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A project was conducted by Southwest Research Institute on behalf of the California Air Resources Board and the South Coast Air Quality Management District to demonstrate the technical feasibility of utilizing closed-loop three-way catalyst technology in off-road equipment applications. Five representative engines were selected, and baseline emission-tested using both gasoline and LPG. Emission reduction systems, employing three-way catalyst technology with electronic fuel control, were designed and installed on two of the engines. The engines were then installed in a fork lift and a pump system, and limited durability testing was performed. Results showed that low emission levels, easily meeting CARB's newly adopted large spark-ignited engine emission standards, could be achieved.

A new approach to reclaiming the spoil areas produced by area-type mining operations has been developed. This system uses a machine known as a winch-dozer, consisting of a pair of large back-to-back buckets which are drawn by cable across spoil piles, moving back and forth between a “tailblock” anchor and a “drawworks” winch unit developed as an attachment to a large crawler tractor. The system is expected to reduce the cost of reclamation leveling by 40-50%. The system permits more effective power utilization due to the blade system's light weight, induces caving of spoil banks, and permits moving spoil in both directions of blade travel.

The Texas Department of Transportation (TxDOT) began using an emulsified diesel fuel in July 2002. They initiated a simultaneous study of the effectiveness of this fuel in comparison to 2D on-road diesel fuel, which they use in both their on-road and off-road equipment. The study also incorporated analyses for the fleet operated by the Associated General Contractors (AGC) in the Houston area. Some members of AGC use 2D off-road diesel fuel in their equipment. The study included comparisons of fuel economy and emissions for the emulsified fuel relative to the conventional diesel fuels. Cycles that are known to be representative of the typical operations for TxDOT and AGC equipment were required for use in this study. Four test cycles were developed from data logged on equipment during normal service: 1) the TxDOT Telescoping Boom Excavator Cycle, 2) the AGC Wheeled Loader Cycle, 3) the TxDOT Single-Axle Dump Truck Cycle, and 4) the TxDOT Tandem-Axle Dump Truck Cycle.

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.

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.

This paper discusses the techniques and diagnostic significance of atomic absorption, atomic emission, and infrared spectrometric analysis of crankcase lubricants, with the use of supplementary data where pertinent. The parameters affecting used oil analytical data are discussed in terms of examples from Army general purpose vehicle test engines. Wear metals in used gear oils are also discussed and examples are given. Analytical methods and their applications are fully described, and the equipment and procedures for infrared spectroscopy and gas chromatography techniques are outlined.

To enable the evaluation of off-calibration powertrain operation, a selective interrupt and control (SIC) test capability was developed as part of an EPA evaluation of a 1.6 L EcoBoost® engine. A control and data acquisition device sits between the stock powertrain controller and the engine; the device selectively passes through or modifies control signals while also simulating feedback signals. This paper describes the development process of SIC that enabled a test engineer to command off-calibration setpoints for intake and exhaust cam phasing as well as ignition timing without the need for an open ECU duplicating the stock calibration. Results are presented demonstrating the impact of ignition timing and cam phasing on engine efficiency. When coupled with combustion analysis and crank-domain data acquisition, this test configuration provides a complete picture of powertrain performance.

The process of developing, parameterizing, validating, and maintaining models occurs within a wide variety of tools, and requires significant time and resources. To maximize model utilization, models are often shared between various toolsets and experts. One common example is sharing aircraft engine models with airframers. The functionality of a given model may be utilized and shared with a secondary model, or multiple models may run collaboratively through co-simulation. There are many technical challenges associated with model sharing and co-simulation. For example, data communication between models and tools must be accurate and reliable, and the model usage must be well-documented and perspicuous for a user. This requires clear communication and understanding between computer scientists and engineers. Most often, models are developed by engineers, whereas the tools used to share the models are developed by computer scientists.

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.

As both the number and complexity of electronic control system applications on earthmoving equipment and on-highway trucks increase, so does the effort associated with developing and maintaining control strategies implemented in embedded systems. A new tool was recently introduced by Sigma Technology of Ann Arbor, Michigan, that provides the capability to perform rapid prototyping of production embedded systems. The rapid prototyping process includes system modeling, control algorithm synthesis, simulation analysis, source code generation and vehicle implementation. The results of incorporating this tool in the control system design process include improved control performance, improved system reliability/robustness, and significantly reduced development/maintenance costs.

The engine intake process governs many aspects of the flow within the cylinder. The inlet valve is the minimum area, so gas velocities at the valve are the highest velocities seen. Geometric configuration of the inlet ports and valves, and the opening schedule create organized large scale motions in the cylinder known as swirl and tumble. Good charge motion within the cylinder will produce high turbulence levels at the end of the compression stroke. As the turbulence resulting from the conversion energy of the inlet jet decays fast, the strategy is to encapsulate some of the inlet jet in the organized motions. In this work the baseline port of a 2.0 L gasoline engine was modified by inserting a tumble plate. The work was done in support of an experimental study for which a new single-cylinder research engine was set up to allow combustion system parameters to be varied in steps over an extensive range. Tumble flow was one such parameter.

