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1
®
COMPACT 500 INTEGRAL HYDRAULIC POWER STEERING GEAR
FOR FORD MOTOR CO. CARGO VEHICLES
SD-30-4250
I. DESCRIPTION
The Compact 500 Hydraulic Power Steering gear is designed
for heavy duty vehicles with front axle weight ratings of up to
15,000 l s. It is an integral power steering gear incorporating
the mechanical and hydraulic actuation and control
components in a single cast housing which serves as the
power cylinder.
The vehicles steering column is coupled to the gear at the
input shaft which transmits steering effort through a
recirculating all screw and piston nut. The piston nut is an
integral part of the power assist piston and also acts as a
steering damper. The direction and degree of power assist
is controlled y a rotary hydraulic valve which is integral to
the input shaft and supplied y an engine driven hydraulic
pump.
This valve design assures light, responsive steering while
maintaining a mechanical connection etween the steering
column and the all screw.
II. OPERATION
GENERAL
The C-500 integral power steering gear is composed oth of
mechanical steering components and hydraulic power assist
components. Actual steering is accomplished mechanically.
Effort applied at the vehicles steering wheel results in
mechanical movement within the steering gear which causes
the vehicle to change its direction of travel. The hydraulic
power assist components function solely to reduce the effort
required to turn the vehicles steering wheel. Loss of hydraulic
power will in no way prevent the vehicle from eing
maneuvered mechanically, however greater effort will e
required to turn the steering wheel.
MECHANICAL OPERATION
The turning effort exerted y the driver on the steering wheel
is transmitted to the input shaft which is part of the all
screw assem ly. The all screw and piston nut function like
2
Page No.
I. DESCRIPTION 2
II. OPERATION 2-4
1. General 2
2. Mechanical Parts 2
. Hydraulic Parts 2,
4. Power Steering Identification 4
III. TECHNICAL DATA 4
IV. PREVENTIVE MAINTENANCE 4-5
1. Power Steering Oil 4
2. Draining and Filling the System 4
. Change Intervals 5
4. Output Shaft Sector Teeth Adjustment 5
5. Output Shaft Boot Seal 5
V. CAUTION NOTE 5
VI. REMOVAL 6
VII. SPECIAL TOOL REQUIREMENTS 6-7
VIII. DISASSEMBLY 9-16
1. General 9-11
2. Piston 11-1
. Main housing 1
4. Side cover 1
5. Valve Body 14
6. Pressure Relief Valve 15
7. Output shaft 16
8. Cleaning 16
9. Inspection 16
IX. REASSEMBLY 16-2
1. Valve body 16-17
2. Spindle assembly 17-18
. Piston 19-20
4. Main housing 21
5. Housing and valve body 21
6. Output shaft 21
7. Side cover 22
8. Housing and side cover 2
9. Adjustment of output shaft backlash 2
X. PRESSURE, FLOW & LEAKAGE TESTS 2 -25
1. Relief Pressure Test - Power Steering Pump 24
2. Relief Pressure Test - Power Steering Gear 24-25
XI. TROUBLESHOOTING 25-27
TABLE OF CONTENTS
3
FIGURE 1 - MECHANICAL OPERATION
BALL SCREW
RECIRCULATING
BALLS
PISTON NUT
STEERING
WHEEL
SPINDLE
PITMAN
ARM
POWER CYLINDER
PITMAN ARM
PISTON NUT
RECIRCULATING
BALLS
LEFT TURN RIGHT TURN
a screw and nut through the action of the chain of
recirculating alls that serve as an interface. Rotation of
the all screw causes axial movement of the piston within
the power cylinder. Gear teeth cut directly into the piston
mesh with corresponding sector gear teeth on the output
shaft and as the piston moves, the output shaft and attached
pitman arm are rotated.
HYDRAULIC OPERATION
The driven end of the all screw rotates on a all earing
contained in the valve ody. Hydraulic pressure enters and
exits the power steering gear through lines connected to
threaded ports in the valve ody. A pressure relief valve
contained in the valve ody prevents overpressurization of
the power steering gear.
Hydraulic pressure in excess of the setting of the relief valve
causes the valve to open a channel to the reservoir return
side of the gear.
