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Shock Theory

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We've dabbled in shock/damping theory a few times recently, but don't have a dedicated thread to really dive into the details (that I'm aware of). Let me first say that I'm not an expert here by any means, just a nerd learning nerdy things so please, ask questions along with me! But better late than never, let's get a thread going. As I'm currently imagining this thread, I think the theory is far more helpful than specific "my truck has this tune and it's good" style discussion. I'm going to skip emulsion shocks for the sake of simplicity, but you're welcome to bring them up if you so desire.

The kinds of things that would be awesome to bring to this thread
- Documents: Patents, PDFs, college/ASE papers, etc
- Cutaway models with functional descriptions
- Videos: Helicopter footage, onboard videos with suspension focus to interpret
- Shock Dyno Charts: footage is even better, but correlating force curves to certain valving/features would be incredible.
- Anything else you find relevant, use your own discretion

I'm going to call mechanical shocks "dumb" shocks for simplicity, and anything implementing computer control is a smart shock.

Most "dumb" (mechanical) shocks are velocity sensitive. They have no idea where they are in the shocks travel range, but the force they produce is directly impacted by the piston speed. When the shock is moving slow, it's easier to cycle (low force) because the fluid is moving slow enough to take the free bleed path. When the piston starts moving faster, it can't free bleed fluid fast enough and some of the fluid is forced through the valve stack at much higher resistance (higher force). So by tuning the free bleed and the primary shim stacks, the force created by the shock can be tuned for the different speed regimes.

Bypasses are the primary "dumb" shock that are not only velocity sensitive, but also position sensitive. They still have all of the velocity sensitive tuning of the above basic shocks, but also now have the ability to change force not only based on piston speed, but also on piston location. External bypasses do this with the visually obvious bypass tubes, and Internal bypasses do the same with reed valves instead of poppets (different mechanisms to accomplish the same results due to packaging reasons) but concealed by the outer body that supports the coil springs. They are true to their name, they literally allow a bypass path for the fluid to travel from one side of the piston to the other without going through the primary shim stack. So a "full stiff" bypass essentially has all of the tubes closed off completely, and is forcing all of the fluid through the primary shim stack. Then the bypass tubes can be opened incrementally to soften specific areas of travel from there.

There are other types of position sensitive devices that companies use to create stiffer "bump" zones such as moving the reservoir mounting point lower on the body (vs the cap), or king with their needle and seat mechanism, but those can be discussed in more detail in follow up replies.

Then there are "smart" shocks, that have electronic control devices that help the shocks create the right amount of force for any given scenario. Some electronically tuned shocks effect primarily the compression valving, others impact rebound. But the idea is they are run by a computer that is observing variables such as shock position, vehicle speed, accelerometers, steering wheel position, brake/gas pedal positions, as well as reading mode selections (comfort, sport, etc) by the driver.

Many (most?) electronic control devices are implemented between the main body of a shock and the reservoir. I find this fascinating to be honest. At full extension the entire shock shaft is exposed. When fully compressed, the shock shaft takes up volume that is normally used by fluid. So the only way the shock can move, is if that displaced fluid has somewhere to go, the reservoir. When the entire shock body is 100% full of fluid like normal, if you were to plug the reservoir hose the shock would by hydrolocked and unable to move in any direction at all, like a hydraulic ram. What this also means, is that you can apply valving to the fluid going back and forth between the main body and reservoir just as you would apply normal valving on the piston. This is how the Fox DSC (manual), IQS (manual) , Live Valve X1/X2 (electronic) work as well as the Icon system and others.


So that covers some of the various basics of how control can be applied via shocks, based on velocity, position, or other parameters from the vehicle (to be covered in far more depth in follow up responses!). Then we have to figure out what we're actually asking them to do. I've seen discussions on Skyhook control theory, Groundhook control theory, is our use-case unique or does it fit directly into a category? In basic terms, we're looking to keep the chassis as stable as possible (because any rocking/bucking motion are inherently unstable), and keep the tires on the ground as much as possible.



I'll come back later with more details about some of those individual topics, but just wanted to get a foundation of the basics to get the ball rolling
 
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Alright so when it comes to Fox shocks, they are awesome in that they have complete transparency on the operation of their Live Valves.

