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  • #512251
    Mark Elen 1
    Participant
      @markelen1

      Hi All,

      I have finally decided to make a start on this long term project. Built from the book by Kozo Hiraoka, it is a 3.5" gauge tender 0-4-0 loco. Kozo's book is excellent, aimed at the beginner (me).

      There is lots of silver soldering before getting to the boiler, that's going to help me, as apart from a little bit of practice, I have never done any before.

      I had been umming and ahhing over this or a 5" gauge Pansy, but I decided on this as I don't forsee it getting much running, and at this scale, it will be easier to move around and maybe put on display in the house?

      So, having made the decision to start, I needed to make some tooling. Starting with some small boring bars, I bought the kit from Hemingway and got those made up. Here is the 1/4" bar with a 3/32 cutter bit

      954f2ca5-8c8c-420f-8e4c-7b39a7836600.jpeg

      (I had to alter the holders to fit my quick change holder – the cast part is upside down to the drawings)

      I also made up the 'vice bending tool' Kozo describes in his book. Here it is sat on the vice the wrong way:

      5f1be2e8-3fe7-40bb-b415-1fee2e55350a.jpeg

      The other thing I'm soon going to need soon is some way of winding the lathe by hand to make the springs Kozo describes. Apart from being fed up of using the chuck key to hold the chuck when tapping, I have been meaning to make one of these for a while.

      I copied the design from Steve Jordan on Youtube here: Link

      2fa5266e-a872-4ce6-aa71-6792fd98fa70.jpeg

      9fd7525c-e6bf-483b-be16-823ae623303d.jpeg

      81679821-d5f6-4e7e-a3c4-16c96f9f0c72.jpeg

      2655e606-c644-46cb-84fe-2b6f4c06c78e.jpeg

      I made it so that it fits without opening the change gear cover, and being quick release, I'm hoping there is less chance of me leaving it in and starting the lathe.

      More to follow.

      Cheers

      Mark

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      #31330
      Mark Elen 1
      Participant
        @markelen1

        Build Log

        #512319
        Simon Birt
        Participant
          @simonbirt51617

          Good start, very laudable to make the tooling first, most of us dive in and then realise we don’t have the tooling needed.

          #512339
          IanT
          Participant
            @iant

            Kozo's books are a wonderful blend of Engineering and Art Mark – I have all of them.

            Whilst in practice I will never actually build any of his engines, I have learned a great deal from studying his methods. I'm sure you will find working through his very clear instructions enjoyable and rewarding. I like your tools and your "attitude" (in making them first) is very 'Kozo' – I'm sure he would approve.

            Regards,

            IanT

            PS For anyone interested in Kozo's books – second-hand versions often appear at silly prices but the books are still in print.

            Kozo A3 Pennsy

            .

            #512341
            Weary
            Participant
              @weary

              Promises to be a very interesting build.

              What do you intend to do for wheels? Are you going to buy castings? Or ….??

              Regards,

              Phil

              #512358
              Another JohnS
              Participant
                @anotherjohns

                Marc;

                That's a good choice, in my opinion. His designs and instructions are second to none, and at the end you'll have a great little locomotive.

                I built the 1st Shay, and am finishing up a Martin Evans "Ivatt", and have built a little LBSC locomotive. Kozo's design, (completeness and accuracy and instructions) leave the others in the dust.

                John.

                shaycomplete_s.jpg

                #512400
                IanT
                Participant
                  @iant

                  Lovely work JAS – Congratulations!

                  Phil – Kozo designs don't use any castings at all – everything is machined from the solid or fabricated – including the wheels. He even describes how to make a pressure gauge if you are so inclined….

                  Unlike the Pennsy, most of his designs are for N/G logging engines (by Shay, Climax & Heisler). For these, he describes how to modify commercial gears but does also show how to machine your own skew gears if you want a more prototypical gearing arrangement on your engine.

                  As John says his books really are in a class of their own – with everything there – (fold out) dimensioned drawings, isometric illustrations, inventory lists and very detailed step-by-step build instructions.

                  Regards,

                  IanT

                   

                  Edited By IanT on 08/12/2020 15:06:32

                  #512453
                  Mark Elen 1
                  Participant
                    @markelen1

                    Hi Gents,

                    Many thanks for your kind comments.

                    Simon – I have been itching to get started, but I knew if I did, I would rush the tooling builds, just to make them, so I took my time with them and am fairly happy how they turned out.

