A thorough overhaul or rebuild of an engine block would include replacing the pistons, rings, bearings, timing belt/chain assembly and oil pump. For OHV engines, also include a new camshaft and lifters. The block would then have the cylinders bored and honed oversize (or if using removable cylinder sleeves, new sleeves installed) and the crankshaft would be cut undersize to provide new wearing surfaces and perfect clearances.
However, your particular engine may not have everything worn out. What if only the piston rings have worn out and the clearances on everything else are still within factory specifications- Well, you could just replace the rings and put it back together, but this would be a very rare example. Chances are, if one component in your engine is worn, other components are sure to follow, and soon. At the very least, you should always replace the rings, bearings and oil pump. This is what is commonly called a "freshen up."Cylinder Ridge Removal
Because the top piston ring does not travel to the very top of the cylinder, a ridge is built up between the end of the travel and the top of the cylinder bore.
Pushing the piston and connecting rod assembly past the ridge can be difficult, and damage to the piston ring lands could occur. If the ridge is not removed before installing a new piston or not removed at all, piston ring breakage and piston damage may occur.
It is always recommended that you remove any cylinder ridges before removing the piston and connecting rod assemblies. If you know that new pistons are going to be installed and the engine block will be bored oversize, you may be able to forego this step. However, some ridges may actually prevent the assemblies from being removed, necessitating its removal.
There are several different types of ridge reamers on the market, none of which are inexpensive. Unless a great deal of engine rebuilding is anticipated, borrow or rent a reamer.
- Turn the crankshaft until the piston is at the bottom of its travel.
- Cover the head of the piston with a rag.
- Follow the tool manufacturers instructions and cut away the ridge, exercising extreme care to avoid cutting too deeply.
- Remove the ridge reamer, the rag and as many of the cuttings as possible. Continue until all of the cylinder ridges have been removed.
The engine disassembly instructions following assume that you have the engine mounted on an engine stand. If not, it is easiest to disassemble the engine on a bench or the floor with it resting on the bell housing or transmission mounting surface. You must be able to access the connecting rod fasteners and turn the crankshaft during disassembly. Also, all engine covers (timing, front, side, oil pan, whatever) should have already been removed. Engines that are seized or locked up may not be able to be completely disassembled, and a core (salvage yard) engine should be purchased.
- If not done during the cylinder head removal, remove the timing chain/belt and/or gear/sprocket assembly. Remove the oil pick-up and pump assembly and, if necessary, the pump drive. If equipped, remove any balance or auxiliary shafts. If necessary, remove the cylinder ridge from the top of the bore. See the Cylinder Ridge Removal procedure earlier in this section.
- Rotate the engine over so that the crankshaft is exposed. Use a number punch or scribe and mark each connecting rod with its respective cylinder number. The cylinder closest to the front of the engine is always number 1. However, depending on the engine placement, the front of the engine could either be the flywheel or damper/pulley end. Generally the front of the engine faces the front of the vehicle. Use a number punch or scribe and also mark the main bearing caps from front to rear with the front most cap being number 1 (if there are five caps, mark them 1 through 5, front to rear).
- Again, rotate the engine; this time to position the number one cylinder bore (head surface) up. Turn the crankshaft until the number one piston is at the bottom of its travel, this should allow the maximum access to its connecting rod.
- Remove the number one connecting rods fasteners and cap and place two lengths of rubber hose over the rod bolts/studs to protect the crankshaft from damage. Using a sturdy wooden dowel and a hammer, push the connecting rod up about 1 in. (25mm) from the crankshaft and remove the upper bearing insert. Continue pushing or tapping the connecting rod up until the piston rings are out of the cylinder bore.
- Remove the piston and rod by hand, put the upper half of the bearing insert back into the rod, install the cap with its bearing insert installed, and hand-tighten the cap fasteners. If the parts are kept in order in this manner, they will not get lost and you will be able to tell which bearings came form what cylinder if any problems are discovered and diagnosis is necessary.
- Remove all the other piston assemblies in the same manner. On V-style engines, remove all of the pistons from one bank, then reposition the engine with the other cylinder bank head surface up, and remove that banks piston assemblies.
