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A project was conducted by Southwest Research Institute on behalf of the California Air Resources Board and the South Coast Air Quality Management District to demonstrate the technical feasibility of utilizing closed-loop three-way catalyst technology in off-road equipment applications. Five representative engines were selected, and baseline emission-tested using both gasoline and LPG. Emission reduction systems, employing three-way catalyst technology with electronic fuel control, were designed and installed on two of the engines. The engines were then installed in a fork lift and a pump system, and limited durability testing was performed. Results showed that low emission levels, easily meeting CARB's newly adopted large spark-ignited engine emission standards, could be achieved.

Radioactive tracer technology is an important tool for measuring component wear on a real-time basis and is especially useful in measuring engine wear as it is affected by combustion system operation and lubricant performance. Combustion system operation including the use of early and/or late fuel injection and EGR for emissions control can have a profound effect on aftertreatment contamination and engine reliability due to wear. Liner wear caused by localized fuel impingement can lead to excessive oil consumption and fuel dilution can cause excessive wear of rings and bearings. To facilitate typical wear measurement, the engine's compression rings and connecting rod bearings are initially exposed to thermal neutrons in a nuclear reactor to produce artificial radioisotopes that are separately characteristic of the ring and bearing wear surfaces.

Radioactive tracer technology (RAT) is an important tool in measuring component wear in an operating engine on a real-time basis. This paper will discuss the use of RAT to study and evaluate boundary lubricant and surfactant chemistries aimed at providing benefits in wear control. In particular, RAT was employed to study ring and bearing wear as a function of engine operating condition (speed, load, and temperature) and lubricant characteristics. Prior to testing, the engine's compression rings and connecting rod bearings were subjected to bulk thermal neutron bombardment in a nuclear reactor to produce artificial radioisotopes that were separately characteristic of the ring and bearing wear surfaces. The irradiated parts were installed in the test engine, after which testing to a specific test matrix was accomplished.

The Texas Department of Transportation (TxDOT) began using an ultra-low-sulfur, low aromatic, high cetane number diesel fuel (TxLED, Texas Low Emission Diesel) in June 2003. They initiated a simultaneous study of the effectiveness to reduce emissions and influence fuel economy of this fuel in comparison to 2D on-road diesel fuel used in both their on-road and off-road equipment. The study incorporated analyses for the fleet operated by the Association of General Contractors (AGC) in the Houston area. Some members of AGC use 2D off-road diesel in their equipment. One off-road engine, two single-axle dump trucks, and two tandem-axle dump trucks were tested. The equipment tested included newer electronically-controlled diesels. The off-road engine was tested over the TxDOT Telescoping Boom Excavator Cycle. The dump trucks were tested using the “route” technique over the TxDOT Single-Axle Dump Truck Cycle or the TxDOT Tandem-Axle Dump Truck Cycle.

The Texas Department of Transportation began using an emulsified diesel fuel in 2002. They initiated a simultaneous study of the effectiveness of this fuel in comparison to 2D on-road diesel fuel and 2D off-road diesel. The study included comparisons of fuel economy and emissions for the emulsion, Lubrizol PuriNOx®, relative to conventional diesel fuels. Two engines and eight trucks, four single-axle dump trucks, and four tandem-axle dump trucks were tested. The equipment tested included both older mechanically-controlled diesels and newer electronically-controlled diesels. The two engines were tested over two different cycles that were developed specifically for this project. The dump trucks were tested using the “route” technique over one or the other of two chassis dynamometer cycles that were developed for this project In addition to fuel efficiency, emissions of NOx, PM, CO, and HCs were measured. Additionally, second-by-second results were obtained for NOx and HCs.

The objective was to demonstrate the feasibility of operating a natural gas two-stroke engine using glow plug ignition with very lean mixtures. Based on the results obtained, the term SCGI (stratified charge glow plug ignition) was coined to describe the engine. An JLO two-stroke diesel engine was converted first to a natural gas fueled spark-ignited engine for the baseline tests, and then to an SCGI engine. The SCGI engine used a gas operated valve in the cylinder head to admit the natural gas fuel, and a glow plug was used as a means to initiate the combustion. The engine was successfully run, but was found to be sensitive to various conditions such as the glow plug temperature. The engine would run very lean, to an overall equivalence ratio of 0.33, offering the potential of good fuel economy and low NOx emissions.

A dilute spark-ignited engine concept has been developed as a potential low cost competitor to diesel engines by Southwest Research Institute (SwRI), with a goal of diesel-like efficiency and torque for light- and medium-duty applications and low-cost aftertreatment. The targeted aftertreatment method is a traditional three-way catalyst, which offers both an efficiency and cost advantage over typical diesel aftertreatment systems. High levels of exhaust gas recirculation (EGR) have been realized using advanced ignition systems and improved combustion, with significant improvements in emissions, efficiency, and torque resulting from using high levels of EGR. The primary motivation for this work was to understand the impact high levels of EGR would have on particulate matter (PM) formation in a port fuel injected (PFI) engine. While there are no proposed regulations for PFI engine PM levels, the potential exists for future regulations, both on a size and mass basis.

