Professional Documents
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Manual Transmission
Part of course:
N Series Loader Backhoe Service Training
November 2010
N Series Loader Backhoe Manual Transmission
Table of Contents
Standard Transmission ................................................................................................................................. 4
Transmission Overview ............................................................................................................................. 4
Transmission Operation ............................................................................................................................ 4
Torque Converter .......................................................................................................................................... 6
Torque Converter Operation ..................................................................................................................... 6
Transmission Charge Pump ..................................................................................................................... 8
Transmission Power Flow ............................................................................................................................. 9
Transmission Input Shaft .......................................................................................................................... 9
Neutral ..................................................................................................................................................... 10
First Forward ........................................................................................................................................... 10
Transmission Power Flow - 4WD ........................................................................................................... 11
First Reverse ........................................................................................................................................... 12
Transmission Power Flow - 2WD............................................................................................................ 13
Transmission Hydraulic Schematic ......................................................................................................... 14
Manual Transmission Operation ............................................................................................................. 14
4wd Control ............................................................................................................................................. 14
Park Brake Control .................................................................................................................................. 14
4WD Transmission Hydraulic Schematic ................................................................................................ 15
Flow Divider ............................................................................................................................................ 16
Clutch Modulation ................................................................................................................................... 16
4WD Transmission Hydraulic Schematic ................................................................................................ 17
Differential Lock ...................................................................................................................................... 18
2WD Transmission Hydraulic Schematic ................................................................................................ 19
Transmission Control Valve ........................................................................................................................ 20
Flow Divider Circuit ................................................................................................................................. 20
Modulator Circuit ..................................................................................................................................... 20
Forward / Reverse Shuttle Spool ............................................................................................................ 20
Control Valve in “Neutral” - Engine Running........................................................................................... 22
Control Valve To Forward – “Start Of Modulation” ................................................................................ 24
Control Valve Shifted to Forward - “Modulation Continued” ................................................................... 26
Clutch Lock-up ........................................................................................................................................ 26
Control Valve Shifted To Neutral - “Modulation Reset”........................................................................... 28
Hydraulic Differential Lock ...................................................................................................................... 30
Four-wheel Drive Selector Valve ................................................................................................................ 31
Four-Wheel Disengaged ......................................................................................................................... 31
Four-Wheel Engaged .............................................................................................................................. 31
Parking Brake.............................................................................................................................................. 32
Parking Brake Operation ......................................................................................................................... 32
Towing A Disabled Machine ....................................................................................................................... 34
Moving A Disabled Machine ................................................................................................................... 35
Manual Transmission Pressure Tests ........................................................................................................ 37
Transmission Control Valve Test Ports .................................................................................................. 37
4WD Transmission Pressure Test Port Location .................................................................................... 38
Transmission Control Valve Test One .................................................................................................... 39
Transmission Control Valve - Test Two .................................................................................................. 40
Transmission Control Valve Test One .................................................................................................... 41
Transmission Control Valve - Test Two .................................................................................................. 42
Transmission Pressure Testing Short Form ........................................................................................... 43
Transmission Pressure Testing Short Form ........................................................................................... 43
STANDARD TRANSMISSION
Transmission Overview
The N Series family is powered by the Case 445 NEF Engine. The torque
converter is connected to the engine flywheel and transmits the power from the engine
to the transmission input shaft and the transmission charge pump. The transmission
and axles are made by Carraro.
Transmission Operation
The transmission charge pump takes suction on the transmission sump and
supplies oil to the filter. From the filter the oil flows to the 4 Wheel Drive (4WD) valve, if
equipped, then to the transmission/Diff Lock control valve. The transmission control
valve contains the forward and reverse shuttle spool controlled by the forward and
reverse solenoids as well as the Diff Lock solenoid to activate the rear axle differential
lock (Diff lock). The forward and reverse solenoids on the transmission control valve
direct the oil to the appropriate clutch pack mounted on the input shaft. The
transmission control valve modulates and maintains clutch pressure as well as
supplying oil to the torque converter. From the torque converter, the oil is sent to the
cooler, then to the lube system and finally returning to the transmission sump.
If the tractor is equipped with 4WD, the power is transmitted to the 4WD gear.
The 4WD valve is electric/hydraulically controlled. If there is not any hydraulic pressure
at the 4WD coupler, the gear is locked to the shaft and power is sent through the front
drive shaft to the front axle. The front differential transmits power through the axles and
out to the planetary. The planetary sends the power through the wheels to the ground.
