Dana 20 Manual

05/07/08

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Dana 20 Manual

 

PART 6-3 - 4-Wheel Drive Transfer Case

Manual created by Douglas Bohn

1 - DESCRIPTION AND OPERATION

A manually shifted 2-speed transfer case in the 4-wheel drive Bronco controls the power from the engine and transmission to the front and rear driving axles (Fig. 1). The transfer case shift lever positions, from front to rear, are 4L (low gear, all wheels), N (Neutral), 2H (high gear, rear wheels), and 4H (high gear, all wheels).

POWER FLOW - NEUTRAL POSITION

When the transfer case gears are in neutral (Fig. 1), power from the front main transmission drives the transfer case input shaft and drive gear. The drive gear drives the idler shaft and the high-speed gear that free-runs on the front output shaft. Therefore, no power can be delivered to either the front, or rear axle, even when the front main transmission is in gear.

POWER FLOW—4L POSITION (LOW GEAR, ALL WHEELS)

When the transfer case shift lever is shifted into the 4-wheel low position, it pushes the two sliding gears back into engagement with the idler shaft low-speed gear teeth.

The power flows from the main drive gear to the idler drive gear and shaft, and to the idler low-speed gear. From the low-speed, the power flows through the two sliding gears to their respective output shafts to give speed reduction.

POWER FLOW—2H POSITION (HIGH GEAR, REAR-WHEELS)

When the transfer case shift lever is shifted into the 2-wheel high position, the two sliding gears are pulled forward out of engagement from the idler shaft low-speed gear, leaving the front output sliding gear in neutral and pull­ing the rear output sliding gear farther forward into engagement with the clutch teeth of the main drive gear. This locks the main input shaft directly to the rear wheel output shaft.

The power flows directly from the transmission to the rear axle without any reduction of speed.

The front output sliding gear remains in a neutral position, the idler shaft drive gear turns the high-speed gear free on the front output shaft, and there is no power to the front axle.

Figure 1 – Transfer Case Gear Train in Neutral

POWER FLOW—4H POSITION (HIGH GEAR, ALL WHEELS)

When the transfer case shift lever is shifted into the 4-wheel high position, it pulls the rear output and front output sliding gears forward into engagement with the clutch teeth of the main drive gears. This locks the rear output shaft directly to the main input shaft, and the front output shaft to the high-speed idler shaft gear.

The power from the transmission flows from the drive gear in two directions. Direct drive to the rear axle flows through the rear output shaft. Direct drive to the front axle flows through the idler shaft drive gear, high-speed gear, and front output shaft.

2 - REMOVAL AND INSTALLATION

REMOVAL

1. Raise the vehicle on a hoist.

2. Support the transfer case shield with a jack and remove the bolts that attach the shield to the frame side rails. Remove the shield.

3. Drain the transmission and transfer case lubricant.

4. Disconnect the front and rear drive shafts at the transfer case (Fig. 2).

5. Disconnect the speedometer cable at the transfer case.

6. Disconnect the shift rods from the transmission shift levers. Then, place the first-reverse gearshift lever into the first gear position, and insert the fabricated tool (Fig. 2). This tool will prevent the input shaft roller bearings from dropping into the transmission case when separating the transfer case from the transmission and output shaft.

7. Cut the lock wire and remove the two bolts, washers, plates, and insulators that secure the cross member to the transfer case adapter.

8. Remove the cross member-to-frame side support attaching bolts.

9. Raise the transmission and remove the upper insulators from the cross member. Remove the cross member.

10. Disconnect the shift rod from the transfer case shift lever bracket.

11. Remove the bolt that attaches the shift lever bracket to the transfer case adapter, and allow the assembly to hang by the shift lever.

12. Secure the transfer case to a transmission jack, and remove the transfer case-to-transmission attaching bolts.

13. Move the transfer case and jack rearward until it clears the transmission output shaft (Fig. 2). Lower the transfer case.

