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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.

With increasing interest in more biodegradable and fire-resistant hydraulic fluids and with the availability of water-glycol hydraulic fluids suitable for high-pressure hydraulic pump operation, there is increasing interest in the conversion of mineral oil hydraulic systems to these alternative fluids. In this paper, the proper conversion procedures and troubleshooting of some common causes of hydraulic failures for the conversion of mineral oil hydraulic fluids to a water-glycol will be reviewed.

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.

The automotive industry is dramatically changing. Many automotive Original Equipment Manufacturers (OEMs) proposed new prototype models or concept vehicles to promote a green vehicle image. Non-traditional players bring many latest technologies in the Information Technology (IT) industry to the automotive industry. Typical vehicle’s characteristics became wider compared to those of vehicles a decade ago, and they include not only a driving range, mileage per gallon and acceleration rating, but also many features adopted in the IT industry, such as usability, connectivity, vehicle software upgrade capability and backward compatibility. Consumers expect the latest technology features in vehicles as they enjoy in using digital applications in laptops and mobile phones. These features create a huge challenge for a design of a new vehicle, especially for a human-machine-interface (HMI) system.

China has become the world’s largest vehicle market in terms of sales volume. Automobiles sales keep growing in recent years despite the declining economic growth rate. Due to the increasing attention given to the environmental impact, more stringent emission regulations are being drafted to control traditional internal combustion engine emissions. In order to reduce vehicle emissions, environmentally-friendly new-energy vehicles, such as electric vehicles and plug-in hybrid vehicles, are being promoted by government policies. The Chinese government plans to boost sales of new-energy cars to account for about five percent of China’s total vehicle sales. It is well known that more electric and electronic components will be integrated into a vehicle platform during vehicle electrification.

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.

Proper hydraulic pump inlet pressure conditions are critical for proper operation of hydraulic systems. This is especially true when water-containing hydraulic fluids are used as direct replacements for mineral oil or synthetic esters. In this paper, the importance of proper inlet conditions on hydraulic system performance will be reviewed. Also provided are various reservoir design recommendations that should be followed when using water-containing hydraulic fluids such as water-glycol (HFC) hydraulic fluids.

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 application of Artificial Intelligence (AI) in the automotive industry can dramatically reshape the industry. In past decades, many Original Equipment Manufacturers (OEMs) applied neural network and pattern recognition technologies to powertrain calibration, emission prediction and virtual sensor development. The AI application is mostly focused on reducing product development and validation cost. AI technologies in these applications demonstrate certain cost-saving benefits, but are far from disruptive. A disruptive impact can be realized when AI applications finally bring cost-saving benefits directly to end users (e.g., automation of a vehicle or machine operation could dramatically improve the efficiency). However, there is still a gap between current technologies and those that can fully give a vehicle or machine intelligence, including reasoning, knowledge, planning and self-learning.

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 is concerned with a series of three important problems on reliability where complete solutions are still unavailable. These problems have all been researched and approximate solutions are outlined. The three areas of interest are 1. The government requirement of assurance of high reliability of complex items where the cost of sampling is extremely high. 2. Confidence intervals for a system in series where component data are available, and 3. Estimation of the parameters of the Weibull distribution when sampling terminates after the rth failure is observed in a sample of size n.

Fluid power systems are widely used in agricultural and construction equipment for power conversion and transmission. Solving dynamic stability problems associated with complex and inherently nonlinear fluid power systems on this equipment is very challenging. In the past ten years, a new technology named SNAS (Symbolic/Numeric Analysis/Synthesis) has been developed and implemented by the author (Jiao Zhang). SNAS has been successfully applied to fluid power engineering area for optimizing system dynamic performance. In this paper the fundamentals of SNAS will be discussed and the successful application of SNAS to solve a hydrostatic drive instability problem will be presented.

The paper presents a method for shorter evaluation of the fatigue damage done by an irregular sequence of loads. The method looks first for the largest overall range from highest peak to lowest valley, then for the next largest overall range that interrupts the first range, and so on, down until a suitable fraction (for example, 10%) of all reversals have been used. These few reversals form a short history, which will do substantially the same damage as the total history. The process is applied to three long histories selected by the SAE Fatigue Design and Evaluation Committee. The sensitivity of calculated damage to the omission of smaller ranges is computed for plain and for notched specimens. The error is compared with differences produced by different current rules for evaluating damage, by different cycle counting methods, and by smooth specimen simulation of notched parts.

In many situations, the root cause of a particular failure may be determined based on the observation of a single part, or perhaps a photograph, taken from the failed system. However, when failure analysis is conducted on the complete component, a different result often emerges. Such is the case described here for a piston pump that was operating on an anhydrous poly(alkylene glycol) - PAG at high pressure. Initial observation suggested the fluid was the root cause of the failure. However, when failure analysis was properly applied, it was learned that the root cause of the failure was due to mechanical failure caused by the motor-to-pump coupling. This analysis procedure is presented as a case history in this report.

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.)

This paper presents predictions of fatigue crack initiation life for three distinctly different, irregular load histories, each applied to keyhole-notched compact tension specimens at several maximum load levels and using two different structural steels. Work leading to this paper was done in conjunction with the cooperative research program of the SAE Fatigue Design and Evaluation Committee. Three computerized prediction methods (Landgraf, Wetzel, and a Nominal Stress Range approach) are used. All predictions are based on load histories condensed to 10% of their original number of reversals by the “Racetrack Method.” This method, which is described in detail, selects the most damaging overall ranges in an irregular load history while preserving the sequence of the original loading. Predictions are compared with test data for the two dozen combinations of loading type and level and steel used. Comments are made on the relative merits of the different prediction methods.

Currently, the industry standard pump test which is used to evaluate the lubricating performance of hydraulic fluids is ASTM D-2882 [1,2]. This test, and others, utilizes the Vickers V-104 vane pump [3]. Although ASTM D-2882 has been an industry standard for many years, it does not provide the necessary correlation required for prediction of the lubricating properties of a hydraulic fluid in various piston pump operations. The objective of this paper is to detail the recently proposed Rexroth Piston Pump Test which is being proposed as an ASTM standard. A description of the proposed hardware, pump testing strategies and methods of standardized wear determination will be provided.

With stringent emission regulations, aftertreatment systems with a Diesel Particulate Filter (DPF) and a Selective Catalytic Reduction (SCR) are required for diesel engines to meet PM and NOx emissions. The adoption of aftertreatment increases the back pressure on a typical diesel engine and makes engine calibration a complicated process, requiring thousands of steady state testing points to optimize engine performance. When configuring an engine to meet Tier IV final emission regulations in the USA or corresponding Stage IV emission regulations in Europe, this high back pressure dramatically impacts transient performance. The peak NOx, smoke and exhaust temperature during a diesel engine transient cycle, such as the Non-Road Transient Cycle (NRTC) defined by the US Environmental Protection Agency (EPA), will in turn affect the performance of the aftertreatment system and the tailpipe emissions level.