- The only remaining component in the engine block should now be the crankshaft. Loosen the main bearing caps evenly until the fasteners can be turned by hand, and then remove them and the caps. Remove the crankshaft from the engine block. Thoroughly clean all of the components.
Now that the engine block and all of its components are clean, it's time to inspect them for wear and/or damage. To accurately inspect them, you will need some specialized tools:
If you do not have access to the proper tools, you may want to bring the components to a shop that does.
Generally, you shouldn't expect cracks in the engine block or its components unless it was known to leak, consume or mix engine fluids, it was severely overheated, or there was evidence of bad bearings and/or crankshaft damage.
A visual inspection should be performed on all of the components, but just because you don't see a crack does not mean it is not there. Some more reliable methods for inspecting for cracks include Magnaflux, a magnetic process or Zyglo, a dye penetrant. Magnaflux is used only on ferrous metal (cast iron). Zyglo uses a spray on fluorescent mixture along with a black light to reveal the cracks.
It is strongly recommended to have your engine block checked professionally for cracks, especially if the engine was known to have overheated and/or leaked or consumed coolant. Contact a local shop for availability and pricing of these services.Engine Block
ENGINE BLOCK BEARING ALIGNMENT
- Remove the main bearing caps and, if still installed, the main bearing inserts. Inspect all of the main bearing saddles and caps for damage, burrs or high spots. If damage is found, and it is caused from a spun main bearing, the block will need to be align-bored or, if severe enough, replacement. Any burrs or high spots should be carefully removed with a metal file.
- Place a straightedge on the bearing saddles, in the engine block, along the centerline of the crankshaft. If any clearance exists between the straightedge and the saddles, the block must be align-bored.
Align-boring consists of machining the main bearing saddles and caps by means of a flycutter that runs through the bearing saddles.DECK FLATNESS
The top of the engine block where the cylinder head mounts is called the "deck."
- Insure that the deck surface is clean of dirt, carbon deposits and old gasket material. Place a straightedge across the surface of the deck along its centerline and, using feeler gauges, check the clearance along several points.
- Repeat the checking procedure with the straightedge placed along both diagonals of the deck surface.
- If the reading exceeds 0.003 in. (0.076mm) within a 6.0 in. (15.2cm) span, or 0.006 in. (0.152mm) over the total length of the deck, it must be machined.
The cylinder bores house the pistons and are slightly larger than the pistons themselves. A common piston-to-bore clearance is 0.00150.0025 in. (0.0381mm0.0635mm). Inspect and measure the cylinder bores. The bore should be checked for out-of-roundness, taper and size. The results of this inspection will determine whether the cylinder can be used in its existing size and condition, or a rebore to the next oversize is required (or in the case of removable sleeves, have replacements installed).
The amount of cylinder wall wear is always greater at the top of the cylinder than at the bottom. This wear is known as "taper." Any cylinder that has a taper of 0.0012 in. (0.305mm) or more must be rebored. Measurements are taken at a number of positions in each cylinder: at the top, middle and bottom and at two points at each position; that is, at a point 90° from the crankshaft centerline, as well as a point parallel to the crankshaft centerline. The measurements are made with either a special dial indicator or a telescopic gauge and micrometer. If the necessary precision tools to check the bore are not available, take the block to a machine shop and have them mike it. Also if you don't have the tools to check the cylinder bores, chances are you will not have the necessary devices to check the pistons, connecting rods and crankshaft. Take these components with you and save yourself an extra trip.
For our procedures, we will use a telescopic gauge and a micrometer. You will need one of each, with a measuring range that covers your cylinder bore size.
- Position the telescopic gauge in the cylinder bore, loosen the gauges lock and allow it to expand.
Your first two readings will be at the top of the cylinder bore, then proceed to the middle and finally the bottom, making a total of six measurements.
- Hold the gauge square in the bore, 90° from the crankshaft centerline, and gently tighten the lock. Tilt the gauge back to remove it from the bore.
- Measure the gauge with the micrometer and record the reading.
- Again, hold the gauge square in the bore, this time parallel to the crankshaft centerline, and gently tighten the lock. Again, you will tilt the gauge back to remove it from the bore.