The all screw assem ly is retained in the valve housing y
a valve nut which forms the outermost element of the rotary
control valve. The valve nut contains circular channels and
radial passages which serve to direct hydraulic oil into and
out of the rotary control valve. The all screw assem ly forms
the rotary control and consists of three parts; the input shaft,
torsion ar, and all screw.
One end of the input shaft is finely splined for connection to
the steering column while the other end has a coarse spline
which fits loosely with a similar spline inside the worm screw.
The coarse splines form mechanical stops which limit the
amount of relative rotation etween the all screw and input
shaft. A torsion ar connects the input shaft to the all screw.
Six evenly distri uted longitudinal grooves are machined into
the outer surface of the input shaft and correspond to six
grooves machined into the ore of the all screw. Holes
extend from the outside surface of the all screw into the
six grooves in the ore. These holes allow pressurized oil to
enter and exit the two inner elements of the rotary control
valve. The six grooves in the ore of the all screw are
connected alternately to each side of the piston through
three pairs of the drilled holes. The other three holes admit
pressurized oil directly to three of the six grooves in the
input shaft. The other three grooves in the output shaft carry
oil to the return line connection. The length of the six pairs
of grooves cut into the all screw and input shaft allows
large pressure changes to e achieved with a small rotational
displacement of the valve elements.
The rotary control valve is an open center type which allows
a continuous flow of oil (through the longitudinal grooves in
the input shaft and ore of the all screw) when held in the
neutral position y the torsion ar. The large porting of the
valve design allows neutral position operating pressure to
remain in the 40-65 psi range which results in reduced
hydraulic pump power consumption and lower oil
temperatures.
When steering effort is applied, the input shaft and all screw
tend to turn in unison however the spring action of the torsion
4
FIGURE 2
SEAL AND
GLIDE RINGS
SPINDLE ASSEMBLY W/
ROTARY VALVE (BALL
SCREW ASSEMBLY)
DELIVERY FROM
ROTARY VALVE
OIL OUT
INPUT
SHAFT
VALVE NUT
BY PASS
VALVE
CIRCULAR
GROOVES
OIL IN
ROTARY
VALVE
SUPPLY
OUTPUT
SHAFT
PISTON
OIL PASSAGE
DRAIN PLUG
FIGURE 3
MECHANICAL-
HYDRAULIC PARTS
CIRCULAR
GROOVES
OIL OUTLET
INPUT SHAFT
BEARING
BY PASS
VALVE
LONGITUDINAL
GROOVES
OIL INLET
PARTS WITH NO
MOVEMENT
MECHANICAL
MOVEMENT PARTS
CONNECTING POLE
TORSION BAR
BALL SCREW
ar results in the input shaft rotating slightly in advance of
the all screw. The six pairs of grooves that form the rotary
control valve are displaced from their neutral flow position.
As steering effort increases so does the amount of
displacement. Depending on the direction steered, the groove
displacement of the input shaft directs hydraulic oil through
the appropriate drilled passages in the all screw to one
side or the other of the piston. Hydraulic pressure acting
upon the piston surface eliminates much of the pistons
resistance to movement. Spring force exerted y the torsion
ar causes the all screw to rotate as piston resistance is
removed. As the all screw rotates, the relative groove
5
displacement is eliminated and the rotary valve returns to a
neutral position.
Moderate effort at the steering wheel produces smaller valve
displacements and lower power assist, thus providing good
steering feel. At increased displacements the pressure rises
more rapidly giving increased power assistance and quicker
response. Maximum pressure is developed after
approximately 3' displacement giving a direct feel to the
steering. Groove displacement is limited y the freeplay of
the stop spline mesh etween the input shaft and all screw.
The splines take up the steering movement while allowing
the torsion ar to hold the groove displacement. The torsion
ar and stop splines form two parallel means of transmitting
the steering torque. When no steering torque is applied, the
torsion ar returns the valve grooves to a neutral position
allowing the pressurized oil to flow to the return line.
Power assisted movement of the piston nut within its ore
is limited y poppet valves installed in oth piston faces.
When the piston approaches its extreme travel in either
direction, the stem of the limiting poppet valve makes contact
at the end of the piston ore. As piston travel continues, the
limiting poppet is unseated and some hydraulic power assist
is removed as pressurized oil is diverted to the return line.
