Lower Cam Drive Bearing – Inner to Outer Race Misalignment Cause Discovered ! | FerrariChat

Lower Cam Drive Bearing – Inner to Outer Race Misalignment Cause Discovered !

Discussion in '308/328' started by dave80gtsi, Apr 27, 2021.

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  1. dave80gtsi

    dave80gtsi Formula 3
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    #1 dave80gtsi, Apr 27, 2021
    Last edited: Apr 27, 2021
    I could use an opinion or two on this one.

    I am deep in the process of replacing my pair of lower cam drive bearings, which started to make some unpleasant grumbling noises, after only about 1000 miles or so of use since they were last changed. And doing some investigative triage, I think that I might have found something which could explain the (to me) early failure of the previous bearings.

    Reference this well-known factory cross-section drawing of the lower cam drive bearing area:

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    You can see that the inner and outer races of this bearing (no. 2 in the picture) are designed to sit flush to a pair of stops. The inner race of the bearing is to rest against the shoulder step in the drive shaft, while the outer race of the bearing is to rest against a removable snap retaining ring (no. 6 in the picture, highlighted in yellow) with a beveled spring washer (no. 8 in the drawing, also highlighted in yellow) to be placed between the bearing and the (no. 6) retaining ring. This is all perfectly clear, and is exactly as I installed the last set of bearings.

    But here’s the concern. See my sketch, below:


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    I have measured the distance from the edge of the shaft to the face of the step in the shaft (recall that the inner race butts up against this shaft). This distance measures 47.8 mm as is shown in the sketch. I then measured the distance from the edge of the shaft to the face of the snap retaining ring (which locates the outer bearing race) and found this dimension also to be 47.8 mm as shown. So, based upon the shaft step and the snap ring face, these are at precisely the same depth, which thus would ensure that the inner and outer bearing races could not be misaligned when the two races bear directly up against these surfaces. So far, so good ...

    HOWEVER … the above does not include the presence of the beveled spring washer which fits between the outer bearing face and the removable snap ring face. The unloaded thickness of this spring washer is roughly 1.4 mm.

    And recall that, according to the shop manual (first picture), one is to finally install the cog belt sprocket to the shaft, and then tighten that weirdly designed outside retaining nut to a torque of 13 kg-m, or about 95 ft-lbs. Which means that you -really- tighten the cam belt pulley to the shaft, the backside of which then shoves the inner race of the bearing as tight as can be against the shoulder step in the shaft.

    But the presence of that spring bevel washer means that the OUTER race of the bearing has the potential to be 1.4 mm further away from the engine than the INNER race of the bearing (Comment: the huge force on this spring bevel washer will serve to flatten the bevel washer somewhat, so the actual mis-alignment might be more in the range of 1.0 mm or thereabouts in lieu of the uncompressed 1.4 mm thickness). But no matter the final thickness of the loaded spring bevel washer, this will serve to force the outer race of the bearing to be mis-aligned with the inner race … which easily explains the short life of the earlier bearings!


    ---------

    Based upon the above, it is my theory that the presence of these spring bevel washers serve the only practical purpose of (intentionally ???) causing inner race / outer race bearing mis-alignment, and that the potential for long and trouble-free bearing life will be much better if these bevel spring washers are deleted altogether, so that the inner and outer bearing races are true and plumb to each other.

    Has anyone ever encountered this before?

    --------

    All thoughts, comments, and questions are very much appreciated!
     
  2. Steve Magnusson

    Steve Magnusson Two Time F1 World Champ
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    #2 Steve Magnusson, Apr 27, 2021
    Last edited: Apr 27, 2021
    Your measurement may not be so valid -- note that when everything is in place (as in the figure), there is a gap between the gear and the inner race of the inner bearing. If your 47.8mm measurement to the snap ring is made with the gear touching the inner race of the inner bearing, this isn't where the shaft (nor the inner race of the outer bearing) is located when things are assembled.

    The purpose of the beveled spring washer is to just give a reasonably tight (and not rattling) fit of the outer race of the outer bearing between the two snap rings (the machining of the snap ring grooves and the thicknesses of the snap rings can't be controlled super well so the beveled spring washer is deflected slightly to take up all the play and keep those items in contact). The inner and outer races of the outer bearing are always well-aligned -- the gear moves away from the inner race of the inner bearing (which results in that gap shown in the figure).
     
