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Transactions of the Canadian Society for Mechanical Engineering Downloaded from www.nrcresearchpress.com by TUFTS UNIV LIBRARY on 06/02/18
Abstract: Tractors, the primary component of agricultural mechanization, are actively used for maintaining agri-
cultural activities and carrying burdens on agricultural fields under challenging conditions. Tractors are not only
required to possess a high tractive force at low operating speeds but also to produce the power necessary for oper-
ating the equipment attached to them when used for agricultural purposes. It is of great importance to determine
the degree of force that powertrains, especially the clutch, of the tractors are exposed to on agricultural fields and
to use the data obtained in this process concerning their guarantee periods. This study measured the motor rota-
tion speed, clutch surface temperature, and frequency and force of pushing the clutch pedal of a tractor used
under five different agricultural field conditions. Furthermore, torque and transfer of the dynamometer and
power take-off (PTO) were measured. Based on the data obtained from field tests, the tractor clutch development
and validation processes were revised. The prototype clutch was produced and tested by completing the required
1 million rotations safely under new boundary conditions within the guarantee period.
Key words: tractor field tests, data collection, tractor clutch, product development process.
Résumé : Les tracteurs – la principale composante de la mécanisation agricole – sont utilisés activement dans le
For personal use only.
déploiement des activités agricoles et le transport des charges sur les champs agricoles dans des conditions diffi-
ciles. Les tracteurs sont non seulement tenus de posséder une force de traction élevée à de faibles vitesses de fonc-
tionnement, mais aussi de produire l’énergie nécessaire pour faire marcher l’équipement qui leur est attaché
lorsqu’ils sont utilisés à des fins agricoles. Il est très important de déterminer le degré de contrainte auquel les
groupes motopropulseurs, en particulier l’embrayage, des tracteurs sont exposés dans les champs agricoles et
d’utiliser les données obtenues dans le cadre de ce processus concernant leurs périodes de garantie. Cette étude
a mesuré la vitesse de rotation du moteur, la température de surface de l’embrayage, ainsi que la fréquence et la
force de poussée de la pédale d’embrayage d’un tracteur utilisé dans cinq conditions de terrain agricole
différentes. De plus, le couple et le transfert du dynamomètre et de la prise de force (PTO) ont été mesurés. Sur
la base des données obtenues lors des essais sur le terrain, les processus de développement et de validation de
l’embrayage du tracteur ont été révisés. Le prototype d’embrayage a été produit et testé en effectuant le million
de tours requis en toute sécurité dans de nouvelles conditions aux limites pendant la période de garantie.
[Traduit par la Rédaction]
Mots-clés : essais de terrain sur tracteur, collecte de données, embrayage de tracteur, processus de développement
du produit.
Trans. Can. Soc. Mech. Eng. 42: 136–146 (2018) dx.doi.org/10.1139/tcsme-2017-0032 Published at www.nrcresearchpress.com/tcsme on 25 May 2018.
Karpat et al. 137
expectations, large technological investments are being survey to investigate the effect of thickness and material
made for the development of tractors today (Cavallo selection on stress and deformation on tractor clutch
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et al. 2014). Powertrain systems of tractors differ from PTO finger mechanism using finite element analysis.
those of passenger cars, and they constitute approxi- Stress and deformation values, which occurred during
mately 25%–30% of the total tractor manufacturing cost. the transfer of power in a safe manner were investigated.
The torque gained from the engine of these vehicles is Dogan et al. (2016) presented a methodology for
used both to move the vehicle via transmission and to re-designing a failed tractor transmission component
operate tractor attachments with the help of power subjected to cyclic loading.
take-off (PTO). Because tractor clutches control torque The reviewed literature show that limited research
distribution, they include two systems running inde- had been conducted on the performance of tractors
pendently or simultaneously in the same unit, unlike based on data collected from real field conditions, and
other vehicles. Given this function, the clutch is consid- that the data rarely concentrated on the product devel-
ered to be the most critical part of the powertrain sys- opment processes. In particular, the authors failed to
tem. Hence, clutch failures not only disable the vehicle find studies focused on the clutch, which is considered
but also damage the producing companies’ reputations the most crucial component of the powertrain system.
