1. Introduction
The use of multibody dynamic analysis has become a crucial aspect in the design and development of heavy-duty diesel engines. This is mainly because it enables accurate simulation and prediction of the dynamic behavior of engine components, such as the valvetrain, which plays a decisive role in engine operation, ensuring precise valve timing and, consequently, optimal combustion and power output [
1,
2]. The opening and closing of engine valves, synchronized with the crankshaft’s rotation, require precise coordination. However, this synchronized motion can cause problematic phenomena such as valve bounce, discrepancies between actual and theoretical valve lifts, delayed valve openings, and advanced valve closing times [
3].
Hu et al. investigated the influence of cam speed and valve clearance on jump and bounce phenomena, concluding that both factors significantly affect the occurrence of these problems [
4]. Similarly, Sarıdemir and Saruhan analyzed inertial forces and found that reducing valve lift could mitigate the risk of valve jump [
5].
Ali et al. studied the effects of valvetrain misalignment on valve and guide interactions in automotive engines, focusing on intentional misalignments [
6]. Their findings emphasized the asymmetric load distribution influenced by damping interactions between the valve tip and the roller finger follower. Contact losses in valvetrain systems, especially at high engine speeds, have significant consequences, including disrupted valve timing and reduced engine performance. Andreatta and Pederiva underscored the importance of dynamic analysis to predict contact losses and optimize valvetrain design [
7].
Busch highlighted how the interaction between camshaft speed and system stability affects oscillatory behavior [
8]. Oscillations in valvetrain systems arise from the inherent dynamics of the components and their interactions. Even minor disturbances can cause the finger follower to deviate from its intended position. Due to limited lateral clearance, this deviation leads to the follower striking clearance boundaries, causing large misalignment angles. These misalignments result in significant variations in the contact forces between the cam and the roller, which contribute to oscillatory behavior. At low camshaft speeds, the system exhibits instability similar to that of an inverted pendulum, making it highly susceptible to perturbations.
John and Agarwal addressed the issue of valve float by investigating the effect of increasing the rocker arm ratio to achieve larger valve lifts with smaller cam lifts [
9]. This adjustment reduced cam velocities and accelerations, effectively mitigating valve float. They also experimented with increasing spring stiffness, which resulted in higher Hertz stress. The stiffer spring required a greater force from the cam to overcome resistance, leading to elevated contact forces at the cam and roller interface. Consequently, this increased Hertz stress posed challenges for the durability of the components.
This study presents a comprehensive methodology for valvetrain system analysis by integrating kinematic and dynamic modeling approaches. While previous studies in the literature often focus on either kinematic or dynamic modeling separately, this study combines both approaches to achieve a more holistic analysis. Kinematic modeling is used to determine fundamental motion characteristics, whereas dynamic modeling provides a detailed examination of system vibrations, contact forces, and interactions between components. Additionally, the validation process in this study is conducted through engine vibration measurements, allowing for a direct comparison between experimental data and model predictions. This approach not only contributes to valvetrain design optimization but also offers a valuable framework for validating dynamic analyses through engine vibration data.
2. Materials and Methods
Kinematic analysis serves as a foundational tool for characterizing the operation of a valvetrain. It enables preliminary calculations of loads and stresses while providing input data for engine thermal analysis. However, MBD analysis is critical to predict the vibrational behavior of the valve train, calculate dynamic loads and stresses, and identify potential component failures or contact losses, particularly at high engine speeds [
10].
MBD modeling assumes greater importance at elevated engine speeds, where inertial forces become substantial. Conversely, at lower speeds, such as during idle, the effects of dynamics are less pronounced, and kinematic models often yield reasonable approximations. Dynamic models also account for variables such as spring preload and residual cylinder pressure, which significantly influence valve movement and system loads, factors that are not directly addressed in kinematic analyzes.
In essence, kinematic modeling provides a simplified representation of motion, whereas dynamic modeling offers a more comprehensive understanding of the interactions between forces and system behavior. Both approaches are integral to the thorough analysis of valve train performance, with dynamic modeling becoming increasingly essential under high-speed operating conditions.
Kinematic modeling focuses on the analysis of motion, highlighting parameters such as displacement, velocity, and acceleration of components, including valves. Dynamic modeling, on the other hand, expands this scope by incorporating the forces that influence motion. Factors such as mass, stiffness, and damping are considered in dynamic models to facilitate an understanding of the vibrational behavior of the system. While kinematic models are relatively straightforward and provide an initial understanding of system motion, dynamic models are more intricate, accounting for the interactions of forces and their effects on component behavior.
