Professional Documents
Culture Documents
Sector:
AUTOMOTIVE
Qualification:
Automotive Servicing NC II
Unit of Competency:
Overhaul Manual Transmission
Module Title:
Welcome to the module in Assembling and Testing Manual Transmission. This module
contains training materials and activities for you to complete.
The unit of competency "Overhaul Manual Transmission" contains knowledge, skills and
attitudes required for Automotive Servicing. It is one of the specialized modules at National
Certificate level (NC III).
You are required to go through a series of learning activities in order to complete each
learning outcome of the module. In each learning outcome are Information Sheets and
Resources Sheets (Reference Materials for further reading to help you better understand the
required activities). Follow these activities on your own and answer the self-check at the end of
each learning outcome. You may remove a blank answer sheet at the end of each module (or
get one from your facilitator/trainer) to write your answers for each self-check. If you have
questions, don’t hesitate to ask your facilitator for assistance.
You may already have some or most of the knowledge and skills covered in this learner's
guide because you have:
been working for some time
already completed training in this area.
If you can demonstrate to your trainer that you are competent in a particular skill or skills,
talk to him/her about having them formally recognized so you don't have to do the same training
again. If you have a qualification or Certificate of Competency from previous trainings, show it
to your trainer. If the skills you acquired are still current and relevant to the unit/s of competency
they may become part of the evidence you can present for RPL. If you are not sure about the
currency of your skills, discuss this with your trainer.
At the end of this module is a Learner’s Diary. Use this diary to record important dates, jobs
undertaken and other workplace events that will assist you in providing further details to your
trainer or assessor. A Record of Achievement is also provided for your trainer to complete
once you complete the module.
This module was prepared to help you achieve the required competency, in Assembling and
Testing Manual Transmission. This will be the source of information for you to acquire
knowledge and skills in this particular trade independently and at your own pace, with minimum
supervision or help from your instructor.
Talk to your trainer and agree on how you will both organize the Training of this unit.
Read through the module carefully. It is divided into sections, which cover all the skills,
and knowledge you need to successfully complete this module.
Work through all the information and complete the activities in each section. Read
information sheets and complete the self-check. Suggested references are included to
supplement the materials provided in this module.
Most probably your trainer will also be your supervisor or manager. He/she is there to
support you and show you the correct way to do things.
Your trainer will tell you about the important things you need to consider when you are
completing activities and it is important that you listen and take notes.
You will be given plenty of opportunity to ask questions and practice on the job. Make
sure you practice your new skills during regular work shifts. This way you will improve
both your speed and memory and also your confidence.
Use the self-check questions at the end of each section to test your own progress.
When you are ready, ask your trainer to watch you perform the activities outlined in this
module.
As you work through the activities, ask for written feedback on your progress. Your
trainer keeps feedback/ pre-assessment reports for this reason. When you have
successfully completed each element, ask your trainer to mark on the reports that you
are ready for assessment.
When you have completed this module (or several modules), and feel confident that you
have had sufficient practice, your trainer will arrange an appointment with registered
assessor to assess you. The results of your assessment will be recorded in your
competency Achievement Record.
QUALIFICATION : AUTOMOTIVE SERVICING NC II
UNIT OF COMPETENCY : Overhaul Manual Transmission
MODULE : Assembling and Testing Manual Transmission
INTRODUCTION:
This module deals with assembling manual transmission component, installing and
mounting transmission assembly. It also deals with the testing of manual transmission
output.
LEARNING OUTCOMES:
ASSESSMENT CRITERIA:
1. Manual transmission component parts cleaned, lubricated and coated with new
gear oil as per manufacturer’s manual.
2. Parts reference marks were used in assembling.
3. Assembling of transmission component was performed as per steps and procedure.
4. Bolts and nuts were torqued according to specifications and in correct sequence.
5. Correct tools were used for assembling.
6. Vehicle, workshop and parts safety requirements were applied.
7. Oil properly filled.
8. Transmission gear oil is filled properly and in appropriate level.
9. Transmission jack is positioned in accordance with safety procedure.
10. Transmission assembly is mounted to the engine/vehicle in correct steps as per
specification.
