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No adjustment procedures, and very few repair procedures, re quire an extensive
disassembly of a sewing machine. Most repair procedures, even major ones,
can be made by localizing the disassembly in the problem area. Tithe main
bushings or main drive shaft need replacing, most of the disassembly would
be required in the upper arm of the machine, with the pivot points of the
forked connections being disconnected below the bed of the machine so that
these parts can be dropped to disengage the upper ends of the connecting
rods from the main drive shaft. In the case of replacing the timing belt
that extends from the upper shaft to the shuttle driving shaft in the lower
mechanism (Figs. 3-1 and 3-2), the extent of the disassembly in the lower
mechanism will depend upon the brand and model of the machine .

Fig 3-1 - Underside of a Singer sewing machine

Fig 3-2 – Timing belt of another Singer machine
Since there is no specific disassembly procedure that can apply to all machines,
we will only attempt to state some of the basic principles of disassembly.
DISASSEMBLY PROCEDURE
The general sequence for disassembling the parts in the upper arm of
a machine is as follows (all procedures refer to zig-zag machines):
• Loosen the motor bracket bolt and remove the main drive belt.
• Remove the face plate.
• Set the stitch length and width indicators at 0, and the needle in
the position for straight-stitch sewing.
• Remove the top cover and any covers on the front or rear of the upper
arm. It may also be necessary to remove the sewing light.
• To aid in reassembly, note the positions of all the visible connecting
rods from the zig-zag mechanism, and the position of the balance wheel.
Without changing any dial set tings, remove the zig-zag mechanism.
• Examine the main shaft to find a coupling collar. It is usually located
toward the left end of the drive shaft. Right and left is determined as
you face the machine as you would for sewing. This is the dividing point,
from which segments of the shaft may be moved to the right or left.
• Rotate the balance wheel and note the set screws in the coupling collar.
If these screws are only visible through a hole in the arm housing, they
will be recessed below the surface of the housing, not flush with it.
The set screws must be loosened before either of the shaft segments can
be moved to either the right or left. To loosen the screws, use a good
quality screwdriver, with a point of the correct size to fit snugly in
the screw heads and a handle of the type that will give you added power
if the screws are frozen. If you cannot loosen the screws in this manner,
use a screw driver with a metal handle. Insert the point of the screw
driver firmly into the screw slot, and while simultaneously pressing and
twisting the screwdriver, tap the end of the handle with a light hammer.
If the set screws cannot be loosened, you will still be able to remove
the drive shaft, but you will have additional parts to disassemble.
• The next step in the procedure depends upon whether or not you were
successful in loosening the set screws on the coupling collar; whether
or not you want to remove the left portion of the shaft through the left
end of the machine; or whether or not you want to remove the right segment
of the shaft to the right, or balance wheel, end of the machine.
If you couldn’t loosen the coupling collar set screws, the easiest way
to remove the entire drive shaft will probably be by removing the balance
wheel and sliding the entire shaft through the left end bushing. To do
this, note the relative positions of the feed dog, shuttle, needle bar,
etc., to the crank bend or cam position of the main shaft (or the upper
sprocket of the timing belt, if appropriate), so that you will not reassemble
the machine with these components grossly out of time. Remove the balance
wheel and back off any set screws to allow the shaft to slide through
the right end bushing. Disconnect the lower ends of the forked connecting
rods in the lower mechanism of the machine. Loosen the set screws in the
upper timing belt sprocket. This will probably require hex wrenches. Next
you loosen the set screws in the stop collars, etc. Then disconnect the
linkages behind the face plate, remove the presser foot pressure rod assembly
and after disconnecting the needle bar, drop it to clear the shaft as
it is pulled through the right end bushing. Pull the forked rods down
so the forks are clear of the shaft. The stitch length regulator mechanism
may have to be re moved to allow the forked rods to drop down. The drive
shaft should now be free to slide to the left.
If you loosened the coupling collar set screws and want to remove the
shaft segment to the left through the left-end bushing, disconnect the
linkages behind the face plate, remove the presser foot pressure rod assembly
and after disconnecting the needle bar, drop it to clear the shaft as
it is pulled through the left-end bushing. If the coupling collar set
screws have been backed off sufficiently, the left segment of the shaft
should be free to be pulled through the left-end bushing.
