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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.

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.

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 effect of piston ring pack crevice flow and lubricant oil vaporization on heavy-duty diesel engine deposits is investigated numerically using a multidimensional CFD code, KIVA3V, coupled with Chemkin II, and computational grids that resolve part of the crevice region appropriately. Improvements have been made to the code to be able to deal with the complex geometry of the ring pack, and sub-models for the crevice flow dynamics, lubricating oil vaporization and combustion, soot formation and deposition were also added to the code. Eight parametric cases were simulated under reacting conditions using detailed chemical kinetics to determine the effects of variations of lube-oil film thickness, distribution of the oil film thickness, number of injection pulses, and the main injection timing on engine soot deposition. The results show that crevice-borne hydrocarbon species play an important role in deposit formation on crevice surfaces.

Recently, outboard engine technology has advanced significantly. With these new technologies comes a substantial improvement in emissions compared to traditional carbureted two-stroke engines. Some two-stroke gasoline direct injection (GDI) marine outboard engines are now capable of meeting California Air Resources Board 2008 Ultra-Low emissions standards. With improvement of gaseous emissions, studies are now being conducted to assess particulate matter (PM) emissions from all new technology marine outboard engines which include both four-stroke and two-stroke designs. Methods are currently being developed to determine the best way to measure PM from outboard engines. This study assesses gaseous and PM emissions, mutagenic activity of PM and oil consumption of two different technologies over the useful life of the engines.

Caterpillar Inc. has developed a new diesel engine fuel system, powered by hydraulics and controlled electronically. This Hydraulic Electronic Unit Injector, (HEUI), requires no mechanical actuating or mechanical control devices, and offers many advantages over conventional fuel injection systems. Inherent features of the HEUI Fuel System include injection pressure control independent of engine load or speed, totally flexible injection timing, and full electronic control of injection parameters. Packaging the HEUI Fuel System on an engine is simple, as the injector is compact and available in a variety of configurations. The hydraulic actuating circuit is straightforward, using lubricating oil from the engine sump. Hydraulic lines may be internal to the engine or external. This paper describes the Caterpillar HEUI Fuel System, its operating features, performance advantages, and application to diesel engines.

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.

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.

Transmissions have multiple transient events that occur from gear shifting to torque converter clutch application. These transients can be difficult to capture and observe. A six speed front wheeled drive transmission was instrumented with pressure transducers to measure clutches and the torque converter. Due to size restrictions internal to the torque converter the data had to be multiplexed across three different transmitters. A method to capture a transient event through the use of multiplexed data was developed to create a data set with the transient event occurring on each channel. Once testing is completed, the data has to be split into individual channels and synced with the operational data. The data then can be used in both time and frequency domain analysis. It is important to understand that the data is not continuous and must be taken into consideration when post processing it for further results.

Sound power can be determined using a variety of methods, but precision methods require the volume of the noise source to be less than 1% of the chamber volume leading to relatively large test chambers. Automotive torque converter performance and noise testing is completed in an enclosed metallic test fixture which inhibits the use of precision methods due to volume and space limitations. This paper describes a new method developed to accurately determine sound power of an automotive torque converter in a relatively small enclosure through characterization of the test environment. The test environment was characterized using two reference noise sources designed to represent torque converter noise output and physical geometry. Sound pressure levels of the sources were measured at multiple microphone locations and at three source amplitude levels to characterize the environment.

This paper describes a methodology for investigating the controls coordination of clutch and propulsion torque sources relative to clutch energy, electrification energy consumption and output torque profile for offgoing controlled downshifts in P2 parallel xHEV powertrain configurations. The focus is on an 8 speed planetary automatic transmission, but the approach is equally applicable to any powerflow design with clutch-to-clutch shifting. The modeling technique is for an overall control strategy relative to achieving a targeted transmission input speed profile. A reduced order model of the transmission system is presented that accounts for input shaft acceleration and compensation of inertial contributions to offgoing clutch torque and transmission output torque.

This paper reports on a comprehensive, crank-angle transient, three dimensional, computational fluid dynamics (CFD) model of the complete lubrication system of a multi-cylinder engine using the CFD software Simerics-Sys / PumpLinx. This work represents an advance in system-level modeling of the engine lubrication system over the current state of the art of one-dimensional models. The model was applied to a 16 cylinder, reciprocating internal combustion engine lubrication system. The computational domain includes the positive displacement gear pump, the pressure regulation valve, bearings, piston pins, piston cooling jets, the oil cooler, the oil filter etc… The motion of the regulation valve was predicted by strongly coupling a rigorous force balance on the valve to the flow.

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.