11. Attaching bolts were torqued according to specification and in correct sequence.
12. Transmission associated component were installed or mounted properly according
to steps and procedures.
13. Appropriate tools for the job were used.
14. Personal safety procedures were applied.
15. Transmission is tested while the engine is running and transmission in neutral
position.
16. Testing were conducted as per service manual.
17. Visual/ocular evaluation of transmission performance was conducted with emphasis
on performance of every shifting pattern, noise and operation.
18. Vehicle and shop work safety procedure is applied.
19. Personal safety requirement is observed.
PREREQUISITE:
Before you take this module you must complete first the modules: Set Up Work Area,
Equipment as well as the Core and Common Competencies of Automotive Service
Technician (NCII).
ASSESSMENT CRITERIA:
1. Manual transmission component parts cleaned, lubricated and coated with new gear oil
as per manufacturer’s manual.
2. Parts reference marks were used in assembling.
3. Assembling of transmission component was performed as per steps and procedure.
4. Bolts and nuts were torqued according to specifications and in correct sequence.
5. Correct tools were used for assembling.
6. Vehicle, workshop and parts safety requirements were applied.
7. Oil properly filled.
RESOURCES:
REFERENCES:
1.1 Read Information Sheet LO1-1 “Manual Analyze the function of the transmission
Transmission Components” and its components.
1.3 Perform Job Sheet LO1-1 "Assembling Mark parts of manual transmission in
Manual Transmission Components” detailed position and assemble following
the procedure. Follow the safety notes.
1.4 Assemble different transmission brands
following Job Sheets LO1-2, LO1-3 Ask your instructor to evaluate your work
and LO1-4 in the workshop and after performing the assembly.
observe shop practices and safety.
TRANSMISSION:
The name transmission refers to the series of parts used to transmit the engine torque
(turning effort) from the flywheel to the vehicle’s driving wheels.
Clutch
- friction, fluid, or
electromagnetic
types
Gearbox
- manual or
automatic
Drive shaft
- propeller or
drive shaft and
universal joints CONVENTIONAL COMPONENT LAYOUT
Engine and transmission position in the ENGINE IN THE FRONT – REAR WHEEL DRIVE
vehicle may be:
- Traditional front engine and rear wheel
drive.
The differential mechanism is fitted in final drive units to apply equal torque to each drive wheel,
yet allow them to turn at different speeds when the vehicle is turning or cornering.
Limited-slip differentials perform the same functions as the conventional type differentials,
but in addition, transfer the driving force to the wheel with traction, should the opposite
wheel begin to slip.
The gearbox must be removed from the vehicle for proper inspection and servicing.
Draining oil
Servicing and repair of these components often necessitates their removal from the vehicle,
To eliminate possible hazards when implementing this work, make reference to vehicle maker’s
manuals, as the procedures will vary with the different transmission and power flow systems
and layouts.
DISMANTLE CLUTCH
Code No. Date: Developed Date: Revised Page #
Assembling and Testing Manual Transmission
ALT723313b 8/ 25/ 2003 06/01/21 7
SYNCHRONIZER ASSEMBLY
Before disassembling the synchronizer assembly to examine the parts, file a scribe mark
across the front face of the third and fourth synchronizer sleeve and hub. These marks should
be aligned when assembling the synchronizer assembly to maintain mating parts if the same
parts are used.
The snap ring holding the synchronizer assembly in place on the intermediate shaft. The
snap ring could be misplaced or have a sloppy fit.
Synchronizer blocker rings. Refer to the section on examining the synchronizer blocker
ring.
Synchronizer hub. There should be no rotary looseness between the synchronizer hub
and the intermediate shaft. If looseness exists, experiment with a new synchronizer huh
and check for a loose fit. If the looseness is removed, the synchronizer assembly must
be replaced.
Worn synchronizer shift inserts and insert springs. These worn parts will permit the
synchronizer sleeve to slide back and forth on the synchronizer hub.
The synchronizer hub parts cannot normally be purchased separately. Therefore, the
synchronizer hub, sleeve, inserts, and springs must be purchased as an assembly. The only
parts of the synchronizer assembly that can be purchased separately from the sleeve and hub
are the synchronizer blocker rings. The snap ring retaining the synchronizer assembly on the
intermediate shaft can also be purchased separately.