If you have loosened the coupling collar set screws and want to remove
the right segment of the drive shaft to the right through the right-end
bushing, go through the entire procedure just described. However, you
won’t have to disconnect the linkages. Generally, you will not be able
to pull the drive shaft without removing the balance wheel and unpinning
the shaft from the clutch mechanism.
When reassembling the drive shaft assembly, observe the following precautions:
• Be sure that the relative positions of the feed dog, needle bar and
shuttle are such that the machine will be in time, or only require minor
adjustments to correct the timing.
• Be sure that the forked ends of the forked rods engage the crank bends
or cams of the upper shaft appropriately, and that the groove-and-roller
assembly of the stitch length regulator is correctly fitted. To aid in
the correct timing of the shuttle and needle bar, as well as the zig-zag
mechanism, note that the stitch length indicator, other dial settings
and the balance wheel are in the same positions as when you began the
disassembly.
• If there are provisions for adjusting the drive shaft end- play, such
as stop collars, etc. be sure to adjust the shaft end-play correctly (Fig.
3-3).
• When meshing gears, be sure to adjust the clearance and alignment between
the gear teeth to avoid machine noise. This procedure will be described
for specific models in the sections that follow.
• When the assembly is complete, turn it a few turns to be sure it turns
freely. Then lubricate the bearing points with sewing machine oil, and
the gears with sewing machine gear lube.
By the time you have gone through the above procedure, you will have
noted that all the parts in the upper horizontal arm of the machine can
be removed by pulling them to either the right or left, that all the parts
in the vertical arm of the machine can be removed by puffing them downward
or through the side of the arm (specifically in the case of stitch length
regulator levers, etc.) and that all the parts in the lower mechanism
and behind the face plate are visible and readily accessible.

Fig. 3-3. This illustration shows how to adjust the main shaft end-play
on the Brother XL500I. The numbers indicate the sequence of the adjustment
steps. Number 2 shows the screwdriver being used to move the shaft to
the extreme right. In number 3, the clearance between the pattern cam
driving pinion and the bushing is set to 0.002mm-0.04mm.
TOOLS
Most manufacturers recommend or make available special tools for sewing
machine adjustments and repairs, but any do-it yourselfer who takes pride
in his workmanship has probably equipped himself with most of the necessary
tools. A list of the basic tools includes:
—A set of screwdrivers, including the typical small sewing machine screwdriver
and a long screwdriver for removing the needle plate (provided the needle
plate is in fact held on with screws). There should be enough variety
in the point sizes of the screwdrivers to allow you to select one that
fits the screw slot correctly. Included in the assortment should be some
with Phillips heads. In addition to screwdrivers with conventional handles,
one of the Stanley (or comparable) screwdrivers with interchangeable blades,
ratchet drive and power handle is extremely helpful. Screwdrivers with
magnetized tips are helpful and, as mentioned previously screwdrivers
with knurled metal handles can be used with a small hammer to emulate
the action of an impact driver.
—A set of small end wrenches. A few end wrenches with offset ends are
helpful.
—A set of small box-end wrenches. A few with offset ends are helpful.
—A set of socket wrenches, preferably with deep wells.
—A set of hex wrenches.
—A set of feeler gauges.
—A small trouble light.
—A portable electric drill and assortment of bits.
—An assortment of pliers, including needle-nose pliers, adjustable end
wrenches, a small hammer, etc.
—A magnetic nut retriever.
—An aerosol can of silicone lubricant.
Whether the fixed size wrenches are of the standard or metric size depends
upon your particular sewing machine. Of the older models, the general
rule is that American manufacturers used standard size machine screws,
while many European manufacturers used the metric size.
In selecting tools, there are two pitfalls to consider. On many of the
older models, the set screws are of extremely hard material, and some
of them can become quite stubborn in their removal, necessitating screwdrivers
of quality material that fit the screw slots well. Conversely, some European
manufacturers have fitted their machines with screws of soft material,
which require special screwdrivers to avoid damage to the screws, on the
premise that damaged screw heads would indicate to the factory-authorized
repairman that the homeowner has attempted repairs, thus violating the
terms of the warranty. Therefore, if you begin a repair job on a machine
on which the warranty is a consideration, you should feel competent enough
to carry the job to completion, or face the consequences of a void warranty
if you begin repairs and ultimately take the machine to a factory-authorized
repairman.
