[0001] This invention relates to valve adjustment means for internal combustion engines
having overhead cams or rocker arms and more particularly relates to a valve spring
retainer including means for hydraulic adjustment or compensation for any unwanted
gaps arising between the cam shaft and/or rocker arm and the valve stem.
[0002] In typical overhead cam engines the valves are operated by a rocker arm pushing on
the valve stem or cam shaft pushing on bucket tappets. The rocker arm is usually actuated
by a cam located in association therewith. In order to provide for the thermal expansion
of the valve stem due to heat created by the fuel combustion within the engine, gaps
are usually provided between the valve stem and rocker arm. An hydraulic arrangement
for adjusting or compensating for unwanted gaps or gap variations is disclosed in
Swiss Patent No. 322762. However it is considered that this arrangement does not provide
a wholly appropriate solution.
[0003] According to one aspect of this invention there is provided an adjustor to compensate
for thermal expansion between a valve stem and its operation means within an internal
combustion engine, an adjustor comprising a valve spring retainer member having at
one end a valve stem receipt aperture, said valve spring retainer member being removably
retained upon said valve stem by a keeper key, characterised by a cap member located
to the other end of said valve spring retainer member and longitudinally adjustable
in position with respect thereto, and means to permit either
(a) the restoration of a first longitudinal positional relationship between said cap
member and said operation means and, as a result, corresponding restoration in an
opposite direction of a second longitudinal positional relationship between said cap
member and said valve stem,
or (b) the restoration of said second longitudinal positional relationship and, as
a result, corresponding restoration in an opposite direction of said first longitudinal
positional relationship,
said restoration permitting means including means to vary the longitudinal distance
between said cap member and said valve spring retainer member, said cap member being
arranged neither to be directly attached to said valve stem in normal operation nor
to have direct contact with said valve stem.
[0004] Preferably said restoration permitting means is arranged to raise or lower the cap
member in relation to said valve spring retainer member and is hydraulically operable.
[0005] In a preferred embodiment, the cap member is mounted on the open top of said valve
spring retainer member, a seal member is positioned in said valve spring retainer
between said cap member and said valve stem receipt bore, and said valve spring retainer,
cap member and seal member form an hydraulic pressure chamber within said valve spring
retainer, said pressure chamber having an open communication into said valve stem
receipt bore which in normal operation is closed by said seal member so as to retain
hydraulic fluid under pressure within said hydraulic pressure chamber. Advantageously,
said seal member is adapted to be removable from said valve spring retainer member.
[0006] Preferably, hydraulic pressure means are provided in said hydraulic pressure chamber
for adjustment of the spatial relation of said cap member to said seal member to adjust
for said thermal expansion. Preferably said hydraulic pressure means comprises a plunger
disposed between said cap member and said seal member in said hydraulic pressure chamber
and adapted to increase the fluid pressure within said chamber when said cap member
is depressed by said operation means; and further comprises an hydraulic fluid reservoir
adapted to supply hydraulic fluid to said chamber.
[0007] Advantageously said hydraulic fluid reservoir is located within said plunger and
said valve spring retainer further includes a secondary fluid reservoir interconnected
to the first-mentioned hydraulic fluid reservoir by at least one aperture in said
cap member.
[0008] Conveniently said secondary fluid reservoir is provided with an inlet aperture for
the entry therein of hydraulic fluid under pressure from the lubricating system of
an internal combustion engine.
[0009] Preferably said cap member is provided with at least one aperture for passage of
lubricating system fluid out of either the first-mentioned hydraulic fluid reservoir
or said secondary fluid reservoir, and further means are provided to supply said lubricating
system's fluid under pressure through said aperture(s) to lubricate the upper surface
of said cap member.
[0010] Advantageously the said inlet aperture or each of said apertures permits fluid entry
into said secondary fluid reservoir and its supply therefrom via the first-mentioned
aperture(s) into said first-mentioned hydraulic fluid reservoir by splashing of said
fluid into said first mentioned aperture(s) by reciprocating motion due to operation
of the hydraulic adjustor.