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  3. smg2

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    There's no clamp force applied to the beville washer via the ring nut.

    The washer is there for when the cover expands due to thermal heating. Keeps the floating down to a min.

    The bearing is press fit to the shaft, and then clamped in place with the ring nut.

    Assy is normally, snap ring, washer, bearing then snap ring. Press in o ring seal. Then press in timing gear. The bearing install into the cover is made easier if the cover is warmed up first with a heat gun. But not really needed, a decent bearing install tool works fine as well.
     
  4. smg2

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    There's also axial thrust via the gear, of memory serves that thrust is into the direction of the washer.
     
  5. smg2

    smg2 F1 World Champ
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    I'll add one more thing... If there's a miss alignment it's usually due to the cover missing the alignment dowels.
     
  6. dave80gtsi

    dave80gtsi Formula 3
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    Steve and Scott - Many kind thanks for the both of you chiming in here! As I hold your collective experience in high regard, I had hoped that one or the other of you might catch the thread, and to have both of your comments is a genuine treat (As an aside to Scott - I have been using one of your 'blue-belt-special' round tooth pulley conversion kits for quite some time now, and it's a splendid product - I could not be more pleased, and I am changing the mint-looking 10 year old Gates belts simply as a while-I-am-in-there).

    Gratuitous "before" work-in-progress picture below (and further notice the Nick's water pump!):

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    A couple of additional comments:

    a) I am doing this bearing swap in situ, and I've never had the front timing cover off of the engine. Nor do I have any indication that the cover has -ever- been removed from the front of the engine.

    b) Grabbing the end of the discussed threaded shaft, and pulling / wiggling hard, there is no 'give' whatsoever to be felt. This appears to indicate that the internal bearing behind the cover is in good condition, and I really can't visualize this shaft having the ability to move back-and-forth axially very much during operation (thermal expansion, sure, but that movement ought to be pretty minimal - certainly not on the order of 1.4 mm).

    c) It is not clear to me how there could be no force placed upon the Belleville spring washer under the tightening of the external funky cog belt pulley nut, particularly since the torque to do so is to be quite high. Tightening said nut compresses the inner race hard up against the shaft's shoulder stop. But since the outer race (in my drawing and current way of thinking) is spaced out by the earlier noted 1.4 mm bevel washer, I visualize a pretty high amount of force transferred out to the outer race via the bearing's numerous internal balls, thus with the potential of placing the inner and outer races in non-similar planes.

    d) If my interpretation above is flawed ( ... and I'm always willing to learn!), then how else to explain the failure of these bearings after less than 1000 miles of use? (they were the correct SKF model number as purchased thru Superformance)

    e) Is there any visualized harm done if the Belleville spring washer is placed on the -front- side of the outer bearing race, rather than the rear as is shown in the factory drawing? Since the main purpose of this beveled washer is understandably to take up manufacturing slack, I see no real difference in accomplishing this goal if the washer were to be on -either- side of the outer race. And moving it to be in front of the outer race thus ensures that my 47.8 mm dimension as shown in my sketch will be maintained, irrespective of how tightly one torques the external cam belt pulley nut.

    Again, thanks and Cheers - DM
     
  7. smg2

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    Very clean engine bay, nice!
    Early pulley supporter...:D

    Ok, so a bearing has two races, inner and outer. They must be able to move freely and independent of each other. The timing gear shaft and pulley are mounted to each other, the bearing inner race is pinned in that connection. The outer race is free to move, it's held in place in the cover with snap rings. Due to tolerances, thrust forces on the gear, etc the engineers decided to utilize a belville washer to act as a tension spring on the outer race. That's why the tq of the ring nut has no impact on the washer.

    Btw, I haven't seen mechanical drafting threads in 30yrs... Takes me back to borco tables, eraser bags and inking lines... Engineering Prof used to harang me on my lettering 4's with the gate open so the cows can wander off... Still do it, closed 4's are ugly.
     
  8. dave80gtsi

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    #8 dave80gtsi, Apr 27, 2021
    Last edited: Apr 27, 2021
    Ha! Once an overthinking engineer, always an overthinking engineer, eh?