ADJUSTMENTS
A correctly operating sewing machine depends upon close synchronization
of the various moving parts, and upon the maintenance of certain specified
spacing tolerances between the moving parts. It therefore becomes necessary
in the manufacture of machines to incorporate adjustment devices that
will allow the mechanic to maintain the synchronization and tolerances.
In a general discussion of adjustment procedures, it is impossible to
describe universal procedures that would apply to all the hundreds of
brands and models that have been produced over the years and are still
in regular use. Moreover, since each manufacturer publishes his own technical
publications, written from his own particular viewpoint and with his own
terminology, it becomes necessary to arbitrarily adopt a standardized
terminology in a general discussion. For example, a Pfaff Manual refers
to Correcting a Wavering Straight Stitch, as Zeroing the
Needle for Straight Stitching. A White Manual frames it in the context
of a problem by calling it Uneven Wavering Straight Stitch and New Home
Manual calls the procedure Correcting Staggered Straight Stitch.
In this section we have adopted the following policy: Every problem that
can be corrected with an adjustment is framed in the context of a procedure.
A standardized terminology has been adopted which should be fairly descriptive
of the procedure on any machine you encounter.
In the sections that follow, we will maintain the standardized terminology
in the main headings, but use the factory manual terminology in the descriptive
text.
The following adjustment procedures have been selected as representative
of correcting the most commonly encountered problems in sewing machines:
Correcting Wavering Straight Stitch
When the stitch-width dial on a zig-zag sewing machine is set at 0, the
machine should sew a stitch of unwavering straightness. The superficial
cause of a wavering straight stitch is vibration of the needle bar slightly
from side to side. The underlying cause can usually be traced to the zig-zag
mechanism, to the linkages between the zig-zag mechanism and the needle
bar or to the mechanism that links the external controls (stitch-width
dial) to the internal mechanism or linkages. Due to the variety of ways
in which zig-zag control is accomplished and adjusted by various manufacturers,
there is no universal correction for this problem that would apply to
every machine. In the sections that follow, the correction is de scribed
for certain Pfaff Models, White Models, New Home Models and Brother Models.
A convenient way of checking for stitch straightness is to set the stitch-length
regulator at 0, the stitch-width regulator at 0, place a piece of white
cardboard between the presser foot and needle plate, and turn the balance
wheel by hand to see if the needle stitches into the same hole on each
down stroke of the needle.
Adjusting Feed-Dog Height
If material is fed erratically or not at all, it may be because the top
edge of the feed dog teeth are not being raised high enough above the
surface of the needle plate during the sewing cycle. The optimum feed
dog height varies on various models from .5mm to 1mm, with .8mm (.032)
being about average, if you determine that your feed-dog height needs
adjustment, rotate the balance wheel until the feed dog is at its highest
point, and in the lower mechanism, locate an adjustment point. This is
generally a set screw which secures the feed-dog rise mechanism to the
feed-dog rocker shaft. Loosen this screw, and without rotating the balance
wheel, move the feed dog up or down as required, then tighten the set
screw. This procedure will be described for certain Pfaff Models, White
Models, New Home Models and Brother Models.
When checking the feed-dog height, be sure the feed-dog drop is set to
allow the feed dogs to be raised on the sewing cycle.
Adjusting Lateral Position of Feed Dogs
If material is not fed straight during the sewing cycle, it may be because
the feed dogs are not parallel to the edges of the needle plate slots.
On many models, the feed dogs should also be centered between the edges
of the needle-plate slots.
Generally, the adjustment points for aligning the feed dogs between the
needle-plate slots will be found on the ends of the frame, in the form
of screws. They are secured by locking nuts pressing against the bearing
ends of the feed-dog rocker shaft. If this is the case on your particular
machine, loosen the locking nuts on both ends of the shaft, turn the screws
in the appropriate directions, check the alignment of the feed dogs and
when correct, tighten the locking nuts. This procedure will be explained
in detail later for certain Pfaff Models and White Models.
