Overdrive

1.    AH3000 and TR3, What type?

This entry with a lot of inputs from Randall

Austin- Healey 3000 have an A-type Laycock-Denormanville overdrive. Same ratio as the TR

TR 2/3/A/B/4/A/5/250/early 6 all used A-types.  The change to J-type didn't occur until around 1974 or 75 (IMO as a cost reduction measure). It should be possible to fit a J-type to a TR3, but I think it's going to take a lot of modifications. The J-type has the gears, clutches and mount set further back, so one must modify the transmission tunnel for clearance, and do something creative with the rear motor mount and the frame rails, (and shorten the drive shaft). The D-type is for Spitfires.

2.    How overdrive works

From: "Power British Performance Parts, Inc. britcars_at_powerbritish.com

 

The ball just below the spring and plunger (under the test plug) seats against the case<blocking> oil from the accumulator from entering the passage to the operating pistons. The small spring and plunger above the check ball don't resist the force of the oil, rather they work with it simply serving to ensure a positive return of the check ball to it's seat when the overdrive is disengaged.

 

When activated, the solenoid raises the operating valve forcing the check ball off it's seat (and against the small spring and plunger) allowing pressurized oil from the accumulator around the ball and entering the passages to the operating pistons.  When de-activated, the valve drops down and the check ball seals off the oil from the accumulator. The valve drops further than the check ball exposing the hollow end of the valve.  The force from the cone-clutch springs pushes back against the operating pistons forcing the oil from the operating piston chambers back through the exposed hollow part of the valve and out a small drain in the bottom of the valve back into the overdrive sump.

 

I agree with Randall that the o-ring accumulators seem like a better design from a sealing standpoint, but keep in mind that there are an awful lot of compression rings on the earlier version. By carefully staggering all the end gaps, you can still affect a very good seal such that the accumulator will hold pressure for days on end.

 

Tony chose not to remove his accumulator and it held from a Sunday afternoon all day Monday to Tuesday morning when I disconnected the gauge with just about 100 PSI still showing.  On my rebuilds, I usually let them sit overnight after a break in run with the gauge connected and it's not uncommon to have them read between 350 to 400 PSI the next day. I suspect that if Brian had the plunger and spring installed, his readings would be very similar to Tony's.

 

I also agree with Randall that its a moot point as the unit will build up normal pressure in the time it takes you to back out of the driveway (the pump doesn't care which way the mainshaft is turning) and accelerate up through first gear.

 

3.    Overdrive conditon testing

From: "Randall Young" <ryoung_at_navcomtech.com>

It does drive quite normally out of overdrive, it is just that nothing happens for ages when you engage overdrive, then it is effectively neutral!

 

Graham, the thing is that the sprag (unidirectional) clutch should never let it be "effectively neutral" when driving in the forward direction. One of it's purposes is to take up the (direct) drive when neither of the main clutches is engaged, this keeps the engine from speeding up while the OD is shifting. If your engine is able to speed up when you engage the OD, then the sprag clutch is not working and, as I said, a teardown is indicated, separately from whatever the problem is that keeps the overdrive clutch from engaging (probably low hydraulic pressure).

 

Subject: RE: Overdrive J Type still from : "Randall Young"

They have supplied a 8 start drive gear and a 20 tooth cog. Before I install these I would like the general opinion if these are these correct for whatever the differential ratio fitted to a non-overdrive rigid axle TR4A. Any opinions?

Should be right.  20/8 = 2.5 which is the speedo drive ratio used by all TRs before about 1973. The speedo heads were changed according to the original equipment tires and differential ratio. So assuming your speedo head still matches your diff and tires, all should be swell.

 

 

If I'm coasting downhill, it'll engage almost immediately and behaves pretty much like I'd expect, dropping rpm's by a good bit. I think it's *really* engaged, though sometimes it feels like it's actually "free floating" as if I was still stepping on the clutch pedal. In any case when I step on the gas, even to maintain speed, it'll slip out, sort of sliding back up to the *regular* rpm's again. This makes me think "o/d clutch" though maybe it means "not enough pressure".

 

It's marginally possible it's the clutch, but much more likely it's low oil pressure (possibly caused by 'correct' valve adjustment, more on that later).

 

1. is the click-click-click-click phenomenon a helpful clue, and if so, what does it mean?

 

The clicking probably indicates an electrical problem, most likely a bad connection somewhere.  I doubt this is related to your slipping problem.

 

2. I haven't removed and cleaned the filter yet. It looks like I just remove the plug on the bottom, remove the bolt and filter. Right?

