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The proposed International Lubricant Standardization and Approval Committee (ILSAC) GF-2 specification requires Passenger Car Motor Oils to provide enhanced fuel economy in a modern low friction engine (Sequence VIA). This paper details fundamental studies of lubricant effects on fuel economy as measured by this low friction engine. Several conventional friction modifiers were tested with surprising results. One ester friction modifier, Ester B, which provides excellent fuel economy improvement in the Sequence VI, was found to be detrimental to the Sequence VIA. A second ester friction modifier, Ester A, performed as expected. Additionally, two molybdenum compounds, which are reported to provide excellent fuel economy in the Sequence VI, showed no fuel economy benefit in the Sequence VIA.

Intentionally adding water to oil, in the laboratory, provides an indication of the oil's ability to tolerate the presence of water. Various characteristics, such as emulsion, haze or separation, may be observed. Some blends of oil and water have been shown to form structures when left undisturbed. A visual, qualitative, storage test is capable of detecting this phenomenon as the presence or absence of structure. However, the time frame of formation can be on the order of days or weeks and is sensitive to handling and temperature effects. Quantitative methods are required for any evaluation of chemistry, temperature and handling effects on the rate and strength of structure formation. This paper describes rheological and electrical methods which directly and indirectly measure the tendency to form a structure at the molecular level, yielding rate of formation and strength information.

Statistically designed experiments were developed to investigate the nature of soot, to understand its role in oil viscosity growth, and to study the interactions involved with additives that inhibit viscosity growth. The matrix was designed to examine effects of engine type, mode of operation, and the oil formulations. Mack EM6-285 and GM 6.2L engines operating under both high speed and high torque conditions were used in this study. An API CE\SG quality lubricant was used as the baseline. The detergent sulfonate substrate was varied from standard to three-fold levels; the dispersant TBN contribution ranged from 1.1 to over 3.0. The surface and bulk exhaust soot properties were determined. Colloidal suspension stability and rheology were measured to evaluate the design factor effects on the formation of soot and subsequent effects on oil thickening. The Mack EM6-285 engine produced less soot, less oil viscosity growth, and less oxidation than the GM 6.2L engine.

Two prominent trends are facing diesel engine builders and their customers, environmental regulations and cost containment. Increasingly stringent exhaust emissions regulations have necessitated major changes in diesel engine design. Combustion temperatures and fuel injection pressures continue to rise. This and other factors, such as lower oil consumption for exhaust particulate reduction, place greater demands on crankcase lubricating oils. Another prominent environmentally related cost factor facing fleet operators is that of waste oil management. The inventory and disposal of used lubricants must now be handled in accordance with regulated guidelines and their associated costs. To compensate, new lubricant categories have been designed in both North America and Europe, such that 1994 and later emission controlled engines will perform as reliably as their earlier counterparts.

This paper presents the evaluation results from the EMA durability test on 25% high oleic sunflower oil/75% diesel fuel and 25% high oleic safflower oil/75% diesel fuel. The test results from both fuels were compared to the outcome for a standard diesel fuel. The fuels were compared based on the performance and emissions results including; power output, fuel consumption, CO, CO2, NO and HC and the carbon and lacquer residue formation on the internal parts of the engine. The results indicated no significant change in engine performance for the tested fuels, throughout the duration of the investigation. The carbon and lacquer residue formations were within a normal range for both fuels in comparison to the results from the fuel for standard diesel fuel.

The functions of engine oil are reviewed. The chemistry of engine oil additives and synthetics is described in terms for the non-chemist. The latest SAE engine oil viscosity classifications and API service designations are detailed. Developments underway to upgrade engine oil quality are discussed.

The authors provide evidence indicating that oils meeting only the minimum requirements of API GL-5 do not always provide adequate gear protection, especially in severe duty applications. Increases in commercial vehicle power and loading have accentuated the need for oils of greater load carrying ability. A modified version of the standard L-37 test may help identify oils that possess superior durability and thermal characteristics. Future gear lubricants should provide improved fuel economy, increased manual transmission life; and frictional characteristics that allow noise free performance in limited slip differentials.

