938H Wheel Loader and IT38H Integrated Toolcarrier Power Train Caterpillar


Transmission Hydraulic Control Operation

Usage:

938H JKM

General Information




Illustration 1g01429476

(1) Gear

(2) Hub assembly

(3) Input shaft assembly

(4) Clutch 1

(5) Gear

(6) Clutch 2

(7) Gear

(8) Hub assembly

(9) Shaft assembly

(10) Gear

(11) Gear

(12) Hub assembly

(13) Gear

(14) Gear

(15) Gear

(16) Gear

(17) Clutch 4 (second speed)

(18) Gear

(19) Shaft assembly

(20) Gear

(21) Hub assembly

(22) Hub assembly

(23) Clutch 3 (reverse)

(24) Gear

(25) Gear

(26) Hub assembly

(27) Shaft assembly

(28) Clutch 6 (first speed)

(29) Gear

(30) Clutch 5 (third speed and fourth speed)

(31) Wave spring

(32) Balance seal assembly

(33) Output shaft assembly

(34) Parking brake assembly




Illustration 2g01092462

(4) Clutch 1 (forward low)

(6) Clutch 2 (forward high)

(17) Clutch 4 (second speed)

(23) Clutch 3 (reverse)

(28) Clutch 6 (first speed)

(30) Clutch 5 (third speed and fourth speed)

(41) Pump oil

(42) Torque converter oil

(43) Lubricating oil

(44) Machine ECM

(45) Transmission relief valve

(46) Torque converter

(48) Torque converter outlet relief valve

(49) Oil cooler

(55) Torque converter inlet relief valve

(56) Sump

(57) Pump

(58) Filter

(59) Return oil

(60) Dash panel

(61) Engine ECM

(62) Engine speed sensor

(63) Ride control switch

(64) Downshift switch

(65) Shift lever

(66) Direction control switch

(67) Neutral override switch

(68) Parking brake switch

(69) Can Data Link

(70) Brake pressure sensor

(71) Autoshift switch

(72) Key start switch

(73) Torque converter output speed sensor

(74) Transmission intermediate speed sensor 1

(75) Torque converter oil temperature sensor

(76) Transmission output speed sensor 1

(77) Transmission intermediate speed sensor 2

(78) Transmission oil temperature sensor

(79) Transmission output speed sensor 2




Illustration 3g01092701

Transmission Hydraulic System

(4) Clutch 1 (forward low)

(6) Clutch 2 (forward high)

(17) Clutch 4 (second speed)

(23) Clutch 3 (reverse)

(28) Clutch 6 (first speed)

(30) Clutch 5 (third speed and fourth speed)

(35) Solenoid for clutch 1 (forward low)

(36) Solenoid for clutch 4 (second speed)

(37) Solenoid for clutch 5 (third speed and fourth speed)

(38) Solenoid for clutch 6 (first speed)

(39) Solenoid for clutch 3 (reverse)

(40) Solenoid for clutch 2 (forward high)

(41) Pump oil

(42) Torque converter oil

(43) Lubricating oil

(44) Machine ECM

(45) Transmission relief valve

(46) Torque converter

(47) Modulating valve for clutch 2 (forward high)

(48) Torque converter outlet relief valve

(49) Oil cooler

(50) Modulating valve for clutch 4 (second speed)

(51) Modulating valve for clutch 5 (third speed and fourth speed)

(52) Modulating valve for clutch 6 (first speed)

(53) Modulating valve for clutch 3 (reverse)

(54) Modulating valve for clutch 1 (forward low)

(55) Torque converter inlet relief valve

(56) Sump

(57) Pump

(58) Filter

(59) Return oil

The machine ECM (44) determines the proper clutches that need to be engaged. The proper clutch engagement is based on the inputs to the machine ECM. Some of the inputs that are considered are machine speed, engine speed and operator inputs.

When the engine is started, the transmission oil pump (57) pulls oil from the sump (56). Transmission oil pump (57) sends pump oil (41) through transmission oil filter (58). Pressurized transmission oil flows from the transmission oil filter to the oil inlet in the transmission housing. The pressurized oil flows through an internal passage of the transmission housing. The oil then flows to the transmission relief valve (45). The pressurized oil flows out of the transmission relief valve and into the following modulating valves: (7), (9), (11), (13), (16) and (18).

