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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.

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.

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.

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.

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.

This paper outlines the second part in a series on the effect of polymeric additives commonly known as viscosity modifiers (VM) or viscosity index improvers (VII) on gear oil efficiency and durability. The main role of the VM is to improve cold temperature lubrication and reduce the rate of viscosity reduction as the gear oil warms to operating temperature. However, in addition to improved operating efficiency across a broad temperature range compared to monograde fluids the VM can impart a number of other significant rheological improvements to the fluid [1]. This paper expands on the first paper in the series [2], covering further aspects in fluid efficiency, the effect of VM chemistry on these and their relationship to differences in hypoid and spur gear rig efficiency testing. Numerous VM chemistry types are available and the VM chemistry and shear stability is key to fluid efficiency and durability.

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.

Requirements to improve vehicle fuel economy continue to increase, spurred on by agreements such as the Kyoto Protocol. Lubricants can play a role in aiding fuel economy, as evidenced by the rise in the number of engine oil specifications that require fuel economy improvements. Part of this improvement is due to achieving suitable viscometric properties in the lubricant, but additional improvements can be made using friction modifier (FM) compounds. The use of FMs in lubricants is not new, with traditional approaches being oleochemical-based derivatives such as glycerol mono-oleate and molybdenum-based compounds. However, to achieve even greater improvements, new new friction modifying compounds are needed to help deliver the full potential required from next generation lubricants. This work looks at the potential improvements available from new FM technology over and above the traditional FM compounds.

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.

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.

SAE 2004-01-3009 reported on work conducted to investigate the correlation between the Mack T-11 laboratory engine tests and vehicle field tests. It concluded that the T-11 test provides an effective screening tool to investigate soot-related viscosity increase, and the severity of the engine test limits provides a substantial margin of safety compared to the field. This follow-up paper continues the studies on the 2003 Mack CV713 granite dump truck equipped with an AI-427 internal EGR engine and introduces experimentation on a 2003 CX613 tractor unit equipped with an AC-460P cooled EGR engine. The paper further assesses the correlation of the field trials to the Mack T-11 engine test and reviews the impact of ultra low sulfur diesel (ULSD) and prototype CJ-4 lubricant formulations in these engines.

With the continued growth of the sport utility vehicle (SUV) market in North America in recent years more emphasis has been placed on fluid performance in these vehicles. In addition to fuel economy the key performance area sought by original equipment manufacturers (OEMs) in general has been temperature reduction in the axle. This is being driven by warranty claims that show that one of the causes of axle failure in these type vehicles is related to overheating. The overheating is, in turn, caused by high load situations, e.g., pulling a large trailer at or near the maximum rated load limit for the vehicle, especially when the vehicle or its main subcomponents are relatively new. The excessive temperature generally leads to premature failure of seals, bearings and gears. The choice of lubricant can have a significant effect on the peak and stabilized operating temperature under these extreme conditions.

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.

Forthcoming on-highway 2005/2007 European and North American emission regulations will require modern diesel engines to be equipped with Diesel Particulate Filters (DPF) capable of trapping up to 99% of the exhaust particulate matter. Since diesel particulates (soot) accumulate in the filter over time, the overall system needs to be regenerated by attaining the ignition temperature of soot, which in the presence of oxygen is >600 °C. Catalyzed DPFs regenerate at temperatures as low as ∼300 °C. One of the major issues facing OEMs, aftertreatment system manufacturers, and lubricant formulators is the potential effects of the lubricant-derived ash deposits and their impact on a pressure increase across filters, as well as overall filter performance and its service characteristics.