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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.

Engine oils and their additives are formulated to meet required performance areas such as lubrication, detergency, dispersancy, anti-wear, and so on. Understanding degradation of engine oil additives is important to formulate oils with long time durability. Engine oil additives have been found to affect abnormal combustion in turbocharged gasoline direct injection (TGDI) engines, called low speed pre-ignition (LSPI). Some of metal containing additives such as zinc dithiophosphates (ZnDTP) and molybdenum dithiocarbamates (MoDTC) have been found to reduce LSPI events. In this study, we investigated degradation of ZnDTP and MoDTC in gasoline engine operation and effects of the degradation on LSPI performance.

Many modern engine platforms use turbochargers to meet higher fuel economy performance, which is often combined with downsizing the engine displacement. Operating downsized, turbocharged, direct injection engines at low speeds and high loads has led to an abnormal combustion phenomenon known as Low Speed Pre-Ignition (LSPI), wherein the fuel-air mixture ignites before the spark occurs. LSPI can lead to extremely high pressures in the combustion chamber, which can damage hardware such as pistons, piston rings, and spark plugs. Lubricants, fuels, and engine operating conditions have been shown to impact LSPI. Any of these can be modified to improve LSPI performance. One solution which has been used widely in the industry is reformulating the lubricant additive package. In particular, calcium-based detergents have been shown to promote LSPI, while magnesium detergents appear neutral to LSPI.

In the last decade, numerous studies have been conducted to investigate the mechanism of Low Speed Pre-Ignition (LSPI) in Turbocharged Gasoline Direct Injection (TGDi) engines. According to technical reports, engine oil formulations can significantly influence the occurrence of LSPI particularly when higher levels of calcium-based additives are used, increasing the tendency for LSPI events to occur. While most of the studies conducted to date utilized engine tests, this paper evaluates the effect of engine oil formulations on LSPI under real-world driving conditions, so that not only the oil is naturally aged within an oil change interval, but also the vehicle is aged through total test distance of 160,000 km. Three engine oil formulations were prepared, and each tested in three vehicles leading to an identical fleet totaling nine vehicles, all of which were equipped with the same TGDi engine.

Increasingly stringent fuel economy and emissions regulations around the world have forced the further optimization of nearly all vehicle systems. Many technologies exist to improve fuel economy; however, only a smaller sub-set are commercially feasible due to the cost of implementation. One system that can provide a small but significant improvement in fuel economy is the lubrication system of an internal combustion engine. Benefits in fuel economy may be realized by the reduction of engine oil viscosity and the addition of friction modifying additives. In both cases, advanced engine oils allow for a reduction of engine friction. Because of differences in engine design and architecture, some engines respond more to changes in oil viscosity or friction modification than others. For example, an engine that is designed for an SAE 0W-16 oil may experience an increase in fuel economy if an SAE 0W-8 is used.

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.

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.

With the impending development of GF-6, the newest generation of engine oil, a new standardized oil oxidation and piston deposit test was developed using Chrysler 3.6 L Pentastar engine. The performance requirements and approval for passenger car light duty gasoline engine oil categories are set by the International Lubricants Standardization and Approval committee (ILSAC) and the American Petroleum Institute (API) using standardized testing protocols developed under the guidance of ASTM, the American Society for Testing and Materials. This paper describes the development of a new ASTM Chrysler oxidation and deposit test that will be used to evaluate lubricants performance for oil thickening and viscosity increase, and piston deposits.

Pure biodiesel fuel (B100) is typically made of fatty acid methyl esters (FAME). FAME has different physical properties as compared to mineral diesel such as higher surface tension, lower volatility and higher specific gravity. These differences lead to a larger droplet size and thus more wall impingement of the fuel during injection in the combustion chamber. This results in higher levels of fuel dilution as the oil is scraped down into the crankcase by the scraper ring. The lower volatility also makes biodiesel more difficult to evaporate once it enters the crankcase. For these reasons, levels of fuel dilution in biodiesel fueled engines are likely to be higher compared to mineral diesel fueled engines. When in-cylinder dosing is applied to raise the exhaust temperature required for the regeneration of Diesel Particulate Filters (DPF's), biodiesel dilution in the engine oil may be elevated to high levels.

Of all the performance tests in the current International Lubricant Standardization and Approval Committee (ILSAC) GF-3 and GF-4 categories, the Sequence IIIF and Sequence IIIG are among the most difficult for the formulator. The Sequence III engine dynamometer tests place a premium on oxidation, high-temperature deposits, and valve train wear control. Besides appearing in the North American Passenger Car Motor Oil (PCMO) specifications, the Sequence III is required for European gasoline engine oils, for American Petroleum Institute (API) diesel engine oil categories, and for base oil interchanges (BOI) among licensed engine oils. The ability to screen antioxidants for the Sequence III is of special interest for developers of engine oil technology. Antioxidants are the single most expensive component and the search for cost-effective oxidation control is among the top technical hurdles for the North American PCMO categories.

