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Specific frictional properties are essential to provide correct and pleasurable shifting in a manual transmission. Synchroniser rings are being manufactured from an increasingly wider range of materials, and so it is important to understand synchroniser-additive interactions in order to develop tailored lubricants that provide the desired frictional performance. This paper describes a study of the interaction of various friction modifier additives with a range of synchroniser materials in order to better understand the potential to develop lubricants that provide optimal frictional performance across a wide range of manual transmission-synchroniser systems. This presentation will outline the results of testing fluids with a range of synchroniser materials and will be followed by a future paper that will describe details of the fluids and analysis of their interactions with the different synchroniser surfaces.

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.

A major drive to develop methanol-fueled vehicles began with the 1973 oil embargo. Early work with dedicated methanol-fueled vehicles demonstrated that lubricant choice influenced engine durability. The qualities desired were not defined by the gasoline engine oil classification system in place at the time. As a result oils were developed which optimized those properties deemed desirable for methanol fuel. The advent of fuel sensors made it possible to design a vehicle which can operate on gasoline or gasoline with varying levels of methanol without intervention by the operator. This created a need for a lubricant that can handle a diversity of methanol/gasoline mixtures as well as conventional gasoline. The paper reviews some of the lubricants that have been used in prototype methanol-capable vehicles and the improvement of these formulations to meet the latest gasoline engine performance criteria while maintaining satisfactory methanol performance.

Interactions between automatic transmission fluid (ATF) components and composite friction materials and their effect on friction system performance continues to be an active area of interest to the automotive industry. A more fundamental understanding is needed of how base fluids, ATF additives, friction materials, and transmission design interact to produce the observed transmission system performance and durability. We herein report results from investigations carried out using a relatively thermo-oxidatively stable polyalphaolefin (PAO) base fluid treated with components representative of several additive types we previously reported to have significant negative effects on frictional performance. Secondly, we investigated a conventionally refined 150 N base oil treated with a calcium sulfonate detergent previously shown to improve friction performance.

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.

Extended drain of axle and transmission lubricants has gained wide acceptance in both passenger car and commercial vehicle applications. Understanding how the lubricant changes during extended drain operations is crucial in determining appropriate lubricants and drain intervals for these applications. A suitable aging screen test with an established relationship to field performance is essential. Over the years numerous methods have been studied (DKA, GFC, ISOT, ASTM L-60) with varying degrees of success1,2,3. Current methods tend to be overly severe in comparison to field experience, hence the need for further work in this area. As a result of recent work, a lubricant aging test method has been developed which shows good correlation with field experience, giving us an effective tool in the development of long drain oils.

Requirements to reduce emissions and improve vehicle fuel economy continue to increase, spurred on by agreements such as the Kyoto Protocol. Lubricants can play a role in improving fuel economy, as evidenced by the rise in the number of engine oil specifications worldwide that require fuel economy improvements. A novel friction modifier technology has been developed to further improve vehicle fuel economy. The development of this novel friction modifier technology which contains only N,O,C,H was previously published along with the initial demonstration of performance in motorized Toyota engines. In order to validate this performance in fired engine tests, oil was evaluated in a Toyota Corolla Fielder with a 1500 cc gasoline engine. Testing was conducted in the Japanese 10-15 and JC08 modes, as well as the European EC mode, and the US FTP mode.

Specific frictional properties are essential to provide correct and pleasurable shifting in a manual transmission. Synchroniser rings are being manufactured from an increasingly wider range of materials, and it is important to understand synchroniser-additive interactions in order to develop tailored lubricants that provide the desired frictional performance. This paper describes a study of the interaction of various friction modifier additives with a range of synchroniser materials in order to better understand the potential to develop lubricants that provide optimal frictional performance across a wide range of manual transmission-synchroniser systems.

The use of a copper diesel fuel additive in an emission control system improves particulate oxidation. This expands the operability of available systems by reducing the particulate mass loading and related external energy consumption required during regeneration. Easier, more frequent regenerations improve overall engine/system efficiency and reduce thermal stress on filtration media. Procedures for optimizing additive use are presented. In addition, the results from a health study are reviewed.

The international Lubricant Standardization and Approval Committee (ILSAC) GF-2 specification requires Passenger Car Motor Oils to provide enhanced fuel economy in a modern low friction engine (ASTM Sequence VIA). In previous SAE publications the authors have studied the boundary lubrication regime and documented the impact of friction modifiers and antiwear additives on Sequence VIA fuel economy. This paper shifts the focus to the hydrodynamic lubrication regime and details fundamental studies of viscosity modifiers and base oils on fuel economy as measured by this low friction engine. The viscosity modifiers were found to have surprisingly little impact on this test, while moving to base oils of higher viscosity index improved fuel economy as might be theoretically expected. A study of formulating SAE 5W-30 motor oils with base oils of increasing viscosity index showed the optimum fuel economy was able to be obtained with a high viscosity index base stock.