Adjusting Feed-Dog End Clearance
If there seems to be an excessive amount of clearance between the ends
of the feed dog and needle-plate slot on the forward or reverse cycle
of the feed-dog motion and a minimal amount of clearance on the reciprocal
cycle, adjustment of the feed-dog end clearance may be required. This
procedure will also be described for certain Pfaff Models and White Models.
Adjusting Presser-Bar Height
On most sewing machine models, with the presser foot in the UP position,
there is an optimum height at which the bottom surface of the presser
foot should be set above the top surface of the needle plate used for
normal sewing jobs. This height varies from about 7/32 inch (5.5mm) to
9/32 inch (7mm) on various models. To locate the adjustment point for
this height, remove the face plate and you will find a set screw that
secures the presser bar into place against the tension of the presser-bar
spring (Fig. 3-4). To make the adjustment, raise the presser bar, loosen
the screw, and raise or lower the presser bar to adjust the presser foot
to a specified height, or to a height which gives best feeding results.
Before tightening the set screw, turn the presser bar slightly in one
direction or the other to align the foot parallel with the edges of the
needle plate. Then tighten the screw. This procedure will also be described
for certain Pfaff Models, White Models and Brother Models.
 Fig. 3-4. This illustration from a White Service Manual will give
you an idea where the set screw for the presser bar is located on the
great majority of sewing machines. When you loosen this screw to raise
or lower the pressure bar you may also rotate the presser bar to align
the slot of the presser foot with the needle-plate slot.
Adjusting Presser-Foot Alignment
If the needle strikes the edge of the presser foot even though a correct
foot and needle setting is being used, the presser foot may not be parallel
to the edges of the needle plate, thus misaligning the presser-foot slot
in relation to the centering of the needle drop. Assuming that the presser
foot is secured tightly to the presser bar, this is caused by the presser
bar being turned slightly. To align the presser foot, raise the presser
foot to its highest point, remove the face plate, loosen the set screw
that secures the presser bar and rotate the bar slightly by grasping the
presser foot and twisting until the alignment is correct. Be careful not
to disturb the presser bar height. Then tighten the set screw. This procedure
will be de scribed for certain Pfaff Models, and White Models.
Timing Shuttle to Needle
Missed stitches, or the failure of the top thread to pick up the bobbin
thread on each cycle, may be the symptom of an incorrectly timed bobbin
shuttle. However, exhaust other underlying causes, such as poor thread,
incorrect needle, etc. You will remember from reading the previous sections
that the shuttle needle timing is the result of three factors: One is
the positions of the needle eye and shuttle hook in relation to each other
as the shuttle hook travels along its circular path and the needle has
risen slightly to form a thread loop. The second factor is the over-all
length of the needle bar and needle. This determines the elevated location
of the needle eye in relation to the shuttle hook when the needle has
reached its lowest point and risen slightly to form a thread loop. The
third factor is clearance between the shuttle hook and the side of the
needle when the needle has risen to form a thread loop.
Since the correct timing is dependent upon the three-way relationship
of these three factors, they should be adjusted in one procedure, generally
in the following sequence:
• Adjust the shuttle hook position to coincide with the needle-bar rise.
• Adjust the needle-bar height.
• Adjust the clearance between the shuttle hook and the side of the needle.
Before beginning the procedure, be sure a correct needle is used. Also,
be sure that it is correctly inserted. The side of the needle with the
shorter groove should be adjacent to the shuttle.
Adjusting the Hook to Needle-Bar Rise
On a zig-zag machine, to achieve the most accurate timing, the positional
relationship of the shuttle hook and needle eye should be checked on both
the left and right positions of the needle swing. The actual distance
of the needle bar rise will be slightly different on the left than on
the right swing, in accordance with this principle: If the shuttle rotates
counterclockwise, the needle-bar rise will be slightly more on the left
swing of the needle than on the right. Conversely, if the shuttle rotates
clockwise, the needle-bar rise will be slightly more on the right swing
of the needle than on the left. To apply this principle to an oscillating
shuttle, observe whether the shuttle hook is positioned to pick up a loop
on a clockwise or counterclockwise direction in its oscillating path.