The oil in the clutches that are not engaged is sent back to sump (56) and the oil becomes return oil (59) .

The transmission relief valve (45) controls the pressure of the pump oil (41) that is supplied to the modulating valves. The transmission relief valve (45) directs the unneeded pump oil to the torque converter (46) as torque converter oil (42). Torque converter outlet oil flows through torque converter outlet relief valve (48) to oil cooler (49) as lubrication oil (43). After the oil cools, the oil flows through the lubrication system and to the sump (56) .

Table 1 gives the combination of the clutches that are engaged for each forward and each reverse speed. There is a modulating valve for each clutch. The modulating valve directs pressurized oil to the clutch in order to engage the clutch. A solenoid is located on each modulating valve. The solenoid controls the modulating valve spool. The machine ECM controls the solenoids.

Table 1
    First speed forward     Second speed forward     Third speed forward     Fourth speed forward     Neutral     First speed reverse     Second speed reverse     Third speed reverse    
Clutch 1 (forward low)     X     X     X                        
Clutch 2 (forward high)                 X                    
Clutch 3 (reverse)                         X     X     X    
Clutch 4 (second speed)         X                     X        
Clutch 5 (third speed and fourth speed)             X     X     X             X    
Clutch 6 (first speed)     X                     X            

The countershaft transmission is a power shift transmission that has four forward speeds and three reverse speeds. The transmission has six clutches that are engaged hydraulically. Five of the clutches are disengaged by a coil spring. Clutch 6 (28) is disengaged by wave spring (31) and balance seal assembly (32). The balance seal assembly helps prevent the clutch from dragging if an engine overspeed condition occurs.

Balance seal assembly (32) and wave spring (31) are assembled inside the clutch piston. When clutch 6 is not engaged the force from the wave spring (31) and the pressure from the lube oil combine in order to move the clutch piston to the clutch disengaged position.

The transmission has five shafts: Input shaft assembly (3), output shaft assembly (33) and three gear shafts. Input shaft assembly (3) is driven by the torque converter turbine. Shaft assembly (9) contains clutch 1 (4) (forward low) and clutch 2 (6) (forward high). Shaft assembly (19) contains clutch 3 (23) (reverse) and clutch 4 (17) (second speed). Shaft assembly (27) contains clutch 5 (30) (third speed and fourth speed) and clutch 6 (28) (first speed).

Parking brake assembly (34) is mounted to the transmission case.

Each of the three transmission shafts that carry clutches have three internal oil passages. One passage is for carrying the oil for the lubrication and cooling of the clutches, bearings and gears. The other two passages are for carrying pressure oil for the engagement of the clutches on each shaft.

In order to transfer power through the transmission, a speed clutch and a direction clutch must be engaged.

Torque converter inlet relief valve (55) limits the torque converter inlet oil pressure in order to protect the torque converter.

First Speed Forward




Illustration 4g01093303

(4) Clutch 1 (forward low)

(28) Clutch 6 (first speed)

(41) Pump oil

(42) Torque converter oil

(43) Lubricating oil

(44) Machine ECM

(45) Transmission relief valve

(46) Torque converter

(48) Torque converter outlet relief valve

(49) Oil cooler

(52) Modulating valve for clutch 6 (first speed)

(54) Modulating valve for clutch 1 (forward low)

(55) Torque converter inlet relief valve

(56) Sump

(57) Pump

(58) Filter

(59) Return oil

The machine ECM (44) determines the proper clutches that need to be engaged. The proper clutch engagement is based on the inputs to the machine ECM. Some of the inputs that are considered are machine speed, engine speed, and operator inputs.

The machine electronic control module (ECM) modulates the electrical current that is sent to the selected clutch solenoids. The clutch solenoids are located on the modulating relief valves. Modulating the current to the clutch solenoid controls the clutch pressure by shifting the spool in the modulating valve.

When the transmission direction and speed control lever is moved to the FIRST SPEED FORWARD position, both the solenoid on the modulating valve for clutch 6 (52) (first speed) and the solenoid on the modulating valve for clutch 1 (54) (forward low) are energized. When the solenoid on the modulating valve for clutch 1 (47) is energized, modulating valve (54) directs pump oil (41) to clutch 1 (4) in order to engage the clutch. When the solenoid on the modulating valve for clutch 6 (52) is energized, the modulating valve directs pump oil (41) to clutch 6 (28) in order to engage the clutch.

