# Patent

## Title
Varying the phase and lift of a rocker arm on a camshaft actuating a valve or injector

## Abstract

In an internal combustion engine using poppet type valves, a center pivot rocker arm is moved through a specific path wherein the roller in contact with a cam is moved to alter the phasing of the valves or injectors in the engine. Depending on the interface between the valve or injector and the rocker arm, the rocker ratio of the rocker arm may be altered, giving a change in lift as well. By positioning a control arm at desired points on either side of a centered position, and rotating the control arm about its own pivot point via an arm actuator, phase change is achieved. The arm actuator controls the location of the control arm and thus the timing of the valve or injector relative to the rotation of the cam. Advanced, centered, and retarded phase change is possible depending upon the movement of the control arm.

## Background
CROSS-REFERENCES TO RELATED APPLICATIONS
This application is a divisional application of application Ser. No. 12/247,105 filed on Oct. 7, 2008 titled “Varying The Phase And Lift Of A Rocker Arm On A Camshaft Actuating A Valve Or Injector” which is incorporated herein by reference in its entirety for all that is taught and disclosed therein. This application is also related to co-pending application Ser. No. 12/247,105 filed on Oct. 7, 2008 titled “Varying The Phase And Lift Of A Rocker Arm On A Camshaft Actuating A Valve Or Injector” by the same inventor of this invention.


FIELD OF THE INVENTION
This invention relates to an internal combustion engine using poppet type valves to direct gases into and out of one or more cylinders or cam operated fuel injection units to inject fuel into one or more cylinders. More particularly, a rocker arm is moved through a specific path wherein the roller in contact with a cam is moved to alter the phasing of the valves or injectors in the engine. Depending on the interface between the valve or injector and the rocker arm the rocker ratio of the rocker arm may be altered, giving a change in lift as well.
BACKGROUND OF THE INVENTION
Variable valve timing can be achieved by numerous methods. A description of a phasing system for roller lifter followers on a camshaft is given by Riley in U.S. Pat. No. 6,155,216, which is hereby incorporated by reference for all that is taught and disclosed therein. Variable cam timing, wherein the cam lobe is rotated relative to crank timing is given by Hampton in U.S. Pat. No. 4,754,727. This approach, of rotating the camshaft relative to the cam sprocket, is used by many engine manufacturers.
An alternative method is to move the rocker arm, with follower relative to the cam, as in U.S. Pat. No. 5,572,962 by Riley. In this case the phasing is achieved via a gearing system whereby the pivot shaft is moveable in a way that ties the change of phase to changes in lift and duration.
SUMMARY OF THE INVENTION
The present invention describes a system for providing controlled phasing in one embodiment (shown in FIGS. 1, 2A, 2B, 2C, 5A, and 5B), and controlled phasing with lift change in an alternative embodiment (shown in FIGS. 4, 6A, 6B, and 6C) of a center pivot rocker arm with a roller in contact with a cam. An alternate embodiment of providing the controlled movement path is shown in FIGS. 7A, 7B, 8A, and 8B.
One constraint in moving a rocker arm to change phase is that the height of the rocker arm tip on the valve stem or injector button must remain nearly constant, that is, within a very small, or minimal, range of vertical displacement. Another constraint is that the contact point between the rocker arm and the axis of the valve or injector will vary during actuation.
Allowing the roller of the rocker arm to move in an arc about the center of the cam (while maintaining contact with the base circle and the other end of the rocker maintaining contact with the valve stem or actuator button) results in the pivot shaft of the rocker arm describing its own arc. In most instances this rocker arm arc will be substantially circular. Allowing the path of the pivot shaft center to pivot about the center of that circle will deliver a phase change between the cam and the valve or injector with insignificant or minimal change in height of the contact point between the rocker arm tip and the valve stem or injector button, or a bridge acting on two valves.



