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The operating conditions of a typical motorcycle are considerably different than those of a typical passenger car and thus require an oil capable of handling the unique demands. One primary difference, wet clutch lubrication, is already addressed by the current JASO four-stroke motorcycle engine oil specification (JASO T 903:2011). Another challenge for the oil is gear box lubrication, which may be addressed in part with the addition of a gear protection test in a future revision to the JASO specification. A third major difference between a motorcycle oil and passenger car oil is the more severe conditions an oil is subjected to within a motorcycle engine, due to higher temperatures, engine speeds and power densities. Scooters, utilizing a transmission not lubricated by the crankcase oil, also place higher demands on an engine oil, once again due to higher temperatures, engine speeds and power densities.

Increasingly stringent fuel economy and emissions regulations around the world have forced the further optimization of nearly all vehicle systems. Many technologies exist to improve fuel economy; however, only a smaller sub-set are commercially feasible due to the cost of implementation. One system that can provide a small but significant improvement in fuel economy is the lubrication system of an internal combustion engine. Benefits in fuel economy may be realized by the reduction of engine oil viscosity and the addition of friction modifying additives. In both cases, advanced engine oils allow for a reduction of engine friction. Because of differences in engine design and architecture, some engines respond more to changes in oil viscosity or friction modification than others. For example, an engine that is designed for an SAE 0W-16 oil may experience an increase in fuel economy if an SAE 0W-8 is used.

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.

Global original equipment manufacturers (OEMs) have requested lower viscosity automatic transmission fluid (ATF) for use in conventional and 6-speed automatic transmissions (AT) to meet growing demands for improved fuel economy. While lower-viscosity ATF may provide better fuel economy by reducing churning losses, other key performance attributes must be considered when formulating lower viscosity ATF(1,2). Gear and bearing performance can be key concerns with lower-viscosity ATFs due to reduced film thickness at the surfaces. Long-term anti-shudder performance is also needed to enable the aggressive use of controlled slip torque converter clutches that permit better fuel economy. And, friction characteristics need to be improved for higher clutch holding capacity and good clutch engagement performance. This paper covers the development of next-generation, low-viscosity ATF technology, which provides optimum fuel economy along with wear and friction durability.

A 100-hour engine dynamometer test for intake valve deposits (IVD) which uses a Ford 2.3L engine was developed by the Coordinating Research Council (CRC). Recently, this test has been approved by the American Society for Testing and Materials (ASTM) as Test Method D 6201-97. Since this test offers improvements in test variability, duration, and cost, it is expected to replace ASTM D 5500-94, a 16,000-km vehicle test run using a BMW 318i, as the key performance test for the Certification of Gasoline Deposit Control Additives by the EPA Final Rule. As a step in the replacement process, a correlation between valve deposit levels for the CRC 2.3L Ford IVD test and ASTM D 5500 BMW IVD test must be determined. This paper provides a statistical review of available data in an attempt to provide such a correlation.

Carefully controlled intake valve deposit (IVD) cleanup testing is found to be an effective method for differentiating the effect of the deposit control additives on combustion chamber deposits (CCD). The IVD buildup procedure produces a consistent initial level of CCD that the cleanup additive, the additive of interest, continues to build on until the end of the cleanup test. This “end of cleanup” CCD is found to be as repeatable and differentiable a measurement as tests run under the more common “keep clean” type operation. While IVD cleanup testing induces a mid-test disturbance in the form of the end of buildup measurement, it aligns well with two key CCD protocols in terms of the higher additive treat rates used and the extended total test length. In an analysis of results from IVD cleanup tests run using four different engine/vehicle procedures on seven different additives, several findings stood out.

The Nissan KA24E engine test is designated to replace the Ford Sequence VE engine test as the low temperature valve train wear requirement for ILSAC (International Lubricant Standardization and Approval Committee) GF-3. The KA24E (recently designated the Sequence IV A) represents much of the current world-wide material and design technology while retaining the sliding cam/follower contact found in earlier engine designs. The work presented here is the first of two reports. In this first report, the physical and chemical environment the KA24E engine presents a lubricant is characterized and compared to those of the Sequence VE engine. Valve train materials and wear modes are investigated and described. Although chemical analysis of drain oils indicate the KA24E procedure does not degrade the lubricant to the extent seen in the Sequence VE test, valve train wear appears to proceed in a similar manner in both tests.