Generally speaking, the actual amount of needle-bar rise when the hook
is in position to pick up a loop is about 2 mm on the short rise and about
4 mm on the higher rise. In any case, in the absence of exact data, the
shuttle hook should be slightly above the center of the needle eye so
that it will engage a thread loop on both the left and right swing of
the needle. The size of the loop provides the necessary leeway.
When the needle has risen the appropriate amount (a loop must be formed),
two conditions must be satisfied for accurate timing. The shuttle hook
should be opposite the center line of the needle and the height of the
needle should be such that the shuttle hook is only slightly above the
top of the needle eye.
If condition number one is not satisfied, the position of the shuttle
hook must be adjusted in its circular path. If this is not possible (as
might be the case with some oscillating shuttle machines), the needle-bar
height must be adjusted to make the formation of the loop occur when the
shuttle hook is in position to pick it up.
If the second condition is not satisfied, the needle-bar height must
be adjusted.
The method for adjusting the position of the shuttle hook varies widely
between different machines. On most machines, at some point from the short,
transverse, shuttle shaft to the opposite end of the shuttle-driving shaft,
you will find set screws that secure the shuttle to its driving mechanism.
Loosen these screws to disengage the shuttle from its driving mechanism,
turn the shuttle by hand, without moving any other mechanism, to achieve
the correct position of the shuttle hook in relation to the center line
of the needle. If there is no way to disengage the shuttle from the driving
mechanism on a rotating shuttle machine, you may be able to change the
position of the timing belt by engaging a different notch of the belt
in the lower timing belt sprocket. To do this, it will be necessary to
rotate the top mechanism slightly. It is not advisable to change the position
of the upper timing sprocket on the main drive shaft.
Adjusting Needle-Bar Height
If the height of the needle eye is not correct when the center line of
the needle coincides with the position of the shuttle hook, the needle
bar must be raised or lowered. To adjust the needle bar, remove the face
plate and loosen the set screw that secures the needle bar (Fig. 3-5).
Raise or lower the needle bar until the top of the needle eye is slightly
below the shuttle hook.
 Fig. 3-5. This illustration from a White Service Manual will give
you an idea where the set screw for the needle bar is located on most
machines. It is behind the face plate. The screw indicated by the number
1.
Adjusting Clearance Between Shuttle Hook and Side of Needle
If the clearance between the point of the shuttle hook and the side of
the needle is too large, the machine may skip stitches even though the
timing of the hook and needle bar rise is correct. If there are set screws
securing the shuttle to the transverse shaft, you should automatically
make this clearance adjustment at the same time you set the circular position
of the hook to the needle-bar rise. The adjustment is made by simply moving
the shuttle along the short shaft to obtain the correct clearance. The
hook point and needle should be as close together as possible without
touching each other to obtain this correct clearance. Or, if you wish
to make an actual measurement, set the clearance at .15mm (.006).
When you determine that the top thread will pick up a loop on every cycle
when the stitch width is set at maximum, change the setting to 0 (straight
stitch), and check the timing with the needle in the normal sewing position.
Be sure the shuttle raceway is clean and lubricated.
Adjusting Needle-Shuttle Clearance
This adjustment is essentially the same as described above. It will be
described later as a separate procedure for certain White Models and Brother
Models.
Adjusting Needle-Bar Height
This adjustment is essentially the same as described in the previous
section. It will be described later as a separate procedure for certain
Pfaff Models, White Models, New Home Models and Brother Models.
Adjusting Needle Position
The various manufacturers have established adjustment procedures for
centering the needle in the center of the needle plate hole when the needle
position is set at Center, and for equalizing the width of the zig-zag
stitch on the left and right needle swing. These procedures will also
be described later for certain Pfaff Models, White Models, New Home Models
and Brother Models.
Equalizing Forward-Reverse Stitch
For most normal sewing applications, such as reverse stitching to lock
the end of the seam of stitching, it is neither desirable nor practical
for the forward and reverse stitches to be exactly the same length. However,
in certain applications such as decorative stitching or buttonhole stitching,
it may be desirable to equalize the length of these stitches. The procedure
for doing so will be given for certain Pfaff Models, White Models, New
Home Models and Brother Models.
Adjusting Cutting Space of Buttonhole Stitch
On the zig-zag machines with an automatic buttonhole device, the optimum
width of the space between the left and right buttonhole stitches is generally
set, and should be maintained at about 5mm (.02 inches). The procedure
for adjusting this space will be given for certain White Models and New
Home Models in later sections.
