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OBJECTIVES:
After studying Chapter 100, the reader should
be able to:
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OBJECTIVES:
After studying Chapter 100, the reader should
be able to:
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KEY TERMS:
compound planetary gear set coupling phase
flexplate
impeller input member
lapelleties gear set lube oil
output member
pump
ravigneaux gear set reaction member
Continued
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KEY TERMS:
simpson gear set stall speed stator
torque converter clutch (TCC) torque multiplication
phase turbine
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TORQUE CONVERTERS
Theimpeller,alsoknownasthepump,isthedrivingmemberandrotateswiththeengine.Theimpeller
vanespickupfluidintheconverterhousinganddirectittowardtheturbine.
Fluidflowdrivestheturbine,andwhentheflowbetweentheimpellerandturbineisadequate,the
turbinerotatesandturnsthetransmissioninputshaft.Atorqueconvertercontainsthestator,orreactor,
areactionmembermountedonaonewayclutch.
Thevanesusedineachofthethreeelementsofatorqueconverterarecurvedtoincreasethediversion
angleofthefluid.Thisalsoincreasestheforceexertedbythefluidandimprovesthehydraulic
advantage.SeeFigure1001.
Continued
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Figure 1001 A cross-sectional view of a Chrysler Power Flight 2-speed automatic transmission
used in the 1950s. Most of the heat generated in an automatic transmission is created in the
torque converter. This air-cooled unit has a vent to allow hot air to escape.
Continued
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Theoutletsideoftheimpellervanesacceleratesthefluidasitleavestheimpellerto
increasetorquetransfertotheturbine.
SeeFigure1002.
Theinletsideoftheturbinevanesabsorbshockandlimitpowerlossthatoccurswhen
flowbetweentheimpellerandturbinesuddenlychanges.Thecurveofthestatorvanesis
oppositetothecurveoftheimpellerandturbinevanes.
SeeFigure1003.
Sincethestatorislocatedbetweentheimpellerandturbine,itaddstotheoriginal
impellerflowandmultipliestheforcedeliveredtotheturbine.SeeFigure1004.
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Figure 1002 Fluid flow within a torque converter. The stator redirects the fluid that is thrown
out by the turbine, thereby improving efficiency.
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Torqueconvertersaresinglepiece,
weldedassembliesthatcannotbe
disassembledorrepairedeasily.
Althoughtheycanberebuiltusing
specializedequipment,mostshops
simplyreplaceweldedconvertersas
aunitiftheyfail.
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TorqueConverterAttachmentsThetorqueconverternormallyattachestotheengine
throughaflexplatethatmountsonthecrankshaftflangeoftheengine.
Theflexplatereplacestheheavyflywheelusedwithamanualtransmission.Animportant
functionofaflywheelistosmoothoutenginepulsationsanddampenvibrations.
Anautomatictransmissiondoesnotrequireaconventionalflywheelbecausethefluidin
thetorqueconverterprovides
enoughmasstodampenenginevibrations.
SeeFigure1005.
Continued
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Figure 1005
The torque converter bolts to the
flexplate, which is attached to the
crankshaft and rotates at engine
speed. The hub of the converter
drives the oil pump directly on
most rear wheel-drive
transmissions.
Anexternalringgear
generallyattachestothe
outerrimoftheflexplate.
Thisringgearengagesthe
startermotorpiniongear
toturntheengineduring
starting.
Continued
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NOTE: Onsomeolderapplications,suchastheFordC4andChrysler
Torqueflite,theringgearmaybeweldedtotheoutsideofthetorque
convertercover.
Toensurethepumpwilldeliverfluidtothetransmissionwhenevertheengineturns,an
integralhubislocatedontheconverterhousinganddirectlyengagesthepump.
Oilpumpdriveshaftsgenerallypassthroughtheconverterinside
ahollowinputortransfershaftandinternallyconnecttotheconverterhousingbysplines.
Mostrearwheeldrivetransmissionsuseaninlinemethodtodrivetheconverterand
provideadirectmechanicalconnectionbetweentheturbineandthetransmissioninput
shaft.
SeeFigure1006.
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Figure 1006 The inner oil pump gear is keyed to the hub of the torque converter, which drives
the pump. Notice that the hub does not engage the full depth of the gear. This is the major
reason why the torque converter must be fully installed. Failure to fully engage the oil pump
gear can cause serious damage to both the pump and the torque converter.
