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The major drivers in the development of the latest generation of engines are environmental. For diesel engines, mitigating the effects of soot contamination remains a significant factor in meeting these challenges. There is general consensus of soot impacting oil performance. Considerable efforts have been made towards a greater understanding of soot-lubricant interaction and its effects on engine performance. However, with evolution of engine designs resulting in changes to soot composition/ properties, the mechanisms of soot-lubricant interaction in the internal combustion engine continue to evolve. A variety of mechanisms have been proposed to explain soot-induced wear in engine components. Furthermore, wear is not the only topic among researchers. Studies have shown that soot contributes to oil degradation by increasing its viscosity leading to pumpability and lubricant breakdown issues.

The paper discusses the concept, design and final results from the ‘Ultra Boost for Economy’ collaborative project, which was part-funded by the Technology Strategy Board, the UK's innovation agency. The project comprised industry- and academia-wide expertise to demonstrate that it is possible to reduce engine capacity by 60% and still achieve the torque curve of a modern, large-capacity naturally-aspirated engine, while encompassing the attributes necessary to employ such a concept in premium vehicles. In addition to achieving the torque curve of the Jaguar Land Rover naturally-aspirated 5.0 litre V8 engine (which included generating 25 bar BMEP at 1000 rpm), the main project target was to show that such a downsized engine could, in itself, provide a major proportion of a route towards a 35% reduction in vehicle tailpipe CO2 on the New European Drive Cycle, together with some vehicle-based modifications and the assumption of stop-start technology being used instead of hybridization.

Life Cycle Assessment (LCA) is a methodology used to determine quantitatively the environmental impacts of a range of options. The environmental community has used LCA to study all of the impacts of a product over its life cycle. This analysis can help to prevent instances where a greater degree of environmental harm results when changes are made to products based on consideration of impacts in only part of the life cycle. This study applies the methodology to engine lubricants, and in particular chlorine limits in engine lubricant specifications. Concern that chlorine in lubricants might contribute to emissions from vehicle exhausts of polychlorinated dibenzo-p-dioxins (PCDD) and polychlorinated dibenzofurans (PCDF), collectively called PCDD/F, led to the introduction of chlorine limits in lubricant specifications. No direct evidence was available linking chlorine in lubricants to PCDD/F formation, but precautionary principles were used to set lubricant chlorine limits.

The Engine Oil Industry Base Oil Interchange (BOI) and Viscosity Grade Read Across (VGRA) guidelines developed by the American Petroleum Institute (API) provide a means to significantly reduce the time to market for current technology engine oils. This process has several advantages including the public display of data and a consensus evaluation of the submitted data. The process also has several limitations including timeliness of the consensus process, and the applicability and flexibility of an all-encompassing, industry-wide guideline. An enhancement to the all-encompassing, industry-wide consensus process is the Single Technology Matrix (STM). The idea behind this approach is to use sufficient data from a single technology to develop and use BOI for that specific technology. The advantages of the STM include improved technical merit, timeliness and flexibility in establishing BOI.

Historically, vehicle fluid condition has been monitored by measuring miles driven or hours operated. Many current vehicles have more sophisticated monitoring methods that use additional variables such as fuel consumption, engine temperature and engine revolutions to predict fluid condition. None of these monitoring means, however, actually measures a fluid property to determine condition, and that is about to change. New sensors and diagnostic systems are being developed that allow real time measurement of some lubricant physical and/or chemical properties and interpret the results in order to recommend oil change intervals and maximize performance. Many of these new sensors use electrochemical or acoustic wave technologies. This paper examines the use of these two technologies to determine engine oil condition and focuses on the effects of lubricant chemistry on interpreting the results.

A European test procedure for evaluating engine deposits, using the Mercedes Benz M111 bench engine, has already been approved for inlet valve deposits (IVD) and is under development for combustion chamber deposits (CCD) by the Co-ordinating European Council (CEC). This paper describes CCD effects on emissions using a slightly modified version of this engine test procedure and compares it with CCD/emissions data from road vehicles. The engine used was a modern four valve, four cylinder, 2.0 litre passenger car unit and the bench test procedure used extended the operating time from the specified 60 hours to 180 hours. The road vehicle trial used two Mercedes Benz C200 passenger cars fitted with the M111 engine and two Ford Mondeo 2.0 litre passenger cars. Data was collected up to 11200km, approximately equivalent to 180 hours operation of the bench engine.