Fox 3.1 Live Valve IBPs:



RAD live valves (external bypasses, electronic control)



Live valve X2:



Here's SDi's combo of the "Smart Shox" adjuster (made by Fox for Can-Am?) combined with an X1 style compression live valve



Teardown of the Smart Shox device:

 
Skyhook control theory:


Here's the introduction:

The function of vehicle suspension is to improve the ride comfort and driving safety. Today the most widely used suspension is passive suspension. It consists of spring, damper, and inerter [1]–[3]. A common approach used to design the passive suspension is structure approach [4], [5], which bases on the passive elements (spring, damper, and inerter) connected in parallel or in series. This approach can limit the complexity of the suspension structure. Whereas, some excellent structures maybe be ignored as a consequence. To solve this problem, in [1], [6], mechanical impedance approach was used into suspension design. In this approach, a mechanical impedance function is established first. Then, the parameters of mechanical impedance function are optimized based on the design objective. After that, network synthesis is used to realize the suspension structure passively. It is a more general approach compare with the structure approach. However, those two design approaches, are all obtained a fixed structure and parameters of the suspension. Normally it cannot gain the satisfying performance in all of those three indexes or must rely on a complex structure [7], [8]. Semi-active suspension can adjust suspension parameters according to the control strategy to achieve satisfying performance in different condition of the vehicle and the road [9]–[11]. Skyhook (SH) control suspension is a semi-active suspension which is easy to implement with little information about the vehicle state. It sets a virtually damper between the vehicle body and the imaginary sky [12]. It is effective to enhance the ride comfort of the vehicle, but the dynamic tire load deteriorates at the same time. In [13], a solution was proposed to improve the performance of the skyhook control strategy by adding the sliding mode and internal model theory. In term of the performance of suspension, this solution is more superior to the traditional skyhook controller. In [14], Hu and Chen designed a comfort-oriented vehicle suspension with skyhook inerter. Semi-active inerter was used to realize the semi-active skyhook inerter control and three different control laws were compared. It is a meaningful exploration for applying inerter to skyhook control strategy. However, those skyhook control strategies contain only one element. That is to say, the mechanical characteristics of these strategies are incomplete. From the point of mechanical network, those skyhook strategies can be seen as different kinds of special theory of skyhook control and missing some mechanical characteristic, for instance, the spring characteristic, damping characteristic, or inerter characteristic. Further improvement in suspension performance is limited.

In this paper, the problem of lacking of stiffness, damping, or inertial characteristic in skyhook control is solved and a novel general theory of skyhook (GSH) control based on the theory of mechanical impedance is proposed. In section 2, the suspension model of GSH suspension is analyzed and the transfer function of the GSH suspension is deduced. Then, the effect of the skyhook spring, skyhook damper and skyhook inerter on suspension is analyzed. The GSH control suspension structure is designed and parameters are optimized by adaptive fish swarm algorithm based on nonlinear dynamic visual field. In section 3, the semi-active suspension system based on GSH control is designed and performance is analyzed. A novel controllable inerter is proposed and devised to realize the GSH control. And random-input test is taken to evaluate the performance of the semi-active suspension based on the GSH control. Lastly, the robustness of the GSH control is analyzed with the variation in spring stiffness and sprung mass. There are two significant contributions in this paper: (1) the GSH control completes the mechanical characteristics of the skyhook control and further improves the suspension performance; (2) the novel controllable inerter proposed in this paper realizes the continuous skyhook inerter control and makes the GSH control realizable.
 
FSAE damping papers:

"Understanding your Dampers: A guide by Jim Kasprzak"

https://www.kaztechnologies.com/wp-...er-from-FSAE-Book-by-Jim-Kasprzak-Updated.pdf

"KAZ Tech Damping Calculation Seminar"

I don't know the Scribd site, but it's the first that came up with the PDF ( cant upload the ones i have)



Ohlins stuff:

"Inside the TT44 Manual"

https://www.ohlinsusa.com/files/files/Inside_TT44_Manual_p1.pdf


Penske has some cool info too, but it looks like you have to log in for some of it

Downloads - Resources - Penske Racing Shocks
 
The important part to know is that damping rates directly relate to the sprung-mass, the spring-rate and the usage type.
The spring-rate also directly relates to the sprung mass and usage type.

So you can calculate all your spring and damper rates directly from knowing the sprung-mass, the leverage ratios and the intended usage.

Damper rates for almost all applications are firmer in rebound than compression and firmer at low speed compression (chassis control) vs high speeds (bump control).

Get your spring-rates wrong and the ride is usually unbalanced front/rear along with either being harsh and jiggly (too firm) or soft and wallowy (too soft).
Ride height is not spring-rate and shouldn't be corrected with spring-rate.

Get your damper rates wrong and you're stuck with a really harsh ride or bouncing down the track.
 
