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The Society of Automotive Engineers Fatigue Design & Evaluation Committee [SAE FD&E] is actively working on a total life project for weldments, in which the welding residual stress is a key contributor to an accurate assessment of fatigue life. Physics-based welding process simulation and various types of residual stress measurements were pursued to provide a representation of the residual stress field at the failure location in the fatigue samples. A well-controlled and documented robotic welding process was used for all sample fabrications to provide accurate inputs for the welding simulations. One destructive (contour method) residual stress measurement and several non-destructive residual stress measurements-surface X-ray diffraction (XRD), energy dispersive X-ray diffraction (EDXRD), and neutron diffraction (ND)-were performed on the same or similarly welded samples.

All around the world, steps are being taken to improve the quality of our environment. Prominent among these are the definition, implementation, and attainment of increasingly stringent emissions regulations for all types of engines, including off-highway diesels. These rigorous regulations have driven use of technologies like after-treatment, advanced air systems, and advanced fuel systems. Fuel dispensed off-highway is routinely and significantly dirtier than fuel from on-highway outlets. Furthermore, fuels used in developing countries can be up to 30 times dirtier than the average fuels in North America. Poor fuel cleanliness, coupled with the higher pressures and performance demands of modern fuel systems, create life challenges greater than encountered with cleaner fuels. This can result in costly disruption of operations, loss of productivity, and customer dissatisfaction in the off-highway market.

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 NOx reduction performance under lean conditions over γ-alumina was evaluated using a micro-reactor system and a non-thermal plasma-equipped bench test system. Various alumina samples were obtained from alumina manufacturers to assess commercial alumina materials. In addition, γ-alumina samples were synthesized at Caterpillar with a sol-gel technique in order to control alumina properties. The deNOx performances of the alumina samples were compared. The alumina samples were characterized with analytical techniques such as inductively coupled plasma (ICP) emission spectroscopy, temperature programmed desorption (TPD) and surface area measurements (BET) to understand physical and chemical properties. The information derived from these techniques was correlated with the NOx reduction performance to identify key parameters of γ-alumina for optimizing materials for lean-NOx and plasma assisted catalysis.

There has been an ongoing interest in replacing mineral oil with more biodegradable and/or fire-resistant hydraulic fluids in many mobile equipment applications. Although many alternative fluids may be more biodegradable, or fire-resistant, or both than mineral oil, they often suffer from other limitations such as poorer wear, oxidative stability, and yellow metal corrosion which inhibit their performance in high-pressure hydraulic systems, particularly high pressure piston pump applications. From the fluid supplier's viewpoint, the development of a definitive test, or series of tests, that provides sufficient information to determine how a given fluid would perform with various hydraulic components would be of interest because it would minimize extensive testing. This is often too slow or prohibitively expensive. Furthermore, from OEM's (original equipment manufacturer's) point of view, it would be advantageous to develop a more effective, industry accepted fluid analysis screening.

The ASTM test method D-2882 (Standard Test Method for Indicating the Wear Characteristics of Petroleum and Non-Petroleum Hydraulic Fluids in a Constant Volume Vane Pump) is widely used to evaluate hydraulic fluids. Performing this method can be difficult due to problems with the pump hardware and the written procedure. This paper discusses the problems and suggests possible remedies.

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.

Improved fuel economy and reduction of emissions can be achieved by insulation of the combustion chamber components to reduce heat rejection. However, such insulation will also increase the operating temperature of the piston ring/cylinder liner interface from approximately 150°C to over 300°C. Since existing ring/liner materials cannot withstand these higher operating temperatures alternatives are needed for this critical tribological interface. This paper describes the development of a cost effective ID grinding technique for machining the bores of plasma sprayed diesel engine cylinder liners.

Although the selection and role of hydraulic fluids as energy transfer agents is relatively well understood, there is no consensus on the appropriate procedures to evaluate lubrication properties on a laboratory scale. Because the use of bench tests such as the Shell 4-ball has traditionally produced poor pump wear correlations, it has been necessary to develop various hydraulic pump tests for this purpose. Since hydraulic fluid lubrication is being modeled, it is necessary to view these hydraulic pump tests as tribological tests. The objective of this paper is to provide an overview of various vane, piston and gear pump tests that have been reported as tribological tests.

