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bdbolling19

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Discussion starter · #1 ·
I've seen a lot of threads lately from guys wondering how to properly adjust valves and set lifter pre-load with adjustable-type rocker arms, so here it is. This will explain how to properly set lifter pre-load with stud-mounted rocker arms; stock, pedestal-mount rockers will generally not need to be adjusted unless you have installed a reduced base circle camshaft.

Glossary:
Adjuster Nut: The tall nut that threads onto the rocker arm stud and sets the lifter pre-load. Usually a 5/8" hex nut.
Set Screw: The allen-head screw that threads into the top of the adjuster nut. Usually takes a 3/16" bit.
Zero Lash: Where there is neither play in the rocker arm or pre-load on the lifter.

This method is generally known as the exhaust-open, intake-close method.

1) Before you start, you'll probably want to remove the fan and fan shroud so that the motor can be rotated with a socket on the harmonic balancer bolt. The stock balancer bolt will require a 15/16", six-point socket, most aftermarket bolts use a 5/8", 12-point socket.

2) With the valve covers removed, choose the cylinder that you will adjust the valves on first. I like to start with the #1 cylinder, then do #2, #3, etc. While it is possible to jump around between cylinders and maybe save some time, going 1,2,3... ensures that you won't miss any valves.

3) With the socket and a breaker bar (or ratchet, whatever), rotate the engine until the exhaust valve on the #1 cylinder just begins to open. At this point, the #1 intake valve is fully closed and the intake valve can now be adjusted.

4) Loosen the adjuster nut and the set screw, backing the adjuster nut off several turns. Wait about 30 seconds to let the lifter pump back up; even though there is no oil pressure in the motor, the lifter contains a spring that will push the pushrod seat back up against its retainer clip.

5) Now comes the part where this gets a little harder. You need to tighten the adjuster nut down onto the rocker arm until the rocker arm is at zero lash. Most procedures tell you to spin the pushrod with your fingers until it no longer wants to turn freely, but, in addition to the pushrod being difficult to grasp with the intake manifold installed, it is possible with modern, super slick synthetic oils to adjust the rocker arm well past zero lash before and resistance is felt on the pushrod. Therefore, the method I suggest is to simply wiggle the rocker arm back and forth gently (in the same manner as it opens and closes) until there is no play in it. You want to use a wrench on the adjuster nut at this point, just tightening it finger-tight will do.

6) Once the adjuster nut is at zero lash, tighten the set screw in the middle of it down unitl it just comes into contact with the top of the rocker arm stud, then back it off about 3/16 of a turn. Now, tighten the adjuster nut down tightly (to about 30ft/lbs of torque). This torque spec should have turned the adjuster nut about 1/2 turn past where it was at zero lash. This is generally referred to as '1/2 turn of preload'. If it turned less than 1/2 turn but more than a 1/4 turn, then you're fine. If it turned more than 1/2 turn, back the adjuster nut off and repeat this step (#6), but, this time, back the set screw off a bit less than 3/16 turn. This part is something you'll just need to get a feel for on your particular motor, but, after you find how much you need to back the set screw out, that amount will work for the rest of the valves.

7) Once you have the intake valve set at 1/4 to 1/2 turn of preload, it's time to move on to the exhaust valve for the #1 cylinder. To get make sure that the exhaust valve is fully closed, rotate the engine with your breaker bar until the #1 intake valve (the one you just adjusted) opens fully and begins to close again. When the intake valve is almost fully closed, repeat steps 4,5, and 6 for the exhaust valve, remembering to back the set screw off to the amount that you determined while adjusting the intake valve.

8) Turn the engine over until the exhaust valve for the #2 cylinder begins to open, then adjust it as you did the #1. Continue until all the valves are adjusted, and remember to adjust them in order so as not to lose track of which ones have been adjusted.


Hope this helps.

Brian,
 
Discussion starter · #4 ·
The first one you adjusted will usuall feel loose be the time you finish because that lifter will have bled down by then. It's ok, once the engine is running and giving oil pressure, the lifter will pump back up.
 
This is turning out to be something that I'm really struggling with.

I called Ford Racing on Thursday and the tech said that it doesn't matter if the lifter is pumped up or down when you torque down the pedastal mount rockers. He said if it's pumped up then fine, but if it isn't then the lifters' springs will compensate. He said once you have identified the proper shim and pushrod length combination just torque them down in the sequence that bdbolling suggests at the top of this thread.

Is this really true?

