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OILING SYSTEM AND RELATED ITEMS
Oil usage; thermostat; cooler; oil pressure bypass valve in the canister, etc.

©
copyright, 2012, R. Fleischer

oilingsystem.htm
50A

This article is expected to be used together with 50B and others!


   
Everything that follows here is my personal belief, and a NON-leaking engine is assumed.

OIL USAGE:
In my opinion a good running airhead....particularly the later types with Nikasil....or earlier iron barrel ones in very good condition...will have over 3000 average-Joe-rider miles per quart.  WELL over 5000 is NOT unusual with Nikasil cylinders, sometimes even with the old iron cylinders; if cylinders, rings, and valve guides are all excellent. With the Nikasil cylinders, this can often be the situation for over 100,000 miles, even as valve guides wear out.    Some riders like to go above 6000 rpm (roughly) a LOT.  They will use oil up much faster.   Riders in very hot desert type weather conditions will generally use oil faster.  Oil usage goes up as valve guides and rings (also old iron cylinders) wear. 

I want to caution that the quality of the oil has a LOT to do with 'oil burning', and moreso if one has the early low capacity oil pan, especially on the larger engines.    The condition of the breather valve and if the stock breather hoses are in place, may also affect things a fair amount too.   I actually worked on a breather setup once in which the modified hose arrangement by the owner had such a nice slip-stream effect that it literally tried to suck oil out of the engine breather.  Cheap oils almost always have additive parts (of the oil compounding) that burn off rapidly, and that is NOT a great idea....because sometimes it is some valuable parts of the oil that disappear too fast.  Some fairly good changes in oil viscosity can occur, and there are cheap wear protectants in most car oils which are NOT designed for air-cooled flat tappet engines. 

As the engine burns oil, it tends to leave some deposits, coking/carbon, on the top of the piston, in the upper ring grooves where the temperature is hotter than below, and on the head.   That raises compression ratio, but also leaves nice places for some of that carbon to glow red, and cause improper ignition.  Use of poor oils can tend to promote problems in the guides, and deposits on the stems.  There are other niceties that happen, including a situation with the carbon absorbing some fuel mixture....but that, and some other things, are mostly....as I call it....Nerdie-philes information.  Because of all the variables, I hesitate to give a maximum usage before any deep investigation is recommended.  Perhaps 2000 miles per quart may be a point where some thinking should be done, and certainly if maybe under 1000.   If ring and barrel wear is the cause, but compression is not too bad, and the valves are not excessively old, I probably would just ride for awhile....but one should not let wear go too far....penny wise, pound foolish.   On the older engines, with shallower pans, I suggest NOT filling the level to the maximum mark.

Modern petroleum based oils (and, except for the temperature of breakdown, synthetics too) are designed to work best in the range of 110° C...130° C  (230° F-266° F).  Above 150° C (302° F), oil breakdown increases
exponentially, and by about 160° C (320° F), degradation is quite rapid. Petroleum oils will cease to lubricate with any effect, at about 170° C (338° F)...synthetics at about 190 C (374° F).   For practical purposes, petroleum oils are OK to about 240° F.  The temperature of the oil in the airhead oil pan is one thing....it can be FAR higher in the cylinder head.  The oil needs to reach a reasonable temperature in the pan, for condensed moisture to boil out (evaporate, if you will).

 

Thermostat, oil path, cooler:
The thermostat, on models so equipped, seldom fails.  They have been known, RARELY, to stick.  This does not have any real effect on engine oil flow.  The thermostat is NOT simply an on-off valve.  The valve inside the thermostat determines what percentage of oil is routed to the cooler.   The thermostat is specified to begin opening at 80°C (176°F) and be fully open at 110°C (230°F).  GS models do not use the thermostatic plate, and without the thermostat they use a sized hole to control the oil flow to the cooler.  That, in practice, seems adequate, although using a lot of rpm with very cold engine oil at startup, MIGHT be hard on the cooler soldered/brazed seams; so see below on the proper hole size.  The GS cooler is supposed to be COVERED in really cold weather, to avoid OVERcooling the oil.  

