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For this latest SAE Fatigue Design and Evaluation project, fatigue tests were run by loading, in bending, both welded and machined T-Joint specimens that have the same geometry. The test rig setup consisted of a horizontally mounted actuator, with pinned joints at both ends, where the load is applied to the top of the vertical leg of the “upside down T” of a T-Joint specimen, while the horizontal legs of the “upside down T” were clamped to the bedplate. Specimens were tested until failure or until the specimen was unable to carry the commanded load. They were cycled under constant amplitude (at several load levels and R ratios), block cycle, and variable amplitude loadings. Welded and machined T-Joint specimens of the same geometry were included in the test plan such that fatigue life predictions could be compared to test lives for each case. Those comparisons would demonstrate the methodology’s relative predictive ability to manage welds, residual stress, etc...

Two gasolines may have the same Research octane number, the same Motor octane number, and the same over-all hydrocarbon composition yet differ significantly in road antiknock performance. This paper concludes that such variation can be related to the placement of hydrocarbon types in the boiling range of the gasolines. Specifically, studies show that the low-boiling olefins provided better road performance than did the high-boiling olefins. Also, low-boiling aromatics gave better road ratings than the high-boiling aromatics. The magnitude of these effects varied with vehicle engine speed. For this study, twenty fuels of nominal 100 Research octane number were designed on a statistical basis. Realistic gasoline components were used. Comprehensive laboratory inspections of the fuels and fractions included more than 700 laboratory antiknock ratings, 400 hydrocarbon type analyses, and complete volatility data.

Pass-by/exterior noise of earth moving machines (EMM) and forestry machines is becoming a focus at early product development stages. ISO 6395 (2) or EC/2000/14 (1) standards defines exterior noise test procedure for EMM. However, these standards do not provide insights for diagnosing any noise issues which may arise. The analysis challenges are posed by the moving machine and acoustic sources with respect to the stationary hemisphere target microphone on the ground and changing operating condition of sources as function of time. There is need to develop a seamless methodology to identify acoustic sources, quantify respective source strengths and rank partial contributions from each source to the total target microphone response in order to overcome the aforementioned challenges.

It is estimated that operating continuously on a B20 fuel containing the current allowable ASTM specification limits for metal impurities in biodiesel could result in a doubling of ash exposure relative to lube-oil-derived ash. The purpose of this study was to determine if a fuel containing metals at the ASTM limits could cause adverse impacts on the performance and durability of diesel emission control systems. An accelerated durability test method was developed to determine the potential impact of these biodiesel impurities. The test program included engine testing with multiple DPF substrate types as well as DOC and SCR catalysts. The results showed no significant degradation in the thermo-mechanical properties of cordierite, aluminum titanate, or silicon carbide DPFs after exposure to 150,000 mile equivalent biodiesel ash and thermal aging. However, exposure of a cordierite DPF to 435,000 mile equivalent aging resulted in a 69% decrease in the thermal shock resistance parameter.

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.

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.

Automotive gear oil development has expanded beyond the historical requirements of emphasizing wear protection to encompass modern needs for fuel economy and limited slip frictional properties. This paper describes the development process of a new generation, fuel efficient gear lubricant for use in light duty vehicles. A systematic formulation approach was used, encompassing fluid viscometrics and additive optimization. Performance testing in both laboratory and vehicle tests is described. Though standard GL-5 tests were used to confirm oxidation, wear and corrosion performance, emphasis is given to those methods used for optimizing fuel economy.

Today’s business climate and economy demand new, innovative strategies from the initial kickoff of research and development - to the mining of ore from the earth - to the final inspection of a finished product in a mid-western factory. From startup companies with two employees to the largest companies, the world faces new and challenging requirements every day. The demands from companies, customers, executives, and shareholders continue to drive for higher outputs with more efficient use of personnel and investments. Fortunately, the rate of technology continues to exponentially accelerate, which allows those at the cutting edge of technology to capitalize. Caterpillar has been a pioneer in advanced technology since its inception and has been developing the foundation for autonomy over the past four decades.

NVH is gaining importance in the quality perception of off-highway machine performance and operator comfort. Booming noise, a low frequency NVH phenomenon, can be a significant sound issue in an off-highway machine. In order to increase operator comfort by decreasing the noise levels and noise annoyance, a tuned mass damper (TMD) was added to the resonating panel to suppress the booming. Operational deflection shapes (ODS) and experimental modal analysis (EMA) were performed to identify the resonating panels, a damper was tuned in the lab and on the machine to the specific frequency, machine operational tests were carried out to verify the effectiveness of the damper to deal with booming noise.

In designing fuel economy oils, two useful approaches are reduction of viscosity and incorporation of friction reducers. To achieve viscosity reduction without incurring problems of high oil consumption and possible interference with catalyst or oxygen sensor performance, the use of part-synthetic lubricants can be helpful. In this way, oil volatility (therefore oil consumption) is reduced and fuel economy is improved without incurring engine operating penalties. Friction reducers also can be used to improve fuel economy. The combination of these approaches furnishes the benefits of both. Laboratory and road testing of such combinations show important fuel economy benefits in normal vehicle operation, greater than those achievable from either approach alone. In addition, all other engine performance requirements are completely met. This advance in engine oil formulation technology, which opens up new possibilities to both vehicle manufacturers and consumers, is being further pursued.

A computational methodology has been developed for loss prediction in intake regions of internal combustion engines. The methodology consists of a hierarchy of four major tasks: (1) proper computational modeling of flow physics; (2) exact geometry and high quality and generation; (3) discretization schemes for low numerical viscosity; and (4) higher order turbulence modeling. Only when these four tasks are dealt with properly will a computational simulation yield consistently accurate results. This methodology, which is has been successfully tested and validated against benchmark quality data for a wide variety of complex 2-D and 3-D laminar and turbulent flow situations, is applied here to a loss prediction problem from industry. Total pressure losses in the intake region (inlet duct, manifold, plenum, ports, valves, and cylinder) of a Caterpillar diesel engine are predicted computationally and compared to experimental data.

Evaluations of the liner pitting protection performance provided by engine coolant corrosion inhibitors and supplemental coolant additives have presented many problems. Current practice involves the use of full scale engine tests to show that engine coolant inhibitors provide sufficient liner pitting protection. These are too time-consuming and expensive to use as the basis for industry-wide specifications. Ultrasonic vibratory test rigs have been used for screening purposes in individual labs, but these have suffered from poor reproducibility and insufficient additive differentiation. A new test procedure has been developed that reduces these problems. The new procedure compares candidate formulations against a good and bad reference fluid to reduce the concern for problems with calibration and equipment variability. Cast iron test coupons with well-defined microstructure and processing requirements significantly reduce test variability.

In July 1997, the Pacific Northwest and Alaska Regional Bioenergy Program, in cooperation with several industrial and institutional partners initiated a long-haul 322,000 km (200,000 mile) operational demonstration using a biodiesel and diesel fuel blend in a 324 kW (435 HP), Caterpillar 3406E Engine, and a Kenworth Class 8 heavy duty truck. This project was designed to: develop definitive biodiesel performance information, collect emissions data for both regulated and non-regulated compounds including mutagenic activity, and collect heavy-duty operational engine performance and durability information. To assess long-term engine durability and wear; including injector, valve and port deposit formations; the engine was dismantled for inspection and evaluation at the conclusion of the demonstration. The fuel used was a 50% blend of biodiesel produced from used cooking oil (hydrogenated soy ethyl ester) and 50% 2-D petroleum diesel.