Chapter 20 (Heavy Duty Truck Axle Service and Repair)

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Axle

Service and Repair


Objectives
After reading this chapter, you should be able to
m Describe the lubrication requirements of truclc and trailer dead axles.
m Outline the lubrication service procedures required for truck drive axle assemblies.
Perform some basic level troubleshooting on differential carrier gearing.
Outline the procedure required to disassemble a differential carrier.
m Disassemble a power divider unit.
Perform failure analysis on power divider and differential carrier components.
Reassemble power divider and differential carrier assemblies.

I<ey Terms List shock failures


spinout failure
banjo housing
torsional failures
fatigue failures tooth contact pattern
linehaul

Today, differential carrier assemblies tend not to be used in an operation. It must always be remembered
rebuilt very frequently in the field. The function of the that axles support the vehicle and its load, so an axle
technician is usually to diagnose a malfunction, and, failure can p r o d u c e fatal consequences. For
if a major repair is required, remove the differential instance, the lubrication of the wheel bearings is
carrier assembly and replace it with a directly dependent on the oil in the axle differential
rebuiltlexchange unit. Servicing of heavy-duty truck carrier, so low oil level can result in a vehicle that is
axles consists of lubrication, inspection, diagnosis of dangerous to operate.
malfunctions, and, when required, disassembly and This chapter will focus primarily on the lubrication
reassembly . and servicing requirements of heavy-duty truck
It is essential for truck technicians to understand axles. It should be studied along with Chapters 22
the lubrication requirements of differential carrier and 23. Chapter 23 deals specifically with the critical
assemblies, steering, and trailer axles. A large per- adjustments of wheel-end procedure, so wheel bear-
centage of all axle failures have their origin in the ing lubrication and adjustment is mentioned only in
lubricant and the preventive maintenance practices passing in this chapter.

621
622 Chapter Twenty

1
2 0 . 1 TRUCI< AXLE
LUBRICATION
Interaxle Differential Oil Fill Plug

The efficiency and life of mechanical equipment is as


dependent upon proper lubrication as it is upon

-
proper engineering design. Mechanical components
rely on lubrication to

Provide a lubrication film between the moving


parts to reduce friction
Help cool components subject to friction
Keep dirt and wear particles away from mating (Current SLHD or SQHD Model Type Shown)
components
FIGURE 20-1 Location of oil fill and oil drain
Proper lubrication depends upon using the right plugs on a typical forward rear tandem axle carrier.
type of lubricant, at the proper intervals and main- (Courtesy of ArvinMeritor Inc.)
taining the specified capacities. Experience suggests
that many service p r o b l e m s c a n be t r a c e d t o
improper lubricant or lubrication practices.
The recommended lubrication practices and spec-
ifications covered in this section are general in nature
and typical of manufacturers' procedures. However,
it is advisable to refer to the manufacturers' service
manuals for specific instructions.

N E W A N D RECONDITIONED Pinion Angle Less Than 7"- Pinion Angle More Than 7"-
AXLE LUBE SERVICE Fill to carrier fill plug hole. Fill to housing fill plug hole.

Drain and flush the factory-fill axle lubricant of a new FIGURE 20-2 Proper lubricant levels. (Courtesy of
or reconditioned axle after the first 1,000 miles but ArvinMeritor Inc.]
never later than 3,000 miles. This is necessary in
order to remove fine wear particles generated during
Measure the drive pinion angle. If the angle is less
break-in that would cause accelerated wear on gears
than 7 degrees (above horizontal), use the fill hole
and bearings if not removed. Drain the lubricant
located in the side of the carrier. If the angle is more
while still warm from the carrier housing, and from
than 7 degrees (above horizontal), use the hole
the interaxle differential of the forward carrier of tan-
located in the banjo housing. Note: Some axle mod-
dem axles. Avoid mixing lubricants.
els might have only one lube fill hole, located in the
banjo housing. With these models use this lube fill
hole for all pinion angles. Some axle models have a
Shop Talk
small tapped and plugged hole located near, but
Draining lubricants while warm ensures that conta- below the housing lubricant level hole. This smaller
minants are still suspended and also reduces drain hole is for the use of a lubricant temperature sensor
time. only and must not be used as a fill or level hole.
After filling the axle housing to the correct level,
drive the truck unloaded for 1 or 2 miles to circulate
Fill axles to the bottom of the level hole (in carrier or the lubricant throughout the axle and carrier assem-
housing) with a specified lubricant while the truck is on blies. Follow the "New and Reconditioned Axle Lube
level ground. If the axle employs an interaxle differen- Service1' procedures and change lubricant at recom-
tial of the type that can be directly filled through a top mended intervals.
filler plug hole (see Figure 20-l), pour an additional
two pints of the same lubricant into the interaxle differ-
ential housing. The angle of the drive pinion, as
APPROVED LUBRICANTS
mounted under the vehicle, determines which oil All lubricantsused in current differential carrier assem-
fillllevel plug hole is to be used (Figure 20-2). blies must meet the American Petroleum Institute
- Heavy-Duty Truck Axle Service a n d Repair 623

TABLE 20-1: AXLE GEAR LUBE VISCOSITY

-
Ambient Temperature Range Proper Grade
-40°F to -15°F 75W
- 15°F to 100°F 80W-90
- 15°F and above 80W-140
10°F and above 85W-140

(API)/ Society of Automotive Engineers (SAE) GL-5


standard. API-GL-5 ("GL" stands for gear lube) is the CORRECT: Lube level a t bottom of filler hole.
current gear lube classification that is accepted by the
,,,INCORRECT: Lube level below filler hole.
manufacturers of heavy duty differential carriers. In
other words, gear lubricants classified as GL-1, GL-2, FIGURE 20-3 Correct and incorrect ways of
GL-3, GL-4, and GL-6 are either obsolete or no longer checking the lube level. (Courtesy of Roadranger
approved for use. GL-5 is an extreme pressure gear Marketing. One great drive train from two great
lubricant that is suitable for use in hypoid gear companies-Eaton and Dana CorporationsJ
arrangements. It is consistent with the military specifi-
cation known as MIL-L-2105-D.
API-GL-5 is available in several viscosities. The
CHECI<ING LUBE LEVEL
viscosity used in an application depends mostly on Remove the fill hole plug located in the banjo hous-
the expected operating temperatures. Table 20-1 ing. The lube should be level with the bottom of this
shows appropriate gear lube grades to use for the hole (Figure 20-3). To be seen or touched is not suf-
operating temperatures. ficient; it must be level with the hole. When checking
All the OEMs currently approve of the use of syn- the lube level, also check and clean the housing
thetic lubricants meeting the GL-5 performance clas- breathers.
sification. Synthetics adapt better t o operating
temperature extremes and can extend service inter-
vals. They have superior centrifugal throw-off resis-
C H A N G I N G LUBE
tance, so they also have the potential to reduce the Draining
incidence of spinout failures.
Drain when the lube is at normal operating tempera-
OEMs do not generally approve the use of addi-
ture. It w ~ lrun
l freely and minimize the time necessary
tives in differential carrier gear lube. Additives are
to fully drain the axle. Unscrew the magnetic drain
most often applied t o gear lube t o suppress the
plug on the underside of the axle housing (Figure
symptoms of a mechanical condition such as gear
20-4) and allow the lube to drain into a suitable
whine. Although an additive can work to suppress
noise, the severity of the mechanical damage is likely
to be greater when the repairs are eventually under-
taken. Oil Filler
Hole

LUBE C H A N G E INTERVAL
After the initial lube change at 1,000 to 3,000 miles,
s u b s e q u e n t l u b e c h a n g e s s h o u l d b e m a d e at
100,000-mile intervals for linehaul operation: that is,
terminal t o terminal, highway operation. For other
types of operations, change the lube at 40,000-mile
intervals. If the truck does not accumulate enough
mileage to require a lube change, change the lubri-
cant once yearly.
If t h e l u b e level falls below i t s proper level
between changes, it should b e replenished as
needed. If loss is excessive, troubleshoot the prob- FIGURE 20-4 Removing the drain plug from the
lem. Use an API-GL-5 gear lube. To maintain proper axle housing. (Courtesy of Roadranger Marketing.
v~scositylevels, however, do not mix lube grades One great drive train from two great companies-
when adding to an existing supply. Eaton and Dana CorporationsJ
624 Chapter Twenty

L;/;tai~i&r. IIIS~GC~
1/16 drain pluy for metal particles.
After the initial oil change, these are signs of damage
or extreme wear In the axle, and inspection of the
entire u n ~ may
t be required. Clean the drain plug and
replace ~tafter the lube has drained completely.

CAUTION: Be sure to direct compressed air


into a safe area. Wear safety glasses.

To d r a i n axles e q u i p p e d w i t h a l u b e p u m p ,
remove the magnetic strainer from the power divider
cover and inspect for wear material in the same man-
ner as the drain plug (Figure 20-5). Wash the mag-
n e t i c strainer i n s o l v e n t a n d b l o w d r y w i t h
compressed air to remove oil and metal particles. FIGURE 20-6 Location of oil filler hole at top of
power divider. (Courtesy of Roadranger Marketing.
One great drive train from t w o great companies-
Eaton and Dana Corporations)

exceeding 10 degrees or operated regularly in areas


of continuous and lengthy grades may require stand-
pipes to allow proper fill levels.

