Professional Documents
Culture Documents
29
Gearbox
Chapter Objectives
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1 Identify the speed ratios for a given automo- 3 Work out the number of teeth on various
bile gearbox. gears to provide the desired speed ratios.
2 Determine the number of gears on main, lay 4 Determine the epicyclic gear trains with
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shaft, and idler gear shaft. number of gears on sun, ring and planetary
gears in each gear train.
29-1 INTRODUCTION
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A gearbox is a device employed to provide variable speeds, depending upon the requirement of variable
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speed and torque, as the load on cutting tool changes (in a manufacturing machine), or load on gear wheels
on road (in automobile), a device is employed to provide variable speeds. A discussion on gearboxes used in
machine tools is beyond the scope of this book. In this chapter, we will discuss the gearboxes used in auto-
mobiles, where the number of speeds produced by gearbox is limited to four, five, or six.
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There are various types of gearboxes, such as sliding mesh, constant mesh, synchromesh, and epicyclic
gearboxes. For constant mesh gears, helical gears are used which are efficient and noiseless in operation. At
present, most cars have synchromesh drive, which works smoothly and noiselessly. To change the speed, the
driver of the vehicle manually changes the gear ratio, by shifting a gear on the main shaft, so as to make it
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mesh with a particular gear on the lay shaft, or, by engaging the gear on the main shaft to the clutch gear of
the clutch shaft (engine shaft), which involves considerable effort on the part of the driver. To overcome this
difficulty of engaging and disengaging gears, modern cars are provided with automatic transmission, where
a pressure on the accelerator pedal controls a unit for automatic change of gears, depending on the load on
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1
Air resistance, Ra C RV 2 A
2 d
Ra K a AV 2 (29-1)
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where, K a air resistance or stream line coefficient (determined by aerodynamic test)
If a vehicle travels on an inclined road (against gravity), for example, a mountainous road, with road gradi-
ent of θ degree, then gradient resistance given by:
Rg W sin Q (29-2)
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where,W weight of vehicle including the weight of passengers, luggage, cooling water, fuel etc and
Q angle of inclination of road.
Frictional resistance includes resistance between tyre and road, friction in transmission, impact on tyre of
road, deformation of tyre and deformation of road. S
Frictional resistance is approximated to:
R f MW (29-3)
where, M coefficient of rolling friction and W weight of the vehicle including weight of passengers, lug-
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gage, fuel cooling water, etc.
Total resistance to motion of vehicle:
Rt Ra Rg R f (29-4)
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to motion also increases. Figure 29-2 shows variation of tractive effort (at a particular gear ratio) with speed.
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Air
resistance
Frictional resistance
Figure 29-1 Various resistances Figure 29-2 Variation of tractive effort with speed
At speed OA, tractive effort is equal to the total resistance to motion, known as stabilizing speed. If the
speed at any instant is less, say OB, then excess tractive effort will accelerate the speed to OA. Similarly, if
the speed at any instant is more, say OC, the excess resistance will decelerate the speed to OA.
If the total resistance curve is above the curve for tractive effort, then, to increase the tractive effort, the
speed of the main shaft of gearbox, has to be changed by a gear change.
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ing upon the mechanism of meshing the gear pairs, gearboxes are classified as:
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(d) Epicyclic gearbox
lay shaft, which can slide axially on the main shaft. A reverse idler gear mounted on an auxiliary shaft always
remains in mesh to the reverse gear of lay shaft.
Figure 29-3 shows a three direct-speed, one reverse-speed, sliding-mesh gearbox, along with rela-
tive positions of gears on shafts. The lay shaft carries three gears (two for direct, and one for reverse)
or four gears (three for direct, and one for reverse). One gear of lay shaft is in constant mesh with the
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clutch gear.
When the main shaft is driven from the lay shaft, speed reduction is obtained by the first gear pair which
is always in mesh, and is thus called constant mesh gear. In order to change gears, the clutch is depressed
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and gear lever is moved till the selector pinion of main shaft engages with its mating gear on the lay shaft. In
order to change to the first gear, small gear 1 on the lay shaft meshes with gear 3, larger gear of main shaft.
Maximum speed reduction is obtained, and maximum torque is available on the gear wheels, which is used
for starting the vehicle and for driving uphill.
In order to change to second gear, smaller gear 4, of the main shaft is brought in mesh with the next larger
gear 2, on the lay shaft. There is a slight increase in speed and a decrease in the available torque.
