ODF-1 - Learning Material
ODF-1 - Learning Material
DIESEL MECHANIC
CODE: ODF-1
INDEX
The following elements are contained in this learning guide:
SOURCE REFERENCES
OBJECTIVE
You will be learning towards the outcome “Strip, clean and inspect a differential and final
drive”. Whilst learning towards the outcome you will be required to achieve the following:
Strip, clean and inspect the differential and final drive.
During this process you must adhere to certain specified requirements as listed in the
Module.
A practical test will be set at the end of the module and must be completed without using
references.
For the practical test, the learner will be given a rear axle with a differential and final
drive and all the necessary tools and equipment.
The following standards must be achieved:
a. The operation of the differential described correctly.
b. The operation of the final drive described correctly.
c. The differential stripped in the correct sequence.
d. The final drive stripped in the correct sequence.
e. All the component parts were thoroughly cleaned.
f. The condition report correctly completed.
g. There must not be any damage to any fasteners.
h. There must not be any damage to tools and equipment.
First Published : March 2003
Created : 01 February 2003
Revision No: 002
Revised : March 2015
TRG 9
Owner : Learnership Department
Page 4 of 52
Diesel Mechanic: Module ODF-1
- Mining Qualifications Authority - All rights reserved.
ODF-1
NOTE: Before doing the practical work contained in this module, the learner must study the
content of the above HIAC form again and then sign the statement below.
The above risks, which will be encountered in this module, are fully understood and will be
controlled during the practical work.
Signature of learner:
Date:
Gear Teeth
Bearing Surfaces
Seal Surface
Bearings
Seals
Retaining Nut
Threads on Shaft
Remarks:
Gear teeth
Bearings
Remarks:
No.2
No.3
No.4
No.2
No.2
No.3
No.4
Roller Bearings
Bearing Surfaces
Thrust Washers
No. 2
Remarks:
No. 2
No. 3
No. 4
No. 2
No. 3
No. 4
No. 2
No. 3
No. 4
Remarks:
Splines
Bearing Surface
Seal Surface
Bearing
Shaft (bent/broken)
Remarks:
Remarks:
INTRODUCTION
ITEM / TASK: Introduction
DESCRIPTION:
In Modules OMT and CLU it was explained that the clutch in a power train is used to
disconnect the engine from the power train, allowing the engine to run while the machine is
standing still. The clutch also engages the power train to move the machine. See Fig. 1.
Fig 1
A transmission enables changes in the speed of the drive wheels in relation to the engine
power. This allows slower speeds when starting to move the machine and faster speeds to
match various loads and conditions. In this module we will cover the transmission up to the
drive wheels by explaining the function of the differential and final drive.
The exploded view shows all the major parts of a differential assembly.
The Crown / Ring gear bolts to the differential case.
The carrier bearings are adjusted using large nuts.
Study the part names and how they fit together.
OPERATION
• The differential case with ring-gear, and the drive pinion are mounted in
opposed taper roller bearings in the one piece rear axle carrier.
• The rear axle drive pinion receives its power from the engine through the
transmission and drive shaft.
• The drive pinion rotates the differential case through engagement with the ring
gear, which is bolted to the differential case flange.
• Inside the differential case are two differential pinions (planetary gears)
mounted on the differential pinion (Planetary)shaft, which is pinned to the
housing.
• These gears are engaged with the side (sun) gears, to which axle shafts are
splined. Therefore, as the differential housing turns, it rotates the axle shafts
and rear wheels.
Pinion gear depth refers to the distance the pinion tends into the carrier. Pinion gear depth
affects where the pinion gear teeth mesh with the ring gear teeth. Pinion gear depth is
commonly adjusted by varying shim thickness on the pinion gear and bearing assembly.
Fig.7 illustrates how shims affect pinion gear both removable and integral carriers.
