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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.

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.

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 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.

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.

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.

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.

This study summarizes the development, characterization, and application of nanocomposite tribological coatings on rolling element bearings. Nanocomposite coatings consisting of nanocrystalline metal carbides embedded in amorphous hydrocarbon or carbon matrices (MC/aC:H or MC/aC) have been used to increase the fatigue life under boundary layer lubrication, provide debris tolerance, eliminate false brinelling, increase the operational speed, decrease the friction, and provide oil-out protection to rolling element bearings. MC/aC:H coatings are applied by magnetron sputtering at substrate temperature less than 180 °C, have small friction coefficients, high fracture strength, and can have hardness and modulus values twice and half that of carburized steel, respectively.

Laminated steel sheets sandwiched with a polymer core are increasingly used for automotive applications due to their vibration and sound damping properties. However, it has become a major challenge in finite element modeling of laminated steel structures and forming processes due to the extremely large differences in mechanical properties and in the gauges of the polymer core and the steel skins. In this study, circular cup deep drawing and V-bending experiments using laminated steels were conducted in order to develop a modeling technique for laminate forming processes. The effectiveness of several finite element modeling techniques was investigated using the commercial FEM code LS-Dyna. Furthermore, two production parts were selected to verify the modeling techniques in real world applications.

This paper describes an advanced vehicle dynamics and traction control system, using magnetic-powder clutch technology combined with planetary gear sets.

Lubricant formulations and lubricant additives have been demonstrated to have a major impact on the surface durability of rolling element bearings. However, there are very few standard tests used to assess the performance aspects of lubricants as they relate to bearing surface performance. Lubricant formulations have been slanted heavily toward protecting gear concentrated contacts from galling and wear. In addition, much of the performance differentiation of lubricants has been dependent on highly accelerated, standardized laboratory tests related to gears. Methods have been developed for properly evaluating a lubricant's performance characteristics as they relate to bearings. These methods are explained and the corresponding test results are reviewed, to show their effectiveness as lubricant performance evaluation tools.

In the early stages of a vehicle program, it is a common practice to set target ranges for the global body, suspension and powertrain modes. This modal management process allows engineers to avoid potential noise and vibration problems stemming from strong overlap of major global modes. Before the first prototype hardware is built, finite element models of the body, suspension and powertrain are usually exercised to compare predicted versus targeted ranges of the major system modes in the form of a modal management chart. However, uncertainty associated with the design parameters, manufacturing process and other sources can lead to a major departure from the design intent when the first hardware prototype is built. In this study, a first order reliability method is used to predict variance of the eigen values due to parameter uncertainties. This allows the CAE engineers to add a “three sigma” bound on the eigen values reported in the modal management chart.

Automotive electronics and software is getting complex day by day. More and more features and functions are offered and supported by software in place of hardware. Communication is carried out on the CAN bus instead of hard wired circuits. This architectural transition facilitates lots of flexibility, agility and economy in development. However, it introduces risk of unexpected failures due to insufficient testing and million of possible combinations, which can be created by users during the life time of a product. Model based development supports an effective way of handling these complexities during simulation and also provide oracle for its validation. Based on priorities and type of applications, test vectors can be auto generated and can be used for formal verification of the models. These auto-generated test vectors are valuable assets in testing and can be effectively reused for target hardware (ECU) verification.

A method of manufacturing has been developed to produce externally profiled mechanical seamless tubing for cams, races and similarly shaped parts, rather than machining these profiles from tube blanks or forging them to net-shape from powder metal. The desired profile is produced on the outside diameter of the entire length of a tube by cold drawing. Discrete parts cut from these tubes will have the surface finish, mechanical properties, and dimensional accuracy typical of cold formed products. In addition, relative to the use of tube blanks, material yield is increased since OD machining is eliminated.