- Measure the gauge with the micrometer and record this reading. The difference between these two readings is the out-of-round measurement of the cylinder.
- Repeat steps 1 through 5, each time going to the next lower position, until you reach the bottom of the cylinder. Then go to the next cylinder, and continue until all of the cylinders have been measured.
The difference between these measurements will tell you all about the wear in your cylinders. The measurements, which were taken 90° from the crankshaft centerline, will always reflect the most wear. That is because at this position is where the engine power presses the piston against the cylinder bore the hardest. This is known as "thrust wear." Take your top, 90° measurement, and compare it to your bottom, 90° measurement. The difference between them is the taper. When you measure your pistons, you will compare these readings to your piston sizes and determine piston-to-wall clearance.Crankshaft
- Inspect the crankshaft for visible signs of wear or damage. All of the journals should be perfectly round and smooth. Slight scores are normal for a used crankshaft, but you should hardly feel them with your fingernail.
- When measuring the crankshaft with a micrometer, you will take readings at the front and rear of each journal, then turn the micrometer 90° and take two more readings, front and rear.
The difference between the front-to-rear readings is the "journal taper" and the first-to-90° reading is the "out-of-round" measurement. Generally, there should be no taper or out-of-roundness found, however, up to 0.0005 in. (0.0127mm) for either can be overlooked. Also, the readings should fall within the factory specifications for journal diameters.
- If the crankshaft journals fall within specifications, it is recommended that it be polished before being returned to service. Polishing the crankshaft insures that any minor burrs or high spots are smoothed, thereby reducing the chance of scoring the new bearings.
- The piston should be visually inspected for any signs of cracking or burning (caused by hot spots or detonation), and scuffing or excessive wear on the skirts. The wrist pin attaches the piston to the connecting rod. The piston should move freely on the wrist pin, both sliding and pivoting.
- Grasp the connecting rod securely, or mount it in a vise, and try to rock the piston back and forth along the centerline of the wrist pin. There should not be any excessive play evident between the piston and the pin.
- If there are C-clips retaining the pin in the piston, then you have wrist pin bushings in the rods. There should not be any excessive play between the wrist pin and the rod bushing. Normal clearance for the wrist pin is approx. 0.0010.002 in. (0.025mm0.051mm).
- Use a micrometer and measure the diameter of the piston, perpendicular to the wrist pin, on the skirt. Compare the reading to its original cylinder measurement obtained earlier. The difference between the two readings is the piston-to-wall clearance. If the clearance is within specifications, the piston may be used as is.
- If the piston is out of specification, but the bore is not, you will need a new piston. If both are out of specification, you will need the cylinder rebored and oversize pistons installed. Generally if two or more pistons/bores are out of specification, it is best to rebore the entire block and purchase a complete set of oversize pistons.
You should have the connecting rod checked for straightness at a machine shop. If the connecting rod is bent, it will unevenly wear the bearing and piston, as well as place greater stress on these components. Any bent or twisted connecting rods must be replaced. If the rods are straight and the wrist pin clearance is within specifications, then only the bearing end of the rod need be checked.
- Place the connecting rod into a vice, with the bearing inserts in place, install the cap to the rod and torque the fasteners to specifications. Use a telescoping gauge and carefully measure the inside diameter of the bearings. Compare this reading to the rods original crankshaft journal diameter measurement. The difference is the oil clearance. If the oil clearance is not within specifications, install new bearings in the rod and take another measurement.
- If the clearance is still out of specifications, and the crankshaft is not, the rod will need to be reconditioned by a machine shop.
You can also use Plastigage to check the bearing clearances. The assembling section has complete instructions on its use.Camshaft
Inspect the camshaft and lifters/followers as described earlier in this section.Bearings
All of the engine bearings should be visually inspected for wear and/or damage. The bearing should look evenly worn all around with no deep scores or pits. If the bearing is severely worn, scored, pitted or heat blued, then the bearing, and the components that use it, should be brought to a machine shop for inspection. Full-circle bearings (used on most camshafts, auxiliary shafts, balance shafts, etc.) require specialized tools for removal and installation, and should be brought to a machine shop for service.Oil Pump
The oil pump is responsible for providing constant lubrication to the whole engine and so it is recommended that a new oil pump be installed when rebuilding the engine.
