Chapter 2 Motores
Chapter 2 Motores
Key Terms
bar electronic digital caliper outside diameter (od) torque multiplier
boom hoist (EDC) outside micrometer torque-to-yield
calipers Industrial Fastener Institute scissor jack total indicated runout
chain hoist (IFI) spreader bar (TIR)
dial bore gauge inside diameter (id) stiction units of atmosphere
inside micrometer (atms)
dial indicator telescoping gauge
dividers micrometer tensile strength
25
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26 Section 1 Diesel Engine Fundamentals
B.
C.
D.
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CHAPTER 2 Hand and Shop Tools, Precision Tools, and Units of Measurement 27
Box-End Wrenches a nut and is probably mostly used for final torquing of a
difficult-to-access nut. A line socket is the socket coun-
A box-end wrench surrounds the fastener and may be terpart to the line wrench. It grips four of the six flats of
of hexagonal or double-hexagonal design (Figure 2–2C). a nut; its main use is to deliver final torque to a pipe nut.
As most bolts and nuts are of a hexagonal design, the
hex box-end wrench will grip more securely; however,
it will be less versatile where access is restricted, as it Ratchets and Breaker/Flex Bars
can only fit on the fastener in 6 radial positions through Reversible ratchets used in conjunction with sockets
a rotation rather than the 12 radial positions of the are tools much used by any technician. They are used
double-hex, box-end wrench. to rapidly turn fasteners by hand and should be of good
quality because the consequence of failure is personal
Line Wrenches injury. However, they are not designed to accommodate
high torque loads. The ratchet spur wheel is locked
The appropriate wrench to work on the pipe nuts used to one direction of rotation by a single or double cog.
in hydraulic and fuel injection components is a line The spur and cog cannot be observed because they are
wrench, shown in Figure 2–2D. It has the appearance of enclosed in the ratchet head, but this determines the
a box-end wrench with a small section removed so that ultimate strength of the tool.
it fits through the pipe to enclose the pipe nut. The line A breaker bar (also known as a flex bar, power bar,
wrench should be used in place of the open-end wrench and Johnson bar) has a grip bar and pivoting drive square
to avoid damaging pipe nuts. A line wrench can also be to engage with a socket in the same way a ratchet does;
known as a flare nut wrench or crowsfoot wrench. they are available in 1 4 0, 3 8 0, 12 0, 3 4 0, and 10 sizes. A
breaker/flex bar can be used to release fasteners that
Adjustable Wrenches require considerably more force than could be safely
applied to a ratchet; however, the use of “helpers” such
The adjustable wrench consists of a rigid jaw integral
as a pipe over the handle should be avoided.
with the handle and an adjustable jaw moved by a worm
adjuster screw. The truck technician should probably
own a couple of these and then resolve to use them Torque Wrenches
as little as possible. Their advantage is versatility and
Torque wrenches measure resistance to turning effort
their ability to (sometimes) grip a worn fastener. Their
(Figure 2–3). The objective of torquing fasteners is to
disadvantage is that they cause wear because the adjust-
ensure that a specified clamping force between two
able jaw never fits tightly to the flats on a hex fastener
components is achieved. However, an estimated 90%
and it tends to round them out. Never apply excessive
of the force applied to a torque wrench is required to
force to an adjustable wrench.
overcome the friction of the fastener thread surface
area, with about 10% contributing to clamping force
Socket Wrenches (Figure 2–4).
Most technicians possess at least one torque
Diesel technicians will require complete socket sets in
wrench—and probably do not use it as much as
4 0, 8 0, and 2 0 drive sizes and may consider a 4 0 drive.
1 3 1 3
they should. In assembling engine and fuel system
What constitutes a complete set of sockets varies a little
by manufacturer, but typically 1 4 0 drive sets are provided
with sockets up to 12 0 (12 mm), 3 8 0 drives up to 3 4 0 Figure 2–3 A. Flex beam torque wrench B. Dial
(19 mm), and 12 0 drives up to 1 1 4 0 (30 mm). Sockets gauge torque wrench C. Sensory (click-type) torque
may be of the hex or double-hex design and enclose the wrench.
fastener. The socket may be hand-rotated by a ratchet or
flex bar and power-rotated by a pneumatically powered
wrench or impact wrench.
Impact sockets are manufactured of softer alloys A.
than those designed to be driven manually, to prevent
fracture. Technicians should purchase good-quality
sockets because the consequence of a failed socket is
personal injury. Deep sockets permit access to a nut in
B.
which a greater length of the bolt or stud is exposed. A
crowsfoot socket is essentially an open-end wrench that
can be turned by a ratchet; it grips two of the six flats of C.
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28 Section 1 Diesel Engine Fundamentals
Figure 2–4 Torque to overcome friction. calibration should be routinely checked. Dial-type
torque wrenches have circular dial scales with a nee-
dle that indicates the applied torque value. These
tend to be more useful when torquing sequences of
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CHAPTER 2 Hand and Shop Tools, Precision Tools, and Units of Measurement 29
T 3 L1 50 3 18
TS 5 1 2
5 Torque Multiplier
(L 1 L ) (18 1 12)
A torque multiplier is a wrench used to provide mechani-
900
TS 5 cal advantage in order to turn bolts and nuts. It is pre-
30 ferred to using extended handles such as pipes when
T 5 30 lb-ft high torque loads are applied to fasteners. A torque mul-
Torque wrenches may be calibrated in the standard tiplier uses planetary gearing to achieve the mechani-
or metric systems: pound-feet or Newton-meters. cal advantage. Input torque is applied to the sun gear.
Planetary gears surround the sun gear so that they rotate
1 lb-ft. 5 1.356 Newton-meters the planet carrier which connects to the reaction arm.