Figure 2 – Removing or Installing Transfer Case

INSTALLATION

1. Position the transfer case to the transmission (Fig. 2) and install the attaching bolts. Torque the bolts to specifications.

2. Position the shift lever to the transfer case adapter, and install the attaching bolt.

3. Connect the shift rod to the shift lever bracket and secure with the spring washer, flat washer, and cotter pin.

4. Raise the transmission and transfer case high enough to provide clearance for installing the cross member. Position the upper insulators to the cross member and install the cross-member-to-frame side support attaching bolts.

5. Align the bolt holes in the transfer case adapter with those in the cross member, then lower the transmission and remove the jack.

6. Install the cross member-to-transfer case adapter bolts, insulators, plates, and washers. Secure the bolts with lock wire.

7. Remove the fabricated tool, and connect each shift rod to its respective lever on the transmission with a spring washer, flat washer, and cotter pin.

8. Connect the speedometer cable.

9. Install the rear axle drive shaft to the transfer case, and torque the attaching bolts to specifications.

10. Install the front wheel drive shaft to the transfer case, and torque the attaching bolts to specifications.

11. Fill the transmission and transfer case to the proper levels with the recommended lubricant.

12. Position the transfer case shield to the frame side rails, and install the attaching bolts.

3 - MAJOR REPAIR OPERATIONS

DISASSEMBLY

1. Clean the dirt from the transfer case, and remove the bottom cover plate.

2. Remove the retaining plug, flat washer, detent spring, and ball that engage the front drive shift rail detent rod. Then, remove the plug from the front drive detent rod access hole (Fig. 3)

3. Remove the retaining plug, detent spring, and ball that engage the rear drive shift rail detent rod (Fig. 3).

4. Remove the idler shaft Lock plate from the rear of the case.

5. Using a hammer and soft drift, drive the idler shaft rearward and out of the case. Then, lift the thrust washers and idler gear from the case (Fig. 4). When removing the idler gear, do not lose any of the rollers.

6. Remove the flange retaining nuts from the front and rear output shafts (Fig. 5).

7. Remove the flange from the front and rear output shafts (Fig. 6). Discard the front flange 0-ring.

8. Remove the bolts securing the adapter housing to the case and remove the adapter as an assembly (Fig. 7).

8A. [Editor’s note: With my J-Shift case, I found that I could remove the adapter housing, but that the input shaft cluster was press-fit into the main case. If this is the situation with your J-Shift case, do not worry. Don’t Attempt to pry the cluster out, because you could damage the machined surfaces. Simply remove the adapter housing and proceed to step 9. You will remove the input shaft assembly in step 9A]

9. Remove the bolts that attach the rear output shaft bearing retainer to the case, and remove the retainer and output shaft as an assembly. Be careful not to lose any of the rollers.

9A. If, in step 8 or 8A you were only able to remove the adapter housing, due to the press fit of the input shaft assembly, note that now that the rear output shaft assembly is removed, you have access through the main case to LIGHTLY tap the input shaft assembly out of its press fit with soft (wood, plastic, brass) drift. Set the input shaft assembly to the side with its adapter housing.

10. Disconnect the shift rail link from the two shift rails.

(J-Shift Case owners do not need to do this since their rails are not actually connected together)

11. Lift the rear output shaft sliding gear from the case (Fig. 7).

12. Remove the setscrew securing the rear shift fork to the shift fork to the shift rail. Then, remove the rear drive shift rail and fork from the case (Fig. 7).

