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The Engine Oil Industry Base Oil Interchange (BOI) and Viscosity Grade Read Across (VGRA) guidelines developed by the American Petroleum Institute (API) provide a means to significantly reduce the time to market for current technology engine oils. This process has several advantages including the public display of data and a consensus evaluation of the submitted data. The process also has several limitations including timeliness of the consensus process, and the applicability and flexibility of an all-encompassing, industry-wide guideline. An enhancement to the all-encompassing, industry-wide consensus process is the Single Technology Matrix (STM). The idea behind this approach is to use sufficient data from a single technology to develop and use BOI for that specific technology. The advantages of the STM include improved technical merit, timeliness and flexibility in establishing BOI.

Direct injection spark ignition (DISI) engine technology offers tremendous potential advantages in fuel savings and is likely to command a progressively increasing share of the European passenger vehicle market in the future. A concern is its propensity to form deposits on the inlet valve. In extreme cases, these deposits can lead to poor drivability and deteriorating emission performance. This inlet valve deposit build up is a well-known phenomenon in DISI engines since even additised fuel cannot wash over the back of intake valves to keep them clean. Two lubricants and two fuels were tested in a four car matrix. One of the lubricants was a fluid specifically developed by Lubrizol for DISI technology; the other was a baseline oil meeting Ford lubricants requirements and was qualified to ACEA A1/B1/ ILSAC GF2 performance level. Similarly, a baseline fuel was tested against an additised system.

Light trucks and sport utility vehicles (SUVs) have become extremely popular in the United States in recent years, but this shift to larger passenger vehicles has placed new demands upon the gear lubricant. The key challenge facing vehicle manufacturers in North America is meeting government-mandated fuel economy requirements while maintaining durability. Gear oils must provide long-term durability and operating temperature control in order to increase equipment life under severe conditions while maintaining fuel efficiency. This paper describes the development of a full-scale light duty axle test that simulates a variety of different driving conditions that can be used to measure temperature reduction properties of gear oil formulations. The work presented here outlines a test methodology that allows gear oil formulations to be compared with each other while accounting for axle changes due to wear and conditioning during testing.

Light trucks and sport utility vehicles (SUVs) have become extremely popular in the United States in recent years, but this shift to larger passenger vehicles has placed new demands upon the gear lubricant. The key challenge facing vehicle manufacturers in North America is meeting government-mandated fuel economy requirements while maintaining the durability required for severe service. In light truck/SUV applications, gear oils must provide operating temperature control under extreme conditions such as trailer-towing. Higher operating temperatures for prolonged periods can adversely affect metallurgical properties and reduce fluid film thickness, both of which can lead to premature equipment failures. In our view, operating temperature is an important indicator of durability. Unfortunately, lubricants optimized for temperature control do not always provide the best fuel economy.

The continued development of more powerful aviation turbine engines has demanded greater thermal stability of the fuel as a high temperature heat sink. This in turn requires better definition of the thermal stability of jet fuels. Thermal stability refers to the deposit-forming tendency of the fuel. It is generally accepted that dissolved oxygen initiates the deposition process in freshly refined fuels. While there are many tests that are designed to measure or assess thermal stability, many of these either do not display sufficient differentiation between fuels of average stability (JP-8) and intermediate stability (JP-8+100, JP-TS), or require large test equipment, large volumes of fuels and/or are costly. This paper will discuss the use of three laboratory tests as “concept thermal stability prediction” tools with aviation fuels, including Jet A-1 or JP-8, under JP8+100 test conditions.

Four 1998 Mitsubishi Carismas, two equipped with direct injection and two with port fuel injection engines, were tested in 20,100 km intervals to determine the effect of mileage accumulation cycle, engine type, fuel and lubricant on vehicle deposits and emissions, acceleration and driveability performance. The program showed that engine fuel system deposits, including specifically those on intake valves, combustion chambers and injectors are formed in higher amounts in the GDI engine than the PFI engine. The fuel additive used reduced injector deposits and combustion chamber deposits in the GDI, but had no significant effect on intake valve deposits, which are affected by crankcase oil formulation. In GDI vehicles, deposited engines were found to have increased hydrocarbon and carbon monoxide emissions and poorer fuel economy and acceleration, but lower particulate emissions.

Four 1998 Mitsubishi Carismas, two equipped with direct injection (GDI) and two with port fuel injection engines (PFI) were tested in a designed experiment to determine the effect of mileage accumulation cycle, engine type, fuel and lubricant type on engine wear and engine oil performance parameters. Fuel types were represented by an unadditised base fuel meeting EEC year 2000 specifications and the same base fuel plus synthetic deposit control additive packages. Crankcase oils were represented by two types (1) a 5W-30 API SJ/ILSAC GF-2 type engine oil and (2) a 10W-40 API SH/CF ACEA A3/ B3-96 engine oil. The program showed that specific selection of oil additive chemistry may reduce formation of intake valve deposits in GDI cars.. In general, G-DI engines produced more soot and more pentane insolubles and were found to be more prone to what appears to be soot induced wear than PFI engines.

Carefully controlled intake valve deposit (IVD) cleanup testing is found to be an effective method for differentiating the effect of the deposit control additives on combustion chamber deposits (CCD). The IVD buildup procedure produces a consistent initial level of CCD that the cleanup additive, the additive of interest, continues to build on until the end of the cleanup test. This “end of cleanup” CCD is found to be as repeatable and differentiable a measurement as tests run under the more common “keep clean” type operation. While IVD cleanup testing induces a mid-test disturbance in the form of the end of buildup measurement, it aligns well with two key CCD protocols in terms of the higher additive treat rates used and the extended total test length. In an analysis of results from IVD cleanup tests run using four different engine/vehicle procedures on seven different additives, several findings stood out.