[0011] One herein-disclosed embodiment of this invention provides a valve adjustor base
and cap member which can be used with hydraulic lifters (for which, since no adjustments
are needed, there are no threadd parts between the cap member and the valve spring
retainer base). In this embodiment a chamber is provided within the cap member which,
when positioned within the valve spring retainer base, is held in position by a semi-circular
clip which fits within a groove provided in the upper outer portion of the valve spring
retainer base. An hydraulic piston is positioned above a valve stem bushing and has
provided therebetween a preloaded spring and ball combination for the capture of hydraulic
fluid therein upon the downward thrust of the cam or the rocker arm. The piston may
be hollowed in its upper portion and have an aperture in its bottom aligned with the
ball. The ball operates as an hydraulic valve for the piston, the piston being just
above the ball, riding in the bore just above the pressure chamber. When the cap member
is depressed, it moves the piston inward toward the centre of its chamber, thereby
compressing oil within the pressure chamber which action provides the means for transferring
the movement of the cap member to the valve spring retainer base due to the minimal
compressibility of the oil therein. Upon the increase of pressure on the device of
this embodiment, some oil will leak backwards out of the pressure chamber formed by
the hollow in the retainer and the corresponding piston past the piston wall. Back
flow through the centre hole of the piston is controlled by the ball which closes
off the oil return when the piston compresses the oil, while - at the times when there
is no force thereupon - the ball allows oil to enter the pressure chamber below. This
hydraulic embodiment has advantages over the current art which incorporates an hydraulic
lifter within a separate housing bored into the top of the cylinder head in that it
allows a large percentage of this housing or tappet guide to be eliminated except
for a small percentage located on opposite sides of the retainer in line with the
cam's direction of rotation. This design lessens the cylinder head weight and the
friction between the tappet and the tappet guide. The hydraulic embodiment of this
invention is held in position by the keeper key on the valve stem and the pressure
of the valve spring upwards against the valve spring retainer base. This embodiment
simplifies substantially the construction of hydraulic lifters and lessens significantly
their weight. A valve stem bushing acts as a seal and prevents the escape of oil fluid
from the pressure chamber down along the valve stem. In some embodiments the valve
stem bushing can be threaded into its position to prevent its movement out of its
seat or sealed in position by an a circlip or an inserted cup insert. In this embodiment
a hole can be provided within the valve spring retainer or cap member which would
allow oil to circulate therein which, as mentioned above, would lessen the noise from
resonance and act as a reservoir of oil from which the pressure chamber would draw
for its proper operation. It should be noted that in this embodiment this is an additional
reservoir if the engine should run low on oil, oil would still be provided within
the pressure chamber due to its being trapped betweeen the valve spring retainer base
and the cap member.
[0012] An alternative embodiment of the hydraulic version of this invention utilizes a hardened
steel upper cap member with a lower cap member made of aluminium, aluminum-like material
or lightweight material having a reservoir defined therein. Below the reservoir is
a hardened inverted cup member with an aperture defined therein. A second hardened
cup member is placed in the valve spring retainer base and contains a hollow piston
member. Within the upwardly facing hollow is the spring cage and ball which control
entry of fluid from the reservoir.
[0013] By way of non-limiting example, embodiments of this invention will now be described
in greater deatil with reference to the accompanying drawings of which:
Figure 1 is a perspective cross-sectional view of an exemplary device according to
this invention utilising hydraulic lifters; and
Figure 2 is a cross-sectional view of an alternate embodiment of a hydraulically operable
device.
[0014] In the embodiment of Fig 1 the valve spring retainer base 60 has on its bottom portion
a downwardly protruding outer valve spring retaining lip (into which the outer valve
spring is engaged), an inner valve spring retainer lip (into which the inner valve
spring is engaged), and a valve stem receipt aperture 76 into which the valve stem
passes. Apertue 76 is somewhat narrower at itas base than at its top and acts to engage
the valve stem due to a keeper key inserted into a groove at the top of the valve
stem. A central portion 62 of the valve spring retainer base is provided with a valve
stem bushing receipt ledge, and with an upwardly directed non-threaded projection
80,82. The valve spring retainer base 60 has an upwardly extending peripheral portion
64 that too is non-threaded. A retainer cap 66 is positioned within the valve spring
retainer base and is held in place by retainer clip 68 which fits within groove 70
within the valve spring retainer base 60.
[0015] In this first embodiment of Fig 1, a valve stem bushing 72 is loccated at position
74 above the valve stem receipt bore 76 above which is positioned piston or plunger
78 which rides within pressure chamber 80 formed by projections 82 extending from
valve spring retainer base 60. Below the piston or plunger 78 is located ball member
84 and cage 86 with spring member 88 positioned therebelow. At least one aperture
90 can be provided to allow for the entrance of oil into reservoir 81 for the hydraulic
action as described above and one or more apertures 92, 93 may be positioned within
the valve spring retainer base 60 or cap 66 to allow for the entrance of oil therein.
