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The need for efficient space utilization has provided a framework for the design of a 248mm family of torque converters that supports a wide choice of engine and transmission combinations. The axial length of the part and its weight have been substantially reduced while the performance range has been broadened without degradation of efficiency. The new converter operates in an expanded slipping clutch mode. It significantly contributes to the performance and fuel economy improvements of related vehicles. To meet the cost target, the comprehensive lineup and the resulting complexity have required a high level of component interchangeability. During the design phase, the manufacturing core competencies were scrutinized and process redundancies eliminated, both resulting in optimization of material selection and applicable technology.

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).

Four 1998 Mitsubishi Carismas, two equipped with direct injection and two with port fuel injection engines, were tested in 20,100 km intervals to determine the effect of mileage accumulation cycle, engine type, fuel and lubricant on vehicle deposits and emissions, acceleration and driveability performance. The program showed that engine fuel system deposits, including specifically those on intake valves, combustion chambers and injectors are formed in higher amounts in the GDI engine than the PFI engine. The fuel additive used reduced injector deposits and combustion chamber deposits in the GDI, but had no significant effect on intake valve deposits, which are affected by crankcase oil formulation. In GDI vehicles, deposited engines were found to have increased hydrocarbon and carbon monoxide emissions and poorer fuel economy and acceleration, but lower particulate emissions.

Four 1998 Mitsubishi Carismas, two equipped with direct injection (GDI) and two with port fuel injection engines (PFI) were tested in a designed experiment to determine the effect of mileage accumulation cycle, engine type, fuel and lubricant type on engine wear and engine oil performance parameters. Fuel types were represented by an unadditised base fuel meeting EEC year 2000 specifications and the same base fuel plus synthetic deposit control additive packages. Crankcase oils were represented by two types (1) a 5W-30 API SJ/ILSAC GF-2 type engine oil and (2) a 10W-40 API SH/CF ACEA A3/ B3-96 engine oil. The program showed that specific selection of oil additive chemistry may reduce formation of intake valve deposits in GDI cars.. In general, G-DI engines produced more soot and more pentane insolubles and were found to be more prone to what appears to be soot induced wear than PFI engines.

Ethanol-gasoline blends are widely understood to present certain technical challenges to engine operation. Despite widespread use of fuels ranging from E5 (5% ethanol in gasoline) in some European countries to E10 (10% ethanol) in the United States to E100 (100% ethanol; “alcool”) in Brazil, there are certain subjects which have only anecdotally been examined. This paper examines two such issues: the effect of ethanol on intake valve deposits (IVD) and the impact of fuel additive on filter plugging (a measure of solubility). The effect of ethanol on IVD is studied along two lines of investigation: the effect of E10 in a multi-fuel data set carried out in the BMW 318i used for EPA and CARB certification, and the effect of varying ethanol content from 0% to 85% in gasoline carried out in a modern flex-fuel vehicle.

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.

The constant velocity joint (CVJ) has seen increased usage driven by the growth of front wheel drive vehicles over the last 30 years. The CVJ provides a smooth, dynamic connection between the output of the axle or gearbox and the driving wheels of the vehicle. The seemingly simple device, however, requires specially designed greases to maximize protection of the internal components from distress and provide optimum performance and service life. One measure of potential distress in the CVJ can be related to temperature rise which is a reflection of the friction and wear properties of the grease employed. A test rig was designed and a method created to evaluate the temperature response of different greases used in a CVJ. The test rig was designed to allow a wide range of speeds, torques and shaft angles to be used. The rig uses a unique temperature pickup system to allow for dynamic measurement of the grease temperature in the boot.

In a gasoline engine, the unswept in-cylinder residual gas and introduction of external EGR is one of the important means of controlling engine raw NOx emissions and improving part load fuel economy via reduction of pumping losses. Since the trapped in-cylinder Residual Gas Fraction (RGF, comprised of both internal, and external) significantly affects the combustion process, on-line diagnosis and monitoring of in-cylinder RGF is very important to the understanding of the in-cylinder dilution condition. This is critical during the combustion system development testing and calibration processes. However, on-line measurement of in-cylinder RGF is difficult and requires an expensive exhaust gas analyzer, making it impractical for every application. Other existing methods, based on measured intake and exhaust pressures (steady state or dynamic traces) to calculate gas mass flowrate across the cylinder ports, provide a fast and economical solution to this problem.

Accurate accounting for fresh charge (fuel and air) along with trapped RGF is essential for the subsequent thermodynamic analysis of combustion in gasoline engines as well as for on-line and real-time quantification as relevant to engine calibration and control. Cost and complexity of such techniques renders direct measurement of RGF impractical for running engines. In this paper, an empirically-based approach is proposed for on-line RGF, based on an existing semi-empirical model [1]. The model developed expands the range over which the semi-empirical model is valid and further improves its accuracy. The model was rigorously validated against a well correlated GT-POWER model as well as results from 1D gas exchange model [2]. Overall, using this model, RGF estimation error was within ∼1.5% for a wide range of engine operating conditions. The model will be implemented in Dyno development and calibration at Chrysler Group.

A 100-hour engine dynamometer test for intake valve deposits (IVD) which uses a Ford 2.3L engine was developed by the Coordinating Research Council (CRC). Recently, this test has been approved by the American Society for Testing and Materials (ASTM) as Test Method D 6201-97. Since this test offers improvements in test variability, duration, and cost, it is expected to replace ASTM D 5500-94, a 16,000-km vehicle test run using a BMW 318i, as the key performance test for the Certification of Gasoline Deposit Control Additives by the EPA Final Rule. As a step in the replacement process, a correlation between valve deposit levels for the CRC 2.3L Ford IVD test and ASTM D 5500 BMW IVD test must be determined. This paper provides a statistical review of available data in an attempt to provide such a correlation.