                    Ian – Once I had the Pennsy book, I knew I would have to get them all. As you say, they are works of art in themselves. I'm still short of the New Shay and the Heisler, but am hoping to complete the set soon. My last purchase was the Climax and I really want to have a go at the Skew Bevel Gears – They will have to wait though.

                    I got my copies from Camden Miniatures in the UK.

                    Phil – It looks like the Pennsy is the only one in Kozo's series that has cast wheels. The book shows the making of a pattern to take to a foundry to have the wheels cast – the other books show ways of fabricating the wheels. I'm still unsure which way to go with this, Friends Models in the US sell a set of cast wheels. As I'm a long way away from getting to them yet, it will give me time to decide what to do regarding these. (Kim over on Model Engine Maker is building the Switcher and has a great build thread going, I believe he is going to fabricate his wheels, so I'm watching out to see how he gets on before I really decide.)

                    John – That Shay looks lovely. Beautiful.

                    Here are a few photos of where I am up to:

                    My Hacksaw got a bit of work over the last few weeks. As part of the hacksaw build is to remove the fan from the motor, I cut the discs from 2.5" EN1A Leaded bar in about 8 separate sessions per disc – 10 minutes running, then an hour to let the motor cool down. It didn't get really hot, but I didn't want to risk it

                    a5019bda-77c3-4806-a615-1bb90e257cfe.jpeg

                    I gave each a quick skim cut on the lathe then set about grinding up the tool Kozo describes:

                    198680e6-d4e3-40da-8612-bf2c6c5ffd20.jpeg

                    And with that, work commences:

                    5907cc98-c8c6-4de5-9834-8e84c0938da8.jpeg

                    6a22abb4-6211-4712-b269-cd65bef7cdd7.jpeg

                    e4a7d999-2790-4514-899b-243a700c81ef.jpeg

                    I have gone a little 'off piste' from Kozo's instructions, as my discs didn't cut exactly square, so the plan is to dial in the bore that has been reamed 5/16 in the 4 jaw to dish out the other side. The first one took ages, now I'm getting the hang of it, the last one took about 15 minutes to face, dish, drill, bore and ream.

                    Cheers

                    Mark

                    #513265
                    Mark Elen 1
                    Participant
                      @markelen1

                      I got a bit more done this week on the Switcher.

                      All of the backs of the wheels dished out. I did the first side by scribing a circle with a set of dividers onto the blued surface, then taking the cross-slide to the line. They all ended up slightly different sizes.

                      a4a4f6ac-d64f-488a-a311-59797398be78.jpeg

                      So for the outsides, that will be more noticeable, I came up with a different approach. I noted down the cross-slide measurements at 0, 1mm, 2mm, 3mm and 3.17 then made up a sheet with each cut and where the cross-slide should end up:

                      0fc6f255-d076-48be-9f17-d7a1834dc214.jpeg

                      I made up a little pin to fit inside the axle hole with a small centre spot drilled so that I could mark up the outsides as a 'sanity check' for the outside dish machining:

                      60f6d1c7-7556-4651-9900-673ce1580530.jpeg

                      f54e7d45-afce-4b6c-960c-23663bb5cfb5.jpeg

                      They are all now similar on the outside.

                      d5a17f7e-00fd-4201-8216-e560d3c4b558.jpeg

                      Once I got them all finished to this stage, I made up the mandrel and spent a long time getting it to dimension to hold the wheels for the next machining operations:

                      e46fffb4-eca7-4dc9-8e91-12bbed263e93.jpeg

                      I'm now busy taking them down to finished dimension on the outside, then I can cut the tread and the angles.

                      There is a lot of work in these little wheels.

                      I'm having problems with my lathe at the moment. It turns on and the fan runs, but its hit and miss if the speed display turns on and without it, the lathe won't run. I was hoping it would be an easy fix, but it doesn't look like it. Anybody else had a similar fault with an SC4?

                      Cheers

                      Mark

                      #513695
                      Mark Elen 1
                      Participant
                        @markelen1

                        I'm still working away at the wheels. Not much left now.

                        One of the tools that I made before I started but forgot to post up was Kozo's centre indicator tool:

                        2719e239-9dc1-4014-b975-9da8d1483da3.jpeg

                        It is very good. It is quite easy to centre a a centre punched piece in the lathe.

                        Cheers

                        Mark

                        #514847
                        Mark Elen 1
                        Participant
                          @markelen1

                          I got a bit more done this week.

