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Many lubrication environments in various equipment applications are inherently contaminated with debris and require mechanical components that are, as much as possible, resistant to the potential detrimental effects of debris particles. Many design engineers and lubricant specialists often overlook potential relationships between the various component failure modes, lubricant debris contamination levels, and engineering solutions that are created to overcome them. In addition, design engineers are in need of an analysis tool that can combine the various amounts of cumulative bearing damage occurring over time. As an example, bearing functional surfaces in many cases are progressively damaged over the life of the equipment. A new surface analysis tool is available which allows surface damage analysis to be completed at various stages of equipment life. This new surface analysis tool is appropriately called Debris Signature Analysis(sm).

A continuously variable lift, duration and phase mechanical lift mechanism is described, as applied to the intake valvetrain of a SOHC, 4-valve per cylinder, four-cylinder production engine. Improvements in fuel economy were sought by reduction of pumping losses and improved charge preparation, and optimization of WOT torque was attempted by variation of intake valve closing angle. Adjustment of the mechanism is achieved by movement of the pivot shaft for the rocker arms. The relationship between lift, duration and phase is predetermined at the design stage, and is fixed during operation. There is considerable design flexibility to achieve the envelope of lift curves deemed desirable. The operation of the mechanism is described, as are the development procedure, testing with fixed cams, some cycle simulation, friction testing on a separate rig and dyno testing results for idle, part load and WOT.

This paper examines the conformability of elastic piston rings to a distorted cylinder bore. Several bounds are available in the literature to help estimate the maximum allowable Fourier coefficient in a Fourier expansion of bore distortion: the analytically derived bounds in [7] and [8], and the semi-empirically derived bounds discussed in [9]. The underlying assumptions for each set of analytic bounds are examined and a multiple order algorithm is derived. The proposed algorithm takes account of multiple orders of distortion at once. It is tested with finite element (FE) data and compared to the classical bound approach. The results indicate that the bounds in [7] are compatible with linear elasticity theory (LET), whereas the bounds in [8] are not. Furthermore, numerical evidence indicates that the present multiple order algorithm can predict seal breaches more accurately than either of the other analytic bounds.

A simple strategy for building lightweight automobile body-in-whites (BIWs) is developed and discussed herein. Because cost is a critical factor, expensive advanced materials, such as carbon fiber composites and magnesium, must only be used where they will be most effective. Constitutive laws for mass savings under various loading conditions indicate that these materials afford greater opportunity for mass saving when used in bending, buckling or torsion than in tensile, shear or compression. Consequently, it is recommended that these advanced materials be used in BIW components subject to bending and torsion such as rails, sills, “A-B-C” pillars, etc. Furthermore, BIW components primarily subject to tension, compression, or shear, such as floor pans, roofs, shock towers, etc., should be made from lower cost steel. Recommendations for future research that are consistent with this strategy are included.

Economical steels with improved fatigue life performance continue to be sought for more demanding applications such as in the automotive and aerospace industries. Researchers at The Timken Company, pursuing improved fatigue performance in tapered roller bearings, have found that life is limited by large inclusion stringers that still exist in today's highly publicized steels. Stringers, by definition, are clusters of individual oxide particles observable in wrought steel. An ultrasonic method has been used to quantify the frequency of these stringers in steel in bearing components. The total length of these stringers has been correlated with bearing fatigue life. The use of this ultrasonic tool has expedited the development of the newly introduced Parapretnium™ steel. This air-melted steel has a stringer content less than nearly all of the other worldwide bearing steels evaluated and, in fact, its stringer content is approaching those low levels found only in vacuum-remelted steels.

This report explores the relationship of different failure criteria - specifically, surface cracks, stiffness changes, and two-piece failures - on rolled, ductile, cast-iron crankshafts. Crankshaft samples were closely monitored throughout resonant bending fatigue testing and were taken to near complete fracture. By monitoring resonance shifts of the samples during testing, stiffness changes and cracks were monitored. These data showed that an accelerating frequency shift was sufficient to indicate imminent two-piece failure and that this condition can be used as a failure criterion. Fatigue studies on two different crankshafts using this failure criterion were compared to those using a surface crack failure criterion. This comparison showed that using the surface crack failure criterion erroneously decreased the apparent fatigue life of the crankshaft significantly.