 It is not clear to some folks exactly what the path of the oil is in the canister and cooler.  The high pressure oil output from the oil pump goes directly to the oil canister chamber, such that it is applied to the OUTSIDE of the filter.  The oil passes through the filter and then to the outer filter end, where sort-of slots in the metal filter cover allow oil to pass to the right.  The oil goes into the outer cover via a hole that is offset from the center hole.  The filter right end is semi-sealed to the cover by the square-sectioned smaller O-ring.  In the thermostat models, that outer cover hole is 8 mm in diameter.  The oil flows into the cover plate and immediately out of the plate into the central pipe, which is a light fit into the cover, as the cover is installed during a filter change.  Thus, it is important, if checking the central pipe for tightness, that you do not make burrs on the pipe end.  The pipe must stick into the cover central hole.  The pipe normally sticks into that cover central hole about 3 mm.  The central pipe is the route for the oil to get to the engine oiling passageways. 

 If the filter should get clogged (highly unlikely), the oil gets into the engine via a spring loaded ball-valve, located at the far inner end of the canister.  That should be inspected with a flashlight at oil filter changes.  There have been instances of that ball check valve spring disintegrating....which could allow metal to go directly into the sensitive engine areas.  There is little if any filtering, if the ball check valve is not intact and functioning.  

MORE:    This ball-check valve has VERY VERY rarely come loose, and you find parts in the canister area.  Somewhat more often, but still quite rarely, the spring has broken, and bits of it gets into the oiling system....very bad news, as considerable damage is possible.  If you have to replace the valve or otherwise repair it, clean the threads with a good evaporating spray solvent, and then apply BLUE (medium strength) Loctite or equivalent, in a SMALL AMOUNT to the threads.   DO NOT get any on the ball and where it seats.  There is no specification on how deep to install the slotted holding part, so you will have to just estimate it....do NOT screw it in way too far, you will change pressure characteristics.   This caution paragraph is repeated elsewhere's in this website, and you can get a better idea of the oiling system by going to:   oilsketch.htm

 

 When the thermostat begins to heat up, and gets to about 176°F, it starts to open the passageways allowing SOME diversion of the oil that normally went from outer hole to inner hole....said diverted oil now goes to the oil cooler.

***
On the GS models with oil cooler and the non-thermostat cover, there is a factory bulletin on the early covers.     The bulletin says to inspect the small hole in that cover, and if 2.0 mm, to drill it to 5/32" (that is 4 mm) diameter.  That is the bypass port hole, the function of which is to allow SOME oil to flow, even if cold.  Increasing the hole size reduces the amount of oil passing through the cooler.  Speculation is that with the original smaller hole, some coolers ruptured with starts in quite cold weather from the VERY high oil pressure when the oil is very cold.   That hole is a bit smaller in diameter than the hole in the thermostatic type covers (which is, as noted well above, about 8 mm) 

The GS cover does not have a thermostat.  It uses that specific internal hole size to ALWAYS allow some oil to flow, and as the oil thins from heating up, more oil flows.  As noted above, the EARLY GS covers had a too-small hole, and it needs drilling....for the reasons outlined.  The GS radiator must be COVERED in quite cold weather to avoid OVER-cooling the oil.  The advantage of the GS plate is that it is simple, and takes up less room in the canister area.
***
The frame on the GS models is high, and the thermostat unit would NOT FIT those frames.  Take a look at a GS sometime. 


For information in great detail about the oil filter canister, oil cooler system, etc., refer to this website elsewhere's, especially OIL.HTM; and, also the Technical Tips section at the Airheads Beemer Club website: 
http://www.airheads.org

Note:  a sketch, with notes, on the oiling system passageways, etc., is at:   oilsketch.htm
Those notes contain information on many things dealing with the oiling system...and some changes made by BMW.
 

MORE:

The BMW airhead uses a wet sump oiling system. That is, there is a container, called the sump, which you might call the oil pan, that holds most of the oil, and plumbing/piping is arranged so that an oil pump draws oil from the sump to the oil pump for pressurized delivery elsewhere's in the engine. The type of pump design that BMW uses is called an "Eaton"...which uses a sort-of trochoid arrangement. The pump is very long lived, extremely powerful, and is capable of an enormous volume, hundreds of gallons per hour at high rpm. It is best not to remove the oil pump parts unless you have a reason to.  I do, however, remove the outer pump plate and take a few measurements, and replace the oil seal, anytime the flywheel (clutch carrier in later models) is removed.  In the pump area there is an index mark to line up and the vane has one inner edge chamfered, which goes on first. You MUST replace the O-ring if the plate is removed. 
I use a wee drop of Loctite BLUE on each clean and dry screw and female thread.