                          I finished off cutting the 3 degree treads and 10 degree angles on the flanges and got them all rounded off:

                          fd00dd76-8a91-4d5d-b8e1-c764a8435e4b.jpeg

                          46d78249-3328-43a4-a361-92f45a815bcc.jpeg

                          I then masked up the treads as best I could and got them sprayed up:

                          6a4fd3b9-5dd3-42a4-97da-1a9f1557828e.jpeg

                          29ef9ede-57b7-4b68-ba1f-de535fd450ef.jpeg

                          I wasn't too worried about overspray on the treads, as it will get sanded off when I finish the wheels. Whilst the paint was going off, I got on and made up the axles:

                          07544744-c0b7-418f-934b-5056c576e76c.jpeg

                          Here are the wheels before sanding:

                          6412cc73-dfb7-448e-84bf-363fed5b597c.jpeg

                          That's as far as I have got.

                          Cheers

                          Mark

                          #515192
                          Mark Elen 1
                          Participant
                            @markelen1

                            The last couple of days I have been sanding the wheels as per Kozo's instructions. As I already have a couple of hand sanding bars that I made up ages ago per Chris's instructions on Clickspring Here I used them, instead of making up another and I didn't like the idea of sanding the tread and flange by hand.

                            cd6957a6-f62a-4356-aed0-311f44b8a550.jpeg

                            b984f5cd-1fb5-4106-b9b9-9944591c19dd.jpeg

                            d16e535c-6500-4ba4-8843-1bbd6cda93eb.jpeg

                            Today, the length of track that I ordered, arrived from PNP and I spent a good hour putting it together, just in time to try these out:

                            ef8ce4b3-8b36-4bb5-ad46-0523f4e7dad4.jpeg

                            They have all had a coat of Metalguard Ultra, that leaded EN1a wants to rust by just looking at it.

                            Now they just need to be loctited to the axles and that is the first chapter completed. On to the tender truck frames and journal boxes next.

                            Before I started loctiting the axles to the wheels, I chucked up a piece of Phosphor Bronze, drilled and reamed 1/4" and made sure that each of the ends of the axles will fit to save having to mess about later with the fits.

                            Cheers

                            Mark

                            #515217
                            IanT
                            Participant
                              @iant

                              Looking good Mark.

                              Regards,

                              IanT

                              #516179
                              Mark Elen 1
                              Participant
                                @markelen1

                                Hi Ian,

                                Many thanks for your kind comments.

                                I have been busy this week a bit at a time, getting the Journal Boxes and the Bearings made up. First job though was to sort out the Lathe:

                                654ee62f-e9d6-4c3e-b7bb-2fb47a15ce2c.jpeg

                                It got to the point where it wouldn't turn on at all, or if it did, the speed was all over the place, like it had a mind of its own. A couple of weeks ago, I bought a new control board from Arc with the intention of changing it out when it needed it.

                                Unfortunately, because I had the old style board, I needed to change out the emergency stop and the front panel as well. I bought the whole lot from Arc as a bundle and this week, got the whole lot changed over and it has been no problem since. Result.

                                With the lathe sorted, I got on and got the Journal boxes to dimensions in the 4 Jaw, then drilled and bored out for the bearings. I made up a go/no go plug gauge at 10.01mm go and 10.06mm no go and got them all done. I only had to throw away 1 where I overshot the 10.06

                                c5bbe28a-49b4-485e-819b-7622dbdeea75.jpeg

                                I also got on and made up the barrel shaped bearings:

                                71bce559-26a4-4eeb-a07e-27822c9a42ab.jpeg

                                0971dcb0-d34e-4732-8827-a499832ed27a.jpeg

                                I then got the Journal Boxes set up in the mill, 2 at a time and milled out the groove for the arch bars:

                                dd945e42-b26a-45bd-b473-d609e87bc085.jpeg

                                Using the DRO, I got the first pair done, for a nice sliding fit on my gauge blocks set at 7.92mm (.312) then got all of them done, on both sides, the same.

                                d1391c3c-2df1-40ce-abb0-d555c7f50a94.jpeg

                                Next up is 32 holes to drill and tap in these – it may take some time. I have decided to substitute the fixings Kozo calls out for these (3-48) with 7BA.