(Ompusunggu et al. 2013). Therefore, this study aimed to collect data about the
That tractor clutches manage to perform large capac- tractor clutch in real field conditions. Depending on the
ity torque transmission during sudden loading at high motor rotation speed, this study measured clutch sur-
operating temperatures is directly related to product face temperature and frequency and force of pushing
life. One of the priorities of manufacturers is to see to it the clutch pedal of a tractor used under five different
that the clutch remains intact under the aforementioned agricultural field conditions. Moreover, the torque trans-
conditions within the guarantee period. Numerical mitted through PTO was measured based on PTO rota-
analyses and bench tests are made throughout the prod- tion speed. In light of the analysis of the data obtained
uct design and validation processes of the clutch. The in this study, a new tractor clutch was designed and a
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force applied to the clutch and roller bearing expansion prototype clutch was produced. The prototype clutch
displacement is stable during laboratory tests, leading was validated under updated test conditions based on
us to define loading on the clutch as a constant ampli- the data obtained from field tests.
tude signal. However, the extent of the force applied to
the clutch and the size of displacement vary due to oper- 2. Material and method
ating conditions and driver characteristics. Thus, it is The tractor clutch is mainly comprised of body, pres-
important to conduct field tests to identify these values; sure plates, diaphragm, discs, and clutch fingers. The
yet real field tests both increase the cost of product body and pressure plates were manufactured from cast
development and extend the validation process. Using material. Holding the mechanism together, the body
data obtained from real field tests as boundary condi- serves as friction surface area for the inner disc and con-
tions in the analyses and laboratory tests may help verts the energy generated during clutch coupling into
reduce the total cost by shortening the product develop- heat. The pressure plates create friction and press surface
ment and new product design processing time. areas and take part in absorbing the heat as well. The
Several previous researchers have mostly carried out clutch fingers are the mechanisms that determine which
analytic and experimental studies concerning clutches disc should come into contact during clutch coupling.
of automobiles. However, limited research exists related Figure 1 illustrates the tractor clutch that was used in field
to tractor field tests in the literature. In their study tests for this study. The diameter of the clutch is 280 mm;
examining tractor processing capacity and sensitivity, the finger angles are 120°, and the clutch was produced
Yahya et al. (2006) investigated the forces that the tractor from a DD11 steel plate. The maximum torque capacity is
were subjected to depending on geographical conditions 430 Nm and the maximum clamp load is 10 000 N.
and soil type. Using sensors installed on the tractor, they The study aimed to collect data about the clutch of a
evaluated the data about the track, depth, and slope of tractor operating in five different field conditions and
soil, PTO torque transmission, tractive force, and fuel to use these data during product development processes.
consumption. Kim et al. (2001) performed measurements The procedures followed in the study are given in Fig. 2.
on transmission box driveshafts and vehicle propeller Throughout the tractor field tests, the study conducted
shafts of tractors operating in five different soil condi- measurements of PTO torque and rotation speed, motor
tions at two different speeds, and carried out lifespan rotation speed, clutch body surface temperature, and
calculations based on counting algorithms. Bietresato frequency and force to push the clutch pedal. The data
et al. (2012) collected data from three different tractors were measured in seven channels, collected at 256 Hz
outfitted with varying equipment in flat and sloping sampling rate, and recorded in real time. The signals
land conditions and calculated the average productivity from all the measurement tools were collected using
of the powertrains via the model that they developed. LMS Scades Mobile data acquisition system and signal
Besides these studies, Karpat et al. (2014) conducted a conditioner.
Published by NRC Research Press
138 Trans. Can. Soc. Mech. Eng. Vol. 42, 2018
Fig. 1. Front and rear images of tractor clutch used in field tests. [Colour online.]
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Fig. 2. Design and validation process flowchart. engine crankshaft. The positions of torque and laser
speed sensors on the tractor can be seen in Figs. 3b
and 3c. Micro-Epsilon Thermometer CTM-3SF22-C3 infra-
red temperature sensor was used to observe the heat
changes with varying amounts of force that the clutch
was exposed to. The temperature of the clutch body
was measured using this sensor. An infrared tempera-
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Fig. 3. (a) The measurement points on the tractor. (b) PTO torque sensor. (c) Laser speed sensor. (d) Infrared temperature sensor.
