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This paper presents a response to the question: Simulation - mathematical manipulation or useful design tool? A mathematical model of a modulating valve in a transmission control system was developed to predict clutch pressure modulation characteristics. The transmission control system was previously reported in SAE Paper 850783 - “Electronic/Hydraulic Transmission Control System for Off-Highway Vehicles”. The comparison of simulation predictions with test data illustrates the effectiveness of simulation as a design tool. THE EVOLUTION OF COMPUTER hardware and simulation software has resulted in increased interest and usage of simulation for dynamic analysis of hydraulic systems. Most commercially available software is relatively easy to learn to use. The application of such software and the modeling techniques involved require a longer learning curve.

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.

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.

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.)

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 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.

This paper presents a virtual analysis method for pressure spike estimation and optimization of hydraulic system architecture for off-highway applications with hydraulically actuated clutch. This pressure spike leads to a very high torque spike in driveline components during clutch pop-up conditions in puddling operations. These torque spikes lead to potential failure of driveline components i.e., gear, shaft, bearing and torsional damper during sudden engagement events. To assess the hydraulic system performance during clutch pop-up cornering conditions is very challenging and leads to compromise on operator safety in the paddy field. It is essential to develop a simulation methodology in a virtual environment to understand the system behavior during clutch pop-up condition and impact of various hydraulic system parameters. This paper describes a Model Based System Design (MBSD) approach for understanding hydraulic system pressure spike phenomenon and dynamic response.

A key ingredient in the development of the Caterpillar 416 backhoe loader was the development of the hydraulic system. A load sensing, pressure compensated system was selected on the basis of its best being able to meet design goals. The result is a backhoe loader in which the hydraulic system contributes greatly to the vehicle's overall acceptance by operating efficiently and utilizing low lever efforts for ease of control.

This paper summarizes the successful application of Computational Fluid Dynamics (CFD) analysis to predict and control the cavitation erosion in a hydraulic control valve. The accurate control of different vehicle operations demands very fine spool modulations in a hydraulic valve. The precise spool modulations create very high flow rates and high-pressure drops in the valve. The low local fluid pressure regions create cavitation inside the valve. Due to the explosion of bubbles there is a high erosion damage to the valve body as well as the spool surface. The CFD analysis has been used to predict the location of cavitation origination and also used to control the cavitation by redistributing the flow inside the valve.

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.