[0016] Illustrated in Figure 3 is the second embodiment of the hydraulic version utilizing
hardened cap 191 above lower cap 192 which has a reservoir 94 defined therein with
oil entrance aperture 96 to allow oil into the reservoir. This embodiment has adjustment
means 106 comprising an inverted hardened cap 100 with an aperture defined therein
positioned below the reservoir and an opposed hardened cup 102 positioned above the
valve stem receipt bore 101. Within cup 102 is hollow piston or plunger 104. Within
the upward facing hollow portion is ball 108 aligned with the aperture in the upper
cap 100. Below ball 108 is a cage member 110 and spring 112 which extends to the inside
hollow of piston or plunger 104.
[0017] It should be noted that there are many advantages to the utilization of adjustable
valve spring retainers embodying this invention beside their being compact and lighter
in weight than the structures that accomplish similar functions in the prior art.
In the situation where the seal is constructed of a material of a predetermined strength
and the bore in which it rests is of the same dimensions as the valve stem receipt
bore, the valve stem retainer embodying this invention will advantageously provide
a place of movement by its deformation when struck by the valve stem in situations
where the engine is over-revved and the valve head is hit by the piston. This destruction
or deformation of the bushing dissipates the destructive force, minimizing damage
to the vale so that repairs may be made easily to the device embodying this invention
without having to pull the head off the engine to reach a damaged valve.
[0018] Although the present invention has been described with reference to particular embodiments,
it will be apparent to those skilled in the art that variations and modifications
can be substituted therefor without departing from the scope of the invention claimed.
1. To compensate for thermal expansion between a valve stem and its operation means
within an internal combustion engine, an adjustor comprising a valve spring retainer
member (60; Fig 3) having at one end a valve stem receipt aperture (76; 101), said
valve spring retainer member (60; Fig 3) being removably retained upon said valve
stem by a keeper key, characterised by a cap member (66; 191) located to the other
end of said valve spring retainer member (60; Fig 3) and longitudinally adjustable
in position with respect thereto, and means (78,84; 100, 102, 104, 106, 108, 110,
112) to permit either
(a) the restoration of a first longitudinal positional relationship between said cap
member (66; 191) and said operation means and, as a result, corresponding restoration
in an opposite direction of a second longitudinal positional relationship between
said cap member (66; 191) and said valve stem,
or (b) the restoration of said second longitudinal positional relationship and, as
a result, corresponding restoration in an opposite direction of said first longitudinal
positional relationship,
said adjustment means (78,84; 100,102,104,106,108, 110, 112) including means (80,81,90;
96; 106,108) to vary the longitudinal distance between said cap member (66; 191) and
said valve spring retainer member (60; Fig 3), said cap member (66; 191) being arranged
neither to be directly attached to said valve stem in normal operation nor to have
direct contact with said valve stem.
2. An adjustor according to Claim 1 wherein said restoration permitting means is arranged
to raise or lower the cap member (66; 191,192) in relation to said valve spring retainer
member (60) and is characterised by being hydraulically operable.
3. An adjustor according to Claim 1 or Claim 2, characterised in that the cap member
(66; 191,192) is mounted on the open top of said valve spring retainer member (60;
Fig 3), a seal member (72; 102) is positioned in said valve spring retainer (60; Fig
3) between said cap member (66; 191,192) and said valve stem receipt bore (76; 101),
and in that said valve spring retainer (60; Fig 3), cap member (66; 191,192) and seal
member (72; 102) form an hydraulic pressure chamber (80; 94) within said valve spring
retainer (60; Fig 3), said pressure chamber (80; Fig 3) having an open communication
(74) into said valve stem receipt bore (76; 101) which in normal operation is closed
by said seal member (72; 102) so as to retain hydraulic fluid under pressure within
said hydraulic pressure chamber (80; Fig 3).
4. An adjustor according to Claim 3, characterised in that said seal member (72; 102)
is adapted to be removable from said valve spring retainer member (60; Fig 3).