WHEEL BEARING LUBRICATION


Under normal operating conditions, axle wheel bear-
ings are protected by lubricant carried into the wheel
ends by the motion of axle shafts and gearing. Lube
becomes trapped in the cavities of the wheel end
(Figure 20-7) and remains there.

FIGURE 20-5 Location of magnetlc strainer for


axles with lube pump. (Courtesy of Roadranger
Marltetrng. One great drive train from t w o great
companies-Eaton and Dana Corporations)

Filling
Replace the drain plug. Remove the filler hole plug
from the center of the axle housing cover and fill the
axle with an approved lubricant until level with the
bottom of the hole. On forward axles, add 2 pints of
lubricant through the flller hole at the top of the dif-
ferential carrier near the power divider cover (Figure
20-6).
Lube fill capacities in the various service manuals
are good guidelines, but will vary somewhat on the
basis of the angle the axle is installed in a particular FIGURE 20-7 Location of wheel hub lube cavity.
chassis. Always use the filler hole as the final refer- (Courtesy of Roadranger Marketing. One great drive
ence. If lube is level with the bottom of the hole, the train from t w o great companies-Eaton and Dana
axle is properly filled. Axles installed at angles Corporat~ons)
Heavy-Duty Truck Axle Service and Repair 625

When wheels are being installed, the hub cavities Wash castings in solvent or clean in hot solution
are empty. Bearings must be prelubed with adequate tanks using mild alkaline solution. Dry with com-
lubricant or they w ~ lbe
l severely damaged before the pressed air and lightly coat with lubricant to prevent
normal motion of gearing and axle shafts can force rusting.
lube to the hub ends of the housing.
To avoid the risk of premature damage to wheel
bearings, they must be prelubed any time wheels are
being installed. The correct method will depend on
the type of wheel assembly.
20.3 TRUCI< AXLE
INSPECTION
Hubs Equipped with Lube Fill Holes lnspect steel parts for damage and wear. Look for
Pour a pint of standard axle lubricant into the hub pitting or cracking along gear contact surfaces.
through the fill hole provided. This type of hub is not Scuffing, deformation, or discoloration are signs of
common. excessive heat in the axle, usually related to low
lubricant levels or improper lubrication practices.
Lubrication when Hubs Have Before reusing a gear set, inspect teeth for signs
N o Fill Holes of excessive wear. Check tooth contact pattern for
evidence of incorrect adjustment. lnspect all
Follow the procedure outlined here: machined surfaces. They must be free of cracks,
scoring, and wear. Look for elongation of drilled
1. Fill the axle with lube through the axle hous- holes, wear on bearing bores, and nicks or burrs in
ing cover fill hole. mating surfaces. lnspect fasteners for rounded
2. Jack up the left side of the axle. Maintain this heads, bends, cracks, or damaged threads. The axle
position for 1 minute to allow lube to flow housing should be examined for cracks or leaks.
into the wheel end at the right side. Also look for loose studs or cross-threaded holes.
3. Jack up the right side of the axle. Maintain lnspect machined surfaces for nicks and burrs.
this position for 1 minute to allow lube to
flow into the wheel ends at the left side.
4. Lower the vehicle and add lube through the
axle housing cover filler hole. The axle should
require an additional 2 pints of lube to bring
the level up to the bottom of the filler hole.
1
2 0 . 4 CARRIER, AXLE,
IAND GEARING
IDENTIFICATION
Identification of the differential carrier by the manu-
2 0 . 2 TRUCI< AXLE CLEANING facturer is either stamped on the carrier itself or on a
metal tag attached to the carrier (Figure 20-8).
The complete axle is usually identified by the spec-
The differential carrier assembly can be pressure ification number stamped on the side of the banjo
washed or steam cleaned while mounted in the housing (Figure 20-9). This number identifies all com-
housing as long as all openings are tightly plugged. ponent parts of the axle, including special OEM
Once removed from its housing, the correct way to requirements such as yoke or flange. In addition,
clean the assembly is to disassemble it completely. some axles might include a metal identification tag.
Wash steel parts with ground or polished surfaces in The ring gear and drive pinion are matched com-
solvent. There are many suitable commercial sol- ponents and must be replaced in sets. Check the
vents available that meet current environmental and appropriate manufacturer's axle parts book for part
fire safety standards. numbers. To identify gear sets, b o t h parts are
stamped with such information as the number of pin-
ion and ring gear teeth, individual part number, and
WARNING: Gasoline is not an acceptable sol- matched set number (Figure 20-10).
vent because of its extreme combustibility. It is
unsafe in the workshop environment.
DT440-P Forward Axle RT440 Rear Axle

Tandem Capacity

Dual Range

"D" Series Rear Axle

FIGURE 20-8 Differential carrier identification. (Courtesy of Roadranger Marlteting. One great drive train from
two great companies-Eaton and Dana Corporations)

FABRICATED STEEL H O U S I N G

b-M
Axle Specification Number
C A S T STEEL H O U S I N G
Casting Number
1
2 0 . 5 DRIVE AXLE FAILURE
ANALYSIS/DIACNOSTICS
When a drive axle fails, failure analysis should
answer two key questions: What happened? How
Housing
Subassembly can a recurrence be avoided? Sometimes failure
Number (Includes Rough Number analysis is complicated and it takes lab equipment to
\ Tubes)
Complete Axle Specification Number
Capacity determine the cause. But most failures can be identi-
fied in the shop. This section is designed to identify
FIGURE 20-9 Axle specification number identifica- and analyze a failure, determine the cause and help
tion. (Courtesy of Roadranger Marlteting. One great prevent recurrences. This can help in warranty deci-
drive train from two great companies-Eaton and sions and prevent other failures.
Dana Corporations)
TYPES OF FAILURES
Drive axle carrier components usually fail because of
one or more of the following reasons:

Shock load
Fatigue
Spinout
Lubrication
Mat
Set Normal wear

Shock Failures
Indicates Genuine
Shock failures occur when the gear teeth or shaft
have been stressed beyond the strength of the mater-
ial. The failure can be immediate from a sudden shock
or it could be a progressive failure after an initial shock
cracks the teeth or shaft surface. An immediate failure
FIGURE 20-1 0 Ring gear and pinion identifica- could be recognized by total failure of the gear teeth
tion. (Courtesy of Roadranger Marketing. One great that were in mesh at the time of the shock.
dr~vetrain from two great companies-Eaton and Shock impacts subject shafts to torsional or twist-
Dana Corporationsj ing forces. An instantaneous break is usually indi-
- Heavy-Duty Truck Axle Service a n d Repair 627

cated by a smooth, flat fracture pattern (Figure Fatigue Failures


20-11A) or a rough pattern broken at an angle
Fatigue failures are usually defined as a progressive
(Figure 20-1 18). When the initial shock impact is not
destruction of shaft or gear teeth material. This type
great enough to cause an immediate fracture, the
of failure is usually caused by overloading. For longer
tooth or shaft will crack and a progressive failure can
service life, the surface of gears and shafts is case
occur (Figure 20-11C). Common causes of shock
hardened for wear resistance. A lower hardness duc-
impact failures are rough trailer hookups, spinning
tile core is retained for toughness. Fatigue failures
wheel grabbing on firm road surface, and misuse of
could occur in either or both of these areas. They
interaxle differential lockouts.
can be classified in three types:

Surface Failures. Surface failures are identified


by cracked or pitted and spalled tooth surfaces
and generally caused by repeated light over-
loading. As the failure progresses, surface
material flakes away. In some instances an
elliptical design (or "beach" marks) will be cre-
ated in the fracture pattern. Figure 20-12 illus-
trates typical surface failures.
Torsional (or Twisting) Failures. Torsional
failures in shafts are usually indicated by a
star-shaped fracture pattern (Figure 20-13). An
extremely high load could cause the shaft sur-
face to crack initially. Then the crack (or cracks)
progress to the center of the core. Repeated
overloads finally fracture the shaft.

C
FIGURE 20-1 1 (A)Smooth and / B ) rough fracture FIGURE 20-1 2 Surface falure patterns as a result
patterns; and (C) a fractured tooth as a result of of fatigue: (A) cracks and spalling; and (B) pitting
instantaneous shocl<. [Courtesy of Roadranger and spalling. (Courtesy of Roadranger Marketing.
Marketing. One great drive train from two great One great drive train from two great companies-
companies-Eaton and Dana Corporationsj Eaton and Dana Corporations)
628 Chapter Twenty

Bending Failures. In shafts, rotating and bend-


ing forces will usually cause a scalloped (or spi-
ral) type fracture pattern (Figure 20-14).
Overloads progressively crack the shaft and
gradually weaken it until complete fracture
occurs.

In gears, bending forces will generally crack the


tooth surface. As the crack continues to grow, a
"beach" mark design is formed in the fracture pattern
(Figure 20-14). The tooth is finally weakened to a
point where it will break. Fatigue failures are gener-
ally caused by overloading the truck beyond the
rated capacity or abusive operation of the truck over
rough terrain.

