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The number of control actuators available on spark-ignition engines is rapidly increasing to meet demand for improved fuel economy and reduced exhaust emissions. The added complexity greatly complicates control strategy development because there can be a wide range of potential actuator settings at each engine operating condition, and map-based actuator calibration becomes challenging as the number of control degrees of freedom expand significantly. Many engine actuators, such as variable valve actuation and flow control valves, directly influence in-cylinder combustion through changes in gas exchange, mixture preparation, and charge motion. The addition of these types of actuators makes it difficult to predict the influences of individual actuator positioning on in-cylinder combustion without substantial experimental complexity.

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.

Nitrites have long been added to heavy-duty coolant to inhibit iron cylinder liner corrosion initiated by cavitation. However, in heavy-duty use, nitrites deplete from the coolant, which then must be refortified using supplemental coolant additives (SCA's). Recently, carboxylates have also been found to provide excellent cylinder liner protection in heavy-duty application. Unlike nitrites, carboxylate inhibitors deplete slowly and thus do not require continual refortification with SCA's. In the present paper laboratory aging experiments shed light on the mechanism of cylinder liner protection by these inhibitors. The performance of carboxylates, nitrites and mixtures of the two inhibitors are compared. Results correlate well with previously published fleet data. Specifically, rapid nitrite and slow carboxylate depletion are observed. More importantly, when nitrite and carboxylates are used in combination, nitrite depletion is repressed while carboxylates deplete at a very slow rate.

There has been an ongoing interest in replacing mineral oil with more biodegradable and/or fire-resistant hydraulic fluids in many mobile equipment applications. Although many alternative fluids may be more biodegradable, or fire-resistant, or both than mineral oil, they often suffer from other limitations such as poorer wear, oxidative stability, and yellow metal corrosion which inhibit their performance in high-pressure hydraulic systems, particularly high pressure piston pump applications. From the fluid supplier's viewpoint, the development of a definitive test, or series of tests, that provides sufficient information to determine how a given fluid would perform with various hydraulic components would be of interest because it would minimize extensive testing. This is often too slow or prohibitively expensive. Furthermore, from OEM's (original equipment manufacturer's) point of view, it would be advantageous to develop a more effective, industry accepted fluid analysis screening.

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 presented manuscript discusses the implementation of the pulsed-thermography technique for the non-intrusive evaluation of automotive parts. The study discusses the fundamentals of static and dynamic thermography through examples and case studies. Furthermore, the proposed pulse thermography system is analyzed in terms of hardware calibration i.e. pulse duration and intensity and the detector effect on the time and the spatial resolutions. Current thermography processing codes and techniques are also described and critiqued, with new processing subroutines proposed; one based on self-referencing thersholding. Additionally, new trends in infrared and visible sensors fusion are presented.

In developing a nonlinear steering system model for vehicle simulation, it was determined that proper inclusion of system friction is necessary to correctly predict steering wheel torque response in on-center driving using simulation models. A method to characterize the inherent friction behavior for a given steering gear has been developed and performed on two types of power steering gears: a recirculating ball gear and a rack-and-pinion gear. During this research it was discovered that levels of static and dynamic friction can differ widely for these two types. Therefore this characterization procedure provides a method to ascertain both static and dynamic friction levels. The results from these tests show that friction levels can depend on steering gear input shaft position, steering gear input angular velocity and steering gear loading conditions.

The design of a pressure compensated hydraulic valve is optimized using CFD analysis. The valve is used in a hydraulic system to control implement movement. High flow rates through the valve resulted in unacceptably high pressure drops, leading to an effort to optimize the valve design. Redesign of the valve had to be achieved under the constraint of minimal manufacturing cost. The flow path of hydraulic oil through the valve, the spool design, and various components of the valve that caused the high pressure drops were targeted in this analysis. A commercially available CFD package was used for the 3D analysis. The hydraulic oil flow was assumed to be turbulent, isothermal and incompressible. The steady-state results were validated by comparison with experimental data.

Caterpillar uses heat treatment to enhance the properties of a significant number of parts. Traditional heat treat process optimization is both time consuming and expensive when done by empirical methods. This paper describes a computer simulation of the heat treatment process, developed by Caterpillar, based upon finite element analysis. This approach combines thermal, microstructural, and stress analysis to accurately model material transformation during quenching. Examples are presented to illustrate the program.

Studies of transient diesel spray characteristics at high injection pressures were conducted in a constant volume chamber by utilizing a high speed photography and light extinction optical diagnostic technique. Two different types of nozzle hole entrances were investigated: a sharp-edged and a round-edged nozzle. The experimental results show that for the same injection delivery, the sharp-edged inlet injector needed a higher injection pressure to overcome the higher friction loss, but it produced longer spray tip penetration length, larger spray angle, smaller droplet sizes, and also lower particulate emission from a parallel engine test. For the round-edged and smooth edged tips at the same injection pressure, the sharp-edged inlet tip took a longer injection duration to deliver a fixed mass of fuel and produced larger overall average Sauter Mean Diameter (SMD) droplets.

