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A multi-year Power System R&D project was initiated with the objective of developing an off-road hybrid heavy-duty concept diesel engine with front end accessory drive-integrated energy storage. This off-road hybrid engine system is expected to deliver 15-20% reduction in fuel consumption over current Tier 4 Final-based diesel engines and consists of a downsized heavy-duty diesel engine containing advanced combustion technologies, capable of elevated peak cylinder pressures and thermal efficiencies, exhaust waste heat recovery via SuperTurbo™ turbocompounding, and hybrid energy recovery through both mechanical (high speed flywheel) and electrical systems. The first year of this project focused on the definition of the hybrid elements using extensive dynamic system simulation over transient work cycles, with hybrid supervisory controls development focusing on energy recovery and transient load assist, in Caterpillar’s DYNASTY™ software environment.

Today’s business climate and economy demand new, innovative strategies from the initial kickoff of research and development - to the mining of ore from the earth - to the final inspection of a finished product in a mid-western factory. From startup companies with two employees to the largest companies, the world faces new and challenging requirements every day. The demands from companies, customers, executives, and shareholders continue to drive for higher outputs with more efficient use of personnel and investments. Fortunately, the rate of technology continues to exponentially accelerate, which allows those at the cutting edge of technology to capitalize. Caterpillar has been a pioneer in advanced technology since its inception and has been developing the foundation for autonomy over the past four decades.

Despite numerous research efforts, there is no reliable and widely accepted tool for the prediction of erosion prone material surfaces due to collapse of cavitation bubbles. In the present paper an Erosion Aggressiveness Index (EAI) is proposed, based on the pressure loads which develop on the material surface and the material yield stress. EAI depends on parameters of the liquid quality and includes the fourth power of the maximum bubble radius and the bubble size number density distribution. Both the newly proposed EAI and the Cavitation Aggressiveness Index (CAI), which has been previously proposed by the authors based on the total derivative of pressure at locations of bubble collapse (DP/Dt>0, Dα/Dt<0), are computed for a cavitating flow orifice, for which experimental and numerical results on material erosion have been published. The predicted surface area prone to cavitation damage, as shown by the CAI and EAI indexes, is correlated with the experiments.

Off-highway machine mounting system isolation, especially the cab mounting system, significantly affects the operator comfort by providing damping to the harsh inputs and isolating the structure-borne energy from traveling into the cab. Mounting system isolation performance is decided not only by the isolation component, but also the mounting bracket structure, and should be treated as a system. This paper gives a review of how the mounting system isolates structural energy and the effect of the bracket structure stiffness to the mounting system isolation performance.

Most of the history of systems engineering has been focused on processes for engineering a single complex system. However, most large enterprises design, manufacture, operate, sell, or support not one product but multiple product lines of related but varying systems. They seek to optimize time to market, costs of development and production, leverage of intellectual assets, best use of talented human resources, overall competitiveness, overall profitability and productivity. Optimizing globally across multiple product lines does not follow from treating each system family member as an independently engineered system or product. Traditional systems engineering principles can be generalized to apply to families. This article includes a multi-year case study of the actual use of a generic model-based systems engineering methodology for families, Systematica™, across the embedded electronic systems products of one of the world's largest manufacturers of heavy equipment.

The induction hardening process involves a complex interaction of electromagnetic heating, rapid cooling, metallurgical phase transformations, and mechanical behavior. Many factors including induction coil design, power, frequency, scanning velocity, workpiece geometry, material chemistry, and quench severity determine a process outcome. This paper demonstrates an effective application of a numerical analysis tool for understanding of induction hardening. First, an overview of the Caterpillar induction simulation tool is briefly discussed. Then, several important features of the model development are examined. Finally, two examples illustrating the use of the computer simulation tool for solving induction-hardening problems related to cracking and distortion are presented. These examples demonstrate the tool's ability to simulate changes in process parameters and latitude of modeling steel or cast iron.

Technical groups worldwide have been actively developing specifications and requirements for biodegradable hydraulic fluids for mobile applications. These groups have recognized that an industry-wide specification is necessary due to the increase in environmental awareness in the agriculture, construction, forestry, and mining industries, and to the increasing number of local regulations primarily throughout Europe. Caterpillar has responded to this need by publishing a requirement, Caterpillar BF-1, that may be used by Caterpillar dealers, customers, and industry to help select high-performance biodegradable hydraulic fluids. This requirement was written with the input of several organizations that are known to be involved with the development of similar types of specifications and requirements.

Engineering new technology and products challenges managers to balance design innovation and program risk. To do this, managers need methods to judge future results to avoid program and product disasters. Besides the traditional prediction tools of schedule, simulations and “iron tests”, process control standards (with measurements) can also be applied to the development programs to mitigate risks. This paper briefly discusses the theory and case history behind some new process control methods and standards currently in place at Caterpillar's Electrical & Electronics department. Process standards reviewed in this paper include process mapping, ISO9001, process controls, and process improvement models (e.g. SEI's CMMs.)