
Driving Manual Shift - A Primer
Written by Edward Rodrigues (Updated June 14th., 2000)
Copyright © 2000 H2O Training Systems Inc., All
Rights Reserved.
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The basic principle behind driving cars with a manual shift as opposed
to an automatic transmission is that the driver has direct control
over which gear the car is in all the time. In an automatic car, the transmission
shifts through the gears itself, as the driver simply adds gas. The more
gas the driver gives, the more the engine revs; when the engine gets to
a certain level, the automatic transmission shifts up to the next higher
gear. To some degree the transmission also shifts down in gears, but the
driver does not have much control over the situation.
This document is designed to instruct a driver who is already experienced
in automatic driving in the basic techniques of driving a manual shift
automobile. This is by no means a complete guide. There are varying methods
to be used in driving other types of vehicles, including trucks, buses,
motorcycles, etc. It is the intention of the author to provide this information
as a precursor or reference for new drivers. Anybody learning these skills
for the first time should seek a professional driver trainer. The
author assumes absolutely no responsibility for any damage that may occur
to vehicles as a result of this information. If you have any comments
or suggestions, please feel free to contact the school, at css@interlog.com.
The Gearshift
The driver of a manual shift car selects the gears through the gearshift
lever:
1 3 5
| | |
+--N--+
| | |
2 4 R
When the gearshift is in the middle position, it is considered out of
gear, or in neutral (N). To
make sure the gearshift is in neutral, you should be able to move it left
and right along its horizontal path. If it doesn't, then it is not in neutral.
To select each gear, move the lever into the appropriate position by following
the paths from neutral. Usually there is a blocking mechanism preventing
the gearshift from engaging reverse gear (R) from 5th. gear. The diagram
shows the standard arrangement in most cars, especially American and Japanese
cars. On some European cars, reverse gear is located on the left side of
1st. In these cases, look for some kind of procedure to engage reverse
gear (like pushing the gearshift down towards the floor, or lifting a ring,
or pushing a button).
Practice moving the gearshift from gear to gear in sequence, up and
down, with the engine off and the clutch depressed, until you get a feel
for it. While you do this, you will probably notice that 1st. and 3rd.
gears are very close to each other and may be difficult to discern visually.
Also, the shift from 4th. to 5th. gear can be tricky.
Each gear is designed to drive the car within a specific speed range.
In
most cars, follow these very general guidelines:
|
Gear
|
Speed Range
|
Application
|
|
1st
|
0 to 20 km/h
0 to 15 mph
|
Starting from a stop, creeping the car, parking
|
|
2nd
|
15 to 40 km/h
10 to 25 mph
|
Residential driving, parking lots
|
|
3rd
|
25 to 60 km/h
15 to 40 mph
|
Main streets
|
|
4th
|
50 to 90 km/h
30 to 55 mph
|
Faster main streets, rural roads
|
|
5th
|
Over 80 km/h
Over 50 mph
|
Rural roads, freeway
|
|
Reverse
|
|
Maneuvering backwards, parking
|
There are some times when you may want to shift up at higher speeds
or lower speeds. For acceleration, climbing hills, or pulling heavy loads,
shift LATER than normal. For fuel economy, shift EARLIER
than normal. When shifting down, make sure the car's speed is within the
normal range for that particular gear. For example, you wouldn't shift
to 2nd. gear if your speed is 60 km/h (40 mph) or higher.
The Tachometer And Engine Speed
Many manual shift cars come equipped with an instrument called a tachometer,
which indicates engine RPM's (RPM stands for Revolutions Per Minute,
or revs for short). RPM's are
usually indicated in thousands, so if the needle on the tachometer points
to 1, the engine will be turning at 1,000 RPM's. The needle will go up
and down with the gas pedal, i.e. more gas = more RPM's. Therefore, higher
RPM's indicate
LESS fuel economy. So to save fuel, keep the RPM's
low. However, higher RPM's produce more power from the engine, which is
useful for acceleration, climbing hills, pulling heavy loads, etc. The
tachometer will also have a red line,
which is the maximum limit for the RPM's - above this line serious damage
occurs in the engine, causing it to overheat to the point where it can
not be repaired - this is commonly called blowing
the engine. Keep the RPM's well below the red line. There
is also an unmarked minimum point on the tachometer, below which the engine
will quit, or stall. In most
cars, this point is between 750 and 1,000 RPM's. When you release the gas
pedal, the engine will automatically attempt to settle into this range,
which is called the idle speed
of the engine.