Many lubrication environments in various equipment applications are inherently contaminated with debris and require mechanical components that are, as much as possible, resistant to the potential detrimental effects of debris particles. Many design engineers and lubricant specialists often overlook potential relationships between the various component failure modes, lubricant debris contamination level and the engineering solutions that are created to overcome them. Various methods for evaluating the effectiveness of debris resistant bearings have been proposed for development. Some of these methods have become standard methods within each bearing manufacturer's organization. Using an experimental method, performance evaluation results of tapered roller bearings in the areas of material fatigue will be discussed. The potential performance advantages will be placed in context of understanding the performance needs in the application.

The durability of fuel tank straps is essential for vehicle safety. Extensive physical tests are conducted to verify designs for durability. Due to the complexity of the loads and the fuel-to-tank interaction, computer-aided-engineering (CAE) simulation has had limited application in this area. This paper presents a CAE method for fuel tank strap durability prediction. It discusses the analytical loads, modeling of fuel-to-tank interaction, dynamic analysis methods, and fatigue analysis methods. Analysis results are compared to physical test results. This method can be used in either a fuel-tank-system model or a full vehicle model. It can give directional design guidance for fuel tank strap durability in the early stages of product development to reduce vehicle development costs.

The 45RFE is a new generation electronically controlled rear wheel drive automatic transmission. It employs real-time feedback, closed-loop modulation of shift functions to achieve outstanding shift quality and to meet demanding durability goals. It uses no shift valves; all friction element applications are effected with high-flow electro-hydraulic solenoid valves. A unique gear train arrangement of three planetary carriers allows all sun gears and annulus gears to have the same number of teeth respectively and use a common pinion gear in all carriers, resulting in significant manufacturing simplification. The three-planetary system is designed for four forward ratios of 3.00, 1.67, 1.00 and 0.75 and one reverse gear ratio equal to the low gear ratio. A fifth ratio of 1.50 is used only in certain kick-down shift sequences for highway passing. A sixth forward ratio, an additional overdrive ratio of 0.67, is available in the hardware.

The 45RFE is a new generation electronically controlled rear wheel drive transmission. It employs real-time feedback, closed-loop modulation of shift functions to achieve excellence in shift quality and to meet severe durability goals. The 45RFE uses no shift valves; all friction element applications are effected with high-flow electro-hydraulic solenoid valves. A unique gear train arrangement of three planetary carriers allows all sun and annulus gears to have identical numbers of teeth and to use common pinion gears in all carriers. This results in substantial manufacturing simplification. The three-planetary system is designed for four forward ratios of 3.00, 1.67, 1.00 and 0.75 and one reverse gear ratio equal to the low gear ratio. A fifth ratio of 1.50 is used mainly in certain kick-down shift sequences for highway passing. A sixth forward ratio, an additional overdrive ratio of 0.67, is available in the hardware.

Loads generated during assembly may cause significant stress levels in components. Under test conditions, these stresses alter the mean stress which in turn, alters the fatigue life and critical stress area of the components as well. This paper describes the Finite Element Analysis (FEA) procedure to evaluate behavior of a cast aluminum wheel subjected to the rotary fatigue test condition as specified in the SAE test procedure (SAE J328 JUN94). Fatigue life of the wheel is determined using the S-N approach for a constant reversed loading condition. In addition, fatigue life predictions with and without clamp loads are compared. It is concluded that the inclusion of clamp load is necessary for better prediction of the critical stress areas and fatigue life of the wheel.

Rapid wear out of a disk brake due to phenomena commonly known as hot spots is one of various problems faced by brake manufacturers. Hot spots are localized high temperature areas generated on the frictional surface of a disk brake during braking. The non-uniform surface expansion caused by hot spots on the disk surface may cause pedal pulsation or known as thermal judder. This effect in the long run will shorten a brake's life. Numerical simulation of a disk brake requires the use of nonlinear contact mechanics approach. The simulation is computationally very expensive and difficult to perform. A computer simulation technique has been developed at the DaimlerChrysler Brake Core Group to investigate the hot spot phenomena since 1997. The technique was implemented on 3-D finite element models to simulate frictional contacts between the disk and its pads. Computer code ABAQUS is used for these analyses and computations are performed in Silicon Graphics, Origin 2000 machines.