Continued
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Inatypicaldesign,splinesontheturbineconnectittothetransmission
inputshaftandthestatorhubmountsonaonewayoverrunningclutch.
Theonewayclutchmountsonsplinestoastationaryextension
oftheoilpumpcalledthestatorsupport,orreactionshaft.Theconverter
drivehubattherearofthetorqueconverterhousingpassesoverthe
statorsupportandthroughthefrontoilsealtodrivetheoilpump.
SeeFigure1007.
Continued
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Figure 1007
The transmission input shaft
connects directly to the turbine
through splines in most rearwheel-drive transmissions.
Continued
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Manytransaxles,andafewrearwheeldrivetransmissions,useanoffsetdrive
arrangementtoconservespace.
Anoffsetdrivedesigngenerallyusesadrivechaintoprovidethemechanical
connectionbetweentheturbineandtheinputshaft.
Theoilpumpmaybedrivendirectlybytheconverterhousingorbyaseparate
driveshaft.
SeeFigure1008.
Continued
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Figure 1008 On a transaxle, the turbine drives the input shaft through a drive chain assembly.
Continued
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TorqueConverterOperationFluidsenttothetorqueconverter
fromthetransmissionoilpumpispickedupbytherotatingvanesof
theimpellerandtransferredtotheturbinevanesthroughrotaryand
vortexflowpaths.
TorqueMultiplicationPhaseFluidleavingtheturbinevanes
strikestheconcave,orfrontside,ofthestatorvanesduringthe
torquemultiplicationphase.
Theforceofthefluidfromthestatoraddstotheforceofthefluid
flowingfromtheimpellertoincreasetheoveralltorquebeing
transferredfromtheimpellertotheturbine.
Torquemultiplicationoccurswheneverthevortexflowmakesa
fullcyclefromimpellertoturbine,thenthroughthestatorandback
totheimpeller.SeeFigure1009.
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Atorqueconvertermultiplies
torqueinrelationtospeedratio.
Atlowratios,theimpelleris
turningmuchfasterthanthe
turbine,sovortexflowishigh
andtorquemultiplicationoccurs.
Asthespeedratioapproaches
90%,torquemultiplication
becomesminimalandatorque
converterfunctionslikeafluid
coupling.
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Thestatorredirectsfluidflowbecauseitremainsstationaryduring
thetorquemultiplicationphase.Thestatorhubmountsonaone
wayclutch,freewheelinginaclockwisedirection,butlocking
whendriveninacounterclockwisedirection.
Whenfluidfromtheturbinestrikestheconcavefaceofthestator
vanes,ittriestodrivethestatorcounterclockwise.Bylockingthe
statoritcanredirectthefluidbacktotheimpeller.
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CouplingPhaseWhenthespeedratiois90%ormore,fluidflowinthetoqueconverteris
mostlyrotaryflowandtheangleofflowfromturbinetostatorincreases.
Fluideventuallystrikestheconvexside,orbackside,ofthestatorvanesratherthantheconcave.
Astheforceoffluidstrikingthebacksidebecomesgreatenoughtodrivethestatorclockwise,
theonewayclutchoverruns.
Withtheclutchoverrunningtheturbine,impeller,andstator,allrotateinthesamedirectionand
atapproximatelythesamespeed.Thisiscalledthecouplingphase.
Thestatorunlocksandfreewheelsoncetheangleoffluidflowchangesenoughtostrikethe
oppositesideofthestatorvanesandrotatethestatorclockwise.
Continued
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Torquemultiplicationdropsasthetorqueconverterapproaches
thecouplingphasebecausethestatornolongerredirectsfluidto
increasetheflowfromimpellertoturbine.
Whenthetorqueconverterreachescouplingspeed,theturbineis
travelingatnearlythesamespeedastheimpeller,rotaryflowis
muchgreaterthanvortexflow,andthetorqueconvertersimply
transmitstorquelikeafluidcoupling.
Continued
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StallSpeedDuringconverterstall,theimpellerrotatesbuttheturbinedoesnot.This
occursjustbeforethedrivewheelsofavehiclebegintomove.
