Horstman X5 Clutch

 

Foreword

The X5 one disc clutch is engineered for Briggs Jr kart racing.   This manual will help you obtain the correct setup for each class of competition.  The manual also provides instructions regarding the periodic maintenance required to keep the clutch performing at top level. 

Rules

The X5 meets prescribed 4 cycle clutch rules for specific  karting rulebooks however the X5 is smaller than permitted by one organization.  User assumes responsibility for compliance with local or national kart racing clutch rules. 

Warning!!!

When the engine starts the clutch and chain may spin at high speeds if brake is not applied.  Do not operate vehicle without proper guards in place. Do not attempt to adjust, repair, or lubricate clutch or chain with engine running.  The cerametallic friction disc has a very aggressive lock up.  During slow take offs  when leaving the grid it is possible to have clutch chatter that will not effect performance on the race track. 

Installation

It is better to mount the clutch with the sprocket facing the engine because stall speed adjustment can be accomplished without removing the clutch.  Mounting the clutch with the sprocket facing away from the engine requires the optional spacer kit p/n 477736 for proper clearance between the levers and the side of the engine.

Steps for inboard installation

  1. slide clutch onto crankshaft … if clutch does not slide freely then sand nicks or burrs from the crank
  2. align keyway in clutch with crank keyway  .. insert key (item 20) … do not force key … file any burrs from clutch or crank keyway …Also you may need to sand or file the side of the key a small amount
  3. slide spacer (item 19) onto crankshaft
  4. install lock washer (item 22 and flat washer (item 21) onto bolt (item 23)
  5. thread bolt into crank and tighten firmly (150 inch pounds)

Stall Speed

Stall speed is the RPM that the clutch locks up solid. For top performance it is important to adjust the stall speed to match the peak torque of the engine. This allows the engine to operate within its power band for quicker acceleration.  Factors that affect stall speed such as metallurgy, friction material, lever dynamic, and surface finish are engineered into the product therefore you only need to be concerned with the number of washers on the levers and adjusting the spring tension. The ideal stall speed adjustment will result in the fastest lap time.

Stall Speed Adjustment

Adjusting the stall speed of the clutch may be intimidating if you are a newcomer to the sport however it is relatively easy to learn. A tachometer with memory is needed to obtain accurate data.  Setting the clutch stall speed to the engine’s peak torque should produce the fastest lap times.  If the stall speed is set more than 100 rpm above peak torque lap time may be slower.  Of course if the stall speed is below peak torque lap time may also be slower.

Steps    

1.  Install the recommended color-coded springs from the Stall Speed Chart and adjust the height (fig 2)

2.  Go onto the track and observe tachometer reading while kart is accelerating. The stall speed is the rpm reading when the clutch engages solid and the kart begins accelerating rapidly.  Warning! If the stall speed is above the range on the chart below you must exit the track in a safe manner and return to your pit to adjust the stall speed lower to prevent overheating the clutch.  If the stall speed is within the prescribed range on the chart you may drive enough laps to get the engine up to proper temperature and get comfortable with the track configuration.  Run about five to ten laps to establish your performance base line.  

3.  Return to your pit and look at the tachometer data.  Note the Max RPM, MPH, lap times, and stall speed. 

4.  Adjust stall speed if necessary and make another test session. Keep making clutch adjustments until you determine the best stall speed for the fastest lap.  Now you can look at gear ratio changes as well as chassis adjustments to test for even faster lap times.

Stall Speed Chart 

The chart is a guideline only as various weight/spring combinations can produce comparable results.  Adding washers and/or installing weak springs will lower the stall speed. Removing washers and/or installing strong springs will raise stall speed. 

Class

Weight

Spring color

Stall Speed Range

Initial spring

height setting

Briggs Jr Sportsman 1

.425”    purple restrictor  

4 washers

black

2800-3000

        .210”

Briggs Jr Sportsman 2

. 500”   turquoise  restrictor 

3 washers

black

3000-3200

        .190”

Briggs Jr  

.575”    gold restrictor

3 washers

Yellow

3600-3800

        .210”

Briggs Jr  Lite & Hvy 

unrestricted

3 washers

Yellow

3800-4000

        .190”

How to raise Stall Speed

There are three ways to raise the stall speed

  1. Spring adjustment (clockwise)
  2. Less washers on levers
  3. Install stronger springs

To raise stall speed by increasing the spring tension you must dial the five adjusting screws equally clockwise. ¼ turn will raise the stall speed about  85rpm.  If you can’t get thecorrect stall speed within the spring adjustment limits (Fig 2) then remove washers from the levers and reset the springs.                                                                                                                    

How to Lower Stall Speed                                                                                      

There are three ways to lower the stall speed:

  1. Spring adjustment (counterclockwise)

2.   Install weaker springs

      3.   Add washers

Figure 1

To lower stall speed by decreasing the spring tension you must dial the five adjusting screws (item 17) equally counterclockwise.  ¼ turn will lower the stall speed about 85 rpm.  If you can’t get the correct stall speed within the spring adjustment limits (Fig 2) then install weaker springs.   Figure 1 shows lever with 4 washers installed.

Spring Adjustment Limits

Warning!!!! The springs in this clutch have afinite range of travel therefore adjustment limitsmust be followed.  (Fig 2)

                                                                                                      Do not adjust above the maximum height .225” because the springs(item 15) will not have enough tension to keepthe adjusting screws in place.

Do not adjust below the minimum height .170” because the springs will coil bind.  Coil bind is when the spring is fully compressed and acts like a solid object with zero travel.  Coil binding of  the springs will prevent     the pressure plate (item 10) from moving the prescribed distance to allow complete lock up and excess heat will quickly ruin the clutch.

