The practicalities of shimming a gearbox

John Roberts

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I was rather looking forward to doing this task and thought it shouldn't be too tricky, I have the special tools for the job (for "have" read "have borrowed," mainly from the BMW club vintage section- thanks for the advice, John Winn) as well as some useful ones of my own.

As things are turning out a few problems have popped up. I've found that when measuring the height of the bearings above the shimming plate the outer race of the bearing is pressed down by the weight of the depth micrometer and by the pressure of my fingers holding it in place, in fact it tips down about 0.07mm, and you can easily double that with a bit more pressure on the base of the mike. Of course you can say that this is a mere midge's dick (a technical term :D) and not worth bothering with, but when you consider that the point of what we are measuring here is to provide an end float for the shafts of 0.1mm (four 'thous', or 0.004" in old money) then it becomes significant. By the way, this movement here is mainly the taking up of the clearance between the the balls, the inner and the outer races and is normal in a new bearing.

What makes it more difficult is the fact that I can't bridge the base of the mike across the end of the shaft so as to have it bearing equally on diametrically opposite sides of the bearings because the inner race gets in the way, it is proud by 0.12 to 0.14mm in the case of the input and lay shaft and in the case of the output shaft the taper where the flange goes gets in the way.

Another point is that the shimming plate has a slight warp in it of .035mm in the middle. Actually, I can live with that, I've 'mapped' the distortion at various points on its surface with a dial gauge and a surface plate and marked the error in permanent marker at the various points, this lets me to allow for the error when measuring for the shim required.

Another source of uncertainty is the gap between the ball races and their holes in the shimming plate, they all have about 0.3mm clearance which allows them (bearings as well as the shafts) to rock just a tad, producing another small error.

Having encountered all the above points I'm wondering how anyone can accurately measure for the correct shim thickness. What mystifies me more is that if I wasn't so nerdy (it's what my daughter tells me I am) then I wouldn't have thought about all those points and would have just done the job without a care, possibly with a snatch of song on my lips, and could have ended up with anything between perfection and a wrecked gearbox.

So I have come to a conclusion. As all I have changed in the box are the bearings (the accuracy and precision of which is way beyond anything I could possibly measure) then I am going to simply replace the original shims. Life is too short. All this is not to say that I simply don't give a stuff, far from it, I believe I have found a way around some of the problems and in fact I would really be interested if somebody could throw some light on the above points.
 
It sounds like your shimming plate is a pile of poo. If it was machined properly the bearings would be supported and unable to rock. The surface of the plate would also be surface ground.

The shimming clearances in the gearboxes that came out of the factory seem to bear little resemblance to those given in the manuals.
 
So I have come to a conclusion. As all I have changed in the box are the bearings (the accuracy and precision of which is way beyond anything I could possibly measure) then I am going to simply replace the original shims. Life is too short. All this is not to say that I simply don't give a stuff, far from it, I believe I have found a way around some of the problems and in fact I would really be interested if somebody could throw some light on the above points.

Couple of years ago I did the same with my R100GS gearbox. Replaced the bearings + seals put it all together no problem.
 
It sounds like your shimming plate is a pile of poo. If it was machined properly the bearings would be supported and unable to rock. The surface of the plate would also be surface ground.

The shimming clearances in the gearboxes that came out of the factory seem to bear little resemblance to those given in the manuals.

See photo of the said plate below, marked at various points with the error. As I said I checked it on a surface plate and slid it under a dial gauge, marking the error in thous with a permanent marker. When I pressed down on the middle of the plate the errors disappeared, confirming that the plate was indeed bowed. It does look rather a mess by now but I have marked some relevant dimensions on it, for instance how much each bearing could move in its hole: see 9, 10 & 13thou, they were measured with a dial gauge bearing on their sides. Also the dimensions between the three holes: 20.25, 2.24 & 11.20mm, I may check those dimensions later from the drawing given in Joerg's pages: http://jhau.maliwi.de/mot/gearbox.htm, see
http://jhau.maliwi.de/mot/gear/dist-plate.png It's rather a lot of work though, adding, subtracting and then using Pythagoras to get the spacing. If I'm bored some time I may get around to it.