FIGURE 20-1 3 Star-shaped torsional failure. Spinout Failures


[Courtesy of Roadranger Marketing. One great drive
Spinout or excessive wheel spinning can cause
train from two great companies-Eaton and Dana
severe damage to the wheel or interaxle differentials.
Corporations)
On a single rear axle equipped vehicle main differen-
tial, spinout failure occurs when one wheel remains
stationary (Figure 20-15A). On a tandem rear axle,
spinout occurs in the interaxle differential when one
of the axles remains stationary while the other axle
turns (Figure 20-15B). Heat is the damaging factor.
When a wheel spins because of traction loss, the
speed of the differential gears increases greatly. The
lube film is thrown off, and metal-to-metal contact
occurs, creating friction and heat. If spinout is
allowed to continue long enough, the axle can self-
destruct.
Other failures could occur during spinout. If a
spinning wheel is subjected to grabbing on a firm
surface, a shock impact will occur. If shock is severe
enough, this could result in broken gear teeth or
shaft fracture.
A Spinout failures can be prevented or minimized by
proper handling of the truck when traction loss is
encountered. When operating under a spinout condi-
tion, stop the wheels and engage the lockout. If
adverse conditions cannot be overcome, use sand,
salt, chains, or other procedures to improve traction.

Lubrication
The following types of incorrect lubrication in drive
axles greatly affect the life of bearings, gears, and
thrust washers.

B Contaminated lube (usually moisture, normal


wear, or break-in particles) can cause etching,
FIGURE 20-1 4 Bending failure patterns as a result scoring, or pitting of the contact surfaces.
of fatigue: [A) beach marl<; and (BJspiral pattern. Foreign material in the lube acts as an abrasive
[Courtesy of Roadranger Marketing. One great drive and shortens service life.
train from two great companies-Eaton and Dana Inadequate lubrication could create friction,
Corporations) cause overheating, break down the protective
Heavy-Duty Truck Axle Service and Repair 629

Normal Wear
Drive axles are engineered and manufactured to
achieve a reasonable useful life. All components will
wear under normal use. During break-in, wear will
occur in any mechanical assembly. In many instances,
this type of wear is beneficial. Mating components
improve their mesh or surface contact. The important
factor is to change lube (as recommended by the
manufacturer), after break-in to remove any accumu-
lated particles or metallic dust. Preventive mainte-
nance is important to minimize wear.
Some marks and patterns on surface finishes,
such as hobbing, forging, and so forth are the result
of manufacturing processes. These should be recog-
nized and not classified as a failure condition.
It is important to recognize normal wear to elimi-
nate unnecessary component replacement. The tech-
nician should become acquainted with, and be able to
identify, normal wear patterns of components. Scoring
of surfaces and out-of-round shafts are conditions
that will warrant replacement. Washers and seals
should always be replaced when the axle is being
repaired. The cost of these components is much less
than the premature failure of a repair job.

DIAGNOSIS
Problems associated with different models of axles
and types of gearing can be specific to one model
only. However, one problem area can generally be
caused by the same malfunction in most cases. The
technician must always consider that universal joints,
transmissions, tires, and drivelines can create noises
that are often blamed on the drive axles. Typical
troubleshooting symptoms and their probable
causes are listed in Table 20-2.

FIGURE 20-1 5 (AJSpinout on single rear axles;


and (B) spinout on tandem rear axles. (Courtesy of
ArvinMeritor Inc.)

1 -
1
20.6 DIFFERENTIAL CARRIER
- 1 OVERHAUL

Overhaul of the differential carrier will vary between


film, and finally result in seizure or welding of different makes and models of the same units.
mating components. This can be recognized by However, the general procedure w ~ l follow
l a similar
severe scoring or galling and actual melting of pattern. The overhaul procedure presented here is
the material under severe conditions. based on a single reduction differential carrier. Refer
Components are usually black and discolored. to the manufacturer's service manual for the proce-
Improper lube will not provide the lubricating dure to overhaul a differential carrier.
film that is required to prevent metal-to-metal
contact.
REMOVING DIFFERENTIAL
Incorrect viscosity lubricant for the operating
CARRIER FROM AXLE HOUSING
temperatures could result in breakdown of the
lube film. Mixing incompatible lubricants may To remove the differential carrier from the axle hous-
damage internal components. ing, do the following:
630 Chapter Twenty

TABLE 20-2: DRIVE AXLE TROUBLESHOOTING


Symptom Probable Cause Remedy
Noisy on turns only Differential pinion gears tight on spider Overhaul drive axle and make necessary
adjustments.
Side gears tight in differential case
Differential or side gears defective
Excessive backlash between side gears
and pinion
Intermittent noise Drive gear not running true Overhaul axle and replace defective drive
gear or differential bearings.
Loose or broken differential bearings
Constant noise 1. Lubricant incorrect 1. Verify type and class of lubricant used.
2. Lube level low 2. Check lube level and fill if needed.
3. Drive gear teeth chipped or worn; 3. Overhaul axle and replace defective drive
loose or worn bearings gear, pinion, or bearings.
4. Drive gear and pinion not in adjustment 4. Adjust drive gear and pinion for correct
for correct tooth contact tooth contact.
5. Too much or too little pinion-to-gear 5. Adjust gear backlash.
backlash or overlap of wear pattern
Rear wheels do not drive 1. Broken axle shaft 1. Replace broken axle.
(driveline rotating) 2. Drive gear teeth stripped 2. Overhaul axle and replace defective drive
gear, pinion, or spider.
Differential pinion or side gear broken
Differential spider broken

4. Remove the plug from the bottom of the axle


housing a n d drain the lubricant f r o m the
assembly. Dispose of the lube properly.
5. Disconnect the driveline universal joint from
the pinion yoke or flange on the carrier.
6. Remove the capscrews and washers or stud
nuts and washers from the flanges of both
axle shafts.
7. Loosen the tapered dowels in the flanges of
b o t h axle shafts. Use a brass drift and a
large hammer to loosen the dowels (Figure
20-1 7).
8. Remove the tapered dowels and both axle
shafts from the axle assembly.
9. On dual range units disconnect shift unit air
Jack Stands lines. Remove shift unit, catching oil that will
___) escape from reservoir.
10. Place a hydraulic roller jack under the differ-
FIGURE 20-1 6 Supporting truck with jack stands ential carrier to support the assembly (Figure
under each spring seat. (Courtesy of ArvinMeritor 20-1 8).
Inc.I 11. Remove all but the top two carrier-to-housing
capscrews or stud nuts and washers.
12. Loosen the t o p two carrier-to-housing fas-
1 . If the truck is equipped with a dual range teners and leave them attached t o t h e
axle, shift the axle to the low range. assembly. The fasteners will hold the carrier
2. Use a jack t o raise t h e end of t h e t r u c k in the housing.
where the axle is mounted. 13. Loosen the differential carrier from the axle
3. Put jack stands under each spring seat of housing. U s e a leather mallet t o hit t h e
the axle t o hold the truck in the raised posi- m o u n t i n g flange of t h e carrier at several
tion (Figure 20-16). points.
- Heavy-Duty Truck Axle Service and Repair 631

\ \ Brass Hammer

FIGURE 20-1 9 Place the removed differential car-


rier in a repair stand. /Courtesy of ArvinMeritor Inc.)
Driving Lugs

FIGURE 20-1 7 Loosen the tapered dowels with a


brass drift and large hammer. (Courtesy of R E M O V I N G DIFFERENTIAL AND
ArvinMeritor Inc.l R I N G GEAR F R O M CARRIER
Before disassembling the carrier, inspect the hypoid
gear for damage. If the inspection shows no dam-
age, the same gear set can be reused. Measure the
backlash of the gear set and make a note of the
dimension (see adjustment section in this chapter).
The backlash must be adjusted to the same dimen-
sion after the gear set is reinstalled into the carrier.
Best overhaul results are obtained when used gear-
Wood
Block ing is adjusted to run in established wear patterns.
Omit this procedure if gear set is to be replaced.
To remove the differential and ring gear from the
carrier, do the following:

Rollel 1 . Loosen the jam nut on the thrust screw (if


Jack
applicable; some carriers d o not have a
thrust screw).
FIGURE 20-1 8 Support the differential carrier
2. Remove the thrust screw and jam nut from
with a hydraulic jack. (Courtesy of ArvinMeritor Inc.)
the differential carrier (Figure 20-20).
3. Rotate the differential carrier in the repair
14. Carefully remove the carrier from the axle stand until the ring gear is at the top of the
housing using the hydraulic roller jack. Use a assembly.
pry bar that has a round end to help sepa- 4. Mark one carrier leg and bearing cap for the
rate the carrier from the housing. purpose of correctly matching the parts
when the carrier is reassembled. A center
punch and hammer can be used to mark the
CAUTION: The unit is heavy. Use jacks and parts (Figure 20-21). Do not use paint as it
hoists. may contaminate the unit.
5. Remove the cotter keys, pins, or lock plates
that hold the two bearing adjusting rings in
15. Remove and discard the carrier-to-housing position. Use a small drift and hammer to
gasket. remove the pins. Each lock plate is held in
16. Lift the different~alcarrier by the input yoke position by two capscrews (Figure 20-22).
or flange and put the assembly in a repair 6. Remove the capscrews and washers that
stand (Figure 20-19). Use a lifting tool or hold the two bearing caps on the carrier. Each
hoist for this procedure. cap is held in position by two capscrews and
632 Chapter Twenty ~-

Removing
Cotter Key

\ X

FIGURE 20-20 Thrust screw, j a m nut, and thrust


blocl(. (Courtesy of ArvinMeritor Inc.J

FIGURE 20-22 Removing the (A) cotter Ikeys or (0)


loci< plate from adjusting rings (Courtesy of
ArvinMeritor Inc.)