The work presented here is the second of two papers investigating the KA24E engine test. The first paper characterized the KA24E engine in terms of the physical and chemical operating environment it presents to lubricants. The authors investigated oil degradation and wear mechanisms, and examined the differences between the KA24E and the Sequence VE engine tests. It was shown that while the KA24E does not degrade the lubricant to the extent that occurs in the Sequence VE, wear could be a serious problem if oils are poorly formulated. This second paper examines the wear response of the KA24E to formulation variables. A statistically designed matrix demonstrated that the KA24E is sensitive to levels of secondary zinc dialkyldithiophosphate (ZDP), dispersant and calcium sulfonate detergent. This matrix also showed that the KA24E appears to have good repeatability for well formulated oils and is a reasonable replacement for the wear component of the Sequence VE.

Wet clutch friction devices are the primary means by which torque is transmitted through many of today's modern vehicle drivelines. These devices are used in automatic transmissions, torque vectoring devices, active on-demand vehicle stability systems and torque biasing differentials. As discussed in a previous SAE paper ( 2006-01-3271 - Next Generation Torque Control Fluid Technology, Part II: Split-Mu Screen Test Development) a testing tool was developed to correlate to full-vehicle split-mu testing for limited slip differential applications using a low speed SAE #2 friction test rig. The SAE #2 Split-Mu Simulation is a full clutch pack component level friction test. The purpose of this test is to allow optimization of the friction material-lubricant hardware system in order to deliver consistent friction performance over the life of the vehicle.

This paper describes the development of an extended vane pump test procedure utilizing the Eaton® 35VQ-25 vane pump. Evaluation of two commercial Zinc Dithiophosphate containing and two commercial non Zinc (ashless) hydraulic fluids are also described. Results show that extending the test time allows differentiation among fluids which give comparable performance in the standard 50 hour test. System cleanliness, as well as pump weight loss, must be used in the performance assessment.

Light trucks and sport utility vehicles (SUVs) have become extremely popular in the United States in recent years, but this shift to larger passenger vehicles has placed new demands upon the gear lubricant. The key challenge facing vehicle manufacturers in North America is meeting government-mandated fuel economy requirements while maintaining durability. Gear oils must provide long-term durability and operating temperature control in order to increase equipment life under severe conditions while maintaining fuel efficiency. This paper describes the development of a full-scale light duty axle test that simulates a variety of different driving conditions that can be used to measure temperature reduction properties of gear oil formulations. The work presented here outlines a test methodology that allows gear oil formulations to be compared with each other while accounting for axle changes due to wear and conditioning during testing.

Light trucks and sport utility vehicles (SUVs) have become extremely popular in the United States in recent years, but this shift to larger passenger vehicles has placed new demands upon the gear lubricant. The key challenge facing vehicle manufacturers in North America is meeting government-mandated fuel economy requirements while maintaining the durability required for severe service. In light truck/SUV applications, gear oils must provide operating temperature control under extreme conditions such as trailer-towing. Higher operating temperatures for prolonged periods can adversely affect metallurgical properties and reduce fluid film thickness, both of which can lead to premature equipment failures. In our view, operating temperature is an important indicator of durability. Unfortunately, lubricants optimized for temperature control do not always provide the best fuel economy.

The primary goal of the USAF JP-8+100 thermal stability additive (TSA) program is to increase the heat-sink capacity of JP-8 fuel by 50%. Current engine design is limited by a fuel nozzle temperature of 325°F (163°C); JP-8+100 has been designed to allow a 100°F increase in nozzle temperatures up to 425°F (218°C) without serious fuel degradation leading to excessive deposition. Previous studies have shown that TSA formulations increase the electrical conductivity of base jet fuel. In the present paper, further characterization of this phenomenon is described, as well as interactions of newer TSAs with combinations of SDA and other surface-active species in hydrocarbons, will be discussed.

The continued development of more powerful aviation turbine engines has demanded greater thermal stability of the fuel as a high temperature heat sink. This in turn requires better definition of the thermal stability of jet fuels. Thermal stability refers to the deposit-forming tendency of the fuel. It is generally accepted that dissolved oxygen initiates the deposition process in freshly refined fuels. While there are many tests that are designed to measure or assess thermal stability, many of these either do not display sufficient differentiation between fuels of average stability (JP-8) and intermediate stability (JP-8+100, JP-TS), or require large test equipment, large volumes of fuels and/or are costly. This paper will discuss the use of three laboratory tests as “concept thermal stability prediction” tools with aviation fuels, including Jet A-1 or JP-8, under JP8+100 test conditions.