Thegreatestamountofstalloccurswhentheenginedrivestheimpelleratthemaximum
speedpossiblewithoutmovingtheturbine.Theenginespeedatwhichthisoccursiscalled
thetorqueconverterstallspeed.Whentheimpellerrotatesbuttheturbinedoesnot,the
speedratioiszero.
Thisisthelowestpossiblespeedratioandthegreatestpossibletorquemultiplication.
Mostmoderntorqueconvertersmultiplytorqueintherangeof2:1to2.5:1atthestall
speed.
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TorqueConverterDiameterTheoutsidediameterofatorqueconverterandtheangleof
itsstatorbladesdeterminesthestallspeedoftheconverter.
Whenbothasmallandlargediameterconvertersharethesamestatorbladeangleandturnat
thesamespeed,thesmallerconvertercreateslesscentrifugalforcetomovethefluidinside.
Asaresult,thesmalldiameterconverterhasahigherstallspeed,multipliestorqueathigher
enginespeeds,andwillnotcoupleuntiltheenginereacheshighspeeds.
Incomparison,thelargediameterconverterhasalowerstallspeed,multipliestorqueat
lowerenginespeeds,andalsocouplesatalowerenginespeed.
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Vehiclemanufacturersselecttorqueconverterstomatchthepowertrainrequirementsand
operatingdemandsofeachapplication.
AvehiclewithalargeenginethatproducesalotoftorqueatlowRPMwilloftenuseatorque
converterthatcouplesatlowspeedsforgreaterfueleconomy.
VehicleswithsmallerenginesthatproducelesstorqueatlowRPMwilluseatorqueconverter
thatallowstheenginetooperatehigherinitstorquecurve,wheremorepowerisavailable.
Highperformancevehicleswithautomatictransmissionsusesmalldiameterconvertersforthe
samereason.
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LockupTorqueConverterEventhemostefficienttorqueconvertersslip3%to6%duringoperation.
Thisisbecausethefluidthattransmitstorqueexhibitsatypeofslippageknownasfluidshear.Fluid
shearcreatesfrictionheat,butperformsnoworkwhenthedifferentlayersoffluidslidepasteachother.
Eliminatingtorqueconverterslippagecanimprovefueleconomyapproximately4%to5%during
freewaycruising.Withincreasedemphasisonfueleconomyforlatemodelvehicles,thisbecame
animportantgoalforautomotiveengineers.
Lockuptorqueconvertersreduceslippagebyusingatorqueconverterclutch(TCC)tolockthe
impellertotheturbine.Similartoaclutchforamanualtransmission,aTCCusesafrictiondisc
operatedbyahydraulicpistontomechanically
coupletheturbinetotheimpeller.SeeFigure10011
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Figure 10011 An expanded view of a typical General Motors torque converter clutch (TCC).
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ConverterClutchControlThefirsthydrauliclockupconverterswerecontrolledentirely
byhydraulicpressureandspoolvalvesinthetransmissionvalvebody.
Somelaterdesignsaddedsimpleelectricswitchesandsolenoidstocontrolpressuretothe
converterclutch.LatemodelhydraulicTCCsuseanelectroniccontrolsystemtoregulatethe
timingandapplicationoftheclutch.
Earlyhydraulicconverterclutcheswillengageonlyinhighgearbecauselockupinthelower
gearsreducesthetorquemultiplicationneededforacceleration.Lockupmayalsobelimited
tospecificvehiclespeedsoroperatingconditions.Formostvehicles,lockupcanoccurat
speedsover25to30mph(40to48km/h)afterthetransmissionupshiftsintohighgear.
Continued
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Oncelockupoccurs,theclutchmaydisengageautomaticallyduringcertainoperatingconditions
suchaspartorfullthrottledownshift.Atthesetimes,theincreasedaccelerationrequirements
generallyoverridetheneedforbetterfueleconomy.
Themoresophisticatedelectroniccontrolsystemscanlockandunlockaconverterclutch
hundredsoftimesperminutetomeetthevehicledemandsofthemoment.
Somerecentsystemsalsoallowpartiallockupofthetorqueconverter.Traditionallockuptorque
convertersoperateeitherlockedorunlocked.Partiallockupconvertersallowaregulatedamount
ofslippageattheclutch.
SeeFigure10012.
Continued
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Figure 10012 The type of torque converter clutch control determines the type of friction
material that is used on a torque converter clutch. A paper friction material is usually used on
clutches that are turned on or off, whereas Kevlar or carbon fiber friction materials are used
where the clutch is pulse-width modulated.
