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This paper investigates an optimal design of a diesel engine and after-treatment systems for a series hybrid electric forklift application. A holistic modeling approach is developed in GT-Suite® to establish a model-based hardware definition for a diesel engine and an after-treatment system to accurately predict engine performance and emissions. The used engine model is validated with the experimental data. The engine design parameters including compression ratio, boost level, air-fuel ratio (AFR), injection timing, and injection pressure are optimized at a single operating point for the series hybrid electric vehicle, together with the performance of the after-treatment components. The engine and after-treatment models are then coupled with a series hybrid electric powertrain to evaluate the performance of the forklift in the standard VDI 2198 drive cycle.

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 study focuses on how to predict hot spots of one of the cylinders of a V8 5.4 L FORD engine running at full load. The KIVA code with conjugate heat transfer capability to simulate the fast transient heat transfer process between the gas and the solid phases has been developed at the Michigan Technological University and will be used in this study. Liquid coolant flow was simulated using FLUENT and will be used as a boundary condition to account for the heat loss to the cooling fluid. In the first step of calculation, the coupling between the gas and the solid phases will be solved using the KIVA code. A 3D transient wall heat flux at the gas-solid interface is then compiled and used along with the heat loss information from the FLUENT data to obtain the temperature distribution for the engine metal components, such as cylinder wall, cylinder head, etc.

One-dimensional single-zone and two-zone analyses have been exercised to calculate the mass fraction burned in an engine operating on ethanol/gasoline-blended fuels using the cylinder pressure and volume data. The analyses include heat transfer and crevice volume effects on the calculated mass fraction burned. A comparison between the two methods is performed starting from the derivation of conservation of energy and the method to solve the mass fraction burned rates through the results including detailed explanation of the observed differences and trends. The apparent heat release method is used as a point of reference in the comparison process. Both models are solved using the LU matrix factorization and first-order Euler integration.

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.

This paper deals with the dynamic characterization of an automotive shock absorber, a continuation of an earlier work [1]. The objective of this on-going research is to develop a testing and analysis methodology for obtaining dynamic properties of automotive shock absorbers for use in CAE-NVH low-to-mid frequency chassis models. First, the effects of temperature and nominal length on the stiffness and damping of the shock absorber are studied and their importance in the development of a standard test method discussed. The effects of different types of input excitation on the dynamic properties of the shock absorber are then examined. Stepped sine sweep excitation is currently used in industry to obtain shock absorber parameters along with their frequency and amplitude dependence. Sine-on-sine testing, which involves excitation using two different sine waves has been done in this study to understand the effects of the presence of multiple sine waves on the estimated dynamic properties.

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.

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.

The increasing complexity of vehicle engine cooling systems results in additional system interactions. Design and evaluation of such systems and related interactions requires a fully coupled detailed engine and cooling system model. The Vehicle Engine Cooling System Simulation (VECSS) developed at Michigan Technological University was enhanced by linking with GT-POWER for the engine/cycle analysis model. Enhanced VECSS (E-VECSS) predicts the effects of cooling system performance on engine performance including accessory power and fuel conversion efficiency. Along with the engine cycle, modeled components include the engine manifolds, turbocharger, radiator, charge-air-cooler, engine oil circuit, oil cooler, cab heater, coolant pump, thermostat, and fan. This tool was then applied to develop and simulate an actively controlled electric cooling system for a 12.7 liter diesel engine.

NVH is gaining importance in the quality perception of off-highway machine performance and operator comfort. Booming noise, a low frequency NVH phenomenon, can be a significant sound issue in an off-highway machine. In order to increase operator comfort by decreasing the noise levels and noise annoyance, a tuned mass damper (TMD) was added to the resonating panel to suppress the booming. Operational deflection shapes (ODS) and experimental modal analysis (EMA) were performed to identify the resonating panels, a damper was tuned in the lab and on the machine to the specific frequency, machine operational tests were carried out to verify the effectiveness of the damper to deal with booming noise.

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.

Coolant formulations based on organic acid corrosion inhibitor technology have been tested in over 180 heavy duty engines for a total of more than 50 million kilometers. This testing has been used to document long life coolant performance in various engine types from four major engine manufacturers. Inspections of engines using organic acid based coolant (with no supplemental coolant additive) for up to 610,000 kilometers showed excellent protection of metal engine components. Improved protection was observed against cylinder liner, water pump, and aluminum spacer deck corrosion. In addition, data accumulated from this testing were used to develop depletion rate curves for long life coolant corrosion inhibitors, including tolyltriazole and nitrite. Nitrite was observed to deplete less rapidly in long life coolants than in conventional formulations.

