This week, we focus on valve clearances on Type 1 engines (Beetle, Split Screen, Bay window and early T25s), courtesy of 2-year club member John Hawthorn and his 1980 Westfalia Bay window. If you have a technical way forward with your vehicle, email editor@vwt2oc.co.uk for inclusion in a future post.
MY EXPERIENCE OF VALVE CLEARANCE SETTINGS AND OTHER MUSINGS by John Hawthorn
I drive a Volkswagen Transporter 2, 1980 Bay Window model with a 1600cc AS series engine. I like to try and do servicing work on the vehicle myself and leave technical, or jobs requiring specialist tools, to the experts. This my experience or musings about setting the valve clearances.
Setting the valve clearances, or tappet clearances, is very important if you are going to get the best performance from your four stroke, pushrod engine. The clearance is to allow for expansion when the engine gets hot. If the clearance is too tight the valves may not close correctly, leading to poor performance, damaged valve seats, a lot of popping and banging through the exhaust or carb, and the engine not running at all because it has no compression. To have the gaps too loose affects the valve timing. The valves will open too late, will not fully open and will close too early. The whole point of the valve timing, which is initially determined by the shape of the lobe on your camshaft and getting the camshaft rotation setting correct, is to maximise the efficiency and performance.

My first experience of tappets was when I was 16. My Triumph Tiger 100, a 500cc four stroke engine, had oil leaks from the pushrod tubes, which I decided to fix. Yes, I am that old. Having passed my test at 16, I was legally able to ride an unlimited sized motorcycle without a crash helmet. I had previously only worked on two stroke engines. I removed the engine head, as you need to do, replaced the rubber gaskets, and rebuilt the engine. I then went for a test drive. The engine popped, banged, and backfired. On my return home I consulted my Dad. Originally, he taught me all I knew – he was my mechanic mentor – and importantly he let me learn by trying to do it. So, when I consulted him, he asked if I had set the tappets correctly. I said “No. I left them at the original setting and just bolted the head back on”. If you strip the top end of your engine, you must set your tappets after a rebuild.
My next experience of setting tappets was on my JAP engine speedway bike. If you know speedway you will recognise that in terms of motorcycle racing it is really a sprint. A race usually lasts less than 70 seconds (even I could beat that) and you start with the engine warmed up and ready. You are not likely to add much extra heat to the engine in a race, and therefore no increased expansion. It was also convenient that the tappet adjustment was on the pushrod end of the valve rocker. Our method of valve clearance adjustment was to get the engine hot then tighten the valve clearance so you could just spin the pushrod with your fingers; practically no clearance at all. A method I am still often tempted to follow if I physically could, but perhaps a bit risky if you are about to set off on a long journey and get the engine really hot!

As I gained more knowledge and experience, my slightly OCD nature started to manifest itself. I looked for tools and devices that would enable me to adjust and tune my engines more precisely. I bought an Engine Analyser, primarily so I could set the Dwell Angle on my ignition points and not rely on feeler gauges to set the points gap. It was at this period that I invested in a Gunson Tappet setting tool. For those who are not familiar it incorporates a screwdriver and socket, as opposed to the screwdriver and ring spanner you would normally use. It also has a torque sensitive micrometre cap. When you wind the cap, the screwdriver tightens the valve clearance. When it clicks the valve clearance is fully closed. By knowing the pitch of the thread on the tappet screw the tool now allows you to “back off” the clearance by clicks to set the correct gap. In practice I found this reasonably successful when leaning over an engine bay on a standard saloon car, but not so reliable lying on my back under a VW T2. I could not trust that the thread did not move as I tightened the lock nut, and I resorted to checking with a feeler gauge anyway. The supposed advantage of the tool, when used correctly is that it should be more accurate. On an old engine, the valve stem may have worn an indentation into the rocker arm in which case the real clearance is between the valve and the bottom of the indentation. As the tool relies on you closing the gap fully and setting it from there, this wear is taken into account. A feeler gauge pushed between the valve stem and the rocker will bridge the indentation and make no allowance for it.

