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The US Army is currently assessing the feasibility and defining the requirements of a Single Common Powertrain Lubricant (SCPL). This new lubricant would consist of an all-season (arctic to desert), fuel-efficient, multifunctional powertrain fluid with extended drain capabilities. As a developmental starting point, diesel engine testing has been conducted using the current MIL-PRF-46167D arctic engine oil at high temperature conditions representative of desert operation. Testing has been completed using three high density military engines: the General Engine Products 6.5L(T) engine, the Caterpillar C7, and the Detroit Diesel Series 60. Tests were conducted following two standard military testing cycles; the 210 hr Tactical Wheeled Vehicle Cycle, and the 400 hr NATO Hardware Endurance Cycle. Modifications were made to both testing procedures to more closely replicate the operation of the engine in desert-like conditions.

The use of fuel additives is one possible approach to reduce wear and corrosion in methanol fueled automobile engines. One hundred and six compounds added to M100 fuel in modest concentrations (1%) were tested in a Ball on Cylinder Machine (BOCM) for their ability to improve lubricity. The most promising candidates were then tested in an engine using a modified ASTM Sequence V-D wear screening test. Additive performance was measured by comparing the buildup of wear metals in the oil to that obtained from an engine fueled with neat M100. The BOCM method of evaluating the additive candidates proved inadequate in predicting abrasive engine wear under the test conditions utilized for this research program.

A cooperative research and development program was organized to determine the critical particle size of abrasive debris that will cause significant wear in rotary injection fuel pumps. Various double-cut test dusts ranging from 0-5 to 10-20 μm were evaluated to determine which caused the pumps to fail. With the exception of the 0-5-μm test dust, all other test dust ranges evaluated caused failure in the rotary injection pumps. After preliminary testing, it was agreed that the 4-8-μm test dust would be used for further testing. Analysis revealed that the critical particle size causing significant wear is 6-7 μm. This is a smaller abrasive particle size than reported in previously published literature. A rotary injection pump evaluation methodology was developed. During actual operation, the fuel injection process creates a shock wave that propagates back up the fuel line to the fuel filter.

Our basic understanding of the chemical and physical nature of soot, its interaction with lubricant components and its role in promoting wear and oil thickening in heavy duty diesel engines continues to grow. Our current study in the GM 6.5L engine focuses on examining the effects of variations in base stock type (Group I vs. Group II), viscosity index improver or viscosity modifier (VM) chemistry (OCP vs. dispersant OCP), zinc dithiophosphate (ZDP) type and dispersant type (low MW vs. high MW) on roller follower wear, viscosity growth and other measured responses. In this study, more robust fluids were tested producing very low wear results and minimal viscosity increase of the lubricant. Fluids containing dispersant OCP (DOCP) and high MW dispersant produced a lower degree of wear, whereas varying the ZDP type (1° vs. 2°) showed no effect on wear. The use of Group II base stocks was associated with significantly lower viscosity increases.

The API has established lubricant specifications, which include standard tests for ring and liner wear. The Mack T-10 is one such test, performed on a prototype engine with Exhaust Gas Recirculation (EGR). At EOT, the liner wear is measured by profilometry, while the ring wear is measured by weight loss. It was decided to monitor the wear of the rings and liners during a full-length T10 test in order to observe the evolution of the wears and wear rates over the course of the test, by using the Surface Layer Activation (SLA) and Bulk Activation (BA) techniques. Three different radioisotopes were created, one in the liners at the turnaround zone, one in the chromium-containing coating on the ring faces, and one in the iron bulk of the rings. This enabled us to observe the wear characteristics of these three components separately. In particular, we were able to separate the face and side ring wears, which cannot be done with simple weight-loss measurements.

The critical particle size for a high-pressure injection system was determined. Various double-cut test dusts ranging from 0 to 5 μm to 10 to 20 μm were evaluated to determine which test dust caused the high-pressure system to fail. With the exception of the 0- to 5-μm test dust, all test dust ranges caused failure in the high-pressure injection system. Analysis of these evaluations revealed that the critical particle size, in initiating significant abrasive wear, is 6 to 7 μm. Wear curve formulas were generated for each evaluation. A formula was derived that allows the user to determine if the fuel filter effluent will cause harmful damage to the fuel system based on the number of 5-, 10-, and 15-μm particles per milliliter present. A methodology was developed to evaluate fuel filter performance as related to engine operating conditions. The abrasive methodology can evaluate online filter efficiency and associated wear in a high-pressure injection system.

