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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.

A wedge clutch with a wedge ramp transfers the tangential force to an axial force. It has unique features of self-reinforcement and small actuation force, and can be packaged into tight spaces. This wedge clutch can be developed to apply to an automatic transmission (AT) or a hybrid transmission. This paper focuses on the simulation of one wedge clutch in AT during shifting. A mathematical formula is given to describe the self-reinforcement principle of the wedge. The dynamic model of a motor actuated wedge clutch during shifting is built to simulate and develop the control algorithm. The model is implemented in Matlab/Simulink, which includes a DC motor model, a dynamic model of the wedge mechanism and clutch pack, and a driveline model of AT which can simulate a gear shift process. The key characteristics such as variation of normal pressure, response time and energy consumption are evaluated, and the results show a favorable comparison with the traditional hydraulic clutch.

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.

Rotating clutches play an important role in automatic transmissions (AT), dual-clutch transmissions (DCT) and hybrid transmissions. It is very important to continually improve the transmission systems in the areas such as simplifying actuator designs, reducing cost and increasing controllability. A new concept of electrical motor driven actuation using a wedge mechanism, a wedge clutch, demonstrates potential benefits. This wedge clutch has the characteristics of good mechanical advantage, self-reinforcement, and faster and more precise controllability using electrical motor. In this paper, a new rotating wedge clutch is proposed. It presents a challenge since the motor actuator has to be stationary while the clutch piston is rotating. A new mechanism to connect the motor to the wedge piston, including dual-plane bearings and two mechanical ramp linkages, is studied. The design and verification of the physical structure of the actuator are discussed in detail in the paper.

The wedge clutch takes advantages of small actuation force/torque, space-saving and energy-saving. However, big challenge arises from the varying self-reinforced ratio due to the varying friction coefficient inevitably affected by temperature and wear. In order to improve the smoothness and synchronization time of the slipping process of the wedge clutch, this paper proposes a self-tuning PID controller based on Lyapunov principle. A new Lyapunov function is developed for the wedge clutch system. Simulation results show that the self-tuning PID obtains much less error than the conventional PID with fixed gains. Moreover, the self-tuning PID is more adaptable to the variation of the friction coefficient for the error is about 1/5 of the conventional PID.

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).

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.

Continuously variable transmissions (CVT) provide superior fuel economy by enabling internal combustion engines to operate at their “sweet spots”. However, there is still potential to improve CVT system’s mechanical efficiency, and further enhance vehicle-level fuel economy. In the past, extensive research work has focused on the core continuously variator unit (CVU) that includes pulleys and a belt or chain. Another thread of research has centered on optimization of CVT clamping force control to reduce hydraulic system loss. Nonetheless, to the best of our knowledge, very little research has looked into the planetary gear sets and clutches that enable the CVT system to switch between forward, neutral and reverse gears. The state-of-the-art reverse clutch usually consists of multiple friction and steel plates, and is normally open during all forward driving maneuvers. The relative speed between friction and steel plates is identical to turbine speed, which generate spin loss.

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.

Dry dual clutch transmission (DCT) has played an important role in the high performance applications as well as low-cost market sectors in Asia, with a potential as the future mainstream transmission technology due to its high mechanical efficiency and driving comfort. Control system simplification and cost reduction has been critical in making dry DCT more competitive against other transmission technologies. Specifically, DCT clutch actuation system is a key component with a great potential for cost-saving as well as performance improvement. In this paper, a new motor driven clutch actuator with a force-aid lever has been proposed. A spring is added to assist clutch apply that can effectively reduce the motor size and energy consumption. The goal of this paper is to investigate the feasibility of this new clutch actuator, and the force-aid lever actuator's principle, physical structure design, and validation results are discussed in details.

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.

General Motors Global Propulsion Systems’ first nine-speed automatic transmission makes its debut in the 2017 Chevrolet Malibu, advancing a legacy of multispeed transmissions designed to optimize efficiency, performance and refinement. The Hydra-Matic 9T50 nine-speed is paired with a Ecotech 2.0L Turbo engine in the Malibu, contributing to an EPA estimated 33 mpg highway, a three-percent increase over the 2016 Malibu with an eight-speed automatic paired to the same engine. The 9T50 has a wider 7.6:1 overall ratio, which is the ratio between the first gear ratio and the top gear ratio, - compared to the six-speed’s 6.0:1 ratio. The 9T50 is fitted with a “deep” 4.69 first gear ratio for excellent off-the-line acceleration and a “tall” 0.62 top gear ratio for low-rpm highway cruising. That balance optimizes acceleration and fuel economy while reducing engine noise during cruising.

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.

The design and development of electric vehicles involves many unique challenges. One such challenge involves accurately predicting driveline abuse torque loads early in the design cycle to aid with sizing drive-unit and driveline components. Since electrified drivelines typically lack a torque-limiting “fuse” element such as a torque converter or slipping clutch, they can be vulnerable to sudden transient events involving high wheel acceleration or deceleration. Component sizing must account for the loads caused by such events, and these loads must be accurately quantified early on when vehicle parameters haven’t been finalized yet. Early load predictions can be made by completing abuse maneuver simulations where key parameters are varied to gauge their influence on simulated loads. Understanding how these parameters impact loads allows for better risk assessment during the design process, as these parameters will inevitably change until a final design is iterated upon.

While the basic working principle and the mechanical construction of automatic transmissions has not changed significantly, increased requirements for performance, fuel economy, and drivability, as well as the increasing number of gears has made it more challenging to design the systems that control modern automatic transmissions. New types of transmissions—continuously variable transmissions (CVT), dual clutch transmissions (DCT), and hybrid powertrains—have presented added challenges. Gear shifting in today’s automatic transmissions is a dynamic process that involves synchronized torque transfer from one clutch to another, smooth engine speed change, engine torque management, and minimization of output torque disturbance. Dynamic analysis helps to understand gear shifting mechanics and supports creation of the best design for gear shift control systems in passenger cars, trucks, buses, and commercial vehicles.

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.