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Transmissions and driveline     CHAPTER 5.1

             Firstly, considering the temperature constraints. Many    High-temperature capability – What is the highest
           transmission units are installed under the bonnet (hood),  temperature the transmission can see in service?
           alongside, and attached to, the engine. The influence of  Remember it is very difficult to specify ‘excursions’
           the engine, cooling pack and exhaust system, together  to high temperatures, as it is almost impossible to
           with any air ducting, can lead to extremely high air tem-  predict the duration and frequency over the life of
           peratures around the transmission. This air temperature  a vehicle
           can certainly reach similar temperatures to the required    Viscosity grade and load carrying additives – What
           temperature of the transmission oil. Unless the trans-  grade of oil is required to provide adequate gear
           mission has cooling oil piped to a remote cooler or heat  and bearing life? In certain cases this is as dependent
           exchanger, the unit must rely on convection to remove any  on the action of the additives as on the base oil.
           excess heat. This is obviously only possible if there is air of    Air release and foaming – This tendency of the oil can
           a lower temperature than the oil passing over the outside  be vital in certain cases. If the oil behaves badly, it can
           of the casing.                                       lead to oil being ejected from the breather
             Ideally, the transmission oil temperature will warm up  system.
           quickly on start-up of the vehicle, particularly if the    Corrosion inhibition – Components within the trans-
           ambient temperatures are near or below freezing. This  mission do get exposed to moisture, mostly from
           will enable the transmission to operate efficiently for as  condensation. Because of this, the oil needs to pre-
           much of the time as possible. The transmission oil will  vent the surfaces from corroding, particularly while
           obviously start near to the ambient air temperature and  the transmission is stood for a long duration.
           at low temperatures can be extremely viscous. This can    Friction modification – The level of friction, which
           be a severe problem with automatic and CVT trans-    occurs at the rubbing surface of some parts, needs
           missions particularly as the lubricant also acts as a hy-  to be controlled within certain limits. An example of
           draulic control fluid so fluidity is important.        this is in automatic gearbox clutch packs, where too
             At the other operating extreme we will want to pre-  high a friction could cause problems as significant as
           vent the oil getting too hot and compromising the dura-  too low a value.
           bility of the oil itself or the components in the unit.    Viscosity modification – The viscosity grade of the
           Maximum operating temperatures are often around 140  base oil used may not be quite what is required.

           or 150 C, but it should be noted that these temperatures  Additives can be used to improve the rate at which
           require a modern specification lubricant. Many older  viscosity changes with temperature, providing that

           formulations will start to degrade much above 110 C. It  the oil is thicker at high temperatures to protect the
           can sometimes be very difficult to control the lubricant to  running parts, while retaining the required fluidity at
           a reasonable upper operating limit when the vehicle is  low temperatures.
           operating in high ambient temperatures and working
           hard. For example when towing a trailer with ambients  Finally, other aspects of the operating environment

           around 50 C in the Gulf States.                    also need to be considered. The corrosion of the outside
             From the above discussion, it can be seen that the  of the transmission case is rarely too much of a concern,
           control of the lubricant temperature is not a trivial  but if ferrous materials are used then they may need to be
           problem and many companies are working towards     protected by painting. Similarly, immersion in water is
           management of the transmission in much the same way  unlikely to cause a significant problem, but for off road
           as the engine. That is warming the unit up quickly with  vehicles, this needs to be considered along with possible
           waste heat from the engine but then controlling the  damage from rough terrain or sand etc. Tests on the
           upper temperature, perhaps to a temperature below that  transmission will be used to validate the design and could
           of the engine coolant. Simply linking the cooling systems  include salt spray, wading, and various types of off road
           of the engine and gearbox is not necessarily the answer.  driving. The environment within the engine bay may also
           Part of this development also entails careful consider-  require the outer transmission parts to resist degradation
           ation of the lubricant itself.                     from fuels, antifreeze, brake fluid, etc.
             There is not the space here to discuss the choice of
           lubricant in any depth. It is perhaps, sufficient to high-  5.1.6.2 Efficiency
           light some of the main considerations.
                                                              Before continuing with this section, an important point
             Cold-temperature fluidity – Does the lubricant have  to appreciate is that the efficiency (or losses) of a trans-
             to act as a hydraulic fluid? If so, how cold is the  mission unit can be considered in three ways:
             transmission expected to operate, and how critical is    The load (torque) related efficiency, this occurs
             immediate pressure or oil flow from the pump?       largely as a result of the friction losses at the gear



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