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Lubricating oil affects the performance of friction materials in transmission, steering and brake systems. The TO-2 Test measured friction retention characteristics of lubricating oils used with sintered bronze friction discs. This paper introduces a new friction performance test for drive train lubricants that will be used to support Caterpillar's new transmission and drive train fluid requirements, TO-4, which measures static and dynamic friction, wear, and energy capacity for six friction materials, and replaces the TO-2 test. The new test device to be introduced is an oil cooled, single-faced clutch in the Link Engineering Co. M1158 Oil/Friction Test Machine.

This paper details a study of the effects of multiple torque converter design and operating point parameters on the resistance of the converter to cavitation during vehicle launch. The onset of cavitation is determined by an identifiable change in the noise radiating from the converter during operation, when the collapse of cavitation bubbles becomes detectable by nearfield acoustical measurement instrumentation. An automated torque converter dynamometer test cell was developed to perform these studies, and special converter test fixturing is utilized to isolate the test unit from outside disturbances. A standard speed sweep test schedule is utilized, and an analytical technique for identifying the onset of cavitation from acoustical measurement is derived. Effects of torque converter diameter, torus dimensions, and pump and stator blade designs are determined.

This paper attempts to integrate a derivative-free probability analysis method to Reliability-Based Robust Design Optimization (RBRDO). The Eigenvector Dimension Reduction (EDR) method is used for the probability analysis method. It has been demonstrated that the EDR method is more accurate and efficient than the Second-Order Reliability Method (SORM) for reliability and quality assessment. Moreover, it can simultaneously evaluate both reliability and quality without any extra expense. Two practical engineering problems (vehicle side impact and layered bonding plates) are used to demonstrate the effectiveness of the EDR method.

In the last decade, considerable advances have been made in reliability-based design optimization (RBDO). One assumption in RBDO is that the complete information of input uncertainties are known. However, this assumption is not valid in practical engineering applications, due to the lack of sufficient data. In practical engineering design, information concerning uncertainty parameters is usually in the form of finite samples. Existing methods in uncertainty based design optimization cannot handle design problems involving epistemic uncertainty with a shortage of information. Recently, a novel method referred to as Bayesian Reliability-Based Design Optimization (BRBDO) was proposed to properly handle design problems when engaging both epistemic and aleatory uncertainties [1]. However, when a design problem involves a large number of epistemic variables, the computation task for BRBDO becomes extremely expensive.

This paper presents an innovative approach for quality engineering using the Eigenvector Dimension Reduction (EDR) Method. Currently industry relies heavily upon the use of the Taguchi method and Signal to Noise (S/N) ratios as quality indices. However, some disadvantages of the Taguchi method exist such as, its reliance upon samples occurring at specified levels, results to be valid at only the current design point, and its expensiveness to maintain a certain level of confidence. Recently, it has been shown that the EDR method can accurately provide an analysis of variance, similar to that of the Taguchi method, but is not hindered by the aforementioned drawbacks of the Taguchi method. This is evident because the EDR method is based upon fundamental statistics, where the statistical information for each design parameter is used to estimate the uncertainty propagation through engineering systems.

Smaller locomotives often use mechanical transmissions instead of diesel-electric drive systems typically used in larger locomotives. This paper discusses how Model Based Design was used to develop the complete drive train control system for a 24 ton sugar cane locomotive. A complete MATLAB Simulink machine model was built to fully test and verify the shift control logic, traction control, vehicle speed limiting, and braking control for this locomotive application before it was commissioned. The model included the engine, torque converter, planetary transmission, drive line, and steel on steel driving surface. Simulation was used to debug all control code and test and refine control strategies so that the initial field commissioning in remote Australia was executed very quickly with minimal engineering support required.

