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South Bend 9-inch "Workshop" Lathe
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For many model and experimental engineers the definitive South Bend lathe is the 9-inch "Workshop" Precision backgeared and screwcutting model. Designed and first manufactured in 1933 it was announced in January 1934 as the "Model 5" with a single, basic specification of screwcutting by (20DP) changewheels and hand-cross feed. This first model had virtually nothing in common with either of the earlier, cheaper South Bend lathes, the 8" and 9" Junior models, and was most commonly listed using the catalog number "405" - the "4" referring to a lathe intended to be driven by bench-mounted countershaft. The earliest mention of the lathe so far discovered comes in a January 1934 works pamphlet that provided examples of advertisements available for dealers to use in to their local press  - should you have an earlier mention the writer would be very interested to hear from you. More details of these very early 9-inch lathes, and their supporting literature, can be found here. Although a perfectly functional lathe the first model did have some shortcomings that were fully addressed by the manufacturer through an interim model (listed as the 415) manufactured from around September 1935 until the 1938/9 and the introduction of a new range consisting of "A", "B" and "C" versions - the latter with changewheels and hand cross feed and very similar to the 415. However, even as the lathe developed, by as early as 1935 the makers were boasting of  "Ten New Features" - though it has to be said that polishing the rims of the carriage and tailstock handwheels was allowed to account for two of them. The catalogue for November 1936 lists the 415 as the "New 1936 Workshop" - though even at this date it still retained a changewheel cover complete with the first type of (405) threading chart - but transposed from front to end face. The Model 5 (Type 405) and its development is covered in detail on these pages.
Taking account of the hard economic times of the 1930s the Model 5 was engineered to sell at a price that would appeal to the amateur and, in view of the fact that it would probably not be used for very heavy-duty work, constructed from comparatively light castings in comparison with other models in the range; however South Bend, it seems, were prepared to sacrifice nothing in the way of quality of fit and finish and the Model 5 and subsequent versions were very well built. The makers boasted in early advertising literature that the lathe was: "
built entirely of steel, cast iron and malleable iron ….. No die cast metal is used." - the latter reference being a dig at Atlas with their mass-produced 9-inch lathe.
With its excellent materials ands sound construction the lathe found a ready market. The hole through the headstock spindle was 3/4" - although a few (much later) lathes have been found (in England) fitted with a modified headstock from the 10-inch lathe, complete with the huge 1
3/8" bore spindle. The headstock bearings were lubricated at first directly through top-mounted, spring-cap Gits-brand oilers with a feed passed onto filter felts, held within a groove, from where it dribbled downwards, hopefully less any dirt.. After 1936 the oil cups, with dip wicks, were used; these allowed the operator to fill them at the beginning of a job and check when more was required. In 1938 the lathe was given even better protection from forgetful owners with oil fed through spring-loaded wicks from reservoirs built into the lower part of each bearing column (as on larger South Bend lathes) with Mobil Velocite 10 oil as a suitable and recommended modern equivalent to the original lubricant. The felt wicks were designed to deliver oil upwards - minus any dirt which may have worked its way in - by capillary action. Should you remove the spindle a problem arises: the felts pop up into the space created and prevented it from being replaced. The solution? If each "elbow" oiler is turned through 90 degrees a small hole is revealed, bored horizontally through the casting, designed to accept a length of stiff wire to hold the felt down whilst the spindle is replaced.
Originally described as both the
Model 9-inch "Workshop" Lathe and the 9-inch "Workshop" Precision Lathe, by the end of World War Two (in 1945) the marketing department must have considered the term "Workshop" to be "down-market" and it was dropped from the catalogues and the single description "Precision" used instead. The words "Precision" and "Toolroom" were freely used by South Bend throughout their catalogs for many years to indicate specifications and equipment levels - rather than any intrinsic merit, or mechanical superiority over other lathes in their range.  In general terms (and depending upon the particular size of machine) a "Toolroom" lathe would have had a taper turning attachment, a collet storage board, a collet draw bar for the spindle (and just a single collet) supplied as part of its standard equipment.
On its introduction the 405 -"Workshop" was available in eight "models" and four different bed lengths of  3 feet (model 15-YB), 3.5 feet (model 15-ZB), 4 feet (model 15-AB) and (very rarely) 4.5 feet (model 15-RB). These gave, respectively, between centres' capacities of 17", 23", 29" and 35"; the mechanical specification of the lathes' main components was identical, the only differences being in their ancillary equipment - the term "Model" being stretched to include numerous combinations of drive systems and stands.
The basic lathe was supplied without a countershaft unit, or motor, and was priced, on its introduction, at $75 for the shortest-bed, 18"-between-centres version to $116 for the longest, 30-inch capacity model.  Other, more expensive options were available, including ones where the lathe was supplied complete on an underdrive stand with either a plain "Simplex" or "adjustable" countershaft fitted with an electric motor and reversing switch - and ready to run. The "plain" countershaft suffered from the disadvantage of having no provision to adjust the belt tension to ease the change from one speed to another - although both the motor and the base of the countershaft were slotted to allow initial belt tensions to be set; with these countershafts changing speeds meant having to "roll" the belt from one pulley to another a method common at the time but still inconvenient.
The adjustable countershaft had a cast-iron upright hinged to a stout baseplate with an over-centre lever to set and lock the angle between them. The lever allowed the belt tension to be released instantly and the belt moved easily from pulley to pulley; this countershaft could also be supplied with a 4-step V belt drive for which, of course, a much greater release of tension was needed to allow the V belt to be moved out of its deep groove. Another advantage of the adjustable countershaft was that it allowed variations in belt tension between different grooves on the pulleys (which is often present - and increases with wear) to be removed by making a small adjustment to the left-hand/right-hand threaded turnbuckle between the two halves of the tensioning rod. The plain-countershaft lathe, in short-bed form and ready to run, was priced at a total of $98.25 whilst the much more desirable model with an adjustable-countershaft was only an additional $5 - which probably explains why most 9-inch "Workshop" lathes are found today with that fitting.
The most expensive "ordinary" 9-inch Workshop lathe during 1934 and 1935 was the 4-speed V-belt drive long-bed model at $154; however, during the following year (1936) a "Toolroom" version was introduced, complete with a hand-wheel activated draw-in collet chuck (with one collet of any size from the range), a taper-turning unit, micrometer-carriage stop, thread-cutting stop for the cross slide and a collet tray held on a supporting bracket which was clamped down over the back V of the lathe bed. This machine, with a 4-speed V-belt countershaft drive and hardened headstock spindle, retailed for $205.25 in the shortest bed length - and $246.25 in the longest.
Continued below:

