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Wear 288 (2012) 54–61
ContentslistsavailableatSciVerseScienceDirect
Wear
journal homepage: www.elsevier.com/locate/wear
Apparatusforcontinuouswearmeasurementsduringwetclutchdurabilitytests
NiklasLingestena,P?rMarklunda,?,ErikH?glunda,MartinLunda,JoakimLundinb,RikardM?kib
aDivisionofMachineElements,Lule?UniversityofTechnology,97187Lule?,Sweden
bVolvoConstructionEquipment,Eskilstuna,Sweden
a r t i c l e i n f o
a b s t r a c t
Articlehistory:
Received23May2011
Receivedinrevisedform14February2012
Accepted21February2012
Available online 1 March 2012
Wet clutches are used in many applications today such as automatic transmissions and limited slip
differentials in cars as well as in heavy duty equipment such as wheel loaders. The present study is
concerned with the wear and engagement behavior ofwet clutches inthe latter type ofapplication. A
test rig isdeveloped inwhich the wet clutch engagement ismonitored during an arbitrary number of
testcycles.
This rig has many similarities with the SAE #2 test rig in that they are both inertia type test rigs.
However,thetestrigpresentedherehasseveraloriginalpartsfromheavydutyequipmentinproduction
incorporated intoit.Thedatacollectionincludesacontinuous measurement ofthepositionofthepiston
usedtoapplyforceontheclutchpackinadditiontotheseparatordisctemperatures, hydraulicactuating
pressureandtorquetransfercharacteristics. Themeasurements ofthepistonpositioncanthenberelated
totheclutchwearduringalongtestseries.
Keywords:
Wetclutch
Wear
Testbench
Tribology
Temperaturemeasurement
? 2012 Published by Elsevier B.V.
1. Introduction
etal.[6]intestrigsdesignedspeci?callyforthisapplication.The
temperatureintheclutchseparatordiscswasmeasuredthrough
Wetclutcheshavebeencriticalcomponentsofautomatictrans-
missionsandlimitedslipdifferentialsforseveraldecades.However,
phenomenaintheclutchsuchasshudderandtorquetransferfail-
urehaspromptedinvestigationsintowetclutchbehavior.Thetwo
mainmethodsusedarecomputersimulationsoftheclutchbehav-
iorandexperimentalinvestigationsusingwetclutchtestrigs.
Oneofthemostcommonlyreportedmethodsusedinwetclutch
studiesistheSAE#2testrigwhichmainlyfunctionsasaniner-
tia dynamometer where a ?ywheel is accelerated to accumulate
energywhereuponaclutchisengagedtobrakethe?ywheel.This
test setup allows for measurement of torque transfer properties
andfrictioncharacteristicsforawidevarietyofoperatingcondi-
tionsandhasbeenusedextensivelyinresearch[1–3]andisalso
frequentlyusedinindustry.AsimilartestrigwasdevelopedbyHol-
gerson[4]withtheadditionofallowingacontributionbyadriving
torquetotheenergyinputtotheclutch.InHolgerson’stestrigthe
clutch temperature was measured using an infrared thermome-
ter,allowingforinvestigationsonthein?uenceoftemperatureon
clutchbehavior.
the use of thermocouples which allowed for investigation of the
dependenceoffrictioncharacteristicsontemperature.
Marklundetal.[7]usedpin-on-discmethodtodevelopafriction
model for purposes of simulating wet clutch behavior. However,
thisapproachisnotsuitableforstudyingclutchwearinparticular
asdemonstratedbyOstetal.[8]norisitsuitedforinvestigationsof
clutchagingingeneral.Thisisinpartbecauseofthelargedifference
incontactareatosystemsizeratiointhissetupascomparedtothe
clutch.
Deterioration of clutch performance during service life is an
important issue, limiting the development towards smaller and
moreef?cientclutches.Theclutchagingcanbedividedintotwo
categories.OneislubricantagingasinvestigatedbyBerglundetal.
[9]forthelimitedslipclutch.Thesecondisfrictionmaterialaging,
includingforexamplewear.GlazingasdescribedbyNewcombetal.
[10] could be described as a combination of the two where the
lubricant degrades due to the high temperature in the interface
formingsmoothlayeronthefrictionmaterialsurface.Wearinpar-
ticularwillseverelyaffecttheclutchcontrolsincethethicknessof
clutchdiscsshouldbeconsideredwhenconstructionclutchcontrol
algorithmsandmightaffectthefrictioncharacteristics.