The Nissan KA24E engine test is designated to replace the Ford Sequence VE engine test as the low temperature valve train wear requirement for ILSAC (International Lubricant Standardization and Approval Committee) GF-3. The KA24E (recently designated the Sequence IV A) represents much of the current world-wide material and design technology while retaining the sliding cam/follower contact found in earlier engine designs. The work presented here is the first of two reports. In this first report, the physical and chemical environment the KA24E engine presents a lubricant is characterized and compared to those of the Sequence VE engine. Valve train materials and wear modes are investigated and described. Although chemical analysis of drain oils indicate the KA24E procedure does not degrade the lubricant to the extent seen in the Sequence VE test, valve train wear appears to proceed in a similar manner in both tests.

The work presented here is the second of two papers investigating the KA24E engine test. The first paper characterized the KA24E engine in terms of the physical and chemical operating environment it presents to lubricants. The authors investigated oil degradation and wear mechanisms, and examined the differences between the KA24E and the Sequence VE engine tests. It was shown that while the KA24E does not degrade the lubricant to the extent that occurs in the Sequence VE, wear could be a serious problem if oils are poorly formulated. This second paper examines the wear response of the KA24E to formulation variables. A statistically designed matrix demonstrated that the KA24E is sensitive to levels of secondary zinc dialkyldithiophosphate (ZDP), dispersant and calcium sulfonate detergent. This matrix also showed that the KA24E appears to have good repeatability for well formulated oils and is a reasonable replacement for the wear component of the Sequence VE.

Multigrade automotive lubricants contain polymeric viscosity modifiers which enable the oil to provide adequate hydrodynamic lubrication at high temperatures and good starting/pumping performance at low temperatures. Under operating conditions in engines, transmissions and gear boxes, polymeric additives undergo both temporary and permanent viscosity loss. The former is caused by flow orientation and the latter by molecular chain scission. Whatever the mechanism, original equipment manufacturers are interested in maintaining a minimum level of hydrodynamic viscosity from oil change to oil change. This is often expressed as a “stay-in-grade” requirement. Commercial viscosity modifiers (VM) span a wide range of chemistries and molecular architectures.

A 100-hour engine dynamometer test for intake valve deposits (IVD) which uses a Ford 2.3L engine was developed by the Coordinating Research Council (CRC). Recently, this test has been approved by the American Society for Testing and Materials (ASTM) as Test Method D 6201-97. Since this test offers improvements in test variability, duration, and cost, it is expected to replace ASTM D 5500-94, a 16,000-km vehicle test run using a BMW 318i, as the key performance test for the Certification of Gasoline Deposit Control Additives by the EPA Final Rule. As a step in the replacement process, a correlation between valve deposit levels for the CRC 2.3L Ford IVD test and ASTM D 5500 BMW IVD test must be determined. This paper provides a statistical review of available data in an attempt to provide such a correlation.

Mist generated from water-soluble fluids used in machining operations represents a potentially significant contribution to worker exposure to airborne particles. Part I of this study [1], discussed polymer additives as mist suppressants for straight mineral oil metalworking fluids (MWF), which have been successfully employed at several locations. This paper focuses on recent developments in polymer mist suppressants for water-based MWF, particularly in the production environment. The polymer developed and tested in this study functions on a similar basis to that for straight oil anti-mist additives. This water soluble polymer suppresses the formation of small mist droplets and results in a distribution of larger droplet sizes. These larger droplets tend to settle out near the point of machining, resulting in a significant decrease in the total airborne mist concentration.

All automotive gear oils must satisfy a series of standard industry or Original Equipment Manufacturer (OEM) tests. These usually include bench, axle dynamometer, and field tests. However, product development testing must extend beyond satisfying standard test protocols. This is especially true as increased emphasis is placed on extending oil drain intervals and increasing equipment life in the face of greater performance demands through new heavy-duty vehicle designs. End-users ultimately benefit from extended oil drain intervals and increased equipment life. However, the effort to achieve both initiatives will prove successful only through careful development and selection of the proper performance additives and base fluids. Also, a broad focus must be maintained to satisfy all lubricant requirements. These requirements build on a solid base of standard features and include new features that stretch the current envelope of gear oil performance.

Multifunctional or universal lubricating oils which service both gasoline and diesel engines have gained widespread commercial acceptance. Since 1970, numerous changes and additions have altered the performance tests and specifications which define the quality of these lubricants. New parameters include single cylinder and multicylinder diesel engine testing, valve train wear protection, clutch plate friction retention, extended drain interval and lubricant related fuel economy. In response to these requirements, new additive systems were developed. This paper discusses observed base oil-additive-engine test interactions and compares the performance of one of these additive systems to that of the old.

Studies of selected automotive gear lubricants in heavy truck tandem axles and transmissions have revealed improvements in fuel economy associated with the viscosity of lubricants tested (grades 75W, 75W-90, and 80W-140). The testing included a heavy truck on-highway fleet test and test track operation. Standard laboratory gear tests on light viscosity monograde (SAE 75W) oils indicate that oils of this type may be deficient in EP protection. Combined observations show that there may be a critical balance between axle lubricant fuel economy benefits and axle durability in field service.

It has been recognized for many years that multipurpose axle lubricants give rise to much higher axle break-in temperatures than lead-soap, active-sulfur or sulfur-chlorine-lead lubricants. Evaluation of differences in axle lubricant break-in temperature between the various multipurpose gear lubricants has been complicated by lack of repeatability and reproducibility. The work described in this paper shows that one of the most important variables affecting axle break-in temperature, under the conditions of the test technique used, was torsional axle preload and that control of dimensional preload in itself is not sufficient to ensure good test repeatability. The test technique described here has been used to evaluate the axle lubricant break-in temperature properties of several sulfur-phosphorus multipurpose gear lubricants.