In the third gear (or top gear), the primary and main shafts both revolve together at the same speed without
any change in engine torque. The main shaft is driven through a dog clutch directly connecting primary shaft
to the main shaft.
In the reverse gear, speed is reduced and direction of rotation of main shaft is reversed with the help of an
idler gear. Gear 3 of the main shaft meshes with gear 7 of the lay shaft through the idler gear 8 (for reversing
the motion). In the neutral position, the primary shaft is in the mesh with the lay shaft, and since the lay shaft
is not connected to the main shaft, there is no power transmission.
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gear pair to the main shaft, while other gear pairs are not coupled to the main shaft. This provides a noiseless
operation. Pairs of helical gears (in place of spur gears) can be used, which provide noiseless operation with
high efficiency. The primary shaft that carries the clutch is splined. Moreover, the primary shaft carries a gear
that meshes with the largest gear of the lay shaft. The main shaft has a number of gears which mesh with the
gears of the lay shaft. These gears on bushes or bearings are free to rotate on the main shaft without transmit-
ting any power. All the gears on the lay shaft are rigidly fitted to it.
Figure 29-4 shows a 3 direct speed and one reverse gearbox of constant mesh type. Gears 1, 3, 5 and 7
are rigidly fixed on the lay shaft, and are in constant mesh with gear 2 (clutch gear), gear 4, gear 6 and gear
8 on the main shaft.
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Idler
gear (IG)
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and the dog clutch moved to the required gear and thus, clutch is disengaged twice. It is called double
declutching.
Wear of the teeth on the dog clutches is reduced because here all the teeth of dog clutches are involved,
unlike sliding gears, where there is meshing of only two or three teeth.
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1. Gears on main shaft (or output shaft) are free to rotate on bushes. The end of the main shaft at the rear
of transmission is called output shaft.
2. Gears on the main shaft are locked to the shaft by the dog clutch of the synchronising hub when their
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speeds have been equalised by their cones.
clutch shaft and main shaft, resulting in top-gear drive. Similarly, if the sliding member SM is allowed to
shift towards the right, then the inner portion of SM engages the dog teeth, D2 on gear, G2 and a positive
drive is obtained between main shaft and gear G2 which is in mesh with another gear on the lay shaft (not
shown in the figure), resulting in lower gear or intermediate gear drive, depending upon the arrangement.
If the sliding member, SM, is shifted before the synchronising action, then, a clash may occur between
the dog teeth and the inner teeth of the sliding member. This may occur if the gear lever is moved too
rapidly by the driver or, the springs of the balls, BL, are weak. This mechanism is known as constant-load
synchromesh unit.
D2
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S D2
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Figure 29-5 Synchromesh device
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An epicyclic gearbox uses two, three or even four epicyclic or planetary gear sets. Each set contains a
sun gear, planetary gears around sun gear, ring gear around
planetary gears, and an arm carrying the planetary gears.
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NR
NA T (29-6)
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NS
N A TR
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NS T
1 R
NA TS
NA 1 speed of arm
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or,
NS TR speeed of sun gear
1
TS
N2 1 S
or,
N1 T
1 R
TS
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where, TS number of teeth on sungear and TR number of teeth on ring gear.
Using an epicyclic gear train in a gearbox, one can observe that six possible speeds are obtained, four of
which are forward and two are reverse:
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1. Forward fast speed—with planet carrier, AR, driving, ring gear, RG is driven, and sun gear is held
stationary.
2. Forward very fast output speed—with planet carrier, AR, driving, sun gear driven, and ring gear, RG,
held stationary.
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3. Forward very slow output speed—with sun gear driving, planet carrier, AR, driven, and ring gear held
stationary.
4. Forward slow output speed—with ring gear driving, planet carrier, AR, driven and sun gear held
stationary.
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5. Reverse slow output—with sun gear driving, ring gear driven and planet carrier stationary.
6. Reverse fast output speed—with ring gear driving, sun gear driven, and planet carrier AR held stationary.
But in actual practice, all the six possible conditions as stated above can not be employed because
of complex construction incorporating all the possibilities, due to which some gear ratios may become
impractical.
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3.
Figure 29-7
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Epicyclic gear train Wilson gearbox
S O LV E D E X A M P L E S
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Example 29-1 In a Wilson gearbox, the number of teeth on sun gears and ring gears are as follows:
Sun gears Ring gears
TS1 16 TR1 64
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TS 2 18 TR2 63
TS 3 20 TR3 70
TS 4 25 TR4 50 S
Calculate all the gear ratios.
