Everything about Transmission Mechanics totally explained
Using the principle of
mechanical advantage,
transmissions provide a torque-speed conversion (commonly known as "gear reduction" or "speed reduction") from a higher speed motor to a slower but more forceful output.
Explanation
Early transmissions included the right-angle drives and other gearing in
windmills,
horse-powered devices, and
steam engines, in support of
pumping,
milling, and
hoisting.
Most modern gearboxes either reduce an unsuitable high speed and low
torque of the prime mover output shaft to a more stable lower speed with higher torque, or do the opposite and provide a
mechanical advantage (i.e increase in torque) to allow higher forces to be generated. Some of the simplest gearboxes merely change the physical direction in which power is transmitted.
Many typical
automobile transmissions include the ability to select one of several different
gear ratios. In this case, most of the gear ratios (simply called "gears") are used to slow down the output speed of the engine and increase torque. However, the highest gears may be "
overdrive" types that increase the output speed.
Uses
Gearboxes have found use in a wide variety of different—often
stationary—applications.
Transmissions are also used in
agricultural,
industrial,
construction,
mining and
automotive equipment. In addition to ordinary transmission equipped with gears, such equipment makes extensive use of the
hydrostatic drive and electrical
adjustable-speed drives.
Simple
The simplest transmissions, often called gearboxes to reflect their simplicity (although complex systems are also called gearboxes in the vernacular), provide gear reduction (or, more rarely, an increase in speed), sometimes in conjunction with a right-angle change in direction of the shaft (typically in
helicopters, see picture). These are often used on
PTO-powered agricultural equipment, since the axial PTO shaft is at odds with the usual need for the driven shaft, which is either vertical (as with rotary mowers), or horizontally extending from one side of the implement to another (as with
manure spreaders,
flail mowers, and
forage wagons). More complex equipment, such as
silage choppers and
snowblowers, have drives with outputs in more than one direction.
Regardless of where they're used, these simple transmissions all share an important feature: the
gear ratio can't be changed during use. It is fixed at the time the transmission is constructed.
For transmission types that overcome this issue, please see
Continuously Variable Transmission, also known as CVT.
Multi-ratio systems
Many applications require the availability of multiple
gear ratios. Often, this is to ease the starting and stopping of a mechanical system, though another important need is that of maintaining good
fuel economy.
Automotive basics
The need for a transmission in an
automobile is a consequence of the characteristics of the
internal combustion engine. Engines typically operate over a range of 600 to about 7000
revolutions per minute (though this varies, and is typically less for diesel engines), while the car's wheels rotate between 0 rpm and around 1800 rpm.
Furthermore, the engine provides its highest torque outputs approximately in the middle of its range, while often the greatest torque is required when the vehicle is moving from rest or traveling slowly. Therefore, a system that transforms the engine's output so that it can supply high torque at low speeds, but also operate at highway speeds with the motor still operating within its limits, is required. Transmissions perform this transformation.
Most transmissions and
gears used in
automotive and
truck applications are contained in a
cast iron case, though sometimes
aluminum is used for lower weight. There are three shafts: a mainshaft, a countershaft, and an idler shaft.
The mainshaft extends outside the case in both directions: the input shaft towards the engine, and the output shaft towards the rear axle (on rear wheel drive cars). The shaft is suspended by the main
bearings, and is split towards the input end. At the point of the split, a pilot bearing holds the shafts together. The gears and
clutches ride on the mainshaft, the gears being free to turn relative to the mainshaft except when engaged by the clutches.
Automobile includes
manual,
automatic or
semi-automatic transmission.
Manual
Manual transmission come in two basic types:
- a simple but rugged sliding-mesh or unsynchronized / non-synchronous system, where straight-cut spur gear sets are spinning freely, and must be synchronized by the operator matching engine revs to road speed, to avoid noisy and damaging "gear clash",
- and the now common constant-mesh gearboxes which can include non-synchronised, or synchronized / synchromesh systems, where diagonal cut helical (and sometimes double-helical) gear sets are constantly "meshed" together, and a dog clutch is used for changing gears. On synchromesh 'boxes, friction cones or "synchro-rings" are used in addition to the dog clutch.
