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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.

Software systems on electronically controlled diesel truck engines typically provide diagnostic features to enable the engine mechanic to identify and debug system problems. As future systems become more sophisticated, so will the diagnostic requirements. The advantages of serviceability and accuracy found in todays electronic systems must not be allowed to degrade due to this increased sophistication. One method of maintaining a high level of serviceability and accuracy is to place an even greater priority on diagnostics and servicing in the initial design phase of the product than is done today. In particular, three major goals of future diagnostic systems should be separation of component failures from system failures, prognostication of failures and analysis of engine performance. This paper will discuss a system to realize these goals by dividing the diagnostic task into the Electronic System Diagnostics, Engine System Diagnostics and the Diagnostic Interface.

Off-highway machine mounting system isolation, especially the cab mounting system, significantly affects the operator comfort by providing damping to the harsh inputs and isolating the structure-borne energy from traveling into the cab. Mounting system isolation performance is decided not only by the isolation component, but also the mounting bracket structure, and should be treated as a system. This paper gives a review of how the mounting system isolates structural energy and the effect of the bracket structure stiffness to the mounting system isolation performance.

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.

In any machinery, avoiding noise and vibration completely is a difficult task due to the structural dynamic behaviors of components. To safeguard the operator, it is important to best isolate the operator station from NVH environment. Cabin isolation is an important aspect to minimize structure borne noise and tactile vibrations to be transferred into the cabin. Isolators are selected based on the isolation system inertial properties at mounting locations in the operating frequency range interested. The most important assumption to select isolators are that the active side and passive side of the isolators are nearly rigid so impedance mismatch is created for effective isolation. This paper describes the importance of dynamic stiffness of the structures on both the active and passive side for better NVH performance.

Most of the history of systems engineering has been focused on processes for engineering a single complex system. However, most large enterprises design, manufacture, operate, sell, or support not one product but multiple product lines of related but varying systems. They seek to optimize time to market, costs of development and production, leverage of intellectual assets, best use of talented human resources, overall competitiveness, overall profitability and productivity. Optimizing globally across multiple product lines does not follow from treating each system family member as an independently engineered system or product. Traditional systems engineering principles can be generalized to apply to families. This article includes a multi-year case study of the actual use of a generic model-based systems engineering methodology for families, Systematica™, across the embedded electronic systems products of one of the world's largest manufacturers of heavy equipment.

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.)

The swivel-type hinge mount specified in SAE J180 has been the standard alternator mounting for many years. However, in the mid-1990's on-highway applications began to experience vibration related failures due to casting excitation. This led to the eventual development of a stationary “pad mount” system in combination with an automatic belt tensioner. This paper will review the system component life and benefits of pad mount, and proposes an industry mounting standard for further application usage.

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.

Operator noise is an important aspect for noise and vibration of off-highway vehicles and a quieter cab is critical for the operator comfort. The noise level inside the cab is influenced by structural and acoustic transfer paths. In this paper, we used hybrid FE-SEA approach to consider both structural and acoustic transfer path as FEM and SEA methods individually face limitations in high and low frequencies respectively. A hybrid FE-SEA cab model was built to predict the structural and acoustic transfer functions. The analysis model was built with the systematic approach validated at each step with the laboratory test results. For the structural transfer function, structural excitations were applied at four cab mount locations and accelerations at various locations on the cab were validated. For the acoustic transfer function, the cab was excited with the volume velocity source inside the cab and sound power output of various panels were calculated and compared to the test results.

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.

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.

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.

The demands on improving the noise, vibration and harshness of the golf mowing machines are growing rapidly. Low frequency vibrations at the human touchpoints are one of the important factors leading to the discomfort of operators on these machines. In the present work, low frequency vibrations experienced by the operator of the golf mowing machine are reduced using finite element analysis (FEA) and validated by a physical test. Initially, testing observed high vibration at the command arm, where some of the operating controls are placed. FEA was carried out on a frame level assembly and the design was iterated to affect these vibration levels. The golf mowing machine considered in this work is powered by a gasoline engine, which is the source of excitation in the current scenario. The operational forces of the engine were measured by using blocked-force transfer path analysis at its mounts. The modal frequency response analysis used these calculated forces as an input excitation.

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.

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.

A transformation of agriculture reached commercial reality at the beginning of this century as automated steering of agricultural machine systems increased the productivity and convenience in crop production systems. Following guidance, additional technologies have resulted in increasing optimized machine productivity. Today, integrated worksite solutions through machine and information management continues to transform agriculture. This is the precursor to autonomous worksite solutions that lead to the optimization of the worksite ecosystem. This paper will review the progress from the perspective of the customer value provided by increasing automated systems and the industry execution of autonomous driving technologies and will enable the pathways to autonomous worksites.

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.