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In order to detect degradation of engine oil lubricant, bench testing along with a number of diesel-powered Ford trucks were instruments and tested. The purpose of the bench testing was primarily to determine performance aspects such as repeatability, hysteresis effects and so on. Vehicle testing was conducted by designing and installing a separate oil reservoir along with a circulation system which was mounted in the vicinity of the oil pan. An innovative oil sensor was directly installed on the reservoir which can measure five (5) independent oil parameters (viscosity, density, permittivity, conductance, temperature). In addition, the concept is capable of detecting the oil level continuously during normal engine operation. The sensing system consists of an ultrasonic transducer for the oil level detection as well as a Tuning Fork mechanical resonator for the oil condition measurement.

Ash, primarily derived from diesel engine lubricants, accumulates in diesel particulate filters directly affecting the filter's pressure drop sensitivity to soot accumulation, thus impacting regeneration frequency and fuel economy. After approximately 33,000 miles of equivalent on-road aging, ash comprises more than half of the material accumulated in a typical cordierite filter. Ash accumulation reduces the effective filtration area, resulting in higher local soot loads toward the front of the filter. At a typical ash cleaning interval of 150,000 miles, ash more than doubles the filter's pressure drop sensitivity to soot, in addition to raising the pressure drop level itself. In order to evaluate the effects of lubricant-derived ash on DPF pressure drop performance, a novel accelerated ash loading system was employed to generate the ash and load the DPFs under carefully-controlled exhaust conditions.

Ash accumulation in diesel particulate filters, mostly from essential lubricant additives, decreases the filter's soot storage capacity, adversely affects fuel economy, and negatively impacts the filter's service life. While the adverse effects of ash accumulation on DPF performance are well known, the underlying mechanisms controlling these effects are not. To address these issues, results of detailed measurements with specially formulated lubricants, correlating ash properties to individual lubricant additives and their effects on DPF pressure drop, are presented. Investigations using the specially-formulated lubricants showed ash consisting primarily of calcium sulfates to exhibit significantly increased flow resistance as opposed to ash primarily composed of zinc phosphates. Furthermore, ash accumulated along the filer walls was found to be packed approximately 25% denser than ash accumulated in the channel end-plugs.

As the piston pin works under significant mechanical load, it is susceptible to wear, seizure, and structural failure, especially in heavy duty internal combustion engines. It has been found that the friction loss associated with the pin is comparable to that of the piston, and can be reduced when the interface geometry is properly modified. However, the mechanism that leads to such friction reduction, as well as the approaches towards further improvement, remain unknown. This work develops a piston pin lubrication model capable of simulating the interaction between the pin, the piston, and the connecting rod. The model integrates dynamics, solid contact, oil transport, and lubrication theory, and applies an efficient numerical scheme with second order accuracy to solve the highly stiff equations. As a first approach, the current model assumes every component to be rigid.

Wet clutch packs are widely used in today’s automatic transmission systems for gear-ratio shifting. The frictional interfaces between the clutch plates are continuously lubricated with transmission fluid for both thermal and friction management. The open clutch packs shear transmission fluid across the rotating plates, contributing to measurable energy losses. A typical multi-speed transmission includes as many as 5 clutch packs. Of those, two to three clutches are open at any time during a typical drive cycle, presenting an opportunity for fuel economy gain. However, reducing open clutch drag is very challenging, while meeting cooling requirements and shift quality targets. In practice, clutch design adjustment is performed through trial-and-error evaluation of hardware on a test bench. The use of analytical methodologies is limited for optimizing clutch design features due to the complexity of fluid-structure interactions under rotating conditions.

The increasing use of gasoline direct injection (GDI) engines coupled with the implementation of new particulate matter (PM) and particle number (PN) emissions regulations requires new emissions control strategies. Gasoline particulate filters (GPFs) present one approach to reduce particle emissions. Although primarily composed of combustible material which may be removed through oxidation, particle also contains incombustible components or ash. Over the service life of the filter the accumulation of ash causes an increase in exhaust backpressure, and limits the useful life of the GPF. This study utilized an accelerated aging system to generate elevated ash levels by injecting lubricant oil with the gasoline fuel into a burner system. GPFs were aged to a series of levels representing filter life up to 150,000 miles (240,000 km). The impact of ash on the filter pressure drop and on its sensitivity to soot accumulation was investigated at specific ash levels.

Current CJ-4 lubricant specifications place chemical limits on diesel engine oil formulations to minimize the accumulation of lubricant-derived ash in diesel particulate filters (DPF). While lubricant additive chemistry plays a strong role in determining the amount and type of ash accumulated in the DPF, a number of additional factors play important roles as well. Relative to soot particles, whose residence time in the DPF is short-lived, ash particles remain in the filter for a significant fraction of the filter's useful life. While it is well-known that the properties (packing density, porosity, permeability) of soot deposits are primarily controlled by the local exhaust conditions at the time of particle deposition in the DPF, the cumulative operating history of the filter plays a much stronger role in controlling the properties and distribution of the accumulated ash.