The oil in the clutches that are not engaged is sent back to sump (56) and the oil becomes return oil (59) .

The transmission relief valve (45) controls the pressure of the pump oil (41) that is supplied to the modulating valves. The transmission relief valve (45) directs the unneeded pump oil to the torque converter (46) as torque converter oil (42). Torque converter outlet oil flows through torque converter outlet relief valve (48) to oil cooler (49) as lubrication oil (43). After the oil cools, the oil flows to the transmission for transmission lubrication. After the transmission is lubricated and cooled the oil drains to the sump (56) .

Torque converter inlet relief valve (55) limits the torque converter inlet oil pressure in order to protect the torque converter.

Second Speed Forward




Illustration 5g01093323

(4) Clutch 1 (forward low)

(17) Clutch 4 (second speed)

(41) Pump oil

(42) Torque converter oil

(43) Lubricating oil

(44) Machine ECM

(45) Transmission relief valve

(46) Torque converter

(48) Torque converter outlet relief valve

(49) Oil cooler

(50) Modulating valve for clutch 4 (second speed)

(54) Modulating valve for clutch 1 (forward low)

(55) Torque converter inlet relief valve

(56) Sump

(57) Pump

(58) Filter

(59) Return oil

The machine ECM (44) determines the proper clutches that need to be engaged. The proper clutch engagement is based on the inputs to the machine ECM. Some of the inputs that are considered are machine speed, engine speed, and operator inputs.

The machine electronic control module (ECM) modulates the electrical current that is sent to the selected clutch solenoids. The clutch solenoids are located on the modulating relief valves. Modulating the current to the clutch solenoid controls the clutch pressure by shifting the spool in the modulating valve.

When the transmission direction and speed control lever is moved to the SECOND SPEED FORWARD position, both the solenoid on the modulating valve for clutch 4 (50) (second speed) and the solenoid on the modulating valve for clutch 1 (54) (forward low) are energized. When the solenoid on the modulating valve for clutch 1 (54) is energized, the modulating valve directs pump oil (24) to clutch 1 (4) in order to engage the clutch. When the solenoid on the modulating valve for clutch 4 (50) is energized, the modulating valve directs pump oil (41) to clutch 4 (17) in order to engage the clutch.

The oil in the clutches that are not engaged is sent back to sump (56) and the oil becomes return oil (59) .

The transmission relief valve (45) controls the pressure of the pump oil (41) that is supplied to the modulating valves. The transmission relief valve (45) directs the unneeded pump oil to the torque converter (46) as torque converter oil (42). Torque converter outlet oil flows through torque converter outlet relief valve (48) to oil cooler (49) as lubrication oil (43). After the oil cools, the oil flows to the transmission for transmission lubrication. After the transmission is lubricated and cooled the oil drains to the sump (56) .

Torque converter inlet relief valve (55) limits the torque converter inlet oil pressure in order to protect the torque converter.

Third Speed Forward




Illustration 6g01093364

(4) Clutch 1 (forward low)

(30) Clutch 5 (third speed and fourth speed)

(41) Pump oil

(42) Torque converter oil

(43) Lubricating oil

(44) Machine ECM

(45) Transmission relief valve

(46) Torque converter

(48) Torque converter outlet relief valve

(49) Oil cooler

(51) Modulating valve for clutch 5 (third speed and fourth speed)

(54) Modulating valve for clutch 1 (forward low)

(55) Torque converter inlet relief valve

(56) Sump

(57) Pump

(58) Filter

(59) Return oil

The machine ECM (44) determines the proper clutches that need to be engaged. The proper clutch engagement is based on the inputs to the machine ECM. Some of the inputs that are considered are machine speed, engine speed, and operator inputs.

The machine electronic control module (ECM) modulates the electrical current that is sent to the selected clutch solenoids. The clutch solenoids are located on the modulating relief valves. Modulating the current to the clutch solenoid controls the clutch pressure by shifting the spool in the modulating valve.

