
Type 4 Oil System
This page was last updated
Monday, April 13, 2009
The air cooled engine relies on a clean supply
of oil to be distributed throughout the engine. The oil provides lubrication
of the rotating surfaces, like the bearings, and provides a way to
carry heat away from the hot spots, like the cylinder head. This makes
the oil system a critical player in any air cooled, including the Type
4.
Those of you familiar with the Type 1 oiling
system will be at home with the Type 4. It uses the same basic wet
sump layout as the late model, dual relief 1600cc Type
1, with a pump in the rear, below the crankshaft nose. Like
the Type 1, it's drivegear is actuated by the camshaft. VW
recommended 30W in the summer months and 20/50W during the
winter months.
In the middle of the sump, a mesh oil screen
is located. In it's center, a suction tube is located that
takes the oil from the sump, through the screen, into a case
oil galley. The gear type oil pump then sends the oil through
a standard oil filter, detailed below, to an oil pressure
switch, then oil cooler. After exiting the cooler, the oil
is sent to the rest of the oil galleys. These galleys, small
passageway in the case, supply oil to the crank bearings,
connecting rod bearings and camshaft bearings.
A bypass relief valve is located in between the
oil filter and the oil pressure switch. If the oil is cold,
which causes higher oil pressure, the bypass valve is actuated
and it sends the oil directly to the galleys. There is also
another bypass valve located in the galley supplying oil to
the camshaft bearings. This valve can be found on the side
of the engine case, under the cylinder holes.
True to Volkswagen's committment to improving
the breed, there came a lot of improvements in the oiling
system when compared to the Type 1. One such improvement was
an increased oil capacity (3.5 liters versus 2.5 liters in
the Type 1). This additional oil was housed in a larger oil.
In fact, the current trend in the Type 1 high performance
circles is to retrofit the larger oil cooler to the Type 1
engine. The Type 4 oil cooler is a couple of rows larger than
the Type 1 "doghouse" oil cooler ('71 and later stock Type
1 oil cooler).
Another improvement VW made to the Type 4 was
the inclusion of a standard automotive oil filter. There was
a flange on the left side of the case on to which a the filter
mount bolted. The filter was then spun onto this mount. The
mount incorporate a bypass system in the event that the filter
became clogged or too restrictive. This feature is best showcased
in this diagram. This
filter was used in addition to a mesh screen, similar to what
the Type 1s used.
Depending on the original application of the
engine, the Type 4 used two different style oil fillers and
two different dipsticks. The 411/412 wagens (variant) and
the VW/Porsche 914 had a long dipstick tube that was located
next to the breather box on top of the case. These cars also
had a breather box with a two-bolt oil filler.
The 411/412 sedans and Transporters had a long
tube that bolted to the bottom rear of the crankcase. This
tube was the oil filler and provided a fitting for the dipstick
that ran through the fan shroud. The breather box was similar
to the above mentioned, just without the filler funnel.
Any time you modify an engine for increased performance,
it is critical that you are not taking the engine beyond the
capacity of it's oil system. If you do there are ways of making
sure your engine is getting it's needed diet of cool and clean
oil. This can be accomplished with external oil coolers, a
external oil filter, drill/tapping oil galleys, heavy duty
oil pumps (made of aluminum or cast iron), a deep sump, and
high performance oil hose. We'll look at what you can do.
The heart of the oil system is the oil pump,
so we'll start there. The stock oil pump featured 24mm gears,
mounted in an aluminum housing. The Type 4 pump was slightly
different from the ones used in the Type 1. The pump had to
be removed from the crankcase before you could access the
pump gears. The Type 1 was simpler by just removing four nuts
retaining the cover.
Despite this difference, the Type 1 and Type
4 pumps can be interchanged. The (early or late??)
style Type 1 oil pumps, originally in the 1585cc (1600 to
most) with the (3-bolt or 4-bolt??) camshafts.
The pumps will bolt into the opening, but care must be taken
that the oil passage openings line up with the crankcase galleys
and that the pump housing clears the cam gear rivets (or bolts
in the case of an aftermarket camshaft) and the cam gear itself.
The next decision in selecting a new pump for
your Type 4 project is whether to get a pump made out of cast
iron or aluminum. One school of thought says that the aluminum
body is the only choice, as the aluminum housing will grow
at a rate similar to the aluminum crankcase. This means that
the tolerances of the pump to the case, and inside will maintain
a close proximity. The other choice, cast iron housing, do
not grow like the aluminum as it gets hot. The thought is
the "running away" (expanding) of housing from the steel gears,
increasing the tolerances between the body and the gears once
hot means more oil at operating temperature. This school of
thought also believes the durability of the iron body is better
against contaminants in the oil over the aluminum, claiming
it will score less easily. I don't subscribe to one school
over the other: I'm going to try both styles in my engines
and report back with my findings later.
