A manual transmission (also known as a stick shift, straight drive, or standard transmission) is a type of transmission used in automotive applications. Manual transmissions often feature a driver-operated clutch and a movable gear selector, although some do not. Most automobile manual transmissions allow the driver to select any gear at any time, but some, such as those commonly mounted on motorcycles and some types of race cars, only allow the driver to select the next-highest or next-lowest gear ratio. This second type of transmission is sometimes called a sequential manual transmission.
Manual transmissions are characterized by gear ratios that are selectable by engaging pairs of gears inside the transmission. Conversely, automatic transmissions feature clutch packs to select gear ratio. Transmissions that employ clutch packs but allow the driver to manually select the current gear are called semi-automatic transmissions.
Contemporary automotive manual transmissions are generally available with four to six forward gears and one reverse gear, although manual transmissions have been built with as few as 2 and as many as 7 gears. Some manuals are referred to by the number of forward gears they offer (e.g., 5-speed) as a way of distinguishing between automatic or other available manual transmissions. In contrast, a 5-speed automatic transmission is referred to as a 5-speed automatic.
Other types of transmission in mainstream automotive use are the automatic transmission, semi-automatic transmission, and the continuously variable transmission.
Manual transmissions come in two basic types: simple unsynchronized systems, where gears are spinning freely and their relative speeds must be synchronized by the operator to avoid noisy and damaging "clashing" and "grinding" when trying to mesh the rotating teeth; and synchronized systems, which eliminate this necessity while changing gears.
When upshifting, the speed of the gear driven by the engine had to drop to match the speed of the next gear; as this happened naturally when the clutch was depressed, it was just a matter of skill and experience to hear and feel when the gears managed to mesh. However, when downshifting, the gear driven by the engine had to be sped up to mesh with the output gear, requiring engagement of the clutch for the engine to speed up the gears. Double declutching, that is, shifting once to neutral to speed up the gears and again to the lower gear, is sometimes needed. In fact, such transmissions are often easier to shift from without using the clutch at all. The clutch, in these cases, is only used for starting from a standstill. This procedure is common in racing vehicles and most production motorcycles.
Even though automotive transmissions are now almost universally synchronised, heavy trucks and machinery as well as dedicated racing transmissions are still usually nonsynchromesh transmissions, known colloquially as "crashboxes", for several reasons. Being made of brass, synchronizers are prone to wear and breakage more than the actual gears, which are cast iron, and the rotation of all the sets of gears at once results in higher frictional losses. In addition, the process of shifting a synchromesh transmission is slower than that of shifting a nonsynchromesh transmission. For racing of production based transmissions, sometimes half the dogs on the synchros are removed to speed the shifting process, at the expense of much more wear.
Similarly, most modern motorcycles still utilise unsynchronised transmissions. Synchronisers are generally not necessary or desirable in motorcycle transmissions. The low gear inertias and higher strengths mean that 'forcing' the gears to alter speed is not damaging, and the selector method on modern motorcycles (pedal operated) is not conducive to having the long shift time of a synchronised gearbox. Because of this, it is still necessary to synchronise gear speeds by 'blipping-the-throttle' when shifting into a lower gear on a motorcycle.
Most modern cars are fitted with a synchronised gear box, although it is entirely possible to construct a constant mesh gearbox without synchromesh, as found in motorcycle for example. In a constant mesh gearbox, the gears of the different transmission speeds are always in mesh and rotating, but the gears are not directly rotationally connected to the shafts on which they rotate. Instead, the gears can freely rotate or be locked to the shaft on which they are carried. The locking mechanism for any individual gear consists of a collar on the shaft which is able to slide sideways so that teeth or "dogs" on its inner surface bridge two circular rings with teeth on their outer circumference; one attached to the gear, one to the shaft. (One collar typically serves for two gears; sliding in one direction selects one transmission speed, in the other direction selects the other) When the rings are bridged by the collar, that particular gear is rotationally locked to the shaft and determines the output speed of the transmission. In a synchromesh gearbox, to correctly match the speed of the gear to that of the shaft as the gear is engaged, the collar initially applies a force to a cone-shaped brass clutch which is attached to the gear, which brings the speeds to match prior to the collar locking into place. The collar is prevented from bridging the locking rings when the speeds are mismatched by synchro rings (also called blocker rings or balk rings, the latter being spelled "baulk" in the UK). The gearshift lever manipulates the collars using a set of linkages, so arranged so that only one collar may be permitted to lock only one gear at any one time; when "shifting gears", the locking collar from one gear is disengaged and that of another engaged. In a modern gearbox, the action of all of these components is so smooth and fast it is hardly noticed.