Completely disassemble the oil pump and thoroughly clean all of the components. Inspect the oil pump gears and housing for wear and/or damage. Insure that the pressure-relief valve operates properly and there is no binding or sticking due to varnish or debris. If all of the parts are in proper working condition, lubricate the gears and relief valve, and assemble the pump.
Almost all engine block refinishing must be performed by a machine shop. If the cylinders are not to be rebored, then the cylinder glaze can be removed with a ball hone. When removing cylinder glaze with a ball hone, use a light or penetrating type oil to lubricate the hone.
Do NOT allow the hone to run dry as this may cause excessive scoring of the cylinder bores and wear on the hone. If new pistons are required, they will need to be installed to the connecting rods. This should be performed by a machine shop as the pistons must be installed in the correct relationship to the rod or engine damage can occur.
Only pistons with the wrist pin retained by C-clips are serviceable by the home-mechanic. Press fit pistons require special presses and/or heaters to remove/install the connecting rod and should only be performed by a machine shop.
All pistons will have a mark indicating the direction to the front of the engine and the must be installed into the engine in that manner. Usually it is a notch or arrow on the top of the piston, or it may be the letter "F" cast or stamped into the piston.
- Note the location of the forward mark on the piston and mark the connecting rod in relation.
- Remove the C-clips from the piston and withdraw the wrist pin.
Varnish build-up or C-clip groove burrs may increase the difficulty of removing the wrist pin. If necessary, use a punch or drift to carefully tap the wrist pin out.
- Insure that the wrist pin bushing in the connecting rod is usable, and lubricate it with assembly lube.
- Remove the wrist pin from the new piston and lubricate the pin bores on the piston.
- Align the forward marks on the piston and the connecting rod and install the wrist pin.
- The new C-clips will have a flat and a rounded side to them. Install both C-clips with the flat side facing out.
- Repeat all of the steps for each piston being replaced.
- Before you begin assembling the engine, first give yourself a clean, dirt free work area. Next, clean every engine component again. The key to a good assembly is cleanliness.
- Mount the engine block into the engine stand and wash it one last time using water and detergent (dishwashing detergent works well). While washing it, scrub the cylinder bores with a soft bristle brush and thoroughly clean all of the oil passages.
- Completely dry the engine and spray the entire assembly down with an anti-rust solution such as WD-40, or similar product. Take a clean lint-free rag and wipe up any excess anti-rust solution from the bores, bearing saddles, etc. Repeat the final cleaning process on the crankshaft.
- Replace any freeze or oil galley plugs which were removed during disassembly.
- Remove the main bearing inserts from the block and bearing caps.
- If the crankshaft main bearing journals have been refinished to a definite undersize, install the correct undersize bearing. Be sure that the bearing inserts and bearing bores are clean. Foreign material under inserts will distort bearing and cause failure.
- Place the upper main bearing inserts in bores with tang in slot.
The oil holes in the bearing inserts must be aligned with the oil holes in the cylinder block.
- Install the lower main bearing inserts in bearing caps.
- Clean the mating surfaces of block and rear main bearing cap.
- Carefully lower the crankshaft into place. Be careful not to damage bearing surfaces.
Check the clearance of each main bearing by using the following procedure:
- Place a piece of Plastigage or its equivalent, on bearing surface across full width of bearing cap and about 1 / 4 in. off center.
- Install cap and tighten bolts to specifications. Do NOT turn crankshaft while Plastigage is in place.
- Remove the cap. Using the supplied Plastigage scale, check width of Plastigage at widest point to get maximum clearance. Difference between readings is taper of journal.
- If clearance exceeds specified limits, try a 0.001 in. or 0.002 in. undersize bearing in combination with the standard bearing. Bearing clearance must be within specified limits. If standard and 0.002 in. undersize bearing does not bring clearance within desired limits refinish crankshaft journal, then install undersize bearings.
