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All around the world, steps are being taken to improve the quality of our environment. Prominent among these are the definition, implementation, and attainment of increasingly stringent emissions regulations for all types of engines, including off-highway diesels. These rigorous regulations have driven use of technologies like after-treatment, advanced air systems, and advanced fuel systems. Fuel dispensed off-highway is routinely and significantly dirtier than fuel from on-highway outlets. Furthermore, fuels used in developing countries can be up to 30 times dirtier than the average fuels in North America. Poor fuel cleanliness, coupled with the higher pressures and performance demands of modern fuel systems, create life challenges greater than encountered with cleaner fuels. This can result in costly disruption of operations, loss of productivity, and customer dissatisfaction in the off-highway market.

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.

An engine rig test and a scuffing BOCLE test have been used to investigate the lubricity of low sulfur diesel fuels and its relationship with unit injector wear in heavy duty diesel engines. The rig test effectively ranks 11 selected fuels/fluids according to their actual performance. The scuffing BOCLE test correlates with the rig test by showing the same ranking capability, and it is easy to perform. A similar correlation has been established using ISO reference fuels. The scuffing BOCLE test has been used to study 37 fuels randomly sampled from the field. The data shows that there is indeed a reduction in lubricity of low sulfur fuels. The variation in lubricity of low sulfur fuels is also much greater than high sulfur fuels. Data in this study shows that transition from good to poor lubricity usually occurs between 2500 to 3000 grams in the scuffing BOCLE.

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.

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.

The ability of a piston oil ring to conform to liner distortions during engine operation is directly related to its radial stiffness. The ability to conform is also very important for controlling lubricant oil consumption and emissions. This paper describes the procedure utilized to investigate the technical feasibility of using flexible high performance engineering plastics to replace metal as base material for oil rings. Bench tests and engines were used to select and evaluate different types of plastics for wear resistance and structural integrity. Engine test results indicated no structural failures but wear levels were found to be unacceptably high for use in durable heavy duty diesel engines.

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.

A number of wear resistant coatings has been developed using physical vapor deposition(PVD) process. However this coating process has not yet been widely used in the automotive industry. The purpose of this work was to evaluate thin PVD coatings such as diamond like carbon doped with tungsten (W-DLC), molybdenum-disulfide doped with aluminum (MoS2-Al), and chrome nitride (CrN). Some of these coatings were previously found to have low friction, high wear resistance, or both when tested in unlubricated conditions. In the present work, the experiments were conducted using a Cameron-Plint apparatus in lubricated conditions. The ring counterfaces used were Cr-plated and gas-nitrided compression rings. Our data also indicated that some PVD coatings with thicknesses in the same order of magnitude as the surface roughness of the liners did show some improvement in liner wear resistance. The suitability of thin coatings for liner applications needs additional study.

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.

Off-highway mining and construction equipment typically converts all the power output of the engine to hydraulic power, with this power then used to perform the earth-moving operations, and also to propel the vehicle. This equipment presents significant opportunities for a new type of powerplant designed to deliver hydraulic power directly. An alternative to the conventional engine driven pump is a free-piston engine-pump (FPEP). The FPEP incorporates the functions of both an internal combustion engine and a hydraulic pump into a single, less-complex unit. The design presented in this paper utilizes two double-ended, reciprocating, opposed pistons, with combustion at one end of each piston and pumping at the opposite end. The opposed piston layout provides balance and also facilitates uniflow scavenging through intake and exhaust ports in the combustion section of the engine. An important feature of this FPEP design is the rebound accumulator circuit.

This paper summarizes the successful application of Computational Fluid Dynamics (CFD) analysis to predict and control the cavitation erosion in a hydraulic control valve. The accurate control of different vehicle operations demands very fine spool modulations in a hydraulic valve. The precise spool modulations create very high flow rates and high-pressure drops in the valve. The low local fluid pressure regions create cavitation inside the valve. Due to the explosion of bubbles there is a high erosion damage to the valve body as well as the spool surface. The CFD analysis has been used to predict the location of cavitation origination and also used to control the cavitation by redistributing the flow inside the valve.

There is an ongoing interest in biodegradable hydraulic fluids. Biodegradable fluids are often considered to include only vegetable oils, polyol esters and diester base stocks. However, other fluid base stocks including highly refined mineral oils, poly(alpha olefins) and fire-resistant fluids such as water-glycol hydraulic fluids are also biodegradable fluid alternatives. This paper will provide an overview of the international literature on biodegradable fluids, various international testing protocol, fluid base stocks, effect of oxidative stability, material compatibility and pump performance.