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Studies have been conducted at Michigan Technological University (MTU) for over twenty years on methods for characterizing and controlling particulate emissions from heavy-duty diesel engines and the resulting effects on regulated and unregulated emissions. During that time, control technologies have developed in response to more stringent EPA standards for diesel emissions. This paper is a review of: 1) modern emission control technologies, 2) emissions sampling and chemical, physical and biological characterization methods and 3) summary results from recent studies conducted at MTU on heavy-duty diesel engines with a trap and an oxidation catalytic converter (OCC) operated on three different fuels. Control technology developments discussed are particulate traps, catalysts, advances in engine design, the application of exhaust gas recirculation (EGR), and modifications of fuel formulations.

A computational lumped parameter model (MTU-Filter-Lumped) was developed to describe the performance of diesel particulate filters (DPFs) during loading and regeneration processes. The model was formulated combining three major sub-models: a filtration model, a pressure drop model, and a mass and an energy balance equation for the total filter volume. The first two sub-models have been widely validated in the literature, while the third sub-model is introduced and combined with the first two sub-models in the present study. The three sub-models combined can give a full description of diesel particulate filter behavior during loading and regeneration processes, which was the objective of the present work. The total combined lumped parameter model was calibrated using experimental data from the literature covering a range of experimental conditions, including different catalytic regeneration means and engine operating conditions.

Several sources of variation in quantitative analytical ferrography are investigated. A standard ferrography analysis procedure is developed. Normalization of ferrographic data to account for the amount of oil used to make the ferrograms is discussed. Procedures to minimize the errors involved with calculating three quantitative ferrography parameters: the area covered by the large particles, AL (%/ml of oil), the area covered by the small particles, AS (%/ml of oil) and Area Under the Curve, AUC, (%-mm/ml of oil) are outlined. Ferrographic data are presented which show that the volume and dilution ratio of the oil sample being analyzed have a major effect on the accuracy of the analysis. Several variables which influence the area covered readings of the particle deposit on a ferrogram are discussed. The accuracy of quantitative analytical ferrography is assessed.

Protocols for sampling and analysis of particulate and gaseous-phase diesel emissions were developed to characterize the chemical and biological effects of using ceramic traps as particulate control devices. A stainless-steel sampler was designed, constructed, and tested with XAD-2 sorbent for the collection of volatile organic compounds (VOC). Raw exhaust levels of TPM and SOF and mutagenicity of the SOF and VOC were all reduced when the traps were used. Hydrocarbon mass balances indicated that some hydrocarbons were not collected by the sampling system and that the proportions of collected SOF and VOC were altered by the use of the traps. SOF hydrocarbons appeared to be derived mainly from engine lubricating oil; VOC hydrocarbons were apparently fuel-derived. There was no apparent effect on SOF mutagenicity due to either sampling time or reexposure of particulate to exhaust gases.

A microprocessor controlled lubricating oil cooling system of truck diesel engine was designed to minimize the sump oil temperature fluctuation during start-up and nonsteady engine operations. Model reference adaptive control method is utilized in the control system design. The analysis involved in the design of the microprocessor controlled oil cooling system, and the applications of a special vehicle-engine-cooling system (VEC) computer simulation code in the implementation and testing of the model reference adaptive control strategy are described. Using the VEC simulation code, the performance of the microprocessor controlled oil cooling system and the conventionally controlled oil cooling systems were compared for the ATB, temperature disturbances, and cold weather transient tests. An explanation of each test, as well as a review of the results of comparison tests are presented.

The development of the DDC methanol engine has been an evolutionary process, with each subsequent configuration showing significant durability and/or emission improvement over its predecessor. Sixty demonstration engines are now in service in the field, including fifty-four (54) urban bus engines, five (5) truck engines, and one (1) generator set engine. While nitrogen oxide (NOx) and particulate emissions from the methanol engine are inherently low, a durable solution to the effective control of hydrocarbon (HC) emissions has been an especially challenging area. The 1991 Federal urban bus transient emission standards (including 0.10 gm/bhp-hr particulate) have been met with several combinations of compression ratio, intake port height, exhaust valve cam profile, injector tip design, and electronic control strategies, and without exhaust aftertreatment devices or fuel ignition improvers.