Pinion bearing preload is frequently adjusted by torquing the pinion nut to compress a
collapsible spacer. The more the pinion nut is torque, the more the spacer will compress to
increase the preload (tightness) of the pinion bearings.
The outer end of the pinion drive gear is splined to the rear universal joint companion flange
or yoke. The inner end of the pinion gear meshes with the teeth on the ring gear. The pinion
gear is normally mounted on tapered roller bearings. They allow the pinion gear to revolve
freely in the carrier. Either a crushable sleeve or shims are used to preload the pinion gear
bearings. Gear preload is a small amount of pressure applied to the bearings to remove
play and excess clearance.
With some differentials, the extreme inner end of the pinion gear is supported by a pinion
pilot bearing. This is a straight roller bearing. The pinion pilot bearing helps the two tapered
roller bearings support the pinion gear during periods of heavy load. See Figure 9 on
previous page.
The ring gear is driven by the pinion gear and transfers rotating power through an angle
change of 90º. The ring gear has more teeth than the pinion gear. Bolts hold the ring gear
securely to the differential case.
The ring gear and pinion gear are commonly a matched set. They are lapped (meshed and
spun together with abrasive compound on their teeth) at the factory. Then, one tooth on
each gear is marked to show the correct tooth engagement.
When a solid spacer is used, pinion gear shims commonly control pinion bearing preload.
The pinion nut is usually torqued to a specific value; decreasing the shims thickness will
increase the bearing preload.
Carrier bearing preload is the amount of force pushing the differential case bearings
together. As with pinion bearing preload, it is critical.
If Carrier bearing preload is too low (bearings too loose), differential case movement and
ring and pinion gear noise can result. If preload is too high (bearings too tight), bearing
overheating and failure can result.
When adjusting nuts are used to set case bearing preload, the nuts are typically tightened
until all the play is out of the bearings. Then, each nut is tightened a specific portion of a
turn to preload the bearings. This is done when adjusting backlash (covered shortly)
Ring gear and pinion backlash refers to the amount of space between the meshing teeth of
the gears. Backlash is needed to allow for heat expansion and lubrication.
As the gears operate, they produce friction and heat. This makes the gears expand,
reducing the clearance between meshing teeth. Without sufficient backlash, the ring and
pinion teeth could jam into each other as they reach operating temperature. The gears
could fail in a short time. Too much ring and pinion backlash could cause gear noise
(whirring, roaring, or clunking).
Ring gear run-out is the amount of wobble (side-to- side movement) produced when the
ring gear is rotated. Ring gear run-out must be within specifications.
To measure ring gear run-out, mount a dial indicator against the back of the ring gear. The
indicator stem should be perpendicular to the ring gear surface. Then, turn the ring gear
and note the indicator reading. See Figure 11.
OPERATION
In the rear axle the ring gear and pinion transmits the power "around the corner" to the
axles as shown in Fig. 13.
If it was only necessary to travel in a straight line, that is all the gearing would be needed at
the rear axle, but when a corner is turned, the outside wheel has to travel a greater distance
than the inside wheel in the same time. (Fig.14).
Engine power comes in on the pinion gear and rotates the ring gear. The four bevel pinions
and the two bevel gears are carried around by the ring gear and all the gears rotate as one
unit. Each axle receives the same torque and so each wheel turns at the same speed.
Turning corners:
When the vehicle turns a sharp corner, only one wheel is free to rotate as shown in Fig. 16.
Again, engine power comes in on the pinion gear and rotates the ring gear, carrying the
bevel pinions around with it. However, the right-hand axle is held stationary and so the
bevel pinions are forced to rotate on their own axis and "walk around" the right-hand bevel
gear.
Since the bevel pinions are in constant mesh with both bevel gears, the left-hand bevel
gear is forced to rotate because it is subjected to the turning force of the ring gear, which is
transmitted through the bevel pinions (Fig.16) through the sun gear to the outer wheel.