5. An adjustor according to Claim 3 or 4, characterised by hydraulic pressure means
(78; 100,104,106,108,110,112) in said hydraulic pressure chamber (80; 94) for adjustment
of the spatial relation of said cap member (66; 191,192) to said seal member (72;
102) to adjust for said thermal expansion.
6. An adjustor according to Claim 3 or 4, characterised in that said hydraulic pressure
means comprises a plunger (78) disposed between said cap member (66) and said seal
member (72) in said hydraulic pressure chamber (80) and adapted to increase the fluid
pressure within said chamber (80) when said cap member (66) is depressed by said operation
means; and further characterised by an hydraulic fluid reservoir (81) adapted to supply
hydraulic fluid to said chamber (80).
7. An adjustor according to Claim 6 characterised in that said hydraulic fluid reservoir
(81) is located within said plunger (78) and said valve spring retainer (60) further
includes a secondary fluid reservoir interconnected to the first-mentioned hydraulic
fluid reservoir (81) by at least one aperture (90) in said cap member (66).
8. An adjustor according to Claim 7 characterised in that said secondary fluid reservoir
is provided with an inlet aperture (92) for the entry therein of hydraulic fluid under
pressure from the lubricating system of an internal combustion engine.
9. An adjustor according to Claim 8 characterised in that said cap member (66) is
provided with at least one aperture (93) for passage of lubricating system fluid out
of either the first-mentioned hydraulic fluid reservoir (81) or said secondary fluid
reservoir, and further characterised by means to supply said lubricating system's
fluid under pressure through said aperture(s) (92 and/or 93) to lubricate the upper
surface of said cap member (66).
10. An adjustor according to Claim 8 or Claim 9, characterised in that the said inlet
aperture (92) or each of said apertures (92,93) permits fluid entry into said secondary
fluid reservoir and its supply therefrom via the first-mentioned aperture(s) (90)
into said first-mentioned hydraulic fluid reservoir (81) by splashing of said fluid
into said first mentioned aperture(s) (90) by reciprocating motion due to operation
of the hydraulic adjustor.
11. An adjustor according to any one of Claims 6 to 10, characterised in that:
said cap member (66) is retained by a circlip (68) within an upper portion (70) of
said valve spring retainer member (60),
the plunger member (78) has a hollow region in its upper portion to define said first-mentioned
reservoir (81) and has an aperture therein below said hollow region,
a ball member (84) is located below said aperture in said plunger member (78),
a cage member (86) is located below said ball member (84), and
a spring member (88) is disposed between the cage member (86) and the seal member
(72).
12. An adjustor according to Claim 1 or Claim 2, characterised in that:
a circlip (68) retains said cap member (66; 191,192) within an upper portion (70)
of said valve spring retainer member (60; Fig 3),
said cap member (66; 191,192) includes an upper portion (191) of hardened steel-like
material and a lower portion (192) of lightweight aluminium-like material and further
has a reservoir (94) defined therein with access apertures (96) in said cap member
(66; 191,192) to permit entry of oil into said reservoir (94),
the said lower portion (192) of said cap member (66; 191,192) is positioned above
said valve stem receipt aperture,
a plunger member (100) of hollow inverted cup-like shape is located within said cap
member's lower portion (192), this plunger member having an aperture (106) in its
bight wall,
a ball member (108), located by a cage member (110), is disposed below and in alignment
with said aperture (106),
a hollow plunger (102) is located below said cage member and in opposing relation
to the said plunger member (100) thereabove and such as to provide a seal member,
and
a spring member (112) is located between the plunger member (100) and the hollow plunger
(102) to act on said cage member (110) and urge the ball member (108) towards said
aperture (106).
13. Apparatus for disposition within an internal combustion engine between valve stem
operating means and the valve stem and its associated valve spring, said apparatus
comprising:
hydraulic lifting means disposed between the valve stem and the operating structure
and providing means for retaining the valve spring in association with the valve stem,
the valve spring retaining means comprising a body member having an open end for disposition
adjacent the operating structure, a side wall and a bottom wall having a valve stem
receipt aperture;
cap means disposed within the open end of the body member for closing said open end;
means for retaining the cap means in the open end of the body member; and
hydraulic plunger means disposed internally of the body member adjacent the cap means
to define an hydraulic fluid reservoir between the plunger means and the cap means
such that, in use, depression of the cap means by the operating structure moves the
plunger means inwardly to compress fluid held within said reservoir and transfer the
movement of the cap means to the body member and through the body member to the valve
stem.