    Here's a rephrase of my concern:

    Imagine that you are installing a new bearing, working from the outside of the cover, taking care to use a proper bearing setting tool such that you apply equal and even seating pressure on both the inner and outer races. The spring Bellville washer is in place, 'behind' the bearing that you are driving, exactly per the factory drawing. As you lightly tap the new bearing into position, the first point of contact will be when the outer race edge contacts the spring washer, at a depth of about 46.4 mm. At this point, you stop since you can't easily compress the spring washer further.

    There is now a 1.4 mm gap between the edge of the inner race and the stop on the shaft. This corresponds to the unloaded thickness of the spring washer. And so you lock the bearing into place via the outer snap ring.

    Now you place the cam belt pulley into place, and tighten the funky external nut to the rated (high) torque value. As the funky nut tightens, it will tend to close up this 1.4 mm gap noted above by drawing the cam belt pulley tight to the inner bearing face, and then this 1.4 mm space begins to close as you continue to really tighten the funky nut.

    Which means that the inner and outer races end up being in offset planes, which differ one to the other by the final thickness of the spring washer.

    ...... I'm still trying to see any errors in the above thought process!
     
  9. smg2

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    I think I get where you're coming from...
    The space between the spring clips is not enough for the spring washer to be unloaded. Cold it's actually compressed, so on install there's no more axial play.

    Ok, onto the lower drive pulley install. The drive gear is free to 'float', the float is going to be from the outer race and spring washer and whatever play there is in the bearing race. As it thermally cycles.

    Install from front or insitu...
    The bearing installed will be in it's fixed cold location. More then likely the drive gear will have been pushed back a touch. As the lower pulley is installed the ring nut will pull the drive gear forward to it's stop against the shoulder. This will not effect the races.

    Lower pulley.... Travels till it stops against inner race.... Continued tightening of nut will now pull the gear shaft forward, the maximum force applied thru to the races would be the press fit force needed, once it stops at the shoulder no more force is transmitted to the races, it becomes the elastic strain of the shaft. The pressfit between the shaft and inner race is greater then the outer race and housing. Once the engine is started it'll float right into place with the least force.

    Hope that helps...
     
  10. Steve Magnusson

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    If you had placed the spring bevel washer on the wrong side of the outer bearing outer race that could explain the early failure, and would drive the gear shaft deeper into the inner bearing inner race. One thing you could try is reassembling, ensuring that everything is in the correct location -- then when you tighten the ring nut, this should draw the gear shaft out of the inner bearing inner race (or might draw the inner bearing outer race out of its bore). Bottom line is that you are trying to "fix" a problem that doesn't exist on every other 308/328 in the world -- so good luck with that ;)...
     
  11. kcabpilot

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    To turn that around how can you explain the non-failure of thousands of other bearings installed in exactly the same manner? Were the original bearings that you replaced failed? There is unfortunately a serious problem these days with counterfeit parts including SKF. Not saying that's the case here but definitely a possibility.
     
  12. dave80gtsi

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    I do sincerely thank you folks for your thoughts and comments, and I do already clearly understand the concept of "how-this-all-should-work".

    But I think that you all might be missing the main point: My car does not match the factory drawing.

    Taking a look at the factory drawing (first picture in my first post), you can see that the bearing inner race abuts the shoulder on the shaft. In my second sketch drawing I have measured (repeatedly, to check) this shoulder to be at a depth of 47.8 mm.

    Now, back to the factory drawing. The bearing outer race abuts against the beveled spring washer, which in turn mates tight to the snap ring retainer. So the depth of the snap ring retainer -alone- should be at 47.8 mm *PLUS* the thickness of the bevel washer, which is about 1.4 mm. That means that there ought to be about a 49.2 mm measured depth to the face of the snap ring.

    But in my second sketch drawing, I have measured this snap ring depth (again, repeatedly) to be at -exactly- the same 47.8 mm depth as the inner bearing's shaft shoulder. In other words, rather than my snap ring depth measuring to be the 47.8 mm which I show, it should instead be around 49.2 mm according to the factory drawing. But it obviously is not.

    Think this concept through - the factory drawing (which I dutifully followed, to the letter, back 1000 miles ago, without checking) -clearly- shows the inner and outer races to end up being in the same plane, as they should. And so, once the bevel spring washer is included per the factory drawing, then one would reasonably anticipate no bearing alignment problems whatsoever. But in my case, and perhaps others, following the factory drawing and placing the snap ring in the location as shown by the factory -creates- a 1.4 mm misalignment!