- Install the rear main seal.
- After the bearings have been fitted, apply a light coat of engine oil to the journals and bearings. Install the rear main bearing cap. Install all bearing caps except the thrust bearing cap. Be sure that main bearing caps are installed in original locations. Tighten the bearing cap bolts to specifications.
- Install the thrust bearing cap with bolts finger-tight.
- Pry the crankshaft forward, against the thrust surface of upper half of bearing.
- Hold the crankshaft forward and pry the thrust bearing cap to the rear. This aligns the thrust surfaces of both halves of the bearing.
- Retain the forward pressure on the crankshaft. Tighten the cap bolts to specifications.
- Measure the crankshaft endplay as follows:
- Mount a dial gauge to the engine block and position the tip of the gauge to read from the crankshaft end.
- Carefully pry the crankshaft toward the rear of the engine and hold it there while you zero the gauge.
- Carefully pry the crankshaft toward the front of the engine and read the gauge.
- Confirm that the reading is within specifications. If not, install a new thrust bearing and repeat the procedure. If the reading is still out of specifications with a new bearing, have a machine shop inspect the thrust surfaces of the crankshaft, and if possible, repair it.
- Rotate the crankshaft so as to position the first rod journal to the bottom of its stroke.
Before installing the piston/connecting rod assembly, oil the pistons, piston rings and the cylinder walls with light engine oil. Install connecting rod bolt protectors or rubber hose onto the connecting rod bolts/studs. Also perform the following:
- Select the proper ring set for the size cylinder bore.
- Position the ring in the bore in which it is going to be used.
- Push the ring down into the bore area where normal ring wear is not encountered.
- Use the head of the piston to position the ring in the bore so that the ring is square with the cylinder wall. Use caution to avoid damage to the ring or cylinder bore.
- Measure the gap between the ends of the ring with a feeler gauge. Ring gap in a worn cylinder is normally greater than specification. If the ring gap is greater than the specified limits, try an oversize ring set.
- Check the side clearance of the compression rings, with a feeler gauge inserted between the ring and its lower land according to specification. The gauge should slide freely around the entire ring circumference without binding. Any wear that occurs will form a step at the inner portion of the lower land. If the lower lands have high steps, the piston should be replaced.
- Unless new pistons are installed, be sure to install the pistons in the cylinders from which they were removed. The numbers on the connecting rod and bearing cap must be on the same side when installed in the cylinder bore. If a connecting rod is ever transposed from one engine or cylinder to another, new bearings should be fitted and the connecting rod should be numbered to correspond with the new cylinder number. The notch on the piston head goes toward the front of the engine.
- Install all of the rod bearing inserts into the rods and caps.
- Install the rings to the pistons. Install the oil control ring first, then the second compression ring and finally the top compression ring. Use a piston ring expander tool to aid in installation and to help reduce the chance of breakage.
- Make sure the ring gaps are properly spaced around the circumference of the piston. Fit a piston ring compressor around the piston and slide the piston and connecting rod assembly down into the cylinder bore, pushing it in with the wooden hammer handle. Push the piston down until it is only slightly below the top of the cylinder bore. Guide the connecting rod onto the crankshaft bearing journal carefully, to avoid damaging the crankshaft.
- Check the bearing clearance of all the rod bearings, fitting them to the crankshaft bearing journals. Follow the procedure in the crankshaft installation above.
- After the bearings have been fitted, apply a light coating of assembly oil to the journals and bearings.
- Turn the crankshaft until the appropriate bearing journal is at the bottom of its stroke, then push the piston assembly all the way down until the connecting rod bearing seats on the crankshaft journal. Be careful not to allow the bearing cap screws to strike the crankshaft bearing journals and damage them.
- After the piston and connecting rod assemblies have been installed, check the connecting rod side clearance on each crankshaft journal.
- Prime and install the oil pump and the oil pump intake tube.
- Install the cylinder head(s) using new gaskets.
- Install the timing sprockets/gears and the belt/chain assemblies.
Install the timing cover(s) and oil pan. Refer to your notes and drawings made prior to disassembly and install all of the components that were removed. Install the engine into the vehicle.