1 Newton-meter 5 0.7375 lb-ft. As the planet gears walk around the sun gear, the carrier
and the output shaft rotate together: The reaction arm
prevents rotation of the outer casing provided it is held
Torque-to-Yield Bolts stationary. This results in a decrease in rotational speed
Torque-to-yield bolts are designed to stretch to their and an increase in torque.
yield point as they are tightened. They are often used A typical shop torque multiplier has a multiplier
where more precise clamping load forces are required, ratio of 4:1. The decrease in speed is inversely propor-
so they are typically seen on cylinder heads, connecting tional to the increase in torque. This must be factored
rods, and crankshaft main bearings. As a torque-to-yield when using a torque wrench as the torque multiplier
bolt is tightened, it is stretched to its elastic limit, so input to ensure precision. Figure 2–6 shows a typical
it is designed for one-off use. When service literature torque multiplier.
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30 Section 1 Diesel Engine Fundamentals
Figure 2–6 Torque multiplier. Figure 2–7 Types of hammers: A. Brass soft face;
B. Ball peen; C. Cross peen or blacksmith.
A.
B.
C.
Hammers
Figure 2–8 Soft-face mallets.
Mechanical technicians mostly use ball peen hammers
in various different weights. The specified weight of a
hammer is the head weight, which starts at 12 lb and
should go up to about 4 lb in weight. While there is no
place for the carpenter’s claw hammer in the techni-
cian’s toolbox, a 4-lb (2-kg) cross peen hammer can be
a useful addition, and the engine specialist should also
own a 5-lb (2.5-kg) rubber mallet and a couple of soft-
faced or fiberglass hammers.
Safety glasses should be worn whenever using any
striking tool. The impact faces of hammers should
be inspected regularly and discarded when the face
becomes damaged. Properly heat-treated hammers
should possess highest hardness at the contact face and
be relatively soft behind it to buffer the shock loads.
Hammer handles are also important—a hammer should
Figure 2–9 Lineman pliers.
not be used if its handle is damaged. The handle may
be made of hickory or fiberglass, in which case it is sus-
ceptible to damage; or of steel and integral with the head
with a rubber-cushioned grip. Examples of hammers and
mallets are shown in Figures 2-7 and 2-8.
CAUTION
Never strike a hammer with another hammer. The hard-
ened impact surfaces can shatter and cause serious injury.
are needle nose, slip joint, lineman, and sidecutter.
Figure 2–9 shows a typical pair of lineman pliers.
Pliers
Most technicians will require a large selection of pli-
Screw Extractors
ers, which are used for gripping and cutting. Pliers used Fasteners occasionally fail when the fastener head
for working on electrical circuits should have insulated shears. When methods such as welding a nut onto a fas-
handles. Each type of pliers is named; some examples tener that has had its hex head sheared off have failed,
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CHAPTER 2 Hand and Shop Tools, Precision Tools, and Units of Measurement 31
Figure 2–10 A screw extractor set. to repair damaged threads. In fact, most toolbox-quality
taps and dies should not be used to cut virgin threads
in hardened steels, especially if the fastener is critical.
Thread Chasers
A thread chaser is a die designed for the sole purpose of
repairing minor damage to an existing thread. It cuts in
much the same way a die does, but it is not designed to
cut new threads.
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32 Section 1 Diesel Engine Fundamentals
drill must be angled identically from the center point of They are sometimes provided by employers, but techni-
the drill and have the same radial dimension; a slight cians who frequently use a specific tool may wish to
difference will result in a larger hole than the drill shank purchase their own.
specification. Drills sharpened by hand seldom produce
exactly sized holes. Drill speeds should be adjusted for
the material being cut and the size of the hole. Electronic Digital Calipers
Electronic digital calipers (EDCs) are a great addition
Hacksaws to the toolbox. EDCs are an invaluable tool for the die-
sel technician who works extensively in the engine and
Most technicians will be required to use a hacksaw from
fuel areas. These dimensional measuring tools will per-
time to time. A hacksaw is designed specifically to cut
form inside, outside, and depth measurements to half
metals. A hacksaw should have a rigid frame, and the
a thousandth or 0.0005-inch accuracy. EDCs perform
blade selected should have the appropriate number of
with good accuracy and have the advantage of being
teeth per inch (tpi) for the metal to be cut; generally, the
easier to read than micrometers. Additionally, they will
harder the metal, the more tpi required. Metal thickness
perform metric to standard linear conversions at the
is also a factor and a rule of thumb is that at least two
push of a button. Figure 2–12 shows some of the uses
teeth must be in contact with the material to be cut.
of an EDC.
Better-quality hacksaw blades tend to be cost-effective,
as they last until they wear out, whereas cheaper blades
tend to break. Inspect the blades and replace them when Micrometers
dulled or missing teeth are evident.
A hacksaw should be used with a light but firm grip. Some truck servicing operations require precise mea-
An even horizontal stroke with no rocking will produce surements of both outside and inside diameters, such
the fastest cutting rates. A relaxed, calm approach to the as the diameter of a shaft and the bore of a hole. The
cutting task has a way of producing fast results, whereas micrometer is the common instrument for taking these
those who attempt to power their way through often end measurements. Both outside and inside micrometers are
up breaking blades and losing their tempers. calibrated and read in the same manner and are both
operated so that the measuring points exactly contact
the surfaces being measured.
Cutting Fluids The components of a micrometer include the frame,
Soluble oil is machinist’s oil mixed with water accord- anvil, spindle, locknut, sleeve, sleeve numbers, sleeve long
ing to the manufacturer’s recommendations. Remember line, thimble marks, thimble, and ratchet (Figure 2–13).
that engine oil is not soluble and cannot be used as a Micrometers are calibrated in either inch or metric
substitute. See Table 2–1. graduations. On both outside and inside micrometers,
the thimble is revolved between the thumb and the
forefinger. Only very light pressure is required when
Precision Measuring Tools bringing the measuring points into contact with the
surfaces being measured. It is important to remember
Following are some examples of precision measur- that the micrometer is a delicate instrument and that
ing instruments used in a typical truck service garage. even slight excessive pressure will result in an incorrect
Precision measuring tools tend to be high-cost items. reading.