The ideal RPM's for maximum power balanced with fuel economy ranges
between 1,500 and 2,500 RPM's (in most cars). Typically, when the engine
hits 3,000 RPM's the driver should shift to a higher gear. The engine will
be loud, and the car will feel like it wants to go faster, but something
(the gear) is holding it back. When the RPM's are pulled below the idle
speed (750 to 1,000 RPM's), the engine will start to shudder as if it's
about to die - this is the point where the driver should shift to a lower
gear. The driver should practice "feeling the engine"
and hearing the engine sounds as opposed to watching the tachometer. (Keep
your eyes on the road!) After a while, when to shift and what gear
to shift to will become a natural exercise, derived from practical experience
and a knowledge of how the engine itself feels. The car will, in many ways,
tell the driver which gear it wants to be in.
The Clutch Pedal
The manual shift driver needs to contend with three pedals. From right
to left, the pedals are gas (accelerator), brake, and clutch.
The driver uses his or her right foot for the gas and brake (like in an
automatic car), and his or her left foot for the clutch pedal. The gas
pedal works like any other, but the driver should keep in mind that the
gas only moves the car when the engine is connected to the wheels. In other
words, if the car is out of gear or if the clutch is depressed, the gas
will have no effect. The engine will rev up, but it will not affect the
movement of the car. The brake slows and stops the wheels, but the driver
should keep in mind that if the engine is connected to the wheels, the
engine will also be slowed or stopped with use of the brake.
The clutch pedal has two principle functions, simplified here:
-
The clutch synchronizes the movement of the gears so that they can be meshed
with each other without risk of damage.
-
The clutch separates or disengages the engine from the transmission, and
consequently the wheels, if the car is in gear.
When the clutch pedal is raised, the engine is "connected" to the wheels.
When the clutch pedal is depressed, the engine is disengaged and the car
is free-wheeling. Pressing the clutch has a similar effect as placing the
car in neutral: the car will begin to coast. When the driver needs to disengage
the engine, he or she should press the clutch all the way down to the floor.
When connecting the engine, the clutch should be brought up carefully,
reaching the friction point
first, and releasing only when the engine is fully connected to the wheels.
The desired effect is a smooth transition; if the car jerks or bounces,
the clutch was brought up too quickly.
Driving The Manual Shift Car
Starting the Engine
-
Press and hold the foot brake, in case the car rolls.
-
Make sure the clutch is depressed. Very
important! Some cars have safety switches which do not allow
the engine to start unless the clutch is on the floor. If the car is in
gear and the clutch is not depressed, the engine is essentially connected
to the wheels. Turning on the starter with the key at this point would
MOVE
the car! (It would also place an unnecessary load on the starter motor,
potentially damaging it.) Always start the engine with the clutch
depressed.
-
Make sure the gearshift is in neutral.
-
Start the engine.
-
Once the engine starts, check the instruments. Check all the warning
lights and the tachometer: the RPM's should read idle speed.
-
Make sure the gearshift is in neutral.
-
Release the clutch.
-
Release the foot brake only if the parking brake is engaged.
Moving The Car Forward From A Stop
-
Press and hold the foot brake.
-
Make sure the clutch is depressed.
-
Move the gearshift to 1st. gear.
-
Release the parking brake (if engaged).
-
Release the foot brake. The car may roll at this point if the road
is inclined. If the road surface is level, the car will remain stopped.
In the beginning, practice these steps on a level surface.
-
Ease up (slowly) on the clutch pedal. At the same time, add some gas
with
the accelerator pedal.
-
When the clutch reaches the friction point, the car should start to
move forward. At this point, you should stop any further clutch movement.
You can tell the clutch has reached the friction point by feeling the car
beginning to move forward. You may also feel the engine struggling slightly,
especially if you have not added sufficient gas. It is very important to
look up, and not down at the pedals or instruments; you need to perceive
the motion of the car. Once the car has begun to move, stop bringing up
the clutch.
