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SAE TECHNICAL
PAPER SERIES 2008-01-1710
S. D. Evans
Lubrizol Limited
400 Commonwealth Drive, Warrendale, PA 15096-0001 U.S.A. Tel: (724) 776-4841 Fax: (724) 776-0790 Web: www.sae.org
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2008-01-1710
S. D. Evans
Lubrizol Limited
Copyright © 2008 SAE International
ABSTRACT INTRODUCTION
In general the mechanical design and function of Effective lubricant design is essential for the efficient
synchronized manual transmissions has remained operation of the modern manual transmission in
relatively constant over the years, with incremental today’s passenger cars and commercial vehicles.
improvements in components, gears, bearings, seals,
synchronizers and fluids continuing to advance the Seven driveline oils, shown in Table 1 below, were
quality of the overall product. evaluated in a controlled program. Of these seven
oils there were two reference products: a
Marketplace demands generally drive improvements commercially available gear oil meeting API GL-4
which are primarily aimed at durability and shift classification and an automatic transmission fluid
quality. Recently, however, advances in control and (ATF) meeting the type A suffix A performance level
actuation technology have led to a new generation of (TASA).
automated manual transmissions. As a result,
compatibility with electronic and valve components is Two of the oils tested were based on identical
becoming increasingly important. The synchronizers additive technology; only the viscosity grade and
and fluid are two components that can affect the base oil types were varied. The final three products
overall transmission performance experienced by the included two custom-designed manual transmission
end user. fluids (MTFs), one used extensively in commercial
vehicle applications, one used in passenger cars and
Historically, there has been a variety of synchronizer the third an API GL-4 boosted with a friction modifier.
materials, primarily brass for smaller vehicles such as
passenger cars and molybdenum-based products for Table 1 Details of oils evaluated
larger commercial vehicles. Recently sinter
compositions, carbon and also phenolic materials
have been used although mostly in Japan. Each
composition affords the designer different wear and
durability properties(1). For example, although sinter
is a copper-based alloy like brass the fluid does not
always respond to each in the same way. Thus, there
is a need to revise the fluid composition to obtain the
optimum performance with the synchronizer material
being used.
This paper studies the effect of fluids on the friction To achieve maximum benefit from the lubricant
performance of the brass synchronizer materials gearbox system it is essential that the rheological and
used by one of India’s leading original equipment chemical properties of the fluid are in balance with
manufacturers (OEM), Mahindra and Mahindra, the operating environment. Therefore sections on
during bench and vehicle testing. This paper also oxidation, shear stability, corrosion and friction
includes a range of key laboratory tests that provide a properties are included.
relative assessment of product performance.
Lubricants used in the past, such as those classified
as being API GL-4 products can not satisfy the multi-
faceted demands of customers and OEMs.
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The trend for today’s manual transmissions is to Such grades, provided they have been designed
combine the good qualities of an ATF, such as low correctly, offer the advantage of component
temperature performance and thermal stability, with protection at high operating temperatures, whilst
optimized friction demands to match the synchronizer making gear engagement easier at low temperatures,
design. which end users readily appreciate and is shown in
Figure 1 below.
Dedicated MTFs are so important that the Volvo
Corporation, for example forbids using standard API
GL-4 technology in their manual transmissions
instead favoring dedicated MTF fluids for both factory
and service fill. This illustrates a general industry
trend, particularly for top-tier fluids. More compact
transmission designs and component weight
reductions place greater emphasis on the lubricant’s
load carrying and pitting resistance. Aerodynamic
styling and noise legislation have reduced airflow
over the transmission resulting in higher transmission
operating temperatures.
products are still preferred. Exceptions exist, most having to last much longer in what has become a
noticeably for VW who require SAE 75W grades in tougher environment Therefore it becomes
their synthetic fluid specification TL 521 71 used in increasingly important for the lubricant to maintain its
their six-speed manual gearbox fluids. original viscosity profile.
Narrow Wide range
Kinematic viscosity
range
As a consequence, it has become very important for
at 100°C mm2/s 30 SAE SAE
80W-140 75W-140 the lubricant to resist degradation and to prevent the
SAE build up of sludge and deposits in the transmission.