FIGURE 20-2 1 Marking the carrier parts for


reassembly. /Courtesy of ArvinMeritor 1nc.J

Bearing Cap Bearing


\ Adjusting Ring

washers. When reusing the gear set, remove


the left-hand bearing cap, adjuster, and lock
as a unit. This will help return the gear set to
its original adjustment during reassembly.
7. Remove the bearing caps and bearing
adjusting rings f r o m t h e carrier ( F i g u r e
20-23).
8. Safely lift t h e differential a n d ring gear
assembly from the carrier and put it on a
work bench.
9. Remove the thrust block (if provided) from
inside the carrier. (The thrust block will fall
into the carrier when the thrust screw is FIGURE 20-23 Removal of the bearing cap and
removed.) adjusting ring. (Courtesy of ArvinMeritor Inc.)
- Heavy-Duty Truck Axle Service a n d Repair 633

DISASSEMBLING DIFFERENTIAL
AND R I N G GEAR ASSEMBLY
To disassemble the differential and ring gear assem-
bly, do the following:

1. If the matching marks on the case halves of


the differential assembly are not visible, mark
each case half with a center punch and ham- A Correct Wrong
mer. The purpose of the marks is to match B
the plain half and flange half correctly when FIGURE 20-25 (AJDrill and punch out rivets. (BJ
reassembling the carrier. Never use a hammer and chisel to remove rivets.
2. Remove all hardware that holds the case (Courtesy of ArvinMeritor Inc.J
halves together.
3. Separate the case halves. Use a brass, plas-
tic, or leather mallet to loosen the parts.
4. Remove the differential spider (cross), four Press the rivets through the holes in the
pinion gears, two side gears, and six thrust ring gear and flarlge case half. Press from
washers from inside the case halves (Figure the drilled rivet head.
20-24).
5. If the ring gear needs to be replaced, remove
the hardware that holds the gear t o the CAU'TION: Do not remove the rivet heads or
flange case half. If rivets hold the ring gear to rivets with a chisel and hammer because this can
the flange case half, remove them as follows: damage the flange case half or enlarge the rivet
Carefully center punch each rivet head in holes, resulting in loose rivets.
the center, on the ring gear side of the
assembly.
Drill each rivet head on the ring gear side
6. Separate the case half and ring gear using a
of the assembly to a depth equal to the press. Support the assembly under the ring
thickness of one rivet head. Use a drill bit gear with metal or wooden blocks and press
that is l/32 inch smaller than the body
t h e case half t h r o u g h the gear (Figure
diameter of the rivets (Figure 20-25).
20-26).
7. If t h e differential bearings need t o b e
replaced, remove the bearing cones from the
case halves. Use a bearing puller or press to
remove them.

I I ,Press

Thrust Washers

Supports

FIGURE 20-24 Disassembling the differential and FIGURE 20-26 Pressing the flange case half out
ring gear. (Courtesy of ArvinMeritor Inc.) of the ring gear. (Courtesy of ArvinMeritor 1nc.J
634 Chapter Twenty

REMOVING DRIVE PINION


A N D BEARING CAGE
To remove the drive pinion and associated bearing
cage from the carrier, do the following:

1. Fasten a yoke or flange bar to the input yoke


or flange. The bar will hold the drive pinion in
position when the nut is removed (Figure
20-27).
2. Remove the hardware from the drive pinion.
Then, remove the yoke or flange bar.
3. Remove the yoke or flange from the drive
pinion. If the yoke or flange is tight on the
pinion, use a puller for removal.
4. Remove the hardware that holds the bearing FIGURE 20-29 Removing the drive pinion and
cage in the carrier (Figure 20-28). bearing cage. (Courtesy of ArvinMeritor Inc.)

5. Remove the cover and seal assembly and


the gasket from the bearing cage. If the
cover is tight on the bearing cage, use a
brass drift and hammer for removal.
6. If the pinion seal is damaged, remove the
seal from the cover. Use a press and sleeve
or seal driver. If a press is not available, use
a screwdriver or small pry bar for removal.
Discard the pinion seal.
7 . Remove the drive pinion cage and shims
from the carrier (Figure 20-29).
8. If the shims are in good condition, keep the
shims together for use later during reassem-
bly of the carrier.
9. If the shims are to be discarded because of
damage, first measure the total thickness of
the pack. Make a note of the dimension. 'The
B // Yoke Bar
dimension will be needed to calculate the
depth of the drive pinion in the carrier when
FIGURE 20-27 Removing the input (A) flange or the gear set is installed.
(BJyol<e. (Courtesy of ArvinMeritor 1nc.J
DISASSEMBLING DRIVE PINION
A N D BEARING CAGE
Bearing Cage
/ To disassemble the drive pinion and bearing cage,
do the following:

1. Put the drive pinion and bearing cage in a


press. The drive shaft must be toward the
top of the assembly.
2. Support the bearing cage under the flange
area with metal or wooden blocks.
3. Press the drive pinion through the bearing
cage (Figure 20-30). Do not allow the pinion
FIGURE 20-28 Bearing cage removal. (Courtesy to fall from the press when the bearing is
of ArvinMeritor 1nc.j free.
- Heavy-Duty Truck Axle Service a n d Repair 635

1°F
L!J
Drive
Pinion

Inner

Spigot Bearing

FIGURE 20-30 Pressing the drive pinion from the supports


bearing cage. (Courtesy of ArvinMeritor Inc.]
FIGURE 20-3 1 Pinion bearing removal. (Courtesy
of ArvinMeritor Inc.)

Bearing

4. If the pinion oil seal is mounted directly in the


outer bore of the bearing cage, remove the
seal at this time. Be careful that the mount-
ing surfaces of the bearing cage are not Snap Ring
damaged.
5 . If the seal is a one piece design (without
mounting flange), discard the seal. If the seal
is a triple-lid design (with flange), inspect the
seal for damage. If the surfaces of the seal
and yoke or flange are smooth and not worn
or damaged, it is possible to reuse the seal
again d u r i n g reassembly of t h e unit.
However, replacement is recommended to FIGURE 20-32 A snap ring secures the spigot
prevent the cost associated with premature bearing to the pinion shaft. (Courtesy of ArvinMeritor
seal failure in the rebuilt unit. Inc.)
6. If the pinion bearings need to be replaced,
remove the inner and outer bearing cups
from the inside of the cage. Use a press and
sleeve, bearing puller, or a small drift and
hammer.
ASSEMBLING DRIVE P I N I O N
7 . If the pinion bearings need to be replaced,
AND BEARING CAGE
remove the inner bearing cone from the drive To reassemble the drive pinion and bearing cage, do
pinion with a press or bearing puller. The the following:
puller must fit under the inner race of the
cone to remove the cone correctly without 1. Put the bearing cage in a press. Support the
damage (Figure 20-31). bearing cage with metal or wooden blocks.
8. If the spigot bearing needs to be replaced, 2. Press the bearing cup into the bore of the
put the drive pinion in a vise. Install a soft bearing cage until the cup is flat against the
metal cover over each vise jaw to protect the bottom of the bore. Use a sleeve of the cor-
drive pinion. rect size to install the bearing cup.
9. Remove the snap ring from the end of the 3. Put the drive pinion in a press, w ~ t hthe gear
drive pinion (Figure 20-32). head (teeth) toward the bottom.
10. Remove the spigot bearing from the drive 4. Press the inner bearing cone onto the shaft
pinion with a bearing puller. of the drive pinion until the cone is flat
636 Chapter Twenty

Outer Bearing
Cone h 1. If a new drive pinion and ring gear set is to
be installed, or if the depth of the drive pin-
ion has to be adjusted, calculate the thick-
ness of the shim pack. (Refer to section 20.7
of this chapter for the procedures.)
2. lnstall the correct shim pack between the
bearing cage and carrier.
3. Align the oil slots in the shims with the oil
Bearing
slots in the bearing cage and carrier. The use
Spacer
of guide studs will help align the shims
(Figure 20-34).
Bearing
Cage 4. lnstall the drive pinion and bearing cage into
the carrier. If necessary, use a rubber, plas-
tic, or leather mallet to hit the assembly into
position.
5 . If used, install the cover and seal assembly
Inner
Bearing and gasket over the bearing cage (Figure
Cone 20-35).

Guide Studs
FIGURE 20-33 Drive pinion assembly. (Courtesy
of ArvinMeritor Inc.) Three Shims

against the gear head. Use a sleeve against


the bearing inner race if necessary.
5. To install one-piece spigot bearing assem-
blies, put the drive pinion in a press, gear
head teeth toward the top. Press the spigot
bearing onto the end of the drive pinion until
the bearing is flat against the gear head.
lnstall snap ring to secure bearing. Be sure
the snap ring is securely seated. Carrier
6. Apply axle lubricant on the bearing cups in
the cage and bearing cones.
7, lnstall the drive pinion into the bearing cage. FIGURE 20-34 Shim pack installation. (Courtesy
8. lnstall the bearing spacer($ onto the pinion of ArvinMeritor Inc.J
shaft against the inner bearing cone (Figure
20-33).
9. lnstall the outer bearing cone onto the pinion
shaft against the spacer@). Gasket /

10. At this time adjust the pinion bearing pre-


load. (Refer t o section 20.7, Axle Adjust-
ments, Checks, and Tests.)
11. Once the preload has been set and adjusted,
adjust the thickness of the shim pack in the
pinion cage. (Refer to section 20.7 of this
chapter for adjustment procedure.)