-
Balance the clutch and gas pedals together. To move the car forward
faster, add slightly more gas, and ease up slightly on the clutch. If the
engine starts to struggle, press the clutch down slightly. If the car starts
to bounce, depress the clutch down to the floor and begin again.
-
Once the car is rolling smoothly forward and the gear is engaged, release
the clutch completely. The longer you hold the clutch at the friction
point, the smoother the start will be. Don't worry about clutch wear at
this point. Aim for smoothness, not speed; with practice, speed will come
naturally, and wear will be minimized.
-
Rest your left foot off the clutch and on the foot rest (dead
pedal). Pressing the clutch, even slightly, when you're
NOT
using it is very bad habit that can lead to premature clutch wear.
These steps are the most difficult to master! Repeat over and over again
to perfect your technique. The most common error is bringing the clutch
up too fast, or not pausing correctly at the friction point. Other errors:
not adding enough gas, which stalls the engine; adding too much gas, which
spins the tires; taking too long to find the friction point, which causes
the car to roll back too far; bringing up the clutch before releasing the
brake, which stalls the engine; trying to move the car in a gear other
than 1st.; releasing the clutch before the engine is fully connected to
the gear; etc.
Some things to practice: moving the car forward with the clutch only,
no gas; and finding the balance point between the clutch and the gas on
an uphill road (so that the car remains in one place without the brake).
Stopping The Car Once In Motion
-
If the clutch is still partially depressed (as when balancing with the
gas pedal), depress the clutch first, to the floor.
-
Press the brake as necessary.
-
If your foot is off the clutch, depress the clutch to the floor before
the car comes to a complete stop. The engine will stall otherwise.
-
Place the gearshift into the next required gear, or neutral. Don't
place the car in neutral unless the car is stopped or stopping.
You can slow the car down with the brake without pressing the clutch, but
only if the car doesn't come to a complete stop. For example, if you're
in 2nd. gear and you need to slow down to make a turn, you don't need to
depress the clutch, as long as you keep the car rolling in 2nd. gear. If
the engine starts to shudder, you must depress the clutch and change to
a lower gear.
Practice creeping the car
at very low speeds, by using the clutch as a brake. Basically, you start
moving the car with the clutch and gas as normal, but to maintain minimal
speeds, depress the clutch frequently, instead of the brake. At VERY
low speeds, as in parking, the clutch causes the car to coast, which (usually)
slows it down. Use the brake if you need to stop the car again. Incidentally,
this is the ONLY method you should use when in reverse gear. Completely
releasing the clutch in reverse gear causes the car to go too fast - faster
than you ever really need to go in reverse.
Which pedal should I press first, the brake or the clutch?
In general when stopping, use the brake first if you're driving at higher
speeds, and use the clutch first when you driving at very low speeds. The
higher the gear, the sooner you'll need to clutch. For example, if you're
coming off a freeway exit ramp in 5th. gear, you'll need to clutch before
the car reaches 40 km/h (25 mph), otherwise the engine will stall. In the
beginning, practice using both pedals in synchronization for stopping,
until you get more practice gearing down. Remember that the clutch is always
depressed down to the floor, whereas the brake is only pressed as much
as needed. Practice separating the movement of both feet - they should
operate the pedals independent of each other, but in varying combinations,
i.e. clutch and gas, clutch and brake.
Shifting Gears Up
-
When you're ready to shift gears (i.e. you need to go faster and the
car feels as if the engine is holding it back) reach for the gearshift
with your right hand. Don't look at it! Practice finding the
gears without looking at the gearshift. Keep your eyes on the road!
-
Depress the clutch to the floor.
-
Ease off the gas completely. The RPM's should come down. You don't
need to move your foot from over the pedal, just release it.
-
Shift the gearshift to the next higher gear. Don't search for the
next gear! You should already know where you need to move the gearshift
before moving it. There is no need to heavy handed; a gentle movement of
the lever is more accurate than a quick, forceful one.
-
Ease up on the clutch to the friction point.
-
Add gas again.
-
Release the clutch.