During one revolution of the ring gear, the left-hand bevel gear makes two revolutions - one
with the ring gear and another as the bevel pinions "walk around" the other bevel gear.
Therefore the speed of the outer wheel will increase with the same amount that the speed
of the inner wheel had decreased.
SELF TEST 1
Answer the questions below without referring to your notes:
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
First Published : March 2003
Created : 01 February 2003
Revision No: 002
Revised : March 2015
TRG 9
Owner : Learnership Department
Page 23 of 52
Diesel Mechanic: Module ODF-1
- Mining Qualifications Authority - All rights reserved.
_______________________________________________________________________
_______________________________________________________________________
4. Define backlash
_________________________________________________________________________
_________________________________________________________________________
________________________________________________________________________
Ask your Training Officer to check your work and if it is correct, to sign below and then go
on to the next section.
DATE : DATE :
SIGNATURE : SIGNATURE :
FINAL DRIVE
Some machines like Trucks, Tractors and earthmoving equipment have final drives on the
axles to further reduce speed and increase torque to move bigger loads. Refer to Fig. 17.
The main types of gearing used are planetary gears.
Planetary gears are simple in design, but their operation is not always understood.
Planetary gears are similar to the solar system (Fig.18).
Each planet pinion gear turns on its own axis while rotating around the sun gear. This is
much like the earth and other planets rotating around the sun. The pinion gears in turn
mesh with the inside of the ring gear.
When power is applied to drive the sun gear or the planet pinion carrier, the entire system
will rotate as a unit unless a restraining force is applied to hold one of the other two
members of the system stationary.
When power is applied to one member of the planetary system, and a brake is applied to
restrain a second member from turning, the remaining part will become a power output
source.
Operation of a final drive
The planetary gear reduction system receives engine power from the differential through
the final drive shaft and sun gear. The sun gear is an integral part of the final drive shaft
and this turns with the shaft (Fig. 19). The sun gear meshes with the planet pinions which
are mounted in the planet pinion carrier.
As the sun gear turns, it forces the planet pinions to "walk around" the inside of the ring
gear as shown by the arrows in Fig. 19. The planet pinion carrier is forced to rotate in the
same direction as the sun gear, thus delivering engine power to the drive wheels, but at
reduced speed and at increased torque to move bigger loads.
SELF TEST 2
_________________________________________________________________________
_________________________________________________________________________
_________________________________________________________________________
_________________________________________________________________________
________________________________________________________________________
Ask your Training Officer to check your work and if it is correct, to sign below and then go
on to the next section.
DATE : DATE :
SIGNATURE : SIGNATURE :
Fig 20
20
3.Turn the hub assembly forward or to the rear until drain plug (3) is in the downward
position
4.Drain the oil from the final drive.
5.Remove bolts
Fig 21
20
Fig 22
20
8. Remove 0-ring seal (4) from the cover assembly. Remove four bolts (6) then remove
plate (5)
from the cover.
Fig 23
20
9. Install a 7/16’’-l4 NC forged eyebolt (4) in the end of the drive axle as shown.
Fig 24
20
10. Pull drive axle out of the final drive approximately 38.1 cm.
Fasten a hoist to the drive axle. Remove drive axle (5). The weight of the drive axle is 34
kg.
Fig 25
20
11. Remove retainer ring (6) from the axle shaft. Remove gear (7).
Fig 26
20
12. Remove three bolts (1) that hold the final drive planet carrier to the wheel assembly.
13. Turn the wheel assembly so drain plug (2) is at the top of the wheel assembly
Fig 27
20
14. Pull the final drive planet carrier forward on the studs approximately 38 mm.
15. Install tooling (A) on the planet carrier as shown.
16. Fasten a hoist to the planet carrier.
17. Remove final drive planet carrier (3). The weight of the final drive planet carrier is 79 kg.
Fig 28
20
18. Check the 0-ring seal on the planet carrier for wear or damage. If necessary, make a
replacement
Fig 29
20
19. Put retainer ring (4) under compression. Slide ring gear (5) forward so that the retainer ring can
not go back into the groove in the ring gear.