A computer simulation program was developed to simulate the thermal responses of an on-highway, heavy duty diesel powered truck in transient operation for evaluation of cooling system performance. Mathematical models of the engine, heat exchangers, lubricating oil system, thermal control sensors (thermostat and shutterstat), auxiliary components, and the cab were formulated and calibrated to laboratory experimental data. The component models were assembled into the vehicle engine cooling system model and used to predict air-to-boil temperatures. The model has the capability to predict real time coolant, oil and cab temperatures using vehicle simulation input data over various routes.

In this study, the effects of an oxidation catalytic converter (OCC) on regulated and unregulated emissions from a 1991 prototype Cummins I.10-310 diesel engine fueled with a 0.01 weight percent sulfur fuel were investigated. The OCC's effects were determined by measuring and comparing selected raw exhaust emissions with and without the platinum-based OCC installed in the exhaust system, with the engine operated at three steady-state modes. It was found that the OCC had no significant effect on oxides of nitrogen (NOX) and nitric oxide (NO) at any mode, but reduced hydrocarbon (HC) emmissions by 60 to 70 percent. The OCC reduced total particulate matter (TPM) levels by 27 to 54 percent, primarily resulting from 53 to 71 percent reductions of the soluble organic fraction (SOF). The OCC increased sulfate (SO42-) levels at two of the three modes (modes 9 and 10), but the overall SO42- contribution to TPM was less than 6 percent at all modes due to the low sulfur level of the fuel.

A study was conducted to assess the effects of a water-diesel fuel emulsion with and without an oxidation catalytic converter (OCC) on steady-state heavy-duty diesel engine emissions. Two OCCs with different metal loading levels were used in this study. A 1988 Cummins L10-300 heavy-duty diesel engine was operated at the rated speed of 1900 rpm and at 75% and 25% load conditions (EPA modes 9 and 11 respectively) of the 13 mode steady-state test as well as at idle. Raw exhaust emissions' measurements included total hydrocarbons (HC), oxides of nitrogen (NOx) and nitric oxide (NO). Diluted exhaust measurements included total particulate matter (TPM) and its primary constituents, the soluble organic (SOF), sulfate (SO42-) and the carbonaceous solids (SOL) fractions. Vapor phase organic compounds (XOC) were also analyzed. The SOF and XOC samples were analyzed for selected polynuclear aromatic hydrocarbons (PAHs).

The effects of an oxidation catalytic converter (OCC), an emulsified fuel, and their combined effects on particle number and volume concentrations compared to those obtained when using a basefuel were studied. Particle size and particulate emission measurements were conducted at three operating conditions; idle (850 rpm, 35 Nm), Mode 11 (1900 rpm, 277 Nm) and Mode 9 (1900 rpm, 831 Nm) of the EPA 13 mode cycle. The individual effects of the emulsified fuel and the OCC as well as their combined effects on particle number and volume concentrations were studied at two different particle size ranges; the nuclei (less than or equal to 50 nm) and accumulation (greater than 50 nm) modes. An OCC loaded with 10 g/ft3 platinum metal (OCC1) and a 20% emulsified fuel were used for this study and a notable influence on the particle size with respect to number and volume distributions was observed.

This paper covers the development of Ferrographic oil analysis techniques for the study of diesel engine wear. A brief overview of the various wear analysis techniques now commonly used in laboratory and field engine wear studies is discussed. Also included in this paper is an in depth description of the Ferrographic oil analysis techniques and the various applications of the techniques to the study of engine wear. A comparison of the commonly used wear measurement methods, Ferrography, spectroscopy and the radioactive tracer methods, and their abilities to measure wear is also discussed. A direct injection, 4-cycle, turbocharged diesel engine was used in the testing and data are presented indicating the abilities of the Ferrographic oil analysis techniques to detect changes in wear rates. The effects of operating time on engine oil and the effects of the variation of oil and coolant temperatures on engine wear is presented.

