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Modern agriculture has evolved dramatically over the past half century. To be profitable, farms need to significantly increase their crop yields, and thus there are amplified demands on farming equipment. Equipment duty cycles have been raised in scope and duration, as the required output of the agricultural industry to sustain a growing population has stimulated the need for further advances in effective productivity gains on the farm. The mainstay mechanical assistant to the farmer, the tractor, has also evolved with the changes in modern agriculture to meet the requirements of these newer tasks. Larger, more capable vehicles have been introduced to help farmers efficiently meet these demands. At the same time, the current generation of tractor diesel engine lubricants has facilitated high levels of performance in the agricultural equipment market for many years. This is a testament to the role modern lubricants play in productivity in such a critical industry.

To meet increasingly stringent emissions and fuel economy regulations, many Original Equipment Manufacturers (OEMs) have recently developed and deployed small, high power density engines. Turbocharging, coupled with gasoline direct injection (GDI) has enabled a rapid engine downsizing trend. While these turbocharged GDI (TGDI) engines have indeed allowed for better fuel economy in many light duty vehicles, TGDI technology has also led to some unintended consequences. The most notable of these is an abnormal combustion phenomenon known as low speed pre-ignition (LSPI). LSPI is an uncontrolled combustion event that takes place prior to spark ignition, often resulting in knock, and has been known to cause catastrophic engine damage. LSPI propensity depends on a number of factors including engine design, calibration, fuel properties and engine oil formulation. Several engine tests have been developed within the industry to better understand the phenomenon of LSPI.

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.

This paper is part one of a longer term comparison of viscosity modifier behavior in modern automotive gear oil (AGO) fluids and the impact of these properties on fluid efficiency and durability. This first installment will compare the rheological properties, including EHD film thickness and traction coefficients, of the fluids across broad operating temperature, shear and load regimes and correlate these findings with rig efficiency testing. The effects of traction, EHD film thickness and high shear rheology on operating temperature are well documented and it is of particular interest to determine the extent to which different viscosity modifiers can beneficially impact these properties compared to a Brightstock-based SAE 80W90 grade fluid. The efficiency improvements of a VM would be for naught if it were not sufficiently shear stable and so comparisons are made between shear stable VM technologies.

Since the invention of the internal combustion engine, the contact between piston ring and cylinder liner has been a major concern for engine builders. The quality and durability of this contact has been linked to the life of the engine, its maintenance, and its exhaust gas and blowby emissions, but also to its factional properties and therefore fuel economy. While the basic design has not changed, many factors that affect the performance of the ring/liner contact have evolved and are still evolving. This paper provides an overview of observations related to the lubrication of the ring/liner contact.

Prior work by various OEMs has identified the ability of phosphorus-containing compounds to interfere with the efficiency of modern emissions control systems utilized by gasoline-powered vehicles. Considering the growing societal concerns about ecological effects of exhaust emissions, greenhouse gas emissions and related global climatic changes, it becomes desirable to examine the effect of reduced phosphorous (P) deposits in various vehicle makes, models and types of service, over the lifetime of a vehicle's operation. This paper assesses advantages and disadvantages of various methods to examine the path of P transfer throughout exhaust catalytic systems. Test types discussed include examples of bench testing focusing on catalyst compatibility, dyno mileage accumulation and field trial examinations.

A discriminating dynamometer-based test was developed for evaluating cold start and warmup engine performance based on in-cylinder pressure measurements. The dynamometer test offers advantages in time required, flexibility and reduced variability over the vehicle procedure on which it was based. A parametric study on fuel driveability index (DI), ethanol content and intake valve deposit (IVD) rating demonstrated that each of these parameters had a statistically significant impact on engine cold start performance. Simple numerical offsets to fitted models based on oxygen content of the fuel did not account for the difference in engine performance of hydrocarbon-only versus ethanol-containing fuels. The effect of IVD on engine performance did not appear to depend on the DI of the fuel. The benefits of cleaner valves are seen even in fuels of very low DI.

Water-emulsified diesel fuel technology has been proven to reduce nitrogen oxides (NOx) and particulate matter (PM) simultaneously at relatively low cost compared to other pollution-reducing strategies. The value of this technology is that it requires absolutely no engine adjustments or modifications to reduce harmful emissions. Technologies that break the NOx -particulate trade-off are virtually non-existent, therefore understanding how the water contained in an emulsified fuel can reduce both NOx and PM simultaneously is critical. To understand this phenomenon, emulsified fuels with varying water levels (0 to 20%) were evaluated in a multi-cylinder marine engine using three different injection timings. This testing in an actual engine confirms that as the water level is increased the amount of NOx and PM are reduced without compromising engine performance.

