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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.

The favorable physical properties of hydrogen (H2) make it an excellent alternative fuel for internal combustion (IC) engines and hence it is widely regarded as the energy carrier of the future. Hydrogen direct injection provides multiple degrees of freedom for engine optimization and influencing the in-cylinder combustion processes. This paper compares the results in the mixture formation and combustion behavior of a hydrogen direct-injected single-cylinder research engine using two different injector locations as well as various injector nozzle designs. For this study the research engine was equipped with a specially designed cylinder head that allows accommodating a hydrogen injector in a side location between the intake valves as well as in the center location adjacent to the spark plug.

Fluid power systems are widely used in agricultural and construction equipment for power conversion and transmission. Solving dynamic stability problems associated with complex and inherently nonlinear fluid power systems on this equipment is very challenging. In the past ten years, a new technology named SNAS (Symbolic/Numeric Analysis/Synthesis) has been developed and implemented by the author (Jiao Zhang). SNAS has been successfully applied to fluid power engineering area for optimizing system dynamic performance. In this paper the fundamentals of SNAS will be discussed and the successful application of SNAS to solve a hydrostatic drive instability problem will be presented.

This paper summarizes the successful application of Computational Fluid Dynamics (CFD) analysis to predict and control the cavitation erosion in a hydraulic control valve. The accurate control of different vehicle operations demands very fine spool modulations in a hydraulic valve. The precise spool modulations create very high flow rates and high-pressure drops in the valve. The low local fluid pressure regions create cavitation inside the valve. Due to the explosion of bubbles there is a high erosion damage to the valve body as well as the spool surface. The CFD analysis has been used to predict the location of cavitation origination and also used to control the cavitation by redistributing the flow inside the valve.

Measurement of internal combustion engine air flow is challenging due to the required modification of the intake system and subsequent change in the air flow pattern. In this paper, various surge tank volumes were investigated to improve the accuracy of measuring air flow rate into a 674-cm3, four-stroke, liquid-cooled, internal combustion engine. According to the experimental results, when the venturi meter is used to measure the intake air flow rate, an air surge tank is required to be installed downstream of the venturi to smoothen the air flow. Moreover, test results revealed that increasing air surge tank volume beyond a limit could have a negative effect on the engine performance parameters especially in carbureted engines where controlling AFR is difficult. Although the air flow rate into the engine changed with increasing tank volume, the air-fuel ratio was leaner for smaller tank volumes.

This paper presents a response to the question: Simulation - mathematical manipulation or useful design tool? A mathematical model of a modulating valve in a transmission control system was developed to predict clutch pressure modulation characteristics. The transmission control system was previously reported in SAE Paper 850783 - “Electronic/Hydraulic Transmission Control System for Off-Highway Vehicles”. The comparison of simulation predictions with test data illustrates the effectiveness of simulation as a design tool. THE EVOLUTION OF COMPUTER hardware and simulation software has resulted in increased interest and usage of simulation for dynamic analysis of hydraulic systems. Most commercially available software is relatively easy to learn to use. The application of such software and the modeling techniques involved require a longer learning curve.

A computational methodology has been developed for loss prediction in intake regions of internal combustion engines. The methodology consists of a hierarchy of four major tasks: (1) proper computational modeling of flow physics; (2) exact geometry and high quality and generation; (3) discretization schemes for low numerical viscosity; and (4) higher order turbulence modeling. Only when these four tasks are dealt with properly will a computational simulation yield consistently accurate results. This methodology, which is has been successfully tested and validated against benchmark quality data for a wide variety of complex 2-D and 3-D laminar and turbulent flow situations, is applied here to a loss prediction problem from industry. Total pressure losses in the intake region (inlet duct, manifold, plenum, ports, valves, and cylinder) of a Caterpillar diesel engine are predicted computationally and compared to experimental data.

The design of a pressure compensated hydraulic valve is optimized using CFD analysis. The valve is used in a hydraulic system to control implement movement. High flow rates through the valve resulted in unacceptably high pressure drops, leading to an effort to optimize the valve design. Redesign of the valve had to be achieved under the constraint of minimal manufacturing cost. The flow path of hydraulic oil through the valve, the spool design, and various components of the valve that caused the high pressure drops were targeted in this analysis. A commercially available CFD package was used for the 3D analysis. The hydraulic oil flow was assumed to be turbulent, isothermal and incompressible. The steady-state results were validated by comparison with experimental data.

A key ingredient in the development of the Caterpillar 416 backhoe loader was the development of the hydraulic system. A load sensing, pressure compensated system was selected on the basis of its best being able to meet design goals. The result is a backhoe loader in which the hydraulic system contributes greatly to the vehicle's overall acceptance by operating efficiently and utilizing low lever efforts for ease of control.

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.

Development of Caterpillar Fuel Systems' MEUI-B injector has involved application of Computational Fluid Dynamics (CFD) in order to improve performance of the high pressure spill valve. Initial performance bench testing with concept stage experimental injectors indicated that the chamber pressure was decaying at an unacceptably slow rate, and the valve demonstrated erratic behavior at some operating conditions. The slow pressure decay and inconsistent spill valve motion were believed to be caused by flow forces generated during the low lift portion of the spill valve opening event. This theory was pursued by utilizing CFD to design two valves for testing in the next phase of the injector development cycle: A baseline geometry, similar to the original concept injector valve, and a new design incorporating localized seat geometry changes for inducing flow force assisted valve opening.

There is an ongoing interest in biodegradable hydraulic fluids. Biodegradable fluids are often considered to include only vegetable oils, polyol esters and diester base stocks. However, other fluid base stocks including highly refined mineral oils, poly(alpha olefins) and fire-resistant fluids such as water-glycol hydraulic fluids are also biodegradable fluid alternatives. This paper will provide an overview of the international literature on biodegradable fluids, various international testing protocol, fluid base stocks, effect of oxidative stability, material compatibility and pump performance.

This paper details testing for torque converter clutch (TCC) characterization during steady state and dynamic operation under controlled slip conditions on a dynamometer setup. The subject torque converter under test is a twin plate clutch with a dual stage turbine damper without a centrifugal pendulum absorber. An overview is provided of the dynamometer setup, hydraulic system and control techniques for regulating the apply pressure to the torque converter and clutch. To quantify the performance of the clutch in terms of control stability, pressure to torque relationship and the dynamic behavior during apply and release, a matrix of oil temperatures, output speeds, input torques, and clutch apply pressures were imposed upon the torque converter.