The FEV Virtual Dynamics 2019.1 software was used for kinematic and dynamic modeling and simulations in this study. This software, built on ADAMS, developed by Mechanical Dynamics, Incorporated (MDI) for the simulation of mechanical system motion in the time and frequency domain, utilizes ISO-certified processes to ensure precise equation formulation and reliable solution algorithms, validated through comparisons with published results and quality assurance standards [
11]. It incorporates virtual prototyping into the engine development process, effectively bridging the gap between specialized industry tools and general-purpose simulation software [
12]. This software combines engine-specific knowledge with a tailored interface and architecture, incorporating specialized elements such as push rods, gas forces, dynos, and valves, which can be refined to varying levels of detail depending on the development stage and data availability.
The methodology of this study follows a four-stage process integrating kinematic modeling, dynamic simulation, experimental validation, and optimization. First, kinematic modeling is performed to define the cam profile, analyze displacement, velocity, and acceleration, and predict initial valve motion characteristics. Next, an MBD simulation is performed that incorporates mass, stiffness, damping, and external forces to analyze the interactions between valvetrain components, including contact forces and system vibrations. The definition types of the parts in the kinematic and dynamic models and their percentage distribution by mass are shown in
Table 1. In the experimental validation phase, vibration accelerations are measured at multiple engine points and compared with simulation results to refine the model and ensure accuracy. Finally, the final optimization and validation stage involves adjusting key parameters such as spring stiffness, cam profile, and damping characteristics to improve valvetrain stability and performance. This integrated approach ensures a comprehensive analysis and validation of the proposed valvetrain design.
2.1. Kinematic Design
The cam profile plays a critical role in determining valve train performance by governing valve motion, acceleration, and contact forces, which in turn influence stress levels within the components. To minimize stress-inducing accelerations, it is essential to reduce abrupt changes in the curvature of the cam profile. The schematic of the kinematic model used in this study is shown in
Figure 1. Within the software, cam profile designs were generated to achieve the desired lift values for both intake and exhaust models. Separate cam profiles were created for the intake and exhaust systems of the right and left banks. These profiles were subsequently positioned on the camshaft in accordance with the engine’s firing order.
Optimizing valve motion is crucial to achieving the desired engine performance characteristics while mitigating stress concentrations. This requires careful consideration of the dynamic interaction between contact forces and elastic deformation. To address these multifaceted requirements, the design process incorporates acceleration values in the development of the lift profile. In the kinematic model, the cold lash is specified as a constant value when creating the cam profile. In the dynamic model, this clearance is defined between the elephant foot and the bridge. The valve opening ramp zone is for compensating for the specified lash values, as shown by the lift profile acceleration values in
Figure 2 (0° crank angle indicates the beginning of the power stroke here and after).
The valve acceleration profile also significantly impacts the gas exchange process in the engine. Rapid acceleration and deceleration of the valve can improve airflow into and out of the cylinder, potentially improving engine power and efficiency. However, these aggressive acceleration profiles must be carefully balanced against the adverse effects of excessive valvetrain oscillations, which can compromise the stability and durability of the system [
13].
Optimizing the valve acceleration profile involves striking a balance between maximizing engine performance and minimizing negative dynamic effects. This often requires tuning the acceleration curve to suppress oscillations, particularly during the valve deceleration phase. In addition, the valve closing velocity is a key factor affecting the noise, vibration and harshness (NVH) characteristics, as well as the durability of the valve, seat, and spring retainer.
The vertical displacement of the cam follower is determined by the cam profile. For a simple harmonic motion cam, the displacement can be expressed as follows:
where
is the displacement of the cam follower,
is the radius of the cam base circle,
is the radius of the roller,
is the lift of the cam lobe, and
is the angular position of the cam shaft. The pushrod is assumed to be rigid, so its length remains constant. The vertical displacement of the pushrod at the rocker arm end is moving with the ratio
is as follows:
where
is the horizontal distance from the end of the pushrod to the pivot point and
is the horizontal distance from the roller to the pivot point. The angular displacement of the rocker arm
is related to the vertical displacement of the pushrod
as follows:
This equation accounts for the effect of the pivot on the motion before it reaches the rocker arm. The pushrod transfers its motion to the rocker arm, which has a length ratio
is:
where
is the length from the pivot of the rocker to the contact of the valve and
is the length from the pivot of the rocker to the contact of the pushrod. The relationship between the angular displacement of the rocker arm and the vertical displacement of the valve
is the following:
Substituting
, the valve displacement is then the following:
The final kinematic equation is as follows:
2.2. Dynamic Design
Dynamic valvetrain models are crucial for understanding and predicting the behavior of diesel engines. The dynamic model of the valvetrain was developed to analyze the system’s behavior under operating conditions across various rotational speeds. The parameters of stiffness damping and penetration depth were defined in the contact points between the parts. The values of the static and dynamic friction coefficients were also defined.