Various methods for evaluating the effectiveness of debris resistant bearings have been proposed for development. Once evaluation methods are well established to select bearings, the user is faced with assessing severity and detrimental effects of a specific application's lubricant contamination on bearing performance. Many analysis tools have been suggested for determining this impact, including particle analysis for size distribution, type of material and contamination level. A novel approach for determining severity of damage has been investigated which attempts to integrate these typical tools with actual damage to functional surfaces. It seeks to provide a practical approach and is appropriately labeled Debris Signature Analysis. Results of actual assessments will be discussed and the assessment method described.

In this report, the DCX Stress Lab and the Tool Development & Test Support groups investigated automating a resonant bending crankshaft fatigue test. Fatigue testing, in general, is a laborious process since many samples are needed for analysis. This makes development cost and speed dependant on the component test efficiency. In the case of crankshaft resonant bending testing, both cost and speed are influenced by the manual feedback operation needed to run the current procedure. In order to increase the efficiency of this process, this project sought to automate the following tasks: maintaining the load on the part, reacting to resonance changes in the part, mapping resonance changes, logging the number of cycles, and discerning resonance frequency shift failure modes objectively.

This project investigated the effect of carburizing carbon-potential and thermal history on the bending fatigue performance of carburized SAE 4320 gear steel. Modified-Brugger cantilever bending fatigue specimens were carburized at carbon potentials of 0.60, 0.85, 1.05, and 1.25 wt. pct. carbon, and were either quenched and tempered or quenched, tempered, reheated, quenched, and tempered. The reheat treatment was designed to lower the solute carbon content in the case through the formation of transition carbides and refine the prior austenite grain size. Specimens were fatigue tested in a tension/tension cycle with a minimum to maximum stress ratio of 0.1. The bending fatigue results were correlated with case and core microstructures, hardness profiles, residual stress profiles, retained austenite profiles, and component distortion.

Tapered roller bearing performance has been enhanced through significant advances in bearing design, material quality, and manufacturing technology. These advances were made possible by the development of analysis methods and testing that pinpoint specific areas for improvement. As a result, maximum bearing performance can be achieved in smaller bearing designs or increased reliability can be realised within existing bearing sizes. Automotive and industrial designers have the opportunity to improve bearing application performance while accomplishing other objectives of lower weight and lower cost.

Component bench fatigue testing is a cost-effective way to evaluate the durability of exhaust catalytic converters. A successful bench fatigue test depends on the development of a test specification. The test specification should represent the actual customer duty cycle that the component is exposed to. Based on the concept of equivalent fatigue damage, a systematic approach is presented to obtain the test specification from the acquired road load data. A method based on damage analysis is proposed to determine the effective notch factor, and an empirical relationship is presented to account for the thermal effect on the test specification. The principles and procedures of multiple block testing and constant amplitude testing are also presented.

In this paper, the methodology of finite element analyses of fastened joints in automotive engineering applications is described in detail. The analyses cover a) the possibility of slippage of the spacer with the design/actual clamp load, and under critical operating loads; b) the strength of the fastener and other structural components comprising the joint under the maximum clamp load. The types of fastened joints, the mechanical characteristics of the joints, the relationship of clamp load to torque, the design and maximum clamp loads, the finite element model meshing and assembly, the non-linearity due to contact, the determination of gaps and stack-up, and the nonlinear material simulation and loading procedures are described. An analysis example of a fastened joint on chassis is also illustrated.

The base design of commercial vehicle wheel end systems has changed very little over the past 50 years. Current bearings for R-drive and trailer wheel end systems were designed between the 1920's and the 1960's and designs have essentially remained the same. Over the same period of time, considerable gains have been made in bearing design, manufacturing capabilities and materials science. These gains allow for the opportunity to significantly increase bearing load capacity and improve efficiency. Government emissions regulations and the need for fuel efficiency improvements in truck fleets are driving the opportunity for redesigned wheel end systems. The EPA and NHTSA standard requires up to 23% reduction in emissions and fuel consumption by 2017 relative to the 2010 baseline for heavy-duty tractor combinations.

The penetration of hybrid or purely electric drivetrain solutions in automotive applications increases continuously, benefiting also from the rapid advancements in the complementary technologies related to the on-board electric energy generation and storage. The automotive community has made a strong commitment to the development of fuel cells into viable products during the next decade, and there are already several hybrid vehicle designs successfully commercialized. The current electric drive configurations are susceptible to significant improvements with respect to weight and envelope dimensions versus torque and power capacity. This paper introduces a compact wheel end power unit concept that integrates advanced motor, package bearing, and gear technologies, and summarizes the development work related to its integration with the specific components of an automotive driveline.