1104d transient presentation 13.07.07 v1

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    Industrial Power Systems DivisionConfidential Green

    1104D Mechanical

    Transient Performance Characteristics

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    Introduction

    The 1104D Mechanical represents a significant achievement in providing our customerswith a minimum-impact route to Tier 3 compliance and provides a market-leading level ofpower density & performance. However, Tier 3 emissions limits in this power range aresignificantly tighter than at Tier 2 and this effectively limits the range of possibleadjustment to optimise engine performance. Customers are likely to identify somechanges in the response characteristics of the engine, when compared to a comparable Tier2 model. In many cases, these changes will be insignificant, or may be overcome by fine-tuning of the installation/ driveline; in other cases, the customer requirements may bemore effectively satisfied through the selection of a different engine configuration.This

    presentation is the front piece to a package of information that sets out to:

    Reinforce the positioning of the 1104D Mechanical product within the range;

    Define areas where customers might see a change in machine operating characteristics;

    Identify areas where compensating adjustments could be made to machines;

    Provide guidance as to the sensitivity of various application types to these issues;

    Suggest the most suitable engine configuration for specific customer sensitivities

    The objective is to ensure that the customer has enough information to make an informedselection of the most appropriate engine configuration for the application.

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    Presentation Overview

    Section 1:

    1104D Product Positioning

    Customer Expectations at Stage IIIA/ Tier 3

    Section 2:

    What is Transient Response? 1104D Transient Characteristics

    Section 3:

    IPSD Journey to Stage IIIA/ Tier 3 Mechanical

    Section 4:

    Selling the transient message

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    Product Positioning at Stage IIIA/ Tier 3

    Selling the Range

    Section 1

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    Section Agenda

    Tier 3 Product Positioning Overview

    Electronic Positioning

    Mechanical Positioning

    Customer Expectations at Stage IIIA/ Tier 3

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    Tier 3 Product Positioning Overview

    Transient concerns (smoke & response) can be avoided by selecting

    the right product for the application

    Strong 4.4L product range at Stage IIIA/ Tier 3

    Electronic & Mechanical offering

    Power range overlap

    Unique sales propositions

    Mechanical offering = Minimal change

    Electronic offering = Optimum Stage IIIA/ Tier 3 performance

    Mechanical product offers significant commercial benefits but wontprovide the performance benefits of the Electronic product

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    Electronic Positioning

    Electronic Control means Optimum Tier 3 Performance

    Utilises proven components of Caterpillar ACERT technology

    Common rail fuel system

    Smart wastegate turbocharger

    Performance optimised across theload and speed range

    Optimised SFC

    Minimised heat rejection

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    Mechanical Positioning

    Mechanical Control means Minimum Change from Tier 2

    Ease of Changeover

    Design goal to maintain as close to Stage II/ Tier 2 performance with

    minimal external changes

    Development focus on internal improvements:

    Combustion chamber

    Air system (camshaft & cylinder head)

    Fuel Injection

    Cooling system

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    Mechanical Positioning

    Package virtually identical to Tier 2 & Tier 0

    Identical major hook-up points

    Minimal visible external changes

    Common front and rear ends

    Many components carried over (95%)

    Product reliability Minimised additional parts inventory

    Streamlined training

    Consistent serviceability

    Low OEM investment costs Minimised engineering costs

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    Customer Expectations at Tier 3

    The next generation is always better

    The engine will be more responsive at Tier 3

    The engine will have less visible smoke at Tier 3

    General Customer Expectations:

    Driveability = Tier 2 or better

    Smoke = Less visible smoke Power/ Torque = Tier 2 or better

    Fuel Consumption = Minimal change

    Package Size = Drop-in solution

    General Performance = Improvements

    In reality, achieving a Mechanical offering at Stage IIIA/ Tier 3 resultsin some compromises (especially levels of visible smoke and low speedresponse)

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    1104D Mechanical

    Transient Response Characteristics

    Section 2

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    Section Agenda

    Transient Performance Overview

    What is Transient Response?

    1104D Mechanical Transient Response Characteristics

    Load Acceptance from Low Idle Loaded Acceleration from Low Idle

    Acceleration from a Loaded Condition

    Free Acceleration Smoke (FAS)

    Loaded Acceleration Smoke

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    Transient Performance Overview

    Emissions

    Challenge was significant for Mechanical products at Stage IIIA/Tier 3

    Challenge is shared by the competition

    Transient characteristics are different at Stage IIIA/ Tier 3 due tothe technologies employed to achieve emissions legislation

    Customer Management

    Understand the transient characteristics of the 1104D

    Manage customer expectations accordingly

    Match the right product to the right application

    Utilise the full product range, it is a key strength!

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    What is Transient Response?

