Extracted from “The Chronicles of the Lords of the Chainring”
For a
better understanding of these equations, the simplifications and their
applications, see Lords of the
Chainring. The text is available from Prof. Patterson at wpatters@calpoly.edu
This
is the study of the response of a 2 wheeled vehicle to displacement of and or
force on the controls. It is a radical departure from, hands free stability,
which is the classical method of analyzing bicycle dynamics.
Early
literature has not emphasized the importance of trail to a vehicle’s feedback.
In fact, early stability plots were presented in terms on non-dimensional
geometry. This may be normal procedure for scientists because non-dimensional
numbers translate to the general condition. The problem with this approach is
that a myth of castor angle was born. Bike designers assumed that only front
wheel size should determine trail.
A
very complicated computer model was developed to predict bike response. Vehicle
state plays a significant role in it’s dynamics. The bike was placed in a
constant -speed –constant- rate turn, and it’s response to control inputs was
determined. It was then discovered that the response of a bike in a straight
line is very similar to the response of a bike in a curving path. The computer
model was used to isolate the second and third order dynamic terms that
contributed little to the bike’s response. The goal was to reach that “Golden
Fleece” of the engineer, a simplified design tool.
Placing
the bike in a straight line and making suitable simplifications, allowed the
derivation of 3 equations. These
equations provide the designer a method to formulate suitable head tube angle
and trail for widely varied bike configurations.
The
tool describes:
1.
The
control spring
2.
The
minimum trail necessary to control high speed over control.
3.
The
maximum trail to restrain fork flop below oppressive levels.
This
tool, and it’s predecessors, have been used to design and build more than 200
student bikes at the University and they have also been used to design 3
production bikes.
Symbols
A
wheelbase
B
horizontal position of the center of gravity
h
height of the center of gravity
Kx
radius of gyration through the cg.
M
mass of bike and rider
b
complement
of the head tube angle
d Steering angle.
Nf Normal
force at the front wheel Wt B/A
DQ Change in control torque
R Front wheel radius
Rh
Radius of the handlebars
S
Fork offset
T
Trail (R sin(b)-S)/cos(b)
Wt
Weight of the bike and rider.
·
Multiplication
Control
spring.
The
control spring is felt as a torque transmitted up the steer tube. The normal
equation for a torsional spring is:
DQ = - K Dd
The
change in spring torque is supposed to oppose any angular deflection. However,
the spring constant for a bicycle changes with velocity. So that
DQ = (K1-(K2 *V 2
) ) Dd
The
bicycle effective spring constant is (K1-K2 *V 2 ).
A
bicycle suffers from the strange condition of having a positive spring at low
speed. Instead of opposing your hands at low speed, the handlebars tend to
continue in the direction of the turn.
CONTROL SPRING CONSTANT VS SPEED

K1 =
Nf * T * cos(b)*
sin(b)
The
designer may need to solve problems with low speed control. If this is the
case, Sin(b) can
be minimized by making the head tube as vertical as practical, thereby reducing
K1.
Trail
provides the feedback torque that mitigates the “over-control” condition found
in too many bikes today. The position of the center of gravity and the
longitudinal radius of gyration through the center of gravity determine the
minimum trail necessary to control sensitivity.
Tmin
= K5* (B/M)(1/h2 + 1/Kx2 )
Note:
K5 is applicable for mass measured in Kilograms. B, h, and Kx are measured in
Meters.
K5 has the value of 1.2 kg m2 for light steering up to 2.4 for heavier,
more normal steering.
CONTROL SENSITIVITY VS SPEED

Maximum
trail
A
bike with too much trail, will have problems with fork flop. The fork will forcibly turn in the direction of frame
tilt. Flop ranges from 75 to 200 n/rad for nice handling bikes. A maximum of
something less that 300 seems to be fine. Then let
Flop
= 275
Tmax = Flop * Rh/(Nf * cos(b))
DESIGN
PROCESS
The
designer can use these equations to make 3 adjustments to his machine. The
first is to move the seat backward or forward to change “B”. The second to set
appropriate head tube angle. The third is to bend to fork backward or forward
to change trail by changing fork offset “S”. The designer can have almost any
configuration of bike and change B, b and S to give proper
handling.
The
important equations for high-speed equanimity are:
Trail = (R
sin(b)-S)/cos(b)
Minimum
Trail = K5* (B/M)(1/h2
+ 1/Kx2 )
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