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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.

The project objective was to generate experimental data to evaluate the impact of metals doped B20 on DPF ash loading and performance compared to that of conventional petrodiesel. Accelerated ash loading was conducted on two DPFs – one exposed to regular diesel fuel and the other to B20 containing metal dopants equivalent to 4 ppm B100 total metals (currently total metals are limited to 10 ppm in ASTM D6751, the standard for B100). Periodic performance evaluations were conducted on the DPFs at 10 g/L ash loading intervals. After the evaluations at 30 g/L, the DPF was cleaned with a commercial DPF cleaning machine and another round of DPF evaluations were conducted. A comparison of the effect of ash loading with the two fuels and DPF cleaning is presented. The metals doped B20 fuel resulted in ash that was similar to that deposited when exposed to ULSD (lube oil ash) and exhibited similar ash cleaning removal efficiency.

This project’s objective was to generate experimental data to evaluate the impact of metals doped B20 on diesel particle filter (DPF) ash loading and performance compared to that of conventional petrodiesel. The effect of metals doped B20 vs. conventional diesel on a DPF was quantified in a laboratory controlled accelerated ash loading study. The ash loading was conducted on two DPFs – one using ULSD fuel and the other on B20 containing metals dopants equivalent to 4 ppm B100 total metals. Engine oil consumption and B20 metals levels were accelerated by a factor of 5, with DPFs loaded to 30 g/L of ash. Details of the ash loading experiment and on-engine DPF performance evaluations are presented in the companion paper (Part I). The DPFs were cleaned, and ash samples were taken from the cleaned material. X-ray Fluorescence (XRF), X-Ray Photoelectron Spectroscopy (XPS) and X-Ray Diffraction (XRD) were conducted on the ash samples.

The engine power cylinder is comprised of the piston, piston rings, and cylinder. It accounts for a significant amount of total engine friction within reciprocating, internal combustion engines. Reducing power cylinder friction is key to the development of efficient internal combustion engines. However, isolating individual power cylinder tribocouples for detailed analysis can be challenging. In this work, a new reciprocating liner test rig is developed and introduced. The rig design is novel, using a stationary piston and a reciprocating cylinder liner. Friction is calculated from the force measured in the connecting rod which supports the piston. The rig allows for independent control of peak cylinder pressure, speed, and lubricant temperature. Using the newly developed test rig, several technologies for friction reduction are evaluated and compared.

This paper describes a new method for measuring oil consumption using laser induced breakdown spectroscopy (LIBS). LIBS focuses a high energy laser pulse on a sample to form a transient plasma. As the plasma cools, each element produces atomic emission lines which can be used to identify and quantify the elements present in the original sample. In this work, a LIBS system was used on simulated engine exhaust with a focus on quantifying the inorganic components (termed ash) of the particulate emissions. Because some of the metallic elements in the ash almost exclusively result from lube oil consumption, their concentrations can also be correlated to an oil consumption rate. Initial testing was performed using SwRI’s Exhaust Composition Transient Operation Laboratory®(ECTO-Lab®) burner system so that oil consumption and ash mass could be precisely controlled.

The transport of fuel-borne additives into the engine oil is a critical factor for the efficacy with which the additive functionality can be imparted on the engine. This paper describes the combination of Laser Induced Fluorescence (LIF) and Liquid Chromatography (LC) to determine the real-time additive concentrations and transfer ratios in a spark-ignition, 2-liter GM LHU engine. The current research used a continuous sample circuit from the engine sump which passed through an integrating cavity flow cell to enhance the LIF signal. In the absence of a fluorescence signature of any of the native additive species, a suitable fluorescing dye was selected to simulate the additive. After establishing rigorous calibration curves, LC was employed as a referee method to do a direct comparison with the LIF determined dye concentrations.

Increased electrification of future heavy-duty engines and vehicles can enable many new technologies to improve efficiency. Electrified oil pumps are one such technology that provides the ability to reduce or turn off the piston oil cooling jets and simultaneously reduce the oil pump flow to account for the reduced flow rate required. This can reduce parasitic losses and improve overall engine efficiency. In order to study the potential impact of reduced oil cooling, a GT-Power engine model prediction of piston temperature was calibrated based on measured piston temperatures from a wireless telemetry system. A simulation was run in which the piston oil cooling was controlled to target a safe piston surface temperature and the resulting reduction in oil cooling was determined. With reduced oil cooling, engine BSFC improved by 0.2-0.8% compared to the baseline with full oil cooling, due to reduced heat transfer from the elevated piston temperatures.