In off-highway applications the engine torque is distributed between the transmission (propulsion) and other accessories such as power steering, air conditioning and implements. Electronic controls offer the opportunity to more efficiently manage the control of the engine and transmission as an integrated system. This paper deals with development of a steepest descent algorithm for maximizing the efficiency of hydrostatic transmission along with the engine in the presence of accessory load. The methodology is illustrated with an example. The strategy can be extended to the full hydro-mechanical configuration as required. Applications of this approach include adjusting for component wear and intelligent energy management between different accessories for possible size reduction of powertrain components. The potential benefits of this strategy are improved fuel efficiency and operator productivity.

The lubricant is a key component in the successful operation of a manual transmission, but it is important that the interactive effects with the friction material are understood. This paper examines the effect of several key additive components on the friction and wear performance of a single sinter composition in a carefully controlled laboratory test. In addition, the test method allows one to develop information about the shift behavior of the fluid-synchronizer material combination which provides useful information about shift quality. From the original experimental design program a predictive model was developed and an optimized formulation was tested as a validation of the results.

While standardized laboratory-scale wear tests are available to predict the lubricity of liquid fuels under ambient conditions, the reality is that many injection systems operate at elevated temperatures where fuel vaporization is too excessive to perform the measure satisfactorily. The present paper describes a High Pressure High Frequency Reciprocating Rig (HPHFRR) purposely designed to evaluate fuel lubricity in a pressurized environment at temperatures of up to 300°C. The remaining test parameters are identical to those of the widely standardized High Frequency Reciprocating Rig (HFRR). Results obtained using the HPHFRR indicate that wear rate with poor lubricity fuels is strongly sensitive to both temperature and oxygen partial pressure and may be orders of magnitude higher than at ambient conditions. Surprisingly however, wear rate was found to decrease dramatically at temperatures above 100°C, possibly due to evaporation of dissolved moisture.

This paper is the second of two that describe the effects of low-lubricity fuels on diesel injection pump performance. The first paper describes the primary failure mechanisms and wear processes in a number of failed pumps removed from both military and civilian vehicles that had been operated on Jet A-1 and diesel fuels. However, the multitude of unregulated parameters in practical operation renders quantitative comparison between different fuels and pump combinations impractical. This paper describes the degradation in pump performance and the wear processes associated with fuels of varying lubricity in the well-defined environment of a pump test stand. The test methodology concentrates on those areas previously demonstrated to be most susceptible to wear. The results indicate that pump durability is reduced by highly refined low-viscosity fuels, but may be successfully counteracted by either improved metallurgy or lubricity additives.

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.

Since the invention of the internal combustion engine, the contact between piston ring and cylinder liner has been a major concern for engine builders. The quality and durability of this contact has been linked to the life of the engine, its maintenance, and its exhaust gas and blowby emissions, but also to its factional properties and therefore fuel economy. While the basic design has not changed, many factors that affect the performance of the ring/liner contact have evolved and are still evolving. This paper provides an overview of observations related to the lubrication of the ring/liner contact.

Interactions between a Zinc dialkyldithiophosphate (ZDP) and three different commercially available succinimide dispersants were observed through changes in solutions behavior, as determined by viscometry and Fourier Transform Infrared spectroscopy (FTIR), and four-ball tests. The viscometric response observed for two component blends of ZDP and succinimide dispersant in white oil changed as a function of the molar Zn to N ratio, indicative of specific interactions. The break in the viscometric response curve occurred at Zn:N=0.13 for all three succinimide dispersants. FTIR spectra of the same ZDP-dispersant blends were examined and similar Zn:N dependencies were observed. Four-ball tests measuring wear scar diameter, seizure load and weld load showed a dependence on the Zn to N ratio similar to that observed by viscometry. At very low Zn to N ratios wear and seizure load were decreased, while at higher ratios the seizure and weld loads were increased over that for ZDP alone.

