1/3 Scale Ford 289 Hi-Po

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Thanks for your detailed writeup, Terry. Even though I've bookmarked your prior builds regarding rings, I always learn another tidbit or two.


Lapping the rings isn't for cosmetics. Smooth sides are important because during combustion the bottom face of the ring must seal against the lower face of the piston groove so combustion gasses behind the ring can push and seal the ring to the cylinder wall.
- I always assumed the lapping was more related to dealing with the parting off operation, specifically more variation in thickness dimension & higher potential for edge burr. I didn't consider the seal aspect. So dumb question, now you have a nicely lapped flat ring face. So how does one ensure the quality of the mating ring groove face in typically aluminum is of similar quality? Do you have a preferred tool or treatment for that?


I use 1050F which is a compromise of what others with more metallurgical knowledge than I have recommend. Controlling this temperature in a home shop without a suitable oven can be difficult...

- maybe you mentioned elsewhere, but do you make your fixture & expansion pin from same type of CI

- what kind of oven do you use yourself & what is your recipe for minimum heat/soak duration time? I've seen some documentation specifying time per volume on Durabar grey CI equivalent post #27 https://www.homemodelenginemachinist.com/threads/piston-rings.36318/page-2#post-415318 )


- you mentioned using uncoated inserts steel/CI alloys before(which I assume are the ones engineered for aluminum type alloys) on certain. I have used them myself in steel for similar reasons. The only downside seems to be a bit more fragile (sharper nose radius) & they wear faster (lack of coating?). But my question is more why do they work? I noticed I could actually order coated/steel inserts with the same sharp nose radius as my aluminum ones. In fact it made me look at some 'for stainless' ones I bought out of curiosity which cut better than the regular ones in more typical steel. But another parameter is I think aluminum inserts have a higher rake angle. This is not always easy information to quantify (at least on my tooling back alley locations). One would think this would not be conducive to a better finish or dimensional control in a tougher material. Anyways, any thoughts on this subject as to WHY the uncoated work as they do or you prefer them?
 
Thanks for your detailed writeup, Terry. Even though I've bookmarked your prior builds regarding rings, I always learn another tidbit or two.


Lapping the rings isn't for cosmetics. Smooth sides are important because during combustion the bottom face of the ring must seal against the lower face of the piston groove so combustion gasses behind the ring can push and seal the ring to the cylinder wall.
- I always assumed the lapping was more related to dealing with the parting off operation, specifically more variation in thickness dimension & higher potential for edge burr. I didn't consider the seal aspect. So dumb question, now you have a nicely lapped flat ring face. So how does one ensure the quality of the mating ring groove face in typically aluminum is of similar quality? Do you have a preferred tool or treatment for that?


I use 1050F which is a compromise of what others with more metallurgical knowledge than I have recommend. Controlling this temperature in a home shop without a suitable oven can be difficult...

- maybe you mentioned elsewhere, but do you make your fixture & expansion pin from same type of CI

- what kind of oven do you use yourself & what is your recipe for minimum heat/soak duration time? I've seen some documentation specifying time per volume on Durabar grey CI equivalent post #27 https://www.homemodelenginemachinist.com/threads/piston-rings.36318/page-2#post-415318 )


- you mentioned using uncoated inserts steel/CI alloys before(which I assume are the ones engineered for aluminum type alloys) on certain. I have used them myself in steel for similar reasons. The only downside seems to be a bit more fragile (sharper nose radius) & they wear faster (lack of coating?). But my question is more why do they work? I noticed I could actually order coated/steel inserts with the same sharp nose radius as my aluminum ones. In fact it made me look at some 'for stainless' ones I bought out of curiosity which cut better than the regular ones in more typical steel. But another parameter is I think aluminum inserts have a higher rake angle. This is not always easy information to quantify (at least on my tooling back alley locations). One would think this would not be conducive to a better finish or dimensional control in a tougher material. Anyways, any thoughts on this subject as to WHY the uncoated work as they do or you prefer them?
Peter,
When I cut ring grooves, I use a sharp insert with back clearance, and I practice on the end of a piece of scrap to get the feed and speed for the best surface finish. The insert also needs to be perfectly perpendicular to the axis of the piston. If the measured width of the groove doesn't perfectly match the width of the insert, the insert isn't mounted correctly and the surface finish will suffer.

