Professional Documents
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Automatic Transmission
Automatic Transmission
All types of transmissions have the pling was added, creating the first modern
4
same goal: to transfer engine power to the automatic transmission, the Hydramatic.
driving wheels in the most efficient
Automatic transmissions have the
manner. This can be accomplished by
same purpose as manual transmissions: the
many devices: manual clutches and gears,
efficient transfer of engine power to the
hydrostatic transmissions, even electricity.
driving wheels. In the automatic transmis-
The most common type of transmission
sion, however, most of the shifting deci-
used 'on modern automobiles and trucks is
sions are made by the transmission instead
the hydraulically operated automatic
of by the driver.
transmission.
The automatic transmission differs
INTRODUCTION from the manual transmission in three
ways:
The modern automatic transmission 1. A fluid coupling or torque converter
was not invented all at once, but was the re- replaces the manual clutch.
sult of a gradual combination of existing
technology. For instance: 2. Planetary gears in constant engage-
ment replace sliding gears.
Fluid couplings first appeared on ships,
and were first used on Chrysler Corpora- 3. A hydraulic control system, instead
tion automobiles in 1935. The modern-day of the driver, controls shifting.
torque converter was not used on cars until
the 1948 Buick Dynaflow. The lockup con- TORQUE CONVERTERS
verter was first used on the 1949 Packard.
A fluid coupling is a device that trans-
Planetary gears were used in factories
mits power through hydraulic fluid. The
by 1890. The first automotive use was on
hydraulic fluid used in automatic trans-
the Model T Ford. These planetary gears
missions is usually called transmission
were manually operated by bands con-
fluid. In an automatic transmission, the
trolled by a foot pedal.
fluid coupling is called a torque converter.
The hydraulic control system was first The torque converter has two functions.
used on the 1938 Oldsmobile. This transmis- First, it acts as a hydraulic clutch or fluid
sion had planetary gears and a manual coupling to connect the engine to the drive-
clutch. It was not until 1940 that a fluid cou- train. In this function, it also provides the
39
necessary slip when the engine is running
with the transmission in gear and the auto- CONVERTER TURBINE THRUST
mobile is stopped. The converter also ab- HOUSING HALF WASHERS
sorbs shock that occurs in the driveline of
the 'automobile,
Second, the converter multiplies torque
'automatically when driving conditions de-
mand it, Most converters actually provide
the equivalent of about 2 to 1 gear reduction
A
or torque multiplication at full stall. "Full STATOR
40
to the operating fan. The redirected air
causes the blades of the operating fan to
turn faster than they would if powered only
by the fan's electric motor. Therefore, the
turning effort (torque) of the fan has been
multiplied.
The same effect occurs within the
torque converter. The stator redirects the
flow of the fluid so th~t contacts the im-
peller in the same dir~ in which it is ro-
tating. Therefore, as in tHe fan example, the
turning effort (torque) of the impeller is
multiplied.
The stator is mounted on a one-way
clutch. At low speeds, reversed fluid flow
from the turbine causes the one-way clutch
to lock so that the stator can function. At
cruising speeds, when turbine speed ap-
FIGURE 41 - The principle of a fluid proaches roughly 90 percent of impeller
coupling can be illustrated by using speed, the fluid flow from the turbine is no
two fans. The fan at (a) is plugged into longer reversed. Fluid flow causes the stator
an electric outlet. The fan at (b)faces to unlock and freewheel without restricting
the fan at (a), but is not plugged in. the movement of the fluid through the im-
When the fan in (a)is turned on, it . peller and turbine. Note the action of the
blows air against the blades of the fan one-way clutch in Figure 43.
in (b), causing the blades to revolve.
As previously mentioned, the advan-
tage that torque converters have over ordi-
nary fluid couplings is that they can
The major advantage of the fluid cou-
multiply engine power due to redirection of
pling is that the engine can continue to run
fluid by the stator. The torque increase can
when the vehicle is stopped and the trans-
be as much as 2.5 to 1, although it is usu-
mission is in gear. The impeller turns, and
the rotating fluid hits the turbine, but the
turbine does not move.
