Performance Automotive Engine Math
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Performance Automotive Engine Math - John Baechtel
INTRODUCTION
Do the math
is easy for some people to say, but for many of us the mere mention of math provokes acute anxiety and the urge to flee. Some of us have barely mastered the fine art of counting change and even fewer of us attempt to manage a balanced checkbook. So what qualifies me to write a math book? Very little, I’m afraid. I was a poor math student in college and I have always had the same innate fear of math that many of us feel. Most of us prefer having root canal work over even the simplest of equations. Yet almost every facet of our lives can be reduced to mathematics; most of it functioning quietly in the background to make life easier. Through the simple expedient of repetition we eventually learn just enough math to support our basic needs. Repetition and familiarity are the keys and those are my only qualifications.
For the first 17 years of my career I was technical editor for Car Craft magazine, then executive editor of Hot Rod magazine and finally back to Car Craft as editor for several years. I spent most of my time building and testing engines and cars at other people’s facilities. Little by little, the necessary math became second nature. When I finally opened my own dyno testing lab in the mid 1990s, I had to polish my math skills even further to make certain that I knew and understood more than, or at least as much as, the most savvy engine builders and customers who used my services. One thing I learned early is that there is always a source that can be referenced to solve a problem.
That is what this book is for. Somebody smarter than the rest of us figured it all out. We’re just looking for the basics and the practical application. This is a reference book; a source, if you will. Thanks to the real mathematicians and engineers, wherever they are, we can all use these basic equations to solve problems in our projects. My goal is to help you understand the practical application through repetition. This same no pain
method can be used by any performance enthusiast to learn and apply the basic math that makes the pistons go up and down and the wheels go round and round. If you have the right equations and learn to work them through repetitive use, your engine math butterflies will quickly vanish.
Please note that we are actually working with math equations, not formulas. For our purposes this is pretty much mathematical nitpicking, but any time you have an equal sign between any combination of known and unknown values, you have an equation. By entering the known variables and using algebraic manipulation you can solve the equation. Because both sides always have to remain equal, you can move things back and forth (transposing), or add, subtract, multiply, and divide equally on both sides to keep the equation balanced. In most cases the equations are going to have the unknown we are seeking on the left side and a bunch of variables on the right that, when properly manipulated, yield the answer. Since I’m spelling it all out for you, all you have to do is work the basic arithmetic. If you see brackets [ ] or parentheses ( ), perform the operations inside of them first, almost like a separate problem. Multiply and divide first and then add and subtract to simplify operations.
A scientific calculator includes a square root key, a cube root key, and a key for squaring numbers. These keys and others allow you to quickly make any calculation in this book.
Now even though we are working with mathematic equations, we are still going to follow popular convention and call them formulas because that is what car people are most familiar with. When all is said and done, it won’t matter.
In addition to all the basic engine math formulas, I have included practical examples and as much background reference material as possible. That includes basic formulas for finding the area of squares, circles, and triangles, and the circumference of a circle using pi. It also includes explanations of different units, linearity, exponents and powers, rates and speeds, weights and measures, pressures and temperatures and so on. Some of the core principles discussed include leverage and fulcrums, pressure and vacuum, motion and inertia, elasticity, friction, density altitude, and other useful information.
The formulas require nothing more than basic algebra and square roots; nothing too fancy or over your head. Most can be worked on a simple household calculator; but do yourself a favor and pick up an inexpensive scientific calculator that includes separate keys for pi, square root, and parenthesis. You can just ignore the rest of the scientific functions. I’ve pointed out calculator key pad sequences for many of the formulas so they’re easy to follow.
You’ll also find descriptions of all the tools you will be using to take your measurements and make your calculations. You’ll find many of them indispensable and inexpensive. Once you become familiar with them, most of your measurements and calculations become second nature. For computer buffs, Chapter 13 describes how to enter all the formulas into a simple spreadsheet, such as Microsoft Excel or any of the open document spreadsheets now available online. You can build your own personalized engine math page where you can enter values and see instant results that you can print for future reference.
Precision measurement tools are required to obtain accurate results when blueprinting an engine. These include outside micrometers, digital calipers, dial indicators, snap gauges, height micrometers, graduated burettes and more.