The first synchronized transmission system was introduced by Cadillac in 1929. The modern cone system was developed by Porsche and introduced in the 1952 Porsche 356; cone synchronizers were called "Porsche-type" for many years after this. In the early 1950s only the second-third shift was synchromesh in most cars, requiring only a single synchro and a simple linkage; drivers' manuals in cars suggested that if the driver needed to shift from second to first, it was best to come to a complete stop then shift into first and start up again. With continuing sophistication of mechanical development, however, fully synchromesh transmissions with three speeds, then four speeds, five speeds, six speeds and so on became universal by the 1960s. Reverse gear, however, is usually not synchromesh, as there is only one reverse gear in the normal automotive transmission and changing gears in reverse is not required.
Like other transmissions, a manual transmission has several shafts with various gears and other components attached to them. Typically, there are three shafts: an input shaft, a countershaft and an output shaft. The countershaft is sometimes called a layshaft.
The input and output shaft lie along the same line, and may in fact be combined into a single shaft within the transmission. This single shaft is called a mainshaft. The input and output ends of this combined shaft rotate independently, at different speeds, which is possible because one piece slides into a hollow bore in the other piece, where it is supported by a bearing. Sometimes the term mainshaft refers to just the input shaft or just the output shaft, rather than the entire assembly.
In some transmissions, it's possible for the input and output components of the mainshaft to be locked together to create a 1:1 gear ratio, causing the power flow to bypass the countershaft. The mainshaft then behaves like a single, solid shaft, a situation referred to as direct drive.
Even in transmissions that do not feature direct drive, it's an advantage for the input and output to lie along the same line, because this reduces the amount of torsion that the transmission case has to bear.
Under one possible design, the transmission's input shaft has just one pinion gear, which drives the countershaft. Along the countershaft are mounted gears of various sizes, which rotate when the input shaft rotates. These gears correspond to the forward speeds and reverse. Each of the forward gears on the countershaft is permanently meshed with a corresponding gear on the output shaft. However, these driven gears are not rigidly attached to the output shaft: although the shaft runs through them, they spin independently of it, which is made possible by bearings in their hubs. Reverse is typically implemented differently, see the section on Reverse.
When the transmission is in neutral, and the clutch is disengaged, the input shaft, clutch disk and countershaft can continue to rotate under their own inertia. In this state, the engine, the input shaft and clutch, and the output shaft, all rotate independently.
Locking the output shaft with a gear is achieved by means of a dog clutch selector. The dog clutch is a sliding selector mechanism which is splined to the output shaft, meaning that its hub has teeth that fit into slots (splines) on the shaft, forcing it to rotate with that shaft. However, the splines allow the selector to move back and forth on the shaft, which happens when it is pushed by a selector fork that is linked to the gear lever. The fork does not rotate, so it is attached to a collar bearing on the selector. The selector is typically symmetric: it slides between two gears and has a synchromesh and teeth on each side in order to lock either gear to the shaft.
The synchronizer has to change the momentum of the entire input shaft and clutch disk. Additionally, it can be abused by exposure to the momentum and power of the engine itself, which is what happens when attempts are made to select a gear without fully disengaging the clutch. This causes extra wear on the rings and sleeves, reducing their service life. When an experimenting driver tries to "match the revs" on a synchronized transmission and force it into gear without using the clutch, it is actually the synchronizer that makes up for any discrepancy in RPM, deceiving the driver into an exaggerated sense of how much human skill was involved.
Thus, in other words, when reverse gear is selected, in fact it is actual gear teeth that are being meshed, with no aid from a synchronization mechanism. For this reason, the output shaft must not be rotating when reverse is selected: the car must be stopped. In order that reverse can be selected without grinding even if the input shaft is spinning inertially, there may be a mechanism to stop the input shaft from spinning. The driver brings the vehicle to a stop, and selects reverse. As that selection is made, some mechanism in the transmission stops the input shaft. Both gears are stopped and the idler can be inserted between them. There is a clear description of such a mechanism in the Honda Civic 1996-1998 Service Manual, which refers to it as a "noise reduction system":
A reverse gear implemented this way makes a loud whining sound, which is not heard in the forward gears. The teeth on the forward gears of consumer automobiles are helically cut. When helical gears rotate, their teeth slide together, which results in quiet operation. In spite of all forward gears being always meshed, they do not make a sound that can be easily heard above the engine noise. By contrast, reverse gears are spur gears, meaning that they have straight teeth, in order to allow for the sliding engagement of the idler, which would not be possible with helical gears. The teeth of spur gears clatter together when the gears spin, generating a characteristic whine.
It is clear that the spur gear design of reverse gear represents some compromises—less robust, unsynchronized engagement and loud noise—which are acceptable due to the small volume of driving that takes place in reverse.