PAPER
KEVLAR
CARBON FIBER
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Thesummaryoftorqueconverteroperationisasfollows:
Enginespeedislowwiththevehicleingearandstopped.At
lowenginespeeds,automatictransmissionfluiddoesnotexert
enoughforceontopermitthevehicletomoveatacreep.
Enginespeedincreasesandvehiclespeedstartstoincrease
Asmoreenginetorqueisappliedtothetorqueconverter,the
torqueistransmittedthroughthemovementofthefluidtothe
turbine.Thestatorislocked(preventedfrommoving)and
redirectsthefluidflowbackagainsttheturbine.Theredirection
ofthefluidbacktotheturbinecreatesatorqueontheturbine
thatisgreaterthantheenginetorque.
Thisiscalledtorquemultiplication.Mosttorqueconvertersare
capableofdoublingtheappliedenginetorqueduetoredirection
ofthefluidbythestator.
Continued
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NOTE: Thatthetorqueconvertercandoubletorquetothetransmissionis
themajoradvantageofusinganautomatictransmission.Aclutchusedina
manualtransmission/transaxlecanonlytransmitenginetorque.
EnginespeedissteadyandvehiclespeedissteadyWhenthespeedofboth
theimpellerandtheturbinereachaboutthesamespeed(85%to90%),theone
wayclutchinthestatorunlocksandthestatorisfreetorotate.Thisiscalledthe
couplingpoint.
VehicleisacceleratedrapidlyDuringperiodsofrapidacceleration,theengine
speedandthereforetheimpellerspeedareagreatdealfasterthantheturbine
speed.Thegreatestamountoftorquemultiplicationoccurswhentheturbineis
stoppedandtheimpelleristurningasfastastheenginewillturnit.Thisspeedis
calledthestallspeed.
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Vehiclespeedisabove35mph(55km/h)andsteady
Toimprovefueleconomy,theimpellerandtheturbinearemechanicallyconnectedbyatorque
converterclutch(TCC),alsoknownasalockuptorqueconverter.
Exceptforrarecases,thetorqueconverterclutchisappliedbythevehiclecomputer.The
computersensesvehiclespeed(VS),engineload(MAP),andthrottleposition(TP)andapplies
thetorqueconverterclutch.
Thislockupcanoccurinsecond,third,orfourth(overdrive)geariftheconditionsareright.
Whenthetorqueconverterclutchengages,theengineRPMusuallydropsby150to250RPM.
SeeFigure10013.
Continued
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Reductioninenginespeed
andtheeliminationofthe
normalslippageinthetorque
converterimprovesfuel
economy.
Thetorqueconverterclutch
isreleasedduringrapid
accelerationformaximum
torquemultiplicationthrough
thetorqueconverterforbest
acceleration.
Continued
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NOTE: Theapplicationofthetorqueconverterclutchfeelslikeanormal
shifttomostdrivers.Therefore,athreespeedautomatictransaxlewillfeel
tomanydriversasshiftingthreetimes(12,23,andTCCengagement).
CAUTION: Usinganonstocktorqueconverterislikelytoincrease
exhaustemissionsanddecreasefueleconomy.
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AutomaticTransmissionFluidCoolerThetorqueconvertergeneratesalotofheatduetotheslippageand
torquemultiplicationthatoccursinside.Thegreatestamountisunderaheavyloadwiththetorqueconverter
clutchisdisengaged.
Thetransmissionfluid(ATF)canreachhightemperatures(over250F[120C])veryquickly.Thisisthe
reasonanautomatictransmissionfluidcoolerisused.Mostvehiclesuseasmallsectionoftheengine
radiatortocooltheATF.
TheATFispumpedfromthetorqueconverter(greatestsourceofheat)tothecooler.TheATFflowsthrough
thecoolerandreturnstothetransmission/transaxletopassagesthatlubricatethebearingsandbushingsofthe
unit.Thisreturnedfluidiscalledlubeoil.
SeeFigures10014and10015.
Continued
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Figure 10014 Automatic transmission fluid is routed from the torque converter, where most of
the heat in an automatic transmission is generated, to the radiator, where it is cooled. The
cooled fluid then returns to the transmission/transaxle to lubricate the bearings and bushings.