Solution:
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Let us take:
Third gear
Taking N S 1 = 0: N S 1 0 (brake B1 , sun gear S1 is held stationary)
N R 2
N R1 T
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S1
N R2
N S1 TR1
N R 2
N R1 16
or,
0.25
N R2 64
or, 1.25 N R 2 N R1
N R1
1.25 (29-7)
N R2
N R1
N R 2 T 18
Moreover,
S2
N R1
N S 2 TR 2 63
But, N S 2 N i (speed of input shaft ) (See Fig. 29-7))
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Then,
N o
N R3 T
S3
N0
N S 3 TR 3
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But R1 and R2 are connected together through the arm A2. Therefore:
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N R 3 N R1 i (29-10)
1.70 S
N S 3 N i , input shaft speed (See Fig. 29-7 )
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No
1.70
20
0.2857 (29-11)
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Therefore,
No
Ni 70
N o
0.5882 N i
0.2857
No
Ni
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N R1
N R 2 T 18
S 2
, but N R 2 0
NR1
N S 2 TR 2 63
N R1
0.2857
N R1
N S 2
1.2857 N R1 0.2857 N S 2
But, N S 2 N i , input speed.
N i 1.2857
4.50
NR1 0.2857
N o
N R3 T 20
Moreover,
S3
0.2857
No
NS3 TR 3 70
Ni
But, 4.5 (29-13)
N R1
Putting the values of N R1 and N S 3 , we will get:
N
Ni
No
4.5
0.2857 (29-14)
No
Ni
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N o
0.2222 N i
0.2857
No
Ni
1.2857 N o (0.2857 0.2
2222) N i S
N i 1.2857
or, 2.531 (29-15)
N o 0.5079
First gear
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Taking N R3 0 (by applying the brake B3, ring gear R3 is held stationary):
N o
N R3 T 20
S3
No
NS3 TR 3 70
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1.2857 N o 0.2857 N i
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N i 1.2857
or, 4.5
N o 0.2857
Reverse gear
Taking N R4 0 (by applying brakes B4 to ring gear R4 ):
N o
N R4 T 25
S4
No
NS4 TR 4 50
But, NS4 = NR3 (since sun gear S4, and ring gear R3 are integral):
N S 4 N R3
No
o 1
So,
0.5
No
NS3 2
1.5 N o 0.5 N R 3
N R3
3 (29-16)
No
No
NR3 T 20
S3
No
NS3 TR 3 70
But, N S 3 N i ( input speed)
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N o
3N o
0.2857
No
Ni
2 N o
0.2857 N o 0.22857 N i
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1.7143 N o 0.2857 N i
Ni
6.000 (reversse gear speed ratio)
No S
29-9 OVERDRIVE
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Overdrive is a device used to step up the gear ratio in a car. It is fitted between transmission and propeller
shaft. Over drives are popular in the United States, as they enable high cruising speeds with a compara-
tively low engine speed, on long journeys. At low engine speeds, there is less wear of the engine parts in
vibrations and noise in the car. Since the friction losses at lower speeds are less there is also conservation
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of fuel. The speed of output shaft is more than the engine speed in overdrive. Maruti Zen, Tata Indica and
Hyundai Santro are fitted with overdrives at 4th and 5th gears. Table 29-2 shows gearboxes used in popular
automobiles
S O LV E D E X A M P L E S
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(continued)
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drive on fourth and fifth gear, reverse
Maruti Zen Five-speed, all synchromesh and 3.416 1.894 1.280 0.914 0.757 —
reverse
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Example 29-2 A sliding mesh gearbox contains 3 pairs of gears for providing 3 forward speeds and a
reverse speed. Speed ratio of clutch-shaft gear and lay-shaft gear (which is in constant mesh) is 2. Calculate
the number of teeth in all the gears with the assumption that minimum number of teeth required for any gear
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to avoid interference is 18. Finally, calculate actual gear ratios. Both main shaft and lay shaft are parallel to
each other. The gearbox should have the following speed ratios, approximately:
Forward speed, 1st gear =5
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2nd gear = 2.25
Top or third gear = 1:1
Reverse-speed gear = 5.5
Solution:
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T5, number of teeth on lay shaft gear, T6 number of teeth on clutch gear.
