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A unique and attractive variator mechanism has been developed by Turbo Trac, Inc. and Southwest Research Institute (SwRI) for initial use in a heavy duty diesel truck application. High efficiency levels have been predicted with analytical models and confirmed with actual test data. Further, this variator incorporates a very stable and simple control system and has extremely high torque capacity. The prototype of the variator mechanism has also been configured with a modified Allison 650 series transmission for use as a series application in a Peterbilt truck, the final configuration will be a split power design. The setup includes a preliminary control system that allows for highway driving. It is emphasized, however, that Allison did not contribute to this design or any of the content of this paper.

The Port Fuel Injector (PFI) Deposit Test is a performance-based test procedure developed by the Coordinating Research Council and adopted by state and federal regulatory agencies for fuel qualification in the United States. To date, Southwest Research Institute (SwRI) has performed over 375 PFI tests between 1991 and 1998 for various clients. This paper details the analyses of these tests. Of the 375 tests, 199 were performed as keep-clean tests and 176 were performed as clean-up tests. The following areas of interest are discussed in this paper: Keep-clean versus clean-up test procedures Linearity of deposit formation Injector position effects as related to fouling Dirtyup / cleanup phenomena Seasonal effects This paper draws the conclusion that it is easier to keep new injectors from forming deposits than it is to clean up previously formed deposits. It was found that injector deposit formation is generally non-linear.

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...

The cost of human natural language translation of Service Information, Assembly Instructions, Training Materials, Operator Manuals and other similar documents is a major expense for manufacturers. One translation avoidance method involves replacing most of a document’s text with still and/or animated graphics. While the graphics with minimum text concept has savings potential, clarity of communication must be maintained for widespread application of this technique. The necessary clarity should be achieved if standards are established for the symbols and graphical conventions used. This paper provides an example of a repair procedure documented using the graphics with minimum text paradigm, describes many of the anticipated standards and provides an update on the progress towards achieving a standard development project.

Improved designs of extruded metal electrically heated catalysts (EHC) in combination with a traditional converter achieved the California ultra-low emission vehicle (ULEV) standard utilizing 50% less electrical energy than previous prototypes. This energy reduction is largely achieved by reducing the mass of the EHC. In addition to energy reduction, the battery voltage is reduced from 24 volts to 12 volts, and the power is reduced from 12 kilowatts to 3 kilowatts. Also discussed is the impact EHC mass, EHC catalytic activity, and no EHC preheating has on non-methane hydrocarbon emissions, energy requirements, and power requirements.

Various gold catalysts were prepared using commercial and in-house fabricated advanced catalyst supports that included mesoporous silica, mesoporous alumina, sol-gel alumina, and transition metal oxides. Gold nanoparticles were loaded on the supports by co-precipitation, deposition-precipitation, ion exchange and surface functionalization techniques. The average gold particle size was ∼20nm or less. The oxidation activity of the prepared catalysts was studied using carbon monoxide and light hydrocarbons (ethylene, propylene and propane) in presence of water and CO2 and the results are presented.

Electron beam (EB) welding process is characterized by an extremely high power density that is capable of producing weld seams which are considerably deeper than width. Unlike other welding process, heat of EB welding is provided by the kinetic energy of electrons. This paper presents a computational model for the numerical prediction of microstructure and residual stress resulting from EB welding process. Energy input is modeled as a step function within the fusion zone. The predicted values from finite element simulation of the EB welding process agree well with the experimentally measured values. The present model is used to study an axial weld failure problem.

For many years the SAE No. 2 friction machine has been used to measure the coefficient of friction obtained through the interaction of fluid, steel and clutch material. In addition, by forcing energy through the wetted clutch-steel interface and measuring the decay of the coefficient of friction over time, the durability of the materials and fluids can be determined. This paper discusses the use of a numerical computer model to duplicate SAE No. 2 data. The inputs for this model include test stand geometry and physical properties as well as output from a low velocity friction apparatus (LVFA). The LVFA uses a small disc of friction material, a small disc of steel material, and a small sample of fluid to generate a coefficient versus speed curve (m vs v). It was found that torque traces and speed traces generated by this model correlate well with actual SAE No. 2 data. THERE ARE SEVERAL REASONS for creating this model.

To assess the contribution of structure-borne noise from an engine, it is critical to characterize the dynamic and vibro-acoustic properties of the engine components and assembly. In this paper, a component level study of a three-cylinder diesel engine block is presented. Virtual analysis was done to predict the natural frequencies and mode shapes of an engine block in the first step. Then, these results were used to decide the optimum test locations and an experimental modal test was conducted on the engine block. The initial virtual model results for the natural frequencies and mode shapes were correlated with the results from test. Then, the virtual model was updated with the damping derived from experimental modal test to match the vibration frequency response functions. Further, the virtual model was used for prediction of vibro-acoustic transfer functions. The vibro-acoustic transfer functions were also obtained from test.

