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The objective of this investigation is to characterize the ability of loose gears to resist rattle in a manual transmission driven by an internal combustion engine. A hemi-anechoic transmission dynamometer test cell with the capability to produce torsional oscillations is utilized to initiate gear rattle in a front wheel drive (FWD) manual transmission, for a matrix of operating loads and selected gear states. A signal processing technique is derived herein to identify onset of gear rattle resulting from a standardized set of measurements. Gear rattle was identified by a distinct change in noise and vibration measures, and correlated to gear oscillations by a computed quantity referred to as percent deviation in normalized gear speed. An angular acceleration rattle threshold is defined based upon loose gear inertia and drag torque. The effects of mean speed, mean and dynamic torque, and gear state on the occurrence of loose gear rattle are reported.

The present production General Motors 2-Mode Hybrid system for full-size SUVs and pickup trucks integrates truck utility functions with a full hybrid system. The 2-mode hybrid system incorporates two electro-mechanical power-split operating modes with four fixed-gear ratios. The combination provides fuel savings from electric assist, regenerative braking and low-speed electric vehicle operation. The combination of two power-split modes reduces the amount of mechanical power that is converted to electric power for continuously variable transmission operation, meeting the utility required for SUVs and trucks. This paper describes how fuel economy functionality was blended with full-size truck utility functions. Truck functions described include: Manual Range Select, Cruise Control, 4WD-Low and continuous high load operation.

Software systems on electronically controlled diesel truck engines typically provide diagnostic features to enable the engine mechanic to identify and debug system problems. As future systems become more sophisticated, so will the diagnostic requirements. The advantages of serviceability and accuracy found in todays electronic systems must not be allowed to degrade due to this increased sophistication. One method of maintaining a high level of serviceability and accuracy is to place an even greater priority on diagnostics and servicing in the initial design phase of the product than is done today. In particular, three major goals of future diagnostic systems should be separation of component failures from system failures, prognostication of failures and analysis of engine performance. This paper will discuss a system to realize these goals by dividing the diagnostic task into the Electronic System Diagnostics, Engine System Diagnostics and the Diagnostic Interface.

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.

The 4T65-E transmission produced by General Motors is the third evolution of GM's original 4-speed F.W.D. automatic. This most recent redesign introduced for the 1997 model year meets new corporate goals for fuel economy and reduced noise, along with the ability to adjust shift character to meet the brand image of the various nameplates. Improving fuel economy and cooling at increased engine power levels was enabled by designing a larger diameter torque converter with the aid of 3-D modeling. The new converter has reduced internal leakage and incorporates a controlled slip clutch. Improvements in NVH have been achieved through a revised oil pump design and the use of the new phased drive chain, made affordable by the joint development of powdered metal technology required for the unique sprocket design.

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.)

This paper describes the creation of novel transmission mechanisms using algebraic design techniques. The objective is to create novel arrangements comprised of one or more planetary gear sets, a pair of motor-generators and several torque-transmitting mechanisms (clutches and brakes). The algebraic design procedure represents the planetary gear sets, fixed interconnections, clutches/brakes, and motor-generator sets as algebraic constraints. Appropriate subsets of constraint equations are solved to identify viable transmission mechanism designs. We have used the above design approach to create several novel candidate multi-speed transmissions as well as EVT concepts. The main benefit of the algebraic design procedure is that it allows the designer to systematically generate and assess novel designs.

Performing acoustic measurements on or near engines, transmissions, as well as in other circumstances where the environment is hazardous and harsh for microphones requires special precautions. Fluids inevitably leak, and the possibility of transducer damage can be very high without proper protection. Properly protecting microphones during testing allows for consistent data quality in these hazardous and difficult environments. While this paper will present the use of a 5 mil Nitrile cover which protects against many fluids within the scope of automotive testing, including water, hydrocarbons, and alcohols, as well as having good heat resistance and high strength, the concepts developed are applicable to other types of microphone protective mechanisms. Acoustic sensitivity was measured and used to calculate the change of the microphone's response after the treatment is applied, as well as after being exposed to various contaminants.

This paper describes the design, development and validation of a muffler for reducing exhaust noise from a commercial tele-handler. It also describes the procedure for modeling and optimizing the exhaust muffler along with experimental measurement for correlating the sound transmission loss (STL). The design and tuning of the tele-handler muffler was based on several factors including overall performance, cost, weight, available space, and ease of manufacturing. The analysis for predicting the STL was conducted using the commercial software LMS Virtual Lab (LMS-VL), while the experimental validation was carried out in the laboratory using the two load setup. First, in order to gain confidence in the applicability of LMS-VL, the STL of some simple expansion mufflers with and without extended inlet/outlet and perforations was considered. The STL of these mufflers were predicted using the traditional plane wave transfer matrix approach.

Using a clutch to disconnect and shut-off the engine when engine power is not required, the single-motor strong hybrid has the potential for significant fuel economy improvement with reduced costs and less system complexity. However, it is a challenge for the single-motor strong hybrid to maintain acceptable drivability at engine start since it requires diverting motor torque through a slipping clutch to start the engine. In this study, dynamic simulations of the hybrid transmission driveline with hydraulic and motor controls have been employed to assess the feasibility of the single-motor strong hybrid, to address drivability issues specific to this hybrid architecture at engine start, and to develop control methods to manage driveline disturbances to an acceptable level.

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.

The successful implementation of a clean, quiet, high-performance four-stroke motorcycle engine into an existing snowmobile chassis has been achieved. The snowmobile is easy to start, easy to drive, and environmentally friendly. The following paper describes the conversion process in detail with actual dynamometer and field test data. The vehicle meets the proposed 2010 EPA snowmobile emissions regulations and is quieter than a stock snowmobile. The snowmobile not only addresses environmental concerns, it is economical as well, with an approximate cost of $5874.

This paper presents the damping effectiveness of free-layer damping materials through standard Oberst bar testing, solid plate excitation (RTC3) testing, and prediction through numerical schemes. The main objective is to compare damping results from various industry test methods to performance in an automotive body structure. Existing literature on laboratory and vehicle testing of free-layer viscoelastic damping materials has received significant attention in recent history. This has created considerable confusion regarding the appropriateness of different test methods to measure material properties for damping materials/treatments used in vehicles. The ability to use the material properties calculated in these tests in vehicle CAE models has not been extensively examined. Existing literature regarding theory and testing for different industry standard damping measurement techniques is discussed.

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.

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 traditional method of dynamic characterization of elastomers used in industry has largely been based on sinusoidal input excitation. Discrete frequency sine wave signals at specified amplitudes are used to excite the elastomer in a step-sine sweep fashion. This paper will examine new methods of characterization using various broadband input excitations. These different inputs include continuous sine sweep (chirp), shaped random, and acquired road profile data. Use of these broadband data types is expected to provide a more accurate representation of conditions seen in the field, while helping to eliminate much of the interpolation that is inherent with the classic discrete step-sine technique. Results of the various input types are compared in this paper with those found using the classic discrete step-sine input.

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.

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).