Oil is lifted (sucked?) from the sump into the fixed non-movable pickup, and that pickup, which dips well down into the sump, has a coarse metal screen. There was a difference in the design of the early pickup and the late one.  The early model had a small gasket on each side of an adapter that is on the top of the oil screen unit; later models had the engine casting changed so only one gasket is needed, and there is no adapter. Be sure the bolts are tight and Loctited (blue), if you have the pan off for any reason.

BMW has had at least three sizes of oil pan.   And....various oil pickups; dipsticks;....etc.
I have some of my own information in my Engine Internals article, that is a bit different, particularly on the dipsticks.  So, see that article too.    Instead of listing all the variations of pans, pickups,... and putting photos here, etc., Anton Largiader has done just about all of that already (but, see my engine internals article for the rest), and here is the hyperlink:
http://www.largiader.com/tech/oilpan/

 In a rare instance of quite hot oil and very abrupt braking, the system may loose pressure for a moment, turning on the OIL lamp.  Should you ever have your pan off, that is a good time to gaze up and inspect a cam lobe, marvel at the engine design robustness, understand what a tunnel-engine means. At that time, clean the screen, and be sure no cracks are seen in any part of the pickup and casting!!...and that the two bolts are treated with a drop each of Blue Loctite, and the bolts tight. If the spacer is plastic, replace it with the later metal version. I use a very thin amount of Permatex non-hardening sealant on the pickup junction gasket(s). No sealant is needed, and in fact NONE should be used for the pan gasket, and the pan bolts must not be overly tightened, which will warp the gasket and cause leaks. 5 or 6 foot pounds  plenty on the pan bolts.  You can check them after a few rides.

The oil pump is located at the rear of the engine, to the right of the crankshaft, behind a 4 bolt (or screw) cover plate. The center drive of the pump, which is the rear end of the camshaft, is different on early and late models.  That plate has an O-ring, and if you should have your flywheel (called a clutch carrier on the later models) out for such as a new main seal (and flywheel O-ring on some models), then you should remove the cover, install a new O-ring,
oil it, and immediately replace the cover assembly.  As noted above, I use blue Loctite on the clean threads. Two types of O-rings have been used. The original was black, and a later type which is a few thousandths of an inch thicker, is red. Two types of plates were used, one for taper head phillips screws, and one for bolts. Allen bolts have also been used. The sort-of trochoid 4 lobed vane is attached directly to the rear of your camshaft. That vane rotates inside of a 5 lobe rotating ring, and it may be hard to visualize how it works even if you have the cover off and are looking at it....until the engine rotates, and all seems clear to you (one hopes!).

The oil goes from the sump to the oil pump to the oil filter canister, where the oil is presented to the OUTSIDE of the oil filter, under very high pressure. The passageway (galley) from the pump to the oil filter canister area is plugged at the left side of the engine by allen plugs or screwdriver slot plugs,
and are best left alone.  One such plug is quite visible, the other is rearward and inward a bit (around the corner, so to speak).  That is, you will see one on your engine below the oil pressure lamp switch...horizontal with the left pushrod tubes. Another is a bit to the rear, 90° around the corner, near where the transmission mates to the engine casting. Very high oil pressure can be in this galley at engine start-up, particularly if the oil is cold.   The oil passes through the oil filter element into the other engine oil galleys (cast-in piping).  

NOTE: The oil pressure switch is NOT at this part of the left side galley I mentioned above.   Rather, that switch is located in a different part of the oiling system...MUCH farther down the line, actually in the galley that supplies the rear main bearing.   The pressure in the switch area is about 14.5-29 psi at 800-1000 rpm; and about 60-74 psi at 4000 rpm.  These are official figures, and will vary with oil temperature, type, and grade.   That switch has threads of 12 x 1.5 mm.  NOTE that very early airheads had a 3/8 NPT thread. ...also note that the later switch is the same as mid-seventies 2002 BMW car sender.