To disengage the 4WD system, the operator switches the 4WD switch to the OFF
position. The 4WD switch energizes the 4WD solenoid to disengage the system.
TORQUE CONVERTER
Torque Converter Operation
The torque converter provides a connection between the engine and
transmission by means of hydraulic fluid. This enables the drive to the wheels to be
engaged smoothly and eliminates the need for a mechanically operated clutch. A
converter’s ability to increase torque is rated as a ratio of input to output torque. A stall
of 2.86 to 1 would mean output torque is capable of reaching 2.86 times input torque
when the output speed from the converter is zero rpm. Care should be taken not to
swap converters of different ratios, as this can drastically affect vehicle performance.
Converters are matched to specific machine applications.
The impeller is the pump portion of the converter and can be compared to a
centrifugal pump that picks up fluid at its center and discharges fluid at its outer
diameter. The oil from the impeller is directed toward the turbine, which is splined to the
transmission input shaft. High velocity oil from the impeller strikes the fins of the turbine,
driving the input shaft of the transmission. Oil leaving the turbine follows the turbine fins
to the center of the turbine and enters the stator, mounted between the impeller and
turbine. The stator directs oil back into the impeller at increased velocity, producing an
increase in torque. This process continues whenever there is a requirement for high
torque - for example, on initial movement of the machine or when pushing hard with the
loader.
When the machine is moving freely, the torque demand is less and the speeds of
the impeller and turbine become nearly the same. When this occurs the stator would
tend to act as a brake, reducing machine speed and causing the oil to heat. To prevent
this from happening, the stator is mounted on a freewheel clutch. This allows the stator
to rotate with the impeller. As soon as there is an increase in demand for torque, the
turbine slows down relative to the impeller. The “freewheel” clutch then locks up to
prevent the stator from rotating backwards and it again fulfills its function in the
multiplication of torque. Oil flows through the torque converter, with a portion returning
to the oil cooler to provide temperature control.
TORQUE CONVERTER
Neutral
When the FNR lever and the gearshift are in neutral, power is sent to the input
shaft but the clutches are not engaged, so the forward and reverse gears are stationary.
The clutch drums are part of the input shaft so they are turning with the input shaft.
First Forward
When the FNR lever is shifted into forward, the forward gear is locked to the
input shaft and the first / second synchronizer is slid to the right, locking first gear to the
secondary shaft. Power enters the transmission through the input shaft and goes out
the forward gear to the fourth drive gear. Fourth drive gear is splined to the primary
shaft, so the primary shaft is turning. This causes the first drive gear (a machined part
of the shaft) to turn the first driven gear. With first gear locked to the secondary shaft,
power is transmitted out of the transmission to the rear drive shaft. The machine moves
forward in first forward gear.
If the unit has 4WD, the 4WD drive gear will be splined onto the secondary shaft.
When the secondary shaft turns, the 4WD drive gear turns the 4WD driven gear. If
there is not any hydraulic pressure at the 4WD coupler, the springs will lock the gear to
the shaft and power will be sent to the front drive shaft.
If the unit does not have 4WD, there will be a spacer in place of the 4WD drive
gear and the 4WD coupler and shaft will not be in the transmission.
rd nd
1. Torque Converter 11. 3 Driven gear 21. 2 Drive Gear
2. Transmission Pump 12. Power to Rear Axle 22. 4WD Driven Gear
rd th st nd
3. Reverse Gear 13. 3 -4 Synchronizer 23. 1 -2 Synchronizer
4. Reverse Clutch 14. 4WD Drive Gear A. Input Shaft
5. Forward Clutch 15. 4WD Coupler B. Primary Shaft
6. Forward Gear 16. Power to front Axle C. Secondary Shaft
th
7. 4 Drive Gear 17. Reverse Idle Driven Gear D. Reverse Shaft
nd
8. 2 Driven Gear 18. Reverse Idle Drive Gear E. 4WD Output Shaft
st th
9. 1 Driven Gear 19. 4 Driven Gear
rd st
10. 3 Drive Gear 20. 1 Drive Gear
First Reverse
When the FNR lever is shifted into reverse the reverse, clutch is locked to the
input shaft and the first / second synchronizer is slid to the right, locking first gear to the
secondary shaft. Power enters the transmission through the input shaft and goes out
the reverse gear to the reverse idler drive gear. The reverse idler drive gear and the
reverse idler driven gear are splined to the reverse shaft. Power is transmitted through
the reverse shaft and out the reverse idler driven gear. The reverse idler driven gear is
meshed with the fourth drive gear on the primary shaft. Fourth drive gear is splined to
the primary shaft, so the primary shaft is turning. This causes the first drive gear (a
machined part of the shaft) to turn the first driven gear. With first gear locked to the
secondary shaft, power is transmitted out of the transmission to the rear drive shaft.