The search for alternative energy sources, particularly renewable sources, has led to increased activity in the area of ethanol blended diesel fuel, or E diesel. E diesel offers potential benefits in reducing greenhouse gases, reducing dependence on crude oil and reducing engine out emissions of particulate matter. However, there are some concerns about the use of E diesel in the existing vehicle fleet. One of the chief concerns of the use of E diesel is the affect of the ethanol on the lubricating properties of the fuel and the potential for fuel system wear. Additive packages that are used to formulate E diesel fuels can improve fuel lubricity and prevent abnormal fuel system wear. This work studies the lubricity properties of several E diesel blends and the diesel fuels that are used to form them. In addition to a variety of bench scale lubricity tests, injector pump tests were performed as an indicator of long term durability in the field.

A new generation of fluid technology using novel diesel fuel detergent/dispersant chemistry provides a multitude of beneficial effects to the diesel engine, especially the latest model designs. In addition to improved injector, valve and combustion chamber deposit removal, the additive restores power, fuel economy, performance and emission levels1. Positive observations have also been documented along with improved performance concerning crankcase lube viscosity, soot loading and TBN retention. An even greater added benefit is the inherent capability of the fuel additive to deal with several EGR issues now prominent with the introduction of new engines. Recent research, reported herein, has uncovered the extensive efficacy of this chemistry for piston durability and neutralization of ring corrosion phenomena. All of the beneficial additive attributes are further enhanced with increased oxidative and thermal fuel stability and no loss of filterability.

Throughout the evolution of the automobile, passenger car motor oils have been developed to address issues of wear, corrosion, deposit formation, friction, and viscosity stability. As a result, the internal combustion engines are now developed with the expectation that the lubricants to be used in them will deliver certain performance attributes. Metallurgies, clearances, and built-in stresses are all chosen with certain expectations from the lubricant. A family of chemicals that has been universally used in formulating passenger car motor oils is zinc dithiophosphates (ZDPs). ZDPs are extremely effective at protecting highly stressed valve train components against wear failure, especially in engine designs with a sliding contact between cams and followers. While ZDPs' benefits on wear control are universally accepted, ZDPs have been identified as the source of phosphorus, which deactivates noble metal aftertreatment systems.

The popularity of SUVs and light trucks in North America, combined with the return to rear-wheel-drive cars globally, is significantly increasing the installation of torque control devices that improve vehicle stability and drivability. As with other driveline hardware, it is important to optimize the friction material-lubricant-hardware system to ensure that a torque control device provides consistent performance over the life of the vehicle. While there are many publications on friction tests relevant to automatic transmission fluids, the literature relating to torque control testing is not as well developed. In this paper, we will describe a split-mu vehicle test and the development of a split-mu screening test. The screening test uses the SAE#2 friction test rig and shows how results from this test align with those from actual vehicle testing.

The popularity of SUVs and light trucks in North America, combined with the return to rear-wheel-drive cars globally, is significantly increasing the installation rates of torque control devices that improve vehicle stability and drivability. As with other driveline hardware, it is important to optimize the friction material-lubricant-hardware system in order to ensure that a torque control device provides consistent performance over the life of the vehicle. While there are many publications on friction tests relevant to automatic transmission fluids, the literature relating to torque control testing is not as well developed. In this paper we will describe the development of a break-away friction screening test using a Full-Scale Low-Velocity Friction Apparatus (FS-LVFA). Additionally, we will illustrate how this screening test can be used to investigate the fundamental friction material-lubricant interactions that occur in continuously engaged limited slip differentials.

Mist generated from water-soluble fluids used in machining operations represents a potentially significant contribution to worker exposure to airborne particles. Part I of this study [1], discussed polymer additives as mist suppressants for straight mineral oil metalworking fluids (MWF), which have been successfully employed at several locations. This paper focuses on recent developments in polymer mist suppressants for water-based MWF, particularly in the production environment. The polymer developed and tested in this study functions on a similar basis to that for straight oil anti-mist additives. This water soluble polymer suppresses the formation of small mist droplets and results in a distribution of larger droplet sizes. These larger droplets tend to settle out near the point of machining, resulting in a significant decrease in the total airborne mist concentration.