20 85W-90 SAE
75W-90
SAE Sludge and deposits prevent oil flow to critical
75W-80
10 components. Oxidative degradation leads to oil
Temperature °C for
-12
M thickening which when coupled with deposits on the
metal surfaces results in reduced heat transfer and
Brookfield viscosity
of 150,000 mPas max
-26
T transmission efficiency. Oil oxidation products are
often highly acidic and can corrode metal surfaces. It
-40
F is important to be aware that carbonaceous deposits
can build up on the oil seal lip, giving rise to leakage
Figure 2 SAE viscosity grade typical characteristics and possible chemical attack of the seal lip surface.
The heavier grades illustrated above such as SAE There are a variety of testing methods to assess
75W-140 are predominantly used for rear axle fluids. lubricant oxidative and thermal stability, including the
CEC L-48-A-00(B), ASTM L60-1 and the ISOT. A
The oils evaluated in this paper had a range of summary of these test methods is given in Table 4.
viscosity profiles and all are commercially available in
India today. The details are shown in Table 3 below. Table 4 Comparison of oxidation tests
The data clearly shows that depending on the Table 6 – Corrosion performance
formulation used the products deliver very different
results. The key data in the above table is the
viscosity increase, the aspect or cleanliness of the
test tubes and blotter spot (often referred to as
dispersancy).
6
ASTM D130 or copper strip test, also provide useful
4
insights into product performance.
2
0
The anti-corrosion performance properties of the Ref SGX T A B S D
% shear at EOT 3.64 8.09 18.31 4.21 6.46 12.96 11.91
seven lubricants evaluated in this work are shown EOT KV @ 100°C 13.49 13.97 5.98 13.2 14.47 12.43 12.06
product shears by more than double that of the next In a manual transmissions synchronization system,
highest product, oil SGX. The already low viscosity of the synchronizer blocker ring is of special importance
the ATF coupled with a high shear value, ultimately for the shift behaviour. The synchronizer blocker ring
could lead to field concerns with the formulation, synchronizes two transmission parts rotating at
primarily because it would operate more in a different speeds in the shortest time possible and with
boundary lubrication condition whilst also having little effort.
lower antiwear protection compared to API GL-4 and
MTF products. The data also indicates only oils SGX It is important to understand the gear shifting process
and B comply with SAE J306 guidelines. when evaluating manual transmission fluids for their
effect on synchronizers and gear shift quality.
Synchromesh Performance
When shifting gears, the driver transmits an axial
In 1975 synchronized manual transmissions began to force over the shift lever, the shift linkage and the
dominate European trucks. Passenger car manual shift fork to the sleeve. As the sleeve moves, the
transmissions preceded this trend. Figure 5 shows synchronizer ring is forced by spring-loaded struts
the increase in trucks over time, until reaching their onto the mating cone surface of the gear. This shift
dominance today. phase is called pre-synchronizing.
Equation 1.
Figure 7 shows an example of a section of a brass
synchronizer ring with the lands magnified.
Tc = Fa . μc . Rc > Ti
sinα
Tc = cone torque
Fa = axial force
μc= dynamic coefficient between ring and cone
Ti = index torque
Rc = mean cone radius
α = cone angle
Whilst the need for synchromesh durability testing is The speed, load and temperature conditions can be
recognized even to the extent of evaluating pre-aged controlled to give the desired test conditions. The
oils in synchronizers the purpose of the evaluations in apparatus can be used to run short, discrete tests to
this paper was to establish the relative performance measure simple frictional properties or longer, multi-
of the formulations in bench screening and full vehicle cycle programs to assess the friction durability of the
assessments. fluid and friction material combination. The rig is
particularly useful for rapid screening of the relative
Brass performance of fluids, rather than absolute friction
values(8).