Two large, heavy light-duty gasoline vehicles (2004 model year Ford F-150 with a 5.4 liter V8 and GMC Yukon Denali with a 6.0 liter V8) were baselined for emission performance over the FTP driving cycle in their stock configurations. Advanced emission systems were designed for both vehicles employing advanced three-way catalysts, high cell density ceramic substrates, and advanced exhaust system components. These advanced emission systems were integrated on the test vehicles and characterized for low mileage emission performance on the FTP cycle using the vehicle's stock engine calibration and, in the case of the Denali, after modifying the vehicle's stock engine calibration for improved cold-start and hot-start emission performance.

The new Beijing Automotive Industry Corporation (BAIC) engine, an evolution of the 2.3L 4-cylinder turbocharged gasoline engine from Saab, was designed, built, and tested with close collaboration between BAIC Motor Powertrain Co., Ltd. and Southwest Research Institute (SwRI®). The upgraded engine was intended to achieve low fuel consumption and a good balance of high performance and compliance with Euro 6 emissions regulations. Low fuel consumption was achieved primarily through utilizing cooled low pressure loop exhaust gas recirculation (LPL-EGR) and dual independent cam phasers. Cooled LPL-EGR helped suppress engine knock and consequently allowed for increased compression ratio and improved thermal efficiency of the new engine. Dual independent cam phasers reduced engine pumping losses and helped increase low-speed torque. Additionally, the intake and exhaust systems were improved along with optimization of the combustion chamber design.

Experiments were performed on a 2.4L boosted, MPI gasoline engine, equipped with a low-pressure loop (LPL) cooled EGR system and an advanced ignition system, using fuels with varying anti-knock indices. The fuels were blends of 87, 93 and 105 Anti-Knock Index (AKI) gasoline. Ignition timing and EGR sweeps were performed at various loads to determine the tradeoff between EGR level and fuel octane rating. The resulting engine data was analyzed to establish the relationship between the octane requirement and the level of cooled EGR used in a given application. In addition, the combustion difference between fuels was examined to determine the effect that fuel reactivity, in the form of anti-knock index (AKI), has on EGR tolerance and burn rate. The results indicate that the improvement in effective AKI of the fuel from using EGR is constant across commercial grade gasolines at about 0.5 ON per % EGR.

Experiments were performed on a small displacement (< 2 L), high compression ratio, 4 cylinder, port injected gasoline engine equipped with Dedicated EGR® (D-EGR®) technology using fuels with varying anti-knock properties. Gasolines with anti-knock indices of 84, 89 and 93 anti-knock index (AKI) were tested. The engine was operated at a constant nominal EGR rate of ∼25% while varying the reformation ratio in the dedicated cylinder from a ϕD-EGR = 1.0 - 1.4. Testing was conducted at selected engine speeds and constant torque while operating at knock limited spark advance on the three fuels. The change in combustion phasing as a function of the level of overfuelling in the dedicated cylinder was documented for all three fuels to determine the tradeoff between the reformation ratio required to achieve a certain knock resistance and the fuel octane rating.

The impact of additive and oil chemistry on low speed pre-ignition (LSPI) was evaluated. An additive metals matrix varied the levels of zinc dialkyldithiophosphate (ZDDP), calcium sulfonate, and molybdenum within the range of commercially available engine lubricants. A separate test matrix varied the detergent chemistry (calcium vs. magnesium), lubricant volatility, and base stock chemistry. All lubricants were evaluated on a LSPI test cycle developed by Southwest Research Institute within its Pre-Ignition Prevention Program (P3) using a GM LHU 2.0 L turbocharged GDI engine. It was observed that increasing the concentration of calcium leads to an increase in the LSPI rate. At low calcium levels, near-zero LSPI rates were observed. The addition of zinc and molybdenum additives had a negative effect on the LSPI rate; however, this was only seen at higher calcium concentrations.

The use of cooled EGR as a knock suppression tool is gaining more acceptance worldwide. As cooled EGR become more prevalent, some challenges are presented for engine designers. In this study, the impact of cooled EGR on peak cylinder pressure was evaluated. A 1.6 L, 4-cylinder engine was operated with and without cooled EGR at several operating conditions. The impact of adding cooled EGR to the engine on peak cylinder pressure was then evaluated with an attempt to separate the effect due to advanced combustion phasing from the effect of increased manifold pressure. The results show that cooled EGR's impact on peak cylinder pressure is primarily due to the knock suppression effect, with the result that an EGR rate of 25% leads to an almost 50% increase in peak cylinder pressure at a mid-load condition if the combustion phasing is advanced to Knock Limited Spark Advance (KLSA). When combustion phasing was held constant, increasing the EGR rate had almost no effect on PCP.