You don't have to spend too much time balancing the clutch and gas as you
do when starting from a stop. The car is already rolling so it doesn't
require as much accuracy. Common errors: not releasing the gas when shifting
gears; not clutching to the floor; not shifting to the proper gear; adding
the gas after the shift before the clutch is in the right place; releasing
the clutch too quickly; keeping the clutch on the floor too long; attempting
to shift gears without clutching. The whole shifting sequence should take
no longer than 2 seconds. Practice!
Shifting Gears Down
-
Bring the car to a speed appropriate for the new gear. For example,
if you want to enter a turn in 2nd. gear and you need to shift from 3rd.
gear, reduce the speed of the car with the brake to below 40 km/h (25 mph),
or the appropriate speed.
-
Reach for the gearshift with your right hand. Don't look at it!
-
Depress the clutch to the floor.
-
Ease off the gas.
-
Shift the gearshift to the desired gear. You can skip gears when
down-shifting (i.e. shifting from 4th. to 2nd. gears) as long as you reduce
the speed of the car appropriately with the brake. Don't skip gears when
shifting up - they are designed to give the car the most efficient acceleration
when used in sequence.
-
Ease up on the clutch to the friction point.
-
If trying to slow down, don't add gas, but balance the clutch so that
the transition is smooth. The engine will cause the car to slow down,
and the RPM's will be brought up naturally.
-
If you're not trying to slow down, add some gas. An advantage
of gearing down without reducing speed is an increase in power from the
engine, useful when passing, climbing hills, etc. The disadvantage is a
drop in fuel economy.
-
Release the clutch only after the transition is smooth.
Gearing down is an advanced topic that requires some practice to do well.
It should be noted that you can bring up the clutch in a lower gear even
when your foot is on the brake, slowing the car down. The engine won't
stall as long as the car keeps rolling. Once you try to stop, the clutch
must be depressed fully.
When slowing down or stopping, should I gear down or just slip
it into neutral? You should gear down when the road and traffic
ahead demands a lower speed. If you're coming to a stop, like at a fresh
red light, gearing down may become unnecessary - you can simply gear down
to neutral and return to 1st. gear. If the possibility exists that you
might not need to stop, like at a stale red light, then you should gear
down to the appropriate gear for the new speed. You should avoid "coasting"
in neutral; the car should always be in gear when moving. Coasting down
a hill riding the brake pedal will only wear out the brakes. Use a lower
gear so that the engine assists in slowing the car. At all times you should
avoid gearing down to 1st. gear unless you're absolutely certain that you'll
be stopping, or unless the car is rolling very, very slowly. You should
also take care not to gear down to a gear that is too low for the speed.
The risk is that you bring the RPM's too high, past the red line. Remember
also that when gearing down to slow down, the car will slow, but unless
you also use the brake, the brake lights will not light. The danger, of
course, is that the car slows down but traffic behind gets no prior warning
of the fact. The best method is to use a combination of braking and gearing
down at the same time. When shifting to reverse gear always make sure that
the car is stopped.
Shutting Down And Parking The Car
-
Stop and park the car. Hold the clutch on the floor and the foot brake.
-
Set the parking brake. It is very important to always leave a manual
shift car with the parking brake engaged. There is no "park" in a standard
gearshift. If you don't set the parking brake, there will be nothing holding
the car in one place.
-
Switch off the engine.
-
Release the clutch.
-
Release the foot brake. It's important to release the foot brake
last, especially if you're parking the car on a hill.
-
Leave the car in 1st. gear. If you leave the car in gear, it acts
like "park" in an automatic car. The engine becomes engaged to the wheels
and the car can not move. You should always use the parking brake anyway,
even if you do leave the car in gear. Don't leave the car in neutral unless
the road surface is level. On an incline leave the car in 1st. gear for
uphills, and reverse gear for downhills. Don't leave the car in any other
gear. Remember to place the car in neutral when starting the engine.
Stall Recovery
If the engine stalls while driving in traffic, follow this sequence:
-
Keep the car rolling, unless it's important to stop. You may need
to apply the brake and stop if the car is rolling back on a hill, or rolling
forward into traffic, etc. You can start the engine even while the car
is rolling.
-
Depress the clutch to the floor.
-
If the car is rolling, shift to neutral. In some instances, starting
the engine while the car is rolling in gear may damage the starter.
-
Start the engine.