When the transmission direction and speed control lever is moved to the THIRD SPEED FORWARD position, both the solenoid on the modulating valve for clutch 5 (51) (third speed and fourth speed) and the solenoid on the modulating valve for clutch 1 (54) (forward low) are energized. When the solenoid on the modulating valve for clutch 1 (54) is energized, the modulating valve directs pump oil (41) to clutch 1 (4) in order to engage the clutch. When the solenoid on the modulating valve for clutch 5 (51) is energized, the modulating valve directs pump oil (41) to clutch 5 (30) in order to engage the clutch.

The oil in the clutches that are not engaged is sent back to sump (41) and the oil becomes return oil (59) .

The transmission relief valve (45) controls the pressure of the pump oil (41) that is supplied to the modulating valves. The transmission relief valve (45) directs the unneeded pump oil to the torque converter (46) as torque converter oil (42). Torque converter outlet oil flows through torque converter outlet relief valve (48) to oil cooler (49) as lubrication oil (43). After the oil cools, the oil flows to the transmission for transmission lubrication. After the transmission is lubricated and cooled the oil drains to the sump (56) .

Torque converter inlet relief valve (55) limits the torque converter inlet oil pressure in order to protect the torque converter.

Fourth Speed Forward




Illustration 7g01093418

(6) Clutch 2 (forward high)

(30) Clutch 5 (third speed and fourth speed)

(41) Pump oil

(42) Torque converter oil

(43) Lubricating oil

(44) Machine ECM

(45) Transmission relief valve

(46) Torque converter

(47) Modulating valve for clutch 2 (forward high)

(48) Torque converter outlet relief valve

(49) Oil cooler

(51) Modulating valve for clutch 5 (third speed and fourth speed)

(55) Torque converter inlet relief valve

(56) Sump

(57) Pump

(58) Filter

(59) Return oil

The machine ECM (44) determines the proper clutches that need to be engaged. The proper clutch engagement is based on the inputs to the machine ECM. Some of the inputs that are considered are machine speed, engine speed, and operator inputs.

The machine electronic control module (ECM) modulates the electrical current that is sent to the selected clutch solenoids. The clutch solenoids are located on the modulating relief valves. Modulating the current to the clutch solenoid controls the clutch pressure by shifting the spool in the modulating valve.

When the transmission direction and speed control lever is moved to the FOURTH SPEED FORWARD position, the solenoid on the modulating valve for clutch 5 (51) (third speed and fourth speed) is energized and the solenoid on the modulating valve for clutch 2 (47) (forward high) is energized. When the solenoid on the modulating valve for clutch 2 (47) is energized, the modulating valve directs pump oil (41) to clutch 2 (6) in order to engage the clutch. When the solenoid on the modulating valve for clutch 5 (51) is energized, the modulating valve directs the pump oil (51) to clutch 5 (30) in order to engage the clutch.

The oil in the clutches that are not engaged is sent back to sump (56) and the oil becomes return oil (59) .

The transmission relief valve (45) controls the pressure of the pump oil (41) that is supplied to the modulating valves. The transmission relief valve (45) directs the unneeded pump oil to the torque converter (46) as torque converter oil (42). Torque converter outlet oil flows through torque converter outlet relief valve (48) to oil cooler (49) as lubrication oil (43). After the oil cools, the oil flows to the transmission for transmission lubrication. After the transmission is lubricated and cooled the oil drains to the sump (56) .

Torque converter inlet relief valve (55) limits the torque converter inlet oil pressure in order to protect the torque converter.

Neutral




Illustration 8g01093455

Transmission Hydraulic System

(4) Clutch 1 (forward low)

(6) Clutch 2 (forward high)

(17) Clutch 4 (second speed)

(23) Clutch 3 (reverse)

(28) Clutch 6 (first speed)

(30) Clutch 5 (third speed and fourth speed)

(35) Solenoid for clutch 1 (forward low)

(36) Solenoid for clutch 4 (second speed)

(37) Solenoid for clutch 5 (third speed and fourth speed)

(38) Solenoid for clutch 6 (first speed)

(39) Solenoid for clutch 3 (reverse)

(40) Solenoid for clutch 2 (forward high)

(41) Pump oil

(42) Torque converter oil

(43) Lubricating oil

(44) Machine ECM

(45) Transmission relief valve

(46) Torque converter

(47) Modulating valve for clutch 2 (forward high)

(48) Torque converter outlet relief valve

(49) Oil cooler

(50) Modulating valve for clutch 4 (second speed)

(51) Modulating valve for clutch 5 (third speed and fourth speed)

(52) Modulating valve for clutch 6 (first speed)

(53) Modulating valve for clutch 3 (reverse)

(54) Modulating valve for clutch 1 (forward low)

(55) Torque converter inlet relief valve

(56) Sump

(57) Pump

(58) Filter

(59) Return oil

When the machine ECM determines that the transmission should be in NEUTRAL, clutch 5 (third speed and fourth speed) is engaged. If the machine ECM detects machine movement, the machine ECM will disengage clutch 5.

