There are very
few adjustments on a model racecar that create as much
confusion as caster. Depending on where you get your
information (whether it be a magazine article, or instructions
for a setup board), it seems that there are very different
opinions on the effects of caster adjustment.
I do not profess to being an expert on car geometry.
However, after racing for 9 years one tends to pick
up a fair bit of know-how, especially in the area of
car handling. For the purpose of this article, I have
borrowed explanations from a variety of sources, and
I will try to paint a clear picture of how caster works.
What is caster?
Caster is the
angle at which the front steering pivots. The primary
purpose of having caster is to have a self-centering
steering system. The caster angle affects on- and off-power
steering, since it tilts the chassis more or less depending
on how much caster angle there is.
For the purpose of model racecars, it is generally recommended
that you use a steeper caster angle (more vertical)
on slippery, inconsistent and rough surfaces, and use
a shallower caster angle (more laid-back) on smooth,
high-grip surfaces.
Camber vs.
caster
Camber is all
about contact patch – keeping as much tire on the ground
as possible. Camber and caster are related in that caster
can afford an amount of EFFECTIVE CAMBER change when
the front wheels are turned in a corner.
Caster has the effect of progressively leaning the front
tires into the direction of the corner. The more the
caster angle is laid-back, the greater the effective
camber change when the wheels are turned. This happens
because the tops of the wheels BOTH TILT towards the
inside of the corner; the wheels “dig in” more, counteracting
the centrifugal forces pushing the car to the outside.
Compare that to the static camber of the wheels, which
is adjusted with the car sitting on a level surface
and the wheels pointed straight ahead. Static camber
adjustments primarily affect the outside wheels, since
these are the wheels that bear the majority of the load
during cornering.
Hence, the amount of front camber required to maintain
maximum tire contact largely depends on the amount of
caster. A steeper caster angle requires more camber,
while a shallower caster angle requires less camber.
It all depends
on your point-of-view...
“More caster
increases off-power steering” or, “less caster increases
off-power steering.” Why is there such a difference
of opinion? Is one right and the other wrong? No, they
are both right… it just depends on your point-of-view.
The first statement refers to the steepness of the caster
angle; therefore MORE caster means a more vertical angle.
The second statement refers to the difference between
the caster angle and true vertical (see the figure above);
therefore LESS caster also means a more vertical angle.
The same thing said in completely different ways, but
both correct. So the next time your racing buddies are
talking about caster, ask them what they mean by “more”
or “less”. Maybe referring to caster as “steeper” or
“shallower” would make more sense.
Steeper caster
(more vertical)
Increased OFF-power
steering INTO a corner.
Why? Imagine that the caster angle is vertical. Now
imagine that you turn the steering; the wheels turn
to the side. The steeper the caster angle, the more
that the wheels deflect to the side, giving you more
turn-in into a corner.
Increased suspension efficiency.
Why? The inboard suspension pins are, for the sake of
discussion, parallel the chassis (horizontal) which
means that the suspension arms move up and down vertically.
Now, imagine that the caster angle is vertical, meaning
that the top and bottom of the steering “kingpin” is
directly aligned with the motion of the suspension arms.
And finally, acknowledge that shock absorbers are pretty
much horizontally aligned (the top is no further ahead
of or behind the bottom), running perpendicular to the
long axis of the car. Since bumps in the racing surface
cause vertical deflections of the wheel, the more vertically
oriented the steeringblock is, the better the front
suspension can soak-up bumps without binding.
Decreased ON-power steering OUT of a corner.
Why? When you increase the power coming out of a corner,
the weight bias shifts from the front wheels to the
rear wheels. The more vertical the caster angle, the
less the effective camber change of the wheels, so that
ONLY the static camber of the outside wheel is affecting
how much the wheels “dig in”. Since the wheels cannot
“dig in” effectively, the reduced weight on the front
wheels will cause the front to lose traction more easily,
causing the car to understeer.
Decreased wheel-centering.
Why? Imagine that the caster angle is vertical. Now
imagine that you take hold of the forward edge of a
front tire and move it from side-to-side. The wheel
deflects an amount proportional to how much you move
it with your hand. Vertical caster is highly unstable
because there is little in the way of forces to want
to keep the wheels pointing straight ahead.
Shallower
caster (more laid-back)
Decreased OFF-power
steering INTO a corner.
Why? Imagine that the caster angle is so laid-back that
it is horizontal (though this would be impossible).
Now imagine that you turn the steering; the wheels would
not turn to the side anymore, but rather the tops of
the wheels would now tilt to the side. The shallower
the caster angle, the less the wheels deflect to the
side, giving you less turn-in into a corner.
Increased ON-power steering OUT of a corner.
Why? The more laid-back the caster angle, the more effective
camber you get when you turn the front wheels. When
you increase the power coming out of a corner, the weight
bias shifts from the front of the car to the rear. Normally
this would cause front to lose traction and understeer.
However, since there is more effective camber at more
laid-back caster angles, the “tilted” front wheels are
more able to “dig” into the corner, allowing the car
to resist centrifugal force and giving it a greater
amount of control when exiting a corner.
Increased wheel-centering, but decreased straight-line
stability.
Why? Imagine that the front wheels of a shopping cart
(which have extremely shallow caster). Push the cart
forward, and the front wheels will always try to center
themselves. The shallower the caster angle, the more
the steering is always fighting to get back to center.
However (you knew this was coming, right?), the shallower
you make the caster angle, the greater the amount of
force trying to center the wheels. Eventually the forces
become so great that the wheels will start to shimmy,
decreasing straight-line stability.
Not the whole
story
I hope that this
article helps you to understand caster a little bit
better. However, these explanations do not tell the
whole story about how a car handles. Caster alone will
not determine how your car handles on- and off- power,
but it is definitely a contributing factor.
Car handling is a complex interaction of numerous factors;
caster, camber, anti-roll bars, shock absorbers, and
spring rates to name only a few. So keep in mind that
there is not one “master” adjustment to make your car
perform like a Formula 1 car; it is all a matter of
compromise.
So keep the adjustments small, and one-at-a-time. That
magic combination is out there for you.