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Table of Contents
GEARBOX (TRANSMISSION SYSTEM) ----------------------------------------------------------------------------------- 2 INTRODUCTION ----------------------------------------------------------------------------------------------------------- 2 TRANSMISSION DESIGN ------------------------------------------------------------------------------------------------ 2 BASIC GEARBOX CONCEPT ------------------------------------------------------------------------------------------------ 3 SOLUTION PRINCIPLES FOR PART FUNCTIONS, EVALUATION ------------------------------------------------- 4 DESIGN OF GEARWHEEL TRANSMISSIONS FOR VEHICLES--------------------------------------------------------- 5 Gearwheel Performance Limits --------------------------------------------------------------------------------------- 5 Calculating the Tooth Root Load Capacity ------------------------------------------------------------------------- 6 OPERATIONAL FATIGUE STRENGTH AND SERVICE LIFE ------------------------------------------------------------ 7 THE WOHLER CURVE ------------------------------------------------------------------------------------------------------- 8 SPECIFICATION AND DESIGN OF SHAFTS ----------------------------------------------------------------------------- 10 DEFLECTION IN SHAFT ------------------------------------------------------------------------------------------------- 11 GENERAL DESIGN GUIDELINES OF SHAFT ------------------------------------------------------------------------- 12 TRANSMISSION DRIVE SHAFT STRENGTH DESIGN -------------------------------------------------------------- 13 LOADING --------------------------------------------------------------------------------------------------------------- 13 GEARSHIFTING MECHANISMS ------------------------------------------------------------------------------------------- 14 SHIFTING ELEMENTS FOR TRANSMISSIONS WITH POWER INTERRUPTION ------------------------------ 16 THE GEAR CHANGING PROCESS ------------------------------------------------------------------------------------- 16 THE SYNCHRONIZING PROCESS -------------------------------------------------------------------------------------- 17 DESIGN OF SYNCHRONIZERS ----------------------------------------------------------------------------------------- 18 Function: ------------------------------------------------------------------------------------------------------------- 18 Service life: ---------------------------------------------------------------------------------------------------------- 18 ELECTRONIC TRANSMISSION CONTROL------------------------------------------------------------------------------- 19 Electronic Transmission Control Unit (TCU) ---------------------------------------------------------------------- 19
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TRANSMISSION DESIGN
The transmission design is derived from the functional principles applied, to fulfill the main functions of the transmission. A vehicle transmission has four main functions: Moving-off from rest, Changing ratio/rotational speed, Shifting/establishing power flow and Operating/controlling the gearbox. The Moving-off from rest function can be carried out mechanically, electromechanically or hydraulically. The Changing ratio/rotational speed function can be carried out using spur gears, planetary gears, hydrodynamic or hydrostatic transmissions or mechanical continuously variable transmissions. The Shifting/ establishing power flow function can be divided into the two functional principles positive engagement or frictional engagement. The Operating/controlling function can be carried out by manual shifting, a utomation or an automatic system with associated control unit. Their selection depends on the power to be transmitted, considering traction utilization and ease of operation. Especially in the case of new developments, the design engineer has to decide on the design or combination of designs of the transmission.
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BASIC GEARBOX CONCEPT Geared transmissions are categorized by their technical design or the number of ratio stages making up the individual gears: Single-stage transmissions, Two-stage transmissions and Multi-stage transmissions. The term stage refers here to a gear pair or the power flow from one gearwheel to another. A stage generally involves power flow from one shaft to another. Figure Show designs of four-speed countershaft transmissions. The term countershaft transmission is defined in Section 6.4. Single-stage transmissions are primarily used in front-wheel drive vehicles, since they require no coaxial transmission of the power flow, unlike standard drive vehicles. In the standard powertrain configuration (engine and transmission in the front, drive at the rear), the two-stage countershaft transmission with coaxial input and output shaft is virtually universal.
Multi-stage (more than two-stage) transmissions are just as suitable as single-stage transmissions for front-engine front-wheel drive vehicles. The number of gear stages they have depends upon the number of gears. The multi-stage design enables short gearboxes to be constructed. Multi-stage coaxial transmissions are used principally in commercial vehicles with front- or rear-mounted range units To decide on the type of transmission for a particular application, first the basic ratio change options need to be defined. The shifting elements involved also by definition constitute part of the transmission.
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A complete evaluation of all proposed solutions for the main and ancillary functions of the transmission should be carried out after the concept phase. The proper design phase can begin when this evaluation has been completed. Table 6.8 suggests that the gear pair commends itself as by far the most cost-effective element for torque conversion. The disadvantage that this eliminates all but geared transmissions becomes a secondary consideration. Friction clutches are still the best available compromise for moving-off and for speed synchronization. The hydrodynamic torque converter also has many advantages
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Gearwheel Performance Limits The starting point for gearwheel design calculations is their performance limits, i.e. causes of failure, as well as noise considerations and bearing forces. The performance limits of a gear pair are basically determined by four different types of damage: tooth failure, Macro pitting and micro pitting, gear scuffing (hot scuffing) and wear (cold scuffing)
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\\Fig.
Proportion of time the various gears of a 5-speed passenger car and an 8-speed commercial vehicle transmission are engaged when travelling on a mountainous rural road
The service life of a vehicle transmission depends on the service life of the individual components and their collaboration. With transmissions with various gear ratios, where the respective gears are engaged in the power flow for varying periods of time (upper Figure), individual useful/service life calculations must be made proportionally. The load and hence
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the stress on and service life of all transmission components depends essentially on the driver, the vehicle and the road.
