Transfer Case and Viscous Coupler discussion

2kwik4u

Resident slow guy
From another thread, there was a discussion on how the mismatch of tire sizes affected the viscous coupler within the transfer case, as well as other driveline components. Within that thread I had asked a question of where a torque sec was found in one of DaveP's posts. As he is no longer posting on .net, I recieved an email (forwarded through a mutual friend) to answer my questions. This sparked what I can only explain as an interesting discussion about the transfer case, the viscous coupler, and various other factors that should be considered when deciding if a mismatched tire size is right for you.

It started somewhat casual, got very technical, then ended essentially where the original thread ended. For some it's worth it, and others it is not. Words like "Negligble" are subjective, as what is no big deal for me, might be unacceptable to others.

Here is the original thread for a baseline of where the conversation started. You can see my posts in there, as well as those from others. --->Original discussion

Here are the emails as sent in chronological order

DaveP said:
Mike:
As I will never log onto .net again, I took this approach to answer your two questions regarding my conclusions regarding tire mis-match and v-clutch durability. I highly doubt any of the remaining brain-surgeons on net will even read, much less understand your question.
Anyone know where he got the spec of 320ft-lbs to rotate the Viscous Clutch one revolution [in six seconds]?

Awhile back, I came up with a simple procedure to test the 'health' of a V-clutch while still installed in the case, and the case in or out of the truck. I put a bar-type torque wrench on the front output shaft, lock the rear output shaft, with the input free to turn (trans in neutral). My findings using several T-case samples were that it takes 12 to 15 seconds to rotate the flange 90 degrees while maintaining a reading of 40 ft lbs on the wrench. I used this equation to extrapolate these findings to the tire-mismatch cited in that thread. I'm not a math major, but I'm good with math. Here's what I did:

My findings are over 1/4 turn. The mismatch is in full revolutions. So I multiplied X4 to get 360deg. (40 ft lbs X 4 = 160)
My findings are over 12-15 seconds. The mismatch results in one full turn difference every 6 seconds. Twice as fast. So I multiplied X2 (12/6=2 X 160 = 320).

The 'energy' (320ft lbs) that destroys the v-clutch doesn't come from the engine. It comes from the rolling inertia of the truck, multiplied by the 3.42 axle ratio. Also note that the torque being 'absorbed' by the V-clutch will vary with road speed, because there is a time-based component of the equation.

Also, how is the front diff screwed up here?

There have been numerous reports of destroyed front differentials. What I believe occurs is that for what ever reason, the V-clutch locks up solid. There is now no inter-axle differentiation. Like driving a conventional 4X4 in 4-Hi on pavement. The owner doesn't recognize the symptoms of t-case problems, and keeps driving it anyway. Something has to give or wear. The weakest component is now the front diff ring and pinion. Especially the pinion. Look at one, its dinky.

Other failures I've seen reported that I believe are related to locked V-clutch issues, but are not often recognized as such are front axle c/v failures, front diff stub axle "pop-outs", and to a lesser extent, front prop shaft failures. (We all know the front prop shaft is suckey, although my 93 still has its original at 145K miles). I'm convinced that most SyTy owners just aren't very good at associating various behavior with v-clutch maladies. I see it time and time again. I've seen guys that HAVE had one of these apart still describe its function IN-correctly. The T-case in these trucks is the simplest, but by far and away the least under-stood componet in the drivetrain by the general ownership population.

Keep in mind my experience and empirical observations have all been with stock SyTy's. Stock power levels. Results may be different with modded trucks. I've been messing with the B-W 4472 for over 15 years. I'm convinced that the closer to 'perfect' the front/rear tire size is, the longer the V-clutch lasts. I just sold my AWD Blazer to Dave Alwine. It has a V-clutch with over 200K on it, still functioning correctly. I have always watched the tire wear, and rotated about every 15K to keep the diameters matched. I feel that's the secret to long v-clutch life.

Not taking the attitude that "a few revs per mile won't harm anything".

Hope this answers your questions. Take Care,
DaveP

2kwik4u said:
Dave,


First off, thanks for the reply. Good to see your still hanging around, despite not posting.


While your math is a little off, I do agree with you. Keeping these transfer cases running strong relies on preventative maintenance, and paying attention to the tire diameters. Keeping the tires sizes within factory spec, and within each other will certainly keep things working well longer than stressing them with mismatched front/rear wheel/tire combo.


I've spent the last two years taking engineering classes that deal with just this kind of problem. I sat down this morning and did some hand calculations to get a rough idea of what kind of wear/tear we were really looking at. I based all of my calculations on your measured torque of 40ft-lbs, and our previously discussed 10.26 revs/mile tire size mismatch. Using some of my Mechanical Dynamics, and Thermodynamics books as reference material here is what I came up with.


