Saving an engine, IMS retrofit Print
Saving an Engine!
Removal and replacement of the problematic "dual row" IMS bearing!
(a task once believed impossible is now a reality)

Story and Photos by Jake Raby
 
NOTE: The below procedure illustrates one of our three methods of IMS bearing extraction, perfected as of 12/1/09. All IMS bearing kits now sold by Flat 6 Innovations have a proprietary one time use tool available for bearing extraction that is not depicted in the procedure below. This puller is the simplest and most effective method we have found to date to remove an IMS bearing from the M96 engine and it is also the most cost effective. Please bear with us while we complete a comprehensive DVD on the topic of IMS bearing extraction and insertion to be released in Spring 2010. The below procedure can be used as a reference, but the puller has changed.
 
First off I'd like to begin this article by stating that this development was made possible by several different people and their input. Special thanks goes out to Scott Slauson (at Softronic) who first identified the bearing puller that allowed us to successfully extract a dual row bearing (Scott has also successfully carried out this procedure in the past). We'd also like to thank Wayne Dempsey of Pelican Parts as well as Tony Callas from Callas Rennsport as they passed the word onto us about the bearing puller and even gave us the part number and first hand experience using it, as we would have not proceeded with development of this kit otherwise! We took the information they provided to us and coupled that to our own innovativeness to come up with the tools that you see pictured here and Charles from LN Engineering worked very quickly to have a specially designed double row bearing made specifically for this application.

For the majority of three years, Charles from LN Engineering and I attempted to come up with a solution for the dual row IMS bearing and had dismissed the possiblity of making a retrofit after several failed attempts at bearing extraction. What prohibited us from applying an "overkill engineered" solution, including ceramic hybrid bearings like those used in LN Engineering's IMS Upgrade or single-row bearing IMS Retrofit kit, was our inability to safely remove a dual row bearing with the intermediate shaft still installed in the engine. The bearing was pressed in and retained with an internal wire lock and every puller that was used to pull the bearing ended up broken in the process, so we had honestly given up on being able to create a preventive or repair for the dual row bearing and then the aforementioned puller came into play and we capitalized on it.

We want to be very clear that we were not the first people to do this; but rather that we are trying to maximize the effectiveness of the process by applying a specifically designed bearing for the application based off extensive 3rd party analysis and recommendations, thus making for a well rounded development that can be applied by the DIY M96 Owner in their home garage in the future, with confidence. Key word is with confidence and also with an emphasis on safety. This will be done through our extensive interface with these engines and ability to provide support as well as directives like one of our DIY DVDs, YouTube videos, as well as tech articles like this one. As it was brought to our attention, a similar procedure was used to replace the dual row IMS bearing with a single row bearing, as the dual row bearing is not an off-the-self or readily available part. While this may be a short term solution maybe requiring the bearing to be replaced at given service intervals, the single row bearings also fail and are among the highest percentage of failure from what we see, and we decided we wanted a solution closer to what the factory had provided, with the aforementioned improvements like ceramic hybrid bearings.

I'll go over the processes of the bearing removal and replacement below and then I'll give a summary of some risks at the end of the pictorial. We'll start with the M96 engine in our customer's Boxster (that agreed to be one of our beta testers) opened up and ready for the IMS retrofit. To keep the article to the point we have begun with the transaxle removed, chain tensioners extracted, flywheel removed and the IMS bearing retainer also removed, exposing the dual row IMS bearing.