Various ways of determining component service life. In contrast to the Wohler curve, which is determined by the single-stage test, the service life curve is based on a load profile ( graph shown in next page)
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The Wohler curve describes the acceptable number of vibration cycles Ni up to the point of test part failure for different stress amplitudes. The typical curve shape is shown in Figure The resulting numbers of oscillation cycles to failure are random variables, i.e. they are spread around an average value. The most common are Wohler curves for 10% failure probability. However, 1% and 50% curves are also common. The Wohler curve for 10% failure probability allows us to estimate the B10 service life of a component. This is the service life at which on average 10% of the components have already failed.
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Shaft configurations in vehicle transmissions. A Two-stage coaxial countershaft transmission; b single-stage countershaft transmission for front-transverse Mounting
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DEFLECTION IN SHAFT
Vehicle transmissions have long shafts with long distances between bearings, and are usually subjected to asymmetrical loads. This results in large deflections f and large bending angles The resultant inclination of the teeth causes a one-sided contact pattern, i.e. the active width of the driving face is reduced, increasing stress on the teeth (Figure in next page) To avoid this, the shaft deflection must be checked very accurately additionally to the strength calculations, preferably taking into account the deformation of the housing and bearings.
Defelection f and bending angle in shafts with large distances between bearingsand asymmetrical loading
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transverse drill holes should be smoothed by relief notches at the mouth of the drill hole, by increasing the shaft diameter and using larger transition radii and by postmolding the edges of the drill holes with a smooth thrust piece (Figure d), Gradual power diversion using relief notches (Figure e), Balance shafts precisely in order to minimize centrifugal forces and associated bending vibrations and Reduce the moment of inertia of components mounted on the shaft in order to Reduce deflections and increase critical speeds.
Fig. Loading of the transmission input shaft of the theoretical model (single-stage countershaft transmission)
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GEARSHIFTING MECHANISMS
Vehicle transmissions require devices to match the ratio, and thus the power available, to the prevailing driving conditions. Power matching is one of the four main functions of a vehicle transmission. In manual gearboxes, changing gear is controlled and carried out by the driver. Depending on the amount of automation, in all other gearboxes electronics and actuator systems take over this function partially or completely. Certain transmission functions, such as Neutral, Reverse, and Park are however still controlled by the driver using a shifting device. The gear shifting mechanism thus plays an important role in the interface between driver and vehicle. Its handling has a major influence on perceived comfort. The components used in a gear shifting mechanism depend largely on whether shifting gear involves interrupting the power flow. Other factors are the type of vehicle (passenger car or truck), the type of drive (front-wheel or rear-wheel drive) and the operating conditions. In the following discussion, a distinction is made between internal shifting elements: shifting elements inside the transmission, such as selector bars, swing forks, synchronizers, multi-plate clutches and External shifting elements: shifting elements outside the transmission, such as gearshift levers, gearshift gate, linkage, four-bar linkages and cable controls.
Fig.
Internal shifting elements in automotive transmissions. a) Sliding gear; b) dog clutch engagement; c) pin engagement; d) synchronizer without locking mechanism; e) synchronizer with locking mechanism; f) servo lock synchronizer mechanism (Porsche system); g) hydraulically activated multi-plate clutch for power shift transmission; h) hydraulically activated multi-plate brake for planetary gear
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THE GEAR CHANGING PROCESS This section describes the gear changing process using as an example a notional vehicle with a 2-speed coaxial countershaft transmission.
Fig. Single-cone Synchronizer (ZF-B),see also Figure 9.12. 1. Idler gear with needle roller bearings; 2. synchronizer hub with selector teeth and friction cone; 3. synchronizer ring with counter-cone and locking toothing 4. synchronizer body with internal toothing for positive locking with the transmission shaft and external dog gearing for the gearshift sleeve; 5. gearshift sleeve with internaldog gearing and ring groove;
6.
transmission shaft
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Fig. 9.12. Borg-Warner system single-cone synchronizer (ZF). 1 Idler gear running on needle roller bearings; 2 synchronizer hub with selector teeth and friction cone; 3 main functional element, synchronizer ring with counter-cone and locking toothing; 4 synchronizer body with internal toothing for positive locking with the transmission shaft and external toothing for the gearshift sleeve; 5 compression spring; 6 ball pin; 7 thrust piece; 8 gearshift sleeve with internal dog gearing
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DESIGN OF SYNCHRONIZERS
Synchronizers are subject to high levels of stress. This applies particularly to commercial vehicle synchronizers. Figure 9.15 shows the factors affecting its functioning and service life. A single operator error may permanently damage or destroy the synchronizer. The principal criteria according to which synchronizers are designed are the following:
Function:
synchronizable masses, shifting comfort, Cold shifting behaviour, shifting in new condition (green shift ability), locking safety and Abuse.
Service life:
Mechanical stress on the selector teeth, Mechanical stress on the synchronizer ring, Thermal stress on the friction surfaces and Nominal service life (see Table 9.3).
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To evaluate signals, compute control algorithms and control the actuators exclusively microcomputer systems are used. Together with the stored program (software), these microcomputer systems control all functions of a transmission system. the structure and operating conditions of a transmission control unit will be explained in the following.
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System diagram for an automated manual transmission (AMT) using the example of a 16speed commercial vehicle transmission