(e) Displacement sensor. [Colour online.]
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responses of the driver and the clutch were examined 3. Results and discussion
during the execution of an agricultural activity on the 3.1. Field test results
filed — a hoeing test using a tractor plough. The hoeing The temperature values obtained from the tests are
plough was chosen because it is one of the most diffi- shown in Fig. 4. The highest clutch surface temperature
cult agricultural activities. Fourth, Test 4 was designed was observed in Test 5 and went up to 160 °C at its maxi-
to aggravate the previous test conditions through the mum. The temperature value was measured at around
frequent use of the clutch. Finally, the tractor’s perfor- 120 °C during frequent use of the clutch while hoeing
mance under harsher conditions using the clutch fre- with the plough (Test 4) and during the PTO dynamom-
quently on a slightly sloped and rocky road was eter measurement test (Test 6). While the temperature
investigated in Test 5. In addition to the aforemen- value was recorded at around 100 °C during hoeing activ-
tioned tests, in Test 6, clutch performance was mea- ity with the tractor plough (Test 3), in the driving tests
sured by connecting PTO shaft to a dynamometer on the straight road and the field without any tractor
while only the PTO function of the clutch was working attachments (Tests 1 and 2), the clutch did not heat more,
(the tractor was stable). compared with other situations. According to the test
Published by NRC Research Press
140 Trans. Can. Soc. Mech. Eng. Vol. 42, 2018
Table 2. The conditions of the tractor tests. Fig. 4. Maximum temperature values measured on the
clutch surface in different tests. [Colour online.]
Test No. Field and driving characteristics
1 Standard driving test on a straight road
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Fig. 5. Clutch surface temperature changes under different samples: (a) Test 1 and (b) Test 5. [Colour online.]
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Fig. 6. Clutch pushing frequency–displacement graph: (a) Test 1, (b) Test 2, and (c) Test 3.
For personal use only.
every time in this case. According to the results obtained these results, the clutch use frequency was significantly
in Test 2, a 50 mm distance of clutch displacement was lower while the tractor was operating with the plough
repeated 140 times by the driver (Fig. 6b). These results on the field (Fig. 6c). Six repeats were observed for each
indicate that the necessity of pushing and releasing the clutch pedal pushing distance. Since the pushing fre-
clutch pedal halfway with a short stroke — known as a quency was lower, the clutch temperature did not
half-clutch — increases under field conditions. increase as much as in other test scenarios. Another find-
Therefore, the clutch is expected to be forced much ing obtained in this test result was that the cooling speed
more under field conditions. of the clutch was greater than the heating speed. For the
Clutch pedal pushing frequency and clutch pedal clutch to produce heat, it needs to be used more than a
pushing distance was measured in Test 3. According to certain number of intervals.
Fig. 7. Clutch pushing frequency–displacement graph: (a) Test 4 and (b) Test 5.
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Table 3. The maximum clutch pedal Fig. 8. Time-based torque values exposed through
pushing force values. dynamometer — Test 6. [Colour online.]
Maximum pedal
Test No. force (N)
Test 1 269.92
Test 2 271.5
Test 3 233.4
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Test 4 291.3
Test 5 276.5
Test 6 None
Fig. 10. PTO finger mechanism CAD models (a) failed first design and (b) new design. [Colour online.]
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field tests, and validation studies were conducted Fig. 11. Static analysis boundary conditions of PTO finger.
under the revised analysis and test conditions based [Colour online.]
on the data gathered from the field tests. The design
and analysis of boundary conditions of the finger
mechanism were formed primarily based on the data
acquired in the field tests. Initially, the clutch PTO fin-
ger was designed (Fig. 10). After completion of the
design, the finger mechanism was tested by stress
analysis using a finite element method in the design
validation phase. Mesh construction and boundary con-
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Fig. 12. New finger mechanism FEA: (a) stress results and (b) fatigue result. [Colour online.]
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Fig. 13. Clutch case cover: (a) conventional design and (b) new design. [Colour online.]
For personal use only.