As more and more power assist is removed y the action of
the limiting poppet valves, steering effort increases. The piston
can travel to the extreme ends of its ore, however, the
maximum steering assistance availa le is reduced to protect
the steering components in the axle.
The ypass valve is located in the valve ody and permits oil
to flow from one side of the piston to the other when it is
necessary to steer the vehicle without the hydraulic pump
in operation. Oil displaced from one side of the piston is
essentially transferred to the other side which prevents
reservoir flooding and cavitation in the pressure line.
The pressure relief valve is located in the valve ody and
limits internal hydraulic pressure to a preset maximum. The
pressure relief valve can e set to various pressures, however
its setting is 150 p.s.i. lower than the power steering pump
relief valve setting.
POWER STEERING GEAR IDENTIFICATION
A nameplate is installed adjacent to one of the mounting
lugs of the unit which indicates part num er, serial num er
and uild date.
III. TECHNICAL DATA
- Steering ratio ........................................................... 21:1
- Num er of turns of the steering wheel ..................... 5.25
- Turning angle on the output shaft .......................90° + 2°
- Output shaft torque o tained with an effective pressure of
1885 p.s.i. (132.5Kg/cm2) .......... 41,947 in.-I s (474 m/Kg)
- Hydraulic oil ............................................... Ford part no.
(Ford Esp. M2C1 38-CJ) XT-2-QDX (Dextron II)
- Normal working temperature .................... 248°F(120°C)
- Normal peak temperature ........................ 302°F (150°C)
- Normal flow ......................... 4.2 + 2 G.P.M. (16 + 1 L/m)
- Maximum working pressure 1885 + 60 psi(130+4Kg/cm2)
- Maximum pressure drop in the return ducting .................
............................................................. 60 psi (3 Kg/cm2)
FIGURE 4 - SCHEMATIC OF THE ROTARY VALVE OPERATION
RETURN
BY-PASS
VALVE
PUMP
STRAIGHT AHEAD RIGHT TURNLEFT TURN
6
IV. PREVENTIVE MAINTENANCE
POWER STEERING OIL
It is important that an approved oil e used to assure proper
operation of the power steering unit. The vehicle
manufacturers recommendations should e adhered to.
Once an oil type is in use, it should never e mixed with any
other type. If it should ecome necessary to change types
of oil, the entire system must e drained following the
procedure elow.
DRAINING AND FILLING THE SYSTEM
1. Lift the front axle sufficiently to raise the wheels clear of
the ground.
2. Disconnect the return line at the valve ody outlet port.
The outlet port is identified y the arrow which flows out
of the gear. Turn the steering wheel to the left as far as it
will go. Run the engine for 10 seconds at the most until
the oil is drained from the reservoir and pump. Switch off
the engine and turn the steering wheel ackwards and
forwards from full lock to full lock until all the oil is drained
out.
3. Clean the outside of the reservoir. Remove the old filter
element. Oil the filter support and assem le with a new
filter.
4. Fill reservoir full of oil.
5. Turn the engine over with the starter motor. (Must e
done in a manner that the engine does not start.) Add oil
as the level drops to avoid air eing drawn into the
system.
FIGURE 5
TORSION BAR
ROTARY VALVE
OUTPUT SHAFT
SECTOR GEAR
VALVE NUT
GLIDE RING (3)
INPUT
SHAFT
VALVE
STOP
BALL BEARING
O-RING (3)
NEEDLE BEARING
BOOT OUTPUT
SHAFT
PITMAN
ARM NUT
PISTON
SEAL & GLIDE
RINGS
HOUSING
SPINDLE (BALL
SCREW)
RECIRCULATING
BALLS
LIMITING
POPPET
7
6. When the oil level reaches the full mark on the dipstick,
start the engine and turn the steering wheel slowly from
side to side until air u les cease to appear in the
reservoir. Refill reservoir to full mark on the dipstick.
7. The oil level should e checked every 2,000 miles. The
correct level is etween the minimum and maximum level
marks on the dipstick with the engine stopped.
CHANGE INTERVALS
It is recommended that the oil e changed at 40,000 mile
intervals and at the time of re uild. Beyond its function as
the media for transmitting power, the oil also serves to
lu ricate and dissipate heat. Carefully clean, inspect, and
replace if necessary all filter elements in the pump system
including vents and reathers.