Inorganic engine lubricant additives, which have various specific, necessary functions such as anti-wear, leave the combustion chamber bound to soot particles (approximately ≤1% by mass) as ash [13], and accumulate in aftertreatment components. The diesel particulate filter (DPF) is especially susceptible to ash-related issues due to its wall-flow architecture which physically traps most of the soot and ash emissions. Accumulated lubricant-derived ash results in numerous problems including increased filter pressure drop and decreased catalytic functionality. While much progress has been made to understand the macroscopic details and effects of ash accumulation on DPF performance, this study explores the nano- and micron-scale forces which impact particle adhesion and mobility within the particulate filter.

The Engine-Out Particulate Matter (EOPM) was collected from a spark ignition engine operating in steady state using a heated quartz fiber filter. The samples were weighted to obtain an EOPMindex and were analyzed using Scanning Electron Microscopy. The EOP Mindex was not sensitive to the engine rpm and load. When the mixture is very rich (air equivalence ratio λ less than ∼ 0.7), the EOPM comprise mostly of soot particles from fuel combustion. In the lean to slightly rich region (0.8 < λ < 1.2), however, the EOPM are dominated by particles derived from the lubrication oil.

This paper reviews the relevant literature on the effects of sulfated ash, phosphorus, and sulfur on DPF, LNT, and SCR catalysts. Exhaust backpressure increase due to DPF ash accumulation, as well as the rate at which ash is consumed from the sump, were the most studied lubricant-derived DPF effects. Based on several studies, a doubling of backpressure can be estimated to occur within 270,000 to 490,000 km when using a 1.0% sulfated ash oil. Postmortem DPF analysis and exhaust gas measurements revealed that approximately 35% to 65% less ash was lost from the sump than was expected based on bulk oil consumption estimates. Despite significant effects from lubricant sulfur and phosphorus, loss of LNT NOX reduction efficiency is dominated by fuel sulfur effects. Phosphorus has been determined to have a mild poisoning effect on SCR catalysts. The extent of the effect that lubricant phosphorus and sulfur have on DOCs remains unclear, however, it appears to be minor.

Oil formulation has been varied to modify oil viscosity characteristics; the effect on the rubbing friction losses of a 2.4litre diesel engine has been investigated for a range of temperatures from -20 to around 60°C. The aims of the study were first, to examine the extent to which viscosity alone determined the effect of formulation changes, and second, to define an effective viscosity to relate changes in viscosity due to formulation and temperature to changes in engine friction. This effective viscosity is based on cold cranking simulator measurements at -30°C, high temperature high shear viscosity at 150°C and kinematic viscosity measurements at three intermediate temperatures to define the variation with temperature. The effective viscosity has been described using a modified Vogel equation, which is presented.

This paper presents tribological modeling, experimental work, and validation of tribology parameters of a single cylinder turbocharged diesel engine run at various loads, speeds, intake boost pressures, and cylinder liner temperatures. Analysis were made on piston rings and liner materials, rings mechanical and thermal loads, contact pressure between rings and liner, and lubricant conditions. The engine tribology parameters were measured, and used to validate the engine tribology models. These tribology parameters are: oil film thickness, coefficient of friction between rings and liner, friction force, friction power, friction torque, shear rate, shear stress and wear of the sliding surfaces. In order to measure the oil film thickness between rings and liner, a single cylinder AVL turbocharged diesel engine was instrumented to accept the difference in voltage drop method between rings, oil film, and liner.

The life of an automotive engine is often limited by the ability of its components to resist wear. Zinc dialkyldithiophosphate (ZDDP) is an engine oil additive that reduces wear in an engine by forming solid antiwear films at points of moving contact. The effects of this additive are fairly well understood, but there is little theory behind the kinetics of antiwear film formation and removal. This lack of dynamic modeling makes it difficult to predict the effects of wear at the design stage for an engine component or a lubricant formulation. The purpose of this discussion is to develop a framework for modeling the formation and evolution of ZDDP antiwear films based on the relevant chemical pathways and physical mechanisms at work.

The effects of lubricant on lap shear strength of Spot Friction Welded (SFW) joints made of 6111-T4 alloys were studied. Taguchi L8 design of experiment methodology was used to determine the lubricant effects. The results showed that the lap shear strength increased by 9.9% when the lubricant was present at the top surface compared to that of the baseline (no lubricant) whereas the lap shear strength reduced by 10.2% and 10.9% when the lubricant was present in the middle and at the bottom surfaces compared to that of the baseline (no lubricant), respectively. The microstructure analysis showed a zigzag interface at the joint between the upper and the lower sheet metal for the baseline specimen, the specimens with the lubricant at the top and at the bottom. However, a straight line interface is exhibited at the joint between the upper and the lower sheet for the specimen with the lubricant in the middle. The weld nugget sizes of the lap shear tested specimens were measured.