Fig. 14. Image of the clutch (a) used in the field tests and (b) the new prototype clutch. [Colour online.]
situations were determined depending on results The finger mechanism whose design was validated with
achieved in the field tests. The axial fatigue test setup FEA was subjected to fatigue test, and stress values for the
can be seen in Fig. 15. In this test design, the bearing part first 300 rotations through the finger were recorded with
was tested for fatigue resistance by applying repetitive the help of a strain gauge (Fig. 15b). The PTO finger was
loading on the finger at 1 Hz frequency. assessed with FEA for the aforementioned boundary
Published by NRC Research Press
Karpat et al. 145
Fig. 15. Clutch (a) axial fatigue test setup and (b) tension points measured through the finger mechanism. [Colour online.]
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Fig. 16. Stress distribution in the axial fatigue test: (a) first point and (b) second point. [Colour online.]
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conditions, and the results were compared to stress test Fig. 17. Image of the clutch after the 1 million rotations.
results. In the comparison, it was found that FEA results [Colour online.]
corresponded to those of the fatigue test. Time-based
changes to the stresses obtained from the strain gauges
(numbered 1 and 2) placed on the finger are given in graph
form in Fig. 16. These values were obtained through the
axial fatigue test setup, in line with the pushing frequen-
cies, the amount of pushing stroke, and the clutch pedal
force values acquired from the field tests. Given that the
system works in a manner of pushing and pulling move-
ments, vibratory loading occurs. As such, stress values
vary between the minimum and maximum points con-
stantly. As for the former point, the maximum stress
value observed through 300 rotations was measured
around 25–27 MPa. However, as for the latter point,
the maximum stress value was found to be between
70–80 MPa for 300 rotations.
After the stress value measurements, the system was
worked until it reached 1 million rotations, and the
researchers observed whether any fatigue damage
occurred through the system. No damage was found on surface. The image of the prototype clutch and the fingers
the fingers after the completion of 1 million rotations. following the completion of 1 million rotations is given in
Only erosion in small amounts occurred on the bearing Fig. 17.
formance under different driving characteristics and in out damage in the axial fatigue tests within real field
five different field conditions. According to the analysis contexts and boundary conditions.
of the test data, a set of values such as an average clutch
surface temperature, frequency, and force of clutch Acknowledgements
pedal pushing according to the conditions that a tractor This research paper was written based on the project
may experience in daily operations were obtained. The carried out by Uludağ University and Valeo Inc.,
test data were used in the design and validation proc- No. 0456.STZ.2013-2 and named “Design and prototype
esses of the new prototype clutch. production of the clutch with high torque transmission
The results indicated that field conditions, agricul- for new generation tractors.” The authors thank Ministry
tural activities, and driving characteristics had impor- of Science, Industry, and Technology of the Republic of
tant impacts on the clutch. It was determined that the Turkey and to Başak Tractor Factory located in Sakarya
clutch was frequently used in the field conditions, and for contributing to the study with tractor and test fields.
it was stressed to its maximum level on the rocky road,
resulting in maximum surface temperature values. References
Additionally, the driver was found to apply a stable dis- Bietresato, M., Friso, D., and Sartori, L. 2012. Assessment of
placement to the clutch on the flat road. Furthermore, the efficiency of tractor transmissions using acceler-
the results showed that the force of clutch pedal pushing ation test. Biosyst. Eng. 112: 171–180. doi:10.1016/j.
differed based on driving conditions and the maximum biosystemseng.2012.03.009.
Cavallo, E., Ferrari, E., Bollani, L., and Coccia, M. 2014. Attitudes
pedal pushing force value was 291.3 N, while the mini- and behaviour of adopters of technological innovations in
mum value appeared to be 233.4 N. The clutch body tem- agricultural tractors: a case study in Italian agricultural sys-
perature was observed to reach a steady-state regime tem. Agric. Syst. 130: 44–54. doi:10.1016/j.agsy.2014.05.012.
when exposed to maximum loading in the dynamom- Dogan, O., Karpat, F., Yuce, C., Kaya, N., Yavuz, N., and Sen, H.
2016. A novel design procedure for tractor clutch fingers by
For personal use only.