I've never made the fixture from CI, but I think I'll try it this time. I've typically used 12L14 and 303 stainless. Matching the coefficients of expansion is probably a good idea.

My oven is a Ney Vulcan dental oven. My particular model isn't manufactured any more, but similar ones can be found on ebay.

I like using the high rake inserts on cast iron because they give a good surface finish even though they don't last very long. I'll some times use them for finishing passes on steel and stainless steel as well. On lathes without a lot of rigidity their peeling action seem to give great surface finishes without the chatter.

Terry
 
I needed a break from lapping and started work on the normalization fixture before the second lot of rings was finished. The components of the fixture were machined from some 1144 left over from the crankshaft, and the critical dimensions were taken from the worksheet in a previous post. The machining was straightforward lathe work, and the finished parts are laid out in one of the photos. A spacer was included so the fixture could handle both large and small batches.

All traces of grinding grease were removed from the rings with solvent before they were gapped. Many simply snap their rings over a small drill, but Trimble's math assumes the dowel pin separator will contact the faces of a true radial break. Several years ago I built a cleaver to make these breaks, but when the gaps were opened up with a file and without some sort of alignment tool they tended to wander off course.

A two-sided diamond file was used to open up minimum .004" gaps that were verified inside a spare cylinder liner. The purpose of a ring gap is to allow circumferential expansion of the ring due to the high temperatures in the combustion chambers, and .004" provides a comfortable margin. Risking a broken ring by trying to minimize this gap is penny foolish because the leak it adds is negligibly small. For comparison, a ring that's just a half thousandth undersize can create a leak that's 200 times greater than that from a .004" ring gap.

The rings from the first lot were normalized in two separate batches. After being loaded into the fixture and sealed in argon gas inside a crimped stainless steel 'bag', each batch was held at 1050F for two hours and allowed to slowly cool. An early indicator that all went well is that after cooling the dowel should slide freely through the fixture while the rings hold their shape.

I don't know about others' experiences, but my rings and fixtures invariably wind up covered with ugly black deposits. They're easily burnished off the o.d. of the ring stack using a white scotch brite pad, but the rings also wind up stuck together and have to be carefully separated with an X-acto knife. These deposits appear on every set of rings I've made. Everything that gets sealed in that stainless bag has been ultrasonically cleaned with either naphtha, lacquer thinner, or acetone, and the results are always the same. My next attempt to eliminate these deposits will be to do a low temperature bake-out of the rings and fixture before they're sealed for the actual normalization.
In any event the side faces of the normalized rings were lightly re-lapped with 800g grease to insure they're clean and smooth, and their o.d.'s had to be gripped with yet another shop made tool. - Terry

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The final step in my ring-making process is to light test the rings. A shop tool made up of a 2000 lumen flashlight, a spare cylinder liner, and some turned bits of Delrin were used to sort the rings into subjective A, B, and C fit categories. One of the Delrin pieces is a dummy piston with a diameter turned .020" smaller than the liner i.d. This piston supports the ring while in contact with the wall of the liner and normal to it. Light from the flashlight passes around the piston but is totally blocked by a perfectly fitting ring except at its gap. Depending upon any additional light that gets past the ring, it's classified as A (no additional light), B (usable with just a tiny wisp of excess light), or C (two wisps of light and usable if necessary). Anything worse is discarded.

After finding a couple A and B rings, I realized a large number were going into the discard pile. Microscopic examination uncovered burrs on the outside corners of a number of rings that were most likely raised up during parting. These burrs hadn't been accessible by lapping and could actually be felt with a finger run around the outside corners. A folded postage stamp size piece of 1000g paper carefully rubbed on the rings' o.d.'s removed the burrs without otherwise disturbing their machined surfaces.

When completed, I had 14 A rings, 13 B rings, and 9 C rings. Only 2 rings were scrapped. - Terry

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Very interesting. If we call the ring gap 12 o'clock it appears the light leakage is always around the 7 o'clock position. Wonder why that is????

Have you ever tried inserting a piece of paper in the stainless bag to consume oxygen ? (as it burns). I have seen many who do that to lower any residue.

I always admire your work.
 
Very interesting. If we call the ring gap 12 o'clock it appears the light leakage is always around the 7 o'clock position. Wonder why that is????

