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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.

The growing usage of Unmanned Aerial Vehicles (UAVs) for aerial surveillance and reconnaissance in military applications calls for lightweight, reliable powerplants that burn heavy distillate fuels. While mass-produced engines exist that provide adequate power-to-weight ratio in the low power class needed for UAVs, they all use a spark-ignited combustion system that requires high octane fuels. Southwest Research Institute (SwRI) has embarked upon an internal research effort to design and demonstrate an engine that will meet the requirements of high power density, power output compatible with small unmanned aircraft, heavy-fuel combustion, reliable, durable construction, and producible design. This effort has culminated in the successful construction and operation of a demonstrator engine.

As on-highway, heavy-duty diesel engine designs have evolved to meet tighter emissions specifications and greater customer requirements, the crankcase environment for heavy-duty engine lubricants has changed. Engine lubricant quality is very important to help ensure engine durability, engine performance, and reduce maintenance downtime. Beginning in the late 1980's, a new Mack genuine oil specification and a new American Petroleum Institute (API) heavy-duty engine lubricant category have been introduced with each new U.S. heavy-duty, on-highway emissions specification. This paper documents the history and development of the Mack T-7, T-8, T-8A, T-8E, T-9, T-10, T-11, and T-12 engine lubricant tests.

More stringent emission legislation has been a driver for changes in the design of Heavy Duty Diesel engines since the 1980s. Optimization of the combustion processes has lead to significant reductions of exhaust emission levels over the years. However, in the year 2002, diesel engines in the USA will have to meet an even more stringent set of emission requirements. Expectations are that this will force most engine builders to incorporate Exhaust Gas Recirculation (EGR). Several studies of the impact of EGR on lubricant degradation have shown increased levels of contamination with soot particles and acidic components. Both of these could lead to changes in lubricant requirements. The industry is developing a new specification for diesel engine lubricants, PC-9, using test procedures incorporating engines with EGR.

This paper describes the design and functionality of an in-situ air entrainment measuring device for analysis of the air entrainment and air release properties of lubricating fluids. The apparatus allows for a variety of measurement techniques for the aeration and deaeration of the lubricating fluid at various temperatures, pressures, and agitation speeds. This test apparatus is patent pending because of its unique ability to allow for continuous, in-situ measurement of the fluid properties and the rates of change of these properties. Most other measurement techniques and apparatuses do not allow for uninterrupted measurement. This apparatus is also unique in that it is capable of detecting minor fluid density changes at a lower level and with more accuracy than all other current techniques or apparatuses.

The pumping system used in a step ratio automatic transmission can consume up to 20% of the total power required to operate a typical automotive transmission through the EPA city cycle. As such, it represents an area manufacturers have focused their efforts towards in their quest to obtain improved transmission efficiency. This paper will discuss the history of automatic transmission pumps that develop up to 300 psi along with a description of the factors used to size pumps and establish pump flow requirements. The various types of pumps used in current automatic transmissions will be described with a discussion of their characteristics including a comparison based upon observations of their performance. Specific attention will be focused on comparing the volumetric efficiency, mechanical efficiency, overall efficiency, pumping torque and discharge flow.

A Single Cylinder Medium Speed diesel engine research facility has been developed for investigating areas of current technical concern to the rail, marine and stationary power industries. The design and operation of this Single Cylinder Research Engine (SCRE) is described. The facility is centered around a Bombardier model 251-plus 11.0 L engine which is representative of four stroke multi-cylinder railroad, marine and small stationary powerplant engines. All engine support systems (air, cooling water, fuel oil and lubricating oil pumps) operate independent of the engine enabling a wide range of adjustments in flow, pressure and temperature. Current program areas for which this system is used include alternative fuels evaluation, combustion analyses, fuel injection system development, component wear and durability studies, engine friction analyses, lubricant testing and emissions evaluations.

A unique single cylinder engine was used to assess engine performance and combustion characteristics at three different strokes, with all other variables held constant. The engine utilized a production four-valve, pentroof cylinder head with an 86mm bore. The stock piston was used, and a variable deck height design allowed three crankshafts with strokes of 86, 98, and 115mm to be tested. The compression ratio was also held constant. The engine was run with a controlled boost-to-backpressure ratio to simulate turbocharged operation, and the valve events were optimized for each operating condition using intake and exhaust cam phasers. EGR rates were swept from zero to twenty percent under low and high speed conditions, at MBT and maximum retard ignition timings. The increased stroke engines demonstrated efficiency gains under all operating conditions, as well as measurably reduced 10-to-90 percent burn durations.