The technology available to all of us is increasingly simple and easy to use. I sincerely hope that this book will help you take advantage of it for all your engine math needs.
It’s also worth noting that while mathematics is a very rigid discipline, concepts and formulas are rarely set in stone. Over time, theory and corresponding calculations have a way of evolving. It is relatively unlikely that you’ll encounter many changes from what you see in this book, but keep an open mind and be willing to examine and evaluate new theory and math as it may emerge over time.
CHAPTER 1
BASIC MATH AND SCIENCE
You can’t do engine math without numbers. The numbers we use are measured with precision tools or, in some cases, they are assigned values for the purpose of brainstorming proposed modifications and theoretical results. Measurements are taken in what we all recognize as U.S. Customary units of measure such as feet, inches, pounds, and gallons; international SI or metric units such as millimeters, centimeters, and liters are also relevant because many new cars use a combination of both. Once dimensions and other measurements are recorded they can be mathematically manipulated to tell us almost anything we want to know about our engines, including how they might perform and how we might modify them.
Engine math deals with rod and stroke lengths, bearing diameters and clearances, cylinder volumes, bore/stroke ratios, piston weights and speeds, cylinder pressures, atmospheric temperature, and so on.
Volumes are calculated in cubic inches, cubic centimeters, or liters (appropriate conversion factors are available).
Engine, piston, and bearing speeds are a function of time so they are measured in feet per minute (ft/min) or feet per second (ft/sec).
Atmospheric temperature measurements are noted in degrees Fahrenheit.
Pressure measurements are given in pounds per square inch (psi).
Core Principles
You are probably familiar with the core principles taught in high school science classes. Not surprisingly, all of them apply to engine projects in one way or another. Basic physics affects every function inside your engine and because most of the principles are straightforward and easy to visualize, it’s easy to understand how they affect engine performance.
The math going on inside your performance engine is easy to grasp once you understand the formulas and how they relate to engine performance.
Before I dive into the heart of the engine to work some basic short-block math, let’s take a brief moment to review some of the core principles that affect engine operation. As you progress through the book, you’ll find that each of the following principles apply to engines in one or more ways.
Acceleration
The rate of increase of speed or velocity. In engine math it is usually noted in feet per second (ft/sec) or feet per minute (ft/min). It represents a change in velocity from a state of rest (no motion or speed) to a given speed, or from a given speed to a greater speed over time. Deceleration is a measure of change in velocity from a given speed to a lesser speed or to zero speed.
Area
The extent or measure of a plane surface or the surface of a solid object. Area is represented in square inches or square centimeters. In engine math it might represent the surface of a piston top or the cross-sectional area of an imaginary plane sliced through an intake port at 90 degrees to the direction of flow. It may also represent the open space of a throttle bore through which air passes, commonly called throttle area.
Circumference
The length of a boundary line of a given circle or the perimeter of a closed curve bounding a plane area. Cylinder bores and throttle bores have a fixed circumference which can be converted to an area measurement by squaring the diameter of the given circle and multiplying by the constant 0.7854. Or multiply 2 × pi × the radius of the circle.
Density
The quantity of something by unit of measure or the mass per unit volume of a substance under specified conditions of pressure and temperature. This is a measure of how tightly packed the atoms and mole-cules are within any given space—weight divided by volume and noted in pounds per cubic inch squared (lbs/in³)².
All the core elements of math and science are present inside every engine. This view of a supercharged Chevrolet Corvette engine reveals the complexity of component relationships that are governed by basic mathematical principles. (Courtesy Chevrolet Motor Division)
Differential
Showing an amount or degree of difference between two quantities such as pressure or temperature. The measurement of difference is the differential and is called the delta (as in delta P for pressure and delta T for temperature). The symbol is the Greek letter Δ.
Elasticity
The property of certain materials that enables them to return to their original dimensions after an applied stress has been removed. A typical example would be the difference in elasticity (modulus of elasticity) between steel and aluminum connecting rods. Aluminum stretches more than steel so you have to run more piston- to-cylinder-head clearance (than steel) to prevent component contact when the rod material stretches at TDC.
Equation
A mathematical statement asserting that two expressions are equal. It allows you to solve for unknown values by manipulating constants, known values, and variables according to mathematical laws to keep the equation balanced.