Adding oxygenates to diesel fuel has shown the potential for reducing particulate (PM) emissions in the exhaust. The objective of this study was to select the most promising oxygenate compounds as blending components in diesel fuel for advanced engine testing. A fuel matrix was designed to consider the effect of molecular structure and boiling point on the ability of oxygenates to reduce engine-out exhaust emissions from a modern diesel engine. Nine test fuels including a low-sulfur (∼1 ppm), low-aromatic hydrocracked base fuel and 8 oxygenate-base fuel blends were utilized. All oxygenated fuels were formulated to contain 7% wt. of oxygen. A DaimlerChrysler OM611 CIDI engine for light-duty vehicles was controlled with a SwRI Rapid Prototyping Electronic Control System. The base fuel was evaluated in four speed-load modes and oxygenated blends only in one mode. Each operating mode and fuel combination was run in triplicate.

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.

Connected and automated driving technology is known to improve real-world vehicle efficiency by considering information about the vehicle’s environment such as traffic conditions, traffic lights or road grade. This study shows how the powertrain of a hybrid-electric vehicle realizes those efficiency benefits by developing methods to directly measure real-time transient power losses of the vehicle’s powertrain components through chassis-dynamometer testing. This study is a follow-on to SAE Technical Paper 2019-01-0116, Test Methodology to Quantify and Analyze Energy Consumption of Connected and Automated Vehicles [1], to understand the sources of efficiency gains resulting from connected and automated vehicle driving. A 2017 Toyota Prius Prime was instrumented to collect power measurements throughout its powertrain and driven over a specific driving schedule on a chassis dynamometer.

The effect of humidity on the lean misfire limit and emissions from a lean burn, natural gas engine is described in this paper, along with a description of a practical humidity compensation method for incorporation into an electronic control system. Experiments to determine the effects of humidity on the lean limit and emissions are described. Humidity increases were shown to decrease the rate of combustion, reduce NOx emissions, and increase the levels of unburned hydrocarbon (HC) and carbon monoxide (CO) emissions. Data and calculations are also presented which demonstrate that increases in humidity will cause enleanment in a typical closed loop control system utilizing a universal exhaust gas oxygen (UEGO) sensor. A prototype system for humidity sensing and subsequent compensation based on these findings was implemented, and the system was found, through additional testing, to compensate for humidity very effectively.

Fossil fuel consumption is a significant factor in terms of both economic and environ-mental impact of on- and off-highway systems. Because fuel consumption can be directly tied to equipment efficiency, gains in efficiency can lead to reduction in operating costs as well as conservation of nonrenewable resources. Fluid performance has a direct effect on the efficiency of a hydraulic system. A procedure has been developed for measuring a fluid's effect on the degree to which mechanical power is efficiently converted to hydraulic power in pumps typical of off-highway applications.

Electronics technology has evolved significantly since the first electronically controlled heavy duty on-highway truck engines were introduced in the mid 1980's. Engine control hardware, software, and sensor designs have been driven by many factors. Emissions regulations, fuel economy, engine performance, operator features, fleet management information, diagnostics, vehicle integration, reliability, and new electronics technology are some of those factors. The latest engine electronics technology is not only found in heavy duty on-highway trucks, but in off-highway applications as well. Track-type tractors, haul trucks, wheel loaders, and agricultural tractors now benefit from the advantages of electronic engines. And, many more new applications are being developed.

Southwest Research Institute® (SwRI®) has developed electronic fuel injection (EFI) systems to be used on air-cooled motorcycle applications. In order to explore differences in application requirements between large and small displacement motorcycles, a large twin-cylinder, four-stroke, air-cooled motorcycle, and a small single cylinder, four-stroke, air-cooled motorcycle were utilized. The primary objectives of this study were to meet current and future emissions regulations for motorcycle exhaust emissions, to raise fuel economy, and to improve overall engine performance. The EFI development required baseline testing, control system setup, design of intake system components, installation of sensors and control unit, fuel system integration, steady-state and transient calibration, fuel consumption development, emissions development, performance improvement, and acceleration testing.

Efficiency testing of hybrid-electric vehicles is challenging, because small run-to-run differences in pedal application can change when the engine fires or the when the friction brakes supplement regenerative braking, dramatically affecting fuel use or energy regeneration. Electronic accelerator control has existed for years, thanks to the popularity of throttle-by-wire (TBW). Electronic braking control is less mature, since most vehicles don’t use brake-by-wire (BBW). Computer braking control on a chassis dynamometer typically uses a mechanical actuator (which may suffer backlash or misalignment) or braking the dynamometer rather than the vehicle (which doesn’t yield regeneration). The growth of electrification and autonomy provides the means to implement electronic brake control. Electrified vehicles use BBW to control the split between friction and regenerative braking. Automated features, e.g. adaptive cruise control, require BBW to actuate the brakes without pedal input.

Electromagnetic compatibility (EMC) design considerations have a vital role in the proper functioning of the electronic circuits and systems of a modern off-highway vehicle (OHV). Careful planning is needed in developing the electronic systems that operate the various functions and tasks on these vehicles. Incorporation of EMC in a system design gives that system the quality of reliability; that is, the system will have reduced emissions and be less susceptible to radiated and conducted electromagnetic energy. This paper provides ideas, concepts, and guidelines that the designer of OHV control circuitry can use for incorporation of EMC at the beginning of a design project.