For the limited slip differential application, however, the SAE
#2testrigisnotsuitableduetothecontinuousslipconditionsof
theclutch.Investigationsintotheclutchcharacteristicsoflimited
slipdifferentialshasbeenperformedbyM?kietal.[5]andIvanovic
Wearofwetclutchfrictiondiscshasbeeninvestigatedbefore
usingafewdifferenttechniques.Theearlystagesofwearhasbeen
studiedbymanyauthors[3,11,12]intermsoftherealcontactarea
betweenfrictionmaterialandsteeldisc.Forpurposesoflongterm
durabilityofaclutch,thewearofthefullclutchpackismoreinter-
estingasithasmoreofaneffectonhowtheengagementmustbe
? Correspondingauthor.Tel.:+46920492415;fax:+46920491399.
E-mailaddress:par.marklund@ltu.se(P.Marklund).
0043-1648/$–seefrontmatter ? 2012 Published by Elsevier B.V.
doi:10.1016/j.wear.2012.02.014
N.Lingestenetal./Wear 288 (2012) 54–61
55
Fig.1. Thetestriglayout:(1)driveshaft,(2)external?ywheel,(3)gables,(4and
6)gears,(5)sealingdoor,(7)clutchaxlewithclutchdrumand(8)torquearmwith
loadcell.
Fig.2. Theassemblyoftheclutchinthetestrig:piston(A),springseat(B),balance
piston(C),pressureplate(D),separatorandfrictiondiscs(EandF),washer(G)and
endplate(D).
controlled.Thewearoffullclutchpackshasbeeninvestigatedusing
theSAE#2testrig[1,3]orcustomtestrigssuchastheoneusedby
Saitoetal.[13].Themethodrequiresthetestrigtobedisassembled
regularlyinordertomeasurethewearoftheclutch.However,itis
possibletocontinuouslymonitorthewearofaclutchpackusing
thesensortechnologiesavailabletoday.
Developmentofmoreef?cientclutchesrequiresreliabledesign
criteria with regards to the different failure modes of the clutch.
Inheavydutyequipment,theenergiesandpowerreleasedinthe
engagementsaregenerallylargeandplacesanimportantlimitation
ontheclutchdimensions.Thisworkfocusesonthedevelopment
ofawetclutchtestrigwhichhastheabilitytocontinuouslymon-
itor the wear in the clutch in addition to the clutch engagement
characteristics.Theperformanceofdifferentclutchdesignscanbe
evaluatedbystudyingthewearandfrictiondatawhichiscollected.
Tobeabletostoreenergyinthesystem,thedriveshaft(1)has
anintegrated?ywheel.Theshaftwasmanufacturedfromasingle
pieceofsteeltoobtainawellbalancedshaftwhichwouldminimize
theriskofvibrations.Rotationistransferredfromthedriveshaft
totheclutchbyahelicalgearpair(4and6)withthegearratio1.
Thegearontheclutchaxle(6)hassplinesmachinedonthehubfor
mountingofthefrictiondiscs.Thedriveshaftisdrivenbyanelectric
motorwhichhasamaximumrotationalspeedof3000rpm.Intotal,
thetestrighasamomentofinertiaof0.6318kgm2.Anexternal
mass(2)canbeaddedtothedriveshaft.Ifthisisdonethetotal
momentofinertiawillincreaseto0.7375kgm2.
The clutch axle (7) is a slightly modi?ed original part from a
wheelloader.Channelsforoilrunthroughtheshaftforthepur-
poseofclutchlubricationandhydraulicclutchcontrol.Theclutch
ismountedintheclutchdrum.Twosensorsformeasurementof
engagementcharacteristicsaremountedthroughholesintherear
walloftheclutchdrum.Duringclutchengagementthetorquearm
(8)keepstheclutchaxlestationarywhilepressingagainstaload
cellwhichregisterstorquetransfer.
Toallowforassemblyanddisassemblyoftheclutchpackahole
wasmadeinthegablenearthegears.Throughthisholethegear(6)
andclutchassemblycanberemovedandreplaced.Duringexper-
iments the hole is sealed by a steel door (5) which supports the
clutchaxle.
