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Escort 5 Speed Gearbox ConversionKris Bubendorfer (c) 2000The Classic Ford Magazine (UK) has published a number of articles on this and related conversions, but even when all these articles are combined they seem to overlook some essential details. What's more, here in NZ there are a few differences that need to be mentioned.
![]() The Type 9 Sierra 5 Speed Box This article is based on my experiences in converting two Kent Xflow engined MKII Escorts to use the 5 speed Type 9 Sierra gearbox. There are several reasons why this conversion is desirable - it's not too hard, the box looks similar enough, it is stronger and it has the same shift pattern (plus 5th of course!).
![]() The Clutch Pilot BearingIn the UK 1.6 and 2.0 ltr Pinto engined Sierras have different sized first motion shafts, and therefore different clutch pilot bearings in the end of their respective crankshafts. In NZ, all Sierras came with the same 15mm bearing as the Cortinas and Escorts before them - so any local 2 ltr Sierra box can therefore be used - lucky really as 1.6 Sierras were not assembled here.The BellhousingThe Sierra bellhousing is fine for all Kent engined Escorts - but you do have a slight problem in that the engine backplate (the large annoyingly thin and fiddley thing) won't fit as the Sierra starter motor is mounted a few degrees closer to the sump. There are 2 sensible solutions:
On no account should you simply discard the backplate - firstly that will let lots of crud into the clutch, and secondly it will move the clutch and flywheel several mm closer to the engine. If it wasn't needed Ford would not have spent the money including it. The ClutchFor the clutch, you will need the Sierra clutch release arm and bearing, the escort 7.5" pressure plate and flywheel plus a `special adaptor clutch plate'. This clutch plate needs the 23 spline 25.4mm hub from the Sierra with the 7.5" (190mm) outer from the Escort. CF will tell you that you can get a `151' plate from Ford (RS) but in NZ that isn't easily available or cheap.Another suitable plate was also used in 2 ltr Aussie Escorts and can be found under the number RXXXX - but here in NZ that is a a bit unusual and costs $$. What I eventually found was that the Hillman Avenger (1500cc) has a suitable plate and as befits it's humble origins, is very cheap! There is another method which is a good idea if you need your flywheel skimmed due to rivet damage, or you have seriously upgraded the power of the 1.6 Kent engine. You can get the Escort flywheel skimmed and redoweled to fit the larger 8.5 inch Sierra/Cortina pressure plate - and it fits, just. This means you can now use the larger Sierra clutch plate, but you should splash out on getting this new pressure-plate/flywheel combination balanced. I used an 8.5in Cortina pressure plate and not the Sierra one - so you should double check clearances etc. if using the Sierra item. The DriveshaftThe Type 9 box is longer than the original Escort box, so you'll need a shorter driveshaft along with the correct sliding joint. CF says that you simply need an RS2000 driveshaft. Well, here in NZ that might as well be gold plated - so use a Hillman Hunter unit. No I'm not joking. It does use the small diff pinion flange - so for MKIs and some MKIIs it's ideal but others will have to find a small flange and pop that onto their diff head. It will also need to be shortened to XXmm. The Hillman prop has another big advantage - it is one piece with serviceable UJs and sometimes has greasing points! Wonderful, no more staked unserviceable UJ caps!The Transmission MountsAs to actual fitting the thing in the transmission tunnel - all you need to do is remove the original box mounts, slide them back around 97mm and weld them back on again. I found it easiest to start by scribing a line along the flange on the mounts before removing them. This gave me a datum point from which to measure the new mounting position. Sadly the actual welding job isn't that pleasant and you need to steel yourself for a long grueling session on your back under the car playing with hot metal.
![]() You now need to fabricate some alloy lowering blocks to place between the moved escort mounts and the original Escort crossmember. If you are in the UK, go buy some RS2000 blocks from almost anywhere. If you are in NZ or some other RS deprived locale, you will have to make them yourself - I used 30mm x 30mm Aluminium bar. See the figure for the dimensions of my blocks.