Have you ever tried inserting a piece of paper in the stainless bag to consume oxygen ? (as it burns). I have seen many who do that to lower any residue.

I always admire your work.
Sparky,
The 7:00 o'clock thing may be a coincidence due to a too small sample size. I checked another dozen rings and can't say I saw a pattern.

I tried the paper trick when I first started making rings. I was getting some yellowish brown deposits when it occurred to me the brown paper I was using probably had a high sulphur content. I remember trying different papers, but I can't remember what my final conclusion was. I'm guessing I was still having some problem since I switched to a more complex solution with the argon gas. My best results seem to sometimes be a thin black sooty layer, and my worst result is similar to the the thicker nastier deposits shown in my second batch photo. I have to say I don't see any of this stuff when I'm hardening drill rod in the same argon filled stainless bags. It seems specific to the rings and must be related to the lapping grease of the solvent used to remove it. - Terry
 
Mayhugh, this is excellent work and description of your process. Thankyou. Maybe you should write a book?
I saw cast iron rings made in the Hepolite factory in Sunderland back in the 1980s. The only difference to your process (as I remember) was a lapping of rings in bores using a set-up that simulated piston motion in the bore, but while rotating the cylinder as well as oscillating the piston axially up and down the bore. During this process the whole pack of around 100 rings was washed with a fluid that had the lapping medium in suspension. A pity I never got a photo/video of that process!
All my notes remained (company confidential) with my Company - archived for 30 years - so long gone by now. so all I have is memory to rely upon.
Just an idea about the "staining" of cast iron when normalising: Cast Iron contains lots of carbon - with traces of other impurities - so could that be "leaching out" of the metal? A blacksmith (had a traditional country forge and worked on Farmers' equipment mostly) once explained to me that they were "black" smiths from the carbon they beat out of the cast iron during forging, to make steel. He also told me his cheapest source of steel (by tonnage) was reinforcing bar for concrete... reckoned it was stronger than "mild" steel and cleaner than cast iron for forging horse shoes, frames for everything, etc. that he made from steel stock. But not having a scientific understanding at the time I didn't understand it was carbon from within the cast iron that he reckoned they beat out of the metal... I had assumed it was just forge coke and black oxide from the surface..
Thanks for your excellent work. A MODEL lesson in Engineering in itself.
K2
 
I love the finish on the aluminum parts you bead blast. It prompted me to buy the blast cabinet I had been tempted with for years.

A question.... after bead blasting the aluminum parts do you clear coat them or take any measures so they don't stain/mark with the oil from your hands and such?
 
I love the finish on the aluminum parts you bead blast. It prompted me to buy the blast cabinet I had been tempted with for years.

A question.... after bead blasting the aluminum parts do you clear coat them or take any measures so they don't stain/mark with the oil from your hands and such?
Sparky,
The parts that don't get painted are left as is - no clear coat. I've found the surface tends to be more resistant to stains if after bead blasting it is immediately cleaned with Simple Green followed by a bath in warm water with dish detergent. Dry immediately to prevent water stains if the water in your area is hard. - Terry
 
I managed to get twice as many rings than needed from the first blank, and so work was stopped on the second lot. With nearly all the engine parts now finished and playing hide 'N seek in my shop, I started rounding them up for final assembly.

The first step in assembly was to install the rings using a shop-made installation tool. It was just a chunk of aluminum bored to the exact diameter of a piston and sawed lengthwise into halves, but it was invaluable. Each connecting rod had already been fitted to its journal, so care was taken to re-install all parts in their original locations and orientations. (As an aside I recently learned that most commercial rods are single forgings whose caps are literally snapped off after final machining to give a repeatable grain-level fit.) The mains and rod bolts were tightened for hopefully the last time and the crank briefly spun by hand and a battery-powered drill to make sure there were no tight spots or binding.

In preparation for assembly, individual pressure tests were performed on the coolant volumes in the heads, block, and intake manifold. Separately, each passed a 10 psi test with no discernible leak-down. The 10 psi chosen for troubleshooting was entirely arbitrary. In actuality the coolant system will see very little pressure as it will be vented to the atmosphere through the radiator cap.