In the reverse, maximum speed reduction is 5.5.
T3 T5
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First gear
T4 T5
r 5
T1 T6
T3 5
2.5
T1 2
T3 50 teeth
50
T1 20 teeth (29-17)
2.5
Second gear
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T4 T5
r 2.25
T2 T6
T4 2.25
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1.125 (29-18)
T2 2
T4 1.125 T2
T5
2
T6
T5 T6 70 teeth
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3T6 70
T6 23.33
23 teeth
T5 70
23 47 teeth
Finally the number of teeth are:
T6 23, T5 47
T2 33, T4 37
T1 20, T3 50
T7 18 teeth
Reverse gear is engaged through idler gear, therefore condition of T3 T7 T3 T1 is not required.
Actual gear ratios
T3 T5 50 47
1st gear ratio r r 5.108
T1 T6 20 23
T4 T5 37 47
2nd gear ratio r r 2.291
T2 T6 33 23
3rd gear ratio, top gear 1 : 1
T3 T5
Reverse gear ratio, r
T7 T6
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50 47
r 5.676
18 23
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29-10 FIVE-SPEED SLIDING MESH GEARBOX
Figure 29-8 shows a five-speed sliding mesh gearbox, with 4 forward speeds and one reverse speed.
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A clutch gear (1) on clutch shaft always remains in mesh with the gear (2) on the lay shaft. Gears 2, 4, 5,
7 and 9 are rigidly fitted on the lay shaft. With the help of fork and sliding mechanism, gears 3, 6 and 8 on
main splined shaft are slid so as to get different speeds. Gears 3, 6 and 8 on main shaft rotate with main shaft,
without any power transmission, when the engine is in neutral position.
First gear: With the sliding mechanism, gear 8 on main shaft is brought in mesh, with gear 7 of lay
shaft.
Second gear: Gear 6 of main shaft is brought in mesh with gear 5 of lay shaft.
Third gear: Gear 3 of main shaft is brought in mesh with gear 4 of lay shaft.
Fourth gear (top gear): With the help of dog clutch, main shaft is coupled with the clutch shaft. The main shaft
starts rotating at same speed as the engine shaft.
Reverse gear: Gear 8 of main shaft is brought in mesh with idler gear 10 on auxiliary shaft, which is
already rotating with gear 9 of lay shaft. Speed of the vehicle is reversed.
If T1 , T3 , T6 and T8 are the number of teeth on gears 1, 3, 6 and 8, respectively, of main shaft, and
T2 , T4 , T5 , T7 , T9 are the number of teeth on gears 2, 4, 5, 7 and 9, respectively, of lay shaft, then:
T2 T8
First gear ratio r
T1 T7
T2 T6
Second gear ratio r
T1 T5
T2 T3
Third gear ratio r
T1 T4
Fourth gear, top gear ratio 1:1
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T T
Reverse gear ratio
2 r 8
T1 T9
S O LV E D E X A M P L E S
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Example 29-3 A sliding mesh gearbox is to be used for 4 forward and 1 reverse speeds. First gear speed
ratio is 5.5 and reverse gear speed ratio is 5.8. Clutch gear on clutch shaft and gear (in constant mesh) on lay
shaft has speed ratio of 2. Calculate the number of teeth on all the gears. Assume that the minimum number
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of teeth on any gear should not be less than 18. Refer to Fig. 29-8. Calculate actual gear ratios.
Solution:
T2
Constant gear ratio 2.
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T1
Let us assume that the geometric progression for gear ratios, top gear (fourth), third gear, second gear and first
gear is 1 : x : x 2 : x 3
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1.765
So, the gear ratios are:
1 : 1.765 : 3.116 : 5.5
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Because main shaft and lay shaft are parallel.
2.558T5 69
69
T5 26.974 27
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2.558
T6 69 – 27 42
Third gear ratio S
T2 T3
r 1.765
T1 T4
T3 1.765
0.8825
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T4 2
T3 0.8825 T4
But, T3 T4 T5 T6 69
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T4 r (1 0.8825) 69
69
T4 36.66
1.8825
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37 teeth
T3 69
37 32 teeth
Reverse gear ratio
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T8 T2
r 5.8
T9 T1
T8 T
2.9 as 2 2
T9 T1
T8 51 teeth
51
T9 17.586
2.9
Let us take, T9 18 teeth ( through idler gear )
Actual number of teeth
T1 23, T2 46, T3 32, T4 37
T5 27, T6 42, T7 18, T8 51, T9 18
T2 T8 2 r 51
Actual gear ratios, first gear r 5.666
T1 T7 18
T2 T6 2 r 42
Second gear r 3.111
T1 T5 27
T2 T3 2 r 32
Third gear r 1.729
T1 T4 37
Top gear 1 : 1
T2 T8
Reverse gear
r
T1 T9
N
51
2 r
5.666
18
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P R A C T I C A L A P P L I C AT I O N S
• Gearboxes are employed in machine tools and automobiles to provide different speeds.