2. Methods
To carry out wear studies on wet clutches a new test rig was
designed.Themainfocusoftheauthorsistheapplicationofwet
clutchesinheavydutyequipmentandthustherequirementsare
basedonclutchusageissuchmachines.Throughconditionsiden-
ti?edinsuchvehiclesalistofrequirementswascompiled.Thetest
rigmustbeableto:
TheclutchsetupinsidetheclutchdrumisshowninFig.2.Two
frictiondiscswithinwardsplinesareused,squeezedbetweenthree
separatordiscswithoutwardsplines(EandF).Theinnersepara-
tordiscisloadedbyapressureplate(D)whichisindirectcontact
with a hydraulic piston (A) applying the axial load on the clutch
pack.Theouterseparatordiscisincontactwithasteelwasher(G).
Thewasherallowsfortheassemblyofthetestspecimensinthe
standardclutchdrumontheclutchshaft.Theendplate(H)isposi-
tionedoutsideofthewasherandheldinplacewithalockingspring.
Betweenthehydraulicpistonandthepressureplate,thereisabal-
ancepistonandaspringseat(BandC).Betweenthesecomponents
aspringismountedinordertoreturnthepistontotheoriginalposi-
tionwhenthehydraulicpressureisreleased.Thestandardsprings
? Measurethecontinuouswearoftheclutchpack,thetorquetrans-
fer,theclutchtemperatureandclutchrotationalspeed.
? Use standard size clutch discs from construction equipment in
production.
? Achieveengagementenergiesabove260kJ/m2.
? Finishtheengagementwithin1swithgoodreproducibility.
? Allowforfeedbackcontrolwithregardstoanyoutputparameter.
? Allowforeasyandaccurateassembly/disassemblyoftheclutch
pack
2.1. Mechanics
AnillustrationofthecorepartofthetestrigisshowninFig.1.
Thestructuralstabilityisprovidedbygables(3)andabottomplate
insteel(AISI1148).Theclutchaxle(7)anddriveshaft(1)aresup-
portedbytaperedrollerbearingsinthegablesandeverythingis
mountedonasteelfoundation.
has been replaced by a less stiff wave spring with a linear force
displacementbehaviorandthespringconstant48×103N/m.
There are three separate oil circulation systems active in the
testrig,allusingthesametypeoflubricant.Twoforclutchlubri-
cationandcooling,sharingoneoiltank,andonehydraulicsystem
56
N.Lingestenetal./Wear 288 (2012) 54–61
Table1
Testrigdimensions.
Componentdimension
Size
Gablethickness
Gableheight
Gablewidth
Flywheeldiameter
Flywheelwidth
Driveshaftlength
Torquearmlength
41mm
350mm
540mm
275mm
117mm
527mm
150mm
forclutchengagementwithaseparateoilsupply.Onelubrication
system and the hydraulic system pump oil into the clutch shaft
channelsthroughanoildividermountedonthepreviouslymen-
tioneddoor.Anoil?lterforthelubricationoilisalsomountedon
the door as well as the solenoid servo valve which controls the
engagementpressure.
Thelubricationoiltankhasavolumeof20l.Theoilispumped
by?xeddisplacementgearpumpsthroughthetwocirculationsys-
tems, both of which has a maximum ?ow rate of 10l/min. The
primarycirculationsystempumpthelubricantthroughtheclutch
axleintothefrictioninterface,whileaverysmallfractionofthe
oil is directed to lubricate the bearings of the drive shaft. In the
secondarycirculationsystem,oilispumpedthrougha?lteranda
heatexchangerwheretheoiltemperatureiscontrolledbymeans
ofwatercooling.Thereisalsoapossibilitytoheattheoilinthetank
Fig.3. Schematicofpositionsensormeasurementsetup.
testserieswillyieldinformationaboutthethicknesschangeofthe
clutchpack,thusyieldinginformationaboutwear.
The hydraulic actuating pressure which controls the clutch
engagementiscontinuouslymeasuredbyapressuresensorwhich
isalsomountedatthebackoftheclutchdrum.Thesensormeas-
uresrelativepressureincreasewitharesponsetimelessthan1ms.
Thepressuremeasurementisdirectlyrelatedtotheaxialforceand
clutchdiscfacepressurethroughthepistonarea.