BRIEF DESCRIPTION OF THE DRAWINGS
FIG. 1A shows an isometric view of a cam, rocker arm, valve or injector, and a pivot shaft for the rocker arm being carried by a separate pivoting mechanism.
FIG. 1B shows an alternate embodiment that utilizes a rotational actuator.
FIG. 2A shows a side-on view of the same mechanism as in FIG. 1A, with the rocker arm in a position of advanced timing.
FIG. 2B shows a side-on view of the same mechanism as in FIG. 1A, with the rocker arm in a position of centered timing.
FIG. 2C shows a side-on view of the same mechanism as in FIG. 1A, with the rocker arm in a position of retarded timing.
FIG. 3 shows an example plot of the minimal change in rocker arm tip height as the rocker arm is phased through its range.
FIG. 4 shows the same overall geometry as in FIG. 2, with the exception that the elephant's foot contactor between the rocker arm and the valve or injector is now located on the valve or injector. The underside of the rocker arm adjuster tip is flat.
FIG. 5A shows an isometric view of the mechanism of FIG. 1A, but with the rocker arm actuating two valves via a bridge.
FIG. 5B shows a detailed view of the elephant's foot and the slot into which it fits in the bridge.
FIG. 6A shows the same general view of a rocker arm acting on a bridge for two valves as in FIGS. 5A and 5B, but with the elephant's foot attached to the bridge.
FIG. 6B shows a detailed view of the elephant's foot mounted to the bridge.
FIG. 6C shows a detailed view of the underside of the bridge with a retaining cap to capture the valve tip.
FIG. 7A shows an isometric view similar to FIG. 1A but where the circular movement path of the pivot shaft is determined by the shaped underside of a fixed cap, with the pivot shaft in contact with the cap.
FIG. 7B shows a similar configuration to FIG. 7A but with a load bearing member inserted between the pivot shaft and cap with the circular underside.
FIG. 8A shows a side view of the geometry in FIG. 7A, with the pivot shaft cap of the appropriate radius and location to allow the correct pivot shaft movement, thus maintaining rocker arm tip height to a minimal change.
FIG. 8B shows a side view to FIG. 7B with a load distributing member between the pivot shaft and cap.