                                Cheers

                                Mark

                                #516764
                                Mark Elen 1
                                Participant
                                  @markelen1

                                  I got a bit more done over the last few days. All of the holes drilled and tapped in the Journal boxes – it didn't take as long as I thought it would, once I got going and into a rhythm with them. I then made up a couple of jigs to mill off the angles:

                                  e2759fd8-ed12-4b83-a640-7a168f8feb45.jpeg

                                  f32d7e8a-0540-4edc-81ce-916d0db099fa.jpeg

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                                  d135ce5f-13af-4328-bec2-e873ae522a4a.jpeg

                                  36578658-889a-4017-afa4-b807dbceb620.jpeg

                                  I'm now in the process of making up the bending/drilling jigs for the arch bars.

                                  Cheers

                                  Mark

                                  #518685
                                  Mark Elen 1
                                  Participant
                                    @markelen1

                                    Bit more done this week. I got the Jigs made up, cut up the material for the arch bars and got it brought to dimension then started making up the arch bars. This went amazingly well. Only 1 reject bar that I bent in the wrong place.

                                    35774437-8eff-4832-9e86-709f9c5aa368.jpeg

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                                    11a8a75c-01a9-4f54-9acf-5ecda51ca609.jpeg

                                    The other thing I did was to make up the pieces for the columns. I also had my first go at silver soldering. It didn't quite go to plan to start with. I think I either didn't get the parts clean enough, or I didn't get them hot enough, as the solder ran, but didn't join the parts together at first go.

                                    I did them a second time, pickling them first, then re-read Kozo's instructions and second time went a lot better

                                    33e2db7e-d6a7-4f37-a078-6a0a06132bfe.jpeg

                                    622ac647-d18b-42f8-8b17-d0330aca9bd8.jpeg

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                                    afc892a9-8840-492b-b82c-ab016e6fab6a.jpeg

                                    0a356d41-c263-47d3-b18d-513df6871100.jpeg

                                    I'm pretty happy with them. Kozo's instructions are spot on. They all fitted together beautifully.

                                    Cheers

                                    Mark

                                    #518697
                                    A Smith
                                    Participant
                                      @asmith78105

                                      Mark,

                                      Watching with interest, looking very good. Please keep posting.

                                      Andy

                                      #518706
                                      Former Member
                                      Participant
                                        @formermember12892

                                        [This posting has been removed]

                                        #518924
                                        Phil H1
                                        Participant
                                          @philh196021

                                          Really nice work. I agree with Herr Dr. It is really nice to see somebody making something inbetween the posts on which lathe or mill we should buy..

                                          #519197
                                          Mark Elen 1
                                          Participant
                                            @markelen1

                                            Hi all,

                                            Many thanks for your kind comments, I was a little concerned that nobody would be interested.

                                            I spent today making up the tooling and getting the springs wound and the ends ground down. Kozo's instructions are spot on – the springs are shown in the drawings as .240" OD – in my language 6.09mm, mine turned out at 6.05 – thinking about it, when I bought the spring wire for this (and for all of the other springs) I couldn't find any .039" only .038" – there is the missing .04mm

                                            bbe80a73-d528-4d2a-ac4f-cf1cf1208025.jpeg

                                            1562c5a9-d985-410e-9bb1-7efadeb4044e.jpeg

                                            dfe0a4d5-38da-4f8b-a024-892e69c03098.jpeg

                                            Having made up the winding handle at the start of this project, it got a lot of use today.

                                            Here is the result of the winding session before grinding the faces- I actually made 10 that were good, the top 4 were either too long, or too short

                                            f9c82a80-b305-4390-a950-b6be8fdf1139.jpeg

                                            I then drilled out a piece of spare steel bar and set it up on my bench sander to grind the faces. The grinding took a long time this afternoon, as I didn't want to get the ends too hot or overshoot the dimensions.

                                            964b8306-f8a8-4f2b-b41b-9da61a0337fc.jpeg

                                            And here are the best 8 ready to use

                                            15acfe41-03bb-4ec3-9b68-5ecb7e241c86.jpeg

                                            All in all a good day.

                                            Cheers

                                            Mark

                                            #520866
                                            Mark Elen 1
                                            Participant
                                              @markelen1

                                              I have been busy this week making up the bolsters. They took longer than I expected due to the 3 degree angles on the sliding surfaces. I set up and milled the slots down to the maximum dimension, then set up again with the sine vice to mill off the angles.

                                              Kozo gives some pretty tight tolerances for these. On the first lower bolster, I overshot the fore-aft dimension of the slot by .06mm, all of the others are on the tight side of tolerance. I'm umming and ahhing as to making up another lower bolster.