 

Your OD will most likely not have the bolt.  Otherwise, you're exactly correct.  Note that plug is also the drain plug, almost all of the oil is going to run out.  Might as well pull the gearbox drain plug at the same time ... although there's only a pint or so still in the gearbox, you should change it all.

 

3. anything else I should do that doesn't require disassembly of parts that are useful for driving?

 

If you're serious about making the OD work, you should probably plan on pulling the trans tunnel, and leaving it off for awhile.

 

4. if you had to guess, what do you think the problem is: o/d clutch, hydraulics, solenoid, relay, switch, or current or past owner?

 

My first guess would be valve adjustment.  As has been commented many times on this list, the 'book' procedure for setting the operating valve frequently does not work. The simple test for this problem is operating the lever by hand to see if the OD engages.  Unfortunately, since yours partially engages, it may be tough to tell the difference with the car on jack stands.  Perhaps you can find some brave person to ride with you and push on the lever as you drive up a hill.

The more direct test is to remove the operating valve plug, and measure how far the valve ball rises when the solenoid is operated.  It should move at least 1/32".  Note that a healthy solenoid will launch the ball into space, so either put your thumb over the hole, or lift the solenoid plunger before energizing the solenoid.  Fortunately the ball is a common size bearing all, I was able to find one at the local hardware store <g>

 

Next most likely culprit is the OD pump anti-return valve.  Check out for more details http://www.team.net/www/healey/tech/big_hly/od/delborder_od.html

 

If that doesn't solve the problem, it's time to get a pressure gage. Bill Bolton at Bolt-On Healeys (see the vendors list)

BTW, the gage doesn't have to be oil-filled if you are only going to use it a few times then put it on the shelf.  However, the oil-filled gages cost only a little more, and last far longer in this application.  The OD hydraulic pressure pulsates, and the constant motion will eventually wear out an ordinary gage.

 

4.    OILS for Gearbox with OD

see also the gearbox section

4.1    GL4 and GL5 gear oils

Randall Young ryoung_at_NAVCOMTECH.COM

First of all, the problem is not really related to GL4 vs GL5 specification, the GL5 standard actually has a tougher limit for copper corrosion. The real problem is a particular additive, used to increase the 'extreme pressure' properties of the oil, and which conventional GL5 typically has more of (because it has to meet a higher standard for EP).  This additive is a sulphur compound, which can break down at high temperatures and form sulphuric acid.  The same additive is used in conventional GL4 oils (at least some of them), just not as much of it.  This additive is mostly what gives EP gear oil it's distinctive smell.

However, the base oil used for synthetic gear oils naturally has a higher pressure resistance, and so needs less of the additive. According to Redline, their MTL (which is a GL4 rated gear oil) has none of the additive.

I've noted that the Valvoline synthetic (which I use in my diff) has very little of the 'gear oil smell', so I believe it has little, if any, of the sulphur additive, and so should be safe for use in the gearbox.

However, Ken Gillanders at BFE has reported problems when using Redline MTL in racing Triumphs, apparently because it is too slick.  The specific problems reported were slipping out of 3rd gear (under downhill hard braking), and difficulty shifting into 2nd gear towards the end of the race.

Both were on freshly rebuilt boxes.) The first problem was cured just by switching back to motoroil, the second one required replacing the 2nd gear synchro (which was done frequently until they switched oil).

Of course, lots of people use synthetic, including MTL, and have no trouble at all, so your mileage may definitely vary !

 

The BMC Service Workshop Manual warns "It is essential that an approved lubricant be used when refilling.  Trouble may be experiencd if some type of extreme pressure lubricants are used because the planet gears act as a centrifuge to
separate the additives from the oil." A 90 "weight" gear oil has a viscosity at the upper point of the range of a SAE 40 engine oil and the lower point of the range of a SAE 50 engine oil.  The workshop manual recommends either a SAE 40 engine oil or a SAE 20w/50 engine oil in the gearbox and overdrive unit for operating climates above 41F . I used SAE 30 for years (over 20) in my gearbox and overdrive with no problems except it was sluggish when the outside temperature was above 100 F.  I finally switched to SAE 20w/50 motor oil and it shifts in and out quite crisply now. A "detergent" oil contains a variety of additives including anti-rust, anti-foam, anti-wear, anti-oxidants, dispersants, and detergents.  The detergent & disperant additives keep contaminants (primarily by-products of combustion) in suspension in minute particles to prevent sludge from forming.  The anti-wear provides an initial startup protection to camshafts and other heavily loaded bearing surfaces.  The benefits of a modern additive engine oil must be considered before choosing a non-additive straight mineral oil.  There are still some (American Petroleum Institute) API grade SB engines oils out there which are non-deterent/dispersant but still contain an anti-wear additive (I have used is a Mobil SAE 30 SB engine oil for break-in oil to seat new rings in used Porsche 911 Nikasil cylinders which cannot be honed).  Allowing sludge to settle out is true 1930's technology.  Drain the oil every 15,000 or three years and the detergent and dispersant additives will carry the crud all out into your drain pan.
Pete Cowper - 1960 BT7 (owned 30 years),

