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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.

The objective of this study was to identify and gain an understanding of the origins of noise in a commercial excavator cab. This paper presents the results of two different tests that were used to characterize the vibration and acoustic characteristics of the excavator cab. The first test was done in an effort to characterize the vibration properties of the cab panels and their associated contribution to the noise level inside the cab. The second set, of tests, was designed to address the contribution of the external airborne noise produced by the engine and hydraulic pump to the overall interior noise. This paper describes the test procedures used to obtain the data for the signature analysis, operational deflection shapes (ODS), and sound diagnosis analysis. It also contains a discussion of the analysis results and an inside look into the possible contributors of key frequencies to the interior noise in the excavator cab.

Sensory jury testing was utilized to characterize vibration levels perceived by the operator, with respect to levels measured using instrumentation, in order to develop a tool for the evaluation of vibration at the operator interfaces. Details of the jury testing and jury data processing method are highlighted as well as the refinement of vibration characterization for a specific application. The vibration at user interface locations of both snowmobiles and ATVs was measured along with subjective feedback from a panel of jurists. Statistical analysis was performed on the jury data to provide both a qualitative and quantitative number to represent the opinion of the jury. Correlations were developed between the measured levels of vibration and the opinions of the jury. Finally, a set of correlation functions suitable for design predictions was developed.

This paper describes a study to demonstrate the feasibility of developing an acoustic encapsulation to reduce airborne noise from a commercial diesel engine. First, the various sources of noise from the engine were identified using Nearfield Acoustical Holography (NAH). Detailed NAH measurements were conducted on the four sides of the engine in an engine test cell. The main sources of noise from the engine were ranked and identified within the frequency ranges of interest. Experimental modal analysis was conducted on the oil pan and front cover plate of the engine to reveal correlations of structural vibration results with the data from the NAH. The second phase of the study involved the design and fabrication of the acoustical encapsulation (noise covers) for the engine in a test cell to satisfy the requirements of space, cost and performance constraints. The acoustical materials for the enclosure were selected to meet the frequency and temperature ranges of interest.

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.

Today's engine and combustion process development is closely related to the intake port layout. Combustion, performance and emissions are coupled to the intensity of turbulence, the quality of mixture formation and the distribution of residual gas, all of which depend on the in-cylinder charge motion, which is mainly determined by the intake port and cylinder head design. Additionally, an increasing level of volumetric efficiency is demanded for a high power output. Most optimization efforts on typical homogeneous charge spark ignition (HCSI) engines have been at low loads because that is all that is required for a vehicle to make it through the FTP cycle. However, due to pumping losses, this is where such engines are least efficient, so it would be good to find strategies to allow the engine to operate at higher loads.

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.

A cooperative program between the DOE Office of Heavy Vehicle Technology and Caterpillar is aimed at demonstrating electric turbo compound technology on a Class 8 truck engine. The goal is to demonstrate the level of fuel efficiency improvement attainable with an electric turbocompound system. The system consists of a turbocharger with an electric motor/generator integrated into the turbo shaft. The generator extracts surplus power at the turbine, and the electricity it produces is used to run a motor mounted on the engine crankshaft, recovering otherwise wasted energy in the exhaust gases. The electric turbocompound system also provides more control flexibility in that the amount of power extracted can be varied. This allows for control of engine boost and thus air/fuel ratio. The paper presents the status of development of an electric turbocompound system for a Caterpillar heavy-duty on-highway truck engine.

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.

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.

Diesel engine downsizing aimed at reducing fuel consumption while meeting stringent exhaust emissions regulations is currently in high demand. The boost system architecture plays an essential role in providing adequate air flow rate for diesel fuel combustion while avoiding impaired transient response of the downsized engine. Electric Turbocharger Assist (ETA) technology integrates an electric motor/generator with the turbocharger to provide electrical power to assist compressor work or to electrically recover excess turbine power. Additionally, a variable geometry turbine (VGT) is able to bring an extra degree of freedom for the boost system optimization. The electrically-assisted turbocharger, coupled with VGT, provides an illuminating opportunity to increase the diesel engine power density and enhance the downsized engine transient response. This paper assesses the potential benefits of the electrically-assisted turbocharger with VGT to enable heavy-duty diesel engine downsizing.

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).

Engine electrification is a critical technology in the promotion of engine fuel efficiency, among which the electrified turbocharger is regarded as the promising solution in engine downsizing. By installing electrical devices on the turbocharger, the excess energy can be captured, stored, and re-used. The electrified turbocharger consists of a variable geometry turbocharger (VGT) and an electric motor (EM) within the turbocharger bearing housing, where the EM is capable in bi-directional power transfer. The VGT, EM, and exhaust gas recirculation (EGR) valve all impact the dynamics of air path. In this paper, the dynamics in an electrified turbocharged diesel engine (ETDE), especially the couplings between different loops in the air path is analyzed. Furthermore, an explicit principle in selecting control variables is proposed. Based on the analysis, a model-based multi-input multi-output (MIMO) decoupling controller is designed to regulate the air path dynamics.

Technologies that provide potential for significant improvements in engine efficiency include, engine downsizing/downspeeding (enabled by advanced boosting systems such as an electrically driven compressor), waste heat recovery through turbocompounding or organic Rankine cycle and 48 V mild hybridization. FEV’s Integrated Turbocompounding/Waste Heat Recovery (WHR), Electrification and Supercharging (FEV-ITES) is a novel approach for integration of these technologies in a single unit. This approach provides a reduced cost, reduced space claim and an increase in engine efficiency, when compared to the independent integration of each of these technologies. This approach is enabled through the application of a planetary gear system. Specifically, a secondary compressor is connected to the ring gear, a turbocompounding turbine or organic Rankine cycle (ORC) expander is connected to the sun gear, and an electric motor/generator is connected to the carrier gear.

This paper investigates the application of torque weighting to vibration dose value. This is done as a means to enhance correlation of perceived drive comfort directly to driver pedal commands while rejecting uncorrelated inputs. Current industry standards for vehicle comfort are formulated and described by ISO2631, which is a culmination of research with single or multi-axis vibration of narrow or broadband excitation. The standard is capable of estimating passenger comfort to vibrations, however, it only accounts for reaction vibrations to controlled inputs and not perceived vibration request vs. response vibration. Metrics that account for torque inputs and the vibration response create actionable estimates of dosage due to driver torque requests without uncorrelated inputs. This reduces the need for additional accelerometers and special compensating algorithms when road or track testing. The use case for the proposed modified metric is during the powertrain calibration process.

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.