One of the ways to combat wear in brass for example
is to alloy it with other metals such as manganese. For the current evaluation the friction material was a
Table 7 shows various brass formulations used in brass manufactured by Otto Fuchs Metalwerke, and
some of today’s transmissions. is composed of alloy 2210.08, (CuZn40Al2), which is
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Friction C o efficient
01:00
Friction C oefficien t
01:00
0.1000
02:00
03:00
04:00
05:00
0.1400 06:00
0.0800
07:00
08:00
0.1200 00:00
Friction C oefficient
01:00
02:00 0.0600
03:00 0.000 0.200 0.400 0.600 0.800 1.000 1.200
0.1000 04:00
05:00
Linear Speed (m/s)
06:00
07:00
0.0800 08:00
0.1200
Figure 8 Reference oil – poor result
00:00
Friction C oefficient
01:00
0.1000
02:00
0.1200
03:00
04:00
05:00
06:00
00:00 0.0800
07:00
Friction C oefficient
01:00
0.1000 08:00
02:00
03:00
04:00
05:00 0.0600
06:00 0.000 0.200 0.400 0.600 0.800 1.000 1.200
0.0800
07:00
Linear Speed (m/s)
08:00
0.0600
0.000 0.200 0.400 0.600 0.800 1.000 1.200 Figure 13 Oil S – excellent frictional response
Linear Speed (m/s)
00:00
0.1000
Friction C oefficient
01:00
0.1000
02:00
03:00
00:00 04:00
05:00
Friction C oefficient
01:00
02:00 06:00
0.0800
03:00 07:00
05:00
06:00
07:00
0.0600
08:00
0.000 0.200 0.400 0.600 0.800 1.000 1.200
0.0600
0.000 0.200 0.400 0.600 0.800 1.000 1.200
From the seven individual frictional graphs, it is o Each full test was repeated five times.
evident that each formulation responded differently to
the brass friction material. Oil S and oil D provide the o A separate oil flushing procedure was used
best overall frictional performance, which is shown by between test oil changes to minimise the
the repeatable frictional coefficient results relative to possibility of different oils influencing each other.
the linear speeds being used. A summary of the
results is provided below in Table 8. o Testing was repeated at 5, 10, 15 and 20ºC to
evaluate the impact of temperature on shift force
Table 8 Summary overview of frictional responses
o From the OEMs experience an engagement force
• 3 kg was considered unacceptable.
The data from the first and second gear shift effort
are shown in Figures 15 and 16:-
Clearly, oils S and D show much better frictional
response in this test, which is not unusual given that
both have been designed as dedicated MTF
products.
The test method used is briefly summarized below: Figure 15 Shift force effort 1st gear
It is apparent from this data that a change in the base products’ advantages have been clearly
oil type and viscometrics of a fluid can also influence demonstrated throughout this paper and are
the shift force requirement, as shown from the summarized in Table 10 below. They can be best
comparative data from oils A and B. Data from all the summarized as: modern manual transmission fluids
results has also been summarised in Table 9 below. now match those of the ATFs in terms of specialized
frictional behaviour, combined with oxidation and
Table 9 Summary of gear shift engagements thermal stability. They surpass ATFs in areas such as
wear protection and specialized synchromesh
frictional behaviour.
5.00
4.50
4.00
3.50
S hift force, kg
3.00
Min
2.50 Max
Delta
2.00
From this paper, the diversity of requirements for • Optimized synchronizer friction performance
modern manual transmission fluids has been seen. • Excellent friction durability
• Reduced gear shift effort – especially at lower
Where once API GL-4 fluids were used, today’s ambient temperatures
transmissions demand more sophisticated and • High thermal and oxidative stability
distinctive lubricants tailored to satisfy specific • Optimized load carrying ability
frictional requirements of the synchromesh systems. • Improved anti-corrosion performance
With the OEM-preferred viscometric profiles also
changing and the requirements for improved MTF additive technology is neither an ATF nor a gear
component protection over extended drain periods oil but a new technology that can be tailored to meet
being demanded it is clear dedicated fluids are the OEM’s specifications, designs and materials. Of
needed. course all of these requirements can be met if the
fluid to be used in such developments is included as
Globally, specification requirements are changing and part of the design process and the necessary
have resulted in more fluids being tailor-made for partners work in an open and co-operative
individual transmission types and designs. The environment.
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ACKNOWLEDGMENTS
REFERENCES
1. Influence of Additive Chemistry on Manual
Transmission Synchronizer Performance. B. M.
O’Connor, J. H. Van Mullekom, M. P. Gahagan,
R. Rank, W. Jahn. SAE paper 2002-01-1697.