DETAILED DESCRIPTION OF THE INVENTION
Referring now to the Figures, in which like reference numerals refer to like components thereof, FIG. 1A shows an isometric view of a cam, rocker arm, valve or injector, and a pivot shaft for the rocker arm being carried by a separate pivoting mechanism. Though only one rocker arm, valve or injector, roller, control arm, and arm actuator are shown in FIG. 1A, one skilled in the art will recognize that two, three, four, or more sets of the same may be employed in any given engine.
In a conventional, center-pivot rocker arm for an overhead cam layout, pivot shaft 1 is in a fixed location, and rocker arm 2 pivots about this fixed location. Cam 3 attached to camshaft 37 acts on roller 4 (the roller 4 can be replaced by a curved sliding surface) to displace rocker arm 2. Curved arrow 9 indicates the direction of rotation of cam 3. The elephant's foot 5 attached to the tip of rocker arm 2 pushes down on valve or injector 6. The tip of rocker arm 2 usually has a mechanical or hydraulic lash adjuster which is not required to explain the function of the current invention, and is not shown. Valve or injector 6 is usually spring loaded (spring not shown) to return same to its original position as cam 3 returns to its base circle.
Phase change is achieved in this invention by moving pivot shaft 1 through a circular arc centered about pivot axis 8 of shaft 38 fixed to control arm 7. In this embodiment this is shown by positioning control arm 7 at desired points on either side of a centered position, rotating control arm 7 about its own pivot axis 8 of shaft 38 via an arm actuator 10. Thus, in this embodiment, pivot shaft 1 is no longer fixed. Arm actuator 10 controls the location of control arm 7 by being able to vary its length from its actuator axis 11, and thus the timing of the valve or injector 6 relative to the rotation of cam 3 is changed. Arm actuator 10 may be a hydraulic actuator, a ball lead screw powered by an electric motor, which could be a stepper motor, or another type of rotary or linear actuator. In another embodiment shown in FIG. 1B, a rotating actuator 39 is attached to shaft 38 and rotates shaft 38 clockwise and counterclockwise in order to vary the phase.
FIG. 2A shows a side-on view of the mechanism in FIG. 1A with control arm 7 located in an advanced position from a centered position (arm actuator 10 and actuator axis 11 are not shown in this view). If pivot shaft 1 were held fixed (with a suitable locating mechanism in place of control arm 7) in a centered position this would correspond to a conventional design without variable timing. Dashed line 12 indicates the location of the centered timing position with roller 4 contacting cam 3 when on the base circle of the cam, which represents a zero phase change. Dashed line 13 indicates advanced timing (advanced phase change) and dashed line 14 indicates retarded timing (retarded phase change). Corresponding to these different timing indicators, dashed line 15 indicates control arm 7 in the centered position (zero phase position), dashed line 16 indicates the control arm 7 in the advanced phase position, and dashed line 17 indicates the control arm 7 in the retarded phase position.
FIG. 2B and FIG. 2C show the location of components in the centered and retarded positions respectively (arm actuator 10 and actuator axis 11 are not shown in these views). The angular movement required for the cam 3 to roller 4 phasing will be different for the angular movement required for different positions of control arm 7. Please note the change in position of elephant's foot 5 with respect to the valve or injector 6 in each of the three views.
FIG. 3 shows a plot of the minimal change in height of the rocker arm tip throughout a selected range of phasing of the mechanism. Since there is only a very small height change of the rocker arm tip as the rocker arm moves through its phasing path, the valve and injector height remain essentially constant during the phasing movement when cam 3 is on the base circle of the cam. Movement from the retarded position to the advanced position is approximately between about −10° to +10° or any range there between. The minimal change in height of the rocker arm tip is approximately between −0.001′′ to +0.001′′. Changes of movement more than −10° to +10° or changes of rocker arm tip height of more than −0.001′′ to +0.001′′ are within the scope of this invention, and the ranges listed are just those that have produced good results, but other ranges may also be acceptable.
FIG. 4 shows in an alternate embodiment a side-on view of the mechanism in a centered position, but with the elephant's foot 5′ now attached to the valve or injector 6 instead of rocker arm 2′ as shown in FIGS. 2A, 2B, and 2C. Flat surface 18 on the underside of rocker arm 2′ is shown as being flat. Flat surface 18 of rocker arm 2′ may also correspond to the bottom of a lash adjuster fitted to rocker arm 2′.
FIG. 5A shows an isometric view of the mechanism in FIG. 1A, but with rocker arm 2 actuating two valves or injectors 6′ via bridge 19. Valves or injectors 6′ via bridge 19 are biased by spring 24. Shown in greater detail in FIG. 5B is a suitable slot 20 shown in bridge 19 to constrain movement of elephant's foot 5 during motion of rocker arm 2. Bridge 19 has tangs 21 that capture the end of rocker arm 2 to ensure that bridge 19 is properly constrained.
FIG. 6A shows in an alternate embodiment an isometric view of the mechanism in FIG. 4, but with the rocker arm 2′ actuating two valves or injectors 6′ via bridge 19′. Flat surface 18′ on the underside of rocker arm 2′ is flat. Flat surface 18′ may also correspond to the bottom of a lash adjuster fitted to rocker arm 2′.
FIG. 6B shows in greater detail the elephant's foot 5′′ now attached to bridge 19′. Bridge 19′ has tangs 21′. Flat surface 18′ on the underside of rocker arm 2′ is flat. Flat surface 18′ may also correspond to the bottom of a lash adjuster fitted to rocker arm 2′.
FIG. 6C shows a detailed view of the underside of the bridge 19′ with a recessed retaining cap 22 to capture the top of valve tip 23.
FIG. 7A shows an isometric view of similar to FIG. 1A but where the circular movement path of pivot shaft 1′ is determined by the shaped underside of curved caps 25. In this case the pivot shaft 1′ is longer than pivot shaft 1 in FIG. 1A (and elsewhere) to allow for contact with constraining curved caps 25. In FIGS. 1A and 2A (and elsewhere with the same features) control arm 7 for pivot shaft 1 is shown hinged at its pivot axis 8. The undersides of curved caps 25 have a radius whose imaginary center corresponds to pivot axis 8 as shown in FIG. 1A and others. Control arm 26 has lip 36 whose geometry captures curved caps 25 on the top surface, and pivot shaft 1′ captures curved caps 25 on its lower surface. Thus, when arm actuator 10′ changes length, control arm 26 and pivot shaft 1′ are translated. Connector 27 joins arm actuator 10′ to control arm 26.
FIG. 7B shows a similar isometric view of the geometry described in FIG. 7A but with a load-bearing member 32 interposed between pivot shaft 1′ and a single piece curved cap 28. Load-bearing member 32 allows curved cap 28 (corresponding to curved caps 25 in FIG. 7A) to be a single piece sitting above rocker arm 2. Slot 29 in curved cap 28 allows control arm 30, which is connected rigidly to load-bearing member 32 (not shown) to extend above curved cap 28 where connector 31 joins control arm 30 to arm actuator 10′′. The underside of curved cap 28 has a radius whose imaginary center corresponds to pivot axis 8 as shown in FIG. 1A (and elsewhere). Load-bearing member 32 sits on pivot shaft 1′ and may fit snugly over pivot shaft 1′ so that they are clipped together. Pivot shaft 1′ and load-bearing member 32 are biased upwards by suitable means well know in the art (not shown) to maintain contact with curved cap 28.
FIG. 8A shows a side view of FIG. 7A with pivot shaft 1′ in contact with curved caps 25. The circular arc movement of pivot shaft 1′, represented by arrow 34, is achieved by movement of pivot shaft 1′ along curved surface 33 whose imaginary center of curvature corresponds to pivot axis 8 (as shown in FIG. 1A and elsewhere.)
FIG. 8B shows a side view of FIG. 7B. The purpose of load-bearing member 32 is to distribute the forces more controllably between pivot shaft 1′ and curved cap 28, and may be useful for elevating curved cap 28 to allow for clearance between it and rocker arm 2. Load-bearing member 32 may fit snugly over pivot shaft 1′ so that they are clipped together. Suitable means well known in the art are used to bias curved cap 28 to maintain contact with curved surface 35 of curved cap 28 (not shown).

