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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 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.

The Association des Constructeurs Européen d'Automobiles (ACEA) light duty diesel engine specifications requires a kinematic viscosity measurement technique for Peugeot XUD-11 BTE drain oils. This viscosity measurement is used to define the medium temperature dispersivity of soot in the drain oil.(1) This paper discusses the use of rotational rheology methods to measure the Newtonian character of XUD-11 drain oils. The calculation of the rate index using the Hershel Bulkley model indicates the level of non-Newtonian behavior of the drain oil and directly reflects the level of soot dispersion or agglomeration. This study shows that the more non-Newtonian the drain oil the greater the difference between kinematic and rotational viscosity measurements Oscillation (dynamic) rheological techniques are used to characterize build up of soot structure.

One of the key functions of lubricating oil additives in diesel engines is to control oil thickening caused by soot accumulation. Over the last several years, it has become apparent that the composition of the base oil used within the lubricant plays an extremely important role in the oil thickening phenomenon. In particular, oil thickening observed in the Mack T-8 test is significantly affected by the aromatic content of the base oil. We have found that the Mack T-8 thickening phenomenon is associated with high electrical activity, i.e., engine drain oils which exhibit high levels of viscosity increase show significantly higher conductivities. These findings suggest that electrical interactions are involved in soot-induced oil thickening.

Two-stroke engine keep-clean data is presented to demonstrate the deposit removal capabilities of a premium fuel additive. In this testing, the fuel additive was added as a top-treatment to a 50:1 blended fuel-oil mixture. Engine testing was conducted on an EchoTM SRM-265 (25.4 cc) string trimmer run under a standardized test cycle. Test measurements included piston deposits, ring deposits, and exhaust port blockage. In addition, a more complete data set was analyzed and several variables were investigated including: different base gasoline fuels, ethanol level (E0 and E10), additive dose (none, low, and high), and fuel stabilizer dose (none and high). Post-test inspection of engine parts using fuel additives showed a high level of clean surfaces, which maintained the engine at its original performance.

Light duty vehicle emission standards are getting more stringent than ever before as stipulated by US EPA Tier 2 Standards and LEV III regulations proposed by CARB. The research in this paper sponsored by US DoE is focused towards developing a Tier 2 Bin 2 Emissions compliant light duty pickup truck with class leading fuel economy targets of 22.4 mpg “City” / 34.3 mpg “Highway”. Many advanced technologies comprising both engine and after-treatment systems are essential towards accomplishing this goal. The objective of this paper would be to discuss key engine technology enablers that will help in achieving the target emission levels and fuel economy. Several enabling technologies comprising air-handling, fuel system and base engine design requirements will be discussed in this paper highlighting both experimental and analytical evaluations.

Current production heavy duty diesel engines have a brake thermal efficiency (BTE) between 43-46% [1]. In partnership with the United States Department of Energy (DOE) as part of the Supertruck 2 program, Cummins has undertaken a research program to develop a new heavy-duty diesel engine designed to deliver greater than 50% BTE without the use of waste heat recovery. A system level optimization focused on: increased compression ratio, higher injection rate, carefully matched highly efficient turbocharging, variable lube oil pump, variable cooling components, and low restriction after treatment designed to deliver 50% BTE at a target development point. This work will also illustrate the system level planning and understanding of interactions required to allow that same 50% BTE heavy duty diesel engine to be integrated with a waste heat recovery (WHR) system to deliver system level efficiency of 55% BTE at a single point.

The influence of big-end bore fretting on connecting rod fatigue fracture is investigated. A finite element model, including rod-bearing contact interaction, is developed to simulate a fatigue test rig where the connecting rod is subjected to an alternating uniaxial load. Comparison of the model results with a rod fracture from the fatigue rig shows good correlation between the fracture location and the peak ‘Ruiz’ criterion, rather than the peak tensile stress location, indicating the potential of fretting to initiate a fatigue fracture and the usefulness of the ‘Ruiz’ criterion as a measure of location and severity. The model is extended to simulate a full engine cycle using pressure loads from a bearing EHL analysis. A fretting map and a ‘Ruiz’ criterion map are developed for the full engine cycle, giving an indication of a safe ‘Ruiz’ level from an existing engine which has been in service for more than 5 years.

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.

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.

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 world is firmly focused on reducing energy consumption and on increasingly stringent regulations on CO2 emissions. Examples of regulatory changes include the new United States Environmental Protection Agency's (U.S. EPA) fuel economy test procedures which were required beginning with the 2008 model year for vehicles sold in the US market. These test procedures include testing at higher speeds, more aggressive acceleration and deceleration, and hot-weather and cold-temperature testing. These revised procedures are intended to provide an estimate that more accurately reflects what consumers will experience under real world driving conditions. The U.S.