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CHAPTER 2 Hand and Shop Tools, Precision Tools, and Units of Measurement 33
Figure 2–12 Various uses of a set of digital calipers. Figure 2–13 Nomenclature and components of
(A) an outside and (B) an inside micrometer.
2.222 IN
Thimble
Spindle Ratchet
Lock screw Thimble Anvil
Outside for rod
measurement
A. B.
Frame Rod point
Insert rod here.
Short handle Body
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34 Section 1 Diesel Engine Fundamentals
Figure 2–14 The three steps in reading a micrometer. Figure 2–15 Measuring ten-thousandths of an inch
using a micrometer with a Vernier scale.
Last visible
Sleeve sleeve number Only one Vernier scale
numbers = 0.400 inch. number will line up with Thimble
a thimble mark. mark
Each sleeve
number
equals
0.100 inch. Vernier
Sleeve scale
A. long line
Sleeve Vernier scale
marks number
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CHAPTER 2 Hand and Shop Tools, Precision Tools, and Units of Measurement 35
Figure 2–16 Reading a metric micrometer. Figure 2–18 An outside micrometer with a digital
display.
C.
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36 Section 1 Diesel Engine Fundamentals
Line of
measurement
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CHAPTER 2 Hand and Shop Tools, Precision Tools, and Units of Measurement 37
Figure 2–22 Adjustment features of a dial indicator. Figure 2–24 Dial bore gauge being used to measure
cylinder bore.
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38 Section 1 Diesel Engine Fundamentals
Figure 2–25 Cylinder bore data recording chart for a six-cylinder engine. Note the locations for taking
longitudinal and transverse measurements.
1
A
2
B
3
1 A1 B1 2 A1 B1 3 A1 B1
A2 B2 A2 B2 A2 B2
A3 B3 A3 B3 A3 B3
4 A1 B1 5 A1 B1 6 A1 B1
A2 B2 A2 B2 A2 B2
A3 B3 A3 B3 A3 B3
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CHAPTER 2 Hand and Shop Tools, Precision Tools, and Units of Measurement 39
Setting the Dial Bore Gauge specification tolerance as 4.8744 inch to 4.8768 inch.
Now set the dial bore gauge to the mike dimension. First, round these values to the nearest half-thousandths
Select the appropriate length adjustable guide and of an inch. Now record the following specs onto the bore
screw inward into the sled until the dimension between chart shown in Figure 2–25:
the adjustable guide and the measuring plunger is less ●● Minimum specified bore size: 4.87450 (or 4.874 12 0)
than the micrometer setting. Supporting the measuring ●● Maximum specified bore size: 4.87700
plunger against the micrometer anvil, begin to screw the
adjustable guide counterclockwise (CCW) until it makes The specification window within which this cylinder
contact with the micrometer spindle. Now, while con- sleeve should measure is 0.00250, usually expressed
tinuing to rotate the adjustable guide CCW, the indicator as 2 12 thousandths inch. Observe the way in which the
reading needle will begin to rotate; make sure that it bore chart shown in Figure 2–26 has been completed,
rotates at least one full revolution (on a typical indica- and note the out-of-spec cylinder.
tor, this will be 100 thousandths). Remove the dial bore
gauge. Lock the jam nut on the adjustable guide. It does
not matter if the adjustable guide moves slightly as the Tech Tip
jam nut is engaged. Next, insert the dial bore gauge back
Always use a bore chart when measuring bore to speci-
into the mike. Make sure the dial bore indicator turns fication. It is the only effective means of organizing the
through approximately one rotation of travel, then zero stream of data generated from making at least six mea-
the indicator and lock the setting. Having set the dial surements per cylinder on an inline six-cylinder engine.
bore gauge, remove and reinstall it a couple of times to
check the measurement.
Each time the dial bore gauge is installed into the
mike it should read exactly zero. When it does, the zero Depth Gauges
corresponds to the maximum permitted bore specifica- Depth gauges may be of the micrometer or dial gauge
tion. This means that any positive reading on the indica- type. In each case, the instrument consists of a block to
tor is out of spec. This also means that for recording the which either a micrometer assembly or a dial indicator
data, every in-spec reading in a within-spec bore should mechanism is attached. The micrometer depth gauge is
be a minus reading. read opposite from the standard micrometer: When the
spindle is flush with the block (that is, when it is in its
Making Bore Measurements most retracted position), the micrometer reads zero. As
If making measurements to determine the serviceability the thimble is rotated, the plunger extends beyond the
of cylinder liners, they should be made in the following flush position on the block to produce readings on the
locations: sleeve calibration scale. The calibration scales on both
standard and metric depth micrometers are read in the
1. Top of the ring belt sweep same way as regular micrometers. The dial-type depth
2. Bottom of the ring belt sweep gauge is simply a dial indicator mounted on a block. It
3. Midway between measurement 2 and the bottom of is read in a manner similar to a dial indicator.
the liner
These locations are shown in Figure 2–25. To make Combination Square
a bore measurement, gently hold the dial bore gauge
between two fingers on the grip of the handle above the The combination square consists of a right-angle square,
indicator. Allow the measuring sled to pivot in the bore a protractor, and a center gauge assembled on a steel
using the dial bore handle to sweep the device through ruler. A good-quality, precision combination square may
an arc. Watch the needle as the dial bore gauge moves be used as a square, protractor, center gauge, depth
through each sweep, and look for the stroke-over point— gauge, height gauge, level, straightedge, and ruler. It is
in other words, the point at which the needle reverses. a valuable addition to the technician’s toolbox.