## Claims

1. A method for varying the phase and lift of a rocker arm on a camshaft actuating a valve or injector, the method comprising the steps of:
(a) pivotably connecting the rocker arm to a pivot shaft, wherein a roller on a first end of the rocker arm rotatably engages with a cam, and a second end of the rocker arm slidably engages with the valve or injector;
(b) from a zero phase position of the roller in respect to a base circle of the cam, advancing an actuator connected to a control arm, causing the control arm to slide against an upper surface of a first curved cap and causing the pivot shaft to rotate against a lower surface of the first curved cap in a first direction about an imaginary axis to an advanced phase position thereby advancing a timing of the valve or injector;
(c) from the advanced phase position, reversing the actuator, causing the pivot shaft to slidably rotate against the lower surface of the first curved cap in a second direction about the imaginary axis to a retarded phase position thereby retarding the timing of the valve or injector;
wherein a radius of curvature of the lower surface of the first curved cap is coincident with the imaginary axis.

2. The method according to claim 1 further comprising the step of:
slidably engaging a lip of the control arm against the upper surface of the first curved cap.

3. The method according to claim 1 wherein step (b) further comprises the step of:
causing the pivot shaft to rotate against a lower surface of a second curved cap wherein a radius of curvature of the lower surface of the second curved cap is coincident with the imaginary axis.

4. The method according to claim 1 further comprising the step of:
slidably engaging an elephant's foot attached to the second end of the rocker arm with the valve or injector, wherein a height of the rocker arm changes insignificantly as the pivot shaft moves in a substantially circular arc.

5. The method according to claim 1 further comprising the step of:
slidably engaging an elephant's foot attached to the valve or injector with the second end of the rocker arm, wherein a height of the rocker arm changes insignificantly as the pivot shaft moves in a substantially circular arc.

6. The method according to claim 1 further comprising the step of:
attaching a first end of the actuator to a first end of the control arm, wherein a second end of the actuator rotates about an actuator axis, and the actuator increases and decreases its length to cause the control arm to rotate in the first direction and in the second direction.

7. An apparatus for variable valve timing, the apparatus comprising:
a rocker arm pivotably connected to a pivot shaft;
a roller located on a first end of the rocker arm;
a cam, wherein the cam rotatably engages with the roller; and
a valve or injector, wherein a second end of the rocker arm slidably engages with the valve or injector;
a control arm connected to the pivot shaft;
a first curved cap engaged with the pivot shaft on a lower surface of the first curved cap whose radius of curvature of the lower surface of the first curved cap is coincident with an imaginary axis and slidably engaged with the control arm on an upper surface of the first curved cap; and
an actuator connected to the control arm;
wherein from a zero phase position of the roller in respect to a base circle of the cam, the actuator is advanced and the pivot shaft rotates in a first direction about the imaginary axis to an advanced phase position thereby advancing a timing of the valve or injector, and further wherein, when the actuator is reversed, the pivot shaft rotates in a second direction about the imaginary axis to a retarded phase position thereby retarding the timing of the valve or injector.

8. The apparatus according to claim 7 further comprising:
a lip on the control arm that slidably engages with the upper surface of the first curved cap.

9. The apparatus according to claim 7 further comprising:
a second curved cap engaged with the pivot shaft on a lower surface of the second curved cap wherein a radius of curvature of the lower surface of the second curved cap is coincident with the imaginary axis.

10. The apparatus according to claim 7 further comprising:
an elephant's foot attached to the second end of the rocker arm that slidably engages with the valve or injector, wherein a height of the rocker arm changes insignificantly as the pivot shaft moves in a substantially circular arc.

11. The apparatus according to claim 7 further comprising:
an elephant's foot attached to the valve or injector that slidably engages with the second end of the rocker arm, wherein a height of the rocker arm changes insignificantly as the pivot shaft moves in a substantially circular arc.

12. The apparatus according to claim 7 wherein a first end of the actuator is attached to a first end of the control arm, wherein a second end of the actuator rotates about an actuator axis, and the actuator increases and decreases its length to cause the control arm to rotate in said first direction and in said second direction.