Therotationalspeedofthesystemismeasuredbyamechanical
counter built into the electric motor that accelerates the rig. For
onerevolutionoftheshaft,4096pulsesaresentfromthemotor.A
settimeintervalisspeci?edandthenumberofpulsesarecounted
withinthisinterval,givingtherotationalspeed.Inthisinvestiga-
tion,thenumberofpulsesweresampledatarateof100Hz.
usingasuspensionheaterallowingforcontrolofthetesttemper-
aturewithavariationlessthan2?C.Thedimensionsofthetestrig
issummarizedinTable1.
2.2. Sensors
A number of different sensors are installed in the rig to mea-
suretheclutchcharacteristics.Thesensorworkingrangesandtheir
resolutionissummarizedinTable2.
2.3. Dataretrievalandsystemcontrol
Theverticaltorquearmisindirectcontactwithaloadsensor.
Thesensorismountedinaholderattachedtothebottomplate.The
loadcelloutputvoltageisconvertedtoloadinthecontrolsoftware.
Thetemperatureismeasuredintheseparatordiscsbytheuseof
thermocouples(typeK).Thesethermocouplesaremetalsheathed
withadiameterof0.5mmwithaspeci?edresponsetimeof14ms.
Theshortresponsetimeallowsforthecaptureofthefastchangesin
temperatureduringclutchengagement.Onethermocoupleisalso
usedtomonitortheoiltanktemperature.
Onethermocoupleisinstalledineachseparatordisc.Thether-
mocouplesareinsertedintoholesofdiameter0.8mmdrilledfrom
theseparatordiscedges.Threedifferentmaterialsweretestedin
theinterfacebetweenthethermocoupleandtheholewallinterms
oftemperatureresponseperformance.Materialoneissimplythe
ATF which will ?ll the gap between thermocouple and disc wall
duringtestrigrunning.Materialtwoisaregulartinbasedsolder.
ThetestrigiscontrolledbyaCompactRiocomputerthrougha
LabViewinterfacerunningonaPC.Thecomputerinturncontrols
severalsubsystems;electricmotorcontroller,thehydraulicpump
andvalves,thepumpsforthecoolingandlubricationoftheclutch.
Thehydraulicpumpandvalvecontrollingclutchengagementis
switchedonandoffthroughsimpledigitalswitchesinthecontrol
program. In the current setup, the hydraulic pump yields a sys-
tem pressure of 5 MPa. The servo solenoid valve controlling the
actuatingpressureiscontrolledthroughafeedbackloopincluding
acontrolchannel.Anysensorreadingcanbeusedasthecontrol
channel, but in the present cases the actuating pressure reading
governsthevalveaction.Thepressuresensorreadingiscompared
tothedesiredpressureandcombinedintoacontrolvoltagefedto
thevalve.Theresponsetimeforthevalveislessthan5ms,allowing
forprecisecontroloftheactuatingpressure.
Material three is a gallium alloy which is in liquid state at room
temperature with a boiling point higher than 1350?C. This alloy
is commercially available under the name Coollaboratory Liquid
Pro with application as thermal interface material for computer
processors.
The position of the piston (Fig. 2H) as the clutch engages is
measuredbyacontactDVRT(differentialvariablereluctancetrans-
ducer)sensor(Fig.3)mountedatthebackoftheclutchdrum.The
sensorpinisspringloadedandfollowsthepistonasitmoves.The
maximumlengthofmovementthatcanbemeasuredbythesen-
sor is 6mm and it gives resolution down to single micrometers.
Theoutputisavoltagethatiscalibratedagainstatestcurveand
interpretedinthepostprocessingofexperimentaldata.Thechange
in distance traveled by the piston during an engagement over a
Thetestrigcanrunintwomodes.Onewhereeverythingiscon-
trolledmanuallyandonewhichisasequencebasedrunningmode.
Inthesecondmode,atestsequencecanbespeci?edandsettorun
a number of clutch engagements. This mode is ideal for running
extendedweartestsonaclutchpack.Themanualcontrolismainly
usefulfortestingsensorsandtestrigfunctionality.
Thecomputeralsohandlesthedataretrieval,savingthedataon
anexternalharddriveinbinaryform.Dataisonlystoredduringthe
actualclutchengagement,whichlastsforapproximately1s.The
systemsamplesthedataatarateof2000Hz,enoughtoresolveall
thephenomenapresentduringtheengagement.
Parallel to the control system, there is a security system
including relays to switch off power if the temperature or actu-
ating pressure exceeds a preset value. There are also relays for
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