The multi-mass spring approach used to obtain forces under dynamic conditions is based on the discretization of the spring. In this study, the spring model is defined by dividing the spring mass into five segments to represent a section of the spring wire. This method enables the consideration of spring fluctuation due to internal dynamic effects. The model parameters are the wire dimensions and the Young’s modulus and Poisson’s ratio properties of the material. The torsional stiffness of each wire segment was utilized to assess the equivalent translational spring stiffness. To incorporate the nonlinear behavior of the spring, which arises from the changing number of active coils during a compression, the interaction between the coils was integrated into the model.
To verify a dynamic valvetrain model, the diesel engine dynamic model has created in
Figure 3. The results of the measurements were then compared to the predictions of the dynamic valvetrain model. The cam follower motion is governed by the following:
where
is the cam follower displacement,
is the cam reaction force,
is the force transmitted to the pushrod. The force transformation at the pivot gives the following:
where
is the lever ratio from cam follower to pushrod,
is the cam follower force. The pushrod is defined as a multi-mass system:
is the force transmitted to the rocker arm,
is the pushrod displacement. The rocker arm rotates about its pivot, introducing rotational dynamics:
where
is the moment of inertia of the rocker arm,
is the rocker arm displacement. The spring is subject to spring force, damping, and inertia:
where
is the rocker force at the valve side, and
is the valve spring force with preload.
The coupled equations of the system are the following:
where
is the overall mass matrix,
is the overall damping matrix,
is the stiffness matrix, and
is the overall force matrix.
The results of the dynamic analysis were used to evaluate key performance and durability parameters of the mechanism. The key measured parameters included the force between the cam and the follower, which was used to assess the risk of separation within the mechanism. The engine speed at which follower separation begins was identified, and the system was deemed safe for brief operation above these speeds. The Hertzian pressure between the cam and the follower was also calculated to evaluate the wear conditions on the cam lobe. Additional forces analyzed included those acting on the bearings of the follower, the push rod, the rocker arm, and the rocker bearing. The relative motion of the elephant foot on the valve bridge and the forces between the valve bridge and the rocker arm were also examined. Furthermore, the drive torque of the valve train for a single cylinder was calculated and the dynamic valve opening profiles were compared to the kinematic profiles. Valve seating velocities and valve backlash were analyzed in relation to seating dynamics. Valve springs were modeled as a mass-elastic system with five degrees of freedom and linear stiffness to accurately capture their dynamic behavior.
Valve springs are critical components that significantly impact engine performance and reliability. The stiffness of valve springs directly influences the engine’s operating dynamics, making it a key parameter in determining both performance and durability. Excessively stiff springs increase engine friction, leading to power losses, while overly soft springs can cause valve float at high engine speeds. Therefore, determining the optimal valve spring stiffness is essential. In this study, a parametric analysis method known as the full factorial optimization methodology was employed to optimize valve spring stiffness. Different spring characteristics were analyzed to identify the most suitable configuration.
The full factorial optimization methodology allows for a systematic variation and evaluation of specific design parameters by considering all possible combinations of factor levels. In this study, the primary parameters affecting spring stiffness—wire diameter, number of coils, free length, and spring diameter—were identified. During the optimization process, these parameters were varied within a defined range, and simulations were conducted for each configuration. The simulation analyses considered performance criteria such as valve float occurrence, spring deformation under different engine speeds, spring force, and dynamic response time.
Based on these analyses, valve opening times were dynamically optimized. The design was validated by correlating the timing results with a thermodynamic model. In addition, alternative designs for the rocker arm were evaluated, and the optimal configuration was achieved by adjusting the spring parameters to achieve the desired performance. This study demonstrates the importance of accurate dynamic valvetrain models for predicting the vibration behavior of diesel engines.