Gear Teeth
A chipped or damaged gear tooth makes a clicking sound. This problem is easy to locate;
simply check all gear teeth for damage. If one gear tooth on the input shaft is damaged, the
whole input shaft assembly must be replaced. Since the damaged input shaft gear meshes with
a gear on the intermediate shaft, that mating gear should also be examined very closely. If both
gears are damaged, both must be replaced to remove the clicking noise. If the mating gear is
damaged, it must be replaced or of will reduce the new driving gear to its damaged state.
This completes the methods of examining and inspecting the most common causes of
manual shift transaxle problems. The next service procedures are assembling the transaxle
subassemblies and transaxle, followed by installing the transaxle assembly into the vehicle.
The synchronizer sleeve and hub must be aligned so that inserts index with the scallops.
Safety Note:
When pressing bearings on or off a shaft, always cover the pressing operation with a safety
collar to restrict flying shrapnel in the event the bearing explodes.
6. Locate the special pressing arbor in contact with the rear bearing’s inner (tight) race. Using
a hydraulic press, drive the bearing assembly into place. After the rear bearing is seated,
check the fourth speed gear for free rotation.
7. After installing the rear bearing outer snap ring and intermediate shaft snap ring, check all
gears for free rotation.
Safety Note:
Check all synchronizer blocker rings to be sure that they rotate freely and do not bind on
adjacent cone clutches.
8. Remember that if the input shaft gear assembly or its bearing are replaced, the input shaft
select shim thickness must be recalculated. Refer to the service manual for this procedure.
9. With the input shaft in place, the intermediate shaft assembly and shift forks can be
installed into the transaxle housing.
10. Lubricate the reverse idler gear assembly and install in the transaxle housing. Seat the roll
pin into the roll pin notch.
11. With the shift rail and bearing retainer plate inside the transaxle housing, the parts for the
fifth gear can be organized on the workbench.
12. Install the input shaft fifth gear and snap ring, synchronizer, and shift fork and rail into the
transaxle housing.
15. With new sealant on the contact surfaces, install the selector shaft housing. Be sure to
insert the bolts in their proper location.
16. Lubricate the new extension housing 0-ring and install the differential assembly, extension
housing, and bolts. Bolts should be torqued to manufacturer’s specifications.
17. Align and install the differential bearing retainer and torque the bolts to manufacturer’s
specifications.
18. Apply new sealer to the differential cover installing bolts and studs in proper locations.
Now the transaxle is ready to be installed.
1. Coat the inside diameter of the cluster gear assembly with petroleum jelly and insert the
dummy shaft.
2. Place the counter shaft needle bearings between the dummy shaft and the inside diameter
of the cluster gear assembly.
3. When the needle bearings are all in place, install at either end the bearing thrust washers
and the original or replacement cluster assembly thrust washers.
5. Lubricate the third speed gear and place on the output shaft with the cone clutch facing up.
6. Install the third gear synchronizer blocker ring so the cone clutch sits on the third gear
cone clutch.
Service Tip:
The synchronizer sleeve has a large, deep groove located on the outside diameter at the
rear of the synchronizer assembly. The synchronizer hub has a longer front hub than rear.
When building up the synchronizer assembly align the file marks on the sleeve and hub and
place the sleeve groove at the opposite end of the synchronizer hub from the long front hub.
7. Install the third and fourth synchronizer assembly with the longer front inner hub facing up.
The synchronizer sleeve should be facing downward,
9. Install the third and fourth synchronizer assembly snap ring. Tap the snap ring with a
hammer and punch to ensure it is seated.
10. Turn the rear of the output shaft upward to install the remaining output shaft parts.
11. Lubricate the inside diameter of the second speed gear and slide on the output shaft with
the cone clutch facing up.
12. Install the synchronizer blocker ring so the cone clutches meet.
13. Install the first and second synchronizer assemblies so the large, deep shift fork groove is
facing downward.
14. Install the first and second synchronizer snap ring making sure it is seated the output shaft
groove.