-
Check the gear for the appropriate speed. For example, 1st. gear
if the car is stopped, 2nd. gear if the car is rolling, etc.
-
Ease up on the clutch as appropriate.
Quick stall recovery is important, especially in traffic. Don't panic!
Stay calm, restart the engine, and continue on your way. Remember, you
don't have to be stopped to start the engine; you must however make sure
that the clutch is depressed. You can start the engine in any gear, as
long as the clutch is depressed. Stalling is a fact of life when driving
manual shift. It is often a source of great frustration among new drivers.
With experience and practice it will become extremely infrequent.
Advanced Topics
Driving In Traffic
When going through intersections, you should make sure that the car has
enough momentum to carry it across. Therefore, avoid shifting gears within
the intersection. If the intersection is very large, you may shift towards
the second half. The important thing to remember is that the car should
have a positive speed when crossing the intersection. When shifting gears
the car will naturally coast, and this may not be desirable within the
intersection.
When turning corners, you should also avoid shifting, the principal
reason being that you need two hands on the steering wheel for proper control
in the turn. Shift to the appropriate gear before the turn. In some major
left turns you may need to shift while steering in the latter part of the
turn, otherwise the car will be in 1st. gear too long. This requires some
practice.
Avoid shifting gears when going over railroad crossings. This is very
important! You don't want to be in a situation where the engine is stalled
on top of train tracks. Make sure the car has enough momentum to make it
across the tracks, so that even if the car does stall, it will clear the
crossing to the other side.
In busy traffic you may find that many gear changes are required at
the low speeds. This can be very frustrating, and it is a major reason
why many people prefer to drive automatic cars in urban areas. Practice
the creeping technique, i.e. using the clutch as a brake at low speeds.
Remember that you can also "creep" in 2nd. gear, as long as the car keeps
rolling.
Shifting For Acceleration
Driving manual shift is always a compromise between power and fuel economy.
When the RPM's are high, the engine produces comparatively more power.
When the RPM's are low, the engine produces less power, but is more fuel
economical. Therefore, the lower the gear, the more power. So when you
need to accelerate (when passing, for example) the solution is to actually
gear down.
For example, if you're driving along a rural road at 80 km/h (50 mph)
in 5th. gear, and you come upon a truck ahead of you, the best way to accelerate
to pass the truck is to shift down to 4th. gear. The lower gear will give
the engine higher RPM's which allows you to accelerate sufficiently to
pass the truck. Once past, you would return to 5th. gear for the higher
speed.
As an experiment, drive down a straight stretch of road in a high gear
at a constant speed. Try pressing the gas hard to accelerate and take note
of the performance of the car. Next, try it again in a lower gear at the
same speed. You will find a much quicker acceleration. This technique works
in all gears at all speeds. If you need to accelerate in a critical accident
avoidance situation, the car will not respond unless you use the gearing
down technique.
Shifting For Hills
When going down a steep grade, keeping the car in a lower gear will allow
the engine to help with the braking task, saving wear on the brakes.
When climbing a steep hill, the engine will require more power, hence
a lower gear. When accelerating up a hill, make sure that you shift later
than usual, revving the engine sufficiently to compensate for the coasting
that occurs every time you shift. If you coast for too long up a hill,
the car will lose so much momentum that the need for the higher gear may
be nullified. So make sure you shift later up the hill, and the transition
should be as quick as possible.
Starting From A Stop On Uphills
One of the last things you'll get used to is the fact that manual shift
cars roll back on hills. Use these methods to reduce and prevent rolling
back:
Method One: Quick Transfer
This is the same as a normal start, except that the sequence is done
quickly. As soon as the brake is released, the car will start to roll back.
The clutch doesn't affect the movement of the car until the pedal is at
the friction point. So the solution is to bring up the clutch as quickly
as possible to the friction point, as soon as the brake is released. At
the same time, the right foot needs to get to the gas pedal quickly as
well. Once there, the two pedals balance each other while the car stops
rolling back and begins to roll forward. When starting on a hill remember
that more gas than normal is needed to climb the hill. If done correctly,
the car will STILL roll back, but only minimally. This is the normal,
everyday method.