Going back to basics a bit, the physics and math of spring mass dampers. A spring mass damper has 4 possible damping profiles. Undamped, overdamped, under damped, and critically damped. Math will come later, so physics for now. But there is an important math part that must be addressed first. Reaching steady state is not the goal. Getting close to the end position is.

Undamped is as it sounds. The motion oscillates without decreasing it's amplitude. Damping ratio is 0.

Underdamped still overshoots the end point and oscillates but with a decreasing amplitude. Damping ratio is between 0 and 1.

Critically damped is the point at which it no longer oscillates or overshoots. Damping ratio is 1.

Overdamped will not oscillate but takes longer to reach the goal than critically damped. Damping ratio is greater than 1.

The three cases with some amount of damping can be seen in the image. The squiggly line in the legend is damping ratio.

ThePhysicsOfTheDampedHarmonicOscillatorExample_01.png


I have heard from someone in the pavement racing world that a damping ratio of about .9 is preferred over being critically damped. The reason is that you get to the end area faster. A slight bit of overshoot is not a huge deal since the actual distance is small and will likely be lost in the next bump or droop event. Even though the travel amounts being discussed were signal digit centimeters not double digit inches, the theory should still apply. The .9 might be more like .95.
 
Great info to start things off.

So to me, it would seem that bypasses are traditionally underdamped through the ride zone, and then overdamped in the bump zones? I think one thing that distinctly varies between asphalt and high speed offroad is how agressively they approach the end of travel, and how quickly they need to reset heavy axles over huge distances. Do many asphalt racing bodies use position sensitive shocks?
 
Just for grins because I think it still applies here, I really enjoy high quality helicopter footage of trophy trucks too, Bryce Menzies latest video from his San Felipe 250 run has some of the best footage I've seen yet. Some videos get too much digital stabilization on the chassis, but this one actually is stabilized onto the background so you can really see how the chassis reacts to each impact. Also interesting to note how quick the suspension rebounds, and how much time the tire was in the air at those speeds :smokin:

 
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We've dabbled in shock/damping theory a few times recently, but don't have a dedicated thread to really dive into the details (that I'm aware of).
At risk of massively broadening the discussion, I think we need to include spring theory in the discussion. The stuff like linear, progressive, stepped progressive.
I'm going to call mechanical shocks "dumb" shocks for simplicity, and anything implementing computer control is a smart shock.
Great choice of terms.
Bypasses are the primary "dumb" shock that are not only velocity sensitive, but also position sensitive
Please correct me if I am wrong, but bypass shocks are position zone sensitive, not position sensitive.
But the idea is they are run by a computer that is observing variables such as shock position, vehicle speed, accelerometers, steering wheel position, brake/gas pedal positions, as well as reading mode selections (comfort, sport, etc) by the driver.
Vehicle speed is massive here. Dumb shocks and springs are tuned for a specific speed, and likely bump sizes.
Shock Dyno Charts: footage is even better, but correlating force curves to certain valving/features would be incredible.
I might be able to get some computer generated damping chart animations this weekend.
 
Past discussion on various other forums have talked about how to use shocks and springs. When the wheel hits a bump, energy is added to the suspension. The spring's job is to store that energy. The shock's job is to remove the energy as heat.

The goals of properly setting up shocks is two fold. Goal one is keeping the tires on the ground. Ground has traction, air has nothing. The second goal is to make a tolerable ride. What counts as tolerable depends on the application; what is tolerable on a 1 ton truck is not the same as what is tolerable in a minivan.

I don't have a source for it on hand, but I have read or heard that people feel significantly more comfortable in a vehicle that remains level that one that is pitching up and down constantly. Even if the level vehicle is oscillating up and down some.

It has been mentioned in other places that shocks can be used to create an artificial in motion ride height. They can act such that the vehicle sits higher or lower going through the whoops.


The other notable thing that I want to throw out there has been touched on slightly. The damping coefficient to maintain a constant damping ratio changes throughout travel. Road cars cars can ignore this for the most part because of their relatively small travel. We are not so lucky.
 
At risk of massively broadening the discussion, I think we need to include spring theory in the discussion. The stuff like linear, progressive, stepped progressive.

Great choice of terms.

Please correct me if I am wrong, but bypass shocks are position zone sensitive, not position sensitive.

Vehicle speed is massive here. Dumb shocks and springs are tuned for a specific speed, and likely bump sizes.

I might be able to get some computer generated damping chart animations this weekend.


