Engine - Block, Bling & Installation
Type/Size: V8 Ford 302 (5 ltr, 350 bhp)
Block ID: E7TE-CA (1987 Truck/Mustang)
Delivery: To Leeds/Bradford airport, then UPS (door-to-door)
Installation: Supposedly quite straightforward
Gearbox: Tremec TKO-500
Ready for Shipping
(Link to engine running at the factory)
(Link to engine running - sump view)
Installation of Engine & Gearbox
Background & Preparation: Having mentally worked my way around the engine and gearbox, and having plucked up enough courage to get my act together, I decided the safest way to install the engine and gearbox was to use the leveling-bar method. This option virtually eliminates the risk and there is no chance of anything slipping or causing undue pressure on anything. E.g. sump, water pump etc.
I did consider buying an engine hoist, but that would end up being serious garage jewellery after using it once; so I hired one. But I couldn't hire a leveling-bar; only webbing straps which I didn't want to use so I decided to buy one... (Less garage jewellery and something I can sell easily if I decide to...) I'm not a fan of spending money on something I will use only once, but in this case safety was paramount, followed by a very healthy and fiscal preservation requirement to not drop or damage the engine or gearbox.
In addition, I looked on YouTube and found many videos of how to lift and install and engine and gearbox... Some were very good and some were very very scary.
A great confidence booster -and enabler for me- was the video made by the Engine Factory of how to properly lift an engine. This, by attaching a supporting device i.e. a leveling-bar or steel rope with loops on the end and a runner in between... And coincidentally, the demonstrator (Tim) was the person who built my engine.
Looking on the web for a leveling-bar, it became clear very quickly that there are 'leveling-bars,' and there are "leveling-bars." Some were 31.5 cm between chain pivots. My engine, a V8 Ford 302 and the heads being 50 cm long, required something more fitting, so I opted for the Machine Mart one; this one having a generous 73.0 cm between chain pivot points... (Am happy with this.) Also, the bar came with adjustable hooks that attached to the chains and of which enabled me to precisely adjust the length at each end to equalize the weight distribution... (A very useful feature and one I had not considered.)
The Edelbrock RPM Performer heads have three bolt holes at each end. These for bling, pulley kits and for lifting. However, the threads are Imperial (3/8 and 7/16th); and figure the odds on this... not a mile from where I live there is a Tool and Bolt shop called "Harrogate Tool & Bolt Ltd" which specialise in Imperial nuts and bolts (as well as Metric.) So a couple of hours later I had the necessary high-tensile imperial bolts I needed. And most of this time was spent in the new-found Aladdin's Cave of Imperial goodies having a look around and chatting to the owner about "stuff"... (Planets lining up or what..!)
Back in the garage, and with everything in place and attached, I took up the strain.
The engine was lifted up to just off the floor and I let it sit there for a while thinking the whole contraption would collapse [which it didn't.] Then I removed the steel engine transit frame that was attached to the engine mount bolt holes, and of which kept it secure and stable during transit. Then I attached the engine mounts (hand tight only) my rationale being to drop [metaphorically speaking] the engine directly onto the chassis mounting plates... (More on this later.)
So with the radiator and cross-member bars removed from the chassis, it was time to have the engine and gearbox gain some altitude.
I raised the engine and gearbox to about 45 cm off the floor and rolled the chassis underneath as far as it would go. Then I turned the handle on the leveler-bar to lower the back end to allow the gearbox to clear the top chassis bar at the back of the engine bay. I had this bar protected with a stout piece of webbing to protect the powder coat if I knocked it with the bell housing.
- The engine mounts, being already fitted to the engine, were in the way and were snagging on the two chassis engine mounting plates. This had the effect of not allowing the bell housing to clear the top bar of the chassis frame, therefore it would not go down or in any further; so I removed them which allowed the box to drop down more and slip under the top bar, and in, very nicely.
- I had to be very careful not to dink the front brake pipe with the front of the sump. There is an "L" shaped part of the brake pipe run that protrudes a couple of inches inwards towards the sump. I assume it's there to absorb vibration, and it was a simple task of just maneuvering the sump around it until it cleared the pipe.
Also, at this point in the proceedings, I reattached the mounts and gently lowered the engine down until it was just touching the chassis plates... (So far so good and no drama.)