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Figure 10015 A cutaway section of a typical radiator showing the automatic transmission fluid
cooler. The heat from the automatic transmission fluid is released to the engine coolant. The
engine coolant also warms the automatic transmission fluid after a cold start.
CAUTION: BecausethelubeoilusestheATFflowingfromthecooler,
ifthereisablockageinthecooler,thetransmission/transaxlemaynothave
enoughfluidtoproperlycoolorlubricatethebearingsandbushingsinside
theunit,leadingtowearandeventuallyprematurefailure.
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Asimpleplanetarygearsetconsistsofthreeprimarycomponents:
Sungear
Planetcarrierassembly
Ringgear
Asdiscussedinthelastchapter,thesungeargetsitsnamefrom
itspositionatthecenterofthegearset.Theplanetcarrier
assemblyholdsthepiniongears,alsoknownasplanet
gears,whichrevolvearoundthesungear.
Theoutermostmemberofthegearsetistheringgear,which
istheinternaltypewiththeteethinside.Thepiniongearsare
insimultaneousmeshwithboththesunandringgear.
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Thepiniongearsarefreetorotateonpinsthatarepartofthecarrier,andtheentire
assemblyrotatestodirecttorqueflow.
ThesimpleplanetarygearsetasseeninFigure10016hasonlytwoplanetpinions,but
mosttransmissiongearsetsusethreeorfour.
Thepinionsarefullymeshedwithboththesungearandinternalringgearatalltimes.
Theplanetarygearsneverdisengagetochangegearratios;torqueissimplyredirected.
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Allgearsinaplanetarygearset
areinconstantmesh.
Thetorqueflowthrougha
planetarygearset,bothinput
andoutput,occursalonga
singleaxis.
Theinternalringgearis
sometimescalledanannulus
gearoraringgear
Theplanetpiniongearsare
oftencalledplanetgearsor
piniongears.
Theplanetcarrierassemblyis
referredtoasthecarrier.
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PlanetaryGearSetTorqueFlowInanyplanetarygearset,eachgearalwaysmesheswithseveralother
gears.
Drivingonegearwilldrivealloftheothergearsaswell.Thisallowsthegearsettoprovidedifferentgear
ratios;dependinguponhowtorqueisdistributedthroughtheassembly.Totransmittorquethrougha
planetarygearset,adrivememberrotateswhileasecondmemberisheld,whichcausesathirdmembertobe
driven.
Eachmemberofaplanetarygearsetcanplayanyoneofthesethreerolestotransmittorque.Thevarious
combinationsofdrive,held,anddrivenmembersresultinthenumberofgearratiosavailable.Certain
combinationsofdrive,hold,anddrivencanchangethedirectionofrotationaswell.
SeeFigure10017.
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Torqueflowsthroughaplanetarygearsetinseveralstepstogetfromthedrive
actionofthefirstmembertothedrivenactionofthelastmember.
Thetermsdriveanddrivensimplydescribehowanytwogearsworktogether.
Whenthreeormoregearsareinvolved,thesecondgearisadrivengearinrelation
tothefirst,butadrivegearinrelationtothethird.
Forthisreason,thedrivememberofaplanetarygearsetisknownastheinput
member,theheldmemberisthereactionmember,andthedrivenmemberisthe
outputmember.
SeeFigure10018forthepossiblegearratiosandhowtheyare
achieved.
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Figure 10018 Different modes of transferring torque through a planetary gear set.
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SimplePlanetaryGearSetSystemsAsimpleplanetarygearsetsystemconsistsofonesungear,
carrier,andringgear.Asingleplanetarygearsetcanprovideallofthenecessarygearratiosfora
basicautomatictransmission.
Usingasimpleplanetarygearsetalongwithabrakebandandmultiplediscclutchasapply
devices,youcandesignatwospeedautomatictransmission.Thetransmissionprovidesneutraland
reversegearing,andperformslowtodrivegearchanges
withoutanyinputfromthedriver.
Thesimpleplanetarygearsetremainsthefoundationuponwhichthecompoundplanetarygearsets
usedinmoderntransmissionsarebuilt.Asimpleplanetarygearsetisoftenusedtogetherwitha
compoundplanetarygearsettoprovideadditionaloverdrivegearing.
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Thiscombinationiscapable
ofprovidingthreeforward
gears,aswellasneutraland
reverse.