Since the advent of P/M technology as a near net shape production process, millions of mechanical components of various shapes and sizes have been produced. Although P/M continues to be one of the fast growing shaping processes, it suffers from the inability to produce intricate geometry's such as internal tapers, threads or recesses perpendicular to pressing direction. In such cases application of machining as a secondary forming operation becomes the preferred alternative. However, machining of P/M parts due to their inherent porosity is known to decrease tool life and increase tool chatter and vibration. Consequently, several attempts have been made to improve the machinability of P/M materials by either addition of machinability enhancing elements such as sulfur, calcium, tellurium, selenium, etc., or by resin impregnation of P/M parts.

The NOx reduction performance under lean conditions over γ-alumina was evaluated using a micro-reactor system and a non-thermal plasma-equipped bench test system. Various alumina samples were obtained from alumina manufacturers to assess commercial alumina materials. In addition, γ-alumina samples were synthesized at Caterpillar with a sol-gel technique in order to control alumina properties. The deNOx performances of the alumina samples were compared. The alumina samples were characterized with analytical techniques such as inductively coupled plasma (ICP) emission spectroscopy, temperature programmed desorption (TPD) and surface area measurements (BET) to understand physical and chemical properties. The information derived from these techniques was correlated with the NOx reduction performance to identify key parameters of γ-alumina for optimizing materials for lean-NOx and plasma assisted catalysis.

This paper details results of a numerical and experimental investigation into the relative performance of vaned and vaneless mixed flow turbines for application to medium and heavy-duty diesel engines utilizing pulse exhaust systems. Previous investigations into the impact of nozzle vanes on turbine performance considered only open turbine housings, whereas a majority of medium and heavy-duty diesel engine applications are six-cylinder engines using pulse exhaust systems with divided turbines. The two turbine stages for this investigation were carefully designed to meet the constraints of engines with pulse exhaust systems and to control confounding factors that would undermine the vaned vs vaneless performance comparison. Detailed CFD analysis and turbine dynamometer test results confirm a significant efficiency advantage for the vaned turbine stage under both full and partial admission conditions.

Past experiments have shown that numerous micro-hole sprays in close proximity produce drop sizes that are sensitive to the nozzle arrangement. Numerical studies have been performed to identify the interaction mechanisms between closely spaced sprays. It is shown that nozzle configurations can lower the drop-gas relative velocity and droplet Weber number, leading to reduced atomization intensity. However, the collisions involving droplets from neighboring sprays have a much greater effect on droplet size. Thus, neighboring sprays primarily interfere with each other through droplet collision.

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.

Hydrostatic (hydraulic hybrid) drives have demonstrated energy efficiency and emissions reduction benefits. This paper investigates the potential of an independent hydrostatic wheel drive system for implementing a traction-based vehicle lateral stability control system. The system allows an upper level vehicle stability controller to produce a desired corrective yaw moment via a differential distribution of torque to the independent wheel motors. In cornering maneuvers that require braking on any one wheel of the vehicle, the motors can be operated as pumps for re-generating energy into an on-board accumulator. This approach avoids or reduces activation of the friction brakes, thereby reducing energy waste as heat in the brake pads and offering potential savings in brake maintenance costs. For this study, a model of a 4×4 hydrostatic independent wheel drive system is constructed in a causal and modular fashion and is coupled to a 7 DOF vehicle handling dynamics model.

Technical groups worldwide have been actively developing specifications and requirements for biodegradable hydraulic fluids for mobile applications. These groups have recognized that an industry-wide specification is necessary due to the increase in environmental awareness in the agriculture, construction, forestry, and mining industries, and to the increasing number of local regulations primarily throughout Europe. Caterpillar has responded to this need by publishing a requirement, Caterpillar BF-1, that may be used by Caterpillar dealers, customers, and industry to help select high-performance biodegradable hydraulic fluids. This requirement was written with the input of several organizations that are known to be involved with the development of similar types of specifications and requirements.

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.

Increasingly, the exchanges of data in complex ECM (Electronic Control Module) systems rely on multiple communication networks across various physical and network layers. This has greatly increased system flexibility and provided an excellent medium to create well-defined exchangeable interfaces between components; however this added flexibility comes with increased network complexity. A system-level approach allows for the optimization of data exchange and network configuration as well as the development of a comprehensive network failure strategy. Many current ECM systems utilize complex multi-network communication strategies to exchange and control data to components. Recently, Caterpillar implemented an HIL (Hardware-In-the-Loop) test system that provides an approach for developing and testing a comprehensive ECM network strategy.

A study was performed to correlate the Sauter Mean Diameter (SMD), NOx and particulate emissions of a direct injection diesel engine with various injection pressures and different nozzle geometry. The spray experiments and engine emission tests were conducted in parallel using the same fuel injection system and same operating conditions. With high speed photography and digital image analysis, a light extinction technique was used to obtain the spray characteristics which included spray tip penetration length, spray angle, and overall average SMD for the entire spray. The NOx and particulate emissions were acquired by running the tests on a fully instrumented Caterpillar 3406 heavy duty engine. Experimental results showed that for higher injection pressures, a smaller SMD was observed, i.e. a finer spray was obtained. For this case, a higher NOx and lower particulate resulted.