The tractor moves backwards in first reverse gear.
If the unit has 4WD, the 4WD drive gear will be splined onto the secondary shaft.
When the secondary shaft turns, the 4WD drive gear turns the 4WD driven gear. If
there is not any hydraulic pressure at the 4WD coupler, the springs will lock the gear to
the shaft and power will be sent to the front drive shaft.
rd nd
1. Torque Converter 10. 3 Drive Gear *21. 2 Drive Gear
rd st nd
2. Transmission Pump 11. 3 Driven gear *23. 1 -2 Synchronizer
3. Reverse Gear 12. Power to Rear Axle A. Input Shaft
rd th
4. Reverse Clutch 13. 3 -4 Synchronizer B. Primary Shaft
5. Forward Clutch *14. 4WD Drive Gear Spacer C. Secondary Shaft
6. Forward Gear *17. Reverse Idle Driven Gear *D. Reverse Shaft
th
7. 4 Drive Gear 18. Reverse Idle Drive Gear
nd
8. 2 Driven Gear
th
19. 4 Driven Gear Items 15, 16 and 22, and shaft E,
are not used in two wheel drive
st st
9. 1 Driven Gear 20. 1 Drive Gear transmissions.
4wd Control
4WD / park brake pressure flows to the 4WD control valve (32) through a check
valve (30). With no electrical signal to the 4WD valve (32) the 4WD clutch supply
passage is connected to tank. The 4WD clutch is spring applied and engages when
there is no supply pressure. Use extreme caution when working around a running
machine as the four wheel drive system can engage with no power to the solenoid. The
4WD electrical switch is normally closed; when the contacts open to release the clutch,
the switch indicator light illuminates.
Flow Divider
Oil flow, leaving the 4WD pressure regulator, enters the control valve assembly
at the flow divider (17). At this point, flow is divided between the control valve and the
torque converter / lubrication circuits. A 3.5mm orifice, in the flow divider spool, allows
oil to enter the open center area of the FWD / REV shuttle spool (12). When the oil
requirement of the transmission clutch circuit is met, the flow divider (17) allows oil to
enter the toque converter / lubrication circuits. Torque converter inlet pressure is
measured at port (13).
Clutch Modulation
When the FWD / REV shuttle spool (12) is shifted to forward, oil flow is now
directed to the forward clutch pack (19). To control the speed of clutch engagement, the
modulator circuit (14) is brought into play.Oil flow enters the modulator piston (19a) area
through a 1.0mm orifice. To slow the rate of Fwd / REV clutch pressure rise, there is
also 0.6mm leak off orifice in the modulator piston (19a). This orifice allows some of the
flow supplied to the piston to leak away. The pressure at the piston increases as the
1.0mm supply orifice is larger than the 0.6mm leak off orifice. Oil pressure to the
forward clutch pack gradually increases as the modulator piston slowly compresses a
multiple spring pack against the modulator spool (19b). The modulation continues until
the modulator piston (19a) bottoms out in its bore. At this point, the spring force on the
modulation spool (19b) controls the maximum clutch pressure. The modulator spool
(19b) continues regulation of the clutch pressure by returning oil to the transmission
Differential Lock
The differential lock solenoid (16) also receives it’s oil supply from the oil sent to
either the forward or reverse clutch. If you move the machine through an area that is
soft or muddy, make sure that the machine is moving in a straight direction and that one
of the rear wheels is not rotating faster than the other. Push down the differential lock
switch on the loader control lever to activate the diff lock solenoid (16). This will activate
the differential lock (15) in the rear axle. Keep this switch pushed down while you move
the machine through the soft or muddy area. After you have moved through the area,
release the differential lock switch. The differential lock will release automatically when
the load on the axle is removed.
IMPORTANT: You can cause damage to the rear axle if you try to engage the
differential lock when the machine is turning or if one rear wheel is rotating faster than
the other.
Modulator Circuit
The modulator circuit controls the speed that the clutches are engaged. It
regulates the maximum clutch pressure and controls the speed that the clutches are
dumped. The modulator circuit engages the clutches slowly so the acceleration or
change in direction is smooth. It also disengages the clutches quickly so both clutches
are not engaged at the same time.