Accurate, timely field test results are necessary to develop and validate lubricants meeting frequently changing performance requirements. Field tests can also provide valuable information about performance deficiencies (e.g., soot related wear) which are not apparent in laboratory development tests. Since field tests are time intensive and increasingly expensive, it is imperative that the data generated provide meaningful results with reasonable expenditures. The data generation and analysis process are being constantly improved according to the principles of quality management. Part of the process improvement focuses on accurate, realistic treatment of the data since more variation is typically observed in field tests than in laboratory tests. One of the most difficult analytical processes occurs with oil consumption data.

Radioactive tracer technology (RAT) is an important tool in measuring component wear in an operating engine on a real-time basis. This paper will discuss the use of RAT to study and evaluate boundary lubricant and surfactant chemistries aimed at providing benefits in wear control. In particular, RAT was employed to study ring and bearing wear as a function of engine operating condition (speed, load, and temperature) and lubricant characteristics. Prior to testing, the engine's compression rings and connecting rod bearings were subjected to bulk thermal neutron bombardment in a nuclear reactor to produce artificial radioisotopes that were separately characteristic of the ring and bearing wear surfaces. The irradiated parts were installed in the test engine, after which testing to a specific test matrix was accomplished.

The International Lubricant Standardization and Approval Committee (ILSAC) GF-2 requirements for Passenger Car Motor Oils (PCMOs) will lower phosphorus limits from a maximum of 0.12% allowed by ILSAC GF-1 to a maximum of 0.10%. In effect, the ILSAC GF-2 phosphorus limit removes 17% of the most commonly used antiwear and antioxidant additive in current PCMOs, zinc dialkyldithiophosphate (ZDP). This paper outlines some work in ASTM Sequence V engine dynamometer tests to quantify the effect of reducing the ZDP on valve train wear and sludge formation. Engine data for the Sequence VE, the proposed Sequence VF, and the modified Sequence VE are presented. These three tests summarize the evolution of the Sequence V from the Sequence VE for GF-1 to the dual plug Sequence VE configuration for the GF-2 specification.

The United States and Europe are mandating increasingly severe diesel fuel specifications, particularly with respect to sulfur content, and in some areas, aromatics content. This trend is directed towards reducing vehicle exhaust emissions and is generally beneficial to fuel quality, ignition ratings, and stability. However, laboratory studies, as well as recent field experience in Sweden and the United States, indicate a possible reduction in the ability of fuels to lubricate sliding components within the fuel injection system. These factors, combined with the trend toward increasing injection pressure in modern engine design, are likely to result in reduced durability and failure of the equipment to meet long-term emissions compliance. The U.S. Army Belvoir Fuels and Lubricants Research Facility (BFLRF) located at Southwest Research Institute (SwRI) developed an accelerated wear test that predicts the effects of fuel lubricity on injection system durability.

An Automatic Tire Inflation System (ATIS), specifically designed for use on commercial long haul trailers underwent complete testing and evaluation in 1993/1994.1 Testing and evaluation included a field test of a prototype system and a controlled laboratory evaluation of the Rotary Union which is the only component subject to wear. The testing of the prototype system indicated that design improvements were necessary before the system could be installed in fleet operations. The design improvements were completed and field installation of production ATIS began. The design improvements were intended to improve overall system durability, decrease installation time, to have less effect on the axle structure than the original design, implement the use of SAE or DOT Approved pressure components and increase overall dependability of the system. ATIS systems have now been developed and tested for most domestic trailer axle configurations.

System contamination caused by contaminates or small particles built-in, self-generated, or inhaled from environment presents severe problems. The problems include but are not limited to the malfunctioning of valves, pumps, seals and injectors or lock-up of these components; increased wear of bearings, piston rings, and other friction components; and degradated machine performance. In general, system contamination changes a deterministic system into a stochastic system and shortens machinery service life. In this paper, these contamination problems are discussed in categories and associated analysis, testing and computer modeling methodologies are also discussed.

Radioactive tracer technology is an important tool for measuring component wear on a real-time basis and is especially useful in measuring engine wear as it is affected by combustion system operation and lubricant performance. Combustion system operation including the use of early and/or late fuel injection and EGR for emissions control can have a profound effect on aftertreatment contamination and engine reliability due to wear. Liner wear caused by localized fuel impingement can lead to excessive oil consumption and fuel dilution can cause excessive wear of rings and bearings. To facilitate typical wear measurement, the engine's compression rings and connecting rod bearings are initially exposed to thermal neutrons in a nuclear reactor to produce artificial radioisotopes that are separately characteristic of the ring and bearing wear surfaces.