In recent years, Nearfield Acoustical Holography (NAH) has been used to identify stationary vehicle exterior noise sources. However that application has usually been limited to individual components. Since powertrain noise sources are hidden within the engine compartment, it is difficult to use NAH to identify those sources and the associated partial field that combine to create the complete exterior noise field of a motor vehicle. Integrated Nearfield Acoustical Holography (INAH) has been developed to address these concerns: it is described here. The procedure entails sensing the sources inside the engine compartment by using an array of reference microphones, and then calculating the associated partial radiation fields by using NAH. In the second part of this paper, the use of farfield arrays is considered. Several array techniques have previously been applied to identify noise sources on moving vehicles.

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.

Damping measurements on vehicle subsystems are rarely straightforward due to the complexity of the dynamic interaction of system joints, trim, and geometry. Various experimental techniques can be used for damping estimation, such as frequency domain modal analysis curve-fitting methods, time domain decay-rate methods, and other methods based on energy and wave propagation. Each method has its own set of advantages and drawbacks. This paper describes an analytical and an experimental comparison between two, widely used loss factor estimation techniques frequently used in Statistical Energy Analysis (SEA). The single subsystem Power Injection Method (PIM) and the Impulse Response Decay Method (IRDM) were compared using analytical models of a variety of simulated simple spring-mass-damper systems. Frequency averaged loss factor values were estimated from both methods for comparison.

China has become the world’s largest vehicle market in terms of sales volume. Automobiles sales keep growing in recent years despite the declining economic growth rate. Due to the increasing attention given to the environmental impact, more stringent emission regulations are being drafted to control traditional internal combustion engine emissions. In order to reduce vehicle emissions, environmentally-friendly new-energy vehicles, such as electric vehicles and plug-in hybrid vehicles, are being promoted by government policies. The Chinese government plans to boost sales of new-energy cars to account for about five percent of China’s total vehicle sales. It is well known that more electric and electronic components will be integrated into a vehicle platform during vehicle electrification.

When a manual transmission (MT) powertrain is subjected to high speeds and high torques, the vehicle driveshaft, and other components experience an increase in stored potential energy. When the engine and driveshaft are decoupled during an up or down shift, the potential energy is released causing clunk during the shift event. The customer desires a smooth shift thus reduction of clunk will improve experience and satisfaction. In this study, a six-speed MT, rear-wheel-drive (RWD) passenger vehicle was used to experimentally capture acoustic and vibration data during the clunk event. To replicate the in-situ results, additional data was collected and analyzed for powertrain component roll and pitch. A lumped parameter model of key powertrain components was created to replicate the clunk event and correlate with test data. The lumped parameter model was used to modify clutch tip-out parameters, which resulted in reduced prop shaft oscillations.

Clutches are commonly utilised in passenger type and off-road heavy-duty vehicles to disconnect the engine from the driveline and other parasitic loads. In off-road heavy-duty vehicles, along with fuel efficiency start-up functionality at extended ambient conditions, such as low temperature and intake absolute pressure are crucial. Off-road vehicle manufacturers can overcome the parasitic loads in these conditions by oversizing the engine. Caterpillar Inc. as the pioneer in off-road technology has developed a novel clutch design to allow for engine downsizing while vehicle’s performance is not affected. The tribological behaviour of the clutch will be crucial to start engagement promptly and reach the maximum clutch capacity in the shortest possible time and smoothest way in terms of dynamics. A multi-body dynamics model of the clutch system is developed in MSC ADAMS. The flywheel is introducing the same speed and torque as the engine (represents the engine input to the clutch).

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.

As automotive torque converters decrease in both diameter and axial length, the effects of cavitation in the torque converter becomes increasingly important on noise, efficiency, and performance goals. Cavitation is the formation and collapse of vapor bubbles in a working fluid when local static pressure falls below the vapor pressure of the working fluid. A technique to detect cavitation in automotive torque converters using nearfield acoustical measurements is presented. The technique concentrates on high frequency noise that is associated with the collapse of vapor bubbles. The nearfield acoustical technique is compared to two other techniques using static pressure measurements inside the torque converter; one on the torque converter stator blades and the other on the torque converter pump blades. A microwave telemetry transmitter was used to obtain data from inside the torque converter in both previous investigations.

