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This paper traces the evolution of the ASTM Test Monitoring Center (TMC) from its modest beginnings in 1976 to the present. Formed as an unbiased and non-aligned group within ASTM Subcommittee D02.B, the TMC operates a reference oil based calibration system that serves both the producers and users of automotive lubricants. Governed by the ASTM Test Monitoring Board, the center's primary mission is to calibrate engine dynamometer test stands used to conduct various ASTM test methods for evaluating lubricant performance. The core services of the TMC have remained the same over its nearly 25 year history. The center stores and distributes ASTM reference oils and is responsible for assuring, through the use of analytical testing, the quality and consistency of the oils. The number of reference oils handled by the TMC has steadily increased over time such that today the center inventories some 100 different formulations having a total volume of 65,000 gallons.

The U.S. Environmental Protection Agency (EPA) certifies gasoline deposit control additives for intake valve deposit (IVD) control utilizing ASTM D5500, a vehicle test using a1985 BMW 318i. Concerns with the age of the test fleet, its relevance in the market today, and the availability of replacement parts led the American Chemistry Council’s (ACC) Fuel Additive Task Group (FATG) to begin a program to develop a replacement. General Motors suggested using a 2.4L LE9 test engine mounted on a dynamometer and committed to support the engine until 2030. Southwest Research Institute (SwRI®) was contracted to run the development program in four Phases. In Phase I, the engine test stand was configured, and a test fuel selected. In Phase II, a series of tests were run to identify a cycle that would build an acceptable level of deposits on un-additized fuel. In Phase III, the resultant test cycle was examined for repeatability.

Water injection has been used to reduce the charge temperature and mitigate knocking due to its higher latent heat of vaporization compared to gasoline fuel. When water is injected into the intake manifold or into the cylinder, it evaporates by absorbing heat energy from the surrounding and results in charge cooling. However, the effect of detailed evaporation process on the combustion characteristics under gasoline direct injection relevant conditions still needs to be investigated. Therefore, spray study was firstly conducted using a multi-hole injector by injecting pure water and water-methanol mixture into constant volume combustion chamber (CVCC) at naturally aspirated and boosted engine conditions. The target water-fuel ratio was fixed at 0.5. Mie-scattering and schlieren images of sprays were analyzed to study spray characteristics, and evaluate the amount of water vaporization.

Dedicated-EGR™ (D-EGR™) is a concept where the exhaust of one dedicated cylinder (D-Cyl) is routed into the intake thus producing EGR to be used by the whole engine. The D-Cyl operates rich of stochiometric which produces syngas that enhances the EGR stream permitting faster combustion and greater knock mitigation. Operating an engine using D-EGR improves the knock resistance which can permit a higher compression ratio (CR) thereby increasing efficiency. One challenge of traditional D-EGR is that the D-Cyl combustion becomes unstable operating with both rich and EGR dilute conditions. Therefore, the ‘Split Intake D-EGR’ concept seeks to resolve this problem by feeding fresh air to the D-Cyl, thus allowing even richer operation in the D-Cyl which further increases the H2 and CO yield thereby enhancing the efficiency benefits.

In this work, a novel bearing test rig was used to evaluate the impact of oil viscoelasticity on friction torque and oil film thickness in a hydrodynamic journal bearing. The test rig used an electric motor to rotate a test journal, while a hydraulic actuator applied radial load to the connecting rod bearing. Lubrication of the journal bearing was accomplished via a series of axial and radial drillings in the test shaft and journal, replicating oil delivery in a conventional engine crankshaft. Journal bearing inserts from a commercial, medium duty diesel engine (Cummins ISB) were used. Oil film thickness was measured using high precision eddy current sensors. Oil film thickness measurements were taken at two locations, allowing for calculation of minimum oil film thickness. A high-precision, in-line torque meter was used to measure friction torque. Four test oils were prepared and evaluated.

Small engines which are friendly toward the environment are needed all over the world, whether the need is expressed in terms of energy efficiency, useful engine life, health benefits for the user, or emission regulations enacted to protect a population or an ecologically-sensitive area. Progress toward the widespread application of lower-impact small engines is being made through engine design, matching of engine to equipment and task, aftertreatment technology, alternative and reformulated fuels, and improved lubricants. This paper describes three research and development projects, focused on the interrelationships of fuels, lubricants, and emissions in Otto-cycle engines, which were conducted by Southwest Research Institute. All the work reported was funded internally as part of a commitment to advance the state of small engine technology and thus enhance human utility.

This program involved the detailed evaluation of a novel laser-based in-exhaust ammonia sensor using a diesel fuel-based burner platform integrated with an ammonia injection system. Test matrix included both steady-state modes and transient operation of the burner platform. Steady-state performance evaluation included tests that examined impact of exhaust gas temperature, gas velocity and ammonia levels on sensor response. Furthermore, cross sensitivity of the sensor was examined at different levels of NOX and water vapor. Transient tests included simulation of the FTP test cycles at different ammonia and NOX levels. A Fourier transform infrared (FTIR) spectrometer as well as NIST traceable ammonia gas bottles (introduced into the exhaust stream via a calibrated flow controller) served as references for ammonia measurement.