As you push the performance envelope, the need
to remove heat from the hot spots becomes extremely critical.
This especially true if you run a higher compression ratio
(9.0:1 and higher) for long periods of time. The stock oil
cooler wasn't designed to provide this service. Therefore,
many engine builders and tuners advocate using an external
oil cooler, preferably mounted outside of the engine bay.
If this remote oil cooler is to be your only
form of oil cooling, make sure that you provide a fan of some
sort to blow air through the cooler when the car is at low
speeds or at idle. I advocate using the stock in addition
to the external cooler. This way you have cooling when stuck
in traffic and the additional cooling when you are running
all out on the open road. The fan could be activated by a
electric thermostat switch. If the oil gets on the hot side,
it could automatically kick on the fan and keep it on until
the oil is cool enough.
For those of you looking for a Type 4 for your
Bug (or early T2, KG, kit car, etc.) that requires the engine
to be converted to upright cooling, my suggestion to use either
the Oregon Performance
Products' DTM upright conversion or the Sharpbuilt Porsche
fan conversion. Both of these fanshrouds have the stock
oil cooler in the path of the cooling air produced by the
fan. This way you will have cool oil temps, even when stuck
in traffic.
The stock Type 4 pump with it's 24mm gears works
fine for all but the most extreme engines.As long as the pump
is in a good condition it's the best choice. The only resons
for replacing the pump is when it's worn beyond rebuild or
if you planning on using a drysump system. Only super high
powered race engines, like turbo dragracing, require a larger
oil pump. My suggestion is to use a 30 mm Berg pump to keep
pressure and flow up in high rpm actions.
If the pump is beyond repair I would go for a
Gene Berg 30mm and a Gene Berg oil pressure relief cover.
It's a necessity to use the relief cover with such a large
pump or the oil pressure will blow out the oil galley plugs
at the end of the main oil channels. The stock pressure relief
valves simply can't handle all that pressure and flow.
Now, don't think that bigger is always better.
The larger pump will provide more oil to bearings and at a
higher pressure. The problem will this in an otherwise stock
oil system is that the oil never gets it to the stock oil
cooler when the pressure is that high. I've even heard of
a builder who blew out one oil gallery plug in a high rev'ing
street race engine with a stock but rebuilt pump.
Even though the Type 4 has provisions for a standard
oil filter, many of the aftermarket exhaust j-tubes do not
clear it. This means that a remote oil filter is needed to
provide oil cooling. My suggestion is to use a Type 1 full
flow cover (my preference being the Gene Berg oil pressure
relief cover) and drill/tap one of the galleys to provide
a return outlet.
A good quality oil filter is fine for most applications.
If you have a lot of money into your engine, you might want
to try using either a System 1 or an Oberg oil filter. These
two filters provide a reusable element with finer filtering
without a significant oil pressure loss.
Seeing as the newest Type 4 engine is over two
decades old, the need to thoroughly clean the oil galleys
is critical. The best way to clean the oil galleys is to have
all of the oil galleys drilled out, tapped (pipe threads)
and plugs installed. Before the plugs are installed, clean
the oil galleys and make sure there are no obstructions in
the galleys. Drill and tapping the galleys also provides some
insurance. Infrequently, after a rebuild, one of the galley
plugs behind the flywheel will popout under the increased
oil pressure. It's a messy predicament and requires the engine
to be removed from the car to repair.
Although the Type 4 does have one liter more
of oil, care must taken that when the acceleration rate of
the engine is increased, the supply of oil at the pickup tube
must be in constant supply. If the oil pump is using the oil
faster than it can collect in the sump, a deep sump must be
used. Scat Enterprises is the only manufacturer that I know
that manufactures a deep
sump for the Type 4 engine. It adds 1.5qts to the oil
capacity. The sump uses the stock oil pickup tube bolt to
mount, so be careful in mounting it. The sump is self uses
a Type 1 oil plate.
Getting oil to external oil coolers and external
oil filters requires that oil hose be used. It is critical
that you not save a few bucks here. Nothing is worse than
having an oil hose blow out on you in the middle of nowhere.
Go for a good quality rubber oil hose and install hose clamps
at all ends of the hoses. Even better to use aircraft quality
steel braided hose with quality high pressure AN fittings.
These hoses last for years and are easy to disconnect to ease
of engine removal. Another bit of advice: keep all hoses away
from sources of heat, like exhaust tubes.
Thanks to Rolf
Christensen and Jim Ratto for their input. I couldn't
have written it without their experience.
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