Fluid flow has to be reversed in the tur-
bine in order to transfer power. When the
fluid leaves the turbine, it is rotating in the
direction opposite impeller rotation. The im-
peller must waste engine power re-reversing
the fluid before it can be used again to trans-
mit power. To overcome this problem,
another part, called a stator, is installed in
the coupling. The addition of a stator is
what changes a fluid coupling into a torque
converter. The stator turns the fluid around
so that it hits the impeller in the direction
of rotation. Instead of wasting power revers-
ing the direction of the fluid, the impeller is
now assisted in rotating. This has the effect
of multiplying the force of the engine.
FIGURE 42 - Two fans can be used to
Let us use the example of the two elec- multiply torque by adding a tunnel-like
tric fans, Figure 42, to demonstrate this object called a stator. The stator
principle. In this example, the stator re- redirects the air from the fan in (b)
directs the air from the unplugged fan back back to the blades of the fan in (a).
41
DIRECTION OF
FLUID FLOW FORCE
STATOR - __
STATOR
REVERSES
FLOW
-WAY CLUTCH
PERMITS CLOCKWISE
ROTATION
FIGURE 43 - Most stators are mounted to a one-way clutch that allows the stator to
freewheel when turbine speed reaches approximately 90 percent of impeller speed.
ally closer to 2 to 1. This improves accelera- heat generated by the torque converter.
tion and mileage with no other modifica- Fluid temperatures should be kept below
tions. As with any transmission, the torque 275 F (degrees Fahrenheit). A few trans-
0
increase is a trade-off with rpm, so at maxi- missions are air cooled, but most automatic
mum torque output the output rpm is about transmissions are cooled by pumping fluid
one-half of input. As vehicle speed in- from the converter into a heat exchanger
creases, rpm and torque multiplication mounted in the radiator. This is illustrated
change in stages to about 1 to 1. in Figure 44.
42
OIL COOLER
PINION CARRIER
(
FIr"';""'R 45 -The three gears of a
pl;~ gear system are the sun
gear, the planet gear, and the ring
gear.
43
RING SUN LOCKED
GEAR GEAR TOGETHER
AND DRIVEN
HOLDING MEMBERS
FIGURE 49 - Shown here is a typical
For a sun gear, planet carrier, or ring band used as holding members inside
gear to be held stationary, something must . the transmission.
44
EXTERNALLY CLUTCH
SPLINED STEEL PLATES CYLINDER
:\ I
\
c::::::..-
PRESSURE- HUB
c:::;-
- I- - I- f---r"-----i
i:l -
/
/ I
SEALING RING 1/ BACKING PLATE
INTERNALLY
SPLINED FRICTION PLATES
45
same. Cutaway views of a typical automa-
tic transmission are shown in Figure 54.
Even when the gear train is removed
from the transmission case and assembled
on the bench, it's difficult to see the inner
working parts or to study its operation.
RETURN Therefore, we will discuss the planetary
SPRING
gear systems of the gear train as if we were
putting the transmission together. That is,
SERVO we will use cutaway views to show how
RELEASE each unit goes together. Alongside each cut-
PRESSURE APPLY away view, where necessary, we will show
PRESSURE
the parts d out in their assembly se-
quence. e mk this is the best way to get
FIGURE 53 - The internal compo- acquainted with an automatic transmis-
nents ora typical band and servo can sion, other than actually taking one apart
be seen in this cutaway view. yourself. .
To begin our buildup of the gear train,
which is either built into the case or bolted let us install an input and an output shaft,
to it. The other end of the band is anchored Figure 55. The input and output shafts are
to the case. obviously not connected to each other. Both
When the apply side of the servo piston are independently supported. The input
is pressurized, the band is squeezed around shaft is supported by two bushings in the
the drum, holding the drum stationary. A re- stator support. Back-and-forth movement
turn spring is provided to release the band (end play) of the input shaft is limited by
when the pressure is released. Some servos, the input shaft splines bottoming in the con-
however, are released by pressurizing the verter turbine hub and in the forward
opposite side of the piston. clutch cylinder hub.
A bushing in the transmission main
One-Way Clutches case supports one end of the output shaft,
Many automatic transmissions also de- and a bushing in the extension housing sup-
pend on one-way clutches that lock when ports the other end.
power is applied in one direction, and un- With the input and output shafts prop-
lock when the power is reversed. On some erly supported, we can begin to add gear
transmissions, certain bands and clutches train components.
are used only as backups for the one-way
clutch to provide engine braking when de- Forward Clutch Assembly
scending long hills. Since the one-way
clutch will overrun when the vehicle is go- The forward clutch cylinder, Figure 56,
ing downhill, these backup bands or is splined to the input shaft. Notice that
clutches are engaged to provide engine brak- grooves, or teeth, are machined in the in-
ing when the shift lever is moved to manual side surface of the forward clutch cylinder
second or low. I
to hold externally splined clutch drive
plates. The hub portion (not shown) has
teeth to hold the internally splined driven
TRANSMISSION CONSTRUCTION plates.
