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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 builds upon recent publication (SAE Technical Paper 2011-01-1388, 2011, doi:10.4271/2011-01-1388) and outlines the on-going development of an advanced simulator for virtual engine mapping and optimization of engine performance, combustion and emissions characteristics. The model is further advanced through development of new sub-models for turbulent mixing, multiple injection events, variable injection pressures, engine breathing and gas exchange, as well as particulates formation and oxidation. The result is a simulator which offers engine design and performance data typically associated with 1D thermodynamic engine cycle simulations but with the "physics-based" model robustness usually associated with 3D CFD methods. This combination then enables efficient optimization of engine design with respect to engine performance, combustion characteristics and exhaust gas emissions.

The vehicle pass-by exterior noise tests are generally subjected to several variables including the weather and test track surface conditions. Additionally, validity of test results depends on test driver judgment and consistency. In a time when vehicle manufacturers need to tap into all resources to control noise emissions to meet stringent limits, a more reproducible and accessible tool than the actual pass-by noise test will provide a development edge. As a major partner to vehicle manufacturers on noise control, the engine manufacturer (particularly diesel engine manufacturers) can additionally benefit from a development tool free of vehicle chassis and accessory effects. A technique developed and in use at Caterpillar simulates the pass-by noise test in-cell. This technique simulates the engine loading under vehicle acceleration with a prescribed external inertia.

A full calibration exercise of a diesel engine air path can take months to complete (depending on the number of variables). Model-based calibration approach can speed up the calibration process significantly. This paper discusses the overall calibration process of the air-path of the Cat® C7.1 engine using statistical machine learning tool. The standard Cat® C7.1 engine's twin-stage turbocharger was replaced by a VTG (Variable Turbine Geometry) as part of an evaluation of a novel air system. The changes made to the air-path system required a recalculation of the air path's boost set point and desired EGR set point maps. Statistical learning processes provided a firm basis to model and optimize the air path set point maps and allowed a healthy balance to be struck between the resources required for the exercise and the resulting data quality.

Fundamental understanding of the sources of fuel-derived Unburned Hydrocarbon (UHC) emissions in heavy duty diesel engines is a key piece of knowledge that impacts engine combustion system development. Current emissions regulations for hydrocarbons can be difficult to meet in-cylinder and thus after treatment technologies such as oxidation catalysts are typically used, which can be costly. In this work, Computational Fluid Dynamics (CFD) simulations are combined with engine experiments in an effort to build an understanding of hydrocarbon sources. In the experiments, the combustion system design was varied through injector style, injector rate shape, combustion chamber geometry, and calibration, to study the impact on UHC emissions from mixing-controlled diesel combustion.

Thermal efficiencies of 54% have been demonstrated by single cylinder engine testing of advanced diesel engine concepts developed under Department of Energy funding. In order for these concept engines to be commercially viable, cost effective and durable systems for insulating the piston, head, ports and exhaust manifolds will be required. The application and development of new materials such as thick thermal barrier coating systems will be key to insulating these components. Development of test methods to rapidly evaluate the durability of coating systems without expensive engine testing is a major objective of current work. In addition, a novel, low cost method for producing thermal barrier coated pistons without final machining of the coating has been developed.

Although soot-formation processes in diesel engines have been well characterized during the mixing-controlled burn, little is known about the distribution of soot throughout the combustion chamber after the end of appreciable heat release during the expansion and exhaust strokes. Hence, the laser-induced incandescence (LII) diagnostic was developed to visualize the distribution of soot within an optically accessible single-cylinder direct-injection diesel engine during this period. The developed LII diagnostic is semi-quantitative; i.e., if certain conditions (listed in the Appendix) are true, it accurately captures spatial and temporal trends in the in-cylinder soot field. The diagnostic features a vertically oriented and vertically propagating laser sheet that can be translated across the combustion chamber, where “vertical” refers to a direction parallel to the axis of the cylinder bore.

Mandated pollutant emission levels are shifting light-duty vehicles towards hybrid and electric powertrains. Heavy-duty applications, on the other hand, will continue to rely on internal combustion engines for the foreseeable future. Hence there remain clear environmental and economic reasons to further decrease IC engine emissions. Turbocharged diesels are the mainstay prime mover for heavy-duty vehicles and industrial machines, and transient performance is integral to maximizing productivity, while minimizing work cycle fuel consumption and CO2 emissions. 1D engine simulation tools are commonplace for “virtual” performance development, saving time and cost, and enabling product and emissions legislation cycles to be met. A known limitation however, is the predictive capability of the turbocharger turbine sub-model in these tools.

Control and elimination of mobil-source particulate matter (PM) emissions is of increasing interest to engineers and scientists as regulators in industrialized countries promulgate lower emission levels in diesel engines. Relative to their gasoline engine counterparts, today's diesel engines, in general, still emit a higher mass of PM. While strictly speaking, this PM is an agglomeration of organic and inorganic particles, the predominant component is carbon and is commonly referred to as “soot”. For mobil-source PM control, one of the current preferred technologies is the ceramic closed-cell monolith Diesel Particulate Filter (DPF). Ideally, DPFs accumulate and store PM during low speed/temperature engine operation and burn the accumulated PM during high speed/temperature operation.