The mismatch in revs/mile creates opposing forces on the viscous coupler. These forces must be accounted for within the mechanism, and most likely they are rejected to the fluid in terms of heat. With some assumptions on the capability of the fluid, the capacity, and a few other things. I came up with 2.73 hrs of drive time needed at 120mph to heat the fluid 300 degrees. Assuming half the heat creation rate at 60mph, that time to add 300 degrees to the fluid jumps to 5.47hrs. This is assuming that the fluid is not rejecting ANY heat to the casing, and subsequently cooling off at all. At that rate, I can see how many many people have had the VC live for extended periods of time with a significant tire size mismatch. I also included within those calculations a significant increase in the torque required (squared your value essentially) to spin the shafts at different speeds. That might or might not be a linear or exponential curve. I'm sure as the mismatch increases the force required to spin them increases as well though.


Keep in mind I'm still an engineering student, not a degree holding professional at this point, however I think I'm pretty close on this one. I'm going to run it past one of my professors at school tomorrow, and see if I'm off in my methodology anywhere.


My point in all this calculating and rambling is that I believe to the average user, that mismatch isn't significant enough to fail a VC in short order. I think the many anecdotal accounts of the mismatched tires still being daily driven somewhat supports that assertion. Combined with that someone with good preventative maintenance habits (like Mr. Hood) will be able to see that VC live longer than someone who never changes the T-Case oil at all. I would suspect if you could add a cooler to the T-Case, then you could get an even greater mismatch to live for a longer period of time. I've attached a PDF of my hand calcs for you to see how it works out. Let me know if you have any questions, or if I've missed something in my assumptions.


To finish out the questions, I think we are on the same page with what causes the front diff failure. A locked T-Case will certainly tear up the weaker front diff in short order. I thought you had implied that the mismatch alone was the culprit, and that I don't think could be the case. The locked center though, can be a serious issue. Also, the inertia from the vehicle that causes all of the wear and heat can only come from one place. The engine. The inertia is generated there, and while you are on track that the movement causes the damage, that movement is ultimately not possible without the motor running. If spinning those shafts truly takes 300+ ft-lbs, then that motor is going to be stressed significantly to make that happen, as it would be an addition to the required torque to simply move the truck.


At any rate, like I said above. I'm glad you're still around. A good sanity check from someone that pays attention to cause and effect as well as the experience in working on these unique vehicles in a general sense is an asset to the community. Hopefully some of the others will find the "You can catch more flies with honey" mentality!

Mike

Here is a link to the PDF......Can someone verify this works for me?

Dropbox.com Link to SyTy Viscous Coupler hand calculations
 
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2kwik4u

Resident slow guy
Re: Transfer Case and Viscous Coupler discussion

Here is the continuation.....

DaveP said:
Mike:

I'm impressed. I like your use of 'science' to chew on this 'problem'. I kind of understand the equations you used, and get your general drift towards how you approach this. I'll be interested in what your professor's input and thoughts may be. I have a couple of points for clarification.

You solve for heat-rise in the fluid temperature of the entire T-case. I completely agree that heat generated in the v-clutch (VC) will be transferred to the case fluid given time. My position is that the heat generated within the VC itself damages the plates, and eventually fuses them together, causing a locked condition. I understand that you used my torque input as the 'basis' for the level of heat-generation, and I'm surprised that it is as low as your findings say it is. I'm not disagreeing with the finding, I'm just surprised. I know that VC's fail in vehicles with mismatched tire sizes, and live almost indefinitely when tire sizes are very closely matched.

The VC is a very dense unit. Probably 7-8 lbs, and consists of a LOT (possibly as many as 100 plates?) of elements. LOTS of surface area. The silicon fluid within the VC does not circulate, or exchange with the lube fluid in the t-case itself. So "maintenance" interval or diligence has no bearing on VC life. I have seen very dark, even black fluid come out of these T-cases. Usually a case with a failed VC. I have also seen fluid that was contaminated with the VC's silicon fluid, which will also turn the ATF dark or black. But there's a silvery "shine" to the ATF when the silicon is present. So I concur, and have seen evidence that there is indeed heat-transfer to the fluid that gets it hot enough to 'burn it' to a black color, just like an automatic transmission can. I have a hard time believing it takes as long as your findings indicate it takes to get to these elevated temperatures, but I'm not going to argue with "science". Possibly some of your assumptions regarding input into the equations are too conservative, I don't know.

I'm just about positive it was Jeff and someone else of the JSM crew that cut a VC open on the lathe, and posted pictures of the internals. There were a LOT of elements in there. My instinct is that a LOT of heat could be generated internally before it was transferred to the fluid. There is not nearly as much exterior surface area on the VC housing as there is surface area of the elements. Once again, I understand you used my torque findings as the "level" of energy turned to heat to be dissipated. But your calculation seems to ignore how hot the internals of the VC can get vs the limited surface area of the VC shell's ability to radiate the heat into the fluid.