Not the first  9-inch "Workshop" lathe but the one advertised in 1935 with all the early changes complete. Although not called the "Model C" until 1939, that is the expression usually used when referring to this version. This example has the electrical reversing switch mounted on a special bed clamp and a horizontal-drive countershaft unit of the non-adjustable type. The headstock bearings have top-mounted flip-up Gits-brand oilers, the spindle bull wheel is open along its inside edge and the guard over the screwcutting changewheels is not only open on its inside face but also without any method to lock it closed.

Above:: South Bend 9" Model A "Precision" 1952-version with an "English-threads" gearbox and rear-drive countershaft. Note that, whilst much appears to be unaltered in comparison with earlier versions, this lathe has longer, heavier and more robust bed feet. Oddly, during 1947 (at a time that seems to have coincided with a new number system in march of that year) , a batch of lathes was produced that might be described as an "interim" model with longer, convex-ended feet and a bed that must have been from a new mould. This bed, which was used for a short production run only, lacked the pronounced rib along the lower edges, had a "square" profile in cross section (in comparison to the original round style) and (most distinctive of all) the word South Bed cast into the top face of two bed cross-ribs. After this the later style feet were adopted and the bed revered to the older style.
The 1952 lathe makes an interesting comparison with the much more modern-looking model that was fitted to a sheet-metal underdrive stand. The Model A was fitted with a screwcutting gearbox and power cross feed apron. The machine illustrated above has the optional 12-speed countershaft unit with a 4-step V-belt pulley on the headstock and an adjustable belt tensioner and over-centre locking handle arrangement. The guards for backgear and changewheels are a little fuller - and include protection along their previously  open edges - but the latter could still not be locked closed. The headstock spindle -  hardened as standard on all V-belt drive models - was lubricated by spring-loaded felts dipping into reservoirs formed below the spindle line and filled from angled flip-top oil caps positioned just below the bearing caps. The bed feet were, by this time, very much more substantial and gave the lathe a heavier and more purposeful look.
The 9" South Bend "Workshop" lathe was eventually available in main three forms - and from 1939 (and the introduction of the "Super-finished" spindle and screwcutting gearbox) was know as:
Model A with screwcutting gearbox and power cross feed
Model B with screwcutting by changewheels and power cross feed
Model C with changewheel screwcutting and hand-operated cross feed - this lathe was built from 1935 but its designation as the "Model C" did not happen until 1939, though the term "Model C" is widely applied to all the ordinary pre-1939 9-inch Workshop lathes.
Gap Bed Model in A, B and C form - introduced during 1962.
Initially the model C was available with either a six-speed flat belt drive or an eight-speed V-belt drive; screwcutting was by changewheels and an interesting option, for heavy-duty manufacturing use, was a headstock spindle driven by triple V belts from a single-size pulley.
What colour was a South Bend 9-inch lathe ? If experiences with other machine tools are a guide the original shade of a "greenish grey" would have varied in tint over the years, it being notoriously difficult to obtain consistencies in paint colours from one batch to another. A good starting point for a rebuild would be a Benjamin Moore Urethane Alkyd Industrial Enamel to the formula: M22-3B, OY-15, BK-27, MA-1 1/2 per quart.
After WW2 a 10-inch version of the lathe was developed, the "South Bend Light Ten"; this featured an increased centre height, a larger hole through the headstock spindle, a more securely enclosed headstock  - and was available as either a standard bench version or mounted on a neat, under-drive cabinet stand. This lathe did not replace the 9", but ran along side it until the mid 1970s. Whilst the older design of heavy 10" underdrive lathe is quite common outside the USA, the "Light Ten" is much rarer. More South Bend History.
It is interesting to compare the original South Bend 9-inch lathe with the English copies by Smart & Brown and Boxford, the Australian Hercus, Sheraton and Purcell, the Swedish Storebro and Blomqvist and the Brazillian Sanches Blanes and  Joinville - the  family resemblance is quite clear.
For an interesting, highly practical and well-illustrated article about rebuilding a South Bend power-feed apron (Hercus version) click here
An active and intelligently moderated South Bend Users' Group can be found on Yahoo here and Parts for the lathe here


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South Bend
9-inch "Workshop" Lathe
Stands & Drive Systems   Headstock Details   Carriage Assembly   Screwcutting   Accessories
South Bend Home Page   South Bend 9-inch Clones   In the Factory
Original 1934 9-inch Model 5