Exponent
A number or symbol placed to the right of and above another number, symbol, or expression to indicate the power to which it is raised. The number being raised is called the base number and the exponent indicates the number of times the base number is multiplied by itself. Hence 2² means 2 × 2 = 4 and 3³ means 3 × 3 × 3 = 27. In engine math, numbers are typically squared (base number times itself once) or cubed (base number times itself twice).
Force
A vector quantity that tends to produce an acceleration of a body in the direction of its application. Example: In a cylinder, the combustion pressure (force) is constrained in all directions except one and that is the downward motion of the piston when combustion pressure (force) is applied.
Friction
The force that resists the motion of one surface relative to another with which it is in contact.
Fulcrum
The point of support upon which a lever pivots.
Inertia
The unique property of matter that causes it to resist any change in its motion or lack of motion (state of rest). Thus a body at rest remains at rest unless acted upon by an external force and a body in motion continues to move in a linear direction at constant velocity unless acted upon by an external force. Newton’s first law of motion states that the mass of a body is a measure of its inertia.
Lever
The simplest mechanical device, consisting of a rigid bar pivoted about a fixed point and used to transmit a force. Leverage is the action or mechanical advantage of a lever and is represented by the amount of force applied over a given distance from the fulcrum to a load at a given distance on the opposite side of the fulcrum (or somewhere between the fulcrum and the point where force is applied).
Linear
Having only one dimension or direction.
Motion
A change in the position of a body or component with respect to time as measured by a particular observer in a particular frame of reference.
Percentage
A portion or share in relation to the whole where the whole is represented by 100. It is represented as a fraction or a ratio with 100 as the denominator. Example: 70/100 = 0.70 or 70 percent.
Pressure
The force acting normally on a unit area of surface, or the ratio of force to area. Example: Atmospheric pressure is 14.7 pounds per square inch (14.7 lbs/in²) Absolute pressure (psia) is pressure measured on a gauge that reads zero at zero pressure rather than atmospheric pressure. Gauge pressure (psig) is measured on a gauge that reads zero at atmospheric pressure.
Ratio
A mathematical relationship in degrees or number between two things or quantities. In mathematics it is represented as a fraction. Example: In engine math the simplest ratio is that of crankshaft speed to camshaft speed. If the crankshaft turns at twice the speed of the camshaft, the ratio is 2:1.
Roots
Square roots (√x) and cube roots (³√x) are not often required, but it is good to understand that they are the reverse of exponents. They are tedious to calculate by hand. Fortunately you can find a square root or a cube root quickly on a scientific calculator by pressing the appropriate keys. If a number is squared 3² for example, the square root is expressed as √9 or 3. If a number is cubed (4³), the cube root is expressed as ³√64, or 4.
Specific Gravity
The ratio of the mass of a given solid or liquid to the mass of an equal volume of distilled water at 4 degrees C (39 degrees F) or of a gas to an equal volume of air or hydrogen under prescribed conditions of pressure and temperature.
The four cycles of operation illustrate the relatively low pressures on the inlet and compression strokes versus the high pressures occurring on the power and exhaust strokes. Mathematical equations are used to describe and calculate the dynamic relationships that occur within the cylinders during each of these cycles.
Stoichiometric Ratio
The quantitive relationship between reactants and products in a chemical reaction. More specifically, in engine math the stoichiometric ratio of 14.7:1 represents the ideal air-fuel ratio for combustion (for gasoline) that creates minimal by-products.
Vector
A quantity such as velocity completely specified by magnitude (strength) and direction.
Volume
The amount of space occupied by a three-dimensional object or a region of space.
Variable
A quantity capable of assuming any assigned value or a symbol representing such a quantity.
If you had no problem grasping these basic concepts, you’re ready to tackle any of the engine math calculations found in this book. Keep in mind that your calculations are only as accurate as your measurements. They say that numbers never lie and that is almost true. If you provide inaccurate measurements, the numbers won’t lie, but they won’t give the right answer either. Now grab your calculator and dive into the easy engine math formulas. They’re going to be more useful and more fun than you expect.
Core Formulas
CHAPTER 2
ENGINE DISPLACEMENT
How does this World Products Hardcore 454 Chevy small-block cram all that cylinder volume into the same basic block architecture as a 283 Chevy? The bore is 4.250 inches and the stroke is 4.00 inches. Do the math.