Evaluations of the liner pitting protection performance provided by engine coolant corrosion inhibitors and supplemental coolant additives have presented many problems. Current practice involves the use of full scale engine tests to show that engine coolant inhibitors provide sufficient liner pitting protection. These are too time-consuming and expensive to use as the basis for industry-wide specifications. Ultrasonic vibratory test rigs have been used for screening purposes in individual labs, but these have suffered from poor reproducibility and insufficient additive differentiation. A new test procedure has been developed that reduces these problems. The new procedure compares candidate formulations against a good and bad reference fluid to reduce the concern for problems with calibration and equipment variability. Cast iron test coupons with well-defined microstructure and processing requirements significantly reduce test variability.

Field testing of an extended life coolant technology in Class 8 trucks, equipped with Caterpillar C-12 engines revealed excellent coolant life with negligible inhibitor depletion to 400,000 miles with no refortification and no coolant top-off. In separate evaluations in Caterpillar 3406E equipped trucks, extended corrosion protection and component durability were established out to 700,000 miles, without the need for refortification other than top-off.

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.

An automobile and a tracked military vehicle were instrumented with multiple tachometers, one for each drive wheel/sprocket and operated with accelerometers mounted at suspension, chassis, and powertrain locations on the vehicles. The Time Variant Discrete Fourier Transform, TVDFT, order tracking method was then used to extract the order tracks and operating shapes estimated based on each tachometer. It is shown that under some conditions a different operating shape is excited by each of the wheels/sprockets simultaneously. This is due to the asymmetries present in the vehicles. The strengths of the TVDFT order tracking method are shown for this type of analysis, which is difficult due to the closeness, within 0.001 orders, and crossing of the orders. Benefits of using multiple tachometers and advanced order tracking methods become apparent for solving a class of noise and vibration problems.

A study has been made of piston ring wear and total engine wear using literature data and new experimental results. The main purpose of the study was to establish the effects of oil and coolant temperatures on engine wear. Wear trends that were found in the early 1960's may not be valid any longer because of the development of higher BMEP turbocharged diesel engines, better metallurgical wear surfaces and improved lube oil properties. New data are presented for the purpose of describing present wear trends. A direct-injection, 4-cycle, turbocharged diesel engine was used for the wear tests. The radioactive tracer technique was used to measure the top piston ring chrome face wear. Atomic emission spectroscopy was employed to determine the concentration of wear metals in the oil to determine total engine wear based on iron and lead. The data were analyzed and compared to the results found in the literature from previous investigators.

Diesel engine fuel consumption is mainly a function of engine component design and power requirements. However, fuel consumption can also be affected by the environment in which the engine operates. This paper considers two controlling parameters of the engine's thermal environment, oil temperature and coolant temperature. The effects of oil and coolant temperatures on Brake Specific Fuel Consumption (BSFC) are established for a turbocharged diesel engine. Data are also presented for a direct injection, naturally aspirated diesel engine. A matrix of test conditions was run on a Cummins VT-903 diesel engine to evaluate the effects of oil and coolant temperatures on BSFC for several loads and speeds. Loads and speeds were selected based on where a typical semi-tractor engine would operate over the road on a hills and curves route. Oil temperature was monitored and controlled between the oil cooler and the engine. Coolant temperature was monitored and controlled at the engine outlet.

This is the second part of a study on using port water injection to quantifiably enhance the knock performance of fuels. In the United States, the metric used to quantify the anti-knock performance of fuels is Anti Knock Index (AKI), which is the average of Research Octane Number (RON) and Motor Octane Number (MON). Fuels with higher AKI are expected to have better knock mitigating properties, enabling the engine to run closer to Maximum Brake Torque (MBT) spark timing in the knock limited region. The work done in part I of the study related increased knock tolerance due to water injection to increased fuel AKI, thus establishing an ‘effective AKI’ due to water injection. This paper builds upon the work done in part I of the study by repeating a part of the test matrix with Primary Reference Fuels (PRFs), with iso-octane (PRF100) as the reference fuel and lower PRFs used to match its performance with the help of port water injection.