The former type is commonly found in many forms of racing cars, older heavy-duty
trucks, and some agricultural equipment.
Manual transmissions dominate the car market outside of
North America. They are cheaper, lighter, usually give better performance, and fuel efficiency (although the latest sophisticated automatic transmissions may yield results slightly closer to the ones yielded by manual transmissions). It is customary for new drivers to learn, and be tested, on a car with a manual gear change. In
Poland all cars used for testing (and because of that, virtually all those used for instruction as well) have a manual transmission. In
Japan,
Philippines,
Germany, the
Netherlands,
New Zealand,
Austria, the
UK, Ireland
Usual jamming includes: worn teeth, damages caused by a faulty chain, damage due to thermal dilatation, broken teeth due to excessive use of power when pedalling and lubrication flaw caused by negligency.
Uncommon types
Continuously variable
The Continuously Variable Transmission (CVT) is a transmission in which the ratio of the rotational speeds of two shafts, as the input shaft and output shaft of a vehicle or other machine, can be varied continuously within a given range, providing an infinite number of possible ratios.
The continuously variable transmission (CVT) shouldn't be confused with the Infinitely Variable Transmission (IVT) (See below). Generally, the usage of the term 'CVT' isn't used for infinitely variable transmissions because most CVT's are not IVT's.
The other mechanical transmissions described above only allow a few different gear ratios to be selected, but this type of transmission essentially has an infinite number of ratios available within a finite range. The
continuously variable transmission allows the relationship between the speed of the engine and the speed of the wheels to be selected within a continuous range. This can provide even better fuel economy if the engine is constantly running at a single speed. The transmission is in theory capable of a better user experience, without the rise and fall in speed of an engine, and the
jerk felt when changing gears.
Infinitely variable
The IVT is a specific type of CVT that has an infinite
range of input/output ratios in addition to its infinite number of possible ratios; this qualification for the IVT implies that its range of ratios includes a zero output/input ratio that can be continuously approached from a defined 'higher' ratio. A zero output implies an infinite input, which can be continuously approached from a given finite input value with an IVT. [Note:remember that so-called 'low' gears are a reference to low ratios of output/input, which have high input/output ratios that are taken to the extreme with IVT's, resulting in a 'neutral', or non-driving 'low' gear limit.]
Most (if not all) IVT's result from the combination of a CVT with an epicyclic gear system (which is also known as a planetary gear system) that facilitates the subtraction of one speed from another speed within the set of input and planetary gear rotations. This subtraction only needs to result in a continuous range of values that includes a zero output; the maximum output/input ratio can be arbitrarily chosen from infinite practical possibilities through selection of extraneous input or output gear, pulley or sprocket sizes without affecting the zero output or the continuity of the whole system. Importantly, the IVT is distinguished as being 'infinite' in its ratio of high gear to low gear within its range; high gear is infinite times higher than low gear. The IVT is always engaged, even during its zero output adjustment.
The term 'infinitely variable transmission' doesn't imply reverse direction, disengagement, automatic operation, or any other quality except ratio selectabilty within a continuous range of input/output ratios from a defined minimum to an undefined, 'infinite' maximum. This means continuous range from a defined output/input to zero output/input ratio.
Electric variable
The Electric Variable Transmission(EVT) is a transmission that achieves CVT action and in addition can use separate power inputs to produce one output. An EVT usually is executed in design with an epicyclic differential gear system (which is also known as a planetary gear system). The epicyclic differential gearing performs a "power-split" function, directly connecting a portion of the mechanical power directly through the transmission and splitting off a portion for subsequent conversion to electrical power via a motor/generator. Hence, the EVT is called a Power Split Transmission (PST) by some.