Engine displacement is the most common math calculation. Displacement is the size or volumetric capacity of an engine expressed in cubic inches, cubic centimeters, or liters. Here in America we typically work in cubic inches while the rest of the world uses the metric system. I discuss appropriate conversions later in this chapter. Displacement is determined by a calculation involving the bore diameter and the stroke length times the number of cylinders. The result is the actual swept volume of each cylinder and the total swept volume of the engine assuming 100 percent volumetric efficiency. Please note here that the actual swept volume is not the total volume of each cylinder since it does not include the volume of the combustion space above the piston at top dead center (TDC). These separate volumes allow you to calculate the engine’s compression ratio (described in Chapter 3.)
Cylinder Bore Diameter
Cylinder bore diameter is a primary component of the engine displacement formula. Without a convenient comparison, any cylinder bore seems substantial to the eye, but even small changes in diameter relative to a fixed stroke length will produce an increase in engine displacement. Bore size is a major concern for any competition engine build because it dictates valve size and ultimately the breathing capability of the engine. Many engine builders feel that the breathing gains from a larger bore outweigh any friction penalties that may accrue from larger pistons with more skirt surface and potentially increased ring drag. A bigger bore also provides more piston area for combustion pressure to work against, but it also creates a greater distance for the flame front to travel and more surface area to cool the flame.
Street engines are one thing, but some racing series actually limit the bore size and bore spacing. These are typically cost measures designed to curtail the use of more expensive cylinder blocks with revised bore spacing, allowing larger bores while retaining desirable cylinder wall thickness and stability. Sprint Cup engines are a good example. The displacement is limited to 358 cubic inches with a maximum bore of 4.185 inches. Cup engines previously operated with a bore spacing of 4.400 inches, but NASCAR allowed a bore spacing increase to 4.5 inches to accommodate larger bores, bigger valves, and revised valve geometry—all in attempt to level the playing field among various brand competitors. If the cylinder bore is not specified, you must choose a bore dimension that best suits your particular application as defined by air flow and combustion chamber requirements, compression ratio, flame travel, and other factors, including a stroke length that also accommodates your operational requirements.
Precise bore measurements are taken with a dial bore gauge. Dial bore gauges typically read to an accuracy of ± 0.0005 inch and many are accurate to ± 0.0002 inch. It is no slight to any machinist for a customer to check their work, but it is important to recognize that your instruments may read different. That may be okay as long as your measurements fall within the acceptable tolerance. The best way to ensure the accuracy of any bore measurement is to set the tool according to a known standard prior to taking your bore measurements. If you have a favored machinist, you might also want to take some of your instruments by his shop and compare sample measurements with his tools.
Cylinder bores are measured with a dial bore gauge to obtain maximum accuracy. Measurements are taken at the top, center, and bottom of piston travel and in two different directions, front to back and side to side.
Stroke Length
Stroke length is the companion factor in the cylinder displacement formula. Adding stroke length increases displacement relative to a fixed bore size. Stroking, an early hot rodding trick, has found particular favor in many late-model engine builds seeking to maximize displacement. With the exception of high-performance applications, stroke lengths usually remain fixed with the factory length as it is much easier and more practical to increase the displacement via bore enlargement. And in the case of your typical engine rebuild, the primary concern is to restore cylinder sealing with new oversized pistons and rings. A simple bore-and-hone job is all that’s required. Stroke increases often require block modifications to provide clearance for the rods and rod bolts, and require the purchase of new pistons with the appropriate pin location to accommodate the new stroke length. In either case, the displacement formula can be manipulated to calculate displacement or to find the required bore or stroke when the desired displacement and one of the dimensions is known.
Critical Short Block Dimensions
Cylinder Block
Block Deck Height
Bore Spacing
Bore Diameter
Crankshaft
Stroke
Main Journal Diameter
Rod Journal Diameter
Connecting Rod
Center-to-Center Length
Pin Diameter
Big End Diameter
Piston
Piston Diameter
Piston Pin Height
Pin Diameter
To calculate an engine’s displacement you must first find the swept volume of an individual cylinder based on the bore and stroke dimensions. The bore is the diameter of the cylinder and the stroke is the distance that the piston travels up and down in the cylinder. (Stroke is actually a function of the length