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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.

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.

As the motorcycle market grows, the fuel efficiency of motorcycle oils is becoming an important issue due to concerns over the conservation of natural resources and the protection of the environment. Fuel efficient engine oils have been developed for passenger cars by moving to lower viscosity grades and formulating the additive package to reduce friction. Motorcycle oils, however, which operate in much higher temperature regimes, must also lubricate the transmission and the clutch, and provide gear protection. This makes their requirements fundamentally very different from passenger car oils. Developing fuel efficient motorcycle oils, therefore, can be a difficult challenge. Formulating to reduce friction may cause clutch slippage and reducing the viscosity grade in motorcycles must be done carefully due to the need for gear protection.

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.

Over several years, a fuel economy test measurement technique has been developed to highlight the magnitude of benefits expected in real world applications of different heavy-duty vehicle (HDV) engine oils in an operating vehicle. This method provides discriminatory results using an alternative to the widely used gravimetric fuel measurement methodology of Brake Specific Fuel Consumption (BSFC), in order to measure gains of <2% in a more repeatable manner. For the results to prove meaningful to the wider commercial audience, such as vehicle operators, original equipment manufacturers and oil providers, the systemic test vehicle operating conditions need to closely represent on-road conditions experienced on a daily basis by long haul, heavy duty diesel vehicles. This paper describes the parameters, necessary measures and methodologies required to record real world data and create representative proving ground test cycles.

Conventional methods for determining automotive powertrain efficiency include (1) component-level testing, such as engine dynamometer, transmission stand or axle stand testing, (2) simulations based on component level test data and (3) vehicle-level testing, such as chassis dynamometer or on-road testing. This paper focuses on vehicle-level testing to show where energy is lost throughout a complete vehicle powertrain. This approach captures all physical effects of a vehicle driving in real-world conditions, including torque converter lockup strategies, transmission shifting, engine control strategies and inherent mechanical efficiency of the components. A modern rear-wheel drive light duty pickup truck was instrumented and tested on a chassis dynamometer. Power was measured at the engine crankshaft output, the rear driveshaft and at the dynamometer.

Increased awareness of preserving the environment has motivated the development of a wide variety of environmentally compatible products. Such products include environmentally compatible lubricants. Sale and use of these types of lubricants illustrates diligence by the lubricant manufacturer, original equipment manufacturer (OEM), and the consumer in contributing to a cleaner environment. The use of this type of lubricant could enhance the image of the lubricant manufacturer and vendor as well as the equipment manufacturer who employs such a fluid. To base such a lubricant on a vegetable oil creates a product environmentally friendly by its farming origin and its ability to readily biodegrade if released. No machinery is so uniquely suited to using vegetable oil based lubricants as agricultural equipment. Since this equipment is particularly close to the environment, the lubricant can easily come in contact with the soil, ground water, and crops.

Automatic transmission clutches are complex tribological systems. Frictional performance is controlled by the interaction of base fluids, additive components, composition clutches, and steel reaction plates with varying energy inputs and thermal stresses in an oxidizing environment. This paper, rather than addressing fully formulated fluid performance in such a system, takes a more fundamental approach where the number of system variables is reduced and the relative effects of formulation variables on system performance can be better examined. Relationships among observed friction performance, system oxidation, friction member condition, and representative performance additives are explored using a synthetic base fluid and a conventionally refined mineral base fluid.

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).

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.