Timing Needle-Bar Swing
In zig-zag sewing, the needle should only swing to the right or left
when it is above the material being sewn. The procedure for timing the
needle bar swing will be given for certain Pfaff Models, White Models,
New Home Models and Brother Models.
Cleaning the Shuttle
As explained in earlier sections, best sewing results will be obtained
if the shuttle is kept clean and oiled. The procedure for dismantling
the hook will be given for certain Pfaff Models and all White Models with
the oscillating shuttles in the following sections.
Adjusting Gear Meshing
If the cam shaft gear is incorrectly meshed to the main drive shaft gear,
noisy running will result. The procedure for adjusting this meshing will
be given for certain White Models, New Home Models and Brother Models.
Adjusting and Maintaining Upper Tension Control
Incorrect tension control vies with the incorrect needle-shuttle timing
as the most commonly encountered problem in sewing. Many of the older
sewing machine owners’ manuals give a detailed description of how to disassemble
and clean the upper tensioner, but a few of the owners’ manuals provided
with more recent models do not contain these instructions. In the absence
of specific instructions, some care must be taken to reassemble the parts
of the tensioner so that the reading of the dial corresponds to the actual
tension setting.
With the dial set at the lowest setting, the thread should slip between
the tension discs with no discernible tension. As the dial setting is
increased, the thread tension should become moderate at a median setting,
increasing to a tight tension as the dial is set to its highest setting.
Also observe the following general rules:
If the assembly has only one pair of discs, each with a concave and a
convex side, the discs should be assembled with the convex sides adjacent
to each other.
• If there are three discs, one disc will probably have two flat sides,
and it should be placed between the convex sides of the other two discs.
• As a general statement, the tension control will not exert a tension
on the thread, regardless of its setting, as long as the presser foot
is in the UP position. This is because the lifting of the presser-bar
lift lever depresses a pin that protrudes through the center of the tension
control stud, against the tension of the tensioner, releasing the tension
of the tension spring. Before assembling the tension control parts on
the stud, be sure that the release pin is correctly in place.
The innocuous looking, hair-like spring that protrudes from the body
of the machine at the outer circumference of the tension control stud
(this spring is the last item to be removed when disassembling the tension
control) is called the thread check spring. It serves the purpose of holding
the thread slightly taut as the needle descends into the material. The
tension of this spring is established by the way it is installed. More
details on installing and adjusting the thread check spring will be given
in the section that follows.
Instructions will be given for adjusting and maintaining the upper tension
control for certain Pfaff Models, White Models, New Home Models and Brother
Models.
Replacing and Adjusting Thread Check Spring
As explained above, the thread check spring holds the thread taut as
it would otherwise slacken on the down stroke of the take-up lever, which
might allow the needle to pierce the thread. As the needle enters the
material, the thread check spring hits a stop, thus releasing the needle
thread. It can then slacken so the loop can be formed. The tension of
the thread check spring exerts a cyclic, slight tension on the thread,
holding it taut and then releasing as the needle goes through its cycle.
The tension spring exerts a constant, moderate tension-depending on the
setting of the dial-during all cycles of the sewing.
The purposes of these two tensions should not be confused with each other.
On many machines, the tension of the thread check spring is set by engaging
a trailing end of the spring in the appropriate spline of the tension-control
stud. With the spring correctly installed and tensioned, the thread is
threaded through the looped end of the spring, then downward and under
a guide; to the take-up lever and then to the needle eye.
To observe the action of the spring, thread the machine appropriately,
place a scrap of material under the foot and rotate the balance wheel
by hand. The following sequence of actions should be observed: On the
up-stroke of the needle bar and take-up lever, the thread check spring
will be pulled by the thread downward against a stop. This position will
be maintained until the instant the needle pierces the material. At that
time the down-stroke of the take-up lever will allow the spring to return
to its untensioned position. Thus, with the take-up lever descending and
the tension of the check spring released, the thread will be slackened
so that a loop can be formed on the needle bar rise.
The procedure for replacing and adjusting the thread check spring will
be given for certain Pfaff Models, White Models and New Home/Janome Models.
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