The objective of this research was to obtain diesel particle size distributions from a 1988 and a 1991 diesel engine using three different fuels and two exhaust control technologies (a ceramic particle trap and an oxidation catalytic converter). The particle size distributions from both engines were used to develop models to estimate the composition of the individual size particles. Nucleation theory of the H2O and H2SO4 vapor is used to predict when nuclei-mode particles will form in the dilution tunnel. Combining the theory with the experimental data, the conditions necessary in the dilution tunnel for particle formation are predicted. The paper also contains a discussion on the differences between the 1988 and 1991 engine's particle size distributions. The results indicated that nuclei mode particles (0.0075-0.046 μm) are formed in the dilution tunnel and consist of more than 80% H2O-H2SO4 particles when using the 1988 engine and 0.29 wt% sulfur fuel.

A study has been made of piston ring wear and total engine wear using literature data and new experimental results. The main purpose of the study was to establish the effects of oil and coolant temperatures on engine wear. Wear trends that were found in the early 1960's may not be valid any longer because of the development of higher BMEP turbocharged diesel engines, better metallurgical wear surfaces and improved lube oil properties. New data are presented for the purpose of describing present wear trends. A direct-injection, 4-cycle, turbocharged diesel engine was used for the wear tests. The radioactive tracer technique was used to measure the top piston ring chrome face wear. Atomic emission spectroscopy was employed to determine the concentration of wear metals in the oil to determine total engine wear based on iron and lead. The data were analyzed and compared to the results found in the literature from previous investigators.

The effect of fuel changes on diesel oxidation catalyst performance was studied by comparing the physical, chemical and biological character of the particulate emissions using three different fuels. Baseline (uncatalyzed) emissions were also compared for these same fuels. The fuels used for this study were: a typical No. 2 fuel, a No. 1 fuel, and a shale oil-derived diesel fuel. Comparisons of NOX, NO, NO2, HC and particulate mass emissions using each fuel were made using selected modes from the EPA 13 mode cycle. Changes in the chemical and biological character of the soluble organic fraction (SOF) were also studied. Fuel properties, most notably fuel sulfur content, were found to affect the performance of the oxidation catalyst used. Fuel sulfur content should be kept as low as possible if catalytic converters are used on diesel powered equipment.

A study was undertaken to investigate the affect of exhaust gas recirculation (EGR) on engine wear and lubricating oil degradation in a heavy duty diesel engine using a newly developed methodology that uses analytical ferrography in conjunction with short term tests. Laboratory engine testing was carried out on a Cummins NTC-300 Big Cam II diesel engine at rated speed (1800 RPM) and 75% rated load with EGR rates of 0, 5, and 15% using a SAE 15W40 CD/SF/EO-K oil. Dynamometer engine testing involved collecting oil samples from the engine sump at specified time intervals through each engine test. These oil samples were analyzed using a number of different oil analysis techniques that provide information on the metal wear debris and also on the lubricating oil properties. The results from these oil analysis techniques are the basis of determining the effect of EGR on engine wear and lubricating oil degradation, rather than an actual engine tear down between engine tests.

Heavy-duty diesel engine particulate matter (PM) emissions must be reduced from 0.1 to 0.01 grams per brake horsepower-hour by 2007 due to EPA regulations [1]. A catalyzed particulate filter (CPF) is used to capture PM in the exhaust stream, but as PM accumulates in the CPF, exhaust flow is restricted resulting in reduced horsepower and increased fuel consumption. PM must therefore be burned off, referred to as CPF regeneration. Unfortunately, nominal exhaust temperatures are not always high enough to cause stable self-regeneration when needed. One promising method for active CPF regeneration is to inject fuel into the exhaust stream upstream of an oxidation catalytic converter (OCC). The chemical energy released during the oxidation of the fuel in the OCC raises the exhaust temperature and allows regeneration.