The distribution of the shifters is also a matter of design; it need not be the case that all of the free-rotating gears with selectors are on one shaft, and the permanently splined gears on the other. For instance a five speed transmission might have the first-to-second selectors on the countershaft, but the third-to-fourth selector and the fifth selector on the mainshaft, which is the configuration in the 1998 Honda Civic. This means that when the car is stopped and idling in neutral with the clutch engaged input shaft spinning, the third, fourth and fifth gear pairs do not rotate.
A sample layout of a four-speed transmission is shown below. N marks neutral, or the position where no gears are engaged. In reality, the entire horizontal line is a neutral position, although the shifter is usually equipped with springs so that it will return to the N position if not left in another gear. The R denotes reverse, which is technically a fifth gear on this transmission.
This layout is called the shift pattern. Because of the shift quadrants, the basic arrangement is often called an H-pattern. While the layout for gears one through four is nearly universal, the location of reverse is not. Reverse can be found outside of the quadrant at the upper left (late 1960s GM models and AMC models), lower left (Toyota Land Cruiser FJ), or the lower right (Jeep CJ7, Datsun models, and Honda Civic), so caution is always warranted in gear selection. The shift pattern for a specific transmission is usually printed on the shifter knob.
The image below shows the most common five-speed layout found in the United States.
This layout is reasonably intuitive because it starts at the upper left and works top to bottom, left to right, with reverse far away and toward the rear of the car. There is usually a mechanism that only allows selection of reverse from the neutral position, so reverse will be less likely to be accidentally chosen when downshifting from 5th to 4th (or by someone used to a 6-speed transmission and trying to shift from 5th to the non-existent 6th).
This five-speed layout, found on a number of older models including Lamborghinis, is commonly referred to as a "dog-leg" pattern, because of the "up and over" 1-2 shift. Its use, especially on sports cars, has since been deprecated because the long, offset 1-2 shift can have a notable effect on a car's acceleration, especially from 0-60 mph.
Another five-speed shift pattern (common on many European cars) is this:
Transmissions equipped with this shift pattern usually feature a lockout mechanism that requires the driver to depress a switch or the entire gear lever when entering reverse, so that reverse is not accidentally selected when trying to find first gear.
A typical pattern for the more modern six-speed transmission is shown here
A six-speed manual transmission (seven speeds with reverse) is widely considered to be the largest number of gears that can be contained within a variation of the "H" shift pattern. It is for this reason that BMW, after succumbing to American market pressures for a conventional manual transmission in their M5 and M6 models, was forced to switch from a seven-speed sequential gearbox to a six-speed conventional manual. Note that reverse is placed outside of the "H", with a canted shift leg. This is to prevent the shift lever from intruding too far into the driver's footwell when reverse is selected. This is the most common layout for a six-speed manual transmission.
Most front-engined, rear-wheel drive cars have a transmission that sits between the driver and the front passenger seat. Floor-mounted shifters are often connected directly to the transmission. Front-wheel drive and rear-engined cars often require a mechanical linkage to connect the shifter to the transmission.
A 4-speed floor shifter is sometimes referred to as "Four on the Floor".
Column shifters are mechanically similar to floor shifters, although shifting occurs in a vertical plane instead of a horizontal one. Column shifters also generally involve additional linkages to connect the shifter with the transmission.
The 3-speed shift pattern is typical of American cars, trucks, and vans produced with manual transmissions until the 1950s and 1960s. This pattern is not "intuitive", as the shifter has to be moved forward (into R) to make the car go backward (and vice-versa).
First gear in a 3-speed is often called "low," while third is usually called "high." There is, of course, no overdrive.
A 3-speed column shifter is sometimes referred to as "Three on a Tree".
Note that reverse in a car with a column shift is in nearly the same position as park (P) is on a car with a column-mounted gear selector with an automatic transmission.
Some automakers, including Mercedes-Benz and Toyota, have made 4- and even 5-speed column-mounted shifters (the Toyota Hiace van had a "five on the tree" shifter well into the 1990s).
Sequential transmissions are generally controlled by a forward-backward lever, foot pedal, or set of paddles mounted behind the steering wheel. In some cases, these are connected mechanically to the transmission. In many modern examples, these controls are attached to sensors which instruct a transmission computer to perform a shift—many of these systems can be switched into an automatic mode, where the computer controls the timing of shifts, much like an automatic transmission.
