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Fossil fuel consumption is a significant factor in terms of both economic and environ-mental impact of on- and off-highway systems. Because fuel consumption can be directly tied to equipment efficiency, gains in efficiency can lead to reduction in operating costs as well as conservation of nonrenewable resources. Fluid performance has a direct effect on the efficiency of a hydraulic system. A procedure has been developed for measuring a fluid's effect on the degree to which mechanical power is efficiently converted to hydraulic power in pumps typical of off-highway applications.

The Texas Department of Transportation (TxDOT) began using an emulsified diesel fuel in July 2002. They initiated a simultaneous study of the effectiveness of this fuel in comparison to 2D on-road diesel fuel, which they use in both their on-road and off-road equipment. The study also incorporated analyses for the fleet operated by the Associated General Contractors (AGC) in the Houston area. Some members of AGC use 2D off-road diesel fuel in their equipment. The study included comparisons of fuel economy and emissions for the emulsified fuel relative to the conventional diesel fuels. Cycles that are known to be representative of the typical operations for TxDOT and AGC equipment were required for use in this study. Four test cycles were developed from data logged on equipment during normal service: 1) the TxDOT Telescoping Boom Excavator Cycle, 2) the AGC Wheeled Loader Cycle, 3) the TxDOT Single-Axle Dump Truck Cycle, and 4) the TxDOT Tandem-Axle Dump Truck Cycle.

Continuously variable split power transmissions can offer a clutchless transition from reverse through neutral and into the forward driving mode. This is accomplished by splitting the input power between fixed ratio and variable ratio branches and recombining the power with a planetary set. Further, these transmissions offer seamless ratio changes throughout their range. In contrast to these benefits, single stage designs can suffer from recirculated power, which increases the power level through the variator. This results in the need for a larger variator, which reduces efficiency and increases weight and inertia. In addition, single stage designs can experience high planetary member speeds as a result of a wide transmission ratio range. Seven dual stage input coupled transmission models are developed in an effort to reduce the recirculated power and high planetary member speeds found in the single stage designs. Speed, torque and power models are developed in Matlab and Excel.

Verification and validation (V&V) is an enabling methodology for the development of models that can be used to make engineering predictions with high confidence. Model V&V procedures are needed by government and industry to reduce the time, cost and danger associated with component and full-scale testing of products, materials, and weapons. The development of guidelines and procedures for conducting a V&V program are currently being defined by a broad spectrum of researchers. This paper briefly reviews the main concepts involved in V&V and then focuses on the critical role that nondeterministic analysis plays in the V&V process.

This paper describes the results of using the Southwest Research Institute (SwRI) engine friction model to examine the effects of changing certain design parameters on the friction of a gasoline engine. The paper gives the results of an examination of the effects of changing the main and cam-shaft bearing aspect ratio on the friction of those bearings, and the effect of the tension of the piston rings, and the gas loading on them. The model predicts that the friction of the piston rings is the highest single component in the friction, except at high engine speeds, where the predicted windage was greater. Next, after the piston rings, was the piston skirt friction. The remaining components were relatively small, and in order of importance were the accessories, the cam bearing friction, cam/tappet friction, the main bearing, the crank pin, and oscillatory friction in the valve train, in that order.

The measurement of piston temperature in a reciprocating engine has historically been a very time-consuming and expensive process. Several conditions exist in an engine that measurement equipment must be protected against. Acceleration forces near 2000 G's occur at TDC in automotive engines at rated speed. Operating temperatures inside the crankcase can range to near 150°C. To allow complete mapping of piston temperature, several measuring locations are required in the piston and data must be obtained at various engine operating conditions. Southwest Research Institute (SwRI) has developed a telemetry-based system that withstands the harsh environments mentioned above. The device is attached to the underside of a piston and temperature data is transmitted to a receiving antenna in the engine crankcase. The key element of this device is a tiny power generator which utilizes the reciprocating motion of the piston to generate electricity thus allowing the transmitter to be self-powered.