Now that you have a basic understand- Let us add a sun gear and a planet
ing of how a planetary gear system oper- carrier to the output shaft, as shown in Fig-
ates, let us take a closer look at how this ure 57. We must stress that this buildup pro-
gear system is used in an automatic trans- cedure is strictly for teaching purposes. If
mission. The placement of the planetary we were to continue our buildup in this
gears in a transmission will vary from man- manner, we would have to remove more and
ufacturer to manufacturer, but the opera- more pieces before we could add the next
tion of the planetary gear system is the piece.
46
Let us add the forward clutch piston ple planetary gear set in reduction. The ring
and plates, Figure 58. Having a forward gear drives, the sun gear is held, and the
clutch that operates, all we have to do to load is on the planet gear carrier.
have a planetary gear connection between
the input and output shafts is to add a hub Compound Planetary Gear Set
and ring gear. We now have a ring gear,
In our second-gear operation just dis-
which can be locked to the input shaft, in
cussed, we had half of the sun gear left
mesh with planet gears whose carrier is
over. Weare going to use this to make our
splined to the output shaft. The planet
gear train into a compound planetary gear
gears are also in mesh with a sun gear,
set. We will add a planet carrier and ring
which is free to turn on the output shaft.
gear, Figure 61. These additions will give us
When we add the reverse-and-high two simple planetary gear systems locked
clutch cylinder and the input shell to the into a compoun system by a common
gear train,Figu;re 59, we are approaching a sun gear.
workable co;mbination. With the forward
clutch applied, engine power can flow to the In the past, many types of planetary ar-
ring gear of the front unit. Applying the rangements were used by Hydramatic,
reverse-and-high clutch connects power to Berg-Warner, Ford, Studebaker, Packard,
4
the sun gear. Buick, Chevrolet, and Chrysler. Most of the
more unusual ones had disappeared by
1965.
Intermediate Band
Planetary systems in modern automo-
To get our gear train to work, we have
biles are of the compound type in that two
to hold the reverse-and-high clutch cylinder.
planetary gear sets are combined into one
We have added an intermediate band, Fig-
unit. The most common type of compound
ure 60, which tightens around the reverse-
gear set is the Simpson gear train; This
and-high clutch cylinder to hold the com-
gear train is really two gear sets with a com-
mon sun gear stationary through the input
mon sun gear. Simpson gear train combina-
shell.
tions can be held or driven to produce
In second gear, the forward clutch and various gear ratios. Most modern three-
the intermediate band are applied. Power speed automatic transmissions require at
from the engine flows from the turbine of least two holding members to be applied in
the torque converter to the transmission in- any gear to move the vehicle. Most four-
put shaft, to the forward clutch cylinder, speed automatics require three holding
across the forward clutch plates to the front members to move.
planetary unit ring gear hub, and then to
the front unit ring gear. Input power flow Reverse Gear
from the engine stops at the front unit ring
In Figure 62, we have added a low-and-
gear. The power flows to the transmission reverse band to our gear train. We will now
output components from the ring gear. be able to back the vehicle up. In reverse
The ring gear rotates the planet gears gear, the reverse-and-high clutch and low-
and forces them to walk around the station- and-reverse band are applied. Engine power
ary sun gear. As the planet gears walk flows through the torque converter to the
around, they take the planet carrier with transmission input shaft, to the forward
them and the planet carrier drives the out- clutch cylinder, across the reverse-and-high
put shaft. You will remember that the clutch plates, to the reverse-and-high clutch
planet carrier is splined to the output shaft .. cylinder, to the input shell, to the sun gear.
Input power flow ends at the sun gear.
The sun gear is prevented from rotating
by the intermediate band, which is applied The sun gear rotates the reverse planet
to hold the reverse-and-high clutch cylinder. gears, which in turn rotate the reverse ring
The reverse-and-high clutch cylinder is gear in a direction opposite to that of the
locked to the input shell, and the input shell sun gear rotation. Reversal of direction oc-
is locked to the sun gear. The gearing ar- curs because the planet carrier is held sta-
rangement in second gear is that of a sim- tionary by the low-and-reverse cylinder.
