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A technique for evaluating high temperature oxidation and corrosion tendencies of automotive crankcase lubricants is described. The technique utilizes a versatile bench apparatus which, with a minimum of modification, can be used for either evaluating thermal oxidation stability of gear lubricants or oxidation-corrosion tendencies of automotive crankcase lubricants. The apparatus is relatively compact and requires a minimal lubricant sample. Design of the apparatus permits close control of all operating parameters and provides satisfactory test data repeatability. Retainable copper-lead test bearings are used as the indicator in predicting a pass or fail of fully formulated crankcase lubricants as in the case of the CRC L-38-559 (Federal Test Method 3405) technique. Engine and bench test data are compared to illustrate the capabilities of this new bench technique.

Geartrain noise can be a significant contribution to the overall sound level of diesel engines. Some engine manufacturers employ isolation solutions such as sound deadening covers and foam panels to combat the problem, but these add cost. Little has been published on geartrain noise reduction, and public standards for diesel geartrain design and development are not available. This paper describes an experimental study of the relative influence of gear design parameters on the rattle noise of a diesel engine timing geartrain. The geartrains of several diesel engines were benchmarked to determine the noise reduction strategies employed. A total of three gear sets were designed and tested in a 3.3L four cylinder normally aspirated diesel engine. The experimentation quantified the influence of an anti backlash idler gear in reducing gear rattle noise, and revealed that a key path for gear rattle noise transmission is through an idler gear journal bearing shaft.

A unique system has been devised to measure and telemeter critical temperatures of reciprocating engine components. A prototype has been used to measure the piston pin bearing temperature in a full-scale EMD 2-567D diesel engine.

The principles of the magnetic-perturbation method of flaw detection and the Barkhausen noise residual stress measurement method are briefly reviewed. It is suggested that they provide very powerful tools for assuring improved ball bearing performance. The methods are applied for the evaluation of ball bearing races. Typical experimental results are presented along with metallurgical sectioning correlation.

Life prediction and reliability analysis of a cam roller system were investigated. From the tribological analysis, the cam roller system was found to operate under low film parameter conditions and components were subjected to the risk of contact fatigue. Surface analysis performed on the failed rollers indicated that the surface distress was the primary cause for failure. Then, numerical analyses were performed to evaluate the cam roller life and its related reliability. The adopted approach combined a contact fatigue crack growth calculations with a probabilistic model for controlling the design uncertainty. The computation-efficient Fast Probabilistic Integration (FPI™) code was used to solve the problem. With appropriate descriptions for uncertainty distributions, the surface fatigue life of the specified cam roller system can be predicted along with a confident reliability level.

To aid in the catalytic converter design and development process, a test apparatus was designed and built which will allow comparative evaluation of the durability of candidate mat materials under highly controlled thermal and vibration environments. The apparatus directly controls relative shear deflection between the substrate and can to impose known levels of mat material strain while recording the transmitted shear force across the mat material. Substrate and can temperatures are controlled at constant levels using a resistive thermal exposure (RTE) technique. Mat material fatigue after several million cycles is evident by a substantial decrease in the transmitted force. A fragility test was found to be an excellent method to quickly compare candidate materials to be used for a specific application. Examples of test results from several materials are given to show the utility of the mat material evaluation technique.

Alternative fuels are being evaluated in automotive applications in both commercial and government fleets in an effort to reduce emissions and United States dependence on diesel fuel. Vehicles and equipment have been operated using 100 percent biodiesel and various blends of biodiesel and diesel fuel in a variety of applications, including farming equipment and transit buses. This government study investigates the compatibility of four base fuels and six blends with elastomer and metallic components commonly found in fuel systems. The physical properties of the elastomers were measured according to American Society of Testing and Materials (ASTM) D 471, “Standard Test Method for Rubber Property-Effect of Liquids,” and ASTM D 412, “Standard Test Methods for Rubber Properties in Tension.” These evaluations were performed at 51.7°C for 0, 22, 70, and 694 hours. Tensile strength, hardness, swell, and elongation were determined for all specimens.

System contamination caused by contaminates or small particles built-in, self-generated, or inhaled from environment presents severe problems. The problems include but are not limited to the malfunctioning of valves, pumps, seals and injectors or lock-up of these components; increased wear of bearings, piston rings, and other friction components; and degradated machine performance. In general, system contamination changes a deterministic system into a stochastic system and shortens machinery service life. In this paper, these contamination problems are discussed in categories and associated analysis, testing and computer modeling methodologies are also discussed.

