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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.

Wet clutch friction performance has historically been visualized by multiple graphs due to the number of temperatures and pressures required to characterize the system. However, this same friction performance can be visualized by a single graph using an alternative approach to map the friction data. Applying a method similar to that used to develop the Stribeck curve for journal bearings, a single system-level graph for wet clutches can be created. This paper will highlight how this visualization method, particularly when used to diagnose clutch failures, provides benefits in understanding the effects of both the friction material and the lubricant performance. We conducted extensive studies comparing ideal clutch systems with failed ones under a variety of conditions. Lubricant and friction material failures were independently studied, and durability tests were conducted to evaluate component failures.

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 vehicle emissions legislation is being introduced throughout the world, regulating the allowed levels of particulate matter emitted from vehicle tailpipes. The regulation may prove challenging for gasoline vehicles equipped with modern gasoline direct injection (GDI) technology, owing to their increased levels of particulate matter production. It is expected that gasoline particulate filters (GPFs) will soon be fitted to most vehicles sold in China and Europe, allowing for carbonaceous particulate matter to be effectively captured. However, GPFs will also capture and accumulate non-combustible inorganic ash within them, mainly derived from engine oil. Studies exist to demonstrate the impact of such ash on GPF and vehicle performance, but these commonly make use of accelerated ash loading methods, which themselves introduce significant variation.

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 growing need for improved fuel economy is a global challenge due to continuously tightening environmental regulations targeting lower CO2 emission levels via reduced fuel consumption in vehicles. In order to reach these fuel efficiency targets, it necessitates improvements in vehicle transmission hardware components by applying advanced technologies in design, materials and surface treatments etc., as well as matching lubricant formulations with appropriate additive chemistry. Axle lubricants have a considerable impact on fuel economy. More importantly, they can be tailored to deliver maximum operational efficiency over specific or wide ranges of operating conditions. The proper lubricant technology with well-balanced chemistries can simultaneously realize both fuel economy and hardware protection, which are perceived to have a trade-off relationship.

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.

By 2014, all new on- and off-highway diesel engines in North America, Europe and Japan will employ diesel particulate filters (DPF) in the exhaust in order to meet particulate emission standards. If the pressure across the DPF increases due to incombustibles remaining after filter regeneration, the exhaust backpressure will increase, and this in turn reduces fuel economy and engine power, and increases emissions. Due to engine oil consumption, over 90% of the incombustibles in the DPF are derived from inorganic lubricant additives. These components are derived from calcium and magnesium detergents, zinc dithiophosphates (ZnDTP) and metal-containing oxidation inhibitors. They do not regenerate as they are non-volatile metals and salts. Consequently, the DPF has to be removed from the vehicle for cleaning. Ashless oil could eliminate the need for cleaning.

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.

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.

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).

With the increasing use of modern, EGR-equipped, heavy-duty diesel engines and the use of lower sulfur and alternate fuels, such as biodiesel, lubricants are being exposed to a range of different compositions of acids. To complement the traditional detergent bases, todays lubricants have evolved to include a higher proportion of basic materials from amine-derived sources to aid in oxidation and soot control. This paper explores the impact of the different sources of acids, some of the issues they create and how they can be addressed, exemplified in a prototype CJ-4 lubricant formulation.

Global original equipment manufacturers (OEMs) have requested lower viscosity automatic transmission fluid (ATF) for use in conventional and 6-speed automatic transmissions (AT) to meet growing demands for improved fuel economy. While lower-viscosity ATF may provide better fuel economy by reducing churning losses, other key performance attributes must be considered when formulating lower viscosity ATF(1,2). Gear and bearing performance can be key concerns with lower-viscosity ATFs due to reduced film thickness at the surfaces. Long-term anti-shudder performance is also needed to enable the aggressive use of controlled slip torque converter clutches that permit better fuel economy. And, friction characteristics need to be improved for higher clutch holding capacity and good clutch engagement performance. This paper covers the development of next-generation, low-viscosity ATF technology, which provides optimum fuel economy along with wear and friction durability.

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.

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 rates 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 in order 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 the development of a break-away friction screening test using a Full-Scale Low-Velocity Friction Apparatus (FS-LVFA). Additionally, we will illustrate how this screening test can be used to investigate the fundamental friction material-lubricant interactions that occur in continuously engaged limited slip differentials.