NOTE:  The timing chain is oiled from the output of the pressure relief valve, which opens around 75 psi.  At very low rpm, the oiling is minimal.  The wear is not the chain, actually it wears little, but the upper sprocket, the one on the crankshaft.  It is common to call a sloppy chain worn-out, but usually the sprocket is the worn part....but all worn parts in that area are replaced normally when needed.  There is an article on this website on that...... timingchain.htm    Because of the need for chain, guide, and sprocket oiling, it is NOT a good idea to idle the engine too slowly. Under 800 rpm is BAD, and 900-1050 is the rpm I prefer, for ALL Airheads.

***There have been a
LOT of changes to the oil filter area over the years. A considerable amount of confusion has existed, and continues to arise. DO NOT EVER GUESS at what you THINK should be fitted...see the various Airmail and Airheads.org articles published, and I have all you need on this this website at oil.htm, and remember that Haynes and Clymer's, with all their sketches, are WRONG in some details (BMW TOO!)!!!   Do NOT use a thick or even any outer gasket on the engine oil filter cover on the models after the /6...these are any models NOT having the INNER one-bolt filter cover.  There are exceptions, read that oil.htm article!  The early models with the inner cover are basically foolproof.  DON'T BE A FOOL, be SURE you TOTALLY understand how and what and why on the later canister setup, whether you have an oil cooler or not!!! 

Be sure that there is a metal shim being used, against the canister edge, unless your canister HAS a lip..and even then it MIGHT be needed!!!   Read that article!!!    Failure to do things right can cause $$$$ damage.    If the oil light ever comes on at IDLE, you MAY have done damage already!...except, perhaps, under severe braking.  maybe.

There is that mentioned one bolt inner cover on early models and there are several types of outer covers, thermostat and non-thermostat covers, GS covers, metal canister shim, two basic types of internal pipes, many changes in O-rings and oil filter designs, use and non-use of a paper cover gasket, ETC.  Do something wrong here and you will soon have a much reduced bank account. This is NOT the time to pose questions to ME...do your homework if you have concerns.   NOTE that some BMW shops do NOT understand airheads!!!!.....do NOT necessarily trust your BMW dealership mechanics to do a oil filter change properly.  You must KNOW that they have considerable airhead experience!!!, and you can ASK about the finer details...about those shims and O-rings!  I suggest you do it yourself.

The engine is lubricated by oil coming from the oil filter/canister. If the filter is blocked, a bypass valve at the inner wall of the canister will allow the engine to continue to receive oil.  In a VERY rare instance a collapsed and thus failed oil filter has stopped oil from reaching the engine.  This may have been a poor aftermarket filter (??).  It is MY belief that the HINGED, BMW-SOLD filters are the BEST, and STRONGEST.    The outlet for the canister is the central pipe.   In the non-cooler equipped bikes, the oil flows from the outside of the filter into the short center pipe, thence to the engine.  In the cooler equipped models, the center pipe is longer, and the pathway more convoluted, a look at the outer flange cover will show you the pathway.  

From the oil filter canister, oil goes to the CAMSHAFT front flange.  There is a passageway here that is about 2.5 mm for lubrication. Oil then travels upwards to the crankshaft front main bearing area.

For an oiling sketch with NOTES!:    oilsketch.htm
That sketch/page has a lot more information on it, be SURE to see that page!...it includes a breather area photo you WILL want to see!


Things get complicated from that crankshaft main bearing area. There are SEVERAL routes for the oil from the bearing holder area:
1. There is an outlet that goes to the TOP two LEFT cylinder studs. 
The engine casting base area of each of those two TOP studs, has a small hole. Oil travels from that hole outwards along the cylinder studs to the valve gear, and on its return from the cylinder head flows down the pushrod tubes to the sump, lubricating the cam and lifter during its passage. 
2. A similar pair of stud oil hole outlets lubricates the RIGHT cylinder valve gear, and back to the sump in the same manner.
3. Another outlet goes to the oil pressure switch and the crankshaft rear bearing. Pressure at the switch is likely to be towards 30 psi at idle, and over twice that at high rpm. 
4. Yet another outlet goes to the pressure relief valve, which opens at about 75 psi. That oil relief valve is located in the chain compartment at the front of the engine, it is a simple spring loaded plunger.   Since this point is WAY down the oiling system from the pump...and oil has traveled through a lot of smallish passageways, it is notable that the pressure at the left side oil galley, the direct pump output, discussed previously, can be very much higher, especially with cold oil. 
5. The crankshaft itself has a bore, and fed from the same area, lubricating the rod big ends. Since the cylinders on a BMW airhead are NOT directly opposite, these are separate. 
6. The little ends (piston rod ends) are splash lubricated. 
7.  Oil from the valve rockers area flows back via the pushrod tubes, and that lubricates the camshaft surfaces, etc.

