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A new field test procedure for evaluation of the sludge formation tendencies of lubricants has been developed. The procedure has the benefits of short running time, reduced variability, and dramatic separation of API SF vs API SG oils. This paper discusses development of the operational procedure and evaluation of four lubricants, including commercial-type API SF and API SG oils as well as experimental future oils. Significantly improved sludge ratings were obtained with an experimental API SG oil. The sludge formation process was studied using infrared spectroscopy, TAN, dielectric measurements, viscosity, quasielastic light scattering particle size, and transmission electron microscopy techniques. These analyses show production of contaminants which form insoluble particles that build up and precipitate out of suspension as sludge. Certain drain analyses can be used as tools for predicting field sludge deposition time.

The laboratory tests used to define API GL5 have been the cornerstone of gear oil development for well over thirty years. In that time they have served the market very well. Lubricants developed with these test methods have provided adequate protection of axle components from severe wear, scuffing, corrosion, and oxidation. Recently, however, there has been an increasing trend toward extended drain intervals which changes the picture. Coupled with longer oil drain intervals there is a continuing increase of power throughput in the equipment. The combination of increased power and extended service life places significant stress on the oil such that the load carrying ability and thermal and oxidative stability could be greatly diminished under these conditions. During the past ten years the industry has been actively working toward a new gear oil specification that will address the performance needs of today's vehicles.

The ASTM D6121 (L-37) is a key hypoid gear lubricant durability test for ASTM D7450-08 (API Category GL-5) and the higher performance level SAE J2360. It is defined as the ‘Standard Test Method for Evaluation of Load-Carrying Capacity of Lubricants Under Conditions of Low Speed and High Torque Used for Final Hypoid Drive Axles’. Pass/fail is determined upon completion of the test by rating the pinion and ring gears for several types of surface distress, including wear, rippling, ridging, pitting, spalling and scoring. Passing the L-37 in addition to the other tests required for API Category GL-5 credentials, as well as the more strenuous SAE J2360 certification, requires in-depth formulating knowledge to appropriately balance the additive chemistry. This paper describes the results of ASTM D6121 experiments run for the purposes of better understanding gear oil durability.

High lubricant temperatures generated during the break-in of new differential assemblies has been of concern among original equipment manufacturers (OEM's). Many tests have been devised to measure the effects of speed, load and lubricant on the temperature generated in the axle. The major problem confronting the use of these tests has been a lack of repeatability and/or reproducibility. Recently, a European OEM axle lubricant break-in test procedure using a European sedan test vehicle has demonstrated highly repeatable and reproducible results. Test work had been limited to the European sedan. The applicability of the European OEM test procedure to a larger domestic U.S. vehicle was questioned. This paper discusses the applicability of the European test to a domestic sedan. Additionally, two other axle break-in test procedures were conducted using the same domestic sedan test vehicle. Three sulfur-phosphorus multi-purpose gear lubricants were evaluated.

The wet clutch system (WCS) is a complex combination of friction plates, separator plates and fluid (lubricant). The basic function of the WCS is to transfer torque under various operating conditions such as slipping, shifting, start/launch and/or torque converter clutch (TCC) operation. Under these conditions the slope of the coefficient of friction (μ or COF) versus slip speed (μ-v) curve must be positive to prevent shudder of the WCS, a highly undesirable condition in the lubricated friction system. An extended durability duty cycle test procedure is required to evaluate the WCS during which the μ-v curve is monitored for a negative slope, a condition indicating the potential for shudder. The friction plates, separator plates, and lubricant must be tested together and remain together during the test to be properly evaluated as a WCS.

An oil consumption test procedure has been developed in a 6-cyl, 425 hp, turbocharged and after-cooled diesel engine. Tests conducted on reference oils agree with good and poor oil consumption characteristics found with these same oils in the field. This paper includes evaluations using the engine test procedure as well as various laboratory bench tests which measure the effects of viscosity, volatility, and oxidation stability. Both bench and engine test results indicate that traditional properties, such as viscosity and volatility, do not completely account for variations in oil consumption. The data indicate that the problam of obtaining low diesel engine oil consumption may involve a complex combination of factors.