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This paper outlines the history and background of the NLGI (formerly known as the National Lubricating Grease Institute) lubricating grease specifications, GC-LB classification of Automotive Service Greases as well as details on the development of new requirements for their High-Performance Multiuse (HPM) grease certification program. The performance of commercial lubricating grease formulations through NLGI's Certification Mark using the GC-LB Classification system and the recently introduced HPM grease certification program will be discussed. These certification programs have provided an internationally recognized specification for lubricating grease and automotive manufacturers, users and consumers since 1989. Although originally conceived as a specification for greases for the re-lubrication of automotive chassis and wheel bearings, GC-LB is today recognized as a mark of quality for a variety of different applications.

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.

Excessive soot concentration in the lubricant promotes excessive wear on timing chains. The relationship between chain wear and soot concentration, morphology, and nanostructure, however, remains inconclusive. In this work, a chain wear test rig is used to motor a 1.3 L diesel engine following the speed profile of a Worldwide Harmonized Light Vehicle Test Cycle (WLTC). The lubricant oil was loaded with 3% carbon black of known morphology. The chain length is measured at regular intervals of 20 WLTC cycles (i.e. 10 hours) and the wear is expressed as a percentage of total elongation. Oil samples were collected and analysed with the same frequency as the chain measurements. Carbon black morphology and nanostructure were investigated using Dynamic Light Scattering (DLS) and Transmission Electron Microscopy (TEM).

An ad hoc working group (WG) “AG1” was formed by ISO/TC22/SC34 [1] to conduct the necessary research to mitigate concerns with the prediction of lubricity in paraffinic diesel fuel (e.g., renewable diesel [RD] and gas-to-liquids [GTL] fuel), using ISO 12156-1 [2] high-frequency reciprocating rig (HFRR). Several field complaints had been raised regarding anomalies with HFRR readings of RDs not accurately predicting the lubricity of the fuel. Specific reports include readings below the 460 μm wear scar diameter (WSD) limit may still allow excessive scuffing and wear. Generally, for all fuels, there is a deterioration in precision (measurement error) in the 350 μm-500 μm range. The Paraffinic Diesel Fuel Lubricity AG1 was given the mandate to execute its work tasks comprising the below-listed deliverables while embracing the concept of continuous improvement.

The Hot Tube Test is a bench test commonly used by OEMs, Oil Marketers and Lubricant Additive manufacturers within the Small Engines industry. The test uses a glass tube heated in an aluminum block to gauge the degree of lacquer formation when a lubricant is subjected to high temperatures. This test was first published by engineers at Komatsu Ltd. (hence KHT) in 1984 to predict lubricant effects on diesel engine scuffing in response to a field issue where bulldozers were suffering from piston scuffing failures [1]. Nearly 35 years after its development the KHT is still widely used to screen lubricant performance in motorcycle, power tool and recreational marine applications as a predictor of high-temperature piston cleanliness - a far cry from the original intended performance predictor of the test. In this paper we set out to highlight the shortcomings of the KHT as well as to identify areas where it may still be a useful screening tool as it pertains to motorcycle applications.

Fuel economy is not an absolute attribute, but is highly dependent on the method used to evaluate it. In this work, two test methods are used to evaluate the differences in fuel economy brought about by changes in engine oil viscosity grade and additive chemistry. The two test methods include a chassis dynamometer vehicle test and an engine dynamometer test. The vehicle testing was conducted using the Federal Test Procedure (FTP) testing protocol while the engine dynamometer test uses the proposed American Society for Testing and Materials (ASTM) Sequence VIE fuel economy improvement 1 (FEI1) testing methodology. In an effort to improve agreement between the two testing methods, the same model engine was used in both test methods, the General Motors (GM) 3.6 L V6 (used in the 2012 model year Chevrolet™ Malibu™ engine). Within the lubricant industry, this choice of engine is reinforced because it has been selected for use in the proposed Sequence VIE fuel economy test.

The operating conditions of a typical motorcycle are considerably different than those of a typical passenger car and thus require an oil capable of handling the unique demands. One primary difference, wet clutch lubrication, is already addressed by the current JASO four-stroke motorcycle engine oil specification (JASO T 903:2011). Another challenge for the oil is gear box lubrication, which may be addressed in part with the addition of a gear protection test in a future revision to the JASO specification. A third major difference between a motorcycle oil and passenger car oil is the more severe conditions an oil is subjected to within a motorcycle engine, due to higher temperatures, engine speeds and power densities. Scooters, utilizing a transmission not lubricated by the crankcase oil, also place higher demands on an engine oil, once again due to higher temperatures, engine speeds and power densities.