The regenerative characteristics of a diesel particulate filter have been experimentally examined. The effect of particulate accumulation on system backpressure was of primary interest. To improve particulate regeneration, a copper compound was added to the fuel. The test results demonstrate that copper-containing fuel additives improve the regeneration characteristics of the filter, maintaining system backpressure at an acceptable level. Improved regeneration performance is expected to extend the operating range and life of the filter system. A model describing regeneration characteristics was developed to indicate the benefits of fuel copper concentration in controlling system backpressure.

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.

Piston ring land deposit formation is a key performance criterion in the ASTM Sequence IIIE engine test. Because engine testing of lubricant formulation variables is expensive, a ring land deposit bench test was developed replicating the Sequence IIIE bulk oxidation and deposit formation mechanisms. Following an initial bulk oxidation of the candidate oils, deposits similar in chemical composition and morphology to Sequence IIIE ring land deposits are produced in a modified panel coker apparatus. Good correlation with the ASTM Sequence IIIE engine test has been established. Lubricant additive and base oil effects on oxidation control and deposit formation have been investigated. Their influences on lubricant formulation strategy are discussed.

The technology has been developed which will allow manufacturers to produce cars capable of running on methanol/gasoline blends with a methanol content up to 85% (i.e., M85). These cars will operate on varying methanol/gasoline ratios without any adjustments from the driver. The dual-fuel capability is attractive since vehicle use will not be handicapped by a restricted fuel distribution system. In addition, it provides the option of running on an environmentally “cleaner” fuel where it is available. The advent of fuel-flexible vehicles encourages the development of lubricants which will satisfy the demands of both fuels. The unique properties of methanol, however, increase the challenges of meeting the lubricant performance needs. Field and engine dynamometer testing have been aimed at understanding the response of key lubricant variables with M85. Short-trip, cold-weather conditions have been of particular concern.

Viscosity Modifiers (VM's) are commonly sold as polymer in oil concentrates. Thus, the handling (pumpability and mixability) characteristics of these systems are important practical considerations. These VM's normally are characterized only by kinematic viscosity, although they are handled at a range of shear rates/stresses which kinematic viscosity does not describe. New polymer types and structures and the desire to make the modifier level as high as possible requires more than a single point kinematic viscosity measurement. The rheological behavior of the concentrate is required to make economical systems that can be handled in a practical manner. This paper represents an initial study of viscosity modifier concentrates by rheological techniques.

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.

The effects of gasoline composition, as represented in typical regular and premium unleaded gasolines and fuel additives, on Combustion Chamber Deposits (CCD) were investigated in BMW and Ford tests. In addition, the influences of engine lubricant oil and ethanol oxygenate on CCD were examined in Ford 2.3L engine dynamometer tests. Also, additive effects of packages based on mineral oil fluidizers versus synthetic fluidizers were studied in several different engines for CCD. Finally, a new method for evaluating the effect of fluidizers on valve sticking is introduced.

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 proposed International Lubricant Standardization and Approval Committee (ILSAC) GF-2 specification requires Passenger Car Motor Oils to provide enhanced fuel economy in a modern low friction engine (Sequence VIA). This paper details fundamental studies of lubricant effects on fuel economy as measured by this low friction engine. Several conventional friction modifiers were tested with surprising results. One ester friction modifier, Ester B, which provides excellent fuel economy improvement in the Sequence VI, was found to be detrimental to the Sequence VIA. A second ester friction modifier, Ester A, performed as expected. Additionally, two molybdenum compounds, which are reported to provide excellent fuel economy in the Sequence VI, showed no fuel economy benefit in the Sequence VIA.

Intentionally adding water to oil, in the laboratory, provides an indication of the oil's ability to tolerate the presence of water. Various characteristics, such as emulsion, haze or separation, may be observed. Some blends of oil and water have been shown to form structures when left undisturbed. A visual, qualitative, storage test is capable of detecting this phenomenon as the presence or absence of structure. However, the time frame of formation can be on the order of days or weeks and is sensitive to handling and temperature effects. Quantitative methods are required for any evaluation of chemistry, temperature and handling effects on the rate and strength of structure formation. This paper describes rheological and electrical methods which directly and indirectly measure the tendency to form a structure at the molecular level, yielding rate of formation and strength information.