(Note, flow divider spool supplies a measured flow to the clutch control circuit
with the remainder of the oil flow ported to the “C” port, to the torque converter
and the lubrication circuit)
Figure 12:
Transmission
Control Valve in Neutral - with engine running
Oil entering the “P” port passes through a 3.5mm orifice in the flow divider spool
(17) and enters the supply to clutch passage of the control valve. The remaining oil is
sent to the “C” port, regulated by the flow divider spool (17). Oil entering the “C” port is
directed to the torque converter and lubrication circuits.
With the forward/reverse spool (12) shifted to forward, oil that was returning to
the sump is blocked. Oil is directed to the forward clutch pack, and at the same time
pressure is beginning to increase and the modulator circuit is actuated.
The modulator piston is beginning to be pressurized by oil entering through the
1.0 mm orifice. To extend the modulation time, a portion of the oil entering the
modulator piston area is allowed to bleed off to tank through the 0.6 mm orifice in the
face of the piston. As oil pressure increases, the modulator piston (19a) is moved
toward the modulator spool (19b). The spring pack between the modulator spool and
piston is compressed, gradually increasing the clutch pressure controlled by the
modulator spool.
(Note: The flow divider spool supplies a measured flow to the clutch control
circuit with the remainder of the oil flow ported to the “C” port, to the torque
converter and the lubrication circuit)
Clutch Lock-up
Figure (3) Shows the control valve with the forward/reverse spool (12) in the
forward position, and oil entering the “P” port from the charge supply pump. Oil entering
the “P” port passes through a 3.5mm orifice in the flow divider spool (17) and enters the
supply to clutch passage of the control valve. With the forward/reverse spool (12)
shifted to forward, oil that was returning to the sump is blocked. The remaining oil is
sent to the “C” port, regulated by the flow divider spool (17). Oil entering the “C” port is
directed to the torque converter and lubrication circuits.
Oil is directed to the forward clutch pack (9), and at the same time pressure is
increasing in the modulator circuit. Maximum clutch oil pressure is being regulated by
the modulator spool. At the same time the modulator piston is being pressurized by oil
entering through the 1.0 mm orifice. To extend the modulation time, a portion of the oil
entering the modulator piston area is allowed to bleed off to tank through the 0.6 mm
orifice in the face of the piston. As oil pressure increases, the modulator piston (19a) is
moved toward the modulator spool (19b). The spring pack between the modulator spool
and piston is compressed, gradually increasing the clutch pressure controlled by the
modulator spool. When the modulator piston is bottomed out in the bore, modulation
ends and maximum pressure to the clutch pack is obtained.
(Note, flow divider spool supplies a measured flow to the clutch control circuit
with the remainder of the oil flow ported to the “C” port, to the torque converter
and the lubrication circuit)
(Note, flow divider spool (17) supplies a measured flow to the clutch control
circuit with the remainder of the oil flow ported to the “C” port, to the torque
converter and the lubrication circuit)
(Note, When the forward/reverse spool (12) is shifted back to neutral, the forward
clutch releases, the modulator (14) check valve opens and the modulator piston
(19a) returns to neutral position, ready for the next shift)
Four-Wheel Disengaged
When the four-wheel drive is disengaged, current will be energizing the solenoid.
The valve spool will move towards the solenoid. This will block off the return port and
allow pressure to flow through a check valve. Oil will flow around the spool to a passage
and down the inside of the transmission through a tube. When the oil gets to the end of
the tube, it enters the coupling and forces the springs to compress. This separates the
coupler and disengages the four-wheel drive.
Four-Wheel Engaged
When the four-wheel drive is engaged, current will not be going to the solenoid.
The valve spool moves away from the solenoid. This blocks off the pump supply port
and opens the return passage to the four-wheel drive coupling. The oil, that was
compressing the springs in the four-wheel drive coupling, is now open to the return
passage. The spring pushes the coupling together and the four-wheel is engaged.
PARKING BRAKE
Parking Brake Operation
The N Series Loader Backhoes have a spring applied hydraulic released parking
brake is installed on the rear of the transmission. The hydraulic oil supply for this
system comes from the transmission control system. If hydraulic flow is not available,
this spring applied parking brake can be released by removing the control valve and
installing it turned 90 degrees from the original location. This exposes a grease fitting
that can be used to release the brake. Apply approximately 65 grease gun pumps to
the then exposed fitting. Applying excessive grease will cause internal damage to the
parking brake piston assembly.
SAHR PARKING
BRAKE LEGEND
1 – Belleville Spring Washer
2 – Parking Brake Piston
3 – Parking Brake Disks
BRAKE ENGAGED
The N Series Loader Backhoes have spring
applied and hydraulically released parking brakes.