[Editor’s note: In order for the sliding gear to be removed from the shift fork, the fork must be able to rotate all the way over to the inspection port. In my case this was not an option, since the shift fork stopped short of the inspection port. I solved the problem as described in step 12A below]

12A. Note that the rear drive shift fork is secured to its shift rail by means of a sunken, Allen head set screw. This setscrew could be removed with a 3/16” Allen key, but this could prove tedious since there is limited clearance, and the Allen key only affords 6 positions of grab. This inconvenience can be worked around using a 1/4”-hex-drive Allen-type bit – the type of bit that might be found in a universal screwdriver type tool set. Inset the (3/16”size) bit into the setscrew. A 12-pointed 1/4" box end wrench may now be used to turn the Allen bit, removing the setscrew. The 12-point wrench affords more versatility than a 6-point wrench because of its in-between increments. Do not back the setscrew out entirely – just enough to free the shift fork from the shift rail. Once the shift fork is unsecured from the shift rail, the fork can swing freely on the rail and the sliding gear can be removed through the inspection port. Once the gear is removed, slide the shift rail out from the shift fork and out of the case. Remove the shift fork from the case.

13. Remove the front output shaft rear cover and shims. Tie the shims together.

14. Remove the front output shaft bearing retainer and gasket. Remove the retainer seal if it is worn or damaged.

15. Tap the threaded end of the front output shaft to remove the rear bearing cup from the case bore.

16. Wedge the front output shaft front bearing away from the main drive gear to allow removal of the snap ring from its groove in the shaft. Then, tap the shaft and rear bearing out of the case (Fig. 8).

[Editor’s note: Your J-shift case MAY NOT have the aforementioned c-clip on the front drive output shaft in between the bearing cone and the high speed drive gear. If not, note that the front bearing cone is mildly pressed onto the shaft at the splined area. You are able to CAREFULLY (with a light hammer and a soft drift) tap the shaft assembly toward the rear of the case, driving the front bearing cone off the shaft. You can now remove the shaft assembly.

17. Lift the sliding gear, main drive gear, front bearing, spacer, and snap ring from the case.

18. Remove the front cup from the case bore.

19. Remove the setscrew securing the front shift fork to the shift rail. Then, remove the shift rail and fork from the case.

20. Remove the detent rods (Fig. 9).

20A. With the later J-Shift case, you may notice that there is only ONE detent rod (Figures 9 and 18). While there may be debate over the existence of one or two rods, several J-Shift case owners have reported that they have only one rod. This single rod will be removed from the plughole at the rear of the left side, passing through to the single right-hand plughole.

Figure 3 – Front and Rear Drive Shift Rail Detent Balls, Springs, and Plugs

Figure 4 – Removing Idler Shaft

Figure 5 – Removing or
Installing Flange
Retaining Nut

Figure 6 – Removing Flange

Figure 7 – Removing or Installing Adapter Housing

Figure 8 – Removing Front Output Shaft

Figure 9 – Removing Detent Rods

PARTS REPAIR OR REPLACEMENT

INPUT SHAFT

1. Remove the snap ring from the front of the shaft (Fig. 10).

2. Place the adapter housing and input shaft on a press, and press the shaft out of the main drive gear and housing.

3. Remove the bearing retaining snap ring from the housing bore, and remove the bearing.

4. Remove the seal in the adapter housing if it is worn or damaged.

5. If the adapter housing seal was removed, install a new seal with the tool shown in Fig. 11.

6. Place the bearing in the housing and secure with the snap ring.

7. Using the main drive gear as a base, press the input shaft through the housing, seal, bearings, and main drive gear. Install the snap ring on the front of the shaft.

REAR DRIVE OUTPUT SHAFT

1. Remove the needle bearings from the bore of the shaft (Fig. 12).

2. Remove the speedometer driven gear from the bearing retainer housing.

3. Place the bearing retainer and rear output shaft assembly in a press, and press the shaft out of the retainer.

4. Lift the speedometer drive gear and shims. from the shaft (Fig. 12). Tie the shims together.

5. Press the outer cup, bearing and seal from the bearing retainer as shown in Fig. 13.

6. Remove the inner cup with the tool shown in Fig. 13.

7. Remove the inner bearing from the output shaft with the tool shown in Fig. 14.

8. Press the shaft onto the inner bearing with the tool shown in Fig. 14.

9. Install the outer cup in the bearing retainer with tool T55P-46l6Al.

10. Install the inner cup with tool T56T-461 6-A2.

11. Position the outer bearing into the bearing retainer. Then, place the shims and speedometer drive gear on the output shaft, and install the shaft in the bearing retainer housing.

