Ford 3.8L, 3.9L and 4.2L Balance Shaft Information - Engine Builder Magazine

Ford 3.8L, 3.9L and 4.2L Balance Shaft Information

To deal with the harmonics, engine designers often incorporate two
balance shafts rotating in opposite directions at twice engine speed.
Equal size eccentric weights on these shafts are sized and phased so
that the inertial reaction to their counter-rotation cancels out in the
horizontal plane, but adds in the vertical plane. This gives a net
force equal to, but 180 degrees out of phase with, the undesired
second-order vibration of the basic engine, thereby canceling it. In a
"V" configuration the same may be accomplished by opposite counter
weights on the same/single shaft. The ultimate result is to eliminate
NVH (Noise Vibration Harshness).

Now that we have the boring – but necessary – history out of the way,
let’s move on to the important stuff. The meat and potatoes, as it
were, and we will skip the utensils and just eat with our hands (as men
were meant to eat)! The 3.8L, 3.9L and 4.2L Ford engines in the same
family configuration have had these shafts at various times and in
different vehicles but that is something to talk about in the future
and not the issue here. The issue at hand is recognizing change in the
amount of teeth of the drive and driven gear. A similar example is the
Pontiac 2.5L engine. If you ever saw one of those mis-matched
entanglements it was ugly.

As best I can figure, the drive and driven gears of the balance shaft
changed in August of 2003 for vans and August of 2004 in the truck. The
driven gear on the balance shaft changed from 31 to 38 teeth, and as
you can see in the illustrations it would not be hard to confuse the
two.

The change in teeth was to further reduce the NVH of the gears that
drive the balance shaft. Obviously a mix up would result in a
catastrophic failure.

However, what I have found is that as long as you keep the camshaft
drive gear and balance shaft gear matched it makes no difference which
ones you use.

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