This paper describes the results of a series of tests on a heavy-duty truck diesel engine using conventional and low viscosity lubricants. The objectives were to explore the impact of reducing lubricant viscosity on wear, friction and fuel consumption. The radiotracing Thin Layer Activation method was used to make on-line measurements of wear at the cylinder liner, top piston ring, connecting rod small end bush and intake cam lobe. The engine was operated under a wide range of conditions (load, speed and temperature) and with lubricants of several different viscosity grades. Results indicate the relationship between lubricant viscosity and wear at four critical locations. Wear at other locations was assessed by analysis of wear metals and post test inspection. The fuel consumption was then measured on the same engine with the same lubricants. Results indicate the relationship between oil viscosity and fuel consumption under a wide range of operating conditions.

With the continued growth of the sport utility vehicle (SUV) market in North America in recent years more emphasis has been placed on fluid performance in these vehicles. In addition to fuel economy the key performance area sought by original equipment manufacturers (OEMs) in general has been temperature reduction in the axle. This is being driven by warranty claims that show that one of the causes of axle failure in these type vehicles is related to overheating. The overheating is, in turn, caused by high load situations, e.g., pulling a large trailer at or near the maximum rated load limit for the vehicle, especially when the vehicle or its main subcomponents are relatively new. The excessive temperature generally leads to premature failure of seals, bearings and gears. The choice of lubricant can have a significant effect on the peak and stabilized operating temperature under these extreme conditions.

A predictive model for estimating the fuel saving of “top tier” engine, axle and transmission lubricants (compared to “mainstream” lubricants), in a heavy duty truck, operating on a realistic driving cycle, is described. Simulations have been performed for different truck weights (10, 20 and 40 tonnes) and it was found that the model predicts percentage fuel economy benefits that are of a similar magnitude to those measured in well controlled field trials1. The model predicts the percentage fuel saving from the engine oil should decrease as the vehicle load increases (which is in agreement with field trial results). The percentage fuel saving from the axle and gearbox oils initially decreases with load and then stays more or less constant. This behaviour is due to the detailed way in which axle and gearbox efficiency varies with speed/load and lubricant type.

It is expected that the world's energy demand will double by 2050, which requires energy-efficient technologies to be readily available. With the increasing number of vehicles on our roads the demand for energy is increasing rapidly, and with this there is an associated increase in CO₂ emissions. Through the careful use of optimized lubricants it is possible to significantly reduce vehicle fuel consumption and hence CO₂. This paper evaluates the effects on fuel economy of high quality, low viscosity heavy-duty diesel engine type lubricants against mainstream type products for all elements of the vehicle driveline. Testing was performed on Shell's driveline test facility for the evaluation of fuel consumption effects due to engine, gearbox and axle oils and the variation with engine operating conditions.

The development of new transmission designs continues to affect the vehicle market. Continuously variable transmissions (CVTs) remain one of the more recent designs that impact the vehicle market. A desire for high belt-pulley capacity has driven studies concentrating on metal-on-metal (M/M) friction as a function of the CVT fluid. This paper describes the statistical techniques used to optimize the fluid friction as a function of additive components in a bench-scale, three-element test rig.

The demonstration benefit from fuel-borne fuel-economy additives to a precision of 1%, or better, traditionally requires very careful experimental design and considerable resource intensity. In practice, the process usually requires the use of well-defined drive cycles (e.g. emission certification cycles HFET, NEDC) in conjunction with environmentally-controlled chassis dynamometer facilities. Against this background, a method has been developed to achieve high-precision fuel economy comparison of gasoline fuels with reduced resource intensity and under arbitrary real-world driving conditions. The method relies upon the inference of instantaneous fuel consumption via the collection of OBD data and the simultaneous estimation of instantaneous engine output from vehicle dynamical behaviour.