In order to assess the field needs of engine oils to be used in methanol-fueled vehicles, six oils were run in a fleet test over a ten-month period under short-trip service conditions. The results from the field test were compared with results with the six oils in the laboratory engine tests which have been used to predict field performance with methanol fuel. A lack of correlation between the field test and the laboratory engine tests suggests that the laboratory tests need revisions to better serve field needs.

Additives are an integral part of today's fuels. Together with carefully formulated base fuel composition, they contribute to efficiency, dependability and long life of gasoline and diesel engines. As a primer, this paper describes the range of chemical additives formulated for gasoline and diesel fuel and their effects. Specific functions and benefits of additives, typical use levels, and test methods for evaluation are discussed. Additive usage may be divided into three major categories: a) to satisfy desired levels of performance in engines, b) to insure delivery of uncontaminated, on-specification fuels to the end user and c) achieve necessary chemical/physical properties as manufactured by the refiner.

This paper provides an overview of gear lubrication related to automotive equipment. A brief background in various aspects of lubrication, including lubrication theory, lubricant evaluation, performance designations, and formulation technology, is presented. This information is designed to assist those involved in the selection of automotive gear lubricants.

Emissions system durability may be influenced by many engine oil formulation variables. Previous studies have suggested that emissions system durability is optimized by high metal/phosphorus ratios. Reducing the level of phosphorus in the engine oils has also been suggested as a means of prolonging the efficiency of the catalytic converter. This paper explores engine oil formulation variables which may influence the efficiency of the emissions system. Phosphorus type and amount are examined as potential catalytic deactivators, as well as detergent metal interactions with the phosphorus. Dynamometer and over-the-road test data are presented which suggest that the volatility characteristics of the phosphorus component in the engine oil may influence the degree of catalyst contamination. To explore fully the many variables, however, will require an emissions performance test.

For a diesel lubricant to meet the new Mack EO-K/2 specification, it must be effective in preventing excessive viscosity increase during the 150-hour Mack T-7 test. The severity of this test is shown to be highly dependent upon fuel chemistry and injection timing. A comparison of various lubricant formulations in the Mack T-7 engine run with a given fuel suggests that nitrogen-containing succinimide dispersants, dispersant viscosity improvers, and supplemental ash in the form of overbased sulfonate detergents are effective in controlling viscosity increase. Crankcase oil thickening follows a modified form of Brinkman’s equation and can be predicted from measured values of soot particle size and concentration. Basic lubricant additives are shown to prevent particle size growth by adsorption on to the acidic soot surface, thereby interrupting soot aggregation and retarding oil thickening.

Multifunctional additives can compensate for lower quality diesel fuel. Performance and quality have been decreasing worldwide. This has resulted largely from increased use of heavier crude oils and more severe processing to achieve necessary fuel product mix. Fuel additives provide the refiner and marketer with an economic approach to restoring performance and quality. Additives can be formulated to solve many problems related to deposits and wear, which are major factors affecting engine power, economy, emissions and durability. They are of critical importance to the vehicle owner/ operator to maintain dependability and low operating cost. At the same time, the refiner benefits economically through the use of lower cost crudes, greater operational flexibility and ease of adjusting final fuel blends to meet specifications. Typical additive components include: detergent dispersants, inhibitors, stabilizers, cetane improvers, and flow improvers.

Classical journal bearing equations predict the function of oil flow in dissipating heat, thereby governing the effective viscosity of the lubricant in bearings. From this perspective, experimental dynamometer tests explored low speed, high load, high temperature, operation of four low viscosity oils. Test length was 48 hours using a 3.8L V-6 engine under steady state and cyclic conditions. With a 1.4 cP HTHSR viscosity oil the bearing distress appeared dependent on connecting rod bearing clearances serving to govern rate of oil flow through the main bearings. Front and rear main bearings exhibited severe overheat-distress. This was related to the design of the oil distribution system in the crankshaft. A severe cyclic acceleration test showed little bearing distress. Significant distress occurred only with an SAE 5W viscosity grade. SAE 5W-30 and 5W-40 multigrades showed no abnormal wear. Results were interpreted in terms of high temperature, high shear rate rheology of the test oils.