Low-Speed Pre-ignition (LSPI) is an undesirable abnormal combustion phenomenon observed in turbocharged, direct-injection spark-ignition engines and is characterized by early heat release, high cylinder pressures and severe, potentially damaging knock. LSPI has been studied for more than a decade and engine design, operating conditions and fuel and engine oil formulations have all been identified as contributing factors. A significant focus on engine oil has led to the establishment of the Sequence IX engine test and the second-generation of GM dexos® oil requirements, as well as a convergence of engine oil detergent causality. Conclusions about the effects of fuel on LSPI have been more varied, but as part of a recently completed research consortium, the LSPI tendency of market fuels with a range of properties, including composition, boiling point distribution, ethanol content and particulate matter index (PMI) were evaluated.

Stochastic or Low-Speed Preignition (SPI or LSPI) is an undesirable abnormal combustion phenomenon encountered in spark-ignition engines. It is characterized by very early heat release and high cylinder pressure and can cause knock, noise and ultimately engine damage. Much of the focus on mitigating SPI has been directed towards the engine oil formulation, leading to the emergence of the Sequence IX test and second-generation GM dexos® oil requirements. Engine design, calibration and fuels also contribute to the prevalence of SPI. As part of a recently completed research consortium, a series of engine tests were completed to determine the impact of fuel composition on SPI frequency. The fuel blends had varying levels of paraffins, olefins, aromatics and ethanol.

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.

Motorcycle OEMs faced with stringent global fuel economy and emission regulations are being forced to develop new hardware and emissions control technologies to remain compliant. Motorcycle oils have become an enabling technology for the development of smaller, more efficient engines operating at higher power density. Many OEMs have therefore become reliant on lubricants to not only provide enhanced durability under more extreme operating conditions, but to also provide fuel economy benefits through reduced energy losses. Unlike passenger car oils that only lubricate the engine, motorcycle oils must lubricate both the engine and the drive train. These additional requirements place different performance demands versus a crankcase lubricant. The drive train includes highly loaded gears that are exposed to high pressures, in turn requiring higher levels of oil film strength and antiwear system durability.

Many studies on low speed pre-ignition have been published to investigate the impact of fuel properties and of lubricant properties. Fuels with high aromatic content or higher distillation temperatures have been shown to increase LSPI activity. The results have also shown that oil additives such as calcium sulfonate tend to increase the occurrence of LSPI while others such as magnesium sulfonate tend to decrease the occurrence. Very few studies have varied the fuel and oil properties at the same time. This approach is useful in isolating only the impact of the oil or the fuel, but both fluids impact the LSPI behavior of the engine simultaneously. To understand how the lubricant and fuel impacts on LSPI interact, a series of LSPI tests were performed with a matrix which combined fuels and lubricants with a range of LSPI activity. This study was intended to determine if a low activity lubricant could suppress the increased LSPI from a high activity fuel, and vice versa.

Gasoline direction injection (GDI) engines have been widely used by light-duty vehicle manufacturers in recent years to meet stringent fuel economy and emissions standards. Particulate Matter (PM) mass emissions from current GDI engines are primarily composed of soot particles or black carbon with a small fraction (15% to 20%) of semi-volatile hydrocarbons generated from unburned/partially burned fuel and lubricating oil. Between 2017 and 2025, PM mass emissions regulations in the USA are expected to become progressively more stringent going down from current level of 6 mg/mile to 1 mg/mile in 2025. As PM emissions are reduced through soot reduction, lubricating oil derived semi-volatile PM is expected to become a bigger fraction of total PM mass emissions.

The study described in this paper covers the development of the Sequence IX Low Speed Pre-Ignition (LSPI) test for the new engine oil category, ILSAC GF-6. The purpose of the Sequence IX test is to evaluate a lubricant’s ability to protect against LSPI events which are prevalent when operating a highly boosted/downsized gasoline direct-injected engine. LSPI is characterized as a combustion event that starts before ignition spark, typically followed by excessive in-cylinder pressures and heavy knock, which can cause severe engine damage and failure. Industry research has shown that oil formulation can contribute to the frequency of LSPI activity. The Sequence IX test was developed using a turbocharged gasoline direct-injected 2.0 liter Ford Ecoboost engine with dual independent variable cam timing. The engine was modified with in-cylinder pressure sensors and a high-resolution crank angle encoder to characterize individual engine combustion cycles and identify potential LSPI events.