INSTALLING DRIVE PINION AND


BEARING CAGE INTO CARRIER Cover and Bearing '
Seal Assembly Cage
After the drive pinion and bearing cage are assembled
and properly adjusted, they can be installed into the FIGURE 20-35 The cover and seal assembly and
carrier. lnstall the assembly into the carrier as follows: gasket should be mounted to the bearing cage.
- Heavy-Duty Truck Axle Service a n d Repair 637

6. Align the oil slots in the cover and gasket R~ng


with the oil slot in the bearing cage. Gear
7. lnstall the bearing cage to the carrier and
tighten all hardware to the correct torque value.
8. lnstall the input yoke or flange onto the drive
pinion. The yoke or flange must be against
the outer bearing for proper installation.
9. Tighten the pinion nut to the correct torque
value. Use the yoke or flange bar during the
torquing operation.

ASSEMBLING DIFFERENTIAL Bolt Head


A N D RING GEAR Against Gear

Shop Talk FIGURE 20-36 Ring gear installation to flange


case half.
During assembly, do not press a cold ring gear onto
the flange case half. A cold ring gear will damage
the case half because of the tight fit. Metal particles
between the parts will cause gear runout that Ring
exceeds specifica tions. Gear

To assemble the differential and ring gear, do the


following:

1. Expand the ring gear by heating it in a tank


of water to a temperature of 160-1 80°F for
10-15 minutes. Do not use a torch for this
operation.
2 . Safely lift the ring gear onto the flange case
half immediately after the gear is heated. If
the ring gear does not fit easily on the case
half, reheat the gear.
3. Align the fastener holes of the ring gear and
the flange case half. Rotate the ring gear as
needed.
4. lnstall the proper hardware that holds the
ring gear to the flange case half, lnstall the
bolts from the gear side of the assembly. The
bolt heads must be against the ring gear
(Figure 20-36).
5. Tighten the bolts to the correct torque value.
If rivets are used to hold the ring gear to the
Check for
flange case half, install the correct size rivets Gap with
in pairs opposite each other from the case Gauge
,003''
half side of the assembly. The rivet heads
must be against the flange case half (Figure
20-37A). Press the rivets into position from
the ring gear side of the assembly using a FIGURE 20-37 (AJlnstall rivets in pairs; (BJ check
riveter machine and the manufacturer's for caps between the rear gear and case flange.
specified pressure. Hold riveting pressure for (Courtesy of ArvinMeritor Inc.]
at least 1 m i n u t e a n d c h e c k for g a p s
between the back surface of the ring gear 6. lnstall the bearing cones on both of the case
and the case flange using a 0.003 inch thick- halves (Figure 20-38). Use a press and
ness gauge (Figure 20-376). sleeve if necessary to install the cones.
638 Chapter Twenty

1 Thrust

Plain
Case Half

Bearing
Cone

FIGURE 20-40 Spider, differential pinion, and


--=_--- side gear installation. (Courtesy of ArvinMeritor Inc.)

12. Put the plain half of the differential case over


the flauge half and gears. Rotate the plain
half as needed to align the match marks.
13. lnstall hardware into the case halves. The
distance between fasteners must be equal.
FIGURE 20-38 Bearing cone installation in case Tighten the fasteners to the correct torque
half. (Courtesy of ArvinMeritor Inc.J value in a pattern opposite each other.
14. Check the differential rolling resistance of the
differential gears. (Refer to section 20.7 of
this chapter for the procedure.)

INSTALLING DIFFERENTIAL A N D
RING GEAR INTO CARRIER
Washer
To install the assembled differential and ring gear set
Case Half
into the carrier, do the following:

1. Clean and dry the bearing cups and bores of


the carrier legs and bearing caps.
2. Apply axle lubricant on the inner diameter of
the bearing cups and onto both bearing
c o n e s that are assembled on the case
halves.
3. Apply a suitable adhesive in the bearing
bores of the carrier legs and bearing caps.
4. lnstall the bearing cups over the bearing
FIGURE 20-39 Side gear installation. [Courtesy of c o n e s that are assembled on the case
ArvinMeritor Inc.) halves.
5. Safely lift the differential and ring gear
assembly and install into the carrier.
7. Apply axle lubricant on the inside surfaces of 6. lnstall both of the bearing adjusting rings in-
both case halves, spider, thrust washers, to position between the carrier legs (Figure
side gears, and differential pinions. 20-41). Turn each adjusting ring hand-tight
8 . Put the flange case half on a bench, with the against the bearing cup.
ring gear teeth toward the top. 7. Install the bearing caps over the bearings
9. lnstall one thrust washer and side gear into and adjusting rings in the correct location as
the flange case half (Figure 20-39). marked before removal (Figure 20-42).
10. lnstall the spider, differential pinions, and 8. Tap each bearing cap into position with a
thrust washers into the flange case half light leather, plastic, or rubber mallet. The
(Figure 20-40). caps must fit easily against the bearings,
11, lnstall the second side gear and thrust adjusting rings, and carrier.
washer over the spider and differential pin- 9. lnstall the hardware that holds the bearing
ions (Figure 20-40). caps to the carrier. Tighten all hardware by
- Heavy-Duty Truck Axle Service a n d Repair 639

INSTALLING DIFFERENTIAL
CARRIER INTO AXLE HOUSING
To install the assembled differential carrier into the
axle housing, do the following:

Clean the inside of the axle housing and the


carrier mounting flange. Using a cleaning
solvent and clean shop cloths to remove dirt
and foreign matter. Blow dry the cleaned
areas with air. Wear appropriate eye protec-
tion.
Inspect the axle housing for damage. Repair
or replace if necessary.
Check for loose studs in the mounting sur-
face of the housing where the carrier fastens.
Installation of adjusting rings. Remove and clean the studs that are loose.
FIGURE 20-41
Apply liquid adhesive to the threaded holes
(Courtesy of ArvinMeritor Inc.)
and install the studs into the axle housing.
Tighten the studs to the correct torque value.
Apply silicone gasket material to the mount-
ing of the housing where the carrier fastens
(Figure 20-43).
Install hardware in the four corner locations
around the carrier and axle housing. Tighten
the fasteners hand-tight at this time.
Carefully push the carrier into position.
Tighten the four fasteners two or three turns
each in a pattern opposite each other.
Repeat step 7 until the four fasteners are
tightened to the correct torque value.
Install the other fasteners that hold the car-
rier in the axle housing. Tighten the fasteners
to the correct torque value.
Connect the driveline universal joint to the
pinion input yoke or flange on the carrier.
Install the gaskets and axle shafts into the
FIGURE 20-42 Installation of bearing caps using axle housing and carrier (Figure 20-44). The
match marks. (Courtesy of ArvinMeritor 1nc.J

hand first and then torque to the correct val-


ues.
Do not install the cotter keys or lock plates
that hold the bearing adjusting rings in posi-
tion. Continue the overhaul procedure by
performing t h e following checks and/or
adjustments:
a. Adjust preload of differential bearing.
b. Check runout of ring gear.
c. Adjust backlash of ring gear.
d. Check and adjust tooth contact pattern. Silicone Gasket Bead
e. Adjust the thrust screw.
FIGURE 20-43 Application of silicone gasket
'These checks and adjustments are described in material to the mounting surface of the axle hous-
section 20.7 of this chapter. ing. (Courtesy of ArvinMeritor Inc.)
640 Chapter Twenty

Capscrew Gasket
or stud ~ u t /

I
Axle Shaft
Hub

FIGURE 20-44 Installing the gaskets and axle


shafts into the axle housing and carrier. (Courtesy of
ArvinMeritor Inc.)

gasket and flange of the axle shafts must fit


flat against the wheel hub.
12. Install the hardware that fastens the axle
shafts t o the wheel hubs. Tighten t o the cor-
rect torque value.
13. If the wheel hubs have studs, install t h e
tapered dowels at each stud and into the
flange of the axle shaft. Use a punch or drift
and hammer if needed. Install the hardware
on the studs and tighten t o the correct
torque value.

POWER DIVIDER REPLACEMENT


The power divider can b e replaced with the axle
assembly in or out of the truck chassis and with the
differential carrier in place in the b a ~ j ohousing.
During removal and installation, the power divider
must be supported as a safety precaution. Exercise
caution to prevent injury or damage.
If the differential carrier is out of chassis, use a FIGURE 20-45 Attaching power divider w l t h
chain hoist to remove the power divider. Fasten the chain hoist and sling. (Courtesy of Roadranger
chain to the input yoke or flange. If the differential Marketing. One great drive train from t w o great
carrier is in chassis, use a transmission jack or a companies-Eaton and Dana Corporations)
chain hoist and sling to remove the power divider.
Wrap the sling strap around the power divider and
attach it t o the chain hoist hook (Figure 2 0 4 5 ) . 5. T o remove t h e p o w e r divider assembly,
To replace a power divider, do the following: remove cover capscrews and lock washers.
Support the power divider with a suitable
1. Disconnect the drive shaft from the differen- jack or chain hoist.
tial carrier. 6. Tap the back face of the input yoke or flange
2. Loosen, but do not remove, the input yoke or t o separate the cover from the differential
flange nut. carrier. If the cover does not separate easily,
3. Disconnect the lockout air line. tap the sides of the cover near the dowel pin
4. Position a drain pan under the power divider locations (Figure 20-46).
cover. 7. Drain lube from the differential.
- Heavy-Duty Truck Axle Service and Repair 64 1