OUTPUT SHAFT SECTOR TEETH ADJUSTMENT
The gear lash etween the piston teeth and sector gear
should not require attention in normal service, however a
provision for adjustment is provided.
Adjustment requires that the steering gear e drained and
the pitman arm and input shaft disconnected from the vehicle.
The adjustment procedure is descri ed at the end of the
assem ly section of this manual.
OUTPUT SHAFT BOOT SEAL
Inspect the integrity of the output shaft oot seal located
etween the pitman arm and housing. This component
prevents contamination from entering the output shaft earing
and retains grease on the earing and output shaft to prevent
corrosion. If deterioration or leakage is detected, it should
e replaced.
V. IMPORTANT! PLEASE READ:
When working on or around the Power Steering system and
components, the following precautions, should e o served:
1. Always lock vehicle wheels. Stop engine when working
under a vehicle. Keep hands away from pinch points.
2. Never connect or disconnect a hose or line containing
pressure. Never remove a component or pipe plug unless
you are certain all system pressure has een depleted.
3. Never exceed recommended pressure and always wear
safety glasses.
4. Never attempt to disassem le a component until you
have read and understood recommended procedures.
Use only the proper tools and o serve all precautions
pertaining to use of those tools.
5. Use only genuine Bendix replacement parts and
components.
A. Only components, devices and mounting and
attaching hardware specifically designed for use in
hydraulic systems should e used.
B. Replacement hardware, tu ing, hose, fittings, etc.
should e of equivalent size, type and strength as
the original equipment.
6. Devices with stripped threads or damaged parts should
e replaced. Repairs requiring machining should not
e attempted.
VI. REMOVING THE POWER STEERING GEAR
1. Mark or identify the inlet and return lines at the valve
ody ports.
2. Drain the system following the instructions presented
under preventive maintenance. Remove oth inlet and
return lines.
FIGURE 6 - REQUIRED TOOLS
297 7 297 1
297 75 297 0297 74
8
3. Disconnect the steering column at the input shaft following
the vehicle manufacturers instructions.
4. Disconnect the pitman arm from the vehicles steering
linkage using the vehicle manufacturers instructions.
CAUTION: If it is necessary to remove the pitman efore
the steering gear can e removed from the vehicle, DO
NOT USE HEAT OR POUND ON THE PITMAN ARM
OR OUTPUT SHAFT as damage can result. Do not
attempt repairs to these components. They must e
replaced if damaged. Use a large gear puller to remove
the pitman arm such as Snap-On puller #CG-283 or
Ford part num er T64P-3590-F.
5. Remove the steering gear from the vehicle.
VII. SPECIAL TOOL REQUIREMENTS
The following spe ial tools are required to disassemble and
assemble the power steering gear.
297661 Spann r Wr nch - Used to remove and replace
the valve nut.
297676 S ating Tool - Used to assure seating and
prevent damage to the teflon glide seal rings in the valve
nut during reassem ly.
297674 Pilot d S al Tool - Used to seat the seal and
spacer in the ody of the power steering gear.
297675 Pilot d S al Tool - Used to seat the seal in
the end cover.
297660 Popp t Wr nch - Used to remove and install
limiting valve poppets.
Th following sp cial tools ar availabl and ar us ful
but not r quir d for routin disass mbly/ass mbly of
th pow r st ring g ar unl ss r plac m nt of th
b aring rac s is r quir d.
297678 Holding Fixtur - Used to hold the piston and
the valve assem ly during disassem ly and assem ly.
Note: Part No. 297678 includes the holding fixture and
spanner wrench 297661.
297677 Pilot d Bushing Tool - Used to seat the earing
race in the main housing.
297647 Pilot d Bushing Tool - Used to drive earing
race out of the main housing. Also used to drive split
earing race into valve ody.
VIII. DISASSEMBLY
GENERAL
A high level of cleanliness should e o served at all times
when working on the power steering gear. Clean the exterior
of all parts prior to disassem ly.
The following disassem ly and assem ly procedure is
presented for reference purposes and presupposes that a
major re uild of the power steering gear is eing
undertaken. Several replacement parts and maintenance
kits are availa le which do not require full disassem ly. The
instructions provided with these parts and kits should e
followed in lieu of the instructions presented here.