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Using a soft faced mallet, the center stud (bearing support) of the IMS bearing is tapped into the IMS tube to allow for the puller to be inserted. The intermediate shaft is comprised of a hollow tube which is captive, so there is no fear that the stud will fall into the engine's crankcase at any point. The center stud is removed after the IMS bearing is pulled using a magnet. As the center stud is not used in the LN retrofit kit, it does not need to be retained.
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Here the center stud has been dislodged and is now held in the IMS tube awaiting retrieval. In this picture, the dual-row bearing is exposed, and does not feature an external circlip as found on single-row bearing intermediate shafts. Note that the IMS bearing is a sealed bearing, compared to the open bearing later featured in this installation.
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Here we have inserted the first special tool made by LN Engineering. This bushing helps to support the bearing puller better and removes point loading from the feet of the bearing puller onto the crankcase. Left unsupported, this point loading **could** break the crankcase due to the extreme pressure being applied in a small footprint, especially knowing the casting alloys used to make the crankcase are not the strongest. The LN Engineering tool puts the pressure directly on the end of the intermediate shaft housing which the bearing is retained, eliminating any loading of the case, chains, sprokets, or any other internal parts except the bearing itself. Note the serrations (grooves) machined in the tool- these interlock with the feet of the bearing puller to eliminate slippage of the bearing puller under load.

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Here we introduce the bearing puller into the scene. The puller is inserted into the IMS bearing and then the collet is expanded, firmly gripping the I.D. of the stock bearing. Note: this may appear different than an extraction of a single-row bearing IMS, which can be done by using a threaded collet pulling on the center stud once the external snap ring or circlip has been removed.

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Here the bearing puller is being initially tightened. Care must be taken to expand the collet as far as it will go as to pre-load it against the i.d. and rear of the inner bearing race, as if it slips, the collet will be damaged and will not successfully extract the bearing. Note how well the feet of the puller engage with the machined grooves in the special tool. We have also modified the bearing puller to have a hex to allow use of a box wrench rather than the wimpy T handle supplied with the puller.
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Now the bearing is under load, awaiting the bearing to be dislodged. This requires extreme force, more than any of us ever felt comfortable applying directly to the case, hence the importance of the serrated tool provided by LN Engineering!
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Here the bearing has just been dislodged and is being pulled fairly easily now. What allows the bearing to come out easily now is that the internal wire lock has been deformed, forcing it to compress into the outer race's loc groove, releasing the bearing from the housing.
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Here the bearing is about 1/2 way out of the IMS tube.
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Now the bearing is 3/4 the way out of the tube and the puller is removing the bearing like butter.
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Almost there!
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Here the bearing has contacted the feet of the puller and is fully removed from the tube and is contained within the tool used to support the bearing puller, also containing the wire lock from falling into the engine during extraction. Extraction of the dual row IMS bearing is now complete! Several knowledgeable Porsche-trained and employed techs said this could not be done, but these pictures don't lie!
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Here the bearing is attached to the puller and the tool and bearing are removed from the IMS completely! Mission accomplished!
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Look inside the IMS tube at the nasty oil. Even though the original bearing is sealed, oil does slowly get in, washing out the permanent lube, and fills the IMS with contaminated oil, especially on cars serviced with extended drain intervals. It is our hope that this procedure and these tools can save your engine from complete catastrophe!

Now we'll fetch the center stud from the IMS tube and begin cleaning and prepping the area for the LN Engineering dual row bearing IMS Retrofit kit.

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In this shot you see the improvised bearing installation tool being utilized to insert the new double-row bearing. This tool is an improvised prototype and was machined from high grade plastic. When LN Engineering loaned us the tools, they unfortunately did not have any of their bearing install tools in-stock as they were all on loan to customers with single-row bearing IMS Retrofit kits.

Sorry, but no detailed, up close pictures of the dual-row hybrid bearing are available, but photos of the ceramic hybrid bearings used are available on LN Engineering's website. 


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Driving the retrofit bearing home into the IMS tube using the improvised installation tool.

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Here is the best shot of the new bearing. Note that we have removed the outer seal (we leave the inner seal on to limit the amount of oil getting into the IMS while allowing ample lubrication of the bearing, which is how it should have been from the factory). Using a sealed bearing in this environment seems to be a one of the contributing factors to the abundance of IMS failures.

The washers pictured will be removed, they were improvised to hold the center stud in place during bearing install. LN Engineering's installation tool actually is countersunk to allow you to hold the center stud in place and drive in the bearing at the same time with a single tool.

