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This paper presents a response to the question: Simulation - mathematical manipulation or useful design tool? A mathematical model of a modulating valve in a transmission control system was developed to predict clutch pressure modulation characteristics. The transmission control system was previously reported in SAE Paper 850783 - “Electronic/Hydraulic Transmission Control System for Off-Highway Vehicles”. The comparison of simulation predictions with test data illustrates the effectiveness of simulation as a design tool. THE EVOLUTION OF COMPUTER hardware and simulation software has resulted in increased interest and usage of simulation for dynamic analysis of hydraulic systems. Most commercially available software is relatively easy to learn to use. The application of such software and the modeling techniques involved require a longer learning curve.

Software systems on electronically controlled diesel truck engines typically provide diagnostic features to enable the engine mechanic to identify and debug system problems. As future systems become more sophisticated, so will the diagnostic requirements. The advantages of serviceability and accuracy found in todays electronic systems must not be allowed to degrade due to this increased sophistication. One method of maintaining a high level of serviceability and accuracy is to place an even greater priority on diagnostics and servicing in the initial design phase of the product than is done today. In particular, three major goals of future diagnostic systems should be separation of component failures from system failures, prognostication of failures and analysis of engine performance. This paper will discuss a system to realize these goals by dividing the diagnostic task into the Electronic System Diagnostics, Engine System Diagnostics and the Diagnostic Interface.

Off-highway machine mounting system isolation, especially the cab mounting system, significantly affects the operator comfort by providing damping to the harsh inputs and isolating the structure-borne energy from traveling into the cab. Mounting system isolation performance is decided not only by the isolation component, but also the mounting bracket structure, and should be treated as a system. This paper gives a review of how the mounting system isolates structural energy and the effect of the bracket structure stiffness to the mounting system isolation performance.

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.

Fluid power systems are widely used in agricultural and construction equipment for power conversion and transmission. Solving dynamic stability problems associated with complex and inherently nonlinear fluid power systems on this equipment is very challenging. In the past ten years, a new technology named SNAS (Symbolic/Numeric Analysis/Synthesis) has been developed and implemented by the author (Jiao Zhang). SNAS has been successfully applied to fluid power engineering area for optimizing system dynamic performance. In this paper the fundamentals of SNAS will be discussed and the successful application of SNAS to solve a hydrostatic drive instability problem will be presented.

This paper presents a diagnostics methodology that has applications to internal combustion engines as well as other dynamic devices. Included is an overview of the theoretical foundation of the approach, discussions on its application to internal combustion engine diagnostics, and experimental engine data showing the application of this methodology. Also included are the recent developments addressing issues of the effect of motoring compression and expansion work on crankshaft speed fluctuations and the resulting torque estimation. The methodology consists of a hard-wired nonlinear to linear transformation of engine variables that allow all subsequent diagnostics and control calculations to use linear mathematics, which significantly simplifies the size and complexity of the engine control and diagnostics strategy and code.

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.

Laboratory tests have shown that 40% glass-reinforced PPS is suitable for automotive underhood use where it comes into contact with used engine oil, gasoline/alcohol, gasoline/MTBE, water, water/ethylene glycol, hydraulic fluid, and transmission fluid at elevated temperatures. On exposure to water or water/ethylene glycol at 248° F (120° C) and 257°F (125°C), respectively, there is a sharp decline in mechanical strength in the first few weeks with little change thereafter. The residual strength of the 40% glass-reinforced PPS is comparable to, or better than other materials, such as phenolics, which have proved satisfactory in such usage. These results have been translated to successful applications in heavy duty diesel engines. Piston cooling nozzles and water pump impellers made of 40% glass-reinforced PPS have undergone successful engine component evaluations.

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 paper investigates flow and combustion in a full-cycle simulation of a four-stroke, three-valve HCCI engine by visualizing the flow with pathlines. Pathlines trace massless particles in a transient flow field. In addition to visualization, pathlines are used here to trace the history, or evolution, of flow fields and species. In this study evolution is followed from the intake port through combustion. Pathline analysis follows packets of intake charge in time and space from induction through combustion. The local scalar fields traversed by the individual packets in terms of velocity magnitude, turbulence, species concentration and temperatures are extracted from the simulation results. The results show how the intake event establishes local chemical and thermal environments in-cylinder and how the species respond (chemically react) to the local field.