Then, after ~30 minutes of admiring and jiggling to square everything up, the tension was fully released and the engine and gearbox were in and sitting pretty... (Definitely tea and chocolate digestive time.)
I also moved the front flexible brake line by re-positioning the "P" clip (the one just below the lower pulley.) It was originally running along the top of the bar directly under the moving pulley but with only about 1 cm clearance. Wasn't comfortable with this so I moved it to the front of the bar and well out of the way of any movement and bouncing.
Prior to all this, I had test-fitted the mounts on the chassis plates to ensure they would move from side-to-side as they were designed to. They are designed to move about +-0.3 cm each way; and I assume this movement has something to do with getting the engine to sit properly... (But that's a too technical thought for me at this stage.) I used M12 bolts to secure the engine mounts to the chassis with a couple of washers to take up the slack.
Manufacturing the Gearbox Mounting Plate:
The gearbox was nicely positioned in the tunnel and I temporarily supported it with a plywood mounting template. I used the 1/4 inch steel plate from the engine transit frame to manufacture the proper one. I just needed to cut it to size and drill six holes in it. Not too concerned about drive-line angles at this stage but I will get this sorted before I tighten everything up.
Comment: Most gearbox mounting plates I'm seen on blogs are attached to the underside of the chassis support frame... I'm not comfortable with this configuration as all the weight and stresses are on the four fixing bolts. I intend to put mine on the top of the two fixing brackets, therefore having all the weight supported by the plate and therefore having no stress being placed on the retaining bolts.
Measured up and cut the plate using my 9-inch angle grinder (man-cave tool or what..!!!) then dressed it and tweaked the fitting with a hand file.
Issue: Perfect fit, however, when trial fitting the plate, the weld fillets on the chassis (where the supporting brackets are welded onto the frame) were causing the plate to not sit flush, so I trimmed the underside edges to ensure a snug mating of the horizontal surfaces.
Marked up for the holes by lowering the gearbox (with the gearbox mount now attached) until the two bolts were touching the plate. Then I marked-up these and the positions for the four plate securing holes and drilled them for a perfect fit. I've used M12's for the four fixing bolts and the two mount bolts were 3/8th... (Job's a good'un)
Prop Shaft: Having the gearbox in position with the gearstick centralised, I measured the distance accurately between the back of the gearbox and the front of the diff' for the prop shaft. Took a picture and sent it to GD and placed an order.
Drive Line Angles: Did some research on drive-line angles and Tremec have a very nice Smartphone App' that takes three angles and tells you if the angle differences between the gearbox and diff' (with the prop shaft in place) are within acceptable limits. Much more to be learnt on this subject though...
Carroll Shelby: Ford Engine Association
(Fact file from the Web)
In August 2012, three months after Carroll Shelby died, the city of Dearborn, Mich., granted Ford Motor Co.'s request to change the name of a street on the company's sprawling product development campus to Carroll Shelby Way.
It's a one-of-a-kind honor -- no other street on Ford's campus is named for a key figure in the company's history. Even though Shelby's relationship with Ford turned rocky for a time in the 1970s and '80s, no one did more to burnish Ford's performance cred than Shelby.
Born in 1923 in Leesburg, Texas, Shelby roared through the world's automotive scene like a tornado, leaving marks as a racer, automaker, marketer and businessman. He is the only man to win Le Mans as a driver, team owner and manufacturer. The name Shelby is synonymous with performance.
Shelby vehicles such as the Ford-powered Cobra sports car, first-generation Shelby Mustang, Le Mans-winning GT40 and modern Mustang are among Ford's post-World War II highlights.
But Shelby also had a hand in the creation of the Dodge Viper sports car, various high-performance Chrysler products and his own sports car, the Shelby Series 1.
The Road to Ford
In the late '50s, as a driver on the world's racetracks, Shelby devised the plan that eventually took him to Ford. His dream: Build an agile and powerful lightweight sports car using a European chassis and a reliable American V-8 engine. He did not intend to make more than 100 or so cars a year. The race-ready cars would have the bare essentials to make them road legal.
In 1962, Shelby spoke with Ford's Dave Evans, chief engineer of a new, lightweight 221-cubic-inch V-8, about using the engine.