    I find it to be a staggering coincidence that my pair of measurements (in my second sketch drawing) agree one to the other, right down to 0.10 mm. That "coincidence" seems to imply that the bevel spring washer should NOT be located in the position as shown in the factory drawing, but instead would be far better served to be on the outside of said bearing.

    Clear now?

    Thanks again and Cheers - DM
     
  13. dave80gtsi

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    I do wish that this was that simple. But how many people have actually taken the time to MEASURE and to CONFIRM the dimensions which I have reported, in order to check for correct planar bearing race alignment before installation?

    Darn few, I would guess.

    (Cue my earlier comment about my being an "overthinking engineer", who tends not to accept things at face value)

    Steve, I do sincerely appreciate and thank you for your well-experienced thoughts and comments - DM
     
  14. Steve Magnusson

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    #14 Steve Magnusson, Apr 28, 2021
    Last edited: Apr 28, 2021
    (When all is correctly assembled) The location of the gear shaft is determined by the location of the outer bearing. In the "measurement" that you are making, the gear shaft's location is just random. If it is "stuck" in the inner bearing inner race (with the shoulder on the gear shaft touching the inner race of the inner bearing), and does not move outward when the ring nut is tightened = that would be a problem.

    One other "sanity check" would be to note the location of the ring nut relative to the end of the shaft when all is assembled, and compare it to the drawing. In your photo, it looks like the top edge of the ring nut (wrongly) sticks out 1~2 mm beyond the end of the shaft -- is this so? The top of the ring nut should be slightly below the end of the shaft. You can also compare the ring nut -to- shaft end relationship on the two banks = they should be about the same. Not talking about small differences, but, if different by 1~2mm = clear sign something isn't right.
     
  15. Brian Harper

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    I think this is the key, right here. It doesn't really matter if the outer bearing is 1mm one way or the other. The shaft is clamped to the inner race of the outer bearing. If that bearing is out a bit then the shaft doesn't sit as far in the inner bearing, but any harm in that? It would be better than having those bearing be too close together, that would be a problem.
     
  16. dave80gtsi

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    Is it true, then, that the gear shaft has more than, say, 1.5 mm axial "wiggle room" so that it finds the sweet spot for the outer bearing all on its own? Grabbing ahold of the end of this shaft and trying to move it, it is rock solid, with no play or movement whatsoever in or out, or left to right. Which is what I would have expected. I have never had the opportunity to examine a front cover off of the car so that I could see the internal gears, but your comment makes me wonder if indeed this shaft has, by design intention, a pretty good amount of axial travel potential? If so, and assuming that this "pretty good amount" of travel is enough so to allow for variations in the thickness of the bevel spring washer as it compresses (or not) with heat and time, then there's no harm and no foul.

    You'd asked about the amount of shaft threads sticking out beyond the end of the funky nut - see picture below taken 5 minutes ago of the front bank which I have yet to touch, and which had the bearings and washers and such installed the last time -exactly- as the factory drawing shows. There's a couple of threads protruding out beyond the locking portion of the funky nut, which makes me think that it is tightened as it should be. The nuts on both banks looked the same after my work here done years ago.

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  17. Steve Magnusson

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    #17 Steve Magnusson, Apr 28, 2021
    Last edited: Apr 28, 2021
    Have you tried moving the crankshaft a little bit CW and/or CCW? -- if it is presently as shown as in your photo of post #16, the far end of the gear shaft is just in the inner race of a single row ball bearing (that has internal clearance) so the near end of the gear shaft with the threads should have a little movement (unless the gear on the crankshaft is jamming things up).
     
  18. smg2

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    without the crank pulley damper in place the crank timing gear will slip outwards and the gear thrust will not pull the driving gears in toward the block.
     
  19. Steve Magnusson

    Steve Magnusson Two Time F1 World Champ
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    True, but the crank timing gear may be a bit stuck on its key and the crankshaft snout. If it isn't, he should just be even better able to wiggle the threaded end of the cam gear shaft around a bit (which is not his report).
     