    Responsiveness of the Machine

    Load acceptance from low idle

    How the engine responds when applying sudden load

    Loaded acceleration from low idle

    How the machine performs accelerating from a standing start

    Acceleration from a loaded condition

    How the machine feels accelerating through the speed range

    Smoke

    Free Acceleration Smoke (FAS)

    Level of black smoke when blipping the throttle from idle with

    the machine in neutral and any PTO unloaded Loaded Acceleration Smoke

    Level of black smoke generated during acceleration with themachine loaded

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    1) Load Acceptance from Low Idle

    How the engine responds when applying sudden load?

    Load Acceptance from Low Idle degradation from equivalent Stage II/Tier 2 model

    1104D-44: -10%

    1104D-44T: -20%

    1104D-44TA: -10%

    The trade-off between low speed, un-boosted torque and FreeAcceleration Smoke (FAS) has been optimised for all ratings by theEngineering team at IPSD

    Customers can increase low idle speed, or rematch machinetransmission and hydraulic demands, to further improve performance

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    2) Loaded Acceleration from Low Idle

    How the machine feels to the operator when accelerating from

    a standing start with a heavy load?

    Loaded Acceptance from Low Idle degradation from Tier 2

    1104D-44NA: -10%

    1104D-44T: Dependent on machine loading characteristics

    1104D-44TA: Dependent on machine loading characteristics

    Atmospheric Boost Control (ABC) will improve performance

    IPSD offers two variants of low pressure options to best match toapplication

    Customers can increase low idle speed, or rematch machinetransmission and hydraulic demands, to further improve performance

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    3) Acceleration from a Loaded Condition

    How the machine feels to the operator when accelerating

    through the speed range?

    1104D will achieve boosted fuel at lower manifold pressure than the1104C Stage II/ Tier 2 range

    The product will feel more responsive in many circumstances

    Naturally Aspirated product (1104D-44) will see a degradation ofaround 10% compared to Stage II/ Tier 2

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    4) Free Acceleration Smoke (FAS)

    Level of black smoke when blipping the throttle from idle with

    the machine in neutral and any PTOs unloaded?

    FAS will be higher than 1104C but within legislation requirements(including Switzerland & Austria)

    There will be visible black smoke at Stage IIIA/ Tier 3 Mechanical

    Smoke acceptability is highly subjective

    Manage customer expectations relative to Stage II/ Tier 2 product

    Certain markets will be more sensitive to smoke than others

    The trade-off between low speed, un-boosted torque and FreeAcceleration Smoke (FAS) has been optimised for all ratings by theEngineering team at IPSD

    Customer improvements can be made by optimising drive traininertias and managing engine acceleration

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    5) Loaded Acceleration Smoke

    Level of black smoke generated during acceleration with the

    machine loaded?

    Loaded Acceleration Smoke will be higher than 1104C

    Smoke levels are highly subjective and will need to be assessed at the

    customer level

    Flag the issue to Applications if

    The customer is in a highly smoke sensitive market (e.g.Scandinavia)

    The environment the machine is operating in requires no visible

    smoke (e.g. indoor) The machine will be performing a lot of complex operations (e.g.

    Shovel Loader)

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    IPSD Journey to Tier 3 Mechanical

    Section 3

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    Section Agenda

    Emissions

    Technology Choices

    IPSD Tier 3 Solution

    Performance Comparison: Tier 2 to Tier 3

    1104D Mechanical Performance

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    Tier 3 Emissions Challenge

    Needham, J., 1991. "Engine Experience and EPA Regulations", University of

    Minnesota Short Course Diesel Particulate Matter, October 1991

    Tier 3 Off-Highway

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    Air System

    Charge-Air Cooling

    Variable Geometry Turbo (VGT)

    Fuel System

    Multi-Shot Injection

    Injection Rate Shape

    Injection Retard

    Combustion System Re-Entrant Piston Bowl

    Quiescent Combustion (with high-pressure FIE)

    Optimised port swirl

    General

    Reduce Engine Parasitics Optimise Torque Curve Shape

    Technology Options at Tier 3 Mechanical

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    IPSD Stage IIIA/ Tier 3 Solution

    Engine 1104D-44TA 1104D-44T 1104D-44

    Rating 68 83kW 55 75kW 54 56kW

    Aspiration Turbo After-Cooled Straight Turbo Naturally

    FIE Mechanical Rotary FIP

    Rising Rate Injection

    Dynamic AFR Control *

    Mechanical Rotary FIP

    Rising Rate Injection

    Dynamic AFR Control *

    Mechanical Rotary FIP

    Rising Rate Injection

    Combustion Re-Entrant Piston Re-Entrant Piston Re-Entrant Piston

    General Hi-Efficiency WaterPump

    Hi-Efficiency WaterPump

    Hi-Efficiency WaterPump

    * Patents applied for

    IPSD has achieved Tier 3 emissions standards with minimal customerimpact and maximum carry over of todays proven design by innovativedevelopment of:

    Air system strategies FIE Combustion chamber FIE boost control

    SFC, heat rejection,and transient response

    trade-off optimised

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    Performance Comparison: Tier 2 to Tier 3400

    300

    200

    1000 1400 1800 2200800 1600 20001200

    380

    360

    340

    320

    280

    260

    240

    220

    Engine Speed [rpm]

    Torque[Nm]

    Tier 2

    Tier 3

    Full-load torque curves

    are similar for Tier 2 andTier 3 ratings

    However, un-boosted

    torque is lower on Tier 3

    due to emissions control

    strategies

    The penalties of low un-

    boosted torque have been

    offset to some extent by

    management of fuelling

    control to transition to

    fully-boosted torque at

    lower speed

    Tier 3 Concerns:

    Low-speed load acceptance

    Acceleration from low idle

    Operating close to smoke limit

    Tier 3 Strengths:

    Competitive mechanical strategy

    More responsive from part load than Tier 2

    More lugging capability than Tier 2

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    1104D Mechanical Performance

    1104DMechanical

    versus 1104C

    Tier 3 Market Standardversus Tier 2 Market

    Standard

    BSFC + 5 % + 5 to +10 %

    Heat Rejection + 5 % + 5 to +10 %

    Noise -1 dBA -

    Altitude 3000 m 3000m

    Oil Change 250 to 500 hrs 250 to 500 hrs

    Load Acceptance(from low idle)

    TA 10%

    Turbo 20%-10 to -25%

    Performance Features:

    BSFC and heat rejection believed to be highly competitive

    Noise reduction over Stage II/ Tier 2 will be noticeable

    Load acceptance and response believed to be competitive

    Reliability and durability as Stage II/ Tier 2

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    Section 4

    Selling Transient Messaging

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    Section Agenda

    Competitive Landscape

    Transient Sales Messaging

    Transient Response Practical Approach

    What should I be doing?

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    Competitive Landscape

    Competition will have a similar, or greater, challenge with Transient

    Performance at Stage IIIA/ Tier 3

    Technology choices are the same for all competitors marketingMechanical product

    Cummins QSB 3.3 Reduced displacement 4 Cylinder engine

    Expect Load Acceptance from Low Idle degradation from StageII/ Tier 2 of around 25%

    Competition using for example AVL TINER system

    Expect Load Acceptance from Low Idle degradation from Tier 2 ofaround 10% to 25%

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    Transient Sales Messaging

    Product Benefits

    Competitive MechanicalProduct Strategy

    Strong Sales Proposition

    Strong Steady StatePerformance

    Responsiveness from PartLoad same or better thanStage II/ Tier 2

    Lugging Capability same orbetter than Stage II/ Tier 2

    Product Sensitivities

    Low Speed Load Acceptance

    Acceleration from Low Idle

    Transient Smoke

    Product sensitivities areapplication dependent.

    Selection of the right product,and managing customer

    expectations, is the key toavoiding transient issues

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    Assessment of Transient Acceptability

    Score Level of TransientOperation Customer BrandProposition EnvironmentalSensitivity to Smoke Typical Machine

    1 Constant Speed Value Machine Outside / Ag Pump set

    2 Lugging / Roading Ag Tractor

    3 Shuttling / Pull-Away Mid-Range Machine Construction Site FLT

    4 Digging Telehandler / BHL

    5 Loading Premium Machine Indoor / Warehouse Wheeled Loader

    Transient acceptability is largely subjective. The following criteria

    should be considered in relation to a specific customer requirement:

    Level of transient operation Customer brand proposition Sensitivity to visible smoke

    This information is graphically represented on the next slide.

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    Engine Selection: Practical Approach

    1104DMechanical

    1104DElectronic

    5

    4

    3

    2

    1

    54321

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    What should I be doing?

    Determine if any of your customers are sensitive to smoke or

    response based on territory and application Make customers aware that the transient characteristics of the

    1104D are different from Stage II/ Tier 2

    Manage customer expectations accordingly

    Smoke, although highly subjective, is worse than Stage II/ Tier 2

    Machine responsiveness will be different at Stage IIIA/ Tier 3

    Sell the strong product benefits, there is a positive side to thetransient story

    Steady state performance has improved over Stage II/ Tier 2

    Product is more responsive from part load

    Product has additional lugging capability

    Strong position vs. other mechanical offerings in the marketplace

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    Summary

    1104D Mechanical is a highly competitive product with a strong sales

    proposition

    Transient concerns can be avoided by matching the engine to theapplication/ transmission and by managing customer expectationsrelative to Stage II/ Tier 2

    Transient response characteristics of the 1104D are part of the StageIIIA/ Tier 3 Mechanical story for all suppliers in the industry sellingMechanical product

    Applications Teams have been briefed on 1104D Transient

    characteristics. Please contact your Applications Engineer if you haveany questions or concerns