The heads and intake manifold were then installed on the block with their .020" Teflon gaskets. The two water pump passages on the front of the block were temporarily plugged so the whole coolant system minus the water pump could be pressure tested. Unfortunately this assembly didn't hold pressure. A bit of coolant was added and the test repeated with the engine turned upside down on the engine stand. This time a few drops of coolant appeared around a couple of the head bolts on the starboard head.

Two problems with the coolant system were eventually pinpointed. Significant leaks were discovered at the rear o-ring seals between the intake manifold and the heads, and the head gaskets weren't sealing the vertical cross-over passages running between the heads and the block. The machined surfaces on the heads and/or block were evidently not providing sufficient tooth for the Teflon gaskets.

Being anal about the head gaskets from the start, I'd already added an extra inch to the engine's scaled length to provide more space around the cylinders and additional margin against combustion chamber leaks. I also had concerns about the coolant cross-over passages, but I was only able to provide .150" of head gasket material between them and the head bolt holes. Plan B if necessary would be to seal the head bolts inside the heads with RTV silicone and cap the bolts with custom ground and hardened washers.

Although Teflon head gaskets have worked well for me on a number of engines, I decided to switch to an Aramid/Buna-N material (Palmetto 2970) for the 289's head gaskets. This high temperature gasket material is available from MacMaster-Karr under part numbers 9402K21 and 9402K22 and was mentioned by George Britnell in a post he made in my Knucklehead build. Compared with Teflon, this material should have better sealing characteristics under the relatively mild compression forces seen by a model engine head gasket.

A replacement pair of .015" Palmetto head gaskets were cut out on the Tormach, and the heads were reassembled to the block without the intake manifold. This combination passed the 10 psi test with no issues.

The leaky o-rings at the rear of the intake manifold were tackled next. Using .070" cross-section o-rings to supplement the manifold gasket was a bad idea from the start. The o-ring grooves had to be shallow enough to keep the o-ring above the gasket and wide enough to handle the o-ring's increased width under compression. Keeping the loose-fitting o-rings in place in the manifold during installation was nearly impossible.

My solution was to replace the o-rings with beads of silicone automotive gasket maker. The silicone was allowed to fully cure in the manifold's o-ring grooves before assembly to the heads. The same gasket maker was used to lay down front and rear valley gaskets on the bottom of the manifold. These gaskets seal the manifold to the block to prevent the escape of crankcase vapors. (I want these pressurized vapors to instead carry an oil mist to the engine's top end on their way out of the valve covers.) The end result was a manifold that can be easily assembled and disassembled. Pressure testing of the assembly using the original .020" Teflon manifold gaskets showed a leak-down time greater than a minute - a big improvement but not yet perfect.

The final step was to replace the .020" Teflon intake gaskets with .015" Palmetto gaskets to add another .005" compression to the silicone seals. Retesting of the assembly at 10 psi showed no discernible leak-down. - Terry

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Getting closer!
 
I managed to get twice as many rings than needed from the first blank, and so work was stopped on the second lot. With nearly all the engine parts now finished and playing hide 'N seek in my shop, I started rounding them up for final assembly.

The first step in assembly was to install the rings using a shop-made installation tool. It was just a chunk of aluminum bored to the exact diameter of a piston and sawed lengthwise into halves, but it was invaluable. Each connecting rod had already been fitted to its journal, so care was taken to re-install all parts in their original locations and orientations. (As an aside I recently learned that most commercial rods are single forgings whose caps are literally snapped off after final machining to give a repeatable grain-level fit.) The mains and rod bolts were tightened for hopefully the last time and the crank briefly spun by hand and a battery-powered drill to make sure there were no tight spots or binding.

In preparation for assembly, individual pressure tests were performed on the coolant volumes in the heads, block, and intake manifold. Separately, each passed a 10 psi test with no discernible leak-down. The 10 psi chosen for troubleshooting was entirely arbitrary. In actuality the coolant system will see very little pressure as it will be vented to the atmosphere through the radiator cap.

The heads and intake manifold were then installed on the block with their .020" Teflon gaskets. The two water pump passages on the front of the block were temporarily plugged so the whole coolant system minus the water pump could be pressure tested. Unfortunately this assembly didn't hold pressure. A bit of coolant was added and the test repeated with the engine turned upside down on the engine stand. This time a few drops of coolant appeared around a couple of the head bolts on the starboard head.