And so, to my recent experience. As part of an engine service, I had reset the valve clearances. I had tried to use the tool but resorted to using a pack of feeler gauges for measuring the gap, a screwdriver for the tappet adjustment screw, and a ring spanner for the locking nut. Three tools and only two hands whilst lying on my back. I had not even bothered to put it on ramps or jack it up. If you have tried this, you will know how clumsy a pack of feeler gauges can be, particularly if you have a mixed metric and imperial pack. As I was about to get under the vehicle once again, I noticed that the screw and nut holding all the feeler gauges was loose to the point of falling off. I thought I had better sort that as I did not want all of the feelers falling over my face onto the ground. Imagine having to sort them back into the correct order (or maybe just buy a new set). Then I had the eureka moment. I did not need the whole pack under the vehicle only the 0.006” or 0.15mm gauge. So, I carefully took them apart, making sure I kept them stored in the correct order, and went back under with only one feeler gauge. Life was much easier.
As it happens this experience fits very neatly with another aspect of my OCD nature. When I carry out a job on my T2, I record the tools I need to do the job. Not just the size of a nut and bolt, but whether a ring spanner will fit, or a ratchet spanner or only an open-ended spanner. Perhaps a socket will do, but is it six pointed / twelve pointed? does it need to be a deep socket? or does it need a slim socket? or even a tube spanner? As I build up my knowledge and database, I can also refine the toolkit I carry on the van. Why carry a full set of ring spanners and sockets if you know you only need half a dozen sizes? My investigation, so far, suggests that the only feeler gauges I need are 0.7mm for spark plugs; 0.4mm for ignition points, and 0.15mm for valve clearances.
OK, I have said it myself a few times, I am slightly OCD but I like to know my vehicle and have the tools I need to hand when I do a job. Does anybody else think the same? Are you interested in sharing the knowledge?
Postscript – Valve Recession
There is a slightly more technical issue that I experienced more recently. On the way to the VWT2OC camp at Petruth Paddocks in April this year, my T2 started to develop some loss of power issues. I could only go so fast; occasionally the engine felt like it had lost power for a moment; and it felt like I was feeling the throttle to keep the engine running at times. On the return journey we broke down a couple of times, but it seemed to start again after a short rest. Eventually we had to admit defeat and call the AA. I had noticed the engine bay was sprayed with engine oil but could not identify the source. The AA patrolman put his finger on the problem very quickly, and quite literally. The fuel pump was shot. The actuator is a rocker arm, driven by a push rod from the camshaft on one side and the other side pressing on the pump diaphragm. The rocker had seized to the pivot pin and, as a result, it had then worn the hole it fits in, thus creating the oil leak and disabling the pump’s efficiency. I replaced the pump, with new gaskets, at home, by removing the distributor cap; then the distributor (having marked the position before hand) – using a 13mm socket and a short extension bar for the distributor; a flat blade screwdriver for the fuel hoses on the pump and a 13mm ring spanner for fuel pump to engine block. I drove around for a few short journeys, and everything seemed fine. The next “trip” was to “The Magic Teapot Festival” near Shepton Mallet. We did not make it. On the M5 I felt the engine die and instinctively knew it was bad. This time neither the AA patrol nor I had any real idea what was wrong. I thought the engine felt a bit hot, but I have no temperature gauge. I was afraid I might have burnt out the valves. The engine has not been converted for unleaded fuel, and I run with Reddex Lead Replacement. At home I tried everything I thought I could do. Then I tested the compression on the engine. Compression on number 2 cylinder seemed very low and number 4 had no compression. I was now seriously contemplating a replacement engine. A couple of days passed and in a last moment of desperation I removed the rocker box covers and checked the valve clearances. None had any clearance at all. All the gaps had closed leaving valves permanently open. So, I reset the valve clearances and the engine was good to go. But why did all the gaps close? Of course, they are likely to close when the engine gets hot, but they should reopen as it cools. Jim, my neighbour then introduced me to a factor called valve recession. This is where the valves recede into the valve seats in the engine head because metal between the valve and head is lost. This has the effect of lessening the valve clearance as the valve stem moves closer to the tappet. It usually happens because of valve edges and seats burning due to overheating. Jim’s theory is that when the fuel pump failed, I was driving according to what the fuel pump would deliver. As I felt for the optimum throttle position, I was effectively running the fastest I could, but with a very lean mix of fuel and air. It was this lean mix that created overheating and started the damage to the valves. I think that ultimately, I will have to take the heads off and inspect the situation. At present it seems OK on short journeys. The important point is that I have no other rational explanation why all my valve clearances closed as they did!




































