Rockers, Pushrods, And Geometry
Transferring the motion of the camshaft to the valves is the job of the valvetrain. The key components here consist of the lifters, pushrods, and rockers, and can include studs and guideplates, depending upon the engine design. Considering a typical stud-mounted valvetrain as typified by a Chevrolet V-8 engine, there are geometry considerations that need to be kept in mind when setting up the valvetrain. With a stud-mounted rocker, the fulcrum position relative to the valve tip varies in relation to the pushrod length. Most engine combinations assembled with aftermarket rockers, cylinder heads, and/or lifters will typically require pushrods of a custom length. Determining the most appropriate length is part of the engine building process, with the objective being to provide the most advantageous geometry possible.
Ideally, the geometry of the valvetrain will provide for minimal scrub of the rocker at the valve tip, with the contact centered on the valve tip. By varying the pushrod length, the fulcrum height of the rocker is changed, providing the engine builder with a means to adjust the geometry. Typically, the valvetrain is mocked up with a light checking spring in place of the valvespring, and an adjustable pushrod is used to find the most advantaged length. The sweep of the rocker can be verified visually by coloring the valve tip with layout dye or a felt marker, and running the rocker through its motion.
As a general rule, the contact point of the rocker is moved inward to the valley side of the engine as the pushrod length is reduced, while the contact point is moved outward with longer pushrods. The shortest sweep is achieved if the length allows the rocker to achieve a 90-degree operating angle at mid lift. Depending upon the specific parts being used, and the associated rocker length, valve length, and stud position, an "ideal" geometry may not be possible, however, the builder must strive to achieve an acceptable "best compromise" through appropriate pushrod length selection.
In addition to the sweep motion of the rocker at the valve tip, an engine builder must consider the mechanical alignment of the rocker tip to the valve. This entails ensuring that the roller is centered on the valve. In an engine employing guideplates, the lateral alignment of the roller can be adjusted by shifting the guideplate laterally. Again, given variations in specific parts, it may not be possible to exactly center a pair of rockers without modifying the guideplates, however a "best compromise" solution of splitting the difference is usually sufficient unless there is a gross misalignment.

A spring tester is used to...

A spring tester is used to check the spring load at the installed height, giving the closed (or seat) load, and then again at the open height to get the maximum spring load at full lift. The results are compared to the cam lobe recommendations, and against the builder experience on what is required for the combination. This digital valvespring scale from Intercomp (part No. 100058) runs $847 from Summit.

A set of light checking springs...

A set of light checking springs are installed in place of the valvesprings to assist in checks associated with determining the required pushrod length and setting up the valvetrain geometry. The checker springs Andy's using here on our big-block are from COMP Cams, and are available as a kit from Summit for $2.25 (part No. 4758-2).

A checking pushrod is adjustable...

A checking pushrod is adjustable in length, and allows the builder to mock up the valvetrain for the most advantageous geometry. With a stud mounted rocker, the pivot point of the rocker at the fulcrum changes as the pushrod length varies, altering the geometry.

To aid in visualizing the...

To aid in visualizing the rocker sweep, the tip of the valve should be marked with layout dye or a felt marker.

The contact pattern of the...

The contact pattern of the rocker will be clearly seen in the witness marks once the is assembled with the adjustable pushrod, adjusted, and run through its range of motion by rotating the crank.

Here we have a virtually ideal...

Here we have a virtually ideal pattern, with the contact patch well centered on the valve tip and a short sweep as indicated by the narrow width of the witness mark. The contact pattern can be altered by adjusting the pushrod longer to move it out, or shorter to move it toward the centerline of the engine. When the optimal geometry is determined, the checking pushrod's length is measured and the appropriate pushrods are ordered.