Two problems with the coolant system were eventually pinpointed. Significant leaks were discovered at the rear o-ring seals between the intake manifold and the heads, and the head gaskets weren't sealing the vertical cross-over passages running between the heads and the block. The machined surfaces on the heads and/or block were evidently not providing sufficient tooth for the Teflon gaskets.

Being anal about the head gaskets from the start, I'd already added an extra inch to the engine's scaled length to provide more space around the cylinders and additional margin against combustion chamber leaks. I also had concerns about the coolant cross-over passages, but I was only able to provide .150" of head gasket material between them and the head bolt holes. Plan B if necessary would be to seal the head bolts inside the heads with RTV silicone and cap the bolts with custom ground and hardened washers.

Although Teflon head gaskets have worked well for me on a number of engines, I decided to switch to an Aramid/Buna-N material (Palmetto 2970) for the 289's head gaskets. This high temperature gasket material is available from MacMaster-Karr under part numbers 9402K21 and 9402K22 and was mentioned by George Britnell in a post he made in my Knucklehead build. Compared with Teflon, this material should have better sealing characteristics under the relatively mild compression forces seen by a model engine head gasket.

A replacement pair of .015" Palmetto head gaskets were cut out on the Tormach, and the heads were reassembled to the block without the intake manifold. This combination passed the 10 psi test with no issues.

The leaky o-rings at the rear of the intake manifold were tackled next. Using .070" cross-section o-rings to supplement the manifold gasket was a bad idea from the start. The o-ring grooves had to be shallow enough to keep the o-ring above the gasket and wide enough to handle the o-ring's increased width under compression. Keeping the loose-fitting o-rings in place in the manifold during installation was nearly impossible.

My solution was to replace the o-rings with beads of silicone automotive gasket maker. The silicone was allowed to fully cure in the manifold's o-ring grooves before assembly to the heads. The same gasket maker was used to lay down front and rear valley gaskets on the bottom of the manifold. These gaskets seal the manifold to the block to prevent the escape of crankcase vapors. (I want these pressurized vapors to instead carry an oil mist to the engine's top end on their way out of the valve covers.) The end result was a manifold that can be easily assembled and disassembled. Pressure testing of the assembly using the original .020" Teflon manifold gaskets showed a leak-down time greater than a minute - a big improvement but not yet perfect.

The final step was to replace the .020" Teflon intake gaskets with .015" Palmetto gaskets to add another .005" compression to the silicone seals. Retesting of the assembly at 10 psi showed no discernible leak-down. - Terry

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Amazing detail Terry. Thanks for sharing.
As a side note I remember the first time I saw a cracked cap connecting rod. It was on a Mercury Straight 6 2 stroke outboard from the mid seventies, rods and one piece crank were surfaced hardened and ran with needle bearings. Way ahead of their time.
 
Before installing the oil pan, a graduated beaker of water was used to measure the volume of the sump at two arbitrary fill heights. These levels were added to a cross-sectional drawing of the engine to record their distances below the rod caps and crank cheeks. This diagram will be used later to select an oil level to splash lubricate the bottom end without overwhelming the rings. Magnets were also epoxied inside the fill and drain plugs to capture ferrous debris.

Although I'd already prepared a set of .020" Teflon pan gaskets, I decided to cut a pair of replacements in .032" Palmetto material mainly to see if I could do it. Coming up with a set of drag knife parameters for this new (to me) material has been tricky. Eventually I settled on a 20 ipm spiraling contour operation for a 60 degree carbide knife running with a .010" depth of cut. The total cut depth was .050" for the .032" material and .025" for the .016" thick material. The long and skinny form factor of the pan gaskets made them difficult to cut.

Although I've used the drag knife in .020" Teflon to cut clearance holes for screws as small as 0-80, the pan gasket's 4-40 clearance holes felt like a lower limit in .032" Palmetto 2970. A different problem encountered with the .016" material is that the knife likes to grab and tear the material while going around a sharp outside corner. During any drag knife operation and regardless of the material or its thickness, I've always found it necessary to track the moving blade with both hands around it holding the material tightly against its backing plate. In my case the backing plate is a craftsperson's cutting mat attached to a piece of countertop.

Before installing the rocker arms they were slightly modified by drilling a .040" oil feed hole through each pushrod pocket. This will allow a drop of oil placed on the top of a rocker to reach the top end of its pushrod. Lash was set to a few thousandths before the adjusters were finally locked in place with their lock screws.