Method Two: Clutch Technique
With this method, you should bring up the clutch to the friction point
before you release the brake. Once there (you'll feel pressure from the
engine to move the car, plus a slight drop in RPM's) you can release the
brake. The car should not roll back too far; in fact, it may even roll
forward a little bit. Add gas, and balance the pedals for a smooth start.
The drawback to this method is the high risk of stalling, especially if
you don't find the friction point accurately enough, and also unnecessary
wear on the clutch.
Method Three: Parking Brake Method
This method can be used to completely eliminate rolling back. It takes
a little coordination, but with practice it should allay any fears about
rolling back that a new driver may have.
Basically, the idea is to replace the foot brake with the parking brake.
While stopped and holding the foot brake, set the parking brake so that
the car doesn't roll. Release the foot brake, apply gas, and ease up on
the clutch to the friction point. You should feel the engine trying to
move the car. While the parking brake keeps the car from rolling back,
it also keeps the car from rolling forward. So when you feel some forward
motion in the car, keep the pedals balanced and release the parking brake.
The car should move forward. If the car still rolls back, it's because
the parking brake was released too soon. If you don't release the parking
brake, the engine may stall. Practice will improve your coordination.
Use this method when you absolutely can't afford to roll back - when
there is simply no space behind you. For example, if you park your car
on a steep hill and somebody else parks behind you very closely - use this
method.
Method Four: Heel And Toe
This is the most difficult technique to master. It involves applying
gas and brake at the same time with your right foot, while you search for
the friction point on the clutch. Hold the brake with your right heel,
sliding your toe to the right to apply gas. When you have the gas and clutch
balanced, release your heel off the brake. If you're flexible enough you
may use this method in place of the others.
A Note On Clutch Wear
One of the biggest concerns people have when learning to drive manual shift
is the inevitable wear and damage that can occur to the car. While this
is certainly important, it should be known that most modern cars are designed
to take some occasional wear as a normal part of their operating life.
Using the clutch will wear it out; there's no avoiding this, just as using
the brake pedal will wear out the brakes, opening the car door will wear
out the hinges, etc.
The way a clutch works is through friction (hence the term "friction
point"), much like a brake. The clutch consists of two metal plates, one
connected and spinning with the engine, and the other connected and spinning
with the wheels (through the transmission). When the pedal is raised, the
plates come together, and like a brake, friction is used to transfer the
rotation of one plate to the other. The car stalls when the wheels on the
road overcome the power of the engine, and the wheels spin when the engine
overcomes the inertia of the wheels. Just as brake pads wear out, so do
clutch plates. They need occasional replacement. In a new car, a clutch
should last at least 200,000 to 250,000 km (125,000 to 150,000 miles).
Undue wear occurs on the clutch when the driver holds the clutch too long
at the friction point. Ideally, you should only hold the clutch at the
friction point as long as necessary to make the car move forward smoothly.
However, new drivers tend to hold the clutch too long, in an effort to
locate the friction point accurately. With time and practice, this tendency
should disappear. If it doesn't, the clutch will need to be replaced prematurely.
Another source of damage is termed grinding
the gears. This occurs when the driver tries to change gears
without the clutch, or without the clutch fully depressed. What happens
is the gears inside the transmission grind against each other, unsynchronized,
causing the gear teeth to gnash violently. They may eventually break off
and cause very expensive repairs.
A new manual shift driver should learn in a car that's relatively inexpensive,
so that such wear and damage is less consequential. You wouldn't learn
to drive a Porsche without already knowing how to handle a clutch and gears,
for instance.
Happy Driving!
There are many aspects of driving manual shift that are not covered in
this primer, and which are best described by a professional driver trainer,
or somebody with a great deal of experience. All manual shift cars work
the same way; however, they will all feel different. Various differences:
lighter or stiffer clutch pedal, higher or lower friction point, smoother
or "clunkier" gearshift, variations in gear arrangement, and shorter or
longer shift movements. When you can master the basic skills, the rest
is practice. If you're learning on your own, recruit an experienced driver
to analyze your manual shift skills to make sure you're doing everything
correctly. The most important advice when learning to drive manual shift
in traffic is:
DON'T PANIC!
If you have any questions or comments, please e-mail the author, Edward
Rodrigues, at css@interlog.com.
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