12. Place the bearing retainer and shaft in a vise. Install the output shaft flange and torque the retaining nut to specifications. Install a dial indicator on the flange end of the output shaft, and check the end play. The end play should be 0.003-0.005 inch. If not within these limits, adjust the shim pack (Fig. 12) between the speedometer drive gear and rear output shaft outer bearing.

13. After establishing the correct end play, remove the output shaft flange and press the bearing retainer seal in the housing with tool T56T-46 16-A. Install the speedometer driven gear.

FRONT DRIVE OUTPUT SHAFT

1. To remove the front output shaft rear bearing, use the sliding gear as a base and press the bearing from the shaft.

2. Install the bearing as shown in Fig. 15.

SHIFT RAIL OIL SEALS

1. Remove the shift rail seals as shown in Fig. 16.

2. Install the two shift rail oil seals, using the tool shown in Fig. 17.

Figure 10 – Input Shaft, Disassembled

Figure 11 – Installing Adapter
Housing Seal

Figure 12 – Rear Drive Output Shaft, Disassembled

Figure 13 – Removing Rear Bearing
Retainer Outer Cup, Bearing, and Seal

Figure 14 – Replacing Output Shaft Inner Bearing

Figure 15 – Installing Front Output
Shaft Rear Bearing

Figure 16 – Removing Shift Rail Seals

Figure 17 – Installing
Shift Rail Oil Seals

ASSEMBLY

1. Install the front detent rod in the case.

2. Slide the front drive shift rail all the way into the case, and position the shift fork on the rail as the rail goes into the case. Secure the fork to the rail with the setscrew.

3. Position the front output shaft sliding gear in the shift fork.

4. Install the rear detent rod in the case.

5. Slide the rear drive shift rail into the case, and position the shift fork on the rail as the rail goes into the case. Secure the fork to the rail with the setscrew. The shift rails should be inserted so that the detents are positioned as shown in Fig. 18.

6. While holding the sliding gear and main drive gear in position, install the front output shaft and rear bearing assembly through the two gears from the rear of the case.

7. Install the main drive gear spacer and secure with the snap ring (Fig. 19).

8. Install the front output shaft rear bearing cup.

9. Position the front output shaft rear cover and shims to the case, and install the attaching bolts.

10. Using front flange and the tool shown in Fig. 5, install the front output shaft front bearing on the shaft. Install the front bearing cup (Fig. 19).

11. If the front bearing retainer oil seal was removed, install a new seal by using tool T57-L7657. Position the bearing retainer and gasket to the case, and install the attaching bolts.

12. Place the rear output shaft rear bearing retainer on a workbench, and install 13 needle bearings in the splined hub of the output shaft with Vaseline or grease.

13. Position the rear output shaft rear bearing retainer assembly to the case and install the attaching bolts.

14. Install the rear output shaft sliding gear in the shifting fork and on the splines of the output shaft.

15. Position the adapter housing assembly to the rear output shaft and case. Install the attaching bolts (Fig. 7)

16. Install the roller bearings in the bore of the idler shaft gear with vase-line or grease.

17. Position the idler gear and thrust washers in the case, and drive the idler shaft into the rear of the case through the idler gear and thrust washers. After installing the idler shaft, tap the sides of the case to relieve tension from the case. Install the idler shaft lock plate.

18. Secure the shift rail link to the two shift rails.

19. Install the front and rear drive shift rail detent balls, springs, and retaining plugs. Be sure that the heavier loaded spring and flat washer are installed in the front drive shift rail. Install the rod access hole plug.

20. Install the flange, washer, and retaining nut on each of the output shafts, using the tool shown in Fig. 5. Be sure to install a new 0-ring in the front output shaft flange. Torque the attaching nuts to specifications.