One of the photos shows the internal timing marks placed on the cam and crank sprockets while piston number one is at TDC on its intake stroke. An additional pair of witness marks on the camshaft's sprocket and hub indicate their relative orientations when the sprockets were marked.

The crankshaft pulley which is keyed to the crankshaft has a TDC mark that will lie under the timing pointer when piston number one is at TDC on either its intake or power stroke. The two may be differentiated by watching the behavior of the valves in cylinder one. Both will be closed at TDC on the power stroke, and a compression bump will be obvious. If instead cylinder one is at TDC on its intake stroke, the intake valve will be opening and the exhaust valve will be closing, and there will be no compression bump.

The pulley is also engraved with a series of five degree (crank) BTDC marks which will be used later to set the distributor timing during cylinder one's power stroke. - Terry

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Coolant from the water pump enters the block through a pair of passages in the front of the engine and feeds the water jackets surrounding each bank of cylinders. These passages were bored for close sliding fits around a pair of thin-wall aluminum tubes that will position the timing cover and water pump. The tubes were cut to specific lengths with 45 degree mitered ends before being alodine'd and sealed inside their passages with a bit of silicone grease. The ends inside the block butt up against the front cylinder liners, but they're orientated to not impede flow into the block. The miters on the other ends direct flow out of the pump.

Since the pan gasket(s) extend under the timing cover, it was necessary to drop the pan (yes, I did just install it) in order to install the timing cover. This was probably for the best since oil had been seeping past the .032" Aramid pan gaskets. Before installing the pan, the crankshaft was doused with 50 ml of oil that eventually found its way into the seam between the block and the pan. With twenty-two pan bolts, the last thing I expected was a leaky oil pan, and I'd seen pretty much the same thing with the original .020" Teflon pan gaskets. It had become obvious why rubber had been used for the original pan gasket.

After removing the pan and verifying its mating surfaces on a surface plate, a third set of pan gaskets was made but this time from .062" Buna-N rubber. This oil resistant material wasn't easily cut by my drag knife, and so the new gaskets were made by hand. The material was clamped between a piece of wood and the previously finished Aramid gasket(s), and a pair of new gaskets were traced out using an X-acto knife. The screw holes were punched using a piece of drill rod with a machined and hardened inverse conical end.

My arbitrary pan gasket test was to fill the sump with 50 ml of oil and then rotate the engine on the rotisserie a few times to completely wet the interior. The rubber gaskets helped but didn't completely solve the problem. The new issue was that tightening down the pan tended to squeeze the gasket outward and reduce the sealing area. It had become obvious why the original pan's gasket surfaces were ribbed.

A fourth set of wider Buna-N gaskets was cut. An additional 1/16" was added to the gaskets' peripheries. This seemed to finally solve the pesky leak(s).

The rather intricate (and fragile) timing cover gasket was earlier cut from .015" Teflon. The .020" Teflon water pump gasket felt a little too thick and was replaced with a .015" duplicate. Three of the timing cover bolts (out of eight) which could potentially be exposed to coolant behind the water pump gasket were sealed with RTV silicone. The water pump's rear cover plate was installed and sealed with silicone grease before the pump and its gasket were installed on the timing cover. Both sides of the water pump gasket also received a thin layer of silicone grease.

The entire coolant system was pressure tested at 5 psi. The pump's shaft seal is just a couple silicone o-rings packed in silicone grease rather than a commercial lip seal, and so the 10psi used to test the assembly seemed a bit high.

My final use for the Aramid material was for a pair of .032" exhaust manifold gaskets. With a service temperature approaching 750F it's probably better suited to the exhaust system than it was to the oil pan. The 'cast iron' headers were then installed over these gaskets.

The alternator and carburetor assembly finished off this portion of the final assembly. The bell housing, flywheel, and starter motor will have to wait until the engine is moved from the rotisserie stand to the final display stand. The distributor was temporarily set in place so I could finally see the engine. The spark timing will be done later on the display stand.

The next steps are to come up with a pair of engine mounts and a design for a display stand that will support all the running accessories still scattered about the top of my workbench. - Terry

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Terry,
It is looking very nice. Close now, should run just as well as your other engines, will be watching.
Cheers
Andrew
 
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