Increasingly stringent vehicle emissions legislation is being introduced throughout the world, regulating the allowed levels of particulate matter emitted from vehicle tailpipes. The regulation may prove challenging for gasoline vehicles equipped with modern gasoline direct injection (GDI) technology, owing to their increased levels of particulate matter production. It is expected that gasoline particulate filters (GPFs) will soon be fitted to most vehicles sold in China and Europe, allowing for carbonaceous particulate matter to be effectively captured. However, GPFs will also capture and accumulate non-combustible inorganic ash within them, mainly derived from engine oil. Studies exist to demonstrate the impact of such ash on GPF and vehicle performance, but these commonly make use of accelerated ash loading methods, which themselves introduce significant variation.

The growing need for improved fuel economy is a global challenge due to continuously tightening environmental regulations targeting lower CO2 emission levels via reduced fuel consumption in vehicles. In order to reach these fuel efficiency targets, it necessitates improvements in vehicle transmission hardware components by applying advanced technologies in design, materials and surface treatments etc., as well as matching lubricant formulations with appropriate additive chemistry. Axle lubricants have a considerable impact on fuel economy. More importantly, they can be tailored to deliver maximum operational efficiency over specific or wide ranges of operating conditions. The proper lubricant technology with well-balanced chemistries can simultaneously realize both fuel economy and hardware protection, which are perceived to have a trade-off relationship.

In the last decade, numerous studies have been conducted to investigate the mechanism of Low Speed Pre-Ignition (LSPI) in Turbocharged Gasoline Direct Injection (TGDi) engines. According to technical reports, engine oil formulations can significantly influence the occurrence of LSPI particularly when higher levels of calcium-based additives are used, increasing the tendency for LSPI events to occur. While most of the studies conducted to date utilized engine tests, this paper evaluates the effect of engine oil formulations on LSPI under real-world driving conditions, so that not only the oil is naturally aged within an oil change interval, but also the vehicle is aged through total test distance of 160,000 km. Three engine oil formulations were prepared, and each tested in three vehicles leading to an identical fleet totaling nine vehicles, all of which were equipped with the same TGDi engine.

This paper reports on DaimlerChrysler's participation in the Ad Hoc Diesel Fuels Test Program. This program was initiated by the U.S. Department of Energy and included major U.S. auto makers, major U.S. oil companies, and the Department of Energy. The purpose of this program was to identify diesel fuels and fuel properties that could facilitate the successful use of compression ignition engines in passenger cars and light-duty trucks in the United States at Tier 2 and LEV II tailpipe emissions standards. This portion of the program focused on minimizing engine-out particulates and NOx by using selected fuels, (not a matrix of fuel properties,) in steady state dynamometer tests on a modern, direct injection, common rail diesel engine.

An electro-mechanical infinitely variable transmission (eVT), comprising a pair of planetary trains interconnected with two electric machines and clutches, has been proposed. The transmission leverages the advantages of an output power-split configuration for low-speed operation and a compound power-split configuration for high-speed operation. It is capable of being operated in a number of operating modes including an eVT only mode and a hybrid mode when equipped with on-board energy storage devices. The transmission provides a compact, highly efficient and potentially low cost driveline solution for both conventional vehicles and hybrid electric vehicles. A virtual transmission prototype was built in EASY51. A base vehicle model was also constructed in EASY5 environment with Ricardo Powertrain Library components.

An electro-mechanical variable speed transmission (eVT) is proposed for hybrid electric vehicles. The transmission is comprised of a pair of planetary gear trains interconnected with two electric machines and clutches. With on-board energy storage devices, the transmission combines, in a compact unit, independent speed-ratio control and power regulation between the engine and drive wheels. It offers a highly integrated, efficient and low cost solution to hybrid electric vehicles. Operating principles of the transmission were outlined. Virtual transmission and vehicle prototypes were built with EASY5. Simulations were conducted to evaluate its performance in context of a hybrid electric vehicle. Comparisons were made against non-hybrid vehicles equipped respectively with eVT and four-speed automatic transmission, and against the production hybrid vehicle Prius. Results showed superior performance of the proposed eVT in hybrid vehicle.

1Increasing adoption of downsized, boosted, spark-ignition engines has improved vehicle fuel economy, and continued improvement is desirable to reduce carbon emissions in the near-term. However, this strategy is limited by damaging preignition events which can cause hardware failure. Research to date has shed light on various contributing factors related to fuel and lubricant properties as well as calibration strategies, but the causal factors behind an individual preignition cycle remain elusive. If actionable precursors could be identified, mitigation through active control strategies would be possible. This paper uses artificial neural networks to search for identifiable precursors in the cylinder pressure data from a large real-world data set containing many preignition cycles. It is found that while follow-up preignition cycles in clusters can be readily predicted, the initial preignition cycle is not predictable based on features of the cylinder pressure.

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).

With the increasing use of modern, EGR-equipped, heavy-duty diesel engines and the use of lower sulfur and alternate fuels, such as biodiesel, lubricants are being exposed to a range of different compositions of acids. To complement the traditional detergent bases, todays lubricants have evolved to include a higher proportion of basic materials from amine-derived sources to aid in oxidation and soot control. This paper explores the impact of the different sources of acids, some of the issues they create and how they can be addressed, exemplified in a prototype CJ-4 lubricant formulation.

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.