Increasing vehicle efficiency has been one of the key drivers of the automotive industry worldwide due to new government emission legislations and rising fuel costs. While original equipment manufacturers (OEMs) are responding with innovative hardware designs for new models, lubricant companies are developing additive solutions to reduce frictional losses in the engine thereby increasing fuel economy of both new and existing vehicles. Fuel efficiency of the vehicle can be measured in a variety of driving cycles, including the New European Driving Cycle (NEDC), Japanese JC-08, and FTP-75 (Federal Test Procedure). The type of vehicle used in fuel economy evaluation in the same cycle plays a significant role. Fuel consumption rates for the same vehicle measured in these driving cycles vary due to the differences in the cycles. Thus, to assess the effect of the lubricant on fuel efficiency in various cycles, the fuel consumption is measured relative to a reference oil.

The introduction of fatty acid methyl ester (FAME) into the diesel pool has led to an increase in the incidence of diesel fuel filter blocking. In contrast to conventional diesel, filter blocking events can occur above a fuel's Cloud Point (CP). It has been shown that this phenomenon is due to trace levels of impurities carried over from the original oil source into the final fuel. The two species identified as being the main cause of the filtration problems are saturated monoglycerides (sMG) and sterol glucosides (SG). Reported in this paper is an extensive study completed to understand the impact that these impurities have on the filterability of FAME and FAME containing fuels. This has been investigated using laboratory based filterability tests that incorporate a specific cold soak and the critical contaminant levels causing failure have been determined.

Wet clutch friction devices are the primary means by which torque is transmitted through many of today's modern vehicle drivelines. These devices are used in automatic transmissions, torque vectoring devices, active on-demand vehicle stability systems and torque biasing differentials. As discussed in a previous SAE paper ( 2006-01-3271 - Next Generation Torque Control Fluid Technology, Part II: Split-Mu Screen Test Development) a testing tool was developed to correlate to full-vehicle split-mu testing for limited slip differential applications using a low speed SAE #2 friction test rig. The SAE #2 Split-Mu Simulation is a full clutch pack component level friction test. The purpose of this test is to allow optimization of the friction material-lubricant hardware system in order to deliver consistent friction performance over the life of the vehicle.

Wet clutch friction devices are the primary means by which torque is transmitted in many of today's modern vehicle drivelines. These devices are used in automatic transmissions, torque vectoring devices, active on-demand vehicle stability systems, and torque biasing differentials. As discussed in a previous SAE paper ( 2006-01-3270 - Next Generation Torque Control Fluid Technology, Part I: Break-Away Friction Slip Screen Test Development), a testing tool was developed to simulate a limited slip differential break-away event using a Full Scale-Low Velocity Friction Apparatus (FS-LVFA). The purpose of this test was to investigate the fundamental interactions between lubricants and friction materials. The original break-away friction screen test, which used actual vehicle clutch plates and a single friction surface, proved a useful tool in screening new friction modifier technology.

Limited technical studies to speciate particulate matter (PM) emissions from gasoline fueled vehicles have indicated that the lubricating oil may play an important role. It is unclear, however, how this contribution changes with the condition of the lubricant over time. In this study, we hypothesize that the mileage accumulated on the lubricant will affect PM emissions, with a goal of identifying the point of lubricant mileage at which PM emissions are minimized or at least stabilized relative to fresh lubricant. This program tested two low-mileage Tier 2 gasoline vehicles at multiple lubricant mileage intervals ranging from zero to 5000 miles. The LA92 cycle was used for emissions testing. Non-oxygenated certification fuel and splash blended 10% and 20% ethanol blends were used as test fuels.

Life Cycle Assessment (LCA) is a methodology used to determine quantitatively the environmental impacts of a range of options. The environmental community has used LCA to study all of the impacts of a product over its life cycle. This analysis can help to prevent instances where a greater degree of environmental harm results when changes are made to products based on consideration of impacts in only part of the life cycle. This study applies the methodology to engine lubricants, and in particular chlorine limits in engine lubricant specifications. Concern that chlorine in lubricants might contribute to emissions from vehicle exhausts of polychlorinated dibenzo-p-dioxins (PCDD) and polychlorinated dibenzofurans (PCDF), collectively called PCDD/F, led to the introduction of chlorine limits in lubricant specifications. No direct evidence was available linking chlorine in lubricants to PCDD/F formation, but precautionary principles were used to set lubricant chlorine limits.

A variety of additives are used in automotive diesel fuel to meet specification limits and to enhance quality. For example, lubricity additives and cold flow improvers are used to meet specifications whilst diesel detergents further enhance the quality of the fuel. Recently, several premium fuels that use high levels of diesel detergents and, in some cases, cetane improver have been introduced in the market place. The purpose of the work carried out was to assess the potential impact of these additives on vehicle performance. In order to do this, a fuel free of any additive was treated with very high levels of all the diesel fuel additives currently used to meet specification limits and to enhance diesel fuel performance. A common rail vehicle using an advanced common rail system was then driven in a controlled manner for 50.000 km. Emissions and driveability tests took place at 0km to provide baseline data.