As automotive torque converters decrease in both diameter and axial length, the effects of cavitation in the torque converter becomes increasingly important on noise, efficiency, and performance goals. Therefore, a cavitation prediction technique is developed in this investigation. In a previous investigation it was shown that cavitation is effected by inlet temperature, charge pressure, and K-factor. The prediction technique is devolved to encompass these variables. A dimensional analysis using the power product method is performed with all relevant variables. The nearfield acoustical cavitation detection technique, discussed in the previous investigation, is used to obtain experimental results from a torque converter test lab. The test matrix for the experimental results was constructed to include effects from inlet temperature, charge pressure, and K-factor. The data obtained experimentally is used to curve fit the results found through the power product method.

The purpose of this report is to describe the process for the development of the automatically shifting manual transmission control system hardware and software to be used in the MTU Challenge X Equinox, a through-the-road parallel hybrid electric vehicle. The automatically shifting manual transmission was chosen for development, as it combines the ease of use of an automatic transmission with the fuel efficiency of a manual, while eliminating the parasitic losses in the torque converter and the transmission hydraulic pump. This report illustrates the process used to develop the software-in-the loop modeling that was developed for the initial proof of concept. In addition, it describes the development of the control strategy and hardware build for the prototype transmission. To begin the design process research was preformed on existing automatically shifting manuals and manual transmissions in general. From there vehicle subsystems were assembled using Simulink block diagrams.

This paper describes the heat transfer model of a composite aluminum brake rotor and compares the predicted temperatures to dynamometer measurements taken during a 15 fade stop trial. The model is based on meshed surface geometry which is simulated using RadTherm software. Methods for realistically modeling heat load distribution, surface rotation, convection cooling and radiation losses are also discussed. A comparison of the simulation results to the dynamometer data shows very close agreement throughout the fade stop trial. As such, the model is considered valid and will be used for further Steel Clad Aluminum (SCA) rotor development.

The growth of auto sales in emerging markets provides a good opportunity for automakers. Cost is a key factor for any automaker to win in an emerging market. This paper analyzes risks and opportunities in a low cost manufacturing environment. The Chinese auto market is used as an example and three categories of risks are analyzed. A typical risk assessment for cost reduction includes the analysis of environment risks, process risks and strategic risks associated with all phases of a product life. In an emerging market, emission regulations are a rapidly-evolving environment variable, since most countries with less regulated emission codes try to catch up with the newly- developed technologies to meet sustainable growth targets. Emission regulations have a huge impact on product design, manufacturing and maintenance in the automotive industry, and hence the related cost reduction must be thoroughly analyzed during risk assessment.

The introduction of a thin fluid layer between two layers of sheet metal offers a highly effective and economical alternative to the use of constrained viscoelastic damping layers in sheet metal structures. A diesel engine gear cover, which is constructed of two sheet metal sections spot welded together, takes advantage of fluid layer damping to produce superior vibration and sound radiation performance. In this paper, the bending of a double layered plate coupled through a thin fluid layer is modeled using a traveling wave approach which results in a impedance function that can be used to assess the vibration and sound radiation performance of practical double layered plate structures. Guided by this model, the influence of fluid layer thickness and inside-to-outside sheet thickness is studied.

To reduce the number and severity of accidents, automakers have invested in active safety systems to detect and track neighboring vehicles to prevent accidents. These systems often employ RADAR and LIDAR, which are not degraded by low lighting conditions. In this research effort, reflections from deer were measured using two sensors often employed in automotive active safety systems. Based on a total estimate of one million deer-vehicle collisions per year in the United States, the estimated cost is calculated to be $8,388,000,000 [1]. The majority of crashes occurs at dawn and dusk in the Fall and Spring [2]. The data includes tens of thousands of RADAR and LIDAR measurements of white-tail deer. The RADAR operates from 76.2 to 76.8 GHz. The LIDAR is a time-of-flight device operating at 905 nm. The measurements capture the deer in many aspects: standing alone, feeding, walking, running, does with fawns, deer grooming each other and gathered in large groups.