It has been recognized for many years that multipurpose axle lubricants give rise to much higher axle break-in temperatures than lead-soap, active-sulfur or sulfur-chlorine-lead lubricants. Evaluation of differences in axle lubricant break-in temperature between the various multipurpose gear lubricants has been complicated by lack of repeatability and reproducibility. The work described in this paper shows that one of the most important variables affecting axle break-in temperature, under the conditions of the test technique used, was torsional axle preload and that control of dimensional preload in itself is not sufficient to ensure good test repeatability. The test technique described here has been used to evaluate the axle lubricant break-in temperature properties of several sulfur-phosphorus multipurpose gear lubricants.

This paper outlines the history and background of the NLGI (formerly known as the National Lubricating Grease Institute) lubricating grease specifications, GC-LB classification of Automotive Service Greases as well as details on the development of new requirements for their High-Performance Multiuse (HPM) grease certification program. The performance of commercial lubricating grease formulations through NLGI's Certification Mark using the GC-LB Classification system and the recently introduced HPM grease certification program will be discussed. These certification programs have provided an internationally recognized specification for lubricating grease and automotive manufacturers, users and consumers since 1989. Although originally conceived as a specification for greases for the re-lubrication of automotive chassis and wheel bearings, GC-LB is today recognized as a mark of quality for a variety of different applications.

Recently, research and testing of oxygenated diesel fuels has increased, particularly in the area of exhaust emissions. Included among the oxygenated diesel fuels are blends of diesel fuel with ethanol, or E diesel fuels. Exhaust emissions testing of E diesel fuel has been conducted by a variety of test laboratories under various conditions of engine type and operating conditions. This work reviews the existing public data from previous exhaust emissions testing on E diesel fuel and includes new testing performed in engines of varied design. Emissions data compares E diesel fuel with normal diesel fuel under conditions of different engine speeds, different engine loads and different engine designs. Variations in performance under these various conditions are observed and discussed with some potential explanations suggested.

The Lubricant Test Monitoring System (LTMS) is the calibration system methodology and protocol for North American engine oil and gear oil tests. This system, administered by the American Society for Testing Materials (ASTM) Test Monitoring Center (TMC) since 1992, has grown in scope from five gasoline engine tests to over two dozen gasoline, heavy duty diesel and gear oil tests ranging from several thousand dollars per test to almost one-hundred thousand dollars per test. LTMS utilizes Shewhart and Exponentially Weighted Moving Average (EWMA) control charts of reference oil data to assist in the decision making process on the calibration status of test stands and test laboratories. Equipment calibration is the backbone step necessary in the unbiased evaluation of candidate oils for oil quality specifications.

This paper features the results of emission tests conducted on diesel oxidation catalysts, and the combination of diesel oxidation catalysts and water blend fuel (diesel fuel continuous emulsion). Vehicle chassis emission tests were conducted using an urban bus. The paper reviews the impact and potential benefits of combining catalyst and water blend diesel fuel technologies to reduce exhaust emissions from diesel engines.

Addition of nitroalkanes to gasoline is shown to reduce the octane quality. The reduction in the Motor Octane Number (MON) is greater than the reduction in the Research Octane Number (RON). In other words addition of nitroalkanes causes an increase in octane sensitivity. The temperature of the compressed air/fuel mixture in the MON test is higher then in the RON test. Through chemical kinetic modelling, we are able to show how the temperature dependence of the reactions responsible for break-up of the nitroalkane molecule can lead to an increase in octane sensitivity. Results are presented from an Homogenous Charge Compression Ignition (HCCI) engine with a homogeneous charge in which the air intake temperature was varied. When the engine was operated on gasoline-like fuels containing nitroalkanes, it was observed that the combustion phasing was much more sensitive to the air intake temperature. This suggests a possible means of controlling combustion phasing for HCCI.

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.

Wet clutch friction devices are the primary means by which torque is transmitted in 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 ( 2006-01-3270 - Next Generation Torque Control Fluid Technology, Part I: Break-Away Friction Slip Screen Test Development), a testing tool was developed to simulate a limited slip differential break-away event using a Full Scale-Low Velocity Friction Apparatus (FS-LVFA). The purpose of this test was to investigate the fundamental interactions between lubricants and friction materials. The original break-away friction screen test, which used actual vehicle clutch plates and a single friction surface, proved a useful tool in screening new friction modifier technology.