These brakes are installed on the output shaft of the
transmission. When the engines is off or the parking
brake switch is activated, the brake system is without
pressure. The Belleville spring washers (1) push the
parking brake piston (2) so that the piston (2) pushes on
the brake disks (3). The SAHR parking brake must be
disabled to move the Vehicle with a dead engine.
BRAKE RELEASED
The supply oil to release the parking brake
comes from the transmission hydraulic system. This oil
is supplied by the transmission charge pump. When
the parking brake switch and solenoid are activated,
pressure is sent to the brake release piston. The
parking brake piston (2) is pushed against the Belleville
spring washers (1) and the brake disks (3) are then
free to rotate. This happens in normal working
conditions when the operator deactivates the parking
brake.
• The towing machine must have power, steering and braking ability to stop both
machines.
• The speed at which the disabled machine is moved, must not exceed 1/2
mile per hour (2.4 km/h).
• Ensure the towing hardware, chains, cables, have the proper capacity to move
the machine safely and the machines must be attached as closely as possible.
• The disabled machine must be moved only far enough to reach a safe repair
location or onto a trailer.
• Will the disabled machine have steering and braking capability? An operator may
only be allowed on the towed vehicle if it has steering and braking capability.
• Will moving the machine cause damage to drivetrain or moving parts that lack
lubrication?
• Always block the disabled machines wheels before releasing the brakes or
drivetrain component.
IMPORTANT: The loader/backhoe engine may not be started by towing the machine.
The drivetrain components will be damaged!
5. Carefully lift up and rotate the park brake release block 90 degrees and retighten the
bolts. Torque to 20 Nm (14 pound feet).
7. Carefully remove the wheel chocks, as the machine may now be moved.
IMPORTANT: The machine should be free to roll. If the machine does not roll, there
may be an issue in the parking brake or drivetrain. Contact your Dealer. To re-
activate the park brake:
IMPORTANT: After grease has been used to release the parking brake it will be
necessary to clean and flush the entire system before placing the machine back into
operation. Contact your Dealer for this procedure.
3. Return the solenoid block to its original position, replace the bolts, and torque to
20 Nm (14 pound feet).
ENGINE RUNNING (2WD AND 4WD) ENGINE STOPPED (2WD AND 4WD)
1. Engage the parking brake. 1. Engage the parking brake.
2. Block the wheels with wheel chocks. 2. Block the wheels with wheel chocks.
3. Place the transmission in neutral. 3. Place the transmission in neutral.
4. Place the direction control lever in neutral. 4. Place the direction control lever in neutral.
5. Place the 4wd switch in neutral, if equipped. 5. Place the 4wd switch in neutral, if equipped.
6. Raise all tools and attachments off the ground. 6. Raise all tools and attachments off the ground.
7. Attach a rigid drawbar to the machine. Make sure 7. Attach a rigid drawbar to the machine. Make
the towing machine has enough power and sure the towing machine has enough power and
braking ability to move and stop both machines. braking ability to move and stop both machines.
8. Disconnect the rear driveshaft on 2wd mOand
8. Remove wheel chocks.
both front and rear driveshafts on 4wd models.
9. Release the parking brake. 9. Remove wheel chocks.
10. No riders - keep all other persons 10. No riders - keep all other persons
completely out of the area. completely out of the area.
11. Tow the disabled machine at a maximum 11. Tow the disabled machine at a safe speed.
speed of 1/2 m.p.h. (2.4 km/h). Do not exceed Monitor the towed vehicle while towing. Tow
this speed. only as far as needed.
Figure 23: 4WD Transmission Control Valve and 4WD Valve Test Ports
Figure 24:
Transmission Control Valve with Test Ports Installed
1. Flow meter adapter from charge pump to flow meter. (Use CAS-2011) Connect to CAS-10280 Flow Meter or equivalent.
2. Return from flow meter to transmission. (Use CAS-2383)
3. Regulated clutch pressure, common to forward or reverse. (Use CAS-2745 and CAS-2746)
4. Regulated reverse clutch pressure. (Use CAS-2745 and CAS-2746)
5. Regulated forward clutch pressure. (Use CAS-2745 and CAS-2746)
6. Torque converter in presure. (Use CAS-2745 and CAS-2746)
7. Differential lock pressure (Use CAS-2744)
8. Converter out to oil cooler. (Use CAS-2747)
9. Lubrication pressure, common to converter return. (Use CAS-2745 and CAS-2746) or (Use CAS-2747)
10. Pump supply pressure, 4 wheel drive only. (Use CAS-2745 and CAS-2746)