Operation,construction,and
methodsofobtaining
variousgearratioswitha
simpleplanetarygearset
alsoapplytotheSimpson
gearset.
Themaindifferenceisthe
numberofgearratios.
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Figure 10020 A Ravigneaux gear set is composed of two sun gears, one carrier that supports
two sets of pinion gears, and a single ring gear.
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Figure 10021 The belt-and-pulley CVT uses variable-width pulleys and a special steel belt to
provide an infinite number of speed ratios.
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PurposeandFunctionThepurposeandfunctionofacontinuouslyvariable
transmissionistoallowtheengineto
operateinaspeedrangewhereitismostefficient.
Insteadofcausingtheenginespeedtovaryasthetransmissionshiftsgears,the
enginespeedismoreconstantasthepulleyschangetoincreasethespeedofthe
vehicle.
TheresultofusingaCVTisimprovedfueleconomyand
reducedexhaustemissions.
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PartsandOperationMostCVTunitsuseaconventionaltorque
converterwithatorqueconverterclutchexcepttheHondaCivic
CVT.IntheHondaCivicCVT,astartclutchisusedtoapply
enginetorquetothedrivepulley.
Thestartclutchslipsandprovidesasmallamountofcreepuntil
thedriverreleasesthebrakepedal.Atthispoint,thestartclutchis
fullyappliedandtransmitstorquetothedrivepulley.
SeeFigure10022.
NOTE: Somevehiclesequippedwithacontinuouslyvariable
transmission(CVT)haveshifterpaddlesonthesteeringwheeloramanual
shiftmodeonthegearselector.Whenusingthesepaddlestoupshiftor
downshift,thetransmissioncontrolmoduleselectspreprogrammedratios,
whichgivethedriverasensethatitisactivelyshiftinggears.
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CAUTION: WithanyCVTunit,useofthespecifiedfluidiscriticalto
itsproperoperation.Evenalittledirtcancauseweartopulleyssobesure
tocleanaroundthedipstickbeforeremovingittochecktheleveloffluid.
Thetwopulleysaremovedatthe
sametime.Onepulleyismade
smallerinwhileatthesametime
theotherpulleyisenlarged.
Thischangeinpulleywidthallows
thedrivechaintomove,thereby
changingtheratebetweentheinput
andoutputpulleys.
Thechainispushedratherthan
pulledthroughthepulleysandis
madeofhundredsofelements.
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ServicingContinuouslyVariableTransmissionsRoutineserviceofacontinuously
variabletransmission/transaxleusuallyinvolveschangingthefluidatregularintervals.
Alwaysusetheexactfluidspecifiedbythevehiclemanufacturer.ThepriceofCVTfluid
isseveraltimeshigherthanconventionalautomatictransmissionfluidbutthespecial
additivesneededby
aCVTmakeitcriticalthatthespecifiedfluidbeused.
ExceptforthereplacementofthestartclutchonaHondaCivicCVT,mostcontinuously
variabletransmissionsarereplacedasanassemblyandnotoverhauledorrepaired.
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SUMMARY
1. Thetorqueconverterattachestotheengineandtransmits
enginetorquetotheautomatictransmission/transaxle
assembly.
2. Thetorqueconverterconsistsofthreemajorcomponents:the
impeller(drivingmember),turbine(drivenmember),andthe
stator,whichhelpsthetorqueconverterdoubletheavailable
enginetorqueatstallspeed.
3. Sincetheearly1980s,atorqueconverterclutchhasusually
beenusedonmostautomatictransmissions/transaxlesto
increasefueleconomybylockingtheinputandoutput
membersofthetorqueconvertertogether.
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SUMMARY
(cont.)
4. Atypicalplanetarygearsetincludesasungearinthecenter
surroundedbyplanetpinionsattachedtoaplanetcarrier
assemblyandaringgearontheoutsidewhereinternalteeth
meshwiththeteethoftheplanetpinions.
5. Mostautomatictransmissions/transaxlesuseacompound
planetarygearsettoachievethevariousforwardgearsaswell
asreverse.
6. Automatictransmissions/transaxlesusecompoundplanetary
gearsetscalledSimpsonorRavigneaux.
7. Certainmembersofagearsetmustbeheldtoachievea
particulargearratioanddirection.
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end
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