The machine electronic control module (ECM) modulates the electrical current that is sent to the selected clutch solenoids. The clutch solenoids are located on the modulating relief valves. Modulating the current to the clutch solenoid controls the clutch pressure by shifting the spool in the modulating valve.

When the transmission direction and speed control lever is moved to the NEUTRAL position or the transmission neutralizer is activated, the solenoid on the modulating valve for clutch 5 (51) is energized. When the solenoid on the modulating valve for clutch 5 (51) is energized, the modulating valve directs the pump oil (51) to clutch 5 (30) in order to engage the clutch.

The oil in the clutches that are not engaged is sent back to sump (56) and the oil becomes return oil (59) .

The transmission relief valve (45) controls the pressure of the pump oil (41) that is supplied to the modulating valves. The transmission relief valve (45) directs the unneeded pump oil to the torque converter (46) as torque converter oil (42). Torque converter outlet oil flows through torque converter outlet relief valve (48) to oil cooler (49) as lubrication oil (43). After the oil cools, the oil flows to the transmission for transmission lubrication. After the transmission is lubricated and cooled the oil drains to the sump (56) .

Torque converter inlet relief valve (55) limits the torque converter inlet oil pressure in order to protect the torque converter.

First Speed Reverse




Illustration 9g01093476

(23) Clutch 3 (reverse)

(28) Clutch 6 (first speed)

(41) Pump oil

(42) Torque converter oil

(43) Lubricating oil

(44) Machine ECM

(45) Transmission relief valve

(46) Torque converter

(48) Torque converter outlet relief valve

(49) Oil cooler

(52) Modulating valve for clutch 6 (first speed)

(53) Modulating valve for clutch 3 (reverse)

(55) Torque converter inlet relief valve

(56) Sump

(57) Pump

(58) Filter

(59) Return oil

The machine ECM (44) determines the proper clutches that need to be engaged. The proper clutch engagement is based on the inputs to the machine ECM. Some of the inputs that are considered are machine speed, engine speed, and operator inputs.

The machine electronic control module (ECM) modulates the electrical current that is sent to the selected clutch solenoids. The clutch solenoids are located on the modulating relief valves. Modulating the current to the clutch solenoid controls the clutch pressure by shifting the spool in the modulating valve.

When the transmission direction and speed control lever is moved to the FIRST SPEED REVERSE position, both the solenoid on the modulating valve for clutch 6 (52) (first speed) and the solenoid on the modulating valve for clutch 3 (53) (reverse) are energized. When the solenoid on the modulating valve for clutch 3 (53) is energized, the modulating valve directs pump oil (41) to clutch 3 (23) in order to engage the clutch. When the solenoid on the modulating valve for clutch 6 (52) is energized, the modulating valve directs pump oil (41) to clutch 6 (28) in order to engage the clutch.

The oil in the clutches that are not engaged is sent back to sump (56) and the oil becomes return oil (59) .

The transmission relief valve (45) controls the pressure of the pump oil (41) that is supplied to the modulating valves. The transmission relief valve (45) directs the unneeded pump oil to the torque converter (46) as torque converter oil (42). Torque converter outlet oil flows through torque converter outlet relief valve (48) to oil cooler (49) as lubrication oil (43). After the oil cools, the oil flows to the transmission for transmission lubrication. After the transmission is lubricated and cooled the oil drains to the sump (56) .

Torque converter inlet relief valve (22) limits the torque converter inlet oil pressure in order to protect the torque converter.