The Sequence IIIG is a newly developed 100 hour test used to evaluate the performance of crankcase engine oils in the areas of high temperature viscosity increase, wear, deposits, pumpability, and ring sticking for the North American GF-4 standard. Data from the ASTM Precision Matrix, completed in the spring of 2003, along with early reference data from the Lubricant Test Monitoring System (LTMS) showed unexpected test results for selected oils and indicated that percent viscosity increase and pumpability were highly correlated with oil consumption. This correlation led to an intensive study of the factors that influence oil consumption and an attempt to compensate for non-oil related oil consumption through a model based adjustment of the results. The study and scrutiny of the IIIG data has led to more uniform oil consumption in the test and improved test precision, and has eliminated the need for a correction equation based on non-oil related oil consumption.

The Coordinating European Council, CEC, develops performance tests for the motor, oil, petroleum, additive and allied industries. In recent years, CEC has moved away from using round robin programmes (RRP's) for monitoring the precision and severity of test methods in favour of regular referencing within a test monitoring system (TMS). In a TMS, a reference sample of known performance, determined by cross-laboratory testing, is tested at regular intervals at each laboratory. The results are plotted on control charts and determine whether the installation is and continues to be fit to evaluate products. Results from all laboratories are collated and combined to monitor the general health of the test. The TMS approach offers considerable benefits in terms of detecting test problems and improving test quality. However, the effort required in collating data for statistical analysis is much greater, and there are technical difficulties in determining precision from TMS data.

The effects of lubricating oil on friction and wear were investigated using light-duty 2.2L compression ignition direct injection (CIDI) engine components for bench testing. A matrix of test oils varying in viscosity, friction modifier level and chemistry, and base stock chemistry (mineral and synthetic) was investigated. Among all engine oils used for bench tests, the engine oil containing MoDTC friction modifier showed the lowest friction compared with the engine oils with organic friction modifier or the other engine oils without any friction modifier. Mineral-based engine oils of the same viscosity grade and oil formulation had slightly lower friction than synthetic-based engine oils.

A new generation of fluid technology using novel diesel fuel detergent/dispersant chemistry provides a multitude of beneficial effects to the diesel engine, especially the latest model designs. In addition to improved injector, valve and combustion chamber deposit removal, the additive restores power, fuel economy, performance and emission levels1. Positive observations have also been documented along with improved performance concerning crankcase lube viscosity, soot loading and TBN retention. An even greater added benefit is the inherent capability of the fuel additive to deal with several EGR issues now prominent with the introduction of new engines. Recent research, reported herein, has uncovered the extensive efficacy of this chemistry for piston durability and neutralization of ring corrosion phenomena. All of the beneficial additive attributes are further enhanced with increased oxidative and thermal fuel stability and no loss of filterability.

Throughout the evolution of the automobile, passenger car motor oils have been developed to address issues of wear, corrosion, deposit formation, friction, and viscosity stability. As a result, the internal combustion engines are now developed with the expectation that the lubricants to be used in them will deliver certain performance attributes. Metallurgies, clearances, and built-in stresses are all chosen with certain expectations from the lubricant. A family of chemicals that has been universally used in formulating passenger car motor oils is zinc dithiophosphates (ZDPs). ZDPs are extremely effective at protecting highly stressed valve train components against wear failure, especially in engine designs with a sliding contact between cams and followers. While ZDPs' benefits on wear control are universally accepted, ZDPs have been identified as the source of phosphorus, which deactivates noble metal aftertreatment systems.

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.

This oil category was driven by two new cooled exhaust gas recirculation (EGR) engine tests operating with 15% EGR, with used oil soot levels at the end of the test ranging from 6 to 9%. These tests are the Mack T-10 and Cummins M11 EGR, which address ring, cylinder liner, bearing, and valve train wear; filter plugging, and sludge. In addition to these two new EGR tests, there is a Caterpillar single-cylinder test without EGR which measures piston deposits and oil consumption control using an articulated piston. This test is called the Caterpillar 1R and is included in the existing Global DHD-1 specification. In total, the API CI-4 category includes eight fired-engine tests and seven bench tests covering all the engine oil parameters. The new bench tests include a seal compatibility test for fresh oils and a low temperature pumpability test for used oils containing 5% soot. This paper provides a review of the all the tests, matrix results, and limits for this new oil category.

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.