Aftertreatment durability demonstration is a required validation exercise for on-road medium and heavy-duty diesel engine certification. The demonstration is meant to validate emissions compliance for the engine and aftertreatment system at full useful life or FUL. Current certification practices allow engine manufacturers to complete partial aging and then extrapolate emissions performance results to FUL. While this process reduces the amount of service accumulation time, it does not consider changes in the aftertreatment deterioration rate. Rather, deterioration is assumed to occur at a linear rate, which may lead to false conclusions relating to emissions compliance. With CARB and EPA’s commitment to the reduction of criteria emissions, emphasis has also been placed on revising the existing certification practices. The updated practices would require engine manufacturers to certify with an aftertreatment system aged to FUL.

An Automatic Tire Inflation System (ATIS), specifically designed for use on commercial long haul trailers underwent complete testing and evaluation in 1993/1994.1 Testing and evaluation included a field test of a prototype system and a controlled laboratory evaluation of the Rotary Union which is the only component subject to wear. The testing of the prototype system indicated that design improvements were necessary before the system could be installed in fleet operations. The design improvements were completed and field installation of production ATIS began. The design improvements were intended to improve overall system durability, decrease installation time, to have less effect on the axle structure than the original design, implement the use of SAE or DOT Approved pressure components and increase overall dependability of the system. ATIS systems have now been developed and tested for most domestic trailer axle configurations.

An Automatic Tire Inflation System (ATIS) specifically designed for commercial use on trailer axles is currently being installed and utilized successfully by trucking companies, the military and owner/operators throughout the U.S. A need exists for an ATIS specifically designed for the drive axles of Class 8 over-the- road tractors. The addition of an ATIS for drive axles will expand automatic tire monitoring capability to all heavily loaded tires of the over-the-road truck/trailer rig. An ATIS for drive axles has been designed, fabricated and tested. Testing and evaluation of the prototype ATIS drive axle system indicates the system can be successfully installed on a typical tractor rig and operated for an extended period without problems. The testing included a 50,000 mile evaluation of the ATIS installed in a laboratory test fixture. The test fixture used stock axle parts and operated at 65 MPH. Environmental testing was conducted at temperatures ranging from -20 to +200 degrees F.

The Beta ratio and filtration ratio are two common rating systems used to designate the abrasive filtration efficiency of fuel filters. Previous research developed a series of wear curves to predict the effects of abrasive particles of varying sizes on fuel injector performance. Based on this data, a formula was generated to predict injector wear based on the number of 5-, 10-, and 15-μm particles in the effluent. This value is called the wear index. (1,2)1 Various fuel filters with the same manufacturer rating were evaluated on a test engine to determine the wear index for each of these fuel filters. The results demonstrate the differences between these “similar” fuel filters and how the wear index provides additional information as compared to Beta and filtration ratios.

Range-extended hybrids are an attractive option for medium- and heavy-duty commercial vehicle fleets because they offer the efficiency of an electrified powertrain with the driving range of a conventional diesel powertrain. The vehicle essentially operates as if it was purely electric for most trips, while ensuring that all commercial routes can be completed in any weather conditions or geographic terrain. Fuel use and point-source emissions can be significantly reduced, and in some cases eliminated, as many shorter routes can be fully electrified with this architecture. Under a U.S. Department of Energy (DOE)-funded project for Medium- and Heavy-Duty Vehicle Powertrain Electrification, Cummins has developed a plug-in hybrid electric Class 6 truck with a range-extending engine designed for pickup and delivery application.

The study described in this paper covers the development of the Sequence IVB low-temperature valvetrain wear test as a replacement test platform for the existing ASTM D6891 Sequence IVA for the new engine oil category, ILSAC GF-6. The Sequence IVB Test uses a Toyota engine with dual overhead camshafts, direct-acting mechanical lifter valvetrain system. The original intent for the new test was to be a direct replacement for the Sequence IVA. Due to inherent differences in valvetrain system design between the Sequence IVA and IVB engines, it was necessary to alter existing test conditions to ensure adequate wear was produced on the valvetrain components to allow discrimination among the different lubricant formulations. A variety of test conditions and wear parameters were evaluated in the test development. Radioactive tracer technique (RATT) was used to determine the wear response of the test platform to various test conditions.