Phosphorus is known to reduce effectiveness of the three-way catalysts (TWC) commonly used by automotive OEMs. This phenomenon is referred to as catalyst deactivation. The process occurs as zinc dialkyldithiophosphate (ZDDP) decomposes in an engine creating many phosphorus species, which eventually interact with the active sites of exhaust catalysts. This phosphorous comes from both oil consumption and volatilization. Novel low-volatility ZDDP is designed in such a way that the amounts of volatile phosphorus species are significantly reduced while their antiwear and antioxidant performances are maintained. A recent field trial conducted in New York City taxi cabs provided two sets of “aged” catalysts that had been exposed to GF-4-type formulations. The trial compared fluids formulated with conventional and low-volatility ZDDPs. Results of field test examination were reported in an earlier paper (1).

The popularity of SUVs and light trucks in North America, combined with the return to rear-wheel-drive cars globally, is significantly increasing the installation of torque control devices that improve vehicle stability and drivability. As with other driveline hardware, it is important to optimize the friction material-lubricant-hardware system to ensure that a torque control device provides consistent performance over the life of the vehicle. While there are many publications on friction tests relevant to automatic transmission fluids, the literature relating to torque control testing is not as well developed. In this paper, we will describe a split-mu vehicle test and the development of a split-mu screening test. The screening test uses the SAE#2 friction test rig and shows how results from this test align with those from actual vehicle testing.

Cloud point depressants (CPD) have been successfully used for many years in low-sulfur diesel fuels. For over ten years, custom-designed, specialty polymer chemistry has enabled refiners to meet cloud point (CP) guidelines with substantially less kerosene. This translates into greater refined yields through cut-point adjustment upgrades and the potential for diverting kerosene to more lucrative market opportunities, such as jet fuel. The practice of cut-point downgrades to gas oil can be costly because diesel fuel generally has greater value. Kerosene dilutions have historically been as high as 30%-40% by volume with low-sulfur diesel fuels [1, 2]. While kerosene addition enables fuels to reach CP guidelines, it may negatively impact the fuel's energy content, cetane number, lubricity, flash point and density. Properly designed CP additives are able to substantially reduce or even eliminate the need for kerosene, thus substantially reducing refinery costs.

The popularity of light trucks and sport utility vehicles (SUVs), coupled with growing consumer demand for vehicles with more size, weight and horsepower, has challenged the original equipment manufacturers' (OEM) ability to meet the Corporate Average Fuel Economy (CAFE) specifications due to the increased contribution of these vehicle classes on fleet averages. The need for improved fuel economy is also a global issue due to the relationship of reduced fuel consumption to reduced CO2 emissions. Vehicle manufacturers are challenged to match the proper fluid with the application to provide the required durability protection while maximizing fuel efficiency. Recent new viscosity classifications outlined under SAE J306 aid in more tightly defining options for lubricant choice for a given application. Changes to the SAE J306 viscosity classification define new intermediate viscosity grades, SAE 110 and SAE 190.

The constant velocity joint (CVJ) has seen increased usage driven by the growth of front wheel drive vehicles over the last 30 years. The CVJ provides a smooth, dynamic connection between the output of the axle or gearbox and the driving wheels of the vehicle. The seemingly simple device, however, requires specially designed greases to maximize protection of the internal components from distress and provide optimum performance and service life. One measure of potential distress in the CVJ can be related to temperature rise which is a reflection of the friction and wear properties of the grease employed. A test rig was designed and a method created to evaluate the temperature response of different greases used in a CVJ. The test rig was designed to allow a wide range of speeds, torques and shaft angles to be used. The rig uses a unique temperature pickup system to allow for dynamic measurement of the grease temperature in the boot.

Global emission legislations for diesel engines are becoming increasingly stringent. While the exhaust gas composition requirements for prior iterations of emission legislation could be met with improvements in the engine's combustion process, the next issue of European, North American and Japanese emission limits greater than 2005 will require more rigorous measures, mainly employment of exhaust gas aftertreatment systems. As a result, many American diesel OEMs are considering NOx adsorbers as a means to achieve 2007+ emission standards. Since the efficacy of a NOx adsorber over its lifetime is significantly affected by sulfur (“sulfur poisoning”), forthcoming reductions in diesel fuel sulfur (down to 15 ppm), have raised industry concerns regarding compatibility and possible poisoning effects of sulfur from the lubricant.