  20. smg2

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    here's a section cut of the lower assy parsed down with notes. picture worth a thousand words and all..
    when assembled the movement of the gear and pulley is only going to be whats allowed by the spacing between the two snap rings less the compressed thickness of the spring washer. when installed the spring washer is not fully compressed. I'd have to measure the space between the rings again but there's at least 0.5mm movement allowed.
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  21. smg2

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    as it sits now, yes it should wiggle a fair bit.
    crank gear interfaces with 3 gears, 2 timing and the oil pump. oil pump is free to spin at all times. timing gears not so much when the belts are on.
    what's real fun is indexing the gears when assy the engine, since the cover slides on with the gears already in place and the lower crank drive gear can slide about axially it requires getting everything pinned in place and then sliding on, the pulley drive gears will rotate into their timing index if you get it all right... even after doing this 30+ times it still takes me a couple tries to get it lined up correctly. once or twice the gods are smiling and it'll fall into place without issue.
     
  22. dave80gtsi

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    Thanks again to all for your continued thoughts!

    I am not inclined to try to rock the crank CW / CCW at the moment as I currently have the rear bank cam belt off (pending the outcome of this discussion) and thus all necessary timing marks are set just so. But I can assure you that the lower cam drive shaft is indeed not moving in any direction whatsoever.

    Much is made of the fact that the outer bearing race is free to move axially within the recess in the timing cover, being held in place via a friction fit and the force exerted by the spring bevel washer. But this friction fit is really tight - the bearing puller that I used to remove the old bearing requires a considerable amount of force to be able to extract the old bearing. It certainly is far from a loose fit. So I do have to wonder about just how much outer race axial movement potential exists if this outer race is trying to find the sweet spot by fighting the spring bevel forces. Of course, being what appears to be an aluminum timing cover, the thermal expansion will be greater than that of the steel outer race. But I still don't see how only this thermal potential expansion difference between the aluminum cover and the steel outer race could be enough to free the outer race such that it can move axially in any noteworthy amount in an attempt to self-reduce any race misalignment.

    At the moment my inner and outer race locating stops are spot-on, again as shown in my sketch way back in Post #1. I cannot help but wonder what difference it makes if the spring bevel washer is installed on the outside opposite side of the outer bearing? The spring washer should allow for minor manufacturing tolerances and axial movement of the outer race irrespective of the side it is located, so playing Devil's Advocate here, what difference should placing the spring washer at the front or the back make?

    Or, for that matter, why not consider the idea of just deleting the spring washer altogether, thus permitting for an unencumbered 1.4 mm travel potential for the outer race, and without the need to fight the bevel washer forces?

    DM
     
  23. smg2

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    The fit between the bearing inner race and the shaft is a press fit, don't know the bore/shaft tolerance but it's tight. The fit to the outer and housing is far looser.
    I'm taking these apart with the cover removed. So I press out the drive gear, then remove the snap rings, I can heat up the housing and drop the bearing out or just as quickly pop the bearing out with a slide hammer, not much force at all to remove.
    Given the helical gear there is thrust forces from mesh. The spring washer is to work against those forces and keep the lower drive assy forward. Because the gears are helical, the drive assy will rotate as it moves axial. This has the effect of advancing/retarding the timing, in practice it's fractions of a degree, seconds really. So I don't think that's a real concern.
    I really think it's for thermal expansion.

    Install the spring washer as I show it in the dwg. If it flips the snap ring will not engage the washer correctly and it can interfere with the bearing seal, will it cause damage? Not sure, maybe... It's one reason I'm not fond of insitu bearing replacement. I like having eyes on both sides of the cover... Yeah, PITA as it's an engine pull job. And yes many have done it over the yrs without incident. There's also the lip seal, yes it can be driven in from the front, just make sure it doesn't get pushed too far. When installed from the inner side it stops against the snap ring.
     
  24. smg2

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  25. dave80gtsi

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    Scott - Thank you yet again for taking the time to post the drawing and pictures. Very helpful!

    Referencing the drawing, IF the pair of locations noted as "slip fit" are, indeed, free to move readily, then there should be no worries. My concern now shifts to wondering IF these locations as noted actually are free to move as design intended on my own engine.

    For the moment, leave this one down to me as I try a couple of ideas which have come from this most beneficial discussion. I will report back here accordingly should I have any noteworthy discoveries to share.

    Thanks to all and Cheers - DM
     

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