Chassis dynamometer tests are often used to determine vehicle fuel economy (FE). Since the entire vehicle is used, these methods are generally accepted to be more representative of ‘real-world’ conditions than engine dynamometer tests or small-scale bench tests. Unfortunately, evaluating vehicle fuel economy via this means introduces significant variability that can readily be mitigated with engine dynamometer and bench tests. Recently, improvements to controls and procedures have led to drastically improved test precision in chassis dynamometer testing. Described herein are chassis dynamometer results from five fully formulated engine oils (utilizing improved testing protocols on the Federal Test Procedure (FTP-75) and Highway Fuel Economy Test (HwFET) cycles) which not only show statistically significant FE changes across viscosity grades but also meaningful FE differentiation within a viscosity grade where additive systems have been modified.

A turbocharged 2.0 L PFI engine was modified to operate in a low-pressure loop and Dedicated EGR (D-EGR®) engine configuration. Both engine architectures were operated with a low and high octane gasoline as well as three ethanol blends. The core of this study focused on examining combustion differences at part and high loads between the selected fuels and also the different engine configurations. Specifically, the impact of the fuels on combustion stability, burn rates, knock mitigation, required ignition energy, and efficiency were evaluated. The results showed that the knock resistance generally followed the octane rating of the fuel. At part loads, the burn rates, combustion stability, and EGR tolerance was marginally improved with the high ethanol blends. When combustion was not knock or stability limited, the efficiency differences between the fuels were negligible. The D-EGR engine was much less sensitive to fuel changes in terms of burn rates than the LPL EGR setup.

Through aggressive application of the Miller Cycle, using two-stage turbocharging, medium speed diesel marine and stationary power engines are demonstrating over 30 bar rated power BMEP, and over 50 percent brake thermal efficiency. The objective of this work was to use engine cycle simulation to assess the degree to which the aggressive application of the Miller Cycle could be scaled to displacements and speeds more typical of medium and heavy truck engines. A 9.2 liter six-cylinder diesel engine was modeled. Without increasing the peak cylinder pressure, improved efficiency and increased BMEP was demonstrated. The level of improvement was highly dependent on turbocharger efficiency - perhaps the most difficult parameter to scale from the larger engines. At 1600 rpm, and a combined turbocharger efficiency of 61 percent, the baseline BMEP of 24 bar was increased to over 26 bar, with a two percent fuel consumption improvement.

This paper will overview current production manual, automatic, and continuously variable transmission (CVT) efficiencies and efficiency variations across the industry. For automatic transmissions, efficiencies associated with the pump and the gearbox components will be highlighted along with areas for improvements. Efficiencies associated with various types of pumps such as internal-external, gerotor, hypocycloidal, and variable displacement will be compared. For CVT's a comparison of efficiencies for belt type and toroidal types will be provided, along with an examination of external-external and variable displacement type ball pumps.

Usage of CVTs in automotive applications has begun to increase, however because of their relative newness and previous usage in nonautomotive applications, a broad base of technical information on the various types of CVT's does not exist. Most importantly though, no comparison information exists on the different types of configurations. Currently, there are a number of CVT technologies that have been used in automotive, off-road and industrial applications. This paper will highlight the characteristics, design limitations and efficiencies of the following basic CVT types:

A multi-mode hybrid hydromechanical transmission (HMT) with infinite variability is designed to meet the power transmission needs of medium duty on- and off-road vehicles. A hydraulic pump-motor assembly provides output speed and torque variability in an input coupled split power configuration. Dual planetary arrangements with two multiplate clutches allow multi-mode ratio change and combination of power from the mechanical and variable branches of the power path. Hydraulic accumulators offer hydraulic power assist during launch conditions and storage of reclaimed energy during braking events. Transmission kinematic, force and power flow analyses will be developed for the HMT and analyzed for suitability in a bus application. The resulting benefits and areas for improvement will be discussed.