4.2    Gear oils (no gear oil that is…)

From: Roland Wilhelmy rwil_at_cts.com

My  friend and mechanic, who drives and likes Triumphs, found that once when he put hypoid in a Healey OD/tranny, it would not shift (would not stay shifted, actually).  When, after a few test miles, he replaced the hypoid with engine oil, the OD worked the way it should.

 

From: "Robert Wiley" wileyrob_at_pacifier.com

I would agree Roland - I friend of mine purchased some miss marked 30 wt non-detergent oil which turned out to be gear oil.  The o/d would get stuck in the o/d position and not release.  It was only when he drained the oil and we took the o/d apart that we figured out the problem.  We went ahead and went thru the o/d and gearbox, as everything needed a good cleaning anyway.

I have used a non-detergent 30 wt oil with a antiwear agent that I pickup while employed with ARCO oil in the '80's which has worked without a problem for 20 plus years in my BT7 1962 Tri-Carb.

 

4.3    Opinions

The subject of oil for OD gearboxes is so controversial that I do not feel like giving any advice. I am just reporting on other people’s opinion

 

·       Earl Kagna < ags_at_shaw.ca
The factory manual definitely specifies the same oil in the engine and trans o/d - check it out - different weights for different conditions (10 -30, 10 - 40, 20 -50, etc etc). I know many Healey people that use non-detergent in the gearbox and feel that it does the best job - you have not been mistaken, although the factory preferred a multi-grade. I don't think anyone is all that wrong. The key is, whatever you decide to use, keep it topped up, be wary of additives (because of the cone clutch)

·       “I can remember sitting in a bar at a meet with Donald himself discussing which oil was best to use in a Healey. His answer - "use the cheapest and change it often"!”

·       “I have experimented with all kinds of oils in the gearbox.  I wound up using whatever I put in the engine - usually 20/50 -for many years until the discovery of the Red Line, which I found made a noticeable difference.”

·       "Freese, Ken" <Ken.Freese_at_Aerojet.com (BJ8)
I recently put in the Redline synthetic oil and am disappointed. The shifts are actually slower because there seems to be more syncro/gear clashing. The OD filter drain now also leaks. I will try to fix the OD leak and keep the stuff in a while longer. If I can't fix the leak, then back to dinosaur oil.

·       Oil for the tranny- book says Castrol GTX.  Use 20W50 or something along the lines of 90W gear oil?  I remember something a while back about additives adversely effecting the synchro cups, but can't recall what the final determination was.
I use Valvoline Racing 20W50.  None of the EP additive that is said to be dangerous to OD clutches and brass synchro rings, plus a high level of ZDP ('antiwear' additive, helps protect against metal to metal contact) and low detergency (detergents are the main argument against using motor oil in a TR gearbox).

 

4.4    Triumph vs. Healey choices

In the Healey world, a number of people use 30w non-detergent oil in their O/D gearboxes. At Auto Zone, the only brand they carried was the store generic "Coastal ND30".( Too cheap to be trusted by me. Francois)

In the triumph world, for the same overdrive, people seem to use the Valvoline 50w racing oil.

5.    Stuck overdrive fixing

From: "Cory LeBlanc" <cleblanc_at_midsouth.rr.com>
Try the simplest correction first.

I have fixed this condition a few times. Remove the tunnel cover and open the brass 7/16 plug over the overdrive valve. If a teaspoon of oil comes out, this is the problem. Remove the valve and clear the tiny vent hole that is perpendicular to the length of the shaft. This hole is tiny, maybe the size of a #60 drill. Do not reassemble until the 1/8 hole and the #60 hole is clean.

 

From: "Chris Dimmock" cd3000_at_bigpond.net.au
This can be a relativeley common occurance. Don't try to drive it in reverse - and don't park/ drive it anywhere where you can't move forwards. The only way to get the car to move 'backwards' is by using a trolley jack under the diff - with both rear wheels off the ground. Out of gear - you won't even be able to push it backwards.