                                              a6048832-619a-49df-a20e-0ba8637e37e0.jpeg

                                              3512da7c-7b2a-4394-a17f-33f82edb069d.jpeg

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                                              077969e4-422f-41bc-bbb5-beba1ca7ebab.jpeg

                                              Cheers

                                              Mark

                                              #521080
                                              Dave Wootton
                                              Participant
                                                @davewootton

                                                Lovely work Mark, a pleasure to see, going to be a lovely engine, please keep us up to date on your progress.

                                                Dave

                                                #521094
                                                Former Member
                                                Participant
                                                  @formermember12892

                                                  [This posting has been removed]

                                                  #522627
                                                  Mark Elen 1
                                                  Participant
                                                    @markelen1

                                                    Thanks for the kind comments.

                                                    I got a bit more done this week. Starting with the tender frame. Not very exciting, just drilling holes and getting the stock to length. The bit I wasn't looking forward to was drilling and tapping the holes in the long side members. At over 15" they were too long to go in either my mill, or drill press. I ended up making a 'drilling jig' as a tight sliding fit on the end of the side member, then after drilling, I opened up the holes in the jig, to allow me to use it as a tapping jig. It worked a treat.

                                                    c48c660e-1cbe-46f7-b8a3-c2ed5396e932.jpeg

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                                                    34c0c12c-d5bd-47ca-b685-bb75c403546b.jpeg

                                                    There are still some holes to drill in the end sills, but it is mostly complete.

                                                    With that, on to something a lot more interesting, fabricating the front steps

                                                    I cut up some small .04" strips and set them up to make the slots. Kozo shows using a vertical saw, I set mine up horizontally and took it really steady

                                                    8f609a64-5d81-40ce-bea9-4f9f0ad166de.jpeg

                                                    3b2e467e-dab1-48a4-b212-532a227e71df.jpeg

                                                    51fcd3de-075f-4175-80f4-72cc6119764d.jpeg

                                                    Then got all set up and silver soldered the first step

                                                    00318904-a528-4180-ae62-069e2b1a74b3.jpeg

                                                    b794fe2a-36c9-41da-b4b4-379efc856d5b.jpeg

                                                    I got the other one done to that stage as well. I was very happy with the silver soldering as I'm still a very novice beginner.

                                                    cddd4603-9b45-457a-acef-70d57af0e3c9.jpeg

                                                    This is where it all went wrong. I had miscalculated the measurements for the slots in the steps somehow, and instead of them measuring 5/8" external at the tops, mine were 5/8" internal.

                                                    66a96dc5-ca31-4dbb-b98a-af644f071423.jpeg

                                                    So, I started again, this time making double sure I got the slots in the right places

                                                    b3e5bace-07b7-4d65-9462-71fc13887e6e.jpeg

                                                    cfed57a8-7e7c-40b4-b9a6-efb46adfdcdd.jpeg

                                                    I'm now waiting on some 1/16" brass sheet to finish the backs of those, so have moved on to making up the rear step. Photos later

                                                    Cheers

                                                    Mark

                                                    #524630
                                                    Mark Elen 1
                                                    Participant
                                                      @markelen1

                                                      I seem to have got a load done over the last week. Helps that I'm not having to go to work at the moment. While waiting for the 1/16" brass sheet to arrive, I got on and made up the rear step:

                                                      eb9d149c-9fbc-4866-8a43-49cf5c1d2a17.jpeg

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                                                      When the 1/16" sheet turned up, I got the steps silver soldered:

                                                      a002d011-34b9-4e6d-9345-95590a481a62.jpeg

                                                      Then started cutting and filing to shape:

                                                      bef5afdc-d985-4186-abcb-2ede91279a01.jpeg

                                                      e3ec128b-3459-4c68-92d5-89d219942f6c.jpeg

                                                      a5b557d8-8e75-43e6-bcca-6466d27cdec2.jpeg

                                                      There is still some work required to file the fronts to shape, but as its going to be 'freehand' I'm putting that off until I get some inspiration.

                                                      I then got on and made up a 'grooving tool' to take a hacksaw blade:

                                                      20487350-4a2a-45b1-9239-b02d2480aaee.jpeg

                                                      Then got the pins made up for the bolsters:

                                                      48ff8032-bbbb-447c-aa05-fa716cb6e910.jpeg

                                                      57bca1d9-4f8a-42b3-ae52-130cd7ed56b9.jpeg

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