As fuel economy becomes increasingly important in all markets, complete engine system optimization is required to meet future standards. In many applications, it is difficult to realize the optimum coolant or lubricant pump without first evaluating different sets of engine hardware and iterating on the flow and pressure requirements. For this study, a Heavy Duty Diesel (HDD) engine was run in a dynamometer test cell with full variability of the production coolant and lubricant pumps. Two test stands were developed to allow the engine coolant and lubricant pumps to be fully mapped during engine operation. The pumps were removed from the engine and powered by electric motors with inline torque meters. Each fluid circuit was instrumented with volume flow meters and pressure measurements at multiple locations. After development of the pump stands, research efforts were focused on hardware changes to reduce coolant and lubricant flow requirements of the HDD engine.

Semi-volatile organic compounds (SVOC) are a group of compounds in engine exhaust that either form during combustion or are part of the fuel and lubricating oil. Since these compounds occur at very low concentrations in diesel engine exhaust, the methods for sampling, handling, and analyzing these compounds are critical to obtaining good results. An improved dilute exhaust sampling method was used for sampling and analyzing SVOC in engine exhaust, and this method was performed during transient engine operation. A total of 22 different SVOC were measured using a 2012 medium-duty diesel engine. This engine was equipped with a stock diesel oxidation catalyst (DOC), a diesel particulate filter (DPF), and a selective catalytic reduction (SCR) catalyst in series. Exhaust concentrations for SVOC were compared both with and without exhaust aftertreatment. Concentrations for the engine-out SVOC were significantly higher than with the aftertreatment present.

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 impact of additive and oil chemistry on low speed pre-ignition (LSPI) was evaluated. An additive metals matrix varied the levels of zinc dialkyldithiophosphate (ZDDP), calcium sulfonate, and molybdenum within the range of commercially available engine lubricants. A separate test matrix varied the detergent chemistry (calcium vs. magnesium), lubricant volatility, and base stock chemistry. All lubricants were evaluated on a LSPI test cycle developed by Southwest Research Institute within its Pre-Ignition Prevention Program (P3) using a GM LHU 2.0 L turbocharged GDI engine. It was observed that increasing the concentration of calcium leads to an increase in the LSPI rate. At low calcium levels, near-zero LSPI rates were observed. The addition of zinc and molybdenum additives had a negative effect on the LSPI rate; however, this was only seen at higher calcium concentrations.

Chassis dynamometer tests are often used to determine vehicle fuel economy (FE). Since the entire vehicle is used, these methods are generally accepted to be more representative of ‘real-world’ conditions than engine dynamometer tests or small-scale bench tests. Unfortunately, evaluating vehicle fuel economy via this means introduces significant variability that can readily be mitigated with engine dynamometer and bench tests. Recently, improvements to controls and procedures have led to drastically improved test precision in chassis dynamometer testing. Described herein are chassis dynamometer results from five fully formulated engine oils (utilizing improved testing protocols on the Federal Test Procedure (FTP-75) and Highway Fuel Economy Test (HwFET) cycles) which not only show statistically significant FE changes across viscosity grades but also meaningful FE differentiation within a viscosity grade where additive systems have been modified.

The study described in this paper covers the development of the Sequence IVB low-temperature valvetrain wear test as a replacement test platform for the existing ASTM D6891 Sequence IVA for the new engine oil category, ILSAC GF-6. The Sequence IVB Test uses a Toyota engine with dual overhead camshafts, direct-acting mechanical lifter valvetrain system. The original intent for the new test was to be a direct replacement for the Sequence IVA. Due to inherent differences in valvetrain system design between the Sequence IVA and IVB engines, it was necessary to alter existing test conditions to ensure adequate wear was produced on the valvetrain components to allow discrimination among the different lubricant formulations. A variety of test conditions and wear parameters were evaluated in the test development. Radioactive tracer technique (RATT) was used to determine the wear response of the test platform to various test conditions.