Springs are probably worth being tied to this discussion at least to some degree, but probably deserves its own topic if we start getting into fully unravelling it

Can you clarify what you mean on the bypasses being position zone sensitive versus position sensitive? I definitely agree they are stepped progressions based on tube locations (or reed valve locations for IBP) versus being infinitely variable if that is the distinction you're making

I agree on vehicle speed completely changing the amount of force to be anticipated by random events, I honestly can't wait to start tinkering with various forms of smart shocks myself

That would be incredible if you had the ability to come up with some damping chart animations! :beer:
 
Going back to basics a bit, the physics and math of spring mass dampers. A spring mass damper has 4 possible damping profiles. Undamped, overdamped, under damped, and critically damped. Math will come later, so physics for now. But there is an important math part that must be addressed first. Reaching steady state is not the goal. Getting close to the end position is.

Undamped is as it sounds. The motion oscillates without decreasing it's amplitude. Damping ratio is 0.

Underdamped still overshoots the end point and oscillates but with a decreasing amplitude. Damping ratio is between 0 and 1.

Critically damped is the point at which it no longer oscillates or overshoots. Damping ratio is 1.

Overdamped will not oscillate but takes longer to reach the goal than critically damped. Damping ratio is greater than 1.

The three cases with some amount of damping can be seen in the image. The squiggly line in the legend is damping ratio.

ThePhysicsOfTheDampedHarmonicOscillatorExample_01.png


I have heard from someone in the pavement racing world that a damping ratio of about .9 is preferred over being critically damped. The reason is that you get to the end area faster. A slight bit of overshoot is not a huge deal since the actual distance is small and will likely be lost in the next bump or droop event. Even though the travel amounts being discussed were signal digit centimeters not double digit inches, the theory should still apply. The .9 might be more like .95.

All road suspension is underdamped. Damping ratios normally range from about 0.3 to 0.7 for road use.

Critical damping and over damping really really sucks.

Also "dumb" shocks are not tuned for specific speeds. They are tuned for the dynamics of the vehicle. The same shock tune that works at 130km/h works fine at 30km/h.
 
Springs are probably worth being tied to this discussion at least to some degree, but probably deserves its own topic if we start getting into fully unravelling it

Can you clarify what you mean on the bypasses being position zone sensitive versus position sensitive? I definitely agree they are stepped progressions based on tube locations (or reed valve locations for IBP) versus being infinitely variable if that is the distinction you're making

I agree on vehicle speed completely changing the amount of force to be anticipated by random events, I honestly can't wait to start tinkering with various forms of smart shocks myself

That would be incredible if you had the ability to come up with some damping chart animations! :beer:
That is exactly what I meant by zone sensitive.
 
Damper rates for almost all applications are firmer in rebound than compression and firmer at low speed compression (chassis control) vs high speeds (bump control).

This goes against everything I've seen, succesfully implementefd, worked on and took apart from other tuners.

There's more innovation in MTB shocks than TTs. Rally cars are pretty high in the list of the crazy shit too.
 
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All road suspension is underdamped. Damping ratios normally range from about 0.3 to 0.7 for road use.

Critical damping and over damping really really sucks.

Also "dumb" shocks are not tuned for specific speeds. They are tuned for the dynamics of the vehicle. The same shock tune that works at 130km/h works fine at 30km/h.
Shocks work at all speeds, but suspensions are designed for a certain speed.
 
This goes against everything I've seen, succesfully implementefd, worked on and took apart from other tuners.

There's more innovation in MTB shocks than TTs. Rally cars are pretty high in the list of the crazy shit too.
That is street car valving. Short travel and high spring rates require a whole different approach. Digressive valving is great on the street, not so great off road. Bilstien is the only company to try and bring that over.
 
That is street car valving. Short travel and high spring rates require a whole different approach. Digressive valving is great on the street, not so great off road.
Agreed
But I wanted Dougal to explain us where he got his info from. Personal experience ? Offroad ?

Bilstien is the only company to try and bring that over.

Also agreed, but I'm curious to hear if anyone runs digressive valving in their shocks succesfully on an offroad application.
One of the first things to do with Bilstein as soon as you get them is to ditch their valving for a more "conventional" approach.
I'll also say that some/all Fox OEM shocks are valved digressive (raptor comes to mind).
 
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Agreed
But I wanted Dougal to explain us where he got his info from. Personal experience ? Offroad ?



Also agreed, but I'm curious to hear if anyone runs digressive valving in their shocks succesfully on an offroad application.
One of the first things to do with Bilstein as soon as you get them is to ditch their valving for a more "conventional" approach.
I'll also say that some/all Fox OEM shocks are valved digressive (raptor comes to mind).
Driving around a rental jeep gladiator right now. Really feels like digressive valving. Have not looked at the brand of shock. It will get some dirt miles later to confirm.