Anyway, thanks for the taking the time to work on this. Its refreshing to engage in discussion with someone that knows what they're talking about. I hope we have the pleasure of meeting in person sometime. Perhaps on my next visit to Jeff's, we can try to make that happen.

DaveP

2kwik4u said:
Dave,


Man, you have the best email structures I've seen in awhile. I wish I could organize my thoughts that well. It takes 5 revisions to get me where I'm somewhat organized in my thought-to-writing process. Well done sir.


Now, back to the "problem" at hand.


I was there when the JSM crew tore apart Jeremy's transfer case and looked inside the Viscous Coupler. If memory serves me, there is a picture floating around I took of Jeremys truck on cinder blocks in Jeffs driveway....Anyway, I would imagine I'm one of only a few who have actually seen the internal workings of the unit, considering it is non-serviceable otherwise. I feel I have a good grasp on it's workings.


I spoke with my professor yesterday. He has lead my classes on Mechanical Dynamics, Thermodynamics, Machine Elements, and Design Specifications (all of which I've passed with an "A" grade in the last two years :D). He is also a licensed Professional Engineer in the state of Indiana. Here's what he had to say.


- You're right on track with the viscous fluid being the first fluid to heat up. The ultimate goal would be to keep that fluid cool, however since the viscosity of that fluid is so high that isn't practical. The next best thing, exactly what GM did, is to put that entire unit in an oil bath. He mentioned a water bath would be even better due to the higher heat absorption rate of water, but that was impractical.
- Since the entire unit is completely submersed in fluid, or rather has fluid circulated over it by way of the internal chain "slinging" the fluid around, the heat generated by the shearing of the viscous fluid will be transferred to the oil bath fluid. This transfer rate will be high at first, and slow as the temperature difference between the fluids decreases.
- Ultimately, the heat generated by the shearing of the fluid has to go somewhere. There are several transfers happening, and to quantify them all would take exhaustive calculations. Conduction out of the ends of the coupler to the shafts, as well as convection within the fluid, then to the VC housing, then to the t-case fluid, then to the t-case housing, then finally to the surrounding air.
- His advice to determine the maximum allowable differential between front and rear was this; make a best guess, then go test. Test a LOT. Then apply a safety factor to avoid warranty issues, and write the spec.This sounds essentially what Audi has done with my wife's '06 A4. The manual specifies a maximum 5/32" tread wear difference between any two tires. Audi, calculated, tested, then spec'd the allowed difference. My professor's guess was that GM applied a hefty safety factor to the design, never wrote a spec, and essentially "crossed their fingers, and rolled the dice". This is shown from the number of users that "Haven't had a problem in years", as well as those that have experienced "immediate failure".
- He commented after I explained the debate that generated the question was this; "It sounds like there are already many people testing the coupler for GM. Some have found the limit, others have chosen to stay within the obvious low risk zone. Only the owner can determine if the problems are (as we called it) "negligible". "
- He then followed all of this up with the question on the cost of replacement. I couldn't put a good number on it off-hand in our hallway discussion, so we assumed a $750 complete replacement of the transfer case. His thoughts were that if a person is really that interested in running an offset tire size for either aesthetics or performance (although we both agreed that the offset tires sizes were a hindrance to performance), that the price of a semi-regular transfer case replacement should simply be figured into the cost. There was agreement that perhaps a 40-60k miles expected lifespan could be expected of the t-case should one daily drive it with a somewhat short commute, and that $750/40k miles might be worth it to some, and not to others. An interesting way of looking at it if nothing else.
- We were both curious if you had the chance in the future, to measure the torque it would take to create a 10.26 RPM differential within the coupler. Essentially you would need to apply whatever torque necessary to move the input 90 degrees of rotation in about 1.5 seconds or so. That would be the empirical data we would need to do the calculations at 60 mph with a 1% difference in tire size.


So there we have it. Problem of the Sy/Ty world #2,794,103 solved. Ultimately I think we've put a decent amount of energy into this problem, only to land about where we started. It's possible, but at not-completely-known expense. Negligible to some, unacceptable to others, those are subjective words that will apply to each persons situation differently. Hopefully the reading has been at least somewhat interesting.


Secondarily; I'm going to post at least some of the conversation on .net. We've gone through a good deal of math, as well as enlisted the help of a well qualified consultant, and I don't want to essentially "horde" the data to ourselves. I think it's worthwhile to put it out there, even if only a select few "get it". I'll weed out your name and any identifying data of yours if you like, but I think the information should still be shared. Let me know what you think, and I'll act accordingly.


Have a good Tuesday sir!

Mike
 

2kwik4u

Resident slow guy
Re: Transfer Case and Viscous Coupler discussion

An Interjection from the mutual friend that had been copied on all messages along the way

Mutual Friend said:
I have found this all interesting.

