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The SAE Engine Oil Viscosity Classification (EOVC) Task Force has been gathering data in consideration of extending SAE J300 to include engine oils with high temperature, high shear rate (HTHS) viscosity below the current minimum of 2.6 mPa⋅s for the SAE 20 grade. The driving force for doing so is fuel economy, although it is widely recognized that hardware durability can suffer if HTHS viscosity is too low. Several Japanese OEMs have expressed interest in revising SAE J300 to allow official designation of an engine oil viscosity category with HTHS viscosity below 2.6 mPa⋅s to enable the development of ultra-low-friction engines in the future. This paper summarizes the work of the SAE EOVC Low Viscosity Grade Working Group comprising members from OEMs, oil companies, additive companies and instrument manufacturers to explore adoption of one or more new viscosity grades.

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.

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 automotive vehicle market has seen an increase in the number of hybrid electric vehicles (HEVs), and forecasts predict additional growth. In HEVs, the hybrid drivetrain hardware can combine electric motor, clutches, gearbox, electro-hydraulics and the control unit. In HEV hardware the transmission fluid can be designed to be in contact with an integrated electric motor. One transmission type well-suited to such hybridization is the increasingly utilized dual clutch transmission (DCT), where a lubricating fluid is in contact with the complete motor assembly as well as the DCT driveline architecture. This includes its electrical components and therefore raises questions around the suitability of standard transmission fluids in such an application. This in turn drives the need for further understanding of fluid electrical properties in addition to the more usually studied engineering hardware electrical properties.

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.

The Cooperative Lubrication Research (CLR) Oil Test Engine, usually called the L-38, has been used for nearly 25 years to evaluate copper-lead journal bearing protection of gasoline rnotoroils under high-temperature, heavy-duty conditions. The test is sensitive to aggressive surface active additives that may encourage bearing corrosion. The L-38 also provides an estimate of oil durability, assessing the resistance of an oil to the accumulation of acidic by-products of combustion that could attack copper-lead bearings. However, the L-38 engine dynamometer test uses a heavily leaded gasoline that is no longer representative of the commercial fuels available in North America, Europe, or Japan. Rather than discard the L-38, this paper describes work to modify the L-38 procedure to run with unleaded gasoline.

Nylon is used as a material in the design of various components of automatic transmissions. Pump rotor guides and thrust washers are among components designed from nylon. Nylon must be compatible with automatic transmission fluid (ATF). An immersion test using nylon strips in various test fluids was developed. The nylon color change was independent of the physical properties (as measured by change of tensile force) of the material. Testing indicated that nylon color change is catalyzed by oxidation effects, and the change in tensile strength is related to thermal degradation. An automatic transmission fluid (ATF) containing calcium sulfonate detergent showed better oxidation resistance and caused less loss of tensile strength in nylon 6 (PA6).

THIS paper presents the results of a controlled field test of heavy-duty crankcase oils in a fleet of 15 Chevrolet cars. Operating conditions were selected to represent average or typical passenger-car service. After 15 months of operation (approximately 14,000 miles on each car) it was found that, in comparison with the results obtained with a nonadditive oil, a heavy-duty oil of MIL-0-2104 performance level reduced piston-ring wear by 37%, reduced cylinder-bore wear by 42%, and significantly improved engine cleanliness.

A study was made of passenger car engine oil drain intervals from 1946 to the present time. The drain intervals were intercompared with engine tests used to gauge oil performance and trends in automotive emission control. Preliminary data from vehicle tests show that the technology may be available to achieve longer drain intervals in today's automobiles. With the stipulation that the extended drain capabilities of an oil formulation must be qualified in relation to the type of service and the type of gasoline used (i.e., leaded or unleaded fuel), taxicab data show that higher quality levels then current API SE are needed to double today's recommended oil change intervals. Engine wear appears to be the major technical limitation on extending oil change intervals. Other technical limitations are control of engine deposits and resistance to oil thickening.

Diesel engine oils containing a balanced additive package composed of oxidation, corrosion, wear, rust and foam inhibitors plus ashless dispersants and metallic detergents provide long engine life. The major factor is metallic detergent component which contributes alkalinity to the oil and has a direct effect on engine cleanliness and durability. Increased detergent alkalinity reduces deposits and wear, resulting in improved oil control and longer engine life. Careful selection of detergent components is required to control cylinder-bore polishing in diesel engines to assure optimum antiwear and oil control performance.

It has long been understood that the piston assembly of the internal combustion engine accounts for a significant proportion of total engine friction. Modern engines are required to have better fuel economy without sacrificing durability. The pursuit of better fuel economy drives trends like downsizing, turbocharging and direct injection fuelling systems that increase cylinder pressures and create a more arduous operating environment for the piston ring / cylinder bore tribocouple. The power-cylinder lubricant is therefore put under increased stress as modern engine technology continues to evolve. The conventional approach to investigating fundamental power-cylinder tribology employs bench-tests founded on assumptions which allow for simplification of experimental conditions.

Deposit formation within turbocharger compressor housings can lead to compressor efficiency degradation. This loss of turbo efficiency may degrade fuel economy and increase CO2 and NOx emissions. To understand the role that engine oil composition and formulation play in deposit formation, five different lubricants were run in a fired engine test while monitoring turbocharger compressor efficiency over time. Base stock group, additive package, and viscosity modifier treat rate were varied in the lubricants tested. After each test was completed the turbocharger compressor cover and back plate deposits were characterized. A laboratory oil mist coking rig has also been constructed, which generated deposits having the same characteristics as those from the engine tests. By analyzing results from both lab and engine tests, correlations between deposit characteristics and their effect on compressor efficiency were observed.