Jack up the car, secure it with axle stands, crawl underneath, (or take it somewhere where they will let you use a hoist) and look at the overdrive. There is a steel plate sandwiched in between the alloy overdrive housing, around the middle of the overdrive. Using your copper/lead wire wheel hammer, smack the steel plate several times. Don't 'belt the living snot out of it' - but tap the steel plate firmly a few times.

Then go for a drive & try your overdrive - it should now be released. The overdrive is put 'in' by the solenoid and hydraulics. It 'comes out' by springs. Sometimes - the springs have lost tension etc, especially if the car has been standing for a long time - and won't come out - and sometimes it seems to be related to temperature - eg this sometimes happens if you drive it hard (eg at a track day). But this tapping the plate method seems to release the springs from the plate, and thus deselects overdrive. Everytime I've done this/ seen this done the problem doesn't reoccur. ie it happened once to me - never since.

Like the SU fuel pump that stops..... maybe its just the the threat of a copper/lead wire wheel hammer that intimidates the overdrive back into operation.....

6.    Separating G/box and J-type

From: "Graham Stretch" <technical_at_iwnet.screaming.net

I can't get my J-type OD unit to separate from the transmission. Yes, all the bolts are out. What am I missing I removed all 8 of the OD Unit to adapter nuts/bolts.

You have missed a vital stage of the dismantling procedure that comes before you touch the first nut in the process of removing the box from the car. You should have jacked the car up and engaged the overdrive and then dipped the clutch and disengaged the O/D with no load on it, this releases any tension between the cone clutch and one way bearing. There are two ways round this now, both involve bolting the two bits back together. The first and probably easiest is to refill the box and apply an electric drill to the input shaft engage fourth gear and energize the solenoid, ensure that the chuck is tight on the shaft or it could slip which is when you are likely to damage the pilot bearing surface of the shaft. The other way will work if you have a spare plug to fit near the solenoid, drill and tap it to accept a grease nipple and then refill your grease gun (or buy a new one for the job) with hypoid oil attach and pressurize the system. Both of these methods will release the cone.

7.    The wire trick

How to fit the overdrive over that bloody pressure pump cam! Article by Mr Finespanner here (pdf, 836K).

8.    OD rebuild (Assembly leaks and pressure)

From: Larry Varley varley_at_cosmos.net.au

As an aside to all this, there is a mistake in the BN1 manual, as it doesn't mention aligning the timing marks on the sun gear pinions outward when assembling the sun gear into the annulus. I believe this is because the text was written around the early high percentage overdrive where the pinions were not stepped and didn't require timing. The experts tell me failing to time the pinions causes uneven wear in the annulus. Another fascinating fact - you will always find a molybond like substance in the groove behind the teeth in the annulus, why?

Because the annulus acts like a centrifuge and extracts some of the additives from the oil.

 

From: "Ronnie Babbitt" rbtr3a_at_home.com

Tonight I refit my gearbox and OD back together. I repaired my adapter plate a few weeks ago due to warpage. The warped adapter was the cause for loosing so much oil. I assumed the oil loss was the brass plug. I surfaced the plug, machined a nylon gasket even made a tool to tighten the plug. All this effort was in vane for the real problem was the adapter plate. I reassembled the unit using Hylomar sealer instead of the Permatex aviation gasket sealer Which I used the first time. The aviation gasket sealer may have worked well since I now have a functional plate, but as a result of all the successful commits that have been posted as result of using the Hylomar, I decided to follow success.

Now  for my test:  I decided several week ago I was going to take every effort possible to prevent having to gut my interior and pull this gearbox again. This time I built a bench test set up. I  Mounted the gearbox to an engine stand. Mounted a pulley to the rear flange of the OD. On the base of  the engine stand I mounted an electrical motor (1725 rpm) with a pulley. Installed a V belt and  I can now spin my gearbox on demand. I machined from brass an adapter to adapt a pressure gauge to the valve body.  That's the setup now here's the results.

