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With apologies to my sister the veterinarian,
there is more than one way to skin a cat and more than
one way to measure piston-to-valve clearance. I’m not
an authority on cat skinning (nor do I want to be), but
I do know about the importance of proper valve clearance
in a racing engine. I see hundreds of engines come
through our shop every year, and I’m alarmed by how
many engines assembled by do-it-yourself builders have
incorrect piston-to-valve clearance.
There are two ways to get it wrong. The first is
usually catastrophic: If you have insufficient
clearance, the pistons hit the valves, followed by the
predictable parts damage. On the other hand, if you have
too much clearance, the engine will run, but it won’t
achieve anything close to its performance potential. In
either situation, you’ve wasted time and money that
could have been saved by checking piston-to-valve
clearance properly.
Here is the method we use at Reher-Morrison
Racing Engines. Not everyone may agree with our
technique, and that’s all right. I am convinced,
however, that it is the best way to achieve repeatable,
accurate results.
First, put away your clay and your light-tension
checking springs. The time-honored practice of mocking
up a motor and putting clay in the valve pockets to
measure clearance introduces too many variables to be
trustworthy. The amount of clay on the piston top, the
density of the clay, the effect that the clay has on the
relative positions of the valve and piston, and the
difficulty of measuring the thickness of the compressed
clay accurately are just a few of the sources of
potential error with this method. You don’t use clay
to measure piston-to-wall clearance and bearing
clearance, and you shouldn’t use it to measure valve
clearance either.
You must use the same components when checking
valve clearance that you intend to use when you assemble
the engine. This includes the same lifters, the same
pushrods, the same rocker arms, and the same valve
springs. Light-tension checking springs simply can’t
duplicate the load and deflection that the valvetrain
experiences with stiff race springs. The difference in
actual valve clearance between checking springs and race
springs is typically .020 to .030-inch. If you set up
your engine with checking springs with .075-inch intake
valve clearance, the actual clearance with race springs
will be closer to .100-inch.
The first step in the Reher-Morrison method is to
determine whether the valve pockets are located
properly. A discarded valve that fits your cylinder head
makes an ideal tool. Cut off the head of the valve and
turn the stem to a point. Preassemble the engine with
your bare cylinder heads (remember to use a previously
compressed head gasket), put masking tape on the ring
lands to center the piston in the bores, a bring the
piston to 10 degrees before or after Top Dead Center (it
doesn’t matter which at this point) and drop your
homemade punch into the intake and exhaust guides. Give
the punch a gentle tap to mark the valve stem centerline
on the piston and then remove the head.
To check the valve pocket location, remove the
cylinder head and set a pair of calipers to the radius
of the valve head (for example, for a 2.500-inch
diameter valve head, set the calipers at 1.250-inch).
With one point centered on the punch mark, swing the
other point around the valve eyebrow. If the caliper
hits the edge of the valve pocket, so will the valve. I
recommend a minimum of .050-inch radial clearance
between the edge of the valve and the pocket.
If the valve relief is located properly, you must
then check its angle. Again, a discarded valve with the
proper stem diameter makes an excellent checking tool.
Weld or epoxy a small steel ball onto the edge of a
steel valve. Mark the tip of the valve stem with a notch
in line with the ball as a reference point. If your
engine has two different valve angles – a big-block
Chevy or Cleveland Ford, for example – you will need
to make intake and exhaust checking valves.
Insert
the checking valves into the bare head and install the
head on the preassembled short block. Bring the piston
to 10 degrees before or after TDC. Put a dial indicator
on the tip of the valve stem and slowly rotate the valve
with your fingers. If the stem rises and falls as the
ball travels around the valve notch, the angle of the
relief is incorrect. You can draw a “road map” by
noting the position of the reference notch as you turn
the valve. For example, if the valve stem rises near the
top of the dome and falls at the bottom of the valve
notch, then the angle of the valve relief is too steep.
Using this technique, you can precisely determine how
much material must be machined to correct the angle of
the valve relief.
After you have established that the valves have
enough radial clearance in their respective notches and
that the angles of the valve reliefs are correct, you
are finally ready to check piston-to-valve clearance.
Assemble the short-block and cylinder heads with the
valvetrain components you intend to use. Adjust the
valve lash, set up a dial indicator on the valve spring
retainer so that its plunger is parallel to the valve
stem, and bring the piston to 10 degrees BTDC. Compress
the spring on the exhaust valve and measure the movement
required for the valve to contact the piston. (We used a
tool similar to a valve spring tester with a solid bar
instead of a flat spring to compress the valve spring.)
Move the dial indicator setup to the intake valve,
rotate the crankshaft to 10 degrees ATDC, and repeat the
procedure.
This
procedure and a little patience will ensure that your
engine’s piston-to-valve clearance is measured
correctly. The ideal clearance dimension for your
combination will depend on the weight of your engine’s
valvetrain components (especially whether you use steel
or titanium valves), the maximum rpm, the tension of the
valve springs, the characteristics of the camshaft, and
other factors.
In most
instances, off-the-shelf pistons have valve pockets that
are too deep and provide much more valve clearance than
is really necessary. This is perfectly understandable,
because the piston manufacturers can’t anticipate
every possible combination of cylinder head, camshaft,
block height, valve height, gasket thickness, etc. They
don’t want to hear from an angry customer who crashed
all the valves in a new engine, so the piston makers
typically machine the reliefs in shelf-stock pistons
with clearance for the worst case scenario. Then to
compensate for the oversize valve reliefs, the piston
dome is made taller to produce the advertised
compression ratio.
The downside of this situation is that overly
generous valve reliefs cost horsepower. For example, a
2.50-inch diameter valve pocket that is .100-inch deeper
than it really needs to be has a volume of 8 cc’s.
That much volume at TDC can significantly lower the
compression ratio, reducing efficiency and power. It’s
much better to have the proper piston-to-valve clearance
and a shorter dome that doesn’t intrude as far into
the combustion chamber.
Imagine
two engines with the identical compression ratio. One
has pistons with valve reliefs that are too deep and
domes that resemble Mt. Everest; the second has pistons
with optimized valve reliefs and shorter, rounded domes.
Both engines have the same volume above the piston at
TDC, but the engine with the proper valve reliefs and
shorter domes will have a substantial horsepower
advantage.
Measuring piston-to-valve clearance properly is
one of the basic operations that every novice engine
builder should master. It’s not as sexy as flow bench
testing or as high-tech as running dyno simulations on
your laptop, but it is an absolutely essential step in
building a reliable and powerful racing engine.
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