A technology path has been identified for development of a high efficiency, durable, gasoline engine, targeted at achieving performance and emissions levels necessary to meet heavy-duty, on-road standards of the foreseeable future. Initial experimental and numerical results for the proposed technology concept are presented. This work summarizes internal research efforts conducted at Southwest Research Institute. An alternative combustion system has been numerically and experimentally examined. The engine utilizes gasoline as the fuel, with a combination of enabling technologies to provide high efficiency operation at ultra-low emissions levels. The concept is based upon very highly-dilute combustion of gasoline at high compression ratio and boost levels. Results from the experimental program have demonstrated engine-out NOx emissions of 0.06 g/hp/hr, at single-cylinder brake thermal efficiencies (BTE) above thirty-four percent.

SwRI has developed a new technology concept involving the use of high EGR rates coupled with a high-energy ignition system in a gasoline engine to improve fuel economy and emissions. Based on a single-cylinder study [1], this study extends the concept of a high compression ratio gasoline engine with EGR rates > 30% and a high-energy ignition system to a multi-cylinder engine. A 2000 MY Isuzu Duramax 6.6 L 8-cylinder engine was converted to run on gasoline with a diesel pilot ignition system. The engine was run at two compression ratios, 17.5:1 and 12.5:1 and with two different EGR systems - a low-pressure loop and a high pressure loop. A high cetane number (CN) diesel fuel (CN=76) was used as the ignition source and two different octane number (ON) gasolines were investigated - a pump grade 91 ON ((R+M)/2) and a 103 ON ((R+M)/2) racing fuel.

The spark ignition (SI) engine has been known to exhibit several different abnormal combustion phenomena, such as knock or pre-ignition, which have been addressed with improved engine design or control schemes. However, in highly boosted SI engines, Low-Speed Pre-Ignition (LSPI), a pre-ignition event typically followed by heavy knock, has developed into a topic of major interest due to its potential for engine damage. Previous experiments associated increases in hydrocarbon emissions with the blowdown event of an LSPI cycle [1]. Also, the same experiments showed that there was a dependency of the LSPI activity on fuel and/or lubricant compositions [1]. Based on these findings it was hypothesized that accumulated hydrocarbons play a role in LSPI and are consumed during LSPI events. A potential source for accumulated HC is the top land piston crevice.

The engine selected for this work was a Caterpillar 3176 engine. Engine exhaust emissions, performance, and heat release rates were measured as functions of engine configuration, engine speed and load. Two engine configurations were used, a standard 1994 design and a 1994 configuration with EGR designed to achieve a NOx emissions level of 2.5 gm/hp-hr. Measurements were performed at 7 different steady-state, speed-load conditions on thirteen different test fuels. The fuel matrix was statistically designed to independently examine the effects of the targeted fuel properties. Cetane number was varied from 40 to 55, using both natural cetane number and cetane percent improver additives. Aromatic content ranged from 10 to 30 percent in two different forms, one in which the aromatics were predominantly mono-aromatic species and the other, where a significant fraction of the aromatics were either di- or tri-aromatics.

Because of the thermodynamic relationship of pressure, temperature and volume for processes which occur in an internal-combustion engine (ICE), and their relationship to ideal efficiency and efficiency-limiting phenomena e.g. knock in spark-ignition engines, changing the thermo-chemical properties of the in-cylinder charge should be considered as an increment in the development of the ICE engine for future efficiency improvements. Exhaust gas recirculation (EGR) in spark-ignited gasoline engines is one increment that has been made to alter the in-cylinder charge. EGR gives proven thermal efficiency benefits for SI engines which improve vehicle fuel economy, as demonstrated through literature and production applications. The thermal efficiency benefit of EGR is due to lower in-cylinder temperatures, reduced heat transfer and reduced pumping losses. The next major increment could be modifying the constituents of the EGR stream, potentially through the means of a membrane.

A combined, experimental and numerical program is presented. This work summarizes an internal research effort conducted at Southwest Research Institute. Meeting new, stringent emissions regulations for diesel engines requires a way to reduce NOx and soot emissions. Most emissions reduction strategies reduce one pollutant while increasing the other. Water injection is one of the few promising emissions reduction techniques with the potential to simultaneously reduce soot and NOx in diesel engines. While it is widely accepted that water reduces NOx via a thermal effect, the mechanisms behind the reduction of soot are not well understood. The water could reduce the soot via physical, thermal, or chemical effects. To aid in developing water injection strategies, this project's goal was to determine how water enters the soot formation chemistry.

The effect of combustion chamber wall-wetting on the emissions of unburned and partially-burned hydrocarbons (HCs) from gasoline-fueled SI engines was investigated experimentally. A spark-plug mounted directional injection probe was developed to study the fate of liquid fuel which impinges on different surfaces of the combustion chamber, and to quantify its contribution to the HC emissions from direct-injected (DI) and port-fuel injected (PFI) engines. With this probe, a controlled amount of liquid fuel was deposited on a given location within the combustion chamber at a desired crank angle while the engine was operated on pre-mixed LPG. Thus, with this technique, the HC emissions due to in-cylinder wall wetting were studied independently of all other HC sources. Results from these tests show that the location where liquid fuel impinges on the combustion chamber has a very important effect on the resulting HC emissions.