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40 Section 1 Diesel Engine Fundamentals
Figure 2–26 Completed cylinder bore data recording chart using the method outlined in this chapter: Note the
out-of-spec data on #3 cylinder.
1
A
2
B
3
−1 − 12 −1 −1 12 +1 12 +1
1 A1 B1 2 A1 B1 3 A1 B1
1 1 1 1
−1 −1 −1 −2 − − 12
A2 2 B2 2 A2 2 B2 A2 2 B2
−2 −2 −2 −2 −1 −1 12
A3 B3 A3 B3 A3 B3
− 12 −1 − 12 − 12 − 12 −1
4 A1 B1 5 A1 B1 6 A1 B1
−1 12 −1 −1 −1 12 −1 −1
A2 B2 A2 B2 A2 B2
−2 −2 −1 12 −2 −1 12 −2
A3 B3 A3 B3 A3 B3
4.877"
Maximum specification (set micrometer to this dimension)
1
4.874 "
Minimum specification 2
measuring instrument. A set of telescoping gauges is In the typical small-hole gauge, a tapered spindle is
usually capable of measuring dimensions from 12 0 up rotated by a handle to spread split ball halves, moving
to 60. The gauge has the appearance of a T; the T bar them outward to contact the bore walls being measured.
is equipped with a spring-loaded plunger, which, when The gauge is adjusted for minimal drag in the bore, then
released by the locking handle, expands to the dimen- measured with an outside micrometer. A typical applica-
sion to be measured because it is spring-loaded. The tion of a split ball gauge would be the measuring of valve
gauge may then be locked by the locking handle and guide bores.
removed from the bore; an outside micrometer is then
used to measure the T bar dimension. Plastigage
The diesel engine rebuilder should generally attempt
to avoid the use of telescoping gauges. Because it is an Plastigage™ is used to check friction-bearing clearances.
indirect measuring instrument, the chances of making It consists of a cylindrical plastic thread enclosed in an
inaccurate measurements increase. Telescoping gauges envelope calibrated in the dimensions that the Plastigage
should not be used to measure cylinder bores, first is designed to measure. To measure bearing-to-shaft
because of the potential to make inaccurate measure- clearance, a small strip should be cut and placed across
ments, and second because it takes much longer than the width of the bearing shell. Next, the cap should
using a dial bore gauge. The best use of telescoping be torqued to specification, which results in flattening
gauges is for tasks such as measuring connecting rod the Plastigage. The cap is then removed and the width
big and small ends (which are shown in Chapter 15 of to which the Plastigage has been flattened should be
this book). measured against the calibration scale on the envelope.
The wider the flattened dimension of the Plastigage, the
narrower the bearing clearance. Plastigage is used to
Small-Hole Gauges measure rod and main bearing clearance on engines.
Small-hole gauges, like telescoping gauges, are compari- When crankshaft main journal clearance is measured,
son measuring instruments used to measure small cylin- the engine must be inverted so that the weight of the
drical bores in conjunction with an outside micrometer. crankshaft is fully supported by the cylinder block and
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CHAPTER 2 Hand and Shop Tools, Precision Tools, and Units of Measurement 41
not by the main caps. Chapter 7 goes into detail on the conjunction with a set of thickness gauges. Figure 2–27
step-by-step procedure of using Plastigage. shows a machinist’s straightedge being used on a cylin-
Plastigage is available in four size ranges, but in die- der block deck.
sel engine technology the following are generally used:
Thickness Gauges (Feeler Gauges)
Green: clearance range 0.0010 to 0.0030
Red: clearance range 0.0020 to 0.0060 Thickness gauges are precisely machined blades of tool
Blue: clearance range 0.0040 to 0.0090 steel usually packaged in sets. They are available in stan-
dard and metric dimensions and tend to be one of the
Carefully remove Plastigage from the shaft when the most used items in the technician’s toolbox. Thickness
measurement is complete. A Plastigage test strip that is gauges are used for adjusting valve lash; checking con-
flattened irregularly indicates journal taper. necting rod endplay; checking backlash on gear sets;
checking ring end gap; and, when used with a precision
straightedge, checking cylinder head and cylinder block
Dividers and Calipers warpage and wear.
Dividers are used for measuring dimensions between Go/no-go gauges are feeler gauges that are stepped
lines or points and scribing reference points and arcs. to enable a more precise setting of a lash dimension. The
Calipers are designed with internally or externally arced outboard dimension is lower by either 0.001 or 0.002
legs to perform internal and external measurements. inch than the inboard or stepped ledge of the blade. When
Dividers and calipers are comparison measuring instru- using go/no-go gauges, the outboard step defines the
ments that require the use of a calibrated measuring specified dimension while the inboard step defines
instrument such as a micrometer or ruler to produce a the “no-go” dimension. The go/no-go thickness gauges
specific dimension. reduce the variable element of “feel” when adjusting valve
lash. Some OEMs recommend their use and technicians
less familiar with setting valves may find that doing so
Precision Straightedge results in improved lash setting consistency. The techni-
A precision straightedge is manufactured from a mid- cian should be aware that thickness gauges wear with
dle alloy carbon steel. It should be encased in a pro- frequent use and should be measured from time to time
tective wood or plastic cover and hung vertically when with a micrometer. Individual blades in a thickness gauge
stored. A precision straightedge is used for such tasks set can be easily replaced. Figure 2–28 shows a set of
as measuring cylinder block deck wear and warpage in thickness gauges.
Figure 2–27 Machinist’s straight edge being used on a cylinder block deck.