47
48
FORWARD CLUTCH
SUN GEAR DRIVE SHEll
INTERMEDIA TE
LOW-AN"f)-REVERSE CLUTCH SUPPORT
(1-21 CLUTCH
LOW-AND-REVERSE CLUTCH
INTERMEDIATE REACTION CARRIER
OVERRUN BAND 9UTPUT RING GEAR
DIRECT (2 -31 ~['" ~?W-AND-REVE RSE ClU. TCH PI STON
CLUTCH •• "~-l . EXTENSION
':1 ) '-. ~:: HOUSING
;;;,:,~, "" " ~, . SlEEVE-
. ~---~"YOKE SEAL
~ASSEMBlY
~OUTPUT
SHAFT
~~SPEEDOMETER
~ -DRIVE GEAR
SPEEDOMETER
DRIVEN GEAR
GOVERNOR
ASSEMBL Y
io W-AND-REV ERSE
OVERRUN ROllER
INPUT SHAFT
CLUTCH
COO l ER B Y - PAS S
e'~
<;J.g PARKING PAWL
VALVE
PRIMING VALVE
INTERMEDIATE OVERRUN SUN GEAR
ROLLER CLUTCH OUTPUT CAR
INPUT RING
MANUAL SHAFT
STA TOR SHA FT
FIGURE 54 - The location of the planetary gears and other internal components can
*"
~ be seen in these cutaway views of a typical transmission.
FLYWHEEL HOUSING
EXTENSION HOUSING
FIGURE 55 - The input shaft brings engine power into the transmission. Power
leaves the transmission by way of the output shaft.
\ FORWARD
FORWARD PISTON DISC SPRING PRESSURE
CLUTCH CYLINDER PLATE DRIVEN PLATES
FIGURE 56 - The components of a typical forward clutch can be seen in this ex-
ploded view.
FRONT PLANET
CARRIER
SUN GEAR
(I~ ~)@) ~
V OUTPUT SHAFT
FRONT PLANET CARRIER
SUN GEAR JOURNALS
FIGURE 57 - The output shaft has splines on its forward end. A planet gear train
can be mounted to these splines.
50
~~--------------------------"'-.---~-------~-=~-~--~~~- ....
------
The cylinder is held by the low-and-reverse
FORWARD CLUTCH PISTON AND PLATES
band. Output power flow begins at the re-
verse ring gear, which is splined to the out-
put shaft.
First-Gear Drive
In first-gear drive, we can utilize a one-
way clutch, Figure 63. The one-way clutch
is a relatively simple device. When force is
applied to the inner race in a clockwise di-
rection, the rollers move to the right and al-
FRONT RING GEAR AND HUB
low the inner race to revolve in a clockwise
direction. When a counterclockwise rota-
PRESSURE PRESSURE tional force is applied to the inner race, the
PLATE PLATE
rollers are pushed in a counterclockwise di-
DRIVEN
rection. This squeezes the rollers between
the inner and outer races, locking the races
together, and stops the inner race from re-
volving. The springs tend to hold the rollers
toward the larger ends of their cavities,
where freewheeling takes place. The one-
way-clutch inner roller race is splined to the
low-and-reverse cylinder. The outer roller
4
race is fastened to the transmission case.
In first-gear drive (D1), the forward
clutch and one-way clutch are applied.
Power developed by the engine flows
through the torque converter to the trans-
SNAP RING FORWARD CLUTCH HUB . mission input shaft, to the forward clutch
cylinder, across the forward clutch plates,
to the front-unit ring gear hub, and finally
FIGURE 58 - The forward clutch is to the ring gear, as shown in Figure 64. In-
used to hold various gears of the plane- put power flow stops at the front ring gear.
tary gear system.
SPRING DRIVEN
PLATES PRESSURE
PLATE
~~~~jij;IDI r
~'0\.\JAVA\JAYA\J~O 09
~ =,........--'f'~~. PISTON
SEALS PISTON
RETURN SPRING
SNAP
RING DRIVE
PLATES
SNAP
RING
~{I@110-
SUN GEAR THRUST WASHER NO.5
~NNT:pR~~LG-O EXTERNAL
~' SNAP RING
INPUT SHELL
FIGURE 59 - The reverse-and-high clutch locks the input shaft to the common sun
gear through the input shell.