![]() You also need to cut off the corner at 45 degrees to clear the tunnel, the next image shows this in a (not to scale) cross-section.
![]() These are then bolted to the relocated mounts with 4 cap screws (allen keyed bolts) with a 12.9mm diameter head. You now put the gearbox cross-member on the box and line it up on the lowering blocks. Use a center punch to mark where the 4 cross-member bolts should go, and then remove the blocks and drill (6.8mm) and tap them with M8 x 1.25 threads. I have not given the locations of these final holes so as to allow for variation in the final mount positions.
![]() Here is the view from underneath my car after showing the new mounting blocks. There was a small drop when the jack was removed - due to compression of the mounting rubber. To compensate I will remove the blocks at a later date and shave around 5mm from their 30mm hight. I also suggest you don't fit the original bolts as they are likely to damage the soft aluminium threads in the blocks.
![]() The other way to do this is a bit yuck, but very easy and really needs no welding at all. Remove the old Escort mounts and box crossmember, and then use the larger Sierra box crossmember (seen above) and mount this with bolts through the floor. I suggest you use large washers or weld in strengthening plates to prevent the bolts mangling the very thin Escort floor. The Transmission TunnelPeople say it fits - except for the hole. Well, it does - unless you are unlucky. I had to massage the indside of the tunnel - just behind the bellhousing to give me 5mm on each side clearance. It wasn't much - but it is something you need to check - or the passenger cabin will resonate like a badly tuned guitar. Unless you like that sort of thing that is...The GearstickAs the Type 9 box is longer, the gearstick comes out further back than in the Escort. So we have to move the hole closer to (but not fouling) the handbrake.In the CF article they simply lop the top of the transmission tunnel off and weld on a new plate with a gearstick hole 2-3 inches further back, see below. I think this is a horrible idea, as you lose the rim that the gearstick gaiters mount on, which lets in noise, gases and crud.
![]() As an alternative, you can remove the hole from the top of the tunnel and fabricate a pannel to put it in the new location - however, it is a bit small for the Sierra gearstick mounting. I used, belive it or not, the transmission tunnel cover from a 1966 Wolseley 6/110 - somewhat reshaped of course. The Escort enjoyed the BMC steel, and it looks good as you can see in the photo. I'm sure you could adapt anything with a larger gearstick hole. The Escort gearstick gaiter will not fit the larger Wolseley hole, so I cut the Wolseley and Escort gaiters and glued them together with Super Glue - it works.
![]() If you don't like the new gearstick position, you will have to cut, bend and weld the Sierra gearstick to get it closer to where you want - there is no other solution. Those with eagle eyes will see that this is exactly what has happened to my gearstick - it is considerably shorter and straiter than the standard stick. You can also get a quick shift kit from the UK if you want a snappier but nosier change. The WiringThe Sierra box has a reverse light switch that operates by switching the power to the reversing lights rather than switching the earth - this means it has two rather than one electrical connections. You'll be relieved to know that you can directly substitute the Escort reverse light switch, so you don't have to chop about your Escort wiring.The SpeedoFinally you need to get the box to talk sensibly to the speedo. This is again easy thanks to Ford. Get the cable from a MK IV or MKV Cortina.As for speedo accuracy, using the rev counter as a guide - the speedo was reading almost exactly 20% over with the 4.125 diff. That is, reading 60 at 50kph, and 120 at 100kph. I can live with that, as the closest that you can get with a diff swap is the 3.54, which is still a 6% error and would overgear the car.
I must find out what drive gears are around...
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References
Three colour photographs used in this article are copyright Classic Ford Magazine. As the author of the text in this article I hereby assert my copyright over this text and give permission for it to be freely copied and reproduced in any form on the condition that my authorship is acknowledged.
Updated: 26-Jan-2001, Kris.Bubendorfer |