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42 Section 1 Diesel Engine Fundamentals
3
8 0 drive 10 mm–19 mm 10 mm–19 mm 10 mm–19 mm
3 3 3 3 3 3
8 0– 4 0 8 0– 4 0 8 0– 4 0
1
2 0 drive 1 15
2 0– 16 0
1 1
2 0–1 4 0
1 5
2 0– 16 0
1 1
2 0–1 4 0
12 mm–19 mm 12 mm–24 mm 12 mm–19 mm 12 mm–24 mm
3
4 0 drive 7 1
8 0–1 2 0
7 1
8 0–1 2 0
7 1
8 0–1 2 0
20 mm–30 mm 20 mm–30 mm 20 mm–30 mm
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CHAPTER 2 Hand and Shop Tools, Precision Tools, and Units of Measurement 43
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44 Section 1 Diesel Engine Fundamentals
Tech Tip
The neck of a sledgehammer handle is vulnerable when engage the mechanical stops and make sure that the
its operator misses the target. Help protect the neck of weight is supported on them and not the power piston.
the sledgehammer handle against accidental damage Also check the weight of the vehicle to be lifted and the
by binding it with a split section of appropriately sized load capacity of the scissor jack. It is good practice to
rubber coolant hose. double-block a raised truck by providing two mechanical
supports. Chock the wheels on the end of the chassis
not being raised after the unit has been raised to the
Presses desired height. Do not attempt to do this before hoisting,
because the vehicle must be allowed to roll unhindered
Most service garages will have at least one power press. during the lift.
Extreme caution is required when operating a power
press: Components should be properly supported, and
mandrels/drivers should be used when required. Arbor
Lift and Hoists
presses are hand actuated. Whenever pressing compo- Raising a heavy-duty truck trailer on a lift system
nents using any kind of power press, always consider requires special care. Adapters and hoist plates must
both the consequences of component slippage and be positioned correctly on multiple posts and rail-type
where separated components will fall. Personal safety lifts to prevent damage to the underbody of the vehicle.
and the safety of those working in the vicinity must There are specific lift points to use where the weight
always be considered. Figure 2–30 shows a press driving of the vehicle is evenly supported by the adapters or
a bearing onto a shaft. hoist plates. The correct lift points may be found in
the vehicle service literature. Before operating any lift
Scissor Jacks or hoist equipment, carefully read the manufacturer’s
literature and understand all the operating and mainte-
Scissor jacks are designed to quickly raise one end of nance instructions.
a truck to heights of up to 8 feet above the shop floor.
Clevises on the jack fit under each frame rail, and the
truck is raised by an air-actuated piston. Scissor jacks
Independent Post Lift Systems
are an invaluable shop tool, but they must be safely Independent post lift systems have become common-
used. Ensure that the lift clevises are positioned at a place in truck shops in recent years. These consist
safe location on the frame rails and make allowance for of “portable” hydraulic (or mechanical jack screw)
the relative movement between the truck and jack during lift posts that can be positioned under a truck, bus,
raising and lowering. When the truck has been raised, or trailer chassis and phased to lift the vehicle level.
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CHAPTER 2 Hand and Shop Tools, Precision Tools, and Units of Measurement 45
Figure 2–31 A typical truck hoist system using four Figure 2–32 Hydraulic boom hoist (often known as a
independent posts wirelessly connected. cherry picker).
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46 Section 1 Diesel Engine Fundamentals
Tech Tip
Purchase a good-quality 12-inch drive air impact wrench
and, with a little care, it should last for many years. Low-
cost impact guns are generally a poor investment for a
truck technician who uses one daily.
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CHAPTER 2 Hand and Shop Tools, Precision Tools, and Units of Measurement 47
1"
2 (or
larger)
pipes and fittings
Oil here daily Couplers
Oiler Filter
Do not install Leader hose Air hose
coupler here Drain daily
Nipples
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48 Section 1 Diesel Engine Fundamentals
Glass Bead Blasters/Sandblasters Figure 2–35 SAE and metric thread bolts.
Most shops rebuilding engines are equipped with a glass Thread Nominal
bead blaster or sandblaster. Usually these are encased pitch diameter
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CHAPTER 2 Hand and Shop Tools, Precision Tools, and Units of Measurement 49
Figure 2–36 Bolt (capscrew) identification. shown in Figure 2–38. Matching grades of hex nuts are
used with grade 5 bolts; grade 8, grade C, or grade G
(flanged) hex nuts are used with grade 8 bolts.
Every fastener manufacturer is required by law to
register its headmarking logo with the Industrial Fastener
Institute (IFI) for purposes of identification and mainte-
Grade 2 Grade 5 nance of manufacturing standards. All graded fasteners
are also required by law to meet certification standards for
size, tensile strength, chemical composition, and hardness.
Tech Tip
Grade 8 Grade 8.2
A grade 5 bolt or nut is identified when the radial marks
or dots are more than 60 degrees (1 hex flat). A grade 8
Note: Grade 2 bolts have no grade markings;
bolt or higher is identified when the radial marks or dots
grade 2 bolts are rarely used on trucks.
are spaced 60 degrees (1 hex flat) or less apart. Study
These grade markings are used on plain hex-type Figure 2–37 and make sure you can interpret fastener
and flanged bolts (capscrews). In addition to the
gradings at a glance. An absence of radial marks or dots
grade markings, the bolt head must also carry the
manufacturer’s trademark or identification. identifies a grade 2 bolt, which is generally unsuitable
for use in truck applications. In the case of SAE grade
5 or grade 8 fasteners, only two marks or dots may be
used, depending on the manufacturer.
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50 Section 1 Diesel Engine Fundamentals
Class 8.8
Metric Fasteners
Fasteners with metric threads are divided into classes
10.9 adopted by the American National Standards Institute
(ANSI). The higher the class number, the stronger the
10.9 fastener. Bolt classes can be identified by the numbers
Class 10.9 forged on the head of the bolt. Hex nut (and locknut)
classes can be identified by the lines or numbers on
Note: In addition to the grade markings, the various surfaces of the nut (Figure 2–39). Class 8 hex
bolt head must also carry the manufacturer’s nuts are always used with class 8.8 bolts; class 10 hex
trademark or identification.
nuts with class 10.9 bolts. Figure 2–40 shows grade C
fasteners with prevailing torque locknuts. Threads can
be measured with a screw pitch gauge.