Nitrites have long been added to heavy-duty coolant to inhibit iron cylinder liner corrosion initiated by cavitation. However, in heavy-duty use, nitrites deplete from the coolant, which then must be refortified using supplemental coolant additives (SCA's). Recently, carboxylates have also been found to provide excellent cylinder liner protection in heavy-duty application. Unlike nitrites, carboxylate inhibitors deplete slowly and thus do not require continual refortification with SCA's. In the present paper laboratory aging experiments shed light on the mechanism of cylinder liner protection by these inhibitors. The performance of carboxylates, nitrites and mixtures of the two inhibitors are compared. Results correlate well with previously published fleet data. Specifically, rapid nitrite and slow carboxylate depletion are observed. More importantly, when nitrite and carboxylates are used in combination, nitrite depletion is repressed while carboxylates deplete at a very slow rate.

Fuel properties impact the engine-out emission directly. For some geographic regions where diesel engines can meet emission regulations without aftertreatment, the change of fuel properties will lead to final tailpipe emission variation. Aftertreatment systems such as Diesel Particulate Filter (DPF) and Selective Catalytic Reduction (SCR) are required for diesel engines to meet stringent regulations. These regulations include off-road Tier 4 Final emission regulations in the USA or the corresponding Stage IV emission regulations in Europe. As an engine with an aftertreatment system, the change of fuel properties will also affect the system conversion efficiency and regeneration cycle. Previous research works focus on prediction of engine-out emission, and many are based on chemical reactions. Due to the complex mixing, pyrolysis and reaction process in heterogeneous combustion, it is not cost-effective to find a general model to predict emission shifting due to fuel variation.

The effects of fuel composition and engine operating parameters on high-pressure, direct injection gasoline (DIG) injector plugging and deposit formation have been studied. The engine used was a conventional dual-sparkplug, 2.2-liter Nissan engine modified for direct injection using one of the spark plug holes. The engine was run under 20% rich conditions to accelerate deposit formation. A ten-fuel test matrix was designed around T90, sulfur level, and olefin levels indicated in the European gasoline specifications for year 2000. The gasolines, containing no detergents, were formulated using refinery stream blends to match the specified targets. Injector flow loss was monitored by fuel flow to the engine and monitoring oxygen sensors on each of the four cylinders. The impact of fuel composition on deposit formation and injector plugging is discussed. Injector flow loss was strongly influenced by injector tip temperature.

Catalytic converters have become a viable aftertreatment system for reducing emissions from on-highway diesel engines. This paper addresses the development and production qualification of a catalytic converter. The testing programs that were utilized to qualify the converter system for production included emissions performance, emissions durability, physical durability, and field test programs. This paper reports on the specific tests that were utilized for the emissions performance and emissions durability testing programs. An explanation on the development of an accelerated durability test program is also included. The physical durability section of the paper discusses the development and execution of laboratory bench tests to insure the catalytic converter/muffler maintains acceptable physical integrity.

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...

Extensive vehicle fleet testing has demonstrated that use of MMT can reduce net tailpipe out emissions. The use of fuel containing the octane-enhancing, emission-reducing fuel additive leads to manganese oxide deposits in the vehicle exhaust system. Studies of the physical and chemical effects of manganese oxide deposits on the performance of catalytic converters conclusively demonstrated that MMT does not adversely affect catalytic converters and, in fact, protected the converters from phosphorus and zinc. Despite the overwhelming evidence that MMT is compatible with catalytic converters and vehicle emission control systems, concerns have recently been raised about the effect of manganese oxides on OBD-II catalytic converter monitoring.

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.

Silicate-free, carboxylate based technology as typified by Texaco Extended Life Coolant (TELC) and Caterpillar Extended Life Coolant (ELC), both meeting Caterpillar's EC-1 Coolant Specification, offer excellent corrosion protection for commercial lead solders commonly used in the fabrication of copper/brass radiators and heater cores throughout the trucking industry. Results of laboratory testing using solders from commercial radiators manufacturers and extensive field coolant analysis compare extended life technology with the popular conventional coolant technologies. In the laboratory, the effect of coolant concentration on solder protection is explored using the glassware corrosion test, ASTM D-1384. At concentrations ranging from 33% up to 75% the carboxylate technology offers comparable to superior protection when compared to the popular heavy-duty conventional coolant containing silicates and phosphates.

This paper describes a computer simulation of the front suspension of a 1973 Chevrolet Malibu using the ADAMS (Automatic Dynamic Analysis of Mechanical Systems) computer program. The model was proposed by the SAE Fatigue Design and Evaluation Committee for evaluating the speed, economy and accuracy of various computer simulations in predicting displacements and loads in a suspension system. A comparison between experimental and simulated results is given.

Throughout the world, governments are promulgating regulations that are intended to improve air quality. Some of these regulations affect the physical and chemical properties of gasoline. Consequently, refiners are under increasing pressure to reformulate their gasoline to be lower emitting when handled and combusted. These regulatory actions have also greatly reduced flexibility in the fuel formulation process. In many cases, refiners are attempting to reduce gasoline vapor pressure, sulfur, aromatic, and olefin content while simultaneously tightening distillation characteristics by removing butane and reducing the use of heavy reformate and FCC fractions. Because butane, aromatics and olefins can contribute substantially to pool octane levels, blending clean-burning gasoline with the required octane rating for acceptable vehicle performance can be difficult.

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.)