The introduction of the continuously variable transmission (CVT) by General Motors required the introduction of a test to evaluate fluid for the ECOTEC VTi transmission. With assistance from Van Doorne's Transmissie (VDT), the belt and sheave supplier for the transmission, a rig was constructed to test fluids in a transmission-like environment without the variability of in-vehicle testing. The test schedule includes testing for fluid friction coefficient, shear stability, and wear rating and is currently subject to further work aimed at confirming repeatability and discrimination. Once confirmed, the new procedure will become part of the DEX-CVT® specification for the new service fluids for the VT20/25E transmissions.

A recently developed in-cylinder fuel injection probe was used to deposit a small amount of liquid fuel on various surfaces within the combustion chamber of a 4-valve engine that was operating predominately on liquefied petroleum gas (LPG). A fast flame ionization detector (FFID) was used to examine the engine-out emissions of unburned and partially-burned hydrocarbons (HCs). Injector shut-off was used to examine the rate of liquid fuel evaporation. The purpose of these experiments was to provide insights into the HC formation mechanism due to in-cylinder wall wetting. The variables investigated were the effects of engine operating conditions, coolant temperature, in-cylinder wetting location, and the amount of liquid wall wetting. The results of the steady state tests show that in-cylinder wall wetting is an important source of HC emissions both at idle and at a part load, cruise-type condition. The effects of wetting location present the same trend for idle and part load conditions.

With increasing diesel engine emissions regulations and the desire to increase overall thermal efficiency of the engine, various combustion concepts have been explored. One of the potential pathways to higher efficiency is through reduction of in-cylinder heat transfer. In this paper, a concept aimed at decreasing in-cylinder heat transfer through increased piston temperature is explored. In order to increase piston temperature and ideally reduce in-cylinder heat transfer, a Zero-Oil-Cooling (ZOC) piston concept was explored. To study this concept, the test engine was modified to allow piston oil cooling to be deactivated so that its impact on parameters such as BTE, piston temperature, and emissions could be evaluated. The engine was equipped with in-cylinder pressure measurement for combustion analysis as well as a piston temperature telemetry system to evaluate piston crown temperature. This paper will discuss the process by which the engine was modified to achieve ZOC and tested.

In June of 2015, the Environmental Protection Agency and the National Highway Traffic Safety Administration issued a Notice of Proposed Rulemaking to further reduce greenhouse gas emissions and improve the fuel efficiency of medium- and heavy-duty vehicles. The agencies proposed that vehicle manufacturers would certify vehicles to the standards by using the agencies’ Greenhouse Gas Emission Model (GEM). The agencies also proposed a steady-state engine test procedure for generating GEM inputs to represent the vehicle’s engine performance. In the proposal the agencies also requested comment on an alternative engine test procedure, the details of which were published in two separate 2015 SAE Technical Papers [1, 2]. As an alternative to the proposed steady-state engine test procedure, these papers presented a cycle-average test procedure.

Piston ring and liner wear measurements and analyses were performed in a production 3.6L V6 gasoline engine with radiolabelled engine parts. Three isotopes were generated: one in the engine liner using surface layer activation; one each in the top ring face and top ring side using bulk activation. Real-time wear measurements and subsequent rates of these three surfaces were captured using the radioactive decay of the isotopes into the engine oiling system. In addition, surface roughness and wear profile measurements were carried out using white light interferometry. The results from Phase I provided insights on evolution of wear and wear rates in critical engine components in a gasoline engine. Phase II will extend this work further and focus on evaluating the fuel additive effects on engine wear.

Southwest Research Institute (SwRI) utilizes the burner-based Exhaust Composition Transient Operation LaboratoryTM (ECTO-Lab) to accurately simulate transient engines and replicate real exhaust that is produced by light and heavy-duty engines for aftertreatment aging and evaluations. This system can generate and dose NOX over transient cycles from a range of 20 ppm to 1200 ppm where the NOX is generated by the in-situ decomposition and combustion of a fuel-bound, nitrogen containing compound. During the combustion and decomposition of the nitrogen containing compound over 95 % of the NOX generated is in the form of NO. To authentically simulate exhaust gases, it is necessary to account for the distribution of the NO to the NO2. Since previous work has established that the decomposition of nitric acid can be utilized as a method to generate NO2, the objective of this project was to develop control of NO and NO2 within SwRI’s ECTO-Lab through the decomposition of nitric acid.