I don't have a lot to add, but I would agree with how dense the VC is, and yes I did take that one apart, I would agree that heat "could" be built up quicker than any heat transfer could possibly take place. I also find it odd that the metal plates basically rub against each other metal on metal, with a small amount of fluid thrown in. A torque convertor is the same principal, but has no metal on metal contact area.

As anyone that knows metal on metal in the right situation can gaul and seize almost instantly. In fact 2 weeks ago I had a machine attachment do just this, and the RPM was somewhere around 1/4 RPM. So it doesnt' take speed or even heat to gaul and seize.

As far as doing complicated math to calculate what is possible or not, that is way above my pay grade and I suspect above GM's also. The fact is in industry there is a lot more trial and error, crossing fingers than most want to admit.

DaveP said:
Good Morning, Tuesday:

I'm smiling. I SO enjoy interacting with brainy people. In a learning environment (which I try to make any opportunity into) smart people endeavor to make other smart people think. Even before I got to your last paragraph, I was thinking "this discussion should go in that thread, or one of its own" this is a great discussion. You don't have to edit my name; I'd actually prefer if you left it in.

One last thought regarding my position of avoiding VC failure. Your professor brought up cost. Another element of 'cost' of VC failure should be collateral damage. Such as broken front differentials, reduced fuel economy, and the cost of misdiagnosis and erroneous replacement of associated drive-train parts because the VC and T-case operation are so poorly understood by the "masses". And I still remember one peep that kept busting outer front axle CV's at highway speed. The sudden release of pent up energy when the CV popped sent him across 3 lanes of interstate traffic. These are also "costs" that have to be considered into the risk evaluation. Particularly the risk of loss-of-control by busting parts with a locked VC.

I really like your professor's input that this can be reduced to acceptance of risk/cost thresholds. I've also heard that phrase "make your best guess, then go test". His observation that "SyTy Owners have been doing lots of testing for GM" hits it out of the park. I think that's the bottom line. Some people will accept the risk that mismatch may cause problems, and others (like myself) don't like problems of any kind, so they will not accept any mismatch. I think this is a great conclusion to this discussion.

This has been really, really neat. Thanks for putting so much effort into it. I really like where this went. I'd suggest write an introduction as to what we did, and just copy/paste these emails into separate posts in a thread and let them become part of SyTy history.

Thanks for the learning opportunity.
Dave P
 

2kwik4u

Resident slow guy
Re: Transfer Case and Viscous Coupler discussion

So there you have it. A conversation with a good deal of useful data that can be thrown in the archives, and hopefully referrenced again in the future.

A few notes:

The calculations I did above, were all "ballpark" level calculations. I by no means intended them to be an exhaustive exploration of the thermodynamics, or mechanical dynamics of the transfer case internals. They are simply meant to make sure we knew which ball park we were in. There are a myriad of variables not considered, and it's an extremely complex mechanism that would require exhaustive caluclations to get an answer that would only be the basis of further hands on testing. We're past that at this point, however I think they served well to illustrate the point.

It should be noted that we didn't actually come to "one correct answer". The truth of the matter is that we are all willing to accept some level of risk in our choice of how to treat the drivelines within our trucks. Some have a very low acceptable risk level, others a very high acceptable risk level. This, of course, is also all very subjective. So keep that in mind as you make the decision on wether or not to run a mismatched tire diameter setup.

Finally.....There isn't anything earth shattering new in these emails. I do think this is the first I've seen in the last decade of posts where most all of the aspects of the decision have been condensed into ONE place. With the addition of some outside thoughts, and a few ballpark calculations, I obviously thought it warranted a new post. If anyone has anything to add, please feel free to do so, however I ask that the thread stay somewhat "clean" from bashing, flaming, etc, and stay on a somewhat technical nature.
 
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qbnkiller

Conflaguration Specialist
Re: Transfer Case and Viscous Coupler discussion

Why didn't you warn me to go get a cup of coffee before reading this? I don't like you anymore!

Thanks for the exercise the four of you have undertaken. It is my hope that we can keep this kind of analytical researching alive within our community - without the drama that sometimes accompany it.
 

hatrik8

Donating Member
Re: Transfer Case and Viscous Coupler discussion

I was reading that thread between Hood and DaveP when it began. After I read it, I was thinking about it quite a bit. Thanks for all the analysis and posting it up
 
Re: Transfer Case and Viscous Coupler discussion

Wow. Thannks for the info,


Sad to see Dave's demise like that, right in front of everyone. He became more and more cynical and more combative as time went by. Up until his complete self-destruction, I often wonder what was going on in his head during all this to make him think everyone is against him and that people purpose pick him out to stir up. Sounds like paranoid/shizophrenic behavior, almost :dunno:
 
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