WARNING
Tightening Fasteners
While most technicians have no difficulty identify-
When a capscrew or bolt is tightened to its specified
ing grade 5 and grade 8 bolts/capscrews, many get
torque, or a nut is tightened to its torque value on a bolt,
confused when attempting to identify their equivalent
the shank of the capscrew or bolt stretches slightly. This
nuts: Remember the 60-degrees or less (grade 8),
MORE than 60-degrees rule explained in the preced- stretching (tensioning) results in a preload. OEM-specific
ing Tech Tip. Be especially careful not to confuse the torque values are calculated to provide enough clamping
crimp marks used on lock nuts with grade identifica- force on bolted components and the correct tension on
tion (ID) marks. the fastener to maintain the clamping force.
8
8
UNF and UNC Threads Class 8 Nut
United National Fine (UNF) (previously SAE) and United
National Coarse (UNC) (previously USS) designate the
thread pitch of fasteners. Thread pitch is classified
10
as threads per inch (TPI) in fasteners. UNF and UNC 10
threads are usually known respectively as “fine” and
“coarse” threads. Class 10 Nut
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CHAPTER 2 Hand and Shop Tools, Precision Tools, and Units of Measurement 51
Figure 2–40 Grade C fastener assembly with a Figure 2–41 This bolt has been torqued beyond its
prevailing torque locknut. yield point.
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52 Section 1 Diesel Engine Fundamentals
offenders. Some friction is required to prevent a nut from ●● When using nuts with bolts, use a grade (or class) of
spinning. When a nut is lubricated, there is insufficient nut that matches the bolt.
friction to stop the impact wrench from hammering the nut ●● When installing nonflanged fasteners, use hardened
beyond the bolt yield point and/or stripping the threads. steel flat washers under the bolt (capscrew) head
Do not run a nut full speed onto the bolt threads with and under the hex nut or locknut.
an impact gun. Instead, run it up slowly until it contacts ●● For bolts 4 inches (100 mm) or less in length, make
the work, and then note the socket position and observe sure that at least 1 12 threads and no more than 5 8-inch
how far it turns. Smaller air-powered speed wrenches (16 mm) bolt length extends through the nut after it
do not produce the aggressive turning force of impact has been tightened. For bolts longer than 4 inches
wrenches and are safer to use. Follow this procedure with (100 mm), allow a minimum of 1 12 threads and a
a torque-modulated air wrench as well. maximum of 3 4-inch (19 mm) bolt length protrusion.
●● Never hammer or screw bolts into place. Align the
Washers and Lock Washers holes of the mating components so that the fastener
surfaces are flush with the washers, and the washers
A rule of thumb on lock washers is that if the fastener are flush with the clamped surfaces.
assembly did not come with one, do not add one. Lock ●● When installing fasteners into threaded aluminum
washers are extremely hard and tend to break under or plastic components, start the fasteners by hand
severe pressure. Use locknuts with hard, flat washers. to ensure that cross-threading does not damage the
Properly torqued, this type of fastener should never threads.
loosen—even when lubricated (Figure 2–42). As a gen- ●● Do not use lock washers (split or toothed) next to
eral rule, when using flat washers, the radius (rounded) aluminum surfaces.
side should face the head of the bolt. Note that there is a ●● When installing studs that do not have an interfer-
difference between UNF (SAE) and UNC (USS) flat wash- ence fit, install them with thread locking compound.
ers: UNF washers fit tighter to the shank of the bolt and ●● When installing components mounted on studs, use
have a reduced skirt radius. UNC flat washers fit looser free-spinning (nonlocking) nuts and helical spring
to the shank of the bolt, and have a larger skirt diameter. (split) lock washers or internal-tooth lock washers.
Avoid using locknuts because they tend to loosen
the studs during removal. Do not use flat washers.
Tech Tip ●● Do not use lock washers and flat washers in combination
When installing flat washers, the radius (rounded) side (against each other); each defeats the other’s purpose.
should always face the bolt cap. ●● Use stainless steel fasteners against chrome plating,
unpainted aluminum, or stainless steel.
Figure 2–43 is a comprehensive ASTM bolt head
Fastener Replacement marking guide.
When selecting and installing replacement fasteners,
keep the following points in mind:
●● When replacing fasteners, use only identical bolts, Shop Talk
washers, and nuts; they should be the same size, If a torque-to-yield bolt is replaced with a new bolt of
strength, and finish as originally specified. identical grade but torqued to a value found in a stan-
●● When replacing graded (or metric class) bolts and dard torque chart, the clamping force produced will be
capscrews, use only fasteners that have the manu- at least 25% less.
facturer trademark or identification on the bolt head;
do not use substandard bolts.