15. The first gear synchronizer blocker ring can be installed and the inserts aligned.
16. Lubricate the inside diameter of the first speed gear and install with the steel thrust washer
and the spring washer.
17. Using a hydraulic press install the rear bearing onto the output shaft. Install the rear
bearing snap ring.
19. With the output shaft assembled, test your assembly work
20. Place petroleum jelly into the socket at the rear of the transmission input shaft and install
the roller bearings.
NOTE: Petroleum jelly or heavy grease can be used to hold these parts in place during
assembly.
5. Lubricate the reverse idler gear inside diameter and install the reverse idler gear, shaft,
and woodruff key from the rear of the housing.
7. Place the fourth gear synchronizer blocker ring into place on the third and fourth
synchronizer assembly. Be sure the notches of the synchronizer blocker ring align with the
synchronizer inserts.
8. Place the transmission input shaft on the pilot (front) of the output shaft.
Service Tip:
Piece petroleum jelly on the rear surface of the transmission housing to hold the extension
housing gasket in place.
9. Feed the input shaft, output shaft assembly, and extension housing through the rear
opening of the transmission housing.
10. The reverse idler might have to be moved back and forth on the shaft to accommodate the
assembly operation.
11. Align the extension housing bolt holes and install the extension housing bolts. Do not
tighten these bolts until the front transmission bearing is installed.
12. Install the large outer front bearing snap ring over the outer bearing race.
13. Slide the front transmission bearing onto the transmission input shaft and seat into place.
15. Align the front bearing retainer and gasket to the transmission housing.
Be sure the lubricant drainage groove aligns with the transmission housing. Install the front
bearing retainer bolts.
19. Shift the forks on the cover plate to the neutral position.
20. Install the cover plate with the shift forks seating into the synchronizer sleeves and tighten
all bolts.
21. The transmission should be shifted through all gear ranges before installing into the
vehicle.
ASSESSMENT CRITERIA:
RESOURCES:
REFERENCES:
In the workshop with appropriate and Follow the procedures in examining and
equipment and other instructional materials, inspecting the most common causes of
the trainees will perform the correct procedure manual shift transaxle problem including its
in installing/ mounting manual transmission installation.
and associated parts.
1. Have a colleague help place the transaxle assembly onto the transaxle jack. Chain and
install two locating pins in the engine block assembly.
2. Make up and install two locating pins in the engine block assembly.
Service Tip:
In transmission work, housing and bolt hole alignment are important and often necessary.
Get into the habit of having two or three aligning pins for each common bolt diameter. An
aligning pin can be a bolt with the hex head removed and a radius ground on the end to ease
piloting of parts through a hole. Often pin to ease installation and removal with a standard
screwdriver.
3. Position the transaxle assembly and jack in place under the vehicle and align with the
engine and clutch assembly.
4. At the rear of the transaxle, push the jack and transaxle toward the engine while aligning
the two locating pins with their respective holes in the transaxle housing.
5. With the transaxle assembly in place, install and tighten the transaxle to the engine block
bolts. Replace the two locating pins with the proper bolts.
6. Remove the safety chains and transaxle jack from under the vehicle.
7. Install the antirotational link, left engine mount, and splash shield.
8. When installing the left drive shaft, hold the inner universal joint assembly at the housing
while aligning and inserting the spline into the transaxle housing.
9. Place the outer splined shfat into the steering knuckle support.
10. Install the lower ball joint into the left steering knuckle support.
NOTE: The original or equivalent bolt must be used. No substitutes are allowed.
11. Torque the steering knuckle clamp bolt I
to manufacturer’s specifications.
12. Unwrap the speedometer pinion, adapter,
and cable and install into the transaxle
extension housing.
13. While supporting the right side inner
universal joint housing, push the drive
shaft into place.
14. Insert the outer end of the right drive
shaft into the right side steering knuckle.
FACTS TO REMEMBER:
1. Some of the factors that contribute to a transmission slipping out of gear center around the
parts of a synchronizer assembly.
2. A clicking noise in one gear range during vehicle operation indicates a damaged gear
tooth.
3. When assembling a synchronizer assembly, align the indexing marks.
4. During assembly always lubricate the gear’s inside diameter to provide initial lubrication
and ensure easy rotation.