Additives are an integral part of today's fuels. Together with carefully formulated base fuel composition, they contribute to efficiency, dependability and long life of gasoline and diesel engines. As a primer, this paper describes the range of chemical additives formulated for gasoline and diesel fuel and their effects. Specific functions and benefits of additives, typical use levels, and test methods for evaluation are discussed. Additive usage may be divided into three major categories: a) to satisfy desired levels of performance in engines, b) to insure delivery of uncontaminated, on-specification fuels to the end user and c) achieve necessary chemical/physical properties as manufactured by the refiner.

In the first paper in this series (1)*, the extent of oil thickening for a given lubricant in the Mack T-7 engine test was found to be influenced by fuel composition. Based upon the knowledge that thickening is due to the accumulation and aggregation of soot in the oil, a set of experiments has been carried out to identify relationships between fuel chemistry and the oil thickening tendency of soot formed by fuel combustion. Three commercial diesel fuels were treated with chemical combustion aids and/or organic sulfur, and both short-duration and full-length tests were run in a Mack T-7 engine fitted with a filter designed to collect soot from the exhaust stream. A model describing the complex effects of fuel chemistry on the oil thickening process is proposed in which fuel sulfur content is shown to influence soot content of the lubricant after ISO hours of engine operation.

The intent of industry and OEM factory fill oil specifications is to ensure lubricant pumping performance at low temperatures through rheological measurements using the Mini Rotary Viscometer and Scanning Brookfield tests. Often these tests provide conflicting information, yet lubricant formulations must be optimized to meet requirements of both tests. At the root of this issue is how test information is interpreted, since ultimately it is that interpretation that influences how specifications are set. In this paper, we focus on understanding the Scanning Brookfield test's gelation index which is part of ILSAC GF-2 and GF-3 specifications; our objective is to understand what is measured and its relation to meaningful low temperature lubricant performance. We approach this objective by measuring the low temperature rheology of mineral oils and lubricants formulated from these oils.

This work presents a follow-up to previous efforts by the authors to investigate the susceptibility of gasoline direct injection (g-di) engines to deposit formation and the effect of those deposits on vehicle performance. A series of injector keep clean and clean up tests in base and additized fuels utilizing the ASTM D 5598 cycle provided a range of injector fouling levels. It is found that the g-di engine employed here is more susceptible to injector deposits than even the sensitive port fuel injected (PFI) engine used as industry reference in the D 5598 procedure. Injector keep clean and clean up performance of several representative deposit control chemistries are evaluated. In order to determine the effect of injector fouling on performance, emissions and driveability tests are performed on the vehicles at varying levels of injector fouling. Regulated emissions, particulates, fuel consumption and driveability are all shown statistically to be linked to injector fouling.

In API engine oil licensing, candidate oils must meet the performance requirements of category defined engine tests. While API category engine tests are developed to target a theoretical performance standard, it is rare that the cost to test and approve oils is understood. Given that engine tests are an integral part of oil evaluation, understanding of engine test value is necessary. Therefore, measurements of value are presented as Unbiased Engine Test Evaluation (UETE). UETE evaluates an engine test's draw on time and money resources by estimating the average number of tests required before a candidate oil will pass the category defined engine tests. A pilot study using the API CH-4 Category is presented.

The International Lubricant Standardization and Approval Committee (ILSAC) GF-2 specification requires Passenger Car Motor oils to provide enhanced fuel economy in a modern low friction engine (ASTM Sequence VIA). The durability of this fuel economy improvement is becoming increasingly important and will be address in the successor to the Sequence VIA, the Sequence VIB, which is currently under development for ILSAC GF-3. Previous investigations have indicated that the choice of detergent system and friction modifier has a large impact on the fuel economy of a lubricant. As a result of a study undertaken to further investigate these effects in a 1994 Ford Crown Victoria running the EPA Federal Test Procedure, a significant impact on tailpipe emissions was discovered. Detergent system affected both regulated emissions (hydrocarbon (HC), carbon monoxide (CO), and oxides of nitrogen (NOx) emissions), and non-regulated emissions (carbon dioxide emissions).