The Department of Transportation (DOT) National Highway Traffic Safety Administration (NHTSA) awarded a contract to Southwest Research Institute (SwRI) to conduct research and testing in the interest of motorcoach fire safety. The goal of this program was to develop and validate procedures and metrics to evaluate current and future detection, suppression, and exterior fire-hardening technologies that prevent or delay fire penetration into the passenger compartment of a motorcoach - in order to increase passenger evacuation time. The program was initiated with a literature review and characterization of the thermal environment of motorcoach fires and survey of engine compartments, firewalls, and wheel wells of motorcoaches currently in North American service. These characterizations assisted in the development of test methods and identification of the metrics for analysis. Test fixtures were designed and fabricated to simulate a representative engine compartment and wheel well.

The medium and heavy-duty powertrain industry trend is to reduce reliance on diesel fuel and is aligned with continued efforts of achieving ultra-low emissions and high brake efficiencies. Compression Ignition (CI) of late cycle Directly Injected (DI) Natural Gas (NG) shows the potential to match diesel performance in terms of brake efficiency and power density, with the benefit of utilizing a lower carbon content fuel. A primary challenge is to achieve stable ignition of directly injected NG over a wide engine speed and load range without the need for a separate ignition source. This project aims to demonstrate the CI of DI NG through experimental studies with a Single Cylinder Research Engine (SCRE), leading to the development of a mono-fueled NG engine with equivalent performance to that of current diesel technology, 25% lower CO2 emissions, and low engine out methane emissions.

Commercial vehicles require fast aftertreatment heat-up to move the SCR catalyst into the most efficient temperature range to meet upcoming NOX regulations while minimizing CO2. The focus of this paper is to identify the technology levers when used independently and also together for the purpose of NOX and CO2 reduction toward achieving 2027 emissions levels while remaining CO2 neutral or better. A series of independent levers including cylinder deactivation, LO-SCR, electric aftertreatment heating and fuel burner technologies were explored. All fell short for meeting the 2027 CARB transient emission targets when used independently. However, the combinations of two of these levers were shown to approach the goal of transient emissions with one configuration meeting the requirement. Finally, the combination of three independent levers were shown to achieve 40% margin for meeting 2027 transient NOx emissions while remaining CO2 neutral.

As part of the U.S. Environmental Protection Agency’s (EPA’s) continuing assessment of advanced light-duty automotive technologies in support of regulatory and compliance programs, a development project was started to study various test methods to benchmark Electric Drive Units (EDUs) consisting of an electric motor, inverter and a speed-reduction gearset. Several test methods were identified for consideration, including both in-vehicle testing of the complete EDU and stand-alone testing of the EDU and its subcomponents after removal from the vehicle. In all test methods explored, sweeps of speed and torque test points were conducted while collecting key EDU data required to determine efficiency, including motor torque and speed, direct current (DC) battery voltage and current into the inverter, and three-phase alternating current (AC) phase voltages and currents out of the inverter and into the electric motor.

A unique single cylinder engine was used to assess engine performance and combustion characteristics at three different strokes, with all other variables held constant. The engine utilized a production four-valve, pentroof cylinder head with an 86mm bore. The stock piston was used, and a variable deck height design allowed three crankshafts with strokes of 86, 98, and 115mm to be tested. The compression ratio was also held constant. The engine was run with a controlled boost-to-backpressure ratio to simulate turbocharged operation, and the valve events were optimized for each operating condition using intake and exhaust cam phasers. EGR rates were swept from zero to twenty percent under low and high speed conditions, at MBT and maximum retard ignition timings. The increased stroke engines demonstrated efficiency gains under all operating conditions, as well as measurably reduced 10-to-90 percent burn durations.

The widely accepted best practice for spark-ignition combustion is the four-valve pent-roof chamber using a central sparkplug and incorporating tumble flow during the intake event. The bulk tumble flow readily breaks up during the compression stroke to fine-scale turbulent kinetic energy desired for rapid, robust combustion. The natural gas engines used in medium- and heavy-truck applications would benefit from a similar, high-tumble pent-roof combustion chamber. However, these engines are invariably derived from their higher-volume diesel counterparts, and the production volumes are insufficient to justify the amount of modification required to incorporate a pent-roof system. The objective of this multi-dimensional computational study was to develop a combustion chamber addressing the objectives of a pent-roof chamber while maintaining the flat firedeck and vertical valve orientation of the diesel engine.

Predictive Signal Phase and Timing (SPAT) message set is one fundamental building block for vehicle-to-infrastructure (V2I) applications such as Eco-Approach and Departure (EAD) at traffic signal controlled urban intersections. Among the two complementary communication methods namely short-range sidelink (PC5) and long-range cellular radio link (Uu), this paper documents the work with long-range link: the complete data chain includes connecting to the traffic signals via existing backhaul communication network, collecting the raw signal phase state data, predicting the signal state changes and delivering the SPAT data via a geofenced service to requests over HTTP protocols. An Application Programming Interface (API) library is developed to support various cellular data transmission reduction and latency improvement techniques.