Dowel
Pin

Socket H e a d

Location

FIGURE 20-46 Power divider cover dowel pin


locations. [Courtesy of Roadranger Marketing. One
great drive train from t w o great companies-Eaton
and Dana CorporationsJ FIGURE 20-47 Installation of the shaft assembly
into the differential carrier. [Courtesy of Roadranger
Marketing. One great drive train from two great
Pull the power divider assembly forward until companies-Eaton and Dana Corporations)
it is completely free of the carrier.
With the power divider removed, the inter-
axle differential can be lifted off the output
shaft side gear.
If necessary, remove the output shaft by dis-
connecting the interaxle driveline. Remove
the nut and output shaft yoke. Pull the out-
put shaft assembly out of the carrier.
After repairing and/or replacing all defective
components, lubricate them before replacing
the power divider into the carrier.
If the output shaft was removed, lubricate
the O-rings and then install the shaft assem-
bly into the differential carrier and housing
cover (Figure 20-47). Be sure to lubricate
the seal lip.
Make sure the yoke or flange is clean and
dry. Then, install the yoke or flange self-
locking nut. Torque the nut t o the correct FIGURE 20-48 Installation of the interaxle differ-
torque value. ential. (Courtesy of Roadranger Marketing. One
lnstall the interaxle differential on the output great drive train from two great companies-Eaton
shaft side gear (with the nuts facing away and Dana Corporations]
from the side gear) (Figure 20-48).
Use a silicone rubber gasket compound on assembly. The output shaft should turn when
the differential carrier mating surfaces. the input shaft is rotated.
M a k e c e r t a i n t h a t t h e d o w e l p i n s are 18. Install the power divider cover capscrews
installed in the carrier. Then, install the and lock washers, torquing capscrews to the
power divider to the carrier. Use a transmis- correct torque value.
sion jack or chain hoist and sling to support 19. Check and adjust the input shaft end play.
the power divider. With the power divider assembled to the dif-
During installation, rotate the input shaft to ferential carrier, check end play with a dial
engage the input shaft splines with the inter- indicator. End play typically should b e
axle differential. After installation, again 0.003-0.007 inch, but check the service
rotate the input shaft to check for correct manual. If necessary, adjust the end play.
642 Chapter Twenty

20. After the input shaft end play is within speci- 6. Install the yoke, flat washer, and nut. Tighten
fications, complete the assembly procedures nut snugly. Tap the end of the input shaft
by connecting the driveline to the differential. lightly to seat the bearings.
21. Connect the lockout air lines. 7. Measure the input shaft end play again with
22. Fill the axle to the proper lube level. the dial indicator. If end play is still incorrect,
repeat steps 3-7.
End Play Adjustment 8. With the end play correct, seal the shim pack
t o prevent lube leakage. Then, torque the
Input shaft end play requirements will vary with oper-
input shaft nut and cover capscrews to the
ating conditions, mileage, and rebuild procedures.
correct value.
To measure and adjust end play, do the following:

1. With the power divider assembled to the dif-


ferential carrier, measure end play with a dial
indicator positioned at the yoke end of the
AXLE ADJUSTMENTS,
input shaft (Figure 20-49). CHECKS, AND TESTS
2. Move the input shaft axially and measure the
end play. A new power divider or a used unit This section o f t h e chapter introduces t h e axle
rebuilt with new parts should read an end adjustments, checks, and tests that the truck techni-
play of 0.003-0.007 inch. A rebuild job with cian must be capable of performing. For the most
reused parts should read from 0.01 3-0.01 7 part, the procedures described here are general in
inch. nature. The truck technician should refer to the man-
3. If the end play is not correct, remove the ufacturer's service manuals for specific procedures.
i n p u t s h a f t n u t , flat w a s h e r , a n d y o k e .
Remove the bearing cover capscrews and
lock washers. Then remove the cover and
PINION BEARING PRELOAD
shim pack.
ADJUSTMENTS
4. To increase end play, add shims to the shim Most late-model axles are provided with a press fit
pack. To decrease end play, remove shims outer bearing on the drive pinion gear. Some of the
from the shim pack. early model axles use an outer bearing, which slips
5. To reassemble the input shaft, install the over the drive pinion. The procedures for adjusting
adjusted s h i m p a c k a n d b e a r i n g c o v e r . both types are given in the following paragraphs.
Install capscrews a n d lock washers and
torque to correct value. Press Method Adjustment
To adjust the pinion bearing preload using the press-
fit method, do the following:

1. Assemble the pinion bearing cage, bearings,


spacer, and spacer washer (without drive
pinion or oil seal). Center the bearing spacer
and spacer washer between the two bearing
cones (Figure 20-50).
2. When a new gear set or pinion bearings are
used, select a nominal size spacer based on
manufacturer's specifications. If original
parts are used, use a spacer removed during
disassembly of the drive.
3. Put the drive pinion and cage assembly in a
press, with the gear teeth toward the bottom.
4. Apply and hold the press load to the pinion
bearing. As pressure is applied, rotate the
bearing cage several times so that the bear-
FIGURE 20-49 Measuring end play with a dial ings make normal contact.
indicator. (Courtesy of Roadranger Marketing. One 5. While pressure is held against the assembly,
great drive train from t w o great companies-Eaton wind a cord around the bearing cage several
and Dana Corporations) times.
Heavy-Duty Truck Axle Service and Repair 643

lnner For example:


lnner Bearin ler 7.5 Ib. x 3.31 in. = 24.8 in.-lb. (preload) or
Bearing Bearing
24.8 in.-lb. x 0.1 13 = 2.8 N*m. (preload)
Cone Cone
3.4 kg x 8.4 cm = 28.6 kg-cm (preload) or

b Bearing
-. Bearing
Cage
28.6 kg-cm x 0.098 = 2.8 N*m. (preload)
11. If necessary, adjust the pinion bearing pre-
load by changing the pinion bearing spacer.
A thicker spacer will decrease preload while
a thinner spacer will increase the preload.
12. Once the correct bearing preload has been
Spacer
Washer established, note the spacer size used.
Select a spacer 0.001 inch larger for use in
FIGURE 20-50 Assembly of the pinion bearing the final pinion bearing cage assembly pro-
cage. (Courtesy of Roadranger Marketing. One great cedures. The larger spacer compensates for
drive train from two great companies-Eaton and slight growth in the bearing, which occurs
Dana Corporations) when pressed on the pinion shank. The trial
spacer pack will result in proper pinion bear-
Sleeve must apply
ing preload in three of four cases.
pressure to back
r e ~~o~ut:, Yoke or Flange Method of Adjustment
/

To adjust the pinion bearing preload using the yoke


or flange method, proceed as follows:

1. Assemble the complete pinion bearing cage


as recommended in the press method.
2. A forward axle pinion is equipped with a heli-
cal gear. For easier disassembly during bear-
ing adjustment procedures, use a dummy
yoke (if available) in lieu of the helical gear.
FIGURE 20-5 1 Cage in press to check bearing 3. Install the input yoke or flange, nut, and
preload. washer on the drive pinion. The yoke or
flange must be against the outer bearing. If
the fit between the yoke or flange splines
6. Attach a spring scale to the end of the cord
and drive pinion splines are tight, use a
(Figure 20-51). Pull the cord with the scale
press t o install the yoke or flange (Figure
on a horizontal line.
20-52).
7 . As the bearing cage rotates, read the value
indicated on the scale.

W
8. Preload is normally specified as torque
required to rotate the pinion bearing cage, so
only take a value reading when the cage is Press
rotating. Starting torque will give a false
reading.
9. To calculate the preload torque, measure the
+ k Input

Flange
diameter of the bearing cage where the cord Shown
was wound. Divide this dimension in half to
get the radius.
10. Use the following procedure to calculate the
bearing preload torque:
Pull (Ib.) x radius (inches) = preload (in.-lb.)
or
Preload (in.-lb.) x 0.1 13 (a conversion con-
stant) = preload (N*m.)
Pull (kg) X radius (cm) = preload (kg-cm) or FIGURE 20-52 Using a press to install the yoke or
Preload (kg-cm) x 0.098 (a conversion con- flange to the drive pinion. (Courtesy of ArvinMeritor
stant) = preload (N*m.) Inc.)
644 Chapter Twenty

the pinion bearing spacer size. A thicker


spacer will decrease preload while a thinner
spacer will increase preload.