5. After pressing a bearing into a shaft, always check the gears turn freely on the shaft and
that the synchronizer blocker rings are free.
STEP 2. Dry bearings by using air blow gun and compressed air.
CAUTION: Hold bearings while blowing with compressed air to prevent bearings from
spinning in their race.
STEP 4. Clean and inspect the inside of the transmission case for cracks.
STEP 5. Clean and inspect all gears for broken teeth, wear or other damage.
Directions At this time, check your skills by reviewing the following criteria.
If you do not feel you can do some of these skills, see your instructor for help.
1. Have a colleague help you lift the transmission onto the transmission jack. Wrap the safety
chains around the transmission housing and transmission jack.
2. After aligning the transmission jack and transmission with the clutch assembly, shift the
transmission into gear. Rotate the transmission output shaft so the transmission input shaft
aligns and engages with the clutch driven disc splines.
3. Remove the safety chains from around the transmission housing and transmission jack.
Slide the transmission off the transmission jack and into place.
4. Install and tighten the transmission mounting bolts to manufacturer’s specifications with a
torque wrench.
5. Install the cross member and transmission mount.
6. Remove the masking tape from the rear universal joint and align the indexing marks on the
rear universal joint yokes. Install the rear universal joint and be careful not to tighten the
mounting U bolts.
7. Connect the speedometer cable.
8. Install the shift levers at the side of the transmission cover plate
9. Connect the backup light connector and the transmission control switch connector.
10. Remove the engine support stand.
11. Install transmission gear lubricant to the required level. Be sure to tighten the filler hole
plug.
12. Lower the vehicle, but leave the driving wheels free of the floor.
13. Connect an exhaust system pipe to the vehicle.
14. Start the engine and operate the transmission through the various gear ranges checking
for smooth shifting and quiet operation. If the transmission checks out satisfactorily, lower
the vehicle to the floor.
15. The vehicle should now be road tested for smooth, quiet transmission operation.
1. The parts on the four-speed transmission output shaft are the third and fourth synchronizer
assembly, third speed gear, second speed gear, first and second synchronizer assembly,
first speed gear, and the rear bearing assembly.
2. The synchronizer assembly hub will have a longer hub at the front than at the rear.
3. When assembling the synchronizer assembly, the synchronizer sleeve groove must be at
the opposite end of the synchronizer assembly to the long hub on the synchronizer hub.
4. Synchronizer blocker ring notches must be always align with the synchronizer inserts.
5. After the assembling the output shaft, a good service technician always checks his or her
work.
6. Cluster assembly thrust washer tangs must always face away from the cluster gear
assembly.
7. When installing the front bearing retainer. The lubrication drainage groove must align with
the transmission housing.
8. When installing the transmission, shift into gear so the transmission input shaft can be
aligned with the clutch driven disc.
9. Indexing marks must be aligned when installing the drive shaft to maintain alignment and
balance.
Lubricant in a transmission reduces friction, wear, and heat. If the lubricant level is low, the
rotating gear teeth cannot throw enough oil onto the synchronizer assemblies and rotating
parts. Gear clashing problems and premature parts wear result from low lubricant levels.
When checking the lubricant be sure the transmission is at operating temperature. The
lubricant level should be at the lower edge of the filler plug hole. If the transmission is cold, the
lubricant level should be adjusted to approximately %“to ¾ (12 mm to 19 mm) below the filler
plug hole.
These recommendations are important because when the lubricant is cold it contracts and
when hot it expands. If the transmission is filled and when hot it expands. If the transmission is
filled to the bottom of the filler plug hole when cold, heat will cause the lubricant to expand and,
consequently, overfill the transmission. The surplus fluid could flood the front transmission seal
and flow onto the clutch driven disc. Lubricant on the clutch driven disc causes clutch chatter
and grab.
Here’s how:
a. Place transmission on transmission jack with input facing the clutch housing
b. Raise transmission jack high enough to align input shaft clutch housing.
c. Slowly and carefully roll transmission jack forward until the shaft goes into
transmission housing.
d. Move transmission slightly to the left or right, up or down, until alignment dowel pins
go through the bolt holes in the transmission housing.
e. Remove alignment dowel pins and start attaching the bolts with your fingers.