I followed this last night, torqued the rpedastal ockers to 18 ft pounds. Started the car this morning. At cold idle the manifold vacuum is 13 and the rockers sound pretty loose. By the time the car got to operating temperature and even above the car was only pulling 10 inches of vacuum and the noisy rockers had effectively quieted down. I drove it over to my neighbor's house (guy works for a local performance shop and is building a killer 86 GT autocross car) so he could listen to it. At idle the car was really laboring and running very rough, which is A-typical for my car. He said it sounds like I have the rockers too tight and that's why the car's vacuum reading was decreased. He said that I need to turn over the engine until the lifters are pumped, keep them pumped then torque down the rockers, otherwise I have too much preload once the lifters pump up while the car is in operation.

I'm pretty frustrated. I didn't have this trouble when I put heads on this car back in 2005, but I don't seem to be able to get a handle on it now.

I've already adjusted the rockers 4 times so clearly something isn't right.

Thanks for your thoughts!
 
Discussion starter · #6 ·
A low vacuum reading and excessive rocker arm noise are usually symptoms of opposite problems; excessive noise resulting from rattle when the there is no pre-load or even a bit of lash on the lifter, and the low vacuum reading results from the lifters having too much pre-load, thereby not allowing the intake valves to close fully.

I can give more help with this, but first I'm going to need a bit more info: first, a desciption of the noise and then a description of how the needle on the vacuum gauge fluctuates.
 
I got the vacuum issue resolved. Car is now pulling almost 14 inches at idle.

I'd described the noise as ta-ta-ta-ta-ta-ta-ta-ta-ta in rapid succession. Does not sound like a clank and not as harsh as a click or tick. Passenger side strikes me as louder than the driver side, but it's a little hard to tell due to the noise created by the alternator. Still seems to idle just a little rough, like the whole motor sometimes shakes. And I have noticed alot of wetness on the phenolic spacer between the upper and lower intakes. Thanks!
 
hi question

when hand tighting the ploylocks the screw in the middle do i tight it before the 1/2 or after and also when u said torquing the ploylock it should be 1/2 turn to reach the torque spec when im do that it does not torque it needs 3-4 full turns to tight it with the torque spec and if this not correct do i need bigger pushrods to get to 1/2 to reach the torque spec thanks.
 
This is a great post...tx.
 
I am a little confused here. Why would you tighten the set screw, back it off, then tighten the adjuster nut to set the preload? Why would you not just set the preload, then tighten the set screw? Would this not result in a more accurate preload, or lash? I guess with HYD lifters if you were off by .010" preload it would not be the end of the world, BUT if it was a solid lifter that .010 could be big trouble. Yes?
 
If the intake is off, you can also use the wire type feeler gauges.
You would turn the adjuster nut until you can slide the desired thickness wire gauge between the Push rod cup and the retainer clip.

You could also try and set up a dial indicator on the Push rod side of the Rocker arm, then tighten the adjuster nut until the desired amount of preload is reached. If using aluminum heads, you will need some way to let the dial indicator's magnetic base hold. A piece of flat steel works good in this case.
 
Maybe I didn't ask correctly.

Why would you set the correct pre-load/lash with the adjusting nut, then back off on that nut, screw in the set screw untill it hits the stud, Then tighten the adjusting nut untill they lock? It makes no sense to me. You would never get the right amount of torque on the set screw, and have the adjusting nut at the right height to set the correct pre-load/lash.
 
pedistal mounts? easier with a unpumped lifter. adjust on the base of the cam (described above) until you see the lifter piston pushing down, back off and tourqe to spec (15-18), if preloads you need shims... it can be a long process... then with all done recheck rockers, they should "swipe" the valvestem in a even pattern... i know its not technical, but you said youve done it before...i know, mine sat for 5 years and im doing it now
 
How long did the process take? I'm just curious cause I need to do this soon.
 
Discussion starter · #16 ·
Depends on how much of the motor you have to pull apart to get the valve covers off, really. Once you have the valve covers off, figure it could take up to 2hrs the first time, since it takes a little while to get a feel for it. After the first time though, you can usually do the whole process in less than an hour.
 
Hi there,
I normally oil-soaked new lifters overnight prior to install. Well we are past that now. This is I would do, slight tight all rockers that it no longer move up and down. Put rugs lower side of heads to prevent oil spilling to the exhaust. Start motor until oil pressure
is attained, lifters oil pressure is up and start adjusting the nuts.
Start either side, first nut loosen until you fill the noise, then tighten to quite the noise and lock it. Continue the process until
you are done. Go do the other side. Let it run until lifters had
adjusted, After a while, you will do this again and you will feel it
and how tight to apply on both sides. You mentioned you done it
four times?, I would condemned your locknut is not working, then
I would think of replacing with a new locknuts.
I hope this will help you, as I do same procedure over and over
on all hydraulic lifters since they were introduce:bigthumbsup.
 
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