DIFFERENTIAL ROLLING
RESISTANCE CHECK
A check to measure and establish the differential's
resistance to rotation is given in the following proce-
dure. To perform this check, a special tool must be
made. The tool can be made from an old axle shaft
that matches the spline size of the differential side
gear. Figure 20-55 illustrates the fabrication details
for this special tool.
To check the differential's resistance to rotation,
FIGURE 20-53 Install the pinion and cage assem- do the following:
bly in the carrier housing. (Courtesy of ArvinMeritor
lnc.) 1. Install soft metal covers over the vise jaws to
protect the ring gear (Figure 20-56).
2. Put the differential and ring gear assembly in
4. Temporarily install the drive pinion and cage the vise.
assembly in the carrier (Figure 20-53).Do
not install shims under the bearing cage.
5. Install the bearing cage to the carrier cap-
screws. Washers are not required at this
time. Tighten the capscrews hand-tight. Approximately 12"
6. Fasten a yoke or flange bar to the yoke or
flange (Figure 20-54).The bar will hold the
drive pinion in position when the nut is tight-
ened.
7. Tighten the nut on the drive pinion to 10-20
in.-lb.
8. Remove the yoke or flange bar.
S I D E VlEW
I
Weld nut to end
9. Attach a torque wrench to the drive pinion of shaft.
nut. Rotate the drive pinion and read the
value i n d i c a t e d o n t h e t o r q u e wrench. E N D VlEW
Preload is correct when the torque required
to rotate the pinion bearing cage is from
FIGURE 20-55 Fabrication details for a special
15-35 in.-lb.
tool to check the rolling resistance. (Courtesy of
10. To adjust the pinion bearing preload, disas-
ArvinMeritor Inc.J
semble the pinion bearing cage and change

Soft Metal Cover

FIGURE 20-54 Using a flange bar to hold the


drive pin~onin position. (Courtesy of ArvinMeritor FIGURE 20-56 Reading the torque value to check
Inc.1 the rolling resistance. (Courtesy of ArvinMeritor Inc.)
- Heavy-Duty Truck Axle Service and Repair 645

3. Install the special tool into the differential 1. Measure the thickness of the old shim pack
u n t ~the
l splines of the tool and one side gear that was removed from under the pinion
are engaged. cage with a micrometer (Figure 20-58).
4. Attach a torque wrench to the nut of the spe- Record the measurement for later use.
cial tool and rotate the differential gears. As 2. Look at the pinion cone (PC) variation num-
the differential gears rotate, read the value ber on the old drive pinion that is being
indicated on the torque wrench (Figure replaced (Figure 20-59). Record this number
20-56). Typical value is 50 pound-feet maxi- also for later use.
mum applied to one side gear. 3. If the old pinion cone number is a plus (+),
5. If the torque value exceeds the specification, subtract the number from the old shim pack
disassemble the differential gears from the thickness that was recorded in step 1.
case halves. 4. If the old pinion cone number is a minus (-),
6. Check the case halves, spider, gears, and add the number to the old shim thickness
thrust washers for the problem that caused that was measured in step 1 .
the torque value to exceed specifications. 5. The value calculated in step 3 or 4 is the
Repair or replace defective parts as required. thickness of the standard shim pack, without
Remove any foreign debris. variation.
6. Look at the pinion cone (PC) variation num-
ber on the new drive pinion that will be
CHECI<ING A N D ADJUSTING SHIM installed. Record the number for later use.
PACI< FOR THE P I N I O N CAGE
This procedure checks and allows for the adjustment
of the thickness of the shim pack used in the pinion
bearing cage. Use this procedure if a new drive pin-
ion and ring gear set is to be installed, or if the depth
of the drive pinion has to be adjusted (Figure 20-57).
To checkladjust the shim pack thickness, do the
following:

FIGURE 20-58 Measuring the thickness of the old


Shim pack shim pack. (Courtesy of ArvinMeritor Inc.)
controls depth
of pinions.

Carrier Pinion
Cone
Variation
Number

FIGURE 20-57 Drive pinion depth controlled by FIGURE 20-59 Location of the pinion cone (PC)
shim pack thickness. (Courtesy of ArvinMeritor Inc.) variation number. (Courtesy of ArvinMeritor Inc.)
646 Chapter Twenty

Dial Indicator
EXAMPLES:

Inches mm

1. Old Shim Pack Thickness


Old PC Number, PC + 2
Standard Shim Pack Thickness
New PC Number, PC + 5
New Shim Pack Thickness
2. Old Shim Pack Thickness
Old PC Number, PC - 2
Standard Shim Pack Thickness
New PC Number, PC + 5
New Shim Pack Thickness
3. Old Shim Pack Thickness
Old PC Number, PC + 2
Standard Shim Pack Thickness FIGURE 20-61 Dial meter attached to carrier-
New PC Number. PC - 5 mounted flange. (Courtesy of ArvinMeritor 1nc.J
New Shim Pack Thickness
4. Old Shim Pack Thickness
Old PC Number, PC - 2 "T" Bar Wrench d
Standard Shim Pack Thickness
New PC Number, PC - 5
New Shim Pack Thickness

FIGURE 20-60 Examples of determining shim


pacl<thicl<ness. (Courtesy of ArvinMeritor 1nc.J

7. If the new pinion cone number is a plus (+),


add the number to the standard shim pack
thickness that was calculated in step 3 or 4.
8. If the new pinion cone number is a minus
(-), subtract the number from the standard
shim pack thickness that was calculated in
step 3 or 4.
9. 'The value calculated in step 7 or 8 is the FIGURE 20-62 Turning the adjusting ring using a
thickness of the new shim pack that will be T-bar wrench. [Courtesy of ArvinMeritor Inc.)
installed. Figure 20-60 illustrates several
examples of determining shim pack thick-
ness. amount of end play shows on the dial indica-
10. Install the drive pinion, bearing cage, and tor. To turn the adjusting rings, use a T-bar
new shim pack into the differential carrier. wrench that engages two or more opposite
notches in the ring (Figure 20-62).
3. Move the differential and ring gear to the left
ADJUSTING PRELOAD OF and right using pry bars as you read the dial
DIFFERENTIAL BEARINGS indicator. Use two pry bars that fit between
One of t w o methods can b e used t o check and the bearing adjusting rings and the ends of
adjust the preload of t h e differential bearings. the differential case (Figure 20-63). Or you
Method one is as follows: can use two pry bars between the differential
case or ring gear and the carrier at locations
1. A t t a c h a dial indicator o n t h e m o u n t i n g other than those just described. In either
flange of the carrier and adjust the indicator case, the pry bars must not touch the differ-
so that the plunger or pointer is against the ential bearings.
back surface of the ring gear (Figure 20-61). 4. Tighten the same bearing adjusting ring so
2. Loosen the bearing adjusting ring that is that no end play shows on the dial indicator.
o p p o s i t e t h e r i n g gear s o t h a t a s m a l l Move the differential and ring gear to the left
Heavy-Duty Truck Axle Service a n d Repair 647

FIGURE 20-63 Using pry bars to adjust play in


the ring gear. [Courtesy of ArvinMeritor Inc.)

and right as needed. Repeat step 3 until zero


end play is reached.
5. Tighten each bearing adjusting ring one
notch from the zero end play measured in
step 4.

A second method of checking preload is to mea-


sure the expansion between the bearing caps after
you tighten the adjusting rings. Use the following
procedure.

1. Turn both adjusting rings hand-tight against FIGURE 20-64 (AJLocation of distances measured
the differential bearings. to check expansion between bearing caps after tight-
2. Measure the distance X or Y between op- ening adjusting rings. (BJ Measuring this distance.
posite surfaces of the bearing caps (Figure (Courtesy of ArvinMeritor Inc.)
20-64A) using a large micrometer of the cor-
rect size (Figure 20-648). Make a note of the
measurement.
3. Tighten each bearing adjusting ring one RING GEAR RUNOUT CHECK
notch.
4. Measure the distance X or Y again. Compare To check the runout of the ring gear, do the follow-
the dimension with the distance X or Y mea- ing:
sured in step 2. The difference between the
two dimensions is the amount the bearing 1. Attach a dial indicator on the mounting flange
caps have expanded. of the differential carrier (Figure 20-65).
Example: Measurements of a carrier. 2. Adjust the dial indicator so that the plunger
Distance X or Y before tightening adjusting or pointer is against the back surface of the
rings = 15.315 inches (389.00 mm). ring gear.
Distance X or Y after tightening adjusting 3. Adjust the dial of the indicator to zero.
rings = 15.324 inches (389.23 mm). 4. Rotate the differential and ring gear while
15.324 inches - 15.315 inches = 0.009 reading the dial indicator. The runout of the
inches (0.23 mm) difference. ring gear must not exceed 0.008 inch (a typi-
If the dimension is less than specification, cal value; refer to the applicable manufac-
repeat step 3 and 4 as needed. turer's service manual for the specific value).
648 Chapter Twenty

ing from 0.010-0.020 inch), adjust the back-


lash as given in steps 6 and 7.
6. Loosen one bearing adjusting ring one
notch, then tighten the opposite ring the
same amount. Backlash is increased by
moving the ring gear away from the drive
pinion (Figure 20-67).Backlash is decreased
by moving the ring gear toward the drive pin-
ion (Figure 20-68).
,---

FIGURE 20-65 Checking ring gear runout


(Courtesy of ArvinMeritor 1nc.J

5. If runout of the ring gear exceeds the specifi-


cation, remove the differential and ring gear
assembly from the carrier. Check the differ-
ential parts including the carrier for the prob-
lem that caused the runout of the gear to
exceed specifications. Repair or replace FIGURE 20-66 Checlc ring gear bacl<lash.
defective components. (Courtesy of Arv~nMeritorInc.)
6. After t h e c o m p o n e n t s are repaired or
replaced, install the differential and ring gear Tighten adjusting ring
into the carrier. on this side.

7. Repeat the preload adjustment of the differ-


ential bearings. 'Then, repeat this runout pro-
cedure.

Increase
CHECI<INGAND ADJUSTING backlash.
RING GEAR BACI<LASH
If the old gear set is installed, adjust the backlash to
the setting that was measured before the carrier was Loosen adjusting ring
on this side.
disassembled. If a new gear set is to be installed,
adjust the backlash to the correct specification for FIGURE 20-67 Adjustments to increase bacl<lash
the new gear set. (Courtesy of ArvinMeritor Inc.)
To check and adjust ring gear backlash, do the
following: Loosen adjusting ring
on this side.