OUTPUT SHAFT REMOVAL
1. After removing the power steering unit from the vehicle
and cleaning the outside, secure the power steering
unit to the work ench for disassem ly. A large vise
with jaw protectors may e used. Clamp across the
mounting olt osses. (Do not overtighten.)
2. Using a 17mm wrench, remove the drain plug from the
housing and drain out all oil. (Fig. 8)
3. Loosen and remove the four olts(1) from the valve ody
with a 22mm socket. (See Figures 7 & 9)
FIGURE 6A - NON REQUIRED TOOLS
297 78
297 47
297 77
9
FIGURE 7
1. Valve Body Bolt
2. Washer
3. Pressure Relief Valve Plug
4. Sealing Washer
5. Adjusting Washer Shim)
6. Pressure Relief Valve Spring
7. Spring Guide
8. Pressure Relief Valve
9. Pressure Relief Valve Seat
10. Sealing Washer
11. By-pass Ball Valve Spring
12. By-pass Ball Valve
13. Input Shaft Dust Seal
14. Snap Ring
15. Input Shaft Seal
16. Valve Body Housing
17. Valve Body O-Ring
18. Valve Body Seal Ring Nylon)
19. Valve Body O-Ring
20. Pitman Arm Nut
21. Pitman Arm Nut Lock Washer
22. Pitman Arm
23. Output Shaft Boot
24. Boot Retainer
25. Snap Ring
26. Needle Bearing Assy
27. Output Shaft Seal
28. Valve Body & Spindle Ball Bearing
Outer Race Split)
29. Ball
30. Ball Bearing Cage
31. Valve Nut O-Ring
32. Valve Nut Teflon Glide Ring
33. Valve Nut
34. Spindle Assy. Valve & Ball Screw Assy.)
35. Output Shaft
36. Output Shaft Adjusting Screw
37. Output Shaft Adjusting Screw
Shim Washer)
38. Snap Ring
39. Side Cover Output Shaft Seal
40. Side Cover O-Ring
41. Side Cover Assy. includes Needle Bearing
Assy.)
42. Side Cover Bolt
43. Output Shaft Adjusting Screw Lock Nut
44. Housing Drain Plug
45. Housing
46. Piston Backup Ring
47. Piston O-Ring
48. Piston
49. Recirculating Ball Tube
50. Ball Tube Cover
51. Snap Ring
52. Piston Limiting Body Nut
53. Piston Limiting Body and Valve Seat
54. Piston Limiting Stem Short)
55. Piston Limiting Stem Long)
56. Limiting Body Stop Washer
57. Limiting Valve Spring
345
789
1
2
13
14
15
1
10 11 12
17
19
18
28
28
29
31
31
31
52
54
53
29
57
5
48
29
5
55
52
53
4
50
47
51
4
29
42
43
41
34
23 24 25 2 27
20
21
22
44
4
37 38
40
3 39
35
45
49
2
30
32
32
32
33
10
FIGURE 11
4. Separate the valve ody from the housing y rotating the
output shaft using the pitman arm if it has not een
previously removed. Continue to separate the valve ody
from the housing until one of the O-ring seals is visi le.
NOTE: It may e necessary to hold or rotate the input
shaft to perform this operation. (See Figure 10)
5. Remove the pitman arm y un ending the nut lock (21)
and remove the pitman arm fastening nut. Remove the
pitman arm using a large gear puller such as the Snap-
On #CG-283 or Ford part num er T64P-3590-F.
CAUTION: Do not use heat or pound on the pitman arm or
output shaft as damage can result. These components
must e replaced rather than repaired if they are damaged.
Remove any accumulated dirt, grease, grime, and
corrosion from the exposed portion of the output shaft to
facilitate removal through its seal. (See Figure 7)
6. Loosen and remove the lock nut(43) from adjusting
screw(36) on the side cover, using a 24mm socket.
Remove the four olts(42) from the side cover(41) with a
22mm socket. (See Figures 7, 11 & 12)
7. Using a 9mm wrench turn the head of the adjusting
screw(36) clockwise to lift the side cover out of the
housing. (See Figure 13)
FIGURE 8
FIGURE 9
FIGURE 10