The engine intake process governs many aspects of the flow within the cylinder. The inlet valve is the minimum area, so gas velocities at the valve are the highest velocities seen. Geometric configuration of the inlet ports and valves, and the opening schedule create organized large scale motions in the cylinder known as swirl and tumble. Good charge motion within the cylinder will produce high turbulence levels at the end of the compression stroke. As the turbulence resulting from the conversion energy of the inlet jet decays fast, the strategy is to encapsulate some of the inlet jet in the organized motions. In this work the baseline port of a 2.0 L gasoline engine was modified by inserting a tumble plate. The work was done in support of an experimental study for which a new single-cylinder research engine was set up to allow combustion system parameters to be varied in steps over an extensive range. Tumble flow was one such parameter.

A simulation framework with a validated system model capable of estimating fuel consumption is a valuable tool in analysis and design of the hybrid vehicles. In particular, the framework can be used for (1) benchmarking the fuel economy achievable from alternate hybrid powertrain technologies, (2) investigating sensitivity of fuel savings with respect to design parameters (for example, component sizing), and (3) evaluating the performance of various supervisory control algorithms for energy management. This paper describes such a simulation framework that can be used to predict fuel economy of series hydraulic hybrid vehicle for any specified driver demand schedule (drive cycle), developed in MATLAB/Simulink. The key components of the series hydraulic hybrid vehicle are modeled using a combination of first principles and empirical data. A simplified driver model is included to follow the specified drive cycle.

The design of helical Intake ports for swirl generation is a process that has been developed over a number of years through primarily empirical methods. A number of design rules have been established that enable designers to develop ports that approach the state-of-the-art for maximum swirl generation with minimum pressure loss. More recently, computer-aided design (CAD) tools have been introduced that permit geometry and features to be accurately defined by mathematical surface descriptions, and to be parameterized such that derived geometry is updated automatically along with parent features. The author has developed a parametric design approach for helical ports that incorporates the lessons learned from experience into a systematic design procedure. This procedure takes advantage of the current CAD capabilities to expedite the design process and improve the result.

Computer based analytical design techniques are transforming the engine design process. Analytical tools allow faster and more accurate design optimization. The design process is also shortened because the electronic transfer of files permits the design to be worked concurrently by engineers working with different analysis packages or on various parts of the design. Prototype parts and tooling can be made directly from the Computer-Aided Design (CAD) by various rapid prototyping methods. The analytical design techniques can also permit a highly optimized design with less possibility of corrections being necessary in the development stages. This paper reviews these new design techniques and examines how they can be used to improve the design technique. The following design tools are discussed.

Life prediction and reliability analysis of a cam roller system were investigated. From the tribological analysis, the cam roller system was found to operate under low film parameter conditions and components were subjected to the risk of contact fatigue. Surface analysis performed on the failed rollers indicated that the surface distress was the primary cause for failure. Then, numerical analyses were performed to evaluate the cam roller life and its related reliability. The adopted approach combined a contact fatigue crack growth calculations with a probabilistic model for controlling the design uncertainty. The computation-efficient Fast Probabilistic Integration (FPI™) code was used to solve the problem. With appropriate descriptions for uncertainty distributions, the surface fatigue life of the specified cam roller system can be predicted along with a confident reliability level.

The United States and Europe are mandating increasingly severe diesel fuel specifications, particularly with respect to sulfur content, and in some areas, aromatics content. This trend is directed towards reducing vehicle exhaust emissions and is generally beneficial to fuel quality, ignition ratings, and stability. However, laboratory studies, as well as recent field experience in Sweden and the United States, indicate a possible reduction in the ability of fuels to lubricate sliding components within the fuel injection system. These factors, combined with the trend toward increasing injection pressure in modern engine design, are likely to result in reduced durability and failure of the equipment to meet long-term emissions compliance. The U.S. Army Belvoir Fuels and Lubricants Research Facility (BFLRF) located at Southwest Research Institute (SwRI) developed an accelerated wear test that predicts the effects of fuel lubricity on injection system durability.