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...and here the washers have been removed and the retaining clip has been installed.

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...now we'll lubricate the IMS bearing flange seal and install it. Note that this prototype IMS Retrofit kit uses a factory flange which has been modified to work with the billet chromoly center bearing support stud.


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...now ready for some torque and finesse.

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We have applied some of our favorite sealant to the head of the IMS flange retaining bolt for added insurance against oil leaks. We have also added some of another favorite sealant (not a Porsche authorized sealant or procedure!! :-) into the bolt holes to aid against oil seepage that may wick up the threads and end up on the garage floor as a nasty mess. If the proper sealants are used, the microencapsulated bolts can be reused or replaced with higher quality fasteners if so desired.

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Now we'll install the flange retaining bolts.

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...and torque them to the specified torque value.


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....and then we'll tighten the center stud and call this a complete job.

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Now that the installation is complete we will update the RMS, check torque on the fasteners in the bellhouse and then reinstall the flywheel, as well as the transaxle. Typically we invision the installation of a Retrofit kit at the same time as a clutch job, as the majority of the labor is shared between both tasks.

This is a task that isn't completed at the present without a degree of risk as there are several things that could occur should the bearing be too difficult, or impossible to remove:

1. When pulling the bearing, the tool can break.

2. In instances where a bearing has failed or is in the process of failing, the bearing could break and the removal process may not be successful, making for a more difficult procedure with risks of introducing foreign object debris into the engine that could cause another component to fail or even facilitate a complete teardown to properly fix the IMS. We honestly believe that in this scenario, had the engine been left alone and continued to have been run, a catastrophic failure would have occurred, requiring a complete teardown, so if the bearing extraction had failed, you wouldn't really be any worse off than you already were!

3. We have yet to determine exactly how much "load" the IMS tube and IMS drive chains are exposed to during the bearing removal procedure. The IMS tube has no thrust deck, like an aircooled 911/914/356 as the IMS bearing is designed to absorb the thrust load. This means during the bearing removal procedure some parts are exposed to loads they were not designed to experience. We have yet to determine how much load this is, and if it is even significant to the future life of the engine.

4. In an extreme case, extraction of the IMS bearing could apply sufficient force that could break the crankcase or other internal engine components before the bearing was removed from the IMS. The tool that LN Engineering has developed and included in the kit is designed to distribute the pressure of the puller in an area that can handle the pressure and prevents loading up of the crankcase or other internals. This greatly reduces the chances of something breaking, but there always is a chance that something could break, requiring what was potentially a good engine into one that needs a complete teardown.

All of that said we are working to explore the chances of the above complications occuring every with opportunity we have. This means we have already pulled the bearings successfully from every core engine we currently have on deck and will pull the IMS bearing from every unit that comes in down the road prior to disassembling the engine. This gives us more and more chance of encountering a problem, if one is to come up, and gain more experience.

We are also offering this service as a "preventive" measure for those who want to be part of our R&D program. If you are in the Atlanta area and need a clutch or serious service for your Boxster or 911, contact us about the possiblity of having your engine updated with LN Engineering's Retrofit kit.

We have cars on the way to our facility now to be "saved" as they have failed or failing IMS bearings that have not destroyed the engine as of yet. This development could save these engines and their owners $13-20K of expenditure for a new engine. We will learn from these and add to this article as developments occur.

If your M96 engine has a failed or failing IMS its worth all the risks involved to apply this development. Since the engine is already broken the "risks" are not of much concern as it would have to come apart anyway to repair the bad IMS bearing.

If you want to be a beta tester we will do the install work for you... Contact us directly with any questions/comments at This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Shipping of customer vehicles to our facility is a routine occurrence as we have very few local clients due to our secluded location.

Jake Raby
President,
Flat 6 Innovations, a subsidiary of Raby Enterprises Inc.
47 Raby Drive
Cleveland GA 30528
706.892.8192