Motorcycles typically employ sequential transmissions, although the shift pattern is modified slightly for safety reasons. In a motorcycle the gears are usually shifted with the left foot pedal, the layout being this:
5
4 ┘
3 ┘
2 ┘
N
1
The pedal goes one step - both up and down - from the center, before it reaches its limit and has to be allowed to move back to the center position. Thus, changing multiple gears into one direction is accomplished by repeatedly pumping the pedal, either up, or down. Although neutral is listed as being between first and second gears for this type of transmission, it "feels" more like first and second gear are just "further away" from each other than any other two sequential gears. For inexperienced riders, this can lead to difficulty in finding neutral. The reason neutral does not actually have its own spot in the sequence is to make it quicker to shift from first to second when moving. You will not accidentally shift into neutral. The reason for having neutral between the first and second gears instead of at the bottom is that when stopped, the rider can just click down repeatedly and know that they will end up in first and not neutral.
These transmissions vary from sequential transmissions in that they still allow nonsequential shifts: BMWs SMG system, for example, can shift from 6th gear directly to 4th gear when decelerating from high speeds.
Sports cars are also often equipped with manual transmissions because they offer more direct driver involvement and better performance. Off-road vehicles and trucks often feature manual transmissions because they allow direct gear selection and are often more rugged than their automatic counterparts.
Very heavy trucks also feature manual transmissions because they are efficient and, more importantly, can withstand the severe stress encountered in hauling heavy loads.
Conversely, manual transmissions are no longer popular in many classes of cars sold in North America, although they remain dominant in Europe. Nearly all cars are available with an automatic transmission option, and family cars and large trucks sold in the US are predominantly fitted with automatics. In Europe and Asia most cars are sold with manual transmissions. Most luxury cars are only available with an automatic transmission. In situations where automatics and manual transmissions are sold side-by-side, the manual transmission is the base equipment, and the automatic is optional—although the automatic is sometimes available at no extra cost. Some cars, such as rental cars and taxis, are nearly universally equipped with automatic transmissions in countries such as the US, but the opposite is true in Europe.
In some countries, such as the United Kingdom, Germany and Japan, when a driver takes the licensing road test using an automatic transmission, the resulting license is restricted to the use automatic transmissions. Consequently, people who wish to obtain an unrestricted license take extra lessons to learn manual. This formal treatment of the manual transmission skill seems to maintain the widespread use of the manual transmission, rather than to diminish it. Some new drivers worry that their restricted driver's license will become an obstacle for them in a culture where many cars have manual transmissions, so they take the extra lessons to obtain a full license. By means of this exposure, many new drivers become manual transmission drivers.
In Europe, where manual transmissions are predominant, the traffic rules and control mechanisms are optimized for manual transmission driving, and consequently serve to keep stickshifts entrenched in the motorist culture. Much more awareness of right-of-way is required, and a greater emphasis is placed on yielding right of way by slowing down rather than being required to come to an unconditional full stop regardless of whether an intersection is busy.
Many intersections identify a right-of-way path through the crossing by a special diagram, and often legally require cars arriving by the non-right-of-way paths only to yield rather than come to a full stop. In some countries a yellow diamond indicates that this is a right-of-way road, and a gray diamond (or a yellow one with a black forward-slash across it) indicates the termination of right-of-way. In the UK and Ireland the termination of a right of way is indicated by "Give Way" and "Yield" respectively.
In some countries, such as Germany, Hong Kong and the UK, traffic lights have an extra transition from 'red' to 'yellow plus red' just before green, to allow manual transmission drivers time to shift from neutral to first and begin clutch engagement.
City streets are typically arranged according to a pattern that resembles a spider web, rather than a grid: streets which are approximately circular (such as the Ringstraße around Vienna) concentrically encircle the city core, intersected by radial streets that emanate from the centre. One can drive to a desired location in the city by following one of these rings, and then turn into the correct cross street. The traffic lights along the rings can be timed such that the traffic rarely has stop. In fact, it's possible to encircle the city several times without ever stopping at a red light, or having to yield right-of-way to another traffic flow.
All of these features of these traffic systems promote traffic flow, and reduce wear on all those millions of clutches, as well as millions of drivers' nerves.
Manual transmissions are lubricated with gear oil, which must be changed periodically in some cars, although not as frequently as the automatic transmission fluid in a vehicle so equipped. (Some manufacturers specify that changing the gear oil is never necessary except after transmission work or to rectify a leak.)
Gear oil has a characteristic aroma, due to the addition of molybdenum disulfide compounds, to lubricate the large degree of sliding friction seen by the teeth due to their helical cut, which in turn is done to eliminate the characteristic whine of straight cut gears. Some manufacturers, however, such as Honda, do not use this additive in their gear lube, specifying regular motor oil until recently, and now their own brand of gear lube which seems to be an enhanced version of motor oil. On motorcyles with "wet" clutches (clutch is bathed in engine oil), there is usually nothing separating the lower part of the engine from the transmission, so the same oil lubricates both the engine and transmission.
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