All the oil eventually travels via bearing clearance flow and valve gear flow, ETC., back to the oil sump, and the process begins anew.    

If your motorcycle has an oil cooler, some oil can be routed from the oil filter canister area to that cooler. That system uses a longer canister central tube and a special outer plate and o-rings, etc., to ensure that oil can flow to the cooler. A thermostat (or restrictive hole sizes) may be used in that outer cover. 

***NOTE: on models before the approximate 1981 introduction of the electronic ignition models, oil routing was somewhat different to the front bearing, but this is of no real consequence. The exact serial numbers, dates, models, of the changeover is not known by me...I think it was phased into production so as to use up all the old parts/castings.

On the LEFT side of all Airhead engines, below the starter cavity, to the left of the dipstick, is a small HOLE.  That hole is the drain for the starter cavity.   If a breather hose fails, oil may come out of that hole. 

 In the 1985/1986 and later models a system of two electric solenoids, and a few other things, and a fuel tank modification, was standard on airheads shipped to the U.S.  The purpose was several, one was to positively shut off the fuel, petcock or not, another was to route fumes from the fuel tank (perhaps the bike was in the sun, especially if parked?) into the crankcase, where the fumes would be sucked into the carburetors upon the engine starting.   A vent pipe led into the crankcase, and that pipe was on the left side of the starter cavity (inside the cavity area).  MANY folks have removed the solenoids, one or both, and may have removed the flapper valve in the fuel tank that prevented a full load of fuel.  When that is done, venting to the tank is a must.   The vertical pipe going into the crankcase MUST BE PLUGGED, because otherwise a LOT of oil CAN be dumped rearward into the clutch....and some will undoubtedly come out that left side HOLE.



Note:  A RARE event, but has been seen now and then, is an engine with the front main bearing having rotated, which cuts off oil to the rocker arms, and lowers oil pressure. 
You will usually find a steel pin, of about 4 mm diameter, about 11 mm long, in the oil pan. Whilst the main bearing is a press-fit, if the pin, which is supposed to be pressed-in and staked, comes out (big oil pressure is there, helping to push out the pin), then the bearing MIGHT rotate.  The pin is 11-11-1-253-184.   This is a SERIOUS event, and requires the entire front of the engine to be disassembled.

As mentioned much earlier herein, oil capacity depends on model and pan fitted.  Pan changes have been made for extra air volume for reduced breather output.

The Suburban Machinery remote oil filter kit:
   
I am not in favor of this product.    See AIRMAIL, November 1997, for a rather full discussion, pro and con.

For other oiling system things, such as information on pan gaskets,,,,ETC...see sub-section articles under Articles #60

 

Revisions:
04-18-2003:  add .htm title; add oil deterioration temperature information.
06-21-2003:  clarify oiling system internal flow and direction details; expand upon details of oiling system pressure
08-31-2003:  add hyperlink to oilsketch.htm
09-06-2003:  expand #4
09-21-2003:  minor
09-26-2003:  add top of page Oil Usage section
05-22-2004:  Edit entire article for more clarity, minor hints, more hyperlinks
08-24-2004:  add oil switch threads information
10-10-2004:   hyperlink re: breather
11-14-2004:  add Suburban Machinery remote oil filter kit notation.
07-05-2005:  add slightly more information on breather oil return hole, and re-arrange order of how I said it, slightly.
12-18-2006:  add photo of late style breather valve
11-21-2007:  Add Anton's website link on oil pans and dipsticks
01-24-2008:  Incorporate breather information from soon to disappear engineinternals.htm
02-03-2008:  Remove engineinternals.htm hyperlink
04-28-2008:  add thermostat information
01-03-2009:  add information to clarify how the oil canister functions, with the covers
10/17/2009:  a few words referring again to the oilsketch, regarding the oil drainback hole
07/27/2010:  Update here and there.  Add breather disc dimensions.
02/24/2011:  completely revised...with 50B
 

© Copyright, 2012, R. Fleischer

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