2.3. Model Correlation
The valvetrain system, a complex assembly of interacting components, is a significant source of vibration within an internal combustion engine [
14,
15,
16,
17]. Rapid and repetitive movements of the camshaft, followers, pushrods, rocker arms, valves, and springs generate a complex interplay of inertial, impact, frictional, and torsional forces that directly contribute to engine vibration. Impact forces, primarily resulting from valve closing events and potential tappet/follower impacts, transmit impulsive vibrations through the cylinder head and engine block. Simultaneously, inertia forces arising from accelerating and decelerating valvetrain components induce oscillations, while friction within sliding contacts creates irregular vibrations. Torsional vibrations within the camshaft and timing drive system further exacerbate the problem, causing valve timing variations and structural stress. These vibrations are transmitted through the engine structure, which causes increased noise. Precise modeling of the valvetrain is critical to simulating the impact of its behavior on the engine structure and validating experimental data.
The engine test is performed by measuring the vibration acceleration. The validation of the simulation results for the dynamic model in diesel engines was carried out through a structured comparison with the experimental test data on the Horiba test bench shown in
Figure 4. The simulation framework was developed using the FEV Virtual Engine software suite, which allowed a detailed finite element model (FEM) of the engine to be constructed in
Figure 5. This model incorporated accurate geometric representations of the engine components, such as the cylinder block, crankshaft, camshaft, and mounting points, along with material properties, including stiffness and damping characteristics obtained from the data sheets. In order to calculate the vibration in the system, the modal characteristics of the components at their operating speeds and corresponding frequencies, the directions and magnitudes of the forces depending on time and rpm are defined in the model. In the crank subsystem, connecting rods, pistons, and all bolts and fasteners are modeled with one-dimensional elements. The crankshaft, Torsional Vibration Damper (TVD), and flywheel are modeled with three-dimensional second-order tetrahedral elements. Second-order tetrahedral elements were used to create the finite element model of the engine block. Liners and flywheel housing parts are modeled with second-order tetrahedral elements, and they are connected to each other and to the engine block using one-dimensional and rigid elements. The main bearing caps are connected to the engine block at the respective positions. The simulations generated outputs including vibration acceleration distributions on flywheel housing and crankcase surfaces.
Experimental validation was carried out on a prototype eight-cylinder diesel engine under test bench conditions that matched the simulation setup. The engine was instrumented with accelerometers to measure surface vibration accelerations. A synchronized data acquisition system recorded the signals at high resolution to ensure an accurate representation of transient behavior. The tests were performed under motored engine operation, with engine speeds ranging from 650 rpm to 1600 rpm. The engine was operated at constant speed by the dynamometer during the measured rpm. Horiba dynamometer is used for test specifications listed in
Table 2.
To validate the simulation, multiple comparison surfaces were used. Crankcase and flywheel housing are one of the critical components for noise energy [
18]. For this reason, measurements were taken from the points of these parts that were closest to the engine mounts. Vibration accelerations were compared in terms of the measurement points specified in the root mean square (RMS). RMS data were applied to quantify the alignment of the simulation results with the test data. Mechanical vibrations were recorded as an RMS on two surfaces with the PCE Instruments PCE-VT 3700 (HAHN+KOLB Werkzeuge GmbH, Ludwigsburg, Germany) vibration data device specifications given in
Table 3.
An iterative refinement process was employed to address any discrepancies between the simulation and the test results. Adjustments were made to the simulation model by refining boundary conditions, updating material properties, and incorporating additional damping effects observed during experimental tests. Input forces were recalibrated as needed to ensure greater accuracy. This iterative approach allowed for progressive improvement of the simulation model, leading to final results that demonstrated close agreement with the experimental data. Specifically, vibration velocities deviated by less than 5%, consistent between simulations and experiments. The validated model provides a solid foundation for valvetrain design optimization.
4. Conclusions
This study proposed an integrated approach that combined MBD modeling and experimental validation to optimize the valvetrain system of a heavy-duty diesel engine. By combining kinematic and dynamic analyses, the research identified and mitigated critical challenges, including valve bounce, no-contact points, and valve-bridge tilting motion. Experimental validation through vibration measurements confirmed the accuracy of the simulation models, demonstrating close correlation with real-world engine performance.
The optimization of cam profiles, spring parameters, and valve bridge geometry resulted in significant improvements in stability, reducing unwanted oscillations and ensuring more efficient valve operation. The refined model successfully predicted and controlled key parameters affecting engine performance, including valve lift and timing accuracy. Furthermore, the study highlighted the importance of integrating numerical modeling with experimental validation to enhance valvetrain reliability, providing a robust framework for future advancements in valvetrain design, contributing to the overall efficiency of heavy-duty diesel engines.
Consequently, future research has the potential to explore further refinements in timing and accessory drive mechanisms and torsional vibration properties, with the objective of enhancing valvetrain performance under varying operational conditions.