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CHAPTER 2 Hand and Shop Tools, Precision Tools, and Units of Measurement 53
1
ASTM A449 Type 1 Medium carbon ⁄4 thru 1 85,000 120,000 C25 C34 — C32
SAE J429 Grade 5 steel, quenched over 1 to 11⁄2 74,000 105,000 C19 C30 C32
and tempered
ISO/DIN SAE J1199 Medium carbon M3 thru M16 84,100 (580) 116,000 (800) C20 C30 — C32
Property Class 8.8 steel, quenched M17 thru M36 87,000 (600) 120,350 (830) C23 C34
and tempered
SAE J429 Low or medium No. 6 thru 5/8 85,000 120,000 C25 C40 — —
Grade 5.1 (SEMS) carbon steel,
quenched and
tempered with
assembled
washer
ISO SAE J1199 Medium carbon M1.6 thru M16 94,250 (650) 130,500 (900) C27 C36 — C32
Property Class 9.6 steel, quenched
and tempered
1
SAE J429 Grade 7 Medium carbon ⁄4 thru 11⁄2 105,000 133,000 C28 C34 — —
allow steel,
quenched and
tempered, roll
threaded after
heat treatment
ASTM A354 Grade BD Medium carbon 1⁄4 thru 11⁄2 120,000 150,000 C33 C39 C24 C36
Bowma-Torq®/Grade 8 alloy steel,
SAE J429 Grade 8 quenched and
tempered
1
SAE J429 Grade 8.2 Low carbon ⁄4 thru 1 120,000 150,000 C35 C42 — —
boron martensite
steel, fully killed,
fine grain,
quenched and
tempered
ISO SAE J1199 Medium carbon M6 thru M36 120,350 150,800 C33 C39 C26 C36
Property Class 10.9 alloy steel, (830) (1040)
quenched and
tempered
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54 Section 1 Diesel Engine Fundamentals
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CHAPTER 2 Hand and Shop Tools, Precision Tools, and Units of Measurement 55
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56 Section 1 Diesel Engine Fundamentals
●● Rubber gasket dressing. This should be applied to The metric system is a decimal system, the meter
reuse rubber gaskets. It tacks them into position being the basis of all measures, whether of length, sur-
while mating up components. face, capacity, volume, or weight. The meter measures
●● Rubber gasket maker. Rubber compound that cures 39.37 inches and is theoretically one ten-millionth of
slowly but can actually be put into service immedi- the distance from the equator to either the North or the
ately due to its high integrity. When fully cured, it South Pole. The unit of weight is the gram (15.432
is very difficult to remove and can actually destroy grains), and is the weight of a cubic centimeter of water
thinner steels. Rated for high temperature and may at its greatest density at about 398F.
be good for problem leaks. Multiples of the units are expressed by the Greek
●● Weatherstrip adhesive. Designed to adhere weather- prefixes deca, hecto, kilo, mega, and giga, indicating,
stripping. Should not be used for anything else. Can respectively, tens, hundreds, thousands, millions, and
be extremely difficult to remove, especially when billions. Decimal parts of the units are indicated by the
applied to aluminum or carbon fibers. Latin prefixes deci, centi, milli, micro, nano, and pico,
meaning, respectively, tenth, hundredth, thousandth,
Thread Lock Compounds millionth, thousand millionth, and billionth.
Thread lock compounds are usually manufactured in
liquid and gel forms. Several manufacturers produce Metric Weights and Measures
thread sealants. Although there are no rules about this,
most manufacturers usually abide by the following Listings of the commonly used metric weights and mea-
color codes: sures as well as a conversion table for common metric
measurements to standard units follow. Note that gr
●● Red. The highest strength adhesive and sealant. indicates U.S. grains and should not be confused with
Usually red locking compound functions effectively metric grams.
at high temperatures. Powerful enough to damage
some metals on removal. Use in small quantities. Metric Weights
●● Blue. A good multipurpose adhesive and sealant
rated at medium strength. Milligram (11000 gm) 5 0.0154 gr
●● Green. A medium-strength adhesive and sealant Centigram (1100 gm) 5 0.1543 gr
with wicking capability; this allows it to run down
Decigram (110 gm) 5 1.5432 gr
threads and create a better seal.
●● Purple. A low-strength thread adhesive that seals Gram 5 15,432 gr
threads effectively. Decagram (10 gm) 5 0.3527 oz
Hectogram (100 gm) 5 3.5274 oz
The Metric System and Kilogram (1000 gm) 5 2.2046 lb
English/Metric Conversion Myriagram (10,000 gm) 5 22.046 lb
The metric system has been authorized by an act of Metric Dry Measures
Congress in the United States and by federal legislation
Milliliter (11000 L) 5 0.061 cu. in.
in Canada. The metric system is used by most coun-
tries in the world, and has been generally adopted by Centiliter (1100 L) 5 0.6102 cu. in.
industry for use in the United States as a replacement Deciliter ( 1 L) 5 6.1022 cu. in.
10
for the standard system. For example, every truck die-
sel engine engineered in the United States since 1980 Liter 5 0.908 qt
has been a metric engine. However, the specifications Decaliter (10 L) 5 9.08 qt
reproduced in service literature are usually presented in
Hectoliter (100 L) 5 2.838 bu
both standard and metric systems with the consequence
that most mechanical technicians are forced to have an Kiloliter (1000 L) 5 1.308 cu. yd
understanding of both. Some OEMs such as Caterpillar
have published specifications using only the metric sys- Metric Liquid Measures
tem for a generation. (It should be noted that the British
replaced the “English” system of weights and measures Milliliter (11000 L) 5 0.0338 fl. oz
with the metric system more than 40 years ago.) Centiliter (1100 L) 5 0.338 fl. oz
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CHAPTER 2 Hand and Shop Tools, Precision Tools, and Units of Measurement 57
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58 Section 1 Diesel Engine Fundamentals
Figure 2–46 Proper storage of a dial bore gauge set, which protects the tool and allows a missing component to
be identified immediately.
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CHAPTER 2 Hand and Shop Tools, Precision Tools, and Units of Measurement 59
●● When preparing to remove a truck from the shop Figure 2–47 Exhaust extraction flex pipes in a
following service work, install the exhaust extrac- truck shop.
tion pipe over the stack(s) before attempting to
start the engine. This way you can build the air
pressure and warm the engine before moving the
vehicle.
The exhaust extraction pipes are stainless steel
or galvanized flex pipes designed to fit over the verti-
cal stacks on the truck. An extraction pump helps
pull the diesel exhaust out of the shop. Figure 2–47
shows a network of exhaust extraction pipes in a
truck shop.
Summary
●● The actual contents of a truck technician’s toolbox ●● Diesel engine technicians should be familiar with set-
will be determined by the type of work performed. ting up and using dial bore gauges.