Evans sent Shelby an engine to see if it would fit in an AC Ace, a British-made sports car. It did. And not long after, Shelby was in business in a rented warehouse in Venice, Calif., installing Ford engines into AC bodies with flared fenders for fatter tires. He named the car the Cobra. The 221-cubic-inch V-8 later morphed into the Mustang's 260-, 289- and 302-cubic-inch V-8s.
In spring 1964, Ford launched the Mustang. By summer it was available with its first high-performance engine, a 271-hp, 289-cubic-inch V-8. The GT version added dual exhaust, fog lights, styled steel wheels and other items.
But a horsepower war was brewing in Detroit, touched off by the Pontiac GTO. The '64 GTO could be ordered with as much as 348 hp. Soon after came high-performance Dodges, Oldsmobiles, Chevrolets and Buicks.
Needed: More muscle
The cigar-chomping Lee Iacocca, Ford's general manager in the early 1960s, knew of Shelby and knew that he was stuffing Ford engines into British-made sports cars.
It's unclear whether Iacocca approached Shelby or vice versa about turning the Mustang into a performance car.
But in Shelby, Iacocca found someone who knew his way around Ford's parts bin and whose name could bolster the Mustang's performance cred. In Iacocca, Shelby found someone willing to write the checks to make things happen with a minimum of interference.
"It was Lee Iacocca who really stayed behind us all the way, encouraged us, and then got us into the Mustang program," Shelby wrote in Alex Gabbard's 1990 book, Fast Mustangs.
Ford shipped a few early 1965 Mustang fastbacks for Shelby to test in California. And Shelby's track testing exposed some weaknesses.
Shelby told Ford the car needed quicker steering, stronger brakes and more power.
"Ford Motor Co. marketing executives were game to support almost anything Shelby could come up with, knowing the rub-off from a Shelby modified Mustang would increase sales of non-Shelby Mustangs," Wallace Wyss wrote in his 1977 book, Shelby's Wildlife: The Cobras and Mustangs.
With the Mustang deal in hand, Shelby rented a Los Angeles airport hangar in 1965 and set up a production line. Shelby got Ford to commit to giving him two days' of 1965 Mustang production from the San Jose, Calif., plant.
Performance tweaks included a hood with air scoops, a new intake with a Holley carburetor, a performance cam, exhaust headers, big disc brakes and a retuned suspension.
Horsepower jumped to 306, but because the Mustang was smaller, lighter and more agile than Detroit's mid-sized muscle cars, Shelby Mustangs occupied their own niche. Blue stripes were added down the hood and on the sides. A fiberglass cover was placed where the back seat would have been.
The car created a stir. The GT350 could do something its higher-powered Detroit muscle-car rivals could not: handle well.
Hal Sperlich, the Ford product planner who helped bring the Mustang idea to life, credits Shelby with helping build the Mustang's performance image.
"He came in and worked with engineering and styling and product planning and brought some of his ideas," Sperlich told Automotive News recently. "It was an alliance. He had a close relationship for a lot of years using Ford power in his cars and putting his signature to Shelbyized versions of Fords. He was a great, fun guy."
The arrangement lasted until the final 1966 Mustangs were built. Then Ford transferred production of Shelby Mustangs to a small company in suburban Detroit. The '67 Shelby Mustang got bigger and heavier. Shelby, tied up with Ford's efforts to race the GT40 at Le Mans and beat Ferrari, distanced himself from Ford.
The Shelby Mustang carried on until the 1970 model year, adding luxury and grand touring features and a convertible version. In the mid-1970s Ford angered Shelby by using the Cobra name on the Pinto-based Mustang II. In 1988, Shelby sued Ford for using the GT350 name on a Mustang.
By the late '90s, Ford and Shelby put their differences aside and Shelby helped develop the 2005 GT, the supercar created to celebrate the company's 100th anniversary.
Shelby continued working with Ford on the redesigned Mustang launched in 2005.
The most powerful American-made production car available today is the Shelby Mustang GT500 with its 662-hp V-8. It stays true to Shelby's original vision for the cars he helped create: that they could go straight from the showroom to the racetrack.
"Before Carroll left us, he spent hundreds of hours with the Ford engineering team," says Jim Owens, Mustang marketing manager. "He knew what it took to make a car a racing legend and he shared that with the Ford team. So a little bit of Carroll is in every Mustang we will produce now and into the next 50 years.