Measure from top of spring to lever support

Figure 2

¬¾¾top of spring 

¬¾  lever support

Maximum   .225”
Minimum   .170”

Air Gap

Air gap is the space between the disc (item 9) and the pressure plate (item 10). Correct air gap will allow a neutral mode for starting the engine.  The air gap is preset at the factory at  .028”  +/- .006” .  Air gap adjustment is not necessary in this clutch however when regrinding the pressure plate or drive hub friction face it is important to keep the air gap within tolerance. Therefore grinding the face of the pentagon shaped shoulder may be necessary.

Cleaning

Remove clutch from engine when cleaning.  Use disc brake spray cleaner for best results.  Do not use solvents, gasoline,  water, or household cleaners as contamination of the friction disc can occur.  Wear safety glasses and protective gloves when cleaning and performing maintenance.

Disassembly

1. Remove snap ring (item 1)  7. Remove the five ¼-28 cap screws (item 18)
2. Remove outer thrust washer (item 2)  8.  Remove lever support (item 11)
3. Slide drum (item 5) off drive hub  9.  Take off pressure plate (item 10) 
4. Remove thrust washer (item 6) 10. Remove friction disc (item 9)
5. Remove thrust bearing (item 7) 11. Remove levers  (item 13 and dowel pins (item 12)
6. Remove spring adjustment screws (item 17)  and springs   

Maintenance  

For peak performance it is important to clean and apply multipurpose grease to the sprocket bearing and thrust bearing after each race event. Also inspect the following:

Drum and sprocket (item 4&5)

Check the four screws that attach the sprocket to the drum and if loose apply loctite and tighten to 85 in lbs.  Check drum for wear in slots or any cracks  where bolted to sprocket and replace.  Replace sprocket when teeth are worn to a point as chain will keep coming off.  Replace any bearing that will not spin freely.  Replace any washer that is not smooth.

Drive Hub (item 8)

Check for wear or score marks where friction disc makes contact. Remove score marks or glaze with 100 grit sandpaper. Replace hub if  keyway is cracked.

Friction Disc (item 9)                         Most important !!!!

A  friction disc is subjected to high surface heat from friction during engagement cycles and will wear and glaze.  Deglazing the disc will improve performance and can be accomplished easily. Just lay a clean sheet of 100 grit sandpaper onto a flat surface then place the disc onto the sandpaper. Now make a figure 8 motion while sanding the disc.  Most glazing can be removed in about 60 seconds . Sand both sides of the disc. A disc will have useful life until worn to .138” overall thickness.

Lever Support (item 12)

The lever support is made from alloy aluminum and has a hard coating for corrosion protection and wear resistance. Check after every ten race events for excessive wear in the slots where the levers rub.  Replace when deeply worn.

Levers (item 13)

The levers are made from hardened alloy steel and will last a long time.  After every ten race events check for wear at the pivot hole and replace when oval shaped.  

Dowel pins (item 12)

Subject to high forces from levers.  Replace after a season of racing.  Tip … apply a light coat of anti-seize lube to the dowel pins every five races and the levers will move freely and last longer

Springs (item 15)

Springs are subjected to heat and stress and must be inspected every five races.  When free length is below .475” replace the springs.  Warning:  use genuine Horstman springs …. Aftermarket springs are not cryogenically treated nor in most cases shot peened or made from the best alloy therefore they will make your clutch inconsistent.

Item No

Part Number

Description

Units Required

0

490001

Spacer ,  use with 11T #35 clutch only

1

1

463000

Snap ring, 12T-23T clutch

1

2

490003

Washer,  1 1/8” diameter fits 12T & 13T #35 & 15T #219 clutch

1

 

490004

Washer, 1 ¼”   diameter  fits 14T-23T #35 & 17T-23T #219 clutch

1

3

463600

Bearing,  bronze  fits 11T #35 clutch

1

 

463400

Bearing,  bronze  fits 12T & 13T #35 & 15T #219 clutch

1

 

463500

Bearing,  roller  fits 14T-23T #35 & 17T-23T #219 clutch

1

4

See chart

Sprocket Kit, includes bearing and hardware

1

4A

477701

Screw, 10-32 button head

4

5

See Chart

Drum Kit, includes sprocket, bearing and hardware

 

5A

477702

Drum only

1

6

490035

Thrust washer,  11T #35   Clutch only

1

 

480078

Thrust washer,  12T-23T   Clutch

1

7

490036

Thrust bearing, 11T #35   Clutch only

1

 

480079

Thrust bearing,  12T-23T  Clutch

1

8

477725

Drive hub, fits  11T #35  Clutch only

1

 

477726

Drive hub, fits  12T-23T  Clutch

1

9

477729

Friction disc, cerametallic

1

10

477727

Pressure plate

1

11

477728

Lever support

1

12

480086

Dowel pin

5

13

490008

Lever

5

14

477732

Weight kit,  5 bolts, 20 washers, 5 lock nuts

1

15

3130Y

Spring, yellow            high tension (Set of 5 blueprinted)

1

 

4650Y

Spring, black             medium tension      (Set of 5 blueprinted)

1

 

5142Y

Spring, blue ,low  tension  (For stall speed below 2800)  Set of 5

optional

16

477733

Retainer, color gold

5

17

334800

Screw,   10-32 x ¾  flat head

5

18

477734

Screw,  ¼-28 x ¾  socket head

5

19

477731

Spacer,  fits all X5 clutch models 11T-23T

1

20

465100

Key

1

21

465200

Washer, flat

1

22

465500

Washer, lock

1

23

465300

Bolt

1

 

477735

Spanner wrench, color gold

optional

 

477736

Outboard Spacer kit

optional

                                                Horstman X5 diagram                                

Patents pending