I . Attach a dial indicator onto the mounting


flange of the carrier (Figure 20-65).
2. Adjust the dial indicator so that the plunger
is against the tooth surface at a right angle.
3. Adjust the dial of the indicator to zero.
4. Hold the drive pinion in position.
5. While reading the dial indicator, rotate the
Tighten adjusting ring
differential and ring gear a small amount in on this side.
both directions, against the teeth of the drive
pinion (Figure 20-66).If the backlash read- FIGURE 20-68 Adjustments to decrease bacl<lash.
ing is not within specification (typically rang- (Courtesy of ArvinMeritor Inc.)
Heavy-Duty Truck Axle Service and Repair 649

7. Repeat steps 2-5 until the backlash is within Could vary in length.
specifications. Pattern should cover
112 tooth or more
(face width).
CHECI<ING A N D ADJUSTING
RING GEAR A N D PINION Pattern should
be evenly centered
TOOTH CONTACT between tooth
top land
Correct tooth contact between the pinion and the and root.
ring gear cannot b e overemphasized because
improper tooth contact can lead to early failure of the
axle and noisy operation. The tooth contact pattern
FIGURE 20-7 1 Correct tooth contact pattern for
consists of the lengthwise bearing (along the tooth of
new gearing. (Courtesy of Roadranger Marketing.
the ring gear) and the profile bearing (up and down
One great drive train from two great companies-
the tooth). F i g u r e 20-69 shows ring gear t o o t h
Eaton and Dana Corporations)
nomenclature.

Checking Tooth Contact Pattern


on New Gear Set tact clear of the toe (Figure 20-71). The length of the
pattern in an unloaded condition is approximately
Paint twelve ring gear teeth with a marking com-
one-half to two-thirds of the ring gear tooth in most
pound (Figure 20-70) and roll the gear to obtain a models and ratios.
tooth contact pattern. The correct pattern is well
centered on the ring gear tooth with lengthwise con- Checking Tooth Contact Pattern
on Used Gear Set

\,' Tooth
Used gearing will not usually display the square,
even contact pattern found in new gear sets. The
gear will normally have a pocket at the toe-end of the
gear tooth (Figure 20-72) that tails into a contact line
along the root of the tooth. The more use a gear has
had, the more the line becomes the dominant char-
Heel
acteristic of the pattern.
Top Land

Root Adjusting the Tooth Contact Pattern


Toe
When disassembling, make a drawing of the gear
tooth contact pattern so that when assembling it is
FIGURE 20-69 Ring gear tooth nomenclature.
possible to display the same tooth contact pattern
(Courtesy of Roadranger Marketing. One great drive
observed before disassembly. A correct pattern is
train from two great companies-Eaton and Dana
clear of the toe and centers evenlv along the face
Corporations)
width between the top land and th; root. otherwise,

Pocket might be
extended.

Pattern along the


face wldth
could be longer.

FIGURE 20-70 Application of a marking com-


pound to check tooth contact. (Courtesy of FIGURE 20-72 Correct tooth contact pattern for
Roadranger Marketing. One great drive train from used gearing. /Courtesy of Roadranger Markrting
two great companies-Eaton and Dana One great drive train from two great companies-
Corporations) Eaton and Dana CorporationsJ
650 Chapter Twenty

the length and shape of the pattern are highly vari- These adjustments are interrelated. As a result,
able and are considered acceptable as long as it they must be considered together even though the
does not run off the tooth at any time. If necessary, pattern is altered by two distinct operations. When
adjust the contact pattern by moving the ring gear making adjustments, first adjust the pinion and then
and drive pinion. Ring gear position controls the the backlash. Continue this sequence until the pat-
backlash. This adjustment also moves the contact tern is satisfactory.
pattern along the face width of the gear tooth (Figure
20-73). Pinion position is determined by the size of
the pinion bearing cage shim pack. It controls con-
THRUST SCREW ADJUSTMENT
tact on the tooth depth of the gear tooth (Figure For those differential carriers equipped with a thrust
20-74). screw, perform the following procedure. (If the carrier
does not have a thrust block, proceed to step 4 of
this procedure.)

1. Rotate the carrier in the repair stand until the


back surface of the ring gear is toward the
top.
2. Put the thrust block on the back surface of
the ring gear. The thrust block must be in the
center between the outer diameter of the
gear and the differential case.
3. Rotate the rirlg gear until the thrust block
Pattern too close to tooth top land and hole for the thrust screw, in the carrier,
a n d off center. are aligned.
4. Install the iam nut on the thrust screw, one
half the distance between both ends (Figure
20-75).
5. Install the thrust screw into the carrier until
the screw stops against the ring gear or
thrust block.
6. Loosen t h e t h r u s t one-half t u r n , 180
degrees.
7. Tighten the jam nut to the correct torque
Pattern too close or value against the carrier (typical values range
off tooth root.
from 150-295 pound-feet) (Figure 20-76).
FIGURE 20-73 Two incorrect patterns when
adjusting pinion position. [Courtesy of Roadranger
Marlteting. One great drive train from two great
companies-Eaton and Dana Corporations)

Move rlng gear


away from p ~ n ~ o n
Move ring gear
to Increase
toward pinion /
backlash
to decrease
backlash. /

pattern too far along


Pattern too close to tooth toward
edge of tooth toe. tooth heel.

FIGURE 20-74 Two incorrect patterns when adjusting bacl<lash.(Courtesy of Roadranger Marlceting. One
great drive train from two great companies-Eaton and Dana Corporations)
-Heavy-Duty Truck Axle Service a n d Repair 65 1

and, when required, troubleshooting and com-


Thrust Screw ponent overhaul.
and Jam Nut
= Failure analysis is required to prevent recurrent
failures.
Drive axle carrier components usually fail for
one of the following reasons:
Shock load
Fatigue
Spinout
Lubrication
Normal wear
Most differential carriers are replaced as
rebuilt/exchange units, so the role of the techni-
cian is, more often than not, to diagnose the
FIGURE 20-75 Installing the jam nut on the problem, and then, if necessary, replace the
thrust screw. (Courtesy of ArvinMeritor Inc.) defective assembly.
The technician that has disassembled and
reassembled a differential carrier will find this
troubleshooting procedure easier to follow.

REVIEW QUESTIONS
Hold thrust
screw in position 1. Technician A says that the gear oil in a differen-
Tighten jam nut
to correct torque tial carrier axle should be changed every 3,000
miles. Technician B says that the differential car-
rier should be flushed with kerosene at every oil
change. Who is correct?
a. Technician A
b. Technician B
c. both Technicians A and B
d. neither Technician A nor B
2. A truck is producing rear axle noise only during
turns. Technician A says that a likely cause of the
problem is excessive backlash between the side
gears and the differential pinions. Technician B
says that the problem is probably excessive
FIGURE 20-76 Tighten the jam nut to the correct backlash between the drive pinion and the ring
torque value. (Courtesy of ArvinMeritor Inc.) gear. Who is correct?
a. Technician A
b. Technician B
c. both Technicians A and B
AXLE ALIGNMENT A N D TRACI<ING d. neither Technician A nor B
The procedures for proper axle alignment and track- 3. Technician A says that ring gear backlash is cor-
ing can be found within this textbook in Chapter 19. rectly adjusted by alternately loosening and
tightening the bearing adjusting rings. Technician
B says that the tooth contact pattern can be
SUMMARY moved closer to the root by increasing the ring
gear backlash. Who is correct?
Adhering to the manufacturer-recommended a. Technician A
lubrication schedules is the key to ensuring the b. Technician B
longest service life from both drive and dead c. both Technicians A and B
axles. d. neither Technician A nor E
Servicing of axles on heavy duty trucks con-
sists of routine inspection, lubrication, cleaning,
652 Chapter Twenty

4. Which of the following would indicate that the 8. When planning to drain and replace the lubricant
level was correct when checking lube oil level in in a differential carrier, which of the following is
a differential carrier housing with the full plug preferred?
removed? a. drain when the lubricant is at operating
a. oil spilling from fill hole temperature
b, oil level exactly even with bottom of fill hole b. flush with kerosene
c. oil level within one finger joint of fill hole c. drain after allowing to cool overnight
d. oil level within one inch of fill hole d. flush with solvent
5. A highway truck is used in a linehaul application. 9. After a differential carrier overhaul, which of the
Typically, when should the gear oil in the differ- following methods would best ensure that the
ential carrier be changed after the initial oil wheel bearings receive proper initial lubrication?
change? a. fill the differential carrier to the inter-axle
a. every 3,000 miles differential fill hole
b. every 25,000 miles b. fill the differential carrier through the axle
c. every 50,000 miles breather
d. every 100,000 miles c. jack the vehicle at each wheel for one minute,
then level and check fill hole level
6. Which gear lube viscosity rating is recommended
d. remove each axle shaft rubber fill plug and fill
for use in a differential carrier in a truck operating
to the indicated oil level
in temperatures of minus 30°F?
a. 75W 10. Which of the following measuring tools should be
b. 80W used to check ring gear runout?
C. 80W-90 a. fish scale
d. 80W-140 b. torque wrench
c. thickness gauges
7. Which type of lubricant is recommended when
d. dial indicator
hypoid gearing is used in a differential carrier?
a. synthetic lube
b. API GL-4
c, any EP rated lubricant
d. any API rated lubricant

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