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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.

This paper presents system identification methods of using both frequency and time domain analyses to estimate system parameters for a nonlinear electrohydraulic (E/H) tractor steering system. The frequency domain method identified parameters of the system using a linear model with a nonlinear gain function. The time domain method identified those parameters using a discrete time expression. A method of multiple models was used to represent the nonlinear system for both frequency and time domain analyses. Simulation and test results showed that the modified identification method could satisfactorily identify the parameters of the nonlinear E/H tractor steering system.

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.

Understanding lubrication failures at the shoe/swashplate contact of automotive swashplate compressors will greatly enhance the reliability of the air conditioning system. Maintaining proper lubrication is not always possible during transient conditions. Therefore, a method for detection of lubricant loss is of great interest to the automotive industry. Three methods for detecting lubrication loss were examined: contact resistance, acoustic emission, and dynamic pressure oscillations. A mobile air conditioning test stand capable of recording many system parameters was used. Oil return to the compressor was monitored using an oil separator and a refrigerant/oil concentration sensor. Data were taken during steady oil return rates and after oil shut off. The electrical contact resistance between the shoe and swashplate was used to indicate changes in the lubrication conditions at this critical interface. Measurements were taken at two oil return rates during steady oil return tests.

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.

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.

Machine operators rely on intuition and experience to evaluate vehicle performance. As we increasingly turn to automation, it is important to automatically evaluate sensor data and system performance. Fuzzy logic allows us to take advantage of domain knowledge to evaluate data and to describe a system linguistically. In this paper, two automated fuzzy evaluation systems are described. In the first, a fuzzy quality module evaluates output from a simulated noisy sensor. In the second system, a fuzzy quality module evaluates the output from a machine vision system. Results from both systems indicate that fuzzy logic was able to accurately categorize the output in support of machinery decision making for automated control.

A dynamic model for the springless electrohydraulic valvetrain has been developed. The model speeds up the valvetrain development process by simulating effects of parameter changes, thus minimizing the number of hardware variations. It includes dynamic characteristics of check valves that enable energy recovery, hydraulic snubbers that limit seating velocity of the engine valves, and leakage in the control solenoids. A good match of the experimental data has been obtained for a single valve system, and the model calibration and validation have been completed. The known parameters are used together with some unknown calibration constants which have been tuned to match the experimental data. The simulation results for a twin valve system are also presented. The model applications for system performance analysis and for the closed-loop control of the engine valve lift are described. The cyclic variability of the experimental data is also discussed.

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.

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.

The development of automated guidance for agricultural tractors has addressed several basic and applied issues of agricultural equipment automation. Basic analyses have included the dynamics of steering systems and posture sensors for guidance. Applied issues have evaluated the potential of several commercial sensing systems and a commercial mechanical guidance system. A research platform has been developed based on a Case 7220 Magnum1 2-wheel drive agricultural tractor. An electrohydraulic steering system was used and characterized in support of automated guidance control. Posture sensing methods were developed using GPS, geomagnetic direction sensors (GDS), inertial, and machine vision sensing systems. Sensor fusion of GPS-inertial-machine vision and GPS-GDS-machine vision provided the most flexible and accurate guidance and capable for operation under dynamically changing field conditions.

Camless actuation offers programmable flexibility in controlling engine valve events. However, a full range of engine benefits will only be available, if the actuation system can control lift profile characteristics within a particular lift event. Control of the peak value of valve lift is a first step in controlling the profile. The paper presents an adaptive feedback control of valve lift for a springless electrohydraulic valvetrain. The adaptive control maintains peak value of lift in presence of variations in engine speed, hydraulic fluid temperature and manufacturing variability of valve assemblies. The control design includes a reduced-order model of the system dynamics. Experimental results show dynamic behavior under various operating and environmental conditions and demonstrate advantages of adaptive control over the non-adaptive type.

A traditional method of controlling evaporator superheat in a vapor compression air conditioning system is the thermostatic expansion valve (TXV). Such systems are often used in automotive applications. The TXV depends on superheat to adjust the valve opening. Unfortunately, any amount of superheat causes that evaporator to operate at reduced capacity due to dramatically lower heat transfer coefficients in the superheated region. In addition, oil circulation back to the compressor is impeded. The cold lubricant almost devoid of dissolved refrigerant is quite viscous and clings to the evaporator walls. A system that could control an air conditioner to operate with no superheat would either decrease the size of its existing evaporator while maintaining the same capacity, or potentially increase its capacity with its original evaporator. Also, oil circulation back to the compressor would be improved.