Second Speed Reverse




Illustration 10g01093540

(17) Clutch 4 (second speed)

(23) Clutch 3 (reverse)

(41) Pump oil

(42) Torque converter oil

(43) Lubricating oil

(44) Machine ECM

(45) Transmission relief valve

(46) Torque converter

(48) Torque converter outlet relief valve

(49) Oil cooler

(50) Modulating valve for clutch 4 (second speed)

(53) Modulating valve for clutch 3 (reverse)

(55) Torque converter inlet relief valve

(56) Sump

(57) Pump

(58) Filter

(59) Return oil

The machine ECM (44) determines the proper clutches that need to be engaged. The proper clutch engagement is based on the inputs to the machine ECM. Some of the inputs that are considered are machine speed, engine speed, and operator inputs.

The machine electronic control module (ECM) modulates the electrical current that is sent to the selected clutch solenoids. The clutch solenoids are located on the modulating relief valves. Modulating the current to the clutch solenoid controls the clutch pressure by shifting the spool in the modulating valve.

When the transmission direction and speed control lever is moved to the SECOND SPEED REVERSE position, both the solenoid on the modulating valve for clutch 4 (50) (second speed) and the solenoid on the modulating valve for clutch 3 (54) (reverse) are energized. When the solenoid on the modulating valve for clutch 3 (54) is energized, the modulating valve directs pump oil (41) to clutch 3 (23) in order to engage the clutch. When the solenoid on the modulating valve for clutch 4 (50) is energized, the modulating valve directs pump oil (41) to clutch 4 (17) in order to engage the clutch.

The oil in the clutches that are not engaged is sent back to sump (56) and the oil becomes return oil (59) .

The transmission relief valve (45) controls the pressure of the pump oil (41) that is supplied to the modulating valves. The transmission relief valve (45) directs the unneeded pump oil to the torque converter (46) as torque converter oil (42). Torque converter outlet oil flows through torque converter outlet relief valve (48) to oil cooler (49) as lubrication oil (43). After the oil cools, the oil flows to the transmission for transmission lubrication. After the transmission is lubricated and cooled the oil drains to the sump (56) .

Torque converter inlet relief valve (55) limits the torque converter inlet oil pressure in order to protect the torque converter.

Third Speed Reverse




Illustration 11g01093624

(23) Clutch 3 (reverse)

(30) Clutch 5 (third speed and fourth speed)

(41) Pump oil

(42) Torque converter oil

(43) Lubricating oil

(44) Machine ECM

(45) Transmission relief valve

(46) Torque converter

(48) Torque converter outlet relief valve

(49) Oil cooler

(50) Modulating valve for clutch 4 (second speed)

(51) Modulating valve for clutch 5 (third speed and fourth speed)

(53) Modulating valve for clutch 3 (reverse)

(55) Torque converter inlet relief valve

(56) Sump

(57) Pump

(58) Filter

(59) Return oil

The machine ECM (44) determines the proper clutches that need to be engaged. The proper clutch engagement is based on the inputs to the machine ECM. Some of the inputs that are considered are machine speed, engine speed, and operator inputs.

The machine electronic control module (ECM) modulates the electrical current that is sent to the selected clutch solenoids. The clutch solenoids are located on the modulating relief valves. Modulating the current to the clutch solenoid controls the clutch pressure by shifting the spool in the modulating valve.

When the transmission direction and speed control lever is moved to the THIRD SPEED REVERSE position, both the solenoid on the modulating valve for clutch 5 (51) (third speed and fourth speed) and the solenoid on the modulating valve for clutch 3 (53) (reverse) are energized. When the solenoid on the modulating valve for clutch 3 (53) is energized, the modulating valve directs pump oil (41) to clutch 3 (23) in order to engage the clutch. When the solenoid on the modulating valve for clutch 5 (51) is energized, the modulating valve directs pump oil (41) to clutch 5 (30) in order to engage the clutch.

The oil in the clutches that are not engaged is sent back to sump (56) and the oil becomes return oil (59) .

The transmission relief valve (45) controls the pressure of the pump oil (41) that is supplied to the modulating valves. The transmission relief valve (45) directs the unneeded pump oil to the torque converter (46) as torque converter oil (42). Torque converter outlet oil flows through torque converter outlet relief valve (48) to oil cooler (49) as lubrication oil (43). After the oil cools, the oil flows to the transmission for transmission lubrication. After the transmission is lubricated and cooled the oil drains to the sump (56) .

Torque converter inlet relief valve (55) limits the torque converter inlet oil pressure in order to protect the torque converter.

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