51
INTERMEDIATE BAND APPLIED
FORWARD CLUTCH APPLIED
PISTON STEM
APPLY SIDE LOW-AND-REVERSE DRUM
OF PISTON
REVERSE UNIT PLANET CARRIER
RELEASE PRESSURE
@~Q
REVERSE UNIT RING GEAR SNAP RING
52
REVERSE-AND-HIGH CLUTCH APPLIED
other words, the output shaft can overrun
the input. In the low, or L, range, however,
the low-and-reverse band prevents the car-
rier from turning either way, thus providing
engine braking.
LOW-AND-REVERSE BAND
High Gear
In high gear, the forward planetary
FIGURE 62 - The low-and-reverse unit is locked up by applying two clutches,
band fits around the outside of the low-
as shown in Figure 67. The reverse-and-
and-reverse cylinder. high clutch locks the sun gear to the input
shaft through the input shell. The forward
In Dl range, the reverse unit pinion clutch locks the forward ring gear to the in-
carrier is held in one direction only by a put shaft. With two of its members locked to
one-way clutch. This arrangement lets the the input shaft, the forward unit must re-
transmission freewheel in first gear. In volve as a solid part. Since the output shaft
OUTER RACE
INNER RACE (BOLTED TO CASE)
(SPLINED TO.LOW-
AND-REVERSE DRUM)
SNAP ROLLER-B
RING
LOW-AND-
REVERSE CLUTCH
SPRING
f~.f1
~ ASSEMBLY
~ .•.•, I '
;:.. ,
SPRING
ASSEMBLY ROLLERS /
DIRECTION OF ROTATION IN
SECOND AND HIGH GEARS BUSHING
SNAP RING
FIGURE 63 - The components of a typical one-way clutch can be seen in this ex-
ploded view.
53
THE INTERMEDIATE BAND IS APPLIED. THE
FORWARD CLUTCH APPLIED
REVERSE-AND-HIGH CLl:ITCH DRUM, THE IN-
PUT SHELL, AND THE SUN GEAR ARE HELD
STATIONARY.
t
THE FORWARD CLUTCH IS APPLIED. THE FRONT
ONE-WAY CLUTCH HOLDING REVERSE PLANETARY UNIT RING GEAR IS LOCKED TO THE
PLANET CARRIER AGAINST ROTATION INPUT SHAFT.
THE LOW-AND-REVERSE ••
BAND (LOW RANGE) OR
THE ONE-WAY CLUTCH (01 RANGE) IS HOLDING
BOTH THE FORWARD CLUTCH AND THE
REVERSE-AND-HIGH CLU:rCH ARE APPLIED. ALL
PLANETARY GEAR MEMBERS ARE LOCKED TO
EACH OTHER AND TO THE OUTPUT SHAFT.
THE REVERSE UNIT PLANET CARRIER
STATIONARY.
FIGURE 67 - The whole assembly is
FIGURE 65 - This is a cutaway view normally combined as a single unit in
showing the operation of the planetary high gear. The gear ratio in the exam-
gears of a typical transmission operat- ple is 1 to 1.
ing in low gear.
54
Park
THE REVERSE-AND-HIGH CLUTCH IS APPLIED AND
DRIVES THE SUN GEAR CLOCKWISE. When the transmission is shifted into
park, the transmission is in the same config-
uration as it is in neutral. The difference be-
tween park and neutral is that in park a
lever, called a parking pawl, is used to lock
the output shaft. This prevents the vehicle
from moving anytime the vehicle is in park.
This system, along with the emergency
brake, is responsible for keeping the vehicle
THE LOW-AND-REVERSE
••
BAND IS HOLDING
stationary while it is unattended .
THE REVERSE UNIT PLANET CARRIER
STATIONARY. TRANSAXLES
55
this point, the power from the impeller
shaft must be transferred to the gear train,
which is mounted alongside. As mentioned
previously, a chain-and-sprocket set or a
spur gear set is used to transfer this power.
This links the impeller shaft to the input
shaft of the gear train. ~
The gear train, which contains the
planetary gears, holding clutches, and
bands, is identical to that used in an auto-
matic rear-wheel-drive transmission. The op-
eration of the gear train is also identical.
The output of the gear train is used to drive
RIGHT the differential unit, which in turn drives
LEFT OUTPUT GEAR OUTPUT the wheels of the vehicle.
SHAFT TRAIN SHAFT
56