The plate is indeed surface ground but seems to have warped slightly with the machining of the bearing holes. I think (thought?) the attributes of Gauge Plate was its resistance to such distortion due to its having been normalised or annealed (there is a difference but I have forgotten what it is) thus releasing locked-in stresses.

As to its accuracy; on the plus side, it fits perfectly and snugly on to the two locating dowels on the gearbox casing, and the three bearings seem to have equal play all around when in their respective holes which to me suggests that their centres are very close to where they ought to be. OK, hardly scientific that last observation, but I thought it encouraging.

On the other hand, I don't think that the plate has ever been checked before, when I got it I put it on the surface plate (perhaps I should have said that that is a perfectly flat plate, of cast iron and two foot square in this case- apologies if you knew) and found that it rocked slightly. The cause turned out to be an old dent on the edge of the plate which you could tell from the corrosion had been there from the beginning and which had raised the 2.5thou bump just on the face of the plate. I scraped that off no bother.

Anyway, the fact that this burr / bump/ whatever was there makes me wonder if the shimming plate had ever been properly checked for flatness, and therefore whether anyone using it had ever realised it would not be giving correct results. [And, no, I don't believe the little bump would have in itself affected the accuracy, I would think that it would have been masked by the presence of the gasket. Any errors would have been due to the warping.]

I would now like to make a formal declaration in defence of the BMW Club whose property this plate is. When I spoke to Mike Delacoe, the gentleman responsible for the special tools the club has for loan he told me that the two shimming plates they had were out on loan but that they also had this other one which he didn't know much about, I jumped at it of course. Perhaps that's why I was so eager to test it. All their other stuff has been excellent, especially the final drive flange extractor tool, the taper on that was ferociously tenacious and I don't think for a minute I could have done without that.

Anyway, having measured the errors at various strategic points on it I believe I could make a go of it if it wasn't for the matter of the slack and rocking of the new bearings. Oh, and also the difficulty of having the shafts poking up from the middle of the bearings.

As it is, your final remark:
The shimming clearances in the gearboxes that came out of the factory seem to bear little resemblance to those given in the manuals.
... I found extremely interesting, in view of all the problems I encountered. As maverick says he had no problems at all- and no doubt many others agree- so perhaps it's a tribute to the BMW box that it seems to work in spite of these problems and vatiations?

PS, Rob: these ex-factory clearances you mentioned, what sort of variations are they, all out by the same incorrect amount or are they all over the place? It would be fascinating to know.

And another PS: I have a mixture of measuring devices, inch/metric, hence why I have highlighted (highlit?) the units as in thous and mm Sorry, I still think in Imperial.
 

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This is what i made to shim the gearboxes i rebuild..
It's not warped...The bearigs don't rock...
Infact it works very well :thumb

I have never stipped a facory shimmed box yet thats correctly shimmed
Getting the box shimmed correctly make a big difference to the sweetness of the gearbox

box3Medium.jpg
 
Bingo!

I've seen your end cover on here before and it seems an excellent idea. I searched for the thread a few times and couldn't find it, is it still available?

Interesting to see your comments about factory shimming! Can you remember if they were all out by the same incorrect amount or are they all over the place?
 
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Don't go by the haynes manual end float measurement :augie It's wrong. ( ignore this advice if they've corrected it in the latest versions).
 
Also the dimensions between the three holes: 20.25, 2.24 & 11.20mm, I may check those dimensions later from the drawing given in Joerg's pages:
http://jhau.maliwi.de/mot/gear/dist-plate.png It's rather a lot of work though, adding, subtracting and then using Pythagoras to get the spacing. If I'm bored some time I may get around to it.
I just got bored.

Errors found: (Calculated minus Measured)
11.326 - 11.20 = 0.126mm
2.25 - 2.24 = 0.01mm
20.25 - 20.25 = nil error​
Which is pretty close and good enough for me. Meaning that as far as the dimensions are concerned (but not the warping) the plate is acceptable.
 


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