However, 80% of the contents are probably common ●● Shop hoisting apparatus should be routinely inspected
among all truck technicians. by qualified personnel and by the technician before
●● Cheaper tools are often bulkier and more prone to using it. This may be a legal requirement in some
breakage. jurisdictions.
●● The personal safety of the user is always on the line ●● The technician must check out shop power equipment
when hand tools are being used, so it makes sense for before each use.
the professional to invest in reliable tools. ●● The technician should know how to identify SAE, IFI,
●● The apprentice technician should acquire a mastery of and ISO fastener grades and understand the impor-
precision measuring tools before using them in work; tance of selecting the correct grade for the job being
this is best done by practice using the instruments to performed. The engine technician must also under-
measure actual engine components. stand that many specialty fasteners used on engines
●● Reading both standard and metric micrometers have special metal properties and should not be
becomes much easier when the technician under- replaced by generic SAE, IFI, or ISO fasteners.
stands exactly how they are constructed and ●● The technician should get used to both standard and
calibrated. metric systems and be prepared to work in both,
●● A standard micrometer must be rotated through 40 because both are widely used in the industry. Formulae
complete revolutions from the point at which the spin- need not be remembered, but the technician should
dle contacts the anvil producing a zero reading to the get used to rapidly converting values from each system.
point at which it reads 10. Each complete revolution of ●● Technicians who take the trouble to organize their per-
the thimble therefore represents 0.0250. sonal tools will benefit from the resulting minimization
●● A metric micrometer must be rotated through 50 com- of tool losses.
plete revolutions from the point at which the spindle ●● A key piece of shop equipment is the exhaust extrac-
contacts the anvil producing a zero reading to the point tion system. To be effective at preventing harmful
at which it reads 25 mm. Each complete revolution of fumes from being discharged into a closed, indoor
the thimble therefore represents 0.5 mm. environment, it must be used properly.
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60 Section 1 Diesel Engine Fundamentals
Review Questions
1. When the spindle contacts the anvil on a standard 8. To which of the following values would 1.5 mm be
0210 micrometer, it should read: closest?
a. 0 a. 0.06250
b. 0.0010 b. 0.1250
c. 0.0250 c. 0.2500
d. 10 d. 1.500
2. How many complete rotations must the thimble of 9. Convert 5508 Fahrenheit into Celsius.
a standard micrometer be turned to travel through a. 240
a reading of zero to a reading of 1 inch? b. 288
a. 25 c. 385
b. 40 d. 550
c. 50
10. A wrench with box and open jaws at either end, both
d. 100
of the same nominal dimension, is known as a(n):
3. How many complete rotations must the thimble of a. torque wrench.
a metric micrometer be turned to travel through a b. combination wrench.
reading of zero to a reading of 25 mm? c. box-end wrench.
a. 25 d. adjustable wrench.
b. 40
c. 50 11. Which of the following is used to identify an SAE
d. 100 grade 8 bolt?
a. 3 radial strokes on the capscrew head
4. When the thimble of a metric micrometer is turned b. 5 radial strokes on the capscrew head
through one full revolution, the dimension between c. 6 radial strokes on the capscrew head
the anvil and the spindle has changed by: d. 8 radial strokes on the capscrew head
a. 0.1 mm
b. 0.5 mm 12. If a 120 linear extension is used on a torque wrench
c. 2.5 mm with a 240 bar, the reading on the torque wrench
d. 0.5 mm scale required to produce an actual torque value of
250 lb-ft would be:
5. When using a dial indicator to check the concentric- a. 36 lb-ft
ity of a flywheel housing, during a single rotation of b. 120 lb-ft
the flywheel the reading on the positive side of the c. 167 lb-ft
zero on the dial peaks at 0.003 while the reading on d. 323 lb-ft
the negative side peaks at 0.006. What is the TIR?
a. 0.0030 13. Convert 250 lb-ft to Newton-meters and select the
b. 0.0060 closest value from the following answers.
c. 0.0090 a. 167 N·m
d. 0.0180 b. 340 N·m
c. 410 N·m
6. Which of the following precision measuring instru-
d. 500 N·m
ments would be required to measure a valve guide
bore? 14. Convert 600 hp into kW and select the closest value
a. Dial indicator from the following answers.
b. Inside micrometer a. 350 kW
c. Split ball gauge and micrometer b. 450 kW
d. Dial bore gauge c. 550 kW
7. If 300 kPa is converted to pounds per square inch, d. 650 kW
the result would be closest to which of the follow- 15. The cutting fluid recommended for use when
ing values? cutting threads in mild steel is:
a. 15 psi a. soluble oil and water.
b. 30 psi b. lard.
c. 45 psi c. dry.
d. 300 psi d. kerosene.
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CHAPTER 2 Hand and Shop Tools, Precision Tools, and Units of Measurement 61
16. When drilling into cast iron, the correct method 19. Which Plastigage color code should be selected to
calls for the procedure to be performed: measure a main bearing clearance that the manu-
a. with kerosene. facturer specifies must be between 0.0023 and
b. with lard. 0.0038?
c. preheated. a. Red
d. dry. b. Green
17. A bolt designed so that the shoulder has a small inter- c. Blue
ference fit with the bore it is to be fitted to is called a(n): 20. After Plastigage checking a main bearing, using
a. SAE #5. red Plastigage, the measuring strip has not been
b. SAE #8. deformed. Technician A states that the bearing
c. body bound bolt. clearance must be greater than 0.0060. Techni-
d. Huck fastener. cian B states that a strip of green-coded Plastigage
18. The working load of a chain is normally what percent- must be used to perform the measurement. Who is
age of the rated tensile strength of the chain material? correct?
a. 10% a. Technician A only
b. 25% b. Technician B only
c. 50% c. Both A and B
d. 75% d. Neither A nor B
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