NOTE: Make sure bolts are started straight and not cross-threaded.
g. Use socket and wrench and snug down transmission mounting bolts.
NOTE: Alternate from one bolt to the other. Make sure the transmission case has equal
pressure applied to it.
NOTE: If any exhaust system parts were removed, replace them at this time.
NOTE: Make sure the shift linkages do not bind and that they are properly attached
NOTE: The wires and linkages should have been numbered with masking tape for ease
in
installation.
Code No. Date: Developed Date: Revised Page #
Assembling and Testing Manual Transmission
ALT723313b 8/ 25/ 2003 06/01/21 39
o. Use crescent wrench or combination wrench to install drain plug.
p. Use crescent wrench or combination wrench to remove filler plug found on side
transmission case.
NOTE: Check manual for type of lubricant to use and amount required to fill.
STEP 3. Use the jack to raise the vehicle and remove jack stands.
Directions: At this time, check your skills by reviewing the following criteria.
3. All tools and equipment are returned to their proper storage area.
If you do not feel you can do some of these skills, see your instructor for help.
ASSESSMENT CRITERIA:
1. Transmission is tested while the engine is running and transmission in neutral position.
2. Testing were conducted as per service manual.
3. Visual/ocular evaluation of transmission performance was conducted with emphasis on
performance of every shifting pattern, noise and operation.
4. Vehicle and shop work safety procedure is applied.
5. Personal safety requirement is observed.
RESOURCES:
REFERENCES:
2. Test : Newly repaired running manual Install the transmission into the vehicle
transmission. and check for defects using the
procedures in Job Sheet #LO3-1
3. Observe shop practices and safety.
1. Unbalanced or damaged drive shaft 1. Check drive for damage and balance.
2. Worn universal joints 2. Check u-joints and replace as needed
3. Misaligned drive shaft at companion 3. Adjust and align drive shaft
flange.
STEP 16. Check to see if differential gears and pinion are scored.
PERFORMANCE STANDARDS
For acceptable achievement, all items should receive a “Yes” Yes No N/A
or “N/A” response.
1. Did you clean, lubricate and coat manual
transmission components with new gear oil as per manufacturers
manual?
2. Have you clean transmission bearings
following the proper procedure?
3. Did you follow the correct steps in installing
and mounting manual transmission?
4. Did you properly test the manual
transmission performance meet in the required conditions?
DIARY NOTES
Record important dates, jobs undertaken and other workplace events that will assist you in providing further
details to your Assessor.
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Performance Criteria:
1. Manual transmission component parts cleaned, lubricated and coated with new gear oil as per
manufacturer’s manual.
2. Parts reference marks were used in assembling.
3. Assembling of transmission component was performed as per steps and procedure.
4. Bolts and nuts were torqued according to specifications and in correct sequence.
5. Correct tools were used for assembling.
6. Vehicle, workshop and parts safety requirements were applied.
7. Oil properly filled.
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Learning Outcome #2 - Install and mount manual transmission and associated parts
Performance Criteria:
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Performance Criteria:
1. Transmission is tested while the engine is running and transmission in neutral position.
2. Testing were conducted as per service manual.
3. Visual/ocular evaluation of transmission performance was conducted with emphasis on
performance of every shifting pattern, noise and operation.
4. Vehicle and shop work safety procedure is applied.
5. Personal safety requirement is observed.
COMMENTS:
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QuestioningDemonstration
Ways in which evidences will be collected:
(tick the column)
Interview
Portfolio
The evidence must show that the candidate …
Date:
Supervisor
Rating: _________
Feedback to candidate
Rating: _________
Candidate’s signature: Date:
Candidate’s name:
Assessor’s Name:
Competency Assessment Title: OVERHAUL MANUAL TRANSMISSION
Qualification: AUTOMOTIVE SERVICING NC III
Date of Assessment:
Tome of Assessment:
Instructions for Demonstration:
Given the following material, tools and equipment, the candidate must be able to overhaul the
manual transmission.
a. Car equipment with manual transmission/transaxle
b. Hand tools
c. Working table, stand
d. Manual
Rating ______________