21. Install a dial indicator on the front drive output shaft and check the end play as shown in Fig. 20. The end play should be 0.003-0.005 inch. If not within these limits, adjust the shim pack at the front output shaft rear cover.

22. Position the cover plate to the case and install the attaching bolts.

Figure 18 – Shift Mechanism

Figure 19 – Front Output Shaft, Disassembled

Figure 20 – Checking Front Drive
Output Shaft End Play

PART 6-4 - Specifications

ECONOLINE

TRANSMISSION GEAR RATIO

Engine CID

Ratios

1st

2nd

Rev.

170-IV

3.41

1.86

3.51

240-1V

2.99

1.75

3.17

302-2V

2.99

1.75

3.17

ADJUSTMENTS

TRANSMISSION

Detent Set Screw Head

Flush to 0.020 inch below case surface

End Play— Reverse Idler

0.004-0.018 inch

End Play—Countershaft Gear

0.004-0.018 inch

BRONCO

TRANSMISSION GEAR RATIO

Engine C I D

Ratios

1st

2nd

Rev.

170-1V

3.41

1.86

3.51

289-2V

2.99

1.75

3.17

ADJUSTMENTS

TRANSMISSION

Detent Screw Head

Flush to 0.020 inch Below case surface

End Play-Reverse Idler

0.004—0.018 inch

End Play-Countershaft gear

0.004—0018 inch

TRANSFER CASE

Front Drive Output Shaft-End Play

0.003—0.005 inch

Rear Drive Output Shaft-End Play

0.003—0.005 inch

TORQUE LIMITS

TRANSMISSION AND TRANSFER CASE

Ft-Lbs.

Cross member to Adapter Bolts

30-40

Transfer Case Adapter to Transmission Case Bolts

35-45

Cross member to Side Support Bracket Nuts

40-60

Drive Shaft Flange to Transfer Case Output Shafts Nuts

125-150

Adapter to Transfer Case Bolts

25-35

Rear Output Shaft Bearing Retainer Bolts

25-35

Front Output Shaft Bearing Retainer Bolts

25-35

Transmission Control Bellcrank Pivot Bolt and Nut

35-45

APPROXIMATE LUBRICANT REFILL CAPACITY

Transmission

3.5 Pints

TORQUE LIMITS

TRANSMISSION

Ft-lbs.

Input Shaft Gear Bearing Retainer to Transmission Case

30-36

Transmission to Flywheel Housing

37-42

Transmission Cover to Transmission Case

14-19

Speedometer Cable Retainer to Transmission Extension

3-4.5

Transmission Extension to Transmission Case

42-50

Flywheel Housing to Engine

40-50

Gear Shift Lever to Cam & Shaft Assembly Lock Nuts

18-23

U-Joint Flange to Output Shaft

60-80

Filler Plug

10-20

Drain Plug

20-30

Shifter Fork Set Screw

10-18

APPROXIMATE LUBRICANT REFILL CAPACITY

 

US. Measure

Imperial Measure

Transmission

3.50 Pints

3.0 Pints

Transfer Case

2.75 Pints

2.25 Pints

SPECIAL TOOLS

Tool Number

Description

T50T-100-A

Impact Hammer-Long

T59L.100-B

Impact Hammer-Short

T58L-101-A

Puller Attachment

T53L-200-A

Handle Adapter-Female 1/2—13

T57L-4220-A4

Differential Bearing Assembly Remover

T53T-462-B

Drive Pinion Bearing Cone Replacer-Front and Rear

T57-L-4621-B

Pinion Bearing Cone Replacer

4201-C

Backlash and Runout Gauge

4851-K

Universal Joint Flange Holder

T56L-4851-C

Flange (Universal Joint) Axle End Remover

T52T-6500-DJD

Reverse Shift Rail Pliers

T63P-7025-A

Output Shaft Bearing Remove and Replacer

T63P-7111-B

Cluster Gear Roller Retainer Shaft

164 E-7052-B

Extension Housing Oil Seal Replacer

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