The directly connected portion of the power travelling through the EVT is referred to as the "mechanical path". The remaining power travels down the EVT's "electrical path". That power may be recombined at the output of the transmission or stored for later, more opportune use via a second motor/generator (and energy storage device) connected to the transmission output.
The pair of motor/generators forms an Electric Transmission in its own right, but at a lower capacity, than the EVT it's contained within. Generally the Electric Transmission capacity within the EVT is a quarter to a half of the capacity of the EVT. Good reasons to use an EVT instead of an equivalently-sized Electrical transmission is that the mechanical path of the EVT is more compact and efficient than the electrical path.
The EVT is the essential method for transmitting power in some hybrid vehicles, enabling an Internal Combustion Engine (ICE) to be used in conjunction with motor/generators for vehicle propulsion, and having the ability to control the portion of the mechanical power used directly for propelling the vehicle and the portion of mechanical power that's converted to electric power and recombined to drive the vehicle.
The EVT and power sources are controlled to provide a balance between the power sources that increases vehicle fuel economy while providing advantageous performance when needed. The EVT may also be used to provide electrically generated power to charge large storage batteries for subsequent electric motor propulsion as needed, or to convert vehicle kinetic energy to electricity through 'regenerative braking' during deceleration. Various configurations of power generation, usage and balance can be implemented with a EVT, enabling great flexibility in propelling hybrid vehicles.
The Toyota single mode hybrid and General Motor 2 Mode hybrid are production systems that use EVTs. The Toyota system is in the Prius, Highlander, and Lexus RX400h and GS450h models. The GM system is the Allison Bus hybrid powertrains and are in the Tahoe and Yukon models. The Toyota system uses one power-split epicyclic differential gearing system over all driving conditions and is sized with an electrical path rated at approximately half the capacity of the EVT. The GM system uses two different EVT ranges: one designed for lower speeds with greater mechnical advantage, and one designed for higher speeds, and the electrical path is rated at approximately a quarter of the capacity of the EVT. Other arrangements are possible and applications of EVT's are growing rapidly in number and variety.
EVT's are capable of continuously modulating output/input speed ratios like mechanical CVT's, but offer the distinct difference and benefit of being able to also apportion power from two different sources to one output.
Hydrostatic
Hydrostatic transmissions transmit all power
hydraulically, using the components of
hydraulic machinery. There is no solid coupling of the input and output. One half of the transmission is a hydraulic pump and the other half is a hydraulic motor, or hydraulic cylinder. Hydrostatic drive systems are used on excavators, lawn tractors, forklifts, winch drive systems, heavy lift equipment, agricultural machinery, etc.
Hydraulic drive systems can be used as an extra transmission between motor and f.i. wheels.
Hydrodynamic
If the hydraulic pump and/or hydraulic motor are not hydrostatic, but hydrodynamic, then the transmission can be called hydrodynamic. The pump and motor can consist of rotating vanes without seals. The pump and motor can be placed in close proximity. The transmission ratio can be made to vary by means of additional rotating vanes, an effect similar to varying the pitch of an airplane propeller.
The
torque converter in most American cars is a hydrodynamic transmission, placed ahead of the automatic transmission.
It was possible to drive the
Dynaflow transmission without shifting the mechanical gears.
Hydrodynamic transmissions tend to be inefficient due to energy losses in the fluid.
Electric
Electric transmissions convert the mechanical power of the engine(s) to electricity with
electric generators and convert it back to mechanical power with
electric motors. Electrical or electronic
adjustable-speed drive control systems are used to control the speed and torque of the motors. If the generators are driven by
turbines, such arrangements are called
turbo-electric. Likewise installations powered by
diesel-engines are called
diesel-electric. Diesel-electric arrangements are used on many railway locomotives.
Further Information
Get more info on 'Transmission Mechanics'.
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