In lightweight structures with dissimilar metal designs, structural adhesive joining is a potential joining method. Adhesives help in reducing galvanic corrosion by minimizing physical contact between two dissimilar metals. Along with adhesives, fasteners are often used as a secondary joining method to hold the assembly together during adhesive curing. Therefore, a hybrid joint which is a combination of adhesives and mechanical fasteners is potential joining method to join dissimilar metals. However, when two dissimilar metals such as aluminum to steel are joined with hybrid joint by adhesive curing at elevated temperature, the distortion of assembly is observed when cooled at room temperature. This is due to the mismatch between coefficients of thermal expansion of aluminum vs steel. The adhesive may also experience residual stress and fracture. In this study, adhesive curing induced distortion is studied using 1.1 meter-long specimens of aluminum to steel hybrid joint assembly.

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.

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 Society of Automotive Engineers Fatigue Design & Evaluation Committee [SAE FD&E] is actively working on a total life project for weldments, in which the welding residual stress is a key contributor to an accurate assessment of fatigue life. Physics-based welding process simulation and various types of residual stress measurements were pursued to provide a representation of the residual stress field at the failure location in the fatigue samples. A well-controlled and documented robotic welding process was used for all sample fabrications to provide accurate inputs for the welding simulations. One destructive (contour method) residual stress measurement and several non-destructive residual stress measurements-surface X-ray diffraction (XRD), energy dispersive X-ray diffraction (EDXRD), and neutron diffraction (ND)-were performed on the same or similarly welded samples.

The presence of residual stresses affects the fatigue response of welded components. In the present study of thick welded cantilever specimens, residual stresses were measured in two A36 steel samples, one in the as-welded condition, and one subjected to a short history of bending loads where substantial local plasticity is expected at the fatigue hot-spot weld toe. Extensive X-Ray Diffraction (XRD) measurements describe the residual stress state in a large region above the weld toe both in an untested as-welded sample and in a sample subjected to a short load history that generated an estimated 0.01 strain amplitude at the stress concentration zone at the weld toe. The results show that such a test will significantly alter the welding-induced residual stresses. Fatigue life prediction methods need to be aware that such alterations are possible and incorporate the effects of such cyclic stress relaxation in life computations.

Phoenix International, the electronics manufacturing group of John Deere, has developed a product and manufacturing process to address many of the shortcomings of conventional heatsinking technologies. In this process, a thin circuit board is bonded directly to a flat surface heatsink such as a finned extrusion or liquid-cooled plate. The major benefits of the proposed solution are the simplification of the manufacturing process and substantially improved conduction of heat away from high-power circuitry.

With stringent emission regulations, many subsystems that abate engine tailpipe-out emissions become a necessary part for engines. The increased level of complexity poses technical challenges for the quality and reliability for modern engines. Among the spectrum of quality control methodologies, one conventional methodology focuses on every component's quality to ensure that the accumulative deviation is within predetermined limits. This conventional methodology tightens the component tolerance during the manufacturing process and typically results in increased cost. Another conventional methodology that is on the other side of the spectrum focuses on tailoring an engine calibration solution to offset the manufacturing differences. Although the tailored engine calibration solution reduces manufacturing cost for components, it increases the development and validation cost for engines. Given the cost and time constraints, system integration plays an important role in engine development.

A typical automotive catalytic converter is constructed with a ceramic substrate and a steel shell. Due to a mismatch in coefficients of thermal expansion, the steel shell will expand away from the ceramic substrate at high temperatures. The gap between the substrate and shell is usually filled with a fiber composite material referred to as “mat.” Mat materials are compressed during assembly and must maintain an adequate pressure around the substrate under extreme temperature conditions. The container deformation measurement procedure is used to determine catalytic converter shell expansion during and after a period of hot catalytic converter operation. This procedure is useful in determining the potential physical durability of a catalytic converter system, and involves measuring converter shell expansion as a function of inlet temperature. A post-test dimensional measurement is used to determine permanent container deformation.

A new total fatigue life methodology was utilized to make fatigue life predictions, where total fatigue life is defined as crack initiation and subsequent crack propagation to a crack of known size or the component’s inability to carry load. Fatigue life predictions of an A36 steel T-joint geometry were calculated using the same total fatigue life methodology for both welded and machined test specimens that have the same geometry. The only significant difference between the two analyses was the inclusion of the measured weld residual stresses in the welded specimen life predictions. Constant amplitude tests at several load levels and R ratios were analyzed along with block cycle and variable amplitude loading tests. The accuracy of the life predictions relative to experimental test lives was excellent, with most within a factor of +/- two.

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.