For the purposes of this conversion and clarity of the instructions we need to define and identify the components with which we will be working. The upper portions of the locomotive are the cab, boiler, and smokebox. This we will call the Upper Part or Superstructure of the locomotive. The next lower section attaches to the Upper Part of the locomotive with seven screws and the front side braces to the smokebox. This we will call the Chassis. At the very bottom and attached to the Chassis is the Bottom Plate with the cow-catcher, pilot truck, and rear hook.

A. THE DRIVE UNIT

The drive unit is delivered to you ready-to-run, your wheels have been fitted to the drive axles and the drive has it's own electrical pickup on each flanged wheel. The motor and pickups are wired to drive the unit. The unit has been tested at our facility for satisfactory running.

You should test your unit before proceeding. First, simply place the unit on your track and supply power to check it's running capability. We have done this test.  NOTE: If necessary, carefully tighten each bolt,
lightly. The crank pin holes are slightly over-sized for the 4-40 tap, but there is usually enough thread to
hold the bolt. If the bolt will not hold, use a CA adhesive or threadlock to hold the hex-head bolt in
place (the center wheel also carries the main rod, if this pin has stripped wait until final assembly to use
the adhesive). There may be spacers provided on these crankpins, these spacers are to prevent knocking between the siderods and main drive rods. NOTE: Your wheels have been modified: first they are turned
on a lathe to ascertain their roundness and eliminate most of the wheel wobble. The centers have been reamed to accept the special bushings for accurate quartering of each wheel, these wheel assemblies are attached to their axles against pins in the axles drilled at 90 degrees of each other to ensure the quartering. Each wheel is held in place by a hex-head stainless steel bolt and washer on the end of the axle, which
presses the wheel and adapter to the axle pins.

B. TESTING THE DRIVE UNIT

If you encounter any binding in any of the tests, call us for assistance in correcting the binding. We will not ship any unit which has a binding problem, therefore some change must have occurred in shipment.

This may mean that somehow the wheel quartering must have changed: i.e. one of the bushings may have rotated in the wheel hub and is out of `synch' with the other wheels.

All of us prefer to have our locomotives respond to direction changes in the same power pack setting. If the drive unit does not move forward in the same setting as your other locomotives, now is the time to swap the black/red and white wire connections to the motor. Then retest.

The unit's stainless steel worm and driven nylon worm gear have been generously lubricated at our facility. In the future, this function is in your hands - DO NOT RUN THESE COMPONENTS DRY! The siderod bearings require a small amount (a thin film) of light oil or grease (See Section V, for more detail).