With the motor spinning the gearbox  my gauge measured between 350-400 lbs. With out the OD engaged. With the OD engaged the pressure would drop to about 200lbs and immediately climb back to the previous pressure. I purchased a "yellow Jacket" 0-500 lb flutterless gauge for about $10. I would recommend that you purchase an oil filled gauge instead. It becomes difficult to read as the pump actuates.  I'm unsure if the pressure should remain when the gearbox comes to a stop. The pressure slowly drops to about 200lbs then rapidly fall off to 0 lbs. I allowed the gearbox to spin for about 1 hour during that time I would actuate the OD in and out. I pleased that the unit seems to work flawlessly so far.(knock on wood). I'm very pleased that I currently have no leaks, even under pressure. BTW I following the masses and I have changed to valvoline 50weight racing oil. I previously had Mobile 1

8.1    Still leaks…

For whatever reason, the leak I found most maddening was caused by a cracked OD drain plug gasket.  Not having the correct replacement on hand, I cut one from ordinary gasket material, which was too thin, with the result first that the drain plug first bottomed against the screen retainer screw (mine is a very early unit), and then the threads bottomed in the casting. After finally making a thick enough drain plug gasket, the next leak was from a warped adapter plate (apparently caused by some over-spirited tightening of the long studs when reassembling the OD), and the leak after that was the shifter shaft seals.  The leak from those seals runs down over the OD, making it appear that the OD is actually leaking.

Randall

8.2    And now seals

Brian, The thin red gasket (adapter plate to OD case) came from TRF (acquired some time ago) and the thicker black gasket was recently bought from VictoriaBritish - part # 2-8605, $1.45. Spec on the material I cut the gasket from is: ROL Gaskets, Rubberized Fiber, 10" x 26" x 1/32", ROL no: RK1016, interchangesto: FELP: 3137, VICT: JV127/JV210. made in USA.

The adapter plate to GBX case gasket was simple paper gasket material and madeup well with Hylomar. I think there is considerably less chance for plate warping effecting this joint.

8.3    O/D pump priming

From: "Edward Woods"

Did you prime the pump with grease or vaseline? If not, drop the cover, remove the plug, and shove some grease up against the pump piston. Did wonders for the one I was working on. John Esposito gave me the clue

9.    Overdrive rebuild video

Tom Mason, in Minneapolis has an excellent video out on rebuilding the overdrive. Tom can be reached at tommason_at_juno.com The video sells for $20US.

10.    O/D conversion (TR3/4)

It takes a special main shaft and adapter plate to convert a standard gearbox to OD.  They are available from ORS in the UK. ORS will also sell you the complete conversion kit, including a rebuilt OD unit, for a price. ISTR they quoted me about 500# for the kit, less electrics. The price to convert a non-OD main shaft into an OD main shaft was 65#.

There are apparently still a fair number of cars to be found in UK junkyards that have an A-type OD gearbox that will fit the TR2-6. Rimmer Bros and several other UK companies buy them, recondition them, and sell them in the US.

 

From: Brian Sanborn <sanborn_at_net1plus.com>

John Esposito of Quantum Mechanics offers a newly designed and reinforced adapter plate for the A-Type.  Mine was not warped but the joint was leaking like a sieve.  He charges $65 for the part... from a UK source I believe.  He is also sending me a "hard" UK sourced layshaft.

 

From: "Randall Young" ryoung_at_navcomtech.com

Subject: RE: TR3A Overdrive

I have a '59 TR3A with no overdrive.......What do I have to do or add to convert it over to overdrive ? >

Ron, by far the easiest thing is to find an OD tranny with A-type overdrive from anything from a post-50K TR3A though a (roughly) 1973 TR6 and drop it in.  There are a few minor changes required, but nothing major. 

1.    Add relay, wiring, switch on dash.

2.    Change speedo cable, reroute (takeoff on OD is on opposite side)

3.    Swap tranny front cover from old transmission (if new one is 4-synchro)

4.    Drill new holes (or elongate existing ones) in crossmember (4-synchro only)

5.    Longer studs, bolts between engine block and tranny.

6.    Install TR3 type throwout bearing

That's all I can think of ... BTW, some of the UK vendors sell used/rebuilt OD trannys taken from newer cars, try Rimmer's during their summer "free shipping" offer.

 

10.1    Starting from a Healey

Since virtually all big Healey were overdrive, one can find a Healey OD more easily than a Triumph. Therefore It's worth envisaging starting with a Healey base O/D for a TR gearbox conversion: The Healey overdrive can be used to build a TR unit. Replace the rear section of the Healey with the proper TR section(from the brake ring back including gears). The TR overdrive is longer and has different mount.

11.    Great OD rebuild websites

http://www.buckeyetriumphs.org/

http://www.team.net/www/healey/tech/big_hly/od/finespanner.html

http://www.team.net/www/healey/tech/big_hly/od/