between valve
the bottom corner of the valve guide will define the value of
the “smack” metric. To calculate the smack energy, do the stem and guide. It is also possible to lengthen Y, however it is
following: best to do this by adding guide length to the cold side of the
valve. This because adding guide to the hot side of the valve
increases D, and hence increases the total moment T.
1. Calculate the angle .
To reduce T, processing materials so that friction is
2. Calculate angle α, the angle that measures the angular reduced between rocker pad and valve tip could greatly
offset (in radians) from the zero-lift position vector to the x- reduce the total moment the valve is subjected to, since the
axis. reduction in T reduces the smack metric value |T · ΔΦ|.
Of course, the level of permissible energy and hence the
3. Calculate T just after the sliding velocity sign change
target values for the smack metric will likely depend on the
at η = α and at maximum lift (when changes sign). This engine architecture and surrounding vehicle structure
requires calculation of D, the distance from the valve tip to (because those things will influence whether noise produced
the bottom of the guide, the offset distance d from the center will be audible and/or objectionable). As experience with this
of the valve to the contact point, the sign of the sliding metric grows, threshold design guidance values can be
velocity υ(12), and Fυt, the force exerted by the rocker arm to established and reported in the literature for various engine
the valve tip. See equations (18) and (11). Calculating d using architectures. Such information could greatly aid valve train
equation (11) and Lemma 1 requires knowledge of σ, the engineers achieve quieter valve trains in future engine
rocker pad radius, and P, the distance from the rocker pivot to designs.
the rocker pad center of curvature.
REFERENCES
4. Calculate |T·ΔΦ| for each side-wall collision event. 1. Geist Bruce and Eovaldi David. Analysis and customization of rocker
These values are the smack metric values for each of the arm joint sliding velocity. Journal of Engineering for Gas Turbines and
Power, 131, November 2009.
three collision events. 2. Turkish Michael C.. Valve Gear Design. Waverly Press, Inc., Baltimore,
Though detailed correlation testing and validation has yet Maryland, first edition edition, 1946.
3. Wang, Y., “Introduction to Engine Valvetrains,” Society of Automotive
to be carried out, we can report on qualitative evidence that Engineers, Inc., Warrendale, PA, ISBN 978-0-7680-1079-4, 2006, doi:
supports the validity of the proposed new valve train “smack” 10.4271/R-339.
metric. The smack metric at a maximum lift event was
calculated to be 60% higher on a noisy prototype engine than
on a quiet production engine. The smack metric calculation
for the quiet production engine assumed an identical friction
coefficient as was used for the noisy prototype engine
calculation, since the rocker arm / valve tip material and
surface finishes were similar. We observed that upon
reducing friction between rocker and valve in the prototype
engine, the valve train ran virtually silently. Our explanation
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