Water-emulsified diesel fuel technology has been proven to reduce nitrogen oxides (NOx) and particulate matter (PM) simultaneously at relatively low cost compared to other pollution-reducing strategies. While the mechanisms which result in these reductions have been postulated, the development of new analytical tools to measure in-cylinder soot formation using optically accessible engines can lead to a deeper understanding of combustion and the chemical and physical mechanisms when water is present during combustion. In this study, an optically accessible single cylinder engine was used to study how water brought into the combustion chamber via an emulsified fuel changes the combustion process and thereby reduces emissions. In-cylinder measurements of relative soot concentrations were used to determine the effect of water-emulsified fuel on soot formation.

Driven by global demands for improved fuel economy and reduced emissions, significant improvements have been made to engine designs and control systems, vehicle aerodynamics, and fuel quality. Improvements, such as the continuously slipping torque converter, have also been made to automatic transmissions to increase vehicle efficiency. Recently, belt-continuously variable transmissions (b-CVTs) have been commercialized with the promise of significant fuel economy improvements over conventional automatic transmissions. Automotive traction drive transmissions may soon join belt-CVTs as alternative automatic transmission technology. Much of the information reported in technical and trade publications has been on the mechanics of these traction drive systems. As automotive traction drives move closer to commercial reality, more attention must be given to the performance requirements of the automotive traction fluid.

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.

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).

Our basic understanding of the chemical and physical nature of soot, its interaction with lubricant components and its role in promoting wear and oil thickening in heavy duty diesel engines continues to grow. Our current study in the GM 6.5L engine focuses on examining the effects of variations in base stock type (Group I vs. Group II), viscosity index improver or viscosity modifier (VM) chemistry (OCP vs. dispersant OCP), zinc dithiophosphate (ZDP) type and dispersant type (low MW vs. high MW) on roller follower wear, viscosity growth and other measured responses. In this study, more robust fluids were tested producing very low wear results and minimal viscosity increase of the lubricant. Fluids containing dispersant OCP (DOCP) and high MW dispersant produced a lower degree of wear, whereas varying the ZDP type (1° vs. 2°) showed no effect on wear. The use of Group II base stocks was associated with significantly lower viscosity increases.

The International Lubricant Standardization and Approval Committee (ILSAC) GF-2 requirements for Passenger Car Motor Oils (PCMOs) will lower phosphorus limits from a maximum of 0.12% allowed by ILSAC GF-1 to a maximum of 0.10%. In effect, the ILSAC GF-2 phosphorus limit removes 17% of the most commonly used antiwear and antioxidant additive in current PCMOs, zinc dialkyldithiophosphate (ZDP). This paper outlines some work in ASTM Sequence V engine dynamometer tests to quantify the effect of reducing the ZDP on valve train wear and sludge formation. Engine data for the Sequence VE, the proposed Sequence VF, and the modified Sequence VE are presented. These three tests summarize the evolution of the Sequence V from the Sequence VE for GF-1 to the dual plug Sequence VE configuration for the GF-2 specification.

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.

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.

Interactions between a Zinc dialkyldithiophosphate (ZDP) and three different commercially available succinimide dispersants were observed through changes in solutions behavior, as determined by viscometry and Fourier Transform Infrared spectroscopy (FTIR), and four-ball tests. The viscometric response observed for two component blends of ZDP and succinimide dispersant in white oil changed as a function of the molar Zn to N ratio, indicative of specific interactions. The break in the viscometric response curve occurred at Zn:N=0.13 for all three succinimide dispersants. FTIR spectra of the same ZDP-dispersant blends were examined and similar Zn:N dependencies were observed. Four-ball tests measuring wear scar diameter, seizure load and weld load showed a dependence on the Zn to N ratio similar to that observed by viscometry. At very low Zn to N ratios wear and seizure load were decreased, while at higher ratios the seizure and weld loads were increased over that for ZDP alone.

There is concern over water-in-oil emulsion formation in passenger cars in the field. Crankcase pressure measurements in the ASTM Sequence IID rust test have been used to indicate possible emulsion formation tendencies of lubricants. This paper presents the development of a short duration emulsion fleet test procedure which demonstrates low car-to- car variability and correlates well with a previous fourmonth winter emulsion fleet test. Physical emulsion characteristics and used oil analyses are described. Evaluation of both Sequence IID reference oils and commercial oils in this field test reveals a lack of correlation between Sequence IID crankcase pressure results and field performance. The new procedure has been applied to investigate the impact of additive and base oil variations on the emulsion-forming tendencies of lubricants in the field. Base oil variables such as viscosity grade, composition, and volatility were evaluated.

The use of a copper diesel fuel additive in an emission control system improves particulate oxidation. This expands the operability of available systems by reducing the particulate mass loading and related external energy consumption required during regeneration. Easier, more frequent regenerations improve overall engine/system efficiency and reduce thermal stress on filtration media. Procedures for optimizing additive use are presented. In addition, the results from a health study are reviewed.