A numerical study of air-fuel mixing in a direct-injection spark-ignition engine was carried out. In this paper, the numerical models are described and grid generation methods to represent a realistic port-valve-chamber geometry is discussed. To model a vaporizing hollow-cone spray resulting from an automotive pressure-swirl injector, a newly developed sheet spray atomization model was used to compute the processes of disintegration of the liquid sheet and breakup of the subsequent drops. Computations were performed of a particular 4-valve pent-roof engine configuration in which the intake process and an early fuel injection scheme were considered. After an analysis of the intake-generated flow structures in this engine configuration, the spray behavior and the spatial and temporal evolution of fuel liquid and vapor phases are characterized.

Control of the flow of thermal energy in an air-cooled engine is important to the overall performance of the engine because of potential effects on engine performance, durability, design, and emissions. A methodology is being developed for the assessment of thermal flows in air-cooled engines, which includes the use of cycle simulation and in-cylinder heat flux measurements. The mechanism for the combination of cycle simulation, the measurement of in-cylinder heat flux and wall temperatures, and comparison of predicted and measured heat flux in the methodology is presented. The methodology consists of both simulation and experimental phases. To begin, a one-dimensional gas dynamics code (WAVE) has been used in conjunction with a detailed in-cylinder flow and combustion model (IRIS) in order to simulate engine operation in a variety of operating conditions. The methods used to apply the model to the air-cooled engine case are described in detail.

During the early 1990s, the Track-Type Tractors Division (TTTD) of Caterpillar Inc. experienced several challenges. The Division faced increasing global competition in the midst of an economic recession. Although intense plant modernization and reorganization occurred in the five previous years, the business unit was not profitable. In 1993, Track-Type Tractors Division instituted its solution -- a change in its culture. Previously, the culture hindered the division’s ability to move forward. This was revealed in a 1992 review detailing the major obstacles inhibiting management from achieving divisional goals. The division leaders recognized that a change in business philosophy, as opposed to further plant modernization, was required to achieve production goals and stay globally competitive.

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.

The impingement of liquid fuels on surfaces in IC engines affects performance and emissions. To better understand liquid/solid interactions, the impact of single droplets on a healed surface was experimentally examined. The droplet impingement was photographed with a high speed cine camera to obtain a history of the hydrodynamics of the impingement process. Images obtained from the cine photography were inspected to determine hydrodynamic regimes: wetting, transition, and non-wetting, associated with the specific impingement conditions (droplet size, velocity, surface temperature, and ambient pressure). Images from selected impingement conditions were further analyzed to quantify the atomization resulting from the impingement.

High-resolution planar laser-induced fluorescence (PLIF) measurements were performed on the scalar field in an optical engine. The measurements were of sufficient resolution to fully resolve all of the length scales of the flow field through the full cycle. The scalar dissipation spectrum was calculated, and by fitting the results to a model turbulent spectrum the Batchelor scale of the turbulent flow was estimated. The scalar inhomogeneity was introduced by a low-momentum gas jet injection. A consistent trend was observed in all data; the Batchelor scale showed a minimum value at top dead center (TDC) and was nearly symmetric about TDC. Increasing the engine speed resulted in a decrease of the Batchelor scale, and the presence of a shroud on the intake valve, which increased the turbulence intensity, also reduced the Batchelor scale. The effect of the shrouded valve was less significant compared to the effect of engine speed.

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.

Transient operation of automobile engines is known to contribute significantly to regulated exhaust emissions, and is also an area of drivability concerns. Furthermore, many on-board diagnostic algorithms do not perform well during transient operation and are often temporarily disabled to avoid problems. The inability to quickly and repeatedly test engines during transient conditions in a laboratory setting limits researchers and development engineers ability to produce more effective and robust algorithms to lower vehicle emissions. To meet this need, members of the Powertrain Control Research Laboratory (PCRL) at the University of Wisconsin-Madison have developed a high-bandwidth, hydrostatic dynamometer system that will enable researchers to explore transient characteristics of engines and powertrains in the laboratory.

This paper discusses the various process changes, engine improvements, and equipment evolution that have contributed to significant increases in test productivity for heavy duty engines over the past several years. It deals with the development of short test cycles, methods of diagnosing operating problems, methods of maintaining test accuracy and discusses systems for minimizing test equipment down time. Finally it presents historical overview of the changes as they occurred at Cummins Engine Company and how performance improved over that transition period.

A key ingredient in the development of the Caterpillar 416 backhoe loader was the development of the hydraulic system. A load sensing, pressure compensated system was selected on the basis of its best being able to meet design goals. The result is a backhoe loader in which the hydraulic system contributes greatly to the vehicle's overall acceptance by operating efficiently and utilizing low lever efforts for ease of control.