In this work, a dynamically loaded hydrodynamic journal bearing test rig is developed and introduced. The rig is a novel design, using a hydraulic actuator with fast acting spool valves to apply load to a connecting rod. This force is transmitted through the connecting rod to the large end bearing which is mounted on a spinning shaft. The hydraulic actuator allows for fully variable control and can be used to apply either static load in compression or tension, or dynamic loading to simulate engine operation. A variable speed electric motor controls shaft speed and is synchronized to the hydraulic actuator to accurately simulate loading to represent all four engine strokes. A high precision torque meter enables direct measurements of friction torque, while shaft position is measured via a high precision encoder.

American Society for Testing and Materials (ASTM) Sequence III Engine Oil Certification Tests have been used for the past forty-five years to evaluate lubricant performance characteristics for valvetrain wear, viscosity increase, and piston deposit formation. Minimum performance standards for passenger car light duty gasoline engine oil categories are set by the International Lubricants Standardization and Approval Committee (ILSAC) (1) and the American Petroleum Institute (API) (2). This paper describes the development of the new ASTM Sequence IIIG Engine Oil Certification Test for use in evaluating the performance characteristics of engine oils meeting the next generation, low sulfur, low phosphorus, ILSAC GF-4 and API licensing requirements.

The ASTM Sequence VE test evaluates lubricant performance for controlling sludge deposits and minimizing overhead camshaft lobe wear. ILSAC asked JAMA to develop a new valve train wear replacement test since the Sequence VE test engine hardware will become obsolete in the year 2000. JAMA submitted the JASO specification M 328-951) KA24E valve train wear test. This first report presents the results of technical studies conducted when JASO M 328-95 was reviewed and the ASTM standardized version of the KA24E test (the Sequence IVA) was proposed. The cam wear mechanism was studied with the goal of improving reproducibility and repeatability. Engine torque was specified to stabilize the NOx concentration in blow-by, which improved test precision. Additionally, the specifications for induction air humidity and temperature, oil temperature control, and test fuel composition were modified when the ASTM version of the KA24E test was proposed.

The United States and Europe are mandating increasingly severe diesel fuel specifications, particularly with respect to sulfur content, and in some areas, aromatics content. This trend is directed towards reducing vehicle exhaust emissions and is generally beneficial to fuel quality, ignition ratings, and stability. However, laboratory studies, as well as recent field experience in Sweden and the United States, indicate a possible reduction in the ability of fuels to lubricate sliding components within the fuel injection system. These factors, combined with the trend toward increasing injection pressure in modern engine design, are likely to result in reduced durability and failure of the equipment to meet long-term emissions compliance. The U.S. Army Belvoir Fuels and Lubricants Research Facility (BFLRF) located at Southwest Research Institute (SwRI) developed an accelerated wear test that predicts the effects of fuel lubricity on injection system durability.

Excessive wear and malfunctions in fluid power handling systems are often caused by contaminants or small particles that may be built-in, self-generated, or ingested from the environment. Filtration subsystems in such systems are designed to prevent these problems from happening. However, machine performance degradation, shortened service life, and even catastrophic failures are occasionally encountered in the real world. Then, what is the missing linkage? This paper tries to address the issue using a multi-disciplinary approach that employs failure analyses, laboratory experimentation, predictive correlation, and concurrent engineering with an emphasis on contaminant characterization and filtration strategies. Practical contamination analysis methodologies are discussed via examples and case studies.

This paper is the second of two that describe the effects of low-lubricity fuels on diesel injection pump performance. The first paper describes the primary failure mechanisms and wear processes in a number of failed pumps removed from both military and civilian vehicles that had been operated on Jet A-1 and diesel fuels. However, the multitude of unregulated parameters in practical operation renders quantitative comparison between different fuels and pump combinations impractical. This paper describes the degradation in pump performance and the wear processes associated with fuels of varying lubricity in the well-defined environment of a pump test stand. The test methodology concentrates on those areas previously demonstrated to be most susceptible to wear. The results indicate that pump durability is reduced by highly refined low-viscosity fuels, but may be successfully counteracted by either improved metallurgy or lubricity additives.