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.

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.

In modern engine design, downsizing and reducing weight while still providing an increased amount of power has been a general trend in recent decades. Traditionally, an engine design with superior NVH performance usually comes with a heavier, thus sturdier structure. Therefore, modern engine design requires that NVH be considered in the very early design stage to avoid modifications of engine structure at the last minute, when very few changes can be made. NVH design optimization of engine components has become more practical due to the development of computer software and hardware. However, there is still a need for smarter algorithms to draw a direct relationship between the design and the radiated sound power. At the moment, techniques based on modal acoustic transfer vectors (MATVs) have gained popularity in design optimization for their good performance in sound pressure prediction.

Consumer demand for size, weight and horsepower has dictated a prominent role for sport utility vehicles and light trucks in the product lines of major North American automobile manufacturers. Inherently less efficient than passenger cars, these vehicles will be facing more stringent light duty CAFE (Corporate Average Fuel Economy) standards beginning in 2005 when mileage targets will be elevated to 21 mpg; this figure will be further increased to 22.2 mpg by 2007. In order to accommodate both public demand and CAFE requirements, vehicle manufacturers are seeking ways to improve fuel economy through design and material modifications as well as through improvements in lubrication. The axle lubricant may have an important impact on fuel economy, and axle lubricants can be tailored to deliver higher levels of operating efficiency over a wide range of conditions.

With increasing energy prices and concerns about the environmental impact of greenhouse gas (GHG) emissions, a growing number of national governments are putting emphasis on improving the energy efficiency of the equipment employed throughout their transportation systems. Within the U.S. transportation sector, energy use in commercial vehicles has been increasing at a faster rate than that of automobiles. A 23% increase in fuel consumption for the U.S. heavy duty truck segment is expected from 2009 to 2020. The heavy duty vehicle oil consumption is projected to grow while light duty vehicle (LDV) fuel consumption will eventually experience a decrease. By 2050, the oil consumption rate by LDVs is anticipated to decrease below 2009 levels due to CAFE standards and biofuel use. In contrast, the heavy duty oil consumption rate is anticipated to double. The increasing trend in oil consumption for heavy trucks is linked to the vitality, security, and growth of the U.S. and global economies.

Changing diesel engine emission requirements for 2002 have led many diesel engine manufacturers to incorporate cooled Exhaust Gas Recirculation, EGR, as a means of reducing NOx. This has resulted in higher levels of soot being present in used oils. This paper builds on earlier work with fresh oils and describes a study of the effect of highly sooted oils on the low temperature pumpability in diesel engines. Four experimental diesel engine oils, of varying MRV TP-1 viscosities, were run in a Mack T-8 engine to obtain a soot level ranging between 6.1 and 6.6%. These sooted oils were then run in a Cummins M11 engine installed in a low temperature cell. Times to lubricate critical engine components were measured at temperatures ranging between -10 °C and -25 °C. A clear correlation was established between the MRV TP-1 viscosity of a sooted oil and the time needed to lubricate critical engine components at a given test temperature.

Soot related viscosity increase has been reported as a field issue in some diesel engines and this led to the development of the T-11 engine test, incorporated in the Mack EO-N Premium Plus 03 specification (014 GS 12037). This study compares T-11 laboratory engine tests and vehicle field tests and seeks to confirm the correlation between them. The findings are that the T-11 test provides an effective screening tool to investigate soot related viscosity increase, and the severity of the engine test limits gives a substantial margin of safety compared to the field. A complementary study was conducted in conjunction with this work that focuses on the successful application of electrochemical sensor technology to diagnose soot content and soot related viscosity increase. This will be the subject of a separate paper.

Production NO sensors have a strong cross-sensitivity to ammonia which limits their use for closed-loop SCR control and diagnostics since increases in sensor output can be caused by either gas component. Recently, Ammonia/NO Ratio (ANR) perturbation methods have been proposed for determining the dominant component in the post-SCR exhaust as part of the overall SCR control strategy, but these methods or the issue of sensor cross-sensitivity have not been critically evaluated or studied in their own right. In this paper the dynamic sensor direct- and cross-sensitivities are estimated from experimental FTIR data (after compensating for the dynamics of the gas sampling system) and compared to nominal values provided by the manufacturer. The ANR perturbation method and the use of different input excitations are then discussed within an analytical framework, and applied to experimental data from a large diesel engine.