Because of on-board fire problems during World War II, the us Navy initiated a program to develop hydraulic fluids that were more fire-resistant than the mineral oils that were in use at that time. Water-glycol hydraulic fluids were subsequently developed and first commercialized in 1947 which offered vastly improved fire resistance relative to mineral oils. Since 1947, in addition to formulation changes, there is significantly greater understanding of the impact of these changes on pump wear performance. This paper will present a selected overview of water-glycol formulation chemistry, some of the fluid formulation issues that have been encountered and the evolutionary improvement of hydraulic pump wear performance.

Hydraulic fluid performance, including water-glycols (W/G), is dependent on the chemical composition of the fluid and cleanliness. An overview of W/G fluid chemistry on pump wear is provided here. Also provided, is a brief overview of the impact of fluid cleanliness on the potential wear properties of various components. Finally, an overview of recommended analytical procedures to assure adequate long-term fluid hydraulic and lubrication performance is provided. If these procedures are followed, substantial improvements in hydraulic pump longevity and performance will be realized.

The antiwear results of a series of hydraulic fluids were determined using various bench wear tests including: Shell 4-Ball, Pin-on-V-Block Falex Wear Test, SRV Ball-on-Disk, Timken Block-on-Ring and a recently developed cyclic contact stress (3-vane-on-ring) test and the ASTM D-2882 Sperry-Vickers V-104 vane pump test. These bench tests were selected since they are used in the fluid power industry for fluid selection, qualification and performance troubleshooting. The results of this work showed that none of the bench tests evaluated provided any correlation with the wear rates obtained with the ASTM D-2882 pump test. Comparison of these results relative to fundamental lubrication principles and published literature on similar problems showed that bench wear test correlations are possible only if the conditions of the wear test, such as wear contact geometry, loading, speeds, and materials reasonably model the specific wear contact of interest in the hydraulic pump.

A new approach is presented for the evaluation of hydraulic fluids for pump wear performance. The approach uses performance maps developed in terms of rolling and sliding velocities to establish lubrication and failure regimes for test fluids. Testing pathways within the performance map can determine the fluid attributes for wear, scuffing and traction (friction). The measurement of oil film thickness with optical interferometry is used as part of a comprehensive approach for fluid evaluation. These measurements allow the lubricated contact itself to provide the viscous film forming properties of the fluid. An “effective” pressure-viscosity coefficient is determined for a range of fluid types. Performance mapping, together with film thickness measurements, provide an insight into the fundamental chemical and physical attributes of the fluid. The new approach provides an alternative to the limited reliability of bench tests and the time consuming and expensive hydraulic pump tests.

The bending fatigue performance of gears, cantilever beam specimens, and notched-axial specimens were evaluated and compared. Specimens were machined from a modified SAE-4118 steel, gas-carburized, direct-quenched and tempered. Bending fatigue specimens were characterized by light metallography to determine microstructure and prior austenite grain size, x-ray analysis for residual stress and retained austenite measurements, and scanning electron microscopy to evaluate fatigue crack initiation, propagation and overload. The case and core microstructures, prior austenite grain sizes and case hardness profiles from the various types of specimens were similar. Endurance limits were determined to be about 950 MPa for both the cantilever beam and notched-axial fatigue specimens, and 1310 MPa for the single gear tooth specimens.

There is increasing interest in the development of bench tests to characterize the performance of hydraulic fluids in order to minimize the cost of testing and the volumes of fluid currently required for pump testing. One method which permits comprehensive characterization of the boundary, mixed EHD and EHD wear regimes encountered in pump lubrication is to develop a performance map. This paper discusses the use of this testing method to characterize the performance of two experimental hydraulic fluid formulations.

All types of hydraulic fluids may encounter thermal excursions at some point during their lifetime in use. When this occurs, there is the potential for the formation of degradation by-products. For most hydraulic fluids, including water-glycols, these degradation by-products include various low molecular weight carboxylic acids, e.g. formic acid and acetic acid. This paper describes the potential formation of these acids and the impact of their presence on wear and corrosion of hydraulic systems.

Testing of nonasbestos gasket facing materials using high-temperature creep, high-pressure sealability, and an elevated pressure thermal conductance apparatus is presented. A discussion of the composition of nonasbestos facing suggests that thermal gravimetric analysis yields little useful information to the designer and that high-performance testing under thermal and/or compressive load are required. Materials are ranked in order of service temperature from cellulose fiber reinforced to homogenous flexible graphite. The data lead to the conclusion that the changes occurring in a gasket facing from ten percent thermally induced compressive creep can result in orders of magnitude change in sealability.