20. Put tool (B) in position in the groove of the ring gear as shown. Fasten a hoist to tool (B).
Remove the ring gear. The weight of the ring gear is 24 kg.
Fig 30
20
Fig 31
20
22. Remove the shafts (6) from the carrier. Also the thrust washers and gears
Fig 32
20
23. Inspect and measure the planetary shafts and compare to specifications
24. Check the condition of retainer rings (5), replace the parts if necessary
Fig 33
20
25. Check the condition of gears (4). bearings (I) and (3) and spacers (2), replace the parts
if necessary
Fig 34
20
PRACTICE
Referring to these notes and the workshop manual, practice stripping the final drive.
Ask your Training Officer to check your work and if it is correct, to sign below and then go to
the next section.
DATE : DATE :
SIGNATURE : SIGNATURE :
* Use a centre punch to match mark the differential carrier caps to carrier assembly.
This is to ensure correct match in reassembly (Fig. 35).
* Remove the lock wire and the differential adjusting nut lock.
* Remove the bearing cap bolts and bearing caps (Fig. 36).
* Insert a metal bar through the differential and raise it from the carrier assembly (Fig.
37 on the next page).
* Remove the locking device securing the pinion shaft nut to the pinion shaft.
* Position the socket on the pinion shaft nut.
* Install the flange retainer tool on the flange (Fig. 38).
* Remove the bolts securing the seal retainer to the carrier and remove the retainer
(Fig. 40).
* If necessary, tap with a soft mallet to break the seal between the parts.
* Drive the seal from the pinion oil seal retainer. If required, screw two "jack" bolts in
the holes provided and pull the bearing cage from the carrier assembly (Fig. 41).
This pulls the outer pinion bearing cone from the shaft.
* Turn each bolt equally to prevent damage to the carrier, shaft or bearing.
* After the bearing cage is pulled out a short distance, back off the puller screws and
insert shim-stock or plate under the puller screws before pulling is continued. This is
to reduce possible damage to the shim-pack under the flange of the bearing cage
(Fig. 41).
* Remove the pinion shaft assembly from the carrier (Fig. 42) on the next page..
* Match mark the case halves to ensure correct reassembly as shown in Fig. 43.
* Remove the nuts and bolts and remove the ring gear (Fig. 46).
In some configurations the ring gear is rivetted to the ring gear mounting surfaces.
* Press the pinion shaft from the pinion bearing cage assembly (Fig. 48).
* Press the centre pinion bearing cone from the pinion assembly (Fig. 49).
NB: Some pinion shafts have the inner pinion bearing staked to the pinion shaft,
thus replacing the retaining ring feature.
Staking is a form of nicking a shaft or sleeve to lock it in position (Fig. 50).
* Remove the staking before pressing the bearing from the pinion assembly, using a
suitable small file.
* Press the inner bearing from the pinion assembly (Fig. 51) on the next page.
* If worn or damaged, drive the bearing cups from the pinion bearing cage (Fig. 52).
PRACTICE
Referring to these notes and the workshop manual, practice stripping the final drive.
Ask your Training Officer to check your work and if it is correct, to sign below and then go to
the next section.
DATE : DATE :
SIGNATURE : SIGNATURE :
a) Bearings
* Oil the bearings immediately after cleaning and wrap in a lintless cloth to prevent
rusting. (Refer to Module BRR-1).
b) Bearing cups
* Check the bearing cups for rings, scores, chipping, nicks, or erratic wear patterns.
The pinion cups must be solidly seated.
First Published : March 2003
Created : 01 February 2003
Revision No: 002
Revised : March 2015
TRG 9
Owner : Learnership Department
Page 44 of 52
Diesel Mechanic: Module ODF-1
- Mining Qualifications Authority - All rights reserved.