All the bilstiens I have worked on with digressive pistons get turned flat in the lathe. Swayaways used to come with stiffer reb than comp. The trick was to flip the valving as soon as you got them.
 
On Raptor gen3, the piston is upside down.
 
Glad you guys with experience are chiming in :beer:

Just for the sake of not glossing over things too hard, here's a quick tidbit from Accutune on what digressive valving actually is, vs progressive or linear valving.

Digressive vs Linear vs Progressive Pistons & Shock Valving - AccuTune Off-Road

"Shocks can be digressive on compression , rebound or both, and each has it’s own pro’s and cons. The terms Digressive, Linear, and Progressive refer to the shape of damping curve produced by a shock (as seen below). Most Fox shocks and most King shocks are linear, while most Icon shocks and entry level Bilstein shocks (5100 & 6100) are digressive. The graph below is data directly off a shock dyno and is used for illustration purposes only. If these were rebound loads, and the shocks were tuned for the same vehicle they would likely intersect around 10 in/sec or less. If they were compression loads they would likely intersect around 100 in/sec." (and much more info in the link)


essive-Linear-Progressive-Damping-Curve-Comparison.jpg
 
Great info to start things off.

So to me, it would seem that bypasses are traditionally underdamped through the ride zone, and then overdamped in the bump zones? I think one thing that distinctly varies between asphalt and high speed offroad is how agressively they approach the end of travel, and how quickly they need to reset heavy axles over huge distances. Do many asphalt racing bodies use position sensitive shocks?

You guys are obviously over my head in this discussion, but still very interesting. My question is why can’t a shock handle “bump duty” as well. It doesn’t seem like it would be that hard to incorporate it, but I know of no shock that does. It would seem like it would make packaging and fabing easier.

In my “simple mind”, I would think they could make shocks also handle some “sway bar” duty. Like a hydraulic tube with a valve between left and right that could be adjusted to resist roll.

Thanks for starting this thread AP, this is one area I'm really light on. Great discussion so far, looking forward to more.

Yes, X2
 
My question is why can’t a shock handle “bump duty” as well. It doesn’t seem like it would be that hard to incorporate it, but I know of no shock that does.
Plenty do.
Tons of different ways to do so.

The big problem is that at some point the shock and shock mount physically can't take the abuse. So you switch to external bumps.

In my “simple mind”, I would think they could make shocks also handle some “sway bar” duty. Like a hydraulic tube with a valve between left and right that could be adjusted to resist roll.
Also exists.

The ORI DP3s come to mind because they followed your idea with an interconnection between L/R shocks, but there are plenty of other successful solutions that have been implemented through the years.
 
Also exists.

The ORI DP3s come to mind because they followed your idea with an interconnection between L/R shocks, but there are plenty of other successful solutions that have been implemented through the years.
There are better ways to do that.

One way was by a company called kinetic that did interlinked shocks 20 years ago. They were banned from WRC after 1 season. They were bought by tennco and the tech pretty much disappeared.
 
Springs are probably worth being tied to this discussion at least to some degree, but probably deserves its own topic if we start getting into fully unravelling it.

At the very least, spring rates and types of rates need to be discussed because they directly affect shock damping requirements.

Other significant factors to be considered are vehicle sprung versus unsprung weight, other suspension components such as sway bars or air bumps, vehicle speed, type of terrain (choppy square edge bumps, wallowy dunes or trails, jumps, etc), driving style, etc...

One particular topic lightly discussed in the past is the preference for higher spring rate with little preload and less damping, versus lower spring rate with more preload to achieve the same ride height and more damping to control the travel. This can of worms would go well here.

Another aspect to ride comfort that isn't discussed as often: tires. Traction is discussed, but only from the aspect of "does it hook up or not?". Tire stiffness and pressure directly affect suspension. Put a 10ply tire on a 3000lb truck and you'll immediately know why.

I fully admit that for go-fast trucks, I'm not versed on suspension tuning and setup. My suspension nerding has been on MTBs, dirt bikes, street cars, and leaf spring wheelers. Each platform has unique enough characteristics that we definitely can't apply blanket statements to all vehicles.
 
There are better ways to do that.

One way was by a company called kinetic that did interlinked shocks 20 years ago. They were banned from WRC after 1 season. They were bought by tennco and the tech pretty much disappeared.

CrossLink and KDSS come to mind. Both coming from the same brain IIRC.

I know someone in R&D at Tenneco. I get to see some cool shit.
 
Somehow I read the title as shock therapy and was planning on reading how they were zapping people to ungay them years ago.
 
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