Heavy duty trucks account for about 50 percent of the NOx burden in urban areas and consume about 20 percent of the national transportation fuel in the United States. There is a continuing need to reduce emissions and fuel consumption. Much of the focus of current work is on engine development as a stand-alone subsystem. While this has yielded impressive gains so far, further improvement in emissions or engine efficiency is unlikely in a cost effective manner. Consequently, an integrated approach looking at the whole powertrain is required. A computer model of the heavy duty truck system was built and evaluated. The model includes both conventional and hybrid powertrains. It uses a series of interacting sub-models for the vehicle, transmission, engine, exhaust aftertreatment and braking energy recovery/storage devices. A specified driving cycle is used to calculate the power requirements at the wheels and energy flow and inefficiencies throughout the drivetrain.

A unique two-stroke engine design is investigated in which fresh mixture is introduced into the cylinder through a valve in the piston crown, and exhausted through peripheral cylinder ports. The engine behaves as a free-piston engine through a portion of the cycle when the piston lifts off the valve seat. The fresh air jet rising along the cylinder centerline effectively displaces the burned gases with little mixing of the two streams. The concept was analyzed by a combination of dynamic cycle simulation and prediction of the in-cylinder flow characteristics by multidimensional modeling. The cycle simulation program considered the dynamics of the piston during its free motion as well as under the kinematic constraints of the crank system. A zero-dimensional thermodynamic model of the cylinder was used to predict cycle pressure and temperature, indicated power, fuel consumption, and flow in and out of the cylinder.

The VanDyne SuperTurbocharger (SuperTurbo) is a turbocharger with an integral Continuously Variable Transmission (CVT). By changing the gear ratio of the CVT, the SuperTurbo is able to either pull power from the crankshaft to provide a supercharging function, or to function as a turbo-compounder, where energy is taken from the turbine and given to the crankshaft. The SuperTurbo's supercharger function enhances the transient response of a downsized and turbocharged engine, and the turbo-compounding function offers the opportunity to extract the available exhaust energy from the turbine rather than opening a waste gate. Using 1-D simulation, it was shown that a 2.0-liter L4 could exceed the torque curve of a 3.2L V6 using a SuperTurbo, and meet the torque curve of a 4.2-liter V8 with a SuperTurbo and a fresh-air bypass configuration. In each case, the part-load efficiency while using the SuperTurbo was better than the baseline engine.

In recent years, the slip lock-up mechanism has been adopted widely, because of its fuel efficiency and its ability to improve NVH. This necessitates that the automatic transmission fluid (ATF) used in automatic transmissions with slip lock-up clutches requires anti-shudder performance characteristics. The test methods used to evaluate the anti-shudder performance of an ATF can be classified roughly into two types. One is specified to measure whether a μ-V slope of the ATF is positive or negative, the other is the evaluation of the shudder occurrence in the practical vehicle. The former are μ-V property tests from MERCON® V, ATF+4®, and JASO M349-98, the latter is the vehicle test from DEXRON®-III. Additionally, in the evaluation of the μ-V property, there are two tests using the modified SAE No.2 friction machine and the modified low velocity friction apparatus (LVFA).

The U.S. Army has long identified the need for rapid, reliable methods for analysis of fuels and lubricants on or near the battlefield. The analysis of fuels and lubricants under battlefield or near-battlefield conditions requires that the equipment be small, portable, rugged, quick, and easy to use. Over the past 15 to 20 years, several test kits and portable laboratories have been developed in response to this need. One instrumental technique that has been identified as a likely candidate to meet this need is near-infrared spectroscopy (NIR). To evaluate NIR as a candidate, a set of 280 fuel samples was used. This sample set contained samples of diesel fuel grades 1 and 2, Jet A-l, JP-5, and JP-8. Inspection data were collected on all the fuels as sample size permitted. Each sample was then scanned using a near-infrared spectrometer. Data analysis, model building, and calibration were conducted using a software package supplied with the instrument.

An automated data handling system to assist in the operation of a diesel engine lubricant test laboratory, involving two mini-computers, is described in terms of why it was needed, the design goals sought, and the operating experience which resulted from its use. The concept of two digital systems, one for on-line data logging and another as a ready back-up, as well as a data processor, is discussed. Direct and peripheral benefits which have resulted from the application of the system, such as semi-automated report processing, operational aids, and various engineering applications, are reported.