The principles of the magnetic-perturbation method of flaw detection and the Barkhausen noise residual stress measurement method are briefly reviewed. It is suggested that they provide very powerful tools for assuring improved ball bearing performance. The methods are applied for the evaluation of ball bearing races. Typical experimental results are presented along with metallurgical sectioning correlation.

Fuel conservationists will welcome this practicable proposal for converting railroads from diesel fuel to propane gas propulsion. Propane is no newcomer to the fuel family, but the advantages of economy, simplicity of operation, minimal maintenance, and extended life of equipment, as presented in this paper, show up its unexploited and extensive potential use in all mobile units. This careful study includes experimental results and data especially applied to railroad engines, even to conversion plans for existing engines that allows an interchangeable fuel system to accommodate present supply and variable cost factors in the United States.

This paper discusses the techniques and diagnostic significance of atomic absorption, atomic emission, and infrared spectrometric analysis of crankcase lubricants, with the use of supplementary data where pertinent. The parameters affecting used oil analytical data are discussed in terms of examples from Army general purpose vehicle test engines. Wear metals in used gear oils are also discussed and examples are given. Analytical methods and their applications are fully described, and the equipment and procedures for infrared spectroscopy and gas chromatography techniques are outlined.

An experimental sensor array that measures dynamic exhaust temperature and dynamic smoke for the purpose of diagnosing diesel engine fuel injection equipment was designed, built, and tested. The sensor array is portable and easily installed on truck tailpipes, and was tested using two 6V-53 Detroit Diesel engines. The dynamic temperature sensor is a very high response instrument capable of measuring changes in gas temperature in excess of 104°F/second. The dynamic smokemeter is an optical device designed to measure very low levels of light opacity in the smoke plume, with a response compatible with the engine firing frequency. Dynamic exhaust temperature data had more diagnostic significance than dynamic smoke in the detection of maximum power degrading fuel injection faults.

A new approach to reclaiming the spoil areas produced by area-type mining operations has been developed. This system uses a machine known as a winch-dozer, consisting of a pair of large back-to-back buckets which are drawn by cable across spoil piles, moving back and forth between a “tailblock” anchor and a “drawworks” winch unit developed as an attachment to a large crawler tractor. The system is expected to reduce the cost of reclamation leveling by 40-50%. The system permits more effective power utilization due to the blade system's light weight, induces caving of spoil banks, and permits moving spoil in both directions of blade travel.

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.

U.S. Army arctic engine oil, MIL-L-46167B, designated OEA, provides excellent low-temperature operation and is multi functional. It is suitable for crankcase lubrication of reciprocating internal combustion engines and for power-transmission fluid applications in ground equipment. However, this product required 22-percent derated conditions in the two-cycle diesel engine qualifications test. Overall, OEA oil was limited to a maximum ambient temperature use of 5°C for crankcase applications. The technical feasibility of developing an improved, multi functional arctic engine oil for U.S. military ground mobility equipment was investigated. The concept was proven feasible, and the new oil, designated as OEA-30, has exceptional two-cycle diesel engine performance at full engine output and can be operated beyond the 5°C maximum ambient temperature limit of the MIL-L-46167B product.

The process of developing, parameterizing, validating, and maintaining models occurs within a wide variety of tools, and requires significant time and resources. To maximize model utilization, models are often shared between various toolsets and experts. One common example is sharing aircraft engine models with airframers. The functionality of a given model may be utilized and shared with a secondary model, or multiple models may run collaboratively through co-simulation. There are many technical challenges associated with model sharing and co-simulation. For example, data communication between models and tools must be accurate and reliable, and the model usage must be well-documented and perspicuous for a user. This requires clear communication and understanding between computer scientists and engineers. Most often, models are developed by engineers, whereas the tools used to share the models are developed by computer scientists.