* Check by attempting to insert a 0,04mm feeler gauge between the cups and the
bottom of their bores.
* When rotated in the cups, the cone and roller assemblies must turn without any
roughness.
* Examine the roller ends for wear.
Step - wear on the roller ends indicate the bearings did not have enough pre-load or
rollers were slightly cocked.
* Test the fit of the bearing adjusters in their threads with the bearing caps installed
Fig 54.
* The adjustors should turn easily when the caps are tightened to specifications. Refer
to the workshop manual.
* Check that the faces of the adjusters that contact the bearing cups are smooth and
square.
* Replace the adjustors or examine the threads in the carrier if they do not fit properly.
e) Gears
* Examine the drive pinion and ring gear teeth for scoring, chips, nicks, or signs of
excessive wear (Fig. 55) on the next page.
The pattern taken during disassembly should be helpful in judging if gears can be re-used.
NB: Worn gears cannot be rebuilt to correct a noisy condition. Gear scoring and
flaking are the result of excessive shock loading, or the use of an incorrect lubricant
- scored gears cannot be re-used.
* Examine the teeth and thrust surfaces of the differential gears (Fig. 56).
Wear on the hub of the differential side gears can cause a chuckling noise known as a
chuckle, when the vehicle is operated at low speeds.
First Published : March 2003
Created : 01 February 2003
Revision No: 002
Revised : March 2015
TRG 9
Owner : Learnership Department
Page 46 of 52
Diesel Mechanic: Module ODF-1
- Mining Qualifications Authority - All rights reserved.
Wear of splines, thrust surfaces or thrust washers can contribute to excessive drive line
back lash.
f) Companion flange
* Ensure that the flat machined surfaces and the bearing cup sockets of the flange
have not been damaged in removing the drive shaft or in removing the flange from
the axle.
* Check that the end of the flange that contacts the oil slinger or pinion front bearing of
flange, is smooth. Refer to Fig. 57.
h) Carrier housing
* Remove any nicks or burrs from the mounting surfaces of the housing.
First Published : March 2003
Created : 01 February 2003
Revision No: 002
Revised : March 2015
TRG 9
Owner : Learnership Department
Page 48 of 52
Diesel Mechanic: Module ODF-1
- Mining Qualifications Authority - All rights reserved.
* Inspect the housing for sand holes or cracks which could cause lubricant leakage.
i) Differential case
* Ensure that the hubs where the bearings mount are smooth (Fig. 60).
If the ring gear run out check during disassembly exceed specifications, the condition could
have been caused by warped gear, a distorted or damaged case, or by excessively worn
differential bearings.
To determine the cause of the excessive run out, assemble the differential case without
the ring gear and make the following checks:
* Mount a dial indicator and then check the face and spigot (pilot) of the ring gear
mounting flange for runout (Fig. 61).
If the runout does not now exceed specifications, install a new ring gear to the case. If the
run out at tighter point is excessive and the gear is true, the condition is due to either the
case of differential side bearings being defective.
* Install new differential side bearings on the case hubs and install the case in the
carrier.
* Check the case run out. If the run out is still excessive, repair or replace the case.
NB: The ring gear and pinion are always matched. Never replace one without the
other.
k) Vent system
* Ensure that the breather hole in the top of the housing is clean, not blocked or
damaged.
l) Thrust block
* Check that the thrust screw is not bent and that the threads in the casing and lock
nut are not damaged (Fig. 62).
* Ensure that the thrust adjusting screw turns freely in the casing.
m) Planetary gears
* Check the planetary pinion shafts and pinion rollers for scouring, chipping, nicks or
uneven wear patterns.
* Check the gear teeth for scouring, chips, nicks or signs of excessive wear.
PRACTICE
Clean all the parts of the differential and final drives, inspect them and complete the condition
report.
DATE : DATE :
SIGNATURE : SIGNATURE :