A novel approach to condition the lubricant at a fixed station in the oil circuit is explored as a potential means to reduce additive requirements or increase oil drain interval. This study examines the performance of an innovative oil filter which releases no additives into the lubricant, yet enhances the acid control function typically performed by detergent and dispersant additives. The filter chemically conditions the crankcase oil during engine operation by sequestering acidic compounds derived from engine combustion and lubricant degradation. Long duration tests with a heavy-duty diesel engine show that the oil conditioning with the strong base filter reduces lubricant acidity (TAN), improves Total Base Number (TBN) retention, and slows the rate of viscosity increase and oxidation. The results also indicate that there may be a reduction in wear and corrosion.

In an effort to improve fuel economy for light duty trucks, an initiative was undertaken to reduce frictional losses in rear axle through use of low friction lubricants and novel surface finish on gears while maintaining durability. This paper describes the effect of rear axle lubricants on fuel economy. A laboratory rig was set up using a full size pick-up truck rear axle to measure axle efficiency and lubricant temperature with various SAE 75W-90 and SAE 75W-140 viscosity grade lubricants. Traction coefficients of lubricants were also measured at various temperatures using a laboratory ball and disk contact geometry. An improvement in axle efficiency up to 4.3% was observed over current Ford factory fill SAE 75W-140 lubricant depending on speed, torque and the type of lubricant used. The temperature of the lubricants was also lower than that with the current factory fill. This is important for maintaining bearing life and overall durability of the rear axle.

This paper describes the basic principles of extensional rheometry, and the successful application to a variety of automotive fluids, including gear lubricants, paints, and forming lubricants. These fluids are used under very complex flow fields containing strong extensional (elongational) components. While exact derivation of extensional viscosities involves sophisticated theories, the measurement of liquid filament break-up time can provide fruitful information. Gear lubes showed different break-up time according to the kinematic viscosities. Addition of viscosity modifier (acrylic copolymer) significantly increased the breakup time, whereas surfactants had little effect. Clearcoat paint sample increased the breakup time, perhaps due to the deterioration. The waxy stamping lubricant showed remarkable change in the extensional properties as the temperature is raised.

The application of polyalkylene glycol (PAG) as a base stock for engine oil formulation has been explored for substantial fuel economy gain over traditional formulations with mineral oils. Various PAG chemistries were explored depending on feed stock material used for manufacturing. All formulations except one have the same additive package. The friction performance of these oils was evaluated in a motored single cylinder engine with current production engine hardware in the temperature range 40°C-120°C and in the speed range of 500 RPM-2500 RPM. PAG formulations showed up to 50% friction reduction over GF-5 SAE 5W-20 oil depending on temperature, speed, and oil chemistry. Friction evaluation in a motored I-4 engine showed up to 11% friction reduction in the temperature range 40°C-100°C over GF-5 oil. The paper will share results on ASTM Sequence VID fuel economy, Sequence IVA wear, and Sequence VG sludge and varnish tests. Chassis roll fuel economy data will also be shared.

The oil distribution system of an automotive light duty engine typically has an oil pump mechanically driven through the front-endancillaries-drive or directly off the crankshaft. Delivery pressure is regulated by a relief valve to provide an oil gallery pressure of typically 3 to 4 bar absolute at fully-warm engine running conditions. Electrification of the oil pump drive is one way to decouple pump delivery from engine speed, but this does not alter the flow distribution between parts of the engine requiring lubrication. Here, the behaviour and benefits of a system with an electrically driven, fixed displacement pump and a distributor providing control over flow to crankshaft main bearings and big end bearings is examined. The aim has been to demonstrate that by controlling flow to these bearings, without changing flow to other parts of the engine, significant reductions in engine friction can be achieved.

The increasingly stringent regulations for fuel economy and emissions require better optimization and control of oil consumption. One of the primary mechanisms of oil consumption is vaporization from the liner; we consider this as the “minimum oil consumption (MOC).” This paper presents a physical-mathematical cycle model for predicting the MOC. The numerical simulations suggest that the MOC is markedly sensitive to oil volatility, liner temperature, engine load and speed but less sensitive to oil film thickness. A one-line correlation is proposed for quick MOC estimations. It is shown to have <15% error compared to the cycle MOC computation. In the “dry region” (between top ring and OCR at the TDC), oil is depleted due to high heat and continual exposure to the combustion chamber.