• Cars are fitted with overdrives at fourth and fifth gears.
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POINTS TO REMEMBER
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1. A gearbox is employed to provide variable speeds, 6. Generally, synchromesh device is fitted on high gears,
depending upon the requirement of variable speed and but ordinary dog clutches are used in low and reverse
torque on cutting tool, or gear wheel (automobile). gears, in order to reduce cost.
2. An epicyclic gearbox is used in automatic trans- 7. Synchromesh devices work on the principle that two
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overdrive. gearbox, that is, four forward and two reverse speeds.
5. All pairs of gears are always in mesh in a constant- 9. Wilson gearbox is a four forward and one reverse
mesh gearbox. A dog clutch couples a particular gear speed epicyclic gearbox.
pair, while other gear pairs are not coupled to the 10. Five forward and one reverse speeds gearbox is used
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main shaft. for heavy duty vehicles such as buses and trucks.
REVIEW QUESTIONS
1. What is the necessity of a transmission in a 6. What is automatic transmission? What types of
vehicle? gearboxes are used in automatic transmission?
2. What is a constant-mesh gearbox? What are its advan- 7. What do you understand by overdrive? Name a few
tages over sliding-mesh gearbox? cars with overdrives
3. Describe the working of a synchromesh gearbox with 8. Differentiate between gradient resistance and air
the help of a neat sketch. resistance to the motion of a vehicle.
4. Describe briefly the various types of gear selector 9. What is the function of lay shaft in a gearbox?
mechanisms used in automobiles. 10. In a five-speed gearbox with four direct drives and
5. Make a neat sketch of a four-speed sliding-mesh one reverse drive, gear ratio in the gear is 5, and in
gearbox and explain its working. top gear ratio is 1.0. What are other gear ratios?
PRACTICE PROBLEMS
1. A sliding mesh gearbox contains 3 pairs of gears for pinion is 15. Calculate the number of teeth on gears
providing 3 forward speeds and 1 reverse speed. Speed A, B, C, D, E, F and G, at reverse, (See Fig. 29-9)
ratio of clutch-shaft gear and lay-shaft gear (which is 3. In a Wilson gearbox, the number of teeth and sun
in constant mesh) is 2. Calculate the number of teeth in gears and ring gears are as follows:
all the gears with the assumption that maximum num-
ber of teeth required for any gear to avoid interference Sun gears Ring gears
is 18. Finally, calculate actual gear ratios. Both main TS1 16 TR1 80
shaft and lay shaft are parallel to each other Gearbox
should have the following speed ratios approximately: TS 2 18 TR2 72
Forward 1st gear = 4.5 TS 3 18 TR3 72
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2nd gear = 2.5 TS 4 24 TS 4 24
Top gear = 1:1
Calculate all the gear ratios.
Reverse gear speed =5
If the engine shaft rotates at constant speed of 2,000
Give values of number of teeth as per Fig. 29-3
rpm what are the output speeds at different gear ratios?
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2. A sliding-mesh gearbox with 3 forward and 1 reverse 4. A sliding-mesh gearbox is to be used for 4 forward and
gear ratios, provides the speed reductions as follows: 1reverse speeds. 1st gear ratio is 5:1. The main-drive
Gear 3 = 4 : 1, gear 2 = 6.4 : 1, gear 1= 12 : 1 and pinion and driven gear on lay shaft has a speed ratio of
reverse gear = 14.4 : 1. The permanent speed reduc-
S 2. Calculate the number of teeth in all the gears assum-
tion is 4 : 1 at the rear axle. ing minimum number of teeth is 18, and reverse speed
The speed of the lay shaft is half the speed of the ratio is 6.0. (Refer to Fig. 29-8 for 5-speed gearbox).
clutch shaft. The maximum number of teeth at clutch Calculate actual speed ratios.
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E
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Figure 29-9
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